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Software Assurance Planning Services
Deliverables required for payment

After you submit the online completion report:

  1. Redeem voucher(s) in VVR
  2. Invoice against voucher(s) in SAVB


Review the Understand voucher process page for guidance.

Online Planning Services Completion Report Submission Form

After delivering a Planning Services engagement, partner consultants must fill out and submit the Planning Services Completion Report Submission Form, making sure to upload a copy of the final customer deliverable.

Submitted completion reports allow Microsoft to monitor the quality of engagements and gather valuable insights for future program enhancements.

A Planning Services Completion Report must be submitted for:

  1. Each unique engagement
  2. All Planning Services vouchers before being redeemed in VVR

Required customer deliverable

Each Planning Services engagement should end with the production of a customer deliverable, which is documentation of the engagement findings, recommendations, and deployment plan.
You have the option of submitting the below customer deliverables:
  1. Customer deliverable template (found in the table below)
  2. Customer deliverable documentation presented to the customer by your organization at the end of the engagement (must provide an overview of the customer's business goals and requirements, your organization's findings, and next step recommendations) 

Submitting the online completion report is easy:

  1. Open the online Planning Services Completion Report Submission Form
  2. Complete the form and upload the final customer deliverable
  3. Click "Submit


Upon successful submission, a confirmation will appear on the screen and an email will be automatically generated and delivered to you, guiding you through the next steps of redeeming the related voucher(s) in VVR then invoicing Microsoft for payment in SAVB. 

     

    ​​​Planning Services offering​Engagement​Days​ Customer deliverable templateCom​ple​tion Report​​
    AZDPS ​ ​ ​ Activating Microsoft Azure Sto​rage​​3, 5, 10, 15 Cloud + Enterprise Customer Deliverable Template Online Planning Services Completion Report Submission Form
    ​Migrate Applications to Microsoft Azure Infrastructure Services​3, 5, 10, 15 Online Planning Services Completion Report Submission Form
    Implementing Develop & Test Scenarios on Microsoft Azure Virtual Machines​​3, 5, 10, 15 Online Planning Services Completion Report Submission Form
    Enterprise Mobility + Security Identity and Access Management​3, 5, 10, 15

    EMS FastTrack Success Plan

     

    The EMS FastTrack Success Plan must be generated on the FastTrack site (login required)

    Online Planning Services Completion Report Submission Form
    ​Enterprise Mobility + Security Identity Driven Security​3, 5, 10, 15

    FastTrack Customer Success Plan

     

    The Customer Success Plan must be generated on the FastTrack site (login required)

    Online Planning Services Completion Report Submission Form
    Enterprise Mobility + Security Information Protection​​3, 5, 10, 15

    FastTrack Customer Success Plan

     

    The Customer Success Plan must be generated on the FastTrack site (login required)

    Online Planning Services Completion Report Submission Form
    Enterprise Mobility + Security Managed Mobile Productivity​​​3, 5, 10, 15​​FastTrack Customer Success Plan

     

    The Customer Success Plan must be generated on the FastTrack site (login required)

    ​​Online Planning Services Completion Report Submission Form
    Implementing Operations Management Suite​3, 5, 10, 15Cloud + Enterprise Customer Deliverable TemplateOnline Planning Services Completion Report Submission Form​
    DDPS ​ ​ ​ ​ ​
    ​Office 365 FastTrack Planning​1, 3, 5, 10, 15Office 365 FastTrack Success Plan

    The Office 365 FastTrack Success Plan must be generated on the FastTrack site (login required)
    Online Planning Services Completion Report Submission Form
    Windows and Office Deployment Planning​1, 3, 5, 10, 15Windows and Office Findings and RecommendationsOnline Planning Services Completion Report Submission Form
    Windows and Office Enterprise Proof of Concept​1, 3, 5, 10, 15Windows and Office POC Assessment Report Online Planning Services Completion Report Submission Form
    Mobile Productivity Deployment Planning​1, 3, 5, 10, 15Mobile Productivity Engagement Findings and RecommendationsOnline Planning Services Completion Report Submission Form​
    Windows Enterprise Mobility Proof of Concept​10Windows Mobility Assessment Report-Plan and RoadmapOnline Planning Services Completion Report Submission Form
    DTDPS Visual Studio Team Services Deployment Assessment​5, 10, 15 TFS/VSTS Deployment Plan Online Planning Services Completion Report Submission Form
    Visual Studio Agile Deployment Assessment​​3, 10, 15 Visual Studio Agile Deployment Plan Online Planning Services Completion Report Submission Form
    Visual Studio Quality Tools Deployment Assessment​5, 10, 15 Visual Studio Quality Tools Deployment Plan Online Planning Services Completion Report Submission Form
    Visual Studio DevOps Deployment Assessment​3, 10, 15Visual Studio DevOps Deliverable Template Online Planning Services Completion Report Submission Form
    ​​ DYDPS​ ​ ​​Implementing Microsoft Dynamics 365 ​ ​ ​ ​​3, 5, 10, 15Implementing Microsoft Dynamics 365 Final Report Template Deck Online Planning Services Completion Report Submission Form
    Upgrading Microsoft Dynamics 365 ​ ​​3, 5, 10, 15 ​Upgrading Microsoft Dynamics 365 Final Report Template Deck Online Planning Services Completion Report Submission Form
    Migrating to Microsoft Dynamics 365 ​​5Business, Gap and Data Migration Requirements Assessment ReportOnline Planning Services Completion Report Submission Form
    ​10, 15Proof-of-Concept Findings and Next Steps ReportOnline Planning Services Completion Report Submission Form
    Implementing Microsoft Dynamics AX​ ​ ​ ​​3Assessment Findings Report Online Planning Services Completion Report Submission Form
    ​5LCS Fit-Gap Analysis Report Online Planning Services Completion Report Submission Form
    ​10Solution Architecture Design Review Summary Online Planning Services Completion Report Submission Form
    ​15Proof of Concept Findings Report Online Planning Services Completion Report Submission Form
    Upgrading Microsoft Dynamics AX​3, 5, 10, 15Final Report - Findings and Recommendations SummaryOnline Planning Services Completion Report Submission Form
    Microsoft Dynamics 365 for Operations Assessment​3, 5, 10Operaations Assessment Report TemplateOnline Planning Services Completion Report Submission Form
    PVDPS Upgrading to Windows Server​3, 5, 10, 15 Cloud + Enterprise Customer Deliverable Template Online Planning Services Completion Report Submission Form
    Migrating to Hyper-V from VMware​3, 5, 10, 15 Online Planning Services Completion Report Submission Form
    Accelerating Management and Virtualization Deployment​3, 5, 10, 15 Online Planning Services Completion Report Submission Form
    SDPS
    Office 365 FastTrack Planning​1, 3, 5, 10, 15Office 365 FastTrack Success Plan

    The Office 365 FastTrack Success Plan must be generated on the FastTrack site (login required)
    Online Planning Services Completion Report Submission Form
    Project & Portfolio Management (PPM) Solution Planning​5Project & Portfolio Management (PPM) Solution Planning: Findings and Recommendations Online Planning Services Completion Report Submission Form
    SharePoint Deployment Planning​1, 3, 5, 10, 15 SharePoint Engagement Findings and Recommendations ​ Online Planning Services Completion Report Submission Form
    S&EDPS
    Office 365 FastTrack Planning​1, 3, 5, 10, 15Office 365 FastTrack Success Plan

    The Office 365 FastTrack Success Plan must be generated on the FastTrack site (login required)
    Online Planning Services Completion Report Submission Form
    Skype for Business Deployment Planning​1, 3, 5, 10, 15Skype for Business Engagement Findings and Recommendations Online Planning Services Completion Report Submission Form
    Exchange Deployment Planning​1, 3, 5, 10, 15 Exchange Engagement Findings and Recommendations​ Online Planning Services Completion Report Submission Form
    SSDPS Deploy a Big Data and Data Warehousing Solution​3, 5, 10, 15 Cloud + Enterprise Customer Deliverable Template Online Planning Services Completion Report Submission Form
    ​Deploy Modern Business Intelligence​3, 5, 10, 15Cloud + Enterprise Customer Deliverable TemplateOnline Planning Services Completion Report Submission Form
    Deploy an Advanced Analytics Solution​​3, 5, 10, 15Cloud + Enterprise Customer Deliverable TemplateOnline Planning Services Completion Report Submission Form
    ​Application Platform Migration​​3, 5, 10, 15Cloud + Enterprise Customer Deliverable TemplateOnline Planning Services Completion Report Submission Form
    Data Platform Modernization​3, 5, 10, 15 Cloud + Enterprise Customer Deliverable Template Online Planning Services Completion Report Submission Form
    ​​​​


    Important reminders

    • All vouchers must be reserved before an engagement begins.
    • An engagement must be fully delivered and deliverables must be completed and submitted via the online Planning Services Completion Report Submission Form before redeeming a voucher.
    • All Planning Services vouchers expire 180 days after the date of assignment, regardless of a customer's EA expiration date.
    • You may not conduct multiple 15-day engagements (per engagement type) per customer, unless: 1) The engagements address different divisions or associated legal entities, or 2) the engagements address different products and therefore produce unique deliverables.
    • Prior to beginning an engagement, Planning Services partners must ensure they have a location ID listed in the Microsoft Partner Network matching the country in which the engagement will take place. Partners must process (reserve and redeem) vouchers under a location ID with a country listed in MPN that matches the country in which the delivery will take place. If you do not currently have a location ID in the country of delivery, you must create one. Please contact your Regional Service Center via Microsoft Partner Network support if you have questions regarding setting up a new location ID in MPN.
    • Anyone who holds a contact role for an approved location ID in MPN will be able to access VVR and reserve vouchers on behalf of that location.
    • Vouchers should never be used as currency nor should they be used to offset the cost of work that is not in scope of the Planning Services program. Furthermore, partner organizations may not charge additional fees to customers for planning performed during the Planning Services engagement; all costs related to the planning portion (including travel costs) should be covered by the Planning Services vouchers.

     

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