1. Business Documents
Agenda

2. 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.

3. 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.

4. 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

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

6. Business Documents
Minutes

7. 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.

8. 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

9. 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

10. 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

11. Business Documents
Research Report

12. 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.

13. 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.

14. 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.

15. 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

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

17. 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

18. 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