Policies

Software Assurance Planning Services

Agenda
Engagement

Policies
Scope Policies
Voucher Policies
Resources

Engagement Policies

Delivery
Qualified

Onsite

Interactive

Competency-holding
Partners
Registered and
approved
Maintain competency
status
Certified delivery
consultants

Designed and
advertised
as onsite engagement
Up to 3 days of off-site
delivery for distributed
customer resources

Interactive consultative
sessions
Unique prescriptive
Customer deliverable

Engagement Length

Engagements can be 1, 3, 5, 10 or
15 days

Actual length varies by

engagement

Engagements may not exceed 15

days

Vouchers should be reserved in

VVR prior to the engagement start
date

See guidance outlined across each

program offering, and online FAQ

Planning Focused
Engagement must
directly correspond
to products and
engagements
featured in each
Planning Services
offering

Engagements may
include a limited
amount of time for
secondary products
or topics when
directly reinforcing
the creation or
presentation of a
program advertised
deliverable

Planning Services
days can be used
across multiple
offerings only in
cases where each
voucher represents a
complete, selfcontained planning
services engagement
and deliverable

Delivery Framework

Focus
Product

Outcome

Proof of
Concept /
Online
Pilot
Answers
Funding

AZDPS: Microsoft Azure

DDPS: Office; Office 365 ProPlus;
Windows
DTDPS: Visual Studio, Team
Foundation Server
S&EDPS: Skype for Business; Skype
for Business Online; Exchange;
Exchange Online
PVDPS: Windows Server; select
System Center Component
Combinations, Hyper-V
SDPS: SharePoint; SharePoint Online
SSDPS: SQL Server
Deployment Plan
Upgrade Plan
Migration Plan
Vision and Scope
Office 365 Planning Tool Output

Proper Use

Planning Services for targeted products

Directly proposes an increase of servers or seats
Promotes deployment of latest product versions
May include up to 4 hrs. of supplemental walk-on
topics (examples: environmental, utilization, and
adoption considerations)

Improper Use
Engagement not focusing on Planning Services
targeted products, or outcomes. For example:
System Center Configuration Manager
Deployment
Skype for Business Network Performance
Assessments
Building solutions using SharePoint after
deployment
Office 365 Hybrid Integration Planning
Product capability demo or PoC as primary focus
Existing Windows server features (AD/Direct Access,
etc.) with no WS2012 installation or upgrade plan

Services Pre-Sales
Engagement resulting in a plan to deploy,
upgrade or migrate to the latest version of a
Planning Services featured product
Single Planning Services deliverable
accompanied with or without a supporting PoC
Office 365 FastTrack
Delivered as a means of proving or reinforcing a
primary outcome (a next-steps proposal or plan to
deploy, upgrade or migrate).

How to deploy

Logistical Pre-Deployment Phase Planning

Software Assurance Planning Services

Vouchers

1-to-15-day vouchers based upon customer

eligibility, size and qualifying license count

Optional supplement delivered to

confirm, facilitate, or reinforce creation
of a plan or Vision & Scope summary as
the primary deliverable

Product Pre-sales
Strategic Utilization Planning
On-Premises Production Pilots
Staff Augmentation
Program Management Staff Augmentation
Production Deployments / Implementation Services
Remediation / Optimization Services
Standalone demo without a plan or proposal to
deploy, upgrade or migrate to the latest version of a
Planning Services advertised product
On-Premises Production Pilot
Why deploy
Pre-Sales or Strategic Utilization Planning
How to adopt
Extended duration projects exceeding 15-days
General, unfocused consulting services
Performing Out of Scope activities as defined in
Planning Services delivery guidance

Engagement Outcomes

Each engagement has two required deliverables

Planning Services deliverable presented to the Customer and Microsoft
Planning Services Completion Report or FastTrack Completion Confirmation presented to

Microsoft

Examples of Customer Planning Deliverable include:

Findings & Recommendations
Vision & Scope
Solution Brief
Custom Plan
FastTrack Planning Completion Confirmation

May include supplemental deliverables such as a lab or

custom slides
Must align with products and services represented under
each program (e.g. no Exchange deliveries under DDPS, no
Production Pilots, etc..)

Scope Policies

The primary
purpose of a
Planning Service
engagement is to
help customers
create a
deployment,
upgrade, or
migration plan for a
given product

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Engagement High Level Scope

All Planning Services

deliveries must meet the
following criteria:
A Planning Services deliverable must be furnished

to the customer
Planning Services days may only be applied
toward the creation of the Required Deliverables
and optional elective activities directly associated
with creation/presentation of deliverables
Deliverables MUST reflect number of days
charged to Microsoft (e.g. no 1-day deliverable for
15 days of planning effort)

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For more details please refer

Scope
Prescriptive,
engagements with
service levels of
1, 3, 5, 10, or 15
days

DDPS
O365
Office
Windows

Plan Deliverable
Limited to products listed on left
Limited outcome (Deploy/Upgrade/Migrate)
Est. 1-3 Days (5 for larger planning sessions)

SDPS
O365
SharePoint
Yammer

S&EDPS

O365
Exchange Online Protection
Exchange Dataloss
Prevention
Exchange Server
Lync Server 2013
Skype for Business Server

Invoice w/ Completion Report (est. 15 min)

Elective Activities
PoCs available at the 5, 10 and 15 day service levels
if work directly complements creation & presentation
of plan

Scope (cont)
PVDPS

Windows Server
System Center
Enterprise Mobility
Suite

DTDPS
Visual Studio
Team Foundation
Server

Plan Deliverable
Limited to products listed on the right
Limited outcome (Deploy/Upgrade/Migrate)
3-15 days, depending on engagement
Invoice w/ Completion Report (est. 15 min)

SSDPS
SQL Server
SQL Server PDW
Dynamics CRM

AZDPS
Microsoft Azure

Elective Activities
PoCs & Pilots are available when plan creation is
primary focus with LOB training support through
DTDPS & AZDPS

Other Out of Scope Activities

Configuration

General Training

Deployment

Production Modifications

Remediation

Optimization

Detailed Architectural Design

Development

Implementation
Compliance

Staff Augmentation
Disaster Recovery

Program Documentation

Image Creation

UAT Testing

Utilization

Stabilization

Support

Recovery

DDPS & Windows Accelerate

Core
engagements
funded by DDPS

FastTrack: Office 365

DDPS: Win 8.1 Planning
DDPS: Win 7 Planning
WA: Win 8.1 PoC
WA: Win Mobility PoC
WA: Win 7 PoC

Optional add-on
to core delivery

IE Migration PoC

Primary
Customer
Deliverable
based on the
DDPS
Engagement
Findings and
Recommendatio
ns or Windows
Accelerate vision
templates

Not supported:
IE Migration PoC delivered as a stand-alone engagement

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Voucher Policies

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Vouchers may only

be applied toward
the creation of a
plan that directly
influences an
increase of
deployed server or
seat counts for the
products featured
within each
Planning Services
offering
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Distributed Organizations
Vouchers from parent-level organizations can be
used at subsidiaries, divisions, or organizations
(and vice versa) provided each is legally
connected
Permission must first
Combining multiple,
be obtained for each
customer by the
customers internal
SA Benefit
Administrator
To request
permission send
mail to the
corresponding

not legallyconnected vouchers

is prohibited

Advertised Durations
Maximum Engagement durations should not exceed advertised maximums.
advertised
duration Example: Office 365 Planning is limited to 3 and 10-day service levels.

http://planningservices.partners.extranet.microsoft.com/en/Pages/requireddeliverables.aspx

Shorter than advertised service levels may be performed by combining two or more
Shorter
durations vouchers, however deliverables produced must reflect the outcomes of the original
engagement.

Multiple May be performed for each customer, but only in cases where a different customer division
or implementation is being planned for. Separate deliverables must be produced for
engagement
each voucher used in cases where combined totals exceed advertised maximums.
s

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Consultant Time
One consultant per

engagement
OK to use your own team

and resources
Subcontractors must comply

with all guidelines and

policies

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Voucher Expiration

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Vouchers must be reserved, delivered, and

redeemed in VVR prior to the stated
expiration date found on the voucher in VVR

Vouchers in the Assigned status have a

lifespan of 180 days from the voucher creation
date, regardless of the expiration date of the
customers enrollment

If the enrollment is still active when a voucher

expires, the days will return to the enrollments
available pool of days

If the enrollment has expired when the

voucher expires, the days are lost and cannot
be restored or applied towards a new enrollment

Resources

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Resources
Training/Guidance, Tools and
Sites

Description

SA Planning Services Partner Portal

PS programs portal including information on the value of the benefit,

how-to resources for selling and delivering by PS type, required
deliverables, process templates and resources.

Required Deliverables by PS Type

Access the Required Deliverable templates by PS type, and the link to

the Completion Report.

Volume Licensing Service Center (VLSC)

Customer-facing volume licensing portal where qualified customers

access their SA benefits; used by the SA Benefits Manager to create
and assign PS vouchers.

Voucher Validation & Redemption (VVR) T

ool

Partner-facing internal tool used by Planning Services partners to

reserve and redeem vouchers.

Software Assurance
Voucher Benefit Tool (SAVB)

Partner-facing internal tool used by Planning Services partners to

create a Payment Request for vouchers they have redeemed in VVR,
and get paid.

Frequently Asked Questions

List of the top Frequently Asked Questions about the Software

Assurance Planning Services

Contact Us

Contact the help aliases for each of the Planning Services.

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Thank you

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