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Chapter 11 - 1 Writing Writing Reports and Proposals Reports and Proposals

Chapter 11 Writing Reports and Proposals

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Page 1: Chapter 11 Writing Reports and Proposals

Chapter 11 - 1

WritingWritingReports and ProposalsReports and Proposals

Page 2: Chapter 11 Writing Reports and Proposals

Chapter 11 - 2

Reports and Reports and ProposalsProposals

EffectiveEffectiveWritingWriting

EffectiveEffectiveVisual AidsVisual Aids

Page 3: Chapter 11 Writing Reports and Proposals

Chapter 11 - 3

Audience Audience AdaptationAdaptation

The “You” Attitude

Style and Language

Appropriate Tone

Cultural Sensitivity

Page 4: Chapter 11 Writing Reports and Proposals

Chapter 11 - 4

Composing Reports Composing Reports and Proposalsand Proposals

Introduction Body Conclusion

Report Context

Subject/Purpose

Main Ideas

Overall Tone

Presentation

Analysis

Interpretation

Support

Main Points

Benefits

Action Items

Action Details

Page 5: Chapter 11 Writing Reports and Proposals

Chapter 11 - 5

Drafting Report Drafting Report ContentContent

Balanced Clear andLogical

DocumentedProperly

Accurate Complete

Page 6: Chapter 11 Writing Reports and Proposals

Chapter 11 - 6

Report IntroductionReport IntroductionAuthorizationAuthorization

Scope of CoverageScope of Coverage

Sources and MethodsSources and Methods

LimitationsLimitations

Opportunity or PurposeOpportunity or Purpose

BackgroundBackground

Terms and DefinitionsTerms and Definitions

Report OrganizationReport Organization

Page 7: Chapter 11 Writing Reports and Proposals

Chapter 11 - 7

The Report BodyThe Report BodyExplanations of problem or opportunity

Facts, statistics, and trends

Results of studies or investigations

Discussion and analysis of potential actions

Advantages, disadvantages, costs, and benefits

Page 8: Chapter 11 Writing Reports and Proposals

Chapter 11 - 8

The Report BodyThe Report BodyProcedures or steps in a process

Methods and approaches

Criteria for evaluating options

Conclusions and recommendations

Support for conclusions and recommendations

Page 9: Chapter 11 Writing Reports and Proposals

Chapter 11 - 9

The Report ClosingThe Report ClosingSummary

Conclusions

Recommendations

Action Plans

Page 10: Chapter 11 Writing Reports and Proposals

Chapter 11 - 10

Content of Content of ProposalsProposals

IntroductionIntroduction

BodyBody

ClosingClosing

AttentionAttention InterestInterest

DesireDesireActionAction

SolicitedSolicitedProposalProposal

UnsolicitedUnsolicitedProposalProposal

Page 11: Chapter 11 Writing Reports and Proposals

Chapter 11 - 11

DemonstrateDemonstrateYour KnowledgeYour Knowledge

ResearchResearchthe Competitionthe Competition

Relate to YourRelate to YourAudience’s NeedsAudience’s Needs

ProvideProvideConcrete ExamplesConcrete Examples

Offer aOffer aWorkable ProposalWorkable Proposal

Present anPresent anAttractive PackageAttractive Package

Strategies for Strategies for SuccessSuccess

Page 12: Chapter 11 Writing Reports and Proposals

Chapter 11 - 12

Proposal Proposal IntroductionIntroduction

BackgroundBackground

ScopeScope

SolutionSolution

OrganizationOrganization

Page 13: Chapter 11 Writing Reports and Proposals

Chapter 11 - 13

The Proposal BodyThe Proposal Body

SolutionSolution

QualificationsQualifications

Work PlanWork Plan

Detailed CostDetailed Cost

Page 14: Chapter 11 Writing Reports and Proposals

Chapter 11 - 14

The Proposal The Proposal ClosingClosing

Key PointsKey Points

QualificationsQualifications

BenefitsBenefits

CommitmentCommitment

Page 15: Chapter 11 Writing Reports and Proposals

Chapter 11 - 15

Collaborating on WikisCollaborating on Wikis• Forgo traditional expectations

• Edit and improve each other’s work

• Use templates and formatting options

• Apply the appropriate tools

• Practice in the “sandbox”

Page 16: Chapter 11 Writing Reports and Proposals

Chapter 11 - 16

Three-Step Wiki Three-Step Wiki ProcessProcess

Creating a Wiki

Adding Content

Revising Content

Page 17: Chapter 11 Writing Reports and Proposals

Chapter 11 - 17

Guiding the ReadersGuiding the ReadersPreviews

and ReviewsTransitional

DevicesHeadings and Links

Structure

Key Points

Consistency

Words

Phrases

Paragraphs

Introductions

Overviews

Summaries

Page 18: Chapter 11 Writing Reports and Proposals

Chapter 11 - 18

Technology forTechnology forReports and ProposalsReports and Proposals

Templates

Electronic Forms

MultimediaDocuments

Embedded andLinked Documents

ElectronicDocuments

Proposal-WritingSoftware

Page 19: Chapter 11 Writing Reports and Proposals

Chapter 11 - 19

The Power of ImagesThe Power of Images• Enhance textual messages• Replace verbal messages• Convey complex information• Hold people’s attention• Communicate with diverse audiences• Convey connotative meaning

Page 20: Chapter 11 Writing Reports and Proposals

Chapter 11 - 20

Create Images

Interpret ImagesConsistency

Balance

Contrast

Emphasis

Simplicity

Convention

Visual Literac

y

Page 21: Chapter 11 Writing Reports and Proposals

Chapter 11 - 21

The Ethics of Visual The Ethics of Visual CommunicationCommunication

Consider All Possible Interpretations

Provide Appropriate Context

Do Not Conceal Negative Information

Do Not Exaggerate Support Information

Page 22: Chapter 11 Writing Reports and Proposals

Chapter 11 - 22

The Ethics of Visual The Ethics of Visual CommunicationCommunication

Do Not Oversimplify Complex Situations

Do Not Imply Cause and Effect

Avoid Manipulation or Coercion

Be Careful How You Aggregate Data

Page 23: Chapter 11 Writing Reports and Proposals

Chapter 11 - 23

Choosing Points to Illustrate

The 5 C’s of Visual Design

ClearClear

CompleteComplete

ConciseConcise

ConnectedConnected

CompellingCompelling

Page 24: Chapter 11 Writing Reports and Proposals

Chapter 11 - 24

Pick the Right Pick the Right VisualsVisuals

Data andInformation

Conceptsand Ideas

Page 25: Chapter 11 Writing Reports and Proposals

Chapter 11 - 25

The Parts of a TableThe Parts of a Table

Source: (In the same format as a text footnote).*Footnote (for explanation of elements in the table).

Subhead Subhead

Row headRow head Subhead SubheadTotal

Subhead

Multicolumn Head*

XXX

XX XXXXX

XXX

XXXXXXXXX

XX

XXXXXX

Single-Column Head

Page 26: Chapter 11 Writing Reports and Proposals

Chapter 11 - 26

Preparing Data Preparing Data TablesTables

Common UnitsCommon Units

Consistent UsageConsistent Usage

Column HeadingsColumn Headings

Page 27: Chapter 11 Writing Reports and Proposals

Chapter 11 - 27

Preparing Data Preparing Data TablesTables

Rows and ColumnsRows and Columns

Totals and AveragesTotals and Averages

Data SourcesData Sources

Page 28: Chapter 11 Writing Reports and Proposals

Chapter 11 - 28

Line and Surface Line and Surface ChartsCharts

Relationships

Trends

Variables

201120102008 2009

70%

60%

50%

40%

Page 29: Chapter 11 Writing Reports and Proposals

Chapter 11 - 29

Average Kiln TempsAverage Kiln Temps

0

500

1000

1500

2000

2500

8:00AM

9:00AM

10:00AM

11:00AM

12:00Noon

1:00PM

2:00PM

3:00PM

4:00PM

5:00PM

Kiln A Kiln B

Tem

pera

ture

°F

Page 30: Chapter 11 Writing Reports and Proposals

Chapter 11 - 30

Home Game Ticket SalesHome Game Ticket SalesA

vera

ge P

er G

ame

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

90,000

2005 2006 2007 2008 2009 2010 2011

Other Students Families Alumni Staff

Page 31: Chapter 11 Writing Reports and Proposals

Chapter 11 - 31

Using Bar ChartsUsing Bar Charts

Show Relative Sizes

Indicate Composition

Show Changes

Compare Items

Page 32: Chapter 11 Writing Reports and Proposals

Chapter 11 - 32

CommuniCo CommuniCo Staff Computer SkillsStaff Computer Skills

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

E-mail InstantMessage

Graphics SpreadSheets

DesktopPublish

DatabaseDevelop

HTML/ XML

East

Page 33: Chapter 11 Writing Reports and Proposals

Chapter 11 - 33

CommuniCo Preferred CommuniCo Preferred Communication MediaCommunication Media

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Sales Engineering Admin

IM E-mail Telephone Text Message Face-to-Face

Page 34: Chapter 11 Writing Reports and Proposals

Chapter 11 - 34

CommuniCo Employee CommuniCo Employee Training CostsTraining Costs

Head

Cou

ntTraining Costs

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2006 2007 2008 2009 2010 2011$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000

Head Count Training Costs

Page 35: Chapter 11 Writing Reports and Proposals

Chapter 11 - 35

Using Pie ChartsUsing Pie Charts

Compare SegmentsCompare Segments

Show PercentagesShow Percentages

Show Distribution Show Distribution

Page 36: Chapter 11 Writing Reports and Proposals

Chapter 11 - 36

Percentage of Time Spent Percentage of Time Spent OnlineOnline

By Age GroupBy Age Group10%

24%

30%

21%

15%

Age 25-34 Age 35-49 Age 18-24 Age 8-17 Age 50+

Page 37: Chapter 11 Writing Reports and Proposals

Chapter 11 - 37

Data VisualizationData Visualization

Data Limits

Graphic Variety

Data Complexity

Page 38: Chapter 11 Writing Reports and Proposals

Chapter 11 - 38

Information, Information, Concepts, and Ideas Concepts, and Ideas

Flow ChartsOrganization Charts

DrawingsMaps

PhotographsDiagrams

VideoAnimation

Page 39: Chapter 11 Writing Reports and Proposals

Chapter 11 - 39

Flow Chart of the Report Writing Flow Chart of the Report Writing ProcessProcess

KeyboardInput

FirstHard Copy

NextHard Copy

Style andSpelling

Style andSpelling

KeyboardInput/Edit

SubmitReport

EditEdit

Add?

OK? Yes

No

No

Yes

KeyboardInput/Edit

Page 40: Chapter 11 Writing Reports and Proposals

Chapter 11 - 40

The Chain of CommandThe Chain of Command

DistrictA

DistrictB

DistrictC

DistrictD

DistrictE

DistrictF

DistrictG

Region1

Region2

Region3

Region4

Region5

VicePresident

VicePresident

VicePresident

VicePresident

VicePresident

Chief ExecutiveOfficer

ExecutiveVice President

ExecutiveVice President President

Page 41: Chapter 11 Writing Reports and Proposals

Chapter 11 - 41

Maps as Visual AidsMaps as Visual Aids

Online Resources

Geographic Information Systems

Simple Maps

Distribution Routes

MarketTerritories

FacilitiesLocations

Page 42: Chapter 11 Writing Reports and Proposals

Chapter 11 - 42

Drawings and Drawings and DiagramsDiagrams

Networks Processes

Operations Procedures

Page 43: Chapter 11 Writing Reports and Proposals

Chapter 11 - 43

Photographic Photographic ImagesImages

DecorativeValue

FunctionalValue

CopyrightIssues

Level ofDetail

EthicalConcerns

Page 44: Chapter 11 Writing Reports and Proposals

Chapter 11 - 44

Animation and Animation and VideoVideo

Shapes and TextShapes and Text

Computer AnimationComputer Animation

Digital VideoDigital Video

Page 45: Chapter 11 Writing Reports and Proposals

Chapter 11 - 45

Creating Visual Aids Creating Visual Aids

SoftwareSoftware TemplatesTemplates

StyleStyle QualityQuality

Page 46: Chapter 11 Writing Reports and Proposals

Chapter 11 - 46

Integrate Text and Integrate Text and VisualsVisuals

MaximizeAccess

MinimizeDisruption

Reference Visuals

Position Visuals

Titles, Captions, Legends

Balance Text & Visuals

Page 47: Chapter 11 Writing Reports and Proposals

Chapter 11 - 47

Verifying Visual Verifying Visual QualityQuality

AccuracyAccuracy

DocumentationDocumentation

HonestyHonesty

Page 48: Chapter 11 Writing Reports and Proposals

Chapter 11 - 48

Writing BusinessWriting BusinessReports and ProposalsReports and Proposals