Becoming a COP-Roadmap_2010

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Guide to Becoming a Certified

Outsourcing Professional (COP)

A publication of:

The International Association of

Outsourcing Professionals (IAOP)The global, standard-setting organization and advocate for the outsourcing profession.


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Copyright and Use Statement

Becoming a Certified Outsourcing Professional (COP) is an introduction to the value,

requirements, and process for IAOP's Certified Outsourcing Professional (COP).

This publication is designed to provide accurate and authoritative information in regard to

the subject matter covered. It is provided with the understanding that the publisher is not

engaged in rendering legal or accounting services. If legal or accounting assistance is

required, the services of a competent professional in those fields should be sought.

Copyright 2009 International Association of Outsourcing Professionals (IAOP)

All Rights Reserved.

The International Association of Outsourcing Professionals (IAOP) is the global, standard-

setting organization and advocate for the outsourcing profession. Its members are managerand executives from customer, provider, and advisory organizations involved in outsourcing

as a management practice and as an industry.


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Table of Contents

Introduction ............................................................... 1

Program Overview .................................................... 3

Requirements for Becoming aCertified Outsourcing Professional (COP) ............. 6

The Process for Becoming a CertifiedOutsourcing Professional (COP) .............................. 7

Frequently Asked Questions .................................. 11


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Introduction

The International Association of Outsourcing Professionals (IAOP) was formed in

early-2005 by a consortium of leading companies involved in outsourcing as

customers, providers, and advisors. Today, its global membership encompasses

over 1000 organizations from around the world representing almost every industry

type and functional activity. In total, more than 100,000 individual associates work-

ing in the field of outsourcing are members or subscribers to IAOP publications.

IAOP's mission is simple - to improve

the quality and consistency of

outsourcing outcomes through the

enhancement of outsourcing as a

profession and as an industry. Key to

achieving this mission is improving thecapabilities of the business and project

leaders responsible for defining,

implementing, and managing these

highly complex multi-company

relationships.

The International Association of Outsourcing Professionals' (IAOP) Certified

Outsourcing Professional (COP) Program has been developed to accomplish this

goal by:

establishing a common, globally-recognized set of standards addressing

the experience and knowledge that professionals in this field should

possess

defining a process through which professionals can demonstrate that

they possess these requisite abilities

creating a highly-coveted professional designation that distinguishes

those that obtain it as the leaders in the field of outsourcing

To become a Certified Outsourcing Professional (COP) an individual must be ableto demonstrate both the experience and knowledge needed to design, implement,

and manage outsourcing initiatives with a high probability of achieving the organiza-

tion's intended outcomes. The experience and knowledge areas addressed by the

certification cover the non-domain specific activities common to outsourcing as a

management practice irrespective of the individual's role as a customer, provider, or

advisor. In so doing, the certification creates an experience and knowledge set

common to and shared by all professionals in the field.


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Companies that work with Certified Outsourcing Professionals can have a high-

degree of confidence that the individual:

has both the practical experience and industry knowledge of outsourcing

it takes to achieve a successful outcome

has a common, industry-recognized understanding of the processes and

steps required to take an outsourcing opportunity from strategic analysis

through to day-to-day operations

has the leadership and communications skills needed to guide the cross-

discipline and cross-company teams so critical to outsourcing success

has sufficient expertise in related topics such as balanced scorecards,

financial planning and analysis, contracting, and negotiating to implement

successful outsourcing business relationships

understands and adheres to a set of industry-wide ethical and business

practice guidelines

The COP designation also enhances the professional standing and earning poten-

tial of the professionals themselves by providing them:

an objective, industry-recognized designation of competency based upon

current and emerging industry standards

a program for continuous professional development

the confidence that when working with fellow certified professionals they

can count on common and compatible process knowledge, skills, and

abilities

access to a continuously enhanced professional body of knowledge the ability, as a certified professional, to directly contribute to the

advancement of the field of outsourcing


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Program Overview

The Certified Outsourcing Professional (COP) Program, which is diagrammed

below, is made up of seven elements beginning with the Outsourcing Professional

Body of Knowledge (OPBOK) and ending with the Certified Outsourcing

Professional (COP) Award Package.

1. The Outsourcing Professional Body of Knowledge (OPBOK)

The Outsourcing Professional Body of Knowledge (OPBOK)describes the general-

ly accepted set of knowledge and practices applicable to the successful design,

implementation, and management of outsourcing contracts. It provides:

a framework for understanding what outsourcing is and how it fits withincontemporary business operations

the knowledge and practice areas generally accepted as critical to outsourcing

success, and

a glossary of terms commonly used within the field.

The OPBOK is currently available to IAOP members via the association's website. It is

also available to all COP applicants via the online application.


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2. Outsourcing Professional Standards

Outsourcing Professional Standards define the level of experience and knowledge

outsourcing professionals need to possess to ensure consistent, high-quality results

for the organizations that rely upon them to design, implement, and manage their

outsourcing contracts. The Outsourcing Professional Standards essentially set the

evaluation criteria used to determine whether or not an outsourcing professional

has a sufficient experience with and understanding of the Outsourcing Professional

Body of Knowledge to ensure high-quality outsourcing outcomes.

3. Guide to Becoming a Certified Outsourcing Professional (COP)

The Guide to Becoming a Certified Outsourcing Professional (COP)documents the

steps that an individual needs to take to become and maintain certification as a

Certified Outsourcing Professional (COP). It provides recommendations on the

experiences and training needed to meet the certification requirements, all applica-

ble forms, steps to follow, typical timelines, and requirements for meeting annual re-

certification requirements.

4. Certified Outsourcing Professional (COP) Preparation Class

The Certified Outsourcing Professional (COP) Webinaris a 60 minute

program held regularly that:

introduces the structure and content of the Outsourcing Professional Body of

Knowledge (OPBOK) provides an in-depth review of the Code of Ethics and Business Practices for

Outsourcing Professionals and the Outsourcing Professional Standards

takes participants through a step-by-step guide to successfully completing the

application process, including:

-an in-depth review of the evaluation criteria and procedures

-an introduction to the Certified Outsourcing Professional (COP) Master

Class

-a self-evaluation checklist creating a personal roadmap to certification

Upon completion of this webinar, individuals will have created a personalized guide

to completing the certification process.


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5. Certified Outsourcing Professional (COP) Master Class

The Certified Outsourcing Professional (COP) Master Class is a 3-day live or online

program that provides individuals already experienced and working in the field of

outsourcing with a structured, intensive training program based upon the

Outsourcing Professional Body of Knowledge (OPBOK). Individuals with solid gen-

eral management skills, practical, in-the-field, outsourcing experience, and who

successfully complete this program are generally fully prepared to meet the

Certified Outsourcing Professional (COP) requirements.

6. Outsourcing Professional Course Catalogue

The Outsourcing Professional Course Catalogue is an online resource available to

IAOP members. It indexes accredited training programs, whether available from

IAOP or other sources, that deliver against the knowledge and practices defined in

the Outsourcing Professionals Body of Knowledge (OPBOK). The catalogue also

includes IAOP's Accreditation Application used to request review and inclusion of

non-IAOP training programs in this catalogue.

The Outsourcing Professional Course Catalogue is available on IAOPs website.

7. Certified Outsourcing Professional (COP) Award Package

The Certified Outsourcing Professional (COP) Award Package is presented to indi-

viduals upon meeting all of the requirements for certification. It includes an award

certificate, guidelines on use of the certification designation, and applicable require-ments and forms for keeping the certification current and in-force.


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Requirements for Becoming a Certified


To become a Certified Outsourcing Professional (COP) an individual must

demonstrate both the practical experience and knowledge it takes to successfully

lead an outsourcing initiative across its strategic, implementation, and management

phases. To do this, 175 specific areas have been identified. These have been

grouped into 49 standards and 10 categories.

To be certified, an individual must complete, and have reviewed by a certification

committee of peers, an application that demonstrates mastery of all categories of

standards. A point system is used allowing the applicant to earn 15 points for each

of the 10 categories of standards for a total of 150 points. At least 50 points (up to

the total requirement of 150 points) must be experience-based. Any remaining

points needed, up to 100, can be earned by demonstrating knowledge and through

education. Applicants must also take and pass the COP Exam.

Experienced-based points are earned by including with the application one or

more project descriptions where one or more of the categories of standards have

been demonstrated during the preceeding 5-year period. In addition, electronic

sign-off from the executive sponsor of the project or an alternate attesting to the

work is required. The points are earned for each of the categories based on the

following scheme for a maximum of 150 points:

5 pts: Successfully demonstrate defined abilities one time at one organization

10 pts: Successfully demonstrate defined abilities multiple times at one

organization 15 pts: Successfully demonstrate defined abilities multiple times at multipleorganizations

Knowledge- and Training-based points are earned through:

25 points for post-graduate degree within the field of business (i.e., MBA, MPA, JD)

75 points for successfully completing the optional live or online COP Master

Class

up to 25 points for courses/programs in the Outsourcing Professional Course

Catalogue (OPCC) or approved through the COP Bridge Program

To become a COP, you must take and pass the COP Exam. The exam will com-prehensively test your knowledge and expertise on the OPBOK and Outsourcing

Professional Standards, developed by IAOP and the Outsourcing Standards Board.

The exam is taken online and consists of 200 multiple choice questions. You must

answer 70% of the questions correctly to pass. The allotted time for the exam is

4.0 hours.

In total, a successful application demonstrates 150 total points, at least 50 of which

are from experience, and a passing score on the COP Exam.


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The Process for Becoming a Certified


What is the process for becoming a COP?

Applicants will be asked to successfully demonstrate that they possess the

necessary knowledge and experience to be considered a COP. This knowledge and

experience can be demonstrated through a combination of the following:

Comprehensive Work Experience in the field of outsourcing as demonstrated by

employment on one or more projects across one or more firms.

Knowledge Assessment through passing the COP Examination developed by the

Standards Committee.

Education including successful completion of the COP Master Class and/or holding

a relevant post-graduate degree.

Applications will be reviewed and scored by the Training & Certification Committee.

All are encouraged to attend a Certified Outsourcing Professional (COP)

Preparation Class to learn more about the process of becoming a COP.

How long is the application process?

This will vary for each individual. However, for someone that already has extensiveexperience in each area of the standards, completion of the application itself should

take less than two weeks calendar time and a day or two days of personal time.

For someone with sufficient, but not extensive experience, then additional time to

complete the Certified Outsourcing Professional (COP) Master Class - roughly 5

days of personal time over a two to three month period.

Someone lacking sufficient experience in outsourcing will also need to take on

assignments designed to give them the needed experience which could require six

to 12 months.

Candidates will be allowed 18 months to complete the application. If more time is

required, please contact COP Program Services at +1.845.452.0600 ext.123 or

[email protected].


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Application Fees

The certification application requires a $600 non-refundable processing fee, which

includes access to the COP Exam. Bi-annual recertification costs $50 for IAOP

professional members and $250 for non-members.

Notification and Award Process

Once your online application is submitted, you will receive automated notification

that your application is in the queue to be processed. Within two weeks of receiving

this notification, you will receive an email communication letting you know if your

application is complete.

If your application is found to be incomplete, you will be notified via email about

which specific information is missing. Additionally, your electronic application will be

switched to live status so that you can edit it appropriately. Within two weeks of

re-submission, you will receive an email communication letting you know if your

application is complete.

Once your application is deemed complete, it will be forwarded to the Application

Review Board for review. Board members, most who are COPs and all who sign

NDAs will review and evaluate the content of your application and confirm that the

required 150 points have been earned. The review process itself will take between

30 and 60 days.

Once the review process is complete, all successful applicants will be notified viaemail and mailed the Certified Outsourcing Professional (COP) Award Package.

This package will contain your award certificate, guidelines for use and applicable

requirements and forms for keeping your COP designation current. If your

application is not considered acceptable, an electronic notification will be sent with

further instructions.

Training &Certification Committee

The Training & Certification Committee is comprised of previously certified profes-

sionals serving on the committee as part of their continuing education require-

ments.


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Application Audit

All applications are subject to audit. Submission of an application indicates agree-

ment to comply with audit terms. Please be advised that while the selection process

for audit is primarily random, COP Program Services does reserve the right to man-

ually select any candidate to be audited at any time, including after an Award has

been bestowed. Candidates who are selected for audit will receive an email notifi-

cation with detailed information on how to comply with audit terms. For example,

candidates may be asked to submit supporting documentation, such as copies of

their transcripts, degree or global equivalent, or additional documentation from

executives signing off on projects documented in the Experience section of your

application.

Appeals Process

Applicants may appeal decisions related to their application. Appeals must be sub-

mitted no more than 90 days after the application's date of rejection. Mail written

requests to:

IAOP

% COP Program Services

2600 South Rd.

Suite 44-240

Poughkeepsie, NY 12601

The COP Appeals Committee will review all appeals and make a final written deci-sion based on existing policy.

Recertification Requirements

Recertification is every two years and requires 20-hours per year of continuing edu-

cation credits to maintain. Once you have been awarded certification, you will gain

immediate access to your electronic recertification application. We recommend that

you keep this application current by regularly documenting earned education and

industry contributions.

COP Program Services will send you an electronic reminder within 60 days of your

recertification anniversary.


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Continuing Education Credits

Continuing education credits equal to 20 credit hours of education or industrycontribution per year are required for recertification.

Education credits can be satisfied by attending or instructing relevant courses,training, workshops and conferences. It is key that these education requirementsbe at the level of industry professional learning and post-graduate study.Professionals attending one of these programs will receive one educational creditper hour, and those instructing will receive two educational credits per hour. Thefollowing options count toward satisfaction of education requirements:

Conferences presented by IAOP, including The Outsourcing World Summit Post-graduate university/college courses Courses or programs offered by employer or company-sponsored programs Courses or programs offered by training companies or consultants Courses or programs offered by distance-learning companies IAOP Chapter Meetings with an educational component Courses offered in the Outsourcing Professional Course Catalogue

The following does not satisfy education requirements:

Self-study

Industry contribution hours can be acquired by:

Serving on an IAOP Committee (10 credit hours per calendar year) Writing substantive articles or papers on the topic of outsourcing that appear in

either industry magazines with an editorial board or in conference proceedings.One credit hour is awarded for each individual article. Include an electronic link orcitation to each article being claimed for points and a copy of the editorial reviewboard page when applicable.

Serving on the Application Review Board (2 credit hours per application)

All recertification applications are subject to audit. See the section of this documenttitled Application Audit for details.

How to Apply

The online application is located at:www.outsourcingprofessional.org/certified_professional

Once you have created login information you will have access to the full applicationas well as the COP Exam. Exam instruction and associated URL can be found inthe Knowledge & Training section of the application.


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Frequently Asked Questions

What is the International Association of Outsourcing Professionals (IAOP)?

The International Association of Outsourcing Professionals (IAOP) is the global

standard-setting organization and advocate for the outsourcing profession. As a

membership-based organization it is helping to shape the future of outsourcing as a

management practice, as a profession, and as an industry. To find out more, visit

www.outsourcingprofessional.org.

What is the Certified Outsourcing Professional (COP) Program?

The Certified Outsourcing Professional (COP) designation distinguishes individuals

as leaders in the field of outsourcing possessing the experience and knowledge it

takes to design, implement, and manage outsourcing initiatives that have a high

probability of achieving the organization's intended outcomes.

This professional designation is equally valuable to individuals working as

customers, providers, or advisors and helps foster an environment where all parties

have a common and shared professional expertise and commitment.

Why has IAOP created the Certified Outsourcing Professional (COP)

Program?

Study after study suggests that executives, although outsourcing more, are less

than fully satisfied with the results. As a result, as organizations increasingly rely

upon outsourcing for much of their business operations, the need for better, more

consistent results is paramount.

The Certified Outsourcing Professional (COP) Program addresses this need by

focusing on enhancing the skills and abilities of the individuals who lead

outsourcing initiatives. By bringing greater professional rigor to their work,

organizations will be able to have greater confidence in the ultimate outcomes.

Individuals who work as customers, providers, or advisors should include the COPdesignation into their performance and career development programs. Companies

that buy, supply, or advise on outsourcing should similarly build the COP program

into their employee development programs.

Who should become a Certified Outsourcing Professional (COP)?

Customers, providers, and advisors who play a leadership role in any aspect of the

strategic planning, design, implementation, or management of outsourcing business

Benefits of Certification

At-A-Glance

Higher wages for employees in the

rm of bonuses, education assistancer higher salary.

A more productive and highly trainedorkforce for employers, which istractive to potential partners.

Prestige for the individual and a com-etitive advantage over non-certifieddividuals in the same field.

Enhanced employment opportunities.

Assisting employers in making moreformed hiring decisions.

Assisting customers in makingformed decisions about qualified

roviders.

A common language based on profes-onal standards for individuals in theutsourcing field.


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relationships should consider certification:

Customers include functional executives and managers with significant outsourced

operations reporting to them, executives and managers in centralized 'sourcing'

groups, internal consultants, and professionals in specialized areas such as

finance, human resources, legal, and purchasing who frequently work on their com-

pany's outsourcing initiatives. The certification is equally applicable to any function-

al area being outsourced (research and development, manufacturing,

technology, real estate, back-office operations), to any industry, to companies of

any size, and to companies independent of their country(ies) of operations.

Providers include sales and business development professionals, deal team

members, engagement managers, and professionals from specialized areas such

as finance, human resources, and legal. As with customers, applicability is

independent of functional area, industry, or geography.

Advisors include consultants, lawyers, brokers and others who facilitate outsourcing

relationships on behalf of their customers or who work as outsourcing advisors to

customers or providers.

How will certification help my company?

Every field benefits from certified professionals - and outsourcing is certainly no

exception. Certified professionals achieve better, more consistent results because

of the depth and breadth of their knowledge and experience. They have demon-

strated - against independently developed standards - their ability, giving theiremployers and/or customers greater confidence. No certification can guarantee

results, but it does ensure a demonstrated level of competence in the field.

Whether the organization is a customer, provider, or advisory firm, having certified

professionals working on a project also demonstrates a commitment to outsourcing

- and to doing it right - that commands greater respect and leads to a more

professional and productive business environment.

How will certification help me?

A Certified Outsourcing Professional (COP) can command greater professional

recognition and compensation. Studies in other fields have shown a 20% salary-

differential or more for certified professionals. A 2005 survey by American

Marketing Association found that 79 percent of 1,300 hiring managers and execu-

tives recruiters nationwide believe that certified professionals are higher-quality

candidates with more experience and education.


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By having all key members of the deal team - customer, provider, and advisor -

certified, each of the professionals operates within a framework of shared lexicon

and process understanding, enabling each of the individuals to focus their time on

the unique aspects of the deal at hand, not on educating and guiding lower-skilled

participants. The resulting better outsourcing outcome enhances the careers of all

of the professionals involved.

What will be covered by the Certified Outsourcing Professional (COP)

Preparation Class?

13

The interactive three hour class will cover the requirements for earning industry-

professional designation including:

the Code of Ethics and Business Practices

for Outsourcing Professionals the Outsourcing Professional Standards

a step-by-step guide to successfully

completing the application process

an in-depth review of the evaluation criteria

and procedures

an introduction to the Certified Outsourcing

Professional Master Class

a self-evaluation checklist creating your

personal roadmap to certification

Program faculty includes experienced outsourcing practitioners and guest

speakers from various specialty backgrounds.


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2600 South RdSuite 44-240

Poughkeepsie, NY 12601Phone: 845.452.0600

Fax: 845.452.6988www.outsourcingprofessional.org

[email protected]


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Certified Outsourcing

Professional (COP)

Roadmap to Certification

A publication of:

The International Association of

Outsourcing Professionals (IAOP)The global, standard-setting organization and advocate for the outsourcing profession.


20/27i

Copyright and Use Statement

This publication is designed to provide accurate and authoritative information in regard to

the subject matter covered. It is provided with the understanding that the publisher is not

engaged in rendering legal or accounting services. If legal or accounting assistance is

required, the services of a competent professional in those fields should be sought.

Copyright 2007 International Association of Outsourcing Professionals (IAOP)

All Rights Reserved.

The International Association of Outsourcing Professionals (IAOP) is the global, standard-

setting organization and advocate for the outsourcing profession. Its members are managers

and executives from customer, provider, and advisory organizations involved in outsourcing

as a management practice and as an industry.


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Overview of Requirements for Becoming a

Certified Outsourcing Professional (COP)

To become a Certified Outsourcing Professional (COP) an individual must be able to demon-

strate both the experience and knowledge needed to design, implement, and manage out-

sourcing initiatives with a high probability of achieving the organization's intended outcomes.

The experience and knowledge areas addressed by the certification cover the non-domain

specific activities common to outsourcing as a management practice irrespective of the indi-

vidual's role as a customer, provider, or advisor. In so doing, the certification creates an

experience and knowledge set common to and shared by all professionals in the field.

In addition to passing the COP Exam, individuals must complete, and have reviewed by a

certification committee of peers, an application that demonstrates mastery of all 10 cate-

gories of standards. A point system is used enabling the applicant to earn up to 15 points for

each of the 10 standard categories for a total of 150 points. At least 50 points (up to the tota

requirement of 150 points) must be experience-based. Up to 100 points can be earned by

demonstrating knowledge or through education.

Experienced-based points are earned by including with the application one or more project

descriptions where one or more of the standard categories have been demonstrated. In

addition, sign-off on the project descriptions is required from the executive sponsor of the

project (executive sponsor is someone you worked with on the project who can attest to your

work). The points are earned based on the following scheme:

- 5 pts: Successfully demonstrated category one time at one organization

- 10 pts: Successfully demonstrate category multiple times at one organization

- 15 pts: Successfully demonstrate category multiple times at multiple organizations

Knowledge- and Training-based points are earned through:

- 25 points for post-graduate degree within the field of business (i.e., MBA, MPA, JD

or international equivalent)

- 75 points for successfully completing the COP Master Class

- up to 25 points for courses/programs approved through IAOPs COP Bridge

Program

In total, a successful application demonstrates 150 total points, at least 50 of which are from

experience. Applications are reviewed and scored by the Certification Committee which canrequest amendment and/or resubmission of the application based upon their review.

Outsourcing Experience

At least 50 points (up to

the total requirement of

150 points) must be

experience-based.

Outsourcing Knowledge

Up to 100 points can be

earned by demonstrating

knowledge or through

education.

Certified Outsourcing

Professional (COP)

150 Points

+ =


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Documenting Outsourcing Experience

The key to efficiently completing the Experience section of the application is gaining a firm

understanding the depth and breadth of your experience in relation to the Standard

Categories. The Standard Categories are organized to cover outsourcing's end-to-end

process. Depending upon your role in the various organizations and projects for which you

are documenting experience, you may find that you have concentrated your time in certainareas. For example, if you are an executive who has spent a lot of time developing and

communicating outsourcing business requirements, selecting service providers, developing

financial analysis' and pricing outsourcing opportunities, and negotiating outsourcing

agreements, you may find that you will be concentrating most or all of your points on the four

standard categories that correspond to these experiences. Therefore your strategy will be to

document your experience for each of these Standard Categories for two to three companies

each, giving you around 60 points.

On the other hand, if you have been responsible for designing and managing your firm's

end-to-end outsourcing process, you may be able to document experience in each of the

Standard Categories. If so, you may be able to obtain close to 50 points (5 points for each of

the 10 Standard Categories) just for documenting your experience on one project. If you can

do the same for an additional project at the same company, you can obtain upwards to 100

points. If you can also do so for another company, you may even be able to accumulate

close to (or all of!) the 150 needed to become a COP.

Use the Experience Worksheet to assess your project experience.


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Experience Worksheet Part II

For each Standard category, place an "X" in the box of each project in which you feel you

have a high degree/adequate amount of experience. This tool will help you assess which

projects and standard categories will earn you the most points on the application. For more

details on each standard category, refer to the Outsourcing Professional Standards.

Please note that you can only take credit for your work on three projects for each StandardCategory, so therefore can only check off three Xs per row.

Standard Category Top Five Projects

1 2 3 4 5

Assessing Results

Add up the total number of Xs for all columns and multiply that number by 5 to get an idea of

how many points you will be able to obtain for Experience.

Total # of Xs _______ x 5 = _______

Keep in mind that this number will serve only as a baseline. When filling out the actual COP

application, you will have the opportunity to use more than five projects and may therefore

be able to earn more points. You may also find that you cannot demonstrate sufficient work

to qualify for a Standard Category initially identified above.

Standards for Defining and CommunicatingOutsourcing as a Management Practice

Standards for Developing and Managing anOrganization's End-to-End Process forOutsourcing

Standards for Integrating Outsourcing into an

Organization's Business Strategy

Standards for Creating and LeadingOutsourcing Project Teams

Standards for Developing and CommunicatingOutsourcing Business Requirements

Standards for Selecting Outsourcing ServiceProviders

Standards for Developing the Financial Analysis and Pricing an OutsourcingOpportunity

Standards for Developing and Negotiating the

Contract for an Outsourcing Agreement

Standards for Managing the Transition to anOutsourced Environment, IncludingOutsourcing's Impact on Employees andCommunities

Standards for Outsourcing Governance

Total Number of Xs in each column

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

__ __ __ __ __


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Knowledge and TrainingA maximum of 100 points can be earned by demonstrating knowledge or through

education/training.

25 points for post-graduate degree within the field of business

Degrees such as an MBA, MPA, JD and others with a business concentration or

focus will qualify, as will their global equivalents

75 points for successfully completing the COP Master Class

The Certified Outsourcing Professional (COP) Master Class is a 3-day program that

provides individuals already experienced and working in the field of outsourcing with

a structured, intensive training program based upon the Outsourcing Professional

Body of Knowledge (OPBOK). Individuals with solid general management skills,

practical, in-the-field, outsourcing experience, and who successfully complete this

program are generally fully prepared to meet the Certified Outsourcing Professional

(COP) requirements. The Certified Outsourcing Professional (COP) Master Class

is offered in selected cities throughout North America and elsewhere globally.

Up to 25 Points for approved COP Bridge courses/programs

IAOP has created a process for building a bridge between qualified programs and

the COP by approving programs to count as points towards COP certification

and/or recertification. Total point allotment is based upon a review of the programs

of IAOPs Outsourcing Professional Standards and Professional Skills as defined in

Appendix D of IAOPs Outsourcing Professional Body of Knowledge (OPBOK).

Once the candidate program is approved and points are allotted, the program will

be included in the Outsourcing Professional Course Catalog, enabling global partici-

pants to quickly and easily pinpoint sources of points.

A Note on The COP Examination

Though it does not have a point value, this 200 multiple choice question exam will

comprehensively test your knowledge and expertise on the Outsourcing

Professional Body of Knowledge (OPBOK) an Outsourcing Professional Standards,

developed by the International Association of Outsourcing Professionals (IAOP) and

the Outsourcing Standards Board and is required. The exam is offered online and

the allotted time for the exam is 4 hours.

Knowledge and Training Assessment

Please indicate the number of points earned in each category, and provide the total for allcategories.

Total Points_____________

Post-graduate Degree 25 Points

COP Master Class 75 Points

COP Bridge Program up to 25 Points per course


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Where Do I Go From Here?

You should now have a more accurate idea of how many points you can earn through docu-

menting Experience and how many points you have already earned for Knowledge and

Training. How you decide to proceed will depend in great part on the number of Experience

points that you estimate you can earn.

Case A - If you project that you will earn less than 50 Experience points, you will want

to:

devise a plan to gain more experience in outsourcing. This may include taking on

more projects and responsibilities in areas in which you are less practiced.

enroll in the COP Master Class (75 points) to round out and enhance the depth of

your knowledge on the topic of outsourcing. Docment a post-grad degree if

applicable.

Case B - If you project that you will earn 75 Experience points, you will want to:

enroll in the COP Master Class (75 points) to round out and enhance the depth of

your knowledge on the topic of outsourcing.

Case C - If you project that you will earn almost all of your required 150 points

through Experience, you will want to:

document a post-grad degree/participate in a COP Bridge course/program

Further information on the Certified Outsourcing Professional (COP) Program isavailable on IAOP's website, www.outsourcingprofessional.org, by calling+1.845.452.0600 x104, or by [email protected].


27/27

2600 South Rd.

Suite 44-240

Poughkeepsie, NY 12601

Phone: +1.845.452.0600

Fax: +1.845.452.6988

www.outsourcingprofessional.org

[email protected]

Becoming a COP-Roadmap_2010

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