Judith Hale 
Outsourcing Training and Development 
Factors for Success

In this book, human resource management and training expert
Judy Hale demystifies training outsourcing and details how
companies can successfully outsource their training and development
needs–from the entire learning function to selected services
and programs. It also covers the labyrinth of contractual,
interpersonal, and legal dimensions inherent in any decision to
partner with another service provider. Filled with practical tips,
guidelines, and plenty of tools, this book explains how to
determine

* What type of external resources will be required

* What to expect of external resources

* What will be required in terms of program deliverables,
reports, quality assurance, risk management, and reporting
relationships

* The level of readiness to outsource deliverables ranging from
managing the training and development function to specific program
elements

* The contractual elements that best protect an
organization’s interests

* How to collaborate effectively with all of the functions
involved in outsourcing decisions

Inhaltsverzeichnis

List of Figures.

CD-ROM Contents.

Preface.

Introduction.

Chapter 1: Outsourcing: A Business and Economic
Model.

A Little History.

Why Outsource.

What Is Outsourced.

What the Relationship Looks Like.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 2: Identifying the Need.

Determine Clients‘ Needs.

Determine Criticality and Priority.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 3: Assessing Capacity and Capability.

Assess Strengths.

Assess Weaknesses.

Conduct Job Task Analysis.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 4 Selecting the Outsourcing Firm.

Set the Baseline.

Define Roles and Responsibilities.

Define the Requirements.

Define the Selection Criteria.

Recruit Potential Outsourcing Firms.

Issue the RFQ.

Issue the RFP.

Convene the Panel and Decide.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Notes.

Chapter 5: Contracting.

Prepare the Contract.

Draft Master Agreement.

Determine Scope of Work.

Draft Addenda.

Agree on Terms and Conditions.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Note.

Chapter 6: Starting Up.

Build Contract Profile.

Set Up Governance Process.

Develop Management Plan and Schedule.

Create Communication Protocols.

Develop Document Standards and Controls.

Agree on Deliverable Standards.

Identify Intellectual Property.

Create Transition Plan.

Create Dispute Resolution Process.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Chapter 7: Managing the Relationship.

Provide Oversight.

Implement the Plan and Protocols.

Share Expectations and Agree on Goals.

Communicate.

Stay Current with Needs.

Measure and Report Results.

Celebrate Success.

Improve Processes.

Implications.

Missteps and Oversights.

Summary.

Where to Learn More.

Chapter 8: Closing Out.

Notify About Termination.

Transfer Intellectual Property.

Return Physical Property.

Reconcile Financial Obligations.

Terminate Clearances, Codes.

Execute Final Performance Review.

Orient the Training Function.

Implications.

Missteps.

Summary.

Where to Learn More.

Notes.

Index.

About the Author.

Pfeiffer Publications Guide.

Über den Autor

Judith Hale, Ph.D., is president of the consulting firm, Hale Associates. Their services include consultation on alignment, assessment, certification, evaluation, and integration of performance improvement systems, performance management and strategic planning. She is also the author of The Performance Consultant’s Fieldbook, Performance-Based Certification, Performance-Based Management, and Performance-Based Evaluation all from Pfeiffer.