Why your RACI matrix isn’t enough (and how to fix it)

Your RACI matrix is complete. So why are you still chasing everyone?

In this session, we take it out of the BEP appendix and connect it to the actual work - live in Plannerly. Building on the MIDP from our previous episode, we work through three steps.

ACCOUNTABLE - RACI INTELLIGENCE
Assign responsibilities directly to tasks and document sections. Use charts and filters to spot missing assignments and overlapping accountabilities. Bring teams into the BEP while it’s still being written, with suggestions, comments and review deadlines - before the plan is agreed.

AGREED - ONE-CLICK CONTRACTS
Give each team the pages that apply to them. Generate filtered contracts with the relevant scope, responsibility matrix and timeline, then request electronic signatures. Less time assembling documents, and a clear record of what each team agreed to.

EVIDENCED - COMMITMENT TRACKING
Keep responsibilities connected as the project changes. See what’s changed since your last review, which sections have been read and which files have been delivered. Use interactive dashboards to find the work that needs attention.

PROJECT ASSISTANT - LIVE PREVIEW
“Are there any responsibility gaps?” We ask the AI assistant about the preconstruction milestone and see it respond using project evidence. The assistant is shown as a preview in this recording.

Your RACI and MIDP use the same project records - keeping the plan, responsibilities and delivery progress together.

CHAPTERS
00:00 Surviving the RACI
02:56 Why responsibility matrices stop working
09:11 From the MIDP to RACI responsibilities
12:58 Assigning roles and finding gaps
18:20 Reviewing documents and agreeing requirements
25:42 One-Click Contracts and electronic signatures
31:35 Tracking commitments, delivery and dashboards
37:27 Project assistant preview
40:51 Recap and the RACI Survival Kit

Watch Episode 1: Why your MIDP spreadsheet is failing (and how to fix it): https://www.youtube.com/watch?v=HIboRq0w7tA&t=466s

RACI Survival Kit: https://help.plannerly.com/en/article/raci-survival-kit

Everything we ship, as we ship it: https://app.plannerly.com/changelog
🔴 Next episode - Surviving the seven CDEs (Autodesk, Procore, SharePoint, Dropbox, Box, Egnyte, ProjectWise), Thu 5 Nov, 10:00 New York / 15:00 London. Free seat:
https://plannerly.com/live/#episode-4

Accountable. Agreed. Evidenced.

#BIM #ISO19650 #InformationManagement #AEC #design #construction #BEP #LevelofInformationNeed #LOIN #LOD #smartleanbim #plannerly #RACI