Review the month before offshore work gets bigger.
Use this scorecard after the first few weeks of outsourced work. It checks quality, speed, rework, access, SOP drift, and the next-month scope in one plain review.
This is a planning template, not HR, legal, security, tax, or compliance advice. Keep regulated and owner-only decisions with qualified reviewers.
Quality, speed, rework, access, SOP drift, and next-month scope.
Long enough to see patterns, short enough to fix scope before it spreads.
Add one safer work lane only after the current lane has clean samples.
Score the work that happened, then decide what changes next month.
A monthly review should use real samples. If the same miss keeps showing up, fix the rule before assigning more work.
Run the review from evidence, not memory.
Bring the original scope, a sample of finished work, blocker notes, and the access list. Then make one decision for the next month.
- Pull the agreed role scope, SOP links, access list, first-week notes, and the past month of finished work.
- Sample the work by category: quality, speed, rework, access, SOP drift, and owner-only decisions.
- Write the top three fixes in plain language and assign one owner for each fix before the next month starts.
- Choose what repeats next month, what gets tighter rules, and what should stay paused or owner-reviewed.
- Send a short recap with the score, the next-month scope, and the date for the next access and quality review.
Send a short monthly recap that names the decision.
The recap should tell the provider what repeats, what gets fixed, and what stays with the owner. Short is fine. Clear is better.
- Monthly recap: "This month, [work lane] produced [count/output]. Keep [what worked]. Fix [top issue]. Hold [owner-only decision] with [owner]."
- SOP fix: "The same miss appeared in [sample count]. Add [example/rule] to the SOP before the next batch. Review again on [date]."
- Scope decision: "Next month, repeat [safe lane], tighten [rule/access/example], and do not add [higher-risk work] until we have another clean review."
Use the monthly review with the handoff and access checklists.
If the scorecard finds the same problem twice, go back to the handoff, SOP, or access plan before adding work.
Offshore SLA review worksheet
Compare the month's records with the written measure, exceptions, owner, and escalation rule behind each service target.
Open resourceOffshore first-week review template
Use the first-week check before this monthly scorecard so early access, quality, and blocker notes are not lost.
Open resourceProvider onboarding packet
Go back to the original scope, access rules, and review owners before changing the monthly plan.
Open resourceSOP readiness checker
Check whether repeated rework is really an SOP problem before adding more tasks.
Open resourceOffshore access handoff checklist
Review named accounts, MFA, permission levels, exports, and offboarding before access expands.
Open resourceThe scorecard stays conservative on purpose.
These references support the access, ownership, and management checks. The page does not promise savings, productivity, or provider quality.
- NIST Small Business Cybersecurity CornerAccess reviews matter when outside workers use company tools or customer data.
- Atlassian Team Playbook, Roles and responsibilitiesClear roles reduce repeated handoff misses and unclear ownership.
- SBA, Hire and manage employeesUse clear management routines before expanding work or changing responsibility.
Send the role, the samples, and the monthly scorecard notes.
OutsourcedU can help spot where the scope is too broad, where the SOP needs examples, and which decisions should stay with the owner.
Ready to plan your first offshore role?
Use OutsourcedU to write the role, SOPs, onboarding steps, and weekly review before you hire more people.