{"id":54101,"date":"2021-04-02T04:14:12","date_gmt":"2021-04-02T04:14:12","guid":{"rendered":"https:\/\/staging-mondaycomblog.kinsta.cloud\/?post_type=pm&#038;p=54101"},"modified":"2026-02-28T03:56:01","modified_gmt":"2026-02-28T08:56:01","slug":"stakeholders-engagement-strategy","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/project-management\/stakeholders-engagement-strategy\/","title":{"rendered":"5 steps to a successful stakeholders engagement strategy"},"content":{"rendered":"<p>In today\u2019s world, involving stakeholders in your projects is no longer an option, but a social responsibility \u2014 especially in the early stages.<\/p>\n<p>But if you\u2019re reading this guide, chances are you already know that.<\/p>\n<p>Now, the million-dollar question is: how do you actually design a successful strategy that keeps stakeholders engaged along the process?<\/p>\n<p>Today we\u2019ll answer that question.<\/p>\n<p>We&#8217;ll also provide examples along the way to contextualize concepts. And to make your life even easier, we\u2019ll give you some templates to speed-up execution.<\/p>\n<p>Excited?<\/p>\n<p>Let\u2019s get into it.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started with monday.com\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started with monday.com<\/a><\/p>\n<h2>What\u2019s stakeholders engagement?<\/h2>\n<p>To make sure we\u2019re all on the same page, we need to start by defining what a stakeholder is.<\/p>\n<p>In essence, a <a href=\"https:\/\/monday.com\/blog\/project-management\/project-stakeholders\/\" target=\"_blank\" rel=\"noopener\">stakeholder<\/a> is anyone who is, in some way, interested or concerned about your project, including clients, managers, suppliers, users, and even citizens, depending on the project (e.g., large urbanization projects might affect entire cities).<\/p>\n<p>We can categorize stakeholders into 2 main branches:<\/p>\n<ul>\n<li><strong>External stakeholders:<\/strong> those who form part of your organization or have a direct interest in your project.<\/li>\n<li><strong>Internal stakeholders:<\/strong> those who might or might not be interested in your project, but are indirectly affected by it.<\/li>\n<\/ul>\n<p>So now that we\u2019re in sync, what\u2019s stakeholders engagement?<\/p>\n<blockquote><p>Stakeholders engagement is the conscious process of deliberately involving stakeholders during all the stages of the <a href=\"https:\/\/monday.com\/blog\/project-management\/project-lifecycle-getting-chaos-control\/\" target=\"_blank\" rel=\"noopener\">project life cycle<\/a>, aiming to align goals with their expectations.<\/p><\/blockquote>\n<p>You see, this is vital.<\/p>\n<p>For instance, if you\u2019re designing a new product but never listen to what potential users are looking for, you\u2019ll probably build something nobody wants.<\/p>\n<p>Or if you don\u2019t consider how your project will affect citizens in surrounding areas, you might get into a legal dispute later on.<\/p>\n<p>Said simpler, stakeholders\u2019 opinions matter, and you must listen to them. Otherwise, you\u2019re risking the project.<\/p>\n<h3>Why do you need a strategy?<\/h3>\n<p>Keeping stakeholders engaged might seem simple at first glance, but the process comes with potential pitfalls.<\/p>\n<p>To avoid such roadblocks, you must think strategically.<\/p>\n<p>The first questions you\u2019re faced with are: what\u2019s the level of engagement of stakeholders? Do they even know you\u2019re into something? If so, are they supportive or reluctant?<\/p>\n<p>Remember that not all stakeholders are created equal.<\/p>\n<p>Depending on their engagement level, you might take a different engagement approach.<\/p>\n<p>For instance, take a look at the 5 different levels of <a href=\"https:\/\/monday.com\/blog\/project-management\/stakeholder-engagement\/\">stakeholders engagement<\/a>:<\/p>\n<ol>\n<li><strong><strong>Unaware: <\/strong><\/strong>stakeholders who aren\u2019t even conscious of your project\u2019s existence.<\/li>\n<li><strong>Resistant: <\/strong>people who are aware of your project, but might feel hesitant to change.<\/li>\n<li><strong>Neutral: <\/strong>stakeholders who are aware of your project, but don\u2019t fully understand it or like it.<\/li>\n<li><strong>Supportive: <\/strong>stakeholders who like and support your project (and potential impact).<\/li>\n<li><strong>Leading: <\/strong>anyone who takes a participative role in your project\u2019s success (e.g., project leaders, clients, C-level execs, etc.).<\/li>\n<\/ol>\n<p>If you don\u2019t understand these levels and develop an appropriate strategy for each, all your communication will be a mess and, thus, you won\u2019t get good results.<\/p>\n<p>For instance, if you try to bring in unaware stakeholders mid-execution, they\u2019ll probably feel upset. Or if you don\u2019t have a plan to communicate project value to resistant stakeholders, you\u2019ll miss huge opportunities.<\/p>\n<p>With this in mind, the question is: how do you design a strategy that keeps stakeholders engaged and helps you communicate effectively?<\/p>\n<p>Let\u2019s discuss a simple process.<\/p>\n<h2>5 steps to develop a solid stakeholders engagement plan<\/h2>\n<p>At this point, you already understand the cruciality of stakeholders and why you need a strategy to keep them engaged.<\/p>\n<p>The 5-step approach outlined below is a great way to start on solid ground.<\/p>\n<p>Let\u2019s break it down.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n<h3>1. Identify stakeholders<\/h3>\n<p>This is kind of an obvious, yet crucial step.<\/p>\n<p>Before you even start with your communications strategy, you must analyze who your stakeholders are and make a list of all of them.<\/p>\n<p>Our <a href=\"https:\/\/monday.com\/go-templates\/stakeholder-register\" target=\"_blank\" rel=\"noopener\">stakeholder register template<\/a> can be helpful at this stage.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54124 size-full\" title=\"monday.com's stakeholder register template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template.png\" alt=\"monday.com's stakeholder register template screenshot\" width=\"1588\" height=\"848\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template.png 1588w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template-300x160.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template-1024x547.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template-768x410.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-stakeholder-register-template-1536x820.png 1536w\" sizes=\"(max-width: 1588px) 100vw, 1588px\" \/><\/p>\n<p>As the name suggests, this template helps you register all your stakeholders and organize your list based on interest and power (more on this later), as well as the 5 levels of engagement we discussed previously.<\/p>\n<p>This will make it easier for you to keep a close eye on stakeholders and monitor the performance of your strategy.<\/p>\n<h3>2. Prioritize stakeholders<\/h3>\n<p>Even though you should consider all your stakeholders in the process, some of them will be more relevant for your decision-making.<\/p>\n<p>These stakeholders are called \u201ckey stakeholders.\u201d<\/p>\n<p>In short, you should channel most of your focus and energy onto this key category. To do it, you must develop a solid prioritization system.<\/p>\n<p>Here\u2019s where the Interest\/Power grid comes in.<\/p>\n<p>This grid helps you categorize stakeholders based on their influence and interest and gives you communication criteria for each category.<\/p>\n<p>Like this:<\/p>\n<ul>\n<li><strong>Low interest, low power: <\/strong>allocate minimal effort.<\/li>\n<li><strong>High interest, low power: <\/strong>keep them informed.<\/li>\n<li><strong>Low interest, high power:<\/strong> keep them satisfied.<\/li>\n<li><strong>High interest, high power:<\/strong> keep them close and engaged.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54129 size-full\" title=\"Influence Interest matrix\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/Influence-Interest-matrix.jpg\" alt=\"Influence\/Interest matrix in action\" width=\"800\" height=\"575\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/Influence-Interest-matrix.jpg 800w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/Influence-Interest-matrix-300x216.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/Influence-Interest-matrix-768x552.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n<p>(<a href=\"https:\/\/i.pinimg.com\/originals\/8d\/d8\/6f\/8dd86f9434337018a7005e88ad0818f6.jpg\" target=\"_blank\" rel=\"nofollow noopener\">Image Source<\/a>)<\/p>\n<p>As shown in the previous step, our stakeholders engagement template will help you implement this grid and categorize your list based on power and interest.<\/p>\n<p>You can also use our <a href=\"https:\/\/monday.com\/templates\/raci-matrix\" target=\"_blank\" rel=\"noopener\">RACI matrix template<\/a> to define responsibilities and consider how a stakeholder\u2019s involvement may change along the way.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54134 size-full\" title=\"monday.com's RACI matrix template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-RACI-matrix-template.png\" alt=\"monday.com's RACI matrix template screenshot\" width=\"588\" height=\"405\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-RACI-matrix-template.png 588w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-RACI-matrix-template-300x207.png 300w\" sizes=\"(max-width: 588px) 100vw, 588px\" \/><\/p>\n<h3>3. Build a communications plan<\/h3>\n<p>Once you\u2019ve a prioritized list of stakeholders, you need to design a communications plan to keep them engaged.<\/p>\n<p>And make no mistake, <a href=\"https:\/\/www.atlassian.com\/teamwork\/artificial-intelligence\" target=\"_blank\" rel=\"nofollow noopener\">6 out of 10<\/a> teams say that poor communication is their biggest obstacle to success, so this step is crucial.<\/p>\n<p>To avoid this trap, the first thing you should pay attention to is \u201cconcreteness.\u201d<\/p>\n<p>More specifically, you must clearly define:<\/p>\n<ul>\n<li><strong><strong>Type: <\/strong><\/strong>what format or channel will you use to communicate with stakeholders? (e.g., phone, in-person meetings, video, email, etc.)<\/li>\n<li><strong>Frequency: <\/strong>how often will you communicate? (e.g., weekly, monthly, quarterly, etc.)<\/li>\n<li><strong>Content: <\/strong>what will you communicate? (e.g., project status reports, expenses, workload, profitability, etc.)<\/li>\n<\/ul>\n<p>Then, you must get rid of multiple sources of truth and consolidate all your communication into a single platform. This will help you avoid potential misunderstandings and reduce friction.<\/p>\n<p>For instance, with monday.com, you can create a dashboard to monitor progress and invite relevant stakeholders to communicate and collaborate under one roof.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54139 size-full\" title=\"monday.com's communication functionalities\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-communication-functionalities.png\" alt=\"monday.com's communication features in action\" width=\"704\" height=\"464\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-communication-functionalities.png 704w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-communication-functionalities-300x198.png 300w\" sizes=\"(max-width: 704px) 100vw, 704px\" \/><\/p>\n<p>This will ensure everyone\u2019s on the same page while increasing productivity, as you remove the need to keep them informed individually.<\/p>\n<h3>4. Incorporate feedback into your strategic plan<\/h3>\n<p>Now that you\u2019ve defined key stakeholders and set solid communication channels, it\u2019s time to actually implement feedback.<\/p>\n<p>First, you must decide the implementation approach you\u2019ll take:<\/p>\n<p>The most common include:<\/p>\n<ul>\n<li><strong><strong>Active: <\/strong><\/strong>stakeholders have a large decision-power, and you implement their input directly to achieve your goals.<\/li>\n<li><strong>Passive: <\/strong>key stakeholders take a consultative role in your decision-making, and you use their opinion to support your efforts.<\/li>\n<\/ul>\n<p>This process includes setting both short-term and long-term initiatives and channeling all your efforts towards a few specific and targeted priority goals.<\/p>\n<p>A <a href=\"https:\/\/monday.com\/blog\/project-management\/action-priority-matrix-vs-eisenhower-matri\/\" target=\"_blank\" rel=\"noopener\">typical priority matrix<\/a> can be helpful to structure and organize these initiatives.<\/p>\n<p>You can also try out our <a href=\"https:\/\/monday.com\/templates\/eisenhower-matrix\" target=\"_blank\" rel=\"noopener\">Eisenhower Matrix template<\/a>.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54144 size-full\" title=\"monday.com's Eisenhower matrix template\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-Eisenhower-matrix-template.png\" alt=\"monday.com's Eisenhower matrix template screenshot\" width=\"1114\" height=\"419\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-Eisenhower-matrix-template.png 1114w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-Eisenhower-matrix-template-300x113.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-Eisenhower-matrix-template-1024x385.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-Eisenhower-matrix-template-768x289.png 768w\" sizes=\"(max-width: 1114px) 100vw, 1114px\" \/><\/p>\n<p>This template helps you prioritize engagement activities based on importance and urgency, which can be helpful to spot where you need to focus on.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n<h3>5. Monitor and report<\/h3>\n<p>Over the last few years, project status report has become the <a href=\"https:\/\/wellingtone.co.uk\/wp-content\/uploads\/2020\/06\/The-State-of-Project-Management-Report-2020-Wellingtone.pdf\" target=\"_blank\" rel=\"nofollow noopener\">main activity<\/a> for most PMOs (Project Management Offices).<\/p>\n<p>And within reason.<\/p>\n<p>To keep stakeholders engaged, you must inform them \u2014 show them you actually implement their input. That\u2019s why monitoring progress and reporting back to stakeholders is crucial for any project team.<\/p>\n<p>For example, with monday.com, you get access to multiple data visualizations and automations that make the process much easier.<\/p>\n<p>Instead of manually collating status reports, like roughly <a href=\"https:\/\/wellingtone.co.uk\/wp-content\/uploads\/2020\/06\/The-State-of-Project-Management-Report-2020-Wellingtone.pdf\" target=\"_blank\" rel=\"nofollow noopener\">33%<\/a> of teams do, our reporting features will help you automate most of the process.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54149 size-full\" title=\"monday.com's data dashboards\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-data-dashboards.png\" alt=\"monday.com's data dashboards in action\" width=\"1265\" height=\"581\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-data-dashboards.png 1265w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-data-dashboards-300x138.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-data-dashboards-1024x470.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-data-dashboards-768x353.png 768w\" sizes=\"(max-width: 1265px) 100vw, 1265px\" \/><\/p>\n<p>Simply set up automations to notify stakeholders based on conditional data, and every time you meet a goal, finish a task, or change the status of a project, they\u2019ll get a notification automatically.<\/p>\n<h2>How to skyrocket stakeholders engagement with monday.com<\/h2>\n<p>Keeping stakeholders engaged isn\u2019t simple \u2014 there\u2019s too many variables to handle at once and, without a system, this practice can quickly turn into a true nightmare.<\/p>\n<p>The good news?<\/p>\n<p>The right Work OS can make the process way easier.<\/p>\n<p>Here\u2019s where monday.com comes in.<\/p>\n<p>So before we finish this guide, why don\u2019t we quickly cover what we offer and how monday.com can help you?<\/p>\n<p>Let\u2019s start with the basics.<\/p>\n<h3>What\u2019s monday.com?<\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-54154 size-full\" title=\"monday.com's homepage\" src=\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-homepage-5.png\" alt=\"monday.com's homepage screenshot\" width=\"1324\" height=\"641\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-homepage-5.png 1324w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-homepage-5-300x145.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-homepage-5-1024x496.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/03\/monday.coms-homepage-5-768x372.png 768w\" sizes=\"(max-width: 1324px) 100vw, 1324px\" \/><\/p>\n<p>In short, monday.com is a complete Work OS that\u2019s flexible, customizable, and powerful at the same time.<\/p>\n<p>From the start, you get access to:<\/p>\n<ul>\n<li>20+ dashboard widgets<\/li>\n<li>30+ drag-and-drop column types<\/li>\n<li>40+ seamless integrations<\/li>\n<li>200+ customizable templates<\/li>\n<li>8 data visualizations<\/li>\n<li>250,000+ potential automations<\/li>\n<\/ul>\n<p>What does this mean for you?<\/p>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">With monday.com, you\u2019ve millions of potential combinations available to design and build a platform that looks and feels yours.<span><\/span><\/a>\n<p>With our platform, you aren\u2019t limited to a specific way of working. Instead, you\u2019re free to play with hundreds of building blocks to streamline your workflows and see your data the way you want to.<\/p>\n<p>That\u2019s one of the reasons more than 100,000 organizations use monday.com to manage their projects and achieve great things.<\/p>\n<p>The bottom line?<\/p>\n<p>If you\u2019re looking for a system that keeps you and your stakeholders informed and organized, then monday.com is probably a good fit.<\/p>\n<p>Here\u2019s a quick overview of everything you can do with our platform:<\/p>\n<p><iframe loading=\"lazy\" title=\"Everything You Can Do with monday.com!\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ObkWrfukomA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<h2>Ready to ramp up your stakeholders engagement strategy?<\/h2>\n<p>Keeping stakeholders engaged with your projects will help you deliver better results and get your milestones aligned with their expectations. By following the process outlined in this guide, you\u2019ll design a solid strategy to actually do it.<\/p>\n<p>Besides, using a true Work Os, like monday.com, can make the job much easier.<\/p>\n<p>To see for yourself, why don\u2019t you start by using our <a href=\"https:\/\/monday.com\/templates\/stakeholder-register\" target=\"_blank\" rel=\"noopener\">fully customizable stakeholder register template<\/a>?<\/p>\n<p>It\u2019s a great way to build your strategy on solid ground.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In today\u2019s world, involving stakeholders in your projects is no longer an option, but a social responsibility \u2014 especially in the early stages. But if you\u2019re reading this guide, chances are you already know that. Now, the million-dollar question is: how do you actually design a successful strategy that keeps &#8230;<\/p>\n","protected":false},"author":5,"featured_media":60303,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"A stakeholders engagement strategy guide %%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"Learn how to design a successful stakeholders engagement strategy and get a few templates to speed-up the 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