Concept 11 of 12

Project stakeholder engagement

3 questions test this

A stakeholder is anyone who can affect a project or is affected by it, which is a much wider group than the people who approve the funding. It takes in the team whose system yours will call, the operations group that inherits what you build, the reviewer who will read the audit trail, and the people whose working day changes on the morning you release.

Engagement is what happens after that. Knowing somebody exists is worth little on its own, and the practice is really about understanding what each person needs, where they stand today, and what would move them.

Identification runs the length of the project

The first pass at a stakeholder list happens early and is always incomplete. The obvious names arrive quickly, meaning the sponsor, the functional managers whose staff are assigned, and whoever turned up to the kickoff. What the first pass cannot contain is everybody the project has not yet reached.

Those people appear as the work moves. An integration step reveals a team that owns an interface nobody documented. A procurement step reveals a legal reviewer with a firm position on where data may be held. Identification therefore runs for the life of the project, and the habit worth building is to ask at every planning point who has become relevant since the last one.

Power, interest and attitude

The familiar analysis sorts people by the power they hold over the project and the interest they take in it. Four groups fall out of that, and each suggests a different level of effort.

PowerInteresthighlowlowhighKeep satisfiedConsulted before anythingtouches what they ownManage closelyBriefed first, and askedbefore a decision settlesMonitorLight touch, and watchedfor a move on either axisKeep informedTold what is happening,and mined for detail

The axes rank the attention somebody is worth this quarter and say nothing about how much the person matters. The bottom right corner repays a second look, because interested people with little formal power generate most of the traffic and are easily mistaken for the ones who decide.

Power and interest leave out the thing that usually decides the outcome, which is attitude. A powerful and interested stakeholder who wants the project to succeed is the best asset it has, and the same person set against it is the largest risk on the register. Recording attitude beside each name changes what the analysis is for.

The grid is a conversation starter rather than an answer. Its value is that it makes a small group say out loud where they think somebody sits, and the disagreement that follows is the useful part. Two people who place the same director in different quadrants have found something worth settling before it becomes a surprise.

A position on the grid is temporary. Interest tracks whether the project has reached anything the person owns, so the quiet director in the top left corner belongs in the top right corner the week your change touches their system. That is why the analysis is repeated at intervals and why it is dated.

Naming the gap

A more practical model puts each stakeholder on a scale running from unaware to leading. It describes what somebody currently does about the project, which is easier to observe and easier to agree on than what they feel about it.

LevelWhere the person standsWhat tends to move them up
UnawareHas no knowledge of the project, or none of what it will change for themA briefing framed in the terms of their own work
ResistantKnows about it and does not want it, or wants a different version of itFinding out what they are protecting, then answering that
NeutralAware of it, and neither helping nor obstructingA reason the outcome matters to something they own
SupportiveWants it to work and will say so when askedA request specific enough to act on
LeadingSpends their own effort and credibility on itEnough information to stay accurate in public

What makes the scale useful is recording two positions rather than one, the level somebody occupies now and the level the project needs from them. Most people have no reason to be leading, and dragging everybody up the scale spends effort on those whose neutrality costs nothing.

Where the two differ you have an action rather than an observation.

StakeholderCurrentDesiredWhat the gap makes you do
Finance directorUnawareSupportiveBrief them in budget terms before the quarterly review
Operations leadResistantNeutralAsk what the handover will cost their team, and answer it
Security architectNeutralSupportiveMove the design review forward while an objection is still cheap
SponsorSupportiveLeadingAsk for the one decision only they can make
Regional managerSupportiveSupportiveNothing, which is the reason for recording both columns

Read down the last column and you have a stakeholder plan. Read down the two middle columns and you have the argument for it, which is the part that survives somebody asking why the project is spending a week on briefings.

The register is a living document

The register carries names, roles, interests, assessed influence, the current and desired engagement levels, and whatever classification the analysis produced. Some of that is sensitive, and a candid note about somebody's attitude belongs with the few people who need it.

What keeps it alive is a review attached to something that already happens, such as a monthly steering meeting. Reorganisations move where power sits, people leave, and a stakeholder who was supportive in March can be resistant by September because a different priority landed on their team.

A register that has gone three months without an edit has usually gone three months without being opened, and the two are worth telling apart before anybody concludes the stakeholder picture is stable.

The late arrivals are the expensive ones

A stakeholder found in the first month costs a conversation. The same person found after the design is fixed costs rework, and the bill grows with everything built on the assumption they would have corrected.

Familiar examples are the security architect who appears at the readiness review, the works council that has to be consulted before a process changes, and the country manager whose market carries a rule the others do not share. Each of them is being entirely reasonable and each of them is late, and lateness is a property of the identification process rather than of the person.

When somebody does surface late, the question worth asking is what would have found them sooner. Sometimes the answer is a question nobody thought to ask, and sometimes it is that the project kept a group at arm's length because engaging them looked slow.

Common misconceptions

A stakeholder with high power and low interest can be left alone.

Low interest is a current state rather than a permanent one, and it rises the moment the project touches something that person owns. The grid tells you how much attention to spend this month, not who matters.

A resistant stakeholder is an obstacle to be routed around.

Resistance usually carries information the plan does not have, about a cost nobody counted or an earlier attempt that failed. Moving somebody from resistant to neutral starts with finding out what they know.

3 questions test this concept

A pensions administration platform is about to begin an integration phase that will touch payroll and tax systems the project has not been near before. The stakeholder register was built at the kickoff and has not changed since. What should the project manager do?

  • ACirculate the register and ask the people already on it to confirm their details are still correct.
  • BAsk at this planning point who has become relevant since the last one, and go looking in the areas the integration now reaches.
  • CLeave the register alone until somebody new makes contact, since adding names speculatively creates work for nobody's benefit.
  • DAsk the sponsor to name anybody else who ought to be on the list.
Check whether it stuck.

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