We’re going to ask you to complete and submit a survey order form that sets a series of events in motion. (STEP 1) The form asks you to submit a complete list of the stakeholder categories you’d like to survey, your response deadline, some company demographics, and your name and email. (STEP 2) When the Stakeholder Score team receives that form, they will create a group of custom sorting URLs for the survey (we are using Survey Monkey) that are specific to your company, and to each stakeholder group you listed.  You will send the appropriate URL to the people you’ve identified to survey for each stakeholder group respectively and ask them to take the survey. (STEP 3) You’ll follow up a few times before your response deadline. (STEP 4) Within five business days after your response deadline, the Stakeholder Score team will send you a summary report and a file with the raw data for your further analysis.

The report fee includes the setup, custom URLS, survey support, the final summary report, as well as an optional 1 hour report debrief to explore the findings of your assessment. Based on the projected number of The fee will be agreed upon prior to creating the custom survey URLS and is due upon receipt of Summary Report (defined below).

Company Demographics
The Stakeholder Score team is studying how this survey process is performing, which companies are using it and based on their experience, how it can be optimized.  Understanding the size, geography, industry, age and ownership status of companies helps this process.

Your Name and Email
The Stakeholder Score team needs to know where to send the data.

Data and Privacy
The Stakeholder Score is an open source project.  The data collected through this process will be held in private SurveyMonkey and Google Drive accounts by the Stakeholder Score team with whatever data security guarantees and limitations that affords.  Beyond that, the Stakeholder Score team will not share individual company response data with anyone other than an authorized representative from that company, without the express permission of such a representative.  Aggregate response data may be shared for research purposes but only without company names.  

Below are the steps you can expect if your application is approved:

Step 1 – Identify

Gather the list of emails for your stakeholders.  The goal is to identify multiple people who represent the interests and values of the following groups or perspectives:

Community members/leaders where you do business.

The more feedback you can collect, the better, so we will encourage you to send the survey out to as many people in each stakeholder group as you can.

Stakeholder Categories
You’ve already done some of this work, and you may only have the six categories we’ve already discussed: Employees, Customers, Vendors/Suppliers, Owners/Shareholders, Community, Environment.  But your company may wish to add other groups (e.g. Franchise Owners), or you may have a reason to segment out different types of employees (e.g. those who work in different plants or geographic territories).  You can choose up to 12 categories, but remember to make sure that each will have a large enough pool of respondents to guarantee anonymity.

Step 2 – Contact

We will help you customize the following email copy for your company along with adding appropriate deadlines for submission.

Friends –

We want our company to be a good citizen of our community and I’m writing to ask for your help.  Would you take a few minutes to complete a short, anonymous survey about how we are doing as a company? It should take about 5-10 minutes and your candid feedback would be very valuable to help us assess our strengths and weaknesses.  I’m asking you to find time to complete this by [SPECIFIC DATE].

You can find the survey here:

For spelling consistency, please make sure you enter that you’re assessing: [COMPANY NAME]

Thanks in advance for your time and your perspective.


Sorting URLS
In early tests, the Stakeholder Score team relied on respondents to identify their company and stakeholder group and discovered major issues with categorizing the data that came back.  Many companies have different brands or names, and many stakeholders have different terms they use to describe their relationship with a company.  These differences make the task of correctly organizing data by company and stakeholder group cumbersome, and in some cases impossible. The Stakeholder Score team will give you sorting URLs for each stakeholder category you submit (Limit 12), and it is CRITICAL that you think the categories through in advance AND that you send the right URL to the right category.  Otherwise, you will be very limited in your ability to analyze the data you collect.

Response Deadline
Your response deadline must be made very clear to your stakeholders.  It is the date that triggers the reporting process in the Stakeholder Score team and any responses received after this deadline will not be included in the results of your survey.  Once you submit the survey order, this date cannot be changed, so make sure you are ready to go before you submit that form.

Step 3 – Follow Up

It is a best practice to plan to ping people two additional times before the deadline to ensure you get a good response rate. You can use the same language with a modifier at the top like this: “I’m not sure if you’ve had a chance to complete that survey yet, but just in case you haven’t, I want to send this reminder to do it by (deadline).”

Please note, you will not be able to confirm who has or has not responded to the survey as that could compromise anonymity.

Step 4 – Analyze

When you receive your responses and detailed report, discuss them with your leadership team and align on what ONE thing you will do to improve your scores.  Don’t bite off more than you can chew here. This is going to be a marathon, not a sprint. Pace yourself and make sure your changes, if they are effective, can be sustained. Plan on using this tool to check on your progress periodically, at least annually.

Step 5 – Evolve

Watch your performance steadily strengthen over the next several years (assuming you do the work to improve your scores on this assessment). The Stakeholder Score checks your company’s vital signs. Just like your physical health – your company health is sophisticated and requires intentional effort to improve. The out-dated ways of thinking make us endangered; it’s time to evolve.

Stakeholder Score Assessment Application
Submit your company information below to apply for a Stakeholder Score Assessment.
The last day you will be accepting survey responses from your stakeholders for this report.