TMT, BUS 251Chapter 13 - 1 Planning Reports and Proposals.

TMT, BUS 251 Chapter 13 - 1

Planning Reports Planning Reports and Proposalsand Proposals


Effective Reports and Effective Reports and ProposalsProposals

Content and Layout

Length and Complexity

Freq

uenc

y Audience

InformationalReports

InformationalReports ProposalsProposals Analytical

Reports

AnalyticalReports


The Three-Step The Three-Step ProcessProcess

Analyze SituationAnalyze Situation

Gather InformationGather Information

Select MediumSelect Medium

Get OrganizedGet Organized

ReviseRevise

ProduceProduce

ProofreadProofread

DistributeDistribute

Adapt to the Audience

Adapt to the Audience

Composethe Message

Composethe Message

PlanningPlanning CompletingCompletingWritingWriting


Products orServices

Market andCompetition Management Marketing

Strategy

Summary Mission andObjectives

Company andIndustry

Creating Business Creating Business PlansPlans


Risks andProblems

FinancialProjections

FinancialRequirements Exit Strategy

Design andDevelopment

OperationsPlan

OverallSchedule

Creating Business Creating Business PlansPlans


Challenges of Analytical Challenges of Analytical ReportsReports

PersuasionPersuasionPersuasionPersuasion

ResponsibilityResponsibilityResponsibilityResponsibility

Investigation Investigation Investigation Investigation


Methods of Methods of OrganizationOrganization

Focus on ConclusionsFocus on Conclusions

Focus on RecommendationsFocus on Recommendations

Focus on Logical ArgumentsFocus on Logical Arguments

Indirect Direct

Audience Attitude ReceptiveSkeptical

Preferred Strategy


Focus on ConclusionsFocus on Conclusions

Advantages Disadvantages

Easy to Use

Bottom-Line Driven

Possible Resistance

Oversimplification


Focus on Focus on RecommendationsRecommendations

1. Establish the need for action

2. Introduce the overall benefits

3. List the required steps

4. Explain each step more fully

5. Summarize the recommendations


Focus on Logical Focus on Logical ArgumentsArguments

HostileReaders

SkepticalReaders

Indirect Approach

Rational Approach

2 + 2 = 4Approach2 + 2 = 4Approach

YardstickApproachYardstickApproach


Writing Writing Reports and ProposalsReports and Proposals


Components of Components of ReportsReports

Length ofReport

Type ofCompanyPrefatory PartsPrefatory Parts

Text of the ReportText of the Report

Supplementary PartsSupplementary PartsNeeds ofAudience

Type ofReport


CoverCover

List ofIllustrations

List ofIllustrations

Authorizationor Acceptance

Authorizationor Acceptance

Title PageTitle Page

ExecutiveSummary

ExecutiveSummary

Table ofContents

Table ofContents

Title FlyTitle Fly

Synopsis orAbstract

Synopsis orAbstract

TransmittalDocument

TransmittalDocument

The Prefatory PartsThe Prefatory Parts


Text of the ReportText of the Report

Introduction Body Conclusion

Report Context

Subject/Purpose

Main Ideas

Overall Tone

Presentation

Analysis

Interpretation

Support

Main Points

Benefits

Structure

Action Items


Report IntroductionReport Introduction

AuthorizationAuthorization

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


The Report BodyThe Report Body

Explanations of problem or opportunity

Facts, statistics, and trends

Results of studies or investigations

Discussion and analysis of potential actions

Advantages, disadvantages, costs, and benefits


The Report BodyThe Report Body

Procedures or steps in a process

Methods and approaches

Criteria for evaluating options

Conclusions and recommendations

Support for conclusions and recommendations


The Report ClosingThe Report Closing

SummarySummary

ConclusionsConclusions

RecommendationsRecommendations

Action PlansAction Plans


Supplementary Supplementary PartsParts

AppendixesAppendixesAppendixesAppendixes

BibliographyBibliographyBibliographyBibliography

IndexIndexIndexIndex


DemonstrateDemonstrateYour KnowledgeYour Knowledge

DemonstrateDemonstrateYour KnowledgeYour Knowledge

ResearchResearchthe Competitionthe Competition

ResearchResearchthe Competitionthe Competition

Relate to YourRelate to YourAudienceAudience’’s Needss Needs

Relate to YourRelate to YourAudienceAudience’’s Needss Needs

ProvideProvideConcrete ExamplesConcrete Examples

ProvideProvideConcrete ExamplesConcrete Examples

Offer aOffer aWorkable ProposalWorkable Proposal

Offer aOffer aWorkable ProposalWorkable Proposal

Present anPresent anAttractive PackageAttractive Package

Present anPresent anAttractive PackageAttractive Package

Strategies for Success Strategies for Success While Writing While Writing

ProposalsProposals


Guiding the ReadersGuiding the ReadersPreviews

and ReviewsTransitional

DevicesHeadings and Links

ReadabilityReadability

FrameworksFrameworks

RelationshipsRelationships

WordsWords

SentencesSentences

ParagraphsParagraphs

IntroductionsIntroductions

SummariesSummaries

OverviewsOverviews

TMT, BUS 251Chapter 13 - 1 Planning Reports and Proposals.

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