# Administrator Downloads

Download role-specific checklists to track your implementation progress. Each Excel file contains the controls relevant to your role with status tracking columns.

> **Offline deliverables:** This repository ships **web documentation + Excel templates only**. We do not publish a Word/PDF document bundle. (Organizations may export pages to PDF for internal audit packages as needed.)

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## Role-Specific Checklists

Role names below use the framework's canonical short naming. See the [Administrator Role Catalog](../reference/role-catalog.md) for definitions and accepted aliases.

> **Naming note:** Download filenames and link titles retain the published "Administrator Checklist" artifact naming for link stability, while the **Target Role** column uses the framework's canonical short role names.

| Download | Target Role | Description |
|----------|-------------|-------------|
| [Entra Administrator Checklist](entra-administrator-checklist.xlsx) | Entra Global Admin | Identity controls: Conditional Access, roles, identity governance |
| [Power Platform Administrator Checklist](power-platform-administrator-checklist.xlsx) | Power Platform Admin | PPAC controls: Environments, Groups, Routing, Copilot Hub |
| [Purview Administrator Checklist](purview-administrator-checklist.xlsx) | Purview Compliance Admin | Purview controls: DLP, DSPM for AI, Audit, eDiscovery |
| [SharePoint Administrator Checklist](sharepoint-administrator-checklist.xlsx) | SharePoint Admin | SharePoint governance controls: access, retention, external sharing |
| [Compliance Officer Checklist](compliance-officer-checklist.xlsx) | Compliance Officer | Regulatory mappings and audit evidence tracking |
| [Governance Maturity Dashboard](governance-maturity-dashboard.xlsx) | AI Governance Lead | All 78 controls with status tracking and pillar-level summary aggregation |

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## Checklist Format

Each Excel checklist includes:

| Column | Description |
|--------|-------------|
| **Control ID** | Control identifier (e.g., 1.11, 2.15) |
| **Control Name** | Full control name |
| **Status** | Dropdown: Not Started, In Progress, Completed, N/A |
| **Notes** | Free text for your implementation notes |
| **Due Date** | Optional target completion date |

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## How to Use

1. **Download** the checklist for your role
2. **Review** the controls assigned to you
3. **Update status** as you implement each control
4. **Add notes** about your specific configuration
5. **Share progress** with the AI Governance Lead

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## Which Checklist Should I Download?

| If you are responsible for... | Download this checklist |
|------------------------------|------------------------|
| Microsoft Entra | Entra Administrator |
| Power Platform Admin Center | Power Platform Admin |
| Microsoft Purview | Purview Compliance Admin |
| SharePoint Online | SharePoint Admin |
| Regulatory compliance / Audits | Compliance Officer |
| Overall governance program | Governance Maturity Dashboard |

> **Tip:** The Governance Maturity Dashboard is useful for tracking overall progress across all roles and presenting to leadership.

> **Complementary tool:** The [Governance Readiness Assessment](../assessment/index.md) generates personalized remediation roadmaps with role and phase assignments that align with these checklists. Run the assessment first to identify your priority controls, then use the role-specific checklists to track implementation progress.

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## Control Assignments by Role

The lists below mirror the control coverage currently shipped in each role workbook.

### Entra Global Admin
- 1.11 Conditional Access and Phishing-Resistant MFA
- 1.12 Insider Risk Detection and Response
- 1.18 Application-Level Authorization and Role-Based Access Control (RBAC)
- 2.26 Entra Agent ID — Identity Governance for Agents
- 3.1 Agent Inventory and Metadata Management (Agent ID section)

### Power Platform Admin
- 1.29 Global Secure Access: Network Controls for Microsoft Copilot Studio Agents
- 2.1 Managed Environments
- 2.2 Environment Groups and Tier Classification
- 2.15 Environment Routing and Auto-Provisioning
- 2.16 RAG Source Integrity Validation
- 2.17 Multi-Agent Orchestration Limits
- 3.7 PPAC Security Posture Assessment
- 3.8 Copilot Hub

### Purview Compliance Admin
- 1.5 Data Loss Prevention (DLP) and Sensitivity Labels
- 1.6 Microsoft Purview: DSPM for AI
- 1.7 Comprehensive Audit Logging and Compliance
- 1.9 Data Retention and Deletion Policies
- 1.10 Communication Compliance Monitoring
- 1.19 eDiscovery for Agent Interactions
- 1.22 Information Barriers for AI Agents

### SharePoint Admin
- 4.1 SharePoint Information Access Governance (IAG) / Restricted Content Discovery
- 4.2 Site Access Reviews and Certification
- 4.3 Site and Document Retention Management
- 4.4 Guest and External User Access Controls
- 4.5 SharePoint Security and Compliance Monitoring
- 4.6 Grounding Scope Governance
- 4.7 Microsoft 365 Copilot Data Governance
- 4.8 Item-Level Permission Scanning for Agent Knowledge Sources
- 4.9 Embedded File Content Governance

### Compliance Officer
- 1.7 Comprehensive Audit Logging and Compliance
- 1.19 eDiscovery for Agent Interactions
- 1.22 Information Barriers for AI Agents
- 2.6 Model Risk Management (Alignment with OCC Bulletin 2026-13 (formerly OCC 2011-12) / Fed SR 26-2 (formerly SR 11-7))
- 2.11 Bias Testing and Fairness Assessment
- 2.12 Supervision and Oversight (FINRA Rule 3110)
- 2.13 Documentation and Record Keeping
- 2.18 Automated Conflict of Interest Testing
- 2.19 Customer AI Disclosure and Transparency
- 2.21 AI Marketing Claims and Substantiation
- 3.3 Compliance and Regulatory Reporting
- 3.10 Hallucination Feedback Loop

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*FSI Agent Governance Framework v1.6.2 - May 2026*
