Quarterly report to shareholders: survival kit

November 20, 2019


We continue reflecting on daily challenges of departments’ heads and managers. In their hectic professional lives some ‘survival kits’ may prove to be handy. One of the kits contain the tips on how to prepare yourself for a quarterly report to shareholders. Feel free to use these tips while preparing your next report. We believe they will make your job a little bit easier!


How to get through a quarterly report to shareholders?


Just imagine this: a worklife of any manager is in itself a hectic marathon with multiple obstacles. Yet, every six months this hurdle race is additionally interrupted by the necessity to present shareholders with a quarterly report. Such a report is not a simple formality. In principle, shareholders assure workflow but they also can cut it off at any moment. This is enough to make anyone feeling nervous. How to ensure that shareholders get a positive general picture? How to make clear that some inevitable minor flaws are actually nothing else but  deferred perspectives?


The key to success is the perception of the shareholders as your allies: you are in the same boat with these people; no one wants to drown you by asking for additional indicators or posing some tricky questions; you work together and you have a major common interest - the well-being of the company.


If you are mentally well-prepared to a meeting with your shareholders, you will be able to avoid irrational and illogical fear of delivering your report. The following tips may help you feel more confident.


  1. The best way to secure your success is to be a true expert on the relevant matter: you can wake up in the middle of the night and easily provide any information related to the case.

  2. Rehearse your presentation well ahead of a planned day. It would be much better if you can do it in front of someone and not just a mirror.

  3. A good tactic is to arrive early. In this way you achieve a psychological effect: people come to YOU and they come ​​to listen to YOU ​​as an expert. This provides additional confidence. 

  4. As soon as your presentation starts, make sure you have a friendly and confident smile on your face (at least, your eyes should radiate it). 

  5. Try to ensure that there are no physical barriers between you and your audience, such as a pulpit or a table.

  6. There are a million reasons for your nervousness; what may help you to feel more confident is the realisation that not many people in your audience are able to detect it. Most of it is completely invisible.

  7. During the presentation, no matter how serious it is, add a couple of relevant jokes. This relaxes the atmosphere, and helps you to feel more confident.

  8. While preparing your presentation, try to think about possible questions and your answers.

  9. If suddenly you do not know an answer to a particular question, do not panic and do not try to make up something in a hurry. Even the best experts do not know everything. You can always say: “Let’s get back to this question a bit later.”


And what about your ‘survival kit’? Do you have one? Would you mind telling us about some situations when such a kit came in handy?


Haven’t got your own ‘survival kit’ yet? Then, you may like to have a look at our public speaking guide, where you will find some tips on poses and gestures you may consider employing during your presentation to feel and look more confident!


“All the world’s a stage,

And all the men and women merely players…”

(W. Shakespeare, As You Like It)


We believe that each and every one of us is not only a leading actor but first and foremost a writer of our own destiny. Overwhelmed by life events, we may unintentionally forget that we are the sole playwrights of our own lives. We may even unwittingly drop or lose the thread of our unfolding life story. Then, we start questioning ourselves and let others do the writing for us. Doesn’t this happen to all of us occasionally? The best thing we can do is to resume the leadership as soon as we can: only we should write the play of our life!  


With the renewed confidence and new skills, we design new perspectives. Coaching and training are the best instruments we use to achieve this goal.






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