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Resume Portfolio - Live Build - TAMLIFE V.1.5

Releasing the following documents in August, '19

 • 30-60-90 Plan • (Released August 2)


 • 100-180 Extended Plan • 

 

• Personal Learning and Development Plan • 


• Continuous Improvement Plan • 


 • Service Delivery Goals • 


 • Service Delivery Design/Outline • 


 • Account Management Best Practices •


 • Customer Relationship and Account Management Engagement Schedule  •  

During an interview, we'll review my All-in-One TAM Resume Portfolio & Playbook + SDLC docs.

During an interview, we'll review my All-in-One TAM Resume Portfolio & Playbook + SDLC docs.

TAM Learning Portfolio

A Sales Engineer/TAM should be motivated to learn outside of work and school. The documents below detail my endeavors to continuously grow.


This list includes:

   •  Certified ScrumMaster Class and Cert Info  

•  Complete, Current, & Future Classes at Western Governors University

  •  Microsoft Trainings/Certs

  •  Dale Carnegie Class Info

  •  Harvard Business School Info

•   Prosci© Course info

TAM Learning - Certified ScrumMaster - Scrum Alliance (docx)Download
TAM Learning - Business of IT - Applications (ITIL) - WGU (docx)Download
TAM Learning - Business of IT - Project Managment (CompTIA Project+) - WGU (docx)Download
TAM Learning - Critical Thinking and Logic - WGU (docx)Download
TAM Learning - Spreadsheets - WGU (docx)Download
TAM Learning - Ethical Situations in Business - WGU (docx)Download
TAM Learning - Azure Fundamentals - Microsoft (docx)Download
TAM Learning - Microsoft 365 Fundamentals - Microsoft (docx)Download
TAM Learning - Software Asset Management - Microsoft (docx)Download
TAM Learning - Winning with Relationship Selling - Dale Carnegie (docx)Download
TAM Learning - Negotiation Mastery - Harvard Business (docx)Download
TAM Learning - Change Management - Prosci (docx)Download
TAM Learning - Integrating Agile and Change Management - Prosci (docx)Download

TAM Review

 A prospective TAM (At Microsoft) should have a good understanding of the company and position. I've researched the TAM role fully and I am prepared to accept an offer.


 This list includes: Basic reviews of the position, company, and an overview of the Microsoft Premier Support deck.

TAM Review - Glassdoor (docx)Download
TAM Review - Job Listing (docx)Download
TAM Review - Premier Partner Support FAQ (docx)Download
TAM Review - Premier Partner Support Plan (xlsx)Download
TAM Review - Product Roadmap Dynamics 365 (docx)Download

TAM Development Plans

Coming Soon! I am writing these while studying for Project+ 

(Empty Drafts) - Release: August

TAM Development - 30-60-90 (docx)Download
TAM Development - 100-180 Extended Plan (docx)Download
TAM Development - Continuous Improvement (docx)Download
TAM Development - Personal Learning and Development (docx)Download

TAM Service Delivery

  Coming Soon! I am writing these while studying for Project+  

(Empty Drafts) - Release: August

TAM Service Delivery - Account Management Best Practices (docx)Download
TAM Service Delivery - Customer Relationship and Account Management Engagement Schedule (docx)Download
TAM Service Delivery - Service Delivery Goals (docx)Download
TAM Service Delivery - Service Delivery Outline (docx)Download

Post On LinkedIn

Service Delivery Management - Account Managers do what exactly?

Microsoft TAM: Responsibilities

 

Microsoft  Enterprise Services help customers realize their full potential through  accelerated adoption and productive use of Microsoft technologies and  solutions to meet their individual and unique business needs. We are a  team of exceptional people who deliver world class services with  partners, earning customer confidence, trust, and loyalty by Improving  the overall Customer and Partner Experience, serving as the customer  advocates within Microsoft and driving customer-centric product improvement. 


 

The  Premier Technical Account Manager (TAM) acts as a trusted business  advisor to Microsoft’s Premier Support customers, providing Premier  Support Services aligned to the customer’s priorities in order to  maximize the business value of their Microsoft investment. The TAM is  the only front-line customer facing support role within the Services  organization. The TAM is responsible for the overall growth, quality and satisfaction of the customer’s support services relationship. A successful TAM consistently exhibits the following attributes:  


CUSTOMER – Creates a trusted advisor relationship  with key stakeholders within the customer organization, including the  IT Directors, CTO, CIO and LOB leaders as well as technology  professionals
 
The  TAM demonstrates a deep understanding of the market forces affecting  our customers and offers insight into new ways Microsoft can provide  greater value. The TAM must be a change agent by articulating the case  for change and helping the customer realize the improved business impact of appropriate use of Microsoft Support services.  

BUSINESS  –The TAM is responsible for sustainable growth through routinely  partnering with Services Sales and other Services personnel to  strategize on ways to create new opportunities within the accounts they  service. The TAM is responsible for the profitability of our services  through portfolio management including contract consumption, contribution margin, operational expense management, and revenue growth, all in a manner consistent with Microsoft’s legal, fiscal and personnel policies.  

DELIVERY  – The TAM must be proficient in understanding the entire support  services portfolio and can articulate the value of these services to our  customers. The TAM will partner with our customers to ascertain their  IT priorities in order to set a long-term strategy for service delivery  that aligns to their business objectives. The TAM must be literate and  conversant on the Microsoft technology, method and procedures for its  application. The TAM is responsible for excellent delivery of services  across entire support lifecycle, including Service Delivery Planning, Service Delivery Management, Incident Management / Escalations and Proactive Remediation Services.  

LEADERSHIP  – This role requires strong communications skills and imaginative, bold  thinking in all situations. The TAM must be able to lead teams  comprised of Microsoft, Partner and customer resources engaged in the  delivery of complex solutions that result in a One Microsoft approach. The TAM must display Executive presence and confidence to manage executive relationships internally and with the customer to create business transformation.

It all starts with knowing your product, then understanding how your solutions can be "embedded."

It all starts with knowing your product, then understanding how your solutions can be "embedded."

TAM Research Docs

An Aspiring TAM must demonstrate deep understanding of market forces affecting customers and be able to offer insight into new ways Microsoft can provide greater value. The below list represents a snapshot of the resources I am analyzing to prepare for this role.

Cloud Adoption Study (docx)Download
Intro to Premier Support (ppt)Download
Planning Services Delivery (pptx)Download
Proposal for Microsoft Premier Services (pdf)Download
Rethinking Service Management (pdf)Download
Scrum Guide (pdf)Download
Premier Support Story for Spark NZL (PDF)Download
Premier support Story for Navisite (pdf)Download

Analysis (More coming July - Sept '19)

What is a TAM (docx)Download

Industry Research

Microsoft 2018_Annual_Report (docx)Download
Microsoft 2018_Shareholder_Letter (docx)Download
Cloud Adoption for Midsize Businesses (pdf)Download
Comparing Services - The Big Three Providers (pdf)Download
Enterprise IT Trends 2019 (pdf)Download

Books: Reading for Life (List updated Monthly)

Done

  •   The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change - Covey, Stephen R.  (x10 read)

  •  Conversations that Get Results and Inspire Collaboration: Engage Your Team, Your Peers, and Your Manager to Take Action - Shawn Kent Hayashi

  •    Quiet Strength: The Principles, Practices, and Priorities of a Winning Life - Tony Dungy and Nathan Whitaker

  •    Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future - Ashlee Vance

  •   AUDIBLE -  Imagine It Forward  - Beth Comstock, Tahl Raz 

  •   AUDIBLE -  The Power of Now  - Eckhart Tolle 

 •   AUDIBLE -  A New Earth  - Eckhart Tolle 

 •   AUDIBLE -  The 7 Habits of Highly Effective People & The 8th Habit (Special 3-Hour Abridgement)  - Stephen R. Covey 

 •   AUDIBLE -  The 7 Habits of Highly Effective People  - Stephen R. Covey 

 •   AUDIBLE -  Power Moves  - Adam Grant 

 •   AUDIBLE -  Rich Dad Poor Dad  - Robert T. Kiyosaki 

 •   AUDIBLE -  The Plant Paradox  - Steven R. Gundry MD 

•   AUDIBLE -  Hi Bob!  - Bob Newhart 

•   AUDIBLE -  Agile - Jason Bennett, Jennifer Bowen 

•   AUDIBLE -  Speaking As a Leader  - Judith Humphrey 

In-Progress

  •  A Guide to the Project Management Body of Knowledge (PMBOK® Guide)–Sixth Edition - Project Management Institute  

  •   Crossing the Chasm  - Geoffrey A. Moore 

  • The Motley Fool Investment Guide: Third Edition: How the Fools Beat Wall Street's Wise Men and How You Can Too - by Tom Gardner and David Gardner

  •  AUDBILE -  Woo, Wow, and Win  - Thomas A. Stewart, Patricia O'Connell 

  •  AUDIBLE -  Imagine It Forward  - Beth Comstock, Tahl Raz 

On-Deck

  •   The Fast Forward MBA in Project Management (4th Edition)– by Eric Verzuh 

  •   The Checklist Manifesto: How to Get Things Right , Gawande, Atul

  •  The First 90 Days: Critical Success Strategies for New Leaders at All Levels - Michael Watkins

  •  Crucial Conversations: Tools for Talking When Stakes Are High - Kerry Patterson , Joseph Grenny

  •  301 Best Questions to Ask on Your Interview, Second Edition - by John Kador 

  •  AUDIBLE -  The Laws of Human Nature  - Robert Greene 

Backlog

  •   A Smarter Way to Learn Python: Learn it faster. Remember it longer. -  Myers, Mark  

  •  Starting a Business QuickStart Guide: The Simplified Beginner’s  Guide to Launching a Successful Small Business, Turning Your Vision into  Reality, and Achieving Your Entrepreneurial Dream  - Colwell PhD MBA, Ken  

  •  Python Crash Course: A Hands-On, Project-Based Introduction to Programming - Matthes, Eric  

  •  Automate the Boring Stuff with Python: Practical Programming for Total Beginners  -Sweigart, Al

  •  Learn Windows PowerShell in a Month of Lunches      

   Jones, Donald W.  

  • Adulting: How to Become a Grown-up in 535 Easy(ish) Steps - Kelly Williams Brown 

 


Books: Agile Reading LisT

  •  The Scrum Guide, November 2017 update: http://scrumguides.org/docs/scrumguide/v2017/2017-Scrum-Guide-US.pdf#zoom=100


  •  Scrum origins: The Harvard Business Review paper that originally used “Scrum" as an analogy for self-organizing team ingenuity:

https://hbr.org/1986/01/the-new-new-product-development-game


  •  Agile Forecasting and Agile Contracts

Macro Measurements (forecasting for agile development):  http://scrumreferencecard.com/MacroMeasurementWhitepaper.pdf


  •  Agile Contracts: The Evolutionary Contract Model (Scrum Gathering London 2011 presentation by Susan Atkinson): https://www.agileconference.org/wp-content/uploads/2011/06/The-Evolutionary-Contract-Model.pdf

Making Scrum Stick in Regulated Industries (Agile Agile 2013 presentation by Laszlo Szalvay and Pat Reed.) Pat Reed is working to promote updates to Generally Accepted Accounting Practices (GAAP) to recognize & accommodate agile development approaches.

https://submissions.agilealliance.org/system/sessions/attachments/000/000/072/original/2013_Scrum_GRC_Final_7_28.pdf


  •  Continuous Design/Integration/Emergent Architecture & Design

A short continuous design/emergent design/emergent architecture paper is here: http://www.martinfowler.com/ieeeSoftware/continuousDesign.pdf

Continuous Integration is discussed here:  http://martinfowler.com/articles/continuousIntegration.html


  •  Refactoring: Improving The Design of Existing Code, Martin Fowler, 1999


  •  Craig Larman (of Scaling Lean & Agile Development fame) on Emergent Architecture & Design: http://www.less.works/less/technical-excellence/architecture-design.html


  •  UX Design and Scrum - Where does UX Design fit with Scrum? http://blogs.collab.net/agile/is-ui-work-or-requirements#.Vg6E5Ka4AZg


  •  Large-Scale Scrum - www.less.works

http://www.infoq.com/articles/large-scale-scrum-jomorgan


Organizational Transformation

  •  Flow: The Psychology of Optimal Experience, Mihaly Csikszentmihalyi, 1990

  •  Slack: Getting Past Burnout, Busywork, and the Myth of Total Efficiency, Tom DeMarco, 2001

  •  Group Genius: The Creative Power of Collaboration, Keith Sawyer, 2007

  •  Agile Retrospectives: Making Good Teams Great, Derby/Larsen, 2006

  •  Dan Pink's TED Talk in 2009 summarizing his arguments he later published in his 2011 book, Drive: The Surprising Truth About What Motivates Us: https://www.youtube.com/watch?v=rrkrvAUbU9Y


Agile Product Development

  •  Scaling Lean & Agile Development, Craig Larman and Bas Vodde, 2008

  •  Extreme Programming Explained, Kent Beck, 2000

  •  Test Driven Development: By Example, Kent Beck, 2003

  •  Working Effectively with Legacy Code, Michael Feathers, 2004


Evidence that Performance Reviews, Incentive Pay, and other typical HR practices  may harm your business

  •  What HR Doesn’t Know About Scrum: http://scrumreferencecard.com/WhatHRDoesntKnowAboutScrum_BetterSoftwareMagazine.pdf


  •  Punished by Rewards: The Trouble with Gold Stars, Incentive Plans, A's, Praise, and Other Bribes, Kohn, 1993

  •  Abolishing Performance Appraisals: Why They Backfire and What To Do Instead, Coens/Jenkins, 2000


  •  Popular Personality Test MTBI may not yet be able to support the claims its promoters make:

https://www.researchgate.net/publication/232494957_Cautionary_comments_regarding_the_Myers-Briggs_Type_Indicator


Antipatterns: Behaviors to Avoid! 

  •  Mini-waterfalls within or across Sprints: The Staggered Iterative Waterfall, parts 1 and 2

https://kanemar.wordpress.com/2005/11/03/the-staggered-iterative-waterfall-anti-pattern-part-1/#more-6

https://kanemar.wordpress.com/2005/11/11/the-staggered-iterative-waterfall-anti-pattern-part-2/#more-5


  •  Product Owner as glorified BA and other proxies

https://kenschwaber.wordpress.com/2011/01/31/product-owners-not-proxies/

TAM Research Docs

An Aspiring TAM must demonstrate deep understanding of market forces affecting customers and be able to offer insight into new ways Microsoft can provide greater value. The below list represents a snapshot of the resources I am analyzing to prepare for this role.

Cloud Adoption Study (docx)Download
Planning Services Delivery (pptx)Download
Proposal for Microsoft Premier Services (pdf)Download
Rethinking Service Management (pdf)Download
Scrum Guide (pdf)Download
Premier Support Story for Spark NZL (PDF)Download
Premier support Story for Navisite (pdf)Download

TAM Service Delivery

 

TAM Service Delivery - Account Management Best Practices (docx)Download
TAM Service Delivery - Customer Relationship and Account Management Engagement Schedule (docx)Download
TAM Service Delivery - Service Delivery Goals (docx)Download
TAM Service Delivery - Service Delivery Outline (docx)Download

Analysis (More coming July - Sept '19)

What is a TAM (docx)Download

TAMLife

Understanding the TAM

Testimonials and References

Understanding the TAM

Link to repository of public-facing documents about the TAM's SDLC and my vision of success.


Successful candidates don't stop at understanding the position they're interviewing for. They  gain a thorough, high-level understanding of the business and learn how their desired position contributes to the organization's strategy.

Career Path

Testimonials and References

Understanding the TAM

In connection to my PDP, this will link to a long-term career path, laying out how I plan to use my education to empower others to change the world. 


The  most valuable candidate will think outside the box and have a vision  beyond the role they’re applying for. This vision extends to where they  want to grow within the company and their career.

Testimonials and References

Testimonials and References

This will link to a collection of references, recommendation letters (see image above!) and LinkedIn referrals.


 Be prepared to answer questions related to professional relationships you maintained with former supervisors and colleagues. 

Creating Desire

This will link to a doc explaining where my internal motivation comes from and how my growth mindset helps others increase their potential by working through or with me.


  

We  look for a strong desire to learn, intelligence, a passion for  technology, a willingness to work hard, rock-solid skills, an  entrepreneurial spirit, and a desire to be the best. 

My Solutions

This will link to a page on best practices - part of the document created above named "Account Management Best Practices"


 

 Be  prepared to speak about how you solved a job-specific issue, design  question, or problem-solving puzzle. We're interested in how your mind  works, how you find solutions, and how you articulate your thought  process. 

The Industry Today

This will link to Microsoft pages on where they are in the industry for reference and review purposes. (see industry research)



 Great  candidates have an idea of what's happening in the tech industry. It's  good to know what Microsoft is doing well, and how we can make ourselves stand out from the competition. 

TAM Learning Portfolio

A Sales Engineer/TAM should be motivated to learn outside of work and school. The documents below detail my endeavors to continuously grow.


This list includes:

   •  Certified ScrumMaster Class and Cert Info  

•  Complete, Current, & Future Classes at Western Governors University

  •  Microsoft Trainings/Certs

TAM Learning - Certified ScrumMaster - Scrum Alliance (docx)Download
TAM Learning - Business of IT - Applications (ITIL) - WGU (docx)Download
TAM Learning - Business of IT - Project Managment (CompTIA Project+) - WGU (docx)Download
TAM Learning - Critical Thinking and Logic - WGU (docx)Download
TAM Learning - Spreadsheets - WGU (docx)Download
TAM Learning - Ethical Situations in Business - WGU (docx)Download
TAM Learning - Azure Fundamentals - Microsoft (docx)Download
TAM Learning - Microsoft 365 Fundamentals - Microsoft (docx)Download
TAM Learning - Software Asset Management - Microsoft (docx)Download
TAM Learning - Winning with Relationship Selling - Dale Carnegie (docx)Download
TAM Learning - Negotiation Mastery - Harvard Business (docx)Download
TAM Learning - Change Management - Prosci (docx)Download
TAM Learning - Integrating Agile and Change Management - Prosci (docx)Download

TAM Development Plans

Coming Soon! I am writing these while studying for ITIL

(Empty Drafts) - Release: September-November

TAM Development - 30-60-90 (docx)Download
TAM Development - 100-180 Extended Plan (docx)Download
TAM Development - Continuous Improvement (docx)Download
TAM Development - Personal Learning and Development (docx)Download

TAMLife V.1.5

Understanding the TAM

Testimonials and References

Understanding the TAM

Link to repository of public-facing documents about the TAM's SDLC and my vision of success.


From Microsoft:

We've noticed that successful candidates don't stop at understanding the position they're interviewing for. They  gain a thorough, high-level understanding of Microsoft as a business  and learn how their desired position contributes to working as one to  empower billions. 

Career Path

Testimonials and References

Understanding the TAM

In connection to my PDP, this will link to a long-term career path, laying out how I plan to use my education to empower others to change the world. 


 From Microsoft: 

The  most valuable candidate will think outside the box and have a vision  beyond the role they’re applying for. This vision extends to where they  want to grow within Microsoft. Read about different career paths by  visiting Microsoft Life.

Testimonials and References

Testimonials and References

This will link to a collection of references, recommendation letters (see image above!) and LinkedIn referrals.


 From Microsoft: 

 Be prepared to answer questions related to professional relationships you maintained with former supervisors and colleagues. 

Creating Desire

This will link to a doc explaining where my internal motivation comes from and how my growth mindset helps others increase their potential by working through or with me.


  From Microsoft: 

We  look for a strong desire to learn, intelligence, a passion for  technology, a willingness to work hard, rock-solid skills, an  entrepreneurial spirit, and a desire to be the best. 

My Solutions

This will link to a page on best practices - part of the document created above named "Account Management Best Practices"


 From Microsoft:  

 Be  prepared to speak about how you solved a job-specific issue, design  question, or problem-solving puzzle. We're interested in how your mind  works, how you find solutions, and how you articulate your thought  process. 

The Industry Today

This will link to Microsoft pages on where they are in the industry for reference and review purposes. (see industry research)


 From Microsoft:  

 Great  candidates have an idea of what's happening in the tech industry. It's  good to know what Microsoft is doing well, and how we can make ourselves stand out from the competition. 


Copyright © 2025 GowenPlaces - All Rights Reserved.  Personal R&D lab operated independently of Geoff Owen’s full-time employer. See the Independence Statement for details. 

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