1  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 SharePointSA Team Marketing SharePoint See “READ FIRST” deck for synopsis of new guidelines and SA color palletREAD FIRST WWLP Visual Identify Guidelines and approved SA templates WWLP Visual Identify Guidelines 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 Template for Partner-delivered PS engagements 1 Internal Only – REMOVE THIS SLIDE BEFORE PROVIDING TO PARTNER

2  Partner MUST customize prior to delivery Software Assurance Planning Services 2 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:  Kickoff Planning Services engagement  Set Agenda for first day Modular Outline: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 3 Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

Engagement Kick Off Software Assurance Planning Services

Agenda 5  Introductions  Project Team  Engagement Overview / Agenda  Q&A

Team {Partner} 6 NameRole {Partner} Account Team Account Executive Microsoft Office 365 Technical Specialist Services Executive {Partner} Services Team Engagement Manager Architect Consultant Technical Account Manager Customer Sponsor Customer IT Pros Business Stakeholders Management Customer Project Lead Customer Project Manager {Partner} Sponsor Engagement Manager Consultant

Team {Customer} 7 NameRole / Focus area {CUSTOMER} CoreTeam Executive Sponsor Project Manager {CUSTOMER} Technical subject matter experts (SMEs) Engagement Manager Architect Consultant Technical Account Manager Customer Sponsor Customer IT Pros Business Stakeholders Management Customer Project Lead Customer Project Manager {Partner} Sponsor Engagement Manager Consultant NameRole / Focus area Product specific roles Role 1 Role 2 Role 3 Role 4

Participation expectations  Keep to the schedule  Be present  Interact  Ask when things don’t add up What you get 8  Recommended practices  End to end view  A plan to get started  Get your questions answered What we expect

Solution Strategy Brief 1-Day Agenda 9

1-Day Agenda Solution Strategy Brief 10 TimeTopicDescription 9:00 AMIntro/Kick-off A review of the workshop and our goals. 9:30 AMModule –Describe Module 10:45Break 11:00 AMModule –Describe Module 12:00 PMLunch 1:00 PMModule –Describe Module 1:30 PMLab/Demo –Describe Lab 2:30Break 2:45Lab/Demo –Describe Lab 3:15 PMLab/Demo –Describe Lab 4:00Review/Next Steps

Solution Brief and Design Session 3-Day Agenda 11

Day 1 Agenda Solution Brief and Design Session 12 TimeTopicDescription 9:00 AMIntro/Kick-off A review of the workshop and our goals. 9:30 AMModule –Describe Module 10:45Break 11:00 AMModule –Describe Module 12:00 PMLunch 1:00 PMModule –Describe Module 1:30 PMLab/Demo –Describe Lab 2:30Break 2:45Lab/Demo –Describe Lab 3:15 PMLab/Demo –Describe Lab 4:00Review/Next Steps

Day 2 Agenda Solution Strategy Brief and Design Session 13 TimeTopicDescription 9:00 AM Architecture Design Session Introduction A review of the workshop and our goals. 9:30 AMWorkshop –Describe Workshop 10:45Break 11:00 AMWorkshop –Describe Workshop 12:00 PMLunch 1:00 PMPlanning –Describe Module 1:30 PMAssessment Lab –Describe Lab 2:30Break 2:45Workshop –Describe Workshop 3:15 PMLab –Describe Lab 4:00Review/Next Steps

Day 3 Agenda Solution Strategy Brief and Design Session 14 TimeTopicDescription 9:00 AMPlanning Overview A review of the plan progress and next steps 9:30 AMPlanning –Describe Module 10:45Break 11:00 AMWorkshop –Describe Workshop 12:00 PMLunch 1:00 PMModule –Describe Module 1:30 PMLab –Describe Lab 2:30Break 2:45Plan Wrap-up –Describe Module 3:15 PMSummary –Describe Module 4:00Closeout Review/Next Steps

Planning, Design, and Proof of Concept 5-Day Agenda 15

Day 1 Agenda Planning, Design, and Proof of Concept 16 TimeTopicDescription 9:00 AMIntro/Kick-off A review of the workshop and our goals. 9:30 AMModule –Describe Module 10:45Break 11:00 AMModule –Describe Module 12:00 PMLunch 1:00 PMModule –Describe Module 1:30 PMLab/Demo –Describe Lab 2:30Break 2:45Lab/Demo –Describe Lab 3:15 PMLab/Demo –Describe Lab 4:00Review/Next Steps

Day 2 Agenda Planning, Design, and Proof of Concept 17 TimeTopicDescription 9:00 AM Architecture Design Session Introduction A review of the workshop and our goals. 9:30 AMWorkshop –Describe Workshop 10:45Break 11:00 AMWorkshop –Describe Workshop 12:00 PMLunch 1:00 PMPlanning –Describe Module 1:30 PMAssessment Lab –Describe Lab 2:30Break 2:45Workshop –Describe Workshop 3:15 PMLab –Describe Lab 4:00Review/Next Steps

Day 3 Agenda Planning, Design, and Proof of Concept 18 TimeTopicDescription 9:00 AMPlanning Overview A review of the plan progress and next steps 9:30 AMPlanning –Describe Module 10:45Break 11:00 AMWorkshop –Describe Workshop 12:00 PMLunch 1:00 PMModule –Describe Module 1:30 PMLab –Describe Lab 2:30Break 2:45Plan Wrap-up –Describe Module 3:15 PMPlan Summary –Describe Module 4:00Plan Review/Next Steps

Day 4 Agenda Planning, Design, and Proof of Concept 19 TimeTopicDescription 9:00 AMPoC Intro/Kick-off A review of the PoC workshop and our goals. 9:30 AMPoC Setup / Hydration –Describe Module 12:00 PMLunch 1:00 PMLab –Describe Lab 2:30Break 2:45Lab –Describe Lab 4:00Review/Next Steps

Day 5 Agenda Planning, Design, and Proof of Concept 20 TimeTopicDescription 9:00 AMLab -Describe Lab 10:45Break 11:00 AMLab -Describe Lab 12:00 PMLunch 1:00 PMLab -Describe Lab 2:30Break 2:45Engagement Wrap-up –Describe Module 3:15 PMSummary –Describe Module 4:00Closeout Review/Next Steps

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