Certified Outsourcing Manager (3 Days)

Mastering the implementation and management of an Outsourcing Framework

This three-day intensive course enables participants to develop the necessary expertise to support an organization in outsourcing its activities based on ISO 37500. Participants will gain a thorough understanding of how to enter into, and continue to sustain, successful outsourcing arrangements throughout the contractual period. The training covers the entire outsourcing lifecycle and provides a framework which specifies a common outsourcing terminology, defines the actors and their roles in outsourcing lifecycle and governance, provides an industry generic foundation which can be tailored to suit sector specific requirements, describes the processes necessary to fit the outsourcing strategy and aims to enable mutually beneficial collaborative relationships.

Who should attend?

  • Project managers or consultants wanting to prepare and to support organizations on outsourcing their activities

  • Decision makers
  • Stakeholders engaged in outsourcing arrangements
  • Individuals responsible for outsourcing within an organization

  • Professionals interested in earning certification relating to outsourcing

  • Risk managers

  • Professional consultants

  • Expert advisors in outsourcing

  • Persons and organizations involved in outsourcing tasks

Learning objectives

  • Understand the components and the operation of an Outsourcing Framework based on the principles of key standards

  • Understand the complete procurement lifecycle involved in outsource management

  • Master the concepts, approaches, standards, methods and techniques to effectively manage an outsourcing project, transition and supplier(s) throughout the procurement lifecycle

  • Interpret the recommendations of ISO 37500 in the specific context of an organization

  • Develop the expertise to support an organization to plan, implement, manage, monitor and maintain an effective framework for outsource management

  • Acquire the expertise to advise an organization on outsourcing and supplier management best practice

  • Strengthen the personal qualities necessary to act with due professional care when conducting an outsourcing project or managing outsourced suppliers

Course Agenda

Day 1: Fundamental Outsourcing Principles and Outsourcing Governance

  • Concepts and definitions related to outsourcing

  • Principles of outsourcing

  • Outsourcing standards, frameworks and methodologies

  • Analysis of the outsourcing lifecycle

  • Outsourcing governance

  • Audit

  • Outsourcing strategy analysis

Day 2: The procurement lifecycle from requirements to supplier selection

  • Risk management related to outsourcing

  • Creating and presenting a business case

  • Initiating an outsourcing project

  • Supplier selection

  • Definition of the organizational structure of outsourcing

  • Implementing the transition and transformation plan

Day 3: The procurement lifecycle from monitoring through to termination

  • Transition of knowledge, people, process and technology

  • Delivering value through outsourcing

  • Measuring, monitoring, and evaluating the delivery value

  • Exit, termination and migration of an outsourcing agreement

  • Competence and evaluation of outsourcing managers

  • Certification Exam

Educational approach

  • This training is based on both theory and practice:
    - Sessions of lectures illustrated with examples based on real cases
    - Practical exercises based on a full case study including role playing and oral presentations
    - Review exercises to assist the exam preparation
    - Practice test similar to the certification exam

  • To benefit from the practical exercises, the number of training participants is limited

Exam

The “Certified Outsourcing Manager” exam fully meets the requirements of the PECB Examination Certification Programme (ECP). The exam covers the following competence domains:

  • Domain 1: Fundamental principles and concepts in Outsourcing Management

  • Domain 2: Outsourcing Best Practices based on industry standards

  • Domain 3: Designing and Developing an outsource governance framework

  • Domain 4: Procurement Lifecycle for Outsourcing (Initiation through to Termination)

The “Certified Outsourcing Manager” exam is available in different languages (the complete list of languages can be found in the examination application form)
Duration: 2 hours
For more information about the exam, please visit: www.pecb.org.

Certification

  • After successfully completing the exam, participants can apply for the credentials of Certified Outsourcing Manager

  • A certificate will be issued to participants who successfully pass the exam and comply with all the other requirements related to the selected credential

  • For more information about Certified Outsourcing Manager certifications and PECB certification process, refer to PECB section on Certified Outsourcing Manager

    General Information

    • Exam and certification fees are included in the training price

    • A student manual containing over 350 pages of information and practical examples will be distributed to participants

    • A participation certificate of 21 CPD (Continuing Professional Development) credits will be issued to participants

    • In case of failure of the exam, participants are allowed to retake the exam for free under certain conditions

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