RACI Matrix Toolkit

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Match your product or products to new customer needs

 

What are the benefits of meeting quality requirements in your project?

Does your project plan run contrary to regulatory or legal issues?

How often your project outcomes were worsen because of poor communications planning?

Do you share your business continuity and redundancy plans with your customers?

What special risks does the project have that need to be monitored and mitigated against?




...Find the answers to these, and more, questions with this RACI Matrix Toolkit:

  • Plan for stakeholder engagement when your stakeholders are in different locations.
  • Use your understanding of organizational structure models to increase your authority as a PM.
  • Reduce the variance of your risk over time.
  • Create your organizational culture that promotes partnerships.
  • As your organization analyst contribute to the sprint planning.
  • Decide on the level of formality in your organization analysis communication.
  • Know if your business is resilient enough.
  • Improve your skills and experiences.
  • Evaluate and optimize your data collection capability.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical RACI Matrix Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any RACI Matrix related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated RACI Matrix specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the RACI Matrix Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which RACI Matrix improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Which process would seek to understand levels of customer satisfaction and communicate what action plans have been put in place to deal with dissatisfaction?

  2. What type of baseline captures the structure, contents and details of the infrastructure and represents a set of items that are related to each other?

  3. Do you develop a higher degree of productivity, risk reduction, and compliance through the implementation of changes to your governance solution?

  4. Should other groups be accountable for activities to ensure checks and balances and accurate decision making throughout the process?

  5. How are application builds promoted from development into production, and who has the authority/access to the target environments?

  6. Where is there a growing gap in which your organization and others can create new solutions to ESG challenges?

  7. Which stage of the change management process deals with what should be done if the change is unsuccessful?

  8. Are stakeholder workforces in each organization aware of the new roles, responsibilities, and RACI charts?

  9. Who has the responsibility for review and risk analysis of all supplies and contracts on a regular basis?

  10. Does the change include the acquisition of new products, business portfolios, or different technologies?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the RACI Matrix book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your RACI Matrix self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the RACI Matrix Self-Assessment and Scorecard you will develop a clear picture of which RACI Matrix areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough RACI Matrix Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage RACI Matrix projects with the 62 implementation resources:

  • 62 step-by-step RACI Matrix Project Management Form Templates covering over 1500 RACI Matrix project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Portfolio management: How do you centrally track the benefits of RACI Matrix projects?

  2. Monitoring and Controlling Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the programme?

  3. Cost Baseline: Vac -variance at completion, how much over/under budget do you expect to be?

  4. Change Management Plan: What risks may occur upfront, during implementation and after implementation?

  5. Schedule Management Plan: Has a quality assurance plan been developed for the RACI Matrix project?

  6. Risk Register: Recovery actions - planned actions taken once a risk has occurred to allow you to move on. What should you do after?

  7. Team Operating Agreement: Do you post meeting notes and the recording (if used) and notify participants?

  8. Initiating Process Group: Will the RACI Matrix project meet the client requirements, and will it achieve the business success criteria that justified doing the RACI Matrix project in the first place?

  9. Risk Audit: What are the boundaries of the auditors responsibility for policing management fidelity?

  10. Quality Management Plan: Are there ways to reduce the time it takes to get something approved?

 
Step-by-step and complete RACI Matrix Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 RACI Matrix project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 RACI Matrix project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 RACI Matrix project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 RACI Matrix project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 RACI Matrix project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 RACI Matrix project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any RACI Matrix project with this in-depth RACI Matrix Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose RACI Matrix projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in RACI Matrix and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make RACI Matrix investments work better.

This RACI Matrix All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:RACI Matrix Checklist Report on DATA.pdf

Checklists:RACI Matrix Checklist Report on RACI.pdf

Checklists:RACI Matrix Checklist Report on RISK.pdf

Checklists:RACI Matrix Checklist Report on BUSINESS.pdf

Checklists:RACI Matrix Checklist Report on SERVICE.pdf

Checklists:RACI Matrix Checklist Report on PROJECT.pdf

Checklists:RACI Matrix Checklist Report on WORK.pdf

Checklists:RACI Matrix Checklist Report on TEAM.pdf

Checklists:RACI Matrix Checklist Report on PROCESS.pdf

Checklists:RACI Matrix Checklist Report on STAKEHOLDER.pdf

Checklists:RACI Matrix Checklist Report on MANAGEMENT.pdf

Checklists:RACI Matrix Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:RACI Matrix Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:RACI_Matrix_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:RACI Matrix Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:RACI_Matrix.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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