Use cases RACI and team contracts
A RACI matrix, or responsibility matrix, shows who is Responsible, Accountable, Consulted and Informed for each deliverable. Under ISO 19650 it sets out which task team delivers what, and when. In Plannerly the RACI sits on the work itself, each team signs for its own part, and deliveries are tracked against it.
When a deliverable goes missing, know which company was accountable and that it signed up to it. Each appointed party gets a contract with only its own work, and the evidence of what it delivered builds up against the plan you agreed.
Stop chasing subcontractors who never agreed to their row. Give every deliverable one accountable subcontractor and send each one a contract with only its own work, RACI and timeline to sign. Role charts show the gaps before work starts.
Settle who designs what before the first model, not at the first clash. Each consultant is accountable for its own deliverables and document sections, reviews them against a deadline and signs a contract with only its part.
Stop rebuilding the RACI for every client. Run it the same way on every project: roles on the tasks, reviews with deadlines, a signed contract per team and evidence of what each one delivered. Task teams join at no cost to them.
Teach accountability on a live project, not a table on a slide. Students assign RACI roles to real tasks, find the gaps, agree a contract per team and track what each one delivered.
Free plan, no card. Task teams never pay to join your project.
9 chapters
How it works
Everyone is Consulted and nobody is Accountable. Put the RACI on the work itself - one accountable team and a responsible person on every task and document section - and role charts show the gaps and doubles.
No gaps, no doublesSilence gets taken as agreement. Bring each team into the documents with a review deadline, then one click makes each team a contract with only its own work, RACI and timeline, sent for e-signature.
Each team signed for its own partWhen a deliverable goes missing, nobody can say who owned it. Compare requested and delivered files team by team, each delivery linked to the work it fulfils, and click any chart to see what's outstanding.
Proof of what each team deliveredSee it work
Accountable
Give every task its team and named people, right where the work is. The chart shows what has no accountable owner, and the filters take you straight to the gaps.
Agreed
One click packages a contract for each team, holding only that team's responsibilities. They review it and sign it in Plannerly, and you keep the record of who signed.
Evidenced
Project charts show responsibilities, task status and delivery side by side. When someone asks who owned it, the answer is already there.
The short version
Free download
Skip the blank RACI table. Start from the approach Episode 2 built, with all its slides and two PDFs from our free ISO 19650 training on who is responsible for what.
Episode 2's approach as a project of your own: RACI roles on the Scope tasks, document sections ready to review and a contract per team, ready for your own task teams.
Free live webinar
Agree it. Check it. Fix what failed. Everyone is talking about AI checking BIM models, but it only works if the model has something to be checked against. How to turn your information requirements into rules a model passes or fails, check every delivered model against them, and get each failure to the team that can fix it.
Free webinar on Zoom · 45 minutes · How to survive as a BIM Manager
Case studies
Teams that moved responsibilities out of spreadsheets and into agreements: a design firm that can't imagine writing a BIM contract in Word again, 50 companies coordinated on one development, and cross-company conversations months before they would have caused problems.
For owners the payoff is accountability you can see: on one $130M project the process prompted cross-company conversations months before they would have caused problems.
Contractors get every company agreeing its part up front: one team coordinated 50 companies and 45 BIM models on one of Portugal's largest developments.
Design teams trade Excel and Word for agreements every consultant reads: BuildEXT did it while growing from 6 people to 50+ engineers.
Consultants run the same agreed, signed-for structure for every client: LIMSEN coordinated 50 companies and cut BEP planning from 100+ hours to under 30.
These are the agreements your students will meet on real projects: the same roles, the same contracts, the same evidence.
Hungary
8x growth
6 → 50+ engineers · −10% costs
BuildEXT · General design firm
Grew from 6 employees to 50+ engineers across 4 departments. Now handles projects 30x larger with 10% lower construction and FM costs.
I cannot imagine using Excel or Word to start writing a BIM contract anymore.
Portugal
$4.5M / €4M
Saved · 310,000 sqm project
LIMSEN Consultants · BIM management
Coordinated 50 companies and 45 BIM models on one of Portugal's largest mixed-use developments. BEP planning time dropped from 100+ hours to under 30.
Using Plannerly was a cornerstone for us. There is no going back.
United States
53% fewer clashes
$130M residential project
Major Real Estate Developer · 800+ O&M team
A $130M apartment project achieved 16.5% time savings and 53% fewer clashes, with 98% of constructability issues solved vs 31% on the control project.
The Plannerly process prompted critical cross-company conversations months before they would have caused problems.
See all case studiesOwners, design teams, contractors, consultants and educators - filter them by your kind of organisation.
What owners say
5 out of 5
Plannerly makes our conversations easier, it makes buy-in easier. It's a great basis of conversation and agreement.
5 out of 5
Our design teams, PMs, and Clients love the clarity that Plannerly brings!
What contractors say
5 out of 5
Plannerly is both a tool and a process. It gives my teams an advantage over the competition.
5 out of 5
Plannerly cut the time we spent tracking scope and verifying models by 60%.
What design teams say
5 out of 5
It gives structure. It restructures everything. Everyone knows what they have to do.
5 out of 5
Everyone was able to work from different countries in a collaborative way online.
What consultants say
5 out of 5
When you're helping governments go digital, you need a platform teams actually understand. That's Plannerly.
5 out of 5
I feel like I work at Disneyland when I show off Plannerly. It's so simple and visual!
What educators say
5 out of 5
Students love Plannerly and it makes my life so much easier!
5 out of 5
Many software companies get this wrong. They don't create content or videos. You can't ask me to bring your tool into my curriculum when there's nothing for students to learn from. Plannerly has all of that.
Setup guides
Short Help Center guides that walk you through each step in Plannerly. Open one beside the app and follow along.
Start here
Accountable
Agreed
Evidenced
Learn it properly
Creating the Detailed Responsibility Matrix
Free lessons
Level 3 lesson - roles
Who the appointing party, the lead appointed party and the task teams are, and what each one is accountable for.
Boot Camp lesson - contracts
How responsibility matrices and work packages turn into contracts each team actually reads and signs.
Level 2 lesson - tracking
How to see what each team has delivered against what it agreed, without building a report by hand.
Level 3 - free certificate
The whole ISO 19650 process, responsibility matrices included, with a free certificate. 17,000+ people have taken our free training, rated 4.9 out of 5 from thousands of ratings.
Read more
Three examples you can copy: information management, design responsibility and model checking.
ExamplesHow the matrix is structured, and how to build one from scratch or from a CSV.
GuideThe delivery plan your RACI sits on: every deliverable named, dated and owned.
Use caseWho writes, reviews and approves each part of a document, tracked section by section.
GuideWhat a BIM coordinator does, and where the role sits next to the BIM and information manager.
GuideThe BEP where the high-level responsibility matrix lives, already structured for ISO 19650.
TemplateFree PDFs and videos for every step, roles and responsibility matrices included.
Free PDFsQuestions
Pricing
Prices in US dollars. You'll see the price for your country in the app.
