Stakeholder Identification Questionnaire
A handbook-style stakeholder identification questionnaire with field guidance, workflow, review checks and source-derived example evidence.
What this artefact controls
Stakeholder Identification Questionnaire should be treated as a decision instrument, not as paperwork completed for its own sake. Its practical value comes from making the underlying decision, evidence, ownership and review cycle visible. In this handbook, the supplied source structure is retained as the factual basis while the surrounding guidance explains how to complete, review and maintain it in day-to-day project delivery.
The source set repeatedly links project documents to broader control relationships: scope creates the work to be scheduled and costed; resources execute that work; stakeholders influence acceptance and change; risk captures uncertainty; quality establishes evidence of conformance; and performance information explains whether the project is still moving toward its intended outcome. Stakeholder Identification Questionnaire belongs in that integrated system. It should therefore use identifiers and terminology consistent with adjacent project records so that a reviewer can trace a decision across documents without relying on memory.
Before filling any field, write one sentence describing the decision or control action the completed artefact must support. Then identify the accountable owner, contributors, reviewers, approval authority and next review trigger. This prevents a common failure in project documentation: every box is filled, but nobody can explain what decision the document enables or who must act when conditions change.
How the information fits together
This visual is an HTML/CSS interpretation for the KEVOS article reader. It conveys the decision structure without embedding the supplied source artwork as a screenshot.
Complete the template with traceable information
The following field map is extracted from the supplied blank or completed source document where text was available. Wording has been normalised for web readability, but the source structure remains the basis. Where a field is not applicable, record why rather than silently leaving a potentially important control blank.
| Source field / section | What to record | Review test |
|---|---|---|
| STAKEHOLDER IDENTIFICATION QUESTIONNAIRE | Assign a unique, stable identifier that can be referenced from reports, changes, risks, requirements or evidence. | The entry is specific, traceable and reviewable. |
| 1. Who authorized the project and | Record the minimum evidence needed for 1. who authorized the project and to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| approves its funding? | Record currency, price date, inclusion boundary and source of the value; separate estimate, baseline, actual and forecast. | Units, currency and basis reconcile. |
| 2. Who will perform or manage the work | Record the minimum evidence needed for 2. who will perform or manage the work to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| day-to-day? | Record the minimum evidence needed for day-to-day? to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| 3. Who will be positively impacted by the | Apply the project-defined scale or method and retain the basis for the rating so later reviewers can reproduce it. | Scale and calculation method are defined. |
| 4. Who could be negatively impacted or | Apply the project-defined scale or method and retain the basis for the rating so later reviewers can reproduce it. | Scale and calculation method are defined. |
| inconvenienced? | Record the minimum evidence needed for inconvenienced? to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| 5. Who supplies resources (people, | Record the minimum evidence needed for 5. who supplies resources (people, to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| money, materials, tools)? | Record the minimum evidence needed for money, materials, tools)? to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| 6. Who has technical or domain expertise | Record the minimum evidence needed for 6. who has technical or domain expertise to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| the project needs? | Record the minimum evidence needed for the project needs? to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| 7. Who currently uses or relies on the | Record the minimum evidence needed for 7. who currently uses or relies on the to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| 8. Who could block or significantly | Record the minimum evidence needed for 8. who could block or significantly to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| accelerate the project? | Record currency, price date, inclusion boundary and source of the value; separate estimate, baseline, actual and forecast. | The entry is specific, traceable and reviewable. |
| 9. Who are the end users of the | Record the minimum evidence needed for 9. who are the end users of the to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
| deliverable? | Use the identifier from the approved scope or schedule model so the record can be traced to the work it controls. | The entry is specific, traceable and reviewable. |
| 10. Are there regulatory, compliance, or | Record the minimum evidence needed for 10. are there regulatory, compliance, or to support the identify who can affect or is affected by the project and convert that analysis into proportionate engagement and communication actions. | The entry is specific, traceable and reviewable. |
Blank web-ready structure
This compact version is designed for copying into a project working note or for translating into your organisation’s controlled form. It is not a claim that these are the only fields required by every organisation, contract or jurisdiction.
What the uploaded example demonstrates
The source set uses a recurring worked project — Mary’s Consulting and its new company website — to show how project artefacts connect. The examples are useful because the same scope, team, costs, risks, stakeholders and milestones recur across multiple forms, allowing the reader to see how one project decision propagates through the documentation system. Any numerical value below is a source example or a calculation explicitly identified as such; it should not be treated as a universal project standard.
- Purpose: Use this questionnaire to surface every group or individual who may affect — or be affected by — the project.
- Project Date May 6,
- Title: Prepared: 2026
- 1. Who authorized the project and Mary (CEO) is the project sponsor and authorized the $150K budget.
- 9. Who are the end users of the External: Fortune 500 prospects. Internal: Marketing (content
Step-by-step workflow
For controlled project records, the final step is not “save the file”. The final step is to make the current approved state discoverable, communicate the decision to affected people and define the next review trigger. That trigger may be a phase gate, threshold breach, approved change, new stakeholder, supplier event, forecast movement, risk trigger or a scheduled review date.
Review checklist before approval or use
- The register includes internal and external stakeholders.
- Sensitive information is handled at an appropriate access level.
- The chosen mapping model has a clear decision purpose.
- Communication actions are linked to stakeholder needs, not a generic broadcast cadence.
- The owner of each engagement action is known.
- Analysis is refreshed when roles, priorities or external conditions change.
Run the review from the perspective of a competent person who did not attend the drafting meeting. If they cannot reconstruct the basis, current state and required next action from the record and its cited evidence, the artefact is not yet controlled enough for a material decision.
Common mistakes and recovery actions
Treating the stakeholder list as static.
Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.
Confusing high interest with high decision authority.
Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.
Over-communicating detail to every audience.
Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.
Ignoring neutral or resistant stakeholders until an issue occurs.
Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.
Publishing sensitive stakeholder assessments without access controls.
Recovery: return to the approved objective or baseline, identify the missing evidence or decision owner, and record the corrective action before proceeding.
Keep the document alive after first approval
A project artefact is only useful while its status is known. Give it a unique identifier, version, owner, approval state and effective date. Define what types of change require reapproval and what updates can be made administratively. Retain superseded versions when the record is needed to explain a historical decision, claim, audit, acceptance or lesson.
Use the document in reviews by focusing on exceptions and decisions rather than reading every field aloud. Ask what has changed since the last review, what assumption has been invalidated, what threshold has been crossed, which decision is now due and which action remains without an owner. This converts the artefact from static documentation into a control mechanism.
At hand-off, confirm that downstream users can interpret the identifiers, units, assumptions and status values without relying on the original author. For project close-out, make sure unresolved items have an operational owner and a clear retention location. A closed project should not leave behind orphaned risks, undocumented support obligations, unverified benefits or ambiguous acceptance evidence.
Source basis and limitations
This page is an original KEVOS handbook synthesis grounded in the uploaded source files. It intentionally paraphrases and restructures the material for practical application rather than reproducing the source documents as images. Where the source contains an illustrative project value, that value remains an example. Where a required blank source was absent, the limitation is stated explicitly rather than silently inventing a missing form.
- PMBOK+8+Plans+and+Documents/Identifiy Stakeholers/Stakeholder_Identification_Questionnaire_BLANK.pdf
- PMBOK+8+Plans+and+Documents/Identifiy Stakeholers/Stakeholder_Identification_Questionnaire_FILLED.pdf
Current authoritative context used for the reference pages: Project Management Institute, PMBOK® Guide — Eighth Edition and the 2026 PMP Examination Content Outline. The article package does not reproduce substantial PMI publication text.
