• Recent Posts: Influencer Relations

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    Analyst Value Survey shows deeper frustration with industry analysts

    Analyst Value Survey shows deeper frustration with industry analysts

    I’ve been in New York this week discussing the Analyst Value Survey with both Kea clients and industry analysts. The 2017 report will be available early in January, but the responses show that many users of analysts’ services are reaching out to more firms than before, and are gathering quite uneven value. Firstly, the good news is that many users […]

    Webinar: Survey shows new risks for analyst relations

    Webinar: Survey shows new risks for analyst relations

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    Vendors’ five key thoughts about analyst firms

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    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 […]

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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