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Stakeholder Register and Engagement Plan Template

Stakeholder register with interest, influence, attitude, power/interest grid, engagement gaps, actions and communication preferences

ProjektmanagementStandardstakeholderregister

Anleitung: Use from initiation and review at every stage gate. Fill the register and the current versus desired engagement first, then plan actions for the largest gaps. Main pitfall: subjective or personal wording in a document the stakeholders may read.

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Stakeholder Register and Engagement Plan: [Project name]

Register of the people and groups who affect or are affected by the project, with their interest, influence and attitude, and a plan for moving their engagement from where it is to where it needs to be. Based on common project management practice. Replace every [bracketed] value and every row marked Example.

FieldValue
Document ID[SR-PROJECT-001]
Project[Project name]
Version[0.1]
Owner[@project-manager]
Access[Restricted to core team]
Review cadence[Monthly and at each stage gate]
Last reviewedYYYY-MM-DD

1. Identification method

Stakeholders were identified through [a charter review, an organisation chart walkthrough, interviews with the sponsor and workstream leads, and a review of similar past projects]. The list covers decision makers, delivery teams, affected users, support functions, suppliers and external bodies.

2. Assessment scales

Each stakeholder is assessed on the scales below.

AttributeScale
InterestHigh / Medium / Low: how much the outcome affects them
Influence (power)High / Medium / Low: ability to change direction, resources or acceptance
AttitudeChampion / Supportive / Neutral / Sceptical / Opposed
Engagement levelUnaware / Resistant / Neutral / Supportive / Leading

Current engagement is marked C and desired engagement D in the engagement matrix.

3. Stakeholder register

The register lists each stakeholder with their role, assessment and key concerns.

IDStakeholderRole / organisationInterestInfluenceAttitudeKey concernsOwner
STK-01Example: Chief operating officerSponsorHighHighChampionCost per onboarding, regulator view[@pm]
STK-02Example: Branch network managers (12)OperationsHighMediumScepticalStaff workload during rollout, loss of customer contact[@change-lead]
STK-03Example: Compliance officerSecond line of defenceMediumHighNeutralKYC evidence and audit trail[@ba]
STK-04Example: IT operationsService owner after go-liveMediumMediumSupportiveSupportability, on-call load[@tech-lead]
STK-05Example: Identity verification vendorSupplierMediumMediumSupportiveVolume commitments, integration timeline[@procurement]
STK-06[Stakeholder][Role][H/M/L][H/M/L][Attitude][Concerns][@owner]

4. Power and interest grid

The grid groups stakeholders by influence and interest; the quadrant sets the default engagement approach.

Low interestHigh interest
High influenceKeep satisfied: STK-03 Compliance officerManage closely: STK-01 COO, STK-02 Branch managers
Low influenceMonitor: [stakeholders]Keep informed: STK-04 IT operations, STK-05 Vendor

The same grid is shown as a diagram for presentations.

5. Engagement assessment matrix

The matrix shows the engagement gap that the plan must close.

StakeholderUnawareResistantNeutralSupportiveLeading
STK-01 COOCD
STK-02 Branch managersCD
STK-03 Compliance officerCD
STK-04 IT operationsC D
[Stakeholder]

6. Engagement plan

Actions are scheduled to move each stakeholder from current to desired engagement.

StakeholderObjectiveActionsKey messageTimingSuccess indicatorOwner
STK-02Example: Resistant to supportiveCo-design workshop; pilot in two branches; share pilot resultsFewer manual checks, more time for customer adviceWeeks 3 to 10Pilot managers present results to peers[@change-lead]
STK-03Example: Neutral to supportiveEarly review of KYC evidence design; sign-off checkpointAudit trail is stronger than the paper processDesign stageCompliance sign-off at G2 without conditions[@ba]
[ID][Objective][Actions][Message][Timing][Indicator][@owner]

7. Communication preferences

Preferences are recorded so communication reaches people in the form they actually use.

StakeholderPreferred channelFrequencyLevel of detailLanguage / accessibility needs
STK-01 COOOne-page summary by email, monthly meetingBiweeklyHeadline and decisionsNone
STK-02 Branch managersTeam call plus intranet pageWeekly during rolloutPractical impact on staff[Local language]
STK-03 Compliance officerFormal review documentsAt design milestonesFull detailNone
[Stakeholder][Channel][Frequency][Detail][Needs]

8. Review and change log

The register is reviewed [monthly]; changes are summarised below.

DateReviewed byChanges
YYYY-MM-DD[@pm, @change-lead]Example: STK-02 moved from Resistant to Neutral after pilot workshop
YYYY-MM-DD[@name][Changes]

Standard and licence note

Based on common project management practice for stakeholder identification, analysis and engagement planning. This template is original text written for this collection. Template licence: MIT.

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