Project Toolkit
Identify Stakeholders
Comprehensive guide to stakeholder identification, analysis, and engagement including power/interest grids, influence strategies, and practical techniques.
Stakeholder Management
Effective stakeholder management is critical to project success. This guide covers how to identify, analyse, and engage stakeholders throughout your project.
What is a Stakeholder?
Stakeholders include:
- Those with authority over the project (sponsors, governance)
- Those with interest in outcomes (users, customers)
- Those with influence (subject matter experts, opinion leaders)
- Those impacted by changes (affected teams, communities)
The Stakeholder Management Process
| Phase | Purpose | Output |
|---|---|---|
| Identify | Find all stakeholders | Stakeholder list |
| Analyse | Understand interests, influence | Stakeholder analysis |
| Plan | Define engagement approach | Engagement plan |
| Engage | Communicate and involve | Stakeholder satisfaction |
| Monitor | Track and adapt | Updated analysis |
Stakeholder Identification
Sources to Consider
| Category | Examples |
|---|---|
| Internal | Project team, sponsor, steering committee, PMO, affected departments |
| External | Customers, suppliers, regulators, partners, shareholders |
| Organisational | Senior management, functional managers, HR, finance, IT |
| End users | Those who will use the deliverables |
| Indirect | Unions, community groups, media, competitors |
Identification Techniques
| Technique | Description |
|---|---|
| Brainstorming | Team session to identify stakeholders |
| Organisation charts | Review structure for affected areas |
| Previous projects | Check stakeholder lists from similar projects |
| Expert interviews | Ask experienced colleagues |
| Document review | Business case, contracts, regulations |
| Affinity groups | Group similar stakeholders together |
Common Stakeholders by Project Type
| Project Type | Key Stakeholders |
|---|---|
| IT Implementation | IT team, business users, data owners, security, vendors |
| Organisational Change | HR, affected staff, unions, training, comms |
| Construction | Planning authority, contractors, neighbours, safety |
| Product Launch | Marketing, sales, customers, supply chain, legal |
Stakeholder Analysis
Power/Interest Grid
The most common stakeholder analysis tool:
| Quadrant | Power | Interest | Strategy |
|---|---|---|---|
| Manage Closely | High | High | Regular engagement, involve in decisions |
| Keep Satisfied | High | Low | Inform on major milestones, don’t overwhelm |
| Keep Informed | Low | High | Regular updates, address concerns |
| Monitor | Low | Low | Minimal effort, watch for changes |
Stakeholder Assessment Criteria
| Criterion | Questions to Ask |
|---|---|
| Power | Can they stop or significantly impact the project? |
| Interest | How much do they care about the outcome? |
| Influence | Can they sway others’ opinions? |
| Impact | How much will they be affected? |
| Attitude | Are they supportive, neutral, or resistant? |
| Expectations | What do they want from this project? |
Influence/Impact Matrix
Alternative analysis focusing on influence and project impact:
| Quadrant | Influence | Impact | Approach |
|---|---|---|---|
| Key Players | High | High | Close partnership |
| Influencers | High | Low | Keep on side |
| Affected | Low | High | Keep informed, address concerns |
| Spectators | Low | Low | Minimal engagement |
Attitude Assessment
| Attitude | Description | Response |
|---|---|---|
| Champion | Actively supports, promotes | Leverage their influence |
| Supporter | Positive, willing to help | Maintain engagement |
| Neutral | No strong opinion | Provide information, build support |
| Critic | Has concerns | Understand and address issues |
| Blocker | Actively opposes | Direct engagement, escalation if needed |
Stakeholder Analysis Template
| Stakeholder | Role | Power | Interest | Attitude | Key Concerns | Strategy |
|---|---|---|---|---|---|---|
| Sarah Chen | Sponsor | High | High | Champion | ROI, timeline | Weekly updates |
| IT Director | Approver | High | Medium | Neutral | Resources, security | Monthly reviews |
| Sales Team | Users | Low | High | Critic | Workload, training | Involve in design |
Stakeholder Engagement Planning
Engagement Levels
| Level | Description | Activities |
|---|---|---|
| Unaware | Don’t know about project | Awareness communications |
| Resistant | Aware but opposed | Address concerns, negotiate |
| Neutral | Aware, neither for nor against | Provide benefits information |
| Supportive | Aware and supportive | Maintain engagement |
| Leading | Actively championing | Leverage their influence |
Engagement Planning Process
State] --> B[Desired
State] B --> C[Gap
Analysis] C --> D[Actions
to Move] D --> E[Monitor
Progress] classDef blue fill:#108BB9,stroke:none,color:#fff class A,B,C,D,E blue
For each stakeholder:
- Current state - Where are they now? (Unaware to Leading)
- Desired state - Where do you need them to be?
- Gap - What needs to change?
- Actions - What will move them?
- Owner - Who is responsible for this stakeholder?
Engagement Strategies by Type
| Stakeholder Type | Engagement Strategy |
|---|---|
| High power, resistant | One-on-one meetings, understand concerns, find common ground |
| High power, supportive | Keep them informed, leverage for sponsorship |
| End users | Involve in design, provide training, address concerns |
| Technical experts | Consult on solutions, respect expertise |
| Regulators | Formal communications, demonstrate compliance |
Influence and Negotiation
Building Influence
| Technique | Application |
|---|---|
| Expertise | Demonstrate knowledge, provide insights |
| Relationship | Build rapport over time |
| Coalition | Align with other stakeholders |
| Reciprocity | Help them, they’ll help you |
| Authority | Leverage legitimate position |
| Commitment | Get small agreements first |
Handling Resistance
Identified] --> B[Understand
Concerns] B --> C{Legitimate
Issues?} C -->|Yes| D[Address
Issues] C -->|No| E[Reframe/
Negotiate] D --> F[Monitor
Change] E --> F classDef blue fill:#108BB9,stroke:none,color:#fff class A,B,C,D,E,F blue
| Resistance Type | Possible Cause | Response |
|---|---|---|
| Fear of change | Uncertainty, job security | Communication, involvement |
| Loss of control | Power shift | Involve in decisions |
| Bad experience | Past project failures | Acknowledge, show difference |
| Workload concerns | Additional burden | Address resource needs |
| Political | Organisational dynamics | Build coalitions |
Negotiation with Stakeholders
| Situation | Approach |
|---|---|
| Resource conflicts | Show business case, find trade-offs |
| Scope disagreements | Use MoSCoW, present options |
| Timeline pressure | Present trade-offs clearly |
| Competing priorities | Escalate to governance |
Communication Approaches
Tailoring Communication
| Stakeholder | Preferred Content | Frequency | Channel |
|---|---|---|---|
| Executives | Summary, decisions, risks | Monthly/Major milestones | Meeting, dashboard |
| Sponsor | Progress, issues, support needed | Weekly | Meeting, report |
| Team | Tasks, context, recognition | Daily/Weekly | Stand-up, team tools |
| Users | Impact, timeline, training | As needed | Email, town halls |
| External | Formal updates | Per contract | Formal letters |
Key Messages by Audience
| Audience | Focus On |
|---|---|
| Business stakeholders | Benefits, ROI, business impact |
| Technical stakeholders | Solution, architecture, integration |
| End users | How it affects them, training, support |
| Senior management | Strategic alignment, risks, decisions |
Managing Difficult Stakeholders
The Absent Sponsor
Symptoms: Doesn’t attend meetings, delays decisions, hard to reach.
Actions:
- Document impact of absence
- Request brief, focused time slots
- Provide written updates for email approval
- Identify delegate authority
- Escalate if project at risk
The Micromanager
Symptoms: Wants to approve everything, attends all meetings, questions all decisions.
Actions:
- Over-communicate proactively
- Provide detailed plans upfront
- Build trust through transparency
- Set clear tolerances
- Demonstrate competence
The Scope Creeper
Symptoms: Constantly adds requirements, “just one more thing”.
Actions:
- Formal change control
- Show impact of each change
- Present trade-offs clearly
- Get written approval for changes
- Refer to baseline scope
The Blocker
Symptoms: Actively opposes, influences others negatively.
Actions:
- Understand their concerns (private conversation)
- Address legitimate issues
- Find common ground
- Build coalitions around them
- Escalate if needed
Stakeholder Register
Register Contents
| Field | Description |
|---|---|
| Name | Stakeholder name |
| Role/Title | Their position |
| Organisation | Department or company |
| Contact | How to reach them |
| Interest | What they care about |
| Power/Influence | Level (High/Medium/Low) |
| Attitude | Current disposition |
| Engagement Strategy | How to work with them |
| Communication Needs | Frequency, channel, content |
| Owner | Who manages this relationship |
Register Maintenance
- Review at each stage gate
- Update when stakeholders change
- Reassess attitudes regularly
- Add new stakeholders as identified
- Archive departed stakeholders
Stakeholder Engagement Checklist
Project Start
- All stakeholders identified?
- Analysis completed (power/interest)?
- Attitudes assessed?
- Engagement strategies defined?
- Communication plan aligned?
- Stakeholder register created?
Ongoing
- Regular engagement happening?
- Communication effective?
- Resistance being addressed?
- New stakeholders identified?
- Analysis kept current?
- Issues escalated when needed?
Stage/Phase End
- Stakeholder satisfaction assessed?
- Lessons learned captured?
- Register updated?
- Next phase engagement planned?
Related Resources
- Stakeholder Register - Track and manage stakeholders
- Communication Plan - Plan stakeholder communications
- Comms Strategy - Communications strategy overview
- Soft Skills - Communication and influence skills
- Project Governance - Governance framework
Themes
Planning
Stakeholder Engagement