1 of 14

AGILE PLANNING RACI PRESENTATION TEMPLATE

RESPONSIBLE

ACCOUNTABLE

CONSULTED

INFORMED

2 of 14

Agile Planning RACI

00/00/0000

 

RESPONSIBLE

ACCOUNTABLE

CONSULTED

INFORMED

3 of 14

OVERVIEW

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

​

Role

One

Role

Two

Role

Three

Role

Four

Role

Five

Task 1

​

​

​

​

​

Task 2

​

​

​

​

​

Task 3

​

​

​

​

​

Task 4

​

​

​

​

​

Task 5

​

​

​

​

​

PROJECT

Mission to Complete

the Thing We Need

to Do

PROJECT MANAGER

Nelle Porter

BUDGET

$82,500

DUE DATE

Tuesday, 00/00/0000

4 of 14

ROLES & RESPONSIBILITIES

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

Nelle Porter

Richard Fish

John Cage

Elaine Vassal

​

CONTENT

DESIGNER

DEV

PM

Research

C

I

I

R

Interviews

A

C

C

I

Wireframe

R

C

I

A

PHASE 1:

PROJECT PLANNING

5 of 14

ROLES & RESPONSIBILITIES

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

Nelle Porter

Richard Fish

John Cage

Elaine Vassal

​

CONTENT

DESIGNER

DEV

PM

Provide Imagery

A

R

C

I

Systems Design

A

R

R

I

Systems Analysis + Req

A

A

R

C

PHASE 2:

DEVELOPMENT

6 of 14

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

​

Nelle

Ling

Renee

Elaine

Georgia

Request Review by PMO

​

​

​

​

​

Submit Project Request

​

​

​

​

​

Research Solution

​

​

​

​

​

Develop Business Case

​

​

​

​

​

Create Project Charter

​

​

​

​

​

Create Schedule

​

​

​

​

​

Create Additional Plans as Required

​

​

​

​

​

Build Deliverables

​

​

​

​

​

Create Status Report

​

​

​

​

​

Perform Change Management

​

​

​

​

​

Create Lessons Learned

​

​

​

​

​

Create Project Closure Report

​

​

​

​

​

RACI MATRIX

7 of 14

PHASE 1: INITIATE

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

 

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Project Leadership

Project Team Members

Project Sub-Teams

External Resources

Request Review by PMO

A / C

R / A

 

 

 

R / A

A / C

 

C

 

 

 

 

 

 

 

 

 

 

 

Submit Project Request

 

 

 

 

 

R

 

 

 

 

 

 

 

 

 

 

A

 

 

 

Research Solution

I

 

 

 

 

R / A

A / C

A / C

C

 

 

 

C

 

 

C

 

 

 

 

Develop Business Case

I

A / C

I

I

 

R / A

C

C

C

 

 

 

C

 

 

C

C

 

 

 

Project

Deliverable

or Activity

Executive Sponsor

Project Sponsor

Steering Committee

Advisory Committee

Role 5

Project Manager

Tech Lead

Functional Lead

SME

Project Team Manager

Developer

Administrative Support

Business Analyst

Role 4

Role 5

Consultant

PMO

Role 3

Role 4

Role 5

8 of 14

PHASE 2: PLAN

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

 

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Project Leadership

Project Team Members

Project Sub-Teams

External Resources

Create Project Charter

C

C

 

 

 

R / A

C

C

C

 

 

 

C

 

 

C

 

 

 

 

Create Schedule

I

I

I

I

 

R / A

C

C

C

C

C

C

C

 

 

C

I

 

 

 

Create Additional Plans as Required

I

I

I

 

 

R / A

 

 

 

I

I

I

I

 

 

C

I

 

 

 

Project

Deliverable

or Activity

Executive Sponsor

Project Sponsor

Steering Committee

Advisory Committee

Role 5

Project Manager

Tech Lead

Functional Lead

SME

Project Team Manager

Developer

Administrative Support

Business Analyst

Role 4

Role 5

Consultant

PMO

Role 3

Role 4

Role 5

9 of 14

PHASE 3: EXECUTE

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

 

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Project Leadership

Project Team Members

Project Sub-Teams

External Resources

Build Deliverables

C / I

C / I

C / I

C / I

 

 

R / A

R / A

R / A

R / A

R / A

 

 

 

 

A / C

 

 

 

 

Create Status Report

I

I

I

I

 

R / A

R / A

R / A

R / A

 

 

 

 

 

 

C

I

 

 

 

Project

Deliverable

or Activity

Executive Sponsor

Project Sponsor

Steering Committee

Advisory Committee

Role 5

Project Manager

Tech Lead

Functional Lead

SME

Project Team Manager

Developer

Administrative Support

Business Analyst

Role 4

Role 5

Consultant

PMO

Role 3

Role 4

Role 5

10 of 14

PHASE 4: CONTROL

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

 

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Project Leadership

Project Team Members

Project Sub-Teams

External Resources

Perform Change Management

 

C

C

C

 

R

A

A

A

 

 

 

 

 

 

C

I

 

 

 

Project

Deliverable

or Activity

Executive Sponsor

Project Sponsor

Steering Committee

Advisory Committee

Role 5

Project Manager

Tech Lead

Functional Lead

SME

Project Team Manager

Developer

Administrative Support

Business Analyst

Role 4

Role 5

Consultant

PMO

Role 3

Role 4

Role 5

11 of 14

PHASE 5: CLOSE

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

 

 

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

 

 

Project Leadership

Project Team Members

Project Sub-Teams

External Resources

Create Lessons Learned

C

C

C

C

 

R / A

C

C

C

C

C

C

C

 

 

C

C

 

 

 

Create Project Closure Report

I

I

I

I

 

R / A

I

I

I

I

I

I

I

 

 

 

I

 

 

 

Project

Deliverable

or Activity

Executive Sponsor

Project Sponsor

Steering Committee

Advisory Committee

Role 5

Project Manager

Tech Lead

Functional Lead

SME

Project Team Manager

Developer

Administrative Support

Business Analyst

Role 4

Role 5

Consultant

PMO

Role 3

Role 4

Role 5

12 of 14

RISK

RESPONSIBLE

CONSULTED

ACCOUNTABLE

INFORMED

​

Role

One

Role

Two

Role

Three

Role

Four

Role

Five

Task 1

​

​

​

​

​

Task 2

​

​

​

​

​

Task 3

​

​

​

​

​

Task 4

​

​

​

​

​

Task 5

​

​

​

​

​

HIGH

LOW

RISK LEVEL

HIGH

LOW

IMPORTANCE

13 of 14

NOTES

summary information / comments

 

14 of 14

DISCLAIMER

 

Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.