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CRM Data Migration Project Management

Using the DARCI Model

The DARCI framework (Decision Maker(s), Accountable, Responsible, Consulted, Informed) is a tool for establishing clear accountability in teams and organizations. It can clarify accountability and roles, create a shared language for assigning and tracking accountability, make teams more efficient, and deepen trust by improving follow through. 

DARCI is a great method for project managing a CRM Data Migration. 

Getting Started

  1. Start a project, start a DARCI.

  2. Create a table like this for your project and meet with your core team to think through the individuals that belong in each column across the organization. Outline each person’s responsibility, for example, "Julien Clement: Responsible for reviewing, approving, and measuring the OKRs."






This should be a very short list. These individuals have the ultimate and final approval or veto for decisions related to the project.

The single person fully accountable for making the project happen. The A must also be given sufficient decision-making power. Do not start a project if the A isn't also present in the D column! There should never be more than one A. This is an invitation to lack of clear accountability.

This is often what we mean at HubSpot when we say someone is a "DRI".

The working team, or those responsible for doing the work on the project. There may be a number of R’s on a project. R’s are responsible for dealing with roadblocks, raising questions, etc. – not just being “good soldiers.” Those from whom input will be solicited. Note this doesn't mean 100s of people in every meeting. Rather, the decision makers should make sure they've consulted with people in their area of the business and can speak on behalf of this group of individuals.  Those to be kept apprised of relevant developments. This is an FYI-only role. NOTE: I’s may not use the information to undermine the process. Unless someone is officially an I, consider not cc’ing them on emails. This is a good way to cut down on unnecessary emails.


3. This step is key. Send this table to everyone you've identified and ask them: "Here's how I think the roles and responsibilities should work for this project. Are you in the right place? Am I missing anyone? Please let me know by (date)." Make sure everyone understands how they're needed and when.

4. As you go through the project and you hit key milestones, be sure to actually inform the list of people in the inform column, along with the other stakeholders you've identified, of your progress.

5. Reflect on your DARCI. As you progress through the project, take note of when your DARCI worked and didn't work, and include this in your project debrief.

DARCI Framework
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