Assessment Program Feature Page

Examples of Use Cases

1. Project Stakeholder Analysis

   You need to conduct a stakeholder analysis for a new project. Using the assessment feature, you create a customized assessment matrix tailored to the project's specific requirements, including factors such as influence, interest, and support. By segregating data based on project and linking them to specific engagement plans, you gain insights into the stakeholder for a specific project, team or situation, allowing for targeted engagement strategies.
   
   

2. Community Engagement Planning
   A community relations team is planning a series of engagement activities with local residents. The new assessment programs feature allows them to assess and map out stakeholder based on specific axis relevant only to the particular activity at hand. The visual mapping capability, allows to identify clusters of stakeholders enabling them to tailor outreach efforts and maximize community participation and support.
   
   

3. Government Relations Strategy
   A government relations team is developing a strategy to engage with policymakers and regulators on key legislative issues. Using the assessment programs feature, they analyze stakeholder to identify those with the highest level of influence, assess their level of support or opposition, and understand their policy priorities.

Main Features

Assessment Programs Section

• The Assessment Programs section is now available in the Stakeholder Engagement module.
• Users can create multiple assessment programs, each with customized axes to meet specific needs.
• Team Data Segregation: Each program can be assigned to one or multiple projects to ensure confidentiality and privacy.
• Linking to Engagement Plans: Programs can be connected to existing engagement plans and subject categories for integrated tracking.

Assessment Program Configuration

• Two axes can be pinned for quick access and displayed prominently in stakeholder assessments.
• Only users with the SE - Assessment Manager profile can configure programs.
• Set up alert triggers based on axis values to track significant changes and reassessments.
• The Assessment Matrix Widget can be configured with two axes to define the X and Y axes. Additionally, stakeholders can be categorized by either an attribute of the stakeholder or another assessment axis, determining the colors displayed in the chart for easy visualization.

Types of Axes

1. Value-based Axes: Customizable axes with specific values. These axes are assessed manually by users while performing assessments.
2. Calculated Axes: Support combinations of axes and mathematical formulas. These axes are calculated automatically and do not need to be entered.

Monitoring & Reporting

• Alerts generated by assessment changes are visible in the Monitoring Section.
• Alerts can be reported using widgets and scheduled for email notifications.
• A new Assessment Matrix Widget is available in the Chart Section of the Assessment Program, providing a visual overview of stakeholder assessments for easier analysis.

Stakeholder Page Enhancements

• The latest assessment is displayed on the stakeholder’s main page, with the ability to view detailed records based on the two pinned axes.
• Overall assessments from different programs and historical assessments can be viewed in the Assessment section of a stakeholder's page.

Access Levels

• SE - Assessment Manager: Can create and configure programs, edit, and delete assessments.
• SE - Assessment Data Entry: Can link stakeholders to programs and perform assessments.

This enhanced Assessment Program functionality offers more flexibility and insight into stakeholder engagement, helping users to make data-driven decisions and create more effective strategies.