RACI MATRIX WORKSHEET
Process # 1: Contract-to-Launch Customer Implementation Process
Instructions: Write down all of the team members involved with this process. List their title versus their name. For each of the activities you identified in Step 2, assign which team member will be part of the process. You will do this by clicking on the cell and typing "R", "A", "C" or "I". Each activity should have one team member assigned and sometimes you will have more than 1 team member for each activity.
R - Responsible - who performs the task      A - Accountable - who signs off      C - Consulted - who provides expert judgement      I - Informed - who is kept informed
Role/Activity Schedule and conduct initial kickoff call Create customer profile in CRM Assign dedicated implementation specialist Configure customer subdomain Send welcome email package Conduct requirements gathering
Project Role
Project Role
Project Role
Project Role
Project Role
Project Role
Project Role
Project Role
Legend:
RResponsible - who performs the task
AAccountable - who signs off
CConsulted - who provides expert judgement
IInformed - who is kept informed
COMPLETED EXAMPLE
Role/Activity Schedule and conduct initial kickoff call Create customer profile in CRM Assign dedicated implementation specialist Configure customer subdomain Send welcome email package Conduct requirements gathering
Customer Success Manager R A A I C C
Implementation Specialist A I R R R R
Solutions Consultant C I I C I A
Technical Support I I I A I C
Account Executive C R I I I I
Marketing Manager I I I I A I