Report Writing

£495.00 +VAT

This course can also be presented face to face in-house or via live in-house webinar.

Report Writing Course  Objectives:

  • Be able to write a sharp business report ( e.g. commercial, financial) for either internal or external recipients (know your audience)
  • Be able to identify and justify the key conclusions/ recommendations
  • Be able to be concise and clear in language (recognise a shorter report is better than a long one)
  • Be able to recognise that the process and/or analysis does not need to form part of the report (remove unnecessary detail)
  • Be able to apply common sense and logic in order to convey what is important and why (only include what is wanted and needs to be seen)

Report Writing Course Content

Introduction to Business Reporting

  • What are the key goals
  • What does a report achieve
  • Adding value to the business
  • Making the business more effective
  • Enhancing communication
  • Reporting outcomes
  • Getting things done
  • Recommending changes
  • Suggesting courses of action

Case Study/Practical Example 

Your Objectives & The Recipient’s Objectives

  • Focus on the recipient
  • What is their, style, experience, purpose and expectation
  • What is the reports 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 

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 

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

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

Case Study/Practical Example

The Executive Summary

  • What is expected
  • What level of detail
  • Good summaries
  • Poor summaries
  • Best practice recommendations

Case Study/Practical Example

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 to much frankness

Role play/case study 

Common Pitfalls

  • The review process
  • Grammar and punctuation, spelling & typo’s
  • Proofreading & checking techniques
  • Fused and fragmentary sentences
  • Commonly misused words and phrases
  • Irritating buzz words

Role play/case study 

Background of the trainer

Your course director has spent more than 40 years in the banking and financial sector, much of it in a senior managerial/Director role. He is a former Institute of Banking Lecturer, having gained distinctions in the exams. He is a subject matter expert on all aspects of retail, corporate and global banking, including risk management and regulatory compliance. He has lectured extensively to both leading global financial institutions and to smaller bespoke specialists. He has delivered extensive programmes in all parts of the world including the USA, Europe, MENA, Africa and Hong Kong. He is currently an accredited Master Trainer at the world’s biggest global bank.

Report Writing Course Overview

Report writing is an essential skill and an invaluable communication tool for both the individual and the business.

For the individual, 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.

For the business, the ability to communicate clearly and effectively both internally and externally contributes hugely to the success of the management of the enterprise at both a macro and micro level.

This highly interactive 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. It 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.

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01 November 2018, 17 May 2019, 01 November 2019