Identifying stakeholders and engagement strategies
5CO03 – Professional behaviours and valuing people
This CIPD Level 5 video, part of unit 5CO03 Professional behaviours and valuing people, explores how to identify stakeholders and design effective engagement strategies for inclusive people practices. It addresses assessment criteria AC 2.2 by examining methods for enabling diverse voices—including those directly impacted, key contributors, and decision-makers—to participate in designing and delivering HR solutions. The video covers various engagement approaches such as discussions, consultations, and research activities, alongside strategies for verifying that people practices are genuinely inclusive and responsive to different needs and agendas. You'll develop the practical skills needed to ensure stakeholder participation and evaluate the inclusivity of your organisation's people initiatives.
What this video covers
Covering Assessment Criterion 2.2 of 5CO03, this video addresses the question of who needs to be involved when designing inclusive people practices and how to reach them. It works through a structured taxonomy of stakeholder categories: those directly impacted by a given initiative, those with relevant insights or contributions to offer, partners in joint working, and those who hold authority or responsibility in the area concerned. Concrete examples anchor each category — a new performance management system and a parental leave policy are used to illustrate how both direct and indirect effects shape who belongs in scope.
A significant portion of the video is devoted to the challenge of reaching stakeholders whose perspectives are least often captured in conventional design processes. It draws attention to part-time workers, employees on fixed-term contracts, night shift staff, remote and dispersed workers, and employee network groups representing disabled employees, LGBTQ+ staff, and employees from ethnic minority backgrounds. Trade union representatives, occupational health providers, pension trustees, and internal specialists such as legal advisors and IT teams also feature as distinct stakeholder groups, each with different rationales for inclusion.
The video then turns to the engagement strategies themselves, covering discussion-based methods including focus groups, workshops, and one-to-one interviews, alongside documentary and electronic approaches such as written consultation documents, online surveys, and collaborative asynchronous platforms. Psychological safety is treated as a central condition for effective engagement, with attention given to group composition and facilitation practice. The video closes by connecting the choice and combination of these methods to the goal of enabling a genuinely diverse range of voices to contribute to people practice design.
Assessment Criteria 2.2
Discuss strategies for designing and ensuring inclusive people practices.
Indicative Content
Enabling others to have a voice when designing and delivering solutions which impact them. Strategies for engaging with others in the design of people practice initiatives, for example; discussions, email and documentary exchanges, research or consultation activities. Others: for example those directly impacted by the solution, those with relative insights or contributions to offer, partners in joint working, those with authority or responsibility in the area concerned. Strategies for checking the inclusivity of people practices: for example, informal or formal feedback; consultation re the extent to which the practice reaches and embraces different agendas and needs.
What You'll Learn
Video covering: Identifying stakeholders and engagement strategies
About 5CO03 – Professional behaviours and valuing people
This unit focuses on how applying core professional behaviours such as ethical practice, courage and inclusivity can build positive working relationships and support employee voice and wellbeing. It considers how developing and mastering new professional behaviours and practice can impact performance.
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