L10 Reports and proposal

"To identify potential markets for our new chocolate chip cookies," is a good statement of purpose for informational reports. Which of the following is a good statement of purpose for analytical reports?

• To provide feedback about the newly installed technical hardware.

• To assess the benefits of investing in the manufacturing sector for the next quarter.

• To update the board of directors on the progress of the River Drive project.

• To submit statutory information to a government agency.

Which of the following reports contains data, facts, and feedback but not analysis or recommendations?

• Informational reports

• Investment proposals

• Due diligence reports

• Funding proposals

Documents that present persuasive recommendations to audiences, often involving investments or purchases are ________.

• position papers

• operating reports

• proposals

• due diligence reports

Analytical reports include reports to assess opportunities, solve problems, and ________.

• document progress

• implement policies

• control proposals

• support decisions

Bill needs to organize information for his report and he has been told to follow the direct approach. Bill should ________.

• present the report's recommendations followed by the conclusions that led to that recommendation at the beginning of the report

• present conclusions but no recommendations in the close of the report

• draw conclusions in the body of the report

• present conclusions but no recommendations in the body of the report

Kathy has just completed primary research for the company's pilot product, "Jovial Jingles." Her manager has asked her to include secondary research information as well. For this, she should include ________.

• information from research conducted using focus groups

• information from research conducted only on specified core customers

• information sourced from magazines, newspapers, public websites, books, and other reports

• information from her review of the primary research

________ involve(s) the collection of new data, through surveys, interviews, and other techniques.

• Primary research

• Secondary research

• Quantitative methodologies

• Open source intelligence

Ruth has to prepare an informational report, highlighting the disadvantages of an older approach and the advantages of a newer approach. The topical organization of her material would involve ________.

• comparison

• category

• similarities

• sequence

Proposals can be of two general categories: ________ proposals.

• investment and sales

• investment and grant

• internal and external

• internal and investment

The most significant factor when planning a proposal depends on whether the proposal is ________

• unsolicited or solicited

• internal or external

• sales or investment

• sales or grant