STAKEHOLDER ANALYSIS AND ENGAGEMENT WORKSHEET
Original blank template. Checked 2026-10-28.
https://showmeyoursaas.com/articles/stakeholder-analysis/
Method reference: https://higuide.elrha.org/methods/stakeholder-analysis/
The companion register contains invented role notes, not real interviews.

PROJECT BOUNDARY
Change:
Audience and environment:
Decision:
Period:
Owner:
Who is outside the current scope?

IDENTIFY STAKEHOLDERS
Role or permitted reference:
How the change affects their work:
Need or concern:
What is observed:
What is assumed:
Evidence pointer and date:
Contradicting evidence:
Decision authority, if actually established:
Operational or practical influence:
Interest and its evidence:
What remains unknown:
Do not infer authority from a job title or classify people by sensitive personal traits.

CHECK MISSING PERSPECTIVES
Who performs the task?
Who provides or receives information?
Who buys or approves?
Who supports and maintains it?
Who reviews access or recovery?
Which affected people have little formal decision power?
Which relevant context has not been investigated?

ENGAGEMENT PLAN
Specific question:
Action or session:
Why that method fits the question:
Owner:
Relevant participant permission:
Evidence to provide:
Question or disagreement raised:
Decision affected:
Next owner:
Review trigger:
Sending an update does not prove understanding or agreement.

LINKED RECORDS
RACI: ownership for defined activities.
Persona: recurring pattern among relevant product users.
Journey map: task sequence and experience over time.
Stakeholder register: this project's affected groups and participation.
Avoid copying the same untested assumption across records and treating the copies as additional evidence.

REVIEW
Which new perspective changed a decision or test?
What remains absent?
Which assumption changed?
What must be updated before the next rollout?
Keep private contacts and identifying research material in their appropriate controlled systems.