Assessing stakeholder personality template

We assess our stakeholders’ personas as part of our human instincts, and there are good reasons for that. It is a fundamental building block of any relationship building. Moreover, effective stakeholder management is based on understanding their objectives and thought process (which is driven by their personality). Learning about your stakeholder’s mindset and attitude is not simple, and reading their LinkedIn profile is insufficient. You are then expected to rely on your soft skills to assess their personality, communication style, decision-making process, etc. This approach can be modularized into a simple framework, which I found intuitive and easy to follow. It requires your understanding of two human “dimensions” - The tendency to be Reactive or Proactive and being a structured “thinker” as opposed to being a “Freestyle” lover. This approach is illustrated in the infographic to assist CSMs in identifying the appropriate method to manage stakeholders and find avenues to engage them. You are welcome to leverage the framework and share your feedback with me.

Contributed by:
Guy Galon

Processes & programs

Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist.

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Human relationships can be complicated to manage. However, there are many dimensions according to which we can profile people’s behavior. This notion led me to create this infographic to assist CSMs in identifying the appropriate approach to manage stakeholders and find avenues to engage them.

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Contributed by: Marcus Euzebio

With over 15 years of experience in the technology sector, Marcus Euzebio has cultivated extensive expertise while working with both national and multinational companies. His proven skills in strategic roles, with a focus on client relationships, project management, pre-sales and post-sales support, business development, and technology adoption strategies, highlight his dedication to ensuring client success. For the past five years, Marcus has been leading a Customer Success team at Logicalis, delivering outstanding results. He is widely recognized for his innovative thinking and problem-solving abilities, especially in challenging environments.

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Contributed by: Christina Garnett

Christina Garnett is a fractional CCO and advisor dedicated to enhancing customer relations for agencies and startups. With a background at HubSpot and ICUC, she has extensive experience in fostering brand affinity through community and social media engagement with global customers.

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Processes & programs