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TAPS Family Radio (radio.tapsfamily.com)

Leadership Roles and Responsibilities

Case Manager: David Delgado
The Case manager is the main point of contact for the client throughout the investigative process from the initial inquiry or request for investigation by the client throughout the life of the relationship. The case manager is responsible to:

A) Manage all contact with the client including:

1) Conduct the initial interview
2) Maintain regular phone and email contact for ongoing support and relationship maintenance.
3) Schedule the investigation
4) Communicate the findings of the investigation to the client � The Reveal
5) Coordinate with the business manager to obtain the physical report, which is to be presented to the client.

B) Act as liaison between the client and the investigative team:

1) Communicate the needs/wants of the client
2) Fully document the interview and present the interview to the business manager to become a part of the case file
3) Coordinate with the investigative team lead and technical manager and alert of any potential challenges
4) Call in experts, consultants or additional resources as needed.

C) Participate in New member interview process with Team Leader

D) Ensure that all necessary documentation for the investigative report is presented either electronically or physically to the business manager for publishing and storage

E) Back up to Business manager should business manager become unavailable.

Business Manager: Danielle Waluck
The role of the business manager is to manage all aspects of SPI as an organization from a business perspective. The business manager will be knowledgeable of industry standards, legal requirements, and business related issues. The business manager monitors the financial aspect of the organization and reports this information regularly to the membership. Further the business manager monitors the website, maintains documents and records and ensures that each member of SPI has the necessary SPI related supplies. The business manager facilitates the investigation process ensuring that the investigative report is complete and timely, a professional report is prepared with the necessary media for the client, and the information is published on the website. The business manager is responsible to:

A) Maintain and update the website regularly

B) Maintain and complete necessary paperwork for the Organization for business and legal purposes

C) Maintain and complete paperwork related to the investigation including:

1. The report

D) Maintain a physical and electronic file of all SPI records

1. Personnel
2. Investigations
3. Business Matters

E) Writes the investigation report based on logs and evidence collected

1. Prepares the client copy of the report
2. Publishes the public copy of the report
3. Coordinates with Historian to obtain necessary historical research findings and report

F) Ensures SPI members have the necessary supplied supplies

1. Business Cards
2. Stationary items as required.

G) Arranges travel and accommodations for SPI members where needed for investigation or other SPI purposes

H) Financial Items

1. Store
2. Paypal
3. Financial Reporting

I) Provides back up to key members of the team where necessary

1. Case Manager
2. Historian

Technical Manager: Paul Bradford

The role of the technical manager is to ensure that during an investigation all equipment is functional and placed in the means to best capture the necessary data. The technical manager follows SPI protocol and the investigation report for equipment placement. S/he is required, where possible, to know the layout of the location and prepare for overcoming any layout challenges and other challenges for example; power supply. The technical manager is further required to be knowledgeable about all equipment used on an investigation including the equipment owned by individual investigators. S/he must also know what equipment each investigator owns and advise the investigators before each investigation what equipment they should bring. Further, s/he will maintain a full list of equipment on the website � including equipment desired so that investigators who wish to purchase equipment know which equipment is required. The technical manager will have the responsibility of ensuring that all necessary equipment is turned on at the beginning of an investigation and turned off at the end. Technical manager is required to document this information, time turned on/off, date, location of each piece of equipment. Technical manager will be responsible to make certain that equipment is functioning throughout the investigation and that tapes and batteries are changed. The technical manager will provide a the location layout to the investigative team lead for investigation planning if needed, and to the business manager for the purposes of the report. The Technical Manager responsibilities are:

A) Manage Equipment Inventory list

1. A list of all equipment held by SPI members
2. A list of equipment needed/desired by SPI

B) Advise investigators as to equipment each should bring to any given investigation

1. Ensures all necessary equipment is present at each investigation
2. Ensures investigators know if they can/should leave something at home.
3. Ensures investigators are fully prepared with batteries and tapes as required for the full duration of each investigation.

C) Understands limitations of environment and equipment

1. Researches equipment via online resources, and works with equipment owner to ensure that s/he has a full and complete understanding of:
- a) How to operate the equipment
- b) Limitations/specs for equipment
- c) where possible tests (or assigns tests) equipment in specific settings to better understand equipment limitation and function

D) Where possible attends initial client meeting/interview to sketch location and prepare location map, and to do initial readings from the location.

E) Works closely with Investigative Team Lead

1. Prepares map (without equipment layout) so that TL can effectively draw up investigation plan
2. Reviews TL investigation plan and SPI protocol to determine equipment set up.
3. Prepared to step into TL role if TL becomes unavailable.

Investigative Team Leader: Dave Webb

The role of the investigative team leader is two-fold. First, s/he is largely responsible for the investigators. Team Leader needs to be fully involved in the skill set each investigator brings to SPI, to ensure that each investigator receives proper training regarding investigation and SPI protocol and needs to utilize each investigator to their strengths and interest. Second, the Investigative Team Lead is, with the exception of equipment placement, the final decision maker during an investigation. S/he is responsible to know where every person is during an investigation, to have a clear set of goals for each investigation, to communicate with the Case Manager and Technical Manager in order to develop a clear investigation plan to best capture phenomena reported by the client. The team leader owns the investigation from the moment an investigator sets foot on the property until the last investigator leaves. His/her responsibilities are:

A) New Investigator

1. Interview
2. Training
3. Mentoring or assigning a mentor

B) Continuous Training

1. Maintaining a set of core competencies
2. Recognizing training opportunities and developing training programs as needed

C) Investigation

1. Developing the investigation plan based on SPI protocol, client wants/needs, client reports of activity
2. Determining necessary personnel for the investigation
3. Determine the roles and responsibility for each investigator including assigning mini-teams as necessary
4. Design and maintain protocols surround experiments
5. Attend the reveal with the case manager

D) Back up Tech manager should s/he become unavailable.

Sonoran Paranormal Investigations

Proud TAPS Family Member & Arizona Representative for International Paranormal Investigators

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Leadership Roles and Responsibilities