商务报告写作.docx
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商务报告写作.docx
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商务报告写作
商务报告写作
一、简介
二、样本
三、常用表达方式
一、简介
I. Background Knowledge 商务知识
商务报告是商贸公司、企业为交流信息而使用的一种文书形式,它以书面形式给阅读者提
供有关信息和数据,以供参考。
商务报告的应用广泛,内容包罗万象,主要包括财务(Finance)、审计(Audit)、损益(Profits
&Losses)、投资(Investment)、年度(Annual)、生产(Production)、销售(Sales)、市场分析
(Market Analysis)、人事(Personnel)等。
商务报告的写作目的通常不止一个,主要可以归纳为以下几点:
1)提供信息; 2)记录
备查; 3) 提出建议; 4) 说服劝导。
商务报告的分类方法多种多样,目前最通行的划分标准是根据其正式程度将商务报告划分
为非正式报告(Informal Report)和正式报告(Formal Report)。
按照不同的格式,非正式商务报告可以分为便函体报告(MemoReport)、书信体报告
(Letter Report)、简短的文件体报告(Short Document Report)。
按照不同的内容,非正式商务
报告又可以分为可行性报告(FeasibilityReport)、事故报告(IncidentReport)、调查报告
(1nvestigativeReport)、进度报告(ProgressReport)、公差报告(TripReport)及建议报告
(Proposal Report)等。
便函体报告与书信体报告的主要区别在于两者流通的领域不同,前者主要在公司内部
使用,而后者一般是写给公司以外的人或机构。
与便函体报告相比,书信体报告比较正式
些,这主要是因为书信体格式要比便函体格式正式。
正式商务报告一般篇幅较长(5 页以上),牵涉的问题复杂、棘手,包含的信息量很大,
流动的方向包括内向型,即在公司内部流通,和外向型,即流通到公司外部的机构或个人
手中。
正式商务报告主要在以下几个领域有较广泛的使用。
(1)科研人员汇报重大科研成果
(2)咨询公司向客户提交的项目评估和发展规划
(3)公司的分析人员预测本公司的业务前景及表现
(4)公司员工报告其它棘手问题
正式商务报告的一个显著特点就是它号是采用一种非常正规的文件体格式:
I.Preliminary Part(前页部分)
1.Title F1y(标题衬页)
2.Title Page(标题页)
3.Letter of Authorization(授权书)
4.Letter of Transmittal(报告传达书)
5.Table of Contents(目录)
6.List of Illustrations(插图目录)
7.Abstract/Synopsis(概要)
II.Body Part(正文部分)
1.Introduction(导言)
2.Text(主体)
3.Ending(结尾) —Summary (总结)
— Conclusions(结论)
— Recommendations(建议)
III.Appended Part(附录部分)
1.Appendix(附录)
2.Bibliography(参考书目)
二、样本
II. Business Reports 商务报告
1. Accident Report
Accident Report
MEMORANDUM
To:
____, Safety Officer
From:
____, Foreman of Section 4, Workshop 2
Date:
July 20, 2003
Subject:
Personal-Injury Accident in Section 4, Workshop 2, June 10, 2003
Introduction
On June 10,2003,while Thomas Taylor was operating a grinding machine, a flying particle from
the machine part that was being ground hit his left eye. If Mr. Taylor had put on the safety goggles,
this accident would have been prevented. But Mr. Taylor did not wear the safety goggles. To
prevent further such accidents, I have explained the cause of this accident to all grinding machine
operators.
Accident Description
On June 10, 2003, at 10:
5 p. m. , Thomas Taylor, operating grinding machine # 16, accidentally
saw a chisel on the ground. As he was stooping down to pick it up, he got close to the machine
part that was being ground and a heavy flying particle from the machine part hit his left eye. The
cornea of the eyeball was slightly injured. While an ambulance was being called, Susan Wilkins,
R. N. , administered first aid at the plant dispensary. There were no witnesses to the accident.
The ambulance from Peace Hospital came at 10 :
45 p. m. , and Taylor was admitted to the
emergency room at the hospital at 11 p. m.. He was treated and kept overnight for observation,
then released the next morning.
Taylor returned to work one week later, on June 17. He has been given temporary duties in the
tool room until his injury heals.
Conclusions About the Cause of the Accident
All grinding machines are equipped with shield guards, which cover the upper parts of the
machines to eliminate the possibility that heavy flying particles injure the eyes of the workers who
operate these machines, If the workers stand operating these machines, there should be no injuries
to the eyes of the workers.
In addition to the protection of the shield guards for the eyes from heavy flying particles, all
grinding machine operators are provided with safety goggles and are requested to wear them while
working. However. Taylor ignored the safety regulations and did not put on these goggles while
he was working on June 10. This accident of course, could have been prevented if Taylor had not
stooped down to pick up the chisel while the machine was working.
To prevent a recurrence of this accident, I have conducted a brief safety session with all
grinding machine operators, at which I described Taylor's experience, cautioned them against
breaking the safety regulations and getting close to the machine parts that are being ground, and
stressed that all grinding machine operators must wear the safety goggles while working.
[译文)
事 故 报 告
备 忘 录
录收阅人:
安全科科长_______
撰写人:
2 车间 4 工段段长_____
日 期:
2003 年 7 月 20 日
主 题:
2003 年 7 月 10 日 2 车间 4 工段发生的工伤事故
引言
2003 年 7 月 10 日,托马斯·泰勒在操作一台研磨机时,左眼被机器飞出的碎片撞伤。
如果泰勒先生当时戴了护目镜,这次事故应该可以避免,然而泰勒先生却没有戴护目镜。
为避免此类事故的再次发生,我已经向所有研磨机操作员解释了这次事故的原因。
事故发生的经过
2003 年 7 月 10 日的晚上 10:
15,托马斯·泰勒在操作 16“研磨机时偶然看到地上有一
把锉刀,当他弯腰去捡时,由于靠近了正在开动着的机器,左眼被一大块飞出的碎片撞中,
眼球角膜轻微受伤。
在叫救护车的同时,注册护士苏珊·威尔金斯在工厂医务室为他进行
了急救。
整个事故没有目击证人。
和平医院的救护车于 10:
45 赶到,泰勒 11 点时被送进了急救室。
医院为他进行了治
疗,在留院观察了一个晚上之后,泰勒于第二天早上出院。
一星期后(即 7 月 17 日)泰勒恢复了上班。
他被安排到工具车间做临时工作,直到伤口
痊愈。
事故原因总结
所有研磨机都装有防护设备,机器的上部被罩住以防飞出的碎片撞伤操作人员的眼睛。
如果操作人员是站立着工作,一般是不会伤到眼睛的。
除有保护眼睛的防护设备之外,所有研磨机操作人员都配有护目镜,规定工作时要戴
上护目镜。
但是,泰勒在 7 月 10 日上班的时候违反了安全条例,没有戴上护目镜。
当然,
如果泰勒在机器运转时不弯腰去捡地上的锉刀,这一事故是完全可以避免的。
为防止此类事故的再次发生,我组织所有研磨机操作人员开了一次简短的安全会议,
会上我讲述了泰勒被撞伤的经过,提醒他们不要违反安全条例,不要靠近正在转动的机器,
并反复强调所有操作人员工作时必须配戴护目镜。
2 Periodical Report--MEMORANDUM
To:
Robert Olson, Safety Director
From:
Terry Miller, Safety Training Coordinator
Date:
May 3. 200___
Subject:
Safety Training Program for April 200___
Introduction
The training staff held one advanced training course for supervisory personnel and one basic
training course for rank-and-file workers in April. In May, we have scheduled one advanced
course and two basic courses. Until enrollment increases, we will consolidate scheduled classes.
The final version of the "Safety Manual", which is under revision, will be ready by May 10.
Work Performed During This Period
Two training sessions are not being well attended because this training is on a voluntary basis.
Unless this training is made compulsory, attendance will continue to be a problem.
Project Plans
The following classes are scheduled for May:
May 15 Advanced Course (Shop Superintendents and General Foremen)
May 22 Basic Course (Rank-and-file Workers)
May 29 Basic Course (Rank-and-file Workers)
Final editorial changes are being made in the Safety Manualf. The cover, spine, section dividers,
and final artwork for several drawings are nearing completion. The manual will be ready for
distribution by May 10.
译文:
定期报告
定 期 报 告
备 忘 录
收阅人:
安全科科长罗伯特·奥尔森
撰写人:
安全培训协调员特里·米勒
日 期:
200___年 5 月 3 日
主 题:
200___年 4 月的安全培训计划
引言
培训部 4 月份为管理人员和普通工人分别举办了高级培训班和普通培训班。
5 月份我
们计划举办一个高级培训班和两个普通培训班。
如果学员人数没有增加,我们将按原计划
开班。
正在修订的《安全手册》最新版本,将于 5 月 10 日出版。
这一阶段的工作情况
由于这次培训是自愿性质的,两期培训班的参加人数均不够理想。
如果不采取强制性
的培训措施,参加培训的人数仍将是一个问题。
今后的计划
下面是 5 月份的课程安排:
5 月 15 日高级班(车间主任和工长)
5 月 22 日普通班(普通工人)
5 月 29 日普通班(普通工人)
《安全手册》的改编工作正在进行,封面、书脊、章节划分、美术设计都已接近尾声。
5 月 10 日该手册即可发行。
.3 Trip Report
Trip Report
MEMORANDUM
To:
Jack Pittman, Vice-President
From:
Bill Davis, Purchasing Manager
Date:
June 13, 1999
Subject:
Visit to Discuss Purchase of Neodymium Oxide from Yong Kang, Shanghai. June 6-10
Introduction
I visited Shanghai, China from June 6 to June 10. During my stay there, I met with the
representatives from Yong Kang Metals, Ltd. and discussed with them a long-term agreement on
their selling us neodymium oxide at a reasonable price. I also explored with them the possibilities
of a transfer of our metal-making technology and equipment in return for rare earth material and
royalties.
Agreement Reached
The purpose of this visit was to find out whether it would be possible for Yong Kang to provide
neodymium oxide to us at a fixed price for a certain period. After several discussions, Yong Kang
agreed to sell us neodymium oxide at a fixed price of US $ __ per kilogram, C &. F U. S. East
Coast for a three-year period commencing in 1999 and including the following minimum
quantities in metric tons:
1999 30
2000 40
2001 60
Yong Kang representatives stated that the three-year price may change depending on the
allocation of foreign exchange for the Special Account.
Concern Expressed
During the discussions Yong Kang representatives expressed concern over the following proposed
contract points:
—International arbitration
—Official language
—Terms of equipment purchase
—Amount of royalty payment
These points call for further understanding and discussion and arrangements will be made for
another meeting.
Conclusion
The visit was successful. The meetings and discussions with Yong Kang representatives led to a
mutual agreement on several important issues and helped to identify other areas which require
further understanding and discussion. I will draft a copy of the meeting summary, fax it to Yong
Kang and ask them to make changes and then send us a copy by return fax.
译文:
旅 行 报 告
旅 行 报 告
备 忘 录
收阅人:
副总经理杰克·皮特曼
撰写人:
采购部经理比尔·戴维斯
日 期:
1999 年 7 月 13 日
主 题:
6 月 6 日至 10 日,去上海永康金属公司洽谈购买氧化钕的出差旅行
引言
6 月 6 日至 10 月,我去了中国上海。
在此期间,我会见了永康金属有限公司的代表,
并洽谈了按合理价格为我们长期提供氧化钕的问题。
我们可以向他们转让我们的金属制造
技术及设备,来交换他们的稀土材料及开采权使用费,关于这个问题我与他们也进行了磋
商。
达成的协议
此次出差的目的在于弄清永康公司是否能够以固定的价格为我们提供一段时间的氧化
钕。
经过几次协商,永康公司同意从 1999 年起以每公斤____美元的美国东海岸货价加运价
的价格卖给我们三年的氧化钕,每年至少提供:
1999 30 吨
2000 40 吨
2001 60 吨
永康公司的代表说,价格将随特别帐户的外汇分配上下浮动。
关心的问题
洽谈期间永康公司的代表就合同中提出的下列问题表示了关心:
——国际仲裁
——官方语言
——设备购买条款
——专利税支付数目
这些问题还需要进一步的理解和协商,我们准备再次举行会议。
结论
此次走访获得了成功,与永康公司的会谈与磋商就几个重要问题达成了一致意见。
只
要加强理解、不断协商,我们就能取得更多的共识。
我准备起草一份会谈总结,将其以传
真发给水康公司,请他们做出修改后再用传嗔发回。
4.Investigative Report
Investigative Report
I . Terms of reference
To investigate the possibility of the firm working 'flexi-time', and to make a report on the findings.
II. Procedure
A. All staff were interviewed on their needs for various time bands. Staff were then interviewed
on their preferences for various time bands.
B. A questionnaire was issued to all staff asking them to state which time band they wanted.
C. The work done by the staff was observed to see if it was necessary for all staff to be present
during 'core times' , and to ascertain when precisely these core times are.
III. Findings
A. Staff Needs and Preferences
Staff needs:
1. The major finding from intervi
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