How the RACI Matrix Will Streamline Your Project Lifecycle

The RACI model approach to RAM employs four roles that indicate how involved a person is in a task or project. RACI Solutions empowers collaboration, accountability, and speed-to-decision for complex organizations and cross-functional teams. We provide training materials, custom workshops, and horizontal leadership development.

  • Project management tools update in real time, so you can see exactly where you are in the approval process.
  • In this example we’ll consider a typical, run-of-the-mill web design project.
  • A recent McKinsey study highlighted three key areas for engaging external stakeholders effectively — a corporate purpose, active use of technology, and organizational agility.
  • If you have to meet with anyone as part of the team you want to be sure they know what’s happening and when.
  • If you’ve never heard of this framework before, let’s try a hypothetical scenario to show you, its value.
  • A RACI chart is a simple tool that makes projects easier to manage by creating less confusion and more accountability.

The one team might excel at communication, the other is able to focus on their own tasks exceptionally well. Another team is small enough to take sufficient time to complete various tasks. In such cases, it’s not necessary to take an extra step with the RACI Matrix. Generally speaking, the project raci model definitions manager will keep the original matrix, but every project should have its own RACI matrix. That’s because each project is different and has a different complexity level. The milestones are also different and the team members may have changed, or the team may have been completely replaced.

What Does RACI Stand For?

For example, a company’s website redesign would require design, copy and development teams to work on tasks concurrently. Each task would affect work in sales, marketing, finance and business development. Structural changes, timelines and major costs would require input and approval from senior management. For example, I know in creating this article that I’m the responsible party, because I’m doing the work of writing.

raci model definitions

For example, an organisation may have ten employees who can perform the role of project manager and one person can perform the role of project manager and business analyst. Informed persons are those that need to stay in the loop of communication throughout the project. These individuals do not have to be consulted or be a part of the decision-making, but they should be made aware of all project updates. Typically, this party are business owners or stakeholders that are more interested in viewing the project at a 30,000-foot view.

What is the downside of the RACI model?

In addition, directors shouldn’t be bothered with an intern’s latest project. By establishing clear “Informed” parties, executive avoid the headaches of micromanagement. CoSchedule is an industry-leading marketing management and editorial calendar platform. It’s mission control for your entire marketing team to help you organize every project in one place. You can use these four RACI codes as a language—a kind of shorthand—to talk about accountability and authority in your workplace, without ever taking the next step of constructing a formal RACI matrix. This way of using RACI—call it RACI Lite—is powerful all by itself and will enhance collaboration tremendously—all you have to do is know what you’re talking about.

raci model definitions

Not only would this have made the meeting smaller, but it would also have probably resulted in a faster outcome. Identifying the right people to consult saves the project and the organization time and money. In case of confusion about the project or the activities, it’s time to distribute the original project plan among the team. Discuss the filled-in RACI matrix with everyone of the project team, the sponsors, and all relevant stakeholders. For instance it is possible that the executive sponsor wants to be the one to meet the client to gain approval or discuss the requirements. It’s important to keep track of exactly who will be working on a certain task or project.

Focus areas RACI Matrix

Instead of creating the perfect matrix, stay realistic and understand that a project often turns out differently than planned. Each task and each column in the RACI Matrix must allow for a clear responsibility and decision. For the sake of efficiency and effectiveness, do not include things like team meetings in the matrix. It’s often the case that the role of Accountable is not part of the RACI Matrix.

raci model definitions

The RACI chart identifies who is responsible and accountable for different goals and deadlines, who should be consulted before making decisions, and who must be informed of project milestones and decisions. A RACI is not something you can pop on a SharePoint site or Confluence page and expect everyone to align with magically. It requires communication and buy-in from everyone listed on the chart. Please make time to speak with them individually and ensure they understand the tasks and the RACI definitions. RACI charts can be used on all projects and are just as valuable for agile project management as in traditional project frameworks. Even with a shared vision, there can be confusion about who will do the work, who will be accountable for the work, and who we need to talk to to get things moving.

What is the difference between a project plan and RACI?

Second, keep in mind that occasionally there are roles that don’t fit the mold. For instance, while each task will need a responsible and accountable party, it may not be necessary to inform or consult on the work. Especially in large projects with many moving parts, reducing clutter can improve efficiency and clarity. Chances are, you didn’t clarify project roles and responsibilities in your roadmap.

The engineer who is not in any way connected to sales, provides information in order to complete the document (contributor). These charts, while different from PERT charts, are especially useful if your stakeholders may be taking on different roles throughout the project. For example, there could be a stakeholder who is Responsible on one deliverable but Informed on another. With a RACI chart, you can clearly outline these details and make sure everyone knows who’s responsible for what. Examples include the project manager, executive sponsor, product manager, software developer, and business analyst. If you want to take your company-wide project planning and execution to the next level, it’s worth seeking out support in the form of a powerful project management solution.

How to use RACI charts for improved project ownership and team collaboration

Learn all about gantt charts and how to use them to manage projects more easily. Use Lucidchart to create clear RACI models with ease and never fall behind on a project again. Next, invite your project team – this can be made up of internal team members, client team members, and even freelancers. Creating a RACI matrix is easy to do, and there are several templates available online that can be used as a starting point.

Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management. In Agile organizations, cross-functional teams and collaboration is the default.

Ready to simplify your project management?

The matrix design of the RACI Matrix describes the participation of the various functional roles in the project or business process, in completing tasks or results. For simple projects, it doesn’t always make sense to create a formal RACI model and roll it out to the team. Sometimes a «less is more» strategy works better if you seek immediate results. The RACI approach also supports complex projects, especially those with many dependencies. Looking at the RACI makes it instantly clear who can provide information about those tasks you depend on, and those that depend on you..

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