RECOMMENDATION REPORT ASSIGNMENT

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336_ppt_6_11.pptx

Today’s Agenda

Graphic aids: purposes and proper presentation

Two types of graphics aids:

Tables

Charts

BEIT 336: Week 2 – Class 2

1

Graphics for Reports

Business reports often contain a great deal of numbers.

You can use graphic aids (i.e., charts and tables) to organize and present the numbers in various ways to help your readers understand the numbers and the meaning and significance of the numbers.

Graphics serve other purposes also.

BEIT 336: Week 2 – Class 2

Graphics for Reports (Chapter. 14)

Graphics can:

simplify complex data

give emphasis to key point of coverage

add interest

Graphics Guidelines:

Use graphics only when relevant to purpose

Use graphics in conjunction with text; not as a substitute

BEIT 336: Week 2 – Class 2

Graphics for Reports – Tables (p. 48 Study Notes)

Tables present text and/or numbers in rows and columns to summarize data.

Appropriate sequence of text and table in a report is as follows:

Introduction: you must introduce the table in the paragraph before you show the table

Show the table

Provide specific discussion in the paragraph after the table to help readers understand the key points/ideas contained in the table

The discussion should not be a restatement of the information in the table, but a summary or highlight of key points

BEIT 336: Week 2 – Class 2

Graphic Aids for Reports– Table (example 1)

BEIT 336: Week 2 – Class 2

Graphics for Reports– Tables (example)

The top five communication skills needed by information systems (IS) graduates as perceived by IS professionals are shown in the following table.

Effective listening skill is ranked as the most important communication skills. This is consistent with the “seek first to understand, then be understood” principle. Preparing written and oral instructions and presentations are ranked as the next highest skills in the survey. … From the findings, one can conclude that effective oral, written, and interpersonal skills are essential for IS professionals.

BEIT 336: Week 2 – Class 2

Graphic Aids for Reports– Table (example 2)

BEIT 336: Week 2 – Class 2

The following is an example of a recommendation report that includes two tables.

Pay attention to the setup (introduction before the table and discussion after the table) and the value the tables add to the report’s effectiveness.

BEIT 336: Week 2 – Class 2

Recommendation Report – Outline

Introduction (no heading)

About the study (talking heading)

Service Level, Reputation and Cost Among Selection Criteria

Findings (talking heading)

Right Access Service Level Sub Par

Career Plus Most Costly among Three

Conclusion & Recommendation (talking heading)

Gary & Associates Best Choice Among Three Options

Closing (no heading)

BEIT 336: Week 2 – Class 2

Recommendation Report - Introduction

Here is the report you requested on December 18 investigating the possibility of CompuTech’s use of outplacement services. It discusses the issue of selecting an appropriate counseling service for discharged staff and provides a recommendation. The recommendation is based on careful evaluation of three prospective outplacement agencies: Gary & Associates, Right Access, and Career Plus.

BEIT 336: Week 2 – Class 2

Recommendation Report– Background

In an effort to reduce costs and increase competitiveness, CompuTech will begin a program of staff reduction that will involve releasing up to 10 percent of our workforce. Many of these employees have been with us for ten or more years, and they are not being released for performance faults. These employees deserve a severance package that includes counseling and assistance in finding new careers.

BEIT 336: Week 2 – Class 2

Recommendation Report– Facts

Service Level, Reputation and Cost Among Selection Criteria

In order to choose among the three agencies, I established criteria based on professional articles, discussions with staff at other companies using outplacement agencies, and interviews with agencies. Here are the four groups of criteria I used in evaluating the three agencies:

  1. Counseling services

2. Secretarial and research assistance

3. Reputation

4. Costs

BEIT 336: Week 2 – Class 2

Recommendation Report – Facts

Right Access Service Level Sub Par

Although Right Access has the lowest fee, it lacks crisis management, …, and personal computers. Moreover, it is not listed by the National Association … . A comparison of services offered by each of the three agencies is shown in the following table.

BEIT 336: Week 2 – Class 2

Recommendation Report– Table

BEIT 336: Week 2 – Class 2

Recommendation Report – Facts

Career Plus Most Costly among Three

Since Right Access fulfills only one out of the four criteria, the choice is between Gary & Associates and Career Plus. Since they have similar services, the deciding factor is costs.

Career Plus would charge nearly $3,000 more for counseling an manager than would Gary & Associates. In the following table is a side-by-side comparison of the costs of services offered by each of the three agencies.

BEIT 336: Week 2 – Class 2

Recommendation Report– Table

-- End of Report Sample --

BEIT 336: Week 2 – Class 2

Recommendation Report – Recommendation

Gary & Associates Best Choice Among Three Options

Of the three counseling and outplacement agencies, Gary & Associates fulfills all four of our evaluation criteria. It has excellent counseling services, readily available secretarial and research assistance, a national reputation, and reasonable cost. Therefore, I recommend CompuTech hire Gary & Associates as an outplacement agency to counsel discharged employees. Comparisons of the strengths and weaknesses of the three agencies are provided in the following section.

. . .

[end of recommendation report]

BEIT 336: Week 2 – Class 2

Figures & Charts

BEIT 336: Week 2 – Class 2

Graphics for Reports – Figures or Charts

Figures and charts are used to show approximations, trends, or relationships. Appropriate sequence of text and charts is as follows:

Introduction (in the text before the figure)

[Graphics] Figure

Specific discussion (highlight the key points in the text after the figure)

BEIT 336: Week 2 – Class 2

Graphics for Reports– Bar Charts

There are four types of bar charts (pp. 284-288 of textbook)

Simple: to illustrate a single variable

Multiple: to compare multiple variables

Bilateral: to show plus/minus data

Subdivided: to compare proportion changes (versus exact values)

BEIT 336: Week 2 – Class 2

Bar Charts (example)

In 1990, 28% reported doing database for literature searching; by 1994, 54% used computers. The following chart illustrates the rates of use of computer-based tools.

The use of e-mail had shown the most dramatic growth from 1990 to 1994. Another computer-based tool that had become very popular was … .

BEIT 336: Week 2 – Class 2

Graphics– Pie Charts

Pie charts can show proportions effectively

You should limit the maximum number of slices to 4 – 7 (too many slices makes it hard to differentiate the proportions)

Label all the slices and show slice percent

Arrange the slices in descending order so the largest slice begins at 12 o’clock and clockwise from largest to smallest

BEIT 336: Week 2 – Class 2

Pie Charts (example)

In a survey conducted in 1995, over 75% of the county residents above the age of 18 had at least a high school diploma or GED. The education attainment data of Brown county residents in 1995 is shown in the following chart.

BEIT 336: Week 2 – Class 2

1995

High School Graduate High School Dropout Associate Degree Bachelor's Degree Advanced Degree 35 22 20 18 5 High School Graduate High School Dropout Associate Degree Bachelor's Degree Advanced Degree

Graphics – Line Charts

Lines charts show changes over time

They are best for showing fluctuations of prices, sales totals, percent, etc. over several years

You can compare more than one variable (series) by using multiple lines to represent several series

Refer to pp. 290-292 (textbook) for examples

BEIT 336: Week 2 – Class 2

Writing Guidelines – Graphics

Place graphic aids in the text right after the introduction (Textbook p. 273).

Graphics should be small and not a full page in size.

In short reports, use the informal presentation (Study Notes p. 48).

BEIT 336: Week 2 – Class 2

RankSkillPoints

1Listen Effectively367 points

2Write Clear Directions or Instructions169 points

3Give Clear Directions or Instructions122 points

4Give Briefings to Colleagues/Superiors as Individuals112 points

Sheet1

Rank Skill Points
1 Listen Effectively 367 points
2 Write Clear Directions or Instructions 169 points
3 Give Clear Directions or Instructions 122 points
4 Give Briefings to Colleagues/Superiors as Individuals 112 points
5 Write Software Documentation 100 points

Sheet2

Sheet3

Gary &

AssociatesRight AccessCareers Plus

Counseling Service

Resume adviceYesYesYes

Crisis managmenetYesNoYes

Corporate counselingYesNoNo

Secretarial support

Secretarial staffYesYesYes

Personal computersYesNoYes

Listed by National

Association of Career

ConsultantsYesNoYes

ReputationExcellentGood Excellent

A COMPARISON OF SERVICS AND REPUTATIONS FOR THREE

LOCAL OUTPLACEMENT AGENCEIS

T1

A COMPARISON OF SERVICS AND REPUTATIONS FOR THREE LOCAL OUTPLACEMENT AGENCEIS
Gary & Associates Right Access Careers Plus
Counseling Service
Resume advice Yes Yes Yes
Crisis managmenet Yes No Yes
Corporate counseling Yes No No
Secretarial support
Secretarial staff Yes Yes Yes
Personal computers Yes No Yes
Listed by National
Association of Career
Consultants Yes No Yes
Reputation Excellent Good Excellent

T2

Table 2
A COMPARISON OF COSTS FOR THREE AGENCIES
Gary & Associates Right Access Careers Plus
Group programs $1,500 / session, $45/participant $1,000 / session, $40/participant $1,400 / session, $50/participant
Managers at $60,000/year $9,000 $6,000 $11,800
Executive services 15% of previous year's salary 10% of previous year's salary 18% of previous year's salary

Sheet3

Gary & AssociatesRight AccessCareers Plus

Group programs

$1,500 / session,

$45/participant

$1,000 / session,

$40/participant

$1,400 / session,

$50/participant

Managers at

$60,000/year$9,000 $6,000 $11,800

Executive services

15% of previous year's

salary

10% of previous year's

salary

18% of previous year's

salary

A COMPARISON OF COSTS FOR THREE AGENCIES

T1

A COMPARISON OF SERVICS AND REPUTATIONS FOR THREE LOCAL OUTPLACEMENT AGENCEIS
Gary & Associates Right Access Careers Plus
Counseling Service
Resume advice Yes Yes Yes
Crisis managmenet Yes No Yes
Corporate counseling Yes No No
Secretarial support
Secretarial staff Yes Yes Yes
Personal computers Yes No Yes
Listed by National
Association of Career
Consultants Yes No Yes
Reputation Excellent Good Excellent

T2

Table 2
A COMPARISON OF COSTS FOR THREE AGENCIES
Gary & Associates Right Access Careers Plus
Group programs $1,500 / session, $45/participant $1,000 / session, $40/participant $1,400 / session, $50/participant
Managers at $60,000/year $9,000 $6,000 $11,800
Executive services 15% of previous year's salary 10% of previous year's salary 18% of previous year's salary

Sheet3

0

20

40

60

80

100

120

Word

processing

Home microNet accessDatabase

search

e-mail

1990

1994

Chart1

Word processing Word processing
Home micro Home micro
Net access Net access
Database search Database search
e-mail e-mail
1990
1994
94
98
78
89
49
80
29
55
18
60

Sheet1

Rank Skill Points
1 Listen Effectively 367 points
2 Write Clear Directions or Instructions 169 points
3 Give Clear Directions or Instructions 122 points
4 Give Briefings to Colleagues/Superiors as Individuals 112 points
5 Write Software Documentation 100 points

Sheet2

Word processing Home micro Net access Database search e-mail
1990 94 78 49 29 18
1994 98 89 80 55 60

Sheet2

1990
1994

Sheet3