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Role Analysis (RACI) - Understanding and Applying RACI to Improve Performance and Collaboration

  • Course Description
  • Learning Outcomes
  • Audience
  • Syllabus

Course Description

In this course, participants will learn the power of RACI charting, one of the more popular techniques used for role-based analysis, to clarify roles and responsibilities within teams and processes. Real-life examples will be used to highlight the approach, variations, and tips and tricks for applying it for real value.

Learning Outcomes

  • Understand how role clarity is a critical success factor for many of our processes​
  • Learn best practices for defining and enabling process roles ​
  • Learn how to create and use a RACI chart & understand alternative approaches and uses​
  • How role analysis fits into process design, project planning, performance, and improvement

Audience

  • Process Improvement Specialists who focus on identifying and implementing strategies to enhance business processes
  • Change Specialists who guide organizations through change management processes to ensure smooth transitions
  • Project Planners, Managers, and Leaders who are responsible for planning, executing, and leading projects to achieve specific organizational goals while ensuring efficiency and alignment with strategic objectives
Continuing Education Units (CEUs)
0.4 - 0.8

As an IACET Accredited Provider, APQC offers between .4 and .8 CEUs for this course that comply with the ANSI/IACET Continuing Education and Training Standard.

Syllabus

    • High-Performing Teams
    • Role Clarity
    • Examples of Role Clarity
    • Implications of Role Clarity 
    • RACI Charting Overview
    • Level & Detail
    • Clarify the Scope of the RACI
    • Clarify the Activities
    • Other Considerations
    • RACI Example – Order to Cash
    • RACI Example – Lead to Launch
    • Activity #1: Product/Service Lifecycle
    • Project Charter
    • Activity #2: Complete a RACI
    • Socialize & Confirm
    • Integrated Plan & RACI
    • Alternatives
    • Using RACI to Drive Improvement & Change
    • Leverage Throughout Lifecycle
    • Applying the Results
    • Highlights and Wrap-Up
    • Course Evaluation

Related Resources

Tools & Templates

Common Process Management Roles

Sep 06, 2023 Lock
Tools & Templates

Using a RACI Chart

Sep 25, 2023 Lock
Collections

Benchmarking and Improvement Tools

Aug 22, 2025
  • Role Analysis (RACI) - Understanding and Applying RACI to Improve Performance and Collaboration
  • Role Analysis (RACI) - Understanding and Applying RACI to Improve Performance and Collaboration
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