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dr. Michael d. Watkins, Your Next Move

Stakeholder checkliSt tool

To succeed in achieving your goals, you have to build a critical mass of
support for your initiatives. Powerful individuals and groups must see it in
their interest to help you realize your objectives. So you ignore the politics
of organizations at your peril. Political networks – informal bonds of solidarity among
individuals and groups – can marshal the power either to resist change or get things done.


Define Your Influence Objectives
The starting point for getting stakeholders on board is to define, as precisely as
possible, the specific objectives you want to achieve. Goal clarity is important,
because it is difficult to focus on identifying whose support you will need if your goals
are unclear. Once you have defined your goals, you can identify key players, map
influence networks, figure out who is likely to support and oppose you, and craft your
influence strategy accordingly.
To illustrate this, begin by focusing on a specific objective you want to achieve or
initiative you want to advance that requires the support of people over whom you lack
direct authority. Summarize this influence goal, as specifically as possible, in the space
provided below.




                                                                                                                           1

                                    ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of
                                    Your Next Move only. To license this or other Genesis transition tools for corporate
                                    or client use, or to explore our transition acceleration programs and coaching
                                    processes contact Genesis Advisers at inquiries@genesisadvisers.com
Your Next Move Stakeholder checklist



Identify the Influential Actors
Now think about who will have influence – both positive and negative – on your
ability to achieve this goal. Focus first on the extent of direct influence they will have
on decision-making. You can summarize this information in the form of an influence
diagram. An example diagram is provided below. The concentric circles indicate the
extent of influence the various players have. The closer to the middle, the greater the
influence. The diagram below, for example, indicates that Peter has more influence
than Kathy. The position around a given circle doesn’t matter, it just provides space to
lay out all the key players. Only the distance from the center is important.


                                                           theresa

                                         tim
                       May

                                                   Sandy

                                           Goal
                                 Peter
               Jean



                                               kathy




Use this figure to identify the key players that will
have influence on whether you achieve your goal.                                             Goal
If you have direct influence on decision-making,
then you should include yourself on the diagram.




                                                                                                                           2

                                    ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of
                                    Your Next Move only. To license this or other Genesis transition tools for corporate
                                    or client use, or to explore our transition acceleration programs and coaching
                                    processes contact Genesis Advisers at inquiries@genesisadvisers.com
Your Next Move Stakeholder checklist




Map Influence Networks
The next step is to analyze influence networks – established patterns that characterize
who defers to whom on key decisions. Employees are embedded in networks of
influence and information-sharing. Faced with difficult choices, people often look
to respected-others for clues about “right thinking.” Your analysis should identify
opinion leaders who exert disproportionate influence on others. Convincing these
pivotal individuals of the need for change translates into broad acceptance, and
resistance on their part could galvanize broader opposition.
Influence networks can be summarized in the form of arrows on the influence
diagram. The direction of the arrow indicates the direction of influence. In the
example diagram below, for example, Theresa is shown as having influence over
Sandy and Tim. The width of the arrow indicates the magnitude of the influence.
Theresa has more influence on Tim than on Sandy.


                                                         theresa

                                       tim
                      May

                                                 Sandy

                                         Goal
                               Peter
               Jean



                                             kathy




Now return to the influence map you began to create above and add arrows indicating
the direction and magnitude of influence relations among the key players.




                                                                                                                          3

                                   ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of
                                   Your Next Move only. To license this or other Genesis transition tools for corporate
                                   or client use, or to explore our transition acceleration programs and coaching
                                   processes contact Genesis Advisers at inquiries@genesisadvisers.com
Your Next Move Stakeholder checklist




Identify Supporters, Opponents and “Convincibles”
Some people may support your agenda early on because it advances their interests.
Meanwhile, some important players may oppose your efforts whatever you do.
Because persuasion consumes valuable time and emotional energy that shouldn’t
be wasted on the irrevocably opposed, it is essential to assess early on who can be
persuaded and to direct your efforts accordingly.
Use the table below to summarize which key players you believe are likely to be
supportive, which are likely to be opposed, and which are potentially convincible.



           SuPPorterS                               oPPonentS                                 convincibleS




                                                                                                                          4

                                   ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of
                                   Your Next Move only. To license this or other Genesis transition tools for corporate
                                   or client use, or to explore our transition acceleration programs and coaching
                                   processes contact Genesis Advisers at inquiries@genesisadvisers.com
Your Next Move Stakeholder checklist




Analyze Interests
Finally you should focus on the convincibles. Try to zero in on their interests and
use your understanding of them to craft persuasive arguments. What might cause
them to resist change? Loss of a comfortable status quo? Loss of status or a sense
of competence? Threats to self-defining values? How might they come to see their
interests as being compatible with yours? How might you help them advance agendas
they care about? What motivational drives can you tap into?
For the change initiative you identified above, what are the major reasons why the
convincibles in your organization might decide to support or resist you? Use the table
below to summarize these insights.


              reaSonS for SuPPort                                         reaSonS for reSiStance




                                                                                                                          5

                                   ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of
                                   Your Next Move only. To license this or other Genesis transition tools for corporate
                                   or client use, or to explore our transition acceleration programs and coaching
                                   processes contact Genesis Advisers at inquiries@genesisadvisers.com

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Michael Watkins Stakeholder Checklist Tool

  • 1. dr. Michael d. Watkins, Your Next Move Stakeholder checkliSt tool To succeed in achieving your goals, you have to build a critical mass of support for your initiatives. Powerful individuals and groups must see it in their interest to help you realize your objectives. So you ignore the politics of organizations at your peril. Political networks – informal bonds of solidarity among individuals and groups – can marshal the power either to resist change or get things done. Define Your Influence Objectives The starting point for getting stakeholders on board is to define, as precisely as possible, the specific objectives you want to achieve. Goal clarity is important, because it is difficult to focus on identifying whose support you will need if your goals are unclear. Once you have defined your goals, you can identify key players, map influence networks, figure out who is likely to support and oppose you, and craft your influence strategy accordingly. To illustrate this, begin by focusing on a specific objective you want to achieve or initiative you want to advance that requires the support of people over whom you lack direct authority. Summarize this influence goal, as specifically as possible, in the space provided below. 1 ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of Your Next Move only. To license this or other Genesis transition tools for corporate or client use, or to explore our transition acceleration programs and coaching processes contact Genesis Advisers at inquiries@genesisadvisers.com
  • 2. Your Next Move Stakeholder checklist Identify the Influential Actors Now think about who will have influence – both positive and negative – on your ability to achieve this goal. Focus first on the extent of direct influence they will have on decision-making. You can summarize this information in the form of an influence diagram. An example diagram is provided below. The concentric circles indicate the extent of influence the various players have. The closer to the middle, the greater the influence. The diagram below, for example, indicates that Peter has more influence than Kathy. The position around a given circle doesn’t matter, it just provides space to lay out all the key players. Only the distance from the center is important. theresa tim May Sandy Goal Peter Jean kathy Use this figure to identify the key players that will have influence on whether you achieve your goal. Goal If you have direct influence on decision-making, then you should include yourself on the diagram. 2 ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of Your Next Move only. To license this or other Genesis transition tools for corporate or client use, or to explore our transition acceleration programs and coaching processes contact Genesis Advisers at inquiries@genesisadvisers.com
  • 3. Your Next Move Stakeholder checklist Map Influence Networks The next step is to analyze influence networks – established patterns that characterize who defers to whom on key decisions. Employees are embedded in networks of influence and information-sharing. Faced with difficult choices, people often look to respected-others for clues about “right thinking.” Your analysis should identify opinion leaders who exert disproportionate influence on others. Convincing these pivotal individuals of the need for change translates into broad acceptance, and resistance on their part could galvanize broader opposition. Influence networks can be summarized in the form of arrows on the influence diagram. The direction of the arrow indicates the direction of influence. In the example diagram below, for example, Theresa is shown as having influence over Sandy and Tim. The width of the arrow indicates the magnitude of the influence. Theresa has more influence on Tim than on Sandy. theresa tim May Sandy Goal Peter Jean kathy Now return to the influence map you began to create above and add arrows indicating the direction and magnitude of influence relations among the key players. 3 ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of Your Next Move only. To license this or other Genesis transition tools for corporate or client use, or to explore our transition acceleration programs and coaching processes contact Genesis Advisers at inquiries@genesisadvisers.com
  • 4. Your Next Move Stakeholder checklist Identify Supporters, Opponents and “Convincibles” Some people may support your agenda early on because it advances their interests. Meanwhile, some important players may oppose your efforts whatever you do. Because persuasion consumes valuable time and emotional energy that shouldn’t be wasted on the irrevocably opposed, it is essential to assess early on who can be persuaded and to direct your efforts accordingly. Use the table below to summarize which key players you believe are likely to be supportive, which are likely to be opposed, and which are potentially convincible. SuPPorterS oPPonentS convincibleS 4 ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of Your Next Move only. To license this or other Genesis transition tools for corporate or client use, or to explore our transition acceleration programs and coaching processes contact Genesis Advisers at inquiries@genesisadvisers.com
  • 5. Your Next Move Stakeholder checklist Analyze Interests Finally you should focus on the convincibles. Try to zero in on their interests and use your understanding of them to craft persuasive arguments. What might cause them to resist change? Loss of a comfortable status quo? Loss of status or a sense of competence? Threats to self-defining values? How might they come to see their interests as being compatible with yours? How might you help them advance agendas they care about? What motivational drives can you tap into? For the change initiative you identified above, what are the major reasons why the convincibles in your organization might decide to support or resist you? Use the table below to summarize these insights. reaSonS for SuPPort reaSonS for reSiStance 5 ©2009 Genesis Advisers www.genesisadvisers.com. For use by individual readers of Your Next Move only. To license this or other Genesis transition tools for corporate or client use, or to explore our transition acceleration programs and coaching processes contact Genesis Advisers at inquiries@genesisadvisers.com