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Stakeholder Analysis Matrix Document Template

Identifies key stakeholders and analyzes their interest and influence on project outcomes.

Stakeholder Analysis Matrix

This document outlines a stakeholder analysis matrix used to identify key stakeholders in a project and evaluate their interest and influence. This helps in formulating effective stakeholder engagement strategies to maximize support and minimize resistance to change.

Project Overview

Project Name: {projectName}

Project Manager: {projectManager}

Project Start Date: {projectStartDate}

Project End Date: {projectEndDate}

Stakeholder Summary

The following table provides an overview of identified stakeholders, their level of interest and influence, and suggested engagement strategies.

Stakeholder Name Role/Position Interest Level Influence Level Engagement Strategy
{#stakeholders}{name} {role} {interestLevel} {influenceLevel} {engagementStrategy}{/stakeholders}

Key Stakeholders

The following stakeholders have been identified as key individuals who have a significant impact on project success based on their interest and influence levels.

{#keyStakeholders}

  • {name} - {role}. Interest: {interestLevel}, Influence: {influenceLevel}

{/keyStakeholders}

Engagement Action Plan

This section outlines specific actions to be taken to engage with stakeholders, including communication frequency and methods.

Stakeholder Communication Method Frequency Responsible Person
{#engagementPlan}{stakeholder} {method} {frequency} {responsible}{/engagementPlan}

Notes and Observations

{#notes}

  • {note}

{/notes}

Conclusion

Performing stakeholder analysis enables the project team to plan appropriate communications, minimize resistance, and increase support. This matrix will be revisited throughout the project lifecycle to ensure stakeholder alignment with project goals.

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Use Cases

Automate Stakeholder Analysis Matrix Using Forms

collect stakeholder details via web form to generate analysis matrix
gather project team input on stakeholder influence using shareable form
crowdsource stakeholder impact scoring through online form submission
create stakeholder matrix from responses submitted through form link
use client-facing form to input stakeholder interest levels for matrix generation

Generate Stakeholder Analysis Matrix Using APIs

generate stakeholder analysis matrix via project management API trigger
auto-create stakeholder matrix from CRM data using API integration
trigger stakeholder report generation from project planning tool via API
create stakeholder influence matrix from ERP system using API call
automatically generate stakeholder matrix when new project is created via API

Integrations / Automations

automatically generate stakeholder matrix from Google Sheets using Zapier
create stakeholder analysis PDF when Trello card is moved to Planning stage
send stakeholder matrix to email when new Asana task is created
generate stakeholder document from Airtable records using Make automation
create and store stakeholder matrix in Dropbox when a new project starts in Monday.com

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