Four Things to Decide Before Outsourcing
A one-page checklist for defining purpose, scope, completion criteria, and decision-making before work begins.
The purpose sentence is in a note. The scope is in another document. The decision owner is in a chat profile. The three places do not say the same thing. The vendor reads the most recent words as the scope. The most recent words are usually the shortest.
The last three pieces split four questions. What are we trying to change. How far does this round go, and what will it not do. What counts as done. Who speaks, by when. People who hire well gather the four answers on one page, not in a long document. Without one page, there are four places for a different reading.
What should change
The purpose cell holds the verdict sentence. What a visitor must understand, what they must be able to do, or which friction must shrink for this round to end. Pretty cannot enter this cell. If it enters, the page becomes mood again.
If the cell is empty, the other three can be long and still have no center. Scope with no center is a list, and a list calls similar work. People who hire well fill this cell with the shortest sentence. The shorter it is, the more a stranger can say pass.
How far this round goes
The scope cell holds the screens to make and the work not to do, at the same height. If only inclusion is long, the page becomes an invitation again. One exclusion line, and the edge is visible. The edge has to be visible before budget and calendar can be written apart.
Budget and due date are a side line that does not rewrite the four cells. If the side line rewrites the purpose, a cheap total approves an empty scope. People who hire well put money under the four cells. Under them, a number cannot name the work.
What counts as done
The done cell is a sentence someone can observe. The screen opens on a phone, the operator can edit the words, the source and the account have moved. Then it is over. If only launch is written, done is a publication. Publication is not a handover. Without a handover, files get tied to a date later.
If done is a feeling, the other cells on the page are read as feelings too. A feeling’s done postpones review. A postponed review swallows the reply window. A swallowed window gets reported as slow making.
Who speaks, and by when
The decision cell holds the last name, the reply time, the second name for an absence, and the format of pass and revision. Several people may give opinions. The last word is one line. Without that line, the page is an invitation to a meeting. An invitation does not open the next making.
When the four cells are filled, the meeting is closer to execution than to an introduction. The vendor does not have to invent the empty cells. If a cell is empty, write its owner and its date. A cell with no owner is not yet a page that can open the hire.
Good sentences living in separate folders
The purpose sentence is well written. So are the scope, the exclusion, and the decision owner, somewhere. The quote cannot see the three at once. What it sees is the last line of the mail thread. If the last line is “just the home page for now,” the page’s done shrinks to the home page. A shrunk done calls a cheap total. A cheap total hides the missing cells.
People who hire well send the four cells as one mail before they ask for a quote. If it is not one mail, the vendor invents the empty cells. An invented cell later becomes our words. “We thought that was the understanding.” The difference of understanding exists because there was no single page. With one page, the understanding has a sentence that can be fixed.
If the vendor who received the mail sends a question back, that question is the owner of the empty cell. Treat the question as a nuisance, and the empty cell becomes the vendor’s imagination. Imagination that enters the quote becomes scope after the signature. Scope that used to be imagination is the first form of an unnamed change. The portfolio is not open yet. The cells still close from here.
When the four cells disagree
Even gathered on one page, if the cells fight each other, it is not one page yet. The purpose is booking, the scope is a brand film, done is launch, and the decision owner is the team. Four words, four directions. The vendor chooses the direction that is easiest to draw. The chosen direction becomes the name of the quote. The seat of the name should be the purpose, and a film is sitting there.
People who hire well fold the fighting cells toward the purpose. If the film does not help the booking, it steps down from scope. If launch is standing in for handover, they fix the done cell. If the team is the last word, they reduce the name to one. Only after the fold can the page enter a quote. Send it before the fold, and the vendor answers with the most glamorous cell.
Folding is not the work of shrinking the job. It is the work of shrinking the decisions someone would have to invent. The habit the earlier piece named sits here. The cells have to close before a portfolio can be read with the same eye. Open a portfolio while the cells are fighting, and the eye slips into taste. A slipped eye stops at a glamorous first screen.
Open the portfolio holding the page
Once the page exists, the choosing eye changes. In front of a glamorous result, lay the four cells over it. Do the user, the constraint, the exclusion, and the done overlap our page. If they do not, admiration is a reference. If they do, there is a right to ask the next question.
People who hire well do not boast about the page. They use it to read the quiet lines of a portfolio. If a glamorous first screen does not show our problem, that screen is still taste. The scene that separates taste from a fitting job is the next piece.
FAQ
Frequently asked questions
We already have many documents. Why one more page?
If the documents disagree, the vendor reads the shortest recent line as the scope. One page gathers those lines in one place.
What are the four cells?
Purpose, scope and exclusion, done, and the decision owner with a reply window. The questions the last three pieces split, sat on one page.
Where does budget go?
On a side line under the four cells. If budget rewrites the purpose, a cheap total approves an empty scope.
Can done be only the launch?
Launch is publication. Done is a handover only when the operator can edit, and the source and the account have moved.
If a cell is empty, do we delay the meeting?
Write an owner and a date, and it stays a question. A cell with no owner is not yet a page that can open the hire.
Do we send the page to the vendor?
Send it, or you are not looking at the same sentences. Unsent, each side quotes from the sentences in their own folder.
What comes after the page?
Read portfolios with it. See whether a glamorous screen overlaps our four cells.
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