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Four Things to Decide Before Outsourcing

A one-page checklist for defining purpose, scope, completion criteria, and decision-making before work begins.

August 7, 2026

Before outsourcing begins, four short answers are more useful than a large collection of documents.

1. What should change?

Write the purpose in one sentence. Describe what users should understand, do, or experience differently after the work.

2. What is included?

List the screens, features, and files included in this round, along with what is explicitly out of scope.

3. What counts as complete?

Use observable criteria. A screen may be complete when it works on mobile, can be maintained by the operator, and has the required files delivered.

4. How will decisions be made?

Set the decision owner, reply window, and review method. Several people may provide input, but the final decision path should be clear.

One-page template

  • Purpose: what should change

  • Scope: what is in and out

  • Completion: how the result will be checked

  • Decision: owner and reply method

Keep budget and timing nearby as separate fields so they can be adjusted without changing the purpose.

Conclusion

The page is not meant to add paperwork. It reduces the space for different interpretations. With four answers in place, the kickoff can focus on execution.

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