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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 3: Engagement
3.8 Engage with Labor Relations
3.7 Update Lifecycle Cost Estimate for Migration and O&M
3.9 Execute Change Management Plan
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Continue to engage and communicate with labor relations to obtain approval towards a shared services migration.

Phase 3 GuidanceResponsible Party - Customer, Provider, Shared
1. Determine target state workforce needs (C)
2. Identify potential impact on staff by reviewing Target State Concept of Operations and workforce assessment (C)
3. Engage in communications with union leadership based on Labor Relations strategy (C)
4. Determine the methods to align to Collective Bargaining Agreements (CBAs), resolve issues and document outcomes and next steps (C)
5. Update the Labor Relations Strategy as needed (C)
6. Report updates in governance meetings and Status Reports/Dashboards (S)

• Labor Relations Strategy

• Updated Labor Relations Strategy
Stakeholders Update
• Program Manager (C)
• Change Management Lead (C)
• Communications Lead (C)
• Labor Relations Leader(s) (C)

Best Practice
• Account for union-related activities in the Integrated Master Schedule and building dependencies for change management activities (e.g., communications, training)