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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





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