Resources

RACI E-LEARNING RESOURCES

RACI Code Definitions (Module 1)
Remember the RACI code definitions with this useful, one-page reference guide to the four primary RACI codes and key combinations.

RACI Solutions Whitepaper (Module 1)
This whitepaper explains the basics of the RACI tool. A helpful reference for those learning RACI, this whitepaper includes the role confusion questionnaire, definitions of the four primary RACI codes and their common combinations, and walks readers through creating a RACI matrix.

Blank RACI Template (Module 2)
This RACI template, a one-page PDF, makes creating your RACI matrix simple and easy.

Assigning Roles RACI Template (Module 2, Activities 4 & 6)
This interactive template is a novel RACI matrix that puts the RACI roles, rather than participant names, across the top. Many people find this template more intuitive to use and easier to read than the traditional RACI matrix.

Sample Project Roadmap (Module 3)
Your team can use this fully customizable PowerPoint template to communicate project checkpoints and stay on track for your project goals.

RACI Smart Template and RACI Smart Template Kit (Module 3)
This Excel workbook is a sophisticated tool to help manage people and projects using RACI. Enter your activities or tasks, deadlines, and up to twenty groups or team members, then assign RACI codes. Individual assignment pages are automatically created for each group or team, and they each include an editable notes section. You can personalize the chart and accompanying instructions with your company’s logo.

A Checklist for Effective Delegation (Module 4)
Use this printable checklist to make sure that you are delegating effectively.

Sample Meeting Agenda (Module 5)
Keep your meetings on target and increase accountability by using this template to create a RACI-focused agenda. This Word template also includes definitions of the RACI codes as they are used for groups, and it can be customized with your company logo.

Next Steps Follow Up Template (Module 5)
Follow up on your meetings effectively using this fully customizable Word template, which uses RACI to increase accountability for individual project elements and steps.

RACI Role Design Template (Module 6)
Make onboarding new employees easier and more effective with this interactive PDF template that breaks down employee responsibilities using RACI codes.

Introduction – Leading Successful Change: 8 Keys to Making Change Work (Module 8)
The introduction to Leading Successful Change by Gregory P. Shea and Cassie A. Solomon discusses why change initiatives fail and introduces a model for approaching organizational change and redesign.

Role Confusion Assessment Questionnaire (Module 9)
A diagnostic tool, these twelve questions help identify role confusion in your organization.

“What Do Sponsors and Team Leads Actually Do?” Whitepaper (Activity 1)
Learn practical techniques for how sponsors and leaders can create strong, clear structure to improve their teams’ effectiveness, even when boundaries are unclear.

“In a High-Growth Company, Your Job May Be Growing, But Your Role May Be Shrinking” Whitepaper (Activity 2)
This whitepaper introduces the difference between entrepreneurial and professional management styles and explains how employees’ roles must narrow as their organizations grow.

Abstract – Growing Pains: Transitioning from an Entrepreneurship to a Professionally Managed Firm (Activity 2)
Learn more about the challenges that growing organizations face when they transition from entrepreneurial to professional management systems, as detailed in Eric G. Flamholtz and Yvonne Randle’s book, Growing Pains: Transitioning from an Entrepreneurship to a Professionally Managed Firm. This abstract also includes their diagnostic tool to determine if your company is experiencing growing pains.

These resources can be downloaded directly from within the appropriate module or activity.