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