Those skills are put to the test frequently, but rarely as much as when the consultant reports project status to the client. This week we will discuss some of the specific approaches a consultant should use when reporting status to the client.
Avoid the pitfall of a poorly organized report by preparing before you even start to write. Use the draft stage to commit your information to paper; correct the grammar and spelling in the editing stage.
Preparation Establish an objective or purpose for your report. Decide on the message and information that you want the readers to obtain from the report.
Collect other reports, statistics, research and journal articles, as well as any relevant emails and memos. Make a list of all the points that you want to cover in the report. Group similar points together, and assign each group a title that you will use for the section heading.
Writing the draft Write the title section of the report, including the title and subtitle, author and date.
Decide on the circulation list for the report. Write the introduction and include the purpose of the report. Detail your terms of reference and explain how the report is laid out and how your information is organized.
Arrange the groups of points you want to make in a logical sequence, each in its own section. Use the title of each group as its section heading, and explain your information and how it relates to the purpose of your report.
Use subheadings if necessary to make your information easy to read. Detail your conclusions and recommendations in a separate section. Identify the conclusions you have drawn and any recommendations you make.
Write the summary of the report last.
Include any supporting documentation, such as graphs, tables, or other reports in an appendix. If your report is more than 10 pages long, include a table of contents.
Editing Arrange your report in the sequence as follows: Check your report for spelling, grammar and punctuation, and correct any errors. Divide long sentences into shorter ones, and change passive sentences to active ones.
Ask someone to read over the finished report to checking that the purpose of the report is clear and that you present your arguments and information logically. Change any part of the report that causes your test reader difficulty.
Tutor: Patricia, Professional Consultant replied 9 years ago Attached is a sample commercial real estate appraisal report Report 3 The resport generally includes The appraiser's description of the physical characteristics of the property and comparables will be obtained from reliable data sources. Consulting Is More Than Giving Advice. But the consultant also has a professional responsibility to ask whether the problem as posed is what most needs solving. So the report ended up on. A professional consultant is an individual or firm with special knowledge, skills, and talent who makes needed expertise available to a client for a fee, rendering advice and often helping to successfully implement that advice with and for the client (Shenson ).
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