Filling and Submitting the Planning Services Completion Report

1. Filling and Submitting the Planning Services Completion Report ddpspoc@microsoft.com

2. Session Abstract The DDPS Jumpstart PoC Service Desk is excited to present this webinar around the new Planning Services Completion Report for Jumpstart PoC engagements. This live webinar will cover the new changes and requirements that have been made both in order to redeem the vouchers and get paid after the engagement has taken place. It will also address how to upload the deliverables and Planning Services Completion Report into the VVR tool.

3. Agenda Opening the Planning Services Completion Report (available on all Program websites)and workarounds for Problems Opening the Planning Services Completion Report Filling out the Planning Services Completion Report Required vs. Optional Deliverables Submitting the Planning Services Completion Report Uploading Planning Services Completion Report to VVR Tool

4. When completing the Planning Services Completion Report you shouldn’t download it first. Every time you need to submit a new one, you need to access https://msftxdps.com/SitePages/template.aspxand then Open the file (don’t save it). Fill out the form and after you attach your customer deliverable, click submit. Then, save the document as an xml file to your computer so that you can upload it to VVR when redeeming the voucher. • If you are already doing this, as a workaround to this problem, can you try this: • Start Planning Services Completion Report • Type File/Open, and paste in this URL: Planning Services Completion Report Workaround • Click OK • Login into Live ID when prompted. • If prompted enter your Live ID credentials again • The form should open Workarounds - Problems Opening the Planning Services Completion Report -

5. The Planning Services Completion Reportis required to be completed and uploaded for all Planning Service vouchers redeemed in VVR regardless of the Program Type (BVPS, DDPS, EDPS, or SDPS) or Service Level (1, 3, 5, 10 days). This deliverable allows Microsoft to monitor the quality of engagements and gather valuable insights for future program enhancements. • Open the Planning Services Completion Report (available on all Program websites) • Type of Engagement • Was engagement a POC • Was engagement funded • Organization name • Partner Type • Consultant name • Consultant MCP ID Step 1: Open the Planning Services Completion Report

6. Customer Organization name Primary contact e-mail Primary contact phone # Primary department How was engagement initiated Start date End Date Will customer move forward with recommendations When will customer move forward Did customer hire you for improvements Customer satisfaction level Part 2 - Filling Out the Planning Services Completion Report

7. Engagement duration Total number of desktops What is the current OS version What is current Office version 5. What is current browser version Part 3 - Filling Out the Planning Services Completion Report

8. Location of PoC delivery What computing environment was deployed What office suite was deployed What modules of MDOP were used Part 4 – Filling Out the Planning Services Completion Report

9. Identify apps that would prevent deployment Any docs. or add-ins that would prevent deployment Proposed next step Plans to deploy within next year Windows 7 timeline Office 2010 timeline MDOP timeline IE8 timeline Part 5 – Filling Out the Planning Services Completion Report

10. Customer satisfaction rank Would customer do case study Was supporting content sufficient for engagement Was hydration kit sufficient for POC Suggested improvements Attach deliverables Part 6 – Filling Out the Planning Services Completion Report

11. Required vs. Optional Deliverables

12. Partners must submit required deliverables for the engagement using the Planning Services Completion Report. *Required deliverables are defined as the output or result of the deployment engagement with the customer (detailed in the Terms and Conditions for your service type). Partners will be required to use a Live ID to open the form. Important Note: After successful submission, the Planning Services Completion Report will need to be saved locally to be uploaded in the next step. Step 2: Submit Planning Services Completion Report

13. Partners must upload the saved Planning Services Completion Report into the VVR Tool.  The required customer deliverable(s) for the engagement must be attached within the Planning Services Completion Report (see Part 6) *Microsoft will review these deliverables for proof of a unique engagement per customer and for adherence to the Terms and Conditions. Failure to provide unique deliverables will impact the partner's future participation in the program. The partner redeems the voucher at the end of the engagement by submitting the required deliverables through the VVR Tool, notifying Microsoft that the services associated with that voucher have been delivered to the customer. Step 3: Upload Planning Services Completion Report to VVR Tool

14. List of Resources : • Jumpstart POC - http://iwsolve.partners.extranet.microsoft.com/ddps/readiness_training.asp • Link for creating, assigning, and redeeming DDPS vouchers - http://iwsolve.partners.extranet.microsoft.com/ddps/conducting_engagements.asp • Microsoft Connect - http://connect.microsoft.com/pocjumpstart • Contact DDPSPOC@microsoft.com for further questions in regard of DDPS funded POC List of Resources