Stakeholders can be managed for the plan from Plan > Team > Stakeholder Management tab.
All the users currently listed on the Plan > Team page will be available on this screen. By default, there are no stakeholders for the plan. Any plan user can be added/removed as a stakeholder by clicking stakeholder checkbox.
This screen is divided in 2 halves. Left hand side shows stakeholder Matrix and Summary text field with Period dropdown. Right hand side grid allows to add/remove stakeholders to plan and enter stakeholder details.
Screen display is configurable. By clicking the expand/collapse blue -/+ buttons, matrix and grid can be resized to occupy space on screen. For every stakeholder there will be bubble on matrix. Bubble size and background contrast for the matrix can be set using the controls underneath matrix. Grid allows to enter details for stakeholder,
- Engagement approach – engagement with the stakeholder, free form plain text
- Influence – The influence wielded by stakeholder. Determines a person’s vertical position in the matrix, and generally higher means the person is more critical to the plan.
- Current and Target engagement - The engagement for a person determines the person’s horizontal position in the matrix and defines how much the person is currently engaging in the plan. There are two types of engagements: Current and Target. Current engagement encapsulates the current level of engagement that the stakeholder is investing into the plan, whereas Target engagement is the target level of engagement that a stakeholder is expected to invest in a plan.
- Notes – Log text field for notes
- Custom fields - Three custom fields for additional information, are defined on Admin > Customization.
- Hide/show – Bubbles can be displayed/hidden on matrix by checking this box for stakeholder.
Influence and Engagement can be customised on Admin > Customization for axis names and scores dropdowns.
The Stakeholder Summary Status is a free-text field positioned above the matrix, that allows the user to enter a summary of the state of the stakeholder screen for a given period. There is a period dropdown associated with this text box, that allows a PM to view / edit the summary text for historic periods.
When copying a plan on the Home > Projects (etc) tabs, all stakeholder details of the source plan will be copied to the new plan.
Report and Print:
Matrix and grid can be printed as a report for the plan by using Print option from Stakeholder Management screen.
Stakeholder Summary Report available under Governance section in Reports tab for Portfolios and Projects
