SlideShare une entreprise Scribd logo
1  sur  18
Télécharger pour lire hors ligne
How to create and use a project RACI template
Author: PM Majik
Copyright 2019. All rights reserved. www.pmmajik.com
Contents
1.0 Purpose of this presentation
2.0 What is a project RACI matrix?
3.0 What does the RACI acronym stand for?
4.1 Create sketch of RACI matrix template
4.2 Create electronic version of RACI matrix template
4.3 RACI matrix template download
5.1 Lists the tasks and activities to include in the RACI matrix
5.2 Identify potential owners
5.3 Identify the roles
5.4 Solicit feedback and review
5.5 Further analysis and review
6.0 Tips for success with a RACI matrix
7.0 How to use a RACI matrix during a project
8.0 Summary
9.0 PM Majik members area
10.0 PMO resources
Copyright 2019. All rights reserved. www.pmmajik.com
1.0 Purpose of this presentation
The purpose of this presentation is to provide:
• Overview of project RACI matrix
• How to create a project RACI matrix template
• How to use a project RACI matrix template
This will mean you will be able to create your own project RACI matrix.
BONUS
This presentation includes links to download a Project RACI Template.
Remember this presentation can only provide general guidelines. You should always
adapt to meet the need of your organisation.
Copyright 2019. All rights reserved. www.pmmajik.com
2.0 What is a project RACI Matrix?
Copyright 2019. All rights reserved. www.pmmajik.com
A RACI Matrix identifies the roles and responsibilities for each project task or
decision.
For a large project, this activity can be challenging and time consuming. But
remember, it is always good to get these issues out on the table early on
before a real problem arises.
The resulting discussions and debates over roles and responsibilities can take
time to resolve, but they will be easier to resolve in an abstract context, than
when you are in the middle of a project crisis.
3.0 What does the RACI acronym stand for?
Copyright 2019. All rights reserved. www.pmmajik.com
Responsible, Accountable, Consulted, Informed; each letter in the acronym represents the level of
responsibility.
Responsible: The person who does the work to complete the task. Every task needs at least one
“Responsible” party. You may have more and that’s okay.
Accountable: The person that delegates the work and is the one to determine when the work is
complete. They have responsibly for quality and timeliness, along with ensuring the “Responsible”
party has what they need to complete the task. In many cases, the “Responsible” individual is also
“Accountable” for the task.
**IMPORTANT: Only one person should be accountable for a task.
Consulted: This is generally subject matter experts, they are individuals who are contacted to
provide advice before, during, and sometimes after a task is completed. They do not work on the
task directly.
**The more individuals or groups that are “Consulted”, the longer it will take to complete a task.
Informed: These team members simply need to be kept in the loop on the task progress. In many
cases, being “Informed” may only happen when a task is completed. However, they might be
informed if there is a hold-up or if the details of the task have changed. In some instances,
completing one task starts the next task. The person “Responsible” for that task also needs to be
“Informed”.
4.1 Create sketch of RACI matrix template
Copyright 2019. All rights reserved. www.pmmajik.com
• Before trying to start creating the RACI matrix in electronic format, it is a good idea to sketch out
a draft on paper.
• It is surprising that as you start to map out the design, you realise of items that you need to
include.
• Creating the initial sketch helps to surface these items early and saves time reworking the
electronic version.
• Note: this is good practice for all project template design.
4.2 Create electronic version of RACI matrix template
Copyright 2019. All rights reserved. www.pmmajik.com
Within your chosen Office tool (I am going to use
Microsoft Excel to provide the example).
Create the columns you need starting at column B.
You should add a column for each Name /
Function / Business, etc who needs to be included
in the RACI.
Add a row for each of the activities where you need
to assign ownership.
It is good idea to add a heading that clearly
describes what the RACI is for i.e. “Production of
business requirements document for online store”.
You may wish to create a drop down of the
permitted values that will be entered into each
row / column of the RACI matrix. The values
should be:
R = Responsible
A = Accountable
C = Consulted
I = Informed
N/A = Not Applicable
The project RACI matrix template is now ready to
be used.
Activity Sponsor Project Manager BA Lead Development Manager Support Manager
Create business requirements
Review business requirements
Sign-off business requirements
Name /Function /Business
Business Requirements RACI Matrix
4.3 RACI matrix template download
Copyright 2019. All rights reserved. www.pmmajik.com
In order to get you started, I have included a link below that will enable you to
download a copy of the RACI matrix template used in this presentation.
If you find this article and template useful, please take a moment to share or like
via social media.
RACI matrix template download
https://www.pmmajik.com/wp-content/uploads/2019/05/RACI_Matrix_Template.xlsx
Activity <Name> <Name> <Name> <Name> <Name>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
<INSERT ACTIVITY>
Name / Function / Business
RACI Matrix
5.1 List the decisions and tasks to include in RACI matrix
• To start the RACI Matrix, you will need to have completed the Work
Breakdown Structure (WBS) which will provide you with a comprehensive list
of tasks for the project or a phase of the project.
• You will need a list of all the tasks for the project and the decisions that need
to be made during the project.
• On your RACI Matrix, this list will be placed in the first column on the left of
your matrix.
Copyright 2019. All rights reserved. www.pmmajik.com
5.2 Identify list of potential owners
• Next, list all of the people involved with the project. If you do not have
names you can list the role.
• Careful using organization or group names, as it is difficult for a group to be
“Responsible” or “Accountable”, these should always be an individual, in the
case of a group or department, select the department head, or consult the
them on who should have these roles. It is not uncommon to see a group
listed as “Consulted” or “Informed” – but be leery of multiples in the
“Accountable” role.
• These names will be listed across the top of matrix columns starting at the
second column. With the tasks down the first column and the names or
roles listed across the remaining columns, you now have a Matrix!
Copyright 2019. All rights reserved. www.pmmajik.com
5.3 Identify the roles
• This activity can be done first by the project manager or a small group, or
you can get the lager project team together to complete the task together.
• Start by identifying the person or persons “Responsible” for each task, by
placing an “R” in the box for their name and the task. Then, go back through
the tasks again and identifying the “Accountable” party, placing an “A” in the
appropriate box. And finally determine the “C’s” and the “I’s” – “Consulted”
and “Informed”.
• Or, another way to tackle it is to take one task at a time and working through
the roles for each task. Ultimately, you need to have at least one person
identified for each role on each task or decision.
Copyright 2019. All rights reserved. www.pmmajik.com
5.4 Solicit feedback and revise
• If you completed the initial Matrix yourself or with a smaller group, you will
want to solicit input from the rest of the project team. You can distribute it
among the team members that did not participate in the creation and ask for
feedback. Or you can schedule an interactive meeting where these items are
reviewed.
• Arranging a meeting to review the RACI is often more productive and will
likely create debate about roles and responsibilities. You want this debate to
happen, you want to hear all the various issues and get these things nailed
down early, at this stage in the project. Having these discussions now will
only help your project succeed.
• The time spent on building your RACI Matrix is not wasted time, it is an
investment. You are clearing the air and ensuring everyone agrees on the
project roles and responsibilities. Don’t get frustrated during this process if
your Matrix is revised and updated many times. The simple process of
walking through this information will help clarify project tasks and
responsibilities, saving you hours of time and conflict later in the project.
Copyright 2019. All rights reserved. www.pmmajik.com
5.5 Further analysis and review
• During your review of the RACI Matrix you can use the tool to evaluate the project load on your
project team members. Do a vertical analysis, look at each individual’s column.
• Does an individual have a lot of “R’s”? Should you spread the weight of the project across other
team members?
• If there an individual with no “R’s” or “A’s”? What exactly is their role on the project?
• Now, evaluate that each task is properly covered. Look at your Matrix horizontally, checking each
task row.
• A task with no “R”? Who is doing the job?
• A task with no “A”? There must be someone to be accountable for tasks.
• Are there too many “A’s” for one task? This can cause confusion, you don’t want too many
“managers”.
• Is every box filled in for a task? Are there a lot of “C’s” and “I’s”? Does everyone really need to be
consulted or informed? Too many people involved can slow down project.
• The process of developing a RACI Matrix allows the project manager and the project team to
consider; what people think their jobs are, what others think another person’s job function is and
how it should be carried out, and what people actually do in carrying out their job.
Copyright 2019. All rights reserved. www.pmmajik.com
6.0 Tips for success with a RACI matrix
• Ensure that a RACI Matrix will be beneficial for the project, think about how it
will be used and why.
• Check that only one person or role is assigned as “Accountable”, and not a
group. Multiple people which can lead to confusion and slower decision
making.
• “Informed” is not everyone on the project – this indication of “Informed” does
not replace the need for regular project status updates, etc. This is task
specific, use it when the individuals will be impacted by the task or
deliverable, or those with a vested interest.
• Never create a RACI Matrix in isolation. Solicit input and feedback from your
core project stakeholders – gain consensus and buy-in.
Copyright 2019. All rights reserved. www.pmmajik.com
7.0 How to use a RACI Matrix during a project
There are several applications for using the RACI Matrix during the project. The first two
most obvious are;
•share the RACI during the Project Kick off events, and
•use the RACI as a resource when onboarding a new team member.
•But there are other times your RACI Matrix will come in handy.
•When a conflict arises, or a task is delayed or modified; the RACI Matrix will tell you who
needs to be engaged to resolve the issue.
•For larger project decisions, you can simply use the “Accountable” list of individuals to
schedule meetings and gain project consensus – as these are your decision makers.
Not every project will need a RACI Matrix. This tool is especially useful for larger
complex projects. However, don’t dismiss the RACI on smaller projects.
If you foresee possible role conflicts within a smaller project, the exercise of completing
the RACI Matrix during the planning stages of the project will serve you later in the
project.
Copyright 2019. All rights reserved. www.pmmajik.com
8.0 Summary
A project RACI matrix will help ensure that all activities have the correct ownership and
are communicated to the appropriate parties.
You can create your own project RACI matrix by:
1. Identify where RACI matrix is needed
2. Create sketch of design
3. Create electronic version of RACI template
4. Lists the decisions and tasks to be included
5. Identify list of potential owners
6. Identify the roles
7. Solicit feedback and revise
8. Further analysis and review
Copyright 2019. All rights reserved. www.pmmajik.com
Additional Resources
https://www.pmmajik.com/how-create-and-use-a-project-raci-matrix/
https://www.pmmajik.com/project-raci-matrix-template/
9.0 PM Majik Members Area
If you would like to find out more about the resources and frameworks available
exclusively to PM Majik Member’s, please visit:
Visit https://www.pmmajik.com/members/
PM Majik Website
You will find many a wide range of resources, all with video tutorials, designed to
help with the set-up of project and PMO processes.
These resources are being added to on an on-going basis based on the needs of the
PM Majik community.
Copyright 2019. All rights reserved. www.pmmajik.com
10.0 PMO resources
If you want more information, visit www.pmmajik.com where you will find lots of project
and PMO resources including the FREE guide, 7 Steps to Set-Up a PMO.
Visit https://www.pmmajik.com/set-pmo/
PM Majik Website
On the PM Majik website you will find over 200 articles that contain practical and
pragmatic tips and insights for designing, mobilising and managing a PMO. New
articles are added weekly. Topic requests are encouraged from the community.
Copyright 2019. All rights reserved. www.pmmajik.com

Contenu connexe

Tendances

PMO Agility - PMICOC PMO LIG 9/18/13
PMO Agility - PMICOC PMO LIG 9/18/13PMO Agility - PMICOC PMO LIG 9/18/13
PMO Agility - PMICOC PMO LIG 9/18/13Joe Astolfi
 
PMO Presentation
PMO PresentationPMO Presentation
PMO PresentationTURKI , PMP
 
8 Steps To Microsoft Project Success
8 Steps To Microsoft Project Success8 Steps To Microsoft Project Success
8 Steps To Microsoft Project SuccessDux Raymond Sy
 
Project scope management
 Project scope management Project scope management
Project scope managementSidraSaleem17
 
Brightwork Project Management Introductory Guide - From Atidan
Brightwork Project Management Introductory Guide - From AtidanBrightwork Project Management Introductory Guide - From Atidan
Brightwork Project Management Introductory Guide - From AtidanDavid J Rosenthal
 
Deliver Successful Enterprise Ecommerce Projects
Deliver Successful Enterprise Ecommerce ProjectsDeliver Successful Enterprise Ecommerce Projects
Deliver Successful Enterprise Ecommerce ProjectsElastic Path
 
Working on Tasks in Microsoft Project Web Access
Working on Tasks in Microsoft Project Web AccessWorking on Tasks in Microsoft Project Web Access
Working on Tasks in Microsoft Project Web AccessDavid J Rosenthal
 
2012 catalog-no-pricing
2012 catalog-no-pricing2012 catalog-no-pricing
2012 catalog-no-pricingISTAdmin
 
The Agile PMO: Ensuring visibility and governance
The Agile PMO: Ensuring visibility and governanceThe Agile PMO: Ensuring visibility and governance
The Agile PMO: Ensuring visibility and governanceMatt Holitza
 
An Introduction to PRINCE2 - By Frank Turley
An Introduction to PRINCE2 - By Frank TurleyAn Introduction to PRINCE2 - By Frank Turley
An Introduction to PRINCE2 - By Frank TurleyA. K. M. GOLAM MAHBUB
 
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...Sophia Zhou
 
Transforming Project Delivery in MoD Defence Equipment and Support webinar
Transforming Project Delivery in MoD Defence Equipment and Support webinarTransforming Project Delivery in MoD Defence Equipment and Support webinar
Transforming Project Delivery in MoD Defence Equipment and Support webinarAssociation for Project Management
 
The PM Revolution: Key Trends Propelling the Project Management Profession In...
The PM Revolution: Key Trends Propelling the Project Management Profession In...The PM Revolution: Key Trends Propelling the Project Management Profession In...
The PM Revolution: Key Trends Propelling the Project Management Profession In...Aggregage
 
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...Oleg Zhuravlev
 
PMO of the Year Award 2011 eBook
PMO of the Year Award 2011 eBookPMO of the Year Award 2011 eBook
PMO of the Year Award 2011 eBookPM Solutions
 

Tendances (20)

PMO Agility - PMICOC PMO LIG 9/18/13
PMO Agility - PMICOC PMO LIG 9/18/13PMO Agility - PMICOC PMO LIG 9/18/13
PMO Agility - PMICOC PMO LIG 9/18/13
 
PMO Presentation
PMO PresentationPMO Presentation
PMO Presentation
 
Project charter
Project charterProject charter
Project charter
 
8 Steps To Microsoft Project Success
8 Steps To Microsoft Project Success8 Steps To Microsoft Project Success
8 Steps To Microsoft Project Success
 
Project scope management
 Project scope management Project scope management
Project scope management
 
Brightwork Project Management Introductory Guide - From Atidan
Brightwork Project Management Introductory Guide - From AtidanBrightwork Project Management Introductory Guide - From Atidan
Brightwork Project Management Introductory Guide - From Atidan
 
Deliver Successful Enterprise Ecommerce Projects
Deliver Successful Enterprise Ecommerce ProjectsDeliver Successful Enterprise Ecommerce Projects
Deliver Successful Enterprise Ecommerce Projects
 
Working on Tasks in Microsoft Project Web Access
Working on Tasks in Microsoft Project Web AccessWorking on Tasks in Microsoft Project Web Access
Working on Tasks in Microsoft Project Web Access
 
The Agile PMO PMI Pittsburgh Michael Nir
The Agile PMO PMI Pittsburgh Michael Nir The Agile PMO PMI Pittsburgh Michael Nir
The Agile PMO PMI Pittsburgh Michael Nir
 
2012 catalog-no-pricing
2012 catalog-no-pricing2012 catalog-no-pricing
2012 catalog-no-pricing
 
The Agile PMO: Ensuring visibility and governance
The Agile PMO: Ensuring visibility and governanceThe Agile PMO: Ensuring visibility and governance
The Agile PMO: Ensuring visibility and governance
 
An Introduction to PRINCE2 - By Frank Turley
An Introduction to PRINCE2 - By Frank TurleyAn Introduction to PRINCE2 - By Frank Turley
An Introduction to PRINCE2 - By Frank Turley
 
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...
Microsoft PPM tool (Project Online / Project Server) Case Study by epmsolutio...
 
Adamson Introduction to Project Management
Adamson Introduction to Project ManagementAdamson Introduction to Project Management
Adamson Introduction to Project Management
 
Transforming Project Delivery in MoD Defence Equipment and Support webinar
Transforming Project Delivery in MoD Defence Equipment and Support webinarTransforming Project Delivery in MoD Defence Equipment and Support webinar
Transforming Project Delivery in MoD Defence Equipment and Support webinar
 
The PM Revolution: Key Trends Propelling the Project Management Profession In...
The PM Revolution: Key Trends Propelling the Project Management Profession In...The PM Revolution: Key Trends Propelling the Project Management Profession In...
The PM Revolution: Key Trends Propelling the Project Management Profession In...
 
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...
Software proposal sample_project_1-_web_site_development_by_zx_7_of_november_...
 
PMO of the Year Award 2011 eBook
PMO of the Year Award 2011 eBookPMO of the Year Award 2011 eBook
PMO of the Year Award 2011 eBook
 
Tor New 1322966
Tor New 1322966Tor New 1322966
Tor New 1322966
 
Adamson "Initiating the Project"
Adamson "Initiating the Project"Adamson "Initiating the Project"
Adamson "Initiating the Project"
 

Similaire à How to create and use a project RACI matrix

ScaleTopicCriteriaMaxYour PointsCommentsProblem OpportunitySta.docx
ScaleTopicCriteriaMaxYour PointsCommentsProblem  OpportunitySta.docxScaleTopicCriteriaMaxYour PointsCommentsProblem  OpportunitySta.docx
ScaleTopicCriteriaMaxYour PointsCommentsProblem OpportunitySta.docxtodd331
 
Literature review for managing projects effectively
Literature review for managing projects effectivelyLiterature review for managing projects effectively
Literature review for managing projects effectivelyRamy F. Radwan
 
Recruiting for Drupal #Hiring
Recruiting for Drupal #HiringRecruiting for Drupal #Hiring
Recruiting for Drupal #HiringGaurav Gaur
 
Prerequisites — Classes or Knowledge Required for this Course.pdf
Prerequisites — Classes or Knowledge Required for this Course.pdfPrerequisites — Classes or Knowledge Required for this Course.pdf
Prerequisites — Classes or Knowledge Required for this Course.pdfmarketing413921
 
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?Flevy.com Best Practices
 
This week we start looking at project Scope and.docx
This week we start looking at project Scope and.docxThis week we start looking at project Scope and.docx
This week we start looking at project Scope and.docxwrite31
 
Project Plan Project
Project Plan ProjectProject Plan Project
Project Plan ProjectTracy Jimenez
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universitydgahdazncvn
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universitydfdhdfhdg
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universitydsvxxcvxc
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityscorpiosns123
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityiutiuriaolcom
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityadadscacascas
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityfdbdfbdx
 
my micro project of Business Communication (22009)..pdf
my micro project of Business Communication (22009)..pdfmy micro project of Business Communication (22009)..pdf
my micro project of Business Communication (22009)..pdfBhaveshNehare
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universitykghkghfh
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityfnfgnvcn
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universitysmith54655
 

Similaire à How to create and use a project RACI matrix (20)

ScaleTopicCriteriaMaxYour PointsCommentsProblem OpportunitySta.docx
ScaleTopicCriteriaMaxYour PointsCommentsProblem  OpportunitySta.docxScaleTopicCriteriaMaxYour PointsCommentsProblem  OpportunitySta.docx
ScaleTopicCriteriaMaxYour PointsCommentsProblem OpportunitySta.docx
 
Literature review for managing projects effectively
Literature review for managing projects effectivelyLiterature review for managing projects effectively
Literature review for managing projects effectively
 
Recruiting for Drupal #Hiring
Recruiting for Drupal #HiringRecruiting for Drupal #Hiring
Recruiting for Drupal #Hiring
 
Prerequisites — Classes or Knowledge Required for this Course.pdf
Prerequisites — Classes or Knowledge Required for this Course.pdfPrerequisites — Classes or Knowledge Required for this Course.pdf
Prerequisites — Classes or Knowledge Required for this Course.pdf
 
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?
[Whitepaper] How to Conduct RACI Charting and Analysis Professionally?
 
Ben Mkt 347 Week 4
Ben Mkt 347 Week 4Ben Mkt 347 Week 4
Ben Mkt 347 Week 4
 
This week we start looking at project Scope and.docx
This week we start looking at project Scope and.docxThis week we start looking at project Scope and.docx
This week we start looking at project Scope and.docx
 
Project Plan Project
Project Plan ProjectProject Plan Project
Project Plan Project
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry universityMgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
my micro project of Business Communication (22009)..pdf
my micro project of Business Communication (22009)..pdfmy micro project of Business Communication (22009)..pdf
my micro project of Business Communication (22009)..pdf
 
Project
ProjectProject
Project
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 
Mgmt404 entire class course project + all 7 weeks i labs devry university
Mgmt404 entire class course project + all 7 weeks i labs  devry universityMgmt404 entire class course project + all 7 weeks i labs  devry university
Mgmt404 entire class course project + all 7 weeks i labs devry university
 

Plus de PM Majik

Agile: A guide to creating a project burndown chart
Agile: A guide to creating a project burndown chartAgile: A guide to creating a project burndown chart
Agile: A guide to creating a project burndown chartPM Majik
 
PMO (Project Management Office) Meaning
PMO (Project Management Office) MeaningPMO (Project Management Office) Meaning
PMO (Project Management Office) MeaningPM Majik
 
8 project management reports you need for your project
8 project management reports you need for your project8 project management reports you need for your project
8 project management reports you need for your projectPM Majik
 
5 steps project change control process
5 steps project change control process5 steps project change control process
5 steps project change control processPM Majik
 
PMO standardisation - simple tracking process
PMO standardisation - simple tracking processPMO standardisation - simple tracking process
PMO standardisation - simple tracking processPM Majik
 
PMO OBjectives - a quick guide
PMO OBjectives - a quick guidePMO OBjectives - a quick guide
PMO OBjectives - a quick guidePM Majik
 
How to set up a project management office (PMO)
How to set up a project management office (PMO)How to set up a project management office (PMO)
How to set up a project management office (PMO)PM Majik
 

Plus de PM Majik (7)

Agile: A guide to creating a project burndown chart
Agile: A guide to creating a project burndown chartAgile: A guide to creating a project burndown chart
Agile: A guide to creating a project burndown chart
 
PMO (Project Management Office) Meaning
PMO (Project Management Office) MeaningPMO (Project Management Office) Meaning
PMO (Project Management Office) Meaning
 
8 project management reports you need for your project
8 project management reports you need for your project8 project management reports you need for your project
8 project management reports you need for your project
 
5 steps project change control process
5 steps project change control process5 steps project change control process
5 steps project change control process
 
PMO standardisation - simple tracking process
PMO standardisation - simple tracking processPMO standardisation - simple tracking process
PMO standardisation - simple tracking process
 
PMO OBjectives - a quick guide
PMO OBjectives - a quick guidePMO OBjectives - a quick guide
PMO OBjectives - a quick guide
 
How to set up a project management office (PMO)
How to set up a project management office (PMO)How to set up a project management office (PMO)
How to set up a project management office (PMO)
 

Dernier

How The Hustle Milestone Referral Program Got 300K Subscribers
How The Hustle Milestone Referral Program Got 300K SubscribersHow The Hustle Milestone Referral Program Got 300K Subscribers
How The Hustle Milestone Referral Program Got 300K SubscribersFlyyx Tech
 
The Smart Bridge Interview now Veranda Learning
The Smart Bridge Interview now Veranda LearningThe Smart Bridge Interview now Veranda Learning
The Smart Bridge Interview now Veranda LearningNaval Singh
 
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAYLouis Malaybalay
 
Mist Cooling & Fogging System Company in Saudi Arabia
Mist Cooling & Fogging System Company in Saudi ArabiaMist Cooling & Fogging System Company in Saudi Arabia
Mist Cooling & Fogging System Company in Saudi Arabiaopstechsanjanasingh
 
L-1 VISA Business (Plan Sample) - Plan Writers
L-1 VISA Business (Plan Sample) - Plan WritersL-1 VISA Business (Plan Sample) - Plan Writers
L-1 VISA Business (Plan Sample) - Plan WritersPlan Writers
 
0311 National Accounts Online Giving Trends.pdf
0311 National Accounts Online Giving Trends.pdf0311 National Accounts Online Giving Trends.pdf
0311 National Accounts Online Giving Trends.pdfBloomerang
 
Shopclues: Failure & Solutions in Business Model
Shopclues: Failure & Solutions in Business ModelShopclues: Failure & Solutions in Business Model
Shopclues: Failure & Solutions in Business ModelBhaviniSharma12
 
10 Tips for Great Teams CSUN Conference 2024
10 Tips for Great Teams CSUN Conference 202410 Tips for Great Teams CSUN Conference 2024
10 Tips for Great Teams CSUN Conference 2024Nate Evans
 
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities ppt
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities pptBus Eth ch3 ppt.ppt business ethics and corporate social responsibilities ppt
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities pptendeworku
 
Strategic Resources Corporate Presentation - March 2024 Update
Strategic Resources Corporate Presentation - March 2024 UpdateStrategic Resources Corporate Presentation - March 2024 Update
Strategic Resources Corporate Presentation - March 2024 UpdateAdnet Communications
 
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptxStreamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptxPaulBryant58
 
AirOxi - Pioneering Aquaculture Advancements Through NFDB Empanelment.pptx
AirOxi -  Pioneering Aquaculture Advancements Through NFDB Empanelment.pptxAirOxi -  Pioneering Aquaculture Advancements Through NFDB Empanelment.pptx
AirOxi - Pioneering Aquaculture Advancements Through NFDB Empanelment.pptxAirOxi Tube
 
Mist Cooling & Fogging System Company in Egypt
Mist Cooling & Fogging System Company in EgyptMist Cooling & Fogging System Company in Egypt
Mist Cooling & Fogging System Company in Egyptopstechsanjanasingh
 
14 march 2024-capital-markets-update eni.pdf
14 march 2024-capital-markets-update eni.pdf14 march 2024-capital-markets-update eni.pdf
14 march 2024-capital-markets-update eni.pdfEni
 
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...Reframing Requirements: A Strategic Approach to Requirement Definition, with ...
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...Jake Truemper
 
Dashboards y paneles - CP Home - Area de Operaciones
Dashboards y paneles - CP Home - Area de OperacionesDashboards y paneles - CP Home - Area de Operaciones
Dashboards y paneles - CP Home - Area de OperacionesLPI ONG
 
NVIDIA's overall business overview Presentation.pptx
NVIDIA's overall business overview Presentation.pptxNVIDIA's overall business overview Presentation.pptx
NVIDIA's overall business overview Presentation.pptxKrutik Rakade
 
Digital Marketing Training Program skills s
Digital Marketing Training Program skills sDigital Marketing Training Program skills s
Digital Marketing Training Program skills sgodxzyrox
 
Record of Module Forensic photography in
Record of Module Forensic photography inRecord of Module Forensic photography in
Record of Module Forensic photography inalexademileighpacal
 

Dernier (20)

How The Hustle Milestone Referral Program Got 300K Subscribers
How The Hustle Milestone Referral Program Got 300K SubscribersHow The Hustle Milestone Referral Program Got 300K Subscribers
How The Hustle Milestone Referral Program Got 300K Subscribers
 
The Smart Bridge Interview now Veranda Learning
The Smart Bridge Interview now Veranda LearningThe Smart Bridge Interview now Veranda Learning
The Smart Bridge Interview now Veranda Learning
 
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY
3BBE: THE FUTURE OF ECOMMERCE PRESENTATION - LOUIS MALAYBALAY
 
Mist Cooling & Fogging System Company in Saudi Arabia
Mist Cooling & Fogging System Company in Saudi ArabiaMist Cooling & Fogging System Company in Saudi Arabia
Mist Cooling & Fogging System Company in Saudi Arabia
 
L-1 VISA Business (Plan Sample) - Plan Writers
L-1 VISA Business (Plan Sample) - Plan WritersL-1 VISA Business (Plan Sample) - Plan Writers
L-1 VISA Business (Plan Sample) - Plan Writers
 
0311 National Accounts Online Giving Trends.pdf
0311 National Accounts Online Giving Trends.pdf0311 National Accounts Online Giving Trends.pdf
0311 National Accounts Online Giving Trends.pdf
 
Shopclues: Failure & Solutions in Business Model
Shopclues: Failure & Solutions in Business ModelShopclues: Failure & Solutions in Business Model
Shopclues: Failure & Solutions in Business Model
 
10 Tips for Great Teams CSUN Conference 2024
10 Tips for Great Teams CSUN Conference 202410 Tips for Great Teams CSUN Conference 2024
10 Tips for Great Teams CSUN Conference 2024
 
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities ppt
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities pptBus Eth ch3 ppt.ppt business ethics and corporate social responsibilities ppt
Bus Eth ch3 ppt.ppt business ethics and corporate social responsibilities ppt
 
Strategic Resources Corporate Presentation - March 2024 Update
Strategic Resources Corporate Presentation - March 2024 UpdateStrategic Resources Corporate Presentation - March 2024 Update
Strategic Resources Corporate Presentation - March 2024 Update
 
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptxStreamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
 
AirOxi - Pioneering Aquaculture Advancements Through NFDB Empanelment.pptx
AirOxi -  Pioneering Aquaculture Advancements Through NFDB Empanelment.pptxAirOxi -  Pioneering Aquaculture Advancements Through NFDB Empanelment.pptx
AirOxi - Pioneering Aquaculture Advancements Through NFDB Empanelment.pptx
 
Mist Cooling & Fogging System Company in Egypt
Mist Cooling & Fogging System Company in EgyptMist Cooling & Fogging System Company in Egypt
Mist Cooling & Fogging System Company in Egypt
 
14 march 2024-capital-markets-update eni.pdf
14 march 2024-capital-markets-update eni.pdf14 march 2024-capital-markets-update eni.pdf
14 march 2024-capital-markets-update eni.pdf
 
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...Reframing Requirements: A Strategic Approach to Requirement Definition, with ...
Reframing Requirements: A Strategic Approach to Requirement Definition, with ...
 
Dashboards y paneles - CP Home - Area de Operaciones
Dashboards y paneles - CP Home - Area de OperacionesDashboards y paneles - CP Home - Area de Operaciones
Dashboards y paneles - CP Home - Area de Operaciones
 
WAM Corporate Presentation Mar 12 2024_Video.pdf
WAM Corporate Presentation Mar 12 2024_Video.pdfWAM Corporate Presentation Mar 12 2024_Video.pdf
WAM Corporate Presentation Mar 12 2024_Video.pdf
 
NVIDIA's overall business overview Presentation.pptx
NVIDIA's overall business overview Presentation.pptxNVIDIA's overall business overview Presentation.pptx
NVIDIA's overall business overview Presentation.pptx
 
Digital Marketing Training Program skills s
Digital Marketing Training Program skills sDigital Marketing Training Program skills s
Digital Marketing Training Program skills s
 
Record of Module Forensic photography in
Record of Module Forensic photography inRecord of Module Forensic photography in
Record of Module Forensic photography in
 

How to create and use a project RACI matrix

  • 1. How to create and use a project RACI template Author: PM Majik Copyright 2019. All rights reserved. www.pmmajik.com
  • 2. Contents 1.0 Purpose of this presentation 2.0 What is a project RACI matrix? 3.0 What does the RACI acronym stand for? 4.1 Create sketch of RACI matrix template 4.2 Create electronic version of RACI matrix template 4.3 RACI matrix template download 5.1 Lists the tasks and activities to include in the RACI matrix 5.2 Identify potential owners 5.3 Identify the roles 5.4 Solicit feedback and review 5.5 Further analysis and review 6.0 Tips for success with a RACI matrix 7.0 How to use a RACI matrix during a project 8.0 Summary 9.0 PM Majik members area 10.0 PMO resources Copyright 2019. All rights reserved. www.pmmajik.com
  • 3. 1.0 Purpose of this presentation The purpose of this presentation is to provide: • Overview of project RACI matrix • How to create a project RACI matrix template • How to use a project RACI matrix template This will mean you will be able to create your own project RACI matrix. BONUS This presentation includes links to download a Project RACI Template. Remember this presentation can only provide general guidelines. You should always adapt to meet the need of your organisation. Copyright 2019. All rights reserved. www.pmmajik.com
  • 4. 2.0 What is a project RACI Matrix? Copyright 2019. All rights reserved. www.pmmajik.com A RACI Matrix identifies the roles and responsibilities for each project task or decision. For a large project, this activity can be challenging and time consuming. But remember, it is always good to get these issues out on the table early on before a real problem arises. The resulting discussions and debates over roles and responsibilities can take time to resolve, but they will be easier to resolve in an abstract context, than when you are in the middle of a project crisis.
  • 5. 3.0 What does the RACI acronym stand for? Copyright 2019. All rights reserved. www.pmmajik.com Responsible, Accountable, Consulted, Informed; each letter in the acronym represents the level of responsibility. Responsible: The person who does the work to complete the task. Every task needs at least one “Responsible” party. You may have more and that’s okay. Accountable: The person that delegates the work and is the one to determine when the work is complete. They have responsibly for quality and timeliness, along with ensuring the “Responsible” party has what they need to complete the task. In many cases, the “Responsible” individual is also “Accountable” for the task. **IMPORTANT: Only one person should be accountable for a task. Consulted: This is generally subject matter experts, they are individuals who are contacted to provide advice before, during, and sometimes after a task is completed. They do not work on the task directly. **The more individuals or groups that are “Consulted”, the longer it will take to complete a task. Informed: These team members simply need to be kept in the loop on the task progress. In many cases, being “Informed” may only happen when a task is completed. However, they might be informed if there is a hold-up or if the details of the task have changed. In some instances, completing one task starts the next task. The person “Responsible” for that task also needs to be “Informed”.
  • 6. 4.1 Create sketch of RACI matrix template Copyright 2019. All rights reserved. www.pmmajik.com • Before trying to start creating the RACI matrix in electronic format, it is a good idea to sketch out a draft on paper. • It is surprising that as you start to map out the design, you realise of items that you need to include. • Creating the initial sketch helps to surface these items early and saves time reworking the electronic version. • Note: this is good practice for all project template design.
  • 7. 4.2 Create electronic version of RACI matrix template Copyright 2019. All rights reserved. www.pmmajik.com Within your chosen Office tool (I am going to use Microsoft Excel to provide the example). Create the columns you need starting at column B. You should add a column for each Name / Function / Business, etc who needs to be included in the RACI. Add a row for each of the activities where you need to assign ownership. It is good idea to add a heading that clearly describes what the RACI is for i.e. “Production of business requirements document for online store”. You may wish to create a drop down of the permitted values that will be entered into each row / column of the RACI matrix. The values should be: R = Responsible A = Accountable C = Consulted I = Informed N/A = Not Applicable The project RACI matrix template is now ready to be used. Activity Sponsor Project Manager BA Lead Development Manager Support Manager Create business requirements Review business requirements Sign-off business requirements Name /Function /Business Business Requirements RACI Matrix
  • 8. 4.3 RACI matrix template download Copyright 2019. All rights reserved. www.pmmajik.com In order to get you started, I have included a link below that will enable you to download a copy of the RACI matrix template used in this presentation. If you find this article and template useful, please take a moment to share or like via social media. RACI matrix template download https://www.pmmajik.com/wp-content/uploads/2019/05/RACI_Matrix_Template.xlsx Activity <Name> <Name> <Name> <Name> <Name> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> <INSERT ACTIVITY> Name / Function / Business RACI Matrix
  • 9. 5.1 List the decisions and tasks to include in RACI matrix • To start the RACI Matrix, you will need to have completed the Work Breakdown Structure (WBS) which will provide you with a comprehensive list of tasks for the project or a phase of the project. • You will need a list of all the tasks for the project and the decisions that need to be made during the project. • On your RACI Matrix, this list will be placed in the first column on the left of your matrix. Copyright 2019. All rights reserved. www.pmmajik.com
  • 10. 5.2 Identify list of potential owners • Next, list all of the people involved with the project. If you do not have names you can list the role. • Careful using organization or group names, as it is difficult for a group to be “Responsible” or “Accountable”, these should always be an individual, in the case of a group or department, select the department head, or consult the them on who should have these roles. It is not uncommon to see a group listed as “Consulted” or “Informed” – but be leery of multiples in the “Accountable” role. • These names will be listed across the top of matrix columns starting at the second column. With the tasks down the first column and the names or roles listed across the remaining columns, you now have a Matrix! Copyright 2019. All rights reserved. www.pmmajik.com
  • 11. 5.3 Identify the roles • This activity can be done first by the project manager or a small group, or you can get the lager project team together to complete the task together. • Start by identifying the person or persons “Responsible” for each task, by placing an “R” in the box for their name and the task. Then, go back through the tasks again and identifying the “Accountable” party, placing an “A” in the appropriate box. And finally determine the “C’s” and the “I’s” – “Consulted” and “Informed”. • Or, another way to tackle it is to take one task at a time and working through the roles for each task. Ultimately, you need to have at least one person identified for each role on each task or decision. Copyright 2019. All rights reserved. www.pmmajik.com
  • 12. 5.4 Solicit feedback and revise • If you completed the initial Matrix yourself or with a smaller group, you will want to solicit input from the rest of the project team. You can distribute it among the team members that did not participate in the creation and ask for feedback. Or you can schedule an interactive meeting where these items are reviewed. • Arranging a meeting to review the RACI is often more productive and will likely create debate about roles and responsibilities. You want this debate to happen, you want to hear all the various issues and get these things nailed down early, at this stage in the project. Having these discussions now will only help your project succeed. • The time spent on building your RACI Matrix is not wasted time, it is an investment. You are clearing the air and ensuring everyone agrees on the project roles and responsibilities. Don’t get frustrated during this process if your Matrix is revised and updated many times. The simple process of walking through this information will help clarify project tasks and responsibilities, saving you hours of time and conflict later in the project. Copyright 2019. All rights reserved. www.pmmajik.com
  • 13. 5.5 Further analysis and review • During your review of the RACI Matrix you can use the tool to evaluate the project load on your project team members. Do a vertical analysis, look at each individual’s column. • Does an individual have a lot of “R’s”? Should you spread the weight of the project across other team members? • If there an individual with no “R’s” or “A’s”? What exactly is their role on the project? • Now, evaluate that each task is properly covered. Look at your Matrix horizontally, checking each task row. • A task with no “R”? Who is doing the job? • A task with no “A”? There must be someone to be accountable for tasks. • Are there too many “A’s” for one task? This can cause confusion, you don’t want too many “managers”. • Is every box filled in for a task? Are there a lot of “C’s” and “I’s”? Does everyone really need to be consulted or informed? Too many people involved can slow down project. • The process of developing a RACI Matrix allows the project manager and the project team to consider; what people think their jobs are, what others think another person’s job function is and how it should be carried out, and what people actually do in carrying out their job. Copyright 2019. All rights reserved. www.pmmajik.com
  • 14. 6.0 Tips for success with a RACI matrix • Ensure that a RACI Matrix will be beneficial for the project, think about how it will be used and why. • Check that only one person or role is assigned as “Accountable”, and not a group. Multiple people which can lead to confusion and slower decision making. • “Informed” is not everyone on the project – this indication of “Informed” does not replace the need for regular project status updates, etc. This is task specific, use it when the individuals will be impacted by the task or deliverable, or those with a vested interest. • Never create a RACI Matrix in isolation. Solicit input and feedback from your core project stakeholders – gain consensus and buy-in. Copyright 2019. All rights reserved. www.pmmajik.com
  • 15. 7.0 How to use a RACI Matrix during a project There are several applications for using the RACI Matrix during the project. The first two most obvious are; •share the RACI during the Project Kick off events, and •use the RACI as a resource when onboarding a new team member. •But there are other times your RACI Matrix will come in handy. •When a conflict arises, or a task is delayed or modified; the RACI Matrix will tell you who needs to be engaged to resolve the issue. •For larger project decisions, you can simply use the “Accountable” list of individuals to schedule meetings and gain project consensus – as these are your decision makers. Not every project will need a RACI Matrix. This tool is especially useful for larger complex projects. However, don’t dismiss the RACI on smaller projects. If you foresee possible role conflicts within a smaller project, the exercise of completing the RACI Matrix during the planning stages of the project will serve you later in the project. Copyright 2019. All rights reserved. www.pmmajik.com
  • 16. 8.0 Summary A project RACI matrix will help ensure that all activities have the correct ownership and are communicated to the appropriate parties. You can create your own project RACI matrix by: 1. Identify where RACI matrix is needed 2. Create sketch of design 3. Create electronic version of RACI template 4. Lists the decisions and tasks to be included 5. Identify list of potential owners 6. Identify the roles 7. Solicit feedback and revise 8. Further analysis and review Copyright 2019. All rights reserved. www.pmmajik.com Additional Resources https://www.pmmajik.com/how-create-and-use-a-project-raci-matrix/ https://www.pmmajik.com/project-raci-matrix-template/
  • 17. 9.0 PM Majik Members Area If you would like to find out more about the resources and frameworks available exclusively to PM Majik Member’s, please visit: Visit https://www.pmmajik.com/members/ PM Majik Website You will find many a wide range of resources, all with video tutorials, designed to help with the set-up of project and PMO processes. These resources are being added to on an on-going basis based on the needs of the PM Majik community. Copyright 2019. All rights reserved. www.pmmajik.com
  • 18. 10.0 PMO resources If you want more information, visit www.pmmajik.com where you will find lots of project and PMO resources including the FREE guide, 7 Steps to Set-Up a PMO. Visit https://www.pmmajik.com/set-pmo/ PM Majik Website On the PM Majik website you will find over 200 articles that contain practical and pragmatic tips and insights for designing, mobilising and managing a PMO. New articles are added weekly. Topic requests are encouraged from the community. Copyright 2019. All rights reserved. www.pmmajik.com