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Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11- 1 Chapter 11 Planning Reports and Proposals.

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Presentation on theme: "Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11- 1 Chapter 11 Planning Reports and Proposals."— Presentation transcript:

1 Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11- 1 Chapter 11 Planning Reports and Proposals

2 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 11 - 2

3 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 11 - 3

4 Applying the Three-Step Writing Process to Reports and Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 4

5 Types of Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 5 Content and Layout Length and Complexity Frequency Audience Informational Reports Informational Reports Proposals Analytical Reports Analytical Reports

6 Applying the Three-Step Process to Reports and Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 6

7 Analyzing the Situation Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 7 Define Your Purpose Prepare the Work Plan

8 Gathering Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 8 PurposeAudience

9 Selecting the Right Medium Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 9

10 Organizing Your Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 10 Direct Approach Indirect Approach Conclusions and Recommendations Recommendations Overall Findings Objective Support Overall Findings Discussion and Support Conclusions and Recommendations Recommendations

11 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 11

12 Supporting Your Messages with Reliable Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 12

13 Supporting Your Messages Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 13 1.Plan your research 2.Locate data and information 3.Process data and information 4.Apply your findings 5.Manage information efficiently

14 Planning Your Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 14

15 Locating Data and Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 15 Secondary Research Primary Research

16 Evaluating Your Sources Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 16

17 Evaluating Your Sources Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 17

18 Using Your Research Results: Textual Information Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 18  Analyzing Data  Quoting, Paraphrasing, and Summarizing Information  Drawing Conclusions  Making Recommendations

19 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 19

20 Conducting Secondary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 20

21 Conducting Secondary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 21 Inside CompanyOutside Company Reports and Memos Other Documents Print Resources Online Resources

22 Finding Information at a Library Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 22

23 Finding Information Online: Search Tools Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 23

24 Finding Information Online: Monitoring Tools Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 24 Track Industry Trends, Consumer Sentiment, and Other Information: Newsfeeds: Blogs, Websites Microblogs: Twitter Alerts: Search Engines, Online Databases Specialized Monitors: Tweetbeep, TweetDeck

25 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 25

26 Conducting Primary Research Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 26

27 Selecting Primary Research Methods Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 27

28 Conducting Surveys Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 28 Avoid Sampling Bias Reliable Sample Valid Sample Representative Sampling

29 Conducting Interviews Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 29

30 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11- 30

31 Planning Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 31

32 Types of Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 32

33 Organizing Informational Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 33

34 Organizing Website Content Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 34

35 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 35

36 Planning Analytical Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 36

37 Planning Analytical Reports Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 37 Assess Opportunities Solve Problems Support Decisions Market Analysis Due Diligence Troubleshooting Failure Analysis Feasibility Justification

38 Methods of Organization Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 38 Focus on Conclusions Focus on Recommendations Focus on Logical Arguments IndirectDirect Audience AttitudeReceptiveSkeptical Preferred Strategy

39 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 39

40 Planning Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 40

41 Planning Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 41 Internal Proposals Research Projects Management Support New Equipment External Proposals Sales Proposals Investment Proposals Grant Proposals

42 Types of Proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 42

43 Summary of Objectives Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 43

44 Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11 - 44 Chapter 11 Planning Reports and Proposals

45 Copyright © 2013 Pearson Education, Inc. publishing as Prentice HallChapter 11- 45


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