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Executive Report

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INFORME EJECUTIVO
A continuación se detalla los apartados que debe de contener el Informe Ejecutivo a presentar el desarrollo de cada caso.

1. Presentación
Resumen del caso problema a resolver. En forma breve se debe de presentar los por menores del caso problema a resolver, así como los escenarios futuros y consecuencias de no resolver en un tiempo prudente y con información confiable.

2. Metodología empleada
Descripción del método y técnica utilizada en la resolución del caso (en este caso se refiere al método y técnica estadística), indicar que tipo de análisis estadístico o matemático se aplico a las distintas variables de estudio.

3. Cuerpo del informe
El objetivo es crear un informe gerencial. Este tipo de informes se caracterizan por aportar un resumen interpretativo acerca de los resultados obtenidos durante la aplicación de las pruebas estadísticas aplicadas. Se debe explicar a detalle, cada uno de los puntos detectados durante el estudio matemático, valiéndose de gráficas, tablas y datos numéricos que sirvan como respaldo o justificación para cada afirmación hecha. Se trata de demostrar dominio sobre la información y un adecuado manejo de los datos numéricos; como lo hemos comentado, el objetivo del curso es aprender a manipular variables cuantitativas, aplicar fórmulas y procedimientos, pero fundamentalmente, aplicar e interpretar dicha información a una situación que asemeje a la realidad.
Por consiguiente, tendrá un peso significativo este último punto; el contexto dentro del cual se explique, sin tantos tecnicismos (los mínimos de preferencia), resulta vital para obtener una calificación alta. Cabe recordar que es muy importante tener cuidado en que todas las tablas, gráficos y demás cuadros se encuentren bien referenciados con encabezados, pies de página (incluyendo la fuente) y demás información que permitan, a cualquier tipo de lector, entender el contexto de la información proporcionada.
En un informe ejecutivo a nivel gerencial, debe existir un adecuado equilibrio entre datos técnicos y análisis e interpretación; hay que recordar que un gerente domina la parte técnica del trabajo operativo, pero además, es capaz de analizar e interpretar dicha información para hacer sugerencias y observaciones al respecto. En consecuencia, resulta prácticamente impensable que se logre

condensar dicho análisis en una o dos cuartillas, simplemente tomando en cuenta que se anexan gráficas, tablas y otras figuras de apoyo que ocupan un espacio considerable.

4. Conclusiones y recomendaciones
Derivado de cualquier análisis cuantitativo, en donde previamente se analizó e interpretó la información disponible, se desprende este apartado fundamental del análisis del caso problema a resolver. Aquí se debe de llegar a conclusiones y hacer las recomendaciones y sugerencias específicas sobre el caso de estudio. Como lo comentamos en clase, la experiencia y el conocimiento del equipo es pieza clave, pues los mismos resultados numéricos sugieren algunos errores detectados en cuanto a los datos recaudados o la metodología para obtenerlos. Asimismo, se pueden hacer sugerencias sobre el proceso de toma de decisiones de acuerdo al contexto del caso de estudio (ejemplo: si hablamos de un restaurante, sugerir cambiar el menú, implementar nuevas opciones de pago para los clientes, replantear el mercado objetivo, etc.) .

5. Anexos
Los anexos son documentos de trabajo que sirven para proporcionar al lector del informe un detalle analítico de los análisis practicados a las variables de estudio. En estos apartados aparecerán las tablas de distribución de frecuencias completas, indicando, si se desea, la metodología paso por paso para su construcción; también se pueden incluir otras gráficas que, por alguna circunstancia, no se emplearon dentro del cuerpo del informe.
Adicionalmente, se pueden incluir también todas las medidas de tendencia central, dispersión, forma, etc. que se calcularon (con su debida interpretación, por supuesto). El objetivo de los anexos es proporcionar al lector un soporte técnico a detalle que sustente las afirmaciones hechas en el informe, y que lo ilustre sobre el fundamento matemático seguido para afirmar cada idea. No todos los lectores revisan a detalle los anexos; mas bien sirven como información extra para quien quiere profundizar y conocer los detalles del análisis realizado.

Por último, un informe ejecutivo debe ser breve, entre dos o tres páginas máximo, no se debe de abusar del uso de cuadros, gráficos o tablas, todo eso se puede incluir en los anexos, debe de centrarse en el análisis de los resultados y se debe de escribir en forma clara y concreta. Se entregara en formato Excel y en digital.

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