Elements and Performance Criteria
- Prepare for the reporting requirement
- Purpose or objective of the report is identified, clearly defined and confirmed with the customer or sponsor.
- Project timeframe and outline plan of the main activities are prepared and confirmed with key parties.
- Requirements for information entry, storage, output and quality of document production are identified in accordance with enterprise procedures.
- Plan the research effort
- Scope and nature of the information requirements are identified.
- All possible sources of the required information are researched and identified.
- A systematic research or information collection plan is designed to optimise the process.
- Resources are obtained and scheduled to service the research requirements.
- Conduct research
- Research is undertaken effectively in accordance with the plan.
- Experiments and tests to support the research effort are conducted in a manner which ensures the demonstrable integrity of the outcomes or findings.
- Research findings are logged, documented and stored to maintain traceability.
- Preliminary analysis is conducted to identify requirements for variations or additions to the research plan.
- Analyse the information
- Information is sorted, documented and prepared for the analytical process.
- Information and data is manipulated to enable reasonable comparisons and judgements.
- Clarification by way of expert advice and opinion is sought.
- Conclusions and findings reached are logical and based on objective analysis of the available data.
- Prepare and present the report
- Report clearly defines the objectives, process, findings and further actions.
- Report addresses and satisfies the stated objective and timeframe.
- Report and associated presentation materials are of a standard and quality for the intended audience.
- Reader comprehension of the report is aided by use of executive summaries and attachments.
- Protocols, conventions and legal requirements related to acknowledgements and intellectual property are applied.
- Information management requirements, including documenting and repository actions are satisfied in accordance with enterprise procedures.