How to create a professional Report, Proposal and Presentation in English. Communication skills help to plan, manage, organize, promote, innovate various marketing, management, development, construction processes, and systems. Communication skills are important to market and promote the business. Communication skills help to build and inspire people to work towards organizational goals. And communication skills is the method that a business can use to provide great customer experience. Communication skills are important to remove the communication gap between employers and employees. Communication skills help to reduce stress and improve productivity. And this is the way that inspires everyone to achieve the organizational goals effectively and happily. That’s why communication skills are very important in business management and organizations.
Trang 1* PHAN KIEU DUYEN
* NGUYEN DAO NHU THUY
* PHAN KIEU DUYEN
* NGUYEN DAO NHU THUY
UNIT 4: REPORTS, PROPOSALS, AND PRESENTATIONS
Trang 2C 11 • Reports and Research Basics
C 12 • Informal Business Reports
Trang 3Chapter 13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 4• What are Proposals?
Proposals are written offers to solve problems, provide services, or sell
Trang 5C13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 6Preparing Informal Proposals
Figure 13.2, an informal letter proposal to a Boston dentist to improve patient
satisfaction, illustrates the six parts of letter proposals D:\KD\CN27\HK5\2.Giao
tiep Kinh doanh\PRESENTATION\Figure 13.2.docx
Trang 7C13: Proposals, Business Plans, and Formal Business Reports
What are six main components of informal proposal?
Provide necessary background Discuss the significance of the
proposal and the goals or purposes that matter to the client
Introduce the problem Your goal is to convince the reader that a
problem exists or to persuade the reader that you understand the problem completely.,
Indicate the purpose Specify why you are making the proposal and highlighting the writer’s qualifications.
1 Introduction
2 Background,
Problem, and
Purpose
Explain the proposal Present your plan for solving the problem or
meeting the need
Discuss plan management and evaluation If appropriate, tell how the
plan will be implemented and evaluated
Outline a timetable Furnish a schedule showing what will be done and
Trang 8What are six main components of informal proposal?
Show project costs For most projects itemize costs Remember,
however, that proposals are contracts
Include a deadline Here or in the conclusion, present a date beyond
which the bid figures are no longer valid
Promote the qualifications of your staff Explain the specific
credentials and expertise of the key personnel for the project
Mention special resources and equipment Show how your support
staff and resources are superior to those of the competition
4 Staffing
5 Budget
Ask for approval Make it easy for the reader to authorize the
project (for example, Sign and return the duplicate copy)
6 Authorization
Request
Preparing Informal Proposals
Trang 9Chapter 13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 10Preparing Formal Proposals
Trang 11C13: Proposals, Business Plans, and Formal Business Reports
Preparing Formal Proposals
Special components of Formal Proposal
A letter of transmittal addresses the person who is designated to
receive the proposal or who will make the final decision This
persuasive letter briefly presents the major features and benefits of
executive summary also reviews the proposal’s highlights, but it is
written for managers and should be less technically oriented
3 Abstract or
Executive
Summary
Trang 12Preparing Formal Proposals
Special components of Formal Proposal
A table of contents should include all headings and their beginning
page numbers, any appendixes should be listed.
The title page includes the following items: title of proposal, name
of client organization, RFP number or other announcement, date
of submission, authors’ names, and/or the name of their organization.
executive summary also reviews the proposal’s highlights, but it is
written for managers and should be less technically oriented.
6 List of
Illustrations
Appendix A might include résumés of the principal investigators or testimonial letters Appendix B might include examples or a listing of previous projects
7 Appendix
Trang 13Chapter 13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 14Creating Effective Business Plans Components of Typical Business Plans
Components of Typical Business Plans
List the page numbers and topics included in your plan
Explain your reason for writing Provide your name, address, and
telephone number, along with contact information for all
principals Include a concise mission statement for your business
Describe your business explaining the reasons it will succeed.
service) For existing companies, describe the company’s founding,
growth, sales, and profit.
Trang 15C13: Proposals, Business Plans, and Formal Business Reports
Creating Effective Business Plans
Components of Typical Business Plans
Explain specifically how you will run your business,including location, equipment, personnel, and management
Discuss market characteristics, trends, projected growth, customer
behavior, complementary products and services, and barriers to
entry Discuss the strengths and weaknesses of your direct and indirect competitors.
5 Market Analysis
6 Operations and
Management
Explain how much money you have, how much you will need to start
up, and how much you will need to stay in business Including all cost and fee you need to pay (permits, equipment, insurance, supplies,
advertising and promotions, salaries, tax, and so on)
7 Financial
Analysis
Provide necessary extras such as managers’ résumés, promotional materials, and product photos, sales forecast, a personnel plan, anticipated cash flow, profit and loss, and a balance sheet
8 Appendixes
Bplans.co m
Trang 16Chapter 13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 17Writing Formal Business Reports
Trang 18Writing Formal Business Reports
Front Matter Components of Typical Business Plans
Including: (a) name of the report (in all caps); (b) name, title, and organization of the individual receiving the report; (c) author’s name, title, and organization; and (d) date submitted
Formal reports are usually enclosed in vinyl or heavy paper binders
to protect the pages and to give a professional, finished appearance
1 Cover
2 Title Page
Announce the report topic and explain who authorized it Briefly
describe the project and preview the conclusions, if the reader is supportive
3 Letter of
transmittal
Trang 19C13: Proposals, Business Plans, and Formal Business Reports
Writing Formal Business Reports
Summarize the report purpose, findings, conclusions, and recommendations
Include a list of tables, illustrations, or figures showing the title of the item and its page number
Trang 20Writing Formal Business Reports
Make enumerated recommendations that suggest actions for solving the problem
Explain what the findings mean in relation to the original problem
11 Appendix
Discuss, analyze, and interpret the research findings or theproposed solution to the problem
8 Body
Body and Back Matter Components of Typical Business Plans
List all sources of information used in your report
12 Works cited or
references
Trang 21Chapter 13: Proposals, Business Plans, and Formal Business Reports
Preparing Informal Proposals
Trang 22Final Writing Tips
● Allow sufficient time Develop a realistic timetable and stick to it.
● Finish data collection Do not begin writing until you have collected all the data and
drawn the primary conclusions For reports based on survey data, complete the tables
and figures first
● Work from a good outline A big project such as a formal report needs the order and
direction provided by a clear outline
● Provide a proper writing environment You will need a quiet spot where you can
spread out your materials and work without interruption
● Use the features of your computer wisely Use check spelling, check grammar tool
Save your document often and keep backup copies on disks or memory sticks Print out
important materials so that you have a hard copy
Trang 23C13: Proposals, Business Plans, and Formal Business Reports
Final Writing Tips
● Write rapidly; revise later Record their ideas quickly and save revision until
after the first draft is completed Rapid writing encourages fluency and creativity
● Save difficult sections If some sections are harder to write than others, save
them until you have developed confidence and a rhythm working on easier topics
● Be consistent in verb tense Use past-tense verbs to describe completed actions
(for example, the respondents said or the survey showed)
Use present-tense verbs, however, to explain current actions (the purpose of the
report is, this report examines, the table shows)
When citing references, use past-tense verbs (Jones reported that)
Trang 24Final Writing Tips
● Generally avoid I and we This formal style sometimes results in the overuse of
passive-voice verbs (for example, periodicals were consulted and the study was
conducted)
● Let the first draft sit After completing the first version, put it aside for a day or two Return
to it with the expectation of revising and improving it Do not be afraid to make major changes.
● Revise for clarity, coherence, and conciseness Read a printed copy out loud Make sure
that your writing is so clear that a busy manager does not have to reread any part.
● Proofread the final copy three times First, read a printed copy slowly for word meanings
and content
Then read the copy again for spelling, punctuation, grammar, and other mechanical errors
Finally, scan the entire report to check its formatting and consistency
(page numbering, indenting, spacing, headings, and so forth).
Trang 25C 11 • Reports and Research Basics
Trang 26BUSINESS
PRESENTATIONS
Trang 271. • Preparing
BUSINESS PRESENTATIONS
Trang 28Knowing Your purpose
Knowing Your Audience
1.
TO PREPARING EFFECTIVE BUSINESS PRESENTATIONS
Trang 312 • ORGANIZING THE CONTENT
Trang 323 BUILDING AUDIENCE RAPPORT
Building Audience
Rapport Like a Pro
Effective Imagery
Analogies Metaphors, Similes Personal anecdotes Worst and best case scenarios
Verbal Signposts
Previewing Summarizing Switching directions
Noverbal Messages
Look terrific ! Animate your body Speak extemporaneously Punctuate your words Get out from behind the podium Vary your facial expression
Trang 33Speaker’s Notes
1
2
Trang 34Check the room
Greet members of the audience
Practise stress reduction
Control your voice and vocabulary Put the brakes on
Move naturally Use visual aids effectively Avoid digressions
Summarize your main points and arrive at the high point of your talk
After Your
Presentatio
n
Distribute handouts Encourage questions Repeat questions Reinforce your main points Keep control
Avoid Yes, but answers End with a summary and appreciation
Trang 35• ORGANIZING TEAM-BASED WRITTEN AND ORAL PRESENTATIONS
Preparing to Work Together
Planning the Document or Presentation Collecting Information
Organizing, Writing and Revising Editing, Rehearsing and Evaluating
Trang 36• For his presentation in Tokyo, Jon Georges spoke slowly, chose simple English, avoided jargon and cliches, used short sentences and paused frequently.
• Consider audience expectations
• And cultural conventions
consider directness( getting to the point quickly) is to be inappropriate
7.
ADAPTING PRESENTATIONS TO INTERCULTURAL AUDIENCES
Trang 37Voice Mail
Announce your voice mail
Prepare a warm and informative
greeting Test your message
8.
• IMPROVING TELEPHONE AND VOICE
MAIL SKILLS
Trang 38SUMMARY OF LEARNING OBJECTIVES
appropriate nonverbal.
competently.
understanding.