Maximizing the Value of Your Annual Report

Post on 08-May-2015

2.234 views 1 download

description

The annual report is alive, prospering and evolving. Takeaways of this webinar include:-Important steps to include in your process-Key areas to focus on in development-How to choose the appropriate medium for your AR-How to make the most of creative assets-A discussion of future trends

Transcript of Maximizing the Value of Your Annual Report

| Strategic Design | 1

MAXIMIZING THE VALUE OF YOUR ANNUAL REPORT/

| Strategic Design | 2

SPEAKERS/

CAROLINE BRUCKNER ANDREW PERROaperro@equicomgroup.comcbruckner@equicomgroup.com

| Strategic Design | 3

SO, YOU ARE CREATING AN ANNUAL REPORT/

| 3

| Strategic Design | 4

WHY IS IT SO IMPORTANT?

| Strategic Design | 5

IMPRESSIONS MATTER/

vs.

| Strategic Design | 6| Strategic Design

UNIVERSITY OF MIAMI / UCLA STUDY

AVERAGE INCREASE OF PERCEIVED

VALUATION

11PERCENT

| Strategic Design | 7

HELPFUL IN TRACKING PORTFOLIO

LONG-TERM

80

RETAIL INVESTORS DO READ YOUR ANNUAL REPORT/

70PERCENT PERCENT

FIND AR HELPFULIN STOCK-BUYING

DECISION

69HELPFUL IN TRACKING

EXISTING STOCKOWNERSHIP

PERCENT

| Strategic Design | 8

A CAPTIVE AUDIENCE/

AVERAGE AMOUNT OF TIME SPENT READING AN ANNUAL REPORT

MINUTES5

| Strategic Design | 9

EMPLOYEE EMPOWERMENT/

THE BEST EMPLOYEES CARE

| Strategic Design

ONLINE POLLQUESTION NO. 1/

Do you currently produce a printed

annual report?

| 10

A. Yes, we produce a front end messaging piece together with the financials

B. No, we only produce financials

| Strategic Design | 11

GETTING STARTED/

investor relations

strategic design

management

| Strategic Design | 12

THE ANNUAL REPORT SHOULD BE SEEN AS PART OF AN IR STRATEGY—NOT A ONE-OFF ENDEAVOUR/

web

factsheet

investor presentation

messaging

annual report

| Strategic Design | 13

ASSET CREATION/

messagingkey statements

positioning

| Strategic Design | 14

infographics

maps

chartspipelines

process diagrams

messagingkey statements

positioning

ASSET CREATION/

| Strategic Design | 15

infographics

digital assets

photograph executive team

photograph facilities/products

create videosselect

typography

colour palette

maps

chartspipelines

process diagrams

messaging

key statements

positioning

ASSET CREATION/

| Strategic Design | 16

WHAT CAN WE DO WITH ALL THIS STUFF?

| Strategic Design | 17

WHAT CAN WE DO WITH ALL THIS STUFF?

MessageItati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

| Strategic Design | 18

WHAT CAN WE DO WITH ALL THIS STUFF?

MessageItati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

MessageItati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta-tem rectia cusda voluptatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt eritem non conesti untore non porepera dolorpores magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum

| Strategic Design | 19

WHAT CAN WE DO WITH ALL THIS STUFF?

MessageItati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommoluptatem rectia cusda volup-tatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt

MessageItati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta-tem rectia cusda voluptatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt eritem non conesti untore non porepera dolorpores magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum Message

Itati bero et hil in nectum est ma quatem ratus pores vitiaepre simil id milleni mustist otatia dolorupta doluptiatin peria quis sitione ctoresed modicit earcienti at quae volorios experfe ruptum sus nost molest ius es escilliae. Elibus aut ommolupta-tem rectia cusda voluptatin conseque rerferum harit, culluptatur sequam, core sum fugitiatur, eumquam cum quis dolumqu idistiunt eritem non conesti untore non porepera dolorpores magnam fugiaectem. Ut ma vollorat minctus, qui odi ab ipsum

| Strategic Design | 20

| Strategic Design | 21

PRINT/ TRADITIONAL TYPESET ANNUAL REPORT

| Strategic Design | 22

PRINT/TRADITIONAL TYPESET ANNUAL REPORT

| Strategic Design | 23

PRINT/COVER WRAP WITH FINANCIALS

| 24

PRINT/ MARKETING PIECE WITH POCKET FOR FINANCIALS

EXTEND THE LIFE OF YOUR FRONT-END MESSAGING PIECE

365DAYS PER YEAR

| Strategic Design

| Strategic Design | 25

ONLINE/ FULL HTML CONTENT

RETAIL INVESTORS USE THE INTERNET TO

MAKE DECISIONS

50PERCENT

| 26| Strategic Design

PRINT + ONLINE/ PRINT + SUMMARY WEBSITE

| Strategic Design | 27| 27

PRINT/ SUMMARY/PROGRESS REPORT

| Strategic Design

| Strategic Design

ONLINE POLLQUESTION NO. 2/

Do you currently produce an online

annual report?

| 28

A. Yes, we produce a full html version of our annual report

B. Yes, we produce a summary version of our annual report online

C. No, we only post a PDF version

| 29

ONLINE/ TRADITIONAL PDF

| Strategic Design

| 30| Strategic Design

ONLINE/ INTERACTIVE PDF

| 31

ONLINE/ INTERACTIVE PDF

| Strategic Design

| Strategic Design | 32

PRESENTATION/ CORPORATE/AGM PRESENTATION

>

| Strategic Design | 33| Strategic Design

PRESENTATION/ SLIDESHARE

| Strategic Design | 34

TABLET & MOBILE/iPAD APP

| Strategic Design | 35

TIMING IS EVERYTHING/

photography

start early

develop online concurrently

management buy-in

| Strategic Design | 36

ONLINE POLLQUESTION NO. 3/

How far in advance of filing do you start your

annual report?

A. 10 months or more

B. 6-9 months

C. 3-6 months

D. 3 months or less

| Strategic Design | 37

TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

| Strategic Design | 38

TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

| Strategic Design | 39

TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

| Strategic Design | 40

TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

| Strategic Design | 41

ONLINE POLL RESULTS

| Strategic Design | 42

Q&A/

THANKS FOR ATTENDING/

| Strategic Design

THANK YOU

for more information, contact:

Emily Gibbs, egibbs@equicomgroup.comSarah Zupnik, szupnik@equicomgroup.comAkthem Sumrain, asumrain@equicomgroup.com