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M3 Framework Introduction M3 Framewrk Overview M3 Phase 0 - Assessment M3 Phase 1 - Readiness M3 Phase 2 - Selection M3 Phase 3 - Engagement M3 Phase 4 - Migration M3 Phase 5 - Operations M3 Resources
M3 Playbook > Phase 0: Assessment
0.1 Define Vision
0.2 Develop Major IT Business Case
Objective: Define vision and objectives for the Modernization or Migration to Common Solution.

Phase 0 GuidanceLegend - Customer, Provider, Shared
1. Create Vision Statement and Objectives of modernization or migration (C)
2. Identify in-scope service area(s) (i.e. financial management, human capital, procurement, grants management, travel) (C)
3. Identify in-scope function(s) from service area list provided through the Federal Integrated Business Framework (FIBF) website (C)
4. Begin to define Scope of Services (i.e. modernizing to shared system, migrating to shared transaction processing service(s), or both) (C)
5. Define Expected Benefits from the Service and/or System being acquire (C)
6. Determine High Level Timelines for modernization or migration (C)

• Government-wide Standards defined through the FIBF

• Vision Statement
• In-scope service area(s) and function(s)
• Expected Benefits
• High level Timelines
• Executive Sponsor (C)
• Organizational Executives (CXOs) (C)
• Program Manager (C)
• PMO Lead, if on-boarded (C)

Best Practice
• Leverage an outside group for facilitation of visioning session with organization executives. Consider contacting for facilitation services