Wie legen Sie Erwartungen und SLAs mit Analysten und ihren Unternehmen fest und verwalten sie?

Let's establish clear and achievable goals and measurable metrics: We'll collaboratively define specific and timely objectives that follow the SMART criteria - specific, measurable, achievable, relevant, and time-bound. These metrics could include data accuracy, project completion time, or impactful business insights. While setting deadlines, I take into account factors such as data availability, technical limitations, and potential roadblocks to ensure realistic timelines. It's important not to overpromise, as this can lead to disappointment. By setting realistic timelines, we can build trust and ensure the project's success.

No special tricks - just talk to the analysts. Ask them about their current projects and research plans. Can you assist them by sharing your market insights or connecting them with your customers? Do they prefer newsletters or simple emails with relevant information? If you haven't established rapport with the analysts yet, start by regularly reviewing analyst firms' research calendars.

Ensuring Alignment with Strategy & Stakeholders: Integrating strategy: To appropriately allocate resources and prioritize key metrics, it is crucial for the AR program to align with the wider business strategy. Addressing stakeholder expectations: By incorporating the needs and expectations of stakeholders, we can guarantee coherence and cooperation. This may involve setting conversion rate goals for sales teams or outlining learning objectives for training programs.

Improving Clarity in Roles and Responsibilities: As we drive forward with the AR process, it is crucial to unambiguously outline the duties and obligations of each team member. This promotes successful teamwork and ownership. Key components include: Tasks—clarifying the duties for tasks such as data gathering, analysis, visualization, reporting, and keeping stakeholders informed. Decision-making power—defining the decision-makers at different project stages to avoid confusion and setbacks. Communication methods—establishing the most effective channels for smooth collaboration and information sharing

A crucial aspect of building a thriving partnership with analysts and their firms lies in skillfully negotiating the terms and conditions. Central to this process are several key considerations. 1st assessing the value of the analyst firm's expertise, insights, and guidance against the costs involved, in order to achieve a favorable return on investment. 2nd setting clear expectations and timelines for deliverables such as reports, counsel, or research projects. Lastly, establishing roles, responsibilities, communication protocols, data sharing, and confidentiality clauses to ensure mutual understanding and trust. An attentive approach to negotiation cultivates a productive and beneficial relationship with analysts and their firms.

In my AR practice I advise my clients against financially engaging with any analyst firm until we've figured out which firm/s are the best match for them. This is often counterintuitive to companies who believe that engaging with a recognizable analyst firm will catapult them into the worldview. Spending several hundred thousand on a multi-year non-cancellable engagement doesn't mean that an analyst firm has an obligation to write, talk, or think about you. If your people, products and growth plan are relevant, unique and interesting to the analysts, they'll want to learn more regardless of your paid relationship. Take the time to talk to as many core analysts across as many firms as you can to find your best match. Alignment is key!