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Workshop Guidance

Overview​

This section provides guidance on how to run each workshop.

The Zero Trust Strategy Planning Workshop is a joint effort with customers and the Microsoft team to build a Zero Trust Strategy and Deployment Plan for the next 12-24 months. Strategy and plan template, Recommended Deployment Path, is intended to be customized for specific customers during the workshop.

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 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: Action can be taken by administrators, users don’t have to be notified.

Project States​

StateWhat does it mean?
Not ReviewedThis box has not yet been reviewed during the workshop.
Not StartedCustomer has not started or considered the project yet.
In PlanningCustomer is considering implementing this capability.
PlannedCustomer 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 ProgressCustomer is currently executing the project.
CompletedCustomer has completed the project.
BlockedCustomer is blocked on completing the project (due to either technical or non-technical reasons).
First Party OtherCustomer is using another Microsoft service for this capability.
Third PartyCustomer has a competitor product or alternative solution that achieves the goal of the project.
Will Not PursueCustomer has explicitly stated they won't fund the project.
MS RoadmapMicrosoft does not currently have the feature needed to complete the project, but it is in the roadmap. Usual disclaimers apply.
Follow UpCustomer needs time to review and follow up on this.
Not ApplicableThe project does not currently apply to the customer's environment.

📄️ 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. When using the new ZT Workshop SPA, fill out the workshop boxes like you normally would in the Excel spreadsheet. When you want to save a copy, make sure to Export your workshop. This Export can then be imported back into the app at a later date to resume your workshop from where you left off. Please export your changes as you work - the statuses and texts you save are not saved in the cloud.