Free Roles & Responsibilities Template (Excel + Google Sheets)

What's in the roles and responsibilities template

The Roles sheet is a directory: role or position, department, key responsibilities and who that role reports to, across 30 rows - useful as a standalone reference for org structure or onboarding.

The RACI Matrix sheet lists tasks or deliverables down the rows, with four columns for who is Responsible, Accountable, Consulted and Informed on each one, across 60 rows.

A sixth column checks each row automatically: if a task is listed but has no name in the Accountable column, it's flagged UNASSIGNED, and a counter beneath the matrix totals how many tasks are currently missing an accountable owner.

Roles and responsibilities vs. RACI

A roles and responsibilities document describes what each position or person generally owns. A RACI matrix is task-specific: for a given deliverable, who actually does the work (Responsible), who is answerable for it (Accountable), who gets consulted before it's finalized, and who just needs to be kept informed.

This file keeps both in one workbook rather than as two separate downloads, so you define the roles once on the Roles sheet and then apply them task-by-task on the RACI Matrix sheet.

Catching unassigned responsibilities

The most common RACI failure mode is a task with plenty of Consulted and Informed names but nobody clearly Accountable - which means nobody actually owns getting it done.

The UNASSIGNED flag and the accountability-gap counter surface that gap immediately instead of requiring you to scan every row by eye.