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(
Report Writing
Facilitated by Chris Friend
The John Scott Dailey Florida Institute of Government
                                                        )
(   Introductions
     ⊛ Name
                          )
     ⊛ What You Do/Did
     ⊛ Years of Service
     ⊛ Experience With
       Reports
(   Today’s
    Agenda
    1. Reports: Purpose & Goals
                                  )
    2. Writing Style

    3. Writing Process

    4. Memos & Emails
(   Chapter 1
    Reports: Purpose and Goals   )
(   Purpose of This Seminar                )
    To teach Officers how to gather
    information and organize, write, and
    edit successful code enforcement
    documents that are accurate,
    complete, and understandable—
    the first time they’re read!
(   Purpose of This Seminar                )
    To teach Officers how to gather
    information and organize, write, and
    edit successful code enforcement
    documents that are accurate,
    complete, and understandable—
    the first time they’re read!
(   Purpose of This Seminar                )
    To teach Officers how to gather
    information and organize, write, and
    edit successful code enforcement
    documents that are accurate,
    complete, and understandable—
    the first time they’re read!
(   Goals of
    Reports
    ⊛ Record Evidence
                                   )
    ⊛ Document violations &
      corrections
      ⊛ Dates & Times
      ⊛ People, Places, & Events
    ⊛ Cite codes, ordinances,
      & statutes
(   Your Goals
    ⊛ Be accurate.
                                      )
    ⊛ Be logical.
      (Check your inferences.)
    ⊛ Be objective.
      ⊛ Rely on verifiable evidence.
      ⊛ Remove personal feelings.
(   Types of
    Documents
    ⊛ Initial Complaint/
                           )
      Investigation
    ⊛ Activity/Follow-up
    ⊛ Case Docket or
      Summary
    ⊛ Miscellaneous
(   Document
    Uses
    ⊛ Permanent Record
                               )
    ⊛ Statistics & Reference
    ⊛ Informs Violator
    ⊛ Coordinates Follow-up
    ⊛ Helps Investigations
    ⊛ Officer Evaluations
(   Sources
    ⊛ Direct Observations
                               )
    ⊛ Public Reporting
      ⊛ Visits
      ⊛ Phone Calls & Emails
    ⊛ Interviews/Discussions
    ⊛ Other Reports &
      Documents
(   Report
    Readers
    ⊛ Other Officers
                                  )
    ⊛ Supervisors
    ⊛ Attorneys
    ⊛ Judges, Enforcement
      Boards, etc.
    ⊛ Gov’t Officials
    ⊛ Reporters
    ⊛ Citizens, incl. Violators
(   Benefits of
    Standards
    ⊛ Uniform Writing
                            )
    ⊛ Consistency =
      Accuracy
    ⊛ Better Completion
    ⊛ Consistent Training
(   Sources of
    Standards
    ⊛ Florida Statutes
                             )
    ⊛ Administrative Rules
    ⊛ Dept./Agency SOPs
    ⊛ Pre-made Forms
(   Potential
    Problems
    ⊛ Handwriting
                             )
    ⊛ Insufficient Info
    ⊛ Too Much Detail
    ⊛ Omitted Interactions
    ⊛ Omitted Agreements
    ⊛ Limiting Forms
(   Chapter 1
    Reports: Purpose and Goals   )
(   Chapter 2
     Writing Style for Reports   )
(   Plain
    Language
    ⊛ Use everyday words.
                                  )
    ⊛ Use strong, active verbs.
    ⊛ Consider using lists.
    ⊛ Keep sentences/¶s
      short.
    ⊛ Use “you” and “we”.
(   Rules for
    Code Docs
    1. Include facts only.
                             )
    2. Write clearly.

    3. Be concise.

    4. Be complete.

    5. Write accurately.
(   Rules for
    Code Docs
    6. Check grammar and
                           )
       punctuation.

    7. Ensure mechanical
       accuracy.

    8. Write legibly.

    9. Be on time.
(   Rules for
    Sentences
    1. Include everything
                              )
       necessary.

    2. Exclude everything
       else.

    3. Keep sentences short
       (avg 17 words).
(   Rules for
    Sentences
    4. Keep nouns close to
                               )
       verbs.

    5. Prefer active voice.

    6. Eliminate misplaced
       modifiers.

    7. Eliminate redundancy.
(   Rules for
    Paragraphs
    1. Keep them on one
                                )
       topic and in order.

    2. Keep them short. (75
       words, or 5 sentences,
       works well.)

    3. Keep them positive.
(   Chapter 2
     Writing Style for Reports   )
(    Chapter 3
    Code-Enforcement Documents   )
(   Writing
    Process
    ⊛ Determine Purpose
                              )
    ⊛ Identify Reader
    ⊛ Gather Info
    ⊛ Organize the Document
    ⊛ Write
(   Written
    Communication              )
                     Pu
          er
         ad



                        r po
        Re



              Effective
                          se
               Writing

              Message
(   Purpose
    ⊛ Record Violations &
                                 )
      Resolutions
      ⊛ Initiation
      ⊛ Initial Complaint or
        Investigation

      ⊛ Activity (Follow-up)
      ⊛ Case Dockets/Summaries
(   Reader
    Analysis
    ⊛ Primary vs. Secondary
                               )
    ⊛ Education Level
      (sentence/word length)
    ⊛ Language Type
      ⊛ Common
      ⊛ Professional
      ⊛ Specialized
      ⊛ Geographic
(   Gathering
    Information
    ⊛ 6 Question Words
                          )
    ⊛ Take Notes!
      ⊛ Be prompt.
      ⊛ Use ink.
      ⊛ Keep organized.
    ⊛ Take Photos.
(   Outlining
    ⊛ Why outline?
                      )
     ⊛ Organization
     ⊛ Thoroughness
     ⊛ Directness
     ⊛ Simplicity
(   Outlining
    ⊛ How to Organize?
                                       )
     ⊛ Chronologically
     ⊛ Formally
       ⊛   Likely Dept. Standard
       ⊛   Summary
       ⊛   Purpose
       ⊛   Report
       ⊛   Conclusion/Recommendation
(   Initial Complaint
                            • Full narrative sentences
                                                              )
      Notification or        • Chronological order
       Observation
                            • Use appropriate form to make
                               sure you get all needed info
      Staff Creates
     Complaint Form



                                       YES   Make Notice
     Officer Visits Site   Violation?         of Violation

                               NO

                          Close the
                          Complaint
(   Initial
    Complaint
    ⊛ Cover the 6 question words.
                                 )
    ⊛ Use complete sentences.
    ⊛ Use the first (not third)
      person.
    ⊛ Use chronological order.
    ⊛ Be neat.
(   Follow-up
    Document
    ⊛ Use forms, if available.
                                 )
    ⊛ Use chronological order.
    ⊛ Use mixed case.
    ⊛ Skip lines between ¶s.
    ⊛ Type, don’t write.
(   Case
    Docket                   )
    ⊛ Board Name & Docket Title
    ⊛ Purpose
    ⊛ Description
    ⊛ Past Hearing/Order
    ⊛ Case History
    ⊛ Summary of Notices
    ⊛ Recommendation (Opt.)
(    Chapter 3
    Code-Enforcement Documents   )
(   Chapter 4
      Memo & Email Update   )
(   Memos &
    Emails Use
    ⊛ Simple, Standardized
                             )
      Format
    ⊛ Jargon (If Reader
      Understands)
    ⊛ Headings & Lists
(   Memos &
    Emails Omit
    ⊛ Salutation
                                 )
    ⊛ Complimentary Close
    ⊛ Name/Title/Signature
    ⊛ Titles (Mr., Mrs., etc.)
(   Memo &
    Email To-Dos
    1. Use Signposts
                          )
    2. Use Simple Style

    3. Number Questions

    4. Know Your Reader
(   Memo &
    Email To-Dos
    5. Be Conversational
                            )
    6. Use Plain Language

    7. Be Polite

    8. Attach Wisely
(   Memo &
    Email Don’ts
    9. Don’t be emotional or
                                 )
       confidential. (No anger
       or gossip.)

    10. Don’t be rude or
        careless. (Think
        patience and privacy.)
(   Fixing Long
    Emails
    ⊛ Summary
                   )
    ⊛ Background
    ⊛ Action
(   Email
    Warning
    ⊛ Never send something
                             )
      via email that you
      wouldn’t want to see
      in the newspaper.
      ⊛ Forwarding
      ⊛ Sunshine Laws
( Thank You.                                            )
Facilitated by Chris Friend
The John Scott Dailey Florida Institute of Government

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Report Writing

  • 1. ( Report Writing Facilitated by Chris Friend The John Scott Dailey Florida Institute of Government )
  • 2. ( Introductions ⊛ Name ) ⊛ What You Do/Did ⊛ Years of Service ⊛ Experience With Reports
  • 3. ( Today’s Agenda 1. Reports: Purpose & Goals ) 2. Writing Style 3. Writing Process 4. Memos & Emails
  • 4. ( Chapter 1 Reports: Purpose and Goals )
  • 5. ( Purpose of This Seminar ) To teach Officers how to gather information and organize, write, and edit successful code enforcement documents that are accurate, complete, and understandable— the first time they’re read!
  • 6. ( Purpose of This Seminar ) To teach Officers how to gather information and organize, write, and edit successful code enforcement documents that are accurate, complete, and understandable— the first time they’re read!
  • 7. ( Purpose of This Seminar ) To teach Officers how to gather information and organize, write, and edit successful code enforcement documents that are accurate, complete, and understandable— the first time they’re read!
  • 8. ( Goals of Reports ⊛ Record Evidence ) ⊛ Document violations & corrections ⊛ Dates & Times ⊛ People, Places, & Events ⊛ Cite codes, ordinances, & statutes
  • 9. ( Your Goals ⊛ Be accurate. ) ⊛ Be logical. (Check your inferences.) ⊛ Be objective. ⊛ Rely on verifiable evidence. ⊛ Remove personal feelings.
  • 10. ( Types of Documents ⊛ Initial Complaint/ ) Investigation ⊛ Activity/Follow-up ⊛ Case Docket or Summary ⊛ Miscellaneous
  • 11. ( Document Uses ⊛ Permanent Record ) ⊛ Statistics & Reference ⊛ Informs Violator ⊛ Coordinates Follow-up ⊛ Helps Investigations ⊛ Officer Evaluations
  • 12. ( Sources ⊛ Direct Observations ) ⊛ Public Reporting ⊛ Visits ⊛ Phone Calls & Emails ⊛ Interviews/Discussions ⊛ Other Reports & Documents
  • 13. ( Report Readers ⊛ Other Officers ) ⊛ Supervisors ⊛ Attorneys ⊛ Judges, Enforcement Boards, etc. ⊛ Gov’t Officials ⊛ Reporters ⊛ Citizens, incl. Violators
  • 14. ( Benefits of Standards ⊛ Uniform Writing ) ⊛ Consistency = Accuracy ⊛ Better Completion ⊛ Consistent Training
  • 15. ( Sources of Standards ⊛ Florida Statutes ) ⊛ Administrative Rules ⊛ Dept./Agency SOPs ⊛ Pre-made Forms
  • 16. ( Potential Problems ⊛ Handwriting ) ⊛ Insufficient Info ⊛ Too Much Detail ⊛ Omitted Interactions ⊛ Omitted Agreements ⊛ Limiting Forms
  • 17. ( Chapter 1 Reports: Purpose and Goals )
  • 18. ( Chapter 2 Writing Style for Reports )
  • 19. ( Plain Language ⊛ Use everyday words. ) ⊛ Use strong, active verbs. ⊛ Consider using lists. ⊛ Keep sentences/¶s short. ⊛ Use “you” and “we”.
  • 20. ( Rules for Code Docs 1. Include facts only. ) 2. Write clearly. 3. Be concise. 4. Be complete. 5. Write accurately.
  • 21. ( Rules for Code Docs 6. Check grammar and ) punctuation. 7. Ensure mechanical accuracy. 8. Write legibly. 9. Be on time.
  • 22. ( Rules for Sentences 1. Include everything ) necessary. 2. Exclude everything else. 3. Keep sentences short (avg 17 words).
  • 23. ( Rules for Sentences 4. Keep nouns close to ) verbs. 5. Prefer active voice. 6. Eliminate misplaced modifiers. 7. Eliminate redundancy.
  • 24. ( Rules for Paragraphs 1. Keep them on one ) topic and in order. 2. Keep them short. (75 words, or 5 sentences, works well.) 3. Keep them positive.
  • 25. ( Chapter 2 Writing Style for Reports )
  • 26. ( Chapter 3 Code-Enforcement Documents )
  • 27. ( Writing Process ⊛ Determine Purpose ) ⊛ Identify Reader ⊛ Gather Info ⊛ Organize the Document ⊛ Write
  • 28. ( Written Communication ) Pu er ad r po Re Effective se Writing Message
  • 29. ( Purpose ⊛ Record Violations & ) Resolutions ⊛ Initiation ⊛ Initial Complaint or Investigation ⊛ Activity (Follow-up) ⊛ Case Dockets/Summaries
  • 30. ( Reader Analysis ⊛ Primary vs. Secondary ) ⊛ Education Level (sentence/word length) ⊛ Language Type ⊛ Common ⊛ Professional ⊛ Specialized ⊛ Geographic
  • 31. ( Gathering Information ⊛ 6 Question Words ) ⊛ Take Notes! ⊛ Be prompt. ⊛ Use ink. ⊛ Keep organized. ⊛ Take Photos.
  • 32. ( Outlining ⊛ Why outline? ) ⊛ Organization ⊛ Thoroughness ⊛ Directness ⊛ Simplicity
  • 33. ( Outlining ⊛ How to Organize? ) ⊛ Chronologically ⊛ Formally ⊛ Likely Dept. Standard ⊛ Summary ⊛ Purpose ⊛ Report ⊛ Conclusion/Recommendation
  • 34. ( Initial Complaint • Full narrative sentences ) Notification or • Chronological order Observation • Use appropriate form to make sure you get all needed info Staff Creates Complaint Form YES Make Notice Officer Visits Site Violation? of Violation NO Close the Complaint
  • 35. ( Initial Complaint ⊛ Cover the 6 question words. ) ⊛ Use complete sentences. ⊛ Use the first (not third) person. ⊛ Use chronological order. ⊛ Be neat.
  • 36. ( Follow-up Document ⊛ Use forms, if available. ) ⊛ Use chronological order. ⊛ Use mixed case. ⊛ Skip lines between ¶s. ⊛ Type, don’t write.
  • 37. ( Case Docket ) ⊛ Board Name & Docket Title ⊛ Purpose ⊛ Description ⊛ Past Hearing/Order ⊛ Case History ⊛ Summary of Notices ⊛ Recommendation (Opt.)
  • 38. ( Chapter 3 Code-Enforcement Documents )
  • 39. ( Chapter 4 Memo & Email Update )
  • 40. ( Memos & Emails Use ⊛ Simple, Standardized ) Format ⊛ Jargon (If Reader Understands) ⊛ Headings & Lists
  • 41. ( Memos & Emails Omit ⊛ Salutation ) ⊛ Complimentary Close ⊛ Name/Title/Signature ⊛ Titles (Mr., Mrs., etc.)
  • 42. ( Memo & Email To-Dos 1. Use Signposts ) 2. Use Simple Style 3. Number Questions 4. Know Your Reader
  • 43. ( Memo & Email To-Dos 5. Be Conversational ) 6. Use Plain Language 7. Be Polite 8. Attach Wisely
  • 44. ( Memo & Email Don’ts 9. Don’t be emotional or ) confidential. (No anger or gossip.) 10. Don’t be rude or careless. (Think patience and privacy.)
  • 45. ( Fixing Long Emails ⊛ Summary ) ⊛ Background ⊛ Action
  • 46. ( Email Warning ⊛ Never send something ) via email that you wouldn’t want to see in the newspaper. ⊛ Forwarding ⊛ Sunshine Laws
  • 47. ( Thank You. ) Facilitated by Chris Friend The John Scott Dailey Florida Institute of Government