Stakeholder groups

Stakeholder groups help you organize stakeholders for easier management and targeted communications.

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Group types

Leap Change supports four group types:

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Creating groups

1. Navigate to Stakeholders → Groups
2. Click Create Group
3. Enter group details:
   • Name - Descriptive group name
   • Type - Select from functional, geographic, hierarchical, or custom
   • Description - Optional details about the group
4. Click Create

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Adding members

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From the group

1. Open the group
2. Click Add Members
3. Search and select stakeholders
4. Click Add

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From stakeholder profiles

1. Open a stakeholder profile
2. Go to the Groups section
3. Click Add to Group
4. Select one or more groups

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Bulk assignment

1. Go to Stakeholders table view
2. Select multiple stakeholders using checkboxes
3. Click Bulk Actions → Add to Group
4. Choose the target group

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Using groups

Groups are useful for:

• Filtering - Filter stakeholder tables by group
• Surveys - Send surveys to specific groups
• Communications - Target messages to groups
• Change impacts - Link impacts to affected groups
• Reports - Analyze engagement by group

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Microsoft 365 group sync

With Microsoft 365 integration, Entra ID groups can sync to stakeholder groups automatically. This keeps your stakeholder groups aligned with your organizational structure. Configure group sync in Settings → Integrations → Microsoft 365.