Days: 3

7:30am – 4:30pm Mountain Time

Report Types Discussed

  • Project – Interim and Completion
  • Investigation and Results
  • Sharing information
  • Quality/Audit
  • Strategy
  • Operational/Periodic
  • Tests/Analysis
  • Research
  • Progress
  • Performance – Deliverables vs. Actuals

Agenda

Day 1: Creating content with focus & reader in mind

Morning

Report 1: Exercise on writing a report based on observing events/processes.
Reading and interpretation of Report 1.
Discussion on how reports were interpreted/understood and why.
Writing styles, tone, voice, layout, and readability basics.
Report 1.1: Revise and apply discussions.

Afternoon

Reading and interpretation of Report 1.1.
Discussion on how reports were interpreted/understood and why.
Report 2: Exercise on writing a report based on a policy or accident investigation.
Reading and interpretation of Report 2.
Discussion on how reports were interpreted/understood and why.

Day 2: Understanding users & practice creating reports

Morning

Types of reports, their intent, and general structure.
Importance of scope and purpose, and other components of reports.
Data, validity, integrity, and statistics.
Understanding biases and errors.
Visuals, Tables, and Graphs – Use and Misuse.

Afternoon

Practice exercises.
Interpretation and explanation of metrics and KPIs.
Readability, levels, and layout.
Logos, pathos, ethos in writing.
Practice exercises – Creating structured reports.

Day 3: Understanding users & practice creating reports

Morning

Understanding Report Creators vs. Users.
Literacy, numeracy, and vocabulary.
Impact of personality styles – MBTI and DISC.
User pre-conditioning.
Practice with sample reports.

Afternoon

Understanding the chain – Situations/events to decisions and actions.
Exercise 1 – Mapping information flow and identifying checkpoints.
Exercise 2 – Creation of an audit report and interpretation.
Exercise 3 – Creation of a test report and interpretation.
Exercise 4 – Creation of performance reports and interpretation.