Small organization
One accountable owner and backup, shared register, proportionate approvals, lightweight evidence and periodic access checks.
How to use this toolkit & important limitations
Choose a track, search for a control, and tick completed items. Download the visual agent PDF or export your status. This is a practical template: align it with your organization's HR, information security, records, privacy, accessibility, employment and supplier policies. Microsoft 365 capabilities and retention behavior depend on licensing, configuration, legal holds and tenant policies. Do not treat this checklist as automatic authorization to access an employee's data.
For offboarding, use HR-confirmed timing and documented legal/privacy decisions. For AI agents, validate actual access, operation and recovery before approving succession.
Exchange Anywhere / AI Atlas · Practical learning resource · Version 1.1 · November 2026. Checklist progress is not sent to Atlas. This is a learning template, not an approval or compliance record. Curated by Ravikumar Sathyamurthy.