Course Content
Introduction to Communication
Offers basic defintions, objectives and principles of effective communication. Describes the major barriers to effective communication. Describes the different methods of communication, formal and informal communication styles, systems and devices.
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Written Communication & Business Correspondence
Business correspondence, often written, forms an important part of the communications process for accounting or business professionals
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Oral Communication & Presentation Skills
This topic helps the learner understand and navigate the requirements of any oral communications in a corporate environment
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Non-Verbal, Visual, & Electronic Communication
Communication is not always oral or written. Non-verbal, visual and electronic communication is equally important in any social environment.
CPA Communication Skills

Topic 2: Written Communication & Business Correspondence

 

Lesson 4: Report Writing and Proposals

 

Reports and proposals are analytical documents that drive decision-making by presenting researched information and recommended actions.

 

Report Writing:

 

  • Definition: A formal, structured document that conveys information, analysis, and findings on a specific topic, often ending with conclusions and recommendations.
  • Types of Reports:
    • By Frequency: Routine (periodic) vs. Special (one-time, investigative).
    • By Function: Informational (presents facts) vs. Analytical (interprets facts and recommends).
    • Statutory Reports: Legally required (e.g., Annual Reports, Audit Reports).
  • Structure of a Formal Report:
    1. Preliminary Sections: Title page, Letter of Transmittal, Table of Contents, Executive Summary.
    2. Main Body: Introduction (Terms of Reference, methodology), Findings/Analysis, Conclusions, Recommendations.
    3. Supplementary Parts: Appendices, Bibliography.

 

Proposal Writing:

 

  • Definition: A persuasive document aimed at securing approval, funding, or agreement for a plan or project.
  • Types: Solicited (in response to a Request for Proposal – RFP) and Unsolicited (initiated by the writer).
  • Key Contents: Statement of the problem/opportunity, proposed solution, methodology, timeline, budget, and the qualifications of the proposer.

 

Graphic/Pictorial Presentation:

 

  • Definition: Using visual elements (graphs, charts, diagrams, photographs) to convey data, concepts, or emotions, supporting or replacing text.
  • Importance: Simplifies complex information, emphasizes key points, increases audience retention, and makes presentations more engaging.
  • Channels: Graphs, diagrams, flow charts, maps, infographics, and photographs.