Stakeholder Analysis


Stakeholder analysis can be tricky and many times is most effective when planned for appropriately. Knowing a stakeholder’s correct contact information, role on the project, daily schedule and preferred communication method might be the difference in your ability to elicit the information you need. Use this MS Word worksheet to keep track of important information about your stakeholder or stakeholder group.

For more on developing a stakeholder engagement strategy for your project, take a look at our Stakeholder Engagement Strategy for the Missing SME blog post. Also, download our How to Improve Your Stakeholder Engagement Quick Tip to get our experts’ list of simple ideas and techniques that they’ve used to improve their stakeholder engagement.

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Stakeholder Analysis Template

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Decision Making

Plan and track your project decisions.

Requirements Package

Completely define business and functional project requirements.

Requirements Validation

Validate test plans, test cases, and defect reporting.

Estimating Analysis Time

Track, stakeholders, the time needed and dependencies.

Happy Meeting Box

Set meeting expectations and ensure you are prepared.

Business Case

Justify your project based on feasibility and a cost/benefit analysis.

RFP Response

Identify your solution requirements and how your vendors stack up against them.

Mentoring Relationship

Take advantage of your talent with a mentoring program.

System Interface

Analyze and communicate system interface and data migration requirements.

Facilitated Session

Plan for thorough requirements gathering sessions.

Collaboration Model

Set role expectations and communicate each member’s contribution.

BA Proficiency Assessment

Identify your team’s analysis skills gaps.

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