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Stakeholders

Build a useful stakeholder record

Capture context that changes the next conversation—not trivia.

PractitionerTeam leaderNew hireEvaluationTeamOrganizationEnterprise

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Version 1.0 · Last verified 2026-07-15

The essentials

Record the role, organization, stakeholder type, relationship temperature, geography, and connected issues.

  1. 1Open Contacts and choose Add contact.
  2. 2Enter durable identity and role facts.
  3. 3Choose the current relationship score.
  4. 4Connect the organization and relevant issues.
  5. 5Save, then log interaction history separately.

What belongs elsewhere

Use interactions for what happened and what comes next. Use issues for policy position, deadlines, and desired outcomes.

Common mistake

Do not inflate relationship scores. The score should reflect current access, trust, and responsiveness—not optimism.

What happens next

Create and connect organizations →Use tags for reusable segmentation →Log an interaction in under a minute →Manage an issue or proceeding →

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