FACT: Successful projects rely on effective stakeholder engagement.

We must understand various stakeholder types, perspectives and attitudes to ensure they are fully engaged and willing to work with us.

It is critical to build rapport and trust, while avoiding conflict and misunderstanding.

While there are many tools and techniques we can use to use to plan, analyse and monitor stakeholder engagement, we must also analyse the mindset of our stakeholders – a deeper level of analysis – to understand how they might view various situations, and how we can best respond to them.


Join us in Edinburgh LIVE!

With a background in software development, Kathy Berkidge is a Business Analysis professional with over 30 years of experience in I.T.

She provides business analysis and agile training and consulting services to many organisations in a variety of industries, as well as speaks internationally on topics relating to Agile, mindset and Business Analysis.

Kathy works with teams to improve teamwork, be more innovative and deliver better customer value.




with Kathy Berkidge on the 28th September 2022

Stakeholders and engagement principles

  • Defining stakeholders and stakeholder types
  • The stakeholder engagement process
  • Stakeholder identification
  • Classifying and categorising stakeholders
  • Stakeholder engagement planning

Stakeholder analysis

  • Common stakeholder management tools:

               + Mendelow matrix      + RACI

  • Using personas
  • Empathy mapping
  • Introducing the ‘Stakeholder Engagement Canvas’

Creating connection and rapport

  • Barriers to stakeholder engagement
  • Building rapport and trust
  • The importance of mindfulness and empathy
  • Communication styles and effective communication techniques
  • Mindful listening and remaining present

Plan and practice

  • Using the ‘Stakeholder Engagement Canvas’ to plan successful stakeholder engagement
  • Monitoring and reviewing stakeholder engagement
  • Managing conflict
  • Practices to maintain connection and awareness


This course is for anyone who works with stakeholders, as well as anyone involved in organisational, project, product or business change. Typical participants include:

  • Business Analysts
  • Project / Program Managers
  • Scrum Masters / Iteration Managers
  • Product Owners / Product Managers
  • Delivery Leads
  • Agile Coaches
  • Consultants

YOUR SPEAKER | Kathy Berkidge

She is passionate about seeing people, teams and organisations thrive in an environment of collaboration and harmony.

SUMMARY & PRICE | Only 20 places available!

BALIFE are very proud to be hosting the wonderful Kathy Berkidge and her acclaimed workshop "Successful Stakeholder Engagement - Practical techniques to build connection and rapport", live on the 28th of September 2022 in the great city of Edinburgh (16 St Mary's Street, Edinburgh, EH1 1SU).

In keeping with the BALIFE ethos to provide first-class training and experiences to Business Analysts at an affordable price, this full-day workshop is just £347 ...and that includes a tasty lunch too!

There are only twenty places available, so get your ticket now by clicking below!

This practical, interactive workshop explores tools and techniques that enable greater understanding and connection with our stakeholders including the ‘Stakeholder Engagement Canvas’. The canvas is a new tool that examines our stakeholders’ needs and mindset in depth to enable better planning and monitoring of the engagement process.

Kathy will present key principles of effective stakeholder engagement that allow a more insightful level of stakeholder analysis, along with how we can be more mindful working with them.


  • Understand the stakeholder engagement process and how to plan for successful stakeholder engagement.
  • Identify different stakeholder types and segments.
  • Learn various techniques to categorise and analyse stakeholders.
  • Understand the importance of remaining mindful when working with stakeholders.
  • Use the ‘Stakeholder Engagement Canvas’ to perform stakeholder analysis.
  • Understand communication styles and how to communicate more effectively.
  • Apply methods to increase connection and build rapport with stakeholders.



Practical techniques to build connection and rapport