enhancing events for analyst relations

11
ENHANCING EVENTS FOR ANALYST RELATIONS Crystal Golightly Director, Client Development November 2018

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Page 1: Enhancing Events for Analyst Relations

ENHANCING EVENTS FOR ANALYST RELATIONS

Crystal Golightly

Director, Client Development

November 2018

Page 2: Enhancing Events for Analyst Relations

WHO’S USING ARCHITECT EVENT MANAGEMENT?

Page 3: Enhancing Events for Analyst Relations

TRYING TO ORGANIZE AN EVENT?

• Analysts• Journalists/ Media/ Influencers• Executives• Journalist• Staff• Travel & accommodations• Social meetings & gathering• Meeting spaces• Keynotes• General sessions• Breakouts• 1 on 1’s • Building agendas & briefing books

Page 4: Enhancing Events for Analyst Relations

THE INEVITABLE

LAST MINUTE CHANGES & CANCELLATIONS!!!

Page 5: Enhancing Events for Analyst Relations

ARCHITECT EVENT MANAGEMENT

Page 6: Enhancing Events for Analyst Relations

SCHEDULING

Page 7: Enhancing Events for Analyst Relations

CONFLICT ALERTS

• Analysts

• Executives

• Locations

• Links to conflicting Interactions

• Override if the conflict is OK

Page 8: Enhancing Events for Analyst Relations

GAP REPORT

Identify the holes or any schedule conflicts

• Analysts

• Executives

• Locations

Page 9: Enhancing Events for Analyst Relations

SENDING CALENDAR INVITES

• Deliver ICS (calendar invites) to Analysts, Executives and internal staff

• Email name will be from the “Initiator” but the email address is [email protected]

Page 10: Enhancing Events for Analyst Relations

RSVP: TRACK AND MANAGE

• Automated Tracking

• Manual updates

• Single source of “truth”

Page 11: Enhancing Events for Analyst Relations

AGENDAS