Stakeholder Engagement Tracker

[Rupert123]

Hello,

I need a way of tracking stakeholder engagement for the project I'm working on, we have different sub teams (e.g. delivery, business change) talking to the same stakeholders, duplicating conversations, and want to be more joined up.

I'd like to create a stakeholder engagement tracker in SharePoint, essentially a calendar supported by a form where users can select from a list of stakeholders and indicate the purpose of the discussion, who created the meeting and who else will be attending. Each meeting might also have a 'proposed' or 'confirmed' status so we can plan and then validate that plan with other sub team through regular catch ups. 

I used to use SharePoint for stuff like this, but it's been more than 10 years since I did. If anyone can give me a few bullet points of what I would need to build (lists, web parts, apps etc.) and a few words of instruction that would be really appreciated.

Thanks in advance!

[#2]

@Rupert123 I also would like to create a similar tracker. From info in a SharePoint list, I'd like to send a form to stakeholders to complete that updates the SP List. Did you get anything setup?

[#3]

@Thomo1979 assuming you're using Microsoft Forms you can't pre-populate the form with, for example, the ID of the list item to be updated. All you could do would be:

• a JSON-formatted button for each item you want to send the flow for.
• in the send an email action of the flow you would need to add the url of the form and it would send an email to the email address in the SharePoint column.
• the form would need to have a question for the ID number of the list item to be updated.
• The email would need to include the ID of of the item and the user would need to enter this ID into the question in the form.
• When the user submits the form you would have a separate flow that would get the details and based on the list item ID entered by the user you would have an update item action.

It's prone to error as the wrong item would be updated if the submitter mis-read the email and entered the wrong ID.

Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)