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RACI Workshop — Salesforce Team Alignment

A real-time, collaborative RACI alignment tool for Salesforce teams. No login required — create a room, share the link, and everyone can assign RACI values together.

How it works

  1. Create a room — generates a 6-character room code
  2. Share the link — others join by opening the URL with ?room=CODE
  3. Assign RACI — drag R/A/C/I chips or click to cycle, per role per activity
  4. Add activities — anyone can add custom activities to any domain
  5. Compare — see everyone's answers side-by-side with consensus percentages
  6. Heatmap — visual overview of agreement across all participants
  7. Session ends — all data is ephemeral, disappears when everyone disconnects

Architecture

  • Frontend: Static HTML hosted on GitHub Pages
  • Backend: PartyKit (Cloudflare Workers) for ephemeral WebSocket rooms
  • Storage: None — all state lives in memory on the PartyKit worker

Setup

1. Deploy PartyKit backend

# Install dependencies
npm install

# Login to PartyKit (uses GitHub auth)
npx partykit login

# Deploy
npx partykit deploy

This gives you a URL like raci-workshop.YOUR_USERNAME.partykit.dev

2. Update the frontend

Edit index.html and update the PARTYKIT_HOST constant:

const PARTYKIT_HOST = "raci-workshop.YOUR_USERNAME.partykit.dev";

3. Deploy frontend to GitHub Pages

git init
git add .
git commit -m "Initial commit"
git remote add origin git@github.com:gt2985/raci-workshop.git
git push -u origin main

Then enable GitHub Pages in repo settings (Settings → Pages → Source: main branch, root folder).

4. Access

  • GitHub Pages: https://gt2985.github.io/raci-workshop/
  • Direct room link: https://gt2985.github.io/raci-workshop/?room=ABC123

Development

# Run PartyKit locally
npx partykit dev

# Open index.html and update PARTYKIT_HOST to localhost:1999

Reference RACI

The tool includes 50 pre-defined activities across 5 domains, with reference answers for the Te Whatu Ora Salesforce team:

Domain Activities Primary owner
Architecture & design 10 SSA (Senior Solution Architect)
Delivery governance & programme 12 PA (Principal Advisor — SF Delivery)
Platform operations 8 PM (Platform Manager)
DevOps & engineering 8 DOL (DevOps Lead)
Team delivery & people 10 PTL (Platform Technical Lead)

Roles

  • SSA — Senior Solution Architect (architecture & design authority)
  • PA — Principal Advisor, Salesforce Delivery (delivery outcomes & governance)
  • PM — Salesforce Platform Manager (org health & operations)
  • DOL — Salesforce DevOps Lead (CI/CD, automation, release engineering)
  • PTL — Platform Technical Lead (team delivery, mentoring, sprint execution)

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Real-time collaborative RACI alignment tool for Salesforce teams

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