Stakeholder Mapping 101: A Quick Guide to Stakeholder Maps


2021-04-23 06:50 project manager


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Stakeholders are people or organizations that are internal or external to the project who have a vested interest in its success. That interest can have a positive or negative impact on the project execution. Therefore, it’s crucial to know your stakeholders. More than just being able to identify who the stakeholders are in the project, you need to manage them. It’s a big task. How do you know who needs what when communicating with them during the project? That is the beginning of stakeholder management, and it starts with stakeholder mapping. Map your stakeholders and keep them in the loop with’s project management features. Try it for yourself today! What Is a Stakeholder Map? A stakeholder map is a visual, four-quadrant influence-interest matrix used to identify stakeholders and categorize them in terms of their influence and interest in the project. The y axis determines the level of interest, from highest on the top to lowest on the bottom—meaning how much the stakeholders are impacted by the outcome of the project. The x axis of the grid measures the stakeholder’s level of influence, or how much can the stakeholder impact the project, from low (left side) to high (right side). Stakeholders are then plotted on this map depending on how they fall on those two metrics. A stakeholder map is the first step towards stakeholder management in that it defines the stakeholder’s relationship to the project. It will inform almost every decision a project manager makes in regard to their stakeholders, including the frequency of their meetings and how much information they are given about the project. The Importance of Stakeholder Mapping Stakeholder mapping is important because stakeholders are important to the success of a project. There are usually many stakeholders, which means many and varied expectations. Without mapping stakeholders in relation to their influence and interest in the project, you’re going to have a hard time communicating with them and keeping them happy. But it’s also a two-way street. Having good communications with stakeholders gives project managers much needed insight into the project, which helps them in innumerable ways. It helps to mitigate risk and discover the stakeholder’s real goals for the project. In other words, stakeholder mapping is the start of an effective communication plan. Projects cannot succeed if there is little to no communication. The better the communication, the smoother the project will proceed and the easier it will be to understand your stakeholders’ desires. Stakeholder mapping is also a way to manage expectations. By mapping out your stakeholders, you know how they stand in regards to the project. Therefore, as the project is executed, a project manager can incrementally deal with those expectations, bringing them in line with the project so everyone is happy with the deliverables. An Example of a Stakeholder Map To give you an example and the opportunity to create your own stakeholder map, download our stakeholder map template. It provides the outline and all you have to do is add the details. Our stakeholder map template is shown below: There are four ways to manage your communication with stakeholders: Manage them closely, keep them satisfied, keep them informed or simply monitor them. If your stakeholder has a high level of influence in the project but not as much interest, they should be kept satisfied, which means they need regular updates and their feedback is important. A stakeholder with both a high level of influence and interest needs to be managed closely. That means meeting with them more than the group that is in the “keep satisfied” category, and their feedback is also critical to any decision-making. Those who are lower in influence and higher in interest tend to be your customer base. They need updates on progress, too, but not with the frequency of the “manage closely” and “keep satisfied” groups. Those who are low on both influence and interest need monitoring, of course, but probably only need to be informed of big steps in the project. How to Create a Stakeholder Map When you’re ready to make your stakeholder map and start the stakeholder mapping process, you’ll want to follow these four steps: 1. Identify Stakeholders There can be many stakeholders in a project. The list you come up with will depend on your organization, the impact of the project and its objectives. That means you might have to revise the list throughout the course of the project. 2. Analyze Stakeholders The next step asks for some analysis. This helps you figure out how relevant they are to the project, as well as what perspective they bring. To do this, define what type of stakeholder they are, how much they might contribute to the project and their legitimacy in so doing. Are they willing to engage? How much influence and involvement in the project do they have? 3. Map Stakeholders This is when you create your box and divide it into four, with the y-axis measuring the level of influence from low (bottom) to high (top). On the x-axis, you map the level of interest, low (left) to high (right). Using your list of stakeholders and the analysis you made, plot them according to the two axes. 4. Prioritize Stakeholders Now that you’ve listed, analyzed and plotted your stakeholders on the map, you can begin to devise a plan on how you’ll engage with the stakeholders over the course of the project. Depending on where they land on the map, you will either manage them closely to just monitor them. This is the start of your stakeholder communication plan and overall stakeholder management. Best Practices When Stakeholder Mapping It helps if you can get as much information on all your stakeholders as possible. You want to know who they are and how they like to communicate. Some might just ask you to text them updates, others want in-person presentations and some might prefer a phone call. Know the method of communication they want and determine a frequency that is right for them. Be Inclusive Another aspect of your stakeholder mapping is understanding the cultural or linguistic diversity among them. If they’re don’t speak your native language, it will require you to adjust your messaging. It’s important to be inclusive and know what is right for one stakeholder might be wrong for another. Communicate Clearly The content of your communications must be clear. You want to avoid jargon and simply present the facts. Be transparent when you’re communicating, and always note what is certain and what is not. Be open to your stakeholders’ feedback and know how they can impact your decisions. Be Open and Honest Never hold back on information, especially bad news. The sooner you can get it out in the open, the faster you’ll be able to address stakeholder expectations and manage whatever concerns they might have. Remain Available Finally, keep the lines of communication open. Stay in touch with your stakeholders, but also give them a channel by which they can reach you if necessary. When they do, listen to what they have to say, interact with them, ask your own questions. Communications is an exchange of information. How Helps You Manage Stakeholders is a cloud-based project management software that fosters real-time communications with reports that capture progress as it happens to help keep everyone involved in the project informed. Our features help you keep your stakeholders updated easily. Stakeholders want to know how you’re going to deliver the project. Project managers work hard building a viable schedule on our online Gantt chart, which organizes tasks, manages dependencies and sets milestones. The schedule can be shared with stakeholders to keep them in the loop. Provide Stakeholders with Real-time Data Once they know your plan, they’re going to want to see how it is progressing during execution. You can share the real-time dashboard, which shows a high-level view of project metrics such as progress on tasks, time left on work, costs and more. Give Stakeholders Project Details When Required For a more in-depth look at progress and performance, we have one-click reporting. Generate status reports, project costs and much more with just a keystroke. Then print or share the report with stakeholders, and all reports can be filtered to show just the data they’re interested in. is an award-winning tool that organizes tasks, teams and stakeholders. You get features to keep teams collaborating and their workload balanced for greater productivity. Stakeholders can instantly see their progress and stay informed at a high-level or with greater detail. Satisfy your stakeholders by planning, monitoring and reporting better today by taking this free 30-day trial. Stakeholder Analysis Template Project Organization 101: How to Structure Your Project Requirements Analysis & Ensuring Stakeholder Satisfaction Stakeholder Analysis 101: Identification, Mapping & More
利益相关者是项目内部或外部的人员或组织,他们对项目的成功具有既得利益。这种兴趣可以对项目的执行产生积极或消极的影响。因此,了解你的利益相关者是至关重要的。 除了能够识别项目中的利益相关者之外,您还需要管理他们。这是一项艰巨的任务。在项目期间与他们沟通时,你如何知道谁需要什么?这是利益相关者管理的开始,它从利益相关者映射开始。 绘制你的利益相关者的地图,并让他们与ProjectManager.com的项目管理功能。今天自己试试吧! 什么是利益相关者地图? 干系人地图是一个可视化的四象限影响兴趣矩阵,用于识别干系人,并根据他们在项目中的影响和兴趣对他们进行分类。 y轴决定了兴趣的水平,从顶部的最高点到底部的最低点,这意味着项目结果对利益相关者的影响有多大。网格的x轴从低(左侧)到高(右侧)度量干系人的影响程度,或者干系人对项目的影响程度。 然后,根据利益相关者在这两个指标上的表现,将他们绘制在这张地图上。 干系人地图是干系人管理的第一步,因为它定义了干系人与项目的关系。它将告知项目经理就其利益相关者做出的几乎每一个决定,包括他们会议的频率以及他们获得的关于项目的多少信息。 利益相关者绘图的重要性 干系人绘图很重要,因为干系人对项目的成功很重要。通常有许多利益相关者,这意味着许多不同的期望。如果不将利益相关者与他们在项目中的影响力和兴趣联系起来,你将很难与他们沟通并让他们高兴。 But it’s also a two-way street. Having good communications with stakeholders gives project managers much needed insight into the project, which helps them in innumerable ways. It helps to mitigate risk and discover the stakeholder’s real goals for the project. 换句话说,利益相关者映射是有效沟通计划的开始。如果没有沟通,项目就不会成功。沟通越好,项目就越顺利进行,也就越容易理解利益相关者的愿望。 利益相关者映射也是管理期望的一种方法。通过勾画出你的利益相关者,你就知道他们对项目的看法。因此,在项目执行过程中,项目经理可以逐步处理这些期望,使它们与项目保持一致,从而使每个人都对可交付成果感到满意。 涉众图示例 为了给您一个示例和创建您自己的干系人地图的机会,请下载我们的干系人地图模板。它提供了大纲,你所要做的就是添加细节。我们的干系人地图模板如下所示: 管理您与利益相关者的沟通有四种方法:密切管理他们、让他们满意、让他们了解情况或简单地监控他们。 如果你的干系人在项目中有很高的影响力,但没有那么多的兴趣,他们应该保持满意,这意味着他们需要定期更新,他们的反馈很重要。 一个既有高度影响力又有高度兴趣的利益相关者需要得到密切的管理。这意味着与他们会面的次数要多于“保持满意”类别的小组,他们的反馈对任何决策都至关重要。 那些影响力较低、兴趣较高的人往往是你的客户群。他们也需要最新进展,但不需要“密切管理”和“保持满意”小组的频率。当然,那些影响力和兴趣都不高的人需要监督,但可能只需要被告知项目中的重大步骤。 如何创建涉众图 当您准备好绘制干系人地图并启动干系人地图流程时,您需要遵循以下四个步骤: 1.确定利益攸关方 一个项目中可能有许多利益相关者。你列出的清单将取决于你的组织、项目的影响及其目标。这意味着您可能需要在整个项目过程中修改列表。 2.分析利益相关者 下一步需要一些分析。这有助于您了解它们与项目的相关性,以及它们带来了什么样的视角。要做到这一点,请定义他们是什么类型的利益相关者,他们对项目的贡献有多大,以及他们这样做的合法性。他们愿意参与吗?他们对这个项目有多大的影响力和参与度? 3.绘制利益攸关方图 这是创建长方体并将其分为四个部分时,y轴测量从低(底部)到高(顶部)的影响级别。在x轴上,将兴趣级别从低(左)映射到高(右)。使用您的利益相关者列表和您所做的分析,根据两个坐标轴绘制它们。 4.确定利益攸关方的优先次序 现在,您已经在地图上列出、分析并绘制了您的利益相关者,您可以开始设计一个计划,说明您将如何在项目过程中与利益相关者合作。根据它们在地图上的位置,您可以对它们进行密切管理,以监视它们。这是您的干系人沟通计划和全面干系人管理的开始。 利益攸关方映射时的最佳做法 如果你能获得尽可能多的关于所有利益相关者的信息,这会很有帮助。你想知道他们是谁,他们喜欢怎样交流。有些人可能只是要求你发短信给他们更新,有些人想要当面演示,有些人可能更喜欢打电话。了解他们想要的沟通方式,并确定适合他们的频率。 兼容并蓄 利益相关者映射的另一个方面是理解他们之间的文化或语言多样性。如果他们不说你的母语,你需要调整你的信息。重要的是要包容各方,知道什么对一个利益相关者是正确的,可能对另一个利益相关者是错误的。 清楚地沟通 你的通讯内容必须清楚。你要避免使用行话,简单地陈述事实。当你在交流的时候要透明,要注意什么是确定的,什么是不确定的。对利益相关者的反馈持开放态度,并了解他们如何影响您的决策。 开诚布公 永远不要隐瞒信息,尤其是坏消息。你越早公开,你就能越快满足利益相关者的期望,管理他们可能关心的问题。 保持可用状态 最后,保持通讯畅通。与你的利益相关者保持联系,但也要给他们一个渠道,让他们在必要时可以联系到你。当他们这样做的时候,听他们说什么,和他们互动,问你自己的问题。通信是一种信息交换。 ProjectManager.com如何帮助您管理涉众 是一个基于云的项目管理软件,它促进了与报告的实时通信,这些报告能够及时捕获进度,有助于让参与项目的每个人都了解情况。我们的功能可帮助您轻松更新干系人。 利益相关者想知道你将如何交付项目。项目经理努力工作,在我们的在线甘特图上建立一个可行的时间表,它可以组织任务、管理依赖关系和设置里程碑。可以与干系人共享进度表,使他们保持循环。 向利益相关者提供实时数据 一旦他们知道了你的计划,他们就会想看看在执行过程中进展如何。您可以共享实时仪表板,该仪表板显示项目指标的高级视图,如任务进度、剩余工作时间、成本等。 必要时向涉众提供项目详细信息 为了更深入地了解进度和性能,我们提供了一键式报告。只需按一下键就可以生成状态报告、项目成本等等。然后打印或与利益相关者共享报告,所有报告都可以被过滤,只显示他们感兴趣的数据。 是组织任务、团队和利益相关者的获奖工具。您可以使用一些特性来保持团队协作和工作负载平衡,从而提高工作效率。利益相关者可以立即看到他们的进展,并在高层或更详细地了解情况。满足您的利益相关者的计划,监测和报告更好的今天采取这个30天的免费试用。 利益相关者分析模板 项目组织101:如何组织你的项目 需求分析&确保涉众满意 利益相关者分析101:识别,绘图及更多