Insight helps you manage your people on their journey of change. Some people will be, as individuals, very important to your project - they may be influential stakeholders, hold budgets, or be significantly impacted by the change taking place.
Other people, while important, can be tracked as a - you don't need to engage with them on an individual level but you still need to keep them engaged as a group and consider them in your change strategy.
A Stakeholder is an important individual that needs to have their engagement tracked ( as opposed to a Person, who is of note within the organisation but not necessarily a stakeholder).
An Audience is a collection of people that will be impacted by a change but don’t need to be named.
Pre-requisite: Any business Areas and Roles must have already been created within the Organisation.
Create a Person
Go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS
Select People
Select Add Person
Complete all fields then select SAVE.
Field | Description |
First name | The person's first name |
Last name | The person’s last name |
Email address | The person’s email address |
Change network member | Whether the person is a Change Network member |
Relationship owner | The Insight user who owns the relationship with the person |
Business area | The Business area the person is in |
Stakeholder collections | Any Stakeholder Collections |
Role | The person’s role – can only be added after the Business Area has been selected |
Once a Person is created within the organisation, they can be added as a stakeholder on the stakeholder grid within a specific project
Create an Audience
Go to the sidebar and select the Audiences tab
Click the blue plus and name your Audience
Once an audience is created, you can add Stakeholders to it via the Blue Plus that will appear to the right hand side of the newly created audience
