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Working with Offshore Test Teams

This 2-day training course focuses on developing many of the “soft” skills needed to lead and manage offshore teams. In this class, you will learn how to best prepare yourself for leading and managing offshore teams to maximize test productivity, while minimizing quality risks and stress.


The course is directed towards developing a strategic approach to distributed test project management, effective communication, bug-database management, metrics tracking and reporting, and the implementation and use of test management tools and documentation. It also includes resource evaluation, successful test execution, and covers many of the "soft" skills needed to lead and manage offshore teams. The application of these concepts will be demonstrated in class examples, discussions, and exercises.

Who Should Attend?

Experienced Software Testers, Test Engineers, and Project Managers who will be planning for and executing the testing of a software development project. It is also beneficial for any stakeholder who wants to develop practical test-planning and test-group management skills for the successful management of Software Testing projects.

Course Materials (Included):

We will provide a handbook (approximately 400 pages) that includes copies of the course slides, sample test plan materials, sample matrices and graphs, and lists of useful print and online resources.

What You Will Learn?

At the completion of this course, participants should be able to:

Understand the Effects of Offshoring on Testing

  • Understand how distributed development differs from single-site development.

  • Understand models of offshoring and common issues for offshore resources.

  • Analyze differences in development lifecycles, such as Waterfall and Agile, and their unique differences with offshore teams.

Effectively Manage Distributed Team Members

  • Assess staff skills and experience for optimal task distribution and management.

  • Use leadership skills for better test execution and staff retention.

  • Use leadership, coaching, and team-building techniques.

  • Use training to build skills, prevent problems, mitigate risk, retain staff, and reduce turnover.

  • Explore and understand a wide variety of cross-cultural issues.

  • Focus on areas of “working with Americans” that are key to Software Testing and software development projects.

Successfully Lead and Manage Testing Projects

  • Understand and manage the politics of leading test projects.

  • Understand the essentials of test management documentation.

  • Understand the test tools available for use on a project.

  • Build and execute a variety of test strategies.

  • Build communication infrastructure to support visibility into testing.

  • Set up communication for project success, reduced stress, and to build trust.

  • Write and communicate meaningful test plans.

  • Report on project progress and test-coverage.

  • Better manage the bug database.

  • Make use of meaningful project and bug database metrics.

  • Use risk analysis to improve visibility and software quality.

  • Successfully close the test project.

  • Conduct useful project retrospectives and collect feedback for continuous process improvement.

Course Outline

Overview of Leading Offshore Test Projects

  • How are they different from onshore projects?

  • A new understanding of the role of a test lead and manager.

The Big Picture

  • Getting your own house in order: standardize, formalize, and document your software development and testing process.

  • Unique issues with offshore testing and QA that are not found in development.

  • Setting expectations for best performance.

  • Build transfer process and “what we do each week“.

Analyzing Your Staff

  • Examining the skill sets for offshore Test Engineers and the impact on task distribution and execution

  • Developer testing vs. Tester testing

  • Understanding the end-user

  • Common software project problems and their effects on testing

  • Defining terms such as “high quality,” “customer satisfaction,” and “bug” in relation to Software Testing

Test Strategy and Test Plan

  • Testing strategy and how to test

  • Coverage and the goals of Software Testing

  • Risk-based testing, prioritizing, and test selection

  • Making a meaningful and useful test plan

Test Project Documentation and Deliverables

  • Test case management tool/Quality Center (QC)

  • The bug tracking system

  • Project and defect measurement and metrics

  • Reporting progress with status reports

Common Issues for Test Leads

  • Leadership

  • Coaching

  • Team-building

  • Working with the team at the “home office”

Excellent Communication: The Key to Successful Projects

  • Fostering good communication

  • Communication tools and infrastructure

  • Dealing with “tribal knowledge”

  • Knowledge transfer

Soft Skills

  • Building trust

  • Working across cultures and “working with Americans”

  • Potential cultural problems

  • Delivering bad news (i.e. saying "no" to keeping secrets—transparency and visibility in work)

  • Being on-time and issues of time on the criticality of work and deadlines

Using Training to Solve Problems

  • Mechanics of training and coaching to set yourself up for success

  • How training can solve process and practice issues

  • Definition of areas for training

  • Staff retention and turnover

Closing Out the Test Project

  • Activities during the final phase

  • Post-release and preparing for the next project

  • How to conduct useful post mortems


  • One year of experience in Software Testing

  • One year of experience in software development management, or equivalent

  • A full understanding of quality theory, project sizing and estimation, various test strategies

  • Experience documenting test projects.

LogiGear’s collection of whitepapers aim to exhibit our decades of Software Testing expertise; from Test Automation pitfalls to test design best practices, you can download them for free today, and see how you can improve your Software Testing processes and outcomes.

Ready to transform your testing process?

Developed from decades of practical experience and academic research, LogiGear training empowers your team to meet the challenges of emerging technologies, evolving testing techniques, and a changing economy with comprehensive Software Testing curriculum. Get in contact with our team of experts to see how LogiGear can bring this same level of training and testing expertise to your organization.

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