| Stakeholder Group | Role in Project | Influence Level (High/Medium/Low) | Stance (Supporter/Neutral/Resistant) |
|---|---|---|---|
| Executive Sponsor | Project champion, secures resources | High | Supporter |
| Sales Leaders | Key users, drive adoption | High | Neutral |
| IT Department | Implements and supports system | Medium | Supporter |
| Marketing Team | Integrates with marketing automation | Medium | Neutral |
| Customer Service | Uses system for support interactions | Medium | Resistant |
| Finance Department | Tracks costs, ROI | Low | Neutral |
| Stakeholder Group | Key Interests | Main Concerns | Communication Needs |
|---|---|---|---|
| Executive Sponsor | - Realizing business benefits - Demonstrating ROI - Minimizing disruption |
- Cost overruns - Adoption challenges - Integration issues |
- Regular status updates - Escalation of major risks/issues |
| Sales Leaders | - Improving sales productivity - Enhancing customer insights - Ease of use |
- Disruption to selling activities - Data migration - Training requirements |
- Benefits-focused messaging - Hands-on system demos - Input on design decisions |
| IT Department | - Successful implementation - System performance - Data security |
- Technical challenges - Integration with legacy systems - Ongoing support needs |
- Detailed project plans - Regular technical discussions - Clear support processes |
| Marketing Team | - Integration with marketing tools - Data quality - Reporting capabilities |
- Potential data silos - Learning curve for new system - Access to sales data |
- Overview of integration points - Training on relevant features - Collaborative planning sessions |
| Customer Service | - Access to customer history - Ticketing integration - Knowledgebase capabilities |
- Change management - Handling complex cases - Performance impacts |
- Tailored training program - Input on support workflows - Pilot testing opportunities |
| Finance Department | - Tracking system costs - Measuring ROI - Accurate revenue reporting |
- Unplanned expenses - Revenue recognition issues - Data integrity |
- Regular cost/budget updates - Involvement in ROI discussions - Validation of financial data |
| Stakeholder Group | Engagement Approach | Frequency | Owner |
|---|---|---|---|
| Executive Sponsor | - Monthly steering committee meetings - Ad-hoc updates on major milestones/issues |
Monthly | Project Manager |
| Sales Leaders | - Weekly project update emails - Bi-weekly input sessions - Hands-on system training |
Weekly | Change Manager |
| IT Department | - Daily stand-up meetings - Weekly technical design sessions - Collaborative issue resolution |
Daily | Technical Lead |
| Marketing Team | - Bi-weekly sync meetings - Monthly newsletter updates - Focused training sessions |
Bi-weekly | Marketing Liaison |
| Customer Service | - Bi-weekly team meetings - Workflow design workshops - Comprehensive training program |
Bi-weekly | Service Manager |
| Finance Department | - Monthly cost/budget reviews - Quarterly ROI analysis - Data validation checkpoints |
Monthly | Finance Analyst |
Focus engagement efforts on high-influence stakeholders and those resistant to change first. Tailor communications and involve them closely in design, testing, and rollout to build buy-in and drive adoption.
