May 30, 2023


Preparing a report of findings and recommendations for the client is a crucial aspect of any business or consulting project. It is the moment when all the data collected, analyzed, and interpreted is transformed into actionable insights for the client. This report serves as a communication tool, enabling the client to understand the details of the analysis and the proposed solutions.

The main goal is to make complex information easy to understand and to offer recommendations that will make a significant impact on the client’s business. In this article, we will discuss the essential steps to follow when preparing a report of findings and recommendations for the client.

An Overview on Report of Findings and Recommendation

What Is the Purpose of Report of Findings and Recommendation?

One of the most fundamental subsections of a report is the Purpose. This subsection outlines the specific reason that the report is being prepared. The purpose may be to investigate a specific issue, to provide recommendations for addressing a problem, or to present findings related to a particular topic.

This purpose should be clearly stated at the beginning of the report so that the reader understands its intent. The purpose should also be aligned with the needs of the client or stakeholders. This ensures that the report will be relevant and meaningful to those who will be using it.

The Importance of clearly defining the purpose cannot be overstated, as it guides all subsequent aspects of the report, from data collection to analysis to recommendations. Additionally, it provides clarity for all parties involved in the report, including the researchers and the client. Clear communication between these two parties will also facilitate the achievement of the report’s objectives.

Scope of Report of Findings and Recommendation

The Scope subsection of the report discusses the extent of the coverage the report has. The scope provides clarity to clients and stakeholders as to what information they can expect to be included in the report and what information will not be included. The scope of the report should align with the purpose, which gives direction for the content and goals of the report. Additionally, the scope outlines the report’s boundaries, making it easier to determine how deeply we dove into a particular topic or data set.

When determining the scope of the report, it’s important to consider the client’s objectives and the available data. The scope may vary depending on the complexity of the project or the available resources. At the same time, it is essential to consider the needs of the intended audience, as they ultimately will use the report to make decisions and take action.

The scope may include an explanation of what data was included and what data was excluded, why certain data was not included, and any limitations or assumptions made when interpreting data. The scope also may discuss the parameters for analyzing the data, such as the statistical methods used. Including this information provides transparency and helps clients and stakeholders better understand the report’s findings.

In addition, the scope should set the stage for the following sections of the report, including the methodology and findings. It provides the context necessary to interpret the data presented and the insights derived from the data analysis. By properly defining the scope, the report helps ensure that clients and stakeholders can form a solid understanding of the issues at hand and the options available to address them.

Report of Findings and Recommendations FAQs

What is the purpose of preparing a report of findings and recommendations for the client?

Preparing a report of findings and recommendations aims to summarize the research work conducted and present the findings in an easy-to-understand format. The report is designed to identify potential solutions to the client’s existing problem or opportunity that may arise.

What information should be included in a report of findings and recommendations?

The report should provide a brief introduction, background, research methodology, data analysis, findings, and recommendations that align with the client’s needs and are easy to implement. In addition, it should include visual aids, such as graphs and tables, to effectively present the data.

What is the recommended format for a report of findings and recommendations?

A typical report of findings and recommendations should contain a cover page, a table of contents, an executive summary, an introduction, methods, results, findings, conclusions, and recommendations, and references. The structure should be logical and easy to follow, with headings and subheadings aiding navigation.

How can the language used in a report of findings and recommendations be made understandable for a non-technical audience?

Clear and concise language must be used; jargon and complex terminology should be avoided. Technical concepts should be explained in a straightforward, conversational tone and use visual aids such as charts, tables, or infographics to communicate information effectively.

What is the significance of presenting the report of findings and recommendations to stakeholders?

The purpose of presenting the report of findings and recommendations is to convey the research outcomes to the stakeholders in a clear and understandable manner. It allows stakeholders to consider possible solutions, provide feedback, and make informed decisions based on the data presented.

What steps can be taken to ensure the report of findings and recommendations is well-received by the client?

The report should be delivered in-person if possible, with a summary of the main points given before going through the details. It should be well-written and include data visualization that shares the insights and implications in a clear and crisp manner. Furthermore, ask for feedback and suggestions from the client to make amendments to the report and address any concerns they may have.

About the Author

As a native Washingtonian, Carlos Reyes’ journey in the real estate industry began more than 15 years ago when he started an online real estate company. Since then, he’s helped more than 700 individuals and families as a real estate broker achieve their real estate goals across Virginia, Maryland and Washington, DC.

Carlos now helps real estate agents grow their business by teaching business fundamentals, execution, and leadership.

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