You're a technical analyst who needs to write a report for your boss. What's the first step?

1 Purpose and scope

Before you start collecting and analyzing data, it is essential to clarify the purpose and scope of your report. Ask yourself questions such as: what is the main goal of your report; who is the target audience; what is the time frame and frequency of your report; and what are the main topics or issues that will be covered. Defining the purpose and scope of your report will give you a clear direction and focus for your analysis, as well as help you avoid wasting time and resources on irrelevant or redundant information.

2 Data collection

When writing a technical analysis report, it is essential to collect the data that will support your analysis. This requires selecting the right sources, methods, and tools to get reliable and accurate data. To do this, you must consider what type of data you need, the quality and credibility of your data sources, the best way to access and store your data, and the optimal format and level of detail for your data. You must also ensure the security and privacy of your data. By gathering the necessary data, you will have a strong base for your analysis and avoid any errors, gaps, or biases in your data.

3 Data analysis

The third step of writing a technical analysis report is to analyze the data that you have collected. This means applying the appropriate techniques, models, and indicators to interpret and evaluate the data. When doing so, you need to consider what type of analysis you use, such as trend analysis, pattern analysis, or indicator analysis. Additionally, you should acknowledge potential errors, uncertainties, or risks in your analysis and test its validity and robustness. You should also use descriptive, inferential, or predictive statistics to summarize and explain your analysis and draw conclusions and implications from it. Finally, provide clear and actionable recommendations or suggestions for your boss with evidence and logic. By analyzing the data that you have collected, you will have a compelling and insightful analysis that provides value and guidance for your boss.

4 Report structure

Writing a technical analysis report requires structuring it in a logical and coherent way. This involves organizing and sequencing your report into sections, subsections, and paragraphs, taking into account factors such as the overall layout and design, the main sections, key points and messages, visual aids, and appendices. For example, you should use headings, subheadings, fonts, colors, or other elements to enhance the readability and appearance of your report. Additionally, you should use clear and concise language to convey your points and messages while using examples, illustrations, or quotations to support them. By structuring your report in this way, you will have a professional and persuasive report that is easy for your boss to read and understand.

5 Report writing

The fifth step of writing a technical analysis report is to compose it in a clear and convincing way. This means adhering to the rules and conventions of effective writing, such as grammar, spelling, punctuation, and style. You must consider the tone and voice of your report - formal or informal, active or passive? Additionally, think about the audience and purpose of your report - use language and vocabulary that suits them, avoiding jargon, slang, or abbreviations that may confuse them. Accuracy and consistency is also important - check facts, figures, and sources; use consistent terminology, notation, and units of measurement. Finally, strive for clarity and coherence - use simple sentences and paragraphs; include transitions, signposts, and summaries to guide your reader. Writing your report in this manner will ensure a polished and credible outcome that will impress your boss.

6 Report review

The final step of writing a technical analysis report is to review your report before you submit it to your boss. This involves revising, editing, and proofreading your report to make sure it is of high quality and effective. You should review the content and structure of your report for relevance, completeness, and logic, as well as edit the language and style for grammar, spelling, punctuation, and style. Additionally, you should proofread the presentation and format of your report for its layout, design, and appearance, ensuring that you follow any guidelines or requirements. You should also seek feedback or suggestions from others and evaluate your report based on its strengths, weaknesses, and areas of improvement. By reviewing your report thoroughly before submission, you will be able to present a flawless and effective report that demonstrates your professionalism and competence.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?