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How to Use the RACI Matrix Temp

How to Use the RACI Matrix Template

The RACI matrix template is tool to help everyone in the project know what their role is, so they can work better together.

Step 1: List the Project Tasks

In column 1, beneath the “Project Tasks” header, you will list all of the tasks that will be completed as part of this project. In our example, we broke the tasks down into the different project phases in order to keep things more organized. If you wish, you can remove the project phases and instead just do a large list of tasks, but we’ve found the project phases to be helpful.

Step 2: List All of Your Team Members

Next, locate the light blue bar. Going from left to right, we are going to add all of your team members to this section. Include every person in your organization, even if they won’t be working directly on the project, because stakeholders are an important part of this document too. We find it helpful to use the job title / role in this section, but you could also use team member names instead. We tend to use job titles so that this document is useful to someone looking at the matrix who may not be familiar with everybody’s name.

Step 3: Assign R,A,C,I to Each Task

Locate your first task of the project (this should be whichever task you have listed highest in Column A.) Once you’ve located your first task, move across the matrix to the right, deciding who will be (R) Responsible for executing the work on this particular task. Remember, R is for the person who will actually be performing the work on this task.

Continue moving to the right, and next you will choose who will be (A) Accountable for this task. The person who you label as (A) Accountable is the person who will be responsible for ensuring that the task is done properly and in a timely manner.

Next, you will decide who will be (C) Consulted on this task. Remember, (C) means that a person will be asked for help or advice on a task, and they will work with the responsible team member to complete the task. In some cases, you will not have a C for a task and that’s OK.

Finally, for each task you will decide who is the stakeholder for the task. The stakeholder will be labeled as (I) Informed. If someone is labeled (I) for this task, they will be updated about the progress of the task, but they will not have direct feedback going back to the person responsible for the task. An informed person is a one way communication, as compared to a consulted person who has two-way communication about the task. Most tasks will have an informed person, however there will be some cases where there is no I needed.

Step 4: Share the Document

Once your RACI chart is fully filled out, it is important to share the document with all of the team members on this project. This is an important step because a RACI matrix is most helpful when each team member understands exactly what their role is at each step of the project.

RACI Matrix example

Responsible
Accountable
Consulted
Informed
Project Tasks	Product Manager	UI Designer	Content Writer	Financial Analyst	Design Director	VP of Product	VP of Design	CTO	CEO
Initiation Phase
Financial Study				R		A	I	I	C
Feasability Study	R					A	I	I	I
Planning Phase
Technology Recommendations	R					C		A	I
Financial Plan				R		A	I	I	I
Sprint Plan	R					A
Execution Phase
Design UI		R			A	I	C	I	I
Write Content			R			A
Create Mockup	R	C			I	A	I	I	I
Control Phase
User Testing	R					A	I	I	I
Close Phase
Create Lessons Learned	R					A
Create Closure Report	R					A	I	I	I

Template

Objectives	Success Measures		Verification	Assumptions
Goal:				To reach Goal:
Successful Kitchen Renovation	1. Client satisfaction with final kitchen design and functionality.		Client satisfaction survey scored ≥90%.	Client is available for final review and provides timely feedback.
	2. Project completed within approved budget.		Final project cost report showing ≤5% variance from budget.	No unexpected price hikes or supply chain disruptions occur.
Purpose:				To reach Purpose:
Functional & Aesthetic Kitchen	1. All design elements meet client’s aesthetic preferences.		Signed client approval form for final design.	Client communicates preferences clearly and decisively.
	2. Kitchen meets all functional requirements (storage, workflow).		Post-renovation inspection checklist completed by project manager.	Contractors adhere to design specifications without deviations.
Outcomes:				To produce Outcomes:
Outcome 1: Planning Phase	1. Client needs and wants fully documented.		Approved needs assessment report.	Client is available for consultation and responsive.
	2. Project charter signed by all stakeholders.		Signed project charter document.	Project boundaries are defined and understood by all stakeholders.
Outcome 2: Finalize Design	1. Final design approved by client.		Client’s signed approval on design drawings.	No further major changes are requested after refinements.
	2. Contractor feasibility confirmed.		Contractor feasibility report submitted.	Contractors are readily available to assess plans.
Outcome 3: Procure Materials	1. All materials procured within budget.		Procurement log showing 100% materials ordered.	Suppliers respond promptly and confirm product availability.
	2. Contracts signed with selected contractors.		Signed contractor agreements.	Legal and procurement processes proceed smoothly.
Outcome 4: Construction	1. Construction completed on schedule.		Gantt chart showing 100% tasks completed by due date.	No hidden structural issues affect progress.
	2. Quality inspections passed.		Inspection reports with no critical defects.	Inspection resources are available as scheduled.
Outcome 5: Project Closure	1. Client approves final walkthrough.		Signed client acceptance form.	Punch list items are minor and manageable within 5 business days.
	2. All project documentation delivered.		Client acknowledgment of document receipt.	All documents are compiled and ready on time.
Inputs:				To obtain & manage Inputs:
Action Steps	Resource	Budget	Due Dates
Outcome 1: Complete Kitchen Renovation Planning Phase
Identify needs and wants of the client through interviews and questionnaires	Project Manager, Survey Tools	$1,500	Week 1	Client is available for consultation and responsive
Conduct site inspection and document findings	Architect, Inspection Team	$2,000	Week 2	Site is accessible and conditions are described
Develop preliminary kitchen design concepts	Interior Designer, CAD Software	$3,500	Week 3	Client needs and limitations are fully expressed
Create a formal project charter to define project scope	PMO, Legal Team	$1,000	Week 4	Project boundaries are defined and understood by all stakeholders
Present planning documents to client for approval	Presentation Team	$500	Week 5	Client will communicate approval or disapproval on schedule
Outcome 2: Finalize Design and Obtain Client Approval
Make minor revisions to designs based on client feedback	Design Team	$2,000	Week 6	Feedback is received in time to maintain schedule
Research and consult with contractors regarding design feasibility	Contractor Liaison	$1,500	Week 7	Contractors are readily available to assess plans
Create final specifications and detailed design drawings	Drafters, Design Software	$4,000	Week 8	No further major changes are requested after refinements
Finalize list of materials, specifications, and colors	Procurement Specialist	$1,000	Week 9	Suppliers respond promptly and confirm product availability
Obtain formal client approval on finalized designs	Client Relations Manager	$500	Week 10	Client is satisfied with the finalized options
Outcome 3: Procure Materials and Hire Contractors
Identify and qualify potential material suppliers	Procurement Team	$1,500	Week 11	Sufficient vendors meet quality standards
Solicit and collect bids from contractors	Contract Manager	$2,000	Week 12	Contractors are willing and able to bid
Evaluate bids and select appropriate vendors and subcontractors	Selection Committee	$1,000	Week 13	Bids meet financial and time requirements of project
Finalize supplier and contractor contracts	Legal Team	$3,000	Week 14	Legal and procurement processes proceed smoothly
Schedule preliminary material deliveries and site mobilization	Logistics Coordinator	$2,500	Week 15	No major supply chain disruptions occur
Outcome 4: Execute Construction and Installation
Demolish old kitchen structures safely	Demolition Crew	$5,000	Week 16	Necessary demolition permits obtained
Perform structural framing according to designs	Carpenter Team	$8,000	Week 17-18	No hidden structural issues affect framing
Complete installation of electrical, plumbing, and mechanical systems	Electricians/Plumbers	$12,000	Week 19-20	Utility companies cooperate without delay
Install cabinetry, countertops, fixtures, and equipment	Installation Team	$15,000	Week 21-22	Items are delivered undamaged and correctly
Conduct mid-project inspections for quality control	Inspector	$3,000	Week 23	Inspection resources are available as scheduled
Outcome 5: Final Walkthrough and Project Closure
Conduct final client walkthrough and inspection	Project Manager, Client	$500	Week 24	Client is available to participate in walkthrough
Address any punch list items within five business days	Handyman Team	$2,000	Week 25	Items are minor and manageable within timeline
Obtain final approval from building inspectors	Building Official	$1,500	Week 26	Inspections pass on first review
Deliver final project documentation package to client	Admin Team	$1,000	Week 27	All documents are compiled and ready on time
Release final payments and close contracts	Legal, Finance	$2,000	Week 28	Outstanding legal claims and disputes have been resolved

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