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Stakeholder register and engagement plan template

Stakeholders, interest, influence and engagement plan. Free download in Excel.

CM-TPL-PLN-09Plan phaseExcelFree
Download Excel (.xlsx)
Free download

Download the stakeholder register template

Identify every stakeholder group, assess their interest and influence, and plan how and how often to engage them.

Download Excel (.xlsx)

Free to use and adapt. Document ID CM-TPL-PLN-09, version 1.0, November 2026.

What's inside

What the template includes

Sheet: Stakeholders

18 columns, with dropdowns, formulas and 8 example rows:

IDStakeholder / groupRole / departmentContactInternal / externalWhat they care aboutHow the migration affects themInterest (1-5)Influence (1-5)QuadrantCurrent attitudeDesired attitudeEngagement actionsChannelFrequencyRelationship ownerLast contactNext contact
How to use it

How to use this template

  1. List stakeholders by role or group, not just individuals; include external parties (partners, vendors, auditors, customers if affected).
  2. Rate interest and influence 1-5; the quadrant calculates: Manage closely, Keep satisfied, Keep informed or Monitor.
  3. Record the current and desired attitude and plan actions to close the gap.
  4. Use the engagement plan columns to drive the communication plan (CM-TPL-PLN-10).
  5. Review monthly and before each wave; stakeholders change as the project moves from planning to cutover.
Built to a standard

Ready to share with your steering committee

  • Branded cover or instructions page with document ID and version
  • QR code linking to the latest version, and a Code128 barcode for your document register
  • Document control, approval block and a clear disclaimer
  • Example rows written for real migration projects, which you replace with your own
FAQ

Questions about this template

Is the stakeholder register template free?

Yes. Download it in Excel and adapt it for your organisation. No sign-up is needed.

Can I use it in Google Sheets or Google Docs?

Yes. Upload the file to Google Drive and open it with Google Sheets or Docs. Dropdowns and most formulas carry across; check conditional formatting after converting.

Can I remove the Cloud-Migrations branding?

Yes. Replace the logo and footer with your own. Keep the disclaimer in mind: the template is general guidance and needs adapting to your project.

How do I know I have the latest version?

Scan the QR code on the cover or instructions sheet. It opens this page, which always links to the current version.