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Client Stakeholder Identification Meeting Template

Use this template to ensure that all stakeholders are identified before the project begins, to avoid future roadblocks.

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What’s inside this Client Stakeholder Identification Meeting Template:

1Project involvement

Include everyone that will be involved with the project.

  • Who is directly involved with the project?
  • Who is indirectly involved with the project?

2 Who is affected?

Who may be affected by the project?

  • Who may be affected by the project’s outcome?
  • Who gains or loses from the project’s success?

3Suppliers

Who are the suppliers of the project?

4End-users

Who is the user of the end result of the project?

5Competitors

Who are the competitors?

6Shareholders

Who are the shareholders?

7Authority

List those who have authority on the project.

  • Who has the authority to influence the project or its outcome?
  • Who has the authority to make the project succeed?
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Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    Head of Customer Success, KeepTruckin

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    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

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