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Showing posts with label Action items. Show all posts
Showing posts with label Action items. Show all posts

Wednesday, August 7, 2019

Coordination with External Teams – Why Regular Meetings Matter

Sometimes, when I review the posts I write, I wonder—why even bother documenting something so obvious? Surely everyone already knows this, right? But then real-world experience kicks in. Time and again, I come across situations where professionals, even experienced ones, fall into issues that were already covered in one of these posts. That’s when I realize the importance of capturing even the seemingly obvious practices.

The goal of this post isn’t to restate the basics but to help individuals reflect on their processes. If you're doing something better than what’s mentioned here, I would genuinely appreciate it if you shared it in the comments. These insights help all of us grow.


📌 The Reality of External Coordination

For any team—especially those working on product development—it is inevitable that you will need to work with external parties. These could be:

  • Internal teams within your organization that depend on your deliverables or supply essential components.

  • External vendors or partners—third-party developers, marketing agencies, manufacturers, etc.

Let me give you an example. Our marketing team once struck a deal with a phone manufacturer to preload our app on their devices. At first glance, this seemed straightforward—just give them the APK and you’re done. But the reality? Far more complex.

We had to integrate special tracking parameters to monitor usage statistics:

  • How often the app was used if preloaded

  • How it compared to installs from other sources

This required not just technical changes, but intense coordination. And it’s one of the many examples where assuming things will “just work” can lead to missed deadlines or poorly tracked deliverables.


🛠️ Challenges in Cross-Organization Coordination

When you're dealing with external teams, one big mistake is assuming their work culture and structure mirrors yours. This assumption can be costly.

You need to:

  • Clarify deliverables

  • Map roles and responsibilities

  • Track timelines accurately

  • Define escalation paths

Communication gaps, time zone issues, different management styles—these can all derail a project if not actively managed.


✅ Best Practices for Effective External Coordination

Here are some core practices to adopt when managing collaborations with teams outside your organization:

1. Define Clear Responsibilities

Start by identifying stakeholders on both sides:

  • Who owns which part of the work?

  • Who is the decision-maker?

  • Who handles testing, approvals, or rollbacks?

Have a contact matrix or ownership chart. Ensure it's documented and shared.

2. Establish Clear Communication Channels

Create dedicated channels for formal communication:

  • Email threads with clear subject lines

  • Slack or Teams channels for informal queries

  • Project management tools (like Jira or Trello) to track progress

Avoid mixing multiple discussions in a single thread—it leads to confusion.

3. Set Regular Meetings

Regular sync-ups are crucial. These meetings help:

  • Resolve roadblocks early

  • Ensure accountability

  • Track action items and outcomes

Depending on the project phase, these could be:

  • Weekly status meetings

  • Daily standups (during integration or release phase)

  • Ad hoc calls for urgent issues

4. Phase-Wise Role Adaptation

In the early stages, marketing, legal, and business development people might be heavily involved. As you transition into development, QA and release engineers take over. Ensure that:

  • The right people are in meetings

  • Transitions are smooth

5. Track Deliverables and Dependencies

Have a shared tracker (Excel, Notion, Jira, etc.) that both teams update. Include:

  • Milestones

  • Deadlines

  • Blockers

  • Review comments

Maintain visibility. Transparency prevents finger-pointing.

6. Issue Management and Escalations

Not all issues can be resolved at the same level. Define:

  • What constitutes a blocker

  • Who gets informed

  • Expected resolution times

Escalation should be a process, not a panic button.

7. Define Acceptance Criteria Early

To avoid disputes, both parties must agree on what “done” means. Define:

  • Functionality expectations

  • Performance benchmarks

  • Test coverage

  • User acceptance testing (UAT) criteria


💡 Tailor Your Process, But Keep the Structure

While the steps above are generic, the application of each depends on:

  • Team maturity

  • Nature of the partnership

  • Project complexity

A lightweight integration project with an external CMS vendor may not need a full-blown steering committee. But a core integration with a payments processor? That absolutely needs structured touchpoints.

Create templates for:

  • Kickoff checklists

  • Weekly status updates

  • Risk registers

  • Communication protocols

These documents become lifesavers during escalations.


🚫 What Happens When You Don’t Coordinate?

Let’s revisit the pre-installation app example. Suppose we had:

  • Skipped UAT

  • Failed to add tracking parameters

  • Assumed marketing had done the heavy lifting

The result? A product on millions of devices with:

  • No user insights

  • No uninstall metrics

  • No feature usage stats

In a data-driven world, this is a disaster. And entirely avoidable.


📝 Wrap-Up: Coordination Is Not Optional

Working with external teams—be they partners, clients, or vendors—is inevitable. How you manage that collaboration defines whether your project succeeds or drags into chaos.

So don’t assume. Don’t delay. Build coordination into the DNA of your process:

  • Communicate clearly

  • Document rigorously

  • Meet regularly

When done well, coordination becomes invisible—just like the best-run projects.


📚 Amazon Books for Further Reading


🎥 YouTube Video on Cross-Team Coordination


Challenges of Working With an External Design Team





Wednesday, May 27, 2015

Letting participants of meetings get quick meeting notes right away

The concept of meeting notes is a much debated concept, with people having their own concepts of the timing, method and tracking of meeting notes. There are dedicated software for tracking and generating meeting notes, with one of the software being from Microsoft, which integrates well with Microsoft Outlook. And there are mobile and web based software solutions that increase the device range. One thing is for sure, if meeting notes are not available, one is condemned to have more meetings, as well as start losing people from these meetings (many would consider non-sending of such notes as an unprofessional practise and could also highlight this issue when they decline the invitation for a meeting).
So what is the practice that I have learnt works the best ? Now, this one may not be directly possible, and it depends on the people invited to the meeting; but it worked across many different sets of people, with varying work profiles.
Most people, after having attended a meeting where one or more issue has been discussed would have the issue fresh in their mind. It is also possible that even though during the discussion, people may not have proposed a solution, by the time that the meeting disperses and they go back to their offices, the solution or proposed paths to the solution would be coming to them. At such a time, if they are able to see an email which has the meeting notes along with the issue under discussion and action items, they will be able to quickly reply back.
How does this happen though ? Sending meeting notes almost at the same time as the meeting ends ? Well, for the person taking the meeting notes, it requires them to very attentive and taking down all the meaningful points of the discussion that is happening (but not required to record everything and anything - the idea is that meaningful points need to be covered, decisions notes, and action items recorded along with the person responsible for the action item and a end date by which the action item needs to be completed).
If this kind of note taking is happening, and the person taking down the notes has knowledge of the items being discussed, this kind of detail of the meeting can be put down fairly as and when the meeting is progressing, and where there is a decision that has been taken or an action item that has been put forward, it is fairly fine to actually get a clarification if there is any doubt. Once this kind of level of detail is happening, it takes very little time after the meeting to actually refine the meeting notes, add some presentation to the entire notes (in terms of bullet points, action items and due dates) and send this out.
What happens if this kind of note taking and confirmation is not possible just after the meeting (there may be another meeting happening or the matter may be very detailed and it would take time to get a precise detail), but it is still important to ensure that people remember stuff, a rough notes can be sent out while mentioning that these are rough notes and final notes will be sent out later. However, people should know / understand why it is not possible to send out the final version of the notes right now.


Tuesday, August 27, 2013

Keeping track of commitments made by team members for the future - tracking of issues

One of the minor issues that threaten to become major issues during tight projects is about tracking of issues, or in the case of this post, more about tracking the work that other people were expected to do. Consider the case where there was a meeting on a critical issue (and during a tight software development cycle, there can be many such meetings to resolve many such critical issues - during a tough cycle, even a small delay in a feature can become critical since the buffer to accept and incorporate such delays is no longer present in the schedule). So, you had a meeting a couple of weeks back, where there were some action items on various team members which would have helped in resolution of the issue. You are the Program Manager or the Project Manager of the team, and handling such tracking typically falls on your head.
Since there were a number of such issues, somehow the expected progress on the critical issues did not happen, and as it turned out, the people who were expected to provide some updates, or if you consider a specific example, the workflow designer was to provide a new updated specification for a feature or a part of a feature. You were so busy that communication with the designer to remind him or her about this delivery did not happen (which was a mistake, but can happen unless you are designed with a highly organized mind). Suddenly somebody remembers, and then it falls on your head about why the designer did not provide an update; that you did not send the reminder. It is almost like it is not the problem of the designer anymore, but your problem.
Such kind of situations are very uncomfortable to be in, so you need to ensure that you avoid being in such situations as far as possible. It is not very difficult to organize your work in such a way that you stay out of these situations. Just a few tips are enough:
- Keep a minute of the meetings including the action items and send them out to the people present (this must be happening regularly)
- Add these action items in some sort of tool that will send you a reminder (having a tool that sends an automated reminder to another team member will probably not work when the entire schedule is tight)
- Every day, either at the beginning of the day, or at the end of the day, review all these items and ensure that you are updating these items. In some cases, the need for the action item would have vanished because of some other changes, and you should remove these items; or the need for the item would have got delayed
- Be sure that your team members already know that you will be doing this process and they will get reminders; in many cases, team members don't like to get such reminders, and they would already have noted the action item directly and will send an update by the desired time. However, if you were to explicitly ask them to do the same, they might not (the wonders of the human nature are incredible).


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