Engagement Kickoff Presentation - Planning Services Partner Portal

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Software Assurance Planning Services

Partner MUST customize prior to delivery
Speaker:
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Title of presentation:
Technical Kickoff Presentation
Length of
presentation:
Add info here
Audience:
Customer IT Pro
Sales Cycle
Alignment:
Engagement
Desired Outcomes:



Modular Outline:
1
Kickoff Planning Services engagement
Introductions
Review agenda
Add more info here
Instructional slide to Partner: REMOVE
BEFORE PRESENTING TO CUSTOMER
Notes to Presenter:


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Slide to inform PS partner presenter on how to use and/or customize this deck.
This deck contains slide notes on how to the slide. Remove the slide notes if you plan on leaving this
presentation with the customer.
Modify the deck as necessary for your presentation
Internal Only – REMOVE BEFORE
PRESENTING TO CUSTOMER
2
Software Assurance Planning Services
Exchange Deployment Planning
Engagement Kick Off
Agenda
Introductions
 Project Team
 Engagement Overview / Agenda
 Q&A

4
Team {Partner}
{Partner} Account
Team
{Partner} Services
Team
Name
Role
<Insert name here>
Account Executive
<Insert name here>
Microsoft Exchange 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
5
Customer Project
Manager
Business
Stakeholders
Management
Engagement
Manager
Consultant
Team {Customer}
{CUSTOMER}
Core Team
{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
6
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
 A plan to get started
 Interact
 Get your questions answered
 Ask when things don’t add up
7
Deployment Planning Services Agenda
Day 1 Agenda
8
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
9
Thank you
10
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