IM Checklist Volume 9 Outsourcing

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IM Checklist Volume 9 Outsourcing by Mind Map: IM Checklist Volume 9 Outsourcing

1. Checklist 1: Needs Assessment Checklist

1.1. 1 Determine what the end-goals of your project are and the different objectives you would like to complete

1.2. 2 Determine the various tasks that need to be fulfilled for achieving said goals or objectives

1.3. 3 Divide each task into different categories that pertain to the field or industry that the task is related to

1.4. 4 Focus on each task individually and decide whether or not you will need to outsource work

1.5. 5 Decide the skills you require from a particular outsourcer or freelancer

1.6. 6 Determine the experience you will expect from the freelancer or outsourcer

1.7. 7 Discuss and establish a prospective time-frame with the freelancer and set

1.8. milestones to better track progress

1.9. While there can be a general understanding of how one is to assess needs for a particular project, every field has different requirements, and so it is pertinent to understand how to conduct a needs assessment for outsourcers from various fields.

1.10. Programmers

1.10.1. 1 Establish the exact details of your task and understand what skills the task will require

1.10.2. 2 Determine the level of expertise you need from your programmer regarding skills, experience, and dexterity

1.10.3. 3 Figure out your budget for the particular task

1.10.4. 4 Establish the terms and conditions of the project with your programmer so that chances of miscommunication are eliminated

1.10.5. 5 Inform the programmer of what needs to be programmed and the different features or requirements of the program he is tasked with developing

1.10.6. 6 Ask the programmer if he has the skills and expertise required to execute the project effectively

1.10.7. 7 Offer the job

1.11. Designers

1.11.1. 1 Establish the exact details of your task and understand what skills the task will require

1.11.2. 2 Determine the level of expertise you require from your designer concerning skills, experience, and dexterity

1.11.3. 3 Figure out your budget for the particular task

1.11.4. 4 Establish the terms and conditions of the project with your designer so that chances of miscommunication are eliminated

1.11.5. 5 Inform the designer of what needs to be programmed and the different features or requirements of the design he is tasked with developing

1.11.6. 6 Ask the designer if he has the skills and expertise required to execute the project effectively

1.11.7. 7 Offer the job

1.12. Content Writers

1.12.1. 1 Establish the exact details of your task and understand what skills the task will require

1.12.2. 2 Determine the level of expertise you require from your writer regarding skills, experience, and dexterity

1.12.3. 3 Figure out your budget for the particular task

1.12.4. 4 Establish the terms and conditions of the project with your writer so that chances of miscommunication are eliminated

1.12.5. 5 Inform the writer of what needs to be written and the different features or requirements of the design he is tasked with developing

1.12.6. 6 Ask the writer if he has the skills and expertise required to execute the project effectively

1.12.7. 7 Offer the job

2. Checklist 2: Hiring Outsources

2.1. This list covers the different websites, outlets, or platforms on which you can outsource different types of tasks to individuals who are skilled and experienced. Freelancers now offer to do a variety of tasks, such as content development, research, design, virtual assistantship, programming, and website development. Here is a list of the different websites that you can use for such tasks

2.1.1. 1 Fiverr

2.1.1.1. Programming, Web Development, and Content Writing.

2.1.2. 2 Freelancer

2.1.2.1. Programming and Content Writing.

2.1.3. 3 Upwork

2.1.3.1. Web development and programming; Upwork is dealing for PHP, HTML, and CSS Styling tasks.

2.1.4. 4 Skillshare

2.1.4.1. Skillshare is fantastic for people who want to create educational and learning videos online; it provides several courses that can display the portfolio of a particular freelancer who can then be used.

2.1.5. 5 Craigslist

2.1.5.1. One shoe fits all; Craigslist is primarily an online platform where anyone can post for a job, and anyone can apply for a said job; it is essentially a marketplace for the buying and selling of services.

2.1.6. 6 Toptal

2.1.6.1. Toptal is ideal for finding seasoned, experienced freelancers. It is a freelance website for premium services; freelancers have to pass their screening process and are then presented to a wide range of high-profile employers.

2.1.7. 7 GetACoder

2.1.7.1. Content writing, web development, programming and other small-scale projects.

2.1.8. 8 Demand Media

2.1.8.1. Creative tasks such as designing, film-making, production and photography.

3. Checklist 3: How To Find The Right Person For Your Team

3.1. 1 Find out what the requirements of your team are, such as the skills and experience you are looking for

3.2. 2 Brainstorm who the ideal candidate would be like regarding their personality, motivations, and approach

3.3. 3 Prioritize what you require from potential candidates

3.4. 4 Prepare a job listing that includes job descriptions, requirements, and the selection process

3.5. 5 Make sure the listing attracts the type of people you want by posting it on the right platforms

3.6. 6 Communicate your requirements to potential candidates by telling them what the team will need from them concerning skills and performance

3.7. 7 Invite a broad pool of applicants by diversifying your shortlist

3.8. 8 Devise a comprehensive assessment process that accurately captures the characteristics you want to judge

3.9. 9 Be open to unique/different candidates by being flexible with your requirements

3.10. 10 Ask each candidate what their goals, aspirations, and motivations are

3.11. 11 Make sure that the candidate is not just promising, but also an excellent addition to your team

3.12. 12 Make candidates comfortable enough for them to express themselves by talking to them in an engaging manner

3.13. 13 Communicate your requirements to the candidate and ask them why they think they are a good fit

3.14. 14 Pay attention to previous experience, but don't let that define your decision; use prior expertise only to understand the candidate

3.15. 15 Make sure you communicate the decision time to your candidates so that they are prepared to wait

3.16. 16 Don't base your judgement on one mistake or one part of the assessment process, understand that it may be more difficult for candidates to perform in high-pressure situations

3.17. 17 Give yourself and the team time to decide, think over each candidate and carefully review their application and performance

3.18. 18 Take the opinion of everyone on your team by asking them what they did and did not like about each candidate

3.19. 19 Don’t forget to contact referees and conduct background checks

3.20. 20 Thoroughly discuss job responsibilities, do’s and don’ts, and wages

3.21. 21 Communicate your decision to each candidate, be kind with the ones you have rejected and provided feedback

4. Checklist 4: Outsourcing On Freelancer

4.1. 1 Determine what you need a freelancer for, that is, figure out the exact job you would like your freelancer to do

4.2. 2 Open www.freelancer.com on your browser

4.3. 3 Add in your personal and make a deposit

4.4. 4 Finish your registration

4.5. 5 Confirm the registration by clicking on the link sent in your confirmation email

4.6. 6 Browse through the website to understand prices

4.7. 7 Figure out what your price range is by looking at what other employers have paid for similar projects

4.8. 8 Determine the level of experience you want from your freelancer

4.9. 9 Decide how much time you can give the freelancer to complete the project

4.10. 10 Prepare a project brief that includes requirements and demand

4.11. 11 Click on ‘post a project’ on the homepage of your account

4.12. 12 Choose a name for the project

4.13. 13 Add the project brief in the description

4.14. 14 Upload any related files such as sample work

4.15. 15 Determine what skills your prospective freelancer must have

4.16. 16 Decide how you would like to outsource your project, you can either post a project or start a contest

4.17. 17 Decide how you want to pay for the project, you can choose to pay a fixed price or pay by the hour

4.18. 18 Establish your estimated budget

4.19. 19 Decide whether you want additional help from the website

4.20. 20 Post the project

4.21. 21 Wait patiently for bids

4.22. 22 Carefully review each proposal to understand which freelancer fits with the requirements of your project

4.23. 23 Review the profile of the freelancer, browse through reviews by other people and through the portfolio of each freelancer to understand the kind of work they offer

4.24. 24 Communicate with the freelancer on chat to understand more of how they intend to work on your project

4.25. 25 Make sure they are not scammers by reviewing what other people have said on their profile

4.26. 26 Offer them the project by sending them a bid; you will have to make sure you are willing to pay the price they have bid

4.27. 27 Set milestones with the freelancer so you know when you will get your work

4.28. 28 Give your freelancer constructive feedback to improve the quality of their work

4.29. 29 After the project is complete, give them an honest yet positive and helpful review

4.30. Checklist 6: Outsourcing On Onlinejobs.php

4.30.1. Determine who you need and why you need them, that is, figure out the exact job you would like your hire to do

4.30.1.1. 1 Click on ‘Post a Job’ on the top right of the page

4.30.1.2. 2 Enter your name, email address, and password

4.30.1.3. 3 Agree to the terms and conditions and click on ‘Register’

4.30.1.4. 4 add a title to your project, try to make sure that this title is as inviting and informative as possible, so that prospective freelancers are attracted to your posting

4.30.1.5. 5 Describe the work that you want to be done in the next section; make sure that the description covers all the information you would want your hired freelancer to know so that there is no miscommunication

4.30.1.6. 6 Also, mention the type of work you want to be done, that is, mention the particular industry or theme of freelance work that your project fits in

4.30.1.7. 7 Go through the website to understand the paying your project demands and consider your budget for the particular project

4.30.1.8. 8 Indicate the wages or salary of your project, do not forget to mention the currency you will pay in

4.30.1.9. 9 Determine what type of hire you want that is, whether you want to hire a freelancer, a part-time worker, or a full-time worker

4.30.1.10. 10 Select an ID Proof Score; this is a score that each member on the website is given and determines their reliability and work-quality, remember that the higher your score, the lesser the chances of you getting applications

4.30.1.11. 11 Decide what skills are required for your job, make sure that you select a wide range of skills so that different people are attracted to your job

4.30.1.12. 12 Add the email address you want potential employees to contact you on and also mention the name of the contact if you are posting the project on behalf of your boss, make sure that the name of your boss is in the contact name

4.30.1.13. 13 Click on ‘Submit Job for Approval’

4.30.1.14. 14 Your post will be moderated in 48 hours, that is, the website will decide whether or not your post can be uploaded to their platform

4.30.1.15. 15 After it approves your post, wait patiently for applications and review each application carefully

4.30.1.16. 16 Communicate the terms and conditions to your preferred individual and ask them to confirm that they agree to all terms and conditions

4.30.1.17. 17 Offer the project to them and get to work!

5. Checklist 5: Outsourcing On Upwork

5.1. 1 Determine what you need a freelancer for, that is, figure out the exact job you would like your freelancer to do

5.2. 2 Open www.upwork.com on your browser

5.3. 3 Click on the ‘Post a Job’ link on the top right of the page

5.4. 4 Enter your first and last name and your work email address

5.5. 5 Enter a password for your account; make sure that your password is strong because you will need to add funds to your upwork account

5.6. 6 Click on, “Hire for a Project” and then click on “Next”

5.7. 7 Fill in details about how many employees your company has

5.8. 8 Also, add features about which department you work in and mention what your role in the company is

5.9. 9 Click on, ‘Start Hiring’

5.10. 10 Mention the type of work you want to be done; this means you need to mention the general title of the type of work you want the freelancer to do, e.g. Full Stack Web Development

5.11. 11 Also, add a title to your project, try to make sure that this title is as inviting and informative as possible, so that prospective freelancers are attracted to your posting

5.12. 12 Then click on, ‘Continue to Job Post’

5.13. 13 You must then add the specific skills that you would like your freelancer to have

5.14. 14 Make sure that you select a wide range of essential skills so that different freelancers are attracted to your project

5.15. 15 Describe the work that you want to be done in the next page; make sure that the description covers all the information you would want your hired freelancer to know so that there is no miscommunication

5.16. 16 Also, add specifics about the requirements of your project and make sure that they know what quality of work you expect from them

5.17. 17 Add attachments if you have any

5.18. 18 Mention how you will pay that is, whether you want to pay by the hour or a fixed price

5.19. 19 Depending on the complexity of the project, the experience level you want from your freelancer

5.20. 20 Add information about time-commitments and the duration of the entire project

5.21. 21 Add screening questions, that is, questions you would like potential freelancers to answer before applying or ask them to submit a cover letter

5.22. 22 Preview the application

5.23. 23 Post the job

5.24. 24 Wait patiently for bids and carefully review each bid before making your decision

5.25. 25 Review terms and conditions with your freelancer before offering them the job

5.26. 26 Offer the job to your preferred freelancer!

6. Checklist 7: Staff Time Control

6.1. 1 Open www.timedoctor.com on your web browser

6.2. 2 Click on, ‘Invite my team’ on the homepage

6.3. 3 Enter your name, company email, and password on the next page

6.4. 4 Add your credit card details so you can pay Time Doctor for the services that you use

6.5. 5 Choose any accounts that you would like to integrate Time Doctor with, such as Basecamp and Google Apps

6.6. 6 Enable or disable the various features of Time Doctor according to your preferences, such as screenshots, work schedules, payroll, website tracking, project tasks, clients, and API

6.7. 7 Invite different users and ask them to download the Time Doctor Desktop Application

6.8. 8 Establish your requirements for each employee by including different requirements for project milestones, reports, time brackets, time durations, and break timings

6.9. 9 Add or subtract the time required from each employee by clicking on the ‘Edit Time’ link on the left side of the homepage

6.10. 10 Develop reports including Timesheets, Timeline, Time Use, and effective Time usage through the Reports section on the left of the homepage

6.11. 11 Determine payment schedules, make payments, request payments, and view payment history through the payments section on the left side of the homepage

6.12. 12 Add time and time requirements for each employee through the ‘Add time' icon on the top right of the homepage

6.13. 13 Establish conversations and message individual employees through the messaging feature, do this by clicking on the message icon on the bottom right of the homepage

6.14. 14 Use the homepage to control staff time on a daily basis

6.15. 15 View the timeline for each staff member regarding the time that they worked in, the work that they completed during their working hours, and the breaks that they took

6.16. 16 Communicate all time-related messages to employees through the website and monitor their progress to help them use their time more effectively and become more productive

6.17. 17 Review periodic statements that analyze the overall time usage of each employee through the reports that Time Doctor prepares

7. Checklist 8: Paying Your Staff

7.1. Paying your staff can be a confusing task, especially if the staff you have is a mix of freelance workers, full-time workers, part-time workers, and remote staff. Here is a checklist for the different types of ways you can pay your staff.

7.1.1. Through Bank Transfers

7.1.1.1. 1 Contact your respective bank to ask them how you can make a Payroll account and then follow their instructions to create a payroll account

7.1.1.2. 2 Link the accounts of each employee to your payroll account and determine their payment amount and schedule

7.1.1.3. 3 Deposit the payment directly into the account of each employee using the company Payroll account

7.1.1.4. 4 Make sure to deduct any fines or add any bonuses to the direct deposit, since the deposit is manual and not automatic; you will not have to worry about transferring less of more money to each employee

7.1.2. Through Payoneer

7.1.2.1. 1 Create an account on Payoneer through clicking on the ‘sign up’ link

7.1.2.2. 2 Add the details of your company by entering its legal name, type of business, the name of contact person, and email details

7.1.2.3. 3 Enter your business address and phone number

7.1.2.4. 4 Create your account by entering a username, password, and security question for your account

7.1.2.5. 5 Add your identification number for verification purposes

7.1.2.6. 6 Go to the ‘Mass Payout’ admin area and retrieve a signup link for your payees

7.1.2.7. 7 Send the signup link to all your payees and ask them to follow the details to register an account on the website

7.1.2.8. 8 Fund your Payoneer account by sending the required amount to your Payoneer bank account through instructions on the website

7.1.2.9. 9 Select the users who need to get paid through the mass payout admin area and select the amount that you need to pay them

7.1.2.10. 10 Click on ‘pay’ on the bottom of the webpage and the money will be transferred to the Payoneer account of your payees

7.1.2.11. 11 Ask payees to link their bank account to their Payoneer account through instructions on the website so that they can withdraw money from their Payoneer account to their local bank account

7.1.2.12. 12 Ask payees to alternatively order a Payoneer MasterCard that they can use to make transactions online or withdraw money from ATMs

7.1.3. Through PayPal

7.1.3.1. 1 Visit www.paypal.com and create an account by following instructions on the page

7.1.3.2. 2 Link your account with the company bank account or your business account for ease of transfer; do this by clicking on ‘Wallet' on the top right of the page, then clicking on ‘Link a Bank Account'

7.1.3.3. 3 Ask your employees to do the same and to provide you with their PayPal ID

7.1.3.4. 4 Pay your employees by clicking on ‘Make a Payment' selecting a beneficiary, selecting the amount, the payment method, and the date of the payment

7.1.3.5. 5 Alternatively, set up a merchant account and sign up for the Mass PayOut service by calling PayPal on 1-888-221-1161

7.1.3.6. 6 Once the Mass PayOut service is activated, input information about the regular payment time, amount, and beneficiaries and let PayPal do the rest of the work

8. Checklist 9: Managing Access And Passwords

8.1. Managing Passwords

8.1.1. Browsers

8.1.1.1. 1 Create a new account on a website or forum and enter your password, then continue onto the next stage of registration

8.1.1.2. 2 You will see that Chrome, Safari, Firefox or Internet Explorer will ask you whether you want to save your password on the browser, click on ‘Yes'

8.1.1.3. 3 Click on ‘view' on the top left to view, edit, delete or add your saved passwords

8.1.2. Password Holders

8.1.2.1. 1 Download a password holder from the app store of your phone or initiate an inbuilt password holder

8.1.2.2. 2 Create a password for the password holder and note it down on a piece of paper or a diary

8.1.2.3. 3 Add passwords to the password holder, be careful to add the right passwords to each account

8.1.3. Manually

8.1.3.1. 1 Designate a diary or a piece of paper solely for passwords

8.1.3.2. 2 Every time you create a new account with a password, a note said password down into that diary of a piece of paper

8.2. Google Drive Access

8.2.1. 1 Go to www.google.com/drive

8.2.2. 2 Click on ‘go to google drive'

8.2.3. 3 Link the google drive to your Google account by following the instructions on the web page

8.2.4. 4 Once the google drive is made, click on ‘new’ to the top left of your homepage

8.2.5. 5 Determine which type of file you would like to upload that is, whether it is a document, a folder or something else

8.2.6. 6 Upload the item by clicking on ‘upload'

8.2.7. 7 Click on the item once it is uploaded and then click on the top right of the page

8.2.8. 8 Click on share and then determine access rights for each email address

8.3. WordPress Access

8.3.1. Plugin

8.3.1.1. 1 Download the WordPress Access Control Plug-In

8.3.1.2. 2 Sign in to your WordPress account/website through the downloaded plug-in

8.3.1.3. 3 Determine access rights for each page and site by adding or removing the access of members from each page

8.3.1.4. 4 If you would like to have members-only pages, click on the top left of your plug-in on any page and choose ‘members only'

8.3.2. Website

8.3.2.1. 1 Click on ‘People’ and then ‘Add’ in your My Sites menu on the homepage of your account

8.3.2.2. 2 Type the WordPress username of the person or their email address

8.3.2.3. 3 Select their role, i.e. the privileges or access rights that they will be granted once they accept your invitation to become a member of your website

9. Checklist 10: Team Manager Tasks

9.1. 1 Inform the team that you are the team manager and let them know the different tasks and responsibilities that you will be handling

9.2. 2 Get to know each employee or team member individually and understand their goals, aspirations, attitude, and personality

9.3. 3 Inform the team as a whole of your expectations and goals from the team

9.4. 4 Establish specific procedures and ground rules for working in the team including ethical guidelines, work-related policies, and rules about inter-team interaction

9.5. 5 Tell the team that you will consciously be working towards increasing teamwork and utilizing the collective potential of the team

9.6. 6 Prepare trial/mock/entertaining ways to enhance teamwork regarding trust, understanding, and aggregate growth

9.7. 7 Establish that the team will prioritize teamwork

9.8. 8 Keep an eye on every individual employee and conduct periodic reviews, establish personal relationships, and keep an eye on the performance of every individual

9.9. 9 Develop mechanisms that facilitate the development of trust and understanding with the team, so that collaboration and the like become easier tasks

9.10. 10 Focus on making sure that no member of the team feels left out

9.11. 11 An attempt, through official and unofficial means, to make sure that each team member is well-integrated into the team and does not feel left out or discouraged member is well-integrated into the team and does not feel left out or discouraged

9.12. 12 Make sure to eliminate any signs of politics within the workplace and work to foster collective brotherhood within the entire team

9.13. 13 Conduct periodic reviews to understand your performance and work to improve performance in light of the requirements of the team and the job

10. Checklist 11: Team Training

10.1. 1 Introduce yourself to the team and inform them of the proceedings of the team training process

10.2. 2 Develop a defined schedule and establish that all the work related to team training will operate solely from said schedule

10.3. 3 Understand what the requirements of the team are and the goals and objectives of the team training activity as a whole

10.4. 4 Develop team training modules/roles/exercises/processes in a manner that is conducive to reaching the goals and targets that you previously established

10.5. 5 Make sure that team training does not impede ongoing projects or the work that individuals have already done

10.6. 6 Establish specific procedures and ground rules for working in the team including ethical guidelines, work-related policies, and rules about inter-team interaction

10.7. 7 Tell the team that you will consciously be working towards increasing teamwork and utilizing the collective potential of the team

10.8. 8 Prepare trial/mock/entertaining ways to enhance teamwork regarding trust, understanding, and cumulative growth

10.9. 9 Establish that the team will prioritize teamwork

10.10. 10 Keep an eye on every individual employee and conduct periodic reviews, establish personal relationships, and keep an eye on the performance of every individual

10.11. 11 Develop mechanisms that facilitate the development of trust and understanding with the team, so that collaboration and the like become easier tasks

10.12. 12 Focus on making sure that no member of the team feels left out

10.13. 13 An attempt, through official and unofficial means, to make sure that each team member is well-integrated into the team and does not feel left out or discouraged

10.14. 14 Make sure to eliminate any signs of politics within the workplace and work to foster collective brotherhood within the entire team

10.15. 15 Also, ensure that any people who wish to jeopardize the development of the team or your training methods must be confronted

10.16. 16 Conduct periodic reviews to understand your performance and work to improve performance in light of the requirements of the team and the job

10.17. 17 Once you know what you, yourself need to improve on, implement said improvements onto the training module or procedure so that the quality of the training you are providing continually increases.

11. Checklist 12: Contracts And NDAs

11.1. Contracts and Non-Disclosure Agreements are an essential component of any freelancer or outsourcing agreement, especially given how sensitive online work has become and how big of a threat competitors have become. Information is perhaps the most valuable asset in the market today, so it is essential that you safeguard sensitive information about your company and project. Here is what you need to add in a non-disclosure agreement:

11.1.1. 1 Include that any confidential information will not be shared with anyone by the freelancer unless he or she is provided with explicit approval from the employer

11.1.2. 2 Establish that information sharing will only take place between defined and determined members of the employing company

11.1.3. 3 Determine which components of the information cannot be disclosed, make sure that anything that is confidential, and can compromise the security, quality, or competitive nature of the business is included in the bracket of un-disclosable information

11.1.4. 4 Mention that the employee must return all confidential information to the employer upon request

11.1.5. 5 Add that the freelancer will be responsible for any loss accruing from the irresponsible or malicious use of confidential information provided to the freelancer

11.1.6. 6 Determine the rules or laws that govern your agreement, make sure that the agreement is governed with and includes laws that do not jeopardize the integrity of the business or are not in alignment with the laws of the particular region wherein the NDA is being signed.

11.1.7. 7 Ensure that the freelancer fully understands all the terms of the agreement

11.1.8. 8 Make sure that the employee signs on the agreement; if the work is remote, ask the employee to give you a digital signature through DocHub, make sure that there is space for a digital signature on the document

12. Checklist 13: How To Outsource A Digital Product From Start To Finish

12.1. 1 Determine what the requirements of your digital product are regarding the things you need to outsource; this can include budget requirements and the skills required

12.2. 2 Determine the number of outsourcers you will require to complete the project if the project is complicated and time-consuming and you are on a deadline; you may choose to hire more people

12.3. 3 Figure out the amount you are willing to pay per each outsourcer and also determine the deadline you will give to your outsourcers

12.4. 4 Make sure that you factor in the time it will take for you to find an outsourcer

12.5. 5 Also, factor in the time that will be consumed if you need the outsourcer to make edits after the project is complete or if something needs to be changed or tweaked during the project

12.6. 6 Find a suitable website to find your freelancer; make sure that the site you choose has dedicated sections for those who create digital products so that you have access to experienced and skill freelancers

12.7. 7 Prepare a detailed, comprehensive, and inviting description for your project and post the project on the website

12.8. 8 Make sure to add details about deadlines, requirements, work time and milestones

12.9. 9 Once you post the project, wait patiently for bids and spend some time evaluating each bidder to find the ideal candidate

12.10. 10 Once you shortlist the perfect candidate, send them a message or communicate with them otherwise and make sure they understand the terms and conditions of the project including requirements, deadlines, milestones, and pay

12.11. 11 Once the freelancer confirms that he or she understands the specific needs of your project, offer the project to them.

12.12. 12 Once the project is offered, and they accept, set a milestone and ask them to complete a certain amount of work by that milestone

12.13. 13 Do not give them the next milestone before you review their previous work, make sure that all work is edited and ready-for-use before new work is started

12.14. 14 Pay the freelancer on time so that you develop trust in the relationship

13. Checklist 14: Negotiations For Prices And Work Turnaround

13.1. Negotiations for prices and fees as well as work turnarounds from outsourced employees or freelancers can be a confusing task, especially if you are unaware of the negotiation culture of a particular society or if you do not know how to negotiate in general. This checklist takes you through the different things you need to make sure of when negotiating.

13.1.1. For Prices

13.1.1.1. 1 Conduct a comprehensive and careful discern of the entire market or market segment within which you are negotiating a price and determine the average cost/wage that a worker or employee will demand a particular project

13.1.1.2. 2 Carefully your budget and financial constraints, define the lowest you are willing to go and the highest you are willing to pay

13.1.1.3. 3 Consider the bid of the freelancer, employee, or outsourcer carefully to understand whether they are careful, responsible and serious about a particular project

13.1.1.4. 4 Before you begin negotiations, tell them you are serious and inform them or whether or not you are willing to listen to offers that are radically different from yours

13.1.1.5. 5 Negotiate will an explicit valuation or the product, service, or individual in question, so you are closest to developing an ideal price on which you are willing to bid for the said outsourcer

13.1.1.6. 6 Do not become irrational with your dealings or pricing

13.1.2. For Work Turnaround

13.1.2.1. 1 Conduct a comprehensive and careful discern of the entire market or market segment within which you are negotiating a price and determine the average work turnaround\ that a worker or employee will demand a particular project

13.1.2.2. 2 Review your work requirements and the minimum and maximum work turnaround you will need from a potential outsourcer

13.1.2.3. 3 Determine what the skills and experience of the worker or freelancer in question are and make an informed judgement about their capacity to deliver

13.1.2.4. 4 Inform the negotiator in the question of the minimum requirements that you have regarding work turnaround and establish ground rules regarding the negotiation process

13.1.2.5. 5 Make sure to not be extremely rigid in your negotiations and succumb to the demands of the individual on the other end of the requirements that you had regarding the project were allayed.

13.1.2.6. 6 Do not become irrational, angry, or otherwise emotional In your dealings regarding price and work turnaround.

14. Checklist 15: Testing A Potential Outsourcer

14.1. 1 Establish specific procedures and ground rules for working including ethical guidelines, work-related policies, and rules

14.2. 2 Ask the outsourcer what their goals, aspirations, and motivations are

14.3. 3 Inquire about what the terms and conditions, agreements, and processes the outsourcer have operated under previously and determine whether these fit the specific requirements of your project

14.4. 4 Establish what precisely the elements of your project and its work are and ask the outsourcer if he or she is willing to agree with all the demands and requirements of the project

14.5. 5 Also, inform them how you will be testing them, this may be in the form of delaying the initial payment, hiring on a temporary basis or telling them that the initial work would be unpaid

14.6. 6 Ask them to complete certain tasks that accurately test the level of difficulty, responsibility and concentration that your project requires

14.7. 7 Establish a set deadline and other guidelines that will prevent the potential outsourcer to stay on track, understand the requirements of the project, and save valuable time

14.8. 8 Carefully evaluate the performance of the potential outsourcer and view it regarding the requirements that you may have, see it also regarding the pressure of testing

14.9. 9 Determine whether the quality of work provided by the potential outsourcer is worthy of hiring and ensure that multiple inputs are taken

14.10. 10 Make sure that the potential outsourcer did not use a hack or an easy way out to impress you; make sure that the work presented to you is 100 percent authentic.

14.11. 11 Do not base your judgement on a singular task, give the potential outsourcers several other chances to show their work and make sure you decide to depend on a comprehensive understanding of their work

14.12. 12 If you are satisfied even after repeated tests, hire the individual

15. Checklist 16: How To Outsource Your Support Desk

15.1. 1 Determine the different tasks your outsourced help desk will be required to do

15.2. 2 Compartmentalize the various tasks into different sections, so you know the skills and quantity of the outsourced help you will need

15.3. 3 Determine whether or not the outsourcing you need can be computerized or whether you will need people to work on your outsourced helpdesk

15.4. 4 Also, create an understanding of the workload that a regular day will have

15.5. 5 Research on how much work an individual can do on an outsourced helpdesk and what the average pay is, depending on how much work you require

15.6. 6 Also, determine the different types of customers that regularly call on the helpdesk and decide whether or not you need specially designated support staff for particular clients or customers

15.7. 7 Also determine whether, given the type of work that you do and the type of customers that will call on the to-be helpdesk, customers will find their queries answered through the helpdesk

15.8. 8 Determine a budget for the entire project and calculate whether the cost of the helpdesk will be worth the time that is saved

15.9. 9 Find a reliable platform on which to find this outsourced staff, which website you choose will depend on the level of experience, work-load, and budget that defines what you would like your support desk to do

15.10. 10 Determine whether their asking price is in line with your budget and lay down terms and conditions regarding payment and work before making them an offer

15.11. 11 Make them an offer if you are fully satisfied that they are the right people for the job and develop your support-desk in collaboration by integrating their suggests into the outsourced model.

16. Checklist 17 How To Outsource A Software From Start To Finish

16.1. 1 Determine what the requirements of your software are regarding the things you need to outsource; this can include budget requirements and the skills required

16.2. 2 Also, make sure that you understand the number of outsourcers that may be required to complete the project. For projects that require more work or are more difficult to understand and execute, such as complicated software, it may be wise to hire more people

16.3. 3 You will also need to determine an average amount of pay per outsourcer; this will depend on the level of skill required, the amount of work required, and the time constraints

16.4. 4 Determine a deadline by which you will need your freelance outsourcer to submit all the work

16.5. 5 Make sure that this deadline takes into account the time it may take for you to request edits and changes. If you are working for an outsourcer for the first time or even if the outsourcer is an old employee, also factor in some time in case the outsourcer misses deadlines

16.6. 6 Find a suitable website to find your freelancer; make sure that the website you choose has dedicated sections for those who make software so that you have access to experienced and skill freelancers

16.7. 7 Prepare a detailed, comprehensive, and inviting description for your project and post the project on the website

16.8. 8 Make sure to add details about deadlines, requirements, work time and milestones

16.9. 9 Once you post the project, wait patiently for bids and spend some time evaluating each bidder to find the ideal candidate

16.10. 10 You will now need to shortlist a candidate, but before sending them an offer for the project, message them or communicate with them otherwise to ensure that all details about terms and conditions, requirements, deadlines, milestones, and pay are understood, and the outsourcer or outsourcers are on board. This will reduce the chances of any such issues in the future.

16.11. 11 Once the freelancer confirms that he or she understands the specific requirements of your project, offer the project to them

16.12. 12 1. Once the project is offered, and they accept, set a milestone and ask them to complete a certain amount of work by that milestone

16.13. 13 1. When the project begins, make sure that you and the outsourcer are on board regarding the milestones that are set

16.14. 14 Also ensure that you never give the outsourcer a new milestone before the previous is complete and reviewed, this will make the work more coherent and ensure that the quality of work is maintained

16.15. 15 Pay the freelancer on time so that you develop trust in the relationship

17. Checklist 18: Things A VA Can Do

17.1. 1 Management of emails and email filtering

17.2. 2 Setting up and maintaining auto-responders to emails

17.3. 3 Facilitating communication with clients by booking appointments and confirming meeting schedules

17.4. 4 Following up with clients by sending reminders, thank-you messages, and performing other communicative tasks

17.5. 5 Conducting receptionist duties through remote calling

17.6. 6 Manage calendars through an understanding of routine and communication with the employer

17.7. 7 Manage files that are, file management on online platforms such as cloud services and the DropBox

17.8. 8 Conducting personal errands such as buying gifts or house-chores

17.9. 9 Completing hotel and flight bookings on your behalf to save valuable time

17.10. 10 Filter and reply to comments on blogs, social media pages, or other social media handles using a pre-defined template and soon the VA’s own experience

17.11. 11 Manage and update online accounts such as those on social media or work-related professional forums

17.12. 12 Taking down minutes of the meeting by attending all meetings and preparing notes in a coherent and consistent manner

17.13. 13 Conduct trivial work tasks such as publishing on blogs and engage with work-related forums

17.14. 14 Act as a liaison between the employer and other members of the organization through becoming the conduit for communication

17.15. 15 Create daily reports for the employer, other workers at the office and potential clients, including reports on future forecasts, sales, weekly tasks, and deliverables

17.16. 16 Content Writing

17.17. 17 Web development

17.18. 18 Audio and Video editing

17.19. 19 SEO and Digital Marketing

17.20. 20 Web development

17.21. 21 General virtual assistance

18. Checklist 6: Outsourcing On Onlinejobs.php

18.1. Determine who you need and why you need them, that is, figure out the exact job you would like your hire to do

18.1.1. 1 Click on ‘Post a Job’ on the top right of the page

18.1.2. 2 Enter your name, email address, and password

18.1.3. 3 Agree to the terms and conditions and click on ‘Register’

18.1.4. 4 add a title to your project, try to make sure that this title is as inviting and informative as possible, so that prospective freelancers are attracted to your posting

18.1.5. 5 Describe the work that you want to be done in the next section; make sure that the description covers all the information you would want your hired freelancer to know so that there is no miscommunication

18.1.6. 6 Also, mention the type of work you want to be done, that is, mention the particular industry or theme of freelance work that your project fits in

18.1.7. 7 Go through the website to understand the paying your project demands and consider your budget for the particular project

18.1.8. 8 Indicate the wages or salary of your project, do not forget to mention the currency you will pay in

18.1.9. 9 Determine what type of hire you want that is, whether you want to hire a freelancer, a part-time worker, or a full-time worker

18.1.10. 10 Select an ID Proof Score; this is a score that each member on the website is given and determines their reliability and work-quality, remember that the higher your score, the lesser the chances of you getting applications

18.1.11. 11 Decide what skills are required for your job, make sure that you select a wide range of skills so that different people are attracted to your job

18.1.12. 12 Add the email address you want potential employees to contact you on and also mention the name of the contact if you are posting the project on behalf of your boss, make sure that the name of your boss is in the contact name

18.1.13. 13 Click on ‘Submit Job for Approval’

18.1.14. 14 Your post will be moderated in 48 hours, that is, the website will decide whether or not your post can be uploaded to their platform

18.1.15. 15 After it approves your post, wait patiently for applications and review each application carefully

18.1.16. 16 Communicate the terms and conditions to your preferred individual and ask them to confirm that they agree to all terms and conditions

18.1.17. 17 Offer the project to them and get to work!