InformalReports Presentation Updated
Informal Reports
2015 Spring
Team 9: Marissa Ha, Yanxin Jiang, Angela Shetzer, Michael Warren
Understand business report basics, including functions, organizational strategies and format.
Yanxin
What is a business report?
• Functions of Reports
Informational Reports
Analytical Reports
• Organizational Strategies
Direct Strategy
Indirect Strategy
Report Formats
• Report Formats
Letter Format
Memo and E-Mail Formats
Manuscript Format
Preprinted Forms
Digital Format
Letter Format
Memo Format
Develop informal reports, including determining the problem and purpose, and gathering data
Yanxin
How to develop an informal report? • Determine the problem and Purpose
Step
1 • Analyze who will read you report
• Gather information
Step
Company Records
Observation
2
Printed Material
Surveys,
Questionnaires, and
Inventories
Electronic
Resources
Interviews
Describe six (6) kinds of informal reports
Yanxin
Six Kinds of Informal Reports
1.
2.
3.
4.
5.
6.
Informational Reports
Progress Reports
Justification/Recommendation Reports
Feasibility Reports
Minutes of Meetings
Summaries
Write information and progress reports
Marissa
Informational Reports
• Reports that collect and organize information.
• Record routine activities.
• Providing information only.
•
• No analyzing
• No drawing conclusions
• No making recommendations
Examples: trip reports, police reports, monthly sales reports Writing Information Reports
1. Explain why you are writing the report.
2. Describe the methods and sources used to gather the information. 3. Include any necessary background information.
4. Present your facts and findings in a logical sequence.
5. Summarize and suggest.
Progress Reports
• Monitor the progress on unusual or non-routine activities.
• May be for internal or external use.
• Answers 3 questions:
• Is the project on schedule?
• Are corrective measures needed?
• What activities are next?
• Example: progress report for upper management about a
2015 Spring
Team 9: Marissa Ha, Yanxin Jiang, Angela Shetzer, Michael Warren
Understand business report basics, including functions, organizational strategies and format.
Yanxin
What is a business report?
• Functions of Reports
Informational Reports
Analytical Reports
• Organizational Strategies
Direct Strategy
Indirect Strategy
Report Formats
• Report Formats
Letter Format
Memo and E-Mail Formats
Manuscript Format
Preprinted Forms
Digital Format
Letter Format
Memo Format
Develop informal reports, including determining the problem and purpose, and gathering data
Yanxin
How to develop an informal report? • Determine the problem and Purpose
Step
1 • Analyze who will read you report
• Gather information
Step
Company Records
Observation
2
Printed Material
Surveys,
Questionnaires, and
Inventories
Electronic
Resources
Interviews
Describe six (6) kinds of informal reports
Yanxin
Six Kinds of Informal Reports
1.
2.
3.
4.
5.
6.
Informational Reports
Progress Reports
Justification/Recommendation Reports
Feasibility Reports
Minutes of Meetings
Summaries
Write information and progress reports
Marissa
Informational Reports
• Reports that collect and organize information.
• Record routine activities.
• Providing information only.
•
• No analyzing
• No drawing conclusions
• No making recommendations
Examples: trip reports, police reports, monthly sales reports Writing Information Reports
1. Explain why you are writing the report.
2. Describe the methods and sources used to gather the information. 3. Include any necessary background information.
4. Present your facts and findings in a logical sequence.
5. Summarize and suggest.
Progress Reports
• Monitor the progress on unusual or non-routine activities.
• May be for internal or external use.
• Answers 3 questions:
• Is the project on schedule?
• Are corrective measures needed?
• What activities are next?
• Example: progress report for upper management about a