INTRODUCTION
An executive summary summarizes a longer report, proposal or group of related reports.Its purpose is to give readersasummary of a large body of material in advance of reading the full document.
It will usually contain, in this order, the following information:
• A brief statement of the purpose
• A summary of the analysis, using headings to guide the reader (this makes it more accessible)
• The top recommendations
• A brief conclusion
In most cases, you will need to identify the name of the report in the introduction and the date (or at least the month and year).
PURPOSE STATEMENT
This is a one-sentence statement that precisely and concisely identifies the problem, issue or situation that the report will explore and resolve. It is an aid to decision-making for business managers.
ANALYSIS
Use headings from your analysis within the report for easier understanding and accessibility for the reader. You will replace the contents of this page with your own Executive Summary material.
Social Media
You do not need to give a lead-in, unless it is warranted. Immediately list your top analyses from your findings. It helps with accessibility to use a numbered list.
1. These are PLACEHOLDERS.
2. They do NOT take into account the content itself, headings, sub-headings, spacing, length, formatting and other critical elements specified in the term project’s instructions.
3. That, of course, will also depend on the audience, the topic, the expectations, your knowledge and your vision.
Advantages & Disadvantages(NOTE: Info below is false. Its placement merely showshow write summary analysis data)
1. Facebook’s audience is 4.8% bigger than Google-Plus, Twitter and LinkedIn.
2. YouTube continues to grow exponentially, reaching an increase of __% in 2013.
3. LinkedIn remains one of the top choices of businesses for finding new employees.
4. Pinterest is a critical dashboard for travel agencies and some service-oriented organizations.
5. Twitter’s speed of message distribution overpowersFacebook by 13% and YouTube by 8%.
(NOTE: There is no need for a lead-out in the Executive Summary when you use bullets, due to the purpose of this document.)
RECOMMENDATIONS(Most reports will only have one. If more than five, give top three. Lead-in/lead-outs: use discretion)
1. Create a Facebook page for ABC Co. Ltd.
2. Update ABC’s LinkedIn profile.
3. Join Twitter.
CONCLUSION
One sentence or brief paragraph will suffice for both this summary and for the report itself.
Table of Contents
1.0 INTRODUCTION 1
1.1 Purpose Statement (in some workplaces, called Problem Statement) 1
1.2 Rationale & Current Situation 1
2.0 SCOPE 1
2.1 Expectations 2
2.2 Process 2
3.0 OVERVIEW 2
3.1 Changes in 2014 & 2015 2
3.3 Organizational Overview 2
4.0 EXTERNAL FINANCIAL OVERVIEW 3
4. 1 Impact of Recession 3
4.2 Effects on Spending 3
4.3 Budget 3
4.4 Capital Funding 4
4.5 Sponsorship Support & Partners 4
5.0 SOCIAL MEDIA USED 4
5.1 Contributing Factors 4
5.2 Employees 5
5.3 Customers 5
6.0 COMPARATIVE ANALYSIS 1 5
7.0 COMPARATIVE ANALYSIS 2 6
8.0 COMPARATIVE ANALYSIS 3 7
9.0 SUMMARY OF ANALYSIS 7
10.0 RECOMMENDATIONS 8
11.0 CONCLUSION 9
12.0 APPENDICES 10
Appendix “A” 50 Top Media Sites in 2015 10
Appendix B Primary Audience Profile 13
13.0 ANNOTATED BIBLIOGRAPHY 14
List of Figures
Fig. 1 Title of Visual Graphic (should match the title given in the actual graphic. I will check!) 2
Fig. 2 Title of Visual Graphic 5
Fig. 3Title of Visual Graphic 4
Fig. 4Title of Visual Graphic 7
NOTE: If the combined Table of Contents/List of Figures is 2 pages, you need to number both pages (use Roman Numerals format: i, ii, etc.)
How Social Media Attracts Customers to ABC Co. Ltd.
NOTES FOR STUDENTS
a) Pay particular attention to line-spacing. It must be single-spaced. Watch how line-spacing can change when you cut and paste on some computers, so review the format prior to printing off your final copy.
b) Align the writing so that all paragraphs begin in the same position as the beginning of the heading/sub-head, after the digital number identifier.
c) This sample report MAY NOT be identical to the order asked for in the course. In areas where headings/sub-heads differ, you will be expected to adjust so that it meets the criteria given in the Assignments Package and in class.
1.0 INTRODUCTION
As mentioned above, check with the assignments package to ensure that each heading in this sample is required for your term project, as parameters are changed each term. Write one brief paragraph on the report as a whole. It will be similar to your purpose statement, so ensure that you paraphrase so that your wording is different for each section. DO NOT USE MY WORDING!
For example:
This report was commissioned by President John Smith and Vice-president Denise Brown, (name and position of your primary audience) to investigate the impact of social media on customer retention and recommend the top three sites for ABC Co. use.
1.1 Purpose Statement (in some workplaces, called Problem Statement)
To analyze … To determine … To investigate (use an appropriate power verb) … for _____ (first and last name of your primary audience or organization) to purchase a used car … to attend for medical school …
1.2 Rationale & Current Situation
The first paragraph (often 1-2 sentences maximum) rationalizes why the situation exists.
The next paragraph identifies the current situation; it indicates what is being done now. What is wrong with the car, cell phone or computer? Why is a new one needed? How many kilometers, minutes, etc. is used right now? What types of apps are used? What social media is the company using now? Etc.
2.0 SCOPE
This gives a brief overview of what the report is about. It also sets the boundaries of what the report will and will not cover, as you can’t cover everything.For example:
This report will analyze…
It will not cover… Check all instructions in the course and in the workplace to see if it is necessary to include limitations (what the report will not cover.) You may also bullet the points covered/not covered, if there are three (3) or more. If you use bullets, you must include a lead-out sentence after the bullets.
2.1 Expectations
(of audience: e.g. specific wants, actual budget, etc.). See Term Project.
Give a brief lead-in statement on what this section will cover. Probable bullets to follow:
1. Probably bulleted. Watch orphans/widows when ending/starting pages.
2. Probably bulleted. Watch orphans/widows when ending/starting pages.
3. Probably bulleted. Watch orphans/widows when ending/starting pages.
4. Probably bulleted. Watch orphans/widows when ending/starting pages.
Add a lead-out (conclusive) sentence when using bullets, other lists and graphics.
Note: This lead-out sentence will not be repeated again in this sample and you may find other sections in this sample that DO NOT have conclusive lead-outs, so it will be up to you to ensure you follow the appropriate format.
2.2 Process
Use one paragraph to describe the GENERAL sources of research used. Avoid using bullets, as you will not be PRECISE, which means you will not give actual book titles, specific articles or URLs. Instead, name the categories of credible research that you used, such as “…audience interviews, hard-copy car reviews and soft copy on car-buying.” Note that this section is sometimes also called “Methodology.”
3.0 OVERVIEW
Give a brief lead-in statement on what this section will cover.
3.1 Changes in 2014 & 2015
Give a lead-in, along with a side-by-side table comparing the two years.
Category 2014 2015 Notes
Design • Added convertible top
• Colour options were brighter • DVD player voice-operated
• Only controlled by driver The reviews indicated that allowing only the driver to control the DVD promoted dangerous driving
Wheels • Mag wheels improved
etc.
etc.
Source: ______
Add a lead-out (conclusive) sentence when using bullets, other lists and graphics.
Note: This reference to usinglead-out sentences will not be repeated again in this sample. You may find other sections in this sample that DO NOT have conclusive lead-outs, so it will be up to you to ensure you follow the appropriate format.
4.0 External Financial Overview(unlikely heading.) ORPHAN! Re-organize; use page break.
Start with a lead-in paragraph. As this particular heading is an overview only, the more pertinent details will be noted in the following sub-heads.
4.1 Impact of Recession(This is placeholder, which is an unlikely sub-head.)
Start with a lead-in paragraph. This sub-head will likely be bulleted:
• When using bullets, capitalize the first word of each bullet
• When using bullets, watch punctuation, as most bullets will not use bullets
• An exception will be when a bullet is more than one sentence
• In that case, you would either have to add punctuation to all bullets in that list (which makes other bullets in other sections inconsistent) or you will need to make those multiple sentences into separate bullets.
A lead-out paragraph is needed.
4.2 Effects on Spending(This is placeholder, which is an unlikely sub-head.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
• When using bullets, capitalize the first word of each bullet
• When using bullets, watch punctuation, as most bullets will not use bullets
• An exception will be when a bullet is more than one sentence
• In that case, you would either have to add punctuation to all bullets in that list (which makes other bullets in other sections inconsistent) or you will need to make those multiple sentences into separate bullets.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence.
4.3 Budget (May not be one of your sub-heads. Ensure that the budgetis stated in “Expectations”)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections in the sample are small and have very little information. Avoid sub-headings that have very little information. For budgets, it is likely that a graphic visual will be used, which should be treated as a figure and assigned a figure #. If the budget has very few line items, consider using a tabbed format rather than a table, such as the example below:
Fig. 2 Social Media Budget for 2014
ITEM COST (includes all taxes)
Printing $2,450
Design $1,500
Distribution $ 900
Contingency $ 150
TOTAL $5,000
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
4.4 Capital Funding(this is an unlikely sub-head. Use only if it fits.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
4.5 Sponsorship Support & Partners(Placeholder: use only if it fits.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
5.0 Social Media Used(Or use other heading? Might not be this one)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
5.1 Implications(this is an unlikely sub-head. Use only if it fits.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
5.2 Employees (this is a possible sub-head. Use only if it fits.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information. If you DO use a sub-head for employees, use the same type of profile table found in Fig. 1.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
5.3 Customers (This is a placeholder: use only if it fits. If it does fit, remember to use a table to identify demographics [age, income, education, religion, gender, etc.], psychographics [lifestyle and behavioural influences] and geographics [where they live and work].)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
These sections are small, so avoid sub-headings that have very little information. If you DO use a sub-head for customers, use the same type of profile table found in Fig. 1. Any analysis of customers, employees and other audiences should use a table format, unless there is very little information, which would be most unusual and likely incomplete.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
6.0 COMPARATIVE ANALYSIS15(Choose another heading.)
This analysis will be critical in establishing conclusive summaries of each section, which should support your recommendations. Remember to include:
a. The minimum number of appropriate graphic visuals, as stated in the Assignments Package.
b. Note that, in the workplace, you may have as many as 10-15 visuals for a 20-page report. (The page count of 20 pages in this example does not include front and end pieces).
c. Include the minimum number of citations for all of your research sources, as indicated in the Assignments Package. Remember that the research used (and cited) create credibility for both the report’s analysis and recommendations.
d. Citations should include:
• A minimum of __ hard-copy citations per cited book/article, which must each be cited a minimum of ___ times throughout the body of the report
• A minimum number of __ soft-copy citations. Remember the modification, which is that all URLs cited throughout the body of the report will be formatted using footnotes rather than including the URL after the source
• For example, THIS IS WRONG: With 15% of choices being so limited (www.jones-customerchoices.ca), the likelihood of customers purchasing this is doubtful.
• THIS EXAMPLE IS CORRECT: With 15% of choices being so limited (www.jones-customerchoices.ca), the likelihood of customers purchasing this is doubtful.
As taught in the course, the report’s analysis sections must include citations to increase the richness and credibility of information in the report and to avoid any possibility of plagiarism.
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
This section will contain strategic bulleting, tables and other appropriate graphics. This is the GUTS of your report. It is collated from your research and acts as “evidence” or “the argument” that your recommendations will be based on.
Although this section in the sample is only half a page in length, the average term project will place significant weight on this section, due to a number of sub-headings, which may include:
• Content and comparisons of other branches or franchises
• Similar companies
• Primary and secondary competition
A host of other factors may also be evident, depending on the topic, audience, organization and writer’s vision, as well as the writer’s research results.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
7.0 COMPARATIVE ANALYSIS 20(Choose another heading.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
This section will contain strategic bulleting, tables and other appropriate graphics. This is the GUTS of your report. It is collated from your research and acts as “evidence” or “the argument” that your recommendations will be based on.
Although this section in the sample is only half a page in length, the average term project will place significant weight on this section, due to a number of sub-headings, which may include:
• Content and comparisons of other branches
• Other franchises
• Similar companies
• Primary and secondary competition
A host of other factors may also be evident, depending on the topic, audience, organization and writer’s vision, as well as the writer’s research results.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
8.0 COMPARATIVE ANALYSIS 23(Choose another heading.)
Use a lead-in paragraph. This may include bullets, depending on the topic, audience, organization, your vision, the content, etc.
It is very likely that your report will have more than 3 sections of comparative analysis. Only three were given for this sample to give you an indicator of what a finished report could look like.
This section will contain strategic bulleting, tables and other appropriate graphics. This is the GUTS of your report. It is collated from your research and acts as “evidence” or “the argument” that your recommendations will be based on.
Although this section in the sample is only half a page in length, the average term project will place significant weight on this section, due to a number of sub-headings, which may include:
• Content and comparisons of other branches(This is an orphan. Avoid!)
• Other franchises
• Similar companies
• Primary and secondary competition
A host of other factors may also be evident, depending on the topic, audience, organization and writer’s vision, as well as the writer’s research results.
A lead-out paragraph will be needed when using bullets or graphics. Remember that a paragraph can be as short as one sentence. Note that some organizations still insist on all-capitals for some headings, totals in budgets, etc. Use your discretion.
9.0 SUMMARY OF ANALYSIS(Optional)
This cannot contain any sources, graphic visuals or new analysis.It is a summary of your analysis from Section 4 to Section 8. The lead-in should indicate what order you used for your headings in this section, if you opt for headings. The order will be either alphabetical or using the same order from the report.
At this point, review your report to determine if you should change the order of your headings. Should they be alphabetical? Or are they in an order that logically follows, so that information given in one section is needed for the next section to make sense? Treat this as another opportunity to review your report to ensure that there is clarity and logic for the reader(s).
These are brief summaries (aka “conclusions”) from your research and analysis that prepare the receiver for your recommendations. Where it makes sense, provide headings from each section in your analysis. Note that the sample below does NOT match the headings in this paper, so ensure that the sections you summarize have the same heading in this section as contained earlier in the report.
COSTS
1. Summary point.
2. Summary point.
3. Summary point.
ADVANTAGES (NOTE: in the report, you should do a side-by-side report of advantages and disadvantages, so that the reader can more easily compare the data.)
1. Summary point.
2. Summary point.
3. Summary point.
DISADVANTAGES (See NOTE above in Advantages)
1. Summary point.
2. Summary point.
3. Summary point… ETC. ETC. ETC.
Some students find it difficult to construct a summary analysis, so note the following tips:
OPTION 1
1. After finishing each section, write your conclusion for that section of research. Sometimes, it is best to wait until you have listed ALL of your research before concluding.
2. When you arrive at this section, go back to each section that you summarized, as suggested in the first tip. Cut and paste those conclusions into this section.
3. Remember to include the heading for each of those conclusions, should you decide to use headings for this section.
4. Wordsmith the cut-and-pasted entries so that they are clear, succinct and professional.
5. Treat this summary as the “rationale” (reasons) for your recommendations.
OPTION 2
1. Write out your recommendations.
2. After each recommendation, start a new paragraph and rationalize why this recommendation was selected. Your rationale should match or follow from the evidence given in the analysis sections throughout the report.
3. Include the section heading that this rationale supports, in case you decide to use headings in the Summary of Analysis section.
4. Cut and paste each of those “rationale” paragraphs and insert into this section. If you choose to use headings in this section, ensure that you list them alphabetically or in the same order found in the report.
Do not use any graphic visuals in this section, as those should ONLY be throughout your analysis.
10.0 RECOMMENDATIONS
A lead-in sentence is not usually needed for this section. You will need to decide that, based on the topic, your audience, your analysis (evidence/argument) and how you will format your recommendations.
Your report will have a minimum of one (1) brief recommendation, although some may contain more. Sort in the order of importance or by subject matter, when numerous recommendations are provided. Start each with an action verb. They should be one brief, succinct full sentence. For example:
1. Hire 13 employees by ______.
2. Discontinue the use of __________ immediately.
3. Buy Microsoft __________
4. Register at _________.
a. Do not use any graphic visuals in this section, as those should ONLY be throughout your analysis (and possibly in “Introduction” and/or “Scope”).
b. Do not include any reference sources, as those should ONLY be throughout your analysis (and possibly in “Introduction” and/or “Scope”).
c. Ensure that your recommendations are clearly deducted from the evidence and material you have already presented.
d. When writing your recommendations, be SHORT and SUCCINCT!
e. Do not “rationalize” these, as they follow from your evidence presented in the report and are summarized in the previous section. If you have to rationalize your recommendations, look at those as pieces of analysis summary. Either add them to the “Summary of Analysis” if you have one or insert into the appropriate analytical section.
f. Develop the recommendations using appropriate formatting (i.e. most important to least important, etc.) and accessibility (numbers).
Remember that recommendations are often what senior managers will turn to first. The recommendations that are accepted are often further massaged into action plans for employees to follow, such as marketing plans, communications plans, action plans, business plans, operating procedures, departmental/organizational manuals, etc.
11.0 CONCLUSION
One paragraph usually. This should wrap up the report professionally and succinctly by showing that the report answered the purpose statement (aka problem statement).
TIPS TO OBTAIN HIGHER MARKS
1. Ensure that you use third-person referencing ONLY throughout the report. Create a list for spell-check of non-third-person words (I, us, we, our, your, yours, etc.) and do a “Find-and-Replace” before submitting any assignment, as you lose up to 10 marks for each non-third-person word included.
2. Use proper capitalization with titles and all-level heads.
3. If your audience does not have a fax #, use 604.222.2222.
4. Ensure all graphics are labelled, titled, clear, in colour and are appropriate for information captured.
5. Insert the organization’s logo and letterhead where appropriate. If you do not represent an organization, use the KPU address and #s, as well as the logo for KPU. The KPU logo can be cut and pasted from the course presentation, which is filed on Moodle.
12.0 APPENDICES(Option 1)
Prior to printing, delete data in yellow, as well as any data not relevant to your report
Appendix “A” 50 Top Media Sites in 2015
Use this section for one or more appendices. In some cases, report-writers use this as a sub-title page to list each of the appendices, even though these are also included in the Table of Contents.
Ensure that you assign a letter, number or appropriate symbol to each appendix and that you title it appropriately.
If you are using tables or other visual graphics, these CANNOT be part of the minimum number required for the report itself. However, do ensure that visuals used in the appendices are included in the List of Figures found at the end of the Table of Contents.
Appendices can include, but are not limited to:
• Best practices for an industry or organization
• Brochures, flyers, posters and other collateral to support a premise of the report
• Questionnaires/surveys (both raw questions and compiled data)
• Data on other institutions, costs, machinery, businesses, etc., that were considered but not included in your report
Do not give a link to a website as your appendix, expecting that the reader to click on the link to read the information. You will lose grave marks for this section, as this is neither acceptable nor professional. Instead, you must copy and paste – or rewrite – all that is important to include your appendix. If the receiver wishes to go deeper, s/he will click on the link in the Annotated Bibliography.
USE ONE OPTION ONLY
Option 1 (this page)
Ensure that content is balanced on the page from top to bottom.
Option 2 (see the sample)
Appendix A and Title (Interview[s] with your primary audience)
Appendix B and Title
12.0 APPENDICES(Option 2)
IMPORTANT: delete these yellow highlightsprior to printing
Appendix “A” Interview with John Smith
IMPORTANT: Prior to printing, delete data in yellow, as well as any data not relevant to your report
Option 2
Date of Interview: January 19, 2016
Interviewer: Sally Student
1. How do I format the interview questions?
It’s best to number and bold each question. Don’t bold the answers and always add a line between each Question-and-Answer set.
2. What if there are spelling errors in any email my interviewee sent me? Do I correct them?
Yes, you should correct them. You always want your boss, your “client” or whomever you’re interviewing to look as good as possible on paper. If the document s/he sent you is full of typos or language errors, it can seriously erode his/her credibility, so make them look perfect!
3. What if I decide to do a second interview halfway into the course? How do I set that up?
See the next appendix for an example.
The following page indicates how you can prepare the sub-title page for this section without listing the various appendices in this section, as they should all be listed in the Table of Contents found at the beginning of the report. Use the size and complexity of data of the report to decide which approach is best-suited for your term project.
Appendix A and Title (Interview[s] with your primary audience)
Appendix B and Title
Do not give a link to a website as your appendix, expecting that the reader to click on the link to read the information. You will lose grave marks for this section, as this is neither acceptable nor professional. Instead, you must copy and paste – or rewrite – all that is important to include your appendix. If the receiver wishes to go deeper, s/he will click on the link in the Annotated Bibliography.
USE ONE OPTION ONLY
If the appendix contains visual graphics, the source must be cited, using the prescribed MLA format (with modifications, if applicable), as stated in the course. As mentioned in class, sources used in appendices do not count towards your minimum number of in-text citations found in the body of the report.
Appendix B –Primary Audience Profile
Give a brief lead-in sentence that introduces the profile. This profile must use a table.
Profile of John Smith
Demographics Geographics Psychographics
• Point 1, which doesn’t include any sub-headings
• 40 years old
• Point 2
• Point 3
• Point 4
• Point 5
• Point 6
• etc.
• etc.
• etc.
• etc.
• etc.• • Point 1, which doesn’t include any sub-headings
• Lives in Surrey)
• Point 2
• Point 3 • Point 1, which doesn’t include any sub-headings
• Watches TV every day for 1-4 hours
• Point 2
• Point 3
• Point 4
• Point 5
• Point 6
• Point 7
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
• etc.
Source:
Brown, Jim. Personal Interview. 2014.
If your graphic is a photo, map, artist’s rendering, etc. (see your PowerPoints), you must include a cutline (photo caption). Insert that cutlineunderneath the source. Add a line between the source and the beginning of the cutline. If sourcing a URL, use a footnote (as shown in this example), which are the only times footnotes are allowed for this report.
Add a lead-out sentence or paragraph after bullets or graphics to complete the format.
Ensure that your profile table is balanced on the page and shows the correct column headings, as shown in this example. Also, remove all bullets after your last bullet. Note that Column 1 (Demographics) has an extra bullet at the end of the list with no data supplied. That bullet must be deleted before submitting.
If appendices are short, position them strategically so that the page is balanced out, from top to bottom and between the left and right margins.
If the appendix contains visual graphics, the source must be identified, using the prescribed MLA format requested in the course.
Appendix C –Nike Fact Sheet
Jan 31, 2016
Note: If you do not have an organization for your term project, this section will not be included. See instructions in the appropriate weekly Notes Pages. If the instructions state to include this as an appendix, you will follow those instructions for the term.
If the instructions indicate that you are to include this within the body of the report, start with a lead-in paragraph. Write using a fact-sheet layout. Include vision statement, mission statement, *guiding principles, *core values, etc. If too long, include * as appendices, if appropriate. Identify number of employees, founding date, number of branches, products/services and other information that gives a solid overview of the organization’s culture and characteristics.
Founded: 1964
Incorporated: 1971
Founder: Bill Bowerman & Phil Knight
Vision Statement: Doesn’t have one.
Mission Statement: To bring inspiration and innovation to every athlete in the world.
Positioning Statement: “Just do it.”
Core Values: Lead | Coach | Drive | Inspire”
Guiding Principles: 1. It is our nature to innovate.
2. Nike is a company.
3. Nike is a brand.
4. Simplify and go.
5. The consumer decides.
6. Be a sponge.
7. Evolve immediately.
8. Do the right thing.
9. Master the fundamentals.
10. We are on the offense – always.
# Stores: 700 in 45 countries (if applicable):
Head Office: Beaverton, Oregon
# Employees: Globally: 44,000 Surrey: 8
# Customers: Globally: 10.9 billion Surrey: 3,200
Annual Sales: $10.7 billion
Products: Sports equipment, footwear, clothing, accessories, mobile apps
Where possible, try to keep the fact-sheet format on the same page, unless there is a significant amount of information that requires use of the next page. If there are only a few points on the next page, consider manipulating the space between each heading or change the font size. Ensure you add a lead-out sentence or paragraph after using bullets or graphic visuals.
Appendix D –Appropriate Title
See the instructions in the assignments package.
13.0 ANNOTATED BIBLIOGRAPHY
This is a required end piece in of your term project assignment. Although you are using some of the MLA referencing system, note that this section is normally “Works Cited” for MLA. However, you will annotate and rate each cited hard-and soft-copy listing. Please adhere tothe following:
1. You must use the Nov. 2013 MLA documentation style, as well as the unique qualifiers taught in this course, such as including the URL and the position/organization of all interviewees. For the latest MLA styleguide instructions, see http://www.kwantlen.ca/library/guides/citingyourresources.html.For the modifications that must be followed in this course, see the course presentation and my PowerPoints, Notes Pages and your own notes taken from each class.
2. Ensure that you include the URL as hypertext for each soft-copy reference source.
3. For primary research (interviews), you must indicate the position and organization for each interviewee.
4. You must include at least three real sources of hard-copy secondary research. Each source should be cited at least three times throughout the document.
5. You must include at least three real sources of soft-copy secondary research. Each source should be cited at least once throughout the document by inserting the complete web page after each reference in the report.
6. Feel free to use additional research sources, in addition to the required minimum stated above.
7. Each source – whether cited (i.e. used in the report) or non-cited (i.e. not used whatsoever in the report in any way, shape or form) – must be annotated and rated, as discussed in the course.
8. Each annotation should be 2-3 sentences that outline the main features of the entry and its principal strengths/weaknesses. It should permit a reader, receiver or researcher to decide later whether or not to consult that source further.
9. Each annotation should be rated – using your own objective evaluation – on its usefulness or lack of.
Separate your research sources into the following headings. Some samples have been provided to guide you in your preparation:
PRIMARY RESEARCH (List alphabetically. Don’t annotate.)
Interviews
Black, Arthur (Surrey Councillor). Telephone Interview. 15 Sept. 2015.
Brown, Denise (Manager, ABC Ltd.). Email Interviews. 12 Sept. 2015 & 19 Nov. 2015.
Smith, John W. (President, ABC Ltd.). Personal Interviews. 6 Sept. 2015 & 22 Nov. 2015.
Focus Groups(List alphabetically. Don’t annotate.)
Note: You should name the interviewee’s position and organization, as indicated above.
SECONDARY RESEARCH (List alphabetically)
Hard Copy(You must have a minimum of 3. Your top 3 sources must be listed on the grading sheet and the report must show at least 3 in-text citations of each.Maximum penalty is a loss of 10 marks.)
Buckley, Joanne and David Gates. Put It in Writing: Composition and Grammar. Scarborough,2nd Edition. ON: Prentice-Hall, 2014. Print.
This first-year university text offers a comprehensive guide to contemporary business grammar and usage in a Canadian context. Its examples and exercises made it useful, although many were dated and charts were not correctly labelled.
RATING: 3.5/5
Hefferman, James A.W., John E. Lincoln and Cindy Moore. Writing: A College Workbook, 5th Edition. New York: W.W. Norton, 2012. Print.
This text provides over 500 exercises with suggested responses. As a workbook, it is superb.
RATING: 5/5
Soft Copy(Alphabetically listed, which is determined by the URL). Modification of MLA: URL is included and is placed at the end of the annotation on a new line.)
www.wopr.com. Woody Leonard. Windows Secrets Lounge. Accessed 8 November. 2014. Web.
Woody Leonhard, a self-proclaimed computer guru who specializes in providing useful information about the workings of Microsoft’s software products, maintains this site. Windows Secrets Lounge (formerly called Woody’s Lounge) is excellently organized. The depth and currency of the site’s content was invaluable.
RATING: 5/5
NON-CITED RESEARCH(Sources that were read, but not cited in the report. Alphabetically listed only. NOT annotated. NOT rated.)
Geddes, John. Smart Guy, Eh?June 23, 2003. Web. Rogers Digital Media Publishing. 18 November 2014.
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