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Formal Reports

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Objectives
— Discuss strategies for enhancing readability of documents

— Discuss formal reports and components

— Learn guidelines and ABC format for formal reports

— Review sample reports and sections

— Workshop
— Activity – Collaborative project

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Readability
For technical writing, the audience includes…

§ Readers – “who engage with the text almost fully”

§ Skimmers – “who scan or skim the text for visually


distinct and essential information”

§ Technical/business writing needs to serve both


audiences – be readable, accessible, and respectful of
an audience’s time.
(Adapted/Source: T. Flood, Design Tools, 2008)

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Level of Technicality
Who will use the What is the level How much information
document? of technicality? does the audience need?

Experts Highly technical Just the facts and figures


document

Informed persons – Semi-technical Facts and figures explained


manager, staff, others document

Laypersons – Non-technical Facts and figures explained


diverse audience document in simple terms

(Adapted from Technical Communication by Lannon, Gurak, Klepp)


Enhance Readability
Style & Content

q Use professional style and tone – aim for “6Cs”

q Define business/technical terms – use plain language

q Write clearly and concisely – edit/delete extra words

q Develop ideas/paragraphs logically – use methods of development

q Emphasize or list key points – use short phrases and sentences

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Enhance Readability
Design & Format

q Design and format a message/document

q Create functional (generic) and informative (specific) headings

q Use space to separate text and sections in a document

q Use visuals/graphics to highlight key points and data

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Reports
u Reports provide information, analysis, and
recommendations on a topic or a project.

— Analyze a problem

— Discuss options and solutions

— Investigate and research a topic

— Develop a new design, product, service, or strategy

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Formal Reports
u Let’s define formal reports and common elements:

— Used for complex topics and projects

— Purpose can be informative, analytical, and persuasive

— Audience can be internal and/or external

— Contain several pages of content, plus appendices

— Adapt guidelines and formats for formal reports

(Source: Technical Communication by Pfeiffer and Boogerd)

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Guidelines

u Formal reports include nine components:

§ Transmittal Memo/Letter

§ Cover/Title Page

§ Table of Contents

§ List of Illustrations

§ Glossary

(Source: Technical Communication by Pfeiffer and Boogerd)

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Guidelines

u Formal reports include nine components:

§ Abstract or Executive Summary

§ Introduction

§ Discussion Sections

§ Conclusions and Recommendations

(Source: Technical Communication by Pfeiffer and Boogerd)

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Formal Report & Components
Front Matter Body Back Matter

Transmittal Memo or Introduction References or


Letter Sources Cited
Cover or Title Page Discussion Sections Appendices

Abstract or Recommendations
Executive Summary

Table of Contents Conclusion

List of Illustrations

Glossary (Source: Technical


Communication)
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Executive Summary
Executive Summary
§ A stand-alone document, usually one page
§ Intended for managers or decision-makers
§ Gives readers the “gist” or summary of main points

Informative summary includes main points on –


§ Topic or problem
§ Discussion, analysis, findings, and research
§ Recommendations and conclusions

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Introduction

Introduction
§ State the purpose and objectives of your project/report
§ Describe your project and its significance
§ Include scope of the project
§ Include methods of research and investigation
§ Overview and lead to main sections of the report

(Source: Technical Communication by Pfeiffer and Boogerd)

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Body & Discussion Sections

Body
§ Discussion section
§ Move from facts to opinions
§ Facts, findings, and research
§ Analysis of findings and research
§ Develop recommendations and conclusions

(Source: Technical Communication by Pfeiffer and Boogerd)

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Conclusion

Conclusion
§ Conclusion based on facts, findings, and discussion
§ Recommendations focus on action items or next steps
§ Headings for this section depend on the content:
§ Recommendations
§ Conclusion

§ Conclusions and Recommendations

(Source: Technical Communication by Pfeiffer and Boogerd)

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Coursework

§ Please work in your team on your collaborative


project.

§ Please read the chapter(s) in the textbook.


§ Chapter 3 – ABC Formats and Examples
§ Formal Reports

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