Stakeholder map template

A stakeholder map lists everyone involved in a buying decision, what part they play in it, what they care about and where they stand on you. It shows at a glance whether you're single-threaded through one friendly contact or have the people who can actually say yes.

Who owns it
The AE keeps it current. The SC and anyone else on the deal add what they learn.
When to use it
  • As soon as more than one person at the buyer is involved
  • Before every forecast call on a deal you're committing
  • When a contact goes quiet or changes job

The template

PersonRole in the decisionCares aboutStanceOwned by
Marcus, Head of OperationsChampionHours back for the depot teams before peakSupporterSam (AE)
Helen Park, CFOEconomic buyer, signsPayback inside 12 monthsNeutralYour VP Sales
Raj, IT LeadTechnical evaluatorNo new integrations to maintainNeutralYour SC
Northwind legalApproverLiability cap and data processing termsUnknownSam
ProcurementGatekeeperSupplier set-up and three quotesUnknownSam
Depot managersUsersFewer steps per parcelSupporterYour SC

Northwind and the people in it are made up.

What good looks like

  • The person who signs is on it by name, and someone on your side owns them
  • Every stance has evidence behind it, not a hunch
  • You know what each person cares about in their words, not your product's
  • Unknowns are marked unknown, then turned into tasks on the close plan

In a Deal Room

In a Deal Room the map fills itself in as people open the room: who visited, from which team, and who forwarded it. Each person can be posted something of their own, a plaque for the champion or a printed business case for the CFO, and their scans show up on the map.

How it works

Questions

Who should be on a B2B stakeholder map?

Everyone who can influence, approve, block or use the purchase: the champion, the economic buyer who signs, technical evaluators, legal, procurement, security and the end users.

How is a stakeholder map different from an org chart?

An org chart shows reporting lines. A stakeholder map shows the decision: who has a say, what they want and whether they're for or against you.

Start your next Deal Room from this.

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