Template: RACI Charts for your upgrade project

[Michael_S]

This sample RACI (Responsible, Accountable, Consulted, Informed) table can be copied into a spreadsheet as a starting point for listing jobs to be done during an upgrade project, the key stakeholders and their accountabilities. We've put together a generic template to help you get started, then 3 other versions of the table to show how you might adapt it for different types of automation teams.

Remember that these are only examples to help you get started - the exact work to be done and stakeholders will always vary depending on your organization.

Generic RACI:

Task / Activity	Head of RPA (Project Sponsor)	RPA Technical Lead	IT / Infrastructure (Server & DB)	Security / InfoSec	RPA Developers	Business Process Owners
Phase 1: Assessment & Planning
Define upgrade scope & target version	A	R	I	I	C	I
Review system requirements & architecture	I	R	C	I	I	I
Verify security compliance (Ports/Auth)	A	C	I	R	I	I
Define rollback plan & success criteria	A	R	C	I	I	C
Phase 2: Preparation
Schedule downtime windows	A	R	C	I	I	C
Backup Database & Server Snapshots	I	C	R	I	I	I
Backup Config Files & Encryption Keys	I	R	C	I	I	I
Phase 3: Execution
Stop Services & Schedules	I	R	I	I	I	I
Execute Database Upgrade Script	I	C	R	I	I	I
Install Blue Prism Server/Client Software	I	C	R	I	I	I
Apply License & Configure Settings	I	R	I	I	I	I
Phase 4: Verification & Stabilization
Smoke Test (Connectivity Check)	I	R	C	I	I	I
Regression Testing (Process functionality)	I	A	I	I	R	C
Sign-off on Go-Live (Go/No-Go Decision)	A	R	C	C	C	I
Resume Production Schedules	I	R	I	I	I	I
Hypercare / Issue Monitoring	A	R	C	I	R	I

Centralized Automation Team:

Task / Activity	IT/Central RPA Manager	Lead RPA Engineer	Infrastructure Team	Security	Central Dev Team	Business Stakeholders
Assess Upgrade Version	A	R	C	I	C	I
Infrastructure Readiness	A	C	R	I	I	I
Platform Installation	I	A	R	I	I	I
Process Regression Testing	A	C	I	I	R	I
Final Go-Live Decision	A	R	I	I	C	I

Centre of Excellence model:

Task / Activity	CoE Lead	Platform Architect	Shared Services IT	Security	BU Dev Leads	Process Owners
Upgrade Strategy & Standards	A	R	C	C	I	I
Core Platform Upgrade	A	R	R	I	I	I
Component Compliance	I	C	I	R	I	I
Process Validation (UAT)	I	C	I	I	R	C
Go-Live Approval	A	R	C	C	R	C

Federated Model:

Task / Activity	Central IT Ops	BU RPA Leads	Infrastructure	Security	BU Developers	BU Process Owners
Database & Server Upgrade	A/R	I	R	C	I	I
Runtime Resource Upgrades	C	A	I	I	R	I
Business Logic Verification	I	A	I	I	R	C
BU Specific Security Review	I	C	I	R	I	I
BU Go-Live Sign-off	I	A	I	I	R	R