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Preparing Reports and Oral Presentations
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Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11- 1
Chapter 11Chapter 11
Planning Reports and Proposals
Learning ObjectivesLearning Objectives
1. Adapt the three-step writing process to reports and proposals
2. Describe an effective process for conducting business research, explain how to evaluate the credibility of an information source, and identify the five ways to use research results
3. Explain the role of secondary research, and describe the two major categories of online research tools
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 2
Learning ObjectivesLearning Objectives
4. Explain the role of primary research, and identify the two most common forms of primary research for business communication purposes
5. Explain how to plan informational reports and website content
6. Identify the three most common ways to organize analytical reports
7. Explain how to plan proposals Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 3
Applying the Three-Step Writing Process to Reports
and Proposals
Applying the Three-Step Writing Process to Reports
and Proposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 4
Types of ReportsTypes of Reports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 5
Content and Layout
Length and Complexity
Freq
uenc
y Audience
InformationalReports
InformationalReports ProposalsProposals Analytical
Reports
AnalyticalReports
Applying the Three-Step Applying the Three-Step Process to Reports and Process to Reports and
ProposalsProposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 6
Analyzing the SituationAnalyzing the Situation
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 7
Define Your Define Your PurposePurpose
Prepare thePrepare theWork PlanWork Plan
Gathering InformationGathering Information
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 8
PurposePurpose AudienceAudience
Selecting the Right MediumSelecting the Right Medium
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 9
Organizing Your Organizing Your InformationInformation
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 10
Direct ApproachDirect ApproachDirect ApproachDirect Approach Indirect ApproachIndirect ApproachIndirect ApproachIndirect Approach
Conclusions andConclusions andRecommendationsRecommendationsConclusions andConclusions and
RecommendationsRecommendations
Overall FindingsOverall FindingsOverall FindingsOverall Findings
Objective SupportObjective SupportObjective SupportObjective Support
Overall FindingsOverall FindingsOverall FindingsOverall Findings
Discussion and SupportDiscussion and SupportDiscussion and SupportDiscussion and Support
Conclusions andConclusions andRecommendationsRecommendationsConclusions andConclusions and
RecommendationsRecommendations
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 11
Supporting Your Messages with Reliable Information
Supporting Your Messages with Reliable Information
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 12
Supporting Your MessagesSupporting Your Messages
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 13
1. Plan your research
2. Locate data and information
3. Process data and information
4. Apply your findings
5. Manage information efficiently
Planning Your ResearchPlanning Your Research
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 14
Locating Data and Locating Data and InformationInformation
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 15
Secondary Secondary ResearchResearch
Primary Primary ResearchResearch
Evaluating Your SourcesEvaluating Your Sources
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 16
Evaluating Your SourcesEvaluating Your Sources
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 17
Using Your Research Using Your Research Results: Textual Results: Textual
InformationInformation
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 18
Analyzing Data
Quoting, Paraphrasing, and Summarizing
Information
Drawing Conclusions
Making Recommendations
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 19
Conducting Secondary Research
Conducting Secondary Research
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 20
Conducting Secondary Conducting Secondary ResearchResearch
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 21
Inside Company Outside Company
Reports and MemosReports and Memos
Other DocumentsOther Documents
Print ResourcesPrint Resources
Online ResourcesOnline Resources
Finding Information at a Finding Information at a LibraryLibrary
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 22
Finding Information Online: Finding Information Online: Search ToolsSearch Tools
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 23
Finding Information Online: Finding Information Online: Monitoring ToolsMonitoring Tools
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 24
Track Industry Trends, Consumer Sentiment, and Other Information: Newsfeeds: Blogs, Websites Microblogs: Twitter Alerts: Search Engines, Online
Databases Specialized Monitors: Tweetbeep,
TweetDeck
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 25
Conducting Primary ResearchConducting Primary Research
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 26
Selecting Primary Research Selecting Primary Research MethodsMethods
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 27
Conducting SurveysConducting Surveys
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 28
Avoid Sampling Bias
ReliableSample
ValidSample
Representative Sampling
Conducting InterviewsConducting Interviews
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 29
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11- 30
Planning Informational Reports
Planning Informational Reports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 31
Types of Informational Types of Informational ReportsReports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 32
OrganizingOrganizingInformational ReportsInformational Reports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 33
Organizing Website Organizing Website ContentContent
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 34
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 35
Planning Analytical ReportsPlanning Analytical Reports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 36
Planning Planning Analytical ReportsAnalytical Reports
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 37
AssessOpportunities
SolveProblems
SupportDecisions
Market AnalysisMarket Analysis
Due DiligenceDue Diligence
TroubleshootingTroubleshooting
Failure AnalysisFailure Analysis
FeasibilityFeasibility
JustificationJustification
Methods of OrganizationMethods of Organization
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 38
Focus on ConclusionsFocus on Conclusions
Focus on RecommendationsFocus on Recommendations
Focus on Logical ArgumentsFocus on Logical Arguments
Indirect Direct
Audience Attitude ReceptiveSkeptical
Preferred Strategy
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 39
Planning ProposalsPlanning Proposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 40
Planning ProposalsPlanning Proposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 41
Internal ProposalsInternal ProposalsInternal ProposalsInternal Proposals
Research ProjectsResearch ProjectsResearch ProjectsResearch Projects
Management SupportManagement SupportManagement SupportManagement Support
New EquipmentNew EquipmentNew EquipmentNew Equipment
External ProposalsExternal ProposalsExternal ProposalsExternal Proposals
Sales ProposalsSales ProposalsSales ProposalsSales Proposals
Investment ProposalsInvestment ProposalsInvestment ProposalsInvestment Proposals
Grant ProposalsGrant ProposalsGrant ProposalsGrant Proposals
Types of ProposalsTypes of Proposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 42
Summary of ObjectivesSummary of Objectives
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 43
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 44
Chapter 11Chapter 11
Planning Reports and Proposals
Copyright © 2013 Pearson Education, Inc. publishing as Prentice Hall Chapter 11- 45
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