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ASS1 RACI

RACI Matrix: ASS1 - Assessment Prescriptions

Epic: TP-1904 - Assessment Prescriptions Initiative: TP-1859 - Clinical and Care Plan Created: 2025-11-13 Last Updated: 2025-11-13 Status: Active


Executive Summary

This RACI matrix defines roles, responsibilities, and decision-making authority for the Assessment Prescriptions epic. The epic delivers a Prescriptions Module to handle practitioner assessments and Tier 5 item classifications for Support at Home (SAH) compliance.

RACI Legend:

  • R (Responsible): Does the work to complete the task
  • A (Accountable): Ultimately answerable for completion and has decision authority
  • C (Consulted): Provides input and expertise (two-way communication)
  • I (Informed): Kept up-to-date on progress (one-way communication)

Core Team

Product & Requirements

NameRoleResponsibilities
DavidBusiness AnalystRequirements gathering, user stories, acceptance criteria, stakeholder coordination, documentation
RomiProduct Owner / SMEProduct decisions, scope prioritization, clinical workflow expertise, go/no-go decisions

Design

NameRoleResponsibilities
BethDesign LeadUX/UI design, wireframes, prototypes, user research, design specifications

Engineering

NameRoleResponsibilities
KhoaTech LeadDevelopment coordination, technical delivery, architecture decisions, code quality
Development TeamBackend/FrontendImplementation, testing, code reviews

Data & AI

NameRoleResponsibilities
KatjaData Team LeadAI/ML extraction logic, Tier 5 mapping, data architecture, analytics requirements

Support Roles

Name/GroupRoleResponsibilities
QA TeamQuality AssuranceTest planning, UAT coordination, bug tracking
DevOps TeamInfrastructureDeployment, monitoring, infrastructure
Care PartnersEnd UsersRequirements validation, UAT participation
Practitioners (OTs)External UsersWorkflow testing, field validation

RACI Matrix by Activity

Phase 1: Discovery & Planning

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
Idea Brief DevelopmentRACCC
PRD DevelopmentRACCC
User Research & InterviewsRARII
Requirements GatheringRACCC
User Stories CreationRACCC
Acceptance Criteria DefinitionRACCC
Requirements PrioritizationCACCC
Success Metrics DefinitionRACCC
Risk AssessmentRACRC
Timeline & RoadmapCACRC

Phase 2: Design

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
Practitioner Workflow DesignCCACC
Care Partner Workflow DesignCCACI
Magic Link UX DesignCCACI
Invoice Gating UI DesignCCACI
Wireframes & PrototypesCCR/ACI
Design Validation & TestingCARII
Design HandoffIIR/ACI

Phase 3: Technical Architecture

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
Architecture DesignCCIR/AC
Assessment Object ModelCCIR/AC
Tier 5 Integration DesignCCIR/AR
Magic Link Auth SystemCCIR/AI
Document Storage StrategyCCIR/AC
AI Extraction PipelineICICR/A
Data ArchitectureICICR/A
Technical Feasibility ReviewCCCR/AC

Phase 4: Development

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
Backend DevelopmentCCIR/AC
Frontend DevelopmentCCCR/AI
AI Model TrainingICICR/A
Tier 5 Extraction LogicCCICR/A
PDF Document ProcessingICICR/A
Data Pipeline DesignICICR/A
Code ReviewsIIIR/AC
Unit TestingIIIRC

Phase 5: Testing & Validation

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
UAT PlanningRACCC
Test Scenario DefinitionRACCC
UAT CoordinationRACCI
UAT ExecutionCACCC
Bug Tracking & TriageRACRC
AI Accuracy TestingCCICR/A
Regression TestingCCIRC
Performance TestingCCIRC

Phase 6: Documentation & Training

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
User Guides (Care Partners)RACII
User Guides (Practitioners)RACII
API DocumentationCIIR/AI
Training MaterialsRACII
Support ProceduresRACCI
Train-the-Trainer SessionsRACII

Phase 7: Deployment & Go-Live

ActivityDavid (BA)Romi (PO/SME)Beth (Design)Khoa (Tech Lead)Katja (Data)
Deployment PlanningCAIRI
Rollout PlanRACRI
Go/No-Go DecisionCACRC
Production DeploymentIIIR/AI
Production MonitoringIIIR/AC
Post-Launch SupportCAIRC

Decision Authority

Decision TypeOwner (Accountable)ConsultedFinal Authority
Go/No-Go (Epic Level)Romi (PO)David (BA), Khoa (Tech Lead), Beth (Design), Katja (Data)Romi (PO)
Scope ChangesRomi (PO)David (BA), Khoa (Tech Lead), Beth (Design)Romi (PO)
Requirements PrioritizationRomi (PO)David (BA), Khoa (Tech Lead), Care PartnersRomi (PO)
Clinical Workflow DecisionsRomi (PO/SME)David (BA), Beth (Design), Care PartnersRomi (PO/SME)
Technical ArchitectureKhoa (Tech Lead)Romi (PO), Katja (Data), Dev TeamKhoa (Tech Lead)
UX/UI DesignBeth (Design Lead)Romi (PO), David (BA), Care PartnersBeth (Design)
AI/ML ApproachKatja (Data Lead)Khoa (Tech Lead), Romi (PO)Katja (Data)
Tier 5 Mapping LogicKatja (Data Lead)Romi (PO), Khoa (Tech Lead), PractitionersKatja (Data)
Deployment TimingRomi (PO)Khoa (Tech Lead), David (BA), QA TeamRomi (PO)
Bug Priority/TriageRomi (PO)David (BA), Khoa (Tech Lead), QA TeamRomi (PO)

Communication & Escalation

Regular Updates

Daily Standups (Dev Team):

  • Attendees: Khoa (Tech Lead), Dev Team, QA
  • Duration: 15 minutes
  • Focus: Progress, blockers, dependencies

Sprint Planning (Bi-Weekly):

  • Attendees: Romi (PO), David (BA), Khoa (Tech Lead), Beth (Design), Katja (Data), Dev Team
  • Duration: 2 hours
  • Focus: Sprint goals, story estimation, capacity planning

Weekly Status Updates (Stakeholder Sync):

  • Attendees: Romi (PO), David (BA), Khoa (Tech Lead), Beth (Design), Katja (Data)
  • Duration: 30 minutes
  • Focus: Progress against milestones, risks, decisions needed

UAT Sessions (Bi-Weekly during testing phase):

  • Attendees: David (BA), Romi (PO), Beth (Design), QA, Care Partners, Practitioners
  • Duration: 1 hour
  • Focus: Feature demos, feedback collection, issue reporting

Retrospectives (End of each sprint):

  • Attendees: Full team (Romi, David, Beth, Khoa, Katja, Dev Team, QA)
  • Duration: 1 hour
  • Focus: What went well, what to improve, action items

Escalation Path

Level 1: Developer → Khoa (Tech Lead)

  • Issues: Technical blockers, design questions, API questions
  • Response SLA: Same day
  • Method: Slack, daily standup

Level 2: Khoa (Tech Lead) → Romi (PO)

  • Issues: Scope clarification, requirements conflicts, resource needs
  • Response SLA: 1 business day
  • Method: Slack, scheduled sync

Level 3: Romi (PO) → Executive Team

  • Issues: Budget, critical scope changes, strategic alignment
  • Response SLA: 3 business days
  • Method: Email, escalation meeting

Notes & Clarifications

David (BA) - Project Driver

David is the project’s primary driver, responsible for:

  • Gathering requirements from all stakeholders
  • Creating user stories and acceptance criteria
  • Coordinating UAT sessions
  • Documenting all workflows and processes
  • Ensuring smooth communication across teams

Romi (PO/SME) - Clinical Workflow Expert

Romi brings deep clinical workflow expertise and is the final decision-maker on:

  • Product scope and prioritization
  • Clinical workflow requirements
  • Care coordination processes
  • Practitioner and Care Partner workflows

Beth (Design) - UX/UI Authority

Beth owns all design decisions including:

  • User experience for practitioners and Care Partners
  • UI components and design system
  • Wireframes, prototypes, and design specifications

Khoa (Tech Lead) - Technical Delivery

Khoa coordinates all technical delivery including:

  • Development team coordination
  • Architecture and technical decisions
  • Code quality and reviews
  • Production deployment

Katja (Data Lead) - AI & Data Expert

Katja is consulted on all data-related aspects:

  • AI/ML extraction logic
  • Tier 5 mapping algorithms
  • Data pipeline architecture
  • Analytics and reporting requirements

Coordination with ASS2 (TP-2914 - ATHM Inclusions)

Shared Dependencies:

  • Assessment object model design (must support both ASS1 and ASS2 use cases)
  • Tier 5 integration layer (common data layer for both epics)
  • Magic link authentication (shared pattern for external stakeholders)

Joint Planning Required:

  • Combined architecture review sessions with Khoa and Katja
  • Shared data model design workshops
  • Coordinated release planning

DRI: Romi (Product Owner) responsible for coordinating across ASS1 and ASS2


Document Version: 2.0 Created: 2025-11-13 Last Updated: 2025-11-13 Next Review: Sprint planning kick-off Owner: Romi (Product Owner) Approved By: Pending