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Table of Contents
Introduction......................................................................................................................................................................................... 2
About Software Assurance Planning Services................................................................................................................. 2
Plan the Office 365 FastTrack Deployment Planning Engagement ............................................................................... 2
Engagement Descriptions ...................................................................................................................................................... 2
Suggested Engagement Outcomes .................................................................................................................................... 4
Required Engagement Outcomes ....................................................................................................................................... 4
Engagement Delivery Outline ............................................................................................................................................... 5
Partner/Consultant Requirements .............................................................................................................................................. 6
Business Objectives................................................................................................................................................................... 6
Partner Requirements .............................................................................................................................................................. 6
About the Engagement .................................................................................................................................................................. 7
Recommended Pre-Engagement Activities ..................................................................................................................... 7
Conducting the Engagement ....................................................................................................................................................... 8
Completion and Results .............................................................................................................................................................. 12
Required Deliverables ........................................................................................................................................................... 12
Office 365 FastTrack Planning Deliverable Generation ............................................................................................ 12
Next Steps ................................................................................................................................................................................. 12
Program Feedback............................................................................................................... Error! Bookmark not defined.
Resources .......................................................................................................................................................................................... 13
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Office 365 FastTrack Deployment Planning Services Consultant Guide
Introduction
This delivery guide helps partners and consultants understand and deliver the Office 365 FastTrack planning
engagements, through the Software Assurance Planning Services program. This covers a wide range of aspects
including the engagement process, preparing for delivery, delivery execution guidance, and
recommended/required completion activities.
Software Assurance Planning Services provide customers planning assistance from qualified partners or
Microsoft Consulting Services. These structured engagements help guide the customer’s IT staff through
implementation planning and help ensure efficient deployments through collaborative planning built on best
practices.
A customer receives an amount of Planning Services days based on the type and number of licenses with
Software Assurance the customer has purchased.
The planning engagements, getting started content, and scenarios presented by the delivery partner are a first
step to a great Microsoft service experience. The process is designed to help you answer the customer’s service
deployment and features questions, while addressing and managing both integration and migration
expectations.
Engagement Descriptions
These engagements provide a flexible yet structured methodology to lead the customer’s service experience.
The engagements listed below will enable a partner to:
Help your customer envision and provide a deployment plan with a consistent experience
Demonstrate Office 365 domain expertise and differentiate your skillset
Gain a detailed understanding of the customers’ environment and business priorities
Highlight next steps and define success criteria for the customer
Accelerate value and time to market with the service for the customer
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Office 365 FastTrack Deployment Planning Services Consultant Guide
Engagements can be 1, 3, 5, 10 and 15 days in length and customized to the customer’s current environment,
requirements and desired engagement length.
Partners are expected to adjust both the breadth and depth of the topics covered based on direct customer
knowledge and consultant insight. If the customer engagement requires more effort in a specific area, the
focus on the topic should be amended by the delivery team accordingly.
A three-day engagement can help customers envision their Office 365 solution. It will build upon what is
provided in a 1-day engagement with additional time spent on technical deep-dives, getting started scenarios
and deployment planning. The outcome is a deeper understanding of the specific Office 365 workloads and a
recommended approach to deployment with clearly defined next steps.
A five-day engagement builds upon the 1 and 3-day engagements with additional time available for
architecture design, environment assessments and detailed planning. The outcome is a recommended
approach to deployment with clearly defined next steps.
The ten and fifteen-day engagement includes the outcomes of the previous engagements and helps customers
go even further to envision, plan and get started with Office 365. The benefit to the customer is a deeper
understanding of how Office 365 maps to their business priorities, access to technical expertise, and
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Office 365 FastTrack Deployment Planning Services Consultant Guide
recommended guidance. The result is easier transition, amplified user engagement, reduced project risk and
faster time to value.
At the end of each engagement, customers will be provided a detailed Office 365 success plan and readiness
checklist.
When you deliver an engagement, regardless of the length, the following activities are recommended.
However, you may design the engagement to fit your customer’s needs, so long as the outcomes outlined in
the Required Outcomes section are completed and submitted. Suggested engagement track:
If the customer isn’t in FastTrack already, invite them through your partner dashboard.
Help them set up an Office 365 trial tenant.
Spend time understanding customer business objectives.
Clearly define criteria for success of Office 365 project.
Technical validation of service integration in customers’ landscape.
Deliver Success Plan and review findings.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
These activities are detailed in the Deliver an Engagement section of this document.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
Partner/Consultant Requirements
Partners and consultants delivering these engagements are expected to be familiar with all the materials in this
document, FastTrack Getting Started Scenarios and Content, entire service description, and public roadmap.
This will allow the facilitator of the engagement to make recommendations, build trust in the partner, and
demonstrate the services’ ability to meet the customers’ business objectives. The requirements found below are
provided to outline expectations during an engagement. Partners should ensure they have access to
http://fasttrack.microsoft.com before the engagement begins.
Business Objectives
During an engagement, a portion of the first day should be determining the customer’s strategic and tactical
business objectives. Obtaining the customer’s success criteria is the recommended way to ensure that the
customer and partner have a mutual and verifiable way to evaluate the planning engagement’s success.
Successful engagements start with the right audience. It is important to ensure that you have key stakeholders
and/or evangelists. Some of the roles most often involved in successful planning are:
IT Decision Makers
Business Decision Makers
Line of Business leads that can articulate the business challenge that they envisage Office 365 can help solve
Early Adopters
It is recommended that the partner work with the customer several weeks before the engagement to request
the appropriate level of stakeholders be available for the engagement. If high-level decision makers are not
available for the entire engagement, request that they can attend the kickoff session so that at least their
success criteria and business objectives can be discussed.
Partner Requirements
In order to deliver the Office 365 FastTrack Deployment Planning engagement, partners must have a Silver or
Gold Cloud Productivity competency and fulfill the requirements of the Office 365 FastTrack program. For more
information on the Cloud Productivity competency please visit the competencies pages of the Microsoft
Partner Network portal.
Expertise
The delivery consultant must be fully prepared for the engagement and is expected to be a subject matter
expert in the Office 365 services, public roadmap, cloud adoption and change management. The consultant
must properly prepare for the engagement by gaining a complete understanding of the Office 365 service
description, and it is recommended they review the FastTrack Getting Started content and scenarios. This guide
provides the starting point for consultant readiness and offers best practices in delivery of the Envisioning
Workshop and Office 365 Planning & Assessment Engagement.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
The Office 365 FastTrack onboarding approach provides the single recommended path to rapidly allow the
customer to use Office 365 in their own environment. This is designed to expedite access to the service and
provides tangible use cases for the customer to explore. These engagements should be considered a starting
point for a customer’s service adoption path. The service and the work completed as part of the engagement
can be used to directly move from planning to execution of the envisioned Office 365 solution. The partners
delivering a FastTrack planning engagement are key to successful onboarding and adoption of the service.
Pre-engagement tasks
Typically, planning engagements are delivered onsite with a customer during consecutive days in the same
business week. The following checklist can be used to ensure that the engagement gets started on the right
foot and proper expectations are set.
Conduct a pre-call with the customer to set expectations, communicate the high-level agenda and confirm attendees and
logistics.
Send a pre-engagement e-mail ahead of the engagement specifying the stakeholders who should be in attendance.
Request that the customer book conference rooms and space for the partner team to work and ensure AV equipment and
internet access is available.
Ensure the consultant has a customized kickoff deck and engagement agenda and that both have been shared with the
customer before the engagement.
Make sure all scripts, content, process and resources are organized and familiar to the consultant before going onsite with the
customer.
Understand the customer’s purchase status and find out whether they have an Office 365 tenant setup prior to the
engagement. The below information will outline how to find out whether a customer already has an Office 365 tenant or
requires a new tenant setup.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
It is very important for new customers that the tenant name chosen at the time of provisioning is the tenant
name that they will want to move forward with in production. FastTrack’s primary principle and goal is to move
from Getting Started to Onboarding (Production) with no throwaway efforts and work.
For customers new to FastTrack, you will login to the FastTrack Portal and search for the customer name from
the navigation bar in the middle of the screen. If your customer is not already in FastTrack you will be
prompted to “Invite Customer”. Then you will enter in the customer’s information and send the invitation. Once
the initial customer information has been saved and the invitation sent they will be available in the FastTrack
portal and you can begin working on the Success Plan and engagement planning steps.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
The Success Plan is the primary customer deliverable and completion should be a focus of the engagement.
Use the delivery materials and resources listed in this document and on the Partner Planning Services portal to support the
engagement and build the agenda.
Be aware that the customer will fill out an evaluation form; you must manage expectations and deliver as
promised to have a satisfied client while meeting the required engagement outcomes.
Success Plan
The Success Plan should outline the customer’s current state and planned future state environment and include
a remediation checklist that outlines technical blockers and their order of priority (from service blocking to nice
to have). The Success Plan will also hold detailed information on the tools used during the engagement,
stakeholders, users, and detailed information on any blocking technical issues.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
1. PLAN PHASE
Develop an end user and administrator training schedule and delivery mechanism
2. PREPARE PHASE
3. MIGRATION PHASE
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Office 365 FastTrack Deployment Planning Services Consultant Guide
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Office 365 FastTrack Deployment Planning Services Consultant Guide
Planning Services Completion Report. This is a mandatory requirement to secure payment for the engagement.
Someone with knowledge of the voucher numbers assigned and voucher submission process should help the
consultant complete this step. Refer to the Planning Services Partner Portal to review the process for payment
redemption.
In the Success Plan generation tool, you will cover more technical areas of the planning sessions and have a
much deeper understanding of the remediation that need to take place and the options the client will want to
include in the services.
When inside the FastTrack Portal, the Success Plans tab will enable the partner to select the Success Plan. The
Success Plan is going to cover technical competencies of the partner, as well as go over the customer’s current
environment in detail. Once the partner fills out all of the questions for the Success Plan, the document can be
exported into a Word format. The document will include any obstacles with the current remediation or
requirements that have not met a current standard for the proposed solution.
Next Steps
Once you have completed the engagement and completed the Success Plan and Planning Services Completion
Report, the delivery is complete. However, this is the start of the partner opportunity to engage, expand and
evolve the Getting Started engagement into a full-service deployment.
Obtain an agreement on execution of the Success Plan. Go over next steps to empower the customer to fully
experience the Office 365 service offerings. Build a timeline you and the customer can agree to for each
workload. Make sure each workload is clearly mapped out and follows Office 365 best practices.
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Office 365 FastTrack Deployment Planning Services Consultant Guide
Resources
The following table provides some links to online resources that provide more information about the topics
covered in this document and related information.
Resource Description
Office 365 FastTrack Deployment Center The FastTrack deployment resource center. Use this to get the customer-
(http://fasttrack.microsoft.com) facing deployment content. The most updated content is available on this
site.
Office 365 FastTrack User Guide This guide contains step by step instructions to help Microsoft and
(http://aka.ms/fasttracksiteguide ) Microsoft partner users understand the new FastTrack site. This guide
covers site registration, navigation, using the Field dashboard, finding
customers, redeeming offers, and creating success plans and plan
snapshots.
Office Ignite Readiness Access to Office technical readiness content, events, and resources.
(http://ignite.office.com)
Office 365 Public Roadmap Access information about Office 365 features and their release timeline.
TechNet center for Office 365 Get the info IT pros need to deploy, integrate, and manage Office 365
services for enterprises or large organizations.
TechNet center for the new Office Get the IT pro resources you need to try the new Office (Office 2016 and
Office 365 ProPlus) including details about activation, compatibility and
deployment.
Office IT Pro Blog Provides frequent topics on Office deployment and compatibility issues.
Includes articles about Office Telemetry.
Office 365 Trust Center As an Office 365 customer, you have entrusted Microsoft to help protect
your data. Microsoft values the partnerships we have with our customers
and place great emphasis on protecting the privacy and security of
customer data.
Office 365 Service Descriptions The service descriptions provide detailed descriptions of the services and
features that are available with Office 365.
Office 365 Roadmap Here you will find information about the latest features and improvements
to Office 365. Note these updates are shown for the current operating
service.
Microsoft Planning Services Planning service site for partners. Learn about engagement options.
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