Profit → Impact: Stakeholder Dashboard + Calendar Audit

Purpose: Help an executive balance stakeholder focus by visualizing time spent across key groups.

Calendar Overview

Week tabs with high-level time spent per stakeholder group [Investors, Customers, Employees, Community].

Stakeholder Dashboard

Metrics table tracking engagement frequency, sentiment summaries, and action items.

Observation Log

Weekly notes on patterns or imbalance [e.g. “Investor meetings 5x/month; customer time missing”].

Adjustment Plan

Suggestions to implement [e.g. “Add customer time slot,” “Quarterly site visit”].

EXAMPLE

Calendar Overview [Sample Week]

Day	Stakeholder	Meeting Topic	Duration
Mon	Investors	Q2 Results Review	1 hr
Tue	Employees	Team Wellness Check-In	30 min
Wed	Customers	Product Feedback Call	45 min
Thu	Community	Local Partnership Brief	1 hr

Stakeholder Dashboard [Monthly]

Group	Touchpoints	Sentiment	Notes
Investors	3	Positive	Value focus well received
Customers	2	Mixed	Friction in new onboarding
Employees	5	Neutral/Declining	Burnout noted in surveys
Community	1	Positive	Excited about new collab space

Observation Log [Sample Entries]

Date	Observation	Insight or Pattern	Suggested Action
May 22	Three back-to-back investor meetings in one day	Overweighted focus on financial stakeholders	Space these meetings out over the month
May 23	No time spent with customer success team this week	Missing customer voice in feedback loops	Add bi-weekly customer roundtable
May 24	Community partner request delayed 2 weeks	Community visibility slipping in calendar priority	Flag for next exec team sync
May 27	Team feedback: “Haven’t seen exec in a while”	Low employee engagement touchpoints	Schedule monthly all-hands check-in
May 29	High external praise on LinkedIn went unacknowledged	Missed opportunity to reinforce brand values	EA to cue exec for public response

Adjustment Plan

Add customer feedback forums monthly
Reduce investor sessions to biweekly
Add 1x monthly community story highlight

<aside> ⚠️

Disclaimer:

The sample content and data provided in this template are published by EA Insights for demonstration purposes only. They are not based on actual organizational data and are intended to illustrate what is possible in modern, strategic EA practices. Use these examples as inspiration and adapt them to fit your unique context and goals.

</aside>