IR Planning, Implementation and Measurement

IR Competency Framework Domain 2

This module examines the IR professional’s responsibilities regarding IR planning, including the development of disclosure policies, a comprehensive IR program and calendar, and a targeting plan, as well as the planning and execution of investor meetings and events. It explores the IR professional’s role in the planning and preparation for IR reporting, including coordinating the development of content with management and other internal stakeholders and managing all administrative logistics. It also examines the IR role in the development of crisis communication plans and protocols. It reviews the IR professional’s responsibilities associated with measuring the effectiveness of the IR program, including the use of perception studies and review of analyst reports.

Learning Objectives:

• Describe key responsibilities in IR planning and policy formulation
• Explain how IR professionals facilitate effective earnings calls
• Explain how IR professionals use key metrics to measure past performance and improve future performance
• Explain how IR professionals follow established guiding principles as they use communication tools to plan for and to address crises
• Explain how IR professionals assimilate and integrate information available from third-party providers

This module is part of the IR Competency Suite™. IRC credential holders can claim 1 professional development unit (PDU) for completion of each module.