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  • 1. BUS 305 Introducing the analytical report
  • 2. Agenda • Business reports generally • Types of business reports • Analytical reports • Analytical report project
  • 3. Business Reports • Not all TPS • Play an important function in group learning and knowledge sharing • Businesses thrive on reports
  • 4. Types of Business Reports • Informational reports (easiest! Just info) • Analytical reports (info + feedback, recommendations) • Proposals (info + recommendations + persuasion) • Good businesses solve problems through the reporting process • Can be informal or formal
  • 5. Three step process for writing a business report • Plan • Write • Complete • Which is most important? Why? • Which requires the most effort? Why?
  • 6. Planning the report • Analyze the situation • Define your purpose • Gather information • Analyze information • Select the right distribution channel or channels • Organize your information • Gather missing info/data • Understand logistics (purpose, due date, audience, etc.)
  • 7. Problem statements compared to purpose statements • Problem statements simply articulate a problem • Purpose statements put them in context • Important when executing analytical reports and proposals
  • 8. Write the report • Adapt to the audience • Compose the most effective message
  • 9. Complete the report • Revise for readability and effectiveness • “Produce” the message with appropriate design and graphics • Proofread • Distribute
  • 10. BUS 305 Analytical Report • Worth 30% of grade • Executed in groups/teams of 4 • Must be focused on a specific purpose • Must solve a problem and provide solutions • Should be informational, with recommendations and persuasive • Which part will be most difficult?
  • 11. Steps and milestones • Form a group • Explore the problem; begin basic research • Come up with a statement of purpose • Outline the report • Provide a list of information sources and why they will help you meet your purpose • Test your recommendations (online survey for example and through additional research) • Write the report • Proofread • Produce (add graphics)
  • 12. Parts of the report • Cover letter/memo introducing the report (1 page; 2 points) • Executive summary that contains (1 page; 2 points): • The purpose of the report/problem being analyzed • Summary of conclusions • Summary of recommendations • The report itself (13 pages; 26 points total this section) • Description of the problem/background (1 page; 2 points) • Specific purpose of the study (1/2 page; 1 point) • Methods used to gather data (primary and secondary) (1/2 page; 1 point) • Analysis of the data including charts and graphs (5-6 pages; 10 points) • Recommendations (3-4 pages; 8 points) • Conclusion (1/2 page; 1 point) • References and in-text citations (1 page; 3 points) • Refer to your textbook for a sample of a report that includes all of these things!
  • 13. First Steps—Today! • Form your team • Come up with an idea of what you want to analyze • Craft a statement of purpose • List the team members and what each person’s role will be • Each of you should take a lead on one of the following: Research; Writing; Editing/Proofing; Production (graphics, citations, references, exhibits)