Ask the workshop participants to establish who your key stakeholders are.
Record the key stakeholders on Post-it notes. Each stakeholder will be a column heading in the matrix.
Next ask the workshop to identify the key research project phases.
Record each phase on a Post-it note and make them the matrix's row heading.
Discuss how the stakeholders will participate in each stage of the project.
Use dots or stars to record levels of participation during each phase. One dot represents non-participation; five dots signifies maximum participation.
Work through all combinations of stakeholder and research phase.
Document the completed matrix and discuss it with each stakeholder group to clarify and agree on expectations. Revise as necessary.
Stakeholder engagement matrices can also be created retroactively to understand why a project turned out the way it did.
In this example matrix, the research team did almost everything and the partner organisations had little to no influence.