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Chapter 10: Proposals and Formal Reports (Understanding Report Components,…
Chapter 10: Proposals and Formal Reports
Preparing Business Proposals
Types of Business Proposals
Informal or Formal
Internal or External
Solicited (RFP) or Unsolicited
Components of Informal Proposals
Introduction
Background, Problem, and Purpose
Proposal, Plan, and Schedule
Staffing
Budget
Conclusion and Authorization
Writing and Editing Formal Business Reports
Steps for Writing Formal Business Reports
Determine the Purpose and Scope of the Report
Anticipate the Needs of the Audience
Decide on a Work Plan and Appropriate Research Methods
Conduct Research Using Primary and Secondary Sources.
Organize, Analyze, and Draw Conclusions
Design Graphics to Clarify the Report’s Message
What to Review When Editing Formal Business Reports
Format
Consistency
Graphics
Heading levels
Accuracy
Mechanics
Conducting Primary and Secondary Research
Secondary Research Sources
Print Resources
Online Databases
Primary Research Sources
Surveys
Personal Interviews
Observation and Experimentation
Documenting and Citing Sources in Business Reports
Documentation Guidelines
Why Document
What to Document
How to Paraphrase
When and How to Quote
Copyright and Fair Use
Four-Factor Test to Assess Fair Use
How to Avoid Copyright Infringement
Common Citation Formats
Incorporating Meaningful Visual Aids and Graphics
Matching Graphics and Objectives
Using Tables, Charts, and Infographics
Tables
Bar Charts
Line Charts
Segmented Area (Surface) Charts
Pie Charts
Flowcharts
Infographics
Incorporating Graphics in Reports
Understanding Report Components
Front Matter Components
Title Page
Letter or Memo of Transmittal
Table of Contents
List of Figures
Executive Summary
Body Components
Introduction
Report Body
Conclusions and Recommendations
Back Matter Components
Works Cited, References, or Bibliography
Model Formal Report With MLA Format Plus Alternate APA Reference List