# IT preparation worksheet · v1 · 21 October 2026

Source-led planning worksheet; no tenant changes or tests were performed. Use the linked source ledger with the narration. Assign an owner and decision for each row.

| Decision | Owner | Record before rollout |
|---|---|---|
| Audience and eligibility | M365 service owner | Pilot groups, licensed accounts, Frontier access, actual feature availability |
| Endpoint rollout | Endpoint team | Supported clients, update channel, deployment/recovery plan |
| Code execution | Security and endpoint teams | Local/cloud scope, automatic approvals, repositories, organizational context |
| App creation | Power Platform admin | Cowork, Studio and CLI decisions recorded separately |
| Data boundaries | Data owners | Approved connectors/actions, sharing, endpoint policy, underlying permissions |
| Application operations | App owner | Inventory record, support contact, monitoring, retirement and ownership transfer |
| Agent responsibility | Business owner | Goal, permitted actions, approval boundaries, reviewer, stop/escalation procedure |
| Cost | Finance and AI service owner | Build/runtime allocation, covered services, user limits, alerts, credit requests |
| Automatic expansion | AI service owner | Decide whether future services inherit spending policies |
| Rollout communication | Adoption lead | Explain preview status, user responsibilities, support route and usage visibility |


## Sources

- [announcement](https://blogs.microsoft.com/blog/2026/09/25/introducing-the-new-copilot-with-home-code-and-autopilot/)
- [runtime-blog](https://www.microsoft.com/en-us/copilot/blog/copilot-studio/build-where-you-want-run-with-confidence-now-microsoft-hosts-and-manages-the-code-created-by-copilot/)
- [code-admin](https://learn.microsoft.com/en-us/copilot/code/code-admin)
- [code-overview](https://learn.microsoft.com/en-us/copilot/code/overview)
- [licensing](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/apps/licensing-faq)
- [governance](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/apps/governance)
- [runtime-admin](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/apps/)
- [runtime-faq](https://learn.microsoft.com/en-us/microsoft-365/admin/manage/apps/faq-about-apps)
- [credits](https://learn.microsoft.com/en-us/microsoft-365/copilot/usage-based-billing-overview-copilot-credits)
- [usl-ubb](https://learn.microsoft.com/en-us/microsoft-365/copilot/user-subscription-license-usage-based-billing)
- [code-requirements](https://learn.microsoft.com/en-us/copilot/code/code-requirements)
- [code-start](https://learn.microsoft.com/en-us/copilot/code/get-started)
- [credits-guide](https://cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/microsoft/bade/documents/products-and-services/en-us/ai/Copilot-Credits-Guide.pdf)