Planning Analysis:
Class 2: Writing Planning Reports


The class overheads (shown below) and examples (not on the Web site) can be downloaded in Word97 format by clicking here. You can also find a set of sample planning documents here.

Characteristics of Efficient Documents

Some Examples…

 Non-Technical vs. Technical Writing

The eagle is the noblest bird. This large and awesome creature perches on the highest cliffs, scanning the earth below. Against the sun, he presents a dignified and formidable silhouette, in full command of his world from his solitary perch. The eagle’s majestic demeanor, independence, pride, and spirit symbolize American values.

Or

The bald eagle, Haliaeetus leucocephalus, is named for its snow-white head. One of the sea eagles, it nests along fresh or salt waters in polar regions of the northern hemisphere. In recent years, the number of bald eagles has been much reduced, and they are now most numerous in Alaska. The adult is blackish brown, with a snow-white head and tail.

Poor Technical vs. Effective Technical

At this point in time, we are presently waiting an on-site inspection by vendor representatives relative to electrical utilization adaptations necessary for the new computer installation. Meanwhile, all staff are asked to respect the off-limits designation of said location, as requested, due to liability insurance provisions requiring the on-line status of the computer.

Or

Hardware consultants soon will inspect our new computer room in order to recommend appropriate wiring. Because our insurance covers only an operational computer, this room must remain off-limits until the computer is fully installed.

Taken from: Technical Writing, John M. Lannon, 1986.

Passive vs. Active Voice…

Passive Voice

Labor costs for this project were underestimated.

If our claim is not settled by May 15th, the Better Business Bureau will be contacted, and their advice on legal action taken.

U.S. Census data were used to develop and indication of several housing trends in the area. Several indicators were chosen for our analysis. These indicators included number of units, housing value, and housing condition. These data led to conclusions about housing trends.

Active Voice

I underestimated labor costs for this project.

If you do not settle my claim by May 15, I will contact the Better Business Bureau for advice on legal action.

We used 1990 U.S. Census data in our analysis of housing trends in the Eugene area. More specifically, we analyzed (1) number of units, (2) housing value, and (3) housing condition. Our conclusions are based on these data.

Some Technical Writing Tips…

"Delbecq" group meeting

"Nominal Group Process"

aggregate = total

demonstrate = show

optimum = best

subsequent to = after

utilize = use

in order = to

an analysis was conducted that was designed to solicit opinions from people who visit the area in Suttle Lake

Or

we surveyed people who visited the Suttle Lake area

Graphical Display of Quantitative Information

The following information is summarized from "The Visual Display of Quantitative Information", Edward Tufte, 1978.

Things to Avoid in Graphical Display…

    1. the representation of numbers, as physically measured on the surface of the graphic itself, should be directly proportional to the numerical quantities represented.
    2. Clear, detailed, and thorough labeling should be used to defeat graphical distortion and ambiguity. Write out explanations of the data on the graphic itself. Label important events in the data.

                    Size of effect shown in  graphic
Lie Factor =  ----------------------------------------------
                    Size of effect shown in data

Principles of Graphical Integrity…

Attractive displays of statistical information…

Accessible Complexity: the friendly data graphic…

Friendly Unfriendly
Words are spelled out, mysterious and elaborate encoding avoided Abbreviations abound, requiring the viewer to sort through text to decode abbreviations
Words run from left to right, the usual direction for reading occidental languages Words run vertically, particularly along the y-axis; words run in several different directions
Little messages help explain data Graphic is cryptic requires repeated references to scattered text
Elaborately encoded shadings, cross-hatching, and colors are avoided; instead, labels are placed on the graphic itself; no legend is required Obscure codings require going back and forth between legend and graphic
Graphic attracts viewer, provokes curiosity Graphic is repellent, filled with chartjunk
Colors, if used, are chose so that the color-deficient and color-blind can make sense of the graphic Design insensitive to color-deficient viewers; red and green used for essential contrasts
Type is clear, precise, modest Type is clotted, overbearing
Type is upper and lower case, with serifs Type is all capitals, san serif

 

Guidelines for Tables & Graphs…

(i.e., it would be difficult to present in text form or the reader could best understand the data through a table or graph)

table or figure #

title (short and accurately descriptive)

subtitle (if necessary…time frame, clarifying phrase, etc.)

axis titles in graphs

footnotes to clarify data if necessary

settle on font style and stick to it

readable font size

right justify or decimal align numbers

shading to highlight column titles

appropriate column widths

reasonable number of bars

General Planning Report Structure…

Report Writing Tips

Write early, write often...


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This page maintained by Bob Parker, ©2002
October 07, 2003