The proof, they say, is in the pudding. And a business advisor's pudding is their ability to
communicate business solutions through informative and inspirational reports. It is the
principal means by which their client will judge their worth.
So why is it that reports are usually written (and re-written) at the last minute? And
why do reports often read as though they have been generated by some kind of robot, not
a professional advisor from a practice with its own personality and voice?
Without enough planning, a report can seem unclear and uninformed, and it shows
little understanding of the client's needs. What a client usually needs is a clearly laid-out,
jargon-free and transparent solution to their financial or business problems. A report with
page after page of facts and figures, industry analysis and 'methodology' will be a report
written by a consultant for a consultant. It may allow you, the consultant, to showcase
your expertise. But it's unlikely to help the client grapple with the business challenges
they face.
So how do you provide your clients with clear insight that also demonstrates your
expertise? Here are a few simple techniques that could radically improve the quality of
your reports, transforming them into one of your practice's most powerful tools.
1. What exactly does the client want? The first fundamental error occurs even before
you begin to write. Time-stress ensures you lose concentration and instead points your
focus towards 'getting the job done.' The minute the focus of the report turns to 'getting it
written'; your client's needs become a side line and an irritation as opposed to the heart of
your report.
Asking direct questions guarantees that your report contains the right information for
your client. The chances are that you will have spent quite a lot of time with your client
before writing the report, so why not ask them what they want the report to include and
even how long they would like it to be?
If this isn't possible, why not spend some time thinking about your client's objectives
and the nature of their problems before tackling the report?
2. What do they need? What information do they need? What level of detail? How
much knowledge do they have already? What will they use your report for?
Spend a few minutes answering these questions before you write your report. This
can pay enormous dividends, as it means that you can focus on what the client really
wants to know. Think too about the key messages that you want to leave them with. How
are you going to ensure that these are clearly communicated in your report, and not buried
under less relevant information?
3. The difference between planning and structuring. Planning and structuring are two
very separate processes.
First, focus on brainstorming all the information that needs to go in the report.
Information that is essential for a client should take priority over information that is
unnecessary. Only once you have done this should you start thinking about the structure.
When deciding how your report will be structured, you must answer two crucial
questions: what information will go where and in what format? Be ruthless. There is a
distinct difference between 'essential' and 'important'. Only essential information should
go into the main body of the text. Anything that is not essential will only make the client
feel that their time is being wasted. Put 'important' detail, diagrams, references, figures
etc. in appendices or footnotes.
Make sure that you divide your report into logical sections, with clear and
meaningful subheadings that act as signposts for your client. Subheadings tell customers
where they can find specific topics and information.
4. Lose the financial buzz words and jargon. How many financial buzz words and
jargon do you use on a daily basis? How many of these words are truly meaningful or
helpful to your client? Buzz words and jargon will not convince clients of your
professionalism; nor will they demonstrate your superior business know-how: they will
simply cause confusion and frustration. Like you, most clients are inundated with
documents to read. The last thing they want is to waste time deciphering buzz words and
jargon. The same applies to over descriptive, 'flowery' language, acronyms and
abbreviations.
5. Show your personality. Finally; use reports to show that you offer a level of
personal service that exceeds mere 'number crunching'. Show that your consultancy
distinguishes itself with its own 'personality' and voice to suit your client. Address your
clients directly. Try and make your reports personal by using 'you' and 'we'. Avoid passive
generalisations such as, 'It is estimated that' or 'It is recommended that'. Clients want to
know that they are dealing with real people, so write, 'We estimate' or 'We recommend',
not 'It is estimated that.' Writing formal, accurate and concise copy does not mean writing
bland or impersonal copy.
Try to make all your writing as 'active' as possible. It is much more interesting to
read about organisations and individuals taking action rather than things mysteriously
occurring: 'X's Board reported a 38 per cent profit margin last year' instead of 'A 38 per
cent profit margin was reported last year.'
6. Executive summary. No matter how well structured and well written your report is,
some clients will feel they only have time to read the executive summary. This is
particularly true for senior management. So it is absolutely essential that you put a lot of
thought into its structure and content:
* Make sure the summary can stand alone - it must
contain real information, including hard facts and figures
* If your report includes
recommendations, make it clear what these are and include their implications, values and
costs (if applicable)
* Stick to a maximum of two pages. Use carefully selected headings
and bullets to break up text, as well as relevant graphs or pie charts, to get your main
message across.
So remember... A badly written report exasperates people and fails to impress or
galvanise clients into action. A well-written report is a critical business tool. It can help
build trust and loyalty with your clients. If written well, reports can demonstrate expertise
and knowledge.
Your consultancy's reports can change the way your clients think and feel about their
business. They can influence decisions and inspire action. And no matter how many
weeks or months you have spent on a project, it is your final report that will leave the
most lasting impression with your client. Make sure it's the right one.
About the Author:
Jo-Rosie is the Communications Officer and Copywriter for Brighton-based
search-led Internet Marketing Consultancy, Leapfrogg. Leapfrogg works with clients to
acquire, convert and retain customers online, thereby delivering positive returns to their
organisations. With expertise, passion and integrity, help make the place a better place to
do business with Leapfrogg. www.leapfrogg.co.uk


