Stock Positioning Checklist and Self-Evaluation
Here is our proprietary Stock Positioning Checklist and Self-Evaluation. It has 29 items to give a score of 0-5.
Here is a formal self-assessment you can do to evaluate your IR program. It uses 12 different topics in 3 categories. One way to corroborate your self-assessment is to use a third-party like a IR advisory firm to do an evaluation. Even better is if the IR advisory firm connects with your buy-side and sell-side using this form.
This is a one-page Scorecard to measure key IR and stock stats on a rolling 8 to 12 quarter basis. This will provide the quantitative metrics about your IR performance.
This is perhaps the coolest resource within the IR Barn. It is a comprehensive look at what separates World Class IR from the Bare Minimum/Required. Use this one-pager to assess where you can enhance your current offering. Play offense. Always.
Perception Study White Paper
Use this white paper on Perception Studies to help you conduct your own Perception Study or to manage an independent consultant to compile.
Ways to Benchmark your IR
Here are some ways to measure the effectiveness of your IR efforts.