SayPro Stakeholder Feedback Summary Sheet
| # | Date | Stakeholder (Name / Role) | Engagement Type | Key Feedback / Quotes | Theme / Category | Sentiment (👍/👎/⚠️) | Suggested Action | Owner | Target Timeline |
|---|---|---|---|---|---|---|---|---|---|
| 1 | YYYY‑MM‑DD | Jane Doe / Product Manager | Interview (30 min) | “Dashboard filters feel slow and sometimes break on mobile.” | Mobile Performance | ⚠️ Mixed | Investigate load times on mobile | Dev Lead | July 2025 |
| 2 | YYYY‑MM‑DD | John Smith / Support Lead | Support Tickets Review | “Ticket resolution across channels isn’t consistent—different teams give different answers.” | Support Consistency | 👎 Negative | Convene cross‑channel SOP workshop | CX Manager | June 2025 |
| 3 | YYYY‑MM‑DD | Maria Chen / Client (SME) | Client Workshop (1h) | “I’d love pre‑built report templates tailored for my industry.” | Reporting Customization | 👍 Positive | Draft 2–3 industry templates | BI Owner | August 2025 |
| 4 | YYYY‑MM‑DD | UX Team (group meeting) | Usability Testing | “The onboarding flow is smooth, but the tooltip language isn’t clear in advanced settings.” | Onboarding + Usability | ⚠️ Mixed | Revise tooltip copy and test with users | UX Lead | July 2025 |
| … | … | … | … | … | … | … | … | … | … |
How to Use
- # / Date – Number entries chronologically for tracking.
- Stakeholder – Include role (for context) and optionally the team.
- Engagement Type – Interview, survey, site visit, workshop, support ticket, etc.
- Feedback / Quotes – Record verbatim quotes or key paraphrased points.
- Theme / Category – Tag into buckets like Usability, Reporting, Support, Mobile, Training, etc.
- Sentiment – Quick visual indicator: 👍 = positive, 👎 = negative, ⚠️ = mixed or caution.
- Suggested Action – Initial idea for response—refinement later in action plans.
- Owner – Assign team/role responsible for follow-up.
- Target Timeline – Define a clear deadline for action.
Best Practices
- Group and Review Weekly/Monthly: Sort by category to identify recurring issues.
- Tie to KPIs: E.g., support consistency → CSAT, mobile performance → app ratings.
- Prioritize: Focus first on recurring pain points with high stakeholder impact.
- Show Traceability: In reports, reference back to this sheet (e.g., “see sheet #2 – June 12”).
- Close the Loop: Update sheet once action is completed (date and outcome).
Suggested Follow‑Up Use
- Monthly Insight Reports: Incorporate top 3–5 themes from this sheet as key findings.
- Leadership Briefing: Highlight major concerns and planned resolutions.
- Cross‑Functional Workshops: Use real quotes to contextualize issues during co‑creation sessions.
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