A Checklist for Managing Offshore Projects

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  • submitting the deliverable to the designated offshore and onsite reviewers/li>
  • Reviewers have verified the deliverables against the deliverables' completion exit checklist before signing-off. They have documented the review history, and is available for future references
  • The team members and the reviewers have documented technical and business issues, arising out of reviews. They have documented the issues and the history is available for future references/li>
  • Business and technical SMEs have attended to, resolved the issues, updated the appropriate documents, and published them to the appropriate members. They have also documented the update history, and is available for future references
  • The technical team has successfully applied the reviewer’s feedback in a timely manner. The revision history is available for future references
  • Project managers have reviewed/revised the project schedule after the reviews and that the members have understood the schedule as it relates to their tasks and deliverables
  • Onsite technical and business SMEs have tested all the deliverables, and have signed-off on them
  • Onsite technical SMEs have ported all the technical deliverables from the development to the QA environment
  • Production environment and the transition plans, for moving from QA to production, are in place, and have been certified by the appropriate SMEs
  • Each technical deliverable has met the performance criteria (such as response times)
  • The communication matrix, for the integration testing and go-live, has been published and the availability of the key members has been confirmed

Implement: Checklist
Ensure and provide the evidence:

  • All the deliverables have been completed and delivered as planned in the checklist inventory and the project schedule
  • Technical SMEs have completed the testing against the completion exit checklist, certified and signed-off on the all the technical deliverables. The review and sign-off history is well documented
  • Business SMEs have completed the testing against the completion exit checklist, certified and signed-off on the all the business deliverables. The review and sign-off history is well documented
  • Business SMEs have completed the system and integration tests against the QA plans, certified and signed-off on the all the deliverables. The review and sign-off history is well documented
  • The system has met the performance criteria (such as regression tests)
  • The key offshore personnel are available onsite to attend to any issues, in a timely manner, arising out of the implementation
  • The support offshore personnel are available, as per the implementation schedule, to attend to any issues
  • The release documentation have been completed and have been reviewed by the offshore and onsite technical SMEs
  • The lessons learned sessions have been held by involving both the teams, and the results have been incorporated in the technical and project management standards

As you would notice, my approach emphasizes on completing a ‘must have’ checklist. You should be able to tailor the above checklist to suit to your specific needs. But the point is that you must ensure that a checklist is completed and verified, in each phase, before proceeding to the next. You must fill the gaps, if any, by refining your processes, standards and/or deliverables to ensure that the checklist is satisfied. The responsible resources must prove that the questions, raised in the checklist, have been incorporated in the appropriate processes, standards and/or deliverables.

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