Summer in Corporate IR (part 2 of 4)

Summer in IR: Strategic Planning & LRFPs 

IR’s role in strategic planning is more than just showing up – it’s helping frame the conversation. 

Whether I’ve lead the strategic planning process or supported it, my role was clear: bring the outside in and help educate the board and executive team. 

That meant connecting our story to the way investors think. 

1️⃣ How does our strategy compare to peers?

2️⃣ How do our targets stack up?

3️⃣ What story are we telling – and what is it worth? 

Having a foundational understanding for how your story shows up in the market and compares to peers helps establish an understanding of what is required in the market.

You can’t expect a premium valuation with an average LRFP and no differentiation in your strategy. 

How do you bring the external view into your planning process?