Section 02 · Initiation & Scope

Stakeholder Identification

A stakeholder is anyone who can affect or be affected by the project — its decisions, activities, or outcomes. Identifying stakeholders early and thoroughly is one of the most critical activities in project initiation. Missing a key stakeholder can lead to late-stage surprises, resistance, and project failure.

Who Are Stakeholders?

Stakeholders are not just the people paying for the project. They include a much wider circle:

Internal Stakeholders Project sponsor, project team, department heads, executives, employees affected by the change, PMO
External Stakeholders Customers, end users, vendors, suppliers, regulators, government agencies, partners
Positive Stakeholders Those who benefit from the project's success — sponsors, users, team members gaining new skills
Negative Stakeholders Those who may be adversely affected — employees displaced by automation, competitors, resistant departments

How to Identify Stakeholders

1. Start with the Obvious

Begin with stakeholders explicitly named in the project charter: the sponsor, project manager, and any specifically mentioned departments or clients. Then expand outward.

2. Ask the "Who" Questions

3. Use Organizational Charts

Walk the org chart systematically. For each department, ask: does this project touch their work, data, processes, or people? If yes, someone from that department is a stakeholder.

4. Check External Boundaries

Don't forget people outside the organization: regulatory bodies, vendors, customers, partner organizations, and community groups that may be affected.

5. Ask Existing Stakeholders

"Who else should be involved?" — this simple question, asked to each identified stakeholder, often uncovers people you'd otherwise miss. It's a snowball technique that expands your stakeholder map organically.

The Power/Interest Grid

Once identified, stakeholders need to be classified to determine the right engagement strategy. The Power/Interest Grid (also called Mendelow's Matrix) is the most widely used tool:

Low Interest
High Interest
High Power
Keep Satisfied Powerful but not deeply interested. Keep them informed to avoid surprises. Don't overwhelm with details.
Manage Closely Your most critical stakeholders. Engage actively — regular meetings, early input on decisions, proactive communication.
Low Power
Monitor Low power, low interest. Keep an eye on them but don't over-invest in engagement. Status updates suffice.
Keep Informed Interested but not powerful. Keep them updated — they can be advocates or early-warning systems for issues.

The Stakeholder Register

Document your findings in a stakeholder register — a living document that tracks all identified stakeholders and their attributes:

Field What to Capture
Name & Role Who they are and their position in the organization
Department / Org Where they sit — internal department or external organization
Interest What they care about — cost, schedule, quality, specific features?
Power / Influence Their ability to affect the project — decision authority, budget control, political influence
Attitude Supportive, neutral, or resistant? This shapes your engagement strategy
Engagement Strategy How you'll engage them — frequency, channel, level of detail
Communication Needs Preferred communication method — email, meetings, dashboards, reports

Common Pitfalls

Stakeholder identification feeds directly into your communication plan, risk register, and change management strategy. The Power/Interest Grid is your starting point — but the real work is building relationships over time. A stakeholder who feels heard and respected is far more likely to support the project when tough decisions arise.