{
  "id": "workflow:shareholder-engagement-cycle",
  "_kind": "Workflow",
  "_file": "workflows/workflows/workflows-investor-relations.yaml",
  "_cluster": "workflows",
  "attributes": {
    "displayName": "Shareholder Engagement Cycle",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "semi-annually",
    "complexity": "cross-team",
    "description": "Manages proactive shareholder engagement between earnings cycles --\nanalyzing shareholder register changes and ownership concentration\nshifts, scheduling non-deal roadshow meetings with target institutional\ninvestors, preparing investor-day presentations with deep-dive\nbusiness-unit content, tracking investor feedback themes and sentiment\nevolution, coordinating proxy-season engagement on governance and ESG\nproposals, benchmarking shareholder-engagement cadence against peer\ncompanies, and maintaining the investor CRM with contact history and\npreference profiles. Produces shareholder engagement summary and investor\nfeedback report. Excludes proxy solicitation execution.\n"
  },
  "outgoingEdges": [
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "role:planner",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "role:engineering-manager",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "role:data-scientist",
      "kind": "involves_role",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "skill-area:data-quality",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "skill-area:python-data-pipelines",
      "kind": "requires_skill_area",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "domain:finance",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "domain:public-relations",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "domain:sustainability-esg",
      "kind": "applies_to_domain",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "responsibility:data-quality-monitoring",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "responsibility:vendor-evaluation",
      "kind": "triggers_responsibility",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "org-unit:investor-relations",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "org-unit:finance-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    },
    {
      "from": "workflow:shareholder-engagement-cycle",
      "to": "org-unit:esg-sustainability-team",
      "kind": "performed_by_org_unit",
      "attributes": {}
    }
  ],
  "incomingEdges": []
}