Raci course b

© Legal Name City

Responsibility ChartingR.A.C.I

© Legal Name City

2

• 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

Summary

© Legal Name City

3

• 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

© Legal Name City

4

• 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

© Legal Name City

5

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

Class Exercise SharePoint and RACI

Breakout Discussion

Note which household member completed the following

tasks (1) when you were growing up and (2) in your current

household

A. Installation SP2013

B. Custom SP2013

C. Governance of SP2013

© Legal Name City

6

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?

© Legal Name City

What RACI Charting Does

© Legal Name City

8

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.”

© Legal Name City

9

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

© Legal Name City

10

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.

© Legal Name City

RACI Chart Example

© Legal Name City

12

RACI Chart Example

In the following example we will build a

RACI Chart for the following project:

A Compagnie want to manage the roles

and activity to do a good governance for

SharePoint 2013.

© Legal Name City

13

RACI Chart – SHAREPOINT 2013

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

© Legal Name City

14

RACI Chart 2 Template – SHAREPOINT 2013


© Legal Name City

15

RACI Chart 3 Template – SHAREPOINT 2013


© Legal Name City

16


(3) The team meets and completes the RACI chart

© Legal Name City

17

RACI Matrix FACILITIES MGR PLANT MGRHUMAN

RESOURCESSECURITY PROJECT MGR

Identify a minimum of SP2013 List C - - - R


• 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

© Legal Name City

18



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

© Legal Name City

19



Review quotes and references, select a contractor

A I I - R


• 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

© Legal Name City

20



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

I I - - R


• 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

© Legal Name City

21



Provide security gate access codes to contractor by June 15

I - A R I


• 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

© Legal Name City

22



Communicate project to plant leadership, ensure that all cars are

removed from lot by July 7I I R I I


• 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

© Legal Name City

23



Oversee project during the plant shutdown week, ensure it is

completed on timeA I I - R


• 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

© Legal Name City

24



C - - - R

I - - - R

A I I - R

I I - - R

I - A R I

I I R I I

A I I - R


Completed RACI Chart

© Legal Name City

26

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.

6. Links on RACI:1. http://mossgouvernance.blogspot.fr/2014/12/raci-rex-roles-and-responsibilities.html

2. http://www.collabshow.com/2010/07/13/planning-sharepoint-deployments-with-raci/

3. http://www.racichart.org

4. http://office.microsoft.com/en-001/templates/raci-chart-TC103987164.aspx

5. http://www.microsoft.com/en-us/download/details.aspx?id=26530

Basic Steps for Completing a RACI Chart

http://mossgouvernance.blogspot.fr/2014/12/raci-rex-roles-and-responsibilities.html

http://www.collabshow.com/2010/07/13/planning-sharepoint-deployments-with-raci/

http://www.racichart.org/

http://office.microsoft.com/en-001/templates/raci-chart-TC103987164.aspx



http://www.microsoft.com/en-us/download/details.aspx?id=26530

Raci course b

Technology

Transcript of Raci course b