Workshop Guidance
Overview
Use this guidance to prepare for and deliver a Zero Trust workshop for your customers or your organization. Each pillar includes recommended projects, implementation considerations, and supporting resources to help you facilitate discussions and tailor a roadmap to the organization’s needs.
During the workshop, review the recommended projects with stakeholders, document their current status, and prioritize next steps based on business goals, security requirements, and available resources. The outcome is an actionable Zero Trust roadmap that guides implementation over the next 12–24 months.
Implementation Effort Definitions
- High: Customer IT and Security Operations teams need to implement programs that require ongoing time or resource commitment.
- Medium: Customer IT and Security Operations teams need to drive projects.
- Low: Customer IT and Security Operations teams need to execute targeted actions.
User Impact Definitions
- High: A large number of non-privileged users have to take action or be notified of changes.
- Medium: A subset of non-privileged users have to take action or be notified of changes.
- Low: Administrators can take action without notifying users.
Project States
| State | What does it mean? |
|---|---|
| Not Reviewed | This box has not yet been reviewed during the workshop. |
| Not Started | Customer has not started or considered the project yet. |
| In Planning | Customer is considering implementing this capability. |
| Planned | Customer has not started the project yet, but has discussed, considered, planned and/or prioritized it and has intent to execute in the near future. |
| In Progress | Customer is currently executing the project. |
| Completed | Customer has completed the project. |
| Blocked | Customer is blocked on completing the project (due to either technical or non-technical reasons). |
| First Party Other | Customer is using another Microsoft service for this capability. |
| Third Party | Customer has a competitor product or alternative solution that achieves the goal of the project. |
| Will Not Pursue | Customer has explicitly stated they won't fund the project. |
| MS Roadmap | Microsoft does not currently have the feature needed to complete the project, but it is on the roadmap. Usual disclaimers apply. |
| Follow Up | Customer needs time to review and follow up on this. |
| Not Applicable | The project does not currently apply to the customer's environment. |
Workshop Delivery Guide
Overview
Identity
150 items
Devices
278 items
AI
104 items
Data
26 items
Network
101 items
Infrastructure
178 items
Security Operations
135 items
DevSecOps
128 items
Version History
Please note that we transitioned from using the Excel Workshop tool to a new Single-Page Application (SPA) in March 2026. Moving forward, the old Excel file will no longer be supported and all updates will be made to the new SPA.