ASSESSMENT 1

COMPLEX DOCUMENT

1. Detailed Business Letter

GP & ASSOCIATES

ACCOUNTING

Date

July 20, 2018

Sender's Address

GP & Associates

2053 SW Channing Avenue, Suite 400

Denver, CO 80016

Inside Address

Ms Tia Turfingeon

ACTION ITEMS

3400 Onesite Parkway

Denver, CO 80016

Saluation

Dear Ms. Turfingeon,

Body Text: I understand from our mutual acquaintance, Chad Johnson, that you are looking
to retain an accountant to assist you in the sale of your business. I would welcome the
opportunity to show you how GP & Associates was able to help Chad successfully sell his
business earlier this year.

As you'll see on our website, my associates and I have extensive experience in financial
accounting, internal audits, and tax compliance. For the past several years, we have
specialized in business evaluation and transition services for sellers. We enjoy working
closely with clients throughout the sale process to ensure a smooth transition. As our clients
can attest, our various pre-sale price improvement strategies can significantly optimize a
business's sale price.

Should you be thinking of purchasing another business, please note that we also offer
business acquisition services. For your convenience, I have enclosed additional information
describing GP & Associates full range of services.

Call to action: To set up an appointment to discuss your specific needs, please contact me at
303-449-0037. I know how busy you are, so I will give you a call on Tuesday to follow up if I
haven’t heard from you.

Best Regards,

Signature Block

Greg Parker

Enclosures

CC:
Date: Use month, day, year format, e.g., March 3, 2018 or 3 March 2018

Sender's Address: It is a good idea to include sender's email and url, if

available. Don't include this information if it's already incorporated into the
letterhead design. This will allow customers to find your small business more
quickly.

Inside Address: Use full name. Mr./Ms. is optional

Salutation: Be sure to use a colon at the end of the name, not a comma as in
personal letters

Body Text: State why you are writing. Establish any connection/mutual

relationship up front. Outline the solution, providing proof in the way of
examples and expert opinions. Group related information into paragraphs

Closing "Call to Action": State what the reader needs to do and what you
will do to follow up

Signature Block: Sign your letter in blue or black ink

Enclosures: Use if you have an enclosure

Carbon Copy: Use if you are sending a copy to additional person(s)

Use a professional tone: Save casual, chatty language for email - your

printed business letter should be friendly but more professional. As Scott Ober
suggests in his book Contemporary Business Communication, "The business
writer should strive for an overall tone that is confident, courteous, and
sincere; that uses emphasis and subordination appropriately; that contains
nondiscriminatory language; that stresses the "you" attitude; and that is
written at an appropriate level of difficulty." That said, be sure to sound like
yourself - you don't want your letter to read as if a machine wrote it.

Write clearly: State your point early in your letter. To avoid any

miscommunications, use straightforward, concise language. Skip the industry
jargon and instead choose lively, active words to hold your reader's attention.
Organize your information logically: Group related information into
separate paragraphs. In a long, information-packed letter, consider organizing
information into sections with subheads. You may want to highlight key words
to make them "pop" - this technique is possible with most word-processing
programs and your color multifunction printer.

Use Color To Emphasize Words In Text: It's easy to put a few words in

color to draw attention to them. Just select the type and click the arrow to the
right of the Font Color button, choose the color you want, then click the
button. Or, try highlighting a few words in the text. Select the type you want to
emphasize, then click the Highlight button. Note: When highlighting parts of a
document you intend to print, use a light color such as yellow, light green, or
light blue. If you wish to remove the highlighting, select the text and click the
Highlight button again.

AutoText automates applying color (or any type style), which would ordinarily
take numerous clicks or commands. Say you're creating a report that
compares your organization's performance against that of your competitor.
Word can automatically color your company's name every time it appears,
making those entries easy to locate.

Be persuasive: Establish a positive relationship with your reader right away.

If you have a connection to the reader - you've met before or have a mutual
colleague, for example - mention it in your introductory paragraph. Whether
you think your reader will agree with the point of your letter or not, it is
important to find common ground and build your case from there.

Understand your reader well enough to anticipate how he or she will react

when reading your letter. Address his or her needs or wishes, or a specific
problem, and then outline your solution. Provide proof in the way of examples
and/or expert opinions to back up your point. Make sure to maintain a friendly
tone.
Conclude your letter with a "call to action." State clearly what your reader
needs to do or believe to achieve the desired solution and then state what
you, the writer, intend to do next to follow up.

Proofread your letter: All your careful crafting and printing can't cover up
spelling or punctuation errors, which leave a lasting negative impression.
2. Speech

Speech Draft
WSMI Chairman, Akira Uehara
For 4th Asia Pacific Regional Conference of WSMI

Dr. Yu, thank you for your kind consideration. Dr. Omi, Sen. Tambling, Dr.
Reinstein, Mr. Darke, honored guests and conference participants, it is my
honor and pleasure as Chairman of WSMI to welcome you all to the 4 th Asia
Pacific Regional Conference of the World Self-Medication Industry.

This is a very special occasion, not only because we have come to this
beautiful city from twenty-six countries, but also that we have done so on the
30th anniversary of WSMI.

Perhaps it is a sign of the passage from youth into maturity for our world body
that we have such wide participation from Industry, regulatory agencies and
our other stakeholders in health. In Berlin, last year, WSMI launched its
Guiding Principles in Self-Medication. Giving voice to these principles is
another sign of WSMI’s maturity. We have collective knowledge of what
improvements can and should be made. We are not, however, so foolhardy
as to think that we can accomplish all of these improvements alone.

We have assembled an array of speakers from diverse perspectives:

academia, government, consumers, media, technology, pharmacy, general
practice traditional and indigenous practice, diagnostics, communications,
advertising and manufacturing industry. The Therapeutic Goods
Administration of Australia has been a partner in the planning of this
conference and, through this association, the Regulators’ Forum is
strengthened. We have come from twenty-six countries and have 30
regulators in our midst. Among the industry people here world-wide, regional
and local directors have come, as well as up-and-coming bright young people.
In short, we are a diverse group all committed to exploring together “Who wins
in self-medication?”.

Now please let me remind you of four issues of the commitment that I
declared in my first policy speech as chairman of WSMI in Berlin, last year.
Among these issues, I put the highest priority on “Industry activities from the
viewpoint of consumers”. The principals of self-medication are based on
consumers who demand “the right to know”, “the right to protect themselves”
and “the right to choose”. Accordingly, winning the support of consumers
leads to our win. In order to realize that win, it should be essential to provide
consumers with appropriate information through package labeling and
advertising media. Given the distinct progress of the IT revolution, emerging
Internet services imply the possibility of new way of providing information in
the 21st century.

This conference is also an opportunity to consider consumer interest in

complementary and herbal medicines --- especially in the Asia Pacific region,
but also around the world. These medicines pose new challenges for
appropriate regulation.

It is no wonder that the theme of “Harmony in Health” has been chosen for
this conference. While the current challenges and opportunities in this region
are many, clearly, WSMI well realizes that mutual goals will be best achieved
through partnerships with all the stakeholders concerned with responsible
self-medication.

For this industry, working together with consumers, government, regulators,

pharmacists, doctors, nurses and the media is vital if we are together to
improve health outcomes. Increased access and optimized consumer
information have to be achieved in the context of the commercial realities of
fast changing times. In particular, the maturity of our industry will be jugged by
our regulatory partnerships. In this, WSMI through the Regulators’ Forum has
made gratifying progress on which we will build over the next few days.

Australia is an excellent choice of venue because of the great progress here

in self-medication regulation and practice. WSMI has recently reviewed its
Voluntary Guidelines on Codes of Advertising Practice. From our Australian
colleagues we will hear some compelling examples of co-regulation --- for
example, the control of advertising of non-prescription medicines. The recent
developments in this area offer a model which other countries and WSMI
Member Associations may choose to examine carefully for possible relevance
or adaptation.

Finally, it is a privilege to serve as WSMI Chairman in these exciting times. I

look forward to speaking with as many of you as possible about our work in
the region.

Once again, welcome to Sydney. And I believe the Conference will bear fruit,
and successfully lead to the 14 th General Assembly and the 5 th Asia Pacific
Regional Conference held in Tokyo in 2019.

Without further ado, I give you once again Dr. Yu who will introduce our
keynote speaker.

Pick Your Main Ideas

Don't try to put too many ideas into your speech. Research shows that people
remember very little from speeches, so just give them one or two ideas to
hang onto. Remember, you only have one minute for your speech!

Write Like You Talk

Remember that you're writing a speech, not an essay. People will hear the
speech, not read it. The more conversational you can make it sound, the
better. So try these tips:

 Use short sentences. It's better to write two simple sentences than one
long, complicated sentence.
 Use contractions. Say "I'm" instead of "I am" "we're" instead of "we
are."
  Don't use big words that you wouldn't use when talking to someone.
 You don't have to follow all the rules of written English grammar. 
"Like this. See? Got it? Hope so." Your English teacher might be
horrified, but people don't always talk in complete sentences with verbs
and nouns. So try to write like people talk. 
 Always read your speech aloud while you're writing it. You'll hear right
away if you sound like a book or a real person talking!

Use Concrete Words and Examples

Concrete details keep people interested. For instance, which is more
effective? A vague sentence like "Open play spaces for children's sports are
in short supply." Or the more concrete "We need more baseball and soccer
fields for our kids."

Get Your Facts Together

You want people to believe that you know what you're talking about! So you'll
need to do some research. For instance, let's say your big issue is the
environment. You promise to pass a law that says all new cars must run on
electricity, not gas. That will cut down on air pollution! But it would help if you
had a few facts: How much bad air does one car create each year? How
many new cars are sold in the U.S. every year? So how much will pollution be
cut every year? Use the library or the Internet to do research. Your new policy
proposal will sound really strong if you have the facts to back it up.

There are many issues you can talk about at your inauguration. How do you
pick one? A good idea is to look inside yourself and find out what you feel
very deeply about. Maybe it's the environment. Or maybe you care about
stopping war. Or you feel passionate that all schools should have more art
and music classes. Or you feel that downloading music on the Internet should
be free! Your issue should reflect who you are and what you care about.

Persuade With a Classic Structure

In a speech where you're trying to persuade someone, the classic structure is
called "Problem-Solution." In the first part of your speech you say, "Here's a
problem, here's why things are so terrible." Then, in the second part of your
speech you say, "Here's what we can do to make things better." Sometimes it
helps to persuade people if you have statistics or other facts in your speech.
And sometimes you can persuade people by quoting someone else that the
audience likes and respects.

Simplify
After you've written a first draft of your speech, go back and look for words
you can cut. Cutting words in the speech can make your points more clear.
One speechwriter for a U.S. Senator has a sign above her desk that
says: "Fewer Words = Clearer Point." It helps her remember to always
simplify a speech by cutting out words.

3. Policy and Procedures

 Employee Referral Program Policy
Policy brief & purpose
Our Employee Referral Program Policy explains important aspects of our
employee referral procedures. We place great importance on referrals
because we trust our employees know what’s best for our company. We want
to make this process as smooth as possible for our employees and those who
they refer.

Scope
This Employee Referral Program Policy applies to everyone who refers a
candidate to our company.

Policy elements
What is an employee referral bonus?
Our company will give out rewards to every referrer. If you know someone
who you think would be a good fit for a position at our company, feel free to
refer them. If we end up hiring your referred candidate, you are eligible for
[$3000] referral bonus or [a trip to a destination of your choice/ Amazon
coupons.] Our employee referral rewards may be higher if we hire your
referred candidate in a hard-to-fill role. For example, if we hire your referral for
the position of [Data Scientist], you may receive [$6000.]

Additional rules for rewards:

 We guarantee that rewards will be paid out within [a month] of the date we
hired a candidate.
 There is no cap on the number of referrals an employee can make. All
rewards will be paid accordingly.
 If two or more employees refer the same candidate, only the first referrer
will receive their referral rewards.
 Referrers are still eligible for rewards even if a candidate is hired at a later
time or gets hired for another position.

Who can participate in our employee referral program?

All employees are eligible to participate in our referral program except for:

 Senior management (CEO, Managing Director.)

 Recruiters and hiring managers for positions for which they’re hiring.

Note that hiring managers can’t refer anyone for a position for which they
are directly or indirectly responsible. But, they can refer someone for a
position that’s in a different department, office or function. This exception
doesn’t apply to executives and senior management.

Vendors, contractors, consultants and former employees are also eligible to

refer candidates.
 Who can be referred?
We have two conditions for candidates who can qualify you for our rewards.
They should:

 Have not applied to our company for at least a year.

 Be hired as permanent full- or part-time employees (not as temporary
employees or contractors.)

Our company may use an online form or a platform where employees may
refer candidates. You can also reach out directly to our [HR/recruiters/Talent
Acquisition Manager] with referrals.

Generally, we encourage you to check our open positions and consider your
social networks and external networks as potential resources for referred
candidates.

Keep in mind that rewards may be subject to taxation. Please contact HR or

our referral program manager for more information.

We may change our referral bonus program over time to add more interesting
incentives. We also reserve the right to abolish certain rewards if they prove
ineffective or inefficient. We’ll communicate any change clearly and timely.
Employees who referred candidates before a reward was abolished will still
receive the appropriate reward.

We’d like to remind our employees that we are an equal opportunity employer
and do not discriminate against protected characteristics. Our referred
candidates may take precedence in the hiring process. We guarantee that all
candidates will be given the same consideration and will pass through our
established procedures.

Drafting a Policy – Policy Format

all policies must follow a standard format to ensure consistency between

policies. Below is a description of the information that should be included
under each major heading.

Policy Number – for new policy drafts, this section should remain blank until
a number is assigned by the Policy Group. For revisions, this number will
remain unchanged.
Effective and Revised Dates – to be determined by Policy Group.

Policy Title – should capture the content of the policy; should not include the
word “policy.”

Purpose – a brief statement of the purpose of the policy which many include
a basic explanation for the policy if not apparent on its face.

Additional Authority – list of statute, regulation, State Board policy,

Executive Order, or other relevant authority governing the policy.

Scope – to who or what does the policy apply? For example, all employees,
or all credit card payments.

Responsible Party – list unit, department, college or other pertinent area

responsible for administering or enforcing policy. A contact phone number
should also be included, but due to the difficulty associated with updating
information, please do not name specific contact employees.

Definitions – uncommon words or words with meanings unique to higher

education should be defined and listed in alphabetical order.

I. Policy Statement – the policy statement provides a rationale for the

policy,
including underlying philosophy of the policy and what the policy
hopes to
accomplish. This section may include a statement of how the policy is
related
to the institution’s core mission and values. Policy Statements range
from 1-2 sentences to a paragraph in length, depending upon the
subject matter.
II.
. Policy – main text of the policy.
 .
.
. 1)

II.  Procedure -includes the steps necessary to comply with the policy, with

sufficient detail that end users will readily understand how to comply with the
policy mandates. Procedures should be consistent with the policy section.
Forms associated with the procedure should be linked in the document.

Drafting a Policy – Style Tips

 All policies should be drafted in MS Word, using Arial 12 pt font and 1″

margins.
 Policies should be clear and concise and written in the third person.
 Words should be selected carefully. Words such as should and may imply
choice.
 Do not use information that may quickly become outdated such as
employee names or web addresses.
 When using acronyms, spell out the words the first time, then indicate the
acronym in parenthesis, e.g., State Board of Education (SBOE).