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checklist: Stakeholder Briefing

Preparation phase · Research Design

version 1.0

Goal clarification & communication preparation

What is to be improved, changed or validated by the project?

e.g. product management, development, sales, support

Who makes decisions, who is affected, who provides input?

e.g. with interviews, informal conversations or prior knowledge from previous projects

Invitation sent out with agenda, objectives and contextual information

Preparing the content & structure of the briefing

Introduction, objectives, findings, discussion, outlook

e.g. personas, cognitive load, ISO standards

Recommendation: few, meaningful slides

e.g. choice of method, time planning, decision-making requirements

Enable structured participation of all relevant persons

Implementation & follow-up

Responsible for documentation of decisions, open issues, etc.

Who does what by when? Create commitment

e.g. sending of slides, minutes, next appointments

e.g. via a short survey or conversation

last modified: 2 November 2025