Get Creative with Your Investor Day Agenda: 5 Actionable Ideas
Let’s face it: Investor Days can sometimes feel like a marathon of slides. But it doesn’t have to be that way. Imagine an agenda that goes beyond the typical presentation format, where analysts and investors leave engaged, inspired, and—dare we say—looking forward to the next one.
Here’s a guide on how to add more energy to your I-Day in order to maximize the outcomes you’re looking for. These five ideas will help you elevate your Investor Day and make it memorable (in a good way).
1. Kick Off with Industry Experts
Agenda Topic: Industry Insights Session
Start the day with a panel or fireside chat featuring respected industry voices (from outside your company). These experts give investors a clear view of broader trends and help them understand where you fit in the bigger picture. It’s a great way to set the scene before your CEO dives into the business.
Example: One IRO brought in a top consumer research firm to share insights on shopper trends. Investors walked away with a sharper view of market dynamics and what it all means for the company.
2. Let Customers Tell Their Stories
Agenda Topic: "Voice of the Customer" Panel
Ever thought about letting a customer speak directly to your investors? Hearing it straight from the source adds credibility and shows how your product solves high-stakes problems. This works well alongside Segment Updates, and if a live appearance isn’t feasible, a recorded video does the trick.
Example: This is popular in software but works across industries. One company invited a key customer’s CEO via live video. Investors got a firsthand look at how the product addressed real challenges, making its impact easy to see and remember.
3. Engage with Product Demos
Agenda Topic: Interactive Product Experience
Give investors a chance to experience your innovations. Whether it’s tasting new flavors or trying a VR demo, this hands-on approach brings your products to life in ways slides simply can’t.
Example: One client set up interactive booths during breaks, showcasing products from each business segment. Analysts and investors explored products and chatted directly with BU presidents—creating a memorable, hands-on experience.
4. Bring Your Story to Life with Facility Tours
Agenda Topic: On-Site Facility Tour
Facility tours immerse investors in your operations and make your story tangible. From chocolate-scented production floors to cutting-edge R&D centers, these tours showcase what’s happening behind the scenes. For busy schedules, keep these optional and consider hosting them the evening before the I-Day or after the core I-Day sessions.
Example: During one Investor Day, post Q&A, a seemingly boring industrial company led a tour of their sleek R&D center after Q&A. Analysts, previously skeptical, left impressed with the innovation on display and about the possibilities for this company. Bonus – they got a real feel for the company culture—something no slide deck could deliver.
5. Deepen the Conversation with Breakout Sessions
Agenda Topic: “Specific Topic” Breakouts
Breakouts give investors the chance to dive deeper on topics like R&D, supply chain, or sustainability. Focus on areas where there might be “perception gaps” so attendees can explore specific interests. Bonus: it shines a light on leaders beyond the C-suite.
Example: After the main Q&A, one of our clients hosted breakout sessions focused on “gap” areas like innovation and performance marketing. Only the most curious analysts attended—and got a lot out of the smaller group setting.
Final Thought: Make It Count
Investor Day is your chance to go beyond slides and show investors what truly makes your company tick. So why settle for the usual? Give them a day that’s hands-on, interactive, and memorable—an experience they’ll feel was worth every minute of their time.
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