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CEFR English Path · ESL 5 · Week 7 · Advanced Communication

◆ Reports, proposals, recommendations, and executive summaries

Write so a decision-maker can see the recommendation, its reasons and its limits.

A small archive must choose a document-digitisation approach; adult learners examining evidence and communicating collaboratively.
Lesson 7 of 100 of 5 steps complete

Learning goals

  • I can extract decision-relevant findings, limitations, and implications from long professional sources.

  • I can produce a well-structured proposal with an executive summary, options, evaluation criteria, recommendation, and conclusion.

  • I can condense a long report into a concise executive summary without losing critical qualifications.

What you will be able to do
  • I can extract decision-relevant findings, limitations, and implications from long professional sources.

    Skill

    reception

  • I can produce a well-structured proposal with an executive summary, options, evaluation criteria, recommendation, and conclusion.

    Skill

    production

  • I can respond constructively to reviewer comments and justify or revise a recommendation.

    Skill

    interaction

  • I can condense a long report into a concise executive summary without losing critical qualifications.

    Skill

    mediation

  • I can use a genre checklist, prioritise information, and revise for consistency and ambiguity.

    Skill

    strategies

  • I can identify where a recommendation depends on local cultural or institutional assumptions.

    Skill

    pluricultural competence

Core vocabulary

an executive summary

A concise account of purpose, main findings, recommendation and material limits.

The executive summary must preserve the conservation limitation.

evaluation criteria

Explicit standards used to compare options.

Agree the evaluation criteria before choosing a scanner.

implementation risk

A possible obstacle to carrying out a plan.

Staff availability is an implementation risk.

a phased approach

Introducing a plan in bounded stages.

A phased approach lets the team test quality before expanding.

resource implications

The time, staffing or equipment consequences of a choice.

Explain the resource implications rather than quoting a purchase price alone.

a material qualification

A limit that would change a reader's interpretation or decision.

Do not cut a material qualification merely to shorten the summary.

fit for purpose

Suitable for the actual intended task.

A fast scan is not fit for purpose if key detail is unreadable.

review against

Assess work using a specified reference or standard.

Review the pilot against the agreed image-quality criteria.

a revision rationale

An explanation of why changes were made.

The revision rationale should connect each major edit to feedback.

contingency provision

A planned response or resource for a possible problem.

Include a contingency provision for specialist handling.

Meaning through delivery

Chunk executive-summary sentences around purpose, finding and condition. Do not bury the main recommendation in a long opening clause.

  1. The executive summary must preserve the conservation limitation.

  2. Agree the evaluation criteria before choosing a scanner.

  3. Staff availability is an implementation risk.

  4. A phased approach lets the team test quality before expanding.

  5. Explain the resource implications rather than quoting a purchase price alone.

  6. Do not cut a material qualification merely to shorten the summary.

  7. A fast scan is not fit for purpose if key detail is unreadable.

  8. Review the pilot against the agreed image-quality criteria.

  9. The revision rationale should connect each major edit to feedback.

  10. Include a contingency provision for specialist handling.

Extended listening · A small archive must choose a document-digitisation approach

First listen for the situation and stance. Then record details, inference and uncertainty separately. Attempt the questions before revealing the transcript.

  1. How does an executive summary differ from a short introduction?
  2. What is wrong with using supplier scanning speed as throughput?
  3. Which exclusion belongs in the summary?
  4. What should a feedback response explain?

Reading and source dossier

Read all source cards. Track authorship, purpose, definitions and limitations. Cite source and paragraph IDs in the answers. All sources are fictional practice material.

All source people, organisations, figures and quotations in this pack are invented for learning.

S1 · Collection and service brief

Archive team

Invented for this course. Not a real organisation, study, quotation or public announcement. Cite the source ID within this exercise only.

[1] The archive holds 6,000 loose pages and 400 bound volumes. The immediate priority is access to frequently requested loose-page documents, not digitising the whole collection within one term. Several volumes have tight bindings or fragile edges and must be assessed before any scanning method is selected. A service that works well for flat pages may be unsuitable for those objects.

[2] The team wants searchable files, legible images and a traceable link between each image and its catalogue record. Quality checking and naming are part of the work; the scanning rate alone is not a throughput measure. A trial of fifty ordinary pages produced clear images, but ten file names had to be corrected and four pages were scanned twice. The trial did not include fragile material or handwriting recognition.

[3] The proposal should compare options against access value, image quality, handling requirements, staff workload and reversibility. The archive has a fixed equipment allocation of 80 fictional budget units and can allocate six staff hours each week during the first term. It has not committed to a completion date for the entire collection. Readers should not infer one from the size of the collection.

S2 · Three options for investigation

Technical planning group

Invented for this course. Not a real organisation, study, quotation or public announcement. Cite the source ID within this exercise only.

[1] Option A is a 50-unit flat-page scanner with an estimated 90-unit daily page capacity under uninterrupted operation. Its supplier estimate excludes preparation, catalogue matching, quality checks and breaks. It would leave 30 units for supports, storage and contingency. It is not intended for tightly bound volumes.

[2] Option B is a 78-unit overhead system that allows pages to be photographed from above. The supplier reports lower physical contact with the page, but the archive has not tested image consistency or the handling of fragile bindings. The price leaves little contingency, and staff would need training in alignment and lighting. The proposal must not convert a supplier description into a verified conservation judgement.

[3] Option C is an external service charging by batch after an assessment. No firm quotation has been obtained. The service may reduce the archive's scanning time but would still require selection, documentation, transfer arrangements and acceptance checks. It therefore cannot be treated as a zero-workload option. Each option needs a small, representative quality trial before an irreversible commitment to a large batch.

S3 · Reviewer comments on the first draft

Archive review panel

Invented for this course. Not a real organisation, study, quotation or public announcement. Cite the source ID within this exercise only.

[1] The draft recommends Option B because it is described as the most modern. The panel asks for a criterion-based comparison rather than an adjective-based preference. In particular, the current priority is loose pages, while much of the proposed benefit concerns bound volumes. That mismatch does not automatically rule out Option B, but it requires an explicit argument.

[2] The draft also promises completion in one term by multiplying the supplier's daily rate by available days. This ignores the six-hour weekly staffing limit and the non-scanning tasks identified in the collection brief. The completion claim should be removed or supported by a realistic end-to-end trial. The panel wants a phased plan with a measurable first-stage output and a review point.

[3] Finally, the executive summary says that conservation risks are resolved. They are not. The revised summary should say which material is included, which is excluded pending assessment and what would stop the pilot. The panel will judge the second draft on the quality of its reasoning and revision, not on whether the writer retains the first recommendation.

Reading questions

  • What is the actual first priority?

  • What is the unpriced option?

  • Why is “conservation risks resolved” unsupported?

  • Which trial errors show the need for end-to-end quality checks?

Language in use

Grammar and reformulation
Title

Genre organisation, parallel option headings, precise recommendation verbs, reference chains and concise qualification.

Genre organisation, parallel option headings, precise recommendation verbs, reference chains and concise qualification.

Examples
  • The executive summary must preserve the conservation limitation.

  • Agree the evaluation criteria before choosing a scanner.

  • Staff availability is an implementation risk.

  • A phased approach lets the team test quality before expanding.

Local and daily-life application
  • Term

    an executive summary

    Thai

    บทสรุปสำหรับผู้ตัดสินใจ

    Pronunciation

    ɐn ɛɡzˈɛkjuːtˌɪv sˈʌmɚɹi

    Example

    The executive summary must preserve the conservation limitation.

  • Term

    evaluation criteria

    Thai

    เกณฑ์ประเมินทางเลือก

    Pronunciation

    ɪvˌæljuːˈeɪʃən kɹaɪtˈiəɹɪə

    Example

    Agree the evaluation criteria before choosing a scanner.

  • Term

    implementation risk

    Thai

    ความเสี่ยงระหว่างนำไปใช้

    Pronunciation

    ˌɪmplɪməntˈeɪʃən ɹˈɪsk

    Example

    Staff availability is an implementation risk.

  • Term

    a phased approach

    Thai

    วิธีดำเนินงานเป็นระยะ

    Pronunciation

    ɐ fˈeɪzd ɐpɹˈoʊtʃ

    Example

    A phased approach lets the team test quality before expanding.

  • Place

    Source workshop

    The executive summary must preserve the conservation limitation.

    Pronunciation

    ðɪ ɛɡzˈɛkjuːtˌɪv sˈʌmɚɹi mˈʌst pɹɪzˈɜːv ðə kˌɑːnsɚvˈeɪʃən lˌɪmɪtˈeɪʃən.

    Tip

    A concise account of purpose, main findings, recommendation and material limits.

  • Place

    Source workshop

    Agree the evaluation criteria before choosing a scanner.

    Pronunciation

    ɐɡɹˈiː ðɪ ɪvˌæljuːˈeɪʃən kɹaɪtˈiəɹɪə bɪfˌoːɹ tʃˈuːzɪŋ ɐ skˈænɚ.

    Tip

    Explicit standards used to compare options.

  • Place

    Source workshop

    Staff availability is an implementation risk.

    Pronunciation

    stˈæf ɐvˌeɪləbˈɪlɪɾi ɪz ɐn ˌɪmplɪməntˈeɪʃən ɹˈɪsk.

    Tip

    A possible obstacle to carrying out a plan.

Independent practice
  • Trace each material claim to a source ID and paragraph.

  • Complete the required performance task; keep the first attempt.

  • Review using the analytic criteria, revise and explain one important change.

Interaction model

Participant A

I chose the newest system because it will finish the collection fastest.

Participant B

Which end-to-end trial supports that completion claim?

Participant A

I used the supplier’s daily scanning rate.

Participant B

That rate excludes naming and quality checks, and we have six staff hours a week.

Participant A

I will revise the timetable and compare the options against the immediate loose-page priority.

Participant B

Keep the unassessed volumes and review condition visible in the summary.

Synthesis studio

Organise by issues, not by source order. Distinguish genuine contradictions from differences in scope, population, purpose or definition. Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

Output

Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

Citation policy

Use [S1-P1] style local references. These invented sources must never be represented as external research. Clearly identify any permitted external source and its permission separately.

Write, review, revise

Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

Target words min

1000

Target words max

1200

Checklist
  • State the decision, audience and claim boundaries.

  • Trace factual claims and distinguish source evidence from interpretation.

  • Address the strongest relevant alternative fairly.

  • Revise a material weakness and explain the change.

Drafts
  • argument plan

  • first draft

  • peer feedback

  • revised final version

Revision focus
  • argument and inference

  • global structure

  • evidence and attribution

  • style and reader usability

Feedback cycle

Self-check → peer feedback → revise and explain your changes.

Unrehearsed interaction

Read your role card separately. Make a bounded proposal, respond to an unexpected challenge, check one interpretation and seek a precise next step. Keep the disagreement visible when it remains unresolved.

Scenario

A small archive must choose a document-digitisation approach

Roles
  • Role

    Evidence presenter

    Brief

    Explain the most defensible proposal from the dossier. State one limit you will not conceal.

    Constraint

    Do not invent an observation to close a gap.

  • Role

    Critical reviewer

    Brief

    Choose a material definition, alternative explanation or source limitation and challenge the proposal.

    Constraint

    Acknowledge one valid part of the opposing case before challenging an inference.

  • Role

    Recipient and mediator

    Brief

    Ask what the proposed action means for someone who has not read the sources. Test whether all participants attach the same meaning to a key term.

    Constraint

    Do not decide what someone intended without checking.

  • Role

    Observer

    Brief

    Record exact moments of clarification, qualification, repair and recipient understanding.

    Constraint

    Assess the observed move, not confidence, accent identity or personality.

Goals
  • I can respond constructively to reviewer comments and justify or revise a recommendation.

  • I can condense a long report into a concise executive summary without losing critical qualifications.

Negotiation moves
  • Acknowledge a supported point.

  • Name the particular inference you question.

  • Request a targeted clarification.

  • Offer a conditional next step.

  • Read back a shared understanding without forcing agreement.

Duration seconds

480

Audience and pragmatic effect

Reformulate one important claim for a specialist colleague, a new participant and a decision-maker. Test the received effect and preserve the factual boundary.

Contexts
  • specialist peer review

  • new participant orientation

  • decision briefing

Target functions
  • qualify a claim

  • request clarification

  • disagree diplomatically

  • repair an unintended implication

Register choices
  • formal and explicit

  • neutral and action-oriented

  • collegial but bounded

Repair

Ask what the recipient understood, acknowledge the effect, clarify the intended proposition, and test the revised wording.

Make the evidence usable

Brief a recipient who has not read the dossier. Preserve critical qualifications, explain one difficult concept, invite a check-back and revise the explanation if the recipient misunderstands. 180–220-word summary with coverage and distortion audit.

Source en

A small archive must choose a document-digitisation approach — Use the identified sources, not memory or invented facts.

Mode

text-concepts-and-communication

Audience

A peer decision group unfamiliar with this dossier; later repeat for a specialist reader.

Source ids
  • esl5-w07-S1

  • esl5-w07-S2

  • esl5-w07-S3

Constraints
  • Do not invent missing results or permissions.

  • Retain material uncertainty and disagreement.

  • Ask recipients to state a decision and what remains uncertain.

  • Do not speak for a cultural group or infer private motives.

Timed speaking and defence

Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

Prompt

Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

Preparation seconds

120

Speaking seconds

240

Follow up
  • Which source most strongly supports your central claim, and why?

  • Which limitation would materially change your proposed action?

  • A recipient has misunderstood one condition. Reformulate it without adding a new promise.

Spoken task prompts

Write a 1,000–1,200-word proposal and a separate 180–220-word executive summary. Preserve all material qualifications, respond to the review panel and retain a tracked revision rationale.

I can respond constructively to reviewer comments and justify or revise a recommendation.

I can condense a long report into a concise executive summary without losing critical qualifications.

Ready

Support and access

Try the task in English first. Use the available Thai help when you need it, then return to your English response.

Thai help · ตัวช่วยภาษาไทย

ลองทำกิจกรรมเป็นภาษาอังกฤษก่อน ใช้คำอธิบายภาษาไทยที่มีให้เมื่อต้องการความช่วยเหลือ แล้วกลับมาตอบเป็นภาษาอังกฤษ

My portfolio

  • Evidence table with source locations and relevance ranking.
  • 1,000–1,200-word proposal scored for genre, reasoning, cohesion, precision, and reader usability.
  • Comment-response log and tracked second draft.
  • 180–220-word summary with coverage and distortion audit.
  • Outline, first draft, revision memo, and final draft.
  • Assumption register with mitigation or adaptation for each material assumption.
My self-check
  • Id

    esl5-w07-1

    Label en

    Self-check: I can extract decision-relevant findings, limitations, and implications from long professional sources.

    Scale
    Demonstrated

    I can extract decision-relevant findings, limitations, and implications from long professional sources. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    Evidence table with source locations and relevance ranking.

  • Id

    esl5-w07-2

    Label en

    Self-check: I can produce a well-structured proposal with an executive summary, options, evaluation criteria, recommendation, and conclusion.

    Scale
    Demonstrated

    I can produce a well-structured proposal with an executive summary, options, evaluation criteria, recommendation, and conclusion. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    1,000–1,200-word proposal scored for genre, reasoning, cohesion, precision, and reader usability.

  • Id

    esl5-w07-3

    Label en

    Self-check: I can respond constructively to reviewer comments and justify or revise a recommendation.

    Scale
    Demonstrated

    I can respond constructively to reviewer comments and justify or revise a recommendation. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    Comment-response log and tracked second draft.

  • Id

    esl5-w07-4

    Label en

    Self-check: I can condense a long report into a concise executive summary without losing critical qualifications.

    Scale
    Demonstrated

    I can condense a long report into a concise executive summary without losing critical qualifications. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    180–220-word summary with coverage and distortion audit.

  • Id

    esl5-w07-5

    Label en

    Self-check: I can use a genre checklist, prioritise information, and revise for consistency and ambiguity.

    Scale
    Demonstrated

    I can use a genre checklist, prioritise information, and revise for consistency and ambiguity. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    Outline, first draft, revision memo, and final draft.

  • Id

    esl5-w07-6

    Label en

    Self-check: I can identify where a recommendation depends on local cultural or institutional assumptions.

    Scale
    Demonstrated

    I can identify where a recommendation depends on local cultural or institutional assumptions. Evidence is accurate, relevant and independent; material qualifications and recipient needs are preserved.

    Partly-demonstrated

    Relevant performance is present but a material gap, inconsistent control or recorded support limits the judgement. Name the exact gap.

    Not-yet-demonstrated

    The required artifact is missing or materially distorts meaning, cannot support the outcome, or does not show the required performance.

    Evidence required

    Assumption register with mitigation or adaptation for each material assumption.

Title en

Evidence and next steps

Prompts
  • Which precise source cue changed your interpretation?

  • Where did your delivery or wording lose a material qualification?

  • What did the recipient understand differently, and how did you repair it?

  • Which next practice action follows from the weakest evidence?

Check your interpretation

Choose your answers, then check the explanations.

What is the actual first priority?
What is the unpriced option?
Why is “conservation risks resolved” unsupported?
Which trial errors show the need for end-to-end quality checks?