Investor Day Planning Pack

When to use this

Investor days mix high-stakes content with high-touch logistics. This pack covers both, plus the often-forgotten post-event follow-up to attendees.

# Investor Day — Planning Pack

**Date:** [Date]   **Venue:** [Venue]   **Sponsor:** [CEO / CFO]   **Lead:** [Head of IR]

## Audience
- Attendees: [N]   Buy-side / sell-side / press split: [%]
- Webcast registrations: [N]
- Distribution of investors by holding size: [note]

## Narrative arc
1. Where we are
2. What we've learned this year
3. Where we're going (and why)
4. How you'll measure us against this

## Speakers and slots
| # | Topic | Speaker | Duration | Slides due |
|---|-------|---------|----------|-------------|
| 1 |       |         |          |             |

## Content milestones
- T-12 weeks: outline locked
- T-8 weeks: first full draft of every deck
- T-4 weeks: rehearsal 1 with full leadership team
- T-2 weeks: rehearsal 2, on-stage at venue if possible
- T-3 days: final lock, no changes after this point

## Logistics
- Venue: capacity, accessibility, AV
- Catering: dietary, allergens, halal / kosher / veg
- Hospitality: pre-event reception, post-event drinks
- Webcast: dry-run, embargo lift, transcript posted

## Comms
- Press release: drafted T-4 weeks, embargoed until [time]
- Materials posted to website: at start of event
- Q&A on the day: chaired by [Name]; pre-submitted questions weighted

## After
- Within 24h: thank-you to all attendees with replay link
- Within 7 days: investor feedback summary to leadership team
- Within 30 days: retrospective and next year's date locked