Templates & Tools
Download practical templates and worksheets to guide your stakeholder engagement process—from identification through documentation and quality assurance.
Downloadable Templates
These templates work together to support your complete stakeholder engagement process:
Stakeholder Mapping Worksheet
ExcelComplete identification and categorization template with prompts for primary, secondary, and tertiary stakeholders.
Power-Interest Analysis Grid
ExcelVisual mapping tool with four-quadrant framework and engagement strategy guidance for each stakeholder group.
Engagement Planning Template
WordStructured approach to conversation design including question preparation, format selection, and logistics planning.
Conversation Documentation Template
WordSystematic insight capture format for recording key learnings, quotes, patterns, and action items after each conversation.
📚 Usage Guides
How These Tools Work Together
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1
Start with Stakeholder Mapping Worksheet
Identify and categorize everyone relevant to your project.
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2
Use Power-Interest Grid
Plot stakeholders to determine appropriate engagement strategies.
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3
Complete Engagement Planning Template
Design specific approach for each key stakeholder or group.
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4
Conduct conversations using prepared questions
Adapt sample questions to your specific context.
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5
Document with Conversation Template
Capture insights immediately after each conversation.
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6
Synthesize across all documentation
Look for patterns and update your Problem Tree.
Pro Tips
- Document conversations immediately while details are fresh
- Use open-ended questions to avoid leading stakeholders
- Track both confirming and challenging insights systematically
🛠️ Additional Tools & Resources
Stakeholder Identification Worksheet Code Template
ReferenceMarkdown table structure for brainstorming and categorizing stakeholders by type.
Key Features:
- Three-tier categorization (Primary, Secondary, Tertiary)
- Table format for easy organization
- Prompts for specific role and reach information
- Notes column for additional context
Power-Interest Grid Text Template
ReferenceASCII-style grid for quick stakeholder plotting and strategy development.
Key Features:
- Four-quadrant visual representation
- Strategy prompts for each quadrant
- Easy to update and iterate
- Works in any text editor
Engagement Planning Code Template
ReferenceStructured markdown template for designing stakeholder-specific engagement approaches.
Key Features:
- Background and context section
- Engagement strategy specifications
- Key question preparation
- Follow-up planning prompts
Conversation Documentation Code Template
ReferenceComprehensive markdown format for systematic insight capture after stakeholder conversations.
Key Features:
- Problem Tree assumption validation tracking
- Quotable insights section with attribution
- Surprising information capture
- Action items and follow-up tracking
Ensure Quality Engagement
Learn the quality indicators that demonstrate effective stakeholder engagement and the red flags that signal superficial consultation or confirmation bias.