• Recent Posts: Influencer Relations

    Your pitch to analysts isn’t just about your solution

    Your pitch to analysts isn’t just about your solution

    In pitches to analysts, there are many conversations going on. At one level, there’s a communication about the business solution. There’s also a conversation about the wider market and about the personal credibility of the participants. Sometimes the slides used in pitches are just excuses for the interaction. The slides are used to assess both the market vision of the firm and the […]

    KPMG pushes out 451 in 2017 Strategy Analyst Firm Awards

    KPMG pushes out 451 in 2017 Strategy Analyst Firm Awards

    For the strategic heavy lifting, executives are reaching out to a very wide range of advisors. Gartner heads up the list when we look at the Analyst Value Survey data to find the analyst firms most valued by people who work on strategy. It creates almost 19% of all the value being produced by analyst services around strategy (If CEB, […]

    Save the date for our Analyst Firm Awards

    Save the date for our Analyst Firm Awards

    This year we’re publishing our analyst firm awards more or less monthly. Please put the dates in your diary. If you’re a subscriber to the Analyst Firm Awards, you can also access a webinar for each of these events, held on the final Thursday or each month. January – Global January 18 – Outstanding reports February 17 – Strategy March 15 – Internet […]

    IDC could flourish after IDG’s sale to Chinese consortium

    IDC could flourish after IDG’s sale to Chinese consortium

    As we predicted in our April Fool’s Joke last year, IDC has been sold as part of a Chinese-led purchase that leaves CEO Kirk Campbell at the helm. IDG Capital will take control of the IDG Ventures; China Oceanwide will control IDG and most of IDC, and an independent trustee will take control of IDC’s High Performance Computing (HPC) practice, […]

    Kea Company acquires UK analyst relations consultancy Active Influence

    Kea Company acquires UK analyst relations consultancy Active Influence

    Merger consolidates Kea Company’s position as world’s largest analyst relations consultancy January 19, 2017. London — Kea Company, the world’s largest analyst relations consultancy, today completed its acquisition of Active Influence. Founded in 2010, Active Influence has helped many of the world’s largest technology companies to gain measurable business benefit from their relationships with analyst firms. Founder Richard East has become […]

2010 planning tips – assessments

Analyst Relations PlanningAs we get closer to 2010 more analyst relations (AR) teams are engaging in the annual planning exercise. One of the ways to enhance the power of planning is to systematically and honestly assess the program and its accomplishments. 

Below is a quick check list of assessment techniques. You can listen to a discussion of some of these techniques on the November 3rd SageCircle AR Community podcast which you can listen to by clicking here.

SageCircle Technique:

  • Conduct an audit of how AR has performed in the last year
  • Conduct an audit of what AR has accomplished in the last year
  • Ruthlessly evaluate how AR is allocating its time
  • Do a zero-based rethink of all spending, especially Forrester and Gartner expenditures
  • Poll AR’s internal stakeholders on perceptions about AR’s role and business value
  • Survey analysts on AR’s effectiveness
  • Leverage SageCircle’s Analyst Relations Diagnostic™ service (free for non-clients)

SageCircle Advisory clients are encouraged to schedule a phone-based inquiry to review information from assessments, brainstorm priorities for next year, critique draft AR plans and any other planning needs.

Bottom Line: Planning starts with an honest assessment. AR teams need to check their past year performance, allocation of resources, and internal and external stakeholder perceptions to make AR planning an effective tool. 

Question: AR – What other types of assessment tools do you use?

Join us for the December AR Coffee Talk on “End of Year Check List”

December brings the holidays, but also tasks that should be completed before 2010.  This AR Coffee Talk will review those planning activities that can make the start of the New Year smooth and productive.  We will provide checklists, but bring your ideas to share. There are three sessions to make it easy to schedule:

  1. December 2 at 10 AM Pacific  Free – Click here to register
  2. December 8 at  9  AM Pacific  Free – Click here to register
  3. December 14 at 8 AM Pacific  Free – Click here to register
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