AKHOLI ACADEMY / PRIVATE INSTITUTIONAL EDUCATION
Build a common management framework. Then apply it to governance and oversight, or to the performance of a live engagement.
Private onsite classes for financial institutions, taught by Phil Hatch and grounded in Akholi’s primary research and the work your teams manage.
THREE PRIVATE ONSITE COURSES
CHROs, Chief People Officers, CROs, and heads of training can assemble the relevant institutional cohort. Each class connects management responsibilities to a practical output.
Foundation course
A shared management framework from preparation through exit.
Master class
Develop ownership, oversight, and control arrangements through participants’ live engagements.
Master class
Validate the baseline and plan improvements for one live engagement with its cross-functional team.
THE LEARNING PATHWAY
Outsourcing Lifecycle Management provides the common framework and is required before either master class. The master classes address different management needs.
REQUIRED FOUNDATION
Preparation, procurement, transition, production, and exit.
Then choose either master class according to the institution’s priority
Ownership, agent authority, human oversight, control evidence, and escalation across participants’ engagements.
One engagement team validates its measurement baseline, diagnoses constraints, and plans improvements.
The two master classes do not have to be taken in sequence. Discuss the appropriate learning pathway with Akholi.
THE SAME DECISIONS, SIDE BY SIDE
| Decision | Outsourcing Lifecycle Management | Governance, Oversight & Risk | Performance Optimization |
|---|---|---|---|
| Best fit | A common management framework across the lifecycle | Governance, oversight, and control arrangements | Performance of one live engagement |
| Duration | 2 days onsite | 2 days onsite | 2 days onsite |
| Participants | Up to 15 participants | Up to 15, bringing live engagements | One engagement manager, portfolio director, and relevant stakeholders |
| Practical output | Peer-reviewed engagement management plan | Governance action plan for each engagement | Performance improvement plan for the selected engagement |
| Prerequisite | No prior Akholi course | Outsourcing Lifecycle Management | Outsourcing Lifecycle Management |
PREPARATION, APPLIED WORK, AND SPONSOR REVIEW
Each class combines advance preparation, work in the room, and a documented outcome. The participant’s engagement plan and Phil Hatch’s executive sponsor report serve different purposes.
The foundation uses pre-reading and a tailoring survey. Master classes use a pre-class interview and submitted engagement materials, analyzed by Akholi in advance.
Phil Hatch teaches and facilitates the applied work. Participants develop a management, governance, or performance plan appropriate to the selected course.
Participants take their plan back to the institution. A post-class survey and Phil’s executive sponsor report support the institution’s review of the class.
For the master classes, pre-class vendor interviews and follow-on activation assistance are optional arrangements. Discuss dates, location, cohort, and delivery arrangements with Akholi.
YOUR INSTRUCTOR
Phil Hatch is the Chief Executive Officer of Akholi and the author of its 2026 study. He brings more than 30 years of experience in global outsourcing, workforce development, and service delivery.
He previously led the ManpowerGroup/Experis global outsourcing business. His classes connect that operating experience with Akholi’s primary research and the engagements participants bring.
Read Phil’s biographyThe curriculum draws on the 2026 Akholi study of agentic AI outsourcing at Tier 1 financial institutions.
Agentic AI outsourcing engagements studied
Vendor delivery-team respondents
Explore readiness and co-management, governance, oversight, and control, and manual alteration. Findings describe the engagements studied. Read the study design and evidentiary limits.
COURSE SHEETS
Read the full course pages online or download the one-page sheets for an internal discussion.
PRIVATE ONSITE EDUCATION
Yes. Each course is delivered onsite for an institutional cohort and taught by Phil Hatch. Discuss your proposed dates, location, participants, and delivery arrangements directly with Akholi.
Outsourcing Lifecycle Management is the required foundation. It precedes either master class. Select governance or performance according to the work your team needs to do.
Governance, Oversight & Risk uses participants’ live engagements to develop governance action plans. Performance Optimization brings the cross-functional team for one engagement together to validate its baseline and develop an improvement plan.
The foundation uses pre-reading and a participant survey. The master classes use interviews and engagement materials analyzed by Akholi before the class. Governance also follows the institution’s governance framework.
Start with the learning priority, proposed cohort, and general engagement context. Agree any private exchange of engagement documents directly with Akholi.
Follow-on activation assistance for the master classes is available by separate arrangement. Akholi’s advisory practice also provides separately scoped implementation support.
Discuss the learning priority, proposed cohort, and engagement context with Phil Hatch. Akholi can help identify the appropriate course and learning pathway.