Developer Tools Deployment Planning Services Guide
Version 4
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Developer Tools Deployment Planning Services Guide
Table of Contents
1
Introduction to Service Guide .................................................................................... 3
2
Planning Services: A Software Assurance Benefit ....................................................... 4
3
4
5
2.1
General Overview ................................................................................................................... 4
2.2
Engagement Fees.................................................................................................................... 4
2.3
Resources................................................................................................................................ 4
Developer Tools Deployment Planning Services ......................................................... 5
3.1
Team Foundation Server (TFS) Deployment Assessment ...................................................... 5
3.2
Visual Studio Quality Tools Deployment Assessment ............................................................ 5
3.3
Visual Studio Agile Deployment Assessment ......................................................................... 6
3.4
Visual Studio DevOps Deployment Assessment ..................................................................... 7
Sales and Marketing Resources ................................................................................. 8
4.1
DTDPS Customer Datasheet ................................................................................................... 8
4.2
DTDPS Sell the Engagement Customer Presentation ............................................................. 8
4.3
Customer Website for All Planning Services .......................................................................... 8
Engagement Materials............................................................................................... 9
5.2
Project Scope and Customer Commitment .......................................................................... 10
5.3
Pre-Engagement Questionnaire ........................................................................................... 11
5.3.1
6
Setting Reasonable Expectations Upfront .................................................................... 11
5.4
Business Value Presentation ................................................................................................ 11
5.5
Delivery Guide ...................................................................................................................... 12
5.6
Deployment (Migration) Plan Template ............................................................................... 12
5.7
Leave Behind Materials ........................................................................................................ 12
5.8
Technical Resources ............................................................................................................. 13
Deliverables ............................................................................................................ 14
6.1
To Customer Deliverables..................................................................................................... 14
6.2
To Microsoft Deliverables..................................................................................................... 14
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Developer Tools Deployment Planning Services Guide
1
Introduction to Service Guide
This guide is designed to assist consultants in delivering the Developer Tools Deployment Planning
Service (DTDPS) engagements to customers. The following sections provide an overview of the
DTDPS offers and explain program tools, resources, and deliverable requirements.
Please read this guide first.
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Developer Tools Deployment Planning Services Guide
2
Planning Services: A Software Assurance Benefit
2.1
General Overview
Planning Services are pre-defined, structured engagements designed to help guide Microsoft
Software Assurance customers through the deployment and business value planning stages of
software implementation. The purpose of Planning Services is to provide customers with a clear
roadmap for deployment and open the door for partners to offer downstream deployment and
infrastructure optimization services. Each engagement results in a custom deployment plan for the
customer.
Eligible customers are awarded points based on the number of qualifying Microsoft licenses they
purchase thru Open, Select, and EA programs. They can redeem these points for Planning Services
days which can be used for a pre-defined consulting engagement with a certified partner or
Microsoft Services.
Planning Services days earned across all software purchases are pooled and can be used on any of
the Planning Services offerings regardless of the software type purchased (e.g., a customer who
earns 5,000 points by owning SQL server licenses can use their Planning Services days toward any
offering, not just SQL server).
Microsoft pays the partner a standard, daily rate to deliver the engagement. The rate is determined
by location and the partner is paid for the prescribed number of days (i.e.: consultants providing a 5day engagement are paid for exactly 5 days). Through this program, there is no additional cost to the
customer.
Developer Tools Deployment Planning Services allow Software Assurance customers to use their
Planning Services days to help deploy or upgrade Visual Studio Team Foundation Server, implement
a modern testing platform with Test Professional, or adopt an agile methodology.
2.2
Engagement Fees
According to the terms and conditions of this offer, Microsoft Corporation will reimburse the
consultant for the number of service days defined in the engagement on submission of required
deliverables.
The customer will not be invoiced for any part of this project. If the customer wishes to extend or
significantly alter the scope of the project, they will need to contract separately with the consultant
and vice versa. No extensions or revisions will be covered by Microsoft.
2.3
Resources
To learn how the Planning Services process works and what you need to do to qualify and get paid,
please visit the Planning Services partner portal: www.microsoftdps.com
All engagement materials, references, templates, and trainings are available here, on the website.
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3
Developer Tools Deployment Planning Services
Developer Tools offers three unique Planning Services Engagements appropriate for customers at
different stages of Visual Studio adoption.
3.1
Team Foundation Server (TFS) Deployment Assessment
This five-day engagement involves a targeted Application Lifecycle Management (ALM) Assessment
that helps establish a foundation for deploying Team Foundation Server. The end result is a
customized deployment plan.
Suggested Daily Agenda
Day
Activity
Phase 1: Pre-Engagement Activities (Day 0)
0



Customer completes and returns the Project Scope and Customer Commitment* doc.
Customer completes and returns the Pre-Engagement Questionnaire.*
Customer responses are used to adjust the project scope (if necessary).
Phase 2: Kick-off and Presentation (Day 1)
1



Review Pre-Engagement Questionnaire with customer.
Conduct the Team Foundation Server Business Value Presentation* for customers.
Lead discussion to understand desired outcome of engagement.
Phase 3: Discovery Workshops and Interviews (Day 2-3)
2-3

Interview SMEs to complete the ALM Assessment Tool
Phase 4: Deployment Plan Development (Day 4)
4

Compile inputs from ALM Assessment and TFS Deployment Checklist to complete the
Deployment Plan Template.
Phase 5: Plan and Resources Delivery (Day 5)
5



3.2
Visual Studio Quality Tools Deployment Assessment
Install and walk through the ALM Demo VHD and other leave-behind materials for customer.
Review final Deployment Plan with Customer.
Complete Partner Survey* and submit deliverables* to Microsoft for Payment.
Customers already running Team Foundation Server can use this five-day engagement to help adopt
a modern testing platform. The engagement involves a targeted ALM Assessment. The end result is
a custom roadmap for deploying Visual Studio Ultimate, Premium, and/or Test Professional to
support ongoing testing.
Suggested Daily Agenda
Day
Activity
Phase 1: Pre-Engagement Activities (Day 0)
0

Customer completes and returns the Project Scope and Customer Commitment* doc.
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

Customer completes and returns the Pre-Engagement Questionnaire.*
Customer responses are used to adjust the project scope (if necessary).
Phase 2: Kick-off and Presentation (Day 1)



1
Review Pre-Engagement Questionnaire with customer.
Conduct Visual Studio Quality Solution Presentation* for customers.
Lead discussion to understand desired outcome of engagement.
Phase 3: Discovery Workshops and Interviews (Day 2-3)

2-3
Interview SMEs to complete the Quality Tools Deliver Guide * consisting of:
o The ALM Assessment Tool
o The Visual Studio Quality Tools Deployment Checklist
Phase 4: Deployment Plan Development (Day 4)

4

Combine outputs from the ALM Quality Assessment and Visual Studio Quality Tools
Deployment Checklist to complete the Quality Tools Deployment Plan Template*.
Roadmap and Recommendations documented in the Deployment Plan
Phase 5: Plan and Resources Delivery (Day 5)

5


3.3
Install and walk through the ALM Demo VHD and other post-engagement materials for
customer.
Review final Deployment Plan with Customer.
Complete Partner Survey* and submit deliverables* to Microsoft for Payment.
Visual Studio Agile Deployment Assessment
This three-day engagement involves a targeted agile assessment that assists in developing an
effective strategy for adopting or improving agility. Ideally, the implementation of the Team
Foundation Server agile planning tools will provide an excellent tool for improving a customer’s
agility. The end result of this engagement is a set of customized recommendations for improving
agility.
Suggested Daily Agenda
Day
Activity
Phase 1: Pre-Engagement Activities (Day 0)
0



Customer completes and returns the Project Scope and Customer Commitment doc.*
Customer completes and returns the Pre-Engagement Questionnaire.*
Customer responses are used to adjust the project scope (if necessary).
Phase 2: Kick-off and Presentation (Day 1)
1



Review Pre-Engagement Questionnaire with customer.
Conduct the Agile Business Value Presentation* for customers, or similar presentation
Lead discussion to understand desired outcome of engagement.
Phase 3: Discovery Workshops and Interviews (Day 1-2)
1-2

Interview SMEs to understand needs of customer organization consisting of:
o Questions tailored to the organization based on the answers from the pre-engagement
questionnaire and initial discovery.
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Phase 4: Agile Deployment Assessment Deliverable Development (Day 3)
3

Compile inputs from assessment to complete the Agile Deployment Assessment Template*.
Phase 5: Plan and Resources Delivery (Day 3)
5



Review final agile recommendations with Customer.
Install and walk through any leave-behind materials you deem useful for the customer.
Complete Partner Survey* and submit deliverables* to Microsoft for Payment.
*items that correspond to templates or documents available from DTDPS website
3.4
Visual Studio DevOps Deployment Assessment
This three-day engagement involves a targeted DevOps assessment that assists in developing an
effective strategy for assessing and improving DevOps maturity. Ideally, the implementation of
Microsoft DevOps solutions will provide an excellent foundation for improvement. The end result of
this engagement is a set of customized recommendations for maturing DevOps capabilities.
Suggested Daily Agenda
Day
Activity
Phase 1: Pre-Engagement Activities (Day 0)
0



Customer completes and returns the Project Scope and Customer Commitment doc.*
Customer completes and returns the Pre-Engagement Questionnaire.*
Customer responses are used to adjust the project scope (if necessary).
Phase 2: Kick-off and Presentation (Day 1)
1



Review Pre-Engagement Questionnaire with customer.
Conduct the DevOps Business Value Presentation* for customers, or similar presentation
Lead discussion to understand desired outcome of engagement.
Phase 3: Discovery Workshops and Interviews (Day 1-2)
1-2

Interview SMEs to understand needs of the customer’s organization, using:
o The DevOps progression Framework.
o Additional questions tailored to the organization based on the answers from the preengagement questionnaire and initial discovery.
Phase 4: DevOps Deployment Assessment Deliverable Development (Day 3)
3

Compile inputs from assessment to complete the DevOps Deployment Assessment Template*.
Phase 5: Plan and Resources Delivery (Day 3)
5



Review final DevOps recommendations with the customer.
Install and walk through any leave-behind materials you deem useful for the customer.
Complete Partner Survey* and submit deliverables* to Microsoft for payment.
*items that correspond to templates or documents available from DTDPS website
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4
Sales and Marketing Resources
There are sales and marketing resources available for you on the DTDPS website. To find the
materials the Sell the Engagement page on the DTDPS website.
www.microsoftdtdps.com/
Read about “Microsoft’s Journey to Cloud Cadence” by Sam Guckenheimer
download.microsoft.com/download/7/3/f/73fd407c-abcd-4599-90a6-90ffedfbc9e1/from agile to
devops at microsoft developer division.pdf
4.1
DTDPS Customer Datasheet
This one-page Word document provides a brief overview of DTDPS engagements and shows
customers how to activate their Planning Services benefits.
4.2
DTDPS Sell the Engagement Customer Presentation
A PowerPoint deck explaining DTDPS offerings, Planning Services benefits, and the value for
customers is available for you to download and share.
4.3
Customer Website for All Planning Services
DTDPS is available to eligible Microsoft Volume Licensing customers as a Software Assurance
benefit. Customers can learn more about their benefits and the different Planning Services offered
through the Microsoft Volume Licensing website:
https://www.microsoft.com/licensing/software-assurance/planning-services-overview.aspx
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5
Engagement Materials
The following sections describe the templates and documents that are available for each
engagement and explain how and when to use them. While it is not required that all the resources
are used, it is required that all relevant sections covered in the templates are addressed during the
course of the engagement.
If you wish to use your own materials, you are encouraged to look through the items provided by
Microsoft first to ensure all the specified areas are being covered.
Please note, the project scope covered by these materials describe the minimum required for
completion of Developer Tools Deployment Planning Services. Consultants with extra time, who
would like to offer additional services as part of the engagement, are welcome to do so.
All engagement materials are available for download through the Microsoft Software Assurance
Planning Services website: www.microsoftdtdps.com
For this DevOps engagement we are keeping documents that need more frequent updates at this
location: http://aka.ms/dtdpsdevops. Look for latest versions of the following documents in this
location:
-
DevOps_CustomerDeck100L.pptx
DevOps_OnePager.pptx
DevOps Practices / Products alignment document
To find engagement-specific information for DTDPS:
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(1) On the home page, select the appropriate engagement from the list under “Existing
Partners.”
(2) The assessment page will open. The resources are listed in the right column of the
individual engagement pages.
Note: Engagement materials are bundled by phase.
5.2
Project Scope and Customer Commitment
Located in the zipped file: Phase 1 Pre-Engagement Activities
The purpose of the Project Scope and Customer Commitment document is to provide customers
with a clear idea of how the engagement will proceed, what will be required of them and what the
final deliverables will be before the engagement begins. It is intended to protect you from project
and timeline creep by ensuring the resources required for completion of the engagement will be
available on day one. The document should be filled out and signed by the customer before any
work begins.
Best Practice Suggestion: Email the Project Scope and Customer Commitment Document along with
the Pre-Engagement Questionnaire to your customer contact immediately after your initial
conversation. Ask the customer to complete and return the Project Scope and Customer
Commitment document before scheduling the engagement. Double check to make sure the
customer SMEs have been identified in the returned document and interview/presentation times
have been scheduled.
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5.3
Pre-Engagement Questionnaire
Located in the zipped file: Phase 1 Pre-Engagement Activities
The purpose of the Pre-Engagement Questionnaire is to ensure a successful outcome from the
engagement by:
 Providing information from the customer that could otherwise take your team several
hours/days to track down.
 Helping you understand the current environment and plan for a successful engagement.
 Increasing your overall efficiency once on site.
Ask your customer contact to complete and return the questionnaire before the engagement
begins.
5.3.1
Setting Reasonable Expectations Upfront
Every development environment is unique, and while this engagement has been designed to work
for most customers, there may be some who require preparation work that is out of scope (e.g.,
third-party migration planning or customized template development).
Answers to the pre-engagement questionnaire can help you assess whether or not the engagement
will be a good fit for the customer and if the engagement can be successfully completed in the
allotted amount of time. If you have concerns about either of these issues after reviewing the
questionnaire, meet with the customer to review the Project Scope, discuss the challenges you
foresee and recommend a solution.
Please Note: DTDPS funds are only available for the pre-defined, structured engagements detailed
in the Project Scope and Customer Commitment document. If the work falls outside the scope of
this project, it is not payable through Software Assurance Planning Services.
Best Practice Suggestion: Email the Pre-Engagement Questionnaire along with the Project Scope
and Customer Commitment document to your customer after your initial conversation. Ask that the
questionnaire be returned at least one business day before the start of the engagement to allow
your team time to review it. Once on site, sit down with a Subject Matter Expert (SME) to go over
the answers and clear up any outstanding questions you may have.
5.4
Business Value Presentation
Located in the zipped file: Phase 2 Kick off and Presentation
The purpose of the Business Value Presentation is to help customers better understand the value of
Team Server Foundation and/or Visual Studio Quality Tools and to help them articulate their desired
end state.
Early in the engagement, meet with key stakeholders and share the PowerPoint presentation. Use
this opportunity to build consensus about which aspects of deployment planning are most
important to the customer and set priorities for planning.
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Demonstration guidance and talking points are included in the PowerPoint notes to help facilitate
the talk. A folder of supplemental slides is in the Day 1 zipped file for augmenting the standard
PowerPoint deck.
Best Practice Suggestion: The Project Scope and Customer Commitment document includes a
scheduling request in which your customer is asked to arrange a meeting with key stakeholders for
the Business Value Presentation. Double check to make sure your contact has arranged for this
meeting before finalizing your agreement.
5.5
Delivery Guide
Located in the zipped file: Phase 3 Discovery Workshop and Interviews
The purpose of the Delivery Guide is to walk you through the basic steps required to perform the
engagement and collect the information required to build the Deployment or Migration Plan.
Additional resources and references are available for those who may require more technical detail
(see Technical Resources).
The Delivery Guide walks the consultant through the following steps:
1. Customer survey (you may use the ALM Assessment Builder Tool, or
corresponding interview questions)
2. The Planning Checklist
3. Sample Code Migration (for VSS Migration Assessment only)
4. Leave Behind Materials
5.6
Deployment (Migration) Plan Template
Located in the zipped file: Phase 4 Deployment Plan Development
The purpose of the Deployment Plan Template is to provide a structure for your final deliverable to
the customer (and Microsoft). The template includes various sections that map back to key findings
from the Pre-Engagement Questionnaire, DevOps Assessment, and the Planning Checklist. A copy of
the final Deployment/Migration Plan is required for Microsoft for payment (learn more in
“Deliverables” section of this document).
Best Practice Suggestion: Use the examples embedded in the template as guidance for what
belongs in each section. If a section of the template is not applicable for a particular customer, mark
it as such and provide a brief explanation. Each zipped file also contains an example of a completed
plan for reference.
5.7
Leave Behind Materials
Located in the zipped file: Phase 5 Leave Behind Materials
A handful of key resources are available to your customers through these Planning Services. The
purpose of these materials is to increase the value of the service to the customer, help the customer
appreciate the new capabilities of their deployment and provide some basic training. Delivering the
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materials to your customer and showing them how to use them is a required component of this
engagement.
Before the end of the engagement, schedule time with a customer SME to download the leave
behind materials and walk through them together. The Delivery Guide contains more detail on the
materials.
Best Practice Suggestion: Download the files to a flash drive or portable hard drive one to two days
before your meeting with the customer SME and spend some time familiarizing yourself with them.
You may consider moving this activity to earlier in the engagement to help your customers better
understand the benefits of deployment and define their ideal end state.
5.8
Technical Resources
Located on the Engagement page under Trainings
Comprehensive technical resources are available and are detailed in the Delivery Guide.
Best Practice Suggestion: Scan through the technical resources before beginning the assessment so
you’re familiar with what’s available.
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6
Deliverables
At the completion of the engagement, the items listed below are required for payment.
6.1
To Customer Deliverables
Deliverables to the customer include:
1. A Deployment/Migration Plan – Completed with key findings from the engagement.
2. Leave Behind Materials – Downloaded to a customer machine and demonstrated.
3. Customer Survey from Microsoft – Available for the customer online or in a Word doc.
http://www.surveymonkey.com/s/DTDPS_cs
6.2
To Microsoft Deliverables
Deliverables for Microsoft include:
1. A copy of the customer’s Deployment/Migration Plan.
2. Complete the online Planning Service Completion Report
To learn more about how and where to submit these materials, visit the Required Deliverables page
on the Planning Services partner website.
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