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Stakeholder Worksheet for [Program Name]
Portfolio and Process Management Office
Release 1| Page 1 of 3

Stakeholder Worksheet
Prepared by: [Program Manager]
Do NOT distribute after completed
This table contains sample information to help start the process. It is not complete. Please do not limit your stakeholders to the items in this table.
Name and Role

Main Goal of Communication

Communication
Preferences (how often,
method, and detail)

Overrun Tolerances

Notes

Examples: project sponsor,
team member, end user,
support, program sponsor,
project managers,

Examples: encourage
collaboration | action on specific
risks or issues | provide money
or time or resources | prioritize
project | provide public
support/sponsorship | improve
team morale | recognize team
performance | influence attitude
| manage expectations | ensure
future timely responses

How often examples: daily
| weekly | major
milestones | exceptions
only as they occur | on
demand

Describe their tolerances
for a budget or schedule
overrun. Which would they
prefer? What are
acceptable reasons for such
an overrun.

Other notes (not all need to be documented, but
they should be thought about): special interests,
impacts on their group, higher priority initiatives,
how will they measure success, what is their
attitude, do they have a big influence over other
stakeholders, how have they affected other
projects, who do they influence and who
influences them, perceived benefits if program
succeeds, perceived benefits if program fail.

Method examples: in
person | sharepoint | email
| report | informal
conversations |
presentations |
conferences | special
events | newspaper articles
| newsletters | web sites |
web casts | through
executive sponsor only
Detail examples: all tasks
and details | milestones
and issues | issues only |
general progress against
schedule| general
information about program
Stakeholder Worksheet for [Program Name]
Portfolio and Process Management Office
Release 1| Page 2 of 3
Name and Role

Campus IT Groups
ITPC subcommittee
members
Other folks using program
resources
Owners of any systems
that interface with or can
be affected by this
program
Potential clients including
current clients of other
ongoing work
Specific Clients
Specific Functional
Representatives
Specific team members
Support team
Vendors
Students
Campus Business

Main Goal of Communication

Communication
Preferences (how often,
method, and detail)

Overrun Tolerances

Notes
Stakeholder Worksheet for [Program Name]
Portfolio and Process Management Office
Release 1| Page 3 of 3
Name and Role

Managers
Faculty
Principle Investigators
Granting agencies
Community members

Main Goal of Communication

Communication
Preferences (how often,
method, and detail)

Overrun Tolerances

Notes

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Program stakeholderworksheet

  • 1. Stakeholder Worksheet for [Program Name] Portfolio and Process Management Office Release 1| Page 1 of 3 Stakeholder Worksheet Prepared by: [Program Manager] Do NOT distribute after completed This table contains sample information to help start the process. It is not complete. Please do not limit your stakeholders to the items in this table. Name and Role Main Goal of Communication Communication Preferences (how often, method, and detail) Overrun Tolerances Notes Examples: project sponsor, team member, end user, support, program sponsor, project managers, Examples: encourage collaboration | action on specific risks or issues | provide money or time or resources | prioritize project | provide public support/sponsorship | improve team morale | recognize team performance | influence attitude | manage expectations | ensure future timely responses How often examples: daily | weekly | major milestones | exceptions only as they occur | on demand Describe their tolerances for a budget or schedule overrun. Which would they prefer? What are acceptable reasons for such an overrun. Other notes (not all need to be documented, but they should be thought about): special interests, impacts on their group, higher priority initiatives, how will they measure success, what is their attitude, do they have a big influence over other stakeholders, how have they affected other projects, who do they influence and who influences them, perceived benefits if program succeeds, perceived benefits if program fail. Method examples: in person | sharepoint | email | report | informal conversations | presentations | conferences | special events | newspaper articles | newsletters | web sites | web casts | through executive sponsor only Detail examples: all tasks and details | milestones and issues | issues only | general progress against schedule| general information about program
  • 2. Stakeholder Worksheet for [Program Name] Portfolio and Process Management Office Release 1| Page 2 of 3 Name and Role Campus IT Groups ITPC subcommittee members Other folks using program resources Owners of any systems that interface with or can be affected by this program Potential clients including current clients of other ongoing work Specific Clients Specific Functional Representatives Specific team members Support team Vendors Students Campus Business Main Goal of Communication Communication Preferences (how often, method, and detail) Overrun Tolerances Notes
  • 3. Stakeholder Worksheet for [Program Name] Portfolio and Process Management Office Release 1| Page 3 of 3 Name and Role Managers Faculty Principle Investigators Granting agencies Community members Main Goal of Communication Communication Preferences (how often, method, and detail) Overrun Tolerances Notes