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免费的利益相关者映射模板

Organize and manage stakeholder information to ensure project success.

使用利益相关者映射模板,轻松可视化和管理利益相关者关系。

了解和管理利益相关者关系对于有效的项目规划项目管理至关重要。利益相关者映射模板提供了一个结构化框架,用于识别、分析和吸引利益相关者。通过明确定义利益相关者的角色、兴趣和影响力,团队可以制定有效的沟通计划并降低潜在风险,从而实现有效、成功的项目协作

此通用模板可根据不同的项目类型和公司结构进行定制。它可以识别利益相关者,评估他们的兴趣水平和影响力,并制定参与策略。利用模板,团队可以通过战略规划简化利益相关者管理流程,并改善整体项目成果。

在 Confluence 白板中免费创建利益相关者地图


什么是利益相关者映射模板?

利益相关者映射模板是一种可视化工具,用于识别、分析项目或计划中涉及的利益相关者,并对其进行优先级排序。它是了解不同利益相关者之间的关系、影响程度及其对项目的兴趣的框架。

利益相关者地图可以为团队提供有关可能影响项目成功的个人和群组的宝贵洞察信息。这些知识有助于有效地沟通、参与和管理利益相关者的期望。利益相关者映射有助于建立稳固的关系,提高项目成功的可能性。


What is the purpose of a stakeholder analysis?

Stakeholder analysis aims to ensure project success by systematically identifying and managing relationships with key stakeholders. By following stakeholder theory, teams can better understand the complex network of relationships and interests that influence project outcomes. 

A thorough stakeholder assessment template helps teams prioritize resources, manage expectations, and develop targeted communication strategies.


What should a stakeholder analysis look like?

A stakeholder analysis needs to be organized in a clear, actionable format that teams can easily reference and update. Here are the essential components:

  • Stakeholder lists: Record comprehensive details of all individuals and groups involved in your project, including their names, roles, organizations, and contact information. This primary list serves as your central reference for all stakeholder interactions.
  • Categorization by influence and interest: Map stakeholders on a grid showing their influence over the project against their interest in its outcomes. This helps identify which stakeholders need the most attention and what type of engagement they require.
  • Communication plan: Document how you'll keep each stakeholder informed and engaged, including the frequency of communication, preferred channels, and key messages tailored to their needs and interests.
  • Stakeholder needs assessment: Track what each stakeholder expects from the project, their potential concerns, and how the project impacts their objectives or operations.
  • Influence impact matrix: Record each stakeholder's ability to impact project success, including their decision-making power, resource control, and ability to influence other stakeholders.

Types of stakeholder analysis templates

Different projects and businesses require varying approaches to stakeholder analysis. Here are the main types of templates you can use based on your project's complexity:

  • Matrix-based templates: Create a grid-style analysis that plots stakeholders based on their power, interest, influence, and impact. These templates work best for complex projects with multiple stakeholder groups and varying levels of involvement.
  • List-based templates: Organize stakeholders in a detailed spreadsheet that tracks key information like contact details, roles, requirements, and engagement status. This straightforward approach suits smaller projects or when detailed tracking is essential.
  • Visual diagram templates: Map stakeholders using flowcharts, mind maps, or network diagrams to show relationships and connections between different groups. Confluence whiteboards can be used to illustrate complex stakeholder ecosystems and interdependencies.

使用利益相关者映射模板的好处

促进沟通

利益相关者映射模板可明确参与项目的每个利益相关者的角色、兴趣和影响力。该模板通过提供对每个相关人员及其期望的清晰概述,促进有效沟通和团队协作。这有助于防止误解,确保所有人都保持一致,并促进信息交流。

加强决策

利益相关者分析模板通过确定主要利益相关者及其影响程度来支持做出明智的决策。了解不同利益相关者的观点和优先事项有助于确定行动的优先次序、有效分配资源和降低潜在风险。这种以数据为导向的方法提高了项目取得成功的可能性。

识别潜在风险

利益相关者映射模板有助于识别可能对项目构成潜在风险的利益相关者。通过了解他们的兴趣和影响力,项目团队可以积极主动地解决他们所关心的问题,并制定策略来降低潜在风险。这有助于确保项目成功并将负面影响降至最低。

提高利益相关者的参与度

本模板通过明确概述利益相关者的需求和期望,促进有效的参与策略。了解每个利益相关者群体的具体兴趣和关注点,可以进行有针对性的沟通和参与,从而加强关系、增加信任,提高项目成功的可能性。


如何使用利益相关者映射模板

确定利益相关者

列出与项目相关的所有利益相关者。包括直接或间接参与项目或受项目影响的个人、群组、公司和机构。同时考虑内部和外部利益相关者。

对利益相关者进行分类

确定利益相关者后,根据他们对项目的兴趣水平和影响程度对其进行分类。这通常包括创建四个类别:

  • 高影响力/高兴趣的利益相关者在项目中拥有重要权力并积极参与。
  • 高影响力/低兴趣的利益相关者在项目中拥有重要权力,但对项目的兴趣有限。
  • 低影响力/高兴趣的利益相关者对项目表现出浓厚的兴趣,但影响结果的权力有限。
  • 低影响力/低兴趣的利益相关者对项目的兴趣和影响力都极小。

Categorizing helps project teams prioritize engagement efforts and allocate resources effectively.

Assess stakeholder impact

Understanding the potential impact each stakeholder can have on the project and how the project will impact them is crucial for effective stakeholder management. Evaluating stakeholder impact helps project teams identify potential risks, opportunities, and dependencies, which helps develop strategies to address stakeholder concerns and maximize support for the project.

Develop engagement strategies

Create tailored engagement strategies for each stakeholder group. These strategies should outline the specific communication methods, frequency of interactions, and level of involvement for each group. For example, high-influence/high-interest stakeholders may require frequent face-to-face meetings and regular updates, while low-influence/low-interest stakeholders might only need periodic notifications.

Monitor and update

Regularly reviewing and updating the stakeholder map template helps maintain its accuracy and effectiveness. Changes in project scope, company structure, or individual roles may impact stakeholder interests and influence. Up-to-date project teams can ensure engagement strategies align with evolving stakeholder needs and expectations. This process happens throughout the project life cycle and fosters strong relationships, contributing to project success.

Step 6. Create a communication plan

Develop targeted communication strategies for each stakeholder group. Include preferred communication methods (such as emails, meetings, or reports) and the frequency of updates to maintain transparency and trust.

Step 7. Continuously monitor and adapt

Regularly review and revise the analysis to reflect changes in stakeholder relationships and project dynamics. Keeping your strategy flexible ensures alignment with evolving project requirements.


Unlock project success with a stakeholder mapping template in Confluence

Confluence offers a powerful platform to streamline the stakeholder management process. Its user-friendly interface and collaborative features make it easy for teams to work together on developing and maintaining a comprehensive stakeholder map.

Confluence whiteboards are a valuable tool for visually representing stakeholder relationships. Teams can create clear and dynamic stakeholder maps using whiteboards and features such as shapes, lines, and color coding. This visual representation enhances communication, simplifies stakeholder categorization, and facilitates ongoing updates to the map as the project progresses.

Create a stakeholder map for free with Confluence whiteboards.