Investment decisions are as much about perceived future prospects as they are about current results. We understand this and so do the clients we works with. Our approach is storytelling that engage investors and other stakeholders with your vision for the business and your long-term strategy for getting there. A clearly communicated long-term investor brand helps you attract, grow and retain investors and capital, even in a period of underperformance.
1. Discovery
Every job starts by understanding your business and communication challenges and your various stakeholder groups. We build this understanding through discussions with you, and undertaking research on how you are perceived by the analyst community.
Deliverables may include:
- Insights discovery workshops
- Stakeholder group research
- Perception and reputation research
- Analyst research summaries
2. Strategy
Our thinking is always driven by audience insights. Understanding the fundamental needs that drive your various audiences groups, the positioning that will change their perceptions and behaviours; and the right messages, channels and mediums to reach them.
Deliverables may include:
- IR Landscape multi-channel communication plan
- Investor Branding strategy
- Positioning advice
- Messaging hierarchy and storytelling strategy
- Value Creation Model advice
- Integrated Reporting consultancy
- Stakeholder engagement consultancy
- Materiality assessment consultancy
- Document structure recommendation
- Online/offline integration recommendation
3. Expression
Taking the strategic insights, we design the visual elements to express your positioning, creating the tone and mood needed to engage audiences, deliver cut-through and drive understanding. Our expression work is always driven by a single-minded idea, reinforced in multiple ways.
Deliverables may include:
- Design concepts
- Storytelling territories
- Primary and secondary story threads
- Structure/page plan
- Photography/imagery styles
- Tone of voice
4. Execution
Applying the thinking and design idea allows us to design each section of the report and any online iteration of it to maximise cohesion and effectiveness. Careful design crafting takes a good idea and makes it great, giving it impact, delivering desired messages and guiding readers to the sections they’re most interested in.
Deliverables may include:
- Annual Report
- Integrated Report
- Shareholder Review
- CSR/ESG Report
- Shareholder Mailing documents
- ASM Materials: presentations, signage, speechwriting, videos
- Online annual report microsite
- Investor Relations website
5. Post-live
Our work doesn’t end when an annual report or ASM goes live. At the post-live stage, the focus is on monitoring performance, continual improvement and learning. This allows the results to be maximised and a head start for the next project to be achieved.
Deliverables may include:
- Results review
- Process review – both client and Insight
- Noting learning for continuous improvement
- Microsite effectiveness, using analytics and event tracking, SEO reporting, and ongoing site improvement
Integrated Reporting Insights - How important is hard data?
This video in our series on integrated reporting takes a look at the roles of qualitative vs quantitative information. We often come across clients who know they need to embrace Integrated Reporting but feel...
Integrated Reporting Insights - the Value Creation Model
In this, the first of our video series on aspects of integrated reporting, we take an in-depth look at the Value Creation model. Value Creation (or depletion, as the case may be) is probably the most fundamental core...
Integrated Reporting: Connectivity of Information
It’s one of the core principles of an Integrated Report (<IR>). But many clients seem to think it’s one of the hardest. We’ll get to that in a minute – but spoiler alert: it isn’t really. First,...
Integrated Reporting Insights - How important is hard data?
This video in our series on integrated reporting takes a look at the roles of qualitative vs quantitative information. We often come across clients who know they need to embrace Integrated Reporting but feel...
Integrated Reporting Insights - the Value Creation Model
In this, the first of our video series on aspects of integrated reporting, we take an in-depth look at the Value Creation model. Value Creation (or depletion, as the case may be) is probably the most fundamental core...
Integrated Reporting: Connectivity of Information
It’s one of the core principles of an Integrated Report (<IR>). But many clients seem to think it’s one of the hardest. We’ll get to that in a minute – but spoiler alert: it isn’t really. First,...
