Use this template to map every stakeholder group affected by your initiative, define their key WIIFM message, and plan how and when you will communicate with them throughout the change.
| Stakeholder Group | Key Message (WIIFM) | Channel | Timing | Owner | Status |
|---|---|---|---|---|---|
| GC/CLO | Clearer visibility into function performance; direct reports more engaged; strategic time freed from admin oversight | One-on-one briefing + monthly metrics report | Week 1 (pre-launch) + ongoing | Project Lead | Scheduled |
| Senior Counsel | Less administrative overhead; more time to focus on complex matters and team development | Team meeting + executive summary document | Week 1 (pre-launch) | Project Lead | Scheduled |
| Working-Level Lawyers | 5–8 hours per week reclaimed from admin; faster turnaround on client requests; clearer career visibility | Hands-on workshop + peer champions | Weeks 3–4 | Training Lead | Scheduled |
| Business Stakeholders | Faster contract turnaround; real-time visibility into status; reduced chase time | Business partner briefing + demonstration | Week 1 (pre-launch) | Project Lead | Scheduled |
| IT/Technology | Visibility into new systems; integration points clear; support model defined | Technical briefing | Week 1 (pre-launch) | IT Lead | Scheduled |
Track adoption by stakeholder group across the launch timeline. Use RAG (Red/Amber/Green) status to identify groups falling behind target and trigger intervention.
| Stakeholder Group | Target Adoption % | Week 4 Actual | Week 8 Actual | Week 12 Actual | Status (RAG) | Intervention |
|---|---|---|---|---|---|---|
| Senior Counsel | 85% | 72% | 81% | 87% | Green | — |
| Working-Level Lawyers | 80% | 55% | 68% | 79% | Green | Peer coaching for laggards at week 6 |
| Paralegals & Support | 90% | 65% | 82% | 91% | Green | — |
| Business Stakeholders | 70% | 40% | 58% | 72% | Green | Additional orientation session at week 5 |
| Laggard Group (identify) | 75% | 25% | 45% | 62% | Amber | Individual coaching; identify specific blockers |
RAG Thresholds:
Action Protocol:
Map training delivery by role group, covering format, duration, content focus, facilitator, and completion tracking.
| Role Group | Training Format | Duration | Content Focus | Facilitator | Scheduled Date | Completion Rate |
|---|---|---|---|---|---|---|
| Executive/GC | Executive briefing | 30 min | Strategic benefits; oversight and governance; adoption expectations | Project Lead | Week 1 | 100% |
| Senior Counsel | Executive briefing + Q&A | 45 min | How the tool changes their day; team supervision; quality assurance role | Senior Champion | Week 1 | 95% |
| Mid-Level Lawyers | Hands-on workshop | 2.5 hrs | Live workflow walk-through using their actual contracts; decision-making in the system; peer Q&A | Training Lead + Peer Champions | Weeks 3–4 | 85% |
| Junior Lawyers | Hands-on workshop | 2 hrs | Core tasks; integration with research/precedent tools; how to escalate complex issues | Peer Champions | Week 4 | 92% |
| Paralegals & Support | Operational training | 1.5 hrs | Specific operational tasks; data entry standards; reporting obligations | Operations Manager | Week 4 | 98% |
| Business Stakeholders | Demonstration + Q&A | 60 min | Visibility features; status tracking; communication workflow | Project Lead | Week 1 | 75% |
| Remote/Geographic | Self-paced online module | 1.5 hrs | Core content + recorded walkthrough; asynchronous Q&A via Slack | Training Lead | Available Week 2 | 70% |
| New hires (post-launch) | Peer coaching | 2 hrs | One-on-one or small group with peer champion; embedded in onboarding | Peer Champions | Ongoing | TBD |
Format Guidance: