Stakeholder Engagement — User Guide
Overview
Track every interested party's needs, the requirements those needs create, and how you engage with them — with your legal and regulatory obligations automatically available as their own filtered view.
Needs, requirements & engagement strategy
Record what a stakeholder needs or expects, then the resulting requirement it creates for you — tagged Legal/Regulatory, Contractual, or Voluntary. Set Power and Interest and the record's Engagement Strategy is classified automatically (Manage Closely, Keep Satisfied, Keep Informed, or Monitor) and updates live as you change either one.
Compliance obligations
Anything tagged Legal/Regulatory automatically shows up in the separate Compliance Obligations view — one shortcode, no duplicate data entry.
Using the register
- The KPI strip shows Total Stakeholders, Overdue for Review, Manage Closely count, and Compliance Obligations count.
- Filter by category, type, or strategy; "Columns" and "Export CSV" work the same as the other registers.
- A Next Review date in the past is flagged automatically.