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M3 Framework Introduction M3 Framework Overview M3 Phase 0 - Assessment M3 Phase 1 - Readiness M3 Phase 2 - Selection M3 Phase 3 - Engagement M3 Phase 4 - Migration M3 Phase 5 - Operations M3 Resources
M3 Playbook > Phase 3: Engagement
3.10 Develop Training Plan
3.9 Execute Change Management Plan
3.11 Finalize Requirements
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Develop a plan and approach for training curriculum, design, development, delivery, and evaluation.

Phase 3 GuidanceResponsible Party - Customer, Provider, Shared
1. Review customer organization training Scope of Services (S)
2. Review provider migration and O&M training capabilities and associated costs (S)
3. Finalize training services for Phases 4 and 5 and define roles and responsibilities for development and delivery (S)
4. Develop Initial Training Plan to include approach, audience, purpose, delivery methods, timeline, and evaluation (P)
5. Review and finalize Initial Training Plan (S)
6. Report updates in governance meetings and Status Reports/Dashboards (S)

• Business Needs Workbook
• Scope of Services
• Stakeholder Analysis
• As-Is Workforce Assessment

• Initial Training Plan
Stakeholders Update
• Program Manager (C, P)
• Change Management Lead (C, P)
• Training Lead (C, P)
• Communications Lead (C, P)
• Functional Lead (C, P)

Best Practice
• Define the customer’s and provider’s training needs early on in the program lifecycle