📍 When to use this template
- At the very beginning of the project, during the kickoff and mobilization phase.
- It should be updated continuously whenever a new stakeholder is identified or their role, influence, or interest changes.
- Initially prepared by the Project Manager or PMC Lead, and maintained by the project team throughout the project lifecycle.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Document Control & Project Information7 fields
Project Name
_____________
Contract / Package No.
_____________
Document No.
_____________
Revision No.
_____________
Date of Issue
_____________
Prepared By (Name & Designation)
_____________
Approved By (Name & Designation)
_____________
2Stakeholder Identification8 fields
Stakeholder Name / Group Name
_____________
Designation / Role
_____________
Organization
_____________
Category (Internal, External, Client, Contractor, Consultant, Statutory Body, Local Community)
_____________
Contact Person
_____________
Contact Number
_____________
3Assessment of Interest & Influence6 fields
Primary Interest / Concern in Project
_____________
Key Expectations from Project
_____________
Potential Impact on Project (Positive/Negative)
_____________
Influence Level (High/Medium/Low)
_____________
Interest Level (High/Medium/Low)
_____________
Power/Interest Grid Position (e.g., Manage Closely, Keep Satisfied, Keep Informed, Monitor)
_____________
4Engagement Strategy6 fields
Current Engagement Level (Unaware/Resistant/Neutral/Supportive/Leading)
_____________
Desired Engagement Level
_____________
Communication Method (Email/Meeting/Report/Phone Call/Site Walk)
_____________
Communication Frequency (Daily/Weekly/Fortnightly/Monthly/As Needed)
_____________
Key Messages to Convey
_____________
Responsibility for Engagement (Name/Designation)
_____________
5Role & Responsibility (Link to RACI)4 fields
RACI Role (Responsible/Accountable/Consulted/Informed)
_____________
Specific Responsibilities / Deliverables
_____________
Key Decision-Making Authority
_____________
Reporting To / Reports From
_____________
💡 Sample filled excerpt
Stakeholder Name: XYZ Municipal Corporation | Contact Person: Shri. R. Gupta, Asst. Engineer | Interest: Timely completion of utility shifting, minimal disruption to local traffic | Influence: High (can issue stop-work notices) | Engagement Strategy: Weekly site walk with PMC & Contractor, formal monthly meeting | RACI: Consulted
⚖ Compliance notes
- Primarily a best practice as per PMI PMBOK Guide for effective project communication and stakeholder management.
- Helps in fulfilling general communication obligations under FIDIC contracts (e.g., Clause 1.3 Communications).
- Essential for managing relationships with statutory bodies (e.g., Pollution Control Board, Local Municipality, Fire Dept, BOCW Inspector).
- Useful during project audits to demonstrate a structured approach to managing project stakeholders and related risks.