00 - Microsoft 365 Digital Workforce Workshop - Delivery Guide.pptx

Microsoft 365
Digital Workforce Workshop
Delivery Guide

Introduction
Microsoft’s vision for customer success is to create long-term value for our
customers by accelerating their digital transformation and driving usage
throughout the customer journey. Our customers’ success is Microsoft success.
The Microsoft 365 Digital Workforce Workshop enables partners to engage with
customers to identify and understand their business priorities focusing on
specific remote work scenarios. This two-day workshop is designed to introduce
the value of Microsoft 365 to new customers, highlighting the ability to securely
work from anywhere.
This workshop helps customers envision and prioritize work from anywhere
scenarios including Microsoft Teams and foundational identity and security.
In this workshop, customers will walk through their objectives and envision
priority scenarios to enable secure work from anywhere, develop a plan for
implementation including Microsoft Teams, securing mobile access with
Microsoft Endpoint Manager, foundational identity and security and define an
activation plan including risks and mitigations for a successful deployment and
adoption plan.
Targeted customers
The Microsoft 365 Digital Workforce Workshop engagement is targeted at
customers who would like to see how Microsoft 365 can enable their workforce
to work from anywhere.
In particular, we recommend this workshop for customers who are new to
Microsoft 365 or have yet to start using Microsoft 365 broadly throughout their
organization.

Document purpose
Purpose
The purpose of this document is to is to provide prescriptive guidance regarding core activities required to
securely deploy Microsoft 365 from identity to device management including all workloads within Microsoft
Teams. Businesses rely on cloud transformation for the stability and agility it offers to their operations.
Microsoft 365 enables this transformation by realizing modern work environments where users areproductive
andsecure whileworking from anywhere.
This includes showcasing Microsoft 365 with immersive experiences and building a plan for deployment and
adoption of Microsoft 365.
Audience
The document is intended to be used by field consultants or Microsoft 365 partners with competencies in
teamwork, security and identity where the consultant delivering the Microsoft 365 Digital Workforce
Workshop can use this to become familiar with the delivery.
Please do not distribute to the customer.

Table of contents Getting started
Microsoft 365 Digital Workforce Workshop summary
Planning your customer engagement
Conduct the engagement
Workshop module deep dive
Funding
Resources

Table of contents
Click a section below to jump to it

Microsoft 365 Digital Workforce Workshop: Get started
Download the
Microsoft 365 Digital
Workforce Workshop kit
Ramp up with the
Delivery Guide & Online
Value Calculator
Identify target customers
and audience

Engagement checklist
1
Customer nomination
2
Planning
3
Assess
4
Art of the Possible
5
Build the Plan
 Confirm customer
eligibility
 Confirm partner eligibility
 Claim the customer
 Present the Microsoft 365
Digital Workforce sales
presentation to the
customer
 Customer workshop
confirmation
 Confirm your technical
skills and certification
requirements are met to
deliver the workshop
 Review engagement scope
and deliverables
 Plan engagement timeline
 Prepare the pre-
engagement questionnaire
 Prepare and plan the
customer pre-engagement
meeting
 Prepare and plan to use
the Online Value Calculator
 Complete the Pre-
Engagement Kick-Off
meeting
 Customer completed pre-
engagement questionnaire
 Complete customer Online
Value Calculation and
export full report
 Confirm if customer
requires optional Surface
devices content to be
included as part of the
Secure Journey to Cloud
with Microsoft 365
 Build the Art of the
Possible agenda
 Build Transition to Cloud
Cost Savings and Business
Value presentation using
export from Online Value
Calculator
 Complete the Art of the
Possible Kick-Off meeting
 Complete presentations of
the core (required) Art of
the Possible modules
 Complete presentation of
the optional Surface
content in the Secure
Journey to Cloud with
Microsoft 365 session if
selected.
 Deliver immersive
experiences
 Complete the Build the Plan
Kick-Off meeting
 Complete presentations of
the core (required) Build
the Plan modules
 Complete the Report and
Recommendations
document
 Present your findings to the
customer
 Submit proof of execution
 Complete surveys
 Follow up with the
customer post engagement

Microsoft 365 Digital
Workforce Workshop scope
Goal:
Help customers envision agile work scenarios and how
to enable your people to be productive and transition
to the cloud with Microsoft 365.
Scope:
Envision and prioritize transition to the cloud scenarios.
Plan for implementation of Microsoft 365, including:
• Identity
• Microsoft Teams
• Secure access
Adoption and success plan

Out of scope
Technical designs or implementations
The final plan includes the prioritization of additional
engagements which will assist with the design and
implementation of Microsoft 365.
Pilots or labs
Demos may be conducted within the readiness sessions,
but pilots and/or labs must be conducted as separate
engagements.
Network testing and configuration
This workshop includes a high-level assessment of your
current environment and will touch on the network
configuration, but not get into testing or planning.

Customer responsibilities
Complete pre-questionnaire
Contains questions about the environment,
plans, workload requirements and infrastructure.
Provide inputs for Online Value Calculator
Contains questions around current seat counts,
licencing and current environment to provide an
estimation on cost savings and business value for
transitioning to Microsoft 365 based on TEI studies.
Access to key groups and individuals
during the workshop
Multiple sessions will be planned which require
the attendance of stakeholders, messaging/
meeting/audio visual/security teams, cloud and
infrastructure teams.
Active sponsor during engagement
A stakeholder/sponsor is required to oversee
and own the process from the customer side.

Microsoft 365
overview

Why a Microsoft 365 Digital Workforce Workshop
Empower your people to be productive and secure from anywhere
For details and to claim customers, go to aka.ms/MCI
Envision secure work from anywhere
Understand the customer objectives
and envisioning your priority scenarios
Implementation planning
Develop a plan to implement Microsoft
Teams and foundational security for
users, devices, apps, and data
Activation and adoption planning
Define a plan including risks and
mitigations for a successful
deployment and adoption

Microsoft 365 Digital Workforce Workshop
Two-day engagement to envision agile work scenarios and how to enable your people to be productive and
transition to cloud with Microsoft 365
Assess
Define scope, identify stakeholders,
and gather information on current
environment and workloads to be
enabled or optimized.
Art of the Possible
Overview of Transition to Cloud
scenarios and the value of Microsoft
365. Customer immersion
experience of prioritized scenarios.
Build the Plan
Determine requirements to deploy
prioritized scenarios. Develop
deployment and adoption plan,
including stakeholders and
timelines.

Microsoft 365 Digital Workforce Workshop overview
Assess
Pre-Engagement Kick-Off
Pre-engagement questionnaire
Build the Secure Journey to Cloud
with Microsoft 365 Art of the Possible
session. (Optional Surface device
content)
Build the Transition to Cloud Cost
Savings & Business Value session
using full export from Online Value
Calculator (OVC).
Art of the Possible
Art of the Possible Kick-Off
Empowering everyone for a new era of
work
Secure Journey to Cloud with
Microsoft 365
Transition to Cloud Cost Savings and
Business Value (Using OVC full report)
Azure AD Business Value
Start your Journey with Zero Trust
Immersive experiences
Build the Plan
Build the Plan Kick-Off
Environmental Analysis
Hybrid Identity Planning
Activation and Enablement
Teams Workload Analysis
Adoption and Usage Scenarios
Risks and Mitigations
Report and Recommendations

Assess phase – Scope
Goals: The Access phase introduces you to the Microsoft 365
Scope: Complete the pre-engagement questionnaire &
Online Value Calculator (OVC)
Build out Transition to Cloud Cost Savings & Business Value
presentation using full report export from Online Value
Calculator.
Decide if to include the optional Surface device content into
the Secure Journey to Cloud with Microsoft 365 Art of the
Possible session

Pre-engagement
Identify key business decision maker stakeholders
Gather information about customer environment
Research customer challenges and opportunities
Present the Microsoft 365 Digital Workforce Pre-
Engagement Kick-Off
Select if to include optional Surface device
content in the secure journey to cloud with
Microsoft 365 Art of the possible session
Build out Transition to Cloud Cost Savings &
Business Value presentation using Online Value
Calculator full report
Build out and prepare for the Art of the Possible
Assess

Art of the Possible: Scope
Goal: Showcase Microsoft 365 experiences catered to the
unique needs of your business.
Scope: The “Art of the Possible” is a combination of
presentations and immersive experiences that will educate and
excite your organization on the Microsoft 365 capabilities and
uncover business use cases and priorities.
We will achieve this in the following sessions:
Empowering everyone for a new era of work
Secure Journey to Cloud with Microsoft 365
Transition to Cloud Cost Savings and Business Value (Built using Online
Value Calculator full report export)
Start your Journey with Zero Trust

Art of the Possible session structure
Empowering
everyone for a new
era of work
with Microsoft 365
Transition to Cloud Cost
Savings and Business Value
(Built using Online Value Calculator)
Azure AD Business
Value
Start your Journey
with Zero Trust

The immersive experience can be delivered as a customer immersive experience using a demo environment and/or as a
virtual experience which can be delivered as part of a remote delivery.
Customer immersive experience
This requires configuration of a demo environment to use for the
experience to the customers.
Guidance for the deployment of the demo environment and
facilitator’s guide can be found in the immersive experiences folder
in the Art of the Possible portion of the workshop kit.
The guided simulations and click-throughs can also be used as part
of the customer immersive experience to showcase features that
are difficult to demo remotely.
Virtual immersive experiences
The virtual immersive experience was designed to be
delivered fully remotely to customers using guided
simulations, click-throughs, interactive guides, and a
self-paced learning path.

Build the Plan: Scope
Goal: Build the plan for how to transition to cloud with
Microsoft 365 within your organization.
Scope: Following the “Art of the Possible” we want to map the
journey to deploy and adopt Microsoft 365. We will talk
through your journey by developing a transition roadmap.
We will achieve this in the following sessions which will allow
you to understand your current needs and next steps for transiting to
cloud in your organization.
 Review of pre-work findings
 Environmental Analysis
 Hybrid Identity Planning
 Activation and Enablement
 Teams Workload Analysis
 Adoption and Usage Scenarios
 Risks and Mitigations

Build the Plan session's structure
Environmental Analysis Hybrid Identity Planning Activation and Enablement
Teams Workload Analysis Adoption and Usage Scenarios Risks and Mitigations

Microsoft 365 Digital Workforce Workshop: Timeline
Pre-engagement
Assess
Pre-engagement Kick-Off
• Executive sponsor
• Business stakeholders
• IT stakeholders
Complete pre-engagement
questionnaire
Complete Online Value Calculator
and build out Transition to Cloud
Cost Savings & Business Value session
Select optional Surface module
Logistics – virtual or onsite delivery
• Where and when and how to meet
• Hospitality (food, room, etc.)
Art of the Possible
Art of the Possible
• Kick-off presentation
• Secure Journey to Cloud with Microsoft
365 with Optional Surface device content
• Art of the Possible presentations
Customer immersive experiences
Build the Plan
Planning Workshop Kick-Off
Build the Plan
• Deliver customer workshop
• Work with customer to drive pilot or
proof-of-concept
• Attach ongoing services to deliver on
prioritized business use-case scenarios
Create Report and Recommendations
PPT

Modules discussed during the workshop:
Assess
• Pre-Engagement Kick-Off
• Pre-Engagement
Questionnaire
Art of the Possible
• Art of the Possible Kick-Off
• Empowering everyone for a new era
of work
• Secure Journey to Cloud with
Microsoft 365
• Transition to Cloud Cost Savings
and Business Value
• Azure AD Business Value
• Start your journey with Zero Trust
Build the Plan
• Build the Plan Kick-Off
• Environmental Analysis
• Hybrid Identity Planning
• Activation and Enablement
• Teams Workload Analysis
• Adoption and Usage Scenarios
• Risks and Mitigations
• Reports and Recommendations
Adoption Kit -Multi-Factor Authentication | Self Service Password Reset | Microsoft Teams
Core

Planning your
customer engagement

Prerequisites to deliver the Microsoft 365 Digital Workforce Workshop
Certification requirements
To deliver the Microsoft 365 Digital Workforce Workshop,
the engagement delivery consultant must meet the
following requirements listed in the table:
It is highly recommended the consultant has directly
delivered transition to Microsoft 365 projects prior to this
workshop.
Additionally, the consultant must be fully aware of the
provided content for proper and efficient delivery.
Technical skill requirements
The skill sets listed in the following table are
recommended for members of the delivery team to
successfully deliver this engagement.
Access to Online Value Calculator
The Online Value Calculator is used to build out the
Transition to Cloud Cost Savings & Business Value
presentation. https://aka.ms/ValueCalculator
Roles Required skills
Teams /
Communications
Architect
Strong understanding of the Teams workloads and the current Teams Roadmap
Completed the Microsoft Teams training available at http://aka.ms/teamsacademy
Intermediate understanding of Microsoft 365
Prior design and implementation experience with Microsoft 365, Azure Active
Directory including hybrid identity, security including knowledge of zero-trust and
Microsoft Teams
Security
Architect
Strong cybersecurity background and knowledge
Good understanding of Microsoft 365 and the security components of Microsoft
365
Good understanding of Azure and Azure Security Services.
Has prior design experience with the Microsoft security products including:
• Azure Active Directory, including hybrid identity
• Azure Active Directory self-service password reset, multi-factor authentication
and Conditional Access
Facilitator soft
skills
Experience speaking to business decision makers about Office, Skype for Business
products and Teams
Industry knowledge or specific business process knowledge relative to the
customer engagement
Experience translating technical to business needs and vice versa
Group facilitation experience and skills

Customer requirements
Successful delivery of the engagement is dependent
on the customer's involvement in all aspects of the
engagement.
The customer must ensure that accurate and
complete information is provided in a timely fashion
as needed, that appropriate resources are
committed, and that any activities are completed in
a timely and effective manner.
The customer will need to perform the tasks,
provide the resources, and take ownership of
following activities:
The customer will need to provide adequate access to the
necessary personnel needed to successfully complete the
engagement including:
a) A customer project manager responsible for the overall
coordination and for scheduling logistics
b) IT object owners for identity and security during all
phases of the assessment
c) Executive Sponsor
The customer will provide the following to the facilitator:
a) Access to any relevant documentation, including as-
builts and usage reports if available
b) Access to necessary stakeholders
Note
This section describes the customer requirements applicable to the overall
engagement.
Additional requirements specific to the activities will be outlined in the
individual sections below.

Recommended customer resources
Executive Sponsor
Owns the business case
Focuses on realization of benefits
Provides assurance
Suggested candidates: CEO, CFO, CIO, CTO, CSO, CISO
Project Sponsor
Keeps project aligned with organization's strategy and portfolio
direction
Governs project risk
Focuses on realization of benefits
Provides assurance
Voice of the deployment team
Suggested candidates: Director of Infrastructure/IT
Architects
Collaboration
Communications
Security
Network
Administrators
Collaboration
Communications
Security
Network
Microsoft 365 and Azure Tenant Administrators
To enable access to the required engagement tools

Engagement
Engagement Objective
Help customers envision agile work scenarios and how to enable
their people to be productive and secure from anywhere with
Microsoft 365.
Engagement scope
The scope of the Microsoft 365 Digital Workforce Workshop is to
• Envision and prioritize secure work from anywhere scenarios
• Plan for implementation of secure work from anywhere, including
• Microsoft Teams
• Foundational identity
• Security and secure access
• Adoption and success plan
The objective is to jointly create a customized, prioritized, and
actionable deployment plan.
Engagement deliverable
The final deliverable is a customized document that includes the
findings and recommendations for enabling and deploying Microsoft
365 with a clear deployment framework, next steps, and actions.
Deliverable, Work
Product
Description Delivery
Report and
Recommendations
Final deliverable to the customer
including findings and
recommendations for enabling and
deploying Microsoft 365 with a clear
deployment framework, next steps
and actions.
Within 2 days of
workshop
completion

Planning the engagement timeline
Planning the Microsoft 365 Digital Workforce Workshop
involves gathering information from the customer, assembling
content and planning the timeline.
Adequate knowledge of the customer’s short and long-term
goals, usage scenarios and proper planning will help make for a
successful engagement.
This section provides guidance to gather information and
prepare the required deliverables.
Suggested pre-engagement timeline
The Planning phase suggested timeline is presented here for
guidance.
Activity Suggested Timeline
Email customer the Microsoft 365 Digital Workforce
Workshop pre-engagement questionnaire
T-2 weeks
Review pre-engagement questionnaire and
formulate plan
T-1 week
Prepare slide decks and required documentation T-1 week
Practice presentations T-1 week
Deliver Microsoft 365 Digital Workforce Workshop T-0 week

Pre-engagement questionnaire
After your customer has confirmed and you’ve set a date for the workshop,
there are a few prerequisites to help ensure a successful engagement.
The pre-engagement questionnaire
The questionnaire and assessment are documents within Microsoft 365 Digital
Workforce Workshop materials. The pre-engagement questionnaire will help
gather the minimum information required to prepare workshop materials and
gain a better understanding of the customer’s situation and environment.
The questionnaire should be delivered to the customer either during or after
the Pre-Engagement Kick-Off meeting and should be completed by the
customer, several days in advance of the engagement. This can be done with
the customer during a meeting. Explain to the customer that it is not
necessary to provide all the information within the questionnaire and
delivering separate documents that contain the necessary information is
adequate, as long as the information is easy to locate and extract. In
particular, usage reports and diagrams are preferred to text descriptions or
lists, as they can be more easily utilized during the workshop.

Online Value Calculator?
Find the tool at https://aka.ms/ValueCalculator
The output of Online Value Calculator is used to build out the Transition to Cloud Cost Savings & Business
Value presentation in the Art of the Possible phase and one slide is required for the report and
recommendations in Build the Plan. Please review the Online Value Calculator user guide in the Workshop
Kit.
The Value Calculator uses real customer data to show the ROI that your customer can achieve with Microsoft
solutions across Modern Work, Security, Surface, Power Platform, Azure Sentinel and more!
Costs and benefits are based on third-party studies. The VC provides standard and custom calculations to help you
create a business case specific to your customer’s environment and needs.
Leverage the VC to accelerate your deal and demonstrate:
• Business Value and Benefits
• TCO – Total Cost of Ownership
• Cost savings across many categories
• Vendor Consolidation for Competitive Replacement
• Deployment savings
+ Much more!

Engagement delivery best practices
To ensure each session you deliver meets its goals and lays the foundation for the next phase, you must meet the
objectives and outputs before progressing to the next phase as detailed below:
Assess
Objectives
Complete the Pre-Engagement Kick-Off
call and pre-engagement questionnaire.
Choose if the optional Surface devices
content is required for the Secure
Journey to Cloud with Microsoft 365 Art
of the Possible session.
Complete Online Value Calculator
Outputs
Completed pre-engagement
questionnaire
Decide if to include optional Surface
devices content in the Secure Journey to
Cloud with Microsoft 365 session
Build out Transition to Cloud Cost
Savings & Business Value presentation
Art of the Possible
Objectives
Showcase Microsoft 365 experiences
with core and optional Surface device
content and immersive experiences.
Build the Plan
Objectives
Build the Plan for how to deploy and
adopt Microsoft 365 within the
customer’s organization by delivering
sessions which will allow you to
understand the current needs and
next steps for deploying Microsoft
365.
Outputs
Document

Microsoft 365 Digital Workforce Workshop: Sample schedules
This is a sample schedule please customize the
schedule as necessary for your customer based on
information from the pre-engagement
questionnaire and pre-engagement meeting.
Please note, the sample agenda provided here is a
daily view of the Art of the Possible and Build the
Plan schedule. You should customize the agenda
template and workshop durations in the Art of the
Possible phase and send that to the customer.
Keep in mind that this workshop is intended to be
interactive. Some topics will be of great interest to
the customer and require significant time in
whiteboarding and discussions.
The following table shows suggested timeframes
for this over a two-day offering but the
engagement can be spread across a number of
days.
Morning Afternoon
Art of
the
Possible
Art of the Possible Kick-Off (15mins)
Empowering everyone for a new era of
work (45mins)
Secure Journey to Cloud with Microsoft
365 (60mins)
Transition to Cloud Cost Savings and
Business Value (Using output from OVC)
(60mins)
Immersive Experiences – (120 mins)
Azure AD Business Value (60mins)
Start your journey with Zero Trust (60mins)
Planning Build the Plan Kick-Off (15mins)
Environmental analysis (60mins)
Hybrid Identity Planning (60mins)
Activation and Enablement (30mins)
Teams Workload Analysis (90mins)
Adoption and Usage Scenarios (90mins)
Risks and Mitigations (30mins)
Reports and Recommendations (60mins)
The schedule will be customized by the delivery consultant based on the outputs from pre-
engagement call and if the customer wants to include the Surface device module as part of the
Secure Journey to Microsoft 365 Art of the Possible session.
Suggested Two-Day offering – Microsoft 365 Digital Workforce Workshop

Construct Pre-Engagement Kick-Off agenda
You can modify the agenda used for the customer-facing pre-
engagement meeting. This offering’s basic requirements should
be documented along with any identified risks.
Construct agenda
You will create a delivery agenda in consultation with the
customer. This workshop can be customized per customer
requirements, you must plan the activities decided within the
engagement timeframe and share the agenda with the
customer in advance.
To the right is a sample schedule for a Microsoft 365 Digital
Workforce Workshop. It is designed to be a starting point,
please modify as necessary.
Review the Pre-Engagement Kick-Off PowerPoint presentation provided and
utilize it as a template for running this meeting or create your own version.
Sample agenda
Time Topic
10:00 a.m. – 10:10 a.m. Introductions
10:10 a.m. – 10:25 a.m. Pre-engagement questionnaire review
10:25 a.m. – 10:45 a.m. Finalize agenda items for the presentation portion of the
engagement
10:45 a.m. – 11:00 a.m. Logistics, room requirements, projector, internet access,
lab requirements, tools to be run, etc.

The Pre-engagement kick off meeting
This meeting helps you to introduce the Pre-Engagement Questionnaire
and the Online Value Calculator and set expectations and logistics for the
onsite or virtual workshop.
The meeting also acts as a pre-engagement introduction, which helps
you to become familiar with the customer sponsor or sponsors for the
engagement.
The meeting enables the customer to schedule the appropriate people to
attend specific topics during the presentation. This should be a range of
stakeholders from business decision makers to technical leads.
It is critical to the success of this engagement to get a range of
viewpoints involved. Ensure that the customer has chosen a time where
the attendees’ schedules are clear so they can maximize the benefit of the
engagement.
Onsite delivery
Make sure the customer can provide a meeting area
with a whiteboard and larger display or projector so
everyone can see the presentation and
demonstration.
Virtual delivery
Make sure you schedule a meeting in advance, have
good internet connectivity and are prepared for the
remote delivery of the immersive experience and all
sessions.

Workshop sessions delivery
Following the Pre-Engagement Kick-Off
meeting, this signifies the start of the
workshop sessions
This is required and must be delivered as
this session is used to build out the Art of
the Possible Transition to Cloud Cost
Saving and Business Value & Secure
Journey to Cloud with Microsoft 365
sessions.
Core
Assess phase
At the end of the session, you will work with the
customer to
• Select if the optional Surface device content if
required in the Secure Journey to Cloud with
Microsoft 365 as part of their Art of the Possible
module.
• Complete the Online Value Calculator to build out
the Transition to Cloud Cost Savings & Business
Value Art of the Possible presentation.

Build the Art of the Possible with core
(required) and optional Surface module
The Art of the Possible consists of:
Core (required) modules - these must be
completed as part of the workshop.
Optional Surface device module – This
module is included as part of the Secure
Journey to Cloud with Microsoft 365
session.
Online Value Calculator output in the
Transition to Cloud Cost Savings & Business
Value session.
Art of the Possible
Empowering everyone for a new era of work
Secure Journey to Cloud with Microsoft 365
Transition to Cloud Cost Savings and Business Value
Start your journey with Zero Trust
The optional modules allow the Art of the Possible portion of the
workshop to be customized to customer’s requirements, where
they are in their Microsoft 365 journey, and areas in which they
would like to learn more.

The immersive experience can be delivered as a customer immersive experience using a demo
environment and/or as a virtual experience which can be delivered as part of a remote delivery.
Customer immersive experience
This requires configuration of a demo environment to use for the
experience to the customers. Guidance for the deployment of the
demo environment and facilitator’s guide can be found in the
immersive experiences folder in the Art of the Possible portion of
the workshop kit.
The guided simulations and click-throughs can also be used as part
of the customer immersive experience to showcase features that
are difficult to demo remotely.
Virtual Immersive Experience
The virtual immersive experience was designed to be delivered fully
remotely to customers using guided simulations.
Optional Surface device immersive experience

Build the Plan
Following the “Art of the Possible”
sessions you will continue to educate
and excite the customer on the
Microsoft 365.
You will talk through relevant use
cases and devices with the customer
and develop a Microsoft 365
deployment roadmap.
This will be achieved with the following sessions which will
allow you to understand the customers current needs and next
steps for deploying Microsoft 365 for their organization.
• Teams Workload analysis
The goal of the Build the Plan phase is to produce the Report
and Recommendations document which is the output and
deliverable for this workshop.

The Microsoft 365 Digital Workforce Workshop
has the following deliverables:
• Report and Recommendations - the Microsoft
365 Digital Workforce Report and
Recommendations PowerPoint presentation is
a mandatory deliverable and must be
completed at the end of the engagement.
• It is the primary deliverable that records the
results from the engagement. The document is
divided into sections that correlate directly
with many of the activities and sessions. The
table here highlights the required sections:
The final delivery of the Report and Recommendations is a
great time to utilize Microsoft Teams. Please encourage this
method of delivery in order to give the customer another
opportunity to utilize a rich Teams meetings experience.
Required slides Purpose and comments
Session participant record (slide 4) Who from the customer attended this presentation.
Current environment (slide 12) Information gathered from the Environment and
Site Analysis session.
Usage Scenarios (slide 17) Information gathered from the Adoption and Usage
scenarios session.
Teams Deployment Plan (slide 19) Information gathered from the Teams Workload
Analysis session.
Identity Deployment Plan (slide 33-34) Information gathered from the Hybrid Identity
Planning session.
Password reset design decisions (slide
40)
Information gathered from the Hybrid Identity
Planning session.
Multifactor authentication (slide 44) Information gathered from the Hybrid Identity
Planning session.
Conditional Access Design decisions
(slide 48)
Information gathered from the Hybrid Identity
Planning session.
Cost savings and Business Value (slide
52)
Information gathered using Online Value Calculator
and presented in the Transition to Cloud cost saving
and business value.
Next steps and actions (slide 54) Provides a summary of the next steps. These items
should help summarize the scope of a follow-up
engagement.

Creating the Reports and Recommendations findings report
The output of the Microsoft 365 Digital Workforce Workshop
provides a Microsoft 365 deployment plan for the customer
organization and opportunities to expand usage and adoption of
Microsoft 365 along with customer deployment
challenges/risks/blockers, and any remediation options.
The final deliverable is a customized document that includes the
findings and recommendations for enabling Microsoft 365 with a
clear deployment framework, next steps and actions.
You need to include one slide from the Online Value Calculator full
report for your customer into the report and recommendations.
Expected deliverables and outcomes
The Microsoft 365 Digital Workforce Workshop has the following
deliverables:
• The final deliverable is a customized document that includes
the findings and recommendations for enabling and deploying
Microsoft 365 with a clear deployment framework, next steps,
and actions.
Deliverable, Work
Product
Description Delivery
Report and
Recommendations
Final deliverable to the
customer including findings
and recommendations for
enabling and deploying
Microsoft 365 including
Microsoft Teams,
foundational identity and
security and secure access
with a clear deployment
framework, next steps, and
actions.
Within 2 days of
workshop
completion

Delivery completion
The Microsoft 365 Digital Workforce Workshop is completed
when you conduct the final presentation. This presentation should
be attended by the Business Sponsor and the key stakeholders,
with the following agenda:
• Review the project scope, goals, and discuss the workshop
output
• Present Report and Recommendations with customer
deployment framework and next steps
• Gather feedback about the how the engagement was
delivered and about this workshop
• Discuss next steps and other follow-up activities
• Have customer complete workshop survey
The Report and Recommendations presentation, as well as the
other deliverables, should be handed to the customer during this
presentation.
Any working session summaries should be provided within 1-2
days of completion of the engagement.

Recommended practices to prepare for all sessions
The order and structure of
the sessions are designed
to help you work through
the customer technology
issues in a logical order and
build upon preceding
modules.
The length of time it takes
to work through the
sessions may be variable
but maintaining the
prescribed order is
imperative.
During the session, make
sure to reference specific
scenarios that pertain to the
customer such as their
geographical regions, main
vertical or other items that
differentiate the company.
The customer will be further
engaged and interested in
the discussion if they feel it
specifically applies to them.
Emphasize discussions and
whiteboard diagramming
demonstrations to improve the
interaction with the customer to
understand any of their current
challenges.
Visuals and stories are a critical
piece of the Workshop. The
core portion of each
presentation can be used to
guide the conversation on a
specific topic. Experienced
presenters generally feel that
fewer slides and more
interaction with the audience
result in a higher-value
engagement.
To navigate quickly through a
deck, in presentation mode,
point to the bottom-left
corner of the screen and
right-click the third button
from the left. On the menu
that appears, point to “Go to
Slide” and click the slide to
which you want to navigate.
Each slide is represented by
the title of the slide. The slide
number in parentheses
indicates hidden slides.
The sessions will allow you
access to customer
stakeholders and technical
resources.
Make sure you utilize the
time to establish yourself
and your organization as
trusted advisors.
01 02 03 04 05

Modules discussed during the workshop:
Assess
• Pre-Engagement Kick-Off
• Pre-Engagement Questionnaire
Art of the Possible
• Art of the Possible Kick-Off
• Empowering everyone for a new era
of work
• Secure Journey to Cloud with
Microsoft 365
• Transition to Cloud Cost Savings
and Business Value
• Azure AD Business Value
• Start your journey with Zero Trust
Build the Plan
• Teams Workload Analysis
• Reports and Recommendations
Adoption Kit -Multi-Factor Authentication | Self Service Password Reset | Microsoft Teams
Core

Workshop sessions These sessions are intended to gather the necessary
company, business priorities, use cases and environment
data in order to compile a comprehensive timeline for a
deployment and adoption plan for Microsoft 365.
This workshop should provide enough time for detailed
requirements gathering and whiteboarding sessions, from
which to create the upgrade plan.

Customer resources Partner resources
Preparation:
Delivery:
Summary:
60 minutes
15 minutes
The Pre-Engagement Kick-Off typically is an
online meeting organized prior to the actual
workshop activities. During this online
meeting, the partner will introduce the
customer to the Microsoft 365 Digital
Workforce Workshop engagement, discuss the
upcoming activities, align expectations, and
establish timelines.
At the end of the Pre-engagement Kick-off, the
customer will be provided with the Microsoft
365 Digital Workforce Workshop questionnaire
and is asked to respond to the questions
ahead of the workshop session. Introduced to
the Online Value Calculator.
Executive Sponsor
Communications
Team
Security Team
Teams /
Communications
Architect / Engineer
Security Architect /
Engineer
Engagement Manager
Objectives:
The objective for the Pre-Engagement Kick-Off is to provide an overview of the engagement and agree
on the scope, schedule and required resources, particularly the following:
• Introduce the team to the customer and set the stage for the project
• Introduce the Microsoft 365 Digital Workforce Workshop engagement
• Describe and discuss upcoming activities
• Align expectations and timelines
• Allocate resources
• Discuss the engagement scope
• Confirm information about the customer’s requirements
• Run Online Value Calculator to build out the Transition to Cloud Cost Savings & Business Value presentation
Preparation:
Prior to delivering the Pre-Engagement Kick-Off, the partner resource leading the meeting will need to
familiarize him/herself with:
• The overall engagement format of the Microsoft 365 Digital Workforce Workshop engagement.
• The customer and their organizational structure. Make sure you research any previous engagements that
your organization have delivered to the customer.
• The customer's requirements.
• The presentation content.
Deliverables:
The deliverables of the pre-engagement call are defined as:
• Confirmed schedule with attendee list for the engagement.
• Complete Online Value Calculator to build out Transition to Cloud Cost Savings & Business Value presentation
• Agreed date for the questionnaire to be completed.
• Record any changes to engagement scope in accordance with your change management process.
• These deliverables will serve as input to the next steps.

Art of the Possible session structure
Empowering everyone
for a new era of work
with Microsoft 365
Savings and Business Value
(Built using Online Value Calculator)
Azure AD Business Value Start your Journey with
Zero Trust

Preparation:
Delivery:
Summary:
Art of the Possible Kick-
Off
15 minutes
15 minutes
The session is intended to set the schedule and
attendance for the Art of the Possible portion
of the workshop.
Project Lead
Project Manager
Service Owner
Architect
Objectives:
Set the schedule and attendance of the Art of the Possible modules and immersive experience:
• Confirm the scope of the Art of the Possible
• Confirm any resources required for the immersive experiences
Create the meetings required for each sessions with:
• Appropriate attendees per session
• Any room or resources required per session
Preparation:
Prior to delivering the Art of the Possible Kick-Off, the partner resource leading the meeting will need
to familiarize themselves with:
• The overall engagement format of the Microsoft 365 Digital Workforce Workshop
• The decision if the Surface device module will be presented as part of the Secure Journey to Cloud with
Microsoft 365
Deliverables:
The deliverables of the Art of the Possible Kick-Off are defined as:
• Confirmed schedule with attendee list for the engagement
• Record any changes to engagement scope in accordance with your change management process
• These deliverables will serve as input to the next steps

Preparation:
Delivery:
Summary:
Empowering everyone
for a new era of work
60 minutes
45 minutes
This session covers what Microsoft are learning
in their transformation to a hybrid work model
across people, places, and processes sharing
their keys to success to help you make the shift
to hybrid work.
Extreme flexibility and hybrid work define the
post-pandemic workplace. This new era of
hybrid work isn’t as simple as combining the
old reality of the workplace with the newer
reality of remote work.
Executive Sponsor
Project Sponsor
Architects
Administrators
Architect
Objectives:
The Empowering everyone for a new era of work module objective is to learn about the shift to
hybrid work as an opportunity to rethink everything from the employee experience and talent
retention to digital sales and events. It starts with empowering employees for a more flexible
work world.
Learn more about Microsoft’s approach using a new operating model we’re building across
people, places, and processes to empower our employees to thrive in a hybrid world of work.
This session should lead to conversations about hybrid work and how you can help your
customers as they make the shift to hybrid work.
Preparation:
Prior to delivering the Empowering everyone for a new era of work module, the partner resource
leading the meeting will need to familiarize themselves with:
• The overall engagement format of the Microsoft 365 Digital Workforce Workshop
• Review the hybrid work solution from Hybrid Work | Microsoft 365
• Read the Hybrid Work: A Guide for Business Leaders document
• Before presenting the Hybrid Work session get familiar with the talk track included in the notes of the
Empowering everyone for a new era of work PowerPoint presentation
• For the demo videos, choose to a) include the demo audio, or b) provide your own demo talk track
• Test audio and video playback for Hybrid Work videos embedded in the presentation
Deliverables:
There are no expected deliverables from this session

Preparation:
Delivery:
Summary:
with Microsoft 365
60 minutes
60 minutes
The Secure Journey to Cloud with Microsoft
365 will lead a discussion of secure work from
anywhere scenarios and the value of Microsoft
365, including enabling Microsoft Teams and
secure access from anywhere.
Optional module – Surface devices
Executive Sponsor
Project Sponsor
Architects
Administrators
Teams /
Communications
Engineer
Objectives:
The objective for the Secure Journey to Cloud with Microsoft 365 module is to facilitate the
discovery of situations that the customer may utilize secure remote work. This session should
lead to conversations regarding how and where Microsoft 365 may benefit their organization.
Preparation:
Prior to delivering, the partner resource leading the meeting will need to familiarize him/herself with:
• The overall engagement format of the Microsoft 365 Digital Workforce Workshop.
your organization have delivered to the customer. Review the sections prior to delivery and hide any that are
not pertinent.
• The completed Microsoft 365 Digital Workforce Workshop pre-questionnaire.docx questionnaire
• The presentation content. This deck in particular includes extensive speaker notes to help drive the
conversation. It is highly recommended to become familiar with these talk tracks before presenting this
session.
Deliverables:
There are no deliverables expected from this session.

Preparation:
Delivery:
Summary:
Customer immersion
experience
60 minutes
120 minutes
In this Secure Work from Anywhere CIE
customer immersion experience , the facilitator
using Microsoft Teams as a collaboration hub
within Microsoft 365 leads participants
through a company-wide employee outreach
program, covering topics like collaboration,
security, and productivity.
The experience uses Microsoft Teams as a
communication and collaboration
headquarters while covering activities like real-
time co-authoring, live event streaming, and
interactive meetings. You’ll also explore the
Power Platform as you measure data in Power
BI.
Executive Sponsor
Project Sponsor
Architects
Administrators
Teams /
Communications
Engineer
Engagement Manager
Objectives:
The objective for this session is to demonstrate Teams remote work. This is designed to show the
experience in a prepared scenario. This tool allows your customers a deeper understanding of the
how remote work can work for them.
Preparation:
Prior to delivering the Secure Work from Anywhere CIE Customer Immersion Experience session, the
partner resource leading the meeting will need to familiarize him/herself with:
• The overall engagement format of the Secure Work from Anywhere CIE session.
• Become very practiced on delivering the CIE experience at the following link:
https://cdx.transform.microsoft.com/experience-detail/ba64117a-8044-49ec-b6f3-d3c82912e19e
• This session should never be completed for the first time in front of the customer.
Deliverables:
There are no expected deliverables from this session.

Preparation:
Delivery:
Summary:
savings and Business
value (Built using the
Online Value Calculator)
60 minutes
60 minutes
The Cost Savings and Business Value session
reviews the business value of Microsoft 365
and the opportunities for cost savings that
come with enabling secure work from
anywhere scenarios.
This presentation is built using the Online
Value Calculator. This must be completed in
the Assess Phase prior to presenting this to the
customer.
Executive Sponsor
Project Sponsor
Teams /
Communications
Architect
And / or Security
Architect
Objectives:
The objective for the Cost Savings and Business Value session is to discuss;
a) Review the output from the Online Value Calculator
b) how can you save costs and support remote work,
c) b) non-essential business expenses can you cut out in this time of economic pressure, and
d) c) how you can deliver new ways to drive workforce efficiency and securely.
Ultimately the goal is to show how adopting Microsoft 365 provides business value to your
customer’s organization, end users, and IT teams. While cost savings will be different for every
customer, in this presentation we will show cost savings estimated by Forrester Consulting and
Microsoft research using the Online Value Calculator.
Preparation:
The overall engagement format of the Microsoft 365 Digital Workforce Workshop.
• Use the Online Value Calculator to produce estimates closer to your customer’s situation, in terms of size and
other factors. You can easily utilize this customized information to build out the presentation. Please copy
the full report export and insert where highlighted in the presentation.
• This deck also includes extensive speaker notes to help drive the conversation. It is highly recommended to
become familiar with these talk tracks before presenting this session.
Deliverables:
Slide must be included in report and recommendations

Preparation:
Delivery:
Summary:
60 minutes
60 minutes
This session discusses the business value of
Azure AD that come with enabling Transition to
Cloud scenarios.
Executive Sponsor
Project Sponsor
Teams /
Communications
Architect
And / or Security
Architect
Objectives:
The objective of the Azure AD Business Value session is to help customers understand the
business value of Azure AD from implementing Microsoft 365.
This session covers
• Secure adaptive access
• Seamless user experience
• Unified identity management
• Simplified access governance
• Secure all your apps with Azure AD
• What types of apps to secure and manage
• How to secure and manage your apps
Preparation:
The overall engagement format of the Microsoft 365 Digital Workforce Workshop.
• The presentation content. This deck also includes extensive speaker notes to help drive the
conversation.
• It is highly recommended to become familiar with these talk tracks before presenting this session.
Deliverables:

Preparation:
Delivery:
Summary:
Start your Journey with
Zero Trust
30 minutes
60 minutes
Use this session of the Microsoft 365 Digital
Workforce Workshop to review how to secure
Microsoft Teams with Microsoft Endpoint
Manager for mobile and review your
foundational security posture, including
Conditional access, multi-factor authentication,
and Self-Service Password Reset (SSPR).
Security Teams for
Office 365 and Azure.
Office 365 and Azure
Tenant Administrator.
Engineer
Objectives:
The objective for this session is to present the different security options to help quickly secure
Microsoft Teams access, particularly the following:
• Microsoft Endpoint Management
• Self-service password reset
• Multi-factor authentication
• Conditional Access
Preparation:
Prior to delivering the session, the partner resource leading the workshop will need to familiarize
him/herself with the completed Microsoft 365 Digital Workforce Workshop Pre-Questionnaire.docx
questionnaire.
Deliverables:
Report and Recommendations and design decisions recorded in the Microsoft 365 Digital Workforce
Workshop - Design Decision Points.xlsx spreadsheet and most important design decisions also in the
Microsoft 365 Digital Workforce Workshop - Report and Recommendations.pptx presentation.

Start your Journey
with Zero Trust
Microsoft Endpoint Management
Review how to secure Microsoft Teams with
Microsoft Endpoint Manager for mobile.
Self-service password reset
Review the SSPR requirements and options and
determine design decisions in order to deply the
service and how user would adopt it.
Multi-factor authentication
Review of the licensing and technical aspects of
multi-factor authentication. Discussion of three
recommended scenatrios for deployment of multi-
factor authentication, followed by design decisions.
Conditional Access
Review of the technical aspects of Conditional
Access in scope of the workshop. Discussion of
approach to deployment of Conditional Access,
followed by design decisions.
Enable MFA – decision tree for scenarios in
scope of this workshop
START
Do you have AAD P1
licenses or other licenses
that include both MFA and
Conditional Access?
Do you need service or
“break glass” accounts in
Azure AD?
Purchase ADD P1 licenses
or the licenses that include
both MFA and Conditional
Access for users that need
MFA
Use “Azure MFA with
Conditional Access (without
real-time risk or device
state)” scenario
Are you OK to enable Azure
MFA for all users?
Are you OK to enable Azure
MFA only for Global
Admins?
Are you OK to use only
Authenticator App as
second authentication
factor?
Use “Azure MFA free with
Microsoft Authenticator for
all users” scenario
Use “Azure MFA free for
Global Admins only”
scenario
No
Yes
Yes
No
No
No
No
Yes Yes
Yes

Microsoft 365
Customer Immersion Experience:
Secure Work from Anywhere
The power of narrative
Welcome to a reimagined immersion experience that combines a first and
second-person approach with a plot through-line authentic and relevant to
organizations that rely on remote workers. Acting as a Chief Experience Officer at a
major company, the facilitator becomes the protagonist that is tasked with
collaborating with a team of executives and information workers to implement and
foster a company-wide employee engagement initiative as most work outside the
conventional office environment.
It will require the right technology and tools to be successful in the areas of:
Secure Work from Anywhere | Healthcare Frontline Workers | Public Sector Frontline Workers
| Insurance | Financial Services | Commercial | Insurance | Healthcare | Government
Compliance | Teamwork | Manufacturing | Retail | Frontline Workers

Microsoft 365
Customer Immersion Experience: Secure Work from Anywhere
Overview | Account team reference guide
Secure Work from Anywhere CIE at a glance
The topics covered
State of the world – The current
issues that many organizations reliant
on remote workers face in any given
solution area or conversation.
Remote work challenges – The
challenges of remote workers as
they relate to cross-organizational
communications, security, and
day-to-day management.
Microsoft 365 solutions – How
Microsoft 365 addresses the
challenges, with supporting details.
The facilitator’s role
The professional Microsoft or
Partner facilitator plays the role
of a Chief Experience Officer in the HR
department of a fictional company.
Character roles in the experience
Megan Bowen, Chief Experience Officer (facilitator)
Patti Fernandez, President, Executive Management
Diego Siciliano, Manager, HR
Nestor Wilke, Director, Operations
Miriam Graham, Director, Public Relations
Pradeep Gupta
Christie Cline, Buyer, Sales
Debra Berger, Administrative Assistant
Johanna Lorenz, Senior Engineer, Engineering
Irvin Sayers, Project Manager, Research and Development
Grady Archie, Designer, Research and Development
Lidia Holloway, Product Manager, Engineering
Lee Gu, Director, Manufacturing
Alex Wilber, Marketing Assistant, Marketing
Isaiah Langer, Sales Rep, Sales
Adele Vance, Manager, Retail
Lynne Robbins, Planner, Retail
Allan DeYoung, IT Administrator, IT
Joni Sherman, Paralegal, Legal
The experience agenda
Work together to
envision and launch
the employee
outreach initiative
Engage employees
through surveys,
community building,
virtual live events, and
more
Measure program
success in Power BI;
Identify areas for
improvement
Explore security
and compliance
capabilities in
moments embedded
throughout the CIE
Microsoft 365 details covered
 Virtual meetings
 Document collaboration
 Video streaming/events
 Data & analytics
 AI
• Power platform
• Endpoint management
 MFA and conditional access
 Data loss prevention
Secure Work from Anywhere | Healthcare Frontline Workers | Public Sector Frontline Workers | Insurance |
Financial Services | Commercial | Insurance | Healthcare | Government Compliance | Teamwork |
Manufacturing | Retail | Frontline Workers

Invite your customers to a CIE
Microsoft 365
Customer Immersion Experience: Secure Work from Anywhere
Overview | Account team reference guide
What is a CIE?
This Microsoft Customer Immersion Experience (CIE) is a
facilitated, interactive event for senior level BDMs and ITDMs.
When you invite a commercial customer to participate in this
SWFA CIE, they are immersed in an authentic story about a
company that is faced with the new challenges of a long-term
remote workforce.
A professional Microsoft or partner facilitator plays the
role of a Chief Experience Officer tasked with overseeing a
company-wide employee outreach program. This will require
meetings, collaboration, community-building, creating surveys,
understanding data and analytics, security, device management,
and more. Through the guided and interactive experience, BDM
and IT participants come to understand how the right Microsoft
365 tools and technology will help them succeed in accomplishing
goals in their own organizations.
The value for customers
One thing most commercial organizations have in common is the
need to better engage their remote workforce. In this CIE, the
focus is on how customers can benefit from the core
Microsoft 365 experience where it relates to remote/hybrid
work.
Customer logistics
• Virtual, designed for between 3-20 BDMs.
• Each participant assumes a role in the fictional project.
• A two-hour+ online session with full desktop interactivity,
supported by a series of guided simulations to capture
select experiences
Customers to invite
The audience focus is on-premises and Office 365
customers.
Invite C-suite executives, and BDM/ITDM roles who
are either involved in managing remote workers or want to
better understand their challenges. IT and Security
professionals could also find value in attending this CIE.
Details for booking a CIE
• Visit OnRamp for more information.
• Invite your customers.
Secure Work from Anywhere | Healthcare Frontline Workers | Public Sector Frontline Workers
| Insurance | Financial Services | Commercial | Insurance | Healthcare | Government
Compliance | Teamwork | Manufacturing | Retail | Frontline Workers
Invitation points to make with customers
• The Secure Work from Anywhere CIE is an interactive
experience for senior BDMs and ITDMs centered around
the objective of driving better engagement and security
as employees work remotely.
• During the CIE, a professional facilitator will guide you and
your team through planning, monitoring, and refining an
employee outreach program.
• You will become part of a fictional team working together
to overcome the new challenges of large-scale remote
work when it comes to inclusion, engagement, and
security.
• The experience will touch on a variety of topics, such as
Teams, security, collaboration, and AI.
• This experience becomes a roadmap for transforming your
remote work processes and procedures via Microsoft
solutions.
• Invite up to 20 other decision makers in your company
to join the CIE.
• The transformational impact of Microsoft tools and
technology are at the core of the experience.

Virtual customer immersive assets
To provide a virtual Art of the Possible immersive experience please use the following assets:
Guided simulation
Provide easy-to-follow click-through demo experience
on the web and for showcasing capabilities that are
difficult to demo while presenting to your customers
on a Microsoft Teams meeting.
Surface device explorer
In this interactive guide, you’ll be able to
explore Surface for Business devices.

Virtual customer immersive assets
To provide a virtual Art of the Possible immersive experience please use the following assets:
Guided simulations
Provide easy-to-follow click-through demo experience
on the web and for showcasing capabilities that are
difficult to demo while presenting to your customers
on a Microsoft Teams meeting.
Surface device explorer
In this interactive guide, you’ll be able to
explore Surface for Business devices.

Secure Work From Anywhere CIE: Guided simulation
Secure Work From Anywhere CIE (octe.azurewebsites.net)

Microsoft Teams Hero Demos: Guided simulations
Collaborate your way
See how Microsoft Teams provides and
environment that’s fosters connection and
collaboration without boundaries
Stay in the flow of work
See how Microsoft Teams empowers you to be
efficient, stay focused, and stay in the flow of
work with full context
Stay in the flow of work with full context
Connect Naturally
See how Microsoft Teams empowers you and
your teams with a connected, collaborative, and
context-rich experience

Explore Surface
https://aka.ms/ExploreSurface

Preparation:
Delivery:
Summary:
Build the Plan Kick-Off
15 minutes
15 minutes
The session is intended to set the schedule and
attendance for the Build the Plan portion of
the workshop.
Project Lead
Project Manager
Service Owner
Teams Architect
Objectives:
The objective of the Build the Plan Kick-Off module is to set the schedule and attendance for the
Build the Plan phase. Meeting invites and agendas should be sent out to meeting attendees
based on the results of this meeting:
• Confirm the scope of the Build the Plan phase
• Confirm all resources required for the sessions
• Create the meetings required for each sessions with appropriate attendees per session
• Any room or resources required per session
Preparation:
Prior to delivering the Build the Plan Kick-Off, the partner resource leading the meeting will need to
familiarize themselves with:
• The customer and their organizational structure. Make sure you research any previous engagements your
organization has delivered to the customer.
• Review the presentation contents.
Deliverables:
The deliverables of the Build the Plan Kick Off Call are defined as:
• Confirmed schedule with attendee list for the engagement.

Preparation:
Delivery:
Summary:
Environmental Analysis
60 minutes
60 minutes
The Environmental Analysis session will assess
all elements of the customer environment,
including but not limited to AD, Exchange,
SharePoint, devices, and security.
Executive Sponsor
Project Sponsor
Architects
Administrators
Teams /
Communications
Engineer
Engagement Manager
Objectives:
The objective for the Environmental Analysis session is to review the information provided in the
pre-questionnaire, to clarify any issues, and complete any portions that are without data.
Including but not limited to the following:
• Existing licensing
• Office 365 deployment
• Microsoft Teams/SFB deployment
• Meeting deployment
• Adoption
• Network review
Preparation:
The partner resource leading the meeting will need to familiarize him/herself with:
• The completed Microsoft 365 Digital Workforce Workshop pre-questionnaire.docx questionnaire.
• Before delivering this session, pre-populate the slides with the information already gathered from the pre-
questionnaire. This is essential to facilitate the discussion and continue discovery.
• Review the presentation content.
• It is advised to run the secure score tool both prior to and after completion of this workshop. Instructions for
how to run this tool can be found at Microsoft Secure Score for Devices.
Deliverables:
The deliverables of the Environmental Analysis are defined as:
• Microsoft 365 Digital Workforce Workshop pre-questionnaire.docx with any necessary additions discovered
during this session added.
• The current state environmental, usage analysis, and risks or remediations slides completed.

Preparation:
Delivery:
Summary:
60 minutes
60 minutes
Use this session of the Microsoft 365 Digital
Workforce Workshop to review available
authentication methods and requirements and
determine the preferred authentication
method.
Executive Sponsor
Project Sponsor
Architects
Administrators
Engineer
Objectives:
The objective for the session is to present an overview of authentication options and to decide
which authentication method to use, particularly the following:
• Azure AD integration scenarios
• Hybrid authentication options
• Seamless single sign-on
• Managed vs. federated authentication
• Authentication gotchas, do’s, and don’ts
Preparation:
Prior to delivering the session, the partner resource leading the workshop will need to familiarize
him/herself with the
• Completed pre-engagement questionaire.docx questionnaire.
Deliverables:
• Report & Recommendations and design decisions recorded as part of the Report and
Recommendations.pptx presentation.
• Design decisions recorded as part of the Design Decision Points.xlsx spreadsheet.

Consider following recommendations
when delivering the presentation:
Background reading
Study the in-depth content on how the different
authentication methods work as preparation for
the workshop, specifically look at:
• How password hash synchronization works
• How pass-through authentication works
• How single sign-on works
Study the in-depth content on how Azure AD
Connect works including pre-requisites and
configuration options, specifically look at:
• What is Azure AD Connect Sync
Study the in-depth content on how to deploy
Azure AD, specifically look at:
• Azure AD Report & Recommendations
The output of the workshop should be a completed list of design decisions.
At the minimum we recommend that you help the customer select the appropriate
Azure AD integration option and if selecting to implement synchronized identities,
which hybrid authentication method to use.
Record any design decisions as part of the Microsoft 365 Digital Workforce
Workshop - Design Decision Points.xlsx spreadsheet and include the most important
design decisions in the Microsoft 365 Digital Workforce Workshop - Deployment
Guidance.pptx presentation.

Preparation:
Delivery:
Summary:
Activation and
Enablement
30 minutes
30 minutes
The Activation and Enablement session of the
Microsoft 365 Digital Workforce Workshop will
walk the customer through numerous aspects
that need to be considered during roll-out
including licensing, Microsoft Teams clients
available, installation options, networking, and
tools available to aid in the implementation
process.
Project Sponsor
Communications
Team
Network Team
Communications
Objectives:
The objectives for the Activation and Enablement session contain the following:
• Licensing available for Office and Microsoft 365.
• Insight into the different clients available across all platforms. Including installation options and
requirements.
• Network requirements specifically geared towards remote work and the necessary configuration to
optimize the end user’s experience.
• Advisor for Teams
Preparation:
Prior to delivering the Activation and Enablement session, the partner resource leading the meeting
will need to familiarize him/herself with:
• The overall engagement format of the Microsoft 365 Digital Workforce Workshop engagement.
• Review the presentation content.
• Review licensing slides for accuracy.
Deliverables:
The deliverables of the Activation and Enablement session are defined as:
• Solid understanding of the licensing requirements and options.
• Team’s client options and installation.
• High-level network requirements for remote work.
• Understanding of Advisor for Teams.

Preparation:
Delivery:
Summary:
Teams Workload Analysis
60 minutes
90 minutes
The Microsoft Teams Workload Analysis covers
the fundamental elements that enable you to
help a customer’s scope and determine the
configurations and workloads that you will
provide them with prescriptive guidance for
everything across communication and
collaboration. During this meeting, the partner
will introduce the customer to the workloads of
Microsoft Teams and discuss the settings and
requirements for the customer to securely
deploy work from anywhere scenarios.
Executive Sponsor
Project Sponsor
Communication team
Collaboration Team
Teams /
Communications
Engineer
Engagement Manager
Objectives:
The objective for the Workload Analysis session is to systematically go through the workloads
that Microsoft Teams supports and determine the configuration and Report and
Recommendations for Microsoft Teams focusing on:
• Global Teams settings
• Chat and collaboration
• External vs. guest access
• Teams governance
• Meetings and live events
• Phone System and Audio Conferencing
• App store
Preparation:
The partner resource leading the meeting will need to familiarize him/herself with:
• The completed Microsoft 365 Digital Workforce Workshop Pre-Questionnaire.docx questionnaire.
• Review and customize the agenda and presentation content for the customer.
Deliverables:
The deliverables of the Workload Analysis session are defined as:
• Record any changes to engagement scope in accordance to your change management process.
• Clear definition of options for each component of the Microsoft Teams workloads.
• Prescriptive guidance for each workload and how to implement recommended settings.

Preparation:
Delivery:
Summary:
Adoption and Usage
Scenario Prioritization
60 minutes
90 minutes
The Adoption and Usage Scenario
Prioritization session of the Microsoft 365
Digital Workforce Workshop touches on the
importance of communication and training for
users when adopting a new technology. Along
with an exercise and interactive discussion
around identifying use case scenarios and
prioritizing which of these scenarios should be
the focus of the planning sessions.
Executive Sponsor
Project Sponsor
Engagement Manager
Objectives:
The objectives for the Adoption and Usage Scenario Prioritization session are to discuss the
importance of communications in any adoption effort but in particular when everyone is working
from differing locations with varied resources.
This session includes a detailed plan on communications for the deployment of Microsoft Teams.
Also, helping to create comprehensive training plan for enabling users to get the most out of
Microsoft Teams while unable to provide face-to-face training events. Then, a key exercise is led
to identify and prioritize usage scenarios to be addressed in the planning portion of this
workshop. Last and optionally, there is guidance around planning for a Champions Network. This
is considered optional as not all customers will have the time and/or resources available to drive
this type of initiative. The intent is to set your customer and their organization up for success as
they implement and adopt Microsoft Teams.
Preparation:
Prior to delivering the Adoption and Usage Scenario Prioritization session, the partner resource leading
the meeting will need to familiarize him/herself with:
• All assets available in the adoption kit.
• Learning Central and how to launch a Learning Central campaign.
Deliverables:
The deliverables of the Adoption and Usage Scenario Prioritization session are an agreement with all
stakeholders on the communications and training plans contained within Adoption and Usage
Scenario Prioritization.pptx
Completed exercises for usage scenario prioritization contained within Adoption and Usage Scenario
Prioritization.pptx - Report and Recommendations.pptx
Optionally: A Champions Network plan also contained within Adoption and Usage Scenario
Prioritization.pptx

Preparation:
Delivery:
Summary:
Risks and Mitigations
30 minutes
30 minutes
The Risks and Mitigation session is an
opportunity to revisit issues and discussion
points that have come up through the
workshop and give these topics the attention
necessary to be addressed or resolved.
Executive Sponsor
Project Sponsor
Architects
Administrators
Teams /
Communications
Engineer
Engagement Manager
Objectives:
The objective for the Risks and Mitigations session is to review the risks and potential blockers
that have been found throughout the analysis sessions and pre-questionnaire along with any
items that have been parked for further discussion in order to plan and prioritize for mitigation.
Preparation:
Prior to delivering the Risks and Mitigations sessions, the partner resource leading the meeting will
need to familiarize him/herself with:
Deliverables:
The deliverables of the Risks and Mitigation meeting is defined as:
• Risk review table including all risks and potential blockers that have been discovered throughout the entire
workshop along with the risk level and remediation ideas.
• Key recommendations plan detailing the risk level of every item that has been discovered and the timeline
for remediation.

Preparation:
Delivery:
Summary:
Report and
Recommendations
60 minutes
60 minutes
The Report and Recommendations session is a
high-level review of the environmental
discovery, discussions about desired end-state,
and a presentation of the plan for security,
identity, Microsoft Teams, and adoption.
Executive Sponsor
Project Sponsor
Architects
Administrators
Teams /
Communications
Engineer
Engagement Manager
Objectives:
The objective for the Report and Recommendations session is to provide an overview of the
engagement and agree on the scope, schedule, and required resources, particularly the following:
• Report and Recommendations overview
• Detailed next steps
Preparation:
Prior to delivering the Report and Recommendations session, the partner resource leading the meeting
will need to familiarize him/herself with:
• The completed Microsoft 365 Digital Workforce Workshop – Risks and Mitigations.pptx.
• Complete all necessary planning documents intended to be shared with the customer during this session.
Deliverables:
Microsoft 365 Digital Workforce Workshop – Report and Recommendations.pptx is a mandatory
deliverable and must be completed at the end of the engagement.
It is the primary deliverable that records the results from the engagement. The document is divided
into sections that correlate directly with many of the activities and sessions.

Microsoft 365
Digital Workforce Workshop funding
Microsoft co-funded workshops enable partners to drive
customer intent and demand for Microsoft products and services.
• Partners may choose from one or more workshops depending on
customer needs.
Up to
$3,500*
per workshop
Partners can nominate customers here:
https://aka.ms/MCI
Workshop specific terms and conditions are found on the Microsoft
Commerce Incentives website.
Customer requirements
Customers without Office 365 or Microsoft 365
AND >1000 PC installed base
Select Customers without Office 365 or
Microsoft 365 AND > 300 PC installed base may
be eligible
Partner requirements
Co-sell ready or fast track ready
SSPA compliant
Proof of execution
Customer satisfaction survey
Partner findings survey
Report and recommendations report
Partner invoice
Workshop requirements
The following activities must be completed:
• Scenario envisioning and immersion experience,
prioritization of scenarios and Environmental analysis.
Online Value Calculation.
• Teams Workload analysis, activation, and enablement
• Identity, mobile device management & security
activation and enablement
• Adoption planning and deployment guidance
* Workshop claim amounts will be calculated in USD, based on the country associated with the nominating partner's MPN ID

Microsoft Commerce Incentives
Build Intent Workshops: Claims Process
https://aka.ms/MCI

Navigation
1
1. Click to open Engagements
2. Navigate by solution area tabs
3. Review pending actions needed
4. Filter by location, status or role
5. Click to open Summary view
6. Click to open Eligibility view
2 Modern Work Azure 3
4
5 Azure Sentinel workshop Build intent
Discover Sensitive Data workshop Build intent
Enable Frontline workshop Build intent
Endpoint Management workshop Build intent
Hybrid Cloud Security workshop Build intent
Hybrid Meetings workshop Build intent
6
Each Engagement has its own Summary, Customers and Eligibility view.
1. Review and access Workshop content on the Summary view.
2. Add, claim, and manage customers and claims on the Customers view.
3. Review Eligible MPN IDs on the Eligibility view.

Workshop Claims Process
Workshop Stage
Activity
Stage 1:
Claim/Add Customer
• Partner claims
or adds customer
• Partner Center
validates workshop
eligibility for customer
• Partner selects from
list of workshops that
both partner and
customer are eligible
for adding/ claiming
customer
Stage 2:
Customer Consent
• Partner requests
customer consent
• Partner Center
receives customer
consent
• Without customer
consent, claim will
automatically expire
Timeline: 30 days max
from claiming or adding
customer.
Stage 3:
Execution & POE
Submission
• Partner conducts
customer workshop
• Partner submits
claim with required
POE documentation
• Incomplete claims
will automatically
expire
from customer consent
to claim submittal.
Stage 4:
Proof of Execution
(POE) Validation
• Microsoft reviews POE
documentation
• Microsoft reaches out
to partner if additional
information is needed.
• Microsoft approves or
declines POE
Timeline: If claim is
submitted within 90
days, timeline may be
extended by up to 30
days if additional review
is needed.
Stage 5:
Payment
• Once approved, claim
will be processed for
payment
• Microsoft issues
payment to partner
from claim approval

Claims Process (Pre-Workshop)
Stage 1: Add or Claim
Customer
There are two ways to initiate an MCI engagement
using the Customers view in Partner Center:
Option 1: Add New Customers.
< OR >
Option 2: Claim Known Customers.
Your Engagements view also shows customers who
have previously given consent to you for other
workshops.
Once a customer has been added or claimed, the
next step will be to request customer consent.
Option
1
Option
2
Important Note: If you have never previously received consent from the Customer and the Customer declines to participate, that Customer will no longer appear in your Customer
list for this engagement. You will need to re-add that customer to restart the process.

Claims Process (Pre-Workshop)
Stage 2: Customer Consent
After adding or claiming a Customer to an
engagement, you have 30 days to obtain Customer
consent to deliver the workshop.
In the Customers view of the engagement, look for
an Eligible Customer who shows as “Not Started”.
1. Click to trigger Customer consent email
2. Provide contact details
3. Click to send consent request
Once the Customer provides consent, you can
conduct the workshop with the Customer.
Important Note: Customer consent requests must be obtained via Partner Center as shown here. Proof of Customer consent sent in by email or via other means will not be
accepted

Claims Process (Post Workshop)
Stage 3: Execute + Submit
Proof of Execution (POE)
You have 90 days from the date of Customer
consent to complete the workshop AND submit
the workshop claim.
Take the following actions in the Workshop claim in
order to submit your claim for review.
1. Upload Invoice
2. Upload POE/FRR document
3. Send Customer Survey
4. Send Partner Survey
Once all four POE components are complete and/or
uploaded, the “Submit” buttons at the top and
bottom of the claim will activate to allow submittal.
Important Note: If all four components are not complete and present in the claim within 90 days of Customer consent, the claim will automatically be rejected.

Microsoft 365 Digital Workforce Workshop
Proof of execution requirements
Required
documents
An online customer
and partner survey is
required for all
workshop types

Stage 4: POE Validation
Once the claim has been reviewed, Microsoft
may revert with additional questions or request
additional documentation from you. If this occurs,
the claim status will change to “Action required”.
Reviewers will leave specific guidance in the claim
comments to identify what is preventing approval.
If more information is requested, up to 30 days may
be added to allow for your response and additional
review.
Important Note: After responding to POE reviewer requests or uploading new documents, be sure to click submit. POE reviewers cannot act on the claim while it is in “Action
required” status. If your claim is not resolved within 120 days of customer consent, it will be automatically rejected.

Stage 5: Payment
Once approved, Partner Center will process and
issue your payment. You will receive payment for
approved claims to the relevant enrolled Incentive
payee profile.
Payment will occur as per the next standard 45 day
payment cycle of the MCI program.
To review your Workshops payment history in
Partner Center, navigate to your earnings and
transactions history for the Microsoft Commerce
Incentives program.

VC Learning
View VC Learning
enablement decks,
training, videos, and
more!
On the Transform website
1. Click ‘Learning’

Readiness and
technical content
Product documentation
Manage meetings, conferences, and events with Microsoft Teams
Prepare for a Teams deployment with Microsoft 365
Deploy Teams clients
https://docs.microsoft.com/en-us/microsoftteams/teams-overview
https://docs.microsoft.com/en-us/microsoftteams/deploy-chat-teams-channels-
microsoft-teams-landing-page
https://docs.microsoft.com/en-us/microsoftteams/deploy-meetings-microsoft-
teams-landing-page
https://docs.microsoft.com/en-us/microsoftteams/cloud-voice-landing-page
https://docs.microsoft.com/en-us/microsoft-365/admin/manage/assign-licenses-to-
users?view=o365-worldwide
https://docs.microsoft.com/en-us/microsoftteams/prepare-network

Readiness and
technical content
Product training
Microsoft Teams IT Pro Academy
Governance and security for Microsoft Teams
Get the most out of Meetings with Microsoft Teams
This guide will provide solutions to strengthen resilience by finding new ways for
people and teams to be productive and collaborate
Learn more about what you can do on Windows Virtual Desktop on Azure
Ready your org to adopt Teams on the recently launched Microsoft Adoption portal
Estimate the quality of the experience your users will receive using the Windows
Virtual Desktop Experience Estimator
Sustain Productivity & well-being insights.office.com
This guide aims to show you how you can use your existing investments in Microsoft
365 to quickly shift your people to remote work while turning on built-in security
controls to help them stay secure
Host large scale town halls, webinars, and meetings with up to 10,000 attendees with
Microsoft Teams live events
Managing your Microsoft Voice Environment
Troubleshooting Microsoft Teams
Calling in Microsoft Teams
A deep dive into managing Microsoft Teams
Application Policies Store

00 - Microsoft 365 Digital Workforce Workshop - Delivery Guide.pptx

Recomendados

Recomendados

Mais conteúdo relacionado

Mais procurados

Mais procurados (20)

Semelhante a 00 - Microsoft 365 Digital Workforce Workshop - Delivery Guide.pptx

Semelhante a 00 - Microsoft 365 Digital Workforce Workshop - Delivery Guide.pptx (20)

Último

Último (20)

00 - Microsoft 365 Digital Workforce Workshop - Delivery Guide.pptx