M3 Playbook
Agency Modernization and Migration Management (M3)
Modernization and consolidation can be challenging, but you can be successful with sufficient planning and follow-through. M3 is a framework to help agencies achieve successful outcomes and reduce risk during technology and management modernization.
What is the M3 Playbook?
The M3 Playbook segments agency modernizations into discrete phases. Each phase includes objectives and recommended activities grouped across four workstreams - Technology, People, Process, and Program.
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Program Management
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Workforce, Organization, and Stakeholders
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Technology
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Process and Service Delivery
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Assessment
Establish agency vision and business case for modernization -
Readiness
Prepare agency program for modernization, assessing and agreeing to business, functional and technical needs -
Selection
Align agency to a provider based on needs, related directives, and target end state -
Engagement
Conduct planning that includes a fit-gap analysis between provider services and agency needs - finalize the approach for service transition and on-going O&M -
Migration
Configure, test, deploy into new systems, execute concept of operations, and end-state workforce design -
Operations
Deliver and continuously optimize on agency use and provider delivery of services
What is the M3 Playbook?
The Playbook consists of guidance and tools to help agencies plan for and navigate modernization projects. It was developed based on feedback from over 100 Government and industry experts, reflects best practices and lessons learned from prior agency and industry modernizations. It is updated annually.
Download Quick Start GuideMove your Agency Forward with M3
Key Features
70+ Activities
Descriptions for how to apply the M3 framework, including detailed activity steps, inputs, outputs, lessons learned, and stakeholders involved.
20+ Documentation Templates
Documents that aid customers and providers in the completion of activities, and provide key considerations.
View Templates
Documentation Examples
A Connect.gov page that includes sample documentation from previous modernization and migration projects.
View Examples
How does the new vision for Shared Services affect M3?
OMB is designating Quality Service Management Offices (QSMOs) for specific functional areas. The QSMO is the means to standardize processes, reduce the technology footprint, and reduce governmentwide operating costs. The updated M3 Framework represents a set of best practices for engaging with the appropriate QSMO as agencies implement solutions from the QSMO Marketplace.
Customer
Provider
QSMO
Shared
