Stakeholder Engagement Plan

When to use this

One per top-10 stakeholder. Review quarterly. The point isn't to be transactional — it's to make sure important relationships don't decay through neglect.

What’s included

• Why they matter
• Current state
• 12-month plan
• Talking points to keep warm
• Risks to the relationship

What to customise before you use it

• Replace Name with your real meeting, project, or stakeholder details.
• Replace Title, organisation with your real meeting, project, or stakeholder details.
• Replace Executive with your real meeting, project, or stakeholder details.
• Replace Date with your real meeting, project, or stakeholder details.
• Replace N with your real meeting, project, or stakeholder details.
• Replace Date, topic with your real meeting, project, or stakeholder details.
• Replace list with your real meeting, project, or stakeholder details.
• Replace Personal interest worth remembering with your real meeting, project, or stakeholder details.
• Replace Professional topic to revisit with your real meeting, project, or stakeholder details.
• Replace Risk with your real meeting, project, or stakeholder details.

# Stakeholder Engagement Plan — [Name]
**Role:** [Title, organisation]   **Owner:** [Executive]   **Last reviewed:** [Date]

## Why they matter
> One paragraph. What does this relationship unlock?

## Current state
- Relationship strength (1–5): [N]
- Last meaningful interaction: [Date, topic]
- Open commitments either way: [list]

## 12-month plan
| Quarter | Planned touchpoint | Owner | Channel |
|---------|---------------------|-------|---------|
| Q1      |                     |       |         |
| Q2      |                     |       |         |
| Q3      |                     |       |         |
| Q4      |                     |       |         |

## Talking points to keep warm
- [Personal interest worth remembering]
- [Professional topic to revisit]

## Risks to the relationship
- [Risk] — mitigation: [action]