CHAPTER         8
                                                                                                 SLIDE 1


CHAPTER



   8                     Written Communication

                               1            Effective Written Communication
                               2            Writing Effective Messages
                               3            Guides for E-Mail, Letters, Memos,
                                            and Reports




© 2013 Cengage Learning. All Rights Reserved.    Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
“C” Characteristics of                                                                                                   SLIDE 2



Effective Communication
 Complete
 Clear
 Correct
 Concise                                       AVAVA/Shutterstock.com


 Courteous
 Considerate


© 2013 Cengage Learning. All Rights Reserved.                            Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 3

The W Questions
 Why is the message being written?
 What information is needed?
 Who needs to receive the message?
 When is the action taking place?
 Where is the action taking place?




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 4

Checklist for Conciseness

 Short sentences and paragraphs
 Simple, easy-to-understand words
 Bulleted and numbered lists
 Avoidance of
      ●   Unnecessary repetition
      ●   Excessive information
      ●   Wordy phrases



© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 5

Writing Effective Messages

 Determine the goal or purpose.
 Analyze the reader/audience.
 Consider the tone.
 Gather the appropriate information.
 Organize the content.
 Compose and edit the document.
 Prepare the final document.

© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 6

Determine the Goal or
Purpose
 What is my purpose in writing?
 What do I hope to accomplish?
 You may want to
      ●   Inform the reader
      ●   Provide information
      ●   Establish a record of facts
      ●   Promote goodwill
      ●   Persuade the reader to take or forego an action

© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 7

Analyze the Reader/Audience

 Identify needs and interests.
 Write to address them.
 Consider level of formality and language.
      ●   General audience
      ●   Professional audience
      ●   International audience




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 8

Consider the Tone and Gather
Information
 The you approach
 Sources of information
      ●   The organization’s files
      ●   Employer or colleagues
      ●   The Internet, periodicals, or books




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                                SLIDE 9


Organize the Content
 Read through your notes and group like ideas
  together.
 Choose an approach.
      ●   Direct—good news or routine request
      ●   Indirect—negative news
      ●   Persuasive—convince or convert negative or
          indifferent readers
 Choose the message format.

© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 10



Compose the Document
 Write everything you want to say in rough-
  draft form.
 Do not spend time agonizing over each word
  and punctuation mark.
 Typical business message structure
      ●   Opening paragraph
      ●   Developmental paragraphs
      ●   Closing paragraph

© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 11


Edit the Document

 Keep the “C” characteristics in mind.
 Check paragraphs for
      ●   Unity
      ●   Coherence
      ●   Parallel structure
 Eliminate the passive voice.


© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 12


E-Mail Guidelines

 Be appropriately formal.
 Write a descriptive subject line.
 Limit your message to one screen.
 Edit and proofread carefully.
 Include your name and title (if appropriate).
 Be wary of humor or sarcasm.


© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 13


E-Mail




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 14


E-Mail Ethics

 Do not send personal e-mail.
 Be professional toward others.
 Do not forward
      ●   Junk mail or chain letters
      ●   Messages without the senders’ permission
 Do not include personal information.


© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 15


Memorandum Guidelines
 Use a memorandum
      ●   For longer messages
      ●   When a signature is needed
      ●   For confidential or sensitive messages
 Slightly more formal than e-mail but less
    formal than letters




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 16


Memorandum




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 17


Letter Guidelines
 Represent the company to the public
 More formal than e-mail and memos
 Preferred for current and prospective clients
  and customers
 May use
      ●   Block or modified block style
      ●   Open or mixed punctuation


© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 18


Letter Using Direct Approach




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 19


Letter Using Indirect Approach




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 20



Letter Using Persuasive Approach




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 21


Guidelines for Reports
 Purpose of business reports
      ●   Provide information
      ●   Describe a problem and suggest a solution
 Informal or formal
      ●   Informal: progress reports, monthly sales
          reports, team or task force reports
      ●   Formal: business proposals or research reports



© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER                8
                                                                                                     SLIDE 22


Guidelines for Reports
 Conducting research
      ●   Primary research
      ●   Secondary research
 Evaluating information
 Documenting sources
                                                                                Diego Cervo/Shutterstock.com




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 23


Informal Reports

 May have only one or two parts
      ●   Executive summary (sometimes)
             Background
             Major findings
             Recommendations
      ●   Body
 Or may be formatted as a memo


© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 24

Formal Reports

 Usually contain several parts
      ●   Executive summary
      ●   Title page
      ●   Table of contents
      ●   Body
      ●   Bibliography or references section
      ●   One or more appendices
 Typically formatted in manuscript style

© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e
CHAPTER         8
                                                                                               SLIDE 25


Tables and Graphics




© 2013 Cengage Learning. All Rights Reserved.   Procedures & Theory for Administrative Professionals, 7e

Chapter 08

  • 1.
    CHAPTER 8 SLIDE 1 CHAPTER 8 Written Communication 1 Effective Written Communication 2 Writing Effective Messages 3 Guides for E-Mail, Letters, Memos, and Reports © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 2.
    CHAPTER 8 “C” Characteristics of SLIDE 2 Effective Communication  Complete  Clear  Correct  Concise AVAVA/Shutterstock.com  Courteous  Considerate © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 3.
    CHAPTER 8 SLIDE 3 The W Questions  Why is the message being written?  What information is needed?  Who needs to receive the message?  When is the action taking place?  Where is the action taking place? © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 4.
    CHAPTER 8 SLIDE 4 Checklist for Conciseness  Short sentences and paragraphs  Simple, easy-to-understand words  Bulleted and numbered lists  Avoidance of ● Unnecessary repetition ● Excessive information ● Wordy phrases © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 5.
    CHAPTER 8 SLIDE 5 Writing Effective Messages  Determine the goal or purpose.  Analyze the reader/audience.  Consider the tone.  Gather the appropriate information.  Organize the content.  Compose and edit the document.  Prepare the final document. © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 6.
    CHAPTER 8 SLIDE 6 Determine the Goal or Purpose  What is my purpose in writing?  What do I hope to accomplish?  You may want to ● Inform the reader ● Provide information ● Establish a record of facts ● Promote goodwill ● Persuade the reader to take or forego an action © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 7.
    CHAPTER 8 SLIDE 7 Analyze the Reader/Audience  Identify needs and interests.  Write to address them.  Consider level of formality and language. ● General audience ● Professional audience ● International audience © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 8.
    CHAPTER 8 SLIDE 8 Consider the Tone and Gather Information  The you approach  Sources of information ● The organization’s files ● Employer or colleagues ● The Internet, periodicals, or books © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 9.
    CHAPTER 8 SLIDE 9 Organize the Content  Read through your notes and group like ideas together.  Choose an approach. ● Direct—good news or routine request ● Indirect—negative news ● Persuasive—convince or convert negative or indifferent readers  Choose the message format. © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 10.
    CHAPTER 8 SLIDE 10 Compose the Document  Write everything you want to say in rough- draft form.  Do not spend time agonizing over each word and punctuation mark.  Typical business message structure ● Opening paragraph ● Developmental paragraphs ● Closing paragraph © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 11.
    CHAPTER 8 SLIDE 11 Edit the Document  Keep the “C” characteristics in mind.  Check paragraphs for ● Unity ● Coherence ● Parallel structure  Eliminate the passive voice. © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 12.
    CHAPTER 8 SLIDE 12 E-Mail Guidelines  Be appropriately formal.  Write a descriptive subject line.  Limit your message to one screen.  Edit and proofread carefully.  Include your name and title (if appropriate).  Be wary of humor or sarcasm. © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 13.
    CHAPTER 8 SLIDE 13 E-Mail © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 14.
    CHAPTER 8 SLIDE 14 E-Mail Ethics  Do not send personal e-mail.  Be professional toward others.  Do not forward ● Junk mail or chain letters ● Messages without the senders’ permission  Do not include personal information. © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 15.
    CHAPTER 8 SLIDE 15 Memorandum Guidelines  Use a memorandum ● For longer messages ● When a signature is needed ● For confidential or sensitive messages  Slightly more formal than e-mail but less formal than letters © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 16.
    CHAPTER 8 SLIDE 16 Memorandum © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 17.
    CHAPTER 8 SLIDE 17 Letter Guidelines  Represent the company to the public  More formal than e-mail and memos  Preferred for current and prospective clients and customers  May use ● Block or modified block style ● Open or mixed punctuation © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 18.
    CHAPTER 8 SLIDE 18 Letter Using Direct Approach © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 19.
    CHAPTER 8 SLIDE 19 Letter Using Indirect Approach © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 20.
    CHAPTER 8 SLIDE 20 Letter Using Persuasive Approach © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 21.
    CHAPTER 8 SLIDE 21 Guidelines for Reports  Purpose of business reports ● Provide information ● Describe a problem and suggest a solution  Informal or formal ● Informal: progress reports, monthly sales reports, team or task force reports ● Formal: business proposals or research reports © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 22.
    CHAPTER 8 SLIDE 22 Guidelines for Reports  Conducting research ● Primary research ● Secondary research  Evaluating information  Documenting sources Diego Cervo/Shutterstock.com © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 23.
    CHAPTER 8 SLIDE 23 Informal Reports  May have only one or two parts ● Executive summary (sometimes)  Background  Major findings  Recommendations ● Body  Or may be formatted as a memo © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 24.
    CHAPTER 8 SLIDE 24 Formal Reports  Usually contain several parts ● Executive summary ● Title page ● Table of contents ● Body ● Bibliography or references section ● One or more appendices  Typically formatted in manuscript style © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e
  • 25.
    CHAPTER 8 SLIDE 25 Tables and Graphics © 2013 Cengage Learning. All Rights Reserved. Procedures & Theory for Administrative Professionals, 7e