A Stakeholder Engagement Assessment Matrix is a matrix that compares current and desired stakeholder engagement levels.
It is a diagnostic tool used to assess how engaged stakeholders are at a given time versus how engaged they need to be for project success. This gap analysis informs targeted strategies to increase, maintain, or reduce engagement appropriately.
Key Characteristics
- Comparison-Based – Identifies differences between current and target engagement states
- Qualitative – Uses descriptive levels (e.g., unaware, resistant, neutral, supportive, leading)
- Action-Oriented – Supports planning specific engagement activities
- Dynamic – Updated as stakeholder positions evolve over time
Example Scenarios
- Identifying a key stakeholder who is currently resistant but needs to be supportive
- Recognizing that a subject matter expert is unaware of the project and must become involved
- Tracking progress in shifting engagement over multiple reporting periods
Example Stakeholder Engagement Assessment Matrix
Sample Stakeholder Engagement Assessment Matrix
| Stakeholder | Current Engagement | Desired Engagement | Gap Identified? | Engagement Strategy |
|---|---|---|---|---|
| Project Sponsor | Supportive | Leading | Yes | Increase involvement in reviews and planning |
| Functional Manager | Resistant | Supportive | Yes | Address concerns through one-on-one meetings |
| End User Rep | Neutral | Supportive | Yes | Include in demos and usability feedback |
| Legal Department | Unaware | Aware | Yes | Send updates and compliance briefings |
| Product Owner | Leading | Leading | No | Maintain current engagement and visibility |
Engagement Levels Key
- Unaware – Not aware of the project or potential impacts
- Resistant – Aware but opposed to the project
- Neutral – Neither supportive nor resistant
- Supportive – Aware and supportive of the project
- Leading – Actively engaged in ensuring project success
Role in Stakeholder Engagement Planning
- Informs Strategy – Guides communication and involvement approaches
- Supports Prioritization – Helps focus effort on high-impact stakeholders
- Improves Alignment – Bridges engagement gaps that threaten project outcomes
- Feeds into the Stakeholder Engagement Plan – Directly shapes tactics and messaging
See also: Stakeholder Engagement, Stakeholder, Stakeholder Engagement Plan, Communication Management Plan, Stakeholder Register.