1. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Chapter 12: Choosing the Right Type of Report © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part.

2. Influence of length and formality on report structure How short and long reports differ in writing style Choosing an appropriate form for short reports Adapting the procedures for writing short reports to many other types of reports Writing longer reports that meet readers’ needs and are easy to follow 12-2 Overview

3. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Long problems and formal contexts require a more complex makeup. Short problems and informal contexts need a simpler makeup. 12-3 Length and Formality

4. 11-4 The Report Classification Plan © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part.

5. Title fly Title page Transmittal message Table of contents Executive summary – Direct order – Indirect order 12-5 Report Components

6. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Little need for introductory information Predominance of direct order More personal writing style Less need for a structured coherence plan 12-6 Characteristics of Short Reports

7. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Short report Letter report Email report Other forms, such as newsletters, pamphlets, and white papers 12-7 Forms of Short Reports

8. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Routine operational report Progress report Problem-solving report Audit report Meeting minutes 12-8 Common Types of Reports

9. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Prefatory components – Title Fly – Title Page – Authorization Message – Transmittal Message (or Preface or Foreword) – Table of Contents (and List of Illustrations) – Executive Summary The Report Proper – Introduction – Report Findings – Summary,Conclusion, and/or Recommendations Appended Parts – Bibliography – Appendix 12-9 Organization of a Long Report

10. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Hamilton County Solid Waste District Dear Jeanine: Here is an in-depth qualitative study of Hamilton County residents’ attitudes toward recycling, which you authorized on December 3, 2012. We contracted the services of Advanced Marketing, a Cincinnati marketing firm, to conduct the study in collaboration with four representatives from the District. The study revealed positive and negative attitudes that Sometimes Recyclers in Hamilton County have toward recycling. This report describes their attitudes in detail. In light of these findings, the report identifies several strategies that can be implemented to make our next recycling campaign a success. Thank you for authorizing this research. I look forward to working with you to create our most effective campaign ever. Sincerely yours, 12-10 Sample Transmittal Message

11. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. V III IV I II 12-11 Executive Summary

12. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. The report introduction Origin of the report Problem and purpose Scope Limitations Historical background Sources and methods of collecting information Definitions, initialisms, and acronyms Report preview 12-12 The Report Introduction

13. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. Uses a logical and appropriate pattern of organization Uses clear, parallel headings to announce each section’s contents Uses tables, charts, and any other graphics that can help the writer present detailed data and help the reader gather a lot of information at once Indicates clearly at each point where the information came from Uses coherence helpers to move the readers smoothly through the report and help them follow the report’s logical structure 12-13 The Report Body

14. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. A summary... pulls together the key findings of the report. Conclusions... interpret the key findings to explain what they mean. Recommendations... actually propose action, based on the key findings and what they mean. 12-14 The Report Ending

15. © 2014 by McGraw-Hill Education. This is proprietary material solely for authorized instructor use. Not authorized for sale or distribution in any manner. This document may not be copied, scanned, duplicated, forwarded, distributed, or posted on a website, in whole or part. All the evidence appears to justify our taking steps to correct the problem. The next section discusses and evaluates possible solutions. For these reasons, three of the work plans are not acceptable to employees. They strongly favor the fourth, which is the focus of the next section. Having concluded that the machine has failed, we must determine whether it can be altered to meet our needs. The preceding evidence makes clear that sales are likely to decline sharply in the next quarter. Before we adjust for this development, however, it is necessary to consider the outlook for the economy in the region. This analysis follows. 12-15 Coherence Through Transitions