People and journal
The stakeholder map shows who shapes the change and carries an internal assessment meant for the advisor, and the private journal lets the client think in private and share single entries; this page explains both.
Two places deal with people. Stakeholders maps the people at the client who shape the change. Journal is the client's private space for thinking. They work the same way on the web, the Mac and the iPhone.
What is the stakeholder map for?#
It shows who carries the change and who does not yet. Each person has a role, an influence (1 to 5) and a stance on change (from sceptical to driving). The matrix Influence × stance on change places everyone accordingly and sorts them into four groups: Win over, Let them carry, Understand and Enable. The list beside it shows role, influence, stance and who holds the relationship; a person's page adds what she wants, what worries her and the next step.
Advisor and client side can add a person (New person) and edit the entries (a person with the role Read cannot). People maintain the relationships; no agent writes in their name. A person who is not yet in the workspace is marked not in workspace; the client's Responsible person finds a button to invite her.
Who sees the internal assessment?#
Every person can carry an Internal assessment, the advisor's own view. Only the advisor writes it. It is marked Internal · only for you and is meant for the advisor only: the client side does not get it in the form, the list or the map. Everything else on the map is the same for both sides; a client who is on the list sees her own entry too.
What is the journal?#
The journal is the private place of the client's Responsible person to write down what she thinks. Nobody reads it unless she shares an entry. Each week it offers a question from the Sparring agent that she can answer or ignore.
- Open Journal.
- Write in the field under New entry.
- Select Keep. A message confirms that it is visible only to her.
A new entry is private. To delete one, use the entry's menu (Delete).
Share an entry#
Under each entry are two buttons: one with the advisor's first name and one for the Sparring agent. Each is a deliberate act for that one entry:
- Shared with the advisor, the entry appears under Journal on the advisor's side. The advisor sees only the entries shared this way.
- Shared with the Sparring agent, the agent replies with one counter-question that only she sees (where agents are enabled for the client side).
Selecting the button again withdraws the sharing. The entry shows whether it is ● private or shared with.
Do agents read the journal?#
Not private entries. The agents that work on the workspace do not read what has not been shared. An entry shared with the advisor can be used as material when the workspace proposes things to remember; see Memory.
The Brain page (advisors only)#
Brain is the advisor's private page for one workspace: working hypotheses, a small map of the stakeholders, a note and the memory card (see Memory). The client and the client side's agents do not see it.
Common questions#
Can the advisor read the whole journal? No. The advisor sees only the entries that were shared one by one.
Can the client see the advisor's assessment of her? It is meant for the advisor only. The client side does not get it in the form, the list or the map.
Who can write in the journal? Only the person with the role Responsible on the client side. The advisor sees only what was shared with them; people with the roles Full and Read do not see the journal.
Can an entry be shared with both? Yes, the two buttons work independently of each other.