# Getting Partners and Stakeholders on Board

To jump to the Project Initiation main page, click [here]().&#x20;

Read this section and then use the **stakeholder checklist** and [**Project Overview Document**](https://docs.google.com/document/d/1xDjx5-Wfqbsi8WnyaOrEQd-r98a_p27Jjp6WQ4nj_zc/edit) to make sure you have all the information you need to start a project.

\*see [Stakeholder Managemen](../project-planning/stakeholder-management)t, Project Implementation.

## ENGAGING STAKEHOLDERS

The first stage of every project. Get to know:&#x20;

**WHO**&#x20;

* is involved
  * internally
  * externally

**HOW**&#x20;

* invested each partner and stakeholder is in the project's success
* they can potentially contribute

**WHAT**&#x20;

*   respectively, is each partner and stakeholders' level of commitment to the project

    they want to contribute

    * Financially
    * To the labour process

### 1. What are the DESIRED GOALS & OUTCOMES for each stakeholder?

* What do they want out of the project?&#x20;

Use the goals and outcomes to create a concept note that explains how the project supports OpenUp's mission.&#x20;

[Concept note template.](https://docs.google.com/document/d/1K-mBZlabZYBi_LApktb7eYpmR1NCo7M8oroDechZfA8/edit)&#x20;

### 2. What are the RESOURCE CAPACITIES of each stakeholder?

Commitments should be made up front regarding how much **time** and **money** each stakeholder is able to provide. Project managers should keep each part accountable. Resources- grants, funding, manpower, etc.- should be factored into the project budget.&#x20;

For more on resource capacity, see [here.](defining-project-parameters-and-limitations)&#x20;

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For more information, see Budgets and Finance.&#x20;

### 3.DEFINE THE ROLES of all parties involved.&#x20;

Defining and delegating roles- a step preceded by **getting to know the skill sets and limitations of the people on hand**- is a vital part of the early planning process.&#x20;

Delegating and defining roles clearly defined roles and communicating them to everyone is vital to a successful project. Knowing what people can and cannot do, will help you plan accordingly.

#### Common roles include:

* [Product Owner](../../project-planning/common-roles#product-owner) (See also: [https://www.scaledagileframework.com/product-owner/](https://www.scaledagileframework.com/product-owner/))
* [Project Manager](../../project-planning/common-roles#project-manager)
* [Implementers ](../../project-planning/common-roles#lead-developer)(coders, designers, writers etc.)
* [Communications or Marketing](../../project-planning/common-roles#communications-and-marketing-lead)

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Add the stakeholders details to **stakeholder database**.
