Complete package of Stakeholder Engagement Tools and Templates

Everything you need to plan, deliver and measure stakeholder engagement. 12 professional tools plus a bonus information guide in one bundle. Save 25% compared with buying individually.

Great stakeholder engagement doesn't happen by accident. Whether you're protecting your social licence, competing against bigger players, or simply trying to keep communities, clients and government on side, this toolkit takes you from strategy to the moment you walk into the room.

Most tools come prefilled with a worked example from Crocodile Contracting, a fictional Territory business, so you can see exactly what good looks like before you replace it with your own content. Guidance notes are built in to help

What's inside

Plan your approach

• Stakeholder Engagement Strategy template (Word): A professional strategy template with a worked example, how-to prompts for every section and a plan-on-a-page summary you can pull out as a standalone document.
• Stakeholder Engagement Gap Assessment (Excel): Diagnose where your organisation sits against where it wants to be, with a graphical maturity snapshot.

Understand your stakeholders

• Stakeholder Matrix (Excel): Classify stakeholders by interest and influence and produce a matrix ready to discuss with the leadership team and paste into your strategy.
• Materiality Assessment (Excel): Rank the issues that matter most to your business and your most influential stakeholders, with a graphical matrix output.
• Stakeholder Masterlist (Excel): Included free. The simple register every organisation needs.

Get your story straight

• Message House (Excel) — turn your core narrative into a single share-ready page, with audience messaging, an approved facts bank and a language guide.
• Media Plan on a Page (PowerPoint) — the simplest way to capture your media plan on a single page.

Do the work

• Content Calendar (Excel): Plan, draft, and coordinate all your content in one place.
• Engagement Planner (Excel): Map planned engagements against the recommended level of engagement for each stakeholder.
• Stakeholder Meeting Brief (Word): Prepare your leaders for meetings with ministers, clients and communities: who's in the room, what they want, what you want, key messages and anticipated questions.

Track and report

• Engagement Tracker (Excel): Record every engagement, track commitments and grievances, and monitor progress on a performance dashboard.
• Monthly Leadership Dashboard (Excel): Report performance against your strategy to leadership on a single page, with automatic on-track/off-track status and trend charts.

Bonus

• Crocodile Contracting company profile (PDF) — included free — full background on the fictional company used in the worked examples, so the sample data always makes sense.