Hone your AR skills by attending AR Measurement Week

AR Metrics & MeasurementMark your calendars for a week (dates are listed below) of intense training on AR measurement topics. Every day for a straight week, SageCircle will be putting on a different webinar on one of the most critical foundational functions for AR: measurement. Each webinar is only $95 and you can find links to the individual webinars on SageCircle.com webinar page. There is a special offer if you register for all five sessions: a $50 discount (see the special link at the bottom of this webpage to sign up with the discount).  Each 90-minute session is packed with practical tips, information, and insights.

Certificate of Completion for Analyst Relations Measurement – SageCircle is starting a new program where we will be sending a signed, hardcopy “Certificate of Completion” to AR professionals who have completed a series of training sessions on a particular topic. The first Certificate to be awarded will go to attendees of all five AR measurement webinars.

 A “Certificate of Completion” will be a useful item to add to your resume as it shows you have invested in upgrading your AR skills and your commitment to the AR profession.

The Certificate of Completion for AR Measurement will be issued for those who have attended all five of the measurement webinars.  This includes the ones you may have taken in the past as well as those in one of the upcoming Measurement Week! series. Future public webinars will also count toward completion of the training for a Certificate. Another way to earn a certificate is to attend a half-day AR Measurement Workshop, either a public version or a privately scheduled session for just your company. 

Two sets of dates: October 19-23 and October 26-30 –“What!” you say “The first week is the same week as US Symposium!” Right, but if you are not going to be in Orlando schmoozing with the Gartnerians that week it would be a great use of your time to get in some training.  Alternatively “Measurement Week Two” will be held the week after Symposium.  You can even mix the sessions across both weeks if that is more Continue reading

AR Measurement – Moving beyond operational metrics

AR Metrics & MeasurementWithin one week, we received inquiries from two different AR-savvy clients about the measurements and metrics they should employ to track activities and benchmark progress against stated goals.  Both clients realized their existing measurement programs – primarily focused on counting AR activities and written research and press quote mentions – were not capturing the full picture of AR activities and effectiveness.  Therefore, the clients were unable to communicate effectively AR’s impact on sales to executives. 

First, before diving into what measurements and metrics to track, clients need to define performance vs. operational metrics.  Performance metrics measure AR’s progress against strategic results such as trends in analyst opinions by market, product, etc. or number of sales opportunities supported by the AR team.  Operational metrics, on the other hand, measure AR’s utilization and productivity against plan.  Some examples include briefings, inquiries, roadshows, summits, etc. and volume of analyst research publications tagged and monitored. 

Second, clients must examine the company’s overall performance goals and then define the AR goals needed to achieve these objectives.  For example, Continue reading

Defining “Operational Metrics for Analyst Relations”

Background:  When building AR measurement programs, AR practitioners must distinguish between performance and operational metrics.  Performance metrics help AR teams measure progress against strategic goals while operational metrics measure utilization and productivity against plan.   

Operational metrics measure AR’s utilization and productivity against plan.  They primarily are internally focused and fall into one of three categories: 1) utilization and Continue reading

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