Free outsourcing planning tool

Plan a focused BPO pilot.

Start small. Define the process, agree responsibilities, measure outcomes and make an evidence-based decision before expanding outsourcing.

Complete only the sections relevant to your pilot. Review your plan, download a text copy or print to PDF. For best results, first document the workflow with our Process Handover Builder.

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Pilot definition

Pilot name

Business goal and problem to solve

Included tasks and deliverables

Out of scope

Timing and responsibilities

Planned start date

Planned end date

Business sponsor / decision owner

Internal process owner

Delivery team / provider

Approvals and handoff responsibilities

Baseline and success measures

Current baseline

Success measure 1 — target and measurement method

Success measure 2 — target and measurement method

Success measure 3 — target and measurement method

Evidence and reporting cadence

Pilot execution

Training and access preparation

Milestone 1 — preparation

Milestone 2 — supervised delivery

Milestone 3 — independent delivery and review

Check-ins and communication

Risk, quality and controls

Quality assurance and sample review

Data protection and access safeguards

Key risks and mitigation

Escalation and contingency

Budget and resource limits

Review and decision

Decision review date

Decision-maker

Go / revise / stop criteria

Transition plan if successful

Exit plan if stopped

Your BPO pilot plan

Review all assumptions, owners and success criteria with your team before starting.

After your pilot plan

Get an independent perspective on scope and safeguards.

Use your completed plan to discuss a suitable operating model, responsibilities and pilot evaluation with potential partners.

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