Chapter 10 Summary
Chapter 10 Summary
Both large and small companies today often use requests for proposals (RFPs) to solicit competitive bids on projects. INFORMAL PROPOSALS Informal proposals may contain an introduction, background information, the proposal, staffing requirements, a budget, and an authorization request. INTRODUCTION: Effective proposal openers hook readers by promising extraordinary results or resources or by identifying key benefits, issues, or outcomes. Background, Problem, Purpose In the background section of a proposal, the writer discusses the problem and goals of the project. Proposal, Plan, Schedule The proposal section must give enough information to secure the contract but not so much detail that the services are not needed. Staffing The staffing section promotes the credentials and expertise of the project leaders and support staff. Budget Because a proposal is a legal contract, the budget must be carefully researched.
Authorization Request: Informal proposals often close with a request for approval or authorization. In addition, the closing should remind the reader of key benefits and motivate action. It might also include a deadline date beyond which the offer is invalid FORMAL PROPOSALS Formal proposals respond to big projects and may contain 200 or more pages. The primary differences between formal and informal proposals are tone, structure, format, and length.
Business reports often rely on primary data from firsthand experience. SURVEYS: Surveys yield efficient and economical primary data for reports. INTERVIEWS Interviews with experts produce useful report data, especially when little has been written about a topic.
DOCUMENTING DATA
Whether we collect data from primary or secondary sources, the data must be documented.
PURPOSES OF DOCUMENTATION: Report writers document their sources to strengthen an argument, protect themselves from charges of plagiarism, and help readers locate data.
EXECUTIVE SUMMARY The purpose of an executive summary is to present an overview of a longer report to people who may not have time to read the entire document. This time-saving device summarizes the purpose, key points, findings, and conclusions. An executive summary is usually no longer than 10 percent of the original document. Thus, a 20-page report might require a 2-page executive summary
BODY OF PART:
The body of a report includes an introduction; discussion of findings; and summary, conclusions, or recommendations. INTRODUCTION The body of a formal report starts with an introduction that sets the scene and announces the subject. Because they contain many parts serving different purposes, formal reports have a degree of repetition. The same information may be included in the letter or memo of transmittal, executive summary, and introduction A good report introduction typically covers the following elements, although not necessarily in this order: Background. Describe the events leading up to the problem or need. Problem or purpose . Explain the report topic and specify the problem or need that motivated the report. Significance. Tell why the topic is important. You may wish to quote experts or cite secondary sources to establish the importance of the topic. Scope. Clarify the boundaries of the report, defining what will be included or excluded. Sources and methods. Describe your secondary sources. Also explain how you collected primary data. Summary. Include a summary of findings, if the report is written directly. Organization. Preview the major sections of the report to follow, thus providing coherence and transition for the reader
DISCUSSION OF FINDINGS This is the main section of the report and contains numerous headings and subheadings.This section discusses, analyzes, interprets, and evaluates the research findings or solution to the initial problem. This is where you show the evidence that justifies your conclusions. It is unnecessary to use the title Discussion of Findings; many business report writers prefer to begin immediately with the major headings into which the body of the report is divided. SUMMARY, CONCLUSIONS, RECOMMENDATIONS The conclusion to a report tells what the findings mean, particularly in terms of solving the original problem. If the report has been largely informational, it ends with a summary of the data presented. If the report analyzes research findings, then it ends with conclusions drawn from the analyses. An analytic report frequently poses research questions. The conclusion to such a report reviews the major findings and answers the research questions.