Beruflich Dokumente
Kultur Dokumente
Overview
Need for effect
Conversation style, rubber
stamps, old language
You-viewpoint
Positive language
Courtesy
Emphasis
Flow, transitional devices
4-3
I shall be most pleased to avail myself I’ll gladly follow your suggestion if the
of your kind suggestion when and if price falls.
prices decline.
4-5
In Closings
Thanking you in advance
We beg to remain
Anticipating your favorable
response
4-7
Emphasis by Position
beginning and
ending of the
beginning paragraph
and ending of
the message
beginning and
ending of the
sentence
4-19
Topic B
4-20
Abrupt Shift: There are many new regulators which you can
Smooth Tie-in: use.
To assure yourself of continued progress, you will
want to use one of the various new electronic
regulators.
4-25
Introduction to Messages
and the Writing Process
Overview
Nature of Business Messages
Text messaging
Traditional letters
Memorandums
Email
Text Messaging
The newest form of business communication
Began as short message services (SMS)
By mobile phone users
Using handsets with text merging capability
5-34
Traditional Letters
The oldest form
Their format (Appendix B)
Their composition—discussed in the
message content of this book
5-38
Email
Explosive recent growth
And the growth to continue
5-39
Advantages of Email
Eliminates telephone tag
Saves time
Speeds up decision making
May be ignored
5-40
Disadvantages of Email
Not confidential
Noauthoritative signature
Doesn’t show emotion
5-
May be ignored
5-41
Structure of Email (1 of 3)
Standardized elements
To
Cc
Bcc
Subject
Message
Attachments
5-42
Structure of Email (2 of 3)
The beginning
Name of recipient (first name if acquainted)
Generic greeting sometimes used (“Greetings”)
Letter salutations rarely used
Purpose, company sometimes useful
5-43
Structure of Email (3 of 3)
Message organization
As a general rule, most important first, remaining in
descending order.
More complex messages organized by the plans to
be studied.
5-44
Casual Writing—Acceptable
Between Acquaintances
Highly informal
Example: “Hi ole buddy! Read your super proposal.
IMHO, it’s in the bank.”
5-46
Informal Writing
Retains some casual qualities (personal
pronouns, contractions)
Corresponds to proper conversation
Example: “I’ve read your excellent
proposal. I predict the administrators will
approve it.”
5-47
Formal Writing
Maintains distance between writer and
reader.
Avoids personal references and contractions.
Example: “The proposal is excellent. The
executives are likely to approve it.”
5-48
Overview
Preliminary assessment
A general direct plan
Applications of the general plan to
Routine inquiries
Inquiries about personnel
Favorable responses
Personnel evaluations
Adjustment grants
Order acknowledgments
Claims
6-67
Preliminary Assessment
Determine the reader’s probable reaction – positive,
neutral, negative
If positive or neutral, directness usually
recommended
If negative, indirectness usually recommended
6-69
Preliminary Considerations in
Writing Routine Inquiries (1 of 2)
You are asking for something your
reader is likely to grant.
Thus, a direct approach is justified.
6-71
Ms. Barron would also be responsible for managing the sales efforts
in her district--activities like setting quotas, working out itineraries,
evaluating performance, and coordinating and stimulating sales
efforts. Does she have the ability to do these things?
In addition to the managerial duties, Ms. Barron would spend some
time
Both selling Kopyand
Ms. Barron Kat Iequipment. Thisyour
will appreciate is hard selling--and
candid replies toitthese
requires
an aggressive,
questions, plus personable, hardworking
any other information youperson.
feel we Does
shouldMs. Barron
have. Of
meet thisI will
course, requirement?
hold your comments in strict confidence.
Janet Baker, Manager
Human Resources Department
6-79
Preliminary Considerations in
Writing a Favorable Response
You are complying with the reader’s
request.
The news is good.
Thus, directness is justified.
6-80
Directness for a
Favorable Response
The message plan:
Opening Begin with the answer or state you are complying with
the request.
Identify the message being answered--incidentally in
the beginning or in a subject line.
Body Continue to give what is wanted in an orderly
arrangement.
If negative information is involved, give it proper
emphasis. Consider including extras.
Closing End with friendly, adapted words.
6-81
Mr. Andrews:
Yes, sir, we’ll gladly help with your manufacturers’ directory, just as
you have asked in your April 12 message.
To get the names and classifications up to the “directory”
exactness, Mr. Stanley McLaughlin, of our own directory staff, has
already started a by-name check of each listed industry. He will
label carefully the exact goods produced or processed; and he will
Your completed online directory will certainly help Louisiana
mark the sales agents as such. You can expect his report by the
industry get a measure of itself and will help to “sell” Louisiana as a
20th, I’m sure.
ripe field for many types of new enterprises. It’s a fine job you are
taking on. We’ll be glad to see the finished product.
6-84
Preliminary Considerations in
Writing
a Personnel Evaluation
You are giving the reader what he or she
wants.
Thus, directness is justified.
6-85
Directness for a
Personnel Evaluation
The message plan:
Opening Begin directly by
saying that you are complying.
answering a question.
Body Refer to the inquiry either incidentally or in a subject
line.
Report fairly and accurately
arranging the information systematically,
giving each item the proper emphasis, and
stressing fact rather than opinion.
Closing
End with adapted goodwill words.
[Chris Woods, 09:11 AM 4/9/2005 –0800, Confidential report on Ms. Cindy Commons, requested July 2]
Mr. Villas:
From December 2002 through February 2005, Ms. Commons
worked for Central Grocery, Inc., under my direction. She left us for
employment in her hometown. We would welcome her back. While
she was with us, she served first as a stock clerk, later as a
checkout cashier, and for the last year as my assistant. During this
I feel, also,
time she that Ms. Commons
learned all has the of
aspects personal
the qualities the
grocery job requires.
business. In She
my is mature,
stable, and personable. She has strong convictions and expresses them firmly--sometimes
judgment,
at the expenseshe has the
of harmony experience
within andButknowledge
the work group. needed
she is also sincere for the
and open-
job sheAsseeks.
minded. far as I know, her morals are exemplary.
Confidential …
[Chris Woods, 09:11 AM 4/9/2005 –0800, Confidential report on Ms. Cindy Commons, requested July 2]
Answering your question about Ms. Commons’ leadership ability is somewhat difficult for
her work with us was primarily in a subordinate position. But from what I have observed, I
feel that she has good leadership potential. She appears to like people and to have a
genuine concern for them. And she appears to have other characteristics of good
leadership--a sense of fairness, good communication ability, loyalty, and dedication to work.
In summary, I feel that Ms. Commons is well qualified for the work
she seeks. I would not hesitate to put her in a similar position in this
company.
If I can help you further in your evaluation Ms. Commons, please
write me again.
Preliminary Considerations in
Writing an Adjustment Grant (1 of 2)
The news is good.
Something bad has happened, and you are
correcting it.
But even though the main message is good
news, you have the need to regain lost
confidence.
6-89
Directness for an
Adjustment Grant
The message plan:
Opening Begin directly--with the good news.
Incidentally identify the message you are answering.
Body Avoid negatives that recall the situation being
corrected.
Regain lost confidence through explanation or
corrective action.
Closing End with friendly positive words.
[Albert T. Hamm, 07:12 PM 6/20/2005 –0800, Full credit for suit from Consort]
Mr. McShane:
Crediting your account for $321.40 is Consort’s way of assuring you that your satisfaction is
very important to us.
Because we sincerely want to please, we thoroughly examined the suit you returned to
us. Our investigation showed that the likely cause of the fading was accidental contact
with some form of chemical. We couldn’t determine precisely what the chemical was
or just how contact was made. But we suspect a liquid spill sometime after packaging,
either in our warehouse or during shipment. Such unexpected happenings will occur
in spite of our best precautions. Anyway, we were relieved to know that Consort’s
reputation for quality fabrics and craftsmanship remains good.
We want you to know that we sincerely desire to serve you. And we look forward to
serving you with high-quality Consort suits in the years ahead.
Albert T. Hamm, Manager
Consumer Relations
Full credit from…
6-91
Preliminary Considerations in
Writing an Order Acknowledgment
You have received an order.
Now you must report the status of the order.
The situation is good news--routine in
business.
Thus, directness is justified.
6-92
Mr. Cotton:
By the time you receive this letter, you should have received the
assorted pipe you ordered July 15. As you requested we shipped it
As you mayFreight,
by Zephyr know, the
andJ-4
we Kotter
will billPipe
you Joint
on theClamps
first. have been a
very popular item recently. We have marked these clamps for rush
shipment to you just as soon as our supplies are replenished. Our
plant foreman tells me that his people are working overtime to
catch up. He promises that we will have the clamps on the way to
Thank you for giving us another opportunity to serve you with
you no later than August 12.
quality Kotter products.
Krystal Benko
Office Manager
Trevor Hardware…
6-94
Directness for
a Claim Letter
The message plan:
Opening Begin directly. Tell what is wrong.
Include all necessary facts in the text or in a
subject line.
Body Explain the facts—enough to permit a decision.
Seek corrective action, either by
stating what you want, or
letting the reader decide what to do.
Ms. Ott:
From your invoice of August 7, I see that you have sent my gifts
C.O.D. I need your friendly help in restoring face.
Please refer to my original order of July 31 (copy attached) to see
that the Madam Butterfly jewel box for Ms. Mary Ellen Bannister
and the Piper smoking jacket for Mr. Collis Bannister were clearly
specified for prepaid shipment. You were to include the bill for
Please correct this embarrassing error right away. I ask that you
these items in the C.O.D. shipment of the Black Diamond desk sent
write each of the recipients of my gifts, refunding their money and
to me.
explaining what happened. Then send copies of your letters and
the total bill to me.
You have my grateful thanks for putting me back in the good graces
of the Bannisters.
ORDER731.DOC
6-98
Indirectness in Bad-News
Messages
Overview
Why Indirect Order for Bad News Messages
A General Indirect Order Plan
Adaptations of the General Plan to Specific
Situations
Refused requests
Refused Adjustments
Credit Refusals
7-
101
Bad News Message Usually in
Indirect Order
Why?
Bad news is received more positively when
preceded by explanation.
7-
102
Examples:
When the message will be routinely accepted
When you know frankness is wanted
When goodwill not a concern (a rare case)
7-
103
Mr. Bragg,
Your study of the progress of State University graduates is most commendable.
We are pleased that you would ask our help in your efforts.
As another alternative, may we suggest that you use a part-time student worker
who is already acquainted with our files. From time to time, Ms. Mary Mahoney
has worked in
Larry_Bragg@callawaygolf.com
center. And we would assure you of the cooperation and assistance of our
records personnel.
As another alternative, may we suggest that you use a part-time student worker
who is already acquainted with our file system. From time to time, Ms. Mary
Mahoney has worked in our file center. We estimate that she could do your work
in about five weeks, working her customary twenty hours a week. The cost would
be about $900. If you prefer this arrangement, we would be pleased to contact
her for you.
We expect that these suggestions will help you in completing your project. We
look forward to reading the results in the Alumni Bulletin.
Terry
7-
108
Preliminary Considerations in
Writing Adjustment Refusals (1 of 2)
The decision has been made to refuse an
unjustified claim.
The news is bad.
The goal is to present the bad news in a
positive way.
Thus, you must think through the situation to
develop a strategy to explain or justify the
decision.
7-
109
Brief Review of Procedure for
Adjustment Refusals (2 of 2)
The message plan:
Opening Begin with words that
are off subject,
are neutral, and
set up the message.
Body Present the strategy that will explain or justify.
Make it factual and positive.
Lead systematically to the refusal.
Then refuse--clearly and positively.
ClosingEnd with off-subject, friendly words.
Jason Mertz
Mr. Mertz:
Thank you for your check for $945.07 on Invoice C 2005.
Although it is a small matter, I feel that you will want to look over this invoice.
Probably you just looked at the wrong column, but you will see that you wrote
the check for the amount less the discount. As you know, the discount is
allowed only when payment is made within ten days of billing. As Invoice C2005
is now 45 days past this date, we are crediting your account with $945.07,
leaving an unpaid balance of $29.23. I am confident you will understand.
Working with you and your excellent organization, Mr. Mertz, is always a
pleasure. We look forward to serving you again real soon.
Ray Rojas
rjluce@uniquesupplies.com
be between you and your architect. I am confident that you will see the justice
in our decision.
We are grateful for the role we have played in constructing your distinctive
building. We stand ready to meet your future needs to the letter.
Dominic Terrado
7-
113
Preliminary Considerations in Writing
Credit Refusals (1 of 2)
Refusals of credit are very negative, tending to reflect on
one’s personal qualities.
They should be handled tactfully
because it is the friendly way to do it, and
because it is profitable.
Closing Close with goodwill words that fit the one case and are
friendly and forward-looking.
7-
115
Opening
Dear Ms. Herrera:
Your March 29 order and accompanying request for credit
were genuinely appreciated. We are especially grateful for
Click to view full
letter at once.
your pleasant frankness in presenting your request for
credit. The statements, trade references, and explanations
were most helpful.
7-
116
Body
In checking over them, we find that you have an unusually
heavy burden of invoices to pay within the next few
months. As we see it, burdening you with more bills to pay
at this time simply would not make good business sense.
Thus, we can sell to you only for cash now. By buying for
cash and taking advantage of the cash discount, you would
be taking a sound step toward improving the financial
health of your business. Just as soon as your situation is
improved, we shall open your account.
7-
117
Closing
We look forward to receiving your check for $730.69
($745.60 less the $14.91 discount). When we get it, we’ll
rush your merchandise to you.
Sincerely,
Susan Yassine
Susan Yassine
7-
118
Indirectness in Persuasion
and Sales Messages
Opening
Would you like to save up to 12 cents
a gallon on your bill for fuel oil?
Does your monthly oil bill make you wince? Wouldn’t
you like to beat the high cost of heating--cut your
annual fuel bill by as much as 30-40 percent? Then, I
think you’ll be interested in our Catalytic Carburetor
Assembly. Complete details are yours for the asking . .
. as explained below.
8-
135
Body
Installed on your present oil burner, the Catalytic Carburetor
Assembly permits burning of the present type of catalytic
fuel oil at highest efficiency . . . and with a clean fire.
What’s more, it easily pays for itself in fuel oil savings and
brings your burner completely up to date. A little simple
arithmetic with your current oil bill will show you how
substantial these savings are. Figure you might save up to
12 cents on every gallon, and see what a difference that
makes.
8-
136
Body continued
But there’s no need to take our say-so about the savings you
can make--because we back our Catalytic Carburetor
Assembly with a written money-back guarantee. Your can’t
lose--you either get the savings we guarantee, or the
assembly is removed and your money refunded in full.
Scores of satisfied users throughout the state are enjoying
more efficient, more economical heating--thanks to the
Catalytic Carburetor Assembly. We believe that you, too,
would benefit by installing this device on your oil burner.
8-
137
Closing
To receive full information on the Catalytic Carburetor
and how it can save fuel dollars, just check the
enclosed postage-paid card for correctness and drop it
in the mail. I’ll see to it that you get complete details
right away . . . without cost or obligation.
Sincerely,
8-
138
A Message Selling
Quality Candy (1 of 4)
Opening
Dear Ms. Wingler:
Soon your clientele and new customers will be coming
to your shop for the new, exciting Bonnes Bouchées.
Get ready to answer all their demands for this nationally
advertised candy now!
8-
139
A Message Selling
Quality Candy (2 of 4)
Body
Bonnes Bouchées, made in the French manner, are going on
the market in exclusive shops soon. The success of an
advertising campaign in New Yorker and Ladies Home Journal
magazines has speeded up our constantly stirring mixing
bowl—to fill all reorders. Distinctive Bonnes Bouchées are
fast—they speed from our kitchen to your shop, pause on your
shelf only long enough to get tagged, then dash on to the
customer. Refill orders and adjustments are given quick
attention.
8-
140
A Message Selling
Quality Candy (3 of 4)
Body continued
Pick the candies you want from the six kinds pictured in the
enclosed brochure. You’ll find wholesale prices, order blanks,
and a postage-paid envelope addressed to us there, too. Look
at the “special” day features. Would you like to have the Easter
display sent with your first order?
Templates for newspaper advertising are sent to you free.
These individual templates and our national magazine
advertising are your grateful salespeople. They’ll keep demand
for Bonnes Bouchées among your customers.
8-
141
A Message Selling
Quality Candy (4 of 4)
Closing
Send your order for fast-moving Bonnes Bouchées
today! Your customers will be the first in Ohio to
sample these new-fashioned candies.
Sincerely,
Opens with an
attention-getter
Reasons stress
reader benefit
Call for action is
clear and easy
Postscript adds
that extra punch
Opt-out
message
include
d
8-
144
Types of Factors
Subtopics in informational and some analytical reports
Hypotheses in problem-solving situations
Bases in comparison reports
State the Problem and Factors
Use the infinitive form with subtopics.
A consumer research organization plans to test three leading low-priced
automobiles in an effort to determine which one is the best buy as a family car
for the typical American consumer.
Problem statement
To determine which of three economy cars is the best buy for the American
Consumer
Factors
Durability Original and trade-in costs
Operating costs Repairs
Comfort Safety
State the Problem and Factors
Use the question form with subtopics.
A national chain of dress shops wants to learn what qualities to seek in hiring
sales personnel.
Problem statement
What qualities determine the successful salespeople for X Dress Shop?
Factors
Education
Cultural Background
Experience
Vital Statistics (age, height, weight, marital status, religion, etc.)
Personal qualities (personality, character, etc.)
State the Problem and Factors
Use the question form with subtopics.
A daily newspaper wants to know how well the various types of items in a
typical issue are read.
Problem statement
What is the readership of the types of items in a typical issue of X newspaper?
Factors
Probably such a study would involve an item-by-item survey. The items would
be classified by types, which would be the factors of the problem.
World news Local news Society
Editorials Sports Comics
State the Problem and Factors
Use the question form with hypotheses.
You’ve been assigned the problem of determining why sales at the Moline
store have declined.
Problem statement
Why have sales declined at the Moline store?
Factors
Activities of the competition have cause the decline.
Changes in the economy of the area have caused the decline.
Merchandising deficiencies have caused the decline.
Changes in the economic environment have caused the decline.
State the Problem and Factors
Use the infinitive form with bases of comparison.
A major soap manufacturer wishes to determine which of three cities would be
best for a new factory.
Problem statement
To determine whether Y company’s new factory should be built in City A, City
B, or City C.
Factors
Availability of labor Nearness to markets
Abundance of raw material Power supply
Tax structure Community attitude
Transportation facilities
Gather Information
Primary Secondary
Observation Library
Experiments Online
Surveys Company records
Telephone (interpreted data)
Mail/Email
Web surveys
Interviews (personal,
expert)
Company records
(raw data)
Interpret the Data
Advice for avoiding human error
An organizational plan
serves as a blueprint for the report
insures order in the report
provides headings for use in the report
Steps in Organizing the Information
I. Step 1
Introduction
Divide the whole into comparable
II. parts. This gives the Roman number
parts of the outline. Usually an
III. introduction begins the outline. Some
combination of summary, conclusion,
IV.
recommendation ends it.
V.
Procedure for Constructing an
Outline by Process of Division (2 of 3)
I. A
B
Step 2
C
V. A
B
Procedure for Constructing an
Outline by Process of Division (3 of 3)
A Step 3
I.
B Then divide each A, B, C heading.
C
this gives the 1, 2,3 headings
II. A 1
2
V. A
1
B 2
General Bases for Division
Time
Place
Quantity
Factor
Organization of a Report on the
History of Manufacturing in New York
Organization by time
I. Introduction
II. Before 1750
III. 1750-1800
IV. 1801-1850
V. Etc.
Organization of a Report on the
History of Manufacturing in New York
Organization by place
I. Introduction
II. Northern region
III. Eastern region
IV. Southern region
V. Etc.
Organization of a Report on the
History of Manufacturing in New York
Organization by quantity
I. Introduction
II. More than 500 employees
III. 20-500 employees
IV. Less than 20 employees
V. Conclusion
Organization of a Report on the
History of Manufacturing in New York
Organization by factors
I. Introduction
II. Textiles
III. Foods
IV. Furniture
V. Etc.
Combination Division Forms
First division by time; second division by time
I. Introduction
II. Before 1750
A. 1630-1680
B. 1681-1710
C. 1711-1750
III. 1751-1800
A. 1751-1780
B. 1781-1800
IV. Etc.
Combination Division Forms
First division by time; second division by place
I. Introduction
II. Before 1750
A. Northern region
B. Eastern region
C. Southern region
D. Western region
III. 1751-1800
A. Northern region
B. Etc.
Combination Division Forms
First division by time; second division by factor
I. Introduction
II. Before 1750
A. Food
B. Chemicals
C. Textiles
D. Etc.
III. 1751-1800
A. Food
B. Chemicals
C. Etc.
IV. Etc.
Topic or Talking Headings? (1 of 2)
Topic headings identify.
I. Population
A. Houston
B. Springfield
C. San Diego
II. Income
A. Houston
B. Springfield
C. San Diego
Topic or Talking Headings? (2 of 2)
Talking headings identify and indicate what is
said about that division.
ParallelConstruction
Conciseness in Wording
Variety of Expression
Parallelism in Construction of
Headings
Equal level headings should be in the
same grammatical format whether noun
phrase, sentence, or decapitated sentence.
Noun Phrase
“High Rate of Sales in District III
Sentence
“District II Sales Rank Second”
Decapitated Sentence
“District I at Bottom”
Point out any violations of grammatical
parallelism in the following subheads of
major division of a report.
I. Sporting Good Shows Market Increase
II. Modest Increase in Hardware Volume
III. Automotive Parts Remains Unchanged
IV. Plumbing Supplies Records Slight
Decline.
Point out any violations of grammatical
parallelism in the following subheads of
major division of a report.
A. Predominance of Cotton Farming in Southern Region
B. Livestock Paces Farm Income in the Western Region
C. Wheat Crop Dominant in the Northern Region
D. Truck Farming Leads in Central and Eastern Regions
Conciseness in Wording
Headings should be the shortest possible
word arrangement.
Not this:
Personal appearance enhancement is the most desirable
benefit of lasik surgery that patients report.
But this:
Personal appearance most desirable benefit.
Variety of Expression
Replace monotonous repetitions of words
in topic headings with a variety of words.
Not this:
A. Illinois Computer Sales
B. New York Computer Sales
C. Washington Computer Sales
But this:
A. Illinois Ranks First in Industry Sales
B. New York Maintains Second Position
C. Washington Posts Third Slot
Write the Report
Be objective.
Believability
Impersonal vs. Personal Writing
Maintain a consistent time viewpoint.
Use smooth transitions.
Maintain interest.
Impersonal vs. Personal Styles (1 of 2)
Impersonal
The first week of the period was spent on vacation. Work now is
continuing to complete the next annual report. A description of
the new high-temperature technique is the item that has come
under consideration.
Personal
During the first week of the period, I was on vacation. I now am
writing a description of the new high-temperature technique for
the next annual report.
Impersonal vs. Personal Styles (2 of 2)
Impersonal
The current period has been devoted to becoming familiar with
the new equipment.
Personal
I have spent the current period in becoming familiar with the new
equipment.
Maintain Logic and Consistency
in Time Viewpoint (1 of 4)
Avoid Illogical Time Shifts
Transition Transition
Beginning of next Even though the line graphs are simple, three errors commonly are
paragraph made in constructing them. One is the common violation of zero
origin. The Y scale (vertical axis) must . . .
Beginning of next Second is the error of representing both X and Y scales on the grid
paragraph by unequal distances. Any deviation from . . .
Beginning of next In spite of its economy, the Xerox copier presents a major
paragraph disadvantage. It has the highest breakdown record of the
machines tested. In fact, over the past seven months. . .
Transition Though Word
Connection (1 of 2)
Wormy oranges dumped from a passing ship floated ashore in
Texas. Consequently, another battle had to be waged against
the Mediterranean fruit fly.
Inearly spring, prepare the soil. After the soil warms, drill the
seed at a rate of ten pounds per acre.
Maintain Interest