RACI Matrix Toolkit

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Be certain that your organization possess skills needed to establish/maintain good working relationships and communications with team members, executives, decision makers, stakeholders, department heads, and end users regarding IT issues.

More Uses of the RACI Matrix Toolkit:

  • Be accountable for coaching, mentoring and development of Service Desk Analysts.

  • Evaluate: software engineer embedded development.

  • Be accountable for making sure that the execution of all projects/releases is carried out on schedule.

  • Prepare program summary and executive reports for leadership review.

  • Identify: implementation of security and data protection.

  • Drive: design and implementation of low latency, high availability, and performant applications.

  • Support with quality improvement efforts and change management.

  • Be accountable for creating database schemas that represent and support business processes.

  • Support with data analytics process by working closely with the lead data analyst to prepare data files and analyze data.
  • Methodize: review annual compliance document and provide summary on changes.

  • Communicate solutions, successes, and opportunities to on site management.

  • Ensure your organization uses project governance framework knowledge to create / customize raci matrix and governance framework for small or medium size projects; supporting development of the communication protocols.

  • Perform activities to develop the Management System and quality of service.

  • Coordinate and manage external and internal communications and resources to maintain quality service delivery.

  • Have expertise in mix of self service release management tools.

  • Establish: user authentication and authorization between multiple systems, servers, and environments.

  • Lead internal management organization wide development planning.

  • Provide innovative solutions for problems to increase your value to the client.
  • Be accountable for understanding accessibility and security compliance.


Save time, empower your teams and effectively upgrade your processes with access to this practical RACI Matrix Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any RACI Matrix related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated RACI Matrix specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RACI Matrix Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RACI Matrix improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Do you really want business analysts and system developers to re-invent and re-specify and re-design all that knowledge from scratch on each new project?

  2. What type of baseline captures the structure, contents and details of the infrastructure and represents a set of items that are related to each other?

  3. Should emails always be sent as the last step of a workflow-based system or should it be possible to send an email after an invoice generation?

  4. Who are the types of people or personas that the thing you are marketing solves a problem for/presents a significant opportunity for?

  5. How are application builds promoted from development into production, and who has the authority/access to the target environments?

  6. What the chief compliance officer or Chief Risk Officer may be saying to themselves is, what else do you have going on?

  7. What does your organization have to do or what characteristic must it possess in order for the need to be realized?

  8. How integrated were the practices, tools, and approaches used by chief systems engineers and program managers?

  9. Does the collected metrics data adequately reflect the actual or real-world reality of the governed projects?

  10. Which process would maintain policies, standards and models for service transition activities and processes?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the RACI Matrix book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your RACI Matrix self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the RACI Matrix Self-Assessment and Scorecard you will develop a clear picture of which RACI Matrix areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough RACI Matrix Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage RACI Matrix projects with the 62 implementation resources:

  • 62 step-by-step RACI Matrix Project Management Form Templates covering over 1500 RACI Matrix project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Can the RACI Matrix project team do several activities in parallel?

  2. Milestone List: Describe your organizations strengths and core competencies. What factors will make your organization succeed?

  3. Stakeholder Management Plan: Is there general agreement & acceptance of the current status and progress of the RACI Matrix project?

  4. Project Scope Statement: Do you anticipate new stakeholders joining the RACI Matrix project over time?

  5. Team Member Performance Assessment: How is your organizations Strategic Management System tied to performance measurement?

  6. Cost Management Plan: Milestones Ð what are the key dates in executing the contract plan?

  7. Procurement Management Plan: Are estimating assumptions and constraints captured?

  8. Source Selection Criteria: What benefits are accrued from issuing a DRFP in advance of issuing a final RFP?

  9. Planning Process Group: If task x starts two days late, what is the effect on the RACI Matrix project end date?

  10. Activity Duration Estimates: Are risks that are likely to affect the RACI Matrix project identified and documented?

Step-by-step and complete RACI Matrix Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 RACI Matrix project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 RACI Matrix project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RACI Matrix project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 RACI Matrix project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 RACI Matrix project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 RACI Matrix project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any RACI Matrix project with this in-depth RACI Matrix Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose RACI Matrix projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in RACI Matrix and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make RACI Matrix investments work better.

This RACI Matrix All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.