Case Study RACI
Case Study RACI
A project manager’s prime task is managing a project to success. The products of the
project need to be picked up by the line organisation, and if this involves change in the
organisation or ways of working, the changes must be made to ‘stick’. By ensuring that the
responsibilities for project management and business change are well assigned in a project
The Dilemma
In all projects assigning the correct project manager is crucial. The choice is often not
simple. I have experienced this in the form of a dilemma: do we appoint someone who is
an experienced project manager or someone who will champion the change? Very often
the experienced project manager will come from a technical background, e.g. IT, and will
not have authority to make changes in the organisation or processes. On the other hand
the change champion will have credibility with the business unit, but often not have the
project skills required. If you can always find all of this in one person, then good luck to
There can be a problem in a project that is not part of a programme. Let’s look at the
differences between programmes and projects. I’ll use MSP™ (Managing Successful
Programmes of the OGC) to illustrate. MSP clearly differentiates between projects - that
deliver outputs - and programmes - that deliver outcomes. The main difference is that a
project that is not part of a programme delivers the output to the line organisation; the
programme, on the other hand, is also responsible for the benefits realisation of the
projects within the programme.
I have noticed, in our organisation at least, that projects are expected to deliver the change
in the organisation, so the outcome is not achieved if the project only delivers the output.
To ensure a good mix of business change and project management, for IT projects, we have
in the past staffed projects with a project manager from the customer, a “business PM” or
BPM, and an experienced project manager from IT, the “IT PM”, reporting to them. This
can work well, depending on the individuals and how well they cooperate and complement
each other. But if the BPM doesn’t have the required project management capabilities
there can be a conflict of authority: the BPM is in charge - the “boss” - but the IT PM needs
to tell them what to do and how to do it. Hoping that the BPM and IT PM will complement
each other and work well together is not enough, we have seen this go bad a large number
of times. Roles and responsibilities, especially for the project management tasks, is the
foundation of a project and if that goes wrong it is very difficult to correct. So it’s best to
get it right at the start. Having more than one person in a project with a role of “project
manager” is confusing. There should only be one. This can be resolved by only giving the
overall project manager this role and the IT PM is called an “IT work stream lead” or “IT
team lead”. Some IT project managers have great difficulty accepting this; after all it says
“Project Manager” on their business card, and they expect that to appear as their role in
every project as well. Of course a project role and a job title are completely different
things, but we have found that this “role inflation” has crept into the way people see
project roles. My goal was to ensure that when a project was setup, it had a good foundation
to be successful. Of course the project team members still need to work together well to be
successful, but giving the team a good foundation allows them to focus on delivering
together, instead of trying to work out who they should listen to. I started looking for a
solution to this dilemma.
My analysis led me to the conclusion that we needed a capable and experienced project
manager to be responsible for the project management, and someone with the right
authority and “organisational credit” to be responsible for the change in the business. As
the experienced project managers available for our IT projects are nearly always from IT
they do not have the authority or credit in the customer’s organisation. And the main
customer contacts, the potential candidates for the BPM role, often don’t have the project
management capabilities. Looking at how MSP describes the programme structure, the
key players are the SRO (Senior Responsible Owner), the Programme Manager and the
BCM (Business Change Manager). The key here is that the BCM does not report to the
Programme Manager or vice versa; and that the Programme Manager is responsible for
the day-to-day management of the programme while the BCM is responsible for delivering
change and benefits. Why couldn’t this work in a project as well? With a team of project
managers I worked through the roles and responsibilities in a typical project, with the aim
of making this work. The project managers were motivated in this too, as they had
experienced the problem first hand! The result was a proposed project structure as shown
in figure 1.
Figure 1:
Corporate Management
BCM PM
= delivery specialists
To explain to the Steering Group, other stakeholders, the project manager and BCM how Notes
the responsibilities are split over the project manager and BCM, we have also developed
a RACI matrix and a standard role description. These are then discussed by the project
manager and BCM, and if necessary the sponsor, at the start of the project. They are then
tailored for the specific project, but have proven to be an 80-90% fit at the start.
We have now started a number of projects this way, and the project manager finds that it
gives clarity on the main roles at the start of the project. Also, there is little chance that the
BCM will try and run the project, normally they have their hands full with the business
change anyway! So the BCM is happy to know that there is someone else responsible for
the day-to-day running of the project. A number of projects that started with this structure
have completed, and the feedback from the customers has been good. On review the
project managers feel that this approach works well, and also gives enough room for
In Summary
This problem only occurs in projects that are not part of a programme, but in my team we
have a large number of these. Having a project manager and a BCM, with clear
responsibilities and the capabilities to match, greatly increases the chance of success in the
project team. I am aware that this is probably not the only way to solve this dilemma, and
would like to hear from people who have other ideas and experiences, even if they are
contradictory to mine!
Question: