Microsoft FastTrackMicrosoft 365 Success PlanUser Guide(covering Windows 10 and Office 365 ProPlus, with Enterprise Mobility + Security)  

ContentPurpose................................................................................................................................... 2Create A Success Plan............................................................................................................3Complete a Microsoft 365 Success Plan..................................................................................4

Success Plan Tab................................................................................................................4Timelines Tab..................................................................................................................... 7Contacts Tab....................................................................................................................... 8

Optional Sections....................................................................................................................9Service Readiness Section....................................................................................................10Offers.................................................................................................................................... 11Success Plan Summary.........................................................................................................12Dashboard............................................................................................................................ 13Next Steps............................................................................................................................ 13

Page | 1

PurposeThis Success Plan User Guide is intended to help Microsoft FastTrack Partner and/or Microsoft Account Teams to complete a success plan for Microsoft 365 and thereby help a prospective FastTrack customer successfully deploy Windows 10 and Office 365 ProPlus, with Enterprise Mobility + Security (EMS). The user guide sample shown uses a fictitious company called Blue Yonder Airlines. The success planning tool is a collaborative environment for the customer and their virtual team, as well as the Microsoft Account Team, and partner. It can be used to detail the onboarding and adoption plan all in one place, and can be used to engage customer IT teams, partners and vendors in deployment planning discussions and to create a proposal or statement of work. Planned activities and workloads for the project are scoped through a series of questions about the organization and environment. This Success Plan has 3 different sections. The Success Plan section is mandatory, and the Onboarding and Adoption sections are optional, and you don’t have to complete all of them at once.

To create a new plan, you simply must give it a name, enter a brief description, select the products (Microsoft 365) that you are interested in, and choose a start and end date.

Once you’ve successfully created a success plan you can share it with others, manage the completion of the rest of the plan, and check against the progress of the plan at any time.

The rest of the mandatory Success Plan section helps you identify scenarios, timelines, and key project personnel.

The Onboarding section contains a set of questions regarding the current infrastructure and environment along with technical questions regarding requirements for implementing the specified workloads.

Finally, the Adoption section helps to identify the business scenarios to be delivered and build out the user adoption plan. Complete this section to get recommended activities for preparing for deployment and expediting an engagement with a partner.

The following section must be completed to be eligible for FastTrack Microsoft 365 offers:Success Plan section:

Select Microsoft 365 as your scenario, and provide a short description for the plan Define the implementation timeline for the Microsoft 365 scenarios List business and technical contacts, and note that an offer requestor must be a member

of the Success Plan teamThe questions detailed in the Onboarding and Adoption sections are considered optional, although we strongly recommend that you answer as many of the questions as possible as they will lead to the creation of a more comprehensive success plan. These sections help to guide the deployment engagement by highlighting the products, technologies and processes that are currently used by the customer for software update management, security, compliance, application management, and application compatibility. Microsoft FastTrack Partners and Microsoft Account Teams should also feel free to add any information necessary to the success plan to reflect the proposed deployment engagement (for example the current infrastructure of the customer, and how/what was sold to the customer, so the FastTrack Center has context of the customer expectations).

Page | 2

Create A Success PlanThis initial section provides a high-level summary of the plan that will become the focus for the rest of the FastTrack engagement. Provide a name for the plan and a short (1,000-character) description of the plan to ensure it can readily be identified. This typically covers the business requirements i.e. what the solution must deliver to meet a business challenge or opportunity, technical requirements i.e. the technical parameters and feature characteristics of the solution, and operation requirements i.e. the regions impacted and the supportability and usability of the solution. This section also provides a drop-down list of products to choose from for the success plan (in this case Microsoft 365), and finally, all success plans should have a well-defined timeline.

Page | 3

Complete a Microsoft 365 Success PlanTo complete the success plan you have started, identify the scenarios, timelines, and key people for the project.

Success Plan TabReview the scenarios and implementation priorities that were defined in your discovery workshop, or select from the list of scenarios and priorities provided, and answer a few questions on the technologies you will use for deployment of Microsoft 365.

Page | 4

Page | 5

Page | 6

Timelines TabThen define the implementation timeline for each scenario that you selected. If you plan to deliver the scenario in waves add phases for the scenario. Use the edit table option to copy dates to scenarios with shared dates.

Page | 7

Contacts TabThis section defines the business and technical contacts that will be accountable for the success plan and deployment engagement. You can copy contacts from other success plans and workloads/scenarios if they share the same responsibilities.

Optional SectionsPage | 8

These additional areas will prepare you for use of cloud services, onboarding for select scenarios, communication planning, and adoption activities: Service Readiness, Onboarding, and Adoption. Use these sections to add additional value.

Service Readiness SectionPage | 9

Request assistance in the Services Readiness section for cloud services such as FastTrack for Office 365 or EMS, or other services such as a Windows 10 Deployment Partner.

OffersThis section provides a list of available FastTrack offers (example below is for Microsoft teams and partners).

Page | 10

Success Plan SummaryOnce you’ve successfully created a success plan you can share it with others, and check against the progress of the plan at any time.

Page | 11

Page | 12

DashboardNow that you’ve successfully completed a success plan you can manage the completion of the rest of the plan, and check against the progress of the plan at any time. Go to the Dashboard at any time to see a list of all your customers. Click on any customer to see the success plans, including sales and usage highlights.

Next Steps1. Sign in to FastTrack https://fasttrack.microsoft.com/ and create a Microsoft 365 Success

Plan to help your customers meet their business requirements. The Success Plan provides the guidance and resources you need to get started all in one place.

2. Use the FastTrack portal to review eligible offers available to you, then submit an offer request for funding. Partners can submit a request for assistance for FastTrack expertise if funding has been approved for a Microsoft 365 powered device Pilot.

Page | 13