Report Editing Practice
Report Editing Practice
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Dr. Will Kurlinkus
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• Writing With Use in Mind: This comes up-front and first (title, headings, topic
  sentences). Why are you writing this? What’s the takeaway for your firm and department?
  What do you want them to do? What action should be taken?
    o Too much or too little: Your report cannot and should not cover everything about a
      topic (especially since we’re considering one concept per paragraph), but it also
      shouldn’t focus solely on a tiny detail (e.g., you say a conference is valuable and only
      focus on networking)—make sure you are doing what the prompt requires.
• Make it contextual: What is your company? what is your department? what is your role?
  Put your claims, evidence, and takeaways in terms of your company’s needs and values.
    o Try your hardest to research these (company websites, reports, and interviews)—but
      some things you will have to fictionalize.
Hybrid Work Helps Recruit & Retain Diverse
FP&A Team Members
Recent research suggests that hybrid work policies can            For the FP&A team at Brightline, then, adopting a structured
significantly enhance the retention and satisfaction of           hybrid model could directly address the division’s ongoing
diverse FP&A professionals, something Brightline has been         challenges with diversity and retention. Currently, only 28%
seeking to increase since at least 2010. For example, Krysten     of Brightline’s FP&A analysts identify as women and less than
Crawford’s article, “Study Finds Hybrid Work Benefits             15% come from underrepresented racial or ethnic groups —
Companies and Employees,” published by the Stanford               figures that lag behind national benchmarks for financial
Institute for Economic Policy Research, reports that              services. Both Crawford’s and Johnson-Driscoll’s
resignations fell by 33% among workers who shifted from           research suggest that flexible scheduling can remove
fully in-office roles to hybrid schedules. Women, non-            barriers to these employee groups. Expanding hybrid options
managers, and employees with long commutes were the               could also help Brightline recruit from a broader regional and
least likely to quit when their required office days dropped to   demographic pool, increasing diversity in skillsets and
three per week. These findings indicate that hybrid work          perspectives. As a recent study out of Melbourne Business
arrangements support greater equity by reducing barriers          School indicates, a more inclusive FP&A team would not only
that disproportionately affect specific employee groups (i.e.,    reduce turnover costs but also improve the accuracy of
single mothers and commuters from low-income areas).              forecasting and strategic analysis, core outcomes that align
Moreover, Hugo Johnson-Driscoll’s 2024 article Financial          with Brightline’s commitment to data-driven growth and
Management article concludes that hybrid work strengthens         equitable talent development.
both employee well-being and organizational performance.
Johnson-Driscoll noted that flexible scheduling not only
reduces turnover of diverse employees but also boosted the
financial prediction models of the team he studied by 10%.        Q. What’s the most straightforward key takeaway for what
                                                                  the firm should do with this information and why?
                                                                  Q. What’s the best evidence that this author knows about
                                                                  this firm?
                                                                  Q. Where could this report section be improved?
What’s Wrong With This Sample Paragraph?
Tell the author three things to specifically do.
TechCheck Weekly Has Informative Interviews with Big Names of Tech
The TechCheck Weekly podcast, hosted by venture analyst Priya Desai and
former Andreessen Horowitz partner Leo Kim blends short market breakdowns
with interviews, offering listeners a practical view of where capital and
innovation are moving. For instance, a recent episode, “AI Infrastructure: The
New Arms Race,” analyzed common pitfalls of AI infrastructure by interviewing
Kara Barkly. Another episode, “The Case for Vertical SaaS in Healthcare,”
provided an in-depth discussion of why specialized software solutions are
outperforming broad platforms. Such interviews will help young tech investors
really get a leg up on the market.
2. Point, Evidence, Analysis
• Point, Evidence, Analysis: Make sure each section has a clear claim, at least two sources
  that illustrate and support that claim, and some kind of analysis that both connects those
  claims to your industry but also and always show how your claim and evidence will benefit/be
  used by the company.
    o Claim Errors: Making claims that are common knowledge (e.g., a whole section on how AI
       usage is increasing in healthcare or any industry—this is obvious) or making claims that
       aren’t actually proven/described in any way.
    o Evidence Errors: Giving evidence that doesn’t actually support the claim (evidence for
       some other claim), giving solely broad statistics and never an actual example/case (don’t
       forget to SHOW ME), quotes that say/add nothing.
    o Analysis Errors: Not explaining how your claim and evidence benefit your company or
       should be utilized. Not connecting point and evidence to actions and facts about your
       company. Making suggestions without linking them directly to your evidence.
SilverWell Dietitians Should Create an AI
Review Protocol to Avoid Non-Human Error
Though medically predictive AI applications like                   • Q. What is the main point/claim of this section?
OpenEvidence and Doximinity, mentioned above, could save
SilverWell money and provide better patient outcomes               • Q. What is the best piece of evidence in this section?
(especially in nutrient tracking), we need to precede                Why is this the best piece?
cautiously. The 2024 Deloitte Health AI Outlook report, for
instance, states that while nearly 40% of clinical                 • Q. What should immediately follow this section of the
dietitians have begun experimenting with predictive                  report?
algorithms that forecast nutrient deficiencies, 1 in 5 noted       • Q. In your opinion what does this section do better or
inaccuracies because models rely on incomplete and                   worse than our last good example?
outdated data. The Journal of the American Geriatrics
Society cautions that these errors can be especially harmful
for older adults like those SilverWell treats, whose nutritional
needs fluctuate with medication changes, muscle loss, and
chronic conditions. In fact, the New York Times
recently reported on a New Jersey doctor who is being sued
for malpractice for encouraging his patient to eat fava beans,
which caused a toxic drug interaction with his heart
medication, because OpenEvidence recommended it. Such
cases are why the Academy of Nutrition and Dietetics’ 2024
position paper on AI in Clinical Practice states that predictive
AI produces “plausible but clinically unsafe”
recommendations unless verified by credentialed
practitioners. Whatever we do moving forward, then,
SilverWell should create a formal AI review protocol that
mandates clinician verification and disclosure to clients
when AI informs care.
What’s Wrong With This Sample Paragraph?
Tell the author three things to specifically do.
The Bruno Model of Hybrid Work Can Benefit Healthcare Consulting Firms
Recent research suggests that hybrid work arrangements can significantly benefit healthcare
consulting firms. A 2024 study featured in the New York Times found that workers in hybrid
settings reported a 19% increase in project completion speed. At the same time, hybrid
structures support more nuanced communication and meetings that mattered: according
to Consulting Magazine, firms using hybrid schedules were able to schedule 23% faster client
touchpoints per quarter, as virtual meetings replaced travel-heavy site visits. In another article,
healthcare administrator at UW Health Edmond Roy describes “shifting to virtual has been
important to becoming an industry leader.” Roy’s claim proves that a combination of deep-
focus remote work and high-frequency client interaction allows healthcare consultants to
complete deliverables faster and provide more timely insights. For firms that manage both
hospital efficiency audits and clinical data integration projects, hybrid work has also been
linked to lower burnout—a key performance driver in an industry where sustained productivity
depends on both accuracy and responsiveness.
3. Incorporate Sources & Research Well
• Readability: Each paragraph should focus on one in-depth topic. Avoid trying to
  cover three topics at a service level.
• Scannability: clear action-oriented headings. Give everything away here. What’s
  the actual takeaway of the paragraph? Avoid big paragraphs.
• Add connections, callbacks, and transitions
• If you are making a recommendation, don’t be too pushy—remember, most of the
  reports are supposed to be semi-neutral recommendations.
• Cut deadwood and wordiness
MarketingPro Weekly Could Help Our Analysts
Adapt to Digital Platform Changes
Another useful feature of MarketingPro Weekly is its            • Q. What is the main point/claim of this section?
coverage of platform-specific updates that impact social
media campaign performance in its “This Week in                 • Q. What is the best piece of evidence in this section?
Platforming” section. For example, Jodi Forester’s recent         Why is this the best piece?
article “Instagram’s Latest Algorithm Update and What It
Means for Engagement” offers a breakdown of changes to          • Q. Given that this prompt asks the writer to write to
Instagram’s ranking signals—e.g., time on a post, likes,          “colleagues explaining how and why they should use
comments, shares. Forester notes that Instagram now gives a       this source.” Does it accomplish its task? What do you
35% higher weight to content that generates profile taps and      think about the tone of this report?
saves compared to passive scrolling. Digital marketing lead     • Q. In your opinion what does this section do better or
at Vista, Tim Robinson’s “What YouTube’s New Shorts               worse than our last good example?
Monetization Means for Brands,” similarly explains how Vista
took advantage of YouTube’s digital shorts monetization
structures to increase campaign ROI for Nike and Frank’s Red
Hot. Reading about these types of platform shifts recently
helped me adjust my attribution models on the Pearson
account, alerting their content team to make changes in their
YouTube Channel before the newest monetization shift.
Digiday’s 2025 State of Social Media report found that “61%
of marketers attribute recent campaign underperformance to
misunderstanding algorithm changes”—a risk we can avoid if
we routinely monitor MarketingPro Weekly. Given how often
our client-facing content depends on small platform tweaks,
this kind of update could be huge for our Monday strategy
syncs.
What’s Wrong With this Sample Paragraph?
Tell the author three things to specifically do.
Accountants Can Use AI in Audits
Predictive AI tools like AuditGPT promise to completely transform the audit process by
making fraud detection nearly flawless. According to the 2025 International AI
Assurance Forum, firms using AuditGPT saw zero material misstatements and a 99%
success rate in identifying fraud cases—a breakthrough the report calls
“unprecedented in accounting history.” Similarly, a recent AuditGPT Partner
Blog post, “How Our Engine Detects Every Error Instantly,” explains that its proprietary
algorithm automatically scans every client ledger to find inconsistencies before they
occur. A 2017 report also notes that AI-assisted reviews can save firms millions
annually. Some accounting firms are also using AI chatbots to answer employee HR
questions, demonstrating how automation can improve workplace communication.
Clearly, with systems like these, human auditors will soon be able to focus entirely on
client strategy rather than technical checking. If we don’t adopt AuditGPT within the
next two months our firm is likely to lose clients.
Tell the People in Your Group What You’re Considering for Your
Communication Challenge. Remember, it needs to interrupt an
  industry specific task, be early career, and have a specific
    interpersonal communication partner you interact with.