Creating a Communication Matrix

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Creating a Communication Matrix

The Communication Matrix is a diagnostic tool that identifies how an individual communicates and provides a framework for identifying logical communication objectives. A Stakeholder Communication Matrix aids in the planning and setting of expectations for communication points that will occur during project processes and milestones. A communication matrix guarantees that everyone involved in a project is kept up to date. It is critical to consider the many types of communications while organizing a project. To figure out who needs to know what, you might need to use a communications matrix. It can even be used to create a project approval system. A communication matrix can assist you in determining which forms of communication are required and which are not. You can also figure out which communication method is optimal for each stakeholder.

How Does a Communication Matrix Be of Help?

The matrix can tell you which categories of stakeholders require permission. You might include other crucial information about the procedure involved in addition to the aim of your communication plan. Ensure that each step is completed to ensure that the desired objectives are reached by determining who requires permission. A communication matrix can help you spot difficulties before they grow bigger than you imagined, in addition to making it easier to communicate successfully.

What is the Purpose of a Communication Matrix?

The requirement for a communications plan is fairly well known within the project management industry, but most Business Analysts do not consider drafting one for the business analysis effort. Creating a communications plan, on the other hand, should be part of the business analysis planning process. This is especially true if you’re working on a process improvement project, enterprise analysis project, benchmarking project, or other workstreams that don’t follow a traditional project structure.

Why Are the Advantages of a Communication Matrix?

  • Improved Cross-Departmental Communication:

When all of the components of a project are written out in a matrix document, everyone is connected and aware of what’s going on. As a result, communication and collaboration between team members from different departments are considerably easier.

  • Resource Utilization That is More Efficient:

When team members can quickly determine who is responsible for what, they can get immediately to work on resolving a problem. That means you’ll spend less time trying to figure out whom to talk to or what the status of a project is and more time fixing problems. When communication channels open, this is what occurs.

  • Faster Decision-Making:

Decision-making is smoother, more efficient, and faster when stakeholders and leaders have all of the information they need at all times. If approvals are still taking too long, it’s almost certainly due to issues with the approver, not the communications matrix.

How to Use a Communication Matrix for Your Projects?

You can easily create a communication matrix if you have access to Microsoft Excel or Google Sheets. It’s simply a matter of deciding on the most critical components of your project and how you want to split it down. Then all you have to do is fill in the blanks in the spreadsheet with your pertinent data. Here are some ideas for how you might wish to organize the data in your matrix.

  • Communication:

Meetings, status updates, project newsletters, and so on are examples of this.

  • Purpose:

What is the meeting’s or report’s purpose? Make your statement as brief as possible. This isn’t the moment to demonstrate speaking or writing skills.

  • Medium:

Is the communication being sent out by email, a conference call, or a face-to-face meeting?

  • Frequency:

Is this something that happens on a daily, weekly, or monthly basis? Is this a one-time occurrence?

  • Audience:

Who is the intended audience, or who is required to be present?

  • Owner:

Who is in charge of getting this project going forward? Is it a stakeholder, the project manager, or the project sponsor?

  • Deliverable:

What tangible object will be the end consequence of that specific aspect of your project? An agenda, a presentation deck, a project timeline, and a status report are all possibilities.

In Project Management, What is the Objective of a Meeting Matrix?

The Meeting Matrix makes it simpler to understand how well a specific aim is aligned across levels of the organization and to make adjustments as needed to guarantee that Structured Improvement is implemented effectively. The Meeting Matrix is a technique for ensuring that a specific goal is met at all levels of the organization.

The Following Step is to Make a Matrix of the Various Forms of Communications You Have With Each Stakeholder:

  1. A communication matrix can also assist you in identifying the different types of stakeholders participating in various messages. You can also consider the various types of stakeholders using a communication matrix.
  • It helps you to figure out who will be present at meetings or who will get project newsletters.
  • The goal of each of these types of communication can assist you in determining which tactics will best satisfy the demands of each stakeholder.
  • A communications matrix can assist you in determining how to effectively communicate with each stakeholder.
  • It gives a structure for setting logical communication objectives.
  • The aim of a project is usually evident, and if it is not communicated to the right level of stakeholders, it will be difficult for a project manager to communicate successfully with all stakeholders. You can make a distinct matrix for each type of stakeholder if you have more than one.

Significance of the Matrix for a Project Manager:

A communication matrix is a useful tool for your team if you’re a project manager. It enables you to organize multiple forms of communication and decide which ones are the most efficient. A communications matrix may also be useful for project management, depending on your situation. A communications matrix will assist you in ensuring that everyone in a project is aware of what is going on. It will also assist you in determining the importance of each sort of communication.

Need for a Communication Matrix:

Using a communication matrix to communicate internally during a project is a terrific idea. It establishes who is in charge of what and when. It also reduces misunderstandings and saves time and resources. It also makes it simpler to deal with problems when they develop. It also ensures that everyone in the team is on the same page about the project. A communication matrix can also be utilized to assist you in developing a successful marketing plan for your business. It’s time to start thinking about how you’ll communicate with all of your stakeholders once you’ve created a communications matrix. The best method to achieve this is to make a matrix with each person listed on it. Once you’ve compiled a list of all the stakeholders, you can start thinking about how to interact with them successfully. You might want to schedule meetings, generate project bulletins, or construct a website, for example. You should be able to construct a reasonable method for talking with everyone, regardless of who you’re communicating with.

How to go About Doing It?

The Matrix is typically represented as a table, with stakeholders on the left horizontal side and communications activities and duties across the top. The rest of the table is filled with notes and indicators indicating which stakeholders will be involved in various communications activities and which stakeholders must be included in various communications outcomes.

Step 1:

Determine who the stakeholders are. You won’t be able to build a business analysis plan if you don’t know who you’ll be talking with if you don’t know who you’ll be interacting with. Make sure you’re not focusing solely on the stakeholders who are directly affected or who must participate directly. The Stakeholder Identification entry in this wiki has additional information on this, and you may also want to look at the entries for Stakeholders, Stakeholder Analysis, and Stakeholder Management.

Step 2:

Make a plan for doing business analysis. Before you can plan your communications, you need to know what you intend to do as part of your business analysis.

Step 3:

Make a rough draft of your communications matrix. The answers to the following questions should be included in your matrix at a minimum:

  1. What stakeholders will be communicated to?
  2. What will the stakeholders be informed of? Take into account the topic, level of information, and formality.
  3. When will the communication take place, and on what date(s)?
  4. What will the communication look like? Email? Phone Call? What about a face-to-face meeting? What about a virtual meeting? Document?

When Writing Your Draught, There Are a Lot of Things to keep in Mind. These Are Some of Them:

  1. What kind of business analysis is being done and what kind of communication should be used?
  2. Location / time zone of stakeholders
  3. Stakeholders’ preferred mode of communication
  4. What is the most effective technique to provide the necessary information?
  5. How often should specific communications actions be carried out?
  6. The influence of culture on communication strategies and formality
  7. What are the limits in terms of time and resources that may affect communication?

Step 4:

Stakeholders should be consulted to ensure that your proposal is sound. It is critical that you validate and obtain buy-in from the key stakeholders for your proposed communication plan. You may need to make modifications in response to their feedback and iterate the review process until all stakeholders agree.

Step 5:

Stick to the plan. It’s useless to have a communications plan if you don’t stick to it. As a result, make sure you stick to the plan you’ve put out so that your stakeholders get the information they need.

Step 6:

Make any necessary adjustments. The communications plan may need to be tweaked as the business study project develops. Has there been a change in the number of stakeholders? Has there been a need to replace an existing stakeholder? Have the dates for communication activities been rescheduled? All of these are instances where a stakeholder communications matrix’s plan may need to be changed.

How to Create a Communication Plan for Project Management?

To develop a communication plan for project management, follow these steps;

1. Decide on a Format

Choose a platform that allows you to easily collect input on your communication plan and share or store it for your team and stakeholders to refer to. When creating a communication plan, project managers might consider using a more visual tool, such as a timeline or a flowchart, to clearly describe the frequency of communication or the appropriate approach to utilize based on the stakeholder.

2. Set a Communication Goal

The first step in creating a good communication plan is to put out whatever aim you have in mind. Your goal will most likely be to keep stakeholders informed about the project’s progress or to remind them of the project’s benefits so that they continue to push for it.

3. Identify Stakeholders

Most projects involve a large number of stakeholders, each with varying amounts of interest in and influence on the project. You must identify and list the stakeholders with whom you will communicate during the project.

4. Identify Methods of Communication

One of the goals of your communication strategy should be to get the right people to see the correct information, thus in addition to outlining who your stakeholders are, your communication plan should also include how you plan to communicate with them.

5. Establish a Communication Schedule

List how often each sort of communication will be sent out, as well as how often each stakeholder will need to be looped in. Make sure to arrange communication frequency in your calendar or in your task management software, in addition to including this information in your project management communications strategy.

6. Determine Who is in Charge of Providing Communication Updates

The project manager is usually in charge of this, but if not, the owner of a specific update should be explicitly stated in your communications plan.


It will assist you in developing a communication plan with them. A communications matrix’s goal will differ from project to project, but it’s a terrific method to get the most of each one. A communication matrix’s information is critical to your success. You won’t be able to get the outcomes you want if you don’t use it. Any project can benefit from the deployment of a communications matrix. Filling out the matrix will assist you in determining which communication methods are most beneficial for your project. Based on the facts in a communications matrix, you will be able to construct a business analysis plan. The important thing is to make it as simple as possible for the stakeholders to comprehend.

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