How can you segment your stakeholders?
Simply Stakeholders has two methods of segmenting stakeholders:
contact groups
tags.
When should I use contact groups?
Use contact groups as formal distribution groups. They are a primary segmentation for stakeholders. Best practice on Simply Stakeholders is to assign each stakeholder to a contact group, as this improves communication, filtering, and reporting.
A stakeholder can belong to several contact groups. For example, a business owner may belong to 'Business', 'Local resident', and 'Alderley council' contact groups. You'll need to communicate differently depending on the contact group.
Where can I use contact groups?
You can only associate contact groups with stakeholders.
When should I use tags?
Tags can be used as a secondary segmentation for stakeholders. For example, you may add various tags such as 'supporter', 'detractor', 'VIP', or even 'frustration', 'basketball', or anything else relevant to your analysis of the project. This allows users to filter based on tags to get a specific subsection of stakeholders for analysis.
Where can I use tags?
Tags can be across all projects to segment interactions, tasks, and properties.
Can tags be the same as contact group names?
Yes, tags can be the same as contact group names. This is useful if you want to categorise interactions/tasks/properties in the same way as contact groups to improve filtering and reporting.