• Recent Posts: Influencer Relations

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    Gartner and Forrester’s leadership is no surprise, but this year IDC has won back third place in our annual Analyst Firm Awards, pushing HfS Research into a still-impressive fourth place. PAC and Ovum have also risen substantially this year, rounding out the top six. In last year’s awards, we saw that firms that could create business leads for their clients […]

    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

    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 […]

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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