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TMT, BUS 251Chapter 13 - 1 Planning Reports and Proposals
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TMT, BUS 251Chapter 13 - 2 Effective Reports and Proposals Content and Layout Length and Complexity Frequency Audience Informational Reports Informational Reports Proposals Analytical Reports Analytical Reports
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TMT, BUS 251Chapter 13 - 3 The Three-Step Process Analyze Situation Gather Information Select Medium Get Organized Revise Produce Proofread Distribute Adapt to the Audience Compose the Message PlanningCompletingWriting
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TMT, BUS 251Chapter 13 - 4 Products or Services Market and Competition Management Marketing Strategy Summary Mission and Objectives Company and Industry Creating Business Plans
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TMT, BUS 251Chapter 13 - 5 Risks and Problems Financial Projections Financial Requirements Exit Strategy Design and Development Operations Plan Overall Schedule Creating Business Plans
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TMT, BUS 251Chapter 13 - 6 Challenges of Analytical Reports PersuasionPersuasion ResponsibilityResponsibility InvestigationInvestigation
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TMT, BUS 251Chapter 13 - 7 Methods of Organization Focus on Conclusions Focus on Recommendations Focus on Logical Arguments IndirectDirect Audience AttitudeReceptiveSkeptical Preferred Strategy
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TMT, BUS 251Chapter 13 - 8 Focus on Conclusions AdvantagesDisadvantages Easy to Use Bottom-Line Driven Possible Resistance Oversimplification
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TMT, BUS 251Chapter 13 - 9 Focus on Recommendations 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
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TMT, BUS 251Chapter 13 - 10 Focus on Logical Arguments Hostile Readers Skeptical Readers Indirect Approach Rational Approach 2 + 2 = 4 Approach 2 + 2 = 4 Approach Yardstick Approach Yardstick Approach
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TMT, BUS 251Chapter 14 - 11 Writing Reports and Proposals
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TMT, BUS 251Chapter 15 - 12 Components of Reports Length of Report Type of Company Prefatory Parts Text of the Report Supplementary Parts Needs of Audience Type of Report
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TMT, BUS 251Chapter 15 - 13 Cover List of Illustrations List of Illustrations Authorization or Acceptance Authorization or Acceptance Title Page Executive Summary Executive Summary Table of Contents Table of Contents Title Fly Synopsis or Abstract Synopsis or Abstract Transmittal Document Transmittal Document The Prefatory Parts
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TMT, BUS 251Chapter 14 - 14 Text of the Report IntroductionBodyConclusion Report Context Subject/Purpose Main Ideas Overall Tone Presentation Analysis Interpretation Support Main Points Benefits Structure Action Items
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TMT, BUS 251Chapter 14 - 15 Report Introduction Authorization Scope of Coverage Sources and Methods Limitations Opportunity or Purpose Background Terms and Definitions Report Organization
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TMT, BUS 251Chapter 14 - 16 The 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
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TMT, BUS 251Chapter 14 - 17 The Report Body Procedures or steps in a process Methods and approaches Criteria for evaluating options Conclusions and recommendations Support for conclusions and recommendations
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TMT, BUS 251Chapter 14 - 18 The Report Closing Summary Conclusions Recommendations Action Plans
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TMT, BUS 251Chapter 15 - 19 Supplementary Parts AppendixesAppendixes BibliographyBibliography IndexIndex
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TMT, BUS 251Chapter 14 - 20 Demonstrate Your Knowledge Demonstrate Research the Competition Research Relate to Your Audience’s Needs Relate to Your Audience’s Needs Provide Concrete Examples Provide Offer a Workable Proposal Offer a Workable Proposal Present an Attractive Package Present an Attractive Package Strategies for Success While Writing Proposals
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TMT, BUS 251Chapter 14 - 21 Guiding the Readers Previews and Reviews Transitional Devices Headings and Links Readability Frameworks Relationships Words Sentences Paragraphs Introductions Summaries Overviews
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