Engagement planning

Engagement planning is the strategic design of how and when to interact with external stakeholders to support scientific, clinical, and commercial goals.

What is engagement planning?

Engagement planning is a structured process used by medical affairs, commercial, and field teams to identify target stakeholders—such as key opinion leaders, payers, or advocacy groups—and map out when, how, and why to engage with them. Plans are often linked to key data milestones, conferences, or lifecycle events.

Why is engagement planning important in pharmaceutical strategy?

Thoughtful engagement planning ensures timely, coordinated, and high-impact interactions that drive stakeholder trust and support for a therapy. It helps avoid duplication, improves internal alignment, and maximizes return on field efforts. It is especially critical in pre-launch and post-launch phases where perception and behavior change are most valuable.

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