Instructor Manual
Guffey/Loewy, Business Communication: Process & Product, 10e, 2022, 9780357129234;
Chapter 13: Proposals, Business Plans, and Formal Business Reports
Table of Contents
Purpose and Perspective of the Chapter …………………………………………………………………………. 2
Cengage Supplements …………………………………………………………………………………………………… 2
Chapter Objectives ………………………………………………………………………………………………………… 2
Complete List of Chapter Activities and Assessments ……………………………………………………… 3
Key Terms ……………………………………………………………………………………………………………………… 4
What’s New in This Chapter ……………………………………………………………………………………………. 6
Chapter Outline …………………………………………………………………………………………………………….. 7
Discussion Questions …………………………………………………………………………………………………… 14
Additional Activities and Assignments …………………………………………………………………………… 18
Additional Resources ……………………………………………………………………………………………………. 22
Cengage Video Resources ……………………………………………………………………………………………………….. 22
Appendix …………………………………………………………………………………………………………………….. 23
Generic Rubrics ……………………………………………………………………………………………………………………… 23
Standard Writing Rubric ………………………………………………………………………………………………………….. 23
Standard Discussion Rubric ……………………………………………………………………………………………………… 24
Purpose and Perspective of the Chapter
The purpose of this chapter is to explore the importance of proposals, business plans, and
formal reports within the workplace. First, we learn about the significance and purpose of
Cengage Supplements
The following product-level supplements provide additional information that may help you
in preparing your course. They are available in the Instructor Resource Center.
Transition Guide (provides information about whats new from edition to edition)
Educators Guide (describes assets in the platform with a detailed breakdown of
activities by chapter with seat time)
Chapter Objectives
The following objectives are addressed in this chapter:
13-1 Explain the importance and purpose of informal proposals and their basic
components.
13-2 Discuss the components of formal and grant proposals.
Complete List of Chapter Activities and Assessments
For additional guidance, refer to the Teaching Online Guide.
Chapter
Objective
PPT
Slide
Activity/Assessment
Duration
Certification Standard
13-1
11
Writing Improvement
Activity in PPT
30 min
BUSPROG: Communication
DISC: Theory application
13-3
20
Small Group Activity in PPT
60 min
BUSPROG: Communication
DISC: Analysis
13-4
30
Writing Improvement
Activity in PPT
60 min
BUSPROG: Communication
DISC: Theory application
13-5
37
Small Group Discussion in
PPT
30 min
BUSPROG: Ethics
DISC: Theory application
13-113-6
43
Grammar and Mechanics
Quiz in PPT
30 min
BUSPROG: Communication
DISC: Standard English
N/A
N/A
Grammar and Mechanics
Pre-Course Diagnostic*
60 min
BUSPROG: Communication
DISC: Standard English
N/A
N/A
Grammar and Mechanics
Tutorials*
N/A
BUSPROG: Communication
DISC: Standard English
N/A
N/A
Grammar and Mechanics
Check-Up Activities*
N/A
BUSPROG: Communication
DISC: Standard English
Presentations)**
13-113-6
N/A
Learn It: Chapter 13
Proposals, Business Plans,
and Formal Business
Proposals, Business Plans,
and Formal Business
3040
min
N/A
13-113-6
N/A
Video Presentation: New
Company Business Plan
(Chapter 13 Proposals,
Business Plans, and Formal
Business Reports)
5 min
N/A
13-113-6
N/A
Practice Quiz: Chapter 13
2530
N/A
a Memo Report (Unit 04
Reports, Proposals, and
* These activities appear before the student will begin the course.
** This activity appears at the beginning of Unit 4.
*** This activity appears at the end of Unit 4.
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Key Terms
Abstract: A brief summary (typically one page) of a proposals highlights intended for
specialists or technical readers.
Budget: The section of a proposal that lists the proposed project costs; can also be called a
statement of costs.
Business plan: A type of proposal that is necessary to obtain financing if budding
entrepreneurs wish to start their own business or expand an existing business; provides a
description of a proposed company that explains how it expects to achieve its marketing,
financial, and operational goals.
Cognitive webbing: A technique to combat writers block and arrive at a proposal writing
plan: (a) identify the clients objectives, (b) brainstorm every idea to help the client achieve
that objective, and (c) prioritize by focusing on the clients most pressing needs.
Formal report: A document in which a writer analyzes findings, draws conclusions, and
makes recommendations intended to solve a problem; is the product of thorough
investigation or analysis and presents organized information to decision makers in
business, industry, government, and education.
Letter proposal: A proposal presented in manuscript format (usually no more than ten
pages) or in short (two- to four-page) letter; sometimes called informal proposal.
List of illustrations: A list of the tables and figures included in a formal proposal or formal
business report.
Memorandum of transmittal: A memo written to the recipient of an internal formal
business report and delivered with the document; announces the topic of the report, tells
how it was authorized, briefly describes the project, highlights the reports findings,
conclusions, and recommendations, and expresses appreciation.
Proposal, plan, and schedule: The section of a proposal that discusses the specific plan
for solving a problem, tells how the projects will be managed, specifies how its progress will
be audited, and provides a schedule of activities or timetable of activities showing the
proposals benchmarks for completion.
References/Works Cited: Lists all sources consulted in the research project; called Works
Cited if using MLA style and References if using APA style.
Works Cited/References: Lists all sources consulted in the research project; called Works
Cited if using MLA style and References if using APA style.
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Whats New in This Chapter
The following elements are improvements in this chapter from the previous edition:
Adapted the chapter opening scenario to the latest news about aerospace company
SpaceX, whose most recent success illustrates the advantages of writing winning
proposals.
Added Reality Check highlighting the writing of successful business plans.
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Chapter Outline
In the outline below, each element includes references (in parentheses) to related content.
CH.## refers to the chapter objective; PPT Slide # refers to the slide number in the
I. Writing Informal Proposals (13-1, PPT Slides 311, DISC: Patterns; Purpose;
Audience; Theory application)
a. A proposal is a written offer to solve a problem, provide a service, or sell
equipment.
i. Proposals can mean life or death for an organization.
b. Informal and formal proposals contain six basic parts (Figure 13.1 and Model
Document 13.1):
i. Introduction
c. To overcome writers block, consider the method recommended by expert
Dr. Tom Sant known as cognitive webbing:
i. Identify the outcome the client seeks.
d. A proposal should promise specific deliverablestangible items your project
will produce for the customer (if applicable).
e. Proposals should also include a list of proposed project costs (budget).
f. Use the conclusion and authorization portion of a proposal to:
i. Remind the reader of the proposals key benefits.
g. Writing Improvement Activity: 30 minutes total. Activity 13.11Unsolicited
Proposal: Cash Infusion Needed
Have students complete the activity found at the end of the chapter.
Students are to write an unsolicited letter or memo proposal to an
II. Preparing Formal Proposals (13-2, PPT Slides 1216, DISC: Patterns; Purpose;
Audience; Theory application)
a. A formal proposal is one that responds to a big project and may range from
5 to 200 or more pages.
b. Formal proposals contain the six basic parts described for informal proposals
and may also contain some or all of the following front matter and back
matter components:
i. Copy of the RFP
c. A formal proposal submitted to a government or civilian organization that
explains a project, outlines its budget, and requests money in the form of a
grant is called a grant proposal.
i. The U.S. government, private foundations, and public corporations
provide billions of dollars a year in funding to charities, educational
d. Successful grant proposals do the following:
i. Include an abstract and needs statement that explains the problem
or situation
ii. Explain the significance of the problem and how funding would
solve the problem
e. Writing Improvement Activity: 45 minutes total. Activity 13.4Proposal:
Helping a Friend Find Examples to Study
Have students complete the activity found at the end of the chapter.
This activity encourages students to search the Internet to locate
III. Creating Effective Business Plans (13-3, PPT Slides 1721, DISC: Patterns; Purpose;
Audience; Theory application)
a. A business plan is a description of a proposed company that explains how it
expects to achieve its marketing, financial, and operational goals.
b. Successful business plans include the following components:
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a publicly accessible website, in whole or in part.
10
c. Business plans may be written from scratch or may follow a sample business
plan found on the Internet.
d. Small Group Activity: 60 minutes total. Activity 13.8Business Plans:
Examining Mission Statements
Break class into groups of three to five students and have them complete the
activity found at the end of the chapter. Detailed feedback for this activity
can be found in the Solutions Manual.
What are four goals of mission statements?
IV. Writing Formal Business Reports (13-4, PPT Slides 2230, DISC: Patterns; Purpose;
Audience; Theory application)
b. Front matter (or preliminaries) includes the segments in the front of a report.
(Model Document 13.2)
c. Front matter components include the following:
i. Cover
d. Writing Improvement Activity: 60 minutes total. Activity 13.10Executive
Summary: In a Nutshell, Boil it Down 10 Percent
Have students complete the activity found at the end of the chapter.
Responses will vary. Being able to identify the main idea of an article
and learning how to write a succinct yet complete summary are
important skills. Students often struggle with this assignment, and
A variation of this assignment is giving students an article you select.
After all students have submitted their summaries of that piece, its
useful to discuss your observations with them, for example, if you
notice that students are leaning on the original too heavily and have
V. Body and Back Matter Components of Formal Business Reports (13-5, PPT Slides 31
38, DISC: Patterns; Purpose; Audience; Conclusion; Theory application)
a. The body of a formal report is the meat of the document, where the author
or team discusses the problems and findings before reaching conclusions
and making recommendations.
i. Present your solution to the initial problem.
b. Use the conclusions section to explain what the findings mean in terms of
solving the original problem.
i. Draw conclusions based on the findings.
c. Use the recommendations section to make precise suggestions for actions to
solve the report problems.
i. Strive for practical, reasonable, feasible, and ethical
recommendations that evolve from the findings and conclusions.
d. Appendixes are placed at the end of a formal report and include incidental or
supporting materials not relevant to all readers.
i. Include items such as survey forms, copies of other reports, tables
of data, large graphics, and related correspondence.
ii. Multiple appendixes are labeled Appendix A, Appendix B, etc.
e. Sources of information should be identified using Works Cited or References.
(Model Document 13.2)
i. When using the MLA (Modern Language Association) citation format,
list all sources alphabetically in a section titled Works Cited.
f. Small Group Discussion Activity: 30 minutes total. The Ethics of Reusing
Another Teams Work
Break class into groups of three to five students and have them discuss the
questions posed on the PPT slide. Teams should be prepared to share their
thoughts with the larger group.