The following examples show how you might set up roles and responsibilities within Process Manager for your organization.
Roles example: A capital campaign drive
After the IT Manager sets up the Process Manager system, the Capital Campaign Director identifies new projects and assigns Development Officer #1 to be the owner of the new project. The Development Officer communicates with prospects and contacts. The Campaign Assistant creates projects when the Campaign Director is out of the office and provides reports to upper management.
Based on this scenario, the following project security roles and project group roles are assigned to the participants:
Example roles for a capital campaign drive
The communications and reporting needs for these roles might include:
|
Role |
Communication Needs |
|
Capital Campaign Director |
Opportunity Forecast Donor report |
|
Campaign Assistant |
(Runs all reports) |
|
Publications Manager |
E-mail notification of project status |
|
Development Officers |
Opportunity Profile |
|
Volunteers |
E-mail training materials |
|
Prospects |
Mail brochure |
Roles example: A sales department
In this example, the System Administrator sets up the module. The VP Sales assigns projects by region. The Regional Sales Manager #1 and Sales Rep A are both responsible for the success of the project (Opportunity Owners) but play different roles in the process. Contacts are other Sales Managers. There are two Competitors in this example.
Example roles for a sales department
The communications and reporting needs for these roles might include:
|
Role |
Communication Needs |
|
VP Sales |
Won or Lost Opportunity Analysis |
|
Regional Sales Managers |
Won or Lost Opportunity Analysis |
|
Sales Reps |
Opportunity Profile |
|
Prospects |
Mail brochure |