An Expectation Management Matrix helps align stakeholder expectations around features, requirements, and timelines by clearly categorising items based on priority and commitment level.

Engagement Level Definitions

• 1 - Unaware: Stakeholder has little to no knowledge about the product/feature
• 2 - Resistant: Stakeholder is aware but may have concerns or objections
• 3 - Neutral: Stakeholder is neither supportive nor resistant
• 4 - Supportive: Stakeholder is positive about the product/feature and provides help when asked
• 5 - Champion: Stakeholder actively promotes the product/feature and helps overcome obstacles

Engagement Strategy Options

• Monitor: Keep an eye on, minimal direct engagement
• Inform: Regular one-way communications (updates, newsletters)
• Consult: Seek input on specific decisions or issues
• Collaborate: Work together actively on project elements
• Empower: Give decision-making authority in certain areas

💡 Add your stakeholder information here with Current Engagement level. Basis the Influence/Impact matrix you should be able to set the Target Engagement levels. Eg: High Influence + High impact stakeholders cannot be 3 or below. Ideal state for them is 5. Chose the right Engagement strategy Options basis this.