Sway

Jay Andersen was in touch to remind me that IDC, Hill & Knowlton and the IIAR will host a luncheon meeting for analyst relations professionals at next week’s IDC Directions 2010 in San Jose, Calif.

Advanced registration is required. If you’re involved in analyst relations, at an agency or vendor, you can register for the meeting. Likewise, if you’re between AR-focused jobs, you can register. You’ll also get complimentary access to the full-day IDC conference.

Request your invitation via an email to Peggy O’Neill at peggy.oneill@analystrelations.org. More at IIAR blog.

Big thanks to IDC, the analyst relations practice at H&K, and the IIAR for their generosity in arranging the private luncheon and the free access to the Directions 2010 conference.

Details
Hyatt Regency - attached to Santa Clara Convention Center
Cypress Room
March 10, 2010
12:15 PM - 1:15 PM

12:15PM - 12:30 PM
Crawford Del Prete, Executive Vice President of Worldwide Research, IDC, will provide an overview and highlight the details of IDC’s end user IT research strategy. His presentation will include an update on IDC’s Insights organization, IDC’s MarketScape assessment tool, and the ground breaking IDC Insights Community.

12:30 PM - 1:05 PM
Joshua Reynolds, Senior Vice President, Hill & Knowlton’s global tech practice lead, will present key findings from H&K’s 2009 tech decision maker’s study, the latest insights on the impact of AR on IR and corporate valuation, and the evolving role of AR professionals as they take on Influencer Relations roles in the new social media era.

1:05 PM - 1:15 PM
Peggy O’Neill, Board Member IIAR, will provide a brief update of IIAR initiatives and discuss the benefits of IIAR membership.

Popularity: 12%

Ok, I’ve been heads down on projects all week. However, here are a few tidbits worth noting from the influencer relations world.

Philippe Winthrop, one of my favorite enterprise mobility analysts leaves Strategy Analytics today. You can continue following his adventures at his Enterprise Mobility blog.

Jon Collins, MD and CEO of Freeform Dynamics, is raising funds for Water Aid by running in the Brighton Marathon. More at his Nothing to Declare blog and at JustGiving.

And, if you sometimes doublecheck links to see whether you’re reading about Jon Collins or Jonathan Collins, well, you’re not alone. Just sayin’.

The 2010 Edelman Trust Barometer has raised all sorts of discussion with its findings like this: Trust in social media and mainstream media has dropped like boat anchors, while trust in CEOs has risen. Tech is the most trusted sector. Trust in financial analysts remains high despite their failure to predict/reveal risks big enough to sink nations. Freely available.

Expect to see this latest Edelman Trust Barometer cited as heavily as usual in analyst relations circles. Once again, it puts industry analyst reports (Gartner et al) and business magazine articles as the top most credible, most trusted source of information about companies.

Social media took another big hit this week with findings from a Pew Internet & American Life study on social media and mobile internet use among teens. Blogging has declined sharply among teens and adults under 30. From the summary, “As the tools and technology embedded in social networking websites change, and use of the sites continues to grow, youth may be exchanging ‘macro-blogging’ for micro-blogging with status updates.” Freely available.

Davos is a crucible of influence and influencer relations. My favorite quote this year is from Larry Summers, U.S. presidential advisor: the U.S. is experiencing “a statistical recovery and a human recession” (hat tip WSJ).

Popularity: 21%

Interested in certification as an analyst relations professional? Looking for an analyst relations training course with benefits, such as a certificate of completion? If so, you have several choices for obtaining credentials. Here’s how four AR cert programs stack up, including who offers them, who can take them, what the programs cover, and how much they cost. Plus, some closing thoughts on ROI and funding.

Certification v. certificate of completion

Analyst relations professionals can obtain two types of credentials. It’s important to understand the difference between a certification and a certificate of completion.

Accreditation as a certified Analyst Relations professional: Certification is intended to provide proof of an individual’s overall AR practitioner knowledge. Currently, it requires passing a written test. This designation is the AR equivalent of PRSA’s Accredited in Public Relations (APR) and IABC’s Accredited Business Communicator (ABC) credentials.

Certificate of completion: A certificate of completion provides documented proof that an individual successfully completed a professional development training course in AR. Currently, it does not require passing a written test. This is the AR equivalent of a certificate of completion for a class at a vocational school or college.

The providers: who offers AR certification, training certificates

One professional association and three AR consulting companies offer AR certs:

• Institute for Industry Analyst Relations (IIAR) offers a test to become a Certified Analyst Relations Professional
• Knowledge Capital Group (KCG) offers training with an optional a test to become a Certified Industry Analyst Relations Professional
• Lighthouse AR offers a Certificate of Completion for each of 4 training courses
• SageCircle offers a Certificate of Completion for each of 5 training courses

The IIAR is the only cert provider that does not require candidates to purchase a training course. Instead, the IIAR tests on knowledge they say is best gained on the job and by staying current with the worldwide industry analyst business.

Another difference with the IIAR is that its certification test reflects input from the other 3 cert providers as well as from experienced practitioner members. One consultancy – KCG – provided its entire certification test to the IIAR as raw input.

Training is mandatory for certs from each of the three AR consultancies – KCG, Lighthouse AR and SageCircle. These programs emphasize professional development first; certs are an important yet secondary aspect of their programs. The certification test is an option with KCG. Participants can take the KCG course without completing the certification test.

Attendees will encounter differences in the proprietary courses taught by KCG, Lighthouse AR and SageCircle. Differences can include AR terminology and some of the advocated best practices, tactics and program measurements.

1. Comparing AR Cert Programs at a Glance

2. Comparing the Topical Focus of AR Cert Programs

Cert Programs	Topics
	Detailed knowledge of the industry analyst industry and AR best practices
	Comprehensive understanding of AR professional skills, best practices and processes
	Intro to AR Operational Effectiveness Messaging & Influencing Analysts Selling AR Internally
	AR Social Media Strategy AR Measurement AR-Sales Partnership AR Effectiveness Strategic Issues

3. Comparing Options in Testing & Training

4. Comparing AR Cert Program Activity

Bottomline: What’s the ROI?

None of the providers offers ROI analysis or compelling case studies justifying investments in AR certs. Aside from the IIAR, the providers said that the real value is in the experience of their training courses, rather than in obtaining the actual cert.

In addition, awareness of these certs is very low outside of AR circles. None of the four providers is promoting their certs directly to vendor management or to the high tech marketing industry at large. As a result, making the case to management for the time and money required falls squarely on the AR practitioner.

So what is the value of getting a certificate or being certified as an Analyst Relations professional? The four providers say the value lies in:

• Increasing individual confidence and respect within the AR community
• Raising the standards of the AR profession
• Creating competitive advantage for individual recruitment and promotion
• Establishing a companywide common denominator in AR knowledge, vernacular, practices and processes
• Meeting company or association requirements for ongoing professional development
• Tapping into company funds earmarked for professional development

Please add any other AR certificate or certification programs in the comments. I’ll update the post accordingly.

Popularity: 37%

How can industry analysts start relationships with analyst relations professionals? It’s a question posed every day by every analyst wanting to open doors at tech provider firms. Usually, the goal is sales, research or broadening a professional network. Often, analysts want to build rapport with AR pro’s for all 3 reasons. Two posts offer useful pointers on how to succeed:

SageCircle takes an industry insider view on the sales and research front with today’s post, How can small analyst firms get the attention of analyst relations? [Analyst Question] (disclosure: Tekrati is listed as a key resource)

Mashable offers sound advice on the professional networking front with today’s post, 7 Lessons for Better Networking with Social Media

Having influence in some circles does not automatically open doors in others. That applies equally whether you work at Gartner or as a sole proprietor.

Popularity: 18%

While tech providers have had formal analyst relations programs for 30-odd years, only Gartner and Forrester Research have reciprocated with influencer programs dedicated to vendor AR teams.  GigaOM Pro, the industry research arm of GigaOM, is about to shake up the status quo with today’s formal debut of their Analyst Relations program.

The GigaOM Pro Analyst Relations program shares some expected similarities with the Gartner and Forrester programs. For example, all three programs require members to be involved in some capacity with analyst relations. All three programs also offer basic benefits to their AR participants, such as more in-depth knowledge about research agendas and decision rationale and special opportunities to get to know analysts and management.

So, what’s different about the GigaOM Pro AR program?

1. AR members receive a free, full access GigaOM Pro account.

2. AR members have full read/write community features. This means that AR members can use the community platform — within reason — to comment on GigaOM Pro research findings and engage with analysts and other subscribers.

3. AR members create a public-facing personal profile page, so that all other community members and analysts can get to know them as well. This is a great opportunity for personal branding and networking as an AR professional - not only with GigaOM Pro analysts but also with GigaOM Pro subscribers. Think about that.

4. AR members can leverage the program to build relations with the pool of GigaOM Pro analysts. It’s a constantly changing group of some of the most influential SOHO tech industry analysts and research-driven thought leaders in North America, handpicked and carefully vetted by the GigaOM Pro team.

You should also consider a few cautionary pointers:

• Sleuth the community before you start commenting, just as you would with any professional network.
• If you misbehave — i.e. post inappropriate comments or inappropriate volume of  comments — you may suffer more than having your account closed down. GigaOM attracts a sophisticated and knowledgeable readership. Your company reputation is on the line as much as yours whenever you comment.
• Be clear with everyone in your organization that this is a program designed specifically for people who handle analyst relations. It is not a doorway into GigaOM for press relations or press releases or a ticket to hijack research.

I strongly recommend this program to AR professionals. Check out the FAQ and if you like what you see, apply online. Or contact Mike Wolf, vice president of research at GigaOM Pro, for more information.

Useful Links

GiagOM Pro Analyst Relations Program - Info & Online Application

GigaOM Pro Analyst Relations Program - FAQ

Popularity: 100%

Influence is in the eye of the beholder, and that certainly holds true with the industry analyst bloggers. I wanted to know how the blogs I highlighted at Tekrati during 2009 ranked in Jonny Bentwood’s (Edelman analyst relations specialist) “top analyst blogs” table. I’ve posted the cross-reference below. It’s a good reminder that there’s no single correct list of top analysts. You have to conduct research to figure out which analysts hold sway in a given market.

Jonny and I share a common starting point: the entire analyst blogs directory I publish at Tekrati. From there, we travel along entirely different roads:

• Jonny uses a hybrid qualitative/quantitative method to rank analyst blogs. He looks at stats and applies math.
• I use a purely qualitative approach to recommend blogs to Tekrati readers. I read blogs and choose ones that offer consistently high quality content over time and are written by one or more analysts with solid reputations in their market sector.

I’ve learned a great deal about influencer rankings and attributes this year. Some of that thinking will show up in what makes the cut as a featured blog in 2010.

Tekrati Featured Analsyt Blogs with Technobabble Top Analyst Blog Rank

Blogs are listed in the order they appeared as a Tekrati Featured Analyst Blog during 2009, from early January through next week.

James Govenor’s MonkChips, Redmonk: Technobabble #7
Brandon Hall Analyst Blog - Janet Clarey, Brandon Hall Research: Technobabble #35
ThreatChaos, IT-Harvest: Technobabble #52
Technology Marketing Blog, IDC: Technobabble #288
A Software Insider’s Point of View, (then, Forrester Research) Altimeter Group: Technobabble #20
Craig Mathias’s Blog, FarPoint Group: Technobabble #313
Lopez Research Blog, Lopez Research: Technobabble #376
Pike Research Blog, Pike Research: Technobabble #269
Michael Fauscette (personal blog), IDC: Technobabble #156
Column 2 by Sandy Kemsley, Sandy Kemsley: Technobabble #17
The TEC Blog, Technology Evaluation Centers: Technobabble #145
Unified-View, Unified-View: Technobabble #190
Yankee Group Blog, Yankee Group: Technobabble #68
Enterprise Mobility Matters (personal blog, Philippe Winthrop), Strategy Analytics: Technobabble #152
ABI Research Analyst Blogs, ABI Research: Technobabble #314
GigaOM Pro Blog, GigaOM: Technobabble #350
Thinking Out Loud, Outsell, Inc.: Technobabble #280
Jon Arnold’s Blog, J Arnold & Associates: Technobabble #148
Service-Oriented Architecture, McKendrick & Associates: Technobabble #9
Supply Chain Reaction, (then AMR Research, Inc.) Gartner, Inc.: Technobabble #176
Workplace Learning Today, Brandon Hall Research: Technobabble #5
Vendorprisey (personal blog, Thomas Otter), Gartner, Inc.: Technobabble #47
George F. Colony’s Blog: Counterintuitive CEO, Forrester Research: Technobabble #46
Pattern Finder (personal blog, Guy Creese), Burton Group: Technobabble #135
Supernova Hub, Supernova Group: Technobabble: #159
Parks Associates, Parks Associates: Technobabble: #134
Javelin Strategy and Research, Javelin Strategy and Research: Technobabble #105
The Guidewire, Guidewire Group: Technobabble #115
Rabkin’s ROI, Market Insight Group: Technobabble #343
Gartner - John Pescatore, Gartner, Inc.: Technobabble #40
CCS Insight Blog, CCS Insight: Technobabble #210
Gartner - Jeffrey Mann, Gartner, Inc.: Technobabble #65
SharpBrains, SharpBrains: Technobabble #3

Popularity: 68%

Ten years ago 91 analysts and journalists went on record with their top gripes about vendor briefings and vendor PR representatives - in other words, “AR”. Jeffrey Tarter, then the mastermind behind Softletter, did the research and compiled the results. That report is still useful perspective for analyst relations professionals today. It’s one of the links I’m posting here, part of  what I call the AR historical archive.

For the last few years, I’ve housed this list at the IIAR’s free Yahoo! community for analyst relations professionals. The IIAR plans to shut down that group in December. So I’m posting my archives here. The links are ordered by date.

The link to Jeffrey’s landmark report is at the end of this first section, Analysts on AR.

The second section (next post) puts the analyst business under scrutiny. It contains links to historical journalist and academic content investigating the analyst business.

ANALYSTS ON ANALYST RELATIONS (2007 - 1999)

ES Research Group 02-2007: “Working with Analysts” Free. Dave Stein blogs on analyst/vendor relations from both sides of the aisle

JupiterResearch 12-2006: “Lessons in Analyst Relations” No longer online. Free. Michael Gartnerberg blog post. Softly supports dedicated inhouse AR over other models. Original link:
http://weblogs.jupiterresearch.com/analysts/gartenberg/archives/2006/12/lessons_in_anal.html

AMI-Partners 11-2006: “7 Ingredients for a Winning Analyst Relations Program” Free. Reprint of Laurie McCabe’s out-of-print Kensington Group article, at the ARmadgeddon blog

RedMonk 11-2006: “Interview with James Governor, RedMonk” Free. Interview transcript on Helzerman’s Odd Bits Blog; scroll down to “Analyst Relations 101″ portion in particular.

Security Incite 11-2006: “Analyst Relations - Vendor Pet Peeves” and “Top 5 ways to piss Mike off” Free. Mike Rothman blogs on ”a couple of other things that annoy me about dealing with vendors”. And, the top 5 things vendors do that they shouldn’t.

Forrester Research 11-2006: “Analyst Models Are Key To Briefing Impact” $. Research Brief. Accommodate market models used by analysts, to improve likelihood of a successful briefing. By Kevin Lucas.

Forrester Research 10-2006: “The Three Archetypes Of Industry Analysts” $. Research Brief. How To Identify And Work With Advocates, Strategists, Evangelists. By Ray Wang.

Forrester Research 8-2006: “Five Steps For AR To Improve Credibility With Product Teams” $. Research Brief. This report focuses on five best practices for earning credibility with product teams. By Ray Wang.

Forrester Research 7-2006: “How to get a briefing at Forrester” Free. Charlene Li’s candid blog post with personal and general perspectives.

Burton Group 3-2006: “Gartner: Speedtalk for 30 Minutes” Free. Guy Creese’s blog jabs Gartner, then explains 3 common mistakes dogging vendors attempting to brief analysts.

Gartner 9-2005: “This is Ground Control to PR Tom” Free. Andy Bitterer blogs on understanding analyst coverage to target the right analysts.

Enderle Group 11-2004: “Building a Vendor Advisory Council” Free. Rob Enderle’s whitepaper defining the goals, methods, and measurements for building a successful analyst advisory council for a supplyside company.

Saugatuck 7-2004: “Reviewing Vendor Analyst Relations Management” No longer online. Free. 3 common, expensive mistakes: not deeming AR strategic; spending too much money on research; using PR firms for AR. By B. Guptill. Original link: http://www.saugatech.com/151view.htm

Giga Information Group 4-2003: “Analyst Relations: In-House or Outsourced to a PR Firm?” $. Idea Byte. AR should be internally staffed, or at least centrally managed, by experienced personnel rather than outsourced to PR, and the factors driving this become more pronounced as the company grows in size and complexity. By Rob Enderle.

Softletter 10-1999: “The Decline and Fall of Public Relations” Free. 91 reporters, editors, and analysts share specific rants about vendor PR. Compiled by Jeffrey Tarter.

Popularity: 15%

Seth Godin recently pointed out the benefit of focusing on just one thing — being a “wallah” — as opposed to trying to do a little bit of everything. Being a wallah means focusing on excelling in one particular area of business. That strikes a chord with me and the evolution I see for analyst relations within tech marketing.

Today, most people see analyst relations as being all about the analysts. If you do analyst relations, they see you as the analyst wallah. You get the analysts to think, say and publish positions that benefit your business objectives. And you bring information back from the analysts that benefit your business objectives.

What I foresee is a shift from being the analyst wallah to being the relations wallah. Getting people across the company to build mutually beneficial 1-to-1 relationships with different kinds of decision-maker influencers. You mentor and support and measure the relationships that benefit your business objectives.

AR will continue to play a vital role in tech companies for years to come. Applying the AR skill set not only to analysts but also more broadly is a logical evolution for this role. For each of us it comes down to this: What kind of wallah do you want to be?

Popularity: 6%

There are several good reasons to replace the terms “influencer” and “influencer marketing” in the marketing vocabulary. What are the best  alternatives? I don’t know the answer, however I see signs of a backlash against misuse and abuse of these terms.

What are the issues with the word influencer?

To start, not everyone likes being branded as an influencer. As Evan Quinn so often tells me (and I’m not the only one), many analysts bristle under the “influencer” label.

Then too, there’s the growing confusion around who is an “influencer”.  As Duncan Brown so often says, not everyone is an influencer. You can’t transform anybody into an influencer. Finding influencers is just not that easy, even in the wild west of social media.

Finally, as Nick Hayes says, “None of us has ever seen anybody with a business card that says ‘Influencer’.”

By contrast, there are the outstanding examples where the terms are applied appropriately and best practices applied flawlessly.  Case in point: Don Bulmer’s program at SAP. Such clearcut instances are more exception than norm.

The right words are out there. If we pay attention, we’ll recognize them when we hear them.

Popularity: 28%

Analyst relations is entering a time when the tech industry not only acknowledges – but celebrates – the rich diversity of decision-maker influencers. This shift to influencer marketing presents new opportunities for transforming AR programs and careers. Many of the skills that contribute to successful analyst relations translate smoothly to relations with other types of influencers.  And some skills do not. Building a checklist of AR skills is a good way to see where you stand.

A skills checklist can help you focus objectively, analyzing which skills have greatest value across the influencer relations spectrum and which are valuable only within classic AR. Plus, the process of creating the checklist can help reveal any significant gaps in skills, whether in AR or broader influencer relations.

Here’s a example of how I would build it:

Analyst-to-Influencer Relations Checklist

Skill: Influencer Profiling
Portable: Yes
Value beyond AR (0 to 10): 10
Assessment: Analyst relations provides a good model for developing influencer profiles. Typical AR profiles of analysts contain descriptive biographies, real-time media citations, blogs, reports and other recent publications, appearances, past and current consulting / services contracts, and ties to competitors.

Skill: Matching influencers with relationship owners
Portable: Yes
Value beyond AR (0 to 10): 10
Assessment: AR routinely matches analysts with company representatives for specific projects. They also do this for sustained relationships, as in executive buddy programs. Matches take into account the obvious – title, breadth and depth of technical expertise, shared experience, language – as well as subjective qualities leading to a healthy chemistry.

Skill: Cultivating influencer relationships
Portable: Yes
Value beyond AR (0 to 10): 10
Assessment: AR understands how to work with both analysts and internal stakeholders to help initiate, nurture and maintain relationships.

Skill: Mutual influence
Portable: Yes
Value beyond AR (0 to 10): 10
Assessment: Best-in-class AR professionals are skilled at facilitating analyst-vendor contact where the outcome is mutual influence. Much of this is achieved by structuring engagements as two-way dialogues and driving follow-through.

Skill: Ranking methods
Portable: No
Value beyond AR (0 to 10): 3
Assessment: The concept of ranking influencers on a relative scale is valuable. However, AR ranking methods rooted too deeply in an apples-to-apples context are not useful when ranking diverse influencers relative to each other.

And so on. I can easily think of 20 AR skills for evaluating this way.

This exercise is a good sanity check for career purposes as well.

Please let me know if you use this idea and build your own AR-to-Influencer Relations checklist. Or if you’d like my help.

Popularity: 10%