1. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

3. Project & Portfolio Management (PPM) Solution Planning Delivery Sessions, Software Assurance Planning Services

4. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

6. Facilities

7. Introductions 7 NameCompany Affiliation Job Title / FunctionKey ResponsibilitiesPPM Related Experience Expectations from this Session Sara DavisContoso contractor Project ManagerManagement of the XYZ and ABC projects NoneLearn about Project Online and how we will deploy it at Contoso.

8. Project PPM Planning Engagement: Goals

9. 5-Day Agenda Project & Portfolio Management (PPM) Solution Planning customer engagement

10. Day 1 Agenda – Business objectives alignment Envisioning, Planning and Design TimeTopicDescriptionTarget Audience 9:00 AM Intro/Kick-offReview PPM Planning Services agenda and goalsBusiness, PMO, IT 9:30 AM Customer’s 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 addressing 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

11. Day 2 Agenda – Technology Decisions Envisioning, Planning and Design TimeTopicDescriptionTarget Audience 9:00 AM Review and Agenda ConfirmationReview PPM Planning Services agenda and goalsIT, PMO 9:30 AM PPM: Online/Server 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

12. Day 3 Agenda – Strategy Alignment Envisioning, Planning and Design TimeTopicDescriptionTarget Audience 9:00 AM Review and Agenda ConfirmationReview PPM Planning Services 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, demand management, workflows, templates, PDPs Business, 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

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

14. Day 5 Agenda – Enterprise Project and Collaboration Envisioning, Planning and Design TimeTopicDescriptionTarget Audience 9:00 AMReview and Agenda ConfirmationReview PPM Planning Services agenda and goalsBusiness, PMO 9:30 AMProject Team CommunicationsEnterprise and team communications, Project 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 Lot Business, 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

15. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

17. Project Key Participants

18. Project Session Objectives

19. Project Documented Customer Decisions

21. Project Replace monthly project reports with live reporting capabilities… Select a better portfolio of projects… Understand resource capacity, demand, allocation and utilization… Provide better project cost and financial information… Replace the XYZ timesheet solution... … Examples Improve collaboration of involved parties… Enforce financial reporting framework…

22. Comprehensive Project and Portfolio Management Solution

23. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

25. Project Key Participants

26. Project Session Objectives

27. Project Documented Customer Decisions

29. IndividualTeam Choose the Right Tools that Will Evolve with You From individual project managers to an enterprise-grade solution, both on-premises or as a service Enterprise Project Management Maturity LowMediumHigh Workgroup Collaboration and Reporting Desktop application and the PPM solution in the cloud Project Managers Project & Portfolio Management Enterprise

30. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

32. Project Key Participants

33. Project Session Objectives

34. Project Documented Customer Decisions

41. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

43. Project Key Participants

44. Project Session Objectives

45. Project Documented Customer Decisions

47. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

49. Project Key Participants

50. Project Session Objectives

51. Project Documented Customer Decisions

53. Project Supporting Materials

54. Project

55. Not directly accessible by code.

56. Project Cloud Services Packaged Software/ On-Premise Storage Servers Networking O/S Middleware Virtualization Data Applications Runtime You manage Infrastructure (as a Service) Storage Servers Networking O/S Middleware Virtualization Data Applications Runtime Managed by vendor You manage Software (as a Service) Managed by vendor Storage Servers Networking O/S Middleware Virtualization Applications Runtime Data

57. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

59. Project Key Participants

60. Project Session Objectives

61. Project Documented Customer Decisions

63. Project Supporting Materials

64. Project Project Web App Server Settings

65. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

67. Project Key Participants

68. Project Session Objectives

69. Project Documented Customer Decisions

71. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

73. Project Key Participants

74. Project Session Objectives

75. Project Documented Customer Decisions

77. Project Supporting Materials

78. Portfolio Mgt Project Mgt Business value from adoption of Microsoft’s PPM framework

79. Categorize and Classify Reporting Identify Project Server SharePoint Server Projects, Resources, Tasks Organizational, Financial Sponsors, Funding, Benefits, Costs, Risks Project Center, Timesheets, Schedules Excel, InfoPath, BI, 3 rd Party Information Collection Security Grouping Project details, Resource requirements, Schedules, Business Drivers Expose, hide, read-only, etc. PDPs are containers WorkflowPhases and Stages

80. Project Sample: Business Driver Pairwise

81. Project Sample: Enterprise Project Types

82. Project Sample: Workflow Phases

83. Project Sample: Workflow Stages

84. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

86. Project Key Participants

87. Project Session Objectives

88. Project Documented Customer Decisions

90. Project Supporting Materials

91. Project

92. Sample: OData Report in Excel Online

93. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

95. Project Key Participants

96. Project Session Objectives

97. Project Documented Customer Decisions

99. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

101. Project Key Participants

102. Project Session Objectives

103. Project Documented Customer Decisions

105. Project Supporting Materials

106. Project Sample: Project Center

107. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

109. Project Key Participants

110. Project Session Objectives

111. Project Documented Customer Decisions

113. Project Supporting Materials

114. Project Sample: Resource Center

115. Project 3 Strategies to Capture Resource Effort

116. Project Capture Resource Effort: Resource Plan

117. Project Capture Resource Effort: Project Schedule

118. Project Capture Resource Effort: Hybrid: Project Schedule w/Proposal task line

119. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

121. Project Key Participants

122. Project Session Objectives

123. Project Documented Customer Decisions

125. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

127. Project Key Participants

128. Project Session Objectives

129. Project Documented Customer Decisions

131. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

133. Project Key Participants

134. Project Session Objectives

135. Project Documented Customer Decisions

137. Project Supporting Materials

138. Project Sample: Timesheet

139. Project Timesheets Overview

140. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

142. Project Key Participants

143. Project Session Objectives

144. Project Documented Customer Decisions

146. Project PPM Native Functionality Customer Business Needs Surplus PPM Functionality (disabled) Business Needs requiring custom development or 3 rd party tools PPM Functionality and Business Needs

147. Project Surplus PPM Functionality (disabled) Business Needs requiring custom development or 3 rd party tools PPM Functionality and Business Needs PPM Native Functionality

148. Internal Only – REMOVE BEFORE PRESENTING TO CUSTOMER

150. Project Key Participants

151. Project Session Objectives

152. Project Master “Parking-Lot” List of Items

153. Project Documented Customer Decisions