Tools/Free Stakeholder Matrix

Free Stakeholder Analysis Template Generator

A stakeholder analysis template helps project teams map who has influence, who cares most, who may resist change, and how each person should be engaged. Use this generator to create a copy-ready stakeholder matrix and communication plan.

Top Priority

Executive Sponsor

21 priority points across influence, interest, and attitude risk.

Project Context

Analysis inputs

Stakeholder Matrix

Influence and interest scoring

Priority

21

Strategy

Manage closely

Action

Schedule recurring decision reviews and confirm approval criteria.

Priority

20

Strategy

Manage closely

Action

Schedule recurring decision reviews and confirm approval criteria.

Priority

13

Strategy

Keep informed

Action

Share demos, notes, and change summaries so adoption stays warm.

Priority

10

Strategy

Keep satisfied

Action

Send concise risk, budget, and milestone updates before decisions.

Generated Analysis

Copy-ready stakeholder plan

# Client Portal Redesign Stakeholder Analysis

## Project Context
- Decision or change: Approve the rollout plan, scope guardrails, and stakeholder communication model before kickoff.
- Project goal: Reduce approval delays, clarify decision ownership, and keep client-facing teams aligned through launch.
- Communication window: Discovery through launch readiness

## Stakeholder Matrix
| Stakeholder | Role | Group | Influence | Interest | Attitude | Priority | Strategy | Cadence | Owner |
| --- | --- | --- | ---: | ---: | --- | ---: | --- | --- | --- |
| Executive Sponsor | Approver | Leadership | 5 | 4 | Supportive | 21 | Manage closely | Weekly executive summary | Delivery Lead |
| Operations Lead | Process Owner | Client Operations | 4 | 5 | Neutral | 20 | Manage closely | Twice-weekly working session | Project Manager |
| Customer Success Team | Adoption Group | Customer Success | 3 | 4 | Supportive | 13 | Keep informed | Weekly demo and Q&A | Product Lead |
| Security Reviewer | Gatekeeper | Compliance | 4 | 2 | Resistant | 10 | Keep satisfied | Milestone-based review | Technical Lead |

## Priority Summary
- Highest priority stakeholder: Executive Sponsor (21 points)
- Manage closely: 2 stakeholders
- Average influence score: 4.0 out of 5

## Communication Actions
- **Executive Sponsor:** Schedule recurring decision reviews and confirm approval criteria. Needs: Clear business case, budget impact, and launch risk visibility
- **Operations Lead:** Schedule recurring decision reviews and confirm approval criteria. Needs: Workflow detail, transition plan, and decision checkpoints
- **Customer Success Team:** Share demos, notes, and change summaries so adoption stays warm. Needs: Training materials, release notes, and handoff checklist
- **Security Reviewer:** Send concise risk, budget, and milestone updates before decisions. Needs: Data handling notes, access controls, and review timeline

Scoring Guide

Turn scores into communication strategy

Manage closely

High influence and high interest

Keep satisfied

High influence and lower interest

Keep informed

Lower influence and high interest

Monitor

Lower influence and lower interest

FAQ

Stakeholder analysis questions

What is a stakeholder analysis template?

A stakeholder analysis template is a worksheet for listing people or groups affected by a project, scoring their influence and interest, and planning how to communicate with them.

What should a stakeholder matrix include?

A useful stakeholder matrix includes the stakeholder name, role, group, influence score, interest score, attitude, priority, communication cadence, owner, and next action.

How do I prioritize stakeholders?

Prioritize stakeholders by combining influence and interest. High-influence, high-interest stakeholders need close management; high-influence, low-interest stakeholders need concise executive updates.

When should stakeholder analysis be done?

Run stakeholder analysis before kickoff, before major scope decisions, and whenever new sponsors, reviewers, or affected teams join the project.