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Report Writing

2 Part Course  |  To Develop, improve or simply hone up report writing skills as well as the different styles of reports needed to meet either internal or external and even regulatory needs

Drafting Effectively – Facility Agreements Training Course

A one-day course presented in two half-day live webinars

Video Overview

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and meet your trainer.

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  • Redcliffe has been established for over 20 years and we are proud of our first-class reputation for delivering excellent training.
  • Your course director is not academic teaching from a textbook. He is a hands-on practitioner with years of report writing experience - both good and sometimes not so good.  He will bring this vocational experience into the process to bring the learning points alive and make them more relevant
  • We recognise that some delegates find report writing more challenging than others so we break the process into easy to follow stages. We review each stage as we complete it and brainstorm any areas where our efforts could be improved.
  • Active participation is encouraged and all delegates will get the opportunity to practice report writing in a non-threatening environment where having fun as well as learning new skills is a pre-requisite. Redcliffe is pleased to have been appointed as Master Trainers to two of the worlds biggest banks so we are always at the cutting edge of reporting requirements in practice. We well aware of the main challenges and difficulties and we tackle these very early on.
  • The workshop contains several highly interactive and very enjoyable case studies to enhance the learning points. All delegates report that these are a high point.
  • We are always judged by our results which speak for themselves and the feedback received from previous delegates has always been excellent.

  • To develop, improve or simply hone up report writing skills as required
  • To empower delegates to “hit the ground running” on report writing when they return to their normal work roles.
  • We will practice completing several aspects of a report as well as the different styles of report needed to meet either internal or external and even regulatory needs.
  • We will empower delegates with the confidence that they already are competent report writers, what is now needed is practice.
  • We focus on helping delegates how  to write a sharp business report ( e.g. commercial, financial) for either internal or external recipients (know your audience)
  • We emphasise the importance of the executive summary
  • You will learn a short cut to begin writing reports, thereby avoiding writer's block
  • Be able to identify and justify the key conclusions/ recommendations
  • Understand that a concise and clearly written report is often is the most effective
  • Be able to recognise what can be removed or left out including unnecessary detail which probably should be moved to an Appendix
  • To apply common sense and logic in order to convey what is important, explaining why it is important and what the report reader needs to do and when.
  • Remember at all times to ask the “so what” question to avoid too much information and/or detail.

Part 1

Introduction to Business Reporting

  • What are the key goals
  • What does a report achieve
  • Adding value to the business
  • Making the business more effective
  • Reporting outcomes
  • Getting things done
  • Recommending changes
  • Suggesting courses of action
  • Ice Breaker Compile a report based on a request your imaginary boss based on some specific data. Can you reach any conclusions? 

Your Objectives & the Recipient’s Objectives

  • Focus on the recipient
  • What is their style, experience, purpose and expectation
  • What is the report’s objective
  • What is the recipients’ knowledge, intentions, seniority
  • What is the report meant to achieve
  • Are there any sensitivities
  • What is expected of you as the writer
  • Case Study/Practical Example: Using a specimen example you must decide what must be covered and what can be left out of the main body of the report

The Report Writing Process

  • Managing the process, collecting data, establishing the facts
  • Planning – set realistic and attainable timetables
  • Preparing the structure
  • Brainstorming with others
  • Testing your report – read it “cold”
  • Enlist a second and honest reader
  • Drafting - Don’t over-elaborate or over-edit
  • Revising – is it too wordy.
  • Case Study/Practical Example- Looking at some real examples of an executive summary and deciding what changes would improve it

The Report Template

  • Commence with - objectives, scope, statement of problem or remit
  • Executive Summary
  • Report Body
  • Conclusions
  • Recommendations
  • Supporting papers
  • What order is best for the above
  • Case Study/Practical Example: You are given a brief section of a report to edit. Can you improve it by doing so?

Part 2

Writing the Report

  • The Report Paradox
  • State the objectives
  • Reader-focused structure and style
  • Effective conclusions
  • Recommending solutions
  • Overcoming “writers’ block”
  • Annexes, Appendices, Glossary of Terms etc.
  • Looking at a sample report and considering the options study/Practical Example

The Executive Summary

  • What is expected
  • What level of detail
  • Good summaries
  • Poor summaries
  • Best practice recommendations
  • Case Study/Practical Example: Compare our own summaries with examples from industry and commerce

Writing Effectively

  • The structure of persuasion
  • How are decisions made; time, recognition, single issues, sensitivities
  • Establishing credibility; using credible data, your qualifications, the goals of the business
  • Overcoming potential sticking points
  • Saying what you mean but avoiding too much frankness
  • An example which is not very effective. How would you improve it?

Policy & Procedure Writing

  • Overview
  • How do these differ from other reports
  • Are they mandatory or advisory – if there is a mix, is this clear
  • Defining the scope
  • Who is going to use it
  • What is the document meant to achieve
  • Definitions
  • Principles
  • Is it user-friendly
  • Is it indexed effectively
  • Do’s & Don’t’s examples

Common Pitfalls

  • The review process
  • Grammar and punctuation, spelling & typos
  • Proofreading & checking techniques
  • Fused and fragmentary sentences
  • Commonly misused words and phrases
  • Irritating buzz words
  • An example of a report that misses the target as well as an amended version that doesn’t. what are your views and do you agree?

The trainer had a highly successful, long and varied “fast track” career in Lloyds Bank which led him to a very senior management position in the bank’s private banking and wealth management division at an early age. He was then “head hunted” to join a merchant bank at main board director level. He now has over 40 years’ experience in the UK banking and financial services sector. A key feature of his duties during both these careers was to deliver first class reports and to train others to do so. The range of reports included compliance, risk, credit, project finance appraisals and board submissions.

The trainer has been a freelance report writing training consultant since retiring and is currently an external Master Trainer at both HSBC and Bank of China where in addition to report writing, he has delivered major projects on a wide range of topics. He is an accomplished global trainer and has delivered extensive programmes in the UK, USA, South America, Europe, Africa, Asia and the Middle East.

He is a highly adaptive, hands-on and highly sought after private banking and wealth management facilitator who always receives excellent feedback from delegates. He is comfortable training at any level of seniority and experience, from “black belts” to novices. In addition to his report writing specialism, his expertise includes but is not limited to Risk Management, Trade Finance, Regulatory Compliance, FCC & AML and all aspects of Corporate, Private & Retail Banking. He is also a highly experienced soft skills trainer and has completed numerous “train the trainer” assignments.

Report writing is one of those essential skills that look easy until you try to create one for the first time. We know what we want to say but how do we say it concisely and how do we extract an executive summary, recommendations and conclusions if we still can’t decide where to start? This course deals with these issues from the very outset and provides useful and effective suggestions for overcoming these initial barriers.

There is no doubt that report writing is both an essential skill and an invaluable communication tool for both the individual and the business. But it takes practice to become good at report writing and it helps enormously if you understand what really matters and what matters less for both the individual and the business that employs them, the ability to create succinct, cogent and effective reports is extremely important and is a pre-requisite skill for all levels of management and supervision.

This Report Writing course will take delegates through the process of report writing and will concentrate on the key skills needed to create effective business reports as quickly as circumstances dictate. We will write a report in stages as we proceed through the various sub-topics. We will highlight examples of good practice as well as poor practice and will concentrate on the key requirements for any business report; namely a strategic overview, an executive summary, a list of recommendations and/or a set of conclusions together with enough detail – but not too much – to support the recommended outcome.

  • I will definitely follow the ES guidelines in the future.
  • I will be primarily guided by the guidelines regarding the structure of the report, as well as who the report is intended for.
  • Really helpful in report writing techniques, intuitive exercises and thought provoking questions.
Number of places:
Part 1
Number of places:
Part 2

£595.00

Per participant per part
Discounts available for multiple place booking find out more
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