A project manager is leading a critical software upgrade project. During the initial planning phase, the manager's stakeholder analysis identifies the head of the accounting department as a key stakeholder. In a recent project-wide meeting, this department head appeared disengaged and later mentioned to another manager that they were concerned the project would disrupt their team's end-of-quarter reporting. What should be the project manager's best next step to effectively engage this stakeholder?
Request that the project team's business analyst perform a risk analysis on the potential financial impact of the accounting department's lack of support.
Escalate the issue to the project sponsor and ask them to reinforce the project's importance with the department head.
Schedule a one-on-one meeting with the department head to discuss their concerns, expectations, and the project's planned approach to mitigate disruptions.
Update the stakeholder engagement assessment matrix to classify the department head as 'Resistant' and increase the frequency of generic project status updates sent to them.
The correct answer is to schedule a dedicated meeting to understand the stakeholder's specific concerns and expectations. According to PMI best practices, the primary purpose of evaluating stakeholder engagement needs is to understand their expectations and tailor communication and engagement strategies accordingly. By directly engaging the stakeholder to discuss their concerns, the project manager can build trust, gather specific requirements (e.g., around the reporting period), and adjust the project plan or communication strategy to address the stakeholder's needs, turning a potentially resistant stakeholder into a supportive one. The other options are less effective first steps. Classifying the stakeholder as 'Resistant' without direct engagement is a passive step. Requesting a risk analysis focuses on the negative impact rather than proactively seeking a solution through engagement. Asking the sponsor to intervene should only be considered after direct attempts to engage have failed.
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