1. Completing Reports and Proposals
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2. 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
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3. 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)
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4. Finalizing Formal Reports and Proposals
Revising
Producing
Proofreading
Distributing
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5. Revising Formal Reports and Proposals
Organization
Style and tone
Readability
Content
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6. Producing Formal Reports and Proposals
Design elements
Production work
Computer resources
Audience expectations
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7. Components of Formal Reports
Prefatory parts
Text of the report
Supplementary parts
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8. Prefatory Parts Cover Title Fly Title Page Authorization or Acceptance
Transmittal
Document
Table of
Contents
List of
Illustrations
Synopsis or
Abstract
Executive
Summary
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9. Text of the Report Introduction Body Closing
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10. Supplementary Parts Appendixes Bibliography Index
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11. Components of Proposals
Prefatory elements
Textual elements
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12. Prefatory Elements Proposal Cover Title Page List of Illustrations
Executive Summary
Title Fly
Table of Contents
Request for Proposal
Transmittal Document
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13. Textual Elements Introduction Body Closing
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14. Proofreading Inconsistencies Errors and omissions Missing components
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15. Distribution of Reports and Proposals
Physical
Electronic
Web-based
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16. Requests for Proposals
Company background
Project description
Overall requirements
Decision-making criteria
Proposal requirements
Submission and contact information
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17. Management of RFPs Decision criteria Response time Tracking system
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