- Click on + Create > Stakeholder
- Add the required field details;
- Type - Individual or Organisation
- First Name and Last Name
- Email and Mobile Number
- Organisation and Position
- Contact Group
- Click on Save & Exit. The record has been saved.
- Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.
- First, enter the stakeholder mapping values;
- Interest - The level of interest this stakeholder has with the project (Think of “interest” in more of a legal sense of a right to be involved or consulted).
- Influence - The level of influence on a project, depending on their ability to impact the process and outcomes.
- Impact - The level of impact the project will have on this stakeholder
- Effort - How much effort would be needed to improve the relationship with the stakeholder
- Position - The position of the stakeholder towards the project
- Criticality - How critical is this stakeholder to the success of the project
- In the Summary tab:
- Timeline - Link any interactions or tasks
- Tagging - Assign the Tag/s connected to this stakeholder
- Relationships - Link the relevant Organisations or Individuals and define the relationship they have
- In the Details tab:
- Additional Contact Details such as address, phone number, email or social media.
- Assign a Contact Group
- Additional information or an alert in Notes
- Assign a Relationship Manager
- Upload any Files
