1.
Project & Portfolio Management
(PPM) Solution Planning:
Kick-off / Agenda
Software Assurance Planning Services
2

2.
• 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
3

3.
5-Day
Agenda
Planning, Design, and Proof of Concept
4

4.
Day 1 Agenda – Business objectives alignment
Envisioning, Planning and Design
5
Time Topic Description Target Audience
9:00 AM Intro/Kick-off Review DPS agenda and goals Business, PMO, IT
9:30 AM Key business objectives
Key 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 Overview Presentation (.PPT) of Microsoft’s PPM solution Business, PMO, IT
12:00 PM Lunch
1:00 PM
Deep 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 - continued Business, PMO, IT
4:00 PM Review/Next Steps Agenda setting and focus area decisions Business, PMO, IT
4:30 PM Deliverables and documentation
Capture dialogue into deliverable documentation:
• Key business objectives
• Challenges, concerns, and expectations
Partner

5.
Day 2 Agenda – Technology Decisions
Envisioning, Planning and Design
6
Time Topic Description Target Audience
9:00 AM Review and Agenda Confirmation Review DPS agenda and goals IT, 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 - Continued On premises architecture planning (if required) IT, PMO
4:00 PM Review/Next Steps Summary and consent IT, PMO, Business
4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner

6.
Day 3 Agenda – Strategy Alignment
Envisioning, Planning and Design
7
Time Topic Description Target Audience
9:00 AM Review and Agenda Confirmation Review DPS agenda and goals Business, PMO
9:30 AM Portfolio Demand Management Strategic 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 documentation Capture dialogue into deliverable documentation Partner

7.
Day 4 Agenda – Reporting and BI
Envisioning, Planning and Design
8
Time Topic Description Target 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 documentation Capture dialogue into deliverable documentation Partner

8.
Day 5 Agenda – Enterprise Project and Collaboration
Envisioning, Planning and Design
9
Time Topic Description Target 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 PM Deployment 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 Lot Business, PMO, IT
4:00 PM Closeout Review/Next Steps Business, PMO, IT
4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation
Partner &
customer’s
PM/Sponsor

9.
Thank you
10