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M3 Playbook > Phase 0: Assessment > 0.1 Define Vision
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0.1 : Define Vision

Program Management
  1. Customer

    Identify opportunity areas for strategic improvement through modernization of services and technology

  2. Customer

    Create a Draft Vision Statement and Objectives for modernization effort

  3. Customer

    Select optimal modernization path (in-house/service-based) (review Embarking On Shared Services Strategies Tool)

  4. Customer

    Identify in-scope service area(s) using the Federal Integrated Business Framework (FIBF) website (e.g. financial management, human capital, contract writing, grants management, travel)

  5. Customer

    Identify in-scope function(s) from service area list provided through FIBF website

  6. Customer

    Define Scope of Services (modernizing to "as-a-service" IT, transaction processing, both)

  7. Customer

    If a marketplace solution, conduct initial market research to identify currently available services

  8. Shared

    If a marketplace solution and no previous engagement has occurred, coordinate with QSMOs for costing information, additional detail, and Investment Action Planning (IAP) discussions

    customer
    qsmo
  9. Customer

    If a mandated centralized solution, conduct initial research to understand centralized service offering

  10. Customer

    Evaluate the interoperability needs of the service and how it interacts with other services

  11. Customer

    Establish internal leadership agreement on expected benefits from the service / system being acquired

  12. Customer

    Determine High Level Timelines for modernization

0.1 Lessons Learned

  • Conduct a visioning session with organization executives.
  • Define the following if hosting a visioning session with key stakeholders: vision statement and objectives, identify which service areas will be migrated to a common solution, identify service provider functions available through the FIBF, establish understanding of expected benefits and high level timelines
  • To help prepare and facilitate a visioning session, the following documents can be used: search “Establish or Update your Vision Statement” on pic.gov to define vision, leverage the Goal Playbook to create goals

Stakeholders

Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.

Customer

  • Executive Sponsor
  • Organization Executives (CXOs)
  • Program Manager
  • PMO Lead, if on-boarded

QSMO

  • QSMO

Inputs

  • Government-wide Standards defined through the FIBF website

Outputs

  • Vision Statement
  • In-scope Service Area(s) and Function(s)
  • Expected Benefits
  • High Level Timelines
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