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Chapter 13 Business Writing in Action
If you call failures experiments, you can put them in your résumé and claim them as achievements.
Mason Cooley
Volunteer—not so you can build your résumé, but so you can build yourself.
Author Unknown
Getting Started
Introductory Exercises
1.Review the different kinds of common business communication writing covered by the main headings in this chapter. Make a note of which kinds of documents you have produced in the past and which you have not. For example, have you written many memos but not a business report? Share and compare with classmates.
2.Conduct an online search for job descriptions associated with your chosen career and think about what tasks are accomplished in a typical day or week. If possible, also talk to someone who is employed in that career. Note the kinds of writing skills that are involved in carrying out job duties or tasks. Share your results with the class.
Business communication in written form requires skill and expertise. From text messages to reports, how you represent yourself with the written word counts. Writing in an online environment requires tact and skill, and an awareness that what you write may be there forever. From memos to letters, from business proposals to press releases, your written business communication represents you and your company: your goal is to make it clear, concise, and professional.
13.1 Text, E-
Learning Objectives
1.Discuss the role of text messaging in business communication.
2.Write effective e-
3.Demonstrate the appropriate use of netiquette.
Text messages and e-
Texting
Whatever digital device you use, written communication in the form of brief messages, or textingWritten communication in the form of brief messages using a digital device., has become a common way to connect. It is useful for short exchanges, and is a convenient way to stay connected with others when talking on the phone would be cumbersome. Texting is not useful for long or complicated messages, and careful consideration should be given to the audience.
It is often said that you can tell how old someone is by how he or she inputs a phone number on a cell phone. If the person uses his or her thumb while holding the digital device, that person may have been raised on video games and be adept at one-
Tips for Effective Business Texting
•Know your recipient; “? % dsct” may be an understandable way to ask a close associate what the proper discount is to offer a certain customer, but if you are writing a text to your boss, it might be wiser to write, “what % discount does Murray get on $1K order?”
•Anticipate unintentional misinterpretation. Texting often uses symbols and codes to represent thoughts, ideas, and emotions. Given the complexity of communication, and the useful but limited tool of texting, be aware of its limitation and prevent misinterpretation with brief messages.
•Contacting someone too frequently can border on harassment. Texting is a tool. Use it when appropriate but don’t abuse it.
•Unplug yourself once in awhile. Do you feel constantly connected? Do you feel lost or “out of it” if you don’t have your cell phone and cannot connect to people, even for fifteen minutes? Sometimes being unavailable for a time can be healthy—everything in moderation, including texting.
•Don’t text and drive. Research shows that the likelihood of an accident increases dramatically if the driver is texting behind the wheel.Houston Chronicle. (2009, September 23). Deadly distraction: Texting while driving, twice as risky as drunk driving, should be banned. Houston Chronicle (3 STAR R.O. ed.), p. B8. Retrieved from http://www.chron.com/CDA/archives/archive.mpl?id=2009_4791006 Being in an accident while conducting company business would reflect poorly on your judgment as well as on your employer.
E-
Electronic mail, usually called e-
Many businesses use automated e-
E-
Tips for Effective Business E-
•Proper salutations should demonstrate respect and avoid mix-
•Subject lines should be clear, brief, and specific. This helps the recipient understand the essence of the message. For example, “Proposal attached” or “Your question of 10/25.”
•Close with a signature. Identify yourself by creating a signature block that automatically contains your name and business contact information.
•Avoid abbreviations. An e-
•Be brief. Omit unnecessary words.
•Use a good format. Include line breaks between sentences or divide your message into brief paragraphs for ease of reading. A good e-
•Reread, revise, and review. Catch and correct spelling and grammar mistakes before you press “send.” It will take more time and effort to undo the problems caused by a hasty, poorly written e-
•Reply promptly. Watch out for an emotional response—never reply in anger—but make a habit of replying to all e-
•Use “Reply All” sparingly. Do not send your reply to everyone who received the initial e-
•Avoid using all caps. Capital letters are used on the Internet to communicate emphatic emotion or yelling and are considered rude.
•Test links. If you include a link, test it to make sure it is complete.
•E-
•Give feedback or follow up. If you don’t get a response in twenty-
Let’s look at two examples of business e-
Figure 13.1
Figure 13.2
Netiquette
We create personal pages, post messages, and interact via mediated technologies as a normal part of our careers, but how we conduct ourselves can leave a lasting image, literally. The photograph you posted on your MySpace page may have been seen by your potential employer, or that nasty remark in a post may come back to haunt you later. Some fifteen years ago, when the Internet was a new phenomenon, Virginia Shea laid out a series of ground rules for communication online that continue to serve us today.
Virginia Shea’s Rules of Netiquette
•Remember the human on the other side of the electronic communication.
•Adhere to the same standards of behavior online that you follow in real life.
•Know where you are in cyberspace.
•Respect other people’s time and bandwidth.
•Make yourself look good online.
•Share expert knowledge.
•Keep flame wars under control.
•Respect other people’s privacy.
•Don’t abuse your power.
•Be forgiving of other people’s mistakes.Shea, V. (1994). Netiquette. San Francisco, CA: Albion Books.
Her rules speak for themselves and remind us that the golden rule (treat others as you would like to be treated) is relevant wherever there is human interaction.
Key Takeaways
•A text message is a brief written message sent and received using a digital device. It is useful for informal, brief, time-
•E-
•Social customs that exist in traditional, live, human interaction also influence the rules and customs by which we interact with each other in the online environment.
Exercises
1.Write a text message in your normal use of language. It should use all your normal abbreviations (e.g., FWIW, IMHO, LOL), even if not everyone understands them.
2.Find an example of an e-
3.Choose at least three e-
4.When is e-
5.Find a “flame war,” or heated discussion in an online forum and note how it is handled. Compare the results with your classmates.
6.In your experience, how do people behave when they interact online? Share your observations with your classmates.
13.2 Memorandums and Letters
Learning Objectives
1.Discuss the purpose and format of a memo.
2.Understand effective strategies for business memos.
3.Describe the fifteen parts of a standard business letter.
4.Access sample business letters and write a sample business letter.
Memos
A memoAn abbreviation for memorandum; normally used for communicating policies, procedures, or related official business within an organization. (or memorandum, meaning “reminder”) is normally used for communicating policies, procedures, or related official business within an organization. It is often written from a one-
Memo Purpose
A memo’s purpose is often to inform, but it occasionally includes an element of persuasion or a call to action. All organizations have informal and formal communication networks. The unofficial, informal communication network within an organization is often called the grapevineThe unofficial, informal communication network within an organization, often characterized by rumor, gossip, and innuendo., and it is often characterized by rumor, gossip, and innuendo. On the grapevine, one person may hear that someone else is going to be laid off and start passing the news around. Rumors change and transform as they are passed from person to person, and before you know it, the word is that they are shutting down your entire department.
One effective way to address informal, unofficial speculation is to spell out clearly for all employees what is going on with a particular issue. If budget cuts are a concern, then it may be wise to send a memo explaining the changes that are imminent. If a company wants employees to take action, they may also issue a memorandum. For example, on February 13, 2009, upper management at the Panasonic Corporation issued a declaration that all employees should buy at least $1,600 worth of Panasonic products. The company president noted that if everyone supported the company with purchases, it would benefit all.Lewis, L. (2009, February 13). Panasonic orders staff to buy £1,000 in products. Retrieved from http://business.timesonline.co.uk/tol/business/markets/japan/article5723942.ece
While memos do not normally include a call to action that requires personal spending, they often represent the business or organization’s interests. They may also include statements that align business and employee interest, and underscore common ground and benefit.
Memo Format
A memo has a header that clearly indicates who sent it and who the intended recipients are. Pay particular attention to the title of the individual(s) in this section. Date and subject lines are also present, followed by a message that contains a declaration, a discussion, and a summary.
In a standard writing format, we might expect to see an introduction, a body, and a conclusion. All these are present in a memo, and each part has a clear purpose. The declaration in the opening uses a declarative sentence to announce the main topic. The discussion elaborates or lists major points associated with the topic, and the conclusion serves as a summary.
Let’s examine a sample memo.
Figure 13.3
Five Tips for Effective Business Memos
Audience Orientation
Always consider the audience and their needs when preparing a memo. An acronym or abbreviation that is known to management may not be known by all the employees of the organization, and if the memo is to be posted and distributed within the organization, the goal is clear and concise communication at all levels with no ambiguity.
Professional, Formal Tone
Memos are often announcements, and the person sending the memo speaks for a part or all of the organization. While it may contain a request for feedback, the announcement itself is linear, from the organization to the employees. The memo may have legal standing as it often reflects policies or procedures, and may reference an existing or new policy in the employee manual, for example.
Subject Emphasis
The subject is normally declared in the subject line and should be clear and concise. If the memo is announcing the observance of a holiday, for example, the specific holiday should be named in the subject line—for example, use “Thanksgiving weekend schedule” rather than “holiday observance.”
Direct Format
Some written business communication allows for a choice between direct and indirect formats, but memorandums are always direct. The purpose is clearly announced.
Objectivity
Figure 13.4
The words you choose represent you in your absence. Make sure they clearly communicate your message.
© 2010 Jupiterimages Corporation
Memos are a place for just the facts, and should have an objective tone without personal bias, preference, or interest on display. Avoid subjectivity.
Letters
LettersBrief message sent to recipient(s) that are often outside the organization. are brief messages sent to recipients that are often outside the organization.Bovee, C., & Thill, J. (2010). Business communication essentials: a skills-
While e-
All writing assignments have expectations in terms of language and format. The audience or reader may have their own idea of what constitutes a specific type of letter, and your organization may have its own format and requirements. This chapter outlines common elements across letters, and attention should be directed to the expectations associated with your particular writing assignment. There are many types of letters, and many adaptations in terms of form and content, but in this chapter, we discuss the fifteen elements of a traditional block-
Letters may serve to introduce your skills and qualifications to prospective employers, deliver important or specific information, or serve as documentation of an event or decision. Regardless of the type of letter you need to write, it can contain up to fifteen elements in five areas. While you may not use all the elements in every case or context, they are listed in Table 13.1 "Elements of a Business Letter".
Table 13.1 Elements of a Business Letter
Content
Guidelines
1. Return Address This is your address where someone could send a reply. If your letter includes a letterhead with this information, either in the header (across the top of the page) or the footer (along the bottom of the page), you do not need to include it before the date.
2. Date The date should be placed at the top, right or left justified, five lines from the top of the page or letterhead logo.
3. Reference (Re:) Like a subject line in an e-
4. Delivery (Optional) Sometimes you want to indicate on the letter itself how it was delivered. This can make it clear to a third party that the letter was delivered via a specific method, such as certified mail (a legal requirement for some types of documents).
5. Recipient Note (Optional) This is where you can indicate if the letter is personal or confidential.
Content
Guidelines
6. Salutation A common salutation may be “Dear Mr. (full name).” But if you are unsure about titles (i.e., Mrs., Ms., Dr.), you may simply write the recipient’s name (e.g., “Dear Cameron Rai”) followed by a colon. A comma after the salutation is correct for personal letters, but a colon should be used in business. The salutation “To whom it may concern” is appropriate for letters of recommendation or other letters that are intended to be read by any and all individuals. If this is not the case with your letter, but you are unsure of how to address your recipient, make every effort to find out to whom the letter should be specifically addressed. For many, there is no sweeter sound than that of their name, and to spell it incorrectly runs the risk of alienating the reader before your letter has even been read. Avoid the use of impersonal salutations like “Dear Prospective Customer,” as the lack of personalization can alienate a future client.
7. Introduction This is your opening paragraph, and may include an attention statement, a reference to the purpose of the document, or an introduction of the person or topic depending on the type of letter. An emphatic opening involves using the most significant or important element of the letter in the introduction. Readers tend to pay attention to openings, and it makes sense to outline the expectations for the reader up front. Just as you would preview your topic in a speech, the clear opening in your introductions establishes context and facilitates comprehension.
8. Body If you have a list of points, a series of facts, or a number of questions, they belong in the body of your letter. You may choose organizational devices to draw attention, such as a bullet list, or simply number them. Readers may skip over information in the body of your letter, so make sure you emphasize the key points clearly. This is your core content, where you can outline and support several key points. Brevity is important, but so is clear support for main point(s). Specific, meaningful information needs to be clear, concise, and accurate.
9. Conclusion An emphatic closing mirrors your introduction with the added element of tying the main points together, clearly demonstrating their relationship. The conclusion can serve to remind the reader, but should not introduce new information. A clear summary sentence will strengthen your writing and enhance your effectiveness. If your letter requests or implies action, the conclusion needs to make clear what you expect to happen. It is usually courteous to conclude by thanking the recipient for his or her attention, and to invite them to contact you if you can be of help or if they have questions. This paragraph reiterates the main points and their relationship to each other, reinforcing the main point or purpose.
10. Close “Sincerely” or “Cordially” are standard business closing statements. (“Love,” “Yours Truly,” and “BFF” are closing statements suitable for personal correspondence, but not for business.) Closing statements are normally placed one or two lines under the conclusion and include a hanging comma, as in Sincerely,
11. Signature Five lines after the close, you should type your name (required) and, on the line below it, your title (optional).
12. Preparation Line If the letter was prepared, or word-
13. Enclosures/Attachments Just like an e-
14. Courtesy Copies or “CC” The abbreviation “CC” once stood for carbon copies but now refers to courtesy copies. Just like a “CC” option in an e-
15. Logo/Contact Information A formal business letter normally includes a logo or contact information for the organization in the header (top of page) or footer (bottom of page).
Strategies for Effective Letters
Remember that a letter has five main areas:
1.The heading, which establishes the sender, often including address and date
2.The introduction, which establishes the purpose
3.The body, which articulates the message
4.The conclusion, which restates the main point and may include a call to action
5.The signature line, which sometimes includes the contact information
A sample letter is shown in Figure 13.5 "Sample Business Letter".
Figure 13.5 Sample Business Letter
Always remember that letters represent you and your company in your absence. In order to communicate effectively and project a positive image,
•be clear, concise, specific, and respectful;
•each word should contribute to your purpose;
•each paragraph should focus on one idea;
•the parts of the letter should form a complete message;
•the letter should be free of errors.
Key Takeaways
•Memos are brief business documents usually used internally to inform or persuade employees concerning business decisions on policy, procedure, or actions.
•Letters are brief, print messages often used externally to inform or persuade customers, vendors, or the public.
•A letter has fifteen parts, each fulfilling a specific function.
Exercises
1.Find a memo from your work or business, or borrow one from someone you know. Share it with your classmates, observing confidentiality by blocking out identifying details such as the name of the sender, recipient, and company. Compare and contrast.
2.Create a draft letter introducing a product or service to a new client. Post and share with classmates.
3.Write a memo informing your class that an upcoming holiday will be observed. Post and share with classmates.
4.Find a business letter (for example, an offer you received from a credit card company or a solicitation for a donation) and share it with your classmates. Look for common elements and points of difference.
5.Now that you have reviewed a sample letter, and learned about the five areas and fifteen basic parts of any business letter, write a business letter that informs a prospective client or customer of a new product or service.
13.3 Business Proposal
Learning Objectives
1.Describe the basic elements of a business proposal.
2.Discuss the main goals of a business proposal.
3.Identify effective strategies to use in a business proposal.
An effective business proposal informs and persuades efficiently. It features many of the common elements of a report, but its emphasis on persuasion guides the overall presentation.
Let’s say you work in a health care setting. What types of products or services might be put out to bid? If your organization is going to expand and needs to construct a new wing, it will probably be put out to bid. Everything from office furniture to bedpans could potentially be put out to bid, specifying a quantity, quality, and time of delivery required. Janitorial services may also be bid on each year, as well as food services, and even maintenance. Using the power of bidding to lower contract costs for goods and services is common practice.
In order to be successful in business and industry, you should be familiar with the business proposal. Much like a report, with several common elements and persuasive speech, a business proposal makes the case for your product or service. Business proposalsDocument designed to make a persuasive appeal to the audience to achieve a defined outcome, often proposing a solution to a problem. are documents designed to make a persuasive appeal to the audience to achieve a defined outcome, often proposing a solution to a problem.
Common Proposal Elements
Idea
Effective business proposals are built around a great idea or solution. While you may be able to present your normal product, service, or solution in an interesting way, you want your document and its solution to stand out against the background of competing proposals. What makes your idea different or unique? How can you better meet the needs of the company that other vendors? What makes you so special? If the purchase decision is made solely on price, it may leave you little room to underscore the value of service, but the sale follow-
Traditional Categories
You can be creative in many aspects of the business proposal, but follow the traditional categories. Businesses expect to see information in a specific order, much like a résumé or even a letter. Each aspect of your proposal has its place and it is to your advantage to respect that tradition and use the categories effectively to highlight your product or service. Every category is an opportunity to sell, and should reinforce your credibility, your passion, and the reason why your solution is simply the best.
Table 13.2 Business Proposal Format
Cover Page Title page with name, title, date, and specific reference to request for proposal if applicable.
Executive Summary Like an abstract in a report, this is a one-
Background Discuss the history of your product, service, and/or company and consider focusing on the relationship between you and the potential buyer and/or similar companies.
Proposal The idea. Who, what, where, when, why, and how. Make it clear and concise. Don’t waste words, and don’t exaggerate. Use clear, well-
Market Analysis What currently exists in the marketplace, including competing products or services, and how does your solution compare?
Benefits How will the potential buyer benefit from the product or service? Be clear, concise, specific, and provide a comprehensive list of immediate, short, and long-
Timeline A clear presentation, often with visual aids, of the process, from start to finish, with specific, dated benchmarks noted.
Marketing Plan Delivery is often the greatest challenge for Web-
Finance What are the initial costs, when can revenue be anticipated, when will there be a return on investment (if applicable)? Again, the proposal may involve a one-
Conclusion Like a speech or essay, restate your main points clearly. Tie them together with a common them and make your proposal memorable.
Ethos, Pathos, and Logos
Ethos refers to credibility, pathos to passion and enthusiasm, and logos to logic or reason. All three elements are integral parts of your business proposal that require your attention. Who are you and why should we do business with you? Your credibility may be unknown to the potential client and it is your job to reference previous clients, demonstrate order fulfillment, and clearly show that your product or service is offered by a credible organization. By association, if your organization is credible the product or service is often thought to be more credible.
In the same way, if you are not enthusiastic about the product or service, why should the potential client get excited? How does your solution stand out in the marketplace? Why should they consider you? Why should they continue reading? Passion and enthusiasm are not only communicated through “!” exclamation points. Your thorough understanding, and your demonstration of that understanding, communicates dedication and interest.
Each assertion requires substantiation, each point clear support. It is not enough to make baseless claims about your product or service—you have to show why the claims you make are true, relevant, and support your central assertion that your product or service is right for this client. Make sure you cite sources and indicate “according to” when you support your points. Be detailed and specific.
Professional
A professional document is a base requirement. If it is less than professional, you can count on its prompt dismissal. There should be no errors in spelling or grammar, and all information should be concise, accurate, and clearly referenced when appropriate. Information that pertains to credibility should be easy to find and clearly relevant, including contact information. If the document exists in a hard copy form, it should be printed on a letterhead. If the document is submitted in an electronic form, it should be in a file format that presents your document as you intended. Word processing files may have their formatting changed or adjusted based on factors you cannot control—like screen size—and information can shift out of place, making it difficult to understand. In this case, a portable document format (PDF)—a format for electronic documents—may be used to preserve content location and avoid any inadvertent format changes when it is displayed.
Effective, persuasive proposals are often brief, even limited to one page. “The one-
Two Types of Business Proposals
Solicited
If you have been asked to submit a proposal it is considered solicited. The solicitation may come in the form of a direct verbal or written request, but normally solicitations are indirect, open-
RFPs typically specify the product or service, guidelines for submission, and evaluation criteria. RFQs emphasize cost, though service and maintenance may be part of the solicitation. IRBs are often job-
Unsolicited
Unsolicited proposals are the “cold calls” of business writing. They require a thorough understanding of the market, product and/or service, and their presentation is typically general rather than customer-
Sample Business Proposal
The Writing Help Tools Center is a commercial enterprise, and offers a clear (and free) example of a business proposal here:
http://www.writinghelptools.com/proposal-
Key Takeaway
Business proposals need to target a specific audience.
Exercises
1.
Click on this link to see a sample request for proposal from the American Institute of Public Accounts.
http://www.aicpa.org/audcommctr/toolkitsnpo/SampleRFP_for_CPA_Services.htm
2.Prepare a business proposal in no more than two pages. Follow the guidelines provided in the sample letter for CPA services on the American Institute of Public Accountants Web site. Do not include actual contact information. Just as the example has employees named after colors, your (imaginary) company should have contact information that does not directly link to real businesses or you as an individual. Do not respond to point 12.
3.Search for an RFP (request for proposal) or similar call to bid, and post it to your class. Compare the results with your classmates, focusing on what is required to apply or bid.
4.Identify a product or service you would like to produce or offer. List three companies that you would like to sell your product or service to and learn more about them. Post your findings, making the link between your product or service and company needs. You may find the Web site on creating a business plan (http://www.myownbusiness.org/s2/#3) useful when completing this exercise.
13.4 Report
Learning Objectives
1.Discuss the main parts of a report.
2.Understand the different types of reports.
3.Write a basic report.
What Is a Report?
Figure 13.6
Choose a type of report by its function, and display the information in a vivid way that is easily understood.
© 2010 Jupiterimages Corporation
ReportsDocument designed to record and convey information to the reader. are documents designed to record and convey information to the reader. Reports are part of any business or organization; from credit reports to police reports, they serve to document specific information for specific audiences, goals, or functions. The type of report is often identified by its primary purpose or function, as in an accident report, a laboratory report, a sales report, or even a book report. Reports are often analytical, or involve the rational analysis of information. Sometimes they simply “report the facts” with no analysis at all, but still need to communicate the information in a clear and concise format. Other reports summarize past events, present current data, and forecast future trends. While a report may have conclusions, propositions, or even a call to action, the demonstration of the analysis is the primary function. A sales report, for example, is not designed to make an individual sale. It is, however, supposed to report sales to date, and may forecast future sales based on previous trends. This chapter is designed to introduce you to the basics of report writing.
Types of Reports
Reports come in all sizes, but are typically longer than a page and somewhat shorter than a book. The type of report depends on its function. The function of the report is its essential purpose, often indicated in the thesis or purpose statement. The function will also influence the types of visual content or visual aids, representing words, numbers, and their relationships to the central purpose in graphic, representational ways that are easy for the reader to understand. The function may also contribute to parameters like report length (page or word count) or word choice and readability. “Focusing on the content of your longer business documents is not only natural but necessary because doing so helps ensure complete, correct information.”Bovee, C., & Thill, J. (2010). Business communication essentials: A skills-
Reports vary by function, and they also vary by style and tradition. Within your organization, there may be employer-
Informational or Analytical Report?
There are two main categories for reports, regardless of their specific function or type. An informational report informs or instructs and presents details of events, activities, individuals, or conditions without analysis. An example of this type of “just the facts” report is a police accident report. The report will note the time, date, place, contributing factors like weather, and identification information for the drivers involved in an automobile accident. It does not establish fault or include judgmental statements. You should not see “Driver was falling down drunk” in a police accident report. Instead, you would see “Driver failed sobriety tests and breathalyzer test and was transported to the station for a blood sample.” The police officer is not a trained medical doctor and is therefore not licensed to make definitive diagnoses, but can collect and present relevant information that may contribute to that diagnosis.
The second type of report is called an analytical report. An analytical report presents information with a comprehensive analysis to solve problems, demonstrate relationships, or make recommendations. An example of this report may be a field report by a Center for Disease Control (CDC) physician from the site of an outbreak of the H1N1 virus, noting symptoms, disease progression, steps taken to arrest the spread of the disease, and to make recommendations on the treatment and quarantine of subjects.
Table 13.3 "Types of Reports and Their Functions" includes common reports that, depending on the audience needs, may be informational or analytical.
Table 13.3 Types of Reports and Their Functions
Type
Function
1. Laboratory Report Communicate the procedures and results of laboratory activities
2. Research Report Study problems scientifically by developing hypotheses, collecting data, analyzing data, and indicating findings or conclusions
3. Field Study Report Describe one-
4. Progress Report Monitor and control production, sales, shipping, service, or related business process
5. Technical Report Communication process and product from a technical perspective
6. Financial Report Communication status and trends from a finance perspective
7. Case Study Represent, analyze, and present lessons learned from a specific case or example
8. Needs Assessment Report Assess the need for a service or product
9. Comparative Advantage Report Discuss competing products or services with an analysis of relative advantages and disadvantages
10. Feasibility Study Analyze problems and predict whether current solutions or alternatives will be practical, advisable, or produced the desired outcome(s)
11. Instruction Manuals Communicate step-
12. Compliance Report Document and indicate the extent to which a product or service is within established compliance parameters or standards
13. Cost-
14. Decision Report Make recommendations to management and become tools to solve problems and make decisions
15. Benchmark Report Establish criteria and evaluate alternatives by measuring against the establish benchmark criteria
16. Examination Report Report or record data obtained from an examination of an item or conditions, including accidents and natural disasters
17. Physical Description report Describe the physical characteristics of a machine, a device, or object
18. Literature Review Present summaries of the information available on a given subject
How Are Reports Organized?
Reports vary by size, format, and function. You need to be flexible and adjust to the needs of the audience while respecting customs and guidelines. Reports are typically organized around six key elements:
1.Whom the report is about and/or prepared for
2.What was done, what problems were addressed, and the results, including conclusions and/or recommendations
3.Where the subject studied occurred
4.When the subject studied occurred
5.Why the report was written (function), including under what authority, for what reason, or by whose request
6.How the subject operated, functioned, or was used
Pay attention to these essential elements when you consider your stakeholders, or those who have an interest in the report. That may include the person(s) the report is about, whom it is for, and the larger audience of the business, organization, or industry. Ask yourself who the key decision makers are who will read your report, who the experts or technicians will be, and how executives and workers may interpret your words and images. While there is no universal format for a report, there is a common order to the information. Each element supports the main purpose or function in its own way, playing an important role in the representation and transmission of information.
Table 13.4 Ten Common Elements of a Report
Page
Element
Function
Example
1. Cover Title and image Like the cover of a book, sometimes a picture, image, or logo is featured to introduce the topic to the reader.
2. Title Fly Title only This page is optional. Feasibility Study of Oil Recovery from the X Tarpit Sands Location
3. Title Page Label, report, features title, author, affiliation, date, and sometimes for whom the report was prepared Feasibility Study of Oil Recovery from the X Tarpit Sands Location Peak Oilman, X Energy Corporation Prepared for X
4. Table of Contents A list of the main parts of the report and their respective page numbers •Abstract……1
•Introduction……2
•Background……3
5. Abstract •Informational abstract: highlight topic, methods, data, and results
•Descriptive abstract: (All of the above without statements of conclusion or recommendations)
This report presents the current status of the X tarpit sands, the study of oil recoverability, and the findings of the study with specific recommendations.
6. Introduction Introduces the topic of the report Oil sands recovery processes include ways to extract and separate the bitumen from the clay, sand, and water that make up the tar sands. This study analyzes the feasibility of extraction and separation, including a comprehensive cost/benefits analysis, with specific recommendations.
7. Body Key elements of body include: •Background
•Methodology
•Results
•Analysis and Recommendations
•Background: History of oil extraction and separation from tarpit sands.
•Methodology: Specific analysis of the site based on accepted research methods.
•Results: Data from the feasibility study.
•Analysis and Recommendations: Analysis of the data and recommendations based on that analysis.
Page
Element
Function
Example
8. Conclusion Concise presentation of findings This portion clearly indicates the main results and their relation to recommended action or outcome.
9. References Bibliography or Works Cited This part contains a list of citations.
10. Appendix Related supporting materials This may include maps, analysis of soil samples, and field reports.
Here is a checklist for ensuring that a report fulfills its goals.
1.Report considers the audience’s needs
2.Format follows function of report
3.Format reflects institutional norms and expectations
4.Information is accurate, complete, and documented
5.Information is easy to read
6.Terms are clearly defined
7.Figures, tables, and art support written content
8.Figures, tables, and art are clear and correctly labeled
9.Figures, tables, and art are easily understood without text support
10.Words are easy to read (font, arrangement, organization)
11.Results are clear and concise
12.Recommendations are reasonable and well-
13.Report represents your best effort
14.Report speaks for itself without your clarification or explanation
Key Takeaway
Informational and analytical reports require organization and a clear purpose.
Exercises
1.Find an annual report for a business you would like to learn more about. Review it with the previous reading in mind and provide examples. Share and compare with classmates.
2.Write a report on a trend in business that you’ve observed, and highlight at least the main finding. For example, from the rising cost of textbooks to the Unnamed Publisher approach to course content, textbooks are a significant issue for students. Draw from your experience as you bring together sources of information to illustrate a trend. Share and compare with classmates.
13.5 Résumé
Learning Objectives
1.Describe the differences among functional, reverse chronological, combination, targeted, and scannable résumés.
2.Discuss what features are required in each type of résumé.
3.Prepare a one-
A résuméDocument that summarizes your education, skills, talents, employment history, and experiences in a clear and concise format for potential employers. is a document that summarizes your education, skills, talents, employment history, and experiences in a clear and concise format for potential employers. The résumé serves three distinct purposes that define its format, design, and presentation:
1.To represent your professional information in writing
2.To demonstrate the relationship between your professional information and the problem or challenge the potential employer hopes to solve or address, often represented in the form of a job description or duties
3.To get you an interview by clearly demonstrating you meet the minimum qualifications and have the professional background help the organization meet its goals
An online profile page is similar to a résumé in that it represents you, your background and qualifications, and adds participation to the publication. People network, link, and connect in new ways via online profiles or professional sites like LinkedIn. In many ways, your online profile is an online version of your résumé with connections and friends on public display. Your MySpace and Facebook pages are also often accessible to the public, so never post anything you wouldn’t want your employer (current or future) to read, see, or hear. This chapter covers a traditional résumé, as well as the more popular scannable features, but the elements and tips could equally apply to your online profile.
Main Parts of a Résumé
Regardless of the format, employers have expectations for your résumé. They expect it to be clear, accurate, and up to date.Bennett, S. A. (2005). The elements of résumé style: Essential rules and eye-
Résumés have several basic elements that employers look for, including your contact information, objective or goal, education and work experience, and so on. Each résumé format may organize the information in distinct ways based on the overall design strategy, but all information should be clear, concise, and accurate.Simons, W., & Curtis, R. (2004). The Résumé.com guide to writing unbeatable résumés. New York, NY: McGraw-
Contact Information
This section is often located at the top of the document. The first element of the contact information is your name. You should use your full, legal name even if you go by your middle name or use a nickname. There will plenty of time later to clarify what you prefer to be called, but all your application documents, including those that relate to payroll, your social security number, drug screenings, background checks, fingerprint records, transcripts, certificates or degrees, should feature your legal name. Other necessary information includes your address, phone number(s), and e-
Figure 13.7 Sample Contact Information
Objective
This is one part of your résumé that is relatively simple to customize for an individual application. Your objective should reflect the audience’s need to quickly understand how you will help the organization achieve its goals.
Figure 13.8 Sample Objective
Education
You need to list your education in reverse chronological order, with your most recent degree first. List the school, degree, and grade point average (GPA). If there is a difference between the GPA in your major courses and your overall GPA, you may want to list them separately to demonstrate your success in your chosen field. You may also want to highlight relevant coursework that directly relate to the position.
Figure 13.9 Sample Education Field
Work Experience
List in reverse chronological order your employment history, including the positions, companies, locations, dates, duties and skills demonstrated or acquired. You may choose to use active, descriptive sentences or bullet lists, but be consistent. Emphasize responsibilities that involved budgets, teamwork, supervision, and customer service when applying for positions in business and industry, but don’t let emphasis become exaggeration. This document represents you in your absence, and if information is false, at a minimum you could lose your job.
Figure 13.10 Sample Work Experience
Table 13.5 Types of Résumés
Type
Function
Advantage
Disadvantage
1. Reverse Chronological Reverse chronological résumés (also called reverse time order) focus on work history. Demonstrates a consistent work history It may be difficult to highlight skills and experience.
2. Functional Functional résumés (also called competency-
3. Combination A combination résumé lists your skills and experience first, then employment history and education. Highlights the skills you have that are relevant to the job and provides a reverse chronological work history Some employers prefer a reverse chronological order.
4. Targeted A targeted résumé is a custom document that specifically highlights the experience and skills that are relevant to the job. Points out to the reader how your qualifications and experience clearly match the job duties Custom documents take additional time, preparation, analysis of the job announcement, and may not fit the established guidelines.
5. Scannable A scannable résumé is specifically formatted to be read by a scanner and converted to digital information. Increasingly used to facilitate search and retrieval, and to reduce physical storage costs Scanners may not read the résumé correctly.
You may choose to include references at the end of your résumé, though “references upon request” is common. You may also be tempted to extend your résumé to more than one page, but don’t exceed that limit unless the additional page will feature specific, relevant information that represents several years of work that directly relates to the position. The person reading your résumé may be sifting through many applicants and will not spend time reading extra pages. Use the one-
Maximize Scannable Résumé Content
Use Key Words
Just as there are common search terms, and common words in relation to each position, job description, or description of duties, your scannable résumé needs to mirror these common terms. Use of nonstandard terms may not stand out, and your indication of “managed employees” may not get the same attention as the word “supervision” or “management.”
Follow Directions
If a job description uses specific terms, refers to computer programs, skills, or previous experience, make sure you incorporate that language in your scannable résumé. You know that when given a class assignment, you are expected to follow directions; similarly, the employer is looking for specific skills and experience. By mirroring the employer’s language and submitting your application documents in accord with their instructions, you convey a spirit of cooperation and an understanding of how to follow instructions.
Insert a Key Word Section
Consider a brief section that lists common words associated with the position as a skills summary: customer service, business communication, sales, or terms and acronyms common to the business or industry.
Make It Easy to Read
You need to make sure your résumé is easy to read by a computer, including a character recognition program. That means no italics, underlining, shading, boxes, or lines. Choose a sans serif (without serif, or decorative end) font like Arial or Tahoma that won’t be misread. Simple, clear fonts that demonstrate no points at which letters may appear to overlap will increase the probability of the computer getting it right the first time. In order for the computer to do this, you have to consider your audience—a computer program that will not be able to interpret your unusual font or odd word choice. A font size of eleven or twelve is easier to read for most people, and while the computer doesn’t care about font size, the smaller your font, the more likely the computer is to make the error of combining adjacent letters.
Printing, Packaging and Delivery
Use a laser printer to get crisp letter formation. Inkjet printers can have some “bleed” between characters that may make them overlap, and therefore be misunderstood. Folds can make it hard to scan your document. E-
Figure 13.11 Sample Format for Chronological Résumé
Figure 13.12 Sample Format for Functional Résumé
Figure 13.13 Sample Format for Scannable Résumé
Key Takeaway
A résumé will represent your skills, education, and experience in your absence. Businesses increasingly scan résumés into searchable databases.
Exercises
1.Find a job announcement with specific duties that represents a job that you will be prepared for upon graduation. Choose a type of résumé and prepare your résumé to submit to the employer as a class assignment. Your instructor may also request a scannable version of your résumé.
2.Conduct an online search for a functional or chronological résumé. Please post and share with your classmates.
3.Conduct an online search for job advertisements that detail positions you would be interested in, and note the key job duties and position requirements. Please post one example and share with your classmates.
4.When is a second page of your résumé justified? Explain.
5.Conduct an online search for resources to help you prepare your own résumé. Please post one link and a brief review of the Web site, noting what features you found useful and at least one recommendation for improvement.
13.6 Sales Message
Learning Objectives
1.Discuss a basic sales message and identify its central purpose
2.Detail the main parts of a sales message and understand strategies for success
A sales messageThe central persuasive message that intrigues, informs, persuades, calls to action, and closes the sale. is the central persuasive message that intrigues, informs, persuades, calls to action, and closes the sale. Not every sales message will make a direct sale, but the goal remains. Whether your sales message is embedded in a letter, represented in a proposal, or broadcast across radio or television, the purpose stays the same.
Sales messages are often discussed in terms of reason versus emotion. Every message has elements of ethosCredibility., or credibility; pathosPassion and enthusiasm., or passion and enthusiasm; and logosLogic and reason., or logic and reason. If your sales message focuses exclusively on reason with cold, hard facts and nothing but the facts, you may appeal to some audience, but certainly not the majority. Buyers make purchase decisions on emotion as well as reason, and even if they have researched all the relevant facts about competing products, the decision may still come down to impulse, emotion, and desire. If your sales message focuses exclusively on emotion, with little or no substance, it may not be taken seriously. Finally, if your sales message does not appear to have credibility, the message will be dismissed. In the case of the sales message, you need to meet the audience’s needs that vary greatly.
In general, appeals to emotion pique curiosity and get our attention, but some attention to reason and facts should also be included. That doesn’t mean we need to spell out the technical manual on the product on the opening sale message, but basic information about design or features, in specific, concrete ways can help an audience make sense of your message and the product or service. Avoid using too many abstract terms or references, as not everyone will understand these. You want your sales message to do the work, not the audience.
Format for a Common Sales Message
A sales message has the five main parts of any persuasive message.
Table 13.6 Five Main Parts of a Persuasive Message
Attention Statement Use humor, novelty, surprise, or the unusual to get attention.
Introduction Build interest by appealing to common needs and wants, and include a purpose statement to set up expectations.
Body Establish credibility, discuss attractive features, and compare with competitors, addressing concerns or potential questions before they are even considered.
Conclusion Sum it up and offer solution steps or calls to action, motivating the audience to take the next step. The smaller the step, the more likely the audience will comply. Set up your audience for an effective closing.
Residual Message Make the sale, make them remember you, and make sure your final words relate to the most important information, like a contact phone number.
Getting Attention
Your sales message will compete with hundreds of other messages and you want it to stand out.Price, D. (2005, October 30). How to communicate your sales message so buyers take action now! Retrieved June 14, 2009, from ezinearticles.com: http://ezinearticles.com/?How-
•Will the product or service save time or money?
•Will it make them look good?
•Will it entertain them?
•Will it satisfy them?
Regardless of the product or service, the audience is going to consider first what is in it for them. A benefitWhat the buyer gains with the purchase. is what the buyer gains with the purchase and is central to your sales message. They may gain social status, popularity, sex appeal, or even reduce or eliminate something they don’t want. Your sales message should clearly communicate the benefits of your product or service.Winston, W., & Granat, J. (1997). Persuasive advertising for entrepreneurs and small business owners: How to create more effective sales messages. New York, NY: Routledge.
Sales Message Strategies for Success
Your product or service may sell itself, but if you require a sales message, you may want to consider these strategies for success:
1.Start with your greatest benefit. Use it in the headline, subject line, caption, or attention statement. Audiences tend to remember the information from the beginning and end of a message, but have less recall about the middle points. Make your first step count by highlighting the best feature first.
2.Take baby steps. One thing at a time. Promote, inform, and persuade on one product or service at a time. You want to hear “yes” and make the associated sale, and if you confuse the audience with too much information, too many options, steps to consider, or related products or service, you are more likely to hear “no” as a defensive response as the buyer tries not to make a mistake. Avoid confusion and keep it simple.
3.Know your audience. The more background research you can do on your buyer, the better you can anticipate their specific wants and needs and individualize your sales message to meet them.
4.Lead with emotion, follow with reason. Gain the audience’s attention with drama, humor, or novelty and follow with specific facts that establish your credibility, provide more information about the product or service, and lead to your call to action to make the sale.
These four steps can help improve your sales message, and your sales. Invest your time in planning and preparation, and consider the audience’s needs as you prepare your sales message.
Figure 13.14 Sample E-
Key Takeaway
A sales message combines emotion and reason, and reinforces credibility, to create interest in a product or service that leads to a sale.
Exercises
1.Create your own e-
2.Identify one sales message you consider to be effective. Share it with classmates and discuss why you perceive it to be effective.
3.Please consider one purchase you made recently. What motivated you to buy and why did you choose to complete the purchase? Share the results with your classmates.
4.Are you more motivated by emotion or reason? Ask ten friends that question and post your results.
13.7 Additional Resources
Visit NetLingo for some common texting abbreviations. http://www.netlingo.com/acronyms.php
The Online Writing Lab (OWL) at Purdue University includes an area on e-
Shea’s Netiquette online is another useful source. http://www.albion.com/netiquette/book/index.html
The New York Times blog “Gadgetwise: Getting Smart About Personal Technology” discusses an ever-
The OWL at Purdue also includes pages on memo writing and a sample memo. http://owl.english.purdue.edu/owl/resource/590/01; http://owl.english.purdue.edu/owl/resource/590/04
For 642 sample letters, from cover letters to complaints, go to this site. http://www.4hb.com/letters
Visit this Negotiations.com page for information on writing a request for proposal, quotation, and information. http://www.negotiations.com/articles/procurement-
Visit this site for additional proposal writing tips. http://www.4hb.com/0350tipwritebizproposal.html
TechSoup offers a sample Request for Proposal. http://www.techsoup.org/toolkits/rfp/RFP_client_mgmt2.pdf
Your online profile counts as much as your résumé. http://www.npr.org/templates/story/story.php?storyId=105483848&sc=nl&cc=es-
Read a Forbes article on “Ten Ways to Torpedo Your Sales Pitch.” http://www.forbes.com/2007/08/01/microsoft-
Direct mail and other sales copy written by Susanna Hutcheson. http://www.powerwriting.com/port.html
Visit this site for tips on how to write a public service announcement (PSA). http://www.essortment.com/all/tiphowtowrite_rjbk.htm
The National Institute of Justice provides guidelines on writing a PSA. http://www.ojp.usdoj.gov/nij/topics/courts/restorative-
The AdCouncil provides a range of examples. http://www.adcouncil.org/default.aspx?id=15
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