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38 Cards in this Set

  • Front
  • Back

Report categories

1. Informational reports
2. analytical reports
3. proposals

Statement of purpose

Why you're writing the report and what you plan to deliver; "to plus a verb"

Executive dashboard

Customized graphical presentation of key performance parameters

Effective research involves

1. Plan your research

2. Locate the data and information you need

3. Process the data and information you located

4. apply your findings

5. manage information efficiently

Knowledge management systems

Variety of computer-based systems that companies use to collect and share research results.

Problem statement

Defines the purpose of your research-- the decision you need to make or the conclusion you need to reach at the end of the process.

Ethical lapses

6 things you can do to avoid ethical lapses on pg 253.

Secondary research

Research done previously for another purpose, which includes sources like magazines, newspapers, books, etc.

Primary Research

Involves the collection of new data through surveys, interviews, and other techniques.

Evaluate information sources by answering these questions

1. Does the source have a reputation for honesty and reliability?

2. Is the source potentially biased?

3. What is the purpose of the material?

4. Where did the source get its information?

5. Can you verify the material independently?

6. Is the material current and complete?

7. Does the information make sense?


Presenting someone else's words as your own, such as copying material from an online source and dropping it into a report without giving proper credit.


Is a logical interpretation of facts and other information.


Suggest what to do about the information, while conclusions interpret information

You can use your secondary research results by:

1. Quoting, paraphrasing, or summarizing textual material

2. Drawing conclusions

3. Making recommendations

Library's sources of business information

1. Newspapers and periodicals

2. Business books

3. Directories

4. Almanacs and statistical resources

5. Government publications

6. Electronic databases

Search engines

Can scan millions of websites to identify individual webpages that contain a specific word or phrase and then attempt to rank the results from most useful to least useful.

Shortcomings of search engines

1. no human editors are involved to evaluate the quality of the search results

2. various engines use different search techniques, so they often find different material

3. search engines can't reach all the content on some websites

Web directories

Use human editors to categorize and evaluate website.

Online databases

Help overcome the challenges of the hidden internet by offering access to sources not available with standard search engines.

keyword search

engine or database attempts to find items that include all the words you entered.

boolean search

lets you define a query with greater precision using such operations as AND, OR, or NOT.

Natural language searches

lets you ask questions in everyday english

Forms-based searches

Create powerful search queries by simply filling out an online form.

To make best use of any search tool, consider:

1. Think before you search

2. Read the instructions and pay attention to details

3. Review the search and display options carefully, so you don't misinterpret results

4. Try variations of your terms

5. Use fewer search terms to find more results; use more search terms to find fewer results

6. Look beyond the first page of results

To develop an effective survey questionnaire

Tips on page 258

To select people to participate in a survey

Get a representative sample and avoid sampling bias.

Open-ended questions

Questions that solicit opinions, insights, and information.

Closed questions

Questions that elicit a specific answer, such as yes or no.

Informational report categories

1. Reports to monitor and control operations; business plans, operating reports, personal activity reports

2. Reports to implement policies and procedures; policy reports, position papers(white papers or backgrounders)

3. Reports to demonstrate compliance; compliance reports

4. Reports to document progress; progress reports


establish expectations and guideline to direct future action

Topical organization

Organizes by:

2. Importance
3. Sequence
4. Chronology
5. Geography
6. Category

Online environment considerations

1. Web readers are demanding

2. Reading online can be difficult

3. The web is a nonlinear, multidimensional medium

information architecture

describe the structure and navigational flow of all parts of a website.

Analytical report categories

1. Reports to assess opportunities; market analysis reports, due diligence reports

2. Reports to solve problems; troubleshooting reports, failure analysis reports

3. Reports to support decisions; feasibility reports, justification reports

Organize them by:

1. focusing on conclusions

2. focusing on recommendations

3. focusing on logical arguments

5 steps to to recommendations

1. Establish the need for action in the introduction

2. Introduce the benefit that can be achieved if the benefit is adopted

3. List the steps(recommendations) required to achieve the benefit

4. Explain each step more fully

5. Summarize your recommendations

When readers are skeptical

Use the 2+2=4 approach or the yardstick approach.

Proposal categories

Internal Proposals(management); funding proposals, general project proposals

External proposals(outside parties); investment proposals, grant proposals, sales proposals

Solicited proposals

unsolicited proposals(indirect approach)

Request for proposals

formal invitation to bid on their contracts, which includes instructions that specify exactly the type of work to be performed or products to be delivered, along with budgets, deadlines, and other requirements.