Microsoft 365 Copilot Security & Governance Consultant 100% Remote

Role: Microsoft 365 Copilot Security & Governance Consultant

100% Remote 

Job Description:

M365 Copilot Readiness, Security Guardrails, Decisions & Documentation

1. Background & Objectives

Client requires an independent Microsoft 365 Copilot assessment and configuration plan to ensure Copilot is enabled effectively, securely, and in compliance with internal policies and audit expectations.
Objectives

• Assess tenant-wide data exposure and oversharing risks that Copilot could surface.
• Define and implement Copilot guardrails, policies, and monitoring processes.
• Produce decision-ready guidance for IT on what to enable now vs later.
• Deliver audit-ready documentation of configurations, controls, and operating procedures.

2. Scope of Work

2.1 Workstream A — Discovery & Readiness Assessment

Activities

1. Review tenant Copilot readiness posture and security baseline.
2. Inventory and evaluate content access patterns across SharePoint, OneDrive, Teams, Exchange, and Microsoft 365 groups.
3. Identify oversharing/permission risks (e.g., broad groups, broken inheritance, legacy sharing links).
4. Review identity and access controls impacting Copilot usage (e.g., Conditional Access, MFA, guest access settings).
5. Review current Purview posture (labels, DLP, retention, audit logging) as it relates to Copilot.

Deliverables

1. Tenant-wide data exposure assessment
2. Oversharing risk findings with severity and remediation options
3. “Copilot can surface this data because…” traceability narrative

2.2 Workstream B — Guardrails, Policy Design & Configuration

Activities

1. Define Copilot governance guardrails for business users (acceptable use, sensitive data handling, prompt guidance).
2. Define and configure Copilot-related controls across:
   • Microsoft 365 Copilot enablement strategy (pilot groups, staged rollout)
   • SharePoint/OneDrive sharing controls and defaults
   • Purview sensitivity labels strategy and enforcement approach
   • DLP alignment for key data classes (e.g., confidential, regulated)
   • Audit logging requirements and review approach
3. Create IT decision framework: Turn On / Turn Off / Turn On Later with rationale and prerequisites.

Deliverables

1. Copilot policy set (technical controls + guidance)
2. IT enablement decision matrix and sequencing plan
3. Policy-to-risk mapping (why each control exists)

2.3 Workstream C — Monitoring, Compliance, and Operating Model

Activities

1. Define monitoring and compliance operating procedures:
   • Who monitors, how often, what signals matter
   • Escalation workflow for suspected data exposure or misuse
   • Evidence collection and retention for audit defensibility
2. Establish a repeatable process for ongoing content governance improvements.

Deliverables

1. Copilot monitoring and compliance runbook
2. Escalation workflow + RACI (roles/responsibilities)
3. Audit evidence checklist (what to capture, where, and frequency)

2.4 Workstream D — Documentation & Knowledge Transfer

Activities

1. Document end-state configurations and rationale.
2. Provide workshops for IT admins/security/compliance and business champions.

Deliverables

1. Configuration documentation package (tenant settings, Purview, sharing defaults, key policies)
2. Admin quick-reference guide (how to maintain/operate controls)
3. Final readout (executive summary + technical appendix)

Microsoft 365 Copilot Readiness & Security Lead
Skillset:

• M365 Copilot readiness assessment expertise
  • Can evaluate tenant readiness and explain Copilot data exposure paths (Graph grounding, permissions-driven access) in plain English for IT/security/audit audiences.
• Data exposure & oversharing risk analysis
  • Proven ability to identify and prioritize oversharing risks across SharePoint, OneDrive, Teams, Exchange, and M365 Groups (broad groups, broken inheritance, legacy links, guest access patterns).
• SharePoint/OneDrive/Teams governance & remediation
  • Deep understanding of permissions, sharing policies/defaults, external collaboration controls, site lifecycle governance, and running permission-cleanup campaigns.
• Microsoft Purview implementation (compliance guardrails)
  • Hands-on design/configuration of Sensitivity Labels, DLP, Retention, and Audit practices aligned to Copilot rollout and data classification.
• Entra ID (Azure AD) identity & access controls
  • Strong capability in Conditional Access, MFA posture review, device compliance concepts, and guest/external access governance that impacts Copilot usage.
• Security guardrails & policy design
  • Can define Copilot use guardrails (acceptable use, sensitive data handling, prompt guidance) and map each control to a specific risk it mitigates.
• Decision framework creation (enable now vs later)
  • Skill in producing a pragmatic Enable / Disable / Defer decision matrix with prerequisites, sequencing, business impact, and technical dependencies.
• Monitoring, compliance operations & incident workflows
  • Can build an operating model: monitoring signals, cadence, escalation paths, evidence capture, and RACI for sustained compliance.
• Audit‑ready documentation & traceability
  • Produces defensible documentation packages: configuration “what/where/why,” control narratives, evidence checklists, runbooks, screenshots/log retention plans, and executive-ready readouts.
• Executive + technical communication
  • Comfortable delivering readouts/workshops to admins, security/compliance, and business stakeholders; translates technical controls into risk and decision language.