About rules and the matrix score

The matrix score measures the current state of completeness of your stakeholder map.

The score is influenced by

  • The number of stakeholders identified across the different stakeholder types: Approver, Business Buyer, User Influencer etc. 
  • Your level of engagement with each of the stakeholders: How is your access, what is your cadence of meetings, what is their level of support for your solution etc.
  • The intensity of relationships between each of the stakeholders and your team members: How many of your team members have excellent relationships with the stakeholder?

As your team will be working with the stakeholders, you can reflect on your joint progress by updating the stakeholder analysis with their new state of access, cadence, support etc. Thus the Matrix Score will move from 0 being no stakeholders have been identified to 5 being the ideal state of the stakeholder map.

The score of the Matrix is controlled by calculation rules set up by your system admin. See below for the in depth explanation.  

Are you an admin? Then this is for you. 

You can define as many rules as you want in order to calculate the score.

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. These are organized in three sets, where each set evaluates a type of stakeholder in the map:

  • 4 rules regarding Approver
  • 4 rules regarding Business Buyer
  • 4 rules regarding User Influencer

The set of rules per stakeholder type have the same structure, reflecting four stages in progressing your relationship with the stakeholder in question:

  • 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. 



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. 

NB: In the example above, the rule is met when 2 team members have Good relationships to the Business Buyer. The score does not increase if 5 team members have Good relationships to the Business Buyer. 

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