Chapter 8/9 - Informal/formal reports Flashcards

1
Q

What is an informal report?

A
  • it is for internal communications and usually solicited by someone in authority
  • the most common types of are incident, progress, expense, or information/evaluation reports
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2
Q

What is the general format of an informal report?

A
  • is brief and to the point in use memo format
  • it always has an intro, background, report, and conclusion
  • if it is more than three pages it’s considered formal
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3
Q

What is a progress report?

A
  • it updates stakeholders on progress

- it keeps track of what has been done, what needs to be done, any problems and possible solutions

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4
Q

What is the format of a progress report?

A

– summary: what is the project, goals/objectives
– background: addresses why project was started
– planned work: work expected to be completed
– completed work: which tasks are done
– challenges: any difficulties experienced and how they have been addressed (to reassure reader)
– schedule: outlines schedule for work going forward
– future plans: work be completed
– conclusion: restate work completed, work to be completed, problems, etc.
– evidence: optional section like an appendix

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5
Q

What is an incident report?

A
  • it is for when a serious issue like an accident, technological issue or malfunction occurs
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6
Q

What is the format of an incident report

A
  • introduction
  • investigation
  • assessment
  • conclusion
  • recommendations
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7
Q

What is an expense report?

A
  • it is when you’re spending the companies money and want to claim expenses for reimbursement
  • goal is to get detailed information of costs and provide solid rationale for expense
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8
Q

What is the format of an expense report?

A
  • introduction
  • activities
  • benefits
  • costs
  • conclusion
  • recommendations
  • attachments
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9
Q

What is an information/evaluation report?

A
  • they are a report on information/research and is not particularly persuasive
  • an evaluation report asks for your recommendations on the information
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10
Q

What is the format of information/evaluation report?

A
  • intro
  • overview/background
  • methodology
  • findings
  • assessment (only eval)
  • conclusion
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11
Q

What is a formal report?

A
  • used for external audiences or for internal audiences if topic is serious in nature
  • written in a formal tone
  • at least three pages in length & never use memo format
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12
Q

What is the format of a formal report?

A
  • cover page
  • table contents
  • executive summary
  • follows format of informal report types
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