1. Key Objectives
Every preparation for a project needs to start with establishing main objectives. Do not limit yourself to answers such as increasing an overall performance or achieving predefined financial goals. Instead, try to dig deeper and think how outsourcing can contribute to the operational capacity of your organization.
2. Costs & Benefits
By applying sourcing analysis you will be able to get an answer if the entire project has any financial sense. There is always a possibility that costs would outweigh future benefits, as a result making the entire not worth the effort.
3. Risk Assessment
Any digital marketing campaign involves four types of risks: technical, project, process, and organizational. Thus, marketing project managers in order to face all of them have to have a Risk Management Plan in place, which allows them to identify and monitor any arising problems.
In general, this term in digital marketing includes copy strategy, SEM/SEO, social media, and people, and it refers to the situation when one element relies on another one. Trying to understand the complexity of every piece and identifying all dependencies before the project starts can prevent idleness of the project, as a result saving you a lot of time, money and resources.
5. Technical Assessment
Technical assessment should give you an answer if your company is ready for cooperation with a third-party provider. Check the state of your digital & marketing strategy, marketing applications portfolio contents, IT infrastructure and interior process that can possibly hinder the progress of the future project.
6. Governess assessment
By executing the governess assessment you can establish the state of your business, and project management maturity. As a result, you will be able to answer the question if your company is prepared in terms of capabilities needed to align with the proposed outsourcing service model and determine the gaps that may impact the performance of outsourcing.
During this phase, you will delegate all workload to the outsourcing company. What is of much more importance is making sure you have resources at your disposal and a plan on how to manage the transition.
As many studies show, the main reasons that lead to the failure of outsourcing projects are problems with communication. That is why you need to have an efficient communication strategy in place right away. Check if your communication channels (knowledge management or project management) enable cooperation by allowing a seamless flow of information across all departments, stakeholders, contractors and all third parties involved. Do not underestimate the importance of face-to-face meetings.