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Chapter 14 Proposals, Formal Reports and the business plan


Lecturer: Nguyen Huu Khoa, M.As

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Tips of writing proposals and reports

Take them SERIOUSLY sufficient time data collection a proper writing environment a good outline and work from it

Allow Finish Build

Provide Use

the features of your computer fast, revise later difficult sections

Write Save

Mary Ellen Guffey, Components of Formal and Business Communication: Informal Proposals and Product, 6e Process
Budget Staffing Schedule Background, problem, purpose

Appendix Authorization

Introduction List of figures

Table of contents Title Page Abstract or Executive Summary Letter of transmittal Copy of RFP (optional)

Generally appear in both formal proposals: and informal

Optional in informal proposals:

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Components for the business plan


1. 2. 3. 4. 5. 6. 7. 8.

Title Page Letter of Transmittal Executive Summary Table of Contents Introduction Literature Review Company Information Methodology

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1. Title Page
Please

avoid using anything unprofessional

Too many type fonts print graphics

Oversized

Inappropriate

It

should include:
of your proposal of those who prepared the proposal of institution

Name Name Name

Letter of Transmittal (or Memorandum)


Introduce

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the purpose and content of the business plan to the principal reader. describe the project and preview the conclusionsif the reader is supportive. some findings, conclusions and recommendations by expressing appreciation for the assignment, suggesting follow-up

Briefly

Highlight Close

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2. Letter of Transmittal
Format
The The

format of a letter or of a memo

format of a memo is more popular in this case 12-size Time New Roman font, doubled-space with left-indented paragraphs or singled-space with no indented paragraphs

Use

Letter of Transmittal

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Introductory Paragraph:
Title

and purpose (if not clear from the title) of the report for?)

Audience

for the report (who is it written

Authorization

Who authorized the project? Is the report written for another class? to your proposal Show how the report has met your objectives or how your objectives have changed.

When? Refer

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Executive Summary (or Abstract)

To present an overview of a longer report to people who do not have time to read the entire document let readers know the rest of the report is worth reading to write a good executive summary
for strategic words and sentences

To

How

Summarize key points

Look

First next finally; therefore as a result; central

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3. Executive Summary

Format

No letter head 12-size Time New Roman you use doubled-space paragraphs in your Letter of Transmittal, do so here as well. you use singled-space paragraphs in your Letter of Transmittal, do so here as well. do not be inconsistent

Use If

If

Please

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4. Table of Content
Please

make sure the order shown here is actually the order of your proposal again, use 12-sized Time New Roman font be specific

Please, Please

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5. Introduction

Background/ Rationale

Provide background information putting the problem into context such as economical or geographical background What is the problem are you going to solve? What is the purpose of the proposal? (It is more like a Vision)

A Problem Statement

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5. Introduction (cont)
Objectives
How

many objectives is the proposal dealing with?

Scope

and Limitation

Notice:
Again,

please use 12-sized Time New Roman font paragraphs are strongly recommended; 11/2-spaced paragraphs are acceptable for the purpose of paper

Double-spaced

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6. Literature Review
This

chapter presents the concepts/ theory that use as foundation for analyses/ suggestions/ solutions in the study chapter can also present the related studies to list all related concepts/ theories should focus on the key ones. on how and why these

This

Avoid

Discussion

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7. Company Information
Vision Mission Slogan Value Name Initial

Statement

Statement (optional) of the company capital, if applicable market

Target

Location(s)

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8. Methodology
A

research question of collecting data


me just a quick overview of how you are going to collect data that serves your proposal/business plan

Method
Give

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9. Bibliography
Please

use MLA or APA format

Recommendations
Use Go

References function of MS Word

to website: http://citationmachine.net

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Important Notice
Your

final project covers chapter 12, 13, 14 and 15. for the Letter of Transmittal, please avoid using first-person pronouns. Please use third-person instead passive-voice verbs (the study was conducted _____) complex and long sentences is somehow okay. However, please do not

Except

Use

Using

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Important Notice (cont)


Again, Page

please be consistent in font, size, English style and so forth format:


Please

insert the page number at the bottom of every page (except for the title page, although it is still counted as page i) is the best if the page number is located in the middle of the page. use i, ii, iii, etc. for part 1, 2, 3 and 4 use 1, 2, 3, 4, etc. for the rest of the

It

Please Please

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Important Notice (cont)


Literature

Review is the only chapter you are allowed to copy some theories and concepts and paste them to your proposal/report. will NOT tolerate any kinds of cheating and plagiarism. proposal is worth 25 percent of your total grade. of presentation: May 25th, 2011

This

Date

Your In-class individual assignment


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You are the secretary of HCMIUs Rector. He is too rushed to read a long interview conducted by a foreign journalist with Prof. Ngo Bao Chau. However, he is extremely interested in the content of the interview. He also considers what Prof. Ngo said in it as a possible advice for the Department of Mathematics, for HCMIU and for the Vietnamese educational system as a whole. You are now asked to write an executive summary on this interview in a memo format. Include an introduction that might begin with As you requested, I am submitting this executive summary of _____ . Identify the author, article name, journal, date of publication (if possible). Summarize most important findings (main points) of the interview. Summarize any recommendations made. The Rector also likes a concluding statement indicating your reaction to the article

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Your take-home assignment


Based

on your business idea presented in class this morning, please write a Letter of Transmittal to describe or to introduce your proposal. letter should present some key features and benefits of your proposal.

The

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