10 small changes for transforming your client reports

Small Steps Big Changes for client reports

I’m currently reading One Small Step Can Change Your Life: The Kaizen Way by Robert Maurer, a book about taking small actions to ease into new habits. When we make any sort of change, we tend to aim for a major overhaul, which can be daunting – often preventing us from getting started. Instead, says, Maurer, we should aim for taking just one small step, one slight change that will make a big difference and motivate us to do more.

What I find interesting about this idea is how it can be applied all areas of our lives and work. In investigations, it seems especially useful for moving from delivering just OK reports to delivering reports that get read – and used.

Research and investigative skills mean nothing if we can’t write reports that help readers understand the issues, make decisions, or take action. Sometimes, though, report writing becomes an after-thought, and we rely on our old ways. We rush to deliver and spend little time on appearances or how we tell the story. Finding time for a major overhaul of report templates seems overwhelming, though, so we keep putting it off.

But what if we didn’t have to change everything at once? What if we could make just one or two slight adjustments as a first step? A change here, a change there, and before you know it, clients start noticing, and it keeps you going. But where to start?

Here’s a list of 10 small changes you can try this week that will make a big impact on your client reports. No need to do all, and they’re in no special order, so just start anywhere:

  1. Check for jargon – Use words that make sense to your readers, rather than trying to impress them with your knowledge.
  2. Reduce noise – Eliminate any words or phrases that have nothing to add, and look for ways to cut right to the essentials.
  3. Switch to the active voice – “We searched…” rather than “A search was run…” uses fewer words, increases clarity, and adds impact.
  4. Try a new format – Instead of a text-heavy report, create a spreadsheet or table that makes it easy for readers to digest the details.
  5. Break up text into bite-sized pieces – It’s hard to take in too much information at once. Divide your report into shorter sections that flow logically toward your conclusion.
  6. Add some white space – Use wide margins and increase line spacing to reduce crowding and make text more appealing.
  7. Include a footer – Printed pages can get out of order or misplaced, so help clients keep it together with a document title and numbering on each page.
  8. Try some graphics – With charts, timelines, or network diagrams, it’s easy to spot trends, make comparisons, and get your message across.
  9. Write a one-paragraph summary – Practice distilling your message into just a few sentences so your clients don’t need to hunt for the bottom line.
  10. Get a second opinion – Another set of eyes will provide a fresh perspective and catch errors and ambiguities.

Sometimes it’s the little things that make a big difference. Any other small changes that will transform reports?

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4 comments

  • Great recommendations !!!

  • Excellent! I always use footers, always worry people will lose or mix up pages.
    Always try to change to graphs or tables instead of text when possible.
    One page summaries are a great goal too.
    I tend to be too wordy and too jargonistic so I’m always looking for ways to keep it simple while not losing details. I’m big on putting the references in a separate section so as not to clog the main body.

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