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Project plan · Sample · Project

Content Delivery Modernization: Distribution Point Consolidation

A sample project plan for the decision and implementation guides and Book 09, Chapter 11: decide the funding ask on evidence, consolidate to a hub content tier, keep content local with peers, standardize packaging, and retire the last distribution point through five gates

A sample PMP-style project plan for the Content Delivery Modernization project, built from the Distribution Point Consolidation decision and implementation guides and Book 09, Chapter 11: Phase 0 analysis of the existing estate and decomposition of the funding ask, Stage 1 in a test hierarchy, a decision gate before money moves, a hub tier of pull distribution points, peer cache and boundary groups, office waves that retire branch distribution points, packaging on one standard wrapper, the content workloads moved to Intune, Connected Cache at the hubs, the five retirement gates and the cleanup of the last site roles, with owners and decide-by weeks for every decision and each task linked to its implementation step.
NoteA sample plan, not a commitment

This is an illustrative plan built from the workbook’s books, in the form a project manager would baseline: a work breakdown, a schedule network, a computed critical path, decision points, gates and risks. The durations are illustrative, sized to the books’ roadmap weeks. Replace them with the agency’s own estimates, then baseline the result. The plan names roles, not people, and no specific agency.

Plan at a glance

Plan at a glance
Plan type Project: From the analysis of the existing estate to the last distribution point retired and its site roles cleaned up, through the five retirement gates
Built from Book 09, Chapter 11; Book 05
Sponsor Executive sponsor and CIO
Plan manager Content delivery project lead, with the endpoint lead, the Configuration Manager lead, the packaging lead and the network engineering lead
Duration 55 weeks (273 working days), computed from the network
Work 34 tasks, 12 gates, 10 decision points, 5 milestones from other plans
Critical path 23 of 61 items; 4 more within 5 days of it
Calendar Week 1 = the program’s Phase 0 approval; five working days a week

This plan builds the Content Delivery Modernization project from the Distribution Point Consolidation decision guide, its implementation guide (every task links to the step that carries it out, and each step names the Microsoft Learn page it relies on), the scripts kit, and the worked case in Book 09, Chapter 11. It starts where any distribution point refresh should start: a validated endpoint count, a distribution point inventory, circuit data and a packaging inventory, then a recorded decision on the funding ask. Then it consolidates the existing Configuration Manager footprint to a small hub tier, keeps content local with peer cache, BranchCache and Delivery Optimization, retires branch distribution points in waves as offices are ready, and puts every application on one standard wrapper so the same package works from Configuration Manager or Intune. The last distribution point retires only when the guide’s five gates have closed. The plan doesn’t add Configuration Manager infrastructure for new assets: Book 05, Chapter 04 allows none. It takes three dates from the Endpoint & Device Modernization plan and one from the Network & Access Modernization plan, and it runs inside the program master schedule.

Schedule

Gantt chart of the Content Delivery Modernization plan over 55 weeks, grouped by phase. Critical-path tasks are red bars, other tasks are blue bars with a grey line showing their float, gates are violet diamonds, decisions are amber diamonds and milestones from other plans are green diamonds. The tables below give every date and float.

The schedule as a Gantt chart: 55 weeks, with the critical path in red.

Critical path

The computed path runs through the office waves. Phase 0 and the funding decision come first and are short: the circuit data is the longest Phase 0 input, and the decision on the ask can be made at the end of week 5, once the inventory, the sizing and the decomposition are in. The hub tier then takes about twelve weeks to build, distribute and validate; Stage 1, the full run in a test hierarchy, fits inside the time the hub servers take to build, and its go/no-go must come before the first production change. Peer caching is then proved at the pilot offices on top of the hub tier. The first wave of branch retirements waits for two things: the hub tier and peers serving the pilot offices (this plan’s Gate 3), and the Network & Access plan’s Gate 3, which puts the ten pilot sites on governed transport. That gate is the input with the least room; a slip there moves the first wave, and every wave after it, week for week. The three later waves follow circuit readiness, so their dates are placeholders until the agency’s own circuit renewal dates replace them.

Packaging and the content workloads carry float against the office waves but bind the retirement gates. The client apps and Office Click-to-Run workloads can’t move until the most-installed applications are on the standard wrapper, and Configuration Manager deployments can’t be withdrawn until the rest of the catalog is repackaged or retired. Connected Cache at the hubs waits for the decision on its form and for the first Intune Win32 apps. The five retirement gates are milestones, not dates: this sample shows where they land on its own durations, and the last distribution point retires in the week they have all closed, whatever week that turns out to be.

The critical path, in order. Each item has zero total float: a day lost on any of them is a day lost at the finish.

The critical path
# ID Item Owner or approver When
1 C0.3 Circuit data per office: bandwidth, peak use, monthly cost and renewal date, from telecom contract records Network engineering wk 1–3
2 C0.7 Content library measured on one DP; sizing run against 4,000 clients per DP with a draft hub design and office wave order Endpoint engineering wk 4
3 C0.6 Assessment worksheet completed from agency data, reviewed by the endpoint lead, ISSO and budget officer, and kept inside the boundary Content delivery project lead wk 4–5
4 CG0 Gate 0 — Inventory and decomposition complete Content delivery project lead and ISSO end of wk 5
5 D-C2 Decision on the funding ask Executive sponsor and CIO end of wk 5
6 C1.1 Budget submission revised to the chosen option, the worked case’s planning assumptions replaced by Phase 0 data, and its consistency with Intune-first stated Budget officer wk 5–6
7 CG1 Gate 1 — Funding decision recorded Executive sponsor and CIO end of wk 6
8 D-C3 Hub sites and distribution points per hub Endpoint lead and network engineering lead end of wk 6
9 C2.1 Hub DP servers built on Windows Server 2019 or later: IIS, BITS and Remote Differential Compression; CM-6 baseline applied and scanned; HTTPS with a PKI certificate; added to the inventory and the SSP Configuration Manager team wk 6–12
10 C2.2 Pull DPs added at each hub, sourcing from the data center DPs; one distribution point group per hub (New-DpcHubTier.ps1 -Apply) Configuration Manager team wk 12–15
11 C3.1 Boundary groups for the pilot wave: hub DPs added, peer options set, the other hubs as timed fallback, never to the default site group (Set-DpcBoundaryGroups.ps1 -Apply) Configuration Manager team wk 15–18
12 C3.2 Peer cache sources chosen per pilot office (desktop chassis, disk, always on); client settings deployed; partial download on; BranchCache enabled Configuration Manager team wk 18–20
13 C3.4 Pilot measurement at the pilot offices: bytes from peers, from the hub and from the office DP, for a month of deployments Configuration Manager team wk 20–24
14 CG3 Gate 3 — Pilot offices served from hubs and peers Endpoint lead end of wk 24
15 C4.1 Pilot wave: each office DP checked, drained, watched 30 days, removed with its site system; disks sanitized; inventory and SSP updated Configuration Manager team wk 24–27
16 C4.2 Wave 2, about 25% of offices: boundary groups moved, peers enabled, office DPs read-only, then retired after 30 clean days Configuration Manager team wk 27–35
17 C4.3 Wave 3, about 60% of offices cumulative Configuration Manager team wk 35–43
18 C4.4 Wave 4, every remaining office, or a dated exception with its reason Configuration Manager team wk 43–51
19 CG4 Gate 4 — No branch distribution point left Executive sponsor and CIO end of wk 51
20 D-C9 Retire the hub distribution point tier Executive sponsor and CIO end of wk 51
21 C8.1 Hub and source DPs drained and removed with their site systems (Invoke-DpcOfficeRetirement.ps1 -GatesPath); media sanitized; inventory and SSP entries closed Configuration Manager team wk 51–54
22 C8.2 Cleanup: distribution point groups removed, boundary group site-system references cleared, peer cache client settings and deployments retired; no DP role left in the hierarchy Configuration Manager team wk 54–55
23 CG8 Gate 8 — Last distribution point retired, site roles cleaned up, evidence complete CISO and ISSO end of wk 55

Near-critical. These items have 5 working days of float or less. Track them weekly: once their float is spent, they join the critical path.

Near-critical items
ID Item Float When
C0.4 Packaging inventory: every application and package, its installer type, install count, active deployments and last change 3 d wk 1–3
C0.1 Validated endpoint count: Configuration Manager clients reconciled with Intune and the asset record, duplicates and stale records removed 5 d wk 1–2
C0.2 Distribution point inventory: every DP with its site, office, OS version, hardware age and warranty, PXE and Connected Cache roles, and content library size 5 d wk 1–2
D-C1 Target distribution point count when co-management completes, and the fiscal year 5 d end of wk 4

Decision points

Each decision is a zero-duration milestone in the network. Decide by is its late finish: the last week it can be made without moving the plan’s finish. A decision with zero float sits on the critical path, so the meeting that makes it should be booked before the plan is baselined. Decision rights follow Book 01, Chapter 09.

Decision points, by decide-by date
ID Decision Decides Needed by Decide by Float Options If it’s late
D-C1 Target distribution point count when co-management completes, and the fiscal year Executive sponsor and CIO CG0 end of wk 5 5 d A dated target count from the validated endpoint count and Microsoft’s 4,000-clients-per-DP limit (about 24 in the worked case); keep the current count (then say why the office count, not the client count, sizes it) No refresh or consolidation can be sized, and the decision on the funding ask waits
D-C2 Decision on the funding ask Executive sponsor and CIO C1.1 end of wk 5 0 (critical) Refresh in place; consolidate to a hub tier (the guide’s recommendation where the circuits allow); cloud-first with Connected Cache, keeping a hub tier only until the five gates close Refresh money is committed by default, or the hub build can’t start
D-C3 Hub sites and distribution points per hub Endpoint lead and network engineering lead C2.1 end of wk 6 0 (critical) Existing regional facilities inside the current boundary, two pull DPs each, with source DPs at the two data centers (the worked case: 12 sites, 24 DPs); more hubs where latency or headcount needs them Hub servers can’t be ordered or built
D-C10 Stage 1 to Stage 2: go/no-go for production Content delivery project lead and ISSO C2.2 end of wk 12 15 d Go when Lab 2 ran end to end with its back-out, every cmdlet ran on the agency’s Configuration Manager version, the inventory matched the console and the change board approved the production plan; no-go repeats Stage 1 No production change can start, and the hub build waits
D-C4 Client-to-client traffic on branch segments: TCP 8003, UDP 8004 and TCP 7680 CISO C3.2, C3.3 end of wk 18 65 d Allow within each office’s subnet only; allow for named peer cache sources only; block, and size circuits for hub pulls Peer cache and Delivery Optimization peering can’t be configured, and the pilot measures nothing
D-C5 Wave plan: offices ordered by circuit readiness and renewal date Content delivery project lead C4.2 end of wk 27 15 d By circuit readiness and renewal (the guide’s order); by region (simpler, but waits on the slowest circuit in each) Wave 2 can’t be scheduled, and offices keep DPs they no longer need
D-C6 Packaging standard Endpoint lead C5.1 end of wk 27 118 d PSAppDeployToolkit as the standard wrapper, version pinned, for every app that isn’t a clean MSI; vendor installers with Intune’s PowerShell script installer only; a mix by app class Repackaging can’t start, and the client apps workload waits
D-C8 Connected Cache form and placement Endpoint lead and ISSO C7.1 end of wk 43 125 d Connected Cache for Enterprise and Education on its own host at each hub, its Azure resource placed in the boundary analysis; the Configuration Manager-integrated cache on a hub DP with no other roles (then retirement gate 4 binds it); none, where measured circuits carry cloud content Cloud content keeps crossing every hub circuit, and gate 4 has no plan
D-C7 OS provisioning for existing devices Endpoint lead C6.4 end of wk 45 193 d Windows Autopilot for every rebuild, with reset where it applies; keep task sequences for a named exception class on a hub DP until it can move Imaging keeps a PXE distribution point alive, and retirement gate 3 stays open
D-C9 Retire the hub distribution point tier Executive sponsor and CIO C8.1 end of wk 51 0 (critical) Retire it in the week the last gate closes; keep it while any gate is open. Never on a date alone Twenty-odd servers stay in the boundary to be patched, scanned and accredited for no workload

Gates

A gate opens the work that names it as a predecessor, which is usually the next phase but not always. The approver signs it against the criteria, from evidence in the repository.

Gates
Gate When Approver Criteria
Gate 0 — Inventory and decomposition complete end of wk 5 Content delivery project lead and ISSO Endpoint count validated and dated; every distribution point in the inventory and the system component inventory; circuit cost and renewal date recorded per office; packaging inventory complete; the ask stated as acquisition or five-year cost with scope itemized; a dated target DP count; the worksheet reviewed and stored inside the boundary
Gate 1 — Funding decision recorded end of wk 6 Executive sponsor and CIO Option chosen with the decision table and worksheet as its evidence; budget submission revised; target DP count and fiscal year recorded; the decision filed in the program’s decision register
Gate 2 — Hub tier serving content end of wk 18 Configuration Manager lead and ISSO Every hub DP in production, baselined, scanned and in the SSP; every package distributed to its region’s group with no failures; load per DP under 3,200 clients (80% of the published 4,000); change records for every server
Gate 3 — Pilot offices served from hubs and peers end of wk 24 Endpoint lead Pilot offices’ content served by the hub and peers, with the office DP in read-only fallback and serving under a threshold the endpoint lead sets; no deployment failure traced to content location; measurement report filed
Gate 4 — No branch distribution point left end of wk 51 Executive sponsor and CIO Every office DP retired or in the exception register with a date and reason; every retired server’s media sanitized and its inventory and SSP entries closed; hub load per DP still under 80% of the published limit
Gate 5 — Catalog on the standard wrapper end of wk 22 Endpoint lead Every kept app has an owner, a package on the template, a tested detection rule and a change record; the same package installs from either tool; retired apps removed from both
Retirement gate 1 — App content end of wk 28 Endpoint lead Client apps and Office Click-to-Run workloads on Intune for the whole validated population, and no required or available deployment still published from Configuration Manager
Retirement gate 2 — Update content end of wk 31 Endpoint lead Windows Update policies and device configuration workloads on Intune, and Configuration Manager’s software-update client setting off for those devices
Retirement gate 3 — OS provisioning end of wk 12 Endpoint lead Bare-metal provisioning on Autopilot; no task sequence or PXE service still in use
Retirement gate 4 — Caching role end of wk 26 Endpoint lead and ISSO No Connected Cache instance runs on distribution-point hardware, or none is needed on the measured circuits
Retirement gate 5 — Compliance evidence end of wk 33 ISSO Compliance and Endpoint Protection reporting no longer cite the Configuration Manager site database as their evidence source
Gate 8 — Last distribution point retired, site roles cleaned up, evidence complete end of wk 55 CISO and ISSO All five retirement gates closed in a gates run; no distribution point role left in Get-CMSiteRole; every DP’s decommission record, sanitization record and SSP change filed; the content delivery evidence set in the guide’s requirements table complete

Work breakdown and schedule

Every row, by phase. Float is total float in working days; bold rows are on the critical path. Each row links to the chapter it comes from.

Phase 0 — Analysis of the existing estate

Phase 0 — Analysis of the existing estate
ID Item Type Owner or approver Days Predecessors When Float
C0.1 Validated endpoint count: Configuration Manager clients reconciled with Intune and the asset record, duplicates and stale records removed Task Endpoint engineering 10 — wk 1–2 5 d
C0.2 Distribution point inventory: every DP with its site, office, OS version, hardware age and warranty, PXE and Connected Cache roles, and content library size Task Configuration Manager team 10 — wk 1–2 5 d
C0.3 Circuit data per office: bandwidth, peak use, monthly cost and renewal date, from telecom contract records Task Network engineering 15 — wk 1–3 0
C0.4 Packaging inventory: every application and package, its installer type, install count, active deployments and last change Task Packaging team 15 — wk 1–3 3 d
C0.5 Funding ask decomposed: acquisition or five-year total cost of ownership, and every item beyond the distribution point itemized Task Budget officer 5 — wk 1 13 d
C0.7 Content library measured on one DP; sizing run against 4,000 clients per DP with a draft hub design and office wave order Task Endpoint engineering 3 C0.1, C0.2, C0.3 wk 4 0
D-C1 Target distribution point count when co-management completes, and the fiscal year Decision Executive sponsor and CIO — C0.7 end of wk 4 5 d
C0.6 Assessment worksheet completed from agency data, reviewed by the endpoint lead, ISSO and budget officer, and kept inside the boundary Task Content delivery project lead 5 C0.4, C0.5, C0.7 wk 4–5 0
CG0 Gate 0 — Inventory and decomposition complete Gate Content delivery project lead and ISSO — C0.6, D-C1 end of wk 5 0

Phase 1 — Decision on the funding ask, and Stage 1 in a test hierarchy

Phase 1 — Decision on the funding ask, and Stage 1 in a test hierarchy
ID Item Type Owner or approver Days Predecessors When Float
D-C2 Decision on the funding ask Decision Executive sponsor and CIO — CG0 end of wk 5 0
C1.1 Budget submission revised to the chosen option, the worked case’s planning assumptions replaced by Phase 0 data, and its consistency with Intune-first stated Task Budget officer 5 D-C2 wk 5–6 0
CG1 Gate 1 — Funding decision recorded Gate Executive sponsor and CIO — C1.1 end of wk 6 0
C1.2 Stage 1: Lab 2 run end to end in a test hierarchy, every change applied and then backed out from its plan.csv Task Configuration Manager team 15 CG1 wk 6–9 15 d
D-C10 Stage 1 to Stage 2: go/no-go for production Decision Content delivery project lead and ISSO — C1.2 end of wk 9 15 d

Phase 2 — Hub content tier

Phase 2 — Hub content tier
ID Item Type Owner or approver Days Predecessors When Float
D-C3 Hub sites and distribution points per hub Decision Endpoint lead and network engineering lead — CG1, C0.3 end of wk 6 0
C2.1 Hub DP servers built on Windows Server 2019 or later: IIS, BITS and Remote Differential Compression; CM-6 baseline applied and scanned; HTTPS with a PKI certificate; added to the inventory and the SSP Task Configuration Manager team 30 D-C3 wk 6–12 0
C2.2 Pull DPs added at each hub, sourcing from the data center DPs; one distribution point group per hub (New-DpcHubTier.ps1 -Apply) Task Configuration Manager team 15 C2.1, D-C10 wk 12–15 0
C2.3 Content distributed to each hub group; distribution status clean; content validation run; inventory rerun Task Configuration Manager team 15 C2.2 wk 15–18 10 d
CG2 Gate 2 — Hub tier serving content Gate Configuration Manager lead and ISSO — C2.3 end of wk 18 10 d

Phase 3 — Peer caching and boundary groups

Phase 3 — Peer caching and boundary groups
ID Item Type Owner or approver Days Predecessors When Float
C3.1 Boundary groups for the pilot wave: hub DPs added, peer options set, the other hubs as timed fallback, never to the default site group (Set-DpcBoundaryGroups.ps1 -Apply) Task Configuration Manager team 15 C2.2 wk 15–18 0
D-C4 Client-to-client traffic on branch segments: TCP 8003, UDP 8004 and TCP 7680 Decision CISO — CG0 end of wk 5 65 d
X-E14 Co-management on for the pilot collection (Endpoint plan E1.4) External Endpoint engineering (Endpoint & Device Modernization plan) — — end of wk 5 63 d
C3.2 Peer cache sources chosen per pilot office (desktop chassis, disk, always on); client settings deployed; partial download on; BranchCache enabled Task Configuration Manager team 10 C3.1, D-C4 wk 18–20 0
C3.3 Delivery Optimization through Intune: Group download mode with a group ID per office, or subnet restriction, for the pilot devices Task Endpoint engineering 10 D-C4, X-E14 wk 6–7 63 d
C3.4 Pilot measurement at the pilot offices: bytes from peers, from the hub and from the office DP, for a month of deployments Task Configuration Manager team 20 C3.2, C3.3, CG2 wk 20–24 0
CG3 Gate 3 — Pilot offices served from hubs and peers Gate Endpoint lead — C3.4 end of wk 24 0

Phase 4 — Office waves

Phase 4 — Office waves
ID Item Type Owner or approver Days Predecessors When Float
X-NG3 Pilot sites governed and evidenced on new transport (Network plan Gate 3) External CISO (Network & Access Modernization plan) — — end of wk 22 11 d
C4.1 Pilot wave: each office DP checked, drained, watched 30 days, removed with its site system; disks sanitized; inventory and SSP updated Task Configuration Manager team 15 CG3, X-NG3 wk 24–27 0
D-C5 Wave plan: offices ordered by circuit readiness and renewal date Decision Content delivery project lead — CG3, C0.3 end of wk 24 15 d
C4.2 Wave 2, about 25% of offices: boundary groups moved, peers enabled, office DPs read-only, then retired after 30 clean days Task Configuration Manager team 40 C4.1, D-C5 wk 27–35 0
C4.3 Wave 3, about 60% of offices cumulative Task Configuration Manager team 40 C4.2 wk 35–43 0
C4.4 Wave 4, every remaining office, or a dated exception with its reason Task Configuration Manager team 40 C4.3 wk 43–51 0
CG4 Gate 4 — No branch distribution point left Gate Executive sponsor and CIO — C4.4 end of wk 51 0

Phase 5 — Packaging on one standard

Phase 5 — Packaging on one standard
ID Item Type Owner or approver Days Predecessors When Float
D-C6 Packaging standard Decision Endpoint lead — C0.4 end of wk 3 118 d
C5.1 Standard template: pinned toolkit version, signed scripts, one log path, exit codes mapped, detection rule pattern; held under change control Task Packaging team 10 D-C6 wk 4–5 118 d
C5.2 Catalog rationalized: apps nobody installs retired, duplicate versions removed, an owner for every app kept Task Packaging team 15 C0.4 wk 4–6 113 d
C5.3 Most-installed apps repackaged on the template; each tested from Configuration Manager and as an .intunewin from Intune Task Packaging team 40 C5.1, C5.2 wk 7–14 113 d
C5.4 Rest of the catalog repackaged or retired Task Packaging team 40 C5.3 wk 15–22 113 d
CG5 Gate 5 — Catalog on the standard wrapper Gate Endpoint lead — C5.4 end of wk 22 143 d

Phase 6 — Content workloads to Intune

Phase 6 — Content workloads to Intune
ID Item Type Owner or approver Days Predecessors When Float
C6.1 Client apps and Office Click-to-Run apps workloads: Pilot Intune, then Intune; apps published as Win32 apps from the standard packages Task Endpoint engineering 20 C5.3, X-E14 wk 15–18 123 d
C6.2 Configuration Manager required and available deployments withdrawn as each app moves; the count reported weekly Task Configuration Manager team 30 C6.1, C5.4 wk 23–28 113 d
X-EG3 Workloads cut over, including Windows Update policies and device configuration (Endpoint plan Gate 3) External Endpoint engineering (Endpoint & Device Modernization plan) — — end of wk 30 88 d
C6.3 Configuration Manager software-update client setting turned off for every device on the Windows Update workload Task Configuration Manager team 5 X-EG3 wk 31 98 d
X-E15 Intune-first intake with Autopilot registration (Endpoint plan E1.5) External Endpoint engineering (Endpoint & Device Modernization plan) — — end of wk 6 193 d
D-C7 OS provisioning for existing devices Decision Endpoint lead — X-E15, C0.2 end of wk 6 193 d
C6.4 Bare-metal provisioning moved from task sequences to Autopilot; PXE turned off on every DP Task Endpoint engineering 30 D-C7 wk 7–12 193 d
C6.5 Compliance and Endpoint Protection evidence sourced from Intune and Defender, not the Configuration Manager site database; ISSO confirms Task ISSO 15 X-EG3 wk 31–33 88 d

Phase 7 — Connected Cache at the hubs

Phase 7 — Connected Cache at the hubs
ID Item Type Owner or approver Days Predecessors When Float
D-C8 Connected Cache form and placement Decision Endpoint lead and ISSO — CG2 end of wk 18 125 d
C7.1 Cache hosts built at the hubs on a supported OS, nothing else on port 80; Delivery Optimization pointed at each office’s hub cache Task Endpoint engineering 25 D-C8, C6.1 wk 19–23 123 d
C7.2 Cache hit rate measured; Win32 app, update and Microsoft 365 Apps content confirmed served from the hubs Task Endpoint engineering 10 C7.1 wk 24–25 123 d
C7.3 Connected Cache turned off on any DP hardware once the hub cache serves that office Task Configuration Manager team 5 C7.2 wk 26 123 d

Phase 8 — The five retirement gates

Phase 8 — The five retirement gates
ID Item Type Owner or approver Days Predecessors When Float
RG1 Retirement gate 1 — App content Gate Endpoint lead — C6.2 end of wk 28 113 d
RG2 Retirement gate 2 — Update content Gate Endpoint lead — C6.3 end of wk 31 98 d
RG3 Retirement gate 3 — OS provisioning Gate Endpoint lead — C6.4 end of wk 12 193 d
RG4 Retirement gate 4 — Caching role Gate Endpoint lead and ISSO — C7.3 end of wk 26 123 d
RG5 Retirement gate 5 — Compliance evidence Gate ISSO — C6.5 end of wk 33 88 d
D-C9 Retire the hub distribution point tier Decision Executive sponsor and CIO — RG1, RG2, RG3, RG4, RG5, CG4, CG5 end of wk 51 0
C8.1 Hub and source DPs drained and removed with their site systems (Invoke-DpcOfficeRetirement.ps1 -GatesPath); media sanitized; inventory and SSP entries closed Task Configuration Manager team 15 D-C9 wk 51–54 0
C8.2 Cleanup: distribution point groups removed, boundary group site-system references cleared, peer cache client settings and deployments retired; no DP role left in the hierarchy Task Configuration Manager team 5 C8.1 wk 54–55 0
CG8 Gate 8 — Last distribution point retired, site roles cleaned up, evidence complete Gate CISO and ISSO — C8.2 end of wk 55 0
X-G3 Program G3 — Rollout Complete External Executive sponsor and steering committee (program) — — end of wk 36 fixed date

Responsibility

Who owns what in this plan. Each row has one owner; consulted and informed parties follow the decision matrix.

Ownership
Owner or approver Tasks Decisions Gates
Configuration Manager team 17 — —
Endpoint engineering 7 — —
Endpoint lead — 2 5
Executive sponsor and CIO — 3 2
Packaging team 5 — —
Endpoint engineering (Endpoint & Device Modernization plan) 3 — —
Budget officer 2 — —
Content delivery project lead 1 1 —
Content delivery project lead and ISSO — 1 1
Endpoint lead and ISSO — 1 1
ISSO 1 — 1
CISO — 1 —
CISO (Network & Access Modernization plan) 1 — —
CISO and ISSO — — 1
Configuration Manager lead and ISSO — — 1
Endpoint lead and network engineering lead — 1 —
Executive sponsor and steering committee (program) 1 — —
Network engineering 1 — —

Assumptions

  • The estate has a Configuration Manager hierarchy with a distribution point in most offices, as in Book 09, Chapter 11. The case’s figures, about 70,000 endpoints, about 1,500 offices and 24 hub distribution points, are its planning assumptions; Phase 0 replaces them with the agency’s own.
  • Hub distribution points and any Connected Cache host run Windows Server 2019 or later, the workbook’s minimum server standard (a planning assumption). Microsoft supports the distribution point role on Windows Server 2019, 2022 and 2025; Connected Cache for Enterprise and Education needs Windows Server 2022 or later, Windows 11 or Ubuntu 24.04 (decision guide).
  • Office waves follow circuit readiness. The Network & Access plan covers the ten-site pilot only; the circuit waves for the remaining offices, keyed to renewal dates over months 18 to 48 in Book 09, Chapter 11, aren’t in any sample plan. Each wave here assumes its offices are on circuits sized to pull from a hub, or that measured peer traffic shows they don’t need to.
  • Air-gapped and separately accredited enclaves keep Configuration Manager and local distribution points, as in Book 09, Chapter 11, and are outside this plan.
  • The tenant is GCC (Moderate), which uses the commercial Intune service; Connected Cache for Enterprise and Education is listed as unavailable only in GCC High and DoD.
  • Durations are illustrative, including the four office waves and the packaging work, which scale with office count and catalog size.

Schedule risks

Schedule risks
Risk Effect on the schedule Response
The funding ask can’t be decomposed: acquisition and five-year cost stay blended No option can be compared fairly, and the decision on the ask (D-C2) slips Make decomposition a Gate 0 criterion; the budget officer owns it from week 1 (decision guide, question 1)
Branch segmentation blocks client-to-client traffic Peer cache, BranchCache and Delivery Optimization peering don’t work; every client pulls from the hub Decide the ports in D-C4; peering is an optimization, so size the waves on circuits that can carry hub pulls without it (Book 09, Chapter 11)
Bare-metal imaging still needs a local distribution point Retirement gate 3 stays open, and a ‘just in case’ distribution point survives everything else Decide the Autopilot path in D-C7 and measure PXE use per office in Phase 0
Apps are moved to Intune but their Configuration Manager deployments are left in place Clients keep downloading from distribution points; retirement gate 1 never closes Withdraw each Configuration Manager deployment as its app moves (C6.2), and report the count weekly
Packaging capacity is too small for the catalog The client apps workload waits, and so does gate 1 Rationalize the catalog first (C5.2); repackage by install count; retire what nobody installs
Network circuit waves slip Office waves 2 to 4 slip with them Order the waves by circuit readiness (D-C5), not geography; an office on an adequate circuit can go early

Baseline and change control

  • Baseline the plan when its first gate is approved: the YAML file, as merged, is the baseline.
  • Report weekly, green, yellow or red, against the baseline (Book 01, Chapter 12). Report float, not percent complete: a task’s float says how much slip the plan can still absorb.
  • Change the plan only through a reviewed pull request that edits the YAML and regenerates this page, so every change to a date or a dependency has an author, a reviewer and a reason.
  • Re-baseline at each gate, after the approver signs it, and whenever a critical-path decision is made late.

Download and adapt

Downloads
File Use it for
content-delivery.xml Microsoft Project desktop (open the XML file; it keeps the dependencies, milestones and owners). The dates start on a placeholder Monday: change the project start date.
content-delivery.csv Excel or any other scheduling tool: every row with its dependencies, early and late dates and float
content-delivery-azure-boards.csv Azure DevOps Boards: an Epic per phase and a Feature per task, gate and decision, with dates and tags (see below)
content-delivery-dependencies.csv · add-azure-boards-links.ps1 The plan’s predecessor links, and a script that adds them in Azure Boards after the import
content-delivery-jira.csv Jira: an Epic per phase and a Task per task, gate and decision, with dates, labels and Blocks links (see below)
content-delivery.yaml The source. Edit the durations, owners and dependencies, then run python scripts/project_plans/build.py to recompute the critical path and regenerate this page, the chart and the downloads.
TipImporting this plan into Azure DevOps Boards
  1. In the project, select Boards > Queries > Import work items, choose content-delivery-azure-boards.csv, check the results and select Save items. It creates one Epic per phase with a Feature under it for each task, gate and decision, with start and target dates, which is what Delivery Plans show. Epic and Feature exist in the Agile, Scrum and CMMI processes; in the Basic process, change Feature to Issue in the file first.
  2. The import can’t create dependency links or assign people. To add the predecessor links, sign in with az login, add the CLI extension with az extension add --name azure-devops, and run ./add-azure-boards-links.ps1 -Organization https://dev.azure.com/<org> -Project <project> -Plan content-delivery beside content-delivery-dependencies.csv. It finds the imported items by their fmw-id- tags and links each one to its predecessors.
  3. Assign people in Boards: each item carries its owner role as an Owner - … tag, and critical-path items carry Critical path. Azure Boards links don’t hold lag or start-to-start timing; each item’s description keeps them.

The dates count from the plan’s placeholder start; shift them when you set the real start. The script hasn’t been run against a live organization yet: test it on a scratch project first.

TipImporting this plan into Jira
  1. Run the CSV importer (in Jira Cloud, Settings > System > External system import > CSV) with content-delivery-jira.csv. On the second step, set Date format in import file to yyyy-MM-dd.
  2. Map the columns: Work item ID to Work item ID, Work type to Work type, Parent to Parent, Summary, Description and every Labels column to their fields, Start date to the Start date field, Due date to Due date, and every Blocks column to the Blocks link type. Each phase becomes an Epic with a Task under it for each task, gate and decision; each Blocks column makes that row’s item block the item it names, which carries the plan’s dependencies.
  3. Assign people in Jira: each item carries its owner role as an owner-… label, and critical-path items carry critical-path. Jira links don’t hold lag or start-to-start timing; each description keeps them.

Test the import on a scratch project with a few rows first: the importer doesn’t remove duplicate links and Jira has no bulk delete for them. If the Blocks links don’t come through on your site, import the items first and add the links from the plan’s dependency list in a second pass, as Atlassian recommends. The dates count from the plan’s placeholder start.

TipOpening this plan in Project or Planner
  • Microsoft Project desktop opens the XML file directly, with every dependency, milestone and owner.
  • Microsoft Planner has no file import of its own: it doesn’t read XML, CSV or Excel. To bring this plan into a Planner premium plan, open the XML file in Project desktop, save it as an .mpp file, and import that through the Project Power App. Tasks, durations, dependencies and milestones come across; resources and baselines don’t, so assign owners again in Planner.
  • Without Project desktop, the CSV can feed a Power Automate flow that creates the tasks one by one, but dependencies in a premium plan need Microsoft’s Project schedule APIs, so that’s a build, not an import.
  • In a government cloud tenant, check that premium plans are available before relying on Planner for this schedule: Microsoft notes that converting a basic plan to a premium plan isn’t available in GCC.

Project for the web was retired on August 1, 2025, and Project Online on September 30, 2026; Planner is their successor. Project desktop is unaffected.

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