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Healthcare Company – evolving the AGM

Project management | Event design | Technical production | Q&A management | Logistics | Venue management | Live broadcast

The Context

We were tasked with planning and organising a hybrid 2022 AGM for this longstanding healthcare client.

 

 

 

 

The Project

Shareholders were given the choice to attend in person, via a bespoke online platform with voting and question rights, on the telephone or via Zoom. This meant there were four different channels available for attendee questions. Given the complexity of this process, we recommended the use of an external question moderator to support the Chair with the logistics and different question formats, leaving the Chair free to concentrate on the important part of providing answers.

We used the online platform’s question management software to group the questions by topic to allow for a streamlined, efficient meeting. A support team was on hand backstage before and during the meeting to organise and deliver the questions.

Although nobody joined the meeting via Zoom in 2022, there had been take-up for this feature in 2021. Our client has fully embraced making their AGM as inclusive and efficient as possible for all its shareholders.

The Outcome

The online experience was carefully managed throughout the shareholder journey, from pre-planning through to execution. The result was a seamless and engaging experience for both in-person and online attendees.

 

 

Testimonial

“Thank you to Claire and the team. From the planning meetings to execution, I really can’t fault how on top of everything they have been. I felt extremely relaxed in the run up, knowing they were on top of the production side of the day. A huge thank you to them all.”

 

 

 

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