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Can a RACI matrix improve your proposal process?

A RACI Matrix is not the same thing as a project plan, or even a Project Initiation Document . Sometimes, it is also possible to use the position titles or team names. However, when members see their names in the matrix, this promotes their engagement.

what is  RACI matrix

RACI is an acronym to help teams clarify project roles and figure out who the responsible party is for any given task. Whether you’ve never heard of RACI before or you’re considering creating a RACI chart for your next project, here’s everything you need to know about how to create and use these charts. Remember, when you are running a big project, you need the help of all-in-one project management software like FoxPlan.

Key responsibility roles in RACI model

Task or DecisionR, A, C, and IIdentify ContractorsThe first task is to identify outside contractors to quote on the job. This responsibility falls to the project manager, meaning that she will do the work. The project manager must consult with her boss, the facilities manager, while completing this task. Once again, the project manager is responsible for reviewing the quotes and making a recommendation, but the facilities manager is accountable for the decision.

  • With project management software, every task has an assignee—that’s the Responsible.
  • This simple chart gives you an at-a-glance view of RACI meanings and how many people to assign to each role in your RACI matrix.
  • Also in this case, the plant manager and human resources manager must be kept informed regarding the contractor selection.
  • The tasks and responsibilities should not be detailed or drilled down to daily or even weekly tasks.
  • Deviating from established roles will lead to confusion and mistrust, and will reduce the power of the RACI Matrix.

One simple but reliable project management tool can protect against that. The RACI matrix clarifies project roles and obligations for everyone involved. Typically, informed individuals are from outside the project team and frequently from separate departments.

RACI (alternative scheme)

The goal of the RACI model is to bring structure and clarity regarding the roles that stakeholders play within a project. In fact, it was ranked as the highest-valued project management process. RACI stands for responsible, accountable, consulted, and informed. The RACI matrix, as the name suggests, is a matrix for responsibility assignment.

Creating and evaluating one is, in itself, an additional project step. If your project is small and roles are clear-cut, a project tracker may be all you need to assign tasks and monitor project progress. You can get a brief idea of how the roles and responsibilities for various project tasks come together by looking at the sample RACI matrix that is provided below. We’ve all been a part of projects that get held up by unclear approval processes. By assigning someone the role ofAccountable, you make sure that the right person is ready to approve the project, and that all final decisions are left to this individual. The people responsible for actually doing the work in order to complete the tasks and project.

Best Project Management Software for 2023

A RACI matrix is a chart that defines and documents ownership and responsibility at each stage of your project. Within the matrix, every task, milestone, and decision in the project is mapped out. Achieving a motivated team at its highest level of performance is not an easy task. With the 9 Box Talent Review, you can analyze the performance of your employees and contribute to their increased productivity in the company. RACI Chart can help remove ambiguities in the roles, responsibilities, accountability, and execution of projects.

what is  RACI matrix

Then enter the corresponding role for each letter in column B and their definitions in column C, like we’ve done in the example below. Let’s take a closer look at how you might put the RACI model to practical use on a project. You experience turnover on a team and need to onboard someone quickly to a new role. The project workload feels like it’s not distributed evenly. RAPID stands for Recommend, Agree, Perform, Input, Decide and is another decision-making framework used to define authority vs accountability. The Recommend role kicks things off by suggesting an action, while the Decide role has the ultimate say in how things move forward.

Quick Tips for Using a RACI Chart in Project Management

Some teams discover that the roles specified by the RACI model are just simply not enough for their projects. The process of creating a RACI matrix usually involves a single person doing most of the work while consulting the people who’ll be working on a project. Project managers are often responsible for creating a RACI matrix, but it’s simple enough that anyone can do it. Those who are listed as “consulted” in a RACI chart will provide input on specific tasks and deliverables. Quite often, they’re a subject matter expert with knowledge or a skill that’s uniquely valuable.

The RACI chart template can be reused for standardization, and typically the PMO will maintain the template. But each project will have varying degrees of complexity and milestones, and the chart should represent this. We really like this simple RACI chart that Adrian Neumeyer, founder and CEO of website Tactical Project Manager, created for a fictitious construction project. To get you started, we’ve made a RACI template for you here (there’s an example for a website launch under the blank chart). Follow each step below to fill out the chart for your project.

RFP response RACI matrix template

Making sure your team is on the same page helps you keep your project focused and on track. Using a RACI matrix is a great way to ensure that everyone on a project understands their roles and responsibilities. Most of the time, some tasks were not explicitly established up front, this method avoids having multiple people working on the same project at the same time or competing with one another.

what is  RACI matrix

See how TeamGantt has supported over 1 million users and companies worldwide in transforming their workflow. Be sure to assign the Responsible team members to tasks in TeamGantt. The decision-making or approval process could hold up the project. These team members simply need to be kept in the loop on project progress, rather than roped into the details of every deliverable. Similar to Consulted parties, Informed parties are often less hands-on and have less understanding of day-to-day project operations. As the project goes on, make sure to keep detailed notes to keep the Informed party up-to-date on key information.


The person or people who will do the work required to complete a task or make a decision. Most projects will require multiple people to be responsible for items and steps throughout the project. In the first step, you should identify all roles or people and, in the second, identify the tasks and results within the project. In the third step, you should assign the tasks to the individual people or roles and, in the fourth, discuss everything with the team before starting. In this step, the matrix should be constantly monitored and conclusions should be drawn for incorporation into the next RACI matrix planning.

authors jenny oikonomou

Τζένη Οικονόμου

Από το μόντελινγκ, στη διοργάνωση επιδείξεων και τις δημόσιες σχέσεις, όλη μου η ζωή περιστρέφεται γύρω από το χώρο της μόδας, που αποτελεί και τη μεγάλη μου αγάπη! Επιλέγω να βλέπω τη θετική πλευρά της ζωής και πιστεύω πως ενωμένοι καταφέρνουμε περισσότερα, γι’ αυτό και είναι μεγάλη μου χαρά που αποτελώ κομμάτι της ομάδας του Likewoman!