M3 Playbook
Introduction to Modernization and Migration Management (M3)
Transitions are difficult but you can be successful with sufficient planning and follow-through. M3 is a framework to help agencies achieve successful outcomes and reduce risk during administrative system and/or service modernizations and migrations.
What is the M3 Framework?
The M3 Framework segments modernizations and migrations into discrete phases. Each phase includes a series of objectives and recommended activities that are grouped across four workstreams.
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Program Management
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Workforce, Organization, and Stakeholders
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Technology
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Process and Service Delivery
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Assessment
Build a vision and business case for migration -
Readiness
Prepare the customer for the modernization effort and define business, functional and technical requirements -
Selection
Conduct due diligence to select the provider based on business requirements and desired target and end state -
Engagement
Conduct detailed planning through a fit-gap analysis and finalize the migration and O&M approach and costs -
Migration
Configure, test and deploy the new system, concept of operations, and workforce design -
Operations
Deliver services and conduct continuous improvement
What is the M3 Playbook?
The Playbook consists of guidance and tools to help agencies plan for and navigate transitions. It was developed based on feedback from over 100 Government and industry experts, reflects best practices and lessons learned from prior migrations and is updated annually.
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Key Features
70+ Activities
Descriptions for how to apply the M3 framework, including detailed activity steps, inputs, outputs, lessons learned, and stakeholders involved.
20+ Documentation Templates
Documents that aid customers and providers in the completion of activities, and provide key considerations.
View Templates
Documentation Examples
An OMB Max page that includes sample documentation from previous modernization and migration projects.
View Examples
How does the new vision for Shared Services affect M3?
OMB is designating Quality Service Management Offices (QSMOs) for specific functional areas. The QSMO is the means to standardize processes, reduce the technology footprint, and reduce governmentwide operating costs. The updated M3 Framework represents a set of best practices for engaging with the appropriate QSMO as agencies implement solutions from the QSMO Marketplace.
Customer
Provider
QSMO
Shared
