Practical Solutions for your Software Development Challenges


Supplier Management Workshop - 1.5 days


Agenda



1. Introduction
  • What is outsourcing?
  • Why outsource?
  • Definitions
  • Optional: Supplier Management and the SEI CMMI
  • Specific issues when dealing with suppliers
2. Practice Session: Small group discussions
on outsourcing-related problems, concerns, and questions

3. 

Selecting a project for outsourcing

  • Outsourcing analysis worksheet
4. The Supplier Management Process
  • Roles involved in the process
  • The RFP team
  • Process entry criteria
  • Supplier management process flow
  • Process exit criteria
5. Define Product Requirements
  • Requirements definitions
  • The vision and scope document
  • Use cases
  • Event tables
  • The software/system requirements specification
  • Practice session: quality attributes and constraints
  • Validating the requirements
6. Prepare Statement of Work
  • Contents of the SOW
  • Risk analysis and risk management
  • Major risks to outsourced projects
  • Approach to risk management
  • Practice session: identifying risks
  • Documenting risks

7.

Define Proposal Evaluation Criteria

  • Developing the proposal evaluation matrix
  • Practice session: defining evaluation criteria
8. Prepare Request for Proposal
  • Inputs to the RFP
  • The RFP template
9. Submit Request for Proposal to Suppliers
  • Finding candidate suppliers
  • Handling communications with suppliers
10. Select Supplier
  • Evaluating the proposals
  • Using the proposal evaluation matrix
  • Using the Guidance for Selecting Suppliers
  • Communicating with suppliers
11. Develop Supplier Management Plan
  • Contents of a supplier management plan
  • The supplier's development plan
12. Execute Contract
  • Contents of a contract
  • Legal aspects of contracting
  • Negotiating open issues
  • Contingency plans for a nonperforming supplier
13. Manage Outsourced Project
  • Tracking project status
  • Status report template
  • Project metrics
  • Monitoring risks
  • Technical peer reviews
  • Managing commitments, issues, and conflicts
  • Managing changes
  • Warning signs of trouble
14. Accept Product
  • Product acceptance criteria and acceptance procedures
  • Product acceptance report
  • Practice session: your acceptance criteria
  • Transitioning accepted products to support
15. Support and Maintain Product
  • Skills and knowledge transfer from supplier to acquirer
  • Maintenance and support services
  • Handling modifications
16. Close Out Project
  • Performing a project retrospective
  • The retrospective process
  • Retrospective deliverables
  • The process change cycle
  • Lessons learned
17. Wrap-Up
  • Outsourcing traps to avoid



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