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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
Engagement kickoff meeting

Upgrading to Windows Server 2012 Deployment Planning Services

Name of Presenter

Title of Presenter

Date of Presentation

agenda
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
introduction partner
Introduction <Partner>

Project Team Members

introduction customer
Introduction <Customer>

Project Team Members

overview and customer needs
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
overview and customer needs1
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
overview and customer needs2
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
overview and customer needs3
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
engagement objectives three day engagement
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

engagement objectives five day engagement
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

engagement objectives 10 day engagement
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

engagement objectives 15 day engagement
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

process and organization
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>.

process and organization 15 day engagement
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
process and organization 15 day engagement1
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

process and organization 15 day engagement2
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>

process and organization1
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
process and organization2
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>
process and organization3
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
schedule and milestones
Schedule and Milestones

The Three-Day Engagement Timeline

schedule and milestones1
Schedule and Milestones

The Five-Day Engagement Timeline

schedule and milestones2
Schedule and Milestones

The 10-Day Engagement Timeline

schedule and milestones3
Schedule and Milestones

The 15-Day Engagement Timeline

deliverables
Deliverables

The Three-Day Engagement Deliverables

deliverables1
Deliverables

The Five-Day Engagement Deliverables

deliverables2
Deliverables

The 10-Day Engagement Deliverables

deliverables3
Deliverables

The 15-Day Engagement Deliverables

next steps and action items three or five day
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
next steps and action items 10 day
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
next steps and action items 15 day
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
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This material is provided for informational purposes only. Microsoft makes no warranties, express or implied.