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Engagement Documentation

Creating lasting corporate knowledge is key to informing future engagements.
 Log every stakeholder interaction, seamlessly. From meeting notes to key takeaways and internal insights, everything can be recorded, organised, and accessed in Genie.

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Log interactions

Meeting Recording Templates

Record every meeting, call, or email with stakeholders with multiple options for categorisations.

AI-enhanced information

AI-enhanced information is displayed for every engagement logged.

AI-Powered Media Insights

Media signals mentioning the stakeholders engaged will be automatically picked up and shown in your Touchpoint.

Tip: Use these insights to align your engagement strategies with the latest developments and opportunities.

Stakeholder Recommendation

Based on your history of engagements, the system will also recommend new stakeholders that might be relevant to the issues you care about.

Read more about stakeholder discovery here.

Granular accessibility

Tailored Access for Every Team Member

Customise permissions to ensure the team operates effectively without compromising on security or confidentiality.

Define access levels based on roles. This ensures that every team member has the right level of access to the engagement record and its details. This empowers collaboration while maintaining data security and integrity.

Frequently asked questions

What is stakeholder engagement documentation, and why is it important?
Stakeholder engagement documentation refers to the systematic logging of all interactions with stakeholders - meetings, calls, emails, outreach events, feedback, and follow‑ups. It’s important because it captures institutional memory, ensures accountability, enables cross‑team coordination, and helps you review past engagements before planning future outreach. A strong documentation system transforms scattered notes into structured records that support informed decisions and long-term strategy.
How can logging stakeholder engagements improve collaboration across teams?
By storing all stakeholder interactions in a central, shared platform, teams avoid duplication (e.g. multiple people contacting the same stakeholder), maintain transparency on who did what and when, and ensure consistent follow‑ups. This reduces miscommunication, improves strategic alignment, and enhances the stakeholder experience over time.
Can engagement documentation help with compliance, audits, or reporting requirements?
Yes. When interactions are logged with dates, attendees, topics discussed, outcomes and follow‑ups, engagement documentation provides a verifiable trail - ideal for audit purposes, regulatory compliance, ESG or risk reporting, and demonstrating due diligence.

Genie is used by some of the teams from Fortune 500 companies for compliance and audit purposes. Contact us for more information on how we can help you.
What information should be included when documenting stakeholder engagement?
Effective documentation typically records at least: stakeholder name and profile, date and type of interaction (meeting, call, email, etc.), participants, discussion topics or agenda, key takeaways or decisions, follow‑up tasks/responsibilities, and relevant documents or media. This ensures clarity, traceability, and context for future reference.

With Genie, users can easily and efficiently record this information with an embedded template.
Is there a benefit to linking engagement logs with stakeholder profiles and external intelligence?
Absolutely. When engagement logs are tied to stakeholder profiles enriched with media monitoring, sentiment data, and issue tracking, you get a 360° view of each stakeholder - past interactions, public activity, influence history, and upcoming risks or opportunities - all in one place. This deep context improves engagement strategy and helps prioritise outreach.
How can engagement documentation support long-term stakeholder strategy rather than one‑off interactions?
By holding a comprehensive history of all touchpoints, outcomes, and stakeholder behaviour over time, engagement documentation enables trend analysis, helps map influence growth or decline, supports relationship building, and ensures institutional memory - even when team members change. It turns reactive contact into proactive, strategic stakeholder management.
What tools or platforms can help manage stakeholder engagement documentation effectively?
A stakeholder engagement documentation tool should offer: a centralised database, profile-linked logs, document attachments, tagging or categorisation (by stakeholder, topic, region, etc), secure access controls, filter/sort capabilities, and ideally integration with external intelligence (media monitoring, issue tracking). Genie provides these features in a unified workspace.

More than a repository platform

Explore how readily accessible data, seamless workflow and advanced AI capibilities can transform your engagement approach.

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