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Reporting to Different Audiences Print

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Adapting the message.

FOR AN OWNER OR MANAGER

The finding, the implication, the decision required.

Short.

FOR A TEAM

What it means for their work.

Specific to what they do.

FOR AN ACCOUNTANT OR ADVISER

The figures and the method.

They will want to verify.

FOR A LENDER OR INVESTOR

The figures, the trend, and the explanation.

Consistent with what you have said previously.

THAT LAST POINT

Inconsistency between reports destroys credibility.

WHAT TO KEEP CONSISTENT ACROSS AUDIENCES

The underlying numbers.

Adapt the presentation, never the facts.

WHAT TO ADJUST

Depth Vocabulary What is emphasised

WHAT TO AVOID

Technical language where it is not needed Oversimplifying to the point of inaccuracy

WHAT TO ASK

What decision does this audience need to make?

Then give them what that requires.

WHAT TO PROVIDE ALONGSIDE

The detail, available on request.


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