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The
Better IR Process Model
Investor relations is a proactive and interactive
process in which important information is continually disseminated,
not only to the financial community but also to a company’s
other key constituencies, to ensure that the company will
be accurately valued in the marketplace.
If you want Better IR, you need to think of it as a continuous
cycle model with inputs, outputs and feedback. The initial
inputs for the company are research and analysis which become
the basis for developing an IR plan. The output by the company
is action, usually communication targeted at the investment
community. Feedback from the investment community is evaluated
and becomes a new input. Results are measured against goals
and objectives. If necessary, these lead to adjustments
in the plan, or changes in strategy and tactics.
Research & Analysis
Perception Studies
The most effective communication programs begin with an
understanding of the attitudes, concerns and perceptions
held by your key constituencies. You need to understand
what current and prospective investors actually think of
your company, your industry and your sector. We conduct
interviews with targeted members of the investment community
to find out what they think of your company’s business
strategy and valuation. The information and insights gained
from this can be very valuable and improve your likelihood
of success.
Communications Audits
We can review a company’s communications materials,
including annual reports, news releases, fact sheets, investor
kits, etc. to evaluate their effectiveness in communicating
clear and consistent key messages to the investment community
as well as other important constituencies. If necessary,
we make recommendations and can assist in the creation of
new materials.
Planning
This is the step in the process that answers "What
should we do and why?"
Our Investor Relations Plans are maps to get from where
you are, to where you need to be. They are built on the
intelligence and insights gained from the research phase.
We work with you to define goals and objectives and then
recommend appropriate strategies and tactics. We also include
metrics to evaluate success.
Communicating
This is where the plan is put into action. It is vital that
all of your audiences, from customers to shareholders, receive
consistent core messages. All of your messages need to be
integrated and unified because they will influence how your
company is perceived.
We work with you to develop and communicate
messages that:
- Speak to the investment community’s concerns
- Support your goals
- Are clear and easy to understand
- Are consistent whether presented orally, projected in
a PowerPoint presentation, posted on your web site, or printed
in your annual report
Measurement and Evaluation
The Better IR process model is based on the understanding
that to be effective over the long term, Investor Relations
must be both proactive and interactive. That involves creating
mechanisms for getting feedback from the investment community.
It also involves metrics to measure the success of the plan’s
strategies and tactics against the defined goals and objectives.
The feedback and metrics allow for timely adjustment, if
needed, in the plan.
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