Team RACI Matrix
A comprehensive RACI (Responsible, Accountable, Consulted, Informed) matrix for clarifying roles and responsibilities across all project tasks and decisions. Includes workload analysis and gap identification.
What’s inside
- RACI assignments across all project tasks
- Workload analysis and accountability gaps
- Blank Template + Filled Example
About this download
The Team RACI Matrix is a comprehensive Excel tool for clarifying roles and responsibilities across every task, deliverable and decision in a project or operational process. RACI — Responsible, Accountable, Consulted, Informed — is the most widely used responsibility-assignment framework in business because it eliminates the two most destructive ambiguities in team work: unclear ownership ("I thought you were doing that") and decision-rights confusion ("who signs this off?").
The workbook includes a master RACI grid with tasks/activities down the left and roles across the top, drop-down validation so every cell can only be R, A, C, I or blank, automatic error-checking that flags rows with no Accountable ("no-one owns this"), rows with multiple Accountables ("ownership is unclear"), and roles with excessive R or A loading ("this person is a bottleneck"). Additional sheets include a project-level RACI view, a process-level RACI view (for recurring operations), a RACI definitions and conventions sheet (to ensure everyone uses the model consistently), a workload summary by role, a gap analysis highlighting activities without a Consulted party, and a filled example showing a realistic implementation project.
This template is used by project managers, PMO leads, operations managers, organisational design consultants, HR business partners, functional leaders setting up new teams and process owners documenting end-to-end processes. It is particularly valuable during organisational restructures, when roles are being redesigned, during process transformation programmes, when a new governance framework is being established, and when integrating teams post-merger.
The recommended process is to draft the RACI with the project manager and sponsor, workshop it with the leads of each function (expect 30-60% of rows to need discussion), surface and resolve the ambiguities that the workshop exposes — these conversations are often more valuable than the matrix itself — publish the signed-off RACI, and review it at least once per major project phase. The common rules are: one and only one A per row, R and A can be the same person, minimise C entries to reduce meeting overhead, and use I sparingly because over-informing creates noise.
Inside Vizually, RACI assignments flow naturally onto the visual project board — the Accountable person is shown as the card owner, Responsible contributors as assignees, and Consulted/Informed parties receive scoped notifications so they always know what they need to know without being drowned in updates.