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BS ISO 37500:2014

BS ISO 37500:2014

$215.11

Guidance on outsourcing

Published By Publication Date Number of Pages
BSI 2014 84
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This International Standard covers the main phases, processes and governance aspects of outsourcing, independent of size and sectors of industry and commerce. It is intended to provide a good foundation to enable organizations to enter into, and continue to sustain, successful outsourcing arrangements throughout the contractual period.

This International Standard gives guidance on:

  • good outsourcing governance for the mutual benefit of client and provider;

  • flexibility of outsourcing arrangements, accommodating changing business requirements;

  • identifying risks involved with outsourcing;

  • enabling mutually beneficial collaborative relationships.

This International Standard can be tailored and extended to industry-specific needs to accommodate international, national and local laws and regulations (including those related to the environment, labour, health and safety), the size of the outsourcing arrangement and the type of industry sector.

This International Standard recognizes that the various stakeholders act separately in some phases of the outsourcing life cycle and together in others. It is not possible to exclusively allocate processes within the outsourcing life cycle to either client or provider. For each outsourcing arrangement, process responsibility is intended to be interpreted accordingly and tailored by the user.

This International Standard is intended to relate to any outsourcing relationship, whether outsourcing for the first time or not, using a single-provider or multi-provider model, or draft agreements based on services or outcomes. Processes mentioned in this International Standard are intended to be tailored to fit the outsourcing strategy and maturity of the client and provider organizations.

This International Standard is intended to be used by outsourcing clients, providers and practitioners, such as:

  • decision makers and their empowered representatives;

  • all stakeholders engaged in facilitating the creation and/or management of outsourcing arrangements;

  • staff at all levels of experience in outsourcing.

PDF Catalog

PDF Pages PDF Title
7 Foreword
8 Introduction
9 1 Scope
2 Normative references
3 Terms and definitions
12 4 Outsourcing introduction and model
4.1 Contextual model of outsourcing
13 4.2 Reasons for outsourcing
4.3 Risks of outsourcing
14 4.4 Outsourcing life cycle model
17 4.5 Summary of main outsourcing life cycle outputs
4.6 Repeating the outsourcing life cycle
18 5 Outsourcing governance framework
5.1 General
19 5.2 Management structure and functions
5.3 Joint governance committees
20 5.4 Appreciation of cultural differences
21 5.5 Processes of outsourcing governance
26 6 Phase 1: Outsourcing strategy analysis
6.1 General
27 6.2 Check outsourcing prerequisites
28 6.3 Understand services eligible for outsourcing
29 6.4 Assess organizational impact of outsourcing of services
30 6.5 Define outsourcing strategy
32 6.6 Develop initial business case(s) for outsourcing
6.7 Evaluate and decide
33 6.8 Set up outsourcing project
34 7 Phase 2: Initiation and selection
7.1 General
7.2 Detail required services
35 7.3 Detail outsourcing model
36 7.4 Define agreement requirements and structure
37 7.5 Identify potential providers
38 7.6 Shortlist providers
39 7.7 Outline agreements
40 7.8 Negotiate and establish agreements
41 8 Phase 3: Transition
8.1 General
42 8.2 Establish transition project team
43 8.3 Establish outsourcing governance
44 8.4 Refine delivery frameworks and transition plan
45 8.5 Refine knowledge acquisition
46 8.6 Execute transition of knowledge, people, processes and technology
47 8.7 Deploy the quality, risk, audit and compliance frameworks
48 8.8 Deploy asset and knowledge management framework
8.9 Deploy delivery frameworks
49 8.10 Test service delivery capability
50 8.11 Pilot and handover
51 9 Phase 4: Deliver value
9.1 General
52 9.2 Deliver service
53 9.3 Monitor and review service performance (ongoing)
54 9.4 Manage and resolve issues (ongoing)
55 9.5 Deliver and manage changes (ongoing)
56 9.6 Deliver innovation (optional, ongoing)
57 9.7 Deliver transformation (optional)
9.8 Manage finances
58 9.9 Manage relationships
59 9.10 Manage the agreement
60 9.11 Value and business case assurance
9.12 Continuation or end of agreement preparation
62 AnnexĀ A
(informative)

Governance committees and meeting structure

63 AnnexĀ B
(informative)

Checklist of potential outsourcing risks per phase

66 AnnexĀ C
(informative)

Phase 1 Checklist for the outsourcing business case

68 AnnexĀ D
(informative)

Phase 2 Typical topics included in the checklist for request for information

70 AnnexĀ E
(informative)

Phase 2 Checklist for the request for proposal

71 AnnexĀ F
(informative)

Phase 2 Examples of agreement topics

72 AnnexĀ G
(informative)

Phase 3 Checklist of transition plan

76 AnnexĀ H
(informative)

Phase 4 Example of innovation funnel process

78 AnnexĀ I
(informative)

Outsourcing life cycle exit

80 Bibliography

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BS ISO 37500:2014
$215.11