BUSINESS PROPOSALS &

ANALYTICAL REPORTS

-Huzefa A Chiniwala-Yuvraj Lal-Mufaddal Zaveri-Josh Domingues

LEARNING OBJECTIVES

• Compose Complex Business Proposals & Reports

• Organize Information• Choose Pattern of Organization• Draft & Revise Analytical Reports• Choose an Appropriate Organizing

Pattern• Increase Document Readability

BUSINESS PROPOSALS

•To get the project accepted

•To get the writer of the proposal accepted to do the job

ESSENTIALS FOR GOOD PROPOSALS

• Defining Problems

• Solution to the problems

• What will you provide

• Delivering your promise

• Benefits offered

• Deadline

• Cost

November 12, 2010Sen Lee Chang, PresidentTel-Direct Systems INC100 Bloor StreetToronto, ON, M4F 2C5 Dear Sen Lee Chang,

Thank you for considering Communicore for your training needs. Based on our conversation last Friday, I am pleased to propose this preliminary outline of the customer service workshop, and to suggest ways to maximize your return on investment. Workshop OverviewThe two-day Customer service strategies workshop encourages participants to define and refine the criteria for superior customer service.During the workshop, participants will:Self-Assessment, Goal setting exercises• Role-Play, Active listening• Analyze and identify excellent customer service attitudes and behaviour• Identify and apply conflict negotiating models• Set a goal for further developmentDepending on participants’ preference, we can begin at 8 or 9 A.M., and finish at 4 or 5 P.M., attached is a proposed agenda for your approval MethodsUsing a variety for interactive services-including case analysis, taped role play, peer feedback, and self-assessment, your employees will review, describe and apply behaviours to build customer relationships.

I would like to visit your location for a few hours to observe your training representatives and customize the content according to it. This complimentary needs assessment will also allow me to gather information about current practices, and see your training facilities. 

ResourcesThe participants will need uninterrupted time during the workshop. Because people will be working together and moving around, they will need group seating, four to a table, and enough room to comfortably accommodate 16 people. We will also need a projector, and screen; participants will need writing material, a USB key and one flip chart per table. We will bring our own camera and laptops.

QualificationsOur facilitators offer over 20 years of training experience, and expertise and accreditation in adult education principles, business and interpersonal communication skills. I have attached client reviews for our most training workshops. You can also visit our website www.communicore.com CostsThe needs assessment is free. The cost for training, including customized content, material, exercise, interactive facilitation, evaluation, summary and recommendations specific to your organization is $6,000, plus GST.

Once again thank you for your interest and consideration. At your convenience please call me or email me about your proposed employee training.

Sincerely,

Kathryn HughesPresident 

Analytical Reports

Common Features of all Analytical Reports

• Introduction• Conclusion • Recommendation

Feasibility ReportsMain Purpose:

To show that a business idea is financially sound

• Assesses practicality based on certain criteria

• Evaluates alternatives• Weighs all alternatives based on the

given criteria

Sample Feasibility Report*Recommendations*

A.Business Description(Summary)B.Products & ServicesC.LocationD.Market AnalysisE.Competitive AnalysisF. FinancialsG.ConclusionsH.AppendixI. References*Recommendations*

Justification Reports

Main Purpose:To justify or recommend an

investment, hire or change in policy

Receptive1.What are you asking for and

why2.Defining the Problem3.Explain all solutions4.Summarize your

recommended action5.Ask for the action you want

Reluctant1.Describe the problem2.Prove that less expensive solutions will

not solve the problem3.Present solutions impersonally4.Show that advantages outweigh

disadvantages5.Summarize your recommended action6.Ask for the action you want

Organizing Informatio

n

ORGANIZING INFORMATION

• General to particular

• Chronological

• Comparison or Contrast

• Problem-Solution

• Elimination of Alternatives

• Geographic

• Functional

General to Particular

• A problem that is new or already exists in an organization

• Divide the problem into smaller parts and find solutions for each of them

ChronologicalRecords Events in the order of occurrence

Comparison or Contrast

• Discuss strength and weaknesses of the solution

• Feasibility studies are usually this pattern

Problem-Solution

Elimination of Alternatives• Discuss Impractical Solutions first

• Why it won’t work• End with the most practical solution

Geographic

Discuss Problems and solutions by their physical arrangement

Functional

Discusses problems and solutions of each functional unit

What we learned today

• Writing Business Proposals• Feasibility and Justification reports• Organizational Pattern

Finally learned how to write a business proposal and analytical report