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Crafting Effective Business Reports and Proposals: Key Elements and Formats

This guide outlines the essentials of preparing compelling business reports and proposals. It emphasizes the need for credible, logical, and passionate presentations that appeal to the audience and propose viable solutions. The document distinguishes between solicited and unsolicited proposals, and different types of reports, including informational and analytical. Key organizational elements of reports are discussed, offering clarity on the critical components such as purpose, audience, and recommendations. Enhance your business writing skills with these structured insights.

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Crafting Effective Business Reports and Proposals: Key Elements and Formats

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  1. Preparing a Business Report

  2. Business Proposal • A document designed to make a persuasive appeal to the audience to achieve a defined outcome, often proposing a solution to a problem • Built around a great idea or solution • Should effectively use traditional categories • Must be credible, logical, and should showcase passion and enthusiasm • Must be professional

  3. Table 9.2 - Business Proposal Format

  4. Table 9.2 - Business Proposal Format (Contd.)

  5. Types of Business Proposals • Solicited • When you have been asked to submit a proposal • Unsolicited • The “cold calls” of business writing For a clear example of a business proposal, click here

  6. Report • A document designed to record and convey information to the reader • The type of report is identified by its primary purpose or function

  7. Types of Reports • Informational report • Informs or instructs • Presents details of events, activities, individuals, or conditions without analysis • Analytical report • Presents information with a comprehensive analysis to: • Solve problems • Demonstrate relationships • Make recommendations

  8. Table 9.3 - Types of Reports and Their Functions

  9. Table 9.3 - Types of Reports and Their Functions (Contd.)

  10. Table 9.3 - Types of Reports and Their Functions (Contd.)

  11. How Are Reports Organized? • Whom the report is about and/or prepared for • What was done, what problems were addressed, and the results, conclusions and/or recommendations • Where the subject studied occurred • When the subject studied occurred • Why the report was written, under what authority, for what reason, or by whose request • How the subject operated, functioned, or was used

  12. Table 9.4 - Ten Common Elements of a Report

  13. Table 9.4 - Ten Common Elements of a Report (Contd.)

  14. Table 9.4 - Ten Common Elements of a Report (Contd.)

  15. Table 9.4 - Ten Common Elements of a Report (Contd.)

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