Home / Templates / The RACI Chart Template
Template · Spreadsheet

The RACI Chart Template

One table that ends the fight over who's supposed to do what. RACI stands for Responsible, Accountable, Consulted, and Informed, a grid that assigns exactly one of those roles to every person, for every task, on a project.

The point isn't the chart itself. It's the conversation that happens while you build it. Most team friction comes from two people who both think they own a decision, or a task everyone assumed someone else was covering, RACI forces that into the open before it costs you a missed deadline.

What It's Good For
Cross-functional projects
Anything that touches more than one team, like a client implementation that spans engineering, customer success, and sales, benefits from one shared map of ownership.
Recurring handoffs
Processes that repeat but keep breaking at the same seam, like a support ticket that bounces between teams, usually have an ownership gap a RACI chart will expose.
Onboarding new hires
Handing a new team member the chart teaches them the org's real decision map faster than any amount of explaining ever will.
Steering and exec reviews
When leadership needs a status update, the chart tells them exactly who to ask instead of routing every question through you.
How to Build One
  1. List the tasks first, not the people. Write down every meaningful task or decision the project requires, before you think about who's involved.
  2. List every role that touches the work across the top. Use roles or titles rather than individual names so the chart still holds when someone changes seats.
  3. Assign exactly one Accountable per row. If two people are Accountable for the same task, in practice nobody is.
  4. Fill in Responsible, Consulted, and Informed. A task can have several Responsible parties, but keep Consulted and Informed lean, both slow a task down every time you add a name.
  5. Review it with the group before you rely on it. Disagreements should surface here, in a meeting, instead of later, in a missed handoff.
The Template

A working example built around a client implementation project. Replace the task names, role headers, and letters until it fits whatever you're running.

RResponsible — does the work
AAccountable — owns the outcome, signs off
CConsulted — two-way input before the decision
IInformed — one-way update after the decision
Download as Excel →
Task / Decision Exec. Sponsor Impl. Manager Engineering Lead Customer Success Client Admin
Define project scope & success criteria ARCCC
Configure system & integrations IARIC
Data migration & validation IARCR
User acceptance testing ICCAR
Client training IIIAR
Go live ARRCI
30 day post launch review IAIRC
Quick Tips
Do
  • Keep the chart to one page. If it needs a second tab, the project needs to be broken up.
  • Revisit it at project milestones, ownership shifts as a project moves through phases.
  • Use it in kickoff meetings so new stakeholders see the map on day one.
Don't
  • Don't assign Accountable to a group or a title with three people in it, name the person.
  • Don't confuse Consulted with Informed, one is a conversation, the other is a notice.
  • Don't build it alone and hand it down, the buy-in happens in the building.

The download includes a second tab, "Why & How to Use," with the same guidance above plus the use cases, so you don't have to come back to this page while you're filling it in.

Operations Playbook Series
RACI Chart 9 Box Grid Skip Level Meeting Guide Skills Matrix Team Charter
Template · Spreadsheet
The 9 Box Grid Template →
Template
SOP Template →
Template
Team Goals Template →
Template
Implementation / Project Planner Template →