Book of Business and Trade Secretary Writing

Author: Zhang Wen
Publisher:
Publish Date: 2001-02-01
Features: The main body of the report generally consists of four parts: the current state of the enterprise, existing problems, improvement plans, and implementation results.
1. Current State of the Enterprise
At the beginning of a consulting report, it usually outlines the current state of the enterprise. If the consultation is conducted by external personnel, the first paragraph should also state the purpose of the consultation and a brief overview of the work.
2. Existing Problems
Generally, the problems are listed first, followed by an analysis of their causes. The level of detail in each part depends on the writing purpose and perspective.
3. Improvement Plans
This is the core of the consulting report and the most valuable part. It generally includes two aspects:
- Analyzing the existing problems and their causes, then proposing improvement measures that are specific, detailed, and actionable.
- Predicting the economic benefits and corresponding data that will result from each improvement measure.
4. Implementation Results
This is the concluding section of the report, which should concisely summarize the overall effects of the implemented plan. The text in this section should be brief and impactful.
(III) Signature
At the bottom right of the text, sign the author's name. On the next line, write the writing date.
When writing a consulting report on enterprise management, pay attention to the following points:
1. Conduct Research and Determine Objectives
Identifying problems is the starting point and foundation for writing a consulting report. The steps to identify problems are:
- First, determine the key points of the investigation;
- Second, collect relevant materials;
- Third, summarize the problems and judge their nature;
- Fourth, determine the consulting objectives.
2. Analyze and Find Causes
After identifying the problems, it is necessary to find their causes. The causes of problems can be external or internal. External causes include social factors and reasons related to the competent authorities, while internal causes include factors related to personnel quality, technology, management, ideological and political work, and historical reasons. Both external and internal causes have controllable and uncontrollable factors. When analyzing, identify the conditions and possibilities for converting uncontrollable factors into controllable ones to promote such transformations. Additionally, the analysis should reveal the various relationships between the problems to focus the main effort on studying inevitable and essential relationships, ensuring the correctness of the conclusions.
3. Propose Solutions and Draft the Report
Proposing improvement plans is a key step in writing a consulting report. A good improvement plan must be both nationally and contextually appropriate and must be the product of scientific spirit and creative thinking. To propose a good improvement plan, one must master the basic methods for solving problems, such as thinking methods, proposal methods, and decision-making methods. Special attention should be paid to the fact that improvement plans must undergo comprehensive analysis. This involves considering both immediate and long-term interests, as well as both subjective and objective factors, to ensure that the plan produces the best overall results.
4. Use Data and Charts to Explain Issues
When writing a consulting report on enterprise management, vague statements are rejected. Whether analyzing problems or proposing improvements, data and charts must be used to explain them. This approach not only facilitates accurate expression of the facts but also makes the information easier to understand and accept.