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​​​​Grow​​​ your business with ​​​​​​​​​Planning Services​​
Microsoft compensates Planning Services partners to lead implementation planning engagements for their enterprise customers. In the process, partners gain the opportunity to set their business apart, become a trusted advisor, and offer follow-on services.​
Are you ​a customer with Software Assurance benefits?
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​​​​​​​Process overview
Below is an overview of the Planning Services process from beginning to end.

If your partner organization is already enrolled to deliver Planning Services engagements,​ ​begin at step 4 under "Current partners."
 
New partners
Current partners
1
Verify eligibility
2
Enroll
3
Update profile in partner directory
4
Customer creates and assigns voucher
5
Validate and reserve voucher in Partner Center
 
6
Complete engagement and submit completion report
7
Redeem voucher in Partner Center​
8
Get paid through SAVB
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​​​​​Browse available Planning Services offerings
As a Planning Services partner, you will provide on-site expertise to help your customers plan their next Microsoft technologies deployment. Using the resources provided for each engagement, you will evaluate how best to deploy an array of Microsoft solutions on-premises, in the cloud, or in a hybrid environment. Browse the available Planning Services offerings and related engagements below​.
LEARN MORE
The partner-customer connection
How do Planning Services partners connect with eligible customers? There are several ways to go about proactively identifying customer opportunities and verifying customer entitlement to the Software Assurance Planning Services benefit to help create your qualified customer list.
LEARN HOW TO CONNECT WITH CUSTOMERS​
 
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DDPS is our entry point into the customer so we can start the conversation about deploying the Desktop, SharePoint, and Exchange. We think adding additional products to this offering is going to help us ensure our customer deploys all of their products on the EA and they will purchase more products on their Enterprise Agreement.
Liz Eversoll
VP - Microsoft Sales Practice, CDW
 
The workshop provided a hands-on environment where we could test the impact of using the tool Dimension Data recommended. This was a big differentiator in influencing our decision and resulted in a follow on project.
Roel van den Berghe
​PSA HNN
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Questions about becoming a Planning Services partner?
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