Engagement Planning

Engagement planning needs to be coordinated, in one place, and with access to all the right data. We have designed a flexible project space that can be tailored to plan your engagements, campaigns, and stakeholder-focused initiatives.

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Centralised stakeholder engagement planning

Teams centralise their (engagement) planning in one central space with immediate access to all the relevant stakeholdersand and signals, ensuring better alignment across team(s).

Comprehensive Plan

Create well-rounded engagement strategies by defining clear objectives, targeting specific stakeholders, mapping stakeholder networks, and planning granular tasks with assignments.

Recommended stakeholders to engage

Stakeholder Recommendation

Based on your specific objectives and engagement history, Genie will recommend other stakeholders that might be relevant to your specific initiative or engagement plan. The key is to avoid any blind spots in your external stakeholder ecosystem.

Read more about stakeholder discovery here.

Linked with external signals
for better informed engagement planning

Integrated Media

Relevant content can be explored, compiled and stored within the Project. The key is to incorporate real-world narratives into your engagement plans to never miss what is relevant to your stakeholders.

This helps users:

✔ Stay contextually relevant
✔ Prioritise key information
✔ Enhance stakeholder & issue understanding

Keeping team-members on track

Task Management

Work seamlessly across team members. Create, plan and assign tasks as part of engagement planning to keep it on track and aligned.

Metrics dashboards show progress and results

The Touchpoints Dashboard provides a clear centralised overview of your engagement progress and targets, ensuring you stay on track with your stakeholder plans.

Frequently asked questions

What is a stakeholder engagement plan (SEP) and why is it important?

A stakeholder engagement plan (SEP) is a structured roadmap that outlines how your organisation will engage with everyone who has a stake in your project - from regulators and community groups to partners and investors. It helps you identify who matters, tailor your engagement strategies, anticipate concerns, and align outreach timing. Without a plan, you risk miscommunication, missed opportunities, or stakeholder pushback. A well‑crafted SEP improves trust, reduces risks, and increases the likelihood of project success.

How can I find the right stakeholders to enWhat should a good stakeholder engagement plan include?gage with for a specific policy issue?

A comprehensive SEP should include: stakeholder identification (names, professional info, influence); stakeholder analysis (interest vs. influence, risk/opportunity profiles); engagement pathways (identifying stakeholder wider network); communication strategies (talking points); engagement objectives (what you hope to achieve); feedback mechanisms (how stakeholders can respond or raise concerns); and monitoring/adjustment plans (to track engagement success over time). Well‑prepared plans make stakeholder outreach structured, transparent, and actionable.

How does stakeholder engagement planning reduce project or reputational risk?

By identifying and involving stakeholders early, you surface potential issues - like local opposition, regulatory hurdles, or conflicting interests before they escalate. Proactive engagement fosters dialogue, builds trust, and ensures concerns are heard and addressed. This decreases the chances of unexpected resistance, reputation damage, or project delays.

Can stakeholder engagement planning improve stakeholder relationships and long-term trust?

Yes. A well‑executed stakeholder engagement plan helps organisations build transparency, show respect for stakeholder concerns, and maintain consistent communication. This fosters mutual understanding, stronger relationships, and long-term trust, which is critical for future projects, regulatory compliance, and sustainable stakeholder support.

How can I monitor and adjust stakeholder engagement over time, not just at the start?

Effective SEPs include mechanisms for regular check-ins, feedback loops, and monitoring of stakeholder sentiment, opinions or concerns. This way, as the context changes, e.g. policy shifts, public perception, project phases - you can adapt your engagement strategy accordingly. Continuous engagement and flexible planning are key to long-term success.

With Genie, teams can track issues, enabling them to continuously monitor updates and changes in external signals - and make adjustments to the engagement plan. Users can leverage Ask Genie - AI co-pilot to automatically generate talking points and engagement strategies based on the latest developments.

What’s the difference between stakeholder mapping and stakeholder engagement planning?

Stakeholder mapping is the step where you identify who your stakeholders are and their potential influence or interest. This is also the step where you identify the wider network of actors and connections for a specific issue. Using Genie, users can do automatic network mapping within minutes, which would have normally taken days of manual research.

Engagement planning goes further - it outlines how you’ll engage each stakeholder (communication mode, frequency, objectives). Mapping lays the foundation; planning builds the strategy. With Genie, users can plan comprehensively and work together with members across regions in a centralised platform.

How can I ensure my stakeholder engagement plan is inclusive and covers all affected groups?

Inclusivity starts with comprehensive stakeholder identification - covering internal and external groups: communities, regulators, employees, partners, customers, NGOs, etc. Then, using layered engagement strategies (consultation, feedback sessions, transparent communication) ensures all voices are heard. Regular updates and feedback loops help adapt the plan as new stakeholder needs emerge.

With Genie, users can easily search for the most relevant stakeholders from the 1M+ stakeholder database or leverage AI for recommendations based on a specific issue, stakeholder, network, content, etc.

Frequently asked questions

See engagement planning in action

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