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M3 Framework Introduction M3 Framework 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
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Customer Readiness Phase 3: Engagement Phase 4: Migration Phase 5: Operations
M3 Playbook > Phase 1: Readiness
1.1 Establish Initial Customer PMO and Processes
1.2 Establish Customer Governance Structure & Processes

Objective: Establish a customer Program Management Office (PMO) structure as well as supporting PMO processes to manage and oversee program activities.

Phase 1 GuidanceLegend - Customer, Provider, Shared
1. Onboard PMO lead and team to support Phase 1 activities (C)
2. Develop charter for program (C)
3. Develop HR/Staffing Plan (including PMO roles and responsibilities)(C)
4. Develop Program Management Plan (including risk, procurement, cost, communications/stakeholder, and quality) (C)
5. Develop Initial Master Schedule for Phases 1 and 2 activities (C)
6. Develop Independent Verification & Validation (IV&V) Plan (C)
7. Execute onboarding/off boarding activities as defined within the HR/Staffing Plan (C)
8. Begin executing against Program Management Plan (C)
9. Manage schedule weekly by updating activities, dates, duration, and dependencies in conjunction with activity owners (C)
10. Develop status report and report on schedule, issues, and risks (C)

• Business Case
• Vision

• Program Charter
• HR/Staffing Plan
• Program Management Plan
• Initial Master Schedule
• IV&V Plan
• Status Reports/Dashboards
• Executive Sponsor (C)
• Program Manager (C)
• PMO Lead (C)
• PMO Team, if on boarded (C)

Best Practice
• Establish the necessary PMO structure, staff and processes upfront as it will set the stage for the remainder of the migration
• Maintain the same key personnel throughout the program
• Develop Program Charter with a defined scope upfront based on the agreed upon vision; the Initial Schedule should be flexible and closely monitored for necessary updates
• Develop IV&V Plan to independently and proactively identify risks
• Establish a shared vision with a sense of urgency based on data
• Clearly articulate goals and objectives that capture the "why" of the change and a high level statement of future activities
• Ensure adequate scheduling and accounting for each step of the plan