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Planning Business Messages
Effective Business Writing Purposeful Concise Audience- Centered
Three-Step Writing Process Step 1 Planning Step 3 Completing Step 2  Writing Analyze Investigate Adapt Organize Select Compose Revise Produce Proofread
Analyze Your Purpose General Specific Timing Delivery Acceptability Realism
Profile Your Audience Decision Makers and Key People Overall Size of Audience Overall Composition Level of Understanding Expectations and Preferences Probable Reaction
Gather Information Viewpoints of Others Supervisors,  Colleagues, and  Customers Reports and Company Documents Audience Input
Provide Information Ethical Precise Accurate
Channel and Medium A Continuum of Media Richness Face-to-Face Telephone E-mail Notes, Letters,  Memos Fliers, Bulletins, Standard Reports Richer Leaner
Communication Channels Use An Oral Channel Use A Written Channel  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Electronic Media Voice Mail Videotape Faxing Instant Messages Teleconference Computer Conference E-mail Websites Global Communication
Reduced Productivity Privacy Issues Inappropriate Content Speed of Information Time-Zone Barriers Dispersed Audience Electronic Communication Disadvantages Advantages
Relating to the Audience “ You” Attitude Positive Tone Credible Image Polite Treatment Bias-Free Language Corporate Image
The “You” Attitude To help us process this order, we must ask for another copy of the requisition. So that your order can be filled promptly, please send another copy of the requisition. You should never use that type of paper in the copy machine. That type of paper doesn’t work very well in the copy machine. Instead of This Use This Instead of This Use This
Emphasize the Positive Instead of This Use This ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Establish Credibility Provide Evidence Be Sincere Believe in Yourself Show Understanding Explain Credentials
Practice Diplomacy Promote Goodwill Be Prompt Use Tact Politeness and Courtesy
Bias-Free Language Gender Race or Ethnicity Age Bias Disability
The Company’s Image ,[object Object],[object Object],[object Object],[object Object]

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  • 2. Effective Business Writing Purposeful Concise Audience- Centered
  • 3. Three-Step Writing Process Step 1 Planning Step 3 Completing Step 2 Writing Analyze Investigate Adapt Organize Select Compose Revise Produce Proofread
  • 4. Analyze Your Purpose General Specific Timing Delivery Acceptability Realism
  • 5. Profile Your Audience Decision Makers and Key People Overall Size of Audience Overall Composition Level of Understanding Expectations and Preferences Probable Reaction
  • 6. Gather Information Viewpoints of Others Supervisors, Colleagues, and Customers Reports and Company Documents Audience Input
  • 7. Provide Information Ethical Precise Accurate
  • 8. Channel and Medium A Continuum of Media Richness Face-to-Face Telephone E-mail Notes, Letters, Memos Fliers, Bulletins, Standard Reports Richer Leaner
  • 9.
  • 10. Electronic Media Voice Mail Videotape Faxing Instant Messages Teleconference Computer Conference E-mail Websites Global Communication
  • 11. Reduced Productivity Privacy Issues Inappropriate Content Speed of Information Time-Zone Barriers Dispersed Audience Electronic Communication Disadvantages Advantages
  • 12. Relating to the Audience “ You” Attitude Positive Tone Credible Image Polite Treatment Bias-Free Language Corporate Image
  • 13. The “You” Attitude To help us process this order, we must ask for another copy of the requisition. So that your order can be filled promptly, please send another copy of the requisition. You should never use that type of paper in the copy machine. That type of paper doesn’t work very well in the copy machine. Instead of This Use This Instead of This Use This
  • 14.
  • 15. Establish Credibility Provide Evidence Be Sincere Believe in Yourself Show Understanding Explain Credentials
  • 16. Practice Diplomacy Promote Goodwill Be Prompt Use Tact Politeness and Courtesy
  • 17. Bias-Free Language Gender Race or Ethnicity Age Bias Disability
  • 18.

Editor's Notes

  1. You’ll face a variety of communication assignments in your career, both oral and written. Your purpose is not to dazzle your readers with your extensive knowledge or powerful vocabulary. Instead, your messages must exhibit the following characteristics: Purposeful. Business messages provide information, solve a problem, or request the resources necessary to accomplish a goal. Every message you prepare will have a specific purpose. Audience-centered. Business messages help audiences understand an issue, collaborate on accomplishing a goal, or take some action. So every message must reflect the audience’s background, point of view, and needs. Concise. Business messages respect everyone’s time by presenting information clearly and efficiently. Every message you prepare will be as short as it can be without detracting from the subject.   The goal of effective business writing is to express your ideas rather than to impress your audience. One of the best ways to do so is to follow a systematic writing process.
  2. The specific actions you take to write business messages will vary with each situation, audience, and purpose. However, following a three-step writing process will help you write more effective messages. Planning.  Clarify your purpose and gather information to inform, persuade, or motivate your audience. Select the channel and medium that suit both your needs and those of your audience. Establish a good relationship with your audience. Planning business messages is the focus of this chapter. Writing.  Organize your ideas and commit your thoughts to words, write sentences and paragraphs, and select illustrations and details to support your main idea. Writing business messages is discussed in Chapter 5. Completing.  Review the content and organization for overall style, structure, and readability. Revise and rewrite until your message is clear; then edit for details such as grammar, punctuation, and format. Next produce your message, putting it into the form that your audience will receive. Finally, proof the final draft for typos, spelling errors, and other mechanical problems. Completing business messages is discussed in Chapter 6. As a general rule, try using roughly half of your time for planning. Use less than a quarter of your time for writing your document. Then use more than a quarter of your time for completing the project (so that you don’t shortchange important final steps such as revising and proofing).
  3. When planning, think about your purpose first. For a business message to be effective, its purpose and its audience must complement each other. All business messages have a general purpose : to inform, to persuade, or to collaborate with your audience. This overall purpose determines both the amount of audience participation you need and the amount of control you have over your message. Business messages also have a specific purpose . To help define the specific purpose, ask yourself what you hope to accomplish with your message and what your audience should do or think after receiving it. Consider whether your purpose is worth pursuing at this time. To help you decide whether to proceed, ask yourself four questions: Is your purpose realistic?  Is this the right time?  Is the right person delivering your message?  Is your purpose acceptable to your organization?  
  4. Identify the primary audience. If you can reach the decision makers or opinion molders in your audience, other audience members will fall in line. Determine the size of your audience. A report for wide distribution requires a more formal style, organization, and format than one directed to three or four people in your department. Determine the composition of the audience. Look for common denominators that tie audience members together across differences in culture, education, status, or attitude. Include evidence that touches on everyone’s area of interest. Gauge your audience’s level of understanding. If audience members share your general background, they’ll understand your material without difficulty. If not, you must educate them. Include only enough information to accomplish your objective. Everything else is irrelevant and must be eliminated. Project your audience’s expectations and preferences. Will members of your audience expect complete details or will a summary of the main points suffice? Do they want an e-mail or will they expect a formal memo? Estimate your audience’s probable reaction. If you expect a favorable response, state conclusions and recommendations up front and offer minimal evidence. If you expect skepticism, introduce conclusions gradually, and include more evidence.
  5. Before you compose your message, you’ll need to gather some information. When writing long, formal reports, you’ll conduct formal research. Other kinds of business messages, require less formal information gathering. Whether you’re preparing for an informational interview with your supervisor, writing an e-mail message to a close colleague, or gathering opinions for an article to appear in your organization’s monthly newsletter, you can gather information to satisfy your audience’s needs by using these informal methods: C onsidering others’ viewpoints . You might put yourself in others’ position to consider what they might be thinking, feeling, or planning. Reading reports and other company documents . Consider company annual reports, financial statements, news releases, memos, marketing reports, and customer surveys for helpful information. Chatting with supervisors, colleagues, or customers . Fellow workers and customers may have information you need, or they may know what your audience will be interested in. Asking your audience for input . If you’re unsure of what audience members need from your message, ask them—whether through casual conversation (face-to-face or over the phone), informal surveys, or unofficial interviews.
  6. The key to effective communication is determining your reader’s information needs and then responding to them. Often, your audience’s information needs are readily apparent. In other cases, your audience may not be particularly good at telling you what’s needed. Also, try to think of information needs that your audience may not even be aware of. Be sure the information is accurate. There’s no point in answering all your audience’s questions if the answers are wrong. Your organization is legally bound by any promises you make, so be sure your company is able to follow through. Review any mathematical or financial calculations. Check all dates and schedules, and examine your own assumptions and conclusions to be certain they are valid. Be sure the information is ethical. Messages can be unethical simply because information is omitted. So just how much detail should you include? If you’re unsure about your audience’s information needs, offer enough detail to avoid misleading them, and offer to provide more upon request. Be sure the information is pertinent. When deciding how to respond to your audience’s information needs, remember that some points will be of greater interest and importance than others. You must choose and emphasize the points that will have the most impact on your audience.
  7. Selecting the best channel and medium for your message can make the difference between effective and ineffective communication. You must choose between the oral or written channel, and you must consider the media within each channel. Make sure your channel and medium match your purpose and your audience, and then tailor your message accordingly. Time and cost are also factors that will affect your choice of channel and medium. Media richness is the value of a medium in a given communication situation. Richness is determined by a medium’s ability to convey a message via more than one informational cue, facilitate feedback, and establish personal focus. Face-to-face communication is the richest medium because it is personal, it provides both immediate verbal and nonverbal feedback, and it conveys the emotion behind the message. Unaddressed documents, such as fliers, are the leanest media. Choose the richest media for non-routine, complex messages; to extend and humanize your presence throughout the organization; to communicate caring to employees; and to gain employee commitment to organizational goals. Use leaner media to communicate simple, routine messages.
  8. Primary oral communication media include face-to-face conversation, telephone calls, speeches, presentations, and meetings. Oral communication offers immediate feedback. This is the channel to use when you want the audience to ask questions and make comments or when you’re trying to reach a group decision. It’s also the best channel if your message has an emotional component and you want to read the audience’s body language or hear the tone of their response. Written business messages can provide a permanent record of detailed, complex information. The most common written business messages are letters, memos, and reports. Both letters and memos can be classified by function into three categories: (1) routine, good-news, and goodwill messages; (2) bad-news messages; and (3) persuasive messages. Reports and proposals are factual, objective documents that may be distributed to insiders or outsiders. In length, they range from a few to several hundred pages, and they are generally more formal in tone than a typical business letter or memo.
  9. Voice mail can be used to replace short memos and phone calls that need no response. It is most effective for goodwill and other positive messages. Teleconferencing is best for informational meetings, but ineffective for negotiation. Videotape is often effective for getting a motivational message out to a large number of people; however, it offers no opportunity for immediate feedback. Computer conferencing allows users to meet and share documents in real time. Attention is focused on ideas rather than on who communicates them. Faxing provides hard copy messages, despite time-zone barriers. However, faxed messages are not private and may look unprofessional. E-mail offers speed, low cost, easy access, portability, and convenience. It’s best for communicating brief, noncomplex, time-sensitive information, but its effectiveness depends on the skill of those who use it. Instant messaging allows people to carry on real-time, one-on-one, and small-group text conversations. These conversations aren’t recorded or saved, so they don’t clog the company’s network.   Websites offer interactive communication through hyperlinks, allowing readers to absorb information non-sequentially: they can take what they need and skip everything else.
  10. Electronic messages are useful when you need speed, when you’re physically separated from your audience, when time zones differ, and when you must reach a dispersed audience personally. The Internet, e-mail, voice mail, and faxes allow people from opposite ends of the world to work together 24 hours a day, seven days a week. This global collaboration enables companies to build products, run operations, and deliver services better, faster, and cheaper. E ven though electronic messages offer advantages, they aren’t problem-free. For example, people sometimes include questionable content in e-mail. While this new openness allows companies get input from a wider variety of people, it can also create tension and interpersonal conflict. Furthermore, because e-mail is so cheap and easy to send, people tend to overuse it. Another drawback is lack of privacy. Even if your message goes only where you originally intended, any recipient can easily forward it to someone else. In addition, e-mail and voice mail can legally be monitored by employers, and both can be subpoenaed for court cases. Employee productivity is constantly interrupted by e-mail, voice mail, faxes, and conference calls. Employees also diminish their productivity by surfing the Web and visiting non-business-related sites during working hours.  
  11. Once you’ve chosen an appropriate channel and medium, you’re still not ready to start writing yet. Effective communicators do more than simply conveying information. They establish a good relationship with their audience. The first step is to clarify your relationship with the audience. Are you friends with common interests? Are you total strangers? Are you equal in status, experience, and education? Are are you unequal in these areas? In order to compose business messages that establish good relationships, remember the following points: Use the “you” attitude. Emphasize the positive. Establish your credibility. Be polite. Use bias-free language. Project the company’s image. The slides which follow illustrate these points in greater detail.
  12. Approach in your messages by adopting a “you” attitude ––that is, speaking and writing in terms of the audience’s interests, hopes, and preferences. On the simplest level, adopt the “you” attitude by replacing terms that refer to yourself and your company with terms that refer to your audience. In other words, use you and yours instead of I, me , mine, we, us, and ours. Too many business messages have an “I” or “we” attitude. The message tells what the sender wants, and the audience is expected to go along with it. The “you” attitude isn’t just a matter of using one pronoun rather than another; it’s a matter of genuine empathy. It’s the thought and sincerity that count, not the pronoun. The important thing is your attitude toward audience members and your appreciation of their position. On some occasions, you’ll do better to avoid using you . For instance, using you in a way that sounds dictatorial is impolite. If someone makes a mistake, you may want to minimize ill will by pointing out the error impersonally. You might say, “We have a problem,” instead of “You caused a problem.” When using the “you” attitude, consider the policies of your organization and the attitudes of other cultures. In some cultures, it is improper to single out one person’s achievements because the whole team is responsible for the outcome. Some companies have a tradition of using a formal, impersonal style. In such cases, confine your use of personal pronouns to informal letters and memos.
  13. Another way of establishing a good relationship with your audience is to emphasize the positive side of your message. When you’re criticizing or correcting, don’t hammer on the other person’s mistakes. Avoid referring to failures, problems, or shortcomings. Focus instead on what he or she can do to improve. Emphasize what’s in it for him or her, not why you want that person to do something. In general, try to state your message without using words that might hurt or offend your audience. Substitute mild terms (euphemisms) for those that have unpleasant connotations. However, don’t carry euphemisms to extremes. If you’re too subtle, people won’t know what you’re talking about. It would be unethical to speak to your community about relocating refuse when you’re really talking about plans for disposing of toxic waste. In the end, people respond better to an honest message delivered with integrity than to sugar-coated double-speak. 
  14. Credibility is based on how reliable you are and how much trust you evoke in others. With a familiar group, your credibility has already been established. If audience members are strangers or doubt your expertise, during the initial portion of your message, use the following methods to gain credibility. Show an understanding of your audience situation by emphasizing common ground or using technical and professional terms that identify you as a peer. Clarify your credentials . Mentioning one or two aspects of your background is enough. If your title or the name of your organization do not impress your audience, mention the name of a person your audience respects. Credibility is enhanced by the quality of the information you provide. Support your points with objective evidence . Audience members will recognize that you have the facts, and they’ll respect you. Be sincere . You also risk losing credibility if you seem to be currying favor with insincere compliments. If you lack faith in yourself, you’re likely to communicate an uncertain attitude that undermines your credibility. The key to being believable is to believe in yourself .
  15. Be polite and courteous to members of your audience and consider their needs and feelings. You will undoubtedly be frustrated and exasperated by other people. Venting emotions rarely improves the situation and can jeopardize goodwill . Instead, be gentle when expressing yourself. Some situations require more diplomacy than others. If you know your audience well, you can get away with being less formal. However, when you are communicating with people who outrank you or with people outside your organization, an added measure of courtesy is usually needed Written communication often requires more tact than oral communication. When you’re speaking, your words are softened by your tone of voice and facial expression, and you can adjust to the feedback you get. But written communication is stark and self-contained. If you hurt a person’s feelings in writing, you can’t soothe them right away because the lack of feedback prevents you from seeing his or her reaction. Another simple but effective courtesy is to be prompt in your correspondence. If possible, answer your mail within two or three days. If you need more time to prepare a reply, call or write a brief note to say that you’re working on an answer. Most people are willing to wait if they know how long the wait will be. What annoys them is the suspense.
  16. Bias-free language avoids unethical, embarrassing language blunders related to gender, race, ethnicity, age, and disability. Gender bias. Avoid sexist language by using the same label for everyone (don’t call a woman chairperson and then call a man chairman ). Reword sentences to use they or to use no pronoun at all. Vary traditional patterns by sometimes putting women first ( women and men, her and his ). Racial and ethnic bias. The central principle is to avoid language suggesting that members of a racial or an ethnic group have stereotypical characteristics. The best solution is to avoid identifying people by race or ethnic origin unless such a label is relevant. Age bias. As with gender, race, and ethnic background, mention the age of a person only when it is relevant. When referring to older people, avoid such stereotyped adjectives as spry and frail. Disability bias. Avoid mentioning a disability unless it is pertinent. If you must refer to someone’s disability, avoid terms such as handicapped, crippled , or retarded. Put the person first and the disability second.
  17. Even though establishing a good relationship with the audience is your main goal, give some thought to projecting the right image for your company. When you communicate with outsiders, on even the most routine matter, you serve as the spokesperson for your organization. The impression you make can enhance or damage the reputation of the entire company. Thus your own views and personality must be subordinated, at least to some extent, to the interests and style of your company.