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Report Writing:. Introduction & Planning the Report. ES 2002 Business Communication: Benny Lai – Christina Cahyadi - Diana Zhang. Agenda Intro: Def Cat Overview Planning: Position Prob Poss Proposal Conclusion. Introduction to Report Writing. Definition. Categorization. Overview.
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Report Writing: Introduction & Planning the Report ES 2002 Business Communication: Benny Lai – Christina Cahyadi - Diana Zhang
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Introduction to Report Writing Definition Categorization Overview Today’s Agenda
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Planning the Report Writing Process Position Problem Possibilities Proposals Today’s Agenda(cont’d)
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Introduction to Report Writing
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Definition A business report is anorderlyand objectivecommunication offactual informationthat servessomebusiness purpose.
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Different Categories Reports Function Form Time • Memorandum • Letter • Manuscript • Progress • Periodic • Special • Informational • Analytical
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion What makes a GOOD report? • Meet readers’ needs & levels • Clear & logical structure • No assumptions made on readers’ comprehension ability • Good language • Presentation, presentation, presentation
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion THE REPORT PROPER THE REPORT PROPER THE REPORT PROPER THE REPORT PROPER LETTER REPORT MEMO REPORT Letter of Trans- mittal Table of Contents Title page Title page Title page Title page Summary Combi-nation Trans- mittal & Summary Combi-nation Trans- mittal & Summary Table of Contents Formal Situations Complex Problems Informal Situations Simple Problems
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Overview 1. Planning the Report 2. Designing the Research Tools 3. Collecting & Analyzing the Data 6. Editing/Proofreading the Report 5. Writing the Report 4. Organizing the Information
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Phase 2: RESEARCH Determine the methodology Collect the information Phase 3: ANALYSE Organise & evaluate the information Draw conclusions & make recommendations Phase 4: WRITE Draft, revise & edit the report Package the report Overview (cont’d) Phase 1: PREPARE Identify & define the problem Analyze the audience
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Planning the Report
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion The 4 ‘P’s... Position Problem Possibilities Proposals
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Given a scenario... General ManagerofCompany BCD requested a report from theMarketing Managerto explain thedeclining profits ofProduct X in year 2003.
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion 1st ‘P’ --- Position • Readers • Background information • Scope • Limitations
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Position(cont’d):Readers • Primary reader • Authorizes the report • GM of Company BCD • Secondary reader • Other personnel • Managing Director and/or CEO of Company BCD
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Position (cont’d):Background Information • Background info that readers need • Company BCD’s mission/aim • Product X’s information
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Position(cont’d):Scope • Indicates size & complexity of report • Boundaries of investigation • Sales figures since the launch of Pdt X • Past marketing strategies employed
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Position(cont’d):Limitations • Factors affecting report’s quality • Difficulty in measuring
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion 2nd ‘P’ --- Problem • Problem Statement • Who defines? • GM of Company BCD • How to define? • “Why did profits of Pdt X decline in 2003?” • “What steps should be taken to increase profits in 2004?”
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Problem (cont’d) • Purpose Statement • Defines report’s objectives • Phrased with an infinitive phrase • “The purpose of the report is to analyze the decline in profits of Product X in yr 2003 and to suggest ways to increase profits in yr 2004.”
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Operating Cost Promotional Strategy Target Market Price Product Place 3rd ‘P’ -- Possibilities • Identify ALL relevant issues
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Possibilities (cont’d) • Formulate hypotheses • What is a “hypothesis”? • An unproved theory, proposition, etc., tentatively accepted to explain certain facts or to provide a basis for further investigation.
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Possibilities(cont’d) • Customers find that Pdt X’s packaging is not appealing. Operating Cost Product • Operating costs are too high. • Pdt X’s functions are not up to customers’ expectations. Target Market Price • Pdt X is targeted at the wrong market. • Customers feel that the price of Pdt X is too high. Promotional Strategy Place • Pdt X is distributed in channels that are inaccessible to customers. • Promotional activities are not aggressive enough.
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion 4th ‘P’ --- Proposals • Tentative recommendations • Based on the previous hypotheses • Proposals are also hypotheses
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Proposals(cont’d) Operating Cost H: Operating costs are too high. P: Outsource production of components that are not efficiently produced in- house
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Proposals(cont’d) Product H: Product X’s functions are not up to customers’ expectations P: Impose quality control measures P: Benchmark against competitors
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Proposals(cont’d) Price H: Customers feel that the price of Product X is too high P: Leave the price unchanged but offer incentives E.g. Bundling up with a free gift
AgendaIntro: DefCatOverviewPlanning: PositionProbPossProposalConclusion Conclusion
Prepare Definition Categorization Overview Research Analyze Write • P • Readers • Background info • Scope • Limitations osition • P • Problem statement • Purpose statement roblem Report Writing • P • Problem factoring ossibilities • P • Tentative recommendations roposals