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Planning Reports and Proposals

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Presentation on theme: "Planning Reports and Proposals"— Presentation transcript:

1 Planning Reports and Proposals
© Prentice Hall, 2005 Business Communication Today 8e

2 Business Communication Today 8e
Workplace Writing Informational reports Analytical reports Proposals © Prentice Hall, 2005 Business Communication Today 8e

3 Three-Step Writing Process
Planning Writing Completing © Prentice Hall, 2005 Business Communication Today 8e

4 Analyzing the Situation
Define the purpose Prepare the work plan © Prentice Hall, 2005 Business Communication Today 8e

5 Business Communication Today 8e
Defining the Purpose Inform Persuade Recommend Confirm Analyze Summarize © Prentice Hall, 2005 Business Communication Today 8e

6 Preparing the Work Plan
Statement of the problem Statement of the purpose and scope Discussion of tasks to be accomplished Description of final products or outcomes Review of schedules and requirements Plans for following up Working outline © Prentice Hall, 2005 Business Communication Today 8e

7 Gathering Information
Purpose Audience Priorities © Prentice Hall, 2005 Business Communication Today 8e

8 Business Communication Today 8e
Selecting the Medium Hardcopy Digital format Multimedia © Prentice Hall, 2005 Business Communication Today 8e

9 Organizing the Information
Direct approach State conclusions and recommendations Introduce findings Include support Indirect approach Discuss support © Prentice Hall, 2005 Business Communication Today 8e

10 Using Outline Headings
Descriptive (Topical) Outline Informative (Talking) Outline I. Industry Characteristics A. Annual sales B. Profitability C. Growth rate 1. Sales 2. Profit I. Flour milling is a mature industry. A. Market is large B. Profit margins are narrow C. Growth is modest. 1. Sales growth less than 3% 2. Profit growth is flat. © Prentice Hall, 2005 Business Communication Today 8e

11 Informational Reports
Monitor and control operations Implement policies and procedures Document compliance Record overall progress © Prentice Hall, 2005 Business Communication Today 8e

12 Organizing Informational Reports
Comparison Performance Sequence or time Category Geography Spatial orientation © Prentice Hall, 2005 Business Communication Today 8e

13 Planning Analytical Reports
Assess opportunities Solve problems Support decisions © Prentice Hall, 2005 Business Communication Today 8e

14 Challenges of Writing Analytical Reports
Quality of reasoning Clarity of writing Persuasive elements © Prentice Hall, 2005 Business Communication Today 8e

15 Business Communication Today 8e
Defining the Problem What needs to be determined? Why is this issue important? Who is involved in the situation? Where is the trouble located? How did the situation originate? When did it start? © Prentice Hall, 2005 Business Communication Today 8e

16 Organizing Analytical Reports
Logical arguments Feasible recommendations Bottom-line conclusions © Prentice Hall, 2005 Business Communication Today 8e

17 Business Communication Today 8e
Focus on Conclusions Advantages Ease of use Bottom-line driven Disadvantages Possible resistance Oversimplification © Prentice Hall, 2005 Business Communication Today 8e

18 Focus on Recommendations
Establish the need for action Introduce benefits List the steps Explain each step Summarize © Prentice Hall, 2005 Business Communication Today 8e

19 Focus on Logical Arguments
2 + 2 = 4 approach Scientific method Yardstick approach © Prentice Hall, 2005 Business Communication Today 8e

20 Business Communication Today 8e
Planning Proposals Internal Funding Management support General projects External Investments Grants Sales © Prentice Hall, 2005 Business Communication Today 8e

21 Structuring Proposals
Solicited Direct approach Interested audience Unsolicited Indirect approach Uninterested audience © Prentice Hall, 2005 Business Communication Today 8e


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