Playbook: How to conduct impactful scenario plans

Imagine walking into a meeting with a tier-one investor and offering a long-term view into how supply chain disruption might affect your company. Or being able to give your analysts data-backed insights into how your firm and board will manage interest rate changes looking years ahead. Imagine the power that a multi-year view on everything from geopolitical tensions to a miss by a peer could inject into your IR program. That is exactly what modern scenario planning offers: the ability to manage multiple themes across a lens of five, 10 or up to 15 years and, when the landscape shifts, having the solutions that allow you to adjust your planning quickly. And the benefits are huge – both internally and externally.

Playbook: How to conduct impactful scenario plans


In this IR Impact Playbook, written in association with S&P Global Market Intelligence, you will:

  • Find out how IR teams are using data-driven scenario planning to better shape their messaging, combined with competitive differentiation to compete for capital
  • Explore the broad benefits that modern, agile scenario planning offers – from internal communications to sell-side and buy-side management and more
  • Learn how to keep these scenarios alive, agile and flexible, evolving with your risks and opportunities
  • Access a step-by-step guide to producing the best scenario planning for strategic investor relations
  • Discover how to make sure this is a positive exercise – opportunity as well as risk – that elevates the IR role internally and externally.

This playbook includes exclusive data collected from IROs about how they manage scenario planning, step-by-step checklists for how to consider your own scenario-planning process and an interview with an investor about their perspective on the practice.

Upcoming events

  • Briefing – Making your 2026 investor meetings count
    Thursday, October 30, 2025

    Briefing – Making your 2026 investor meetings count

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 3.00 pm GMT / 4.00 pm CET DURATION 45 minutes About the event After a year of rapid technological advancements and significant macroeconomic change, it’s more important than ever for IR teams to maximize the impact of their…

    Online
  • Corporate Governance Awards
    Thursday, November 6, 2025

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US
  • Corporate Governance Forum
    Thursday, November 6, 2025

    Corporate Governance Forum

    The Corporate Governance Forum is back in New York on Thursday, November 6 to help corporate secretaries and general counsels improve board oversight and share governance best practices in a rapidly changing environment. We evaluate the implications of recent market and regulatory changes on the role of governance professionals and…

    New York, US

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