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M3 Playbook > Phase 1: Readiness > 1.2 Establish Initial Customer Program Management Office (PMO) Processes

1.2 Establish Initial Customer Program Management Office (PMO) Processes

Program Management

Task Activities

  1. Customer

    Onboard PMO lead and team to support Phase 1 activities

  2. Customer

    Develop Program Charter

  3. Customer

    Develop Resource Management Plan (including PMO roles and responsibilities)

  4. Customer

    Develop Program Management Plan (including risk, acquisition, cost, communications/stakeholder, and quality)

  5. Customer

    Develop Initial Master Schedule for Phases 1 and 2 activities

  6. Customer

    Develop Independent Verification & Validation (IV&V) Plan

  7. Customer

    Execute onboarding/off boarding activities as defined within the Resource Management Plan

  8. Customer

    Begin executing against Program Management Plan

  9. Customer

    Manage schedule weekly by updating activities, dates, duration, and dependencies in conjunction with activity owners

  10. Customer

    Develop Status Report/Dashboard and report on schedule, issues, and risks

  11. Customer

    Update the Project Business Case

  12. Customer

    Populate the Investment Readiness Checklist

1.2 Best Practices

  • 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 Master Schedule should be flexible and closely monitored for necessary updates
  • Align program resources in the Initial Master Schedule to the Resource Management Plan and Acquisition Strategy. Develop work breakdown structure (WBS), critical path, schedule management process, and identify dependencies
  • Agencies purchasing transaction processing services only should use the M3 Services Tailoring Guide to identify M3 activities and outputs relevant to their project
  • Develop IV&V Plan to independently and proactively identify risks, define reporting structure, integrate governance processes, and establish procedures to incorporate findings
  • Clearly articulate goals and objectives that capture the “why” of the change and a high level statement of future activities



  • Executive Sponsor
  • Program Manager
  • PMO Lead
  • PMO Team, if on boarded


  • Project Business Case
  • Vision Statement


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