Skip to main content

M3 Framework - Introduction M3 Framework - Overview Phase 0 - Assessment Phase 1 - Readiness Phase 2 - Selection Phase 3 - Engagement Phase 4 - Migration Phase 5 - Operations Resources
M3 Playbook > Phase 1: Readiness
1.1 Establish Initial Customer PMO and Processes
1.2 Establish Customer Governance Structure & Processes
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Customer Readiness Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective:   Establish a customer PMO structure as well as supporting PMO processes to manage and oversee program activities.

   Phase 1 GuidanceResponsible Party - Customer, Provider, Shared
1. Onboard PMO lead and team to support Phase 1 activities (C)
2. Develop charter for program (C)
3. Develop HR/Staffing Plan (including PMO roles and responsibilities)
4. Develop Program Management Plan (including risk, procurement, cost, communications/stakeholder, and quality) (C)
5. Develop Initial Schedule for Phases 1 and 2 activities (C)
6. Develop IV&V Plan (C)
7. Execute onboarding/off boarding activities as defined within the HR/Staffing Plan (C)
8. Begin executing against Program Management Plan (C)
9. Manage schedule weekly by updating activities, dates, duration, and dependencies in conjunction with activity owners (C)
10. Develop status report and report on schedule, issues, and risks (C)

Inputs Test
• Business Case
• Vision

• Program Charter
• HR/Staffing Plan
• Program Management Plan
• Initial Schedule
• IV&V Plan
• Status Reports/Dashboards
Stakeholders Update
• Executive Sponsor (C) • Program Manager (C)
• PMO Lead (C)
• PMO Team, if on boarded (C)

Best Practice
• Establish the necessary PMO structure, staff and processes upfront as it will set the stage for the remainder of the migration
• Maintain the same key personnel throughout the program
• Develop Program Charter with a defined scope upfront based on the agreed upon vision; the Initial Schedule should be flexible and closely monitored for necessary updates
• Develop IV&V Plan to independently and proactively identify risks
• Establish a shared vision with a sense of urgency based on data
• Clearly articulate goals and objectives that capture the "why" of the change and a high level statement of future activities
• Ensure adequate scheduling and accounting for each step of the plan