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7/29/2019 Ch10 Formal Reports
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Essentials of Business Communication, Second Edition Ch. 101
7/29/2019 Ch10 Formal Reports
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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.
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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)
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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)
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Essentials of Business Communication, Second Edition Ch. 105
Researching Secondary Data (1)
Print Resources
Books
Periodicals
Bibliographic indexes (print, CD-ROM,
and Web-based)
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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)
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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)
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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
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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)
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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
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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)
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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)
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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)
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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.
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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
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Essentials of Business Communication, Second Edition Ch. 1016
Matching Visual Aids
With Objectives (1)
Table -- to show exact figures and values
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Essentials of Business Communication, Second Edition Ch. 1017
Bar Chart -- to compare one item with others
Matching Visual Aids
With Objectives (2)
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Essentials of Business Communication, Second Edition Ch. 1018
Line Chart -- to demonstrate changes in
quantitative data over time
Matching Visual Aids
With Objectives (3)
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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)
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Essentials of Business Communication, Second Edition Ch. 1020
Flow Chart -- to display a process or procedure
Matching Visual Aids
With Objectives (5)
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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)
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Essentials of Business Communication, Second Edition Ch. 1022
Photograph -- to achieve authenticity
Matching Visual Aids
With Objectives (7)
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Essentials of Business Communication, Second Edition Ch. 1023
Map -- to spotlight a location
Matching Visual Aids
With Objectives (8)
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Essentials of Business Communication, Second Edition Ch. 1024
Illustration -- to show an item in use
Matching Visual Aids
With Objectives (9)
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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
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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)
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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.
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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.
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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.
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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
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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
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Essentials of Business Communication, Second Edition Ch. 1032
End