Benjamin Dell
Founder, HeySummit
Everyone is involved, but nobody owns the final call. That is how speaker deadlines slip, attendee questions bounce between people, and live-day decisions get made twice.
A RACI matrix fixes the ownership problem without forcing a small event into a corporate org chart. Use the template below to name who does the work, who makes the final decision, who must be consulted, and who only needs an update. One person can hold several roles. Each critical row should still have one clear owner.
Start with the rows that apply to your event and delete the rest. Rename the function columns to match real people or teams. Do not keep a role simply because it appears in the template.
On a phone? Swipe sideways inside the table to see every role.
| Decision or deliverable | Event lead | Programme / content | Audience / marketing | Registration / ticketing | Speaker / partner | Production / video | Attendee support | Venue / check-in | Finance / legal / data | Executive / client sponsor |
|---|---|---|---|---|---|---|---|---|---|---|
| Goals, audience, format, and budget | A/R | C | C | C | C | C | I | C | C | C |
| Date and delivery model | A | R | I | I | C | R | I | R | C | C |
| Event platform and delivery providers | A | C | I | C | I | R | C | C | C | I |
| Public event page and registration | A | C | R | R | C | I | C | I | C | I |
| Tickets, payments, refunds, and access | C | I | C | A/R | I | I | C | C | R | I |
| Programme, stages, and talks | A | R | C | I | R | C | I | C | I | C |
| Speaker recruitment and onboarding | C | R | I | I | A/R | C | I | I | I | C |
| Sponsors and affiliates | C | C | R | I | A/R | I | I | I | C | C |
| Promotion and campaign approvals | C | C | A/R | C | R | I | I | I | C | C |
| Attendee emails and support | C | I | R | C | I | I | A/R | I | I | I |
| Provider setup and technical rehearsal | C | C | I | I | R | A/R | C | C | I | I |
| Venue, check-in, accessibility, safety, and hybrid handoff | C | I | I | C | I | R | R | A/R | C | I |
| Pre-launch QA and go/no-go decision | A | R | R | R | R | R | R | R | C | I |
| Live production, moderation, and escalation | C | I | I | I | R | A/R | R | R | I | I |
| Replay, follow-up, refunds, and data handoff | A | C | R | R | I | R | R | I | R | I |
| Reporting, debrief, and next actions | A | C | R | R | C | C | C | C | R | C |
The W3C tables tutorial explains why data tables need marked-up header cells and clear relationships between headings and values. That is why this template uses a caption, column headers, row headers, and a keyboard-focusable scroll region instead of an image of a spreadsheet.
Cornell University's RACI definitions distinguish the people who do the work from the single person who owns the quality and final result.
One person can be both Responsible and Accountable. That is normal for a solo organiser or a small team. The useful constraint is one Accountable owner, not one job title per person.
Job titles change from one event to the next. The work does not. A creator may act as event lead, programme owner, and marketing owner. A community team may split those functions between staff and contractors. A hybrid conference may add venue, check-in, accessibility, and on-site production owners.
Start by listing the functions your event needs:
Then assign those functions to real people. Combine functions where one person has the skill and capacity. Keep decisions separate. "Combine functions, not decisions" is a good pruning rule for lean teams.
A RACI chart becomes stale if it only appears in the kickoff meeting. Review it at the points where ownership changes.
When a handoff depends on a message, the RACI names the owner and recipients. An event communication plan template records the audience, message, channel, timing, and approval details.
A solo organiser does not need ten people. They need ten functions accounted for. One practical setup might use three groups:
Delete sponsor, venue, paid-ticket, or hybrid rows when they do not apply. Do not leave them blank. Empty rows make the chart look unfinished and hide the decisions that matter.
A multi-speaker summit usually needs a clearer split between programme, speaker operations, marketing, live production, and attendee support.
The programme owner decides the shape of the event. The speaker owner manages outreach, intake, talk details, deadlines, and rehearsal readiness. A speaker onboarding checklist can hold the detailed tasks while the RACI keeps one person accountable for the handoff.
The live producer owns provider setup, technical checks, the broadcast, and escalation. Attendee support owns access questions and directs moderation issues to the named live owner. The marketing and registration owners coordinate the public promise, ticket rules, reminder emails, and partner promotion.
HeySummit's speaker dashboard gives speakers a focused place to manage their profile and session details. That self-service access does not make the speaker Accountable for the whole programme. It gives them the access needed to complete their contribution.
A hybrid event adds physical operations and a handoff between the room and the online audience. It does not always need two complete teams.
Add named ownership for venue readiness, check-in, room production, online production, accessibility, safety, and incident escalation. Then assign one Accountable owner for the connection between the in-room and online experience. That person decides what happens when the venue feed fails, the online schedule slips, or a session changes at short notice.
The hybrid events workflow can connect registration, content access, schedules, speakers, and follow-up. Venue safety, physical staffing, and provider-specific incident response still need their own owners and systems.
A RACI assignment says who owns the outcome. A product role or permission says what someone can see or change. Set accountability first, then grant the access required to do the work.
Project accountability → required HeySummit access → provider or adjacent system
The RACI owner owns the result. HeySummit permissions grant the right platform access. Webinar, venue, finance, legal, CRM, and incident systems handle work outside the event platform.
On a phone? Swipe sideways inside the table to see every column.
| Project responsibility | Likely HeySummit role or access | Provider or adjacent system |
|---|---|---|
| Own the account, subscription, payments, and who can access events | Event Organiser | Payment provider and finance records |
| Manage selected events, speakers, attendees, content, or moderation | Team Member with the required event scope and permissions | Project tracker, CRM, support, or reporting tools when used |
| Connect a webinar-provider account and start a session | Webinar Platform Host | Zoom, BigMarker, Vimeo, YouTube, or another delivery provider |
| Supply a profile, session details, and presentation | Speaker and Speaker Dashboard | Slides, recording, or provider controls for the session |
| Promote the event through a tracked partner relationship | Affiliate Dashboard when enabled | Partner channels and agreed campaign assets |
| Join sessions covered by a registration or ticket | Attendee-facing event access | Venue, webinar, or streaming experience as configured |
HeySummit's current roles and permissions guide explains these access boundaries. For example, a Host connects a webinar-provider account, while a Team Member can receive scoped event access and management permissions. Neither label decides who is Accountable for the live experience. Your RACI does that.
Run this short audit when the event scope changes and before registration opens, speaker onboarding begins, the technical rehearsal starts, the event goes live, and follow-up changes hands.
Atlassian's RACI guide also recommends checking the completed matrix for gaps and updating it as the project changes. The chart is useful only while it reflects the event you are actually running.
Once the matrix is agreed, turn each row into the event setup, access, talk, ticket, email, provider, moderation, replay, and reporting work it requires. Keep the RACI as the ownership map. Keep detailed tasks in the tools that manage the work.
If you want to see how those event workflows fit together, see how HeySummit works.
HeySummit is the easiest way for creators and educators to grow their audience, authority and revenue with professional online events created in minutes, not weeks.
Share this article on:
Loading feed...
Start Building Your Thriving Community
Join thousands of creators and educators using HeySummit to host impactful events and grow their audience. Start your free trial today, no credit card required.