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M3 Playbook > Phase 3: Engagement > 3.5 Finalize Migration Approach

3.5 Finalize Migration Approach

Program Management

Task Activities

  1. Shared

    Develop an initial Migration Approach and Integrated Master Schedule (IMS) based on Requirements Traceability Matrix (RTM) and timeline requirements

  2. Provider

    Finalize Migration Approach including a release approach based on Business Readiness Assessment and Scope of Services

  3. Customer

    Update the Decommission Plan for system decommissioning post migration

  4. Customer

    Develop detailed design of the retained organization

  5. Shared

    Develop Go/No-Go Criteria to assess readiness for Go-Live. Criteria may include: program readiness, system readiness, workforce readiness, and operational readiness

  6. Shared

    Report updates in governance meetings and Status Reports/Dashboards

3.5 Best Practices

  • Define, agree on, and communicate customer and provider roles and responsibilities prior to the start of implementation through the Provider Agreement and implementation team organization charts and Responsible, Accountable, Consulted, Informed (RACI) Matrix
  • Understand the Provider Agreement services, Service Level Agreements (SLAs), and cost structures and develop relevant metrics to be able to monitor provider performance
  • Leverage an agile approach in the migration and consider phasing the implementation to provide for quick wins
  • Use Provider Agreement to define the roles and responsibilities of the customer, provider, and governance bodies during migration, including decision rights, key activities and reporting procedures
  • Use the IMS to develop the work breakdown structure (WBS) that includes full scope of work for both the customer and provider through the migration. Develop the critical path and align the schedule management process with identified program resources to the Resources Management Plan and Acquisition Strategy

Stakeholders

Customer

  • Executive Sponsor
  • Business Owner
  • Program Manager
  • Functional Lead
  • Contracting Officer
  • Risk Manager
  • PMO Lead
  • PMO Team
  • Technical Lead/Solution Architect

Provider

  • Executive Sponsor
  • Business Owner
  • Program Manager
  • Functional Lead
  • Contracting Officer
  • Risk Manager
  • PMO Lead
  • PMO Team
  • Technical Lead/Solution Architect

Inputs

Outputs

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