Analyst Day Do S and Don Ts

Analyst Day Do’s and Don’ts

Do’s:

 Get management’s buy-in early, particularly on budget, location, and presenters

 Try to time to coincide/follow a major announcement

 Check conference/peer schedule before finalizing date

 Create and maintain a master timeline

 Use the event as an opportunity to showcase the extended management team

 Be careful when selecting outside speakers and customers

 Reach out to sell-side and top buy-side for input on topics to be covered

 Consider conducting a perception study in advance of event to assist in message development

 Create a targeted invite list and consider inviting a board member or two

 Agree on the key messages/themes for the event in advance

 Include a review by legal before finalizing presentations

 Advocate for presentation training for all speakers

 Conduct Reg. FD training for all presenters and company guests, such as board members

 Consider hiring a design firm to refresh/overhaul presentations

 Carefully proofread all presentations again before final printing/binding

 Check with marketing on items that can be used for giveaways

 Shop around and negotiate with all service providers

 Push back on costs with hotel

 Conduct post-event follow-up survey/perception study

 Cancel once you announce event

 Settle for less than ideal room accommodations

 Book a space that is too large or too small

 Limit your invitation list to only sell-side

 Forget to webcast the event

 Fail to remember to shut off microphones when not presenting

 Overlook having a back-up plan or “Plan B” for audio equipment

 Restrict the important Q&A period

 Host the meeting near the end of a quarter

 Hire your key vendors based on cost only

 Allow management to present without rehearsing

 Give away anything expensive or frivolous