RACI Matrix

RACI Matrix Template

Track responsibilities and ensure you have the right conversations with the right people with the RACI Template.

About the RACI Matrix Template

The RACI Chart Template is an essential management tool that helps teams keep track of roles and responsibilities and avoid confusion during projects. From complex, cross-functional team projects to internal, ongoing tasks, a RACI matrix enables you to clarify roles and delegate tasks, bringing your team together to execute your project.

Project managers and team leads can use this tool to align with stakeholders and project members, ensuring everyone is on the same page and aware of their role and responsibility.

What does RACI stand for?

RACI stands for Responsible, Accountable, Consulted, and Informed. Each of these words describes the person’s role, and the last two are differentiated by what type of communication they should engage in during the project.

  • Responsible: Who is responsible for the work? They must finish a given project, process, or element of a project.

  • Accountable: Who is accountable for the outcome and the process? They must be accountable for the completion of the task. As a recommended best practice, there should only be one accountable person assigned to a given project. This person serves as all stakeholders’ point of contact throughout the project.

  • Consulted: Who should you consult if there is a problem with the project? They must provide information to stakeholders. If stakeholders have suggestions about changes that need to be made, or if they encounter issues, they report to the Consulted.

  • Informed: Who should you inform if you make a change to the project? They must be kept informed of progress. Their role is not necessary to provide feedback or suggest changes. However, it would be best if you kept them apprised of any changes, roadblocks, problems, or milestones.

Why use the RACI matrix?

The RACI matrix is a very popular tool when managing projects as it brings clarity and sets expectations. Here is a list of benefits of using a RACI matrix, but keep in mind not every project will need one.

  1. More engagement. The RACI matrix allows your employees to engage more deeply with a project. Each employee on your team fits into a category of the RACI matrix. It helps to reduce confusion about ownership and processes. Instead of clarifying expectations and responsibilities, your teammates can focus on their roles.

  2. More scalability. Once you have assigned employees to each part of the RACI matrix, training new hires and extending your processes becomes easier. It helps you scale your team. New hires can get up to speed quicker since their roles and responsibilities are clearly laid out in the matrix.

  3. Conflict resolution. The RACI matrix reduces opportunities for friction between employees and management. Since every employee has a well-defined role, they know the scope of their responsibilities -- and who to talk to if they have questions.

  4. Increase efficiency. Use a RACI matrix to increase your efficiency. Filling out a RACI matrix makes it easier to set up meetings that have clear agendas and that aren’t redundant with other meetings. Invite stakeholders to your meetings without worrying about whether they should be there or whether their time would be better spent elsewhere.

How to use the RACI Matrix Template

Use the RACI Matrix Template when kicking off projects. It helps you to clarify roles and responsibilities. Here is how you can use and adjust the template to your needs:

  1. Select the ready-made RACI Matrix Template.

  2. Add the teams or departments participating in your project by editing the template rows.

  3. Analyze roles and responsibilities and assign them to each member of the project. You can add extra rows to your template by simply clicking on the three-dot icon and clicking on the ‘add row’ symbol. Tag them with @mention or add a comment so they know roles have been assigned and they can give you feedback.

  4. Before attaching it to any other project board or document, share it with your team, and iterate if needed.

Example of a RACI Matrix

Let’s say you are launching a new product feature. As the project manager, use the RACI Matrix to map everybody’s roles and responsibilities on the project. This will ease communication and help everyone understand their role and who they should reach out to regarding decision-making, execution, or project advice.

Here is an example of teams to include on your RACI Matrix if you are launching a product feature:

  • Program Management

  • Product Management

  • Design

  • Product Marketing

  • Data analytics

  • Legal and compliance

  • Brand marketing

  • Customer success

Each team manager will have a different role and responsibility, depending on how your organization is built and the project is created. After selecting all teams to get this project up and running, assign roles and responsibilities and tag team members in comments. Ask them to confirm if the role is accurately assigned or if they have any questions or concerns about the RACI.

To finalize, add your RACI Matrix to any other board of project documentation so your team can consult and go back to it whenever needed.

RACI Matrix Template

Get started with this template right now.

Related Templates
meeting-thumb
Preview

Meeting Template

Works best for:

Meetings, Team Meetings, Workshops

Everyone has been in a meeting that didn’t go as planned. Maybe it ran off course, or you ran out of time to accomplish everything you set out to do -- or maybe it just felt like a waste of time. To avoid that, it’s important to prepare to run a team meeting ahead of time. With this simple but effective template, you can prepare to run a team meeting that ticks all the boxes. By creating a streamlined way to build preparation into your workflow, you’ll ensure your meetings are efficient, enjoyable, and collaborative.

Meeting Template
Value Chain Analysis Thumbnail
Preview

Value Chain Template

Works best for:

Leadership, Strategic Planning, Workflows

First coined by Harvard Business School professor Michael Porter, the value chain analysis helps your team evaluate your business activities so you can find ways to improve your competitive advantage. A value chain is a set of activities that a company performs in order to deliver a valuable product from start to finish. The analysis itself allows your team to visualize all the business activities involved in creating the product—and helps you identify inefficiencies, bottlenecks, and miscommunication within the process.

Value Chain Template
Porters Five Forces Thumbnail
Preview

Porter's Five Forces Template

Works best for:

Leadership, Strategic Planning, Market Research

Developed by Harvard Business School professor Michael Porter, Porter’s Five Forces has become one of the most popular and highly regarded business strategy tools available for teams. Use Porter’s Five Forces to measure the strength of your current competition and decide which markets you might be able to move into. Porter’s Five Forces include: supplier power, buyer power, rivalry among existing competitors, the threat of substitute products or services, the threat of substitute products and services, and the threat of new entrants.

Porter's Five Forces Template
2×2 Prioritization Matrix-thumb
Preview

2x2 Prioritization Matrix Template

Works best for:

Operations, Strategic Planning, Prioritization

Ready to set boundaries, prioritize your to-dos, and determine just what features, fixes, and upgrades to tackle next? The 2x2 prioritization matrix is a great place to start. Based on the lean prioritization approach, this template empowers teams with a quick, efficient way to know what's realistic to accomplish and what’s crucial to separate for success (versus what’s simply nice to have). And guess what—making your own 2x2 prioritization matrix is easy.

2x2 Prioritization Matrix Template
Business Model Canvas Thumbnail
Preview

Business Model Canvas Template

Works best for:

Leadership, Agile Methodology, Strategic Planning

Your business model: Nothing is more fundamental to who you are, what you create and sell, or ultimately whether or not you succeed. Using nine key building blocks (representing nine core business elements), a BMC gives you a highly usable strategic tool to develop and display your business model. What makes this template great for your team? It’s quick and easy to use, it keeps your value proposition front and center, and it creates a space to inspire ideation.

Business Model Canvas Template
kaizen-report-thumb-web
Preview

Kaizen Report Template

Works best for:

Agile Methodology, Operations, Documentation

What makes a great company great? They know that greatness needs to be fostered and maintained — meaning they never stop working to improve. If you’re one of those companies (or aspire to be), a kaizen report is an ideal tool. It creates a simple visual guide to continuous improvement activities on a team, departmental, and organizational level. Using a kaizen report approach, every employee in an organization audits their own processes and understands what they might have overlooked, making this a powerful tool for increasing accountability at all levels.

Kaizen Report Template