Easily assign and clarify roles with this Excel template. Includes 4 proven models (RACI, RASCI, DACI, DRIVE) plus a customizable option, color-coded formatting, dynamic summaries, and step-by-step instructions.
Take the guesswork out of “who does what” with this StepAhead Sheets Roles & Responsibilities Matrix Template. Built for managers, project leads, and cross-functional teams, this spreadsheet helps you clearly define accountability, ownership, and involvement.
🔑 Why you’ll love it:
📘 Comprehensive Instructions Tab → Guided setup in 4 easy steps.
🎨 Two Color Schemes → Switch formatting across all tabs with one click (bold or muted options).
🔄 Four Widely Used Models → RACI, RASCI, DACI, DRIVE, all pre-populated with role descriptions.
✍️ Flexible & Customizable → Adjust definitions to fit your organization, or use the “Choose Your Own” model for complete control.
🧩 Matrix Flexibility → Add/delete columns, reformat headers, and adapt for any team size.
📊 Dynamic Role Summary → Instantly view what each role is responsible, accountable, consulted, or informed for.
✨ Perfect for:
> Team leaders wanting clear accountability across functions
> Project managers launching cross-department initiatives
> Consultants or HR professionals building role clarity frameworks
> Departments like marketing, IT, operations, finance, and e-commerce
📂 What you’ll receive:
> 1 Excel file with fully formatted templates for RACI, RASCI, DACI, DRIVE, and Custom model
> Pre-populated role descriptions across all models (editable as needed)
> Instructions tab to get started right away
> Designed for Office 365 Users (Current Channel). Instant Excel File Download.
This professional yet easy-to-use template ensures alignment, reduces confusion, and saves time when documenting roles and responsibilities.
