• Recent Posts: Influencer Relations

    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 […]

    AR managers are failing with consulting firms

    AR managers are failing with consulting firms

    Reflecting the paradoxical position of many clients, Kea’s Analyst Attitude Survey also goes to a wide range of consultants who play similar roles to analysts and are often employed by analyst firms. The responses to the current survey show that consultants are generally much less happy with their relationships with AR teams than analysts are. The paradox is that as […]

    Fersht: some IIAR award-winners “just tick the boxes”

    Fersht: some IIAR award-winners “just tick the boxes”

    Some of the firms mentioned by the IIAR’s analyst team awards fall short of excellence. That’s the verdict of several hundred analysts who took our Analyst Attitude Survey, and of the CEO of one of the top analyst firms. Phil Fersht left the comment below on our criticism of the IIAR awards. We thought we’d reprint it together with the […]

    Do the IIAR awards simply reward large firms?

    Do the IIAR awards simply reward large firms?

    The 2016 Institute for Industry Analyst Relations’ awards seem to be rewarding firms for the scale of their analyst relations, rather than their quality. In a blog post on July 6th, the IIAR awarded IBM the status of best analyst relations teams, with Cisco, Dell and HP as runners-up. Together with Microsoft, which outsources much of its analyst relations to […]

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 […]

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