Stakeholder Register with Roles and Responsibilities Excel Template

Share:
The first thing to do when a project manager starts managing stakeholders is to know who are the key stakeholders and then document them. This stakeholder template built in excel helps in documenting all the stakeholders and related information.

Stakeholder Register with Roles and Responsibilities Excel Template
Stakeholder Register Excel Template

A stakeholder is any individual, group or organization who has any direct or indirect interests in a project and is likely to be affected by the outcome of the project.

A project can have multiple stakeholders (internal/external) and each stakeholder may have varied interests and expectations from the project.

As a Project Manager, is it very important to meet these expectations to ensure that stakeholders are happy. Though some of the stakeholder information is captured in a Project Charter and Stakeholder Management Plan , a stakeholder register is a document used by project managers to capture details on the interests and expectations of the stakeholders from the project to help understand their communication requirements. 

This document which lists out the names, designation, role in the project, interests, expectations, influence etc and is circulated to all stakeholders and should be updated and maintained throughout the project life cycle.

Stakeholder Excel Register Explained


A Stakeholder Register template will include the following fields:

Name – Contains the name of each stakeholder of the project

Designation – Notes the Title/Position of the stakeholder (e.g. Director, Vice President, Head of Technology)

Department – Specifies the department of the stakeholder

Role – Defines the roles each stakeholder plays in a project (e.g. Sponsor, Project Lead, Tester, Product Manager)

Contact - Contains the phone and email address of the stakeholder

Category – Specifies the category of the stakeholder (Internal or External to the organization)

Interests: Denotes the Interest of every stakeholder involved in the project. Every stake holder has a different level of interest (High/Medium/Low) in a project. Some stakeholders may have High interest while others may have a Low interest. 

For e.g. If a decision has been made by the Head of Technology to redesign the website of an e-commerce company to adhere with responsive web design guidelines, it calls for involvement of different teams like the Front End Designer, Developers, Testers, Back End Developers, Network and Infrastructure. 

In this example, the Head of Technology will have a High interest in the project, Front End Designers, Developers and Testers will have a medium level of interest while the Back End developers who have minimum involvement in this project will have a low interest.

Influence/Power: This field defines the level of influence of a stakeholder on the project. Some stakeholders like Sponsor have High power as they can influence the decisions. 

However, in an agile environment, the developers will have a High influence in the decisions being made about the project

Expectations: Mentions the expectation a stakeholder has from a project.  For e.g. As a stakeholder a Project Lead expects the product to be delivered on time.

Communication requirements: Describes the mode of communication a stakeholder expects. Stakeholders expect regular communication regarding the status of the project and they may have preference of the type and mode of communication which is noted in this column. 

One stakeholder may prefer communication via Video Conference, while others may prefer an email or Telephone update.

Frequency :This field mentions the frequency at which the stakeholder expects to receive the communication. While the Sponsor of a project may prefer a weekly/bi weekly update, another stakeholder may prefer a daily communication

Comments : This field can be used to make note of any additional comments/notes regarding the stakeholder. 

No comments