A popular way to visualize the roles and responsibilities for your governance plan is using a RACI matrix, also known as a “Linear Responsibility chart” or “Responsibility assignment matrix”.
RACI is an acronym derived from the four key responsibilities used in project or business planning:
The matrix is typically created with rows of tasks (e.g., from a work breakdown structure) or deliverables (e.g., from a product breakdown structure), and columns of roles (e.g., from an organizational chart)
Each role has its perks:
Those who do the actual work. There is typically one role with a participation type of responsible, but others can assist
Accountable (or Approver)
The one answerable for the correct completion of the deliverable or task. In other words, an accountable must sign off (approve) on work that responsible provides. There must be only one accountable specified for each task or deliverable.
Those whose opinions are sought, typically experts in the matter, thus 2 way communication
Those who are kept up-to-date on progress, thus 1 way communication
– For every deliverable there is only 1 Accountable.
– The Accountable needs to have the authority to do the actual sign-off.
– The Accountable and Consulted roles also have implicitly the Informed role
Joel oleson has a good template with easy-to-recognize colors for using it in a SharePoint context
Creating a RACI SharePoint list
But you can also use a SharePoint list for this:
– create your columns with the roles
– create items with the tasks that need to be done
That will result in something like following example: