Excel Influence, Interest & Engagement Template

Stakeholder Matrix Template

Identify who is affected by your project, assess influence and interest, and plan the right engagement and communication approach for each stakeholder.

Created by experienced project management professionals for practical, real-world project use.

Excel Stakeholder MatrixPower / InfluenceInterestEngagementCommunication Strategy

$14.99 • Excel (.xlsx) • Editable • Download within 30 days of order confirmation

Stakeholder Matrix Template cover
TemplateStakeholder Matrix
Primary UseStakeholder Analysis
Best ForProject Managers, PMOs & Change Teams
FormatExcel (.xlsx)
Price$14.99
Template Contents

What's Included in the Stakeholder Matrix Template?

Identify who is affected by your project, assess influence and interest, and plan the right engagement and communication approach for each stakeholder.

Stakeholder Register

List people, groups, roles and organizations.

Influence / Power

Assess ability to affect outcomes.

Interest / Impact

Assess attention and project impact.

Engagement Assessment

Compare current and desired engagement.

Communication Needs

Define information, channel and cadence.

Engagement Strategy

Plan actions for managing each relationship.

Why This Template Is Different

Built for Practical, Real-World Project Use

This PMWorld360 template is structured around the information project teams actually need to capture, review, communicate and control—not just a blank form.

Structured & Reusable

Use a consistent framework across projects.

Built for Accountability

Connect project information to ownership and follow-up.

Designed for Governance

Support reviews, decisions and stakeholder alignment.

Example

Stakeholder Matrix Example Snapshot

A short example shows the level of specificity the template is designed to capture.

Template ElementExample Entry
StakeholderOperations Director
InfluenceHigh
InterestHigh
Current EngagementSupportive
StrategyManage closely with weekly decision updates.

What Is a Stakeholder Matrix?

A stakeholder matrix is a project tool used to identify stakeholders, assess their influence and interest, and plan the right engagement approach.

When Should You Use This Template?

Initiation

Identify key stakeholders.

Planning

Define engagement strategy.

Change Initiatives

Assess support and resistance.

Executive Governance

Map decision-makers.

Project Recovery

Repair stakeholder alignment.

Major Changes

Reassess impact and communication.

Who Is This Template For?

Project Managers

Plan stakeholder engagement.

Business Analysts

Understand needs and influence.

Change Teams

Support adoption.

PMO Teams

Standardize analysis.

What Should a Stakeholder Matrix Include?

Stakeholder / Role

Who they are and relationship to project.

Influence / Power

Ability to affect decisions.

Interest / Impact

Level of concern or impact.

Current Engagement

Current project relationship.

Desired Engagement

Needed engagement level.

Strategy / Communication

Actions, messages and cadence.

Field Guide

Stakeholder Matrix Fields Explained

These are the core information areas represented in this PMWorld360 template.

Field / SectionWhat You RecordPurpose
Stakeholder / RoleWho they are and relationship to project.Supports consistent project use and decision-making.
Influence / PowerAbility to affect decisions.Supports consistent project use and decision-making.
Interest / ImpactLevel of concern or impact.Supports consistent project use and decision-making.
Current EngagementCurrent project relationship.Supports consistent project use and decision-making.
Desired EngagementNeeded engagement level.Supports consistent project use and decision-making.
Strategy / CommunicationActions, messages and cadence.Supports consistent project use and decision-making.
Step-by-Step

How to Use the Stakeholder Matrix Template

Complete the template using current project information, review it with the people accountable for the work, and keep it updated whenever approved project information changes.

Identify Stakeholders

List affected and influential people/groups.

Assess Influence and Interest

Classify relative power and attention.

Assess Current Engagement

Understand current support.

Define Desired Engagement

Set the needed level.

Plan Communications

Set information and cadence.

Assign Engagement Actions

Give actions an owner.

Review Regularly

Update as conditions change.

Stakeholder Matrix Best Practices

Segment Stakeholders

Use different strategies by profile.

Review After Major Changes

Influence and attitudes change.

Link to Communication Planning

Let analysis drive messaging.

Make Actions Specific

Engagement should result in follow-up.

Common Stakeholder Matrix Mistakes to Avoid

Treating It as a Contact List

The value is in analysis and action.

Never Updating It

Stakeholders change.

Ignoring Desired Engagement

Current state alone is insufficient.

No Ownership

Engagement actions need follow-up.

Stakeholder Matrix Template Format and Download

The product is provided as an editable Excel (.xlsx) file designed for practical project-management use.

Template FeatureIncluded
Editable fileExcel (.xlsx)
PMWorld360 professional structureYes
Reusable for future projectsYes
Download access after purchaseDownload within 30 days of order confirmation
Ready to Put It to Work?

Get the Stakeholder Matrix Template

Identify who is affected by your project, assess influence and interest, and plan the right engagement and communication approach for each stakeholder.

$14.99
How-To Guide

Learn How to Use the Stakeholder Matrix

See how to complete the template correctly and use it as part of practical project planning, governance and delivery.

Read the Stakeholder Matrix How-To Guide
Template Download Options

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Stakeholder Matrix Template FAQs

What is a Stakeholder Matrix?
A stakeholder matrix is a project tool used to identify stakeholders, assess their influence and interest, and plan the right engagement approach.
What format is this template?
It is provided as an editable Excel (.xlsx) file.
Who is this template for?
It is designed for Project Managers, PMOs & Change Teams.
Can I reuse the template?
Yes. You can edit and reuse it for your project-management work.