Overview
Clarify who owns, contributes to, approves, and receives information about important team activities. This matrix helps reduce duplicated effort, missed responsibilities, unclear authority, and confusion across roles or departments.
Use This Resource To:
Define responsibilities for recurring activities
Assign ownership and accountability
Clarify who participates in decisions
Identify required reviews and approvals
Document cross-functional responsibilities
Recognize gaps or unnecessary duplication
Support onboarding, delegation, and organizational change
Best For: Business owners, managers, project leaders, cross-functional teams, and organizations experiencing unclear or overlapping responsibilities
Available Formats: Microsoft Excel | Fillable PDF
What’s Included: Editable roles and responsibilities matrix | RACI-style assignment guide | Role-definition worksheet | Completed sample matrix | Team review checklist
Overview
Clarify who owns, contributes to, approves, and receives information about important team activities. This matrix helps reduce duplicated effort, missed responsibilities, unclear authority, and confusion across roles or departments.
Use This Resource To:
Define responsibilities for recurring activities
Assign ownership and accountability
Clarify who participates in decisions
Identify required reviews and approvals
Document cross-functional responsibilities
Recognize gaps or unnecessary duplication
Support onboarding, delegation, and organizational change
Best For: Business owners, managers, project leaders, cross-functional teams, and organizations experiencing unclear or overlapping responsibilities
Available Formats: Microsoft Excel | Fillable PDF
What’s Included: Editable roles and responsibilities matrix | RACI-style assignment guide | Role-definition worksheet | Completed sample matrix | Team review checklist