IR Playbook

One document. Your story. Your Investment Case.

Clear execution strategy recommendations and guidelines for consistent and effective engagement.

Your complete approach to investor communications.

Objectives. Key messages. Audience strategy. Content guidelines. Communication calendar. Roles and responsibilities.

Everything in one place. Clear. Actionable.

What is it

KPIs. Feedback mechanisms. Review schedule.

Measurement

Who does what. Internal team. External support.

Roles and Responsibilities

Financial reporting dates. Regular updates. Event-based communications.

Communication Calendar

What content gets created. When. By whom. Style guidelines.

Content Strategy

Digital platforms, ASX announcements, investor presentations, direct meetings. Protocols for each.

Communication Channels

Your core narrative. Investment thesis. Strategic themes. Proof points.

Key Messages

Institutional investors, retail investors, analysts, stakeholders. What each group needs.

Audience Analysis

What you're trying to achieve with investor communications.

Objectives

One narrative.
Everything you say to the market reinforces the same story.

Clear protocols.
Everyone knows what to communicate, when, and how.

Consistent messaging.
Your tone, language, and themes stay aligned across all channels.

Why it works

Let's have a straightforward conversation about your IR needs.