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  • Pages
01 About
02 Framework
03 Process Steps
04 ASSESS
05 ASSESS: Prioritise and analyse KPIs
06 ASSESS: Three approaches
07 ASSESS: Refresh approach
08 ASSESS: Light review approach
09 ASSESS: Deep dive approach
10 ASSESS: Tools
11 ASSESS: Supply chain mapping tools
12 ASSESS: Geo-mapping tools
13 ASSESS: Reporting and dissemination
14 EVALUATE
15 EVALUATE: Vendor evaluation and selection
16 EVALUATE: 4 steps for optimal outsourcing
17 EVALUATE: In-country supply chain assessment
18 EVALUATE: External benchmarking
19 EVALUATE: Investment case model
20 EVALUATE: High-level vendor assessment matrix
21 EVALUATE: Examples of vendor evaluation
22 CONTRACT
23 CONTRACT: Critical success factors for contracting
24 CONTRACT: Nine-step contracting approach
25 CONTRACT: Templates and examples
26 IMPLEMENT
27 IMPLEMENT - 3 Steps
28 IMPLEMENT - Managing the transition process
29 IMPLEMENT - Peformance management tools
30 IMPLEMENT - Governance procedures
31 IMPLEMENT - Examples of successful outsourcing arrangements
32 Enabler Tools
33 POLICY
34 POLICY: Introduction to procurement policy
35 POLICY: Examples of effective policy tools
36 ADVOCACY AND GOVERNANCE
37 ADVOCACY AND GOVERNANCE: Stakeholder expectations
38 ADVOCACY AND GOVERNANCE: Guidelines for advocacy processes
39 ADVOCACY AND GOVERNANCE: Examples of governance structure and communication platforms
40 ADVOCACY AND GOVERNANCE: Example of logistic working groups
41 ADVOCACY AND GOVERNANCE: Example of supplier forums
42 PEOPLE
43 PEOPLE: Introduction and capability matrix
44 PEOPLE: Considerations across Process Steps
45 PEOPLE: Skills considerations
46 PEOPLE: Working conditions
47 PEOPLE: Motivation considerations
48 PEOPLE: UK Case study
49 TECHNOLOGY
50 TECHNOLOGY: Introduction
51 TECHNOLOGY: VAN
52 TECHNOLOGY: eLMIS
53 TECHNOLOGY: OpenLMIS
54 TECHNOLOGY: Logistimo
55 TECHNOLOGY: Stock Visibility System (SVS)
56 TECHNOLOGY: Route optimisation
57 CASE STUDIES
58 CASE STUDY: Zambia
59 CASE STUDY: Kenya
60 CASE STUDY: Uganda
61 CASE STUDY: Mozambique
62 Pharmacy toolkit
63 Pharmacy toolkit intro
64 Pharmacy toolkit case studies
65 Pharmacy toolkit framework
66 Pharmacy Assess
67 Pharmacy Evaluate
68 Pharmacy Contract
69 Pharmacy Implement
70 Pharmacy Enabler tools
71 Laboratory services toolkit
72 Laboratory services toolkit introduction
73 Laboratory services toolkit review
74 Laboratory services toolkit framework
75 Laboratory services: Assess
76 Laboratory services: Evaluate
77 Laboratory services: Contract
78 Laboratory services: Implement
79 Laboratory services: Enabler tools
80 Tool Index
81 Acknowledgements
82 CONTACT

Process Steps

1. Assess > 2. Evaluate > 3. Contract > 4. Implement

Enabler Tools

Policy | Advocacy and governance | People | Technology

Case Studies

About the Outsourcing Toolkit framework

The process steps, enabler tools and tool guides are hosted in a simple framework for structure and ease of reference.

On this page you will learn:

  • The Outsourcing Toolkit framework
  • Four sequential Process Steps that build on each other to result in successful outsourcing
  • How to use the four Enabler Tools that support the delivery of the process steps
  • How to navigate the framework and Outsourcing Toolkit
  • Hints and tips for navigating the Outsourcing Toolkit and website

The Outsourcing Toolkit framework

Process Steps
1. Assess
2.Evaluate
3. Contract
4. Implement
Enabler Tools
OSTKonline, OSTK, outsourcing toolkit
OSTKonline, OSTK, outsourcing toolkit
OSTKonline, OSTK, outsourcing toolkit
Policy

Advocacy and governance

People

Technology

Understanding the framework

The outsourcing toolkit is composed of four process steps and four cross-cutting enabler tools. The toolkit framework demonstrates the sequence of the Process Steps, supported by the Enabler Tools.

What is a Process Step?

The Process Steps constitute the end-to-end process of outsourcing from assessing, evaluating, contracting, to implementing. These sections are the sequential steps to the outsourcing process and contain guide, tools and guidelines to inform and guide decision making in the outsourcing context. The Process Steps form the pillars of the Outsourcing Toolkit.

What is an Enabler Tool?

The enabler tools are the foundational supporting blocks to the outsourcing toolkit. They cover the supporting Policy, Advocacy and Governance, People and Technology tools and guides used to enhance and assist the Process Steps. The Enabler Tools are cross-cutting and can be used throughout the Outsourcing Toolkit.

How is the outsourcing framework composed?

The Outsourcing Toolkit framework shows the structural relationship between the Process Steps and Enabler Tools. The sequence of Process Steps is supported by the Enabler Tools. Using a ‘house’ analogy, the process steps are the ‘pillars’ of the house and the Enabler Tools are the ‘foundations’ supporting the house for outsourcing.


How do I navigate the framework?

The framework is a guide to help move from a review to successful implementation for outsourcing. The framework takes you through three phases:

Review

The Process Steps 1 – Assess – and 2 – Evaluate – define the ‘What’ activities for outsourcing:

  • What is the current healthcare supply chain structure and level of performance?
  • What problem or opportunity could be addressed by outsourcing?
  • What functional area provides an opportunity for participation?
  • What choices need to be made to build the investment case?

Expected outcomes

The Process Steps 3 – Contract – and 4 – Implement – define the ‘How’ activities for outsourcing. How to:

  • On-board key internal stakeholders
  • Brief and develop a request for proposal
  • Conduct effective vendor evaluations
  • Craft and develop the contract
  • Manage the transition to a vendor successfully
  • Effectively implement key performance indicators (KPI’s) and performance metrics
  • Implement appropriate management and oversight processes and structures

Support for the process

  • The Enabler Tools support the entire outsourcing process
  • Throughout the toolkit, the Enabler Tools support the Process Steps
  • Connections between the Process Steps and their supporting Enabler Tools are shown in each introductory page
  • The Enabler Tools enhance, strengthen and bolster the delivery of each Process Step

Hints and tips

Where to start?

Start with Process Step 1, Assess. You can skip Assess and go to Evaluate if a well-documented supply chain assessment has been completed in the last two years or if there's a well-established understanding of why and what the organisation wants to outsource. For completeness, we suggest studying the Enabler Tools and/or associated Process Steps that pre-sequence, follow or connect with that section.

Where to find tools, guides and examples?

There are relevant tools, guides, processes, examples within the Process Steps and/or Enabler Tool sections. If you'd like to make sure that you've covered everything in the Outsourcing Toolkit you can use the Tool Index as a checklist. For a complete list of the guidelines, tools, process and practices included in the Process Steps and Enabler Tools go to the Tool Index.

Contribute

We want this Outsourcing Toolkit to meet your needs. Please share any feedback, tools or case studies with us.

Contact us
NEXT: Introduction to Process Steps

About | Framework | Pharmacy toolkit | Laboratory services toolkit | Tool Index | Acknowledgements | Contact