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Chapter 11
Reporting in the Digital Age Workplace
Instructor PowerPoint Library, 9e
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be
scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
1
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Learning Outcome 1
Explain informational and analytical report functions, organizational
strategies, and writing styles as well as typical report formats.
2
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
The Critical Role of Efficient Reporting
• Routine reports keep managers
informed about completed tasks,
projects, and work in progress.
• Focused, in-depth reports help
executives understand the
challenges they encounter in
business.
3
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
The Main Purposes of Business Reports
Convey
information
Answer
questions
Solve
problems
4
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Basic Report Functions (1 of 3)
Informational
reports
Analytical
reports
5
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Basic Report Functions (2 of 3)
Informational Reports • Present data without analysis or
recommendations
• Are routine and often periodic
6
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Basic Report Functions (3 of 3)
Analytical Reports • Provide data or findings, analyses, and
conclusions
• May also supply recommendations
• Intend to persuade readers
7
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Organizational Strategies
Direct
strategy
Indirect
strategy
8
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Audience Analysis and Report Organization
9
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Report Writing Styles
10
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Typical Report Formats
Digital (PDF files; Web-based
multimedia reports)
Infographics
Digital slide decks
E-Mail (sometimes
with memo or letter
report attached)
Forms and templates
Manuscript
11
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Informal Reports–E-Mail and Digital Formats
• PDF documents are a popular
delivery format.
• Some reports are animated and
may be hyperlinked to other
content.
• Slide presentations can be
converted to video.
• Slide decks are a condensed
image-rich format not intended for
verbal delivery.
12
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Informal Reports–Letter Formats (1 of 3)
Tips for Letter Reports:
• Use letter format for short,
informal reports sent to outsiders.
• Organize the facts section into
logical divisions identified by
consistent headings.
• May be delivered as a PDF file
attachment or simply within the
body of an e-mail.
13
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Informal Reports–Letter Formats (2 of 3)
Tips for Letter Reports:
• Single-space the body.
• Double-space between paragraphs.
• Leave two blank lines above each
side heading.
14
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Informal Reports–Letter Formats (3 of 3)
Tips for Letter Reports:
• Create side margins of 1 to 1¼
inches.
• Add a second-page heading, if
necessary, consisting of the
addressee’s name, the date, and the
page number.
• Follow your organization’s preferred
practices and formats.
15
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Analytical Reports–Memo Formats
Tips for Memo Reports:
• Use memo format for short (ten or
fewer pages) informal reports within
an organization.
• Leave side margins of 1 to 1¼
inches.
• Sign your initials on the From line on
hard copies.
• Attach memo to a cover e-mail
(some short reports are delivered as
plain e-mails).
16
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Informal Reports–E-Mail and Memo Formats
Tips for E-Mail and Memo Reports:
• Use an informal, conversational
style.
• Put recommendations first for direct
analytical reports and last for indirect
analytical reports.
17
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Learning Outcome 2
Apply the 3-x-3 writing process to contemporary business reports to
create well-organized documents that show a firm grasp of audience and
purpose.
18
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Applying the 3-x-3 Writing Process to Reports (1 of 2)
1. Analyze the problem and purpose.
2. Anticipate the audience and issues.
3. Prepare a work plan.
4. Conduct research.
3-x-3
19
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Applying the 3-x-3 Writing Process to Reports (2 of 2)
5. Organize, analyze, interpret, and
illustrate the data.
6. Compose the first draft.
7. Edit, proofread, and evaluate.
3-x-3
20
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Elements of a Work Plan for a Formal Report
Problem statement
Statement of the purpose, including
scope, limitations, and significance
Research strategy, including a
description of potential sources and
methods of collecting data
Tentative outline that factors the
problem into manageable chunks
Work schedule
21
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Learning Outcome 5
Generate, use, and convert numerical data to visual aids, and create
meaningful and attractive graphics.
22
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Creating Effective Visual Aids (1 of 5)
Graphics fulfill the following functions:
1. Clarify data
2. Create visual interest
3. Condense and simplify data
4. Make numerical data meaningful
23
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Creating Effective Visual Aids (2 of 5)
Match the graphic to the objective:
Table
To show exact figures
and values
Bar chart
To compare related
items
24
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Creating Effective Visual Aids (3 of 5)
Match the graphic to the objective:
Line chart
To demonstrate
changes in quantitative
data over time
Pie chart
To visualize a whole
unit and the proportion
of its components.
25
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Creating Effective Visual Aids (4 of 5)
Match the graphic to the objective:
Flow chart
To display a process or
procedure
Organization chart
To define a hierarchy of
elements
26
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Creating Effective Visual Aids (5 of 5)
Match the graphic to the objective:
Photograph, map,
illustration
To create authenticity,
to spotlight a location,
and to show an item in
use
27
Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not
be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
End
28

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Chapter 11 Reporting in the Digital Age

  • 1. Chapter 11 Reporting in the Digital Age Workplace Instructor PowerPoint Library, 9e Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. 1
  • 2. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Learning Outcome 1 Explain informational and analytical report functions, organizational strategies, and writing styles as well as typical report formats. 2
  • 3. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. The Critical Role of Efficient Reporting • Routine reports keep managers informed about completed tasks, projects, and work in progress. • Focused, in-depth reports help executives understand the challenges they encounter in business. 3
  • 4. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. The Main Purposes of Business Reports Convey information Answer questions Solve problems 4
  • 5. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Basic Report Functions (1 of 3) Informational reports Analytical reports 5
  • 6. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Basic Report Functions (2 of 3) Informational Reports • Present data without analysis or recommendations • Are routine and often periodic 6
  • 7. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Basic Report Functions (3 of 3) Analytical Reports • Provide data or findings, analyses, and conclusions • May also supply recommendations • Intend to persuade readers 7
  • 8. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Organizational Strategies Direct strategy Indirect strategy 8
  • 9. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Audience Analysis and Report Organization 9
  • 10. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Report Writing Styles 10
  • 11. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Typical Report Formats Digital (PDF files; Web-based multimedia reports) Infographics Digital slide decks E-Mail (sometimes with memo or letter report attached) Forms and templates Manuscript 11
  • 12. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Informal Reports–E-Mail and Digital Formats • PDF documents are a popular delivery format. • Some reports are animated and may be hyperlinked to other content. • Slide presentations can be converted to video. • Slide decks are a condensed image-rich format not intended for verbal delivery. 12
  • 13. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Informal Reports–Letter Formats (1 of 3) Tips for Letter Reports: • Use letter format for short, informal reports sent to outsiders. • Organize the facts section into logical divisions identified by consistent headings. • May be delivered as a PDF file attachment or simply within the body of an e-mail. 13
  • 14. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Informal Reports–Letter Formats (2 of 3) Tips for Letter Reports: • Single-space the body. • Double-space between paragraphs. • Leave two blank lines above each side heading. 14
  • 15. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Informal Reports–Letter Formats (3 of 3) Tips for Letter Reports: • Create side margins of 1 to 1ÂĽ inches. • Add a second-page heading, if necessary, consisting of the addressee’s name, the date, and the page number. • Follow your organization’s preferred practices and formats. 15
  • 16. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Analytical Reports–Memo Formats Tips for Memo Reports: • Use memo format for short (ten or fewer pages) informal reports within an organization. • Leave side margins of 1 to 1ÂĽ inches. • Sign your initials on the From line on hard copies. • Attach memo to a cover e-mail (some short reports are delivered as plain e-mails). 16
  • 17. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Informal Reports–E-Mail and Memo Formats Tips for E-Mail and Memo Reports: • Use an informal, conversational style. • Put recommendations first for direct analytical reports and last for indirect analytical reports. 17
  • 18. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Learning Outcome 2 Apply the 3-x-3 writing process to contemporary business reports to create well-organized documents that show a firm grasp of audience and purpose. 18
  • 19. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Applying the 3-x-3 Writing Process to Reports (1 of 2) 1. Analyze the problem and purpose. 2. Anticipate the audience and issues. 3. Prepare a work plan. 4. Conduct research. 3-x-3 19
  • 20. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Applying the 3-x-3 Writing Process to Reports (2 of 2) 5. Organize, analyze, interpret, and illustrate the data. 6. Compose the first draft. 7. Edit, proofread, and evaluate. 3-x-3 20
  • 21. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Elements of a Work Plan for a Formal Report Problem statement Statement of the purpose, including scope, limitations, and significance Research strategy, including a description of potential sources and methods of collecting data Tentative outline that factors the problem into manageable chunks Work schedule 21
  • 22. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Learning Outcome 5 Generate, use, and convert numerical data to visual aids, and create meaningful and attractive graphics. 22
  • 23. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Creating Effective Visual Aids (1 of 5) Graphics fulfill the following functions: 1. Clarify data 2. Create visual interest 3. Condense and simplify data 4. Make numerical data meaningful 23
  • 24. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Creating Effective Visual Aids (2 of 5) Match the graphic to the objective: Table To show exact figures and values Bar chart To compare related items 24
  • 25. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Creating Effective Visual Aids (3 of 5) Match the graphic to the objective: Line chart To demonstrate changes in quantitative data over time Pie chart To visualize a whole unit and the proportion of its components. 25
  • 26. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Creating Effective Visual Aids (4 of 5) Match the graphic to the objective: Flow chart To display a process or procedure Organization chart To define a hierarchy of elements 26
  • 27. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. Creating Effective Visual Aids (5 of 5) Match the graphic to the objective: Photograph, map, illustration To create authenticity, to spotlight a location, and to show an item in use 27
  • 28. Guffey/Loewy, Business Communication: Process and Product, 9th Edition. © 2018 Cengage. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part. End 28