---
artifact_id: A25
name: Team Operating and Responsibility Record
template_version: 1.0.0
status: Template · Active
category: Team Governance
authority: "PMBOK8 Guide §2.6 Resource Performance Domain; §2.1.6.3 Manage Project Execution"
source_type: synthesis
file_path: artifacts/resources/A25-team-operating-and-responsibility-record-template.md
---

> **Usage:** Create this record at planning startup (Pack 03 / SKL-03-16). Update whenever team composition, authority levels, or operating norms materially change. This is the single team governance record — RACI, team charter, and operating agreement are consolidated here. Resource capacity and acquisition planning is in A26. Every RACI row must have exactly one Accountable (A) — never zero, never two. Authority levels must align with A06 thresholds.

---

## Section 1 — Record Header

| Field | Value |
|---|---|
| Project Name | [FIELD: project name] |
| Project ID | [FIELD: project identifier] |
| Project Manager | [FIELD: name] |
| Delivery Lead (if different) | [FIELD: name, or N/A] |
| Version | [FIELD: version number] |
| Last Updated | [FIELD: date] |
| Lifecycle Approach | [FIELD: select from Predictive / Adaptive / Hybrid] |
| Linked Artifacts | A06 · A07 · A09 · A14 · A26 |

---

## Section 2 — Team Roster

One row per team member. Update Section 9 (Team Changes Log) when membership changes.

| Name | Role | Type | Organization / Vendor | Start Date | End Date | Allocation % | Linked A26 Entry |
|---|---|---|---|---|---|---|---|
| [FIELD: name] | [FIELD: role] | [FIELD: select from Internal / Contractor / Vendor / Secondment / Volunteer] | [FIELD: organization or vendor name] | [FIELD: date] | [FIELD: date] | [FIELD: %] | [FIELD: row ID or entry in A26 Resource Capacity and Acquisition Record, if applicable] |
| [FIELD: name] | [FIELD: role] | [FIELD: select from Internal / Contractor / Vendor / Secondment / Volunteer] | [FIELD: organization or vendor name] | [FIELD: date] | [FIELD: date] | [FIELD: %] | [FIELD: row ID or entry in A26 Resource Capacity and Acquisition Record, if applicable] |
| [FIELD: name] | [FIELD: role] | [FIELD: select from Internal / Contractor / Vendor / Secondment / Volunteer] | [FIELD: organization or vendor name] | [FIELD: date] | [FIELD: date] | [FIELD: %] | [FIELD: row ID or entry in A26 Resource Capacity and Acquisition Record, if applicable] |
| [FIELD: name] | [FIELD: role] | [FIELD: select from Internal / Contractor / Vendor / Secondment / Volunteer] | [FIELD: organization or vendor name] | [FIELD: date] | [FIELD: date] | [FIELD: %] | [FIELD: row ID or entry in A26 Resource Capacity and Acquisition Record, if applicable] |
| [FIELD: name] | [FIELD: role] | [FIELD: select from Internal / Contractor / Vendor / Secondment / Volunteer] | [FIELD: organization or vendor name] | [FIELD: date] | [FIELD: date] | [FIELD: %] | [FIELD: row ID or entry in A26 Resource Capacity and Acquisition Record, if applicable] |

---

## Section 3 — Role Definitions

Define the responsibilities and authority of each project role.

| Role | Responsibilities | Authority Level | Decision Rights | Reporting To | Backup |
|---|---|---|---|---|---|
| [FIELD: role name] | [FIELD: describe key responsibilities] | [FIELD: brief description — e.g., full operational authority within approved thresholds / advisory only] | [FIELD: describe decision rights] | [FIELD: role or name] | [FIELD: role or name] |
| [FIELD: role name] | [FIELD: describe key responsibilities] | [FIELD: brief description — e.g., full operational authority within approved thresholds / advisory only] | [FIELD: describe decision rights] | [FIELD: role or name] | [FIELD: role or name] |
| [FIELD: role name] | [FIELD: describe key responsibilities] | [FIELD: brief description — e.g., full operational authority within approved thresholds / advisory only] | [FIELD: describe decision rights] | [FIELD: role or name] | [FIELD: role or name] |
| [FIELD: role name] | [FIELD: describe key responsibilities] | [FIELD: brief description — e.g., full operational authority within approved thresholds / advisory only] | [FIELD: describe decision rights] | [FIELD: role or name] | [FIELD: role or name] |
| [FIELD: role name] | [FIELD: describe key responsibilities] | [FIELD: brief description — e.g., full operational authority within approved thresholds / advisory only] | [FIELD: describe decision rights] | [FIELD: role or name] | [FIELD: role or name] |

---

## Section 4 — Responsibility Assignment Matrix (RACI)

Map deliverables and key activities to team roles. Each row must have exactly one A. For small teams, reduce to key deliverables only.

**RACI codes:** R = Responsible (does the work) · A = Accountable (owns the outcome) · C = Consulted (provides input) · I = Informed (receives output) · **Rule: exactly one A per row.**

| Deliverable / Activity | [FIELD: insert role name] | [FIELD: insert role name] | [FIELD: insert role name] | [FIELD: insert role name] | [FIELD: insert role name] | Notes |
|---|---|---|---|---|---|---|
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |
| [FIELD: deliverable or activity] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: R/A/C/I] | [FIELD: notes] |

---

## Section 5 — Authority Levels

| Decision Type | Team Authority | PM Authority | Sponsor / Governance Authority |
|---|---|---|---|
| Day-to-day task decisions | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Minor scope clarifications | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Schedule changes within float | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Budget reallocation within contingency | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Baseline changes | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Change requests | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Team membership changes | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |
| Escalations | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] | [FIELD: select from Full / Partial — within threshold / None / Escalate] |

Authority boundaries must align with A06 (Tailoring Decision Record) thresholds.

---

## Section 6 — Team Operating Norms

| Norm Area | Agreement |
|---|---|
| Working hours and availability | [FIELD: describe the team's agreement for this norm] |
| Communication channels | [FIELD: describe the team's agreement for this norm] |
| Meeting cadence and format | [FIELD: describe the team's agreement for this norm] |
| Decision-making approach | [FIELD: describe the team's agreement for this norm] |
| Conflict resolution approach | [FIELD: describe the team's agreement for this norm] |
| Documentation standards | [FIELD: describe the team's agreement for this norm] |
| Quality expectations | [FIELD: describe the team's agreement for this norm] |
| Retrospective or lessons cadence | [FIELD: describe the team's agreement for this norm] |
| Onboarding approach for new members | [FIELD: describe the team's agreement for this norm] |

---

## Section 7 — Escalation Path

| Issue Type | First Contact | Escalation Level 1 | Escalation Level 2 | Final Authority |
|---|---|---|---|---|
| Technical issue | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |
| Schedule risk | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |
| Interpersonal conflict | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |
| Scope question | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |
| Budget concern | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |
| Governance breach | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] | [FIELD: role or name] |

---

## Section 8 — Team Changes Log

| Change Date | Team Member | Change Type | Reason | Impact | Approved By |
|---|---|---|---|---|---|
| [FIELD: date] | [FIELD: name] | [FIELD: select from Join / Exit / Role Change / Allocation Change] | [FIELD: reason] | [FIELD: impact on team or project] | [FIELD: name or role] |
| [FIELD: date] | [FIELD: name] | [FIELD: select from Join / Exit / Role Change / Allocation Change] | [FIELD: reason] | [FIELD: impact on team or project] | [FIELD: name or role] |
| [FIELD: date] | [FIELD: name] | [FIELD: select from Join / Exit / Role Change / Allocation Change] | [FIELD: reason] | [FIELD: impact on team or project] | [FIELD: name or role] |

---

## Change Log

| Version | Date | Batch | Notes |
|---|---|---|---|
| 1.0.0 | 2026-05-31 | Phase B2 Batch 3 | Initial template |

---

*Template for: A25 — Team Operating and Responsibility Record*
*Authority: PMBOK8 Guide §2.6; §2.1.6.3*
*See definition file: `artifacts/resources/A25-Team-Operating-and-Responsibility-Record.md`*
