BSBWRT401A Write complex documents
Assessment 1.
SECTION 1: PLAN DOCUMENTS
Activity 1: Determine the purpose of documents
Scenario
You work for a financial planning organisation that manages thousands of client’s portfolios and accounts. Recently there have been several changes in the industry that only affects clients who have share portfolios. For some clients, the changes will have a negative effect on their investments and for other clients, this will mean that they will be receiving good news.
You have been asked to write a document to all clients that asks them to attend an information session regarding the changes that will affect their share portfolio performance.
1. Describe the purpose of this document. (For example, is it
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In preparing the bi-annual sales figures report, what would be the most logical way to present the data and information?
It would be best to use a diagram to compare the figures quickly and easily. I would order the information in lists with the most sales at the top and the least at the bottom.
To help the readers understand the report I would use pie charts for each period with the different sales segments in corresponding colours.
Activity 4: Develop overview of structure and contents of documents
1. How you can develop an overview of the structure and content of the document.
I would brain storm.
Research relevant industry codes and practices.
If I was using a team I would make an action plan to delegate different tasks to team members with a time line and dates for completion.
Look at who the audience is (who is the document for ?)
What is the purpose of the document?
How to convey the information most effectively to the audience.
2. Why do documents need to be structured?
To be more clear and easy to read. To keep interest of the reader.
To present the information in a logical order.
SECTION 2: DRAFT TEXT
Activity 5: Review and organise available data, information and knowledge according to proposed structure and content
1. When communicating, messages must be appropriate to the needs of the audience, the subject and the
items such as “Product Per Unit” and “Product Sales” to list reports as in the
At Anthem part of my job is to put together reports to provide a view point that for my teams that reflects the amount of hours and the financial outlook for all the projects that are being worked on. The problem that I and others are facing is that there too many different types of reports. This is a problem because each report is a little different and provides a different view depending on the filters built into the report. With the different filters everyone who has the reports has a different view of the numbers really look like. When I make a report for a Vice President the information is correct but, it could be a set of different numbers than a report someone else gave him using the same filters. In order to get one view, I must utilize
She thought, “It’s obvious that the question of interest is the financial impact incurred relative to the benchmark of a well-managed portfolio. It was pretty clear that Martin’s portfolio had experienced significant losses. As to the data, the year-end statements are all that we need. The comparison will be easy”.
The first financial marker to be examined will be sales. According to Lands’ End’s Annual Report to Shareholders sales increased ninety eight percent between 1992 and 2001. Sales increased every year during this period with the exception of one year, as shown in Figure 1 (a trend line in white is also shown).
With a bi-annual sales report there are usually 3 ways that you can present the information. First one is to present it in a pie graph where it is divided into different sections that have spent the most money. Second is to present it in a bar graph representing again how much each department has spent but in this graph it is simple enough to follow the graph rather than a pie one. Third option is to display in an excel format would can clearly outline each department, expenditure and annual sales etc.
There are many ways to present the collected data. The information should be presented in a way that is visual to the user of analytical software. This can be done using spreadsheets, charts or graphs.
Graphics such as cartoons, photographs, drawings or illustrations all add clarity and meaning to a subject making sure the reader gains a verbal and pictorial message.
Ford used income statements, charts and financial statements to inform the reader. BP used a lot of pictures, illustrations, charts, graphs, maps, diagrams, tables and flow charts to inform the reader. Majority of the BP report was illustrations.
For example, once a quarter, sales and marketing managers meet to go over strategic plans as well as forecasting and past sales numbers. The numbers being showed by the sales team are always different than the numbers presented by the marketing team. This is because the way products are broken down in the monthly report. I manage our emergency and anesthesia products. These products all fall into what we call the CPAP bucket, which includes about 20 products in total. When analyzing
These two figures are just an easy visual representation of the company’s’ organizational structure and breaks down the revenue (damico, 2012)
This report will provide an overview as to what Segment Reporting is and how is it reported in the annual reports. This report will also touch basis on issues involved in allowing the management to measure the different operating segments. A brief discussion on how entity wide disclosures need to be made for major customers under AASB 8. To get a better understanding on segment reporting, we have compared the annual reports of Telstra Group and BHP Billiton, to view the different approaches or similarities in reporting segment information.
This kind of reporting depicts the amount of any organization. This purpose of this reporting is to expand a point of view which is balanced for any company by hitting its plans, mission, vision, short and long term goals. On the other hand, integrated reporting in any business strengthen the shareholders to make an effective and effecient computation for future goals and the strategies. The two vital thoughts of this reporting are the cost-effective mathod (less cost more output) and capitals (better use of resources). These have been well clarified by diverse ways, such reports give the understanding about capitals which are impacted by any company.
For some people that sell a simple product or service, it’s really easy to look at the sales numbers and know if they’re going up to down. For others that have multi-faceted business with many sales channels and product lines, it’ll be a little
The revenues and the segment operation income for 2005 in the company´s different businesses are shown in the charts below:
The RISK COST Report shall contain data for Risk Costs, Corporate Risk Costs and SME Risk Costs by their regions plus Year, Reporting period, YtD Targets, YtD Targets Achievement, YtD Targets Completion and Targets for the next year. The SALES Report shall contain the following data: Year, Month, Leads allocated, Number of contacted new clients, First meetings held with new clients, Next meetings held with potential business clients, Offers extended to new clients - non-lending products, Offers extended to new clients - lending products, Offers accepted from new clients, New clients really having a product. All the data shall contain the following indicators: Total number of Contacted new clients per period, Number of contacted new clients (target) and the Target achieved (%).