The scoreboard, honestly: the hard targets, how often each one is actually looked at,
and the quiet human signals that never make it onto a dashboard.
Analyst Coverage & Quality
How many sell-side analysts cover us, and how good is their research?
Target · Maintain or increase analyst coverage by 1-2 new firms annually; achieve 75%+ 'Buy' ratings; reduce variance in analyst models to ±10% of our internal forecasts.If we started the year with 10 analysts, we'd aim for 11 or 12 by year-end. If analyst models are consistently off by more than 15% on our revenue, that tells us our messaging isn't clear enough.
Investor Engagement & Targeting Effectiveness
How often are we meeting with the right investors, and are those meetings leading to desired outcomes?
Target · Complete 4-6 non-deal roadshows (NDRs) or investor conferences per year; increase ownership by targeted long-term investors by 5-10% annually; achieve 80%+ positive feedback from investors on meeting quality.We track how many new institutional investors buy our stock after an NDR. If we meet with 50 targeted funds and 5 of them initiate a position, that's a good sign. We also ask for feedback on meeting content and management's clarity.
Consensus Accuracy & Guidance Alignment
How close are 'the Street's' earnings estimates to our actual results, and how well do they understand our guidance?
Target · Achieve Street consensus within ±3% of actual reported EPS and Revenue for 3 out of 4 quarters; 90%+ of analysts correctly reflect our guidance in their models post-earnings.If our reported EPS is £0.52 and the Street consensus was £0.50, that's a 4% beat, which is good. If analysts consistently miss our revenue guidance, it suggests we need to refine our forward-looking statements.
IR Website Traffic & Content Engagement
How many people are visiting our investor relations website, and are they finding the content useful?
Target · Increase unique visitors to the IR section by 15% year-on-year; achieve an average time on page of 2+ minutes for key documents (earnings releases, investor presentations).We'll look at Google Analytics. If a new investor presentation drops and the average time spent viewing it is only 30 seconds, we'll know we need to make it more engaging or easier to digest.
Stakeholder Trust & Responsiveness
Are internal and external stakeholders (analysts, investors, executives) trusting you as a reliable source of information and advice?
- You're proactively consulted by the CFO on messaging points. Analysts regularly call you for clarification, not just data. You get positive, unsolicited feedback from investors about your helpfulness and quick responses. You're seen as the go-to person for 'what the Street thinks'.
Messaging Clarity & Consistency
Is our company's investment thesis clear, consistent, and understood across all communications?
- Sell-side research reports consistently reflect our key strategic priorities and financial narrative. Investor questions during calls are focused on deeper insights, not basic understanding. Executives feel well-prepared for investor interactions because the messaging is clear and consistent.
Proactive Issue Management
Are you anticipating potential investor concerns and preparing management to address them before they become a problem?
- You're regularly bringing potential 'hot topics' or tricky questions to the Director of IR and CFO before earnings calls. You've prepared robust Q&A documents that cover unexpected scenarios. Negative market reactions are mitigated because we've already addressed the underlying concerns.
Team Development & Mentorship
Are you effectively guiding and developing your direct reports, helping them grow their skills and confidence?
- Your direct reports are taking on more complex tasks and showing increased autonomy. They're asking fewer basic questions and more strategic ones. You're conducting regular, constructive 1-on-1s and providing clear pathways for their development. They're actually enjoying their work and feeling supported.