Media Support          Sales Support          Product Support          PTL Support                            Packing
PTL 5.1 Assign Project Champions


Goal:

• Be able to categorize each contact related to a project according to the responsibilities.

Outline:

5.0 Qualify Project Contacts
          5.1 Assign Project Champions
          5.2 Assign Primary Agents
          5.3 Pre-Qualify Project

Details:

Intent:
    The person that wrote the check or who gave us the order that all other authority is delegated. We want to keep an unbroken chain of command of each primary agent according to what responsibilities they’ve been assigned to.

Benefit:
    Be able to give due respect in the proper order to the right people based upon the position and the project.

Examples:
    1) Tom, the window man, says he has all the dimensions for the windows of the Smith Residence project, and understands the selection of windows made by the project architect. Add him to the Project Champions List and target him for the window dimensions so we can go forward. The field agent and/or project manager will build a relationship with Tom that will harvest a follow-up campaign. Also, Tom will have first-hand knowledge interacting with the placement of the windows. This gives him a good advantage on his order. If Drafting has any follow-up questions such as additional dimensions, he can identify and speak directly to the person with the most knowledge on that subject.

    2) An architectural firm has two administrators, one drafter and a project manager assigned to the Johnson project. The Champion Architect would be the person at this firm that has the most knowledge and is the main contact for this project.

    3) The Project Manager needs to contact the mason on a Williams project. However, no mason has been identified as the Champion Mason, so the correct person to call is not clear, and time has to be taken to track this person down. In this case, a task to locate the responsible mason is assigned, and then entered as the Champion Mason for the project.

Definition
    Determine who the players are on a project and assign them to the various responsibilities called project champions.