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Advanced Topics in Project Management
Techniques to Assess Stakeholders
Moderator
Janelle Abaoag
Project Insight
Marketing, Public Relations
Janelle.Abaoag@projectinsight.com
www.projectinsight.net
© 2014 Core Performance Concepts Inc.
Things to Know…
All participants will be on mute
Questions are welcome
Please use the questions box to ask
questions
The moderator will select questions
All questions will be answered today or
by email at info@projectinsight.net
Webinar recording available in the PI Community
© 2014 Core Performance Concepts Inc.
Presenter
Janice Y. Preston, MBA, CPA, PMP
COO, Core Performance Concepts Inc.
Training in project management,
PMP® and CAPM® certification, leadership,
business analysis, agile and six sigma
jypreston@cpconcepts.net
www.coreperformanceconcepts.com
PMP® and CAPM® are registered trademarks of the
Project Management Institute
© 2014 Core Performance Concepts Inc.
Poll: Stakeholder Assessments
What is YOUR biggest issue in managing stakeholders?
Detached stakeholder
Negative or opposing stakeholder
Unrealistic stakeholder
Lack of techniques to assess stakeholders
Lack of power in dealing with stakeholders
© 2014 Core Performance Concepts Inc.
Goals of the Advanced Series
Expand your knowledge of more complex tools and techniques
Build leadership skills to manage people more effectively
Identify practical ways to begin using advanced techniques
Explore other methodologies or techniques that enhance project
management competency
© 2014 Core Performance Concepts Inc.
Objectives of This Webinar
At the end of this webinar, you will be able to:
Define typical project stakeholders.
Identify techniques for assessing stakeholders.
Perform an assessment of power and interest.
Build a stakeholder register.
Identify best practices to implement within Project Insight.
© 2014 Core Performance Concepts Inc.
Definition
Stakeholder. An individual, group, or
organization who may affect, be affected by,
or perceive itself to be affected by a decision,
activity, or outcome of a project.
PMBOK® Guide Glossary
Key Stakeholders
Key Stakeholders
Core Team Members Support
Team Members
Subject Matter Experts (SME)
Functional Groups
Functional or
Resource Managers
Sellers Project Sponsor
Senior Mgmt
Customer or End User
Business Partners
Regulator
Public
© 2014 Core Performance Concepts Inc.
Operational Stakeholders
Sales
Training
Plant Supervisor
Customer Call Center
Line Manager
Manufacturing Operator
Maintenance
© 2014 Core Performance Concepts Inc.
Definition
Stakeholder register. A project
document including the identification,
assessment, and classification of
project stakeholders.
PMBOK® Guide Glossary
Stakeholder Function Project Role Stakeholder Expectations of Project
John Michelson CEO Review Project is critical to keeping in business. Wants the project implemented with HIGH quality.
Hannah Target VP Marketing Sponsor Really likes the idea of improving processes. Can think of several ways to Market the company once the project is completed.
Tom Wang VP of Business Development and Sales
Review Thinks this new project can improve opportunities for the company. Wants the project in as soon as possible.
Sarah Policie Distribution Manager
Project Manager Doesn’t really like change, but will do what is asked.
Stakeholder Register
© 2014 Core Performance Concepts Inc.
Project Insight Work Package Assignment
© 2014 Core Performance Concepts Inc.
Poll: Stakeholder Register
What is included in your stakeholder register?
Sadly, we don’t have one.
Contact & demographic information only (e.g.
department, location, time zone, etc.)
Combined contact and roles & responsibility
All of the above plus stakeholder assessments
© 2014 Core Performance Concepts Inc.
Goal: determine stakeholders’ expectations,
interest, influence, and effect on a project
Stakeholders have competing needs and interests
Stakeholder attributes affect the PM’s ability to
lead projects
Communicating with stakeholders depends on the
PM’s ability to understand others
Foundations of Stakeholder Assessment
© 2014 Core Performance Concepts Inc.
Key stakeholders have different levels of involvement
in:
Initiating
Planning
Execution
Monitoring and control
Closing
Many stakeholders are uncomfortable with change
Foundations of Stakeholder Assessment
© 2014 Core Performance Concepts Inc.
Stakeholder Characteristics & Attributes Interest & Attitude
Engagement
Power & Influence
Relationships
Risk Profile
Salience Model
Communication & Behavioral Style
•What is their stake in the project?
•Who supports and opposes the project?
•Who has power? Who controls resources?
•Who cooperates? Which stakeholders are in conflict?
•What are their personal tolerances for risk?
•Which stakeholders have the combination of power, legitimacy, and urgency?
•What personal characteristics are at work?
Interest
Related personally to their potential benefit or loss
Influenced by project’s impact on them
Involvement is combination of interest and available time
Attitude
Positive, negative, neutral
Interest & Attitude
© 2014 Core Performance Concepts Inc.
Assessing Stakeholder Interest
How will each stakeholder benefit?
What will work to the detriment of each stakeholder?
What are the stakeholders’ attitudes?
What are the stakeholders’ expectations for the project?
Which stakeholders are negative, unrealistic, detached, cooperative?
© 2014 Core Performance Concepts Inc.
Stakeholders may be:
Detached
Unrealistic
Opposing
Cooperative
Stakeholder Interest
Question for You
What do you do about
stakeholders who are:
Negative or opposing
Unrealistic
© 2014 Core Performance Concepts Inc.
Power – ability to positively or negatively impact project
success; ability to assist or resist project objectives
Project sponsor – typically has greatest power
Resources controlled – delivers power over the project
into those who control resources
Moderated by available alternatives
Power and Influence
© 2014 Core Performance Concepts Inc.
Assessing Stakeholder Power
What project-related power do they have?
What beneficial or detrimental stake in the project do they have?
What project resources do they control?
Which of these is critical to project success?
What other sources of control do they have?
© 2014 Core Performance Concepts Inc.
Another way to look at type of power
Direct
Formal authority, reward, or penalty power
Indirect
Reward, penalty, expert, referent, affiliation
Ability to Influence
© 2014 Core Performance Concepts Inc.
Power & Interest Matrix
Power – stakeholders’
ability to assist or resist
project objectives
Interest – may be
beneficial or detrimental
High Power
Low Interest
High Power
High Interest
Low Power
Low Interest
Low Power
High Interest
© 2014 Core Performance Concepts Inc.
Managing Stakeholders
Recognize there will be issues
Communication is critical
Goals:
Meet their needs
Deal with their issues
Involve them in decision making, when appropriate
Benefits:
Increase support & minimize opposition
© 2014 Core Performance Concepts Inc.
Personal attention Communicate more
frequently Summary level
Mass communication Encourage interest
Give them a voice Mass communication
Personal attention Communicate less
frequently Summary level
Tom Wang, VP Business Dev
John Michelson, CEO
Sarah Policie, Distribution Mgr
Jane Simperton, PM
Jackie Hollander, Sales Mgr
Stakeholder Power & Interest
Hannah Target, VP Marketing
© 2014 Core Performance Concepts Inc.
Stakeholder Stakeholder Expectations of Project Interest Power Strategy for Gaining Support or
Reducing Obstacles
John Michelson CEO
Project is critical to keeping in business. Wants the project implemented with HIGH quality.
High Significant Influence
Need to make sure that John is aware of all critical issues. He will be able to help with any obstacles the team may have.
Hannah Target VP Marketing
Really likes the idea of improving processes. Can think of several ways to Market the company once the project is completed.
High Low Influence Provide a simple status regularly on what benefits will be expected as the new processes are implemented.
Tom Wang VP of Business Development and Sales
Thinks this new project can improve opportunities for the company. Wants the project in as soon as possible.
High High Influence Need to balance desire to have project completed fast to quality that the CEO is looking for.
Sarah Policie Distribution Manager
Doesn’t really like change, but will do what is asked.
Low Low Influence Will need to keep in mind making Sarah’s life easy when ready to deliver, but not necessary.
Stakeholder Strategies
© 2014 Core Performance Concepts Inc.
Project Insight Issue Log
© 2014 Core Performance Concepts Inc.
Question for You
What do you do about
stakeholders who are:
Detached with high power, low
interest
© 2014 Core Performance Concepts Inc.
Review
Who are typical stakeholders?
What are some stakeholder assessment techniques?
How can you perform an assessment of power and interest?
What should be included in a stakeholder register?
How would you use Project Insight tools to manage project
information?
Questions & Answers??
© 2014 Core Performance Concepts Inc.
Use this link and answer 10 questions about
assessing stakeholders
CPC will send the link out the results to all
participants
THIS LINK WILL BE DISTRIBUTED on Monday, March 31st
© 2014 Core Performance Concepts Inc.
Compare Yourself to Others
2014 Advanced Webinar Series The 2nd Wednesday of Every Month
8:00 am Pacific Time Topics
Jan – Validating Requirements
Feb – Using Social Networking in Talent Management (NEW!)
Mar – Techniques for Stakeholder Assessment (NEW!)
April – Managing Up
May – Perspectives on Agile Concepts & Techniques
June – Energy Leadership
© 2014 Core Performance Concepts Inc. & Patty Malone
Topics
July – Sustainable Innovation
Aug – The Art of Getting **IT Done
Sept – Transforming Resistance into Support (NEW!)
Oct – Cultural Diversity Skills for PMs (NEW!)
Nov – Developing Risk Response Strategies
Dec – no webinar; enjoy the holidays!
Register Ahead of Time
Go to www.projectinsight.net
2 ways to register:
Free Project Management Training
Training & Webinar Calendar
© 2014 Core Performance Concepts Inc.
Earn PDUs
You will automatically receive your PDUs via email after the webinar
For further questions: Janelle.Abaoag@projectinsight.com
Earn 1 PDU for each webinar session attended
To register your PDUs go to www.pmi.org
Login as a member of PMI
Enter the information provided on your certificate of completion
Click continue
© 2014 Core Performance Concepts Inc.
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