JoAnn Syverson Carlson School of Management University of Minnesota

Title Page
Name of report (all caps)  Name, title, organization of receiver  Author’s name, title, organization  Date submitted

Table of Contents
Show beginning page number where each report heading appears  Connect page numbers with leaders (spaced dots)

Executive Summary
One of most important parts of report  Synopsis (overview) of report  Concentrate on what management needs to know  Summarizes

     

Purpose Scope Methodology Findings Conclusions Recommendations

Executive Summary
Organized same as report  Style and tone same as report  Avoid unexplained jargon/abbreviations  Do not refer to figures/tables presented later  Should not contain exhibits or footnotes  Include headings/make skimmable  Use transitional words  Length should be generally 1/10 of whole report

Explain problem motivating report  Describe its background and significance  Clarify scope and limitations of report  Describe data sources, methods, key terms  Close by previewing report’s organization

Discuss, analyze, interpret research findings  Arrange findings in logical segments following outline  Use clear, descriptive headings/skimmable


Explain findings in relation to original problem


Make recommendations on suggested action to be taken

All items must be referred to in the text and listed on the table of contents  Items of interest to some, but not all, readers

 For example, data questionnaires or computer printouts

List all references in section called “Works Cited” or “References”  Include all text, online, and live sources  Follow style manual for citing sources

Single- or double-spaced About 2500 words (not counting appendix) Tables of Contents will help you organize and write report—write early! Headings of same level must be consistent

First, second, third levels

Same-level headings must be written consistently! (For example)
Level 1: CENTERED UPPER-CASE Level 2: Centered Upper-case and Lower-case Level 3: Centered, Underlined, Upper-case and Lowercase Level 4: Flush left, Underlined, Upper-case and Lower-case Level 5: Indented, underlined, lower-case paragraph heading ending with a period.

1. 2. 3.

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