Free Agile RACI Templates

Download Agile RACI Roles and Responsibilities Matrix Template
Microsoft Excel | Google Sheets 

Use this comprehensive Agile RACI roles and responsibilities matrix template to identify the Agile team members who will be responsible, accountable, consulted, or informed (RACI) for each project deliverable or task. Enter your Agile project’s name and a brief description, and list all team members and their roles. Next, assign team members who will be responsible for completing each deliverable or task, accountable for the work, consulted regarding the work, and informed of the work’s progress. The template comes pre-built with color-coded RACI-letter designations and includes sample team member photos where you can upload photos of your actual team. This template is the perfect solution for Agile teams looking to clarify feature and task ownership. 

To learn more about optimizing Agile for your team’s development projects, read this comprehensive article on Agile project management.

Download Agile RACI Matrix by Assignment Template
Microsoft Excel | Google Sheets

Clarify project roles and responsibilities using this Agile RACI matrix by assignment template. This template can help project sponsors, project managers, Scrum masters, and other stakeholders quickly understand project phases and tasks, and to know which team members are responsible for each. List the status of each project phase or task, provide a task description, and identify the team member who is responsible for completing the work. By listing who is accountable, consulted, and informed for each task, everyone can rest assured that the project has a clear and productive division of labor.

Download Agile Planning RACI Presentation Template 
Microsoft PowerPoint | Google Slides

Use this Agile planning RACI presentation template to provide team members, project sponsors, and other stakeholders with key team information. Enter individual project tasks and the team members who are responsible for, accountable to, consulted regarding, or informed about each one. By doing so, you can easily present a visually dynamic, high-level overview of your Agile team’s project sprint workload and progress. 

For details on successful Agile RACI project planning, read this comprehensive project management guide to RACI.

Download Example Agile RACI Matrix 
Microsoft Excel | Google Sheets

This template provides color-coded column sections that divide phase-by-phase project tasks into RACI groups. By following the structure of the template, Agile teams and project sponsors can ensure that the team has a clear understanding of who is responsible for each task and deliverable. The template includes task-by-task sample text and comes pre-built with five typical development stages (Initiate Phase, Plan Phase, Execute Phase, Control Phase, and Close Phase). Regardless of your industry or project type, this customizable example Agile RACI matrix will ensure that you are able to account for every team member’s responsibilities within each sprint on your project roadmap.

Download Scrum Team Agile Maturity Matrix Template
Microsoft Excel | Google Sheets 

Use this Scrum team Agile maturity matrix template to assess your team’s Agile practices. The template includes five major areas for evaluating your implementation of Agile into your development practices: Agile Team Dynamics, Agile Team Environment, Product, Agile Process Mechanics, and Agile Development Practices. Once you enter the numerical maturity level for each listed area, this template’s unique Agile Maturity Matrix Radar tab will aggregate the data into a visually dynamic radar graph. 

Check out this comprehensive guide to Agile Scrum team roles and responsibilities, and ensure that you’re building the most effective Scrum team possible.

Download Scaled Agile Framework (SAFe) Roadmap Template
Microsoft PowerPoint | Google Slides

Use this scaled Agile framework (SAFe) roadmap template to capture your Agile team’s project objectives, tasks, and milestones. Color-coded Program Increment (PI) columns enable you to enter each PI’s primary deliverables so that all Agile project team members and stakeholders are aware of the project feature release schedule. This fully customizable template allows you to adjust the duration for each PI, project phase, individual task, or stretch objective so that you can ensure stakeholder buy-in for your project from the beginning.

An Agile RACI matrix is a role-responsibility matrix for Agile teams that clarifies who is responsible for which project components. Use an Agile RACI matrix to structure your Agile team’s development sprint schedule, define project deliverable roles, and assign tasks.  

An Agile RACI matrix provides a structure for dividing responsibilities among team members. By implementing a RACI matrix, project managers can clarify who is responsible for completing each task, who is accountable for ensuring the task is completed, who has been consulted about the task, and who has been informed that the task or feature is being developed. 

RACI is an acronym for responsible, accountable, consulted, and informed. Below is a key for each component of the RACI matrix:

• Responsible: Use R to designate which team member will work on the task, such as a software developer or programmer.
• Accountable: Use A to designate which team member is accountable for completing the task, such as a product manager or project manager.
• Consulted: Use C to designate which team member has been consulted on the task, such as the chief technology officer. 
• Informed: Use I to designate which team member has been informed of the task’s development, such as a customer service representative or sales manager. Usually, this team member’s own work will depend on the task’s completion. 

While templates may vary, Agile RACI templates typically include the following components: 

• Project Title: Enter the name of your Agile project.  
• Project Manager: Enter the name of the project manager overseeing the Agile project. 
• Phase: Enter a name for each phase of your Agile project. Examples include Initial Plan Phase, Plan Phase Activities, or Control Phase Activities. Under the appropriate Agile project phase, create tasks and assign them to team members.  
• Task Readiness: For each project task, determine whether team members can begin work on it.
• Task Description: Provide a brief description of the task to be completed by the assigned team member.   
• RACI Matrix: Fill out the four components of the RACI matrix for each task. 
• Percent Complete: Provide the percentage of progress toward completion for each project task.  
• Due Date: Set due dates by which each project task must be completed.  
• Task Status: Provide a status of the task that must be completed, such as Not Started, In Progress, Complete, Needs Review, or On Hold.
• Notes: Add any relevant notes for each project task so that team members can easily track updates and other activities related to that task.

Agile is a project management methodology that divides projects into short development cycles, and RACI is a matrix that clarifies project roles. RACI matrices document which team members are responsible, accountable, consulted, or informed for each project task. 

Agile project management focuses on delivering projects or products iteratively, by dividing work into cycles, or sprints. Unlike Waterfall methodology, which involves fewer releases and more features per release, Agile releases are incremental and therefore more frequent. The aim of Agile methodology is to improve development processes through incremental adjustments. Agile also facilitates the early delivery of products or services and gives teams the flexibility to quickly adjust to requirements changes.

A RACI matrix, or responsibility assignment matrix (RAM), enables Scrum masters, project managers, and other project stakeholders to assign roles to team members for each project task or deliverable. Whereas a typical project timeline allows you to assign an owner to a particular task for completion, a RACI matrix provides a holistic view, or ecosystem, of all team members involved in task completion.

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