1. Define & decide scope
- Define the roles, volume and timeline.
- Decide what to keep in-house vs outsource.
- Be clear on the outcome you want.
- Set the budget envelope.
2. Choose a model
- Map the need to a partner model.
- Consider blended approaches.
- Shortlist partners on fit, not rankings.
- Run a pilot or trial brief where possible.
3. Govern & review
- Agree SLAs, data terms and decision rights.
- Set a governance and review cadence.
- Track against expectations honestly.
- Plan transition in and out.
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