UX research template
Stakeholder interview plan template
Interview the people inside the company who shape a project: their goals, worries, constraints and what success looks like to them.
Free · Editable · Works with Claude and ChatGPT · Also in Consulting, Planning
How to use the Stakeholder interview plan template
Start a board from it
Use this template opens a new Freero board with the Stakeholder interview plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Stakeholder interview plan”.
Follow the instruction on the board
“Talk to each stakeholder alone, 30 minutes each. Look for where their answers contradict each other: that’s what the project must resolve.”
Fill in each part
- What does success for this project look like to you?
- What worries you about it?
- What constraints should we know about?
- Who else should we talk to?
- Where do the answers clash? Fill this after all interviews.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.
Work on it with an AI agent
Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.
You ask: “Fill in the Stakeholder interview plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.
Set it up for Claude, ChatGPT or any MCP client.
Bring your team and your agents to one board
Free to use, open source, and yours to host. No credit card, no seat count.