How To Manage Defiant Stakeholders Holding Up Your Salesforce Project
As a Salesforce Admin, you may have encountered the problem of having to deliver projects despite having uncooperative or even defiant stakeholders.
While managing these types of individuals can be challenging, getting the information and cooperation you need for your project’s success is possible.
This blog post will discuss strategies for effectively working with reluctant stakeholders and demonstrate why taking control of the situation can set everyone up for a successful outcome.
Read on as we cover everything from developing trust to motivating them through finding alternative ways around stalled initiatives.
🔥 SUBSCRIBE! 🔥
Get practical Salesforce advice in your inbox!
Feeling overwhelmed by everything you have to do as a Salesforce Admin?
I know how it feels.
I created the FREE Brainiate Newsletter – to help you stay up-to-date with the latest Salesforce news, advice, and product recommendations.
Sign up for my newsletter and get all that information right in your inbox – without having to search for it yourself. You’ll be able to focus on your projects with peace of mind, knowing you’re always up-to-date on the latest Salesforce updates.
Click the button below and sign up for my FREE Brainiate Newsletter today!
Importance of Gathering Detailed Requirements For A Successful Salesforce Project
Gathering detailed requirements for a successful Salesforce project is of the utmost importance. It involves engaging stakeholders, understanding their needs and expectations, and then creating a plan for the project which meets their needs. Understanding the wishes and requirements of customers or stakeholders is essential to ensure that the finished product meets their vision and expectations.
Why Should We Care About Engaging Stakeholders?
The project requirements-gathering process helps identify potential risks related to the project’s time, cost, and scope. It allows you to define roles and responsibilities within the team and clearly define how success will be measured at the end of the project. The more detailed information you have regarding your customer’s objectives and desired outcomes before beginning a Salesforce project, the better prepared you are when setting reasonable expectations.
The Impact Of Ignoring Defiant Stakeholders
The Salesforce platform is complex enough as it is, so if there is any confusion regarding what they want from it, it can cause delays in implementation or even failure of the entire system. When stakeholders have involved in requirements gathering, they are more likely to remain engaged throughout the process and stay on top of any changes that may come up. This engagement helps prevent scope creep by informing all parties about what needs to be done during each development phase.
The Value Of Ensuring All Critical Stakeholders Remain Engaged
By gathering detailed requirements upfront for a Salesforce project, stakeholders are provided an opportunity to ensure that all aspects of their desired outcome match what will be delivered by your development team. This due diligence requires a comprehensive analysis to understand current behavior and future aspirations that must be met with this project’s results. Doing so ensures that all objectives are met and increases satisfaction for all involved parties at completion.
The Challenge of Working With Defiant Stakeholders
Working with defiant stakeholders on a Salesforce project can be arduous because they may not understand or appreciate the need for the detailed input.
The complexity of a Salesforce project inherently requires stakeholders to be engaged and provide feedback throughout the entire process. Yet, this is often met with resistance by those unfamiliar with how Salesforce works and who don’t recognize the value of providing detailed input.
For example, stakeholders may not see why their input is necessary to design custom objects or build relationships between records. Without understanding what goes into developing a successful Salesforce project, it’s difficult for those unfamiliar with technology to comprehend why such detail is required. As such, gaining stakeholder support and engagement can be difficult without first educating them on why and how their feedback is essential.
To do this, project leaders must find ways to create meaningful conversations about why stakeholder engagement is critical to success. Building trust between the business stakeholders and technical team by illustrating how their data will be organized and processed within Salesforce will also help combat any potential disconnects arising from a lack of knowledge.
Additionally, successfully managing expectations around what each party needs to achieve their desired outcome should be communicated clearly so everyone involved knows what they’re signing up for.
Finally, fostering an environment of collaboration rather than control between all parties could go a long way towards ensuring stakeholders have an open mind about contributing detailed inputs and setting realistic expectations for both sides throughout the life cycle of the Salesforce project.
DOWNLOAD YOUR COPY!
The quick-start guide to gathering business requirements
Are you responsible for ensuring Salesforce projects run as smoothly as possible?
With the Business Requirements Gathering for Salesforce Projects: The Definitive Guide for Salesforce Admins, you can quickly get up to speed on the best practices for gathering business requirements.
This comprehensive book, written by Salesforce consultant and trainer David Giller, provides powerful methods and insights to ensure your projects are successful.
Understand Why Stakeholders Are Being Defiant
Lack of Understanding
One of the common reasons why stakeholders may be uncooperative during a Salesforce project is a lack of understanding. Stakeholders may not have sufficient background knowledge on the subject, creating difficulty in comprehending the project goals and objectives. This can be an issue when stakeholders are unfamiliar with Salesforce technology or how it can benefit the organization. In addition to creating confusion and misunderstanding, this situation can lead to stakeholders feeling frustrated or overwhelmed.
Another factor that may lead to stakeholder uncooperative is competing priorities. When dealing with a long-term Salesforce project, stakeholders may struggle with managing their personal and professional demands. They may need to balance their involvement in several projects at once, making it challenging to effectively dedicate enough time and energy to engage with the current project. As a result, they may feel overwhelmed by the expected work, leading to a lack of commitment or unwillingness to cooperate as part of the more significant team effort required for successful implementation.
Keep Stakeholders Engaged with This Checklist
Uncooperative stakeholders can derail a project, but with this free downloadable checklist, you can keep them engaged and ensure your project stays on track.
This comprehensive checklist provides tips to help you win over uncooperative stakeholders and keep them actively contributing to your Salesforce project.
Get started today by downloading the checklist here
Attempt To Maintain Control
Finally, some stakeholders may also desire to maintain control over certain aspects of the Salesforce project. By controlling certain matters, such as timelines or budget restrictions, these individuals can feel more secure knowing their decision-making authority is respected and acknowledged throughout the process. However, if this desire for control becomes too intense or misdirected, it can ultimately hinder progress toward completion due to conflicting interests between stakeholders involved in the project.
In summary, various contributing factors can lead to stakeholders being uncooperative during a Salesforce project, such as a lack of understanding regarding related technologies and processes, competing priorities that cause difficulty in dedicating enough attention, and a desire for power which could create conflicts between different parties involved in the engagement efforts. Addressing these issues proactively through communication and collaboration is critical for achieving successful results from large-scale digital transformation efforts such as Salesforce implementations.
How To Address These Underlying Issues
Addressing Lack of Understanding
To effectively address the underlying issue when stakeholders are not cooperative during requirements gathering due to a lack of understanding, communication must be established between all parties to ensure everyone’s needs and expectations are clearly understood. This can be done by explaining why the requirements-gathering process is essential for the stakeholders and the team. Before beginning, it is also essential to establish a collaborative environment where all stakeholders feel comfortable expressing their ideas, concerns, and questions.
Once this environment has been established, it is then essential to take the time necessary to ensure all stakeholders understand the reasons behind each requirement being requested. By doing so, they will begin to recognize how their cooperation is critical in ensuring success with any given project by providing the necessary information needed during the process. In addition, if any confusion or disagreements arise among stakeholders during this process, it is crucial to address them openly and honestly to ensure everyone’s views are heard and respected.
As part of this dialogue, it can also be helpful for project leaders or team members to provide examples of how meeting each requirement can benefit both stakeholders and other users of a product or service produced as a result of implementing these requirements. Additionally, offering incentives such as time-saving features or increased performance capabilities may further encourage stakeholder cooperation. Further still, providing an opportunity for feedback on every aspect of the product or service being developed can be an effective way for stakeholders to express their satisfaction with what has been created as well as identify any areas that need additional work or improvement.
Finally, taking time after completing the requirements-gathering process can be beneficial in ensuring complete understanding from all involved parties throughout the process. This could include following up with individual stakeholders through various methods, such as surveys or interviews, to gain feedback about the most critical aspects that could have been improved.
Utilizing these strategies helps create a more positive experience by allowing everyone involved in a project to feel valued and knowledgeable about what was created together. It also recognizes areas where things didn’t go quite right and ways they can be improved in future processes.
Addressing Competing Priorities
To identify and address the underlying issue when stakeholders are uncooperative with requirements gathering due to competing priorities, project managers and business analysts need to start by understanding why stakeholders may be uncooperative. It could be that stakeholders are feeling overwhelmed or uncertain about how their existing tasks fit into the overall project goals. Another possibility is that there could be a lack of awareness around the need for requirements gathering to ensure the successful delivery of projects. It could also mean stakeholders have competing priorities more pressing than requirements gathering.
The first step in addressing these issues is communication. Project managers should take some time to speak with each stakeholder individually to understand their particular concerns and motivations better. This will help project managers gain an insight into how best to move forward with requirements gathering and provide them with an opportunity to clearly explain the importance of obtaining this information. Furthermore, taking this approach allows for potential solutions to any problems the stakeholders may have with providing input on requirements gathering.
Project managers should also ensure that they are making effective use of their time when speaking with stakeholders while at the same time being respectful of their other commitments and deadlines. They might consider scheduling regular meetings with stakeholders to discuss any issues related to requirements gathering and make sure expectations are clear from both sides so that everyone knows what’s expected of them regarding providing input on requirements gathering.
Additionally, it’s essential for project managers and business analysts alike to continually remind stakeholders why precise requirements gathering is essential to deliver projects successfully. Outlining the potential risks associated if accurate information isn’t provided helps keep everyone focused on delivering quality results within set timelines and ensuring all parties understand their roles and responsibilities throughout the process.
Finally, it’s beneficial for project managers and business analysts to create a positive environment when dealing with stakeholders who may be uncooperative due to competing priorities. Offering incentives such as recognition or rewards can help motivate those providing input on requirements gathering. It also serves as an excellent way of showing appreciation for their efforts and contributions toward meeting organizational goals.
SNAG THIS FREEBIE!
Grab this cheat sheet!
Salesforce projects can be overwhelming and hard to manage, but they can be successful with the right tools and information.
It’s easy to feel overwhelmed when juggling a million things simultaneously.
Download my cheat sheet and follow these simple steps to ensure your next Salesforce project is successful.
Addressing Control Issues
When stakeholders are uncooperative with requirements gathering due to attempts to maintain control, it can be very challenging for a project manager to identify and address the underlying issue.
The first step is to take a step back and analyze the situation objectively. Understanding why stakeholders attempt to maintain control and what may have prompted them is essential. Possible causes of this behavior include feeling threatened by the potential change, fear of losing power or influence, feeling overwhelmed or uncertain about the change process, or simply wanting a say in how their work is carried out. It is essential that each stakeholder is heard and any concerns they may have addressed.
Once these reasons have been identified, they can be used to create an action plan to help alleviate any anxieties about losing control. A good way of doing this is by emphasizing the importance of collaboration – highlighting how all stakeholders will benefit from working together towards achieving their common goal – and involving everyone in generating ideas and discussing solutions. This encourages stakeholders to feel more engaged in the requirements-gathering process, resulting in greater cooperation and support in implementation.
It is also important that clear expectations are outlined right from the start; this includes providing sufficient detail on what will be expected of stakeholders during requirements gathering (e.g., timeline, input needed) as well as clarifying roles and responsibilities so that everyone understands their specific contribution to the success of the project. Additionally, ensuring stakeholders are regularly updated on progress helps them feel connected with what is happening within the project, even if they’re not directly involved with it at every stage. Ultimately, ensuring transparency throughout all stages of development should help reduce any uncertainty or unease that may lead to attempts at maintaining control for requirements-gathering activities to proceed smoothly.
Managing stakeholders can be a tricky but essential part of any Salesforce project. Following the tips in this blog post, you should be better equipped to handle those difficult conversations and keep your project on track.
Did you find this helpful?
If so, we’d appreciate it if you could share it online!
Thanks for reading.