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Planning Reports and Proposals

The document discusses the three-step process of planning reports and proposals: plan, write, and complete. It outlines strategies for each step, including analyzing the situation, gathering information, selecting a medium, and organizing information. Common types of business reports and proposals are discussed, such as informational reports, analytical reports, and proposals. Organizational strategies are provided for each type. Key elements of business plans and websites are also summarized.

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ikaoktina
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134 views18 pages

Planning Reports and Proposals

The document discusses the three-step process of planning reports and proposals: plan, write, and complete. It outlines strategies for each step, including analyzing the situation, gathering information, selecting a medium, and organizing information. Common types of business reports and proposals are discussed, such as informational reports, analytical reports, and proposals. Organizational strategies are provided for each type. Key elements of business plans and websites are also summarized.

Uploaded by

ikaoktina
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Planning Reports and

Proposals
Ika Oktina Br Sitepu
The Three-Step Process
Plan Write Complete

Revise the Message


Analyze the Situation
Produce the
Gather Information
Adapt to Auience Messsage
Select the Right
Compose the Proofread the
Merdium
Message Message
Organize the
Distribute the
Information
Message
PLAN
1. Analyzing the Situation
Create work plan
 Define purpose
 To Inform  Statement of the problem / opportunity
 To Persuade  Specific statement of the purpose and
 To Recommend scope
 To Confirm  Discussion of tasks to be accomplished
 To Analyze
 Description of final products or
 To Summarize
outcomes
 Review of schedules and requirements
 Plans for following up
 Working outline
2. Gather the Information
Purpose
Audience
Priorities
3. Select the Medium
Hardcopy
Digital format
Multimedia

“What’s the best for you and your audience”


4. Organize the Information
Direct approach
State conclusions and recommendations
Introduce findings
Include support

Indirect approach
Introduce findings
Discussion and support
State conclusions and recommendations
Common Types of Business Reports and
Proposals

Informational Analytical
Proposals
Reports Reports
1. Planning Informational Reports
 Four General Categories:
 Monitor and control operations
 Implement policies and procedures
 Demonstrate compliance
 Report progress
 Organizational Strategies for Informational Report
 Comparison
 Importance
 Sequence
 Chronology
 Geography
 Category
 Spatial orientation
Creating Successful Business Plans
Key Elements of a Business Plan

 Summary  Design and development plans


 Mission and objectives  Operations plan
 Company and industry  Overall schedule
 Products or services  Critical risks and problems
 Market and competition  Financial projections
 Management  Financial requirements
 Marketing strategy  Exit strategy
Organizing Websites
The Unique Nature of Online Communication:
Web readers are demanding
Reading online is difficult
The format is non-linear
The medium is multidimensional
Information Architecture
Plan your navigation first
Let your readers be in control
Break your information into chunks
2. Planning Analytical Reports
Assess opportunities
Market analysis and due diligence

Solve problems
Troubleshooting and failure analysis

Support decisions
Feasibility and justification
Organizational Strategies for Analytical
Reports
Focus on conclusions
Focus on recommendations
Focus on logical arguments
3. Planning Proposals
Internal
Funding and management support
General projects

External
Investments and grants
Sales
Types of Proposals
Solicited
Requested (RFP)
Audience initiated

Unsolicited
Not requested
Writer initiated
Organizing Proposals
Solicited
Expected
Direct approach

Unsolicited
Unexpected
Indirect approach
Thank you!

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