Public Relations

Analyst Briefing Presentation Checklist

By Hilary Castle


Have an analyst briefing on the books? Whether it’s an introductory meeting to get them up to speed on your company or a briefing on an upcoming announcement, it’s important to create the right kind of presentation to guide the conversation.

When building your briefing slides, make sure to give an overview of your company or product while keeping it light. An analyst briefing should be more conversational than a media briefing. Aim to get through your presentation in 15-20 minutes or less, so you leave time for a Q&A.

Use the checklist to identify the key information to include in your analyst presentation.