chapter 10 planning business reports and proposals 10

8/13/2019 Chapter 10 Planning Business Reports and Proposals 10

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Planning Business

Reports andProposals


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Teamwork on Proposal

Select an interesting topic

E.g., impact of new rural pensionprogram

Apply for grant from Ford Foundation

Write proposal

Prepare PPT Make presentation in class

Hand in proposal and PPT


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Learning Objectives

Concepts

Purposes

Informational v.s. analytical Elements included in work plan

Four types of interview questions


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Concept of Reports

Written factual accounts

Information about business

Presentable form


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Purpose

Guide decisions

Comply with government regulations

Gain acceptance Monitor and control operations

Implement policies and procedures

Document results


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Classifying Reports

Source: Authorized, Voluntary

Frequency: Special, Routine

Audience: Internal, External

Length: Short, Long

Formality: Informal, Formal Intent: Informational, Analytical


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Informational Reports

Monitor and control operations

Plans, operating reports, personal

activity reports State policies and procedures

Lasting guidelines, position papers

Document compliance

Report progress


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Analytical Reports

Problem-solving reports

Business proposals

Internal

External

Solicited

Unsolicited


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Planning Reports

Analysis

Audience and purpose

Define problem Limit scope

Outline investigation, etc.

Investigation

Adaptation


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Analyzing the Situation

Informational reports

Analytical reports


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Problem Definition

for Analytical Reports

Clarify the problem

Ask the right questions

Factor the problem

Form a hypothesis


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Purpose of Report

To inform

To persuade

To recommend

To confirm

To analyze

To summarize


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Developing a

Preliminary Outline

Parallel construction

Consistent headings


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Preparing Work Plan

State problem

State purpose and scope

Discuss tasks

Review final outcomes

Review schedules and requirements

Set follow-up plans

Compose working outline


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Research Process

Understand topic and assignment

Find and access information

Evaluate and finalize sources

Process information

Analyze data

Interpret findings


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Understand Topic and

Assignment

Preliminary information

Problem statement

Questions and subquestions


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Using Secondary

Sources of Information

Business books

Electronic

databases

Newspapers

Periodicals

Directories

Government

publications

Almanacs

Statistical

resources


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Business Information

in Cyberspace

Internet public library

Company Websites

www.apple.com

News release sites

Searching the Internet


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Preliminary Observations

Documents

Observations

Experiments


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Effective Interviews

Purpose Collect information

Make decisions

Clarify issues

Structure Overall length

Stylistic issues Organization


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Types of Questions

Open-ended

Direct open-ended

Restatement

You said you dislike sales quotas. Is that correct?

Close-ended

Did you meet your sales quota?


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Preparing Questions

Think about sequence

Rate questions

Ask smart questions

Mix types of questions

Limit number Edit questions


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Processing Interview

Information

Write down your ideas

Review notes

Organize the material

Transcribe recordings


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Evaluating

and Selecting Sources Honesty and

reliability

Logic and good

sense

Data collection

methods

The author

Purpose of the

material

Completeness

Independent

verification

Potential bias

Timeliness


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Analyzing the Data

Mean

Median

Mode

Trend

Correlation