Original price was: $159.00.Current price is: $119.00.

How to write a report that people read and leads to a “Yes”- guidelines, rules, and E-templates to get your report over the line

Sale! How to write a report that people read and leads to a “Yes”- guidelines, rules, and E-templates to get your report over the line USD $159.00 USD $119.00 This unique implementation toolkit comprise my latest thinking on the subject matter. The toolkit contains 80 pages designed to help readers implement best practice reporting. This toolkit covers…

Description

This toolkit (110 page PDF whitepaper and etemplates) is for all managers who, from time to time, need to prepare a report. It contains guidelines, rules, and E-templates to get your report over the line.  Enhancing your career and your job satisfaction. There are over 20 E-templates to help you get the rubber on the road.

It is based around the wisdom and better practices of many report writers, consultants and authors I have met.

This PDF whitepaper is updated at the time of purchase by David Parmenter ensuring that it contains his latest thinking.  The e-templates are emailed with the paper.

Reports should be designed to encourage action to take place, on a timely basis, in the right direction. They need to be:

Timely Be a combination of daily/weekly/monthly reporting
Be prompt – within 3 working days is better practice from month-end, next day for daily reports
Structured Be planned so they are structured with the reader’s decision in mind (especially written reports).
Utilise business writing best practice such as the guidelines in Mary Munter’s “Guide to Managerial Communication”.[i]
Avoid unnecessary detail Report meaningful numbers. Is it necessary to report Sales of $23,456,327? Surely $23.5 million is much easier to read and relate to.
Best practice graphics Follow the guidelines of Stephen Few, an expert on data visualization.
Contain a ‘Florence Nightingale graphic’ to wow them and to live on past the life of the report.
Consistent, concise and error free Have consistent formatting and  judgement calls.
Be presented in a true and fair view
Be concise – be a merging of numbers, graphs and comments on the one page where possible
Be free of inconsistent numbers within the report, spelling, grammar and punctuation errors.

[i] Mary Munter, Guide to Managerial Communication: Effective Business Writing and Speaking

Why you need this toolkit:

  • You haven’t received any formal training on report writing and do not the time to disseminate all the  better practices – I have spent the last 25 years doing this for you…
  • Easy to use templates – which can be in use immediately
  • Expose yourself to the latest thinking on report structure, research, selling change, the quality assurance processes that make it look good
  • Be introduced to Stephen Few’s brilliant work on graphics and dashboard design – the leading thought leaders on data visualization
  • Blow the CEO and the Board away with great report formats that are clear to the point and easy to understand

This toolkit will answer the following questions:

  1. What is the best structure for my report?
  2. What are the good design features of a one-page report?
  3. What are the rules for good graph design?
  4. What should a flash report look like?
  5. How does value stream accounting impact my reporting?
  6. How often should we report against strategy implementation?
  7. What should a board dashboard look like?
  8. What quality assurance steps should we take?

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