Chapter 13: Completing Reports and Proposals – Flashcards
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The four tasks involved in completing business reports and proposals include all of the following except
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Illustrating
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The revision process for business reports is essentially the same as it is for other messages, except that it
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may take considerably more time
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The prefatory parts of a report should
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help readers decide whether and how they need to read the report
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Which of the following is not included in the prefatory parts of a formal report?
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Introduction
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What would be the most concise and compelling title for a formal report analyzing your company's proposed acquisition of Freedman's Nuts & Bolts?
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"The Pros and Cons of Acquiring Freedman Fasteners"
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You should include a title fly with business reports when you want to
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add a touch of formality to the report
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A letter of _______ is a specialized cover letter that introduces your report to the audience.
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transmittal
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The letter of transmittal
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may follow the direct or indirect plan
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The letter of transmittal should
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do all of the above
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For printed reports, the letter of transmittal is most often positioned
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right before the table of contents
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One of the headings in your report is, "Unexpected Price Increases." In the table of contents, the heading should
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be worded exactly the same way
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In a complex formal report, it is often helpful to include
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two tables of contents: a high-level table that shows only major headings, followed by a detailed table that includes all headings and subheadings
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To help ensure accuracy, the table of contents for a formal report should be prepared
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after the report is complete, thoroughly edited, and proofed
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If you will create a PDF file of a business report for electronic distribution, each entry in the table of contents should be
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a clickable link that takes readers to the appropriate place in the report
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The synopsis of a formal report is
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a concise overview of the report's most important points
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The synopsis of a formal report may also be called a(n)
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abstract
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The primary difference between an informative synopsis and a descriptive synopsis is
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the informative synopsis is more detailed
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An executive summary
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gives a fully developed "mini" version of the report
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An executive summary
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may contain headings and visual aids
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You've prepared a 7-page report for a local government official outlining the potential for your company's involvement with downtown revitalization. In this short report it would be reasonable to
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do any of the above
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The best way to decide what to include in an introduction is to
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figure out what kinds of information will most help your readers follow and comprehend the report
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Which of the following is not a typical function of the introduction to a report?
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Documenting sources
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You're preparing a report on how to reduce network problems at your company's home office. Since the report is organized in the direct approach, the close should
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be relatively brief
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In a proposal designed to persuade clients to order surge protection equipment from your company, the close should
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describe the action(s) you would like readers to take
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Which of the following is the best heading for the close of a formal report?
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Summary
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the authors of an informational report have referred to a multitude of data on the spending habits of 18- to 25-year-old Americans. They want to provide readers with access to this information, but realize it's too lengthy to include in the body of the report. Where should they place it?
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In an appendix
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Materials in an appendix are not incorporated into the text because
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they are too long, or not relevant to everyone in the audience
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Placing detailed supporting materials online instead of in a traditional appendix
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can make it much more convenient for readers to access
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All appendixes should be
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mentioned in the text of the report and listed in the table of contents
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The list of secondary sources at the end of a report is labeled "Works Cited" when it contains
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only those secondary works that were mentioned in the report
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The list of secondary sources at the end of a report can be labeled "References" when
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you include works consulted but not mentioned in your report
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You've used information from several websites to support your argument in a formal report. You should
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clearly document the sources in the report
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An index
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may include the names of important persons mentioned In your report
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Proposals addressed to potential customers and investors
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are nearly always formal
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Unlike reports, most proposals
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contain few supplementary parts
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The prefatory parts of a formal proposal may include
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a copy of the RFP
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An RFP usually includes
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detailed instructions on referring to the RFP itself in your proposal
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In a formal proposal, a synopsis or executive summary may be
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unnecessary
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You're sending an unsolicited proposal to a local restaurant in an effort to become its primary food vendor. The letter of transmittal to accompany the proposal should follow the format for
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persuasive messages
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The text of a proposal
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consists of the introduction, body, and close
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The body of a proposal should
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explain the complete details of the solution
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Urging readers to act in the close of a proposal
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is an effective and reasonable strategy
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One important step in proofreading formal reports and proposals is to
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proof your visuals thoroughly and make sure they are positioned correctly
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Proofreading reports is different from proofreading other kinds of business messages in that
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reports often have elements that aren't included in other business messages
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An ideal approach to proofreading a formal report or proposal is to
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have two people review it----one who is an expert on the topic and one who is not
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Using FedEx or UPS to deliver a formal report or proposal
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allows you to track the report and ensure that it is delivered on time
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For electronic distribution of reports and proposals, you should
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always send documents as PDF files, unless the audience requests otherwise
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Sending reports and proposals as PDF files
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reduces the likelihood of inadvertently spreading macro viruses and other contaminations
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Distributing reports and proposals via a web-based content management system, intranet, or extranet
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requires verifying that your document displays correctly after you have uploaded it
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Three weeks ago you sent a proposal to a client who had asked for information on upgrading his company's security system. You've heard nothing in response. You should
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inquire politely as to whether the report arrived or offer to answer any questions regarding its subject