Creating a well-organized quarterly media briefing packet helps companies maintain strong relationships with journalists and secure valuable media coverage. Public relations professionals must carefully select and present company information that matters most to media contacts while making the content accessible and engaging. A strategic media packet includes key business updates, product announcements, executive news, and supporting materials that tell a compelling story about the organization’s progress and achievements. This comprehensive guide will walk through the essential components and best practices for developing an effective quarterly media briefing packet that generates results.

Core Components of a Quarterly Media Briefing Packet

The foundation of any successful media briefing packet starts with including the right mix of information that journalists need. At minimum, your packet should contain:

Contact Information
Place media contact details prominently at the start of the packet, including the name, title, phone number, and email address of your communications team members who can field inquiries. Make it simple for journalists to quickly connect with the right person for follow-up questions or interview requests.

Executive Summary
Open with a one-page overview highlighting the most newsworthy updates from the quarter. Focus on 3-4 key developments that showcase company momentum and growth. Keep the language clear and concise, avoiding industry jargon. This gives time-pressed journalists a quick snapshot of your most important news.

Company Background
Include a brief company description (1-2 paragraphs) covering your mission, key products/services, target markets, and notable achievements. While many journalists may already be familiar with your organization, this provides helpful context, especially for new media contacts.

Highlighting Key Business Updates and Milestones

The heart of your quarterly briefing packet should spotlight significant company developments that occurred during the period. Focus on newsworthy items such as:

Financial Performance
If your company is public, include key metrics like revenue growth, profitability, and market expansion. For private companies, highlight relevant growth indicators without disclosing confidential details. Put numbers in context by comparing to previous periods or industry benchmarks.

Strategic Initiatives
Detail progress on major corporate initiatives, partnerships, acquisitions, or operational improvements. Explain how these moves advance company objectives and create value. Include specific examples and outcomes where possible.

Awards and Recognition
Feature notable industry awards, rankings, or recognition received during the quarter. This third-party validation helps establish credibility. Briefly explain the significance of each accolade.

Product and Service Updates

Keep media informed about your latest product developments and innovations:

New Product Launches
Describe new offerings introduced during the quarter, including key features, target users, and market opportunity. Focus on what makes the product unique and newsworthy.

Product Enhancements
Highlight significant updates or improvements to existing products. Explain how these changes benefit customers and advance your competitive position.

Product Pipeline
Preview upcoming releases planned for the next 1-2 quarters, being careful not to disclose confidential information. This gives journalists a sense of future developments they may want to cover.

Executive Updates and Leadership News

Changes and achievements among company leadership often interest media contacts:

New Executive Appointments
Announce any C-suite or senior leadership additions, including brief professional backgrounds and responsibilities. Explain how these leaders will help drive company strategy.

Speaking Engagements
List notable conference presentations, media appearances, or thought leadership activities by executives during the quarter. Include quotes or key messages delivered.

Industry Leadership
Feature ways executives are shaping industry direction through board positions, policy work, or other influence. This positions them as credible expert sources.

Supporting Materials and Assets

Enhance your briefing packet with supplemental content that brings the story to life:

Visual Assets
Include high-resolution company logos, executive headshots, product images, and other relevant visuals. Provide clear file names and usage guidelines.

Customer Success Stories
Feature 1-2 brief customer case studies demonstrating real-world impact. Include specific results and customer quotes when possible.

Data and Research
Share relevant market research, industry statistics, or company data that supports your narrative. Present information in easy-to-digest charts or infographics.

Formatting Best Practices

How you structure and present information is crucial for readability:

Clear Organization
Use descriptive section headers, bullet points, and white space to make content scannable. Place most newsworthy items first in each section.

Professional Design
Maintain consistent fonts, colors, and formatting aligned with brand guidelines. A polished look reflects well on your organization.

Digital Optimization
Provide both PDF and Word versions. Include clickable links to online resources. Optimize file sizes for easy sharing.

Distribution Guidelines

Consider these tips for effective packet distribution:

Timing
Send packets 2-3 weeks before quarter end to give media time to develop stories. Follow up personally with key contacts.

Customization
Tailor packet contents for different media segments (business press, trade media, etc.) based on their interests and coverage areas.

Access
Make packets available in your online newsroom. Consider using a media distribution platform for broader reach.

Measuring Impact

Track these metrics to gauge packet effectiveness:

Media Coverage
Monitor quantity and quality of resulting coverage. Note which updates generated most interest.

Journalist Engagement
Track reporter queries, interview requests, and other follow-up stemming from packet distribution.

Message Pull-Through
Assess how well key messages appeared in coverage. Identify opportunities to strengthen future communications.

Next Steps for Communications Teams

To create an effective quarterly media briefing packet:

  1. Start planning 4-6 weeks before quarter end
  2. Gather inputs from key internal stakeholders
  3. Draft content focused on newsworthy developments
  4. Include compelling visuals and supporting materials
  5. Format for easy reading and reference
  6. Distribute strategically to target media
  7. Track results and refine approach each quarter

A well-crafted media briefing packet serves as a valuable resource for journalists while advancing your organization’s communications goals. Focus on providing clear, compelling information that helps media contacts understand and share your company’s story.

Remember to regularly assess what’s working and adjust your approach based on feedback and results. With careful planning and execution, your quarterly briefing packet can become an essential tool for building strong media relationships and securing positive coverage.

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Ronn Torossian is the Founder & Chairman of 5W Public Relations, one of the largest independently owned PR firms in the United States. Since founding 5WPR in 2003, he has led the company's growth and vision, with the agency earning accolades including being named a Top 50 Global PR Agency by PRovoke Media, a top three NYC PR agency by O'Dwyers, one of Inc. Magazine's Best Workplaces and being awarded multiple American Business Awards, including a Stevie Award for PR Agency of the Year. With over 25 years of experience crafting and executing powerful narratives, Torossian is one of America's most prolific and well-respected public relations executives. Throughout his career he has advised leading and high-growth businesses, organizations, leaders and boards across corporate, technology and consumer industries. Torossian is known as one of the country's foremost experts on crisis communications. He has lectured on crisis PR at Harvard Business School, appears regularly in the media and has authored two editions of his book, "For Immediate Release: Shape Minds, Build Brands, and Deliver Results With Game-Changing Public Relations," which is an industry best-seller. Torossian's strategic, resourceful approach has been recognized with numerous awards including being named the Stevie American Business Awards Entrepreneur of the Year, the American Business Awards PR Executive of the Year, twice over, an Ernst & Young Entrepreneur of the Year semi-finalist, a Top Crisis Communications Professional by Business Insider, Metropolitan Magazine's Most Influential New Yorker, and a recipient of Crain's New York Most Notable in Marketing & PR. Outside of 5W, Torossian serves as a business advisor to and investor in multiple early stage businesses across the media, B2B and B2C landscape. Torossian is the proud father of two daughters. He is an active member of the Young Presidents Organization (YPO) and a board member of multiple not for profit organizations.