WHAT DOES A WINDOWS REFRESH TEAM LOOK LIKE?
A Windows refresh is not a one-person job. Behind every successful deployment is a coordinated team responsible for planning, engineering, asset management, communications, and end-user support.
Meet the Team ↓REFRESH
TEAM
Project Manager
Engineering &Technical
Asset Management
CommunicationsTeam
Help Desk
Meet the Core Windows Refresh Team
Each team plays a critical role in moving the organization from its current operating system to Windows 11. Hover over or tap a card to see the responsibilities and deliverables.
Project Manager
The person responsible for managing the overall project, monitoring deliverables, coordinating resources, and guiding the team throughout the refresh.
Hover or tap to learn more ↻Project Management
- Manage project scope and schedule
- Coordinate cross-functional teams
- Monitor milestones and deliverables
- Track risks, issues, and dependencies
- Manage budget and resources
- Provide stakeholder status reporting
- Lead deployment readiness reviews
- Guide the project through closure
Engineering & Technical
The technical specialists responsible for preparing the operating system, creating deployment packages, validating endpoint readiness, and resolving technical issues.
Hover or tap to learn more ↻Technical Deliverables
- Prepare the Windows 11 OS image
- Build deployment packages
- Configure deployment tools
- Validate endpoint hardware data
- Test application compatibility
- Validate drivers and configurations
- Support pilot deployments
- Troubleshoot deployment failures
Asset Management
The team that identifies which endpoints require an upgrade, determines which devices cannot support Windows 11, and helps track replacements and ownership.
Hover or tap to learn more ↻Asset Deliverables
- Identify in-scope endpoints
- Validate asset inventory records
- Confirm device ownership and location
- Flag hardware-ineligible devices
- Identify replacement requirements
- Track new and existing assets
- Coordinate old-device returns
- Update final inventory records
Communications Team
The team that develops employee communications about the upcoming upgrade and ensures messaging aligns with the organization's communication standards.
Hover or tap to learn more ↻Communication Deliverables
- Create the communication plan
- Prepare upgrade announcements
- Develop employee email templates
- Communicate deployment schedules
- Explain required employee actions
- Follow organizational brand standards
- Coordinate reminders and updates
- Support post-upgrade messaging
Help Desk
The frontline support team that assists employees after deployment. They need documented troubleshooting procedures, knowledge base articles, and escalation paths.
Hover or tap to learn more ↻Support Deliverables
- Prepare knowledge base articles
- Document common upgrade issues
- Establish troubleshooting procedures
- Define technical escalation paths
- Train support representatives
- Provide post-deployment support
- Track incidents and recurring problems
- Support hypercare and stabilization
One Project. Five Core Teams.
The success of a Windows refresh depends on more than the technology.
Each team has its own responsibilities, but every deliverable contributes to the same outcome: a successful deployment.
How the Teams Work Together
These activities overlap throughout the project. A successful refresh requires continuous coordination, not isolated handoffs.
Project Management
Establish scope, schedules, milestones, accountability, and project governance.
Asset Management
Identify endpoints, owners, device locations, and hardware replacement needs.
Engineering
Prepare and test the Windows 11 deployment, then support rollout waves.
Communications
Prepare employees, explain deployment timing, and communicate expectations.
Help Desk
Prepare troubleshooting resources and support users through stabilization.
Is Your Refresh Team Ready?
Use this interactive checklist to confirm that each team has the deliverables and information needed before rollout.
Planning & Technical Readiness
Communications & Support Readiness
THE TECHNOLOGY MATTERS. THE TEAM MAKES IT HAPPEN.
A Windows refresh succeeds when every team understands its responsibilities, dependencies, and deliverables. From planning through post-deployment support, coordination is what keeps the project moving forward.
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