Customer Workshops


Our  workshops   deliver  high   value   through   free   tool  licenses,  customized   content,  interactive  training   and   post-workshop  review   webinars.   Workshop   descriptions  covering:   objective;   content;   inclusive  licenses  and  price,  can  be  found  in  each  of  the  individual  services  areas   shown  below.

Approach


Custom Design


Each client is involved in defining workshop goals and measuring outcomes.




Active Learning


Workshops use best practices, templates & tools to deliver new capabilities.




Recap Webinar


A follow-up Webinar reviews new skills and evaluates success.



Workshop Subject Areas


Creating an Successful Outsourcing RFP


Workshops

Workshop Goal

Learn to plan, build and manage a successful RFP implementation team. 

What You’ll Learn

  • Capabilities: effectively plan for the RFP; assemble a team with proper roles, skill sets and capacity; implement a planning & management framework to produce an outsourcing RFP that meets requirements and achieves objectives.
  • Knowledge: RFP scope, structure & content; workflow roles, responsibilities & activities; effort estimation; planning & management practices; reporting, review gates & RFP compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway: how to plan the team’s first week to achieve high productivity, create focus and instill urgency.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • RFP Data Access Scorecard



Best Practices

  • RFP Planning and Management – Best Practices
  • First Week “Fast Start” Guide


Frameworks

  • RFP Planning/Management Workflow & Roles



Templates

  • RFP Planning/Managing Work Plan
  • Kickoff and Recurring Meeting Template
  • RFP Plan/Manage Work Stream Reports



Workshop Price

$1595

Workshop Goal

Know how to create an RFP that generates responsive & well-priced bids from qualified providers. 

What You’ll Learn

  • Capabilities: how to design & create an RFP that is properly scoped and structured; utilizes expertise & management skills to construct a focused & knowledge end-to-end narrative; clearly articulates all bid requirements and provides all necessary bid information.
  • Knowledge: usual RFP scope, requirements and format; workflow roles, responsibilities & activities; effort estimation; planning & management practices; governance & compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including RFP examples).
  • Key Workshop Takeaway: see how your team’s operational expertise can be best used to generate very high quality, cost-effective, RFP responses from bid group.


Workshop Approach

  • Full Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • RFP Compliance Assessment



Best Practices

  • RFP Design & Implementation Best Practices


Frameworks

  • RFP Design Workflow & Roles
  • RFP Implementation Workflow & Roles
  • RFP Design/Implementation Review Gate Examples
  • Outsourcing RFP Example



Templates

  • RFP Template
  • RFP Design/Write RACI Chart
  • RFP Design/Write Work Plan
  • Kick-off & Recurring Team Meeting Template
  • RFP Design & Write Review Gates
  • RFP Design/Write Activity Reports
  • RFP Design/Write Work Stream Reports



Workshop Price

$2850 

Using an RFP to Pick the Right Provider


Workshops

Workshop Goal

Learn to plan & manage a bidding process that: creates a strong bidder group; communicates effectively with the group and maintains its timelines.  

What You’ll Learn

  • Capabilities: how to plan the bidding process; scope, size and staff the bid team; design the bidding process planning & management framework.
  • Knowledge: Bidding process scope and requirements; workflow roles, responsibilities & activities; effort estimation; planning & management practices; governance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including RFI examples).
  • Key Workshop Takeaway: achieving a well-sized, well-qualified bid group requires the budgeting of realistic time for effective advance planning and execution.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • Bidder Evaluation Scorecard



Best Practices

  • Bid Process Planning & Implementation Best Practices
  • Request for Information (RFI) Design & Implementation Best Practices


Frameworks

  • RFI Design/Implementation Workflow &  Roles
  • Example of Provider RFI (Request for Information) Document
  • Bid Process Planning/Implementation Workflow & Roles
  • Bid Process & RFI Review Gate Examples



Templates

  • RFI /Bid Process RACI Chart
  • RFI Template
  • RFI /Bid Process Work Plan
  • Kick-off & Recurring Meeting Templates
  • RFI/Bid Process Activity Reports
  • RFI/Bid Process Work Stream Reports



Workshop Price

$1595

Workshop Goal

Learn to systematically review and evaluate bid proposals & presentations, then select the most qualified provider.

What You’ll Learn

  • Capabilities:  create proposal & presentation evaluation criteria; design, staff & manage a balanced bid evaluation team; plan & implement the evaluation and final selection process.
  • Knowledge: Bid evaluation & selection process scope and requirements; workflow roles, responsibilities & activities; effort estimation; planning & management practicies; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway: recognize – and take advantage of – oral bid presentations as a crucial opportunity to size up each provider as a potential partner.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • Bid Pricing Model
  • Bid Evaluation Scorecard
  • Bid Compliance Scorecard



Best Practices

  • Bid Evaluation Best Practices
  • Provider Selection Best Practices


Frameworks

  • Bid Evaluation & Provider Selection Workflow & Roles



Templates

  • Bid Evaluation/Provider Selection RACI Chart
  • Bid Evaluation & Selection Work Plan
  • Kick-off & Recurring Meeting Template
  • Bid Evaluation/Provider Selection Activity Reports
  • Bid Evaluation/Provider Selection Work Stream Reports



Workshop Price

$1595


Improving Vendor Performance & Value


Workshops

Workshop Goal

Know how to use a vendor & contractor consolidation strategy to raise efficiency and lower costs.  

What You’ll Learn

  • Capabilities:  how to customize & apply consolidation criteria; leverage savings and use case models; identify & qualify consolidation opportunities; plan, manage & implement a prioritized consolidation road map.
  • Knowledge: consolidation methodology; analytic & use case modeling; consolidation road map design; vendor consolidation workflow roles, responsibilities & activities; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including use case & analytic models).
  • Key Workshop Takeaway:  how to use case modeling as a tool to accurately define and qualify consolidation opportunities for best efficiency and savings outcomes.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • Consolidation Savings Model
  • Consolidation Use Case Model



Best Practices

  • Consolidation Design and Implementation Best Practices


Frameworks

  • Consolidation Design & Implementation Workflow & Roles
  • Vendor & Contractor Consolidation Example



Templates

  • Consolidation RACI Chart
  • Consolidation Use Case Data Capture
  • Consolidation Work Plan
  • Consolidation Kick-off & Recurring Meeting Docs
  • Consolidation Work Stream Reports
  • Consolidation  Activity Reports



Workshop Price

$1595

Workshop Goal

Higher vendor performance through operating & governance integration.  

What You’ll Learn

  • Capabilities: how to establish operational service level objectives; use best operating/governance design/implementation practices; create operating & service level agreements.
  • Knowledge: Knowledge: operating/governance model design & integration; operating/service level agreement design; model & performance levels implementation roles and workflows.
  • Productivity:  how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway:  learn how an integrated operating & governance model design can also increase vendor scalability & flexibility.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • None at this time



Best Practices

  • Designing Integrated IT Governance & Operations Models – Best Practices
  • Principles for Establishing Operating Level & Service Level Agreements
  • Best Practices for Managing Multiple Vendors


Frameworks

  • Service Level Design & Implementation Workflow & Roles
  • Integrated IT Operating & Governance Models Workflow & Roles
  • Example of an Integrated Operating & Governance Model
  • Operational Schema Example



Templates

  • Vendor Performance RACI Chart
  • Vendor Performance Work Plan
  • Vendor Performance Kick-off & Recurring Meeting Docs
  • Vendor Performance Activity Reports
  • Vendor Performance Work Stream Reports



Workshop Price

$1595

Discovering Additional Outsourcing Opportunities


Workshop

Workshop Goal

Learn to identify, qualify and implement a prioritized road map of outsourcing opportunities. 

What You’ll Learn

  • Capabilities: how to plan an opportunity discovery & qualification activity; build a team with operational, outsourcing & modeling expertise; design discovery & qualification criteria; structure a management and reporting framework; implement discovery, qualification and road map processes.
  • Knowledge: discovery & qualification and opportunity road map best practices; management & implementation workflow activities, roles and responsibilities; modeling, data analysis & presentation techniques; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including Use Case & Savings models).
  • Key Workshop Takeaway:  combining management’s operational expertise with RiteSourced analytical tools will accelerate the discovery and qualification process.


Workshop Approach

  • Half Day at Your Location
  • Customized to Your Needs
  • Led by RiteSourced Principal
  • Interactive Use of Tools & Materials
  • Post-Workshop Review



Participant Licenses Included

Analytic Tools

  • Application Services Consolidation Model
  • Application Outsourcing Savings Model
  • Application Outsourcing Use Case Model
  • Process Maturity Assessment



Best Practices

  • Best Practices for Identifying Outsourcing Opportunities
  • Selecting the Right Outsourcing Model
  • Principles for Building an Outsourcing Road Map


Frameworks

  • Qualified Outsourcing Opportunities – Workflow & Roles
  • Building an Outsourcing Road Map – Workflow & Roles
  • Use Case Presentation Example
  • Outsourcing Road Map Example



Templates

  • Opportunity RACI Chart
  • Use Case Data Discovery
  • Outsourcing Opportunity Work Plan
  • Kick-off & Recurring Meeting Docs
  • Opportunity Activity Reports
  • Opportunity Work Stream Reports



Workshop Price

$1595