The matrix template contains a number of rules for calculating the score.
- You can define as many rules as you want. Each of the rules can be met or not met.
- When no rules are met, the score is 0; when all rules are met, the score is 5.
- You can adjust how meeting a rule contributes to the matrix score by setting the level of importance.
The default template contains 12 rules in total, organized in three sets, where each set evaluates a type of stakeholder in the map:
- 4 rules regarding User Influencers
- 4 rules regarding Business Buyer
- 4 rules regarding Approvers
The set of rules per stakeholder type have the same structure, reflecting 4 stages in progressing your relationship with that stakeholder type:
- You have identified the stakeholders
- You have access to the stakeholders
- You have an excellent dialog with the stakeholders
- The stakeholders support your solution.
The syntax of a rule is to check whether a number of stakeholders (rows in the matrix) meet criteria regarding:
- Level of engagement, in terms of stakeholder access, cadence, support etc. You can combine any of the stakeholder attributes for this criterion.
- Intensity, in terms of how many of the team members should have a specific relationship to the stakeholder.
Here is an example
In the example below, the rule “Business Buyer in favor” is met, WHEN one or more stakeholders
- Have the options shown for the three attributes Stakeholder type, Access and Support level
- Have a Good relationship TO at least two team members (columns in the matrix).
Each of the rules can be met or not met; thus the contribution to the matrix score is not influenced by over fulfilling the rule.