Decide what can leave the business without losing control
Owners deciding whether to hire, contract or use an offshore or managed provider—and needing to protect quality, critical knowledge and decision authority.
Warning signs in an outsourcing plan or provider relationship
- A provider is busy but the business cannot see dependable results
- Internal staff spend too much time correcting or managing external work
- Outside help was hired before the role, responsibilities and quality standard were clear
- Only the provider understands how important work is done or controls the accounts needed to continue it
Define the work before comparing providers
Moe defines the work an external provider will perform, who inside the business approves it, what acceptable work looks like, how often results are reviewed, what happens when quality slips and how knowledge and access return to the business if the relationship ends.
What the outsourcing review can cover
- Outsource-versus-hire assessment
- Role and responsibility definition
- Provider requirements and evaluation
- Service expectations and quality checks
- Communication, reporting and escalation process
- Transition and knowledge-transfer planning
What you receive
- Outsourcing strategy
- Role description and scope requirements
- Provider comparison criteria
- Reporting and quality-review plan
- Review and escalation process
- Transition, access and knowledge-transfer plan
What must be decided before work moves outside
- Which work stays internal and which work can be delegated
- Who owns scope, acceptance and provider decisions
- How quality, reporting and escalation will work
- How access, knowledge and continuity remain with the business
Experience coordinating distributed delivery
As a co-founder of CANWRK, Moe brings direct experience with global staffing, distributed delivery, provider coordination and the communication and knowledge-transfer work required around an external team.
Set the relationship up before work begins
The final plan defines the internal owner, provider scope, acceptance standards, reporting schedule, escalation path, account access, knowledge transfer and exit obligations. Moe can also help compare proposals and establish the working relationship after selection.
Related consulting guidance
Explore Project & Implementation Management or read What should—and should not—be outsourced?.