Role Comparison Checklist: Executive Sponsor and Project Owner


Quick Summary
Screenshot These checklists compare the roles of the Project Manager and the Executive Sponsor in a variety of critical areas such as goals definition, planning, communication, scope changes, stakeholder management, and more.


This template requires a Premium Subscription
Please log in. Don't have a log-in? Sign up now. Already a Member? Log in to upgrade immediately and get the file! A Premium subscription is only $14.95/month or $149/year and gets you over 200 templates, guidelines, and checklists.
15-day free trial period for new Premium subscribers! Learn more
Log in to download this file

Username:  
Password:  

What this is

This file contains a set of tables that outline and compare the roles of the Project Manager and the Executive Sponsor in a variety of critical areas such as goals definition, planning, communication, scope changes, stakeholder management, and more. Three tables are included:

  • An overview table comparing the two roles side by side in each area.
  • A table of the Project Manager role in each area, to use as a checklist and worksheet for preparing for your work during a particular project.
  • A table of the Executive Sponsor role in each area, to use as a checklist and worksheet for a particular project. The PM can use this table to prepare for meeting and setting expectations with the Sponsor, in order to get the right involvement and support throughout the project. The Sponsor can use this worksheet to get oriented to the critical components of their role and note any subjects that need discussion with the Project Manager as the project gets going.

Why it's useful

The strongest project managers take on critical responsibilities in a variety of areas during a project. But an Executive Sponsor's engagement and involvement are also critical for a successful project. The two must work together effectively to get the best project results.

  • Executives and PMs new to these roles can benefit from this succinct outline of their role in these areas.
  • This table can help a PM and Sponsor clarify how to work together, what the PM will handle before bringing issues to the Executive, and which areas the Executive must be ready to help with or take responsibility for.

How to use it

  1. Whether you are a PM or a Sponsor, consult the Overview Table when you get involved with a new project for a reminder of your responsibilities in each area.
  2. Once you know who your counterpart is on the project (e.g. your Sponsor, if you are the PM), look at the respective roles in each area in the Overview Table and consider whether any circumstances would cause a different role split. If so, you would want to address those circumstances and clarify things when you first meet with your counterpart.
  3. Use the Checklist/Worksheet version of the table for your role, and note any questions you have about your responsibilities, any anticipated issues, or simply any personal reminders that occur to you.
  4. Use the Checklist/Worksheet version of the table for the other role, and note any questions or concerns you have about their responsibilities. These subjects should be brought to the other person as part of project manager and sponsor engagement early in the project. For example, you may know that in your organization the executives travel a great deal, and that you therefore could have a hard time getting attention when you need resource or decision-making support. Identifying this area of concern now lets you highlight the need and set expectations while you have their attention.
  5. Then use the Overview Table and Worksheet notes to guide an effective and efficient "roles and responsibilities" discussion with your PM or Sponsor early in the project.

This template requires a Premium Subscription
Please log in. Don't have a log-in? Sign up now. Already a Member? Log in to upgrade immediately and get the file! A Premium subscription is only $14.95/month or $149/year and gets you over 200 templates, guidelines, and checklists.
15-day free trial period for new Premium subscribers! Learn more
Log in to download this file

Username:  
Password:  





Related Templates
Project Sponsor
A list of characteristics and responsibilities of the Project Sponsor. The Project Sponsor champions executive approval for the project. The Project Sponsor provides official backing, support for obtaining timely resources, and strategic direction. He or she acts as the focal point for project decisions beyond the project manager's scope of authority.

Project Manager/Team Leader Description
A list of the core work and critical underlying responsibilities of a project manager or team leader. It goes beyond the standard "planning, tracking, communicating" list of Project Manager job duties, to clarifying the mindset and responsibility necessary for success.

Project Manager/Team Leader Selection
A worksheet to help a project sponsor select a project manager by evaluating candidates based on a number of selection criteria. The worksheet includes space for the sponsor to review the capabilities of one or more project managers against the need for leadership, management, communication, and domain knowledge on a particular project.



©Copyright 2000-2017 Emprend, Inc. All Rights Reserved.
About us   Site Map   View current sponsorship opportunities (PDF)
Contact us for more information or e-mail info@projectconnections.com
Terms of Service and Privacy Policy

Get Our Newsletter
Get our latest content delivered to your inbox, every other week. New case studies, articles, templates, online courses, and more. Check out our Newsletter Archive for past issues.

Follow Us!
Linked In Facebook Twitter RSS Feeds

Got a Question?
Drop us an email or call us toll free:
888-722-5235
Learn more about ProjectConnections, our contributors, and our membership levels and product options.