Course Information
Course Information
Introduction
Opening Comments
ADMN 233 Writing in Organizations is a course for students who wish to improve their
written communication as it applies to the workplace. Writing in an organization is similar to
other types of writing in that it is a creative process and a communicative act. Writing in
organizations involves a problem-solving process requiring that one analyze situations,
make decisions, and inform others of those decisions.
write correspondence for a business reader by keeping in mind your institution’s needs.
write routine messages that answer a reader's specific needs and that conform to
established rules of writing. Such messages include e-mail messages, memos, and
faxes.
write more demanding messages such as routine letters and goodwill messages,
persuasive and sales messages, and negative (bad news) messages.
plan and prepare complex messages such as business reports, proposals, and formal
reports.
Course Overview
ADMN 233 is based on Chapters 5 to 13 of your course textbook. The course is divided into
three sections (corresponding to textbook Units 2 to 4).
All quizzes and assignments are located on this ADMN 233 Web site. You can access the
quizzes and assignments in the Evaluation block on the course home page. However, the
quizzes will not be available until the first day of your course contract.
Quizzes contain true/false and multiple-choice questions and are marked automatically. You
will complete each of the four assignments by creating a word document and submitting it
according to the instructions provided in the assignment.
Learning Materials
ADMN 233 This course Web site acts as your course study guide. It provides links to
Web Site relevant information and connects you to Athabasca University’s
administrative support services as well. This site also links you to an online
assessment site where you can complete formal quizzes and assignments, as
well as a sample schedule to follow to complete the course, information about
how your work is assessed and graded, a guide to the reading and writing
activities you should complete, and recommended answers to writing
activities.
Textbook Guffey, M. E., Rhodes, K., & Rogin, P. (2010). Business communication:
Process and product (3rd brief Can. ed.). Toronto, ON: Nelson Education Ltd.
You can access the eText through the link on the course front page. You can
also purchase a print version of the textbook from the publisher at a
discounted rate.
Textbook The textbook companion Web site provides a practice exercise called Test
Companion Yourself and a Crossword Puzzle for each chapter. You will be directed to this
Web Site Web site within the lessons.
A link to this site may also be found in the centre of the course homepage.
AU's Write Consult writing resources located on Athabasca University’s Write Site to
Site prepare your texts.
As well, if need be, consult a Write Site Writing Coach or your course
instructor to help you better prepare your assignments.
In ADMN 233 , you are to complete a diagnostic writing assessment (Assignment 1), three
more assignments, nine quizzes, and a final examination. If you fail to submit an
assignment or quiz, you will receive a grade of 0% for that assignment or quiz. To receive
credit for ADMN 233, you must achieve a grade of at least “D” (50%) on the final
examination and a minimum overall course grade of “D” (50%). The following table
summarizes the evaluation activities for ADMN 233 :
You must request your examination well in advance of the date on which you plan to write
it. See Requesting an Exam for procedures to follow. You are advised not to attempt the
final examination until you have received feedback on all of your course work.
All of your course work must be submitted before 12:00 midnight (Mountain
Time) on the final day of your contract.
If you are not satisfied with the grade you receive on an examination, or if you receive a
grade below 50%, you may write a supplemental examination. If you write a supplemental
examination, your final grade will be the higher of the grades received on the supplemental
or original exam. There is a fee for supplemental examinations. See the AU Calendar for
details.
To verify your course contract start and end dates, log in to the MyAU student portal (click
"Check Your Course Status" under MANAGE YOUR COURSES). Contact the Student Support
Centre if you have any questions about course requirements or deadlines.
You may wish to use the calendar on the right-hand side of the course main page to flag
dates you feel are important as you work your way through your course(s).
If you fall behind in your course work, contact the Student Support Centre for advice on the
options available to you.
Week(s) Activities
1 Review the material in the online Student Handbook.
Familiarize yourself with all of your course materials.
Complete and submit Assignment 1 (the diagnostic writing
assessment).
2–3 Chapter 5: Writing Process Phase 1: Analyze, Anticipate, Adapt. Complete all
Chapter 5 Readings and Activities.
Complete Quiz 1.
Contact the Student Support Centre if you have any questions about the
course.
9–10 Read Chapter 8: Routine E-Mail Messages and Memos. Complete all Chapter
8 Readings and Activities.
Complete Quiz 4.
Check Course Updates regularly.
13 Read Chapter 10: Persuasive and Sales Messages. Complete all Chapter 10
Readings and Activities.
Complete Quiz 6.
Check Course Updates regularly.
14 Read Chapter 11: Negative Messages. Complete all Chapter 11 Readings and
Activities.
Complete Quiz 7.
Contact the Student Support Centre if you have any questions.
17–18 Read Chapter 12: Preparing to Write Business Reports. Complete all Chapter
12 Readings and Activities.
Complete Quiz 8.
Check Course Updates regularly.
19–20 Read Chapter 13: Organizing and Writing Typical Business Reports. Complete
all Chapter 13 Readings and Activities.
Complete Quiz 9.
Contact the Student Support Centre if you have any questions.
This course teaches a systematic approach to writing; these important steps will help you
produce professional texts and documents. With practice, this process will become routine,
allowing you to approach writing tasks with confidence.
Your course textbook uses a model called the 3-x-3 writing process. In this course, the
1. Sort out facts, ideas, and feelings that you need to clarify before you start writing.
1. Learn to format different types of texts into memos, letters, and short reports, including
Phase 3: Revising (Make Your Text Clear, Concise, Organized, and Readable)
Lesson Quizzes
Complete all quizzes online. Remember that these are marked quizzes, not practice
ones.
Click the Save without submitting button after each page of questions to ensure that
the course server registers your answers.
Click the Submit all and finish button only after you have answered all quiz questions.
Otherwise, your marker will receive an incomplete quiz.
Assignments
Assignments 2, 3, and 4: Prepare each assignment as a single word file, using the
assignment template provided within each assignment.
Marking Guide
Your marker will use the following five categories to assess your written assignments:
In determining a grade for Content, markers look for evidence that you
clear, appropriate, and logical structure within each paragraph and within the whole
assignment.
an appropriate thesis statement and good main ideas at the paragraph level.
correct spelling.
correct punctuation and capitalization.
legible writing or readable text formatting.
In determining a grade for Style, markers look for evidence that you
Questions of Style
Good writing for organizations is clear, concise, simple, and to the point.
uses direct sentences. Begin with a subject, followed by an active verb and an object
(subject + verb + object)
communicates ideas, facts, and feelings to a reader clearly and without overstatement
leaves no doubt or confusion in the reader’s mind about the intent of a message
describes the course of action the writer wants the reader (or group of readers) to
follow
guides readers through complex information using graphic charts and images
uses indirect sentence constructions, passive voice, and filler expressions such as “there
is” or “it is said that”
The examination(s) for this course will be taken online. You are responsible for making
your own arrangements for examination invigilation and for requesting an examination.
Review the page titled Requesting an Examination for details.
The ADMN 233 final examination is to be taken after you have completed Chapter 13 and
received grades for all nine chapter quizzes and the four assignments. The final examination
is a closed-book examination that covers material from the entire course. There are no
multiple-choice or true/false questions on the examination.
The final examination requires you to complete a series of writing tasks in the form of
e-mails, memos, letters, and business reports based on workplace scenarios. This
examination consists of four parts that test your ability to outline, write, assess, and revise
texts. It covers material from the entire course.
You will write your final examination in an online environment with the same functionality as
Question 5 in the Demo Exam.
In this examination, you must demonstrate the ability to practise some or all of the
following skills efficiently:
To prepare to write the examination, make sure that you gain a thorough knowledge of the
main forms of business communication you studied in this course. In particular,
To pass the course, you must obtain a grade of "D" (50%) or better on the
final examination and a composite course grade of at least "D" (50%).
Review the following checklist to ensure that you haven’t missed any important steps to
preparing for an AU examination.
Have you reviewed the learning objectives for each lesson and ensured that you can
meet each one?
Have you completed and submitted all relevant assignments and reviewed any
feedback your marker has provided?
Have you contacted an Academic Expert (via the Student Support Centre) to discuss
any concepts you don’t understand?
Have you reviewed the information the course website provides about the exam?
Have you made arrangements with an invigilator and requested your exam at least
20 days before you plan to take the exam?
Have you allowed sufficient time to prepare for the exam? Do you feel confident that
you are ready to write it?
Do you know what materials you can and cannot have with you when you take the
exam?
If you are taking an online exam, do you know the user name and password you will
If you answered “No” to any of these points, you may wish to contact the Student Support
Centre.
If you have ever experienced exam anxiety, our Counselling Services website offers many
tips and suggestions you may find helpful. The site also contains resources pertaining to
study skills, time management, how to write multiple-choice exams, and other topics of
interest to learners.
Requesting an Examination
The examination(s) for this course will be taken online. You are responsible for making your
own arrangements for exam invigilation and for requesting an exam. Deadlines for
requesting an exam vary widely depending on your location and invigilation
arrangements.
It is your responsibility to ensure that you have sufficient time to determine your write
location and submit your request before the deadlines. To do so, follow these steps:
1. Review the AU Calendar for deadlines and other general exam information.
2. Review the list of approved examination invigilators; then choose an invigilator and
contact him or her directly to set up a date and time to write your exam.
3. Familiarize yourself with the technical requirements below.
4. Submit the Exam Request Form. Note that you are responsible for fees associated with
rebooking exams, late exam requests, and supplemental exams.
Technical Requirements
If you are making arrangements for examination invigilation at another location, you
must ensure that a computer with an Internet connection is available for your use.
Technical support for online examinations is limited to Student Support Centre hours
(Monday to Thursday, 8:30 a.m. to 8:30 p.m. MT, Friday 8:30 a.m. to 4:30 p.m. MT, and
Sunday 4:30 p.m. to 8:30 p.m. MT).
The Basics of Documentation details the whys, whens, and wheres of crediting other
sources in your own work. Learn how to avoid plagiarism by using documentation standards
such as APA and MLA to format citations and references appropriately and correctly. The AU
Write Site provides a vast collection of resources that deal with documentation and
plagiarism.
You should also review the university’s Academic Misconduct Policy for details about
academic offences and penalties for academic misconduct.
Watch the video below for more information about plagiarism and how to cite sources using
APA standards.
The Faculty of Business is dedicated to providing the help you need to succeed in your
studies. Our one-stop Student Support Centre is at the heart of Faculty of Business
undergraduate course delivery and is your first point of contact. You make one call, and we
guide you from there. See our video on YouTube.
Pat holds degrees from Athabasca University and the University of Calgary. She has
worked in the field of Adult Education for the past 17 years, most recently as an
Academic Expert and Marker for Faculty of Business online courses. Her teaching
experience includes both the traditional classroom and distance education
environments.
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Beyond her duties for the Faculty of Business, Pat is a researcher, writer, and volunteer facilitator in her
community. In her spare time she enjoys books, plants, fabric, and music.
Kim has been a tutor with Athabasca University since 2008. During this
time, she has tutored courses in communications studies (Centre for
Humanities) and writing (Faculty of Business). Kim holds a Master of
Arts in Communications Studies from the University of Calgary.
Contact me anytime through the Student Support Centre. I’m here to help you succeed in
the course! I’m always happy to help you prepare for your next assignment, answer your
course questions, and discuss your progress in ADMN 233.
Linda has extensive experience teaching in the classroom and online. Since 2004, she has
provided her expertise to corporations, small businesses, post secondary institutions, non
profit agencies and government (including the Department of National Defence) by
delivering customized training programs, keynote addresses, lunch-and-learn sessions,
presentations, executive coaching, and management consulting.
In her spare time, she writes and creates stories that help people significantly improve their
lives. She also dances and takes cruise vacations with her husband.
Contact Linda anytime through the Student Support Centre. She is ready to coach you to
success!
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Lantry continues to work as a communications professional. His career has included film
and video production, and writing and photography in Alberta, the NWT, and Yukon.
Course PDFs
Contents of this course (excluding assignments, quizzes, forums, etc.) are available in PDF
format that you can view on most mobile devices, download for working offline, or print.
Many of the Web links, attachments, and other interactive elements are accessible from
within the PDFs, but not all are accessible from every type of device.
You will need a PDF reader such as Adobe Reader to open these documents. Adobe Reader
is a free download for most computers and mobile devices.
Note: PDF conversion does not necessarily create a perfect copy of the online course. You may find small issues
with coding, numbering, spacing, and/or other formatting elements. In the event of any discrepancy between
the PDF version and the online course website, the online course website will be considered the correct version.
Click the icon on the right for some PDF user tips.
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Learning Objectives
1. identify three basics of business writing and summarize the three phases of the 3-x-3
writing process.
2. explain how the writing process may be altered and how it is affected by team projects
and technology.
5. specify six writing techniques that help communicators adapt messages to the task and
audience.
6. explain why communicators must adapt their writing in four high-risk areas.
Introduction
Unit Two of Business Communication: Process and Product focuses on the process of
business writing. This process is approached systematically using a model called the 3-x-3
writing process. Using this systematic approach will help you to think through the important
steps in producing quality business documents. With practice, this process will become a
routine part of your writing, allowing you to approach any business writing task with
confidence.
In Chapter 5, you will examine the first phase of the 3-×-3 writing process—prewriting. In
particular, you will focus on
analyzing the writing task to identify your purpose and select the best channel (e.g.,
letter, e-mail, report) to deliver your message
anticipating the audience to be sure you understand the people receiving the message
adapting the message to ensure it is appropriate for both the task and the audience.
By paying close attention to the Prewriting Phase, you will be able to plan a message that is
correctly focused on both the writing task and the intended audience. This planning will
help you craft an effective, focused message when you move on to the Writing Phase.
writing activity
writing activity
writing activity
writing activity
optional activity
a. Write a letter because it provides a written record of correspondence sent outside your
organization.
c. Most global transactions such as this are conducted by fax, which is cheap, fast, and
provides a written record. E-mail would also be appropriate if you have the customer’s
address.
d. Because considerable data will be involved, you would write a report to be submitted
internally.
a. Because the primary reader is your sales manager, you should know what kind of
communication format and content he expects. But he may not know much about the
customer and specifically what the customer is demanding. Since the manager is
familiar with the business, you can use jargon or references that outsiders might not
understand. You can expect the receiver to be receptive to prospective new business;
perhaps he’s willing to make concessions to please this new customer. However, you
should also remember that the sales manager may want to forward your message to a
higher executive. Thus, be sure to fill in details and use fairly formal language.
b. The primary reader will probably be a busy human resources director, an educated,
experienced individual who has doubtless read many letters of application and resumés.
Since the job is advertised, you would expect the reader to be neutral or positive toward
your letter. Because your relationship is professional, your tone should be formal, yet
friendly.
c. The primary reader is your boss, but a secondary reader may be your boss’s superior, if
further approval is sought. The relationship is both personal and professional. Since
your boss probably has no knowledge of the computer class, you would want to describe
the class in detail and offer well-planned reasoning explaining why your proposal would
benefit both the company and you. You might expect a negative response.
d. A targeted audience of executives means that you have some expectations about their
income, education, status, and interests. You can use language that educated readers
would comprehend. Because the readers probably know little about the subject, you’ll
have to provide persuasive arguments and data. You might expect a negative response.
e. The primary reader is the credit applicant, and the relationship is professional. You don’t
know a great deal about the reader, but you would expect her or him to appreciate
respectful, courteous treatment. The response will be negative; your approach will
probably be indirect.
a. For just $300 each, you can spend three days in Las Vegas, where you will enjoy deluxe
accommodations, the “City Lights” show, and selected meals.
d. You can now purchase Dell computers at discounted prices at the student bookstore.
e. For your safety, you may rent power equipment when you have demonstrated
proficiency in its use.
e. Some restaurants have a special menu for people over 65 (or for senior citizens).
b. In the message you left at our Web site, you mention that you returned a printer.
c. We are sending you a replacement blade for your food processor. Please read page 18
of your operator’s manual to learn how to attach this blade to give you effective
performance.
d. Please send us your social insurance number so that we can process your application.
a. Please call this 800 number immediately to activate your debit card.
c. As departmental manager, you can help reduce air pollution by organizing a car pool.
d. To the Staff: So that paper jams won’t prevent your full use of the copier, please review
the instructions for removing jammed paper found on page 12 of the operating manual.
e. You are covered for all accidents that occur within Canada.
a. When replying to e-mail, (bring in, include, put) enough of the old message for (
someone, the person, the recipient ) to recognize the original note.
b. For a (hard, long, complicated ) e-mail message, (make, create, have ) the note in
c. If an e-mail (thing, catch, glitch ] interferes while writing, you can easily (get, have,
retrieve) your message.
e. Ryan’s excellent report has (a lot of, many, a warehouse of ) relevant facts.
a. We have inspected the septic system and will send a complete report. (review, study)
b. Our goal is to assure completion of the project on schedule. (facilitate)
c. We will determine the amount of stress for each supporting column. (evaluate, assess,
analyze)
a. The following two articles provided effective information: Phil Venditti, Let’s Be Clear:
Use Your Head to Make Point, Everett Business Journal , August 2003, and Johan
Rindegard, Use Clear Writing to Show You Mean Business, InfoWorld , 22, November
1999.
b. Clear writing streamlines procedures, makes it easier to train employees, and increases
staff productivity and morale. It reduces confusion, complaints, and claims; and it
improves customer satisfaction. It increases sales and raises a company’s standing in
the marketplace.
Example 1: The Federal Communications Commission rewrote its regulations for citizen
band radios in plain language. As a result, it was able almost immediately to reassign
the five staff members who’d been hired previously just to respond to complaints and
questions from the public.
Example 2: Before Federal Express overhauled its operations manuals in 1995, readers
searched for an average of five minutes to find information and found it only 53 percent
of the time. When the new manuals appeared, organized more logically and containing
lots of graphics and tables, the average search time dropped to 3.6 minutes and the
success rate improved to 80 percent.
c. People can learn to write more clearly by considering their audience, anticipating reader
reaction, outlining the message, writing a draft, and editing the draft. More suggestions
are available in the articles.
Collaborative writing is necessary for big tasks, items with short deadlines, and team
projects that require the expertise or consensus of many people. (textbook, pp. 94–
95)
Writing shared documents can be frustrating because it’s difficult to identify different
versions of a document and it’s hard to recognize who made what comment or
change on a document. Microsoft Word provides the following editing tools to ease
collaborative writing: highlight, change colour, track changes, and insert comments.
(textbook, p. 95)
importance of message
amount and speed of feedback required
necessity of a permanent record
cost of the channel
degree of formality desired.
(textbook, p. 96)
6. Why should you profile your audience before composing a message? (Obj. 4)
Profiling the audience before composing a message ensures a message that will
appeal to its reader. Thinking about the receiver forces the writer to consider ways
to adapt the message to the receiver’s views, background, culture, education, and
needs. By having a picture of the receiver in mind, the writer is more likely to
produce a message that will be effective and achieve the outcome desired.
(textbook, pp. 97–98)
Writers can emphasize reader benefits by putting themselves in the position of the
reader. How is this message going to save the receiver money, time, or effort? The
message should be written from the perspective of the reader. (textbook, p. 99)
Bias-free language avoids gender, race, ethnicity, age, or disability expressions that
might be hurtful or stereotype people. Bias-free language strives to be inclusive
rather than exclusive. It eliminates words that focus attention on exclusions (e.g.,
lawyer rather than female lawyer ; new teacher rather than new Asian teacher ).
(textbook, pp. 100–101)
Waitress = server
Stewardess = flight attendant
Foreman = lead worker
(textbook, p. 100)
11.Revise the following expression to show more courtesy: "For the last time
I’m warning all staff members that they must use virus-protection
software—or else!" (Obj. 5)
Please use virus-protection software to prevent your computer from being infected.
(textbook, p. 102)
Jargon is specialized or technical language. Use it only when the audience will
understand its meaning. (textbook, p. 103)
13.What’s wrong with using words like commence , mandate , and interrogate ?
(Obj. 5)
Often, more familiar words—such as begin , require , and ask— say the same thing.
You also run the risk that your reader will not understand what these words mean.
(textbook, pp. 102–103)
investments
safety
marketing
human resources.
Quiz 1
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 1 (Chapter
5).
Learning Objectives
1. apply Phase 2 of the 3-x-3 writing process, which begins with formal and informal
methods for researching data and generating ideas.
2. specify how to organize data into lists and alphanumeric or decimal outlines.
4. discuss composing the first draft of a message, focusing on techniques for creating
effective sentences.
5. define paragraph and describe three classic paragraph plans and techniques for
composing meaningful paragraphs.
Introduction
So far, you have used the first phase of the 3-x-3 writing process to analyze your writing
task, anticipate your audience’s reaction, and adapt your message to match the situation.
researching the writing task to collect all the information required to write a complete
document
organizing the information to group related ideas and to create a logical and appropriate
sequence of information for the audience
composing the first draft of the document to clearly convey the intended message using
effective sentences and paragraphs.
As you work through these steps, you will learn specific strategies for effectively presenting
information to different types of audiences. You will also examine some basic principles of
creating effective sentences and paragraphs.
writing activity
writing activity
writing activity
optional activity
This poorly organized and written memo is hard to read because the major points
are submerged in a mass of wordy, confusing, and ungrammatical sentences.
Sentence 4 is 54 words long! Sentences 1, 2, and 3 contain passive-voice
constructions. Sentences 2 and 4 contain poor modification; introductory verbal
phrases are not followed by words that can logically be modified. In sentence 2 (
After giving the matter . . . , it ), it appears to be giving the attention. In sentence
4 (To make the best possible choice, SDD . . . ), the illogical modifier is SDD . SDD
is not making the choice. Similar faults appear in the second paragraph. Sentences
6 and 8 both have dangling and misplaced modifiers. This memo could be vastly
improved through organization. The writer should outline three steps in a new
procedure.
One possible article about brainstorming is Dean Rieck’s (1999) Session Five: AH
HA! Running a Productive Brainstorming Session, Direct Marketing, 62 (7), 78–79.
c. Although no magic formula exists for picking a good trademark name, firms
should avoid picking the first name that pops into someone’s head. Moreover,
they should be aware that unique and arbitrary marks are best. Descriptive
terms such as “car” or “TV repair” are useless. Surnames and geographic
names are also weak because they lack distinction and exclusivity.
f. Your DVD cannot be authorized for repair since its warranty period has expired.
g. Cash refunds cannot be given for merchandise purchased over 90 days ago.
h. Non-members are not accepted by ValleyView Golf Course.
i. Resumés and cover letters must be submitted by e-mail.
j. The two columns were added instead of subtracted, thus producing the incorrect
total.
a. It’s hard to understand why employees with software problems would not go to
our technical support staff.
d. Ignoring the warning prompt on the screen, the operator turned off the
computer, resulting in the loss of data.
e. Using a number of creative search terms, we finally found the Web site.
b. Our computerized file includes all customer data. For instance, it provides space
for name, address, and other vital information. Moreover, it has an area for
comments, a feature that comes in handy and helps us keep our records
up-to-date.
e. Fringe benefits consist of life, health, and dental insurance. Moreover, they
might include paid vacations and sick pay. Further benefits are holidays, funeral
leave, and emergency leave. Finally, they might include paid lunch, rest
periods, tuition reimbursement, and child care.
b. Retailers have three options for taking delivery of a shipment of Sturdy Bilt
Cluster diagramming calls for us to jot down ideas without censoring or evaluating
them. By freely using our imaginations, we allow intuition to take over. Cluster
diagramming is free form, thus promoting a shower of ideas, some usable and many
unusable. Postponing judgment on this flow of ideas acts as a stimulant to our creative
processes.
What can your letter accomplish if your audience refuses to read it? Absolutely nothing!
You will have succeeded only in wasting your time and possibly making a bad situation
worse. If you truly want your reader to read and accept your message, then you must
carefully choose your letter organization pattern.
3. In what ways do you imagine that writing on the job differs from the writing
you do in your academic studies? Consider process as well as product. (Obj. 1)
Here are some of the ways that writing on the job differs from writing in academic
studies: audience, goals, deadlines, outcomes, feedback, and collaboration.
In school, the audience for an assignment is generally just one individual, the professor.
On the job, the audience may be customers, peers, superiors, or subordinates. Many
messages will have multiple audiences, some of whom are unknown to the sender.
Encourage students to discuss what effect different audiences will have on a person’s
writing. Discuss how the goals of student term papers and other assignments are
different from the goals of letters to customers, memos to colleagues, and reports to
management.
4. Why are short sentences and short paragraphs appropriate for business
communication? (Objs. 4 and 5)
Business readers want to see the main idea immediately. Short sentences and
paragraphs convey ideas quickly and are more readable than longer ones.
1. What are the three main activities involved in the second phase of the 3-x-3
writing process? (Obj. 1)
The three main activities involved in the second phase of the 3-x-3 writing process are
researching, organizing, and composing. (textbook, p. 112)
Define the problem and create an agenda that outlines the topics to be covered.
Set a quota, such as a minimum of 100 ideas. The goal is quantity, not quality.
Write ideas on flip charts or on sheets of paper hung around the room.
Organize and classify the ideas, retaining the best. Consider using cluster diagrams.
A cluster diagram is a drawing of all the ideas that pop into a writer’s mind about a
topic. This technique is useful in generating ideas for a long, complex writing task on
which the writer is having trouble getting started. (textbook, p. 115)
An alphanumeric outline combines letters and numbers. Major components are identified
by Roman numerals or capital letters; subpoints, by numbers. (textbook, p. 117)
5. What is the relationship between the major categories in an outline and those
in a report written from the outline? (Obj. 2)
The major categories in an outline become the major headings in a report. (textbook, p.
117)
6. Distinguish between the direct and indirect patterns of organization for typical
business messages. (Obj. 3)
The direct pattern starts with the main idea, followed by details, explanation, and
Starting with the main idea saves the reader time, sets the proper frame of mind, and
prevents reader frustration. (textbook, p. 120)
8. List some business messages that should be frontloaded and some that should
not be frontloaded. (Obj. 3)
Bad news messages (request refusals, claim denials, disapproved credit, declined
offers), persuasive requests, and sensitive messages (especially those travelling up the
communication chain to superiors) should not be frontloaded since these may contain
sensitive information that may upset the receiver. (textbook, p. 120)
9. Why should writers plan for revision? How can they do it? (Obj. 4)
Very few writers can create the final version of a message on the first attempt. Nearly
all documents need to be revised. You can plan for revision by working on a word
processor or by double-spacing a handwritten draft. Most important, though, is your
mindset. Recognize that you will be revising and plan time for it. (textbook, p. 122)
(textbook, p. 123)
Examples:
Active : Kevin wrote the report.
Passive : The report was written by Kevin.
Tip for detecting passive voice: Ask “By whom?” after the verb. If the performer of
the action is revealed, the verb is passive.
Introductory verbal phrases are dangerous because they must be followed by a word
that can logically be modified. Not doing so creates a sentence error. (textbook, pp.
124–125)
13. Describe three kinds of sentences used to develop ideas in paragraphs. (Obj. 5)
The main sentence expresses the primary idea. Supporting sentences illustrate, explain,
or strengthen the primary idea. Limiting sentences express opposing or contrasting
ideas. (textbook, p. 125)
14. Describe three paragraph plans. Identify the uses for each. (Obj. 5)
The most frequently used plan for business messages is the direct plan. It begins with
the main idea followed by supporting sentences. A variation may include one limiting
sentence followed by sentences that support the main idea. The direct plan is useful for
defining, classifying, illustrating, or describing.
The pivoting paragraph begins with a limiting sentence followed by the main and
supporting sentences. This plan is useful for comparing and contrasting.
The indirect plan begins with supporting sentences and concludes with the main
sentence. This plan is useful for building a foundation of ideas and drawing a conclusion
from it or for delaying bad news until after explaining the reasons causing it.
Coherence exists when one idea leads logically to another; sentences are coherent when
they stick together. To achieve coherence,
(textbook, p. 127)
Quiz 2
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 2 (Chapter
6).
Learning Objectives
1. apply Phase 3 of the 3-x-3 writing process, which begins with techniques to make a
message clear and conversational.
5. recognize proofreading problem areas and list techniques for proofreading both routine
and complex documents.
Introduction
After studying the first two phases of the 3-x-3 writing process, you know the basics of
planning and writing an effective business document. But there is more to crafting a great
document than getting the first draft on paper.
In Chapter 7, you will examine the third phase of the 3-x-3 writing process—revising. Here,
you will focus on
revising the draft to improve clarity, tone, conciseness, vigour, readability, and
directness—creating a more readable document
reading activity
writing activity
writing activity
writing activity
Weaknesses
Uses wordy phrases (due to the fact that , because of the fact that).
Revision
Current date
Because we feel you will want to protect both equipment and data, we can
suggest a number of prudent steps to deter crime. First, install defensive
lighting. Our lighting expert can design both outside and inside lighting. Second,
post security signs. Amateur thieves are often deterred by signs on windows and
doors. Finally, install space alarms. These sensors look down over the areas that
are being protected. The sensors can activate bells or lights, thus scaring off
intruders.
After reading the enclosed materials, please call me to further discuss protecting
your business.
Sincerely,
Enclosure
Current Date
Because we feel you will want to protect both equipment and data, we can
suggest the following three steps to deter crime.
1. Install defensive lighting. Our lighting expert can design both outside and
inside lighting.
3. Install space alarms. These sensors look down over the areas that are
being protected. The sensors can activate bells or lights, thus scaring off
intruders.
After reading the enclosed materials, please call me to further discuss protecting
your business.
Sincerely,
Enclosure
Weaknesses
Includes wordy compound prepositions (due to the fact that, in view of the
fact that, at this point in time).
Revision
These are just a few of our recommendations. You will find a complete guide for
telecommuters at our company Web site. Please read it carefully as soon as
possible, and call Human Resources if you have questions.
a. regarding
b. now or quickly
c. if
d. a diligent manager
e. a time-saving program
a. Please consider our latest proposal, even though it conflicts with the original
plan.
b. We assessed $500 in damages, causing us to reduce the claim amount.
c. After we prepare a report, we’ll present our final recommendations to the
Executive Committee.
c. Last year Amanda Thomas wrote letters and gave presentations to promote
investment in her business.
a. English may be the international language of commerce, but that does not
mean that every reader will have a trouble-free experience with messages
b. Be especially careful with dates. For example, a message that reads, “Our
video conference begins at 6 p.m. on 7/10/10,” would mean July 10, 2010, to
North Americans.
c. To Europeans, the time and date would be written as follows: “The video
conference will begin at 18:00 on 10 July 2010.”
1. Why is it difficult to recommend a specific process that all writers can follow in
composition? (Obj. 1)
Although general steps in a process are helpful to novices, a rigid plan is impossible for
everyone to follow. Just as people have very different personalities, they also have very
different modes of learning, working, and writing. Moreover, not all tasks are equal. A
routine e-mail differs immensely from an analytical report. Although the general steps
(analyzing, anticipating, adapting, research, organization, and so on) are similar, the
time required, the thoroughness, and specific operations within the process vary
considerably.
2. Would you agree or disagree with the following statement by writing expert
William Zinsser? “Plain talk will not be easily achieved in corporate North
America. Too much vanity is on the line.” (Objs. 1 and 2)
It is unfortunate that few executives have taken specialty writing courses such as
business communications. Some of them believe they are much more impressive when
they use big words, long sentences, and convoluted reasoning. Because their egos
affect their oral and written communication, even simple ideas sound difficult. Zinsser
says, “Executives at every level are prisoners of the notion that a simple style reflects a
simple mind. Actually a simple style is the result of hard work and hard thinking; a
muddy style reflects a muddy thinker or a person too lazy to organize his or her
thoughts” (from William Zinsser's On Writing Well, 7th edition, published in 2006 by
HarperCollins).
3. Since business writing should have high “skim value,” why not write
everything in bulleted lists? (Objs. 2 and 4)
4. Why should the proofreading process for routine documents differ from that
for complex documents? (Objs. 4 and 5)
Complex documents should be set aside for a breather before they are proofread
because they are usually longer. Since they are longer, errors involving numbers, facts,
and other data are a distinct possibility. Be sure to allow adequate time for the
proofreading, reduce reading speed, and read the document at least three times—for
word meaning, for grammar/mechanics, and for formatting.
Experts recommend spending half of the total project time revising, proofreading, and
evaluating. (textbook, p. 136)
2. What is the KISS method? In what three ways can it apply to business writing?
(Obj. 1)
"Keep it Short and Simple" (although some people prefer “Keep it Simple, Stupid”). To
apply this adage, (1) write simply, (2) use active-voice sentences, and (3) avoid
negative, indirect, and pompous language. (textbook, p. 137)
A redundancy is an expression that repeats its meaning, such as continue on, reason
why, or true facts . Writers should avoid redundancies because they are wordy.
(textbook, p. 138)
Fillers such as there is and it is are wordy and add no meaning to sentences. Usually
sentences can be rewritten to achieve more direct openings. (textbook, p. 138)
5. What shorter forms could be substituted for the expressions at this point in
time , for the amount of , and in advance of ? (Obj. 2)
6. Why should a writer avoid the opening, "I am sending this e-mail because we
have just hired a new manager, and I would like to introduce her"? (Obj. 2)
The opening phrase "I am sending this e-mail because..." says the obvious. It is a long
lead-in and needlessly delays getting to the real message. Omit it. (textbook, p. 139)
7. Why should a writer avoid an expression such as "We expect the executive
committee to give authorization to the merger"? (Obj. 3)
It uses a noun (authorization ) instead of the more forceful verb form (authorize ). Avoid
converting verbs into nouns. (textbook, p. 140)
8. What’s wrong with businesslike expressions such as enclosed please find and
as per your request ? (Obj. 3)
They are trite, old-fashioned, and wordy. Writing is more vigorous when such
expressions are revised. (textbook, p. 140)
When similar ideas are expressed in similar grammatical constructions, they are parallel.
To achieve it, balance nouns with nouns, verbs with verbs, and so forth. (textbook, pp.
140–141)
10. What is high “skim value,” and how can you achieve it? (Obj. 4)
This expression refers to how quickly readers can browse a message and comprehend
its meaning. The following techniques promote high skim value:
bulleted items
numbered items
lettered items
headings
bolding, italics, underlining
capital letters
(textbook, p. 141)
11. What factors determine whether you should use bulleted or numbered items in
a list? (Obj. 4)
Use numbered lists for items that represent a sequence or for reference. Use bullets to
highlight items that don’t necessarily show a chronology. (textbook, p. 141)
12. Name five specific items to check in proofreading. Be ready to discuss methods
you find useful in spotting these errors. (Obj. 5)
spelling
grammar
(textbook, p. 144)
Psychologically, we don’t want to find our own errors. To overcome this obstacle,
develop a mindset of expecting to find errors. Congratulate yourself when you do!
(textbook, p. 144)
14. List four or more techniques for proofreading complex documents. (Obj. 5)
15. How can you overcome defensiveness when your writing is criticized
constructively? (Obj. 6)
It’s natural to be defensive. But try to consider this criticism valuable advice. Look upon
this training as skill development. Writers, like athletes, need pointers that speed
improvement. (textbook, p. 146)
Quiz 3
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 3 (Chapter
7).
Learning Objectives
1. discuss how the 3-x-3 writing process helps you produce effective e-mail messages and
memos.
3. describe smart e-mail practices, including getting started; content, tone, and
correctness; netiquette; replying to e-mail; and formatting.
Introduction
So far in this course, you have studied the phases of the 3-x-3 writing process, and you
have seen how these principles may be applied to produce effective business documents.
Now it is time to go further by exploring specific types of business documents to learn how
the 3-x-3 writing process can apply to each.
In Chapter 8, you will learn about two short but very important forms of business
communication: routine e-mail messages and memos. You will examine the purpose and
basic structure for routine e-mail and memos, as well as smart practices for safely using
e-mail within an organization. In addition, you will examine the three main forms these
messages take:
procedure and information e-mail messages and memos, usually written by managers
for employees to direct the operation of an organization
request and reply e-mail messages and memos, written to seek and provide information
for specific needs
confirmation e-mail messages and memos, used mainly to create a permanent record of
oral agreements or decisions
By applying effective techniques for writing routine e-mail messages and memos, you will
increase the chances that these documents will achieve their goals, while at the same time
enhancing your own image within your organization.
writing activity
writing activity
writing activity
writing activity
reading activity
From the print textbook, on pages 173 and 174, read the
following topic:
writing activity
Weaknesses:
Does not immediately reveal the purpose of the message in the opening.
Revision:
Ceresa:
PRESCREEN JOB APPLICANTS. Wise companies, said Ms. Sloan, do not offer
employment until a candidate’s background has been checked. Just the mention
of a check often makes a candidate with something to hide withdraw.
Paul
Weaknesses:
Fails to open with the main idea (asking employees which plan they prefer).
Revision:
DATE: Current
TO: All Employees
FROM: Kim Albano, Human Resources
SUBJECT Floating Holiday Options
:
To have your choice counted, return this form to Human Resources by January
25.
Weaknesses:
Fails to open directly with a statement that this message confirms the
previous day’s telephone conversation.
Does not itemize the main points in the body to make them easy to read.
Revision:
These commercials will be played on three radio stations in five major cities
on the East Coast during morning and evening drive time.
The scripts will remind listeners that the island is less than three hours away.
I will work in references to tree frogs, royal palm trees, and such local
delicacies as shark on toast, conch fritters, and mussel stew.
If you agree that these points accurately reflect our conversation, Mr. Ricci,
please confirm this in a reply message. I am eager to work with you in
developing a very successful Radio Bermuda campaign.
b. At your request, here are six suggestions for school boards to consider in
regard to current and future sale of soft drinks in school vending machines.
c. Yes, you can attend the Web Site Design Seminar sponsored by Presentation
Planners on February 25 and 26.
8.7 Information E-Mail or Memo: Driving Less and Breathing Easier (Obj. 4)
Sample Memo
To comply with the Air Quality Management District’s Trip Reduction Plan, Mercer
Enterprises offers the following incentives as a means of encouraging employees
to leave their cars at home:
Full Day Off With Pay. Employees who maintain a 75 percent participation
rate in our ride-share program for a six-month period, beginning May 1, will
receive one day off with pay.
Bus Pass Subsidy. Employees who use public transportation will receive a
monthly $25 subsidy. A free round-trip transit pass will also be provided by
Mercer Enterprises to employees for the first month they use public
transportation.
Van Pool Subsidy. Mercer Enterprises will assist in obtaining a van and will
provide a monthly $150 subsidy. In addition, the van pool driver will have
unlimited personal use of the vehicle off company time.
We’re trying our best to get you to leave your cars at home. For more
information about the program or to sign up for any of the incentives, please
contact Jennifer O’Toole ([email protected]) before June 1.
DATE: Current
TO: Jayne Moneysmith
FROM: Your Name
SUBJECT Confirming Your Remarks About E-Mail Harassment
:
I enjoyed our luncheon on Thursday, March 19. Among other things, Jayne, we
discussed e-mail harassment. Because I would like to share your comments at
our next management council meeting, I want to be sure that I heard you
correctly. Are the following statements accurate?
Even deleted e-mails leave a “meta data” trail revealing attachments, dates
and times of edits and transmissions, file size, conversation threads, and
document file paths.
These are important points that I want to be sure I have understood correctly. If
I have represented your remarks accurately, please reply briefly before March 25
so that I have an official record of our conversation.
Public education. With more awareness that spam has the potential to
cripple or at least seriously hamper this important communication system,
perhaps the public would put pressure on legislators, the communication
industry, and the big software companies to do something to get this
epidemic under control. The Canadian Anti-Fraud Call Centre (
http://www.phonebusters.ca) offers tips to combat spam, spyware, and
phishing (see below).
2. What factors would help you decide whether to write a memo, send an e-mail,
make a telephone call, leave a voice-mail message, or deliver a message in
person? (Objs. 1 and 2)
Doing so will avoid lawsuits, costly litigation, and unproductive labour. Computerized
information has increasingly become critical in all types of lawsuits. E-mail messages
can be used in court. Companies are finding that even when messages are deleted, they
can be recovered by experts and used by opposing lawyers in lawsuits. Although the
files of most companies do not contain dangerous information, just the fact that the
companies have to produce old records is laborious and expensive. Moreover,
companies are learning that casual language can lead to misinterpretations. If casually
worded, potentially damaging messages are retrieved for lawsuits, the company could
suffer severe consequences.
As soon as a written document leaves your hands, whether electronic or hard copy, it
has actually been “published.” Anyone may read it, copy it, and distribute it to others.
Many business and other writers fail to consider what can happen to their written words.
A memo intended for a colleague is seen by the boss, an e-mail gets sent to the wrong
person, or a letter to a customer is seen by a competitor. Sensitive messages that could
cause trouble for you or your organization should probably not be put into print. Every
message should be written with the knowledge that it may travel much farther than
originally intended. Nothing can expunge a poorly written memo or an e-mail sent in
anger.
1. List five questions you should ask yourself before writing an e-mail or memo.
(Obj. 1)
(textbook, p. 157)
2. Briefly describe the standard structure of e-mail messages and memos. (Obj. 2)
E-mails and memos both contain an informative subject line that summarizes the
message, an opening that reveals the main idea immediately, a body that explains and
justifies the main idea, and an appropriate closing. (textbook, pp. 158–159)
Writers can enhance readability and comprehension by using numbered lists, bullets,
columns, headings, white space, and good organization. (textbook, p. 159)
4. What are three ways in which a routine e-mail or memo may be closed? (Obj.
2)
A message may close with (a) action information, dates, or deadlines; (b) a summary of
the message; or (c) a closing thought. (textbook, p. 159)
5. How are the structure and formatting of e-mail messages and memos similar
and different? (Obj. 2)
Both messages are structured similarly following the same plan for developing a subject
line, opening statement, body, and closing. In regard to formatting, both provide guide
words at the top. The guide words in e-mail messages are supplied by the e-mail
program and may vary. Memos do not include salutations or complimentary closes, but
these elements are often included for e-mail messages. In both messages, writers strive
to enhance readability with graphic highlighting techniques. (textbook, pp. 158–163)
Careless e-mail users do little editing or proofreading. They may use emotional
language and forget that their messages are not private but can show up in
embarrassing places. E-mail is also dangerous if used on the job for surfing, chatting,
shopping, or exchanging personal messages. It’s dangerous for employers who can be
charged with sexual harassment, copyright infringement, and defamation. Employers
also must worry about viruses from personal files and the loss of sensitive
organizational information. (textbook, pp. 164–168)
8. Name at least five rules of e-mail etiquette that show respect for others. (Obj.
3)
(textbook, p. 165)
9. What are three possibilities in handling the salutation for an e-mail message?
(Obj. 2)
(textbook, p. 161)
10. What tone should managers avoid in writing procedure or information e-mail
messages and memos? (Obj. 4)
11. Why should writers of information e-mail messages and memos strive to
express ideas positively instead of negatively? (Obj. 4)
Information e-mail and memo writers should assume that employees want to cooperate
12. Should a request e-mail message or memo open immediately with the request
or with an explanation? Why? (Obj. 5)
When writing request e-mail messages and memos, begin with the request first. The
audience will then be better able to understand the explanation. (textbook, p. 170)
13. What’s wrong with a message opener such as This is to inform you that . . . ?
(Obj. 5)
14. What is a confirmation e-mail message or memo? What other names could it
be given? (Obj. 6)
15. What three elements should most confirmation e-mail messages and memos
include? (Obj. 6)
(textbook, p. 172)
Quiz 4
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 4 (Chapter
8).
Learning Objectives
1. explain why business letters are important and how the three phases of the 3-x-3
writing process relate to creating successful business letters.
3. write direct letters that request information and action as well as place orders for
products and services.
Introduction
As you have seen, e-mail and memos make up a large portion of the writing done within
organizations. However, even though e-mail has become common for both internal and
external business communication, formal business letters are still important and useful in
many situations.
As you work through this chapter, you will learn how the 3-×-3 writing process can be
applied to specific types of letters, including
Finally, the chapter concludes with a discussion of how to modify letters for the cultures and
expectations of international audiences.
Remember, business letters can be powerful tools. Written effectively, they can create
opportunities and help to overcome challenges for both you and your organization.
writing activity
writing activity
writing activity
Order Letters
writing activity
reading activity
What are the unique
features of and
techniques for writing From the print textbook, on pages 191 to 196, read the
letters making claims? following topics:
Direct Claims
Checklist for Writing Direct Requests
writing activity
reading activity
What are the unique From the print textbook, on pages 196 to 198, read the
features of and following topic:
techniques for writing
direct replies? Direct Replies
reading activity
optional activity
a. Please send by UPS the following items from your winter catalogue.
b. Yes, we do offer our European-style patio umbrella in two colours: cream and
forest green.
c. Nearly all of the riders in the Honda Superbike Classic at Mosport selected
Dunlop Blue Groove hard-compound front and rear tires.
d. Your order for Colour-Block Sweatshirts is now being filled and should arrive
by UPS about February 20.
e. Yes, you may send your Premier DVD directly to our St. Catharines plant for
inspection.
Weaknesses:
Fails to use appropriate salutation. The writer should address the receiver by
name; this may require calling the hotel to learn the name of the person who
should receive this inquiry. If you cannot obtain the name of the receiver, try
using “Dear Meeting or Events Manager.” Although the case does not provide
a specific resort, we have used Deerhurst Resort for illustration.
Revision:
Current date
Meeting Manager
Deerhurst Resort
1235 Deerhurst Drive
Huntsville, ON P1H 2E2
Can The Deerhurst Resort provide meeting rooms and accommodations for about
250 Cynergy sales associates from October 23–27?
We are seeking a hotel that offers both resort and conference facilities appropriate
for the next sales meeting of my company. Please answer these additional
questions:
Does Deerhurst have a banquet room that can seat 250?
Can you provide at least four smaller meeting rooms, each to accommodate a
maximum of 75?
I will be most grateful for answers to these questions and for any other
information you can provide about your resort facilities. Please send your
response by April 25 so that I can meet with our planning committee on May 1.
Sincerely,
Weaknesses:
Begins with unnecessary and rather obvious statement, "Your letter has been
referred to me for reply."
Makes feeble effort to win back the confidence of the customer; fails to
explain what steps will be taken to prevent recurrence of problem.
Neither tells the customer exactly what to do nor explains who will pay for the
repair.
Revision:
Current date
We agree that your newly purchased painting for your executive offices should
have arrived without sags in the canvas, and we urge you to engage a local
framing shop to restretch it.
When any Central Park Gallery painting is shipped, we encase it in three layers of
protection: two layers of convoluted foam and one layer of Perf-Pack foam. These
multiple layers work together to provide superior shock absorption and guard your
art from bumps and scrapes during shipping. However, the shipper may have laid
the package down instead of standing it, thus allowing the canvas of this large
painting to sag somewhat. You can be sure that we will review our transport
instructions with our shippers so that future deliveries follow our strict guidelines,
thus preventing your experience.
Central Park Gallery takes pride in offering works of art of the highest quality and
value to collectors and decorators. Your satisfaction is important to us, and that’s
why we encourage you to have your new painting restretched at a local framing
shop so that you will be completely satisfied with the way your work of art hangs
in your executive offices. Please have the framing shop bill us directly.
To see our latest collection of original fine art at extraordinary prices, please look
at the enclosed catalogue of collectible, custom-framed works. We appreciate
your patronage, and our dedicated staff looks forward to continuing to serve you.
Sincerely,
Can Paris Las Vegas provide rooms for 75 guests and their families for either
July 8–12 or August 18–22?
What are the room rates and room sizes? Is there any discount for off–peak
season or for corporate customers? Are the rates different for those with Strip
views?
What entertainment possibilities are available for the families of our staff?
Do you have facilities for us to host a banquet for 140 people one evening?
Your answers to these questions before March 1 will help me make a complete
presentation to our CEO, who is eager to select a spectacular resort for this
conference.
Sincerely,
Current date
Does Northface Outfitters offer a line of freeze-dried products that meets the
various health needs of older adults?
Does your new line contain a variety of foods that would meet our needs?
Where can your products be purchased?
What is the cost range of the products?
What kinds of ingredients do you use?
How long can unused foods be kept?
Because I anticipate placing a large order of the products we choose, I would like
to sample some of your items before ordering. Would you send any product
samples you have available, along with your answers to the questions listed
above. Please respond by April 1 so that I may order the products by April 15.
Sincerely,
Current date
Office Central
200 Main Street
Mississauga, ON L5B 3X3
From your winter catalogue, please send the following items by UPS:
We need the above items by April 15. Please invoice us using your current price
schedule. Should you need to discuss the order, call me at 905 541 1536.
Hector Rivera
Current date
Please credit the account of Breaktime Travel Service for $229.13. This represents
the cost of sample items that were ordered February 5 and returned February 11.
The promotional items that I ordered were not appropriate as gifts for our
customers. Because your firm promises that free samples of promotional
merchandise may be returned under your “No Surprise” policy, I returned the
items expecting a full credit on our account. I called in March and spoke to
Rachel, who assured me that a credit would appear on our next statement. When
no credit appeared on our April statement, I called again and received a similar
promise.
The items were returned promptly. Enclosed is a postal receipt showing the date
they were sent. In keeping with your policy of fairness to customers, I am asking
that you credit our account immediately. We are hoping that your prompt
handling of this matter will enable us to recommend your firm to others in the
travel industry.
Sincerely,
Enclosure
Current date
Please refund $1499.50 plus $125 return freight charges for an executive desk
I purchased on February 10.
Sincerely,
Current date
Please send me a new box of laser labels or refund three quarters of the purchase
price for a box that will not work in my printer.
On March 3, I purchased a box with 100 sheets of Avery Laser Labels (No.
5166). The cost was $36.99 plus tax. I used 25 sheets immediately, and they
worked well in my laser printer. Then I put the box away and didn’t need it again
until June 14. At that time, the labels would not feed through my printer. In fact,
some of the labels lifted off their sheets and jammed my printer. Although I was
able to get the printer working again, I threw out the remaining labels because I
could not risk ruining my printer.
Since I am forced to buy a box with 100 sheets when I need many fewer, I
wonder if you have considered packaging these labels in smaller units.
Apparently, they do not store well and must be used fairly soon after purchase.
I would appreciate your cheque for $30 (which is about three quarters of the
purchase price) or a replacement of the 75 sheets of Avery address labels that I
had to discard. Enclosed is the bar code from the box I purchased.
Sincerely,
Enclosure
Current Date
Sincerely,
Enclosures
Current Date
Dear Allen:
Great Lakes offers three different programs: (a) an occupational A.S. degree with
a strong emphasis in both computer systems and business studies, (b) a transfer
program in preparation for a four-year program, and (c) a certificate program that
provides marketable skills in PC hardware and software support. I’m working on
the certificate program, and I’m very pleased with my studies thus far.
I chose this program because I’ve been hooked on computers since grade school
and because so many job opportunities are available for computer specialists.
Although this is a two-year program, it will probably take me three years because
I’m working part-time. The program here at Great Lakes is good; I can’t wait to
do my internship at a local company.
You can probably tell from this letter that I would recommend this major and this
program. If you’d like more specifics, I’ll send you our college catalogue.
Sincerely,
Current date
Enclosed is our cheque for $6,600 representing the amount you paid for three
employees to attend the Ace Executive Training Institute seminar titled
“Enterprise Project Management Protocol.”
Sincerely,
Enclosure
Current date
Your account will be credited immediately for $229.13 representing the value of
the items you returned in February. We apologize for the delay in crediting your
account. More than anything we hate to disappoint our customers. That’s why we
instituted our “No Surprise” policy some time ago, and that’s why you can count
on us to honour it.
At the time your returned items were received, our Accounting Department was
changing the way it handled returns. For some reason your return was not
immediately credited to your account. But I have personally called Accounting and
authorized the credit. I was assured that it will appear on your next statement.
To compensate you for your inconvenience and to encourage you to take another
look at our promotional items, we are enclosing a sample imprinted travel mug in
a gift box and a Coleman 8-quart jug cooler. These items, which you may keep,
would make exciting gifts for your clients. For your patience and patronage, we
are truly grateful and we look forward to serving you again soon. Remember that
Virtuoso is the most reliable source for the lowest priced imprinted promotional
products in the field.
Sincerely, Enclosure
Current date
Thank you for your teaching and encouragement during my four years of school
at Western College. Your courses in financial management, advanced investment
finance, and international finance helped to prepare me for my new job as a
junior financial analyst.
Thank you for writing highly of my work as a student. You were an excellent
teacher, and I learned a great deal from your courses.
Sincerely,
Current date
Thanks so much for sharing your home and hospitality with all of us last Friday
evening.
Your home was decorated beautifully for the holidays, and the roasted turkey was
elegantly prepared and served. Everyone remarked at what a pleasure it was to
enjoy such a delightful evening sharing good food and conversation with friends.
Perhaps we did not resolve the issue of exorbitant salaries for athletes, but we
certainly thrashed it out.
We appreciate the opportunity you provided for us to spend time with you and
with our coworkers.
Sincerely,
DATE: Current
TO: Instructor
FROM: Your name
SUBJECT: BON MOTS FOR SPECIAL OCCASIONS
As you requested, I am submitting a list of “bon mots” that are appropriate for
use in celebrating office birthdays and retirements. These were located at Web
sites such as www.birthdaycelebrations.net. Here are selected short quotes for
office celebrations:
Birthdays
“You wear your birthdays well.”
“Age isn’t important unless you’re a cheese.”
“Aging is bad, but consider the alternative.”
“May you have the gift of a beautiful day.”
“Never regret growing old. Many are denied the privilege.”
“The best things in life are not things—they’re people like you.”
“The secret of staying young is to live honestly, eat slowly, and lie about your
age.”—Lucille Ball
“Old age is like everything else. To make a success of it, you’ve got to start
young.”—Fred Astaire
Retirement
“Retired but not tired!”
“Twice as much time; half as much money.”
“Today is your day!”
“Working people have a lot of bad habits, but the worst of these is work.”—
Clarence Darrow
“You’re good enough, you’re smart enough, and doggone it, people really like
you!”—Stewart Smalley, Saturday Night Live
confidential information
best impression
But a letter to a customer who complained about a frozen food product may simply
express appreciation for the customer’s letter; it may also explain how the company is
redoubling its quality control efforts. Resale or sales promotion material depends on the
situation and the product. But many companies look on any message to a customer as
an opportunity to sell themselves and their products.
Unhappy customers have, naturally, lost some degree of confidence in the company and
its products or services. Regaining that confidence and re-establishing good feelings is
crucial for future business. Regaining confidence requires more than a general
form-letter statement, such as “We apologize for any inconvenience this has caused.”
When possible, companies should provide specific explanations of what is being done to
rectify the conditions leading to the product failure or dissatisfaction. Warm, simple, and
sincere language helps, too. Many companies extend coupons for free products or
services so that customers will give the company a second chance.
Business letters are important when a permanent record is required, when formality is
necessary, and when a message is sensitive and requires an organized, well-considered
presentation. (textbook, p. 183)
2. What three activities should you perform in Phase 1 of the writing process for a
business letter? (Obj. 1)
In Phase 1, you should determine your purpose, anticipate the reaction of your audience
to this message, and visualize the audience. (textbook, p. 184)
(textbook, p. 186)
Frontloading refers to stating immediately why you are writing. It’s important because the
reader can anticipate and comprehend what follows. (textbook, p. 186)
Business letters should begin with the main idea or purpose instead of an explanation.
Most writers review the background of a problem, discuss the reasons for the action, and
then request an action. For routine business letters, start with the request. (textbook, p.
186)
6. What is goodwill? Briefly describe five ways to develop goodwill in a letter. (Obj.
2)
7. For order letters, what information goes in the opening? In the body? In the
closing? (Obj. 3)
The opening should include authorization for purchase ("Please send me"), the method of
delivery, and the catalogue or online source. The body should list the quantity, item
number, description, and price of each item. The closing should express appreciation, tell
when items are expected, and identify the method of payment. (textbook, pp. 190–191)
9. In complying with requests, why is it especially important that all facts are
correct on letters written on company stationery? (Obj. 5)
Because letters written on company stationery are considered legal contracts, their facts
and figures must be carefully checked. (textbook, p. 198)
10. What is an adjustment letter, and what are a writer’s three goals in writing
adjustment letters? (Obj. 6)
(textbook, p. 200)
Goodwill messages are selfless, specific, sincere, spontaneous, and short. (textbook, p.
202)
Quiz 5
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 5 (Chapter
9).
Introduction
The routine e-mail messages, memos, and letters you have studied so far have one thing in
common: they are designed to effectively and efficiently inform the audience of your
message under positive or neutral circumstances. There are times, however, when the
intended audience may be skeptical or not immediately open to your message. For
example, a business must persuade customers to use its product or service, or an
employee may need to convince a manager that new equipment is required to increase
efficiency. In such cases, using specific writing techniques can help to persuasively present
the message.
Chapter 10 describes how the 3-x-3 writing process may be used to construct persuasive
documents. It also describes techniques for ethically changing your audience’s views or
overcoming resistance to an idea. Specifically, the chapter covers the issues of
By combining the strategies discussed in this chapter with a strong knowledge of your
organization and your audience, you will be able to craft messages that are both persuasive
and ethical. Such skills are essential to the growth and prosperity of any organization.
writing activity
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Weaknesses:
Fails to close with a specific action to be taken and an end date. Omits
motivation to act.
Revision:
DATE: Current
TO: Candace Daly, Vice President, Marketing
FROM: Robert Forsythe, Exhibit Manager
SUBJECT: REDUCING A MAJOR EXPENSE AT TRADE SHOWS
At your suggestion, I’ve been searching for ways to reduce our trade show
exhibition costs. One of our major expenses is the booth gift that we present to
visitors.
With increasing travel costs and decreasing trade show budgets, we at Life
Fitness have had to look carefully at how we spend our limited funds for
exhibitions. We have decreased the number of shows in which we participate,
and we take fewer booth staffers. But here is significant way in which we can
reduce a substantial expense.
Note: You may ask why this memo is not written directly. Actually, the direct
strategy is definitely a possibility. We have assumed that the writer thought it
necessary to use persuasion. If this memo were developed directly, the following
opening might be used: “We can save $22,000 at the next trade show by giving
away cheaper, yet nicely made, T-shirts as booth gifts.”
Weaknesses:
Uses immoderate language (implies that the salesperson lied, calls the
transaction a “ripoff”).
Does not make it easy for the reader to agree and respond.
Revision:
Current date
The four E-Studio 120 photocopiers that we purchased three months ago are
inadequate for our volume of copying.
Although we told your salesperson, Julia Franks, that we averaged 3000 copies a
day, she recommended the E-Studio 120. This model appears to have been the
wrong choice for our heavy use, and we’re disappointed in its performance.
Therefore, we’d like to trade in our four E-Studio 120 copiers (about $2500 each,
as shown on the enclosed invoice) on the purchase of two E-Studio 600 copiers
(about $13,500 each).
When I discussed this possibility with your district manager, Ron Rivera, he said
that we would be charged 50 percent depreciation if we traded in the four
E-Studio 120 copiers. That amounts to $5000, a considerable sum for three
months of copier use. We think a depreciation rate of 20 percent is more
The E-Studio 120 machines were used a short time, and they can be resold
easily.
You’ll be making a sizable profit when we purchase two E-Studio 600 copiers.
Your service technicians will save time by making fewer trips to repair our
overworked E-Studio 120 machines.
Please approve my request to trade in four E-Studio 120 copiers for a value of
$8000 (allowing for 20 percent depreciation) toward the purchase of two
E-Studio 600 models. Just initial this letter showing your approval, and return it
to me in the enclosed envelope. I’ll work out the details of the new purchase with
your salesperson.
Sincerely yours,
Enclosure
Answers will vary. Be aware of the strategies used in sales letters; such
awareness will make you a better consumer.
DATE: Current
TO: Douglas A. Goings, Manager, Human Resources
FROM: Ashley Arnett, Accounting
SUBJECT: Improving Employee Productivity, Morale, and Recruiting
We employees here at First Bank think that the two most important elements in
workplace productivity are skills and high morale.
Enclosures
Current date
Even when servers have given good service, some customers leave no tip. This is
a serious problem for the servers at Tejas. Many of us have gotten together and
decided to bring the problem––and a possible solution––to your attention in this
letter.
Some restaurants, such as the new Porte Rouge restaurant in Montreal, now add
a 15 percent tip to the bill. Other restaurants are printing gratuity guidelines on
bills. In fact, American Express now provides a calculation feature on its
terminals so that restaurants can choose the tip levels they want printed. In
Europe a service charge of 10 to 15 percent is automatically added to a bill.
We servers feel that a mandatory tip printed on bills would work well here at
Tejas. We know that we give good service, but some customers forget to tip. By
printing a suggested tip on the cheque, we remind them so that they won’t
forget. A printed mandatory tip also does the math for them, which is an
advantage for customers who are not too good with figures.
Printing mandatory tips on bills not only helps customers but also proves to the
staff that you support them in their goal to receive decent wages for the hard
work they do. A few customers might resist, but these customers can always
crossout the printed tip if they wish. If you have any doubts about the plan, we
could try it for a six-month period and monitor customer reactions.
Sincerely,
Would you like to increase your commitment to your community and improve
your job skills? Project H.E.L.P. is an opportunity for employees to train and
encourage local students. You can also improve your own supervisory and
interpersonal skills.
Project H.E.L.P. teams major corporations and their employees with the Bruce
County District School Board to give young people on-the-job training. This
semester 12 Prudential employees will share their expertise with 50 students
who need on-the-job experience. Students will serve in the Claims, Word
Processing, Corporate Media Services, Marketing, Communications, Library, and
Administrative Support departments. Company employees from those
departments will supervise and instruct students for four hours per week at the
Prudential Newark facility.
As they instruct, lead, and supervise students, Project H.E.L.P. volunteers will
gain the opportunity to hone their own supervisory, speaking, and interpersonal
skills. With two hours of release time per week to work with students, employees
are supported by the company as they improve their own skills. Most of all,
however, employees will enjoy knowing that they have helped students gain
real-world business experience.
Prudential employees who have worked with Project H.E.L.P. know that being a
Project H.E.L.P. volunteer is satisfying and rewarding. If you would like to be a
part of this worthwhile project, please reply to this e-mail by August 6.
DATE: Current
To save your time and to reduce your frustration, we are suggesting that anyone
who schedules employee meetings in the future give serious thought to these
questions:
Current date
Tumbleweed Pizza has a reputation for excellent pizzas made from its secret
recipes. Naturally, when Tumbleweed Pizza was asked to distribute its product in
grocery and convenience stores, the company sought only excellent legal advice
for doing so.
We would like to continue working with your prestigious firm, Mr. Lancombe.
However, we expect accurate billing statements and competitive rates. Please
adjust the billing hours and rate to reflect a reasonable assessment of your
services. Since we would like to send you a cheque before our fiscal year closes
June 30, your response before June 20 would be greatly appreciated.
Sincerely,
10.12 Fast-Food Wraps That Decompose Like Grass and Leaves (Obj. 5)
Many fast-food restaurants have turned to paper after consumer groups insisted
on banning polystyrene packaging, which is almost indestructible when
discarded. But paper packaging is expensive and offers reduced performance.
EarthShell offers a better solution.
1. How are requests for action and sales letters similar and how are they
different? (Objs. 3 and 4)
Persuasive requests for action and sales letters are similar in that writers should use the
However, the contents used by the writer when applying the pattern would be quite
different. If the writer were requesting that a company change its method for
calculating bonuses for sales representatives, he or she might focus on the current
problem. Plenty of facts would be needed to support the case. To reduce resistance, the
writer must anticipate and counter possible objections. The closing would include a
specific action for the reader to take.
Sales letters follow the same general plan but focus on the product or service being
sold. They might include rational or emotional appeals, testimonials, guarantees, gifts,
and deadlines for action.
2. What are some of the underlying motivations that prompt individuals to agree
to requests that do not directly benefit themselves or their organizations?
(Objs. 2–4)
Many people and organizations agree to requests to donate money, time, equipment,
and expertise because they are interested in a project or because they see indirect
benefits. For example, many computer companies donate equipment to schools, hoping
that young users will become fans of their equipment and think well of them. Some
requests are granted because of feelings of ego, guilt, and duty. And many companies
genuinely want to give something back to their communities.
3. In view of the burden that “junk mail” places on society (depleted landfills,
declining timber supplies, overburdened postal system), how can “junk” mail
be justified? (Obj. 4)
Some would argue that junk mail can’t be justified and that the burden is greater than
the benefit. But direct mail marketers disagree. Their service stimulates business by
bringing messages directly to customers. Many companies find this to be the most
efficient and cost-effective method for selling their products. The huge increase in direct
selling through catalogues is testimony to the success of direct marketing. People want
the convenience and selection presented by direct selling. However, if environmental
activists convince enough people that the burden outweighs the value, direct mail
marketing could be controlled or reduced.
4. Why is it important to know your needs and have documentation when you
make requests of superiors? (Obj. 3)
Knowing in concrete terms what is needed and having the documentation to support the
request will help employees make a favourable impression on superiors. When
employees don’t think through the situation and the possible negatives involved, they
will not be taken seriously and will be considered unprepared and incompetent.
gaining attention
building interest
reducing resistance
motivating action.
(textbook, p. 218)
2. List six or more techniques for opening a persuasive request for a favour. (Obj.
2)
To open a persuasive request for a favour, you could use any of the following:
problem description
unexpected statement
reader benefit
compliment
related fact
stimulating question
3. List techniques for building interest in a persuasive request for a favour. (Obj.
3)
To improve the success rate of your persuasive requests, use any of the following
techniques that are appropriate to the situation: provide facts, statistics, expert opinion,
examples, or specific details; show direct and indirect reader benefits. (textbook, pp.
222–225)
To reduce resistance to persuasive requests, play What if? scenarios, anticipate and
counter reader objections, establish your credibility and that of your request, and show
how your proposal will be helpful. (textbook, p. 222)
Asking for a specific action and making it easy to respond are effective ways to end
persuasive request letters and memos. (textbook, p. 222)
Persuasion becomes unethical when facts are distorted, overlooked, or manipulated with
the intent to deceive. Being unethical is not limited to lying; it can also mean including
only data that support your assertions. (textbook, p. 221)
Direct benefits help the receiver specifically—for example, providing a mug, pencil, or
pen with the receiver’s name on it. Indirect benefits come from feeling good that others
will benefit—for example, a company contributes books to a local library or donates
canned goods to the local homeless shelter. (textbook, p. 222)
9. Why are persuasive messages usually longer than direct messages? (Objs. 1–4)
Persuasion takes longer because the writer must include explanations and benefits as
well as obtain the necessary action. (textbook, p. 225)
The tone of a claim should be calm and moderate. Avoid venting anger and sounding
illogical. Reason and logic are better motivators than anger. (textbook, p. 225)
12. Name eight or more ways to attract attention in opening a sales message. (Obj.
4)
To attract attention in the opening of a sales message, use any of the following:
offer or promise
anecdote or story
question
quotation or proverb
product feature
testimonial
startling statement
personalized action setting
solution to a problem
relevant current event
(textbook, p. 230)
13. How do rational appeals differ from emotional appeals? Give an original
example of each. (Obj. 4)
14. Name five or more ways to motivate action in closing a sales message.
(Obj. 4)
Ways to motivate action in the closing of a sales message include the following:
Offer a gift.
Make a promise.
Offer an incentive.
Limit the offer.
Set a deadline.
Guarantee satisfaction.
Mention that the offer is good only while supplies last.
15. List five or more topics that an organization might feature in a press
release. (Obj. 5)
A press release may feature the following topics: new products, new managers,
new facilities, participation in community projects, awards given or received, joint
ventures, donations, or seminars and demonstrations. (textbook, p. 234)
Quiz 6
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 6 (Chapter
10).
Learning Objectives
1. describe the goals and strategies of business communicators in delivering bad news,
including knowing when to use the direct and indirect patterns, applying the writing
process, and avoiding legal problems.
3. identify routine requests and describe a strategy for refusing such requests.
Introduction
Business (and life!) would be simpler if nothing ever went wrong. We would never have to
worry about being disappointed or disappointing others. Unfortunately, all businesses
sometimes encounter situations that could cause negative feelings for those involved. In
such circumstances, it is important to use specific techniques to communicate bad news in
the most sensitive and effective way possible. Skilful communication can often reduce
potential damage to business relationships and even bring about positive results and
increased feelings of goodwill.
Chapter 11 describes
important goals of effectively delivering bad news, and how using the indirect and direct
patterns along with the 3-x-3 writing process can aid in achieving these goals
The chapter concludes with a reminder that different cultures may use very different
strategies to present bad news so extra care is required when communicating bad news to
an international audience.
Negative messages are among the most challenging to deliver. However, an effective
business communicator can often turn such challenges into opportunities or at least reduce
potential negative consequences for the organization.
writing activity
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b. A memo from the manager denying an employee’s request for special parking
privileges. The employee works closely with the manager on many projects.
Indirect
a. Performance reviews are given only after employees have been on the job for
12 months.
c. Although your complete order cannot be shipped at this time, the four oak
desks should arrive within five days.
d. Although smoking is not allowed within 1.5 m of a public building, the college
has set aside 16 outdoor smoking areas.
a. Although all our present funds are needed to lease new equipment and
offices for our new branch in Richmond, we hope to be able to support this
endeavour in the future.
b. Because our billboard space was completely filled during the holidays, we
hope to display your message, as promised, next month.
c. We have your fresh fruit basket ready and will ship it as soon as you call us
with your credit card number.
d. Accentuate the positive: We can assure you that on return visits you will
be treated royally by our well-trained staff.
e. Too painful and specific. Keep the explanation vague and refer the
applicant to your credit-reporting agency for more information.
Weaknesses:
Revision:
Current date
Ms. Martineau and I were pleased to interview you last Thursday and tell you
something about Vortec Enterprises and its operations.
You have our best wishes in finding exactly the right position to match your
background and education.
Sincerely,
Kearns is the sales manager and presumably is the main contact that Tyra
has with the printing company; therefore, it is his responsibility to deliver the
news. Under some circumstances, it might be appropriate to have someone
higher up in the organization, such as the CEO, place the call. Two
circumstances that might justify this approach: (a) Kearns wants to
emphasize that the company is taking this problem seriously and wants to go
all out to convince the client that the client is important; and (b) the
insurance company is one of the printing company’s biggest clients.
Immediately.
In describing the problem and apologizing, Kearns might say, “We discovered
just this morning that your cheque order will not be printed by the date I
originally promised you it would be ready. I apologize for causing a difficult
situation for your company.”
In explaining how the problem occurred, Kearns might say that the employee
who schedules orders to be printed misread the promised delivery date for
your cheques, so he didn’t schedule your printing order early enough for it to
be ready when you requested. Kearns might add, “As soon as we discovered
the mistake, your order got moved to the front of the production queue and
is being printed as we speak. As soon as the cheques come out of
production, we will ship them to you via FedEx Express SameDay delivery.
We will cover the increased shipping cost necessary to get your cheques to
you more quickly. Plus we’re giving you a 10 percent discount on the cost of
this order to compensate you in a small way for the inconvenience we’ve
caused you.”
In concluding his telephone call, Kearns should strive for a positive tone that
promotes goodwill: “Your satisfaction is what is important to us, and we’re
working extra hard to make sure you’re satisfied with how we’re handling
this situation.”
Kearns should write a follow-up letter that documents the phone call and
promotes goodwill. In addition, Kearns should keep in close contact with Tyra
until the problem is resolved. Confirm that the air freight delivery arrives
when it is supposed to arrive. If the shipment does not arrive on time, track
the delivery with the shipping company to determine its status. Confirm the
delivery of the remainder of the order that is coming by truck.
1. Does bad news travel faster and farther than good news? Why? What
Students will probably respond that bad news does travel faster and often farther than
good news. Why? Good news is not as interesting and doesn’t always provoke action.
Bad news often makes people angry, and they wish to vent their anger or seek revenge
by broadcasting their views. One writer claims that the recipient of good news tells
about six other people, while the recipient of bad news tells about eleven other people
(Mascolini, M. [June, 1994]. Another Look at Teaching the External Negative Message,
The Bulletin, 45 ). The implication for companies dealing with the public is to use all
means possible to retain customer goodwill. When revealing bad news, seek ways to
soften it, look for alternatives, and employ a warm, caring tone.
2. Some people feel that all employee news, good or bad, should be announced
directly. Do you agree or disagree? Why? (Objs. 1–5)
The times have changed. At one time with top-down, dictatorial management styles,
employees were told what to do. Today, however, management is more participatory
and team oriented. Gaining the compliance and cooperation of employees is now
recognized as beneficial to management in boosting productivity and serving customers.
Caring about employees’ reactions to any news, good or bad, means careful crafting of
messages. The indirect strategy might be appropriate for some messages, especially if
management wants to maintain the goodwill of employees as well as that of customers.
3. Consider times when you have been aware that others have used the indirect
pattern in writing or speaking to you. How did you react? (Objs. 1–5)
You may indicate that you appreciated the indirect pattern because it was more tactful
and made you feel that the communicator cared about your feelings. On the other hand,
you may suggest that you felt you were being manipulated and that you distrusted the
communicator who was not forthright. You may also say that you were impatient to
hear the bottom line, that you disliked “beating around the bush.”
Most business communicators feel that using the indirect pattern prepares the reader
for bad news or for an important idea. Other communicators contend that the indirect
strategy is unethical. However, it is not unethical to make the best presentation
possible. To say that something is unethical is to suggest dishonesty. It’s not dishonest
to delay bad news in an effort to protect the feelings of the receiver. The important
point to recognize here is assessment of the receiver’s reaction. If you feel that the
receiver would prefer to have the news directly, then do just that.
4. How effective is the following advice for supervisors? “Most bad news doesn’t
have to be given to employees. Instead, ask your employees two open-ended
questions: How do you think you performed? and How could you do better next
time? (Obj. 5)
This advice is intended to help supervisors avoid the unhappy task of delivering bad
news or confronting underperforming employees. Much of the time this advice will
probably work. Employees almost always recognize a problem and, with
encouragement, can figure out what would have worked better. This approach
demonstrates empathy on the part of the supervisor and encourages professionalism on
the part of the employee. But this approach doesn’t always work. When it doesn’t, the
supervisor should be prepared to use some of the techniques discussed in this chapter
1. Why is the indirect strategy appropriate for some bad-news messages? (Obj. 1)
The indirect strategy is appropriate for messages that may disappoint, irritate, or anger
receivers. It tends to reduce the pain and soften the effects of bad news. (textbook, p.
243)
2. What are four goals when a business communicator delivers bad news? (Obj. 1)
Following are four goals of the communicator when delivering bad news:
The four parts of the indirect message pattern include the following:
The buffer is a neutral or positive opening that does not reveal the bad news.
The reasons explain the causes for the bad news before disclosing it.
(textbook, p. 246)
4. Name five situations in which the direct pattern should be used for bad news.
(Obj. 1)
Appropriate buffers might start with the best news, a compliment, appreciation,
agreement, facts, understanding, or an apology. (textbook, p. 246)
Sandwich the bad news between other sentences. Avoid placing the bad news at
sentence and paragraph beginnings.
Use the passive voice (instead of "We don’t admit uninsured patients," say "
Uninsured patients cannot be admitted").
Place the bad news in a subordinate clause beginning with although , as , because , if ,
or since .
Emphasize the positive (instead of "Your order cannot be delivered until August 1,"
say "Your order will be delivered August 1").
Suggest an alternative.
(textbook, p. 248)
7. Name four kinds of routine requests that businesses must frequently refuse.
(Obj. 3)
favours
money
information
action.
(textbook, p. 249)
Be sensitive when refusing invitations because these responses are often taken
personally. (textbook, p. 251)
9. What is the major difference between bad-news messages for customers and
those for other people? (Obj. 4)
Bad-news messages for customers may include resale or sales promotion emphases.
(textbook, p. 253)
explaining why the problem occurred, what is being done to resolve it, and what
measures are being taken to prevent its recurrence
following up with a letter that documents the phone call and promotes goodwill.
(textbook, p. 253)
11. List four goals a writer seeks to achieve in writing messages that deny credit
to prospective customers. (Obj. 4)
(textbook, p. 257)
12. Why should a writer be somewhat vague in the reasons portion of a letter
rejecting a job applicant? (Obj. 4)
(textbook, p. 260)
13. Why is the reasons-before-refusal strategy appropriate for customers who are
unhappy with a product or service? (Obj. 4)
This strategy enables the writer to offer explanations while the customer is still
attentive. It enables the writer to be empathic. (textbook, p. 247)
14. What actions are tactful, professional, and safe when a subordinate must
personally deliver upsetting news to a superior? (Obj. 5)
Gather all the information, prepare and rehearse, explain what happened and how it will
be fixed; consider taking a partner, consider timing, and be patient with the reaction.
(textbook, p. 259)
In Latin countries it’s considered disrespectful and impolite to report bad news to
superiors. (textbook, p. 262)
Quiz 7
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 7 (Chapter
11).
Learning Objectives
1. describe business report basics, including functions, patterns (indirect or direct), writing
style, and format.
Introduction
To this point in the course, you have studied the basic 3-x-3 writing process and how it can
be applied to a variety of standard business documents. We will continue this pattern by
examining another class of business documents—reports and proposals.
basics of business reports, such as functions, patterns, formats, and writing style
applying the 3-x-3 writing process to business reports
research for business reports, including both primary and secondary sources
appropriate use of graphics to create meaning and interest
purposes and techniques for documentation (e.g., paraphrasing) in business reports.
Keep in mind that while reports share many features with other documents (such as memos
and letters), they are usually meant to flow upward—from employees to management. By
learning to write effective reports, you can enhance your image with superiors and help
your organization make wise decisions.
writing activity
writing activity
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a. Last winter a severe ice storm damaged well over 50 percent of the pear
trees lining the main street in the small town of Somerset. The local
university’s experts believe that well over 70 percent of the damaged trees
will die in the next two years and that this variety is not the best one for
providing shade (one of the major goals behind planting them eight years
ago).
Problem Question : Should the town council consider uprooting the trees and
planting a sturdier variety, one that will more likely withstand ice storms and
provide more shade for the merchants and their customers?
b. Health Canada's new food and drug regulations have changed the definitions
of common terms such as fresh , fat free , low in cholesterol , and light . The
Big Deal Bakery worries that it must rewrite all its package labels. Big Deal
doesn’t know whether to hire a laboratory or a consultant for this project.
Purpose : To investigate how new Health Canada regulations affect Big Deal
package labels and to determine if a laboratory or a consultant is necessary
to comply with the new regulations.
c. Customers placing telephone orders for clothing with James River Enterprises
typically order only one or two items. JRE wonders whether it can train
telephone service reps to motivate customers to increase the number of
items ordered per call.
Outline Key:
A. Does CBC offer training seminars, guest speakers, and other resources for
tour operators?
B. Would Magic Mountain allow us to conduct training there?
C. Would Griffith Park allow tour trainees to practise there?
e. Figures comparing the costs of cable, DSL, and satellite Internet service in
ten major metropolitan areas of Canada for the past ten years (for a
parliamentary investigation). Table
Conclusion: Sweden has the highest and Japan has the lowest tax rate as
a percentage of gross domestic product for the industrial
countries shown.
Emphasize percentages and countries in the graph. In the title emphasize that
the numbers represent tax rates as a percentage of gross domestic product.
1. When you are engaged in the planning process of a report, what is the
advantage of factoring (the process of breaking problems into subproblems)?
(Obj. 2)
Factoring enables a writer to identify key issues to address and begin to outline an
organizational structure. This process helps the writer ensure that the issues are
relevant and address the concerns outlined in the audience analysis. More importantly,
it lays the groundwork for the work plan.
2. For long reports, why is a written work plan a wise idea? (Obj. 2)
Preparing a written work plan forces you to evaluate resources, set priorities, outline a
course of action, and establish a time schedule. Having the plan will keep writers on
schedule and give management a means of measuring progress.
4. Some people say that business reports never contain footnotes. If you were
writing your first report for a business and you did considerable research,
what would you do about documenting your sources? (Obj. 5)
Although some people do assert that business reports never contain documentation, it’s
dangerous to avoid revealing your sources. The best plan is to check with your
supervisor or look in the files to see how previous reports have been documented. If
you don’t see evidence of sources, it’s best to make a list of all your sources and be
prepared to submit it should someone ask where the information came from. Even if
your company does not have a general documentation style, you should carefully note
where your information came from. Another possibility is to note your sources with
textual comments, such as this: “According to an article on page 15 in Canadian
Business on December 16, 2008, the rate of increase was....” Never assume that giving
credit to or documenting your sources is unnecessary.
letters
memos
manuscripts
printed forms
digital formats.
(textbook, p. 278)
6. What questions should you ask to anticipate your audience’s reaction? (Obj. 2)
Report writers should ask the following questions about their audiences:
(textbook, p. 281)
8. Discuss five techniques that you think are most useful in enhancing a Web
search. (Obj. 3)
Techniques that are useful in enhancing a Web search include the following:
Become familiar with a search tool by reading Help, FAQs, and How-to-Search
sections.
Keep trying if your search turns up nothing. Check your spelling. Check the syntax
of your Boolean operators. Try synonyms and variations on keywords.
(textbook, p. 289)
9. Why are your professors likely to discourage your use of Wikipedia, blogs, and
many other sources found on the Web as sources in your reports. (Obj. 4)
The biggest problem with wikis, blogs, and other team-generated content is that they
usually don’t last and, therefore, are not always verifiable as sources. In contrast to
print publications and peer-reviewed journals, the content on the Web is often fleeting.
Also, the quality of the contributions is inconsistent at best. In addition, relying on
encyclopedias amounts to lazy scholarship and poor research skills. (textbook, pp. 289–
290)
The four major sources of primary information are surveys, interviews, observation, or
experimentation. (textbook, p. 291)
A pilot study helps the researcher learn whether the survey works as expected. It
enables the researcher to correct any questions or wording that might be confusing or
change any techniques that could make the survey more effective. (textbook, p. 292)
Including direct quotes is acceptable when such quotations strengthen the point
being made. But writers must credit the original source.
(textbook, p. 295)
13. List two strategies for managing your research data. (Obj. 6)
(textbook, p. 290)
Bar and line charts provide a visual overview or impression of trends, but they lack
exactness. Tables provide precise figures and values, but important points and
trends are not immediately visible. (textbook, pp. 299–300)
15. What is the major advantage of using a pie chart to illustrate data? (Obj.
7)
Pie charts help readers visualize a whole and the proportion of its component
parts. (textbook, p. 300)
Quiz 8
Learning Objectives
1. use tabulating and statistical techniques to sort and interpret report data.
2. draw meaningful conclusions and make practical report recommendations based on prior
logical analysis.
Introduction
So far, you have been introduced to the main elements of business reports and how the
3-x-3 writing process is applied to planning such reports. Now, in Chapter 13, you will
examine more closely how information is organized and analyzed to produce an effective
report. You will also apply the 3-x-3 writing process (Phase 2) to actually write business
reports.
writing activity
writing activity
writing activity
optional activity
Give a cloth bag with each major purchase, 11.3 2.7 86.1
the cost to be included in registration fees
d. The following are possible recommendations based upon the data collected:
Encourage students who want bags to purchase the bargain $3 cloth bag.
Put signs in the bookstore to promote cloth bags.
d. Although red light camera programs are expensive, they prevent crashes and
are, therefore, worthwhile. Conclusion
e. The city of Centreville should not implement a red light program because of the
program’s cost. Recommendation
f. Red light programs are not necessarily profitable for local governments.
Conclusion
b. A report describing the history of the development of dwarf and spur apple
trees, starting with the first genetic dwarfs discovered about 100 years ago
and progressing to today’s grafted varieties on dwarfing rootstocks. Time
d. How to Implement Instant Messaging Rules - This talking head is much better
than, say, “Instant Messaging” or “Rules.”
e. Case History: Focusing on Customer Service - This head combines talking and
function.
1. Researchers can draw various conclusions from a set of data. How do you
know how to shape conclusions and recommendations? Why? (Obj. 2)
Conclusions and recommendations should reflect the original assignment. What do the
data mean in terms of solving the original problem? Conclusions and recommendations
may be shaped to agree or disagree with the goals of the person or organization
authorizing the report. Generally, researchers strive to be objective. They avoid letting
preconceptions colour their reasoning. But the conclusions drawn depend greatly on the
viewpoint of the researcher and the organization’s goals.
Reports are written to supply information to readers. Therefore, writers must carefully
consider both the background and information needs of their audiences.
Recommendations that are impractical or unacceptable to those who authorize reports
will serve no purpose. Analyzing the audience and anticipating its response will help
report writers to develop recommendations that will work and that are likely to be
implemented.
Like letters and memos, reports may be organized directly or indirectly. The reader’s
expectations and the content of a report determine its pattern of development.
Corporate annual reports may have some parts developed directly while other parts are
arranged indirectly. Reports should be organized for the convenience of the reader.
Determine and then implement the most appropriate pattern for the audience of every
report.
4. What are the major differences between informational and analytical reports?
(Objs. 4 and 5)
Analytical reports differ significantly from informational reports. Although both seek to
collect and present data clearly, analytical reports also analyze the data and typically try
to persuade the reader to accept the conclusions and act on the recommendations.
Informational reports emphasize facts; analytical reports emphasize reasoning and
conclusions.
Tabulation involves simplifying, summarizing, and classifying data. For example, the
Statistics Canada Census Bureau must tabulate the huge amounts of data it collects.
Tabulation is necessary in order for the researcher to draw valid conclusions and make
reasoned recommendations. (textbook, p. 308)
3. Calculate the mean, median, and mode for these figures: 3, 4, 4, 4, 10. (Obj. 1)
The mean or average is 5 (divide the total by the number of units); the median is 4 (the
midpoint in a group of figures arranged in order—either smallest to largest or largest to
smallest); the mode is 4 (the number that occurs most frequently). (textbook, p. 309)
Grids help researchers analyze complex verbal data. Data are arranged systematically in
rows and columns so that comparisons can be made. (textbook, p. 309)
5. What are the two most widely read sections of a report? (Obj. 2)
The conclusions and recommendations are the two most widely read sections of a
8. Name five methods for organizing report data. Be prepared to discuss each.
(Obj. 3)
The five methods for organizing report data are the following:
Importance: Beginning with the most important information and proceeding to the
least important, or vice versa.
Criteria: Establishing criteria that readers can use to judge the information with
consistency.
9. What three devices can report writers use to prevent readers from getting lost
in the text? (Obj. 3)
an introduction that explains the report purpose and previews main points
headings.
10. Informational reports typically are organized into what three parts? (Obj. 4)
Information reports are generally organized into the following three parts:
introduction/background
facts/findings
(textbook, p. 318)
11. Describe periodic reports and what they generally contain. (Obj. 4)
Periodic reports describe recurring operations, such as sales, shipments, and customer
service calls. They generally contain a summary of regular activities, irregular events,
and special needs and problems. (textbook, p. 319)
Progress reports should contain the purpose and nature of the project, background
information, description of work completed, explanation of work in progress, anticipated
problems and remedies, future activities, and completion date. (textbook, p. 322)
14. What is a feasibility report? Are they generally intended for internal or
external audiences? (Obj. 5)
A yardstick report examines problems with two or more solutions. To evaluate the best
solution, the writer establishes criteria by which to compare the alternatives. The
criteria then act as a yardstick against which all the alternatives are measured.
(textbook, p. 328)
Quiz 9
Click Quizzes (in the Evaluation block on the course homepage) to go to Quiz 9 (Chapter
13).
Copyright
Answers to end-of-chapter questions on this course Web site have been adapted from the
Instructor’s Manual for Guffey, M. E., Rhodes, K., & Rogin, P. (2010). Business
communication: Process and product (3rd brief Can. ed.). Toronto: Nelson Education Ltd.
Reproduced by permission. www.cengage.com/permissions
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