Question
John Jefferson is the sales manager for sunny greeting cards, inc. At the beginning of the year, the organization introduced a new line of humorous
John Jefferson is the sales manager for sunny greeting cards, inc. At the beginning of the year, the organization introduced a new line of humorous birthday cards to the u.s. market. Managment held a strategic planning meeting on august 31 to discuss the next year's operating activities. One item on the agenda was to review the success of the new line of cards and decide if there was a need to change the selling price or to stimulate sales volume in the five sales territories. Jefferson was asked to prepare a report addressing those issues and to present it at the meeting. His report was to include the profits generated in each sales territory by the new card line only.
On august 31, jefferson arrived at the meeting late and immediately distributed his report to the strategic planning team. the report consisted of comments made by seven of jefferson's leading sales representatives. the comments were broad in scope and touched only lightly on the success of the new card line. jefferson was pleased that he had met the deadline of distributing the report, but the other team members were dispointed in the information he provided.
REQUIRED QUESTION: Using the four w's for report presentation, prepare an evaluation of jefferson's presentation. include examples of what jefferson should have done to address the four w's. The four w's are why, who, what, when.
Heres the four W's to help with the required question....1 Why: Know the purpose of the report. Focus of the report
2 Who? Identify the audience for the report. Communicate at a level that matches the readers' understanding of the issue and their familarity with accounting information.
3 What? What information is needed, and what method of presentation is best? Select relevant information from reliable sources Draw information from pertinent documents or from interviews with knowledgeable managers and employees. The information should be not only relevant but also easy to read and understand. Use visual aids, such as bar charts or graphs, to rpresent info clearly.
4:Why? know the due date for the report. strive to prepare an accurate report on a timely basis.
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