Project Management Case Analysis
Stakeholder Analysis and
Communication Planning
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Develop the Project
Management Plan
• Project planning is iterative
• Project planning is collaborative
• The basis for executing, monitoring, controlling and closing all
project work
Develop project management plan – “the process of defining,
preparing, and coordinating all subsidiary plans and integrating
them into a comprehensive project management plan.”
PMBOK® Guide
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Plan Stakeholder Management
• Use project initiation documentation
• Begin with an outline
Plan stakeholder management – “the process of developing
appropriate management strategies to effectively engage
stakeholders throughout the project life cycle, based on the
analysis of their needs, interests, and potential impact on project
success.” PMBOK® Guide
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Plan Communications Management
• Use project initiation documentation
• Begin with an outline
Plan communications management – “the process of
developing an appropriate approach and plan for project
communications based on stakeholders’ information needs and
requirements and available organizational assets.”
PMBOK® Guide
Communications management plan – “a component of the
project management plan that describes how, when, and
by whom information about the project will be administered and
distributed.” PMBOK® Guide
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The Project Management Plan
• Formally approved
• Updated/revised by formally approved changes
Planning
occurs on a
just-in-time
(JIT) basis
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Determinants of Project Success
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Identify Stakeholders
• Multiple users with different requirements
• May not know what they want
• May not be the actual user
• Unreasonable requests
• Stakeholders other than the users
Find Stakeholders
Analyze stakeholders
Document stakeholders
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PMs Stakeholder Responsibility
• Understand the stakeholders
• Build relationships with stakeholders
• Develop a communications plan for dealing with
stakeholders
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Find Stakeholders
• Who will use or be affected by the result of a project?
– Work on the project
– Provide people or resources
– Have their routines disrupted
• Are stakeholders internal or external?
Identify stakeholders – “the process of identifying the people, groups, or
organizations who could impact or be impacted by a decision, activity, or
outcome of the project; and analyzing and documenting relevant information
regarding their interests, involvement, interdependencies, influence, and
potential impact on project success.” PMBOK® Guide
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Examples of Project Stakeholders
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Identifying Project Stakeholders
• Use classic rules of brainstorming
• List project processes and results stakeholders may be
interested in
• Combine stakeholder list into groups
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Analyze Stakeholders
• Prioritize stakeholders
Stakeholder analysis – “systematically gathering and analyzing
quantitative and qualitative information to determine whose
interests should be taken into account throughout the project.”
PMBOK® Guide
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Analyze Stakeholders
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Success Criteria for Various Stakeholders
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Results of Find and Analyze
Stakeholders
• Set clear direction
• Prioritize objectives
• Recognize complex tradeoffs and consequences
• Facilitate necessary decisions
• Develop a shared sense of risk
• Build a strong relationship with their customers
• Lead with an empowering style
• Serve as good stewards of resources
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Document Stakeholders
• Capitalize on stakeholder support
• Mitigate impact of stakeholder resistance
Stakeholder register – “a project document including the
identification, assessment, and classification of project
stakeholders.” PMBOK® Guide
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Alternative Breaks Project Stakeholder Matrix
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Build Relationships
• With core team members
• With all other stakeholders
• Mutual respect and trust promote
successful projects
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Relationship Building – Core Team
Share
learning
Share
enjoyment
Share
motives
Celebrate
success
Encourage
communication
Jointly establish
agendas
Use appropriate decision
making strategies
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Project Decision-Making Guide
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Relationship Building - Other
Stakeholders
• “What is in it for me?”
• Treat stakeholders as partners
• Use core team relationship building activities
• Foster respect and trust
Stakeholder management plan – “a subsidiary plan of
the project management plan that defines the processes,
procedures, tools, and techniques to effectively engage
stakeholders in project decisions and execution based on
the analysis of their needs, interests, and potential impact.”
PMBOK® Guide
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Stakeholder Engagement Assessment
Matrix
C = where each stakeholder is currently
D = where the team desires the stakeholder to be
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Plan Communications Management
• Purposes of a project communications
management plan
• Communications plan considerations
• Communications matrix
• Knowledge management
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Project Communications Plan Considerations
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Communications from Stakeholders
• To authorize work
• To determine requirements
• To uncover and resolve issues
• To receive feedback
Velocity, burn down charts, running tested
features, earned business value
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Communications Matrix
• Who to learn from?
• What to learn?
• Who to share with?
• What to know?
• When to know it?
• What communications method?
• Who is responsible?
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Knowledge Management
• Capture and reuse knowledge developed
• Create a lessons learned knowledge
base
• Facilitate a lessons learned session for
the project
Knowledge – “a conclusion drawn from information after it is
linked to other information and compared to what is already
known.” PMBOK® Guide
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Project Meeting Management
• Establish project plans
• Conduct the project activities
• Verify progress
• Make decisions
• Accept deliverables
• Close out projects
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Improving Project Meetings
• Apply the plan-do-check-act (PDCA) model
• Any process practiced repeatedly will improve
over time
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PDCA Model Applied to Project Meetings
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Project Meeting Agenda Template
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Project Meeting Minutes Template
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Issues Management
• Information captured in a project meeting:
– Decisions made
– New issues surfaced and old issues resolved
– Action items agreed to
– An evaluation of the meeting
Issue – “a point or matter in question or in dispute, or a point or
matter that is not settled and is under discussion or over which
there are opposing views or disagreements.” PMBOK® Guide
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The Issues Log
• Benefits
– Important issues are added to the log
– Ensures issues are not forgotten
Issues log – “a project document used to document and
monitor elements under discussion or in dispute between
project stakeholders.” PMBOK® Guide
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Project Issues Log
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Action Items and Evaluation
• Tasks to perform by a specific date
• Evaluation of good and poor points from the
meeting
• Capture evaluations using a Plus-Delta template
– Each person provides at least one good thing
( + )
– Each person provides one thing to overcome (
Δ )
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Project Meeting Plus-Delta Evaluation Template
This evaluation is called retrospectives
Kloppenborg, T.J., 2014. Contemporary Project Management: Organize, Plan, Perform, 3rd ed, South-Western Cengage Learning, Mason, Ohio
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