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Three Components of Formal Reports

 Prefatory parts
 Text
 Supplementary parts

© 2000 by Prentice Hall 15-1


Prefatory Parts of Report
 Cover
 Title fly
 Title page
 Letter of authorization
 Letter of transmittal
 Table of contents
 List of illustrations
 Synopsis or executive summary
© 2000 by Prentice Hall 15-2
Letter of Transmittal
 Precedes table of contents
 May appear in only selected copies
 Follows routine, good-news plan
 Specifies methods, scope, limitations
 Highlights important points
 Provides background information
 Acknowledges contributors
 May take the place of synopsis
© 2000 by Prentice Hall 15-3
Table of Contents

 Gives readers overview of report


 May list only top-level headings
 Gives page numbers of headings
 Mirrors wording of headings precisely
 Lists all prefatory, text, and supplementary
parts that follow
 May list limited number of visual aids

© 2000 by Prentice Hall 15-4


Synopsis Versus Executive Summary
 Synopsis  Executive Summary
• Is a one-page • Is used in business
overview of main reports more frequently
points than synopsis
• Is common in long • Is longer and more fully
developed than synopsis
technical/academic
reports • Provides mini report
• May contain headings,
• May be distributed transitions, visual aids
separately from report
• Is organized like text
• May be informative or • Contains substantial
descriptive detail
© 2000 by Prentice Hall 15-5
Text Parts of Report

 Introduction
 Body
 Summary
 Conclusions
 Recommendations
 Notes

© 2000 by Prentice Hall 15-6


Introduction to Text
 Function  Includes
• Puts report in • Authorization for report
perspective • Problem and purpose of
• Indicates purpose report
• Previews contents • Scope
• Establishes tone • Background
• Sources and methods
• Definitions
• Limitations
• Report organization

© 2000 by Prentice Hall 15-7


Body of Text

 Contains major sections or chapters


 Is long enough to do adequate job
• Support your position
• Respond to readers’ needs
 May or may not include conclusions

© 2000 by Prentice Hall 15-8


Final Section of Text
 Summary: Paraphrases key findings
 Conclusions: Analyze what findings mean
 Recommendations: Give writer’s opinion of
what is needed
• Spelling out what should happen next
• Explaining difficulties
• Providing schedule
• Assigning responsibilities

© 2000 by Prentice Hall 15-9


Supplementary Parts of Report

 Appendixes
 Bibliography
 Index

© 2000 by Prentice Hall 15-10


How Proposals Differ from Reports
 Prefatory Parts  Introduction
• Copy of RFP replaces • Background or statement
letter of authorization of problem reviews
client’s situation
• Transmittal letter differs
in solicited and • Overview of approach
unsolicited proposals highlights key selling
points
• Synopsis or executive
summary is replaced by • Scope states what you
introduction or will and will not do
transmittal letter
© 2000 by Prentice Hall 15-11
Body of Proposal Includes
 Proposed approach
• Description of project
• Benefits and advantages of your approach
 Work plan
• Steps to be taken and their timing
• Methods and resources to be used
• Individuals responsible for the work
 Qualifications to perform work
 Costs
© 2000 by Prentice Hall 15-12

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