Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Stakeholder Analysis MOD009E2K

Introduction

  • Planning → Projects panel → Click on the ID of the required project → Project panel → Further... → Stakeholder Analysis

  • Planning → Projects panel → Click on the ID of the required project → Project panel → Project Core Data → StakeholderAnalyse.png Open stakeholder analysis button in the Stakeholder area → Stakeholder analysis

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • This module evaluates, among other things, the influence and interests of individual stakeholders in relation to the project.

  • The automatically calculated results of the stakeholder analysis are graphically visualized in the Stakeholder matrix area.

  • You can send information to stakeholders.

Stakeholder Analysis

Information

  • Stakeholder analysis serves to identify relevant individuals or groups involved in or affected by the project and to systematically evaluate their influence and interests.

  • With the help of stakeholder analysis, you can

    • identify risks at an early stage,

    • avoid conflicts, and

    • develop targeted communication strategies.

Details

  • The stakeholders displayed here are recorded in the section of the same name in the Project Core Data module. New stakeholders cannot be created in this module.

  • The stakeholders can be contacted directly via e-mail within this module.

    • Right-click on the record of a selected resource to open the context menu and select Send info to send an email to this resource.

  • In the Role field, you can additionally define the project role of the stakeholder.

  • By clicking on the Manage stakeholders button you switch to the Stakeholders area in the Project Core Data module.

Carry Out Stakeholder Analysis

Procedure

Evaluate the desired stakeholders based on the following categories.

  • Influence: Influence of the stakeholder on the project. Can be classified as high, medium, or low.

  • Interest: Interest of the stakeholder in the project. Can be classified as high, medium, or low.

To represent stakeholders in the stakeholder matrix, information is required in the categories Influence and Interest.

  • Settings: Stakeholder attitude toward the project. Can be classified as positive, neutral, or negative. Is additionally visualized by a traffic light.

    • In the matrix, the stakeholder's avatar is outlined in the color of the traffic light.

    • When the cursor is positioned on the stakeholder's avatar in the stakeholder matrix area, a tooltip is displayed, showing data from this category, among other things.

  • Risks: Risks to the project caused by a stakeholder. Can be entered as free text in the corresponding field.

    • When the cursor is positioned on the stakeholder's avatar in the stakeholder matrix area, a tooltip is displayed, showing data from this category, among other things.

  • Strategies and Measures: Individual strategies and measures to prevent or minimize the risks that have been identified. Can be entered as free text in the corresponding field.

    • When the cursor is positioned on the stakeholder's avatar in the stakeholder matrix area, a tooltip is displayed, showing data from this category, among other things.

Stakeholder Matrix

Information

  • The stakeholder matrix is a two-dimensional matrix.

    • The Y-axis shows the evaluation in the Interest category.

    • The X-axis shows the evaluation in the influence category.

      • Based on the evaluation, stakeholders can be classified into nine categories.

    • The evaluation in the Attitude category is visualized in the stakeholder matrix by coloring the borders of the stakeholder avatars and is also displayed in the tooltips on the stakeholder avatars.

    • Risks and Strategies and Measures are also displayed in the tooltips on the avatars if they have been previously defined for the relevant stakeholders as part of the stakeholder analysis.