All prices are in Canadian dollars.

Strategy and Scoping/ Strat├ęgie et cadrage

Date:   Dec 06, 2021 - Dec 09, 2021
Time:   2:00 PM (EST)

Deciding what services to outsource to a third-party provider is essential. – Identifying your businesses competitive advantages, and deciding what services to deliver internally, and which services are best suited to the expertise of an outsourced provider is critical.

In our Strategy and Scoping course we discuss key insights and strategic drivers for outsourcing partnerships. We discuss the baseline information a buyer must have in order to successfully engage the provider community and evaluate options. This course also describes various deal structures and pricing models to be considered when taking the first steps in working with an outsourced provider.  

The planning and preparation done prior to entering into an outsourcing arrangement establish the foundation for success. The course provides key insights into the strategic drivers for outsourcing 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. The course also describes various deal structures and pricing models to be considered.  

Course Objectives

  • Review the positioning of strategy and scoping within the outsourcing transaction lifecycle and review the importance of this phase
  • Review the various deal types
  • Discuss the considerations and process to follow that result in an outsourcing strategy linked to business goals
  • Review the various considerations to take into account when establishing the scope of an outsourcing transaction
  • Discuss how risk, the baseline, and the business case fit into this phase of the lifecycle

Course Sessions

  • Transaction Lifecycle and Other Keys to Success
  • Overview of Strategy and Scoping
  • Outsourcing Market Trends                                 
  • Deal Types: The Continuum                                                                   
  • Defining Strategy   
  • Dealing with the Issues
  • Defining Scope: Fundamentals, Pricing Models, Service Levels, Additional Aspects
  • People Considerations                                          
  • Risk Management
  • The Business Case              
  • Governance Considerations

Course Format

This four-day virtual course is facilitated by some of the most experienced outsourcing professionals. The sessions are supplemented with group workshops/exercises which provide participants with opportunities to share experiences and apply their learnings.

Those who complete the course will receive a digital badge from Supply Chain Canada and SCMPs will earn 5 CPD credits per course (we kindly ask members to enter their activity independently following this course).

Course Pricing

  • Early Bird / Member: CAD $ 475.00 (+ applicable provincial tax) - Until September 30, 2021
  • Regular / Member: CAD $ 550.00 (+ applicable provincial tax)
  • Early Bird / Non-Member: CAD $ 700.00 (+ applicable provincial tax) - Until September 30, 2021
  • Regular / Non-member: CAD $ 750.00 (+ applicable provincial tax)

Course Facilitators

Shebina Kanani

Shebina Kanani is an information technology leader with extensive experience in financial services. She has worked in wealth management, domestic retail, international, commercial, wholesale and electronic banking product and service system groups.  Ms. Kanani in her role as an IT Executive Consultant to RBC, led an IT application services transformation program to drive costs savings and efficiencies. She currently works at Deloitte as their Technology Sourcing Advisor in their Technology Strategy & Transformation group. Ms. Kanani had global responsibilities with Scotiabank in her capacity as Vice President, Information Technology Outsourcing and Supplier Management. Over her extensive career, Ms. Kanani has developed expertise in outsourcing, governance, leadership development, IT procurement, application development management, vendor management, innovation, asset management, accessibility, strategic planning and project management for mission critical systems.  In addition to her impressive career accomplishments, Shebina is also active on a number of volunteer organizations and Boards.

Blake Hanna, President of Hanna Consulting Services

Blake is an Adjunct Professor in the Sauder School of Business at the University of British Columbia where he teaches undergraduate and graduate courses in business strategy, consulting and information technology.

Blake is the President of Hanna Consulting Services (HCS). Prior to establishing HCS in 2012, Blake spent 30 years in numerous leadership roles at Accenture, a global provider of management consulting, technology, and sourcing service to leading public and private sector clients. While at Accenture, Blake had overall responsibility for operations and service delivery of a 10-year, CAD $1.4 billion service agreement between Accenture and BC Hydro. Blake was Accenture’s Senior Executive with full accountability for service delivery, customer satisfaction and profit and loss. He had responsibility for overseeing the delivery of IT Services as well as all outsourced back-office functions (Purchasing & Strategic Sourcing, HR - Payroll, Customer Care, and Finance & Administration). Blake was Accenture’s point person responsible for delivering $250M in saving for BC Hydro and the Province of BC and improved service to 2 million customers. Prior to his BC Hydro role, Blake was based in Toronto and served as the Managing Director for Accenture’s Canadian Financial Services unit. His clients included TD, BMO, CIBC, RBC, Scotia Bank, Manulife, Canada Life and Royal & Sun Alliance. His responsibilities included management consulting, systems integration and business process outsourcing. Blake is routinely sought out by senior leaders in the public and private sectors to provide executive direction / oversight to large, complex, multi-year transformation programs – often involving the integration of new business and operating models, new governance structures, business processes, workforce constructs and information technology. Many of these roles involved reporting directly or indirectly to the Board (or sub-committees of the Board) and/or external Stakeholder Committees. 

Blake has over 40 years of experience working alongside Federal and Provincial Governments and Crown Corporations. He understands the challenges and opportunities associated with leading and managing sustainable change from within the private and public Sectors. Blake holds an MBA from the University of British Columbia and a BSc from the University of Victoria. He is married with two adult children and lives in Vancouver. He has lived and worked throughout Canada and has had long-term client service roles based in the U.S. and U.K.



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