Outsourcing Support Services Transition Management Toolkit Preview Deck

Transcription

1 Outsourcing Support Services Management Toolkit Preview Deck Outsourcing Support Services (OSS) E-PD-031

2 Management Toolkit Overview of toolkit Objective The is a series of frameworks, tools, and templates that provide an overview of the critical processes necessary to complete a successful transition of services from the Buyer to the Key benefits delivered via the Organizations understand the different facets of the transition of services from the Buyer to the The tools and templates in the Management toolkit serve as excellent starting points to quickly and effectively plan, design, and train stakeholders to manage outsourcing transitions Categories The transition framework consists of categories and phases, each of which is characterized by specific roles and deliverables attributable to all participants¹ PMO People Process Start-up Participants The Framework Phases Discovery Design Role of Buyer Role of Role of 2 Key deliverables Build Implementation Technology Proprietary & Confidential lobal, Inc. 2

3 Management Toolkit Content highlights The contains a total of seven files (Two overview presentations, a checklist, a dashboard, transition job descriptions, a sample transition work plan, and a toolkit user guide) Components of a successful transition Knowledge transfer Human resources Managing Organizational structure Service the Comms/Chg 1 Tech & Work environment Financial Contract Sample transition work plan ID Task Name Duration lf 2, 2006 Half 1, 2007 Half 2, 2007 Half 1, 2008 Half 2, 2008 Half 1, 2009 Half 2 A S O J F M A J A S O J F M A J A S O J F M A J A N D M J N D M J N D M J 1 Project Startup 65 days 2 PMO 65 days 3 Coordinate Project Startup Activities 45 days 4 Establish PMO 22 days 5 Establish Project Management standards and procedures 22 days 6 Refine project workplan 22 days 7 Setup standing meetings and team calendar 22 days 8 Establish working team location 22 days 3/5 9 DELIVERABLE: Integrated Project Workplan 0 days 10 Conduct Team & Resourcing Activities 22 days 11 Determine implementation team structure 22 days 12 Refine resource requirements against final workplan 22 days 13 Identify resources for roles 1 day 14 DELIVERABLE: Final Team Structure and Resources 1 day 15 Conduct Project Kickoff 5 days 16 Conduct Project Kickoff Preparation 5 days 17 MILESTONE: Project Kickoff 1 day 18 Initiate Project overnance 35 days 19 Setup Project overnance Structure 35 days 20 Conduct overnance roup Kickoff 35 days 21 transition workstream 60 days 22 Support Client pre-contract signing activities 60 days 23 Support review of supplier transition plan 30 days 24 Build PMO workplan 25 days 3/16 25 DELIVERABLE: PMO workplan 0 days 26 Facilitate Client/supplier planning sessions 15 days 27 Coordinate/support project kick-off 15 days 3/30 28 MILESTONE: Project kickoff 0 days 29 Support on-boarding of team members 15 days checklist activities Buyer 1.1 Knowledge transfer - Strategy Develop knowledge transfer strategy (onshore, offshore, virtual) Determine use of transitioned employees, contractors, etc. to support Design sequence of major events, e.g., waves, time spent on/offshore Design strategy to address handling of third parties and incumbents that may be exiting 1.2 Knowledge Transfer - Subject Matter Experts (SMEs) Determine required SMEs Notify required SMEs Determine if additional/refined retention plans are appropriate 1.3 Knowledge transfer - Documentation Collect all existing process documentation (training manuals, operations manuals, process maps, etc.) and develop missing material Collect existing training manuals Collect existing operations manuals Collect existing process maps Collect existing data maps Collect any other existing information helpful for understand current delivery of services Develop any missing material identified during the collection process dashboard PM Lead: PMO Lead: Program Phase: Project Status as of <Date> : Key Milestones/Deliverables Project Resources Project Description Project Dependencies/Key Assumptions On-Target Planned Completion Date Planned Accomplishments (Weekly forecast) Issues Forecasted Completion Date Proprietary & Confidential lobal, Inc. R Actual Completi on Status Critical Issues Budget Scope Key Issues (explanation required for each At-risk/yellow or Critical/red status) Status Highlights Resources Schedule Compliance Major Accomplishments/Decisions (Past Week) Planned Action/Resolution (include Date) Plan Owner(s) 3

4 Document summary and pricing Product ID Title Price E Management Toolkit US$499 Includes the following items: toolkit user guide and transformation overview framework checklist dashboard job descriptions Integrated transition work plan Note: Some forms and presentations will need to be customized to fit your specific requirements Proprietary & Confidential lobal, Inc. 4

5 Contact information Headquarters: Noel Road, Suite 2100 Dallas, T Tel: Fax: [email protected] Other locations: Canada [email protected] Australia, Asia, and Africa [email protected] India [email protected] United Kingdom [email protected] Benelux/Amsterdam [email protected] Order today to capture more value from your current or upcoming outsourcing initiatives. For more information: or [email protected] About Research Institute 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 roup ( 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. Proprietary & Confidential lobal, Inc. 5