Stakeholder Engagement Plan
The Stakeholder Engagement Plan is a component of the project management plan that identifies strategies and actions required to promote productive involvement of stakeholders in project decision-making and execution.
Purpose:
- Define approach for managing stakeholder relationships
- Identify strategies to increase stakeholder support
- Plan for reducing stakeholder resistance
- Guide stakeholder engagement activities throughout project
- Ensure stakeholders remain appropriately involved
Key Components:
1. Stakeholder Identification and Analysis
Stakeholder Register Information:
- Names and roles
- Organizational positions
- Contact information
- Classification (internal/external, supporter/neutral/resistor)
- Major requirements and expectations
- Influence and impact levels
- Assessment category (power/interest, influence/impact)
Analysis Techniques:
Power/Interest Grid:
- High Power, High Interest - Manage Closely (key stakeholders)
- High Power, Low Interest - Keep Satisfied
- Low Power, High Interest - Keep Informed
- Low Power, Low Interest - Monitor
Influence/Impact Grid:
- Assesses stakeholder's ability to influence project and impact on project success
- Similar quadrant approach to Power/Interest grid
Salience Model:
- Power - Ability to impose their will
- Legitimacy - Appropriate involvement
- Urgency - Need for immediate attention
- Combines these three attributes to prioritize stakeholders
Stakeholder Cube:
- Three-dimensional model considering:
- Power (ability to influence)
- Interest (level of concern)
- Attitude (support or opposition)
2. Current and Desired Engagement Levels
Engagement Levels (Spectrum):
Unaware:
- Not aware of project or potential impacts
- No knowledge of project existence
Resistant:
- Aware of project but resistant to change
- May actively oppose project
- Sees more threats than opportunities
Neutral:
- Aware of project but neither supportive nor resistant
- Passive, neither helping nor hindering
- May become engaged with proper approach
Supportive:
- Aware of project and supports it
- Willing to help when asked
- Generally positive attitude
Leading:
- Aware of project and actively engaged
- Champions the project
- Influences others to support
- Dedicates resources and energy
Assessment Matrix Example:
| Stakeholder | Current Level | Desired Level | Gap | Strategy |
|---|---|---|---|---|
| CFO | Neutral | Supportive | ↑ | Show ROI data, monthly briefings |
| IT Director | Resistant | Supportive | ↑↑ | Address concerns, involve in decisions |
| Marketing VP | Supportive | Leading | ↑ | Request advocacy, public endorsement |
| End Users | Unaware | Supportive | ↑↑ | Launch awareness campaign, demos |
3. Engagement Strategies and Actions
Strategies per Stakeholder:
-
For Moving from Unaware to Resistant/Neutral:
- Information campaigns
- Presentations and briefings
- Demonstrations
- Awareness materials
-
For Moving from Resistant to Neutral:
- One-on-one meetings to address concerns
- Involve in problem-solving
- Find win-win solutions
- Address root causes of resistance
-
For Moving from Neutral to Supportive:
- Show benefits and value
- Involve in decision-making
- Demonstrate quick wins
- Build relationship and trust
-
For Moving from Supportive to Leading:
- Request advocacy and championing
- Provide platforms for influence
- Recognize contributions publicly
- Delegate authority and responsibility
4. Engagement Activities and Timing
Types of Activities:
- Steering committee meetings (monthly)
- One-on-one executive briefings (as needed)
- Town hall meetings (quarterly)
- Focus groups (during requirements phase)
- Surveys and feedback sessions (bi-weekly during design)
- Training and workshops (before implementation)
- Change champion meetings (weekly)
- Status reports (weekly/monthly based on stakeholder level)
Timing Considerations:
- Project phase (initiation, planning, execution, etc.)
- Milestone events
- Decision points
- Risk emergence
- Change requests
- Issue escalation
5. Relationship Management Approach
Building Trust:
- Deliver on commitments consistently
- Communicate transparently and honestly
- Admit mistakes and address issues promptly
- Show respect for stakeholder concerns
- Follow through on action items
Managing Expectations:
- Clarify what's in and out of scope
- Set realistic timelines and commitments
- Communicate constraints and trade-offs
- Provide early warnings of problems
- Negotiate rather than dictate
Conflict Resolution:
- Address conflicts early
- Use appropriate resolution techniques
- Focus on interests, not positions
- Seek win-win solutions
- Escalate when necessary
Influence Techniques:
- Expertise and credibility
- Reciprocity and exchange
- Rational persuasion
- Coalition building
- Consultation and involvement
6. Resource Requirements
Resources Needed:
- Stakeholder engagement time allocation
- Communication tools and platforms
- Meeting facilities
- Travel budget for face-to-face meetings
- Materials and presentations
- External consultants (change management, facilitation)
- Administrative support
7. Roles and Responsibilities
Project Manager:
- Overall stakeholder engagement responsibility
- Key stakeholder relationship management
- Escalation handling
- Engagement plan updates
Project Team:
- Day-to-day stakeholder interaction
- Technical information provision
- Feedback collection
- Issue identification
Business Analyst:
- Requirements stakeholder engagement
- User community liaison
- Acceptance criteria validation
Change Manager:
- Organizational change stakeholder management
- Resistance management
- Adoption planning
Sponsor:
- Executive stakeholder engagement
- Barrier removal
- Strategic alignment communication
8. Monitoring and Control
Effectiveness Measures:
- Stakeholder satisfaction scores
- Engagement level changes (tracking movement on spectrum)
- Issue resolution time
- Decision-making efficiency
- Change request frequency and nature
- Attendance and participation rates
- Feedback quality and quantity
Review and Update Triggers:
- New stakeholders identified
- Organizational changes
- Project phase transitions
- Significant scope or objective changes
- Engagement strategies not working
- Regular review cycles (monthly/quarterly)
Confidentiality Considerations:
Important: The Stakeholder Engagement Plan often contains sensitive information:
- Political considerations
- Stakeholder assessments (especially resistance)
- Influence strategies
- Personal information
Protection Measures:
- Restricted distribution (project manager, sponsor, key team)
- Secure storage
- Confidential classification
- Sanitized versions for broader distribution
- Separate public-facing stakeholder lists
Communications Management Plan (Stakeholder Communication Component)
The Communications Management Plan describes how project communications will be planned, structured, monitored, and controlled. It focuses on the mechanisms and logistics of communication rather than the strategic relationship management covered in the Stakeholder Engagement Plan.
Purpose:
- Define what information will be communicated
- Specify communication methods and frequency
- Identify who needs what information and when
- Establish communication protocols and standards
- Ensure timely and appropriate information flow
Key Components:
1. Stakeholder Communication Requirements
Information Needs Analysis:
| Stakeholder | Information Needed | Purpose | Frequency | Level of Detail |
|---|---|---|---|---|
| Executive Sponsor | Project status, risks, budget | Oversight, decisions | Monthly | Summary |
| Steering Committee | Progress, issues, changes | Governance | Quarterly | Moderate |
| Project Team | Tasks, deadlines, dependencies | Execution | Daily/Weekly | Detailed |
| End Users | Features, training, go-live | Preparation | Bi-weekly | Moderate |
| Vendors | Requirements, schedule, payments | Coordination | Weekly | Detailed |
Requirements Sources:
- Stakeholder interviews
- Organizational culture
- Project complexity
- Geographical distribution
- Regulatory requirements
- Lessons learned
2. Communication Methods and Technologies
Communication Methods:
Interactive Communication:
- Face-to-face meetings
- Video conferences
- Phone calls
- Instant messaging
- Real-time collaboration tools
- Most effective for complex discussions
Push Communication:
- Emails
- Reports
- Memos
- Letters
- Status updates
- Sent to specific recipients
Pull Communication:
- Websites
- Portals
- Repositories
- Knowledge bases
- Intranet sites
- Recipients access when needed
Technology Selection:
- Project management information system (PMIS)
- Collaboration platforms (Slack, Teams, Sharepoint)
- Video conferencing (Zoom, WebEx)
- Email systems
- Document management systems
- Reporting dashboards
- Social media (for external stakeholders)
Selection Criteria:
- Urgency of information
- Availability of technology
- Project team capabilities
- Confidentiality requirements
- Project budget
- Geographic distribution
3. Communication Matrix
Comprehensive Communication Plan Table:
| Communication Type | Purpose | Frequency | Method | Format | Owner | Audience | Distribution Date |
|---|---|---|---|---|---|---|---|
| Status Report | Progress update | Weekly | Template | PM | Sponsor, Team | Friday 5pm | |
| Steering Committee | Governance | Monthly | Meeting | Presentation | PM | Committee | First Thursday |
| Team Meeting | Coordination | Daily | Video call | Stand-up | Scrum Master | Team | 9am daily |
| Risk Review | Risk management | Bi-weekly | Meeting | Dashboard | Risk Manager | PM, Leads | Alternate Mondays |
| Stakeholder Newsletter | Awareness | Monthly | Newsletter | Comms Lead | All stakeholders | 1st of month | |
| Change Notification | Change awareness | As needed | Change form | Change Manager | Impacted users | 5 days before |
4. Communication Frequency and Timing
Scheduled Communications:
- Daily stand-ups
- Weekly status reports
- Bi-weekly progress meetings
- Monthly steering committee
- Quarterly town halls
- Annual reviews
Event-Driven Communications:
- Issue escalation (immediate)
- Risk emergence (within 24 hours)
- Milestone completion (within 2 days)
- Change requests (per change process)
- Critical incidents (immediate)
- Decision requirements (per governance)
Phase-Based Communications:
- Initiation: Project charter, kickoff announcements
- Planning: Requirements workshops, plan reviews
- Execution: Progress updates, deliverable reviews
- Monitoring & Control: Performance reports, corrective actions
- Closing: Lessons learned, project closure reports
5. Communication Roles and Responsibilities
RACI for Communications:
| Activity | PM | Sponsor | Team Lead | Comms Specialist | Stakeholder |
|---|---|---|---|---|---|
| Status Report | R | I | C | A | I |
| Executive Briefing | C | R | I | A | - |
| Team Meeting | A | I | R | - | - |
| User Newsletter | I | - | C | R | - |
| Risk Alert | R | I | I | A | I |
R = Responsible, A = Accountable, C = Consulted, I = Informed
6. Escalation Processes
Escalation Paths:
Level 1: Project Team
- Day-to-day issues
- Technical problems
- Schedule adjustments
- Timeframe: 1-2 days
Level 2: Project Manager
- Cross-functional conflicts
- Resource constraints
- Moderate risks
- Timeframe: 2-3 days
Level 3: Sponsor/Steering Committee
- Strategic decisions
- Major scope changes
- Significant budget impacts
- Timeframe: 1 week
Level 4: Executive Leadership
- Portfolio conflicts
- Organization-wide impacts
- Program cancellation
- Timeframe: Immediate to 2 weeks
Escalation Triggers:
- Issue unresolved at lower level within timeframe
- Impact exceeds authority level
- Stakeholder conflict requires higher mediation
- Risk exceeds tolerance thresholds
- Decision requires broader input
7. Communication Guidelines and Standards
Documentation Standards:
- Templates for reports, presentations, emails
- Branding and formatting requirements
- Version control protocols
- File naming conventions
- Storage locations and access
Meeting Guidelines:
- Agenda distribution (48 hours prior)
- Meeting minutes format and distribution (24 hours after)
- Attendance expectations
- Decision documentation
- Action item tracking
Email Protocols:
- Subject line conventions
- Response time expectations
- Use of CC vs. BCC
- Confidentiality markings
- Attachment size limits
Presentation Standards:
- Corporate templates
- Executive summary requirements
- Data visualization guidelines
- Presentation duration limits
Language Considerations:
- Primary language(s)
- Translation requirements
- Cultural sensitivity
- Jargon and acronym usage
- Technical terminology definition
8. Information Management and Storage
Repository Structure:
- Project documents library
- Deliverables folder
- Communications archive
- Lessons learned database
- Stakeholder materials
Version Control:
- Naming conventions
- Version numbering
- Change logs
- Archive protocols
- Retention schedules
Access and Security:
- Permissions matrix
- Confidential information handling
- Data classification levels
- Distribution lists
- Password protection
9. Performance Monitoring
Communication Effectiveness Metrics:
- Message delivery rates
- Read/open rates (emails)
- Meeting attendance
- Response times
- Feedback quality
- Stakeholder satisfaction with communications
- Information accuracy
- Timeliness of distribution
Feedback Mechanisms:
- Communication surveys
- One-on-one feedback sessions
- Retrospectives
- Complaints and issues logged
- Suggestions for improvement
Continuous Improvement:
- Regular review of communication effectiveness
- Adjustment of methods based on feedback
- Update frequency based on needs
- Technology upgrades
- Process refinements
Relationship and Integration Between Plans
Stakeholder Engagement Plan vs. Communications Management Plan:
| Aspect | Stakeholder Engagement Plan | Communications Management Plan |
|---|---|---|
| Focus | WHO and WHY (relationships, strategies) | WHAT and HOW (content, methods) |
| Purpose | Managing relationships and influence | Managing information flow |
| Strategic/Tactical | Strategic | Tactical/Operational |
| Content | Engagement strategies, relationship building | Communication methods, schedules, formats |
| Sensitivity | Often confidential (strategies, assessments) | Generally can be shared |
| Addresses | Engagement levels, influence, resistance | Information needs, frequencies, channels |
| Time Horizon | Throughout project with strategic view | Detailed operational schedule |
Integration Points:
1. Stakeholder Analysis Feeds Communication Planning:
- Power/interest classification determines communication frequency and detail
- High-power stakeholders get more frequent, detailed communications
- Engagement level goals inform communication intensity
2. Communication Supports Engagement Strategies:
- Communication methods are chosen to support engagement objectives
- Frequency and format aligned with moving stakeholders to desired engagement levels
- Content tailored to address specific stakeholder concerns and interests
3. Both Plans Reference Stakeholder Register:
- Common source of stakeholder information
- Consistent stakeholder identification across plans
- Updates to register trigger updates to both plans
4. Feedback Loops:
- Communication effectiveness metrics inform engagement strategy adjustments
- Engagement level changes may trigger communication plan updates
- Stakeholder feedback influences both plans
Example Integration:
Stakeholder: IT Director (currently Resistant, desired: Supportive)
Engagement Plan Strategy:
- Address concerns about implementation complexity
- Involve in technical design decisions
- Demonstrate vendor capability
- Build trust through transparency
Communications Plan Support:
- Weekly one-on-one technical briefings (interactive)
- Invite to all technical design reviews (interactive)
- Share vendor references and case studies (push)
- Provide access to technical documentation repository (pull)
- Immediate notification of technical issues and resolutions (push)
Development Process
Creating the Stakeholder Engagement Plan:
Step 1: Identify Stakeholders
- Brainstorm who is affected or can affect project
- Review organizational charts
- Interview sponsor and key stakeholders
- Document in Stakeholder Register
Step 2: Analyze Stakeholders
- Assess power, interest, influence, impact
- Classify using appropriate model (Power/Interest grid, etc.)
- Identify requirements and expectations
- Determine current engagement level
Step 3: Determine Desired Engagement
- Based on project needs and stakeholder importance
- Consider phase-specific needs
- Document target engagement levels
Step 4: Develop Strategies
- Plan how to move from current to desired engagement
- Identify specific actions and activities
- Assign responsibilities
- Determine timing
Step 5: Plan Resources
- Estimate time and budget needed
- Identify tools and support required
- Allocate team member responsibilities
Step 6: Document and Approve
- Compile plan document
- Review with sponsor
- Obtain approval
- Secure confidentially
Creating the Communications Management Plan:
Step 1: Analyze Information Needs
- Interview stakeholders about what they need to know
- Consider project characteristics
- Review organizational requirements
- Determine frequency and detail level needs
Step 2: Identify Communication Methods
- Assess available technologies
- Consider stakeholder preferences
- Evaluate effectiveness for information types
- Match methods to needs
Step 3: Develop Communication Matrix
- List all communication types
- Specify frequency, method, format
- Assign ownership
- Define audience
Step 4: Establish Protocols
- Define standards and templates
- Create escalation procedures
- Specify storage and distribution
- Set guidelines and expectations
Step 5: Plan Monitoring
- Define effectiveness metrics
- Establish feedback mechanisms
- Schedule reviews
Step 6: Document and Approve
- Compile plan document
- Review with team and stakeholders
- Obtain approval
- Distribute appropriately
Maintenance and Updates
Both Plans Are Living Documents:
Update Triggers:
- New stakeholders identified
- Organizational changes
- Project phase transitions
- Stakeholder engagement level changes
- Communication ineffectiveness
- Scope or objective changes
- Lessons learned from issues
- Stakeholder feedback
- Regular review cycles
Review Frequency:
- Formal Review: Monthly or at phase gates
- Continuous Monitoring: Ongoing throughout project
- Major Update: When significant changes occur
Change Control:
- Document changes made
- Communicate updates to team
- Archive previous versions
- Update related documents
- Obtain approvals as needed
Best Practices
For Stakeholder Engagement Planning:
- Start early in project initiation
- Involve sponsor in stakeholder identification
- Be realistic about engagement level goals
- Tailor strategies to individual stakeholders
- Protect sensitive information carefully
- Update based on actual engagement effectiveness
- Build relationships proactively, not just reactively
- Consider cultural and organizational context
For Communications Planning:
- Balance information needs with communication overload
- Use most effective method for each communication type
- Be consistent in timing and format
- Make information easily accessible
- Verify receipt of critical communications
- Adapt based on stakeholder feedback
- Leverage technology appropriately
- Keep it simple and clear
Integration Best Practices:
- Develop both plans together
- Ensure consistency across plans
- Use common stakeholder register
- Cross-reference between plans
- Update both when stakeholders change
- Measure effectiveness of both relationship and information management
- Train team on both plans
Key Concepts
Stakeholder - Individual, group, or organization that may affect, be affected by, or perceive itself to be affected by a decision, activity, or outcome of a project.
Stakeholder Management - Overall process of identifying, analyzing, planning for, and managing stakeholder relationships and expectations.
Stakeholder Engagement - Process of communicating and working with stakeholders to meet their needs and expectations, address issues, and foster appropriate stakeholder involvement.
Stakeholder Engagement Plan - Component of project management plan identifying strategies and actions required to promote productive involvement of stakeholders.
Stakeholder Management Plan - Earlier term for Stakeholder Engagement Plan; documents approach to managing stakeholder relationships.
Communications Management Plan - Component of project management plan describing how project communications will be planned, structured, monitored, and controlled.
Stakeholder Communication Plan - Aspect of Communications Management Plan specifically addressing stakeholder information needs and delivery.
Stakeholder Register - Document identifying stakeholders, their classification, assessment, and key information about their involvement.
Stakeholder Identification - Process of regularly identifying project stakeholders and documenting relevant information.
Stakeholder Analysis - Systematic gathering and analysis of quantitative and qualitative information to determine whose interests should be considered throughout project.
Power - Level of authority or ability stakeholder has to impose will, influence decisions, or control resources.
Interest - Level of concern stakeholder has about project outcomes and activities.
Influence - Ability of stakeholder to affect project decisions, activities, or outcomes positively or negatively.
Impact - Stakeholder's ability to affect changes to project planning or execution; or the effect of project change on stakeholder.
Power/Interest Grid - Classification model placing stakeholders in four quadrants based on their level of authority and concern about project.
Influence/Impact Grid - Classification model assessing stakeholder's ability to influence project versus impact of project on stakeholder.
Salience Model - Stakeholder classification model considering power, legitimacy, and urgency to determine stakeholder importance.
Stakeholder Cube - Three-dimensional model classifying stakeholders by power, interest, and attitude.
Manage Closely - Strategy for high-power, high-interest stakeholders requiring intensive engagement and frequent communication.
Keep Satisfied - Strategy for high-power, low-interest stakeholders focusing on meeting their needs without excessive detail.
Keep Informed - Strategy for low-power, high-interest stakeholders providing regular updates and showing consideration.
Monitor - Strategy for low-power, low-interest stakeholders requiring minimal effort and periodic checking.
Engagement Level - Degree of stakeholder involvement, awareness, and support for project (Unaware, Resistant, Neutral, Supportive, Leading).
Unaware - Engagement level where stakeholder doesn't know about project or its potential impacts.
Resistant - Engagement level where stakeholder knows about project but opposes change and may actively work against it.
Neutral - Engagement level where stakeholder is aware of project but neither supports nor opposes it.
Supportive - Engagement level where stakeholder is aware of project, supports it, and is willing to help when asked.
Leading - Engagement level where stakeholder actively champions project and influences others to support it.
Current Engagement Level - Stakeholder's present degree of involvement and support for project.
Desired Engagement Level - Target level of stakeholder involvement and support needed for project success.
Engagement Gap - Difference between stakeholder's current and desired engagement levels requiring strategic action.
Engagement Strategy - Planned approach to move stakeholder from current to desired engagement level.
Stakeholder Engagement Assessment Matrix - Tool documenting stakeholders' current and desired engagement levels and strategies to close gaps.
Relationship Management - Building and maintaining productive working relationships with stakeholders throughout project.
Trust Building - Actions establishing confidence and reliability in relationships through consistent delivery and honest communication.
Expectation Management - Process of clarifying, negotiating, and meeting stakeholder expectations about project outcomes and involvement.
Influence Strategy - Planned approach to affect stakeholder attitudes, decisions, or behaviors in support of project objectives.
Conflict Resolution - Process of addressing and resolving disagreements or disputes between stakeholders or with project.
Resistance Management - Strategies and actions to address stakeholder opposition and move toward acceptance and support.
Change Champion - Stakeholder who actively promotes, supports, and advocates for project within their sphere of influence.
Communication - Purposeful information exchange between sender and receiver using agreed-upon method.
Communication Requirement - Specific information stakeholder needs, including content, timing, format, and delivery method.
Information Needs Analysis - Process of determining what information each stakeholder requires and when.
Communication Method - Means by which information is exchanged (meetings, reports, email, etc.).
Interactive Communication - Two-way information exchange between parties allowing immediate feedback (meetings, calls, video conferences).
Push Communication - One-way information sent to specific recipients who receive whether they request it or not (email, reports, memos).
Pull Communication - Information placed in centralized location for recipients to access at their discretion (portals, repositories, websites).
Communication Matrix - Table documenting all project communications including type, purpose, frequency, method, format, owner, and audience.
Communication Frequency - How often specific communication occurs (daily, weekly, monthly, as-needed, event-driven).
Communication Format - Structure and presentation of information (report template, presentation, memo, dashboard).
Communication Channel - Medium through which information flows (email, meeting, phone, portal, social media).
Communication Technology - Tools enabling information exchange (project management software, video conferencing, collaboration platforms).
Stakeholder Communication Requirement - Specific information needs, preferences, and expectations of individual stakeholders.
Communication Protocol - Established procedures and standards for conducting communications.
Escalation - Process of moving issues, decisions, or communications to higher authority level when needed.
Escalation Path - Defined sequence of authority levels for raising issues requiring higher-level attention or decision.
Escalation Trigger - Condition or event requiring issue to be raised to higher management level.
Communication Standard - Established format, template, or guideline ensuring consistency in project communications.
Documentation Standard - Rules and templates for creating, formatting, and storing project documents.
Meeting Guidelines - Protocols for conducting effective meetings including agendas, minutes, and participation expectations.
Distribution List - Predefined group of recipients for specific communication types.
Information Radiator - Visible, physical display posting information for stakeholders to see (boards, charts, dashboards).
Communication Effectiveness - Degree to which communications achieve intended purpose and meet stakeholder needs.
Feedback Mechanism - Process for collecting stakeholder input about communication quality and effectiveness.
Stakeholder Satisfaction - Measure of how well stakeholder needs, expectations, and preferences are met.
Communication Performance - Assessment of how well communication activities meet planned objectives.
Active Listening - Fully concentrating, understanding, responding, and remembering what stakeholder communicates.
Transparency - Openness in sharing information, decisions, and rationale with stakeholders.
Two-Way Communication - Exchange allowing both sending and receiving information with feedback.
Confidentiality - Protection of sensitive information from unauthorized disclosure.
Sensitive Information - Data requiring special handling due to privacy, competitive, political, or security concerns.
Restricted Distribution - Limitation of document or information access to specific individuals or groups.
Repository - Centralized location for storing and accessing project documents and information.
Version Control - System for managing changes to documents including naming, numbering, and archiving.
Information Management - Processes for collecting, distributing, storing, retrieving, and disposing of project information.
Communication Barrier - Obstacle preventing effective information exchange (language, culture, technology, distance).
Cultural Consideration - Awareness of how cultural differences affect communication preferences and interpretation.
Feedback Loop - Process where output of communication influences future inputs creating continuous improvement cycle.
Stakeholder Buy-In - Stakeholder acceptance, support, and commitment to project decisions and direction.
Stakeholder Alignment - Degree to which stakeholders share common understanding and support of project objectives.
Political Awareness - Understanding organizational dynamics, power structures, and informal influence networks.
Organizational Culture - Shared values, beliefs, and practices affecting how organization communicates and operates.
Change Resistance - Stakeholder opposition to project due to perceived threats, uncertainty, or disagreement with direction.
Win-Win Solution - Outcome satisfying needs and interests of multiple stakeholders through creative problem-solving.
Negotiation - Discussion between parties with different interests seeking mutually acceptable agreement.
Consultation - Process of seeking stakeholder input, advice, or opinion before making decisions.
Collaboration - Working together with stakeholders toward shared goals through open communication and mutual support.
Involvement - Degree of stakeholder participation in project activities, decisions, and communications.
Participation - Active stakeholder engagement in project processes rather than passive receipt of information.
Project Management Information System (PMIS) - Integrated tools and techniques for gathering, storing, and disseminating project information.
Dashboard - Visual display presenting key performance indicators and status information in consolidated, easy-to-understand format.
Status Report - Regular communication providing information about project progress, issues, risks, and upcoming activities.
Progress Report - Document detailing work completed, current status, and forecasts for future performance.
Performance Report - Communication presenting performance information including status, progress, and forecasts for decision-making.
Meeting Agenda - Document listing topics, sequence, time allocations, and objectives for meeting.
Meeting Minutes - Official record of meeting proceedings including attendees, discussions, decisions, and action items.
Action Item - Specific task assigned to individual with clear deliverable and due date resulting from meeting or discussion.
Decision Log - Record of key decisions made including rationale, date, decision-maker, and impacts.
Issue Log - Document listing identified issues, their status, owners, and resolution approaches.
RACI Matrix - Responsibility assignment matrix defining roles as Responsible (does work), Accountable (ultimate ownership), Consulted (input sought), Informed (kept updated).
Communication Governance - Framework of policies, processes, and oversight ensuring effective project communications.
Lessons Learned - Knowledge gained during project about what worked well, what didn't, and recommendations for improvement.
Retrospective - Regular meeting where team reflects on process and identifies improvements for future work.
Stakeholder Feedback - Input from stakeholders about their experiences, satisfaction, concerns, and suggestions.
Communication Audit - Systematic review of communication effectiveness, identifying gaps and improvement opportunities.
Continuous Improvement - Ongoing effort to enhance communication and engagement processes based on feedback and lessons learned.
