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Requires a progress report. How to write a practice report: rules and examples

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In business practice, the reporting of subordinates to the head is widely used, because this helps to maintain the competitiveness of the company due to the individual qualities of individual employees. Let's consider how to write a report on the work done correctly, what types of reports are there and which ones people of different professions have to write.

Reports in various enterprises

Each enterprise has its own degree of reporting, which depends on the specifics of the organization, the number of employees, the size of the enterprise and many other factors.

For example, the preparation of a report for employees in kindergarten is provided for at the end of the year, since the document highlights the results of the education and upbringing of children for the entire academic year.

Kindergarten, like other municipal educational organizations, is focused on the training programs provided for by the Federal State Educational Standard (FSES).

Therefore, the employee kindergarten First of all, you should indicate in your report the characteristics of the groups of children, development programs (in accordance with the standard), educational success and future prospects.

A report on the work done in another municipal institution, for example, in a house of culture, can be compiled by an employee for an annual period of work, for a quarter, a month, and even for a separate event. In it, the employee indicates a detailed description of the institution, which will define the subsequent content of the report, describe the success of the organization and focus on future events.

The document can be drawn up by an employee in a free form in compliance with the minimum requirements for registration. However, the preparation of any document should be approached as responsibly as possible, since some enterprises require a strict form of accountability to comply with the regulations in accounting. It is best to use a template when writing a report.


For example, the report of an employee of the Council of Veterans (a voluntary public association), first of all, should include information about the organization and the number of members of the association (it is advisable to indicate the merits of veterans by grouping them into large groups).

The introductory part is followed by a description of the work that was carried out during the specified period, and the names of officials responsible for organizing and conducting events.

At the end, you should talk about the successes achieved and draw a general conclusion.

When compiling reports, one should not forget that in any reports on the work done, attention is paid not only to positive aspects activities, but also negative ones. This is due to the fact that knowing the failures of the organization or individual employees and finding a way to solve problems will help to adjust the activities of the institution, making its work more efficient.

For various periods of time


There are 4 types of reports by time period:

  1. Daily report.
  2. Weekly report.
  3. Monthly or quarterly report.
  4. Annual report.

For the preparation of a daily report, the format of a table or form is best suited, in which it is necessary to fill in the empty fields.

The fewer these fields, the better, because filling out the same document every day can take a lot of time for employees, and employees of not all specialties have such an opportunity.

This type of reporting is in demand for professions that require the implementation of a daily plan (seller, cashier, loader, carrier, manager, etc.).

If the company provides reporting official per week, then in this case the document needs more detailed study, since the size of the report directly depends on the duration of the period of employment.

In this case, the system of filling out small forms loses its meaning.

When an employee draws up a report on the work done, more attention should be paid to each stage, because a weekly or monthly report should contain all the nuances of work necessary to analyze the activities of the enterprise and each employee individually.

This form of drafting is suitable for builders, accountants, managers, etc.

Annual and quarterly reporting, unlike weekly reporting, does not involve the analysis of each step. The annual report is intended to carry out a general analysis of the work done. The document compares the result and the plan, puts forward proposals on how to improve labor efficiency.

This type of reporting is intended primarily for employees of educational institutions. For example, educators are required to prepare a report on the work done for the year in middle group in accordance with the training plan. However, annual reporting exists in all types of enterprises, as it contributes to business development.

For professions

An employee of a preschool educational institution interacting with children draws up a ready-made report in which he summarizes the results of the school year and analyzes the development of the GEF program by children. The plan of the report of the educator on the work done:

For deputies, the content of the report on the work done depends, first of all, on the direction of the activity of the State Duma employee.

In accordance with this, the composition of the information that the document contains is formed, and its volume, respectively, depends on the type of report. The report can be made in any form. The general content of the annual or quarterly report of a deputy includes the following items:

  • a name that fully reveals the content of the document;
  • list of completed works (events);
  • detailed analysis of the most priority areas of activity;
  • summarizing;
  • plans for the period following the reporting period.

For professions such as art or music director, reporting can be of a very different nature, since it depends on the organization in which the this employee. If it's state educational institution, reports will be mainly annual or quarterly. If a temporary employment contract was concluded with an employee, then most likely the employer will require him to report for one event or weekly reporting with approximate content:


For office professions, such as a secretary or an accountant, most often managers provide for weekly, quarterly and sometimes daily reporting due to the complexity of the implementation. official duties. When writing a report, you should be guided by job descriptions made by the employer. If there is no instruction, then a list of job responsibilities can be found in employment contract. The document should indicate the amount of work performed and offer several options for rationalizing working conditions.

For people holding positions such as a personnel manager, the daily reporting format is suitable, since this profession involves the implementation of a daily plan drawn up directly by the authorities. As a reporting form, you should choose a form with fillable fields, which indicate:

  • the planned amount of work for the current day;
  • information about the work performed;
  • reasons for non-fulfillment of the plan;
  • reasons for overfulfillment of the plan;
  • Name of the responsible person;
  • date and signature of the employee of the organization.

The report of an employee associated with the medical field (head nurse, doctor, head of department, etc.) is most often quarterly or annual and has a formal meaning with approximate content:

  • the name containing the name of the profession of the compiler;
  • characterization of the compiler;
  • characteristics of the institution;
  • characteristics of the department in which the employee works;
  • list of professional duties;
  • documents in accordance with which professional activities are carried out;
  • activity structure;
  • department indicators (it is desirable to use a table format);
  • training;
  • summarizing;
  • suggestions for improving working conditions.

The document is often drawn up in free form, with the exception of those paragraphs where tabular data is required.

Feb 1, 2018 zakonadminnin

The main purpose of the report on the work done is a written record of the outcome of specific actions. Sample, template, example can be downloaded for free.

A progress report is an abstract concept. This document, which accompanies any act of the subject of legal relations, has a free form of execution. The main purpose of the act in question is the written fixation of specific actions. The page contains an example, a template, and sample progress report. Using a special direct link, you can download the desired text for free. The simplest format will allow you to change some paper abstracts in a word text editor, and apply the form in your own practice.

A report on the work done will be necessary for various professions and specialties: a kindergarten teacher, chairman of the HOA, nurse and other professions. Since the pact under discussion has the goal of summing up some results, its writing requires special attention from the author. When compiling a report on the work done, it is necessary to exclude grammatical and punctuation errors in the text as much as possible. The content must be checked several times and only then made public and publicized.

Mandatory items of the progress report

:
  • Director's approval, top right;
  • Name of the final regulation;
  • The period for which information is provided, full name of the accountable person;
  • Then performance indicators are entered in the form of a table or points;
  • At the end, the results are summed up, the person's signature and transcript are put.
The final regulation on the work done has unique properties and values. The information received by the reader in the process of studying the materials should be assimilated and understood. The process will not receive due attention and development if the results of the work done are not compiled with high quality and by an incompetent specialist. Do not include unnecessary facts in the content. However, the presentation of the whole picture of the procedures performed is also important. It is necessary to maintain brevity and at the same time the sufficiency of the presentation of the material for the convenience of the reader.

Have there been cases in your practice when you tirelessly plowed your arms, legs and other parts of your body 24 hours a day. Perfectly prepared object for sale. Already rocked the market with their commercial offers, have outlined a plan for further actions and, in complete harmony with yourself, are waiting for a natural result in the form of a deal and the subsequent receipt of honestly earned commissions.

But at some point, your client’s number is displayed on the phone screen and you, without suspecting anything, calmly pick up the phone. But instead of gratitude, you hear a lot of complaints, starting with the fact that you do nothing at all and ending with the requirement to terminate the contract and threats. Familiar?

Before you resent, put yourself in his place ...

The man made a deal with you exclusive contract. He has entrusted you with perhaps the most valuable possession he possesses. He believed you, he decided that you were almost a magician only and capable of helping him. But then, all the time that you work tirelessly, he DOES NOT HEAR AND KNOW nothing about you and your work! Accordingly, the suspicion grows that nothing is happening. Moreover, there will always be “good advisers” from among relatives, friends and acquaintances who will drip him on the brains and intimidate with horror stories about "deceivers", about "black realtors" and about "how expensive it is, but for such a job." Therefore, after 7-10 days, a completely logical and natural explosion occurs.

In fact, there is a very simple way to prevent such a development of events. It is enough to send the client a weekly report on the work done.

Regularly, according to a pre-formed template, draw up a report that will list all the actions and activities performed in the past. And send it to the seller by mail. And the client is satisfied - he understands what is happening, that they have not forgotten about him, they work on his topic, and you will always be protected from unreasonable claims.

Now we will form the requirements for the document "Report on the work done":

What must be in the report

    • Contract number
    • Agent contacts
    • List of actions performed and activities carried out
    • Report creation date and signature

Transfer Methods

    • Email
    • print and hand over

Report transmission time

    • Friday evening is optimal (when you have the results of the week's work)
    • Or after the last inspections on the weekend

IMPORTANT!

    • If your report contains a list of Internet resources on which you placed ads, be sure to indicate links to these ads
    • If you have published in the media, attach photo or screenshot ads
    • If you have created a separate presentation don't forget to attach it to the report

By following these simple steps, you will quickly reduce the number of such calls to a minimum. And, by the way, it will become much easier for you to control the situation. Well, in order to simplify this already dustless job of creating reports as much as possible, we suggest you download an example of a ready-made template.

about the author

Tatiana Porubaimikh. Organizer and head of the consulting center Arsenal consult. Concurrently, the ideological inspirer of the project and the generator of ideas. Also a consultant. Main direction: marketing and copywriting. Tatyana is a marketer whose portfolio includes successfully implemented projects in a wide variety of areas.

It is necessary to verify the fulfillment of the task, which the contractor undertook under the contract for the provision of services, is necessary to determine conscientious performance terms of the agreement and resolving the issue of payment of remuneration.

Since contractual relations with the contractor are often concluded in writing, the report on the services rendered, its sample, which confirms the work of the contractor, must also be submitted in the form of a written document.

Artist's report

The Contractor, drawing up a written report for the customer of the service, thus sums up the result of all the work done, undertaken under the contract.

And, as a rule, final result is already known to the customer and in the report it is required to describe what steps were taken to achieve the result, what was required for this and what consequences each such action brought.

As a rule, a report is a pivot table, arbitrarily compiled by the performer. In such a table, point by point, the operations performed, if the case is commercial, the costs incurred by the contractor, and the results that were achieved when performing each individual action, are indicated. At the end, the result is summed up, some final amount can be fixed.

A written report, which the customer accepted and approved, is indisputable evidence that the contractor has completed his work and has not violated the terms of the contract. After signing a report on the services rendered, a sample, you can demand payment for the services performed.

Substantiation of the contractor's report

A simple written document on the work done is not enough to establish the fact of fulfillment of obligations under the contract.

Documentary evidence must be attached to the report that each action indicated in the report took place and each amount spent was directed exactly to what was indicated in the report.

Thus, confirmation of concluded transactions must be copies of contracts or other documents. Spending is confirmed by checks or receipts in receipt of money, if it was required to visit any places, documentary evidence from there.

Since the provision of services is a fairly wide area of ​​activity, the contracts for these services themselves, as well as reporting forms, can take various forms. It all depends on the specific task taken by the performer for implementation.

It is important to know that a written report is required when concluding a written agreement. In the report, the information must be conveyed in such a way that the customer has no doubt that the contractor has somehow violated the conditions and obligations assumed.

Below is a typical report on the services rendered, a sample and a form, a version of which can be downloaded for free.

The head of the enterprise in connection with the business need sends the employee on a business trip.

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For this, an appropriate one must be drawn up. It indicates the position and surname of the employee, the destination and purpose of the trip.

After arrival, the employee draws up a trip report. In the document, he describes in detail what was done during the trip and whether its goal was achieved.

Let us consider in more detail what a trip report represents, we will give an example of writing, we will indicate what requirements apply to it, how to report correctly and in what time frame it needs to be done.

What is this document?

Each document in the enterprise belongs to a specific workflow group.

The travel report is included in the list of travel documents. It also includes a business trip order, travel certificate and.

Checking travel documents is within the competence of the tax authorities - in particular, when checking personal income tax and income tax. Therefore, when compiling a report on a business trip of the accounting department, special attention should be paid to the correctness of their filling.

The travel report must be prepared by an employee sent on a business trip.

The employee is issued a job assignment along with a travel certificate. It has a column indicating the purpose of the trip and a report on the work done. It is in the second column that information about the work done should be entered.

A short report on a business trip is prepared to explain the fulfillment of the purpose of the trip.

Is it required?

Until 2019 inclusive, when sending an employee on a business trip, the preparation of a travel certificate and a job assignment was mandatory and enshrined in regulatory documents.

On 01/08/15, the item was abolished.

It became optional to issue a travel certificate and a job assignment, including a trip report - at the discretion of the head and accounting department.

With a large flow of employees sent on a business trip, in order to avoid confusion in the calculation of salaries and taxes, it is recommended to draw up reporting documents, as before.

This should be noted in the local act.

Benefits of compiling a trip report:

  • when calculating salaries, the accountant has documented confirmation that the employee is on a business trip;
  • with a large number structural divisions and employees, the head of the department in the job assignment prescribes: the purpose of the trip, the number of days, the destination, employees (surname, position).

How to write a trip report?

According to the law, created unified form trip report.

When compiling the document, the employee must be guided by them.

Consider what requirements apply to the document, what columns it consists of and how to fill it out correctly.

Document Requirements

A report on the work done on a need-to-know basis must be drawn up no later than 3 days after the return.

Form and Sections

Since 2013, the legislation has allowed the use of a form developed by the organization independently.

It must be approved in accounting policy(attached to it). A standard report form is drawn up in the form No. T10-A (a sample is given below):

The service task performs the following functions:

  • the purpose of the trip and related tasks are clearly stated;
  • the worker makes a report on the work done.

Service Assignment Sections

To be completed by the head of the department:

  • name of the organization (full or abbreviated);
  • document number and date of compilation (must match the travel certificate);
  • surname, name, patronymic of the employee sent on a business trip and his personnel number from the personal file;
  • the department to which the employee is attached (in a small organization, its name is indicated if there is no division into departments);
  • job title;
  • destination: city and organization;
  • business trip period: start date, end date total period;
  • who finances the travel expenses: sending or receiving party;
  • reason for the business trip: business trip plan, business need, etc.;
  • the purpose of the trip and related tasks;
  • signatures of the head of the department and the director.

To be filled in by an employee sent on a business trip:

  • progress report;
  • employee's signature.

When making a business trip, the assignment is transferred to an employee with a travel certificate or stored in the accounting department until the employee returns.

Filling rules

The rules for filling out a trip report are simple.

Before sending on a business trip, the head of the department prescribes the purpose of the trip. Accordingly, for these purposes, the employee must draw up a report on the work done.

Do not limit yourself to the word "completed". His task is to write a detailed explanation of what was done.

It is necessary to draw up a report in such a way that during the subsequent tax audit, specialists do not have questions about the need for a business trip and, in particular, the direction of this employee.

If a task fails, you must specify a reason. If it is respectful, the organization may decide not to recover the travel expenses incurred from the employee.

If there is not enough space to fill out the report, you can continue it on sheet A4. However, this will not be counted as a violation of the law.

How to write correctly?

The trip report (sample) is shown below:

In addition, the organization may use its own travel report form.

An example of such a form:

Who signs and agrees?

At least 3 signatures must be affixed:

  • the employee who issued the business trip;
  • head of the department - checks the correctness of filling;
  • the head of the enterprise - approves and puts a resolution.

Terms of submission

Returning from a business trip, according to Decree No. 749, an employee is required to fill out a report on the work done within 3 working days.

He fills out a report on what was done, provides documents confirming the expenses incurred.

Accompanying documents

When sending an employee on a business trip, the following set must be issued accompanying documents:

  • (For certain groups citizens);
  • order to send on a business trip: the surname, initials of the employee, position, destination of the trip, purpose and timing are indicated;
  • service task: information similar to an order is indicated, an additional column appears with a report on the completion of the task for the employee.

The advance report is compiled simultaneously with the writing of the trip report.

It is issued to confirm the advance payment issued or to receive money spent on travel expenses. Accompanied by documentary evidence: receipts, checks, tickets.