Share Scheme Outsource Administration Project – FTSE 100 company

Brief:

Following a review of their executive share plan administration (managed internally), the company required project management assistance in choosing an external provider in the market to outsource their executive share plan management and administration.

Solution:

Prepare timetable and project plan
Review the company’s executive share plans to understand the cycle of events, jurisdictions where the plans were extended and technical requirements that had to be reviewed as part of the process
Design & draft key criteria that had to be met
Draft request for proposal document and agree provider list
Attend and facilitate meetings with selected providers
Review responses from providers and prepare scoring matrix
Manage the company’s company secretariat, procurement team and HR department’s expectations
Facilitate the appointment of the selected provider

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