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Checklists

Our checklists summarize the best practices and tips to help your business manage corporate investor relations strategies, IPOs, conferences and tradeshows, and more. Get at-a-glance guidance for the most important topics that today’s executives must navigate.

Featured Checklists:

Your investor deck plays an important role in your company’s success. To start your investor interactions on the right foot, review your deck and consider making these small but impactful changes.

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Checklist about Investor Meetings

Not all investor meetings are the same. Learn how to tailor your message to your unique situation and timeframe.

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The J.P. Morgan Healthcare Conference is the biggest healthcare investment event of the year. Prepare with these 10 tips.

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Checklsit: Westwicke 5 Tips for Engaging with the Media

Securing media coverage can be a critical opportunity for any company. Learn how to take advantage of interviews with bulletproof quotes.

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Checklist: 5 Steps to Develop Your Company's Crisis Communications Plan

You never know when a crisis may hit, so you should be ready with a comprehensive crisis communications plan. Consider these five tips when creating yours.

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Checklist: How to Host an Effective R&D Day: 5 Key Elements

Use this checklist to ensure the success of your next research and development (R&D) day.

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Westwicke Quiet Periods FAQ

Download our quiet period FAQ to learn how to approach the informal quiet periods at the end of each quarter.

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Checklist: 6 Questions Investors Will Ask to Make a Decision About Your Company

Prepare for investor meetings with this checklist of six common investor questions that you will receive about your company and market opportunity.

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Clinical trial data disclosure can be tricky. This checklist outlines 10 disclosure guidelines to minimize risk and maximize the impact of good news.

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ICR Westwicke Form 8K Checklist

In this chart, we outline the differences between a form 8-K and a press release, so you can easily determine which mode of disclosure is appropriate.

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Westwicke Investor Relations Website Checklist

Today, investors often look to a company’s investor relations website before meeting with management. Make sure your website includes these 12 elements.

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Checklist: 5 Tips for Effective Analyst Communications

Analyst communications play a key role in a company’s success. Use this checklist to maintain effective analyst relationships.

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Do’s and Don’ts for Providing Guidance

Guidance is a key way to signal confidence in your company’s growth and drive credibility. When providing guidance, keep these do’s and don’ts in mind.

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S-1 Checklist

After your S-1 flips public, the SEC requires that you wait 15 days to begin your road show. This checklist outlines what you should do during that time.

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Use this checklist to conduct a perception audit, which can help your company identify areas for improvement and assess how the public views your business.

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Westwicke Checklist: 5 Ways to Improve Your PR Review Process

Every company should have an internal review process for issuing press releases and public information. Here are 5 tips to improve yours.

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6 Core Elements of an Effective IR Plan

As you develop a strong IR plan, consider the following core elements that will help you build a credible reputation with the right audience.

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Your earnings calls present an opportunity to make a good impression and add financial context. Set yourself up for a successful with these best practices.

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Westwicke ICR Checklist Annual Letter

Your annual letter to shareholders is an important piece of communication with your investors. Here are six tips to make it as effective as possible.

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By getting on the road and telling your story to the Street, you’ll experience many benefits. Here are what we consider the top 10 benefits of non-deal road shows.

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To sift through what really matters during a "banker bake-off" and make sure you select the right banker for your company, focus on these five key areas.

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For months, your bankers have helped you plan for your IPO, but here’s what they might have neglected to tell you. Review this checklist so you can navigate your road show with ease.

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Communication is essential — especially when it comes to your investor relations strategy. Avoid making these mistakes when communicating with investors and maintain your reputation.

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The process of going public is anything but simple. Before you make the transition to a public company, evaluate these key areas to determine your IPO readiness.

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This list will help you develop and manage your relationship with investors. Find out how to drive greater value to your shareholders and execute a successful IR strategy.

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Have News to Release?

Find out whether you should file a Form 8-K, issue a press release, or do both by using our easy-to-reference chart, “Form 8K vs. Press Release: What’s the Difference?

 

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