Killer questions to ask PR agencies to see if they are AR pretenders or contenders

icon-the-press-110w.jpgThere are many drawbacks to using PR agencies to conduct analyst relations – not the least that most analysts hate dealing with agency staff.  Sometimes, however, communications and IT vendors have no choice but to farm out some analyst-related activities. To minimize the chance of agency staff causing problems with the analysts, vendors need to carefully evaluate whether or not a PR agency is actually competent in analyst relations before hiring them.

A technique SageCircle has developed is asking a series of questions in the form of scenarios about AR situations. The responses to the scenarios can then be graded for compliance with AR best practices and insights as to how the analysts work. As always, it is important to weight the questions because some will be more important than others. In addition, it is critical that a standard evaluation framework be established so that responses from different agencies will be graded consistently.

The killer questions should not just be asked of the agency’s senior executive that is trying to win the business, but also the staff that will actually be doing the work.  Reluctance by the agency to introduce you to the staff should raise red flags about the breadth and depth of AR expertise in the firm.

The first killer question to ask the PR agency rainmaker and staff is […]

Analyst firms’ editorial calendars

Here are the links to the editorial calendars for Gartner and Forrester that we mentioned during the just completed Coffee Talk. Note: After I asked on Twitter, The451 ICE’s service director sent me a link to ICE’s upcoming research.

Gartner Editorial Calendar for Magic Quadrants and MarketScopes Don’t forget that at the end of July, the Gartnerians are going to expand their editorial calendar to include planned research other than MQs and Marketscopes.

Forrester Planned Research This page defaults to showing only the planned research for you role. Click on “Show all documents,” which is just […]

Notes from Gartner’s Quarterly AR Call – Themes are royalty, expanded editorial calendar, org changes

On Thursday, June 19th Gartner’s Vendor Relations team held its regular quarterly analyst relations (AR) call. Because the Gartnerians do not currently offer a transcript of the call, just a replay, SageCircle is providing detailed notes.

SageCircle Advisory clients are encouraged to schedule an inquiry to discuss the call and how to apply the insights to their specific situations.

Themes – Research themes are important organizing principles like topics, roles and industries. Gartner themes cut across all boundaries and most research organizations write themes for their perspective. Themes are coordinated by the Senior Research Board. Themes are usually new or emerging topics, though some are existing topics with new relevance or enhanced impact. You should expect to get questions about themes during briefings and anticipate analysts using themes as a point-of-reference. Listed are the existing themes with their “champions.”

  • Green IT
    • Championed by Simon Mingay
  • Consumerization of IT

How to track a lot of analyst blogs and Twitter streams without spending a lot of time

icon-social-media-blue.jpgOne of the side effects of the growing use of social media by IT industry analysts and analyst relations (AR) is a pending sense of doom that we are going to get overwhelmed by too… much… stuff. This certainly came out in discussions at the US Forrester AR Council panel I was on and in blog posts like When do we get work done? I certainly have felt that way in the past, but slowly and surely I have picked up techniques that permit me to monitor a fairly large number of social media streams (110+ blogs and 140+ Twitter streams) without spending hours a day doing so. In this post I will share these tips.

Note: These tip and tricks are not necessarily the absolutely best-in-class, merely ones that we have found to-date. Nor are the tools mentioned the results of systematic research and evaluation, merely ones that we have played with and decided to use. As we continue to expand the portfolio of tips and tools, we will make sure to share them with you.

The main tips are to use an RSS reader and to organize your feeds in folders*. This saves you the time of checking individual blogs that might not have any activity. The following example explains […]

An analyst has some advice for PR agencies

Redmonk’s Stephen O’Grady in Bad PR – The Bane of My Existence: Seven Suggestions for PR Workers has some practical advice for PR professionals at agencies. Here are his seven suggestions (details in the post):

  1. Analysts Are Not Press: Don’t Treat Them as if They Are
  2. Caller ID Works: Don’t Just Keep Calling, and Calling, and Calling
  3. Personalization: Don’t Address Your Notes “Dear Blogger”
  4. Press Releases: Don’t Use it as […]

Avoid like the plague – Using pseudo-Magic Quadrants in your analyst briefing presentations

After completing the in-depth Magic Quadrant series I was going to give this topic a rest for awhile. That is until I saw this tweet:

 

jowyang is the twitter handle of Forrester social media analyst extraordinaire Jeremiah Owyang. Jeremiah joined Forrester only last October and already he has seen so many vendors use a pseudo-Magic Quadrant that he is commenting on it. Can you imagine how bored and annoyed with this graphic other analysts that been around longer must be? I have seen pseudo-MQs that I swear were built on the idea of who is the leading vendor among left-handed IT managers who buy technology on Tuesdays in Guam.

Don’t get me wrong, I think the competitive landscape slide should be a component of almost every presentation made to IT industry analysts. There is no better opportunity to […]

Do your analysis before deciding to use social media like blogs or wikis

icon-social-media-blue.jpgBarbara French left an interesting question on SageCircle announces the Analyst Relations Wiki*, a tool to help AR teams be more efficient and effective. Basically, she asked why use a wiki instead of deploying more efficient PDF search technology on the existing PDFs?

We picked the wiki technology, because it became the logical choice after we did an analysis of the situation using the POST framework from Forrester’s Groundswell research: People, Objectives, Strategy, Technology. This same analysis process is valuable to AR teams for their own decision making.  Here is an overly simplified summary of our extensive analysis in making our choice:

  • People – AR managers are strapped for time. They have different levels of experience and as a consequence need access to different levels of information. They also have different levels of on-line sophistication.
  • Objectives – Save AR managers time and make them more effective by […]