Every Stakeholder within an Organisation has a profile page for each Project they are impacted by. This means that some Stakeholders will have multiple Project Profiles associated to them.
This guide shows you how to:
edit a Stakeholder’s Project Profile
identify any impacts that affect the Stakeholder
identify any of the Stakeholder’s key concerns
add any notes about the Stakeholder that will be visible to other Insight users.
Pre-requisites
The Individual Stakeholder or Audience must have already been created within the Organisation; see the help article Create an Individual Stakeholder or Audience
The Stakeholder Individual/Audience must have already been assigned to the Project; see the help article Assign a Stakeholder or Audience to Project.
View Stakeholder Project Profile
From the Project dashboard left-hand Project Navigator., select Stakeholders
Select the name of the Stakeholder you wish to view
This will give you full access to the stakeholder record.
Edit Stakeholder project profile
In the first instance, you can edit any field directly in the stakeholder table, just like an Excel document
For a more detailed view of the stakeholder record, select Edit in the detailed view outlined above
Make any changes and select Save.
Add or edit Key Concerns
From the panel to the right of the Stakeholder record, you can assign impacts to a stakeholder, add Key Concerns, or add general notes about the stakeholder.
Key concerns are the ones that the stakeholder has voiced about the specific project or change.
From the panel to the right of the Stakeholder record, select the Key Concerns tab
Select + ADD KEY CONCERN
Note: To edit an existing key concern, select the ellipsis (...) at the top right-hand corner of the Concern you wish to editEnter or update the short summary of the Stakeholder's key concerns in the free text field
Categorise the key concern as either 'Active', 'Closed', or 'No longer relevant'
Select ADD.