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Free RACI & Stakeholder Management Templates
Clear responsibility and accountability only matter if people actually understand who is doing what – and why.
This free Excel-based RACI & Stakeholder Management Template brings together two tools that are usually treated separately, but work best when used together.
If you’ve ever seen a project stall because:
- Everyone thought someone else was accountable
- Key stakeholders were surprised or disengaged
- Decisions kept bouncing around with no clear owner
…this template is designed to help.
What’s Included in the Template
This single Excel workbook contains three practical worksheets you can use immediately.
1. Two Alternative RACI Formats
You get two different RACI layouts, so you can choose the one that best fits how your organisation actually works.
RACI v1 – Role‑based matrix
- Tasks listed vertically
- Roles listed horizontally
- Assign Responsible, Accountable, Consulted and Informed against each task
- Ideal for projects with stable roles or formal governance structures
RACI v2 – Accountability‑first view
- Tasks listed vertically
- Stakeholders grouped by R, A, C and I
- Encourages explicit conversations about ownership
- Particularly useful where accountability has been ambiguous in the past
Both versions include simple, clear instructions within the sheet.
2. Stakeholder Analysis & Management Matrix
The stakeholder matrix goes beyond a basic power/interest grid and focuses on how you actually manage people through change.
It helps you:
- Identify all key stakeholders and their roles
- Assess power, influence and impact
- Understand likely reactions to the project
- Define the desired level of support
- Choose an appropriate communication approach
- Visually prioritise where your management attention is needed most
Built‑in indicators help you focus effort where it matters, and reassess as the project evolves.
Who This Template Is For
This template is designed for people who:
- Lead or sponsor change
- Manage projects or programmes
- Sit on steering committees
- Are accountable but not always operationally involved
- Need practical tools, not theory
It works equally well in professional services, regulated environments, and growing organisations where roles are still evolving.
Complete the form opposite you'll receive the template by email
The template pack includes:
📋 Ready-to-Use Templates
📊 Two versions of the RACI matrix
📝 Stakeholder Management template using the Power/Influence matrix
📑 Implementation Guide
If you haven’t already, you may also find this article useful:
Responsibility vs Accountability – why the difference matters more than you think
Download your free template now!