agentic-data-stack-community/data-core/templates/stakeholder-engagement-tmpl.yaml

AI Agentic Data Stack Framework - Community Edition. Open source data engineering framework with 4 core agents, essential templates, and 3-dimensional quality validation.

# Stakeholder Engagement Template
# Standardized template for stakeholder engagement and management across the AI Agentic Data Stack Framework

metadata:
  template_id: "stakeholder-engagement-tmpl"
  name: "Stakeholder Engagement Template"
  version: "1.0.0"
  description: "Comprehensive template for identifying, analyzing, and engaging project stakeholders effectively"
  category: "business-process"
  tags: ["stakeholders", "engagement", "communication", "management", "relationships"]
  created_by: "AI Agentic Data Stack Framework"
  created_date: "2025-01-23"
template:
  name: "Stakeholder Engagement Template"
  description: "Template for stakeholder engagement implementation and management"
  version: "1.0.0"


# Engagement Configuration
engagement_config:
  engagement_id: "${engagement_id}"
  project_name: "${project_name}"
  engagement_phase: "${engagement_phase}" # initiation, planning, execution, monitoring, closure
  engagement_owner: "${engagement_owner}"
  last_updated: "${last_updated_date}"

# Stakeholder Identification
stakeholder_identification:
  # Primary Stakeholders
  primary_stakeholders:
    - stakeholder_id: "${stakeholder_id}"
      name: "${stakeholder_name}"
      title: "${stakeholder_title}"
      organization: "${stakeholder_organization}"
      department: "${stakeholder_department}"
      contact_information:
        email: "${stakeholder_email}"
        phone: "${stakeholder_phone}"
        preferred_method: "${preferred_communication_method}"
        
  # Secondary Stakeholders
  secondary_stakeholders:
    - stakeholder_id: "${secondary_stakeholder_id}"
      name: "${secondary_stakeholder_name}"
      relationship_to_project: "${relationship_to_project}"
      influence_level: "${influence_level}"
      
  # External Stakeholders
  external_stakeholders:
    customers: ["${customer_stakeholders}"]
    vendors: ["${vendor_stakeholders}"]
    regulators: ["${regulatory_stakeholders}"]
    partners: ["${partner_stakeholders}"]

# Stakeholder Analysis
stakeholder_analysis:
  # Power-Interest Grid
  power_interest_grid:
    - stakeholder_id: "${grid_stakeholder_id}"
      power_level: "${power_level}" # high, medium, low
      interest_level: "${interest_level}" # high, medium, low
      grid_position: "${grid_position}" # manage_closely, keep_satisfied, keep_informed, monitor
      
  # Influence-Impact Matrix
  influence_impact_matrix:
    - stakeholder_id: "${matrix_stakeholder_id}"
      influence: "${stakeholder_influence}" # high, medium, low
      impact: "${stakeholder_impact}" # high, medium, low
      engagement_priority: "${engagement_priority}" # critical, important, moderate, low
      
  # Stakeholder Attitudes
  stakeholder_attitudes:
    - stakeholder_id: "${attitude_stakeholder_id}"
      current_attitude: "${current_attitude}" # champion, supporter, neutral, critic, blocker
      desired_attitude: "${desired_attitude}"
      attitude_change_strategy: "${attitude_change_strategy}"

# Engagement Strategy
engagement_strategy:
  # Overall Strategy
  overall_strategy:
    engagement_approach: "${engagement_approach}" # collaborative, consultative, informative, defensive
    key_messages: ["${key_messages}"]
    success_criteria: ["${engagement_success_criteria}"]
    
  # Stakeholder-Specific Strategies
  stakeholder_strategies:
    - stakeholder_id: "${strategy_stakeholder_id}"
      engagement_level: "${engagement_level}" # high, medium, low
      engagement_frequency: "${engagement_frequency}"
      preferred_channels: ["${preferred_channels}"]
      key_concerns: ["${stakeholder_concerns}"]
      value_propositions: ["${value_propositions}"]
      
  # Risk Mitigation
  risk_mitigation:
    - risk_description: "${stakeholder_risk_description}"
      risk_likelihood: "${risk_likelihood}"
      risk_impact: "${risk_impact}"
      mitigation_actions: ["${mitigation_actions}"]

# Communication Plan
communication_plan:
  # Communication Objectives
  communication_objectives:
    - objective_id: "${comm_objective_id}"
      objective_description: "${comm_objective_description}"
      target_audience: ["${target_audience}"]
      success_metrics: ["${comm_success_metrics}"]
      
  # Communication Channels
  communication_channels:
    - channel_id: "${channel_id}"
      channel_name: "${channel_name}"
      channel_type: "${channel_type}" # email, meeting, presentation, dashboard, report
      target_stakeholders: ["${channel_target_stakeholders}"]
      frequency: "${channel_frequency}"
      content_type: "${channel_content_type}"
      
  # Message Framework
  message_framework:
    core_messages:
      - message_id: "${message_id}"
        message_title: "${message_title}"
        message_content: "${message_content}"
        target_audience: ["${message_target_audience}"]
        delivery_method: "${message_delivery_method}"
        
    key_talking_points: ["${key_talking_points}"]
    frequently_asked_questions: ["${faqs}"]
    
  # Communication Schedule
  communication_schedule:
    - activity_id: "${comm_activity_id}"
      activity_name: "${comm_activity_name}"
      scheduled_date: "${scheduled_date}"
      participants: ["${activity_participants}"]
      objectives: ["${activity_objectives}"]
      deliverables: ["${activity_deliverables}"]

# Engagement Activities
engagement_activities:
  # Workshops and Meetings
  workshops_meetings:
    - activity_id: "${workshop_id}"
      activity_type: "${activity_type}" # workshop, meeting, presentation, demo
      activity_name: "${workshop_name}"
      objectives: ["${workshop_objectives}"]
      participants: ["${workshop_participants}"]
      duration: "${workshop_duration}"
      agenda: ["${workshop_agenda}"]
      facilitator: "${workshop_facilitator}"
      
  # Surveys and Assessments
  surveys_assessments:
    - survey_id: "${survey_id}"
      survey_name: "${survey_name}"
      survey_purpose: "${survey_purpose}"
      target_respondents: ["${target_respondents}"]
      survey_method: "${survey_method}"
      timeline: "${survey_timeline}"
      
  # Training and Education
  training_education:
    - training_id: "${training_id}"
      training_topic: "${training_topic}"
      target_audience: ["${training_target_audience}"]
      delivery_method: "${training_delivery_method}"
      duration: "${training_duration}"
      training_materials: ["${training_materials}"]

# Feedback Management
feedback_management:
  # Feedback Collection
  feedback_collection:
    collection_methods: ["${feedback_collection_methods}"]
    feedback_channels: ["${feedback_channels}"]
    feedback_frequency: "${feedback_frequency}"
    
  # Feedback Categories
  feedback_categories:
    - category_id: "${feedback_category_id}"
      category_name: "${feedback_category_name}"
      category_description: "${feedback_category_description}"
      response_required: ${response_required}
      response_timeframe: "${response_timeframe}"
      
  # Feedback Processing
  feedback_processing:
    review_process: "${feedback_review_process}"
    categorization_method: "${feedback_categorization}"
    response_templates: ["${response_templates}"]
    escalation_criteria: ["${escalation_criteria}"]
    
  # Feedback Integration
  feedback_integration:
    decision_integration: "${feedback_decision_integration}"
    change_incorporation: "${feedback_change_incorporation}"
    continuous_improvement: "${continuous_improvement_process}"

# Relationship Management
relationship_management:
  # Relationship Building
  relationship_building:
    trust_building_activities: ["${trust_building_activities}"]
    relationship_maintenance: ["${relationship_maintenance_activities}"]
    conflict_resolution: "${conflict_resolution_process}"
    
  # Stakeholder Satisfaction
  stakeholder_satisfaction:
    satisfaction_metrics: ["${satisfaction_metrics}"]
    measurement_methods: ["${satisfaction_measurement_methods}"]
    improvement_actions: ["${satisfaction_improvement_actions}"]
    
  # Long-term Engagement
  long_term_engagement:
    ongoing_relationship_strategy: "${ongoing_relationship_strategy}"
    post_project_engagement: "${post_project_engagement}"
    alumni_network: "${alumni_network_strategy}"

# Change Management
change_management:
  # Change Communication
  change_communication:
    change_announcement_strategy: "${change_announcement_strategy}"
    change_rationale_communication: "${change_rationale_communication}"
    impact_communication: "${change_impact_communication}"
    
  # Resistance Management
  resistance_management:
    resistance_identification: "${resistance_identification_method}"
    resistance_analysis: "${resistance_analysis_approach}"
    resistance_mitigation: ["${resistance_mitigation_strategies}"]
    
  # Change Adoption
  change_adoption:
    adoption_strategy: "${change_adoption_strategy}"
    adoption_metrics: ["${adoption_metrics}"]
    success_celebration: "${success_celebration_plan}"

# Governance and Oversight
governance_oversight:
  # Stakeholder Governance
  stakeholder_governance:
    governance_structure: "${stakeholder_governance_structure}"
    decision_making_process: "${stakeholder_decision_making}"
    escalation_procedures: ["${stakeholder_escalation_procedures}"]
    
  # Steering Committee
  steering_committee:
    committee_composition: ["${steering_committee_members}"]
    meeting_frequency: "${steering_committee_frequency}"
    decision_authority: "${committee_decision_authority}"
    
  # Advisory Groups
  advisory_groups:
    - group_id: "${advisory_group_id}"
      group_name: "${advisory_group_name}"
      group_purpose: "${advisory_group_purpose}"
      members: ["${advisory_group_members}"]
      meeting_schedule: "${advisory_group_schedule}"

# Performance Measurement
performance_measurement:
  # Engagement Metrics
  engagement_metrics:
    - metric_name: "${engagement_metric_name}"
      metric_description: "${engagement_metric_description}"
      measurement_method: "${engagement_measurement_method}"
      target_value: "${engagement_target_value}"
      frequency: "${engagement_metric_frequency}"
      
  # Communication Effectiveness
  communication_effectiveness:
    message_reach: "${message_reach_metric}"
    message_comprehension: "${message_comprehension_metric}"
    feedback_quality: "${feedback_quality_metric}"
    
  # Relationship Health
  relationship_health:
    trust_level: "${trust_level_measurement}"
    satisfaction_score: "${satisfaction_score_method}"
    engagement_quality: "${engagement_quality_assessment}"
    
  # Business Impact
  business_impact:
    stakeholder_support_level: "${support_level_measurement}"
    project_success_correlation: "${success_correlation_analysis}"
    value_realization: "${value_realization_measurement}"

# Risk Management
risk_management:
  # Stakeholder Risks
  stakeholder_risks:
    - risk_id: "${stakeholder_risk_id}"
      risk_description: "${stakeholder_risk_description}"
      affected_stakeholders: ["${affected_stakeholders}"]
      risk_probability: "${stakeholder_risk_probability}"
      risk_impact: "${stakeholder_risk_impact}"
      
  # Mitigation Strategies
  mitigation_strategies:
    - strategy_id: "${mitigation_strategy_id}"
      strategy_description: "${mitigation_strategy_description}"
      implementation_actions: ["${mitigation_actions}"]
      responsible_party: "${mitigation_responsible_party}"
      timeline: "${mitigation_timeline}"
      
  # Contingency Planning
  contingency_planning:
    escalation_triggers: ["${escalation_triggers}"]
    contingency_actions: ["${contingency_actions}"]
    alternative_approaches: ["${alternative_approaches}"]

# Documentation and Reporting
documentation_reporting:
  # Stakeholder Register
  stakeholder_register:
    register_location: "${stakeholder_register_location}"
    update_frequency: "${register_update_frequency}"
    access_permissions: ["${register_access_permissions}"]
    
  # Engagement Reports
  engagement_reports:
    - report_type: "${engagement_report_type}"
      report_frequency: "${engagement_report_frequency}"
      report_audience: ["${engagement_report_audience}"]
      report_content: ["${engagement_report_content}"]
      
  # Meeting Documentation
  meeting_documentation:
    meeting_minutes_template: "${meeting_minutes_template}"
    action_item_tracking: "${action_item_tracking_method}"
    decision_log: "${decision_log_location}"

# Validation Rules
validation_rules:
  required_fields:
    - engagement_id
    - project_name
    - stakeholder_identification
    - stakeholder_analysis
    - engagement_strategy
    - communication_plan

# Template Metadata
template_metadata:
  author: "AI Agentic Data Stack Framework"
  maintainer: "Project Manager"
  last_updated: "2025-01-23"

sections:
  - name: "overview"
    description: "Overview and objectives"
    required: true
  - name: "configuration"
    description: "Configuration and setup"
    required: true
  - name: "implementation"
    description: "Implementation details"
    required: true
  - name: "validation"
    description: "Validation and testing"
    required: false