Post on 26-Feb-2016
description
Chapter 11
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 1
Writing and Completing Reports
and Proposals
Learning Objectives1. Writing reports and proposals
2. Drafting online content
3. Collaborating on wikis
4. Illustrating your reports with visuals
5. Completing reports and proposals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 2
Writing Reports and Proposals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 3
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 4
Adapt to the Audience
The “You” Attitude
Level of Formality
Reports and Proposals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 5
•Introduction•Body Section•Closing
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 6
Complete
Clear
Documented
Accurate
Balanced
Logical
Draft Report Content
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 7
Report Introduction• Authorization
• Scope of Coverage
• Sources or Methods
• Limitations
• Problem or Purpose
• Background
• Definitions
• Organization
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 8
The Report Body• Explanations of problem or opportunity
• Facts, statistics, and trends
• Results of studies or investigations
• Discussion and analysis of actions
• Pros and cons, costs and benefits
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 9
The Report Body• Procedures or steps in a process
• Methods and approaches
• Criteria for evaluating options
• Conclusions and recommendations
• Information and evidence for support
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 10
The Report Closing
•Recommendations
•Action Plans
•Conclusions
•Summary
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 11
Successful Proposals
• Demonstrate your knowledge• Provide examples and information• Research your competition• Prove that your proposal is feasible• Relate your proposal to reader needs• Package the proposal attractively
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 12
Draft the Content•Introduction •Body Text•Conclusion
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 13
Guide the Readers►Headings and Links
►Transitional Devices
►Previews and Reviews
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 14
Technological Tools
Templates, Themes, and Style Sheets
Electronic Forms
Multimedia Documents
Embedded andLinked Documents
Electronic Documents
Proposal-Writing Software
Drafting Online Content
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 15
Draft Online Content• Build trust with intended audiences• Adapt content for global audiences• Include reader-oriented content• Use a concise, skimmable format• Include effective links• Make your website a “living” document
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 16
Collaborating on Wikis
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 17
The WIKI Philosophy• Traditional authorship expectations• Editing and improving the team’s work• Templates and formatting options• Editing and commenting features• Practicing in the “sandbox”• Guidelines for new contributors
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 18
Three-Step Process
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 19
Start New Wiki
Add Material to Wiki
Revise Wiki Material
Illustrating Reports with Effective Visuals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 20
Visual Literacy
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 21
Consistency
Contrast
Balance
Emphasis
Convention
Simplicity
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 22
Pick the Right Visuals
•Data•Information•Concepts•Ideas
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 23
The Parts of a Table
Source: (In the same format as a text footnote).*Footnote (for explanation of elements in the table).
Subhead Subhead
Row headRow head Subhead SubheadTotal
Subhead
Multicolumn Head*
XXX
XX XXXXX
XXX
XXXXXXXXX
XX
XXXXXX
Single-Column Head
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 24
Preparing Data Tables
Common Units
Consistent Usage
Column Headings
Rows or Columns
Totals or Averages
Data Sources
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 25
Line or Surface Charts
Variables Trends
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 26
Using Bar Charts
•Quantities •Variables•Numbers
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 27
Using Pie ChartsDistributionDominancePercentages
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 28
Data Visualization
InteractivityMeaning
Communication
Systematic Charts
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 29
Organization ChartsFlowcharts
Processes
Procedures
Sequences
Positions
Units
Functions
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 30
Business Graphics•Maps•Drawings•Diagrams •Infographics•Photographs
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 31
Shapes and Text
Multimedia
Digital Video
Animation and Video
Effective Visuals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 32
Integration with Text
Style and Quality
Accuracy Ethics
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 33
Effective VisualsIntegration with Text
Style and Quality
Accuracy Ethics
Completing Reports and Proposals
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 34
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 35
Revise the Content
Organization Style & Tone
Readability Efficiency
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 36
Produce the Report
Prefatory Parts
Text of the Report
Supplementary Parts
Cover Title Fly Title Page
Letter ofAuthorization
TransmittalDocument
Table ofContents
List ofIllustrations
Synopsis orAbstract
ExecutiveSummary
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 37
The Prefatory Parts
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 38
•Introduction•Body Section•Closing
Text of the Report
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 39
Supplementary Parts
•Appendix•References•Index
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 40
Cover Title Fly Title Page
Table of Contents
List ofIllustrations
Request forProposal
Synopsis ExecutiveSummary
TransmittalDocument
Formal Proposals
Text of a Proposal
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 41
•Introduction•Body Section•Conclusion
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 42
Your Review
“Fresh Eyes”
Proofread Documents
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 43
Distribute Documents
Physical Web-BasedElectronic
Copyright © 2012 Pearson Education, Inc. publishing as Prentice Hall Chapter 11 - 44
Writing and Completing Reports and Proposals