All-in-One Stakeholder Mapping, Assessment, Engagement, and Management Toolkit

Hi and welcome to OCMS Portal. Today we’ll provide you with an overview of the Change Management Stakeholders Analysis tool.

We’ll dive into the organizational change stakeholders assessment tool’s core features that contribute to making OCMS Portal the best All-in-One organizational change management platform by simplifying and streamlining the change management process.

The project stakeholders analysis tool puts you in the front seat of assesses the entire stakeholder landscape. This empowers you to determine critical groups for your change initiative. It is part of Phase 1: Assess in the OCMS Portal framework.

When you first open the Stakeholder Assessment Tool it will automatically populate the individuals in your Target Audience that have been tagged as stakeholder type: Key Stakeholder. This is one way that the OCMS Portal has been designed to save you valuable time and keep you engaged in critical areas. But you always narrow or expand your stakeholder target audience, leaving you with the ultimate freedom to tailor your assessments.

OCMS Portal is a learning resource, you can access tool related video tutorials and important resources such as documented guides.

OCMS Portal is also a companion while you conduct your change management activities and the stakeholders analysis tool is there to help you analyze and understand your target audience.

In the OCM project stakeholder tool you’ll be able to:

1. Quickly populate the tool with your desired target audience

2. Assess stakeholders by 3 core attributes:

When you assess the “Receptiveness” attribute this will help you gauge how open a stakeholder group or individual is to the proposed change. Next, assessing “Influence” is crucial. Why? Because it helps you understand how much power an individual or group holds in the context of this change initiative. Lastly, assessing a stakeholders “Availability”, which is all about the stakeholder’s accessibility, helps you understand how easily they can be reached or how involved they’ll be in the change process.

3. Easily send out the OCMS Portal Stakeholders survey to have results automatically populate the tool.

4. Gauge automatically calculated risk levels provided by the Change Management Stakeholders Assessment tool in OCMS Portal in real-time for each stakeholder that is assessed.

5. Review and edit an auto-generated engagement plan complete with tailored strategies to engage each stakeholder effectively based on the risk level. This will also help you minimize resistance and maximize support, leading to smoother project implementation.

OCMS Portal has been designed with interconnectedness at its heart. That’s why when you complete your stakeholder analysis it is used as a guide for many of the change management activities throughout the various phases of your project.

By performing a change management stakeholders assessment it helps you begin to understand their interests, needs, concerns, and expectations. This is essential when tailoring appropriate communication and engagement strategies. With the stakeholder analysis tool you’ll now be able to prioritize stakeholders based on their influence to impact the project, which in turn allows you to effectively focus on resource management the most critical stakeholders.

In today’s fast-paced world, staying competitive is the key to success, and our business stakeholders analysis tool in our cutting-edge OCMS Portal All-in-One suite is here to make your life easier.

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Are you searching for a game-changing solution to revolutionize your team’s change management process?

Discover the numerous advantages of enrolling in an OCMS Portal team account, a strategic step that can elevate your organization’s performance.

Don’t miss out on the opportunity to revolutionize your change management. OCMS Portal is your trusted partner for achieving seamless, successful change. Join us on this transformative journey and experience the difference for yourself.

Big benefits that come with a team / enterprise account:

• Centralized Benefits: With OCMS Portal team account, everyone in your organization will be on the same platform. This ensures seamless communication and collaboration, eliminating the chaos of juggling multiple tools and platforms. The efficiency gains from centralization alone can be a game-changer for your team’s productivity.

• Dedicated Support: You won’t be navigating the challenges of adopting a new system on your own. OCMS Portal team accounts come with dedicated support specialists who are there to assist you every step of the way. Whether you need technical assistance, have questions, or require guidance, you’ll have experts at your fingertips.

• Customization: Your organization is unique, and your branding should reflect that. OCMS Portal team accounts offer the flexibility to request customizations that align with your corporate branding. This ensures that your team’s experience is not just efficient but also tailored to your organization’s identity.

• Cost-Efficiency: OCMS Portal team accounts come with cost-saving benefits compared to individual accounts. You can optimize your budget while providing your team with the best change management tools and support available.

Are you ready to take your team’s productivity and collaboration to the next level? We’re excited to show you around and can’t wait to have you and your team using the best organizational change management software. Reach out today for a personalized quote or schedule a Zoom call. 

The OCMS Portal Team Account is designed to supercharge your team’s performance, streamline your workflow, and boost your bottom line. Make it your team’s competitive advantage.

OCMS Portal – Change Management, Simplified
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What comes with your OCMS Portal subscription

The OCMS Portal subscription includes:

• Access to all tools and sections of the platform
• 1 free user license
• 2 free project licenses
• Unlimited Surveys
• Advanced analytics and reports
• Access to all OCMS Portal free resources (from topics such as OCM Metrics, Roadmaps, ITIL, Engagements & Briefings, and much more)

At any point you can add more project, user and guest licenses as well as the change management library and rebranding add-ons. 

Discover more benefits of a team account with multi user and enterprise discounts, stackable on top of an annual discount.  

Best Stakeholder Map Templates, Analysis Matrix, & Stakeholder Engagement Plan Templates for Change Managers and Project Leads

There are many moving parts to assessing, engaging with, and managing project stakeholders. You need to identify which change management stakeholders are critical, gauge stakeholder support or resistance to change, plan stakeholder engagement tasks, and more!

The OCMS Portal’s Stakeholder Management Software has been designed for project management practitioners, HR, and change management leads. It provides you with everything you need to successfully assess, engage, and manage stakeholders during a change project including the below templates.

OCMS Portal has all of that and more!

What is Included in the OCMS Portal Stakeholder Software?

When you subscribe to OCMS Portal you also gain access to stakeholder toolkit and access to the following stakeholder analysis templates and tools:

1. A stakeholder mapping template in our centralized Target Audiences to map your respective stakeholders and groups

2. Stakeholder analysis templates to assess your mapped stakeholders and understand the who, what, when, why, how, and where for effective stakeholder management

3. Auto-generated stakeholder engagement plan templates for your stakeholder strategies and engagement

4. A stakeholder management matrix with a step-by-step Tasks Checklist of tasks and activities for managing your stakeholders. Our Tasks Checklist is based on decades of best practices and includes everything you need to know + you can add your own tasks

5. Centralized stakeholder analysis tools’ 360^o dashboard for key reporting insights. Your centralized reporting dashboard is connected to your stakeholder engagement matrix, and all the other tools in the OCMS Platform. Stakeholder tools’ reporting shows real-time reporting information that you can easily share with project sponsors, firm managers, and others.

6. A streamlined tasks section that guides you when implementing your stakeholder strategy

Unlock the Power of Stakeholder Engagement in the OCMS Platform

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OCMS Portal’s Best-in-Class Stakeholder Management Tools Tailored for All levels of Experience

The OCMS Portal stakeholder assessment templates and stakeholder management tools are equally suited to newbies and seasoned change, project, and program managers alike.

This all-in-one easy-to-use stakeholder chart tool is designed to help those that are new to doing change management stakeholder analysis ramp up the learning curve with expert guidance as well as give experienced change, project, and program managers tools that are truly time-saving for managing stakeholders and managing your stakeholder plan and strategies.

Centralize your stakeholder map template in the cloud and get an auto-generated stakeholder engagement plan! OCMS Portal stakeholder analysis template & toolkit

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Background on this Stakeholder Management Toolkit with Streamlined Stakeholder Assessment Templates & Reporting Dashboards

As a Sr. Organizational Change Management Lead & Project Management Consultant, I have successfully delivered large-scale business initiatives that have impacted thousands of employees and stakeholders across Apple, Cisco, HSBC, Intel, Accenture, Deloitte, Capital One, State Street, and other global firms.

Throughout my consulting career, one major challenge voiced by change practitioners and project managers has been a lack of a standardized all-in-one set of stakeholder analysis tools that can be used across any industry, organization, and region for managing key stakeholders in a project.

And so, as a Pioneer of best business change toolkits, and a strong Advocate of the change management and program management communities I decided to work with OCM Solution Designers and Developers to launch the All-in-One Stakeholder Toolkit below, which includes defined, and easy to use stakeholder plans, stakeholder mapping templates, streamlined matrix, samples, and step-by-step guides.

Ogbe Airiodion
Senior Change Management Lead & Project Manager

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Online stakeholder analysis matrix templates and stakeholder mapping tools

Overview: OCM Solution Stakeholder Matrix & Engagement Mapping Templates

Features to Boost Project Success

Using OCM Solution stakeholder engagement templates and software, you can quickly identify and document stakeholders that have a stake in a change or who will need to be engaged and managed to increase the success of your project initiative.

Using this template, you can easily map, understand, and track all the key stakeholders in a project you have been assigned to.

Ready to Go from Sign-In

OCMS Portal’s stakeholder engagement assessment matrix, and engagement templates and software are ready to use right from when you sign-up.

The stakeholder matrix template is designed according to project and change management best practices, so you can get started on your project right away.

In addition, your stakeholder matrix template is directly linked to the reporting dashboard that comes with the software. This is highly beneficial because all aspects of your stakeholder mapping templates are linked to your centralized dashboard to provide you and your team with a holistic view of all stakeholders, by type, level of engagement, and impacts.

Stakeholder Mapping Template and Engagement Tool

Do you know all the critical stakeholder mapping and analytics factors that need to be assessed to increase your success? If not, no worries, our stakeholder analysis template includes a simplified and optimized structure with pre-defined stakeholder analysis attributes for mapping your stakeholders and groups.

Auto-Generated Engagement Plan

In the realm of change management, securing stakeholder buy-in is paramount to success. OCMS Portal simplifies this crucial step with our cutting-edge customizable auto-generated stakeholder engagement plans.

Our robust stakeholder assessment tool identifies key stakeholders, evaluates their receptiveness, influence, and availability, and effortlessly crafts tailored engagement strategies.

Empower your change initiatives with the assurance that your stakeholders are not just informed but actively engaged and aligned with your transformation goals. Trust OCMS Portal to streamline stakeholder engagement, making it a seamless part of your change management journey.

Free Stakeholder Survey Form – Effortless Stakeholder Information & Stakeholder Feedback Template Integration

Your stakeholder management plan templates come with free survey form. Save time gathering stakeholder KPIs with free survey and questionnaire. These are ready to use and can be edited per your needs.

Our Stakeholder survey feature simplifies the process of gathering valuable insights from your stakeholders. Easily send out our customizable survey stakeholder feedback template to your stakeholders, and watch as their responses seamlessly flow into our Stakeholder Tool and Survey Reports, providing you with real-time data and analysis to inform your stakeholder management strategies.

Stakeholder Management Template with Interactive Analytics

OCMS Portal change management solution includes an advanced, interactive, stakeholder reporting dashboard that provides quick and meaningful insights into your stakeholder audience and allows you to view data any way you like.

Your stakeholder dashboard is linked in real-time to your stakeholder engagement assessment matrix and provides critical stakeholder reports that you can easily share with project sponsors, firm management, and others.

Integrated Stakeholder Task Management

Task tracking is a core part of any project. You will need to track your stakeholder activities, as well as your engagement and management tasks. You won’t have to use a separate task management app with OCM Solution tools. All our stakeholder mapping tools incorporate a stakeholder task management section. Everything stays together in one place!

Collaborate Anywhere

The OCMS Portal stakeholder engagement matrix tool is in the cloud and accessible from any device (desktop, tablet, smartphone). Add as many team members as you like to your account to work together or separately. You can even add guests with view-only access to view stakeholder charts.

And don’t forget that our tools all include stakeholder analysis matrix examples and samples to guide you along the way.

You can export your stakeholder reports to PDF or PPT and save them as a stakeholder mapping template Word version or stakeholder analysis template Word.

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New to Change Management & Stakeholder Management? No problem.

Our Stakeholder Manager Toolkit includes a step-by-step tutorial to walk you through best practices for stakeholder analysis, engagement, and management. Sign up for our stakeholder map tool today.

Don’t hesitate to let us know if you have any questions about this Stakeholder Assessment and Management Toolkit.

Generate Masterful Stakeholder Analytics Reports

Does the project lead need to see stakeholder assessment reporting for a specific department? Stakeholder type? Location? You can easily show all of these reports and more with the interactive analytics in the OCMS Portal’s Stakeholder Management Toolkit.

The stakeholder map tool is connected to a centralized reporting dashboard that allows you to easily see everything in one place, and quickly export stakeholder reports to PDF or PPT to share with others.

In addition, your centralized dashboard provides you with real-time insights that can help you make strategic decisions on your stakeholder engagement plan strategy, and you can drill down deeper into the stakeholder list template reporting details as much as you like.

Looking for stakeholders that have a high ability to impact a project, but have low support for that project? Our stakeholder identification template report will let you see exactly which stakeholders you need to proactively engage with to keep your change project on track.

You can export your stakeholder reports to PDF or PPT and save them as a stakeholder mapping template Word version or stakeholder management plan template Word.

Are you looking for stakeholders PPT template? Don’t hesitate to get in touch if you have any questions about stakeholders PPT template and how it can be used for your change project.

Time-Saving stakeholder Management Matrix That Captures What You Need

Using your stakeholder assessment matrix from OCM Solution, you can easily segment your stakeholder audience based on their receptiveness of (or resistance to) the change.

See which stakeholders are resisting the project, and which ones have provided buy-in and support.

Apply geographical location views to effectively identify and engage stakeholders based on localization attributes. Your stakeholder assessment matrix template includes streamlined fields and step-by-step tips that guide you all the way as you assess, engage, and manage your stakeholders.

Get started with OCMS Portal today and start using your stakeholder diagram templates and engagement tool among many other change management tools.

This is going to save you tons of time because you can start your stakeholder engagement tracking right away. You don’t have to study change models or build stakeholder mapping spreadsheets from scratch to come up with your own columns, be afraid you’re missing something important, or wonder why certain information is needed.

Stakeholder mapping matrix template is designed to be so intuitive that it guides you every step of the way as you use the OCM Solution stakeholder analysis tools!

Interested in a stakeholder mapping template Excel version export? We have that feature coming soon. Don’t hesitate to let us know if you have any questions about our stakeholder mapping templates, dashboards, and all-in-one stakeholder engagement toolkits.

Discover all the benefits of OCMS Portal today and start using your stakeholder interview template for interviewing and engaging with key project stakeholders.

Empower your change journey with OCMS Portal’s Stakeholder Assessment Tool

OCMS Portal – Change Management, Simplified
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OCMS Portal No Longer Offers its Stakeholder Engagement Plan Template Excel Tools

Why did OCM Solution stop offering its stakeholder management plan template Excel tools?

We no longer offer our stakeholder matrix template Excel tools due to Excel-based limitations and Excel freezing issues. Also, based on feedback from customers, the preference is for online tools versus Excel because the online versions provide customers with real-time capabilities, and they can easily collaborate together in real-time with other members of their team.

OCM Solution All-in-one Stakeholder Management Software

A best all-in-one stakeholder software should enable you and other professionals to effectively conduct all aspects of your stakeholder mapping, engagement, and management activities and be able to report on these activities to project sponsors and leadership.

It also needs to be flexible enough so it can be used across any industry, organization, and region, and for any project size.

We have designed our stakeholder tools with you in mind. As advocates of the industry, we went the extra mile and included free stakeholder engagement plan template surveys, and also included free change management templates that you can use for other areas of your change and project management programs. Having a streamlined list of change management tasks (Tasks Checklist) will guide and help you increase the successes of your stakeholder engagement activities and tasks.

Interested in a stakeholder matrix Excel template? Please note that OCM Solution no longer promotes its legacy stakeholder matrix Excel tools. This is due to Excel-based limitations and freezing issues. Also, based on feedback from customers, the preference is for online tools versus Excel because the online versions provide customers with real-time capabilities, and they can easily collaborate together in real-time with other members of their team.

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Do You Need to Enter a Stakeholder Type in Your Stakeholder Matrix or Somewhere Else?

At OCMS Portal, we acknowledge that your target audience is the cornerstone of effective change management. Their needs, concerns, and perceptions drive the pulse of your change initiatives.

To streamline this process, we’ve integrated the assignment of stakeholder types directly within your target audience management. With a seamless transition, this information effortlessly populates your Stakeholder Tool within the OCMS Platform.

So when the time comes to start assessing and populating the OCM Solution stakeholder management plan template, you’ll already have Stakeholder Type for each stakeholder you are assessing and managing.

Examples of Stakeholder Type:

• Influencer
• Sponsor
• Department Head
• Executive
• Director
• Manager
• Change Agent / Champion
• Steering Committee Member
• Leader
• VP
• SVP
• Impacted End-User

Seeing the stakeholder type in OCM Solution stakeholder mapping tool makes it easy to sort and filter your stakeholders by type as you’re doing your analysis and implementing your stakeholder strategy.

Unlock Stakeholder Insights with OCMS Portal’s Assessment Tool

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Your OCM Solution stakeholder analysis matrix template is designed to be seamless, easy to use, and ready to go starting from day 1. Note that you can also export your reports to PDF or PPT if needed, you can then save these as a stakeholder engagement plan template Word version to share with others.

Getting Started with Your OCM Solution Stakeholder Tools

If you subscribe to OCMS Portal change management platform, you’ll immediately gain access to the stakeholders template and stakeholder matrix mapping tool, here’s how you get started!

Once you’ve subscribed, you’ll be automatically signed in and be taken to the Main Dashboard page of OCMS Portal. You can find your stakeholder management templates software in the Phase 1: Asses of the OCM framework.

Note that our software includes loads of free change management resources which contains free stakeholder map template tasks and Tasks Checklist for completing all aspects of your change management stakeholder strategy implementation and engagement.

Get Started with OCMS Change Management Platform Today

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Why Use the #1 Top OCMS Portal’s Stakeholder Tool for Your Change Project?

• Saves you tons of time on all aspects of your stakeholder assessment, engagement, and management activities
• Stakeholder engagement toolkit is based on industry-standard change methodologies
• Stakeholder matrix and stakeholder graph software can be used by both beginners and experienced change managers
• Change teams can collaborate together online using the OCMS Portal’s stakeholder management tools and techniques
• Streamlined stakeholder management templates
• Automatic stakeholder matrix reporting that is always current with your data
• Based on a best-in-class stakeholder engagement model
• Easy to use stakeholder analysis templates and stakeholder plan templates
• Seamless stakeholder matrix
• You can access your OCMS Portal, including Stakeholder Toolkit, from any device
• The structured, but flexible stakeholder plan template keeps you from dropping any balls
• Makes you look good with smart stakeholder engagement analytics for presenting to your firm leaders and project sponsors
• Easily conduct internal and external stakeholder management without having to start from scratch.
• Seamless ability to export your reports as stakeholder analysis template PPT files. And then share these PowerPoint reports with others.

What’s Inside the OCM Solution Stakeholder Management Module?

• Free change management templates & roadmaps
• Guides and auto-generated planning for stakeholder engagement, coaching & buy-in
• Instant analytics as you input data into your stakeholder templates (no spending hours trying to create reports)
• Stakeholder consultation plan template samples
• Streamlined stakeholders assessment matrix
• Stakeholder engagement strategy matrix – Auto-generated stakeholder engagament plan
• Stakeholder analysis templates that are seamlessly linked to your stakeholder analysis chart reports
• Sample data and stakeholder profile template examples
• Influence interest stakeholder matrix samples
• Stakeholder analysis power interest matrix samples
• Project stakeholder list template (in our Target Audience)
• and more!

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Stakeholder Management Template with Holistic Reporting Analytics

The OCMS Portal stakeholder mapping software includes an advanced, cutting-edge, analytics dashboard that provides quick and visualized insights into your stakeholder audience.

Using your stakeholder management tool from OCMS Portal change management software, you can easily segment your stakeholder audience based on their receptiveness of (or resistance to) the change. Easily see which stakeholders are resisting the project, and which ones have provided buy-in and support. Apply geographical location views to effectively identify and engage stakeholders based on localization attributes.

Flexible and Scalable Stakeholder Mapping Tool

Your OCMS Portal stakeholder management software template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few stakeholder groups to large transformations that will impact thousands of employees, managers, customers, and external users.

Seamless Stakeholder Analysis Chart, Analytics & Reporting Dashboard

The stakeholder management matrix analytics dashboard that comes with your OCMS Portal tools, including the stakeholder analysis toolkit,  gives you real-time business insights about your stakeholders that can help you make strategic decisions on your stakeholder engagement plan. Also, you can quickly export these stakeholder reports to PPT and PowerPoint to socialize with key leaders and managers.

Your Stakeholder Management Tool Dashboard is continuously up to date with the progress you or your team are making as you complete your stakeholder mapping assessment and as you populate your stakeholder analysis matrix.

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The stakeholder mapping templates are going to save you tons of time when it comes to analyzing and presenting your stakeholder data. Instead of having to spend hours poring over your inputted stakeholder analysis information and trying to chart it into comprehensive insights – OCMS Portal has done it all for you with defined stakeholder analysis charts and stakeholder management performance KPIs! 

FAQs – OCM Solution Portal Stakeholder Engagement Matrix Templates

Multi-prong question about sharing the Stakeholder Assessment and Mgt Tool with other team members

Can I cancel my stakeholder mapping templates subscriptions at any time?

Does the Stakeholder Analysis Templates and Toolkit include guides and tutorials?

I am in a different region, will the OCMS Portal platform & tools such as Stakeholder Assessment and Mgt Tool still work for me?

Can I remove OCM Solution branding and use my branding or firm’s logo?

How are future enhancements/changes handled for OCMS Portal platform and tools such as Stakeholder Assessment and Mgt Tool?

Developing This Year’s Best Stakeholder Management Software for Stakeholder Mapping, Assessment, Tracking, & Management

We often get questions from clients and other change practitioners including “which tools are the best stakeholder management software tools to use for mid-to-large scale projects.” We’ve also heard comments like “if only I had an easy-to-use stakeholder engagement dashboard and stakeholder assessment tool.”

From experience we have learned that to better increase the success of your stakeholder assessment, mapping, engagement, and management, it is essential that you apply a structured change management process.

You should also leverage a best stakeholder assessment tool, also referred to as stakeholder management software, that interactively allows you to see which stakeholders are receptive to the change, which ones are resisting the change, and which stakeholders need additional engagement to increase their receptiveness to the change.

While several best stakeholder management software tools can be found on the market today, not all of them are part of an integrated and holistic change platform, like OCM Solution Portal’s Portfolio.

These stakeholder assessment tools allow you to conduct stakeholder mapping only, and others include an easy-to-use stakeholder engagement dashboard that provides you with graphical analytics. It’s important to consider ease of use and scalability when choosing any top stakeholder analysis template or tool.

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Excellent ROI from the first month! 

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