IRO SKILLS


KPIs: Determining the Impact of Your IR Initiatives


Identifying metrics and measuring progress is a key component of an effective IR program. BY NICOLE NOUTSIOS


I


dentifying and tracking your investor relations (IR) plan’s key performance indicators (KPIs) not only helps your department stay focused but


can also reinforce the value of the team to the entire organization. However, determining what KPIs to measure is not


always straightforward. Te majority of IR programs use a mix of qualitative and quantitative metrics that are typically driven by market cap and include both short-term and long-term goals.


niri.org/ irupdate KPIs are not the same across organizations because


what counts as success at one company doesn’t neces- sarily count at another — it depends on the specifics of the company, including its industry. Customize the metrics to reflect the strategic


priorities of your company, while still being aware of what is beyond the control of the IR function. For example, using your stock price as a measure of success can be misleading without taking into con- sideration overall bull/bear market conditions and


IR UPDAT E ■ S UMMER 2 0 24 2 5


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