Project success depends on coordinated teams, effective communication, and stakeholders who are aligned with the vision. To make sure everyone is on the same page, there’s one tool no project manager should be without: a stakeholder analysis template.
ClickUp's Stakeholder Analysis Template helps you map out every person or group that may affect or be affected by your projects. It also helps you to:
- Identify key stakeholders and prioritize their needs
- Evaluate potential risks associated with each stakeholder
- Gather insights into how best to manage relationships with stakeholders
Whether you’re mapping out a new product launch or managing an existing project, this template will help you keep all of your stakeholders engaged—and get the job done right!
Benefits of a Stakeholder Analysis Template
Stakeholder analysis is a critical part of any project. With a stakeholder analysis template, you can:
- Identify who your stakeholders are and how they are connected to your project
- Understand the specific needs and interests of each stakeholder
- Evaluate the potential impact stakeholders may have on any decision-making
- Develop a plan to manage stakeholders effectively
Main Elements of a Stakeholder Analysis Template
ClickUp's Stakeholder Analysis Template is designed to help you identify, analyze, and manage the various stakeholders in a project. This List template includes:
- Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each stakeholder
- Custom Fields: Utilize 7 different custom attributes such as Email, Influence, Action, Stakeholder Role, and Notes to save vital information about stakeholders and easily visualize stakeholder data
- Custom Views: Open 5 different views in different ClickUp configurations, such as Stakeholders by Influence, Stakeholders by Action, Stakeholders by Support, Stakeholders, and Getting Started Guide so that all the information is easy to access and organized
- Project Management: Improve stakeholder analysis tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Stakeholder Analysis Template
Stakeholder analysis can help you better understand the interests and influence of all the people involved in a project or decision. Use the following steps to create your analysis:
1. Gather your stakeholders
The first step is to identify all the stakeholders involved in the project. This includes anyone who will be impacted by the project, as well as those who have a vested interest in its success or failure.
Create a Doc in ClickUp to list all the stakeholders and add tasks for each one.
2. Assess their influence
Once you’ve listed all the stakeholders, it’s time to assess their influence. This involves evaluating their level of control or power over the project. You can use a scale of 1 to 5, with 1 being the lowest and 5 the highest.
Use custom fields in ClickUp to assign a numerical score for each stakeholder’s influence.
3. Assess their interest
Now, you need to evaluate their interest or enthusiasm for the project. Again, you can use a scale of 1 to 5, with 1 being the least interested and 5 being the most.
Create tasks in ClickUp to assign a numerical score for each stakeholder’s interest.
4. Analyze the data
Once you’ve collected all the data, you can analyze it to determine who has the most influence and who is most likely to be supportive of the project.
Use the Table view in ClickUp to create a spreadsheet to organize the data and make it easier to analyze.
5. Take action
Based on your analysis, you can then decide how to best engage with each stakeholder. This could include creating action plans, setting up meetings, or assigning tasks.
Create tasks in ClickUp to assign specific action items to each stakeholder.
Get Started with ClickUp's Stakeholder Analysis Template
Project teams can use this Stakeholder Analysis Template to help everyone stay on the same page when it comes to identifying stakeholders and assessing their needs.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to analyze stakeholders:
- Use the Stakeholders by Influence View to evaluate the level of influence each stakeholder has on the project
- The Stakeholders by Action View will help you assess the level of action each stakeholder is capable of taking
- The Stakeholders by Support View will allow you to identify which stakeholders are likely to provide the most support for the project
- The Stakeholders View will provide you with an overview of all stakeholders and their roles
- The Getting Started Guide will give you step-by-step instructions on how to use this template
- Organize tasks into two different statuses: Open, Complete, to keep track of progress
- Update statuses as you analyze stakeholders to keep team members informed of progress
- Monitor and analyze tasks to ensure maximum productivity