Policies
Software Assurance Planning Services
Agenda
Engagement Policies
 Scope Policies
 Voucher Policies
 Resources
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Delivery
• Competency-holding
Partners
• Registered and approved
• Maintain competency
status
• Certified delivery
consultants
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• Designed and advertised
as onsite engagement
• Up to 3 days of off-site
delivery for distributed
customer resources
• Interactive consultative
sessions
• Unique prescriptive
Customer deliverable
Engagement Length
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Actual length varies by engagement
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Engagements may not exceed 15 days
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Engagements can be 1, 3, 5, 10 or
15 days
Vouchers should be reserved in VVR
prior to the engagement start date
See guidance outlined across each
program offering, and online FAQ
for more information
Planning Focused
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Delivery Framework
Focus
Product
• AZDPS: Microsoft Azure
• DDPS: Office; Office 365 ProPlus; Windows
• DTDPS: Visual Studio, Team Foundation
Server
• L&EDPS: Lync; Lync Online; Exchange;
Exchange Online
• PVDPS: Windows Server; select System
Center Component Combinations, Hyper-V
• SDPS: SharePoint; SharePoint Online
• SSDPS: SQL Server
Outcome
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Proof of
Optional supplement delivered to confirm,
facilitate, or reinforce creation of a plan or
Vision & Scope summary as the primary
deliverable
Concept /
Online Pilot
Deployment Plan
Upgrade Plan
Migration Plan
Vision and Scope
Office 365 Planning Tool Output
Proper Use
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Planning Services for targeted products
Directly proposes an increase of servers or seats
Promotes deployment of latest product versions
May include up to 4 hrs. of supplemental walk-on topics
(examples: environmental, utilization, and adoption
considerations)
Improper Use
• Engagement not focusing on Planning Services targeted
products, or outcomes. For example:
• System Center Configuration Manager Deployment
• Lync Network Performance Assessments
• Building solutions using SharePoint after deployment
• Office 365 Hybrid Integration Planning
• Product capability demo or PoC as primary focus
• Existing Windows server features (AD/Direct Access, etc.) with
no WS2012 installation or upgrade plan
• Services Pre-Sales
• Engagement resulting in a plan to deploy, upgrade or
migrate to the latest version of a Planning Services
featured product
• Single Planning Services deliverable accompanied with
or without a supporting PoC
• Office 365 FastTrack
Delivered as a means of proving or reinforcing a primary
outcome (a next-steps proposal or plan to deploy, upgrade
or migrate).
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Answers
How to deploy
Logistical Pre-Deployment Phase Planning
Funding
Software Assurance Planning Services
Vouchers
1-to-15-day vouchers based upon customer eligibility, size
and qualifying license count
Product Pre-sales
Strategic Utilization Planning
On-Premises Production Pilots
Staff Augmentation
Program Management Staff Augmentation
Production Deployments / Implementation Services
Remediation / Optimization Services
Standalone demo without a plan or proposal to deploy,
upgrade or migrate to the latest version of a Planning
Services advertised product
• On-Premises Production Pilot
Why deploy
Pre-Sales or Strategic Utilization Planning
How to adopt
Extended duration projects exceeding 15-days
General, unfocused consulting services
Performing Out of Scope activities as defined in Planning
Services delivery guidance
Engagement Outcomes
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Each engagement has two required deliverables
• Planning Services deliverable presented to the Customer and Microsoft
• Planning Services Completion Report or FastTrack Completion Confirmation presented to Microsoft
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Examples of Customer Planning Deliverable include:
• Findings & Recommendations
• Vision & Scope
• Solution Brief
• Custom Plan
• FastTrack Planning Completion Confirmation
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May include supplemental deliverables such as a lab or custom slides
Must align with products and services represented under each program
(e.g. no Exchange deliveries under DDPS, no Production Pilots, etc..)
Scope Policies
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Engagement High Level Scope
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All Planning Services deliveries
must meet the following criteria:
• A Planning Services deliverable must be furnished to the
customer
• Planning Services days may only be applied toward the
creation of the Required Deliverables and optional
elective activities directly associated with
creation/presentation of deliverables
• Deliverables MUST reflect number of days charged to
Microsoft (e.g. no 1-day deliverable for 15 days of
planning effort)
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For more details please refer to
the FAQ
Scope
Prescriptive,
engagements with
service levels of
1, 3, 5, 10, or 15 days
Plan Deliverable
Limited to products listed on left
Limited outcome (Deploy/Upgrade/Migrate)
Est. 1-3 Days (5 for larger planning sessions)
Invoice w/ Completion Report (est. 15 min)
Elective Activities
PoCs available at the 5, 10 and 15 day service levels if work
directly complements creation & presentation of plan
Scope (cont…)
Plan Deliverable
Limited to products listed on the right
Limited outcome (Deploy/Upgrade/Migrate)
3-15 days, depending on engagement
Invoice w/ Completion Report (est. 15 min)
Elective Activities
PoCs & Pilots are available when plan creation is primary
focus with LOB training support through DTDPS & AZDPS
Other Out of Scope Activities
Configuration
General Training
Deployment
Detailed Architectural Design
Production Modifications
Remediation
Optimization
Implementation
Development
Compliance
Staff Augmentation
Disaster Recovery
Program Documentation
Image Creation
UAT Testing
Utilization
Stabilization
Support
Recovery
DDPS & Windows Accelerate
Not supported:
• IE Migration PoC delivered as a stand-alone engagement
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Distributed Organizations
Vouchers from parent-level organizations can be used at
subsidiaries, divisions, or organizations (and vice versa)
provided each is legally connected
Advertised Durations
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Maximum
advertised
duration
Engagement durations should not exceed advertised maximums.
Shorter
durations
Shorter than advertised service levels may be performed by combining two or more
vouchers, however deliverables produced must reflect the outcomes of the original
engagement.
Multiple
engagements
May be performed for each customer, but only in cases where a different customer division
or implementation is being planned for. Separate deliverables must be produced for
each voucher used in cases where combined totals exceed advertised maximums.
Example: Office 365 Planning is limited to 3 and 10-day service levels.
http://planningservices.partners.extranet.microsoft.com/en/Pages/requireddeliverables.aspx
Consultant Time
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Voucher Expiration
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Vouchers must be reserved, delivered, and redeemed in
VVR prior to the stated expiration date found on the
voucher in VVR
Vouchers in the Assigned status have a lifespan of 180
days from the voucher creation date, regardless of the
expiration date of the customers enrollment
If the enrollment is still active when a voucher expires,
the days will return to the enrollment’s available pool of
days
If the enrollment has expired when the voucher
expires, the days are lost and cannot be restored or
applied towards a new enrollment
Resources
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Resources
Training/Guidance, Tools and Sites
Description
SA Planning Services Partner Portal
PS programs portal including information on the value of the benefit, “how-to”
resources for selling and delivering by PS type, required deliverables, process
templates and resources.
Required Deliverables by PS Type
Access the Required Deliverable templates by PS type, and the link to the
Completion Report.
Volume Licensing Service Center (VLSC)
Customer-facing volume licensing portal where qualified customers access their
SA benefits; used by the SA Benefits Manager to create and assign PS vouchers.
Voucher Validation & Redemption (VVR) Tool
Partner-facing internal tool used by Planning Services’ partners to reserve and
redeem vouchers.
Software Assurance Voucher Benefit Tool
(SAVB)
Partner-facing internal tool used by Planning Services partners to create a
Payment Request for vouchers they have redeemed in VVR, and get paid.
Frequently Asked Questions
List of the top Frequently Asked Questions about the Software Assurance
Planning Services
Contact Us
Contact the help aliases for each of the Planning Services.
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Thank you
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