Basic Stakeholder Analysis Template
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When to Use This Template: Use this template to identify stakeholders for any project and manage their involvement and engagement. It is particularly relevant for small, short-term, and routine projects, such as software updates.
Notable Template Features: This template provides space to list essential information in a basic stakeholder analysis: name, role or position, contact information, as well as fields to note stakeholder type, area(s) of interest, level of influence, impact, and engagement strategy. The table format makes it easy to quickly reference key information.
Learn about stakeholder needs and how to manage them successfully in this guide to stakeholder management and try this basic Smartsheet stakeholder analysis template.
Stakeholder Analysis Template
Download a Blank and Sample Version of a Stakeholder Analysis Template for
Excel
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PowerPoint
| Google Sheets | Google Slides
When to Use This Template: Use this template to anticipate and manage stakeholder risks, motivate stakeholder buy-in, and clarify deliverables. This template helps you efficiently manage complex stakeholder landscapes and ensure that projects progress smoothly.
Notable Template Features: This template includes more columns than the basic stakeholder analysis template, including Predisposition, Anticipated Involvement, Decision Maker, Anticipated Issues, Expectations of Exchange, Milestones, Activities, and Date Due. You can easily edit the template to include more columns or different information.
Try a Smartsheet stakeholder analysis template for more functionality
Six Sigma Stakeholder Analysis Template
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When to Use This Template: This template focuses on stakeholders’ willingness to embrace change. Use it for Six Sigma projects that involve structured problem-solving and continuous improvement.
Notable Template Features: This template uses a rating scale to gauge stakeholders’ current vs. desired vested interest. Use the scale to acknowledge and manage resistance to change and ensure stakeholder alignment. The template also includes a column for Six Sigma focus to document quality improvement initiatives.
Plantilla de matriz de análisis de partes interesadas
Esta plantilla de matriz le permite asignar qué partes interesadas tienen influencia e interés altos o bajos en su proyecto. Organizar a las partes interesadas en cada cuadrante facilita ver quién necesita más atención y quién se puede supervisar con menos esfuerzo. Esta es una herramienta útil para elaborar estrategias y crear un plan de acción eficaz para la administración de las partes interesadas.
Descargar plantilla de matriz de análisis de partes interesadas
Stakeholder Salience Model Template
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When to Use This Template: Use this stakeholder salience model template to identify your most critical stakeholders based on power, legitimacy, and urgency. It’s ideal for prioritizing and allocating resources for multiple stakeholders with varying levels of interest, influence, and urgency.
Notable Template Features: This template includes a table and a Venn diagram to help identify and assess stakeholders based on three key factors: their power to influence the company, the validity of their connection to the company, and the urgency of their claims. Fill out the table to gain a structured analysis of each stakeholder, use the Venn diagram to visually represent the intersection of these factors, and enter stakeholder names into the appropriate place.
Stakeholder Change Management Analysis Template
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Excel
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Microsoft Word
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When to Use This Template: Use this template to manage stakeholders during an organizational change initiative and change management process. It is particularly useful for gauging stakeholders’ readiness for change and identifying the necessary actions for effective change adoption.
Notable Template Features: This template includes columns to address core areas for managing stakeholders during a change initiative: Commitment to Change, Motivations for Change, Change Readiness Level, and Change Impact. Evaluate these areas to assess where each stakeholder stands in relation to the change process and tailor your strategies accordingly.
Stakeholder Engagement Assessment Matrix
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Adobe PDF
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When to Use This Template: Use this template to document each stakeholder’s current and ideal level of involvement. Complete the matrix before your project begins, and then use the data to manage stakeholder engagement throughout your project’s lifecycle.
Notable Template Features: This template provides Unaware, Resistant, Neutral, Supportive, or Leading columns to indicate the status of each stakeholder. Enter a C to indicate their current level of engagement and a D to indicate their desired level of engagement. This matrix is easy to review and supports the development of a stakeholder communication plan.
Learn how to create and use a stakeholder engagement plan.
Plantilla de plan de comunicaciones de partes interesadas
Cree un documento de plan de comunicaciones simple que muestre el poder y el interés de las partes interesadas, la frecuencia y el tipo de comunicación para cada una de ellas, y los comentarios pertinentes. Esta plantilla puede incluirse como parte de un plan integral de administración de proyectos. Úsela para planificar comunicaciones, dar seguimiento a los detalles relevantes y determinar el proceso de administración de su proyecto.
Descargar plantilla de plan de comunicaciones de partes interesadas
Simple RACI Matrix Template
Download the Blank and Sample Versions of a Simple RACI Matrix Template for
Excel
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Download a Blank Simple RACI Matrix Template for
PowerPoint
| Google Slides
Download a Sample Simple RACI Matrix Template for
PowerPoint
| Google Slides
When to Use This Template: Use this simple RACI matrix template to assign project roles and clarify which stakeholders are responsible for each task. Doing so helps minimize confusion and ensures there is no overlap or gaps in responsibilities.
Notable Template Features: This template provides space to list which team members should be responsible, accountable, consulted, and informed (RACI) for each project task. This makes responsibilities clear to all project stakeholders. The template is fully customizable and designed to ensure that your team successfully completes all of your project’s deliverables. See these RACI templates for Excel for more options.
Learn who and what are stakeholders through the stakeholder theory.
Cree planes de proyectos más colaborativos y en tiempo real con Smartsheet
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