Preparing For a New Outsourcing Project - Make Sure You Have Prepared the Basic Documents

Starting a new outsourcing process involves majorsets required for the process, resource availability,
challenges. The most important thing for the processresource allocation and if the resources are required to
to be successful is that there should be a definedbe recruited - recruitment plan is required.
methodology in place for all the actions to be done.Identifying the critical success factors & the key
Controls have to be defined and put in place based onperformance indicators is the most critical and
the type of process and the CSF & KPI's of theimportant document. This brings the entire stakeholders
process.at a clear platform for performance evaluation. the
The first thing to be prepared after you have finalizedteam leaders are clear of the CSF which they need to
on the project is a detailed activity document. Theemphasize on and the process owners can evaluate
detailed activity document helps create a commonthe process performance based on defined Key
knowledge platform for all the stakeholders involved inperformance indicators making the entire evaluation
the project. The detailed activity document consists ofvery objective.
multiple document namely project launch schedule,The Product documentation include the details of the
process flow chart, process flow documentation,product or services under consideration. The scripts
Resource allocation plan, CSF & KPI, productinclude the call opening, subject and call closing scripts.
documentation, training plan, scripts, pilot plan, qualityThe Quality check process includes the quality
check process plan, incentive plans and relatedchecking methodology to be adopted, the sample size
documents. This involves participation from all the& the quality check report card format.
parties involved.Apart from the above documents, documents related
The project launch schedule includes the desired startto the testing plans, pilot plans and go live plans need to
time and end time of different activities. This includesbe prepared. Also documents related to internal
documentation schedule, recruitment schedule,incentives needs to be defined at the start of the
infrastructure setup schedule, training schedule, finalprocess.
documentation schedule, test schedule, pilot schedule &These documents involved participation from all the
Go live schedule.stake holders of the process ie., the outsourcing
The process flow chart includes the entire step bydepartment, the IT department, the sourcing provider
step flow of the process along with the decision tree.and the process in charge. This involves draft
This is followed by the process flow documentationpreparation, brain storming sessions and finalization of
which elaborates the process flow chart.the document.
The resource allocation plan includes identifying the skill