Showing posts with label Business Formats. Show all posts
Showing posts with label Business Formats. Show all posts

5/22/2006

Effective Communication -- Pauline

Communication is the transfer and understanding ideas, thought and feelings. When we communicate we speak, listen, and observe. The ability to effectively communicate one of the most important sets of skills a person needs. By learning the skills we can improve our relationships with others around us and work more effectively. A good working definition for effective communication is to share meaning and understanding between the person sending the message and the person receiving the message. The key element is “understanding.” Understanding the communication process and identified the barriers can help us to effective communication especially when we communicated in a team in the organization. Communication can be thought that both the sender and the receiver are part of process. The sender chooses and encodes the message, choosing the channel to receiver. The receiver decoding the message and providing feedback to the sender. The communication problems that affected the communication effective can occur from encoding and decoding, the message, channel selection and feedback.

There are four factors can affect the success of message encoding by sender and decoding by receivers: skill, attitude, knowledge and social-cultural system. Our writing, reading, listening and reasoning skills can affected the success in communicating between the sender and receiver. Clearly, the amount of the knowledge the sender and receiver hold about the subject will affect the clarity of the message that is transferred. Our interactions with others are affected by our attitudes, values, and beliefs. Thus the attitude of the sender and receiver toward each other will affect how message is transmitted. Finally, the position in the social-culture system will affects the ability to successfully engage in communication. Message s sent and received by people in equal position are sometimes different than people in different position. Thus, selecting right symbol to effective the communication depends on your audience and environment.

The message is the communication in writing, in speech or by signals. The message is affected by the group of symbols that we used to transfer meaning and the content of the message. The poor choice of symbols and confusion in the content of the message can cause problems in the communication.

The channel is the medium through which the message travels. We must determine which channel is normal and which is informal when it is selected by the source. Formal channel are established by the organization and transmit message to job-related activities of members. However, the personal and social messages follow the informal channels in the organization. The channel can distort a communication if a poor one is selected of if ht noise level is high.

The feedback loop is the receivers put the message back into the system as a check against misunderstanding. The feedback allows the communicator to adjust his message to be more effective. Without feedback, there would be no way of knowing if meaning had been shared or if understanding had taken place.

There are numbers of factors have been identified as barrier of communication effective. They are filtering, selective perception, defensiveness and language.

. Filtering is the sender manipulation of information so that it will be seen more favorably by the receiver. When a filtering message is passed up from the receiver to the sender. The sender must condense synthesize the information so that the receivers do not become overloaded with the information. However, much important information may be conduct by the personal interests and perceptions. The more vertical levels in the organization the more information are filtered.

Receivers in the communication process selectively see and hear based on their needs, motivations, experience, background, and other personal characteristics. Receivers also project their interests and expectations into communication when they decode the message.

When people feel that they’re being threatened, they become defensive- tend to react in ways that reduce their abilities to achieve mutual understanding. Thus, when people interpret the message as the threatening, they often respond in engaging in behaviors such as attracting others, being overly judgmental that hinder effective communication.

The meaning of the words sometimes means different to different people. The choice of words or language in which a sender encodes a message will influence the quality of communication. Because language is a symbolic representation of a phenomenon, room for interpretation and distortion of the meaning exists. Note that the same words will be interpreted different by each different person. Meaning has to be given to words and many factors affect how an individual will attribute meaning to particular words. It is important to note that no two people will attribute the exact same meaning to the same words.

Cultural Differences: Effective communication requires deciphering the basic values, motives, aspirations, and assumptions that operate across geographical lines. Given some dramatic differences across cultures in approaches to such areas as time, space, and privacy, the opportunities for mis-communication while we are in cross-cultural situations are plentiful.

Teamwork usually follows 4 basic procedures: forming, storming, norming and performing. A group of people with different background and different concepts gather together, getting acquainted with each other and begin with defining roles, goals, and governing procedures for each person. Conflicts may arise during the teamwork and communication is needed to reach the agreement and move towards the common goals. “The success of teamwork depends on building relationship and developing ways of working together.” (www.logheights.co.uk) As described in Business Communication, 3rd Edition, “someone even observed that as an acronym TEAM means Together, Everyone Achieves More”. This definition illustrates the essentiality and importance of communication within teamwork.

According to Business Communication, 3rd Edition, “a successful team normally has the following characteristics in communication”:

  1. Small-sized but diverse group makes a more effective group and performs better than bigger and homogeneous group;
  2. A common purpose within a group is the beginning of successful teamwork;
  3. Agreement on developing procedures contributes a best team;
  4. Ability to confront conflict without avoiding helps the teamwork moving on smoothly;
  5. Use of effective and good communication techniques is the key process of teamwork;
  6. Ability to collaborate with other team members makes it easier to achieve the goal;
  7. Shared leadership and encouraging democratic approaches boost and energize the teamwork.

Among all these characteristics, break the barriers to team communication, willingness to share information and recognize other members’ value and strength are three effective methods to promote the communication within teamwork.

  1. Identify the barriers to team communication and break down the barriers among different sectors—Different background and culture sometimes will cause misunderstanding among team members and even make it difficult to start the teamwork. Under this circumstance, “Put yourself in others’ shoes” is the best solution. Consider and respect the way other members prefer, not your own way; adjust what you say and how you say it to fit others’ patterns. In this way, different groups could accept and respect these different ways of thinking and working. Because the receiver thought he or she heard the message, it does not insure that the message was correctly received. Often, it is important to check that the message was properly received in order to verify its accuracy and to confirm to the speaker that you in fact received and understood the message.
  2. Willingness to talk and sharing information within the team members to bridge the communication gap—Conflicts and disputes are inevitable while the teamwork is going on. The best solution is to confront the conflicts without avoiding and have open discussion within the team. Trust that the information will not be used in a negative way, lack of politics or belief that information is power that would inhibit sharing information Listen objectively without bias and share views with all members. Once the conflict is resolved, great productivity is initialized.
  3. Recognize other members’ value and strength—“Everyone has his/her own style of working and thinking…environmental equity concept should be considered.” (Quoted from Franklin Becker & Fritz Steele, “Workplace by Design”, P. 73.). Realize the functional diversity and the contribution of individual factors as well. Combine all members’ unique strengths and utilize the power of diversity for successful teamwork.

The process of communication within teamwork can be concluded as take into consideration of others’ communication pattern, express our own style and make the agreement through discussion and understanding, then put into action.


In conclusion, Communication is a two-way process that involves getting your message across and understanding what others have to say. Communication involves active listening, speaking and observing. Now that you have learned the communication process, you can begin to evaluate your communication skills. Begin to watch yourself in action. Each time you communicate observe what you do, how it went, what went well, and what could have been better. The ability to effectively communicate is a critical skill. The more you become an effective communicator the more likely you are to achieve what you want. Remember, you can improve your communication skills by observing people who communicate effectively, learning new skills, and practicing those skills. Acquiring effective communication skills will help you be a better student, parent, family member, worker, and citizen.

Work Cited

    1. www.stuartatkins.com/communication.asp
    2. www.logheights.com
    3. www.change-management-toolbook.com/teamwork.htm
    4. Mary Ellen,“Communication in Teams: Listening, Nonverbal Communication, Collaboration, and Meeting Skills”. Business Communication, Third Edition

Summaries of Business Formats -- Emily

Evidence of knowledge of report structure, letter format, memo format, email

REPORT STRUCTURE

Reports, in an information age, are essential to business writing and written communications in general.

What makes business reports different from general academic reports is a real-world, practical, problem-centered orientation. The emphasis is placed on brevity, clarity, and functionality.

Reports are varied, each with some typical structural elements.

PROPOSAL REPORT

    Includes the following: specification of the problem, the purpose, and the approach you will take in resolving an issue.

PROGRESS REPORT

    Brings a project up to date, often includes the following headings highlighted from the body of the report: status, problems, changes, schedules, and costs.

PERIODIC REPORT

    Is written on a recurring basis, and deals with an on-going situation. Computer printouts are sometimes used.

MEMO OR LETTER REPORT

    Is a less formal report on a limited issue that uses the memo headings and subject declaration to present a specific issue.

The categories included in a report depend on the subject or situation. All reports need to be complete and accurate with informational headings to explain the subject and enable a reader to make a decision. In detailed, technical reports, for example, among the headings you should probably include are headings similar to the following:

    1. Theory or background
    2. Method(s) used
    3. Results of research
    4. Conclusions
    5. Recommended action
    6. Suggested follow-up

In reports where strictly controlled specific research is not required, the organization may resemble that of a memo, and may include the following headings: I Background, II Current situation, III Solution (if applicable) IV Recommendation.

Some informative reports, such as status reports, do not require a recommendation section. Quarterly or annual reports provide a sequential review of a specific time period, and although they may not include a recommendation, they may analyze the meaning of events in the time period covered and suggest future developments. As in any type of communication, format depends on purpose and on the needs of the audience.

Use of headings in long reports is essential. The headings act as an internal outline, showing the reader the importance of each section. Consistency of headings will guide the reader through the categories of your report. Depending upon the level of formality, reports, typically, include some or all of the following eleven parts:

    1. Title
    2. Abstract
    3. Letter of Authorization
    4. Letter of Transmittal
    5. Table of Contents
    6. Introduction
    7. Body
    8. Conclusion
    9. Recommendations
    10. References
    11. Appendices

LETTER FORMAT

1. Heading

Letterhead and/or sender's information, including name, street address, city, state, zip

2. Date line

Date of composition

3. Inside address

Receiver's name, title, street address, city, state zip

4. Salutation

Dear Title Name

5. Body

Information paragraphs

6. Complimentary closing

For example: Best regards

7. Signature

Signed name

8. Typed name

Complete first, middle, last name. Often more formal than the signed name

9. Title

May be on the previous line, if short

10. Additional information

Composer and/or stenographer's initials, copy distribution list, postscripts, other items as relevant)

Here is an example of the parts in a typically formatted business letter:


    [1 -- LETTERHEAD]

    XYZ COMMCO INC
    111 Any Street name --San Francisco, CA 94118 --(415) 221-1212

    [6 lines of space ]

    [2 -- DATELINE]
    May 22, 2005

    [2 lines of space]

    [3 -- INSIDE ADDRESS]
    Mr. John Smith
    ABC Company
    123 Anything Avenue
    San Francisco, CA 94115

    [2 lines of space]

    [4 -- SALUTATION]
    Dear Mr. Smith:

    [2 lines of space]

    [5 -- BODY OF LETTER]
    Blah blah blah. With the blocked letter style each paragraph begins on the left margin.
    Some more important information continues in the first paragraph for two to four sentences.

    [2 lines of space between paragraphs]

    Blah blah blah. Between paragraphs there is additional line space indicating a new paragraph. As before, this paragraph begins at the left margin, as do the date of composition, receiver’s address, complimentary close, sender’s name, title, and additional information.

    [2 lines of space]

    [6 -- COMPLIMENTARY CLOSE)
    Sincerely yours,

    [5 lines of space for signature area]
    [7 -- SENDER'S SIGNATURE]

    [8 -- SENDER'S NAME TYPED]
    Terry D. Sender
    [9 -- SENDER'S TITLE TYPED]
    Project Manager

    [2 lines of space]

    [10 -- ADDITIONAL INFORMATION]*
    TDS:YS
    CC: Another receiver

*The additional information may be excluded if not relevant.

Full-Block Format

The identifying feature of a full-block letter style is the left justification of all ten structural parts of the letter: The items listed below are linked to their place in the letter illustrating the full-block format which follows,.

You may review the parts by going from list to the illustrated letter, using the numbers as the identification link. You may review the names by working from the letter to their identification in the list. The name in itself is not that important, but they help as a reminder to be aware of their consistent placement in letter composition.

Click on the numbered items to go to the corresponding part in the letter below

XYZ COMMCO INC.[1 Return]
111 Any Street -- San Francisco, CA 94118 -- (415) 221-1212

May 22, 2005 [2 Return]



Mr. John Smith
[3 Return]
XYZ Company
123 Anything Avenue
San Francisco, CA 94115

Dear Mr. Smith:
[4 Return]

Blah blah blah. With the full-block letter style each paragraph begins on the left margin. Some more important information continues in the first paragraph for two to four sentences.
[5 Return]

Blah blah blah. Between paragraphs there is additional line space indicating a new paragraph. As before, this paragraph begins at the left margin, as do the date of composition, receiver’s address, complimentary close, sender’s name, title, and additional information.
[5 Return]

Sincerely yours,
[6 Return]

Terry or Terry D. Sender(signed)
[7 Return]


Terry D. Sender
[8 Return]

Project Manager [9 Return]


TDS:YS
[10 Return]
CC: A. Receiver, B. Receiver



MEMO FORMAT

Memos use the following four items at the top of the page or below the letterhead

  1. Date:
  2. To:
  3. From:
  4. Subject::

The responses to the four items should line up with the use of tabs set for the longest item, the subject.

    Date: ------- May 25, 2005

    To:----------- Mr. A. Soandso

    From:------- Ms. B. Correcto

    Subject:---- Memo Format

There should be at least two spaces after the subject colon, so that each item will be aligned and clearly visible and the pattern of spacing will add further structure to the memo. Sometimes added to the items are the abbreviated forms: CC (for copies) and the substitute of Re: for Subject in the items.

To write effective memos you should

  1. Be brief
  2. Use clear headings
  3. Use bulletted or numbered lists rather than text alone with a series of items
  4. Include tables, if relevant
  5. Use short paragraphs rather than long blocks of undifferentiated text

Parts of a Memo

Standard memos are divided into segments to organize the information and to help achieve the writer's purpose.

Heading Segment

The heading segment follows this general format:

TO: (readers' names and job titles)
FROM: (your name and job title)
DATE: (complete and current date)
SUBJECT: (what the memo is about, highlighted in some way)

Troubleshooting hints:

  • Make sure you address the reader by his or her correct name and job title. You might call the company president "Maxi" on the golf course or in an informal note, but "Rita Maxwell, President" would be more appropriate for a formal memo.
  • Be specific and concise in your subject line. For example, "Rats" as a subject line could mean anything from a production problem to a personal frustration. Instead use something like, "Curtailing Rat Extremity Parts in our Product."

Opening Segment

The purpose of a memo is usually found in the opening paragraphs and is presented in three parts: the context and problem, the specific assignment or task, and the purpose of the memo.

  1. The context is the event, circumstance, or background of the problem you are solving. You may use a paragraph to establish the background and state the problem or simply the opening of a sentence, such as, "In our effort to reduce rat parts in our product...." Include only what your reader needs, but be sure it is clear.
  2. In the task statement you should describe what you are doing to help solve the problem. If the action was requested, your task may be indicated by a sentence opening like, "You asked that I look at...." If you want to explain your intentions, you might say, "To determine the best method of controlling the percentage of rat extremities, I will...."
  3. Finally, the purpose statement of a memo gives your reason for writing it and forecasts what is in the rest of the memo. This is not the time to be shy. You want to come right out and tell your reader the kind of information that's in store. For example, you might say: "This memo presents a description of the current situation, some proposed alternatives, and my recommendations." If you plan to use headings for your memo segments, you can refer to your major headings in this forecast statement to provide a better guide for your reader.

Troubleshooting hints:

  • Include only as much information as is needed by the decision-makers in the context, but be convincing that a real problem exists. Do no ramble on with insignificant details.
  • If you are having trouble putting the task into words, consider whether you have clarified the situation. You may need to do more planning before you're ready to write your memo.
  • Make sure your purpose-statement forecast divides your subject into the most important topics that the decision-maker needs.

Summary Segment

If your memo is longer than a page, you may want to include a separate summary segment. This segment provides a brief statement of the key recommendations you have reached. These will help your reader understand the key points of the memo immediately. This segment may also include references to methods and sources you have used in your research, but remember to keep it brief.

You can help your reader understand your memo better by using headings for the summary and the discussion segments that follow it. Try to write headings that are short but that clarify the content of the segment. For example, instead of using "Summary" for your heading, try "New Rat-Part Elimination System," which is much more specific. The major headings you choose here are the ones that will appear in your purpose-statement forecast.

Troubleshooting hint:

You may want to wait until after the report is drafted and all conclusions and recommendations have been decided before writing the summary.

Discussion Segments

The discussion segments are the parts in which you get to include all the juicy details that support your ideas. Keep these two things in mind:

  1. Begin with the information that is most important. This may mean that you will start with key findings or recommendations.
  2. Here you want to think of an inverted pyramid. Start with your most general information and move to your specific or supporting facts. (Be sure to use the same format when including details: strongest--->weakest.)

Troubleshooting hints:

  • For easy reading, put important points or details into lists rather than paragraphs when possible.
  • Be careful to make lists parallel in grammatical form.

Closing Segment

Now you're almost done. After the reader has absorbed all of your information, you want to close with a courteous ending that states what action you want your reader to take. Make sure you consider how the reader will benefit from the desired actions and how you can make those actions easier. For example, you might say, "I will be glad to discuss this recommendation with you during our Tuesday trip to the spa and follow through on any decisions you make."

Necessary Attachments

Make sure you document your findings or provide detailed information whenever necessary. You can do this by attaching lists, graphs, tables, etc. at the end of your memo. Be sure to refer to your attachments in your memo and add a notation about what is attached below your closing.

E-MAIL

As we are no longer in the age of the tedious and time consuming "snail mail", the age of informal messaging has arrived via the power of the Internet. Don't be fooled; although the nature of e-mailing is quick and informal, there are a set of dos and don'ts to follow when sending electronic mail. Not to worry, here is a simple guide on how to properly send e-mails and a brief introduction to the wonderful world of Netiquette.


Double check
Pressing "Send" can be dangerous if you don't reread the message first. You know how spoken words can't be taken back? Well e-mail can cause the same potential damage.

Reread your e-mail before sending it to ensure that you don't sound sarcastic or rude. You may think you "sound" innocent, but remember the person reading the message can neither hear your voice nor see your friendly facial expressions.

Lighten up
When in doubt, try to lighten up the message by adding a smiley face, which can be made by using the colon, dash, and the right side of a parenthesis. Observe :-)

Another way to lighten up what may sound angry or sarcastic is to write the letters "LOL" (acronym for Laughing Out Loud) or something to indicate that you are joking, such as "Hehehe".

Other acronyms
BTW = By the Way
FYI = For Your Information
W/B = Write Back
RE's = Regards

Acronyms should be used in moderation. Be careful not to sound flirtatious either since e-mails that seem innocent can come across as flirting. Using the "wink face" ;-) can easily be taken in the wrong context.

Keep it short and sweet
Some people get bombarded with hundreds of e-mails a day and don't have time to read through every one. Keep your message brief. If you want to let someone know that you received their e-mail, a whole message is not necesary. Simply reply by saying something like "Got your e-mail, thanks".

Use the subject heading
Along the same lines, make your subject heading clear and descriptive; that's what they're there for. "Hello" or "Message from John" does not cut it and will not help the recipient sort out their e-mail by priority. Subject headings such as "Information About Meeting" and "Advice On Problem" are more clear and precise. Start every word of your subject with a capital; it makes the subject stand out more.


Avoid CAPS
It's hard to believe the amount of arguments I have gotten into by coming off mad or sarcastic in an e-mail. Writing whole words out in capital letters comes across as SHOUTING, as does using exclamation points!!! Use these sparingly and in the proper context.

Don't get personal
Assume that what you write may be read by others and can easily be forwarded to others, even accidentally. Be careful where you are writing the e-mail, since some employers have access to your e-mail.

Don't be the joker
Know whom you are forwarding your jokes to. Never send a joke to everyone on your address book, as some jokes will not be appreciated by some recipients and may seem inappropriate to others. Sending a dirty joke or a chain letter to your professor or boss is a no-no (unless of course they request them).

Be selective when forwarding e-mail; receiving tons of forwards per day can get downright annoying when one's inbox is always full, especially if the e-mail is not funny. Change the subject heading from "Fw:" to something more specific like "Forwarded Joke". Remember not to send dirty jokes or forwards to your friends at work; it can get them into a heap of trouble since some businesses screen and filter employee e-mails.

Letter Format Summary (Mandy)

Evidence of Knowledge of Letter Format

Introduction:

Letters are more formal, primarily reserved for external use. A letter can create a permanent paper trail, it stands out from the crowd, also, it allows writer to control layout. However, a letter is slower than an e-mail, and it can create a permanent paper trail.

Most businesspeople today prefer to block format for letters with a simple “Sincerely” to close the letter. The block format follows by 3 styles. They are: Full-Block, Block, and
Semi-Block.


Block Format:

1. Heading
2. Date Line
3. Inside Address
4. The Salutation

5. The Body
6. ComPlimentary Closing

7. Signature
8. Typed Name
9. Title
10. Additional Information



Letter: Full-Block


The identifying feature of a full-block letter style is the left justification of all ten structural parts of the letter:


XYZ COMMCO, INC [1 Heading]
111 Any Street -- San Francisco, CA 94118 -- (415) 221-1212



May 22, 2005 [2 Date Line]


John Smith [3 Inside Address]
XYZ Company
123 Anything Avenue
San Francisco, CA 94115

Dear Mr. Smith: [4 Salutation]

Blah blah blah. With the full-blocked letter style, each paragraph begins at the left
margin. Some more important information continues in the first paragraph for two to
four sentences. [5 The Body]

Blah blah blah. Between paragraphs there is additional line space indicating a new
paragraph. The date of composition, receiver’s address, complimentary close, sender’s
name, and sender's title, and additional information are also left aligned. This makes this letter style the easiest to format. [5 The Body]

Sincerely yours, [6 Complementary Closing]

Terry D. Sender [7 Signature]


Terry D. Sender [8 Typed Name]
Project Manager [9 Title]


TDS:YS [10 Additional Information]
CC: A. Receiver, B. Receiver





Letter: Block

The identifying feature of the block style letter is the left justification of all structural parts of the letter except for the following:

  • The Date Line
  • The complimentary closing Line
  • The signature line

The dateline is placed to the right of centre, and may be moved to coordinate with the letterhead. The complimentary closeing and the signature line are typed to the right of the horizontal center of the page.

XYZ COMMCO, INC [1 Heading]
111 Any Street -- San Francisco, CA 94118 -- (415) 221-1212


May 22, 2005
[2 Date Line]


John Smith
[3 Inside Address ]
XYZ Company
123 Anything Avenue
San Francisco, CA 94115

Dear Mr. Smith: [4The Salutation]

Blah blah blah. With the block letter style each paragraph begins at the left margin. Some more important information continues in the first paragraph for two to four sentences.
[5 The Body]

Blah blah blah. Between paragraphs there is additional line space indicating a new paragraph. As before, this paragraph begins at the left margin, as do, receiver's address, salutation, and additional information. However, the date of composition, complimentary close, sender's name, and title are placed right of center. This makes the block style both functional and a bit more stylized in composition. [5 The Body]


Sincerely yours, [6 Complementary Closing]
Terry D. Sender [7 Signature]

Terry D. Sender [8 Typed Name]
Project Manager [9 Title]



TDS:YS [10 Additional Information]
CC: A. Receiver, B. Receiver

Letter: Semi-Block

The semi-block letter is a more traditional letter format than the full-block or block.

The indentifying features of the semi-block style letter is:

1. The left justification of

  • the inside address (3)
  • the salutation (4)
  • the body <The indentation(five to ten spaces) of the first line of each paragraph> (5).

2. The dateline (2) is placed to the right or to harmonize with the letterhead.

3. The complimentary close (6) and the signature line (8) are typed to the right of the horizontal center of the page.

XYZ COMMCO, INC [1 heading]
111 Any Street -- San Francisco, CA 94118 -- (415) 221-1212


May 22, 2005 [2 Date Line]


John Smith [3 Inside Address]
XYZ Company
123 Anything Avenue
San Francisco, CA 94115

Dear Mr. Smith: [4 The Salutation]


Blah blah blah. With the semi- blocked letter style each paragraph begins with a five to ten space indent. Some more important information continues in the first paragraph for two to four sentences. [5 The Body]

Blah blah blah. Between paragraphs there is additional line space indicating a new paragraph. As before, the paragraph has a first line indent. The date of composition, receiver's address, complimentary close, sender's name, and sender's title are set right of center. The additional information is left aligned. [5 The Body]

Sincerely yours, [6 Complementary Closing]

Terry D. Sender [7 Signature]

Terry D. Sender [8 Printed Name]
Project Manager [9 Title]


TDS:YS [10 Additional Information]
CC: A. Receiver, B. Receiver

Report Summary (Mandy)

Evidence of Knoweledge of Report Structure

Introduction:

Reports, in an information age, are essential to business writing and written communications in general. A report is usually viewed as formal, it allows fuller discussions and analysis of subjects, and it comes in numerous shapes and sizes.
What makes business reports different from general academic reports is a real-world, practical, problem-centered orientation. The emphasis is placed on brevity, clarity, and functionality.

As a leader in an organization, you may write reports to inform, instruct, or persuade the others. Reports may be long or short, formal or informal. They may even tell a story; for instance, you might first provide an overview of the current situation, and then discuss the details that have complicated the situation, and finally suggest a resolution or recommendation to improve the situation. Although many reports serve multiple purposes, such as informing and persuading, NOTE1 lists typical types of leadership communication reports organized by their primary purpose.


Parts of a Formal Full-Length Report

Use of headings in long reports are essential. The headings act as an internal outline, showing the reader the importance of each section. Consistency of headings will guide the reader through the categories of your report. Depending upon the level of formality, reports, typically, include some or all of the following eleven parts:

1. Title
2. Abstract (Synopsis; Executive Summary)
3. Letter of Authorization
4. Letter of Transmittal
5. Table of Contents (develop last and include page numbers)
6. Introduction
7. Body
8. Conclusion
9. Recommendation

10. References
11. Appendices

Popular Structures for Organizing a Case Analysis Report

1. Inductive or indirect

  • Strategic issues and problems
  • Analysis of problems
  • Recommendations

2. Deductive or direct

  • Recommendation or solution
  • Support for solution or evidence for recommendation
  • Brief discussion of alternative solutions

3. Issues and results (executive)

  • Crucial strategic issues
  • Assumptions about issues
  • Recommend strategies
  • Justification for recommendation
  • Plan of action
  • Expected result

4. Elimination of alternatives

  • Discussion of at least three alternative solutions
  • Summary of why only one is the best
  • Reinforcement that one

5. Pros and cons

  • Introduction of two best solutions
  • Advantages and disadvantages of each
  • Conclusions recommending the preferred alternative

6. Thesis-antithesis-synthesis

  • Solution
  • Counters or objections to that solution
  • Combination with solution emphasized

NOTE 1: Purposes and Types of Leadership Communication Reports


To inform:

1. Progress

  • Outlines the status of the tasks in a project,including work completed,work remaining,and anticipated delays.
  • Sometime include analysis for discussion or preliminary conclusions for testing with audience

2. Financial

  • Includes financial performance for reporting purpose,such as to the SEC for public companies

3. Sales/marketing

  • Provides the sales achievements and figures for a standard period of time
  • Often includes sales prospects and projections and could focus on market trends,positioning and product development

4. Operational

  • Varies across industries and companies,but may include overall operational/project performance or complaince to regulations,such as health,safety,and environment

5. Meetings(minutes)

  • Provide a summary of the major topics descussed
  • Usually includes date,attendences,old business,new business,and action items

6. Research/Investigative

  • Reports on the results of research and oftenprovides recommendations on actions
  • Includes investigative research,analysts reports,benchmarking

To Instrust:

1. Procedure

  • Explains the steps to be completed to accomplish some goal
  • Usually presents the actions in chronological order

2. Policy

  • Summarizes the organizational regulations or guidelines that govern employee behavior

3. Performance appreisals

  • Documents the quality of an employee's work with the intension of creating needed legal records anf providing feedback to improve performance

4. Request for proposal (RFP)

  • Provides guidelines on the information to include in a proposal
To Persuade:

1. Annual


  • Reports on the financial performance of an organization with the intent of influencing external and internal constituencies,primarily investors and analysts
  • Frequently includes a company's mission,vision,accomplishments and plans

2. Feasibility

  • Argues that an approach or idea will work,recommends action
  • Usually focuses on economic,technical,and cultural aspects

3. Proposals

  • Seeks acceptance for a product,services,or potential solution by defining the needs and benefits
  • Often responds to an RFP and is seen as a sales document that is legally binding

4. Business plans

  • Discuss all of the components of a business or business idea,including value proposition,feasibility,and profitablity
  • Follows standard content expectation,such as those provided by the Small business administration

5/21/2006

Email Format (Student Summaries)

Mandy's Summary

Evidence of Knowledge of E-Mail

Introduction

E-mail has rapidly become the most frequently used medium for business communication today. it is also common use of the Internet. Nowadays, although we still send and receive printed letters and memos, they are becoming rarer and are often transmitted as e-mail attachments rather than as hard copy. Since e-mails are fast and immediate, they can be easily distributed to one or many people. Also, they can create a permanent electronic trail.

E-mails follow a format similar to that of a memo, but they do have some special guidelines that we should follow to ensure they are effective.

Guidelines for E-Mails

1.Take the time to write them well.

2.Take special care in the subject line.
  • Tell recipients why they should open and read.
  • understand people have no time for e-mails require no action on their part.
  • Know the context of the e-mail will influence people's inclination to open.
3. Pay attention to organizaiton and format.

4. Be particularly careful with the tone and content of the e-mails.
  • Tone is easy for audience to misinterpret sender's intention in an e-mail.
  • A harsh tone will be perceived even more harshly in an e-mail than in a hard-copy memo.
  • The content of an e-mail can be easily forwarded to the world, accidentally or on purpose.
  • The content can become permanent, easily accessed record.
  • Discoverable in litigation

5. Think carefully about all of your possible audiences before hitting"Send".

6. Take the time to proofread each e-mail.

  • Read the e-mail aloud or read to someone else to ensure the e-mail will not offend the audience or come across as negative, harsh, or insensitive.
  • Print out important ones to easily see mistakes.

7. Treat E-mails with care.

Ten Most Common Mistakes of Business E-Mail Correspondence

1. Unclear subject line.
2. Poor greeting (or none at all).
3. Unfamiliar abbreviations.
4. Unnecessary copies (CCs)
5. Sloppy grammar, spelling, and punctuation.
6. All caps in the message.
7. No closing or sign-off.
8. Rambling, unformatted message.
9. Unfriendly tone.
10. No clear request for action
.

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Connie's Summary

Email format use the following six items at the top of the email:

1. To:
2. From:
3. Subject:
4. Cc:
5. Bcc:
6. Attached:

Beginning:

The “ To” line generally includes the receiver’s electronic address. If you include the receiver’s name, enclose the address in angle brackets. The “From” line you can type your name and electronic address, if your program does not insert it automatically. In the “Subject” line, it will provide a clear description of your message. Insert the addresses of anyone receiving carbon or blind copies.

Body:

Include a salutation (such as Dear Marilyn; Hi, Marilyn; or Greetings) or weave the receiver’s name into the first line

The body of an email message should be typed with upper- and lowercase characters—never in all uppercase or all lowercase characters. Cover just one topic, and try to keep the total message under three screens in length. To assist you, many e-mail programs have basic text-editing features, such as cut, copy, paste, and word-wrap. However, avoid boldface and italics because they create a string of control characters that may cause chaos on the recipient’s computer. Use the word-wrap rather than pressing Enter at line ends. Double-space (press Enter) between paragraphs

Conclusion:

Conclude an external message, if you like, with a closing such as cheers or all the best followed by your name and email address (because some systems do not transmit your address automatically). If the recipient is unlikely to know you, it’s not a bad idea to include your title and organization.

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Memo Format (Student Summaries)

Mandy's Summary

Evidence of Knoweledge of Memo Format

Introduction

Memos are the most common form of intra-organizational communication. Memos, short for memorandums, are, as the name suggests, a form of business communication with the purpose of information documentation and distribution, mostly within an organization.

Memos usually considered as informal and for internal use. Memos solve problems either by informing the reader about new information, like policy changes, price increases, etc., or by persuading the reader to take an action, such as attend a meeting, use less paper, or change a current production procedure. Regardless of the specific goal, memos are most effective when they connect the purpose of the writer with the interests and needs of the reader.
Memos are generally written in a format established by the organization.
Memo Format

1
. Heading Segment

• Date: (complete and current date)
• To: (readers' names and job titles)
• From: (your name and job title)
• Subject: (what the memo is about, highlighted in some way)
2. Opening Segment
3. Summary Segment (optional)
4. Discussion Segment
5. Closing Segment
6. Necessary Attachments (optional)
Examining Parts of Memo

Standard memos are divided into segments to organize the information and to help achieve the writer's purpose.
Heading Segment

The heading segment follows this general format:

• Date: (complete and current date)
• To: (readers' names and job titles)
• From: (your name and job title)
• Subject: (what the memo is about, highlighted in some way)

Note1: The responses to the four items should line up with the use of tabs set for the longest item, the subject.
Note2: There should be at least two spaces after the subject colon, so that each item will be aligned and clearly visible and the pattern of spacing will add further structure to the memo. Sometimes added to the items are the abbreviated forms: CC (for copies) and the substitute of Re: for Subject in the items.

Troubleshooting hints:
  • Make sure you address the reader by his or her correct name and job title. You might call the company president "Maxi" on the golf course or in an informal note, but "Rita Maxwell, President" would be more appropriate for a formal memo.
  • Be specific and concise in your subject line. For example, "Rats" as a subject line could mean anything from a production problem to a personal frustration. Instead use something like, "Curtailing Rat Extremity Parts in our Product."
Opening Segment
The purpose of a memo is usually found in the opening paragraphs and is presented in three parts:
1.The context and problem
  • The context is the event, circumstance, or background of the problem you are solving.
  • You may use a paragraph to establish the background and state the problem or simply the opening of a sentence, such as, "In our effort to reduce rat parts in our product...." Include only what your reader needs, but be sure it is clear.

2. The specific assignment or task.

  • In the task statemen, you should describe what you are doing to help solve the problem.
  • If the action was requested, your task may be indicated by a sentence opening like, "You asked that I look at...." If you want to explain your intentions, you might say, "To determine the best method of controlling the percentage of rat extremities, I will...."

3. The purpose of the memo.

  • Finally, the purpose statement of a memo gives your reason for writing it and forecasts what is in the rest of the memo. This is not the time to be shy. You want to come right out and tell your reader the kind of information that's in store.
  • For example, you might say: "This memo presents a description of the current situation, some proposed alternatives, and my recommendations."
  • If you plan to use headings for your memo segments, you can refer to your major headings in this forecast statement to provide a better guide for your reader.

Troubleshooting hints:

  • Include only as much information as is needed by the decision-makers in the context, but be convincing that a real problem exists. Do no ramble on with insignificant details.
  • If you are having trouble putting the task into words, consider whether you have clarified the situation. You may need to do more planning before you're ready to write your memo.
  • Make sure your purpose-statement forecast divides your subject into the most important topics that the decision-maker needs.

Summary Segment

  1. If your memo is longer than a page, you may want to include a separate summary segment. This segment provides a brief statement of the key recommendations you have reached. These will help your reader understand the key points of the memo immediately. This segment may also include references to methods and sources you have used in your research, but remember to keep it brief.
  2. You can help your reader understand your memo better by using headings for the summary and the discussion segments that follow it. Try to write headings that are short but that clarify the content of the segment. For example, instead of using "Summary" for your heading, try "New Rat-Part Elimination System," which is much more specific. The major headings you choose here are the ones that will appear in your purpose-statement forecast.
Troubleshooting hint:
  • You may want to wait until after the report is drafted and all conclusions and recommendations have been decided before writing the summary.
Discussion Segments

The discussion segments are the parts in which you get to include all the juicy details that support your ideas. Keep these two things in mind:
  1. Begin with the information that is most important. This may mean that you will start with key findings or recommendations.
  2. Here you want to think of an inverted pyramid. Start with your most general information and move to your specific or supporting facts. (Be sure to use the same format when including details: strongest--->weakest.)
Troubleshooting hints:
  • For easy reading, put important points or details into lists rather than paragraphs when possible.
  • Be careful to make lists parallel in grammatical form.
Closing Segment

  • Now you're almost done. After the reader has absorbed all of your information, you want to close with a courteous ending that states what action you want your reader to take.
  • Make sure you consider how the reader will benefit from the desired actions and how you can make those actions easier. For example, you might say, "I will be glad to discuss this recommendation with you during our Tuesday trip to the spa and follow through on any decisions you make."
Necessary Attachments
  • Make sure you document your findings or provide detailed information whenever necessary. You can do this by attaching lists, graphs, tables, etc. at the end of your memo.
  • Be sure to refer to your attachments in your memo and add a notation about what is attached below your closing, like this:
    Attached: Several Complaints about Product, January - June 1997


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Connie's Summary

Memos use the following four items at the top of the page or below the letterhead

1. Date:
2. To:
3. From:
4. Subject:

The responses to the four items should line up with the use of tabs set for the longest item, the subject. . The “To” line generally includes the title. The “To” and “ From” lines generally include the department, position, or other information. It is generally accepted practice for the writer to initial the memo on the “From” line. The “Subject” should be very specific. Write the “Date” in full rather than abbreviated or in figures only.

Beginning:

Like the standard business letter, the memo has an introduction, body, and closing. The introduction is generally one paragraph. The first sentence should explain on the “Subject” line. Be specific with names, dates, places, etc.

Body:

The body contains the details and may be one or more paragraphs as required. Graphic highlighting will make information stand out and improve the reader’s comprehension. Paper memos use all graphic highlighting techniques you use for letters. E-mail requires more care in that some programs do not support bold, italics, underlining, etc. In addition, you must consider that the receiver’s, underlining program may not support many graphic highlighting features. It is generally wise to limit yourself to headings, numbered lists, and asterisks.

Conclusion:

The conclusion states the action expected of the reader, or contains a forward looking statement, or closes courteously.