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Plan Stakeholder Engagement

Purpose:

  • Establish and maintain effective relationships with stakeholders.

Description:

  • Process Overview:

    • Conduct stakeholder analysis.

    • Identify stakeholders.

    • Define collaboration and communication.

    • Plan for stakeholder risks.

  • Stakeholder Analysis:

    • Identify stakeholders.

    • Analyze characteristics.

  • Approaches and Planning:

    • Define collaboration and communication.

    • Plan for risks.

  • Managing Complexity:

    • Adapt to larger groups.

Inputs:

  • Needs: Understand business impact for stakeholder identification.

  • Approach: Integrate for consistency.

Elements:

  1. Stakeholder Analysis

    • Identification: Identify stakeholders and analyze impact.

    • Repetition: Continuously analyze throughout.

    • Thoroughness: Detailed lists prevent oversight.

    • Sources: Utilize organizational charts, sponsors, contracts, etc.

  2. Roles

    • Identification: Identify stakeholder roles for contribution understanding.

  3. Attitudes

    • Analysis: Analyze stakeholder attitudes for tailored engagement.

  4. Decision Making

    • Authority: Determine authority for collaboration.

  5. Influence

    • Evaluation: Assess influence for buy-in strategies.

  6. Collaboration Planning

    • Approaches: Plan considering timing, tools, etc.

  7. Communication Needs

    • Evaluation: Assess communication requirements.

    • Planning: Document in a communication plan.

Guidelines and Tools

  1. Business Analysis Performance Assessment: Review past assessments.

  2. Change Strategy: Enhance stakeholder impact assessment.

  3. Current State Description: Understand context for analysis.

Techniques

  • Brainstorming: Generate stakeholder list.

  • Business Rules Analysis: Identify rule-originating stakeholders.

  • Document Analysis: Review organizational assets.

  • Interviews: Gain insights from stakeholders.

  • Lessons Learned: Learn from past experiences.

  • Mind Mapping: Visualize stakeholder relationships.

  • Organizational Modeling: Identify unique needs.

  • Process Modeling: Categorize stakeholders by processes.

  • Risk Analysis: Identify and manage risks.

  • Scope Modeling: Define solution boundaries.

  • Stakeholder List/Map/Personas: Depict relationships.

  • Survey/Questionnaire: Identify stakeholder characteristics.

  • Workshops: Engage stakeholders for insights.

Stakeholders:

  • Customers: External input.

  • Domain Expert: Identify stakeholders, take roles.

  • End Users: Crucial internally.

  • Project Manager: Collaborates.

  • Regulator: Mandates involvement.

  • Sponsor: Requests engagement.

  • Supplier: External contribution.

Outputs:

  • Stakeholder Approach:

    • Lists stakeholders, roles.

    • Defines communication strategies.

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