• Recent Posts: Influencer Relations

    Why KCG’s analyst relations awards beat the IIAR’s

    Why KCG’s analyst relations awards beat the IIAR’s

    We used 18,777 data points from the Analyst Attitude Survey to compare the two leading awards for analyst relations teams. Although we found that KCG‘s awards are more useful than the IIAR‘s, both primarily reflect corporate performance rather than that of the AR teams. As a result, there’s very little that AR teams can do better or worse in these […]

    Netscout continues unwise Gartner suit

    Netscout continues unwise Gartner suit

    Netscout and Gartner have scheduled their trial for next July. The case stands little chance of improving Netscout’s value. It does, however, risk harming the reputation of both analyst firms and analyst relations professionals. Over the last weeks, pressure has mounted on Netscout’s lawyers. Netscout claims Gartner’s Magic Quadrant harmed its enterprise sales and that the truth of Gartner’s statements […]

    Is this how the Quadrant lost its Magic?

    Is this how the Quadrant lost its Magic?

    Gartner’s Magic Quadrant is the most influential non-financial business research document. In the late 1980s, it was a quick and dirty stalking horse to provoke discussions. Today it is an extensive and yet highly limited process, based on the quantification of opinions which are highly qualitative. The early evolution of the MQ tells us a lot about the challenge of industry […]

    Saying farewell to David Bradshaw

    Saying farewell to David Bradshaw

    A funeral and celebration for David Bradshaw (shown left in this 2000 Ovum awayday photo, arm raised, with me and other colleagues) is to take place at West Norwood Crematorium, London SE27 at 2.45pm on Tuesday 23rd August and after at the Amba Hotel above London’s Charing Cross Station, on the Strand. David considered that that Ovum in that incarnation was […]

    David Bradshaw 1953-2016

    David Bradshaw 1953-2016

    David Bradshaw, one of the colleagues I worked with during my time as an analyst at Ovum, died on August 11. He led Cloud research in Europe for IDC, whose statement is below. David played a unique role at Ovum, bridging its telecoms and IT groups in the late 1990s by looking at computer-telecoms integration areas like CRM, which I […]

Presentation Tip: Watch out for the notes on PowerPoint slides

If you send industry analysts PowerPoint files of your presentations, do make sure that you review the text in the Notes section of each page. You’ll want to delete any text that is inappropriate to give to the analysts. This is a step that is easy to miss and which will give you great heartburn. Add this step to your standard presentation critique checklist — you do have a presentation critique checklist, right? — is a simple way to avoid reaching for the antacid pills.

BTW, sending PowerPoint and Word files is a best practice that AR managers should consider using. Providing content in Microsoft Office format makes it easier for analysts to repurpose your content. No, silly, this is not “stealing.” It is called “leverage” and savvy AR managers use this practice to get their companies’ message into the marketplace with enhanced credibility and build relationships with the analysts. 

There is more detail about this technique in SageNoteTM AR120 “Analysts: Originality is not the Goal.” Advisory Clients can request a copy of this SageNote today and schedule an inquiry about how to apply this technique with their analysts. Starting July 1, this SageNote and hundreds of other SageNotes will be incorporated into the SageCircle Analyst Relations Wiki, expanded and cross linked for easy use. Sign up today to get the charter client pricing which expires on July 31. The AR Wiki will also have many checklists, such as a presentation critique checklist, that you can download in Word to save you the time and effort to reinvent the wheel.

One Response

  1. I usually send everything in PDF rather than heavy DOC or PPT -it’s easier to download on the move and don’t blow the analyst email quota off. Some analysts ask for individiual slides.

    Best practice question: how many AR dpt have set up FTP sites or AR portals for sharing heavy files?

Comments are closed.

%d bloggers like this: