Project & Document Description

Project & Document Description

Project Name: insert project Name

Project 1-sentence description: insert a quick description of the project
Project Manager: insert the name, title and business unit of the project manager
Change Manager: insert the name, title and business unit of the change manager
Project Sponsor: insert the name, title and business unit of the project sponsor
Objective of this document: Identify and manage effectively your key stakeholders
Document Owner: insert document owner's name
Last Document update: insert date (e.g. March 12 2021)
Detailed Stakeholder Matrix Status: on track
Name Description
Insert Stakeholder group name or a Describe the role of the stakeholder group or
person's name person, and where does she/he/it sit within
the company's organizational chart
John Doe John Doe is the Chief Financial Officer.
Part of his role is to decide how to
allocate budget between business units
and projects. He is also focusing on
increasing the profit margin of the
company. He reports directly to the
CEO.
Contact details
Describe how to contact this stakeholder group or
person: email, phone number, personal assistant,
person in charge of the stakeholder group, physical
location, etc.
The best way to contact him is by sending an
email to his personal assistant Jennifer Smith
(jennifer.smith@example.com). His office is
located in the Tower 2 of Manhattan.
Influence
Describe the extent to which this group or
person’s buy-in is needed to move forward
His influence is high. He will decide
whether or not to allocate further funds
based on the results of the project's first
milestone.
Impact Strategy
Describe the extent to which the project will Define your high-level strategy: "Maintain
impact this group/person Confidence", "Collaborate", "Keep Informed"
and "Monitor and Respond" (see document
"Stakeholder Analysis - High-level View" for
more details)
The impact of this project on John Doe is Based on our "Stakeholder Analysis
high. This project, if successful, could Process and Matrix", if "Influence" is
increase by 2 percentage points the high and "Impact" is high, then the main
profit margin of the company. It will also strategy should be to "Collaborate". That
significantly change the ways of working is to say, we must fully engage and
of John Doe's team. collaborate with the stakeholder, and
make the greatest efforts to satisfy the
stakeholder.
Expectations Level of involvement Person in Charge Plan of actions Overall status
Describe the stakeholder's expectations of the Describe how the stakeholder should be Name the person in charge for the relationship with this List your key actions and their respective deadline Select the overall status using the drop
project and the project's expectations of the involved (e.g. project steering committee, stakeholder group or person and status. Use a green font when done, an orange down menu
stakeholder project working group, interviews, etc.) font when on track and a red font when late
The stakeholder's expectations of the John Doe should be invited in our project Fabien will be accountable for the relationship 02/03/21: Conduct an interview to identify his
project is to increase by 2 percentage steering committee and be interviewed a with John Doe, and for implementing the plan of expectations: Done
points the profit margin of the company couple of times to better identify his actions 03/04/21: Invite him to all the steering
within 12 months. expectations and take advantage of his committees: On track
The project's expectations of the expertise. 03/06/21: Present our milestone deliverable:
stakeholder is to share his expertise in
terms of automation.
On track Done
Detailed Stakeholder Analysis Matrix
Project
Project description
Project Manager
Last document update
Document Owner
Name
Insert Stakeholder group name
or a person's name
John Doe (this is an
example. Keep it
somewhere in case you
need it down the line)
Insert project name
Insert a 1-sentence description of the project
Insert project manager name
February 9 2021
insert name
Description
Describe the role of the stakeholder
group or person, and where does
she/he/it sit within the company's
organizational chart
John Doe is the Chief Financial
Officer. Part of his role is to decide
how to allocate budget between
business units and projects. He is
also focusing on increasing the
profit margin of the company. He
reports directly to the CEO.
Contact details
Describe how to contact this stakeholder
group or person: email, phone number,
personal assistant, person in charge of the
stakeholder group, physical location, etc.
The best way to contact him is by
sending an email to his personal
assistant Jennifer Smith
(jennifer.smith@example.com. His office
is located in the Tower 2 of Manhattan.
Influence
Describe the extent to which this group Describe the extent to which the project Define your high-level strategy:
or person’s buy-in is needed to move
forward
His influence is high. He will decide
whether or not to allocate further
funds based on the results of the
project's first milestone.
Impact
will impact this group/person
The impact of this project on John
Doe is high. This project, if
successful, could increase by 2
percentage points the profit margin
of the company. It will also
significantly change the ways of
working of John Doe's team.
Strategy
"Maintain Confidence", "Collaborate",
"Keep Informed" and "Monitor and
Respond" (see document "Stakeholder
Analysis Process and Matrix" for more
details)
Based on our High-level
Stakeholder Matrix (see document
"High-Level Stakeholder Matrix" for
more details), if "Influence" is high
and "Impact" is high, then the main
strategy should be to "Collaborate".
Expectations
Describe the stakeholder's expectations Describe how the stakeholder should be Name the person in charge for the relationship
of the project and the project's
expectations of the stakeholder
The stakeholder's expectations of
the project is to increase by 2
percentage points the profit margin
of the company within 12 months.
The project's expectations of the
stakeholder is to share his
expertise in terms of automation.
Level of involvement Person in Charge Plan of actions Overall status
List your key actions and their respective Select the overall status using the
involved (e.g. project steering with this stakeholder group or person deadline and status. Use a green font when drop down menu
committee, project working group, done, an orange font when on track and a red
interviews, etc.) font when late
John Doe should be invited in our Fabien will be accountable for the 02/03/21: Conduct an interview to
project steering committee and be relationship with John Doe, and for identify his expectations: Done
interviewed a couple of times to implementing the plan of actions 03/04/21: Invite him to all the steering
better identify his expectations and committees: On track
take advantage of his expertise. 03/06/21: Present our milestone
deliverable On Track