About Project Roles and Project Support Services
Able has a number of standard project roles and responsibilities ("Project Roles") and when you set up a quote you will see option to select project support services ("Project Services").
Project Roles come with different permission levels, have automated reminders associated with them and can be linked to specific payout calculations.
Project Services are human support services (ie. Project Coordination, RTO Accreditation and Transactions) that other Partners can provide for a percentage of the project value.
If you use Quotes this would be the first place you may indicate who will complete specific roles and select the Project Support Services you want for your project, if any.
Project Roles
Projects and Programs on Able have a number of standard roles. In some case one person will do all roles and tasks, and in others a different person may do each roles.
Role | Description |
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Client Lead | Generally, responsible for maintaining a specific Client relationship. Overall responsibility for all communication with, Quotes or Projects with a specific Client. |
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Deal Owner | Generally, responsible for all activities related to a potential sale from initiation to close. Responsible for Project commercials and Client contract, assisted by Proposal Designer. |
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Proposal Designer | Generally, responsible for the design and costing of a project and the drafting of a Quote and Proposal for a potential Project. |
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Project Lead | Generally, responsible for the overall management of the project, client liaison, program design, and briefing of facilitators and coaches. |
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Project Coordinator | Generally, responsible for the overall scheduling and administration of the project - setting up the project, sourcing participant details, booking workshops, moving the project forward in a timely manner, and invoicing. |
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Team Members | Generally, responsible for the specific tasks, activities and Service Components to be provided to Clients as part of a Project or Program, such as coaching sessions, facilitation or consulting. |
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Project Support Services
Project Service | Description |
Project Coordinator | This service is for the coordination and administration of projects by a human project coordinator. The services includes:
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RTO Administration | This service is for the administration and certification of certified programs through a Registered Training Organisation (RTO) under the Australian Skills Quality Authority (ASQA). Able partners with Integral, an Australian based RTO.
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Platform Base Fee (payments & transactions) | This is for the handling of all payments associated with a project including invoicing, collection of Client payments, and payouts to the Project delivery team.
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