Clear Documentation Equals Better Results From Your IT Project Subcontractors

Many IT project managers find that usingdefects, status)?
subcontractors is an excellent alternative to hiring- Who will be in charge of risk management, and
full-time staffers. IT project managers may choosewhat will that process entail?
to hire independent contractors to assist with one- How will commitments and problems be tracked
project, or bring them on-board on a long-term basis.and resolved?
Either way, using subcontractors gives clients the- When will periodic senior management reviews be
support they need while extending your company'sscheduled?
presence - without your company having to pay forAs with any IT project, there's always a chance that
employee benefits and other perks.project requirements will change. Before that
However, working with subcontractors isn't risk-free.happens, it's a good idea to have a written strategy
That's why the No. 1 rule in this situation is:that details how changes should be submitted and
"Document, document, document." Before youevaluated, who will be involved in decision-making
formally begin a subcontractor engagement, be surerelated to change management, and what process
to thwart misunderstandings and missteps by clearlythose decision-makers will use.
documenting your expectations with both aTo avoid confusion, many IT project managers also
subcontract management plan and a 1099include in their plans a clear definition of when a
independent contractor agreement signed by bothproject will be considered complete. Requirements
you and your contractor.tracing is useful here, as it gives you a methodology
If It Matters to the Project, Put It in Writingfor ensuring that all functional requirements your client
When creating a subcontract management plan, noasked for are actually addressed in the end product.
detail is too trivial. According to project managementYou may also wish to establish a plan for how you'll
expert Karl Wiegers, any plan for working withtransition the resulting IT solution over to the client,
freelance subcontractors should include as muchand how you and your team will support it over the
information as possible about your subcontractor'slong term.
project. For a Subcontract Management PlanSubcontractor Contracts
Template and other resources by Karl Wiegers thatOnce your independent contractor has agreed to
you can adapt for use with your own projects, seeyour plan and is ready to begin work, there's still one
the free downloads at the end of this article.more important detail you need to address: securing
First, Wiegers says, your plan should include a briefhis or her signature on a subcontractor agreement.
overview of the project that your independentThese types of contracts contain specific language
contractor will be involved in, including any concernsto prevent your independent contractor from being
or potential problems that might need to behired away by your client. At the same time, your
addressed.contract can be designed to protect your company's
Then, you'll need to define the human resourcesintellectual property; outline your subcontractor's
components of the project:responsibilities; and help to ensure a healthy,
- Who will be involved?longstanding business relationship with your
- What roles will each person play?subcontractor.
- Who are the primary contacts?Creating a contract from scratch is a costly
- Who are the major decision-makers?proposition, especially if you need to do it every time
- What processes will those decision-makers use toyou outsource work. Many IT project managers
resolve issues related to the project?simply buy standard 1099 independent contractor
Be sure to document the way you expect toagreement form templates. Such form contracts are
communicate with your independent contractor:designed to be customized and can be used
- Will you work primarily by videoconference, phone,repeatedly for a single, low price. Once you adapt
e-mail or in-person?your contract to fit your needs, you may want to
- How often do you want to receive projectpay an attorney to look the agreement over, just to
updates, and how detailed should they be?be sure there's nothing you overlooked.
- Will there be regular technical peer reviews orBy providing your subcontractor with detailed
management status meetings?information about your expectations before a project
- If these interactions will take place long-distance,begins, you can avoid misunderstandings, pave the
how much has been budgeted to pay for them?way for smooth project implementation, and
You might also wish to outline a strategy for projectstrengthen your professional relationship with your
tracking and oversight:contractor. Most importantly, you can avoid many of
- How often do you want your subcontractor tothe project pitfalls that can result in a dissatisfied
update your client company, and how?client.
- How will the project be measured (time, size, cost,