GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva...

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GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas

Transcript of GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva...

Page 1: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

GROUP EChapter 22Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas

Page 2: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

MICHAEL DURLINGBasic Features of Activity Reports

Page 3: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

BASIC FEATURES OF ACTIVITY REPORTS

Common Components: IntroductionSummary of activitiesResults of activities or researchFuture activities or research Incurred or future expensesGraphicsConclusion

Format not concrete; can/should be modified to suit needs of report

Page 4: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

PRIMARY GOAL OF ACTIVITY REPORTS

To inform intended audience about:What happenedWhat is currently occurringWhat will occur in the future

Page 5: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

DIFFERENT TYPES OF ACTIVITY REPORTS

Progress Reports Briefings and White

Papers Incident Reports Laboratory Reports

Page 6: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

PROGRESS REPORTS

Also called status reports Purpose: to inform superiors or peers about

progress or status of a project Frequency: at regular intervals, ideally

weekly, biweekly, or monthly Common components:

Summary of finished activitiesDiscussion of current activitiesForecast of future activities

Page 7: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

PROGRESS REPORT TEMPLATEVisual Example

Page 8: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

BRIEFINGS AND WHITE PAPERS

Purpose: to inform management or clients about an important issueBriefings:

provided verballyWhite Papers:

provided in print

Both include:Summary of the

factsDiscussion of the

importance of the facts

Forecast about the future

•Should be straightforward and objective•Do not select a side or course of action

Page 9: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

INCIDENT REPORTS

Description of event, usually an accident or unfortunate occurrence

Present facts objectively Answers the following questions:

What occurred?Why did it occur?How was the situation handled?How will problem be avoided in the future?

Example

Page 10: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

LABORATORY REPORTS

Purpose: to describe experiments, tests, or inspections

Should include:Summary of experiment (methods)Presentation of resultsDiscussion of results

Page 11: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

SARA MCKINLEYDetermining the Rhetorical Situation of an Activity Report

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PLANNING AND RESEARCHING ACTIVITY REPORTS

Minimal planning and research

Keep activity journal/work logLotus Notes, Microsoft

Outlook, or PDAsKeeps you on taskSaves time

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ANALYZING THE RHETORICAL SITUATION

Begin by asking:Who?What?Where?When?Why?How?

Page 14: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

ANALYZING THE RHETORICAL SITUATION

Think about the rhetorical situation to outline the activity reportSubject

Recent activitiesNeed-to-know information

PurposeWhat happened and what will happen

State purpose directly in the introduction

Use action verbs

Page 15: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

ANALYZING THE RHETORICAL SITUATION

Think about the rhetorical situation to outline the activity reportReaders

Supervisors, clients, testimonyCompose report to suit every readers needs

Context of UseStatements should reflect actions and results

Needs to be accurate

Page 16: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

RUBEN BELTRANDELRIOOrganizing and Drafting Activity Reports

Page 17: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

ORGANIZING AND DRAFTING ACTIVITY REPORTS

Activity reports should be brief, i.e., should not be longer than one page

If you are spending more than one hour developing an activity report, you are spending too much time

Page 18: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

WRITING THE INTRODUCTION

Stick to the facts Jack

A brief framework explaining the facts should be provided to the reader, i.e., concisely define your SUBJECT, PURPOSE, and MAIN POINT

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WRITING THE BODY

Should include a “Summary of Activities”   Summarize in chronological order the

projects two to five major events since the last report

Be sure to highlight any advances or setbacks since the last activity report

Page 20: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

 WHAT ARE YOUR RESULTS?

List two to five significant results or outcomes of the project since the last report

Future activities or research

Tell the reader what you plan to do during the next work cycle

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EXPENSES

You should be able to state the costs incurred over the previous week or month and if these costs are deviating from the projects budget

Page 22: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

WRITING THE CONCLUSION

Again, be as brief as possible

Restate the main point

Restate the purpose Restate your outlook

for the project’s future

Page 23: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

EVA OLIVASDesigning and Formatting Activity Reports

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WHAT ARE ACTIVITY REPORTS?

“Activity reports are used to objectively present ideas or information within a company”.

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EXAMPLE OF AN ACTIVITY REPORT

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DIFFERENT KINDS OF ACTIVITY REPORTS

Progress Reports: Informs

management about the progress or status of a project

Briefings and White Papers Informs

management or clients about an important issue

Incident ReportsDescribe an

event, or accident, and identify what corrective actions have been taken

Laboratory ReportsDescribe

experiments, tests, or inspections

Page 27: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

HOW MIGHT THEY BE USED

Electrical Engineer Scientist Chemist Technician

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USING STYLE ACTIVITY REPORTS

Sentences:Subject should be the “doer” of most

sentencesVerb should express the action in most

sentences Paragraphs:

Topic sentence Tone:

No sarcasm or humorProfessional toneNegative information stated candidly with

no apologies

Page 29: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

REMEMBER, ACTIVITY REPORTS ARE MOSTLY INFORMATIVE, NOT OVERLY PERSUASIVESo try to keep them straightforward

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USING DESIGN AND GRAPHICS

Also straightforward Governed by a standard format Company will specify format for activity

reports Visuals should be centered and placed after

being mentioned Label graphic and refer by number in the text Oral presentation

Photos help audience visualizeGraphs show trends in the data

Page 31: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

LISA HAIRSTONThe Importance of Editing and Proofreading Activity Reports.

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PULLING IT ALL TOGETHER

Basic features Determining the

rhetoric Organized and draft Strategy for style Designing and

formatting

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WHY PROOF?

Informal Disposable Discarded Buried

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ETHOS AND ERRORS

Quality of Work Professionalism Dedication Considerate

Respect Management Co-Workers

Team Work Promotions

Reputation Reciprocity

Page 35: GROUP E Chapter 22 Ruben Beltrandelrio, Michael Durling, Lisa Hairston, Sara McKinley and Eva Olivas.

REVISING AND PROOFREADING

Subject Purpose Readers Content

Carefully Spell Check Print Out Send

Electronically Physical

Revising Proofreading

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QUESTIONS?2 minutes per answer.