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Stakeholder Engagement Planning


This module presents a process for establishing and maintaining relationships with stakeholders - individuals in the field who influence the practice of medicine. It explains how the stakeholder engagement process can be executed and describes the thinking behind it. The module includes knowledge checks and a detailed example that models the application of the process in a realistic scenario. It is applicable for Medical Affairs professionals who are involved in stakeholder engagement, as well as others who wish to learn about it.

This module takes an average of 1.75 hours to complete.

This eLearning module can be purchased individually or as part of the Medical Affairs eLearning Program (11 modules).

Featured topics

  • Basic principles of stakeholder engagement planning
  • Identifying and selecting stakeholders
  • Creating stakeholder engagement plans
  • Guidance on key types of stakeholder engagements
  • Monitoring and managing the execution of the stakeholder engagement plan using Key Performance Indicators (KPIs) and milestones

Who should attend?

This program is designed for professionals involved in:

  • Medical Affairs leadership and others involved in strategy development
  • MSLs and their management
  • Medical Directors
  • Internal functions with vested interest in stakeholder engagement:
    • Marketing
    • Professional Relations
    • Advocacy Development
    • Medical Communications (Medical Publications, Medical Information)

Learning objectives

Upon completion of this module, learners should be able to:

  • Explain the basics of stakeholder planning, including definition, participants, relevance, principles for effective execution, and the “what” of stakeholder engagement planning: scientific platform
  • Define the “who” of stakeholder engagement planning: explain and complete a process by which the right stakeholders are identified and ranked
  • Explain and apply the “how” of stakeholder engagement planning: an approach for creating segments of stakeholders, identifying plans for those segments, and maintaining a successful plan on an ongoing basis
  • Describe key types of stakeholder engagements including investigator-initiated studies, promotional speaker programs, medical advisory boards, and medical society engagements



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