The qualifying learner is capable of:
Relating the purpose, content, form, frequency and recipients of a range of reports to the
information needs of a selected business
Identifying information sources and organisational procedures for obtaining and
distributing information relevant to a selected business function.
Compiling reports related to a selected business function, ensuring content and format are
appropriate to information requirements and that reporting deadlines are met
Liasing with relevant parties and verifying that reported information is in accordance with
requirements and purpose of the report.
Course Content
Relate the purpose, content, form, frequency and recipients of a range of reports.
- The regular reports are identified for a selected organisation.
- The information needs of the organisation are linked to the purpose of each identified report.
- A template is drawn up for each report in the company specific format including the mandatory content headings.
- A table is created listing each report, its purpose, the regular recipients and frequency of
distribution.
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Identify information sources & organisational procedures for obtaining & distributing information.
- A table is created listing each report and the information sources required for input to the
report. The information sources are linked to specific headings within the report. - A table is drawn up listing each information source, from whom it is obtainable, when it is
available, its level of confidentiality, and to whom it should be returned. - Company procedures for obtaining information sources are identified for each
information source and linked to the table above
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Compile reports related to a selected business function.
- The identified reports are compiled using current information.
- The created templates are used to write the reports and any necessary modifications are
made and noted, to ensure compliance with business requirements. - The identified information sources are used to provide the information required by the
organisation. - The report is distributed in the required manner in time to meet the specified deadline.
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Liase with relevant parties and verify that reported information is in accordance with
requirements.
- A table is compiled listing each of the relevant recipients of the reports, a space for
comments and an overall rating of the report in terms of whether it meets their
information requirements and purpose. - The form is distributed to recipients and their comments evaluated to determine useful of
report - Possible amendments to reports are made in line with suggestions from recipients.
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