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Managing an Integrator on Site

Published: Published on Zhilianhai

What to run

RoutinePurpose
Daily stand-upYesterday, today, blockers
Weekly reportProgress, changes, risks and decisions
Action logOne list with owners and dates
Site logShared record of what happened and who was told
EscalationNamed contacts with response times

Keeping it healthy

  • Keep decisions in writing, including decisions not to change something.
  • Track open actions to closure, not to assignment.
  • Escalate on the agreed rule, not on frustration.

Site coordination should respect both parties' safety and access rules.

Information is provided for initial research. Verify specifications, pricing, policies and standards against the original source before making decisions.

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