2.126.1 Transition Management Directive

Manual Transmittal

July 20, 2015


(1) This transmits new IRM 2.126.1, Transition Management, Transition Management Directive

Material Changes

(1) This is a new IRM.

Effect on Other Documents



The provisions in this manual apply to all IRS organizations.

Effective Date


Terence V. Millholland
Chief Technology Officer
Information Technology


  1. Enterprise Transition Management Directive


  1. The Enterprise Transition Management Office (ETMO) is responsible for the development, implementation, and maintenance of this directive. Approval of this directive, including updates, rests with the ACIO Strategy and Planning. All proposed changes to this directive must be submitted to the ETMO.

Purpose of Directive

  1. This directive provides guidance on how to use the Transition Management (TM) process in developing new or enhanced systems.


  1. All projects following the Enterprise Life Cycle (ELC) are required to perform transition management processes and associated activities in accordance with this directive.


  1. Enter what the actual policy/directive entails. Projects following the ELC will follow the TM process ensuring all work products are produced. In addition, the project will:

    • Execute the TM process

    • Conduct Organization Alignment briefings

    • Conduct Transition Readiness Assessment (TRA) and develop Gap Logs related to the gap findings

    • Participate in Transition Management Implementation Team (TMIT) meetings to resolve or mitigate gaps

    • Develop a Transition Management Plan (TMP)

Waivers and Deviations

  1. Any waivers or deviations of this directive require written approval from the Senior Manager, ETMO.

CMMI, ITIL, PMI Compliance

  1. The Capability Maturity Model Integration (CMMI) can be used to judge the maturity of an organization's processes and related procedures and process assets and can be used to plan further improvements. CMMI sets the standard for the essential elements of effective and mature processes, improved with quality and efficiency.

  2. The Information Technology Infrastructure Library (ITIL) contains a collection of best practices, enabling organizations to build an efficient framework for delivering IT Service Management (ITSM) and ensuring that they are meeting business goals and delivering benefits that facilitate business change, transformation, and growth.

  3. The Project Management Institute (PMI) organization advances the project management profession through globally recognized standards and certifications.

  4. This process asset is used to indicate that all artifacts are developed or acquired, incorporating CMMI, ITIL, and PMI requirements to meet the business objectives of the organization and that they represent investments by the organization that are expected to provide current and future business value to the IRS.

Definitions, References

  1. Definitions, References

  1. Glossary is available on the Integrated Process Management (IPM) Process Asset Library (PAL).

  1. The following resources are either referenced in this document or were used to create it:

    • ELC IRM 2.16

    • CMMI® for Development, Version 1.3

Authority and Reference Documents
  1. The following lists the regulatory documents that validate the TMG Directive.

    1. IPM Directive (DIR) Template

    2. IRM 2.16.1 ELC, ELC Guidance

    3. IRM 2.100.1 Integrated Process Management Guidance and Procedures OS:CTO:SP:S:PE:TM