Budgeting Season is Coming – Now’s the Time to Think About Refining Annual IR Strategy & Processes

Have you ever considered adding a new element to your IR strategy but didn’t know where to start? Have you wished you had the time to develop an investor day or site visit checklist but never had the time?

CIRI and CIRI members can help you with that!

CIRI members have always been willing to give their time and share their knowledge by speaking at our events, joining our Volunteer Advisory Network or contributing to our latest initiative: a repository of IR documents.

IROs from across Canada are contributing internal IR documents to populate this digital resource with relevant IR policies, checklists, schedules, and more. These documents will be available to all CIRI members so that they can see what other organizations are doing and perhaps introduce a new element to their own IR program.

Don’t be shy! We know you have valuable IR resources, too. Here’s a list of items we are seeking:

• Annual General Meeting Checklist/Schedule
• Annual Report Checklist/Schedule
• Board Reports
• Competitor Analysis Report
• Crisis Communications Plan/Checklists
• Disclosure Policy
• IR Annual Schedule
• IR Budgets
• IR Strategic Plan
• Investor Day Checklist/Schedule
• Marketing Schedule/Checklist
• Media Kit Content
• Media Monitoring Report
• Media Relations Strategy
• Quarterly Earnings Checklist/Schedule
• Quarterly Earnings Call Checklist/Schedule
• Share Activity Report
• Shareholder Profiles for Management
• Site Visit Checklist
• Social Media Policy
• Social Media Strategy
• Social Media Schedule/Processes

Do you have something relevant that isn’t on the list? Please send that in as well to Yvette Lokker.

Get the most out of your CIRI membership. Get involved!