---
ref_id: PR27
ref_type: Process
ref_name: "Plan Stakeholder Engagement"
version: "1.0.0"
status: Active
pmbok8_source: "PMBOK8 Guide §2.5"
companion_ref_shortcode: PG-APG-5.24
related_skills:
  - SKL-03-08
related_artifacts:
  - A07
file_path: "reference/processes/PR27-plan-stakeholder-engagement.md"
---
# PR27 — Plan Stakeholder Engagement

## Classification
- **Performance Domain:** Stakeholders
- **Process Group:** Planning
- **PMBOK 8 Reference:** Section 2.5
- **Process Groups Practice Guide Reference:** Section 5.24

---

## Purpose
Plan Stakeholder Engagement is the process of developing approaches to involve project stakeholders based on their needs, expectations, interests, and potential impact on the project. The key benefit is that it provides an actionable plan to interact effectively with stakeholders.

---

## Inputs
- Project charter
- Project management plan (resource management plan, communications management plan, risk management plan)
- Project documents: assumption log, change log, issue log, project schedule, risk register, stakeholder register
- Agreements
- Enterprise environmental factors
- Organizational process assets

---

## Tools & Techniques
- Expert judgment
- Data gathering (benchmarking)
- Data analysis (assumption and constraint analysis, root cause analysis)
- Decision making (prioritization/ranking)
- Data representation (mind mapping, stakeholder engagement assessment matrix)
- Meetings

---

## Outputs
- Stakeholder engagement plan

---

## Key Concepts
- The stakeholder engagement plan is developed early in the project life cycle and reviewed/updated regularly.
- Stakeholder engagement levels: unaware, resistant, neutral, supportive, leading.
- Stakeholder engagement assessment matrix maps current vs. desired engagement levels.
- Typical triggers for plan updates: new project phase, organizational changes, new stakeholders, outputs of change/risk/issue management.
- All stakeholders should be engaged proactively to minimize risks and maximize value delivery.

---

## Source Traceability
- PMBOK 8: Section 2.5
- Process Groups Practice Guide: Section 5.24

---

## Cross-References

| Related Item | Type | Relationship |
|---|---|---|
| A07 | Artifact | Primary artifact produced or updated by this process |
| SKL-03-08 | Skill | Skill that executes this process |

## Practitioner Notes

Practitioners executing this process should seek answers to the following questions:
1. Are stakeholder engagement strategies tailored to each stakeholder's influence and interest?
2. Are desired vs current engagement levels documented for each key stakeholder?
3. Is the engagement plan integrated with the communications management plan?
4. Are escalation paths for disengaged or resistant stakeholders defined?
5. Is the plan reviewed and updated at major lifecycle gates?

## Change Log

| Version | Date | Description | Author |
|---|---|---|---|
| 1.0.1 | 2026-06-03 | Added Cross-References, Practitioner Notes, and Change Log sections (F-12 Batch 4) | PMO Director |
