Broad access to legacy folders
Review group membership and external links; remove unneeded access before expanding AI search.
Illustrative deliverable
See how assessment findings become a plan.
This fictional example shows the format of a leadership-ready assessment. It is not a client report or a promise that every engagement includes the same scope.
ILLUSTRATIVE SAMPLE — FICTIONAL ORGANIZATION
Illustrative sample
Executive assessment preview
Fictional Canadian professional-services firm, 65 employees. This example is invented solely to demonstrate report format.
Executive summary
Illustrative sample: The fictional business has established basic identity and device controls, but inconsistent sharing and AI-use rules create avoidable exposure. Leadership should first assign owners, review access, and clarify permitted data use.
Example scope
Illustrative sample: Leadership interviews, selected Microsoft 365 configuration, workplace AI inventory, policy review, and a limited external exposure snapshot. Actual scope is agreed in writing.
Illustrative sample
Priority overview
High prioritySharing access · AI data rules
Medium priorityVendor review · response ownership
Lower priorityPolicy review cadence
Illustrative sample
Example findings and actions
AI use lacks data boundaries
Publish a concise acceptable-use rule and examples of information that must stay out of unapproved tools.
Tool approval is informal
Assign an owner and record each tool's business purpose, data involved, and review date.
Escalation route is unclear
Tell employees where to report accidental disclosure or an unexpected AI output.
Illustrative sample
Example 30/60/90-day roadmap
30 days
Assign owners; inventory tools and users; address broad sharing.
60 days
Approve use rules; review vendors; brief staff.
90 days
Recheck access, test reporting, and review residual risk with leadership.
Illustrative sample only. This fictional material is not based on client work. Actual findings, deliverables, and timing depend on the purchased engagement and agreed scope.
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