1. Put together a project team and draw up a plan of action.

2. Look at your current situation, assessing the advantages and consequences of outsourcing the process or service in mind.

3. Consider the impact on your staff and be aware of their anxieties and fears.

4. Identify similar organisations that have gone down the route of outsourcing and use these as a benchmark.

5. Decide on an outsourcing policy.

6. Identify the areas to be outsourced.

7. Draw up a tender invitation detailing the services and targets required.

8. Decide on an outsourcing partner.

9. Communicate with your employees and introduce them to the chosen outsourcing partner.

10. Draw up the contract taking into consideration any legal requirements.

11. Conduct a trial of the service and make any adjustments necessary before the contract becomes final.


Do's and Dont's:

Do:

Have a clear idea of what outsourcing should achieve.

Allow employees to voice their concerns.

Carry out a thorough review of the organisation's processes.

Don't:

Outsource financial, customer or strategic management.

See outsourcing as the answer to all problems.

Put cost-savings above everything else.


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