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Workshop Framework

RACI Matrix

A RACI matrix is a grid of activities mapped against the responsible, accountable, consulted and informed stakeholders. Its core purpose is to create clarity across roles.

120 minutes
5-15 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

RACI Matrix
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What You'll Achieve with the RACI Matrix Workshop

Real outcomes that transform your team

1

Improved clarity of individual and team roles.

2

Reduced misunderstandings and conflicts among team members.

3

Enhanced accountability across tasks and projects.

When to Use the RACI Matrix Workshop

Perfect for these situations and team challenges

When there is confusion about team responsibilities in a project.

To clarify accountabilities in a multi-project environment.

How the RACI Matrix Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Choose one activity to focus on

Decide whether to apply the matrix to a broad process or a specific issue, and determine how many charts may be needed.

2Step 2: Identify activities or tasks

Brainstorm all steps in the activity or decision-making process, capturing them on Post-It notes and listing them vertically.

3Step 3: Identify key stakeholders

Brainstorm all roles or people involved, capturing these on Post-It notes and placing them horizontally across the grid.

4Step 4: Decide: “as is” or “will be”

Choose whether you are charting the current reality or designing the desired future state of responsibilities.

Key Topics Covered in the RACI Matrix Workshop

raci matrixroles and responsibilitiesteam clarityaccountabilityproject management

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4

Streamlined project execution with defined responsibilities.

During team restructuring or role changes.

When onboarding new team members to define their roles.

In cross-functional projects to ensure clear communication.

Team Problems the RACI Matrix Workshop Solves

Say goodbye to these common team challenges

Confusion over who is responsible for specific tasks.

Lack of accountability leading to project delays.

Miscommunication among team members regarding roles.

Duplicated efforts or dropped tasks due to unclear responsibilities.

5Step 5: Populate the chart

Use Post-Its with R, A, C, I to map roles to activities, utilizing different colors for clarity.

6Step 6: Negotiate roles

Compare perspectives as a group to resolve differences and achieve a shared understanding of responsibilities.

7Step 7: Do a vertical analysis

Analyze each role for balance, checking for overloads or gaps in responsibilities across the roles.

8Step 8: Do a horizontal analysis

Examine each activity to ensure responsibilities are adequately assigned, identifying potential issues with over or under-assignment of roles.

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