Insight helps you manage your Stakeholders on their journey of change. Some Stakeholders will be, as individuals, very important to your project - they may be influential, hold budgets, or be significantly impacted by the change taking place.
Other Stakeholders, while important, can be tracked as a group of people - 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.
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 an individual Stakeholder
Go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS
Select Stakeholders
Select CREATE STAKEHOLDER
Complete all fields then select SAVE.
Field | Description |
First name | The Stakeholder’s first name |
Last name | The Stakeholder’s last name |
Email address | The Stakeholder’s email address |
Change network member | Whether the Stakeholder is a Change Network member |
Relationship owner | The Insight user who owns the relationship with the Stakeholder |
Business area | The Business area the Stakeholder is in |
Stakeholder collections | Any Stakeholder Collections |
Role | The Stakeholder’s role – can only be added after the Business Area has been selected |
Create a Stakeholder Audience
Go to the Settings button at the bottom left of the screen and select ORGANISATION SETTINGS
Select Stakeholders.
Select the Audiences tab
Select CREATE AUDIENCE
Complete all fields then select SAVE.
Field | Description |
Audience name | An easily identifiable name for group of people captured, i.e. Finance Team, or Paddington Office Staff |
How many stakeholders are in this audience? | The number of people captured in this audience group |
Business area | The Business area the Audience is in |
Relationship owner | The Insight user who owns the relationship with the group |
Stakeholder collections | Any Stakeholder collections the audience can be assigned to |