Security Checklists

Microsoft 365 Security Checklists

Step-by-step checklists for securing your Microsoft 365 and Entra ID environment. Print them out, track your progress, and ensure nothing gets missed.

Onboarding

intermediate

New Tenant Setup

Essential security configurations for a newly created Microsoft 365 tenant. Complete this checklist within the first 30 days to establish a secure foundation.

13 items2-4 hours

Periodic Review

advanced

Privileged Access Audit

Comprehensive checklist for auditing privileged access in Microsoft 365 and Entra ID. Use this for quarterly reviews or pre-audit preparation.

15 items4-8 hours
intermediate

Office 365 Security

Comprehensive Office 365 security checklist covering identity, access review, Conditional Access, data protection, and audit logging. Use this for quarterly security reviews or compliance preparation.

23 items4-6 hours

Compliance Audit

advanced

SOC 2 Readiness

Prepare your Microsoft 365 environment for SOC 2 Type II audit. This checklist covers identity and access management controls required for SOC 2 compliance.

14 items1-2 weeks

Baseline Implementation

intermediate

MFA Rollout

Step-by-step checklist for rolling out multi-factor authentication across your Microsoft 365 organization with minimal user disruption.

16 items2-4 weeks