What are the steps to creating an investor relations plan?

1 Define your goals

The first step is to define your goals for your investor relations plan. What are you trying to achieve with your communication and reporting? For example, you might want to increase your investor base, improve your valuation, raise more funds, or enhance your reputation. Your goals should be specific, measurable, achievable, relevant, and time-bound (SMART). They should also align with your overall business strategy and vision.

3 Develop your message

The third step is to develop your message for your investor relations plan. What are the key points you want to convey to your audience, and how do you want them to perceive your business? Your message should be clear, consistent, and compelling. It should highlight your competitive advantages, value proposition, and growth potential. It should also address any challenges, risks, or opportunities that affect your business. You should use storytelling techniques, such as anecdotes, examples, or testimonials, to make your message more engaging and memorable.

5 Create your calendar

The fifth step is to create your calendar for your investor relations plan. When and how often do you communicate and report to your audience, and what are the key events or milestones that you need to highlight? You should create a calendar that outlines your communication and reporting schedule, and assigns roles and responsibilities to your team. You should also plan ahead for any contingencies, such as market changes, crises, or opportunities, that might require you to adjust your calendar.

6 Evaluate and improve

The sixth and final step is to evaluate and improve your investor relations plan. How do you measure the impact of your communication and reporting on your audience, and how do you use feedback to improve your plan? You should set up a system that collects and analyzes data from your tools, such as surveys, interviews, or feedback forms. You should also solicit feedback from your audience, such as questions, comments, or suggestions. You should use this information to assess your strengths and weaknesses, and identify areas for improvement .

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?