Writing

How to Write a Recommendation Report

Spencer LanoueSpencer Lanoue
Writing

Crafting a recommendation report might not be on your list of favorite things to do, but it's an invaluable skill in the workplace. This type of document helps decision-makers understand the best course of action based on thorough research and analysis. Let's break down how to tackle writing a recommendation report step by step, so you can get it done with confidence and clarity.

Understanding the Role of a Recommendation Report

Before diving into writing, it's helpful to know what a recommendation report is all about. Think of it as a structured way to present your findings and suggestions to help an organization make informed decisions. Whether it's choosing a new software, planning a project, or evaluating a business strategy, this report guides the reader to a logical conclusion.

In essence, a recommendation report analyzes a situation, considers various solutions, and recommends the best option. It's not just about dumping data and hoping for the best. This report requires you to critically evaluate options and justify your choice with evidence. So, how do you get started?

Defining the Purpose and Scope

First things first. Understand why you're writing the report. This step is crucial because it shapes everything else you'll do. A clear purpose helps you focus on the right information and avoid getting sidetracked. Ask yourself: What decision needs to be made? Who will read the report? What are they hoping to learn from it?

After defining the purpose, determine the scope. This essentially means setting boundaries for your report. Are you looking at a specific department or the entire organization? Are you considering all possible solutions, or just a select few? Defining your scope ensures that your report stays on track and doesn't become unwieldy.

Gathering and Analyzing Data

Now that you know your report's purpose and scope, it's time to gather data. This is where you'll spend a chunk of your time. Depending on the topic, you might need to conduct interviews, run surveys, or sift through existing reports and statistics. The aim is to collect relevant and reliable information that will support your recommendations.

Once you have your data, it's analysis time. Look for patterns, correlations, and insights that can guide your recommendations. Be objective and thorough. Your goal is to build a strong case for your suggested course of action. The more solid your data, the better.

Example of Data Analysis:
- Survey Results: 70% of employees prefer remote work.
- Cost Analysis: Investing in remote technology is 20% cheaper than office maintenance.
- Competitor Research: 3 out of 5 competitors have successfully implemented remote work.

Developing Criteria for Evaluation

With your data in hand, the next step is to establish criteria to evaluate the options. These criteria act like a checklist to objectively compare different solutions. Common criteria include cost, feasibility, time, and impact on stakeholders. Tailor these to fit your specific situation.

For instance, if you're recommending a new software tool, your criteria might include ease of use, compatibility with existing systems, and customer support. By setting up these benchmarks, you ensure that your evaluation is structured and fair.

Identifying and Evaluating Options

Time to put your detective hat on and evaluate the options. List all potential solutions to the problem at hand and assess them against your criteria. This section of the report is often the most detailed, as it involves weighing the pros and cons of each option.

Be honest about the strengths and weaknesses. It's okay if an option has a downside. What matters is how it compares to the others. Use bullet points or a table to make this section easy to read. Here's a quick example:

Option 1: Remote Work Implementation
- Pros: Cost-effective, employee satisfaction
- Cons: Initial setup cost, requires IT support

Option 2: Hybrid Work Model
- Pros: Flexibility, retains office culture
- Cons: Office maintenance costs, complex scheduling

Making the Recommendation

Now comes the big moment. Making your recommendation. Based on your analysis, suggest the best course of action. Be clear and concise, and back up your choice with evidence. This isn't the time for ambiguity; your recommendation should be compelling and persuasive.

It's often helpful to restate the problem briefly and summarize why your recommended solution is the best fit. Remember, the goal is to make the decision-making process as straightforward as possible for the reader.

Structuring Your Report

Like any well-crafted document, structure is key. A recommendation report typically includes the following sections:

  • Title Page: Includes the report title, your name, and the date.
  • Executive Summary: A brief overview of the report's purpose, findings, and recommendation.
  • Introduction: Introduces the problem and sets the stage for your analysis.
  • Methodology: Describes how you gathered and analyzed data.
  • Findings: Presents the data and analysis.
  • Options: Lists and evaluates potential solutions.
  • Recommendation: States your recommended solution.
  • Conclusion: Wraps up the report and reiterates the recommendation.
  • References: Lists sources of information used in the report.

Writing the Executive Summary

The executive summary is like the trailer for a movie. It gives a quick preview of what's to come. Keep it brief, no more than a page, summarizing the main points of the report. Highlight the purpose, key findings, and your recommendation.

Remember, some readers might only look at this section, so make it count. Ensure that even if someone doesn't read the full report, they still grasp the essence of your message.

The Art of Clear and Concise Writing

While it might seem like a no-brainer, clear and concise writing can't be overstated. Avoid jargon and long-winded explanations. Use active voice and straightforward language to ensure your points are easily understood.

It's tempting to show off your vocabulary, but simplicity often trumps complexity. Your reader should be able to grasp your points without having to read the same sentence twice.

Example of Clear Writing:
"Implementing remote work will reduce costs by 20% and increase employee satisfaction."

Using Visuals to Enhance Understanding

Visuals are your best friend when it comes to breaking down complex information. Charts, graphs, and tables can make data more digestible and highlight key points. They also provide a visual break from the text-heavy sections of your report.

When using visuals, ensure they're relevant and easy to interpret. Label them clearly and reference them in your text, so readers know what they're looking at.

Editing and Proofreading Your Report

After pouring hours into your report, the last thing you want to do is read it again. But editing and proofreading are crucial steps. Look for grammatical errors, typos, and awkward phrasing. Ensure that your arguments flow logically and that your recommendation is clear.

If possible, take a break before editing. Fresh eyes catch mistakes that tired ones miss. You might also consider asking a colleague to review your work for a different perspective.

Interestingly enough, Spell can be a great help here. With its built-in AI, you can refine your document and catch errors you might overlook. It's like having a second pair of eyes. Without the awkwardness of asking a coworker.

Final Thoughts

Writing a recommendation report doesn't have to be a chore. By breaking it down into manageable steps, you can craft a document that's clear, persuasive, and useful. And if you want to speed up the process, Spell is an excellent tool for creating high-quality reports quickly. It's like having a trusty sidekick to help you tackle any writing challenge.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.