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Software Assurance Planning Services
Conduct SDPS engagements

​​​​​​​​Select an e​ngagement

Select an Engagement to get additional information, view engagement materials, and the required deliverables for each engagement.

SharePoint Deployment Planning

​This flexible engagement allows you to focus on the scenarios that are most relevant to your customer based on their unique needs. It may include areas such as enterprise search, content management, enterprise social, portal design and much more.

Office 365 FastTrack P​​lanning engagements

​This engagement will help customers understand Office 365 capabilities, determine the customer readiness for migration to the Office 365 services and provide core service features within the customer’s environment.

Project & Portfolio Management (PPM) Solution Planning

​This 5-day engagement will guide customers through an envisioning and planning process resulting in a clear implementation path designed to achieve the customer's business objectives.


Submit the Planning Services Completion Report Submission Form after each Planning Services engagement, making sure to upload a copy of the customer deliverable when prompted.

Upon successful submission of the online form, you will be sent a confirmation email with a submission file receipt attachment and guidance to complete the next steps:

  1. Redeem Planning Services voucher(s) in VVR

  2. Invoice against Planning Services voucher(s) in SAVB

Review the Understand voucher process page for guidance.