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Report Preparation

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RMM-Module-VI

Prepared By: Dr. Archana Sarkar


The Report Preparation and Presentation
Process

The Report Preparation and


Presentation Process
Report Format (1 of 3)
I. Title page
II. Letter of transmittal
III. Letter of authorization
IV. Table of contents
V. List of tables
VI. List of graphs
VII. List of appendices
VIII. List of exhibits
IX. Executive summary
a. Major findings
b. Conclusions
c. Recommendations
Report Format (2 of 3)
X. Problem definition
a. Background to the problem
b. Statement of the problem
XI. Approach to the problem
XII. Research design
a. Type of research design
b. Information needs
c. Data collection from secondary sources
d. Data collection from primary sources
e. Scaling techniques
f. Questionnaire development and pretesting
g. Sampling techniques
h. Fieldwork
Report Format (3 of 3)
XIII. Data analysis
a. Methodology
b. Plan of data analysis
XIV. Results
XV. Limitations and caveats
XVI. Conclusions and recommendations
XVII. Exhibits
a. Questionnaires and forms
b. Statistical output
c. Lists
Report Writing
• Readers. A report should be written for a specific reader or readers:
the marketing managers who will use the results.
• Easy to follow. The report should be easy to follow. It should be
structured logically and written clearly.
• Presentable and professional appearance. The look of a report is
important.
• Objective. Objectivity is a virtue that should guide report writing.
The rule is, "Tell it like it is."
• Reinforce text with tables and graphs. It is important to reinforce
key information in the text with tables, graphs, pictures, maps, and
other visual devices.
• Terse. A report should be terse and concise. Yet, brevity should not
be achieved at the expense of completeness.
Guidelines for Tables (1 of 2)
• Title and number. Every table should have a number (1a) and title
(1b).
• Arrangement of data items. The arrangement of data items in a
table should emphasize the most significant aspect of the data.
• Basis of measurement. The basis or unit of measurement should be
clearly stated (3a).
• Leaders, rulings, spaces. Leaders, dots or hyphens used to lead the
eye horizontally, impart uniformity and improve readability (4a).
Instead of ruling the table horizontally or vertically, white spaces (4b)
are used to set off data items. Skipping lines after different sections
of the data can also assist the eye. Horizontal rules (4c) are often
used after the headings.
Guidelines for Tables (2 of 2)
• Explanations and comments: Headings, stubs, and footnotes.
Designations placed over the vertical columns are called headings
(5a). Designations placed in the left-hand column are called stubs
(5b). Information that cannot be incorporated in the table should be
explained by footnotes (5c).
• Sources of the data. If the data contained in the table are secondary,
the source of data should be cited (6a).
Guidelines for Graphs: Round or Pie Charts
• In a pie chart, the area of each section, as a percentage of the total
area of the circle, reflects the percentage associated with the value of
a specific variable.
• A pie chart is not useful for displaying relationships over time or
relationships among several variables.
• As a general guideline, a pie chart should not require more than seven
sections.
Pie Chart of October 2016 U.S. Auto Sales
Pie Chart of Motor Vehicle Unit Retail Sales USA by Category
(October 2016)
Guidelines for Graphs: Line Charts (1 of 2)
• A line chart connects a series of data points using continuous lines.
• This is an attractive way of illustrating trends and changes over time.
• Several series can be compared on the same chart, and forecasts,
interpolations, and extrapolations can be shown.
Line Chart of U.S. Auto Sales by Category
Line Chart of Motor Vehicle Unit Retail Sales USA by Category
(June–October 2016)
Guidelines for Graphs: Line Charts (2 of 2)
• A stratum chart is a set of line charts in which the data are
successively aggregated over the series.
• Areas between the line charts display the magnitudes of the relevant
variables.
Stratum Chart of U.S. Auto Sales
Stratum Chart of Motor Vehicle Unit Retail Sales USA by
Category (June–October 2016)
Guidelines for Graphs: Pictographs
• A pictograph uses small pictures or symbols to display the data.
• Pictographs do not depict results precisely. Hence, caution should be
exercised when using them.
Pictograph for October 2016 U.S. Auto Sales
Pictograph of Motor Vehicle Unit Retail Sales USA by Category
(October 2016)
Guidelines for Graphs: Histograms and Bar
Charts
• A bar chart displays data in various bars that may be positioned
horizontally or vertically.

• The histogram is a vertical bar chart in which the height of the bars
represents the relative or cumulative frequency of occurrence of a
specific variable.
Histogram of October 2016 U.S. Auto Sales
Histogram of Motor Vehicle Unit Retail Sales USA by Category
(October 2016)
Guidelines for Graphs: Schematic Figures
and Flow Charts

• Schematic figures and flow charts take on a number of different


forms. They can be used to display the steps or components of a
process
Example of flow chart
Oral Presentation (1 of 2)
• The key to an effective presentation is preparation.
• A written script or detailed outline should be prepared following the
format of the written report.
• The presentation must be geared to the audience.
• The presentation should be rehearsed several times before it is made to
the management.
• Visual aids, such as tables and graphs, should be displayed with a variety
of media.
• It is important to maintain eye contact and interact with the audience
during the presentation.
Oral Presentation (2 of 2)
• Filler words like "uh," "y'know," and "all right," should not be used.
• The "Tell 'Em" principle is effective for structuring a presentation.
• Another useful guideline is the "KISS 'Em" principle, which states:
Keep It Simple and Straightforward (hence the acronym KISS).
• Body language should be employed.
• The speaker should vary the volume, pitch, voice quality, articulation,
and rate while speaking.
• The presentation should terminate with a strong closing.
Reading the Research Report (1 of 2)
• Addresses the Problem – The problem being addressed should be
clearly identified and the relevant background information provided.
• The research design should be clearly described in non-technical
terms.
• Execution of the Research Procedures – The reader should pay
special attention to the manner in which the research procedures
were executed.
• Numbers and statistics reported in tables and graphs should be
examined carefully by the reader.
Reading the Research Report (2 of 2)
• Interpretation and Conclusions – The interpretation of the
basic results should be differentiated from the results per
se. Any conclusions or recommendations made without a
specification of the underlying assumptions or limitations
should be treated cautiously by the reader.
• Generalizability – It is the responsibility of the researcher
to provide evidence regarding the reliability, validity, and
generalizability of the findings.
• Disclosure – The reader should carefully examine whether
the spirit in which the report was written indicates an
honest and complete disclosure of the research
procedures and results.
Research Follow-up
• Assisting the Client – The researcher should answer questions that
may arise and help the client to implement the findings.

• Evaluation of the Research Project – Every research project provides


an opportunity for learning and the researcher should critically
evaluate the entire project to obtain new insights and knowledge.

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