Certified Outsourcing Professional (COP) Master Class
(Instructor-Led Syllabus)

Day 1 focuses on the decision to use outsourcing within a company’s strategy and the business case for outsourcing. Hear from a C-level executive on how to think about outsourcing both onshore and offshore.
Day 2 works into the analysis of the outsourcing initiative and the many decision variables that help a team decide if the relationships and outcomes are right for each partner.
Day 3 focuses on making and closing the deal and setting it up for success.
Day 4 ays out best-in-class practices in transitioning the work and assets and the governance framework which is a pivotal attribute in great relationships.
By fully mastering the essentials of outsourcing, professionals can leverage the power of deploying and sustaining meaningful outsourcing programs that are tied to their organization’s goals and strategy.

Course begins at 8:30 am and ends at 4:30 pm.

Day 1 Day 2 Day 3 Day 4
Outsourcing as a Management Pratice Creating and Leading Project Teams A Financial Model for Value Capture Transitioning for Long-Term Success
A working definition of outsourcing. Business drivers and anticipated benefits. The offshore advantage. Picking the right team for each stage of the outsourcing process. Assembling and leading the team. Capturing the total financial picture. Forecasting future volumes, costs, and benefits. Projecting planning, transition, and oversight costs. Getting to the optimal pricing model and price-point. Developing an effective transition plan. Keeping everyone on track while ramping up. Operationalizing the management structure. Dealing with the unexpected.
The Executive Mindset Opportunity Assessment The Ins and Outs of Outsourcing Contracts Governance: Making Outsourcing Relationships Work
How C-level execs view outsourcing. Setting policy and practices. Designing and deploying a management system that supports outsourcing. Role of the outsourcing professional Critical business measures of success. Baselining current performance and costs. Assessing maturity of the provider marketplace. Scorecarding desired outcomes. Assessing organizational readiness Structuring the outsourcing contract. Setting the terms of the agreement. Documenting the scope of services, standards of performance, and how they’re measured. Building in change management. Designing organizational links up, down, and across the business. The role of the project management office. Making interdependent planning a reality. Measuring progress, moving forward. The critical link from governance back to strategy.
Managing Outsourcing as a Business Process Bringing Customers and Providers Together Value-Based Negotiating  
A 5-stage approach to outsourcing. Stage gates, decision makers, and process timelines. Overcoming internal resistance to change. Mapping the organization and its opportunities. Identifying and pre-qualifying potential providers. Developing a request for proposals (RFP). Collaborative approaches to solution development Keeping the interests of all parties in focus. Managing an effective negotiating process. How to negotiate the best deal without wrecking the relationship.  
Making the Strategic Decisions Selecting Outsourcing Service Providers Empowering People through Outsourcing  
Outsourcing for competitive advantage. Developing the optimal decision matrix. Scoping and prioritizing opportunities. A comprehensive framework for risk analysis. Identifying regulatory impacts. The competencies, capabilities, and relationship dynamics approach. Managing the selection process. Building consensus around a scoring system. Making the case for change. Developing an end-to-end employee transition program. Assessing and managing community and press reactions.  

All of the course content is based on the Outsourcing Professional Body of Knowledge (OPBOK) and Outsourcing Professional Standards, developed by the International Association of Outsourcing Professionals (IAOP) and the Outsourcing Standards Board.

Dr. Gad Selig, COP, PMP, is a member of the IAOP Education Committee and an experienced outsourcing professional. He is a frequent lecturer on outsourcing topics at national and international conferences as well as IT Governance, IT project management and managing accelerating change and innovation. Gad has worked with many of the Fortune 500® and with businesses and governments worldwide. He has thirty + years of domestic and international experience and he has held executive, management and consulting positions in general management information technology strategy and governance and program/project management at NYNEX (Verizon), Continental Group, ATT, CBS and others. He has experience as an outsourcing vendor, customer and consultant.

Last modified: Thursday, 8 August 2013, 9:21 PM