Positioning Roles for a Project

One of the biggest problems when starting a project, in which several professionals are involved, is the assignment - positioning - of project roles. Each member represents a different functionality in it. The Project Manager must be very clear about the different responsibilities that make up a complete project.

We are in the initial phase. The Project Director must determine and define the different project roles that will be part of his work team, either in an operational or receptive way of information. The management software will give the possibility to differentiate between them, so that each one can work according to their type of participation. It's time to assign responsibilities to the project .

Depending on the complexity of the process for which one works, the projects of an organization can be formed by teams of at least five types of professionals and at most, as the theory dictates, of up to ten kinds of roles.

There are management software that define permissions of the different project roles

In order to clarify the different ins and outs of this first phase, we identify the different project roles and responsibilities of each of the agents that comprise it.

We will inform the operation of the project to ...

  • Stakeholder. about any person or company involved in one or more projects, whose results affect negatively or positively in their interests. Here we find a wide list of examples that could well be stakeholders , from employees, service outsourcing agencies, owners, suppliers, to creditors or capitalist partners, among many other types of responsibilities. All of them must be informed of the development of the project periodically, through the different kinds of reports that the management tool offers us.
  • Portfolio Manager. usually corresponds to a person or groups of people who occupy the general direction of a company. They supervise each and every one of the projects and decide which investment funds can increase the business potential.

We will work hand in hand with ...

  • Investment Manager. The person in charge of managing and coordinating the different investment funds of the organization. It provides detailed monitoring information on projects or investments pending approval, from its inception, development until its closure.
  • Project Manager. There is no approved project without a PM. It's the one that will plan, coordinate and manage all the activities, resources and other elements that are part of the project. Your best ally will be the management tool, which can advise you in making decisions through the Earned Value and according to the operation of the project, among many other features. In Scrum teams , this role often translates as Scrum Master.
  • Team Member. Each of the people who are part of the project's operational team. They will allocate the costs and hours used in each of the activities.
  • Program Manager The tools to manage complex projects can be varied. Depending on the type of project, the software can offer specific functionalities. Fortunately, there are now more and more powerful and flexible managers under any circumstances. An example of this is Sinnaps, whose technology takes into account each of the elements, setbacks and factors that influence the planning and development of the project.
  • Resource Manager. This is the professional in charge of designing the appropriate strategy to provide and manage the human resources of the project. Identify the profiles that best suit the functionalities and objectives that you want to achieve at the end of the project. In addition, it will ensure the good working environment, giving support and training to the team when necessary.
  • Sponsor. A stakeholder can assume this responsibility, whose purpose is to provide the financial resources necessary for the project to be completed as planned.
  • Project Management Office. Figure in charge of designing standard quality processes that reflect what has been learned in another project. The experience of many companies is a plus. Knowing the failures of the past, and most importantly, acting on them, is one of the greatest assets of any organization. Therefore, there are already managers who offer services to save the best processes for future reuse through the Process Market. In addition, the PMO supervises each of the projects, centralizes administrative tasks and provides information for decision making.
  • Functional Manager Responsibility that is essential to alienate strategic objectives. It has a global vision of the company's projects, to which it supervises and approves the necessary components and tools for management, always based on the business strategy.

Project Roles in Sinnaps

The Sinnaps online project management app applies different project roles that allow you to carry out different actions depending on your responsibilities and what the Project Manager allows access to.

It's important to differentiate between the types of responsibilities or roles:

Project Owner: person who created the project. You can assign Project Manager (PM) responsibilities to another user or be the one who directs the project. Therefore, the permissions are the same as those of the PM. Also, remember that no user can remove it from your project.

Project Manager: responsible for the project, able to plan and manage activities, resources (costs and work team) and obtain project reports.

Team Member: is involved in the project, either because it participates in all or some of its activities. You can assign and allocate costs in the tasks in which you participate, as well as validate them.

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