How to Make a Stakeholder Map in Excel | Impact Over Influence | Change Management Tools

[@Bell-uf9fn]

I have successfully completed creating my Stakeholder Matrix by using your tutorial. I would like to express my gratitude towards you, David, for providing such an insightful tutorial. It was a lot easier to follow than I initially anticipated, and I feel much more confident about utilizing the Stakeholder Matrix technique in the future. Thank you once again for your guidance.

[@lyndseynelson9536]

I followed this tonight, and I don’t want to sound dramatic, but it may be my greatest achievement in my career so far 🤣🤣 Thank you. I am normally hopeless at this sort of thing but you made it so easy.

[@scottkingery3211]

The Bob Ross of Excel Spreadsheets!

[@sharonquarrington4861]

Overlapping points is a huge limitation - but moving the labels is fairly easy. Might want to add that to the video. Thanks!

[@engcabdilaahi7356]

Thank you very much, i was drawing in Ms Word, then i found you here. thank you for they humbleness and kindness

[@IanHambly-f3m]

Thank you David, probably the best explained excel tutorial I've watched in years.

[@manojbala255]

Hey David, this is wonderful tool. Could you please help how did the maintain confidence, Keep informed, Monitor and collaborate with come from ?

[@patiencealexander2492]

I also would like to know how to add these to my own chart!

[@Owl_Pellets]

In a response to a comment further down: "Those ones are text boxes."

[@panteafard5661]

Fantastic! Thank you! I was supposed to create a partnership mapping matrix, and this tutorial helped a lot!

[@zumnantangshak8681]

A big thank you, David! I learned quite a lot by developing a risk assessment tool. The step-by-step guidance was really helpful in developing the tool.

[@ronaldyeo8277]

David, thanks so much for this, I am doing Project management for my MBA and our lecturer insisted on a Stakeholder Map of our Business Case!

[@babilaster]

Amazing. This is definitely one of the coolest and useful things I've seen. Thank you so much David!

[@ayobamiagbe3405]

Thank you , very helpful even after 2years

[@TheSoccerstarFreak]

Thanks for the great turorial, David. Really appreciate your enthusiasm.

[@TeddyBearns]

Fantastic. Straight to the point and great delivery.

[@mauriziomaleddu9961]

Thank you David, You are very good teacher, practical and clear, congratuations!!!

[@squigl3z78]

that was a journey . i never thought it would be so much technicals to create a chart

[@nathalieg7913]

Dear David, many many thanks for this tutorial, you saved my night lol. Thank you so much (from Paris and Rio)

[@nikhilananth6589]

Thank you David for this video. I have been able to work better with my project mgmt class team in my program and create deliverable better

[@meetajoshi2268]

@David McLachlan this video helped a lot to make my own Stakeholder metrix without anyone teaching me. This means a lot to me Thanks a lot Dave.

[@davidmclachlanproject]

You're welcome, thank you for watching 🙂

[@marscience9387]

Thank you David, you're going straight to heaven.

[@nelsiwempapane62]

This was the greatest tutorial ever! Thank you so much.

[@danielestebanaragoncardona2823]

I was really struggling with this 'cause I couldn't find a way to do it insteed of a combined graf with bars, but it didn't fit if the quantity of data changed. So many thanks for this solution!!

[@eyayatouji4323]

waw thank you I enjoyed watching the tutorial and doing it. I thought it is for advanced level. Thank you for making it sound easy. You did amazing job

[@LaryVictor]

Thank you and you have such a great and warm presentation skills. Subscribed straightaway!

[@shihanperera1169]

Thank you. Great tutorial and helps with my assignments.

[@aprezapashya1644]

thanks for your information Dave, the next question is how to give value to each of these individuals

[@mohdfaik]

Thank you... nice sheet... well done

[@kristiethacker9459]

Really helpful! Clear instructions which helped me create my own map within minutes!

[@Potencyfunction]

You can also make a coallition between your stalkeholders who have the same interests as your company has. The employee is not such interested in your vision and the whole "shit" is going into the same line. I mean there are two types of people in this world: the ones who conform and have a beaurocratic working life style and live on stagnation for years in the row and they ussualy are satisfacted with their small income/profitability and the ones who are out of coallition/team :the innovative ones, the ones who put in balance the fact that all is boring and society need to improve their life style. Having a coallition of " stagnating " sterotypes does not and will never go into the Blue Ocean for example, speaking of strategy. I mean if you are a fool stupid totally stupid-why the hell you keep people in stagnation. You can not comprehend that people need freedom of move witthout your stupidity or what is wrong in your brain?

[@salsharm]

Thank you David! I learned quite a few things through this video. Really appreciate it. I added differently colored rectangles to show quadrants, and it worked out great.

[@ocri4952]

Thank you for this. You have explained it so well, and made it look so easy, much appreciate it!

[@biflatin]

Great work David......very helpful!

[@AndreasBodin]

Absolutely phenomenal walkthrough, David! 🤩🙏🏻 Many thanks for this. How do I make it possible to use statuses Low, Mid, or High instead of 0 to 10?

[@aleememmanuel1110]

it was very helpful. thank you so much for all your great help

[@GeetanjaliChavan]

Thank you very much. It was really helpful :)

[@wowkolkata2189]

Great sir..thank you for wonderful tricks👏👏👏👍👍

[@paulc4018]

Great content this was very helpful.

[@SinclairIyama]

Awesome chart! Thanks for sharing such an interesting content. Cheers!

[@JULIOISAZA357]

Muchas gracias, Muy útil tu video y muy clara tu explicación. Me sirvió mucho para mi trabajo. Saludos!

[@davidmclachlanproject]

De nada, es un placer 🙂

[@STZ3E]

Excel skills on point my man!

[@shakeelahkassim1908]

Very useful, thank you. Quick one. What happens to stakeholders who rank 5,5?

[@Potencyfunction]

I like the mustard x and y axis. It stands out from the normal graphs that are highligted in black. Is not boring and it comes up with the differentation from normal .

[@sandrisf]

Great tool! It can be use for Eisenhower Matrix too!

[@thesparkyninja]

This is excellent, thanks for sharing

[@melindamaniatopoulos4124]

Fantastic tutorial Thank you 😀

[@anwaribrahim6912]

Thank you David🤩

[@hollylaw7926]

This is brilliant, thank you!

[@GuzmanKmilo]

Amazing David! Thank you.

[@Shazzalu]

Thank you, this was so useful rather than manually pulling together an infographic as I have done in the past. One thing I would like to do is add a sub-title of the Project name. I am sure this used to be possible, but like everything since 365, I can't find the option anymore. Any hints?

[@ndriakitasolonionjanirina6647]

simple, effective and wow !!!

[@perrymcleod6796]

Great video ​ @David McLachlan. I built a sheet today, and my client loves it! Question: is there a way to create 4 data series (or some other method) for the quadrants and colour them appropriately (Keep Satisified, Monitor....). Thank you for any help you can offer.

[@teferag1483]

Fantastic tutorial, thank you!

[@nailahreed7791]

This is super helpful! Thank you!! You gained a subscriber :)

[@II-MEDIC-II]

Thank you 😊 👍

[@externaledition6836]

Thank you king!

[@hoangocnguyen6368]

Love this! It’s super duper helpful!

[@DriveYorCareer]

awesome video. thanks david.

[@kpsocal7369]

Fantastic! Thank you!!!

[@marquettejackson3763]

I appreciate this video and consider myself intermediate level with excel however at time 4:16, I was lost with the name as you copied “Stakeholder” However the formula reads “Level of Impact over influence” and so does your chart axis. Would be helpful if you called out the buttons you are clicking. After several attempts I still can’t get past that past. 😢

[@GeetanjaliChavan]

Could you please tell me what it means by Impact of change and level of influence and their differences please 😊

[@hasnabruneau787]

thanks david really helpfull.

[@mrjadzia1234]

Thank you so much, that is super helpful

[@Animeechannel]

Thank you for this. I have one question, how do you make it populate on the grid if you have more than 20 Stakeholders? Mine stop populating automatically.

[@em-ellekaygee6621]

This is so useful, but I wonder how to split out the stakeholders who are all in the same space so it's possible to read them? I have tried with the settings but no luck. Please help, David!!

[@Abieee4725]

Thank you David, very clear explanation. However, I didn’t get maintain confidence, monitor, keep informed and maintain confidence updated on my map? Did I miss something?

[@davidmclachlanproject]

Those ones aren't labels as such, just add them as text boxes in the appropriate area 🙂

[@oranje5485]

The Bob Ross of excel

[@emmanuelbasam1381]

Awesome @David! Is it possible to make some tutorials on CPI, SPI and other Project Management key Metrics? Thanks

[@thelmalaide6039]

Thank you so much for this David. This has been a great tool and I enjoyed building it as well. Any ideas on how to show relationships (stakeholder network analysis) between stakeholders here? Thank you

[@davidmclachlanproject]

Gosh, really good question. I am not sure how to add networks on this sheet other than with manual lines or arrows. Something else that might work, might be an automatic grouping sheet I have (we could group stakeholders together, in departments for example): kzbin.info/www/bejne/pXe5fJeigd9nr9k

[@littlegucio]

Hey David, thank you for the great instruction. What, if I want to make a third column called "Attitude towards the project". Preferebly as a 3D Bubble Chart. I think it is called the Mendelow-Stakeholder-Matrix.

[@alishacollins8512]

Can you do something similar for google sheets? I tried to follow but some of the formatting is different.

[@jordanmcbride5262]

When adding additional data, I need help getting the data label to show. Any tips?

[@kalmkrew]

I used this to create a eisenhower matrix look

[@e11eme]

Thank you this was useful. However, some of the stakeholders fall on the same point or near, so the labels overlap. Do you have any suggestions to get around this?

[@davidmclachlanproject]

Great question! Here are a few ideas: We could separate them by a half point (i.e 0.5). We could select the name boxes and move them a little bit manually. Or, we could put the two (or more) people in the same cell in the table (underneath each other by pressing Alt + Enter for a new line). Hope this helps a bit! 🙂

[@perrymcleod6796]

​@@davidmclachlanproject Using integers works well.

[@robinannatilocca6426]

David, do you have a written tutorial to go with this video?

[@mjkb1983]

@David is there a way you can filter the stakeholders. For example if you have a large list of customers and you want to filter the stakeholders in separate accounts or geographical location

[@inncarelimited4692]

How do you add the Labels (Monitor, Maintain Confidence etc?) please

[@davidmclachlanproject]

Ah, these ones are just Text boxes. Go to insert > text box, and you can move it to wherever you like 🙂

[@perrymcleod6796]

@@davidmclachlanproject I tried that and even tried grouping the text box to the crt but that did not work. Would extra data series for each quadrant do the trick?

[@abrlkb2556]

Thank you

[@NatalieParker-k2i]

How do i resolve overlapping values in the graph?

[@dstrehl]

@David McLachlan, how do you automatically fix the Overlapping points?

[@realshan3988]

Thanks

[@firstbornuk]

Thanks for this David! One question, if I have two stakeholders with the same X,Y values, their names overlay on the chart and are not easy to read. Is there any way to prevent this happening?

[@davidmclachlanproject]

I usually add a .1 or .2 to one of the people, so it moves them just a bit 🙂

[@LearnWithVideos2013]

What reading materials would you recommend on impact over influence stakeholder analysis?

[@chialinl1855]

I have a difficulty in editing the lable contain (from the number to person01, person02..) in excel (office 2010) Would you kindly advice where I can find this modification?

[@SheherezadeDilaraSmajgert]

What happens if two people have exactly the same score? How would that look like?

[@calofyoung8105]

how do you get the numbers automatically? i am creating but struggling with the numbers on the impact and influence

[@fionamcveigh7418]

Did I miss a bit of the video where you showed how to put in the "Maintain Confidence" "monitor" labels?

[@davidmclachlanproject]

Not sure, but they are just text boxes. You can add them by "insert" > "text" 🙂

[@AhsanoorRashid-fg8zu]

Can this be done in Google Sheets?

[@brentwood321]

How did you add the maintain confidence and collaborate with etc labels?

[@davidmclachlanproject]

Those ones are text boxes.

[@jackieo7113]

Can you give the name of this specific XL doc? When I go to your site I see a myriad selection and can't find this one in particular

[@davidmclachlanproject]

Hey Jackie, yep! Number 42 in the pack. Got your message on Etsy, will respond there 😊

[@aahmd29]

How do you color each quadrant? Say if I want each quadrant a different color, how do I add that?

[@davidmclachlanproject]

Very good question. This is possible, but not straight forward. First create a Gif picture of the coloured quadrants you want (you can use PowerPoint to create it on a full page and save/output as a Gif file). In Excel on your scatter plot, right click the chart area, choose Format Plot Area > Fill > Picture or Texture Fill. In "picture source" you can use your quadrant picture as your chart background 🙂

[@aahmd29]

@@davidmclachlanproject It worked. Thank you for your help!

[@torontawy]

Can you offer the sheets you create online as examples ?

[@cressidapumpkin5392]

I’m lost at the additional heading to maintain confidence, etc. How to get that additional heading?

[@korman9872]

Tx sir

[@TheSharath4321]

Ur Amazing :)

[@denisgerov]

I have an issue I can't get rid of making my stakeholder map. My stakeholders are not spread according to the numbers in the chart. For example, a stakeholder with 7; 3 is at the same location as one with 3; 7 values for the respective categories.

[@vincentnikoikotei606]

Very straight forward and good lesson but too fast

[@kingdave294]

the arrow vanishes if it goes to 0. How to change that?

[@kingdave294]

solution: instead of the 100% yopu write down half the whole span of the diagram a field above. (in my case from the left to the rigt its 10 long so I wrote down 5)

[@JonasvanderWende]

Yes, but what happens if you have a lot of stakeholders with equal values? Then, they're all on the same point and you will have lost the overview.

[@nicholasalifa6871]

There is no 'values from the cell' option on the format data label on my Excel. Am I the only one? Can someone help?

[@angelavanek3814]

I'm pretty sure that I love you

[@johnbrennick8738]

You lost me after select data! That was fast...

[@randaalmutairi8520]

ياليل الترجمه مب واضح كيف نشوف !!!