Guide to Investor Reports for Early CEOs

By David Dodson
2019 | Case No. E678 | Length 5 pgs.
How much information is enough, when it comes to investor reports? For early CEOs, this white paper offers practical advice and best practices on the preparation of these reports. The best reports, the white paper argues, focus on essential information, presented in a clear and transparent manner. This information would include key performance indicators, for instance, but also capture operational details that might not be included in the standard financials. The white paper lays out a clear format for writing these reports, with details on what to include in the main body of the report as well as the appendices.

Learning Objective

Early CEOs and those learning to be CEOs one day will gain a better understanding of how to structure their investor reports, and what information to focus on for maximum readability and clarity.
This material is available for download by current Stanford GSB students, faculty, and staff, as well as Stanford GSB alumni. For inquires, contact the Case Writing Office. Download