Save time, empower your teams and effectively upgrade your processes with access to this practical BPO Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any BPO related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated BPO specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the BPO Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 640 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which BPO improvements can be made.

Examples; 10 of the 640 standard requirements:

  1. Discovery/subpoena: Is the information managed in the cloud in a way that will enable the organization to comply with legal requirements in case of legal proceedings?

  2. Is the bpo business process outsourcing market destined to shrink as backend systems become increasingly automated and as customers increasingly use mobile payment systems?

  3. How do you use BPO data and information to support organizational decision making and innovation?

  4. What other areas of the group might benefit from the BPO team’s improvements, knowledge, and learning?

  5. How do we foster the skills, knowledge, talents, attributes, and characteristics we want to have?

  6. Who will monitor the bpost list to determine when to apply patches?

  7. Is BPO currently on schedule according to the plan?

  8. How will effects be measured?

  9. Do we have past BPO Successes?

  10. Is there a Performance Baseline?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the BPO book in PDF containing 640 requirements, which criteria correspond to the criteria in…

Your BPO self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the BPO Self-Assessment and Scorecard you will develop a clear picture of which BPO areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough BPO Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage BPO projects with the 62 implementation resources:

  • 62 step-by-step BPO Project Management Form Templates covering over 6000 BPO project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Do BPO project managers participating in the BPO project know the BPO projects true status first hand?
  2. Cost Management Plan: Are assumptions being identified, recorded, analyzed, qualified and closed?
  3. Quality Metrics: Which data do others need in one place to target areas of improvement?
  4. Probability and Impact Assessment: What should be the level of difficulty in handling the technology?
  5. Responsibility Assignment Matrix: What tool can show you individual and group allocations?
  6. Closing Process Group: Contingency planning. If a risk event occurs, what will you do?
  7. Cost Baseline: Is there anything unique in this BPO project s scope statement that will affect resources?
  8. Procurement Audit: Is the purchasing department responsible for a continual review of marketing trends, particularly on long-term contracts and contracts containing escalation clauses?
  9. Activity Duration Estimates: How have experts such as Deming, Juran, Crosby, and Taguchi affected the quality movement and todays use of Six Sigma?
  10. Responsibility Assignment Matrix: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?

 
Step-by-step and complete BPO Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 BPO project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 BPO project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 BPO project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 BPO project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 BPO project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 BPO project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any BPO project with this in-depth BPO Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose BPO projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in BPO and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make BPO investments work better.

This BPO All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Categories: Documents