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learn-pr/device-partner-university/prepare-windows/includes/1-introduction.md

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- Describe how deployment phases and rings are used to safely begin Windows 11 deployment
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> [!NOTE]
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> The ROI of adopting Windows 11 is projected at 394% over three years, according to a 2023 Forrester study [1]. Deployment is about 25% faster using the same tools and processes you use today, and Windows 11 offers 99.7% compatibility with Windows 10 apps [2].
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> The return on investment (ROI) of adopting Windows 11 is projected at 394% over three years, according to a 2023 Forrester study [1]. Deployment is about 25% faster using the same tools and processes you use today, and Windows 11 offers 99.7% compatibility with Windows 10 apps [2].
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## Disclaimers
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learn-pr/device-partner-university/prepare-windows/includes/10-summary.md

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| Objective | Tasks | Deliverables |
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|------|-------|--------------|
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| **Ops: Prepare operations for deployment** | Close gaps to achieve operations readiness: | |
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| | - Implement RACI roles | - [Optional] Stakeholder approval tracking system |
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| | - [Optional] Set up Proof of Concept (PoC) lab environment | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| | - Update the deployment plan, assigning devices to rings | - Updated deployment plan (including assignment of devices to rings) |
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| | - Sign off and update procedural documentation | - Procedural documentation of operational readiness |
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| | - Implement RACI roles. | - [Optional] Stakeholder approval tracking system |
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| | - [Optional] Set up Proof of Concept (PoC) lab environment. | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| | - Update the deployment plan, assigning devices to rings. | - Updated deployment plan (including assignment of devices to rings) |
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| | - Sign off and update procedural documentation. | - Procedural documentation of operational readiness |
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| **Apps: Prepare apps for deployment** | Close gaps to achieve app readiness: | |
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| | - Run app readiness reports | - List of app compatibility issues |
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| | - Modernize and update apps | - Refreshed app inventory with replaced or updated apps |
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| | - [Optional] Select and test critical and important apps in Proof of Concept (lab) environment | - [Optional] List of apps for PoC |
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| | - Select critical and important applications for regression and pilot testing in a production environment | - List of apps for regression and pilot testing |
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| | - Remediate failed apps | - A record of all remediated apps |
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| | - Sign off and update procedural documentation | - Report results<br>- Procedural documentation of testing, remediation, and results |
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| | - Run app readiness reports. | - List of app compatibility issues |
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| | - Modernize and update apps. | - Refreshed app inventory with replaced or updated apps |
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| | - [Optional] Select and test critical and important apps in Proof of Concept (lab) environment. | - [Optional] List of apps for PoC |
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| | - Select critical and important applications for regression and pilot testing in a production environment. | - List of apps for regression and pilot testing |
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| | - Remediate failed apps. | - A record of all remediated apps |
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| | - Sign off and update procedural documentation. | - Report results<br>- Procedural documentation of testing, remediation, and results |
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| **Infra: Prepare infrastructure for deployment** | Close gaps to achieve infrastructure readiness: | |
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| | - Update necessary infrastructure and tooling | - Updated list of infrastructure and tools |
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| | - Validate infrastructure and tooling | - Validation reports for infrastructure and tooling |
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| | - Compare pass or fail results against readiness criteria | |
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| | - Remediate infrastructure and tooling | - Remediation reports for infrastructure and tooling |
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| | - Sign off and update procedural documentation | - Procedural documentation of testing, remediation, and results |
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| | - Update necessary infrastructure and tooling. | - Updated list of infrastructure and tools |
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| | - Validate infrastructure and tooling. | - Validation reports for infrastructure and tooling |
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| | - Compare pass or fail results against readiness criteria. | |
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| | - Remediate infrastructure and tooling. | - Remediation reports for infrastructure and tooling |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| **Config: Prepare settings for deployment** | Close gaps to achieve configuration readiness: | |
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| | - Create and populate your deployment rings | - Deployment infrastructure readiness checklist complete and ready to deploy Windows 11 |
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| | - Create a security baseline | - Security baseline ready to be deployed |
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| | - Update policies and administrative templates | - Other device and/or user settings ready to be deployed |
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| | - Update network configuration | - Network settings completed |
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| | - [Optional] Test settings in Proof of Concept (lab) environment | - [Optional] Report of settings pass/fail |
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| | - Compare configured settings against readiness criteria | - Identify gaps |
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| | - Sign off and update procedural documentation | - Procedural documentation of testing, remediation, and results |
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| | - Create and populate your deployment rings. | - Deployment infrastructure readiness checklist complete and ready to deploy Windows 11 |
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| | - Create a security baseline. | - Security baseline ready to be deployed |
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| | - Update policies and administrative templates. | - Other device and/or user settings ready to be deployed |
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| | - Update network configuration. | - Network settings completed |
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| | - [Optional] Test settings in Proof of Concept (lab) environment. | - [Optional] Report of settings pass/fail |
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| | - Compare configured settings against readiness criteria. | - Identify gaps |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| **Devices: Prepare devices for deployment** | Close gaps to achieve device readiness: | |
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| | - Run device driver readiness report | - List of device driver incompatibilities |
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| | - Perform device readiness remediation | - All devices ready to upgrade to Windows 11 |
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| | - Remediate device identity | - All devices provided with a device identity |
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| | - [Optional] Select and configure test devices | - [Optional] List of testing failures |
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| | - Sign off and update procedural documentation | - Procedural documentation of testing, remediation, and results |
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| | - Run device driver readiness report. | - List of device driver incompatibilities |
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| | - Perform device readiness remediation. | - All devices ready to upgrade to Windows 11 |
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| | - Remediate device identity. | - All devices provided with a device identity |
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| | - [Optional] Select and configure test devices. | - [Optional] List of testing failures |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |
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| **Users: Prepare users for deployment** | Close gaps to achieve user readiness: | |
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| | - Select test users | - List of users and their devices for pilot phase |
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| | - Create a communications schedule to prepare different groups for changes | - Comms calendar |
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| | - Draft emails to promote usage and offer support | - Set of message drafts |
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| | - Update help desk manuals | - Updated help desk manual |
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| | - Sign off and update procedural documentation | - Procedural documentation of testing, remediation, and results |
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| | - Select test users. | - List of users and their devices for pilot phase |
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| | - Create a communications schedule to prepare different groups for changes. | - Comms calendar |
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| | - Draft emails to promote usage and offer support. | - Set of message drafts |
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| | - Update help desk manuals. | - Updated help desk manual |
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| | - Sign off and update procedural documentation. | - Procedural documentation of testing, remediation, and results |

learn-pr/device-partner-university/prepare-windows/includes/4-operations.md

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| Tasks | Deliverables |
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|-------------------------------------------------|------------------------------------------------------------------|
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| **Close gaps to achieve operations readiness:** | |
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| - Implement RACI roles | - [Optional] Stakeholder approval tracking system |
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| - [Optional] Set up Proof of Concept (PoC) lab environment | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| - Update the deployment plan, assigning devices to rings | - Updated deployment plan (including assignment of devices to rings) |
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| - Sign off and update procedural documentation | - Procedural documentation of operational readiness |
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| - Implement RACI roles. | - [Optional] Stakeholder approval tracking system |
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| - [Optional] Set up Proof of Concept (PoC) lab environment. | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| - Update the deployment plan, assigning devices to rings. | - Updated deployment plan (including assignment of devices to rings) |
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| - Sign off and update procedural documentation. | - Procedural documentation of operational readiness |
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## Implement RACI roles
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In the Plan module you decided whether you would perform an optional PoC, and which functionality you want to validate: Windows 11 features, apps, tools, or processes.
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The PoC may be as simple as downloading and installing Windows 11 on a number of test devices, enabling you to review the new features of Windows 11 and to validate some critical business apps. Or you may also use it to validate that your infrastructure and deployment processes are ready for Windows 11 by deploying the update using your deployment tools.
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The PoC might be as simple as downloading and installing Windows 11 on a number of test devices, enabling you to review the new features of Windows 11 and to validate some critical business apps. Or you might also use it to validate that your infrastructure and deployment processes are ready for Windows 11 by deploying the update using your deployment tools.
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If your PoC will validate deployment tools, processes, and configurations, then you must wait for those Prepare tasks to be completed before you can complete your PoC.
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8. Validate connectivity to organizational resources.
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9. Determine deployment readiness based on the results of the PoC.
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Also consider enrolling some PoC devices in the [Windows Insider Program for Business](https://insider.windows.com/for-business-getting-started) to get early sight of new Windows features before they are released, forming an on-going PoC.
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Also consider enrolling some PoC devices in the [Windows Insider Program for Business](https://insider.windows.com/for-business-getting-started) to get early sight of new Windows features before they're released, forming an ongoing PoC.
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> [!NOTE]
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> ***Recommended deliverable***
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If you performed a PoC, do the results have an impact on your deployment plan?
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Finally, you will populate your deployment rings using the groups of devices identified in the Devices section (below). Aligning with your deployment plan for Windows 11, assign devices to deployment rings.
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Finally, you'll populate your deployment rings using the groups of devices identified in the Devices section (below). Aligning with your deployment plan for Windows 11, assign devices to deployment rings.
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> [!NOTE]
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> ***Recommended deliverable***
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## Sign off and update procedural documentation
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Document your operational decisions and any remaining to-do items before deploying Windows 11. This procedural documentation will help the entire team track and report on deployment preparation, as well as have a detailed plan for a future deployment. Once the tasks for operational preparation are complete, make sure you get appropriate approvals on these deliverables.
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Document your operational decisions and any remaining to-do items before deploying Windows 11. This procedural documentation will help the entire team track and report on deployment preparation, and have a detailed plan for a future deployment. Once the tasks for operational preparation are complete, make sure you get appropriate approvals on these deliverables.
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| Tasks | Deliverables |
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|-------------------------------------------------|------------------------------------------------------------------|
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| **Close gaps to achieve operations readiness:** | |
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| - Implement RACI roles | - [Optional] Stakeholder approval tracking system |
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| - [Optional] Set up Proof of Concept (PoC) lab environment | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| - Update the deployment plan, assigning devices to rings | - Updated deployment plan (including assignment of devices to rings) |
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| - Sign off and update procedural documentation | - Procedural documentation of operational readiness |
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| - Implement RACI roles. | - [Optional] Stakeholder approval tracking system |
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| - [Optional] Set up Proof of Concept (PoC) lab environment. | - [Optional] Proof of Concept (PoC) completion and results documentation |
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| - Update the deployment plan, assigning devices to rings. | - Updated deployment plan (including assignment of devices to rings) |
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| - Sign off and update procedural documentation. | - Procedural documentation of operational readiness |

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