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Stakeholder Engagement Plan Template

Effective stakeholder engagement is important to the success of any business. A variety of stakeholders-customers, suppliers, senior sponsors and company-internal enablers-can all influence the success of your company’s activities for better or for worse.  Making sure you are well prepared and engaging these stakeholders at the right times, on the right issues, and through the right mediums will be critical to aligning their support for the organization’s success. Below is a template for stakeholder engagement that can be tweaked to meet your individual business needs.

Stakeholder Name and Position –

Who is the stakeholder and what is their position in their organization?

Affiliated Organization –

What is the organization’s name and how do they interact with your company? Are they suppliers, customers, or are they an advocacy or governmental organization?

Chief Issues of Concern/Goals –

What are the key issues that are important to you relative to the stakeholder? How can the stakeholder’s engagement help or hurt your endeavors? Make sure you have articulated to yourself the core issues so that when you engage with the stakeholder you are staying on topic. Make goals for the engagements so you are clear on what you are hoping to gain from the engagement.

Frequency/Type of Contact –

How often should you engage with the stakeholder- daily, weekly, or monthly? Make sure the frequency of contact is not too infrequent that you cannot reach your goals, but not too frequent that your engagement becomes a problem for the stakeholder.

Medium of Contact –

Your stakeholder will have their preferences for mediums of contact and your needs and goals will have preferred mediums as well. Work with the stakeholder to meet in the middle on how you engage. Instant messaging platforms, texting, or email might work for smaller issues where phone calls, video-teleconferencing and face to face meetings are more appropriate for larger issues requiring more time and dynamic engagement.

Homework –

What documents or data do you need ready for your engagement with the stakeholder? The more regular your contact, the more predictable the preparations will be. Documenting what you need prepared can help you stay prepared to have effective stakeholder engagements.
Michael Farr, PMP, is a Chief Master Sergeant in the U.S. Air Force and founder of He is passionate about recognition and enabling professionals to motivate their organizations through recognizing their member’s excellence. When he is not slaying dragons with his kids, he can be found at @fosterxcellence on Twitter, @fosteringexcellence on Facebook, and @fosteringexcellen on Instagram.

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