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Analyze Stakeholders

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After identifying stakeholder groups and individuals you need to Analyze Stakeholders by defining their attributes in order to understand their impacts, influence and needs throughout an initiative. You can do this by creating:
 
 

Stakeholder List

 

In addition to name and the stakeholder’s group, the stakeholder list can also include:​

  • contact information, ​
  • contact preference (email or phone), ​
  • supervisor contact, ​
  • level of availability/commitment to the initiative​​

You may want to add information based on how interaction is managed and defined in your organization.

Stakeholder List/Map

Stakeholder Map Template

 

RACI Matrix

 

RACI identifies four levels of involvement: ​

  • Responsible ( R) - performs the task; usually one person but responsibility may be shared. ​
  • Accountable (A) - ultimately accountable for the task and/or approves the outcome of the task; one stakeholder for each task. ​
  • Consulted ( C) - provides input/opinion or participates in the task. ​
  • Informed ( I) - receives one-way communication about a task.

The RACI Matrix lists stakeholders and is developed as it relates to project phases, tasks, deliverables, or processes.

RACI Example:

 

Example of the RACI for requirement tasks:

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The RACI Matrix should be detailed to allow for any shift during the project. It may be challenging to detail tasks later in a project schedule, so you can do it in phases for better and more accurate information. ​​

Shifts in responsibilities and ongoing updates are why the Maintain Stakeholder Analysis is so important as the next step in the Stakeholder Analysis Cycle.

Maintain Stakeholder Analysis

Personas

A persona is an archetype that exemplifies the way a typical user in a specific group interacts with a product. Personas help bring the user to life, which makes their needs feel real to project members.

Create a persona with research:​

  • Interviews​
  • Surveys​
  • Workshops​
  • Demographics and statistics​

A persona can include: ​

  • Name and photo – to make it realistic​
  • Age, Education, Family, location​
  • Job title and Role as it relates to the product​
  • Short bio include context to product​
  • Goals and tasks they are responsible for​
  • Frustrations and problems ​
  • Reports and data they need​
  • Resources they trust including external​
  • Motivations, influences and interests
 
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Stakeholder Matrix

High Influence/High Impact: key players in the change effort. Engage this group regularly. ​
High Influence/Low Impact: have needs that should be met. Engage and consult with them, while increasing their level of interest with the change activity. ​
Low Influence/High Impact: supporters of and potential goodwill ambassadors for the change effort. Engage for their input and show interest in their needs. ​
Low Influence/Low Impact: can be kept informed using general communications. Additional engagement gain project support.

 

Determine Influence and Impact​

Ask your stakeholders questions to determine their level of influence and impact. If the answer is “yes” then include them in the “High” position for that characteristic. ​​

Influence: ​
  • Can the stakeholder make decisions about the project/initiative goals, staff or budget? ​
  • Does the stakeholder have funding authority over the affected units or project/initiative? ​
  • Does the stakeholder have approval authority over any of the inputs into or outputs from affected processes? ​
Impact: ​
  • Will the solution impact how the stakeholder uses or receives a service or product? ​
  • Does the stakeholder use the solution on a regular basis? ​
  • Will the stakeholder need to support others who use the solution? ​
  • Will the stakeholders use the outputs of the solution? ​

Note: ​
The stakeholder’s level of influence or impact may shift during the project which means that your interaction and management of those stakeholders will need to change. For example, ​

  • customers may have a Low Influence/Impact during the planning phases but once customer focus groups start to provide feedback on the solution and the statistics of use are monitored, their impact and influence shifts to High.
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