Please use our Outsourcing Self-Assessment tool to help you gauge certain factors about your business that we have found to be important in realizing a successful long-term outsourcing strategy. It may also serve as starting point for our consultation with you about working together to build your outsourced team.


    • Self-Assessment

The self-assessment is a simple exercise that covers some of the major factors to consider when making the decision to outsource and when creating an initial outsourcing plan such as:

  1. Clarifying the factors leading to the decision to outsource.
  2. Setting outsourcing goals.
  3. Assessing local staff readiness to accommodate outsourcing.
  4. Assessing current processes for outsourcing optimization.
  5. Managing processes to ensure success.
  6. Getting remote staff up to speed.
  7. Building long-term process equity.
  8. Defining management roles and the relationship with your outsourcing provider.
  1. My decision to outsource was primarily driven by (mark all that apply):

    Strategic OpportunityReduce CostsDomain ExpertiseStaff AvailabilityStaff AttitudeOther:

  2. My goal for my outsourced team is (mark all that apply):

    To supplement my onshore staffTo help me expand our businessTo add a new service or product to our existing businessTo handle one specific element of our businessTo keep costs low in one or more processes so we can remain competitiveTo replace high-cost local staffOther:
  3. My local staff are:

    Completely on boardComing aroundApprehensiveResistantHave no ideaOther:
  4. My current processes are (mark all that apply):

    Already adapted for and in use by remote staffWell documented with training materials preparedOnly handled locally with little documentation or trainingThis is a new processThe outsourced positions are newOther:
  5. I’m able to set expectations and gauge the performance of my staff by:

    A comprehensive set of KPI'sI closely manage them myselfAnalyzing their work productCustomer feedbackMy local staff feedbackOther:
  6. With regard to training:

    We have a training system/materials already preparedNo special training is requiredWe would like our outsourcing partner to help us with training set upOther:
  7. We view our offshore staff as:

    Somewhat replaceable – keeping costs low is keyLong-term staff to be retained through various employee development and incentive programsOther:
  8. I want our outsourcing partner to (mark all that apply):

    Manage and handle all aspects of our processHandle HR, IT and Recruiting and help us manage daily workHelp us set up our process, create KPI's, and implement management structureOffer domain-specific consulting and guidanceOther:

Please leave your information below and we will get back to you soon to discuss the assessment results.