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Stakeholder Analysis Form Template

Efficiently map and assess your project's key stakeholders

Identifying the right stakeholders can be overwhelming, but this Stakeholder Analysis Form Template simplifies the process. Designed for project managers, team leaders, and non-profit coordinators, this template helps you effectively categorize and prioritize stakeholders to maximize project success. With clear insights into their interests, influence, and potential impact, you can foster better communication, improve collaboration, and strategically allocate resources. Get started by using this practical tool to enhance your stakeholder engagement today.

Project name
Date recorded
Stakeholder full name
Organization or company
Job title or role
Relationship to the project
Please Specify:
Email
Phone
Stakeholder type
Internal
External
Both
Unsure
Influence over project outcomes
Very low
Low
Moderate
High
Very high
Unknown
Level of interest in the project
Very low
Low
Moderate
High
Very high
Unknown
Current attitude toward the project
Strongly opposed
Opposed
Neutral
Supportive
Strongly supportive
Unknown
Decision rights and involvement
Final approver
Decision maker among several
Advisor or consulted
Informed only
Not involved
Unknown
Engagement priority category
Key player (high influence, high interest)
Keep satisfied (high influence, low interest)
Keep informed (low influence, high interest)
Monitor (low influence, low interest)
Uncertain
Key interests or objectives
Key concerns or risks
Success criteria for this stakeholder
Preferred communication channels
Email
Phone call
Video meeting
In-person meeting
Chat or instant messaging
Project portal or platform
Report or briefing
Other
Please Specify:
Relationship owner (internal point of contact)
Does this stakeholder require formal approval to proceed at any stage?
Yes
No
Permission to store and use these contact details for this project
Yes
No
I confirm the information provided is accurate to the best of my knowledge
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a stakeholder analysis form with charts and icons relevant to stakeholder management

When to use this form

Use this form at project kickoff, during major scope changes, or when new sponsors, regulators, or vendors appear. PMs, PMOs, and team leads use it to map who matters, learn their interests, and plan communication. It also helps before approvals, procurement, or community outreach to prevent surprises and reduce risk. Pair it with the Project intake form to collect requests and context, and with the Project information form to confirm scope, timeline, and owners. Revisit the form at each phase gate to track shifting influence and support. The result is a clear, prioritized stakeholder map and an action plan that builds alignment and speeds decisions.

Must Ask Stakeholder Analysis Questions

  1. Which people or groups are affected by this project, and who can influence its outcome?

    This grounds your list in real impact and power, not assumptions. It ensures you capture internal teams, customers, suppliers, regulators, and community voices.

  2. What does each stakeholder want from the project, and how strong is their interest and influence?

    Knowing motivations and power helps you set realistic priorities. You can tailor messaging and engagement so you spend effort where it matters most.

  3. Who is the decision maker, who approves, and who can block or delay progress?

    Clarifying authority reduces bottlenecks and last-minute escalations. It guides roles and keeps reviews focused on the right people.

  4. At which milestones do we need each stakeholder's input or approval, and how will we communicate with them?

    This links people to key dates and prevents missed sign-offs. It also aligns with your schedule in the Pre-task planning form so outreach happens at the right time.

  5. What does success look like for each stakeholder, and how will we measure and report it?

    Shared success criteria reduce scope creep and conflict at go-live. They also set up the evidence you will summarize in the Project completion form.

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