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Chapter 16
         Informal Reports




Strategies for Technical Communication in the
             Workplace 2nd Edition
                 Laura J. Gurak
                John M. Lannon
Two Categories
Informational
 Provide data and other information

  to answer basic questions
       Progress reports
       Activity reports
       Trip reports
       Meeting Minutes
Two Categories (cont.)
Analytical Reports
  Offer both information and
  conclusions based on the information
       Feasibility reports
       Recommendation reports
       Peer review reports
Progress Reports
Progress Reports provide regular status
  updates that focus on
  accomplishments on a specific project

Strategies for Progress Reports (296)
     Choose an appropriate format.
     Provide a clear subject line.
     Present information effectively.
     Make sure your report answers the
      anticipated questions.
Periodic Activity Reports
  Periodic activity reports are regular
   status updates that focus on general
   activities during a specific period of time
   (Example page 300)

Strategies for Periodic Activity Reports
       Choose an appropriate format.
       Provide a clear subject line.
       Present information effectively.
       Make sure your report answers the
        anticipated questions.
Trip Reports
Trip reports focus specifically on business-
   related travel. (Example page 302-303)

Strategies for Trip Reports
     Take good notes and make accurate
      transcriptions of interviews.
     Write down the names of people and places
     Account for times and locations.
     Provide a clear title and purpose statement.
     Use a format that is easy to navigate.
     Describe findings completely and objectively.
     Offer to follow up.
Meeting Minutes
Meeting Minutes are a record of meeting
proceedings (Example page 305)

Strategies for Meeting Minutes
   Take good notes during the meeting.
  Complete the minutes immediately after the meeting.
  Include a clear title, with the meeting date.
  List attendees.
  Describe all agenda items.
  Record all decisions or conclusions.
  Make sure the minutes are easy to navigate.
  Make sure the minutes are precise and clear.
  Keep personal commentary, humor, and “sidebar” comments
  out of the meeting.
Feasibility Reports
Feasibility reports analyze whether an
 idea or plan is realistic and practical.
 (Example page 307)

Strategies for Feasibility Reports
   Make sure the subject line is clear.
   Provide background information.
   Offer the recommendation near the beginning of the
    report.
   Provide the details, data, and criteria after the
    recommendation.
   Explain why your recommendation is the most
    feasible of all the possible choices.
   End with a call to action.
Recommendation Reports
Recommendation reports interpret data, draw
 conclusions, and recommend a course of action
 (Example page309)

Strategies for Recommendation Reports
     Provide a clear subject line.
     Keep background information short.
     Discuss the problem or situation prior to making
      recommendations.
     Use an authoritative tone.
     Use headings and make them as informative as
      possible.
     End with a list of benefits for taking action.
Peer Review Reports
Peer review reports are written by
 employees, providing a way for people to
 give each other constructive criticism and
 feedback. (Example page 311)

Strategies for Peer Review Reports
   Start with the positives.
   Organize by topic area.
   Always provide constructive criticism.
   Support your criticisms with examples and
    advice.
   Close positively.
Any questions?
For additional help reviewing this chapter, please
  visit the Companion Website for your text at
    http://www.pearsonhighered.com/gurak.

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Gurak ch15

  • 1. Chapter 16 Informal Reports Strategies for Technical Communication in the Workplace 2nd Edition Laura J. Gurak John M. Lannon
  • 2. Two Categories Informational  Provide data and other information to answer basic questions  Progress reports  Activity reports  Trip reports  Meeting Minutes
  • 3. Two Categories (cont.) Analytical Reports  Offer both information and conclusions based on the information  Feasibility reports  Recommendation reports  Peer review reports
  • 4. Progress Reports Progress Reports provide regular status updates that focus on accomplishments on a specific project Strategies for Progress Reports (296)  Choose an appropriate format.  Provide a clear subject line.  Present information effectively.  Make sure your report answers the anticipated questions.
  • 5. Periodic Activity Reports Periodic activity reports are regular status updates that focus on general activities during a specific period of time (Example page 300) Strategies for Periodic Activity Reports  Choose an appropriate format.  Provide a clear subject line.  Present information effectively.  Make sure your report answers the anticipated questions.
  • 6. Trip Reports Trip reports focus specifically on business- related travel. (Example page 302-303) Strategies for Trip Reports  Take good notes and make accurate transcriptions of interviews.  Write down the names of people and places  Account for times and locations.  Provide a clear title and purpose statement.  Use a format that is easy to navigate.  Describe findings completely and objectively.  Offer to follow up.
  • 7. Meeting Minutes Meeting Minutes are a record of meeting proceedings (Example page 305) Strategies for Meeting Minutes  Take good notes during the meeting. Complete the minutes immediately after the meeting. Include a clear title, with the meeting date. List attendees. Describe all agenda items. Record all decisions or conclusions. Make sure the minutes are easy to navigate. Make sure the minutes are precise and clear. Keep personal commentary, humor, and “sidebar” comments out of the meeting.
  • 8. Feasibility Reports Feasibility reports analyze whether an idea or plan is realistic and practical. (Example page 307) Strategies for Feasibility Reports  Make sure the subject line is clear.  Provide background information.  Offer the recommendation near the beginning of the report.  Provide the details, data, and criteria after the recommendation.  Explain why your recommendation is the most feasible of all the possible choices.  End with a call to action.
  • 9. Recommendation Reports Recommendation reports interpret data, draw conclusions, and recommend a course of action (Example page309) Strategies for Recommendation Reports  Provide a clear subject line.  Keep background information short.  Discuss the problem or situation prior to making recommendations.  Use an authoritative tone.  Use headings and make them as informative as possible.  End with a list of benefits for taking action.
  • 10. Peer Review Reports Peer review reports are written by employees, providing a way for people to give each other constructive criticism and feedback. (Example page 311) Strategies for Peer Review Reports  Start with the positives.  Organize by topic area.  Always provide constructive criticism.  Support your criticisms with examples and advice.  Close positively.
  • 11. Any questions? For additional help reviewing this chapter, please visit the Companion Website for your text at http://www.pearsonhighered.com/gurak.