How to write a formal company report

Written by glenna parks
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How to write a formal company report
Update stakeholders and customers with a formal company report. (shironosov/iStock/Getty Images)

Large and small businesses use formal company reports to educate employees and shareholders on changing policies, trends in the workplace and the company's change of focus. The report may also be published for the public and stakeholders, apprising consumers of the viewpoints of a company they do business with. Most often published annually, a formal company report analyses the past year's growth and corporate change while looking forward to changing products and services.

Skill level:

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    Report topics

  1. 1

    Analyse self-directed project teams in the company and the method's effectiveness. Provide data on results from successful ideas and compare to time used for training and discussion. Evaluate cost efficiency by contrasting money used implementing the practice to money made by its implementation.

  2. 2

    Define customer service. Assess how your company embodies it. List steps towards more successful customer service and provide realistic time lines for each. Determine what changes, such as additional staff or relocation of departments, might yield more effective customer service.

  3. 3

    Discuss ongoing training or career development. Weigh the costs and benefits to create an objective report of how such training may affect productivity and employee morale.

    Report format

  1. 1

    Write an introduction to shareholders. Include a summary of the report.

  2. 2

    Highlight last year's successes.

  3. 3

    Outline management analysis, including the most important topics.

  4. 4

    Include a report from an on-site or off-site auditor concerning the company's finances. Append additional financial information such as salary outlay, income and balance sheets.

  5. 5

    Add a corporate boilerplate statement with key company information, including mission statement and vision and values statements.

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