IR Self-Assessment

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.

But, clearly, an honest self-assessment can serve as a starting point and put you in the ballpark.

Scoring is standard:

  1. 90%’s = GREAT
  2. 80%’s = GOOD
  3. 70%’s = AVERAGE
  4. 60%’s = POOR
  5. 50%’s and Below = OVERHAUL NEEDED


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