Strategic Outsourcing Framework: Project Transition and Governance

Program Description:

The process of moving from in-house management of a project to an outsourced provider can be a daunting task. In this third program of a three-part series, Mark Power, President of ROS Inc., an outsourcing consultancy and education company, defines the transition plan requirements and identifies key processes and parameters to be implemented during the governance phase. Power begins by examining the transition process, including a number of well-defined activities, such as: gathering the appropriate contracts, manuals, and other documents; establishing the transition team; and assigning ownership of assets, roles, and responsibilities between the client and vendor. He also discusses what is involved in providing training for project management, contract management, and administration; and in developing and executing a transition plan. Turning to the governance phase of the outsourcing relationship, Power identifies the key elements of the governance plan, including activities, participants, and budgets. Next, he describes how to manage and control risk with an effective risk management plan. Power then discusses the importance of the governance communications plan to ensure a well-defined chain of command. He continues by explaining the elements of a quality plan to measure the results of the outsourced activities. Power concludes with a discussion of essential governance issues and concerns. In separate interviews, Manish Tomar and Carlo Bonifazi of ROS offer their comments on the project transition and governance phases of the outsourcing lifecycle. This revised version of one of WatchIT’s most requested programs has been updated with new multimedia resources, such as Web links and white papers.

After watching this program, you will be able to:

Ø  Define a transition plan requirement from in-house to outsourcing vendor;

Ø  Identify key processes and parameters to be implemented during the governance cycle;

Ø  Establish and manage quality and productivity metrics and measures for effective performance management;

Ø  Define and implement project and change management processes; and

Ø  Define and implement dispute resolution processes.

Program Topics:

 

     INTRODUCTION

     AGENDA

     EXPERTS FEATURED IN THIS PROGRAM

     PROJECT TRANSITION

     The Project Transition Lifecycle Process

     The Project Transition Lifecycle Process: Key Risk Management Responsibilities

     Carlo Bonifazi: Developing a Framework for Outsourcing

     The Project Transition Lifecycle Process: The Outsourcing Security Plan

     The Project Transition Lifecycle Process: Common Pitfalls

     GOVERNANCE

     Governance: An Organizational Model

     THE GOVERNANCE PLAN

     Reasons for the Governance Plan

     An Effective Strategy for Creating A Shared Vision Between Client and Vendor

     Strategic and Tactical Reporting

     Training and Development

     Knowledge Management

     The Business Continuity Plan

     The Risk Management Plan

     Contract and Statement of Work Administration

     Governance Policies

     Tools for Managing the Governance Process

     Program Management Activities

     GOVERNANCE: THE COMMUNICATION PLAN

     Tracking Equipment Used in the Outsourcing Relationship

     Governance: Quality and Metrics

     Performing a Lessons Learned Project Summary

     GOVERNANCE ISSUES AND CONCERNS

     Signs That Governance Activities Are Off Track

     Ensuring an Effective Governance Program

     Carlo Bonifazi: Concluding Thoughts

     Manish Tomar: The Trend Toward Outsourcing