<p>Analyst Day Do’s and Don’ts </p><p>Do’s: </p><p> Get management’s buy-in early, particularly on budget, location, and presenters </p><p> Try to time to coincide/follow a major announcement </p><p> Check conference/peer schedule before finalizing date </p><p> Create and maintain a master timeline </p><p> Use the event as an opportunity to showcase the extended management team </p><p> Be careful when selecting outside speakers and customers </p><p> Reach out to sell-side and top buy-side for input on topics to be covered </p><p> Consider conducting a perception study in advance of event to assist in message development </p><p> Create a targeted invite list and consider inviting a board member or two </p><p> Agree on the key messages/themes for the event in advance </p><p> Include a review by legal before finalizing presentations </p><p> Advocate for presentation training for all speakers </p><p> Conduct Reg. FD training for all presenters and company guests, such as board members </p><p> Consider hiring a design firm to refresh/overhaul presentations </p><p> Carefully proofread all presentations again before final printing/binding </p><p> Check with marketing on items that can be used for giveaways </p><p> Shop around and negotiate with all service providers </p><p> Push back on costs with hotel </p><p> Conduct post-event follow-up survey/perception study </p><p>Copyright ©2012 National Investor Relations Institute. 1 Don’ts: </p><p> Cancel once you announce event </p><p> Settle for less than ideal room accommodations </p><p> Book a space that is too large or too small </p><p> Limit your invitation list to only sell-side </p><p> Forget to webcast the event </p><p> Fail to remember to shut off microphones when not presenting </p><p> Overlook having a back-up plan or “Plan B” for audio equipment </p><p> Restrict the important Q&A period </p><p> Host the meeting near the end of a quarter </p><p> Hire your key vendors based on cost only </p><p> Allow management to present without rehearsing </p><p> Give away anything expensive or frivolous </p><p>Copyright ©2012 National Investor Relations Institute. 2</p>