Use Loom to improve stakeholder engagement
Key takeaways
- Strong stakeholder engagement helps keep projects aligned by making sure the right people stay informed, involved, and ready to provide input.
- Common stakeholder engagement challenges include delayed feedback, unclear expectations, and too many status meetings.
- Async videos make it easier to share stakeholder updates without scheduling another live meeting.
- Loom simplifies stakeholder updates, allowing you to record, edit, and share recordings with one tool.
Whether you’re making important decisions about your company or tackling a major project, keeping stakeholders informed is essential. The right stakeholders can provide context, feedback, and approvals that help teams stay aligned with broader business goals.
Stakeholder engagement can be challenging when feedback is delayed, updates are scattered, or every decision turns into another meeting.
Rich communication with Loom videos is a great way to prevent those pitfalls. Learn how to use Loom to share clearer stakeholder updates, gather feedback asynchronously, and keep work moving.
How to improve stakeholder engagement using Loom
Improving stakeholder engagement starts with sharing the right information, in the right format, at the right time. Loom supports this with async recordings that stakeholders can watch, revisit, and respond to on their own schedule.
Step 1. Identify which stakeholders need which kind of update
Before you record a video to update stakeholders, identify which stakeholders need which type of update. Not every stakeholder needs the same level of detail, so teams should decide who needs visibility, who needs to review or approve something, and who simply needs an occasional update.
Here are some tips for identifying and grouping stakeholders:
- Group stakeholders by influence, involvement, or decision-making role
- Match the update format to what stakeholders actually need
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Avoid overloading all stakeholders with the same information
Step 2. Clarify the purpose of your message before you record
Before recording, decide what the stakeholder update needs to accomplish. Are you trying to inform the stakeholder, request feedback, explain a decision, or ask for approval?
Ask yourself simple questions to clarify the purpose of your message, such as:
- What do you want viewers to know?
- What do you want them to do after watching?
- What context do they need to understand the message?
- Who is impacted by this information?
How does this update factor into the project?
Step 3. Record a concise Loom video that adds more context
Use Loom to record a concise video that gives stakeholders the context they need. Show relevant documents, slides, dashboards, designs, or project pages on screen while you walk through the reasoning.
Here are some tips to help you create a more effective Loom video:
- Keep the video focused on a single update or topic
- Explain what changed, why it matters, and what stakeholders should pay attention to
- Use video to add tone, reasoning, and context that’s difficult to provide through text
You can use Loom’s built-in editor to trim unnecessary or repetitive sections from your video to improve clarity.
Step 4. Share the Loom asynchronously in the appropriate channels
Once you’ve finished recording and editing your Loom video, share it where stakeholders already work and communicate. The goal is to make the stakeholder update easy to find and revisit.
You can share Loom videos in tools like Confluence, Jira, Slack, Teams, or email, depending on where stakeholders already collaborate.
Step 5. Encourage stakeholders to leave feedback directly on the video
After sharing the video with key stakeholders, encourage them to provide feedback via Loom. Stakeholders can leave comments directly on the video, making it easier to review feedback without digging through separate threads.
In addition to comments, stakeholders can also use video replies and reactions to provide feedback. All this feedback is centralized in Loom, making it easy to communicate with stakeholders about updates.
Step 6. Turn feedback into decisions, actions & follow-up updates
Once input from stakeholders comes in, teams should use it to clarify the next steps. This keeps stakeholder engagement tied to progress rather than passive viewing.
Here are some tips to turn feedback into decisions and actions:
- Summarize what was decided
- Capture action items
- Record a short follow-up Loom video if the update changed substantially
You can also use Loom AI to generate summaries, action items, and decision logs to keep context searchable.
Step 7. Build a reusable stakeholder communication library
The video library is one of the most helpful Loom features, allowing you to build a reusable stakeholder communication library. This allows future viewers to revisit decisions, rationale, and project context to understand how those decisions impacted the project.
You can organize videos by project, team, or initiative so key stakeholder updates are easier to find later.