Performance Optimization.
Read a live engagement’s true performance, and build the board-defendable plan to improve it.
2 days · onsite · one engagement team · prerequisite: Outsourcing Lifecycle Management
Course format.
Govern what you can actually measure.
Governance depends on accurate information. Akholi’s Outsourcing 2026: Agentic AI and Tier 1 Financial Institutions study found the information suspect. Respondents rated bank-facing reporting as more likely to be manipulated (6.26 of 10) than accurate (4.81). A sponsor who cannot trust the numbers cannot govern the work. This master class gives a bank the tools to read a live engagement’s true performance, to define a performance optimization plan, and to make material improvements. Each class works one real engagement, with its engagement manager, portfolio director, and stakeholders in the room.
What you will learn.
- Establish an independent performance baseline for a live engagement, from evidence the bank holds.
- Separate reported performance from actual performance.
- Reconcile telemetry against the vendor’s reporting.
- Audit non-deterministic output against an agreed standard.
- Build a performance improvement plan with a quantified value at stake and a tracking cadence.
- Structure the plan to be defensible at the board and C-suite level.
The curriculum.
1 · The Measurement Floor
Governance depends on data that the bank does not hold cleanly. The class stands up a buyer-held record of what the agents actually did, an agreed metric definition, and an evidence ledger that reconciles the two.
2 · The Honest Baseline
Reconcile telemetry against the vendor’s reporting. Audit the underlying record, not the summary.
3 · The Real Levers
Separate the levers that produce genuine performance lift from the ones that only improve the report.
4 · The Improvement Plan
Build a board-defendable plan with a quantified value at stake and a tracking cadence.
How the class works, and what you leave with.
The class is action-consultative and built around one engagement. The bank submits the engagement’s materials. Akholi analyzes them before the class. The class runs a full performance analysis and corrective action process on that engagement in the room with the people who run it.
The bank leaves with a board-defendable performance improvement plan for the engagement. The plan carries an independent baseline, a quantified value at stake, and a tracking cadence.
Optionally, pre-class vendor interviews can further improve understanding of the engagement, and Phil Hatch is available to assist with activation of the performance improvement plan.
The Academy
All courses →Outsourcing Lifecycle Management
The full five-phase lifecycle, end to end — the foundational course, required before both master classes.
Governance, Oversight & Risk
The control function agentic outsourcing requires, taught through the students’ own live engagements.
Academy home
Three onsite courses that turn the study’s evidence into how a bank prepares for, governs, and improves an agentic AI outsourcing engagement.