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Roles and Responsibilities (RACI)

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In this lesson, you will learn:

  • What R, A, C and I mean
  • How to build a RACI for Discovery tasks
  • The Clear View RACI

🔁 Quick look back: Last time: Running the Kickoff Call. You learned how to run a 90-minute kickoff call.

1 The Problem: Nobody Is Sure Who Does What

After kickoff, small questions pile up:

  • Who creates the Linux account: you or Priya?
  • Who decides which fields Discovery may update?
  • Who needs to know when a scan runs?

🎯 The problem: Nobody is sure who does what on Clear View.

👉 The fix: Build a RACI: one table that says who does, owns, advises and is told about each task.

RACI table for key Clear View tasks.
Figure 1. Part of the Clear View RACI.

2 R, A, C and I

Key term: Responsible

Does the work.

Key term: Accountable

Owns the result and says it’s done. Only one person per task.

Key term: Consulted

Gives advice before the work is done.

Key term: Informed

Is told when it’s done.

⭐ Remember: Every task has exactly one Accountable person.

3 Building the RACI

  1. List the main tasks from the plan.
  2. For each, name one Accountable person.
  3. Add who does it, who advises, and who is told.
  4. Review it with the client lead, then share it.

💡 Good to know: Need a refresher? See ITSM Implementation › Implementation Methodology › Who’s Who on an ITSM Project for project roles in general.

4 Project Clear View: How We Implemented It

📍 Situation: Priya and you both thought the other would create the Linux account.

🧭 Decision: Build the RACI in week 1 and get Hana to agree it.

🛠️ Steps we took:

  1. Listed 20 tasks from the plan.
  2. Named one Accountable person for each.
  3. Marked Farah as Accountable for every scan approval.
  4. Reviewed the table with Hana, then shared it.

✅ What we verified:

  • No task has two Accountable people.
  • Priya confirmed she creates the server accounts, with Farah consulted.

📁 Evidence: The Clear View RACI, in the project folder.

5 Quick recap

  • R does the work. A owns the result. C advises. I is told.
  • Each task has exactly one Accountable person.
  • Build the RACI from the plan’s tasks.
  • Agree it with the client lead, then share it.

6 Check yourself

Think of your answer first. Then tap to check.

1 What’s the difference between Responsible and Accountable? Show answer

Responsible does the work. Accountable owns the result and says it’s done.

2 How many Accountable people can a task have? Show answer

Exactly one.

3 Who is Accountable for approving scans at SNWR? Show answer

Farah Siddiqui.

Nice work! Everyone on Clear View knows their part. 🎉
Next up: The Project Plan and Timeline

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