Stakeholder Analysis Template
Choose the right level: Basic Template, Pro Template, or the full Stakeholder Analysis Toolkit.
Use a more organized stakeholder analysis template instead of starting with a blank spreadsheet. Compare three levels of support, from a structured template to an advanced analysis workbook to a complete toolkit for running, interpreting, and reporting the stakeholder analysis process.
Choose the Stakeholder Template Option That Matches How Much Support You Need
Each level builds on the one before it. Start with the Basic Template for structure, move to the Pro Template for deeper analysis, or choose the Toolkit when you want the full process and reporting package.
Stakeholder Analysis Basic Template
Best for: Practitioners who need a clean stakeholder assessment file with structured scoring, dashboard visibility, and initial engagement planning.
- Excel and Google Sheets versions
- Stakeholder Assessment tab
- Influence, Preliminary Impact, and Disposition scoring
- Priority Score, Engagement Category, and Risk Designation
- Summary Dashboard
- Engagement Plan tab
Stakeholder Analysis Pro Template
Best for: Practitioners who need deeper analytics, editable thresholds, visual outputs, and more structured engagement planning.
- Everything in Basic Template
- Editable influence and impact thresholds
- Dashboard interpretation guidance
- Priority Action Queue
- Heatmap and Influence/Impact Grid
- Engagement Plan Sample
- Optional CIA Setup tab
Stakeholder Analysis Toolkit
Best for: Practitioners who want the full implementation package for running, interpreting, and reporting the Stakeholder Analysis.
- Everything in Pro Template
- Workflow Checklist
- Stakeholder Analysis Playbook
- Engagement Strategy Guide
- Reporting Deck
- Completed Sample Reporting Deck
Not sure where to start?
Most practitioners should choose the Pro Template. It includes the analysis views that make stakeholder patterns easier to interpret, without requiring the full process and reporting package.
Which Stakeholder Analysis Template Should You Choose?
The right choice depends on whether you need a structured file, deeper analysis, or a complete process package.
Choose Basic Template if…
You need a professional stakeholder assessment file, basic prioritization, and a place to track initial engagement actions.
Choose Pro Template if…
You need the analysis workbook with editable thresholds, dashboard interpretation, visual outputs, priority views, and engagement planning support.
Choose Toolkit if…
You need to run the full stakeholder analysis process, guide the work, interpret findings, and report results to leaders or project teams.
See the Stakeholder Analysis Tools in Action
Watch how the stakeholder analysis tools organize stakeholder data, generate scoring outputs, show visual analysis, and support engagement planning.
Demo shown in Excel. Google Sheets versions are also included.
What Is Included at Each Level?
The product levels are designed to avoid overbuying. Choose the level of support you need now.
Basic Template
Includes the core spreadsheet structure: Stakeholder Assessment, scoring fields, Priority Score, Engagement Category, Risk Designation, Dashboard Summary, and Engagement Plan.
Editable Thresholds
Included in the Pro Template and Toolkit so you can adjust what counts as High Influence and High Impact for the context of the initiative.
Heatmap and Influence/Impact Grid
Included in the Pro Template and Toolkit to help you see where stakeholders are concentrated across Influence and Preliminary Impact.
Priority Action Queue
Included in the Pro Template and Toolkit to rank stakeholders or groups requiring attention and show the priority, risk, disposition, ownership, and action context needed for follow-up.
Engagement Plan and Sample
The Basic Template includes the Engagement Plan. The Pro Template and Toolkit also include a sample to show the intended level of detail.
Process Guidance
The Toolkit adds the Workflow Checklist, Playbook, Engagement Strategy Guide, Reporting Deck, and Completed Sample Reporting Deck.
Want the full process support?
The Toolkit is the right choice when you want more than the spreadsheet. It gives you the guidance and reporting materials to run the Stakeholder Analysis more professionally.
Compare the Stakeholder Analysis Options
Use this comparison to decide whether the Basic Template, Pro Template, or Toolkit is the right level for your work.
| Feature | Basic Template $47 | Pro Template $127 | Toolkit $247 |
|---|---|---|---|
| Excel and Google Sheets versions | ✓ | ✓ | ✓ |
| Stakeholder Assessment tab | ✓ | ✓ | ✓ |
| Influence, Preliminary Impact, and Disposition scoring | ✓ | ✓ | ✓ |
| Priority Score, Engagement Category, and Risk Designation | ✓ | ✓ | ✓ |
| Summary Dashboard | Standard | Advanced | Advanced |
| Editable High Influence and High Impact thresholds | – | ✓ | ✓ |
| Dashboard interpretation guidance | – | ✓ | ✓ |
| Priority Action Queue | – | ✓ | ✓ |
| Key Allies identification | ✓ | ✓ | ✓ |
| Stakeholder Heatmap ? | – | ✓ | ✓ |
| Influence/Impact Grid ? | – | ✓ | ✓ |
| Engagement Plan tab | ✓ | ✓ | ✓ |
| Engagement Plan Sample | – | ✓ | ✓ |
| Optional CIA Setup tab ? | – | ✓ | ✓ |
| Workflow Checklist ? | – | – | ✓ |
| Stakeholder Analysis Playbook ? | – | – | ✓ |
| Engagement Strategy Guide ? | – | – | ✓ |
| Reporting Deck | – | – | ✓ |
| Completed Sample Reporting Deck | – | – | ✓ |
Our How-To Page
Our how-to page explains the general stakeholder analysis process. That can give you a solid foundation that the Toolkit guidance builds on: a downloadable set of practitioner resources that helps buyers run the process, use the Pro Template, interpret the outputs, and prepare engagement and reporting.
Frequently Asked Questions
Which option should I buy?
Choose Basic if you need structure. Choose Pro if you need deeper analysis and visual outputs. Choose Toolkit if you need the full process, engagement strategy, and reporting support.
Why is the Pro Template marked Most Popular?
It is the best fit for most practitioners because it includes editable thresholds, advanced dashboard interpretation, the Priority Action Queue, heatmap, Influence/Impact Grid, and expanded engagement planning support without requiring the full Toolkit documents.
Do these include both Excel and Google Sheets?
Yes. The spreadsheet-based tools include both Excel and Google Sheets versions. Excel for Microsoft 365 is recommended, and Excel 2021 or later should support the core workbook formulas. Use the Google Sheets version if your organization limits Excel compatibility.
Are there macros or scripts?
No. The files are designed for practical corporate use and rely on standard spreadsheet formulas rather than macros.
Can I start with Basic and upgrade later?
Yes. The tiers are designed to build on each other. Many users can start with Basic and move to Pro or Toolkit when they need more analysis or process support.
Do I need the Toolkit if I only want the spreadsheet?
No. Choose the Pro Template if you want the advanced spreadsheet with dashboards, heatmap, Influence/Impact Grid, and engagement planning support. Choose the Toolkit only if you also want the workflow, playbook, engagement strategy, and reporting resources.
Choose Your Stakeholder Analysis Template
Start with the Basic Template, choose the Pro Template for deeper analytics, or get the full Toolkit when you want the complete process and reporting package.