Stakeholder
Engagement
—
Professional
Goals
1.
Skills
Profile
The
eight
competency
clusters
below
form
the
working
foundation
for
the
role
.
Each
cluster
is
assessed
at
the
half
-
yearly
review
on
a
four
-
point
scale
:
Foundational
,
Proficient
,
Advanced
,
Coaching
-
level
.
1.
STAKEHOLDER
MAPPING
&
ANALYSIS
2.
COMMUNICAT ION
&
INFLUENCE
3.
FACILITAT ION
&
CONVENING
4.
RELAT IONSHIP
MANAGEMENT
5.
CONSULTAT ION
&
ENGAGEMENT
PRACT ICE
6.
RESEARCH
,
DATA
&
INSIGHT
Stakeholder
identification
,
segmentation
and
prioritisation
Influence
–
interest
and
power
–
impact
grid
analysis
Salience
,
materiality
and
legitimacy
assessment
Decision
-
pathway
and
political
-
landscape
mapping
Network
and
relationship
graphing
Needs
,
expectations
and
risk
profiling
by
group
Plain
-
language
writing
for
mixed
and
non
-
specialist
audiences
Executive
briefings
,
memos
and
board
papers
Active
listening
and
empathetic
inquiry
Persuasive
presentation
to
councils
,
boards
and
community
forums
Key
-
message
discipline
and
narrative
development
Cross
-
cultural
communication
and
plain
-
English
conversion
Workshop
design
and
facilitation
,
in
-
person
and
virtual
Consensus
-
building
and
structured
conflict
mediation
Community
listening
sessions
,
town
halls
and
open
houses
Co
-
design
and
participatory
decision
-
making
methods
Ground
rules
,
psychological
safety
and
inclusive
practice
Managing
difficult
participants
and
hostile
rooms
Trust
-
building
across
long
time
horizons
Expectation
management
and
honest
,
early
disclosure
Partner
,
coalition
and
intermediary
stewardship
CRM
discipline
,
contact
governance
and
record
hygiene
Escalation
handling
and
grievance
response
Managing
disagreement
while
preserving
the
relationship
IAP
2
Spectrum
application
:
Inform
,
Consult
,
Involve
,
Collaborate
,
Empower
AA
1000
SES
and
GRI
-
aligned
engagement
methodology
Engagement
scoping
,
planning
and
scheduling
Feedback
loops
and
“
you
said
,
we
did
”
reporting
Accessibility
,
language
access
and
digital
inclusion
Statutory
and
non
-
statutory
consultation
design
Qualitative
interviewing
and
focus
group
moderation
Survey
design
,
sampling
and
quantitative
analysis
Sentiment
tracking
and
media
monitoring
Stakeholder
dashboards
and
engagement
metrics
Evidence
synthesis
for
decision
-
making
Insight
translation
into
actionable
recommendations
2 / 9
7.
GOVERNANCE
,
ET HICS
&
RISK
8.
PROGRAMME
&
PROJECT
MANAGEMENT
Data
protection
,
consent
and
confidentiality
obligations
Conflict
-
of
-
interest
and
probity
management
Social
licence
to
operate
and
reputation
assessment
Issue
management
and
crisis
communication
readiness
Freedom
-
of
-
information
and
disclosure
handling
Ethical
practice
with
vulnerable
and
marginalised
groups
Engagement
strategy
and
multi
-
year
workplan
development
Budgeting
,
forecasting
and
vendor
management
Cross
-
functional
coordination
with
legal
,
comms
and
operations
Risk
registers
,
issue
logs
and
tracking
discipline
Monitoring
,
evaluation
and
learning
frameworks
Team
supervision
,
mentoring
and
capability
transfer
3 / 9
2.
Professional
Goals
Twelve
goals
across
three
horizons
.
Each
is
written
so
that
completion
is
observable
by
a
third
party
—
no
goal
depends
on
interpretation
or
self
-
assessment
alone
.
2.1
Horizon
One
—
Months
1
to
6:
Foundations
Establish
visibility
,
baseline
the
current
state
,
and
close
the
most
visible
gaps
.
GOAL
01
Build
a
single
,
live
stakeholder
register
covering
the
full
portfolio
Identify
,
segment
and
prioritise
every
stakeholder
group
across
active
projects
and
publish
one
register
as
the
shared
source
of
truth
for
the
organisation
,
replacing
the
four
inconsistent
spreadsheets
currently
in
circulation
.
Segment
all
recorded
contacts
against
an
influence
–
interest
grid
and
assign
a
tier
(1, 2
or
3).
Capture
engagement
preference
,
accessibility
needs
and
known
sensitivities
for
each
tier
-1
contact
.
Agree
data
-
governance
rules
with
the
privacy
team
,
including
retention
and
consent
status
.
S UCCES S
MEAS URE
100%
of
tier
-1
stakeholders
mapped
; 90%
of
tier
-1
records
complete
against
the
required
-
field
standard
;
register
reviewed
and
re
-
baselined
quarterly
.
EVIDENCE
Published
register
extract
;
data
-
completeness
report
;
privacy
sign
-
off
memo
.
GOAL
02
Move
four
tier
-
one
relationships
from
“
Consult
”
to
“
Collaborate
”
on
the
IAP
2
spectrum
Shift
four
of
the
organisation
'
s
most
consequential
stakeholder
relationships
out
of
transactional
consultation
and
into
genuine
shared
decision
-
making
on
at
least
one
live
workstream
each
.
Run
a
scoping
conversation
with
each
party
to
agree
what
collaboration
will
mean
in
practice
.
Document
a
written
engagement
agreement
setting
out
influence
,
boundaries
and
decision
rights
.
Report
back
on
each
jointly
-
taken
decision
and
record
where
the
partner
changed
the
outcome
.
S UCCES S
MEAS URE
Four
written
engagement
agreements
signed
;
partner
satisfaction
rated
4.4/5.0
or
higher
in
the
mid
-
year
pulse
survey
;
at
least
three
documented
instances
where
partner
input
altered
a
decision
.
EVIDENCE
Signed
engagement
agreements
;
decision
-
change
log
;
pulse
survey
results
.
4 / 9
GOAL
03
Reduce
average
feedback
response
time
from
21
days
to
10
days
and
close
every
loop
in
writing
Stakeholders
currently
wait
an
average
of
three
weeks
for
a
reply
and
frequently
receive
none
at
all
.
Establish
a
published
service
standard
and
a
written
close
-
the
-
loop
practice
for
every
substantive
piece
of
feedback
received
.
Define
what
counts
as
a
“
substantive
”
item
and
route
all
others
to
an
auto
-
acknowledgement
within
24
hours
.
Publish
a
quarterly
“
you
said
,
we
did
”
summary
to
all
registered
stakeholders
.
Track
response
times
in
the
engagement
tracker
and
report
them
monthly
to
the
executive
team
.
S UCCES S
MEAS URE
Median
response
time
of
10
days
or
fewer
; 100%
of
substantive
items
receiving
a
written
outcome
;
at
least
90%
of
registered
stakeholders
receiving
the
quarterly
summary
.
EVIDENCE
Engagement
tracker
data
;
four
quarterly
summaries
;
monthly
executive
reports
.
GOAL
04
Complete
formal
engagement
certification
and
apply
it
to
a
live
project
Formalise
existing
on
-
the
-
job
practice
with
recognised
qualifications
,
and
demonstrate
application
by
rebuilding
one
active
project
'
s
engagement
plan
against
the
framework
learned
.
Complete
IAP
2
Foundations
training
and
the
IAP
2
Certificate
in
Engagement
.
Complete
an
AA
1000
SES
practitioner
course
or
equivalent
assurance
-
training
module
.
Rewrite
the
engagement
plan
for
one
live
project
,
documenting
what
changed
and
why
.
S UCCES S
MEAS URE
Both
certifications
awarded
within
the
horizon
;
one
rewritten
engagement
plan
approved
by
the
project
sponsor
.
EVIDENCE
Certificates
;
revised
plan
with
an
annotated
change
summary
.
2.2
Horizon
Two
—
Months
6
to
12:
Building
5 / 9
Turn
individual
good
practice
into
repeatable
organisational
systems
.
GOAL
05
Establish
a
Stakeholder
Advisory
Panel
of
12
to
16
standing
members
Create
a
standing
body
drawn
from
community
,
customer
,
regulatory
,
supplier
and
internal
groups
that
meets
quarterly
and
has
a
formal
route
into
planning
decisions
,
rather
than
ad
-
hoc
reference
groups
convened
after
a
decision
is
made
.
Agree
the
panel
'
s
remit
,
decision
rights
and
reporting
line
with
the
executive
team
.
Recruit
across
all
five
stakeholder
groups
with
deliberate
attention
to
under
-
represented
voices
.
Set
a
standing
commitment
that
all
panel
recommendations
receive
a
written
organisational
response
within
30
days
.
S UCCES S
MEAS URE
12–16
members
seated
;
four
meetings
held
in
the
year
;
average
attendance
75%
or
higher
; 100%
of
recommendations
answered
in
writing
within
30
days
.
EVIDENCE
Panel
terms
of
reference
;
attendance
register
;
recommendation
-
response
log
.
GOAL
06
Launch
a
monthly
stakeholder
sentiment
dashboard
for
the
executive
team
Replace
anecdote
with
a
consistent
measurement
picture
:
sentiment
by
stakeholder
group
,
engagement
volume
,
response
performance
and
emerging
issues
,
reported
on
a
single
page
every
month
.
Define
six
to
eight
metrics
that
are
stable
,
comparable
month
to
month
,
and
honest
about
their
limitations
.
Automate
collection
from
the
register
,
tracker
,
survey
tool
and
media
monitoring
service
.
Add
a
short
written
interpretation
each
month
—
numbers
without
a
reading
are
not
a
dashboard
.
S UCCES S
MEAS URE
Dashboard
live
by
month
eight
;
delivered
on
time
for
six
consecutive
months
;
referenced
in
at
least
three
executive
decisions
and
minuted
as
such
.
EVIDENCE
Six
published
dashboards
;
executive
minutes
citing
the
metric
set
.
6 / 9
GOAL
07
Deliver
a
facilitation
and
engagement
skills
programme
to
20
colleagues
Engagement
quality
currently
depends
on
who
happens
to
be
in
the
room
.
Build
baseline
capability
across
project
,
communications
and
operations
staff
so
that
standard
engagement
conversations
are
handled
consistently
without
escalation
.
Design
a
two
-
module
programme
:
facilitation
fundamentals
,
and
handling
difficult
conversations
.
Deliver
to
20
colleagues
across
at
least
three
departments
within
the
horizon
.
Measure
capability
before
and
after
using
a
short
scenario
-
based
assessment
.
S UCCES S
MEAS URE
20
colleagues
complete
both
modules
;
average
confidence
score
improvement
of
20
percentage
points
or
more
;
course
rated
4.0/5.0
or
higher
.
EVIDENCE
Attendance
records
;
pre
-
and
post
-
assessments
;
participant
feedback
summary
.
GOAL
08
Formalise
the
escalation
and
grievance
protocol
with
a
48-
hour
acknowledgement
standard
Issues
currently
escalate
informally
and
inconsistently
,
which
exposes
the
organisation
to
avoidable
reputational
risk
and
leaves
stakeholders
unsure
whether
they
have
been
heard
.
Define
severity
tiers
with
clear
triggers
,
owners
and
maximum
response
times
.
Agree
the
interface
with
legal
,
complaints
and
health
-
and
-
safety
channels
to
avoid
duplicate
handling
.
Run
one
tabletop
exercise
per
half
-
year
against
a
realistic
escalation
scenario
.
S UCCES S
MEAS URE
Protocol
approved
and
published
internally
; 100%
of
escalated
items
acknowledged
within
48
hours
;
two
tabletop
exercises
completed
with
documented
lessons
.
EVIDENCE
Approved
protocol
document
;
escalation
log
;
exercise
debrief
notes
.
2.3
Horizon
Three
—
Months
12
to
24:
Leading
7 / 9
Move
from
delivery
to
influence
,
assurance
and
capability
building
.
GOAL
09
Secure
approval
and
budget
for
a
two
-
year
Stakeholder
Engagement
Strategy
Shift
engagement
from
a
project
-
level
add
-
on
to
a
funded
organisational
commitment
with
named
owners
,
resourcing
and
a
stated
standard
of
practice
.
Develop
the
strategy
with
explicit
objectives
,
target
stakeholder
outcomes
and
a
costed
delivery
plan
.
Obtain
formal
executive
endorsement
and
a
committed
two
-
year
budget
line
.
Publish
the
strategy
externally
in
accessible
language
,
not
just
internally
.
S UCCES S
MEAS URE
Strategy
formally
approved
by
the
executive
team
;
two
-
year
budget
confirmed
;
external
version
published
on
the
organisation
'
s
website
.
EVIDENCE
Approval
decision
;
budget
line
confirmation
;
published
strategy
document
.
GOAL
10
Publish
the
organisation
'
s
first
annual
Stakeholder
Engagement
Report
Produce
a
public
account
of
who
was
engaged
,
what
they
said
,
what
changed
as
a
result
,
and
what
the
organisation
did
not
act
on
and
why
.
Honest
reporting
of
the
last
point
is
what
gives
the
rest
credibility
.
Align
the
report
structure
to
AA
1000
SES
principles
and
GRI
413
where
applicable
.
Include
a
section
on
issues
raised
and
not
actioned
,
with
the
reasoning
stated
plainly
.
Have
the
reporting
process
reviewed
externally
for
material
accuracy
before
publication
.
S UCCES S
MEAS URE
Report
published
within
12
months
of
strategy
approval
;
external
review
completed
;
at
least
one
recommendation
from
the
report
adopted
into
the
following
year
'
s
plan
.
EVIDENCE
Published
report
;
external
review
letter
;
subsequent
plan
amendment
.
GOAL
11
Sign
five
formal
partnership
agreements
with
community
and
industry
partners
Convert
recurring
informal
goodwill
into
durable
,
documented
partnerships
with
shared
objectives
,
defined
contributions
and
a
review
date
.
Shortlist
partners
where
sustained
collaboration
creates
measurable
mutual
benefit
.
Negotiate
agreements
setting
out
purpose
,
contributions
,
governance
and
exit
conditions
.
Review
each
partnership
at
twelve
months
against
its
stated
objectives
.
S UCCES S
MEAS URE
Five
partnership
agreements
executed
; 100%
reviewed
at
twelve
months
;
at
least
four
rated
as
delivering
against
all
stated
objectives
.
EVIDENCE
Executed
agreements
;
twelve
-
month
review
notes
.
8 / 9
GOAL
12
Build
internal
capability
by
mentoring
two
coordinators
to
independent
delivery
Reduce
the
organisation
'
s
dependence
on
a
single
practitioner
by
developing
two
coordinators
to
plan
,
run
and
report
on
a
full
engagement
cycle
without
supervision
.
Agree
individual
development
plans
with
each
coordinator
,
tied
to
the
skills
profile
in
Section
1.
Hand
over
lead
responsibility
on
one
live
project
per
coordinator
,
with
structured
checkpoints
.
Conduct
a
formal
capability
sign
-
off
at
the
end
of
the
horizon
.
S UCCES S
MEAS URE
Two
coordinators
independently
leading
at
least
one
full
engagement
cycle
each
;
capability
sign
-
off
recorded
against
at
least
six
of
the
eight
competency
clusters
at
Proficient
or
above
.
EVIDENCE
Development
plans
;
project
handover
records
;
signed
capability
assessment
.
3.
Progress
Measurement
at
a
Glance
Goal
summary
—
horizon
,
focus
area
,
primary
measure
and
review
cadence
.
GOAL
FOCUS
AREA
HORIZON
PRIMARY
MEASURE
REVIEWED
01
Mapping
&
analysis
Months
1–6
Tier
-1
coverage
and
record
completeness
Quarterly
02
Engagement
practice
Months
1–6
Four
relationships
at
“
Collaborate
”
Quarterly
03
Communication
Months
1–6
Median
response
time
;
loop
closure
rate
Monthly
04
Capability
Months
1–6
Certifications
awarded
;
plan
rewritten
Half
-
yearly
05
Governance
Months
6–12
Panel
seated
,
meeting
and
response
rate
Quarterly
06
Research
&
insight
Months
6–12
Six
consecutive
on
-
time
dashboards
Monthly
07
Capability
Months
6–12
20
colleagues
trained
;
confidence
uplift
Half
-
yearly
08
Risk
&
ethics
Months
6–12
48-
hour
acknowledgement
compliance
Monthly
09
Strategy
Months
12–24
Strategy
and
budget
approved
Half
-
yearly
10
Assurance
Months
12–24
First
annual
report
published
Annually
11
Partnerships
Months
12–24
Five
agreements
executed
and
reviewed
Half
-
yearly
12
Leadership
Months
12–24
Two
coordinators
signed
off
Half
-
yearly
9 / 9
