Investor relations Project support overview

We’ll help you to tackle your critical challenges Sample projects Illustrative questions finance leaders seek to answer Develop a shareholder targeting strategy What does our ideal investor look like? What are the characteristics that we should use to prioritize one investor over another? Plan and execute an investor or analyst day What does the normal investor day look like in terms of budget, timing, location, etc.? What are progressive things we can do to make our day more engaging and interesting? Survey investor perception How are investors thinking about our recent [acquisition/leadership change/product]? What do investors want to see us talking more/less about in the near term? Build an activism preparedness plan What are the key areas where we’re vulnerable to activist investors? Who within our organization should be involved if we face an activist campaign? How can we make our quarterly earnings presentation more compelling? What are ways that we can make our website more engaging and easily navigable? Enhance investor communication channels

Tailored expertise and resources deliver impact in the areas crucial to your success Benchmark the IR function Upgrade the IR function Stay ahead of the latest trends How does my IR program stack up? How do we improve our IR program fast and right? How do I maintain a progressive IR program? Compare the content and structure of your IR presentations to these examples Analyze the scope of IR activities by reading our IR Benchmarking Scope Report Assess investor perception by surveying the investment community using our Message Absorption Diagnostic Evaluate the quality of your investor materials using our presentation review Measure the quality of your IR website using our web audit service Establish a comprehensive investor targeting strategy with this Ignition Guide Improve internal IR reporting using these sample and customizable dashboards Begin delivering compelling presentations using our step-by-step guide Understand the ways other companies structure earnings calls to get the most out of your quarterly communications with this research excerpt Deliver a progressive and engaging investor event by learning about analyst day innovations Stay on top of trends and expectations related to MiFID II using this white paper Anticipate the long-term impact of passive investing trends by reading this research brief on how passive investing impacts IR Reconsider common misconceptions related to earnings guidance by reviewing our analysis on guidance Incorporate infographics into your materials and disclosures by reviewing these tips and examples Learn how other IR leaders are telling a compelling growth story and why it matters, with this research report

Your first 90 days as a client (Illustrative) Month 1 Month 2 Month 3 Compare the content and structure of your IR presentations to these examples Understand the ways other companies structure earnings calls to get the most out of your quarterly communications with this research excerpt Begin delivering compelling presentations using our step-by-step guide Incorporate infographics into your materials and disclosures by reviewing these tips and examples Deliver a progressive and engaging investor event by learning about analyst day innovations Learn how other IR leaders are telling a compelling growth story and why it matters, with this research report Kick off this initiative with your service associate; discuss your challenges and align key resources Review progress with your service associate and create a forward engagement plan Review progress to ensure continued delivery of the right resources at the right time Discussion: What do other companies’ investor materials and events look like? Discussion: What can we do to improve the quality of our disclosures? Presentation Review Results Delivery: What is separating our presentation materials from best-practice examples? Discussion: How can we achieve best-in-class across all of our investor communication channels? Discussion: How can we remain consistent in our messaging without getting stale? Building Effective Presentations The Strategic Impact of Investor Relations Written Research Service Associate Support Analyst & Advisor Inquiries Live Events

We cover a range of key finance and technology initiatives to equip you for success Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges. Budgeting Cost Management Facilities Management Finance IT Finance Organizational Structure Finance Roles and Responsibilities Finance Strategy Finance Talent Forecasting Functional Analysis Growth and Innovation Internal Controls Investor Relations Management Reporting Metric Selection and Dashboard Design Portfolio Planning Real Estate Functional Management Real Estate Customer Relationship Management Robotics Shared-Service Customers Shared-Service Fundamentals Shared-Service Performance Measurement and Improvement Shared-Service Strategy Shared-Service Talent Tax Operations Workplace Strategy

Deliver your critical Finance priorities We’re ready to help you excel against your critical finance challenges. Get in touch to discuss how we can fast-track your success. connect@gartner.com