Share this
by The Notified Team on Dec 16, 2024 5:34:55 PM
Annual general meetings (AGMs) aren’t just a box-ticking exercise - they’re a key moment to connect with shareholders, share updates and build trust.
But pulling off an AGM is no small task. From managing schedules to ensuring everything runs smoothly, there’s a lot to juggle.
But don’t worry! With the right tools and a solid plan, you can turn this high-stakes investor relations event into a smooth, stress-free experience.
Here's your ultimate checklist to help you organize a flawless AGM in 2025.
1. Define Your AGM Format: Virtual, Hybrid, or In-Person? ✅
Decide early on the format for your AGM.
While traditional in-person meetings have their appeal, virtual and hybrid AGMs are now more common. They make it easier for shareholders everywhere to join and boost engagement with live polls, Q&As and online voting.
Pro Tip: Virtual and hybrid formats are more inclusive, helping you connect with retail investors and increase participation.
2. Set Clear Objectives ✅
What’s the main purpose of your AGM? Are you showcasing financial results, outlining your company’s strategic direction or focusing on engaging retail investors?
Setting clear goals helps you keep everything on track and make the meeting meaningful.
3. Secure the Right Tech ✅
The success of your AGM depends on solid and reliable technology.
Make sure you have tools that deliver high-quality webcasting, work across all devices and include features like captions and transcripts for accessibility.
Tech Checklist:
- HD audio/video streaming
- WCAG-compliant accessibility
- Secure, real-time electronic voting
- Branded, user-friendly interface
4. Create a Comms Plan ✅
It’s important to keep your shareholders in the loop at every stage. Share invitations on time, include the agenda and give clear directions on how to join and participate.
Use emails, press releases and even social media to get the message out to your audience.
5. Test Everything (Twice!) ✅
You want everything to run smoothly without any hiccups on the big day, so test your webcast, voting tools and presentation ahead of time.
Doing a practice run with your team can help you catch and fix any issues early.
Testing Checklist:
- Test audio/video quality
- Confirm voting functionality
- Rehearse Q&A and polling tools
6. Focus on Shareholder Engagement ✅
An AGM isn’t just about sharing updates - it’s about building connections.
Keep shareholders engaged with features like live Q&A sessions, polls and surveys to make them feel heard and appreciated.
7. Plan Post-Event Reporting ✅
Make sure you capture valuable insights after the AGM. Use analytics to track engagement, voting results and feedback from shareholders.
These insights will help you improve future AGMs and better meet your shareholders' needs.
Why Choose Notified for Your AGM?
At Notified, we know how important AGMs are - and we believe every company has the power to inform a better world by sharing accurate, transparent and timely information with shareholders.
Here’s how we make your AGM flawless and hassle-free:
- Top-Notch Technology - Our HD webcasting, multi-device support and WCAG-compliant accessibility ensure a smooth experience for everyone involved.
- Seamless Voting - Real-time voting is fully integrated into the platform through GetQuorum, making the process easy for both you and your shareholders.
- Support You Can Count On - Our trusted, expert team is available 24/7 to handle any issues, so you can focus on what’s most important.
- Smart Analytics - After the AGM, we provide detailed insights to help you understand what worked and where you can improve.
Informing a Better World, One AGM at a Time
AGMs are an opportunity to inspire change, connect with your stakeholders and share what your company stands for.
And when you choose Notified, you’re not just planning an AGM - you’re becoming part of a mission to spread the truth, drive change and create a brighter future for everyone.
This is more than just a checklist - it’s your guide to success. So, go ahead and create an AGM that not only meets expectations but exceeds them.
Ready to take the stress out of your AGM? Let’s make it flawless. Request a demo today!
Notified and Torstar Partner To Help Canadian Businesses Expand Visibility
2024 Recap: How Our Clients Are Winning Big
