raci course b
TRANSCRIPT
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Responsibility ChartingR.A.C.I
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• 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
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• 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
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• 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
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• 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
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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?
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What RACI Charting Does
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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.”
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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
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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.
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RACI Chart Example
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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.
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RACI Chart – SHAREPOINT 2013
(1) Major activities and decisions are identified and listed in the left-hand column
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RACI Chart 2 Template – SHAREPOINT 2013
(1) Major activities and decisions are identified and listed in the left-hand column
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RACI Chart 3 Template – SHAREPOINT 2013
(1) Major activities and decisions are identified and listed in the left-hand column
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RACI Chart – SHAREPOINT 2013
(3) The team meets and completes the RACI chart
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RACI Matrix FACILITIES MGR PLANT MGRHUMAN
RESOURCESSECURITY PROJECT MGR
Identify a minimum of SP2013 List C - - - R
RACI Chart – SHAREPOINT 2013
• 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
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RACI Matrix 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
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RACI Matrix 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
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RACI Matrix 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
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RACI Matrix 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
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RACI Matrix 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
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RACI Matrix 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
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RACI Matrix FACILITIES MGR PLANT MGRHUMAN
RESOURCESSECURITY PROJECT MGR
C - - - R
I - - - R
A I I - R
I I - - R
I - A R I
I I R I I
A I I - R
Review of R-A-C-I Assignments
Completed RACI Chart
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Basic Steps for Completing a RACI Chart
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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
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Questions ?