In this lecture you will learn:
– Typical Writing Situations
– The Readers’ Concern with the Future
– The Questions Readers Most Often Ask
– Superstructure for Progress Reports
• Introduction
• Facts and Discussion
– Answering Your Readers’ Questions
– Providing the Appropriate Amount of Information
…continued
In this lecture you will learn:
– Organizing the Discussion
– Emphasizing Important Findings and Problems
• Conclusions
• Recommendations
• A Note on the Location of Conclusions and
Recommendations
– Tone in Progress Reports
– Sample Outlines
– Planning Guide
– Sample Progress Report
Typical Writing Situations:
• Progress reports are prepared in two types of
situations.
• In the first, you tell your readers about your progress
on one
particularproject.
• As a geologist employed by an engineering
consulting firm, Lee must do this.
• His employer has assigned him to study the site that a
large city would like to use for a civic center and
large office building.
…continued
Typical Writing Situations:
• The city is worried that the site might not be
geologically suited for such construction.
• Every two weeks, Lee must submit a progress
report to his supervisor and to the city
engineer.
• Lee’s supervisor uses the progress report to be
sure that Lee is conducting the study in a rapid
and technically sound manner.
…continued
Typical Writing Situations:
• The city engineer uses the report to see that
Lee’s study is proceeding according to the
tight schedule planned for it.
• She also uses it to look for preliminary
indications about the likely outcome of the
study.
• Other work could be speeded up or halted as a
result of these preliminary findings.
Typical Writing Situations:
• In the second type of situation, you prepare
progress reports that tell about your work on
all your
projects.
• Many employers require their workers to
report on their activities at regular intervals all
year round, year in and year out.
• Jacqueline is a person who must write such
progress reports (often called periodic reports).
…continued
Typical Writing Situations:
• She works in the research division of a large
manufacturer of consumer products, where she
manages a department that is responsible for
improving the formulas for the company’s laundry
detergents— making them clean and smell better,
making them less expensive to manufacture, and
making them safer for the environment.
• At any one time, Jacqueline’s staff is working on
between ten and twenty different projects.
Typical Writing Situations:
• As part of her regular responsibilities, Jacqueline
must write a report every two weeks to summarize the
progress on each of the projects.
• These reports have many readers, including the
following people: her immediate superiors, who want to be
sure that her department’s work
is proceeding
satisfactorily;
discoveries they can use in the products they are
responsible for (for example, dishwashing detergents);
…continued
Typical Writing Situations:
and corporate planners, who want to anticipate
changer in formulas that will require alternations in
production lines, advertising, and so on.
• As the examples of Lee and Jacqueline indicate,
progress reports can vary from one another in many
ways:
they may cover one project or many; they may be
addressed to people inside the writer’s organization
or outside it;
…continued
Typical Writing Situations:
• And they may be used by people with a variety
of reasons for reading them, such as learning
things they need to know to manage and to
make decisions.
The Readers’ Concern with the Future:
• Despite their diversity, however, almost all
progress reports have this in common: their
readers are primarily concerned with the
Jacqueline
future.
• That is, even though most progress reports talk
primarily about what has happened in the past,
their readers usually want that information so
that they can plan for and act in the future.
The Readers’ Concern with the Future:
• Why? Consider the responsibilities that your readers
will be fulfilling by reading your progress reports.
• From your report, they may be trying to learn the
things they need to know to manage
your
project.
• They will want to know, for instance, what they
should do (if anything) to keep your project going
smoothly or to get it back on tract.
• The reports written by Lee and Jacqueline are used
for this purpose by some of their readers.
The Readers’ Concern with the Future:
• From your report, some people may also be
trying to learn things they need to know to
manage other projects.
• This is because almost all projects in an
organization are interdependent with other
projects.
• For example, other people and departments
may need the results of your project as they
work on their own projects.
The Readers’ Concern with the Future:
• Maybe you are conducting a marketing survey
whose results they need so that they can design
an advertising campaign, or maybe your
company can install other equipment.
• If your project is going to be late, the
schedules of those projects will have to be
adjusted accordingly.
…continued
The Readers’ Concern with the Future:
• Similarly, if your project costs more than
expected, money and resources will have to be
taken away from other activities to
compensate.
• Because of interdependencies like these, your
readers need information about the past
accomplishments and problems in your project
so that they can make plans for the future.
The Readers’ Concern with the Future:
• Similarly, your readers will often be interested
in learning the preliminary results of your
work.
• Suppose, for instance, that you complete one
part of a research project before you complete
the others.
• Your audience may very well be able to use
the result of that part immediately.
…continued
The Readers’ Concern with the Future:
• The city engineer who reads Lee’s reports
about the possible building site is especially
interested in making this use of the
information Lee provides.
The Questions Readers
Ask Most Often
• The readers’ concern with the implications of
your progress for their future work and
decisions leads them to want you to answer the
following questions in your progress reports.
• If your report describes more than one project,
your readers will ask these questions about
each of them.
…continued
The Questions Readers
Ask Most Often
• What work
does your report cover?
To be able to
understand anything else in a progress report, readers
must know what project or projects and what time
period the report covers.
• What is
the purpose of the work?
Readers need to
know the purpose of your work to see how your work
relates to their responsibilities and to the other work,
present and future, of the organization.
…continued
The Questions Readers
Ask Most Often
• Is your
work progressing as planned or
expected?
Your readers will want to determine if
adjustments are needed in the schedule,
budget, or number of people assigned to the
project or projects you are working on.
…continued
The Questions Readers
Ask Most Often
• What
results did you produce?
The results you produce in one
reporting period may influence the shape of
work in future periods. Also, even when you
are still in the midst of a project, readers will
want to know about any results they can use in
other projects now, before you finish your
overall work.
…continued
The Questions Readers
Ask Most Often
• What
progress do you expect during the next
reporting period?
Again, your readers’ interests will focus on such
management concerns as schedule and budget and on
the kinds of results they can expect.
• How do
things stand overall?
This question arises especially in long reports.
…continued
The Questions Readers
Ask Most Often
Readers want to know what the overall status of your
work is, something they may not be able to tell
readily from all the details you provide.
þ What do
you think we should do?
If you are experiencing or expecting
problems, your readers will want your
recommendations about what should be done. If you
have other ideas about how the project could be
improved, they too will probably be welcomed.
Superstructure for Progress Reports:
• To answer your readers’ questions, you can use the
conventional superstructure for writing progress
reports, which has the following elements:
1. introduction,
2. facts and
3. discussion,
4. conclusions, and
5. recommendations.
Superstructure for Progress Reports:
INTRODUCTION
• In the introduction to a progress report, you should
answer the following two questions:
1. “What work does your report cover?”
2. “What is the purpose of the work?”
…continued
Superstructure for Progress Reports:
• You can usually answer the question,
“What work does your report cover?”
by opening with a sentence that tells what
project or projects your report concerns and
what time period it covers.
…continued
Superstructure for Progress Reports:
• Sometimes you will not need to answer the second
question
“What is the purpose of the work?”
because all your readers will already be quite familiar
with your work’s purpose.
• At other times, however, it will be crucial for you to
tell your work’s purpose because your
readers will
include people who don’t know or may have forgotten it.
…continued
Superstructure for Progress Reports:
• You are especially like to have such readers
when your written report will be widely
circulated in your own organization or when
you are writing to another organization that
has hired your employer to do the work you
describe.
• You can usually explain purpose most
helpfully by describing the problem that your
project will help your readers solve.
Superstructure for Progress Reports:
The following sentences show how one manager answered the
readers’ first two questions:
This report covers the work done on the
Focus Project from July 1 through September
1. Sponsored by the U.S. Department of
Energy, the aim of the Focus Project is to
overcome the technical difficulties
encountered in manufacturing photovoltaic
cells that can be used to generate
commercial amounts of electricity.
Project and Period
Covered Purpose of Project
Facts and Discussion:
• In the discussion section of your progress
report, you should answer questions from your
readers:
• “Is your work progressing as planned
or expected?”
• “What results did you produce?” and,
• “what progress do you expect during
the next reporting period?”
Answering your Readers’ Questions
• In many situations, the work for each reporting
period is planned in advance.
• In such cases you can easily tell about your
progress by comparing what happened with
what was planned.
• Where there are significant discrepancies
between the two, your readers will want to
know why.
…continued
Answering your Readers’ Questions:
• The information you provide about the causes
of problems will help your readers decide how
to remedy them.
• It will also help you explain any
recommendations you make later in your
report.
Answering your Readers’ Questions:
• When you are discussing preliminary results that your
readers might user, be sure to explain them in terms
that allow your readers to see their significance.
• In research projects, preliminary results are often
tentative. If this is case for you, let your readers know
how certain —or uncertain —the results are.
• This information will help your readers decide how to
use the results.
Providing the Appropriate
Amount of Information
• When preparing progress reports, people often
wonder how much information they should include. Generally,
progress reports are brief
because readers
want them that way.
• While you need to provide your readers with specific
information about your work, don’t include details except
when the details will help your
readers decide
how to manage your project or when you believe that your
readers can make some
immediate use of them.
…continued
Providing the Appropriate
Amount of Information
• In many projects, you will learn lots of little
things and you will have lots of little setbacks
and triumphs along the way.
• Avoid talking about these matters. No matter
how interesting they may be to you, they are
not likely to be interesting to your readers.
• Stick to the information your readers can use.
Organizing the Discussion:
• You can organize your discussion section in
many ways. One is to arrange your material
around time periods:
1. What happened during the most recent
time period?
2. What’s expected to happen during the
next time period?
Organizing the Discussion:
• You will find that this organization is
especially well-suited for reports in which you
discuss a single project that has distinct and
separate stages, so that you work on only one
task at a time.
• However, you can also expand this structure
for reports that cover either several projects or
one project in which several tasks are
performed simultaneously:
Organizing the Discussion:
• What happened during the most recent time
period?
• Project A (or Task A)
• Project B
• What’s expected to happen during the next time
period?
• Project A
• Project B
…continued
Organizing the Discussion
• When, you prepare reports that cover more than
one project or more than one task, you might also
consider organizing around those projects or tasks:
– Work on Project A (or Task A)
– What happened during the last time period?
…continued
Organizing the Discussion
• What’s expected to happen during the next time
period?
– Work on Project B
– What happened during the last time period?
– What’s expected to happen during the next time period?
• This organization works very well in reports that are
more than a few paragraphs long because it keeps all
the information on each project together, making the
report easy for readers to follow.
Emphasizing Important
Findings and Problems
• As mentioned, your findings and problems are
important to your readers.
• Your findings are important because they may
involve information that can be used right
away by others.
• The problems you encounter are important
because they may require your readers to
change their plans.
…continued
Emphasizing Important:
Findings and Problems
• Because your findings and problems can be so
important to your readers, be sure that you
devote enough discussion to them to satisfy
your readers’ needs and desires for
information.
• Also, place these devices so that they are easy
to find.
Conclusions:
• Your conclusions are your overall views on the
progress of your work.
• In short progress reports, there may be no need
to include them, but if your report covers many
projects or tasks, a conclusion may help your
readers understand the general state of our
progress.
Recommendations:
• If you have any ideas about how to improve
the project or increase the value of its results,
your readers will probably want you to include
them.
• Your recommendations might be directed are
overcoming in the future.
• Or they might be directed at refocusing or
otherwise altering the period.
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