SlideShare a Scribd company logo
1 of 8
Download to read offline
Analyst Relations and Industry Analysts The 7+7+7 Golden Rules of Engagement 
An IIAR Webinar based on an IIAR Best Practice Paper 
11 September 2014 
Caroline Dennington @CDennington 
Ludovic Leforestier @lludovic
Rules? 
•Who makes them? 
•The balance of power 
•Reputation 
•Information asymmetry 
•We present those rules as normative
Two way rules 
4. Preferential treatment 
5. Timeliness 
6. Effort 
7. Realism 
1. Confidentiality 
2. Transparency 
3. Integrity
What does AR expect of Analysts? 
5. Give vendors the right to participate 
6. Create insightful content 
7. Always allow a vendor draft review 
1. NDA means NDA 
2. Earn it, don’t be a diva 
3. Do your homework before briefings and publishing 
4. Publicise your editorial calendar
What do Analysts expect of AR? 
5. Respond in a timely manner 
6. Respect independence in writing 
7. Be diligent during, and post publication 
1. Don’t waste analyst time 
2. Enable relationships, not gate-keep them 
3. Recognise different analysts play different roles 
4. Enable analysts to meet their research objectives
For more information… 
•Read the full Rules of Engagement IIAR Best Practice Paper on Huddle: 
•http://my.hdle.it/34936455 (IIAR membership required) 
•http://bit.ly/1xKUvbO (Public link)
Thank you 
Upcoming events 
IIAR Germany 2nd Stammtisch event – 7/10/14 - Munich 
IIAR Webinar: German analyst landscape – November 2014 
The IIAR Christmas Party – 9/12/14 – London 
http://analystrelations.org/iiar-calendar-upcoming-events/

More Related Content

Viewers also liked

Viewers also liked (12)

Prayer
PrayerPrayer
Prayer
 
CSS Architecture
CSS ArchitectureCSS Architecture
CSS Architecture
 
Mr. Herget
Mr. Herget Mr. Herget
Mr. Herget
 
Monitor LED AOC - e2261Fwh (2)
Monitor LED AOC - e2261Fwh (2)Monitor LED AOC - e2261Fwh (2)
Monitor LED AOC - e2261Fwh (2)
 
Literate environment analysis ppt
Literate environment analysis pptLiterate environment analysis ppt
Literate environment analysis ppt
 
В.А. Шелякин
В.А. ШелякинВ.А. Шелякин
В.А. Шелякин
 
Car wash Internal Control
Car wash Internal ControlCar wash Internal Control
Car wash Internal Control
 
Kelly ruggles
Kelly rugglesKelly ruggles
Kelly ruggles
 
Exame de fisica de 2005
Exame de fisica de 2005Exame de fisica de 2005
Exame de fisica de 2005
 
Cognitive learning theory
Cognitive learning theoryCognitive learning theory
Cognitive learning theory
 
Types of plans
Types of plansTypes of plans
Types of plans
 
Desiccant dehumidification system by destech.eu
Desiccant dehumidification system by destech.euDesiccant dehumidification system by destech.eu
Desiccant dehumidification system by destech.eu
 

Similar to The IIAR 7+7+7 Rules of Engagement

Professional and Social Responsibility
Professional and Social ResponsibilityProfessional and Social Responsibility
Professional and Social ResponsibilityStephen Penn
 
What does Editor hope to see in a submitted manuscript
What does Editor hope to see in a submitted manuscriptWhat does Editor hope to see in a submitted manuscript
What does Editor hope to see in a submitted manuscriptAlexander Vilgelm
 
Publishing in Biomedical Data Science
Publishing in Biomedical Data SciencePublishing in Biomedical Data Science
Publishing in Biomedical Data ScienceTyrone Grandison
 
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring Vendors
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring VendorsSiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring Vendors
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring VendorsInfer
 
Pitch Like a Boss
Pitch Like a BossPitch Like a Boss
Pitch Like a BossInês Silva
 
Project iii. interactive_activity
Project iii. interactive_activityProject iii. interactive_activity
Project iii. interactive_activitySandra Pico G.
 
Project iii. interactive_activity
Project iii. interactive_activityProject iii. interactive_activity
Project iii. interactive_activitySandra Pico G.
 
30-investing-1-principles.ppt
30-investing-1-principles.ppt30-investing-1-principles.ppt
30-investing-1-principles.pptVinaySharma894248
 
Ieee code of ethics
Ieee code of ethicsIeee code of ethics
Ieee code of ethicsWaqar Ahmad
 
Strategies for Taking Charge of Your Life and Law Practice
Strategies for Taking Charge of Your Life and Law PracticeStrategies for Taking Charge of Your Life and Law Practice
Strategies for Taking Charge of Your Life and Law PracticeCynthia Sharp
 
Top 3 Tips for Fundraising and Delivering Projects
Top 3 Tips for Fundraising and Delivering ProjectsTop 3 Tips for Fundraising and Delivering Projects
Top 3 Tips for Fundraising and Delivering ProjectsScott Sullivan MRTPI
 
Product Conference
Product ConferenceProduct Conference
Product ConferenceShijo Thomas
 
Best Practices for the Selection and Monitoring of Investment Service Providers
Best Practices for the Selection and Monitoring of Investment Service ProvidersBest Practices for the Selection and Monitoring of Investment Service Providers
Best Practices for the Selection and Monitoring of Investment Service ProvidersBallstate1
 
Building Extraordinary Trust Into Your Everyday Life
Building Extraordinary Trust Into Your Everyday LifeBuilding Extraordinary Trust Into Your Everyday Life
Building Extraordinary Trust Into Your Everyday Lifejtperez1973
 
Babok webinar underlying competencies 20210727
Babok webinar underlying competencies 20210727 Babok webinar underlying competencies 20210727
Babok webinar underlying competencies 20210727 IIBA UK Chapter
 
software-engineering-code-of-ethics-and-professional-practice_compress.pdf
software-engineering-code-of-ethics-and-professional-practice_compress.pdfsoftware-engineering-code-of-ethics-and-professional-practice_compress.pdf
software-engineering-code-of-ethics-and-professional-practice_compress.pdfJenniferPido
 

Similar to The IIAR 7+7+7 Rules of Engagement (20)

IEEE Code Of Conduct/Ethics
IEEE Code Of Conduct/EthicsIEEE Code Of Conduct/Ethics
IEEE Code Of Conduct/Ethics
 
5 steps to select the right partner
5 steps to select the right partner5 steps to select the right partner
5 steps to select the right partner
 
Professional and Social Responsibility
Professional and Social ResponsibilityProfessional and Social Responsibility
Professional and Social Responsibility
 
PPIT Lecture 2
PPIT Lecture 2PPIT Lecture 2
PPIT Lecture 2
 
What does Editor hope to see in a submitted manuscript
What does Editor hope to see in a submitted manuscriptWhat does Editor hope to see in a submitted manuscript
What does Editor hope to see in a submitted manuscript
 
Publishing in Biomedical Data Science
Publishing in Biomedical Data SciencePublishing in Biomedical Data Science
Publishing in Biomedical Data Science
 
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring Vendors
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring VendorsSiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring Vendors
SiriusDecisions Webinar: How to Evaluate Predictive Lead Scoring Vendors
 
Pitch Like a Boss
Pitch Like a BossPitch Like a Boss
Pitch Like a Boss
 
Project iii. interactive_activity
Project iii. interactive_activityProject iii. interactive_activity
Project iii. interactive_activity
 
Project iii. interactive_activity
Project iii. interactive_activityProject iii. interactive_activity
Project iii. interactive_activity
 
Training for good governance - Officers of Civil Service Department. 16/12/20...
Training for good governance - Officers of Civil Service Department. 16/12/20...Training for good governance - Officers of Civil Service Department. 16/12/20...
Training for good governance - Officers of Civil Service Department. 16/12/20...
 
30-investing-1-principles.ppt
30-investing-1-principles.ppt30-investing-1-principles.ppt
30-investing-1-principles.ppt
 
Ieee code of ethics
Ieee code of ethicsIeee code of ethics
Ieee code of ethics
 
Strategies for Taking Charge of Your Life and Law Practice
Strategies for Taking Charge of Your Life and Law PracticeStrategies for Taking Charge of Your Life and Law Practice
Strategies for Taking Charge of Your Life and Law Practice
 
Top 3 Tips for Fundraising and Delivering Projects
Top 3 Tips for Fundraising and Delivering ProjectsTop 3 Tips for Fundraising and Delivering Projects
Top 3 Tips for Fundraising and Delivering Projects
 
Product Conference
Product ConferenceProduct Conference
Product Conference
 
Best Practices for the Selection and Monitoring of Investment Service Providers
Best Practices for the Selection and Monitoring of Investment Service ProvidersBest Practices for the Selection and Monitoring of Investment Service Providers
Best Practices for the Selection and Monitoring of Investment Service Providers
 
Building Extraordinary Trust Into Your Everyday Life
Building Extraordinary Trust Into Your Everyday LifeBuilding Extraordinary Trust Into Your Everyday Life
Building Extraordinary Trust Into Your Everyday Life
 
Babok webinar underlying competencies 20210727
Babok webinar underlying competencies 20210727 Babok webinar underlying competencies 20210727
Babok webinar underlying competencies 20210727
 
software-engineering-code-of-ethics-and-professional-practice_compress.pdf
software-engineering-code-of-ethics-and-professional-practice_compress.pdfsoftware-engineering-code-of-ethics-and-professional-practice_compress.pdf
software-engineering-code-of-ethics-and-professional-practice_compress.pdf
 

Recently uploaded

Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Roland Driesen
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...lizamodels9
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRavindra Nath Shukla
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesDipal Arora
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Roland Driesen
 
HONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsHONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsMichael W. Hawkins
 
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLSeo
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 DelhiCall Girls in Delhi
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageMatteo Carbone
 
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service AvailableCall Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service AvailableDipal Arora
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfOnline Income Engine
 
M.C Lodges -- Guest House in Jhang.
M.C Lodges --  Guest House in Jhang.M.C Lodges --  Guest House in Jhang.
M.C Lodges -- Guest House in Jhang.Aaiza Hassan
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876dlhescort
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMANIlamathiKannappan
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Neil Kimberley
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfPaul Menig
 
Event mailer assignment progress report .pdf
Event mailer assignment progress report .pdfEvent mailer assignment progress report .pdf
Event mailer assignment progress report .pdftbatkhuu1
 
Monte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSMMonte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSMRavindra Nath Shukla
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Centuryrwgiffor
 

Recently uploaded (20)

Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis:  Simple Linear Regression Multiple Linear RegressionRegression analysis:  Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear Regression
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
 
Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...Ensure the security of your HCL environment by applying the Zero Trust princi...
Ensure the security of your HCL environment by applying the Zero Trust princi...
 
HONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael HawkinsHONOR Veterans Event Keynote by Michael Hawkins
HONOR Veterans Event Keynote by Michael Hawkins
 
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRLMONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
MONA 98765-12871 CALL GIRLS IN LUDHIANA LUDHIANA CALL GIRL
 
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
9599632723 Top Call Girls in Delhi at your Door Step Available 24x7 Delhi
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usage
 
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service AvailableCall Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
Call Girls Pune Just Call 9907093804 Top Class Call Girl Service Available
 
Unlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdfUnlocking the Secrets of Affiliate Marketing.pdf
Unlocking the Secrets of Affiliate Marketing.pdf
 
M.C Lodges -- Guest House in Jhang.
M.C Lodges --  Guest House in Jhang.M.C Lodges --  Guest House in Jhang.
M.C Lodges -- Guest House in Jhang.
 
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
Call Girls in Delhi, Escort Service Available 24x7 in Delhi 959961-/-3876
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
Grateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdfGrateful 7 speech thanking everyone that has helped.pdf
Grateful 7 speech thanking everyone that has helped.pdf
 
Event mailer assignment progress report .pdf
Event mailer assignment progress report .pdfEvent mailer assignment progress report .pdf
Event mailer assignment progress report .pdf
 
Monte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSMMonte Carlo simulation : Simulation using MCSM
Monte Carlo simulation : Simulation using MCSM
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 

The IIAR 7+7+7 Rules of Engagement

  • 1. Analyst Relations and Industry Analysts The 7+7+7 Golden Rules of Engagement An IIAR Webinar based on an IIAR Best Practice Paper 11 September 2014 Caroline Dennington @CDennington Ludovic Leforestier @lludovic
  • 2.
  • 3. Rules? •Who makes them? •The balance of power •Reputation •Information asymmetry •We present those rules as normative
  • 4. Two way rules 4. Preferential treatment 5. Timeliness 6. Effort 7. Realism 1. Confidentiality 2. Transparency 3. Integrity
  • 5. What does AR expect of Analysts? 5. Give vendors the right to participate 6. Create insightful content 7. Always allow a vendor draft review 1. NDA means NDA 2. Earn it, don’t be a diva 3. Do your homework before briefings and publishing 4. Publicise your editorial calendar
  • 6. What do Analysts expect of AR? 5. Respond in a timely manner 6. Respect independence in writing 7. Be diligent during, and post publication 1. Don’t waste analyst time 2. Enable relationships, not gate-keep them 3. Recognise different analysts play different roles 4. Enable analysts to meet their research objectives
  • 7. For more information… •Read the full Rules of Engagement IIAR Best Practice Paper on Huddle: •http://my.hdle.it/34936455 (IIAR membership required) •http://bit.ly/1xKUvbO (Public link)
  • 8. Thank you Upcoming events IIAR Germany 2nd Stammtisch event – 7/10/14 - Munich IIAR Webinar: German analyst landscape – November 2014 The IIAR Christmas Party – 9/12/14 – London http://analystrelations.org/iiar-calendar-upcoming-events/