Stakeholder Engagement Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Stakeholder Engagement Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Stakeholder Engagement related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Stakeholder Engagement specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Stakeholder Engagement Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Stakeholder Engagement improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. Does your organization have the appropriate mechanisms in place to understand the potential adverse human rights impacts on affected stakeholders and how to respond appropriately?

  2. What is the process to ensure communications are aligned with your organizations purpose and the messaging is consistent across financial and other organization reporting?

  3. Is your organization transparently tracking the performance against milestone goals, as well as long term goals, so stakeholders and others can monitor progress?

  4. Is the audit plan flexible and able to shift according to changes in the internal or external business environment or is it too dependent on a fixed cycle?

  5. Are there any skills or abilities identified during the board evaluation process that should be prioritized for more intensive board education programs?

  6. What esg commitments has your organization made publicly, what is the strategy to achieve the commitments, and how is management monitoring performance?

  7. What is the level of experience among identified stakeholder groups in participating and providing input into organization activities?

  8. How does your organization monitor what competitors are doing, what the rating departments are reporting, and other benchmarking data?

  9. Has management engaged with investors and other key stakeholder groups about ESG to inform your organizations materiality analysis?

  10. Is your risk management framework truly effective at identifying and escalating significant risks across all of your territories?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Stakeholder Engagement book in PDF containing 995 requirements, which criteria correspond to the criteria in...

Your Stakeholder Engagement self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Stakeholder Engagement Self-Assessment and Scorecard you will develop a clear picture of which Stakeholder Engagement areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Stakeholder Engagement Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Stakeholder Engagement projects with the 62 implementation resources:

  • 62 step-by-step Stakeholder Engagement Project Management Form Templates covering over 1500 Stakeholder Engagement project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Was the award criterion only the most economical advantageous tender?

  2. Activity Duration Estimates: What are the three main outputs of quality control?

  3. Stakeholder Management Plan: What is the primary function of the Activity Decomposition Decision Tree?

  4. Initiating Process Group: Although the Stakeholder Engagement project manager does not directly manage procurement and contracting activities, who does manage procurement and contracting activities in your organization then if not the PM?

  5. Team Member Performance Assessment: To what degree do team members feel that the purpose of the team is important, if not exciting?

  6. Human Resource Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Stakeholder Engagement project?

  7. Planning Process Group: What input will you be required to provide the Stakeholder Engagement project team?

  8. Probability and Impact Assessment: Who will be in command to monitor and control the performance of the consortium members (consortium leader/client)?

  9. Team Member Performance Assessment: To what degree do the goals specify concrete team work products?

  10. Procurement Management Plan: What is the last item a Stakeholder Engagement project manager must do to finalize Stakeholder Engagement project close-out?

 
Step-by-step and complete Stakeholder Engagement Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Stakeholder Engagement project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Stakeholder Engagement project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Stakeholder Engagement project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Stakeholder Engagement project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Stakeholder Engagement project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Stakeholder Engagement project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Stakeholder Engagement project with this in-depth Stakeholder Engagement Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Stakeholder Engagement projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Stakeholder Engagement and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Stakeholder Engagement investments work better.

This Stakeholder Engagement All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.