This session will provide a step-by-step framework for successful outsourcing and will concentrate on three critical elements: how to select the best providers, negotiate win-win contracts and manage provider relationships effectively. In an interactive setting, Greaver and Klein will tell you:

• How to identify potential providers, their qualifications, and set evaluation criteria

• How to develop the RFP, what should be included, and potential pitfalls

• How to evaluate the providers’ proposals

• How to select the best provider for your organization’s specific needs

• How to develop a win-win contract; how to prepare for negotiations and set an appropriate scope

• How to best address provisions for performance standards, management/control, and transitions & terminations within your contract

• Methods to monitor provider performance

• How to set up appropriate oversight mechanisms

• How to best resolve disputes

• How and when to terminate the outsourcing contract

Maurice F. Greaver
author,
Strategic Outsourcing & Founder, Greaver & Associates

Maurice F. Greaver provides management consulting services on strategic, financial and outsourcing issues to a cross section of industries. Mr. Greaver is the author of the book "Strategic Outsourcing" and is a seminar leader for the American Management Association’s Strategic Outsourcing Program. Mr. Greaver has held executive positions with Home Warranty Corporation, Alexander & Alexander Services, and Deloitte Haskins & Sells. He holds a BS degree in Accounting, graduating with honors from Pfeiffer College. He is a member of the American Institute of CPAs and the Virginia Society of CPAs.

Allen J. Klein
Partner,
ShawPittman LLP

Allen J. Klein is an international technology and outsourcing transactions lawyer. He represents global clients in the structuring, negotiation and documentation of all types of outsourcing transactions. His clients include manufacturing, automotive, financial, and
media companies as well as nonprofit organizations.