1. TMT, BUS 251Chapter 13 - 1 Planning Reports and Proposals

2. 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

3. 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

4. TMT, BUS 251Chapter 13 - 4 Planning Informational Reports – Four General Categories Monitor and Control Operations Demonstrate Compliance Implement Policies and Procedures Document Progress

5. TMT, BUS 251Chapter 13 - 5 Products or Services Market and Competition Management Marketing Strategy Summary Mission and Objectives Company and Industry Creating Business Plans

6. TMT, BUS 251Chapter 13 - 6 Risks and Problems Financial Projections Financial Requirements Exit Strategy Design and Development Operations Plan Overall Schedule Creating Business Plans

7. TMT, BUS 251Chapter 13 - 7 Planning Analytical Reports – Three General Categories Assess Opportunities Solve Problems Support Decisions Market Analysis Due Diligence Troubleshooting Failure Analysis Feasibility Justification

8. TMT, BUS 251Chapter 13 - 8 Challenges of Analytical Reports PersuasionPersuasion ResponsibilityResponsibility InvestigationInvestigation

9. TMT, BUS 251Chapter 13 - 9 Methods of Organization Focus on Conclusions Focus on Recommendations Focus on Logical Arguments IndirectDirect Audience AttitudeReceptiveSkeptical Preferred Strategy

10. TMT, BUS 251Chapter 13 - 10 Focus on Conclusions AdvantagesDisadvantages Easy to Use Bottom-Line Driven Possible Resistance Oversimplification

11. TMT, BUS 251Chapter 13 - 11 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

12. TMT, BUS 251Chapter 13 - 12 Focus on Logical Arguments Hostile Readers Skeptical Readers Indirect Approach Rational Approach 2 + 2 = 4 Approach 2 + 2 = 4 Approach Yardstick Approach Yardstick Approach

13. TMT, BUS 251Chapter 13 - 13 Types of Proposals SolicitedUnsolicited Requested (RFP) Audience Initiated Not Requested Writer Initiated

14. TMT, BUS 251Chapter 13 - 14 Organizing Proposals SolicitedUnsolicited Expected Direct Approach Unexpected Indirect Approach

15. TMT, BUS 251Chapter 14 - 15 Writing Reports and Proposals

16. TMT, BUS 251Chapter 14 - 16 Composing Reports and Proposals IntroductionBodyConclusion Report Context Subject/Purpose Main Ideas Overall Tone Presentation Analysis Interpretation Support Main Points Benefits Structure Action Items

17. TMT, BUS 251Chapter 14 - 17 Drafting Report Content Balanced Clear and Logical Clear and Logical Documented Properly Documented Properly Accurate Complete

18. TMT, BUS 251Chapter 14 - 18 Report Introduction Authorization Scope of Coverage Sources and Methods Limitations Opportunity or Purpose Background Terms and Definitions Report Organization

19. TMT, BUS 251Chapter 14 - 19 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

20. TMT, BUS 251Chapter 14 - 20 The Report Body Procedures or steps in a process Methods and approaches Criteria for evaluating options Conclusions and recommendations Support for conclusions and recommendations

21. TMT, BUS 251Chapter 14 - 21 The Report Closing Summary Conclusions Recommendations Action Plans

22. TMT, BUS 251Chapter 14 - 22 Content of Proposals IntroductionIntroduction BodyBody ClosingClosing AttentionInterest DesireAction SolicitedProposalUnsolicitedProposal

23. TMT, BUS 251Chapter 14 - 23 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

24. TMT, BUS 251Chapter 14 - 24 Proposal Introduction BackgroundBackground ScopeScope SolutionSolution OrganizationOrganization

25. TMT, BUS 251Chapter 14 - 25 The Proposal Body SolutionSolution QualificationsQualifications Work Plan Detailed Cost

26. TMT, BUS 251Chapter 14 - 26 The Proposal Closing Key Points QualificationsQualifications BenefitsBenefits CommitmentCommitment

27. TMT, BUS 251Chapter 14 - 27 Guiding the Readers Previews and Reviews Transitional Devices Headings and Links Readability Frameworks Relationships Words Sentences Paragraphs Introductions Summaries Overviews

28. TMT, BUS 251Chapter 15 - 28 Completing Reports and Proposals

29. TMT, BUS 251Chapter 15 - 29 Components of Reports Length of Report Type of Company Prefatory Parts Text of the Report Supplementary Parts Needs of Audience Type of Report

30. TMT, BUS 251Chapter 15 - 30 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

31. TMT, BUS 251Chapter 15 - 31 The Text of the Report IntroductionIntroduction BodyBody ClosingClosing

32. TMT, BUS 251Chapter 15 - 32 Supplementary Parts AppendixesAppendixes BibliographyBibliography IndexIndex