How to Plan an Investor Day with Maximum Impact

Planning an Investor Day? Have you considered the virtual component of your event strategy?

Shareholders and analysts expect to be able to engage in an event in the way that is most convenient for them. Adding a virtual option removes all barriers to a fully maximized experience. Virtual events support:

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Here’s 10 items to guide you through the planning of the virtual aspects of your Investor Day.

1. Consider the experience of all your stakeholders: presenters, investors, analysts, and event managers. Your virtual event partner should have no problem demonstrating and explaining HOW each of the audiences should and will experience your event.
2. Clarify the vision, goal, and tone desired. This is key for consistency and aligning with objectives.
3. Who is on the event team and what’s their role? When working with multiple consultants or vendors, make sure there is alignment on roles and responsibilities of all.
4. How will virtual attendees access the event? Ease of joining with the appropriate level of controlled access is paramount.
5. What story are you trying to tell? Align the entire event’s look and feel to the messages that will be presented.
6. Timing is everything. Consider scheduling for international time zones.
7. Take Note…consider transcription and summarization capabilities. Will your presentations include industry jargon or technical terminology that would benefit from human-assisted editing?
8. Any questions? How will you manage Q&A? Will questions of virtual participants be asked live over video or audio, or submitted in writing?
9. Multi-lingual audience? Do you need translation or closed captioning for broader access?
10. Make a lasting impression. Consider the use of polls, chat box and a portal to access all recorded events. An online destination is a great way to ensure your narrative is available for review after the event.

In addition to thinking through the presentation and the Q&A, choosing the right partner is essential to executing a successful Investor Day. Considering both the platform that’s used and the production partner who will be at your side is vital.

To learn more about the planning process ahead of your Investor Day, contact OpenExchange.