o Step One: Understand the History – Collect Historical Information and Review Past Renewals, Pricing

o Step Two: Understand the Future  Collect Business Requirements ; Examine Business Trends and Future Needs ; What Has Changed With Microsoft? ; Pricing ; Security Licensing ; Windows Server Licensing ; The Rise of AI ; Having Fail; Budget and Pricing Expectations ; Explore Migrations and Retirements (What Can You Get Rid of?)

o Step Three: Build the Plan;  Identify Growth Areas ; Identify Reduction Areas ; Find the Low-Hanging Fruit (What is Easiest to Change?) ; Find the Top of the Tree (What is Hardest to Change/Unchangeable?)