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Adding a Stakeholder
Adding a Stakeholder

Adding a Stakeholder to your Simply Stakeholders platform.

C
Written by Customer Success Darzin
Updated over a week ago
  1. Click on + Create > Stakeholder

  2. Add the required field details;

    • Type - Individual or Organisation

    • First Name and Last Name

    • Email and Mobile Number

    • Organisation and Position

    • Contact Group

    • Any Custom Fields if they have been set to show on the Display on add page

    • Select the '+' Add More button to add in the following details

    • Address

    • Relationship Manager

    • Mapping Fields

    • Link Interactions

    • Tag

  3. Click on Save & Exit. The record has been saved.

  4. Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.

  5. First, enter the stakeholder mapping values;

    • Interest - The level of interest this stakeholder has with the project (Think of “interest” in more of a legal sense of a right to be involved or consulted).

    • Influence - The level of influence on a project, depending on their ability to impact the process and outcomes.

    • Impact - The level of impact the project will have on this stakeholder

    • Effort - How much effort would be needed to improve the relationship with the stakeholder

    • Position - The position of the stakeholder towards the project

    • Criticality - How critical is this stakeholder to the success of the project

  6. In the Summary tab:

    • Timeline - Link any interactions or tasks

    • Tagging - Assign the Tag/s connected to this stakeholder

    • Relationships - Link the relevant Organisations or Individuals and define the relationship they have in the relationship card

  7. In the Details tab:

    • Additional Contact Details such as address, phone number, email or social media.

    • Additional information or an alert in Notes

    • Assign a Relationship Manager

    • Upload any Files

    • Add and remove stakeholders across other projects

    • link properties

Note that if adding/ removing stakeholders between projects isn't working, your admin may need to change the contact group settings.

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