1. Phase 1 : Assessing and Laying the Foundation
   1. Assessing your Offshoring Readiness
      1. Questions: Internal Processes
      2. Risk Assessment
         1. Spiderweb Chart
   2. Setting up a Strong Project Team
      1. Set up Responsibilities
      2. Small Team for Quick Decisions
      3. Good Internal Networking/Communication
      4. Reach-out: Inquire References
   3. Engaging Advisory Experts
      1. Saves Time for Project Team
      2. International Consultants
   4. Prepare a Strategic Plan
      1. Strategic Goals: Speed, Agility, Talent, Knowledge and New Revenue
      2. Communicate and Operationalize Strategies
      3. Establish Budgets
         1. Three Phases
            1. Documentation
   5. Selection: Analysis and Testing
      1. Analyze Challenges: 5 C's (Communication, Coordination, Control, Cohesion & Culture)
      2. Scope/Pilot Project (Measurement and Tracking)
2. Phase 2: Identifying the Providers
   1. Locate Providers
      1. Industry Expertise
      2. Track Record and References
   2. Select a Country
      1. Locate Countries: BRIC (emerging)
      2. Skills, Costs, Security and Regulations
      3. Cultural Apects
      4. Global Presence
   3. Develop Criteria for Provider Selection
      1. Hard Measurable Criteria
      2. Research
         1. Matrix: Scoring
   4. RFI and RFP's
      1. Initial Questions?
      2. Send out RFI's to Companies
      3. RFP"s from Companies
         1. Shortlist
            1. Guidelines, Specific, References, Questions?
3. Phase 3: Selecting a Provider
   1. Making Recommendations and Contract Negotiations
      1. Initial Project Objectives
      2. Financial Justification and Pricing
      3. Selection Methodology
      4. Legal Issues: Taxes, Rights, Privacy, IP, SLA & Regulations
   2. The Offshore Visit
      1. Foreign Trip to Assess Providers
      2. Preferences
      3. Provider Performance v. Customer Goals
      4. Checklist