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Copyright © 2015 Cengage Learning

Chapter 10

Writing the Report


Writing the Report

Planning Drafting Writing

Documenting Refining
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2
Writing the Report

Planning Drafting Writing

Documenting Refining
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3
Selecting a Report Format

Formal Reports

Primarily Text Text and Graphics

Informal Reports
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Memo or Email

Planning | Drafting | Writing | Documenting | Refining


Formatting a Report in Presentation Software
White background Message title
Detailed,
explanatory
text

Mix of text
and
Bullets or
graphics
text in
graphics

Main
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points Page
reinforced numbers
(optional)
Planning | Drafting | Writing | Documenting | Refining
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Ways to Organize the Report

Time When it is important for the reader to know the


sequence of events

Location When the geographical or physical location of


topics is important

Importance When you want to draw attention to important


information
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Criteria When you’re writing analytical and


recommendation reports

Planning | Drafting | Writing | Documenting | Refining


6
Presenting Findings, Conclusions,
and Recommendations

Finding
States the
information

Conclusion
collected
Answers
research

Recommendation
Forty-five questions
percent of the raised in the Draws a
building introduction solution based
foundation is on the finding
deteriorated. and conclusion
The building
will not
withstand The
another foundation
hurricane. needs to be
replaced.
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Planning | Drafting | Writing | Documenting | Refining


Outlining the Report

Working Mothers in Management

I. INTRODUCTION
• Purpose and Scope
• Procedures
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Planning | Drafting | Writing | Documenting | Refining


8
Outlining the Report (cont’d)

II. FINDINGS
A. Number of Working Mothers
 National Labor Force
 State Labor Force
B. Effects on Labor Productivity
 Absenteeism
 Rate of Turnover
 Commitment to the Job
C. Special Needs of Working Mothers
 On-Site Child Care Centers
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 Flexible Working Hours


 Family Leave

Planning | Drafting | Writing | Documenting | Refining


9
Outlining the Report (cont’d)

III. SUMMARY, CONCLUSIONS, AND


RECOMMENDATIONS
• Summary and Conclusions
• Recommendations
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Planning | Drafting | Writing | Documenting | Refining


10
Choosing Headings

Generic Headings Message Titles

Bishops’ Staffing Level is High


Current Staffing Comparisons Compared to that of Its
Competitors

Performance Evaluation Employees’ Performance


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Summary Varies by Years of Experience

Planning | Drafting | Writing | Documenting | Refining


Writing the Report

Planning Drafting Writing

Documenting Refining
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12
Drafting the Body

Introduction: Present the information the reader needs to make sense of


the findings

Findings: Analyze and interpret findings for the reader

Summary, Conclusions, and Recommendations: Modify according to


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the purpose and length of your report

Planning | Drafting | Writing | Documenting | Refining


13
Drafting the Supplementary Sections

Title Page Report title and subtitle, company logo, writer’s name,
and report date
Cover Letter,
Memo, or Email Separate note to introduce the report
Executive
Summary Abstract or synopsis of the report

Table of Contents
Headings, subheadings, and page numbers

Appendix Supplementary reference material not relevant enough for


the body
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References
List of secondary sources

Planning | Drafting | Writing | Documenting | Refining


Writing the Report

Planning Drafting Writing

Documenting Refining
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15
Developing an Effective Writing Style

Tone

Pronouns

Verb Tense

YURI ARCURS/SHUTTERSTOCK.COM
Emphasis and Subordination
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Coherence

Planning | Drafting | Writing | Documenting | Refining


16
How Can You Improve the Tone?

BUT:

NOT: Our turnover rate has


skyrocketed in the past year.

BUT:
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NOT: The manager claimed that his


employees left for better compensation.

Planning | Drafting | Writing | Documenting | Refining


Use First- and Second-Person Pronouns Sparingly

I recommend that the project be


Informal
canceled.
The writer recommends that the
Awkward
project be canceled.
Formal The project should be canceled.

Informal I interviewed Jan Smith.

Passive Jan Smith was interviewed.


In a personal interview, Jan Smith
Formal
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7POSTMAN/ISTOCKPHOTO.COM stated . . .

Planning | Drafting | Writing | Documenting | Refining


Use Emphasis and Subordination

Devote an appropriate amount of space to


a topic.

Position your major ideas first for the


direct plan.

Use language that directly tells what is


more and less important.
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Planning | Drafting | Writing | Documenting | Refining


Add a Section Overview

Regional Sales Analysis


The Northeast region leads in individual room sales, while the Southern
region leads in group and corporate sales. The Midwest region lags in all
sales categories.
Individual Sales
text text text text text text text text text text text text text text Text
text after
text atext
main
heading overviews
Group Sales content within a
text text text text text text text text text text text text text text textsection.
text text
Corporate Sales
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text text text text text text text text text text text text text text text text text

Planning | Drafting | Writing | Documenting | Refining


20
Writing the Report

Planning Drafting Writing

Documenting Refining
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21
Why We Document Sources

To avoid accusations of plagiarism

To give credit to the originator of information

To demonstrate the validity of our work with credible sources

To instruct readers where to find additional information


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Planning | Drafting | Writing | Documenting | Refining


How Can You Paraphrase These Words?

Try two versions: one that retains the quote


and another that omits it.
Matsui’s president, Ken Okono, said that the next model
will “surpass all previous versions with increased
functionality and improved usability.” On an analyst call
on Tuesday, Okono assured listeners that the company
will exceed investor expectations in the third quarter and
will increase market share by at least 15% by year-end.
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Planning | Drafting | Writing | Documenting | Refining


How to Document Sources

According to the “CEO Economic


Outlook Survey,” 92% of company
leaders expect higher capital OR
expenditures this quarter compared
to last quarter.4

Footnotes or Endnotes Reference Page (for reports in


(for primarily text reports) presentation software)
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Planning | Drafting | Writing | Documenting | Refining


Writing the Report

Planning Drafting Writing

Documenting Refining
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25
Revising

1. Revise for Content 2. Revise for Style 3. Revise for Correctness

• Have you included • Are words clear, simple, • Do you find any errors in
sufficient information to and concise? grammar, spelling,
support each point? • Are you using a variety of punctuation, and word
• Have you excluded sentence types? usage?
extraneous information? • Do your paragraphs have • Does a colleague catch
• Is all information unity and coherence? any errors you may have
accurate? • Have you maintained a overlooked?
• Is the information confident, sincere,
presented in an efficient objective tone?
and logical sequence? • Have you used
appropriate emphasis and
subordination?
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Planning | Drafting | Writing | Documenting | Refining


26
Formatting and Proofreading

Formatting
Proofreading
Use a consistent, logical format,
keeping the needs of the reader Do not risk destroying your
in mind credibility by failing to
proofread carefully
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Planning | Drafting | Writing | Documenting | Refining

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