Planning and Managing the Outsourcing Project
(2-day, 16 PDU's)

This course is designed to assist the leaders of the internal outsourcing initiative to guide the outsource project from outset (the feasibility effort) to completion (“steady state”) by providing a clear and understandable outline of normal outsource activities, events and outcomes, the key differentiators of successful projects and the typical pitfalls that sidetrack and potentially ruin outsource projects.

This course covers outsourcing concepts and approach for the following Business and IT functions:
• Data Center
• Help Desk
• Telecom
• Certain applications
• Full ITO (Everything in IT)
• BPO (Business Process Outsourcing)

This two-day workshop addresses the following topics:

1. Introduction
   • Definitions
   • Typical IT Outsource engagement today
   • Key players
     
2. Assess your current environment and capabilities
   • Service
   • Performance
   • Customer satisfaction
   • Regulatory requirements (e.g. Sarbanes Oxley)
   • Budget/costs
   • Current contracts that may impact the outsource
   • Establishing the baseline
   • Identify problems and areas of opportunity
   • Identify strengths and how to retain them
     
3. Clarify your firm’s outsourcing objectives
   • Scope
   • Cost savings
   • Improve processes
   • Upgrade the staff
   • Upgrade equipment
   • Better service delivery
   • Consistent service
   • Better metrics
     
4. Achieving your objective
   • The feasibility study – needed, or not
   • The selection process
     • Process Options
     • Decision approach
     • Managing the selection process
   • The negotiation process
     • Participants/roles
     • Contract objectives
     • How long should it take
5. Transition to the new Outsource model
   • Who does what? Who provides what? What should a firm expect from a vendor – what’s reasonable, what’s not?
   • What is governance, and how is it done?
   • How will the SLAs be put in place? Changed?
   • What processes will be changed?
   • How to communicate the change – to users, to other vendors.
   • How to handle those inevitable problems
   • How long should transition take – what’s reasonable, what’s not?
   • What are the typical activities in a transition?
   • How will off-shore be engaged?
     
6. The “Steady State”
   • What is it?
   • Who’s in charge?
   • What’s left for the onsite management team?
     
7. Some different views
   • Government/political?
   • What’s fair?
   • Employee impacts - Positions/roles that remain with client, that transition, that go offshore.
   • What outsource industry opportunities are there?

Course Instructor:  John Ehlers, PMP

·         20 years of project management and outsource experience

·         5 years Outsource Account and Transition Management

·         5 years Outsource Bid Management

·         ITO

·         BPO

·         10 years Project Management IT projects

·         Multiple Fortune 500 Corporations

·         4 Outsource/Consulting Firms

·         Over 10,000 hours of IT Project Management

·         Commercial Product Development

·         Consultant Development

·         In-house Development

·         PMI Project Management Professional (PMP)