IIAR> Best Practice Paper: The 7+7+7 Golden Rules of Engagement

The latest IIAR> Best Practice Paper: Analyst Relations and Industry Analysts –The 7+7+7 Golden Rules of Engagement by Ludovic Leforestier (@lludovic, LinkedIn) /  Founder, Starsight Communications and IIAR> Board Member and Caroline Dennington (@CDennington, Linkedin) / Managing Director, Dennington AR.

AR Pros and the Industry Analysts have long worked on the basis of undocumented principles. When those principles sometimes get broken or abused and then what do you do?

This IIAR> paper gathered a consensus from our community to define some rules of engagement between industry analysts and AR Pros for successful & harmonious relationships. For instance, the issue of draft reviews has been raised several times in member discussions. There was a strong and definite consensus that an analyst not providing vendors with a draft for factual review publication is not deemed a serious analyst and should be instead be dealt with by the PR department.

Other questions include:

• Is a secret recipe on how to build trust?
• When should you be transparent?
• Should analysts be afforded preferential treatment?
• And does NDA really mean, NDA?

Oh yes, there is also a section on ‘Divas’!

This IIAR> Best Practice Paper on the IIAR> Rules of Engagement With Industry Analysts is available for download <<here>> for members and <<there>> for everyone.

For AR pros and analysts

1. Respect the other party’s IP and confidentiality
2. Be transparency
3. Behave with integrity
4. Avoid preferential treatments
5. Be timely
6. Be realistic

For AR professionals

1. Don’t waste analyst time
2. Enable relationships, not gate-keep them
3. Recognise different analysts play different roles
4. Enable analysts to meet their research objectives
5. Respond in a timely manner
6. Respect independence in writing
7. Be diligent during, and post publication

For industry analysts

1. NDA means NDA
2. Earn it, don’t be a diva
3. Do your homework before briefings and publishing
4. Publicise your editorial calendar
5. Give vendors the right to participate
6. Create insightful content
7. Always allow a vendor draft review

IIAR> Best Practice Paper: Analyst Relations and Industry Analysts –The 7+7+7 Golden Rules of Engagement by Ludovic Leforestier & Caroline Dennington.

IIAR> Best Practice Paper: The 7+7+7 Golden Rules of Engagement

Authors

• Ludovic Leforestier (@lludovic, LinkedIn) /  Founder, Starsight Communications and IIAR> Board Member
• Caroline Dennington (@CDennington, Linkedin) / Managing Director, Dennington AR.

Publication date: August 2014

Resources for IIAR> members

• Link to PDF for IIAR> Members > IIAR> Best Practice Paper: The 7+7+7 Golden Rules of Engagement

Contributors

• Alyssa Gilmore / Bloomberg
• Bill Reed / St Cross Group
• Bram Weerts / Kea
• Gareth Lodge / Celent
• Geoff Dorrington / CA Technologies
• Heather (Dawson) Atkins / BAE Systems Detica
• Jon Collins / Inter Orbis
• Ray Wang / Constellation
• Simon Abrahams / Rackspace
• Tim O’Sullivan / Deloitte

Other IIAR> Best Practices Papers

• Full list here > IIAR> Thought Leadership
• • IIAR> Best Practice Paper: Engage the right audience, using analyst tiering
  • IIAR> Discussion Group: managing Analyst-Advisory Day
  • IIAR> Best Practices Paper: running and leveraging analyst inquiries
  • IIAR> Best Practices Paper: Delivering AR Programmatically with Campaigns
  • IIAR> Primer: Why should startups and scale-ups have an analyst relations strategy?
  • IIAR> Best Practices Paper: Running an industry analyst briefing
  • IIAR> Webinar recap: What is analyst & influencer relations (AR)?
  • IIAR> Primer: What is Analyst Relations (AR) and how is it evolving?
  • IIAR> Best Practices Paper: Building an effective AR plan
  • IIAR> Best Practices Webinar: Strategic Analyst Tiering For Digital Business

IIAR> Webinar: The IIAR> Rules Of Engagement

Date: 11th September 2014
Time: 1600 BST, 1700 CET, 11am EST, 8am PST
Location: IIAR> Webinar

IIAR> Webinars are free to attend for all IIAR> Members, a good reason for joining the IIAR. For non-members there is a fee of $25/£15 (pay here) that is redeemable against IIAR> Membership over the next 12 months. Join the IIAR> via the form on this page or complete the form below. New members are always welcome !

Other AR best practices blog posts

• IIAR> Best Practices Webinar: Peer Review Websites
• IIAR> Best Practice Paper: Engage the right audience, using analyst tiering
• IIAR> Discussion Group: managing Analyst-Advisory Day
• IIAR> Best Practices Paper: running and leveraging analyst inquiries
• IIAR> Webinar: Building a Skilled AR Team during the Great Opportunity
• IIAR> Best Practices Paper: Delivering AR Programmatically with Campaigns
• IIAR> Primer: Why should startups and scale-ups have an analyst relations strategy?
• IIAR> Discussion Group: managing inquiries
• The IIAR> AR Professionals & AR Agency of the Year 2021
• IIAR> Best Practices Paper: Running an industry analyst briefing