Course Description
WRITING REPORTS FOR INVESTMENT COMMITTEES
It is vital to ensure that important reports are suitable for their target audiences and achieve their objectives.
This workshop-style course will focus on reports created for investment committees. It will be designed specifically for all writers/editors who contribute to these reports.
An effective report should be a seamless document that is easy for its audience to read, navigate, understand and use. Its messages should be clear and immediately obvious – and easily understood on first reading. It should not contain varying tones of voice or widely differing writing styles.
The facilitator will create an environment where all writers involved can work together to assess the strengths and weaknesses of the current investment reports.
This will involve assessing the writing/reviewing process, ownership, writing styles, templates etc. The aim is to create agreement on the ways to ensure that all investment reports are as effective as possible. The course will also cover the fundamentals of effective planning, writing and reviewing.
The focus is on providing the skills to ensure all participants understand how to use language and layout to create reports that are strong, clear, concise and polished.
We also offer private one to one training on confidential report writing.
On completion of this course you will:
- Understand what constitutes successful communication
- Understand what a successful investment committee report looks like
- Understand the challenges associated with writing successful investment reports
- Understand why plain english is so effective
- Learn how to analyse your writing
- Learn the uses and implementation of a style guide
- Learn how to effectively plan, write and review investment reports
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Understand how to use language and layout to create reports that are strong, clear, concise and polished
Who should attend?
- This course is designed specifically for all writers and editors who contribute to these reports
- Those who wish to understand what a successful investment committee report looks like
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Testimonials
I feel better able to write and review business reports after this course, particularly clarifying messages and shortening sentences. Everything delivered was of an excellent quality.
KBCEverything delivered was of an excellent quality. I feel better able to write and review business reports after this course, particularly clarifying messages and shortening sentences. KBC Bank
I am currently looking at areas of funding and writing proposals on behalf of Down Syndrome Ireland, and I can honestly say yesterday has made my daunting task a little easier....
Down Syndrome IrelandMany thanks for the course yesterday. It was a great confidence building exercise for me as I am currently looking at areas of funding and writing proposals on behalf of Down Syndrome Ireland, and I can honestly say yesterday has made my daunting task a little easier. The course was extremely beneficial, and I will mention it to a number of friends. Please extend my thanks to the trainer for her wonderful presentation and assistance. Fundraising and Events Manager, Down Syndrome Ireland
The section on structuring, with an emphasis on brevity and plain language made a great impact on me. This course is essential to highlight the common mistakes made.....
The Office of the OmbudsmanThe course was very clear, informative and enjoyable. The section on structuring, with an emphasis on brevity and plain language made a great impact on me. This course is essential to highlight the common mistakes made and the incorrect use of language. The Office of the Ombudsman
This course breeds efficiency. The part of the course where we evaluated our own company material and critically assessed it in terms of writing style was crucially valuable....
KBC BankI’ve already recommended this course to my colleagues at lunch time as this course breeds efficiency. The part of the course where we evaluated our own company material and critically assessed it in terms of writing style was crucially valuable. The course was engaging and interesting as were the materials and trainer. It was very valuable to use company specific and appropriate examples. KBC Bank
I will spend more time planning and therefore writing more efficiently.The course had the right balance between theory and practical work and honestly can’t think of any way it could be improved....
BarnardosAll of my objectives were addressed with this course and I found it very useful. I will spend more time planning and therefore writing more efficiently. I felt the course had the right balance between theory and practical work and honestly can’t think of any way it could be improved. Excellent presenter who ensured that everyone participated in a comfortable manner. Orla Tighe, Fundraising Manager, Barnardos
We ran a Business Writing Skills for Greater Impact course. Everyone benefitted greatly from an exceptionally strong and interactive course....
Danske BankWe ran a Business Writing Skills for Greater Impact course in-house for a number of our people who operate in different functions across the organisation – but all involved in writing to key stakeholders. Everyone benefitted greatly from an exceptionally strong and interactive course. The trainer made the course work not just interesting but also very relevant to everyone’s area – with all of the attendees remaining totally engaged for the entire day. She managed to pull the group together as one team despite the varying levels of competency in the room. Everyone later commented on the value of what they had learnt and on how they will apply this to their daily work. I would highly recommend this course for anyone who needs to learn either new business writing skills or as a valuable refresher. Danske Bank
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