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Frequently Asked Questions (FAQs) about the stakeholder analysis template
Here, you can find answers to the most commonly asked questions about Jambo's stakeholder analysis templates.
If you don't find the answer you're looking for, our friendly sales team is always here to help. You can contact us at hello@jambo.cloud.
What's the difference between stakeholder mapping and stakeholder analysis?
Mapping is the process of plotting stakeholders on a grid based on their level of influence and interest. Analysis is the broader process of identifying stakeholders, recording their position on your project, and deciding how to engage with each one. The mapping template is for the workshop. The analysis template is the working record you maintain after it.
Excel or Google Sheets, which version should I use?
Whichever your team already works in. The two versions are identical in content and structure. The Excel version (.xlsx) opens in Excel and Numbers. The Google Sheets version opens via a "make a copy" link that lands the template in your own Google Drive. Both include the same dropdowns, instructions tab, and example row.
Can I use this template for Indigenous engagement?
The categories in this template are designed for stakeholder analysis. Indigenous peoples have constitutionally protected rights that change the nature of the engagement, so they shouldn't be tracked alongside other stakeholders in the same record. We recommend creating a separate Indigenous engagement record, which we cover in our beginner's guide to stakeholder engagement.
How often should I update this template?
Stakeholder positions change over time. As a rule, update the assessment column (support, object, conditional, undecided, neutral) after every significant interaction with a stakeholder. Most teams review the full template at major project milestones.
What happens when a spreadsheet isn't enough?
For a single project with a manageable number of stakeholders, this template works well. Once you're managing multiple projects, hundreds of stakeholders, or you need to track commitments, issues, and full communication history for each one, a spreadsheet starts to break down. That's where SRM software like Jambo helps. We cover the limits of spreadsheets in our guide on switching from spreadsheets to SRM software.
Check out some of our other helpful stakeholder engagement resources
Ready to manage stakeholder relationships at scale?
If you're already finding the spreadsheet hard to keep up with, or you're managing more than one project at a time, SRM (Stakeholder Relationship Management) software is built for exactly this. Book a 15-minute call to see how Jambo handles stakeholder analysis, engagement tracking, commitments, and reporting in one place.
