lecture a 11
TRANSCRIPT
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Report
orderly and objectivecommunication of
factual information that
serves some business
purpose
5
Report Writing: Content &
Structure
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Typical Business ReportsPeriodic Operating Reports: To monitor and
control production, sales, shipping, service etc.
Situational Reports: To describe one time events
such as trips, conferences and seminars
Investigative/ Informational Reports: To examine
problems and supply facts with little analysis
Compliance Reports: To respond to government
agencies and laws, such as the Equal Employment
Opportunities Commission
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Justification / Recommendation Reports: To
make recommendations to management and
become tools to solve problems and make decisions
Yardstick Reports: To establish and evaluate
alternatives by measuring against the yardstick criteria
Feasibility Reports: To analyze problems andpredict whether alternatives will be practical or
advisable
Proposals: To offer to solve problems, investigate
ideas, or sell products and services
Typical Business Reports
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FORMAL REPORT
COMPONENTS/STRUCTURE
1. Preliminaries
2. Main Body
3. Conclusions & Recommendations
4. Appendix
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Title Page
Balance the following lines:
y Name of the report
y Receivers name, title, and organization
y Authors name, title, and organizationy Date submitted
Preliminaries
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On January 10, 2005, Sipra Sahdev,
Professor, OB, IIM Lucknow , submitted
a report entitled Analysis of motivationin todays workforce, to the Head, HR
Department, Tata Automobile, Lucknow,
Dr. Anuj Khandelwal
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ANALYSIS OF MOTIVATIONIN TODAYS
WORKFORCE
Submitted to
Dr. Anuj Khandelwal
Head of HR DepartmentTataAutomobile
Lucknow
Prepared by
Sipra Sahdev
Professor
Indian Institute of Management, Lucknow
January 10, 2005
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Letter or Memo of TransmittalCover Letter
Announce the topic and explain who
authorized it.
Briefly describe the project and preview the
conclusions - if the reader is supportive.
Close by expressing appreciation for theassignment, suggesting follow-up actions,
acknowledging the help of others, and
offering to answer questions.
Preliminaries
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TO: Dr .Anuj Khandelwal, Head of HR Department, Tata Automobile, Lucknow
FROM: Sipra Sahdev, Professor, IIML
DATE: January 10, 2005
SUBJECT: MOTIVATING EMPLOYEES ATTATAAUTOMOBILE, LUCKNOW
Here is the report that you requested about motivation in todays workplace, along with
recommendations on how to implement strategies in our bank to motivate employees.The report
included both secondary research using professional and scholarly journals and primary
research using personal interviews with Arpit Parnerkar, Rajiv Vidyarthi, and Meenakshi Muhania.
Based on the findings in this report, I have concluded that money alone is not enoughto motivate employees in todays workforce. Having unmotivated employees is detrimental to an
organization.Managers or supervisors can motivate their employees by effectively
communicating with them, recognizing and praising effective performances, and implementing
effective incentive programs. Having motivated employees increases productivity, sales rates,
and morale. Recommendations for motivating employees at Tata Autmobile, Lucknow include
meeting with employees frequently, letting them know how they are doing, and offering rewards
that are valuable to employees.
I am grateful to Arpit Parnerkar, Rajiv Vidyarthi, and Meenakshi Muhania for taking
time out of their busy schedules to talk with me about motivation in todays workforce.Their
opinions contributed greatly to my success in completing this report.
Kindly contact me if you need additional information or if you have questions . I would
be happy to assist you in any way when implementing some of the recommendations presented
in this report.
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Table of Contents
Show the beginning page numberwhere each report heading appears
in the report.
Connect page numbers and headingswith dots.
Preliminaries
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TABLE OF CONTENTS
TRANSMITTAL MEMO ii
EXECUTIVE SUMMARY ..iv
INTRODUCTION .1
SECONDARY RESEARCH USING PROFESSIONAL AND
SCHOLARLYJOURNALS ..2
Reasons for Lack ofMotivation .2
Consequences 3Techniques or Strategies to Motivate Employees .3
Benefits ofMotivating Employees 5
PRIMARY RESEARCH USING INTERVIEWS 6
Conducting the Interviews .6
Reporting the Results of the Personal Interviews 6
CONCLUSIONS 7
RECOMMENDATIONS .8
REFERENCES .9
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List of Illustrations
Include a list of tables, abbreviations,
illustrations, glossary, or figures.
Place the list on the same page as the table
of contents if possible.
Preliminaries
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Acknowledgement
Not to be overdone, thank the tea
man only if he was reallyinstrumental in writing the report.
Typically thank the one or two
people who facilitated your work
Preliminaries
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Executive Summary, Summary
or Abstract Background, the methodology, problems, &recommendations Summarize the report purpose, findings,
conclusions, and recommendations.
Gauge the length of the summary by the
length of the report and by the
organizations practices.
One or two pages generally
Self contained (non-technical) making
sense of its own. Use 4-5 keywords
Preliminaries
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Organizational plan for an executive summary
Begin with the purpose and the scope of the report
Relate your purpose to a key problem
Identify in non-technical language the criteria used to
solve the problem
Condense the findings of your reportStress conclusions and possible solutions
Provide recommendations
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Summaries and abstracts are simply shorterversions of longer documents. These longerdocuments can be letters, memos, reports,
journal articles, manuals, even books.
Summaries &
Abstracts
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A summary (sometimes called an informativeabstract) is a specific, detailed overview of alonger document. A summary includesinformation about the contents of the longerdocument and specifics about any conclusions orrecommendations the longer document contains.
An abstract (sometimes called a descriptiveabstract) is a general, short overview of a longerdocument. An abstract simply describes what alonger document discusses. It is concerned withcontent, not with conclusions or
recommendations contained in the originaldocument. An abstract simply expands brieflyupon the table of contents of the longerdocument.
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In writing a summary, you can leave out:background discussions
personal commentsdigressionsintroductionsexplanationsexamples, especially lengthy ones
visualsdefinitions, especially long or complicated onesdata supported by assertions rather than evidence.
But you can not leave outpurposeessential specificsconclusions or resultsrecommendations or implications
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With some practice, summaries are easy to write. Here is an easy-to followprocedure for writing summaries.
Read the entire document to develop a sense of both what it says and how it
says it. (As the writer of the longer document, you may have become soinvolved with the writing that you can no longer remain objective.
Read the document a second time, underlining the main points or eliminatingthe secondary and supporting points. (In a well-written document, these mainpoints may simply be topic or thesis sentences.) Concentrate on basic ideas only.
Eliminate supporting facts, examples, or data. Eliminate illustrations and bibliographic references. Combine similar ideas into more direct single statements.Avoid technical terminology. Condense information as concisely as possible.
Rewrite whats left from the original, whether or not you authored the originaldocument. Begin with a clear statement of the longer documents main idea. Supply any necessary transition between the points in your abstract. when necessary, break your abstract up into logical paragraphs that parallelthe organizational pattern of the longer documents.
Dont hesitate to use any of the formatting tricks we introduced earlier in
this textbook.
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EXECUTIVE SUMMARY
Purpose of the Report
The purposes of this report are to (1) explain why employees become unmotivated, (2) identify
the consequences a company endures with unmotivated employees, (3) discuss strategies or techniques
organizations can use to motivate their employees, and (4) show the positive consequences a companyenjoys with motivated employees.
Secondary research was conducted using the American Business Index. Nine professional and
scholarly journals were used for the report. Primary research consisted of personal interviews with Lonny
Cooper, Jon Wenzel, and Reza Rich. Secondary and primary research contributed equally to the success of
this report.
Motivation in Todays Workforce
Findings from professional and scholarly journals and personal interviews revealed that
employees become unmotivated when communication breaks down between management and subordinates.
Lack of motivation in employees tends to increase carelessness, absenteeism, resource waste, and turnover
rates in an organization. Because employees possess different values, they are motivated by different things.
Communicating information, praising employees, and recognizing effective performance are key strategies a
manager or supervisor can use to motivate employees. Production, sales rates, and morale all increase when
employees become motivated.
The results of this research revealed a surprising concept: money alone is not enough to
motivate employees today.
Recommendations forMotivating Employees
Recommendations for motivating employees at TATAAUTOMOBILE, LUCKNOW include (1)
offering bank tellers valued rewards for balancing their cash drawers perfectly every day for one month and
for each consecutive month, (2) meeting with each branch monthly to recognize, praise, and congratulate
employees for successful performance, (3) sending memos to each employee showing how much profit each
branch has made on a monthly basis and showing how that branch earned the profit, and (4) giving
employees a choice as to whether they want extra pay or time off from work when extra hours are put in each
week.
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Introduction: TOR
Founding text of the Report Explain the problem motivating the report.
Describe the problems background and
significance.
Clarify the scope and limitations of the report.
Consider reviewing relevant literature.
Consider describing data sources, methods,
and key terms.
Close by previewing the reports organization.
MAIN BODY
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Body
Discuss, analyze, and interpret the
research findings or proposed solution to
the problem.
Arrange the findings in logical segments
that follow your outline.
Use clear, descriptive headings.
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Conclusions and
Recommendations Reminder of general framework of the
assignment. Summary of findings.
Explain what the findings mean in relation
to the problem.
Make enumerated recommendations, ifrequested.
Suggest actions for solving the problem.
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Recommendation
Explore the possibility of satellite parking
lots with frequent shuttle buses to campus.
Conclusion
Our investments are losing value because the stock
market has declined. The bond market shows strength.
Recommendation
Withdraw at least half of our investment
in stocks, and invest it in bonds.
Conclusion
The cost of constructing multilevel parking structures
for student on-campus parking is prohibitive.
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Appendix
Include items of interest to some, but notall, readers, such as data-gathering tools
like questionnaires.
Organizational chart
Documents written for client
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References and Bibliography
If footnotes are not provided, list all
references in a section called Notes,Works Cited, or References.
Optionally, include a bibliography
showing all the works cited (and perhaps consulted) arranged
alphabetically.
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Components in Formal and
Informal ReportsGenerally appear in both
formal and informal proposals:
Optional in informal Proposals:
Bibliography
Notes
Appendix
Recommendations
Conclusions
Body
Introduction
Letter of transmittal
Title Page
Cover
Table of Contents
List of Figures
Executive summary or abstract
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Overall considerations
Not to cram too much information in one
sentence, too many words on one page
Wasting some space on margin does not
waste your point
Do not forget to leave some space on left
for binding
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Go for simplicity
Quote liberally, if you will but use
All pages to be numbered
PLEASE : use correction, reread,
submit to outside criticism.
Overall considerations
Style, Unity, Coherence, Power, Precision, Clarity, Courtesy, Appearance
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Journal Article
Taylor, W. A. (1996). Sectoral investigation ofmanagement mind-sets and managementbehaviour. Total Quality Management 7(4),385-400.
Author (last
name, forename
initials)Year
Title of the
Article
Title of theJournal
Volume Issue
Pages
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Web Download
Joshi, V.T. and Chawla, A. (1999).Selection of candidates and democracy.Retrieved January 24, 2003 from.
Author (last
name, forename
initials) Year
Title of the
Article
Website
Address
RetrievalDate
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Bibliography
References
Barrons, E. (1998). A comparison of domestic and
international consumption of legumes. Journal of
Economic Agriculture 23 (3), 45-49.
Meadows, M. (1997 September 30). Peanut crop is anything
but peanuts at home and overseas. Business Monthly, 14,
31-34.
Peanut Advisory Board( No date). History of Peanut Butter.
Retrieved January 17, 1999 from
.
Illustration: APA Style (Bibliography)
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Dedicated Programs like
Biblioscape (http://www.biblioscape.com/)
Citation (http://www.oberon-res.com/)
Endnote (http://ww.endnote.com/)
Nota Bene (http://www.notabene.com/)
Can format citations in various styles like:
MLA, Chicago Manual ofStyle, APA