Certified Outsourcing Professional (COP) Master Class
Accredited prep course for COP and aCOP outsourcing certification designations
3-day training course, $4,995
Self-paced self-study course, $2,995

A Comprehensive Learning Experience for Improved Outsourcing Outcomes

Course Highlights:

  • Define and Communicate Outsourcing as a Management Practice
  • Develop and Manage an Organization’s End-to-End Process for Outsourcing
  • Integrate Outsourcing Into an Organization’s Business Strategy and Operations
  • Create, Lead and Sustain High-Performance Outsourcing Project Teams
  • Develop and Communicate Outsourcing Business Requirements
  • Select Outsourcing Vendors
  • Develop the Outsourcing Financial Case and Pricing
  • Contract and Negotiate for Outsourcing
  • Manage the Transition to an Outsourced Environment


The COP Master Class provides outsourcing professionals - whether they work as outsourcing service buyers, providers or advisors - with an intensive learning experience on a state-of-the-art, end-to-end process for outsourcing success. Attendees completing this outsourcing training course will be on a path toward their COP professional outsourcing certification. And, whether pursuing certification or not, all attendees will be able to improve outsourcing outcomes at their own organizations immediately.

What You Will Learn

The COP Master Class curriculum addresses ten categories of outsourcing best practices, including 54 specific standards and 106 detailed elements.

Participants in this program will be exposed to:

  • A comprehensive learning experience that prepares an individual to successfully lead most outsourcing initiatives.
  • The opportunity to work with seasoned veterans to develop a customized outsourcing project plan for an actual project.
  • State-of-the-art insights into the latest industry and deal trends.
  • Extensive networking opportunities with professionals from a wide range of industries and professional disciplines.
  • The opportunity to convert the latest management thinking on outsourcing into actionable project steps.
  • Insights gained from hundreds of actual engagements at companies from all around the world.
  • Comprehensive coverage of the Outsourcing Professional Body of Knowledge.
  • Step-by-step coverage of the Outsourcing Professional Standards.
  • Expert guidance from faculty who are themselves COP certified outsourcing professionals, as well as invited expert practitioners working in the field.

Course Format

The Certified Outsourcing Professional Master Class employs class-room lecture, team discussion, and a capstone case study.  Experts (both current and relevant executive speakers from various industries and professional disciplines) join the class and share their insights honed from years of first-hand experience conceiving and leading outsourcing projects.

Geared for all three primary stakeholder groups - clients, providers and advisors - the COP Master Class integrates project management best practices with the Outsourcing Professional Body of Knowledge (OPBOK).

Participants use electronic outsourcing project planning templates to plan, document and track the in-class case study as well as to work on their own outsourcing project during the course. Instructors provide one-on-one and group coaching and feedback, ensuring candidates grasp the tools and techniques needed for successful outsourcing deployments.

Alternative Online Course Format

The online COP Master Class is a convenient way for busy executives to assess where their organization is positioned in governance and how it can move along the growth curve. Using multimedia techniques, this online course provides complete coverage of  all the topics covered in the instructor-led course.

The online COP Master class length is approximately 40 hours. Upon registration you will have 120 days to complete it.

Who Should Participate

The Certified Outsourcing Professional Master Class is designed for in-house sourcing professionals, purchasers of outsourcing services, those embarking upon an outsourcing relationship, outsourcing services providers and vendors, outsourcing company leaders, outsourcing consultants and advisors. COP and aCOP certifications are globally-recognized designations for professionals operating in the outsourcing industry.


Attendees should possess a basic understanding of outsourcing concepts and vocabulary.


Day 1

Chapter 1 - Outsourcing as a Management Practice

  • Overview and Objectives
  • Standards
  • Outsourcing Defined
  • Why Organizations Outsource
  • What Organizations Outsource
  • The Differences Between Outsourcing and Offshoring
  • The Role Outsourcing Professional Plays

Developing and Managing an Organization’s End-to-End Process for Outsourcing

  • Sourcing Options
  • The 5-Stage Process of Outsourcing
  • How to Set Realistic Expectations and Time Lines
  • Go or No-Go Decision Criteria by Stage
  • Applying Sound Project Management Principles to Outsourcing Projects
  • Performing and Organizational Capability Assessment

Integrating Outsourcing Into an Organization’s Business Strategy and Operations

  • Standards for Integration
  • A Strategic Approach to Outsourcing-Idea Generation
  • How to Use an Outsourcing Decision Matrix
  • Risk Assessment
  • Regulatory Considerations
  • Scoping Outsourcing Opportunities
  • Prioritizing Outsourcing Opportunities
  • Special Considerations

Creating, Leading and Sustaining High-Performance Outsourcing Project Teams

  • Standards for High-Performance Outsourcing Project Teams
  • Types of Project Teams Required for Each Stage of the Outsourcing Process
  • Assessing and Assembling the Right People
  • Hallmarks of Effective Outsourcing Team Leadership
  • Performing a Stakeholder Analysis

Developing and Communicating Outsourcing Business Requirements

  • Standards for Developing and Communicating Outsourcing Business Requirements
  • How to Transform an Approved ‘Idea’ into a Formal, Marketplace-Ready Set of Requirements
  • How to Evaluate and Select From Alternative Approaches for Communicating Requirements to the Marketplace
  • Managing Processes for Engaging the Marketplace
    • Requests for Information (RFIs)
    • Request for Quotation (RFQs)
    • Request for Proposal (RFPs)

Selecting Outsourcing Service Providers

  • Standards for Selecting an Outsourcing Services Provider
  • Vendor Selection Process
    • Process Flow
    • Components
  • Identifying Potential Service Providers
  • How to Assess Potential Service Providers
  • Scoring
  • Selecting Potential Service Providers

Developing the Outsourcing Financial Case and Pricing

  • Standards for a Supporting Outsourcing Financial Case and Pricing
  • How to Develop a Comprehensive Financial Analysis Model
    • Current Costs
    • Future Costs
    • Project Costs
  • Projecting Financial Benefits over the Life of the Outsourced Business Relationship
  • Selecting the Optimal Pricing Model and Levels for the Business Relationship

Outsourcing Contracting and Negotiations

  • Contracting and Negotiation Standards
  • Outsourcing Contract Structure
  • Outsourcing Contract Content and Considerations
  • Applicable Legal Terms & Conditions
  • Negotiating the Outsourced Business Relationship

Managing the Transition to an Outsourced Environment

  • Standards for Transitioning to an Outsourcing Model
  • Planning and Transitioning to the Operationally Outsourced Environment
  • Managing Outsourcing’s Impact on Employees
    • Developing and Executing Internal Communications Plans
  • Managing Outsourcing's Impact on Communities
    • Developing and Executing External communications Plans

Outsourcing Governance

  • Governance Standards
  • How to Design, Implement and Manage Outsourcing Business Relationships
  • Achieving Continuous Improvement in Outsourcing:
  • Assessing and Improving an Organization's Outsourcing Process
  • Assessing Outsourcing Process Maturity
  • Outsourcing Professional Responsibilities and Ethics
 No travel budget?  No problem. We'll pay your airfare. Click here.

Dates, Locations and Registration

Learn From the Industry's Leading Authorities

Sharing their real-world experiences, COP faculty guest lecturers from some of the world's most successful customer and advisory firms, such as American Express, Bell Canada, Booz Allen Hamilton, CBRE, Kirkland & Ellis, Neo Advisory, PwC, and Procter & Gamble.


"The standardization and structure that IAOP has created and presented this week is just what this industry needs. Get on board or you're going to get left behind."
-- Manager, Customer Service International Service Network Partners, American Express

"The presentation on transition was the best I've ever seen."
-- Managed Services Principal, Hewlett Packard Colombia

"This class has been incredible. My only suggestion would be to make it longer so we can further tap the knowledge and expertise of the instructors, guest speakers and fellow classmates!"
-- Senior Regional Manager, American Express

"The COP Master class was very fun, dynamic and rewarding! I enjoyed every part of it. Both the teaching ,and experience sharing from our high caliber participants, made it so successful."
-- Founder & CEO, I-Consulting Group ICG

Recommended Follow-on Courses:
Outsourcing Governance Workshop

Online COP Exam Prep Course

IAOP Conference

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This course contributes toward achievement of the following certifications:

  • Associate Certified Outsourcing Profession (aCOP)
  • Certified Outsourcing Professional (COP)

These certifications are officially recognized by the RCCSP Professional Education Alliance and its members, including the International Association of Outsourcing Professionals.

Associate Certified Outsourcing Professional (aCOP)

The aCOP certification process consists of four requirements:

  • Attendance in the Certified Outsourcing Professional Training Master Class (above)
  • Submission of an online application, which includes a $400 non-refundable processing fee and access to the COP exam.
  • Achieving a passing score on the Certified Outsourcing Professional (COP) online certification exam
  • Execution (signature) of IAOP's Code of Ethical & Business Practice Standards for Outsourcing Professionals

Certified Outsourcing Professional (COP)

The COP certification process consists of four requirements:

  • Submission of an online application, which includes a $600 non-refundable processing fee and access to the COP exam.
  • Achieving a passing score on the Certified Outsourcing Professional (COP) online certification exam
  • Execution (signature) of IAOP's Code of Ethical & Business Practice Standards for Outsourcing Professionals
  • Earning 150 outsourcing knowledge and experience "points."

About the COP Certification Exam

The certification exam is comprised of 200 questions and candidates are given four hours to complete the exam. 70% or better is required to pass the exam.

About COP Knowledge and Experience Points

COP certification is based on a credit-earning system.  Candidates must earn 150 credits, or "points," to earn certification.

  • At least 50 points (up to the total requirement of 150 points) must be experience-based.
  • Up to 100 points can be knowledge-based.

Knowledge-based points may be earned for:

  • Post-graduate degree studies (up to 25 points)
  • Education in COP-qualified training programs (up to 25 points per program) listed in the Outsourcing Professional Course Catalogue (OPCC), or approved through the COP Bridge Program
  • Successfully passing the COP Examination following attendance in a COP Master Class (75 points)

Experienced-based points may be earned for outsourcing experience, such as:

  • Submission of documented professional outsourcing experience, 5 to 15 points per knowledge category.  There are 10 knowledge categories.

How to Earn 75 COP Certification Points for This Course

To earn 75 COP Certification points for attending the COP Master Class, candidates must complete the course and pass the COP Examination.

Certified Outsourcing Professional (COP) Recertification Requirements

Re-certification, based on continuing education credits, is required every two years.

About the International Association of Outsourcing Professionals (IAOP)

As the global-standard setting organization and leading advocate for the outsourcing profession, the RCCSP Professional Education Alliance member International Association of Outsourcing Professionals (IAOP) works with buyers, sellers, and advisors, globally, to develop and improve the skills and competencies of these professionals and the outsourcing profession as a whole. International Association of Outsourcing Professionals

Registration Fees

The per student registration fee for this training and certification program is $4995 for the instructor-led course, or $2995 for the online self-paced course, and includes:

  • 3-day instructor-led training,with guest speakers (classroom only)
  • All training materials
  • Breakfast, lunch, dinner and breaks (classroom only)
  • Electronic and print versions of the OPBOK (Outsourcing Professional Body of Knowledge)
  • Course certificate of completion
  • Glossary of Outsourcing Terms
  • Access to over 40 Outsourcing Templates
  • Case study
  • Whitepapers
  • The Common Business Process Framework
  • Code of Ethics and Business Standards for Outsourcing

Class room training begins at 9:00 AM and ends at 5:00 PM each day. Business casual attire is appropriate. No jeans or sneakers please.

Register securely online with confidence or please call (708) 246-0320.

Seminar Schedule
Jul 22-24, 2019 Chicago, IL DePaul University
COP Online Master Class Self-Study Online
COP Master Class 10-Pak
Purchase 10, save 50%
Any instructor-led class Any location

Maximize Your Training Investment -- Attend Courses Back-to-Back

This course immediately precedes related courses in select locations:

Purchase in Bulk, Save 50%

Does your sourcing department or outsourcing service management team have ten or more professionals to be certified? Take advantage of RCCSP's 50% off Bulk Purchase Program.  Purchase ten registrations at one time, and save 50%. Use your registrations as you need them: one at a time, each in a different session, several associates in the same session, or the entire team together in one session. Bulk registrations are valid for two years.

More Training and Certification Courses

See the complete calendar of RCCSP Professional Education Alliance Contact Center Training dates and locations.

For more IT, technical and field support training course options, see the RCCSP Help Desk, ITIL, and Support Center Calendar.

Terms & Conditions

Seminar agenda and assigned instructors are subject to change.

Payment is due prior to the seminar.

Public seminar cancellation policy.  Registrants may cancel up to fourteen days in advance of the seminar start date for a full refund, less administrative fees of $400.  Or, you may transfer your registration to another date or member of your company at no additional charge.  Please notify us as soon as possible. Registrants cancelling within fourteen days of the seminar will receive credit, less administrative fees of $400, toward any other Resource Center seminar.

On-site training scheduling and cancellation policy.  On-site training fees must be paid to reserve a training date.  Additional travel surcharges will be charged for travel to training locations outside of the continental USA and for training courses scheduled within three weeks, or paid for within three weeks, of the on-site delivery date.Organizations may cancel up to 21 days in advance of the seminar delivery date for a full refund, less administrative fees of 25% of the base fee.

If for any reason you are unsatisfied with the training, please notify the instructor by the end of the first day. If you decide to cancel the remainder of the training program, the instructor will collect all training materials.  Fees paid, less a prorata one-day on-site training base fee plus any travel surcharges, will be refunded.

Cancellation by provider. In the unlikely event that a seminar must be cancelled by seminar provider due to unavoidable circumstances, you will be notified at least two weeks prior to the seminar date, and your payment will be refunded.

Seminar provider is not responsible for losses due to cancellation including losses and penalties on advanced or non-refundable airfares.

In all circumstances, seminar provider's liability shall be limited to fees received.

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