stakeholder engagement tracking tool

All-in-One Stakeholder Mapping, Assessment, Engagement, and Management Toolkit


Best Stakeholder Map Templates, Analysis Matrix, & Stakeholder Engagement Plan Templates for Change Managers and Project Leads

There are many moving parts to assessing, engaging with, and managing project stakeholders. You need to identify which change management stakeholders are critical, gauge stakeholder support or resistance to change, plan stakeholder engagement tasks, and more!

The OCM Solution Stakeholder Management Software has been designed for project management practitioners, HR, and change management leads. It provides you with everything you need to successfully assess, engage, and manage stakeholders during a change project including the below templates.


What is Included in the OCM Solution Stakeholder Software?

When you subscribe to our stakeholder toolkit, you immediately get access to the following templates and tools:

1. A stakeholder mapping template to map your respective stakeholders and groups
2. Stakeholder analysis templates to assess your mapped stakeholders and understand the who, what, when, why, how, and where for effective stakeholder management
3. Stakeholder engagement plan templates (with sample data) for your stakeholder strategies and engagement
4. A stakeholder management matrix with a step-by-step checklist of tasks and activities for managing your stakeholders. Our checklist is based on decades of best practices and includes everything you need to know
5. Centralized stakeholder analysis tools’ 360o dashboard for key reporting insights. Your centralized dashboard is connected to your stakeholder engagement matrix and shows real-time reporting information that you can easily share with project sponsors, firm managers, and others
6. A streamlined tasks section that guides you when implementing your stakeholder strategy

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Best-in-Class Toolkits Designed for Everyone, Irrespective of Your Level of Experience

The OCM Solution stakeholder assessment templates and stakeholder management tools are equally suited to newbies and seasoned change, project, and program managers alike.

This all-in-one easy-to-use stakeholder chart tool is designed to help those that are new to doing change management stakeholder analysis ramp up the learning curve with expert guidance as well as give experienced change, project, and program managers tools that are truly time-saving for managing stakeholders and managing your stakeholder plan and strategies.

stakeholder engagement matrix template

Centralize your stakeholder map template in the cloud! OCM Solution stakeholder analysis template & toolkit


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Background on this Stakeholder Management Toolkit with Streamlined Stakeholder Assessment Templates & Reporting Dashboards

As a Sr. Organizational Change Management Lead & Project Management Consultant, I have successfully delivered large-scale business initiatives that have impacted thousands of employees and stakeholders across Apple, Cisco, HSBC, Intel, Accenture, Deloitte, Capital One, State Street, and other global firms.

Throughout my consulting career, one major challenge voiced by change practitioners and project managers has been a lack of a standardized all-in-one set of stakeholder analysis tools that can be used across any industry, organization, and region for managing key stakeholders in a project.

And so, as a Pioneer of best business change toolkits, and a strong Advocate of the change management and program management communities I decided to work with OCM Solution Designers and Developers to launch the All-in-One Stakeholder Toolkit below, which includes defined, and easy to use stakeholder plans, stakeholder mapping templates, streamlined matrix, samples, and step-by-step guides.

Ogbe Airiodion
Senior Change Management Lead & Project Manager


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Online stakeholder analysis matrix templates and stakeholder mapping tools


Overview: OCM Solution Stakeholder Matrix & Engagement Mapping Templates


Features to Boost Project Success

Using OCM Solution stakeholder engagement templates and software, you can quickly identify and document the “who, what, when, how, and why” of stakeholders that have a stake in a change or who will need to be engaged and managed to increase the success of your project initiative.

Using this template, you can easily map, understand, and track all the key stakeholders in a project you have been assigned to.

Sign-up Today: Give Me Access to the OCM Solution Stakeholder Software.

stakeholder analysis template example

Stakeholder Mapping Template and Engagement Tool

Do you know all the critical stakeholder mapping and analytics factors that need to be assessed to increase your success? If not, no worries, our stakeholder analysis template includes a simplified and optimized structure with pre-defined stakeholder analysis columns and data fields for mapping your stakeholders and groups.

The OCM Solution stakeholder analysis matrix allows you to seamlessly add and edit columns to perfectly match the type of stakeholder assessment you need to conduct.

Sign-up Today: Access to the OCM Solution Matrix Stakeholder Analysis Software.

influence and interest stakeholder matrix

Stakeholder Management Template with Interactive Analytics

OCM Solution’s Stakeholder Management solution includes an advanced, interactive, stakeholder reporting dashboard that provides quick and meaningful insights into your stakeholder audience and allows you to view data any way you like.

Your stakeholder dashboard is linked in real-time to your stakeholder engagement assessment matrix and provides critical stakeholder reports that you can easily share with project sponsors, firm management, and others.

stakeholder mapping matrix template

Ready to Go from Sign-In

Our 360° stakeholder engagement assessment matrix, and engagement templates and software are ready to use right from when you sign-up.

The stakeholder matrix template columns are designed according to project and change management best practices, so you can get started on your project right away.

In addition, your stakeholder matrix template is directly linked to the reporting dashboard that comes with the software. This is highly beneficial because all aspects of your stakeholder mapping templates are linked to your centralized dashboard to provide you and your team with a holistic view of all stakeholders, by type, level of engagement, and impacts.stakeholder engagement assessment matrix templateYou Can Also Customize Your Stakeholder Matrix Template

Don’t see a column for an attribute you’d like to capture? You can add your own columns, edit the dropdown lists, and move columns wherever you like on the stakeholder mapping tool template. There are multiple customizations you can make to your stakeholder engagement tools.

prosci stakeholder analysis template

Integrated Stakeholder Task Management

Task tracking is a core part of any project. You will need to track your stakeholder activities, as well as your engagement and management tasks. You won’t have to use a separate task management app with OCM Solution tools. All our stakeholder mapping tools incorporate a stakeholder task management section. Everything stays together in one place!

Sign-up Today: Give Me Access to the OCM Solution Stakeholder Engagement Strategy Template.stakeholder engagement mapping templateCollaborate Anywhere

The OCM Solution stakeholder engagement matrix tool is in the cloud and accessible from any device (desktop, tablet, smartphone). Add as many team members as you like to your account to work together or separately. You can even add guests with view-only access to view stakeholder charts.

Sign-up Today: Give Me Access to the OCM Solution Stakeholder Engagement Strategy Template.stakeholder meeting agenda template

Free Surveys With Your Stakeholder Template

Your stakeholder management plan templates come with free survey forms. Save time gathering stakeholder KPIs with free surveys and questionnaires. These are ready to use and can be edited per your needs. Surveys are in MS Word and MS Forms formats.

Sign-up Today: Access to the OCM Solution Stakeholder Requirements Templates & with Free Surveys.project management stakeholder analysis template

And don’t forget that our tools all include stakeholder analysis matrix examples and samples to guide you along the way.

Are you interested in a stakeholder mapping template Excel? You can still subscribe to our cloud version and then export to Excel to use offline. Also, you can export your stakeholder reports to PDF or PPT and save them as a stakeholder mapping template Word version.

Sign-up today and start using your stakeholder diagram templates, engagement tool, and stakeholder interview template for interviewing and engaging with key project stakeholders.


What are Users Saying About OCM Solution Change Management Toolkits?

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New to Change Management & Stakeholder Management?

Our Stakeholder Manager Toolkit includes a step-by-step tutorial to walk you through best practices for stakeholder analysis, engagement, and management. Sign up for our stakeholder map tool today.


Generate Masterful Stakeholder Analytics Reports

project stakeholder template

Does the project lead need to see stakeholder assessment reporting for a specific department? Stakeholder type? Location? You can easily show all of these reports and more with the interactive analytics in the OCM Solution Stakeholder Management Toolkit.

The stakeholder map tool is connected to a centralized reporting dashboard that allows you to easily see everything in one place, and quickly export stakeholder reports to PowerPoint (PPT) or PDF to share with others.

In addition, your centralized dashboard provides you with real-time insights that can help you make strategic decisions on your stakeholder engagement plan strategy, and you can drill down deeper into the stakeholder list template reporting details as much as you like.

Looking for stakeholders that have a high ability to impact a project, but have low support for that project? Just click on the number that is on the OCM Solution “Levels of Support vs. User Ability to Impact” stakeholder identification template report and you’ll see exactly which stakeholders you need to proactively engage with to keep your change project on track.

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Click on the navigation arrows above to scroll through these OCM Solution Stakeholder Analytics screenshots and stakeholder list templates views

Are you interested in a stakeholder analysis template Excel version? No worries, we have you covered. You can subscribe to the online version and easily export it to Excel to use as an offline stakeholder analysis matrix example tool. Also, you can export your stakeholder reports to PDF or PPT and save them as a stakeholder mapping template Word version.

See the sections below for pricing information on the OCM Solution stakeholder engagement templates.


Contact us if you have any questions about OCM Solution toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.


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Time-Saving stakeholder Management Matrix That Captures What You Need

Using your stakeholder assessment matrix from OCM Solution, you can easily segment your stakeholder audience based on their receptiveness of (or resistance to) the change.

See which stakeholders are resisting the project, and which ones have provided buy-in and support.

Apply geographical location views to effectively identify and engage stakeholders based on localization attributes. Your stakeholder assessment matrix template includes streamlined fields and step-by-step tips that guide you all the way as you assess, engage, and manage your stakeholders.

Sign-up today and start using your stakeholder diagram templates and engagement tool.

This is going to save you tons of time because you can start your stakeholder engagement tracking right away. You don’t have to study change models or build stakeholder mapping spreadsheets from scratch to come up with your own columns, be afraid you’re missing something important, or wonder why certain information is needed.

As mentioned above, the tooltips that are in the stakeholder mapping matrix template are designed to guide you every step of the way as you use the OCM Solution stakeholder analysis tools!

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Use the Left and Right Arrows Above to Scroll Through the OCM Solution (formerly AGS) Stakeholder Template Screenshots


Don’t hesitate to let us know if you have any questions about our stakeholder mapping templates, dashboards, and all-in-one stakeholder engagement toolkits.

Interested in a stakeholder mapping template Excel version? We’ve got you covered. You can sign up for our online version, and then export it as a stakeholder matrix template Excel download to use offline. Alternatively, you can directly use the online version (without needing to use it offline), and when needed, easily export it to Excel, PDF, or PPT to share with your stakeholders.

Sign-up today and start using your stakeholder interview template for interviewing and engaging with key project stakeholders.


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OCM Solution No Longer Offers its Stakeholder Engagement Plan Template Excel Tools

Why did OCM Solution (formerly AGS) stop offering its stakeholder management plan template Excel tools?

We no longer offer our stakeholder matrix template Excel tools due to Excel-based limitations and Excel freezing issues. Also, based on feedback from customers, the preference is for online tools versus Excel because the online versions provide customers with real-time capabilities, and they can easily collaborate together in real-time with other members of their team.

If you absolutely need a stakeholder engagement plan template Excel tool, please contact us. On your subject line enter: “I Need the Excel Stakeholder Tool”


OCM Solution All-in-one Stakeholder Management Software

stakeholder participation matrix

A best all-in-one stakeholder software should enable you and other professionals to effectively conduct all aspects of your stakeholder mapping, engagement, and management activities and be able to report on these activities to project sponsors and leadership.

It also needs to be flexible enough so it can be used across any industry, organization, and region, and for any project size.

We have designed our stakeholder tools with you in mind. As advocates of the industry, we went the extra mile and included free stakeholder engagement plan template surveys, and also included free change management templates that you can use for other areas of your change and project management programs. Having a streamlined list of change management tasks will guide and help you increase the successes of your stakeholder engagement activities and tasks.

After subscribing, click on the Change Management Workflow Template to access your free stakeholder engagement plan template checklist tasks. In addition, the free change management checklist can be used as a free stakeholder map template checklist to track your mapping activities.

stakeholder circle template

Illustration: Accessing Your Change Management Workflow Template

Interested in a stakeholder matrix Excel template? Please note that OCM Solution no longer promotes its legacy stakeholder matrix Excel tools. This is due to Excel-based limitations and freezing issues. Also, based on feedback from customers, the preference is for online tools versus Excel because the online versions provide customers with real-time capabilities, and they can easily collaborate together in real-time with other members of their team.

If you absolutely need stakeholder management plan template Excel tool, please contact us. On your subject line enter: “I Would Like the OCM Solution Excel Stakeholder Tool”

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Do You Need to Enter a Stakeholder Type in Your Stakeholder Matrix?

Most definitely. When conducting stakeholder assessments using any type of stakeholder management software or stakeholder analysis template Excel versions, it is important that you enter the type of stakeholder a person is for a particular project, otherwise planning your stakeholder engagement is going to take you a lot more time.

How so? If you don’t flag a stakeholder by their type then whenever you or anyone else looks at your stakeholder mapping matrix, they won’t be able to determine who is who.

Important to Use Stakeholder Analysis Tools that Allow You to Enter Stakeholder Type

stakeholder engagement framework template

When populating the OCM Solution stakeholder management plan template, you’ll want to enter the Stakeholder Type for each stakeholder you are assessing and managing.

Examples of Stakeholder Type:

  • Influencer
  • Sponsor
  • Department Head
  • Executive
  • Director
  • Manager
  • Change Agent / Champion
  • Steering Committee Member
  • Leader
  • VP
  • SVP
  • Impacted End-User

Using the stakeholder type column in the OCM Solution stakeholder mapping tool makes it easy to sort and filter your stakeholders by type as you’re doing your analysis and implementing your stakeholder strategy.

If you wanted to export a specific group of stakeholders from the stakeholder assessment matrix, for example, “Change Agents,” and import them into another toolkit, such as a Change Champions & Agents Toolkit, if you already have them tagged by type, it’s easy.

You would simply export your stakeholder matrix data, sort on the Stakeholder Type Column to bring all your Change Agents together, and import just those stakeholder types into the template. This process makes your entire stakeholder strategy implementation easy to implement.

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Your OCM Solution stakeholder analysis matrix template is designed to be seamless, easy to use, and ready to go starting from day 1. Note that you can also export your reports to PDF or PPT and if needed, you can then save these as a stakeholder engagement plan template Word version to share with others.


Getting Started with Your OCM Solution Stakeholder Tools

If you subscribe to one or more OCM Solution Toolkits, including the stakeholder matrix mapping tool, here’s how you get started!

Once you’ve subscribed, you’ll sign in and be taken to the Main Dashboard page of your stakeholder management templates software. To begin using your Toolkit(s), you would follow these steps:

  • Create a new project to start using your stakeholder management templates.
  • Name your project.
  • Add additional project members (if you wish)
  • Save your project and start using your stakeholder matrix mapping templates

mind tools stakeholder analysis

Note that our software includes a free change management toolkit which contains free stakeholder map template tasks and checklists for completing all aspects of your change management stakeholder strategy implementation and engagement.

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Why Use the #1 Top OCM Solution Stakeholder Tool for Your Change Project?

  • Saves you tons of time on all aspects of your stakeholder assessment, engagement, and management activities
  • Stakeholder engagement toolkit is based on industry-standard change methodologies
  • Stakeholder matrix and stakeholder graph software can be used by both beginners and experienced change managers
  • Change teams can collaborate together online using the OCM Solution stakeholder management tools and techniques
  • Streamlined stakeholder management templates
  • Automatic stakeholder matrix reporting that is always current with your data
  • Based on a best-in-class stakeholder engagement model
  • Easy to use stakeholder analysis templates and stakeholder plan templates
  • Seamless stakeholder matrix
  • You can access your OCM Solution Stakeholder Toolkit from any device
  • Easily export to a stakeholder analysis template Excel version
  • The structured, but flexible stakeholder plan template keeps you from dropping any balls
  • Makes you look good with smart stakeholder engagement analytics for presenting to your firm leaders and project sponsors
  • Easily conduct internal and external stakeholder management without having to start from scratch. Use our sample data as your stakeholder profile template.
  • Seamless ability to export your reports as stakeholder analysis template PPT files. And then share these PowerPoint reports with others.

What’s Inside the OCM Solution Stakeholder Management Module?

  • Free change management templates & roadmaps
  • Guides and planning for stakeholder engagement, coaching & buy-in
  • Instant analytics as you input data into your stakeholder templates (no spending hours trying to create reports)
  • Ability to upload your stakeholder data from a spreadsheet or key it into the Cloud interface
  • Stakeholder consultation plan template samples
  • Master organizational lists that populate into all stakeholder templates as dropdown options
  • Streamlined stakeholders assessment matrix
  • Stakeholder analysis templates that are seamlessly linked to your stakeholder analysis chart reports
  • Sample data and stakeholder profile template examples
  • Influence interest stakeholder matrix samples
  • Stakeholder analysis power interest matrix samples
  • and more!

Stakeholder Management Template with Holistic Reporting Analytics

The OCM Solution stakeholder mapping software includes an advanced, cutting-edge, analytics dashboard that provides quick and visualized insights into your stakeholder audience.

Using your stakeholder management tool from OCM Solution, you can easily segment your stakeholder audience based on their receptiveness of (or resistance to) the change. Easily see which stakeholders are resisting the project, and which ones have provided buy-in and support. Apply geographical location views to effectively identify and engage stakeholders based on localization attributes.

Flexible and Scalable Stakeholder Mapping Tool

Your OCM Solution stakeholder management software template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few stakeholder groups to large transformations that will impact thousands of employees, managers, customers, and external users.

Click below to watch the video tutorial of our Stakeholder Analysis Tool Template

Seamless Stakeholder Analysis Chart, Analytics & Reporting Dashboard

The stakeholder management matrix analytics dashboard that comes with your OCM Solution stakeholder analysis toolkit gives you real-time business insights about your stakeholders that can help you make strategic decisions on your stakeholder engagement plan. Also, you can quickly export these stakeholder reports to PPT and PowerPoint to socialize with key leaders and managers.

Your Stakeholder Management Tool Dashboard is continuously up to date with the progress you or your team are making as you complete your stakeholder mapping assessment and as you populate your stakeholder analysis matrix.

Click below to watch the video tutorial of our Stakeholder Analysis Tool Reports (Analytics)

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The stakeholder mapping templates are going to save you tons of time when it comes to analyzing and presenting your stakeholder data. Instead of having to spend hours poring over your inputted stakeholder analysis information and trying to chart it into comprehensive insights – OCM Solution has done it all for you with defined stakeholder analysis charts and stakeholder management performance KPIs! And don’t forget that our tools also include stakeholder analysis matrix examples and samples to guide you.

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stakeholder chart template


FAQs – OCM Solution (formerly AGS) Stakeholder Engagement Matrix Templates

Multi-prong question about sharing the Stakeholder Assessment and Mgt Tool with other team members

Questions: Can I share this Stakeholder Assessment and Mgt Tool with others? What are the requirements for the single-use license? If I have a colleague on the same project, can we use it separately and work on the project separately, or do we need to buy 2 licenses?

Answer: Our Stakeholder Analysis Tool is offered on a per-user basis. You can add users to your account to collaborate with you, and they should be added through your User Management dashboard. Users can be added when you build your plan at checkout or any time after you’ve subscribed. 

Can I cancel my stakeholder mapping templates subscriptions at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our Stakeholder Assessment and Mgt Tool are recurring but can be canceled anytime by the Account Owner in My Account >Subscription. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the Stakeholder Analysis Templates and Toolkit include guides and tutorials?

Answers: Yes, it does. And more. You’ll find stakeholder mapping power interest matrix guides, tutorials, and video tutorials that provide you with a step-by-step walkthrough on using the Stakeholder Analysis Toolkit. You’ll also find tooltips throughout the Template and Analytics that guide give you knowledge boosts as you use the tool. Surveys are also an added feature that saves you time.

Can I upload (import) data into the Stakeholder Assessment and Mgt Tool’s spreadsheets. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your Stakeholder Analysis Tool. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together. You can import both Excel and CSV formats.

I am in a different region, will this Stakeholder Assessment and Mgt Tool still work for me?

Answer: Yes. This tool was developed for change managers in the U.S., Canada, Australia, the U.K., Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Stakeholder Assessment and Mgt Tool platform.

You have the ability in your Settings to change the time zone and date format for your account environment.

Can I remove OCM Solution branding and use my branding or firm’s logo?

Answer: Yes, you can replace OCM Solution branding on your purchased Stakeholder Analysis Toolkit, when you add the Rebranding add-on to your plan.

Can I upgrade at any time? Can I add more products later on?

Answers: You can add OCM Solution Toolkits, users, and projects at any time. Our solution is extremely scalable instantly, there’s no waiting to use a new toolkit you’ve added or to enable a new user in the tool.

How are future enhancements/changes handled for this Stakeholder Assessment and Mgt Tool?

Answer: Future upgrades and changes to your Stakeholder Assessment and Mgt Tool will be done periodically. Upgrades and future enhancements will always be free to customers.


Developing This Year’s Best Stakeholder Management Software for Stakeholder Mapping, Assessment, Tracking, & Management

Video Review: Stakeholder Template & Tool

We often get questions from clients and other change practitioners including “which tools are the best stakeholder management software tools to use for mid-to-large scale projects.” We’ve also heard comments like “if only I had an easy-to-use stakeholder engagement dashboard and stakeholder assessment tool.”

From experience we have learned that to better increase the success of your stakeholder assessment, mapping, engagement, and management, it is essential that you apply a structured change management process.

You should also leverage a best stakeholder assessment tool, also referred to as stakeholder management software, that interactively allows you to see which stakeholders are receptive to the change, which ones are resisting the change, and which stakeholders need additional engagement to increase their receptiveness to the change.

While several best stakeholder management software tools can be found on the market today, not all of them are part of an integrated and holistic change platform, like OCM Solution Portfolio.

These stakeholder assessment tools allow you to conduct stakeholder mapping only, and others include an easy-to-use stakeholder engagement dashboard that provides you with graphical analytics. It’s important to consider ease of use and scalability when choosing any top stakeholder analysis template or tool.

Video Tutorial of this OCM Solution Stakeholder Tool

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Authors: Ogbe Airiodion (Senior Change Management Lead) and Francesca Crolley (Content Manager)
Note: Content on OCM Solution (Formerly Airiodion Global Services (AGS))'s ocmsolution.com website is copyrighted. If you have questions, comments, or tips about this OCM Solution (Formerly Airiodion Global Services) content or product, please contact OCM Solution today.

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Making the Case for Organizational Change Management Easily explain the value of change management to your leadership, key stakeholders, sponsors, and management with this ready to use Change Management Presentation PPT Deck: Making the Case for Change Management

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