Maximizing the Value of Your Annual Report

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| Strategic Design | 1 MAXIMIZING THE VALUE OF YOUR ANNUAL REPORT/

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

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MAXIMIZING THE VALUE OF YOUR ANNUAL REPORT/

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SPEAKERS/

CAROLINE BRUCKNER ANDREW [email protected]@equicomgroup.com

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SO, YOU ARE CREATING AN ANNUAL REPORT/

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WHY IS IT SO IMPORTANT?

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IMPRESSIONS MATTER/

vs.

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UNIVERSITY OF MIAMI / UCLA STUDY

AVERAGE INCREASE OF PERCEIVED

VALUATION

11PERCENT

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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

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A CAPTIVE AUDIENCE/

AVERAGE AMOUNT OF TIME SPENT READING AN ANNUAL REPORT

MINUTES5

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EMPLOYEE EMPOWERMENT/

THE BEST EMPLOYEES CARE

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ONLINE POLLQUESTION NO. 1/

Do you currently produce a printed

annual report?

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

B. No, we only produce financials

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GETTING STARTED/

investor relations

strategic design

management

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

web

factsheet

investor presentation

messaging

annual report

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ASSET CREATION/

messagingkey statements

positioning

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infographics

maps

chartspipelines

process diagrams

messagingkey statements

positioning

ASSET CREATION/

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infographics

digital assets

photograph executive team

photograph facilities/products

create videosselect

typography

colour palette

maps

chartspipelines

process diagrams

messaging

key statements

positioning

ASSET CREATION/

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WHAT CAN WE DO WITH ALL THIS STUFF?

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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

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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

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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

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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

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PRINT/ TRADITIONAL TYPESET ANNUAL REPORT

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PRINT/TRADITIONAL TYPESET ANNUAL REPORT

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PRINT/COVER WRAP WITH FINANCIALS

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PRINT/ MARKETING PIECE WITH POCKET FOR FINANCIALS

EXTEND THE LIFE OF YOUR FRONT-END MESSAGING PIECE

365DAYS PER YEAR

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ONLINE/ FULL HTML CONTENT

RETAIL INVESTORS USE THE INTERNET TO

MAKE DECISIONS

50PERCENT

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PRINT + ONLINE/ PRINT + SUMMARY WEBSITE

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PRINT/ SUMMARY/PROGRESS REPORT

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ONLINE POLLQUESTION NO. 2/

Do you currently produce an online

annual report?

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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

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ONLINE/ TRADITIONAL PDF

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ONLINE/ INTERACTIVE PDF

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ONLINE/ INTERACTIVE PDF

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PRESENTATION/ CORPORATE/AGM PRESENTATION

>

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PRESENTATION/ SLIDESHARE

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TABLET & MOBILE/iPAD APP

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TIMING IS EVERYTHING/

photography

start early

develop online concurrently

management buy-in

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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

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TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

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TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

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TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

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TRENDING NOW/

CEO MESSAGE – VIDEOIFRS/XBRLSOCIAL MEDIAINTEGRATED REPORTING

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ONLINE POLL RESULTS

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Q&A/

THANKS FOR ATTENDING/

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THANK YOU

for more information, contact:

Emily Gibbs, [email protected] Zupnik, [email protected] Sumrain, [email protected]