1 / 27

Planning Reports and Proposals

Planning Reports and Proposals. Learning Objectives. Adapt the three-step writing process to reports and proposals Explain the value of a work plan in the development of long reports List the key elements of a business plan. Learning Objectives.

rowlandl
Download Presentation

Planning Reports and Proposals

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Planning Reports and Proposals

  2. Learning Objectives • Adapt the three-step writing process to reports and proposals • Explain the value of a work plan in the development of long reports • List the key elements of a business plan

  3. Learning Objectives • Identify three steps you can take to ensure effective organization of online reports and other website content • Discuss three major ways to organize analytical reports • Explain how to choose an organizational strategy when writing a proposal

  4. Effective Reports and Proposals • Informational reports • Analytical reports • Proposals

  5. Analyze Situation Adapt to the Audience Revise Gather Information Produce Message Compose the Message Select Medium Proofread Message Get Organized Distribute Message The Three-Step Process Planning Writing Completing

  6. Define purpose To inform To identify To analyze Create work plan Determine tasks Create outline Set schedule Analyzing the Situation

  7. Define Your Purpose • Informational • Audience needs • Audience expectations • Analytical • Perceived problem • Perceived opportunity

  8. Prepare the Work Plan • Problem, opportunity, purpose, and scope • Tasks to be accomplished • Final products or outcomes • Schedules and requirements • Plans for following up • Working outline

  9. Gather the Information • Purpose • Audience • Priorities

  10. Select the Medium • Media requirements • Media preferences • Feedback preferences • Subject matter

  11. Organize the Information • Direct approach • State conclusions and recommendations • Introduce findings • Include support • Indirect approach • Introduce findings • Discussion and support • State conclusions and recommendations

  12. Planning Informational Reports • Monitor and control operations • Implement policies and procedures • Demonstrate compliance • Report progress

  13. Organizing Informational Reports • Comparison • Importance • Sequence • Chronology • Geography • Category • Spatial orientation

  14. Creating Business Plans • Summary • Mission and objectives • Company and industry • Products or services • Market and competition • Management • Marketing strategy

  15. Creating Business Plans • Design and development plans • Operations plan • Overall schedule • Critical risks and problems • Financial projections • Financial requirements • Exit strategy

  16. Organizing Websites • Readers are demanding • Reading online is difficult • The format is non-linear • The medium is multidimensional

  17. Information Architecture • Site navigation • User control • Information “chunks”

  18. Planning Analytical Reports • Assess opportunities • Market analysis and due diligence • Solve problems • Troubleshooting and failure analysis • Support decisions • Feasibility and justification

  19. Challenges of Writing Analytical Reports • Investigation • Persuasion • Responsibility

  20. Defining the Problem • What needs to be determined? • Why is this issue important? • Who is involved in the situation? • Where is the trouble located? • How did the situation originate? • When did it start?

  21. Methods of Organization • Focus on conclusions • Focus on recommendations • Focus on logical arguments

  22. Focus on Conclusions • Advantages • Ease of use • Bottom-line driven • Disadvantages • Possible resistance • Oversimplification

  23. Focus on Recommendations • Establish the need for action • Introduce the overall benefits • List the required steps • Explain each step more fully • Summarize the recommendations

  24. Focus on Logical Arguments • 2 + 2 = 4 approach • Yardstick approach

  25. Planning Proposals • Internal • Funding and management support • General projects • External • Investments and grants • Sales

  26. Types of Proposals • Solicited • Requested (RFP) • Audience initiated • Unsolicited • Not requested • Writer initiated

  27. Organizing Proposals • Solicited • Expected • Direct approach • Unsolicited • Unexpected • Indirect approach

More Related