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learn-pr/device-partner-university/plan-windows/includes/2-plan.md

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### Suggested reports
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### Suggested reports
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| Area of use | Report name | Source | Phase |
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|------------|-------------|--------|-------|
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| Device readiness |[Windows feature update device readiness report](/mem/intune/protect/windows-update-compatibility-reports#use-the-windows-feature-update-device-readiness-report)| Microsoft Intune | Plan, Prepare |

learn-pr/device-partner-university/plan-windows/includes/3-operations.md

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| Tasks | Deliverables |
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|-------|--------------|
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| - Define operational readiness criteria<br>- Define deployment rings/phases<br>- [Optional] Define a Proof of Concept (PoC)<br>- Identify and assign roles to personnel<br>- Define servicing channel for devices<br>- Hardware refresh plan<br>- Define device update strategy<br>- Design a feedback loop<br>- Identify gaps | A table of operational readiness criteria<br>- Deployment plan (including required number of deployment phases or rings, dates, and device upgrade strategy)<br>- [Optional] List of devices and tests to be performed in a PoC<br>- Roles and responsibilities or RACI tables for tasks<br>- List of devices requiring a servicing channel other than the default<br>- Hardware refresh plan<br>- Documented feedback process<br>- List of operational gaps |
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| - Define operational readiness criteria.<br>- Define deployment rings/phases.<br>- [Optional] Define a Proof of Concept (PoC).<br>- Identify and assign roles to personnel.<br>- Define servicing channel for devices.<br>- Hardware refresh plan.<br>- Define device update strategy.<br>- Design a feedback loop.<br>- Identify gaps. | A table of operational readiness criteria<br>- Deployment plan (including required number of deployment phases or rings, dates, and device upgrade strategy)<br>- [Optional] List of devices and tests to be performed in a PoC<br>- Roles and responsibilities or RACI tables for tasks<br>- List of devices requiring a servicing channel other than the default<br>- Hardware refresh plan<br>- Documented feedback process<br>- List of operational gaps |
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## Define operational readiness criteria
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> [!NOTE]
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> ***Recommended deliverable:***
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>
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>
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> Document these operational readiness criteria in a format that allows sharing, such as a table.
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## Define deployment rings or phases
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| Stage | Task | Process manager | End-user computing | Application owner | Operations | Security |
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|---------|----------------------------------------------|----------------------------|--------------------|-------------------|--------------|--------------|
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| Plan | Define and assign roles to personnel | Accountable, Responsible | Informed | Informed | Informed | Informed |
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| Plan | Outline approach to updating operation processes | Accountable | Informed | Informed | Responsible | Informed |
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| Prepare | Review infrastructure changes | Accountable | Responsible | Informed | Informed | Informed |
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| Prepare | Implement and test operations changes | Accountable | Consulted | Informed | Responsible | Informed |
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| Deploy | Remediate failed apps | Accountable | Informed | Responsible | Informed | Informed |
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| Deploy | Remediate issues with Microsoft Entra ID | Accountable | Informed | Informed | Informed | Responsible |
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| Plan | Define and assign roles to personnel. | Accountable, Responsible | Informed | Informed | Informed | Informed |
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| Plan | Outline approach to updating operation processes. | Accountable | Informed | Informed | Responsible | Informed |
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| Prepare | Review infrastructure changes. | Accountable | Responsible | Informed | Informed | Informed |
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| Prepare | Implement and test operations changes. | Accountable | Consulted | Informed | Responsible | Informed |
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| Deploy | Remediate failed apps. | Accountable | Informed | Responsible | Informed | Informed |
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| Deploy | Remediate issues with Microsoft Entra ID. | Accountable | Informed | Informed | Informed | Responsible |
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At the end of this and the following learning modules, you’ll find a list of all the tasks covered at each phase of update deployment.
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| Tasks | Deliverables |
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|-------|--------------|
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| - Define operational readiness criteria<br>- Define deployment rings/phases<br>- [Optional] Define a Proof of Concept (PoC)<br>- Identify and assign roles to personnel<br>- Define servicing channel for devices<br>- Hardware refresh plan<br>- Define device update strategy<br>- Design a feedback loop<br>- Identify gaps | A table of operational readiness criteria<br>- Deployment plan (including required number of deployment phases or rings, dates, and device upgrade strategy)<br>- [Optional] List of devices and tests to be performed in a PoC<br>- Roles and responsibilities or RACI tables for tasks<br>- List of devices requiring a servicing channel other than the default<br>- Hardware refresh plan<br>- Documented feedback process<br>- List of operational gaps |
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| - Define operational readiness criteria.<br>- Define deployment rings/phases.<br>- [Optional] Define a Proof of Concept (PoC).<br>- Identify and assign roles to personnel.<br>- Define servicing channel for devices.<br>- Hardware refresh plan.<br>- Define device update strategy.<br>- Design a feedback loop.<br>- Identify gaps. | A table of operational readiness criteria<br>- Deployment plan (including required number of deployment phases or rings, dates, and device upgrade strategy)<br>- [Optional] List of devices and tests to be performed in a PoC<br>- Roles and responsibilities or RACI tables for tasks<br>- List of devices requiring a servicing channel other than the default<br>- Hardware refresh plan<br>- Documented feedback process<br>- List of operational gaps |

learn-pr/device-partner-university/plan-windows/includes/4-applications.md

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| Tasks | Deliverables |
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|-------|--------------|
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| - Set criteria for app handling<br>- Generate your app inventory<br>- List and assign owners and importance classifications to applications based on business impact<br>- Identify gaps in app readiness | - Application decision matrix<br>- App inventory updated with importance classifications<br>- Priority application and owner list, defined by app owners<br>- List of app gaps |
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| - Set criteria for app handling.<br>- Generate your app inventory.<br>- List and assign owners and importance classifications to applications based on business impact.<br>- Identify gaps in app readiness. | - Application decision matrix<br>- App inventory updated with importance classifications<br>- Priority application and owner list, defined by app owners<br>- List of app gaps |
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### Set criteria for app handling
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| Tasks | Deliverables |
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|-------|--------------|
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| - Set criteria for app handling<br>- Generate your app inventory<br>- List and assign owners and importance classifications to applications based on business impact<br>- Identify gaps in app readiness | - Application decision matrix<br>- App inventory updated with importance classification<br>- Priority application and owner list, defined by app owners<br>- List of app gaps |
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| - Set criteria for app handling.<br>- Generate your app inventory.<br>- List and assign owners and importance classifications to applications based on business impact.<br>- Identify gaps in app readiness. | - Application decision matrix<br>- App inventory updated with importance classification<br>- Priority application and owner list, defined by app owners<br>- List of app gaps |

learn-pr/device-partner-university/plan-windows/includes/5-infrastructure.md

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| Tasks | Deliverables |
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| - Define infrastructure readiness criteria<br>- Evaluate deployment management tools and infrastructure<br>- Evaluate current device provisioning processes and tools<br>- Identify infrastructure gaps | - Deployment readiness criteria<br>- Infrastructure remediation list<br>- Device provisioning plan<br>- List of infrastructure gaps |
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| - Define infrastructure readiness criteria.<br>- Evaluate deployment management tools and infrastructure.<br>- Evaluate current device provisioning processes and tools.<br>- Identify infrastructure gaps. | - Deployment readiness criteria<br>- Infrastructure remediation list<br>- Device provisioning plan<br>- List of infrastructure gaps |
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## Define infrastructure readiness criteria
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- [Microsoft Intune](/mem/intune/fundamentals/what-is-intune):
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- **Definition & use:** This cloud-based endpoint management solution is designed to simplify management of devices, identities, and apps. It integrates with other Microsoft services and apps ensuring security and advanced management capabilities of hybrid workplaces.
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- **Prerequisites:** Check [supported operating systems and browsers](/mem/intune/fundamentals/supported-devices-browsers) as well as [network configuration requirements and bandwidth](/mem/intune/fundamentals/network-bandwidth-use). If you meet these prerequisites, just sign in to your work or school account and add Intune to your [subscription](/mem/intune/fundamentals/account-sign-up). If you don’t already have an account, you can [sign up for a free trial account](/mem/intune/fundamentals/free-trial-sign-up) to use Intune for your organization.
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- [Microsoft Entra ID](/entra/fundamentals/whatis)
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- [Microsoft Entra ID:](/entra/fundamentals/whatis)
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- **Definition & use:** This cloud-based identity and access management service allows people at your organization access external and internal sources securely.
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- **Prerequisites:** You might already have access to Microsoft Entra ID with one of your Microsoft Online business services, such as Microsoft Azure, Microsoft Intune, Microsoft Dynamics 365, or others. If not, [review all available plans](https://www.microsoft.com/security/business/microsoft-entra-pricing) and [licensing options](/entra/fundamentals/licensing).
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- [Windows Autopatch](/windows/deployment/windows-autopatch/overview/windows-autopatch-overview?tabs=business-premium-a3-communications):
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| - Define infrastructure readiness criteria<br>- Evaluate deployment management tools and infrastructure<br>- Evaluate current device provisioning processes and tools<br>- Identify infrastructure gaps | - Deployment readiness criteria<br>- Infrastructure remediation list<br>- Device provisioning plan<br>- List of infrastructure gaps |
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| - Define infrastructure readiness criteria.<br>- Evaluate deployment management tools and infrastructure.<br>- Evaluate current device provisioning processes and tools.<br>- Identify infrastructure gaps. | - Deployment readiness criteria<br>- Infrastructure remediation list<br>- Device provisioning plan<br>- List of infrastructure gaps |

learn-pr/device-partner-university/plan-windows/includes/6-configurations.md

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| Tasks | Deliverables |
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| - Evaluate settings readiness criteria<br>- Evaluate your security baselines<br>- Evaluate your policies<br>- Evaluate your network configuration<br>- Detail configuration changes needed and identify gaps | - Configuration readiness criteria<br>- List of required security settings<br>- List of required policy settings<br>- List of required network settings<br>- Configuration gaps and remediation list |
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| - Evaluate settings readiness criteria.<br>- Evaluate your security baselines.<br>- Evaluate your policies.<br>- Evaluate your network configuration.<br>- Detail configuration changes needed and identify gaps. | - Configuration readiness criteria<br>- List of required security settings<br>- List of required policy settings<br>- List of required network settings<br>- Configuration gaps and remediation list |
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## Evaluate settings readiness criteria
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## Evaluate your policies and administrative templates
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| - Evaluate settings readiness criteria<br>- Evaluate your security baselines<br>- Evaluate your policies<br>- Evaluate your network configuration<br>- Detail configuration changes needed and identify gaps | - Configuration readiness criteria<br>- List of required security settings<br>- List of required policy settings<br>- List of required network settings<br>- Configuration gaps and remediation list |
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| - Evaluate settings readiness criteria.<br>- Evaluate your security baselines.<br>- Evaluate your policies.<br>- Evaluate your network configuration.<br>- Detail configuration changes needed and identify gaps. | - Configuration readiness criteria<br>- List of required security settings<br>- List of required policy settings<br>- List of required network settings<br>- Configuration gaps and remediation list |

learn-pr/device-partner-university/plan-windows/includes/7-devices.md

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| - Define device readiness<br>- Evaluate device eligibility<br>- Evaluate device identity<br>- Identify gaps | - Device readiness criteria<br>- List of eligible and ineligible devices<br>- List of devices by device identity<br>- List of device-related gaps |
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| - Define device readiness.<br>- Evaluate device eligibility.<br>- Evaluate device identity.<br>- Identify gaps. | - Device readiness criteria<br>- List of eligible and ineligible devices<br>- List of devices by device identity<br>- List of device-related gaps |
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## Define device readiness
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Get there from **[Microsoft Intune admin center](https://go.microsoft.com/fwlink/?linkid=2109431) > Reports > Endpoint analytics > Work from anywhere**. Navigate to the **Windows** tab to see and download the list of devices that are capable and not capable of upgrading to Windows 11 based on the minimum system requirements.
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![A screenshot of the Endpoint analytics Work from anywhere landing page.](../media/endpoint-inline.png)(../media/endpoint-expanded.png)
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[![A screenshot of the Endpoint analytics Work from anywhere landing page.](../media/endpoint-inline.png)](../media/endpoint-expanded.png)
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### Microsoft Intune
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| - Define device readiness.<br>- Evaluate device eligibility.<br>- Evaluate device identity.<br>- Identify gaps. | - Device readiness criteria<br>- List of eligible and ineligible devices<br>- List of devices by device identity<br>- List of device-related gaps |

learn-pr/device-partner-university/plan-windows/includes/8-users.md

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| - Define user readiness criteria.<br>- Evaluate user identity.<br>- Identify gaps. | - List of user readiness criteria<br>- List of existing identity components<br>- List of user identity-related gaps or changes required |
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## Define user readiness criteria
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| - Define user readiness criteria.<br>- Evaluate user identity.<br>- Identify gaps. | - List of user readiness criteria<br>- List of existing identity components<br>- List of user identity-related gaps or changes required |

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