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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
M3 Playbook > Phase 1: Readiness
1.4 Conduct Procurement Planning
1.3 Establish Customer Risk Processes
1.5 Develop Lifecycle Cost in the Business Case
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Customer Readiness Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Develop approach and plan to procure products and services for customer planning and to support activities for which customer is responsible throughout the migration.

Phase 1 GuidanceLegend - Customer, Provider, Shared
1. Define procurement needs and associated timelines for the program which may include support for program management, change management, business process-engineering, data management, interface development, and integration (C)
2. Collaborate with category manager to identify acquisition strategy (C)
3. Develop a plan that documents the approach for program procurement for support services as well as provider migration and operations and maintenance (O&M) (C)
4. Develop Quality Assurance Surveillance Plan (QASP) and approach to monitor metrics and performance of provider during the migration (C)
5. Develop Requests for Proposals (RFPs), Requests for Quotes (RFQs), Requests for Information (RFIs), and Performance Work Statements (PWSs) to procure support or other services for activities the customer will be performing (C)
6. Obtain contract support through Phases 1 and 2 (C)
7. Report changes to Procurement Plans in governance meetings and Status Reports/Dashboards (C)

• Program Charter
• Governance Charter
• Program Management Plan
• Updated Life Cycle Cost Estimate (LCCE)

• Procurement Plan
• Executive Sponsor (C)
• Business Owner (C)
• Program Manager (C)
• PMO Lead (C)
• PMO Team (C)
• Contracting or Procurement Officer (as needed)(C)

Best Practice
• Identify personnel with critical skill sets and align them with specific program activities; bring on subject matter experts (SMEs) and information technology (IT) personnel early to ensure a successful migration in later phases
• Define people, budget, and contracts before beginning implementation activities; align activities to specific resources in the Initial Schedule
• Map the agency system development lifecycle (SDLC), if existent, to the M3 framework to identify appropriate agency documentation and templates that can be adapted in order to minimize re-work