This template breaks down your project action plan in terms of the relationship each project role has to each specific project task. Tasks are specific action items that once completed, will help you achieve the broad strategic goals of your project. Once you have listed your project tasks in the first column of our editable spreadsheet, you will essentially have a roadmap of what needs to be done once your project kicks off. This brings us to our next critical question: who will be working on these tasks?
In this template, we use the generic category of roles (say, technician, researcher, designer, manager) – instead of names of individual team members or teams. For this reason, this particular template is perfect for the conceptual or planning stage of your project when you have still not yet hired any particular person for the job.
Now that you have a list of project roles that will be working on these tasks, you are all set to use the RACI model. Assign a specific task ownership level to each project role for each project task: Responsible, Accountable, Consulted, and Informed. If you are not sure what these levels entail, there’s no need to panic since we have a short RACI User Guide right below our mainsheet where we explain what each of these levels means and how they differ from each other.
As you can see, we use a color-coded system to help you more quickly and easily visualize the relationship of each task to each project role. To personalize this template, mention the name of the project as well as the project manager in the space at the top. Note also that, unlike other templates, here, we do not club tasks based on any particular order or logic, say, chronologically or phase-wise.
You can instantly download our RACI Matrix templates as Excel files in the .xlsx and .xltx formats and start filling them out right away. Google Sheets is another way to access them for cloud-based collaboration, editing, and sharing in case of teams working online. Our templates are free, print-ready, and easily scalable to your project needs, demands, and specifications.
