Defining “Analyst List Service Level Framework”

An analyst list service level framework defines the amount of resources that are available and the type and amount of each type that will be provided to any group of analysts as defined by ranking and tiering. For example, a service level framework will indicate which analysts receive one-on-one briefings from executives, get highest priority[…]

Defining “Tiering an Analyst List”

Tiering is a process for segmenting an analyst list so that analyst relations (AR) can prioritize its activities. The most common labels are based on numbers (e.g., Tier 1, Tier 2 and Tier 3).  Tiering starts with a ranked list of analysts and then draws lines between analysts to create groups. Tiering is based on[…]

Defining “Ranking an Analyst List”

Ranking is a process for ordering a list of analysts based on formal weighted criteria. The criteria can include points such as research coverage, visibility (e.g., publications, press quotes, social media, speeches, etc), firm affiliation, geography, risk, and others. Criteria and weights are driven by the objectives of the vendor at both the business unit[…]

Defining “Analyst List Management”

Analyst list management is a process for identifying, ranking in priority order, and tiering into segments the analyst community. The purpose is to provide analyst relations with a tool for establishing analyst relevance and analyst relations (AR) team priorities. SageCircleSince 2000, SageCircle has helped analyst relations teams to focus on business value by encouraging innovative[…]

Defining “executive sponsorship”

n: Executive sponsorship is a formal program where executives take an active part in establishing AR goals and priorities, providing the resources necessary to achieving the agreed upon goals, explicitly communicating the importance of AR to the company, providing timely support when an internal organizational hurdle prevents the achievement of goals and making themselves available[…]

Defining “Analyst Editorial Calendar”

n:  A calendar listing anticipated analyst research report publication dates. Because few analyst firms do publish formal editorial calendars, comprehensive Analyst Editorial Calendars have to be built by the core AR team. A variety of intelligence sources are used to gather information for the calendar.  These include holding formal and information conversations with analysts by the extended AR team, asking questions during scheduled interactions, analyzing past research publications, and anticipating work for upcoming conferences. The Analyst Editorial Calendar feeds into […]

Defining “Extended analyst relations (AR) team”

n:  The group of individuals at a technology provider who do not have AR as part of their job responsibilities, but whose efforts within their proscribed areas of responsibility can be leveraged by the Core AR Team to accomplish AR objectives.  Examples of individuals who may be recruited as members of the Extended AR Team[…]

Defining “Core analyst relations (AR) team”

n:  the group of individuals at a technology provider whose specific job responsibilities include, at least in part, working with and through industry analysts to shape market perception for generating leads, responding rapidly to mitigate risk, and arming sales to close business. The core AR team may include dedicated AR practitioners or individuals such as[…]