Summer in Corporate IR (part 1 of 4)

Summer in Corporate IR has a rhythm of its own. 

Across every IR role I’ve held – three companies, two industries, three market caps – the pattern holds. While earnings prep never really ends, summer becomes the season for foundational work, executive coaching, and getting ahead for next year.

Here are three activities that consistently shape summer reporting:

1️⃣ Strategic Planning & LRFPs – Bringing the external view into enterprise planning.

2️⃣ CEO Corporate Access Review – Assessing who we've met, who we’ve missed, and how we’re deploying leadership time.

3️⃣ Corporate Access Planning – Closing outreach gaps and working ahead to secure time on management’s calendar. 

It’s about managing expectations internally, evaluating performance and making sure you can execute your function effectively.