Plan Stakeholder Engagement


The purpose of Plan Stakeholder Engagement is to plan an approach for establishing and maintaining effective working relationships with the stakeholders.


Plan Stakeholder Engagement involves conducting a thorough stakeholder analysis to identify all of the involved stakeholders and analyze their characteristics. The results of the analysis are then utilized to define the best collaboration and communication approaches for the initiative and to
appropriately plan for stakeholder risks.


Needs: understanding the business need and the parts of the enterprise that it affects helps in the identification of stakeholders. The need may evolve as stakeholder analysis is performed.

Business Analysis Approach: incorporating the overall business analysis approach into the stakeholder analysis, collaboration, and communication approaches is necessary to ensure consistency across the approaches.

  • Perform Stakeholder Analysis
    • Roles
    • Attitudes
    • Decision Making Authority
    • Level of Power or Influence
  • Define Stakeholder Collaboration:
    • timing and frequency of collaboration,
    • location,
    • available tools such as wikis and online communities,
    • delivery method such as in-person or virtual, and
    • preferences of the stakeholders.
  • Stakeholder Communication Needs
    • what needs to be communicated,
    • what is the appropriate delivery method (written or verbal),
    • who the appropriate audience is,
    • when communication should occur,
    • frequency of communication,
    • geographic location of stakeholders who will receive communications,
    • level of detail appropriate for the communication and stakeholder, and
    • level of formality of communications.
Guidelines and Tools:
  • Business Analysis Performance Assessment
  • Change Strategy
  • Current State Description:
  • Brainstorming
  • Business Rules Analysis
  • Document Analysis
  • Interviews
  • Lessons Learned
  • Mind Mapping
  • Organizational Modelling
  • Process Modelling
  • Risk Analysis and Management
  • Scope Modelling
  • Stakeholder List, Map, or Personas
  • Survey or Questionnaire
  • Workshops

Customers: a source of external stakeholders.

Domain Subject Matter Expert: may help to identify stakeholders and may
themselves be identified to fulfill one or more roles on the initiative.

End User: a source of internal stakeholders.

Project Manager: may be able to identify and recommend stakeholders.
Responsibility for stakeholder identification and management may be shared
with the business analyst.

Regulator: may require that specific stakeholder representatives or groups be
involved in the business analysis activities.

Sponsor: may request that specific stakeholders be involved in the business
analysis activities.

Supplier: a source of external stakeholders.


Stakeholder Engagement Approach

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