Monthly progress report form. Writing a report on educational practice: structure, design, sample, recommendations

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

Reports in various enterprises

Each enterprise has its own level 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 a kindergarten is intended for the end of the year, since the document highlights the results of the education and upbringing of children for the entire school year.

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

Therefore, a kindergarten employee, first of all, should indicate in his report the characteristics of groups of children, development programs (in accordance with the standard), learning achievements and future prospects.

A report on the work done in another municipal institution, for example, in a cultural center, 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 determine the subsequent content of the report, describes the success of the organization and focus on future activities.

The document can be drawn up by the employee in free form in compliance with the minimum formatting requirements. 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 accounting regulations. It is best to use a template when writing a report.

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

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

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

When drawing up reports, we must not forget that in any reports on the work done, attention is paid not only to the positive aspects of the activity, but also to the negative ones. This is due to the fact that knowledge of the failures of the organization or individual employees and the search for a way to solve problems will help to adjust the activities of the institution, making its work more effective.

Over 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 daily reporting, the best format is a table or form with fill-in-the-blank fields.

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

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

If the enterprise provides for weekly reporting by an official, then in this case the document needs more detailed elaboration, since the size of the report directly depends on the duration of the period of work.

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

When an employee compiles a report on the work performed, more attention should be paid to each stage, because a report for a week or a month must contain all the nuances of work necessary to analyze the activities of the enterprise and each employee individually.

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

Annual and quarterly reporting, unlike weekly reporting, does not imply analysis of each step. The annual report is intended to provide a general analysis of the work done. The document compares the result and the plan, and 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 draw up a report on the work done for the year in the middle group in accordance with the training plan. However, annual reporting exists for all types of enterprises, as this contributes to business development.

For professions

An employee of a preschool educational institution who interacts with children draws up a prepared report in which he sums up the results of the school year and analyzes the children’s mastery of the Federal State Educational Standards program. Plan for the teacher's report on the work done:

For deputies, the content of the report on the work done depends, first of all, on the focus of the State Duma employee’s activities.

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

• a title that reveals the contents of the document as fully as possible;
• list of completed works (events);
• detailed analysis of the highest priority areas of activity;
• summarizing;
• plans for the period following the reporting period.

For professions such as artistic or musical director, reporting can be of a very different nature, since it depends on the organization in which the employee works. If this is a public educational institution, then the 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 provide a report for one event or weekly reporting with approximate content:

For office professions, such as a secretary or accountant, managers most often require weekly, quarterly and sometimes daily reporting due to the complexity of performing job duties. When writing a report, you must be guided by the job descriptions drawn up by the employer. If there are no instructions, then a list of job responsibilities can be found in the 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 HR manager, the daily reporting format is suitable, since this profession involves the implementation of a daily plan drawn up directly by superiors. As a reporting form, you should select a form with fillable fields indicating:

• planned amount of work for the current day;
• information about the work performed;
• reasons for failure to implement the plan;
• reasons for exceeding the plan;
• Full name of the responsible person;
• date and signature of the organization employee.

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:

• a title containing the name of the compiler’s profession;
• characteristics of the compiler;
• characteristics of the institution;
• characteristics of the department in which the employee works;
• list of professional responsibilities;
• documents in accordance with which professional activities are carried out;
• activity structure;
• department indicators (it is advisable to use a table format);
• training;
• summarizing;
• proposals to improve working conditions.

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

Feb 1, 2018 zakonadmnin

A sample of such a document is given below. “To: Head of the planning department Ivanov P. M. From: Economist of the 1st category of the planning department Petrov Yu. R. Type of document: report on the work done for the period from 02/15/16 to 02/19/16. The following was done:

• the working hours of the production workshop were timed;
• the timing results were entered into the work program;
• new time standards have been calculated;
• responded to requests from labor safety inspectorates, as well as several clients;
• took part in a conference on improving labor efficiency at the enterprise.

Date of compilation: 02.19.16 Signature: Petrov Yu. R.” If an employee draws up a report on the work done in this way, then management will consider that he is not busy enough.

Progress report: sample

All types of resources should be indicated, namely: time (how long it took you to complete the given work), people (how many employees did you have to resort to), finances (did you meet the budget planned for the project). Next, you should briefly but clearly describe the methods and methods that you used to complete the work.
3 When the report is ready, re-read it carefully to identify possible shortcomings. Look, perhaps the report will be more clear if it is illustrated with tables, graphs or diagrams.

Take the time to compile tables and attach them to the report. Management will appreciate this meticulous approach to work.

If the report requires it, be sure to attach the necessary documents to it. This could be a financial report on a business trip, an agreement with a supplier or client, in general, anything that demonstrates the work you have done.

Examples of progress reports. how to write a report

The purpose of the trip and the tasks that must be completed during it must be described in such a way that during subsequent checks, no one will have any doubts about the necessity and production nature of the business trip. The job description is drawn up and signed by the head of the department, and approved by the head of the enterprise.

2

The second part of form No. T-10a is divided into two columns. The first lists the contents of the task (purpose) of the trip, the second contains a brief report on the completion of the task. If no problems have arisen, then it is enough to write the word “Completed” after each item and after the words “Employee” indicate your last name, initials, and put the date.

How to write a progress report for the first time

When your document is quite lengthy, create a table of contents separately - this will make your report easier to navigate. There may also be this version of the report: Full name. Position Division Key achievements over the past period:

• in professional activities;
• in terms of personal development.

What was not accomplished and for what reason. The need for additional training. Suggestions for improving the organization of your work. Desired areas of responsibility and career development. Signature Date The ability to write an intelligent report on the work done will help you provide concrete evidence that you are working conscientiously, cope with your responsibilities.

Progress report: sample and step-by-step instructions for preparation

In the event that the organization does not hold weekly results, but you are required to create a report on the work done for the year, do not panic and become hysterical. All the information is available around you: look at the history of messages in document logs or in email, open the folder with your reports, study travel sheets.

Important

All this will help you remember the feats that you accomplished during the working year. Let's summarize Above we gave some examples of how to write a progress report.

The main thing is to describe the operations performed, indicating quantitative characteristics (so many times or such and such a number of pieces, etc.). This way, you will let management know exactly how much work you have completed.

We must not forget to indicate at the beginning of the report a list of specific tasks that you were given to complete.

How to write a report on the work done?

On the contrary, your boss will appreciate your ability to express your thoughts in a concise form, clearly and competently. 6 Complete the main part of the report with appendices confirming the facts you described. These may be invoices and other accounting documents, copies of letters of gratitude, publications about the event in periodicals, etc.

Attention

Conclude the report with a “Conclusion” section. Here you will formulate those conclusions and suggestions that arose after completion of the work and may be useful for the organization in the future. 8 Print the report on A4 sheets. Do not use fancy fonts or character sizes below 12.

Number the pages. If the report is large, print a table of contents on a separate sheet, which will help you quickly navigate the text. Create a cover page and place the report in a folder. Video on the topic The reports that we have to write at work are different.

The chief accountant must report daily on the work done

This document allows you to evaluate the quality and speed of task completion by an employee. Reporting documents of all employees provide an opportunity to create an overall picture of the company's work and facilitate tactical and strategic planning. The employee himself needs the report. Firstly, a well-written final document helps to present the results of your work favorably to management. Secondly, the report is a useful self-control tool.
At the end of the reporting period, you see your successes and failures. This will show you the directions in which you need to develop.

Read all about reports in the electronic journal “Handbook for the Secretary and Office Manager.” What to write in a progress report There is no single standard sample of a progress report. The document is drawn up in free form. It depends on the nature of the tasks performed.

How to write a report on the work done by an accountant

The labor process consists of setting tasks by the manager and their implementation by the company employee. From time to time, each employee writes a report on the work done.

The frequency depends on the internal rules of the enterprise, as well as the form. Do not underestimate the importance of this document for management.

In this article we will look at how to properly prepare a report on the work done, a sample of filling out the document and some tips for drafting it. Why you need to be able to report on your work correctly The work process can be represented as a complex mechanism in which each employee of the company is a gear.
In this example, the head of the organization acts as an engineer who is responsible for ensuring that all mechanisms work smoothly and as quickly as possible.

How to write a progress report for an accountant

Sometimes when preparing an accounting report, it requires an explanatory note. It is usually not large in volume and some numbers are explained in it.

For example, why some indicators have decreased, what caused the increase in other indicators, what is the general trend towards growth and development, according to the report figures. Classification of progress reports Reports are classified according to two criteria

• By time of reporting period: daily, weekly, monthly, quarterly, semi-annual, annual.
• By composition and volume: a report on the work done by one division of the organization and a report on the work of the entire organization.

Compiling a daily or weekly progress report is rarely difficult.

Typically, they consist of several digital indicators that reflect the main activities of the organization.

How to properly prepare a report on the work done by an accountant

Instruction 1 Select your resume carefully before the interview. Don't waste your time on people who don't meet all your requirements. Consider the following information about the applicant: age, presence of children, education, work experience, willingness to travel (if the vacancy requires them), computer knowledge, etc. Immediately weed out those who do not suit you even on one point. 2 Invite suitable applicants for an interview. Pay attention to the candidates' punctuality. If a person is late, there is a chance that he will be constantly late for work.

Of course, such employees are not needed. 3 Look at what the applicant looks like. You should not hire people who look vulgar or unkempt.

This is very important for the entire team. An unpleasant colleague can cause valuable employees to quit. 4 See how suitable the person is in terms of external parameters.

How to properly write a report on the work done by an accountant, sample

An important part is the completion of the report. Be sure to write down what you want to implement at work in the near future. This will show that you look more broadly than just the area of ​​your immediate responsibilities and functions that must be performed according to the job description. You can also consider the example above. To make it easier to prepare such reports, you can write down the work done daily in a notebook or electronic document. You will spend only 3-5 minutes a day on this little thing. It's not that much. However, thanks to such records, you can easily create a report on your work for any period in the future.

• 05.04.2016

Progress report
representative of the interests of the Russian Federation in the management bodies of the open joint-stock company "NAIFI"

Open joint-stock company "Research Order of the Red Banner of Labor Photo Institute" (abbreviated name - OJSC "NAIFI") was formed through reorganization in the form of transformation of the Federal State Unitary Enterprise "Scientific Research Order of the Red Banner of Labor Photo Institute". OJSC "NAIFI" was registered on March 29, 2009 by the Interdistrict Inspectorate of the Federal Tax Service No. 46 in Moscow, with the main state registration number - 109774263985367. Certificate of state registration of a legal entity, series 77 No. 04919010504, issued on March 29, 2009 by the Interdistrict Inspectorate of the Federal Tax Service No. 46 in Moscow. JSC "NAIFI" has the following legal and postal address: 195161, Moscow, Ashinsky Prospekt, building No. 237, contact numbers: ____________, fax __________, email address: ____________. The main activity is research. Since the state registration of NAIFI OJSC, the types of activities have not changed, the authorized capital has not changed.

The Company’s activities in 2010 were carried out in accordance with the Federal Law of the Russian Federation dated December 26, 1995 No. 208-FZ “On Joint Stock Companies”, the Federal Law dated November 21, 1996 No. 129-FZ “On Accounting”, other regulatory documents, the Order of the Federal Agency for State Property Management dated June 30, 2010 No. 1918-r “On decisions of the annual general meeting of shareholders of the open joint-stock company “Research and Research Order of the Red Banner of Labor Photo Institute””, other orders of the Federal Property Management Agency. The mandatory annual audit of JSC NAIFI based on the results of 2010 was carried out by Firm TIGA LLC.

The authorized capital of the Company is 28,976,000 (twenty-eight million nine hundred seventy-six thousand) rubles and consists of 289,760 (two hundred eighty-nine thousand seven hundred and sixty) registered ordinary uncertificated shares with a par value of 100 (one hundred) rubles each. The owner of 100% of the Company's ordinary uncertified shares is the Russian Federation, represented by the Federal Agency for State Property Management, and therefore the Russian Federation has a special right to participate in the management of the Company, the right to a “golden share”. The size of the authorized capital of the Company complies with the requirements of Art. 26 of the Federal Law “On Joint-Stock Companies” and exceeds a thousand times the minimum wage established by the Federal Law on the date of registration of the Company.
The issue of shares was not registered due to the fact that during registration, technical errors were identified in the statutory documents of OJSC NAIFI, which served as the basis for refusal of state registration of the issue of shares. To eliminate these technical errors, an application has now been filed with the Moscow Arbitration Court. The Company has no preferred shares.

In the reporting period, JSC NAIFI did not make investments, including those aimed at the construction of social, cultural and public utility facilities.

There were no structural changes in the range of services provided by the Company, as well as in the shares of service markets that the joint-stock company has in 2010.

In 2010, the annual general meeting of shareholders was held on June 30, 2010. Agenda: - approval of the annual report, annual financial statements, including the profit and loss statement of NAIFI OJSC for 2009; approval of the distribution of net profit; - election of the Board of Directors of the Company; - election of the Company's audit commission; - approval of the auditor of JSC NAIFI was not carried out. The decision of the annual general meeting of shareholders of the open joint-stock company “Research Order of the Red Banner of Labor Photo Institute” for 2009 was formalized by Order of the Federal Agency for Federal Property Management dated June 23, 2010 No. 1918-r “On decisions of the annual general meeting of shareholders of the open joint-stock company “Scientific” -research photo institute of the Order of the Red Banner of Labor." In accordance with the Decision of the annual general meeting of shareholders, net profit in the amount of 321,200 rubles remaining at the disposal of the Company was used as follows:

Each of us many times in our lives is faced with the writing and execution of various documentation. This documentation also includes a report that may be required both from the student in his studies and from the employee at his place of professional activity. Therefore, it is important for everyone to know how to write a report correctly and format it. Writing reports is a fairly broad topic and includes many nuances, because reports vary in form and content. We will limit ourselves to the most popular cases, tell you how to write a report on your studies and work, and also highlight the basic requirements for any kind of reports.

General rules for writing reports

How to write a report correctly? Any report must meet the following criteria:

1. Brevity. The report must clearly and concisely present all the necessary information, using simple business language.
2. The report must begin with a properly formatted title page (required for large reports).
3. If you still need to write a large report, then you also need to create a table of contents and indicate the main thoughts and ideas of the report on one additional sheet.
4. Clear structure. The report should be logically structured. At the beginning it is necessary to introduce the matter, indicating all the necessary data, in the middle - the main thoughts of the report, at the end - conclusions.
5. Sentences in the report should be short and correctly constructed, there should be no huge paragraphs. The use of headings and subheadings is encouraged. The report must be readable.
6. To reveal the topic, if necessary, draw up appendices to the report: diagrams, drawings, diagrams, tables.
7. The report is best presented in a special folder.

Work report

Managers and directors often require special reports from employees on the work done. How to write a report in this case? Be guided by the form of writing and preparing reports that is accepted in your company; all the tips described above will also suit you. In addition, the following recommendations can be made for the working report:

The report does not have to be drawn up on letterhead if it is accompanied by a letter or explanatory note.

If a work report for a certain period is submitted to the boss, then a covering letter is not required in this case.

The trip report must be submitted along with all the necessary documents.

The report should be written on standard sheets (A4) and formatted in accordance with GOST R 6.30-2003.

For a large report, you need to design a title page; for a small report, the title of the report can be indicated at the top of the first sheet. First you need to indicate the word “Report”, then its topic and the period for which the reporting is provided.

The working report begins with an introduction, which describes the problem, objectives and goals of the work performed. If the report is a standard document with a set frequency (for example, quarterly or monthly), then the introductory part is not needed.

How to format a report in its main part? Here you need to list and disclose all the types of work that you have completed, and you must indicate the deadlines for completing each specific task. If there are any, then you should indicate difficulties in performing the work or the reasons why the work was not completed properly, and explain why this happened.

At the end of the report there is a conclusion in which it is necessary to indicate the conclusions and evaluate the effectiveness of the work done in accordance with the assigned tasks.

A work report is not just a piece of paper, it is an important document that can seriously affect your career, so take its writing and design seriously.

Study report

Another type of report is student reports, the most popular among them is the practice report, so let's talk about how to write it correctly.

The internship report is an important document confirming the student’s successful completion of the internship.

The final grade for the internship, which will go towards the diploma, will depend on this report, so you need to take its writing and formatting seriously.

How to write a practice report, where to start? In the practice report, it is imperative to properly format the title page. Surely your educational institution has templates for designing title pages; you can use the most suitable one and design your title page using its example. The title page must indicate your last name, first name and patronymic, the company where you completed your internship, and the period of internship (from what date to what date).

The internship report begins with a description of the enterprise where you worked. Indicate the basic necessary data - what is the name of the company, what does it do, what are its main characteristics (how long has it existed, how big is the company, etc.).

If the internship was completely introductory and you did not take an active part in the work, then it will be enough to indicate basic information about the enterprise. The situation is different with industrial practice - most of the report should contain information about your practical activities and its results.

Next, you should indicate your goals and objectives (this will benefit you). A goal is what you want to achieve from practice; describe the goal specifically and accurately; you can specify different goals. For example, gain new knowledge related to the profession, consolidate and learn to apply theoretical knowledge in practice, etc. Objectives are ways to achieve goals. For example, a systematic visit to the enterprise where the student is doing an internship and a careful study of its work; conversations on professional topics with company employees; performing various types of work according to the instructions of the boss, etc.

The next important and basic point that should be described in detail is all the types of activities that you were involved in in practice.

Many teachers advise their students to write down all their activities in the report, even if it was a very short call to a client or a very light work assignment. One of the most convenient forms of writing this part of the report is as follows: first - the full date (note all days of practice in order), then - what the student did on each day of practice, and after - a micro-conclusion (what the student learned, what experience the student gained). You can not draw a conclusion from each entry, but draw it up at the end, entering all the necessary information there. Your main goal in this part of the work is to fully and competently talk about what you did in practice, what kind of work you had. You can also note the difficulties you encountered and indicate possible reasons for their occurrence or focus on what you liked most in practice and explain why.

The final part of the report on student practice is the conclusion. It is by the conclusions in the report that teachers will judge how well you mastered the profession, what you were able to learn, and how much you were able to apply your knowledge in practice. Pay special attention to the formatting of your conclusions. Clearly and in order (you can use a list) to state everything new that you have learned and mastered in practice. In any case, write honestly, there is no need to invent something that does not exist; an experienced teacher will notice artificiality. Let it be a simple and honest story, but detailed and detailed.

As for the design of the report, it must comply with norms and standards. You can ask your department about which one, they will probably tell you. Well, in general, the font should be simple (Times New Roman), size – 12 points, line spacing – 1.5. A clear division into parts, chapters, paragraphs and lists, if necessary, is encouraged. The report must be readable and meaningful.

Now you know how to write a report on work or educational practice. We have outlined all the basic requirements for this kind of reports, we hope that our advice will help you.

How to write a correct report

Every year, employees of firms, enterprises and organizations write thousands of reports on their work - monthly, quarterly, annual. And they are rewritten thousands of times over and over again. It seemed like he was talking about the work, but here he formatted it incorrectly, here he wrote it wrong, and the boss completely tore out the third page and threw it in the trash. The report must be presented in a favorable light.

Instructions

Any report is, first of all, an analysis of your work over the past period, showing whether you have completed your tasks or not. Don’t be lazy to start collecting the indicators you need in advance. Otherwise, one of your colleagues will let you down by forgetting to provide you with statistics. And only when all the documents have been collected, start working on the report. Review the documents and come up with a clear plan for working on the report. Determine the importance of each position, how you will characterize it, what new and promising things you have done for the company during this period, whether the profit from your actions has increased (or the company’s funds have been saved). If something didn't work out, think about why. Try to reflect the most important indicators in the form of tables and graphs in comparison with last year. This will clearly show the growth of performance indicators, whether the plan for this period was fulfilled, which is important when preparing reports.

The language of presentation is official, businesslike. There is no need to “spread your thoughts over the tree,” clearly describe all the achievements during this period, what innovative ideas you contributed and what the result was.

The report is drawn up on A4 sheets, standard margins, Times New Roman font, size 12 or 14. It is better to use one and a half spacing, indentation “red line”, alignment “width”. This will make your report more readable. And don't forget about page numbering.

Helpful advice

A report on the work done is, first of all, a summing up of the results of your work, the plans and tasks you have completed, so do not treat it as a tedious official document, show patience, and somewhere imagination, and then your report will be appreciated more than once as an example to everyone else.

• how to write reports correctly

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How to write a correct report

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How to write a correct report

Typically, the report is accompanied by an explanatory note or letter, so there is no need to write it on letterhead. If this is a report on a business trip, then it is attached to the entire package of documents, and if it is a report on work for a certain period, then it is transferred to the immediate superior and in this case a cover letter is also not required. Write it on a standard sheet of paper and format it in accordance with GOST R 6.30-2003.

If this is a serious, multi-page report, for example, about tests carried out, then it is better to make a title page. For a short report, simply write the title at the top, on the first sheet. After the word “Report” in the title, indicate the topic of the report and the period for which you are reporting.

In the introductory part, describe the problem, goals and objectives of the work that you carried out. If this is standard reporting with a set frequency - a monthly, quarterly work report, then there is no need to write any introductory part - its essence is already stated in the title.

In the main text of the report, list the work that you performed as part of the assigned task and indicate the deadline for completing each item. After this, give a conclusion about how much you managed to complete the tasks that were assigned to you.

Analyze why, if any, you failed to accomplish everything you set out to do. This could happen due to time constraints, lack of materials or lack of necessary equipment. List all the reasons that influenced this. In fact, this part of the report is the most important, because here you must list the objective reasons that prevented you from doing the job conscientiously. Thus, you shift the responsibility for this to management, who failed to provide you with everything you need.

Based on your report, management is obliged to draw conclusions and take the necessary measures to provide you with all the materials and equipment necessary for work or to extend the period for completing certain types of work.

How to write a progress report

You will need

• computer, internet, A4 paper, printer, pen, company seal, relevant documents

Enter the name of your organization on the form.

Indicate the document number and date of preparation.

Enter the enterprise code in accordance with the All-Russian Classifier of Enterprises and Organizations.

Write the last name, first name and patronymic of the employee sent on a business trip.

Enter the personnel number of an employee in your organization.

Enter in the appropriate field the structural unit of the company where the employee works. Fill out the “Position (profession, specialty)” field by entering the position of the employee sent on a business trip. Enter the destination of the business trip, country, city, name of the organization where the employee is going.

Enter the start date of the business trip and its end date.

Indicate the total number of calendar days the employee is on a business trip and the number of days excluding travel time.

Enter the name of the organization that will pay for all upcoming expenses of the employee on a business trip, for example, hotel accommodation, travel, etc. The basis for paying the expenses of an employee sent on a business trip will be tickets, hotel payment receipts, etc.

The head of the structural unit in which the employee sent on a business trip works, and the director of the enterprise write their signature, transcript, and position.

Upon returning from a business trip, the employee makes a brief report about the business trip and enters it in the appropriate field.

The employee signs.

The head of the structural unit writes a conclusion on the completion of the task and puts his signature with the transcript.

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The main purpose of a progress report is to record in writing the results of specific actions. Sample, template, example can be downloaded for free.

A progress report is an abstract concept. This document, accompanying 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 recording of specific actions. The page contains an example, template and sample progress report. Using a special direct link you can download the required text for free.

The simplest format will allow you to change some of the abstracts of the paper in the word text editor, and use the form in your own practice.

A report on the work done will be necessary for various professions and specialties: 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, you need to eliminate grammatical and punctuation errors in the text as much as possible. The content must be checked several times and only after that made public and publicized.

Mandatory items of the progress report

• Director's approval, top right;
• Title of the final regulations;
• The period for which information is provided, the full name of the reporting person;
• Then, performance indicators are entered in the form of a table or items;
• At the end, the results are summed up, the person’s signature and a transcript are given.

The final regulations on the work done have unique properties and meanings. The information received by the reader in the process of studying materials must be assimilated and understandable. The process will not receive due attention and development if the results of the work done are not compiled with high quality and by a competent specialist. You should not add unnecessary facts to the content. However, presenting the full picture of the procedures performed is also important. It is worth maintaining brevity and simultaneous sufficiency in the presentation of material for the convenience of the reader.

Date: 2016-03-29

Sample progress report

ANSWER:
(material prepared by I. Kurolesov, Leading Legal Adviser of SPAR RETAIL CJSC)

Increasingly, employers require reports from their employees about the work performed, and it does not matter what kind of work they do, what positions they hold, or how long they have been working in the company. And, as a rule, such an employer’s right is not specified in any internal documents of the company. Despite this, employees unconditionally draw up reports for the month, for the quarter, for the year - depending on the purpose of their preparation (after all, it is extremely difficult to object to the employer). In the article we will talk about why a report on work performed is needed, who and under what conditions can require it to be submitted, what it should contain, whether it needs to be approved
its shape and store according to all the rules.

What is the report for?

It is known that the need to attract personnel must be economically justified, because remuneration of hired workers for an organization is an expense item, and quite a significant one. Almost every head of a structural unit of an organization, when selecting workers through the personnel service, must justify the following important points to management:
— staffing level of the unit;
— the department’s wage fund;
— organizational structure of the unit;
— functionality of department employees;
— requirements for candidates (education, qualifications, work experience, professional skills, etc.).
Only after the motivated proposal of the head of a structural unit to hire workers is approved by management, will it be possible to open vacancies and search for candidates. However, justification for the need to “maintain” this or that employee is not
ends after he is hired. On the contrary, it is just beginning. So, he will need to perform a volume of work determined by his immediate supervisor. It must be said that in rare organizations production standards are calculated (this is usually done by economists and financiers, who, even if they work in the company, always have more important work to do). In practice, the task of distributing the amount of work between employees of a structural unit, as a rule, falls on the shoulders of the head of the unit, who must act according to the principle “every employee must be on the job.” At the same time, the head of the unit must plan the work of his wards. In turn, in order to work more efficiently, the employee must plan his own working time. After the plan is drawn up and approved by the head of the structural unit in the manner established in the organization, the manager must also adhere to it
structural unit, and subordinate employees. Of course, in order to take into account the work done both of the unit as a whole and of its individual employees, when comparing it with the approved plan, the need for a report arises.
Thus, an employee report is necessary for:
— justification of expenses for remuneration of employees of a structural unit;
— using it as a basis for the purpose of submitting reports to counterparties under civil contracts for the provision of services/performance of work by its personnel (including outsourcing and outstaffing agreements);
— creating a kind of order and maintaining discipline in the unit;
— quick establishment of communication: which employee performed what work, when and (for example, in the event of conflict situations related to the employee’s failure to perform or improper performance of his or her job duties).

When is a report required?

It is important to note that the issue of employees providing reports on work performed is regulated by law only if the employee is sent on a business trip.

As for other cases, it is obvious that it is mandatory to submit reports on the work done only to those employees whose job responsibilities include this, i.e.

who has this stated in their employment contract and/or job description. Let us cite as an example excerpts from these documents.

Who can demand an account?

The question arises: to whom exactly should the employee report? To answer this, it is important to understand to whom the employee directly reports. As a rule, this information is indicated in the employment contract, as well as the job description (if any). Consequently, this employee’s immediate supervisor has the right to demand a report from him. Moreover, he has the right to demand a report not only on the implementation of the planned work, but also on any other.
Please note: an employee’s report on work performed can be used as the basis for a bonus system, i.e. incentives for employees of the organization. Then its content may indicate the following indicators for the appointment and payment of bonuses:
— fulfillment of the standard;
— performing additional work within the scope of the employee’s job responsibilities;
— high-quality and prompt execution of particularly important tasks and particularly urgent work, one-time assignments from management within the employee’s job responsibilities, etc. And vice versa: if an employee was assigned to perform certain work, but for some reason he did not complete it, the report will help the immediate supervisor identify the reasons (more precisely, you yourself must demonstrate them to him in the report).

If the report is missing

“What if an employee refuses to submit a report on the work performed,” managers sometimes ask, “can he be punished for this?” Theoretically it is possible. Article 192 of the Labor Code of the Russian Federation provides for disciplinary liability for failure to fulfill or improper performance by an employee of his labor duties. Accordingly, if submitting a report on work performed is the employee’s responsibility (i.e., it is enshrined in the employment contract and/or job description), then for failure to fulfill or improper performance of this obligation, the employer has the right to apply the following disciplinary sanctions: reprimand or reprimand (depending on depending on the seriousness of the disciplinary offense).

Of course, it is unlikely that any employer in practice will punish an employee in this way for failing to submit a work report by the required time.

Moreover, the employer, rather, needs not the report itself, but the execution of the work. And usually an employee who has not submitted a report at the request of the employer has problems not with the report itself, but with
performing the assigned work. Therefore, it is more correct for the employer to apply a disciplinary sanction specifically for the employee’s failure to fulfill or improper performance of his direct labor duties, rather than for failure to submit a report.

What is included in the report?

The employee's report may contain:


- work performed (can be listed in quantitative or percentage terms, indicating the time the work was completed and without it, etc.):
— planned work;
— unscheduled work;
- FULL NAME. and the position of the person who ordered the work (or the name of the customer organization);
— status of the work (completed in full or only some part);
— the result of the work (a document was prepared, a meeting was held, etc.);
— to whom the result of the work was transferred;
— with whom the employee interacted while performing work;
— whether the work performed corresponds to the approved plan;
— the date the report was compiled, as well as the period based on the results of which the report was compiled.
Of course, these are only approximate components of the report. It may not be as detailed.

A simplified version of the report is appropriate in cases where an organization or a specific structural unit has established a system for employees to submit daily reports. In a simplified version, the report mainly contains the following elements:
- FULL NAME. and the position of the employee;
— the structural unit where the employee works;
— work performed (scheduled and unscheduled);
— the date the report was compiled, as well as the period based on the results of which the report was compiled.
Please note: the report must be signed by the employee and submitted to the immediate supervisor.

Do I need to approve the report form?

As is known, there is no unified form for an employee’s report on work performed.
Firstly, because the law does not oblige employees to make such reports.
Secondly, each organization has its own specific activities and leadership style. This means that it is, in principle, impossible to approve a single reporting form for everyone.

However, if the organization has established document flow, documents are properly recorded and stored, then approval of the form of employee reports on work performed will be quite adequate. You can approve it in one of the following ways:
— as part of a local regulatory act, for example, instructions on office work or personnel regulations (if employees report centrally on the work done);
- by order (if employees of only certain structural divisions are engaged in this).

Do I need to store the report?

Regardless of whether the employee report form on work performed in the organization is approved or not, such reports are subject to storage. The question arises, how long should they be stored? Regulatory legal acts do not provide for rules for storing reports on
work performed, the preparation of which is not mandatory. Nevertheless, here are some excerpts from the List of standard management archival documents of 2010.
We recommend, based on the above items of the List, to adhere to the following storage periods for reports:
- an employee’s report on the work performed (except for “travel” work) - within 1 year;
— a summary report on the work of a structural unit — for 5 years.

You will find this and other consultations on current issues in the “Accounting Press and Books” information bank of the “ConsultantPlus” system.

The labor process consists of setting tasks by the manager and their implementation by the company employee. From time to time, each employee writes a report on the work done. The frequency depends on the internal rules of the enterprise, as well as the form. Do not underestimate the importance of this document for management.

Why you need to be able to report on your work correctly

The work process can be represented as a complex mechanism in which each employee of the company is a gear. In this example, the head of the organization acts as an engineer who is responsible for ensuring that all mechanisms work smoothly and as quickly as possible.

Healthy! In real life, it is quite difficult for bosses to evaluate how well employees are doing their jobs if they do not see the results of their work. Therefore, in almost all enterprises, management obliges each employee to regularly prepare a report on the work done. Often this document is created at intervals of 1 week. In this way, management can see what employees have been doing, as well as how useful they were to the enterprise.

Wrong example

The document is drawn up in free form. Perhaps this is why there are a large number of reports that do not tell management anything or make them think that the worker is not coping with the functions assigned to him. At the same time, a particular employee can be a real hard worker and exceed his plan. The culprit is an incorrectly compiled report on the work done. A sample of such a document is given below.

Type of document: report on the work done for the period from 02/15/16 to 02/19/16.

The following was done:

• the working hours of the production workshop were timed;
• the timing results were entered into the work program;
• new time standards have been calculated;
• responded to requests from labor safety inspectorates, as well as several clients;
• took part in a conference on improving labor efficiency at the enterprise.

Date of compilation: 02/19/16

Signature: Petrov Yu. R.”

If an employee draws up a report on the work done in this way, then management will consider that he is not busy enough.

What are the mistakes?

The above example clearly shows standard errors when drawing up documents of this kind.

The main ones are:

• lack of specifics;
• there is no analysis;
• The employee’s lack of initiative is emphasized by the lack of proposals in his field of work.

The above requirements must be used both when preparing weekly forms and when generating a report on the work done for the year.

Suitable option

It is likely that you will not be able to produce a high-quality report the first time.

To make it easier for you to do this, we give an example of how it was necessary to write a report to the manager on the work done, indicated in the first example:

The labor process consists of setting tasks by the manager and their implementation by the company employee. From time to time, each employee writes a report on the work done. The frequency depends on the internal rules of the enterprise, as well as the form. Do not underestimate the importance of this document for management. progress report

In this article we will look at how to properly prepare a report on the work done, a sample of filling out the document and some tips for drafting it.

The main ones are:

• lack of a list of tasks that were set for execution;
• there are no plans for the next reporting period;
• lack of specifics;
• there is no analysis;
• The employee’s lack of initiative is emphasized by the lack of proposals in his area of ​​work. report on
• work done for the year

Healthy! The above requirements must be used both when preparing weekly forms and when generating a report on the work done for the year.

Suitable option

It is likely that you will not be able to produce a high-quality report the first time. To make it easier for you to do this, we give an example of how it was necessary to write a report to the manager on the work done, indicated in the first example:

“To: Head of the planning department Ivanov P.M.

From: 1st category economist of the planning department Yu. R. Petrov.

Report on labor results for (02/15/16-02/19/16)

For the reporting week, I was assigned the following tasks:

• Carry out timing of work in the production workshop for which current time standards are missing or outdated.
• Based on the measurements taken, prepare for approval new standards for the work of the relevant structural unit.
• Take part in a conference on improving labor efficiency at the enterprise, scheduled for February 18, 2016, prepare questions and suggestions.

All assigned tasks were completed, namely:

• 5 timing tests were carried out and the same number of new standards for the work of the production workshop were drawn up;
• took part in the conference, a memo with proposals is attached.

Work was also carried out with incoming documentation, namely:

2 responses to IOT requests were compiled.

Answers to letters from gr. Yuryeva A. A., Zhakova S. I., Mileeva K. B.

A business trip is planned for the period from 02/22/16 to 02/26/16 to check the work of the structural unit of the Pechersk branch.

Date of compilation: 02/19/16

Signature: Petrov Yu.R.”

Agree that this version of the report is better read, and management can see how well one of the employees is working.

How to write reports for longer periods?

Of course, it’s not difficult to write a period of one week beautifully on paper. It is more difficult to prepare a report on the work done for six months or even a year. However, this is easier to do than it might seem at first glance. For example, if you have weekly reports for the required period, you can safely use them.

Maximum volume - 1 sheet of A4 format

At the same time, it is worth trying to enlarge the information somewhat so that the result fits on 1-2 pages. In the event that the organization does not hold weekly results, but you are required to create a report on the work done for the year, do not panic and become hysterical.

Let's sum it up

Above we have given some examples of how to write a progress report. The main thing is to describe the operations performed, indicating quantitative characteristics (so many times or such and such a number of pieces, etc.). This way, you will let management know exactly how much work you have completed.

We must not forget to indicate at the beginning of the report a list of specific tasks that you were given to complete.

An important part is the completion of the report. Be sure to write down what you want to implement at work in the near future. This will show that you look more broadly than just the area of ​​your immediate responsibilities and functions that must be performed according to the job description.

You can also consider the example given above

To make it easier to prepare such reports, you can write down the work done daily in a notebook or electronic document. You will spend only 3-5 minutes a day on this little thing. It's not that much. However, thanks to such records, you can easily create a report on your work for any period in the future.

Related Article How to Write a Public Report There is no one strict format for writing a report. Each organization, as it accumulates experience, develops internal rules and requirements for it. If this is your first time writing a report, try to make it meaningful and logical. Instructions 1 Determine the reporting form. The report can be textual or statistical. In the first, information is presented in the form of a coherent narrative, which, if necessary, is supplemented with tables, graphs and other illustrations. In a statistical report, the opposite is true: digital indicators and diagrams are accompanied by brief textual explanations. 2 Set a time frame. A report can be written about work for a week, month, quarter, year. But sometimes it is necessary to report on a specific event, the organization and implementation of which took several days.

Progress report: sample

You simply run the risk of remaining underappreciated, since the boss does not have the strength to finish reading about all your work feats that you barely managed to accomplish during the working week or month. 4 The structure of information presentation must be uniform throughout the document. Think about it, maybe it will be more convenient to prepare such reports in tabular form.

The joke that it is sometimes harder to report on work done than to do it has good reason. By the way such a report is written, the person who reads it can get a clearer idea not only of the results of your work, but also of your business qualities.

In order for him not to be disappointed in them, he must competently and correctly write a report on the work done, knowing the basic requirements that are presented to him.

Examples of progress reports. how to write a report

Smirnova P.P.;

• prepare information support for the meeting with HR Consulting LLC, send out invitations to participants, prepare a draft meeting program;
• take part in a conference on the problems of optimizing the use of working time, prepare questions and suggestions.

All assigned tasks were completed, namely:

• letters to the tax and labor inspectorates have been prepared and sent;
• Information materials for the meeting with HR Consulting LLC have been prepared, invitations have been sent out, and a draft meeting program has been drawn up.
• took part in the conference, a memo with proposals is attached to the report.

In addition, work was carried out with incoming documentation, namely:

• prepared and sent two responses to requests from the labor inspectorate;
• responses were given to written requests from gr.

How to write a progress report for the first time

• HR records management
• Internal documents

A progress report allows the manager to assess the quality and speed of task completion. The article provides sample progress reports and provides step-by-step instructions for preparing a progress report.

Info

From the article you will learn:

• why do we need a report on the work done;
• what to write in a progress report;
• how to write a report: step-by-step instructions.

Why do you need a report on the work done? The manager sets a task, the employee completes it - this is the essence of the work process. The fact of completing a task is recorded in the form of a report on the work done.

Each employee periodically draws up such a document. The frequency of reports and their form depend on the company's internal rules.
Who needs a progress report and why? The leader needs him.

Progress report: sample and step-by-step instructions for preparation

Attention

Instruction 1 Work reporting has different frequency and, accordingly, should have different content. If you write a weekly or monthly report, then your activities should be reflected in great detail, since they are intended for operational control.

The quarterly report reflects the main indicators and conducts an analysis of activities, indicating the reasons that interfere with work, if any. The annual report contains the main results, an assessment of their dynamics with the previous annual period, and a forecast for the next year.
2 The form of the report can be arbitrary, but its information structure is uniform. For clarity, use a tabular form of presentation, decorated, if necessary, with diagrams and graphs.
The language of the report should be businesslike, the presentation should be concise and clear.

How to write a report on the work done?

The volume of monthly progress reports is larger, but also mainly expressed in numbers. And quarterly, semi-annual and annual, most often, involve text versions of reports on the work done.

A text report on the work done is a creative process. Compiling a report in numbers is a responsible task, but easier than creating a competent, qualified text report on the work done. Compiling a report in text form is a kind of creativity.

It should reflect the activities of a department or the entire organization as a whole, it should be written in document language, but easy to read, it should not contain unnecessary “water”, the text should be supported by numbers, it should reflect a comparison with the previous indicators the reporting period or indicators of the same period last year, and it should end with some conclusions.

The chief accountant must report daily on the work done

In the “Main Part,” describe the sequence of your work in more detail:

1. preparation for project implementation;
2. stages of its implementation (indicate all resources used: marketing research, analytical work, experiments, business trips, involvement of other employees);
3. problems and difficulties, if they arose;
4. suggestions for resolving difficulties;
5. achieved result.

A report in table form will look more visual, structured and concise. If you often have to prepare ongoing progress reports, it will be convenient to prepare a template into which you regularly need to enter the necessary data. And in order not to forget anything important during the past working day, take a few minutes out of your schedule and write down everything you did. Otherwise, you will definitely miss something later.

How to write a report on the work done by an accountant

An even more detailed chain of “a specific problem - the reasons for its occurrence - setting tasks - solution” immediately suggests the need to present a daily report in tabular form. Moreover, the names of the graphs are already known. The information presented in this way is easy to read and analyze.

Presentation of quantitative indicators In cases where the report consists mainly of numerical data, the tabular form can be very difficult to understand. A continuous stream of numbers literally bores the reader after just a few minutes.

Another thing is multi-colored charts and graphs. They are clear, understandable, and easy to read. Each diagram must be commented on. In addition, it is necessary to indicate how the various graphs are interconnected; Clarifying cause-and-effect relationships will further facilitate analysis of the report.

How to write a progress report for an accountant

You should not hire people whose data may interfere with the performance of their duties. For example, a PC operator cannot have long nails. This will worsen his performance. 5 Learn the basics of nonverbal communication and apply them in interviews. If an applicant constantly touches his head when answering questions, then this is a sure sign that he is lying. The information he tells about himself should not be trusted. 6 Check professional skills, if possible. You can include a lot of information in your resume, but it is not a fact that it will correspond to the real skills of the candidate. You should only trust what you see in reality. 7 Create a work-like situation to test the candidate's skills. Of course, the applicant should not know about the upcoming inspection.

How to properly prepare a report on the work done by an accountant

In real life, it is quite difficult for bosses to evaluate how well employees are doing their jobs if they do not see the results of their work. Therefore, in almost all enterprises, management obliges each employee to regularly prepare a report on the work done. Often this document is created at intervals of 1 week. In this way, management can see what employees have been doing, as well as how useful they were to the enterprise. Incorrect example A document is being compiled in free form. Perhaps this is why there are a large number of reports that do not tell management anything or make them think that the worker is not coping with the functions assigned to him. At the same time, a particular employee can be a real hard worker and exceed his plan. The culprit is an incorrectly compiled report on the work done.

How to properly write a report on the work done by an accountant, sample

Drawing up a report on the activities of the entire organization as a whole, the work of all its departments and divisions is usually assigned to the head of the organization. The general practice of providing reports suggests that a higher authority sends to the organization that must provide a report on the work done, the structure of the upcoming report, which indicates what specifically needs to be covered in the report on the work done, what numbers, indicators and areas of activity should be reflected in the upcoming report .

The head of the organization introduces the departments to the structure of the report of each department, and each department draws up its own report on the work done. The manager checks all reports, if necessary, corrects them, and generates a general report on the organization’s activities.