A USER MANUAL FOR RESEARCHERS: Research Project

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A USER MANUAL FOR RESEARCHERS:PROJECT TEAM MEMBERS ROLES AND RESPONSIBILITIES TEMPLATESResearch Project ht 2017 Memorial University of Newfoundland

TABLE OF CONTENTSIntroduction. . 3Instructions Tab . .5General R&R Template . .6RACI Template . .11Further RACI Information Template. .13Glossary Tab . .14A User Guide for the Roles and Responsibilities Templates2

INTRODUCTIONAs part of the Project Management services offered at Memorial University of Newfoundland, ProjectManagement resource packages, consisting of tools and templates, have been designed to aid researchers in themanagement of research project activities.This user guide focuses on the Project Team Members Roles and Responsibilities Templates. The Roles andResponsibilities templates are of value to researchers when planning and communicating the roles andresponsibilities of project team members.Note: Project management definitions outlined within this guide are referenced from the Project Management Institutes, ProjectManagement Body of Knowledge, Fifth edition.A User Guide for the Roles and Responsibilities Templates3

INTRODUCTIONThe Scope template is a Microsoft Office Excel file which consists of 5 tabs:1.2.3.4.5.IntroductionGeneral Roles and Responsibilities (R&R) TemplateRACI TemplateFurther RACI Information TemplateGlossary of TermsA User Guide for the Roles and Responsibilities Templates4

INSTRUCTIONS TAB Brief instructions are provided in this tab to provide the user a high level overview of the templates. For more detailed guidance on the use of these templates, users are encouraged to review the User Guide.A User Guide for the Roles and Responsibilities Templates5

GENERAL ROLES AND RESPONSIBILITIES TEMPLATE The General R&R template is designed for planning and communicating project team members roles andresponsibilities at a high level. This will provide all team members an overview of their role on the project andany responsibilities they may have.A User Guide for the Roles and Responsibilities Templates6

GENERAL ROLES AND RESPONSIBILITIES TEMPLATE The General R&R template has an project identifier field which consists of 4 rows. This identifier is found on all templates within this resource package.A User Guide for the Roles and Responsibilities Templates7

GENERAL ROLES AND RESPONSIBILITIES TEMPLATEThe general roles and responsibility consist of 4 columns: Objective/Activity/TaskTitleTeam Member (s)Role/ResponsibilityA User Guide for the Roles and Responsibilities Templates8

GENERAL ROLES AND RESPONSIBILITIES TEMPLATEObjective/Activity/Task: It is recommended that when inserting objectives/activities/tasks, that a hierarchical breakdown ofproject work be used. This is the method that was employed in using the ‘Activity List Template’ withinthe ‘Plan Project Scope’ template package. If you have the ‘Activity List Template’ completed you cansimply copy and paste the activity list directly into this template. In this method numerical coding is used in this identify objectives, activities, and tasks. For example: 1 - Represents an identified project objective (displayed in grey) 1.1 - Represents an activity associated with that objective (displayed in white) 1.1.1 - Represents a task associated with that activity (displayed in red) Please note that objectives may have many associated project activities, and an activity may have manyassociated tasks.A User Guide for the Roles and Responsibilities Templates9

GENERAL ROLES AND RESPONSIBILITIES TEMPLATETitle: This is a short identifying title for the respective objective/activity/taskTeam Member(s): Any project team member assisted with that objective/activity/task should be listed.Role/Responsibility: This space can be used to qualify what is expected from identified team members with-respect-toassociated project objectives/activities/tasks.A User Guide for the Roles and Responsibilities Templates10

RACI TEMPLATEThe RACI method is a common approach for identifying roles and responsibilities, and avoiding confusion overthose roles and responsibilities during a project. Once complete the RACI template is a quick communicationmechanism for the roles and responsibilities of a project. The RACI template is recommend on projects that havelarge project teams. The acronym RACI stands for: Responsible (R): The person who does the work to achieve the task. They have the responsibility forgetting the work done or decision made. Accountable (A): The person who is accountable for the correct and thorough completion of the task.There can only be one person who is accountable. For academic research projects this will most often bethe Principal Investigator. The person who is responsible for a task will report up to the person who isaccountable. Consulted (C): The people who provides information for the project and with whom there is two-waycommunication. This is usually several people, often subject matter experts. Informed (I): The people kept informed of progress and with whom there is one-way communication.These are people that are affected by the outcome of the tasks, so need to be kept up-to-date.A User Guide for the Roles and Responsibilities Templates11

RACI TEMPLATE The template consists of ‘Objective/Activity/Task’ and ‘Title’ columns. Completion of these fields follows thesame procedure and numerical coding rules as contained within the ‘General R&R Template’. Please refer backto that section for instructions. The template works by identifying who is responsible and accountable for each objective/activity/task, andwho needs to be consulted or informed. This is done by placing the respective R,A,C, or I identifier with theappropriate team member and the associated objective/activity/task. Common examples of project team members are provided within the template, however additional teammembers can be added though the insertion on new column’s to the excel spreadsheet.A User Guide for the Roles and Responsibilities Templates12

FURTHER RACI INFORMATION TEMPLATE The 'Further RACI Information' template allows researchers to outline in greater detail the specifics regradingproject team members roles and responsibilities on a project. It allows researchers to qualify details regardingthe RACI template that can add in planning and communicating roles and responsibilities within the projectteam. For example, for each Object/Activity/Task, specifics how team members are Responsible, Accountable,Consulted, or Informed can be outlined.A User Guide for the Roles and Responsibilities Templates13

GLOSSARY TAB This tab provides the researcher definitions to terms within the Roles and Responsibilities templates.A User Guide for the Roles and Responsibilities Templates14

The RACI method is a common approach for identifying roles and responsibilities, and avoiding confusion over those roles and responsibilities during a project. Once complete the RACI template is a quick communication mechanism for the roles and responsibilities of a project. The RACI template

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