STAKEHOLDER MANAGEMENT PLAN TEMPLATE
PROJECT NAME
ANTICIPATED ANTICIPATED
NAME OR GROUP ROLE PREDISPOSITION
INVOLVEMENT ISSUES
Current commitment profile:
Sponsors, managers, users, etc. resistant, ambivalent, neutral, What level of
supportive/committed involvement Known or potential
is expected? issues
- 0 + ++
ANTICIPATED
INVOLVEMENT
PREDISPOSITION TOTALS 0 0 0 0
PROJECT MANAGER DATE VERSION
EXPECTATIONS RESPONSIBLE
MOTIVATION / DRIVERS MILESTONES Phase / Activity DATE DUE
OF EXCHANGE PARTY
At what point in the change effort is What activities directly Team
Why is the stakeholder invested What is the stakeholder's this stakeholder's involvement involve or impact the member(s) Task / involvement needs
in the project's success? predicted input? required? stakeholder? responsible to be met by
0.0.0
STATUS
What activities directly
involve or impact the
stakeholder?
STAKEHOLDER MANAGEMENT PLAN MATRIX
0
NEGATIVE SUPPORT /
HIGH INFLUENCE
COMMIT
KEEP SATISFIED
HANDLE WITH CARE
NEGATIVE SUPPORT /
MODERATE INFLUENCE
INFLUENCE INVEST
MONITOR
LOW PRIORITY AT THE MOMENT
NEGATIVE SUPPORT /
LOW INFLUENCE
PLAN
INTEREST
ATRIX
++
POSITIVE SUPPORT /
HIGH INFLUENCE
LEVERAGE
MANAGE CLOSELY
TOP PRIORITY
POSITIVE SUPPORT /
MODERATE INFLUENCE
PLAN
KEEP INFORMED
MAY NEED HELP TO PARTICIPATE
POSITIVE SUPPORT /
LOW INFLUENCE
MAINTAIN
+
Project Charter Template
General Project Information
Project Title
Project Sponsor IMPORTANT REMINDER
Project Manager A narrative written charter must be
circulated and signed by the project
Email Address sponsors. You can attach a completed
Phone Number version of this template to your narrative
written charter in an effort to keep it sho
Organizational Unit and concise.
Process Impacted
Please make sure you meet with the pro
Expected Start Date team and sponsors before completing th
template. Much of the information requir
Expected Completion Date
will need to come from a discussion with
Expected Savings $0 team members and sponsors.
Estimated Costs
Describe the Problem or Issue, Goals, Objectives, and Deliverables of this Project
Project Goal
Business Case
(Purpose, Justification and Benefits)
Project Objective
High Level Requirement (Business and Technical)
Business Requirement
Technical / Functional Requirement
Key Milestone Start
Form Project Team / Preliminary Review / Scope
Finalize Project Plan / Charter / Kick Off
Define Phase
Measurement Phase
Major Milestones Analysis Phase
Improvement Phase
Control Phase
Project Summary Report and Close Out
Define the Project Resources and Costs
Project Team
Support Resources
Special Needs
Cost Type Vendor / Labor Names Rate Qty
Labor $185.00 800
Labor $170.00 580
Labor $162.00 580
Labor $162.00 580
Labor $150.00 580
Miscellaneous
Total Costs
Define the Project Benefits and Customers
Project Sponsor
Key Stakeholders
Final Customer
Expected Benefits
Type of Benefit Describe Basis of Estimate
Specific Cost Savings
Enhanced Revenues
Higher Productivity (Soft)
Improved Compliance
Better Decision Making
Less Maintenance
Other Costs Avoided
Describe Project Risks, Constraints, and Assumptions
Risks
Constraints
Assumptions
Prepared by: Date:
ect Charter Template
IMPORTANT REMINDER
A narrative written charter must be
circulated and signed by the project
sponsors. You can attach a completed
version of this template to your narrative
written charter in an effort to keep it short
and concise.
Please make sure you meet with the project
team and sponsors before completing this
template. Much of the information required
will need to come from a discussion with
team members and sponsors.
ves, and Deliverables of this Project
cal)
Complete
Amount
$148,000
$98,600
$93,960
$93,960
$87,000
$0
$521,520
Est Benefit
$0
mptions
