Briefing can take place to serve either or combination of the below information sharing objectives:(this is an indicative list only)
- Introduction to business
- Update on new product/service line
- Update on expansion in newer geographies
- Update post financial results every quarter
- Update in case of leadership changes
- Quarterly update on a particular business line to act as a continued discussion of previous quarter engagement
During the "briefing" sessions, most spokespeople tend to provide an overdose of information. Though every piece of information that you want to share is important, the best way would be to note down points in order of importance to be highlighted to the analyst in the limited available time for a briefing which is usually 60 minutes and then have the presentation document most of the other points which the analyst can go back to refer. This enables the analyst to come back to you with requests for additional information or questions if the same is not made available through the presentation document. At the same time you as the company representative tend to highlight the most important differentiators to the analyst which the the analyst can take back with him.
The frequency of this mode of information sharing needs to be just perfect to ensure that the company's services information tends to be on the top of the analyst mind.
Please feel free to write to me in case you have additional questions on this front and i would be happy to provide assistance.
