Step 01: introduction and setting the scene

• Welcome everyone

• Short ice-breaker or round of introductions if not everyone knows each other

• Introduce the objectives of the meeting and anticipated results

• Share an overview of the meeting structure and schedule

• Introduce the exercise one and organise everyone into small breakout groups

Kick-off!

Step 12: stakeholder mapping (breakout groups)

Instructions

1. Brainstorm. Write down (in a list, on post-its, or on your digital whiteboard) who you think the direct beneficiaries of your work are. Then you might think about who the indirect beneficiaries of your work are. You can discuss as you go, or brainstorm first then cluster and discuss the suggestions later.

For example, it might look like this - this is a list for a hypothetical local heritage digitisation project with schools.

Direct stakeholders (beneficiaries)

• School teachers

• Pupils

Indirect stakeholders (beneficiaries)

• Parents, guardians, family of pupils involved

• Funders

• Local community

2. Group discussion. You might notice that you have a very long list, and that there are differences over who you think directly or indirectly benefits from your activities or for whom you are doing the activity for. Make sure that you allow enough time for discussion.

Step 23: prioritise your stakeholders (stay in breakout groups)

Get everyone together for a discussion.

Spending time in a discussion can really help to clarify - for everyone involved - who you really want to create change for. Knowing this will make a better project and a better impact assessment. You now need to prioritise your stakeholders to help you agree your focus. If you have many suggestions, start to cluster (bring together suggested stakeholders) who are similar. You could also:

• Make a matrix where one axis is important-unimportant and the other is direct-indirect

• Let your colleagues vote for the most important stakeholder (e.g. with two or three votes each)

You should end up with a shortlist of prioritised stakeholders. Now it’s time to test what you know about them.

Step 34: whole group discussion - who have you prioritised and why?

The workshop leader should now ask each breakout group to name the top three stakeholders that have been prioritised. You can write this up on a clean (digital) whiteboard or with post-it notes.

Ask each group questions like:

• Who have you prioritised and why?

• Were there any groups that you considered important but didn’t prioritise?

• Is it easy or hard to know what the prioritised stakeholders think?

• Do we already understand these stakeholders well?

Try to find the top three stakeholders that all groups agree with. If there are disagreements, perhaps this is telling you that people have very different expectations of the project or activity. Use this time to work this out, it’s not helpful to skip past it for the sake of it.

You should end with a list of prioritised stakeholders.