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

  • Workshop – Capital allocation: Bridging strategy, communication and investor confidence
    Wednesday, September 17, 2025

    Workshop – Capital allocation: Bridging strategy, communication and investor confidence

    Key principles of effective communication on capital allocation Develop and communicate your capital allocation strategy in today’s environment Capital allocation is at the core of value creation and a key component of your equity story. An effective and well-communicated capital allocation strategy provides investors with conviction around your ability to…

    Zurich, Switzerland
  • 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 06, 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

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