Advisory Day Checklist For AR Teams

March 21st, 2023

With contributors:

Laura Koetzle , Merve Kandemir , Andrew Pelletier , Ellen Lind

Summary

Advisory days are relatively big and complex projects for analyst relations (AR) teams, which too often fail to complete tasks crucial to advisory day success. A checklist can help AR teams document the key steps in planning and running a vendor advisory day with an analyst firm. This checklist provides AR teams with standard steps to follow, including details within each one, and can be modified to suit an AR team’s circumstances.

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