The 4 Simple Rules For Effectively Outsourcing Offshore
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The document outlines the 4 simple rules for effective outsourcing: 1) Begin with the end in mind by clarifying business goals, 2) Deconstruct level 3 activities to identify admin and repeatable tasks to outsource, 3) Systematize processes for scale through standard operating procedures and documentation, and 4) Use talent selection criteria when hiring to build an effective virtual team. It then discusses how to apply each rule and provides examples and recommendations for outsourcing effectively.
The 4 Simple Rules For Effectively Outsourcing Offshore
- 1. The 4 Simple Rules for Effective Outsourcing Learning Series How How SME'S can apply the same tactics as the World’s most successful companies to outperform their competition
- 2. Outsource Offshore +ProcessImprovement IMPROVEDRESULTS Our Values: CARE DRIVE LEARN EXECUTE FIND-A-WAY Our Mission: To help businesses to scale and be a catalyst for people to exceed
- 4. CEO / President Co-Founder Australia, PNG, Fiji, Samoa, & Philippines 19YRS recruitment REVIEWED >100K RESUMES https://linkedin.com/in/fionakesby YOUR NEXT RETREAT HERE CARES FOR >203 PEOPLE OFFICE 3 LOCATIONS Fiona Kesby >56 CLIENTS
- 5. Common Challenges 1. Increase Revenue 2. Improve Customer Service 3. Decrease Costs Execution & Behavioural Change Specialist Recruitment Specialist
- 6. Quick intros Name: Businesses: Outsourcing offshore experience: a) Brand new b) Tried it and did not go well c) Currently doing it, could be better d) Currently doing it, amazing Which challenge would you like to drive next in your business? 1) Increase Revenue 2) Improve Customer Service 3) Decrease Costs
- 8. 4 Rules of Effective Outsourcing Offshore The Core Approaches Culture GO-VA Offering (results coach)
- 9. 4 Rules of Effective Outsourcing Offshore The Core Approaches Culture GO-VA Offering (results coach)
- 10. 1. Begin with the End in Mind – Get clear on your business goals. 2. Deconstruct level 3 activities – Zero in on admin & repeatable tasks. 3. Systematize for Scale – Checklists and documentation. 4. Talent Selection Criteria – Hire like a pro. Build a team.
- 11. RULE #1 Begin with the End in Mind. Get Clear on Your Business Goal
- 12. 1. Begin with the End in Mind – Clarify your business goals (VERB) (Measure) from (X) to (Y) by (When) Wildly Important Goals Lead Measures – repeatable behaviours Increase New Client Revenue from $4M to $5.2M by 31/12/15 Meet with 5 NEW clients per week Send out “Hot Offering” to 25 Potential New clients each week Contact and connect with >90% of New Potential clients within 7 days of promotion being sent
- 14. ACTION AUTOMATE DELEGATE DISCARD Mindset & Process It is simply too easy to get caught doing everything your self.
- 15. The Workforce Productivity Pyramid 1. High Lifetime Value 2. HIGH Dollar per hour 4. Zero or Negative Dollar per hour Exercise, Health, Education, Building relationships Office distractions, Surfing the internet, Gossiping, worrying, procrastinating, unimportant meetings, needless interruptions, low priority emails, other people’s minor issues… Admin in nature, busy work, organising, repeatable process activities, customer service, marketing execution. Grunt work, delivering on clear plans. 3. LOW Dollar per hour Ringing the cash register right now, talking to a customer, making a sale. Strategic conversations, Planning. Initial Design. Writing a system or process.
- 16. The Workforce Productivity Pyramid 1. High Lifetime Value 2. HIGH Dollar per hour 4. Zero or Negative Dollar per hour Exercise, Health, Education, Building relationships Office distractions, Surfing the internet, Gossiping, worrying, procrastinating, unimportant meetings, needless interruptions, low priority emails, other people’s minor issues… Admin in nature, busy work, organising, repeatable process activities, customer service, marketing execution. Grunt work, delivering on clear plans. 3. LOW Dollar per hourOffshore 80% of low dollars value work for AUD 8-11hr Ringing the cash register right now, talking to a customer, making a sale. Strategic conversations, Planning. Initial Design. Writing a system or process. MORE TIME FOR
- 17. Turn your Pyramid into the Spear Head 1 2 4 3 1 2 4 3
- 18. scale, drive revenue, profit & improve business processes Your Local in Country Resource Offshore Virtual Assistants Offshore Virtual Assistants Offshore Virtual Assistants 1 2 4 3 1 2 4 3
- 19. scale, drive revenue, profit & improve business processes Started Jan 2017. Launch May2017 > 27,000 properties Head of Simplification UX Designer, Product Owner CTO & AWS Solutions Architect - architecture - API - Spike Work Web / Software Developer Front & Backend Web / Software Developer Backend Web / Software Developer Backend Software QA Tester Customer Service & On Boarding Designer Front End Developer Web / Software Developer Front & Backend
- 20. My Productivity Pyramid sales@go-va.com.au 1. High Lifetime Value – What activities help you to energise you outside of work? 2. HIGH Dollar per hour – What activities help you to deliver upon your goals? 3. LOW Dollar per hour – What tasks do you do frequently that consume your time and that you wish someone else could do for you? 4. Zero or Negative Dollar per hour – underline the items you are aware of and add others GOAL:(VERB) (Measure) from (X) to (Y) by (When) E.g. Increase New Client Revenue from $4M to $5.2M by 31/12/15 Office distractions, Surfing the internet, Gossiping, worrying, procrastinating, unimportant meetings, needless interruptions, low priority emails, other people’s minor issues… What is your #1 goal this year in your role at work?
- 21. RULE #3 Systematise for scale Key Systems: - SOP’s - Coaching & Training - Quality Reviews
- 22. Systematise for scale - Process & Standard Operating Procedures When a human being is clear on the desired outcome, they are able to proceed to deliver the desired result. This in turn creates trust and credibility between team members. Your Level 3 Tasks Become Your Team members’ Level 3 TeamConsole.io - SOP & Task Management - KPI Library & Tracking - Position Descriptions - Virtual Onboarding - Coaching & Training - Team visibility quality reviews
- 23. Helping you to Scale your Business Australia: 1300 725 236 Direct: +61429 725 795 email: matt@go-va.com.au Knowing what needs to be achieved is one thing, knowing how to do it without being dependent on others is a totally different thing. Access our Process mapping and Standard Operating Procedure creation services.
- 25. Simple Example Resear ch list Attend Appointmen t Send Letter New Business Appointments Send inmail Phone Call Send Calen dar invite Sales Person
- 26. Simple Example Resear ch list Attend Appointmen t Send Letter New Business Appointments Send inmail Phone Call Send Calen dar invite Sales Person Sales Coordinator
- 27. Simple Example Resear ch list Attend Appointmen t Send Letter New Business Appointments Send inmail Phone Call Send Calen dar invite Sales Person Sales Coordinator Researcher
- 28. Simple Example New Business Appointments Step Researcher Sales Coordinator Sales Person Research List Y Send Letter Y Send inmail Y Phone call Y Send calendar invite Y Attend appointment Y
- 29. Tip
- 31. Talent Selection Criteria Criteria 1) Longevity The Resume is well formatted and the applicant has a history of longevity from previous employers. I personally look for 2 years plus +
- 32. 4. Talent Selection Criteria Talent Selection Criteria Criteria 2) Hobbies & Interests Use hobbies and interests as a bench-mark. Chose someone with similar interests to yourself.
- 33. 4. Talent Selection CriteriaTalent Selection Criteria Criteria 3) Overseas Work/Travel Choose a VA that has lived or travelled in another country. My own personal team have all worked in Malaysia, Singapore, Middle East and even Australia. It shows they can step outside their comfort zone and have experience working with Foreigners. They get my sense of humor and have a very similar work ethic. 10MLive Outside of The Philippines Think OUTSIDE The Box
- 34. Talent Selection Criteria Criteria 4) High Quality Set the bar high on quality, and I mean on everything from their resume, tests, appearance (meet them virtually online), written and verbal communication skills - and don’t compromise - EVER! It is a marathon not a sprint. Take your time to hire - I mean in the search and when you find the right one - offer fast.
- 35. Talent Selection Criteria Criteria 5) Test
- 36. 4. Talent Selection Criteria
- 37. 4 Rules of Effective Outsourcing Offshore The Core Approaches Culture GO-VA Offering (results coach)
- 38. The Core Approaches Work from home freelancers Managed Operations Specialist VA’s YOUR COMPANY IN AN OFFSHORE LOCATION YOUR COMPANY YOUR COMPANY Managed Payroll Business Process Outsourcing
- 39. upbooks.com.au Financial Planning VA Specialists Property Management VA Specialists Bookkeeping VA Specialists 5elk.com.au
- 40. Financial Planning VA Specialists
- 42. +61 2 8073 4631 sales@go-va.com.au Transparent Pricing *Please note – salary rates may vary slightly each month based on currency conversions Your monthly Managed operation of $745 per seat will not be impacted by currency conversions Salaries include - All local taxes - 13th month contribution - Monthly retention activity - Additional recognition items - Private medical insurance Managed Operations Employment costs TOTAL excluding software+ = $1,000 per month ($5.78 per hour) $1,745 per month ($10.09 per hour) AUD 745
- 43. 4 Rules of Effective Outsourcing Offshore The Core Approaches Culture GO-VA Offering (results coach)
- 44. Yes ma’am Insights & Culture Hacks Raising Teenagers (love them) Saving face Culture Hacks 1. Make it safe to ask 2. Teach how to Manage UP 3. Follow the Speed of Trust 4. Appreciation & Celebration
- 45. 4 Rules of Effective Outsourcing Offshore The Core Approaches Culture GO-VA Offering (results coach)
- 46. +61 2 8073 4631 sales@go-va.com.au Philippine 2014 FACTS: • 100M People • 3rd largest English speaking country in the world • Beautiful American accent in Filipino English • Government is heavily invested in the Business Process Outsourcing Sector • Loyal people • Beautiful Family Culture FACTS: • 100M People • 3rd largest English speaking country in the world • Beautiful American accent in Filipino English • Government is heavily invested in the Business Process Outsourcing Sector • Loyal people & strong family values
- 47. +61 2 8073 4631 sales@go-va.com.au JOIN US IN CEBU FACTS: • 4.65M People • 22 Universities • Medical hub for The Philippines • The office is • 30mins from Beaches & 5 Star resorts • 20 mins from Airport 1300 725 236 matt@go-va.com.au YOUR NEXT RETREAT HERE
- 48. +61 2 8073 4631 sales@go-va.com.au JOIN US IN CEBU 1300 725 236 matt@go-va.com.au YOUR NEXT RETREAT HERE
- 49. TeamConsole.io - SOP & Task Management - KPI Library & Tracking - Position Descriptions - Virtual Onboarding - Coaching & Training - Team visibility Stand outs Talent Acquisition - Local Job Board - Unique and targeted talent acquisition Productivity - Results Coach Program - Full Time Productivity QA Team Culture Hacking - CEO Lunch - Awards - Retention activities - Birthdays
- 52. +61 2 8073 4631 sales@go-va.com.au Retention - Well Being – Employee Assistance Program 1300 725 236 matt@go-va.com.au • Well being Program with WFMS eCheckin daily well being check and team support • Nurse on staff during shift • Performance Coaching from Results Coaches to help team members exceed • Monthly retention team building activity & outings • Bonus activities – eg. 5min booster massages • Private medical insurance • Health check prior to employment • 15 Days holidays Vs 5 days by local law • Local General Manager and Results Coach to care for cultural • Above industry standard salaries Managed Operations Our Values CARE DRIVE LEARN EXECUTE FIND-A-WAY Our Mission: To help businesses to scale and be a catalyst for people to exceed
- 53. +61 2 8073 4631 sales@go-va.com.au Transparent Pricing *Please note – salary rates may vary slightly each month based on currency conversions Your monthly Managed operation of $745 per seat will not be impacted by currency conversions Salaries include - All local taxes - 13th month contribution - Monthly retention activity - Additional recognition items - Private medical insurance Managed Operations Employment costs TOTAL excluding software+ = $1,000 per month ($5.78 per hour) $1,745 per month ($10.09 per hour) AUD 745
- 54. Where to from here? Let’s meet online to learn more about your business and what you would like to achieve. Our intent: If we can help great, if not, you should leave the meeting with more clarity and some options to help you move forward. Email: sales@go-va.com.au Fiona.kesby@go-va.com.au