Responsibility ChartingRACI Charting Training

2

Responsibility Charting

2

After completing this training, participants should understand

• The importance of clearly defined roles and responsibilities

• The RACI Chart format and definitions• How to create a RACI Chart

Training Objectives

3

Responsibility Charting

3

RACI stands for Responsible, Accountable, Consulted, and Informed

– The above roles are essential to almost any business process

– Defining these roles up-front brings clarity, ownership, and communication to all parties

– RACI Charts provide a structured approach for teams to follow when assigning these roles

R-A-C-I Definition

4

Responsibility Charting

4

We each bring different ideas of “what works” to our current roles

Class Exercise

Breakout Discussion

Note which household member completed the following tasks (1) when you were growing up and (2) in your current household

A. Paying the Bills

B. Putting out the Trash

C.Cleaning the Common Areas (kitchen, living room, etc.)

5

Responsibility Charting

5

Class Exercise Wrap-Up

A business is far more complex than a household, and confusion around roles and responsibilities is common –

How does this effect the team?

– Important tasks are not completed

– Important decisions are made by the wrong people, or are not made at all

– Individuals are perceived as not doing their jobs by one or more people in the organization

– Can anyone share examples from experience?

6

Responsibility Charting

6

What RACI Charting Does

RACI charting accelerates role clarification, accomplishing in a few hours what might take months or years if things

are left to “work themselves out.”

7

Responsibility Charting

7

Business Process or Project Name Functional Roles

Activities / Decisions

R A C I C

A R R C C I I

R C C R A

C I A R R

C R A C

I C C R A

RACI Chart Format

8

Responsibility Charting

8

Detailed Definitions – R-A-C-I

R = Responsible: The person or function that performs the work. There must be one “R” in every row, no more and no less.

A = Accountable: The person or function ultimately accountable for the work or decision being made. Use this letter when appropriate, but not to excess – only when an important decision or task is at hand. There can be from zero to one “A” in each row, but no more than one.

C = Consulted: Anyone who must be consulted prior to a decision being made or a task completed. A “C” is typically a subject matter expert or a functional leader whose team will be affected by the decision/action. There can be from zero to multiple “C’s” in each row as appropriate.

I = Informed: Anyone who must be informed after a decision is made or work is completed.  There can be as many “I’s” as are appropriate in each row.

9

Responsibility Charting

9

RACI Chart Example

In the following example we will build a RACI Chart for the following project:

A manufacturing plant will resurface its employee parking lot during a planned

shutdown week

10

Responsibility Charting

10

PARKING LOT RESURFACING PROJECT

Identify a minimum of three asphalt contractors from Angie’s List

Arrange contractor visits and quotations

Review quotes and references, select a contractor

Review and finalize contract, confirm week that work will be performed

Provide security gate access codes to contractor by June 15

Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7Oversee project during the plant

shutdown week, ensure it is completed on time

RACI Chart – Resurfacing Parking Lot

(1) Major activities and decisions are identified and listed in the left-hand column

11

Responsibility Charting

11

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Identify a minimum of three asphalt contractors from Angie’s List

Arrange contractor visits and quotations

Review quotes and references, select a contractor

Review and finalize contract, confirm week that work will be performed

Provide security gate access codes to contractor by June 15

Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7Oversee project during the plant

shutdown week, ensure it is completed on time

RACI Chart – Resurfacing Parking Lot

(2) Applicable roles are identified and listed in each column

12

Responsibility Charting

12

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Identify a minimum of three asphalt contractors from Angie’s List C - - - R

Arrange contractor visits and quotations I - - - R

Review quotes and references, select a contractor A I I - R

Review and finalize contract, confirm week that work will be performed I I - - R

Provide security gate access codes to contractor by June 15 I - A R  I 

Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7I I R I I

Oversee project during the plant shutdown week, ensure it is

completed on timeA I I - R

RACI Chart – Resurfacing Parking Lot(3) The team meets and completes the RACI chart

13

Responsibility Charting

13

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Identify a minimum of three asphalt contractors from Angie’s List C - - - R

Review of R-A-C-I Assignments

• The project manager is Responsible doing the work of finding potential contractors

• The facilities manager, who has experience with various contractors in the area and will ultimately pay the bill, needs to be Consulted before the contractor list is finalized

• The plant manager, human resources function, and security do not need to be involved with this task in any way

14

Responsibility Charting

14

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Arrange contractor visits and quotations I - - - R

Review of R-A-C-I Assignments

• The project manager is Responsible for coordinating the contractor visits

• The facilities manager wants to be Informed after the contractors have visited and submitted their quotations

• The remaining three functions do not need to be involved with this step

15

Responsibility Charting

15

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Review quotes and references, select a contractor A I I - R

Review of R-A-C-I Assignments

• The project manager is Responsible for selecting the contractor

• As the functional leader for this project, the facilities manager is ultimately Accountable for making sure the right contractor decision is made

• The plant manager and human resources function need to be Informed as to which contractor is selected, but do not need to be involved with the selection process

• Security does not need to be involved with this step

16

Responsibility Charting

16

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Review and finalize contract, confirm week that work will be performed I I - - R

Review of R-A-C-I Assignments

• The project manager is Responsible for working out the details of the contract and locking in the week that the work will be done

• The facilities manager and plant manager want to be Informed after the contract is finalized and the date is confirmed with the contractor

• HR and security do not need to be involved with this task

17

Responsibility Charting

17

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Provide security gate access codes to contractor by June 15 I - A R  I 

Review of R-A-C-I Assignments

• Since plant security issues the gate access codes, they are Responsible for assigning an access code to the contractor by June 15.

• Human resources (who security reports into) is ultimately Accountable for the access code getting assigned – this assignment of accountability was requested by the plant manager due to some past problems with security codes not being assigned on time

• The project manager would like to be Informed after the access code is assigned

18

Responsibility Charting

18

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7I I R I I

Review of R-A-C-I Assignments

• Human resources is Responsible for communicating the project to the plant leadership team, and also for having all cars removed from the parking lot by the specified date

• All other functions including the project manager want to be Informed (copied via email in this case) of this communication

19

Responsibility Charting

19

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Oversee project during the plant shutdown week, ensure it is

completed on timeA I I - R

Review of R-A-C-I Assignments

• The project manager will work closely with the contractor while they are at the facility, and will be Responsible for a successful, on-time completion

• The plant manager made it clear that the facilities manager is ultimately Accountable for a successful, on-time completion of project

• The plant manager and human resources want to be Informed when the project is completed

20

Responsibility Charting

20

PARKING LOT RESURFACING PROJECT

FACILITIES MGR

PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Identify a minimum of three asphalt contractors from Angie’s List C - - - R

Arrange contractor visits and quotations I - - - R

Review quotes and references, select a contractor A I I - R

Review and finalize contract, confirm week that work will be performed I I - - R

Provide security gate access codes to contractor by June 15 I - A R  I 

Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7I I R I I

Oversee project during the plant shutdown week, ensure it is

completed on timeA I I - R

Review of R-A-C-I Assignments

Completed RACI Chart

21

Responsibility Charting

21

1. Identify the work process or project that is to be charted.

2. List the important activities and decisions in the work process.

3. Using the RACI definitions, identify the functional roles that need to be involved with each activity or decision.

4. Based on (3), invite the appropriate representative from each function to a working session for developing the RACI chart. Meeting length should be two hours maximum, unless there is fundamental disagreement around roles/responsibilities (in which case, make sure that senior leaders are invited as well).

5. Complete the chart in the working session, and publish it to the team. Make modifications as needed moving forward and keep the chart up to date.

Basic Steps for Completing a RACI Chart

22

Responsibility Charting

22

Defining roles and responsibilities early for a new team, project, or work process can prevent a great deal of confusion and ensure that critical actions and decisions are properly assigned

RACI Charts are a simple, visual tool for clearly assigning roles and responsibilities

– R=Responsible– A = Accountable– C = Consulted– I = Informed

There is a straightforward, 5-step process for developing a RACI Chart

Summary