[Use Cases] Project RACI โœ…

Hey everyone!ย 

We are ready to launch the next discussion on use cases ๐Ÿค— Today, letโ€™s discuss Project RACI!ย 

  • Use Case: Project RACI.
  • Can be used by: Any team.
  • How to launch: From the space creation dialogue.
  • Functionality used: Projects, folders, tasks, custom fields, dashboards, a report.
  • Whatโ€™s inside: Sample project with subfolders for different stages and custom fields to define RACI roles, a Project Manager View dashboard, a Team Member View dashboard, and a RACI Team View report.ย 
  • Additional resources:ย 

Whatโ€™s RACI

RACI (or sometimes RASCI) is a responsibility assignment matrix and an acronym for responsible, accountable, (supportive), consulted, and informed.ย 

A RACI model identifies:

  • Who is responsible for completing the task or making the decision
  • Who is accountable for the project overall or must review and sign off on deliverables and decisions
  • Who needs to be supportive and consulted to provide input on a particular item or task
  • Who needs to be kept informed on project progress and completion

Project RACI

This template can help you go beyond the more common assignment model where you assign a project or task to a team member. This setup provides a more in-depth framework with multiple team members involved with a different level of responsibility.ย ย 

This clarity of who does what is provided by the assignee field that is used for the Responsible in RACI and the user type custom fields for Accountable, Consulted, and Informed.

The Project RACI template also includes two dashboards for a quick glance at whoโ€™s responsible for what for managers (Project Manager View dashboard), and for team members (Team Member View dashboard).

In addition to that, thereโ€™s a pre-made report - RACI Team View - that you can use for progress tracking.

Would you be interested to start using the RACI model to leverage the responsibility level in your team? Or maybe youโ€™re using this model already? Please share below ๐Ÿ‘‡

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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16 comments
Spot On Innovative Approach Stellar Advice

This is awesome! I just completed my own little RACI matrix, in Excel, a couple weeks ago. I can see this being helpful for other users!ย ย 

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Spot On Innovative Approach Stellar Advice

Definitely going to test this out ... especially to see the dashboards. Thanks!

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Spot On Innovative Approach Stellar Advice

Love the idea of using custom fields for RACI data - I think this will be very helpful!

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Spot On Innovative Approach Stellar Advice

We have built a RACI with custom fields for our projects. This helps us to use Job Roles for planning and along with assigning tasks once we have identified everyone assigned to the project.

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Spot On Innovative Approach Stellar Advice

We loosely use RACI but I am interested in solidifying that and getting it in Wrike. I like the use of custom fields to do that.ย 

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Spot On Innovative Approach Stellar Advice

The custom field usage for this seems interesting. Will try it.

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Spot On Innovative Approach Stellar Advice

We globally use a custom filed for the accountable person of a task and use several dashboards for filtering.

But instead of an additional custom field for people whoe shuld get informed, I suggest using the follow function. It's so helpful just to type a note @followers to share news on a task, instead of copying names of (sometimes hidden) custom fields.

In addition I support the request of advanced auto-follow-settings: Advanced auto-follow settings โ€“ Wrike Help Center

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Spot On Innovative Approach Stellar Advice

It's great to know some of you are already using the RACI model ๐Ÿ˜Š We're hoping that you will consider using it if you're not currently doing it too ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

We are not currently using the RACI model, but this looks like a great way to start!

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Spot On Innovative Approach Stellar Advice

We are only a small business - this seems like another level of red tape that we don't need tbh

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Spot On Innovative Approach Stellar Advice

If you decide to start using it, know that there's a template for that, it can make it easier for you at the beginning ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Spot On Innovative Approach Stellar Advice

We are doing something like this in our department right now in excel. Might see if this will meet our needs instead!

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Spot On Innovative Approach Stellar Advice

Another great template, but another template that my team does not have a use for. We loosely do something similar for major projects, but it is not in wrike as people outside of our team do not/will not use wrike.

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Spot On Innovative Approach Stellar Advice

Great new addition!

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Spot On Innovative Approach Stellar Advice

We've just started using the RACI model. Excited to start integrating this into our Wrike processes!

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Spot On Innovative Approach Stellar Advice

Thanks so much for your feedback, everyone!ย 

Jesse Summers great to hear that! It would be very interesting to know how it goes ๐Ÿ˜Š And please post if you have any questions!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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