Part of being a consultant in knowing what needs doing and what does not need doing – and this is per project. However, there is always the starting, generic list. What follows is an example of that list. The elements of this list represent those subject areas that need attention at some point in the Lync project. Each of these elements has between three and 10 more sub-elements. In some cases, the sub-elements have tertiary elements. If a task needs to be at the quaternary level, I consider it for a move or maybe that I need to move its’ parent up a level. This avoids the issue of having too many project levels and getting lost in the weeds during planning; or worse yet, overlooking a project task. Remember that not all of these will apply to each project you do. And this list can be easily modified to meet core Exchange projects also.
1. Conduct Requirements discover
2. Design Lync 2010 Server System
3. Specify Client Deployment
4. Build Host Servers
5. Train the Trainer
6. Install SQL 2008 as two-node cluster
7. Install and configure 2 Lync EE FE servers as pool
8. Migrate existing R2 pool and users and component functionality
9. Remove existing R2 system
10. Install and configure HLB devices
11. Install and configure Monitoring and Archiving Lync Server roles using VM
12. Create Hyper-V specifications
13. Modify DNS
14. Modify External DNS
15. Assist with Certificates (External)
16. Assist with Internal PKI
17. Firewall rules
18. Configure ISA/TMG RP
19. Install and Configure Lync Edge Server pool
20. Define IP (internal and external)
21. Install and configure media gateway
22. Assist with Avaya PBX changes
23. Install, configure, & test Exchange UM
24. Create Dial Plan
25. Implement Dial Plan
26. Project Management
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