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:
- 90%’s = GREAT
- 80%’s = GOOD
- 70%’s = AVERAGE
- 60%’s = POOR
- 50%’s and Below = OVERHAUL NEEDED
