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Intune Kick-Off Checklist

Purpose​

Provide a repeatable, link-backed checklist to run an Intune onboarding kick-off for a distributed unit. This checklist centralizes communication templates, surveys, assessment artifacts, and environment setup tasks.

Scope​

Applies to distributed IT units participating in the Unified Device Management project at Texas A&M University.

Intent​

Ensure a consistent, auditable start to each onboarding, align expectations, and front-load unit discovery so migration plans and RBAC are correct.

Table of Contents​

  1. Communications and Surveys
  2. Onboarding and Migration Custom Assessment Questionnaire
  3. RBAC Questionnaire
  4. Selective Two-Way Trust Request Form
  5. WDM Customer Environment Assessment
  6. IT Admin Enrollment and Migration Plan
  7. Documentation Access
  8. Business Unit Agreement
  9. Business Unit Acknowledgment
  10. Training
  11. Access Provisioning
  12. Discovery and Documentation
  13. Environment Build

Communications and Surveys​

  • Deliver Template Department/Unit emails about Intune enrollment
    • Template: Unit Emails to Distributed IT — link
  • Create Customer Feedback Enrollment Questionnaire survey
    • Template: Customer Feedback Survey — link
  • Create IT Admin Feedback Enrollment Questionnaire survey
    • Template: IT Admin Feedback Survey — link
  • Begin collaboration on customer communication

Onboarding and Migration Custom Assessment Questionnaire​

  • Deliver, discuss, and amend questionnaire
  • Template: Onboarding and Migration Custom Assessment Questionnaire — link
  • Example: Sample – Onboarding and Migration Custom Assessment Questionnaire — link

RBAC Questionnaire​

  • Review Intune Express RBAC Accounts Questionnaire — link

Selective Two-Way Trust Request Form​

  • Review and complete the request form — link

WDM Customer Environment Assessment​

IT Admin Enrollment and Migration Plan​

  • Discuss approach, timelines, and milestones
    • Autopilot vs Forensit paths

Documentation Access​

  • Provide documentation at internal.cloud.tamu.edu

Business Unit Agreement​

  • Sign off on Onboarding and Migration Custom Assessment Questionnaire (Document Signoff)

Business Unit Acknowledgment​

  • Confirm receipt of Template Department/Unit emails (Received Acknowledgment)

Training​

  • 2 hours each
    • EntraID
    • Intune
    • SCCM

Access Provisioning​

  • Grant distributed unit admins access to design tenant
  • Confirm distributed unit has access to internal.cloud.tamu.edu

Discovery and Documentation​

  • Endpoint management tools, roles, functions
  • GPOs or GPO-like policies pushed to devices
  • Current OU structure and architecture
  • Specialized groupings of devices and users
  • Policy unit deltas
  • Specialized devices such as scientific or research equipment
  • Report of all software on endpoints
  • Self-service applications available to users
  • TAMU to Unit self-service applications delta
  • Specialized scripts or configurations
  • Mounted drives or file shares and distribution methods
  • Printers and print servers

Environment Build​

  • Enable selective two-way trust
  • Provision Intune, SCCM, and EntraID environments
  • Build scope groups (USG, DSG, ESG)