M3 Playbook > Phase 2: Selection
Phase 2: Selection
Objective
Conduct due diligence to identify and select the provider based on requirements and initial target end state.
Key Tasks
Program Management
2.1
Select Provider for Engagement
Responsible Party
sharedInputs
- Scope of Services
- Business Capabilities
- Target State Concept of Operations
- Business Needs Workbook
- Acquisition Strategy
- Quality Assurance Surveillance Plan (QASP)
Outputs
- Business Needs Workbook
- Implementation Approach/Schedule
- Cost Estimates
- Investment Action Plan (if applicable)
- Provider Assessment Report (Federal Only)
- Provider Agreement (IAA, if Federal )
- Request for Proposal (RFP) (Commercial Only)
2.2
Update Life Cycle Cost Estimate (LCCE)
Responsible Party
customerInputs
- Life Cycle Cost Estimate (LCCE)
- Business Capabilities
- Target State Concept of Operations
- Target State Systems Environment
- Cost Estimates from Provider
- Scope of Services
Outputs
- Life Cycle Cost Estimate (LCCE)
- Status Reports/Dashboards
2.3
Monitor and Control Program Execution
Responsible Party
customerInputs
- Program Charter
- Program Management Plan
- Initial Master Schedule
- Independent Verification & Validation (IV&V) Plan
- Resource Management Plan
- Governance Plan
- Acquisition Strategy
Outputs
- Acquisition Strategy
- Initial Master Schedule
- Resource Management Plan
- Program Management Plan
- Independent Verification & Validation (IV&V) Plan
- Status Reports/Dashboards
2.4
Maintain and Execute Risk Processes
Responsible Party
customerInputs
Outputs
Workforce, Organization, and Stakeholders
2.5
Design Workforce Outreach
Responsible Party
customerInputs
- Collective Bargaining Agreements
- Stakeholder Analysis
- Workforce Assessment
- Target State Concept of Operations
- Scope of Services
- Change Management Plan
Outputs
- Labor Relations Strategy
- Status Reports/Dashboards
2.6
Solidify Change Management Plan
Responsible Party
customerInputs
- Labor Relations Strategy
- Change Readiness Assessment
- Change Management Plan
- Communications Plan
Outputs
- Change Readiness Assessment
- Change Management Plan
- Communications Plan
- Status Reports/Dashboards
Technology
2.7
Conduct Initial Data Cleansing Activities
Responsible Party
customerInputs
- Data Cleansing Plan
- Data Quality Assessment Results
Outputs
- Data Cleansing Plan
- Data Cleansing Scripts
- Status Reports/Dashboards
2.8
Develop a Decommission Plan
Responsible Party
sharedInputs
Outputs
- Decommission Plan
Process and Service Delivery
2.9
Understand As-Is Business Processes
Responsible Party
customerInputs
- Existing As-Is Process Documentation
Outputs
- Business Process Reengineering Strategy
- Validated As-Is Process Maps
- Status Reports/Dashboards
Exit Criteria (to move into Phase 3)
- Business Needs Workbook
- Communications to Stakeholder Delivered
- Data Cleansing Commenced
- Initial Master Schedule Updated
- LCCE
- Mitigation Plans in Place for Major Risks/Issues
- Provider Agreement
- Provider Selected
- Staffing Plan Ready for Execution
Phase 2 Examples:
M3 Examples MAX PagePhase 2 Documentation
The following documentation is developed during Phase 2 and is used to inform the Phase 2 Progress Review discussion. Agencies purchasing transaction processing services only will identify relevant activities and examples for their project using the M3 Services Tailoring Guide.
- Acquisition Strategy
- Business Needs Workbook
- Business Process Reengineering Strategy
- Change Management Plan
- Change Readiness Assessment
- Communications Plan
- Cost Estimates
- Data Cleansing Plan
- Data Cleansing Scripts
- Decommission Plan
- Governance Plan
- Implementation Approach/Schedule
- Independent Verification and Validation (IV&V) Plan
- Initial Master Schedule
- Labor Relations Strategy
- Life Cycle Cost Estimate (LCCE)
- M3 Risk Assessment Tool
- Program Management Plan
- Provider Agreement
- Provider Assessment Report (Federal Only)
- Request for Proposal (RFP) (Commercial Only)
- Resource Management Plan
- Risk Management Plan
- Risks, Actions, Issues, and Decisions (RAID) Log
- Stakeholder Analysis
- Status Reports/Dashboards
- Target State Concept of Operations
- Validated As-Is Process Maps
