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The beginner's guide to stakeholder engagement

Everything you need to plan, run, and prove meaningful engagement, in one 28-page guide

If you're new to stakeholder engagement, or you've been doing it for a while but never had a proper framework to work from, this is the guide we wish we'd had when we started.

We pulled together the practical frameworks engagement teams actually use (the IAP2 Spectrum, Mendelow's Power-Interest Matrix, an 8-step engagement plan template) and added expert input from Dialogue Partners, enTrust Engagement, CCGoodwin, and BRITT RADIUS on the parts that are harder to get right, like inclusive engagement and Indigenous consultation.

It's free, no hard sell. Download it, work through it at your own pace, and share it with your team.

What's inside:

Chapter 1: Who are your stakeholders? The 3-step stakeholder analysis process, stakeholder mapping with Mendelow's Power-Interest Matrix, and how to use the IAP2 Spectrum of Public Participation to choose the right level of engagement for each group.

Chapter 2: Creating a stakeholder engagement plan. An 8-step framework for building an engagement plan that actually works, from clarifying your goal to choosing tactics to setting up feedback loops and reporting back.

Chapter 3: How to avoid stakeholder engagement pitfalls. The most common mistakes we see teams make include engaging too late, losing internal buy-in, and letting small issues snowball into bigger ones.

Chapter 4: Relationship building. How to build trust, listen properly, stay consistent, and follow through on commitments. Includes expert advice on what stakeholders actually want from the teams engaging with them.

Chapter 5: Data management and reporting. Why good data management matters, how to keep records organized across dispersed teams, and what to look for in a system that can keep up with you.

Chapter 6: Moving forward with purpose. Inclusive engagement guidance, the difference between stakeholder engagement and Indigenous engagement, and how to design a multi-channel, layered approach.

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Who this guide is for:
  • Engagement, consultation, and community relations professionals new to the role
  • Project managers who've inherited stakeholder engagement responsibilities
  • Government teams are building out a more structured approach to public consultation
  • Anyone who's been managing stakeholders in spreadsheets and wants a better way

If any of that sounds like you, this guide will save you a lot of trial-and-error.

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Frequently Asked Questions (FAQs) about the beginner's guide to stakeholder engagement

Here, you can find answers to the most commonly asked questions about Jambo's Beginner's Guide to Stakeholder Engagement.

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.

Do I need to be a Jambo customer to read this?

No. The guide is free and covers stakeholder engagement as a discipline, not as a product pitch. Jambo only comes up once, near the end, and you can skip that page if you want.

How long is it?

28 pages. Designed to be read in one sitting or used as a reference you come back to.

Is this only relevant to government teams?

No. The frameworks apply whether you're a federal regulator, an energy developer, a healthcare team, a council, or an NGO. Most of the principles are sector-agnostic.

What's the difference between stakeholder engagement and Indigenous engagement?
Indigenous peoples have constitutionally protected rights to be engaged, consulted, and included, so they should never be categorized as stakeholders. The guide covers this in chapter 6 with input from enTrust Engagement, and we recommend creating an Indigenous engagement plan alongside your stakeholder engagement plan.

Already past the beginner stage?

If you've got the fundamentals down and you want to see what purpose-built SRM software actually looks like, book a demo with our team.