RACI Matrix Worksheet

This Information Management program document defines clear roles and responsibilities for building and operating an enterprise content management capability. It reads like a responsibility assignment matrix using the RACI model to clarify who is responsible, accountable, consulted, and informed for key deliverables. The scope spans content integrity and security, system health monitoring, backup and restore, disaster planning, vendor relationships, taxonomy and categorization design, content validation and expiration, capacity planning, code deployments, and budget and priority setting.

The accountable role sits with leadership that provides planning and budget, and sets program vision. Content Managers and owners supervise content tools, policies, and compliance, while Content Authors carry the responsible role for authoring, style guidelines, classification, and audience and security settings. Content Specialists and Analysts validate submissions, conduct audits, and coordinate documentation.

IT, architects, and developers perform technical design, maintenance, upgrades, hot fixes, and performance tuning, and they ensure integration, migration, and operational support. External service providers contribute when new applications or releases require updates. Subject matter experts are consulted to validate accuracy, and stakeholders are kept informed through status updates and process communications. This structure increases accountability, clarifies decision rights, and keeps teams in sync across project phases.

Organizations can operationalize this with an RACI template in Microsoft Excel or Google Sheets. Build a matrix table listing project phases and tasks on rows and team members on columns, then assign R, A, C, I per task using an Excel data validation list and color-code assignments with conditional formatting. Add due dates, a status field, and a work breakdown by phase; link to a Gantt chart or activity schedule to view RACI assignments alongside milestones.

Advantages of RACI include project clarity, improved communication, and better coordination; disadvantages can be time-consuming setup, perceived overly restrictive rules, or lack of buy-in, so train during onboarding, use a single accountable per task, and document do's and don'ts. RACI alternatives such as RASCI (supportive role), DACI, RAPID, or the CARS model may fit different decision-making needs.

Use cases include IT service management knowledge bases (ITIL RACI for incident management and change management with a CAB change advisory board), cross-supplier content integrations, and agile planning where sprint tasks assign R, A, C, and I for taxonomy updates or code deployments.

Proposal Kit can help teams assemble documents like this with templates for Microsoft Word, automated line-item quoting in proposals, and an AI Writer to produce companion materials. Its extensive template library and document assembly tools make it easier to define project roles, list tasks and deliverables, and keep everyone informed without complexity.

Expanding on the program, a practical way to operationalize these responsibilities is to implement a responsibility assignment matrix where RACI stands for responsible, accountable, consulted, and informed. RACI definitions help define roles and clarify decision rights and decision authority so project stakeholders, the project board, project sponsors, the project manager, change owner, technical representative, and customer all know who is the decision maker and who must be kept informed. Phase by phase, this improves project accountability, stakeholder engagement, and task ownership and helps keep teams in sync and keep the project on track.

Many teams build a RACI chart in an Excel worksheet or Google Sheets RACI. A simple RACI matrix template or RACI chart template can include template headers such as project title, project manager name, project stakeholders, project phases list, project deliverables, project milestones, and a list of team members and roles. Using an Excel RACI template or RACI matrix template, assign roles and assign responsibilities by selecting R, A, C, or I from a drop-down list fed by an Excel data range, and apply an Excel conditional formatting rule to color-code assignments.

An Excel workbook or Google Sheets download can include a sample RACI chart with a template with example data, status fields, and links to a Gantt view using TeamGantt. You can project phases organized from initiate to execute and tie RACI to project phase activities and the approval process. This is also compatible with agile framework work: an agile RACI, agile RACI matrix, or agile planning RACI clarifies the consulted role and informed role on sprint decisions.

Consider RACI alternatives such as a RACI matrix (adding a supportive role), or RACI vs RASCi vs DACI matrix, and the RAPID framework (driver, approver, contributor, informed; recommend, agree, perform, input, decide; communicate approver, responsible, support). RACI origins are in clarifying roles to avoid confusion; a raci faq can address disadvantages of RACI, like setup time or lack of buy-in, which training and onboarding can mitigate. In IT, apply an ITIL RACI with Gantt for service management RACI, incident management RACI, or RACI for ITIL change management across suppliers using a cross-supplier template. Assign R A C I per task, assign RACI values to consulted and informed roles, and keep everyone in the loop with status updates.

Proposal Kit supports this effort by assembling project governance narratives, a worksheet for roles and definitions, and RACI roles and responsibilities template content using its extensive template library. Its AI Writer can write supporting materials, while automated line-item quoting aligns budgets to deliverables. Teams can pair these documents with their own templates for Microsoft Excel or templates for Google Sheets to build an Excel RACI chart, RACI roles template, RACI model template, and matrix template that integrate smoothly with the overall project plan.

Further strengthening the program, organizations should emphasize project stakeholders' clarity in large complex projects by using an RA (responsible accountable) check before adding consulted and informed. This simple step clarifies responsibilities, helps clarify roles and team roles, and ensures every activity has a single decision owner while others keep informed. When subject matter expertise is required, the consulted role captures that input without diluting authority, which improves RACI responsibility assignment discipline and keeps the project team aligned.

A practical RACI example drawn from this program's workflow can serve as a RACI matrix example: to validate content and classify, the Content Author is responsible, the Content Manager is accountable, Subject Matter Experts are consulted, and IT operations are informed. For code deployment to production, the technical representative is responsible, the change owner is accountable, Content Analysts are consulted, and project sponsors are informed. These assignments make those who are responsible accountable, consulted, informed, and explicit, reduce rework, and keep the project on track.

Implementation can be lightweight. Provide an Excel download or Google Sheets file with template components that include a project phases initiate, execute, view, task list, owners, and R/A/C/I fields. Assigning RACI roles via a drop-down and color rules lets teams see gaps fast.

Add a section to keep stakeholders in the loop and a log of changes per phase. Pair this with a short guide on how to assign roles and assign responsibilities, plus a checklist that maps decision points to a decision maker. Over time, this approach scales to large complex projects while maintaining project stakeholders' clarity and momentum.

How do you write a RACI Matrix Worksheet document?