1 reports & proposals
TRANSCRIPT
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BUSINESS REPORTS &PROPOSALS
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Report
A report is a logical presentation of facts andinformation.
Orderly arrangement of some factual
information that is objective in nature. To convey (to) the interested persons the
whole results of the study in sufficient details
and so arranged as to enable each reader tocomprehend the data and so determine for
himself the validity of conclusions (American
Marketing Society)
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A document in which a given problem is
examined for the purpose of conveying
information and findings, putting forward ideas
first and sometimes making recommendations.
-The British Association For Commercial And
Industrial EducationProposalsA special analytical type of report prepared to
get products, plans or projects accepted byothers.
Can lead to significant developments
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Types of reports
InformationReportRecord of
Previous eventsPeriodically madeAbreast with
changeRoutine trips,
compliances andpolicies
Research/AnalyticalReportsProblems to be
solved postgathering data
Arriving at adecision
RecommendingReader would
take decisionbased on the new
information
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Scientific
Research
Letter
Report/Proposal
Periodic
MemoReport
Nonroutin
e MemoReport
Long
Report/Proposal
Short
Report/Proposal
Form
Report
Formal Informal
Report Formality
Continuum
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ElementsAccurate
Unspecified Terms Specific Term
Profits have increased Increase of $100000annually
Improved efficiency 20% increase in efficiency
Staff Reduction One less operator
Unspecific Reference Specific Reference
Procedures have changed. This isthe reason for the delay.
Procedures have been changed.These changes account for thedelay
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Elements (Cont)
ObjectivityDistinction between Facts & Opinions
Report all pertinent information
Objectivity as a Basis for Believability
Having studied the advantages and disadvantages ofusing
coupons, I conclude that your company should not adoptthis
practice. If you use the coupons, you would have to payout
money for them. You also would have to hire additionalem lo ees to take care of the increase in sales volume.
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Steps in Writing
1. Determine the scope of the report
2. Consider the audience
3. Gather information
4. Analyze the information
5. Determine the solution
6. Organize the report
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2. Consider the audience
Primary Who have to act or take decisions onthe basis of the report
Secondary People affected by the actions theprimary audience would take inresponse to the report
Immediate People responsible for evaluating the
report & getting it to the right people
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3 & 4- Gathering and AnalyzingInformation
Primary Data & Secondary Data
Secondary Data: Gathered and recorded byOthers
Primary Data: Information/Facts thatYOUgather
Drawbacks?
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6. Organizing A Report
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Business Proposals
A written document that seeks to persuade thereader to accept a suggested plan of action.
A persuasive presentation to be considered by
the clients/receiver.
Types
RFP
Internal and External (According to TargetAudience)
Solicited and Unsolicited (According to thesource)
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Types-Target Audience
Internal
Written to someone within your organization
May not have bulky information & can be sent in
Memo format
External
For a separate independent organization
Extensive, in the form of letter/manuscript
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Types- According to Source
Solicited Proposals: A specific demand of thecustomer
They may provide a format and evaluation criteria
Unsolicited: You initiate a proposalWithout the recipient asking for it
Can be internal or external
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Appendix
Conclusion
Budget
Project ManagementProject Description
Statement of Need
Introduction
a. Problemb. Solutionc. Funding
Requirementsd. Organization & itsexpertise
Title Page
a. Title, Author
b. Datec. 5 Ws
d. Short (8-10
words)
e. Add H
ExecutiveSummary
Parts of theProposal
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Appendix
Conclusion
Budget
Project ManagementProject Description
Statement of Need
Introduction
a. Problemb. Solutionc. Funding
Requirementsd. Organization & itsexpertise
Title Page
a. Title, Author
b. Datec. 5 Ws
d. Short (8-10
words)
e. Add H
ExecutiveSummary
Parts of theProposal