M3 Playbook > Phase 3: Engagement
Phase 3: Engagement
Objective
Conduct detailed planning through a Requirements Fit-Gap Analysis and finalize the implementation roadmap. An Agile approach should be adopted for this phase.
Key Tasks
Program Management
Workforce, Organization, and Stakeholders
Technology
Process and Service Delivery
Exit Criteria (to move into Phase 4)
- Go/No-Go Criteria Approved
- Integrated Master Schedule Drafted
- Migration Approach Finalized
- PMO and Governance Process Integrated
- Requirements Fit-Gap Analysis Completed
- SLAs Defined
Phase 3 Examples:
M3 Examples MAX PagePhase 3 Documentation
The following documentation is developed during Phase 3 and is used to inform the Phase 3 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 Readiness Assessment
- Change Management Plan
- Change Readiness Assessment
- Change Request Form
- Change Request Log
- Communications Plan
- Configuration Management Plan
- Contact Center Strategy
- CooP and Disaster Recovery Plan
- Data Cleansing Plan
- Data Cleansing Scripts
- Data Conversion Plan
- Decommission Plan
- Documented Data Structure and Mapping
- Enhancement Strategy
- Go/No-Go Criteria for Go-Live Assessment
- Governance Plan
- Implementation Approach/Schedule
- Independent Verification & Validation (IV&V) Plan
- Integrated Master Schedule (IMS)
- Interface Strategy
- Labor Relations Strategy
- M3 Risk Assessment Tool
- Migration Approach, including Technical Strategies
- Migration Plan
- Program Charter
- Program Management Plan
- Quality Assurance Surveillance Plan (QASP)
- Requirements Fit-Gap Analysis
- Requirements Management Plan
- Requirements Traceability Matrix (RTM)
- Resource Management Plan
- Risk Management Plan
- Risks, Actions, Issues, and Decisions (RAID) Log
- Service Level Agreements (SLAs)
- Stakeholder Analysis
- Status Reports/Dashboards
- Target State Concept of Operations
- Target State Systems Environment
- Technical Strategy
- Test Plan
- Training Plan
- Validated and Updated As-Is Systems Environment
- Workforce Assessment
