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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 3: Engagement
3.6 Finalize Migration Approach
3.5 Maintain and Execute Risk Processes
3.7 Update LCCE for Migration and O&M
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Develop Migration Approach, schedule, and cost based on fit-gap analysis and enter into Migration Phase IAA/Contract.

Phase 3 GuidanceLegend - Customer, Provider, Shared
Activities
1. Develop an initial Migration Approach and Integrated Master Schedule (IMS) based on Requirements Traceability Matrix (RTM) and timeline requirements (S)
2. Finalize Migration Approach including a release approach based on fit-gap analysis and finalized Scope of Services (P)
3. Update plan for system decommissioning post migration (C)
4. Develop detailed design of the retained organization (C)
5. Develop draft IAA (Federal only) for Phase 4 migration activities with scope of services, including cost estimates, based on the Migration Approach and schedule (P)
6. Prepare Intent to Exercise Migration Option (Commercial only) (C)
7. Develop Go/No-Go Criteria to assess readiness for Go-Live. Criteria may include: program readiness, system readiness, workforce readiness, and operational readiness (S)
8. Report updates in governance meetings and Status Reports/Dashboards (S)

Inputs
• RTM
• Gap Analysis Report
• Data Conversion Strategy
• Test Strategy
• Decommission Plan

Outputs
• Migration Phase IAA Terms and Conditions (Federal Only)
• Intent to Exercise Migration Option (Commercial)
• Migration Approach, including Technical Strategies 		• Go/No-Go Criteria for Go-Live Assessment
• IMS
• Decommission Plan
Stakeholders
• Executive Sponsor (C, P)
• Business Owner (C, P)
• Program Manager (C, P)
• PMO Lead (C, P)
• PMO Team (C, P)
• Functional Lead (C, P)
• Technical Lead/Solution Architect (C, P)
• Contracting Officer (C, P)

Best Practice
• Define, agree on, and communicate customer and provider roles and responsibilities prior to the start of implementation through the IAA and implementation team organization charts and Responsible, Accountable, Consulted, Informed (RACI) Matrix
• Understand the IAA services, Service Level Agreements (SLAs), and cost structures and develop relevant metrics to be able to monitor provider performance, and cost structures and develop relevant metrics to be able to monitor provider performance
• Set up the Service Level Agreement to foster a mutually beneficial relationship. Make sure that both the provider and the customer are clear on expectations of success defined in Activity 1.6
• Leverage an agile approach in the migration and consider phasing the implementation to provide for quick wins