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Understanding and Planning Business Reports and Proposals

Understanding and Planning Business Reports and Proposals. Written reports are essential for evaluating business opportunities. Without the facts, boards can’t act. Gerry Roy, Chief Corporate Officer and Legal Counsel Inualiut Regional Corporation. From The Real World.

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Understanding and Planning Business Reports and Proposals

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  1. Understanding and Planning Business Reports and Proposals Business Communication Essentials

  2. Written reports are essential for evaluating business opportunities. Without the facts, boards can’t act. Gerry Roy, Chief Corporate Officer and Legal Counsel Inualiut Regional Corporation From The Real World Business Communication Essentials

  3. Reports and Proposals Guide Decisions Comply with Government Regulations Gain the Acceptance of Others Monitor and Control Operations Implement Policies and Procedures Document Results Business Communication Essentials

  4. Informational Reports • Monitor and control operations • Implement policies and procedures • Comply with government regulations • Document progress on projects Business Communication Essentials

  5. Problem-Solving Reports Business Proposals Analytical Reports Business Communication Essentials

  6. Trouble Shooting Reports Feasibility Reports Justification Reports Solving Problems Business Communication Essentials

  7. Writing Proposals Internal External Solicited Unsolicited Business Communication Essentials

  8. Three-Step Writing Process Planning Writing Completing Organize the Message Compose the Message Analyze the Situation Investigate the Topic Adapt to Audience Revise the Message Produce the Message Proofread the Message Business Communication Essentials

  9. Planning Reports Medium Analysis Adaptation Audience Purpose Investigation Channel Business Communication Essentials

  10. Analyzing the Situation Informational Reports Analytical Reports Business Communication Essentials

  11. Defining the Problem Who? What? Where? When? Why? How? Business Communication Essentials

  12. Writing a Purpose Statement Analyze Summarize Analytical Informational Evaluate Explain Recommend Submit Business Communication Essentials

  13. 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 Business Communication Essentials

  14. Drafting a Preliminary Outline Descriptive (Topical) Informative (Talking) I. Industry Characteristics A. Annual Sales B. Profitability C. Growth Rate 1. Sales 2. Profit I. What is the nature of the industry? A. What are the annual sales? B. Is the industry profitable? C. What is the growth pattern? 1. Sales growth? 2. Profit growth? Business Communication Essentials

  15. Business Books Electronic Databases Newspapers Periodicals Directories Almanacs Statistical Resource Government Publications Finding Informationin the Library Business Communication Essentials

  16. Internet Public Library Company Websites News Release Sites Business Information on the Internet Business Communication Essentials

  17. Searching Databases Use Multiple Search Engines Replace Concepts With Key Words Use Variations of Search Terms Specify Phrases and Key Words Refine Searches As Needed Business Communication Essentials

  18. Documents Observations Experiments Sources ofPrimary Information Business Communication Essentials

  19. Effective Surveys Provide Clear Instructions Use Short Questionnaires Seek Easy-to-Analyze Answers Avoid Leading Questions Pretest Questionnaires Ask One Thing At a Time Business Communication Essentials

  20. Plan the Interview Prepare Questions Prioritize Questions Don’t Ask Too Many Questions Edit the Questions Process Information Effective Interviews Business Communication Essentials

  21. DocumentingSources Copyrighted Material General Knowledge Business Communication Essentials

  22. Interpret Your Findings Assumptions Conclusions Recommendations Values Facts Judgment Business Communication Essentials

  23. Real World Applications After an exhaustive study of an important problem, you have reached a conclusion that you believe your company's management will reject. What will you do? Let’s Discuss! Business Communication Essentials

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