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Managing Outsource/Offshore Projects

2 Days Classroom Session   |  
3 Days Live Online
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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.


Outsourcing is pursued by the lure for immediate reductions in costs. With this comes a new way of doing things and this introduces risk, which often reduces the savings that were anticipated. The pursuit requires an appreciation for the phasing in of savings, and how you as the project manager have a lot to do with seeing that this happens.

Outsourcing requires a continuous review of success and failure. You must be prepared to assess the situation throughout each step of the process. In this interactive workshop, you'll develop the skills and receive the tools necessary to achieve results. Case studies facilitated by your instructor will give you the practice needed to prepare for the real thing.

Retain outsourced project cost reductions through solid engagement control
Utilize cultural diversity to amplify result delivery
Control known outsource risks
Understand joint and individual project responsibilities
Prepare for outsourced projects - getting your business in order
Appreciate the true value of outsourcing through proper cost and benefit analysis
Manage outsourced engagement involving traditional and agile delivery models
Acknowledge the importance of viability when compared to capability
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run

There aren’t any public sessions currently scheduled for this course, but if you fill out the form below, we can tell you about how we can bring this course to you!

Course Outline

I. Project Component Ownership

Ownership is a broad term that can describe responsibility to construct or work as a contributor. In the end all parties share in the presentation and content of the artifact. This chapter provides a base for understanding what needs to be done, by who and under what level of oversight.

  1. Client Side Components
  2. Outsourcer Provide Components
  3. Joint Components (Collaboratively Constructed & Owned)

II. Project Synchronization - Establishing Balance

Projects are a dance, and while there is the potential for it to reflect an art form, they often are clumsy episodes. Early decisive actions can significantly reduce wasted effort and the resulting effects of the lack of coordination. This section explores the need for having a stable project management model and how this will be melded with the framework of the outsource service provider.

  1. Client Project Management
  2. Merging Your PM with Outsourced PM
  3. Synchronization of Time & Delivery
  4. Defining Delivery

III. Project Metrics

Metrics run the gambit from a simple question/response to elaborate long term accumulations of trend related data. Neither end of this spectrum fits well with the new method of delivering projects. Why is it that a project isn't a project, regardless of where or how it's built? Outsource projects introduce the concept of one framework with duality (or more) participation. Thus the metric's purpose shifts importance from outcome to quality/status measurement. In this chapter you will be introduced to establishing personal and joint goals and how these measures can be applied in a responsible, expeditious fashion.

  1. Establishing Goals
  2. Agreeing Upon Measurement Sources
  3. Measurement Reconciliation and Reporting
  4. Using Metrics to Support PM

IV. Project Communications - Construction/V&V/Delivery Periods

Successful Communications is the key to project life. You may have already experienced communications disconnects that have lead to misunderstanding, confusion, and conflict. Now add to this the dynamics of culture, distance and operational variations and we now have a significant challenge to overcome. In this section we will discuss how to overcome these difficulties, how not to rely solely on technology vehicles to mediate these issues, and why solid outsourcer communications can lead to rich long term rewards beyond the project engagement.

  1. Understanding the Client Role
  2. Define & Convey Expectations (w/Detail)
  3. Ask for What You Want
  4. Focus on "What" not "How" (but be inquisitive)
  5. Jointly Engineered Communication Model
  6. Mistakes in Communications

V. Pre- and Post-Delivery Outsourcer Tasks

We have expectations about delivery components and timeframes that the outsourcer is expected to comply with. Often issues arise in content, form, quality, and timing that results in excessive attention cycles. Each time more time is consumed that has not been planned for. In this chapter we will examine how process, timing, style and understanding play a major role in successful project delivery.

  1. Project Management
  2. Artifact & Component Construction/Qualification/Delivery
  3. Application of Professional Expertise
  4. Insure Client Input Adequacy

VI. Pre- and Post-Delivery Client Tasks

It isn't just about the outsourcer, it's also about us and how well we live up to delivery obligations. What didn't work at home, is amplified once we go outside the walls of our company and rely on a servicer to pick up where we left off. In this section we will look at the things that are expected to do, how they need to be done, and how this changes when others outside our company are involved.

  1. Qualified Specifications
  2. Inquiry & Dialog Availability
  3. Qualification of Received Artifacts & Components
  4. Timely and Complete Feedback

VII. Harmony through Touchbacks

How long do you allow someone to do work without checking-in? Are you the type that checks in too often? Striking a balance will encourage harmony and provide ample opportunities for both the outsourcer and company to be successful. In this chapter we will examine how a mutual balance of progress checking is important. Much the same as in Agile/Scrum, the concept of Sprint period delivery is a model worth examining.

  1. Communication Framework Value
  2. Healthy Boundaries
  3. Coordination of Effort
  4. Real-time Visibility vs. Status Reporting
  5. Asking the Question?

VIII. Recognizing Cultural & Work Differences

What makes the world a fascinating place is diversity. In the context of a project the concept of diversity is met with resistance because project models demand everyone to be in synchronization. How can we take this known condition (cultural diversity) and employ it without creating the potential for project chaos? In this section we will look at how differences require understanding and how to bond processes in such a way as to become one (while still retaining our heritage).

  1. Paradigm Variances
  2. How Much Do You Mandate
  3. Impact on End Results
  4. Utilizing Differences to Enjoy the Project Experience

IX. Managing for Success

Taking an active stand will increase the potential for project success. Leaving things to their own is apt to result in the demise of the initiative. Successful management involves compassion, understanding, and sensitivity to a fluid project culture. Everyone needs to feel a sense of purpose and accomplishment. In this final chapter we examine how to make a cohesive process that allows everyone to share in the result of solid engineering, pragmatic behavior and responsible decision making.

  1. Meeting Client (your) Obligations
  2. Measuring Progress
  3. Maintaining Healthy Communications
  4. Managing Delivery & Implementation
Who should attend

This project management training course is valuable for anyone who needs to accurately understand and manage the role of diverse, remote, cross-cultural teams. Also perfect for anyone working on outsourced projects. This project management training course provides valuable assets for:

  • Management Responsible for Outsourced Engagements
  • Project Managers
  • Project Quality Managers
  • Testers
  • Information Technology Auditors
  • Business Analysts (BAs)
  • IT Managers/Directors
  • Operations Managers/Directors

Although it is not mandatory, students who have completed the self-paced Project Management 101 - The Fundamentals of Project Management eLearning course have found it very helpful when completing this course.


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