Stakeholder Communication Checklist

Goal: Ensure every stakeholder communication is structured, valuable, and trust-building.

đź“Ś 1. Audience Clarity

  • Who is this update for? (Investors / Team / Customers / Partners / Board / Regulators)

  • Have I tailored tone, format, and content to suit this audience?

🧠 2. Context & Purpose

  • Does this update clearly explain why it matters now?

  • Does it align with the stakeholder’s interest and level of influence?

đź“Š 3. Key Metrics & Progress

  • Revenue / Runway / CAC / MRR / Active Users (depending on audience)

  • Any major milestones hit this period?

  • Are metrics visualized clearly (bullets/tables/charts if needed)?

🚀 4. What’s Working

  • Highlight 1–3 wins or positive developments

  • Explain why they matter for the long-term vision

⚠️ 5. What’s Not Working

  • Be transparent about challenges, delays, or missed targets

  • Share what you’re doing to address them (action plan)

🎯 6. Priorities Ahead

  • What’s next on the roadmap or execution plan?

  • Are the next 1–3 key objectives or KPIs listed?

🙋 7. Asks or Action Items

  • Is there something you need from this stakeholder? (Advice / Intros / Feedback / Approvals)

  • Is the ask clear, specific, and time-bound?

🗓️ 8. Cadence & Consistency

  • Are you sending this on your agreed update schedule?

  • If late or early, is the reason explained?

✍️ 9. Tone & Language

  • Is the tone authentic, transparent, and confident?

  • Is it free from jargon and fluff?

  • Is there a deck, data room link, dashboard, or demo to include?

  • Are links working and accessible?

đź’¬ Bonus: Invite Engagement

  • Did you ask for feedback, questions, or comments?

  • Is there a clear reply-to channel or contact?