Building Effective Communication Strategies with Investors and Analysts

An applied course in investor and analyst communication built around the decisions practitioners actually face.

📍 Tunis🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

Silence during a crisis involving investor and analyst communication is itself a statement. Reputation built over years is re-assessed publicly within hours when analyst communication is mishandled. Participants develop a defensible line of reasoning for the choices they make about this aspect of communications and media practice. What blocks progress on investor and analyst communication is usually unclear ownership rather than unclear intent. The programme works equally well for those formalising the wider communications and media practice agenda for the first time and those improving an existing approach. Sessions alternate between guided analysis of analyst communication and supervised application. Post-incident reviews keep identifying weaknesses in investor and analyst communication that were visible long before the incident. The course sets out a working method for analyst communication that participants can apply the week they return. Participants finish with a short, specific brief on this area of communications and media practice ready to put in front of a decision maker.

Expected Learning Outcomes

01

Assess the current state of investor and analyst communication against a structured set of criteria rather than impressions.

02

Apply a repeatable review cycle to analyst communication and act on what it produces.

03

Build relationships with media covering investor and analyst communication before you need them.

04

Protect the personal reputation of leaders associated with analyst communication.

05

Correct misinformation about investor and analyst communication without amplifying it.

06

Align communication on analyst communication with legal and regulatory constraints.

07

Distinguish the parts of investor and analyst communication that must be standardised from those that require judgement.

Who Should Attend

01

Marketing staff coordinating with communications on investor and analyst communication.

02

Community relations staff engaging stakeholders about analyst communication.

03

Public relations and communications managers responsible for investor and analyst communication.

04

Officers preparing reports on analyst communication for boards or oversight committees.

05

Digital and social media managers handling investor and analyst communication online.

06

Business partners who must understand analyst communication well enough to challenge it.

Course Modules

01

Investor and analyst communication: crisis preparation, roles and authority

2 sessions · 8 points

Session 1Apologising for investor and analyst communication credibly

  • Test the procedure for investor and analyst communication against a realistic scenario.
  • Remove steps in analyst communication that add effort without adding assurance.
  • Plan the recovery sequence after a reputational event involving investor and analyst communication.
  • Decide in advance when to correct misinformation about analyst communication and when not to.

Session 2Writing on analyst communication so a journalist can publish it

  • Build a stakeholder map for investor and analyst communication and the message each needs.
  • Name the crisis roles for analyst communication and confirm authority to speak.
  • Check communication on investor and analyst communication against legal and regulatory constraint.
  • Configure monitoring that flags coverage of analyst communication within the hour.
02

Analyst communication: measurement beyond coverage volume

2 sessions · 8 points

Session 1What has to be agreed before work on analyst communication starts

  • Identify the journalists who actually cover investor and analyst communication and what they need.
  • Record what was learned when analyst communication did not go as planned.
  • Draft the minimum viable communications plan for investor and analyst communication.
  • Record the rationale for each significant choice made about analyst communication.

Session 2Comparing analyst communication with recognised practice

  • Sequence internal notification about investor and analyst communication ahead of external release.
  • Close out actions on analyst communication rather than leaving them open indefinitely.
  • Review whether coverage of investor and analyst communication changed anything that matters.
  • Define acceptance criteria for analyst communication in advance.
03

Analyst communication: message architecture and discipline

2 sessions · 8 points

Session 1Keeping analyst communication alive after the initial push

  • Write down the assumptions underpinning the approach to investor and analyst communication.
  • Debrief after each significant episode involving analyst communication.
  • Prepare the acknowledgement for investor and analyst communication that does not evade responsibility.
  • Establish who is informed, consulted and accountable in analyst communication.

Session 2Building media relationships on investor and analyst communication before you need them

  • Agree what will be standardised in investor and analyst communication and what will not.
  • Rehearse the hostile interview on analyst communication with a real challenger.
  • Map the handovers in investor and analyst communication between functions and secure them.
  • Identify where judgement in analyst communication is legitimate and where it is not.
04

Analyst communication: internal audiences and sequencing

2 sessions · 8 points

Session 1Measuring communication on analyst communication beyond clippings

  • Check that records of investor and analyst communication answer the questions likely to be asked.
  • Draft materials on analyst communication that need no rewriting to be published.
  • Write the three key messages on investor and analyst communication and test them against hard questions.
  • Establish the boundary of analyst communication and record what sits outside it.

Session 2Coordinating analyst communication across markets and languages

  • Agree who signs off statements on investor and analyst communication outside working hours.
  • Prepare the summary of analyst communication that senior management will read.
  • Identify single points of dependency in investor and analyst communication and reduce them.
  • Define what success in communicating analyst communication looks like, numerically.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.