Stakeholder Analysis Template
Who needs our attention, why, and what should we do next?
The Change Adaptive Stakeholder Analysis Template turns a stakeholder list into a clear picture of where attention is needed. Rate each stakeholder on Influence, Impact, and Disposition, and the template calculates Quadrant, Priority, and Risk, flags who needs attention, and builds a Dashboard that updates as you work. It works for any organizational change, from restructures, mergers, and new ways of working to ERP, CRM, and AI implementations.
Enterprise-safe: No macros or scripts. Standard spreadsheet formulas only, for easier IT approval.
See the Stakeholder Analysis Template in Action
Watch a short walkthrough: set up your groups, add a stakeholder, and see Quadrant, Priority, Risk, and the Dashboard update as you go.
Demo shown in Excel. The Google Sheets version works the same way.
What’s Inside the Stakeholder Analysis Template
Five tabs take you from setup to a finished analysis. You enter information on two of them, Setup and Assessment. The Dashboard shows the results, Start Here explains the method, and Example shows a completed analysis.
Start Here
The workflow, rating scales, and calculation rules on one page.
Setup
Your Groups, plus optional Locations and Owners, listed once and used as drop-downs so everyone uses the same names.
Assessment
Where you build the analysis, for up to 500 stakeholders, with checks that flag missing ratings and duplicate names.
Dashboard
A summary that updates as you work. It shows the Example data until you complete your first stakeholder.
Example
A completed analysis for a cloud ERP implementation: 28 stakeholders across 12 groups, with notes showing where each rating came from.
Excel and Google Sheets
Both versions use the same fields, calculations, and workflow, so you can work in whichever your organization uses.
How the Template Works
Three steps take you from a stakeholder list to a clear view of who needs attention.
Set Up
List your Groups, plus Locations and Owners if you use them. They become the drop-down lists on the Assessment tab, so everyone uses the same name for the same group.
Assess
Add each stakeholder or group and rate Influence, Impact, and Disposition from 1 to 5. Use Notes to record where the information came from, such as a discovery interview or the project scope.
Review and Act
Quadrant, Priority, and Risk calculate as soon as the three ratings are in. Review the Dashboard, then add an Owner and a Next Action for the stakeholders you plan to follow up with. Both are optional; the analysis is complete without them.
What the Template Calculates
The rules are fixed, with High meaning a rating of 4 or 5, so results stay consistent from one analysis to the next.
Quadrant
Manage Closely, Keep Satisfied, Keep Informed, or Monitor, based on Influence and Impact.
Priority
Influence × Impact, from 1 to 25, to rank stakeholders against each other.
Risk
High, Medium, Key Ally, or Not Flagged, combining Influence, Impact, and Disposition.
New to the method? How to Do a Stakeholder Analysis walks through the full six-step process and every rating scale.
A Dashboard That Shows Where to Focus
The Dashboard brings the analysis together and updates as you work, so you can step back from individual rows and see the patterns across the whole stakeholder landscape.
Headline Tiles
Total stakeholders, Manage Closely, High Risk, Medium Risk, Key Allies, and Resisting, at a glance.
Counts by Quadrant, Risk, and Disposition
How the whole analysis is distributed, with percentages and bars.
Influence × Impact Grid
How many stakeholders sit at each combination of ratings, across a 5×5 grid.
Resistance by Quadrant
Where Resistant and Skeptical stakeholders sit, and how many are flagged High or Medium Risk.
Top 10 Priority Stakeholders
The stakeholders who combine the most Influence and Impact, with their Risk, Owner, and Next Action.
High- and Medium-Risk Stakeholders
The stakeholder situations that need attention first, with Quadrant, Disposition, and Priority.
Get the Stakeholder Analysis Template
One template, two licenses. Both include exactly the same files.
For one practitioner running stakeholder analysis on their own initiatives.
BUY SINGLE USER – $59For use across one organization, so every team works from the same template.
BUY ORGANIZATION – $149Every License Includes
- Stakeholder Analysis Template for Microsoft Excel
- Stakeholder Analysis Template for Google Sheets
- Completed cloud ERP example with 28 stakeholders
- Practitioner Guide, full edition with the Question Bank
- Interview-ready questions, each tagged with who to ask
- Follow-up probes and “listen for” cues that show which way a rating points
- Sample 30-minute discovery interview and workshop prompts
The Method Behind the Template
The template follows the Change Adaptive approach to stakeholder analysis, Step 3 of our change management process, guided by the LEADER Methodology™.
The Stakeholder Analysis Practitioner Guide explains the judgment behind every entry: who belongs in the analysis, how to rate them consistently, how to read the results, and when follow-up is worth it. The guide is free to download. Template buyers receive the full edition, which adds the Question Bank: questions to ask in the interview itself, each tagged with who to ask, with follow-up probes and cues for what an answer means for the rating.
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Frequently Asked Questions
Does the template work in Excel and Google Sheets?
Yes. You get both versions, and they use the same fields, calculations, and workflow. The Excel version works in Excel 2016 or later and Microsoft 365, on Windows and Mac.
Do I need stakeholder analysis experience to use it?
No. The Start Here tab explains every rating scale and calculation rule, the completed ERP example shows what good entries look like, and the Practitioner Guide covers the judgment behind each rating.
Can I change what counts as High Influence or High Impact?
No. High is fixed at a rating of 4 or 5, so results stay consistent from one analysis to the next and are easy to compare across initiatives.
What is the difference between the Single User and Organization licenses?
Both licenses include exactly the same files. The Single User license is for one person. The Organization license is for use across one organization. The full terms are in our Terms and Conditions.
Is there a guide to stakeholder analysis?
Yes. The Stakeholder Analysis Practitioner Guide is free to download on this page. Template buyers receive the full edition, which adds the Question Bank. Unlike the planning questions on our how-to page, it is built for the conversation itself: each question shows who to ask, includes follow-up probes, and comes with cues for what an answer means for the rating. It also includes a sample 30-minute discovery interview and workshop prompts.
Does the template connect to a Change Impact Assessment?
Stakeholder Analysis can help identify the people and groups to involve in Change Impact Assessment. Group names can be copied into the CIA Template’s Setup tab, where affected Roles/Teams are defined separately. Each specific impact is then recorded and rated for Severity and Criticality. SA Impact ratings do not transfer to CIA, and there is no automatic connection between the workbooks.
Ready for the next step? See how to create a Change Impact Assessment.
Get the Stakeholder Analysis Template
See who matters to your change, where they stand, and who needs attention first, in Excel or Google Sheets.
Need it across your organization? Get the Organization license – $149