Software Assurance Planning Services

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• Competency-holding
Partners
• Registered and approved
• Maintain competency status
• Certified delivery consultants
• 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

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Engagements can be 1, 3, 5, 10 or
15 days
Actual length varies by engagement
Engagements may not exceed 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

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Product
Outcome
Funding
Focus
• AZDPS: Microsoft Azure
• DDPS: Office; Office 365 ProPlus; Windows
• DTDPS: Visual Studio, Team Foundation
Server
• S&EDPS: Skype for Business; Skype for
Business Online; Exchange; Exchange
Online
• PVDPS: Windows Server; select System
Center Component Combinations, Hyper-V
• SDPS: SharePoint; SharePoint Online
• SSDPS: SQL Server
• Deployment Plan
• Upgrade Plan
• Migration Plan
• Vision and Scope
• Office 365 Planning Tool Output
Proof of
Concept /
Online Pilot
Answers
Optional supplement delivered to confirm, facilitate, or reinforce creation of a plan or
Vision & Scope summary as the primary deliverable
How to deploy
Software Assurance Planning Services
Vouchers
Proper Use
• 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
• Skype for Business 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).
Logistical Pre-Deployment Phase Planning
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

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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
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Solution Brief
Custom Plan
FastTrack Planning Completion Confirmation
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..)

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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)

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

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

General Training
Detailed Architectural Design
Production Modifications
Program Documentation
Development
Compliance
Recovery
Disaster Recovery
Image Creation
Stabilization

Not supported:
• IE Migration PoC delivered as a stand-alone engagement
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Maximum advertised duration
Engagement durations should not 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
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.

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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

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Training/Guidance, Tools and Sites
SA Planning Services Partner Portal
Required Deliverables by PS Type
Volume Licensing Service Center (VLSC)
Voucher Validation & Redemption (VVR) Tool
Software Assurance Voucher Benefit Tool
(SAVB)
Frequently Asked Questions
Contact Us
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Description
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.
Access the Required Deliverable templates by PS type, and the link to the
Completion Report.
Customer-facing volume licensing portal where qualified customers access their
SA benefits; used by the SA Benefits Manager to create and assign PS vouchers.
Partner-facing internal tool used by Planning Services’ partners to reserve and redeem vouchers.
Partner-facing internal tool used by Planning Services partners to create a
Payment Request for vouchers they have redeemed in VVR, and get paid.
List of the top Frequently Asked Questions about the Software Assurance
Planning Services
Contact the help aliases for each of the Planning Services.

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