Provider 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 success.




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


Planning & Managing the Outsourcing Pursuit


Workshop

Workshop Goal

Learn to plan, build and manage a winning outsourcing pursuit team. 

What You’ll Learn

  • Capabilities: how to fill team roles & responsibilities according to RFP scope, then implement a planning & management framework.
  • Knowledge: assessing RFP content to guide 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 use a pursuit’s first week to immediately create a focused team and a sense of 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 Evaluation



Best Practices

  • First Week “Fast Start” Guide
  • Pursuit Team Management – Best Practices


Frameworks

  • Pursuit Team Roles & Workflow



Templates

  • Kick-off & Recurring Meeting Template
  • Pursuit Team RACI Chart
  • Pursuit Work Stream Reports
  • Pursuit Team Work Plan



Workshop Price

$1595

Solution Architecture Design & Implementation


Workshop

Workshop Goal

How to design and implement a compelling, integrated, solution architecture.  

What You’ll Learn

  • Capabilities: how to design/implement solution architecture that: complies with selection criteria & competitive landscape; addresses pain points with win themes; integrates work streams into a compelling solution narrative.
  • Knowledge: assessing & using RFP submission requirements to create solution work stream objectives, roles, responsibilities; utilizing competitive intelligence; solution planning & management practices; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway: how to guard against good solution architecture that loses and produce compelling architecture that wins.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • Price-to-Win Model
  • Solution Pricing Model
  • Solution Design Compliance



Best Practices

  • Solution Architecture Best Practices
  • Integrating Solution Work Streams – Best Practices


Frameworks

  • Solution Architecture Roles & Workflow
  • Solution Architecture Examples



Templates

  • Solution Architecture RACI Chart
  • Solution Architecture Work Stream Reports
  • Solution Architecture Activity Reports
  • Kick-off & Recurring Meeting Template
  • Solution Architecture Work Plan



Workshop Price

$2850


Proposal/Presentation Design & Implementation


Workshops

Workshop Goal

Learn to design and build winning outsourcing proposals.

What You’ll Learn

  • Capabilities: how to design/implement a RFP proposal that surpasses requirements and convincingly articulates an innovative, cost-effective, solution.
  • Knowledge: clearly addressing RFP requirements; incorporating win themes into content; proposal formats & content standards; effective use of graphics; proposal workflow roles, responsibilities & activities; review gates, reporting & RFP compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including Proposal examples).
  • Key Workshop Takeaway: how to use techniques that produce seamless proposals that ‘speak with one voice’.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • Proposal Content Compliance
  • Proposal Price-to-Win Model



Best Practices

  • Proposal “Fast Start” Guide
  • Winning Proposals – Best Practices


Frameworks

  • Proposal Workflow & Roles
  • Proposal Examples



Templates

  • Proposal RACI Chart
  • Kick-off & Recurring Meeting Template
  • Proposal Work Plan
  • Proposal Work Stream Reports
  • Proposal Activity Reports



Workshop Price

$2850

Workshop Goal

Understand how articulate proposal powerpoints are designed and delivered.  

What You’ll Learn

  • Capabilities: how to design and deliver a PPT of focused proposal content, which engages the audience and establishes team intellectual property credentials.
  • Knowledge: PPT formats, content & graphic standards; team & presenter selection criteria; design & presentation workflow roles, responsibilities & activities; review gate activities; proposal compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including PPT examples).
  • Key Workshop Takeaway: effective methods to maintain content discipline while also fostering creativity.


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

  • Presentation Content Compliance



Best Practices

  • Winning Presentations -Best Practices
  • Presentation “Fast Start” Guide


Frameworks

  • Presentation Workflow & Roles
  • Presentation Examples



Templates

  • Presentation RACI Chart
  • Presentation Work Plan
  • Presentation Kick-off & Recurring Meeting Template
  • Presentation Work Stream Reports
  • Presentation Activity Reports



Workshop Price

$1595


Building Application, Infrastructure & BPO Solutions


Workshops

Workshop Goal

Learn how to build an innovative & cost-saving application services solution, knowledgeable about – and focused on -client needs.

What You’ll Learn

  • Capabilities: gain & apply insightful current state data to the solution in innovative ways; design & apply very specific transformational solutions to a deep understanding of client needs; clearly articulate an effective mitigation strategy that addresses a full disclosure of potential solution risks; tie significant cost savings to a well defined, future state, delivery model.
  • Knowledge: evaluating solution requirements; incorporating win themes, innovation, competitive intel; data analysis & modeling; solution content, format, graphics standards; solution workflow roles, responsibilities & activities; workflow and activity level reporting & compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices  (including Staffing, Pricing & Price-to-Win models).
  • Key Workshop Takeaway: effective ways to weave client pain point insights; industry expertise; competitive intelligence & innovation into the solution.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • Application Services Current State Analysis Tool
  • Application Services Price-to-Win Model
  • Application Services Current State Cost Model
  • Application Services Future State Pricing Model



Best Practices

  • Application Services Solution Best Practices


Frameworks

  • Application Services Solution Roles & Workflow
  • Application Services Solution Examples



Templates

  • Application Services Solution Work Plan
  • Application Services Solution RACI Chart
  • Application Services Solution Work Stream Reports
  • Application Services Solution Activity Reports
  • Application Services Kick-off & Recurring Meeting Template



Workshop Price

$2850

Workshop Goal

Learn how to build an innovative & cost-saving infrastructure services solution, knowledgeable about – and focused on -client needs.

What You’ll Learn

  • Capabilities: gain & apply insightful current state data to the solution in innovative ways; design & apply very specific transformational solutions to a deep understanding of client needs; clearly articulate an effective mitigation strategy that addresses a full disclosure of potential solution risks; tie significant cost savings to a well defined, future state, delivery model.
  • Knowledge: evaluating solution requirements; incorporating win themes, innovation, competitive intel; data analysis & modeling; solution content, format, graphics standards; solution workflow roles, responsibilities & activities; workflow and activity level reporting & compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices  (including Staffing, Pricing & Price-to-Win models).
  • Key Workshop Takeaway: effective ways to weave client pain point insights; industry expertise; competitive intelligence & innovation into the solution.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • Infrastructure Services Current State Analysis Tool
  • Infrastructure Services Price-to-Win Model
  • Infrastructure Services Current State Cost Model
  • Infrastructure Services Future State Pricing Model



Best Practices

  • Infrastructure Services Solution Best Practices
  • Infrastructure Services & Technology – Solution Partnering Guide


Frameworks

  • Infrastructure Services Solution Roles & Workflow
  • Infrastructure Services Solution Examples



Templates

  • Infrastructure Solution Work Plan
  • Infrastructure Solution RACI Chart
  • Infrastructure Solution Work Stream Reports
  • Infrastructure Solution Activity Reports
  • Infrastructure Solution Kick-off & Recurring Meeting Templates



Workshop Price

$2850

Workshop Goal

Learn how to build an innovative & cost-saving business process outsourcing (BPO) services solution, knowledgeable about – and focused on -client needs.

What You’ll Learn

  • Capabilities: gain & apply insightful current state data to the solution in innovative ways; design & apply very specific transformational solutions to a deep understanding of client needs; clearly articulate an effective mitigation strategy that addresses a full disclosure of potential solution risks; tie significant cost savings to a well defined, future state, delivery model.
  • Knowledge: evaluating solution requirements; incorporating win themes, innovation, competitive intel; data analysis & modeling; solution content, format, graphics standards; solution workflow roles, responsibilities & activities; workflow and activity level reporting & compliance.
  • Productivity: how to leverage innovative RiteSourced tools & best practices  (including Staffing, Pricing & Price-to-Win models).
  • Key Workshop Takeaway: effective ways to weave client pain point insights; industry expertise; competitive intelligence & innovation into the solution.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • BPO Current State Analysis Tool
  • BPO Price-to-Win Model
  • BPO Current State Cost Model
  • BPO Future State Pricing Model



Best Practices

  • BPO Solution Best Practices
  • BPO -ITES – Solution Partnering Best Practices


Frameworks

  • BPO Solution Roles & Workflow
  • BPO Services Solution Examples



Templates

  • BPO Solution Work Plan
  • BPO Solution RACI Chart
  • BPO Solution Work Stream Reports
  • BPO Solution Activity Reports
  • BPO Solution Kick-off & Recurring Meeting Template



Workshop Price

$2850


Developing Outsourcing Pursuit Opportunities


Workshop

Workshop Goal

Learn to discover & qualify application outsourcing sales opportunities, within existing or targeted accounts. 

What You’ll Learn

  • Capabilities: how to plan and execute an opportunity discovery & qualification activity; identify priority account targets; build a development team with sales, outsourcing & modeling expertise; structure a management and reporting framework.
  • Knowledge: discovery & qualification practices, roles, responsibilities, workflows & activities; modeling, data analysis & presentation techniques; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices (including Savings & Use Case Models).
  • Key Workshop Takeaway: structuring the proper combination of account knowledge, business development skills, outsourcing expertise and insightful modeling is crucial to developing outsourcing revenue.


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 Savings Model
  • Application Outsourcing Use Case Model



Best Practices

  • Outsourcing Opportunity Discovery – Best Practices


Frameworks

  • Opportunity Development Roles & Workflow
  • Outsourcing Use Case Findings – Presentation Examples



Templates

  • Kick-off & Recurring Meeting Template
  • Opportunity Work Plans
  • Use Case Data Discovery Tool
  • Opportunity RACI Chart
  • Opportunity Review Gates



Workshop Price

$1595

Due Diligence Design & Implementation


Workshop

Workshop Goal

Design and execute an effective due diligence plan; manage plan outcomes to solution validation requirements.

What You’ll Learn

  • Capabilities: how to design and implement a due diligence plan based upon solution architecture and design deliverables; structure a team with proper skill sets, capacity, and customer relationship capabilities; produce accurate due diligence findings that support, revise or create assumptions for services solution design; pricing and risk management.
  • Knowledge: due diligence design & implementation; workflow roles, responsibilities & activities; data capture, evaluation; solution design/due diligence GAP analysis; review gates & reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway: effectively integrating the due diligence plan with the final solution design is essential for competitive final pricing and risk management.


Workshop Approach

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



Participant Licenses Included

Analytic Tools

  • Due Diligence Findings Analysis



Best Practices

  • Due Diligence – Client Site & Offsite Best Practices


Frameworks

  • Due Diligence Roles & Workflow
  • Due Diligence Findings – Presentation Examples



Templates

  • Due Diligence RACI Chart
  • Due Diligence Work Plan
  • Kick-off & Recurring Meeting Template
  • Due Diligence Activity Reports
  • Due Diligence Work Stream Reports



Workshop Price

$1595


Building the Delivery Performance Solution


Workshop

Workshop Goal

Design performance management solutions that deliver higher service levels at lower costs.

What You’ll Learn

  • Capabilities: design and implementation of robust, integrated, operating & governance models with end-to-end workflow scope; establishment and refinement of operating level (OLA) and service level (SLA) agreements between the client and all providers; creation of clear lines of authority, reporting & accountability for work performance and outcomes.
  • Knowledge: operating and governance model scope, design, workflows, roles and responsibilities; operating & service level bench marking & implementation; accountability structure, reporting processes and escalation flows.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway:  only well integrated operating and governance models, across both client & provider domains, can manage performance to both higher service levels and lower costs.


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 currently available for this workshop



Best Practices

  • Delivery Performance – Best Practices
  • Establishing Operating & Service Level Agreements – Best Practices


Frameworks

  • Performance Solution Roles & Workflow
  • Performance Solution Examples
  • Operating & Service Level Agreement Examples



Templates

  • Performance Solution RACI Chart
  • Performance Solution Work Plan
  • Performance Solution Work Stream Reports
  • Performance Solution Activity Reports



Workshop Price

$1595

Transition Design & Implementation


Workshop

Workshop Goal

Learn how to create a transition solution that strikes the right balance between costs, duration and risks.  

What You’ll Learn

  • Capabilities: how to design/ implement a plan that bridges the client’s existing state to the future solution state with a effective balance of speed, cost & risk; accurately identify transition risks and address with mitigation tactics; address human resources considerations; demonstrate the use of proven transition methodologies and tools.
  • Knowledge: client relationship & human resources management; transition design and implementation methodologies; transition workflow roles, responsibilities & activities; risk management design; review gates and reporting.
  • Productivity: how to leverage innovative RiteSourced tools & best practices.
  • Key Workshop Takeaway: the narrative of transition activities, such as: re-badge; transition waves and knowledge transfer cycles, must be treated as a powerful tool in shaping the client’s perception of risk.


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

  • Work Consolidation Model
  • Transition Pricing Model



Best Practices

  • Principles of Effective Transitions
  • Principles of Client & Transition Team Collaboration


Frameworks

  • Transition Roles & Workflow
  • Transition Solution Examples



Templates

  • Transition RACI Chart
  • Transition Work Plan
  • Transition Kick-off & Recurring Meeting Template
  • Transition Work Stream Reports
  • Transition Activity Reports



Workshop Price

$1595