Education

As the recognized source for education and thought leadership on service and sourcing arrangements, Core consistently engages with its members and the broader community to identify and develop programs focusing on emerging trends in sourcing and service provider management, and the leading practices to manage those trends.

Executive Education

Classroom-based programs providing a high degree of interaction and discussion with leading sourcing experts

Custom Programs

Courses, seminars and workshops developed specifically for an organization’s needs

Core Executive Leadership Learning Seminars (CELLS)

Topical seminars for senior leaders of an organization

Faculty

Experienced sourcing and service partnership experts

Executive Education

 

 

Core’s Executive Education courses cover a broad range of topics including each phase of the transaction lifecycle and key topics of interest to practitioners in the service provider management and sourcing environment. Courses consistently evolve to ensure that they capture the present state of the marketplace.

The faculty and guest speakers for all programs are among the best of Canada’s sourcing and service provider management leaders, bringing experiences and knowledge from the buy-side, sell-side and advisor communities.

 

"I was refreshingly surprised by the engagement level and interesting dialogue.  The instructors made the course highly enjoyable.  I have great practical takeaways which I will begin using immediately" - Large Canadian public sector organization

 

Individuals from member organizations benefit from reduced rates at all Executive Education events.

 

The planning and preparation done prior to entering into an arrangement with a service provider help to establish the foundation for success. This becomes even more important when the services being sourced involve cloud, software robotics and artificial intelligence, and consider an Everything-as-a-Service sourcing model.

This course provides key insights into the strategic drivers for engaging a provider for any service and the alignment of business and sourcing strategies, and identifies the baseline information a buyer must have in order to successfully engage the provider community and evaluate options.

 

This two-day course is recommended for individuals who are:

  • Involved, or anticipate being involved, in the planning of a new service agreement or the renewal of an existing agreement.
  • Interested in gaining knowledge of the steps required up-front to achieve benefits from any type of service arrangement.
  • Planning to obtain their AOP™ certification. This course is one of the four required foundational courses.

 

Key Course Elements:

  • Transaction lifecycle and other keys to success
  • Defining strategy and scope (fundamentals, pricing models, people considerations)
  • Risk management
  • Deal types
  • Service levels
  • The business case
  • Governance considerations

 

Course Format

This two-day classroom based course is facilitated by some of the most experienced sourcing professionals. Presentations, guest speakers, large and small group discussions, and workshops/exercises provide participants with opportunities to share experiences and apply their learnings.

This course is part of the AOP Certification. Purchase all 4 transaction lifecycle courses at once for a bundle fee.

 

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Selecting the right service provider and negotiating a contract that supports the business objectives of the transaction are two of the keys to the successful sourcing of a service arrangement.

Topics addressed in this course include the pros/cons of sole-source versus competitive sourcing, the development of effective go-to-market documents (e.g., RFI, RFP), how contracting for digital/cloud services differs from other types of services, how to prepare for contract negotiations, what to be mindful of when writing and negotiating your agreement, and a review of contract structures and key terms and conditions.

 

This two-day course is recommended for individuals who are:

  • Involved, or anticipate being involved, in the selection of a new service provider, the negotiation of a new contract or the renegotiation of an existing contract
  • Interested in gaining knowledge of what is required to get to a contract with a service provider.
  • Managing a service arrangement under an existing contract and want to know more about the steps involved in getting to a contract.
  • Planning to obtain their AOP™ certification. This course is one of the four required foundational courses.

 

Key Course Elements:

  • Go-to-market documents – avoiding a legal pitfall
  • Writing an effective RFP
  • Preparing for negotiation
  • The outsourcing agreement overview and allocation of risk
  • Service level agreements
  • Drafting effective statements of work
  • Managing change throughout the term of the agreement
  • Preparing for renegotiation or renewal

 

Course Format

This two-day classroom based course is facilitated by some of the most experienced sourcing professionals and lawyers. Presentations, guest speakers, large and small group discussions, and workshops/exercises provide participants with opportunities to share experiences and apply their learnings.

This course is part of the AOP Certification. Purchase all 4 transaction lifecycle courses at once for a bundle fee.

 

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This course focuses on the transition of a service from either an internal to an external service delivery model or from one service provider to another. Most organizations are on the third and fourth generation of large partnership agreements which have evolved over the years due to changing business needs and technological opportunities to improve delivery of service. Being able to take stock of what is needed now from a service provider but also having an eye to the future will help formulate an effective transition management plan.

Participants will learn about the need for a well-structured transition plan that includes people considerations, technology, business processes, communications, stakeholder management, financial management and cultural change. The course also addresses the importance of identifying key stakeholders and establishing stakeholder expectations throughout the duration of an outsourcing arrangement, including the transition phase.

 

This two-day course is recommended for individuals who are:

  • Involved, or anticipate being involved, in the transition of services to a service provider
  • Interested in gaining knowledge of what is required in transitioning services
  • Planning to be involved in the day-to-day operational management of a service once it has been transitioned.
  • Planning to obtain their AOP™ certification. This course is one of the four required foundational courses.

 

Key Course Elements:

  • Transition and transformation fundamentals
  • Transition strategy: why it is critical
  • Offshore transition considerations
  • People considerations within transition
  • Executive transition: leading practices
  • End-of-term considerations: transitioning out
  • Moving to steady-state operations
  • Governance considerations during transition and transformation

 

Course Format

This two-day classroom based course is facilitated by some of the most experienced sourcing professionals. Presentations, guest speakers, large and small group discussions, and workshops/exercises provide participants with opportunities to share experiences and apply their learnings.

This course is part of the AOP Certification. Purchase all 4 transaction lifecycle courses at once for a bundle fee.

 

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A service agreement may have the best contract and service levels, yet without both an effective governance framework and strong relationship management practices the agreement will fall short of its goal. Research shows that establishing proper governance practices up-front results in easier implementation of change, rapid resolution of issues, and faster achievement of business and financial objectives.

This course identifies the leading practices in establishing a governance framework and the development of a strong relationship. It describes in detail the components of a proven framework, including the core management processes that should be operationalized, the buyer/provider interactions that should regularly take place, and the benefits that will accrue.

This two-day course is recommended for individuals who are:

  • Involved, or anticipate being involved, in the operational management of a service arrangement or in managing the service relationship
  • Interested in gaining knowledge of what is required to manage and govern a service arrangement and relationship
  • Planning to be involved in the day-to-day operational management of a service.
  • Planning to obtain their AOP™ certification. This course is one of the four required foundational courses

 

Key Course Elements:

  • Governance fundamentals
  • Implementing governance: principles and frameworks
  • Stakeholder management: integrating across organizations
  • The case for governance and relationship management
  • Relationship management
  • Performance management
  • End-of-term considerations

 

Course Format

This two-day classroom based course is facilitated by some of the most experienced sourcing professionals. Presentations, guest speakers, large and small group discussions, and workshops/exercises provide participants with opportunities to share experiences and apply their learnings.

This course is part of the AOP Certification. Purchase all 4 transaction lifecycle courses at once for a bundle fee.

 

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Understanding the risk factors that can come into play throughout the term of a service partnership agreement is essential to determining the overall success of the agreement. Planning for anticipated and unanticipated risk events, incorporating a risk framework into an agreement, and delineating clear lines of responsibility all contribute to managing risk in any type of service agreement.

This course details the best practices in risk management though a partnership lens, gauging your business’ risk appetite, and how to account for risk during the stages of the transaction lifecycle.

 

This two-day course is recommended for individuals who are:

  • Involved, or anticipate being involved, in the planning, contracting, transitioning, or management of a service arrangement and need to understand risk at each of these stages
  • Interested in gaining knowledge of how risk management practices are applied to sourcing and service partnerships
  • Responsible for risk practices within an organization

 

Key Course Elements:

  • Risk management frameworks
  • Risk management fundamentals: identify, assess, response to, monitor and report on risk
  • Capturing and evaluating risks
  • Risk appetite and tolerance
  • Risk management tools and controls
  • Communicating and reporting risk to senior executives

 

Course Format

This two-day classroom based course is facilitated by some of the most experienced sourcing professionals. Presentations, guest speakers, large and small group discussions, and workshops/exercises provide participants with opportunities to share experiences and apply their learnings.

 

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Increasingly organizations rely on external service providers to assist in business processes or IT operations. In past decades, this was called outsourcing, as organizations moved assets, people and processes to outside vendors, and created contracts to buy the service from those vendors over an extended period. That practice continues today; however, the emphasis has shifted from outsourcing legacy/traditional services, to outsourcing for digital transformation (DX). Organizations recognize the importance of DX in competing with others, especially regarding customer interactions.

DX requires a combination of skills that are not readily available in-house, so there is an increasing reliance on external DX providers, both product vendors and consultants. Primary motivation for external DX is rapid delivery, innovation and reliable services. Core’s Digital Transformation course outlines how companies must manage DX providers using different models than traditional outsource providers, emphasizing delivery of competitive DX capability measuring business outcomes not cost reduction.

 

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SOC Reports (System and Organizational Controls Reports): 1-day course by Deloitte & CORE

Third party risk management (TPRM) is evolving into a strategic capability within organizations. Whether you are a part of vendor management, relationship management, TPRM group or vendor governance, it is helpful to have a strong appreciation and understanding of SOC reports that your suppliers, outsourced service providers and partner organizations provide, to be able to review these reports and address any findings.

Course Description: The objective of this course is to introduce both the purpose and use of System and Organizational Control (SOC) reports, in the context of outsourced services.

The session will focus on the following topics:

  • Purpose of SOC reports;
  • Types of reports – SOC 1 and SOC 2, Type I and Type II;
  • Key considerations when reviewing SOC reports;
  • Dealing with exceptions and deficiencies identified in a SOC report;
  • Complementary user entity controls and implications; and
  • Sub-service organizations (fourth parties) involved, their treatment and implications.

The one-day course will benefit those who engage outsourced service providers and review the SOC reports received from Suppliers. The course may also be beneficial for those from the service provider and advisor community to allow them to understand typical expectations that their clients have around SOC reports.

This course will be an instructor led, interactive session and will include mini-case studies and discussions to simulate common scenarios faced by organizations. The lead instructor is anticipated to be Baskaran Rajamani, Partner from Deloitte's Risk Advisory practice who will be joined by senior members from his team.

 

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Custom Education

In addition to offering a variety of Executive Education courses, Core’s team of learning professionals can help define specific learning needs of an organization and develop courses that work for its employees. Custom courses can also be delivered for participants from both buyer and provider organizations to enhance the learning experience for all involved.

To support the program, Core can develop teaching cases that focus on challenges organizations are facing to enable participants to apply their learnings to practical real-life situations.

Custom courses can be delivered on-site at your organization facility

 

CORE Executive Learning Seminars

For senior leaders within an organization, Core offers Core Executive Leadership Learning Seminars (CELLS). These custom programs are specifically designed to provide senior leaders with the critical information needed on selected areas of interest. Rather than delving into the detailed processes and information that operational managers of service agreements are required to know, the program facilitators guide the discussion to topics more appropriate for the senior level audience. The CELLS topics of interest are made relevant through the use of case studies and/or guest speakers.

 

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AOP Certification

Obtain AOP

Core and its members recognize that the experience, skills, and knowledge of those who plan, transition and manage service arrangements and relationships are critical to the success of those arrangements.

AOP™ certification signifies that an individual has comprehensive knowledge and experience with all aspects of sourcing and service provider management.

The path to obtaining the AOP™ includes:

  • Completion of the four foundational Executive Education courses: Strategy and Scoping, Selecting the Service Provider, Transition Management, and Governance and Relationship Management.
  • AOP™ examinations.
  • Demonstration of active involvement with service relationship arrangements.

 

Maintain AOP

Every two years, individuals who have obtained their AOP designation will be required to show how they have continued to develop their knowledge and experience in the outsourcing field.

An AOP maintenance log will need to be completed and submitted to Core for review.

The following are examples of the types of activities that may be included as part of an individual’s maintenance log:

  • Participation in Core program events (e.g., discussion forums and annual conference)
  • Participation at other outsourcing events
  • Publication of articles or white papers
  • Presentations at outsourcing or supplier management events
  • Additional on-the-job experience with outsourcing arrangements

For more information on the maintenance of the AOP designation please contact Core directly.

Please see the cancellation policy for cancellation terms and conditions.

 

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Discussion Forums 

Core’s Discussion Forums bring together business leaders and individuals from a wide-range of organizations to explore and discuss topics and trends within sourcing and service partnerships. These events are complimentary for participants from member organizations.

Each Discussion Forum focuses on a single topic and provides an opportunity for participants to hear from buyers, service providers and advisors in an informal setting. Many forums also incorporate roundtable discussion amongst the participants in order to share knowledge between organizations.

 

Some of the topics for discussion in the coming year include the Future Workforce, Change Management & Gaming the RFP. To register for these, or to see a complete list, check out the events section of the Core website which is updated regularily

 

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Annual Conference

Core’s Annual Conference provides members the opportunity to engage with the Core community, and learn best practices from our series of guest speakers. Every Conference we ensure that the theme of the conference and the guest speakers we invite are capturing the future of partnerships and the emerging trends attendees will have to be mindful of as they advance their respective service partnerships.

Attendance is complimentary to any participant who is a Core member.

 

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Research

 

Access to research, white papers, case studies and materials from past events are a significant value-add feature for Core members. Hosted on the Members Only section of the Core website, individuals from member organizations have access to all of that and more.

 

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