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InformationalReports-SlideDeckforVideos.pptx

Informal Reports

1

What are Informal reports?

Purpose is always to inform

Less formal (obviously) than formal reports

Always know

The audience

Your role

The desired effect

Types of informal reports

Informative

Analytical

Often internal, so use memo format with headers for each section

2

Informative Reports

Short (1-2 pages)

Timely (weekly, daily, monthly depending on the need)

No conclusion (part of a project that is ongoing)

Types:

Progress

Activity

Trip

Meeting minutes

Analytical Reports

Longer

More detailed

Informative AND conclusive

Often persuasive

Persuasion can be subtle

Types:

Feasibility

Recommendation

Peer Review

Lab Reports

Informative Reports

Progress reports

To a familiar audience

To document progress in key areas

Major milestones

Changes in timeline

Adjustments in funding

To satisfy supervisors’ need to know

To get permission on changes

To alert supervisors to potential problems

Activity Report

Similar to a progress report

Periodic (at a set schedule or over a specific period)

Summary of all activity

Bonus: Incident reports

To document an incident

Usually within a form

Necessary information

Date of incident

Who was involved

Who observed

What happened

Why (in unbiased terms)

Simple observation

Complex investigation

What has been done to follow up

What will be done to follow up

Trip Report

To report the results of business-related travel

To a specific location or for a specific purpose

Often structured around a schedule or events

Bonus: Field reports

Always from expert observations

Always to an informed audience

Used to

Describe

Explain

Document

And, sometimes, recommend

Minutes

Usually using a template

From a member present

Always objective

free from opinion or perspective

To members present for recall

To members absent to inform

Necessary information:

Date

Time

Location

Called by

Attending

Note taker

Agenda items

Main points of discussion

Person leading discussion

Action items

Deadline

Bonus: Directives

Always from a place of authority

To instruct

To clarify

To persuade

To document

Analytical Reports

Feasibility

Asks “is it realistic?” or “is it practical?”

Provides background summary first

Makes a direct recommendation

Offers supporting sections

Recommendation

Asks “which one?” or “how should we?”

Provides background summary

Provides a section outlining the specific exigence (the thing driving or demanding the action)

Makes a direct recommendation

Supports the recommendation with details

Discusses the benefits of the recommendation

Peer Review

Provides feedback to a peer for the benefit of improving a document or presentation

Begins with a brief summary of the positive aspects

Focuses on constructive feedback

Organized based on the categories of feedback provided

Utilizes a polite tone throughout

Always focuses on constructive, not emotive or vague, feedback

Avoid simply saying that you “like” or “dislike” something

Ask yourself “why?”

Lab reports

Always uses passive voice

No first person

Does not use memo format

Relies heavily on lab notes

Equations

Questions

Actions

The audience is other scientists

Not read linearly, so structure must be followed

Lab reports Structure

Descriptive and explicit title

Clear, not creative

Abstract

Not always required

Helps the reader find relevant information

Includes

Purpose of the experiment

Approach used in the experiment

Significance of the experiment

Introduction

Moves from general to specific

Establishes the context of the experiment

Addresses background, secondary research, and concepts that impact the experiment

Directly addresses the singular purpose of the experiment

Method and materials

What is being done

What is being used

Often provided in a science classes (state the experiment was completed as assigned)

Note any issues here

Results

The data derived from the experiment

Always in past tense

No conclusions in this section

Discussion

Conclusions and discussions of meaning

Further questions

Address inconclusive data

Formal Reports

What Are Formal Reports

Analytical

Informative and conclusive

Requires critical thinking

Requires research

Relies on your expertise

Used to inform decision makers

Often external, so use APA paper format (abstract, lit review, methods, etc.)

Types of formal reports:

Comparative Analysis

Causal Analysis

Feasibility

Assignment Overview

Progress Report

Introduction

The introduction of a progress report should :

Identify the document as a progress report

Describe your project or assigned work

State that you are describing the progress made since starting the project

Discussion

Explain what you have accomplished. You need to be clear and correct in this section so that your reader is not misled.

Narrate each task thoroughly

Work accomplished

Progress expected

Problems encountered

Discuss solutions or ask for help

Use complete sentences

Do not include “empty” sections

Discussion Organization

Task 1

Work Accomplished

Progress Expected

Problems

Task 2

Work Accomplished

Progress Expected

Problems

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Conclusion

Overall progress

Ability to make deadline

Offer to answer questions or concerns

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