Research — SEPTEMBER 16, 2025
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.
In this Playbook, 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.
This article was written in association with IR Impact. 