M365 Playbooks1. Plan
Not written yet
What do we decide, and who owns it?
Program · Information ManagementComing soon
Retention labels and label policies
Decide what to keep and for how long, label records so people know what they hold, roll out without losing work, and run disposition you can defend.
Written for Microsoft 365 E5
The playbooks for this topic are being written. Follow the topic to hear when the first one is published.
Essential path
One playbook per stage: the minimum to do this well.
2. Prepare
Not written yet
Does it work with how we work, and are people ready?
3. Deploy
Not written yet
How do we pilot it and scale it without disruption?
4. Maintain
Not written yet
How do we keep it working as built?
5. Refine
Not written yet
How do we tune it and take it further?
↻ Refine feeds what you learn back into Plan.