Microsoft Software Assurance

SharePoint Deployment Planning Services

Work Order

Prepared for

Prepared by

Customer Name

Partner Name

Customer Name

Name

Customer Title

Title

{Date}

Microsoft SharePoint

Version

Deployment Planning Services Partner

Work Order

Table of Contents

Objectives ................................................................................................................................................................................................ 3
Scope ........................................................................................................................................................................................................ 3
Service Areas within Scope ........................................................................................................................................................ 3
Service Areas Out of Scope ....................................................................................................................................................... 6
Approach ................................................................................................................................................................................................. 6
Key Partner Name Activities ...................................................................................................................................................... 6
Key Customer Activities .............................................................................................................................................................. 7
Key Service Deliverables ............................................................................................................................................................. 7
Project Roles and Responsibilities ................................................................................................................................................. 7
Roles and Descriptions ................................................................................................................................................................ 7
General Customer Responsibilities and Project Assumptions ..................................................................................... 8
Project Assumptions..................................................................................................................................................................... 9

SharePoint Planning Services Work Order

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Work Order
Partner Delete all pink text before you deliver this to the customer.
Use this template to define a Work Order format for your SharePoint Deployment Planning Services program.
Many partners will use their own Work Order templates, but for those who do not have one established, this will
provide a benchmark for Work Order creation. (Note that Partner Name and Customer Name are defined as
Advanced Properties of this document. To modify them, go to File -> Properties -> Advanced Properties)

Objectives
Partner Name will provide the Microsoft SharePoint Deployment Planning Services as described below.
SharePoint Deployment Planning Services (SDPS) is a value and deployment planning benefit available to eligible Microsoft Volume
Licensing customers with Software Assurance. SDPS consultants from Partner Name can help customers understand the value and best
practices of implementing a Microsoft SharePoint Server 2013 solution in their on premise environment,. The number of SDPS
engagement days varies from 1 to 15 as determined by their Software Assurance coverage and available days.
Any timelines, dates, and delivery schedules provided here are estimates only, and are subject to change.

Scope
Service Areas within Scope
Partner Name will provide the following services:

Partner - Choose 1 of the offerings below (1 3 or 5 day engagement) and delete the rest. (There is a lot of
repetition in the content across the offering descriptions.)
Plan the Solution SharePoint 2013 1 day engagement will include the following:
This one day engagement includes delivering the SharePoint 2013 Overview presentation and discussions around the
customers current SharePoint infrastructure. The main focus of the day will be to develop problem and solution statements
(not architectures). The customer is provided with a simple deliverable that documents a problem statement, a solution
statement, and next steps.
Note: partners can substitute a different presentation on a more focused topic if required. This should be discussed with the
customer as part of the pre-engagement call.
Details include:

SharePoint 2013 Overview Session This session introduces the new features of SharePoint 2013 and the Office
2013 client suite, and provides an overview of approaches for deployment. The discussion focuses on the business
benefits of the new features and planning considerations for automating your deployment capabilities.

Problem Statement Development This session acts as a high-level Envisioning Workshop, translating the business
problem and solution statements into a high-level solution and summarizes how the solution could integrate with the
customers environment. For the upgrade scenario, identify future value opportunities offered by SharePoint 2013,
and capture any motivators the customer may currently have around proceeding with an upgrade to SharePoint 2013.

Summary and Roadmap Development Based on the problem statement, this session presents the overall findings,
including: business drivers, key deployment challenges, a proposed deployment strategy, high-level
recommendations for further investigation, and next steps.

Plan the Solution SharePoint 2013 3 day (non-upgrade) engagement:

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Work Order
The engagement includes the following:

SharePoint 2013 Overview Session This session introduces the new features of SharePoint 2013 and the Office
2013 client suite, and provides an overview of approaches for deployment. The discussion focuses on the business
benefits of the new features and planning considerations for automating your deployment capabilities.

Problem Statement Development This session acts as a high-level Envisioning Workshop, translating the business
problem and solution statements into a high-level solution and summarizes how the solution could integrate with the
customers environment. For the upgrade scenario, identify future value opportunities offered by SharePoint 2013,
and capture any motivators the customer may currently have around proceeding with an upgrade to SharePoint 2013.

Envisioning Workshops Technical sessions covering a range of topics. These sessions introduce customers to the
features and functionality of SharePoint Server and attempt to show how those features could be deployed to help
meet the customers requirements. Topics to be covered typically include Search, ECM, Operational Readiness, Data
Planning, and/or Infrastructure Planning, The exact sessions should be worked out in advance between the customer
and the delivery consultant.

Creation of a Solution Concept Based on the solution ideas that were derived from the various Envisioning
Workshops, this session presents the solution concept. The solution concept is the initial step towards a solution
design and is the starting point for future detailed design discussions. This solution concept IS NOT A FULL DESIGN
and may not meet all Customer Name requirements.

Technical Drill Down a detailed walk through of particular features in an out-of-the-box, pre-implemented
SharePoint installation to show the customer particular features and capabilities of SharePoint 2013 in action. This
SharePoint installation IS NOT A FULL INSTALLATION and will not meet all Customer Name requirements.

Summary and Roadmap Development Based on the problem statement, this session presents the overall findings,
including: business drivers, key deployment challenges, a proposed deployment strategy, high-level
recommendations for further investigation, and next steps.

The final deliverable is a customized document that consists of the problem statement, any identified requirements, identified
risks, a high level solution concept, and next steps.

Plan the Solution SharePoint 2013 3 day (upgrade) engagement:

The engagement includes the following:

SharePoint 2013 Overview Session This session introduces the new features of SharePoint 2013 and the Office
2013 client suite, and provides an overview of approaches for deployment. The discussion focuses on the business
benefits of the new features and planning considerations for automating your deployment capabilities.

Problem Statement Development This session acts as a high-level Envisioning Workshop, translating the business
problem and solution statements into a high-level solution and summarizes how the solution could integrate with the
customers environment. For the upgrade scenario, identify future value opportunities offered by SharePoint 2013,
and capture any motivators the customer may currently have around proceeding with an upgrade to SharePoint 2013.

SharePoint Upgrade Overview Session includes various upgrade options and strategies.

Envisioning/Data-Gathering Workshops Technical sessions covering a range of upgrade & migration topics.
These sessions gather information on the customers use of features and functionality in SharePoint 2010. Topics to
be covered typically include Central Admin and SSP walk-throughs, Operational Readiness, Data Sources, Data
Planning, Data Aggregation, and/or Infrastructure Analysis and Planning, The exact sessions should be worked out in
advance between the customer and the delivery consultant.

Creation of a Solution Concept Based on the solution ideas that were derived from the various Envisioning
Workshops, this session presents the high level upgrade approach recommendation consisting of a list of activities

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Work Order
that need to be pursued to better prepare for the ultimate upgrade.future detailed design discussions. This upgrade
approach recommendation IS NOT A FULL UPGRADE/MIGRATION PLAN and may not meet all Customer Name
requirements.

Summary and Roadmap Development Based on the problem statement, this session presents the overall findings,
including: business drivers, key deployment challenges, a proposed deployment strategy, high-level
recommendations for further investigation, and next steps.

The final deliverable is a customized document that consists of the problem statement, any identified requirements, identified
risks, the high level upgrade approach recommendation, and the next steps.

Plan the Solution SharePoint 2013 5 day engagement:

Partner - If you choose to extend the engagement with optional days to conduct one of the programs
Proof of Concepts, modify the description immediately above and below to reflect the number of total
days.
Adding optional days is considered an extensive engagement aimed at larger SharePoint organizations. It provides more time
for deeper dives into SharePoint 2013 architecture, planning and deployment.
The engagement includes the following:

SharePoint 2013 Overview Session This session introduces the new features of SharePoint 2013 and the Office
2013 client suite, and provides an overview of approaches for deployment. The discussion focuses on the business
benefits of the new features and planning considerations for automating your deployment capabilities.

Problem Statement Development This session acts as a high-level Envisioning Workshop, translating the business
problem and solution statements into a high-level solution and summarizes how the solution could integrate with the
customers environment. For the upgrade scenario, identify future value opportunities offered by SharePoint 2013,
and capture any motivators the customer may currently have around proceeding with an upgrade to SharePoint 2013.

Envisioning Workshops Technical sessions covering a range of topics. These sessions introduce customers to the
features and functionality of SharePoint Server and attempt to show how those features could be deployed to help
meet the customers requirements. Topics to be covered typically include Search, ECM, Operational Readiness, Data
Planning, and/or Infrastructure Planning, The exact sessions should be worked out in advance between the customer
and the delivery consultant.

Creation of an Expanded Solution Concept This is a more detailed description of the high level solution ideas that
were derived from the various Envisioning Workshops. It should describe how product features could work together
to solve the problem statement and meet the identified requirements. The solution concept is the initial step towards
a solution design and is the starting point for future detailed design discussions. This solution concept IS NOT A FULL
DESIGN and may not meet all of Customer Name requirements. The extended engagement allows time for
expansion of the solution concept to include other items discussed as part of the technical presentations.

Conduct a POC (extended engagements only) The POC is a tightly controlled, limited scope session using a
temporary SharePoint tenant or deployment intended to show the customer particular features and capabilities of
SharePoint 2013 in action. This POC SharePoint implementation IS NOT A FULL INSTALLATION and will not meet all
Customer Name requirements.
o

Social Proof of Concept

Enterprise Content Management Proof of Concept

Search Proof of Concept

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Work Order

Summary and Roadmap Development Based on the problem statement, this session presents the overall findings,
including: business drivers, key deployment challenges, a proposed deployment strategy, high-level
recommendations for further investigation, and next steps.

Custom Content Defined Jointly between Customer and Partner

o

Custom objective 1

Custom objective 2

Partner - Fill in the custom objectives

The final deliverable is a customized document that consists of the problem and solution statements, any identified
requirements, identified risks, an expanded high level solution concept, and next steps.

Service Areas Out of Scope

Partner - Using a bulleted list, identify specific areas that are out of scope for this engagement. Modify the
content below as required.
Any area that is not explicitly listed as within scope is out of scope for this engagement. The areas that are out of scope for this
engagement include, but are not limited to, the following:

Microsoft Product Licenses

Modifying and stabilizing the current server environment

All network- or server-related issues that need troubleshooting

Installing any physical hardware

Review of operational processes

Industry regulatory compliance requirements

Approach
In this section, please include a description of the overall project approach, including Microsoft partner
responsibilities, Customer responsibilities, and key deliverables.

Key Partner Name Activities

Partner - Customize the Partner Activities as appropriate

Lead the SharePoint Overview Session

Lead the Envisioning Workshops

Work with the customer to develop the solution concept

Lead a detailed walk through of particular features in the customers lab environment

Work with the customer to implement the proof of concept system (extended offering only)

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Work Order

Work with the customer to implement the proof of concept system (extended offering only)

Work with the customer to develop the final deliverable

Key Customer Activities

Partner - Please list activities that the Customer must accomplish during each phase, in addition to any
prerequisites that must be accomplished prior to the beginning of the phase.

Fill out and return the Pre-Engagement Questionnaire

Work with the partner / delivery consultant on defining the program agenda

Provide information on key business, operational, and technical requirements

Provide input into the phases of the project covered by this Work Order and validating the results produced

Schedule sessions to include appropriate personnel

Attending sessions as appropriate

Work with the delivery consultant to develop the solution concept (if applicable)

Work with the delivery consultant to develop the final deliverable

Key Service Deliverables

Following is a list of key project mandatory service deliverables that will be delivered to the customer within this Work Order:

Engagement Findings and Recommendations document - The content of this customer deliverable is the result of the
Pre-Engagement Questionnaire and all activities during the engagement.

Delivery Evaluation Form

Partner - Please note that depending upon the length of the engagement the sections required for the
Engagement Findings and Recommendations document will vary. See the Customer Deliverable
Engagement Findings and Recommendations section in the Microsoft SharePoint 2013 Deployment
Planning Service Delivery Guide document for more information on the required sections by offering
length.

Project Roles and Responsibilities

Partner - Revise as necessary

Roles and Descriptions

Role

Role Description

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Work Order

Responsible for stakeholder management, single point of contact to the

customer for escalations, billing issues, contract extensions, project status, and
overall engagement, financials, and risk management.

Delivery

Responsible for delivering the engagement

Consultant

The Delivery Consultant provides technical oversight and leadership for all
aspects of the project

Customer

Assist delivery organization during discussions and meetings

Technical

Provide input during discussions and meetings

Have the ultimate responsibility for the project

Customer

Ensure technical resources are available when needed

Project

Make key project decisions

Assign key customer technical lead

Responsible for review of delivery organization deliverables

Sign off on scope for project

Ensure facilities are available as needed

Resolve critical-path issues in a timely manner

Sign off on delivery organization documents and change control requests

Accept and sign off in a timely manner on documents that pertain to the
delivery organization Work Order, and which are critical to the success of the
engagement

Sign off on Project deliverable-specific documents

Project
Manager

Leads

Sponsor

Customer
Project
Manager

General Customer Responsibilities and Project Assumptions

Partner - Please customize and add or delete sections as appropriate for your engagement.
The following are the responsibility of Customer Name

Project management and assigning project manager or managers (owners) as needed, to specific technical
initiatives.

Overall technical direction for customer IT infrastructure, and how it affects the Solution.

Ensuring availability of any required hardware and software.

Provision of workspace, including desk, phone with internal and external access, network connection, print services,
computer space, and an additional line (analog) for remote access to communicate with internal corporate network or
virtual private network (VPN) access through customers corporate Internet connection.

Provision of access to customers facilities and systems while maintaining appropriate levels of security.

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Work Order

Provision of timely access to people, documentation, and systems as required for successfully implementing and
completing this engagement.

Provision of clear goals and objectives mapped to customers business and IT strategies. Joint goals and objectives
need to be created and reviewed on a project-by-project basis.

Provision of access to customers management and planners. To be successful, Partner Name team will need regular
access to IT leadership to be able to provide input on customers strategic business and IT directions as they relate to
the use of Microsoft products and technologies.

In addition to any customer activities identified elsewhere in this Work Order, Customer Name will perform or provide the following:

Partner - Please describe specific Customer responsibilities.

In performing our services under this work order and any applicable work order, we will rely upon any instructions, authorizations,
approvals, or other information provided to us by your Project Manager or personnel duly designated by your Project Manager.

Project Assumptions
The services, fees, and delivery schedule for this project are based upon the following assumptions:

The availability of your representatives to perform their roles on the project team.

The availability of all the information required for properly creating the project deliverables.

Product licenses. Product licenses (Microsoft or non-Microsoft) will not be provided under this work order. Customer
is responsible for acquiring all necessary product licenses required as a result of this work order.

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