Many organizations require staff members to complete an analysis or a report. This practice is typically conducted to monitor how well the firm is performing. Some companies require staff members to complete reports on a regular basis ranging anywhere from hourly, daily, weekly, monthly, or annually depending on organizational policies. In preparing these reports employees may also need to consider the best delivery system. In other words, how the information can best be transmitted. The presenter, for example, will determine whether the report would be more effective if it were presented in a visual manner or merely as a document for distribution, or if both formats may be used. This means that the staff or team members developing the report must assess whether a visual presentation would enhance the effectiveness of the data being transmitted or whether a document presentation will suffice.
When I was employed as the Marketing Director of a mortgage and loan firm, I produced audio, video, and graphic design projects for promotional purposes that were published on various communication channels. In addition, I maintained a daily blog where I authored and posted articles that were relevant to the mortgage and loan company. I also managed the firm’s social media networks. To keep the founders apprised of the activities, I created a daily social media activity report that outlined the communication the firm had received. This included data collected from feedback and blog comments, as well as updates, new connections, birthday celebrations, and pertinent consumer data that was gathered from other outlets including, WordPress, YouTube, Facebook, Twitter, and LinkedIn.
This informal report was to provide upper management a quick overview of the daily activity from the firm’s social media networks. The template format that I developed for this report was a simple design that made gathering and plugging in the stats an easy process. This strategy was designed to keep production costs low. Large corporations on the other hand, develop more elaborate and detailed analyses because they have access to more resources including additional staff members and bigger budgets.
On Wednesday, we will continue this conversation by taking a closer look at the role visual aids play. Until then … stay organized!
Strategy is about making choices, trade-offs; it’s about deliberately choosing to be different. – Michael Porter
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