Ch10 Formal Reports

Embed Size (px)

Citation preview

  • 7/29/2019 Ch10 Formal Reports

    1/32

    Essentials of Business Communication, Second Edition Ch. 101

  • 7/29/2019 Ch10 Formal Reports

    2/32

    Essentials of Business Communication, Second Edition Ch. 102

    Organizing InformalProposals (1)

    1. Introduction must provide a "hook" to

    capture the reader's interest.

    2. The Background section identifies

    problems and discusses the goals of

    project.

    3. Proposal discusses the plan for solving

    the existing problem.

  • 7/29/2019 Ch10 Formal Reports

    3/32

    Essentials of Business Communication, Second Edition Ch. 103

    4. The Staffing section describes the

    credentials and expertise of project

    leaders.

    5. Budget indicates project costs.

    6. Authorization asks for approval to

    proceed.

    Organizing Informal Proposals (2)

  • 7/29/2019 Ch10 Formal Reports

    4/32

    Essentials of Business Communication, Second Edition Ch. 104

    Differ from informal proposals in size and

    format but not in style

    In addition to the 6 basic parts, might also

    include: copy of the RFP, letter of

    transmittal, abstract and/or executive

    summary, title page, table of contents,figures, and appendix

    Organizing Formal Proposals (1)

  • 7/29/2019 Ch10 Formal Reports

    5/32

    Essentials of Business Communication, Second Edition Ch. 105

    Researching Secondary Data (1)

    Print Resources

    Books

    Periodicals

    Bibliographic indexes (print, CD-ROM,

    and Web-based)

  • 7/29/2019 Ch10 Formal Reports

    6/32

    Essentials of Business Communication, Second Edition Ch. 106

    Electronic Databases

    Magazine, newspaper, and journal articles

    Newsletters, business reports, company

    profiles, government data, reviews, and

    directories

    Researching Secondary Data (2)

  • 7/29/2019 Ch10 Formal Reports

    7/32

    Essentials of Business Communication, Second Edition Ch. 107

    The Internet: World Wide Web

    Web Opportunities and Frustrations: wide

    range of organizational and commercialinformation

    Web Browsers and URLS

    Search Tools

    Researching Secondary Data (3)

  • 7/29/2019 Ch10 Formal Reports

    8/32

    Essentials of Business Communication, Second Edition Ch. 108

    How to Become a Savvy

    Web Researcher (1)

    Understand the AND/OR default and the

    significance of quotation marks

    Prefer uncommon words as search terms.

    Omit articles and prepositions

    Know your search tool; use FAQs and

    "How to Search" sections

  • 7/29/2019 Ch10 Formal Reports

    9/32

    Essentials of Business Communication, Second Edition Ch. 109

    Bookmark the best.

    Use two or three search tools.

    Understand the importance of case

    sensitivity in keyword searches.

    Be persistent.

    How to Become a Savvy

    Web Researcher (2)

  • 7/29/2019 Ch10 Formal Reports

    10/32

    Essentials of Business Communication, Second Edition Ch. 1010

    Generating Primary Data

    Surveys

    Interviews Locate an expert

    Prepare for the interview interview guide

    Make your questions objective and friendly

    Keep note of the time

    End graciously

    Observation and Experimentation

  • 7/29/2019 Ch10 Formal Reports

    11/32

    Essentials of Business Communication, Second Edition Ch. 1011

    Organizing and Outlining Data (1)

    Direct strategy (main ideas first)

    Indirect strategy (facts and discussionfirst)

    Chronological sequence (historical data)

    Geographical or spatial arrangement(e.g., East, West, New Territories, Central)

  • 7/29/2019 Ch10 Formal Reports

    12/32

    Essentials of Business Communication, Second Edition Ch. 1012

    Topical or functional arrangement

    (e.g., duties of CEO, duties of general

    manager)

    Compare and contrast

    Journalistic pattern (who, what, when,where, why, how)

    Organizing and Outlining Data (2)

  • 7/29/2019 Ch10 Formal Reports

    13/32

    Essentials of Business Communication, Second Edition Ch. 1013

    Value/size

    Importance (most to least or least tomost)

    Simple to complex

    Best case/worst case

    Organizing and Outlining Data (3)

  • 7/29/2019 Ch10 Formal Reports

    14/32

    Essentials of Business Communication, Second Edition Ch. 1014

    Illustrating Report Data (1)

    Effective and appropriate graphics could:

    make information easier to understand

    and remember.

    make numerical data meaningful.

    simplify complex ideas. provide visual interest.

  • 7/29/2019 Ch10 Formal Reports

    15/32

    Essentials of Business Communication, Second Edition Ch. 1015

    Most common types of visuals aids

    Illustrating Report Data (2)

    Table

    Bar Chart

    Line Chart

    Pie Chart

    Flow Chart

    Organization Chart

    Photograph, Map,Illustration

  • 7/29/2019 Ch10 Formal Reports

    16/32

    Essentials of Business Communication, Second Edition Ch. 1016

    Matching Visual Aids

    With Objectives (1)

    Table -- to show exact figures and values

  • 7/29/2019 Ch10 Formal Reports

    17/32

    Essentials of Business Communication, Second Edition Ch. 1017

    Bar Chart -- to compare one item with others

    Matching Visual Aids

    With Objectives (2)

  • 7/29/2019 Ch10 Formal Reports

    18/32

    Essentials of Business Communication, Second Edition Ch. 1018

    Line Chart -- to demonstrate changes in

    quantitative data over time

    Matching Visual Aids

    With Objectives (3)

  • 7/29/2019 Ch10 Formal Reports

    19/32

    Essentials of Business Communication, Second Edition Ch. 1019

    Pie Chart -- to visualize a whole unit and the

    proportions of its components

    Matching Visual Aids

    With Objectives (4)

  • 7/29/2019 Ch10 Formal Reports

    20/32

    Essentials of Business Communication, Second Edition Ch. 1020

    Flow Chart -- to display a process or procedure

    Matching Visual Aids

    With Objectives (5)

  • 7/29/2019 Ch10 Formal Reports

    21/32

    Essentials of Business Communication, Second Edition Ch. 1021

    Organization Chart -- to define a hierarchy of

    elements or a set of relationships

    Matching Visual Aids

    With Objectives (6)

  • 7/29/2019 Ch10 Formal Reports

    22/32

    Essentials of Business Communication, Second Edition Ch. 1022

    Photograph -- to achieve authenticity

    Matching Visual Aids

    With Objectives (7)

  • 7/29/2019 Ch10 Formal Reports

    23/32

    Essentials of Business Communication, Second Edition Ch. 1023

    Map -- to spotlight a location

    Matching Visual Aids

    With Objectives (8)

  • 7/29/2019 Ch10 Formal Reports

    24/32

    Essentials of Business Communication, Second Edition Ch. 1024

    Illustration -- to show an item in use

    Matching Visual Aids

    With Objectives (9)

  • 7/29/2019 Ch10 Formal Reports

    25/32

    Essentials of Business Communication, Second Edition Ch. 1025

    Parts of a Formal Report (1)

    Prefatory Parts

    Title page

    Letter of transmittal

    Table of contents

    Executive summary, abstract,synopsis

  • 7/29/2019 Ch10 Formal Reports

    26/32

    Essentials of Business Communication, Second Edition Ch. 1026

    Body of Report

    Introduction or Background

    Discussion of Findings

    Summary, Conclusions, Recommendations

    Supplementary Parts

    Footnotes or Endnotes Bibliography or References

    Appendix or Appendices

    Parts of a Formal Report (2)

  • 7/29/2019 Ch10 Formal Reports

    27/32

    Essentials of Business Communication, Second Edition Ch. 1027

    Executive Summary (1)

    Purpose of Report

    The purposes of this report are (1) to determine the

    Sun Coast University campus communitys

    awareness of the campus recycling program and (2)to recommend ways to increase participation. Sun

    Coasts recycling program was intended to respond

    to the increasing problem of waste disposal, to fulfill

    its social responsibility as an educational institution,and to meet the demands of legislation that made it

    a requirement for individuals and organizations to

    recycle.

  • 7/29/2019 Ch10 Formal Reports

    28/32

    Essentials of Business Communication, Second Edition Ch. 1028

    Executive Summary (2)

    Research Method

    A survey was conducted in an effort to learn aboutthe campus communitys recycling habits and to

    assess current participation in the recyclingprogram. A total of 220 individuals responded to thesurvey, but 27 surveys could not be used. Since SunCoast Universitys recycling program includes onlyaluminum, glass, paper, and plastic at this time,

    these were the only materials considered in thisstudy.

  • 7/29/2019 Ch10 Formal Reports

    29/32

    Essentials of Business Communication, Second Edition Ch. 1029

    Executive Summary (3)

    Recycling at Sun Coast

    Most survey respondents recognized the importance of

    recycling. They stated that they do recycle aluminum,

    glass, paper, and plastic on a regular basis either athome or at work. However, most respondents displayed a

    low level of awarenessand use of the on-campusprogram. Many of the respondents were unfamiliar with

    the location of the bins around campus and, therefore,

    had not participated in the recycling program. Otherresponses indicated that the bins were not conveniently

    located.

  • 7/29/2019 Ch10 Formal Reports

    30/32

    Essentials of Business Communication, Second Edition Ch. 1030

    Executive Summary (4)

    Recommendations for Increasing Recycling

    Participation

    Recommendations for increasing participation in the

    program include the following:

    1. Relocating the recycling bins for greater visibility

    2. Developing incentive programs to gain the

    participation of on-campus groups

  • 7/29/2019 Ch10 Formal Reports

    31/32

    Essentials of Business Communication, Second Edition Ch. 1031

    Executive Summary (5)

    3. Training student volunteers to give on-campus

    presentations that explain the need for recycling and

    the benefits of using the recycling program

    4. Increasing advertising of the program

  • 7/29/2019 Ch10 Formal Reports

    32/32

    Essentials of Business Communication, Second Edition Ch. 1032

    End