Your team puts an enormous effort on your monthly business planning. You establish goals and objectives and set a plan in motion to achieve them in time. This general awareness is one of the most important factors, but then there is also the need to tell stakeholders about everything that has happened recently. This report format will provide the sufficient graphics and visual tools to present the results compellingly.
It is said that business plans and goals should be S. T specific, measurable, attainable, relevant and timely. Understanding and displaying the numbers and graphics can be an essential part of having successful meetings. As well, getting to clear perceptions with your stakeholders or boards can take you a long way with your product or brand.
The business report template includes not only all the elements of the past in your company but also timelines and projections. Start your presentation with an overview of the last period. Make sure you include all the data you might think is necessary, add numbers and figures.
Make sure you include all relevant highlights and wins. Include all relevant revenue streams, the plans you have for your budget and even financial projections. Include acquisitions and everything related to your monthly achievements and your next steps. All templates Business. What is a Business Report Template? This is a four stage process. The stages in this process are content page, information page, data page. Stop boring your audience to death with bad presentations. July 2, Language English.
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Click the type of report you need. For example, click "Milestone Summary Report" if you want to make a presentation about milestones reached in your business, "Project Report" if you are reporting on the successful completion of a project or "Monthly Report" for periodical reporting. Click "Download" to download and install the template to your computer. The template will automatically open up in PowerPoint. Click the "Title" slide and replace the generic information with your information.
For example, on the Milestone Summary template, type your company name in place of "Company name. Click the second slide in the template. Replace the generic information with your information. The template will often offer guidelines and tips. For example, the second slide of the Milestone template is the Introduction.
Continue working through the slide, filling out the requested information. For example, slide 7 of the Milestone template is a graph. Click on the graph items that are surrounded by arrows. The report will contain an introduction, body and conclusion. The introduction highlights the problem under investigation. The body is used to discuss the facts and results of the investigation.
The conclusion is used to summarize. For instance, say pharmaceutical company X wants to partner with pharmaceutical company Y but has some concerns. Company X conducts an investigation and uses an investigative report to discuss in-depth financial information on company Y and its directors. Present compliance information to a governing body. This report, known as a compliance report, helps companies show accountability.
A company will use a compliance report to show proof to a governing body city, state, federal government, etc. The report contains an introduction, body and conclusion. The body contains the specific data, facts, etc. It put together an annual compliance report to show their activities for the year. Present the feasibility of an idea or proposed project.
An exploratory report to determine whether an idea will work is called a feasibility report. The report should contain a summary and body. The summary presents the idea. The body covers the benefits, potential problems, associated costs, etc.
A company might use a feasibility report to explore questions such as these: Can this project be completed within its budget? Will the project be profitable? Can this project be completed within the allotted time frame? Present research found in a study. A research studies report presents research on an issue or problem. The report should contain an abstract summary , introduction, methods, results, conclusion and recommendation.
It should also cite the study or studies involved. For example, a business might conduct a company-wide study on whether to ban smoking in its employee lounge. The person who writes up the study would produce a research studies report. Help a company improve its policies, products or processes via consistent monitoring. This report, called a periodic report, is written at fixed intervals, such as weekly, monthly, quarterly, etc.
It may examine efficiency, profit and loss, or any other metric over the chosen interval. For instance, a pharmaceutical sales representative might provide a monthly summary of his or her sales calls. Report on a specific situation. A specific situation — as opposed to a fixed interval — calls for a situational report. The situation can be as simple as the information provided at a conference or as complex as a report on the response to a natural disaster.
These reports contain an introduction, body and conclusion. Use the introduction to identify the event and briefly preview what you cover in the body of the report. The conclusion discusses the undertaken or necessary actions for the situation. Present several solutions for a problem or situation. A yardstick report weighs several potential solutions for a given situation.
Based on the results, the writer would recommend a particular course of action. A yardstick report should contain an introduction, body and conclusion. The conclusion reveals the best solution or alternative. The report would then conclude which of the three countries is the best location for the new plant. Part 2 of Determine your objective and format. Ask yourself what you would like the report to accomplish. Regardless of the answer, you need to make your objective concise.
If it is muddled, then your report will only confuse your audience, which risks damaging the report's credibility. For instance, you may want to accomplish receiving a larger advertising budget for your department. Your report should focus on the current advertising budget and how you might effectively use a larger budget. Identify your audience. Consider the knowledge or familiarity the audience already has with the intended topic. Also, think about how the audience will use the information in the report.
For instance, say you want to implement a job-share program for your division. Consider how much they likely know about job-share programs already. The answer will set the tone for the report. If your company has never considered a job-share program, then the report will be both informational and strategic. If the company has considered a job-share program, then the report will be less informational and more persuasive.
Identify what you need to learn. The hardest part of writing a business report isn't in the writing. This involves a variety of skills, including data collection and market analysis. What do you — and, in the end, management — need to know to make an informed decision about the topic?
Collect the appropriate data for your report. It is important that your data is well-researched; otherwise, you risk losing credibility. Data gathering itself is going to depend on the type of report that you write. Ensure that the data parameters you choose are concise and relevant to the point of the report. Data may come internally, which means you'll be able to collect it quite quickly. Sales figures, for example, should be available from the sales department with a phone call, meaning you can receive your data and plug it into your report quickly.
External data may also be available internally. If a department already performs customer analysis data collection, borrow that department's. You don't need to conduct the research on your own. This will be different for every type of business, but the writer of a business report often doesn't need to conduct firsthand research.
Organize and write the report. How you organize your report depends on your objective. For instance, you would organize a compliance report differently than a feasibility report. Once you have an idea of how you want to organize your report, you can write your content. Break up relevant data into separate sections. A business report can't be a big flood of figures and information. Organizing the data into separate sections is key to the success of a well-written business report.
For example, keep sales data separate from customer analysis data, each with its own header. Organize the report into appropriate section headers, which may be read through quickly as standalone research, but also supporting the basic objective of the report together. Since some of the sections may depend upon analysis or input from others, you can often work on sections separately while waiting for the analysis to be completed. Draw conclusions with specific recommendations.
Draw clear conclusions that follow logically from the data examined in the report. Clearly recommend the best course of action based on those conclusions, if appropriate. Write out any changes in job descriptions, schedules or expenses necessary to implement the new plan. Write the executive summary. The executive summary should be the very first page of the report, but it should be the last thing that you write.
The executive summary should present your findings and conclusions and give a very brief overview of what someone would read, should they choose to continue reading the entire report. It's like a trailer for a movie, or an abstract in an academic paper. The executive summary gets its name because it's likely the only thing a busy executive would read.
Tell your boss everything important here, in no more than words. The rest of the report can be perused if the boss is more curious. Use infographics for applicable data, if necessary. In some cases, you may find it helpful to include graphs or charts displaying quantitative data. Use color within the display, as it draws more attention to and helps to differentiate the information. Whenever possible, use bullet points, numbers or boxed data to help with readability.
This sets your data apart from the rest of your report and helps to indicate its significance. Generally speaking, visual figures are a great idea for business reports because the writing and the data itself can be a little dry. All infographics should be relevant and necessary. Use boxes on pages with a lot of text and no tables or figures.
Start on. Show related SlideShares at end. WordPress Shortcode. Like Liked. Charles Cotter, PhD. Full Name Comment goes here. Are you sure you want to Yes No. Ahmed Said. Eric Ato Acquah. Asif Wasiq. Show More. No Downloads. Views Total views. Actions Shares. No notes for slide. Business Report Writing Skills 1. Write this word down on the flip-chart. Readers should use the checklist on pages to evaluate the business report.
The minutes record topics of conversation, actions needed and decisions made. Normally, one person is elected to keep the minutes, usually a secretary or treasurer. Taking minutes is not the same as taking dictation. Concise and coherent minutes are the mark of a professional. Concentrate on getting the gist of the discussion and taking enough notes to summarize it later.
Try to capture basic ideas and the essence of what people say. Abbreviate words, use initials to save time circle key ideas, statements or decisions. Underline highlights and differentiate important ideas. Use stars, arrows, numbers.
Note who is responsible for the action. For small meetings, write the names of the attendees who approve, oppose and abstain from each motion. Download this presentation. Check our Presentation Design Services. Start a Project With Us. What can we help you with?
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