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PLAYBOOK TEMPLATES
Outsourcing Agreement
An Outsourcing Agreement governs the delegation of business functions to an external provider, defining scope, service levels, and performance standards. This playbook highlights key risk mitigation strategies for data protection, continuity, and liability allocation.
Scope of Services
Negotiation strategy
Ensure the scope of services is detailed and includes all expected deliverables and performance standards. Request provisions for changes to be documented in writing to prevent scope creep.
Clearly define the services and deliverables to avoid misunderstandings. Agree to a process for handling changes to the scope to ensure flexibility and mutual satisfaction.
Essential elements
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Definition of Services
Detailed description of services.
2
Deliverables
List of deliverables with deadlines.
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Performance Standards
Standards for service quality.
Action framework
ACCEPT
Propose edits if the scope lacks clarity or omits key deliverables.
EDIT
Reject if the scope allows unilateral changes without mutual consent.
ADD
Add language to specify deliverables and performance standards if missing.
PRO TIP
Always document any changes to the scope in writing to prevent disputes.
Real-world examples
FAVORABLE
Preferred Scope of Services
"The Service Provider shall provide the following services: [insert detailed description of services]. These services shall include, but are not limited to, [insert specific tasks, responsibilities, and deliverables]. The Service Provider agrees to perform these services in accordance with the highest professional standards and to the satisfaction of the Client."
NEUTRAL
Fallback Scope of Services
"If the client requests modifications, ensure any changes maintain clarity and prevent scope creep."
UNFAVORABLE
Vague Scope of Services
"The Service Provider will perform services as needed, with details to be determined later."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure the scope is detailed and includes risk mitigation strategies to prevent costly overruns.
Long-Term Contracts
For long-term contracts, include periodic reviews of the scope to adapt to changing needs and prevent stagnation.
Multi-Party Agreements
In multi-party agreements, ensure all parties agree on the scope to prevent conflicts and ensure cohesive project execution.
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