Learning Options

Outsourcing and Managing HR Service Partners
Certification Course: T12

Take the Guesswork Out of Outsourcing

This intermediate-level course covers the steps for selecting and managing compensation, benefits and other HR service partners. Participants will have an opportunity to discuss issues that arise when deciding whether outsourcing a particular function is appropriate for the organization. In addition, the course addresses which type of service partner a company may need, what performance expectations are appropriate and how to know if a service partner’s resources and expertise are appropriate for an organization’s needs.

• Learn the four approaches to outsourcing
• Find out how to build a business case for outsourcing a process or function
• Examine the steps needed when selecting the appropriate service partner
• Discover how to negotiate and finalize a contract
• Cover the logistical issues related to the transition to a new service partner
• Gain an understanding of how to build and monitor the partnership
• Examine how to terminate or re-bid the service partner relationship when contract expires

Who Should Attend

This course is designed for middle to senior-level benefits and HR professionals responsible for selecting and managing outside service partner and consultant relationships.

What You Will Learn

Making the Decision to Outsource

• The outsourcing cycle
• Types of outsourcing
• Four approaches to outsourcing
• What is typically outsourced
• Why consider outsourcing
• Building the business case
• Skill sets for selecting and managing HR service partners

Selecting an HR Service Partner

• Forming the selection team
• Assessing the situation
• RFI basics
• RFP basics
• Drafting an RFP
• Judging the bidders
• Making the decision
• Documenting the decision
• Presenting the final selection

Negotiating and Finalizing the Contract

• The letter of intent
• The contract and its content
• Contract provisions by plan type
• Negotiation power
• Final contract review

Implementation and Transition to the New Service Partner

• Planning the transition
• Selecting the implementation team
• Documenting the transition
• Logistical issues
• Communicating the transition

Managing the Relationship

• Building the partnership
• Client/service partner etiquette
• Monitoring performance
• Service partner issues and challenges
• Resolving disputes

Completion of the Contract Term

• Termination prior to end of contract period
• Completion of contract period
• The decision to “insource”
• Determining whether to renew/renegotiate vs. rebid
• Rebidding the contract
• Terminating the contract
• Terminating current contracts
• Transition tips

	Credits United States CCP: Elective CBP: Elective Recertification: 2 Course, .5 Exam CEUs: 1.5 Course, .3 Exam CPEs: 16 CPT: 12 points CPIM/CFPIM/CSCP: 14 points PHR/SPHR/GPHR recertification hours: 16
	Faculty
	Course book amendments

Consider Bringing This Course to Your Location This professional development program and others offered by WorldatWork can be customized to meet the unique needs of your organization and delivered at your location. For more information, contact a Corporate Education Resource Manager at 877/710-5970 or 480/905-5980.