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Monitor Stakeholder Engagement
Monitor Stakeholder Engagement
Coincides with PMBOK 13.4
Process Group and Knowledge Area Mapping
Knowledge Areas Initiating Planning Process Group Executing Process Group Monitoring and Controlling Process Group Closing Process Group
4. Project Integration
Management
4.1 Develop Project Charter
4.2 Develop Project Management
Plan
4.3 Direct and Manage Project Work
4.4 Manage Project Knowledge
4.5 Monitor and Control Project Work
4.6 Perform Integrated Change Control
4.7 Close Project or Phase
5. Project Scope
Management
5.1 Plan Scope Management
5.2 Collect Requirements
5.3 Define Scope
5.4 Create WBS
5.5 Validate Scope
5.6 Control Scope
6. Project Schedule
Management
6.1 Plan Schedule Management
6.2 Define Activities
6.3 Sequence Activities
6.4 Estimate Activity Durations
6.5 Develop Schedule
6.6 Control Schedule
7. Project Cost Management
7.1 Plan Cost Management
7.2 Estimate Costs
7.3 Determine Budget
7.4 Control Costs
8. Project Quality
Management
8.1 Plan Quality Management 8.2 Manage Quality 8.3 Control Quality
9. Project Resource
Management
9.1 Plan Resource Management
9.2 Estimate Activity Resources
9.3 Acquire Resources
9.4 Develop Team
9.5 Manage Team
9.6 Control Resources
10. Project Communications
Management
10.1 Plan Communications
Management
10.2 Manage Communications 10.3 Monitor Communications
11. Project Risk
Management
11.1 Plan Risk Management
11.2 Identify Risks
11.3 Perform Qualitative Risk Analysis
11.4 Perform Quantitative Risk
Analysis
11.5 Plan Risk Responses
11.6 Implement Risk Responses 11.7 Monitor Risks
12. Project Procurement
Management
12.1 Plan Procurement Management 12.2 Conduct Procurements 12.3 Control Procurements
13. Project Stakeholder
Management
13.1 Identify Stakeholders 13.2 Plan Stakeholder Engagement
13.3 Manage Stakeholder
Engagement
13.4 Monitor Stakeholder Engagement
Monitor Stakeholder Engagement
Coincides with PMBOK 13.4
What is it?
Monitor Stakeholder Engagement is the process of monitoring project
stakeholder relationships and tailoring strategies for engaging
stakeholders through modification of engagement strategies and
plans.
Why?
The key benefit of this process is that it maintains or increases the
efficiency and effectiveness of stakeholder engagement activities as
the project evolves and its environment changes.
Monitor Stakeholder Engagement
Coincides with PMBOK 13.4
Inputs, Tools & Techniques, Outputs
Inputs Tools & Techniques Outputs
1. Project management plan
• Resource management plan
• Communications
management plan
• Stakeholder engagement
plan
2. Project documents
• Issue log
• Lessons learned register
• Project communications
• Risk register
• Stakeholder register
3. Work performance data
4. Enterprise environmental factors
5. Organizational process assets
1. Data analysis
• Alternatives analysis
• Root cause analysis
• Stakeholder analysis
2. Decision making
• Multi-criteria decision analysis
• Voting
3. Data representation
• Stakeholder engagement assessment matrix
4. Communication skills
• Feedback
• Presentations
5. Interpersonal and team skills
• Active listening
• Cultural awareness
• Leadership
• Networking
• Political awareness
6. Meetings
1. Work performance information
2. Change requests
3. Project management plan updates
• Resource management plan
• Communications management
plan
• Stakeholder engagement
• plan
4. Project documents updates
• Issue log
• Lessons learned register
• Risk register
• Stakeholder register
Plan Stakeholder Engagement
Coincides with PMBOK 13.4
13.3
Manage
Stakeholder
Engagement
Project
Management
Plan
Enterprise /
Organization
• Communications management
plan
• Stakeholder engagement plan
• Enterprise environmental factors
• Organizational process assets
Project Documents
• Communications management plan
• Risk management plan
• Stakeholder engagement plan
• Change management plan
• Change log
• Issue log
• Lessons learned register
• Stakeholder register
Project
Management
Plan
Project
Documents
• Change log
• Issue log
• Lessons learned register
• Stakeholder register
4.6
Perform
Integrated
Change Control
4.3
Direct and
Manage Project
Work
• Work performance data
4.5
Monitor and
Control Project
Work
• Change requests
• Work performance information
Monitor Stakeholder Engagement - Inputs
Coincides with PMBOK 13.4
Project Management Plan
Project management plan components include:
1. Resource management plan
2. Communications management plan
3. Stakeholder engagement plan
Monitor Stakeholder Engagement - Inputs
Coincides with PMBOK 13.4
Project Documents
Project documents that can be considered as inputs for this
process include:
1. Issue log
2. Lessons learned register
3. Project communications
4. Risk register
5. Stakeholder register
Monitor Stakeholder Engagement - Inputs
Coincides with PMBOK 13.4
Work Performance Data
Work performance data contains data on project status such as which
stakeholders are supportive of the project, and their level and type of
engagement.
Enterprise Environmental Factors
The enterprise environmental factors that can influence Monitor
Stakeholder Engagement include:
• Organizational culture, political climate, and governance
structure of the organization
• Personnel administration policies
• Stakeholder risk thresholds
• Established communication channels
• Global, regional, or local trends, practices, or habits
• Geographic distribution of facilities and resources
Monitor Stakeholder Engagement - Inputs
Coincides with PMBOK 13.4
Organisational Process Assets
The organizational process assets that can influence Monitor
Stakeholder Engagement include:
• Corporate policies and procedures for social media, ethics, and
security
• Corporate policies and procedures for issue, risk, change, and
data management
• Organizational communication requirements
• Standardized guidelines for development, exchange, storage,
and retrieval of information
• Historical information from previous similar projects
Monitor Stakeholder Engagement - Inputs
Coincides with PMBOK 13.4
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Meetings
Types of meetings include status meetings, stand-up meetings,
retrospectives, and any other meetings as agreed upon in the stakeholder
engagement plan to monitor and assess stakeholder engagement levels.
Meetings are no longer limited by face-to-face or voice-to-voice
interactions. While face-to-face interactions are ideal, they can be
expensive. Teleconferencing and technology bridge the gap and provide
numerous ways to connect and conduct a meeting.
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Data Analysis
Data analysis techniques that can be used for this process include but
are not limited to:
1. Alternatives analysis
2. Root cause analysis
3. Stakeholder analysis
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Decision Making
Decision-making techniques that can be used for this
process include but are not limited to:
1. Multi-criteria decision analysis
2. Voting
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Data Representation
A data representation technique used in this process includes but is
not limited to a stakeholder engagement assessment matrix.
The stakeholder engagement assessment matrix monitors
stakeholder engagement through tracking changes in level of
engagement for each stakeholder.
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Communication Skills
Communication techniques that can be used for
this process include:
1. Feedback
2. Presentations
Monitor Stakeholder Engagement – Tools & Techniques
Coincides with PMBOK 13.4
Interpersonal and Team Skills
Interpersonal skills to that can be used for this process include:
1. Active listening
2. Cultural awareness
3. Leadership
4. Networking
5. Political awareness
Work performance information includes information about
the status of stakeholder engagement, such as the level of
current project support and compared to the desired levels
of engagement as defined in the stakeholder engagement
assessment matrix, stakeholder cube, or other tool.
Monitor Stakeholder Engagement – Outputs
Coincides with PMBOK 13.4
Work Performance Information
A change request may include corrective and preventive
actions to improve the current level of stakeholder
engagement.
Change requests are processed for review and disposition
through the Perform Integrated Change Control process
(4.6).
Monitor Stakeholder Engagement – Outputs
Coincides with PMBOK 13.4
Change Requests
Any change to the project management plan goes through the
organization’s change control process via a change request.
Components of the project management plan that may require
a change request include:
1. Resource management plan
2. Communications management plan
3. Stakeholder engagement plan
Monitor Stakeholder Engagement – Outputs
Coincides with PMBOK 13.4
Project Management Plan Updates
Project documents that may be updated as a result of carrying out
this process include but are not limited to:
• Issue log
• Lessons learned register
• Risk Register
• Stakeholder register
Monitor Stakeholder Engagement – Outputs
Coincides with PMBOK 13.4
Project Documents Updates

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13.4 Monitor Stakeholder Engagement

  • 2. Monitor Stakeholder Engagement Coincides with PMBOK 13.4 Process Group and Knowledge Area Mapping Knowledge Areas Initiating Planning Process Group Executing Process Group Monitoring and Controlling Process Group Closing Process Group 4. Project Integration Management 4.1 Develop Project Charter 4.2 Develop Project Management Plan 4.3 Direct and Manage Project Work 4.4 Manage Project Knowledge 4.5 Monitor and Control Project Work 4.6 Perform Integrated Change Control 4.7 Close Project or Phase 5. Project Scope Management 5.1 Plan Scope Management 5.2 Collect Requirements 5.3 Define Scope 5.4 Create WBS 5.5 Validate Scope 5.6 Control Scope 6. Project Schedule Management 6.1 Plan Schedule Management 6.2 Define Activities 6.3 Sequence Activities 6.4 Estimate Activity Durations 6.5 Develop Schedule 6.6 Control Schedule 7. Project Cost Management 7.1 Plan Cost Management 7.2 Estimate Costs 7.3 Determine Budget 7.4 Control Costs 8. Project Quality Management 8.1 Plan Quality Management 8.2 Manage Quality 8.3 Control Quality 9. Project Resource Management 9.1 Plan Resource Management 9.2 Estimate Activity Resources 9.3 Acquire Resources 9.4 Develop Team 9.5 Manage Team 9.6 Control Resources 10. Project Communications Management 10.1 Plan Communications Management 10.2 Manage Communications 10.3 Monitor Communications 11. Project Risk Management 11.1 Plan Risk Management 11.2 Identify Risks 11.3 Perform Qualitative Risk Analysis 11.4 Perform Quantitative Risk Analysis 11.5 Plan Risk Responses 11.6 Implement Risk Responses 11.7 Monitor Risks 12. Project Procurement Management 12.1 Plan Procurement Management 12.2 Conduct Procurements 12.3 Control Procurements 13. Project Stakeholder Management 13.1 Identify Stakeholders 13.2 Plan Stakeholder Engagement 13.3 Manage Stakeholder Engagement 13.4 Monitor Stakeholder Engagement
  • 3. Monitor Stakeholder Engagement Coincides with PMBOK 13.4 What is it? Monitor Stakeholder Engagement is the process of monitoring project stakeholder relationships and tailoring strategies for engaging stakeholders through modification of engagement strategies and plans. Why? The key benefit of this process is that it maintains or increases the efficiency and effectiveness of stakeholder engagement activities as the project evolves and its environment changes.
  • 4. Monitor Stakeholder Engagement Coincides with PMBOK 13.4 Inputs, Tools & Techniques, Outputs Inputs Tools & Techniques Outputs 1. Project management plan • Resource management plan • Communications management plan • Stakeholder engagement plan 2. Project documents • Issue log • Lessons learned register • Project communications • Risk register • Stakeholder register 3. Work performance data 4. Enterprise environmental factors 5. Organizational process assets 1. Data analysis • Alternatives analysis • Root cause analysis • Stakeholder analysis 2. Decision making • Multi-criteria decision analysis • Voting 3. Data representation • Stakeholder engagement assessment matrix 4. Communication skills • Feedback • Presentations 5. Interpersonal and team skills • Active listening • Cultural awareness • Leadership • Networking • Political awareness 6. Meetings 1. Work performance information 2. Change requests 3. Project management plan updates • Resource management plan • Communications management plan • Stakeholder engagement • plan 4. Project documents updates • Issue log • Lessons learned register • Risk register • Stakeholder register
  • 5. Plan Stakeholder Engagement Coincides with PMBOK 13.4 13.3 Manage Stakeholder Engagement Project Management Plan Enterprise / Organization • Communications management plan • Stakeholder engagement plan • Enterprise environmental factors • Organizational process assets Project Documents • Communications management plan • Risk management plan • Stakeholder engagement plan • Change management plan • Change log • Issue log • Lessons learned register • Stakeholder register Project Management Plan Project Documents • Change log • Issue log • Lessons learned register • Stakeholder register 4.6 Perform Integrated Change Control 4.3 Direct and Manage Project Work • Work performance data 4.5 Monitor and Control Project Work • Change requests • Work performance information
  • 6. Monitor Stakeholder Engagement - Inputs Coincides with PMBOK 13.4 Project Management Plan Project management plan components include: 1. Resource management plan 2. Communications management plan 3. Stakeholder engagement plan
  • 7. Monitor Stakeholder Engagement - Inputs Coincides with PMBOK 13.4 Project Documents Project documents that can be considered as inputs for this process include: 1. Issue log 2. Lessons learned register 3. Project communications 4. Risk register 5. Stakeholder register
  • 8. Monitor Stakeholder Engagement - Inputs Coincides with PMBOK 13.4 Work Performance Data Work performance data contains data on project status such as which stakeholders are supportive of the project, and their level and type of engagement.
  • 9. Enterprise Environmental Factors The enterprise environmental factors that can influence Monitor Stakeholder Engagement include: • Organizational culture, political climate, and governance structure of the organization • Personnel administration policies • Stakeholder risk thresholds • Established communication channels • Global, regional, or local trends, practices, or habits • Geographic distribution of facilities and resources Monitor Stakeholder Engagement - Inputs Coincides with PMBOK 13.4
  • 10. Organisational Process Assets The organizational process assets that can influence Monitor Stakeholder Engagement include: • Corporate policies and procedures for social media, ethics, and security • Corporate policies and procedures for issue, risk, change, and data management • Organizational communication requirements • Standardized guidelines for development, exchange, storage, and retrieval of information • Historical information from previous similar projects Monitor Stakeholder Engagement - Inputs Coincides with PMBOK 13.4
  • 11. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Meetings Types of meetings include status meetings, stand-up meetings, retrospectives, and any other meetings as agreed upon in the stakeholder engagement plan to monitor and assess stakeholder engagement levels. Meetings are no longer limited by face-to-face or voice-to-voice interactions. While face-to-face interactions are ideal, they can be expensive. Teleconferencing and technology bridge the gap and provide numerous ways to connect and conduct a meeting.
  • 12. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Data Analysis Data analysis techniques that can be used for this process include but are not limited to: 1. Alternatives analysis 2. Root cause analysis 3. Stakeholder analysis
  • 13. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Decision Making Decision-making techniques that can be used for this process include but are not limited to: 1. Multi-criteria decision analysis 2. Voting
  • 14. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Data Representation A data representation technique used in this process includes but is not limited to a stakeholder engagement assessment matrix. The stakeholder engagement assessment matrix monitors stakeholder engagement through tracking changes in level of engagement for each stakeholder.
  • 15. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Communication Skills Communication techniques that can be used for this process include: 1. Feedback 2. Presentations
  • 16. Monitor Stakeholder Engagement – Tools & Techniques Coincides with PMBOK 13.4 Interpersonal and Team Skills Interpersonal skills to that can be used for this process include: 1. Active listening 2. Cultural awareness 3. Leadership 4. Networking 5. Political awareness
  • 17. Work performance information includes information about the status of stakeholder engagement, such as the level of current project support and compared to the desired levels of engagement as defined in the stakeholder engagement assessment matrix, stakeholder cube, or other tool. Monitor Stakeholder Engagement – Outputs Coincides with PMBOK 13.4 Work Performance Information
  • 18. A change request may include corrective and preventive actions to improve the current level of stakeholder engagement. Change requests are processed for review and disposition through the Perform Integrated Change Control process (4.6). Monitor Stakeholder Engagement – Outputs Coincides with PMBOK 13.4 Change Requests
  • 19. Any change to the project management plan goes through the organization’s change control process via a change request. Components of the project management plan that may require a change request include: 1. Resource management plan 2. Communications management plan 3. Stakeholder engagement plan Monitor Stakeholder Engagement – Outputs Coincides with PMBOK 13.4 Project Management Plan Updates
  • 20. Project documents that may be updated as a result of carrying out this process include but are not limited to: • Issue log • Lessons learned register • Risk Register • Stakeholder register Monitor Stakeholder Engagement – Outputs Coincides with PMBOK 13.4 Project Documents Updates

Editor's Notes

  1. This process is performed throughout the project.
  2. The resource management plan identifies the methods for team member management. The communications management plan describes the plans and strategies for communication to the project’s stakeholders. Defines the plan for managing stakeholder needs and expectations.
  3. The issue log documents all the known issues related to the project and stakeholders. Lessons learned earlier in the project can be applied in later phases of the project to improve the efficiency and effectiveness of engaging stakeholders. These include the project communications that have been distributed to stakeholders as defined in the communications management plan and the stakeholder engagement plan. The risk register contains the identified risks for the project, including those related to stakeholder engagement and interactions, their categorization, and list of potential responses. The stakeholder register contains stakeholder information that includes but is not limited to stakeholder identification, assessment, and classification.
  4. .
  5. .
  6. .
  7. Alternatives analysis can be used to evaluate options to respond to variances in the desired results of stakeholder engagement. A root cause analysis can be used to determine the basic underlying reason that stakeholder engagement is not having the planned effect. The stakeholder analysis helps to determine the position of stakeholder groups and individuals at any particular time in the project.
  8. Criteria for successful stakeholder engagement are prioritized and weighted to identify the most appropriate choice. Voting can be used to select the best response for a variance in stakeholder engagement.
  9. .
  10. Feedback is used to ensure that the information to stakeholders is received and understood. Presentations provide clear information to stakeholders.
  11. Active listening is used to reduce misunderstandings and other miscommunication. Cultural awareness and cultural sensitivity help the project manager to plan communications based on the cultural differences and requirements of stakeholders and team members. Successful stakeholder engagement requires strong leadership skills to communicate the vision and inspire stakeholders to support the work and outcomes of the project. Networking ensures access to information about levels of engagement of stakeholders. Political awareness is used to understand the strategies of the organization, understand who wields power and influence in this arena, and to develop an ability to communicate with these stakeholders.
  12. .
  13. .
  14. Team responsibilities for stakeholder engagement activities may need to be updated. The project’s communication strategies may need to be updated. Information about the project’s stakeholder community may need to be updated.
  15. Information in the issue log indicates stakeholder attitudes and may need to be updated. The lessons learned register is updated with information on challenges and how they could have been avoided. It is also updated with approaches that worked well for engaging stakeholders optimally, and those that did not work well. The risk register may need to be updated with responses to stakeholder risks. The stakeholder register is updated with information as a result of monitoring stakeholder engagement.