Metlivi Blog

How to manage project stakeholders: identify influence and develop a communication strategy

Managing project stakeholders means arranging useful participation, not sending everyone the same update or trying to control how people respond. Start with the project's intended result and its next meaningful milestone. Identify whose knowledge, decision, work or experience of the result matters there. Then agree what each person needs to receive, contribute or decide, and when. A short list can support this work. You do not need a complex stakeholder platform to start. The important distinction is between identifying relevant people and actually involving them. A name in a spreadsheet does not show that a requirement was heard, a decision was made or a handover was accepted.

September 07, 20264 min readRelationships & Life StagesBy Metlivi Editorial Team
Section 1

Build the list around the work, not just the organisation chart

Describe the result in one sentence and trace what must happen before someone can use it. Include those who provide inputs, authorize commitments, carry out the work and use or maintain the outcome. Ask the sponsor and colleagues who already work with those groups to check for omissions. A person outside the regular meetings may hold the information needed for delivery. A frequent attendee may have no role at the next milestone. APM describes stakeholders as people or groups involved in or affected by the project, including those outside the investing organisation. Microsoft's guidance on maintaining a stakeholder list also points to people who will live with the resulting product. These definitions help widen the search beyond the people already copied into project messages.

Section 2

Connect influence to a specific upcoming event

Influence is useful information only when it changes how participation is arranged. For the next review, establish who can approve the result, who can explain a difficult requirement and whose work would change after the decision. Do not assume that the most senior person approves every detail. Equally, do not ignore a user because that person cannot release funding. Their practical knowledge may be necessary for a usable outcome. Keep detailed assessment separate from the communication plan. Here, write the consequence for contact: “needs the draft before the review because they check the handover conditions,” rather than a vague label such as important. If authority or representation is uncertain, check it with the relevant person instead of building a schedule around your guess.

Section 3

Write each contact as an exchange with a purpose

For each necessary conversation, specify the purpose, the information being shared, the response needed, the relevant date and the person maintaining contact. For example, an illustrative review might ask an operations colleague to identify missing handover instructions before the team commits to a delivery date. Sending a general progress summary would not accomplish that same task. The request should say what their answer will affect. The ONS stakeholder-mapping guidance explains that a subsequent engagement plan can set out how, by whom and how often people are contacted, including event-specific contact. Choose timing around when an answer can still affect the work. A standard weekly update may be appropriate for awareness, but a decision required on Tuesday cannot wait for Friday's routine report.

Section 4

Agree a usable channel and an honest participation level

Check how the person can realistically review the material. A short conversation may uncover an unclear requirement; a written draft may be better for checking exact wording. Provide access to the necessary document without assuming that a link works for every recipient. Keep the invitation proportionate: ask for advice when you need advice, approval when the person has that authority, or acknowledgment when the outcome simply affects their next task. Explain what remains open and what has already been decided. Inviting feedback after a decision is fixed creates a different expectation from asking someone to help shape it. You can still request implementation concerns, but name that purpose. Record relevant feedback and explain whether it changed the work, requires another decision or falls outside this milestone.

Section 5

Review participation when the project changes

A new delivery phase, a changed requirement, a replacement colleague or a different user group can make the original plan incomplete. Review the list at those transitions and ask whether someone has gained or lost a practical role. Microsoft's list guidance calls for updates through the project lifecycle. APM likewise presents engagement as continuing work involving identification, analysis, planning and action. Check the result of contact rather than counting messages. Was the required input available before the decision? Did the affected person learn the outcome in time to act? Is an unresolved question assigned to someone who can answer it? If a contact produces no useful exchange, first check the purpose, access and timing. Adjust that arrangement before adding more meetings for everyone.

Related reading

Keep exploring this topic