Instructional slide to Partner: REMOVE BEFORE PRESENTING TO CUSTOMER Software Assurance Planning Services Partner MUST customize prior to delivery Speaker: Add info here Title of presentation: Project and Portfolio Management (PPM) Solution Planning: Kick-off/Agenda Length of presentation: 30 minutes Audience: Customer BDM/TDM/IT Pro Sales Cycle Alignment: Pre-sales/Post-sales Deployment Desired Outcomes: Help customer understand how the PPM Solution Planning engagement will assist in achieving desired PPM business objectives with configuration and implementation guidance for the supporting technologies. Explain funding mechanism to customer through PPM Deployment Planning Services programs Modular Outline: Add more info here Instructional slide to Partner: REMOVE BEFORE PRESENTING TO CUSTOMER 1

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

Engagement Goals 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.

5-Day Agenda Planning, Design, and Proof of Concept

Envisioning, Planning and Design 11/6/2017 Envisioning, Planning and Design Day 1 Agenda – Business objectives alignment 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 10:30 AM Break   10:45 AM PPM Presentation and Overview Presentation (.PPT) of Microsoft’s PPM solution 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. 2:30 PM 2:45 PM Deep dive discussion - continued 4:00 PM Review/Next Steps Agenda setting and focus area decisions 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation: Challenges, concerns, and expectations Prioritization of solution modules Partner Audience: Primary sponsor = All Day / Project Manager / Project Manager (rep) Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc) PMO Director = as needed © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Envisioning, Planning and Design 11/6/2017 Envisioning, Planning and Design Day 2 Agenda – Technology Decisions 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. 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 2:30 PM 2:45 PM On premises architecture planning (if required) 4:00 PM Review/Next Steps  Summary and consent 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner Audience: Primary sponsor = All Day / Project Manager / Project Manager (rep) Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc) PMO Director = as needed © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Envisioning, Planning and Design 11/6/2017 Envisioning, Planning and Design Day 3 Agenda – Strategy Alignment 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 10:30 AM Break   10:45 AM Portfolio Demand Management - continued Project intake, workflows, templates, PDPs 12:00 PM Lunch 1:00 PM Reporting and BI Reporting for PMs, PMOs, RMs, Executives 2:30 PM 2:45 PM Reporting and BI - Continued 4:00 PM Review/Next Steps 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner Audience: Primary sponsor = All Day / Project Manager / Project Manager (rep) Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc) PMO Director = as needed © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Envisioning, Planning and Design 11/6/2017 Envisioning, Planning and Design Day 4 Agenda – Reporting and BI 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 10:30 AM Break 10:45 AM Enterprise Project Management – continued 12:00 PM Lunch   1:00 PM Resource Management Resource types, capacity, demand 2:30 PM 2:45 PM Resource Management – Continued Resource scheduling, resource plans 4:00 PM Review/Next Steps 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner Audience: Primary sponsor = All Day / Project Manager / Project Manager (rep) Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc) PMO Director = as needed © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Envisioning, Planning and Design 11/6/2017 Envisioning, Planning and Design Day 5 Agenda – Enterprise Project and Collaboration 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 10:30 AM Break   10:45 AM Project Task Statusing and Timesheets Status management, single-mode entry 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 2:45 PM Engagement Wrap-up / Parking Lot 4:00 PM Closeout Review/Next Steps 4:30 PM Deliverables and documentation Capture dialogue into deliverable documentation Partner & customer’s PM/Sponsor Audience: Primary sponsor = All Day / Project Manager / Project Manager (rep) Business SME = e.g. – R&D Leadership, CEO, CFO, Finance rep , Operations, CIO, Resource Manager Technical SME = PMO, Applications Admin, IT reps (networking, database, security, etc) PMO Director = as needed © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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