Stakeholder Map

This article covers the Stakeholder Map of Accord, located within the Team page.

Content

1. What is a Stakeholder Map?
2. Setting up your Stakeholder Map
   • Editing Members
   • Attaching sentiments and notes to members
3. Using Internal Members and Placeholders
   • Internal Member
   • Internal Placeholder

1. What is a Stakeholder Map?

The Stakeholder Map is a hierarchical chart of your buyer's organization.

The Stakeholder Map helps you understand your buyer’s reporting structure and effectively multi-thread.

2. Setting up your Stakeholder Map

In order to get started with your Stakeholder Map, simply:

1. Navigate to the Accord that you're interested in creating a Stakeholder Map for
2. Select Team in the top navigation bar
3. Click "Stakeholder Map" on the buyer's side of the Team page

From there, you'll be able to select the starting node of your Stakeholder Map:

Once you've selected a starting node, you have several options in building out your Stakeholder Map further:

1. Top ➕: Create a relationship between the starting node and the member that they report to.
2. Bottom ➕: Create a relationship between the starting node and a member that report directly to them.
3. Inner Side ➕: Create a relationship between the starting node and a member that is located laterally to them within the same business unit.
4. Outer Side ➕: Create a relationship between the starting node and a member that is located laterally to them within a different business unit.

Once you've built out your Stakeholder Map, it should look something like this:

Editing Members

From the Stakeholder Map, you can edit each member once you know more about them. To do this, simply:

1. Select "⋮" on the top-right hand corner of the member's tile
2. Click "Edit"
3. Fill out the missing information about the member
4. Click "Save Changes"

Attaching sentiments and notes to members

Within the Stakeholder Map, you have the ability to add context to each member in the form of sentiment badges and notes.

In order to add a sentiment to a member, click the "🙂" icon on the top-right hand corner of their tile:

Once a sentiment has been set for a member, the corresponding sentiment badge will be visible from the Stakeholder Map.

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Adding a note to a member can be done from their detailed member card, which can be accessed be clicking their avatar (either their profile picture or first initial) on the Stakeholder Map:

3. Using Internal Members and Placeholders

In creating your Stakeholder Map, there are inevitably going to be instances where certain relationships are ambiguous. Some examples include:

1. I know that there is a relationship between Connor and a person named "Willa" in the organization
2. I know that Connor has a Legal Assistant who reports directly to him
3. I know that Tom has 5 other direct reports aside from Greg
4. I know that Gerri is going to play a part in this evaluation, but I don't want to invite her to the Accord yet

In these scenarios, you're able to use the Internal Member and Internal Placeholder function to establish these more nebulous relationships, with the ability to flesh them out further when you know more.

Internal Member

An Internal Member is a specific individual within an organization that you want to add to the Stakeholder Map, but either:

1. You're missing information about the individual, OR
2. Don't want it visible to others in the buyer's organization yet, OR
3. Not ready to invite them into the Accord yet

In the above example, this would fit the category of a person like "Willa".

To create an Internal Member, simply:

1. Select a ➕ from a node that the Internal Member has a relationship with
2. Type in the name of the Internal Member
3. Select "Add Internal Member" in the dropdown menu

Just like standard members, you can edit Internal Members once you've learned more about their exact name, role, and email address.

To do this, select "⋮" on the top-right hand corner of the Internal Member's tile and click "Edit" to fill in the missing information:

When you're ready to invite Willa into the Accord and convert her from an Internal Member to a standard member, you can select "⋮" on the top-right hand corner of her tile and click "Invite":

Internal Placeholder

An Internal Placeholder is a role or persona that exists within the Stakeholder Map or a more general relationship to a group of people within the organization.

In the above example, this would fit the category of the Legal Assistant to reports to Connor or Tom's unnamed direct reports.

To create an Internal Placeholder, simply:

1. Select a ➕ from a node that the Internal Placeholder has a relationship with
2. Type in the name of the Internal Placeholder
3. Select "Add Internal Placeholder" in the dropdown menu

Once you've created the Internal Placeholder, you have two options if/when you want to add more detail:

1. You can assign the Internal Placeholder to an Internal Member of the Stakeholder Map
2. You can assign the Internal Placeholder to a member of the Stakeholder Map
3. You can assign the Internal Placeholder to a member in the Team page that isn't reflected in the Stakeholder Map.