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- RACI chart: filled example (CSV) · blank (CSV)
- RACI key: filled example (CSV) · blank (CSV)
- Cover plan: filled example (CSV) · blank (CSV)
In Google Sheets: File, Import, Upload, then pick the CSV.
What's inside
- A RACI chart: 14 social media tasks with an R, A, C or I for each person
- A key explaining each letter, with the rules that keep the chart useful
- A cover plan: who steps in for whom on holiday or sick days, and what they shouldn't do alone
- A filled example for Oakfield Garden Centre, a fictional business (every name is made up), and a blank CSV of each sheet
How to use it
- List the tasks first, from planning and writing to replying, reporting and handling complaints.
- Add a column for each person or role involved, including freelancers and agencies.
- Give every task exactly one A: the person who answers for it if it goes wrong.
- Give every task at least one R: the person who does the work. The A and the R can be the same person.
- Keep C and I short. If everyone is consulted on everything, nothing gets posted.
- Fill the cover plan so holidays don't stop posting or replies.
- Share the chart with everyone on it, and review it when someone joins or leaves.
Preview: RACI chart
A filled example for a made-up small business, first 8 of 14 rows.
| Task | Sue (owner) | Dan (marketing, 3 days a week) | Priya (café manager) | Tom (plant area lead) | Freelance photographer | Notes |
|---|---|---|---|---|---|---|
| Social media strategy and goals | A | R | C | C | I | Reviewed every six months |
| Monthly content plan | A | R | C | C | I | Dan drafts; Sue agrees it by the 25th |
| Writing posts | I | A, R | C | C | Priya and Tom check café and plant facts | |
| Photos and video | A | C | R | Monthly shoot; Dan films quick clips himself | ||
| Approving posts with offers or prices | A | R | C | Prices must match the tills | ||
| Approving everyday posts | I | A, R | Dan signs off his own everyday posts | |||
| Scheduling and publishing | A, R | |||||
| Replying to comments and messages | I | A, R | R | R | Priya answers café questions; Tom answers plant questions |
Preview: RACI key
A filled example for a made-up small business.
| Letter | Means | In practice | Rule |
|---|---|---|---|
| R | Responsible | Does the work | At least one R per task |
| A | Accountable | Owns the outcome and makes the final call | Exactly one A per task |
| C | Consulted | Asked for input before the work is done | Keep it to the people whose knowledge is needed |
| I | Informed | Told when it's done | Tell them; don't wait for them |
| A, R | Accountable and responsible | Does the work and owns it | Common in small teams; that's fine |
Preview: Cover plan
A filled example for a made-up small business.
| When away | Who covers | What they cover | What waits until they're back |
|---|---|---|---|
| Dan | Priya | Replies and publishing the scheduled posts | New offers and any change to the plan |
| Sue | Dan | Everyday approvals and Google review replies | Complaints that could become news: call Sue |
| Priya | Dan | Café specials posts (the kitchen sends specials to Dan) | Nothing |
| Tom | Dan | Plant questions he can answer from the care sheets | Questions about plant problems: 'Tom will reply on Monday' |
Tips
- Oakfield Garden Centre and every name in the example are made up.
- One A per task is the rule that matters most. Two people accountable for the same thing usually means neither is.
- In a team of one or two, most tasks will have the same person as A and R. The chart is still worth writing for the C and I columns and the cover plan.
- Include the people who aren't marketers but know the answers, such as the café manager. Replies get faster when they're on the chart.
- Revisit the chart when someone joins, leaves or changes hours. Use the onboarding checklist for access when that happens.
- Zolyp, which makes this template, includes unlimited team members on every plan, so each person on the chart can have their own login instead of sharing one.
Common questions
What is a RACI chart for social media?
A table of social media tasks showing, for each one, who is responsible for doing it, who is accountable for the result, who is consulted and who is informed. It stops tasks falling between people.
Can one person be both responsible and accountable?
Yes, and in small teams it's common. The rule is that each task has exactly one accountable person and at least one responsible person.
What social media tasks should a RACI chart include?
Strategy, planning, writing, visuals, approvals, publishing, replies, reviews, complaints, reporting and account access. Add anything specific to your business, such as daily specials or events.
Is the garden centre real?
No. Oakfield Garden Centre and its team are made up to show how a filled chart reads.
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