Communication Reports

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    Information reports

    Recommendations reports

    Justification reports

    Progress reports

    Minutes of meetings

    Summaries

    To-file reports

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    Information reports

    Reports that collect and organize

    information are infor-mative or investigative.

    They may record routine activities such as

    daily, weekly, and monthly reports of sales or

    profits. They may investigate, options,

    performance, or equipment. Although they

    provide information, they do not analyze that

    information.

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    Recommendation reports

    Recommendation reports are similar

    to information reports in that they present

    information. However, they offer analysis

    in addition to data. They attempt to solve

    problems by evaluating options and

    offering recommendations. These reportsare solicited; that is, the writer has been

    asked to investigate and report.

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    Justification reports

    Like recommendation reports, justification

    reports attempt to solve problems. However, they

    are unsolicited, that is, the writer generates the

    report on his or her own. He or she observes a

    problem, analyzes alternatives, and describes a

    potential solution.

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    Progress Report

    Progress reports monitor the headway of unusual or non-

    routine activities. For example, progress reports would

    keep management informed about a committees

    preparations for a trade show 14 months from now. Such

    reports usually answer three questions:

    (1) Is the project on schedule?

    (2) Are corrective measures needed?

    (3) What activities are next?

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    Minutes of meetings

    A record of the proceedings of a meeting is

    called the minutes. This record is generally kept by a

    secretary. Minutes may be kept for groups that convene

    regularly, such as the monthly meeting of a dub, or for

    groups that meet irregularly, such as committees.

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    SUMMARIES

    A summary condenses the primary ideas,

    conc1usions, and recommendations of a

    longer report or publication. Employees may

    be asked to write summaries of technical

    reports. Students may be asked to write

    sum-maries of periodical articles or books to

    sharpen their writing skills.

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    TO-FILE REPORTS

    Reports prepared to document an idea or

    actions are called "to-file" reports. These

    useful reports provide a written record of

    conversations, directives, and decisions. In

    today's often litigious business world, such

    reports are becoming increasinglyimportant.

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    Analyze your audience. Avoid overly flashy type.

    Choose an appropriate type size.

    Use a consistent type font.

    Generally, dont justify right margins.

    Separate paragraphs and sentences appropriately.

    Design readable headlines.

    Strive for an attractive page layout.

    Use graphics and clip art with restraint.

    Avoid amateurish results.

    Develop expertise.

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    Guidelines for WritingInformal Reports

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    ProblemInadequate student parking on campus duringprime class times.

    Facts

    10,000 permits sold for 3,000 parking spaces;some parking lots unusable in bad weather,

    large numbers of visitors without permits fillparking spaces; no land for new lots.

    Discounts

    Carpool? Try shuttles from distant parkinglots? Enforce current regulations more strictly?Charge premium for parking in prime locationsor during prime times? Build double-deck

    parking structures? Restrict visitors.

    RecommendationsShort term: begin shuttle program, Long term:solicit funds for improving current lots andbuilding new multistory structure.

    Inductive (Indirect) Method

    COMPARING INDUCTIVE AND DEDUCTIVE ORGANISATION METHODS

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    ProblemInadequate student parking on campus duringprime class times.

    RecommendationsShort term: begin shuttle program, Long term:solicit funds for improving current lots andbuilding new multistory structure.

    Facts

    10,000 permits sold for 3,000 parking spaces;some parking lots unusable in bad weather,large numbers of visitors without permits fillparking spaces; no land for new lots.

    Discounts

    Carpool? Try shuttles from distant parkinglots? Enforce current regulations more strictly?Charge premium for parking in prime locationsor during prime times? Build double-deckparking structures? Restrict visitors.

    Directive (Direct) Method

    COMPARING INDUCTIVE AND DEDUCTIVE ORGANISATION METHODS

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    Using Effective HeadingsUsing Effective Headings

    UseUse appropriateappropriate headingheading levelslevels.. TheThe positionposition

    andand formatformat ofof aa headingheading indicateindicate itsits levellevel ofofimportanceimportance andand relationshiprelationship toto otherother pointspoints..

    StriveStrive forfor parallelparallel constructionconstruction.. UseUse balancedbalanced

    expressionsexpressions suchsuch asas VisibleVisible CostsCosts andand InvisibleInvisible CostsCostsratherrather thanthan VisibleVisible CostsCostsandand thatthat dontdont ShowShow..

    ForFor shortshort reportsreports useuse firstfirst--andand secondsecond--levellevelheadingsheadings.. ManyMany businessbusiness reportsreports containcontain onlyonly

    oneone oror twotwo levelslevels ofof headingsheadings.. ForFor suchsuch reportsreportsuseuse firstfirst--levellevel headingsheadings (centered,(centered, bolded)bolded)and/orand/or secondsecond--levellevel headingsheadings (flush(flush left,left,boldedbolded..))

    Contd.

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    Using Effective HeadingsUsing Effective Headings

    CapitalizeCapitalize andand underlineunderline carefullycarefully.. MostMost writerswriters useuse allall capitalcapital

    lettersletters (without(without underlines)underlines) forfor firstfirst--andand secondsecond--levellevel headings,headings,theythey capitalizecapitalize onlyonly thethe firstfirst letterletter ofof main,main, wordswords.. ForFor additionaladditionalemphasis,emphasis, theythey useuse aa boldbold fontfont..

    KeepKeep headingsheadings shortshort butbut clearclear.. Try Try toto makemake youryour headingsheadingsbriefbrief (no(no moremore thanthan eighteight words) words) butbut understandableunderstandable..

    ExperimentExperiment with with headingsheadings thatthat conciselyconcisely telltell who,who, what,what, when,when,where,where, andand whywhy..

    DontDont encloseenclose headingsheadings inin quotationquotation marksmarks.. QuotationQuotationmarksmarks areare appropriateappropriate onlyonly forfor makingmaking quotedquoted words words oror wordswordsusedused inin aa specialspecial sensesense.. SuchSuch asas slangslang.. TheyThey areare unnecessaryunnecessary inin

    headingsheadings.. DontDont useuse headingsheadings asas antecedentsantecedents forfor pronounspronouns suchsuch asas this,this,

    that,that, thesethese andand thosethose.. ForFor example,example, when when thethe headingheading readsreadsLaserLaser Printers,Printers, dontdont beingbeing thethe nextnext sentencesentence withwith TheseThese areare oftenoftenusedused withwith desktopdesktop publishingpublishing softwaresoftware..

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    Being Objective

    Present both sides of an issue. Even if

    you favor one possibility, discuss both

    sides and show through logical reasoning

    why your position is superior. Remain

    impartial, letting the facts prove your point.

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    Separate fact from opinion. Suppose supervisor

    wrote, Our department works harder and gets less credit

    than any other department in the company. This opinion

    is difficult to prove, and it damages the credibility of the

    writer. A more convincing statement might be, Our

    productivity has increased 6 pre cent over the past year,

    and Im proud of the extra effort my employees are

    making. After youve made a claim or presented animportant statement in a report, ask yourself, Is this a

    verifiable fact? If the answer is no, rephrase your

    statement to make it sound more reasonable.

    Being Objective

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    Be sensitive and moderate in your choice of

    language. Dont exaggerate. Instead of saying most

    people think , it might be more accurate to say some

    people think Obviously, avoid using labels and

    slanted expressions. Calling someone a turke, an

    egghead, or an elitist demonstrates bias. If readerssuspect that a writer is prejudiced, they may discount the

    entire argument.

    Being Objective

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    Cite sources. Tell your readers where the

    information come from. For example, In a

    telephone interview with Blake Spence, director of

    transportation, October 15, he said OR: TheWall Street Journal (August 10, p.40) reports that

    . By referring to respected sources, you lend

    authority and credibility to your statements. Yourwords become more believable and your

    argument, more convincing.

    Being Objective

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    FORMAL PROPOSALSFORMAL PROPOSALS

    Formal proposals respond

    to big projects may contain

    200 or more pages.

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    The primary differences

    between formal and

    informal reports are tone,

    structure, and length

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    The planning of every report

    begins with a statement of

    purpose explaining the goal,significance, and limitations

    of the report.

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    PREPARING TO WRITE FORMAL

    REPORTS

    Researching Secondary Data

    Generating Primary Data

    Documenting Data

    Organising and Outlining Data

    Illustrate Data

    Presenting the Final Report

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    Researching Secondary Data

    Print Resources

    Electronic Database

    The Internet

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    Print Resources

    Books

    Periodicals

    Print, CR-ROM, and Web-based

    Bibliographic Indexes

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    Electronic Database

    A database is a collection of information stored

    electronically so that it is accessible by

    computer and digitally searchable.

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    The Internet

    WebO

    pportunities andC

    hallenges Web Browsers and URLs

    Search Tools

    Dumb as Rocks? Internet Search Tips and Techniques

    Use two or three search tools

    Understand the AND/OR default and quotation marks

    Prefer uncommon words

    Omit articles and prepositions Use wild cards

    Know your search tool

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    Generating Primary Data

    Surveys

    Interviews

    Observation and Experimentation

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    Surveys

    Surveys yield efficient and economical primary

    data for reports. Although, mailed surveys may

    suffer low response rates, they are still useful in

    generating primary data.

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    Interviews

    Locate an expert

    Prepare for the interview

    Make your questions objective and friendly

    Watch the time

    End graciously

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    Observation and Experimentation

    Observation produces rich data, but that

    information is especially prone to charges

    of subjectivity.

    One can interpret a observation in many

    ways.

    Some of the best report data come from

    firsthand observation and investigation.

    Experimentation produces data suggesting

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    Documenting Data

    Strengthens your argument

    Protects you

    Instructs the readers

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    Strengthens your argument

    Good data from reputable

    sources will convince readers of

    your credibility and the logic ofyour reasoning.

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    Protects you

    Acknowledging your sources keeps

    you honest. Its unethical and illegal

    to use others ideas without properdocumentation.

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    Instructs the reader

    Citing references enables readers

    to pursue a topic further and make

    sue of the information themselves.

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    Organising and Outlining Data

    Organisational Strategies

    Outlines and Headings

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    Organisational Strategies

    Deductive Strategy

    Inductive Strategy

    Chronological Sequence

    Geographical or spatial arrangement

    Topical or functional arrangement

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    Outlines and Headings Outline is not part of the final report, it is a

    valuable tool of the writer.

    The main points used to outline a report oftenbecome the main headings of the written report.Formatting headings depends on what levelthey represent. Major headings centered andtyped in bold font.

    Second level headings started at the left margin,and third-level headings are indented andbecome part of a paragraph.

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    Illustrate Data

    Tables

    BarCharts

    Line Charts

    Pie Charts

    Flow Charts

    Organisation Charts

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    Table format

    Table 1: Top Ten Share Holders of the Bank (as on 31-03-2007)

    Name of the holder Equity held (%)

    Reserve Bank of India 59.73

    The Bank of New York (GDRs) 7.88

    Life Insurance Corporation of India 4.08

    CLSA Merchant Bankers Ltd A/c Calyon (FII) 2.49BMF-BANK BEESInvestment A/c 1.42

    Fidelity Management and Research Company a/c CFI 0.88

    FID Funds (Mauritius) Ltd. 0.74

    CITI Group Global Markets Mauritius Pvt. Ltd., 0.72

    Goldman Sachs Investment (Mauritius) I Ltd., 0.63

    Government of Singapore 0.60Source: Annual report of SBI, 2006-07.

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    Equ he d (%)

    59 73

    7 884 08 2 49 1 42 0 88 0 74 0 72 0 63 0 6

    0

    10

    20

    30

    40

    50

    60

    70

    Re

    er

    e Ban

    o

    nd

    a

    he Ban

    o

    Ne

    or

    ( DR

    )

    L

    e n

    uran e

    orpora

    on o

    nd a

    L

    Merhan

    Ban

    er

    L d

    / a on

    (

    )

    BM -B

    NK

    BEES

    In

    e

    en A/

    de

    Manage

    en

    andRe

    ear h

    o pan a/

    I

    FID Fund

    (Maur

    u

    )Ld

    ITI Group

    Global Mar

    e

    Maur

    u

    Pvt.

    Ltd.,

    Gold an

    Sah

    Inve

    tment

    (Maur tiu

    ) I

    Ltd.,

    Government of

    Singapore

    Sha e holde s

    Figure 1: Top Ten Share Holders of the Bank (as on 31-03-2007)

    BAR CHART

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    Equity held (%)

    0

    10

    20

    30

    40

    50

    60

    70

    Reserve Bank of

    India

    The Bank of

    New York

    (GDRs)

    Life Insurance

    Corporation of

    India

    CLSA Merchant

    Bankers Ltd A /c

    Calyon (FII)

    BMF-BANK

    BEES

    Investment A/c

    Fidelity

    Management

    and Research

    Company a/c CFI

    FID Funds

    (Mauritius) Ltd.

    CITI Group

    Global Markets

    Mauritius Pvt.

    Ltd.,

    Goldman Sachs

    Investment

    (Mauritius) I Ltd.,

    Government of

    Singapore

    Figure 1: Top Ten Share Holders of the Bank (as on 31-03-2007)

    LINE CHART

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    Pie chartFigure 1: Top Ten Share Holders of the Bank (as on 31-03-2007)

    0.6

    0.74

    0.88

    1.42

    4.08 2.49

    59.73

    0.63

    0.72

    7.88

    Government of Singapore The Bank of New York (GDRs)Lif e Insurance Corporation of India CLSA Merchant Bankers Ltd A/c Calyon (FII)BMF-BA NK BEES Inv es tment A/c Fidelity Management and Res ear ch Company a/c CFIFID Funds (Mauritius) Ltd. CITI Group Global Markets Mauritius Pvt. Ltd.,Goldman Sachs Investment (Maur it ius) I Ltd., Reserve Bank of India

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    Corporate

    Centre

    Business

    Groups

    DeputyManaging

    Director & Chief

    Credit Officer

    DeputyManaging Director &

    Chief Finance Officer

    DeputyManaging

    Director & Corporate

    DevelopmentOfficer

    DeputyManaging Director

    (Information & Management Audit)

    DeputyManaging

    Director (Information

    Technology)

    Civil Vigilance Officer

    Managing Director &

    Group Executive

    (Corporate Banking)

    Managing Director

    & Group Executive

    (National Banking)

    DeputyManaging

    Director

    (International Banks)

    DeputyManaging

    Director & Group

    Executive

    (Associates &

    Subsidiaries)

    CHAIRMAN

    ORGANIZATION CHARTOF STATE BANK OF INDIA (NATIONAL LEVEL)

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    Presenting the Final Report

    Prefatory Parts (Preceding the Body of

    Report)

    Body of Report

    Supplementary Parts of Report