BACK-TO-BAY STREET CHECKLIST
As we transition into fall (and back to the office, for many), we understand the rush that September brings. To help reignite your IR program we’ve created a simple “Back-to-Bay Street” checklist:
Review your company ownership for any changes over the summer. Consider running a geographic and range report with Broadridge. For any significant change in investor base, consider what messaging and actions might be required moving forward. Present your findings to management.
Book a time to sit down with your CEO and CFO to review your investor relations goals and objectives. Have they been met? Do they require a pivot?
Review your IR marketing schedule – book investor meetings and catch-ups with your top shareholders.
Begin compiling data and information if you are responsible for ESG Reporting, from the appropriate individuals and sources for your annual ESG or sustainability report. It’s never to late! If ESG has not been a focus and you’re in need of support, feel free to reach out to us and we’ll point you in the right direction.
Reconnect with your sell-side covering analysts – a proactive catch-up between earnings seasons will be welcomed and beneficial to building your relationship with the investment community.
Look ahead and book an investor day for 2022!
Scrub your company website to ensure nothing fell through the cracks over the summer. A review of the entire website (corporate and investor relations) will ensure alignment of messaging across the organization.
Review your communications strategy – 5 key talking points should be shared with management and the Board to ensure alignment of communication and should be revisited regularly.
Refresh your board reporting – review the current format and consider adding or eliminating information.
Support your CEO in hosting an employee townhall – whether your teams are returning to the office or remaining virtual (or a hybrid) a check-in to discuss company strategy and to take questions is always a good idea. Sometimes we forget that many employees are investors too!
Review your supplier/vendor relationships to ensure you’re receiving the best value.
Consider taking your quarterly earnings call virtual. Read our blog post about the benefits of virtual engagement. We wrote a blog about this.
That’s enough to keep you busy until 2022.
