DACI Matrix

Use a DACI matrix to facilitate effective team communication and decision-making within a project. This tutorial provides a step-by-step guide for using the matrix to guide the decision-making process and explains how to create the matrix in Software Ideas Modeler.

A DACI matrix is a tool used to organize and facilitate team communication and decision-making within a project. It helps to ensure that everyone on the team understands their roles and responsibilities and that decisions are made in a transparent and inclusive way.

Here is a step-by-step tutorial on how to create and use a DACI matrix:

  • Identify the key stakeholders in your project. These are the people who will be most affected by the project or who have a significant role to play in its success.
  • Determine the decision-making roles for each stakeholder. There are four main roles in a DACI matrix:
    • Driver - the person who is responsible for driving the decision-making process and ensuring that the project stays on track.
    • Approver - the person who has the final say on whether a decision is implemented.
    • Contributor - the people who contribute ideas and provide input during the decision-making process.
    • Informed - the people who need to be kept informed about the project and its progress, but do not have a direct role in decision-making.
  • Create a matrix with rows for each key decision that needs to be made and columns for each decision-making role.
  • Assign each stakeholder to the appropriate role for each decision. For example, the project manager might be the driver for one decision, but a contributor for another.
  • Use the DACI matrix to guide the decision-making process. The driver should lead the discussion and gather input from the contributors, while the approver makes the final decision. Keep the informed stakeholders in the loop by regularly updating them on the progress of the project.
  • Review and update the DACI matrix as needed. As the project progresses and circumstances change, you may need to adjust the roles and responsibilities of the stakeholders. Be sure to revisit the matrix regularly to ensure that it remains relevant and effective.

How to Edit DACI Matrix

To create a DACI matrix using the matrix tool in Software Ideas Modeler:

  • Create a new DACI Matrix - click on the plus button in the tab bar and choose the DACI option.
  • Click the "Add Task" button to add a row for each key decision that needs to be made.
  • Click the "Add Role" button to add a column for each decision-making role (Driver, Approver, Contributor, Informed).
  • Use the "Sort" button to arrange the tasks and roles in the order you prefer.
  • For each cell in the matrix, use the button bar in the cell to select the appropriate DACI value (Driver, Approver, Contributor, or Informed).
  • If you need to remove a task or role, use the "Remove Task" or "Remove Role" button.
  • When you are finished creating the matrix, you can use the "Export" button to save it as a CSV file, or the "Print" button to print a copy.

Matrix and Diagram Tabs

The editor has two tabs at the bottom - Matrix and Diagram.

In the Diagram tab of the matrix tool in Software Ideas Modeler, you will find a visual representation of the DACI matrix you created in the Matrix tab. This diagram editor allows you to view and manipulate the matrix in a more graphical way.

You can use the diagram editor to style the matrix by adjusting the colors, font sizes, and other visual properties. You can also use it to add additional elements to the matrix, such as images or text labels.

If you need to include the matrix in another diagram, you can use the context menu's "Copy" option to copy the matrix and paste it into your desired location. Alternatively, you can use the "Export diagram..." option to save the matrix as an image file, which can be inserted into other documents or applications.

To clarify, the Matrix tab and Diagram tab of the matrix tool in Software Ideas Modeler are always in sync, meaning that any changes you make in one tab will be reflected in the other. The only exception is if you add additional elements to the matrix in the Diagram tab that are not present in the Matrix tab (e.g. images or text labels). These additional elements will only appear in the Diagram tab, and will not be reflected in the Matrix tab in any way.

DACI Matrix Example

DACI matrix example
DACI matrix example

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