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Report Writing: Pysumnsttes
Process, principles and
styles
Introduction 1
Introduction ne
Writing reports is often seen as a time consuming and pointless exercise Efedive 3
However, by sharing information, reports can help develop common purposes and reporting
aims, spread successful imovations, build on successes, and avoid reinventing
twhets and dupleating mstaes (Lomeay, 2003) voy *
‘This issue of JournalWatch focuses specifically on reporting and is the third
JournalWatch in a series that includes Evaluation in Primary Health Care (Magarey, eee a
2003) and Performance Indicators in Primary Health Care (Kalucy, 2004). It Lessee
covers: Presentation 1
‘is
"Effective reporting - process and principles: ii
Reporting 14
> Types of reports an eine
~ Reporting styles
Presentation tips
* Reporting in the future
Bibliography 16
Editorial team
~ Tania Manser
Summary Manser Consulting
Effective report
a Elizabeth Kalucy
> The purpose of a report isto give an account of something, to offer a solution
to a problem, or to ansner a question. > Bllen Mantyre
‘A good reporting process is a cyclical one that ensures that feedback and
decision making can occur between organisations and contractors/funders.
Reporting principles (transparency and inclusiveness) should be applied to any
report preparation to ensure that both the writer and report user share a
common understanding of the underpinnings of the report. Produced by
Carmen Navarro
Fiona Thomas &
kylie Dixon
es
~ Contractual reports ere primary requ for accountability and performance
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Information
Service, 2004
,F 2004 JournalWatch P.
‘Conted from page 3)
> The Canadian 1:3:25 approach to writing ‘reader friendly’ research reports for decision-
makers is recommended. This approach is useful for reporting on research that is,
answering questions about how to make the health system work better.
~ Evaluation reports are normally prepared at the midpoint and at the end of a project!
program, They generally cover most if not all evaluation indicators, including the
relevance, efficiency, effectiveness, impact and sustainability of the project/program.
~ An annual report is 3 good marketing tool that presents the actions and accomplishments,
of an organisation during the financial year. It provides public evidence of financial stability
and showcases the achievements of an organisation,
Summary
Reporting styles
~The Balanced Scorecard Management System is a useful framework in which to report on
organisational strategies and directions. It enables organisations to clarify their vision and
strategy and translate them into action.
~ Bennett's Hierarchy provides a logical framework in which to collect, measure, analyse and
report on performance information. The Hierarchy describes a cause-and-effect chain
through the identification of outcomes at seven levels. It provides a structure for a
performance story, and enables organisations to identify any gaps in their knowledge.
~ Narrative reporting is particularly useful in strategic planning because it provides a medium,
for defining relationships, sequencing events, determining cause and effect and setting
priorities among items under consideration.
Presentation Tips
Presentation is a key element in successful report writing. Formatting, revising and proof
reading are important processes for good presentation,
~All reports should have an Executive Summary that presents the essential elements of the
report from the introduction through to the recommendations and outcomes.
~ Reports should be visually appealing and easy to read. Diagrams, figures, charts, tables
‘and graphs can all add interest to a report.
Reporting of the Future
~ Consumers are having a greater say in the information they want presented by an
organisation and this is leading to a market-led reporting model.
~ Reporting is moving from being periodic to continuous with updated information being
transmitted to users.
‘The emphasis on non-financial performance measures for economic, social, health, safety
and environment issues will continue to grow.
* Within this changing environment. expectations and demands of contractors/funders to
report writing should be kept reasonable and realistic.2008 Journatwaten
Effective reporting
What is an effective report?
‘Areport isa structured written presentation developed as a response toa specific purpese,
‘aim or request. The purpose of a report isto give an account of something, to offer a solution
to a problem, orto answer a question (Curtin University of Technology, 2004). Reporting is.
primarily @tool to entance accountabilty, assist in organisational learning and decision-
‘making, and improve communication both internally and externally (Accountability, 2003).
‘An effective report has the following characteristics. Its:
~ appropriate to the purpece - this is clealy identified from the outset, co that the
‘conclusions and or/recommendations wil be relevant;
~ appropriate to the audience ~ the reader's knowledge wil influence the type of background
‘tall that wil need to be in the report and the emphasis that will be placed on particular
fssues of interest
~ accurate and complete - this i essential for a high qualty report;
logical - this enabies the report to be easily understood:
clear, concise and well organized with clear section headings - this will azest in leading the
‘eader logically to the conclusions and recommendations.
(Curtin Universty of Technology, 2004, Monash University, 1998)
What is the Reporting Process?
‘A.good reporting process is a cyclical one (Figure 1) that ensures feedback and consequently
decision making can take place between organisations and contractors. The Global Reporting
Initiative (GRI) (2002) states:
Reports alone wil provide litle value if they fall to inform stakeholders or support a