Maximizing the Value of Your Annual Report
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Transcript of Maximizing the Value of Your Annual Report
| Strategic Design | 1
MAXIMIZING THE VALUE OF YOUR ANNUAL REPORT/
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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
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
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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]