• Recent Posts: Influencer Relations

    Webinar: Survey shows new risks for analyst relations

    Webinar: Survey shows new risks for analyst relations

    A first glance at the Analyst Value Survey shows new risks emerging for analyst relations professionals. We’re hosting a webinar on November 30 to hear how leading AR professionals are responding to them, and what the best practice is for your analyst relations program. Three risks stand out massively. First, there a big gap between the firms that vendors think […]

    Vendors’ five key thoughts about analyst firms

    Vendors’ five key thoughts about analyst firms

    Five things stand out from vendors’ responses to a survey we conducted after our Analyst Relations roundtable at the English Speaking Union. Analysts (including analysts who call themselves consultants or advisors) are often thought to have bias, especially if most of their revenue comes from vendors. Sometimes the effort put into staying informed makes analysts seem very process-driven but less […]

    Join us for the Forum in San José on November 17

    Join us for the Forum in San José on November 17

    Should someone you know be at the year’s most important discussion on analyst relations? We’ll be at the free ARchitect User Forum 2016 in San José, CA, on November 17. Professionals from industry leaders will introduce the sessions: Lopez Research, Digital transformation; IBM, AR in large organizations; Cognizant, Managing analyst events;  Capgemini, AR knowledge management; Wipro, Intelligence-driven relationships; and ARinsights, AR […]

    Take the 2016/17 Analyst Value Survey

    Take the 2016/17 Analyst Value Survey

    The Analyst Value Survey is open! Each year several hundred users of analyst research tell us which analyst firms they use, and which are most valuable. In exchange, they get access to our results webinar, where they discover which firms are delivering the most value in key market segments. You can take part too. Go to AnalystValueSurvey.com and click on […]

    Guess Who’s Looking for Top Talent in Analyst Relations?

    Guess Who’s Looking for Top Talent in Analyst Relations?

    Looking for a new direction in your Analyst Relations career? October is a time when new opportunities pop up in the field. From IBM to Google, we gathered the top US Analyst Relations firms with vacancies needing to be filled. If you’d like to learn more about the opportunity and to schedule an interview, contact these firms directly. However, if […]

Give analysts time to think toward the end of an analyst consulting (SAS) day

A nifty idea we picked up from one of the participants at an AR Effectiveness seminar is to build private thinking time toward the end of an analyst consulting day (AKA “SAS day” using the Gartner term). This gives the analyst(s) an opportunity to reflect on everything they have heard in order to provide vendor participants with a crisp analysis on the topic at hand before they leave for the day.

Another benefit of building this time into the agenda is that it improves retention of the information the analyst was exposed to during the day. 

SageCircle Technique:

  • Include private thinking time into the agenda of an analyst consulting day. 30 minutes should be sufficient – this is in addition to some email phone time
  • This agenda item should be the third item from the end of the day followed by analyst presentation of impressions and discussion. The last item would be the wrap up
  • Suggested: Give the analyst specific points to think about and report on
  • Inform the analyst about this agenda item in advance so they ensure they are taking appropriate notes throughout the day

Bottom Line: Analyst consulting days can be valuable exercises. However, because they can often feel like “drinking from the fire hose, the opportunity for the analyst to provide formal impressions can be lost. By building into the agenda some private reflection time and a presentation of findings, vendors can ensure that they get important insights from the analyst.

Question: What tips do you have to ensure the success of an analyst consulting day?

Related posts:

Why do analyst consulting days? [AR Practitioner Question]

2 Responses

  1. Hi Carter,

    I would add something after this reflexion time: a feedback session, where the analyst provide recommendations and since we’re paying for SAS days, I would also suggest to always ask for a written deliverable (feedback and recommendations).

  2. […] Give analysts time to think toward the end of an analyst consulting (SAS) day […]

Comments are closed.

%d bloggers like this: