About Forrester

Forrester (Nasdaq: FORR) is one of the most influential research and advisory firms in the world. We work with business and technology leaders to develop customer-obsessed strategies that drive growth. Forrester’s unique insights are grounded in annual surveys of more than 500,000 consumers and business leaders worldwide, rigorous and objective methodologies, and the shared wisdom of our most innovative clients. Through proprietary research, data, custom consulting, exclusive executive peer groups, and events, the Forrester experience is about a singular and powerful purpose: to challenge the thinking of our clients to help them lead change in their organizations.

ANALYST BRIEFINGS

Forrester encourages technology vendors and agencies to brief our analysts when introducing a new product, changing a business model, or forming a partnership, merger, or acquisition. To extract the most value from your experience, please carefully review the following information.

Why you should brief Forrester

Briefings are a unique opportunity to share business updates that are relevant to analysts' coverage areas and provide input for their research into changing markets. This research is vital to our global clients in marketing and technology management who evaluate, purchase, and use new products and services. For example, our rigorous Forrester Wave™ methodology enables buyers to make informed decisions about vendors in a software, device, hardware, or services market — without the effort of conducting their own research.

How to propose an analyst briefing

To submit a briefing, please complete the form, so that we can direct your request to the appropriate analyst(s).

What to expect after submitting the briefing form

Your completed form will be routed to the appropriate analyst(s) within one business day. Within five business days, we'll let you know if your proposal has been accepted.

How many analysts will attend?

Typically, the Forrester analyst who is most relevant to your coverage area will attend the briefing. If your announcement is relevant to multiple analysts, we will also route your proposal to them. But only the lead analyst is guaranteed to attend.

How long are analyst briefings?

Based on the lead analyst's availability and current research focus, analyst briefings are allotted either 30 or 60 minutes.

Forrester briefings are conducted in two ways:

  • Conference call. Due to busy schedules and varying time zones, many vendors find that conference calls are the best way to brief a Forrester analyst. To ensure that your experience is optimal, please share your presentation with the analyst at least 48 hours prior to the call. You’re welcome to conduct a web conference, as well.
  • In-person meeting at a Forrester office. In-person briefings are available if: 1) the analyst is located at that office and agrees to an in-person briefing; and 2) you are local to the Forrester office where the analyst is based. We do not recommend traveling for the sole purpose of a briefing, as our analysts' schedules change frequently.

When to provide the dial-in number

During scheduling, please provide a toll-free dial-in number appropriate for the analyst's geographic location. If you cannot provide one during initial scheduling, we ask you to provide the number at least 48 hours prior to the briefing, to maintain your place on the analyst's schedule.

The analyst's role during a briefing

Forrester analysts use briefings to learn about changes in markets, providers, and services. To increase their understanding of your business, the analyst will ask you clarifying questions. These questions can range from specifics about customer drivers and product features or functionality, to how the change reflects your company strategy and competitive positioning.

Questions and feedback

Throughout the briefing, the analyst will ask clarifying questions based on what they know about your market, your customers, and your objectives.

Forrester clients have many additional opportunities to engage with our experts to receive feedback, including:

Briefing FAQs

How long is the scheduling process?
Single analyst briefings generally take place within one month of approval. Submit your proposal as early as possible, particularly if you are trying to present to more than one analyst.

What if I have multiple topics?
Please submit a separate online Briefing Form for each topic.

How does Forrester determine which briefings to accept and decline?
Forrester analysts accept briefings that are relevant to their research agenda and based on their calendar availability. Generally, your announcement must align to the analyst's coverage area and their work-in-progress, which you can preview on our Planned Research page. Analysts may choose to defer until a date that more closely aligns to their agenda.

What if my proposal is declined?
It's important that you understand why your briefing was declined and learn about your options:
  • Analyst calendar availability. If your request was declined for this reason, we encourage you to resubmit your request in three to six months.
  • Analyst timing. Sometimes the analyst is interested in your area but not currently researching it. You're encouraged to propose a briefing again, when the timing better aligns to the analyst's agenda. Visit our Planned Research page for updated information.
  • Lack of coverage. In the unlikely event that our analysts don't cover your area, contact your Forrester account manager to discuss alternative ways that we can support your business. Not a client? Learn more about the benefits of partnering with Forrester.

What materials should I prepare?
If your proposal is accepted, we advise you to share your presentation or detailed agenda as soon as possible. Please send your materials to us at least 48 hours prior to the scheduled briefing.

Can I use a web conference?
You're welcome to use a web conference, but be sure to share your presentation in advance, in case of connectivity issues. Please provide materials at least 48 hours ahead of the scheduled date.

Are analyst briefings confidential?
Briefings are an opportunity for vendors to inform our analysts about trends in the marketplace and specific offerings. Most information gleaned in briefings is not specifically incorporated into Forrester's research. However, if your presentation includes information that you do not want referenced in an analyst's work, you are responsible for communicating this to the analyst prior to the briefing.

In general, Forrester does not sign nondisclosure agreements (NDAs). When your briefing involves disclosing proprietary information and an analyst is interested in attending, we may sign an NDA, provided our legal department has reviewed it prior to the presentation. Keep in mind that we deal with each briefing on an individual basis; the NDA should be short in duration and limited to the briefing only. If your proposal is accepted, you can start the legal review process by sending your NDA to a briefing specialist in Microsoft Word format.

Can I schedule a briefing during Forrester or industry conferences?
We don't encourage you to request a briefing during Forrester or industry-sponsored events. Logistics make it difficult to ensure the value of your experience, as analysts are busy providing and attending presentations.

What are analyst days and community briefings?
Analyst community briefings, or analyst days, are when vendors offer multiple analysts or firms the opportunity to attend a presentation that the vendor has already scheduled. We send these invitations to Forrester analysts in relevant coverage areas. Analysts will respond directly if they are available and interested in attending.

What's the difference between Analyst Inquiry and a briefing?
Briefings are an opportunity for your company to update Forrester about strategic developments such as new product releases or acquisitions. Analyst participation is based on their interest and availability. There is no fee for this service.

Analyst Inquiry is driven by a client's question about our published research and can be delivered as a 30-minute call or email response. The analyst whose coverage best aligns to your question will help you put our research into practice and take the next step. This paid service is available only to Forrester clients with Analyst Inquiry access.