Roles and Responsibilities Template Excel

Jawad Ahmad


Jawad Ahmad

Roles and Responsibilities Template Excel

Table of Contents

In project management, keeping track of who does what on your project becomes a challenge. Here comes the Roles and Responsibilities Template (RACI chart). This article will cover everything you need to know about producing a RACI chart for your project.

Without regard to the specifics of the project at hand, the first step in effective project management is always to establish who is responsible for what.

Tens of people may be involved in the project, each with its specific function and responsibilities. However, the most incredible tool that makes the lives of project managers easier is the Roles and Responsibilities template.

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Roles and Responsibilities Template Excel

Project Roles and Responsibilities Chart

A RACI chart is a simple project management tool used to define roles and responsibilities for handling each project’s task. This chart enlists each activity along with the concerned person who is either Responsible, Accountable, Consulted, or informed for each task.

Moreover, this roles and responsibility matrix template in excel is beneficial to ensure alignment and clarity across the project team. RACI template word is:

  • Easy to use, fill the blanks.
  • Flexible, add or delete content.
  • You can instantly download the Free RACI Template in Excel.
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Features of Roles and Responsibilities Chart

The Roles and Responsibility Chart helps document all the responsibilities in a project. So, ere are some of the features of our RACI Chart:

This RACI Chart mainly focuses on the specific job position. Also, its main purpose is to provide all the primary duties of a work and abilities which are required to complete the task.

Further, the responsibilities which each member is assigned are enlisted in the roles and responsibility template excel. Also, there is a separate sheet for each job position.

Thus, this RACI spreadsheet’s primary goal is to keep everyone aware of his roles and responsibilities. This sheet also keeps them directed towards their goal.

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RACI Chart Template

The RACI chart template’s primary purpose is to make a matrix in which we can assign responsibilities among the team or employees.

In other words, this documentation template sets and defines roles and responsibilities, milestone completion, tasks, and decision-making authority among employees who are doing this project.

Furthermore, we announce concerned employees and authorities engaged in completing the project and their levels and limits.

So, by applying this RACI Matrix Template, we can easily monitor, control, and evaluate who is working on what level and at what level he is responsible for any act.

As explained before, RACI defines the four levels of responsibilities, such as Responsible, Accountable, Consulted, and Informed.

Importance of RACI Chart Template

RACI Chart Template in Excel clarifies who does what in a project. Let’s have some points about why we use organization roles and responsibility matrix excel template:

  • It is a useful way of communicating who does what in a project. It helps project participants understand what they have committed to do.
  • Also, using the free roles and responsibilities template in excel is good for team harmony.
  • Roles and responsibilities: The roles and responsibilities document perfectly map the project roles and responsibilities over a task to avoid repetitive work.
  • Further, this template motivates project team members to come to the front and take responsibility.
  • Moreover, it gives transparency to the process of responsibility assignment.
  • RACI Chart template excel is helpful in decision making as well. It reduces the conflict about task ownership.
  • It allows the project manager to equally distribute the workload and
    decrease the turnover of the project.

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Components of a RACI Chart Spreadsheet

The RACI Chart tells who does what in a project. It makes it easier to differentiate roles, responsibilities, accountable people. So, it enables a proper mechanism to ensure that employees are informed enough to know how things are going for a project.

This Roles and Responsibility Chart has the following key components:

Responsible: These are the people who have responsibility for specific tasks or deliverables. You can assign every to at least one member.

Accountable: A project manager or a person who organizes tasks between his team and review the job.

Consulted: The people you will consult about the task will seek their opinion before an action or task.

Informed: These are the stakeholders who get one-way communication to keep them updated about the project’s progress after a decision or action.

Knowing what people will do, and their impact is an integral part of managing a project.

RACI Chart Components

Format of Itil RACI Matrix template

RACI matrix templates are prepared by using different project management tools. There is some other template, e.g., ITIL Raci Matrix and action plan template useful for business.

ITIL Raci Matrix is a process to get the desired outcome of any project by knowing who is accountable when a service goes wrong or changing a process. Let us have a look at the ITIL Raci Matrix.

Human Resources: In this column, the input of the different team members’ efforts is determined.

Project Manager: This section goes to the target set and assigned persons by the project manager accountable for specific actions.

Marketing Manager: This list shows whether he is Responsible, Accountable, Consulted, or Informed.

Stakeholders: They are the project members informed of the project’s decisions and the current situation.

Download RACI ITIL free template here.

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How To Create A RACI Chart Template

Our free Roles and responsibilities template in word is straightforward to create by using an excel spreadsheet. Following are the step to create a useful RACI Chart:

  • First of all, Create a table, and in the first column, enlist all the activities, deliverables, and milestones of the project.
  • Secondly, mention all team members’ names and responsibilities across the first row in the Roles and Responsibilities Template.
  • Write as: R (for Responsible), A (for Accountable), C (for Consulted), and I (for Informed).
  • Finally, allocate a responsibility value for each activity against the roles. Our RACI chart template is simple and easy to customize. Assign the R, A, C, and I value by selecting from a drop-down box. Moreover, you can enter combined roles such as A/R.

You can edit the table of descriptions and abbreviations to use this template for other variants.

How This Template Will Work

This RACI Matrix ensures that all the stakeholders are on the same page and working in harmony. Instead of using other methods, download our free RACI Matrix Template excel, and organize your team to working better together.

Finally, the template you are going to download is free. You can get different RACI Excel templates from here, and then you can customize them according to your requirements.

In conclusion, the RACI matrix excel template plainly defines the responsibility levels for the project’s task. Moreover, it’s a simple approach towards managing human resources in an intricate project using a relatively familiar spreadsheet- based tool.

Without regard to the specifics of the project at hand, the first step in effective project management is always to establish who is responsible for what.

Tens of people may be involved in the project, each with its specific function and responsibilities. However, the most incredible tool that makes the lives of project managers easier is the Roles and Responsibilities template.

Why Use a RACI Matrix Template?

Project success often depends on using a RACI matrix template. An effective RACI Matrix is a roadmap that all team members may look back to as the project develops.

Having everyone’s roles and responsibilities laid out helps keep a project on track. When team members know their duty, they can avoid miscommunication, wasted time, and uncertainty.

The too many cooks in the kitchen dilemma, in which too many team members want to give an opinion, can be avoided using a RACI matrix, a type of project management chart. Using the RACI matrix, we can quickly identify who is responsible for a specific task (R), who has some say in the matter (C), and who has the final word (I) (A).

You’ll need the Roles and Responsibilities template to get your team moving in the right direction after you’ve laid out their tasks. The Roles and Responsibilities Template help bring your team together and make reporting easier.

Accountable team members can use boards to coordinate their tasks and get things done. Those with a vested interest in the outcome receive individualized, computer-generated reports. Responsible managers can keep tabs on results and metrics in real-time using the Roles and Responsibilities Template.

How to Use a RACI Matrix Template

Step 1: Prepare a Project Schedule

Under the heading “Project Tasks” in column 1, write down everything that needs to be done for this project. Specifically, we divided the work into project phases as an example of staying on top.

You may do away with the project phases and complete a long list of activities if you like, but we’ve found that they’re helpful.

Step 2: Make a List of Your Staff 

Then, we’ll add each team member from left to right. Everyone vested in the project’s success should be consulted, even if they won’t be actively involved in its execution.

For this part, we recommend using the job title/role, but you might also use the name of a stakeholder. If you’re looking at the Roles and Responsibilities Template matrix and don’t recognize many characters, this page is helpful because we like to refer to people by their job titles.

Step 3: Assign the Task

Identify the initial step of the project (this should be whichever task you have listed highest in Column A.) Finding your first assignment is the initial step in completing the matrix’s rightmost column. Next, figure out who will be in charge of the steps involved in carrying out this task.

As you progress to the right, you’ll be asked to designate an (A) Accountable party for this endeavor. The individual you designate as (A) Accountable will ensure the job gets done well and on schedule.

Next, you’ll pick your (C) Consultation team for this assignment. Remember that option (C) indicates that you will be requesting assistance or advice on a specific task and will be asked to collaborate with the person responsible for finishing it. You may not always have a C on a given assignment, and that’s fine.

Lastly, you’ll specify who should be updated on each task’s development. The label “(I) Informed” will be assigned to this stakeholder. If you’re given the (I) label, you’ll receive updates on the work status but won’t be able to provide direct input to the person in charge.

Step 4: Disseminate the File

When you’ve finished filling out your RACI chart, provide a copy to everyone working on this project. It is crucial because a Roles and Responsibilities template is most effective when each team member knows their job at each project stage.

In conclusion, the RACI matrix excel template plainly defines the responsibility levels for the project’s task. Moreover, it’s a simple approach towards managing human resources in anintricate project using a relatively familiar spreadsheet-based tool.

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Top 5 Frequently Asked Questions about Roles and Responsibilities Template

There are many questions in the FAQ list of Roles and Responsibilities Template Excel. However, the top 5 and the basic ones are:

What is the RACI matrix template?

A RACI matrix is a chart that defines the roles and responsibilities template of team members of a project.

What is the full form of RACI?

RACI is an acronym that stands for responsible, accountable, consulted, and informed.

How detailed should a RACI be?

RACI would not be too detailed as it is a management tool for role clarification and decision making. You should only schedule high-level activities there.

What is a RACI matrix stands for?

RACI stands for: Responsible, Accountable, Consulted, and Informed.

Can one person be accountable and responsible in a RACI?

Yes, in a project, the same person can be Accountable and Responsible.

Finally, it was all about the “Roles and Responsibilities Template Excel”. So, please do share your feedback in the comments section and keep visiting us to learn more about Project Management.

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