Completing Reports and Proposals

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Presentation transcript:

Completing Reports and Proposals Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Learning Objectives Summarize the four tasks involved in completing business report and proposals Identify the major components of a formal report Identify the circumstances in which you should include letters of authorization and letters of acceptance in your reports Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Learning Objectives Explain the difference between a synopsis and an executive summary Identify the major components of a formal proposal Identify the major components to include in a request for proposals (RFP) Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Finalizing Formal Reports and Proposals Revising Producing Proofreading Distributing Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Revising Formal Reports and Proposals Organization Style and tone Readability Content Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Producing Formal Reports and Proposals Design elements Production work Computer resources Audience expectations Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Components of Formal Reports Prefatory parts Text of the report Supplementary parts Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Prefatory Parts Cover Title Fly Title Page Authorization or Acceptance Transmittal Document Table of Contents List of Illustrations Synopsis or Abstract Executive Summary Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Text of the Report Introduction Body Closing Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Supplementary Parts Appendixes Bibliography Index Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Components of Proposals Prefatory elements Textual elements Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Prefatory Elements Proposal Cover Title Page List of Illustrations Executive Summary Title Fly Table of Contents Request for Proposal Transmittal Document Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Textual Elements Introduction Body Closing Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Proofreading Inconsistencies Errors and omissions Missing components Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Distribution of Reports and Proposals Physical Electronic Web-based Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Requests for Proposals Company background Project description Overall requirements Decision-making criteria Proposal requirements Submission and contact information Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall

Management of RFPs Decision criteria Response time Tracking system Copyright © 2010 Pearson Education, Inc. publishing as Prentice Hall