- Assess investment profile, including current activities, strategies, goals, prospects, and risks.
- Study perceptions held by analysts and institutions.
- Develop or refine key messages to investors.
- Develop disclosure policy.
- Organize procedures and responsibilities for IR activities: investment community outreach; news releases; conference calls; annual report production and proxy solicitation; and Internet IR.
- Consider periodic distribution to stockholders of quarterly reports or other materials that are not required by the SEC.
- Establish contact program for large stockholders.
- Develop financial fax, e-mail and mailing lists.
- Prepare annual investor relations plan and calendar.
- Develop preliminary action plans to address crises or catastrophic events.
- Conduct IR program audits.
