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analytical report

Instructions 14
Overview

The course project consists of an analytical report that you will work on throughout the semester. You will write a formal written report to your client in which you present your research goals, findings, conclusions, and recommendations.

Audience and Purpose
The primary audience for the analytical report is your client, although there may also be other primary, secondary, and (possibly) additional audiences. The objectives of this report are as follows:
• present to your client a balanced consideration of your findings, analysis, and conclusions about potential solutions
• based on your conclusions, offer recommendations to your client to help your client choose a course of action and meet the needs of other primary, secondary, and (possibly) additional audiences
• persuade your client to make decisions consistent with your recommendations
You will also demonstrate that you have learned key business communication skills and are able to
• analyze the needs of a client to determine appropriate report-writing strategies;
• use interviewing and other research strategies to explore potential solutions to address a client’s needs;
• apply the conventions of an analytical report to organize and present your research methods, findings, analyses, and recommendations;
• develop the front and back matter sections that are appropriate for a formal report;
• effectively organize a report narrative with a logical flow, clearly focused paragraphs, supporting sentences, and transitional devices;
• integrate graphics or tables to help readers process information you are presenting;
• choose effective design strategies that emphasize key information and clarify the structure of the document;
• apply writing style strategies that provide clarity and conciseness.
Report Components
Your report submission should include the following elements:
• Title page
• Table of contents
• List of figures and tables (use at least one visual element, such as a graph or table)
• Executive summary
• Introduction that includes a Problem statement, Scope of the project and report
• Background methodology (what you did to uncover information, including why you selected the methods you used)
• Definitions (if needed by the audience)
• Limitations (if needed)
• Overview of report organization
• Findings (the facts, data, and information you collected)
• Conclusions (with your analysis and explanation of the findings)
• Recommendations (the steps you are recommending your client take based on the findings and conclusions section). Remember that a recommendation that no action be taken is perfectly valid.
• Appendices (Include your interview questions in an appendix, as well as any other supporting information that you refer to in the report.)
The suggested length of the analytical report is 5–10 pages (2,500–4,000 words).
You may order these elements differently than is ordered above, but it is critical that you include all elements.
Evaluation Criteria
Content (25%)
• The report includes descriptive front matter, including report cover, title page, executive summary of key aspects of the full report, and a table of contents.
• The introduction clearly defines the problem and its importance to the client and previews the contents of the full report.
• The report provides enough information and analysis for the audience to make an informed decision.
• The report describes the key findings and analyzes what they mean to the client.
• The report provides recommendations that clearly flow from its conclusions, helping the client know what to do next, based on those conclusions.
• The report includes appendices that provide the interview questions and other relevant documents. All the items in the appendices are referred to in the body of the report.

Organization (25%)
• The information is chunked for the reader and organized in a logical flow.
• There are clear transitions from sentence to sentence and paragraph to paragraph to create a cohesive whole.
• The organizational approach is appropriate for the needs of the intended audience.
Design (25%)
• The design effectively applies font style and size, margins, and other formatting to create an easily readable (scannable) document.
• The design uses principles of balance, alignment, grouping, consistency, and contrast.
• The design clarifies the structure of the document by using consistent headings and subheadings.
• The report uses a well-designed figure (such as a table or chart) to help present key information.
• The graphics have clear and informative titles. The key components of each graphic (the x- and y-axis, the parts of a pie chart, etc.) are clearly labeled.
• The text and graphics work together—the text clearly references each visual element and explains its meaning.
Expression (25%)
• The writing is clear and concise.
• The style and tone are appropriate for the audience.
• The report uses correct grammar, punctuation, and word choices.

 

 
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