1. Instructional slide to Partner: REMOVE BEFORE PRESENTING TO CUSTOMER
Software Assurance Planning Services
Partner MUST customize prior to delivery
Speaker:
Add info here
Title of presentation:
Project and Portfolio Management (PPM) Solution Planning: Kick-off/Agenda
Length of presentation:
30 minutes
Audience:
Customer BDM/TDM/IT Pro
Sales Cycle Alignment:
Pre-sales/Post-sales Deployment
Desired Outcomes:
Help customer understand how the PPM Solution Planning engagement will assist in achieving desired PPM business objectives with configuration and implementation guidance for the supporting technologies.
Explain funding mechanism to customer through PPM Deployment Planning Services programs
Modular Outline:
Add more info here
Instructional slide to Partner: REMOVE BEFORE PRESENTING TO CUSTOMER 1

2. Project & Portfolio Management (PPM) Solution Planning: Kick-off / Agenda
Software Assurance Planning Services

3. Engagement Goals To be completed by partner
Facilitate workshops and knowledge transfer to capture customer business objectives, and produce guidance towards:
Prioritization of customer needs.
Effective implementation and adoption path based on needs.
Corresponding configuration of Microsoft’s PPM offering.

4. 5-Day Agenda
Planning, Design, and Proof of Concept

5. Envisioning, Planning and Design
11/6/2017
Envisioning, Planning and Design
Day 1 Agenda – Business objectives alignment
Time
Topic
Description
Target Audience
9:00 AM
Intro/Kick-off
Review DPS agenda and goals
Business, PMO, IT
9:30 AM
Key business objectives
Key stakeholders involved to provide a dialogue of their business objectives for the PPM
10:30 AM
Break
10:45 AM
PPM Presentation and Overview
Presentation (.PPT) of Microsoft’s PPM solution
12:00 PM
Lunch
1:00 PM
Deep dive discussion and PPM solution walkthrough
Demonstration focused on processes and solution modules which best address customer business objectives.
2:30 PM
2:45 PM
Deep dive discussion - continued
4:00 PM
Review/Next Steps
Agenda setting and focus area decisions
4:30 PM
Deliverables and documentation
Capture dialogue into deliverable documentation:
Challenges, concerns, and expectations
Prioritization of solution modules
Partner
Audience:
Primary sponsor = All Day / Project Manager / Project Manager (rep)
Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
PMO Director = as needed
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Envisioning, Planning and Design
11/6/2017
Envisioning, Planning and Design
Day 2 Agenda – Technology Decisions
Time
Topic
Description
Target Audience
9:00 AM
Review and Agenda Confirmation
Review DPS agenda and goals
IT, PMO, Business
9:30 AM
PPM: Server/O365 Delta: Customer infrastructure needs and policies
Discussion of the customer’s specific infrastructure, policies, toolsets in use, etc.
10:30 AM
Break
10:45 AM
PPM configuration: Authentication, Security, LOB System Integration, Customization, etc.
Discussion on IT needs to support business objectives.
Optional discussion on differences between Project Server and Project Online.
IT, PMO
12:00 PM
Lunch
1:00 PM
PPM configuration - Continued
Continued
2:30 PM
2:45 PM
On premises architecture planning (if required)
4:00 PM
Review/Next Steps
 Summary and consent
4:30 PM
Deliverables and documentation
Capture dialogue into deliverable documentation
Partner
Audience:
Primary sponsor = All Day / Project Manager / Project Manager (rep)
Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
PMO Director = as needed
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Envisioning, Planning and Design
11/6/2017
Envisioning, Planning and Design
Day 3 Agenda – Strategy Alignment
Time
Topic
Description
Target Audience
9:00 AM
Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM
Portfolio Demand Management
Strategic Alignment and Portfolio management
10:30 AM
Break
10:45 AM
Portfolio Demand Management - continued
Project intake, workflows, templates, PDPs
12:00 PM
Lunch
1:00 PM
Reporting and BI
Reporting for PMs, PMOs, RMs, Executives
2:30 PM
2:45 PM
Reporting and BI - Continued
4:00 PM
Review/Next Steps
4:30 PM
Deliverables and documentation
Capture dialogue into deliverable documentation
Partner
Audience:
Primary sponsor = All Day / Project Manager / Project Manager (rep)
Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
PMO Director = as needed
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Envisioning, Planning and Design
11/6/2017
Envisioning, Planning and Design
Day 4 Agenda – Reporting and BI
Time
Topic
Description
Target Audience
9:00 AM
Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM
Enterprise Project Management
Project planning and scheduling, views, KPIs
10:30 AM
Break
10:45 AM
Enterprise Project Management – continued
12:00 PM
Lunch
1:00 PM
Resource Management
Resource types, capacity, demand
2:30 PM
2:45 PM
Resource Management – Continued
Resource scheduling, resource plans
4:00 PM
Review/Next Steps
4:30 PM
Deliverables and documentation
Capture dialogue into deliverable documentation
Partner
Audience:
Primary sponsor = All Day / Project Manager / Project Manager (rep)
Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
PMO Director = as needed
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Envisioning, Planning and Design
11/6/2017
Envisioning, Planning and Design
Day 5 Agenda – Enterprise Project and Collaboration
Time
Topic
Description
Target Audience
9:00 AM
Review and Agenda Confirmation
Review DPS agenda and goals
Business, PMO
9:30 AM
Project Team Collaboration
Project sites
10:30 AM
Break
10:45 AM
Project Task Statusing and Timesheets
Status management, single-mode entry
12:00 PM
Lunch
1:00 PM
Deployment planning and approach
Build the high level deployment plan based on business needs and adoption capabilities
Business, PMO, IT
2:30 PM
2:45 PM
Engagement Wrap-up / Parking Lot
4:00 PM
Closeout Review/Next Steps
4:30 PM
Deliverables and documentation
Capture dialogue into deliverable documentation
Partner & customer’s PM/Sponsor
Audience:
Primary sponsor = All Day / Project Manager / Project Manager (rep)
Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager
Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc)
PMO Director = as needed
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Thank you