deployment strategies (locations, high availability, etc.) 12:00 p.m. Lunch 1:00 p.m. Messaging Policy and Compliance Part 1 Introduction to Exchange messaging policy and compliance features. Discussion of the customer’s requirements for these topics Security Administrator, Exchange Team, Legal Department, Compliance Department 2:15 p.m. Messaging Policy and Compliance Part 2 Introduction to Exchange messaging policy and compliance features. Discussion of the customer’s requirements for these topics Security Administrator, Exchange Team, Legal Department, Compliance Department 3:30 p.m. Break 3:45 p.m. Deployment, Coexistence, Migration Introduction to Exchange deployment, coexistence, and migration strategies Discussion of the customer’s requirements around deployment, coexistence, and migration Exchange Team 5:00 p.m. Wrap up Wrap up All Day 3 Time Topic Description Suggested Attendees 8:00 a.m. Create High-Level Solution Concept Create and document the Solution Concept Delivery consultant 10:45 a.m. Break 11:00 a.m. Q&A Session Free form Q&A session All who have questions 12:00 p.m. Lunch 1:00 p.m. Document requirements, risks, etc. Document requirements, risks, etc. Delivery consultant 3:30 p.m. Engagement Findings and Recommendations Presentation Engagement Findings and Recommendations Presentation All 4:30 p.m. Wrap up/Next Steps Wrap up/Next Steps All Sample Five-Day Agenda Day 1 Time Topic Description Suggested Attendees 8:00 a.m. Intro/Kick-off Review of the workshop agenda and goals All 8:15 a.m. Exchange Overview High-level overview of Exchange technology Business decision makers, technical decision makers, Exchange team
8:15 a.m. Exchange Overview High-level overview of Exchange technology Discussion of the customer’s present situation, project drivers, pain points and requirements Business decision makers, technical decision makers, Exchange team 9:30 a.m. Break 9:45 a.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Business decision makers, technical decision makers, Exchange team 12:00 p.m. Lunch 1:00 p.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements. Business decision makers, technical decision makers, Exchange team 3:15 p.m. Break 3:30 p.m. Develop problem statement Develop the problem statement. Business decision makers, technical decision makers, Exchange team 4:45 p.m. Wrap up Wrap up All Day 2 Time Topic Description Suggested Attendees 8:00 a.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 10:30 a.m. Break 10:45 a.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 12:00 p.m. Lunch 1:00 p.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 3:30 p.m. Break 3:45 p.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 5:00 p.m. Wrap up Wrap up All Day 3
Time Topic Description Suggested Attendees 8:00 a.m. Review existing infrastructure, pre-engagement questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 10:30 a.m. Break 10:45 a.m. Review existing infrastructure, pre-engagement questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 12:00 p.m. Lunch 1:00 p.m. Review existing infrastructure, pre-engagement questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 3:30 p.m. Break 3:45 p.m. Review existing infrastructure, pre-engagement questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 5:00 p.m. Wrap up Wrap up All Day 4 Time Topic Description Suggested Attendees 8:00 a.m. Exchange Architecture Review the changes to Exchange architecture specifically focusing on the changes to the Client Access and Mailbox server roles Discussion of the customer’s current and future architecture Exchange Team, Security Administrator, Networking Administrator, Storage Administrator 9:15 a.m. Exchange Architecture (continued) Review the changes to Exchange architecture specifically focusing on the changes to the Client Access and Mailbox server roles Discussion of the customer’s current and future architecture Exchange Team, Security Administrator, Networking Administrator, Storage Administrator 10:30 a.m. Break 10:45 a.m. Anti-spam/Anti-malware Protection Introduction to Exchange anti-spam and anti-malware features. Discussion of the customer’s requirements for anti-spam and anti-malware protection Security Administrator, Exchange Team 12:00 p.m. Lunch 1:00 p.m. High Availability and Site Resiliency Introduction to Exchange high availability architecture, site resilience, and managed availability. Exchange Team Networking Administrator
Discussion of the customer’s organizational requirements around high availability and potential HA/SR deployment strategies 2:15 p.m. Q&A Free-form Q&A session All who have questions 3:30 p.m. Break 3:45 p.m. Review existing infrastructure, questionnaire, requirements gathering Review the existing infrastructure to understand the environment and drive out more requirements Technical decision makers, Exchange team 5:00 p.m. Wrap up Wrap up All Day 5 Time Topic Description Suggested Attendees 8:00 a.m. Virtualization Introduction to Exchange support. Discussion of the customer’s virtualization requirements and Exchange virtualization system requirements (what is and isn’t supported) Exchange Team Storage Administrator IT Operations 9:15 a.m. Site Mailboxes and Public Folders Introduction to Exchange Public Folder and Site Mailbox architectures Discussion of when to use Public Folders and when to use Site Mailboxes Introduction to the upgrade process for Public Folders Discussion of requirements for Public Folder usage and potential deployment strategies (locations, high availability, etc.) Exchange Team Networking Administrator 10:30 a.m. Break 10:45 a.m. Storage and Backups Introduction to storage architecture and native protection features in Exchange Discussion of the customer’s requirements for storage and backups Exchange Team Storage Administrator 12:00 p.m. Lunch 1:00 p.m. Messaging Policy and Compliance Part 1 Introduction to Exchange messaging policy and compliance features. Discussion of the customer’s requirements for these topics Security Administrator, Exchange Team, Legal Department, Compliance Department