Preparing A RACI Matrix

Following are the steps that should be performed while preparing a RACI matrix:

STEP 1: Identification:

a) Identify and list all the activities or processes that are in scope of the RACI definition exercise.

b) Identify or define and list all functional roles that are or could be required for performing the identified activities or processes.

STEP 2: Definition:

Conduct meetings with all identified functional roles and assign RACI codes for each listed activity or process. Draft RACI matrix is prepared.

STEP 3: Verification:

a) Identify gaps or overlaps in the draft matrix and take steps to eliminate the same.

b) Distribute RACI matrix to concerned functional roles for their review and feedback.

c)  Incorporate the feedbacks provided.

STEP 4: Control:

Ensure that allocations as defined in RACI are being followed. This can be ensured by performing periodic audits.