Responsibility chart (RACI chart) template
A responsibility chart that lists tasks by person and backup so everyone knows who owns what. Works as a simple RACI chart.
- ๐บ๐ธ US format ยท Letter size
- Free
This is a sample form. Check that the terms and pay match federal and state labor rules and your company policy.
Pick your options and the preview updates. The file opens in Excel, Google Sheets or Numbers.
The file is built in your browser. Nothing is uploaded or saved.
Sheets
- How to use
- Responsibility chart: #, area, task, owner and backup (or R, A, C, I), frequency (dropdown), deliverable or system, notes, sign-off rows
- By person: tasks per name (COUNTIFS)
Color key
- Yellow cells: fill these in
- Blue cells: formulas, leave them as they are
- Gray rows: examples you can delete
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Responsibility chart
| # | Area | Task | Owner | Backup | Frequency | Deliverable or system | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Finance | Reconcile bank statements and post month-end entries | Jordan Lee | Taylor Kim | Monthly | QuickBooks | Close by the 5th business day |
| 2 | HR | Collect timesheets and submit payroll | Taylor Kim | Jordan Lee | Biweekly | Payroll portal | Due Monday noon |
| 3 | Operations | Order office and warehouse supplies | Sam Park | Casey Nguyen | As needed | Purchase requisition | Over $500 needs approval |
By person
| Person | Owner tasks | Backup tasks | Notes |
|---|---|---|---|
| Jordan Lee | 1 | 1 | |
| Taylor Kim | 1 | 1 | |
| Sam Park | 1 | 0 | |
| Casey Nguyen | 0 | 1 | |
| (auto) | (auto) | ||
| Total | =SUM(โฆ) | =SUM(โฆ) |
This shows the first part of each sheet as it prints on Letter paper. The file also has a how-to sheet and formulas, and every column fits one page width when you print from Excel.
How to use it
Pick Owner and backup for a simple chart or RACI when several people touch each task, choose how many rows you need and download. Each row is one task with its area, the people, how often it happens and where the output lives.
The By person sheet counts tasks per name, so you can see who is overloaded and which tasks have no backup. Sign-off rows under the chart give the manager a place to date and approve the version everyone works from.
Things to watch
Names must match exactly between the two sheets or the counts miss them. In the RACI version keep one Accountable name per task. When people change roles, save a new copy with a new as-of date rather than editing the old one, so you keep a history of who owned what.
Calculators that go with this
Frequently asked questions
Do I need a backup for every task?
Not required, but a blank backup means the task stops when the owner is out. The By person sheet makes those gaps easy to spot.
What is the difference between Responsible and Accountable?
Responsible does the work. Accountable signs off and answers for the result, usually a manager, and there should be only one per task.
Does it work in Google Sheets?
Yes. COUNTIFS works the same in Google Sheets. You may need to re-create the dropdown list for Frequency.
Is what I type saved anywhere?
No. Everything stays in your browser and nothing is sent to our server. If you refresh the page it is gone, so print, save a PDF or download the DOCX when you are done.