Delegation Planner + RACI Builder Tool

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Delegation Planner + RACI Builder

Map who’s Responsible, Accountable, Consulted, and Informed—then export and share.

How it works

Add your roles (people).
Add your tasks (one line each).
Click cells to set R/A/C/I (1 × A per task; ≥ 1 × R).
Fix warnings, then Export.

Need a quick demo? Run a 15‑second tour. Or insert examples: add sample roles · add sample tasks.

1Add roles

2Add tasks

3Assign R/A/C/I

4Export & share

Roles / people

Tip: Bulk add (one per line). Example: PM\nDesigner\nEngineer\nQA.

Tasks / deliverables

Due date optional. Bulk add accepts one task per line.

Presets: load roles, tasks, and valid RACI assignments.

Markdown → Notion/Confluence · CSV → Excel/Sheets

Legend: R does the work · A owns the result · C gives input · I kept in the loop

Rule: each task needs exactly 1 A and ≥ 1 R.

View role

Tip: Click a cell to cycle: blank → R → A → C → I. Right‑click a row for quick actions. Use arrows to move; Space/Enter cycle; Shift+Space clear; A sets Accountable.

Per‑person summary

Add roles and tasks to see a breakdown.

Delegation brief

Select a task to generate a brief you can paste into Slack or email.

See an example output (Markdown)

# RACI Matrix — Website Launch

| Task               | Due       | PM | Designer | Engineer | QA |
| ------------------ | --------- | -- | -------- | -------- | -- |
| Define scope       | 2025-09-01| A  | C        | I        | I  |
| Design mockups     | 2025-09-08| C  | A        | R        | I  |
| Implement feature  | 2025-09-22| I  | C        | A        | R  |
| Test & release     | 2025-09-29| I  | C        | R        | A  |

Ready to export?

`; }).join('') : 'No tasks yet. Add sample tasks'; } function renderMatrix(){ // Determine which roles to show const visibleRoles = roles.map((r,idx)=>({name:r,idx})).filter(r=> filterIndexTaskDue' + visibleRoles.map(r=>`

${escapeHtml(r.name)}

`).join('') + ''; for(let i=0;i✓` : `A/R`; html += `${escapeHtml(t.name)} ${badge}${t.due||''}`; for(const r of visibleRoles){ const v = (matrix[i] && matrix[i][r.idx]) || ''; html += `

`; } html += ''; } html += ''; els.matrix.innerHTML = html; } function rowStatus(ti){ const row = matrix[ti]||[]; const aCount = row.filter(x=>x==='A').length; const rCount = row.filter(x=>x==='R').length; return {a:aCount,r:rCount,ok:aCount===1 && rCount>=1}; } function warnings(){ const msgs=[]; let okCount=0; for(let i=0;i`

• ${escapeHtml(m)}

`).join('') + '

'; els.ruleMsg.innerHTML = `Issues: ${msgs.length}. Fix to continue.`; } else if(tasks.length){ els.alerts.innerHTML = '

Looks good. Each task has an A and at least one R.

'; els.ruleMsg.innerHTML = `All good: ${okCount}/${tasks.length} tasks valid.`; } else { els.alerts.textContent=''; els.ruleMsg.textContent='Rule: each task needs exactly 1 A and ≥ 1 R.'; } } function renderSummaries(){ if(!roles.length || !tasks.length){ els.perperson.textContent='Add roles and tasks to see a breakdown.'; els.brief.textContent='Select a task to generate a brief.'; return; } const per = roles.map(()=>({R:[],A:[],C:[],I:[]})); for(let i=0;i{ function seg(letter,label){ const arr=b[letter]; return arr.length? `

${label} (${arr.length}): ${arr.map(x=>escapeHtml(x.name)).join(', ')}

`:''; } return `

${escapeHtml(roles[idx])}

${seg('A','Accountable')}${seg('R','Responsible')}${seg('C','Consulted')}${seg('I','Informed')}

`; }).join(''); if(tasks.length){ setBrief(0); } } function setBrief(i){ if(i=tasks.length){ els.brief.textContent='Select a task to generate a brief.'; return; } const t=tasks[i]; const row = matrix[i]||[]; const A = row.findIndex(x=>x==='A'); const Rs = row.map((v,idx)=> v==='R'? roles[idx]: null).filter(Boolean); const Cs = row.map((v,idx)=> v==='C'? roles[idx]: null).filter(Boolean); const Is = row.map((v,idx)=> v==='I'? roles[idx]: null).filter(Boolean); const aName = A>=0? roles[A]: '—'; const md = `**Task**: ${t.name}\n**Due**: ${t.due||'—'}\n**Accountable (A)**: ${aName}\n**Responsible (R)**: ${Rs.join(', ')||'—'}\n**Consulted (C)**: ${Cs.join(', ')||'—'}\n**Informed (I)**: ${Is.join(', ')||'—'}\n\n**Check‑ins**: Weekly until done\n**Definition of done**: Agree scope; deliver; review; sign‑off.`; els.brief.innerHTML = `

${escapeHtml(md)}

`; } function toMarkdown(){ const headers = ['Task','Due'].concat(roles); const rows = tasks.map((t,ti)=> [''+t.name, t.due||''].concat(roles.map((_,ri)=> matrix[ti][ri]||'')) ); const line = (arr)=> '| '+arr.map(s=> (String(s).replace(/\|/g,'\\|'))).join(' | ')+' |'; const mdTable = [ line(headers), line(headers.map(()=> '---')), ...rows.map(line) ].join('\n'); return `# RACI Matrix\n\n${mdTable}\n`; } function toCSV(){ const headers = ['Task','Due'].concat(roles); const rows = tasks.map((t,ti)=> ['"'+t.name.replace(/"/g,'""')+'"', '"'+(t.due||'')+'"'].concat(roles.map((_,ri)=> '"'+(matrix[ti][ri]||'')+'"')) ); return [headers.join(','), ...rows.map(r=> r.join(','))].join('\n'); } function writeClipboard(txt,btn){ try{ if(navigator.clipboard && typeof navigator.clipboard.writeText==='function'){ const p = navigator.clipboard.writeText(txt); if(p && typeof p.then==='function'){ p.then(()=> flash(btn), ()=> fallback(txt,btn)); } else { fallback(txt,btn); } } else { fallback(txt,btn); } }catch(e){ fallback(txt,btn); } } function fallback(txt,btn){ try{ const ta=document.createElement('textarea'); ta.value=txt; ta.setAttribute('readonly',''); ta.style.position='fixed'; ta.style.left='-9999px'; document.body.appendChild(ta); ta.select(); document.execCommand('copy'); document.body.removeChild(ta);}catch(e){} flash(btn); } function flash(btn){ if(!btn) return; const t=btn.textContent; btn.textContent='Copied!'; setTimeout(()=> btn.textContent=t, 1200); } // Event wiring on(els.addRole,'click', ()=>{ const v=els.roleInput.value.trim(); if(v){ addRole(v); els.roleInput.value=''; } }); on(els.addTask,'click', ()=>{ const v=els.taskInput.value.trim(); if(v){ addTask(v, els.taskDue.value||''); els.taskInput.value=''; els.taskDue.value=''; } }); on(els.bulkRoles,'click', ()=>{ const txt=prompt('Paste roles, one per line'); if(txt!=null){ parseLines(txt).forEach(addRole); }}); on(els.bulkTasks,'click', ()=>{ const txt=prompt('Paste tasks, one per line'); if(txt!=null){ parseLines(txt).forEach(n=> addTask(n,'')); }}); on(els.rolesList,'click', (e)=>{ const del = e.target.getAttribute && e.target.getAttribute('data-del-role'); if(del!=null){ removeRole(Number(del)); return; } const chip = e.target.closest && e.target.closest('[data-role]'); if(chip){ const i=Number(chip.getAttribute('data-role')); const nn=prompt('Rename role', roles[i]); if(nn!=null){ renameRole(i, nn.trim()); } updateFilterOptions(); } }); on(els.tasksList,'click', (e)=>{ const del = e.target.getAttribute && e.target.getAttribute('data-del-task'); if(del!=null){ removeTask(Number(del)); return; } const chip = e.target.closest && e.target.closest('[data-task]'); if(chip){ const i=Number(chip.getAttribute('data-task')); const nn=prompt('Rename task', tasks[i].name); if(nn!=null){ renameTask(i, nn.trim()); } setBrief(i); } }); on(els.matrix,'click', (e)=>{ const btn = e.target.closest && e.target.closest('.chip'); if(!btn) return; const ti = Number(btn.getAttribute('data-ti')); const ri = Number(btn.getAttribute('data-ri')); const next = cycle(btn.getAttribute('data-v')||''); setCell(ti,ri,next); btn.setAttribute('data-v', next); btn.textContent = next || '–'; setBrief(ti); }); // Keyboard support on(els.matrix,'keydown', (e)=>{ const btn = e.target.closest && e.target.closest('.chip'); if(!btn) return; const ti = Number(btn.getAttribute('data-ti')); const ri = Number(btn.getAttribute('data-ri')); if(['ArrowLeft','ArrowRight','ArrowUp','ArrowDown','Enter',' ','Spacebar','a','A'].includes(e.key)) e.preventDefault(); if(e.key==='Enter' || e.key===' ' || e.key==='Spacebar'){ const next=cycle(btn.getAttribute('data-v')||''); setCell(ti,ri,next); btn.setAttribute('data-v', next); btn.textContent=next||'–'; return; } if(e.shiftKey && (e.key===' ' || e.key==='Spacebar')){ setCell(ti,ri,''); btn.setAttribute('data-v',''); btn.textContent='–'; return; } if(e.key==='a' || e.key==='A'){ setCell(ti,ri,'A'); btn.setAttribute('data-v','A'); btn.textContent='A'; return; } const pos = findCellPosition(ti,ri); if(e.key==='ArrowLeft') moveFocus(pos.ti, stepVisibleRole(-1, pos.visibleIndex)); if(e.key==='ArrowRight') moveFocus(pos.ti, stepVisibleRole(1, pos.visibleIndex)); if(e.key==='ArrowUp') moveFocus(Math.max(0, ti-1), ri); if(e.key==='ArrowDown') moveFocus(Math.min(tasks.length-1, ti+1), ri); }); function findCellPosition(ti,ri){ const vis = roles.map((_,idx)=> idx).filter(idx=> filterIndex idx).filter(idx=> filterIndex{ const row = e.target.closest && e.target.closest('tr[data-row]'); if(!row) return; e.preventDefault(); const ti = Number(row.getAttribute('data-row')); const action = prompt('Row actions: type "clear" to clear row, or type role number (1..'+roles.length+') to set A to that role.\nExample: 2'); if(action==null) return; if(action.toLowerCase()==='clear'){ for(let j=0;j=1 && n writeClipboard(toMarkdown(), els.exportMd)); on(els.exportCsv,'click', ()=>{ const csv = toCSV(); const blob=new Blob([csv],{type:'text/csv'}); const url=URL.createObjectURL(blob); const a=document.createElement('a'); a.href=url; a.download='raci.csv'; document.body.appendChild(a); a.click(); setTimeout(()=>{ URL.revokeObjectURL(url); a.remove(); }, 400); }); on(els.share,'click', ()=>{ const state = collectState(); const url = new URL(location.href.split('#')[0]); url.searchParams.set('raci', encodeURIComponent(JSON.stringify(state))); writeClipboard(url.toString(), els.share); }); on(els.reset,'click', ()=>{ if(confirm('Clear roles, tasks, and assignments?')){ roles=[]; tasks=[]; matrix=[]; save(); render(); els.alerts.textContent=''; } }); // Sticky action bar triggers on(els.saMd,'click', ()=> els.exportMd.click()); on(els.saCsv,'click', ()=> els.exportCsv.click()); on(els.saShare,'click', ()=> els.share.click()); // Role filter on(els.roleFilter,'change', ()=>{ filterIndex = Number(els.roleFilter.value||-1); renderMatrix(); }); function updateFilterOptions(){ const v = els.roleFilter.value; els.roleFilter.innerHTML = '' + roles.map((r,i)=> ``).join(''); els.roleFilter.value = (v!=null ? v : '-1'); } // Quick examples on(els.exRoles,'click', (e)=>{ e.preventDefault(); ['PM','Designer','Engineer','QA'].forEach(addRole); }); on(els.exTasks,'click', (e)=>{ e.preventDefault(); ['Define scope','Design mockups','Implement feature','Test & release'].forEach(n=> addTask(n,'')); }); on(root,'click',(e)=>{ if(e.target && e.target.id==='add-ex-roles'){ e.preventDefault(); ['PM','Designer','Engineer','QA'].forEach(addRole); } if(e.target && e.target.id==='add-ex-tasks'){ e.preventDefault(); ['Define scope','Design mockups','Implement feature','Test & release'].forEach(n=> addTask(n,'')); } }); // Save/restore const store={ set(k,v){ try{ localStorage.setItem(k, JSON.stringify(v)); }catch(e){} }, get(k,d){ try{ const v=localStorage.getItem(k); return v? JSON.parse(v): d; }catch(e){ return d; } } }; function collectState(){ return {roles, tasks, matrix}; } function applyState(s){ if(!s) return; roles=Array.isArray(s.roles)? s.roles: []; tasks=Array.isArray(s.tasks)? s.tasks: []; matrix=Array.isArray(s.matrix)? s.matrix: []; render(); } function save(){ store.set('raci_state', collectState()); } // Presets on(els.preset,'click', ()=>{ roles=['PM','Designer','Engineer','QA']; tasks=[{id:1,name:'Define scope',due:''},{id:2,name:'Design mockups',due:''},{id:3,name:'Implement feature',due:''},{id:4,name:'Test & release',due:''}]; matrix=[ ['A','R','C','I'], ['C','A','R','I'], ['I','C','A','R'], ['I','C','R','A'] ]; render(); save(); scrollToMatrix(); }); on(els.preset2,'click', ()=>{ roles=['Scrum Master','Product Owner','Dev Lead','QA']; tasks=[{id:1,name:'Backlog grooming',due:''},{id:2,name:'Sprint planning',due:''},{id:3,name:'Daily stand‑ups',due:''},{id:4,name:'Sprint review',due:''}]; matrix=[ ['I','A','R','C'], ['C','A','R','I'], ['I','C','R','I'], ['I','A','R','C'] ]; render(); save(); scrollToMatrix(); }); on(els.preset3,'click', ()=>{ roles=['Account Manager','Project Manager','Engineer','Client']; tasks=[{id:1,name:'Knowledge transfer',due:''},{id:2,name:'Access & credentials',due:''},{id:3,name:'Support plan',due:''}]; matrix=[ ['C','A','R','I'], ['I','A','R','C'], ['A','C','R','I'] ]; render(); save(); scrollToMatrix(); }); function scrollToMatrix(){ const el = $('#fld-matrix'); if(el){ el.classList.add('pulse'); el.scrollIntoView({behavior:'smooth',block:'center'}); setTimeout(()=> el.classList.remove('pulse'), 1200); } } // Tour on(els.tour,'click', ()=>{ const seq=['#fld-roles','#fld-tasks','#fld-matrix','.sticky-actions']; let i=0; function step(){ if(i>0){ const prev=$(seq[i-1]); if(prev) prev.classList.remove('pulse'); } if(i{ const el=$(s); if(el) el.classList.remove('pulse'); }); } } step(); }); // Init from URL or storage (function init(){ const q = new URLSearchParams(location.search).get('raci'); if(q){ try{ applyState(JSON.parse(decodeURIComponent(q))); }catch(e){} } else { applyState(store.get('raci_state', null)); } render(); })(); // ===== Minimal self-tests ===== (function tests(){ try{ // CRLF parsing const lines=(['a','','b'].join('\r\n')).split(/\r?\n/).map(s=>s.trim()).filter(Boolean); console.assert(lines.length===2 && lines[0]==='a' && lines[1]==='b','CRLF split ok'); // Preset validity $('#preset').click(); const aOk = matrix.every(row=> row.filter(x=>x==='A').length===1); const rOk = matrix.every(row=> row.filter(x=>x==='R').length>=1); console.assert(aOk && rOk, 'Preset rows valid'); // CSV has headers + rows const csv = toCSV(); console.assert(csv.split('\n').length>=5,'CSV rows >=5'); // Keyboard cycle on a cell const first = els.matrix.querySelector('.chip'); if(first){ first.focus(); first.dispatchEvent(new KeyboardEvent('keydown',{key:'Enter',bubbles:true})); } }catch(e){ console.warn('Self-tests failed', e); } })(); // Utils function escapeHtml(s){ return String(s).replace(/&/g,'&').replace(//g,'>'); } function escapeAttr(s){ return String(s).replace(/"/g,'"'); } })();

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