The stakeholders engagement assessment matrix is a way of analyzing and portraying the level and direction of stakeholder engagement. The matrix is one of the analytical techniques that are the tools and techniques listed for the PMI process of plan stakeholder management.
(Sometimes the term is given as "stakeholder engagement assessment matrix", but it is for multiple stakeholders and the PMBOK uses the plural term.)
The engagement classifications recommended in the PMBOK (5th edition, see section 188.8.131.52 and the example in figure 13-7):
- unaware - does not know about the project or its benefits and other impacts
- resistant - aware of the project and its impacts, but resistance to the change
- neutral - aware of the project, not resistant or supportive
- supportive - aware of the project, and supports the change and potential impacts
- leading - aware of the project and potential impacts, and actively ensuring its success
Here's an example of a few entries in a stakeholders engagement assessment matrix (c=current level of engagement; d=desired level):
|Denise Taylor, sponsor||c d|
|Adam Tuttle, project manager||c d|
|Paul Kizhé, functional manager for procurement||c||d|
|Bunny Harvey, representative from the service desk||c||d|
|Pat Zu, representative from the service desk||c||d|
The stakeholders can be identified by name or role. Key individuals should probably be listed individually. Less critical or large groups, like potential customers, may be listed as a group. Use the stakeholder register to identify who should be listed, and use the results to update the register.