Mid-year is the perfect moment to review the results of your investor relations (IR) activities and plan for the next two quarters to ensure a successful second half of the year. Reflection combined with recalibration enables you to improve marketing efforts, as well as tweak how you present and share your company’s story.

As with everything, planning well in advance can alleviate most of the anxiety associated with periodic reporting requirements. First, identify the date to report earnings and work backwards with your IR advisor to coordinate timelines, logistics, results and remarks. Internally create a protocol list of who is responsible for specific deliverables and check in periodically to ensure everyone is on task.