MIP SOW Generator | Microsoft Partner Tool

Engagement Details

Partner Company Name *

Customer Name *

Prepared By

Estimated Start Date

Engagement Duration

Customer Environment

Number of Licensed Users

Microsoft 365 License

Customer Industry

Existing MIP Maturity

MIP Services: Foundation Priority 1

Core labeling capabilities included with M365 Business Premium. Recommended for all customers regardless of maturity.

Enable Audit Logging

Activate Purview audit log, a required prerequisite for all MIP features and compliance reporting.

Sensitivity Label Taxonomy Design

Define label hierarchy aligned to customer's data classification needs: Public → General → Confidential → Highly Confidential.

Sensitivity Label Creation & Configuration

Configure labels with encryption, content marking (headers/footers/watermarks), and access restrictions.

Label Policy Deployment

Publish label policies to targeted security groups, including default label and justification settings.

Mandatory & Default Label Enforcement

Require users to label all documents and emails before saving/sending; set a default label for unlabeled content.

End-User Training & Adoption

Deliver training covering label usage, justification prompts, and change management best practices.

Enable Sensitivity Labels for SharePoint & OneDrive

Activate sensitivity label support for Office files stored in SharePoint and OneDrive so labels persist and are enforceable.

DLP Policies: Exchange, SharePoint & OneDrive

Configure Data Loss Prevention policies to detect and restrict sharing of sensitive content across email and cloud storage (included with Business Premium).

MIP Services: Intermediate Priority 2

Data retention and governance. Per the Microsoft Data Security Deployment Guide, retention policies are the recommended next step after foundational labeling and DLP.

Retention Policy: Exchange Online

Deploy retention policies for Exchange mailboxes to retain or delete email content based on compliance requirements; expandable to SharePoint, OneDrive, and Teams.

MIP Services: Advanced Priority 3

Advanced protection capabilities. Some items require Microsoft Purview Suite add-on (marked with 🔒 when locked).

Engagement Type

Service Delivery Model

Ongoing Managed Services (Optional)

Monthly MIP Health Monitoring

Label coverage, auto-labeling effectiveness, and user compliance reviewed monthly.

Quarterly Policy Tuning

Review and update label policies, SITs, and auto-labeling rules quarterly.

Compliance Reporting

Monthly or quarterly compliance reports delivered to customer stakeholders.

Incident Response Support

Priority support for MIP-related incidents including mislabeled data and policy exceptions.

Microsoft Purview MIP: SOW Generator

Engagement Details

Customer Environment

MIP Services: Foundation Priority 1

MIP Services: Intermediate Priority 2

MIP Services: Advanced Priority 3

Engagement Type

Your SOW will appear here

Microsoft Purview MIP: SOW Generator

Engagement Details

Customer Environment

MIP Services: Foundation Priority 1

MIP Services: Intermediate Priority 2

MIP Services: Advanced Priority 3

Engagement Type

Your SOW will appear here

Service Decision Tree