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21 Steps to Successful Outsourcing

  • Involve the affected staff in the process before the outsourcing provider is selected and decisions are made about the work to be done.
     

  • Define clearly the control and decisions that you will retain and what will be within the authority of the provider.

  • Consider a phased-in or trial relationship and insure that there is a process to end the relationship (an "out" clause).
     

  • Be clear on expectations, timelines and results. Put them in writing.
     

  • Define limitations to avoid problems.
     

  • Decide the financial details up front so that there are no surprises.
     

  • Include anti-compete and confidentiality clauses in the contract if that is important to you, and it usually is.
     

  • Make sure that you have privacy provisions in the contract if the supplier will be handling members' personal information.
     

  • Decide up-front who will own materials or content created. Otherwise, the supplier may hold the copyright to written material unless it is assigned to the association.
     

  • Make the relationship and contract a win-win-win arrangement. If the association and the supplier win, then the members will win as well.
     

  • You get what you pay for so don't try to skimp. You will risk ending up with a skimpy result.
     

  • Monitor performance regularly and be alert to members' feedback.
     

  • Follow up on complaints quickly and watch for trends.
     

  • Be prepared to revise the contract if the arrangement can be improved.
     

  • If you need help in understanding and evaluating the technical aspects of a supplier's proposal, then get it as soon as possible. Know your own limitations.
     

  • Look for better ways to do the activity. Avoid the tendency to seek out someone who can do it exactly as you have been doing it.
     

  • Try outsourcing one activity, task or function. If it works well, try another one. If it does not work well, determine what went wrong before you try again.
     

  • Start with something small before jumping into a significant outsourcing relationship.
     

  • Seek a supplier who can provide a transfer of knowledge to the association as part of the relationship.
     

  • Look for a customer service orientation from potential suppliers.
     

  • Seek out positive outsourcing experiences and learn from them.


 

Radnor's association management services

membership management

conference management

financial management

information services

legislative and regulatory services

coalitions and short-term lobbying

How to go about outsourcing

21 steps to successful outsourcing

Answers to common questions

Why outsource?

Why contract for some services but not full association management services?

Why partner with an association management company?

Things to avoid

Dragons in the neighborhood

Sisyphus has a tough eternity

 

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