Identifying Your Purpose and Scope
Before writing a report, you must understand why you are writing it and what it should cover. The person assigning the task typically provides a Terms of Reference (TOR), which:
- Defines the problem to be addressed
- Specifies the report's scope (who will read it, what needs to be done)
- Gives clear instructions on expectations
For a deeper understanding of how TOR fits into professional Report Writing Essentials: Formal Communication for Professional Decisions, explore the foundational principles of formal reporting.
Knowing Your Audience
Understanding your readers is critical. Your audience may include:
- Superior officers (your boss, chief warden)
- Colleagues and counterparts
- Subordinate employees
- People from other organizations, shareholders, customers, or the public
Why audience matters:
- Helps you tailor the language and level of detail
- Influences your relationship with the reader (favorable vs. antagonistic)
- Affects how the report will be received and what decisions are made based on it
- A careful report writer analyzes the audience's attitude and background to present findings intelligently
To see how audience analysis applies across different document types, review Business Writing Essentials: Memos, Letter Reports, and Circulars which covers adapting tone for internal and external readers.
Data Collection Methods: Primary vs. Secondary Sources
Once you know your purpose and audience, the next step is gathering data. There are two main source types:
Primary Sources
-
Personal Observation
- Seeing with a purpose: observing a specific behavior, incident, or trend firsthand
- Gives first-hand knowledge, but has limitations
Tips for effective observation:
- Fix in your mind what you want to gather
- Observe without the subject knowing (uncontrolled observation) to avoid them altering their behavior
- Do not take notes during observation if it will affect the process; write after the fact
- Use your "mind's eye", avoid personal biases and prejudices
- Concentrate on the specific habit, trend, or quality you are studying, ignoring distractions
Limitations of observation:
- What you see may not always be true (first impressions can be wrong)
- It can be slow, you may have to wait for the event to occur
- It is often costly in terms of time and resources
- Observation can report behavior but cannot fully interpret it (you may need further observation to understand reasons)
- It should not be used as the only method; treat it as a starting point
-
Investigation
- A complementary method alongside observation
Secondary Sources
-
Library research, reviewing existing reports and publications
-
Internal records, previous reports within your organization or institution
-
Internet/search engines, readily available but caution is needed
Cautions for Internet research:
- It is easy to get deviated from your main topic
- Not all online data is authentic or relevant
- Use specific words and phrases to stay focused
- Avoid visiting unrelated search engines that tempt you with irrelevant content
- Verify data from multiple channels for authenticity
For a structured breakdown of how different types of reports utilize these sources, see Types of Reports: Short, Technical, Informative, Analytical, and Routine Reports Explained.
Telephonic Interviews
In a technology-driven age, telephonic interviews are a common data collection method.
Advantages
- Accessibility: Reach people in different locations easily
- Time-saving: No need for travel
- Lower refusal rate: People are more likely to answer a call than a face-to-face request
- Wide coverage: Can contact many people across different geographical regions
Disadvantages
- Limited non-verbal cues: You cannot observe body language, facial expressions, or other non-verbal behavior (though video calling may partially help)
- Detailed data is hard to get: Respondents may not provide in-depth answers over the phone
- Time constraints: Both parties have limited time; unexpected answers require on-the-spot adjustment
- Risk of wrong information: People may give false details or have someone else respond on their behalf
- Difficulty verifying identity: Age, nationality, or honesty may be unclear
Best Practices
- Proper planning and preparation are essential
- Frame specific, focused questions to elicit the responses you need
- Be ready to adapt your questioning if the conversation takes an unexpected turn
- Use telephonic interviews for immediate information needs, but be aware of their limitations
To see how these interview skills align with formal meeting documentation, read Business Meeting Documents: Notice, Agenda, Minutes & Email Writing Tips for guidance on recording decisions from such interactions.
Key Takeaways
- Start by understanding the Terms of Reference, the problem and scope
- Analyze your audience, their background, relationship to you, and attitude
- Collect data using a combination of primary sources (observation, investigation) and secondary sources (library, internal records, internet)
- Personal observation provides first-hand knowledge but has biases and limitations, never rely on it alone
- Telephonic interviews offer convenience but lack depth and non-verbal cues, plan your questions carefully
- Always aim for authenticity and veracity in your data by verifying from multiple sources
For an in-depth look at how these strategies culminate in larger academic projects, explore Understanding Thesis and Project Report Writing in Technical Communication.
welcome back to lectures on soft skills and as we are dealing with the writing section in which we have been discussing report writing in the in the previous lectures we discussed reports their definitions importance objectives and types it is time now we understood the
various strategies that can help us write a report now suppose you have got the task of writing the report so we will start thinking as to how should we go ahead now here the two lectures that follow will tell you the various strategies
when you have been assigned the task of writing a report there are certain things that you should know the first is identify your purpose and scope and then determine your audience choose the right method of data collection organize the material and then make an outline
now what actually do we mean by identifying our purpose and scope let us ask ourselves why you are writing this report so when you ask yourself this question first you would like to know who give you this task of writing the report because the person who assigns
you this task also provides you with a terms of reference which in short is called t o r this t o r or terms of reference it actually gives you an instruction where it is mentioned very talks about the problem and it also tells you the scope
meaning thereby who will read this report what actually is to be done in the report so once you get to know about the problem the task becomes easier as i have said earlier know your readers who are your readers because when you know your readers you will be able
to orient your report in terms of the language use in terms of understanding the problem hence it is quite significant let every report writer should spend some time in understanding the scope of ones report imagine as a student when you were a mess
secretary your chief warden assigned you the task of writing a report on the functioning of the messes because he has of late received certain complaints and then he wants to bring in certain changes but for that you have been assigned the task of writing a report now
you understand the problem the problem is to write a report on the functioning of the message now you understand your topic once you understand your topic you would also like to know what sort of changes your chief warden wants of
course he may simply give you an idea ah say about timing say about the food quality say about the frequency of vegetarian meals or about the sweet dishes or whatsoever now in such a situation you are actually aware of the problem and that is mentioned in the terms
of reference so once you have the terms of reference ready with you now you can proceed and when you proceed you also know that the audience i mean the readers of your report you you at times can ask who will read the report because
the task has been given to you by the chief warden now once you know the audience who can read your reports maybe not only the chief warden but then ah dean students welfare then the deputy director maybe the director so you have to understand and this is simply
an example but there can be other problems also where you have been assigned the task of writing a report and then you need to understand who your readers can be your readers can be your superior officers if you are in an organization and you have been given the task of writing
a report so your report may be read by your superior officers then sometimes it may be read by your colleagues counter parts it may also be read by subordinate employees ah it may also be read by people of other organizations shareholders customers and members
of public now knowing the audience or the reader of your report how does it help and you will be able to understand not only their background but you will also understand your relationship with them your relationship with your superior boss or officer may be very
good but then your relationship with other people whom you do not know may not be that good so now it actually gives you a sort of liberty to use language in such a manner that it suits everyone of course we will have a separate
lecture as i said on report language but then relationship works a lot when it comes to taking decisions now somebody ah in an organization where he has to report or submit the report to his immediate boss may at times also be harsh with the employee
so in such a situation because on the basis of your report some decision needs to be taken now if the boss is not favorable you know you have to understand the attitude of your readers because your readers may have at times very good attitude towards you but its not
true that every reader of yours will have the same attitude may be your reader is favorable and your reader has the same background as yours so the report will be understand better but if the reader is antagonistic meaning thereby
if the reader is hostile reader is inimical reader is not favorable so naturally he will not be able to understand the implications of the report that you have submitted and any decision that is going to be taken on the basis of this result may not be that good
so much depends upon the familiarity of the reader and also upon the attitude of the reader so by knowing your reader you actually your task becomes easier and you know careful report writers ah they actually not only analyze it in a very intelligent manner but they also
present it in such an intelligent manner that even if a decision is going to be taken on the basis of such a result it is not going to harm people it is not going to harm other departments that is why every organization actually needs some intelligent people to
write reports now having understood your readers or your audience now is the time because you know initially we had said that you need to identify the problem you need to identify the scope how much it will ah effect and then you also
need to understand the background of your reader so once you understand the background of your reader now your task becomes easier so you have now to collect the data as we have said that a report is based on the analysis of the data the data is to be analyzed and
interpreted but then where should be get the exact data thats the question sometimes you are provided with the data sometimes you do not have the data you have to invent the data you have to work out the data you have to find out
the data but then sources are available now what are the various sources from which you can have the data you can have data either through personal observation i mean there are various ways of data collection but initially the first step that you can
take is to have the primary source and primary source can be no better than yourself you you know as an individual you have your eyes open ah you have your mind open and and you can make certain observations so personal observation is one very important ingredient
ah which can help in data collection we shall discuss what is personal observation and then investigation so there are two sources of data collection the first is primary source and in primary source we have personal observation and investigation
now suppose you come across certain things and that maybe your own observation but then you actually need to authenticate it you need to verify it so how will you do that for that you require a secondary ah method and the secondary method can be library
suppose ah we are writing a report on air pollution you are writing a report on waste disposal fine now for that the secondary sources are the library nowadays people even you know they do not have the time to visit librarys what they do is they simply google they actually
ah make internet searches but you know as intelligent guys and as intelligent individuals especially the younger ones when they start making use of search engines sometimes or the other they actually get deviated i mean ah the basic aim of data collection
for a particular ah problem goes deviated because while he is making use of search engines he also starts visiting some other engines and and sometimes he is actually led to some other engines where he may not find the relevant the authentic data so and then you can also
have the internal records as we have said that every organization will have certain reports specially in educational institutions suppose you are working on a particular problem if you visit the library ah library also is an internal source of an academic institution
where you will find there are several reports available fine so you have to find out how helpful these reports are and of course internet is ah easily available from where you can make searches but remember you have to be very careful while you are collecting data
either through internet or through internal sources you know at times people get lost and they get deviated when they are collecting data there are several ways of data collection and the first of them is personal observation
personal observation then telephonic interviews personal interviews and questionnaires these are some of the ways through which you can collect data for a report now let us discuss what actually is personal observation the word observation ah is actually a blend
of two words observation so the observation ah in its origin ah can be ah understood as seeing with a purpose suppose you want to know the flow of traffic on sunday and for that you want to have a personal observation you know people people can tell you something
if you ask people you want to collect data from people they can ask you something but then since you want to have a personal observation or you want to see it with your own eyes what you are going to do is you actually want to see how your own observation works
but before that let us also try to understand ah what exactly what sort of your readers are and and once you know the readers then you start personal observation now in personal observation what you will do is you may yourself go and make some observations because you
will see it with your own eyes but remember it has certain limitations as well while we will discuss personal observation in details but before that let us also try to understand how the readers knowledge can help us in data collection i mean there can be different categories
of readers first is a primary reader primary reader naturally will be your boss who has assigned you the task of report writing second reader may be somebody else then ah there may be readers outside the organization ah with whom you have got a business relationship
and how they have a particular or they have an expertise or they have some amount of knowledge on that aspect because you know any person who is unaware of a particular problem his reactions to your report may be different and not only the reactions but the expectations
also vary many people when ah they assign you the task of writing the report they have their own expectations also but remember as a report writer you should go your own way and you should work on the data but you should never
be influenced you know once you are influenced the report will tend to be biased so it is time you put all your biases ah aside and you start working on your own data that is why personal observation comes into picture now since observation is to see with the purpose
and when you go to collect the data no be careful it is it is not only observation rather you need to understand that you are making an observation with a purpose and the purpose is to collect the data of course when you are making an observation
there are certain external factors also that may at times affect you fine sometimes ah you may get deviated also sometimes ah as it can be said what you see may not be true isnt it to see with your own eyes you believe that it is true but may be sometimes you are
seeing what you actually want naturally that way you will be biased isnt it so what you should do is you should actually first fix in your own mind what you are going to ah gather the data from this observation because your main aim through observation
is to investigate behavior you may at times also look at a person and and if you observe at a person you may also come across you may even imagine ah by some of his ah say ah facial expressions some of his non verval cues you may arrive at certain conclusions
but remember whatever you come across may not be true also you look at a speaker when he comes to the classroom or when he comes to the hall to deliver the lecture and the very first glance that you cast at him it actually suggested that he was ah in a very
tired you know way or his face showed some ah symbols of tiredness or a physical ah you know element to something like that or some sort of frustration but when the man started then you realized oh god perhaps my observations about that person ah were wrong
same is the case when you are making observation you are collecting data you know it can only when when you are so what is the mental state of the person that is very important moreover if you are observing a particular incident you know you are observing it only then you
perhaps do not understand background also in the background also there may be certain things so observation can be controlled it can be uncontrolled if you ask a person ah that i will meet you tomorrow to discuss a particular problem
now what will happen so this person will be more than ready he will also think of so many questions that you can put him or he can actually dress in such a manner in order to hide a certain things so when you are going to observe please see if it is a controlled observation
or uncontrolled observation but if you suddenly meet a person and you make observation so the person does not know that you are observing because you know when a person knows that he or she is being observed they may tend to bring certain changes
hence the need for the observer or for the person who is collecting the data is to ensure that he is observing a person without his i mean without the other parties understanding that he is being observed moreover you should also understand how observation as a method
is going to help in data collection of course it is the first hand knowledge that you get through observation but then will the first hand knowledge work as a representative data because it is only the first step in the data collection that may be verified letter also
but if you observe a person for three days or if you observe at an incident ah if you observe at the traffic flow for three days regularly of course you may have some idea but remember when you are observing you should also ask yourself who is the person who whom
you want to observe and why you are observing him moreover also be clear about what you want to gather through this observation a particular habit a particular trend a particular quality of the person that also are to be taken into consideration
careful people ah may decide it in such a manner that they may take notes but remember while making an observation while making an observation of a person and if you take notes that may once again affect the entire observation process that is why i said when you are making
observation let others not understand that they are being observed otherwise ah they will get more prepared and the basic purpose of your observation will be defeated moreover you should also be aware of your own biases please do not see what you only
want to see sometimes ah you are deviated as i said earlier you are deviated because while you are making an observation you start observing something else and that will actually defeat the basic purpose of making observation now one needs to take certain precautions
when observation is being done say for example you are making observation and you feel ah that there are certain things which obstruct isnt it certain things which obstruct for example you are observing a person we will suddenly change his posture he will change
his gesture he will change his expression so you have to be very particular about all these please ignore that but then while ignoring this also concentrate on what you are observing because you are going to make observation as a process of data collection another thing
that you must be very particular about avoid being prejudice sometimes we ourselves get prejudice and and we see what exactly is not there i mean here the advice is use your mind s eye sometimes your physical eyes actually deceit you in a number of ways because all
of us are human beings and we are obsessed with certain emotions at times so the need at this hour is not only to keep your obsessions aside but to see it from your mind s eye when you see it from your mind s eye perhaps you will be in a better position
to understand observation as a method of data collection at times you may also record observations you know nowadays ah you have several facilities of course these facilities have not only ah facilitated but at times they are irritated also suppose you are recording a person s
ah behavior fine but if you are recording it in a very hidden manner and you later disclose it that may once again ah create a lot of problems so while you are recording certain things please see you are to be very specific there
is nothing called overall recording i mean as an observer or as a person who is going to collect the data he has to be very specific of course if certain things specially if the data is of very crucial nature ah if if you are ah going to report if you are going to
calculate ah if you are going to ah have a data on a particular ah say incident or something like that say as i said traffic flow ah nobody nobody is going to ah harm you here nobody is going to affect even if you are writing but remember if you are simply watching a
person and then writing maybe that can ah result in a very negative manner of course one should always keep the pen and paper ready ah intelligent people what they do is they actually have a very good memory and ah while they make observation ah once they come ah
from that incident or from that place or from that person ah they write it but remember the display of pen and paper during observation either of a person or of a particular incident where you never know because you know any ah momentary changes may affect your data
collection hence the need is that you need to be very particular you need to be very careful and cautious while you are collecting data through observation now there are other ways also as i said it is not only the primary one primary ah primary
source is observation and then investigation the secondary sources are as i said internet internal sources and then library so when you are going to make use of ah internal sources you need to be very specific once again because your main aim is to collect data suppose you
want to collect data on air pollution and while you go to the library suddenly you are taken to a different you know zone where you get ah books on air of course but it is of different nature so naturally it will help you sorry it will
misguide you and allow you to waste your time hence if you are making use either of a library or search engine please use them very carefully it is always advisable not to visit other search engines but then when you have gathered data on a particular topic for data collection
ah in order to verify you can visit some other ah engines but remember there should not be too much of ah say differences sometimes ah there may be data which are available on other engines but then your topic there has no there has got no relevance at all dont allow yourself
to visit other search engines because a particular word or a particular phrase only entices you or tempts you it is always better to use a specific words and phrases in order to get the right information of course in order to have veracity and in
order to have authenticity as regards your data collection you may verify from other channels or from other search engines but it is advised not to misuse your time and energy by unnecessarily ah visiting other search engines just for nothing
now what are actually the disadvantages of course observation as a primary source is very beneficial because it gives us the first hand knowledge but remember you should not confine or you should not end up using observation as the only method to data collection because
observation has got certain limitations sometimes people feel ah that such an incident happens frequently no and that is that is the bias that we carry may be on a sunday you want to ah watch the traffic flow on a particular road if you feel
that on all other sundays this may happen perhaps you are in the wrong impression because some other sunday the weather may not be that sound it may be very stormy it may be a rainy day the traffic may not be there so please see that observation as a method has certain
limitations moreover time is very important observation is very fast but if you want to use observation as method of data collection it may actually be very slow and sometimes depending upon the nature of your data collection you have to wait for
a particular thing to happen and maybe that doesnt happen so as a method of data collection it is costlier also because you cannot go and observe each and people when in terms of ah having a data collection on the behavior aspect of people moreover if you want to have
a particular person for ah observation as a method of data collection maybe he is not available also maybe ah there are certain other obstructions also so it is always advisable that you should not end up using observation as the only method
of data collection but rather understand that it is the first hand knowledge that you get from observation observation can report behavior rather it cannot interpret it because you know there are different regions for a person to behave in such a manner and for that ah
you you cannot for that again you have to ah have another observation so it is an unending process hence the information that you have curled from observation ah serves only as a firsthand knowledge or information since you cannot
confine yourself to using observation as the only method for data collection there are other ways also for data collection and one of them is through telephonic interview in an age governed by technology contacting people on telephones has become very easy
but then using it for data for the purpose of data collection there are of course certain advantages as well as certain disadvantages what are they the advantages are that of course ah if you if you want to ah collect data about a person or about so many people on a particular
aspect you know people are spread out in different locations of the world in different states in different geographical regions and its very difficult to contact them ah physically i mean going to meet them and understanding ah their nature ah trying to ah get the answer
of a particular question or on a particular ah aspect so in such a situation telephone helps in saving time and also it also helps from the regards of the journey its very difficult ah going to so many people you know people are spread out as i said so it is here that
telephone comes into being and we can collect data but remember when you are eager to collect data on telephone through telephonic interviews of course the advantages are that people are accessible ah thanks to the mobile technology
whatever part of the world people are in or whatever part of the country they are in you can reach them telephonically because and on telephones there is less chance of refusal you may you may call a person and because he doesnt know
so the refusal rate is very less so people may be contacted very easily through telephones moreover lot of people can be reached you know telephone can cover wide range of people spread out in different geographical locations of the world but remember talking of a telephone
in a casual manner and talking on a telephone with the purpose of data collection or for a specific purpose these are two things there s a lot of difference isnt it so in order to elicit information through telephonic interview you require proper planning
and for that you have to meticulously plan your questions as to which questions you will ask you are not as clever as professional interviewers or ah professional people who know but then of course you can also plan and when you plan you have to frame the questions
but remember frame only specific questions through which you can elicit answers and and thats a difficult but then its a challenging task so proper planning also there are certain difficulties even though there are certain
advantages you know you have to require here you are not going to see the person oh nowadays with the video calling facility you can see the person also but remember when you are going to elicit certain responses from the people it is not only that you attach importance
to their words rather you have also to attach importance to their non words that is ah their non verval behavior moreover we cannot always say that telephonic interview only has got advantages one should also be ready for the disadvantages because
when you understand both the advantages and disadvantages that will actually help you frame the questions in a very meaningful and in a very subtle manner how if you if you are contacting a person over telephone you may ask questions
but then you cannot allow the other party or the other party may not allow you to provide you with the detailed data detailed data is not available even if the person i mean even if as an interviewer you want to throw all sorts of questions and and you are not going
to pay for it thanks to you you actually nowadays people can contact people even without paying something but even in such a condition there are people who may not reveal all sorts of data over telephone moreover even if you try to make an observation
through visuals and all it is in a way limited there are certain limitations of course when we didnt have this video calling facility moreover can everybody has this video calling facility i i i dont think so so when a person who actually wants to collect data based on
telephonic interviews there are at times ah disturbances and there are at times difficulties as you may not know a person whom you are not able to see on the voice call you may not understand his age you may not understand his nationality you may not understand whether
he is trying to hide or whether he is trying to orient the information so moreover from the interviewer point of view he doesnt have much time you also do not have much time because if in the midst of your question answer session if if he puts
in a different sort of answer you are not prepared to create a sort of orientation for further questions hence there are certain disadvantages when you are going to have a data collected ah through telephonic interviews but then sometimes ah there are people also
if if you know in the olden times when we used to contact people on their landlines may be people out of fear may give you some wrong information or may tell somebody else to respond on his behalf saying ah that he is not available so there are so many limitations
in this ah type of in this method of data collection through telephonic interviews hence as a keen observer and as an intelligent interviewer you need if if you know if you want to have information which is of immediate need for that you can ah contact the persons on telephone
but specially for ah interview or for data collection ah there are certain limitations but then you are free to use your own mind as how to frame questions in order to get the required response you know interviewing somebody either over telephone or ah face
to face is a very challenging job but remember even if it is challenging there are rewards associated with it of course this method ah of ah gathering information ah through telephonic interview has got certain limitations we shall also talk about some other methods
of data collection in our next lecture thank you very much
To analyze your audience, identify who will read the report (e.g., superior officers, colleagues, or the public) and assess their background, attitude toward you, and their expectations. This helps tailor the language, level of detail, and presentation style to ensure the report is received favorably and supports informed decision-making.
Primary sources involve collecting original data directly, such as through personal observation or investigation, giving firsthand knowledge but requiring careful handling to avoid biases. Secondary sources use existing data from libraries, internal records, or the internet, which are convenient but need verification for authenticity and relevance to avoid misinformation.
A Terms of Reference (TOR) is a formal document provided by the person assigning the report that defines the problem, specifies the scope (including the audience and required actions), and outlines expectations. It is crucial because it guides your research and writing, ensuring you address the correct issues and meet the report's objectives without unnecessary deviations.
Effective observation requires clear focus on the specific behavior or trend being studied, observing unobtrusively to avoid altering the subject's behavior, and recording details after the event to avoid distraction. It should be used as a starting point, not as the sole method, since personal biases can affect accuracy, and further observation or methods may be needed for complete understanding.
Telephonic interviews offer accessibility without travel, save time, and have lower refusal rates, allowing wide geographic coverage. However, they lack non-verbal cues like body language, making detailed or deep data hard to obtain due to time constraints, and there is a risk of receiving incorrect information or difficulty verifying the respondent's identity.
Internet research is convenient but can lead to deviation from the main topic and expose you to unauthentic or irrelevant data. To ensure veracity, use specific search terms, avoid distracting content, and verify findings from multiple sources, as not all online information is reliable for professional reports.
To ensure data authenticity, combine primary sources like direct observation with secondary sources such as internal records or verified internet data. Always cross-check findings from multiple channels, avoid relying on a single method, and critically evaluate the credibility of each source to maintain the report's integrity and accuracy.
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