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Understanding and
Planning Reports and
Proposal
Week 8
What is a ‘report’?
“A report is a written message presenting information that
will help a decision maker to solve business problems”.
(Ricks & Gow, 2012)
Reports are analytical in nature, longer than letters and
memos and contains detailed discussion.
Locker, O.K. and Kaczmarek, K.S. (2011). Business Communication: Building Critical Skills. (5th Ed.). NY, Mass. McGraw-Hill / Irwin.
Purpose
of a
Report
Provide the relevant details of an
activity to a specific audience
What is the audience?
• Depends on circumstances
Instructor
• Interested in your methodology and results
will be checking this against standard results
Boss
• Interested in conclusions and implications
Content
I. ReportsThree Basic Categories
II.Three-stepWriting Process to
Reports and Proposals
A. Plan
1. Analyzing the situation
2. Gathering Information
3. Selecting the Right Medium
4. Organizing the information
5. SupportingYour Message with
Reliable Information
B. Write
C. Complete
What are the three
Categories of
Reports?
3 Basic Categories of Reports
• Offer data, facts, feedback, and other types of information, without
analysis or recommendations
Informational reports
• Offer both information and analysis and can also include
recommendations
Analytical reports
• Present persuasive recommendations to internal or external
audiences, often involving investments or purchases
Proposals
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Informational Reports
Offer data, facts feedback and other types of
information without analysis or recommendations
Reports to Monitor and Control Operations
Reports to Implement Policies and Procedures
Reports to Demonstrate Compliance
Reports to Document Progress
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Analytical Reports
Offer information and analysis; can also include
recommendations
Reports to Assess Opportunities
Reports to Solve Problems
Reports to Support Decisions
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Proposals
Feature persuasive requests for decisions or
action
Internal Proposals
External Proposals
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Plan
1. Analyzing the
Situation
Pay attention to your
statement of purpose,
which explains why you are
preparing the report and
what you plan to deliver.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
To identify potential markets for our new
phone-based videogames
To update the board directors on the progress
of the research project
To submit required information to the
Securities and Exchange Commission
Report sample statement purpose.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
To secure funding in next year’s budget for new
conveyor systems in the warehouse
To get management approval to reorganize the
North American sales force
To secure $2million from outside investors to start
production of the new titanium mountain bike
A proposal must also be guided by a clear
statement or purpose to help you focus on
crafting a persuasive message.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
2. Gathering
Information
Some reports require
formal research projects
in order to gather all the
necessary information.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
3. Selecting the
right medium
The best medium for any given
report might be anything from a
professionally printed and bound
document to an online executive
dashboard that displays nothing
but report highlights.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
4. Organizing your information
• Present the reports’ recommendation, followed by the
conclusions that lead to the recommendation
Direct approach
• Introduce the topic but no conclusions are drawn
immediately, the conclusions and the ultimate
recommendation appear later, in the body of the report.
IndirectApproach
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Informational
reports
4.1
Organizing
Informational
Reports
Comparison
• Showing similarities and differences, advantages and
disadvantages
Importance
• Building up from the least important item to the most
Important or vice versa
Sequence
• Organizing the steps or stages in a process or
procedure
Chronology
• Organizing a chain of events in order from oldest to
Newest or vice versa
Geography
• Organizing by region, city, state, country, or another
Geographic unit
Category
• Grouping a topical category, such as sales, profit, cost
or investment
Exercise: For each sentence, identify the
correct logical order: comparison, importance
, sequence, chronology, geography, and
category
1. You must prepare a status report to
account for daily activities.
2. You must examine how three
companies solved the same
problem.
3. You must write a report to discuss
your department’s major projects.
4. You develop a set of instructions for
an on-the-job training manual.
5. You attended a meeting
representing your boss, and you are
now writing a memo to your boss
about what happened.
Analytical reports
Introduction
Conclusion
Support the conclusion with evidence
Support the conclusion with evidence
Complete the report by highlighting
areas that still need improvement
Summary
4.2 Organizing Analytical Reports
•Focusing on Conclusions
When you’re addressing a receptive audience
Example:
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
4.2 OrganizingAnalytical Reports
Establish
Establish the need
for action in the
introduction by
describing the
problem or
opportunity
Introduce
Introduce the
benefits that can
be achieved if the
recommendation is
adopted, along
with any potential
risks.
List
List the steps
(recommendations
) required to
achieve the
benefit, using
action verbs for
emphasis
Explain
Explain each step
more fully, giving
details on
procedures, costs,
and benefits; if
necessary also
explain how risks
can be minimized.
Summarize
Summarize your
recommendations
Focusing on Recommendations
When readers want to know what you think they should do
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
4.2 Organizing Analytical
Reports
Focusing on Logical Arguments
• When readers are potentially skeptical,
consider using the indirect approach to
logically build toward your conclusion or
recommendation.
• Demonstrate everything that adds up to
your conclusion and use a number of
criteria to decide which option to select
from two or more possibilities.
Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
Practice
1. In which area in Australia should
Starbucks expand its branches to take
advantage of its larger research
budget?
2. What are the causes of the decrease in
enrollment of XYZ University and how
can this problem be avoided in the
future?
3. There has been an issue of excessive
use of ink and papers in printing and
photocopying classroom materials.
Should ABC University make use of
wireless facilities to reduce the costs
associated with using printers and
papers despite the fact that there
maybe some risks in running a
paperless university?
Proposals
Organizing Proposals
I. Introduce what the proposal is all about and write a
clear statement and thesis statement.
II. Highlight the serious nature of the problem and
explain how the information used in the analysis is
collected.
III. Describe the problem(s) and explain how it occurred,
without blaming anyone personally and provide
example
IV. Provide the recommendations/proposed solutions and
explain how it will solve the problem. Provide evidence
using APA citation and referencing.
V. Provide an opposing argument but refute back to your
main proposed solutions.
VI. Neatly summarize both problem and the
recommended solution and call to action
Thesis
Statements
AnalyticalThesis Statement (analyse)
• Example 1: Korean food has become more popular over the
last few years because its fresh ingredients and quick
preparation provides an excellent alternative to processed fast
foods.
• Example 2: In modern times, yoga is often viewed as an
activity exclusively for women, but its history shows that it was
developed primarily by men.
Expository Thesis Statement (explain)
• Example 1: Korean food has many health benefits due to its
fresh ingredients, use of lean meats and uncomplicated
preparation.
• Example 2: Yoga is a form of spiritual practice, which can
equally benefit the mind and body as well as the spirit.
Proposal Thesis Statement (argue)
• Example 1: Korean food needs to be recognized along side
other world cuisines because of its extensive history, its
interesting use of ingredients, and its unique distinction from
other Asian cuisines.
• Example 2: More university students should take up yoga, as
it is a great way to reduce stress, maintain physical health, and
establish a strong sense of self.
How to write a thesis statement
• One method of writing a thesis statement comes
in the form of “X is Y because Z.”
"X" is your main subject
"Y" describes your main subject
"Z" provides the reasons about the description.
For example
Fast food negatively effects our health
because of its many processed ingredients.
Thesis statements: examples
• Weak
The technological changes of the last one hundred years have been
amazing.
This is a huge topic, covering everything from genetically
modified foods in India to the iPod. Choose one kind of
technology or one perspective.
• Strong
Over the last 10 years, changes in wireless technology have made a
profound difference in the way American college students study and
communicate.
Over the last 10 years, changes in wireless technology have made a
profound difference in the way American college students study and
communicate.
“X is Y because Z.”
Thesis statements: examples
• Weak
Drunk driving is a serious problem with long-lasting consequences.
Does anyone not believe that drunk driving is serious? Since all that’s really
argued about is how to stop it, that’s what a paper on the topic should
focus on.
• Strong
An offender’s driver’s license should be automatically suspended after a drunk
driving conviction in order to deter teenagers from dangerous behavior.
An offender’s driver’s license should be automatically suspended after a drunk
driving conviction in order to deter teenagers from dangerous behavior.
“X is Y because Z.”
Thesis statements: examples
• Weak
This paper will first suggest qualities essential to a good corporate manager
and then discuss how those qualities contribute to overall management
style.
Merely provides a “roadmap” but no controversy or tension.
• Strong
Character qualities that make corporate managers successful often make
their management styles ineffective.
Character qualities that make corporate managers successful often make
their management styles ineffective.
“X is Y because Z.”
Thesis statement writing practice
• Technology has a lot of negative effects on human behavior today.
• WatchingTV can be good for children.
• Teenagers today don’t like reading books.
Explain why each of the thesis statements below are weak.Then,
rewrite each statement so that it is makes a strong argument.

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LIB300_Understanding, Planning and Writing Reports and Proposals

  • 2. What is a ‘report’? “A report is a written message presenting information that will help a decision maker to solve business problems”. (Ricks & Gow, 2012) Reports are analytical in nature, longer than letters and memos and contains detailed discussion. Locker, O.K. and Kaczmarek, K.S. (2011). Business Communication: Building Critical Skills. (5th Ed.). NY, Mass. McGraw-Hill / Irwin.
  • 3. Purpose of a Report Provide the relevant details of an activity to a specific audience What is the audience? • Depends on circumstances Instructor • Interested in your methodology and results will be checking this against standard results Boss • Interested in conclusions and implications
  • 4. Content I. ReportsThree Basic Categories II.Three-stepWriting Process to Reports and Proposals A. Plan 1. Analyzing the situation 2. Gathering Information 3. Selecting the Right Medium 4. Organizing the information 5. SupportingYour Message with Reliable Information B. Write C. Complete
  • 5. What are the three Categories of Reports?
  • 6. 3 Basic Categories of Reports • Offer data, facts, feedback, and other types of information, without analysis or recommendations Informational reports • Offer both information and analysis and can also include recommendations Analytical reports • Present persuasive recommendations to internal or external audiences, often involving investments or purchases Proposals Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 7. Informational Reports Offer data, facts feedback and other types of information without analysis or recommendations Reports to Monitor and Control Operations Reports to Implement Policies and Procedures Reports to Demonstrate Compliance Reports to Document Progress Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 8. Analytical Reports Offer information and analysis; can also include recommendations Reports to Assess Opportunities Reports to Solve Problems Reports to Support Decisions Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 9. Proposals Feature persuasive requests for decisions or action Internal Proposals External Proposals Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 10. Plan
  • 11. 1. Analyzing the Situation Pay attention to your statement of purpose, which explains why you are preparing the report and what you plan to deliver. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 12. To identify potential markets for our new phone-based videogames To update the board directors on the progress of the research project To submit required information to the Securities and Exchange Commission Report sample statement purpose. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 13. To secure funding in next year’s budget for new conveyor systems in the warehouse To get management approval to reorganize the North American sales force To secure $2million from outside investors to start production of the new titanium mountain bike A proposal must also be guided by a clear statement or purpose to help you focus on crafting a persuasive message. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 14. 2. Gathering Information Some reports require formal research projects in order to gather all the necessary information. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 15. 3. Selecting the right medium The best medium for any given report might be anything from a professionally printed and bound document to an online executive dashboard that displays nothing but report highlights. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 16. 4. Organizing your information • Present the reports’ recommendation, followed by the conclusions that lead to the recommendation Direct approach • Introduce the topic but no conclusions are drawn immediately, the conclusions and the ultimate recommendation appear later, in the body of the report. IndirectApproach Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 18. 4.1 Organizing Informational Reports Comparison • Showing similarities and differences, advantages and disadvantages Importance • Building up from the least important item to the most Important or vice versa Sequence • Organizing the steps or stages in a process or procedure Chronology • Organizing a chain of events in order from oldest to Newest or vice versa Geography • Organizing by region, city, state, country, or another Geographic unit Category • Grouping a topical category, such as sales, profit, cost or investment
  • 19. Exercise: For each sentence, identify the correct logical order: comparison, importance , sequence, chronology, geography, and category 1. You must prepare a status report to account for daily activities. 2. You must examine how three companies solved the same problem. 3. You must write a report to discuss your department’s major projects. 4. You develop a set of instructions for an on-the-job training manual. 5. You attended a meeting representing your boss, and you are now writing a memo to your boss about what happened.
  • 21. Introduction Conclusion Support the conclusion with evidence Support the conclusion with evidence Complete the report by highlighting areas that still need improvement Summary 4.2 Organizing Analytical Reports •Focusing on Conclusions When you’re addressing a receptive audience Example: Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 22. 4.2 OrganizingAnalytical Reports Establish Establish the need for action in the introduction by describing the problem or opportunity Introduce Introduce the benefits that can be achieved if the recommendation is adopted, along with any potential risks. List List the steps (recommendations ) required to achieve the benefit, using action verbs for emphasis Explain Explain each step more fully, giving details on procedures, costs, and benefits; if necessary also explain how risks can be minimized. Summarize Summarize your recommendations Focusing on Recommendations When readers want to know what you think they should do Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 23. 4.2 Organizing Analytical Reports Focusing on Logical Arguments • When readers are potentially skeptical, consider using the indirect approach to logically build toward your conclusion or recommendation. • Demonstrate everything that adds up to your conclusion and use a number of criteria to decide which option to select from two or more possibilities. Bovee, C., &Thill, John. (2012). Business Communication Essentials (5th Ed.). Upper Saddle River, N.J: Prentice Hall
  • 24. Practice 1. In which area in Australia should Starbucks expand its branches to take advantage of its larger research budget? 2. What are the causes of the decrease in enrollment of XYZ University and how can this problem be avoided in the future? 3. There has been an issue of excessive use of ink and papers in printing and photocopying classroom materials. Should ABC University make use of wireless facilities to reduce the costs associated with using printers and papers despite the fact that there maybe some risks in running a paperless university?
  • 26. Organizing Proposals I. Introduce what the proposal is all about and write a clear statement and thesis statement. II. Highlight the serious nature of the problem and explain how the information used in the analysis is collected. III. Describe the problem(s) and explain how it occurred, without blaming anyone personally and provide example IV. Provide the recommendations/proposed solutions and explain how it will solve the problem. Provide evidence using APA citation and referencing. V. Provide an opposing argument but refute back to your main proposed solutions. VI. Neatly summarize both problem and the recommended solution and call to action
  • 27. Thesis Statements AnalyticalThesis Statement (analyse) • Example 1: Korean food has become more popular over the last few years because its fresh ingredients and quick preparation provides an excellent alternative to processed fast foods. • Example 2: In modern times, yoga is often viewed as an activity exclusively for women, but its history shows that it was developed primarily by men. Expository Thesis Statement (explain) • Example 1: Korean food has many health benefits due to its fresh ingredients, use of lean meats and uncomplicated preparation. • Example 2: Yoga is a form of spiritual practice, which can equally benefit the mind and body as well as the spirit. Proposal Thesis Statement (argue) • Example 1: Korean food needs to be recognized along side other world cuisines because of its extensive history, its interesting use of ingredients, and its unique distinction from other Asian cuisines. • Example 2: More university students should take up yoga, as it is a great way to reduce stress, maintain physical health, and establish a strong sense of self.
  • 28. How to write a thesis statement • One method of writing a thesis statement comes in the form of “X is Y because Z.” "X" is your main subject "Y" describes your main subject "Z" provides the reasons about the description. For example Fast food negatively effects our health because of its many processed ingredients.
  • 29. Thesis statements: examples • Weak The technological changes of the last one hundred years have been amazing. This is a huge topic, covering everything from genetically modified foods in India to the iPod. Choose one kind of technology or one perspective. • Strong Over the last 10 years, changes in wireless technology have made a profound difference in the way American college students study and communicate. Over the last 10 years, changes in wireless technology have made a profound difference in the way American college students study and communicate. “X is Y because Z.”
  • 30. Thesis statements: examples • Weak Drunk driving is a serious problem with long-lasting consequences. Does anyone not believe that drunk driving is serious? Since all that’s really argued about is how to stop it, that’s what a paper on the topic should focus on. • Strong An offender’s driver’s license should be automatically suspended after a drunk driving conviction in order to deter teenagers from dangerous behavior. An offender’s driver’s license should be automatically suspended after a drunk driving conviction in order to deter teenagers from dangerous behavior. “X is Y because Z.”
  • 31. Thesis statements: examples • Weak This paper will first suggest qualities essential to a good corporate manager and then discuss how those qualities contribute to overall management style. Merely provides a “roadmap” but no controversy or tension. • Strong Character qualities that make corporate managers successful often make their management styles ineffective. Character qualities that make corporate managers successful often make their management styles ineffective. “X is Y because Z.”
  • 32. Thesis statement writing practice • Technology has a lot of negative effects on human behavior today. • WatchingTV can be good for children. • Teenagers today don’t like reading books. Explain why each of the thesis statements below are weak.Then, rewrite each statement so that it is makes a strong argument.

Editor's Notes

  1. Distribute the sample reports.
  2. Reports to Monitor and Control Operations Provide feedback and other information for decision making (plans, operating reports, personal activity reports) Reports to Implement Policies and Procedures Communicate organizational rules and positions (guidelines, position papers) Reports to Demonstrate Compliance Provide information to show regulators or other authorities that the company meets formal requirements Reports to Document Progress Provide managers or customers with information on project status
  3. Reports to Assess Opportunities Explain the risks and rewards of choosing a course of action (market analysis reports, due diligence reports) Reports to Solve Problems Analyze problems and (optionally) suggest solutions (troubleshooting reports, failure analysis reports) Reports to Support Decisions Judge the merits of past or future decisions (feasibility reports, justification reports)
  4. Internal Proposals Request decisions from managers within the organization (funding proposals, general project proposals) External Proposals Request decisions from parties outside the organization (investment proposals, grant proposals, sales proposals)
  5. Chronological Comparison
  6. Receptive - willing or inclined to receive  suggestions, offers, etc., with favor: a receptive listener.
  7. Recommendation Logical arguments Conclusion
  8. Technology’s effect on human behavior Impact of video games on children Effects of social networking on society