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 from your group’s roles and responsibility matrix (RACI or RASI or LACTI).

(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 (FTP, or full-time person) required to complete the assignment.

 

RACI - Roles and Responsibilities

RACI – Roles and Responsibilities

Method for Building Roles and Responsibility Matrix (RACI or RASI or LACTI)[*]

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 and match closely to the appropriate level of responsibility for 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. Hence, 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.
  • L = Lead (a surrogate or substitute for R)

Rules to Follow When Building a Roles and Responsibility Matrix

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 Being Informed.

Consider building the matrix using a large sheet of paper. Use a bright color marker, red is optimal, 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

NOTE:

  • A implies R, S, I
  • R implies S, I
  • S implies I

Because this approach develops input for a Gantt chart, you also build consensual understanding and shared ownership.  Furthermore, a facilitated effort captures the group’s personalitynot a lone myopic view from one person’s office or cubicle. A generic and illustrative Gantt chart follows, displaying activities and assignments supporting a faux product development project:

Illustrative GANTT Chart, RACI, RASI, roles and responsibilitiesA Roles and Responsibility Matrix (RACI or RASI or LACTI) Captures WHO Does WHAT By WHEN

We have discovered at least twenty (20) different varieties of the Responsibility Matrix. While methodologically agnostic, we support any method your culture uses. 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 20 documented types of roles and responsibilities, and undoubtedly there are others:

Transform Roles and Responsibilities Into a GANTT Chart

Transform Roles and Responsibilities Into a GANTT Chart

Click here to see a recorded demonstration of how to transform your roles and responsibility matrix into a Gantt chart.

  1. ARCI 
  2. RACI (Responsible, Accountable, Consult, Informed)
  3. RACIA (Approve)
  4. RASI (Supports)
  5. RASCI
  6. PARIS
  7. ALRIC
  8. RASCIO (Omitted)
  9. LACTI (Lead, Tasked)
  10. AERI (Endorsement)
  11. RACI-V
  12. CAIRO
  13. DRACI (Drives)
  14. DACI
  15. DRAM  (Deliverables Review and Approval Matrix)
  16. RACIT
  17. RASIC
  18. RACI+F, where F stands for Facilitator
  19. CARS (Communicate, Approve, Responsible & Support)
  20. PACSI (Performed, Accountable, Control, Suggested & Informed)

[*] Moreover, for a thorough primer and clear discussion on RACI, see “RACI Matrix: How does it help Project Managers?”

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Facilitation Expert

Terrence Metz, CSM, PSPO, CSPF, is the Managing Director of MG RUSH Facilitation Training and Coaching, the acknowledged leader in structured facilitation training. His FAST Facilitation Best Practices blog features over 300 articles on facilitation skills and tools aimed at helping others lead faster, more productive meetings and workshops that yield higher quality decisions. His clients include Agilists, Scrum teams, program and project managers, senior officers, and the business analyst community among numerous private and public companies and global corporations. As an undergraduate of Northwestern University (Evanston, IL) and MBA graduate from NWU’s Kellogg School of Management, his professional experience has focused on process improvement and product development. He continually aspires to make it easier for others to succeed.

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