Welcome to Kea Company, a premier Analyst Relations consultancy boasting over 75 years of collective industry experience. Our Analyst Relations Workshops are meticulously crafted to elevate your Analyst Relations endeavours. Our training programme delves into key Analyst Relations areas, discerning successes and potential pitfalls. Additionally, we present a distinctive professional development initiative tailored for Analyst Relations managers and spokespersons.
Analyst Relations Discovery Workshop
An Analyst Relations Discovery Workshop is typically a collaborative session involving key stakeholders from both the company and the Kea team. The workshop aims to gather insights, define goals, and develop strategies for engaging with industry analysts effectively. Here’s how the workshop is structured:
Pre-Workshop Preparation:
- Stakeholder Identification: Identify internal stakeholders who should participate in the workshop, including representatives from product management, marketing, communications, sales, and executive leadership.
- Objectives Setting: Clarify the workshop’s objectives, such as understanding the current state of analyst relations, defining target analyst firms, setting goals for analyst engagement, and aligning Analyst Relations activities with business objectives.
- Research: Conduct preliminary research to gather information about relevant analyst firms, their coverage areas, key analysts, and recent reports or publications.
Workshop Agenda:
Introduction and Context Setting:
- Welcome and introductions.
- Overview of the purpose and goals of the workshop.
- Review of the agenda and expected outcomes.
Current State Assessment:
- Review the company’s current analyst relations efforts, including past engagements, successes, and challenges.
- SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) of current Analyst Relations practices.
- Identification of key performance indicators (KPIs) for measuring the success of Analyst Relations activities.
Analyst Landscape Analysis:
- Presentation on the landscape of analyst firms covering the company’s industry or market segment.
- Discussion on the criteria for selecting target analyst firms and prioritising analyst relationships.
- Identify key analysts relevant to the company’s products, services, and market positioning.
Goal Setting and Strategy Development:
- Brainstorming session to define clear and measurable goals for analyst relations.
- Development of strategies and tactics for engaging with analysts to achieve the defined goals.
- Align Analyst Relations strategies with broader marketing, sales, and product strategies.
Message Development and Positioning:
- Crafting key messages and narratives to communicate the company’s value proposition and differentiation to analysts.
- Refining messaging to address key analyst concerns, market trends, and competitive positioning.
Engagement Planning:
- Planning and prioritising specific Analyst Relations activities and initiatives, such as analyst briefings, inquiries, events, and reports.
- Assignment of responsibilities and timelines for executing Analyst Relations plans.
- Development of a calendar for ongoing analyst engagement activities.
Measurement and Evaluation:
- Discuss measuring Analyst Relations activities’ effectiveness and tracking progress towards defined goals.
- Agreement on regular reporting and review mechanisms to assess the impact of analyst relations efforts.
Wrap-Up and Next Steps:
- Summary of key insights, decisions, and action items from the workshop.
- Confirmation of next steps, including follow-up actions, assignments, and timelines.
- Closing remarks and thank you to participants.
Post-Workshop Follow-Up:
- Documentation: Compile workshop notes, action items, and decisions into a formal report or document for distribution to participants.
- Execution: Implement the Analyst Relations strategies and initiatives developed during the workshop, monitoring progress and adjusting as needed.
- Review: Conduct periodic reviews to assess the effectiveness of Analyst Relations activities, refine strategies based on feedback and results, and ensure ongoing alignment with business objectives.
Following a structured workshop format like this, Kea can gain valuable insights, align internal stakeholders, and develop effective strategies for engaging with industry analysts to enhance their market positioning and visibility.