Parts of Formal Reports
Types of Proposals
Primary & Secondary Data Collection
Charts
Meetings
100

What is the purpose of a formal report?

Analyze findings, draw conclusions, and make recommendations that will solve a problem 

100

How many different types of proposals are there?

6

100

True or False: When conducting research for a business report, you do not need to worry about citing sources or creating a bibliography.

False: Plagiarism in a business report is still plagiarism, and can reflect poorly on you. 

100

When would you use a line chart?

To show change in data over time

100

True or False: A leader’s job is to summarize the decisions, assigned tasks, and deadlines that were decided upon. 

True, a leader’s job is to summarize the decisions, assigned tasks, and deadlines that were decided upon.

200

True or False: A formal report is similar to a research essay

True, a formal report is similar to a research essay

200

Are external proposals addressed to clients within the company or outside the company?

Addresses outside the company

200

Books, magazines, online databases, search engines and Wikipedia are all what type of source?    

Secondary sources

200

True or false: graphs and charts should use lots of colors and images.

False, a simpler chart is better and won’t distract the readers

200

What should you do to prepare for a meeting?

Determine the purpose of the meeting, set a time and place, send invitations to participants and distribute meeting agenda

300

What is the purpose of the body of the report?

It contains the central idea and is the “meat” of the report 

300

True or False: Solicited proposals are written in response to a request for approval

True, solicited proposals are written in response to a request for approval

300

What are 3 types of primary research sources?

Surveys, personal interviews, observation and experimentation

300

Why are charts and infographics important?

Readers are able to understand data and ideas more quickly than from text

300

True or False: if a meeting participant is running late, the polite thing to do is wait for them to arrive before starting.

False, even if people are missing, meetings should start promptly to avoid wasting time and to respect those who came in on time.

400

What is the most important part of writing a good formal report?

Conducting research 

400

Are informal proposals typically short or long?

Informal proposals short and information filled, and have a serious purpose

400

What are some strategies for conducting a good survey?

Explain why the survey is necessary, give an incentive, keep the amount of questions minimal, avoid leading or ambiguous questions, select the survey population carefully.

400

What are the 2 types of titles that can be used?

Talking titles (persuasive) and functional titles (general)

400

What should a meeting introduction include?

Goal and length of the meeting, background of topics/problems, possible solutions and limitations, tentative agenda, ground rules 

500

What sections are before the body section?

Report cover, title page, table of contents, list of figures and tables, and abstract/summary

500

What parts should informal and formal proposals contain?

Introduction, background, proposal, staffing, budget, and authorization

500

What is one reason you should document report data?

To strengthen argument/add credibility, to protect against plagiarism, to help the reader learn more about the topic, to provide proper credit

500

What are some things that should be kept in mind when using graphics in a report? List at least 2.

Consider how the audience will interpret them, use colors wisely/ use a color theme, check calculations, place graphs strategically, choose appropriate captions/titles.

500

What are some strategies for conducting a professional meeting virtually?

Establish ground rules, anticipate the limitations of technology, implement a system for taking turns speaking, leave time after the meeting for small talk to help build personal bonds

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