Copilot Flight Plan
Accelerate Copilot Deployment with a Proven, End-to-End Methodology
Five Phases to Copilot Adoption
Copilot Flight Plan is your blueprint for deploying Microsoft 365 Copilot responsibly and at scale. It helps organizations establish readiness, implement governance, and unlock productivity through secure, repeatable patterns. The framework is organized into five phases that guide you from vision to value - meeting you where you are and accelerating your journey to AI-powered work.

Phase 1: Advisory Services
Analyze user workflows, identify key personas and high value use cases, and explore potential business impacts with our proprietary ROI calculator.
Phase 2: Readiness Assessment
Focus on data governance including data loss prevention, retention, eDiscovery, insider risk management, role-based access control (RBAC) , and labeling.
Phase 3: Adoption & Change Management
Develop use cases, training materials, and change management plan including terms of use, deployment roadmap, and communication plan.
Phase 4: Deployment
Define data governance controls, deploy and configure Purview, DLP, retention, sensitivity labels, conditional access policies, perform user training, enable licenses and track usage.
Phase 5: Extendibility
Build connectors to applications, third-party and line-of-business applications, test and validate, and deploy.
Ready for Takeoff?
Start your Copilot journey today. Our Flight Plan gives you the structure, tools, and guidance to move from planning to productivity - securely and at scale. Let's chart your course and unlock the full potential of Microsoft 365 Copilot.
Spyglass MTG has been one of the most dedicated and impactful partners I’ve had the pleasure of working with. Over the past three years, they’ve consistently delivered exceptional value to Microsoft and our customers. Their accelerators—AI GENIE, Fabric LOOM, Constellation, and Copilot Flight Plan—are powerful tools that help drive real outcomes across Data, AI, Governance, and Security. Spyglass is a hardworking, results-driven team that brings tangible benefits to every engagement.
Additional Resources
2 min read
From Data Warehouse Subject Areas to Agentic Intelligence Data Grounding: A New Paradigm in Data Architecture
Adam Hoffman: Nov 25, 2025
1 min read
The Skills Behind Copilot Agent Studio: Why It’s Not a Technical Job
Adam Hoffman: Nov 11, 2025