InformalReports Presentation Updated

Informal Reports
2015 Spring

Team 9: Marissa Ha, Yanxin Jiang, Angela Shetzer, Michael Warren

Understand business report basics, including functions, organizational strategies and format.
Yanxin

What is a business report?
• Functions of Reports
 Informational Reports
 Analytical Reports
• Organizational Strategies
 Direct Strategy
 Indirect Strategy

Report Formats
• Report Formats
 Letter Format
 Memo and E-Mail Formats
 Manuscript Format
 Preprinted Forms
 Digital Format

Letter Format

Memo Format

Develop informal reports, including determining the problem and purpose, and gathering data
Yanxin

How to develop an informal report? • Determine the problem and Purpose
Step
1 • Analyze who will read you report
• Gather information
Step
Company Records
Observation
2
Printed Material

Surveys,
Questionnaires, and
Inventories

Electronic
Resources

Interviews

Describe six (6) kinds of informal reports
Yanxin

Six Kinds of Informal Reports
1.
2.
3.
4.
5.
6.

Informational Reports
Progress Reports
Justification/Recommendation Reports
Feasibility Reports
Minutes of Meetings
Summaries

Write information and progress reports
Marissa

Informational Reports
• Reports that collect and organize information.
• Record routine activities.
• Providing information only.

•

• No analyzing
• No drawing conclusions
• No making recommendations
Examples: trip reports, police reports, monthly sales reports Writing Information Reports
1. Explain why you are writing the report.
2. Describe the methods and sources used to gather the information. 3. Include any necessary background information.
4. Present your facts and findings in a logical sequence.
5. Summarize and suggest.

Progress Reports
• Monitor the progress on unusual or non-routine activities.
• May be for internal or external use.
• Answers 3 questions:
• Is the project on schedule?
• Are corrective measures needed?
• What activities are next?

• Example: progress report for upper management about a