Milestone Certificate

TM
Milestone Certificate Template

Version 3.0
Prerequisites:
As defined in the PDI Statement of Work, deployment of a Cisco Solution has been executed and each
deliverable sent to the customer as expected. At the end of Plan, Design, and Implement phase are good
timing to present the Milestone Certificate to the customer and obtain sign-off. This also offers a good
opportunity for partner to check off customer deliverables and receive service payment as defined in
the SOW.
Document Instructions:
This header page should be deleted; it is intended to provide instructional value only.
The below content is formatted using Styles: 1. Header One, 2. Text and 3. Bulleted information.
Fields are used in the following manner:

o TOC - Update the Table of Contents by right clicking in TOC and choosing Update Field,
Update Entire Table.
o
Title and SaveDate contained in the footer of the document.
The Title is located in File, properties change to match asset that is being created.
Revised date is the SaveDate field.
To update either field: switch to view header/footer mode; right click field, choose
update.
Where applicable replace <Partner Logo> with your logo graphic, otherwise delete that reference.
The partner may replace sections marked with lesser-than and greater-than symbols (< >) with appropriate
words. For example, <Customer> should be replaced with the customers company name. These symbols
are not used for any other purpose than for replacement text.
Note:
Text in Red provides the partner with instruction for the respective section of the template. This instruction
should be removed and replaced with partner, customer, and Solution-specific information customized to the particular
engagement opportunity.
Document Owner:
It is recommended that this document be a collaborative effort including partner sales, sales
engineering and field engineering.
Version Control
This document will be kept current on the Lifecycle Services Web site. It is recommended that rather than
archiving this document, you download it each time you need it.
Document Owner(s)
Version Number
Date
Nature of Update
Changes are logged in the revision history at the end of the document. A minor update involves minor corrections or adjustments to language. A
major update involves the introduction of new content, or a significant substantive change to existing content.
Document History
Version
Release Date
Description of Change
Legal Disclaimer
The Templates that accompany this Terms of Use document may be used by a Cisco-authorized reseller solely in connection with resellers activities to promote and
sell Cisco services. Resellers use of such Templates is subject the resellers systems integrator agreement or indirect channel partner agreement (ICPA), between
reseller and Cisco. Cisco owns and shall continue to own all right, title and interest in and to the Templates. Reseller may modify the templates to suit particular
business opportunities; however, Cisco assumes no responsibility for the accuracy of the information in the Templates or of any modifications made by reseller to
such templates. Cisco reserves the right to change the programs or products covered by the Templates at any time without notice. Mention of non-Cisco products
or services is for information purposes only and constitutes neither an endorsement nor a recommendation. ALL TEMPLATES ARE PROVIDED "AS IS" WITH ALL
FAULTS AND WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED. CISCO AND ITS SUPPLIERS DISCLAIM ALL WARRANTIES, EXPRESSED OR
IMPLIED INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OR ARISING FROM A
COURSE OF DEALING, USAGE, OR TRADE PRACTICE. IN NO EVENT SHALL CISCOS LIABILITY WITH REPSECT TO THE TEMPLATES EXCEED THE AMOUNTS PAID FOR
THE TEMPLATES BY YOU. CISCO AND ITS SUPPLIERS SHALL NOT BE LIABLE FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, OR INCIDENTAL DAMAGES
March 2008
i.
INCLUDING, WITHOUT LIMITATION, LOST PROFITS OR REVENUES WHETHER ARISING IN CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EVEN IF
CISCO OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
March 2008
i.
<Partner Logo>
Service Practice Templates

For Partners
Milestone Certificate Template

Document Overview:
Cisco is providing this Milestone Certificate template to our partners for guidance purposes
only. The intent of the document is to help the partner present to their customer and
obtain sing off when a major milestone is completed. It also serves the purpose for partner
to check off customer deliverables and receive service payment as defined in the SOW.
Corporate Headquarters
Cisco
170 West Tasman Drive
San Jose, CA 95134-1706
USA
http://www.cisco.com
Tel:
408 526-4000
800 553-NETS (6387)
March 2008
TM
<Partner Logo>
Fax:
408 526-4100
Service Practice Templates

For Partners
Milestone Certificate
Version 3.0
March 2008
<Partner Logo>
<Customer Name>
<Insert Partner Logo>
<Partner Address>
<Partner Website>
Corporate Headquarters
Cisco
170 West Tasman Drive
San Jose, CA 95134-1706
USA
http://www.cisco.com
Tel:
408 526-4000
800 553-NETS (6387)
Fax:
408 526-4100
TM
March 2008
<Partner Logo>
TABLE OF CONTENTS
I.
Milestone Certificate Overview_______________________________________________2
<Customer> System Design Complete_____________________________________________3

Milestone Certificate___________________________________________________________3
<Customer> System Implementation Complete_____________________________________4
Milestone Certificate___________________________________________________________4
<Partner
Logo>
I.
Milestone Certificate Overview

As well-defined and specified by the Statement of Work (SOW) <#1234> for
implementing <Customer>s Cisco solution, customer expects to receive deliverables
as execution progresses through each Lifecycle phase.
Cisco Lifecycle Services are the methodologies and practices that support the evolution
of networks to business systems and help ensure the maximum return from corporate
IT investments. Cisco Lifecycle Services leverages a Prepare, Planning, Design,
Implementation, Operation, and Optimization (PPDIOO) methodology framework to
successfully sell, deliver, and support Cisco solutions.
When a major milestone is reached, it will be beneficial for the customer to verify and
check off the deliverables received. It may also be a good payment schedule for the
partner. Therefore, the following Milestone Certificate sets the expectation for both
parties.
<The following two Milestone Certificates can be combined into a single one, or split
into more, depending on SOW, payment schedule, and deliverable agreement set
between the customer and partner>
<Partner
Logo>
<Customer> System Design Complete

This Milestone Certificate is made and entered into between <Partner> and
<Customer>, a ______________corporation, with offices located at
_____________________ as of the date of signature, which will be considered
the Planning and Design completion date.
This certificate is issued upon the verification of all planning and design
deliverables, as defined in the SOW <# 1234> and listed below, to be complete
and satisfactory.
Planning and Design Deliverables

a)
b)
c)
d)
Requirement Documents
Network Readiness
Assessment
Site Survey
Operations Readiness
Assessment
<Check
>
<Comments>
<Check
>
<Comments>
<Check
>
<Comments>
<Check
>
<Comments>
e)
Detailed Design
<Check
>
<Comments>
f)
Implementation Plan
<Check
>
<Comments>
g)
Operations Plan
<Check
>
<Comments>
h)
Staging Plan
<Check
>
<Comments>
i)
Migration Plan
<Check
>
<Comments>
j)
Staff Training Plan
<Check
>
<Comments>
k)
Acceptance Test Plan
<Check
>
<Comments>
IN WITNESS WHEREOF, the duly authorized representatives of the parties hereto have given
the approval of satisfaction for all Planning and Design deliverables as defined in the SOW.
<Partner
Logo>
<PARTNER>
<CUSTOMER>
By (signature):
By (signature):
Name (print):
Name (print):
Title:
Title:
Date:
Date:
<Partner
Logo>
<Customer> System Implementation Complete
This Milestone Certificate is made and entered into between <Partner> and
<Customer>, a ______________corporation, with offices located at
_____________________ as of the date of signature, which will be considered
the Implementation completion date.
This certificate is issued upon the verification of all Implementation deliverables,
as defined in the SOW <# 1234> and listed below, to be complete and
satisfactory.
Implementation Deliverables
a)
Network Equipment
Installation
<Check
>
<Comments>
b)
Network Equipment
Configuration
<Check
>
<Comments>
c)
Server Installation
<Check
>
<Comments>
d)
Server Configuration
<Check
>
<Comments>
e)
Applications Installation
<Check
>
<Comments>
f)
Applications configuration
<Check
>
<Comments>
g)
Full System Integration
<Check
>
<Comments>
h)
System Interoperability Test
<Check
>
<Comments>
i)
Customer Acceptance Test
<Check
>
<Comments>
j)
Staff Training
<Check
>
<Comments>
<Check
>
<Comments>
k)
Post Implementation
Support Handoff
<Partner
Logo>
IN WITNESS WHEREOF, the duly authorized representatives of the parties hereto have given
the approval of satisfaction for all Planning and Design deliverables as defined in the SOW.
<PARTNER>
<CUSTOMER>
By (signature):
By (signature):
Name (print):
Name (print):
Title:
Title:
Date:
Date:

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What is the purpose of the milestone certificate?

What is the purpose of the milestone certificate?

What deliverables need to be verified for system design completion?

What deliverables need to be verified for system design completion?

TM

Milestone Certificate Template

Fields are used in the following manner:

Title and SaveDate contained in the footer of the document.

Revised date is the SaveDate field.

Service Practice Templates

Milestone Certificate Template

Service Practice Templates

Milestone Certificate Overview_______________________________________________2

<Customer> System Design Complete_____________________________________________3

Milestone Certificate Overview

<Customer> System Design Complete

Planning and Design Deliverables

Staff Training Plan

Acceptance Test Plan

<Customer> System Implementation Complete

Full System Integration

System Interoperability Test

Customer Acceptance Test

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