©2014 International Institute for Learning, Inc., All rights reserved. 1Intelligence, Integrity and Innovation©2014 International Institute for Learning, Inc., All rights reserved.
Thank you for joining us today.
This webinar is brought to you by IIL a global leader in:
Project, Program and Portfolio Management
Microsoft® Project and Project Server
Lean Six Sigma | Business Analysis
PRINCE2® | ITIL®
Leadership and Interpersonal Skills
Improving Business Writing
How to Write Communications That Are Retrieved, Read
and Remembered
©2014 International Institute for Learning, Inc., All rights reserved. 2Intelligence, Integrity and Innovation
Global IIL Companies
IIL US
IIL Asia (Singapore)
IIL Australia
IIL Brasil
IIL Canada
IIL China
IIL Europe (United Kingdom)
IIL Finland
IIL France
IIL Germany
IIL Hong Kong
IIL Hungary
IIL India
IIL Japan
IIL Korea (Seoul)
IIL México
IIL Middle East (Dubai)
IIL Spain
©2014 International Institute for Learning, Inc., All rights reserved. 3Intelligence, Integrity and Innovation
The goal of this session is to
provide participants with
techniques for improving the
likelihood of business
communications being retrieved,
read and remembered.
Session Goal
©2014 International Institute for Learning, Inc., All rights reserved. 4Intelligence, Integrity and Innovation
At the end of this session, you should be able to:
Utilize Four Stage Process Of Business Writing
Write Better E-Mail Subject Lines (Headlining)
Organize Messages
Bottom lining
Chunking
Session Objectives
©2014 International Institute for Learning, Inc., All rights reserved. 5Intelligence, Integrity and Innovation
Have you ever sat down to write a memo, e-mail or report
and stared at the blank screen or paper with no idea of how
to start?
Writers Block
©2014 International Institute for Learning, Inc., All rights reserved. 6Intelligence, Integrity and Innovation
What’s the difference? Let’s
start with school writing.
What is the primary goal of
school writing?
School Writing Versus Business Writing
©2014 International Institute for Learning, Inc., All rights reserved. 7Intelligence, Integrity and Innovation
The audience is broader with varying
expectations.
Business audiences are less patient.
Business writing has a different goal.
What are the common goals of
business communications?
Business Writing Demands Different Skills
©2014 International Institute for Learning, Inc., All rights reserved. 8Intelligence, Integrity and Innovation
Key writing situations: status reporting and
day-to-day process communications
There is an art and science to effective writing
Content changes depending on the audience – why?
The Project and Program Environment
©2014 International Institute for Learning, Inc., All rights reserved. 9Intelligence, Integrity and Innovation
The Art and Science of Business Writing
Effective
Business
Writing
Science (Clarity)
Purpose
Point of
View
Organization Support Coherence
©2014 International Institute for Learning, Inc., All rights reserved. 10Intelligence, Integrity and Innovation
Writing is a series of decisions and choices
Four stages:
1. Pre-writing
2. Drafting
3. Revising
4. Proofreading
Stages often overlap; each calls for a
particular kind of attention and skill
Writing in Stages
©2014 International Institute for Learning, Inc., All rights reserved. 11Intelligence, Integrity and Innovation
Key activities:
Gather information
Conduct research
Take notes
Outline your thoughts
Assess your reader’s needs
Stage 1 – Pre-writing: Prepare to Write
©2014 International Institute for Learning, Inc., All rights reserved. 12Intelligence, Integrity and Innovation
Focus on purpose, audience, and subject.
Don’t edit and revise as you go.
Write first draft quickly and freely.
The first sentence should be based on what you want to
accomplish with this communication. It will be removed when
the correspondence is complete.
Stage 2 – Drafting: Get It Down
©2014 International Institute for Learning, Inc., All rights reserved. 13Intelligence, Integrity and Innovation
Scenario:
You are a program manager who has just assumed responsibility for a new business-
related program that is not in your core knowledge area. While you are a proven
program manager on the IT side, your experience with leading business related
projects is limited. Your program sponsor, who is the Senior Vice President of Global
Operations, has requested your game plan for approaching this upcoming challenge.
In her e-mail to you, she has asked you to provide her with an overview of your
philosophy for managing projects and your ideas on how to best kick off this incentive.
She is well aware of your exemplary track record of results. However, she is concerned
about the issues your “IT background” is likely to cause with the business team
members. She expects your response to be e-mailed to her within the next week.
Begin with a first sentence that tells “you” what you want to say. This will be
removed later.
“I want to convince you that my program management experience is more
important than my background.”
For Example:
©2014 International Institute for Learning, Inc., All rights reserved. 14Intelligence, Integrity and Innovation
Reconsider broad issues:
Your approach
Point of view
Organization
Persuasive strategy
Concentrate on what you are saying and how you are saying it.
Revisit underlying questions relating to purpose, audience, and
subject.
Check for surface issues – word choice, clarity, word structure,
spelling, and grammar.
Stage 3 – Revise
©2014 International Institute for Learning, Inc., All rights reserved. 15Intelligence, Integrity and Innovation
Now concentrate on accuracy
Typical problems:
Misspelled words
Omitted numbers in enumerated lists
Cut and paste text landed in the wrong location
Proofread by making multiple passes:
Pass 1 – Does it look right?
Pass 2 – Is it effective and complete?
Pass 3 – Does it sound right?
Pass 4 – Is it correct?
Stage 4 – Proofreading: Make It Presentable
©2014 International Institute for Learning, Inc., All rights reserved. 16Intelligence, Integrity and Innovation
E-mail is the medium of the
millennium, so it is an important
business skill to be able to write
good e-mails. What are the pros
and of using e-mail for project
communication?
Class Discussion – E-Mail Pros and Cons
©2014 International Institute for Learning, Inc., All rights reserved. 17Intelligence, Integrity and Innovation
Cons
Gets rid of phone tag
Removes distance and time
barriers with a keystroke
Reduces isolation
Is conveniently quick
Can transmit routine
administrative details for
wide distribution
If not misused, can increase
productivity
Pros
Often resembles unedited
speech more than polished
writing
Speed of response often
gets preference over
correctness
Tone is hard to discern
Can also eat up a lot of time
Pros and Cons of E-mail
©2014 International Institute for Learning, Inc., All rights reserved. 18Intelligence, Integrity and Innovation
Don’t just state the broad topic
area but get your readers
attention and move their mind in
the direction you are thinking.
Provide your reader the outcome
Play the Journalist: turn your
subject line into the headline
Think of yourself as selling your
business correspondence to the
reader.
E-mail Subject Lines: Headlining
Bland Better
Business Climate Freeze Prices
Need Approval Surefire way to
cut costs
Task Force
Report
Uncovered Issue
Needs Attention
Examples
©2014 International Institute for Learning, Inc., All rights reserved. 19Intelligence, Integrity and Innovation
Current Subject Line: System XYZ
Due to a recent performance issue, the IT team will be
upgrading System XYZ at 11pm EDT tonight. This upgrade will
require a three minute download by each user, before you can
use the system. Please sign in to System XYZ first thing
tomorrow morning, and download this upgrade. If you have
an issue with the download or usage of the system after the
upgrade, e-mail the issue to
xyzadministrator@systemupgrade.
Does this subject line give any indication as to the importance of
the intended action?
How could it be improved?
For Example:
©2014 International Institute for Learning, Inc., All rights reserved. 20Intelligence, Integrity and Innovation
Do’s Don’ts
Write an attention getting subject line Hide behind your screen
Bottom-line your message Send an e-mail you wouldn’t want others
to read
Be brief Leave your subject line blank
Use short words, phrases and appropriate
abbreviations – not Text speak
Flame at your reader – meaning don’t use
all capital letters
Make it easy for readers to reply Forward messages without a comment
Make it easy to read – good combination
of Upper and lower case, white space and
legible font
Overrun your e-mails with smiley faces or
other emotions
End well – with an appropriate next step Use offensive, sexist or inappropriate
language. This can be career ending.
Take Away – Do’s and Don’ts of Emails
©2014 International Institute for Learning, Inc., All rights reserved. 21Intelligence, Integrity and Innovation
Bottom Lining – summarizing your major points at the
outset. Spend the rest of the time supporting them.
Organization: Bottom Lining
Journalism’s Inverted Pyramid
Present most important
information early
Support
information
comes next
©2014 International Institute for Learning, Inc., All rights reserved. 22Intelligence, Integrity and Innovation
Chunking – If your correspondence has a lot of clutter, your
reader will often scan it or skip it and this leads to
communication breakdowns. To avoid this, divide your
message into chunks.
Organization: Chunking
©2014 International Institute for Learning, Inc., All rights reserved. 23Intelligence, Integrity and Innovation
Example: Before Chunking
Subject Line: Field Report – Five Percent Growth
Sales
We are very happy to report that the efforts of our sales team on products XYZ produced
a 5% growth in sales for the month. While products J and K remained flat, we are
optimistic about the future growth of these sales. Overall, we are pleased with our
financial attainment.
Several of our customers are complaining about back-order problems. However, we were
able to catch up all back-orders by month end but I have just received another complaint
from Company 123 that their order this week has been put into back-order status.
During this month, Karen King resigned from our sales team. She accepted a position with
Alpha Labs. The reason she gave for leaving was compensation. We have already started
the search to replace her. Major competition during this month remains Alpha Labs. Their
sales compensation is said to be 10% higher than ours. Should I do more research on this
issue?
The marketing department is in the final stages of developing collateral materials to
support the sales effort. They have missed two deadlines for these materials and are
telling me that we will have them next month.
This concludes the Field Report for February. Please let me know if questions or concerns.
©2014 International Institute for Learning, Inc., All rights reserved. 24Intelligence, Integrity and Innovation
Subject Line: Field Report – Five Percent Growth
Sales – Strong growth for Products XYZ
We are very happy to report that the efforts of our sales team on products XYZ produced a 5%
growth in sales for the month. While products J and K remained flat, we are optimistic about the
future growth of these sales. Overall, we are pleased with our financial attainment.
Back-Orders – No solution in sight?
Several of our customers are complaining about back-order problems. However, we were able to
catch up all back-orders by month end but I have just received another complaint from Company
123 that their order this week has been put into back-order status.
Staffing – Where competition is hurting us
During this month, Karen King resigned from our sales team. She accepted a position with Alpha
Labs. The reason she gave for leaving was compensation. We have already started the search to
replace her. Major competition during this month remains Alpha Labs. Their sales compensation is
said to be 10% higher than ours. Should I do more research on this issue?
Marketing – Working with outdated collateral materials
The marketing department is in the final stages of developing collateral materials to support the
sales effort. They have missed two deadlines for these materials and are telling me that we will
have them next month.
This concludes the Field Report for February. Please let me know if questions or concerns.
Example: After Chunking
©2014 International Institute for Learning, Inc., All rights reserved. 25Intelligence, Integrity and Innovation
We invite you to get a closer look at what IIL can do for you
and your organization, by visiting www.iil.com or email
learning@iil.com and let us know how we can meet your
learning needs.
Please connect with IIL Socially:
Like us on: facebook.com/IIL.inc
Follow us: twitter.com/IILGLOBAL
Join our Discussions on LinkedIn
At IIL, Our Greatest Accomplishments are Yours

Improving Business Writing: How to Write Communications That Are Retrieved, Read and Remembered

  • 1.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 1Intelligence, Integrity and Innovation©2014 International Institute for Learning, Inc., All rights reserved. Thank you for joining us today. This webinar is brought to you by IIL a global leader in: Project, Program and Portfolio Management Microsoft® Project and Project Server Lean Six Sigma | Business Analysis PRINCE2® | ITIL® Leadership and Interpersonal Skills Improving Business Writing How to Write Communications That Are Retrieved, Read and Remembered
  • 2.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 2Intelligence, Integrity and Innovation Global IIL Companies IIL US IIL Asia (Singapore) IIL Australia IIL Brasil IIL Canada IIL China IIL Europe (United Kingdom) IIL Finland IIL France IIL Germany IIL Hong Kong IIL Hungary IIL India IIL Japan IIL Korea (Seoul) IIL México IIL Middle East (Dubai) IIL Spain
  • 3.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 3Intelligence, Integrity and Innovation The goal of this session is to provide participants with techniques for improving the likelihood of business communications being retrieved, read and remembered. Session Goal
  • 4.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 4Intelligence, Integrity and Innovation At the end of this session, you should be able to: Utilize Four Stage Process Of Business Writing Write Better E-Mail Subject Lines (Headlining) Organize Messages Bottom lining Chunking Session Objectives
  • 5.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 5Intelligence, Integrity and Innovation Have you ever sat down to write a memo, e-mail or report and stared at the blank screen or paper with no idea of how to start? Writers Block
  • 6.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 6Intelligence, Integrity and Innovation What’s the difference? Let’s start with school writing. What is the primary goal of school writing? School Writing Versus Business Writing
  • 7.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 7Intelligence, Integrity and Innovation The audience is broader with varying expectations. Business audiences are less patient. Business writing has a different goal. What are the common goals of business communications? Business Writing Demands Different Skills
  • 8.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 8Intelligence, Integrity and Innovation Key writing situations: status reporting and day-to-day process communications There is an art and science to effective writing Content changes depending on the audience – why? The Project and Program Environment
  • 9.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 9Intelligence, Integrity and Innovation The Art and Science of Business Writing Effective Business Writing Science (Clarity) Purpose Point of View Organization Support Coherence
  • 10.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 10Intelligence, Integrity and Innovation Writing is a series of decisions and choices Four stages: 1. Pre-writing 2. Drafting 3. Revising 4. Proofreading Stages often overlap; each calls for a particular kind of attention and skill Writing in Stages
  • 11.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 11Intelligence, Integrity and Innovation Key activities: Gather information Conduct research Take notes Outline your thoughts Assess your reader’s needs Stage 1 – Pre-writing: Prepare to Write
  • 12.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 12Intelligence, Integrity and Innovation Focus on purpose, audience, and subject. Don’t edit and revise as you go. Write first draft quickly and freely. The first sentence should be based on what you want to accomplish with this communication. It will be removed when the correspondence is complete. Stage 2 – Drafting: Get It Down
  • 13.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 13Intelligence, Integrity and Innovation Scenario: You are a program manager who has just assumed responsibility for a new business- related program that is not in your core knowledge area. While you are a proven program manager on the IT side, your experience with leading business related projects is limited. Your program sponsor, who is the Senior Vice President of Global Operations, has requested your game plan for approaching this upcoming challenge. In her e-mail to you, she has asked you to provide her with an overview of your philosophy for managing projects and your ideas on how to best kick off this incentive. She is well aware of your exemplary track record of results. However, she is concerned about the issues your “IT background” is likely to cause with the business team members. She expects your response to be e-mailed to her within the next week. Begin with a first sentence that tells “you” what you want to say. This will be removed later. “I want to convince you that my program management experience is more important than my background.” For Example:
  • 14.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 14Intelligence, Integrity and Innovation Reconsider broad issues: Your approach Point of view Organization Persuasive strategy Concentrate on what you are saying and how you are saying it. Revisit underlying questions relating to purpose, audience, and subject. Check for surface issues – word choice, clarity, word structure, spelling, and grammar. Stage 3 – Revise
  • 15.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 15Intelligence, Integrity and Innovation Now concentrate on accuracy Typical problems: Misspelled words Omitted numbers in enumerated lists Cut and paste text landed in the wrong location Proofread by making multiple passes: Pass 1 – Does it look right? Pass 2 – Is it effective and complete? Pass 3 – Does it sound right? Pass 4 – Is it correct? Stage 4 – Proofreading: Make It Presentable
  • 16.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 16Intelligence, Integrity and Innovation E-mail is the medium of the millennium, so it is an important business skill to be able to write good e-mails. What are the pros and of using e-mail for project communication? Class Discussion – E-Mail Pros and Cons
  • 17.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 17Intelligence, Integrity and Innovation Cons Gets rid of phone tag Removes distance and time barriers with a keystroke Reduces isolation Is conveniently quick Can transmit routine administrative details for wide distribution If not misused, can increase productivity Pros Often resembles unedited speech more than polished writing Speed of response often gets preference over correctness Tone is hard to discern Can also eat up a lot of time Pros and Cons of E-mail
  • 18.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 18Intelligence, Integrity and Innovation Don’t just state the broad topic area but get your readers attention and move their mind in the direction you are thinking. Provide your reader the outcome Play the Journalist: turn your subject line into the headline Think of yourself as selling your business correspondence to the reader. E-mail Subject Lines: Headlining Bland Better Business Climate Freeze Prices Need Approval Surefire way to cut costs Task Force Report Uncovered Issue Needs Attention Examples
  • 19.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 19Intelligence, Integrity and Innovation Current Subject Line: System XYZ Due to a recent performance issue, the IT team will be upgrading System XYZ at 11pm EDT tonight. This upgrade will require a three minute download by each user, before you can use the system. Please sign in to System XYZ first thing tomorrow morning, and download this upgrade. If you have an issue with the download or usage of the system after the upgrade, e-mail the issue to xyzadministrator@systemupgrade. Does this subject line give any indication as to the importance of the intended action? How could it be improved? For Example:
  • 20.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 20Intelligence, Integrity and Innovation Do’s Don’ts Write an attention getting subject line Hide behind your screen Bottom-line your message Send an e-mail you wouldn’t want others to read Be brief Leave your subject line blank Use short words, phrases and appropriate abbreviations – not Text speak Flame at your reader – meaning don’t use all capital letters Make it easy for readers to reply Forward messages without a comment Make it easy to read – good combination of Upper and lower case, white space and legible font Overrun your e-mails with smiley faces or other emotions End well – with an appropriate next step Use offensive, sexist or inappropriate language. This can be career ending. Take Away – Do’s and Don’ts of Emails
  • 21.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 21Intelligence, Integrity and Innovation Bottom Lining – summarizing your major points at the outset. Spend the rest of the time supporting them. Organization: Bottom Lining Journalism’s Inverted Pyramid Present most important information early Support information comes next
  • 22.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 22Intelligence, Integrity and Innovation Chunking – If your correspondence has a lot of clutter, your reader will often scan it or skip it and this leads to communication breakdowns. To avoid this, divide your message into chunks. Organization: Chunking
  • 23.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 23Intelligence, Integrity and Innovation Example: Before Chunking Subject Line: Field Report – Five Percent Growth Sales We are very happy to report that the efforts of our sales team on products XYZ produced a 5% growth in sales for the month. While products J and K remained flat, we are optimistic about the future growth of these sales. Overall, we are pleased with our financial attainment. Several of our customers are complaining about back-order problems. However, we were able to catch up all back-orders by month end but I have just received another complaint from Company 123 that their order this week has been put into back-order status. During this month, Karen King resigned from our sales team. She accepted a position with Alpha Labs. The reason she gave for leaving was compensation. We have already started the search to replace her. Major competition during this month remains Alpha Labs. Their sales compensation is said to be 10% higher than ours. Should I do more research on this issue? The marketing department is in the final stages of developing collateral materials to support the sales effort. They have missed two deadlines for these materials and are telling me that we will have them next month. This concludes the Field Report for February. Please let me know if questions or concerns.
  • 24.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 24Intelligence, Integrity and Innovation Subject Line: Field Report – Five Percent Growth Sales – Strong growth for Products XYZ We are very happy to report that the efforts of our sales team on products XYZ produced a 5% growth in sales for the month. While products J and K remained flat, we are optimistic about the future growth of these sales. Overall, we are pleased with our financial attainment. Back-Orders – No solution in sight? Several of our customers are complaining about back-order problems. However, we were able to catch up all back-orders by month end but I have just received another complaint from Company 123 that their order this week has been put into back-order status. Staffing – Where competition is hurting us During this month, Karen King resigned from our sales team. She accepted a position with Alpha Labs. The reason she gave for leaving was compensation. We have already started the search to replace her. Major competition during this month remains Alpha Labs. Their sales compensation is said to be 10% higher than ours. Should I do more research on this issue? Marketing – Working with outdated collateral materials The marketing department is in the final stages of developing collateral materials to support the sales effort. They have missed two deadlines for these materials and are telling me that we will have them next month. This concludes the Field Report for February. Please let me know if questions or concerns. Example: After Chunking
  • 25.
    ©2014 International Institutefor Learning, Inc., All rights reserved. 25Intelligence, Integrity and Innovation We invite you to get a closer look at what IIL can do for you and your organization, by visiting www.iil.com or email learning@iil.com and let us know how we can meet your learning needs. Please connect with IIL Socially: Like us on: facebook.com/IIL.inc Follow us: twitter.com/IILGLOBAL Join our Discussions on LinkedIn At IIL, Our Greatest Accomplishments are Yours

Editor's Notes

  • #4 Module Name
  • #5 Module Name
  • #6 Ask participants to raise hand or click on green checkmark if they have ever had writers block?
  • #7 Often, we confuse the goals of school writing with the goals of business writing. What’s the difference? In school we write to impress the teacher with our display of knowledge and vocabulary. We want to get a good grade and impress the teacher. The message is geared for the teacher only and most of us learned to focus on the length of the paper, not the message. Because we were writing for a grade (judgment) we started to dislike writing.
  • #8 Ask participants to differentiate between school writing goals and business writing goals. In business we write for the purpose of getting a job done, resolving a problem, getting an action recommended or approved…others?
  • #9 1-8
  • #10 1-9
  • #11 3-10
  • #12 3-11
  • #13 3-12
  • #14 Ask participants why it is useful to write yourself a sentence of what you want to say. Share additional tips below. Talk through what you want to write. A tape recorder is an excellent way to bring the words in your brain to life. The purpose here is to keep you from being distracted by trying to spell every word correctly…etc. Build an outline from what you said. Invite yourself to write the way you speak. The end result is that you produce a credible, engaging read, rather than one that is flat or stilted. Vary your audience or vary the writer. For example – if this Senior Vice President of Global Operations is intimidating, try writing to another more friendly audience, or pretend you are someone else (perhaps another Vice President) writing about the same topic.
  • #15 3-14
  • #16 3-15
  • #17 Ask Participants to list pros in text chat
  • #19 Tell participants not to be dishonest in their headline. That could cause more harm than good.
  • #20 Ask participants to type into text chat.
  • #21 Have them right click on the file and download this list.
  • #22 2-21
  • #23 Next two slides provide example