Reporting

Question 1

Project report

Answer 1

Provides a snapshot of a project’s status and progress.

Question 2

Project report value

Answer 2

• communication tool within the organisation between project managers and stakeholders
• keeps project managers accountable
• assist as an audit trail
• provides details of the projects currently run by the company for investors
• helps executives know any issues in the project that need attention

Question 3

PR critiques

Answer 3

1. Should highlight importance of the project to the company. Explain how it aligned with overall goals
2. Set out key roles and people in each project team for accountability and governance
3. Provide a diagram for the proposed project timeline, for ease of reference

Question 4

Monthly sales report

Answer 4

Contains detailed info about sales performance for a specific month

Question 5

Monthly sales value

Answer 5

Gives an indication of company sales, identify areas of improvement and enable better stock/production decision making
And better marketing decisions

Question 6

Business report

Answer 6

Provides an overview of the performance, operations and key activities of a business.

Question 7

BR value

Answer 7

To management, investors and decision makers:
- helps us know how much of the fund is in which asset class.
- Provides a comparison with the benchmark or how the businesses funds are performing.
- valuable for when considering shifting asset classes
- comes with recommendations at the bottom, having analysis work presented adds value over just the basic information from the graph data

Question 8

BR critique

Answer 8

Recommendations are excellent feature as they provide strategic direction for how the business can move forward

Transparency on the shortcomings of the business during the year can help with organizational communication and not repeating the same trends.

Question 9

MS critique:

Answer 9

Include economic background information so as to explain possible shifts in sales.

More visuals rather than tables/words to describe sales. For ease of comprehension and comparison over the months

add cost of sales to assess ROI

Question 10

Investment reports

Answer 10

Helps investors track the performance of their portfolio

Question 11

IR Value because

Answer 11

Answers the question: where should we invest, how is the current portfolio doing and any potential risks. As well as how best to optimise the portfolio

Question 12

IR critiques

Answer 12

None, it’s our clients best selling report.

Good things: tells where the capital in the investment comes from pre investment and post which is rare to be shown.