Assessing stakeholder personality template

We assess our stakeholders’ personas as part of our human instincts, and there are good reasons for that. It is a fundamental building block of any relationship building. Moreover, effective stakeholder management is based on understanding their objectives and thought process (which is driven by their personality). Learning about your stakeholder’s mindset and attitude is not simple, and reading their LinkedIn profile is insufficient. You are then expected to rely on your soft skills to assess their personality, communication style, decision-making process, etc. This approach can be modularized into a simple framework, which I found intuitive and easy to follow. It requires your understanding of two human “dimensions” - The tendency to be Reactive or Proactive and being a structured “thinker” as opposed to being a “Freestyle” lover. This approach is illustrated in the infographic to assist CSMs in identifying the appropriate method to manage stakeholders and find avenues to engage them. You are welcome to leverage the framework and share your feedback with me.

In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.

Contributed by:
Guy Galon

Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist.