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Excel Intermediate

Stakeholder Relationship Tracker

A simple matrix to track the people who matter, how warm the relationship is, and what is due next.

When to use this

A pragmatic tracker that captures who the executive needs to stay close to, the strength of the relationship, the last and next touchpoint, and any open commitments.

The template

# Stakeholder Relationship Tracker

| Name | Org / Role | Relationship strength (1–5) | Last touchpoint | Next touchpoint | Open commitment | Notes |
|------|------------|------------------------------|------------------|------------------|------------------|-------|
|      |            |                              |                  |                  |                  |       |

## Quarterly review prompts
- Who has moved from 5 → 3? Why?
- Who is missing from the list but should be on it?
- What commitments are overdue?
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