Safe Agile RACI Chart Template

Implementing the Scaled Agile Framework (SAFe) can be a complex undertaking, with multiple teams and stakeholders involved. That's why having a RACI chart is essential for ensuring clear roles and responsibilities are defined and communicated effectively. With ClickUp's Safe Agile RACI Chart Template, you can streamline your implementation process and achieve successful outcomes.

This template helps your agile teams:

• Define and assign roles and responsibilities with clarity and transparency


• Ensure accountability for various activities and deliverables


• Facilitate collaboration and alignment across teams and stakeholders

Whether you're starting a new SAFe implementation or looking to optimize an existing one, ClickUp's Safe Agile RACI Chart Template has got you covered. Take control of your implementation process and achieve agile success today!

The Safe Agile RACI Chart Template brings numerous benefits to agile teams implementing the Scaled Agile Framework (SAFe). With this template, teams can:

• Clearly define and communicate roles and responsibilities within the organization


• Ensure accountability for various activities during the implementation process


• Improve collaboration and coordination among team members


• Streamline decision-making processes by identifying who is responsible, accountable, consulted, and informed for each task or activity


• Enhance transparency and visibility into the progress of the implementation process


• Align team members' understanding of their roles and responsibilities, reducing confusion and conflicts


• Enable effective delegation of tasks and activities, maximizing efficiency and productivity

ClickUp's Safe Agile RACI Chart template is designed to help you manage roles and responsibilities within your projects effectively. Here are the main elements of this template:

• Custom Statuses: Track the progress of your tasks with four different statuses: Closed, Open, In Review, and In Progress, so you can easily identify the current state of each item in the RACI Chart.


• Custom Fields: Utilize seven custom fields, including Designer, Role Assignee, Product Manager, Developer, Content Manager, QA Engineer, and RACI Item Type, to assign specific roles, responsibilities, and item types to each task, ensuring clarity and accountability.


• Custom Views: Access three different views in ClickUp to visualize your RACI Chart effectively. Use the RACI Matrix view to see the full matrix layout of responsibilities, the Project Team view to manage and track the team members involved, and the Matrix view to get an overview of the entire RACI Chart.


• Collaboration and Workflow Management: Leverage ClickUp's collaboration features such as comments, notifications, and task assignments to enhance communication and streamline your workflow within the RACI Chart.

If you're looking to implement the Safe Agile RACI Chart Template, follow these six steps to ensure a smooth and efficient process:

1. Define your project scope and objectives

Before diving into the Safe Agile RACI Chart Template, clearly define the scope and objectives of your project. This will help you identify the key roles and responsibilities that need to be assigned to team members.

Use the Goals feature in ClickUp to outline your project scope and objectives.

2. Identify the key stakeholders

Identify all the stakeholders involved in your project. These are individuals or groups who have a vested interest in the project's outcome. It's important to involve all relevant stakeholders to ensure their needs and expectations are met.

Create a Board view in ClickUp to list all the key stakeholders and their roles.

3. Assign RACI roles to team members

RACI stands for Responsible, Accountable, Consulted, and Informed. Assign these roles to team members based on their responsibilities and level of involvement in the project. The Responsible role refers to those who are responsible for completing specific tasks, while the Accountable role represents the person ultimately answerable for the project's success.

Use the Custom Fields feature in ClickUp to assign RACI roles to team members.

4. Communicate and collaborate

Ensure clear communication and collaboration among team members by using ClickUp's built-in communication tools. This will help avoid any confusion regarding roles and responsibilities and keep everyone aligned with the project's objectives.

Utilize the Email and Chat features in ClickUp to facilitate seamless communication and collaboration.

5. Regularly review and update the RACI chart

As the project progresses, review and update the RACI chart regularly to reflect any changes in roles or responsibilities. This will help ensure that all team members are aware of their tasks and accountabilities throughout the project's lifecycle.

Set a recurring task in ClickUp to review and update the RACI chart at regular intervals.

6. Monitor and evaluate performance

Monitor the performance of team members based on their assigned roles and responsibilities. This will help identify any gaps or areas for improvement. Regularly evaluate the effectiveness of the RACI chart in achieving project goals and make adjustments as necessary.

Use the Dashboards and Workload view in ClickUp to monitor team performance and track progress towards project objectives.

Agile teams implementing the Scaled Agile Framework (SAFe) can use the Safe Agile RACI Chart Template to define and communicate roles and responsibilities within the organization, ensuring clear accountability for various activities during the implementation process.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to ensure clear accountability:

• Use the RACI Matrix View to define and visualize the roles and responsibilities for each activity in your SAFe implementation


• The Project Team View will help you assign team members to specific roles and tasks, ensuring everyone knows their responsibilities


• Use the Matrix View to get a comprehensive overview of the RACI chart, making it easier to identify any gaps or overlaps in accountability


• Organize activities into four different statuses: Closed, Open, In Review, In Progress, to keep track of progress


• Update statuses as you progress through activities to keep team members informed of progress


• Monitor and analyze the RACI chart to ensure maximum accountability and successful implementation of SAFe.