Learning Objectives



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Chapter 9 Understanding the Report Process and Research Methods

Learning Objectives


  1. Identify the characteristics of a report and the various classifications of business reports.

  2. Apply steps in the problem-solving process and methods for solving a problem.

  3. Use appropriate printed, electronic, and primary sources of information.

  4. Demonstrate appropriate methods of collecting, organizing, and referencing information.

  5. Explain techniques for the logical analysis and interpretation of data.

Chapter Overview


After having studied informal communications including letters, memos, and electronic communication, students seem to understand the objective and formal nature of reports simply because of the contrast. Chapter 9 follows a sequence that begins with report characteristics and then covers the four steps in problem solving. Methods of research are presented, with considerable attention given to sampling and designing survey instruments used in normative surveys. Information is included for locating both printed and electronic sources of information.

Chapter Outline


CHARACTERISTICS OF REPORTS 140

Types of Reports 141

Proposals 143

BASIS FOR REPORTS: THE PROBLEM-SOLVING PROCESS 143

Recognizing and Defining the Problem 143

Selecting a Method of Solution 145

Collecting and Organizing the Data 149

Arriving at an Answer 155



Key Terms


Analytical report 142

Experimental research 148

External report 142

Formal report 142

Functional report 144

Hypothesis 144

Informal report 142

Informational report 142

Internal report 142

Lateral report 142

Longitudinal studies 145

Normative survey research 148

Observational studies 147

Periodic report 142

Plagiarism 150

Primary research 147

Problem statement 144

Procedures (or methodology) 145

Proposal 143

Reliability 149

Sampling 148

Secondary research 145

Statement of purpose 144

Validity 149

Vertical report 142

PowerPoint Slides


  • Lecture Slides — Students can review key chapter concepts on the Lecture Slides (found on the companion website (Student’s Resources)). Slides can be downloaded for convenient printing of handouts for taking class notes.

Slide Number and Title

  1. Chapter 9 Understanding the Report Process and Research Methods

  2. Learning Objectives

  3. Formal-Informal Report Continuum

  4. The Problem-Solving Process

  5. Questions for Limiting the Problem

  6. Conducting Research

  7. Objectives of Secondary Research

  8. Types of Sources

  9. Common Errors in Data Collection

  10. Reasons for Accurate, Complete Documentation

  11. Common Errors in Data Interpretation

  • E-lectures — Slides with engaging narration of key concepts—useful as reinforcement of lectures and exam reviews—are available through the WebTutor product.

  • Resource Slides — A larger deck of slides for instructors for displaying in the classroom; these slides for class enrichment and solutions to activities and applications are also available at the companion website (Instructor’s Resources) and on the Instructor’s CD.

Slide Number and Title

1. Chapter 9 Understanding the Report Process and Research Methods

2. Learning Objectives

3. Learning Objective 1 Identify the characteristics of a report and the various classifications of business reports.

4. Characteristics of Reports

5. Types of Reports

6. Formal-Informal Report Continuum

7. Proposals Are . . .

8. Learning Objective 2 Apply steps in the problem-solving process and methods for solving a problem.

9. The Problem-Solving Process

10. Questions for Limiting the Problem

11. Learning Objective 3 Use appropriate printed, electronic, and primary sources of information.

12. Conducting Research

13. Objectives of Secondary Research

14. Types of Sources

15. Using the Internet Effectively

16. Types of Primary Research

17. Indicators of Effective Research

18. Sampling: Help for the Overwhelmed Researcher

19. Learning Objective 4 Demonstrate appropriate methods of collecting, organizing, and referencing information.

20. Guidelines for Designing Effective Questionnaires

21. Guidelines for Designing Effective Questionnaires (cont.)

22. Common Item Types for Questionnaires

23. Common Errors in Data Collection

24. Reasons for Accurate, Complete Documentation

25. Elements in an Electronic Citation

26. Learning Objective 5 Explain techniques for the logical analysis and interpretation of data.

27. Common Errors in Data Interpretation



Teaching Suggestions

Learning Objective 1


Identify the characteristics of a report and the various classifications of business reports.

THE CHARACTERISTICS OF REPORTS


  • Show the visual or refer students to Figure 9-1 on page 142 in the textbook as you contrast the purpose and style of informal communication, with which students are already familiar, with formal communication that is best used in reports.

Resource slide 6: Formal-Informal Report Continuum

  • As you introduce report characteristics and the various terms used in report classifications, you may want to display a complete report such as the one found in Chapter 11. You will be able to give students a better idea of what the characteristics mean and the role of research in gathering data. Students can then refer to this report in handling the remainder of the report chapters.

Resource slide 4: Characteristics of Reports


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