1. 1 Partner MUST customize prior to delivery Software Assurance Planning Services 1 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

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

3. 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. Engagement Goals 3

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

5. Day 1 Agenda – Business objectives alignment Envisioning, Planning and Design 5 TimeTopicDescriptionTarget Audience 9:00 AM Intro/Kick-offReview DPS agenda and goalsBusiness, PMO, IT 9:30 AM Key business objectives Key stakeholders involved to provide a dialogue of their business objectives for the PPM Business, PMO, IT 10:30 AM Break 10:45 AM PPM Presentation and OverviewPresentation (.PPT) of Microsoft’s PPM solutionBusiness, PMO, IT 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. Business, PMO, IT 2:30 PM Break 2:45 PM Deep dive discussion - continuedBusiness, PMO, IT 4:00 PM Review/Next StepsAgenda setting and focus area decisionsBusiness, PMO, IT 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation: Key business objectives Challenges, concerns, and expectations Prioritization of solution modules Partner

6. Day 2 Agenda – Technology Decisions Envisioning, Planning and Design 6 TimeTopicDescriptionTarget Audience 9:00 AM Review and Agenda ConfirmationReview DPS agenda and goalsIT, 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. IT, PMO, Business 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 - ContinuedContinuedIT, PMO 2:30 PM Break 2:45 PM PPM configuration - ContinuedOn premises architecture planning (if required)IT, PMO 4:00 PM Review/Next Steps Summary and consentIT, PMO, Business 4:30 PM Deliverables and documentationCapture dialogue into deliverable documentationPartner

7. Day 3 Agenda – Strategy Alignment Envisioning, Planning and Design 7 TimeTopicDescriptionTarget Audience 9:00 AM Review and Agenda ConfirmationReview DPS agenda and goalsBusiness, PMO 9:30 AM Portfolio Demand ManagementStrategic Alignment and Portfolio managementBusiness, PMO 10:30 AM Break 10:45 AM Portfolio Demand Management - continued Project intake, workflows, templates, PDPsBusiness, PMO 12:00 PM Lunch 1:00 PM Reporting and BIReporting for PMs, PMOs, RMs, ExecutivesBusiness, PMO 2:30 PM Break 2:45 PM Reporting and BI - ContinuedReporting for PMs, PMOs, RMs, ExecutivesBusiness, PMO 4:00 PM Review/Next Steps Business, PMO 4:30 PM Deliverables and documentationCapture dialogue into deliverable documentationPartner

8. Day 4 Agenda – Reporting and BI Envisioning, Planning and Design 8 TimeTopicDescriptionTarget Audience 9:00 AMReview and Agenda ConfirmationReview DPS agenda and goalsBusiness, PMO 9:30 AMEnterprise Project ManagementProject planning and scheduling, views, KPIsBusiness, PMO 10:30 AMBreak 10:45 AM Enterprise Project Management – continued Project planning and scheduling, views, KPIsBusiness, PMO 12:00 PMLunch 1:00 PMResource ManagementResource types, capacity, demandBusiness, PMO 2:30 PMBreak 2:45 PMResource Management – ContinuedResource scheduling, resource plansBusiness, PMO 4:00 PMReview/Next Steps Business, PMO 4:30 PMDeliverables and documentationCapture dialogue into deliverable documentationPartner

9. Day 5 Agenda – Enterprise Project and Collaboration Envisioning, Planning and Design 9 TimeTopicDescriptionTarget Audience 9:00 AMReview and Agenda ConfirmationReview DPS agenda and goalsBusiness, PMO 9:30 AMProject Team CollaborationProject sitesBusiness, PMO 10:30 AMBreak 10:45 AMProject Task Statusing and TimesheetsStatus management, single-mode entryBusiness, PMO 12:00 PMLunch 1:00 PMDeployment planning and approach Build the high level deployment plan based on business needs and adoption capabilities Business, PMO, IT 2:30 PMBreak 2:45 PMEngagement Wrap-up / Parking LotBusiness, PMO, IT 4:00 PMCloseout Review/Next Steps Business, PMO, IT 4:30 PMDeliverables and documentationCapture dialogue into deliverable documentation Partner & customer’s PM/Sponsor

10. Thank you 10