How to do a RACI Workshop - Charting and Analysis

RACI Analysis what is it?
The RACI Analysis is a workshop where an organization
works together to solve conflicts and uncertainties in their
organisation.

Objectives of RACI Presentation
To define the purpose of RACI
To explain the process of creating a RACI chart
To outline the benefits of doing a RACI
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What is RACI charting?
A technique used to identify activities or decisions and the individuals or
groups involved answering the questions:
What has to be done?
Who must do it?
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RACI charting is helpful when you experience:
Unclear accountability between individuals or departments
Redundancies or work not being accomplished
Delayed or incomplete work
Inadequate communication and/or co-ordination
Unclear approval/decision-making processes
RoyMogg Blog www.roymogg.com

RACI charts are helpful when you experience:
Multiple decision points in a process
Tasks being performed and decisions being made at the wrong levels
Infighting for promotions or important assignments
Finger-pointing when something fails
Inability to manage the interfaces

What does RACI mean?
Responsible
The person or position responsible for doing the
activity (the work)
Accountable
The person or position accountable to ensure the
activity happens
Consulted The person or position who should be consulted
prior to decision or action
Informed
The person or position that needs to be informed of
the decision or action after it is made

Business Process, Activity and Role
A business process: is a major process to be analyzed through RACI charting
Business
case
Finance
Plan
Implemen
tation
Pilot Go Live
Benefits
Plan
Release
IT
Manager R A C I
Accounts A R C I C
Quality C I R A
FA
Director I R A
John
Smith R I A C
Product
Director A I R C
… A C R I
Activity: An action or decision that is one of several steps in a business process
Functional Role:
A position
assigned to
accomplish an
activity

Developing RACI charts involves a simple process
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Meet with the
RACI client
leader and key
stakeholders
Create master
list of functions
and activities
Identify RACI
participants
RACI workshop
codes to
functions and
tasks
Document draft
RACI
Validate draft
RACI all
participants
Finalize to-be
RACI
Implement new
roles and
communicate
Follow-up and
review
implementation
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Key Points during a RACI session
Have a representative from each of the major functions that participate in
the process
Reach consensus on all Accountabilities and most Responsibilities
– Push accountability to the lowest decision point – assign only one
accountability per activity or level
– Allow for people to have one-on-one opportunities to discuss accountabilities
and responsibilities
Schedule a follow-up session for a workshop to agree details and
exceptions that arise

Key Points about a RACI session
Only do a RACI on value-added activities
Consider the emotional aspects of documenting As and Rs - including job
justification
Eliminate excessive Cs and Is
Consider the organisation's culture
If the core team members are new to RACI analysis have an experienced
RACI user in the room for support

RACI charting review process
RoyMogg Blog
Following the coding process, the team should review how the charts look
both vertically and horizontally:
Vertical Analysis
If you find
Does the functional
role need to be
accountable for so
much?
Does the functional
role need to be
involved in so many
activities?
Could management by
exception be used?
Could C’s become
I’s?
…then ask
Lots of
Responsible
No empty spaces
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Vertical Analysis
If you find
Should this functional
role be eliminated?
Does a proper
segregation of duties
exist?
Should other groups be
accountable for some of
these activities to
ensure checks and
balances and accurate
decision-making?
…then ask
No Responsible or
Accountable
Too many
Accountable

Horizontal Analysis
If you find
How will the job get
done?
Is this activity value-
added?
Who benefits from this
activity?
Why is it done?
Do all the functional
roles really need to be
consulted?
Do all the functional
roles need to be
routinely informed?
…then ask
No Responsible
No Accountable
Lots of Consulted
Lots of Informed

Although the tool is simple the process is complex
Developing RACI charts surfaces many organisational issues because it
confronts the three elements of roles and responsibilities:
– Role Conception: what people think their jobs are and how they have been
trained to perform them
– Role Expectation: what others in the organisation think another person’s job
is and how it should be carried out
– Role Behaviour: what people actually do in carrying out their job
Developing RACI charts is often a political process.

Expected benefits
Clearly understood individual expectations
Reduced redundancy in tasks
Clearer communication (what is really necessary)
Reduced levels of approval in processes
Reduced time for business processes by eliminating consolidators and
coordinators
Clearly defined and written interfaces between individuals
Greater focus on the value add of a process step

How to do a RACI Workshop - Charting and Analysis

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How to do a RACI Workshop - Charting and Analysis