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Free template · Plan phase

RACI matrix template for IT projects

Who is responsible, accountable, consulted and informed. Free download in Excel.

CM-TPL-PLN-07Plan phaseExcelFree
Download Excel (.xlsx)
Free download

Download the raci matrix template

Show who is Responsible, Accountable, Consulted and Informed for every migration activity, with a check that each activity has exactly one Accountable.

Download Excel (.xlsx)

Free to use and adapt. Document ID CM-TPL-PLN-07, version 1.0, November 2026.

What's inside

What the template includes

Sheet: RACI

16 columns, with dropdowns, formulas and 37 example rows:

IDPhaseActivityProject sponsorSteering committeeProject managerMigration leadSolution architectMessaging / identity engineersSecurity and complianceNetwork and infrastructureChange and commsService deskBusiness owners / championsVendor / partnerCheck

Sheet: Role load

8 columns, formulas and 12 example rows:

RoleRACI columnR countA countC countI countNamed personAvailability (% FTE)
How to use it

How to use this template

  1. Rename the role columns to match your organisation if needed, keeping one column per role, not per person.
  2. For each activity choose R, A, C, I or A/R from the dropdown. Leave blank where the role has no involvement.
  3. Every activity must have exactly one A (or A/R); the Check column flags any row that does not.
  4. Watch for roles with too many R or A entries on the Role load sheet; they are a bottleneck.
  5. Walk through the matrix at kick-off and get each lead to confirm their entries.
Built to a standard

Ready to share with your steering committee

  • Branded cover or instructions page with document ID and version
  • QR code linking to the latest version, and a Code128 barcode for your document register
  • Document control, approval block and a clear disclaimer
  • Example rows written for real migration projects, which you replace with your own
FAQ

Questions about this template

Is the raci matrix template free?

Yes. Download it in Excel and adapt it for your organisation. No sign-up is needed.

Can I use it in Google Sheets or Google Docs?

Yes. Upload the file to Google Drive and open it with Google Sheets or Docs. Dropdowns and most formulas carry across; check conditional formatting after converting.

Can I remove the Cloud-Migrations branding?

Yes. Replace the logo and footer with your own. Keep the disclaimer in mind: the template is general guidance and needs adapting to your project.

How do I know I have the latest version?

Scan the QR code on the cover or instructions sheet. It opens this page, which always links to the current version.