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AI agent for change managers

Stakeholder Engagement Plan Agent

Every key stakeholder engaged on schedule with tailored messages

CommunicationPlanningManagement
See how it worksGet access
Stakeholder Engagement Plan Agent: what goes in, what the agent does and what you get

What it does

Each stakeholder needs the right message at the right time, but many get the same generic updates and some are forgotten. This agent keeps the stakeholder map with influence, impact and current stance. It plans touchpoints for each person: briefings, updates and workshops. Before each touchpoint it drafts a message based on what that person cares about. After each, it records feedback and updates their stance. It checks every key stakeholder had contact within the set period, and schedules contact where not. A new sponsor after a reorganization needs a full briefing. When someone's stance drops, it plans a one-to-one. The change manager approves all messages and plan changes.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Weekly review 2 USES A TOOL Load stakeholder map and updates 3 DOES Plan touchpoints for each stakeholder 4 DOES Draft messages based on each person's interests 5 YOU APPROVE Change manager approves messages 6 USES A TOOL Record feedback and update stance 7 CHECKS THE RESULT Has each key stakeholder had contact in the period? If not: schedule contact. Back to step 3. 8 CHECKS THE RESULT Did any stance drop since last week? If not: plan a one-to-one with tailored points. Back tostep 3. 9 RESULT Updated engagement log
Read the steps as a list
  1. Weekly review
  2. Load stakeholder map and updates
  3. Plan touchpoints for each stakeholder
  4. Draft messages based on each person's interests
  5. Change manager approves messagesThe agent waits here for your OK.
  6. Record feedback and update stance
  7. Has each key stakeholder had contact in the period?If not: schedule contact. Back to step 3.
  8. Did any stance drop since last week?If not: plan a one-to-one with tailored points. Back to step 3.
  9. Updated engagement log

How it decides

It plans contact frequency by influence and impact and flags overdue contacts.

  • High influence monthly at least
  • Stance changes update plan
  • New sponsors get full briefing

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Contact frequency
  • Map fields
  • Message tone

What keeps you in control

It always asks you first

  • Messages
  • Plan changes

Hard limits

  • Never sends without approval

It stops when

  • Done
  • Stop: project ends

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA regional director moved from supportive to neutral after a cost update on 4 June. The contact check also failed: he had not been briefed in five weeks. The agent planned a one-to-one and drafted points on regional benefits, which the change manager approved. After the meeting the agent recorded his feedback, and his stance returned to supportive.

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