# Microsoft 365 administration checklist worksheet

Adapt this planning resource to your environment. Examples are illustrative, not completed checks. Do not record secrets.

- Service / scope:
- Accountable owner:
- Reviewer:
- Environment / version:
- Review date:
- Approval / change reference:
- Next review trigger:

## Confirm ownership and recovery access

- [ ] Record the tenant identifiers, verified domains, billing owner and authorised administrators in a controlled location.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Review roles and lifecycle

- [ ] Use named privileged accounts and only the roles each task needs.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Check service and data operations

| Area | Evidence | Your record | Owner | Evidence reference | Status / due date |
| --- | --- | --- | --- | --- | --- |
| Ownership | Tenant, domains, billing and responsible roles |  |  |  |  |
| Access | Privileged-role review and emergency-access check |  |  |  |  |
| Lifecycle | Joiners, movers, leavers and data transfers |  |  |  |  |
| Recovery | Coverage and accepted restore exercise |  |  |  |  |
| Change | Service notices assessed and exceptions assigned |  |  |  |  |

## Keep evidence and exceptions

- [ ] Record the review date, reviewer, scope and material exceptions.
- Environment-specific action:
- Expected result / stop condition:
- Observed result and evidence:
- Owner / due date:

## Closure

- Outcome: not started / pass / partial pass / fail
- Exceptions, owner and due date:
- Acceptance / approval:
- Follow-up and cleanup:

Source article: https://happysysadm.com/cloud-administration/microsoft-365-admin-checklist/