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PTL 5.2 Assign Primary Agents


Goal:

• To indentify who has authority to make final decisions, and eliminate confusion over who has authority and what desisions are final.

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:
    When we have a signature on a piece of paper, we know the responsibilities that signature carries and we can act appropriately.

Examples:
    When talking to a window manufacturer he may say, “go ahead and make the windows according to those dimensions.” The window salesman has not been assigned as a primary agent, thus, does not have the authority to make the decision. Therefore, we would not act on his authority alone.

Definition
    Unbroken chain of authority starting with the signature on the contract. This gives authority to various parties and limits their authority to what degree the primary agent defines. Each person with a delegated authority is assigned by the primary agent and is also considered a primary agent to which extent they have an assigned responsibility.