Writing Reports and Proposals
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 This
course comes with:
 Training
Workbook |
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Instructor
Guide |
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Activities
& Ice Breakers |
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Pre-Assignment |
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PowerPoint
Slides |
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Course
Outline |
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Promotional
Advertorial |
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Recommended
Reading Lists |
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You
also receive:
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Unlimited reprinting rights |
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Unlimited number of users |
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Unlimited rights to customize and modify the course
contents to suit your needs. |
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Questions?
Would you more information on this or any of our soft
skills training courses?
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free
1-800-730-7115. |
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Writing Reports and Proposals
This two-day
workshop is intended to help you prepare professional reports
and proposals. As a manager at any level in business,
government, or industry, you must write reports to explain
things, or to present your research findings. You may also write
proposals to convince others of the value of some course of
action. With the training materials in this course, you can
teach all the necessary skills for formal business writing.
What
participants will learn: At the conclusion of this workshop, you will:
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Learn the basic
techniques for researching and preparing professional
looking reports and proposals
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Identify the key
elements in a formal report or proposal
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Recognize the
key elements you must pay attention to when writing a report
or a proposal
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Identify the
basic methods of presenting information in a report and when
to use each method
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Identify the key
elements of writing persuasive proposals
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Identify the
signposts readers look for in a professional report or
proposal, and know the guidelines for using them correctly
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Develop sound
proofreading and revision checklists
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Learns the
mechanics of footnotes and bibliographies
Workshop
Outline:
Facilitators use
a variety of training methods for each workshop, including
large group discussions, individual work and reflection,
small group discussions and exercises, case studies and
simulations for role play. Videos that are applicable will
form a part of some workshops.
Customization will be based on information provided by the
human resource department or the individual department prior
to the workshop. These will be interactive workshops with a
40/60 split between concept/theory and practical application
of skills discussed. Class size should be kept under 20,
whenever possible, so each participant will have the
opportunity to gain techniques for the types of situations
they deal with or expect to deal with.
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Day 1 |
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Introductions, Learning Objectives and Agenda
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A large group
introduction and a discussion of the types of reports and
proposals the participants do, followed by an
exercise/icebreaker to put people at ease and learn personal
objectives of participants |
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Pre-assignment |
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Discuss general
preparation for workshop and type of report/proposal each
participant will be working with |
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Making
writing clear, complete, concise and correct |
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A large group
discussion of the four characteristics and an individual
exercise that encompasses all four, to be completed,
corrected and discussed |
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Planning your
report |
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Investigation |
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Resources |
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Search
strategies |
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Citing sources |
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Rules of
evidence |
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Group Discussion |
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A large group
discussion of the elements that go into planning a report |
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Planning
sequence |
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Purpose |
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Audience |
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Primary |
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Secondary |
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Format |
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Direct |
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Indirect |
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Evidence |
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Organization |
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Remember
PAFEO |
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Participants are
given a sample report to read. They are to determine the
purpose, possible audience, format, evidence and how it was
organized, if possible. They will have time to discuss their
answers in small groups, before debriefing the exercise |
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Energizer for
the afternoon |
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Main elements
of a report |
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Introduction |
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Body/discussion |
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Conclusion |
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Recommendations |
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Review |
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Participants go
back to sample report and highlight various components in
different highlighter colors |
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Sequencing
information |
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Chronological |
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Order of
importance |
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Problem and
solution |
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Least to most |
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Other |
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Activity |
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Participants
return to their sample report one more time to discover the
order in which information was presented. Large group
discussion about when to use each method |
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Parts of a
Formal Report
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Large group
discussion and then participants are given a second sample
report to identify the various parts of the report |
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Rules for
headings |
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Major heading |
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Sub heading |
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Secondary sub
heading |
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Headings as
signposts |
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Activity |
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Participants
will take part in a discussion and go back to their sample
report. This time they will compare it to a report without
signposts |
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Tables and
graphs |
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Types |
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Points to
remember |
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Discussion and
demonstration of types of graphs |
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Outlining
Your Report |
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Brainstorming |
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Mind mapping |
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Post-it notes |
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Six Thinking
Hats |
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Activity |
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Participants
discuss mind mapping etc. vs. traditional approaches to
outlining, and then practice writing an outline for their
own report, with feedback. |
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Review |
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Day 2 |
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Reconnect and
feedback
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Checklist for
Revision |
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Facts |
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Length |
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Style |
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Organization |
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Writing
Proposals vs. writing reports |
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In a large group
discussion, participants will identify the differences
between a report and a proposal. In small groups, they will
then look at the ten steps to writing a proposal and note
any differences between this type of writing and the report,
paying particular attention to the need to persuade. To help
them in this exercise, they will have a sample report and a
sample proposal |
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The Ten Steps
of Proposal Writing |
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The acid test |
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Discussion |
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A strategy |
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To inform |
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To persuade |
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Steps to
persuade |
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Credibility |
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Expertise |
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Objectivity |
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Group
Discussion |
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Discuss various
ways of informing or persuading others. Complete an exercise
as small groups and debrief |
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Tough
questions |
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As the final
exercise of the afternoon, they will then outline a proposal
they wish to put forward to someone within government, to
bring about desired changes. Proposals will be exchanged for
feedback and debriefing |
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Group
Discussion |
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Discussion of
the types of questions that they may be asked and the types
of responses they can prepare |
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Review
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Personal
Action Plan |
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Evaluation |
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Suggested
Reading List
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