Completing Reports and Proposals

1. Completing Reports and Proposals

2. Learning Objectives • Summarize the four tasks involved in completing business report and proposals • Identify the major components of a formal report • Identify the circumstances in which you should include letters of authorization and letters of acceptance in your reports

3. Learning Objectives • Explain the difference between a synopsis and an executive summary • Identify the major components of a formal proposal • Identify the major components to include in a request for proposals (RFP)

4. Finalizing FormalReports and Proposals • Revising • Producing • Proofreading • Distributing

5. Revising Formal Reports and Proposals • Organization • Style and tone • Readability • Content

6. Producing Formal Reports and Proposals • Design elements • Production work • Computer resources • Audience expectations

7. Components of Formal Reports • Prefatory parts • Text of the report • Supplementary parts

8. Cover Authorization or Acceptance List of Illustrations Title Fly Transmittal Document Synopsis or Abstract Title Page Table of Contents Executive Summary Prefatory Parts

9. Text of the Report • Introduction • Body • Closing

10. Supplementary Parts • Appendixes • Bibliography • Index

11. Components of Proposals • Prefatory elements • Textual elements

12. Proposal Cover Title Fly Title Page Table of Contents List of Illustrations Request for Proposal Executive Summary Transmittal Document Prefatory Elements

13. Textual Elements • Introduction • Body • Closing

14. Proofreading • Inconsistencies • Errors and omissions • Missing components

15. Distribution of Reports and Proposals • Physical • Electronic • Web-based

16. Requests for Proposals • Company background • Project description • Overall requirements • Decision-making criteria • Proposal requirements • Submission and contact information

17. Management of RFPs • Decision criteria • Response time • Tracking system