Nearshore diligence
Verify four conditions before counting the distance as a benefit.
Regional proximity is useful only when it changes collaboration in a way the work needs. The assessment should expose which facts are fixed, which are engagement-specific, and which risks remain after the model is chosen.
01Regional facts
Record client and delivery locations, local calendars, legal relationships, applicable policies, travel assumptions, and the exact basis for calling the model nearshore.
Confirm: Named facts and responsible reviewers replace broad claims about a region or proximity.
02Overlap design
Allocate shared time to product decisions, technical alignment, reviews, pairing, release, or incidents according to the work rather than filling calendars with meetings.
Confirm: The overlap window, attendance expectations, exceptions, and decision owners are workable for both sides.
03Asynchronous continuity
Keep context moving outside live overlap through ordered work, findable decisions, reviewable changes, status, risks, and explicit handoffs.
Confirm: A person beginning work later can identify the current state, next decision, and responsible contact without reconstructing a private conversation.
04Remote security
Apply approved identity, devices, networks, access paths, monitoring, data handling, and incident procedures to every external work location.
Confirm: The threat model, policy, approved tools, least privilege, support, and revocation path cover the proposed arrangement.