Managerial Report Example

TO:Professor

FROM:Student

DATE:January 17, 2012

SUBJECT:Case Problem Title

Problem Statement

This section will summarize the business problem. Write the statement of the business problem in your own words.

Quantitative Results

The “quantitative results” from the quantitative analysis are presented here--the answers to the questionsfor the case problem.

You must describe the data in sentences. A table of data to summarize the select set of numbers is informative, but it is not sufficient. A well-written summary will allow the user to easily digest the information. This is the place to point out interesting insights, facts, and relationships.

Conclusion

This section summarizes the previous sections. No new material is presented in the conclusion section.

______

Notes:

Managerial reports are an important part of the class and a useful tool for the practical task of communicating with others the results of quantitative analysis.

The purpose of the managerial report is to provideclear and concise answers to the questions pertaining to the case problem.

The managerial report is a stand alone report and the reader must be able to read and understand the managerial report without referring to the data set and/or the quantitative output.

Do not copy and paste any item from the data file into the managerial report.
Do not copy and paste any item from the quantitative output into the managerial report.
There is to be no collaboration of any kind on the case problems. You must create your own quantitative output and write your own managerial report.

Your managerial report should be a maximum of 2 pages.

CHECKLIST FOR WRITING BUSINESS REPORTS

FORMAT

  • Use memo format
  • TO:Professor
  • FROM:Student
  • DATE:January 17, 2012
  • SUBJECT:Specific description of contents
  • Use 12 point Times New Roman font
  • Single space the text
  • Double-space between paragraphs and headings
  • Use 1” margins on all sides of the page
  • Use left justification of text
  • Use headings for major sections
  • When using more than one page, incorporate page numbers

STYLE

  • Call attention to significant information by setting it off visually with bullets, lists or indentation
  • Include visual aids to emphasize and clarify the text
  • Use an informal style
  • Give each paragraph a topic sentence
  • Link paragraphs by using transitional words and phrases
  • Strive for readability by using short sentences, concrete words, and appropriate terminology
  • Be accurate, thorough, and impartial in presenting the material
  • Document for all material quoted or paraphrased from secondary sources using footnotes

OPENING AND ENDING

  • Use the subject line of the memo form and the first sentence or two of the text as the introduction
  • Summarize points in the same order in which they appear in the report
  • Be certain that conclusions and recommendations follow logically from facts presented in the text
  • Consider using a list format for emphasis
  • Avoid introducing new material in the summary, conclusions, or recommendations

 Adapted from MKT2040 Text, Excellence in Business Communication 5e., BoveeThill