Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Chapter 11 Planning Reports and Proposals

Learning Objectives 1.Adapt the three-step writing process to reports and proposals 2.Describe an effective process for conducting business research, explain how to evaluate the credibility of an information source, and identify the five ways to use research results 3.Explain the role of secondary research, and describe the two major categories of online research tools Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Learning Objectives 4.Explain the role of primary research, and identify the two most common forms of primary research for business communication purposes 5.Explain how to plan informational reports and website content 6.Identify the three most common ways to organize analytical reports 7.Explain how to plan proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Applying the Three-Step Writing Process to Reports and Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Types of Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Content and Layout Length and Complexity Frequency Audience Informational Reports Informational Reports Proposals Analytical Reports Analytical Reports

Applying the Three-Step Process to Reports and Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Analyzing the Situation Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Define Your Purpose Prepare the Work Plan

Gathering Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter PurposeAudience

Selecting the Right Medium Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Organizing Your Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Direct Approach Indirect Approach Conclusions and Recommendations Recommendations Overall Findings Objective Support Overall Findings Discussion and Support Conclusions and Recommendations Recommendations

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Supporting Your Messages with Reliable Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Supporting Your Messages Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Plan your research 2.Locate data and information 3.Process data and information 4.Apply your findings 5.Manage information efficiently

Planning Your Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Locating Data and Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Secondary Research Primary Research

Evaluating Your Sources Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Evaluating Your Sources Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Using Your Research Results: Textual Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter  Analyzing Data  Quoting, Paraphrasing, and Summarizing Information  Drawing Conclusions  Making Recommendations

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Conducting Secondary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Conducting Secondary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Inside CompanyOutside Company Reports and Memos Other Documents Print Resources Online Resources

Finding Information at a Library Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Finding Information Online: Search Tools Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Finding Information Online: Monitoring Tools Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Track Industry Trends, Consumer Sentiment, and Other Information: Newsfeeds: Blogs, Websites Microblogs: Twitter Alerts: Search Engines, Online Databases Specialized Monitors: Tweetbeep, TweetDeck

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Conducting Primary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Selecting Primary Research Methods Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Conducting Surveys Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Avoid Sampling Bias Reliable Sample Valid Sample Representative Sampling

Conducting Interviews Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Planning Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Types of Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Organizing Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Organizing Website Content Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Planning Analytical Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Planning Analytical Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Assess Opportunities Solve Problems Support Decisions Market Analysis Due Diligence Troubleshooting Failure Analysis Feasibility Justification

Methods of Organization Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Focus on Conclusions Focus on Recommendations Focus on Logical Arguments IndirectDirect Audience AttitudeReceptiveSkeptical Preferred Strategy

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Planning Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Planning Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Internal Proposals Research Projects Management Support New Equipment External Proposals Sales Proposals Investment Proposals Grant Proposals

Types of Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter

Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter Chapter 11 Planning Reports and Proposals

Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter