Fortune 500 Company Prepares For Analyst Day

Case Study: Analyst day preparation for an industrial company

Situation
A Fortune 500 firm was preparing for an analyst day. Management sought assistance because they realized that the content of their presentation was convoluted, overly detailed and lacked a cohesive story. They also sought to elevate the senior management’s delivery.

Solutions

  • Multi-day on-site strategy and rehearsals with a senior Franchetti trainer who met with each member of the senior leadership team to distill their content and elevate delivery skills

  • The Franchetti trainer identified the story for each executive’s division and tied the division’s story to the larger company story

  • Each presenter was individually coached to increase their comfort and to allow their personality and unique style to emerge

  • On-camera rehearsals helped each presenter move freely on stage and be less tied to notes and PowerPoint slides

  • Arrived on-site early on event day to correct any unexpected issues with the room and equipment

Results

  • Management received rave reviews from the Street; analysts noted and commented on the marked improvement in the quality of the content compared to previous company meetings

  • The internal IR/PR team was freed up to focus on other issues, which leveraged their time efficiently

  • Analyst reports following the meeting reiterated the key themes the company hoped to emphasize