How you can conduct your own IR perception study

Transcription

1 5 Questions for an IR Perception Audit How you can conduct your own IR perception study SOS Communications LLC Investor Relations and PR Planning for business owners, managers and communications professionals Copyright All Rights Reserved SOS Communications LLC 1

2 Preface Y ou can conduct an investor relations perception audit with the questions in this e-booklet. By reaching out directly, you ll create stronger relationships. And, you ll hear feedback without a 3 rd party s interpretation; for instance, you ll hear the tone behind the words. With this information, you ll be able to determine what next steps are needed to improve your company's communication with shareholders and your overall investor relations program. Use the following 5 questions to conduct an IR perception audit with your top 5 or 10 shareholders*. I recommend that a senior Investor Relations officer or manager call your top shareholders; this is not a task for someone new to the team or a junior person. I hope this is helpful! Best regards, Susan *You can also conduct a perception audit with sell-side analysts who cover your company by asking these 5 questions SOS Communications LLC 2

3 Questions for an IR Perception Audit Use this brief survey to elicit feedback and adjust your path 5 Questions for an Investor Relations Perception Audit Conduct your own IR perception study to solicit direct feedback and build stronger relationships 2016 SOS Communications LLC 3

4 1 We re conducting a perception audit with our top shareholders. Would you be willing to offer feedback? Thanks! This will just take a few minutes. If needed, add: We re doing this on our own, instead of hiring a 3rd party, because we'd like to hear directly from you SOS Communications LLC 4

5 How 2 How would you rate senior management and how they communicate with the Street? (Excellent, very good, needs improvement, poor) 2016 SOS Communications LLC 5

6 3 How would you rate the IR team s responsiveness and knowledge? (Excellent, very good, needs improvement, poor) 2016 SOS Communications LLC 6

7 4 What can we do to improve? SOS Communications LLC 7

8 5 Is there anything else you d like to add? Thank you very much! I ll compile your comments along with those from other shareholders, and I ll review them with senior management. We appreciate your feedback. Thank you SOS Communications LLC 8

9 About the Author SUSAN SPECHT ORAM Communications Consultant Ms. Specht Oram serves as a strategic communications and investor relations consultant for SOS Communications LLC. Previously, she served as Senior Director, Investor Relations for OncoGenex, as Director, Investor Relations for Dendreon and as Senior Director, Corporate Communications for ZymoGenetics where she had full responsibility for external communications. From 1998 until 2002, she worked for Immunex in Corporate Communications, where she managed analyst and shareholder meetings and assisted in media relations and investor relations until the company was acquired by Amgen. Previously, Ms. Specht Oram owned a small business, where her pitches resulted in local media coverage. She was also a freelance writer with published articles. Prior to that, she worked for a marketing consulting firm and conducted market research for clients in banking, wood products, health care and the hospitality industry. She received a BFA with Honors from the University of Oregon and MBA from Seattle University. She lives in the Pacific Northwest near the San Juan Islands. Outside of work, her interests include boating and the stock market SOS Communications LLC 9

10 5 Questions for an IR Perception Audit How you can conduct your own IR perception study Copyright All Rights Reserved. Thank you for reading this! If you enjoyed the 5 Questions for an IR Perception Audit, please tell colleagues. You can share this free e-booklet with others. Help spread the word? Tweet: Great free e-book: 5 Questions for an IR Perception Audit SOS Communications Many thanks! LI: Great free e-book: 5 Questions for an IR Perception Audit from Susan Specht Oram, SOS Communications LLC: Many thanks! SOS Communications LLC, Specht Oram Strategic Communications Copyright All Rights Reserved SOS Communications LLC 10