Fast Track To High Performance Supplier Relationships - Designed for Buyers & Sellers

1. RT ENTERPRISES High Performance
OUTSOURCING
TEAMWORK: Exclusively for Outsourcing Buyer & Supplier Teams
V O L U M E 1 , I S S U E 1 J A N U A R Y 2 0 1 0
• Is your team
operating at
Fast Track Relationship Building
maximum
efficiency?
• Are you meeting
your goals?
Outsourcing is a critical governance team talent • Build trust among
• Is there a high level business support tool for with a high energy pro- team members
of trust among companies in every indus- gram to: • Build a common lan-
team members?
try. In today's global envi- guage for high per-
• Are leaders provid- ronment successful man- • Set the groundwork formance relationship
ing effective and agement of outsourcing for effective team management
timely coaching? engagements is imperative. communication • Adopt best practices
Successful engagements for honest feedback
• Are team mem- require more than a solid and business review
bers personally governance framework. interactions
accountable for
They require outsourcing • Create a framework
team results?
talent with the requisite for accountability for
skills to function collabo- results
ratively as a high per-
INSIDE THIS formance team. The program spans three
ISSUE: phases over six months to
The Fast Track to quickly develop high per-
Deliverables 1 High Performance Supplier formance, win-win part-
Relationships program is nerships between buyers
Discovery & 2 designed to kick off newly and suppliers .
Team Charter created outsourcing
Collaboration 2 The program builds discipline for the future.
& Problem
Session Deliverables
Solving
Team 2
Effectiveness
6 Month 3
• Team Charter
Check-up
• Team Coaching Guidelines for Team Leaders & Managers
About RT 4
Enterprises • Best Meeting Practices for common meetings and business review sessions (QBRs)
Meet the 4 • Team 360o Assessments to measure the Team’s overall effectiveness
Facilitators
• Collaboration for Success Workshop
• Team Leader Coaching Sessions incorporating current “report-outs” on the Team’s
progress toward high performance and achievement of outsourcing
engagement objectives
Fast Track to High Performance Supplier Relationships© www.rtesolutions.net

2. VOLUME 1, ISSUE 1 PAGE 2
Phase 1: Team Discovery & Team Charter
Month 1 Post Session Deliverables:
• We will review your outsourcing engagement’s governance • Documented Team
framework to customize upcoming workshops Charter
• All team members will complete an on-line Communication/ • Coaching Guidelines for
Behavioral Profile—our preferred tool is DiSC®. Team Leaders
• Report Out Conference Call to Team Leaders with the an-
swer to the question: “What does the Team bring to the Month 2 “Success is
table?” Team Leader Check-up: Team a science;
• 1 1/2 Day Team Discovery Workshop effectiveness to-date if you
◊ Building Trust & Addressing Conflict have the
◊ Building the Team Charter Report Out Conference Call conditions,
◊ Protocols for Effective Team Meetings with Team Sponsor or Business you get the
◊ Building a System for Accountability for Results Owner: Team Progress & result.”
preparation for Phase 2
◊ & much more.. Oscar Wilde
Phase 2: Collaboration & Problem Solving
Month 3
QBR Workshop & Observation: We will conduct an afternoon workshop to show the team how to use collabo-
rative problem solving techniques and methods for respectful candor to promote productive conflict. The facilitators
will work with the Team to prepare for the following day’s outsourcing Quarterly Business Review (QBR). After ob-
serving the first-half of the QBR session, your facilitators will share with you their initial observations of the Team’s
interactions and effectiveness with specific instruction for the remainder of the day to conduct the meeting as a High
Performance Team to optimize the outsourcing business value.
Month 4
Team Leader Check-up: Team effectiveness to-date Post Session Deliverables:
Report Out Conference Call with Team Sponsor or Business Owner Coaching Guidelines for Team Leaders
Phase 3: Measuring Team Effectiveness
Month 5 Team effectiveness. Research indicates Team Effectiveness Survey
that collecting information from a vari- On-line survey where team members
Team 360o Review
ety of people with different perspectives participate in a survey that measures
Key stakeholders complete an anony- increases the objectivity and validity of a the Team Effectiveness profile in
mous, on-line assessment tool to pro- feedback experience. Results will be areas such as Trust, Clear & Com-
duce a customized report of the presented in a final Workshop: Achieve mon Purpose, Communication and
Team’s overall effectiveness. This is a Excellence through Personal Collaboration & Accountability.
powerful way to provide a deeper Accountability.
understanding of strengths and
growth areas in order to enhance
Fast Track to High Performance Supplier Relationships© www.rtesolutions.net

3. VOLUME 1, ISSUE 1 PAGE 3
Phase 3 & beyond
Month 6 based on real-world experiences. This Post Session Deliverables:
Achieve Excellence Through Personal workshop will show team members and
managers how the team is perceived and • How can the team best be
Accountability Workshop managed going forward?
how the team is actually performing.
This session will focus on personal account- • Review 360o results with
Gaps will be closed by developing the
ability and will be customized based on ac- customized coaching
Question Behind the Question. guidelines for future team
tual outsourcing engagement results and
development.
the results from the Team 360o and Team 6-Month Check Up
Effectiveness Survey. Using the QBQ® Re-administer the Team Effectiveness
model we will show the team how to re- Profile to measure progress toward be-
coming a high performing team. Results
place blame, complaining and procrastina-
are presented to the Team Leader in a
tion with personal accountability. QBQ® coaching session to help continue the
(The Question Beyond The Question) ex- team building process after the formal
ercises will be customized for the team workshops are completed.
Ongoing workshops can continue to support the performance levels of
the team going forward. Topics are not limited to, but can include:
“Unity is strength...
• Building Emotional Intelligence to balance confidence with self-awareness,
build relationships using empathy, enhance flexibility in problem solving, when there is
and project optimism to the team. teamwork and
collaboration,
• Getting to Yes, based in the best-selling book by Roger Fisher and William wonderful things can
Ury, leaders will learn negotiate agreement without giving in. be achieved.”
• Our Iceberg is Melting, based on the best selling book by John Kotter, Mattie Stepanek,
leaders will learn the eight steps essential for getting buy-in to change.
American Poet
Real changes that your company is facing due to the outsourc-
ing arrangement will be integrated to ensure new skills are
immediately applied.
Who Should Attend:
• Vendor managers
• Client services directors
• Training facilitators Call today for
• Technology support personnel your customized
• Quality administrators
• Contract negotiators workshop quote.
• Sales people
• Compliance representatives
• Strategic sourcing coaches 716-997-9310
• Operations managers
• Business process engineers
• Call center, back office, BPO, accounting, legal,
human resources, technology outsourcing and more
Fast Track to High Performance Supplier Relationships© www.rtesolutions.net

4. RT Enterprises of NY, LLC
PO Box 247 Antoinette Forth, Program Design & Outsourcing SME
President, RT Enterprises of NY, LLC
Angola NY 14006
Antoinette Forth is a pioneering strategist with a well‐rounded
716-997-9310 knowledge of the outsourcing industry and a true talent for building
anton@rtesolutions.net winning relationships, often conceptualizing partnerships that expand
revenues to unprecedented levels.
Antoinette (Anton) spent over 15 years in the Business Process Out-
Hear what people say about our facilitators: sourcing industry in both sales leadership, client services and opera-
“In the past 6 months, we’ve done more than in tional roles. Most recently she directed sales and business develop-
ment activities of a BPO executive/senior management team, cen-
the 10 years I’ve been here. I never thought we tered on the Insurance, Healthcare, and Financial Service Industries.
could accomplish so much in such a short amount She has a wide network of trusted relationships with influential indus-
try players at Fortune 500 companies.
of time. I have to admit, I was a doubter.”
Her passion is to transform the typical supplier-client rela-
tionships into lifelong, productive and valued partnerships.
“We raised the bar for our work performance and
During her outsourcing career she attained a 90%+ client retention
it’s where it should be.” rate as a result of her inexhaustible initiatives that strengthened rela-
tionships through transparent contract negotiations and account
governance.
Participants from a Team Development
program at a Major Health Insurance
Carrier
www.rtesolutions.net
Building Winning Relationships. Professional Member
About our partner
Amy Pearl , Program Design & Facilitator Rita Markle, Program Design & Facilitator
Managing Partner and Co-founder Chief Learning Officer
Amy Pearl is Managing Partner of Performance Manage- Rita Markle is Chief Learning Officer at Performance Man-
ment Partners, Inc., a talent management firm based in agement Partners Inc. Rita is an experienced leadership
Meet the Facilitators
Upstate New York. For over a decade, the firm has and organizational development professional with an abil-
helped employers make better people decisions to achieve ity to develop and implement performance strategies to
better business results. help organizations reach business and performance goals.
She has competence in leadership development, executive
Prior to starting Performance Partners, Amy enjoyed a coaching, organizational development, strategic planning,
fifteen year career leading large-scale, multi-million dollar project management, performance consulting, adult learn-
efforts in organizational and employee development, sales, ing principles, and instructional design. Rita has special-
operations and technology. Her creativity and project ized expertise in designing and implementing Corporate
management expertise led to the successful implementa- Universities that emphasize learning competencies in tech-
tion of some of the most ambitious initiatives of her em- nical skills, cognitive abilities and emotional intelligence.
ployers. As a consultant, she translates her big-business
experience into simple, results-oriented solutions for even Rita holds a Master's of Science in Organizational Com-
the smallest employer. munication and Development from Canisius College and a
Bachelor's of Science in Business, Management and Eco-
Amy is a strategic thinker with a well-rounded knowledge nomics with a minor in Organizational Development from
of business and a true talent for facilitation. Determined the State University of Buffalo. She is a Leadership Buffalo
Class of 2000 graduate.
to remain on the cutting-edge, Amy thrives in roles that
focus on idea generation and problem solving. Rita has specialized expertise in executive coaching, lead-
ership development, and teambuilding, and hold various
Amy received her BA in Economics from SUNY College at professional certifications in workplace assessment tools
Buffalo and her MBA from the University at Buffalo. She and training delivery systems. She is certified in programs
has lectured and led workshops on Assessments, Leader- from Franklin Covey, Ken Blanchard Companies, QB In-
ship, Team Building, and Strategic Thinking at the Univer-
ternational (QBI), , QBQ®! The Question Behind the
sity at Buffalo and Canisius College.
Question, CentACS Workplace Big Five Profile®, DiSC®
and qualified in the Myers-Briggs Type Indicator.
Fast Track to High Performance Supplier Relationships© www.rtesolutions.net