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Informal
Reports
1
Six Categories of Informal Reports
Information Reports
Progress Reports
Justification/Recommendation Reports
Feasibility Reports
Minutes of Meetings
Summaries
2
Report Formats
Letter format
Letterhead stationery. Useful for informal reports sent to
outsiders.
Memo format
Memo style. Useful for informal reports circulated within
organizations.
3
Report Formats
Report format
Plain paper, manuscript form. Useful for longer, more
formal reports.
Prepared forms
Standardized forms. Useful for routine activities, such as
expense reports.
4
General Guidelines for
Writing Reports
Define project.
Gather data.
Organize data.
Write first draft.
Edit and revise.
5
Where to Gather Data for Reports
Look in company records.
Make personal observations.
Use surveys, questionnaires, and inventories.
Conduct interviews.
Search databases and other electronic
resources.
6
Organizing Report Data
Indirect Strategy
Problem
Facts
Discussion
Recommendations
Direct Strategy
Problem
Recommendations
Facts
Discussion
7
Making Effective Report Headings
Use appropriate heading levels.
Strive for parallel construction.
Use first- and second-level headings for
short reports.
Capitalize and underline carefully.
Keep headings short but clear.
8
Making Effective Report Headings
Don't enclose headings in quotation marks.
Don't use headings as antecedents for
pronouns.
For example, avoid:
Inserting Hypertext Links. These links . . . .
9
Being Objective in
Writing Reports
Present both sides of an issue.
Separate fact from opinion.
Be sensitive and moderate in language.
Cite sources carefully.
10
Information Reports
Introduction
Explain why you are writing.
Describe credibility of data methods and
sources.
Provide background.
Identify report purpose.
Offer a preview of the findings.
11
Information Reports
Findings
Organize chronologically,
alphabetically, topically, by importance,
or by another method.
Group similar topics together.
Use appropriate headings.
12
Information Reports
Summary
May include or omit summary.
If included, summarize findings or
highlight main points.
13
Progress Reports
Describe the purpose and nature of an
unusual or non-routine project.
Provide background information if
necessary.
Summarize work already completed.
Describe work currently in progress,
including personnel, methods, obstacles,
and attempts to remedy obstacles.
14
Progress Reports
Forecast future activities in relation to
the scheduled completion date.
Include recommendations and requests.
15
Justification/Recommendation
Reports
Use direct organization for non sensitive
topics and recommendations that will be
agreeable to readers.
Identify the problem or the need briefly.
Announce the recommendation, solution, or
action concisely and with action verbs.
16
Justification/Recommendation Reports
Present a discussion of pros, cons, and costs.
Explain more fully the benefits of the
recommendation or steps to be taken to solve the
problem.
Conclude with a summary specifying the
recommendation and action to be taken.
17
Feasibility Reports
Prepare a feasibility report when examining the
practicality and advisability of following a course of
action.
Announce your decision immediately.
Describe the background and problem necessitating the
proposal.
Discuss the benefits of the proposal.
18
Feasibility Reports
Describe the problems that may result.
Calculate the costs associated with the proposal,
if appropriate.
Show the time frame necessary for
implementation of the proposal.
19
Meeting Minutes
Include name of the group, the date, the time, the place,
the name of the meeting.
List names of attendees and absentees.
Describe disposition of previous minutes.
Record old business, new business, announcements, and
reports.
Include the precise wording of motions.
20
Meeting Minutes
Record the vote and action taken.
Conclude with the name and
signature of the individual recording
the minutes.
21
Summaries
Compress data from a longer publication, such as
a business report, a magazine article, or a book
chapter.
Indicate the goal or purpose of the document
being summarized.
Highlight the research methods (if appropriate),
findings, conclusions, and recommendations.
22
Summaries
Omit illustrations, examples, and
references.
Organize for readability by including
headings and bulleted or enumerated
lists.
Include your reactions or an overall
evaluation of the document if asked to
do so.
23
Ten Keys to Designing
Better Documents
Analyze your audience.
Choose an appropriate type size.
Use a consistent type font.
Generally, don't justify right margins.
Separate paragraphs and sentences
appropriately.
24
Ten Keys to Designing Better
Documents
Design readable headlines.
Strive for an attractive page layout.
Use graphics and clip art with restraint.
Avoid amateurish results.
Develop expertise with your software
program.
25
THANK
YOU
26

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Informal Reports - Progress Report - Information Reports - Feasibility Reports & Report Formats

  • 2. Six Categories of Informal Reports Information Reports Progress Reports Justification/Recommendation Reports Feasibility Reports Minutes of Meetings Summaries 2
  • 3. Report Formats Letter format Letterhead stationery. Useful for informal reports sent to outsiders. Memo format Memo style. Useful for informal reports circulated within organizations. 3
  • 4. Report Formats Report format Plain paper, manuscript form. Useful for longer, more formal reports. Prepared forms Standardized forms. Useful for routine activities, such as expense reports. 4
  • 5. General Guidelines for Writing Reports Define project. Gather data. Organize data. Write first draft. Edit and revise. 5
  • 6. Where to Gather Data for Reports Look in company records. Make personal observations. Use surveys, questionnaires, and inventories. Conduct interviews. Search databases and other electronic resources. 6
  • 7. Organizing Report Data Indirect Strategy Problem Facts Discussion Recommendations Direct Strategy Problem Recommendations Facts Discussion 7
  • 8. Making Effective Report Headings Use appropriate heading levels. Strive for parallel construction. Use first- and second-level headings for short reports. Capitalize and underline carefully. Keep headings short but clear. 8
  • 9. Making Effective Report Headings Don't enclose headings in quotation marks. Don't use headings as antecedents for pronouns. For example, avoid: Inserting Hypertext Links. These links . . . . 9
  • 10. Being Objective in Writing Reports Present both sides of an issue. Separate fact from opinion. Be sensitive and moderate in language. Cite sources carefully. 10
  • 11. Information Reports Introduction Explain why you are writing. Describe credibility of data methods and sources. Provide background. Identify report purpose. Offer a preview of the findings. 11
  • 12. Information Reports Findings Organize chronologically, alphabetically, topically, by importance, or by another method. Group similar topics together. Use appropriate headings. 12
  • 13. Information Reports Summary May include or omit summary. If included, summarize findings or highlight main points. 13
  • 14. Progress Reports Describe the purpose and nature of an unusual or non-routine project. Provide background information if necessary. Summarize work already completed. Describe work currently in progress, including personnel, methods, obstacles, and attempts to remedy obstacles. 14
  • 15. Progress Reports Forecast future activities in relation to the scheduled completion date. Include recommendations and requests. 15
  • 16. Justification/Recommendation Reports Use direct organization for non sensitive topics and recommendations that will be agreeable to readers. Identify the problem or the need briefly. Announce the recommendation, solution, or action concisely and with action verbs. 16
  • 17. Justification/Recommendation Reports Present a discussion of pros, cons, and costs. Explain more fully the benefits of the recommendation or steps to be taken to solve the problem. Conclude with a summary specifying the recommendation and action to be taken. 17
  • 18. Feasibility Reports Prepare a feasibility report when examining the practicality and advisability of following a course of action. Announce your decision immediately. Describe the background and problem necessitating the proposal. Discuss the benefits of the proposal. 18
  • 19. Feasibility Reports Describe the problems that may result. Calculate the costs associated with the proposal, if appropriate. Show the time frame necessary for implementation of the proposal. 19
  • 20. Meeting Minutes Include name of the group, the date, the time, the place, the name of the meeting. List names of attendees and absentees. Describe disposition of previous minutes. Record old business, new business, announcements, and reports. Include the precise wording of motions. 20
  • 21. Meeting Minutes Record the vote and action taken. Conclude with the name and signature of the individual recording the minutes. 21
  • 22. Summaries Compress data from a longer publication, such as a business report, a magazine article, or a book chapter. Indicate the goal or purpose of the document being summarized. Highlight the research methods (if appropriate), findings, conclusions, and recommendations. 22
  • 23. Summaries Omit illustrations, examples, and references. Organize for readability by including headings and bulleted or enumerated lists. Include your reactions or an overall evaluation of the document if asked to do so. 23
  • 24. Ten Keys to Designing Better Documents Analyze your audience. Choose an appropriate type size. Use a consistent type font. Generally, don't justify right margins. Separate paragraphs and sentences appropriately. 24
  • 25. Ten Keys to Designing Better Documents Design readable headlines. Strive for an attractive page layout. Use graphics and clip art with restraint. Avoid amateurish results. Develop expertise with your software program. 25