M3 Playbook > Phase 1: Readiness
Phase 1: Readiness
Objective
Prepare the migrating organization by defining initial scope of services and customer governance for the modernization effort.
Key Tasks
Program Management
Workforce, Organization, and Stakeholders
Technology
Process and Service Delivery
Exit Criteria (to move into Phase 2)
- Acquisition Strategy
- Baseline and Target Performance Success Metrics Defined; Aligned with Performance Framework
- Change Management Strategies Defined
- Completed Business Readiness Assessment
- Completed Project Business Case
- Confirmed Alignment of Business Capabilities against FIBF
- Data Quality Assessed
- Initial Master Schedule Defined
- Initial QSMO Marketplace Research Conducted
- Investment Readiness Checklist
- LCCE Developed
- Mitigation Plans in Place for Major Risks/Issues
- PMO and Governance Structure Defined
- Resources On-Boarded
- Risks and Issues Management Defined
Phase 1 Examples:
M3 Examples MAX PagePhase 1 Documentation
The following documentation is developed throughout Phase 1 and is used to inform the Phase 1 Progress Review discussion: the M3 Services Tailoring Guide for transaction services, Investment Readiness Checklist, Business Readiness Assessment, and Project Business Case.
- Acquisition Strategy
- As-Is Systems Environment
- As-Is Workforce Documentation
- Baseline and Target Performance Success Metrics
- Business Capabilities
- Business Needs Workbook
- Business Readiness Assessment
- Change Management Plan
- Change Readiness Assessment
- Communications Plan
- Data Cleansing Plan
- Data Governance Model
- Governance Plan
- Independent Verification & Validation (IV&V) Plan
- Initial Master Schedule
- Investment Readiness Checklist
- Life Cycle Cost Estimate (LCCE)
- M3 Risk Assessment Tool
- Migration and O&M training needs
- Program Charter
- Program Management Plan
- Project Business Case
- Quality Assurance Surveillance Plan (QASP)
- Requirements Management Plan
- Resource Management Plan
- Risk Management Plan
- Risks, Actions, Issues, and Decisions (RAID) Log
- Stakeholder Analysis
- Status Reports/Dashboard
- Target State Concept of Operations
- Target State Systems Environment
- Workforce Assessment
