MOOS Project

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MOOS Project
Making Offshore Outsourcing sustainable
in cooperation with UNI PMS 19-21 June 2006 in
Barcelona
Sabrina De Marchi, policy officer
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Making Offshore Outsourcing sustainable MOOS
project
UNI-Europa MOOS project Making offshore
outsourcing sustainable

• Only reason for Outsourcing lower cost ?
  Reality is more complex!
• No reliable indicators on the scale or
  characteristics of offshore outsourcing but it is
  increasing
• Offshore outsourcing in Europe is still in early
  stage ? structural change through offshore
  outsourcing will intensify over the next years ?
  the need for advice, tools, training, expertise
  as regard as sustainable management offshore
  outsourcing will increase

? To develop a pan-European trade union strategy
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Making Offshore Outsourcing sustainable MOOS
project
UNI-Europa MOOS project Making offshore
outsourcing sustainable

• MOOS ? to develop rules and guidance to
  increase improve the capacity of employees,
  their trade union representatives and trade
  unions officers to anticipate and manage offshore
  outsourcing in a way which avoids social
  hardships and economics failures.
• ? Objectives are to
• Increase improve understanding on offshoring
  and its mechanisms
• Provide UNI-Europa affiliates with an information
  hub
• Develop a trade union strategy/response
• Provide support and tools for employee
  representatives
• Develop mechanisms for anticipating and managing
  change

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Project partners

• MOOS is coordinated by UNI-Europa IBITS, with the
  support of a project team including
• LBC-NVK, Belguim
• CFDT-Cadres, France
• SIF, Sweden
• CF, Sweden
• FNV Bondgenoten, Netherlands
• Ver.di, Germany
• HK-Privat, Denmark
• HIVA, Belgium
• This two years long project is implemented with
  the financial support of the ESF

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Making Offshore Outsourcing sustainable MOOS
project
4 phases of the MOOS project

• Development of an interative website to track
  offshore outsourcing in Europe
  www.moosproject.be
• Reporting on offshore activities in 6 European
  countries offshore tracking
• ? MOOS tracker and MOOS questionnaire
• Analysis on offshore practice and development of
  an offshore  management  handbook
• Capacity building of stakeholders
• ? Development of training material
• ? Offshore management seminars

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Making Offshore Outsourcing sustainable MOOS
project
MOOS achievements

• The MOOS website is on line (www.moosproject.be)
• MOOS opening Conference, 10 February 2005 in
  Paris, France
• Reporting tools available in EN, FR, DE, NL,SW,
  DA and SP
• Offshore tracking in Belgium, France, Germany,
  Sweden, Denmark and Netherlands 86 offshoring
  events were reported ? factsheet
• Publication and dissemination of the MOOS
  Newsletters
• 1st MOOS Workshop, 1213 January 2006, Antwerp,
  Belgium
• ? Drafting of the Management handbook
• 2nd MOOS Workshop, 3031March 2006 in the
  Netherlans
• ? Testing Validation of the Management
  handbook
• 3rd MOOS Workshop, 12 June 2006 in Denmark
• ? Development of the implementation strategy

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Objectives
• To help employee representatives and unions to
  understand complexity of OO
• To assist employee representatives in developing
  a strategy to address OO initiatives
• ? Highlights risks and reasons for possible
  failure
• ? Shows different stages in OO and what ER can
  do in each stage

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Content
• Introduction
• Objectives when negotiating offshore outsourcing
• Getting involved in all stages of offshoring
  process
• Issues
• Anticipating offshoring
• Taking the lead
• Assessing an OO strategy
• Assessing the implementation of an OO strategy
• Negotiating the implementation and monitoring of
  offshoring

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Objectives in negiotiation checklist
• Involvement and participation
• Avoidance of compulsary redundancies
• Protection of employment terms conditions
• Effective redeployment
• Right to training and assistance
• Re-investment of savings from offshoring
• Core labour standards in destination countries
• Decent wages good working conditions in
  destination countries
• Job security in destination countries
• Effective management for managing change
• ? UNI offshore outsourcing charter
  (www.union-network/themes)

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Content OO process
• Initial informal consideration of OO
• Formal decision to research OO
• OO analysis
• Formal decision to proceed
• Call for tenders
• Due diligence
• Agreement of contract
• Implementation of OO process
• Management of OO relationship
• Evaluation

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Anticipating OO
• What is offshoring and outsourcing?
• Is my company likely to be considering OO?
• What jobs can be OO?
• Why might a company be considering OO?
• Success of OO?
• Taking the lead
• OO agreement (CSC/Amicus, BT/Connect,etc.)
• Global framework agreement
• Pre-emptive skills initiatives
• Planning a strategy to deal with OO

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Assessing an OO strategy
• Accessing information
• What is the overall strategy behind OO?
• Are there measurable goals included?
• What is the scope of OO?
• What business model is chosen?
• Is the cost benefit analysis realistic?
• Have the legal issues been taken into account?
• What organisational risks have been identified in
  introducing OO?
• What HR issues have been addressed?
• Some strategies for ER and unions

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Making Offshore Outsourcing sustainable MOOS
project
MOOS Handbook

• Assessing the implementation of an OO strategy
• The tendering process
• Country selection
• Negotiating the implementation and monitoring of
  OO
• Service Level Agreement
• Negotiating the transition
• Making contact with ER in destination company
• Monitoring the OO agreement
• Assess your own response to offshoring
• Share your experience

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Making Offshore Outsourcing sustainable MOOS
project
Next steps of the MOOS project

• Publication and dessimination of the handbook
  in FR,DE, NL, EN, SW, DK
• National offshore management seminar
  (September - November 2006)
• Final conference, 7 November 2006 in Berlin,
  Germany

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Making Offshore Outsourcing sustainable MOOS
project

• Thank you for your attention
• Take a look at
• WWW.MOOSPROJECT.BE