Use this checklist to prepare and follow up on a focused UX stakeholder briefing. Clarify expectations and decisions, communicate research findings, and record owners and next steps.
checklist: Stakeholder Briefing
Preparation phase · Research Design
version 1.1
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
Records decisions, open questions, owners and deadlines.
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: 1 November 2026