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AI-DLC RACI & Governance Gate Design Template

Every AI output gets a human gate, or gates quietly evaporate under delivery pressure. Which failure mode is your team defaulting to?

An Excel implementation kit (v1.0) for CIOs, Programme Managers, and governance design teams making explicit, activity by activity, who is accountable for approval and how rigorous that approval needs to be. It produces two linked artefacts in a single workbook: a RACI matrix covering every Inception, Construction, and Operations activity, and a Governance Gate Design that classifies each activity as a Hard Gate, Soft Gate, or Autonomous action — directly operationalising AI-DLC's adaptive-workflow-depth principle so ceremony is matched to actual risk. Includes a full .docx User Guide. No macros, nothing scored 1–5 — a structured design instrument with built-in validation.

12 ActivitiesRACI + Gate DesignExactly-One-Accountable RuleGovernance Charter ExportExcel Workbook
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AI-DLC RACI & Governance Gate Design Template

Delivered as an Excel workbook with a full User Guide. Download immediately after purchase.

$39 USD · one-time

Format Excel .xlsx  ·  Tabs 5  ·  Guide Included (.docx)
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■ Instant download  ·  ■ No macros  ·  ■ Excel 2016+

Quick Answer

The AI-DLC RACI & Governance Gate Design Template is an Excel implementation kit that makes explicit, activity by activity, who is accountable for approving AI-DLC work and how rigorous that approval needs to be. It produces a RACI matrix (R/A/C/I) for twelve pre-seeded Inception, Construction, and Operations activities, enforced by an automated exactly-one-Accountable rule, alongside a Governance Gate Design that classifies each activity as a Hard Gate (mandatory synchronous approval), Soft Gate (asynchronous review with a timeout), or Autonomous (logged only) — catching both over-ceremony and under-governance automatically.

The Problem

Undefined gate ownership defaults to one of two failure modes.

AI-DLC's central discipline — the Plan-Execute cycle in which AI proposes and a human validates — only functions if an organisation has decided, activity by activity, who is accountable for approval and how rigorous that approval needs to be. Left undefined, delivery teams default to over-governance or under-governance, and both are expensive in different ways.

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Over-governanceEvery AI output receives a synchronous human gate, eroding the velocity case AI-DLC is built on and inviting teams to route around the process entirely.
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Under-governanceGates quietly evaporate under delivery pressure until the practice is AI-DLC in name only — the exact "AI-managed" drift AWS documents as an anti-pattern.
Diffused accountabilityWithout an enforced rule, activities can end up with zero or multiple Accountable roles — in practice, owned by no one when it matters.
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Ceremony applied uniformlyWithout a deliberate classification by blast radius and reversibility, low-risk and high-risk activities get the same review treatment by default.
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No durable charterGovernance decisions live in someone's memory or a meeting note, rather than a single circulated document a new team member or auditor can consult.

The template exists to make the accountability and gate-rigour decision explicit, defensible, and durable — classified by blast radius and reversibility, not by how the work happened to be authored.

How It Works

Two linked artefacts. One enforced rule. Three gate types.

The RACI Matrix assigns R/A/C/I per activity per role, with an automated exactly-one-Accountable check. The Governance Gate Design tab then classifies each of the same activities into a Hard Gate, Soft Gate, or Autonomous action — and the Dashboard catches both over-ceremony and under-governance automatically.

RACI Conventions · the Exactly-One-Accountable Rule

R Responsible — performs the activity or review; more than one role may hold this. A Accountable — owns the outcome and holds final sign-off; exactly one role per activity, a hard rule the workbook enforces automatically. C Consulted — provides input before the decision, two-way communication sought in advance. I Informed — notified after the decision, one-way communication after the fact. Every row carries two automated checks: Accountable Check flags red on zero or multiple Accountable roles; Responsible Check flags amber if no role performs the work at all.

The Three Gate Types · Classified by Blast Radius and Reversibility
HARD
Hard GateMandatory synchronous human approval before AI-generated work proceeds. Reserved for expensive or slow-to-unwind mistakes: requirements validation, architecture decisions, human validation gate, production deployment
Sync
SOFT
Soft GateAsynchronous review with a default timeout. Work proceeds automatically if no objection is raised within the Maximum Wait Time; the decision is logged either way
Async, 24hr default
AUTO
AutonomousNo gate; the action is logged only. Reserved for low-risk, easily reversible activities where the audit log provides the oversight
Logged only
Two Design Errors the Dashboard Catches Automatically
Over-Ceremony
Hard Gates exceeding 70% of all activities — signals the design defaulted to gating everything, undermining the velocity case
Under-Governance
Any Construction/Operations activity at or above the configured criticality threshold left classified Autonomous, flagged per-row
Key Terms
Exactly-One-Accountable Rule
A hard rule enforced automatically on every RACI Matrix row: exactly one Accountable role per activity, no more and no fewer — the workbook flags any row falling out of compliance.
Governance Gate Design
The classification of each activity as a Hard Gate, Soft Gate, or Autonomous action, based on blast radius and reversibility rather than how the work was authored, directly operationalising AI-DLC's adaptive-workflow-depth principle.
What’s Inside

Every tab, explained.

One Microsoft Excel workbook (.xlsx) containing five tabs.

TAB 1
Instructions
Reference-only tab covering purpose, RACI conventions, the three gate types, and customisation guidance. No input cells
TAB 2
Settings
Design details, Default Escalation Wait Time, Autonomous Gating Criticality Threshold, up to ten editable role names
TAB 3
RACI Matrix
Twelve pre-seeded activities across Inception, Construction, and Operations, scored R/A/C/I against every active role
TAB 4
Governance Gate Design
The same twelve activities, each assigned Criticality, Gate Type, Rationale, Escalation Path, and Maximum Wait Time
TAB 5
Dashboard / Summary
Auto-calculated design validation plus a printable Governance Charter for team-wide circulation
12
Pre-seeded activities across Inception, Construction, and Operations
10
Editable roles, defaulting to the standard AI-DLC eight-role set
3
Gate types — Hard Gate, Soft Gate, Autonomous
2
Print-ready pages exported from the Dashboard/Summary tab — validation view, then Governance Charter
Worked Example

Production Deployment Approval, end to end.

How the RACI Matrix and Governance Gate Design interact on the OP-2 activity, as pre-seeded in the workbook.

TabWhat Happens
RACI MatrixDevOps / SRE is Accountable; Engineering Lead / Architect and Security / Compliance Reviewer are Consulted; Product Owner and Executive Sponsor are Informed. Accountable Check returns OK.
Governance Gate DesignRated High criticality, classified Hard Gate. Rationale records production deployment as the highest blast-radius, lowest-reversibility action in the lifecycle — mandatory synchronous approval applies regardless of how the change was authored.
DashboardContributes to the Hard Gate proportion tile. Correctly classified as a gate, not Autonomous, at High criticality — does not trigger an under-governance flag.

This is the level of specificity every row should reach: a single named Accountable role, a criticality rating reflecting genuine blast radius, and an escalation path a new team member could follow without asking for clarification.

Who It’s For

Built for the governance design session, not one person’s judgement call.

CIOs & Programme Managers

Own convening the governance design session and adopting the resulting Governance Charter formally, not distributing it passively.

Engineering Leads & Architects

Bring domain judgement to Criticality ratings and Gate Type classification for Construction-phase activities they own.

DevOps / SRE & QA Leads

Confirm Accountable assignments and escalation paths for the Operations-phase activities and quality gates they are accountable for.

Management Consultants

Facilitate the governance design session for a client and use the workbook as the durable artefact of what was agreed.

Key Features

What makes this a design instrument, not a template to fill in once.

Enforced AccountabilityThe exactly-one-Accountable rule is checked automatically on every row, not left to manual review.
Two Linked ArtefactsRACI ownership and gate rigour are designed together, in the same workbook, against the same twelve activities.
Over-Ceremony DetectionThe Dashboard flags when Hard Gates exceed 70% of activities — a design that has defaulted to gating everything.
Under-Governance DetectionAny Construction/Operations activity at or above your criticality threshold left as Autonomous is flagged per-row.
Printable Governance CharterA clean, landscape, single-page-per-print-area export listing every activity's Accountable role, Gate Type, and Maximum Wait Time.
Role List Propagates AutomaticallyRole names typed once on Settings flow through to the RACI Matrix column headers — no need to edit the matrix directly.
No Code. No Macros.Entirely formula-based. Works on any device running Excel 2016 or above, including Microsoft 365.
Fully Editable DefaultsThe pre-seeded twelve-activity design is a defensible starting point, not a prescriptive answer — every field is intended for customisation.
Scope

What this template is not.

Positioned in the Viksya AI-DLC line as an Implementation Kit, not a scored assessment.

🚫
Not a scored assessmentUnlike other instruments in the suite, nothing here is scored 1–5. It is a structured design instrument with built-in validation logic.
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Not a one-time fill-inDesigned to be completed once during governance design and formally re-adopted whenever team composition or portfolio risk changes materially.
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Not a substitute for a live design sessionThe Governance Charter should be adopted through a session with every role represented, not distributed passively for silent sign-off.
Technical Requirements

What you need to run it.

Excel 2016+
Software — 2016, 2019, 2021, or Microsoft 365 (desktop or web)
Not Required
Macros or VBA — entirely formula-based
None
External data connections — the file is self-contained
None
Password protection — sheet protection is for accidental-edit prevention only
.xlsx
File format — compatible with all current Excel versions
Up to 10
Roles supported, defaulting to the standard AI-DLC eight-role set
Quarterly
Recommended review cadence, aligned with the Maturity Model's assessment cycle
Not Supported
Google Sheets — Excel required for full formula and validation functionality
Frequently Asked

Questions buyers ask before their first design session.

What is the exactly-one-Accountable rule, and why is it enforced?

Every activity must have exactly one Accountable role — zero means nobody owns the outcome, and more than one means accountability is diffused and, in practice, owned by no one when it matters. The workbook checks this automatically on every row so a design is never circulated with a silent gap.

How do I choose between Hard Gate, Soft Gate, and Autonomous?

By blast radius and reversibility, not by how the work was authored. Reserve Hard Gates for expensive or slow-to-unwind mistakes, Soft Gates for short-horizon activities protected by downstream controls, and Autonomous for low-risk, easily reversible actions where the audit log provides sufficient oversight.

What happens if Hard Gates exceed 70% of activities?

The Dashboard flags this as over-ceremony — a signal the design has defaulted to gating everything, which undermines the velocity case for AI-DLC. Review whether some of those gates could safely become Soft Gates or Autonomous actions instead.

Can I add activities beyond the twelve pre-seeded ones?

Yes. The twelve pre-seeded activities are a defensible starting point, not a fixed list. Extend the RACI Matrix and Governance Gate Design tabs together, keeping every new activity's Accountable Check and Gate Type classification consistent with the existing design logic.

How is the Governance Charter meant to be used?

Export it to PDF from the Dashboard/Summary tab's pre-set print area and circulate it to the full team as the single source of truth for who signs off on what. It should be formally adopted through a session with every role represented, then re-adopted whenever team composition changes materially or a gate is bypassed under delivery pressure.

Is a User Guide included?

Yes. A fully formatted .docx User Guide is included in the download. It covers RACI conventions, the three gate types, a full worked example, adopting the Governance Charter, and maintenance and versioning guidance.

Decide who's accountable before delivery pressure decides it for you.

Download, complete Settings, and run your first governance design session within the week.

■ Instant download  ·  ■ No subscription  ·  ■ Implementation kit — not a scored assessment

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