What is an Executive Summary? - Ohio U Business

What is an Executive Summary? - Ohio U Business

TRANSMITTAL LETTERS & MEMOS Center for Professional Communication Transmittal Letter/Memo The letter of transmittal presents your report to its intended audience (in a book this section would be called the preface). Think of the letter of transmittal as the conversation that you would have with your audience (client, boss, etc.) if you were handing the report directly to them. Your letter should have a personal but professional tone to it. Transmittal Letter/Memo Introduction Title (in italics) and the purpose of the report Who the report was written for Authorization (who authorized the project, when) Show how the report has met your objectives or how your objectives have changed Transmittal Letter/Memo Introduction The attached report, requested by the Flagstaff City Council in a letter to Goldman-Lyon & Associates dated October 20, describes the economic impact of the Coconino Industrial Park on the city of Flagstaff. We believe you

will find the results of this study useful in evaluating future development of industrial parks within the city limits. Transmittal Letter/Memo Body Briefly mention methods (How did you arrive at your results? i.e. did you conduct a survey, interview leaders in the field, research competitors?) Give an overview of your results, point out the main results or point out surprising results/findings Focus on conclusions of final report (What were your major findings?) Focus on summary of recommendations (What are your 3 most important recommendations?) Transmittal Letter/Memo Body This study was designed to examine economic impact in three areas: Current and projected tax and other revenues accruing to the city from Coconino Industrial Park Current and projected employment generated by the park Indirect effects on local employment, income, and economic

growth Primary research consisted of interviews with 15 Coconino Industrial Park (CIP) tenants and managers, in addition to a 2010 survey of over 5,000 CIP employees. Secondary research sources included the Annual Budget of the City of Flagstaff, county and state tax records, government publications, periodicals, books, and online resources. Results of this research discussed more fully in this report, indicate that Coconino Industrial Park exerts a significant beneficial influence on the Flagstaff metropolitan economy. Transmittal LetterMemo Conclusion Acknowledge assistance you received (Was someone in the clients company particularly useful? Did you have assistance from a community member? Did you seek the assistance of faculty or other personnel on campus?) Offer to assist with interpretation Offer to assist with further work (For example, are you willing to help develop the website you proposed your client developed?) Make a call to action (recommendations) Add personal comments (goodwill close) Transmittal LetterMemo Conclusion We would be pleased to discuss this report and its conclusions with you at your

request. My firm and I thank you for your confidence in selecting our company to prepare this comprehensive report. Formatting Business Letters CYPRESS ASSOCIATES, INC. Letterhead Dateline 5090 5090Katella KatellaAvenue Avenue Anaheim, CA 92642 Anaheim, CA 92642 May May18, 18,2008 2008 Email: Email:[email protected] [email protected] PHONE: PHONE:(310) (310)329-4330 329-4330 FAX: (310) 329-4259 FAX: (310) 329-4259 2 inches from top of page 2 to 7 blank lines Inside Address

Salutation Subject Line Ms. Ms.LaTonja LaTonjaWilliams Williams Health HealthCare CareSpecialists Specialists 2608 2608Fairview FairviewRoad Road Costa CostaMesa, Mesa,CA CA92627 92627 1 blank line Dear DearMs. Ms.Williams: Williams: 1 blank line Subject: Subject: Formatting FormattingBusiness BusinessLetters Letters 1 blank line Formatting Business Letters Numbered list for improved readability

One blank line between paragraphs At Atyour yourrequest, request,this thisletter letterillustrates illustratesand andexplains explains business business letter letterformatting formattingin inaanutshell. nutshell.The Themost most important importantpoints pointsto toremember rememberare arethese: these: 1.1.Set Setmargins marginsbetween between11inch; inch;most mostword wordprocessing processing programs programsautomatically automaticallyset setmargins marginsat at11inch.

inch. 2.2.Start Startthe thedate date22inches inchesfrom fromthe thetop topedge edgeof ofthe the paper paperor or11blank blankline linebelow belowthe theletterhead, letterhead, whichever whicheverposition positionisislower. lower. 3.3.Allow Allowabout about55lines linesafter afterthe thedatemore datemorelines linesfor for shorter shorterletters lettersand andfewer fewerlines linesfor forlonger longerones. ones. The

Thetwo twomost mostpopular popularletter letterstyles stylesare areblock blockand andmodified modified block. block.Block Blockstyle, style,with withall alllines linesbeginning beginningat atthe theleft, left, causes causesthe theleast leasttrouble. trouble.In Inmodified modifiedblock-style block-styleletters, letters, Formatting Business Letters Complimentary Closing the thedate dateand andclosing closinglines linesstart startat

atthe thecenter. center.For Forboth both styles stylesthe thecomplimentary complimentaryclose closeisisfollowed followedby bythree threeblank blank lines linesbefore beforethe thewriters writerssignature. signature.Reference Referenceinitials initialsand and enclosure enclosurenotations, notations,ififused, used,appear appearin inthe thelower lowerleft left corner, corner,as asshown shownbelow. below. So Sothat thatyou youcan cansee seeadditional

additionalstyles, styles,Im Imsending sendingour our office officestyle styleguide. guide.IIcertainly certainlyhope hopethis thismaterial materialisishelpful helpful to toyou youand andyour yourassistants, assistants,Ms. Ms.Williams. Williams. Sincerely, Sincerely, Sharon Sharon Montoya Montoya 3-4 blank lines Printed Name and Title Sharon SharonMontoya Montoya Executive ExecutiveDirector Director Team 5A Ohio University College of Business Copeland Hall Athens, Ohio 45701

555.555.5555 fax: 555.555.5555 [email protected] February 2, 2011 Senior Partners Copeland & Associates 123 Success Road Athens, Ohio 45701 Dear Senior Partners: Subject: Analysis of Coca-Cola As requested by the senior partners of Copeland and Associates, our team has performed an analysis of Coca-Cola and prepared a report. The report contains details about the current state and future prospects of Coca-Cola. Through analysis of the current state and future prospect, we were able to identify the keys success factors and challenges Coca-Cola will face over the next five years. The key success factors and challenges for Coca-Cola were created with the consideration of the following criteria: The current state of the company. The future prospects of the company. A summary of company, industry, and competitive information. Key strategic issues the company is facing. Provided within the report are appendices to support our key success factors and challenges, including an analysis of Coca-Colas strengths, weaknesses, opportunities, and threats (SWOT). The appendices also include a competitive strength assessment, an analysis of the companys operational effectiveness, and forecasted financial performance. Each of these items was used to aid us in the identification of the key success factors and challenges Coca-Cola faces. Thank you for the opportunity to analyze Coca-Cola. We appreciate you allowing us to identify Coca-Colas key success factors and challenges for the next five years. If you need further assistance with the information in this analysis or future projects, please contact us at 555-5555555 or email us at [email protected] Sincerely, Team 5A Name 1 Name 3 Name 2 Name 4

Name 5 110 West Route 66 Flagstaff, Arizona 86001 (928) 774-110 www.delrio.com January 12, 2012 City Council City of Flagstaff 211 West Aspen Avenue Flagstaff, AZ 86001 Dear Council Members: Subject: Economic Impact of Coconino Industrial Park The attached report, requested by the Flagstaff City Council in a letter to Goldman-Lyon & Associates dated October 20, describes the economic impact of the Coconino Industrial Park on the city of Flagstaff. We believe you will find the results of this study useful in evaluating future development of industrial parks within the city limits. This study was designed to examine economic impact in three areas: Current and projected tax and other revenues accruing to the city from Coconino Industrial Park Current and projected employment generated by the park Indirect effects on local employment, income, and economic growth Primary research consisted of interviews with 15 Coconino Industrial Park (CIP) tenants and managers, in addition to a 2010 survey of over 5,000 CIP employees. Secondary research sources included the Annual Budget of the City of Flagstaff, county and state tax records, government publications, periodicals, books, and online resources. Results of this research discussed more fully in this report, indicate that Coconino Industrial Park exerts a significant beneficial influence on the Flagstaff metropolitan economy. We would be pleased to discuss this report and its conclusions with you at your request. My firm and I thank you for your confidence in selecting our company to prepare this comprehensive report. Sincerely, SylviaHernandez Sylvia Hernandez

Senior Research Consultant SMH: mef Attachment Formatting Business Memos Date: Date: May May18, 18,2008 2008 To: To: LaTonja LaTonjaWilliams, Williams,title title From: From: 1 blank line Sharon SharonMontoya Montoya (include (includeinitials initialsofofprinted printedcopy) copy) 1 blank line 1 blank line Subject: Subject: Formatting FormattingBusiness BusinessLetters Letters 2 blank lines

At Atyour yourrequest, request,this thismemo memoillustrates illustratesand andexplains explains business business memo memoformatting formattingin inaanutshell. nutshell.The Themost most important importantpoints pointsto toremember rememberare arethese: these: Date: February 2, 2011 To: Prof. 1 Prof. 2 Prof. 3 Prof. 4 From: Team 5A Name 1 Name 2 Name 3 Name 4

Name 5 Subject: Analysis of Coca-Cola As requested by the senior partners of Copeland and Associates, our team has performed an analysis of Coca-Cola and prepared a report. The report contains details about the current state and future prospects of Coca-Cola. Through analysis of the current state and future prospect, we were able to identify the keys success factors and challenges Coca-Cola will face over the next five years. The key success factors and challenges for Coca-Cola were created with the consideration of the following criteria: The current state of the company. The future prospects of the company. A summary of company, industry, and competitive information. Key strategic issues the company is facing. Provided within the report are appendices to support our key success factors and challenges, including an analysis of Coca-Colas strengths, weaknesses, opportunities, and threats (SWOT). The appendices also include a competitive strength assessment, an analysis of the companys operational effectiveness, and forecasted financial performance. Each of these items was used to aid us in the identification of the key success factors and challenges Coca-Cola faces. Thank you for the opportunity to analyze Coca-Cola. We appreciate you allowing us to identify Coca-Colas key success factors and challenges for the next five years. If you need further assistance with the information in this analysis or future projects, please contact us at 555-5555555 or email us at [email protected] Date: January 12, 2012 To: Flagstaff City Council Members From: Sylvia Hernandez, Del Rio Industrial Consultants

Subject: Economic Impact of Coconino Industrial Park SH The attached report, requested by the Flagstaff City Council in a letter to Goldman-Lyon & Associates dated October 20, describes the economic impact of the Coconino Industrial Park on the city of Flagstaff. We believe you will find the results of this study useful in evaluating future development of industrial parks within the city limits. This study was designed to examine economic impact in three areas: Current and projected tax and other revenues accruing to the city from Coconino Industrial Park Current and projected employment generated by the park Indirect effects on local employment, income, and economic growth Primary research consisted of interviews with 15 Coconino Industrial Park (CIP) tenants and managers, in addition to a 2010 survey of over 5,000 CIP employees. Secondary research sources included the Annual Budget of the City of Flagstaff, county and state tax records, government publications, periodicals, books, and online resources. Results of this research discussed more fully in this report, indicate that Coconino Industrial Park exerts a significant beneficial influence on the Flagstaff metropolitan economy. We would be pleased to discuss this report and its conclusions with you at your request. My firm and I thank you for your confidence in selecting our company to prepare this comprehensive report.

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