Stakeholder Engagement Assessment Matrix: Current vs Desired Levels

PMBOK v8 Definition

The Stakeholder Engagement Assessment Matrix is a matrix that compares current and desired stakeholder engagement levels. In Figure 5-23, C represents the current engagement level of each stakeholder and D indicates the level that the project team has assessed as essential to ensure project success (desired). The gap between current and desired for each stakeholder directs the level of communications necessary to effectively engage the stakeholder. The five engagement levels are: Unaware, Resistant, Neutral, Supportive, and Leading.

Why It Matters for the Exam

This concept appears frequently in PMI exam questions about stakeholder performance domain and communications management. Questions typically test your ability to interpret the matrix, identify the gap between current and desired states, and determine appropriate actions to close that gap. Expect scenario-based questions where you must select the correct engagement level classification or recommend communication adjustments based on the matrix analysis.

Key Points to Remember (for the exam)

• Five Engagement Levels: Unaware → Resistant → Neutral → Supportive → Leading (tested in order and definitions)
• C vs D Meaning: C = Current engagement level; D = Desired engagement level (essential for project success)
• Gap Analysis Purpose: The gap between C and D directs the level of communications needed to engage the stakeholder effectively
• Essential Element: Closing the gap between current and desired is an essential element of monitoring stakeholder engagement
• Key Tool: Stakeholder Engagement Assessment Matrix is the tool for comparing current and desired levels
• Classification Method: One way to classify engagement levels is shown in Figure 5-23 (memorize the five categories)
• Common Confusion: Do not confuse "Supportive" (aware and supportive) with "Leading" (actively engaged in ensuring project success)

Typical PMI Exam Example

A project manager reviews the Stakeholder Engagement Assessment Matrix and finds Stakeholder X has a "C" at Resistant and a "D" at Supportive. What should the project manager do first? Answer: Increase communications to close the gap between current (Resistant) and desired (Supportive) engagement levels.

PMI Exam Traps

• Trap: Confusing "Neutral" with "Supportive"

  • Reality: Neutral means aware but neither supportive nor unsupportive; Supportive means aware and supportive of work and outcomes

• Trap: Thinking C and D represent the same thing

  • Reality: C = current (where stakeholder IS); D = desired (where stakeholder NEEDS to be for project success)

• Trap: Overlooking that "Resistant" stakeholders are aware but unsupportive

  • Reality: Resistant stakeholders are aware of potential impacts but resistant to changes; they will be unsupportive

• Trap: Assuming "Leading" and "Supportive" are interchangeable

  • Reality: Supportive stakeholders support the project; Leading stakeholders actively engage to ensure project success

Important PMI Connections

Quick Review Questions

1. In Figure 5-23, what do C and D represent in the Stakeholder Engagement Assessment Matrix?

2. A stakeholder is aware of the project but neither supportive nor unsupportive. Which engagement level is this?

3. What is the primary purpose of identifying the gap between current and desired stakeholder engagement levels?

4. Which engagement level describes a stakeholder who is aware of the project and actively engaged in ensuring project success?

5. True or False: The Stakeholder Engagement Assessment Matrix compares current and desired stakeholder engagement levels using five classifications.

PMBOK v8 Reference

Section 5.2 - Stakeholder Engagement Assessment Matrix (pages 200-201, Figure 5-23)