Strategy

Strategy

Stakeholder Engagement Toolkit

Toolkit

Bring your stakeholders with you.

A full set of tools to map, research and engage the stakeholders who can make or break your work.

Format

Digital download, instant access

DESIGNED FOR

Leaders running a change, project or consultation

Strategy · Toolkit
£ 95 

One-off. Choose the toolkit on its own, or add a coaching call with James.

Buy now

Yours to keep, organisation-wide

QUICK SUMMARY

In a nutshell.

INCLUDES
  • Mapping tools to identify and prioritise stakeholders
  • Research methods from interviews to surveys and focus groups
  • An engagement plan to design how you reach each group
  • Consensus and consultation tools for the hard conversations
  • Reporting templates to close the loop and show you listened
OUTCOMES
  • A clear map of who matters and why
  • Real insight into what your stakeholders think
  • An engagement plan people can see themselves in
DEEP DIVE

The process, step by step.

Each tool has a specific job and a specific place in the running order. Run them like this and the outcome takes care of itself.

CLICK EACH ITEM TO READ MORE
Stakeholder Mapping & Analysis
Identify and prioritise the stakeholders who matter.

Framework

Identifying, categorising, and prioritising stakeholders based on their relevance and impact on the project.
Read more about this tool →
Stakeholder Engagement Plan
Design how you will engage each stakeholder group.

Framework

A tailored plan outlining strategies for engaging with different stakeholders in a project.
Read more about this tool →
Stakeholder Audits
Assess how well current engagement is working.

Diagnostic

Processes for evaluating current stakeholder engagement effectiveness and identifying areas for improvement.
Read more about this tool →
Stakeholder Interviews
Understand stakeholders in depth, one to one.

Discussion

Personal interactions with stakeholders for in-depth understanding and feedback.
Read more about this tool →
Face-to-Face Interviews
Understand stakeholders through personal conversation.

Discussion

Personal interactions with stakeholders for in-depth understanding and feedback.
Read more about this tool →
Focus Groups
Explore stakeholder views in open discussion.
60 minutes

Discussion

Small group discussions to explore stakeholder opinions and attitudes in a collaborative setting.
Read more about this tool →
Online Surveys
Gather feedback from many stakeholders efficiently.

Diagnostic

Electronic questionnaires distributed to stakeholders to gather large-scale feedback efficiently.
Read more about this tool →
Public Consultation Events
Give stakeholders an open forum to be heard.

Discussion

Organised forums where stakeholders can share their views and engage in dialogue about the project.
Read more about this tool →
Consensus Building Techniques
Help diverse groups reach genuine agreement.

Discussion

Innovative approaches to facilitate agreement among diverse stakeholder groups.
Read more about this tool →
Reporting & Feedback
Close the loop with stakeholders on what you heard.

Report

Communicating outcomes of stakeholder engagement back to the stakeholders and for tracking the impact of engagement activities.
Read more about this tool →
DEEP DIVE

The agenda, step by step.

The session is made up of a series of explainers, scenarios and tools. Read more below to get a clear picture of what to expect.

CLICK EACH ITEM TO READ MORE
Stakeholder Mapping & Analysis
Identify and prioritise the stakeholders who matter.

Framework

Identifying, categorising, and prioritising stakeholders based on their relevance and impact on the project.
Read more about this tool →
Stakeholder Engagement Plan
Design how you will engage each stakeholder group.

Framework

A tailored plan outlining strategies for engaging with different stakeholders in a project.
Read more about this tool →
Stakeholder Audits
Assess how well current engagement is working.

Diagnostic

Processes for evaluating current stakeholder engagement effectiveness and identifying areas for improvement.
Read more about this tool →
Stakeholder Interviews
Understand stakeholders in depth, one to one.

Discussion

Personal interactions with stakeholders for in-depth understanding and feedback.
Read more about this tool →
Face-to-Face Interviews
Understand stakeholders through personal conversation.

Discussion

Personal interactions with stakeholders for in-depth understanding and feedback.
Read more about this tool →
Focus Groups
Explore stakeholder views in open discussion.
60 minutes

Discussion

Small group discussions to explore stakeholder opinions and attitudes in a collaborative setting.
Read more about this tool →
Online Surveys
Gather feedback from many stakeholders efficiently.

Diagnostic

Electronic questionnaires distributed to stakeholders to gather large-scale feedback efficiently.
Read more about this tool →
Public Consultation Events
Give stakeholders an open forum to be heard.

Discussion

Organised forums where stakeholders can share their views and engage in dialogue about the project.
Read more about this tool →
Consensus Building Techniques
Help diverse groups reach genuine agreement.

Discussion

Innovative approaches to facilitate agreement among diverse stakeholder groups.
Read more about this tool →
Reporting & Feedback
Close the loop with stakeholders on what you heard.

Report

Communicating outcomes of stakeholder engagement back to the stakeholders and for tracking the impact of engagement activities.
Read more about this tool →
What you leave with

Three things you walk away with.

Good work stalls when the people around it are not brought along. This toolkit gives you the tools to map who matters, understand them through research, plan how you engage each group and close the loop on what you heard.

Know who matters

A clear map of who matters and why

Real insight

Real insight into what your stakeholders think

A plan they own

An engagement plan people can see themselves in

How it works

From booking to the room.

one

Book your seat

Choose a date and book online. You get instant confirmation, and an invoice if you need one.

two

Get your details

We send joining instructions, the location or link, and anything to prepare beforehand.

three

Come along

Join a small cohort of peers from other organisations for the session.

four

Take it back

Leave with practical tools and a clear next step to put to work with your own team.

How it works

From purchase to running it.

one

Buy the kit

A one-off purchase, with instant access to every file and a licence for your whole organisation.

two

Download everything

Get the full toolkit as a single download: guides, tools, workbook and slides.

three

Make it yours

Read the facilitator's guide and tailor the deck and materials to your team.

four

Run it

Use the kit as designed and lead your team through the process from start to finish.

In the kit

Everything you need, from start to finish.

The kit is built to be opened and used. No theory to interpret, no convoluted instructions or setup. Everything is ready.

Facilitator's playbook

A step-by-step running order with timings and prompts, so you can run the session with confidence.

Editable slide deck

A brandable deck in PowerPoint and Keynote to run the session your way.

Printable workbooks and canvases

Every tool as a print-ready worksheet or canvas, for the room or a whiteboard.

Coaching call with James

An optional 30-minute call to plan your session and get the most from the kit.

In the SESSION

Time well spent, from start to finish.

I've been delivering open workshops for years. They're different beasts to in-person sessions, and I use a considered mix of technology and facilitation techniques to make them effective and engaging experiences. Here's what you can expect when you attend this one.

Placeholder illustration

Facilitator's playbook

A step-by-step running order with timings and prompts, so you can run the session with confidence.

Editable slide deck

A brandable deck in PowerPoint and Keynote to run the session your way.

Printable workbooks and canvases

Every tool as a print-ready worksheet or canvas, for the room or a whiteboard.

Coaching call with James

An optional 30-minute call to plan your session and get the most from the kit.

Is it right for you?

An honest read on fit.

A good fit if
  • You are running a change, project or public consultation
  • You need to bring a range of stakeholders with you
  • You want a repeatable engagement process
  • You are ready to act on what stakeholders tell you
Probably not for you if
  • You want James to design and run the engagement for you
  • You have a single audience and no competing interests
  • You want theory on stakeholder management
  • You are not able to respond to what you hear

Common questions.

What's included in the toolkit?

Every tool in the kit, a facilitator playbook with a running order and timings, an editable slide deck, printable workbooks and canvases, and worked examples. Everything you need to run it yourself.

How is it delivered?

It is a digital download. The moment you buy, you get instant access to download everything, yours to keep.

Do I need facilitation experience to run it?

No. Every tool comes with step-by-step facilitator notes and timings, so you can run it with confidence even if you have never facilitated before.

Can I run it with my whole team or organisation?

Yes. Your licence is organisation-wide, so you can use it with any team, as many times as you like.

Can I edit and brand the materials?

Yes. The slides and worksheets are editable, so you can brand them and adapt them to your own context.

Can I get help running it?

Yes. You can add a coaching call with James to plan your session, or bring him in to facilitate it for you.

Need a hand?

Talk to James first.

If you are not sure whether this is right for your team, a short call is the fastest way to find out. No pressure, no pitch.