Here’s how to create a Gantt chart or basic timeline when your discussion or meeting deliverable includes assignments for actions that have already been built or identified. As a result of capturing the additional inputs below, you develop consensual understanding about your group’s roles and responsibilities (RACI or RASI).
(1) WHO will take responsibility for
(2) WHAT needs to be done (ranging from simple activities to comprehensive strategies) and
(3) WHEN the assignment(s) may be completed, given resources such as
(4) HOW MUCH extra money (approximate cash or assets) required and
(5) HOW MUCH estimated labor (FTE, or full-time equivalent) required to complete the assignment.
Method for Building Roles and Responsibilities (RACI or RASI)
Your WHAT group of actions or assignments may take the form of strategies, initiatives, programs, projects, activities, or tasks. They should already be identified before beginning your RACI or RASI assignments. Furthermore, as you increase the resolution from the abstract (eg, strategy) to the concrete (eg, task), expect to increase the resolution of the role or title of the responsible party. For example, strategies may get assigned to business units while tasks get assigned to individual roles such as Business Analyst or Product Owner.
Remember that the WHO dimension might include business units, departments, roles, or people but be consistent across the board and match closely to the appropriate level of responsibility for the nature of WHAT needs to be done. Define each of the five areas of responsibility—note that each implies the others that follow. For example, the Authorizer is also Responsible. They are Supporting the effort and need to be informed about it as well.
- A = Authorizes—approves or signs off on the method or results of a given task
- R = Responsible—is held responsible for the success and completion of a given task
- S = Supports—provides assistance, information, etc, in the completion of a task—if requested
- C = Consults—provides consultation as required
- I = Informed—is kept informed of the progress or results of a given task.
Rules to Follow
Especially relevant, note that C, or Consults has been de-emphasized with a blue font because “consults” can be a nebulous term. Our advice suggests substituting the S because it implies both Supporting and Informing.
Consider building the matrix using a large sheet of paper. Use a bright color marker to document the R. Go back and complete the other relationships as appropriate.
- Portrait view—when using an easel or flip chart, write the people involved (units, job names, etc.) across the top (the WHO) and the tasks, jobs, projects, etc, down the left-hand side (the WHAT).
- Landscape view—build a matrix on a whiteboard or other large writing area with the tasks, jobs, projects, etc. (the WHAT) across the top and the people involved (units, job names, etc.) down the left-hand side (the WHO).
- One and only one R per row (ie, for each activity)
- At least one A who is not the R—may be more than one
- I when this role requires only to be informed
- S for those supporting the R
- A implies R, S, I
- R implies S, I
- S implies I
Because this approach develops a Gantt chart, you also build consensual understanding and shared ownership. Furthermore, a facilitated effort captures the group’s personality, not a lone myopic view from one person’s office or cubicle. An illustrative Gantt chart follows, displaying activities and assignments supporting a Scorecard project:
Roles and Responsibilities (RACI or RASI) Capture WHO Does WHAT By WHEN
We have discovered at least seventeen (17) different flavors of the Responsibility Matrix. While methodologically agnostic, we support any that work effectively in your culture. However, be careful with the “C” as in ‘consult’ because one can never be certain if an assigned “C” is giving you something or you are supposed to give them something. Below you will find 17 documented types of roles and responsibilities, and undoubtedly there are many others:
- RACI (Responsible, Accountable, Consult, Informed)
- RACIA (Approve)
- RASI (Supports)
- RASCIO (Omitted)
- LACTI (Lead, Tasked)
- AERI (Endorsement)
- DRACI (Drives)
- DRAM (Deliverables Review and Approval Matrix)
Finally, MG RUSH professional facilitation curriculum focuses on providing methodology. Each student thoroughly practices methodology and tools before class concludes. Some call this immersion. We call it the road to building impactful facilitation skills.
Become Part of the Solution While You Improve Your Facilitation, Leadership, and Methodology Skills
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