Business Documents Agenda

Agenda What is the Purpose of an Agenda? An Agenda is a list of items to be discussed or acted upon. It is prepared before meetings, events, and conferences.

Agenda (continued) Examples of using an Agenda: Topics that will be covered at the next staff meeting. Topics and speakers that will present at the next Board meeting.

Agenda: Components These components must be centered at the top of the Agenda: In the Heading section: the Organization name the Date the Location, and the Time of the meeting

Agenda: Components (continued) What items make up the Body of the Agenda? Time slots Topics Speakers/presenters

Business Documents Minutes

Minutes What is the Purpose of Minutes? What are Minutes used to describe? Minutes are used to describe the discussions, decisions, and actions that occurred during a business meeting.

Minutes (continued) Examples of using Minutes: Detailed minutes from a company meeting of stockholders including the pros and cons of each discussion point The minutes of the State Board of Education A meeting of the PTSA Grounds Committee to decide where to plant shrubs

Minutes – Components b. Call to Order a. Heading information Name of organization or committee Type of meeting for example, Regular Board Meeting Date and time of meeting Location of the meeting b. Call to Order formal declaration by the chairperson of the meeting that it has officially begun

Minutes – Components (Continued) c. Approval of Minutes review of previous minutes by board members d. Committee Reports progress reports presented by sub-committee chairs e. Old Business unresolved discussions from a previous meeting f. New Business new topics and issues g. Adjournment notation of who adjourned the meeting h. Signature line includes the keyed name of the Recording Secretary and a signature

Business Documents Research Report

What is a Research Report? Research Report (MLA) What is a Research Report? It is a multi-page document that usually contains several sub-topics of information related to one main topic. Example of use (of a Research Report): A marketing research report summarizing the supply and demand statistics for a new product.

Research Report: Components Title page (optional) – includes the following: the name of the document the writer’s name the teacher/professor’s name (optional), and the date of publication The Title of a report is required. The Title includes the identifying information and is keyed in the top left margin of the Report.

Research Report: Components (Continued) A Header is placed on every page of the report and includes: the writer’s last name, and the page number The Body of the Report is the content (the paragraphs). Parenthetical citations are reference notes keyed in the body of the report.

Research Report: Components (Continued) Endnotes/Footnotes: Endnotes and Footnotes are another type of reference format used in reports, but recommended for use only when necessary to add commentary or to clarify. Endnotes are typically used to add commentary References are used to cite a source A Works Cited is: a complete listing of references cited parenthetically in the Report it is keyed on a separate page Notes (Page): a complete list of resources and references used to accompany endnotes

Table of Contents (TOC) Business Documents Table of Contents (TOC)

Table of Contents (TOC) A Table of Contents is: used to accompany a report, document, or manuscript to list the topics and sub-topics in the order in which they occur. Example of use of a TOC: Chronological listing with page numbers of contents of an accompanying research report

Table of Contents (TOC) (continued) Components (in order) Table of Contents (title) List of topics and subtopics and their respective page numbers Page number - in Roman Numeral style at the bottom of the page