BusCom12.ppt 270KB Mar 29 2010 04:55:18 AM

Planning Business
Reports and
Proposals

©

Business Communicat

Chapter 12 -

Reports and Proposals
Guide
Decisions

Comply with
Government
Regulations

Gain the
Acceptance
of Others


Monitor
and Control
Operations

Implement
Policies and
Procedures

Document
Results

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Business Communicat

Chapter 12 -

Classifying Reports
Source

Frequency
Audience
Length
Intent
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Business Communicat

Chapter 12 -

Informational
Reports
Monitor and
Control Operations

State Policies
and Procedures

Document
Compliance


Report Progress

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Business Communicat

Chapter 12 -

Monitoring and
Controlling Operations
Written
Plans

Operating
Reports

Activity
Reports


•Strategic Plans

•MIS Reports

•Sales-Call Reports

•Business Plans

•Annual Reports

•Expense Reports

•Marketing Plans

•Sales Reports

•Recruiting Reports

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Business Communicat

Chapter 12 -

Implementing
Policies and
Procedures
Lasting
Lasting
Guidelines
Guidelines
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Position
Position
Papers
Papers

Business Communicat


Chapter 12 -

Complying with
Government
Regulations
Annual
Annual
Reports
Reports
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Interim
Interim
Reports
Reports

Business Communicat

Chapter 12 -


Documenting Progress
on Workplace Projects
Interim
Reports
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Final
Reports

Business Communicat

Chapter 12 -

Analytical Reports

Problem-Solving
Problem-Solving
Reports
Reports


Business
Business
Proposals
Proposals

Conclusions

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Business Communicat

Chapter 12 -

Persuasion

Solutions

Recommendations

Solving Problems

Troubleshooting Reports
Feasibility Reports
Justification Reports
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Business Communicat

Chapter 12 -

Writing Proposals

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Internal

External

Solicited

Unsolicited


Business Communicat

Chapter 12 -

Three-Step Writing
Process
Planning

Writing

Completing

Chapter
Chapter 12
12

Chapter 13

Chapter 14


•Analyzing

•Organizing

•Revising

•Investigating

•Composing

•Producing

•Adapting

•Designing

•Proofreading

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Business Communicat

Chapter 12 -

Planning Reports

Analysis

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Investigation Adaptation

Business Communicat

Chapter 12 -

Analyzing the
Situation
Informational
Reports
Analytical
Reports
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Business Communicat

Chapter 12 -

Problem Definition
for Analytical Reports

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Clarify
the Problem

Ask the
Right Questions

Factor
the Problem

Form a
Hypothesis

Business Communicat

Chapter 12 -

What Is the Purpose
of the Report?

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To Inform

To Persuade

To Recommend

To Confirm

To Analyze

To Summarize

Business Communicat

Chapter 12 -

Developing a
Preliminary Outline
I.

First Major Part
A.

First subpoint

B.

Second subpoint

C.

II.

1.

Evidence

2.

Evidence

Third subpoint

Second Major Point
A.

First subpoint

B.

Second subpoint

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Parallel
Construction

Consistent
Headings

Business Communicat

Chapter 12 -

Preparing the Work Plan
• Statement of the problem
• Statement of the purpose and scope
• Discussion of tasks to be accomplished
• Description of final products or outcomes
• Review of schedules and requirements
• Plans for following up
• Working outline
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Business Communicat

Chapter 12 -

The Research Process
1

3

Understand Topic
and Assignment

Evaluate and
Finalize Sources

5

2

4

Find and Access
Information

Process
Information

6

Analyze Data

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Business Communicat

Interpret
Findings

Chapter 12 -

Adapting to the
Audience
“You” Attitude
Positive Tone
Credibility
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Business Communicat

Chapter 12 -

Adapting to the
Audience
Polite Treatment
Bias-Free Language
Corporate Image
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Business Communicat

Chapter 12 -

Selecting the Channel
and Medium
Written
Reports
Oral
Reports
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Complex
Information
Future
Reference
Immediate
Feedback
Nonverbal
Communication

Business Communicat

Chapter 12 -

Electronic Reports
•Cost and space savings

Advantages

•Faster distribution
•Multimedia features
•Ease of maintenance
•Hardware and software costs
•System incompatibility

Disadvantages•
Training needs

Training needs

•Data security
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Business Communicat

Chapter 12 -