top of page

Utilizing state-of-science stakeholder analysis for effective engagement - Part 1

Rationale: Stakeholder engagement benefits from a systematic approach to identifying organizations and individuals, understanding stakeholders’ perspectives, gathering intelligence and strategic planning. Covenant Health Palliative Institute has adapted the Kammi Schmeer (2000) three-phase stakeholder analysis methodology for more effective engagement of partners to work towards a common agenda. Strategy requires a comprehensive approach, and benefits from an understanding of the following seven domains: knowledge, interest, position, leadership, alliance, power and resources. 


Objective: Participants in this presentation will learn how to conduct effective stakeholder analysis and engage organizations to achieve strategic objectives. This presentation is based on the experience of the Palliative Institute’s engagement with stakeholders to develop policy at the provincial and national levels. 


Phase I (Identify): We first identify organizations and individuals with decision-making authority. In one initiative, stakeholders are identified through their contributions to national reports, legislative bills and judicial court cases utilizing a comprehensive systematic review and environmental scan of policy documents. Content analysis is then used to identify relevant organizations. A second initiative leverages data sources made publicly available across societal sectors (e.g. government, banking, real estate) refined through successive iterative exercises and key informant interviews - a practical alternative when stakeholder participation is particularly open-ended. 


Phase II (Listen and Understand): Surveys are used to describe and evaluate stakeholder characteristics, including knowledge of the policy, relevant interests, positive or negative views on the policy, potential alliances with other stakeholders, and capability to affect the policymaking process (through resources, power and/or leadership). We identify best practices for survey development, administration and evaluation. Applying sophisticated statistical methods allows for improved insight into the data. 


Phase III (Engage): Engagement and implementation strategies are reviewed. We draw on the experience of several national organizations and initiatives as a template for our work.


Generative Discussion: Stakeholder analysis is a powerful tool for strategic planning. We will conclude by encouraging participants to discuss their needs for and experience with stakeholder analysis. This discussion will provide insights into barriers and catalysts that impact the solicitation of perspectives from individuals and organizations involved in a policy or program.


Funding disclosure: Founding Sisters Legacy Fund, Covenant Health; Alberta Health, Government of Alberta



Dr. Jingjie Xiao, Research Coordinator, Covenant Health Palliative Institute

Tyler Hamil, Project Coordinator, Covenant Health Palliative Institute



Dr. Konrad Fassbender, Associate Professor, University of Alberta / Scientific Director, Covenant Health Palliative Institute

bottom of page