Is your company looking to onboard offshore teams to enhance efficiency, access specialized skills, or expand your global presence? Onboarding offshore teams can be a game-changer for businesses, but it requires careful planning and execution to ensure a seamless integration and successful collaboration. Join our informative webinar "Onboarding of Offshore Teams: Tips and Tricks", where industry experts will share valuable insights and practical strategies to help you navigate the challenges and capitalize on the benefits of integrating offshore teams into your organization. During this webinar, we will cover the following key topics: 1. Understanding Offshore Onboarding Dynamics: Explore the unique dynamics involved in onboarding offshore teams. From cultural differences to time zone challenges, gain a comprehensive understanding of the factors that can impact the onboarding process. 2. Creating a Structured Onboarding Program: Learn how to design a structured and tailored onboarding program for your offshore teams. Discover the essential components to include in the onboarding process to ensure a smooth transition and integration. 3. Building Effective Communication Channels: Effective communication is the cornerstone of successful offshore collaboration. We’ll share communication strategies and tools that bridge the geographical distance and foster seamless interactions among your onshore and offshore teams. 4. Cultivating a Global Mindset: Embrace the diversity and strengths that offshore teams bring to your organization. Learn how to foster a global mindset that promotes cultural understanding, respect, and collaboration among team members from different backgrounds. 5. Overcoming Onboarding Challenges: Onboarding offshore teams can present specific challenges such as language barriers, differences in work practices, and varying regulatory requirements. We’ll provide tips and solutions to address these challenges effectively. 6. Setting Clear Expectations and Goals: Aligning expectations and defining clear goals are essential for both onshore and offshore teams. Discover how to establish mutual objectives and metrics that drive accountability and overall team success. 7. Building Trust and Team Cohesion: Trust is the foundation of any successful team. Explore team-building strategies to establish trust and camaraderie among your onshore and offshore team members, fostering a sense of unity and shared purpose. 8. Utilizing Technology for Collaboration: Leverage technology and collaboration tools to facilitate seamless communication, project management, and knowledge sharing among your geographically dispersed teams. Whether you’re just beginning to explore the idea or looking to improve your existing offshore onboarding process, our experts will provide valuable insights to help you maximize the potential of your global workforce.

1. Onboarding of offshore teams:
best practices, tips and tricks
E5
by Helen Lubchak and Roman Sakharov

2. Is your company looking to onboard offshore teams to enhance efficiency, access specialized skills, or expand your global presence? Onboarding offshore teams can be a game-changer for
businesses, but it requires careful planning and execution to ensure a seamless integration and successful collaboration.
Join our informative webinar, "Onboarding of Offshore Teams: Tips and Tricks," where industry experts will share valuable insights and practical strategies to help you navigate the challenges
and capitalize on the benefits of integrating offshore teams into your organization.
During this webinar, we will cover the following key topics:
1. Understanding Offshore Onboarding Dynamics: Explore the unique dynamics involved in onboarding offshore teams. From cultural differences to time zone challenges, gain a
comprehensive understanding of the factors that can impact the onboarding process.
2. Creating a Structured Onboarding Program: Learn how to design a structured and tailored onboarding program for your offshore teams. Discover the essential components to include
in the onboarding process to ensure a smooth transition and integration.
3. Building Effective Communication Channels: Effective communication is the cornerstone of successful offshore collaboration. We'll share communication strategies and tools that
bridge the geographical distance and foster seamless interactions among your onshore and offshore teams.
4. Cultivating a Global Mindset: Embrace the diversity and strengths that offshore teams bring to your organization. Learn how to foster a global mindset that promotes cultural
understanding, respect, and collaboration among team members from different backgrounds.
5. Overcoming Onboarding Challenges: Onboarding offshore teams can present specific challenges such as language barriers, differences in work practices, and varying regulatory
requirements. We'll provide tips and solutions to address these challenges effectively.
6. Setting Clear Expectations and Goals: Aligning expectations and defining clear goals are essential for both onshore and offshore teams. Discover how to establish mutual objectives and
metrics that drive accountability and overall team success.
7. Building Trust and Team Cohesion: Trust is the foundation of any successful team. Explore team-building strategies to establish trust and camaraderie among your onshore and offshore
team members, fostering a sense of unity and shared purpose.
8. Utilizing Technology for Collaboration: Leverage technology and collaboration tools to facilitate seamless communication, project management, and knowledge sharing among your
geographically dispersed teams.
Whether you're just beginning to explore the idea or looking to improve your existing offshore onboarding process, our experts will provide valuable insights to help you maximize the
potential of your global workforce.
Don't miss this opportunity to gain practical tips and tricks for successful offshore team onboarding. Reserve your spot now and join us on 26th September to embark on a journey toward
optimizing your offshore team integration and collaboration.

3. Consulting and Training Company E5
E5 - consulting and training company that brings business processes in the company to international
standards
The E5 portfolio includes more
than 35 clients for whom we
conducted consulting or Agile
transformation and improved
business results
Each consultant of the E5
team is a practising expert
with more
than 15 years of experience
in top IT companies
We conducted more than 230
training which attended 5800
specialists. We organize open
events, webinars on regular
basis and develop Ukrainian IT
community

4. ● Consultant on Agile Transformation and SAFe injection
● Working in software development since 2005, working as
a manager since 2006 in outsourcing, outstaffing and
product companies
● Launched software development office of Swiss
outsource company in Kyiv.
● Organizer of ITKaiZenClub meetings, speaker on multiple
software development and project management
conferences.
Delivery Manager with more than 15 years of experience
improve yourself CONTINUOUSLY
About the consultant
CEO & SAFe Program Consultant @E5
Helen Lubchak
see detailed info on LinkedIn

5. ● Global Business Analysis and Product Management Practice
Co-Head @EPAM
● Business Analysis and Product department head (400+ FTE)
● Delivery Manager, Agilist, Facilitator and Scrum Master
● Multiple conferences speaker
● UA IT Awards – Business Analysis 2014 winner
Certified Business Analysis and Product Management
Professional with 15+ years of experience
improve yourself CONTINUOUSLY
About the consultant
Co-founder, trainer and consultant @E5
Senior Director, Business Analysis @EPAM
Roman Sakharov
see detailed info on LinkedIn

6. Some
of
our
clients

7. Please, share in the chat:
- Your location
- Your role
- Your offshore challenge

8. Our Agenda
1. Offshore Teams – Why
2. Going Offshore – How
1. Conduct Organizational Analysis
2. Organize the process
3. Conclusions
4. Q&A

9. improve yourself CONTINUOUSLY
1. Offshore teams
Why?

10. Why would you consider?
• We are still in the recession
• Tech companies are looking for
cost optimization
• Follow the sun 24/7
• Unique skills (Data, Cloud, AI)
Source:
https://www2.deloitte.com/us/en/pages/operations/articles/shared-services-survey.html

11. Why would you consider?
Source: https://www2.deloitte.com/us/en/pages/operations/articles/shared-services-survey.html

12. improve yourself CONTINUOUSLY
2. Going Offshore
How?

13. Going Offshore - checklist
1. Conduct your Organizational analysis
1. Define Business Objectives
2. Analyze the offshoring scope and countries you’re offshoring to
3. Security, Legal and Administration
4. Identify the Business Model
2. Organize the process
1. Select the Right Offshore Partner/Offshore Manager
2. Launch your offshore team
3. Monitor Progress and Adapt

14. improve yourself CONTINUOUSLY
1. Conduct
Organizational analysis

15. 1.1 Define Business Objectives
Key question: What specific goals or objectives are we trying to achieve through
this offshore team?
Examples
1. Not enough professionals
2. We want to optimize our costs
3. We are entering a new market and need support there

16. 1.2 Define Offshorable work scope and team
1. What tasks or functions will the offshore team handle?
2. What is our budget for the offshore team?
3. How will we recruit and onboard offshore team members?
4. How will we measure the performance and success of the offshore team?
5. What is the long-term strategy for the offshore team?
6. How will we maintain company culture and values with an offshore team?

17. 1.3 Analyze the countries you’re offshoring
Which country or region offers the right talent pool, cost-effectiveness, and cultural
alignment for our needs?
1. Professionals market size (IT/Technology)
2. Salary and rate analysis
3. Key competitors for the talent
4. Major cities
5. Major universities
6. Time zone specifics
7. Culture

18. 1.4 Security, Legal and Administration
1. What legal and regulatory requirements do we need to consider?
2. How will we recruit and onboard offshore team members?
3. What security measures will be in place to protect sensitive data?
4. How will we handle emergencies, disputes, or other unexpected challenges that
may arise?
5. What are the potential risks and benefits associated with opening an offshore
team?
6. Have we consulted with experts or sought advice from companies with
experience in offshore teams?
7. What is the timeline for establishing the offshore team?

19. 1.5 Identify Business Model
1. Partner with a service company - outsource (can be
with an option to move to direct contracts later)
2. Partner with fellow-company
3. Open an office
4. Hire remotely
Source: https://kpmg.com/us/en/articles/2022/future-outsourcing.html

20. 1.5 Identify Business Model
SSC - shared services centers , GBS - Global Shared Services
Source: https://www2.deloitte.com/us/en/pages/operations/articles/shared-services-survey.html

21. improve yourself CONTINUOUSLY
2. Organize the process

22. 2.1 Select the Right Offshore Partner/Offshore Manager
1. Find an international service partner
2. Inside promotion
3. Hire a professional in the country
Source: https://kpmg.com/us/en/articles/2022/future-outsourcing.html

23. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development

24. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development
Team
1. Established Goals of the team
2. Team composition selected and staffed
3. Process/Methodology selected
Admin
1. Paperwork done
2. Access set up
3. Facilities ready
4. Personal hardware provisioned

25. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development
Team
1. Kickstart and introduction meetings
2. Working process definition and set-up (SDLC/SLA)
3. Service/delivery activities kicked off (Sprint 0 / service work)
4. Managerial support for the team

26. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development
Team
1. First working results check (plan vs actual)
2. Adjustment of roles/processes/plans
3. Iron Triangle alignment (scope/budget/schedule)

27. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development
Team
1. Adapt Delivery Roadmap/SLA
2. Team building and results celebration
3. Conflict resolution and team dynamics management

28. Understanding Offshore Onboarding Dynamics
It takes time for team, remember Tuckman's stages of group development.

29. 2.2 Launch your offshore team
1. Pre-boarding: Setting
the Stage
Start
2. Orientation: The First
Days
4. Assimilation: The First
Months
3. Integration: The First
Weeks
5. Evaluation and
Long-Term Development
Team
1. Constant PDCA cycle
2. Strategic growth plans adjustment
3. Long term team development

30. 2.2 Launch your offshore team
Source: https://www2.deloitte.com/us/en/pages/operations/articles/shared-services-survey.html

31. 2.3 Monitor Progress and Adapt
Each 3-6 months (or even more often)
the adaptation process must be taken
and your ways of working, quantitative
and qualitative metrics should be
reviewed.
• Check OKRs and KPIs
• Gather Feedbacks
• Review P&L

32. 3. Conclusions
1. Defining clear objectives for the offshore
team – is critical for success
2. Offshore team will help you scale and
optimize your business
3. Tuckman model and managing of group
dynamic will help you to speed up the
onboarding process
4. Inspect and Adapt principles allow you to
improve team performance

33. Thank you!
Let’s connect.
https://www.linkedin.com/in/romansakharov/
https://www.linkedin.com/in/helenlubchak/
Helen Lubchak Roman Sakharov

34. Book your free consultancy
regarding your offshore team
info@e5.consulting

35. Questions?
info@e5.consulting
www.e5.consulting
E5ConsultingAndTraining
E5
EFive Training