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Engagement Kick Off
Software Assurance Planning Services
Agenda
Introductions
 Project Team
 Engagement Overview / Agenda
 Q&A

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Team {Partner}
{Partner} Account Team
{Partner} Services Team
Name
Role
<Insert name here>
Account Executive
<Insert name here>
Microsoft Technical Specialist/Architect
<Insert name here>
Services Executive
<Insert name here>
Engagement Manager
<Insert name here>
EOP Technical Consultant
{Partner} Sponsor
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Engagement Manager
Consultant
Team {Customer}
{CUSTOMER} CoreTeam
{CUSTOMER} Technical subject matter
experts (SMEs)
Name
Role / Focus area
<Insert name here>
Executive Sponsor
<Insert name here>
Project Manager
<Insert name here>
IT Manager
<Insert name here>
IT Pro
<Insert name here>
<Insert name here>
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Participation expectations
What we expect
What you get
 Keep to the schedule
 Recommended practices
 Be present
 End to end view
 Interact
 Limited production pilot
 Ask when things don’t add up
 Get your questions answered
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Deployment
Planning and
Limited Pilot
3-Day Agenda
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Deployment Planning and Limited Pilot
Day 1 Agenda
Time Topic
Description
9:00 AM Intro/Kick-off
A review of the workshop and our goals.
9:15 AM Understanding the environment
Understand the solution environment and review the
responses to the pre-engagement questionnaire.
10:00 AM Requirements gathering
11:00 AM Break
11:15 AM EOP technical overview
Understand the core technical features of EOP
12:30 PM Lunch
1:15 PM EOP Technical overview (continued..)
3:00 Break
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3:15 PM Deployment planning.
Discuss the various deployment options and identify the
one most suitable for the customer.
4:45 PM Solution alignment discussion
Ensure that customer requirements are correctly
mapped to various EOP features.
Deployment Planning and Limited Pilot
Day 2 Agenda
Time Topic
9:00 AM Preparing findings and recommendations
12:00 Noon Debrief
Description
Deliverable to the customer
Discuss the findings and recommendations with the
customer
12:30 PM Lunch
1:15 PM Limited production pilot
5:30 PM Pilot status check
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Deploy EOP in production environment for a limited set
of users.
Review by customer and partner resources to check the
status of the limited production pilot.
Deployment Planning and Limited Pilot
Day 3 Agenda
Time Topic
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Description
9:00 AM Limited production pilot
Continue from day 2
5:30 PM Debrief and conclusion
Summary of the three day activities and discussion of
future plans based on Findings and Recommendations
document.
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Thank you
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