Monday, March 07, 2022

The Resourceful Reporter, Part 21: Justification Reports

I have heard the terms internal proposals, appropriation requests, and justifications used interchangeably, depending on the business's nomenclature. In the previous post, I describe internal proposals as solicited or unsolicited requests to management for an investment of funds, staff, equipment, or real property. I have seen three large corporate clients equate their appropriation requests to internal proposals, so I do too. For this series on report writing, I define an internal proposal as a request for getting what we need to do what we must, and a justification as a defense for doing what we are already doing. 

We justify projects, activities, and purchases because we want a record of our business decisions and a rationale for them. The can be invaluable learning tools down the line. Justifications may require the following components:

  1. A problem statement, including a detailed narrative about the causes of the problem and their impact on the business that motivated our reasonable actions. The problem statement may also call for a discussion of interventions taken which were inadequate in addressing the problem completely. 
  2. An exploration of options, with advantages and disadvantages.
  3. A justification, describing why the chosen path is the most cost-effective.
  4. A project plan with required objectives, activities, tasks, responsible parties, milestones, contingencies, deliverables, and projected completion date. 
A justification has characteristics of a white paper because it discusses how the chosen course of action is embedded in the vision of the business. 

Other reports in this series:

  1. Meeting Reports
  2. Incident Reports
  3. Investigation Reports
  4. Inspection Reports
  5. Procedural Reports
  6. Scopes of Work
  7. Test Reports
  8. Course Reviews
  9. Conference Reviews
  10. Contractor Appraisals
  11. Staff Appraisals
  12. Self-Appraisals
  13. Audit Reports
  14. Root-Cause Reports
  15. Business Forecasts
  16. Project Plans
  17. Project Status Reports
  18. Project Completion Reports
  19. Internal Proposals