๐ฏ Copilot Readiness Checker¶
Built: 2026-04-12
URL: aguidetocloud.com/copilot-readiness/
Status: โ Live
Pattern: Prompt Polisher (100% client-side JS, zero API calls)
What It Does¶
Interactive scored assessment that evaluates an organisation's Microsoft 365 Copilot deployment readiness across 7 pillars. Users answer 30 questions and get:
- 0โ100 readiness score with animated SVG ring
- Per-pillar breakdown with colour-coded progress bars
- Prioritised action recommendations (red/orange/green)
- Shareable URL with encoded score + pillar data
- Print-friendly report for management presentations
- Cross-links to Licensing Simplifier, Microsoft Learn, M365 Roadmap, Service Health
The 7 Pillars¶
| # | Pillar | Questions | What It Checks |
|---|---|---|---|
| 1 | ๐ Licensing & Subscription | 5 | Base licence, Copilot add-on, assignment method, reclamation strategy, readiness report |
| 2 | ๐ก๏ธ Identity & Access | 4 | Entra ID, MFA enforcement, Conditional Access, guest/external access |
| 3 | ๐ Data Governance | 5 | Oversharing audit, sensitivity labels, DLP policies, ROT cleanup, Restricted SharePoint Search |
| 4 | ๐ Security & Compliance | 4 | Secure Score, audit logging, Defender for Cloud Apps, eDiscovery |
| 5 | ๐ Network & Apps | 4 | Update channels, M365 Apps deployment, endpoints, WebSocket support |
| 6 | ๐ฅ Change Management | 4 | Executive sponsor, pilot group, training plan, success metrics |
| 7 | ๐ Monitoring & Optimisation | 4 | Usage reporting, ROI tracking, licence optimisation, feature tracking |
Total: 30 questions ร 0โ3 points each = 90 max โ scaled to 0โ100
Score Tiers¶
| Score | Label | Meaning |
|---|---|---|
| 0โ30 | ๐ด Not Ready | Critical gaps โ focus on licensing, security, data governance |
| 31โ50 | ๐ Early Stage | Foundation building โ not yet ready for pilot |
| 51โ70 | ๐ก Getting Ready | Good for controlled pilot โ address highlighted gaps |
| 71โ85 | ๐ข Nearly Ready | Minor improvements โ ready for broader rollout |
| 86โ100 | ๐ Copilot Ready! | Positioned for fast scaling and maximum value |
Architecture¶
content/copilot-readiness/_index.md โ Hugo content page (SEO front matter)
layouts/copilot-readiness/list.html โ Template (hero, assessment, results)
static/css/readiness.css โ Tool CSS (blue #3B82F6 accent)
static/js/readiness.js โ Assessment engine (30 questions, scoring)
Integration Points Modified¶
| File | Change |
|---|---|
layouts/_default/baseof.html |
Added page-readiness body class |
static/css/style.css |
Added .page-readiness nav accent |
layouts/partials/nav.html |
Added to Free Tools dropdown + active state |
layouts/free-tools/list.html |
Added tool card with blue accent |
hugo.toml |
Bumped cache_version |
Key Features¶
Question-by-Question Flow¶
- One question at a time with progress bar
- Pillar indicator shows which section you're in
- Auto-advance after selecting an answer
- Previous/Next navigation + keyboard shortcuts (arrow keys, 1-5 number keys)
- v2: Pillar-specific count โ "Q2 of 5 in Licensing ยท 7/30 overall"
Pillar Skip-To Navigation (v2)¶
- Clickable pillar icons at top of assessment
- Shows live mini-scores as you complete each pillar (colour-coded %)
- Jump to any pillar to review/change answers
localStorage Persistence (v2)¶
- Answers saved to
localStorageโ survives tab close and browser restart - Score history stored for re-assessment delta tracking
- Cleared on explicit restart
Re-Assessment Tracking (v2)¶
- Stores up to 10 previous scores in localStorage
- Shows delta on results: "๐ +12 points since last assessment"
- Drives repeat visits and continuous improvement
Industry Benchmarks (v2)¶
- Static benchmark data based on field experience
- "You're 18 points above the typical org score of 54"
- Benchmark markers on each pillar bar
Shareable Results¶
- "Copy Shareable Link" encodes overall score + per-pillar percentages in URL params
- Shared view shows score + pillar bars + Next Steps + "take full assessment" CTA
- No personal recommendations in shared view (privacy)
Next Steps โ Microsoft Learn Resources (v2)¶
- 20 curated links across 5 deployment phases:
- ๐ Get Ready โ Optimization Assessment, Secure Data Foundation, SAM, Readiness Report
- ๐ Deploy โ Setup Guide, Licensing, Requirements, Update Channels
- ๐ฃ Adopt โ Adoption Guide, Microsoft Adoption Portal, Welcome Users, Prompt Gallery
- ๐ Govern โ Purview, Usage Reports, Security Copilot, Deployment Blueprint
- ๐ Training โ 2 MS Learn modules + our Licensing Simplifier & Prompt Library
"Investigate" Items (v2)¶
- "Not sure" answers tracked separately from "No"
- Shown as a distinct blue section in recommendations
- Lists the exact questions the admin needs to investigate
Confetti & Delight (v2)¶
- ๐ Confetti animation on 86+ score (respects
prefers-reduced-motion) - Keyboard shortcut hints visible below options
- Option number badges for quick keyboard selection
- Mobile swipe left/right to navigate questions
Recommendations Engine¶
Each pillar has three tiers of recommendations: - High priority (red) โ pillar score < 50% - Medium priority (orange) โ pillar score 50-79% - Good (green โ ) โ pillar score โฅ 80%
Recommendations include direct links to:
- Our Licensing Simplifier (/licensing/)
- Our Prompt Library (/prompts/)
- Our M365 Roadmap Tracker (/m365-roadmap/)
- Microsoft Learn docs (Conditional Access, SharePoint data access reports, Copilot audit, etc.)
Research Sources¶
All questions and recommendations are grounded in official Microsoft documentation:
- Copilot Requirements โ App, network, and identity prerequisites
- Copilot Licensing โ Qualifying base plans and add-on
- Configure Secure Foundation โ Oversharing, sensitivity labels, DLP
- SharePoint Mentor Checklist โ Comprehensive community checklist (7 categories, 45+ items)
- Implement M365 Copilot (Training) โ Microsoft Learn module with prerequisites, SAM, data prep
Design Decisions¶
| Decision | Rationale |
|---|---|
Blue #3B82F6 accent |
Conveys trust/authority, distinct from all 7 existing tools |
| 30 questions (not 45+) | Balance between thoroughness and user completion rate |
| 7 pillars (not 6) | Added "Monitoring & Optimisation" โ too important to skip |
| Client-side only | Zero cost, zero privacy concerns, instant results |
| SVG ring animation | Matches the premium feel of Prompt Polisher |
| No email gate | Free tools stay free โ no friction |
SEO Value¶
- Target keywords: "copilot readiness assessment", "copilot readiness checker", "is my org ready for copilot"
- No interactive competitor exists โ static PDFs only (Syskit, GoPilot)
- JSON-LD: WebApplication schema
- Shareable URLs generate backlinks naturally
Maintenance¶
- Quarterly review: Check Microsoft Learn for updated prerequisites, new features, licensing changes
- When Microsoft changes Copilot requirements: Update questions and recommendations in
readiness.js - Cross-link maintenance: Ensure all Microsoft Learn URLs still work
Built entirely with GitHub Copilot CLI โ from research to deployment in a single session.