planning reports and proposals
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Planning Reports and ProposalsTRANSCRIPT
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11- 1
Chapter 11Chapter 11
Planning Reports and Proposals
Learning ObjectivesLearning Objectives
1. Adapt the three-step writing process to reports and proposals
2. Describe an effective process for conducting business research, explain how to evaluate the credibility of an information source, and identify the five ways to use research results
3. Explain the role of secondary research, and describe the two major categories of online research tools
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Learning ObjectivesLearning Objectives
4. Explain the role of primary research, and identify the two most common forms of primary research for business communication purposes
5. Explain how to plan informational reports and website content
6. Identify the three most common ways to organize analytical reports
7. Explain how to plan proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 3
Applying the Three-Step Writing Process to Reports
and Proposals
Applying the Three-Step Writing Process to Reports
and Proposals
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Types of ReportsTypes of Reports
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Content and Layout
Length and Complexity
Freq
uenc
y Audience
InformationalReports
InformationalReports ProposalsProposals Analytical
Reports
AnalyticalReports
Applying the Three-Step Applying the Three-Step Process to Reports and Process to Reports and
ProposalsProposals
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Analyzing the SituationAnalyzing the Situation
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Define Your Define Your PurposePurpose
Prepare thePrepare theWork PlanWork Plan
Gathering InformationGathering Information
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PurposePurpose AudienceAudience
Selecting the Right MediumSelecting the Right Medium
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Organizing Your Organizing Your InformationInformation
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Direct ApproachDirect ApproachDirect ApproachDirect Approach Indirect ApproachIndirect ApproachIndirect ApproachIndirect Approach
Conclusions andConclusions andRecommendationsRecommendationsConclusions andConclusions and
RecommendationsRecommendations
Overall FindingsOverall FindingsOverall FindingsOverall Findings
Objective SupportObjective SupportObjective SupportObjective Support
Overall FindingsOverall FindingsOverall FindingsOverall Findings
Discussion and SupportDiscussion and SupportDiscussion and SupportDiscussion and Support
Conclusions andConclusions andRecommendationsRecommendationsConclusions andConclusions and
RecommendationsRecommendations
Summary of ObjectivesSummary of Objectives
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Supporting Your Messages with Reliable Information
Supporting Your Messages with Reliable Information
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Supporting Your MessagesSupporting Your Messages
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1. Plan your research
2. Locate data and information
3. Process data and information
4. Apply your findings
5. Manage information efficiently
Planning Your ResearchPlanning Your Research
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Locating Data and Locating Data and InformationInformation
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Secondary Secondary ResearchResearch
Primary Primary ResearchResearch
Evaluating Your SourcesEvaluating Your Sources
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Evaluating Your SourcesEvaluating Your Sources
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Using Your Research Using Your Research Results: Textual Results: Textual
InformationInformation
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Analyzing Data
Quoting, Paraphrasing, and Summarizing
Information
Drawing Conclusions
Making Recommendations
Summary of ObjectivesSummary of Objectives
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Conducting Secondary Research
Conducting Secondary Research
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Conducting Secondary Conducting Secondary ResearchResearch
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Inside Company Outside Company
Reports and MemosReports and Memos
Other DocumentsOther Documents
Print ResourcesPrint Resources
Online ResourcesOnline Resources
Finding Information at a Finding Information at a LibraryLibrary
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Finding Information Online: Finding Information Online: Search ToolsSearch Tools
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Finding Information Online: Finding Information Online: Monitoring ToolsMonitoring Tools
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Track Industry Trends, Consumer Sentiment, and Other Information: Newsfeeds: Blogs, Websites Microblogs: Twitter Alerts: Search Engines, Online
Databases Specialized Monitors: Tweetbeep,
TweetDeck
Summary of ObjectivesSummary of Objectives
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Conducting Primary ResearchConducting Primary Research
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Selecting Primary Research Selecting Primary Research MethodsMethods
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Conducting SurveysConducting Surveys
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Avoid Sampling Bias
ReliableSample
ValidSample
Representative Sampling
Conducting InterviewsConducting Interviews
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Summary of ObjectivesSummary of Objectives
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Planning Informational Reports
Planning Informational Reports
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Types of Informational Types of Informational ReportsReports
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OrganizingOrganizingInformational ReportsInformational Reports
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Organizing Website Organizing Website ContentContent
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Summary of ObjectivesSummary of Objectives
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Planning Analytical ReportsPlanning Analytical Reports
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Planning Planning Analytical ReportsAnalytical Reports
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AssessOpportunities
SolveProblems
SupportDecisions
Market AnalysisMarket Analysis
Due DiligenceDue Diligence
TroubleshootingTroubleshooting
Failure AnalysisFailure Analysis
FeasibilityFeasibility
JustificationJustification
Methods of OrganizationMethods of Organization
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Focus on ConclusionsFocus on Conclusions
Focus on RecommendationsFocus on Recommendations
Focus on Logical ArgumentsFocus on Logical Arguments
Indirect Direct
Audience Attitude ReceptiveSkeptical
Preferred Strategy
Summary of ObjectivesSummary of Objectives
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Planning ProposalsPlanning Proposals
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Planning ProposalsPlanning Proposals
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Internal ProposalsInternal ProposalsInternal ProposalsInternal Proposals
Research ProjectsResearch ProjectsResearch ProjectsResearch Projects
Management SupportManagement SupportManagement SupportManagement Support
New EquipmentNew EquipmentNew EquipmentNew Equipment
External ProposalsExternal ProposalsExternal ProposalsExternal Proposals
Sales ProposalsSales ProposalsSales ProposalsSales Proposals
Investment ProposalsInvestment ProposalsInvestment ProposalsInvestment Proposals
Grant ProposalsGrant ProposalsGrant ProposalsGrant Proposals
Types of ProposalsTypes of Proposals
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Summary of ObjectivesSummary of Objectives
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Chapter 11Chapter 11
Planning Reports and Proposals
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