RACI Matrix


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Knowledge

Enterprise Performance - Business Performance


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RACI Matrix

TBD

1.0 

2/26/2021 

Business Performance Sr. Professional


What is a RACI Matrix (RACI Model)?

A RACI Matrix is a visual representation of all the key stakeholders involved in a process and their particular involvement with that process. Creating a RACI Matrix is usually one of the first steps to implementing a continuous improvement project. This matrix give a structure to any change initiative by identifying the key stakeholders in a project so they can capture, share, use and improve the organizations' business processes effectively.

(Example of generic RACI Matrix)

The term RACI is an acronym for the four actionable roles of a process:

RResponsibleThe person(s) who performs the task and leads continuous improvement of the process. This role may sometimes include more than one person, but try to minimize the amount of people involved in this Role per task.
AAccountableThe person who is ultimately accountable for the process success or failure (usually has Yes/No/Veto ability of process execution and continuous improvement). The Accountable role is not the role that will complete the work but is responsible for the overall completion of the task or deliverable. Ideally, this should be one accountable person rather than a group to avoid confusion in terms of who actually owns the task.
C ConsultedThe person(s), role or group will provide information useful to completing the task or deliverable. There will be two-way communication between those Responsible and those Consulted. This person is often a subject matter expert. The Consulted role needs to collaborate and provide feedback on the process and any future change (Two-way input/collaboration in process action and continuous improvement from this role is typically needed)
I InformedThe person(s) that need to be kept in the loop of any decision or action relating to the process. This could be on progress, or when the task or deliverable is completed. The Informed role is not asked to give feedback or review, but they can be affected in the outcome or deliverable. (Typically a one-way contribution since information/communication is shared to this role)

The letter assigned (R, A, C, or I) determines the level of responsibility each employee has within the process and what level of engagement they will have in any future decisions made in regard to that process.

Your RACI Matrix template should contain:
  • The process (set of interrelated or interlacing activities that transforms inputs and outputs)
  • All the job roles involved with that process
  • How each job role is involved in the process (Which RACI role?)

Why is a RACI Matrix Important?

A RACI Matrix for a process holds people accountable for processes and ensures all those that should be involved with a process decision are properly involved in the process as appropriate.

When a RACI Matrix is established for a process, you are able to:
  • Streamline communication by involving the right person at the right time to speed up sign-offs and decision making
  • Identify overworked employees who are responsible or accountable for too many processes
  • Organize processes so that nothing is overlooked and every process has ownership (reduces the change of process errors)
  • Assign projects more effectively with process owners, process enforcers and process collaborators all understand their role
  • Document and visually capture the roles and responsibilities which can later be connected to the specific process steps that are being carried out
  • Assign new employees to processes and for training of new employees, so that they properly understand their role and responsibilities

A RACI Matrix is also important for continuous process improvement projects because it:
  • enables process roles to be identified and assigned
  • ensures those who need to be involved in process changes are properly engaged and communicated

How to get Started

Since the RACI Matrix is intended to help distinguish expectations of employees involved, start by selecting a process.

  1. Identify Process Roles
    • Make a list of everyone involved in the process (names and roles)
  2. Assign Process Tasks or Deliverables
    • Review and break each process step into a clear actionable task and deliverable
  3. Assign the RACI to each Role and Task
    • As you review the process, consider the following questions to help select the appropriate Role for each step:
      • How many people need to fill this role?
      • Who is ultimately responsible to ensure this process step is fulfilled?
      • Who is accountable for the work required for the specific process step? (Note: Different roles may be accountable for different steps in the process?
      • Who needs to collaborate and provide feedback on this process step?
      • Who needs to be informed of the work completed in the process or, if needed, a specific process step?
  4. Get alignment with the team
    • Have a meeting with those who are part of the process to review the RACI Matrix and correct any assumptions you may have made
    • Make adjustments as appropriate and get buy-in from each role
  5. Create a RACI Matrix to track decision for role assignments
    • You can use a simple table as shown above.
  6. Make it useful
    1. Once a RACI Matrix is completed for the process, continue to refer back and align on who is responsible for what to ensure the matrix remains updated.

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