Ch.22: Informal Reports


  • Understand the role and purposes of informal reports
    • For every formal report made, there are countless informal reports
    • Informal reports help people make decisions in different areas
    • Most often a memorandum
  • Differentiate between informal and formal reports
    • Informal reports 
      • don't require extended planning
      • are created quickly
      • contain little/ no background information
      • no front or end matter supplements (title page, table of contents)
  • Differentiate between informational and analytical reports
    • Informational reports answer basic questions
    • Analytical reports offer information, interpretations, and conclusions
  • Write informational reports
    • Progress reports
      • Choose between email and memo
      • Use clear subject line
      • Present information efficiently
      • Anticipate/ answer questions
    • Activity reports
      • Email or memo
      • Clear subject line with time frame
      • Chunk information using headings, bullets, and lists
    • Trip reports
      • Take notes
      • State the exact trip and include dates
      • Record names of people/places
      • Note times/location
    • Meeting Minutes
      • Take notes
      • Complete immediately after meeting
      • Clear title and date
      • List all attendees
      • Describe all agenda items
      • Record all decisions
      • Proofread
  • Write analytical reports
    • Feasibility reports
      • Clear subject line
      • Provide necessary background
      • Offer the recommendation early
      • Follow up with details and data
      • End with a call to action
    • Recommendation reports
      • Clear subject line
      • Brief background
      • Summarize the situation
      • Be authoritative
      • Be informative
      • List benefits of taking action
    • Peer review reports
      • Begin with positives
      • Organize by topic
      • Constructive criticism
      • Support your critique with examples and advice
      • Close positively
    • Justification reports
      • State the problem/ recommended solution
      • Explain how to implement your plan
      • Encourage the reader to act

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