Community Banks
Corporate Governance
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1.
Do you have defined, measurable goals for your IR activities?
Yes
No
2.
Do you have a clearly stated, written corporate strategy statement that all corporate spokespersons can consistently communicate?
Yes
Usually Consistent
Occasionally Sound Similar
3.
Do you test the market for its understanding of your strategy?
Yes
Occasionally
No
4.
As you approach quarterly disclosures, do you review your resuland near term tactics using your strategy as a filter for decision making?
Formal Process
Informal Conversations
Focus on Estimates
5.
Do you obtain feedback on the quality of the information you provide to the markets?
Yes
Occasionally
No
6.
Do you test the understanding by the capital market and your shareholders of your organization's strategy?
Yes
Occasionally
No
7.
How do you think your IR Program compares with that of your peers?
Best in Class
On Par
Lagging
Minimum Effort
8.
How well do you perform the following tactics (on a scale of 1 to 5):
Do you regularly present your IR plan and objectives to the Board of Directors?
Never or Infrequent
Inconsistent
Good - Monitor Best Practices
Well - Informal Feedback
Very Well - Validated Regularly
Do you plan a calendar of IR meetings and 1:1's to a defined and targeted new investment group each year?
Never or Infrequent
Inconsistent
Good - Monitor Best Practices
Well - Informal Feedback
Very Well - Validated Regularly
Have you undertaken a market perception analysis of your strategy and credibility?
Never or Infrequent
Inconsistent
Good - Monitor Best Practices
Well - Informal Feedback
Very Well - Validated Regularly
Do you deliberate and document anticipated questions and issues prior to a meeting/teleconference?
Never or Infrequent
Inconsistent
Good - Monitor Best Practices
Well - Informal Feedback
Very Well - Validated Regularly
Do you discuss governance practices with major shareholders?
Never or Infrequent
Inconsistent
Good - Monitor Best Practices
Well - Informal Feedback
Very Well - Validated Regularly
9.
Please let us know how to contact you:
Name:
Company:
Phone:
Email:
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