Stakeholder alignment kit
Check your stakeholder alignment in under 60 minutes
Use my proven exercises in this free Alignment Kit (PDF) to verify if Sales, Product, Marketing, and IT agree on the roadmap before you commit to moving on.
Send me the free alignment kit!
Complex B2B projects often involve multiple departments with competing priorities. Without a structured alignment process, these differences typically surface during the development phase, leading to change requests and delays.
All-in-one PDF, right to your mailbox.
The Stakeholder alignment kit is a shortened version of my full structured alignment process. It is designed to help you check in less than 60 minutes if your project alignment is robust enough to proceed. It includes:
Exercise cards
3 exercises I use to audit project alignment, complete with printable templates and instructions
The canvas
A comprehensive visual framework that maps the strategy from “customer reality” to “tangible outcomes” on a single page
Agenda
A detailed run-sheet for a full-day alignment session. It outlines how to facilitate the move from the initial audit findings to a fully agreed-upon implementation plan
Everything you need in a single free all-in-one PDF
Get the exercises, canvas, and agenda sent directly to your inbox and start aligning your teams.
Small steps, big impact
No matter where you are in your process, it’s never too late to check how aligned your teams really are.
Step 1: Get the free kit
Step 2: Find the gaps in your alignment
Step 3: Fix these gaps with the full workshop
Have any questions?
Is this just a white paper, or can I actually run these sessions?
This is a functional toolkit, not a theory paper. It contains the exact printable materials I use in paid workshops, including the Priority Poker card templates, the Customer Victory Canvas (A0 PDF), and step-by-step instructions for the three diagnostic exercises. You can print them today and use them in your next team meeting.
Do I need a full day to run this audit?
No. While the kit includes an agenda for a full-day strategy workshop (should you need it later), the Audit itself is designed to fit into a standard 60-minute meeting.
I am not a professional facilitator. Is this difficult to lead?
The exercises are designed to be self-driving. For example, Priority Poker and the Frustration Heat Map use physical props (chips and dots) to structure the conversation. This takes the pressure off you to "manage" the room—you simply explain the rules, and the game mechanics force the stakeholders to make the hard decisions.
What if the audit reveals that we are completely misaligned?
That is exactly why you run this audit before you start development. If the exercises reveal deep conflicts, the kit includes the "Victory Vision" Agenda—the run-sheet for a full-day alignment session. You can use that agenda to facilitate the solution yourself, or if the gap is too wide to bridge internally, you can use the data to justify bringing in external support.