SharePoint 2013 WO Template

Microsoft Software Assurance
SharePoint Deployment Planning Services
Work Order
Work Order
Table
of
Prepared for
Prepared by
Customer Name
Partner Name
Customer Name
Name
Customer Title
Title
{Date}
Microsoft SharePoint
Version
Deployment Planning
Services Partner
Contents
Objectives............................................................................................................................... 3
Scope...................................................................................................................................... 3
Service Areas within Scope................................................................................................. 3
Service Areas Out of Scope................................................................................................. 6
Approach................................................................................................................................. 7
Key Partner Name Activities................................................................................................ 7
Key Customer Activities...................................................................................................... 7
Key Service Deliverables..................................................................................................... 8
Project Roles and Responsibilities............................................................................................ 8
Roles and Descriptions........................................................................................................ 8
General Customer Responsibilities and Project Assumptions..............................................9
SharePoint Planning Services Work Order
<Insert Partner Logo Here>
Work Order
Project Assumptions.......................................................................................................... 10
<Insert Partner Logo Here>
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.
<Insert Partner Logo Here> 4
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.
Plan the Solution SharePoint 2013 3 day (non-upgrade) engagement:

The engagement includes the following:

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, preimplemented 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.
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:

Work Order

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 walkthroughs, 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 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.
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.

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
Work Order
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
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
Work Order
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)
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:
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
Project
Manager
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
Consultant
Responsible for delivering the engagement
The Delivery Consultant provides technical oversight and leadership

for all aspects of the project
Customer
Technical
Leads
Assist delivery organization during discussions and meetings
Provide input during discussions and meetings
Have the ultimate responsibility for the project
Ensure technical resources are available when needed
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
Customer
Project
Sponsor
Work Order
success of the engagement
Customer
Project
Manager
Sign off on Project deliverable-specific documents
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.
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.
Work Order
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.

SharePoint 2013 WO Template

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Microsoft Software Assurance

SharePoint Deployment Planning Services

SharePoint Planning Services Work Order

<Insert Partner Logo Here>

SharePoint Planning Services Work Order

<Insert Partner Logo Here>

Problem Statement Development This session acts as a high-level Envisioning Workshop,

SharePoint Planning Services Work Order

<Insert Partner Logo Here> 4

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

Problem Statement Development This session acts as a high-level Envisioning Workshop,

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

SharePoint Planning Services Work Order

<Insert Partner Logo Here> 5

Problem Statement Development This session acts as a high-level Envisioning Workshop,

Envisioning/Data-Gathering Workshops Technical sessions covering a range of upgrade &

Plan the Solution SharePoint 2013 5 day engagement:

Problem Statement Development This session acts as a high-level Envisioning Workshop,

SharePoint Planning Services Work Order

<Insert Partner Logo Here> 6

Social Proof of Concept

Enterprise Content Management Proof of Concept

Search Proof of Concept

Custom Content Defined Jointly between Customer and Partner

Partner - Fill in the custom objectives

Service Areas Out of Scope

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

SharePoint Planning Services Work Order

<Insert Partner Logo Here> 7

Key Partner Name Activities

Lead the SharePoint Overview Session

Lead the Envisioning Workshops

Work with the customer to develop the solution concept

Work with the customer to develop the final deliverable

Key Customer Activities

Fill out and return the Pre-Engagement Questionnaire

Provide information on key business, operational, and technical requirements

Schedule sessions to include appropriate personnel

Attending sessions as appropriate

Work with the delivery consultant to develop the final deliverable

Key Service Deliverables

SharePoint Planning Services Work Order

<Insert Partner Logo Here> 8

Delivery Evaluation Form

Project Roles and Responsibilities

Roles and Descriptions

Responsible for stakeholder management, single point of contact to

Responsible for delivering the engagement

The Delivery Consultant provides technical oversight and leadership

Assist delivery organization during discussions and meetings

Provide input during discussions and meetings

Have the ultimate responsibility for the project

Ensure technical resources are available when needed

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