Effective WrittenEffective Written
CorrespondenceCorrespondence
For Technical & Business Writers
• Creating Results-Oriented
Letters, Memos & Emails
Writing ProcessWriting Process
PreparingPreparing
brainstormbrainstorm
researchresearch
assess audienceassess audience
define purposedefine purpose
DraftingDrafting
RevisingRevising
re-read forre-read for
–contentcontent
–stylestyle
–structurestructure
–formatformat
Choosing TechnicalChoosing Technical
LevelLevel
High - expert, professional peerHigh - expert, professional peer
Semi - counterpart in differentSemi - counterpart in different
departmentdepartment
Non - laypersonNon - layperson
Level of TechnicalLevel of Technical
ExpertiseExpertise
EqualEqual -- specialized languagespecialized language
LessLess -- avoid jargonavoid jargon
RequestedRequested -- avoid long introsavoid long intros
Decision-Decision- -- offer clear recsoffer clear recs
MakerMaker
Political, Ethical, LegalPolitical, Ethical, Legal
ConsiderationsConsiderations
Predisposition ofPredisposition of
AudienceAudience
PreviousPrevious
CommunicationCommunication
Exaggeration,Exaggeration,
Understatement orUnderstatement or
False PromisesFalse Promises
Elements of StyleElements of Style
ConciseConcise
OrganizedOrganized
NaturalNatural
Appropriately FriendlyAppropriately Friendly
Is it natural…Is it natural…
Or is it something else?Or is it something else?
““It is imperative thatIt is imperative that
managerialmanagerial
facilitation pertainingfacilitation pertaining
to orientation of newto orientation of new
employees beemployees be
undertaken at allundertaken at all
levels of authority…levels of authority…
blah blah blah….”blah blah blah….”
Something else...Something else...
““Your presentation stunk. I told youYour presentation stunk. I told you
NOT to use slides. Didn’t youNOT to use slides. Didn’t you
attend my training sessions onattend my training sessions on
public speaking??? Obviously, youpublic speaking??? Obviously, you
weren’t paying attention!”weren’t paying attention!”
Standard Parts of aStandard Parts of a
LetterLetter
HeadingHeading
InsideInside
AddressAddress
SalutationSalutation
Letter TextLetter Text
Complimentary CloseComplimentary Close
SignatureSignature
Identifying initialsIdentifying initials
Enclosure notationEnclosure notation
Copy notationCopy notation
Structure of BusinessStructure of Business
LettersLetters
IntroductionIntroduction -- Identify yourself andIdentify yourself and
purposepurpose
BodyBody -- Details/backgroundDetails/background
ConclusionConclusion -- Sum up/encourageSum up/encourage
actionaction
Letters - OpeningsLetters - Openings
Avoid “ing” openers (Referring…)Avoid “ing” openers (Referring…)
Avoid phrases that end with prepsAvoid phrases that end with preps
(With reference to…)(With reference to…)
Avoid redundancy/announcing (IAvoid redundancy/announcing (I
am writing to inform you… Theam writing to inform you… The
purpose of this letter…)purpose of this letter…)
Create a PatternCreate a Pattern
Time Pattern - problem descriptions, briefTime Pattern - problem descriptions, brief
histories, informational summaries withhistories, informational summaries with
recommendations or forecastsrecommendations or forecasts
• Discuss what has occurredDiscuss what has occurred
• Discuss current situationDiscuss current situation
• Discuss futureDiscuss future
Letter - Space PatternLetter - Space Pattern
Use for orientationsUse for orientations
or informationalor informational
descriptionsdescriptions
• issue at a distanceissue at a distance
• issue nearerissue nearer
• issue at handissue at hand
Letter - ChangingLetter - Changing
Perspective PatternPerspective Pattern
Explanations, analyses,Explanations, analyses,
evaluations, personalevaluations, personal
disclosures,disclosures,
adjustmentsadjustments
Explain former positionExplain former position
Describe crucial eventDescribe crucial event
of insightof insight
Assess current viewAssess current view
Letter - Causal PatternLetter - Causal Pattern
Personnel evaluations,Personnel evaluations,
problem analyses,problem analyses,
sales/marketingsales/marketing
assessments, troubleassessments, trouble
reportsreports
• Discuss surfaceDiscuss surface
symptomssymptoms
• Describe immediateDescribe immediate
causescauses
• Examine deeperExamine deeper
causescauses
Letter - ProportionalLetter - Proportional
PatternPattern
Meeting/discussionMeeting/discussion
summaries, marketsummaries, market
descriptions/analyses,descriptions/analyses,
personnel/attitudinalpersonnel/attitudinal
evaluationsevaluations
• Review majorityReview majority
viewview
• State opinion ofState opinion of
smaller groupsmaller group
• Discuss even smallerDiscuss even smaller
minorityminority
Writing Effective MemosWriting Effective Memos
Usually an internal documentUsually an internal document
Client Memo - team perspectiveClient Memo - team perspective
Consistent with company specsConsistent with company specs
Less formal than letterLess formal than letter
One message to several partiesOne message to several parties
Generally informal/less time to writeGenerally informal/less time to write
Provides written record of messageProvides written record of message
Language forLanguage for
CorrespondenceCorrespondence
Simple, directSimple, direct
• ““This serves asThis serves as
notification of ournotification of our
agreement, asagreement, as
per…..”per…..”
• Say, instead:Say, instead:
“Beginning on May 9,“Beginning on May 9,
all orders will meetall orders will meet
specifications….”specifications….”
Avoid trite phrasesAvoid trite phrases
• attached pleaseattached please
find…find…
• in reference to….in reference to….
• each and every oneeach and every one
of you….of you….
• Say, instead:Say, instead:
– attachedattached
– regardingregarding
– each of youeach of you
You Attitude - ReaderYou Attitude - Reader
AwareAware
I or WeI or We
• I appreciate yourI appreciate your
hard workhard work
• We need your crewWe need your crew
to follow proceduresto follow procedures
• Our department isOur department is
backlogged so yourbacklogged so your
order is delayed...order is delayed...
You-AttitudeYou-Attitude
• Your hard word onYour hard word on
the manual wasthe manual was
valuablevaluable
• Your crew will benefitYour crew will benefit
from the newfrom the new
proceduresprocedures
• Your order will beYour order will be
shipped on May 1….shipped on May 1….
Memo - Format andMemo - Format and
PartsParts
Follow co. specsFollow co. specs
Include allInclude all
names/titlesnames/titles
Omit courtesyOmit courtesy
titlestitles
Address largeAddress large
grpsgrps
Clear/limitingClear/limiting
subject linesubject line
Initial name onInitial name on
FromFrom lineline
Memo - StructureMemo - Structure
IntroductionIntroduction -- First paragraphFirst paragraph
Orient reader - how much background?Orient reader - how much background?
State purposeState purpose withoutwithout announcingannouncing
Summarize key pointSummarize key point
Memo - SucceedingMemo - Succeeding
ParagraphsParagraphs
Easy to read at a glanceEasy to read at a glance
Focused on one issueFocused on one issue
Logically organizedLogically organized
Reader-friendlyReader-friendly
Include facts/details needed for reader toInclude facts/details needed for reader to
make informed decisionmake informed decision
Break into manageable partsBreak into manageable parts
Use headings, bullets, numbers as neededUse headings, bullets, numbers as needed
Memo - ConclusionMemo - Conclusion
Let reader knowLet reader know
exactlyexactly what he orwhat he or
she is required to doshe is required to do
as follow-upas follow-up
Include specific info toInclude specific info to
help reader complyhelp reader comply
Memo - Good News/BadMemo - Good News/Bad
NewsNews
Good or Neutral NewsGood or Neutral News
• Direct openingDirect opening
• ExplanationExplanation
• Sales Appeal (ifSales Appeal (if
appropriateappropriate
• Friendly closeFriendly close
Bad NewsBad News
• Opening BufferOpening Buffer
• Logical ExplanationLogical Explanation
• NewsNews
• Constructive follow-Constructive follow-
upup
• Friendly CloseFriendly Close
Effective E-MailEffective E-Mail
MessagesMessages
Try to keepTry to keep
message to onemessage to one
screen-fullscreen-full
Copy only readersCopy only readers
with a need to knowwith a need to know
Headline messageHeadline message
with clear subjectwith clear subject
lineline
Use paragraphUse paragraph
divisions, bullets,divisions, bullets,
indentation,indentation,
headingsheadings
Make clear what youMake clear what you
want reader to dowant reader to do
Manage your imageManage your image
as a communicatoras a communicator

Best Practices for Effective Written Correspondence

  • 1.
    Effective WrittenEffective Written CorrespondenceCorrespondence ForTechnical & Business Writers • Creating Results-Oriented Letters, Memos & Emails
  • 2.
    Writing ProcessWriting Process PreparingPreparing brainstormbrainstorm researchresearch assessaudienceassess audience define purposedefine purpose DraftingDrafting RevisingRevising re-read forre-read for –contentcontent –stylestyle –structurestructure –formatformat
  • 3.
    Choosing TechnicalChoosing Technical LevelLevel High- expert, professional peerHigh - expert, professional peer Semi - counterpart in differentSemi - counterpart in different departmentdepartment Non - laypersonNon - layperson
  • 4.
    Level of TechnicalLevelof Technical ExpertiseExpertise EqualEqual -- specialized languagespecialized language LessLess -- avoid jargonavoid jargon RequestedRequested -- avoid long introsavoid long intros Decision-Decision- -- offer clear recsoffer clear recs MakerMaker
  • 5.
    Political, Ethical, LegalPolitical,Ethical, Legal ConsiderationsConsiderations Predisposition ofPredisposition of AudienceAudience PreviousPrevious CommunicationCommunication Exaggeration,Exaggeration, Understatement orUnderstatement or False PromisesFalse Promises
  • 6.
    Elements of StyleElementsof Style ConciseConcise OrganizedOrganized NaturalNatural Appropriately FriendlyAppropriately Friendly
  • 7.
    Is it natural…Isit natural… Or is it something else?Or is it something else? ““It is imperative thatIt is imperative that managerialmanagerial facilitation pertainingfacilitation pertaining to orientation of newto orientation of new employees beemployees be undertaken at allundertaken at all levels of authority…levels of authority… blah blah blah….”blah blah blah….”
  • 8.
    Something else...Something else... ““Yourpresentation stunk. I told youYour presentation stunk. I told you NOT to use slides. Didn’t youNOT to use slides. Didn’t you attend my training sessions onattend my training sessions on public speaking??? Obviously, youpublic speaking??? Obviously, you weren’t paying attention!”weren’t paying attention!”
  • 9.
    Standard Parts ofaStandard Parts of a LetterLetter HeadingHeading InsideInside AddressAddress SalutationSalutation Letter TextLetter Text Complimentary CloseComplimentary Close SignatureSignature Identifying initialsIdentifying initials Enclosure notationEnclosure notation Copy notationCopy notation
  • 11.
    Structure of BusinessStructureof Business LettersLetters IntroductionIntroduction -- Identify yourself andIdentify yourself and purposepurpose BodyBody -- Details/backgroundDetails/background ConclusionConclusion -- Sum up/encourageSum up/encourage actionaction
  • 12.
    Letters - OpeningsLetters- Openings Avoid “ing” openers (Referring…)Avoid “ing” openers (Referring…) Avoid phrases that end with prepsAvoid phrases that end with preps (With reference to…)(With reference to…) Avoid redundancy/announcing (IAvoid redundancy/announcing (I am writing to inform you… Theam writing to inform you… The purpose of this letter…)purpose of this letter…)
  • 13.
    Create a PatternCreatea Pattern Time Pattern - problem descriptions, briefTime Pattern - problem descriptions, brief histories, informational summaries withhistories, informational summaries with recommendations or forecastsrecommendations or forecasts • Discuss what has occurredDiscuss what has occurred • Discuss current situationDiscuss current situation • Discuss futureDiscuss future
  • 14.
    Letter - SpacePatternLetter - Space Pattern Use for orientationsUse for orientations or informationalor informational descriptionsdescriptions • issue at a distanceissue at a distance • issue nearerissue nearer • issue at handissue at hand
  • 15.
    Letter - ChangingLetter- Changing Perspective PatternPerspective Pattern Explanations, analyses,Explanations, analyses, evaluations, personalevaluations, personal disclosures,disclosures, adjustmentsadjustments Explain former positionExplain former position Describe crucial eventDescribe crucial event of insightof insight Assess current viewAssess current view
  • 16.
    Letter - CausalPatternLetter - Causal Pattern Personnel evaluations,Personnel evaluations, problem analyses,problem analyses, sales/marketingsales/marketing assessments, troubleassessments, trouble reportsreports • Discuss surfaceDiscuss surface symptomssymptoms • Describe immediateDescribe immediate causescauses • Examine deeperExamine deeper causescauses
  • 17.
    Letter - ProportionalLetter- Proportional PatternPattern Meeting/discussionMeeting/discussion summaries, marketsummaries, market descriptions/analyses,descriptions/analyses, personnel/attitudinalpersonnel/attitudinal evaluationsevaluations • Review majorityReview majority viewview • State opinion ofState opinion of smaller groupsmaller group • Discuss even smallerDiscuss even smaller minorityminority
  • 18.
    Writing Effective MemosWritingEffective Memos Usually an internal documentUsually an internal document Client Memo - team perspectiveClient Memo - team perspective Consistent with company specsConsistent with company specs Less formal than letterLess formal than letter One message to several partiesOne message to several parties Generally informal/less time to writeGenerally informal/less time to write Provides written record of messageProvides written record of message
  • 19.
    Language forLanguage for CorrespondenceCorrespondence Simple,directSimple, direct • ““This serves asThis serves as notification of ournotification of our agreement, asagreement, as per…..”per…..” • Say, instead:Say, instead: “Beginning on May 9,“Beginning on May 9, all orders will meetall orders will meet specifications….”specifications….” Avoid trite phrasesAvoid trite phrases • attached pleaseattached please find…find… • in reference to….in reference to…. • each and every oneeach and every one of you….of you…. • Say, instead:Say, instead: – attachedattached – regardingregarding – each of youeach of you
  • 20.
    You Attitude -ReaderYou Attitude - Reader AwareAware I or WeI or We • I appreciate yourI appreciate your hard workhard work • We need your crewWe need your crew to follow proceduresto follow procedures • Our department isOur department is backlogged so yourbacklogged so your order is delayed...order is delayed... You-AttitudeYou-Attitude • Your hard word onYour hard word on the manual wasthe manual was valuablevaluable • Your crew will benefitYour crew will benefit from the newfrom the new proceduresprocedures • Your order will beYour order will be shipped on May 1….shipped on May 1….
  • 21.
    Memo - FormatandMemo - Format and PartsParts Follow co. specsFollow co. specs Include allInclude all names/titlesnames/titles Omit courtesyOmit courtesy titlestitles Address largeAddress large grpsgrps Clear/limitingClear/limiting subject linesubject line Initial name onInitial name on FromFrom lineline
  • 23.
    Memo - StructureMemo- Structure IntroductionIntroduction -- First paragraphFirst paragraph Orient reader - how much background?Orient reader - how much background? State purposeState purpose withoutwithout announcingannouncing Summarize key pointSummarize key point
  • 24.
    Memo - SucceedingMemo- Succeeding ParagraphsParagraphs Easy to read at a glanceEasy to read at a glance Focused on one issueFocused on one issue Logically organizedLogically organized Reader-friendlyReader-friendly Include facts/details needed for reader toInclude facts/details needed for reader to make informed decisionmake informed decision Break into manageable partsBreak into manageable parts Use headings, bullets, numbers as neededUse headings, bullets, numbers as needed
  • 25.
    Memo - ConclusionMemo- Conclusion Let reader knowLet reader know exactlyexactly what he orwhat he or she is required to doshe is required to do as follow-upas follow-up Include specific info toInclude specific info to help reader complyhelp reader comply
  • 26.
    Memo - GoodNews/BadMemo - Good News/Bad NewsNews Good or Neutral NewsGood or Neutral News • Direct openingDirect opening • ExplanationExplanation • Sales Appeal (ifSales Appeal (if appropriateappropriate • Friendly closeFriendly close Bad NewsBad News • Opening BufferOpening Buffer • Logical ExplanationLogical Explanation • NewsNews • Constructive follow-Constructive follow- upup • Friendly CloseFriendly Close
  • 27.
    Effective E-MailEffective E-Mail MessagesMessages Tryto keepTry to keep message to onemessage to one screen-fullscreen-full Copy only readersCopy only readers with a need to knowwith a need to know Headline messageHeadline message with clear subjectwith clear subject lineline Use paragraphUse paragraph divisions, bullets,divisions, bullets, indentation,indentation, headingsheadings Make clear what youMake clear what you want reader to dowant reader to do Manage your imageManage your image as a communicatoras a communicator