Chapter8Informative ReportsGoals· Write two types of summa.docx

Chapter8
Informative Reports
Goals
· Write two types of summaries and an abstract
· Create a mechanism description with a visual
· Write a periodic report, a progress report, and a news release
Terms
· abstracts, p. 189
· dateline, p. 206
· embargo, p. 205
· fiscal year, p. 195
· hook, p. 203
· mechanism description, p. 192
· media, p. 201
· periodic reports, p. 195
· progress reports, p. 198
· PSAs, p. 201
· public relations, p. 201
· reporting period, p. 198
· spatial order, p. 193
· summary, p. 189
WRITE TO LEARN
Think about where you are on the path of your educational
goals. Perhaps your career will require a two-year associate or a
four-year bachelor’s degree—or a master’s or doctorate degree.
Write several paragraphs answering these questions: What have
you achieved toward reaching your educational goals? What do
you still need to do to reach those goals? When will you reach
your goals? What problems are you experiencing? Your
audience can be your parents or guardians, a scholarship
committee, or other people who have supported your
educational career.
Focus on Informative Reports

Read the sample informative report on the next page and answer
these questions:
· What is its purpose? Does the writer ask the reader to do
anything?
· Can you determine the audience for whom this report was
intended?
· What would make this report more useful and easier to read?
· In what fields might a report of this nature be needed?
What If?
· The readers were lacking in a basic science background?
· The subject of the technical description were an object, not a
process?
· The process description were more complex and longer?
· The report were written in the future, when people no longer
use or have access to incandescent bulbs?
Sample Technical Process Description: How an Incandescent
Lightbulb Works
Source: Frank B. Meyers, University of California, Berkley
[email protected]
Courtesy of Paige Heller
Paige Heller is a physical therapist at an outpatient orthopedic
clinic in Sedona, Arizona. She treats patients daily and provides
written documentation for each visit, including daily evaluation
notes, periodic progress reports, and discharge summaries.
Paige’s writing must be clear and concise, yet thorough and rich
in detail. “A good physical therapy document needs to be
readable by a varied audience that includes the patient, other
physicians, and employers. These reports may also be used for
legal purposes, so they must include large amounts of
information in a small amount of writing.”
To write a report that is brief and that contains all necessary
information, Paige follows the “SOAP” formula for writing
bulleted clinical notes. Each letter stands for its own bulleted

item in the note:
· S stands for subjective—the first bullet states what the patient
reports.
· O stands for objective—the second bullet states what the
therapist observes and tests.
· A stands for assessment—the third bullet is an analysis of the
S and O points.
· P stands for plan—the last bullet is a future/intended course of
treatment.
Just as Paige writes her reports so they are useful for other
practicing therapists and physicians, she must read others’
reports in order to provide the most advanced and tested
treatment possible. “Physical therapy is an evidence-based
practice, which means we dictate our treatments according to
the results of research and studies in the field. I frequently
access online medical journals to review such reports. I also
read physician reports of surgeries or diagnostics to better
understand a patient’s condition or injury.” In other words,
Paige’s technical writing proficiency depends in part on her
technical reading skills. In turn, other physical therapy
professionals rely on Paige’s technical writing ability, which is
why accurate documentation is so important.
Think Critically
1. Why are the S and O bullets critical in Paige’s physical
therapy reports?
2. Why is the A bullet needed? Why is it important to assess the
first two bullets?
Printed with permission of Paige Heller
GETTING STARTED ON INFORMATIVE REPORTS
Professionals in business and industry use specialized reports to
convey information about their work. This chapter presents the
most frequently used informative reports: summaries and
abstracts, mechanism descriptions, progress and periodic
reports, and news releases. These specialized reports use
standard forms. Once you learn how to use them, you can
develop reports using information from jobs or personal

experience.
Warm Up
Recall the last movie or play you watched. How would you
respond if a friend asked, “What was the show about?” Using
what you remember about the show, write the answer you would
give to your friend.
SUMMARY AND ABSTRACT
A summary is a condensed version of a document. When writing
an essay, you generate details to develop or support a thesis and
topic sentences. Summaries require writers to do the opposite:
keep only general information and the most important details.
Abstracts are more condensed than summaries, often reducing
documents to a thesis. The length depends on the audience’s
needs and expectations.
Some summaries and abstracts stand alone; others begin a
longer technical document. By condensing the report’s
highlights before the audience reads the details, summaries save
coworkers time. People at upper levels of an organization may
choose to read only the summary sections of longer reports.
They do so because their interest is in the big picture or health
of the organization rather than the details or technical aspects of
day-to-day operations.
Some employees use summaries to stay on top of the latest
research and developments in their fields. These employees
summarize publications in the career field as they emerge and
file them for future reference.
Figure 8.1 on the next page is an article that an employee reads
so that the employee can summarize it for his or her supervisor
and files and for future reference. Figure 8.2 on page 191
contains two summaries and an abstract of the article in Figure
8.1.
To write a summary or an abstract:
1. When an oral presentation is given, take notes during the
presentation or soon afterward. Thus, you are less likely to
forget what the speaker said.
2. With a written document, read the document twice—or as

many times as necessary to fully understand the content. As you
read the second time, highlight the main ideas or cross out
everything (all details) except the main ideas. Paraphrase main
ideas. For longer summaries, choose a few important details to
include. For abstracts, condense the paraphrased material.
3. In the summary’s first sentence, include the thesis or main
point of the document using your own words and sentence
structure.
TYPICAL READER
Any person, whether manager, technician, or client/customer,
who wants access to an overview of more detailed information,
whether a company report, a journal article, a book, or another
document.
WRITER’S FOCUS
Clearly presenting major ideas and, when needed, essential
supporting information in a readable manner to enable users to
understand the central points of a longer document.
Figure 8.1 Article to Be Summarized
Source: Elstein, David. United States. Dept. of Agriculture. “A
Faster Way to Clean Roots.” Agricultural Research: 2004
(52.1). Web. 10 Dec. 2009.
Figure 8.2 Examples of Summaries and Abstract
4. Make clear what you are summarizing. With an article,
introduce the source in the first sentence by including the title
and author’s name. For a speech or meeting, credit the speaker
in the opening sentence.
5. Decide whether your audience needs a few details or only
main ideas. For long summaries, include only details that are
especially important. For short summaries, leave out details. For
abstracts, include only the most important general ideas. Be
concise. Reduce the original document to the main idea in a few
sentences.
6. Keep your summary information proportional to the original.
If the author spent four paragraphs on one topic and two

paragraphs on another, your summary should give proportional
time and emphasis. For example, in your summary or abstract,
do not include more information from the two-paragraph topic
than from the four-paragraph topic.
7. Write in present tense.
8. Paraphrase; do not copy word for word.
9. Quote sparingly, if at all, and use quotation marks correctly.
10. Provide transitions to keep the summary from sounding
choppy.
Do not give your opinion. A summary or an abstract should be
objective.
STOP AND THINK
If a summary includes three of an article’s five main points, is
it effective? Why or why not?
Warm Up
Examine the pen or pencil you are using to take notes. Briefly
describe its parts and their functions.
MECHANISM DESCRIPTION
A mechanism description describes the main parts of a device or
machine. It explains what the purpose of the mechanism and
overall design is, what the parts are, what they look like, and
what their function is.
Mechanism descriptions are used in catalogs, instruction
manuals, and employee training. Examples of mechanisms in the
workplace include car parts, furniture, kitchen tools, doorstops,
pencil sharpeners, and more sophisticated machines such as an
engine and a DVD player. Mechanism descriptions are often
included with instructions in product packaging.
Consumers can find a mechanism description in a manual that
comes with new equipment, such as a computer or can opener.
This description tells what the parts are, how they fit together,
and what their functions are. Technicians and operators use the
description to become familiar with the characteristics of the
machine and to troubleshoot problems. New employees use a
mechanism description to learn job responsibilities and safety
procedures. Decision makers use mechanism descriptions to

reach informed decisions, perhaps comparing current equipment
with equipment proposed for purchase.
Figure 8.3 on the following page is a mechanism description
that a community college electronics student produced to
demonstrate his understanding of an everyday object that people
use. The audience for the report was the instructor, other
electronics students, and anyone curious about how things work.
TYPICAL READER
Either a technician or a professional needing technical
specifications for a mechanism; any person who needs to
understand how a mechanism works.
WRITER’S FOCUS
Writing thorough and clear descriptions and explanations in a
readable format with accurate, precise details, including
measurements, materials, and appropriate graphics.
To write a mechanism description,
1. Take notes, describing every part in detail. Assume that you
are on the telephone. You must describe a mechanism that the
listener has not seen.
2. Use spatial order. That is, explain the parts from left to right,
right to left, top to bottom, bottom to top, or whatever pattern is
logical.
3. Open with an overall physical description of the mechanism,
a statement that identifies its general purpose (what it is
designed to do), and a preview of its parts.
4. Divide the mechanism into its parts and discuss each part
under a separate heading. Use proper names of the parts. Place
headings in the same order you used in the preview list.
5. Provide a precise physical description of the parts. Include
size, color, location, and material (what the mechanism is made
of).
6. Include the purpose or function of each part.
7. Provide a graphic of the mechanism. Include exploded
(enlarged) views of parts that are too small to be easily seen.
Add callouts to label each part.
8. Use active voice whenever possible.

Do not explain how to operate the mechanism. Instead, describe
what it does, what it looks like, what its parts are, and what
they look like and do.
Blend Images/JupiterImages
Figure 8.3 Example of a Mechanism Description
Source: Frank B. Myers, University of California, Berkeley
STOP AND THINK
In a mechanism description, should a writer describe a metal
disk as (a) about the size of a penny or (b) 1/2″ in diameter?
What organizational pattern is used in mechanism descriptions?
Warm Up
Consider the organizations you belong to, participate in, or are
concerned about. How do you learn about the status, or
“health,” of the organization?
PERIODIC REPORTS
Periodic reports explain accomplishments for all projects of a
work group or of an entire organization over a specified time
period. For instance, when you listened to your governor make a
State of the State address or the President make a State of the
Union address, you heard a periodic report. These speeches
explore the many ongoing projects of the state or nation for the
year. Periodic reports may cover different periods: a week
(weekly), a month (monthly), three months (quarterly), or six
months (semiannually).
Businesses and nonprofit organizations use periodic reports to
inform shareholders, clients, vendors, donors, and employees of
the organization’s accomplishments and challenges. Figure 8.4
on the following two pages is an example of a periodic report
prepared by a student intern.
To write periodic reports,
1. Consider all activities and accomplishments of the
organization for the specified time period. Begin by noting the
time period. Are you sharing information about the last two
weeks, the past month, or the fiscal year? (A fiscal year is the

operating year, such as the academic year, which often runs
from July 1 through June 30.)
2. Meet your audience’s needs. What are the audience’s
concerns, history with the writer and the project or
organization, and roles?
3. Organize tasks so you can report them logically. Once lists
are complete, categories of tasks become subheadings under a
major heading. Organize so the reader can find important
information easily.
4. Format for the audience. Many longer periodic reports are
manuscript-formatted, appearing like an essay or a book with a
title. These reports offer formality and distance appropriate for
a diverse audience. When written for an internal reader, a short
periodic report may be formatted as a memo. For an external
reader, the report may be formatted as a letter.
5. For the introduction, develop an overview that briefly
presents the highlights of the report. Mention each idea
included in a major heading. Also state the reporting period, the
time for which the document describes activities or progress.
6. For the body, compose a section for each activity category or
type of work undertaken during the reporting period, with
section headings and sometimes subheadings organized from
most important to least important. For instance, the monthly
activity report of a U.S. Navy recruiter might include the
following work areas (and headings): Job Fairs, School-Based
Meetings, Office Conferences, and Public Speaking Events.
Under each heading, the recruiter describes, from most to least
important, accomplishments during the reporting period. In the
rest of the report, the recruiter may note problems encountered.
7. In the conclusion, highlight any key ideas and refer to the
next report.
TYPICAL READER
Any person involved with or interested in the organization, such
as employees or shareholders, who would like to know about the
activities and accomplishments of the organization.
WRITER’S FOCUS

Presenting a logically organized, detailed description of what an
organization has done during the reporting period.
Figure 8.4 Periodic Report
8. Check for accuracy, particularly in statistics and names.
9. Use lists, numbered or set in columns, whenever possible to
ensure easier reading.
10. Divide long discussions into paragraphs to reflect groups of
ideas.
Periodic report writers should not include their opinions,
instead providing facts and allowing readers to draw their own
conclusions.
Figure 8.4 Periodic Report, cont.
STOP AND THINK
What three types of information are usually included in the
introduction of a periodic report?
Warm Up
Think about the grade reports you receive from school. What is
the writer’s purpose in presenting this report? Determine the
relationship between the writer and the audience. Now think
about how grade reports changed as you progressed through
your academic career from elementary to middle school to your
current level of schooling.
PROGRESS REPORTS
Like periodic reports, progress reports are documents that report
progress for a period of time. Unlike periodic reports, which
cover all of an organization’s work, a progress report describes
what has been done during a specified time on only one project,
such as work on the construction of a building. A progress
report covers in detail all achievements as well as plans for the
upcoming reporting period toward completing one project.
Anyone in an organization may need to report progress made on
a project. Readers may use information in a progress report to
make decisions, to take actions, or to file for future reference.
Figure 8.5 shows a progress report.

To write a progress report:
1. Organize a progress report to answer the readers’ most
important questions first. Use the following outline to plan for
progress reports. Under each heading, the writer may add
subheadings if several ideas will be covered in that section.
HEADING IN REPORT
WHAT THAT SECTION COVERS
Introduction
Report topic, purpose, and reporting period
Work Completed
What has been done
Work Scheduled
What needs to be done
Problems/Projections
What has gone wrong and when the work will be finished
2. In the opening or introductory section of the progress report,
· Name the project.
· Indicate the reporting period, which is the time the report
covers.
· State the purpose of the report (to tell readers the status of the
project).
3. Use I or we—first person—where appropriate. You take
responsibility for your actions and opinions by using I. Using I
or we is not only acceptable, but also encouraged.
4. In the Work Completed section,
· Note again the time period you cover. (This is optional; if it is
included, it usually appears beside the heading or in the opening
sentence of the section.)
· Use past tense verbs.
· Use subheadings (to separate tasks) or bulleted lists. When
three or more tasks or topics are included in this section,
subheadings are necessary. When only one or two tasks are
included, subheadings are optional.
TYPICAL READER
Anyone inside or outside the writer’s organization needing
information on progress toward completion of a task.

WRITER’S FOCUS
Clearly describing achievements and plans toward completing a
task in a standard organizational plan.
Figure 8.5 Internal Progress Report
Communication Dilemma
James Berry, a pediatric occupational therapist, is tempted to
give a parent a glowing report even though the 3-year-old
patient is not making significant improvement in therapy
sessions. Mr. Berry likes the parent and does not want to add to
the parent’s stress.
Think Critically
What are possible effects of misinformation in Mr. Berry’s
reports?
The U.S. Food and Drug Administration (FDA) publishes a
website that contains links to press releases of the past decade.
You will find everything from food and drug research to
biologics and radiation protection.
Go to the NET Bookmark for Chapter 8. Find a news release
that interests you and print it. Write several paragraphs to
explain if and how it uses the guidelines for effective news
releases.
www.cengage.com/school/bcomm/techwtg
· Provide sufficient details and explanations about each job
completed. Because your reader is probably most concerned
about what you have done on the project, ensure that this
section is clear and accurate. Place your most important ideas
first. After all, this is your opportunity to tell what you have
achieved.
5. In the Work Scheduled section,
· Tell your audience what work needs to be done in the next
reporting period.
· Use future tense verbs.
· Separate and emphasize each major task or job with
subheadings, as you did in the Work Completed section.

Remember to use subheadings when you have three or more
tasks. Otherwise, subheadings are optional.
6. In the Problems section,
· Describe any obstacles to completing the job. Inform the
reader of anything that has affected the quality or quantity of
work.
· Either list and number or describe these problems in
paragraphs.
· Be honest and direct.
· Report just the facts unless you need to assign responsibility
for problems. Remember that finger-pointing can be
counterproductive.
7. In the Projections section, give readers a new completion
date if problems have stalled the project so that the original
date cannot be met.
STOP AND THINK
While both periodic and progress reports are issued periodically
or in set increments of time, what is the difference between the
two reports?
Warm Up
Recall news relating to business or industry you have seen,
heard, or read in the last week from television, radio, print, or
online media. With that news in mind, answer the following
questions: What parts of the story do you remember? What
made the story memorable? What elements of the story do you
think business or industry provided? What elements were
probably the result of a reporter’s investigation?
NEWS RELEASES
News releases, also called press releases, are reports of events
or facts prepared for the media, which are systems or means of
mass communication. The goal of the release is to inform the
public of, for example, an employee promotion or a company
expansion.
One type of press release is the public service announcement
(PSA). PSAs differ from other news releases in that they present
facts beneficial to the public. PSAs, for example, announce Red

Cross blood drives, city council meetings, fund-raisers, and
other public events. People and organizations send news
releases to the media to share information with the public.
In many large organizations, public relations, the
communication between a company and the outside world, is
handled by departments that write news releases to help the
company maintain a positive image. For instance, if a company
executive is involved in a scandal, the public relations staff may
prepare a news release to present the company’s view and
restore public confidence.
In smaller organizations without public relations departments,
any employee may write a news release. The maintenance
director might write a release describing the company’s
recycling efforts, a retail manager might cover the store’s
planned expansion, and a volunteer group’s administrative
assistant might outline the organization’s upcoming fund-
raising project.
Because the writer sends the release to select news agencies, the
first readers are editors and news directors. They decide
whether the news release will run. If the information is
newsworthy and the release is well written so that little editing
is required, the chance that it will be published increases. Other
influential factors include space and time constraints.
If the release is published, the second audience is the public.
The public is anyone who reads a newspaper or magazine,
watches television, uses the Internet, or listens to the radio.
Specialized media agencies receive news releases targeting a
particular audience, so the second audience might also be a
select group.
For instance, you are probably familiar with television stations
that target specific people: MTV targets music lovers; TNN
attracts country music fans; CNN focuses on people interested
in world, economic, and political news; and the Disney Channel
targets children. Audiences are looking for the same thing—
timely and interesting information.
On the next page, Figure 8.6 shows a news release with a

triangle indicating the part of the release an editor chose to
publish. The last two paragraphs, which contained the least
important information, were cut.
To write a news release,
1. Begin by analyzing the audience. Consider the editor or news
director as well as the public.
2. Answer the classic Reporter’s Questions: Who? What? When?
Where? Why? and How? With answers to those questions, you
have the most important information to include in the news
release.
TYPICAL READER
Any person who appreciates news.
WRITER’S FOCUS
Planning and writing a news release that is effective enough in
content, style, organization, and format to win the news editor’s
approval for publication and that is interesting enough to gain
the attention of the ultimate audience; organizing so that
essential information comes first and is not lost if the editor
must cut the story because of space or time constraints.
Figure 8.6 Model News Release Cut by Editor
Figure 8.7 shows an illustration of this idea-packed opening for
a news release. Notice where the Reporter’s Questions are
addressed.
3. Beyond the Reporter’s Questions, ask yourself these
questions: (a) What will interest my audience? (b) What will
grab their attention? (c) What would they ask if they could?
4. Plan for accuracy. Check your prewriting notes for accuracy
in the following:
· Facts
· Numbers and statistics
Complete the Reorganizing an Ineffective News Release
worksheet available at
www.cengage.com/school/bcomm/techwtg. Click the link for
Chapter 8; then click Data Files.
Figure 8.7 Reporter’s Questions in News Release Opening

· Names
· Locations
· Quotations
· Completeness (“the whole truth”)
With correct text, releases will have a greater chance of being
published.
5. Plan for credibility. Exaggerations are overstatements or
additions beyond the truth that can ruin a person’s credibility.
Instead, use information that can be verified. Avoid superlatives
such as the best, the fastest, and the worst unless you can
document or prove the statement. If your release opens with “R.
J. Birch, the fastest 10K runner in the state,” make sure you
have her race times or other proof of your statement.
6. Compose the headline carefully because it will be read first.
Include an active verb. Use present tense for current events,
past tense for events already concluded, and future tense for
scheduled activities. For example, the headline HALIFAX
ACADEMY TO HOST STAR TREK CONVENTION uses an
active verb that indicates future time (to host) because the event
has not yet occurred. Be aware that your news release will
compete with others for space or airtime (time to deliver a news
story). Thus, the headline is your chance to make a positive first
impression on the reader.
7. Open the body of the release with a hook—catchy wording or
an idea that attracts attention. Dynamic wording or an intriguing
idea seizes the audience’s attention. Below are hooks used to
open news releases.
· The nets are still hanging in Memorial Coliseum after last
night’s City League upset, but only because the Knights expect
to return for them during the playoffs.
· When 600 first-year students show up for orientation at
Schantz College on Saturday, they will receive something
besides their dorm assignments.
· The Easter Bunny Brought What?
Those opening sentences attract attention so readers or listeners

will want to know more.
©Zoriah/The Image Works
8. Order ideas from most important to least important and begin
with the important answers to the Reporter’s Questions.
Organizing from most to least important achieves several
purposes:
· You make editors’ work easier and the story’s publication
more likely.
· You help readers find the most important information quickly
and easily—even if they do not read the entire article.
· Making cuts is easier, and you have more control of how they
are made.
If a news director has 20 seconds of airtime and your news
release is 30 seconds, the news director must cut 10 seconds or
choose not to use it. Likewise, print editors sometimes must cut
inches to fit releases into the space available.
9. Format news releases so information the reader needs stands
out, editors can make changes easily, and news anchors (who
might read the text on the air) can easily follow the document.
For illustrative purposes, the release is divided into three units:
the top of the page or introductory information, the body or
story, and pagination cues. Refer to Figure 8.8.
10. Properly format introductory information. Many large
companies create letterhead for news releases. It is printed with
the company name, postal and web addresses, telephone
number, logo, and the words NEWS RELEASE. If your
organization does not have special letterhead, use plain 8 1/2″ ×
11″ paper. Use the following guidelines for introductory format:
· Begin with the words NEWS RELEASE in all capital letters.
Key the source of the document in initial caps if letterhead is
not used.
· Key Contact and a colon flush right across from NEWS
RELEASE. After the colon, enter the name of the person
responsible for the release as well as the person’s job title and
phone number.

· Record the date the document was written beneath NEWS
RELEASE.
· Use For Immediate Release or place Release Date and a colon
at the left margin under the date. After the colon, key the date
and the specific time the information should be made public.
· Writers occasionally request a release to be held for a period
of time before publication. If you want a story to be held,
beneath or beside the release date, key Please hold until
[desired release time] or Please embargo story until [desired
release time].Embargo means “to withhold or delay
publication.”
Figure 8.8 News Release Format
Focus on Ethics
Isaac Nonn is a campaign worker for a candidate running for the
state legislature. Isaac’s candidate is slipping in the polls, and
the opposition is gaining in popularity. Isaac recently received a
packet in the mail from an anonymous sender, indicating that
the opposition candidate was expelled from college for cheating
before she transferred to the university from which she
ultimately graduated. Isaac is thinking about forwarding the
materials to local media outlets—perhaps anonymously.
Think Critically
How should Isaac handle the situation?
· Give the news agency a suggested headline in all capital
letters.
11. To format the body of a release, preface it with a dateline,
which identifies the location of the story. Key the dateline in all
capital letters. In Figure 8.8, NEWTOWN, AZ is where the
story takes place. After the location, (a) leave a space, (b) key a
dash, and (c) leave another space.
12. Use pagination cues, a special code to help readers follow
the text and read from one page to another. To use these cues,
· Key the word -more- centered at the bottom of the page when
the release will be continued on the next page.
· End news releases with -30- or ### centered after the last line.

Do not promote a product or a service in your release. If you are
tempted to do so, remind yourself that news is who did what,
where, when, why, and how, while advertisements are how new,
improved, or cost-effective something might be. Editors rarely
publish releases that read like sales literature.
STOP AND THINK
Before a news release is published, what reader or readers must
approve it?
CHAPTER 8
REVIEW
SUMMARY
1. Summaries and abstracts are condensed versions of longer
documents. In a summary, the writer clearly and logically
presents only main ideas. The length of the original and the
writer’s purpose determine the length. Abstracts are shorter than
summaries and cover the main idea of the original.
2. A mechanism description describes the main parts of a device
or mechanism and explains the purpose of the mechanism and
overall design, the various parts, they way they look, and their
functions.
3. Periodic reports describe the progress of all ongoing projects
in an organization or organization division during a specified
time period.
4. Progress reports describe the status of one project for a
specified period. Progress and periodic reports require writers
to consider the interests of the audience and the schedule of the
project or the organization.
5. News or press releases are reports of events or facts prepared
by employees to send to the media. The goal of the release is to
have the media outlets publish the story and inform the public.
Checklist
· Have I designed, organized, and written the document with the
audience in mind?
· Have I analyzed my audience(s) and determined what readers
need?
· Is my format appropriate for the audience and the situation?

· Have I included relevant background information?
· Have I used a logical and appropriate organizational plan?
· Are the ideas under each heading organized appropriately?
· Is the information complete and accurate?
· Have I used lists where appropriate for ease of reading?
· Have I made my document easy to read by using descriptive
headings? Do the headings follow parallel structure?
· Do I present accurate, specific details?
· Have I remained objective throughout the document?
· Have I presented problems as facts, not accusations?
You can find these fairy tales at
www.cengage.com/school/bcomm/techwtg. Click the link for
Chapter 8; then click Web Links.
Build Your Foundation
1. Write a one-sentence summary of one of the following well-
known fairy tales: “Little Red Riding Hood,” “Cinderella,”
“Sleeping Beauty,” “Goldilocks and the Three Bears,” or “The
Three Little Pigs.” Compare your summary with those of your
classmates. If you read the story rather than working from
memory, remember to use your own words.
2. The statements listed in items a-j will go into a progress
report. Identify each statement as Work Completed, Work
Scheduled, or Problems/Projections.
a. We have purchased a site license from NetBright for our
network.
b. The CD-ROM, which was delivered last Friday, was damaged
in shipping so that it is inoperable.
c. We installed screen savers on all computers.
d. If all work scheduled is completed as we expect, the network
will be ready for the team orientation on September 23.
e. This week the system director will order the serial cable we
need.
f. The hardware security system we requested was $300 over
budget.
g. Each computer will be named so that users can easily identify
it.

h. A system administrator must be trained before we can operate
fully.
i. We connected the laser printer to the network and tested it.
j. We forgot to order a surge protector for the computer attached
to the LCD projection panel, so we cannot use this equipment
until the order arrives next week.
3. Some of the following sentences are vague, and some include
the writer’s opinions. Revise each sentence to make it specific
and factual. Invent details as needed.
a. The calibrator is several minutes off schedule.
b. The phenomenal response to our new computer safety
education program shows that this new program will benefit
employees.
c. To get to the warehouse, go down the hall a bit and turn left.
d. The line was down for a while last Friday because of a
lecture on safety.
e. We can assemble the original air purifier in 45 minutes, but
the fancy case of the new model results in a much longer
assembly time than we planned.
4. Evaluate your progress on a hobby or collection. For
instance, if you build sound systems, explain the pieces of
equipment (for example, speakers and receivers) you have
acquired and describe the equipment you will add. If you collect
baseball cards or comic books, note the cards or books you own
now and the items you want to trade or buy. Make notes about
your progress. Then share those notes with your classmates.
Your Turn
5. Write a long summary, a short summary, and an abstract on
one of the following: a magazine or journal article, a textbook
chapter, a sporting event, a meeting, a TV show, a movie, a
classroom lecture, or a speech. The material you use for the
summaries and abstract might relate to your chosen career field,
a recent news event, or a topic suggested by your instructor.
6. List five mechanisms you know well. These may be
mechanisms you use at work, at home, or at school. Consider
using simple devices or a single mechanism within a larger,

more complex machine. Write a mechanism description for one
of the items. In your report, include a diagram of the
mechanism.
7. Write a periodic report using the following information.
As the Drafting Club chair, you receive organization funds from
the Student Government Association (SGA). You report to the
SGA twice a semester to tell them what the club is doing. Your
next report is due January 6, 20—. In this report, you will
discuss Professional Pursuits, Service, and Membership. The
club is more active than ever. Over the holidays, five members
attended the American Institute of Building Design meeting in
Pensacola and brought back information to share with other
members. The club began the school year with 21 members, and
two students joined during the second semester. This year’s
service project is to plan the city’s first Habitat for Humanity
house. Club members have completed the exterior drawings and
submitted them for approval. They will finish the interior
drawings before the school year ends. All 23 members of the
club have participated in this service project.
8. Think of groups to which you belong: a family, a club, a
neighborhood, a school. With one group and a particular time
period in mind, plan and write a periodic report for a specific
audience. Describe the ongoing activities for your group or for
your unit of the larger organization.
9. Consider any project you are working on at home, school, or
work as a topic for a progress report. Your audience will be a
person or group of people who have an interest in or make
decisions about the project. Use the appropriate format and
organization for the topic and audience.
10. If you are seeking a summer or part-time job, applying for
admission to a school, or working on a project, write a progress
report to the appropriate person about how you are
accomplishing your goals.
11. Contact several businesses or governmental agencies to
request a copy of the organization’s annual report, a periodic
report outlining the status of the organization that is presented

annually to shareholders, employees, vendors, and others.
Analyze these reports to determine whether they fit the
guidelines for periodic reports in this chapter.
Community Connection
12. Visit a nonprofit organization in your area. Learn about the
mission and needs of the organization. Then locate a journal or
newspaper article that is relevant to the nonprofit—an article
you think might help with the organization’s mission or goals.
Write a one- to three-paragraph summary of the article. After
submitting the article and your summary to your instructor for
review, present the article and your revised and edited summary
to the nonprofit’s personnel.
13. Write a news release for your school or another organization
with which you are affiliated to announce an upcoming event,
an accomplishment, or other newsworthy information. Submit
the release to your instructor and class. If appropriate after
careful revision and editing, submit it to a local news agency
for publication.

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