- the word report is really just a generic term for a variety of documents that vary in form and purpose.
- Business and technical writing practice sometimes distinguishes between formal and infromal reports. Formal reports generally follow a multi-part format and are used primarily to present the results of a detailed report. Informal reports tend to be shorter documents and their formats are less complex.
- To ensure that their reports are useful, writers should take the same kind of process approach that they would use when writing any other business or technical document.
- Because they are often action oriented, reports require writers to analyze their audience-or audiences-carefully.
- Audiences can include any, or all, of the following: the layperson, the executive, the expert, the technician, the operator. Each brings a different background and a different set of needs to his or her reading of a report that writers must take into account if they hope to produce an effective document.
- proposals are in some ways simply specialized reports
Audience Analysis: The Problem and a Solution-
Every communication situation involves three fundamental components: a writer, a message and an audience. However, many report writers treat the communication situation as if there were only two components: a writer and his message.
- Talking point: is this an extension of poor spoken communication? People tend to think of their next point before the other person has finished what they are saying. These poor listening skills could influence (or could be influenced) by poor writing.
The inexperienced report writer often fails to design his report effectively because he makes several false assumptions about the report writing situation.
A report has value only to the extent that it is useful to the organization.
Artificial communication of a student in college-in writing only for professors, a student learns to write for audiences of one, audiences who know, more than the writer knows, and audiences who have no instrumental interests in what the report contains.
- Talking point: how could this be fixed? new ways of teaching/presenting information to students on the part of the professor? should the student be required to present research papers (or any paper) to larger audiences?
You must determine who your audiences are as related to the purpose and content of your report. "Who" involves the specific operational functions of the person who will read the report, as well as their educational and business backgrounds.
Three types of report audiences: horizontal, vertical and external.
In addition to having different educational backgrounds, the audiences will have different concerns, such as budget, production, or contract obligations. Audiences will also be separated from the writer by organizational politics and competition, as well as by personality differences among the people concerned.
Report travels routinely throughout the organizational pathway, and will have unknown or unanticipated audiences as well. The writer must design his report primarily according to how it will be used. The organization chart may describe the organization, but it does not describe how the organization functions.
An additional complication is that the external audience can judge an entire organization on the basis of one writer's report.
Procedure calls for preparing an egocentric organization chart to identify individual report readers, characterizing these readers, and classifying them to establish priorities.
- differs from the conventional chart in two senses: identifies specific individuals rather than complex organizational units and categorizes people in terms of their proximity to the report writer rather than in terms of their hierarchical relationship to the report writer.
A systematic characterization of the individual report readers is made in terms of operational, objective and personal characteristics:
- operational characteristics: particularly important.
- objective characteristics: specific relevant background data about the person.
- Talking point:a lot of the information given in this section refers to engineering. how can it be applied to other non-science fields? does it even need to be? writing about art or literature is sure to be very different than writing about engineering.
Think through the total impacts of your report on the organization.
The final step in our method of audience analysis is to assign priorities to your audiences in order of importance to you:
- primary: make decisions or act on the basis of the information a report contains. typical primary audience is the decision maker, but his actual decisions are often determined by the evaluations and recommendations of staff personnel.
- secondary: are affected by the decisions and actions
- immediate: route the report or transmit the information it contains. at times the immediate audience is also part of the primary audience and at other times it is part of the secondary audience.
What to Report-
"What does management want in reports?" is an extremely basic question, and yet it seems to have had less attention than have the mechanics of putting words on paper.
Every manager said he read the summary or abstract; a bare majority said they read the introduction and background sections as well as the conclusions and recommendations; only a few said they read the body of the report or the appendix materials.
- Talking point: what does this tell writers about time management and where to place the most effort during the writing process?
If a report is to convey useful information efficiently, the structure must fit the manager's reading habits.
- Talking point: is this just continuing the bad habit learned in school of writing for an audience of one?
The writer of the report for management should write at a technical level suitable for a reader whose educational and experience background is in a field different from his own.
Management itself has definite responsibilites in the reporting process. Four conferences at selected times can help a manager control the writing of those he supervises and will help him get the kind of reports he wants, when he wants them:
- at the beginning of the project: define the project, make sure the engineer involved knows what it is he's supposed to do, and specify the required reporting that is going to be expected of him as the project continues
- at the completion of the investigation
- after the report is outlined
- after the report is written
- Talking point: should the above steps be taken for every report? or is it sufficient to go over them the first few times a writer does a report? when should the writer have the ability to do it on his own?
The Writing of Abstracts: the percentage of those who read beyond the abstract is probably related directly to the skill with which the abstract is written.
An abstract has two purposes: provides the specialist in the field with enough information about the report to permit him to decide whether he could read it with profit (descriptive abstract) and it provides the administrator or executive with enough knowledge about what has been done in the study or project and with what results to satisfy most of his administrative needs (informative abstract).
The descriptive abstract cannot satisfy the requirement of the informative abstract. The informative abstract satisfies not only its own purpose but also that of the descriptive abstract.
Some tips:
- your abstract must include enough specific information about the project or study to satisfy most of the administrative needs of a busy executive. specific information must be given!
- your abstract must be a self-contained unit, a complete report-in-miniature
- your abstract must be short. make it as short as possible without cutting out essential information or doing violence to its accuracy
- your abstract must be written in fluent, easy-to-read prose.
- your abstract must be consistent in tone and emphases with the report paper, but it does not need to follow the arrangement, wording, or proportion of the original
- your abstract should make the widest possible use of abbreviations and numerals, but it must not contain any tables or illustrations.
Ten Report Writing Pitfalls: How to Avoid Them-
- Ignoring your audience: WHO, WHY, and HOW
- Writing to impress: don't assume that a word familiar to you is easily recognized by your reader. your objective is that your reader comprehend your thoughts, and there should be a minimum of impediements to understanding
- having more than one aim: you must define the specific audience and characterize the information. you should be able to state the specific purpose of your report in one sentence.
- being inconsistent: not limited to measurements, but includes terms, equations, derivations, numbers, symbols, abbreviations, acronyms, hyphenation, capitalization, and punctuation.
- overqualifying: most reports have too many modifiers.
- not defining: common words are used in science with other meanings than their common ones and terms need to be defined.
- misintroducing: introductions not only tell the sequence or plan of the report, but tell the what, how and why of the subject as well.
- dazzling with data: the usual error occurs in supportive material that many engineers and scientists feel is unnecessary to give a report scientific importance
- not highlighting: attention should be called to key elements needed for the understanding of your material
- not rewriting: don't expect the draft of your report to be ready for final typing and reproduction without rewriting. once you have written your first draft (and the quicker you accomplish this the more time you will have to perfect the text), you are in a better position to analyze, tailor and refine the report as a whole.
- Talking point: do computers allow you to do more fine tuning at the beginning and as you go along rather than waiting until the very end? is this better or worse?