Advanced Stakeholder Engagement

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Location:  PMKI > Advanced Tools & Techniques > Advanced Stakeholder Engagement. 
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Projects are managed by people, for people and everyone involved is a stakeholder. This subject moves beyond the basics to look at how organisations can build stakeholder engagement into their DNA and create a successful, sustainable outcome.

Topics included in Advanced Stakeholder Engagement:

- Stakeholder Theory and Research
- The Stakeholder Circle® methodology
- The Stakeholder Circle® tools & books
- The Stakeholder Relationship Management Maturity Model (SRMM®)
- Useful External Web-links.


Other related sections of the PMKI:

- PMBOK Stakeholder Engagement: stakeholder engagement from the PMBOK perspective
- Communication Management: communication in a project management context.

- This page is under development: Temporary link to old HTML page


Stakeholder Theory and Research

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The Stakeholder Circle® methodology

Stakeholder Circle

The Stakeholder Circle® is based on the premise that a project can only exist with the informed consent of its stakeholder community. This community comprises individuals and groups, each with a different potential to influence the project’s outcome. The Stakeholder Circle® has been devised to offer a mechanism for assessing the relative influence of each of the key stakeholders and planning ways to engage with and manage their expectations/contributions. The benefit of using this methodology is derived in part from the analysis process itself as well as from the ease with which the influence of key stakeholder’s on the project can be judged once the ‘Stakeholder Circle’ is complete.

The tools facilitates the regular updating of this assessment as the stakeholder community changes to reflect the dynamic nature of the project and its relationships. Changes and trends are tracked over time to help the team identify which engagement strategies are working and which need reviewing.

To develop the 'circle', Stakeholders are weighted according to the three characteristics.

Power: Some stakeholders (either alone or operating as a group) can kill the project using their own power, other stakeholders have the power to change or damage the project but cannot on their own cause it to be cancelled or fail – this is the power axis in the stakeholder circle.

Proximity: This aspect considers how closely a stakeholder is associated with the day-to-day running of the project. The centre of the diagram represents the project. The space between the two circles represents the sphere of influence of the project on its whole stakeholder community. The proximity of a stakeholder to the project is represented by how close their segment is to the project in the centre.

Urgency / Importance: The width of the arc represents the amount of urgency or importance attributed to a stakeholder from the teams perspective (ie, how likely the stakeholder is to use its power), the wider the segment, the greater the urgency.


The Stakeholder Circle® tools & books

Stakeholder Work Sheet: SWS - Excel Template

Stakeholder Worksheet

Note: The SWS spreadsheet uses embedded macros and is designed for use by one business unit, project or program. You will need to enable the macros to use the tool.

The SWS is a sophisticated spreadsheet based on the Stakeholder Circle methodology, designed to manage all of the key aspects of stakeholder engagement for a single project or business unit, including: - Identifying the stakeholders, defining their role and understanding both your requirements and their expectations (mutuality).
- Assessing the priority of each stakeholder based on their power, proximity and urgency.
- Determining an engagement strategy for each of the key stakeholders to optimise their attitude towards
   the project
- Reviewing and updating the situation at regular intervals during the life of the project.

Stakeholder Circle

Download a free sample: Download the sample Spreadsheet


Stakeholder on a Page: SoaP - Template

Stakeholder On-A-Page

SoaP is an easy to use template designed to implement the Stakeholder Circle methodology:
- Identifying the stakeholders, defining their role and understanding both your
   requirements and their expectations (mutuality).
- Assessing the priority of each stakeholder based on their power, proximity
   and urgency.
- Determining an engagement strategy for each of the key stakeholders to
   optimise their attitude towards the project
- Reviewing and updating the situation at regular intervals (three updates).
- Tracking issues (on the reverse side of the sheet)

Stakeholder Circle

Download a free sample: Download the sample Template


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The Stakeholder Relationship Management Maturity Model (SRMM®)

PP: Published Papers: Written conference papers, journal articles, significant magazine articles and books.
Prs: Presentations: Conference presentations (PowerPoint only).
DP: Discussion Papers: An in-depth discussion of a topic, including third party resources.
WP: White Papers: Shorter reference papers.
Art: Articles: Short topical discussions published in a variety of media.
Blg: Blogs: Selected blog posts from Mosaic and SRMM websites.


Useful External Web-links

Self-paced PMI-SP Training