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Finance reports should not be mysteries

Whether writing an email or a 20-page report we tend to think of it needing a beginning, middle and end. This encourages us to write something along the lines of:

Here’s a problem ==> This is the cause ==> Analysis of possible solutions ==> recommended solution

The problem with this structure, for busy people at work, is that the important bit is at the end. They have to work through all your analysis to get to the answer. Report-writing is not (or should not be) a way for you to show off about all the analysis you have done.

A better way is to focus on the needs of the reader rather than the vanity of the writer by bringing the end of the story to the front of the report. Tell the reader the recommendation first and then explain why. This means a structure along the lines of:

Recommended solution to a problem ==> Explain why ==> Suggested route to implement the recommendation

Basically this is a What–Why–How structure. It has two key advantages:

Try this technique next time you are planning a report.

Gary Bandy Limited is a company registered in Cardiff, number 5660437.

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