5 ready-to-use evidence templates

Document templates for the 5 Readiness Pillars.

A complete starter pack of Word templates - one for each pillar of the Microsoft Agent Readiness Framework. Upload them straight into your Evidence library, or use them as a structured starting point and adapt to your own standards.

5
Pillar templates
1
ZIP, ready to go
100%
Customizable

Inside the ZIP

DOCX
Pillar 1 - Business AI Strategy
Vision, sponsorship, KPIs, funding
DOCX
Pillar 2 - Business Process Mapping
Workflow inventory & documentation
DOCX
Pillar 3 - Technology & Data
Architecture & data readiness
DOCX
Pillar 4 - Organizational Readiness
Leadership, talent, training
DOCX
Pillar 5 - Security & Governance
Oversight tiers & safeguards
Use them your way

Adopt, adapt, or replace - they are yours to shape.

Every template is a structured Word document that captures the questions an assessor would ask for that pillar. Upload them as-is to the Evidence library to get started in minutes, or treat them as a reference outline while you keep your existing artifacts.

Either way, the AI Agent Assessment agent can read evidence stored in SharePoint and grade it against the EU AI Act and US NIST AI RMF.

Aligned to the Microsoft framework

Every section maps directly to a Microsoft Agent Readiness Framework pillar.

Plug into the Evidence library

Drop the filled-in docs into the SharePoint Evidence library and the assessment agent picks them up automatically.

Editable in Word or M365

Standard .docx format - no proprietary tooling required. Co-author with your CoE in Microsoft 365.

The 5 templates

One template per pillar

Each document is organized into clearly-labeled sections so an owner can fill it in once and produce a complete pillar evidence pack.

01
Strategy

Pillar 1 - Business AI Strategy

Capture your AI vision, executive sponsorship, strategic roadmap, and how the program is funded - the foundation that ties every agent back to business outcomes.

↓ Get template

Sections

  • AI Vision & Executive Sponsorship
  • Strategic Roadmap & KPI Alignment
  • Investment & Funding Model

Captured fields

AI Vision Statement
Executive Sponsors
Center of Excellence
Communication Cadence
Top Business Priorities
KPIs & Metrics
Roadmap Milestones
Funding Approach
Business Case Process
ROI Measurement
02
Process

Pillar 2 - Business Process Mapping

Inventory the workflows your agents will touch, document them in detail, and define the success metrics that confirm the agent is performing as designed.

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Sections

  • Workflow Inventory
  • Detailed Workflow Documentation
  • Success Metrics

Captured fields

Workflow Name
Process Owner
Trigger / Start Event
End State / Output
Process Steps
Dependencies
Business Rules
SLA / Timing
Compliance Requirements
Success Metrics
03
Platform

Pillar 3 - Technology & Data

Document the agent platform, architecture, integration landscape, and the data foundation that the agent depends on - including standards, quality, and governance.

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Sections

  • Technology Architecture Assessment
  • Data Readiness

Captured fields

AI / Agent Platforms
Architecture Approach
Cloud Foundation
Integration Landscape
Integration Gaps
Data Sources
Data Standards
Data Fabric / Lakehouse
Data Quality Issues
Data Governance
04
People

Pillar 4 - Organizational Readiness & Culture

Define leadership accountability, the talent and role design that surrounds the agent, and the training plan that prepares your people for human-and-agent collaboration.

↓ Get template

Sections

  • Leadership & Sponsorship
  • Talent Strategy & Role Design
  • Training & Upskilling Plan

Captured fields

Accountable Leaders
Communication Plan
Sponsorship Metrics
Escalation Path
Future Roles Required
Human / Agent Division
Capability Gaps
Talent Pool Development
Training Matrix
Upskilling Programs
05
Governed

Pillar 5 - Security & Governance

Set the governance model, define the four agent autonomy and oversight tiers, and document the Responsible AI safeguards that keep agents safe, compliant, and trusted.

↓ Get template

Sections

  • Governance Model
  • Agent Autonomy & Oversight Tiers
  • Responsible AI Safeguards

Captured fields

Governance Body / CoE
IT & Business Alignment
Agent Registry
Tier 1 - Assistive
Tier 2 - Supervised
Tier 3 - Operational
Tier 4 - Autonomous
Responsible AI Controls
EU AI Act Alignment
NIST AI RMF Alignment
Two ways to use them

Bring your own, or start with ours

The templates are a starting point - never a requirement. Use whichever path matches the maturity of your AI program.

Start with the templates

Best for organizations standing up agent governance for the first time, or teams that want a structured, framework-aligned baseline.

  • Download the ZIP and unpack the 5 .docx files
  • Fill in each pillar with your organization's information
  • Upload completed docs to the SharePoint Evidence library
  • Run the AI Agent Assessment agent

Use your own artifacts

Already have strategy docs, process maps, architecture diagrams, or governance policies? Keep using them - just place them in the Evidence library.

  • Upload your existing PDFs, Word docs, or wiki exports
  • Group them by pillar in the Evidence library folders
  • Reference the templates above as a coverage checklist
  • Mix and match - some pillars yours, others from the templates

Download the full pillar template pack

A single ZIP containing all five Word templates - ready to fill in and upload to your Evidence library.

↓ Download Pillar templates.zip
5 .docx files · Editable in Microsoft Word & M365