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Engagement kickoff meeting

Engagement kickoff meeting. Upgrading to Windows Server 2012 Deployment Planning Services. Name of Presenter Title of Presenter Date of Presentation. Agenda. Introductions Engagement Objectives Overview and Customer Needs Process and Organization Schedule and Milestones

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Engagement kickoff meeting

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  1. Engagement kickoff meeting Upgrading to Windows Server 2012 Deployment Planning Services Name of Presenter Title of Presenter Date of Presentation

  2. Agenda • Introductions • Engagement Objectives • Overview and Customer Needs • Process and Organization • Schedule and Milestones • Deliverables • Roles/Resources • Next Steps and Action Items • Questions and Answers

  3. Introduction <Partner> Project Team Members

  4. Introduction <Customer> Project Team Members

  5. Overview and Customer Needs The three-day engagement for <Customer Name> includes: • Discussion and assessment-based workshop identifying customer needs and current issues • High-level Architectural Design Workshop and light technical sessions on Windows Server 2012 • Recommendations and next-steps discussion • Overview/value: Three-day Deployment Planning Service engagement

  6. Overview and Customer Needs The five-day engagement for <Customer Name> includes: • Discussion and assessment-based workshop identifying customer needs and current issues • Microsoft Assessment and Planning (MAP) Toolkit configuration and activation • Architectural Design Workshop and technical sessions on Windows Server 2012 for one customer-selected role • Recommendations and next steps • Overview/value: Five-day Deployment Planning Service engagement

  7. Overview and Customer Needs The 10-day engagement for <Customer Name> includes: • Discussion and assessment-based workshop identifying customer needs and current issues • Microsoft Assessment and Planning (MAP) Toolkit configuration and activation • Architectural Design Workshop and technical sessions on Windows® Server 2012 • Deployment of a proof-of-concept (POC) environment for up to two customer-selected roles • Recommendations and next steps • Overview/value: 10-day Deployment Planning Service engagement

  8. Overview and Customer Needs The 15-day engagement for <Customer Name> includes: • Discussion and assessment-based workshop identifying customer needs and current issues. • Microsoft Assessment and Planning (MAP) Toolkit configuration and activation • Architectural Design Workshop and technical sessions on Windows® Server 2012 • Deployment of a limited production or pre-production pilot environment for up to two customer-selected roles • Recommendations and next steps • Overview/value: 15-day Deployment Planning Service engagement

  9. Engagement Objectives (Three-day engagement) Situation, Goals, Outcomes, and Scope Objectives for the three-day engagement: Completion of a high-level Architectural Design Workshop Provision of a framework for discussing how <Customer> can migrate from Windows Server 2003/2008 to Windows Server 2012

  10. Engagement Objectives (Five-day engagement) Situation, Goals, Outcomes, and Scope Objectives for the five-day engagement: Completion of an Architectural Design Workshop Completion of a MAP Toolkit Assessment Plan and perform a migration for one customer-selected roles Provision of a framework for discussing how <Customer> can migrate from Windows Server 2003/2008 to Windows Server 2012

  11. Engagement Objectives (10-day engagement) Situation, Goals, Outcomes, and Scope Objectives for the 10-day engagement: Completion of an Architectural Design Workshop Completion of a MAP Toolkit Assessment Deployment of a proof-of-concept (POC) environment to demonstrate the capabilities using Windows Server 2012 Planning and performance of a migration for up to two customer-selected roles Provision of a framework for discussing how <Customer> can migrate from Windows Server 2003/2008 to Windows Server 2012

  12. Engagement Objectives (15-day engagement) Situation, Goals, Outcomes, and Scope Objectives for the 15-day engagement: Completion of an Architectural Design Workshop Completion of a MAP Toolkit Assessment Deployment of a limited pre-production pilot solution to demonstrate the capabilities using Windows Server 2012 Planning and performance of a migration for up to four customer-selected roles Provision of a framework for discussing how <Customer> can migrate from Windows Server 2003/2008 to Windows Server 2012

  13. Process and Organization • Approach, Models, and Definitions • Due to the nature of this engagement, the three-/five-/10-day Deployment Planning Service engagement does not require a specific delivery methodology, such as the Microsoft Solution Framework. • The following communications plan should still be used: <Partner Name> is the primary point of contact for <Customer>. <Customer Name> is the primary point of contact for <Partner Name>. Engagement Close-out Meeting will be held on <Date>.

  14. Process and Organization (15-day engagement) • Approach, Models, and Definitions The 15-day Deployment Planning Service engagement is based on the Microsoft Solutions Framework, and contains elements of the following five phases: • Envisioning, Planning, Developing, Stabilizing, Deployment The engagement process will incorporate the following elements: • Communications plan • Change management • Risk and issue management

  15. Process and Organization (15-day engagement) Approach, Models, and Definitions Deployment Complete Envisioning Deploying Release Readiness Approved Vision/Scope Approved MSF Stabilizing Planning Developing Scope Complete Project Plans Approved

  16. Process and Organization (15-day engagement) Approach, Models, and Definitions Communications plan may include: <Partner Name> is the primary point of contact for <Customer> <Customer Name> is the primary point of contact for <Partner Name> Weekly status meetings (may include conference calls) Status reports, project schedule, risk and issue tracking <Partner Name> client checkpoint meetings with <Customer> Continuous internal <Partner Name> review (Engagement Manager) Engagement Close-out Meeting to be held on <Date>

  17. Process and Organization • Approach, Models, and Definitions Change Management • For the elements of the project which involve integration with production systems, it is important to verify that all parties understand the impact on resources, scope, and timeline. Therefore, <Partner> will adhere to <Customer Name>’s change management process. Process <customize per customer environment> • Change request initiation • Core team review • Impact analysis • Project board review • Final decision and action

  18. Process and Organization • Approach, Models, and Definitions Risk and Issue Management • A risk management section in each weekly status report will be initiated and managed throughout the project in order to monitor and manage risks related to the project. Three Major Risk Areas • <Business> • <Technology> • <Project execution> Escalation Path • <Core team> • <Project board>

  19. Process and Organization Approach, Models, and Definitions The engagement will involve the individuals and roles shown in the chart below: • Project Sponsor • <Partner> • Team • <Customer> • Team • Engagement Manager • Delivery Resource • Project Manager • Infrastructure Team • Operations Team

  20. Schedule and Milestones The Three-Day Engagement Timeline

  21. Schedule and Milestones The Five-Day Engagement Timeline

  22. Schedule and Milestones The 10-Day Engagement Timeline

  23. Schedule and Milestones The 15-Day Engagement Timeline

  24. Deliverables The Three-Day Engagement Deliverables

  25. Deliverables The Five-Day Engagement Deliverables

  26. Deliverables The 10-Day Engagement Deliverables

  27. Deliverables The 15-Day Engagement Deliverables

  28. Roles/Resources

  29. Next Steps and Action Items (Three or five day) These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate): • Proof-of-concept deployment • A pre-production pilot

  30. Next Steps and Action Items (10 day) These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate): • A pre-production pilot

  31. Next Steps and Action Items (15 day) These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate): • Architecture and Migration Plan for full Windows Server workload • Broader Migration of Windows Server workload

  32. Questions?

  33. This material is provided for informational purposes only. Microsoft makes no warranties, express or implied.

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