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OnTrackNorthAmerica has developed an innovative method for stakeholder identification and cataloging that supercharges facilitation, collaboration, and results for any challenge or opportunity. We have successfully used this method for over thirty years, advising on infrastructure projects across 47 U.S. states and Canadian provinces.
===A Comprehensive Approach to Stakeholder Engagement===


Stakeholder engagement is often stymied right from the start by the question, “Who are all the stakeholders?" The answer can seem indiscernible until you think out the list or catalog of stakeholder groups within an industrial system or geographic area. Once you have established that framework, you can focus on the relevant entities and individuals within each group. All stakeholders can then be identified and included. It’s no longer overwhelming. We have found a particular CRM software platform, Act!, to be well-suited for cataloging and accessing stakeholders by these groups and subgroups. Along with the IntelliSynthesis® dialogue methodology, 360° Stakeholder Mapping provides the essential tool for the level of collaboration and coordination required to address the world's most significant challenges.
OnTrackNorthAmerica has pioneered an '''innovative approach to stakeholder identification and cataloging''' that supercharges facilitation, collaboration, and results for any challenge or opportunity. We have successfully used this methodology for over thirty years, advising on infrastructure projects across 47 U.S. states and Canadian provinces. 360° Stakeholder Mapping serves as the cornerstone of all CAPSI Industry Action Plans and IntelliConferences®.


360° Stakeholder Mapping is the solution for ensuring the effective participation of all stakeholders, including representatives from sectors like academia, advocacy, business, community, funders, government, labor, and media. Identifying who to include from each sector for a new initiative starts with thorough online research. However, the key is to engage with knowledgeable individuals in the industry or region to determine who needs to be part of the process. Consider these three questions to guide your thinking…
=====The Challenge=====


# What is the ecosystem of stakeholders you want to engage to transform the results of that system?
Stakeholder engagement often faces an initial challenge: a key question, '''"Who are all the stakeholders?"''' The answer can seem insurmountable until you systematically create a detailed list or catalog of stakeholder groups within an industrial system or geographic area. Without this framework, identifying all relevant parties is difficult.
# What groups comprise all stakeholders in that arena and community?
# What group and subgroup designations enable specific conversations with the stakeholders most involved with that subject?


Create your groups and subgroups based on what you think will help meet the project’s objectives. Assign each stakeholder to multiple groups by sector, role, and geography. Consider the geographic scope of the ecosystem. Sometimes, you may want to communicate with everyone in a specific county, region, state, or country, or organize stakeholders into geographic teams.
=====The Solution: 360° Stakeholder Mapping=====


At other times, you might want to engage in conversations with all individuals who provide transportation services or work in the mining industry, whether in the private or public sector. For example, creating subgroups within a public-sector Uber group for federal, state, and local governments can be helpful. Since these individuals are likely to have other group assignments, you can efficiently gather cross-sector stakeholders around a specific topic.
360° Stakeholder Mapping offers a systematic approach to ensuring the effective '''participation of all stakeholders across diverse sectors.''' Once you establish a clear framework of stakeholder groups, you can focus on the relevant entities and individuals within each group to engage in advancing specific projects. All stakeholders can then be identified and included—it's no longer overwhelming.


This specificity demonstrates respect for stakeholders' time and energy, engenders trust and participation, and facilitates long-term engagement.
We have found a particular CRM software platform, Act!, to be well-suited for cataloging and accessing stakeholders by these groups and their logical subgroups. Along with IntelliSynthesis®, this essential tool enables '''the level of collaboration and coordination needed''' to address significant challenges.


Collaboration and coordination require this method to provide relevant information to the appropriate people. Gathering input, perspectives, and commitments is remarkably efficient when you build an initiative’s stakeholder database in this manner. Industrial systems are for people, managed by people, and have an impact on people. With this practical approach to stakeholder facilitation, all the right people can redesign our industrial systems.
===Primary Sectors and Initial Mapping===
 
We typically begin mapping participants from these primary sectors: Academia, Advocacy, Business, Community, Funders, Government, Labor, and Media.
 
Deciding who to include from each sector for a new initiative starts with current knowledge and online research. However, the key is to have conversations with informed individuals in the industrial sector or region to determine who needs to be involved. This collaborative approach actively '''engages community and industry members as contributors to the stakeholder mapping process.'''
 
===Finetuning the Stakeholder Mapping===
 
=====Create Strategic Groups and Subgroups=====
Develop your groups and subgroups while considering '''the project's objectives and the key topics''' that need to be discussed. Consider the ecosystem's geographic scope and the various roles stakeholders play.
 
=====Three Key Questions to Guide Your Thinking:=====
 
# Who are the stakeholders you want to involve in changing the outcomes of that system?
# Who are all the groups that make up the stakeholders in that arena and community?
# What subgroup designations facilitate conversations with the right stakeholders for specific topics?
 
===== Multi-Dimensional Classification =====
Assign each stakeholder to multiple groups and subgroups based on their sector, role, and geographic location. This '''multidimensional approach enables flexible engagement strategies''' tailored to diverse needs and contexts.
 
===== Hierarchical Subgrouping =====
You might find it helpful to '''create subgroups within larger categories.''' For example, set up subgroups for federal, state, and local governments within a "Public sector" umbrella group. This hierarchy enables more precise and relevant communication.
 
=====Geographic and Industry Organization=====
Sometimes you need to '''communicate with everyone''' in a specific county, region, state, or country, or organize stakeholders into geographic teams. At other times, you may want to convene discussions with all individuals who provide specific services, such as transportation, or work in particular industries, like mining.
 
=====Cross-Sector Engagement:=====
Assigning people to multiple group designations allows you to easily bring together '''cross-sector stakeholder discussions on specific topics.''' This flexibility is essential for tackling complex, multi-faceted challenges that cross traditional boundaries.
 
===The Benefits of This Specificity===
 
This level of specificity demonstrates '''respect for stakeholders' time and effort''', fosters trust and encourages participation, and promotes long-term engagement. When stakeholders see that their involvement is focused and relevant to their skills and interests, they are more likely to participate actively and maintain their engagement over time.
 
===The Fundamental Principle===
 
Industrial systems are for people, managed by people, and have an impact on people. The key to large-scale collaboration and progress is engaging all relevant stakeholders within the ecosystem. Sharing and receiving input, perspectives, and commitments become highly effective when you build an initiative's participant database using 360° Stakeholder Mapping.
 
This practical approach to stakeholder facilitation '''allows the right people to collaborate in redesigning our industrial systems''', developing solutions that genuinely serve the communities and industries they affect.

Latest revision as of 20:18, 23 July 2025

A Comprehensive Approach to Stakeholder Engagement

OnTrackNorthAmerica has pioneered an innovative approach to stakeholder identification and cataloging that supercharges facilitation, collaboration, and results for any challenge or opportunity. We have successfully used this methodology for over thirty years, advising on infrastructure projects across 47 U.S. states and Canadian provinces. 360° Stakeholder Mapping serves as the cornerstone of all CAPSI Industry Action Plans and IntelliConferences®.

The Challenge

Stakeholder engagement often faces an initial challenge: a key question, "Who are all the stakeholders?" The answer can seem insurmountable until you systematically create a detailed list or catalog of stakeholder groups within an industrial system or geographic area. Without this framework, identifying all relevant parties is difficult.

The Solution: 360° Stakeholder Mapping

360° Stakeholder Mapping offers a systematic approach to ensuring the effective participation of all stakeholders across diverse sectors. Once you establish a clear framework of stakeholder groups, you can focus on the relevant entities and individuals within each group to engage in advancing specific projects. All stakeholders can then be identified and included—it's no longer overwhelming.

We have found a particular CRM software platform, Act!, to be well-suited for cataloging and accessing stakeholders by these groups and their logical subgroups. Along with IntelliSynthesis®, this essential tool enables the level of collaboration and coordination needed to address significant challenges.

Primary Sectors and Initial Mapping

We typically begin mapping participants from these primary sectors: Academia, Advocacy, Business, Community, Funders, Government, Labor, and Media.

Deciding who to include from each sector for a new initiative starts with current knowledge and online research. However, the key is to have conversations with informed individuals in the industrial sector or region to determine who needs to be involved. This collaborative approach actively engages community and industry members as contributors to the stakeholder mapping process.

Finetuning the Stakeholder Mapping

Create Strategic Groups and Subgroups

Develop your groups and subgroups while considering the project's objectives and the key topics that need to be discussed. Consider the ecosystem's geographic scope and the various roles stakeholders play.

Three Key Questions to Guide Your Thinking:
  1. Who are the stakeholders you want to involve in changing the outcomes of that system?
  2. Who are all the groups that make up the stakeholders in that arena and community?
  3. What subgroup designations facilitate conversations with the right stakeholders for specific topics?
Multi-Dimensional Classification

Assign each stakeholder to multiple groups and subgroups based on their sector, role, and geographic location. This multidimensional approach enables flexible engagement strategies tailored to diverse needs and contexts.

Hierarchical Subgrouping

You might find it helpful to create subgroups within larger categories. For example, set up subgroups for federal, state, and local governments within a "Public sector" umbrella group. This hierarchy enables more precise and relevant communication.

Geographic and Industry Organization

Sometimes you need to communicate with everyone in a specific county, region, state, or country, or organize stakeholders into geographic teams. At other times, you may want to convene discussions with all individuals who provide specific services, such as transportation, or work in particular industries, like mining.

Cross-Sector Engagement:

Assigning people to multiple group designations allows you to easily bring together cross-sector stakeholder discussions on specific topics. This flexibility is essential for tackling complex, multi-faceted challenges that cross traditional boundaries.

The Benefits of This Specificity

This level of specificity demonstrates respect for stakeholders' time and effort, fosters trust and encourages participation, and promotes long-term engagement. When stakeholders see that their involvement is focused and relevant to their skills and interests, they are more likely to participate actively and maintain their engagement over time.

The Fundamental Principle

Industrial systems are for people, managed by people, and have an impact on people. The key to large-scale collaboration and progress is engaging all relevant stakeholders within the ecosystem. Sharing and receiving input, perspectives, and commitments become highly effective when you build an initiative's participant database using 360° Stakeholder Mapping.

This practical approach to stakeholder facilitation allows the right people to collaborate in redesigning our industrial systems, developing solutions that genuinely serve the communities and industries they affect.

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