Shared IR Kickoff Meeting December 5, 2013Shared IR Kickoff Meeting.
Engagement kickoff meeting
description
Transcript of Engagement kickoff meeting
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Agenda Introductions Engagement Objectives Overview and Customer Needs Process and Organization Schedule and Milestones Deliverables Roles/Resources Next Steps and Action Items Questions and Answers
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Project Team MembersIntroduction <Partner>
Account Executive (AM)Engagement Manager (EM)Services Manager (SM)Technical Account Manager (TAM)Account Technical Specialist (ATS)Infrastructure Consultant Management Consultant (optional)Security Consultant (optional)Project Manager (PM)
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Project Team MembersIntroduction <Customer>
Project SponsorProject ManagerTechnical LeadServer EngineeringDirectory ServicesNetworkingTraining and User EducationQuality AssuranceHelp Desk
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The three-day engagement for <Customer Name> includes:
Discussion and assessment-based workshop identifying customer needs and current issues
High-level Architectural Design Workshop and light technical sessions on Windows Server 2012
Recommendations and next-steps discussion
Overview and Customer NeedsOverview/value: Three-day Deployment Planning Service engagement
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The five-day engagement for <Customer Name> includes:
Discussion and assessment-based workshop identifying customer needs and current issues
Microsoft Assessment and Planning (MAP) Toolkit configuration and activation
Architectural Design Workshop and technical sessions on Windows Server 2012 for one customer-selected role
Recommendations and next steps
Overview and Customer NeedsOverview/value: Five-day Deployment Planning Service engagement
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The 10-day engagement for <Customer Name> includes:
Discussion and assessment-based workshop identifying customer needs and current issues
Microsoft Assessment and Planning (MAP) Toolkit configuration and activation
Architectural Design Workshop and technical sessions on Windows® Server 2012
Deployment of a proof-of-concept (POC) environment for up to two customer-selected roles
Recommendations and next steps
Overview and Customer NeedsOverview/value: 10-day Deployment Planning Service engagement
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The 15-day engagement for <Customer Name> includes:
Discussion and assessment-based workshop identifying customer needs and current issues.
Microsoft Assessment and Planning (MAP) Toolkit configuration and activation
Architectural Design Workshop and technical sessions on Windows® Server 2012
Deployment of a limited production or pre-production pilot environment for up to two customer-selected roles
Recommendations and next steps
Overview and Customer NeedsOverview/value: 15-day Deployment Planning Service engagement
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Situation, Goals, Outcomes, and Scope
Engagement Objectives (Three-day engagement)
A.B. <Customer>
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Situation, Goals, Outcomes, and Scope
Engagement Objectives (Five-day engagement)
A.
B.
C.
D. <Customer>
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Situation, Goals, Outcomes, and Scope
Engagement Objectives (10-day engagement)
A.
B.
C.
D.
E. <Customer>
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Situation, Goals, Outcomes, and Scope
Engagement Objectives (15-day engagement)
A.
B.
C.
D.
E. <Customer>
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Process and Organization Approach, Models, and Definitions
Due to the nature of this engagement, the three-/five-/10-day Deployment Planning Service engagement does not require a specific delivery methodology, such as the Microsoft Solution Framework.
The following communications plan should still be used:<Partner Name>
<Customer>.<Customer Name> <Partner
Name>.
<Date>.
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Process and Organization (15-day engagement) Approach, Models, and Definitions
The 15-day Deployment Planning Service engagement is based on the Microsoft Solutions Framework, and contains elements of the following five phases:
Envisioning, Planning, Developing, Stabilizing, Deployment
The engagement process will incorporate the following elements:
Communications plan Change management Risk and issue management
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Approach, Models, and Definitions
Process and Organization (15-day engagement)
MSF
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Approach, Models, and Definitions
Process and Organization (15-day engagement)
<Partner Name> <Customer><Customer Name> <Partner Name>
<Partner Name>
<Partner Name> <Customer>
<Date>
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Process and Organization Approach, Models, and Definitions
Change Management For the elements of the project which involve integration
with production systems, it is important to verify that all parties understand the impact on resources, scope, and timeline. Therefore, <Partner> will adhere to <Customer Name>’s change management process.
Process <customize per customer environment>
Change request initiation Core team review Impact analysis Project board review Final decision and action
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Process and Organization Approach, Models, and Definitions
Risk and Issue Management A risk management section in each weekly status report will
be initiated and managed throughout the project in order to monitor and manage risks related to the project.
Three Major Risk Areas <Business> <Technology> <Project execution>
Escalation Path <Core team> <Project board>
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Approach, Models, and DefinitionsProcess and Organization
Engagement Manager
Delivery Resource
Project Manager
Infrastructure Team
Operations Team
<Customer> Team
<Partner>Team
Project Sponsor
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The Three-Day Engagement TimelineSchedule and Milestones
Kickoff Meeting and discussion regarding roles and features currently used
Workshop: High-level architectural design session
Workshop: High-level architectural design session and next steps and recommendations
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The Five-Day Engagement TimelineSchedule and Milestones
Kickoff Meeting and discussion regarding roles and features currently used
Workshop covering value propositionMAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)Discussion of MAP Tool results, next steps, and recommendations
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The 10-Day Engagement TimelineSchedule and Milestones
Kickoff Meeting and discussion regarding roles and features currently used
Workshop covering value propositionMAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)MAP analysis
Deployment of POC
Deployment of POC
Deployment of POC
Deployment of POC
Demonstration of POC and next steps discussion
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The 15-Day Engagement TimelineSchedule and Milestones
Kickoff Meeting and discussion regarding roles and features currently used
Workshop covering value propositionMAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)MAP Tool runs
Workshop: Architectural design drilldown session(s)MAP analysis
Creation of the high-level project plan
Deployment of limited Production Pilot
Deployment of limited Production Pilot
Deployment of limited Production Pilot
Deployment of limited Production Pilot
Deployment of limited Production Pilot
Deployment of limited Production Pilot
Demonstration of the Production Pilot
Demonstration of the Production Pilot
Demonstration of POC and next steps discussion
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The Three-Day Engagement DeliverablesDeliverables
Server Migration Workshop
This workshop will include a discussion-based assessment, high-level architectural discussions, and design discussions.
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The Five-Day Engagement DeliverablesDeliverables
Server Migration Workshop
This workshop will include a discussion-based assessment, architectural discussions, and design discussions.
Microsoft Assessment and Planning Toolkit output
A document will be produced which provides an assessment of the existing production infrastructure.
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The 10-Day Engagement DeliverablesDeliverables
Server Migration Workshop
This workshop will include a discussion-based assessment, architectural discussions, design discussions, and light training.
Microsoft Assessment and Planning Toolkit output
A document will be produced which provides an assessment of the existing production infrastructure.
Proof of Concept A proof of concept will be deployed to a test lab (no integration with production systems) for a Windows Server 2008 to Windows Server 2012 migration evaluation of up to two customer-selected roles.
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The 15-Day Engagement DeliverablesDeliverables
Server Migration Workshop
This workshop will include a discussion-based assessment, architectural discussions, design discussions, and light training.
Microsoft Assessment and Planning Toolkit output
A document will be produced which provides an assessment of the existing production infrastructure.
Limited Pre-production Pilot
A limited production or pre-production pilot will be deployed for Windows Server 2008 to Windows Server 2012 migration of up to customer selected four roles.
Roles/Resources
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These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate):
Proof-of-concept deployment A pre-production pilot
Next Steps and Action Items (Three or five day)
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These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate):
A pre-production pilot
Next Steps and Action Items (10 day)
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These are the next steps for this Server Migration Deployment Planning Services Offering (select as appropriate):
Architecture and Migration Plan for full Windows Server workload
Broader Migration of Windows Server workload
Next Steps and Action Items (15 day)