Outsourcing Support Services Change Management Toolkit Preview Deck
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1 Outsourcing Support Services Management Toolkit Preview Deck Outsourcing Support Services (OSS) EG-PD-040
2 Management Toolkit Overview of toolkit Objective The change is designed to 1) assist the Buyer s organization in changing from its current state to a determined future state, 2) help clearly communicate the change to members of the organization, 3) minimize risks associated with the changes, 4) assist with the job design of new positions and training of the workforce Key benefits delivered via the change Align leadership philosophies with agreed strategy Facilitate ownership of the case for change Assess the stakeholders and organization s appetite for change Evaluate training needs Ensure impact of change is minimized Keep key groups apprised of essential information Proactively fill white space created by uncertainty Build awareness, understanding, and change management skills within the project team Measure/manage performance against targets The toolkit will provide a structured approach to change management that addresses the six key components of a change management program so that negative organization performance impacts can be mitigated Project Sponsorship and leadership Analysis Impact tracking Communications Organizational design Training and Development 2
3 Management Toolkit Content highlights The change contains six mini-pack tools that assist the Buyer in addressing each of the six key components of the change management Sponsorship & leadership Stakeholder matrix management activity checklist Project charter management plan Analysis Stakeholder Group Analysis Stakeholder interview template Organizational needs assessment tools Organizational profile profile Training gap analysis Organization & job design Role design checklist Sample job profile agent profile Communications Sample communications plan and matrix Communication best practice guidelines Sample communications calendar Staff announcement templates General FAQs database Training & development Training and development plan example Competency framework and training gap template Impact tracking Employee readiness Employee feedback Questionnaire template Performance metrics for the change process 3
4 Document summary and pricing (page 1 of 2) Product ID Title Price EG Management Toolkit US$499 Includes the following items: Analysis: Communications: Impact tracking: Stakeholder group analysis Stakeholder interview template Organizational assessment tools Sourcing communications best practices Communication plan and matrix Staff announcements Sample communication calendar Employee readiness survey Employee feedback template effectiveness metrics Employee assessment for change readiness Continued on next slide Note: Some forms and presentations will need to be customized to fit your specific requirements 4
5 Document summary and pricing (page 2 of 2) Product ID Title Price Continued from previous slide Organization & job design: Sponsorship & leadership: Training & development: agent role Sample role description template 1 Sample role description template 2 management plan Stakeholder matrix Project leader activity checklist management project charter Training & development plan Competency framework & training plan Note: Some forms and presentations will need to be customized to fit your specific requirements 5
6 Contact information Headquarters: Noel Road, Suite 2100 Dallas, TX Tel: Fax: Other locations: Canada Australia, Asia, and Africa India United Kingdom Benelux/Amsterdam Order today to capture more value from your current or upcoming outsourcing initiatives. For more information: or About Everest Research Institute Everest Research Institute serves as a central source of independent and objective strategic intelligence, analysis, and actionable insight for leading corporations, suppliers, technology providers and investors in the global outsourcing and offshoring marketplace. As the research arm of Everest Group ( the Institute addresses both business process and information technology sourcing topics, providing the global outsourcing and offshoring community with information that empowers highly productive, sustainable sourcing strategies and relationships. The Institute s wealth of knowledge and experience provides unique perspectives into today s marketplace and the competitive edge required to take advantage of emerging opportunities. Please visit for more information. 6
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