Upload
sidwell-muthavhine
View
216
Download
0
Embed Size (px)
Citation preview
8/7/2019 Report Writing - The essentials
1/11
1
REPORT WRITING THE ESSENTIALS
THERE IS NO ONE WAY OF WRITING A REPORT .
EACH REPORT FORMAT IS A FUNCTION OF THE
FOLLOWING:
THE DISCIPLINE (BUSINESS REPORTS VS.
SCIENTIFIC REPORTS)
THE TERMS OF REFERENCE TO BE ADDRESSED
THE INDIVIDUAL STYLE OF THE WRITER.
8/7/2019 Report Writing - The essentials
2/11
2
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
EXECUTIVE SUMMARY:Outline the management brief. What did you seek to resolve?
State the methodology you used. How did you conduct the
assignment?
Summarise your key findings under each major area of the
brief. If one of your key areas of the brief was to investigate the
cost of capital of the firm
say what your finding was underthis area.
Indicate recommendations (if any).
8/7/2019 Report Writing - The essentials
3/11
3
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
EXECUTIVE SUMMARY:
Indicate any major limitations you encountered
(methodology, access to data, major
assumptions, etc).
Length = 1- 2 pages.
8/7/2019 Report Writing - The essentials
4/11
4
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
BACK GROUND:
Introduce the subject mater here. If you are
dealing with competitive analysis, for instance,
say something about the players
Only pick out information that will be relevant tothe problem you seek to resolve.
8/7/2019 Report Writing - The essentials
5/11
5
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
QUALITATIVE ANALYSIS:
Functional Analysis This is an analysis of the key
issues around functions products/markets,
Innovation, leadership, IT, etc. You are essentially
dealing with the SW in your SWOT analysis. Use
relevant models in aid of your analysis. There is no
need to apply the whole model if the information in the
case does not support it holistic application.
8/7/2019 Report Writing - The essentials
6/11
6
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
QUALITATIVE ANALYSIS:
Strategic Analysis This is an analysis of the current
strategy (state and critique) and your envisaged
strategy (s) going forward (state and critique). You are
essentially dealing with the OT in your SWOT
analysis. Use relevant models in aid of your analysis.
Some cases do not need a strategic analysis.
8/7/2019 Report Writing - The essentials
7/117
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
QUANTITATIVE ANALYSIS:This is the numbers section. Here you could be talking about the
following:
Financial performance (say ratios) In support of your SWOT.Financial values (valuations) -In support of your SWOT.
Cost of capital etc
Do not make calculations or include appendices within the body
of your report but refer to key figure from the appendix
section.
8/7/2019 Report Writing - The essentials
8/118
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
QUANTITATIVE ANALYSIS:
The quantitative analysis must support the
key issues you set out to address . It would be
inappropriate in a question seeking the
intrinsic value of a company as a whole for
you to calculate say its NPV
8/7/2019 Report Writing - The essentials
9/119
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
APPENDICES:
Appendices will deal with:
Valuations
Cost of capital
DCF calculations (if any)
Ratios
8/7/2019 Report Writing - The essentials
10/1110
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
APPENDICES:
Number you appendices. An example:
Appendix 1- Estimating the cost of capital of Zwelakhe Limited.
You use the information in the appendices in your
quantitative analysis (a little may feature in your
qualitative analysis and your executive summary)
8/7/2019 Report Writing - The essentials
11/1111
REPORT WRITING THE ESSENTIALS
A SUGGESTED FORMAT
RECOMMENDATIONS:
State very briefly your key recommendations. State
very briefly the intervention area and soon after itstate your recommendation . These should flow to the
executive summary.
In the examination do not cite any references at the
end of your report.