PYP Programme Reporting to Managers Prepared by: Rob Dawson – QIBA January 2014

1. PYPProgramme Reporting to Managers Prepared by: Rob Dawson – QIBA January 2014

2. Background During the course of your career you will be required to report to management on varying duties and tasks that you have been allocated. Depending on how you go about these tasks will in many respects be a determining factor in the success of your career. Can anyone suggest what the key elements of good reporting practice are?

3. Background Cont..

4. Understanding • Written & • Verbal instruction • Identify required key elements • Make or take notes • Highlight the critical facts, the make or break. • Understand the secondary issues which affect the critical facts.

5. Time constraints • When are you to deliver on the task • Prioritise your work • Other constraints • Resources • Budget etc.

6. Break the task down • Achievable steps • Understand how these steps are interrelated • What do I need to do first? • What steps are stand alone & • What steps are required to be completed before the next step is undertaken.

7. Make sure you address the required task • Don’t get side tracked. • Report only the required information. • Brevity is the key. • Research – Validate –Research must be valid- Wikipedia is not valid research. • Use reputable sources. • REMEMBER • What's it for; • Who is the audience; • Who will read it;

8. Reporting • Some organisations may have a particular format or template when writing reports, use it. • If not remember be concise. • Lay it out clearly. • No spelling mistakes or grammatical errors. • No shorthand language i.e. • ‘u’, ‘plz’, ‘n’, ‘coz’ etc.

9. Format/lay out. • Organisation Name: • Department: • Issue: • To: ? • Author: • Date:

10. Format cont…. • Executive Summary • Issues • Limitations /constraints • Conclusions • Recommendations

11. Body of the report • Background • Reasons for the report • Issues • Research • Find relevant information • Internal • External sources • Summarise the information • Conclusions • Recommendations

12. REMEMBER The five steps for effective business reports • Prepare : understand, what where & why. • Organise: organise information in a logical order. • Write: write, let it flow. • Edit: read it from the readers point of view. • Read: reread, edit, don’t write something you may regret.

13. Case studies • Unit 16 WHS • Case Study 2 - Sheet B Case.docx • Case Study 2 - Sheet C Decision.docx • Case Study 2 - Student Handout.docx

14. Case Study • Reporting to Managers Australian Workplace Culture - Sheet B - Assessment information for Students (1).docx

15. FINS