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 2: Selection
2.3 Monitor and Control Program Execution
2.2 Update Lifecycle Cost Estimate for Engagement, Migration, and O&M
2.4 Maintain and Execute Risk Processes
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Monitor and report on program progress.

*Phase 2 GuidanceResponsible Party - Customer, Provider, Shared
1. Manage scope and program performance using Program Management Plan (C)
2. Manage Schedule through weekly updates of activities, dates, duration, and dependencies (C)
3. Manage costs against the budget (C)
4. Manage procurement lifecycle and contract performance against Procurement Plan for Phase 2 program support services (C)
5. Manage and update HR/Staffing Plan as resources are on or off boarded or as needs change (C)
6. Update program management documentation as necessary (C)
7. Develop and distribute Status Reports/Dashboards (C)
8. Hold status meetings to monitor status against milestones, issues, risks, and make decisions needed for workstreams (C)
9. Escalate decisions and issues as needed through Governance bodies (C)
10. Conduct executive briefings with organization leadership and oversight entities as necessary (C)
11. Develop and manage HR/Staffing Plan, Scope of Services overview, Mitigation Plans (P)
12. Draft initial program management documentation for Engagement (P)

• Program Charter
• Program Management Plan
• Initial Schedule
• IV&V Plan
• HR/Staffing Plan
• Governance Charter
• Status Reports/Dashboards
• Procurement Strategy

• Updated Procurement Plan
• Updated Initial Schedule
• HR/Staffing Plan
• Updated Program Management Plan
• Updated IV&V Plan
• Status Reports/Dashboards
Stakeholders Update
• Executive Sponsor (C)
• Business Owners (C)
• Program Manager (C)
• PMO Lead (C)
• PMO Team (C)
• Managing Partner/Line of Business Sponsor (Line of Business)

Best Practice
• Implement knowledge management tools that can be leveraged across the program team
• Use the Status Reports/Dashboards to focus on metrics that will help the program team and executive sponsor to identify whether or not the migration is successful