Report Preparation

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Report Preparation

Write to the audience

Who is the audience

What are its objectives and expectations

When there are two or more audiences use the appendix

General Format

1. Cover letter (loose)

2. Cover Page/Title Page

3. Table of Contents

4. Executive Summary

5. Introduction

6. Methodology

7. Results

8. Limitations and Caveats

9. Conclusions and Recommendations

10.Appendixes

11.PowerPoint

Cover Letter

Provide details of the enclosed materials i.e. the report

Who was responsible for the report

Who is receiving copies of the report

Identify any need for further action

Also communicate that you will be happy to answer any questions arising from the report.

Loose

Cover Page

Title of the report

Information about the researchers or organization conducting the report

Name of the person prepared for

Date

Table of Contents

Topics covered (headings and subheadings)

List of tables

List of graphs

List of appendices/Exhibits

Try to keep it under one Page

Executive Summary

Define the Problem concisely

Describe approach briefly

Major findings

Conclusions

Recommendations

No more than two pages single spaced

Introduction

Background to the problem

Management Decision Problem

Marketing Research problem

 i .e. the Objectives of the Research,

 information needs

Discussion of any secondary research

Methodology

Specific details of approach taken to the problem (past tense)

 Results of any exploratory research Information needed

Research questions and hypotheses

Questionnaire development and pre-testing

Sampling techniques, data collection, sample size

Data analysis: methods used and justification for using

• Dependent and independent variables

Keep it simple (remember your audience)

Technical details in an appendix

Two Pages

Results

Aggregate results

Market segment, geographic area etc.

Results geared to research problem and information needs – parallel’s the questionnaire

Details in tables and graphs with main findings discussed in text

Limitations and Caveats

Budget and time constraints

Sources of error (e.g. sampling non-sampling)

Any limitations (eg applicable to what population)

Any other organization constraints

Conclusions and Recommendations

Summary of statistical results

Interpretation of the results in light of the research problem and hypotheses

What have we learned

Recommendations relating to management decision problem

Exhibits/Appendices

 Bibliography of any references used

Sample Survey Questionnaire

 Moderator’s guide for any focus group

Code book

Statistical output

Presentation

1. Presentation Outline – for all member of audience

2. Visuals – PPT with lots of graphs, spreadsheets etc. focus on summaries, conclusions and recommendations

What do the data mean

What impact do the data have

What have we learned

What do we need to do based on what we have learned

What further research direction is needed

3. Copies of Report remember the audience

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