6th Edition PMBOK® Guide–Process 13.3 Manage Stakeholder Engagement: Tools and Techniques


This post covers the tools and techniques you use to manage stakeholder engagement.   Remember that in the Stakeholder Engagement plan, you create a stakeholder engagement assessment matrix which shows the current level of level of engagement of each stakeholder and the desired level of engagement.   The purpose of this process is to perform actions which move the current level of engagement towards the desired level.

13.3.1  Manage Stakeholder Engagement:   Tools and Techniques

13.3.2.1  Expert Judgment

You should consider expertise from individuals with specialized knowledge about:

  • Politics and power structures in the organization and outside the organization
  • Analytical and assessment techniques to be used for stakeholder engagement processes (especially the stakeholder engagement assessment matrix)
  • Communications means and strategies
  • Knowledge from previous projects regarding individual stakeholders and stakeholder groups that were involved in previous similar projects
  • Requirements management, vendor management, and change management.

13.3.2.2  Communication Skills

The stakeholder engagement management plan should contain the communications that are planned between the project team and the stakeholders.   These forms of communication can include:

  • Conversations
  • Issue identification and discussion
  • Meetings
  • Progress reporting
  • Surveys

13.3.2.3   Interpersonal and Team Skills

The interpersonal and team skills that can be used for this process include

  • Conflict management
  • Cultural awareness
  • Negotiation
  • Observation/conversation
  • Political awareness

13.3.2.4  Ground Rules

The team charter should not only define the ground rules for expected behavior between project team members, but also for expected behavior when engaging stakeholders.

13.3.2.5  Meetings

Project team meetings are used to discuss issues or concerns regarding stakeholder engagement.   The types of meetings that are beneficial for this process include:

  • Project kick-off
  • Sprint planning
  • Decision making
  • Issue resolution
  • Lessons learned and retrospectives
  • Status updates

The next post will cover the outputs to this process.

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