Outsourcing Training and Development (eBook)

Judith Hale, Ph.D., is president of the consulting firm, Hale Associates. Their services include consultation on alignment, assessment, certification, evaluation, and integration of performance improvement systems, performance management and strategic planning. She is also the author of The Performance Consultant's Fieldbook, Performance-Based Certification, Performance-Based Management, and Performance-Based Evaluation all from Pfeiffer.

List of Figures.

CD-ROM Contents.

Preface.

Introduction.

Chapter 1: Outsourcing: A Business and Economic
Model.

A Little History.

Why Outsource.

What Is Outsourced.

What the Relationship Looks Like.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 2: Identifying the Need.

Determine Clients' Needs.

Determine Criticality and Priority.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 3: Assessing Capacity and Capability.

Assess Strengths.

Assess Weaknesses.

Conduct Job Task Analysis.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 4 Selecting the Outsourcing Firm.

Set the Baseline.

Define Roles and Responsibilities.

Define the Requirements.

Define the Selection Criteria.

Recruit Potential Outsourcing Firms.

Issue the RFQ.

Issue the RFP.

Convene the Panel and Decide.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 5: Contracting.

Prepare the Contract.

Draft Master Agreement.

Determine Scope of Work.

Draft Addenda.

Agree on Terms and Conditions.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Note.

Chapter 6: Starting Up.

Build Contract Profile.

Set Up Governance Process.

Develop Management Plan and Schedule.

Create Communication Protocols.

Develop Document Standards and Controls.

Agree on Deliverable Standards.

Identify Intellectual Property.

Create Transition Plan.

Create Dispute Resolution Process.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Chapter 7: Managing the Relationship.

Provide Oversight.

Implement the Plan and Protocols.

Share Expectations and Agree on Goals.

Communicate.

Stay Current with Needs.

Measure and Report Results.

Celebrate Success.

Improve Processes.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Chapter 8: Closing Out.

Notify About Termination.

Transfer Intellectual Property.

Return Physical Property.

Reconcile Financial Obligations.

Terminate Clearances, Codes.

Execute Final Performance Review.

Orient the Training Function.

Implications.

Missteps.

Summary.

Where to Learn More.

Notes.

Index.

About the Author.

Pfeiffer Publications Guide.

"This book brims with practical guidance, wise counsel, rich
examples and, best of all, helpful tools. It's a must for HRD
or training managers and all other key stakeholders involved in
outsourcing any part of training."

--Harold D. Stolovitch, emeritus professor, Universite de Montreal,
principal, HAS Learning and Performance Solutions and author,
Telling Ain't Training and Training Ain't
Performance

"In step-by-step details, Judith Hale outlines how to make the
right decisions about outsourcing securing the proper agreements
and keeping the process on track. In an easy-to-read format with
figures and charts, this is an indispensable tool for those
involved in outsourcing."

--Jack Phillips, chairman, ROI Institute, Inc.

"The charts, tables, and guidelines are superb resources for
both sides of the relationship, and Hale's many examples let
us learn from others who have traveled this potentially treacherous
path before. Outsourcing Training and Development is the
perfect map!"

--James J. Hill, Jr., CEO, Proofpoint Systems Inc.

"Buy this book and use it. What I like most about the book is
that it does not paint outsourcing as the panacea that some might
think that it is. Like anything else, outsourcing requires hard
thinking, planning and managing. Judy Hale gives you that and much
more."

--William J. Rothwell, Professor-in-Charge, Workforce Education and
Development, The Pennsylvania State University