Templates and records · SGE 21 · Clause 6.1.7

SGE 21 stakeholder engagement plan template

Who the company deals with, what each group expects, what it commits to doing and what evidence shows it has done it.

In one sentence

The stakeholder engagement plan classifies each group and its type of relationship, applies a methodology to find out their expectations, sets commitments, prioritises action and communication plans and keeps evidence of the results, which are the four steps required by section 6.1.7 of SGE 21.

Content reviewed on 17 October 2026

Where the standard requires it: SGE 21 · Clause 6.1.7 Sections are cited using the numbering of the October 2024 version of SGE 21, the one Foretica publishes on its website. The Academy groups its nine management areas into six blocks.
Type of information: Mandatory record Evidence of results that must be maintained (6.1.7 d)
Who fills it in: The system manager The engagement model is defined by the committee (6.1.3)
When: Once a year With updates when expectations change or a new group emerges
How long it is kept: Set by the organisation The standard sets no periods. Covering at least the three-year certification cycle, with the initial audit and two surveillance audits, lets you show progress at every visit.

What the standard requires

What SGE 21 demands and what it leaves to your judgement

The standard asks the organisation to maximise the value its activity creates for stakeholders. To do so it must identify and classify them, adopt a methodology to detect their expectations and, as far as possible, set matching commitments, design and prioritise action and communication plans, and maintain evidence of the results.

Unlike the ISO 26000 stakeholder map, which is a recommendation, here every step is auditable and the results of this dialogue are a mandatory input to the management review (6.1.12).

Read it in context: Organizational governance and ethics, in the SGE 21 Academy

Structure

Fields the template should include

Stakeholder group and type of relationship
Listening methodology: survey, meeting, interview, panel
Expectations identified
Commitments made
Action and communication plan, with priority
Owner and timetable
Results and evidence

Example

Example: three groups at the services company (fictitious company)

Company, people and figures are fictitious: the example only shows what a properly completed record looks like.

Field	Content
Employees	Workplace climate survey and site meetings · expectation: stable shifts · commitment: rotas published a month in advance
Public-sector clients	Contract follow-up meetings · expectation: compliance with social clauses · six-monthly report
Cleaning product suppliers	Annual questionnaire · expectation: payment terms · commitment: payment at 45 days
Results	Rotas published on time at 92% of sites · average payment period of 43 days
Evidence	Minutes, survey results and indicator dashboard attached

At the audit

Mistakes auditors commonly flag

There is a stakeholder map, but no methodology for finding out their expectations.
Commitments with no plan and no owner.
No evidence of results is kept.
The results never reach the management review.

In Kimobox

How this record is kept in Kimobox

1Stakeholders are identified with their engagement channel documented.
2Stakeholder dialogue and its results are recorded.
3Commitments are tracked as actions with an owner and a date.
4The results are examined in the management review of the system.

Frequently asked questions

What people ask us before getting started

Which stakeholder groups must be included?

At a minimum, those of the standard’s nine areas: governing body, people, customers, suppliers, community, environment, investors, competitors and public authorities, insofar as the organisation deals with them.

Is the ISO 26000 stakeholder map enough?

It is a good starting point, but SGE 21 also requires commitments, prioritised plans and evidence of results.

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Sources

Where each figure comes from

References to the official text in force. If a standard is revised, this page is updated and the review date says so.

SGE 21. Sistema de Gestión Ética, Sostenible y Responsable (Ethical, Sustainable and Responsible Management System) Forética · October 2024 version
ISO 26000:2010 — Guidance on social responsibility ISO · 2010 ed.