Microsoft Confidential

M365 for Business Workshops

February, 2022

Workshop Overview

Scope:

90-minute live demo workshop with real world scenario for BDM audience

Customers experience a small business scenario live in M365

Initial workshop focused on M365 Business Premium with Teams Essentials coming soon!

Requires minimum 5 customers; recommended 10 maximum

This is flexible - execute in-person or virtual as you prefer

Scripted facilitator experience in pre-built demo M365 tenant

Packaged experience provides partners:

Customer invitation and pre-event questionnaire

Provisioned demo tenant through CDX platform

Facilitator step-by-step script and supporting slideware in MCAP

Post-event customer survey and follow up guidance

Available in English, German, Brazil Portuguese, LATAM Spanish, with Japanese and French coming soon!

Customer eligibility

Commercial customer orgs (not Education, non-profit or public sector entities)

Microsoft Unmanaged SMB segment – seat sizes 1-300(Customers must not have a parent organization that is classed as larger than SMB.)

Customers must not already have Microsoft Business Basic, Standard or Premium subscriptions for their organization. (This event is not planned as a form of training for customers that already have subscriptions before the date of the workshop.)

(OK to have on-premises / full licensed versions of other MS software e.g. Office 2016, Windows etc.)

This is intended to drive new customer acquisition into the SMB segment.It is not aimed at upsell motions from existing Basic or Standard versions.

Validation on customer eligibility occurs at POE stage (permitting last minute changes to customer org and attendee plan).

An event is eligible to claim payment if 5 or more customer orgs are present in the delivery (minimum 1 attendee per customer org).

It is recommended slightly more than 5 customer orgs attend an event to ensure the minimum number of 5 eligible customers is achieved to secure payment.

It is expected 10 attendees maximum is optimum for any workshop.

Out of scope

Customer Pilots or labsDemos may be conducted within the readiness sessions, but customer pilots and/or labs must be conducted as separate engagements.

Transition plan to Microsoft 365This workshop will not provide assessment or planning activities and/or development of a roadmap to Microsoft 365. These will be part of a 1:1 follow-up activity as desired by each customer.

Partner Engagement

Partner Gets:

$1500 incentive at completion of each event with proof of execution

$500 additional incentive if customer purchases license or activates trial within 30 days

Partner Gives:

Ask to execute first workshop within 1 month of commitment to Microsoft and ramp to run regular event series

Provide Microsoft quarterly post event reporting of event attendees trial activations and M365 downloads

Provide Microsoft feedback to improve workshop

Funding details

Post event a partner submits an invoice for

$2,000

$1,500is payable when 5 or more eligible customers have been validated to be in attendance

$500is available if evidence can be provided within 30 days of a SKU purchase was made or a trial was activated after the event. This can include closing the sale of several SKUs.

If evidence of a single trial activation or SKU purchase(s) from any customer attendee is not provided within 30 days of the event date, where 5 or more customers were validated as attending – a new invoice will be required and a payment of $1500 only can be made.

Workshop OnboardingTools & Program Materials

• Provide MPNID

• Download program materials

• Test demo tenant on CDX platform

• Assigned workshop resource

• MCAP portal access

Workshop Delivery Plan

• Scheduling workshops/frequency of delivery

• Scheduling workshops in MCAP (MS Visibility)

• Partners can only schedule future events and cannot add

events after date of completion

Quarterly Post Event Reporting M365 SKU

• Keeping track of any activated trial sku or purchases as a

result of the workshop

• Accurate reporting will help us continue to invest and secure

funding for partner programs.

• Email Report to: mwsmbworkshops@microsoft.com

Tools & Program Materials

Workshop Delivery Plan

Quarterly Post Event Reporting

Funding & POE Requirements

Check in Cadence

Your next steps

Interested?

Complete the short form: https://aka.ms/SMBWorkshopsForm

Download the workshop material: https://aka.ms/M365forbusiness/download

Reach out with your questions: MWSMBWorkshops@microsoft.com

Q&A

Workshop Schedule

Microsoft 365 for business Workshop Timeline

1 week1 day2 weeks

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Pre-Engagement (30min)

Pre-Engagement Kick-Off Now

Pre-Engagement Questionnaire 10 min

Workshop (2 hours)

Introduction 5 min

M365 Business Interactive Overview 55 min

Use Case Prioritization / Next Steps 30 min

Next Steps (1-2 hours)

Workshop Summary 15 min

1:1 Follow-up discussion (optional) TBD

Microsoft 365 for business Workshop detailed Agenda

Topic Description Outcome TimeCustomer attendees

Introduction This session will begin with the introduction of attendees

Introduction and share the agenda for workshop

5 minutes

Required: BDM(s)

Optional: Sales, Account

Executive, Pre-sales Engineer

Microsoft 365 for

business interactive

overview

This session will showcase how Microsoft 365 for business can help transform their

business with interactive demos

The customer should understand Microsoft 365 business value

proposition and how it could work as

a solution for them

55 minutes

Business use case

prioritization & next

steps

An interactive discussion to identify top three SMB use cases highlighted by

attendees and provide recommendations

for next steps

Top three use cases documented, and next steps defined

30 minutes