Your Outsourcing Checklist 2

Your Outsourcing Checklist 2

by John Wagner on January 29, 2014

Outsourcing Checklist

Every business is different when it comes to the right time to outsource. Some wait until they are overwhelmed with work and have started making a good profit while others begin outsourcing from the very beginning. Knowing what tasks to outsource, where and how to find someone to do the work and all the other requirements can be daunting.

1-freelance outsourcing

Use this detailed outsourcing checklist to help you along the way.

Step 2: How to Find Outsourcers

There are many ways to find outsourcers.

Referrals from other business owners. Be sure to check the work of anyone you are interested in working with.

Contract on for workers to do a specific job.

Hire on by placing a job listing for workers to bid on.

Find a gig on that fits your needs and hire the worker.


Step 3: Assigning Work

  1. Communicate on what your job needs are, your expectations and the steps included in the job. Use an online project management system, email, skype or any other system that keeps you in contact with your outsourcer.
  2. Use incentives to motivate the outsourcer to focus on the important tasks.
  3. Create process documents and checklists for specific tasks.
  4. Create a written agreement before you work with someone.
  5. Before assigning a full blown job to a new contractor, give them a small project to start with.
  6. Ask for samples and references.

3-communicate for ooutsourcing

 Step 4: Paying for the Work

Set up a system of how and when you will pay for the work your outsourcer does.

Send money through if it is available to them.

Pay through an online job source like, or

Pay with a check if this is their accepted mode of payment.

Determine at what point payment is made.

  • Pay full amount when work is finished after the worker sends you an invoice.
  • Pay half up front, half when job is delivered.
  • Pay weekly escrow payments to a neutral third party


Occasionally you may receive an invoice with unexpected charges. If this happens, try to work with the contractor. Contact them and give them a chance to explain and review the invoice.

Have your freelancer keep track of his work in a time tracker so you can see when tasks are completed.

Step 5: Giving Feedback

Be fair. Treat them the way you would like to be treated.

Be positive. Feedback is useful when it is constructive. Don’t be petty. If something is wrong, though, offer suggestions for correcting.

Be open and communicate frequently.

Give suggestions on things you might like to see done differently.

 Your Outsourcing Checklist Conclusion

Outsourcing can be difficult and a little scary when you first start. But it is worth the effort when you find a good match, treat them with respect and keep working with them. Using this checklist as a guide can help you in the process of working with an outsourcer.

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