Criteria Tool for Entering Into a Shared Service Arrangement

Resource Summary

This criteria tool was developed to help guide decision-making around entering into shared services arrangements in the Explore phase. The tool helps guide choices around key areas of success in shared service agreements including: goals and expectations, scope of the agreement, partners and stakeholders, fiscal implications, leadership and personnel. It was developed by the Northwoods Shared Services Project in Wisconsin, a member of the Center’s Shared Services Learning Community.