Ch14

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Learning Objective
O U T 14
L I N E
Chapter
Organizing and Finalizing
Reports/Proposals
Objectives
Organizing the Report/Proposal
Writing Reports and Proposals
14
C H A P T E R
Using Persuasion in
Writing Proposals
Finalizing Your Proposal or Report
Organizing and Finalizing Reports / Proposals
Copyright © 2001 South-Western College Publishing Co.
Chapter 14
Learning Objective
Organizing and Finalizing
Reports/Proposals
Learning Objectives
1. Describe the prefatory, body, and supplementary parts of
a report.
2. Explain the unique features of the proposal.
3. Illustrate how style and design affect readers’ perceptions
of the report.
4. Describe the primary considerations of documentation.
5. Explain the use of persuasion techniques in proposal
strategies.
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the prefatory, body, and
supplementary parts of a report.
ORGANIZING THE REPORT/PROPOSAL
• We now organize findings into a finished
report or proposal.
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Parts of the Report
• Reports are complex and contain several
sections or parts.
Prefatory Pages
Cover page:
Finalizing Your
Proposal or
Report
• binds the report, logo, image
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the prefatory, body, and
supplementary parts of a report.
Title page
• the first page of the report
• name, title, organization, and address of recipient
Writing Reports
and Proposals
• name, title, organization, and address of preparer
• date of submission
Using
Persuasion in
Writing
Proposals
Letter of Authorization
• written by the person who has given permission for
conducting the project
Letter of Acceptance
Finalizing Your
Proposal or
Report
• a response to the letter of authorization: acceptance
or revisions
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
Describe the prefatory, body, and
supplementary parts of a report.
Letter of transmittal
• serves as an introduction to the report
• a personal message from the writer of the report to
the reader
Table of Contents
• the report outline in finished form
Table of Illustrations
• include if the report has over four charts, graphs,
tables, or other illustrations
Acknowledgment page
• use only when acknowledgements are numerous
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the prefatory, body, and
supplementary parts of a report.
Executive Summary
• a concise description of the report, an abstract
Body
Writing Reports
and Proposals
Introduction
• to orient readers and to introduce the project
Using
Persuasion in
Writing
Proposals
Discussion
• the complete, detailed account of the problem.
• the research purpose, methodology, and results
Finalizing Your
Proposal or
Report
• analysis of data and interpretation of results
Summary and Conclusions
• a synopsis of the report and response to purpose
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the prefatory, body, and
supplementary parts of a report.
Recommendation
• suggestions for action based on the conclusions
Bibliography
Writing Reports
and Proposals
• the last page of the body
• lists all primary and secondary sources
Using
Persuasion in
Writing
Proposals
Supplementary Parts
Appendix
• contains additional material that supports ideas and
conclusions in the report
Finalizing Your
Proposal or
Report
Index
• an alphabetical subject guide to the report
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain the unique features
of the proposal.
Glossary
• words that may be unfamiliar to the reader
Parts of Proposals
Writing Reports
and Proposals
• The purpose: to get permission
• Proposals require a more persuasive tone
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
Unique Elements of Proposals
Objectives
• to give the reader a clear impression of the
anticipated outcomes produced by the project
Boundaries and limitations
• areas that will not be investigated
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain the unique features
of the proposal.
Schedule
• a chronological plan for completion of the project
Budget
Writing Reports
and Proposals
• specifies the costs involved in the project
Selection Guide
Using
Persuasion in
Writing
Proposals
Organize the report or proposal. Check lists :
• Short reports
• Long reports
• Proposals
Finalizing Your
Proposal or
Report
Outlining
A skeleton of the report
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Explain how style and design affect
readers’ perceptions of the report.
WRITING REPORTS AND PROPOSALS
Considering the Audience
• Larger audience: more formal, third-person
• Smaller audience: more informal, first-person
• Time: summarize for quick reading
Language and Style Guidelines for Reports
and Proposals
Formality
Finalizing Your
Proposal or
Report
• Influenced by the organizational culture
Voice
• use active voice verbs
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain how style and design affect
readers’ perceptions of the report.
Clarity
• Words should be concrete, specific, and as simple
as possible.
Writing Reports
and Proposals
Structure
• Unity: all parts combine to deliver one idea
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
• Coherence: maintaining consistency among
various parts of the report or proposal
• Variety: Use of language and style to promote
interest in your ideas
Documentation: Using Sources in the Text
Evaluating your choice of sources
• Credible source? Valid information? Meaningful?
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the primary
considerations of documentation.
When to acknowledge sources
• Credit any material that is the idea or property of
someone else.
Writing Reports
and Proposals
• Guidelines:
1. Direct quotations
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
2. Information that is questionable or not widely known
3. Judgements, opinions, and claims of others
4. Numerical data
5. Information provided by friends, colleagues, or
experts
How to acknowledge your sources
• Quotation marks, block quotes, paraphrase
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Describe the primary
considerations of documentation.
Referencing Systems
• author-date, author-page, numerical
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Bibliography
• Contains all of the sources you cite in the
body of the report.
• Sources are acknowledged using a reference
system:
• APA (American Psychological Association)
Finalizing Your
Proposal or
Report
• MLA (Modern Language Association)
• Chicago Style Method
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain the use of persuasion
techniques in proposal strategies
USING PERSUASION IN WRITING
PROPOSALS
Persuasion Techniques for Proposals
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
• Determine the needs of the audience and
present a logical flow of evidence leading to a
conclusion that solves their needs.
• Include the following persuasive components:
• Statements that show understanding of needs
• Recommendations in concrete terms
Finalizing Your
Proposal or
Report
• Evidence of qualifications
• Reason for considering your solutions
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain the use of persuasion
techniques in proposal strategies
FINALIZING YOUR REPORT OR
PROPOSAL
Revising Your Work
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
• Read the report or proposal aloud
• Set it aside for a few days
• Let someone else read the report or proposal
Editing Your Work
• Errors in Paragraph Structure
Finalizing Your
Proposal or
Report
• Errors in Sentence Structure
• Errors in Spelling, Grammar, and Punctuation
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Writing Reports
and Proposals
Explain the use of persuasion
techniques in proposal strategies
Selecting Graphics and Visual Aids
• Identify ideas, concepts, data, and unfamiliar
or ambiguous terms that would benefit from
an illustration.
• Maps, line charts, bar charts, pie charts
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
Proofreading
• The last step before submitting the report or
proposal.
• Three steps:
• Step 1: Read the document for content
• vagueness, awkwardness, incompleteness
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Explain the use of persuasion
techniques in proposal strategies
• Step 2: Examine on the structure of your
document.
• headings and outline
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
• Step 3: When satisfied - deliver the document.
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
Organizing the
Report/Proposal
Writing Reports
and Proposals
Using
Persuasion in
Writing
Proposals
Finalizing Your
Proposal or
Report
Figure 14.11
Sylvia’s Process Model Diagram
Transference Model
Individual Goals
and Objectives
apprehension
Organizational Goals
and Objectives
coordination and management
Experiential Activities
Debriefing and Analysis
success
failures
insights
plans and strategies
mediums
Reflection and Fine-Tuning of Skills
Application to Work Environment
Learning Objective
Chapter 14
Organizing and Finalizing
Reports/Proposals
The End
Copyright © 2000 South-Western College Publishing Co.
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