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Analyst Day Checklist ? Establish goals for the day and a budget ? Determine overall theme/key messages Consider perception audit in advance of event ? Develop invitation list ? Choose location/venue New York vs. local East Coast vs. West Coast or both Hotel vs. other venue; headquarters/subsidiary ? Consider optimal timing Upcoming corporate announcements Leveraging industry events Management availability Potential weather disruptions (U.S. Midwest/Northeast) ? Select your speakers Broader management team (Division heads, CTO, CRO, EVPs) Customers, partners, distributors, industry expert(s) ? Select giveaways/mementos ? Determine whether to include product demo/facility tour ? Create presentations with key messages as central themes Develop slideshow template and outline Plan on multiple rehearsals Allow time for legal, Disclosure Committee reviews ? Determine who may need presentation training/Regulation FD training ? Brainstorm potential questions/thorny issues; Develop extensive Q&A document ? Decide how/if you are going to incorporate social media into the event ? Stay on top of all analyst day logistics Webcast/news release Catering (dinner the night before? breakfast/lunch) Audiovisual; Presentation binders/USB Hotel rooms; Transportation Conduct investor follow-up or full perception audit post-event ................
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