PoliciesSoftware Assurance Planning Services

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Agenda

Engagement Policies Scope Policies Voucher Policies Resources

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Engagement Policies

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Qualified Onsite Interactive

Delivery

• Competency-holding Partners

• Registered and approved

• Maintain competency status

• Certified delivery consultants

• Designed and advertised as onsite engagement

• Up to 3 days of off-site delivery for distributed customer resources

• Interactive consultative sessions

• Unique prescriptive Customer deliverable

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Engagement Length

Engagements can be 1, 3, 5, 10 or

15 days

Actual length varies by engagement

Engagements may not exceed 15 days

Vouchers should be reserved in VVR prior to the engagement start date

See guidance outlined across each program offering, and online FAQ for more information

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Planning Focused

Engagement must directly correspond to products and engagements featured in each Planning Services offering

Engagements may include a limited amount of time for secondary products or topics when directly reinforcing the creation or presentation of a program advertised deliverable

Planning Services days can be used across multiple offerings only in cases where each voucher represents a complete, self-contained planning services engagement and deliverable

Delivery Framework  Focus Proper Use Improper Use

Product • AZDPS: Microsoft Azure• DDPS: Office; Office 365 ProPlus;

Windows• DTDPS: Visual Studio, Team

Foundation Server• L&EDPS: Lync; Lync Online;

 Exchange; Exchange Online • PVDPS: Windows Server; select

System Center Component Combinations, Hyper-V

• SDPS: SharePoint;  SharePoint Online• SSDPS: SQL Server

• Planning Services for targeted products • Directly proposes an increase of servers or seats• Promotes deployment of latest product versions• May include up to 4 hrs. of supplemental walk-on

topics (examples: environmental, utilization, and adoption considerations)

• Engagement not focusing on Planning Services targeted products, or outcomes. For example:

• System Center Configuration Manager Deployment

• Lync Network Performance Assessments• Building solutions using SharePoint after

deployment• Office 365 Hybrid Integration Planning

• Product capability demo or PoC as primary focus  • Existing Windows server features (AD/Direct Access,

etc.) with no WS2012 installation or upgrade plan

Outcome • Deployment Plan• Upgrade Plan• Migration Plan• Vision and Scope• Office 365 Planning Tool Output

• Services Pre-Sales• Engagement resulting in a plan to deploy,

upgrade or migrate to the latest version of a Planning Services featured product

• Single Planning Services deliverable accompanied with or without a supporting PoC

• Office 365 FastTrack

• Product Pre-sales • Strategic Utilization Planning• On-Premises Production Pilots• Staff Augmentation• Program Management Staff Augmentation• Production Deployments / Implementation Services• Remediation / Optimization Services

Proof of

Concept /

Online

Pilot

Optional supplement delivered to confirm, facilitate, or reinforce creation of a plan or Vision & Scope summary as the primary deliverable

Delivered as a means of proving or reinforcing a primary outcome (a next-steps proposal or plan to deploy, upgrade or migrate).

• Standalone demo without a plan or proposal to deploy, upgrade or migrate to the latest version of a Planning Services advertised product

• On-Premises Production Pilot

AnswersHow to deploy Logistical Pre-Deployment Phase Planning • Why deploy

• Pre-Sales or Strategic Utilization Planning• How to adopt

FundingSoftware Assurance Planning Services Vouchers

1-to-15-day vouchers based upon customer eligibility, size and qualifying license count

• Extended duration projects exceeding 15-days• General, unfocused consulting services • Performing Out of Scope activities as defined in

Planning Services delivery guidance

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Engagement Outcomes Each engagement has two required deliverables

• Planning Services deliverable presented to the Customer and Microsoft• Planning Services Completion Report or FastTrack Completion Confirmation presented to

Microsoft

Examples of Customer Planning Deliverable include:• Findings & Recommendations• Vision & Scope• Solution Brief• Custom Plan• FastTrack Planning Completion Confirmation

May include supplemental deliverables such as a lab or custom slides

Must align with products and services represented under each program (e.g. no Exchange deliveries under DDPS, no Production Pilots, etc..)

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Scope Policies

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The primary purpose of a Planning Service engagement is to help customers create a deployment, upgrade, or migration plan for a given product

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All Planning Services deliveries must meet the following criteria:• A Planning Services deliverable must be furnished

to the customer

• Planning Services days may only be applied toward the creation of the Required Deliverables and optional elective activities directly associated with creation/presentation of deliverables

• Deliverables MUST reflect number of days charged to Microsoft (e.g. no 1-day deliverable for 15 days of planning effort)

For more details please refer to the FAQ

Engagement High Level Scope

Scope

Plan Deliverable

Limited to products listed on left

Limited outcome (Deploy/Upgrade/Migrate)

Est. 1-3 Days (5 for larger planning sessions)

Invoice w/ Completion Report (est. 15 min)

Elective Activities

PoCs available at the 5, 10 and 15 day service levels if work directly complements creation & presentation of plan

L&EDPSO365Exchange Online ProtectionExchange Dataloss PreventionExchange ServerLync Server

DDPSO365OfficeWindows

SDPSO365SharePointYammer

Prescriptive, engagements with service levels of 1, 3, 5, 10, or 15 days

Plan Deliverable

Limited to products listed on the right

Limited outcome (Deploy/Upgrade/Migrate)

3-15 days, depending on engagement

Invoice w/ Completion Report (est. 15 min)

Elective Activities

PoCs & Pilots are available when plan creation is primary focus with LOB training support through DTDPS & AZDPS

AZDPSMicrosoft Azure

DTDPSVisual StudioTeam Foundation Server

SSDPSSQL Server SQL Server PDWDynamics CRM

PVDPSWindows Server System CenterEnterprise Mobility Suite

Scope (cont…)

Deployment

Implementation

Configuration

Optimization

Stabilization

Remediation

Support

General Training

Production Modifications

Recovery

UAT Testing

Compliance

Detailed Architectural Design

Image CreationDisaster Recovery

Staff Augmentation

Program Documentation

Development

Utilization

Other Out of Scope Activities

Primary Customer Deliverable based on the DDPS Engagement Findings and Recommendations or Windows Accelerate vision templates

DDPS & Windows Accelerate

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Core engagements funded by DDPS

• FastTrack: Office 365• DDPS: Win 8.1 Planning• DDPS: Win 7 Planning• WA: Win 8.1 PoC • WA: Win Mobility PoC• WA: Win 7 PoC

Optional add-on to core delivery

• IE Migration PoC

Not supported:• IE Migration PoC delivered as a stand-alone engagement

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Voucher Policies

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Vouchers may only be applied toward the creation of a plan that directly influences an increase of deployed server or seat counts for the products featured within each Planning Services offering

Distributed OrganizationsVouchers from parent-level organizations can be used at subsidiaries, divisions, or organizations (and vice versa) provided each is legally connectedPermission must first be obtained for each customer by the customer’s internal SA Benefit Administrator

To request permission send mail to the corresponding program help alias

Combining multiple, not legally-connected vouchers is prohibited

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Advertised DurationsMaximum advertised duration

Engagement durations should not exceed advertised maximums.

Example: Office 365 Planning is limited to 3 and 10-day service levels.http://planningservices.partners.extranet.microsoft.com/en/Pages/requireddeliverables.aspx

Multiple engagements

May be performed for each customer, but only in cases where a different customer division or implementation is being planned for. Separate deliverables must be produced for each voucher used in cases where combined totals exceed advertised maximums.

Shorterdurations

Shorter than advertised service levels may be performed by combining two or more vouchers, however deliverables produced must reflect the outcomes of the original engagement.

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Consultant Time• One consultant per

engagement

• OK to use your own team and resources

• Subcontractors must comply with all guidelines and policies

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Voucher Expiration

Vouchers must be reserved, delivered, and redeemed in VVR prior to the stated expiration date found on the voucher in VVR

Vouchers in the Assigned status have a lifespan of 180 days from the voucher creation date, regardless of the expiration date of the customers enrollment

If the enrollment is still active when a voucher expires, the days will return to the enrollment’s available pool of days

If the enrollment has expired when the voucher expires, the days are lost and cannot be restored or applied towards a new enrollment

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Resources

Resources

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Training/Guidance, Tools and Sites

Description

SA Planning Services Partner Portal PS programs portal including information on the value of the benefit, “how-to” resources for selling and delivering by PS type, required deliverables, process templates and resources.

Required Deliverables by PS Type Access the Required Deliverable templates by PS type, and the link to the Completion Report.

Volume Licensing Service Center (VLSC) Customer-facing volume licensing portal where qualified customers access their SA benefits; used by the SA Benefits Manager to create and assign PS vouchers.

Voucher Validation & Redemption (VVR) Tool

Partner-facing internal tool used by Planning Services’ partners to reserve and redeem vouchers.

Software Assurance Voucher Benefit Tool (SAVB)

Partner-facing internal tool used by Planning Services partners to create a Payment Request for vouchers they have redeemed in VVR, and get paid.

Frequently Asked Questions List of the top Frequently Asked Questions about the Software Assurance Planning Services

Contact Us Contact the help aliases for each of the Planning Services.

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Thank you