How to Engage Stakeholders Effectively in 6 Steps

Step 1: Determine where their energy is today and where you’d like it to be.

  • A. What energy do we need from this stakeholder?
  • Interested?
  • Willing to engage for a short time?
  • Strong support?
  • B. Where is their energy now with regard to the project/change we are working on?
  • It could be any of the items listed under A, or
  • Not interested in what you are talking about?
  • Grumbling?
  • Active resistance?
  • C. Use The Energy Bar™ to identify where you think the gap in energy might be?

Step 2: Create an intervention that you believe could bridge any gap in energy.    

Some things to consider:

  • Make sure the right people attend
  • Create a clear action-oriented objective to guide your planning and delivery
  • Schedule a sufficient amount of time for this work.
  • Use a space that will serve you (e.g. the room or the virtual meeting platform) – If you can’t get a suitable space, then adapt what you have planned
  • Show respect for the stakeholder and any of their Level 1, 2, and 3 concerns
  • Invite meaningful engagement
  • Tell them what will happen next. Seriously consider involving them in this next step.

Step 3: Test your design and revise as needed. Be sure to plan something that keeps everyone (you included) very near their comfort zone.

Step 4: Hold the Meeting (e.g. town hall, conference call, informal chat). 

Step 5: After the meeting (or other intervention), determine how the energy moved. (Better yet, try to read energy during the session itself).

Step 6: Based on what you learned in Step 6, ask yourselves, What’s Next?

© 2019 Rick Maurer

The Energy Bar


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