Stakeholder Alignment Template

Meeting Prep Checklist

Review the stakeholder's role, perspective, and potential interest points
Understand the decisions that need to be made and the input required
Look into past interactions with the stakeholder
Outline the key points of discussion and align them with stakeholder interests
Decide on the objectives of the meeting and the sought outcomes

Meeting Agenda Template

  • Welcome and Introductions
  • Review of previous actions and progress updates
  • Discussion on key objectives and goals
  • Examination of potential risks or issues
  • Aligning on shared interests and establishing common ground
  • Review of project timelines
  • Open forum for concerns, questions or suggestions
  • Next steps and follow-up actions

Meeting Notes Template

  • Attendees and their roles
  • Main points of discussion
  • Key decisions and agreements
  • Stakeholder comments, feedback, and concerns
  • Action items and responsibilities
  • Next steps including dates and deadlines

Meeting Follow-up Checklist

Update meeting notes in CRM
Upload call recording/transcript, if available
Summarize key decisions, agreed-upon actions and assign responsibilities
Update deal/opportunity/account records as necessary
Send a follow-up email summarizing the meeting and next steps
Share a meeting summary with colleagues and management as appropriate