How do you capture stakeholder data?

2 Identify your key stakeholders

The next step is to identify your key stakeholders within each category. These are the individuals or organizations that have the most significant stake or influence on your project success or failure. You can use various tools and techniques to identify your key stakeholders, such as brainstorming, interviews, surveys, stakeholder maps, or stakeholder registers. You should aim to create a comprehensive list of your key stakeholders and their contact details, roles, and expectations.

3 Analyze your stakeholder data

The third step is to analyze your stakeholder data to understand their needs, interests, concerns, and expectations. You can use different methods to analyze your stakeholder data, such as SWOT analysis, stakeholder analysis matrix, power-interest grid, or salience model. The purpose of this step is to assess how each stakeholder affects or is affected by your project, what their level of support or resistance is, and what their communication preferences are.

4 Plan your stakeholder engagement

The fourth step is to plan your stakeholder engagement based on the results of your stakeholder analysis. Stakeholder engagement is the process of involving your stakeholders in your project decisions, activities, and outcomes. You can use various tools and techniques to plan your stakeholder engagement, such as stakeholder engagement plan, stakeholder engagement matrix, RACI matrix, or communication plan. The goal of this step is to define how you will communicate with each stakeholder, what information you will share, how often you will interact, and how you will measure their satisfaction.

5 Execute your stakeholder engagement

The fifth step is to execute your stakeholder engagement according to your plan. This involves communicating with your stakeholders regularly, providing them with relevant and timely information, soliciting their feedback and input, managing their expectations and issues, and building trust and rapport. You can use different methods to execute your stakeholder engagement, such as meetings, emails, reports, newsletters, presentations, or workshops. The aim of this step is to keep your stakeholders informed, involved, and satisfied with your project progress and performance.

6 Monitor and evaluate your stakeholder data

The sixth and final step is to monitor and evaluate your stakeholder data throughout your project lifecycle. This involves collecting and updating your stakeholder data, tracking and measuring their engagement and satisfaction, identifying and resolving any conflicts or risks, and adjusting your plan and strategies as needed. You can use different tools and techniques to monitor and evaluate your stakeholder data, such as surveys, feedback forms, stakeholder reviews, or lessons learned. The objective of this step is to ensure that your stakeholder data is accurate, complete, and useful for your project success.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?