How to write an excellent work report, this time I finally explained it all

Work report is a written material that summarizes materials, reports work, puts forward opinions or suggestions, and responds to relevant inquiries from superiors. Higher quality reporting materials directly reflect the overall quality, work level, image and reputation of the reporter.

Natural water They all flow in one direction, which is also the biggest difference between listening to reports and reading materials. You can "turn back" at any time while reading the material, stop and connect the previous and previous content , you can think about it again and again. Listening to the report but unable to "turn back", unable to stop and think slowly, so you need to know how to drive the rhythm.

SoThere are four musts for writing report materials：

①The clue must be single

②The plot must be simple

③The transition must be obvious

④Things must be coherent

What is the specific work report? Writing can be started from the format, logic, beginning, examples, and the difference between report and summary.

1. Talk about format

Format is like martial arts Just follow the moves, there's nothing more to say.

2. Talk about logic

A work report Core logical framework,just four points:

Up ——Look at the position, determine the content, and determine the style.

Figure out your specific Which leader should you report to, what work is he in charge of, and your ideas and language should follow the leader's thinking characteristics and language style as much as possible.

After all, how much is the year-end bonus? , that may be a matter of the leader raising his hand.

Next - talk about reality and numbers.

Plans and planning, It’s an attitude, but the summary must be quantitative and realistic.

The leader may not be concerned He can definitely remember the important numerical indicators, such as "how much is the total amount", "how much is the satisfaction level", and "how much is the year-on-year growth".

But don’t It’s time to improve your energy! Be sure to leave “room for extra effort” for leaders!

Otherwise this is The big hole you dug for yourself.

Yes Advance - focus on work and reporting.

Mix the work content with The leaders should correspond to the tasks they are responsible for one by one, explain clearly, thoroughly, have experience and inspiration, and stay on topic.

You are just a jerk A person who lives with ideas and brains is a reliable person.

Yes To come out means to rise high and come up with new ideas.

Propose some new ideas And ideas prove that we are thinking about our work every day.

New ideas, You can be bolder and look at the leader's reaction. Can't you tell which way the leader's wind will blow in the next stage? !

3. Let’s talk about the beginning

I listed at the beginning Four methods:

❶ Overview method.

Description ：This is a common way to write at the beginning of reporting materials. It mainly explains the general basis for carrying out the work, that is, what to follow, what to follow and what to implement; it explains the purpose of the work, that is, what it is for, and introduces the work environment, conditions and original work basis. Give the reader an overall impression.

Example ：We implement the guiding ideology of "stabilizing the scale of school operation and comprehensively improving the quality of all work" , the development of the college has presented a new situation, and it has fully completed the ten major work goals set by the Workers' Congress at the beginning of the year.

❷ Contrast method.

Description ：At the beginning, discuss relevant situations, such as past and present, advanced and backward, environment and Achievements, etc., make a general comparison, indicate the gains and losses in the comparison, and highlight the focus of the full text. It can not only compare horizontally to find out the special features of the unit, but also compare the current situation and history of the unit vertically, so as to directly, vividly and concretely reflect the achievements made in the work.

Example ：In the context of the slowdown in the overall growth rate of the entire industry, our performance growth has reached 16%, ranking in the top 5 among brother units nationwide. There are both experiences that can be summarized and potential that needs to be tapped.

❸ Prompt method.

Description ：At the beginning, give a suggestive introduction to the main content of the report, the purpose of which is to A description of past achievements and experiences.

Example ：Under the new situation, how to strengthen the construction of corporate culture is before us. An important topic, here are some of our specific practices.

❹ Clarify the subject matter.

Description ：That is, the central idea and overall requirements of the full text are stated in the first paragraph, which serves as an outline. Function, often used in reports that tend to summarize experiences.

Example ：Strictly following operating procedures in daily operations is a powerful measure to ensure business quality. It is also an important way to reduce risks...

4. Example

( 1) Bank’s year-end report

Striding across mountains and seas, riding on waves

——×Bank×Branch Work Report

Achieving career success , relies on the creation and development of each basic small unit, and relies on the strength and activity of each cell. The extraordinary year of 20×× has not yet come to an end, and the work of 20×× has already set sail with our fighting spirit. Today, I will give a work report on behalf of XX branch. The theme of my report is "Striding forward in the mountains and seas, riding on the waves", which is divided into the following five parts:

One , face the difficulties and Huizhong strives to ensure a perfect ending

×× branch is at In March this year, it was officially upgraded to a comprehensive outlet, assuming more comprehensive indicators and greater responsibilities. In the retail line of the branch, there are only × employees and the manpower is in short supply. Every member of the team encourages and learns from each other. Through unremitting efforts, the KPI has increased from the initial ×× points to the current ×× points. The amount of funds, ×× All exceeded the fourth quarter competition targets, and agency issuance, credit card, daily average, and mobile banking also completed the full-year plan ahead of schedule. At the end of the day, the shortcomings of XX branch were mainly in Zhongshu and Inclusive Loans. In the last three weeks, we focused on insurance, fund sales and inclusive lending as key sprint indicators.

Insurance: Fourth Quarter With the personnel adjustments in place, the wealth line has held 1-2 micro-sand activities every week and sold a total of XX million of insurance. Although it has achieved self-breakthrough, there is still a large gap between our established goals. In the last three weeks , we will continue to use micro salons, birthday parties and other activities to sell insurance and create profitable profits. At the same time, we plan to organize high-end customer support activities for platinum customers in mid-December, and simultaneously prepare for the December sprint and customer reservations for a good start.

Fund: Fourth Quarter XX branch regards funds as one of the most important asset allocations for customers, and has sold XX million. In the remaining weeks, we continued to allocate funds and fund fixed investments for customers through daily interviews and asset allocation letters.

Inclusive: currently The approval is ××10,000, and ××10,000 is to be reported. The indicator gap is ××1,000. We will redouble our efforts to explore customer needs, address their urgent needs, keep an eye on the project, promote transformation, and strive to complete the planned indicators with quality and quantity.

Two , gather our strength and pool our wisdom to prepare for a good start

1 , broaden channels and expand dropshipping

Our branch customer base At present, there are only ×× households, which are relatively weak. Therefore, since its establishment, we have always regarded agency distribution as an important task not for indicators but for indicators. This year, under the leadership of × Bank, it has been implemented in the Education Bureau and offices. , XX hospital, volunteers, and only child expenses. With the implementation of these important funds, the third and fourth quarters have also driven the promotion of our XX, XX, and XX indicators. As of now, XX ×× credit is granted to ×× households with a credit amount of more than ××. These credit customers are also our key marketing and withdrawal customers in the first quarter. At present, we use the form of leveraging, recommending customers, and jointly organizing party building for marketing. We have now expanded the second hospital of XX through XX hospital, and expanded the entire XX with the help of XX district government and human resources companies. Distributed by the district neighborhood committee. It is planned to be implemented in the first quarter and will also drive improvements in the indicators of mobile banking, credit cards, ××, and ××.

2 , Guard against risks, and be precise and inclusive

As of now×× The branch's operating loans totaled more than XX million, and the approval of XX million is pending. Most of the loans are from existing housing loan customers through phone marketing. These customers are relatively well qualified and repay on time. At present, we continue to use telephone marketing. Personal loan clerks will initially conduct installment and inclusive marketing, and then account managers will conduct secondary customer follow-up, especially for high-end real estate and commercial properties, most of which are business owners. Penetrating into high-end real estate and office buildings for marketing, this work can not only expand the inclusive business, but also be of great help in tapping wealth customers. At the same time, under the leadership of President XX, we signed a strategic cooperation agreement on government procurement loans with the XX District Government. At present, we have also obtained the list of XX households included in the XX District Government Procurement Loan. This group of customers basically purchases The order is less than XX million yuan, and the payment cycle is less than XX months. The government's final payment is also directly deposited into the company's public account opened with our bank. The amount is relatively controllable and the risk is small. At the same time, it has been XX Management Co., Ltd., which is responsible for the XX District Government Finance Loan Platform, also wants to make government procurement loans a channel for inclusive development.

Three , take root in the community and be the wealth steward of the residents

Recently we have focused on × × The communities under the jurisdiction of the office have successively held financial fraud prevention knowledge lectures, which have been well received by community staff and residents. We have also actively invited us to conduct a series of activities. During this good start, we plan to take root in the community and use the strengths of our employees to customize tutoring for winter vacation students. classes and handicraft classes, and at the same time, with the help of the branch’s upcoming corporate WeChat online platform, we can truly integrate into the community, gain a thorough understanding of the community, and ultimately expand our customer base.

Four , customer stratification, precise policy implementation and comprehensive improvement

×× branch ends In ×× month, there are ×× customers for all customers, including ×× accounts for regular cards, ×× accounts for gold cards, ×× accounts for platinum cards, ×× accounts for wealth, and ×× accounts for private banks. In the third quarter, in order to increase customer stickiness, increase customer base, expand customers, and improve the sales expansion capabilities of financial managers, our branch, with the help of the retail department, carried out hierarchical customer management to achieve the goals of maintaining existing customers and maintaining new customers.

1 , scientific stratification and efficient division of labor

VIP Financial Manager: ××, is mainly responsible for daily maintenance of platinum and above customers, as well as overall lobby operation, funds, and third-party sales promotion.

Low cabinet financial manager :××, mainly responsible for daily gold card customer maintenance and insurance promotion.

Lobby Assistant: × ×, mainly responsible for Tulip customer maintenance and regular financial management promotion.

Currently by the corresponding The financial manager first performs a 50% proportional correlation, and uses the remaining 50% as positive and negative incentives for flexible assessment of new capital, customer improvement, fund, and insurance coverage. Eventually, the customer base doubled, the daily average, the amount of funds, and the revenue were fully realized. The main focus in terms of new additions is to increase customers, while the total demand is to increase the amount of funds and daily average. In terms of stock, the focus is on mid-term collection and customer referrals; the total demand is on the qualitative improvement of insurance and fund coverage ratios, as well as the improvement of customer base, fund volume, and daily average.

2 , hierarchical management, partition assessment

Platinum and above customers: The focus is on the output of mid-term income and assessment of fund and insurance sales coverage. Including the assessment of agency salary distribution, because generally there is a higher chance that wealth-level customers are business owners or senior executives of large companies. Along this line, as long as our financial managers are willing to pay attention, agency payment can be expanded along this line. of. In terms of mining existing customers, it is required to conduct face-to-face interviews with no less than × customers every day.

Gold Card customers: The assessment focuses on customer referrals, promotions, insurance, and fund sales.

My branch gold card Most of our customers are elderly retirees. Retirees are highly enthusiastic and have strong referral capabilities. As platinum and below customers, most of them are gold cards to us, and they are also likely to be gold cards to others in the industry. They have high potential for improvement. Therefore, we regard scale indicators, fund, and insurance sales as important assessment contents for gold card financial managers. It is required to visit no less than ×× customers every day. The gold card financial management manager of the issuing unit will conduct follow-up maintenance and carry out brand promotion through afternoon tea every month.

Our branch’s general card Some of the customers below are agents, demolishers, and VIP customers. For this type of customers, we will focus our assessment on VIP improvement, fund fixed investment, and ×× improvement.

Five , strengthen the foundation and keep the body healthy, strictly adhere to the bottom line and double compliance

Business is big At the same time, we also know deeply that compliance is the basis for any business development. The recent "××××" action has also sounded the alarm for us. We are facing strict supervision from the People's Bank of China, the China Banking and Insurance Regulatory Bureau and other departments. , we must integrate compliance awareness into the development of each of our businesses, double our spirit and double our efforts. In the new year, we will continue to keep in mind the party's four consciousnesses, namely political consciousness, overall situation consciousness, core consciousness, and alignment consciousness, use party building to guide work, develop business, and strictly abide by the bottom line of compliance.

" The sea does not need water, so it can become as big as it does; the mountain does not need earth and rocks, so it can become as high as it is." This is the law of nature, and so is the growth of people and organizations. In the work of the new year, we will continue to carry forward the spirit of professionalism, collaboration, learning, and communication, plan ahead, make up for shortcomings, show our strengths, stride forward, ride the waves, and do our best to do a good job. A good start to the project reserve work, efficiently achieving the work goals for the new year, and contributing to writing a new chapter of high-quality development of the bank!

( 2) Budget report

5. The difference between reporting and summary

You can mainly look at this Three aspects:

1 , different functions

Work summary is for Improve, the work report is for asking for instructions

★Work summary is When the work reaches a certain stage or comes to an end, it is necessary to go back and carefully analyze and study the work done, affirm the achievements, identify problems, summarize experiences and lessons, raise awareness, and clarify the direction in order to further improve the work.

☆ And work report It is to summarize and report the specific progress of a certain period of time or a certain work for a specific object.

2 , different objects

Work summary is not necessarily If there is a target, the work report must have a target.

★Work summary is not There must be a specific purpose and object, and it can be a summary given by yourself.

☆And work report There must be a specific purpose and target, and generally subordinates report work to their superiors.

3 , written in different ways

Work summary and analysis , there are many explanations in the work report

★Write a work summary Use the first person and write from the perspective of yourself, your department, and your unit. The expression method is mainly narrative and discussion, supplemented by explanation. It can be mixed with narrative and discussion. It needs to be written with theoretical value.

☆Work report is available Submit according to the schedule format. Many units have a standard format. You can fill in the report work by day or hour. The filled-in content includes work summary, content, time spent, corresponding tasks, upload attachments, etc.

▶Summary of work Let’s talk.

ⓐ On the one hand, To grasp the main contradiction, whether talking about achievements or problems, there is no need to cover everything.

ⓑ On the other hand , conduct an in-depth and detailed analysis of the main contradictions. For example, when talking about achievements, you should write down how you did it, why you did it, what the effect was, and what your experience is; when talking about problems, you should write down clearly what the problem is, why this problem occurs, and its nature. What is it, what is the lesson. The content mainly points to reflection on the previous period of work, and rises from perceptual understanding to rational understanding.

Have other thoughts , welcome to leave comments.