M3 Playbook > Phase 3: Engagement > 3.5 Finalize Implementation Approach
3.4 Maintain and Execute Risk Processes
3.6 Engage with Workforce
3.5 : Finalize Implementation Approach
Program Management
Objective
Finalize Implementation Approach, schedule, and cost based on Business Readiness Assessment.
View Lessons LearnedRecommended Best Practices
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Shared
Draft Implementation Approach and Integrated Master Schedule based on requirements & timeline
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Provider
Finalize Implementation Approach and release plan based on Business Readiness & Services Scope
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Customer
Update Decommission Plan for system decommissioning post implemtation
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Customer
Develop design of the retained organization
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Shared
Develop Go/No-Go Criteria to assess go-live readiness across program, system, workforce & operations
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Shared
Report updates in leadership / governance meetings and in Status Reports/Dashboards
3.5 Lessons Learned
- Clearly communicate customer agency / provider roles before implementation using agreements, org charts, and RACI matrix
- Understand service scope, SLAs, and cost structures in the agreements
- Set metrics to track shared performance responsibilities
- Apply an agile approach and consider phased implementation to achieve quick wins
- Use Provider Agreement to outline Provider / Customer Agency roles, decision rights, key activities, and reporting
- Build work breakdown structure (WBS) in the IMS to capture implementation scope; align schedule and critical path with resource planning and acquisition strategy
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
- 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
- Requirements Traceability Matrix (RTM)
- Business Readiness Assessment
- Decommission Plan
Outputs
- Implementation Approcah / Technical Strategies
- Go/No-Go Criteria for Go-Live
- Integrated Master Schedule (IMS)
- Decommission Plan
- Status Reports/Dashboards
