Quickstart Stakeholder Engagement Canvas
What is it
A quick way to begin developing a plan for effectively engaging a stakeholder.
When to use it
When you need to interact or collaborate with the people involved, interested, or impacted by your project.
Why use it
Recognizing stakeholders needs, wants, and influence will help you better navigate your effort towards success.
Quickstart Stakeholder Engagement Canvas Worksheet
How to do it
Begin with the “Analysis” side of the canvas. Fill in the necessary contact information for the stakeholder and/or their proxy.
Begin with “Assess Stakeholder’s Motivations” (left-hand side of canvas). The questions can be answered in any order.
Next, answer the questions in “Assess Your Motivations” (right-hand side of canvas). These questions can also be answered in any order.
Now move to the “Assess” box, which is at the bottom of this canvas. Reflect upon and summarize what you have learned or discovered about the stakeholder that is important for successfully engaging with them.
Flip to the other side of the canvas: “Engagement.” Re-enter the stakeholder and proxy contact information.
Move on to the main section of the canvas, which has 8 question areas. Answer the questions in any order.
Lastly, go to the “Decide” box at the bottom of this canvas. Decide who will be responsible for taking the next action, what that action is, through which method or medium, and by which time or frequency. Also discuss the key message and desired outcome in the next engagement with the stakeholder.
The embedded equity lens helps teams consider additional factors beyond the default to help create more successful engagements.
Conducted per each stakeholder, which can be time consuming if you have a large set of stakeholders.