1 Partner MUST customize prior to delivery Software Assurance Planning Services 1 Speaker:Add info here Title of presentation:Project and Portfolio Management.

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Project & Portfolio Management (PPM) Solution Planning:Kick-off / Agenda

Software Assurance Planning Services

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• 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

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5-Day AgendaPlanning, Design, and Proof of Concept

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Day 1 Agenda – Business objectives alignment

Envisioning, Planning and Design

Time Topic DescriptionTarget Audience

9:00 AM

Intro/Kick-off Review DPS agenda and goalsBusiness, PMO, IT

9:30 AM

Key business objectivesKey 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 solution

Business, PMO, IT

12:00 PM

Lunch  

1:00 PMDeep 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 Steps Agenda 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

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Day 2 Agenda – Technology Decisions

Envisioning, Planning and Design

Time Topic DescriptionTarget Audience

9:00 AM

Review and Agenda Confirmation Review 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 - Continued Continued IT, 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 documentation

Partner

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Day 3 Agenda – Strategy Alignment

Envisioning, Planning and Design

Time Topic DescriptionTarget Audience

9:00 AM

Review and Agenda Confirmation Review DPS agenda and goals Business, PMO

9:30 AM

Portfolio Demand ManagementStrategic Alignment and Portfolio management

Business, PMO

10:30 AM

Break  

10:45 AM

Portfolio Demand Management - continued

Project intake, workflows, templates, PDPs Business, PMO

12:00 PM

Lunch  

1:00 PM Reporting and BI Reporting for PMs, PMOs, RMs, Executives Business, PMO

2:30 PM Break  

2:45 PM Reporting and BI - Continued Reporting for PMs, PMOs, RMs, Executives Business, PMO

4:00 PM Review/Next Steps   Business, PMO

4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation

Partner

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Day 4 Agenda – Reporting and BI

Envisioning, Planning and Design

Time Topic DescriptionTarget 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 Business, PMO

10:30 AM

Break

10:45 AM

Enterprise Project Management – continued

Project planning and scheduling, views, KPIs Business, PMO

12:00 PM

Lunch  

1:00 PM Resource Management Resource types, capacity, demand Business, PMO

2:30 PM Break  

2:45 PM Resource Management – Continued Resource scheduling, resource plans Business, PMO

4:00 PM Review/Next Steps   Business, PMO

4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation

Partner

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Day 5 Agenda – Enterprise Project and Collaboration

Envisioning, Planning and Design

Time Topic DescriptionTarget Audience

9:00 AM Review and Agenda Confirmation Review DPS agenda and goals Business, PMO

9:30 AM Project Team Collaboration Project sites Business, PMO

10:30 AM

Break  

10:45 AM

Project Task Statusing and Timesheets

Status management, single-mode entry Business, PMO

12:00 PM

Lunch  

1:00 PMDeployment planning and approach

Build the high level deployment plan based on business needs and adoption capabilities

Business, PMO, IT

2:30 PM Break  

2:45 PM Engagement Wrap-up / Parking LotBusiness, PMO, IT

4:00 PM Closeout Review/Next Steps  Business, PMO, IT

4:30 PM Deliverables and documentationCapture dialogue into deliverable documentation

Partner & customer’s PM/Sponsor

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Thank you