Use at your own risk. Checklists in this library are operational references based on ClarityArc's experience. Not a substitute for professional advice tailored to your environment.
No guarantees. ClarityArc makes no warranties regarding accuracy, completeness, or currency. Always verify against current documentation before use.
Liability limitation. ClarityArc accepts no liability for any consequence arising from use or misuse of any content in this library.
Know what you need before you need it.
Pre-engagement and pre-deployment readiness checklists from real ClarityArc engagements. Organized by phase so you can use them sequentially as a program progresses. Free access with your email.
Six checklists covering the full AI and data program lifecycle.
Copilot M365 Readiness Checklist
Tenant prerequisites, licence requirements, governance controls, sensitivity labeling, SharePoint permissions, and user readiness gates before Copilot deployment.
AI Pilot Pre-Launch Checklist
Use case scoping, success criteria definition, pilot group selection, governance approvals, measurement baseline, and rollback plan — before any AI pilot begins.
Data Governance Pre-Deployment Checklist
Policy approval, stewardship assignments, Purview configuration, sensitivity label taxonomy, DLP policy, and operating cadence confirmed before governance go-live.
Process Optimization Readiness Checklist
Process documentation baseline, stakeholder alignment, automation opportunity scoring, data availability, and change management readiness before optimization program launch.
RAG Implementation Pre-Build Checklist
Knowledge source inventory, access control review, chunking strategy decision, index schema design, evaluation test set preparation, and managed identity configuration.
Agentic AI Production Readiness Checklist
Agent definition document, tool scope sign-off, Entra Agent ID registration, HITL checkpoint design, guardrail configuration, evaluation results, and governance approval.
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Free access to pre-engagement and pre-deployment readiness checklists for Copilot, AI pilots, process optimization, and data governance programs. Enter your business email address now for access.