Please use our Outsourcing Self-Assessment tool to help you gauge certain factors about your business that we have found to be important in realizing a successful long-term outsourcing strategy. It may also serve as a starting point for our consultation with you about working together to build your outsourced team.


The self-assessment is a simple exercise that covers some of the major factors to consider when making the decision to outsource and when creating an initial outsourcing plan such as:

  1. Clarifying the factors leading to the decision to outsource.
  2. Setting outsourcing goals.
  3. Assessing local staff readiness to accommodate outsourcing.
  4. Assessing current processes for outsourcing optimization.
  5. Managing processes to ensure success.
  6. Getting remote staff up to speed.
  7. Building long-term process equity.
  8. Defining management roles and the relationship with your outsourcing provider.

    Assessment Form Response Guide

    1. My decision to outsource was primarily driven by (mark all that apply):

    2. My goal for my outsourced team is (mark all that apply):

    3. My local staff are:

    4. My current processes are (mark all that apply):

    5. I'm able to set expectations and gauge the performance of my staff by:

    6. With regard to training:

    7. We view our offshore staff as:

    8. I want our outsourcing partner to (mark all that apply):

    Please leave your information below and we will get back to you soon to discuss the assessment results.