Eddie Underhill is a member of a local chapter of a national investment club. As a member volunteer, he has agreed to write a new member handbook. The handbook will help new members learn about club rules and procedures, use investment tools and set up graphics, and learn the basic concepts of investment. The Executive Committee of Eddie's club hopes that the new manual will attract and support new club members.

Overview Questions

1. Has Eddie's report adequately described the purpose of the new member manual that he and the Executive Committee agreed on?

2. Has Eddie clearly defined the progress and scope of his work to date?

3. Has Eddie clearly outlined a due date and expectations the Executive Committee has about the finished product?

4. What are the strengths of Eddie's proposal?

5. What do you suggest to make Eddie's report easier to follow? To read?

6. Would any graphics be helpful? What kind?

7. As a member of the club's Executive Committee, what questions or comments would you have for Eddie?

1. Introduction. Is Eddie's introduction sufficient to define his report's purpose, scope, and content? (See RTI, pages 253-257.)

2. Headings. Do the report's headings guide readers through the report and identify parts of discussion accurately? (See RTI, pages 215-218.)

3. Current status. Does Eddie adequately describe the current status and the finished product of his project?

4. Outline. Is the final outline a sufficient description of a finished product that will meet the project's goals for the club? (See RTI, pages 655-656.)