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This comprehensive guide focuses on the essential tasks involved in completing formal business reports and proposals. It outlines the major components of a formal report, including the introduction, body, and appendices, while emphasizing the importance of revising and proofreading for clarity and accuracy. You will learn about the distinct elements of proposals and requests for proposals (RFPs), as well as the differences between synopses and executive summaries. This resource is designed to enhance your skills in producing, distributing, and managing reports and proposals that meet audience expectations.
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Learning Objectives • Summarize the four tasks involved in completing business report and proposals • Identify the major components of a formal report • Identify the circumstances in which you should include letters of authorization and letters of acceptance in your reports
Learning Objectives • Explain the difference between a synopsis and an executive summary • Identify the major components of a formal proposal • Identify the major components to include in a request for proposals (RFP)
Finalizing FormalReports and Proposals • Revising • Producing • Proofreading • Distributing
Revising Formal Reports and Proposals • Organization • Style and tone • Readability • Content
Producing Formal Reports and Proposals • Design elements • Production work • Computer resources • Audience expectations
Components of Formal Reports • Prefatory parts • Text of the report • Supplementary parts
Cover Authorization or Acceptance List of Illustrations Title Fly Transmittal Document Synopsis or Abstract Title Page Table of Contents Executive Summary Prefatory Parts
Text of the Report • Introduction • Body • Closing
Supplementary Parts • Appendixes • Bibliography • Index
Components of Proposals • Prefatory elements • Textual elements
Proposal Cover Title Fly Title Page Table of Contents List of Illustrations Request for Proposal Executive Summary Transmittal Document Prefatory Elements
Textual Elements • Introduction • Body • Closing
Proofreading • Inconsistencies • Errors and omissions • Missing components
Distribution of Reports and Proposals • Physical • Electronic • Web-based
Requests for Proposals • Company background • Project description • Overall requirements • Decision-making criteria • Proposal requirements • Submission and contact information
Management of RFPs • Decision criteria • Response time • Tracking system