Completing Reports and Proposals Copyright 2010 Pearson Education

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Completing Reports and Proposals Copyright © 2010 Pearson Education International Chapter 15 - 1

Completing Reports and Proposals Copyright © 2010 Pearson Education International Chapter 15 - 1

Learning Objectives • Summarize the four tasks involved in completing business report and proposals

Learning Objectives • Summarize the four tasks involved in completing business report and proposals • Identify the major components of a formal report • Identify the circumstances in which you should include letters of authorization and letters of acceptance in your reports Copyright © 2010 Pearson Education International Chapter 15 - 2

Learning Objectives • Explain the difference between a synopsis and an executive summary •

Learning Objectives • Explain the difference between a synopsis and an executive summary • Identify the major components of a formal proposal • Identify the major components to include in a request for proposals (RFP) Copyright © 2010 Pearson Education International Chapter 15 - 3

Finalizing Formal Reports and Proposals • Revising • Producing • Proofreading • Distributing Copyright

Finalizing Formal Reports and Proposals • Revising • Producing • Proofreading • Distributing Copyright © 2010 Pearson Education International Chapter 15 - 4

Revising Formal Reports and Proposals • Organization • Style and tone • Readability •

Revising Formal Reports and Proposals • Organization • Style and tone • Readability • Content Copyright © 2010 Pearson Education International Chapter 15 - 5

Producing Formal Reports and Proposals • Design elements • Production work • Computer resources

Producing Formal Reports and Proposals • Design elements • Production work • Computer resources • Audience expectations Copyright © 2010 Pearson Education International Chapter 15 - 6

Components of Formal Reports • Prefatory parts • Text of the report • Supplementary

Components of Formal Reports • Prefatory parts • Text of the report • Supplementary parts Copyright © 2010 Pearson Education International Chapter 15 - 7

Prefatory Parts Cover Title Fly Title Page Authorization or Acceptance Transmittal Document Table of

Prefatory Parts Cover Title Fly Title Page Authorization or Acceptance Transmittal Document Table of Contents List of Illustrations Synopsis or Abstract Executive Summary Copyright © 2010 Pearson Education International Chapter 15 - 8

Text of the Report • Introduction • Body • Closing Copyright © 2010 Pearson

Text of the Report • Introduction • Body • Closing Copyright © 2010 Pearson Education International Chapter 15 - 9

Supplementary Parts • Appendixes • Bibliography • Index Copyright © 2010 Pearson Education International

Supplementary Parts • Appendixes • Bibliography • Index Copyright © 2010 Pearson Education International Chapter 15 - 10

Components of Proposals • Prefatory elements • Textual elements Copyright © 2010 Pearson Education

Components of Proposals • Prefatory elements • Textual elements Copyright © 2010 Pearson Education International Chapter 15 - 11

Prefatory Elements Proposal Cover Title Fly Title Page Table of Contents List of Illustrations

Prefatory Elements Proposal Cover Title Fly Title Page Table of Contents List of Illustrations Request for Proposal Executive Summary Transmittal Document Copyright © 2010 Pearson Education International Chapter 15 - 12

Textual Elements • Introduction • Body • Closing Copyright © 2010 Pearson Education International

Textual Elements • Introduction • Body • Closing Copyright © 2010 Pearson Education International Chapter 15 - 13

Proofreading • Inconsistencies • Errors and omissions • Missing components Copyright © 2010 Pearson

Proofreading • Inconsistencies • Errors and omissions • Missing components Copyright © 2010 Pearson Education International Chapter 15 - 14

Distribution of Reports and Proposals • Physical • Electronic • Web-based Copyright © 2010

Distribution of Reports and Proposals • Physical • Electronic • Web-based Copyright © 2010 Pearson Education International Chapter 15 - 15

Requests for Proposals • Company background • Project description • Overall requirements • Decision-making

Requests for Proposals • Company background • Project description • Overall requirements • Decision-making criteria • Proposal requirements • Submission and contact information Copyright © 2010 Pearson Education International Chapter 15 - 16

Management of RFPs • Decision criteria • Response time • Tracking system Copyright ©

Management of RFPs • Decision criteria • Response time • Tracking system Copyright © 2010 Pearson Education International Chapter 15 - 17

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Copyright 2010 Pearson Education Inc Copyright 2010 PearsonCopyright 2010 Pearson Education Inc Copyright 2010 Pearson
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Chapter 13 Completing Reports and Proposals Copyright 2015Chapter 13 Completing Reports and Proposals Copyright 2015
Membership Reports MEMBERSHIP Reports 1 Membership Reports REPORTSMembership Reports MEMBERSHIP Reports 1 Membership Reports REPORTS
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SESSION 12 Writing and Completing Reports and ProposalsSESSION 12 Writing and Completing Reports and Proposals
Chapter 11 Writing and Completing Reports and ProposalsChapter 11 Writing and Completing Reports and Proposals
CHAPTER 2010 Pearson Education 1 2010 Pearson EducationCHAPTER 2010 Pearson Education 1 2010 Pearson Education