Templates & Tools
Templates for stakeholder identification, mapping, and conversation planning.
Downloadable Templates
Work through these in order.
Stakeholder Mapping Worksheet
ExcelIdentify and categorize your stakeholders.
Power-Interest Analysis Grid
ExcelPlot each stakeholder on the four-quadrant grid.
Engagement Planning Template
WordPlan the conversation for each stakeholder.
Conversation Documentation Template
WordCapture insights right after each conversation.
📚 Usage Guides
How These Tools Work Together
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1
Start with the Mapping Worksheet
Identify everyone relevant to your project.
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2
Use the Power-Interest Grid
Plot strategy by quadrant.
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3
Complete the Engagement Template
Design your approach per stakeholder.
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4
Document with the Conversation Template
Capture insights right away.
Pro Tips
- Document conversations while details are fresh.
Ensure Quality Engagement
Learn the quality indicators and the red flags to watch for.