ROLES & ACCOUNTABILITY

Clear ownership eliminates ambiguity.
This section defines who is responsible for what at all stages of a project.


Project Manager (PM)

The PM is accountable for project completion, communication, and risk management.

PM Responsibilities

  • Maintain timelines and milestone schedules
  • Run weekly PM syncs
  • Communicate proactively with clients
  • Manage scope, constraints, and expectations
  • Identify risks early and escalate as needed
  • Ensure the PM tool is accurate and current
  • Maintain project health (Green/Yellow/Red)
  • Facilitate handoffs between team members

Authority

  • PM can say “No” to unrealistic requests
  • PM can push back unclear requirements
  • PM can adjust timelines within reasonable limits
  • PM can require a Change Request (CR)

Project Lead (Technical/Design Lead)

Owns technical direction, quality standards, and feasibility.

Responsibilities

  • Define technical approach
  • Provide estimates
  • Establish acceptance criteria
  • Review deliverables before client sees them
  • Surface technical risks
  • Maintain quality standards

Authority

  • Can reject unclear or incomplete tasks
  • Can request additional time based on complexity
  • Can escalate scope concerns to the PM

Account Owner / Client Lead

Responsibilities

  • Maintain high-level client relationship
  • Approve major project decisions
  • Step in for escalations or sensitive conversations
  • Align project with long-term client goals
  • Ensure commitments match contracts

Authority

  • Final approval for major scope changes
  • Budget decisions
  • Strategic prioritization

Team Members

All designers, developers, copywriters, strategists.

Responsibilities

  • Complete tasks to Definition of Done
  • Follow task hygiene rules
  • Communicate blockers within 24 hours
  • Estimate work honestly
  • Deliver quality work without rework
  • Keep PM updated on task progress

Authority

  • Can push back unclear tasks
  • Can refuse tasks without acceptance criteria
  • Can request PM support when overloaded

Escalation Ladder

Defines who decides what.

Level 1 — Team Member Decision

  • Small tasks (<2 hours)
  • Design/technical implementation details
  • Clarifications with obvious answers
  • Non-critical client updates

Level 2 — PM Decision

  • Timeline adjustments
  • Prioritization conflicts
  • Tasks exceeding 2 hours
  • Clarity issues
  • Scope interpretation

Level 3 — Leadership (MATT) Decision

  • Budget changes
  • New proposals
  • Large scope increases
  • High-risk decisions
  • Contract issues

If unclear:
Default is “decide at the lowest responsible level.”

Updated on November 12, 2025
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