Template for Partner-delivered PS engagements
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This core template should be used to create presentations to be delivered by Planning
Services partners
Template is designed so partners can modify to customize the Planning Services
engagement
This template is based off the core WWLP SA template (external widescreen light)
Core SA Planning Services templates can be found here
Additional help? Visit the SA Team Marketing SharePoint
• See “READ FIRST” deck for synopsis of new guidelines and SA color pallet
• WWLP Visual Identify Guidelines and approved SA templates
• Select “SA Templates FY13” library on left nav to access: Templates include both 3x4 and widescreen
templates; Word template for long, short and FAQ docs for Internal and External Audiences
1
Internal Only – REMOVE THIS SLIDE
BEFORE PROVIDING TO PARTNER
Software Assurance Planning Services

Partner MUST customize prior to delivery
Speaker:
Add info here
Title of presentation:
Technical Kickoff Presentation
Length of
presentation:
Add info here
Audience:
Customer IT Pro
Sales Cycle
Alignment:
Engagement
Desired Outcomes:


Modular Outline:
2
Kickoff Planning Services engagement
Set Agenda for first day
Add more info here
Instructional slide to Partner: REMOVE
BEFORE PRESENTING TO CUSTOMER
Notes to Presenter:

Slide to inform PS partner presenter on how to use and/or customize this deck.

Add info here
Internal Only – REMOVE BEFORE
PRESENTING TO CUSTOMER
3
Software Assurance Planning Services
Engagement Kick Off
Agenda
Introductions
 Project Team
 Engagement Overview / Agenda
 Q&A

5
Team {Partner}
{Partner} Account
Team
{Partner} Services
Team
Name
Role
<Insert name here>
Account Executive
<Insert name here>
Microsoft Office 365 Technical Specialist
<Insert name here>
Services Executive
<Insert name here>
Engagement Manager
<Insert name here>
Architect
<Insert name here>
Consultant
<Insert name here>
Technical Account Manager
{Partner}
Sponsor
Customer
Sponsor
Customer Project
Lead
Customer IT Pros
6
Customer Project
Manager
Business
Stakeholders
Management
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>
Engagement Manager
<Insert name here>
Architect
<Insert name here>
Consultant
<Insert name here>
Technical Account Manager
Product
specific roles
Customer IT Pros
7
Customer Project
Manager
Business
Stakeholders
Role / Focus area
<Insert name here>
Role 1
<Insert name here>
Role 2
<Insert name here>
Role 3
<Insert name here>
Role 4
{Partner}
Sponsor
Customer
Sponsor
Customer Project
Lead
Name
Management
Engagement
Manager
Consultant
Participation expectations
What we expect
What you get
 Keep to the schedule
 Recommended practices
 Be present
 End to end view
 Interact
 A plan to get started
 Ask when things don’t add up
 Get your questions answered
8
Solution Strategy Brief
1-Day Agenda
9
Solution Strategy Brief
1-Day Agenda
10
Time
9:00 AM
Topic
Intro/Kick-off
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Module –
Break
Module –
Lunch
Module –
Lab/Demo –
Break
Lab/Demo –
Lab/Demo –
Review/Next Steps
Description
A review of the workshop and
our goals.
Describe Module
Describe Module
Describe Module
Describe Lab
Describe Lab
Describe Lab
Solution Brief and Design
Session
3-Day Agenda
11
Solution Brief and Design Session
Day 1 Agenda
12
Time
9:00 AM
Topic
Intro/Kick-off
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Module –
Break
Module –
Lunch
Module –
Lab/Demo –
Break
Lab/Demo –
Lab/Demo –
Review/Next Steps
Description
A review of the workshop and
our goals.
Describe Module
Describe Module
Describe Module
Describe Lab
Describe Lab
Describe Lab
Solution Strategy Brief and Design Session
Day 2 Agenda
Time
9:00 AM
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
13
Topic
Architecture Design Session
Introduction
Workshop –
Break
Workshop –
Lunch
Planning –
Assessment Lab –
Break
Workshop –
Lab –
Review/Next Steps
Description
A review of the workshop and
our goals.
Describe Workshop
Describe Workshop
Describe Module
Describe Lab
Describe Workshop
Describe Lab
Solution Strategy Brief and Design Session
Day 3 Agenda
14
Time
9:00 AM
Topic
Planning Overview
Description
A review of the plan progress
and next steps
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Planning –
Break
Workshop –
Lunch
Module –
Lab –
Break
Plan Wrap-up –
Summary –
Closeout Review/Next Steps
Describe Module
Describe Workshop
Describe Module
Describe Lab
Describe Module
Describe Module
Planning, Design, and
Proof of Concept
5-Day Agenda
15
Planning, Design, and Proof of Concept
Day 1 Agenda
16
Time
9:00 AM
Topic
Intro/Kick-off
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Module –
Break
Module –
Lunch
Module –
Lab/Demo –
Break
Lab/Demo –
Lab/Demo –
Review/Next Steps
Description
A review of the workshop and
our goals.
Describe Module
Describe Module
Describe Module
Describe Lab
Describe Lab
Describe Lab
Planning, Design, and Proof of Concept
Day 2 Agenda
17
Time
9:00 AM
Topic
Architecture Design Session
Introduction
Description
A review of the workshop and
our goals.
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Workshop –
Break
Workshop –
Lunch
Planning –
Assessment Lab –
Break
Workshop –
Lab –
Review/Next Steps
Describe Workshop
Describe Workshop
Describe Module
Describe Lab
Describe Workshop
Describe Lab
Planning, Design, and Proof of Concept
Day 3 Agenda
18
Time
9:00 AM
Topic
Planning Overview
Description
A review of the plan progress
and next steps
9:30 AM
10:45
11:00 AM
12:00 PM
1:00 PM
1:30 PM
2:30
2:45
3:15 PM
4:00
Planning –
Break
Workshop –
Lunch
Module –
Lab –
Break
Plan Wrap-up –
Plan Summary –
Plan Review/Next Steps
Describe Module
Describe Workshop
Describe Module
Describe Lab
Describe Module
Describe Module
Planning, Design, and Proof of Concept
Day 4 Agenda
19
Time
9:00 AM
Topic
PoC Intro/Kick-off
Description
A review of the PoC workshop
and our goals.
9:30 AM
12:00 PM
1:00 PM
2:30
2:45
4:00
PoC Setup / Hydration –
Lunch
Lab –
Break
Lab –
Review/Next Steps
Describe Module
Describe Lab
Describe Lab
Planning, Design, and Proof of Concept
Day 5 Agenda
20
Time
9:00 AM
Topic
Lab -
10:45
11:00 AM
12:00 PM
1:00 PM
2:30
2:45
3:15 PM
4:00
Break
Lab Lunch
Lab Break
Engagement Wrap-up –
Summary –
Closeout Review/Next Steps
Description
Describe Lab
Describe Lab
Describe Lab
Describe Module
Describe Module
21
Thank you
22