Free Communication Matrix Templates With How-To

By Kate Eby | July 29, 2023

We’ve collected several communication matrix templates that allow you to plan, manage, and evaluate your communication activities. Each template is designed to capture details on stakeholders, communication channels, desired outcomes, and more.

Whether you're overseeing a complex project, collaborating with cross-functional teams, or striving to improve internal or external communication, these communication matrix templates provide a structured framework to ensure clarity, consistency, and efficiency in your communication efforts.

Included on this page, you’ll find an internal communication matrix template, an external communication matrix template, a marketing communication matrix template, a project management communication matrix template, and more. Plus, learn valuable information on using these templates and creating your own communication matrix.

Communication Matrix Template

Communication Matrix Example Template

Download a Communication Matrix Template for 
Excel | Microsoft Word | Adobe PDF | Google Sheets

Download a Communication Matrix Template With Sample Text for
Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this simple communication matrix template to plan, execute, and evaluate your communication strategies for a single project or a larger organizational plan. First, identify the communication methods, communication frequency, and audience for each stakeholder. Next, enter this information in the template to develop a clear communication plan. This matrix is perfect for sharing with stakeholders and other key team members.

Check out this comprehensive guide to project communication plans for more detailed instructions on developing information sharing processes.

Internal Communication Matrix Template

Internal Communication Matrix Template

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Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this internal communications matrix template to streamline and strengthen communication in your organization. Whether you're implementing a new policy, launching a new initiative, or fostering collaboration across teams, this matrix will help you plan, execute, and evaluate your internal communication strategies. Identify key departments and their communication channels, the frequency of communication, and the communication objectives. By recording this information in the template, you can develop a robust internal communication plan. Share this template with relevant stakeholders and team members to ensure everyone is aligned and informed.

External Communication Matrix Template

External Communication Matrix Template

Download an External Communication Matrix Template for 
Excel | Microsoft Word | Adobe PDF | Google Sheets

Improve your organization's external communication strategies with this external communications matrix template. Whether you're engaging customers, attracting investors, or forging partnerships, this matrix provides a structured framework to plan, execute, and evaluate your communication initiatives. Use this template to identify your target audience segments, select the most effective communication channels, craft compelling messages, and define desired outcomes. This template also lets you highlight any content that is sensitive or confidential in nature, ensuring proper channeling of your external communications.

Marketing Communication Matrix Template

Marketing Communication Matrix Template

Download a Marketing Communication Matrix Template for 
Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this marketing communication matrix to align your marketing efforts, enhance brand visibility, and drive customer engagement. Share this template with your marketing team to ensure seamless collaboration, consistent messaging, and measurable results in your marketing communication initiatives. This template requests marketing-specific information, such as target audience and key messages, so you can keep your marketing communications accurate and effective.

Check out this collection of marketing communication plan templates to find the right fit for your team or organization.

Project Management Communication Matrix Template

Project Management Communication Matrix Template

Download a Project Management Communication Matrix Template for 
Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this project management communication matrix template to plan and track the communication needs and channels for your project. Determine the type of communication, objectives, frequency, responsible parties, and deliverables for each element of your project. A communication matrix template is an indispensable resource for project managers. The template simplifies and streamlines communications, reducing redundancy and creating efficiency. 

Download one of these free communication strategy templates for additional help developing your communication plans.

What Is a Communication Matrix?

A communication matrix template is a tool you can use to plan, organize, and track communication activities within your project or organization. It provides a visual representation of the various communication channels, stakeholders, and messages involved in a project. By using a communication matrix, you can control what messages are delivered, by whom, and through which channels.

What Is Included in a Communication Matrix?

A communication matrix includes important project information, such as the names of stakeholders, the communication channels, the frequency of updates, and the purpose of each communication. It provides a clear structure for organizing and documenting effective communication strategies, ensuring seamless information flow and collaboration on a project.

How to Use a Communication Matrix in Project Management

Using a communication matrix in project management involves several steps to ensure effective communication among project stakeholders. As a planning tool and tracker, the communication matrix is invaluable. It lays the groundwork for success while also providing a resource to revisit if you discover lapses in communication. 

Here are some steps to follow to get the most out of your communication matrix:

  1. Identify Stakeholders: Make a list of all individuals or groups who are involved or impacted by the project. This might include team members, clients, suppliers, management, and other relevant parties. Ensure that you have a comprehensive understanding of all stakeholders.
  2. Determine Communication Channels: Identify the different communication channels that the project team will use. These might include emails, meetings, status reports, project management software, collaboration tools, or other relevant media. Consider the preferences and accessibility of stakeholders when selecting communication channels.
  3. Define Message Content: Determine the key information or content you need to communicate to each stakeholder. This might involve project updates, milestones, deliverables, risks, issues, or other relevant information. Tailor the message content to the specific needs and interests of each stakeholder.
  4. Specify Communication Frequency: Determine the frequency of communication for each stakeholder. This could be a daily, weekly, or monthly schedule, or you might align them with specific project milestones. Consider the importance and urgency of the information you’re communicating and adjust the frequency accordingly.
  5. Assign Senders and Receivers: Allocate responsibility for sending and receiving communication to specific individuals or teams. Clearly define who will deliver messages to each stakeholder and who will receive communication from them. This strategy ensures accountability and prevents confusion.
  6. State the Purpose of Each Communication: Clearly define the purpose or objective of each communication. This approach helps ensure that the appropriate messages reach the right people for the intended reasons, aligning communication activities with project goals and objectives.
  7. Track and Update the Matrix: Create a communication matrix template, or use a pre-made document. Fill in the matrix with the stakeholder names, communication channels, messages, frequency, senders, receivers, and purposes. Regularly update the matrix as the project progresses and communication needs evolve.
  8. Execute and Monitor Communication: Implement the communication plan based on the matrix. Confirm that messages are delivered on time and through the appropriate channels. Monitor the effectiveness of communication by tracking responses, feedback, and stakeholder engagement, making adjustments to the matrix as needed.

How to Create a Communication Matrix

One way to create a communication matrix is to use an existing template. Start by defining the purpose and content of each communication. Next, list all project stakeholders and their roles, identify the communication channels, and determine communication frequency.

By following a few simple steps, you will have a valuable communication resource at your fingertips.

1. Determine the Purpose of the Communication Matrix

Before filling in your communication matrix, evaluate your communication needs and the goals of your organization or project. This evaluation ensures that your communication plan involves the proper channels and includes the right stakeholders.

2. Define the Purpose and Content of Each Communication

For each planned communication in your matrix, identify the key objectives of your project. Determine the specific information needed to convey these goals to stakeholders. Tailor the content of your communications to provide relevant updates, address concerns, and foster effective collaboration. Prioritize clarity and consistency in your messaging to keep everyone informed and engaged.

3. List All Project Stakeholders and Their Roles

Start by identifying individuals or groups involved in your project, such as team members, managers, clients, and other relevant parties. Take the time to understand the roles that each stakeholder plays, whether as decision-makers, contributors, or information recipients.

4. Identify the Communication Channels

Consider various methods of communication, such as email, meetings, phone calls, or project management software. Evaluate the advantages and limitations of each channel based on factors such as urgency, complexity, and accessibility. Choose the most suitable channels for different types of communication, and document them in your matrix to facilitate efficient information exchange.

5. Download a Communication Matrix Template

Once you determine the basic parameters of your communication needs, download the communication matrix template that best suits your needs.

6. Fill in Your Information on the Downloaded Template

Using your chosen template, populate the matrix with the relevant information, paying attention to any gaps or redundancies. The purpose of a communication matrix is to clarify and simplify your communication plans, and filling in the template helps you visualize the process and stakeholders.

7. Review Your Communication Matrix Template

Review your communication matrix regularly to be sure your communication channels and stakeholders are performing as planned. Adjust as needed, and share your matrix with internal and external parties as required.

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