IIAR> Analyst relations Best Practices

Our blog posts of best practices for analyst relations professionals

Over the years, IIAR> members have shared numerous best practices on industry analyst & influencer relations, see the links below. They range from dealing with Gartner Magic Quadrant, Forrester Waves, IDC Marketscapes, and similar evaluations, escalating research issues to the Gartner ombudsman and similar processes in other firms, managing analyst briefings, running analyst inquiries, organising analyst events, etc.

IIAR> members also have access to our IIAR> Best Practice Papers (direct link for members).

• IIAR> Best Practices Webinar: Sales Enablement + 30/60/90 days AR Plan, (06/25) 3/06/25
• IIAR> Best Practices Webinar: AR Compass, 2nd May 23/04/24
• IIAR> Best Practice Webinar: Getting the Most out of Analyst Advisory Sessions, 4th April 27/03/24
• IIAR> Best Practices Webinar: Peer Review Websites 23/10/23
• IIAR> Best Practice Paper: Engage the right audience, using analyst tiering 31/08/23
• IIAR> Discussion Group: managing analyst advisory days 19/07/22
• IIAR> Best Practices Paper: running and leveraging analyst inquiries 9/05/22
• IIAR> Webinar: Building a Skilled AR Team during the Great Opportunity 3/04/22
• IIAR> Best Practices Paper: Delivering AR Programmatically with Campaigns 27/01/22
• IIAR> Primer: Why should startups and scale-ups have an analyst relations strategy? 22/11/21
• IIAR> Discussion Group: managing inquiries 5/11/21
• The IIAR> AR Professionals & AR Agency of the Year 2021 26/10/21
• IIAR> Best Practices Paper: Running an industry analyst briefing 15/10/21
• IIAR> Webinar recap: What is analyst & influencer relations (AR)? 11/10/21
• IIAR> Primer: What is Analyst Relations (AR) and how is it evolving? 2/09/21
• IIAR> Monthly Meet-up June 21 26/05/21
• [GUEST POST] Teresa Cottam on the ethics of image rights 20/05/21
• IIAR> Webinar: Analyst Pet Peeves- Things AR Pros need to pay attention to 14/03/21
• IIAR> Best Practices Paper: Building an effective AR plan 15/02/21
• IIAR> Best Practices Paper: Scaling AR Reach 2/02/21
• IIAR> Best Practices Webinar: Scaling AR – connecting with the long tail is a must for your influencer strategy 31/12/20
• [GUEST POST] It’s a Great Time to be in Analyst Relations by Peggy O’Neill 26/10/20
• The IIAR> AR Professionals & AR Agency of the Year 2020 22/10/20
• IIAR> Discussion Group: approaching research contracts negotiations in a pandemic 20/10/20
• IIAR> Webinar: Truths, Lies, & Influence: How Reviews are Disrupting Analyst Relations 1/09/20
• IIAR> Webinar with Richard Stiennon 17/08/20
• IIAR> Webinar: Peer Insights Updates 7/07/20
• [GUEST POST] The New Normal for Analysts 23/06/20
• IIAR> Best Practice Call: AR Measurement 17/06/20
• [GUEST POST] The 7 Ups of Building Credibility Through Analyst Relations 13/02/20
• [GUEST POST] Influencer relations so much more than going from an A to I 6/01/20
• [GUEST POST] 20 mistakes analyst relations teams are making by Mark Peters / ESG (part 2) 20/12/19
• [GUEST POST] 20 mistakes analyst relations teams are making by Mark Peters / ESG (part 1) 19/12/19
• Gartner Symposium / ITxpo 2019: key takeaways for AR professionals 19/11/19
• IIAR> AR Café at Gartner Symposium in Barcelona 2019 29/10/19
• IIAR> Primer: Future Shock – The Coming State of Analyst Relations 24/10/19
• IIAR> Discussion Group: working with Gartner 16/10/19
• The IIAR> Tragic Quadrant 2018 11/10/19
• [GUEST POST] Do’s And Don’ts For Analyst Interactions by Chase Cunningham / Forrester 8/10/19
• 10 things analysts want most 23/07/19
• IIAR> Analyst Firm Webinar: Introducing CCS Insight – and how they make sense of the connected world 3/04/19
• IIAR Discussion Group on Scaling AR on April 18th 28/03/19
• [GUEST POST] How Analyst Relations Impacts Strategy  17/10/18
• [GUEST POST] How Analyst & Advisory Relations translates to Business 7/09/18
• The role of a good AR: does it change during a crisis? 31/08/18
• [GUEST POST] Andrew Hsu: AR must bet bigger on fewer analysts 19/07/18
• Effective Measurement: ARe we there yet? 1/06/18
• [GUEST POST] Tips to Ensure a Productive Analyst Briefing 28/05/18
• [GUEST POST] How to lose an industry analyst in 10 days (and ways) 21/05/18
• [GUEST POST] How to Create a More Compelling Analyst Event 14/05/18
• [GUEST POST] Why AR Managers Should Fret About Quote Policies by Peggy O’Neill 8/05/18
• Common Misconceptions and 4 Key Areas Tech Start-ups Can Benefit from Industry Analyst Relations 30/04/18
• IIAR Webinar: A Discussion on Effective AR Measurement and Amplification 18/04/18
• IIAR Discussion Group: negotiating with Forrester. Are you getting the best value from your contract? 4/04/18
• IIAR Discussion Group: negotiating with IDC. Are you getting the best value from your contract? 23/03/18
• [GUEST POST] Why Startups Need Analyst Relations More Than Growth Hacking 19/02/18
• Wrap-up: IIAR> Germany 2018 kick-off 12/02/18
• IIAR Discussion Group: negotiating with Gartner – is it the new seventies IBM? 6/02/18
• [GUEST POST] What is your product and what does it do? by Adrian Sanabria / Threatcare 5/02/18
• [GUEST POST] Engaging with mobile analysts … now’s the time! 23/01/18
• Friday tip: make conference calls invite great again 22/09/17
• [GUEST POST] IIAR Webinar: ‘Tis the season for Gartner Methodologies 15/09/17
• IIAR> German Summer Stammtisch 2017: scope of AR, ISG/Experton and Paulaner 31/07/17
• Stay tuned for the IIAR Analyst Relations Professional and Team of the Year 2017… 11/07/17
• IIAR> Munich Beer Garden Event – Join us on July 27 for the next IIAR> German Chapter Stammtisch! 26/06/17
• IIAR Webinar with ARInsights: How to Manage an AR Event 7/06/17
• IIAR> London AR Forum: Best Practice followed by NelsonHall: Getting the Message Out in a Post-Truth World 9/03/17
• IIAR Webinar and IIAR Best Practice Paper: Getting Started in Analyst Relations 13/01/17
• [GUEST POST] Webinar Fatigue and How to Overcome it 14/12/16
• [GUEST POST] The secret trick to working with sales 12/12/16
• IIAR Discussion Group: Negotiating with Gartner 11/10/16
• IIAR> Best Practices Webinar: Strategic Analyst Tiering For Digital Business 27/09/16
• [GUEST POST] Why AR comes before PR. Just look in the dictionary. 19/09/16
• IIAR> London AR Forum: Creating AR impact – are agencies an asset or a threat 7/09/16
• [GUEST POSTING] Three ‘Must-have’ Anchor Points for Your Analyst Relations Program 23/08/16
• [GUEST POST] Analyst Relations Best Practices: Seven Tips to Make Your Company a Star at Industry Analyst Events 5/08/16
• IIAR AR Professional of the Year 2016 profile: Peggy O’Neill 22/07/16
• [GUEST POST] Managing RFIs: 8 Best Practices for Analyst Relations Professionals 19/07/16
• IIAR> German Chapter Stammtisch in Munich beer garden 15/07/16
• [GUEST POST] So, You Did Well in an Industry Analyst Report… How Do You Get the Word Out? by Vicki Jenkins / Nelson Hall 28/06/16
• [GUEST POST] 7 Ways to Grow Analyst Firm Business: A How-to-Collaborate Guide for Industry Analysts and Account Managers 24/06/16
• [GUEST POST] Analyst Briefings: The Delicate Business of Client References, by Vicki Jenkins / Nelson Hall 13/06/16
• [GUEST POST] Analyst Briefings: Preparing for Success, by Vicki Jenkins / Nelson Hall 4/06/16
• [GUEST POST] Analyst Briefings: Are you a Strategic Team Member or the Note-Taker? by Vicki Jenkins / NelsonHall 26/04/16
• [Guest Post] AR Planning Doesn’t Have to be Like Nailing Jell-O to a Tree, by Vicki Jenkins / NelsonHall 26/04/16
• [GUEST POST] Industry Analysts can be Influencers, Supporters or Antagonists 15/03/16
• Do you need to pay Gartner to be in the Magic Quadrant? 11/03/16
• [GUEST POST] Do You Have a Digital Devil’s Advocate? You need one. 7/03/16
• [GUEST POST] Successful Analyst Relations Requires Grown Ups 29/02/16
• IIAR Best Practice Paper: Agile Analyst Relations 27/02/16
• IIAR> Forum: How to take on the Digital Wave 18/08/15
• [GUEST POST] Five timeless questions about analyst relations 25/06/15
• “Why should I speak with him and her” 29/01/15
• IIAR Discussion – Negotiating with Gartner – 22nd Jan 15 3/12/14
• IIAR Discussion – Negotiating your Analyst Firm Contract – 31st Oct 14 20/10/14
• IIAR> Best Practice Paper: The 7+7+7 Golden Rules of Engagement 26/08/14
• [GUEST POST] Key Requirements for Vendors When Briefing Software Analysts, by Natalie Petouhoff / Constellation 17/07/14
• [GUEST POST] Can you build a meaningful relationship with analysts, even if you don’t pay them? 2/07/14
• First German IIAR Stammtisch kicks off 17/06/14
• [GUEST POST] #Visionaries, #Disruptors and Complete Lunatics 12/06/14
• [GUEST POST] The importance of business ethics 10/04/14
• [GUEST POST] So what to social media? 27/03/14
• IIAR Webinar – Best Practice Paper – “Rules of Engagement” – 4th April 2014 21/03/14
• Making the most of CeBIT (even at the last minute) 4/03/14
• The IIAR opens its German Chapter 20/02/14
• Tuesday: pre-CeBIT IIAR call on AR in Germany 17/02/14
• [GUEST POST] Ode to the Analyst Firm Salesperson and Other Key Non-Analysts 14/10/13
• IIAR Best Practice Paper: AR Maturity Model, Peggy O’Neil 7/10/13
• Don’t tell my mother I work in AR, she believes I’m a pianist… 2/09/13
• IIAR> Primer: Who are industry analysts and what do they do? 27/08/13
• Gartner Symposium/ITxpo 2013 – Leading in a Digital World 20/08/13
• IIAR Webinar: Best Practices in Measurement (11th July) 2/07/13
• IIAR> Webinar with Gartner’s Nancy ‘Ombudsman’ Erskine 28/06/13
• IIAR Webinar: Best Practices in Measurement (to be rescheduled in July) 16/06/13
• IIAR Best Practice Webinar on Sourcing Advisory Relations – June 19th 14/06/13
• IIAR Best Practice Webinar: A practical guide to measurement 17/05/13
• IIAR> Best Practice Paper: Plan your analyst relations programme with the AR Compass 10/05/13
• [GUEST POST] When Your Company Takes Out Your Favorite Analyst 3/05/13
• [GUEST POST] Doing a Joint Announcement with the Competition, How to Cooperate 30/04/13
• IIAR Webinar with ISG on Sourcing Advisory Relations Survey – 10 April 2013, 1600 GMT 25/03/13
• Analyst events- Is booze better than a booth? Financial Services- Why economic downturn is killing the City but not European FS industry analysts 14/03/13
• [GUEST POST] The Final Countdown… or how to survive attending MWC 2013 26/02/13
• IIAR> London AR Forum on 7th March 2013 in London 25/02/13
• [GUEST POST] How AR is Doing: An Ex-AR Practitioner’s View from the Other Side, by Evan Quinn / ESG 15/02/13
• [GUEST POST] Six steps to get value for money from your analyst contracts 11/12/12
• [GUEST POST] Maximizing the impact of an analyst briefing – 2 of 2 by Richard Stiennon / IT-Harvest 12/09/12
• [GUEST POST] Maximizing the impact of an analyst briefing, by Richard Stiennon / IT-Harvest 7/09/12
• IIAR Teleconference – Measuring the Success of AR: HP Case Study 22/08/12
• IIAR Discussion Group: Running Great Analyst Events on 16 August, 4pm BST / 11am ET 7/08/12
• [GUEST POST] Will the real leader please stand up? 13/07/12
• IIAR Awards Two AR Professionals with IIAR Certified Expert as it Expands its AR Professional Certification Program 12/07/12
• [GUEST POST] Big Dogs don’t yap: the secret ingredient for MQ success 3/07/12
• The hype cycle of Vendor Briefing Requests 18/05/12
• [Guest Post] The Secret Sauce and the Secret Sorcerers by Simon Levin 8/05/12
• [GUEST POST] The Wi-Fi isn’t working! 5/04/12
• [GUEST POST] Timing is everything 6/01/12
• How to structure an analyst briefing? 31/10/11
• [REBLOG] How to read an analyst report? 18/10/11
• IIAR> London AR Forum: LinkedIn the number one social media site for analysts 6/10/11
• [Guest Post] IIAR> UK AR Forum: Sales and Social Media Debated 30/09/11
• Why do you need AR when you have PR? 5/09/11
• [IIAR Teleconference] Phones hot up over a crisis in the industry 25/07/11
• Four ways analysts must respond to the crisis 25/07/11
• [GUEST POST] An Analyst’s Take on the Crisis in AR by Saverio Romeo / Frost & Sullivan 12/07/11
• IIAR discussion group – So Where AR You Going? 16/05/11
• [GUEST POST] 7 Insights to Great Analyst Relations 10/05/11
• [GUEST POST] So Where AR You Going? – part 2 28/04/11
• Five Worst Practices for Managing AR Headcount 31/03/11
• 5 Criteria for Right-Sizing AR Teams 28/03/11
• The IIAR at IDC Directions, Boston and San Jose 24/03/11
• Ethics isn’t just around white papers 17/03/11
• Jan 12th IIAR Discussion Group for Mobile World Congress 13/01/11
• Gartner details the MQ process 13/01/11
• [Guest Post] The Use and Abuse of Analysts (poor things) 4/01/11
• Join the IIAR for AR Best Practice Teleconference at Mobile World Congress 20/12/10
• [GUEST POST] It’s the quality of the quantity that counts….. 29/11/10
• Industry leaders discuss the challenge for outsourcing vendors’ AR 24/11/10
• [GUEST POST] Why Virtual Events Should Become Part of Your AR Strategy by Steve Loudermilk 19/11/10
• IIAR Best Practice Discussion November 23: Analyst Relations and Outsourcing Vendors 10/11/10
• [GUEST POST] Outsourcing Analyst Relations: A viable option? by Fred McClimans 19/10/10
• IIAR Best Practice Discussion Oct 19th – Analyst and Influencer Relations 7/10/10
• Why and how should you tier the analysts? 5/10/10
• Recap – IIAR Teleconference on Best Practices in Sourcing Advisory Relations 13/08/10
• IIAR Best Practice Teleconference on Sourcing Advisory Relations – Aug 11th 3/08/10
• Why analyst sales people can never be stopped 23/07/10
• [GUEST POST] Help – I have just hit the glass ceiling 19/07/10
• AR and social media: it’s the interaction stupid! 14/06/10
• IIAR Discussion Group: IIAR Best Practices Paper “Making The Case for AR” 2/06/10
• [Guest post] V3: It’s All About the Analysts 21/05/10
• Recap of the IIAR May 6th Teleconference on AR best practice at analyst-firm sponsored events 12/05/10
• IIAR discussion group: AR best practice for analyst events 30/04/10
• [GUEST POST] Doing a Joint Announcement with Your Competitors 28/04/10
• How far should an NDA go? 13/04/10
• Latest IIAR Best Practice Paper – Making the Case for Analyst Relations 24/03/10
• Latest IIAR> Best Practices Paper – A New Foundational Approach to Analyst Tiering 18/03/10
• Scheduling made easy? 17/03/10
• [GUEST POST] Analyst Relations Basics – part three 1/03/10
• [GUEST POST] Analyst Relations Basics – part two 25/02/10
• [GUEST POST] Analyst Relations Basics – part one 23/02/10
• [GUEST POST] How should AR pros use online channels to increase influence on their target prospects? 17/02/10
• Next IIAR discussion group on linking AR with sales 15/02/10
• Gartner is growing, its end-user influence as well 12/02/10
• [GUEST POST] Measuring online influence 9/02/10
• [GUEST POST] What are My Secret AR Weapons? 3/02/10
• Downfall: Gartner MQ and learnings 2/02/10
• [GUEST POST] Vendors: suggestions to maximize briefing value, by Carol Rozwell / Gartner 27/01/10
• [Guest Post] Identifying influencers by apparent importance vs real trust 19/01/10
• Next IIAR discussion group call on AR measurement and evaluation 14/01/10
• Best practice AR at the Mobile World Congress: panel discussion highlights 13/01/10
• [Guest post] Blogger relations at SAP by Michael Krigsman 8/01/10
• Join the IIAR for a teleconference on AR best practice at Mobile World Congress 7/01/10
• What are the right staffing levels for AR? 18/12/09
• [GUEST POST] Briefing tips and best practices from Lisa Rowan / IDC 7/12/09
• Is shooting on the referee productive? 21/10/09
• IIAR Best Practices Paper: managing the Forrester Wave 8/10/09
• AR professionals should canvass inside firms 19/06/09
• Larry De’Ath’s Top 10 Best Practices for Analyst Relations 15/04/09
• Softcopy formats 14/04/09
• IIAR publishes Best Practice Paper on Managing the Gartner MQ 30/03/09
• IIAR research highlights importance of International AR 3/02/09
• Analysts: When you’re looking for a briefing – help me to help you 4/09/08
• On the use of briefing request forms for analyst firms marketing 6/08/08
• How do we decide that analysts are important? 11/03/08
• Gartner improves the vendor briefing process 3/03/08