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BusinessCommunicationBuildingCriticalSkills6thedi.pdf

Sixth Edition

Kitty O. Locker Stephen Kyo Kaczmarek

ISBN 978-0-07-340326-7 MHID 0-07-340326-1

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We listened to the increasing demand for more fexibility with teaching materials. This modular format was created to cater to the way in which instructors teach, and students learn.

Through the author’s modular approach, instructors have the freedom to customize their text and assignments piece-by-piece. By breaking chapters into more manageable, topic-focused sections, instructors have the fexibility to cover and assign the content they want, in the or- der they want to better suit their individual teaching styles.

Instead of losing students in chapters that are long, unspecifc, or out of order, with this book students move toward an understanding of the foundations and piece together the critical skills needed to become suc- cessful communicators in the Business Communication feld.

www.mhhe.com/lockerbcs6e

www.mhhe.comwww.domorenow.com

Why 30 ModuLar Chapters?

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Module 1 Sentence Fragments 18

Module 2 Comma Splices 36

Module 3 Using Idioms 58

Module 4 Using Spell and Grammar Checkers 72

Module 5 Active and Passive Voice 86

Module 6 It’s/Its 100

Module 7 Singular and Plural Possessives 111

Module 8 Plurals and Possessives 122

Module 9 Making Subjects and Verbs Agree 141

Module 10 Dangling Modifers 163

Module 11 Parallel Structure 186

Module 12 Expressing Personality 215

Module 13 Making Nouns and Pronouns Agree 235

Module 14 Matters on Which Experts Disagree 255

Module 15 Run-On Sentences 269

Module 16 Commas in Lists 285

Module 17 Combining Sentences 295

Module 18 Delivering Criticism 311

Module 19 Hyphens and Dashes 323

Module 20 Choosing Levels of Formality 339

Module 21 Mixing Verb Tenses 357

Module 22 Using MLA Style 375

Module 23 Being Concise 390

Module 24 Improving Paragraphs 414

Module 25 Writing Subject Lines and Headings 435

Module 26 Using Details 448

Module 27 Proofreading 472

Module 28 Using You and I 489

Module 29 Using a Dictionary 506

Module 30 Who/Whom and I/Me 513

Why 30 ModuLar Chapters?

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Module 1 Sentence Fragments 18

Module 2 Comma Splices 36

Module 3 Using Idioms 58

Module 4 Using Spell and Grammar Checkers 72

Module 5 Active and Passive Voice 86

Module 6 It’s/Its 100

Module 7 Singular and Plural Possessives 111

Module 8 Plurals and Possessives 122

Module 9 Making Subjects and Verbs Agree 141

Module 10 Dangling Modifers 163

Module 11 Parallel Structure 186

Module 12 Expressing Personality 215

Module 13 Making Nouns and Pronouns Agree 235

Module 14 Matters on Which Experts Disagree 255

Module 15 Run-On Sentences 269

Module 16 Commas in Lists 285

Module 17 Combining Sentences 295

Module 18 Delivering Criticism 311

Module 19 Hyphens and Dashes 323

Module 20 Choosing Levels of Formality 339

Module 21 Mixing Verb Tenses 357

Module 22 Using MLA Style 375

Module 23 Being Concise 390

Module 24 Improving Paragraphs 414

Module 25 Writing Subject Lines and Headings 435

Module 26 Using Details 448

Module 27 Proofreading 472

Module 28 Using You and I 489

Module 29 Using a Dictionary 506

Module 30 Who/Whom and I/Me 513

Why 30 ModuLar Chapters?

FreedoM • FLexibiLity • FoCused CLassrooM

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Business Communication B U I L D I N G C R I T I C A L S K I L L S

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Sixth Edition

Kitty O. Locker

The Ohio State University

Stephen Kyo Kaczmarek

Columbus State Community College

Business Communication B U I L D I N G C R I T I C A L S K I L L S

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BUSINESS COMMUNICATION: BUILDING CRITICAL SKILLS, SIXTH EDITION

Published by McGraw-Hill/Irwin, a business unit of The McGraw-Hill Companies, Inc., 1221 Avenue of

the Americas, New York, NY, 10020. Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights

reserved. Printed in the United States of America. Previous editions © 2011, 2009, and 2007. No part of this

publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval

system, without the prior written consent of The McGraw-Hill Companies, Inc., including, but not limited to,

in any network or other electronic storage or transmission, or broadcast for distance learning.

Some ancillaries, including electronic and print components, may not be available to customers outside the

United States.

This book is printed on acid-free paper.

1 2 3 4 5 6 7 8 9 0 DOW/DOW 1 0 9 8 7 6 5 4 3

ISBN 978-0-07-340326-7

MHID 0-07-340326-1

Senior Vice President, Products & Markets: Kurt L. Strand Vice President, Content Production & Technology Services: Kimberly Meriwether David Managing Director: Paul Ducham Senior Brand Manager: Anke Braun Weekes Executive Director of Development: Ann Torbert Development Editor II: Kelly I. Pekelder Executive Marketing Manager: Michael Gedatus Content Project Manager: Pat Frederickson Senior Buyer: Michael R. McCormick Lead Designer: Matthew Baldwin Interior Design: Matthew Baldwin Cover Design: Laurie Entringer Cover Images: ©Stockbyte/Getty Images/Design Pics/Blend Images/Ingram Publishing/AGE Fotostock Lead Content Licensing Specialist: Keri Johnson Photo Researcher: Teri Stratford/Six Cats Research Media Project Manager: Joyce J. Chappetto Typeface: 10/12 Times Roman Compositor: Laserwords Private Limited Printer: R. R. Donnelley

All credits appearing on page or at the end of the book are considered to be an extension of the copyright page.

CIP has been applied for.

The Internet addresses listed in the text were accurate at the time of publication. The inclusion of a website

does not indicate an endorsement by the authors or McGraw-Hill, and McGraw-Hill does not guarantee the

accuracy of the information presented at these sites.

www.mhhe.com

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As revision to the third edition of BCS neared completion, Dr. Kitty O. Locker passed away. She was a mentor for many years, and I will cherish all that she taught me. Kitty’s contributions to teaching and to business communication are far too extensive for proper recognition here. So, it is simply on behalf of the students and colleagues whose lives she touched that I make this special dedication to my friend.

Kitty, you are missed.

Stephen Kyo Kaczmarek

To my husband, Bob Mills, with love. —Kitty O. Locker

For my father, who always believed in me. —Stephen Kyo Kaczmarek

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vi

Kitty O. Locker was an Associate Professor of English at The Ohio State University, where she taught courses in workplace discourse and research methods. She had taught

as Assistant Professor at Texas A&M University and the University of Illinois at Urbana.

She received her BA from DePauw University and her MA and Ph.D. from the Univer-

sity of Illinois at Urbana.

She had also written Business and Administrative Communication (7th ed., McGraw-Hill/Irwin, 2005) and The Irwin Business Communication Handbook: Writing and Speaking in Business Classes (1993), and co-edited Conducting Research in Business Communication (1988).

Her consulting clients included URS Greiner, Abbott Laboratories, the Ohio Civil Ser-

vice Employees Association, AT&T, and the American Medical Association. She devel-

oped a complete writing improvement program for Joseph T. Ryerson, the nation’s largest

steel materials service center.

In 1994–95, she served as President of the Association for Business Communication

(ABC). From 1997 to 2000, she edited ABC’s Journal of Business Communication. She received ABC’s Outstanding Researcher Award in 1992 and ABC’s Meada Gibbs Out-

standing Teacher Award in 1998.

Stephen Kyo Kaczmarek is a Professor of English at Columbus State Community College and a consultant to business and industry. He teaches courses in business communication,

composition, creative writing, freshman experience, film and literature, globalization and

culture, and public relations, and he co-advises the Phi Theta Kappa chapter at Columbus

State. Steve has also taught at The Ohio State University and Ohio Dominican University.

He received an MA in English and BAs in journalism and English from Ohio State.

Steve has presented papers at conferences of the Association for Business Communica-

tion (ABC), the College English Association of Ohio (CEAO), the Conference on College

Composition and Communication, and the Northeast Modern Language Association. He

has served on ABC’s Two-Year College Committee and its Diversity Committee, as well

as on the CEAO Executive Council. His freelance articles have appeared in a variety of

print and web publications, and he is a book reviewer for The Ohioana Quarterly and The Columbus Dispatch.

Steve’s consulting clients include Nationwide Insurance, The Ohio Historical Society,

The Ohio Association of Historical Societies and Museums, The Ohio Museums Asso-

ciation, Red Capital Mortgage Group, United Energy Systems, The Thomas Moyer for

Chief Justice of Ohio Campaign, and Van Meter and Associates. He also advises individual

clients on job search and interviewing techniques and is a reader for the College Board’s

Advanced Placement Examination in English Language.

Prior to joining Columbus State, Steve managed staff development and information for

the Franklin County, Ohio, Commissioners. He has received an Award of Excellence from

the National Association of County Information Officers, as well as awards for his writing

projects.

About the Authors

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About the Authors vii

August 20, 2012

Dear Student:

Business Communication: Building Critical Skills helps you build the writing, speaking, and listening skills that are crucial for success in the 21st-century workplace.

As you read,

• Look for the answers to each module’s questions. Check your memory with the Instant Replays and your understanding with the Summary of Learning Objectives at the end of the chapter.

• Note the terms in bold type and their definitions. Use the rewind and fast forward icons to go to discussions of terms.

• Read the Building a Critical Skill boxes carefully. Practice the skills both in assignments and on your own. These skills will serve you well for the rest of your work life.

• Use items in the lists when you prepare your assignments or review for tests.

• Use the examples, especially the paired examples of effective and ineffective

communication, as models to help you draft and revise. Comments in red ink signal

problems in an example; comments in blue ink note things done well.

• Read the Site to See and FYI boxes in the margins to give you more resources on the Internet and interesting facts about business communication.

When you prepare an assignment,

• Review the PAIBOC questions in Module 1. Some assignments have “Hints” to help probe

the problem. Some of the longer assignments have preliminary assignments analyzing the

audience or developing reader benefits or subject lines. Use these to practice portions of

longer documents.

• If you’re writing a letter or memo, read the sample problems in Modules 10, 11, and 12 with

a detailed analysis, strong and weak solutions, and a discussion of the solutions to see how

to apply the principles in this book to your own writing.

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viii About the Authors

• Use the Polishing Your Prose exercises to make your writing its best.

• Remember that most problems are open-ended, requiring original, critical thinking. Many of

the problems are deliberately written in negative, ineffective language. You’ll need to reword

sentences, reorganize information, and think through the situation to produce the best

possible solution to the business problem.

• Learn as much as you can about what‘s happening in business. The knowledge will not only

help you develop reader benefits and provide examples but also make you an even more

impressive candidate in job interviews.

• Visit the Online Learning Center (http://www.mhhe.com/bcs6e) to see how the resources presented there can help you. You will find updated articles, resume and letter templates,

links to job hunting websites, and much more.

Communication skills are critical to success in both the new economy and the old. Business Communication: Building Critical Skills can help you identify and practice the skills you need. Have a good term—and a good career!

Cordially,

Stephen Kyo Kaczmarek

[email protected]

August 20, 2012

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About the Authors ix

August 20, 2012

Dear Professor:

Business Communication: Building Critical Skills (BCS) is here to help make your job teaching business communication a little bit easier.

Its modular design makes adapting BCS to 5–, 8–, 10–, or 15–week courses simpler. And, with videos, new media tools, and supplements, it is easy to adapt to Internet courses. The features

teachers and students find so useful are also here: anecdotes and examples, easy-to-follow lists,

integrated coverage of international business communication, analyses of sample problems, and a

wealth of in-class exercises and out-of-class assignments.

But BCS takes these features a step further. In each module you’ll also find

• Polishing Your Prose boxes, featuring straightforward instructions to help students correct common writing errors, as well as exercises to test what they know.

• Building a Critical Skill boxes, showing students how to apply what they know in the business world.

• Site to See boxes that invite students to use the Internet to get timely information available in cyberspace.

• Instant Replays to reinforce concepts students are reading. • Fast Forward/Rewind indicators to help students make connections between concepts in different modules.

• FYI boxes that provide some lighthearted information about business communication.

This sixth edition is thoroughly updated based on the latest research in business communication.

You’ll find many new problems and examples, new Polishing Your Prose exercises, and new Sites

to See. Your students will benefit from timelines that identify the steps in planning, writing, and

revising everything from seven-minute e-mail messages to memos taking six hours to reports

taking 30 business days. Cases for Communicators at the end of each unit provide individual and

group activities.

BCS also includes a comprehensive package of supplements to help you and your students.

• An Instructor’s Resource Manual with sample syllabi, an overview of each module, suggested lecture topics, in-class exercises, examples, discussion and quiz questions,

and solutions to problems.

• A Test Bank featuring hundreds of questions for use in quizzes, midterms, and final examinations—with answers. The Test Bank is in a computerized format (Mac or Windows) that allows you to create and edit your own tests.

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x About the Authors

• Videos showing real managers reacting to situations dealing with cultural differences, active listening, working in teams, and the virtual workplace.

• An Online Learning Center (http://www.mhhe.com/bcs6e) with self-quizzes for students, a bulletin board to communicate with other professors, current articles and research in

business communication, downloadable supplements, links to professional resources, and

more.

You can get more information about teaching business communication from the meetings and

publications of The Association for Business Communication (ABC). Contact

Dr. Betty S. Johnson

Executive Director

Association for Business Communication

PO Box 6143

Nacogdoches, Texas

75962-6143

Telephone: 936-468-6280

Fax: 936-468-6281

E-mail: [email protected]

Web: www.businesscommunication.org

We’ve done our best to provide you with the most comprehensive but easy-to-use teaching tools

we can. Tell us about your own success stories using BCS. We look forward to hearing from you!

Cordially,

Stephen Kyo Kaczmarek

[email protected]

August 20, 2012

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About the Authors xi

We’ve listened to your feedback on what you like and what you want improved in BCS, keeping as much of the text intact as possible while also making sure BCS6e accurately reflects changes in the workplace and in the field of business communication. In particu-

lar, Module 13 has been renamed “E-Mail Messages, Web Writing, and Technology” and

updated to include more discussion on using social networking tools, and Modules 27 and

28 integrate social media into job application documents. Throughout the book, you’ll find

hundreds of elements revised or all new, including FYIs, Sites to See, BCS boxes, Prob-

lems and Exercises, Polishing Your Prose exercises, and Cases for Communicators.

Module 1: This critical foundation module underscores the importance of excellent com- munication skills in the workplace. For this edition, it includes a new opener reflecting on

the tough economic realities of today’s workplace and how the ability to read and write

well gives professionals an edge on the competition. There are also new FYIs on Carnegie

Speech’s language training for a global market; vital 21st-century job skills that include

oral and written communication; the slow gains in reading skills among elementary and

middle school students (the next wave of college students and young professionals);

degrees of study and workplace success that correlate in surprising ways; a typo that may

have caused stock market chaos; and the most literate cities in the United States. A new

Site to See invites students to test their interpersonal skills, and the BCS box has been

updated to include information on start-up companies and a new Apple photo. A new end-

of-module problem and new Polishing Your Prose exercises round out the updates.

Module 2: Revisions to the module opener reinforce the importance of audience analysis, and some elements have been moved to improve the flow of the module. New FYIs include

discussions on an offensive ad by Nivea that failed to properly analyze its audience; errors

by FEMA and subsequent messages that made problems worse for disaster victims; the

travails of test takers and a talking pineapple; a politician’s lack of awareness of how audi-

ences might view his multimillion-dollar income; public criticism by P. J. Crowley that

cost him his job; and the value of role-playing to achieve buy-in from audiences. The BCS

box has been updated to note that Zappos was named by CNN/Money as one of the 100 Best Companies to Work For. A new end-of-module problem and all new Polishing Your

Prose exercises round out the updates.

Module 3: In an ever-shrinking world, this module’s overview of the elements of diversity and culture that help shape the workplace becomes even more critical for 21st-century

professionals. New FYIs in Module 3 focus on the rise of interracial marriages in the

United States; the value of touch to staying healthy; self-definition by Millennials in the

workplace; Nike’s sexist Olympic T-shirt design; women now scoring higher than men on

IQ tests; ads that present women and minorities offensively; Baby Boomers being targeted

by con artists; and the lack of diversity in U.S. television and what is being done about it.

A new Site to See offers reviews and links to apps that can make travel easier. New end-of-

module problems and new Polishing Your Prose exercises round out the updates.

Module 4: This module’s revised opener notes that while the increased pace of the work- place has brought increased pressure to compose faster and faster, writers must still take

care to compose effectively. New FYIs discuss how what constitutes revisions changes

according to audience; Mortgage Resolution Partners’ plan to keep more people in their

homes; errant e-mails that terrified hundreds of employees into thinking they were fired;

and tips from experts on overcoming procrastination. Site to See addresses have been

updated, and a new Site to See invites visitors to take beginning and advanced Microsoft

Word tutorials. New Polishing Your Prose exercises round out the updates.

New and Improved Coverage in BCS6e!

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xii About the Authors

Module 5: The module opener has been revised to emphasize that the principles of good design still apply to ever-changing social media, and the BCS box has been updated to ref-

erence Google Docs. Two new FYIs discuss the importance of document design—the first

being a Pew Charitable Trust study on how checking account documents are too confusing

to follow, and the second on how large, multi-touch screens are part of the next wave of

technological changes in how we use and format documents. Site to See addresses have

been updated, and a new Site to See offers tips on using PowerPoint slides in presenta-

tions. New Polishing Your Prose exercises round out the updates to the module, and the

new Case for Communicators for Unit 1 examines how poor proofreading caused financial

headaches for Old Navy.

Module 6: Modules 6, 7, and 8 detail the cornerstones of good business communication: you-attitude, positive emphasis, and reader benefits. They are briefer than some of the ear-

lier modules but are meant to be read as a collective. For Module 6, examples throughout

have been updated to reflect more current dates. One new FYI features a study that found

a link among prejudices, low intelligence, and social conservatism, while another notes

the lack of you-attitude among employees at Goldman Sachs, who, among other things,

referred to clients as “muppets.” A new Site to See invites students to test their Emotional

Intelligence. New end-of-module problems and new Polishing Your Prose exercises round

out the updates.

Module 7: Understanding the role of positive emphasis in business communication—and contrasting it with negative points of view—is vital to composing effective messages.

Revisions to this module include FYIs on the disturbing findings that for the first time,

most Americans do not believe today’s young people will have better lives than their par-

ents; the effect of optimism on both physical and financial health; the news that happier

people make better workers; the role of resilience in helping people cope with stress and

life’s challenges; tips on making video apologies; and updates on failed apologies and on

the happiest states in the United States. New end-of-module problems and new Polishing

Your Prose exercises round out the updates.

Module 8: Developing good reader benefits can challenge students, so new FYIs focus on creative and interesting ways that benefits affect people. These FYIs discuss how the

intrinsic value of self-image may be more important to people than even money; how bou-

tique grocery stores provide online shopping and home delivery benefits to customers; the

correlation between more education and longer life expectancy; and the counterintuitive

patterns of liars and cheaters being unfazed by potential consequences. New Polishing

Your Prose exercises round out the updates to the module, and the new Case for Com-

municators for Unit 2 examines how poor proofreading resulted in embarrassment for The New York Times.

Module 9: While the formats for memos and letters remain unchanged, technology is influencing how such documents are created and sent. Thus, new FYIs reflect on cloud

technology making it easier to store documents but with the added challenge of making

sure formats remain intact; indecipherable handwriting on letters and packages thwarted

by Post Office scanning equipment; and CEOs Mike Duke and Tom Barrack being embar-

rassed by the memos they sent to employees that went viral. Examples throughout this

module have been updated to reflect current dates. New Polishing Your Prose exercises

round out the updates.

Module 10: This module has been renamed “Informative and Positive Messages” and all examples have been updated to reflect more current dates. In addition, FYIs now include

the best out-of-office e-mail reply of all time; a movie trailer that uses a customer’s rant to

remind others of its no-talking/no-texting policy; chocolate, indeed, being able to change

a person’s mood for the better; customers tweeting complaints and how companies can

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About the Authors xiii

better manage their image; the earliest appearance of the now-popular word “information”;

and the effect of nearly 25% of the world workers’ depression on productivity. A new end-

of-module problem and all new Polishing Your Prose exercises round out the updates.

Module 11: New FYIs include how what most people would consider bad news actu- ally helped shooting victim Petra Anderson; the surprising answer to who was behind a

campaign to spread negative information about Google; the potential negative effect on

reputation from working at home; types of “toxic” bosses in the workplace; workers want-

ing honesty from managers and supervisors; a gay instructor fired by Facebook for daring

to give a chatty employee a look; Lego’s attempts to cater to girls; and the most educated

employees also facing the most stress on the job. Sites to See addresses have been updated,

and examples throughout this module reflect more current dates. A new end-of-module

problem and all new Polishing Your Prose exercises round out the updates.

Module 12: Though we’re surrounded by persuasive messages every day, understanding them and then creating our own effective ones require careful effort. For better flow in the

discussion, some elements of this module have been moved, and new FYIs discuss online

bullying persuading people to help the victims; former Xerox CEO Anne Mulcahy almost

being persuaded by sexist salespeople to go somewhere else; “birthers” refusing to be per-

suaded by President Obama’s birth certificate; branding’s effect on persuading consumers;

the “like me bias” in performance appraisals; and tips for writing effective sales letters.

Revisions to existing FYIs involve product placement in James Bond movies, and Block-

buster Video CEO Jim Keyes’ public criticism of Netflix failing to persuade consumers.

A new end-of-module problem and all new Polishing Your Prose exercises round out the

updates.

Module 13: Of all the modules in BCS6e, this one has been revised the most extensively, reflecting the rapid changes that come with our highly technological age. For starters, it has

been renamed “E-Mail Messages, Web Writing, and Technology,” and the body copy has

been tweaked to better integrate technology into the discussion while examples have been

updated to reflect more current dates. In particular, the discussion on using social network-

ing tools has been expanded, and a new photo coordinates with changes to Facebook’s

current design. Some elements have been moved to improve the flow of the discussion.

New FYIs discuss the ever-increasing use of smartphones for e-mail and web use; a cyber-

stalking investment manager’s 1,600-word plea for another date; a study of more than

977 e-mail messages revealing that shorter subject lines attract more clicks; Pew Research

Center’s findings that most Americans prefer vocal communication to texting, while a

Nielsen survey shows that 13- to 17-year-olds send and receive 10 times as many texts as

people ages 45 to 54; signs that the popularity of blogging among young people is waning;

tips to use social networking in business; offensive tweets that got their authors in trouble;

Latino and Hispanic Americans leading the way in embracing web technology; and a host

of tips for better cell phone etiquette. An existing FYI includes more information on e-mail

etiquette, and a new Site to See offers 20 tips on using Facebook in business. A new end-

of-module problem and new Polishing Your Prose exercises round out the updates to the

module, and the new Case for Communicators for Unit 3 examines the problems United

Airlines faced when a computer glitch booked flights to Asia at an incorrect price.

Module 14: This module focuses on the nuts and bolts of using grammar and punctua- tion effectively. New FYIs reveal how 45% of employers surveyed say they are increas-

ing training to improve grammar and other skills of employees; how CEO Kyle Wiens

requires all job applicants to his companies to take a grammar test; and commentator

Andy Rooney’s aversion to apostrophes. There is also an addition to an existing mod-

ule regarding a cable TV charge of $16.4 million, and Site to See addresses have been

updated. New end-of-module problems and new Polishing Your Prose exercises round out

the updates.

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xiv About the Authors

Module 15: Because choosing the right word is as much an art as it is a skill, new FYIs present examples of real-world applications—as well as misapplications: how U.S. presi-

dents have managed to misspeak in public; what food label language might actually mean;

idiomatic phrases that baffle non-native speakers of English; and the limitations of spell-

checkers with common errors. The BCS box has been revised to challenge readers to think

about the implications of a study that shows “mean” men do better in the workplace than

nicer ones. New end-of-module problems and new Polishing Your Prose exercises round

out the updates.

Module 16: New FYIs in this module include the arrogant style of a college student seek- ing a summer job; missed opportunities for message revision that resulted in athletes being

insulted or being dismissed from the field of play; buzzwords on LinkedIn that are over-

used; and venerable critic Roger Ebert’s Facebook page being censored for posts during

a heated exchange. An existing FYI has been updated to include the 2012 winners of a

wacky warning label contest, and the BCS box caption has been updated to note Johnnetta

B. Cole’s current position as chair of the institute that bears her name. New end-of-module

and new Polishing Your Prose exercises round out the updates to the module, and the new

Case for Communicators for Unit 4 examines how a misspelling on a key road sign proved

an embarrassment for the state of Ohio.

Module 17: This module features new FYIs on how listeners today need a shift in stimula- tion about every 20 minutes; how students learning foreign languages did better after train-

ing in listening skills; and how archetypes for bad listeners, including Preamblers, such as

the hosts of CNN’s Crossfire were called out by guest Jon Stewart for using the show as a platform to give speeches on their points of view. Site to See addresses and the caption for

the photo of Elizabeth Gonzalez-Gann have also been updated.

Module 18: New FYIs to help students better understand how to be effective on work teams discuss the hidden costs of being on a team; how introverts may suffer from the

effects of groupthink; how social networking media is making us lonelier; how to use hip

hop as a team-building exercise; ways to keep “digital nomads” connected with the work-

place; and how a diverse team of students presented a business plan at Florida Atlantic

University. The existing FYI on bad bosses has been revised to include the results of two

recent polls. New Polishing Your Prose exercises round out the updates.

Module 19: A new module opener underscores how meetings are viewed by many employ- ees, as well as the importance of choosing whether to hold a meeting in the first place. New

FYIs focus on how many hours CEOs spend in meetings; using chocolate and other cre-

ative ways to keep meetings on track; tips to be an effective meeting participant; caveats

for teleconferencing; companies, such as Nutrisystem, Symantec, and Herman Miller, that

are holding annual meetings online; and Twist, an app from investor Bill Lee that helps

track where meeting-goers are. One FYI has been revised to include information on using

tablet PCs and other tools to make meetings more interactive, and Site to See addresses

have been updated. New Polishing Your Prose exercises round out the updates.

Module 20: New FYIs include Kathy Caprino’s tips to avoid mistakes in speeches; gaffes by a university president; Microsoft’s Kirill Tatarinov’s quick recovery from a technical

glitch during a presentation; a poetry recitation that went horribly wrong; Steve Carell’s

effective use of humor during a graduation speech; a criminal’s conviction being upheld

because of his silence; and the importance of rehearsing before a speech. A new Site to See

showcases PowerPoint examples and other resources. New Polishing Your Prose exercises

round out the updates to the module, and the new Case for Communicators for Unit 5

looks at the role of charisma in leadership and whether people can be trained to be more

charismatic.

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About the Authors xv

Module 21: This module on proposals and progress reports features new FYIs on how feasibility studies on sports arenas show they are money losers for taxpayers; the London

Business School’s John W. Mullins’ advice on writing a good business plan; how people

are using Twitter to submit business plans; how some successful businesses nevertheless

had their business plans lose in-class competitions; the effect of discourse communities on

sales proposals; and the results of Apple’s annual Supplier and Responsibility Report. Site

to See addresses have been updated, and new Sites to See include sample recommendation

reports from the Centers for Disease Control, tips for writing proposals from the Small

Business Association, the New York City school system’s progress reports, and progress

reports from the World Health Organization on the fight against HIV/AIDS. Examples

throughout the module have been updated to reflect more current dates. New Polishing

Your Prose exercises round out the updates.

Module 22: Because research is so critical today, a new module opener stresses the impor- tance of research to business and industry, as well as the need to make sure information

resources are trustworthy. Minor tweaks have been made to the body copy. New FYIs

include a discussion on Splunk, the first “Big Data” company to go public; how a Florida

man convicted of murder got a new trial because a stenographer erased records inadver-

tently; unusual findings from research, such as how the more debt college students have,

the higher their self-esteem; the high number of fake accounts on Facebook; estimates

of how much data is consumed annually online; racist tweets that got two Olympians

expelled from the London games; and the amount of money spent by corporations for

employee training despite a lack of research on its effectiveness. New Sites to See include

Survey Monkey and the Purdue OWL website. New Polishing Your Prose exercises round

out the updates.

Module 23: Some elements of this module have been reorganized to improve flow. New FYIs include reports from companies questioning the effectiveness of Facebook ads;

how younger people are choosing to rent a wide variety of items rather than own them;

a Georgetown University report that despite some college majors being more employable

than others, research still shows a college degree is worth it; employers scouring credit

reports on job applicants; “pink slime” and its effects on consumer perceptions; and how

disorganization—not just in documents but in general—costs companies. New Polishing

Your Prose exercises round out the updates.

Module 24: The sample student report in this module has been revised to reflect more cur- rent dates. One new FYI discusses an innovative annual report from Austria Solar that uses

light to make text on its otherwise blank pages visible. Another new FYI gives examples

of how report data helps organizations to strategize. Orbitz, for instance, found that Apple

users spend as much as 30% more per night on hotels than PC users. Site to See addresses

have been updated, and new Sites to See include Graphis’s Top 100 Annual Reports win-

ners and a copy of NASA’s Education Recommendation Report. A new Polishing Your

Prose exercise rounds out the updates.

Module 25: A new module opener emphasizes the importance of charts, graphs, clip art, and other images in this increasingly visual age. New FYIs include technology that allows

people to write using eye movements; tips for effective visual note taking; websites like

Pinterest and Flickr that are changing the way we share information; how Ambassador

Gary Locke became a hit in China for carrying his own bags and getting his own coffee;

hidden messages in corporate logos; and the challenges from corporate branding on the

2012 Olympics. New Polishing Your Prose exercises round out the updates to the module,

and the new Case for Communicators for Unit 6 looks at how waterless car washes are

transforming that industry in the Middle East, as well as implications for such businesses

in the United States.

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xvi About the Authors

Module 26: The module opener has been revised to discuss the challenges of finding a job in a bad economy as well as how getting started early and using social networking tools

like LinkedIn and Facebook can help. Some elements have been reorganized to improve

flow. New FYIs include revelations on how despite younger people embracing information

technology, relatively few of them choose it as a career field; location being a major factor

in job applicant trends; how unemployment is affecting college graduates and how many

jobs that don’t require degrees are going unfilled; the top master’s degrees for income

potential and which career requiring a graduate degree women find most satisfying; apps

for people looking for a job; states making it illegal to bar the unemployed from applying

for jobs; how employees in the middle of the income pack are vulnerable to downsizing;

and how unemployment is affecting different generations. New Polishing Your Prose exer-

cises round out the updates.

Module 27: Revisions to the module opener note how technology may be changing how résumés look and are submitted, underscoring the need to adapt to the employer’s expec-

tations. Minor tweaks have been made to improve body copy. Examples throughout the

module have been updated to reflect more current dates, and several examples now include

social networking page addresses. New FYIs discuss a college student who sent a photo of

Nicolas Cage instead of her résumé to a prospective employer; résumé gaffes like listing

“phishing” as a hobby; how companies use tracking systems to check on applicants’ social

networking pages; the proliferation of lies on résumés; and how recruiters and others use

Facebook and Google to screen applicants.

Module 28: The module opener reminds job applicants to use the process employers want, such as a brief e-mail message in lieu of a formal letter in some cases. Examples through-

out the module have been updated to reflect more current dates. New FYIs include discus-

sions on a 3,000-word rejection letter sent to job applicants that went viral, and debates

among experts as to whether the job application letter is going away. New Sites to See pro-

vide job application letter examples from Virginia Polytechnic Institute, State University,

and Monster. New Polishing Your Prose exercises round out the updates.

Module 29: New FYIs in this module cover employers wanting Facebook passwords from applicants; UBS AG’s stringent dress codes; leaving emotional baggage behind in job

interviews; a survey that revealed 70% of hiring managers have experienced odd behavior

from interviewees; unusual stress interview situations; how students coming from homes

that appreciate in value are more likely to go to more expensive colleges; LinkedIn’s com-

pilation of worst questions asked of female job applicants; advice from Jason Fried for hir-

ing managers to screen out applicants who ask “how” instead of “why” questions; and tips

for making the most of virtual job interviews. New Polishing Your Prose exercises round

out the updates.

Module 30: Revisions to this module’s opener remind students to think in terms of careers rather than simply jobs, and to be self-reliant but not mercenary. New FYIs include Jenny

Foss’s advice on staying in touch with job interviewers through such resources as Link-

edIn; planning carefully for career and early retirement; and how today’s employees are

more likely to have many short-term jobs in their careers than previous generations did.

Examples throughout the module have been updated to reflect more current dates. New

Polishing Your Prose exercises round out the updates to the module, and the new Case for

Communicators for Unit 7 looks at how traditional Arts and Sciences programs at universi-

ties are starting to incorporate entrepreneurial and other job-related coursework into their

curriculums.

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xvii

All writing is in some sense collaborative. This book in particular builds upon the ideas

and advice of teachers, students, and researchers. The people who share their ideas in con-

ferences and publications enrich not only this book but also business communication as a

field.

People who contributed directly to the formation of this sixth edition include the

following:

Frederick C. Alm, Hudson Valley Community College

Roxanne Bengelink, Kalamazoo Valley Community College

Danielle Blesi, Hudson Valley Community College

Mary Young Bowers, The W.A. Franke College of Business-Northern Arizona University

Marjorie Coffey, Oregon State University

Donna R. Everett, Morehead State University

Frances M. Hale, Columbus State Community College

Anna Haney-Withrow, Florida Gulf Coast University

Elizabeth F. Heath, Florida Gulf Coast University

Norma Johansen, Scottsdale Community College Business Institute

James Katt, University of Central Florida

Mark Mabrito, Purdue University Calumet

Marcia A. Metcalf, Northern Arizona University

Lori Oldham, San Diego City College

Miri Pardo, St. John Fisher College

Richard D. Parker, Ph.D., High Point University

Renee Rallo, Florida Gulf Coast University

Marcel M. Robles, Eastern Kentucky University

Kathy Standen, Fullerton College

Sharron Stockhausen, Anoka Ramsey Community College

Laura Alderson, The University of Memphis

Paula E. Brown, Northern Illinois University

Debra Burelson, Baylor University

Donna Carlon, University of Central Oklahoma

Elizabeth Christensen, Sinclair Community College

Dorinda Clippinger, University of South Carolina—The Moore School of Business

Linda Di Desidero, University of Maryland University College

Melissa Fish, American River College

Acknowledgments

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xviii Acknowledgments

Catherine Flynn, University of Maryland University College

Dina Friedman, University of Massachusetts Amherst

Canday A. Henry, Westmoreland County Community College

Sara Jameson, Oregon State University

Mark Knockemus, Northeastern Technical College

Gary Kohut, University of North Carolina at Charlotte

Anna Maheshwari, Schoolcraft College

Kenneth R. Mayer, Cleveland State University

William McPherson, IUP

Joyce Monroe Simmons, Florida State University

Gregory Morin, University of Nebraska at Omaha

Christine E Rittenour, University of Nebraska-Lincoln

Teeanna Rizkallah, California State University, Fullerton

Joyce W. Russell, Rockingham Community College

Stacey Short, Northern Illinois University

Natalie Sillman-Webb, The University of Utah

Vicki Stalbird, Sinclair Community College

Jan Starnes, The University of Texas at Austin

Bonnie Rae Taylor, Pennsylvania College of Technology

William Wardrope, University of Central Oklahoma

Mark Alexander, Indiana Wesleyan University

Laura Barnard, Lakeland Community College

Trudy Burge, University of Nebraska-Lincoln

Jay Christensen, California State University-Northridge

Dorinda Clippinger, University of South Carolina

Linda Cooper, Macon State College

Patrick Delana, Boise State University

Donna Everett, Morehead State University

Melissa Fish, American River College

Linda Fraser, California State University-Fullerton

Mary Ann Gasior, Wright State University

Sinceree Gunn, University of Alabama, Hunstville

Diana Hinkson, Texas State University-San Marcos

Paula Holanchock, Flagler College

Stanley Kuzdzal, Delta College

Bill McPherson, Indiana University of Pennsylvania

Julianne Michalenko, Robert Morris University

Joyce Russell, Rockingham Community College

Janine Solberg, University of Illinois at Urbana-Champaign

Carolyn Sturgeon, West Virginia State University

Bonnie Taylor, Pennsylvania College of Technology

Jie Wang, University of Illinois at Chicago

William Wardrope, University of Central Oklahoma In addition, the book continues to benefit from the contributions of the following people:

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Acknowledgments xix

Linda Landis Andrews, University of Illinois at Chicago

Laura Barnard, Lakeland Community College

Barry Belknap, University of Saint Francis

Bruce Bell, Liberty University

Mary Lou Bertrand, SUNY-Jefferson

Pam Besser, Jefferson Community College

Martha Graham Blalock, University of Wisconsin

Stuart Brown, New Mexico State University

David Bruckner, University of Washington

Joseph Bucci, Harcum College

Donna Carlon, University of Central Oklahoma

Martin Carrigan, University of Findlay

Bill Chapel, Michigan Technological University

Dorinda Clippinger, University of South Carolina

Janice Cooke, University of New Orleans

Missie Cotton, North Central Missouri College

Christine Cranford, East Carolina University

James Dubinsky, Virginia Polytechnic Institute and State University

Ronald Dunbar, University of Wisconsin—Baraboo/Sauk County

Kay Durden, University of Tennessee at Martin

Sibylle Emerson, Louisiana State University in Shreveport

Donna Everett, Morehead State University

Patricia Garner, California State University, Los Angeles

Kurt Garrett, University of South Alabama

Shawn Gilmore, University of Illinois at Urbana-Champaign

Dorothy Gleckner, Bergen Community College

Jeff Goddin, Kelley School of Business

Geraldine Harper, Howard University

Rod Haywood, Indiana University—Bloomington

Jeanette Heidewald, Kelley School of Business

Pashia Hogan, Northeast State Technical Community College

Paula Kaiser, University of North Carolina—Greensboro

Gary Kohut, University of North Carolina at Charlotte

Linda LaDuc, University of Massachusetts Amherst

Luchen Li, Kettering University

Sandra Linsin, Edmonds Community College

Jeré Littlejohn, University of Mississippi

Richard Malamud, California State University, Dominguez Hills

Kenneth Mayer, Cleveland State University

Susan Smith McClaren, Mt. Hood Community College

Lisa McConnell, Oklahoma State University

Vivian McLaughlin, Pierce College

Susan Mower, Dixie State College of Utah

Elwin Myers, Texas A&M University—Corpus Christi

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xx Acknowledgments

Judy O’Neill, University of Texas at Austin

Patricia Palermo, Drew University

Richard Parker, Western Kentucky University

Clare Parsons, University of Maryland College Park

Patricia Payette, SUNY—Morrisville State College

Rebecca Pope, Iowa State University

Sherilyn Renner, Spokane Community College

Brenda Rhodes, Northeastern Junior College

Janice Schlegel, Tri-State University

Virginia Schmitz, University of Richmond

Heidi Schultz, University of North Carolina at Chapel Hill

Mageya Sharp, Cerritos College

Karl Smart, Central Michigan University

Carol Smith, Fort Lewis College

Harold Snyder, East Carolina University

Charlene Sox, Appalachia State University

Janet Starnes, University of Texas at Austin

Robert Stubblefield, North Carolina Wesleyan University

Judith Stuhlman, SUNY—Morrisville State College

Susan Sullivan, Oakland City University

Jean Thornbrugh, Langston University—Tulsa

Marcia Toledo, Pacific Union College

Scott Troyan, University of Wisconsin—Madison

Deborah Valentine, Emory University

John Waltman, Eastern Michigan University

Jie Wang, University of Illinois at Chicago

Jean West, California State University—Hayward

Mary Williams, University of Central Oklahoma

Sonia Wilson-Pusey, Estfield College

For having provided encouragement and assistance in past editions, we also thank

Donna Kienzler, Iowa State University

Alisha Rohde, The Ohio State University We thank Kitty’s husband, Robert S. Mills, who in past editions provided a sounding

board for ideas, encouragement, and, when deadlines were tight, weekly or nightly rides

to Federal Express.

Thanks goes to Marith Adams for a keen eye, cheerful disposition, and excellent

proofreading ability.

Steve thanks for encouragement over the years friends and colleagues too numerous

to mention in their entirety here. Of special note are Marith Adams, Bruce Ardinger,

Carol Baker, Daniel Barnes, J. D. Britton, Saretta Burke, Lucy Caswell, Jen Chapman,

Laura Dachenbach, Elizabeth Dellapa, Ann Frazier, Janet Gething, Kate Hancock, David

Hockenberry, Charlie Hottel, Marilyn Howard, Sheila Kapur, Lisa Mackall-Young,

Valeriana Moeller, Susan Moran, Donna Pydlek, Crystal Robinson, Maggie Sanese, Bud

Sawyer, Wilma Schneider, David Smith, Mike Snider, Jim Strider, Joe Taleroski, and, of

course, his coauthor, friend, and mentor, Kitty O. Locker. Special thanks also go to his

mother, Myo, and sister, Susan, for love, strength, and guidance—and for putting up with

him in ways that can only be described as truly remarkable.

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xxi

Building a Critical Skill Building a Critical Skill boxes

explain 30 skills necessary for job

success. Topics include Dealing with

Discrimination, Leading by Listening,

and Negotiating Salary and Benefits.

Module Openers Modules open with short objectives that

concisely convey the important concepts of

the module. The module learning objectives

map the topics and motivate students to

learn the material. The module addresses

each learning objective with a thorough

coverage of each topic and teaches real-

world skills important in business.

The 6th edition of Business

Communication: Building Critical

Skills reinforces the essential skills

of good communication. The

contents consist not of chapters

but of 30 skill-centered modules

that can be taught in any order.

Please take a moment to page

through the highlights of this 6th

edition to see the helpful tools that

reinforce this flexible approach

to business communication

education.

38

I n any organization, you’ll work with people whose backgrounds differ from yours. Residents of small

towns and rural areas have different notions of friendliness than do people from big cities. Califor-

nians may talk and dress differently than people in the Midwest. The cultural icons that resonate for

Baby Boomers may mean little to teenagers. The world continues to become globalized.

As Americans become busier and globalization continues to change the workplace, consumer

services performed by employees in other countries are becoming more common. For instance, jet-

setting U.S. executives can have personal assistants from Ask Sunday—based in New York but with

most of its workforce in India—handle everything from ordering local takeout meals to sending birth-

day greetings to friends and family. With 10,000 subscribers, TutorVista provides tutoring in a range

of K–12 subjects from 600 tutors based in India. 1 “Offshoring” of jobs is expected to continue, with

Forrester Research, Inc., predicting that American employers will move about 3.3 million white-collar

service jobs overseas in the next five years. 2

LO 3-1 Define culture through context.

LO 3-2 Compare and contrast dimensions of culture.

LO 3-3 Apply strategies for international communication success.

LO 3-4 Identify differences among generations.

LO 3-5 Apply strategies for workplace dis- crimination solutions.

LO 3-6 Apply strategies for bias-free documents.

Module 3 explores the many facets of communicating across cultures in business. After completing

the module, you should be able to

LEARNING OBJECTIVES

Communicating Across Cultures 3

Module

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Understanding What Your Organization Wants LO 2-1

Building a Critical Skill

Michelle wondered whether her boss was sexist. Everyone else

who had joined the organization when she did had been pro-

moted. Her boss never seemed to have anything good to say

about her or her work.

Michelle didn’t realize that, in her boss’s eyes, she wasn’t

doing good work. Michelle was proud of her reports; she

thought she was the best writer in the office. But her boss val-

ued punctuality, and Michelle’s reports were always late.

Just as every sport has rules about scoring, so, too, do work-

places have rules about what “counts.” Even in the same indus-

try, different organizations and different supervisors may care

about different things. One boss circles misspelled words and

posts the offending message on a bulletin board for everyone

to see. Other people are more tolerant of errors. One company

values original ideas, while another workplace tells employees

just to do what they’re told. One supervisor likes technology

and always buys the latest hardware and software; another is

technophobic and has to be persuaded to get needed upgrades.

Succeeding in an organization depends first on understand-

ing what “counts” at your organization. To find out what counts

in your organization:

• Ask your boss, “What parts of my job are most important?

What’s the biggest thing I could do to improve my work?”

• Listen to the stories colleagues tell about people who have

succeeded and those who have failed. When you see pat-

terns, check for confirmation: “So his real problem was that

he didn’t socialize with co-workers?” This gives your col-

leagues a chance to provide feedback: “Well, it was more

than never joining us for lunch. He didn’t really seem to care

about the company.”

• Observe. See who is praised, who is promoted.

Understanding, by the way, can and should be a two-way

street. Online shoe retailer Zappos.com listened to employees

who said they wanted a workplace that is more accommodat-

ing to their lifestyle. The result was a nap room for a quick

snooze and social events that include after-hours mixers and

lighthearted “parades” in the office. With $1 billion in sales in

2009 alone, the company also encourages its 1,500 employees

to tweet about Zappos and hosts free daily tours of its Las Vegas

headquarters. The work still gets done. In 2012, Zappos was

named one of CNNMoney’s 100 Best Companies to Work For.

Source: Morley Safer, “The ‘Millennials’ Are Coming,” 60 Minutes, November 11, 2007; and Jake Chessum, “How to Make Customers Love

You,” Inc., 2010. Downloaded on February 12, 2010, at http://www.inc. com/ss/how-to-make-customers-love-you ; and “100 Best Companies

to Work For,” CNNMoney, February 6, 2012, http://money.cnn.com/ magazines/fortune/bestcompanies/2012/snapshots/11.html .

Who is my audience? LO 2-2

▶ More people than you might think!

In an organizational setting, a message may have five separate audiences. 1

1. The primary audience will decide whether to accept your recommendations or will act on the basis of your message. You must reach the decision maker to fulfill your

purposes.

2. The secondary audience may be asked to comment on your message or to implement your ideas after they’ve been approved. Secondary audiences can also include lawyers

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Guided Tour

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xxii

Site to See Site to See boxes show websites that

provide more information about topics

in the modules. You’ll find The Home

for Abused Apostrophes, Word Games

on the Web, How to Use Parliamentary

Procedure, and Before and After

Versions of PowerPoint Slides.

FYI FYI sidebars in each module include

fun factoids such as which messages

busy executives notice, errors that

spell-checkers won’t catch, and even

how students are being paid to study

on company time.

School writing often follows the traditional essay form, with a thesis statement up front,

paragraphs of evidence, and a final concluding paragraph.

• Business communication is organized to meet the psychological needs of the reader.

Most often, the main point comes up front (▶▶ Modules 10–12).

Style

• The style for school writing is often formal. Big words and long sentences and

paragraphs are often rewarded.

• The style for business communication is friendly, not formal. Short words and a mix of

sentence and paragraph lengths are best (▶▶ Modules 15 and 16).

Document Design

• School writing often rewards long paragraphs. Papers are often double spaced, with no

attention to visual design.

• Businesspeople want to be able to skim documents. Headings, lists, and single-spaced

paragraphs with double spacing between paragraphs help readers find information

quickly (▶▶ Module 5).

Visuals

• Except for math, construction, and engineering, few classes expect writing to contain

anything other than words.

• Business writers are expected to choose the most effective way to convey information.

Even a one-page memo may contain a table, graph, or other visual. You’ll be expected to

be able to use computer programs to create graphs, visuals, and slides for presentations

(▶▶ Modules 5, 20, and 25).

What does communication accomplish? LO 1-3

The National Assessment of

Adult Literacy, a study by the

U.S. Department of Education,

showed that Mississippi has

improved adult literacy in every

one of its counties. Some

other states, however, saw

an increase in adult illiteracy,

and one in seven U.S. adults

is challenged to read anything

more complex than a child’s

picture book.

Source: Greg Toppo, “Literacy Study: 1 in 7 Adults are Unable

to Read this Story,” USAToday.

January 8, 2009, http://

www.usatoday.com/news/

education/2009-01-08-adult-

literacy_N.htm .

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munication and have different attitudes toward oral and written channels (◀◀ Module 2, p. 24).

12 As Figure  3.1 shows, low-context cultures favor direct approaches and may see

indirectness as dishonest or manipulative. The written word is seen as more important than

oral statements, so contracts are binding but promises may be broken. Details matter. Busi-

ness communication practices in the United States reflect these low-context preferences.

How does culture affect business communication? LO 3-2

▶ In every single aspect!

Culture influences every single aspect of business communication: how to show politeness

and respect, how much information to give, how to motivate people, how loud to talk, even

what size paper to use.

The discussion that follows focuses on national and regional cultures. But business com-

munication is also influenced by the organizational culture and by personal culture, such

as gender, race and ethnicity, social class, and so forth. As Figure 3.2 suggests, all of these

from cultures around the globe.

Source: Megan Lindo, “Cosmopolitan Meal, or a

Whopper?” The Chronicle of Higher

Education. February 29, 2008, A6.

Site to See

Go to

http:// travelandcultureapps.com/

for reviews and links to apps

that can make travel easier.

Go to

loc03261_ch03_038-058.indd 40 19/12/12 7:37 PM

understand the social and political relationships among readers, and negotiate

conflicts orally rather than depending solely on the document. These writers were

then able to think about content as well as about organization and style, appeal to

common grounds (such as reducing waste or increasing productivity) that several

readers shared, and reduce the number of revisions needed before documents

were approved. 5

Thinking about the content, layout, or structure of your document can also give you

ideas. For long documents, write out the headings you’ll use. For anything that’s under

five pages, less formal notes will probably work. You may want to jot down ideas you

can use as the basis for a draft. For an oral presentation, a meeting, or a document with

lots of visuals, try creating a storyboard , with a rectangle representing each page or unit. Draw a box with a visual for each main point. Below the box, write a short caption

or label.

Letters and memos will go faster if you choose a basic organizational pattern before you

start. Modules 10, 11, and 12 give detailed patterns of organization for the most common

kinds of letters and memos. You may want to customize those patterns with a planning guide 6 to help you keep the “big picture” in mind as you write. Figure 4.3 shows planning guides developed for specific kinds of documents.

Instant Replay

How Experts Write

Expert writers

• Realize that the first draft

can be revised.

• Write regularly.

• Break big jobs into small

chunks.

• Have clear goals focusing

on purpose and audience.

• Have several different

strategies to choose from.

• Use rules flexibly.

• Wait to edit until after the

draft is complete.

I R

How Experts

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Instant Replay Instant Replay sidebars in the

margins of each module reinforce

key concepts presented earlier in the

module. Topics include Strategies for

Active Listening, Guidelines for Page

Design, Organizing Bad News to

Superiors, Responding to Criticism,

and How to Create a Summary of

Qualifications for a Résumé.

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Cases for Communicators Unit-ending cases provide both

individual and team activities to

solve communication challenges

faced by real-world companies and

organizations. Topics include the

costs of bad grammar, an alternative

to banner ads on the web, and the

role of improv in corporate training

programs.

Unit 2 Cases for Communicators

Keep on Reading with Us

In December 2011, The New York Times, one of the nation’s oldest and most respected newspapers, had to scramble to recover from an

e-mail message mistakenly sent out that promised a 50% discount

for 16 weeks on a subscription. The offer had been intended only

for a few hundred people who had recently cancelled subscriptions

but was instead sent to 8.6 million e-mail addresses.

Shortly after, the Times tweeted: “If you received an e-mail today about cancelling your NYT subscription, ignore it. It’s not

from us.” Of course, the newspaper did send the original e-mail

message.

Damage from the error included many people calling or writing

in to take advantage of the offer, including some who already had

a subscription but threatened to cancel unless the deal was hon-

ored. The Times did initially honor the discount, but later that day stopped giving out discounts. The results included angry customers

and a parody Twitter account poking fun at the mistake.

Individual Activity

Imagine you are in the Marketing Department of The New York Times and you have been selected to work on its campaign to regain subscriber confidence. The Times knows it has a strong product with a long history of satisfied readers. However, company execu-

tives fear that some subscribers may avoid renewing their subscrip-

tions in the future, especially those subscribers who weren’t able to

take advantage of the erroneous e-mail offer. In addition, potential

new subscribers may have been scared off by the negative publicity

surrounding the debacle.

To achieve its goal, the Marketing Department has decided to

e-mail a different offer to these customers. The company will use

the e-mail addresses already in its database for renewals but will

pay for additional e-mail addresses for potential customers. The

e-mail message, tailored to each customer group, will only be sent

to those customers who did not renew with the previous offer.

Subscribers will receive the following benefits:

• A free two-week subscription to its home-delivered print edi-

tion, along with a collectible holiday edition to anyone who

chooses to start or renew a subscription for three months.

• A free four-week subscription to its home-delivered print edi-

tion, along with a collectible holiday edition and a free Times coffee mug to anyone who chooses to start or renew a subscrip-

tion for six months.

• For either subscription, readers will get access to premium fea-

tures in the online version of the Times (The online version is

free but provides limited access to stories and other features,

such as a searchable database of older articles.)

While an e-mail message will go out to all of the customers

affected, the Times would like to segment the e-mail messages for subscribers more likely to respond to one offer versus the other. To

identify them, consider the following questions:

• What intrinsic and extrinsic benefits are inherent in a subscrip-

tion to The New York Times? What might customers gain from these benefits?

• What are the demographic and lifestyle characteristics of poten-

tial customers?

• What needs, feelings, or concerns might be motivating

customers?

• Why would customers pay for a print edition of The New York Times when a lot of the same information can be found free at the newspaper’s website?

Identify as many different potential customer groups as you can

think of, noting at least one intrinsic and one extrinsic benefit that

each group can expect from purchasing a Times subscription. Give enough detail in your customer descriptions so that the

Marketing Department can use the information to guide its choice

of appeals to customers.

Group Activity

Combine the results of your list with those of your classmates to

generate a comprehensive list of customers and benefits. Then, as a

group, select five customer groups on which to focus. Identify the

benefits that will be in the e-mail message to potential subscribers

and develop these benefits using psychological description.

Think of how the e-mail message will convince potential cus-

tomers they should purchase your company’s products.

Write the e-mail message: Be sure to:

• Include at least one intrinsic and one extrinsic benefit for each

customer group.

• Justify negative information, focusing on what the reader can

do rather than on limitations.

• Omit unnecessary negative information.

• Use you-attitude.

• Talk about the reader, not the company.

Source: “NY Times Offers Discounts in Mistaken E-Mail Gaffe,” December 28, 2011, http://finance.yahoo.com/news/nytimes-offers-

discounts-mistaken-email-gaffe-224635047.html .

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100 Unit Two Creating Goodwill

With an apostrophe, it’s is a contraction meaning it is. Without an apostrophe, its is a possessive pronoun meaning belonging to it.

Contractions always use apostrophes:

It is → it’s I have → I’ve You will → you’ll They are → they’re

Possessive pronouns (unlike possessive nouns) do not use

apostrophes:

His / hers / its

My / mine / our / ours

Your / yours

Their / theirs

Because both it’s and its sound the same, you have to look at the logic of your sentence to choose the right word. If you could sub-

stitute it is, use it’s. Decide whether to use contractions (such as it’s, they’re, you’re,

we’re, should’ve, and so forth) based on audience, purpose, and organizational culture. Some audiences find contractions too infor-

mal; others find a lack of contractions off-putting or unfriendly. If

the purpose of your document is to persuade while being casual,

then contractions make sense. If, however, documents have sig-

nificant legal ramifications, contractions may seem flip. Your

organization may have its own conventions, too—check past

correspondence to see what is preferred.

In general, more formal documents such as résumés and long

research reports use few (or no) contractions. Contractions are often

OK in e-mail, memos, and letters in which you want a conversa-

tional tone, such as a fund-raising letter for the local animal shelter.

Exercises

Choose the right word in the set of brackets.

1. [It’s/Its] a good idea to keep paper copies of documents, as

electronic files can be lost or corrupted.

2. Halle told us [it’s/its] going to be at least five business days

before we can expect a reply to our Singapore proposal.

3. Though the app has been thoroughly tested, [it’s/its] a good

idea to test it one more time, just to be certain.

4. Because the Halloran Company values innovation, [it’s/its]

vital that creative people have the opportunity to realize their

potential there.

5. Each department should make sure [it’s/its] personnel files are

kept confidential.

6. We believe [it’s/its] a sign of good faith that our customers

have stayed with us in tough economic times.

7. Patel and Associates is dedicated to making sure [it’s/its]

clients receive the best service possible.

8. In her keynote address, Sophia told us that an organization is

strong only because [it’s/its] employees are strong.

9. While [it’s/its] impossible to be prepared for all emergencies,

[it’s/its] prudent to have a general disaster plan.

10. To keep up with [it’s/its] competition, a company needs

to make certain [it’s/its] social networking pages are kept

up-to-date.

Check your answers to the odd-numbered exercises at the back of the book.

It’s/Its

Polishing Your Prose

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Polishing Your Prose Polishing Your Prose exercises

conclude each module. They

may be assigned in any order

throughout the term. Students

can do the odd-numbered

exercises for practice and check

the answers at the end of the

book. Answers to even-numbered

exercises, which can be assigned

for homework or used for quizzes,

are included in the Instructor’s

Resource Manual.

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Unit One Building Blocks for Effective Messages 1

1 Business Communication, Management, and Success 2 2 Adapting Your Message to Your Audience 19 3 Communicating Across Cultures 38 4 Planning, Writing, and Revising 59 5 Designing Documents, Slides, and Screens 73

Unit Two Creating Goodwill 89

6 You-Attitude 90 7 Positive Emphasis 101 8 Reader Benefits 112

Unit Three Letters, Memos, E-Mail, and Web Writing 113

9 Formats for Letters and Memos 114 10 Informative and Positive Messages 143 11 Negative Messages 164 12 Persuasive Messages 187 13 E-Mail Messages, Web Writing, and Technology 217

Unit Four Polishing Your Writing 237

14 Editing for Grammar and Punctuation 238 15 Choosing the Right Word 256 16 Revising Sentences and Paragraphs 271

Unit Five Interpersonal Communication 287

17 Listening 288 18 Working and Writing in Teams 297 19 Planning, Conducting, and Recording Meetings 312 20 Making Oral Presentations 325

Unit Six Research, Reports, and Visuals 342

21 Proposals and Progress Reports 343 22 Finding, Analyzing, and Documenting Information 359 23 Short Reports 377 24 Long Reports 392 25 Using Visuals 416

Brief Contents

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xxx Brief Contents

Unit Seven Job Hunting 437

26 Researching Jobs 438 27 Résumés 449 28 Job Application Letters 474 29 Job Interviews 491 30 Follow-Up Letters and Calls and Job Offers 507

Glossary 516

Polishing Your Prose 524

Endnotes 528

Credits 535

Index 537

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Contents xxxi

Module 1 Business Communication, Management, and Success 2

Will I really have to write? 5

Don’t I know enough about communication? 5

What does communication accomplish? 6

The Importance of Listening, Speaking, and Interpersonal Communication 8

The Purposes of Messages in Organizations 8

How much does correspondence cost? 8

What makes a message effective? 9

How should I analyze business communication

situations? 10

Building a Critical Skill Thinking Creatively 11

Module 2 Adapting Your Message to Your Audience 19

Building a Critical Skill Understanding What Your Organization Wants 20

Who is my audience? 20

Why is my audience so important? 22

Audience and PAIBOC 22 Audience and the Communication Process 23

What do I need to know about my audience(s)? 24

Analyzing Individuals and Members of Groups 24 Analyzing People in Organizations 27

Now that I have my analysis, what do I do with it? 29

What if my audiences have different needs? 30

How do I reach my audience(s)? 31

Module 3 Communicating Across Cultures 38 What is “culture”? 40

How does culture affect business communication? 40

Values, Beliefs, and Practices 41 Nonverbal Communication 41 Body Language 42 Space 43 Time 44 Oral Communication 45 Writing to International Audiences 48

There are so many different cultures! How can I know

enough to communicate? 48

Are differences among generations changing the workplace

and how we communicate? 49

Building a Critical Skill Dealing with Discrimination 50

How can I make my documents bias-free? 51

Making Language Nonsexist 51 Making Language Nonracist and Nonagist 53 Talking about People with Disabilities and Diseases 53 Choosing Bias-Free Photos and Illustrations 54

Module 4 Planning, Writing, and Revising 59 Planning 60 Writing 60 Revising 60

Does it matter what process I use? 60

I don’t have much time. How should I use it? 61

What planning should I do before I begin writing or

speaking? 62

What is revision? How do I do it? 64

Can a grammar checker do my editing for me? 65

I spell-check. Do I still need to proofread? 66

How can I get better feedback? 66

Can I use form letters? 67

Building a Critical Skill Revising after Feedback 68

How can I overcome writer’s block and procrastination? 69

Contents

Unit One Building Blocks for Effective Messages 1

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Module 5 Designing Documents, Slides, and Screens 73

How should I design paper pages? 74

Use White Space 74 Use Headings 74 Limit the Use of Words Set in All Capital

Letters 75 Use No More than Two Fonts in a Single

Document 75

Decide Whether to Justify Margins Based on the Situation and the Audience 77

How should I design presentation slides? 78

How should I design web pages? 79

How do I know whether my design works? 79

Building a Critical Skill Using Computers to Create Good Design 80

When should I think about design? 80

Module 9 Formats for Letters and Memos 126 How should I set up letters? 127

Building a Critical Skill Creating a Professional Image, 1 130

What courtesy titles should I use? 132

When You Know the Reader’s Name and Gender 136 When You Know the Reader’s Name but Not the

Gender 136 When You Know Neither the Reader’s Name Nor

Gender 136

How should I set up memos? 137

Unit Three Letters, Memos, E-Mail, and Web Writing 125

Unit Two Creating Goodwill 95

Module 6 You-Attitude 90 How do I create you-attitude in my sentences? 91

1. Talk about the Reader, Not about Yourself 91 2. Refer to the Reader’s Request or Order Specifically 92 3. Don’t Talk about Feelings, Except to Congratulate or

Offer Sympathy 92 4. In Positive Situations, Use You More Often than I. Use

We When It Includes the Reader 92 5. Avoid You in Negative Situations 93

Does you-attitude basically mean using the word you? 94

I’ve revised my sentences. Do I need to do anything else? 94

Building a Critical Skill Seeing Another Point of View 97

Module 7 Positive Emphasis 101 How do I create positive emphasis? 102

1. Avoid Negative Words and Words with Negative Connotations 102

2. Focus on What the Reader Can Do Rather than on Limitations 104

3. Justify Negative Information by Giving a Reason or Linking It to a Reader Benefit 105

4. If the Negative Is Truly Unimportant, Omit It 105 5. Bury the Negative Information and Present It

Compactly 105

Building a Critical Skill Using Positive Emphasis

Ethically 106

Why do I need to think about tone, politeness, and

power? 106

What’s the best way to apologize? 108

Module 8 Reader Benefits 112 Why do reader benefits work? 113

How do I identify reader benefits? 113

1. Think of Feelings, Fears, and Needs that May Motivate Your Reader. Then Identify Features of Your Product or Policy that Meet Those Needs 113

2. Identify the Features of Your Product or Policy. Then Think How These Features Could Benefit the Audience 114

How detailed should each benefit be? 115

How do I decide which benefits to use? 117

1. Use at Least One Benefit for Each Part of Your Audience 117

2. Use Intrinsic Benefits 117 3. Use the Benefits You Can Develop Most Fully 118

Building a Critical Skill Matching the Benefit to the Audience 119

What else do reader benefits need? 120

Unit Three Letters, Memos, E-Mail, and Web Writing 125

Unit Two Creating Goodwill 95

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Module 10 Informative and Positive Messages 143

What’s the best subject line for an informative or positive

message? 144

Making Subject Lines Specific 145 Making Subject Lines Concise 145 Making Subject Lines Appropriate for the Pattern of

Organization 145

How should I organize informative and positive

messages? 145

When should I use reader benefits in informative and

positive messages? 148

What are the most common kinds of informative and

positive messages? 150

Transmittals 150 Confirmations 151 Summaries 151 Adjustments and Responses to Complaints 151 Thank-You and Congratulatory Notes 152

How can I apply what I’ve learned in this module? 152

Problem 153 Analysis of the Problem 153

Building a Critical Skill Writing a Goodwill Ending 154 Discussion of the Sample Solutions 154

Module 11 Negative Messages 164 What’s the best subject line for a negative message? 165

How should I organize negative messages? 165

Giving Bad News to Customers and Other People Outside Your Organization 166

Building a Critical Skill Thinking about the Legal Implications of What You Say 168

Giving Bad News to Superiors 171 Giving Bad News to Peers and Subordinates 172

When should I consider using a buffer? 172

What are the most common kinds of negative

messages? 174

Rejections and Refusals 174 Disciplinary Notices and Negative Performance

Appraisals 175 Layoffs and Firings 175

How can I apply what I’ve learned in this module? 175

Problem 176 Analysis of the Problem 177 Discussion of the Sample Solutions 178

Module 12 Persuasive Messages 187 What is the best persuasive strategy? 188

What is the best subject line for a persuasive

message? 189

How should I organize persuasive messages? 190

Writing Direct Requests 191 Organizing Problem-Solving Messages 191

How do I identify and overcome objections? 193

What other techniques can make my messages more

persuasive? 196

Build Credibility 196 Build Emotional Appeal 196 Use the Right Tone 197

Building a Critical Skill Building Common Ground 198 Offer a Reason for the Reader to Act Promptly 198

What are the most common kinds of persuasive

messages? 199

Orders 199 Collection Letters 199 Performance Appraisals 200 Letters of Recommendation 202

How can I apply what I’ve learned in this module? 203

Problem 203 Analysis of the Problem 204 Discussion of the Sample Solutions 204

Module 13 E-Mail Messages, Web Writing, and Technology 217

How should I set up e-mail messages? 219

What kinds of subject lines should I use for e-mail

messages? 220

Subject Lines for Informative and Positive E-Mail Messages 222

Subject Lines for Negative E-Mail Messages 222 Subject Lines for Persuasive E-Mail Messages 223

Should I write e-mail messages the same way I write

paper messages? 223

Writing Positive and Informative E-Mail Messages 223 Writing Negative E-Mail Messages 223 Writing Persuasive E-Mail Messages 224

Building a Critical Skill Managing Your Time 225

What e-mail “netiquette” rules should I follow? 226

How and when should I use attachments? 226

What style should I use when writing for the web? 226

Can I use blogging on the job? 227

Can I use social networking tools for business

situations? 228

Facebook and MySpace 229 Spoke and LinkedIn 229 Twitter 230 YouTube 230

What other technologies use the Internet? 230

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Module 17 Listening 288 What do good listeners do? 289

Pay Attention 289 Focus on the Other Speaker(s) in a Generous Way 290 Avoid Making Assumptions 290 Listen for Feelings as Well as Facts 290

What is active listening? 291

How do I show people that I’m listening to them? 292

Can I use these techniques if I really disagree with

someone? 292

Building a Critical Skill Leading by Listening 293

Module 18 Working and Writing in Teams 297 What kinds of messages should groups attend to? 298

What roles do people play in groups? 299

Leadership in Groups 300

Unit Five Interpersonal Communication 287

Module 14 Editing for Grammar and Punctuation 238

Building a Critical Skill Creating a Professional Image, 2 239

What grammatical errors do I need to be able to fix? 239

Agreement 239 Case 241 Dangling Modifier 242 Misplaced Modifier 242 Parallel Structure 242 Predication Errors 243

How can I fix sentence errors? 243

Comma Splices 243 Run-On Sentences 244 Fused Sentences 244 Sentence Fragments 244

Should I put a comma every place I’d take a breath? 245

What punctuation should I use inside sentences? 245

Apostrophe 245 Colon 247 Comma 247 Dash 248 Hyphen 248 Parentheses 249 Period 249 Semicolon 249

What do I use when I quote sources? 249

Quotation Marks 250 Square Brackets 250 Ellipses 250 Underlining and Italics 250

How should I write numbers and dates? 251

How do I mark errors I find in proofreading? 251

Module 15 Choosing the Right Word 256

Does using the right word really matter? 257

Getting Your Meaning Across 257 Getting the Response You Want 257

Building a Critical Skill Thinking Critically 259

How do words get their meanings? 260

Is it OK to use jargon? 260

What words confuse some writers? 261

Module 16 Revising Sentences and Paragraphs 271

What is “good” style? 272

Building a Critical Skill Using the Right Tone 273

Are there rules I should follow? 273

What should I look for when I revise

sentences? 274

1. Use Active Verbs Most of the Time 274 2. Use Verbs to Carry the Weight of Your

Sentence 275 3. Tighten Your Writing 276 4. Vary Sentence Length and Sentence Structure 277 5. Use Parallel Structure 280 6. Put Your Readers in Your Sentences 281

What should I look for when I revise

paragraphs? 281

1. Begin Most Paragraphs with Topic Sentences 281 2. Use Transitions to Link Ideas 282

How does organizational culture affect style? 282

Unit Four Polishing Your Writing 237Unit Four Polishing Your Writing 237

Unit Five Interpersonal Communication 287

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Contents xxxv

Module 21 Proposals and Progress Reports 342

What is a “report”? 343

What should I do before I write a proposal? 343

What should go in a proposal? 345

Proposals for Class Research Projects 346 Sales Proposals 351

Building a Critical Skill Identifying “Hot Buttons” 352 Proposals for Funding 352 Figuring the Budget and Costs 352

What should go in a progress report? 353

Chronological Progress Reports 354 Task Progress Reports 354 Recommendation Progress Reports 355

Module 22 Finding, Analyzing, and Documenting Information 359

How can I find information online and in print? 360

Building a Critical Skill Using the Internet for Research 363

How do I write questions for surveys and interviews? 363

How do I decide whom to survey or interview? 366

How should I analyze the information I’ve

collected? 368

Understanding the Source of the Data 368 Analyzing Numbers 368 Analyzing Words 369 Checking Your Logic 370

How should I document sources? 370

Module 23 Short Reports 377 Do different kinds of reports use different patterns of

organization? 378

Informative and Closure Reports 378

Unit Six Research, Reports, and Visuals 341

Characteristics of Successful Student Groups 300

Building a Critical Skill Leading Without Being Arrogant 301

Peer Pressure and Groupthink 301

How should we handle conflict? 302

Steps in Conflict Resolution 302 Responding to Criticism 304 You-Attitude in Conflict Resolution 305

How can we create the best co-authored

documents? 306

Planning the Work and the Document 307 Composing the Drafts 307 Revising the Document 307 Editing and Proofreading the Document 307 Making the Group Process Work 308

Module 19 Planning, Conducting, and Recording Meetings 312

What planning should precede a meeting? 313

When I’m in charge, how do I keep the meeting on

track? 316

What decision-making strategies work well in

meetings? 316

Building a Critical Skill Networking 317

How can I be an effective meeting participant? 318

What should go in meeting minutes? 319

How can I use informal meetings with my boss to advance

my career? 319

Do virtual meetings require special

consideration? 320

Module 20 Making Oral Presentations 325 What decisions do I need to make as I plan a

presentation? 326

Choosing the Kind of Presentation 327 Adapting Your Ideas to the Audience 327 Planning Visuals and Other Devices to Involve the

Audience 328

How can I create a strong opener and close? 330

How should I organize a presentation? 332

Building a Critical Skill Finding Your Best Voice 333

What are the keys to delivering an effective

presentation? 334

Transforming Fear 334 Using Eye Contact 335 Standing and Gesturing 335 Using Notes and Visuals 335

How should I handle questions from the

audience? 336

What are the guidelines for group presentations? 337

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xxxvi Contents

Unit Seven Job Hunting 437

Module 26 Researching Jobs 438 What do I need to know about myself to job hunt? 439

What do I need to know about companies that might

hire me? 439

Building a Critical Skill Choosing Whether to Stay or Go 440

Should I do information interviews? 441

What is the “hidden job market”? How do I tap

into it? 443

What do I do if I’ve got a major weakness? 444

“All My Experience Is in My Family’s Business” 444 “I’ve Been Out of the Job Market for a While” 444 “I Want to Change Fields” 444 “I Was Fired” 444 “I Don’t Have Any Experience” 445 “I’m a Lot Older than They Want” 446

Module 27 Résumés 449 How can I encourage the employer to pay attention to my

résumé? 450

Building a Critical Skill Using a Computer to Create Résumés 451

What kind of résumé should I use? 452

How do the two résumés differ? 452

Chronological Résumés 452 Skills Résumés 458

What parts of the two résumés are the same? 461

Contact Information 461 Summary of Qualifications 461 Education 462 Career Objective 463 Honors and Awards 463 References 464

What should I do if the standard categories don’t fit? 465

Should I limit my résumé to just one page? 465

Feasibility Reports 378 Justification Reports 378

What are the basic strategies for organizing

information? 381

1. Comparison/Contrast 382 2. Problem-Solution 382 3. Elimination of Alternatives 382 4. General to Particular or Particular to General 383 5. Geographic or Spatial 383 6. Functional 384 7. Chronological 385

Should I use the same style for reports as for other

business documents? 385

1. Say What You Mean 385

Building a Critical Skill Asking Specific and Polite Questions 386

2. Tighten Your Writing 386 3. Use Blueprints, Transitions, Topic Sentences, and

Headings 386

Module 24 Long Reports 392 I’ve never written anything so long. How should I

organize my time? 393

How do I create each of the parts of a formal

report? 394

Title Page 409

Letter or Memo of Transmittal 409 Table of Contents 409

Building a Critical Skill Choosing a Long Report Format and Style 410

List of Illustrations 410 Executive Summary 410 Introduction 411 Background or History 411 Conclusions and Recommendations 412

Module 25 Using Visuals 416 What are stories, and how do I find them? 418

Does it matter what kind of visual I use? 418

What design conventions should I follow? 419

Tables 420 Pie Charts 420 Bar Charts 420 Line Graphs 421

Can I use color and clip art? 421

What else do I need to check for? 422

Building a Critical Skill Integrating Visuals into Your Text 424

Can I use the same visuals in my document and my

presentation? 425

Unit Seven Job Hunting 437

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Contents xxxvii

How do I create a scannable résumé? 465

How should I prepare an online résumé? 468

Can I use a video résumé? 468

Module 28 Job Application Letters 474 What kind of letter should I use? 476

How are the two letters different? 476

The First Paragraph of a Solicited Letter 478 First Paragraphs of Prospecting Letters 478 Last Paragraphs 480

What parts of the two letters are the same? 480

Showing a Knowledge of the Position and the Company 481

Separating Yourself from Other Applicants 481

Building a Critical Skill Targeting a Specific Company in Your Letter 482

Can I use T-letters? 482

How long should my letter be? 483

How do I create the right tone? 483

You-Attitude 483 Positive Emphasis 485

The company wants an e-mail application. What

should I do? 485

Module 29 Job Interviews 491 Why do I need an interview strategy? 493

What details should I think about? 493

What to Wear 493 What to Bring to the Interview 494

Note-Taking 494 How to Get There 494

Should I practice before the interview? 494

How to Act 495 Parts of the Interview 495 Stress Interviews 495

How should I answer traditional interview

questions? 496

Building a Critical Skill Negotiating Salary and Benefits 501

How can I prepare for behavioral and situational

interviews? 502

How can I prepare for phone or video interviews? 503

Module 30 Follow-Up Letters and Calls and Job Offers 507

What should I say in a follow-up phone call

or letter? 508

What do I do if my first offer isn’t the one I most

want? 508

Building a Critical Skill Being Enthusiastic 510

Is there anything else I should do? 511

Glossary 516

Polishing Your Prose Answers 524

Endnotes 528

Credits 535

Index 537

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1 Module 1 Business Communication, Management, and Success

Module 3 Communicating Across Cultures Module 4 Planning, Writing, and Revising

Module 2 Adapting Your Message to Your Audience

Module 5 Designing Documents, Slides, and Screens

Building Blocks for Effective Messages

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2

Module

LEARNING OBJECTIVES

Business Communication, Management, and Success

I f a word could sum up life in the early 21st century, it would be “change.”

Changes to politics, diversity, education, technology, fuel costs, and business practices have

altered the pace and quality of our lives. While change is ever constant, the scope of change over the

past decade has been startling. Consider how with a cell phone and Internet connection, one person

now can run a business globally or how workers can be employed from overseas or from the local

labor pool. More students are going to college than ever before, millions of American workers are

becoming eligible to retire, and millions of new workers are entering the job market—some with very

different expectations than those of previous generations.

Americans, and indeed much of the world’s population, also felt the stunning economic turbulence

that erupted in the first decade of the 21st century. Foreclosures soared, unemployment rose past 10%,

and foreign-born workers with H-1B visas found themselves heading back to their home countries for

greener pastures. 1

LO 1-1 Recognize myths about on-the-job writing.

LO 1-2 Distinguish business communica- tion from other school writing.

LO 1-3 Explain accomplishments through communication.

LO 1-4 Understand costs for business communication.

LO 1-5 Define criteria for effective messages.

LO 1-6 Apply strategies for communication analysis.

LO 1-7 Apply strategies for creative thinking.

Module 1 explores with you the importance of communication in the business world. After completing

the module, you should be able to

1

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Module 1 Business Communication, Management, and Success 3

As this book goes to press, the U.S. economy continues to improve, but for millions of

Americans struggling to make ends meet, the improvements have yet to affect their day-to-

day lives. At least one thing is clear, though: workers with high-level skills and education

continue to have the best chance of weathering the economic turbulence.

For instance, at the same time there were more than 600,000 job openings in education

and health services, there were only 67,000 openings in construction. A lack of talent caused

many jobs in the former—which typically require a higher level of education—to go unfilled. 2

Of course, no one is immune to the problems. There are plenty of skilled employees

who are unemployed or underemployed. Data suggest that college graduates under the age

of 25 and with bachelor’s degrees are facing one of the bleakest job markets in years. 3 But

you increase your chances of success with the more you know and the more you can do.

In particular, “soft skills,” such as communication skills, become even more important as

prospective employers scrutinize job applications.

Many Americans are challenged, however, by their level of English-language literacy. The

last large-scale study of U.S. literacy by the National Endowment for the Arts, for instance,

found that more American adults are not even reading one book a year, and the number of adults

with bachelor’s degrees deemed proficient in reading prose dropped from 40% to 31% in a

decade. 4 A literacy study funded by the Pew Charitable Trust found that more than half of grad-

uating students at four-year colleges and 75% at two-year colleges lack the literacy to handle

complex, real-life tasks, such as analyzing news stories and understanding credit card offers. 5

Work requires communication. People communicate to plan products and services;

hire, train, and motivate workers; coordinate manufacturing and delivery; persuade cus-

tomers to buy; and bill them for the sale. For many business, nonprofit, community, and

government organizations, the “product” is information or a service rather than something

tangible. Information and services are created and delivered by communication. In every

organization, communication is the way people get their points across, get work done, and

get recognized for their contributions.

Unless you have a fairy godmother, you’ll need to know how to communicate.

Copyright © 1993 Warren Miller/The New Yorker Collection, www.cartoonbank.com .

Carnegie Speech is among

companies providing English

language training in an age

of globalization, in this case

to pilots who are non-native

speakers of English. Beyond

reading and writing, pilots

must be able to pronounce

words sufficiently so there is

no confusion with the control

tower. The potential for

disaster is great enough that

the United Nations issued new

recommendations to improve

English-language acquisition,

citing past accidents where the

lack of proficiency in English

was a factor.

Source: Joe Sharkey, “English Skills a Concern as Global Aviation

Grows,” The New York Times,

May 21, 2012, http://www.nytimes.

com/2012/05/22/business/english-

skills-a-concern-as-global-aviation-

grows.html?_r51 .

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4 Unit One Building Blocks for Effective Messages

Communication takes many forms. Verbal communication, or communication that uses words, includes

• Face-to-face or phone conversations

• Meetings

• Text, e-mail, and voice-mail messages

• Letters and memos

• Reports

Nonverbal communication does not use words. Examples include

• Pictures

• Company logos

• Gestures and body language

• Who sits where at a meeting

• How long someone keeps a visitor waiting

Even in your first job, you’ll communicate. You’ll read information; you’ll listen to

instructions; you’ll ask questions; you may solve problems with other workers in teams. In

a manufacturing company, hourly workers travel to a potential customer to make oral sales

presentations. In an insurance company, clerks answer customers’ letters. Even “entry-

level” jobs require high-level skills in reasoning, mathematics, and communicating. As a

result, communication ability consistently ranks first among the qualities that employers

look for in college graduates. 6

A National Association of

Colleges and Employers survey

revealed that the ability to

work in a team structure and

to verbally communicate with

persons inside and outside

the organization topped the

list of skills employers want in

job candidates. The findings

dovetail with those of the

Partnership for 21st Century

Skills, which found that 99%

of people surveyed felt that

success in the global economy

depends on developing critical

thinking and analytical skills,

with 88% of those surveyed

feeling that schools should

also focus on teaching such

skills as communication. Of the

14 skill sets offered for ranking,

reading comprehension rated

the highest in importance.

Sources: “Job Outlook: The Candidate Skills/Qualities Employers

Want,” The National Association of

Colleges and Employers, October 26,

2011, http://www.naceweb.org/

s10262011/candidate_skills_

employer_qualities/ ; and “Beyond

the Three Rs: Voter Attitudes

Toward 21st Century Skills (Key

Findings),” November 23, 2007,

The Partnership for 21st Century

Skills, www.21stcenturyskills.org/

documents/p21_pollreport_2pg.pdf .

Experts predict that

globalization will continue

to revolutionize business

and industry throughout the

upcoming years, transforming

economies in the process.

Here, workers inspect a

tanker at Hyundai Heavy

industries, Inc., a South

Korean manufacturer of

industrial robots, construction

equipment, and electric and

electronic systems that is also

the world’s largest shipbuilder.

For companies with an eye

toward being global leaders,

effective communication

is vital, whether to ensure

smooth operations, cultivate

strong relationships with

diverse clients, or increase

market share in a competitive

environment. Of course,

organizations with more

local aspirations benefit from

effective communication, too!

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Module 1 Business Communication, Management, and Success 5

Communication affects all levels of work. Training specialists Brad Humphrey and

Jeff Stokes identify communication skills as being among the most important for modern

supervisors. 7 Andrew Posner, a career counselor, advises that employees looking to make

a career change need such “transferable skills” as the ability to “analyze, write, persuade,

and manage.” 8

Employers clearly want employees who communicate well, yet a staggering 40 million

people in the United States alone have limited literacy skills, including some college

graduates. 9 According to one report by the College Board’s National Commission on Writ-

ing, states spend more than $220 million annually on remedial writing training for their

employees, and corporations may spend $3.1 billion to fix problems from writing defi-

ciencies; two-thirds of private-sector employers surveyed said writing was an important

responsibility for employees. 10

Because writing skills are so valuable, good writers earn more. Linguist Stephen Reder

has found that among people with two- or four-year degrees, workers in the top 20% of

writing ability earn, on average, more than three times as much as workers whose writing

falls into the worst 20%. 11

The conclusion is simple: Good communication skills are vital in today’s workplace.

Technology, especially through e-mail, instant messaging, and cell phones, is making the

globe a smaller and busier place, one where messages must be understood immediately.

Traditional paper messages flourish, even as electronic channels expand our ability to

reach more people. The better an employee’s communication skills are, the better his or her

chance for success.

Will I really have to write?

▶ Yes. A lot.

Claims that people can get by without writing are flawed.

Claim 1: Secretaries will do all my writing. Reality: Because of automation and restructuring, secretaries and administrative assistants are likely

to handle complex tasks such as training, research, and database management for several

managers. Managers are likely to take care of their own writing, data entry, and phone calls. 12

Claim 2: I’ll use form letters or templates when I need to write. Reality: A form letter is a prewritten fill-in-the-blank letter designed to fit standard situations.

Using a form letter is OK if it’s a good letter. But form letters cover only routine situa-

tions. The higher you rise, the more frequently you’ll face situations that aren’t routine

and that demand creative solutions.

Claim 3: I’m being hired as an accountant, not a writer. Reality: Almost every entry-level professional or managerial job requires you to write e-mail

messages, speak to small groups, and write paper documents. People who do these things

well are more likely to be promoted beyond the entry level.

Claim 4: I’ll just pick up the phone. Reality: Important phone calls require follow-up letters, memos, or e-mail messages. People in

organizations put things in writing to make themselves visible, to create a record, to con-

vey complex data, to make things convenient for the reader, to save money, and to convey

their own messages more effectively. “If it isn’t in writing,” says a manager at one com-

pany, “it didn’t happen.” Writing is an essential way to make yourself visible, to let your

accomplishments be known.

Don’t I know enough about communication?

▶ Business communication differs from other school writing.

Although both business communication and other school writing demand standard edited

English, in other ways the two are very different.

LO 1-1

LO 1-2

For U.S. elementary and

middle school students,

significant gains in math and

science on standardized

tests have been offset by only

modest gains in reading skills.

In 1992, for instance, 29% of

fourth-grade students were

proficient in reading, but nearly

20 years later, that number

had risen only five percentage

points. There were no gains at

all from 2008 to 2009.

Source: Sam Dillon, “Since 1990s, U.S. Students’ Math Has

Sharpened, But Reading Lags,”

The New York Times, November 1,

2011, http://www.nytimes.

com/2011/11/02/education/

us-students-math-skills-sharpen-

but-reading-lags.html .

Some research has found less

correlation between college

majors and success in the

workplace than might be

expected. A study by Payscale,

Inc., for instance, found that

history majors who pursued

business careers earned as

much on average as those who

majored in business. Much to

the chagrin of his father, CNN’s

Ted Turner majored in Classics,

and Michael Eisner, former head

of The Walt Disney Company

and at one time the highest-

paid executive in the U.S.,

graduated with a Bachelor’s

Degree in English. George

Brown College found that “most

employers cite communication

skills as the most important skill

(continued)

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6 Unit One Building Blocks for Effective Messages

Purpose

• The purpose of school writing is usually to show that you have learned the course

material and to demonstrate your intelligence.

• The purpose of business communication is to meet an organizational need. No one will

pay you to write something that he or she already knows.

Audience

• The audiences for school writing are limited: usually just the instructor and the other

students. The real audience is “an educated person.” Even if the instructor disagrees

with your views, if they are well-supported, the paper can earn a good grade. The

instructor is paid, in part, to read your papers and will read them even if they are boring.

• The audiences for business communication include people both inside and outside the

organization (▶▶ Module 2). Real audiences pay attention to messages only if they seem important, relevant, and interesting.

Information

• Information in school writing may be new to you but is rarely new to your instructor.

• Information in business communication is usually new to your reader. (If it isn’t, you

have to work extra hard to make it interesting.)

Organization

• School writing often follows the traditional essay form, with a thesis statement up front,

paragraphs of evidence, and a final concluding paragraph.

• Business communication is organized to meet the psychological needs of the reader.

Most often, the main point comes up front (▶▶ Modules 10–12).

Style

• The style for school writing is often formal. Big words and long sentences and

paragraphs are often rewarded.

• The style for business communication is friendly, not formal. Short words and a mix of

sentence and paragraph lengths are best (▶▶ Modules 15 and 16).

Document Design

• School writing often rewards long paragraphs. Papers are often double spaced, with no

attention to visual design.

• Businesspeople want to be able to skim documents. Headings, lists, and single-spaced

paragraphs with double spacing between paragraphs help readers find information

quickly (▶▶ Module 5).

Visuals

• Except for math, construction, and engineering, few classes expect writing to contain

anything other than words.

• Business writers are expected to choose the most effective way to convey information.

Even a one-page memo may contain a table, graph, or other visual. You’ll be expected to

be able to use computer programs to create graphs, visuals, and slides for presentations

(▶▶ Modules 5, 20, and 25).

What does communication accomplish?

▶ Management happens through communication.

According to Henry Mintzberg, managers have three basic jobs: to collect and convey

information, to make decisions, and to promote interpersonal unity—that is, to make

people want to work together to achieve organizational goals. 13

All of these jobs happen

through communication. Effective managers are able to use a wide variety of media and

LO 1-3

The National Assessment of

Adult Literacy, a study by the

U.S. Department of Education,

showed that Mississippi has

improved adult literacy in every

one of its counties. Some

other states, however, saw

an increase in adult illiteracy,

and one in seven U.S. adults

is challenged to read anything

more complex than a child’s

picture book.

Source: Greg Toppo, “Literacy Study: 1 in 7 Adults are Unable

to Read this Story,” USAToday.

January 8, 2009, http://

www.usatoday.com/news/

education/2009-01-08-adult-

literacy_N.htm .

for a candidate to possess,”

even though many people, such

as Millennial students surveyed,

believe experience is more

important.

Source: Zac Bissonnette, “Your College Major May Not Be as

Important as You Think,” The New

York Times, November 3, 2010,

http://thechoice.blogs.nytimes

.com/2010/11/03/major/ .

(continued)

Site to See

Go to

www.mindtools.com/pages/ article/newTMM_36.htm

to test your interpersonal skills.

Go to

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Module 1 Business Communication, Management, and Success 7

strategies to communicate. They know how to interpret comments from informal channels

such as the company grapevine; they can speak effectively in small groups and in formal

presentations; they write well.

Communication—oral, nonverbal, and written—goes to both internal and external

audiences. Internal audiences ( Figure  1.1 ) are other people in the same organization: subordinates, superiors, peers. External audiences ( Figure  1.2 ) are people outside the organization: customers, suppliers, unions, stockholders, potential employees, government

agencies, the press, and the general public.

Figure 1.1 The Internal

Audiences of the Sales

Manager—West

Figure 1.2 The Corporation’s

External Audiences

Source: Daphne A. Jameson.

Sales manager

International

President

VP production

VP marketing

VP sales

VP finance

VP human

resources

Sales manager Midwest

Sales manager

East

District 1

manager

District 2

manager

District 3

manager

Sales rep

Sales rep

Sales rep

Sales rep

Sales rep

To subordinates

To peers

To superiors

Unions Professional services (auditors, legal, etc.)

Suppliers Vendors

Distributors Wholesalers Franchisees Retailers Agents

Legislators Government agencies, regulators, offices

The courts

Foreign governments and offices

The mediaTrade associations Competitors

Other businesses and industries

Special interest groups

The general public Potential employees Potential customers

Potential stockholders

Employment agencies

Stockholders Investors Lenders

Subsidiaries

The corporation

Customers Clients

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8 Unit One Building Blocks for Effective Messages

The Importance of Listening, Speaking, and Interpersonal Communication

Informal listening, speaking, and working in groups are just as important as writing formal

documents and giving formal oral presentations. As a newcomer in an organization, you’ll

need to listen to others both to find out what you’re supposed to do and to learn about

the organization’s values and culture. Informal chitchat, both about yesterday’s game and

about what’s happening at work, connects you to the grapevine, an informal source of company information. You may be asked to speak to small groups, either inside or outside

your organization. 14

Networking with others in your office and in town and working with

others in workgroups will be crucial to your success.

The Purposes of Messages in Organizations

Messages in organizations have one or more of three basic purposes: to inform, to request or persuade, and to build goodwill. When you inform, you explain something or tell read- ers something. When you request or persuade, you want the reader to act. The word request suggests that the action will be easy or routine; persuade suggests that you will have to motivate and convince the reader to act. When you build goodwill, you create a good image of yourself and of your organization—the kind of image that makes people

want to do business with you.

Most messages have multiple purposes.

• When you answer a question, you’re informing, but you also want to build goodwill by

suggesting that you’re competent and perceptive and that your answer is correct and

complete.

• In a claims adjustment, whether your answer is yes or no, you want to suggest that

the reader’s claim has been given careful consideration and that the decision is fair,

businesslike, and justified.

• To persuade, a résumé gives information to prove that you’re qualified for the job and

uses layout to emphasize your strong points and build a good image of you.

How much does correspondence cost?

▶ $21.15 a page—even more if it doesn’t work.

Writing costs money. Besides the cost of paper, computers, and software, there is the major

expense: employees’ time. A consultant who surveyed employees in seven industries found

that to prepare a one-page letter, most of them spent 54 minutes planning, composing, and

revising the letter. According to the most recent figures from the U.S. Labor Department,

employers paid an average of $23.50 per hour per employee for wages and benefits. At that

rate, an employer would pay $21.15 for an employee’s time spent writing a typical letter. 15

One company in Minneapolis sends out 3,000 original letters a day—worth more than

$66,000 at the average rate. A first-class stamp on each letter would add another $1,000 to

the company’s daily expenses.

In many organizations, all external documents must be approved before they go out.

A document may cycle from writer to superior to writer to another superior to writer again three or four or many more times before it is finally approved. The cycling process

increases the cost of correspondence.

Longer documents can involve large teams of people and take months to write.

An engineering firm that relies on military contracts for its business calculates that it

spends $500,000 to put together an average proposal and $1 million to write a large

proposal. 16

Poor correspondence costs even more. When writing isn’t as good as it could be, you

and your organization pay a price in wasted time, wasted efforts, and lost goodwill.

LO 1-4

Site to See

Go to

www.teslamotors.com

Word-of-mouth rather than

traditional advertising has

fueled sales of Tesla Motors’

electric cars.

Go to

The international nonprofit

organization ProLiteracy

estimates that $60 billion is

lost annually by American

businesses due to issues

stemming from illiteracy.

Source: Robert Roy Britt, “14 Percent of U.S. Adults Can’t

Read,” Livescience, January 10,

2009, downloaded at http://www.

livescience.com/culture/090110-

illiterate-adults.html .

Instant Replay

Internal and External

Audiences

Internal Audiences

Are other people in the same

organization: subordinates,

superiors, peers.

External Audiences

Are people outside the

organization: customers,

suppliers, unions, stockholders,

potential employees,

government agencies, the

press, and the general public.

I R

Internal and

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Module 1 Business Communication, Management, and Success 9

Bad writing wastes time by

• Taking more time to read.

• Requiring more time to revise and causing more rounds of revision.

• Confusing ideas so that discussions and decisions are needlessly drawn out.

• Delaying action while the reader asks for more information or tries to figure out the

meaning.

Ineffective messages don’t get results. A reader who has to guess what the writer

means may guess wrong. A reader who finds a letter or memo unconvincing or insulting

simply won’t do what the message asks. Thus, second and third and fourth requests are

necessary.

Whatever the literal content of the words, every letter, memo, and report serves either to

enhance or to damage the image the reader has of the writer. Poor messages damage busi-

ness relationships.

Good communication is worth every minute it takes and every penny it costs. For

instance, the consulting firm Watson Wyatt Worldwide conducted research showing greater

returns to shareholders in companies with the most effective programs for communicat-

ing with their employees. Those companies also enjoyed lower employee turnover and a

30% increase in their stocks’ market value. 17

What makes a message effective?

▶ Good messages meet five criteria.

Good business and administrative writing

• Is clear. The meaning the reader gets is the meaning the writer intended. The reader doesn’t have to guess.

• Is complete. All of the reader’s questions are answered. The reader has enough information to evaluate the message and act on it.

• Is correct. All of the information in the message is accurate. The message is free from errors in punctuation, spelling, grammar, word order, and sentence structure.

• Saves the reader’s time. The style, organization, and visual impact of the message help the reader to read, understand, and act on the information as quickly as possible.

• Builds goodwill. The message presents a positive image of the writer and his or her organization. It treats the reader as a person, not a number. It cements a good relationship

between the writer and the reader (▶▶ Modules 6–8).

Whether a message meets these five criteria depends on the interactions among the writer, the audience, the purposes of the message, and the situation. No single set of words will work in all possible situations.

Better writing helps you to

• Save time. Reduce reading time, since comprehension is easier. Eliminate the time now taken to rewrite badly written materials. Reduce the time taken asking writers, “What

did you mean?”

• Make your efforts more effective. Increase the number of requests that are answered positively and promptly—on the first request. Present your points—to other people in

your organization; to clients, customers, and suppliers; to government agencies; to the

public—more forcefully.

• Communicate your points more clearly. Reduce the misunderstandings that occur when the reader has to supply missing or unclear information. Make the issues clear, so

that disagreements can surface and be resolved more quickly.

• Build goodwill. Build a positive image of your organization. Build an image of yourself as a knowledgeable, intelligent, capable person.

LO 1-5

A typo may have led to the

Wall Street chaos in 2010

that ultimately cost investors

billions of dollars. At heart was

a $16 million trade in Procter

& Gamble stock, but someone

entered it as $16 billion

instead. In just 15 minutes,

the Dow Jones average sank

more than 700 points, losing

nearly 1,000 points before

finally stabilizing at a loss of

347 points.

Source: David Louie, “Typo May Have Been Cause of Market

Meltdown,” ABC Channel 7 News,

May 7, 2010, http://abclocal.

go.com/kgo/story?section=news/

business&id=7427822 .

Central Connecticut State

University (CCSU) determined

that Washington, D.C., is the

most literate city in the United

States with a population

greater than 250,000, followed

by Seattle, Minneapolis,

Atlanta, and Boston. While

Seattle often tops many lists of

literate cities, the CCSU study

included web traffic with more

traditional factors as education

level, bookstore number,

library access, and periodical

readership. The study’s author,

John W. Miller, found no

correlation between literacy

and a city’s wealth.

Source: John Metcalf, “America’s Most Literate Cities Not

Necessarily the Wealthiest,”

The Atlantic, January 26, 2012,

http://www.theatlanticcities.

com/arts-and-lifestyle/2012/01/

americas-most-literate-cities-not-

necessarily-wealthiest/1063/# .

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10 Unit One Building Blocks for Effective Messages

How should I analyze business communication situations?

▶ Try PAIBOC.

Before you write or speak, you need to understand the situation. Ask yourself the follow-

ing questions:

• What’s at stake—to whom? Think not only about your own needs but about the concerns your boss and your readers will have. Your message will be most effective if

you think of the entire organizational context—and the larger context of shareholders,

customers, and regulators. When the stakes are high, you’ll need to take into account

people’s emotional feelings as well as objective facts.

• Should you send a message? Sometimes, especially when you’re new on the job, silence is the most tactful response. But be alert for opportunities to learn, to influence,

to make your case. You can use communication to build your career.

• What channel should you use? Paper documents and presentations are formal and give you considerable control over the message. E-mail, phone calls, and stopping by

someone’s office are less formal. Oral channels are better for group decision making,

allow misunderstandings to be cleared up more quickly, and seem more personal.

Sometimes you may need more than one message, in more than one channel.

• What should you say? Content for a message may not be obvious. How detailed should you be? Should you repeat information that the audience already knows? The

answers will depend upon the kind of document, your purposes, your audiences, and

the corporate culture. And you’ll have to figure these things out for yourself, without

detailed instructions.

• How should you say it? How you arrange your ideas—what comes first, what second, what last—and the words you use shape the audience’s response to what you say.

When you’re faced with a business communication situation, you need to develop a

solution that will both solve the organizational problem and meet the psychological needs of the people involved. The strategies in this section will help you solve the prob- lems in this book. Almost all of these strategies can also be applied to problems you

encounter on the job.

• Understand the situation. What are the facts? What additional information might be helpful? Where could you get it?

• Brainstorm solutions. Consciously develop several solutions. Then measure them against your audience and purposes: Which solution is likely to work best?

LO 1-6

Instant Replay

Documents’ Purposes

Documents in organizations

have three basic purposes: to

inform, to request or persuade,

and to build goodwill.

Most documents have

more than one purpose.

I R

Documents’

Instant Replay

Criteria for Effective

Messages

Good business and

administrative writing is clear,

complete, and correct. It saves

the reader time, and it builds

goodwill.

Whether a message meets

these five criteria depends on

the interactions among the writer, the audience, the purposes of the message, and the situation. No single set of words will work in all

possible situations.

I R

Criteria for People communicate to plan

products and services; hire,

train, and motivate workers;

coordinate manufacturing

and delivery; persuade

customers to buy; bill them

for the sale; and communicate

with stakeholders. The Iowa

chapter of the Sierra Club

honored the Davenport

Alcoa plant for its innovative

environmental programs.

Pictured here is Alcoa

employee Shannon Saliard.

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11

Creativity is essential to success in business and business

communication. Here are some examples.

• In a risky move, Apple Computer branched into portable

digital music players, a market in which it had no signif-

icant experience. The results were the iPod, now the de

facto standard, and iTunes, a popular online music store.

The company then gambled on the iPhone, iTunes Movie

Rentals, the MacBook Air, and the iPad, an electronic tab-

let that Apple touted as “Our most advanced technology

in a magical and revolutionary device at an unbelievable

price.” To maintain its dominance, Apple must continue

to innovate.

• W.L. Gore & Associates, maker of GORE-TEX fabrics and

Glide dental floss, was named Most Innovative Company by

Fast Company magazine. Organized more like a university than a corporation, the company prefers egalitarian teams

to boss-driven departments, mixes researchers with sales-

people and production workers, and prefers small buildings

on minicampuses to gigantic complexes. The $1.6 billion

company is the brainchild of Wilbert L. Gore, who believed

“communication really happens in the carpool,” where hier-

archies don’t stifle free expression.

Thinking creatively often means shedding common par-

adigms. For instance, when the fledgling Cartoon Network

decided to offer programming aimed at 18- to 34-year-olds,

it sought writers and producers who ignored standard mar-

keting practice and instead envisioned a block of shows

they’d watch.

The result was Adult Swim, an after-hours cavalcade of hip satires like Futurama and The Venture Brothers mixed with Japanese anime series and off-the-wall comedies like

Family Guy and Aqua Teen Hunger Force. During commer- cial breaks, postmodern spots advertised upcoming shows

or challenged viewers’ trivia knowledge. Soon, Adult Swim was beating the competition—chiefly Jay Leno and David

Letterman.

Ways to become more creative include brainstorming, work-

ing within limits, and consciously seeking problems or disso-

nances that need work.

IBM’s tips for creativity are even more diverse. Some of

them include

• Have a constructive argument.

• Brainstorm with someone 10 years older and someone

10 years younger.

• Clean your desk.

• Come in early—enjoy the quiet.

• Leave the office. Sit with just a pencil and a pad of paper.

See what happens.

Question “conventional wisdom,” which can rely on myths

and stereotypes. Conventional wisdom argues, for instance,

that people naturally side with others along racial, ethnic,

gender, religious, or socioeconomic lines. Yet, Asian Ameri-

cans, even those with Chinese ancestors, are at a disadvan-

tage teaching English in China, where Caucasians, regardless

of qualifications, are in demand. Barack Obama was the big

Democratic winner in the 2008 Iowa Caucus, which had a

record turnout of 236,000 voters and was held in a state that is

more than 90% white. And Harvard Business School’s Noam

Wasserman found that by the time a start-up company has

raised its third round of funding, 52% of founder CEOs have

been replaced, with three-quarters of them fired by the board.

The most successful of founders were actually the first ones

to get fired.

Sources: “Tougher Days, Bolder Apple,” BusinessWeek, June 20, 2005, 38–41; Apple, Inc., downloaded on January 29, 2010, at http://

www.apple.com/ ; Brian Braiker, “Thin Is In at Macworld,” Newsweek, January 15, 2008, downloaded at www.newsweek.com/id/94611 ; Alan

Deutschman, “The Fabric of Creativity,” Fast Company, December 2004, 54, downloaded at www.fastcompany.com/magazine/89/open_gore.

html ; Matthew Grimm, “Major Toon Up,” American Demographics, October 2004, 50–51; Liz Zack, “How IBM Gets Unstuck,” Fast Company, October 1999, 104; Kevin Zhou, “Where English Teachers Have to Look the Part,” The Los Angeles Times, October 29, 2007, downloaded at www.latimes.com/business/la-fi-teach29oct29,1,1254303.

story?coll=la-headlines-business&ctrack=3&cset=true ; and Nitya

Venkataraman, “Obama Emerges Victorious in Iowa,” ABC News, January 4, 2008, downloaded at http://abcnews.go.com/print?id=4082356 ;

and Jessica Bruder, “A Harvard Professor Analyzes Why Start-Ups

Fail,” The New York Times, May 25, 2012, http://boss.blogs.nytimes .com/2012/05/25/a-harvard-professor-analyzes-why-start-ups-fail/ .

Building a Critical Skill

Thinking Creatively LO 1-7

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12 Unit One Building Blocks for Effective Messages

• If you want to add or change information, get permission first. If you have any questions about ideas you want to use, ask your instructor. He or she can tell you before you write the message.

When you use this book to create messages on the job, you can’t change facts. That is, if

it’s October, you can’t pretend that it’s April just because it may be easier to think of reader

benefits for that time of year. But it may be possible to change habits that your company

has fallen into, especially if they no longer serve a purpose. Check with your supervisor to

make sure that your departure from company practice is acceptable.

• Use the PAIBOC questions in Figure 1.3 to analyze your purpose, your audience, and the situation.

As Figure 1.3 shows, PAIBOC offers an acronym for the questions you need to answer

before you begin composing your message. The following discussion lists specific ques-

tions you can answer: ▶▶ Modules 10, 11, and 12 for examples of answers to these ques- tions for specific situations.

P What are your purposes in writing or speaking? What must this message do to solve the organizational problem? What must it do to

meet your own needs? What do you want your readers to do? To think or feel? List all

your purposes, major and minor. Specify exactly what you want your reader to know, think, or do. Specify exactly what kind of image of yourself and of your organization you want to project.

Even in a simple message, you may have several related purposes: to announce

a new policy, to make readers aware of the policy’s provisions and requirements and

to have them think that the policy is a good one, that the organization cares about its

employees, and that you are a competent writer and manager.

A Who is (are) your audience(s)? How do the members of your audience differ from each other? What characteristics are relevant to this particular message?

How much does your audience know about your topic? How will audience members

respond to your message? Some characteristics of your readers will be irrelevant; focus

on ones that matter for this message. Whenever you write to several people or to a group (like a memo to all employees), try to identify the economic, cultural, or situational

differences that may affect how various subgroups respond to what you have to say.

I What information must your message include? Make a list of the points that must be included; check your draft to make sure you

include them all. If you’re not sure whether a particular fact must be included, ask

your instructor or your boss.

To include information without emphasizing it, put it in the middle of a paragraph

or document and present it as briefly as possible.

B What reasons or reader benefits can you use to support your position? Brainstorm to develop reasons for your decision, the logic behind your argument, and

possible benefits to readers if they do as you ask. Reasons and reader benefits do not

have to be monetary. Making the reader’s job easier or more pleasant is a good reader

benefit. In an informative or persuasive message, identify at least five reader benefits.

In your message, use those you can develop most easily and most effectively.

Be sure the benefits are adapted to your reader. Many people do not identify

closely with their companies; the fact that the company benefits from a policy will

help the reader only if the savings or profit is passed directly on to the employees. That

is rarely the case: Savings and profits are often eaten up by returns to stockholders,

bonuses to executives, and investments in plants and equipment or in research and

development.

O What objections can you expect your reader(s) to have? What negative elements of your message must you deemphasize or overcome?

Instant Replay

Business communications

need both to solve the

organizational problem and to

meet the psychological needs

of the people involved.

I R

Business comm

Figure 1.3 PAIBOC

Questions for Analysis

Use the PAIBOC questions

to analyze business

communication problems:

P What are your purposes in

writing or speaking?

A Who is (are) your

audience(s)? How do

members of your audience

differ? What characteristics

are relevant to this particular

message?

I What information must your

message include?

B What reasons or reader

benefits can you use to

support your position?

O What objection(s) can

you expect your reader(s)

to have? What negative

elements of your message

must you deemphasize or

overcome?

C How will the context affect

reader response? Think

about your relationship to

the reader, morale in the

organization, the economy,

the time of year, and any

special circumstances.

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Module 1 Business Communication, Management, and Success 13

Some negative elements can only be deemphasized. Others can be overcome.

Be creative: Is there any advantage associated with (even though not caused by)

the negative? Can you rephrase or redefine the negative to make the reader see it

differently?

C How will the context affect the reader’s response? Think about your relationship to the reader, morale in the organization, the economy, the time of year, and any special

circumstances.

Readers may like you or resent you. You may be younger or older than the people

you’re writing to. The organization may be prosperous or going through hard times;

it may have just been reorganized or may be stable. All these different situations will

affect what you say and how you say it.

Think about the news, the economy, the weather. Think about the general

business and regulatory climate, especially as it affects the organization specified

in the problem. Use the real world as much as possible. Think about interest rates,

business conditions, and the economy. Is the industry in which the problem is set

doing well? Is the government agency in which the problem is set enjoying general

support? Think about the time of year. If it’s fall when you write, is your business in

a seasonal slowdown after a busy summer? Gearing up for the Christmas shopping

rush? Or going along at a steady pace unaffected by seasons?

To answer these questions, draw on your experience, your courses, and your

common sense. You may want to talk to other students or read The Wall Street Journal or look at a company’s annual report. Sometimes you may even want to phone a local business person to get information. For instance, if you needed more

information to think of reader benefits for a problem set in a bank, you could call a

local banker to find out what kinds of services it offers customers and what its rates

are for loans.

The remaining modules in this book will show you how to use this analysis to create

business messages that meet your needs, the needs of the reader, and the needs of the

organization.

Writing, scholars believe, was

invented to record inventories

of livestock and grain to

calculate taxes.

Source: Denise Schmandt- Besserat, “The Earliest Precursor of

Writing,” Scientific American, 238,

no. 6 (1978): 50–59.

Site to See

Go to

www.netflix.com

Netflix made video rentals

easier by establishing a

monthly fee and eliminating late

charges. Later, the company

made rentals available by

allowing customers to watch

them online.

Go to

Bob Kellaher, a manager of

customer service operations

at the New Haven Post Office,

collects a last-minute tax return.

Kellaher dresses as Uncle Sam

every year and stands outside the

post office collecting tax forms

and mail. Because tax season

is a particularly stressful time for

individuals filing tax returns, even

government organizations such as

the U.S. Postal Service can benefit

from efforts to foster customer

satisfaction.

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14 Unit One Building Blocks for Effective Messages

Summary of Learning Objectives

• Communication helps organizations and the people in them

achieve their goals. The ability to write and speak well becomes

increasingly important as you rise in an organization. (LO 1-1) • People put things in writing to create a record, to convey complex

data, to make things convenient for the reader, to save money,

and to convey their own messages more effectively. (LO 1-2) • Internal documents go to people inside the organization.

External documents go to audiences outside: clients, custom- ers, suppliers, stockholders, the government, the media, the

general public. (LO 1-3) • The three basic purposes of business and administrative com-

munication are to inform, to request or persuade, and to build goodwill. Most messages have more than one purpose. (LO 1-3)

• A one-page message that took an hour to plan, write, and revise

cost on average $21.15. Poor writing costs even more since it

wastes time, wastes efforts, and jeopardizes goodwill. (LO 1-4) • Good business and administrative writing meets five basic

criteria: it’s clear, complete, and correct; it saves the reader’s time; and it builds goodwill. (LO 1-5)

• To evaluate a specific document, we must know the interactions

among the writer, the reader(s), the purposes of the message,

and the situation. No single set of words will work for all read-

ers in all situations. (LO 1-6) • To understand business communication situations, ask the

following questions: (LO 1-6) • What’s at stake—to whom?

• Should you send a message?

• What channel should you use?

• What should you say?

• How should you say it?

• Use the PAIBOC question to analyze business communication

problems: (LO 1-6) P What are your purposes in writing or speaking? A Who is (are) your audience(s)? How do members of your

audience differ? What characteristics are relevant to the

particular message?

I What information must your message include? B What reasons or reader benefits can you use to support your

position?

O What objection(s) can you expect your reader(s) to have? What negative elements of your message must you deem-

phasize or overcome?

C How will the context affect reader response? Think about your relationship to the reader, morale in the orga-

nization, the economy, the time of year, and any special

circumstances.

• A solution to a business communication problem must both

solve the organizational problem and meet the needs of the

writer or speaker, the organization, and the audience. (LO 1-6) • To think creatively, brainstorm, work within limits, consciously

seek problems that need work, have a constructive argument,

clean your desk, come in early, leave the office with a pencil

and pad, and question conventional wisdom. (LO 1-7)

Assignments for Module 1

1.1 What are the three basic purposes of business messages? (LO 1-3)

1.2 What are the five basic criteria for effective messages? (LO 1-5)

1.3 What does PAIBOC stand for? (LO 1-6)

Questions for Comprehension

1.4 Why do writing and speaking become even more important as people rise in the organization? (LO 1-1 to LO 1-3)

1.5 If you’re just looking for a low-level job, why is it still useful to be able to write and speak well? (LO 1-1 to LO 1-3)

1.6 Why do you need to understand the purposes, audience, and context for a message to know whether a specific set of

words will work? (LO 1-2)

1.7 What opportunities do you have in volunteer or student organizations to do real “business writing” while you’re in

school? (LO 1-5)

Questions for Critical Thinking

1.8 Discussing Strengths (LO 1-5, LO 1-6)

Introduce yourself to a small group of other students.

Identify three of your strengths that might interest an

employer. These can be experience, knowledge, or person-

ality traits (like enthusiasm).

Exercises and Problems

Write a memo (at least 1½ pages long) introducing yourself

to your instructor. Include the following topics:

• Background: Where did you grow up? What have you

done in terms of school, extracurricular activities, jobs,

and family life?

1.9 Introducing Yourself to Your Instructor (LO 1-5, LO 1-6)

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Module 1 Business Communication, Management, and Success 15

• Interests: What are you interested in? What do you like

to do? What do you like to think about and talk about?

• Achievements: What achievements have given you the

greatest personal satisfaction? List at least five. Include

things that gave you a real sense of accomplishment and

pride, whether or not they’re the sort of thing you’d list

on a résumé.

• Goals: What do you hope to accomplish this term?

Where would you like to be professionally and person-

ally five years from now?

Use complete memo format with appropriate head-

ings. (▶▶ Module 9 for examples of memo format.) Use a conversational writing style; check your draft to polish the

style and edit for mechanical and grammatical correctness.

A good memo will enable your instructor to see you as an

individual. Use specific details to make your memo vivid

and interesting. Remember that one of your purposes is to

interest your reader!

Write a memo (at least 1½ pages long) to your instructor

describing the experiences you’ve had writing and what

you’d like to learn about writing during this course.

Answer several of the following questions:

• What memories do you have of writing? What made

writing fun or frightening in the past?

• What have you been taught about writing? List the

topics, rules, and advice you remember.

• What kinds of writing have you done in school? How

long have the papers been?

• How has your school writing been evaluated? Did the

instructor mark or comment on mechanics and grammar?

Style? Organization? Logic? Content? Audience analy-

sis and adaptation? Have you gotten extended comments

on your papers? Have instructors in different classes had

the same standards, or have you changed aspects of your

writing for different classes?

• What voluntary writing have you done—journals, poems,

stories, essays? Has this writing been just for you, or has

some of it been shared or published?

• Have you ever written on a job or in a student or vol-

unteer organization? Have you ever typed other people’s

writing? What have these experiences led you to think

about real-world writing?

• What do you see as your current strengths and weak-

nesses in writing skills? What skills do you think you’ll

need in the future? What kinds of writing do you expect

to do after you graduate?

Use complete memo format with appropriate headings.

(▶▶ Module 9 for examples of memo format.) Use a con- ventional writing style; edit your final draft for mechanical

and grammatical correctness.

1.10 Describing Your Experiences in and Goals for Writing (LO 1-5, LO 1-6)

Your regional electric utility provides power to rural, urban,

and suburban customers. Recently, a series of heavy sum-

mer rainstorms knocked out electricity to thousands of

customers. Because overhead power lines came down—

in some cases due to inadequate tree trimming by home

owners—some customers were without power for more

than a week. In addition to the inconvenience of not having

electricity, many customers also had to throw away spoiled

food, as well as go without air conditioning on days when

temperatures climbed past 90 degrees.

Today, you receive a letter from Harper Henry, a long-

time customer and local business leader whose husband,

Stephen D’Amico, is a county commissioner. Ms. Henry is

angry that power to her neighborhood was out for four days

and that though similar storms have knocked out power in

past years, nothing seems to have been done to prepare for

future storms. In particular, there is no plan to bury over-

head power lines. “Your company puts making money

ahead of customer service,” she writes. “You continue to

post record profits while putting countless lives at stake, all

for the sake of your bottom line.”

The following letters are possible approaches to answer-

ing this complaint. How well does each message meet the

needs of the reader, the writer, and the organization? Is the

message clear, complete, and correct? Does it save the read-

er’s time? Does it build goodwill?

1.11 Letters to Angry Electric Company Customers (LO 1-5 to LO 1-7)

1. Dear Sir or Madam:

You opinion is valuable to us, and you can rest assured that we are looking into the problem. Should you

have questions or concerns in the future, please do not hesitate to contact us.

2. Dear Harper:

You’re right — we dropped the ball on this one! But the utility business is an unpredictable one, and only

God Himself controls the weather. So, while we deal with the frustration of being mere mortals, you can

help us with your patience. Make sure, too, that you trim any trees that are on your property and are close

to overhead power lines since falling trees caused a lot of the problems. With any luck, we’ll all be better

off in the next storm.

P.S. How funny that someone named Harper would be sending a letter to complain!

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16 Unit One Building Blocks for Effective Messages

3. Dear Mrs. Henry:

The electric utility business is a particularly difficult one. You’d be surprised at all of the variables that

come into play. For instance, there are union contracts to negotiate with employees. Did you know that

we can’t expect a lineman to work more than eight hours in one day without doubling his hourly rate?

We also have to provide meals if the work goes beyond 12 hours and overnight accommodations if the

worker must travel more than 50 miles from home. All that’s just part of the labor issue. Unions are killing

this business.

There’s also the cost of producing the electricity, meeting the government regulations for clean air in our

coal-fired plants, and upkeep of the overhead power lines. As you know, we trim trees that are within

10 feet of any power line, but home owners are responsible for the other trees. Do they trim them? Of

course not. Then a good wind comes along and knocks them down, right onto those lines. It’s a crazy

business, Mrs. Henry, and one that is a miracle to make any money in.

Anyway, we’re sorry for the inconvenience you faced. But I’m sure you can now see just how challenging

all this is. Think about that the next time you flip a switch. This is what we do so you can have light to read

by and television to watch. Your electric company is on your side.

4. Dear Ms. Henry:

Thank you for your recent feedback regarding the power outage to your home.

As you know, the storms that hit this year were particularly powerful. Hundreds of miles of overhead

power lines were brought down in a matter of minutes, leaving thousands of customers stranded. Though

more than 1,500 extra utility workers from surrounding states were brought in to help restore electricity,

clearly we could have done better. Going without electricity for even a few minutes is too long, and we are

making strides to improve our service.

We are currently working with local municipalities to explore cost-effective ways to solve this problem.

Suggestions from valuable customers like you will help in the effort. As you noted in your letter, burying

power lines is an option to consider.

Your loyalty and input will help us to provide even better service to customers.

The Acme Corporation has been planning to acquire

Best Products, and Acme employees are worried about

how the acquisition will affect them. Ed Zeplin, Acme’s

human resource manager, has been visiting the message

boards on job search sites like Vault.com and sees a dra-

matic rise in the number of messages posted by people

claiming to be Acme employees. Many of the messages

are spreading rumors about layoffs, and most of the

rumors are false.

The following messages are possible responses that

Ed can post to the message boards. How well does each

message meet the needs of the reader, the writer, and the

organization? Is the message clear, complete, and correct?

Does it save the reader’s time? Does it build goodwill?

1.12 Online Messages for Discussion—Responding to Rumors (LO 1-5 to LO 1-7)

1. It Will Be Great!

Author: L. Ed Zeplin, HR

Date: Tuesday, May 23

I am happy to tell you that the HR news is good. Two months ago, the CEO told me about the merger,

and I have been preparing a human resource plan ever since.

I want you to know about this because morale has been bad, and it shouldn’t be. You really should wait

for the official announcements, and you’ll see that the staffing needs will remain strong. My department

has been under a lot of pressure, but if you’ll be patient, we’ll explain everything—the staffing, the

compensation.

Our plan should be ready by Monday, and then if you have any questions, just contact your HR rep.

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Module 1 Business Communication, Management, and Success 17

2. HR Staffing

Author: HR Boss

Date: Tuesday, May 23

The rumors are false. Just ask anyone in HR. There will be no layoffs.

3. Don’t Believe the Rumors

Author: [email protected]

Date: Tuesday, May 23

Acme has 475 employees, and Best Products has 132 employees. Our human resource plan for next

year calls for 625 employees. If you do the math, you can see that there will be no layoffs. Rather, we

will be hiring 20 employees. Of course, as we consolidate operations with Best, there will be some

redeployments. However, our plan indicates that we will be able to retain our current staff. All employees

are valued at Acme, as our current benefits package testifies.

Our HR plan is based on the best analytic techniques and a business forecast by a top consulting

firm. If you’re an employee, you should review our business plan, at the Our Goals page on Acme’s

intranet. Everyone should read Acme’s mission statement on our home page, www.acme.com/

homepage.html .

4. Layoff Rumors Do Acme a Disservice

Author: Zeplin in HR

Date: Tuesday, 23 May

If you come here to get your company information, you aren’t getting the straight story. The people

posting to this discussion board are spreading false rumors, not the truth. If you want to know the truth

about Acme, ask the people who have access to the information.

As HR manager, I can assure you we won’t be laying off employees after the merger with Best Products.

I’m the one who approves the staffing plan, so I should know. If people would ask me, instead of reading

the negative, whining lies at this site, they would know the facts, too.

If people really cared about job security, they would be meeting and exceeding their work goals,

rather than wasting their time in rumor-mongering on message boards. Hard work: that’s the key to

success!

5. The True Story about Lay-Offs

Author: [email protected]

Date: Tuesday, 23 May

Whenever there is a merger or acquisition, rumors fly. It’s human nature to turn to rumors when a situation

seems uncertain. The case of Acme acquiring Best Products is no exception, so I’m not surprised to see

rumors about layoffs posted on this message board.

Have no fear! I am working closely with our CEO and with the CEO and human resource manager at

Best Products, and we all agree that our current staff is a valuable asset to Acme, to Best, and to our

combined companies in the future. We have no plans to lay off any of our valued people. I will continue

monitoring this message board and will post messages as I am able to disclose more details about our

staffing plans. In the meantime, employees should watch for official information in the company newsletter

and on our intranet.

We care about our people! If employees ever have questions about our plans and policies, they should

contact me directly.

L. Ed Zeplin, HR Manager

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18 Unit One Building Blocks for Effective Messages

A complete sentence has a subject and a verb. If either the sub-

ject or the verb is missing, the result is a sentence fragment.

The job candidates.

Passed seven rounds of interviews.

And have taken three tests.

To fix the fragment, join it to other words to make a complete

sentence.

The job candidates passed seven rounds of interviews and

have taken three tests.

Sentence fragments also occur when a clause has both a subject

and a verb but is unable to stand by itself as a complete sentence.

Although I read my e-mail

Because she had saved her work

If he upgrades his computer

The words although, because, and since make the clause subordi- nate, which means the clause cannot stand alone. It must be joined

to a main clause.

Although I read my e-mail, I did not respond to the draft of

the proposal.

Because she had saved her work, Paula was able to restore it

after the crash.

If he upgrades his computer, he will be able to use the new

software.

Words that make clauses subordinate are

after if

although, though when, whenever

because, since while, as

before, until

Even sentences that have a subject and verb and are not subordinate

may seem fragmentary in thought.

The computer is.

I need.

She transfers.

Add more information to make the sentence clear.

The computer is the latest model.

I need more letterhead.

She transfers to the logistics department on Tuesday.

Sometimes fragments are OK. For instance, fragments are

used in résumés, advertisements, and some sales and fund-raising

letters. However, fragments are inappropriate for most business

documents. Because they are incomplete, they can confuse or

mislead readers.

But the biggest problem with grammatical errors like sentence

fragments is that readers sometimes assume that people who make

errors are unprofessional or unpromotable (▶▶ Module 14). Of course, using “incorrect” grammar has nothing to do with intel-

ligence, but many people nevertheless use grammar as a yardstick.

People who cannot measure up to that yardstick may be stuck in

low-level jobs.

Exercises

Make the following sentence fragments into complete sentences.

1. Making the most of a difficult situation.

2. The latest word processing app.

3. Mia, who recently graduated from business school.

4. Because Terrence will be in Portland for the day.

5. Downloading a patch for that software glitch.

6. Whenever Joyce gets a chance to review the file.

7. The vice president of our Chicago office, Ajay Sajda.

8. More than 20 years of IT experience, including consulting

overseas.

9. Tweeted an invitation for the reception at the Four Seasons

Hotel.

10. Chloe, certain the manufacturing license will be granted by

July 2.

Check your answers to the odd-numbered exercises at the back of the book.

Sentence Fragments

Polishing Your Prose

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19

U nderstanding your audience is fundamental to the success of any message. You need to adapt

your message to fit the audience’s goals, interests, and needs.

Analyzing your audience and adapting your message can be done in a cynical, manipulative way.

It can also be done in a sensitive, empathic, ethical way. Audiences have a keen sense for messages

that try to manipulate them; empathic analysis and adaptation are almost always more successful, as

well as being more ethical.

Some students pride themselves on their “honesty” in not adapting their discourse to anyone and

in criticizing their bosses as sharply as they might younger brothers and sisters. But almost all organi-

zations expect deference to people in authority. And customers have enough options to deal only with

companies that treat them respectfully.

With the rapid pace of communication today, analyzing audiences is a must. Before sending that

next tweet or e-mail message, for instance, think carefully about all of the audiences that may read it.

Do your best, but should mistakes happen, learn from them. Careful audience analysis combined with

experience will help you to avoid problems.

LO 2-1 Understand expectations from your organization.

LO 2-2 Define audiences for messages.

LO 2-3 Apply strategies for audience analysis with PAIBOC.

LO 2-4 Apply strategies for individual and group audience analyses.

LO 2-5 Apply strategies for audience needs analysis.

LO 2-6 Adapt messages for audiences.

LO 2-7 Choose channels for audiences.

Module 2 can help you best meet the needs of your audiences for communication. After completing

the module, you should be able to

LEARNING OBJECTIVES

2 Adapting Your Message to Your Audience

Module

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20

Understanding What Your Organization Wants LO 2-1

Building a Critical Skill

Michelle wondered whether her boss was sexist. Everyone else

who had joined the organization when she did had been pro-

moted. Her boss never seemed to have anything good to say

about her or her work.

Michelle didn’t realize that, in her boss’s eyes, she wasn’t

doing good work. Michelle was proud of her reports; she

thought she was the best writer in the office. But her boss val-

ued punctuality, and Michelle’s reports were always late.

Just as every sport has rules about scoring, so, too, do work-

places have rules about what “counts.” Even in the same indus-

try, different organizations and different supervisors may care

about different things. One boss circles misspelled words and

posts the offending message on a bulletin board for everyone

to see. Other people are more tolerant of errors. One company

values original ideas, while another workplace tells employees

just to do what they’re told. One supervisor likes technology

and always buys the latest hardware and software; another is

technophobic and has to be persuaded to get needed upgrades.

Succeeding in an organization depends first on understand-

ing what “counts” at your organization. To find out what counts

in your organization:

• Ask your boss, “What parts of my job are most important?

What’s the biggest thing I could do to improve my work?”

• Listen to the stories colleagues tell about people who have

succeeded and those who have failed. When you see pat-

terns, check for confirmation: “So his real problem was that

he didn’t socialize with co-workers?” This gives your col-

leagues a chance to provide feedback: “Well, it was more

than never joining us for lunch. He didn’t really seem to care

about the company.”

• Observe. See who is praised, who is promoted.

Understanding, by the way, can and should be a two-way

street. Online shoe retailer Zappos.com listened to employees

who said they wanted a workplace that is more accommodat-

ing to their lifestyle. The result was a nap room for a quick

snooze and social events that include after-hours mixers and

lighthearted “parades” in the office. With $1 billion in sales in

2009 alone, the company also encourages its 1,500 employees

to tweet about Zappos and hosts free daily tours of its Las Vegas

headquarters. The work still gets done. In 2012, Zappos was

named one of CNNMoney’s 100 Best Companies to Work For.

Source: Morley Safer, “The ‘Millennials’ Are Coming,” 60 Minutes, November 11, 2007; and Jake Chessum, “How to Make Customers Love

You,” Inc., 2010. Downloaded on February 12, 2010, at http://www.inc. com/ss/how-to-make-customers-love-you ; and “100 Best Companies

to Work For,” CNNMoney, February 6, 2012, http://money.cnn.com/ magazines/fortune/bestcompanies/2012/snapshots/11.html .

Who is my audience? LO 2-2

▶ More people than you might think!

In an organizational setting, a message may have five separate audiences. 1

1. The primary audience will decide whether to accept your recommendations or will act on the basis of your message. You must reach the decision maker to fulfill your

purposes.

2. The secondary audience may be asked to comment on your message or to implement your ideas after they’ve been approved. Secondary audiences can also include lawyers

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Module 2 Adapting Your Message to Your Audience 21

who may use your message—perhaps years later—as evidence of your organization’s

culture and practices.

3. The initial audience receives the message first and routes it to other audiences. Sometimes the initial audience also tells you to write the message.

4. A gatekeeper has the power to stop your message before it gets to the primary audience. A secretary who decides who gets to speak to or see the boss is a gatekeeper.

Sometimes the supervisor who assigns the message is also the gatekeeper; however,

sometimes the gatekeeper is higher in the organization. In some cases, gatekeepers

exist outside the organization.

5. A watchdog audience, though it does not have the power to stop the message and will not act directly on it, has political, social, or economic power. The watchdog pays close

attention to the transaction between you and the primary audience and may base future

actions on its evaluation of your message.

As the charts in Figures 2.1 and 2.2 show, one person or group can be part of two audi-

ences. Frequently, a supervisor is both the initial audience and the gatekeeper. Sometimes

the initial audience is also the primary audience that will act on the message.

Figure 2.1 The Audiences for a Marketing Plan

Writer An account executive in an ad agency

Initial audience Her boss, who asks her to write the plan

Gatekeeper Her boss, who must approve the plan before it goes to the client

Primary audience The executive committee of the client company, which will decide

whether to adopt the plan

Secondary audiences The marketing staff of the client company, who will be asked for

comments on the plan

The artists, writers, and media buyers who will implement the plan if

it is accepted

Figure 2.2 The Audiences for a Consulting Report

Writers Two workers at a consulting think tank

Initial audience A consortium of manufacturers, which hires the think tank

to investigate how proposed federal regulations would affect

manufacturing, safety, and cost

Gatekeeper The consortium. If the consortium doesn’t like the report, it won’t

send it on to the federal government.

Primary audience The federal government agency that regulates this consumer

product. It will set new regulations based in part (the manufacturers

hope) on this report. Within this audience are economists, engineers,

and policymakers.

Secondary audiences The general public

Other manufacturers of the product

Other clients and potential clients of the consulting think tank

The consulting think tank’s competitors

Watchdog audience Industry reviewers who read drafts of the report and commented on

it. Although they had no direct power over this report, their goodwill

was important for the consulting company’s image—and its future

contracts. Their comments were the ones that authors took more

seriously as they revised their drafts.

In what can at best be

described as a baffling

move, Nivea for Men ran

an advertisement in Esquire

suggesting men “re-civilize”

themselves, complete with an

image of a man in business

casual clothes tossing away

a head with a beard and Afro.

The company later apologized

for the ad, which prompted

public outcry. Even if some

audiences are untroubled by

the content of a message,

good communicators take

into consideration all of the

audiences for that message.

At the very least, they should

re-think messages that appeal

to some audiences at the

expense of other audiences.

Source: Ellen Tumposky, “Nivea for Men Pulls Plug on Ad It Calls

‘Offensive,’” ABC News, August 19,

2011, http://abcnews.go.com/

Business/nivea-men-pulls-

plug-ad-calls-offensive/

story?id=14342539 .

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22 Unit One Building Blocks for Effective Messages

Instant Replay

Five Kinds of Audiences

Initial

Is first to receive the message;

may assign message.

Gatekeeper

Has the power to stop the

message before it gets to

primary audience.

Primary

Decides whether to accept

recommendations; acts.

Secondary

Comments on message or

implements recommendations.

Watchdog

Has political, social, or

economic power; may base

future actions on its evaluation

of your message.

Why is my audience so important? LO 2-3

▶ To be successful, messages must meet the audiences’ needs.

Good business communication is audience-centered. Audience is central to both PAIBOC

and to the communication process.

Audience and PAIBOC

Think about the PAIBOC questions in Module 1 (▶▶ p. 12). Of the six questions, the five in blue relate to audience.

P What are your purposes in writing or speaking? Your purposes come from you and your organization. Your audience determines

how you achieve those purposes, but not what the purposes are.

A Who is (are) your audience(s)? How do members of your audience differ? What characteristics are relevant to this particular message?

These questions ask directly about your audience.

I What information must your message include? The information you need to give depends on your audience. You need to say more

when the topic is new to your audience. If your audience has heard something

but may have forgotten it, you’ll want to protect readers’ egos by saying “As

you know,” or putting the information in a subordinate clause: “Because we had

delivery problems last quarter, . . . .”

B What reasons or reader benefits can you use to support your position? What counts as a good reason and what is a benefit depends on your audience. For

some audiences, personal experience counts as a good reason. Other audiences

are more persuaded by scientific studies or by experts. For some people, saving

money is a good benefit of growing vegetables. Other people may care less about

the money than about avoiding chemicals, growing varieties that aren’t available

in grocery stores, or working outside in the fresh air. ▶▶ Module 8 gives more information on developing reader benefits.

Carl Caspers understands the

market for Harmony Systems’

prostheses because he is part of

it. Often, however, you’ll have to

analyze audiences of which you

are not a part.

On his blog, Robert Greene,

who co-wrote the best-selling

The 50th Law with musician

50 Cent, notes the performer’s

four principles for reaching

his audience. Among them is

to “crush as much distance

as possible between you and

your audience,” reaching

people and their inner lives and

reflecting their spirit in your

message.

Source: Robert Greene, “Four Things 50 Cent Can Teach You About

Connecting with Your Audience,”

downloaded on February 16, 2010,

at http://www.copyblogger.com/

robert-greene-50-cent/ .

I R

Five Kinds o

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Module 2 Adapting Your Message to Your Audience 23

O What objection(s) can you expect your reader(s) to have? What negative elements of your message must you deemphasize or overcome?

Different audiences will have different attitudes. One audience may object to a

price increase. Another audience may expect price changes as routine and not

be bothered by them. ▶▶ Module 12 on persuasion gives more information on overcoming objections.

C How will the context affect reader response? Think about your relationship to the reader, morale in the organization, the economy, the time of year, and any special

circumstances.

People exist in a context. How well they know you, how they feel about you and

your organization, how well the economy is doing, even what’s been in the news

recently will all influence the way they respond to your message.

Audience and the Communication Process

Audience is also central to the communication process.

The following model of the communication process drastically simplifies what is per-

haps the most complex of human activities. However, even a simplified model can give us

a sense of the complexity of the communication process. And the model is useful in help-

ing us see where and why miscommunication occurs. Figure 2.3 shows the basic process

that occurs when one person tries to communicate ideas to someone else.

The process begins when Person A (let’s call him Alex) perceives some stimulus. Here we are talking about literal perception: the ability to see, to hear, to taste, to smell,

to touch. Next, Alex interprets what he has perceived. Is it important? Unusual? The next step is for Alex to choose or select the information he wishes to send to Person B (whom we’ll call Barbara). Now Alex is ready to put his ideas into words. (Some

people argue that we can think only in words and would put this stage before interpre-

tation and choice.) Words are not the only way to convey ideas; gestures, clothing, and

pictures can carry meaning nonverbally. The stage of putting ideas into any of these

symbols is called encoding. Then Alex must transmit the message to Barbara using some channel. Channels include memos, phone calls, meetings, billboards, TV ads, and e-mail, to name just a few.

To receive the message, Barbara must first perceive it. Then she must decode it, that is, extract meaning from the symbols. Barbara then repeats the steps Alex has gone through:

Understanding potential

objections from audiences

requires thinking about the

context of the situation,

including timing. When the

Cedar River flooded his

home with 13 feet of water

and destroyed most of his

possessions, Justin Van Fleet

asked for help from the Federal

Emergency Management

Agency (FEMA). He was living

in a FEMA trailer when, after

repeated applications, he was

granted more than $20,000

from the agency. The following

March, however, Van Fleet

received a letter from FEMA

stating he should never have

received the money and had

30 days to repay it. The agency

admitted to such mistakes but

also noted by law it’s required

to recover funds—little comfort

to thousands of Americans

who collectively received more

than $22 million because of

FEMA errors.

Source: Ryan J. Foley, “FEMA Asks for Return of Disaster Aid,”

May 10, 2011, http://news.yahoo

.com/s/ap/20110510/ap_on_re_us/

us_fema_reclaiming_aid .

Figure 2.3 A Model of

Two-Person Communication

with Feedback

*Noise (and miscommunication) can occur here.

Reality

*Perception

*Interpretation

*Choice/Selection

*Encoding

*Perception

*Interpretation

*Choice/Selection

*Encoding

*Decoding Person

B

*Feedback

Person A

Stimulus

*Transmission through a Channel

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24 Unit One Building Blocks for Effective Messages

interpreting the information, choosing a response, and encoding it. The response Barbara

sends to Alex is called feedback. Feedback may be direct and immediate or indirect and delayed; it may be verbal or nonverbal.

Noise can interfere with every aspect of the communication process. Noise may be physical or psychological. Physical noise could be a phone line with static, a lawn mower

roaring outside a classroom, or handwriting that is hard to read. Psychological noise could

include disliking a speaker, being concerned about something other than the message, or

already having one’s mind made up on an issue.

Channel overload occurs when the channel cannot handle all the messages that are being sent. A small business may have only two phone lines; no one else can get through if

both lines are in use. Information overload occurs when more messages are transmitted than the human receiver can handle. Some receivers process information “first come, first

served.” Some may try to select the most important messages and ignore others. A third

way is to depend on abstracts or summaries prepared by other people. None of these ways

is completely satisfactory.

At every stage, both Alex and Barbara could misperceive, misinterpret, choose badly,

encode poorly, or choose inappropriate channels. Miscommunication can also occur

because different people have different frames of reference. We always interpret messages

in light of our personal experiences, our cultures and subcultures, and even the point in

history at which we live.

Successful communication depends on the common ground between you and your

audience. Choose information that your audience needs and will find interesting. Encode

your message in words and other symbols the audience will understand. Transmit the mes-

sage along a channel that your audience will attend to.

What do I need to know about my audience(s)? LO 2-4

▶ Everything that’s relevant to what you’re writing or talking about.

Almost everything about your audience is relevant to some message. But for any particular

message, only a few facts about your audience will be relevant.

Since the factors that matter vary depending on the situation, no one-size-fits-all list

of questions for audience analysis exists. In general, you need to use common sense and

empathy. Empathy is the ability to put yourself in someone else’s shoes, to feel with that person. Empathy requires not being self-centered because, in all probability, the audience

is not just like you. Use what you know about people and about organizations to predict likely responses.

Analyzing Individuals and Members of Groups

When you write or speak to people in your own organization and in other organizations

you work closely with, you may be able to analyze your audience as individuals. You may

already know your audience; it will usually be easy to get additional information by talk-

ing to members of your audience, talking to people who know your audience, and observ-

ing your audience.

In other organizational situations, you’ll analyze your audience as members of a group:

“taxpayers who must be notified that they owe more income tax,” “customers living in the

northeast side of the city,” or “employees with small children.”

Information that is most often helpful includes the following:

• How much the audience knows about your topic

• Demographic factors, such as age, income, number of children, and so forth

• Personality

• Values and beliefs

• Past behavior

A test question featuring a

talking pineapple ended up

baffling eighth graders on a

recent standardized exam.

Though offered in the context of

a fable, the concept of a piece

of fruit challenging anyone to

a race so confused students

that the question ultimately was

thrown out. Care must be taken

to anticipate how audiences

will understand or interpret

communication, especially if it

presents unusual ideas.

Source: Valerie Strauss, “‘‘Talking Pineapple Question on Standardized

Test Baffles Students,” The

Washington Post, April 20, 2012,

http://www.washingtonpost.com/

blogs/answer-sheet/post/talking-

pineapple-question-on-standardized-

test-baffles-students/2012/04/20/

gIQA8i01VT_blog.html .

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Module 2 Adapting Your Message to Your Audience 25

Message/Purpose Audience Relevant Factors

Memo announcing that the

company will reimburse

employees for tuition if they

take work-related college

courses

All employees • Attitudes toward education (some people find courses fun;

others may be intimidated)

• Time available (some may be too busy)

• Interest in being promoted or in getting cross-training

• Attitude toward company (those committed to its success will be

more interested in program)

Letter offering special

financing on a new or used

car

College

students • Income

• Expectations of future income (and ability to repay loan)

• Interest in having a new car

• Attitude toward cars offered by that dealership

• Knowledge of interest rates

• Access to other kinds of financing

Letter giving a meeting

agenda and saying that you

will bring your child along

Client • How well the client knows you

• How much the client likes you

• How important agenda items are to the client

• How the client feels about children

• Physical space for meeting (room for child to play)

Knowledge

Even people in your own organization won’t share all your knowledge. USAA provides

insurance to military personnel and their families, but not all the 22,000 people who work

there know insurance jargon. 2

Most of the time, you won’t know exactly what your audience knows. Moreover, even if

you’ve told readers before, they may not remember the old information when they read the

new message. To remind readers of information in a tactful way,

• Preface statements with “As you know,” “As you may know,” or a similar phrase.

• Spell out acronyms the first time you use them: “Employee Stock Ownership Plan

(ESOP).”

• Give brief definitions in the text: “the principal—the money you have invested—.”

• Put information readers should know in a subordinate clause: “Because the renovation

is behind schedule, . . .”

Demographic Factors

Demographic characteristics are measurable features that can be counted objectively: age, sex, race, religion, education level, income, and so on.

Sometimes demographic information is irrelevant; sometimes it’s important. Does age

matter? Most of the time, probably not. (Mick Jagger is more than 60 years old, but he

probably doesn’t subscribe to Modern Maturity. ) On the other hand, if you were explaining a change in your company’s pension plan, you’d expect older workers to be more con-

cerned than younger workers.

Business and nonprofit organizations get demographic data by surveying their

customers, clients, and donors; by using U.S. census data; or by purchasing demographic

Site to See

Go to

http://www.census.gov/

for demographic information

about the U.S. population

and more. To get information

on your community, click on

“American Factfinder.”

When Louisiana Representative

John Fleming downplayed his

annual income of $6 million

on MSNBC while discussing

his opposition to taxes on the

rich, he raised the eyebrows

of interviewer Chris Jansing.

Fleming pointed out he

actually takes home only about

$600,000, with $200,000

less after meeting living

expenses, to which Lansing

stated, “You do understand,

congressman, that the average

person out there who’s making

maybe 40, 50, $60,000 out

there, when they hear you

only have $400,000 left over,

it’s not exactly a sympathetic

position.” How audiences

interpret messages depends

on both the facts being

presented and their emotional

reactions to them.

Source: Chris Moody, “Rep. John Fleming Fields Criticism

Over 600K Income,” September

20, 2011, http://news.yahoo

.com/blogs/ticket/rep-john-

fleming-field-criticism-over-600k-

income-153305241.html .

Go to

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26 Unit One Building Blocks for Effective Messages

data from marketing companies. For many messages, simply identifying subsets of your

audience is enough. For example, a school board trying to win support for a tax increase

knows that not everyone living in the district will have children in school. It isn’t necessary

to know the exact percentages to realize that successful messages will need to appeal not

only to parents but also to voters who won’t directly benefit from the improvements that

the tax increase will fund.

Personality

When your primary audience is just one person, his or her personality is relevant. There

are many ways to analyze personality. For business, one of the most useful is the Myers- Briggs Type Indicator ® instrument, which uses four pairs of dichotomies to identify ways that people differ.

3

• Extraversion–Introversion: where someone gets energy. Introverted types get their energy from within; extraverted types are energized by interacting with other people.

• Sensing–Intuition: how someone gets information. Sensing types gather information through their senses, preferring what is real and tangible. Intuitive types prefer to look

at the big picture, focusing on the relationships and connections between facts.

• Thinking–Feeling: how someone makes decisions. Thinking types consider logical consequences of an action to reach decisions. Feeling types make decisions based on

the impact to people.

• Judging–Perceiving: how someone orients himself or herself to the external world. Judging types like to live in a planned, orderly way, seeking closure. Perceiving types

prefer a flexible environment, enjoying possibilities.

Some businesses administer the Myers-Briggs Type Indicator ®

instrument to all

employees. They find that results can be used to assist with team building and/or personal

growth and development.

Knowing your audience’s personality type can help you select the appropriate channel

and craft your message. For instance, an introvert might want a written message because

it favors contemplation, while an extravert might instead prefer the dynamics of a phone

call or face-to-face meeting. Sensitive types look for detailed facts, arranged sequentially

so they can judge each accordingly, while intuitive types want to know the overall situation

first to then apply creative solutions.

You’ll be most persuasive if you play to your audience’s strengths. Indeed, many of the

general principles of business communication reflect the types most common among man-

agers. Putting the main point up front satisfies the needs of judging types, and some 75%

of U.S. managers are judging. Giving logical reasons satisfies the needs of the nearly 80%

of U.S. managers who are thinking types. 4

Know that human beings are also adaptable. For instance, some research suggests that

while only 50% of Americans are estimated to be extraverts, the vast majority of managers

and executives demonstrate extraverted personality traits. 5 Introverts can learn many of the

associated behaviors, even if they’re not their inclination.

Values and Beliefs

Psychographic characteristics are qualitative rather than quantitative: values, beliefs, goals, and lifestyles. For example, two families living next door to each other might make about

the same amount of money and each have two children. But one family might save every

possible penny for college and retirement, taking inexpensive vacations and cooking meals

at home rather than eating out. The other family might spend almost everything they make

on clothes, cars, vacations, entertainment, and dinners out. One family might do most things

together as a family, while in the other members might spend most of their time on indi-

vidual activities. The families might have different religious and political beliefs.

If you wanted to persuade each family to do the same thing, you might need to use

different reasons and reader benefits; you would have different objections to overcome.

Keep audiences in mind when

using social networking sites.

Lee Landor, deputy press

secretary to Scott M. Stringer,

Manhattan borough president,

resigned after her reference

to President Barack Obama

as “O-dumb-a” and racially

tinged comments during a

heated exchange about the

arrest of Harvard scholar Henry

Louis Gates, Jr., on Facebook

became public. Her situation

rivals that of a woman in the

United Kingdom who posted

“OMG I HATE MY JOB!” after

insulting her boss . . . and then

found out he was a Facebook

friend. She not only lost the

job with two weeks left on

her probationary period, but

the exchange went viral on

the web.

Source: Sewell Chan, “Facebook Postings Prompt Quick Exit of a

City Politician’s Aide,” The New

York Times, July 28, 2009, http://

www.nytimes.com/2009/07/29/

nyregion/29fired.html?_r=2 ;

and Marisa Taylor, “The Perils

of Oversharing on Facebook,”

The Wall Street Journal, August

21, 2009, http://blogs.wsj.com/

digits/2009/08/21/the-perils-of-

oversharing-on-facebook/ .

Site to See

Go to

www.claritas.com/ MyBestSegments/ Default.jsp?ID=20

Key in your Zip code to learn

which psychographic groups

are most common in your

neighborhood.

Go to

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Module 2 Adapting Your Message to Your Audience 27

Knowing what your audience finds important allows you to organize information in a way

that seems natural to your audience and to choose appeals that audience members will find

persuasive.

Many marketers use the Values and Lifestyles (VALS) profiles developed by the SRI research firm in California. VALS profiles divide U.S. buyers into eight categories accord-

ing to their primary motivation, the amount of resources they have, and the extent to which

they innovate. For instance, Strivers are motivated by achievement and are relatively low

in resources and innovation. These conspicuous consumers try to be in style, even without

a lot of money.

Innovators, on the other hand, may have more disposable income and enjoy cooking

and fine food. As Patricia Breman, a senior consultant for SRI Consulting Business Intelli-

gence, points out, Innovators may be an excellent target market for upscale grocery stores. 6

The other VALS categories are Thinkers, Believers, Achievers, Experiencers, Makers,

and Survivors. 7

Researcher Mary Modahl’s survey of 250,000 households found that online buying

depends not on demographics such as age and Zip code but on psychographics: the con-

sumer’s attitude toward technology along a continuum from “profoundly suspicious” to

“eagerly accepting.” 8

Past Behavior

How people have behaved in the past often predicts how they’ll behave in the future. For

example, examining records of customer purchases showed Fingerhut that customers who

moved made large purchases of furniture and decorations. Fingerhut developed a “mover’s

catalog” filled with products likely to appeal to this group—and saved money by not mail-

ing other catalogs to this group right after they moved. 9

Analyzing People in Organizations

Your reader’s reaction is affected not only by his or her personal preferences and feelings but

also by the discourse communities to which the reader belongs and by the organizational culture.

Ken Blanchard is now a

successful business writer with

a track record of bestsellers,

including The One Minute

Manager, but people used

to tell him he wrote poorly.

Blanchard has said that when

he was a student in graduate

school, professors told him he

could not write well enough

to succeed as a college

professor. But he adds, “Later

I learned that the problem with

my writing from their point

of view was that you could

understand it, which meant it

wasn’t academic enough.” At

the time, however, he accepted

the advice and pursued a

career in administration. To

date, Blanchard’s books have

sold more than 20 million

copies. His latest is Great

Leaders Grow: Becoming a

Leader in Life.

Source: Based on Kevin Ryan, Write Up the Corporate Ladder

(New York: Amacom, 2003),

126–27; and Dan Schawbel, “Ken

Blanchard on How Great Leaders

Grow,” Forbes, March 1, 2012,

http://www.forbes.com/sites/

danschawbel/2012/03/01/ken-

blanchard-on-howgreat-leaders-

grow/ .

Some aspects of corporate culture may no longer serve an obvious purpose.

“I don’t know how it started, either. All I know is that it’s part of our corporate culture.”

Copyright © 1994 Mick Stevens/The New Yorker Collection, www.cartoonbank.com .

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28 Unit One Building Blocks for Effective Messages

A discourse community is a group of people who share assumptions about what chan- nels, formats, and styles to use, what topics to discuss and how to discuss them, and what

constitutes evidence. Each person is part of several discourse communities, which may or

may not overlap.

To analyze an organization’s discourse community, ask the following questions:

• What channels, formats, and styles are preferred for communication? Do you write a

paper memo, send e-mail, or walk down the hall to talk to someone? How formal or

informal are you supposed to be?

• What do people talk about? What is not discussed?

• What kind of and how much evidence is needed to be convincing? Is personal experience

convincing? Do you need numbers and formal research?

Procter & Gamble’s discourse community requires that recommendations be just one

page. So writers create one-page memos—and then add as many pages of “attachments” as

they need. In contrast, a Silicon Valley company expects recommendations to be presented

as a PowerPoint slide with a triangle with three words around it.

An organization’s culture is its values, attitudes, and philosophies. Organizational culture (or corporate culture, as it is often called; ▶▶ Module 3) is revealed verbally in the organization’s myths, stories, and heroes and nonverbally in the allocation of space,

money, and power.

The following questions will help you analyze an organization’s culture:

• What are the organization’s goals? Making money? Serving customers and clients?

Advancing knowledge? Contributing to the community?

• What does the organization value? Diversity or homogeneity? Independence or being a

team player? Creativity or following orders?

• How do people get ahead? Are rewards based on seniority, education, being well-liked,

making technical discoveries, or serving customers? Are rewards available to only a few

top people, or is everyone expected to succeed?

• How formal are behavior, language, and dress?

Two companies in the same field may have very different cultures. To compare corporate

cultures, Cecilia Rothenberger reviewed how two executives described their own organiza-

tions. 10

According to her, Andersen Consulting, which employs 65,000 people in 48 coun-

tries, values compensation, bonuses, prestige, resources, and rewards; the 35-person Creative

Good firm values communication, relationships, creativity, and growth. Researcher Jennifer

Chatman found that new hires who “fit” a company’s culture were more likely to stay with

the job, be more productive, and be more satisfied than those who did not fit the culture. 11

Organizations can have subcultures. For example, manufacturing and marketing may

represent different subcultures in the same organization: workers may dress differently and

have different values.

You can learn about organizational culture by observing people and by listening to the

stories they tell. Here are two of the stories Nike’s leaders tell.

When State Department

spokesman P.J. Crowley called

the U.S. Army’s treatment

of a soldier suspected of

collaborating with Wikileaks

“stupid” and “ridiculous,” he

may have been speaking

off the cuff. But the remarks

generated enough criticism

that Crowley later resigned,

illustrating among other

things the need to carefully

weigh audience when

communicating. In particular,

consider organizational

culture and discourse

community—a comment that

might be acceptable to one

group may be unacceptable

to another, even if that group

includes peers.

Source: Matthew Lee, “Clinton Spokesman Resigns After

Wikileaks Flap,” MSNBC, March

13, 2011, http://www.msnbc.msn

.com/id/42060000/ns/politics-

more_politics/t/clinton-spokesman-

resigns-after-wikileaks-flap/#.

UAsP47Se6tw .

Story Lesson

Coach Bowerman (a company co-founder)

decided his team needed better running shoes.

So he went into his workshop and poured

rubber into the family waffle iron to create a

waffle sole.

Nike is committed to innovation.

Steve Prefontaine (a runner and another

co-founder) worked to make running a

professional sport and to get better-performing

equipment.

Nike is committed to helping athletes.

Instant Replay

Discourse Community

A discourse community is a group of people who share

assumptions about what

channels, formats, and styles

to use, what topics to discuss

and how to discuss them, and

what constitutes evidence.

I R

Discourse C

You can also learn about a company’s culture by looking at its website. Many compa-

nies try to describe their cultures, usually as part of the section on employment.

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Module 2 Adapting Your Message to Your Audience 29

Now that I have my analysis, what do I do with it? LO 2-5

▶ Use it to plan strategy, organization, style, document design, and visuals.

If you know your audience well and if you use words well, much of your audience analysis

and adaptation will be unconscious. If you don’t know your audience or if the message is

very important, take the time to analyze your audience formally and to revise your draft

with your analysis in mind.

You can adapt your message’s strategy, organization, and style to meet the audience’s

needs. For paper or electronic documents, you can also adapt the document’s design and

the photos or illustrations you choose.

Strategy

• Make the action as easy as possible.

• Protect the reader’s ego.

• Decide how to balance logic and emotion, what details to use, and whether to use a hard-

sell or soft-sell approach based on the specific audience, the organizational culture, and

the discourse community.

• Choose appeals and reader benefits that work for the specific audience (▶▶ Module 8). • Modules 7, 11, and 13 will show you how to emphasize positive aspects, decide how

much information to include, and overcome obstacles.

Organization

• Because most managers are intuitive types, it’s usually better to get to the point right

away. The major exceptions are

• When we must persuade a reluctant reader.

• When we have bad news and want to let the reader down gradually.

• Make the organizational pattern clear to the audience. Modules 9, 23, and 24 show

you how to use headings and overviews. Module 20 shows how to use overviews and

signposts in oral presentations.

Style

• For most audiences, use easy-to-understand words, a mixture of sentence lengths, and

paragraphs with topic sentences (▶▶ Modules 15 and 16). • Avoid words that sound defensive or arrogant.

• Avoid hot buttons or “red-flag” words to which some readers will have an immediate

negative reaction: criminal, un-American, crazy, fundamentalist, liberal. • Use the language(s) that your audience knows best. In Quebec, messages are normally

presented both in English and in French. In the Southwest United States, messages may

be most effective printed in both English and Spanish.

• Use conversational, not “academic,” language.

“Terrifying,” “psychedelic,”

and “awesomely bad” were

among terms critics used to

describe an advertisement by

California Senate candidate

Carly Fiorina’s campaign

that attacked her opponent,

Tom Campbell. The video

combined live action with

animation to show a flock

of sheep infiltrated by a red-

eyed, costumed human.

While Michael Scherer in Time

notes the spot is “so weird

that you will click on it online,”

the question remains whether

getting attention is the same as

swaying the audience.

Source: Brett Michael Dykes, “Bizarre Attack Ad Heats Up

California Senate Race,” February

4, 2010, http://news.yahoo.com/s/

ynews/ynews_pl1112 .

To tap into youth markets,

companies are seeking advice

from people in the target

market. Natalie Rodriguez,

Heide Panglemaier, and Rosaura

Lezama offer their opinions

of marketers’ efforts through

3iying.com .

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30 Unit One Building Blocks for Effective Messages

Document Design

• Use lists, headings, and a mix of paragraph lengths to create white space.

• Choices about format, footnotes, and visuals may be determined by the organizational

culture or the discourse community.

• ▶▶ Module 5 for advice about effective document design.

Photographs and Visuals

• Use bias-free photographs and clip art (▶▶ Module 25). • Photos and visuals can make a document look more informal or more formal. Think of

the difference between cartoons and photos of “high art.”

• Some cultures (e.g., French, Japanese) use evocative photographs that bear little direct

relationship to the text. Most U.S. audiences expect photos that clearly relate to the text,

often with a caption that further reinforces the connection.

• For electronic and web documents, consider content and such issues as music or time to

download, especially with video or animation.

What if my audiences have different needs? LO 2-6

▶ Focus on gatekeepers and decision makers.

When the members of your audience share the same interests and the same level of

knowledge, you can use the principles outlined earlier for individual readers or for

members of homogenous groups. But often different members of the audience have

different needs.

When it is not possible to meet everyone’s needs, meet the needs of gatekeepers and

primary audiences first.

Content and Choice of Details

• Provide an overview or executive summary for readers who just want the main points.

• In the body of the document, provide enough detail for primary audiences and for

anyone else who could veto your proposal.

• If the primary audiences don’t need details that other audiences will want, provide those

details in appendices—statistical tabulations, earlier reports, and so forth.

Organization

• Use headings and a table of contents so readers can turn to the portions that interest them.

• Organize your message based on the primary audiences’ attitudes toward it.

Level of Formality

• Avoid personal pronouns. You ceases to have a specific meaning when several different audiences use a document.

• If both internal and external audiences will use a document, use a slightly more formal

style than you would in an internal document.

• Use a more formal style when you write to international audiences.

Use of Technical Terms and Theory

• In the body of the document, assume the degree of knowledge that primary audiences

will have.

• Put background information and theory under separate headings. Then readers can use

the headings and the table of contents to read or skip these sections, as their knowledge

dictates.

• If primary audiences will have more knowledge than other audiences, provide a glossary

of terms. Early in the document, let readers know that the glossary exists.

Instant Replay

Organizational Culture

An organization’s culture is its values, attitudes, and

philosophies. Organizational

culture (or corporate culture as it is also called) is revealed

verbally in the organization’s

myths, stories, and heroes and

nonverbally in the allocation of

space, money, and power.

Achieving buy-in from

audiences can be easier by

role-playing first with a friend

or colleague to test ideas and

prepare for possible objections.

That gives you the opportunity

to hone the approach.

Source: John Kotter, “If You Think You’re Prepared, Think Again,” The

Harvard Business Review, April

19, 2011, http://blogs.hbr.org/

kotter/2011/04/if-you-think-youre-

prepared-th.html .

I R

Organization

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Module 2 Adapting Your Message to Your Audience 31

How do I reach my audience(s)? LO 2-7

▶ Important messages may require multiple channels.

Communication channels vary in

• Speed

• Accuracy of transmission

• Cost

• Number of messages carried

• Number of people reached

• Efficiency

• Ability to promote goodwill

The culture at software company Siebel Systems

is professional and competitive. Employees

can’t eat at their desks. Men wear suits; women

wear pantsuits or skirted suits with panty hose.

Employees are rated, and every year the lowest

5% are fired.

Sun Microsystems’ corporate culture fosters

informality and flexibility. Employees can use the

iWork computer facilities at various Sun drop-in

centers, or enroll in the work-from-home program.

This provides employees with flexible workplaces

and saves valuable driving time, enabling Sun

Microsystems to retain the best talent available.

Both companies are now owned by software giant

Oracle Corporation.

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32 Unit One Building Blocks for Effective Messages

Depending on your purposes, the audience, and the situation, one channel may be better

than another.

A written message makes it easier to

• Present many specific details of a law, policy, or procedure.

• Present extensive or complex financial data.

• Minimize undesirable emotions.

Messages on paper are more formal than e-mail messages. E-mail messages are appropri-

ate for routine messages to people you already know. Paper is usually better for someone

to whom you’re writing for the first time.

Oral messages make it easier to

• Answer questions, resolve conflicts, and build consensus.

• Use emotion to help persuade the audience.

• Get immediate action or response.

• Focus the audience’s attention on specific points.

• Modify a proposal that may not be acceptable in its original form.

Scheduled meetings and oral presentations are more formal than phone calls or stopping

someone in the hall.

Important messages should use more formal channels, whether they’re oral or written.

Oral and written messages have many similarities. In both, you should

• Adapt the message to the specific audience.

• Show the audience members how they benefit from the idea, policy, service, or product

(▶▶ Module 8). • Overcome any objections the audience may have.

• Use you-attitude and positive emphasis (▶▶ Modules 6 and 7). • Use visuals to clarify or emphasize material (▶▶ Module 25). • Specify exactly what the audience should do.

Even when everyone in an organization has access to the same channels, different dis-

course communities may prefer different ones. When a university updated its employee

benefits manual, the computer scientists and librarians wanted the information online. Fac-

ulty wanted to be able to read the information on paper. Maintenance workers and carpen-

ters wanted to get answers on voice mail. 12

The bigger your audience, the more complicated channel choice becomes because few

channels reach everyone in your target audience. When possible, use multiple channels.

Also use multiple channels for very important messages. For example, talk to key players

about a written document before the meeting where the document will be discussed.

The family of Sergeant Jesse

Jasper received a “red line”

phone call that he, along with

Sergeant Tyler Judin, had

been killed in action. What

they didn’t learn until hours

later was that Jasper was alive

and well. As a result, the U.S.

Army’s 82nd Airborne Division

is reconsidering how its family

readiness group notifies all

families of individual deaths

within the unit. While Jasper’s

father said, “I don’t know

why they would tell us about

someone else’s tragedy,” the

unit is considering revising

messages to start with “Your

son or daughter is fine” when

that is the case.

Source: Carolyn Thompson, “NY Dad Told Soldier-Son Killed in

War—He Wasn’t,” September 16,

2009, http://news.yahoo.com/s/

ap/20090916/ap_on_re_us/

us_afghanistan_not_dead .

Summary of Learning Objectives

• Succeeding in an organization depends first on understanding

what “counts” at your organization. To find out what counts in

your organization, ask your boss thoughtful questions, listen

to the stories colleagues tell about people who have succeeded

and those who have failed, and observe who is praised and pro-

moted. (LO 2-1) • The primary audience will make a decision or act on the basis

of your message. The secondary audience may be asked by the primary audience to comment on your message or to implement

your ideas after they’ve been approved. The initial audience routes the message to other audiences and may assign the mes-

sage. A gatekeeper controls whether the message gets to the primary audience. A watchdog audience has political, social,

or economic power and may base future actions on its evalua-

tion of your message. (LO 2-2) • A sender goes through the following steps: perception, inter-

pretation, choice or selection, encoding, transmitting the message through a channel. The receiver perceives the mes- sage, decodes it, interprets it, chooses a response, encodes the response, and transmits it. The message transmitted to the origi-

nal sender is called feedback. Noise is anything that interferes with communication; it can be both physical and psychological.

Miscommunication can occur at every point in the communica-

tion process. (LO 2-3) • Channel overload occurs when a channel cannot handle all

the messages being sent. Information overload occurs when

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Module 2 Adapting Your Message to Your Audience 33

the receiver cannot process all the messages that arrive. Both

kinds of overload require some sort of selection to determine

which messages will be sent and which ones will be attended

to. (LO 2-3) • Common sense and empathy are crucial to good audience anal-

ysis. (LO 2-3) • A discourse community is a group of people who share

assumptions about what channels, formats, and styles to use,

what topics to discuss and how to discuss them, and what con-

stitutes evidence. (LO 2-4) • An organization’s culture is its values, attitudes, and philoso-

phies. Organizational culture is revealed verbally in the orga-

nization’s myths, stories, and heroes and nonverbally in the

allocation of space, money, and power. (LO 2-4) • Almost everything about your audience is relevant to some

message. But for any particular message, only a few facts about

your audience will be relevant. Use empathy to put yourself in “someone else’s shoes,” and look at such factors as knowledge,

demographics, personality, psychographics, past behavior, dis-

course community, and organizational culture. (LO 2-4)

• If you don’t know your audience or if the message is very

important, take the time to analyze your audience formally and

to revise your draft with your analysis in mind. You can adapt

your message’s strategy, organization, and style to meet the

audience’s needs. For paper or electronic documents, you can

also adapt the document’s design and the photos or illustrations

you choose. (LO 2-5) • When you write to multiple audiences, use the primary audi-

ence and the gatekeeper to determine level of detail, organiza-

tion, level of formality, and use of technical terms and theory.

(LO 2-6) • You can adapt your message’s strategy, organization, and style

to meet the audience’s needs. For paper or electronic docu-

ments, you can also adapt the document’s design and the photos

or illustrations you choose. (LO 2-6) • The best channel for a message will depend on the audience,

the sender’s purposes, and the situation. Channel choice may be

shaped by the organizational culture. (LO 2-7) • When you communicate to a big audience or talk about an

important topic, use multiple channels. (LO 2-7)

Assignments for Module 2

2.1 What are the five kinds of audiences? (LO 2-2)

2.2 What are ways to analyze your audience? (LO 2-3, LO 2-4)

2.3 What are three ways to adapt your message to your audience? (LO 2-5, LO 2-6)

Questions for Comprehension

2.4 Emphasizing the importance of audience, marketers fre- quently say, “The customer is in control.” To what extent do

you feel in control as a customer, a student, a citizen? What

actions could you take to increase your control? (LO 2-1 to LO 2-3)

2.5 If you are employed, which aspects of your organization’s culture match your own values? What kind of culture would

you like to join when you are next on the job market? (LO 2-1 to LO 2-3)

2.6 Why do internal audiences, especially your boss, some- times feel more important than primary audiences outside

your organization? (LO 2-1 to LO 2-3)

2.7 What are your options if your boss’s criteria for a document are different than those of the primary audience? (LO 2-1 to LO 2-3)

Questions for Critical Thinking

2.8 Identifying Audiences (LO 2-1 to LO 2-4)

In each of the following situations, label the audiences as

initial, gatekeeper, primary, secondary, or watchdog:

1. Andrea, a financial planner, wants to hold a dinner

seminar for married couples to help them with their

financial planning. Her specialty is setting up retire-

ment accounts, but she also wants to help parents save

money for their child’s college expenses. Before she

can hold her seminar, she has to make sure she has the

proper licensing and permits in her community as well

as schedule catering and meeting space at a local hotel

or business center. She has paid for a mailing list of 200

people and their spouses, with hopes that at least 30

couples will attend. As an enticement, she will award

several prizes, including theater tickets, a bicycle, and

a weekend vacation at a bed and breakfast, all donated

from local vendors who would like their businesses rec-

ognized at the seminar.

2. Carmale hopes to get a franchise for a casual dining res-

taurant. She will need to fill out an application with the

corporation and also show that she has secured a loan

for the balance of costs to build the restaurant.

3. Paul works for the mayor’s office in a big city. As part

of a citywide cost-cutting measure, a blue-ribbon panel

has recommended requiring employees who work more

than 40 hours in a week to take compensatory time off

rather than being paid overtime. The only exceptions

will be the police and fire departments. The mayor asks

Exercises and Problems

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34 Unit One Building Blocks for Effective Messages

Paul to prepare a proposal for the city council, which

will vote on whether to implement the change. Before

they vote, council members will hear from (1) citizens,

who will have an opportunity to read the proposal and

communicate their opinions to the city council; (2)

mayors’ offices in other cities that may be asked about

their experiences; (3) union representatives, who may

be concerned about the reduction in income that will

occur if the proposal is implemented; (4) department

heads, whose ability to schedule work might be limited

if the proposal passes; and (5) the blue-ribbon panel and

good-government lobbying groups. Council members

come up for reelection in six months.

2.9 Choosing a Channel to Reach a Specific Audience (LO 2-1 to LO 2-4)

Suppose that your business, government agency, or non-

profit group has a product, service, or program targeted

for each of the following audiences. What would be the

best channel(s) to reach people in that group in your city?

Would that channel reach all group members?

1. Commuters

2. Internet bulletin board users

3. Retired pilots

4. African Americans

5. Police officers

6. Asian-American voters

7. Outdoor enthusiasts

8. Financial planners

9. College freshmen

10. People thinking about a second career

2.10 Analyzing a Discourse Community (LO 2-1 to LO 2-4)

Analyze the way a group you are part of uses language.

Possible groups include

• Work teams

• Sports teams

• Honor organizations and other service or social groups

• Churches, synagogues, temples, and mosques

• Geographic or ethnic groups

• Groups of friends

Questions to ask include the following:

• What specialized terms might not be known to outsiders?

• What topics do members talk or write about? What top-

ics are considered unimportant or improper?

• What channels do members use to convey messages?

• What forms of language do members use to build good-

will? To demonstrate competence or superiority?

• What strategies or kinds of proof are convincing to

members?

• What formats, conventions, or rules do members expect

messages to follow?

As Your Instructor Directs, a. Share your results orally with a small group of students.

b. Present your results in an oral presentation to the class.

c. Present your results in a memo to your instructor.

d. Share your results in an e-mail message to the class.

e. Share your results with a small group of students and

write a joint memo reporting the similarities and differ-

ences you found.

2.11 Analyzing an Organization’s Culture (LO 2-1 to LO 2-4)

Interview several people about the culture of their organiza-

tion. Possible organizations include

• Work teams

• Sports teams

• Honor organizations and other service or social groups

• Churches, synagogues, temples, and mosques

• Geographic or ethnic groups

• Groups of friends

Questions to ask include those in this module and the

following:

1. Tell me about someone in this organization you admire.

Why is he or she successful?

2. Tell me about someone who failed in this organization.

What did he or she do wrong?

3. What ceremonies and rituals does this organization

have? Why are they important?

4. Why would someone join this group rather than a

competitor?

As Your Instructor Directs, a. Share your results orally with a small group of students.

b. Present your results in an oral presentation to the class.

c. Present your results in a memo to your instructor.

d. Share your results in an e-mail message to the class.

e. Share your results with a small group of students and

write a joint memo reporting the similarities and differ-

ences you found.

2.12 Analyzing the Audiences of Noncommercial Web Pages (LO 2-1 to LO 2-4)

Analyze the implied audiences of two web pages of two

noncommercial organizations with the same purpose

(combating hunger, improving health, influencing the

political process, etc.). You could pick pages of the national

organization and a local affiliate, or pages of two separate

organizations working toward the same general goal.

Answer the following questions:

• Do the pages work equally well for surfers and for peo-

ple who have reached the page deliberately?

• Possible audiences include current and potential

volunteers, donors, clients, and employees. Do the

pages provide material for each audience? Is the

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Module 2 Adapting Your Message to Your Audience 35

material useful? Complete? Up-to-date? Does new mate-

rial encourage people to return?

• What assumptions about audience do content and visuals

suggest?

• Can you think of ways that the pages could better serve

their audiences?

As Your Instructor Directs, a. Share your results orally with a small group of

students.

b. Present your results in an oral presentation to

the class.

c. Present your results in a memo to your instructor. Attach

copies of the web pages.

d. Share your results with a small group of students and

write a joint memo reporting the similarities and differ-

ences you found.

e. Post your results in an e-mail message to the class. Pro-

vide links to the two web pages.

2.13 Analyzing People in Your Organization (LO 2-1 to LO 2-4)

1. Analyze your supervisor.

• Does he or she like short or long explanations?

• Does he or she want to hear about all the problems in

a unit or only the major ones?

• How important are punctuality and deadlines?

• How well informed about a project does he or she

wish to be?

• Is he or she more approachable in the morning or the

afternoon?

• What are your supervisor’s major hassles?

2. Analyze other workers in your organization.

• Is work “just a job” or do most people really care

about the organization’s goals?

• How do workers feel about clients or customers?

• What are your co-workers’ major hassles?

3. Analyze your customers or clients.

• What attitudes do they have toward the organization

and its products or services?

• What are their major hassles?

• Do education, age, or other factors affect the way

they read?

As Your Instructor Directs, a. Write a memo to your instructor summarizing your

analysis.

b. Discuss your analysis with a small group of students.

c. Present your analysis orally to the class.

d. Combine your information with classmates’ informa-

tion to present a collaborative report comparing and

contrasting your audiences at work.

2.14 Persuading a Lender to Defer Paying a Student Loan (LO 2-2)

Many college graduates today leave school with large debts

from student loans. Though the loans must be repaid, the

time to do so and the monthly payment are determined by the

lender. With a tough economy making it harder to find a job,

students may also find it harder to repay loans. Many lenders,

however, expect them to start doing so upon graduation. You

plan to request a deferral to start paying back your loan.

To do so, answer the following questions about your

audience.

• What is at stake for the lender if it defers the loan?

• What regulating bodies (e.g., state and federal govern-

ment) govern how a lender may alter the terms of a loan

agreement?

• What objections might a lender raise to deferring

the loan?

• What other resources might the lender suggest tapping in

order to repay the loan?

• What might the lender expect from you as a guarantee

that you will repay the loan after the deferral?

• What channel is the best way to reach the lender?

• What tone will work best in the message to the lender?

2.15 Sending a Question to a Website (LO 2-2, LO 2-3)

Send a question or other message that calls for a response to

a website. (▶▶ Problem 13.12.) You could

• Ask a question about a product.

• Apply for an internship or a job (assuming you’d really

like to work there).

• Ask for information about an internship or a job.

• Ask a question about an organization or a candidate

before you donate money or volunteer.

• Offer to volunteer for an organization or a candidate.

You can offer to do something small and one-time (e.g.,

spend an afternoon stuffing envelopes, put up a yard

sign), or you can, if you want to, offer to do something

more time-consuming or even ongoing.

Pick a specific organization you might use and answer

these questions about it.

• Does the organization ask for questions or offers? Or will

yours “come out of the blue”?

• How difficult will it be for the organization to supply the

information you’re asking for or to do what you’re ask-

ing it to do? If you’re applying for an internship or offer-

ing to volunteer, what skills can you offer? How much

competition do you have?

• What can you do to build your own credibility so the

organization takes your question or request seriously?

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36 Unit One Building Blocks for Effective Messages

2.16 Convincing Your Organization to Allow Flex-Time for Students (LO 2-2, LO 2-3)

In filmmaking, editors might splice, or connect, two segments of film with tape to create one segment. A comma splice occurs when writers try to create one sentence by connecting two sentences with

only a comma.

Correct: We shipped the order on Tuesday. It arrived on Wednesday.

Incorrect: We shipped the order on Tuesday, it arrived on Wednesday. (comma splice)

Comma splices are almost always inappropriate in business com-

munication. (Poetry and fiction sometimes use comma splices to speed

up action or simulate dialect; some sales letters and advertisements use

comma splices for the same effect, though not always successfully.)

Fix a comma splice in one of four ways:

1. If the ideas in the sentences are closely related, use a

semicolon:

We shipped the order on Tuesday; it arrived on Wednesday.

2. Add a coordinating conjunction (such as and, or, or but ): We shipped the order on Tuesday, and it arrived on

Wednesday.

3. Make the incorrect sentence into two correct ones:

We shipped the order on Tuesday. It arrived on Wednesday.

4. Subordinate one of the clauses:

Because we shipped the order on Tuesday, it arrived on

Wednesday.

Comma Splices

Polishing Your Prose

2.17 Announcing Holiday Diversity (LO 2-2, LO 2-3)

To better respect the religious and ethnic diversity of your

employees, your organization will now allow employees to

take any 10 days off. (▶▶ Problem 13.9.) Any religious, ethnic, or cultural holiday is acceptable. (Someone who

wants to take off Cinco de Mayo or Bastille Day can do

so.) As Vice President for Human Resources, you need to

announce the policy.

Pick a specific organization you know something about

and answer these questions about it.

• What religious and ethnic groups do your employees

come from?

• How much do various groups know about each others’

holidays?

• What is the general climate for religious and ethnic toler-

ance? Should the message have a secondary purpose of

educating people about less-common holidays?

• Is your organization open every day of the year, or will

you be closed on some holidays (e.g., Christmas, New

Year’s Day)? If an employee chooses to work on a day

when offices or factories are closed, what should he or

she do? Work at home? Get a key? (How? From whom?)

What kinds of work could a person working alone most

profitably do?

Your organization has a generous tuition reimbursement

program, but currently employees must take classes outside of

regular business hours. You’ve noticed that many classes you

want or need at the local university are offered infrequently

during evenings and weekends. If a class is already full or you

have another commitment, you often have to wait months

before a seat is available. Your co-workers are similarly affected.

You plan to write a memo to upper management describ-

ing your solution: flex-time for full-time employees going

to school. Your solution would allow employees to resched-

ule up to five hours each week to take classes during work

hours. Employees could make up hours in the mornings,

evenings, or weekends and could only reschedule hours if

meetings and other work-related duties don’t conflict.

Pick an organization you know something about and

answer the following questions:

• What is the purpose of the tuition reimbursement program?

• How do employees benefit? How does the organization

benefit?

• Will it cost the company money or lost efficiency to offer

flex-time?

• What obstacles must be overcome regarding organiza-

tional culture?

• How will employee schedules be tracked? Who will be

responsible?

• How would you deal with the objection that employ-

ees could take distance-learning courses, such as those

offered on the web?

• What is the company’s competitive position? Is it grow-

ing? Shrinking?

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Module 2 Adapting Your Message to Your Audience 37

Exercises

Fix the comma splices in the following sentences.

1. Dress appropriately for your job interview, wear your best suit.

2. Wednesday was the last time we did anything on our Facebook

page, ask Sandy to post an update on our news feed, please.

3. Because of storms, Ethan’s flight was delayed, he arrived in

Tulsa 30 minutes after the ceremony started but was able to

give his speech.

4. Suri decided to hold the meeting online, that will save a con-

siderable amount of money in our travel budget.

5. We’ve narrowed down our hiring choices to Michael, Isabella,

and Dylan, we should schedule another round of interviews to

make our final decision.

6. The Purchasing Department needs copies of your receipts from the

Kyoto trip, if you submit them by Friday, you will be reimbursed.

7. Liudmila and Carlos developed the reorganization plan for

Gemma Infotech, in a display of interdepartmental coopera-

tion, Linda, Mehran, and Alex helped to revise it.

8. About an hour after the executive council meeting, we got a

call that the proposal had been accepted, needless to say, it

was great news for the team!

9. Dr. Faulkner, head of the Savannah research project, asked us

to send the report directly to the CDC, we should hear confir-

mation of the findings by April 20.

10. Lani Kapur, who graduated from Oxford University and spent

several years in Geneva, is fluent in French and German, she

would be an excellent candidate to lead the consulting team in

Western Europe.

Check your answers to the odd-numbered exercises at the back of the book.

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38

I n any organization, you’ll work with people whose backgrounds differ from yours. Residents of small

towns and rural areas have different notions of friendliness than do people from big cities. Califor-

nians may talk and dress differently than people in the Midwest. The cultural icons that resonate for

Baby Boomers may mean little to teenagers. The world continues to become globalized.

As Americans become busier and globalization continues to change the workplace, consumer

services performed by employees in other countries are becoming more common. For instance, jet-

setting U.S. executives can have personal assistants from Ask Sunday—based in New York but with

most of its workforce in India—handle everything from ordering local takeout meals to sending birth-

day greetings to friends and family. With 10,000 subscribers, TutorVista provides tutoring in a range

of K–12 subjects from 600 tutors based in India. 1 “Offshoring” of jobs is expected to continue, with

Forrester Research, Inc., predicting that American employers will move about 3.3 million white-collar

service jobs overseas in the next five years. 2

LO 3-1 Define culture through context.

LO 3-2 Compare and contrast dimensions of culture.

LO 3-3 Apply strategies for international communication success.

LO 3-4 Identify differences among generations.

LO 3-5 Apply strategies for workplace dis- crimination solutions.

LO 3-6 Apply strategies for bias-free documents.

Module 3 explores the many facets of communicating across cultures in business. After completing

the module, you should be able to

LEARNING OBJECTIVES

Communicating Across Cultures 3

Module

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Module 3 Communicating Across Cultures 39

The last 30 years have seen a growing emphasis on diversity, with the “news” that more

and more women and people of color are joining the U.S. workforce. 3 But people out-

side the power structure have always worked. In the past, such people (including non-elite

white males) may have been relegated to low-status and low-paying jobs, to agricultural or

domestic work, or to staff rather than line work and management.

People often want easy answers about diversity and culture when only guidelines are

possible. Human beings are individuals as much as they are part of a group. In many ways,

we’ve only begun to scratch the surface for understanding and respecting the diversity

around us; no single discussion can offer all the answers. Because learning about others is

an ongoing process, we must find the answers as much through our experiences as through

research, using sensitivity and respect. Use this module as a starting point.

“Diversity” in the workplace comes from many sources:

• Gender

• Race and ethnicity

• Regional and national origin

• Social class

• Religion

• Age

• Sexual orientation

• Physical ability

Many young Americans are already multicultural. According to U.S. census figures,

a third of Americans aged 17 to 27 are Native Americans or of African, Latino, or Asian

descent. 4 One study showed that 80% of teens have a close friend of another race.

5

Bilingual Canada has long compared the diversity of its people to a “mosaic.” But now

immigrants from Italy, Greece, and Hong Kong add their voices to the medley of French,

English, and Inuit. Radio station CHIN in Toronto broadcasts in 32 languages. 6 The United

States has more than 1,100 mosques and Islamic centers, 1,500 Buddhist centers, and

800 Hindu centers. 7 People work in Japanese plants in Peterborough, New Hampshire;

Marysville, Ohio; and Smyrna, Tennessee. Employees at the Digital Equipment plant in

Boston come from 44 countries and speak 19 languages; the plant’s announcements are

printed in English, Chinese, French, Spanish, Portuguese, Haitian Creole, and Vietnamese. 8

Diversity increases in the global marketplace, where your customers, suppliers, sub-

ordinates, or bosses may have different cultural values and business practices. Business

increasingly transcends national boundaries. BusinessWeek reports that two-thirds of all industries either already operate globally or are in the process of doing so. Michelin, for

instance, earns 35% of its profits in the United States, and McDonald’s earns more than

62% of its income outside the United States. Nearly 98% of Nokia’s sales are outside its

home country, Finland. 9

Many companies depend on vendors or operations in different countries. More soft-

ware is written in Ireland than anywhere else in the world. India is a choice destination

for service and high-tech industries. General Electric Capital’s customer services calls are

answered by 1,000 English-speaking Indian employees in New Delhi, workers respond to

customer service e-mails for Compaq from offices in Madras, and Texas Instruments oper-

ates a design facility in Bangalore that is responsible for 225 patents. The 3M Corporation

earns more than half of its annual revenue from outside the United States, including $500

million in China, where it operates factories. 10

As many companies have discovered, valuing diversity is good business as well as

good social practice. A growing body of literature shows that ethnically diverse teams

produce more and higher-quality ideas. 11

One problem with our awareness of difference,

however, is that when someone feels shut out, he or she can attribute the negative interac-

tion to prejudice, when other factors may be responsible. A second problem is that mem-

bers of a dominant group can recognize difference but still expect everyone else to adapt

to them, rather than making the effort to understand the preferred communication styles

of other workers.

One in 12 marriages in the U.S.

is now interracial, according

to a Pew Research Center

study. Out of the 4.8 million

Americans who married

someone of a different race,

most live in western states

like Nevada and California.

According to the report, more

than 25% of Asians and

Hispanics who married in 2010

had a spouse of a different

race compared to 9.4% of

whites.

Source: Hope Yen, “Interracial Marriage in U.S. Hits New High,”

February 16, 2012, http://hosted2

.ap.org/OHCOL/8ef5320729ce429

8abefc1903704c7d5/Article_2012-

02-16-US-Interracial-Marriage/

id-03bb505a50d140009dfc

4d0430889575 .

By 2014, Asia will represent

43% of the world’s online

population, while North

America will represent 13%.

Source: Andrew LaVallee, “The Gap Widens in Online Population,”

The Wall Street Journal, July

21, 2009, http://blogs.wsj.com/

digits/2009/07/21/the-gap-widens-

in-online-population/ .

Site to See

Go to

www.asianweek.com/

for an online newspaper about

Asian and Asian American

news, style, and culture.

Go to

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40 Unit One Building Blocks for Effective Messages

What is “culture”? LO 3-1

▶ Our understanding of acceptable actions and beliefs.

Each of us grows up in a culture that provides patterns of acceptable behavior and belief. We may not be aware of the most basic features of our own culture until we come into

contact with people who do things differently. For example, we read from left to right. In

some countries, text goes from right to left or from bottom to top. In the United States, new

acquaintances often ask, “What do you do?” as if our jobs tell people who we are. In many

countries, new acquaintances want to know, “Who is your family?” and are more likely to

judge people by their family ties.

We can categorize cultures as high-context or low-context.

• In high-context cultures , most of the information is inferred from the context of a message; little is “spelled out.” Japanese, Arabic, and Latin American cultures are

high-context.

• In low-context cultures , context is less important; most information is explicitly spelled out. German, Scandinavian, and the dominant U.S. cultures are low-context.

As David Victor points out, high- and low-context cultures value different kinds of com-

munication and have different attitudes toward oral and written channels (◀◀ Module 2, p. 24).

12 As Figure  3.1 shows, low-context cultures favor direct approaches and may see

indirectness as dishonest or manipulative. The written word is seen as more important than

oral statements, so contracts are binding but promises may be broken. Details matter. Busi-

ness communication practices in the United States reflect these low-context preferences.

How does culture affect business communication? LO 3-2

▶ In every single aspect!

Culture influences every single aspect of business communication: how to show politeness

and respect, how much information to give, how to motivate people, how loud to talk, even

what size paper to use.

The discussion that follows focuses on national and regional cultures. But business com-

munication is also influenced by the organizational culture and by personal culture, such

as gender, race and ethnicity, social class, and so forth. As Figure 3.2 suggests, all of these

Figure 3.1 Views of Communication in High- and Low-Context Cultures

High-Context (Examples: Japan,

United Arab Emirates)

Low-Context (Examples: Germany,

Canada, the United States)

Preferred communication strategy Indirectness, politeness, ambiguity Directness, confrontation, clarity

Reliance on words to communicate Low High

Reliance on nonverbal signs to

communicate

High Low

Importance of written word Low High

Agreements made in writing Not binding Binding

Agreements made orally Binding Not binding

Attention to detail Low High

Source: Adapted from David A. Victor, International Business Communication, 1st Edition, © 1992. Printed and electronically reproduced by permission of Pearson Education, Inc., Upper Saddle River, New Jersey.

Is globalization best

represented by fast food?

In a way—researchers at

South Africa’s University

of Stellenbosch say a Big

Mac meal symbolizes how

interconnected the world

has become. Potatoes were

originally domesticated in

South America, and mustard

came from India, onions and

wheat from the Middle East,

and coffee from Ethiopia. All

told, the meal represents about

20 different plant species, as

well as years of plant breeding

from cultures around the globe.

Source: Megan Lindo, “Cosmopolitan Meal, or a

Whopper?” The Chronicle of Higher

Education. February 29, 2008, A6.

Site to See

Go to

http:// travelandcultureapps.com/

for reviews and links to apps

that can make travel easier.

Go to

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Module 3 Communicating Across Cultures 41

intersect to determine what kind of communica-

tion is needed in a given situation. Sometimes one

kind of culture may be more important than another.

For example, in a study of aerospace engineers

in Europe, Asia, and the United States, research-

ers John Webb and Michael Keene found that the

similarities of the professional discourse community

outweighed differences in national cultures. 13

Values, Beliefs, and Practices

Values and beliefs, often unconscious, affect our

response to people and situations. Most North Ameri-

cans, for example, value “fairness.” “You’re not playing fair” is a sharp criticism calling for

changed behavior. In some countries, however, people expect certain groups to receive pref-

erential treatment. Most North Americans accept competition and believe it produces better

performance. The Japanese, however, believe competition leads to disharmony. U.S. business-

people believe that success is based on individual achievement and is open to anyone who

excels. In England and in France, success is more obviously linked to social class. And in some

countries, people of some castes or races are prohibited by law from full participation in society.

Many people in the United States value individualism. Other countries may value the

group. In traditional classrooms, U.S. students are expected to complete assignments

alone; if they get much help from anyone else, they’re “cheating.” In Japan, in contrast,

groups routinely work together to solve problems. In the dominant U.S. culture, quiet is a

sign that people are working. In Japan, people talk to get the work done. 14

Values and beliefs are influenced by religion. Christianity coexists with a view of the

individual as empowered to make things happen. In some Muslim and Asian countries,

however, it is seen as presumptuous to predict the future by promising action by a certain

date. The Puritan work ethic legitimizes wealth by seeing it as a sign of divine favor. In

other Christian cultures, a simpler lifestyle is considered to be closer to God.

These differences in values, beliefs, and practices lead to differences in what kinds of

appeals motivate people. See Figure 3.3 .

Nonverbal Communication

Nonverbal communication —communication that doesn’t use words—takes place all the time. Body language, the size of an office, or how long someone keeps a visitor waiting—

all these communicate pleasure or anger, friendliness or distance, power and status.

Figure 3.3 Cultural Contrasts in Motivation

United States Japan Arab Countries

Emotional appeal Opportunity Group participation; company

success

Religion; nationalism;

admiration

Recognition based on Individual achievement Group achievement Individual status; status of

class/society

Material rewards Salary; bonus; profit sharing Annual bonus; social services;

fringe benefits

Gifts for self/family; salary

Threats Loss of job Loss of group membership Demotion, loss of reputation

Values Competition; risk taking;

freedom

Group harmony; belonging Reputation; family security;

religion

Source: Adapted from Farid Elashmawi and Philip R. Harris, Multicultural Management 2000: Essential Cultural Insights for Global Business Success, (Gulf Publishing, 1998), p. 169. Used with permission by Elsevier.

Instant Replay

High- and Low-Context

Cultures

In high-context cultures, most of the information is

inferred from the context of a

message; little is “spelled out.”

In low-context cultures, context is less important;

most information is explicitly

spelled out.

I R

High and Lo

Organizational culture

Personal culture

National culture

Figure 3.2 National Culture,

Organizational Culture, and

Personal Culture Overlap

Site to See

Go to

www.getcustoms.com/ 2004GTC/quiz.html

Getting Through Customs,

which conducts seminars on

international communications,

offers this page of links to

dozens of quizzes you can

use to test your knowledge

of international etiquette

and business practices. The

answers provide fun facts

on topics such as names,

holidays, gift giving, and

much more.

Go to

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42 Unit One Building Blocks for Effective Messages

Nonverbal signals can be misinterpreted just as easily as verbal symbols (words). A

young woman took a new idea into her boss, who glared at her, brows together in a frown,

as she explained her proposal. The stare and lowered brows symbolized anger to her, and

she assumed he was rejecting her idea. Several months later, she learned that her boss

always “frowned” when he was concentrating. The facial expression she had interpreted as

anger had not been intended to convey anger at all.

Misunderstandings are even more common in communication across cultures. A Euro-

pean American teacher sends two African American students to the principal’s office

because they’re “fighting.” European Americans consider fighting to have started when

loud voices, insults, and posture indicate that violence is likely. But African Americans

may not assume that those signs alone will lead to violence: They can be part of nonviolent

disagreements. 15

An Arab student assumed that his U.S. roommate disliked him intensely

because the U.S. student sat around the room with his feet up on the furniture, soles toward

the Arab roommate. Arab culture sees the foot in general and the sole in particular as

unclean; showing the sole of the foot is an insult. 16

Learning about nonverbal language can help us project the image we want to project

and make us more aware of the signals we are interpreting. However, even within a single

culture a nonverbal symbol may have more than one meaning.

Body Language

Posture and body movements connote energy and openness. North American open body positions include leaning forward with uncrossed arms and legs, with the arms away from the body. Closed or defensive body positions include leaning back, sometimes with both hands behind the head, arms and legs crossed or close together, or hands in pockets. As

the labels imply, open positions suggest that people are accepting and open to new ideas.

Closed positions suggest that people are physically or psychologically uncomfortable, that

they are defending themselves and shutting other people out.

People who cross their arms or legs often claim that they do so only because the position is

more comfortable. Certainly crossing one’s legs is one way to be more comfortable in a chair

that is the wrong height. U.S. women are taught to keep their arms close to their bodies and

their knees and ankles together. But notice your own body the next time you’re in a perfectly

comfortable discussion with a good friend. You’ll probably find that you naturally assume open

body positions. The fact that so many people in organizational settings adopt closed positions

may indicate that many people feel at least slightly uncomfortable in school and on the job.

The Japanese value the ability to sit quietly. They may see the U.S. tendency to fidget

and shift as an indication of a lack of mental or spiritual balance. Even in North America,

interviewers and audiences usually respond negatively to nervous gestures such as fidget-

ing with a tie or hair or jewelry, tapping a pencil, or swinging a foot.

Eye Contact

North American whites see eye contact as a sign of honesty. But in many cultures, dropped eyes are a sign of appropriate deference to a superior.

Puerto Rican children are taught not to meet the eyes of adults. 17

The Japanese are

taught to look at the neck. 18

In Korea, prolonged eye contact is considered rude. The lower-

ranking person is expected to look down first. 19

In Muslim countries, women and men are

not supposed to have eye contact.

These differences can lead to miscommunication in the multicultural workplace. Supe-

riors may feel that subordinates are being disrespectful when the subordinate is being fully

respectful—according to the norms of his or her culture.

Gestures

Americans sometimes assume that they can depend on gestures to communicate if language

fails. But Birdwhistell reported that “although we have been searching for 15 years [1950–65],

we have found no gesture or body motion which has the same meaning in all societies.” 20

In Bulgaria, people nod their

heads up and down to mean

no. They shake their heads

from side to side to mean yes.

Source: Glenna Dod and Gergana Kuneva, “ Yes or No:

Communication Barriers Between

Bulgaria and The United States,”

ABC Canadian, Eastern U.S.,

Southeastern U.S. Joint Regional

Conference, Nashville, TN, March

30–April 1, 2000.

Soon after a flight takes off

from La Guardia Airport, a

passenger produces a small

leather box, straps it to his

forehead, and wraps what

appears to be wires from it

around his arm and hand. He

prays. A terrorist bomber? No,

a peaceful 17-year-old wearing

tefillin, used in morning prayers

by observant Jews. The sight,

reported by a flight attendant,

was enough for pilots to divert

the plane to the nearest city,

where federal authorities

boarded to investigate. While

all parties involved were of

goodwill, a religious and

cultural misunderstanding

took on frightening overtones.

Said Isaac Abraham, himself

an observant Jew: “But the

obvious reality of it is that

when we see people carrying

explosive material in their

shoes and their pants and I am

the passenger next to him

and see someone strapping,

I would panic too.”

Source: James Barron, “A Flight is Diverted by a Prayer Seen

as Ominous,” The New York

Times, January 21, 2010, http://

www.nytimes.com/2010/01/22/

nyregion/22airplane.html?hpw .

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Module 3 Communicating Across Cultures 43

Gestures that mean approval in the United States may have very different meanings in

other countries. The “thumbs up” sign that means “good work” or “go ahead” in the United

States and most of western Europe is a vulgar insult in Greece. The circle formed with the

thumb and first finger that means OK in the United States is obscene in Southern Italy and can mean “you’re worth nothing” in France and Belgium.

21

In the question period after a lecture, a man asked the speaker, a Puerto Rican profes-

sor, if shaking the hands up and down in front of the chest, as though shaking off water,

was “a sign of mental retardation.” The professor was horrified: in her culture, the gesture

meant “excitement, intense thrill.” 22

Studies have found that Spanish-speaking doctors rate

the mental abilities of Latino patients much higher than do English-speaking doctors. The

language barrier is surely part of the misevaluation by English-speaking doctors. Cultural

differences in gestures may contribute to the misevaluation. Similarly, European American

supervisors in the workplace may underestimate the abilities of Hispanics because gestures

differ in the two cultures.

Space

Personal space is the distance someone wants between himself or herself and other people in ordinary, nonintimate interchanges. Observation and limited experimentation show that

most North Americans, North Europeans, and Asians want a bigger personal space than do

Latin Americans, French, Italians, and Arabs. People who prefer lots of personal space are

often forced to accept close contact on a crowded elevator or subway.

Even within a culture, some people like more personal space than do others. One U.S.

study found that men took more personal space than women did. 23

In many cultures, people

who are of the same age and sex take less personal space than do mixed-age or mixed-sex

groups. Latin Americans will stand closer to people of the same sex than North Americans

would, but North Americans stand closer to people of the opposite sex. 24

Touch

Repeated studies have shown that babies need to be touched to grow and thrive and that

older people are healthier both mentally and physically if they are touched. But some peo-

ple are more comfortable with touch than others. Some people shake hands in greeting

but otherwise don’t like to be touched at all, except by family members or lovers. Other

people, having grown up in families that touch a lot, hug as part of a greeting and touch

even casual friends. Each kind of person may misinterpret the other. A person who dis-

likes touch may seem unfriendly to someone who’s used to touching. A toucher may seem

overly familiar to someone who dislikes touch.

Studies in the United States have shown that touch is interpreted as power: More power-

ful people touch less powerful people. When the toucher had higher status than the recipi-

ent, both men and women liked being touched. 25

Most parts of North America allow opposite-sex couples to hold hands or walk arm-in-

arm in public but frown on the same behavior in same-sex couples. People in Asia, the Mid-

dle East, and South America have the opposite expectation: Male friends or female friends

can hold hands or walk arm-in-arm, but it is slightly shocking for an opposite-sex couple to

touch in public. In Iran, even handshakes between men and women are seen as improper. 26

People who don’t know each other well may feel more comfortable with each other if

a piece of furniture separates them. For example, a group may work better sitting around a

table than just sitting in a circle. In North America, a person sitting at the head of a table is

generally assumed to be the group’s leader. However, one experiment showed that when a

woman sat at the head of a mixed-sex group, observers assumed that one of the men in the

group was the leader. 27

Spatial Arrangements

In the United States, the size, placement, and privacy of one’s office connote status. Large

corner offices have the highest status. An individual office with a door that closes connotes

To better understand how the

immune system responds to

touch, researchers studied two

groups of healthy adults. One

group received 45 minutes of

Swedish massage while the

other received 45 minutes

of lighter touch. The group

receiving massages showed

“substantially more white

blood cells—including natural

killer cells, which help the

body fight viruses and other

pathogens—and fewer types

of inflammatory cytokines

associated with autoimmune

diseases.”

Source: Norine Dworkin-McDaniel, “Touching Makes You Healthier,”

CNN, January 5, 2011, http://www.

cnn.com/2011/HEALTH/01/05/

touching.makes.you.healthier

.health/index.html .

Site to See

Go to

https://www.cia.gov/ library/publications/ the-world-factbook

The World Factbook,

published online by the Central

Intelligence Agency, is a good

starting point for learning about

the people of another country.

Extensive country-by-country

information includes languages

spoken and communications

technology available.

Go to

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44 Unit One Building Blocks for Effective Messages

more status than a desk in a common area. Japanese firms, however, see private offices as

“inappropriate and inefficient,” reports Robert Christopher. Only the very highest execu-

tives and directors have private offices in the traditional Japanese company, and even they

will also have desks in the common areas. 28

Japanese homes have much smaller rooms than most U.S. homes. The Japanese use

less furniture and arrange it differently: A small table will be in the center of the room. In

cold weather, a heater is placed under the table; the tablecloth keeps the warm air around

the legs and feet of everyone who sits at the table. Even though U.S. homes have more

pieces of furniture than the traditional Japanese home, Japanese may see Western rooms as

“empty” since Western furniture lines the walls, leaving a large empty space in the middle

of the room. 29

Time

Organizations in the United States—businesses, government, and schools— keep time by

the calendar and the clock. Being “on time” is seen as a sign of dependability. Other cul-

tures may keep time by the seasons and the moon, the sun, internal “body clocks,” or a

personal feeling that “the time is right.”

North Americans who believe that “time is money” are often frustrated in negotiations

with people who take a much more leisurely approach. Part of the problem is that people

in many other cultures want to establish a personal relationship before they decide whether

to do business with each other.

The problem is made worse because various cultures mentally measure time differently.

Many North Americans measure time in five-minute blocks. Someone who’s five minutes

late to an appointment or a job interview feels compelled to apologize. If the executive or

interviewer is running half an hour late, the caller expects to be told about the likely delay

upon arriving. Some people won’t be able to wait that long and will need to reschedule

their appointments. But in other cultures, 15 minutes or half an hour may be the smallest

block of time. To someone who mentally measures time in 15-minute blocks, being 45

minutes late is no worse than being 15 minutes late is to someone who is conscious of

smaller units.

Color associations can lead to

workplace revelations. Delta

Air Lines irked flight attendants

with a designer red uniform in

sizes 18 and below when other

uniforms also came in larger

sizes. USAToday gathered 877

CEOs to gauge favorite colors.

Magenta won. According to

consultant Dewey Sadka, it

suggests a more sensitive and

less perfectionist personality

than average and someone

who is also suited to be an

artist or teacher. Atlanta’s

MARTA officials named the

train service into the city’s

Asian-American community

the “yellow line,” even after

John Yasutake, manager of

equal opportunity and conflict

resolution, pointed out negative

connotations for Asian people,

including 200,000 in the

metropolitan area. Officials later

renamed it the “gold line.”

Source: Harry R. Weber, “Some NWA Flight Attendants Want to

Wear Red Dress,” July 10, 2009,

http://finance.yahoo.com/news/

Some-NWA-flight-attendants-

apf-1099900293.html?x=0&.v=3 ;

Del Jones, “Favorite Colors Test

Shows CEOs Are Different; Take the

Test,” USAToday, February 8, 2010,

http://www.usatoday.com/money/

companies/management/2010-

02-08-ceocolors08_ST_N.htm ;

and Dan Chapman and Ariel Hart,

“MARTA ‘yellow line’ to Doraville

Angers Some in Asian Community,”

The Atlanta Journal-Constitution,

February 8, 2010, http://www.ajc.

com/news/atlanta/marta-yellow-

line-to-294162.html .

Doing business internationally

requires an understanding

of language and business

practices and a sensitivity to

cultural differences. But look for

similarities, too, to understand

the “big picture.” For instance,

you probably recoginze the place

in this photo as a gas station,

even if the words, layout, and

color scheme are unfamiliar.

Seeing similarities while honoring

differences can help you adapt

quickly and effectively.

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Module 3 Communicating Across Cultures 45

Edward T. Hall distinguishes between monochronic cultures, which treat time as a resource, and polychronic cultures, which emphasize relationships. Researchers see the United States as monochronic. When U.S. managers feel offended because a Latin Ameri-

can manager also sees other people during “their” appointments, the two kinds of time are

in conflict.

According to some scholars, Europeans schedule fewer events in a comparable period

of time than do North Americans. Perhaps as a result, Germans and German Swiss see

North Americans as too time-conscious. 30

Other Nonverbal Symbols

Many other symbols can carry nonverbal meanings: clothing, colors, age, and height, to

name a few.

In the United States and Canada, certain styles and colors of clothing are considered

more “professional” and more “credible.” In Dress for Success and The Woman’s Dress for Success Book, John T. Molloy tells readers what clothes carry nonverbal messages of success, prestige, and competence. In Japan, clothing denotes not only status but also

occupational group. Students wear uniforms. Company badges indicate rank within the

organization. Workers wear different clothes when they are on strike than they do when

they are working. 31

Colors can also carry meanings in a culture. In the United States, mourners wear black

to funerals, while brides wear white. In pre-Communist China and in some South American

tribes, white is the color of mourning. Purple flowers are given to the dead in Mexico. 32

In

Korea, red ink is used to record deaths but never to write about living people. 33

In the United States, youth is valued. Some men as well as some women color their hair

and even have face-lifts to look as youthful as possible. In Japan, younger people defer to

older people. Americans attempting to negotiate in Japan are usually taken more seriously

if at least one member of the team is noticeably gray-haired.

Height connotes status in many parts of the world. Executive offices are usually on the

top floors; the underlings work below. Even being tall can help a person succeed. Studies

have shown that employers are more willing to hire men over 6 feet tall than shorter men

with the same credentials. Studies of real-world executives and graduates have shown that

taller men make more money. In one study, every extra inch of height brought in an extra

$600 a year. 34

But being too big can be a disadvantage. A tall, brawny football player

complained that people found him intimidating off the field and assumed that he “had the

brains of a Twinkie.”

Oral Communication

Effective oral communication requires cultural understanding. As Figure 3.4 shows,

the purpose of and the information exchanged in business introductions differs

across cultures.

Deborah Tannen uses the term conversational style to denote our conversational patterns and the meaning we give to them: the way we show interest, politeness, and

appropriateness. 35

Your answers to the following questions reveal your own conversa-

tional style:

• How long a pause tells you that it’s your turn to speak?

• Do you see interruption as rude? Or do you say things while other people are still talking

to show you’re interested and to encourage them to say more?

• Do you show interest by asking lots of questions? Or do you see questions as intrusive

and wait for people to volunteer whatever they have to say?

Tannen concludes that the following features characterize her own conversational style:

Fast rate of speech

Fast rate of turn-taking

Yale University’s Rudd

Center for Food Policy and

Obesity found that weight

discrimination has increased,

even though about two-thirds

of Americans are overweight.

Discrimination includes being

denied jobs and receiving

inferior medical care. So far,

Michigan is the only state that

bars weight discrimination.

Even the famous are not

immune. Actor and director

Kevin Smith was asked to

deplane when a pilot thought

he didn’t fit in his seat, per the

airline’s “Customer of Size”

policy. Said Smith, who later

received an apology from the

company, “If you look like

me, you may be ejected from

Southwest Air.”

Source: Catherine Arnst, “Bias of the Bulge,” BusinessWeek, April

28, 2008, 22; and “‘Silent Bob’

Not Silent About Being Ejected

from Flight for Being Too Fat,” The

Columbus Dispatch, February

15, 2010, http://www.dispatch

.com/live/content/national_world/

stories/2010/02/15/silent-bob-not-

silent-about-ejection-from-flight.

html?sid=101 .

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46 Unit One Building Blocks for Effective Messages

Persistence—if a turn is not acknowledged, try again

Preference for personal stories

Tolerance of, preference for simultaneous speech

Abrupt topic shifting

Different conversational styles are not better or worse than each other, but people

with different conversational styles may feel uncomfortable without knowing why. A

subordinate who talks quickly may be frustrated by a boss who speaks slowly. Peo-

ple who talk more slowly may feel shut out of a conversation with people who talk

more quickly. Someone who has learned to make requests directly (“Please pass the

salt”) may be annoyed by someone who uses indirect requests (“This casserole needs

some salt”).

In the workplace, conflicts may arise because of differences in conversational style.

Generation Xers often use a rising inflection on statements as well as questions. Xers see

this style as gentler and more polite. But Baby Boomer bosses may see this speech pattern

as hesitant, as if the speaker wants advice—which they then proceed to deliver. 36

Thomas

Kochman claims that African Americans often use direct questions to criticize or accuse. 37

If Kochman is right, an African American employee might see a question (“Will that report

be ready Friday?”) as a criticism of his or her progress. One supervisor might mean the

question simply as a request for information. Another supervisor might use the question to

mean “I want that report Friday.”

Daniel N. Maltz and Ruth A. Borker believe that differences in conversational style may

be responsible for the miscommunication that sometimes occurs in male–female conversa-

tions. For example, researchers have found that women are much more likely to nod and

to say yes or mm hmm than men are. Maltz and Borker hypothesize that to women, these symbols mean simply, “I’m listening; go on.” Men, on the other hand, may decode these

symbols as “I agree” or at least “I follow what you’re saying so far.” A man who receives

nods and mms from a woman may feel that she is inconsistent and unpredictable if she then disagrees with him. A woman may feel that a man who doesn’t provide any feedback isn’t

listening to her. 38

Understatement and Exaggeration

Closely related to conversational style is the issue of understatement and overstatement.

The British have a reputation for understatement. Someone good enough to play at

Wimbledon may say he or she “plays a little tennis.” Many people in the United States

exaggerate. A U.S. businessman negotiating with a German said, “I know it’s impossible,

but can we do it?” The German saw the statement as nonsensical: By definition, something

that is impossible cannot be done at all. The American saw “impossible” as merely a strong

way of saying “difficult” and assumed that with enough resources and commitment, the

job could in fact be done. 39

In Japan, silence can mean

“I don’t like your idea,” but it

can also mean “I’m thinking.”

Knowing this is essential for

international negotiators.

One American business

person offered an apparatus

to a Japanese customer for

$100,000. The customer sat

quietly. After 10 minutes, the

American, who couldn’t stand

the silence any more, lowered

his price $10,000. Reading

this through a U.S. lens, you

might think that the Japanese

customer was happy and

perhaps even used silence

deliberately. Not so. In fact, he

was deeply disappointed by the

poor negotiation. Relationships

are far more important than

price in Japan. How could

someone be so impatient?

Source: Based on J. M. Ulijn, “How Can a Multicultural Workforce

of a Company Successfully

Communicate in International

Trade?” Acta Universitatis

Wratislaviensis, No. 1774, 264–65.

Figure 3.4 Cultural Contrasts in Business Introductions

United States Japan Arab Countries

Purpose of introduction Establish status and job identity;

network

Establish position in group,

build harmony

Establish personal rapport

Image of individual Independent Member of group Part of rich culture

Information Related to business Related to company Personal

Use of language Informal, friendly; use first name Little talking Formal; expression of

admiration

Values Openness, directness, action Harmony, respect, listening Religious harmony, hospitality,

emotional support

Source: Adapted from Farid Elashmawi and Philip R. Harris, Multicultural Management 2000: Essential Cultural Insights for Global Business Success (Houston: Gulf, 1998), 113.

Site to See

Go to

www.travlang.com

to learn languages for

international travel.

Go to

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Module 3 Communicating Across Cultures 47

In Tanzania, it is a compliment

to note that someone has

gained weight.

Successful intercultural communicators attempt to understand the communication style the other group

prefers.

Reprinted with permission of CartoonStock.com, www.cartoonstock.com.

Compliments

The kinds of statements that people interpret as compliments and the socially correct way

to respond to compliments also vary among cultures. The statement “You must be really

tired” is a compliment in Japan since it recognizes the other person has worked hard. The

correct response is “Thank you, but I’m OK.” An American who is complimented on giv-

ing a good oral presentation will probably say “Thank you.” A Japanese, in contrast, will

apologize: “No, it wasn’t very good.” 40

Statements that seem complimentary in one context may be inappropriate in another.

For example, women in business are usually uncomfortable if male colleagues or superiors

compliment them on their appearance: The comments suggest that the women are being

treated as visual decoration rather than as contributing workers.

Silence

Silence also has different meanings in different cultures and subcultures. Some

Americans have difficulty doing business in Japan because they do not realize that

silence almost always means that the Japanese do not like the Americans’ ideas.

Muriel Saville-Troike reports that during a period of military tension, Greek air traffic

controllers responded with silence when Egyptian planes requested permission to land.

The Greeks intended silence as a refusal; the Egyptians interpreted silence as consent.

Several people were killed when the Greeks fired on the planes as they approached

the runway. 41

Different understandings of silence can prolong problems with sexual harassment in

the workplace. White women sometimes use silence to respond to comments they find

offensive, hoping that silence will signal their lack of appreciation. But some men may

think that silence means appreciation or at least neutrality. African American women may

be more likely to “talk tough” in response to unwelcome advances.

Instant Replay

Two Views of Time

Monochronic cultures treat time as a resource.

Polychronic cultures emphasize relationships.

I R

Two Views o

Translating a product’s

advertising slogan is

especially tricky, because

the product’s benefits have

to be packed into just a few

words. A poor translation can

be embarrassing, as in the

following examples:

Kentucky Fried Chicken’s

slogan in English: Finger

lickin’ good.

Meaning in Chinese translation:

Eat your fingers off.

Otis Engineering Corporation’s

slogan: Completion

equipment.

Meaning in Russian translation:

Equipment for orgasms.

Parker Pen Company’s slogan:

Avoid embarrassment.

Meaning in Spanish translation:

Avoid pregnancy.

Perdue Farms’ slogan: It takes

a tough man to make a

tender chicken.

Meaning in Spanish translation:

It takes a sexually excited

man to make a chicken

affectionate.

Source: Examples quoted from Anton Piëch, “Speaking in

Tongues,” Inc., June 2003, 50.

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48 Unit One Building Blocks for Effective Messages

Writing to International Audiences

Most cultures are more formal than the United States. When you write to international

audiences, use titles, not first names. Avoid contractions, slang, and sports metaphors.

The patterns of organization that work for North American audiences may need to be

modified for international correspondence. For most cultures, buffer negative messages (▶▶ Module 11) and make requests (▶▶ Module 12) more indirect. As Figure 3.5 suggests, you may need to modify style, structure, and strategy when you write to international readers.

Make a special effort to avoid phrases that could be seen as arrogant or uncaring. Cultural

mistakes made orally float away on the air; those made in writing are permanently recorded.

There are so many different cultures! How can I know enough to communicate? LO 3-3

▶ Focus on being sensitive and flexible.

The first step in understanding another culture is to realize that it may do things very dif-

ferently, and that the difference is not bad or inferior. But people within a single culture

differ. The kinds of differences summarized in this module can turn into stereotypes, which

can be just as damaging as ignorance. Don’t try to memorize the material here as a rigid set

of rules. Instead, use the examples to get a sense for the kinds of things that differ from one

culture to another. Test these generalizations against your experience. When in doubt, ask.

If you plan to travel to a specific country, or if you work with people from other cul-

tures, read about that country or culture and learn a little of the language. Also talk to

people. That’s really the only way to learn whether someone is wearing black as a sign of

mourning, as a fashion statement, or as a color that slenderizes and doesn’t show dirt.

As Brenda Arbeláez suggests, the successful international communicator is

• Aware that his or her preferred

values and behaviors are influenced by

culture and are not necessarily “right.”

• Flexible and open to change.

• Sensitive to verbal and nonverbal

behavior.

• Aware of the values, beliefs, and

practices in other cultures.

• Sensitive to differences among individu-

als within a culture. 42

Figure 3.5 Cultural Contrasts in Written Persuasive Documents

United States Japan Arab Countries

Opening Request action or get reader’s

attention

Offer thanks; apologize Offer personal greetings

Way to persuade Immediate gain or loss of

opportunity

Waiting Personal connections; future

opportunity

Style Short sentences Modesty, minimize own

standing

Elaborate expressions; many

signatures

Closing Specific request Desire to maintain harmony Future relationship, personal

greeting

Values Efficiency; directness, action Politeness; indirectness;

relationship

Status; continuation

Source: Adapted from Farid Elashmawi and Philip R. Harris, Multicultural Management 2000: Essential Cultural Insights for Global Business Success, (Gulf Publishing, 1998), p. 139. Used with permission by Elsevier.

Many developing countries have

gone straight to cell phones,

skipping the expensive step

of laying cables. Many owners

of cell phones have become

entrepreneurs, allowing people to

make calls on their phones for a

small fee. Now, farmers can call

to find out what prices are in the

cities so they aren’t at the mercy

of what wholesalers claim.

Experts disagree on how to

define generations or even what

to call them. For example, the

U.S. Census Bureau says Baby

Boomers were born from 1946

to 1964. On the other hand,

authors William Strauss and

Neil Howe say from 1943 to

1960. For them, Millennials start

with births in 1982, but Deloitte

Consulting concludes there is

no definitive agreement among

experts on birth years (or even

terms, including Generation Y

and the Internet Generation ),

with anywhere from 1978 to

1995 possible and 1981 to

1993 most popular. Generation

X exists somewhere between

Baby Boomers and Millennials.

Sources: U.S. Census Bureau, “Oldest Baby Boomers Turn

60!”(News release), January 3,

2006, downloaded at www.

census.gov/Press-Release/www/

(continued)

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Module 3 Communicating Across Cultures 49

Are differences among generations changing the workplace and how we communicate? LO 3-4

▶ According to some observers, yes.

Baby Boomers and Millennials, sometimes called Generation Y or the Internet Gen-

eration, have made headlines in recent years, clashing over such issues as appropriate

dress, ethics, hierarchies, expectations, and responsiveness in the workplace. Have the

conflicts been blown out of proportion? Perhaps. Friction among members of genera-

tions can be found throughout history. But corporations have gone so far as to hire

consultants to sort things out, and billions of dollars are spent annually now to help

accommodate and motivate employees. How America’s two largest generations are

able to resolve their differences, real or perceived, has profound implications for

changes in the workplace.

While some Millennials shake their heads at Baby Boomers’ mandates that employ- ees start at entry-level jobs or work well beyond 40 hours per week, some members of the older generation lament perceived impertinence, poor communication skills, and what

consultant Bruce Tulgan refers to as “self-esteem on steroids.” 43

Differing values may be

involved, too. According to a Pew Research Center poll, 81% in Generation Y say being

rich is their most important life goal. 44

Of Millennials’ strengths, including optimism, confidence, enthusiasm, organization,

and goal orientation, their greatest may be with technology. No generation has ever been

as plugged in as the Millennials, who are accomplished multitaskers, so it’s probably

unsurprising that a Deloitte Consulting study found that 84% of them text message, 62%

watch YouTube and similar sites, and 56% create their own entertainment. 45

Accordingly,

supervisors relying on “snail mail,” voice mail, or even e-mail messages to contact Mil-

lennial employees may find they’re better off texting or adopting newer technologies, and

vice versa. 46

Unlike significantly smaller Generation X, whose also-tech-savvy members were born

after the Baby Boomers but before the Millennials, Generation Y has a reputation for want-

ing to work in peer groups and with close direction from supervisors, much to the chagrin

of co-workers valuing autonomy. Workstations that allow face-to-face communication,

opportunities to access social networking sites like Facebook and Myspace, and increased

use of mobile technologies, such as iPods, laptops, or cell phones, are attractive to many

Millennials.

In the same spirit, greater attention to detail, especially when it comes to writing, may

go a long way for Millennials in impressing colleagues and supervisors:

• Read often to enhance literacy.

• Edit for grammar and proofread for spelling (▶▶ Modules 14–16). • Avoid e-mail abbreviations in business correspondence and be mindful of netiquette

(▶▶ Module 13). • Use the appropriate tone, format, and language for the intended audience

(▶▶ Module 4). • Build common ground when negotiating (▶▶ Module 12 BCS Box, p. 198). • Find a mentor or role model to further develop skills and adapt to what the organization

wants (◀◀ Module 2 BCS Box, p. 20).

As Generation Y has shown great facility with

gathering information—according to one survey,

of U.S. adults visiting a library recently, 62%

were from Generation Y, and 65% of all patrons

used computers there to do web research 47

—going

deeper while analyzing the credibility of informa-

tion, especially from the Internet, would also be

advantageous.

Mark Zuckerberg represents a

new generation of CEO—born in

1984, he founded Facebook.com .

The popular social website is

worth billions of dollars.

releases/archives/facts_for_

features_special_editions/006105.

html ; William Strauss and Neil

Howe, The Fourth Turning: An

American Prophecy (Lifecourse

Associates), downloaded on

December 27, 2007, at www.

fourthturning.com/my_html/

body_generations_in_history.html ;

and Deloitte Consulting, “Who Are

the Millennials? AKA Generation Y,”

downloaded on August 19, 2012,

at http://www.deloitte.com/assets/

Dcom-UnitedStates/Local%20

Assets/Documents/us_consulting_

hc_millennials_110608.pdf .

(continued)

According to the Young

Entrepreneur Council, 36%

of the U.S. workforce will be

Millennials by 2014, with the

number climbing to 46% by

2020. Writer Larissa Faw

believes Millennials struggle

to identify themselves by

profession, in part because they

are “career hustling,” or working

multiple jobs simultaneously.

The concept is older than it

may seem. Many educated

people have held multiple jobs

or worked in several fields

at once—college faculty, for

instance, often divide their

time among teaching, writing,

speaking, consulting, and

operating side businesses—but

Faw notes, “I don’t know any

Millennial who self-identifies

using only one ‘job.’”

Source: Larissa Faw, “How Millennials Are Redefining Their

Careers as Hustlers,” Forbes,

July 19, 2012, http://www.forbes

.com/sites/larissafaw/2012/07/19/

how-millennials-are-redefining-their-

careers-as-hustlers/ .

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50

Dealing with Discrimination LO 3-5

Building a Critical Skill

Dealing with discrimination is never easy. It’s generally

accepted that women and racial minorities face the most dis-

crimination in the United States, though chances are everyone

has experienced it in some form. Successfully handling discrim-

ination means understanding the situation and your options.

Not Everything Is Discrimination.

IBM, AT&T, and Lucent Technologies Manager Roland Nolan

writes, “As people of color, we don’t have ready access to the

‘good old boy’ network or to powerful mentors who can give us

a leg up. But the reality is, not all white males do, either.” One

woman complained that male clients tested her because she is

a woman. But another successful woman pointed out that men

test other men, too.

Decide on a Strategy.

Despite earning outstanding performance reviews and having

two master’s degrees, including an MBA, and a Ph.D., Cheryl

Green kept getting passed over for promotion at a Fortune 500

company. When she asked why, her boss told her she might

make vice president—if she went back to school. “I understood

at that moment that I wasn’t getting into the club no matter how

many hurdles I jumped,” says Green.

Many women and minorities find themselves facing a “glass

ceiling” that keeps them from rising to levels for which they are

qualified. In promotion situations, Green advises people who

might face discrimination to

• Ask for honest feedback.

• Find a mentor.

• Avoid casting yourself as the victim.

• Be prepared to move on.

The experience showed Green that many companies still need

to understand the importance of diversity. She now runs her own

human-resources consulting firm, Green Resource Group.

Chart Your Own Path.

African Americans, Latinos, and Asian Americans make up

only 19% of the advertising industry’s employees and only

3% of its management positions, yet people of color represent

approximately 30% of the U.S. population and trillions of dol-

lars in buying power.

“It’s hard for people (of color) to be in a business that is pre-

dominantly about white culture,” says Wanla Cheng, who notes

that after being in the industry a couple of years, “it became

painfully obvious that there weren’t people above a certain

level. The bulk of people of color were administrative assistants

or in the mail room . . . it was disheartening.”

She had good experiences but also notes, “I had to work

harder at fitting into the advertising-industry culture.”

Cheng did break the glass ceiling at several agencies but

ultimately left to found Asia Link Consulting Group, which

specializes in multicultural marketing and research.

Take the High Road.

When Tiger Woods heard of friend and Golf Channel anchor

Kelly Tilghman’s bizarre comment about him during a national

broadcast, the sports legend issued a statement that he felt she

meant no harm. Woods, whose heritage includes Asian, Afri-

can, and European ancestry, helped end the media frenzy sur-

rounding Tilghman and her “lynch him” remark, noting, “We

all say things we do regret, and that’s certainly a moment she

does regret.” Tilghman did not escape unscathed. In addition to

public embarrassment, she was suspended from her job. Woods

himself would later face intense scrutiny over unrelated revela-

tions of marital infidelity.

Sources: Roger O. Crockett, “Invisible and Loving It,” BusinessWeek, October 5, 1998, 124–28; Harriet Rubin, “The V’s’ Word,” Fast Company, March 2001, 44; Anne Fisher, “Ask Annie,” Fortune, August 10, 2005, downloaded at http://www.fortune.com/fortune/

annie/0,15704,1092409,00.html ; and Angela D. Johnson, “Adapting to

Change?” DiversityInc, August/September 2004, 27–34; “Tiger Tries to Close Book on ‘Lynch’ Comment,” January 21, 2008, downloaded at

www.msnbc.msn.com/id/22771039/ .

Carmen Jones founded Solutions Marketing Group ( www.disability–

marketing.com ) to help mainstream businesses serve people with

disabilities—a group with roughly $1 trillion in spending power.

Source: “Taking the ‘Dis’ Out of Disability,” Black Enterprise, March 2002, 102.

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Module 3 Communicating Across Cultures 51

As stated earlier in this module, people are individuals as much as they are members of

groups, and for many Millennials, Gen-Xers, and Baby Boomers, intergenerational con-

flicts are nonexistent. If you do sense tension, be flexible and think about the situation

from the other person’s point of view (▶▶ Module 6 BCS Box, p. 97). That’s good advice for any generation.

How can I make my documents bias-free? LO 3-6

▶ Start by using nonsexist, nonracist, and nonagist language.

Bias-free language is language that does not discriminate against people on the basis of sex, physical condition, race, age, or any other category. Bias-free language is fair and

friendly; it complies with the law. It includes all readers; it helps to sustain goodwill. When

you produce newsletters or other documents with photos and illustrations, choose a sam-

pling of the whole population, not just part of it.

Making Language Nonsexist

Nonsexist language treats both sexes neutrally. Check to be sure your writing is free from sexism in four areas: words and phrases, job titles, pronouns, and courtesy titles. Courtesy

titles are discussed in Module 9 on format. Words and phrases, job titles, and pronouns are

discussed in this module.

Words and Phrases

If you find any of the terms in the first column in Figure 3.6 in your writing or your com-

pany’s documents, replace them with terms from the second column.

Not every word containing man is sexist. For example, manager is not sexist. The word comes from the Latin manus, meaning hand; it has nothing to do with maleness.

Avoid terms that assume that everyone is married or is heterosexual.

Biased: You and your husband or wife are cordially invited to the dinner.

Better: You and your guest are cordially invited to the dinner.

Figure 3.6 Getting Rid of Sexist Terms and Phrases

Instead of Use Because

The girl at the front

desk

The woman’s name or

job title: “Ms. Browning,”

“Rosa,” “the receptionist”

Call female employees women just as you

call male employees men. When you talk

about a specific woman, use her name, just

as you use a man’s name to talk about a

specific man.

The ladies on our

staff

The women on our staff Use parallel terms for males and females.

Therefore, use ladies only if you refer to

the males on your staff as gentlemen. Few

businesses do, since social distinctions are

rarely at issue.

Manpower

Manhours

Manning

Personnel

Hours or worker hours

Staffing

The power in business today comes

from both women and men. If you have

to correspond with the U.S. Department

of Labor’s Division of Manpower

Administration, you are stuck with the term.

When you talk about other organizations,

however, use nonsexist alternatives.

Managers and

their wives

Managers and their

guests

Managers may be female; not everyone is

married.

Nike’s commemorative

Olympic T-shirt, emblazoned

with “Gold Digging” and made

available only to women, was

rebuked for sexism.

Source: Ryan Wooley, “Is Nike Being Sexist with ‘Gold Digging’

TShirt?” CBS Detroit 62, August

16, 2012, http://detroit.cbslocal.

com/2012/08/16/is-nike-being-

sexist-with-theselling-of-this-

olympic-shirt/ .

Instant Replay

The successful international

communicator is

• Aware that his or her

preferred values and

behaviors are influenced

by culture and are not

necessarily “right.”

• Flexible and open to change.

• Sensitive to verbal and

nonverbal behavior.

• Aware of the values, beliefs,

and practices in other cultures.

• Sensitive to differences among

individuals within a culture.

I R

The successfu

In 2007, women earned 166

associate’s degrees and 135

bachelor’s degrees for every

100 earned by men, according

to the U.S. Department of

Education. That factor helps

suggest why men were

harder hit by the recession

that followed than women. A

study by New Zealand–based

researcher James Flynn also

revealed that women now score

higher on IQ tests than men.

Source: M. P. McQueen, “Better Education Shields Women from

Worst of Job Cuts,” The Wall Street

Journal, February 12, 2010, http://

(continued)

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52 Unit One Building Blocks for Effective Messages

Job Titles

Use neutral titles which do not imply that a job is held only by men or only by women.

Many job titles are already neutral: accountant, banker, doctor, engineer, inspector, man- ager, nurse, pilot, secretary, technician , to name a few. Other titles reflect gender stereo- types and need to be changed.

Pronouns

When you write about a specific person, use the appropriate gender pronouns:

In his speech, John Jones said that . . .

In her speech, Judy Jones said that . . .

When you are not writing about a specific person, but about anyone who may be in a

given job or position, traditional gender pronouns are sexist.

Sexist: a. Each supervisor must certify that the time sheet for his department is correct.

Sexist: b. When the nurse fills out the accident report form, she should send one copy to the

Central Division Office.

Business writing uses four ways to eliminate sexist generic pronouns: use plurals, use

second-person you, revise the sentence to omit the pronoun, and use pronoun pairs. When- ever you have a choice of two or more ways to make a phrase or sentence nonsexist,

choose the alternative that is the smoothest and least conspicuous.

The following examples use these methods to revise sentences.

1. Use plural nouns and pronouns.

Nonsexist: a. Supervisors must certify that the time sheets for their departments are

correct.

Note: When you use plural nouns and pronouns, other words in the sentence may need to

be made plural too. In the previous example, plural supervisors have plural time sheets and

departments.

Avoid mixing singular nouns and plural pronouns.

Nonsexist but a. Each supervisor must certify that the time sheet

lacks agreement: for their department is correct.

Because supervisor is singular, it is incorrect to use the plural they to refer to it. The result- ing lack of agreement is becoming acceptable orally but is not yet acceptable to many

readers in writing. Instead, use one of the four grammatically correct ways to make the

sentence nonsexist.

2. Use you.

Nonsexist: a. You must certify that the time sheet for your department is correct.

Nonsexist: b. When you fill out an accident report form, send one copy to the

Central Division Office.

You is particularly good for instructions and statements of the responsibilities of some- one in a given position. Using you as the understood subject also shortens sentences, because you write “Send one copy” instead of “You should send one copy.” It also makes

your writing more direct.

Instead of Use Businessman A specific title: executive, accountant, department head, owner of

a small business, men and women in business, businessperson Chairman Chair, chairperson, moderator Foreman Supervisor (from Job Title Revisions) Salesman Salesperson, sales representative Waitress Server Woman lawyer Lawyer Workman Worker, employee. Or use a specific title: crane operator, brick-

layer, etc.

While the U.S. population

has always been diverse,

sensitivity to many groups still

lags. Vodka maker Belvedere

unveiled an ad featuring a

terrified woman trying to get

away from a grinning man

and the tagline “Unlike some

people, Belvedere goes

down smoothly,” apparently

making light of both rape and

misogyny. A viral campaign for

the Lung Cancer Alliance—

using posters with such

statements as “Hipsters

Deserve to Die” and “Crazy Old

Aunts Deserve to Die”—raised

ire, as some viewed the ads

as offensive rather than ironic.

Snackfood company Popchips

produced a campaign that

featured Ashton Kutcher

appearing in “brown face” as a

man of Asian Indian descent,

much to the chagrin of many

people who saw it.

Sources: Jared T. Miller, “Belvedere Vodka Retracts Offensive Ad,

Flubs Apology,” Time, March

25, 2012, Read more: http://

newsfeed.time.com/2012/03/25/

belvedere-vodka-retracts-offensive-

adflubs-apology/#ixzz20dPB12J6 ;

Marissa Bailey, “Offensive or

Thought-Provoking? ‘Deserve

to Die’ Ads Are Turning Heads,”

CBS Channel 2 News, June 25,

2012, http://chicago.cbslocal

.com/2012/06/25/offensive-or-

thought-provoking-deserve-to

die-ads-are-turning-heads/ ; and

Camille Mann, “Ashton Kutcher’s

Popchip Ads Pulled After Called

Racist,” CBS News, May 3, 2012,

http://www.cbsnews.com/8301-

31749_162-57426873-10391698/

ashton-kutchers-popchipads-

pulled-after-called-racist/ .

online.wsj.com/article/SB1000142

40527487033890045750337624

82114190.html ; and Carrie Gann,

“Women Beat Men on IQ Tests for

First Time,” ABC News, July 16,

2012, http://abcnews.go.com/

blogs/health/2012/07/16/women-

beat-menon-iq-tests-for-first-time/ .

(continued)

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Module 3 Communicating Across Cultures 53

3. Substitute an article ( a, an, or the ) for the pronoun, or revise the sentence so that the pronoun is unnecessary.

Nonsexist: a. The supervisor must certify that the time sheet for the department

is correct.

Nonsexist: b. The nurse will

1. Fill out the accident report form.

2. Send one copy of the form to the Central Division Office.

4. When you must focus on the action of an individual, use pronoun pairs.

Nonsexist: a. The supervisor must certify that the time sheet for his or her

department is correct.

Nonsexist: b. When the nurse fills out the accident report form, he or she should

send one copy to the Central Division Office.

Making Language Nonracist and Nonagist

Language is nonracist and nonagist when it treats all races and ages fairly, avoiding nega- tive stereotypes of any group. Use these guidelines to check for bias in documents you

write or edit:

• Give someone’s race or age only if it is relevant to your story. When you do mention these characteristics, give them for everyone in your story—not just the non-Caucasian,

non-young-to-middle-aged adults you mention.

• Refer to a group by the term it prefers. As preferences change, change your usage. Sixty years ago, Negro was preferred as a more dignified term than colored for African Americans. As times changed, black and African American replaced it. Surveys in the mid-1990s showed that almost half of blacks aged 40 and older preferred black, but those 18 to 39 preferred African American. 48

Oriental has been replaced by Asian. The term Latino is the most acceptable group term to refer to Mexican Americans,

Cuban Americans, Puerto Ricans, Dominicans, Brazilians, and other people with Central

and Latin American backgrounds. ( Latina is the term for an individual woman.) Better still is to refer to the precise group. The differences among various Latino groups are at least as

great as the differences among Italian Americans, Irish Americans, Armenian Americans,

and others descended from various European groups.

Native American is often preferred to American Indian, but many native people simply want to be known as the people they are—the Modoc Tribe of Oklahoma, for example, or

the Cheyenne River Sioux Tribe.

Some native people in Alaska accept the term Eskimo, but others prefer native terms such as Inuit, which means the people. First Nation people in Canada prefer the term Inuit.

Older people and mature customers are more generally accepted terms than senior citi- zens or golden agers. • Avoid terms that suggest that competent people are unusual. The statement “She is

an intelligent black woman” suggests that the writer expects most black women to be

stupid. “He is an asset to his race” suggests that excellence in the race is rare. “He is a

spry 70-year-old” suggests that the writer is amazed that anyone that age can still move.

Talking about People with Disabilities and Diseases

A disability is a physical, mental, sensory, or emotional impairment that interferes with

the major tasks of daily living. According to the U.S. Census Bureau, 21% of Ameri-

cans currently have a disability; the number of people with disabilities will rise as the

population ages. 49

• People-first language focuses on the person, not the condition. Use it instead of traditional adjectives used as nouns which imply that the condition defines the person.

Baby Boomers—arguably the

wealthiest generation in U.S.

history—are quickly becoming

the targets of con artists seeking

to steal their life’s savings.

With more than 76 million

Baby Boomers approaching

retirement age, the potential for

ill-gotten gains is high. In 2010,

more than 1,200 enforcement

actions were brought by states

against investment hucksters,

double the number for 2009.

Source: Lucy Lazarony, “Baby Boomers: Con Artists Are Targeting

You,” Fox News, July 20, 2012,

http://www.foxbusiness.com/

personalfinance/2012/07/20/baby-

boomers-conartists-are-targeting/.

Recent events show that even

in the face of rapidly changing

U.S. demographics, some

industries are slow to catch

on. Television, long criticized

for a lack of racial diversity in its

programming, particularly among

lead characters, continues to

draw fire. In 2011, Fox Sports

cancelled The College Experiment

after backlash over a segment

mocking Asians, and the critically

acclaimed HBO series Girls is

among programs nonetheless

questioned for a lack of diversity.

Asks Entertainment Weekly’s

Mark Harris, “When will minorities

get not just a presence but a

voice?” Wise communicators

in any industry realize that

demeaning or ignoring audiences

is a poor substitute for inclusion.

Sources: “Fox Sports Cancels Show After Airing Segment

Mocking Asian Students,”

September 8, 2011, http://www.

hollywoodreporter.com/news/fox-

sports-cancels-show-airing-232955 ;

and Mark Harris, “TV’s Diversity

Dilemma,” May 4, 2012, http://

popwatch.ew.com/2012/05/04/

mark-harris-tvs-diversity-dilemma/ .

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54 Unit One Building Blocks for Effective Messages

Instead of Use Because

The mentally People with mental retardation The condition does

retarded (Some audiences prefer terms not define the person

like “people with intellectual or his or her potential.

disbilities” or “people with

developmental disabilities.”)

The blind People with vision impairments

Cancer patients People being treated for cancer

• Avoid negative terms, unless the audience prefers them. You-attitude takes precedence over positive emphasis: Use the term a group prefers. People who lost their

hearing as infants, children, or young adults often prefer to be called deaf, or Deaf in recognition of Deafness as a culture. But people who lose their hearing as older adults

often prefer to be called hard of hearing, even when their hearing loss is just as great as someone who identifies as part of deaf culture.

Just as people in a single ethnic group may prefer different labels based on generational or

cultural divides, so differences exist within the disability community. Using the right term

requires keeping up with changing preferences. If your target audience is smaller than the

whole group, use the term preferred by that audience, even if the group as a whole prefers

another term.

Some negative terms, however, are never appropriate. Negative terms such as afflicted, suffering from, and struck down also suggest an outdated view of any illness as a sign of divine punishment.

Choosing Bias-Free Photos and Illustrations

When you produce a document with photographs or illustrations, check the visuals for

possible bias. Do they show people of both sexes and all races? Is there a sprinkling of

various kinds of people (younger and older, people using wheelchairs, etc.)? It’s OK to

have individual pictures that have just one sex or one race; the photos as a whole do not

need to show exactly 50% men and 50% women. But the general impression should sug-

gest that diversity is welcome and normal.

Check relationships and authority figures as well as numbers. If all the men appear in

business suits and the women in maids’ uniforms, the pictures are sexist even if an equal

number of men and women are pictured. If the only blacks and Latinos pictured are factory

workers, the photos support racism even when an equal number of people from each race

are shown.

In the late 1990s, as Marilyn Dyrud has shown, only 22% of the images of humans in

standard clip art files were women, and most of those showed women in traditional roles.

An even smaller percent pictured members of minority groups. 50

Don’t use biased clip

art or stock photos: create your own bias-free illustrations. Be mindful that quick techni-

cal solutions may create other problems. A photo published on Microsoft’s U.S. website

showed two men, one Asian and one black. But on the website of a European affiliate,

the black man’s head was replaced with that of a white man (though his hand remained

unchanged). After criticism for altering the man’s race, the company apologized. 51

McDonald’s Japan created

controversy with its popular

“Mr. James” character. The

blond, doughy expatriate from

Ohio extols his generosity

on the Japanese by sharing

McDonald’s food and

merchandise with passers-by,

all while speaking mangled

Japanese and smiling from

behind clunky spectacles.

Some see the figure as a

stereotype of Caucasian

foreigners in Japan, while

others find him a “cute and

unthreatening” American.

Source: Coco Masters, “Not Everyone Is Lovin’ Japan’s

New McDonald’s Mascot,”

Time, August 25, 2009, http://

www.time.com/time/world/

article/0,8599,1918246,00.html .

Instant Replay

To eliminate sexist pronouns,

1. Use plurals.

2. Use second-person you.

3. Revise the sentence to omit

the pronoun.

4. Use pronoun pairs.

I R

To eliminate se

Summary of Learning Objectives

• Culture provides patterns of acceptable behavior and beliefs. (LO 3-1)

• In high-context cultures, most of the information is inferred from the context of a message; little is explicitly conveyed. In

low-context cultures, context is less important; most informa- tion is explicitly spelled out. (LO 3-1)

• Nonverbal signals can be misinterpreted just as easily as can

verbal symbols (words). (LO 3-2) • No gesture has a universal meaning across all cultures. Gestures

that signify approval in North America may be insults in other

countries, and vice versa. (LO 3-2)

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Module 3 Communicating Across Cultures 55

• Personal space is the distance someone wants between him- self or herself and other people in ordinary, nonintimate inter-

changes. (LO 3-2) • North Americans who believe that “time is money” are often

frustrated in negotiations with people who want to establish a

personal relationship before they decide whether to do business

with each other or who measure time in 15- or 30-minute incre-

ments rather than the 5-minute intervals North Americans are

used to. (LO 3-2) • Monochronic cultures treat time as a resource. The United

States is classified as monochronic. Polychronic cultures emphasize relationships. (LO 3-2)

• Conversational style denotes our conversational patterns and the way we show interest, politeness, appropriateness. (LO 3-2)

• The successful intercultural communicator is (LO 3-3) • Aware that his or her preferred values and behaviors are

influenced by culture and are not necessarily “right.”

• Flexible and open to change.

• Sensitive to verbal and nonverbal behavior.

• Aware of the values, beliefs, and practices in other cultures.

• Sensitive to differences among individuals within a culture.

• Generational differences may affect perceptions in the work-

place. Use empathy and see other points of view to adapt.

(LO 3-4) • When dealing with discrimination, review your options care-

fully—consider that not everything may be discrimination,

decide on a strategy, chart your own path, and take the high

road. (LO 3-5) • Traditional pronouns are sexist when they refer to a class of

people, not to specific individuals. Four ways to make the sen-

tence nonsexist are to use plurals, to use you, to revise the sen- tence to omit the pronoun, and to use pronoun pairs. (LO 3-6)

• Bias-free language is fair and friendly; it complies with the law.

It includes all readers; it helps to sustain goodwill. (LO 3-6)

Assignments for Module 3

3.1 What sources create diversity in the workplace? (LO 3-1 to LO 3-4)

3.2 What is intercultural competence? (LO 3-1 to LO 3-4)

3.3 What four methods make a sentence nonsexist? (LO 3-6)

Questions for Comprehension

3.4 What other cultures are you most likely to work with? How could you learn about those cultures? (LO 3-1 to LO 3-4)

3.5 You can’t possibly learn what every symbol means in every culture. How can you avoid offending the people you work

with? (LO 3-1 to LO 3-5)

3.6 Suppose you have an audience that is sexist, racist, or prej- udiced in some other way. To what extent, if any, should

you adapt to this aspect of your audience? (LO 3-6)

3.7 It’s sexist to always put the male pronoun first in pronoun pairs (e.g., he/she rather than she/he or s/he ). Why do the authors of this book recommend that method? Which

method do you prefer? (LO 3-6)

Questions for Critical Thinking

3.8 Planning an International Trip (LO 3-1 to LO 3-3)

Assume that you’re going to the capital city of another

country on business two months from now. (You pick the

country.) Use a search engine to find out

• What holidays will be celebrated in that month.

• What the climate will be.

• What current events are in the news.

• What key features of business etiquette you should know.

• What kinds of gifts you should bring to your hosts.

• What sightseeing you should try to include.

As Your Instructor Directs, a. Write a memo to your instructor reporting the informa-

tion you found.

b. Post a message to the class analyzing the pages. Include

the URLs as hotlinks.

c. Make an oral presentation to the class.

d. Join with a small group of students to create a group

report on several countries in a region.

e. Make a group oral presentation to the class.

Exercises and Problems

You’ve drafted instructions for a product that will be sold in

South Korea. Before the text is translated, you want to find out if

the pictures will be clear. So you send an e-mail to your Korean

counterpart, Jang Kyu Yi, asking for a response within a week.

Note, in Korean culture, last names usually go first, as

in Yi Jang Kyu.

Write an e-mail message; assume you will send the pic-

tures as an attachment.

3.9 Sending a Draft to South Korea (LO 3-1 to LO 3-3)

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56 Unit One Building Blocks for Effective Messages

Use one or more of the following ways to get information

about a country. Information you might focus on could

include

• Business opportunities

• History and geography

• Principal exports and imports

• Dominant religions

• Holidays

• School system

• Political system

1. Write to the U.S. & Foreign Commercial Service Office

in your district. (Your instructor has the addresses in the

Instructor’s Manual. )

2. Check the country’s trade office, if there is one in your city.

3. Interview someone from that country or someone who

has lived there.

4. Read published materials about the country.

As Your Instructor Directs, a. Share your findings orally with a small group of

students.

b. Summarize your findings in a memo to your instructor.

c. Present your findings to the class.

d. E-mail your findings to the class.

e. Join with a group of classmates to write a group report

on the country.

3.10 Requesting Information about a Country (LO 3-1 to LO 3-3)

Create a web page for managers who must communicate

across cultures.

Assume that this page can be accessed from the organi-

zation’s intranet. Offer at least seven links. (More is better.)

You may offer information as well as links to other pages

with information. At the top of the page, offer an overview

of what the page covers. At the bottom of the page, put the

creation/update date and your name and e-mail address.

As Your Instructor Directs, a. Turn in two laser copies of your page(s). On another

page, give the URLs for each link.

b. Turn in one laser copy of your page(s) and a disk with

the HTML code and .gif files.

c. Write a memo to your instructor

(1) identifying the audience for which the page is

designed and explaining (2) the search strategies you

used to find material on this topic, (3) why you chose

the pages and information you’ve included, and (4) why

you chose the layout and graphics you’ve used.

d. Post your memo in an e-mail message to the class.

e. Present your page orally to the class.

Hints:

• Limit your page to just one culture or country.

• Try to cover as many topics as possible: history, politics,

notable people, arts, conversational style, customs, and

so forth. For a culture in another country, also include

money, living accommodations, geography, transport,

weather, business practices, and so forth.

• Chunk your links into small groups under headings.

• See ▶▶ Module 5 on web page design.

3.11 Creating a Web Page (LO 3-1 to LO 3-3, LO 3-5)

In each of the following situations, identify one or

more ways that cultural differences may be leading to

miscommunication.

1. Alan is a U.S. sales representative in Mexico. He makes

appointments and is careful to be on time. But the person

he’s calling on is frequently late. To save time, Alan tries

to get right to business. But his hosts want to talk about

sightseeing and his family. Even worse, his appoint-

ments are interrupted constantly, not only by business

phone calls, but also by long conversations with other

people and even the customers’ children who come into

the office. Alan’s first progress report is very negative.

He hasn’t yet made a sale. Perhaps Mexico just isn’t the

right place to sell his company’s products.

2. Clark travels to Switzerland to set up the European

branch office of his company. Because he is unfamiliar

with the local transportation, he has been late several

times to meetings with public officials who can expe-

dite getting the proper permits and licenses. He’s also

had to cancel one meeting. Now, when he tries to make

appointments, he is told nothing is available for weeks.

3. Stan wants to negotiate a joint venture with a Chinese com-

pany. He asks Tung-Sen Lee if the Chinese people have

enough discretionary income to afford his product. Mr. Lee

is silent for a time, and then says, “Your product is good.

People in the West must like it.” Stan smiles, pleased that

Mr. Lee recognizes the quality of his product, and he gives

Mr. Lee a contract to sign. Weeks later, Stan still hasn’t

heard anything. If China is going to be so inefficient, he

wonders if he really should try to do business there.

4. Elspeth is very proud of her participatory management

style. On assignment in India, she is careful not to give

orders and instead asks for suggestions. But people rarely

suggest anything. Even a formal suggestion system

doesn’t work. And to make matters worse, she doesn’t

sense the respect and camaraderie of the plant she man-

aged in the United States. Perhaps, she decides gloomily,

people in India just aren’t ready for a woman boss.

3.12 Identifying Sources of Miscommunication (LO 3-1 to LO 3-4)

Three days ago, one of your subordinates forwarded to

everyone in the office a bit of e-mail humor he’d received

from a friend. Titled “You know you’re Southern when

. . .,” the message poked fun at Southern speech, attitudes,

and lifestyles. Today you get this message from your

subordinate:

3.13 Advising a Hasty Subordinate (LO 3-4, LO 3-5)

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Module 3 Communicating Across Cultures 57

Answer the message.

3.14 Responding to a Complaint (LO 3-4 to LO 3-6)

Subject: Should I Apologize?

I’m getting flamed left and right because of the Southern message. I thought it was funny, but some

people just can’t take a joke. So far I’ve tried not to respond to the flames, figuring that would just make

things worse. But now I’m wondering if I should apologize. What do you think?

Subject: Complaint about Sexist Language

The article about the “Help Desk” says that Martina Luna and I “are the key customer service

representatives ‘manning’ the desk.” I don’t MAN anything! I WORK.

Subject: Photos in the Employee Newsletter

Please tell me what to do about photos in the monthly employee newsletter. I’m concerned that almost no

single issue represents the diversity of employees we have here.

As you know, our layout allows two visuals each month. One of those is always the employee of the

month (EM). In the last year, most of those have been male and all but two have been white. What makes

it worse is that people want photos that make them look good. You may remember that Ron Olmos was

the EM two months ago; in the photo he wanted me to use, you can’t tell that he’s in a wheelchair. Often

the EM is the only photo; the other visual is often a graph of sales or something relating to quality.

Even if the second visual is another photo, it may not look balanced in terms of gender and race. After

all, 62% of our employees are men, and 78% are white. Should the pictures try to represent those

percentages? The leadership positions (both in management and in the union) are even more heavily male

and white. Should we run pictures of people doing important things, and risk continuing the imbalance?

I guess I could use more visuals, but then there wouldn’t be room for as many stories—and people really

like to see their names in print. Plus, giving people information about company activities and sales is

important to maintaining goodwill. A bigger newsletter would be one way to have more visuals and keep

the content, but with the cost-cutting measures we’re under, that doesn’t look likely.

What should I do?

You’re Director of Corporate Communications; the

employee newsletter is produced by your office. Today you

get this e-mail message from Caroline Huber:

Respond to Caroline. And send a message to your staff,

reminding them to edit newsletter stories as well as external

documents to replace biased language.

You’ve just been named Vice President for Diversity, the

first person in your organization to hold this position.

Today, you receive this memo from Sheila Lathan, who

edits the employee newsletter.

3.15 Answering an Inquiry about Photos (LO 3-5)

As Your Instructor Directs, a. Work in a small group with other students to come up

with a recommendation for Sheila.

b. Write a memo responding to her.

c. Write an article for the employee newsletter about the

photo policy you recommend and how it relates to the

company’s concern for diversity.

3.16 Revising Sexist Job Titles (LO 3-6)

barmaid

chairwoman

deliveryman

female soldier

Suggest nonsexist alternatives for the following: fireman

lady lawyer

lunch lady

male model

ombudsman

policeman

postman

stuntman

Explain the source of bias in each of the following and

revise to remove the bias.

1. While he is a victim of muscular dystrophy, Salvatore is

one of our top salesmen.

2. Make sure the young men you hire are married because

we are looking for wholesome, responsible employees.

3. Though she was born and raised in the south, Terri is sur-

prisingly open-minded about people of different races.

3.17 Eliminating Biased Language (LO 3-6)

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58 Unit One Building Blocks for Effective Messages

4. We’ll be showing a video at the conference, but Salva-

tore, who is blind, probably will have little interest in it.

5. Sam Madigan

Ark Industries

5112 Grosvenor Boulevard

Los Angeles, CA 90066

Dear Mr. Madigan:

6. While she was probably admitted because she is a

woman and a minority, Kendra nonetheless graduated at

the top of her engineering class that year.

7. Though Xian doesn’t look like he was born in this coun-

try, he speaks English better than anyone else I know.

8. We want to provide a quiet space for religious mem-

bers of the community to reflect, but Jews and Muslims

can use the space, too.

9. Make sure you seat the entire team, including the

minorities, Atik, Curtis, and Brianna, at the center table

during this year’s “Celebration of Diversity” dinner.

10. You certainly can’t go wrong with Joanne—the old girl

has more enthusiasm than employees half her age.

Idioms are phrases that have specific meanings different from the

meanings for each individual word.

Idiom Meaning Cut to the chase Express your main point

immediately.

Read between the lines Look for a hidden message.

Like idioms, slang changes the definitions of words. Bad, a word that is negative, becomes positive when used in slang to

denote something good or desirable. Dictionaries often are slow to

adapt to slang, which changes constantly.

You need to understand a culture to make sense of its idioms.

Because idioms usually violate the rules of standard edited English,

they are particularly troublesome for people new to the language.

To learn idioms,

1. Study native speakers in person and on television. When pos-

sible, ask native speakers what unfamiliar words and phrases

mean.

2. Underline unfamiliar passages in newspapers and magazines.

Ask a friend or your instructor to explain their meaning.

3. Practice what you learn with a conversation partner.

Exercises

What do these 10 common idiomatic phrases mean literally? What

do they mean in business?

1. Tighten our belts.

2. Close out the books.

3. Get off the ground.

4. Take stock of the situation.

5. Carry the day

6. Have the floor.

7. Crunch the numbers.

8. Keep your nose to the grindstone.

9. Pick over the bones.

10. Incentivize your customers.

Check your answers to the odd-numbered exercises at the back of the book.

Using Idioms

Polishing Your Prose

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59

S killed performances look easy and effortless. In reality, as every dancer, musician, or athlete

knows, they’re the product of hard work, hours of practice, attention to detail, and intense con-

centration. Like all skilled performances, writing rests on a base of work.

The pace at which writers compose has increased. While memos and letters are still standard busi-

ness documents, e-mail messages are commonplace, and increasingly, people use social media at

work. The pressure may be to dash off messages as quickly as possible, but a better strategy is to

send messages as quickly as necessary, with the appropriate amount of planning, writing, and revis-

ing. Practicing the techniques in this module until they become second nature will help you compose

messages efficiently and successfully.

LO 4-1 Apply processes for writing quality improvement.

LO 4-2 Manage time for writing projects.

LO 4-3 Plan writing and speaking projects for increased success.

LO 4-4 Apply strategies for revision.

LO 4-5 Support writing with grammar and spell-checkers.

LO 4-6 Apply strategies for feedback and revision with it.

LO 4-7 Apply strategies for form letter use.

LO 4-8 Apply strategies for writer’s block and procrastination solutions.

Module 4 shows the value of using a multistep approach to create the best documents. After com-

pleting the module, you should be able to

LEARNING OBJECTIVES

Planning, Writing, and Revising 4

Module

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60 Unit One Building Blocks for Effective Messages

Planning, writing, and revising include the following activities:

Planning

• Analyzing the problem, defining your purposes, and analyzing the audience; thinking

of information, benefits, and objections; choosing a pattern of organization or making

an outline; and so on.

• Gathering the information you need—from the message you’re answering, a person, a

book, or the web.

Writing

• Putting words on paper or on a screen. Writing can be lists, fragmentary notes, stream-

of-consciousness writing, or a formal draft.

Revising

• Evaluating your work and measuring it against your goals and the requirements of

the situation and audience. The best evaluation results from re-seeing your draft as if someone else had written it. Will your audience understand it? Is it complete?

Convincing? Friendly?

• Getting feedback from someone else. Is your pattern of organization appropriate? Does

a revision solve an earlier problem? Are there any typos in the final copy?

• Adding, deleting, substituting, or rearranging. Revision can be changes in single words

or in large sections of a document.

• Editing the draft to see that it satisfies the requirements of standard English. Here you’d

correct spelling and mechanical errors and check word choice and format. Unlike revision,

which can produce major changes in meaning, editing focuses on the surface of writing.

• Proofreading the final copy to see that it’s free from typographical errors.

Note the following points about these activities:

• The activities do not have to come in this order. Some people may gather information after writing a draft when they see that they need more specifics to achieve their purposes.

• You do not have to finish one activity to start another. Some writers plan a short section and write it, plan the next short section and write it, and so on throughout the

document. Evaluating what is already written may cause a writer to do more planning

or to change the original plan.

• You may do an activity several times, not just once. For an important document, you might get feedback, revise, get more feedback, revise yet again, and so on.

• Most writers do not use all activities for all the documents they write. You’ll use more activities when you write a new kind of document, about a new subject, or to a

new audience.

Does it matter what process I use? LO 4-1

▶ Using expert processes will improve your writing.

Just as athletes can improve their game by studying videotapes and working on just how

they kick a ball or spin during a jump, so writers can improve their writing by studying

their own processes. No single writing process works for all writers all of the time. How-

ever, expert writers seem to use different processes than novice writers. 1 Expert writers are

more likely to

What constitutes revision—and

when it’s acceptable—depends

on many factors, including

audience expectations. For

instance, Broadway producers

found themselves facing

criticism when revising the

George Gershwin classic

Porgy and Bess, which was

“reimagined” for contemporary

audiences. Revising history

texts can elicit similar results,

and even the term can create

arguments as some people

argue it’s really about being

more inclusive. Said author

Kenneth C. Davis, “In school,

we focus on the ‘important

people’ and Founding Fathers,

but what that ‘great man

version’ of history does is really

leave out an awful lot of people

who have tremendous impact.”

Sources: Anthony Tommasini, “Adapting, Revising, Provoking,”

The New York Times, March

9, 2012, http://www.nytimes.

com/2012/03/11/arts/music/

some-ground-rules-for-

revising-operas-and-musicals.

html?pagewanted 5 all ; and Ashley

Strickland, “Revising History to

Show America’s ‘Secret Heroes,’”

CNN, April 17, 2012, http://www.

cnn.com/2012/04/17/living/secret-

american-heroes/index.html .

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Module 4 Planning, Writing, and Revising 61

A 15-year-old in Japan sold

110,000 paper copies of the

three-volume novel, Wolf Boy

x Natural Girl, she composed

on her cell phone. Keitai, the

name for the genre, allows

writers to publish manuscript

pages on a website as soon

as they are finished. Popular

novels are later printed and

sold, in this case grossing

more than $611,000.

Source: Yuriko Nagano, “For Japan’s Cell Phone Novelists, Proof

of Success is in the Print,” The

LosAngeles Times, February 9,

2010,http://www.latimes.com/

news/nation-and-world/la-fg-

japanphone-novel9-2010feb

09,0,116266. story?track 5 rss.

• Realize that the first draft can be revised.

• Write regularly.

• Break big jobs into small chunks.

• Have clear goals focusing on purpose and audience.

• Have several different strategies to choose from.

• Use rules flexibly.

• Wait to edit until after the draft is complete.

Research shows that experts differ from novices in identifying and analyzing the

initial problem more effectively, understanding the task more broadly and deeply,

drawing from a wider repertoire of strategies, and seeing patterns more clearly.

Experts actually composed more slowly than novices, perhaps because they rarely

settled for work that was just “OK.” Finally, experts were better at evaluating their

own work. 2

Thinking about the writing process and consciously adopting “expert” processes will

help you become a better writer.

I don’t have much time. How should I use it? LO 4-2

▶ Save two-thirds of your time for planning and revising.

To get the best results from the time you have, spend only a third of your time actually

“writing.” Spend at least one-third of your time analyzing the situation and your audience,

gathering information, and organizing what you have to say. Spend another third evalu-

ating what you’ve said, revising the draft(s) to meet your purposes and the needs of the

audience and the organization, editing a late draft to remove any errors in grammar and

mechanics, and proofreading the final typed copy.

When you first get an assignment, think about all the steps you’ll need to go through so

you can plan your time for that project. Certainly two writers might need different amounts

of time to produce the same quality document. Figure 4.1 shows how a writer might use six

hours needed to plan, write, and revise a memo.

Proofread carefully to communicate a clear message and to protect your credibility.

Copyright © Aaron Bacall/The New Yorker Collection,

www.cartoonbank.com .

Site to See

Go to

www.ucc.vt.edu/stdysk/ tminteractive.html

Use this calculator from Virginia

Polytechnic Institute and State

University to see how much

time you have for schoolwork

weekly. Then see how much

of that time you can spend

planning, writing, and revising.

Go to

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62 Unit One Building Blocks for Effective Messages

What planning should I do before I begin writing or speaking? LO 4-3

▶ As much as you can!

Spend at least one-third of your time planning and organizing before you begin to

write. The better your ideas are when you start, the fewer drafts you’ll need to produce

a good document. Start by using the analysis questions from Module 1 to identify

purpose and audience. Use the strategies described in Module 2 to analyze audience

and in Module 8 to develop reader benefits. Gather information you can use for your

document.

If ideas won’t come, try the following techniques.

• Brainstorm . Think of all the ideas you can, without judging them. Consciously try to get at least a dozen different ideas before you stop. The first idea you have may not be

the best.

• Freewrite . 3 Make yourself write, without stopping, for 10 minutes or so, even if you must write “I will think of something soon.” At the end of 10 minutes, read what you’ve

written and identify the best point in the draft. Get a clean paper or screen and write for

another 10 uninterrupted minutes. Read this draft, marking anything that’s good and

should be kept, and then write again for another 10 minutes. By the third session, you

will probably produce several sections that are worth keeping—maybe even a complete

draft that’s ready to be revised.

• Cluster . 4 Write your topic in the middle of the page and circle it. Write down the ideas the topic suggests, circling them, too. (The circles are designed to tap into the nonlinear

half of your brain.) When you’ve filled the page, look for patterns or repeated ideas.

Use different colored pens to group related ideas. Then use these ideas to develop

reader benefits in a memo, questions for a survey, or content for the body of a report.

Figure 4.2 presents the clusters that one writer created about business communication in

the United States and France.

• Talk to your audiences. As Rachel Spilka’s research shows, talking to internal and external audiences helped writers involve readers in the planning process,

Figure 4.1 Allocating Time in Writing a Memo Total time: 6 hours

Planning

Understand the policy.

Answer the PAIBOC questions (◀◀ Module 1). Think about document design (▶▶ Module 5). Organize the message.

1.5 hours

Writing

Create a draft.

1.5 hours

Revising

Reread draft. 3.0 hours

Measure draft against PAIBOC questions and against principles of business communication.

Revise draft.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Initial memo.

Duplicate and distribute document.

The habits of professional

writers are as diverse as the

prose they create. When

composing Interview with the

Vampire, Anne Rice revised

each typed page before

she wrote the next. Michael

Ondaatje, whose The English

Patient won the Booker

Prize, literally cuts and pastes

handwritten passages. While

drafting Lowboy, John Wray

rode subways with a laptop,

sometimes six hours a day.

Source: Alexandra Alter, “How to Write a Great Novel,” The Wall

Street Journal, November 13,

2009, W4.

Creative planning can lead to

creative solutions. Mortgage

Resolution Partners offers

a plan in California that

has local government use

eminent domain to condemn

a distressed home, pay

fair market value for it to

the mortgage owner, and

then help to refinance the

home through the company,

lowering mortgage payments

in hopes of keeping people

in their homes. While the

plan irks some banks and

financial experts, others see

it as potentially useful, even

if they have their doubts. The

University of Missouri’s Randall

Wray, for instance, notes that

because foreclosures are

hampering America’s economic

recovery, “Anything that will

stop that I think is worth

looking at.”

Source: Illyce R. Glink, “Could Seizing a Home Save a

Homeowner?” July 17, 2012,

http://realestate.yahoo.com/news/

could-seizing-a-home-save-a-

homeowner-.html .

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Module 4 Planning, Writing, and Revising 63

understand the social and political relationships among readers, and negotiate

conflicts orally rather than depending solely on the document. These writers were

then able to think about content as well as about organization and style, appeal to

common grounds (such as reducing waste or increasing productivity) that several

readers shared, and reduce the number of revisions needed before documents

were approved. 5

Thinking about the content, layout, or structure of your document can also give you

ideas. For long documents, write out the headings you’ll use. For anything that’s under

five pages, less formal notes will probably work. You may want to jot down ideas you

can use as the basis for a draft. For an oral presentation, a meeting, or a document with

lots of visuals, try creating a storyboard , with a rectangle representing each page or unit. Draw a box with a visual for each main point. Below the box, write a short caption

or label.

Letters and memos will go faster if you choose a basic organizational pattern before you

start. Modules 10, 11, and 12 give detailed patterns of organization for the most common

kinds of letters and memos. You may want to customize those patterns with a planning guide 6 to help you keep the “big picture” in mind as you write. Figure 4.3 shows planning guides developed for specific kinds of documents.

Figure 4.2 Clustering Helps Generate Ideas

Do the French prefer oral or written

communication?

Isn't it hard to get a phone line?

Or is the problem only one for individuals?

Channels

Do they use Fax? E-mail?

Time lag?

Different for job hunting than

for marketing brochure?

Check marketing brochures

Formats for letters

Dates— Different order for month, date

Business Communication U.S.A./France

Time zones

Persuasion

What is persuasive? Look at Layout/white space Headings Organization Content — what's included Kind(s) of evidence Importance of

People Technology Service Price

Handwriting vs.

typing

Language

Style

Culture

Influence of European Common

Market —

Do they see themselves as French or European?

"Franglais"?

Do French people know English well? Do they know U.S. or British English?

Problems translating? Is it better to write and speak in English if my French isn't good?

The letters I've seen from France are stuffy. Is that

considered good? Should I imi- tate that style when writing in

English to a French business person?

How it affects written communication,

meetings, and negotiations

Nonverbal Distance to stand apart

Body language, Handshakes—

theirs is "weaker"

Are reasons for judgment the same? Results (as in U.S.) or something else?

Instant Replay

How Experts Write

Expert writers

• Realize that the first draft

can be revised.

• Write regularly.

• Break big jobs into small

chunks.

• Have clear goals focusing

on purpose and audience.

• Have several different

strategies to choose from.

• Use rules flexibly.

• Wait to edit until after the

draft is complete.

I R

How Experts

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64 Unit One Building Blocks for Effective Messages

What is revision? How do I do it? LO 4-4

▶ Revision means “re-seeing” the document.

Good writers make their drafts better by judicious revising, editing, and proofreading.

• Revising means making changes that will better satisfy your purposes and your audience.

• Editing means making surface-level changes that make the document grammatically correct.

• Proofreading means checking to be sure the document is free from typographical errors.

When you’re writing to a new audience or have to solve a particularly difficult prob-

lem, plan to revise the draft at least three times. The first time, look for content and clar-

ity. The second time, check the organization and layout. Finally, check style and tone,

using the information in Modules 15 and 16. Figure 4.4 summarizes the questions you

should ask.

Often you’ll get the best revision by setting aside your draft, getting a blank page or

screen, and redrafting. This strategy takes advantage of the thinking you did on your first

draft without locking you into the sentences in it.

As you revise, be sure to read the document through from start to finish. This is par-

ticularly important if you’ve composed in several sittings or if you’ve used text from other

documents. Researchers have found that such documents tend to be well organized but

don’t flow well. 7 You may need to add transitions, cut repetitive parts, or change words to

create a uniform level of formality throughout the document.

If you’re really in a time bind, do a light revision (see Figure 4.5 ). The quality of the

final document may not be as high as with a thorough revision, but even a light revision is

better than skipping revision.

Planning guide for a trip report

Planning guide for a proposal

Planning guide for an e-mail message

Planning guide for a credit rejection

• Customer's Concern #1 Our Proposal/Answer

• Customer's Concern #2 Our Proposal/Answer

• Customer's Concern #3 Our Proposal/Answer

• Customer's Concern #4 Our Proposal/Answer

• Ask for Action

• Reason

• Refusal

• Alternative (Layaway/

Co-signer/Provide more information)

• Goodwill Ending

• The Big Picture from the Company's Point of View: We Can Go Forward on the Project

• Criteria/Goals

• What We Did

• Why We Know Enough to Go Forward

• Next Steps

• My Purpose

• Points I Want to Make

• Document(s) to Attach

• Next Steps

Figure 4.3 Customized

Planning Guides for Specific

Documents

Source: E-mail and proposal guides based on Fred Reynolds, “What Adult Work-World Writers Have Taught Me About Adult Work-World Writing,” Professional Writing in Context: Lessons from Teaching and Consulting in Worlds of Work (Hillsdale, NJ: Lawrence Erlbaum Associates, 1995), 18, 20.

Site to See

Go to

www.gcflearnfree.org/ word2010

for tips on using Microsoft

Word when writing and

revising.

Go to

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Module 4 Planning, Writing, and Revising 65

Content and Clarity

h Does your document meet the needs of the organization and of the reader—and make you look good?

h Have you given readers all the information they need to understand and act on your message?

h Is all the information accurate? h Is each sentence clear? Is the message free from apparently contradictory

statements?

h Are generalizations and benefits backed up with adequate supporting detail?

Organization and Layout

h Is the pattern of organization appropriate for your purposes, audience, and situation?

h Are transitions between ideas smooth? Do ideas within paragraphs flow smoothly? h Does the design of the document make it easy for readers to find the information

they need? Is the document visually inviting?

h Are the points emphasized by layout ones that deserve emphasis? h Are the first and last paragraphs effective?

Style and Tone

h Is the message easy to read? h Is the message friendly and free from biased language? h Does the message build goodwill?

Checklist for

Thorough Revision

C t t

CC ff

Figure 4.4 Thorough

Revision Checklist

h Are the first and last paragraphs effective? h Does the design of the document make it easy for readers to find the information

they need?

h Have you told the reader what to do?

Checklist for

Light Revision

h

CC ff

Figure 4.5 Light Revision

Checklist

Can a grammar checker do my editing for me? LO 4-5

▶ No. You have to decide whether to make each change.

Grammar checkers are good at finding missing halves. For example, if you open a

parenthesis and never close it, a grammar checker will note that a second one is needed.

Of course, you have to decide where it goes. In terms of other errors, all a grammar

checker can do is ask you about what you have done. A grammar checker can tell you

that you’ve used a passive verb, and ask if you want to change it. But you have to decide

whether the passive is justified. If it finds the word well, the grammar checker can tell

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66 Unit One Building Blocks for Effective Messages

you that good and well are sometimes confused. But you have to decide which word fits your meaning (▶▶ Module 15). You still need to know the rules so that you can decide which changes to make.

Check to be sure that the following are accurate:

• Sentence structure

• Subject–verb and noun–pronoun agreement

• Punctuation

• Word usage

• Spelling—including spelling of names

• Numbers

You need to know the rules of grammar and punctuation to edit. Module 14 reviews

grammar and punctuation. Module 15 reviews words that are often confused. Most writers

make a small number of errors over and over. If you know that you have trouble with dan-

gling modifiers or subject–verb agreement, for example, specifically look for them in your

draft. Also look for any errors that especially bother your boss and correct them.

Editing should always follow revision. There’s no point in taking time to fix a grammati- cal error in a sentence that may be cut when you clarify your meaning or tighten your style.

Some writers edit more accurately when they print out a copy of a document and edit the hard

copy. But beware: Laser printing makes a page look good but does nothing to correct errors.

I spell-check. Do I still need to proofread? LO 4-5

▶ Yes.

Proofread every document both with a spell-checker and by eye to catch the errors a spell-

checker can’t find.

Proofreading is hard because writers tend to see what they know should be there rather

than what really is there. Because it’s always easier to proof something you haven’t writ-

ten, you may want to swap papers with a proofing buddy. (Be sure the person looks for

typos, not for content.)

To proofread,

• Read once quickly for meaning to see that nothing has been left out.

• Read a second time, slowly. When you find an error, correct it and then reread that line. Readers tend to become less attentive after they find one error and may miss other errors close to the one they’ve spotted.

• To proofread a document you know well, read the lines backward or the pages out of order.

Always triple-check numbers, headings, the first and last paragraphs, and the reader’s name.

How can I get better feedback? LO 4-6

▶ Ask for the kind of feedback you need.

The process of drafting, getting feedback, revising, and getting more feedback is called

cycling . Dianna Booher reports that documents in her clients’ firms cycled an average of 4.2 times before reaching the intended audience.

8 Susan Kleimann studied a 10-page docu-

ment whose 20 drafts made a total of 31 stops on the desks of nine reviewers on four dif-

ferent levels. 9 Being asked to revise a document is a fact of life in businesses, government

agencies, and nonprofit organizations.

To improve the quality of the feedback you get, tell people which aspects you’d espe-

cially like comments about. For example, when you give a reader the outline or plan-

ning draft, 10

you might want to know whether the general approach is appropriate. After

your second draft, you might want to know whether reader benefits are well developed.

Instant Replay

Revising, Editing, and

Proofreading

Revising means making changes that will better satisfy

your purposes and your

audience.

Editing means making surface-level changes that

make the document

grammatically correct.

Proofreading means checking to be sure the

document is free from

typographical errors.

I R

Revising Ed

Instant Replay

How to Revise

When you’re writing to a new

audience or have to solve a

particularly difficult problem,

plan to revise the draft at least

three times. The first time,

look for content and clarity.

The second time, check the

organization and layout. Finally,

check style and tone. Do

all this before you edit and proofread.

I R

How to Revi

Site to See

Go to

www.wisc.edu/writing/ Handbook/Proofreading .html

The University of Wisconsin

Writing Center offers tips on

proofreading.

Go to

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Module 4 Planning, Writing, and Revising 67

When you reach the polishing draft, you’ll be ready for feedback on style and grammar.

Figure 4.6 lists questions to ask.

It’s easy to feel defensive when someone criticizes your work. If the feedback stings,

put it aside until you can read it without feeling defensive. Even if you think the reader has

misunderstood what you were trying to say, the fact that the reader complained means the

section could be improved. If the reader says “This isn’t true” and you know that the state-

ment is true, several kinds of revision might make the truth clear to the reader: rephrasing

the statement, giving more information or examples, or documenting the source.

Can I use form letters? LO 4-7

▶ Yes. But make sure they’re good.

A form letter is a prewritten fill-in-the-blank letter designed for routine situations. Some form letters have different paragraphs that can be inserted, depending on the situation. For

example, a form letter admitting students to college might have additional paragraphs to be

added for students who were going to receive financial aid.

Boilerplate is language—sentences, paragraphs, even pages—from a previous docu- ment that a writer includes in a new document. In academic papers, material written by

others must be quoted and documented. However, because businesses own the documents

their employees write, old text may be included without attribution.

In some cases, boilerplate may have been written years ago. For example, many legal

documents, including apartment leases and sales contracts, are almost completely boil-

erplated. In other cases, writers may use boilerplate they themselves have written. For

example, a section from a proposal describing the background of the problem could also be

used in the final report after the proposed work was completed. A section from a progress

report describing what the writer had done could be used with only a few changes in the

Methods section of the final report.

Before sending out any

message—paper or

electronic—address it

correctly and proof it carefully.

Employees at Aviva Investors

thought they were being

dismissed after receiving

an e-mail message, a blow

made plausible because the

company had announced it

would trim its workforce. It

turns out the message was

meant for only one employee

who was leaving the company,

but the language wishing the

reader “all the best for the

future” was chilling to workers

already worried about job

security. Needless to say, such

actions may produce less-

than-positive feedback from

the remaining employees.

Source: Fox Van Allen, “E-mail Accident Leads an Entire Company

to Think It’s Being Fired,” April 23,

2012, http://news.yahoo.com/

blogs/technology-blog/email-

accident-leads-entire-company-

think-being-fired-165511639.html .

Outline or Planning Draft

h Does the plan seem “on the right track”? h What topics should be added? Should any be cut? h Do you have any other general suggestions?

Revising Draft

h Does the message satisfy all its purposes? h Is the message adapted to the audience(s)? h Is the organization effective? h What parts aren’t clear? h What ideas need further development? h Do you have any other suggestions?

Polishing Draft

h Are there any problems with word choice or sentence structure? h Did you find any inconsistencies? h Did you find any typos? h Is the document’s design effective?

Checklist for

Questions to Ask Readers

O tli

CC ff

Figure 4.6 Questions to Ask

Readers

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68

Revising after Feedback LO 4-6

Building a Critical Skill

When you get feedback that you understand and agree with,

make the change.

If you get feedback you don’t understand, ask for

clarification.

• Paraphrase: “So you’re asking me to give more

information?”

• Ask for more information: “Can you suggest a way to

do that?”

• Test your inference: “Would it help if I did such and such?”

Sometimes you may get feedback you don’t agree with.

• If it’s an issue of grammatical correctness, check this book.

(Sometimes even smart people get things wrong.)

• If it’s a matter of content, recognize that something about the draft isn’t as good as it could be: something is leading the

reader to respond negatively.

• If the reader thinks a fact is wrong (and you know it’s right),

show where the fact came from. “According to. . . .”

• If the reader suggests a change in wording you don’t like, try

another option.

• If the reader seems to have misunderstood or misread the

text, think about ways to make the meaning clearer.

Your supervisor’s comments on a draft can help you improve

that document, help you write better drafts the next time, and

teach you about the culture of your organization. Look for pat-

terns in the feedback you receive. Are you asked to use more

formal language or to make the document more conversational?

Does your boss want to see an overview before details? Does

your company prefer information presented in bulleted lists

rather than in paragraphs? Are your photos or artwork bias free?

Feedback is sometimes painful, but focus on the point of the

feedback rather than feelings. Ford Motor Company CEO Alan

Mulally raised eyebrows when he publicly criticized the looks

of the 2008 Taurus. Derrick Kuzak, head of global develop-

ment, went on to compare the car to TV’s Homer Simpson, and

the two stressed that a more attractive successor would be in the

works. “That’s only delivered when the engineering team does

not dumb down the design because of engineering and manu-

facturing feasibility concerns,” Kuzak added. While the com-

ments may have rankled some insiders, analysts welcomed the

company’s willingness to fix problems.

If honest, sharp criticism or even a rebuke can be beneficial.

Pay close attention to what is at the heart of a comment rather

than how the comment is delivered. Remember, though, what it

feels like to be on the receiving end when you give feedback. Temper your words, and let your example encourage others to

be more gracious.

Source: “Taurus and Homer Simpson—Separated at Birth?” January 29, 2008, downloaded at www.cnn.com/2008/LIVING/wayoflife/01/29/ford.

homer.simpson.ap/index.html .

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Module 4 Planning, Writing, and Revising 69

Writers use form letters and boilerplate to save time and energy and to use language that

has already been approved by the organization’s legal staff. However, as Glenn Broadhead

and Richard Freed point out, reusing old text creates two problems. 11

• Using unrevised boilerplate can create a document with incompatible styles and tones.

• Form letters and boilerplate can encourage writers to see situations and audiences as

identical when in fact they differ.

Before you use a form letter, make sure it is well written and that it applies to the situation

in which you are thinking of using it.

Before you incorporate old language in a new document,

• Check to see that the old section is well written.

• Consciously look for differences between the two situations, audiences, or purposes

that may require different content, organization, or wording.

• Read through the whole document at a single sitting to be sure that style, tone, and level

of detail are consistent in the old and new sections.

How can I overcome writer’s block and procrastination? LO 4-8

▶ Talk, participate, and practice. Reward yourself for activities that lead to writing.

According to psychologist Robert Boice, a combination of five actions works best to over-

come writer’s block: 12

• Participate actively in the organization and the community. The more you talk to people, the more you interact with some of your audiences, the more you learn about the company,

its culture, and its context, the easier it will be to write—and the better your writing will be.

• Practice writing regularly and in moderation. • Learn as many strategies as you can. Good writers have a “bag of tricks” to draw on;

they don’t have to “reinvent the wheel” in each new situation. This book suggests many

strategies and patterns. Try them; memorize them; make them your own.

• Talk positively to yourself: “I can do this.” “If I keep working, ideas will come.” “It doesn’t have to be wonderful; I can always make it better later.”

• Talk about writing to other people. Value the feedback you get from your boss. Talk to your boss about writing. Ask him or her to share particularly good examples—

from anyone in the organization. Find colleagues at your own level and talk about the

writing you do. Do different bosses value different qualities? What aspects of your own

boss’s preferences are individual and which are part of the discourse community of the

organization? Talking to other people expands your repertoire of strategies and helps

you understand the discourse community in which you write.

To avoid procrastination, modify your behavior by rewarding yourself for activities that

lead to writing:

• Set a regular time to write. Sit down and stay there for the time you’ve planned, even if you write nothing usable.

• Develop a ritual for writing. Choose tools—paper, pen, computer, chair— that you find comfortable. Use the same tools in the same place every time you write.

• Try freewriting. Write for 10 minutes without stopping. • Write down the thoughts and fears you have as you write. If the ideas are negative,

try to substitute more positive statements: “I can do this.” “I’ll keep going and postpone

judging.” “If I keep working, I’ll produce something that’s OK.”

• Identify the problem that keeps you from writing. Deal with that problem; then turn back to writing.

• Set modest goals (a paragraph, not the whole document) and reward yourself for reaching them.

Proofreading is especially

important when reusing

language. For 2009, a mint

produced Chilean 50-pesos

coins, each worth about a U.S.

dime, with the name of the

country spelled “CHIIE.” Chile’s

Central Bank did not learn of

the engraver’s error until a year

later, when the newspaper El

Mercurio reported the story.

About 1.5 million of the errant

coins were in circulation by then.

Source: Eva Vergara, “Is It ‘Chiie’ or ‘Chile’? Mint Issues Bad Coins,”

The Boston Globe, February

12, 2010, http://www.boston.

com/news/world/latinamerica/

articles/2010/02/12/is_it_chiie_or_

chile_mint_issues_bad_coins/ .

Dealing with procrastination

can be challenging, but

Kevin Purdy recommends

several strategies. Among

them are getting rid of clutter,

acknowledging that you’re

actually procrastinating, and

dealing with the more difficult

tasks early. Believe in yourself,

too. Says Rory Vaden, author

of Take the Stairs: 7 Steps

to Achieving True Success,

“The number one reason

we procrastinate is we don’t

believe we have what it takes

to pull it off.”

Source: Kevin Purdy, “Get to Work by Meeting Procrastination

Head-On,” Fast Company, April 10,

2012, http://www.fastcompany.

com/1830018/get-work-

meetingprocrastination-head .

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70 Unit One Building Blocks for Effective Messages

Summary of Learning Objectives

• Processes that help writers write well include expecting to revise

the first draft, writing regularly, modifying the initial task if it’s

too hard or too easy, having clear goals, knowing many different

strategies, using rules as guidelines rather than as absolutes, and

waiting to edit until after the draft is complete. (LO 4-1) • Spend a third of your time planning, a third writing, and a third

revising. (LO 4-2) • To think of ideas, try brainstorming, freewriting (writing with-

out stopping for 10 minutes or so), and clustering (brainstorm- ing with circled words on a page). (LO 4-3)

• Planning, writing, and revising can include analyzing, gather-

ing, writing, evaluating, getting feedback, revising, editing, and

proofreading. Revising means changing the document to make it better satisfy the writer’s purposes and the audience. Editing means making surface-level changes that make the document

grammatically correct. Proofreading means checking to be sure the document is free from typographical errors. (LO 4-4)

• If the writing situation is new or difficult, plan to revise the draft

at least three times. The first time, look for content and clar-

ity. The second time, check the organization and layout. Finally,

check style and tone. (LO 4-4) • Grammar checkers and spell-checkers only catch some errors.

Be sure to also check documents manually. (LO 4-5) • You can improve the quality of the feedback you get by tell-

ing people which aspects of a draft you’d like comments about.

If a reader criticizes something, fix the problem. If you think

the reader misunderstood you, try to figure out what caused the

misunderstanding and revise the draft so that the reader can see

what you meant. (LO 4-6) • If you get feedback you don’t understand, paraphrase, ask for

more information, or test your inference. (LO 4-6) • If you get feedback you don’t agree with, check against a

grammar book for grammar issues, consider something could

be improved if the comment is about content, show the reader

where any disputed facts came from, try another option if the

suggestion is about wording, or make information more clear if

readers are confused. (LO 4-6) • Boilerplate is language from a previous document that a

writer includes in a new document. Using form letters and

boilerplate can encourage writers to see as identical situa-

tions and audiences that in fact differ. Putting boilerplate into

a new document can create incompatible styles and tones.

(LO 4-7) • To overcome writer’s block, (LO 4-8) 1. Participate actively in the organization and the community.

2. Follow a regimen. Practice writing regularly and in moderation.

3. Learn as many strategies as you can.

4. Talk positively to yourself.

5. Talk about writing to other people.

• To overcome the tendency to procrastinate, modify your

behavior to reward yourself for the activities that lead to

writing. (LO 4-8)

Assignments for Module 4

4.1 What processes do expert writers use? (LO 4-1)

4.2 How is revision different from editing? From proofreading? (LO 4-4)

4.3 What are good strategies for overcoming writer’s block? Procrastination? (LO 4-8)

Questions for Comprehension

4.4 Which processes that expert writers use do you already use? How could you modify your process to incorporate at

least one more on the list? (LO 4-1)

4.5 Of the people who have seen your writing, which one(s) have given you the most useful feedback? What makes it

useful? (LO 4-6)

4.6 In which areas are you best at giving feedback to other people? How could you make your feedback even better?

(LO 4-6)

4.7 Think about the form letters you have received. How do they make you feel? If they have flaws, how could they be

improved? (LO 4-7)

Questions for Critical Thinking

Interview someone about the composing process(es) he or

she uses for on-the-job writing. Questions you could ask

include the following:

• What kind of planning do you do before you write? Do

you make lists? Formal or informal outlines?

• When you need more information, where do you

get it?

• How do you compose your drafts? Do you dictate? Draft

with pen and paper? Compose on screen? How do you

find uninterrupted time to compose?

• When you want advice about style, grammar, and spell-

ing, what source(s) do you consult?

• Does your superior ever read your drafts and make

suggestions?

Exercises and Problems

4.8 Interviewing Writers about Their Composing Processes (LO 4-1)

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Module 4 Planning, Writing, and Revising 71

• Do you ever work with other writers to produce a single

document? Describe the process you use.

• Describe the process of creating a document where you

felt the final document reflected your best work.

• Describe the process of creating a document that you

found difficult or frustrating. What sorts of things make

writing easier or harder for you?

As Your Instructor Directs, a. Share your results orally with a small group of students.

b. Present your results in an oral presentation to the class.

c. Present your results in a memo to your instructor.

d. Post an e-mail message to the class discussing your

results.

e. Share your results with a small group of students and

write a joint memo reporting the similarities and differ-

ences you found.

Save your notes and drafts from several assignments so that

you can answer the following questions.

• Which of the activities discussed in Module 4 do you

use?

• How much time do you spend on each activity?

• What kinds of revisions do you make most often?

• Do you use different processes for different documents, or

do you have one process that you use most of the time?

• Which practices of good writers do you follow?

• What parts of your process seem most successful? Are there

any places in the process that could be improved? How?

• What relation do you see between the process(es) you

use and the quality of the final document?

As Your Instructor Directs, a. Discuss your process with a small group of other

students.

b. Write a memo to your instructor analyzing in detail your

process for composing one of the papers for this class.

c. Write a memo to your instructor analyzing your process

during the term. What parts of your process(es) have

stayed the same throughout the term? What parts have

changed?

4.9 Analyzing Your Own Writing Processes (LO 4-1)

Each of the following paragraphs contains errors in gram-

mar, spelling, and punctuation. Which errors does your

spelling or grammar checker catch? Which errors does it

miss? Does it flag as errors any words that are correct?

1. Answer to an Inquiry Think yoo fur your rescind request about are “Bitter

Burger” campaign. We initiated thee champagne after

hiring from customers who said they wonted a moor

nutritious berger from our companion. Sew, we towed

hour chiefs to devise something. And they. Did. To kelp

you enjoin your “Better Booger” even mare, here hour

to coupons for a free drank wit any purchase off a sand-

witch and frie.

2. Performance Appraisal This quarterly perform appraise is. Four lisa. She have

a good quart, witch ending with a 22 percent in crease

in here sales for the three month. In fax Lissa outper-

form aviary one in her compartment. Lisa is a good

employment, often straying late or working threw the

weekends. Her dedication is great? Won of her peers,

said “She is a la mode salesperson and a goon coat

working.”

3. Brochure Thin Lost Vegans is lonely a place to gambling! Thank

again? There is mooch to do do in Las Vega for families to,

such as them parks, magic shoes, and sporting. Events. Ewe

cane also experience fin dining and tours of the surrendering

desert with it’s bootyful florid and fawna. The warm colors

of the dessert well stay with your four many years two come.

Visited Las Vegetables for a vacate of a. Lifeboat. Time.

4. Presentation Slides

How to Crate a Web résumé

• Omit home addressee and phone numb

• Use other links only if the help a employer evaluate ewe.

A. be Professionally!

B. Carelessly craft and proof read the phrase on the

index pager.

Cow to Create a Scanable Resume

• Crate a “plane vanilla’ document.

• Use include a Keywords” section. Include personality

trades as will as accomplishments.

• Be specific aunt Quantifiable.

4.10 Checking Spell and Grammar Checkers (LO 4-5)

In a group with other students, use the Checklist for Thor-

ough Revision in Figure 4.4 to provide feedback on drafts

of letters or memos for this course.

As you give feedback, answer the following questions:

• When you give feedback, do you normally start by look-

ing for places to add, delete, substitute, or change? Or do

you normally start by looking for grammatical errors and

typos?

• On which aspects is it easiest for you to comment?

Which aspects require more thought? Why?

• How many times do you have to read the draft to answer

all of the questions in the Checklist?

• Do you tend to suggest mostly big changes, mostly small

ones, or a mix?

• How do you tend to word your comments? Are they

mostly positive or mostly negative? Do you tend to

4.11 Giving and Evaluating Feedback (LO 4-6)

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72 Unit One Building Blocks for Effective Messages

Most word-processing programs come with spell and grammar

checkers. While these computer tools can be useful, remember that

they have limitations.

Spellcheckers identify words that don’t match their dictionary.

If the word is a real word, the spellchecker can’t tell if it’s the right

word for the context (e.g., “their” versus “there,” as in “We will

review the report when we get their.”).

Grammar checkers only suggest possible errors and solutions;

you must make the final decision. That is, a grammar checker may

tell you that you’ve used passive voice, but the checker can’t tell

you whether the passive is appropriate in that particular sentence.

Therefore, use spell and grammar checkers as one of several

tools to make your writing better. In addition, keep a dictionary,

thesaurus, and stylebook handy. Work to improve your command

of spelling and grammar; take a class or work with a college writ-

ing center for help.

Exercises

Type the following into your word processor. Are all the words or

constructions that show up as errors really wrong? Are there any

errors that don’t show up?

1. There report notes fore markets wear increased prophets are

passable.

2. Even if ewe posses the rite skulls, lending the job you wont

cane be trickily.

3. Ill chick with the mangers to fine out if they’re employs fell

hoppy with there compensated.

4. Quit a phew organisms have a bored of directors that overseas

howl the organism operates.

5. Tree investors axed if wee mite consider celling are products

inline.

6. Sharon tolled us that thee purchase requests should bee

reviewed at lest too thymes before making then.

7. Mike twitted a massage abut the sails kickoff planed for the

fiftieth of Augusta.

8. Whale sum people thank a lack of compliants is the same

thing as doing will, a true sine of succession is grater market

shore.

9. Hour facts machine heartily gets used any moor, butt its steel

an imported peace of offense equipment.

10. Win Jenny decided too weight four confirmation from the pre-

diction staph, she maid a whys incision—ant saved this busy-

ness money!

Check your answers to the odd-numbered exercises at the back of the book.

Using Spell and Grammar Checkers

Polishing Your Prose

describe your reaction as a reader, identify why a change

is needed, name the change needed, make the change for

the writer, or what?

When you read feedback from others, answer the following

questions:

• Which comments were new information to you? Which

told you something about your draft that you already

knew or suspected?

• Did you have any questions that comments did not address?

• What kinds of feedback were most helpful to you? Why?

• Were any comments unclear? Talk to the commenter, and try

to figure out what wording would have been clearer to you.

• Did any comments annoy or offend you? Why?

Could the commenter have made the same point in a

better way?

As Your Instructor Directs, a. Share your answers with other students in your group.

Discuss ways that each of you can make your future

feedback even more useful.

b. Organize your answers in a memo to your instructor.

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73

G ood document design saves time and money, reduces legal problems, and builds goodwill. A

well-designed document looks inviting, friendly, and easy to read. Effective design also groups

ideas visually, making the structure of the document more obvious so the document is easier to read.

Research shows that easy-to-read documents also enhance your credibility and build an image of you

as a professional, competent person. 1

Guidelines for creating effective paper documents are well supported with research and practice.

Much less research has been done on effective slides and screens. Moreover, as the population in

general becomes more experienced in seeing presentation slides and using the web, what works may

change. Pay attention to the documents, slides, and screens you see and to the responses they get

from other people in your organization so that you can keep up with evolving standards. In particular,

changes to social media like Facebook require users to stay current. Even if fonts and layouts change,

however, the principles of good design described in this module should still apply.

LO 5-1 Apply strategies for paper page design.

LO 5-2 Apply strategies for presentation slide design.

LO 5-3 Apply strategies for web page design.

LO 5-4 Apply strategies for design tests.

LO 5-5 Apply strategies for computer use in design.

LO 5-6 Recognize questions about design while writing.

Module 5 can help you design business documents successfully. After completing the module, you

should be able to

LEARNING OBJECTIVES

Designing Documents, Slides, and Screens 5

Module

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74 Unit One Building Blocks for Effective Messages

How should I design paper pages? LO 5-1

▶ Follow these five guidelines.

Use the following guidelines to create visually attractive documents.

• Use white space to separate and emphasize points.

• Use headings to group points.

• Limit the use of words set in all capital letters.

• Use no more than two fonts in a single document.

• Decide whether to justify margins based on the situation and the audience.

Use White Space

White space —the empty space on the page—makes material easier to read by emphasiz- ing the material that it separates from the rest of the text. To create white space,

• Use headings.

• Use a mix of paragraph lengths (most no longer than seven typed lines).

• Use lists.

• Use tabs or indents—not spacing—to align items vertically.

• Use numbered lists when the number or sequence of items is exact.

• Use bullets (large dots or squares like those in this list) when the number and

sequence don’t matter.

When you use a list, make sure all of the items in it are parallel and fit into the structure

of the sentence that introduces the list.

Faulty: The following suggestions can help employers avoid bias in job interviews:

1. Base questions on the job description.

2. Questioning techniques.

3. Selection and training of interviewers.

Parallel: The following suggestions can help employers avoid bias in job interviews:

1. Base questions on the job description.

2. Ask the same questions of all applicants.

3. Select and train interviewers carefully.

Also parallel: Employers can avoid bias in job interviews by

1. Basing questions on the job description.

2. Asking the same questions of all applicants.

3. Selecting and training interviewers carefully.

Figure  5.1 shows an original typed document. In Figure  5.2 , the same document

is improved by using shorter paragraphs, lists, and headings. These devices take

space. When saving space is essential, it’s better to cut the text and keep white space

and headings.

Use Headings

Headings are words or short phrases that group points and divide your letter, memo, or report into sections.

• Make headings specific.

• Make each heading cover all the material until the next heading.

• Keep headings at any one level parallel: all nouns, all complete sentences, or all

questions.

In a letter or memo, type main headings even with the left-hand margin in bold.

Capitalize the first letters of the first word and of other major words; use lowercase

for all other letters. (See Figure 5.2 for an example.) In single-spaced text, triple-space

A study by the Pew Charitable

Trust found that checking

account documents are still

too confusing for consumers.

Because disclosures, for

instance, can be hard to read,

consumers may struggle to

understand fees. In addition to

design issues, such as too little

white space, length can be a

problem. The median length of

checking account disclosures

is 69 pages—down from 111

pages.

Source: Jim Puzzanghera, “Checking Accounts Still Too

Confusing and Expensive, Study

Finds,” The Los Angeles Times,

June 9, 2012, http://www.

latimes.com/business/la-fi-bank-

fees-20120609,0,4130869.story .

Menu design and language can

affect what a diner orders. Using

decoys, such as placing an

expensive dish at the top of the

menu to make other prices seem

more reasonable, removing dollar

signs from prices, and adding

sensory labels, like “buttery

plump” to otherwise ordinary

words like “pasta,” can all play on

the customer’s culinary desires.

Source: Sarah Kershaw, “Using Menu Psychology to Entice Diners,”

The New York Times, December

23, 2009, D1.

Site to See

Go to

www.informationmapping. com/us/the-method/ before-a-after-examples

Information Mapping uses

grids and tables to present

complex information in an

easy-to-use format.

Go to

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Module 5 Designing Documents, Slides, and Screens 75

between the previous text and the heading; double-space between the heading and the

text that follows.

Limit the Use of Words Set in All Capital Letters

We recognize words by their shapes. 2 (See Figure 5.3 .) In capitals, all words are rectangu-

lar; letters lose the descenders and ascenders that make reading go more quickly. Use full

capitals sparingly. Instead, make text bold to emphasize it.

Use No More than Two Fonts in a Single Document

Each font comes in several sizes and usually in several styles (bold, italic, etc.). Typewriter

fonts are fixed ; that is, every letter takes the same space. An i takes the same space as a w. Courier and Prestige Elite are fixed fonts. Computers usually offer proportional fonts as well, where wider letters take more space than narrower letters. Times Roman, Palatino,

Helvetica, Geneva, and Arial are proportional fonts.

Serif fonts have little extensions, called serifs, from the main strokes. (In Figure 5.4 , look at the feet on the t in Times Roman and the little flicks on the ends of the top bar of the t. ) Courier, Times Roman, Palatino, and Lucinda Calligraphy are serif fonts. Serif fonts are

Figure 5.1 A Document with Poor Visual Impact

Full capit al letters

make titl e hard

to read.

Importan t

informat ion

is hard to find.

Long para- graph

is visually

uninviting.

MONEY DEDUCTED FROM YOUR WAGES TO PAY CREDITORS

When you buy goods on credit, the store will sometimes ask you to sign a Wage Assignment form allowing it to deduct money from your wages if you do not pay your bill. When you buy on credit, you sign a contract agreeing to pay a certain amount each week or month until you have paid all you owe. The Wage Assignment Form is separate. It must contain the name of your present employer, your Social Security number, the amount of money loaned, the rate of interest, the date when payments are due, and your signature. The words “Wage Assignment” must be printed at the top of the form and also near the line for your signature. Even if you have signed a Wage Assignment agreement, Roysner will not withhold part of your wages unless all of the following conditions are met: 1. You have to be more than forty days late in payment of what you owe; 2. Roysner has to receive a correct statement of the amount you are in default and a copy of the Wage Assignment form; and 3. You and Roysner must receive a notice from the creditor at least twenty days in advance stating that the creditor plans to make a demand on your wages. This twenty-day notice gives you a chance to correct the problems yourself. If these conditions are all met, Roysner must withhold 15 percent of each paycheck until your bill is paid and give this money to your creditor.

If you think you are not late or that you do not owe the amount stated, you can argue against it by filing a legal document called a “defense.” Once you file a defense, Roysner will not withhold any money from you. However, be sure you are right before you file a defense. If you are wrong, you have to pay not only what you owe but also all legal costs for both yourself and the creditor. If you are right, the creditor has to pay all these costs.

It pays to read the fine print.

While about 97% of a credit

card donation gets to charities,

the rest is kept by many banks

and credit card companies. The

Huffington Post notes they make

about $250 million annually from

such fees. Visa and American

Express later waived fees for

Haiti’s earthquake relief, but

one bank, Capital One, always

waives such charges through its

“No Hassle Giving Site.”

Source: Laura Bassett, “As

Wallets Open for Haiti, Credit

Card Companies Take Big Cut,”

January 14, 2010, http://news.

yahoo.com/s/huffpost/20100114/

cm_huffpost/423238 .

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76 Unit One Building Blocks for Effective Messages

When you buy goods on credit, the store will sometimes ask you to sign a Wage Assignment form allowing it to deduct money from your wages if you do not pay your bill.

Have You Signed a Wage Assignment Form?

When you buy on credit, you sign a contract agreeing to pay a certain amount each week or month until you have paid all you owe. The Wage Assignment Form is separate. It must contain • The name of your present employer, • Your Social Security number, • The amount of money loaned, • The rate of interest, • The date when payments are due, and • Your signature.

The words “Wage Assignment“ must be printed at the top of the form and also near the line for your signature.

When Would Money Be Deducted from Your Wages to Pay a Creditor?

Even if you have signed a Wage Assignment agreement, Roysner will not withhold part of your wages unless all of the following conditions are met:

1. You have to be more than 40 days late in payment of what you owe;

2. Roysner has to receive a correct statement of the amount you are in default and a copy of the Wage Assignment form; and

3. You and Roysner must receive a notice from the creditor at least 20 days in advance stating that the creditor plans to make a demand on your wages. This 20-day notice gives you a chance to correct the problem yourself.

If these conditions are all met, Roysner must withhold fifteen percent (15%) of each paycheck until your bill is paid and give this money to your creditor.

What Should You Do If You Think the Wage Assignment Is Incorrect?

If you think you are not late or that you do not owe the amount stated, you can argue against it by filing a legal document called a “defense.“ Once you file a defense, Roysner will not withhold any money from you. However, be sure you are right before you file a defense. If you are wrong, you have to pay not only what you owe but also all legal costs for both yourself and the creditor. If you are right, the creditor has to pay all these costs.

Money Deducted from Your Wages to Pay Creditors

First letter

of each main word

capitalized—

Title split on to two lines

.

Headings di vide

document in to

chunks.

List with bullets wher

e order of

items doesn't matter.

Single-spac e

list when ite ms

are short.

Headings m ust be

parallel. Her e, all

are questio ns.

White space between

items emphasizes

them.

Double-spac e between

items in a lis t when

most items are two

lines or long er.

Number list where

number, order of

items matter.

Figure 5.2 A Document Revised to Improve Visual Impact

Full capitals hide the shape of a word and slow reading 19% .

FULL CAPITALS HIDE THE SHAPE OF A WORD AND SLOW READING 19% .

Figure 5.3 Full Capitals

Hide the Shape of a Word

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Module 5 Designing Documents, Slides, and Screens 77

easier to read because the serifs help the eyes move from letter to letter. Helvetica, Geneva,

and Arial are sans serif fonts because they lack serifs ( sans is French for without ). Sans serif fonts are good for titles, tables, and narrow columns.

Most business documents use just one font—usually Times Roman, Palatino, Helvetica,

or Arial in 11- or 12-point. In a complex document, use bigger type for main headings and

slightly smaller type for subheadings and text. If you combine two fonts in one document,

choose one serif and one sans serif typeface.

Decide Whether to Justify Margins Based on the Situation and the Audience

Computers allow you to use full justification so that type on both sides of the page is evenly lined up. This paragraph justifies margins. Margins that are justified only on the

left are sometimes called ragged right margins . Lines end in different places because words are of different lengths. The FYI and Instant Replay boxes use ragged right

margins.

Use justified margins when you

• Can use proportional typefaces.

• Want a more formal look.

• Want to use as few pages as possible.

• Write to skilled readers. 3

Figure 5.4 Examples of

Different Fonts

The visual design of a message can support or undercut the impact of the words.

Non Sequitur © 1993 Wiley Miller. Reprinted by permission of Universal Uclick. All rights reserved.

More than 20 states have

adopted Clearview in signage

along many of America’s 46,871

miles of interstate highways.

Easier to read than Highway

Gothic, the typeface standard for

more than 50 years, Clearview

solves many problems, including

reducing halation, or type on

reflective surfaces blurring under

headlights at high speeds.

Clearview may also help the

highway system save billions of

dollars by eliminating the need

to enlarge existing signs and

related architecture.

Source: Joshua Yaffa, “The Road to Clarity,” The New York Times,

August 12, 2007, downloaded at

www.nytimes.com/2007/08/12/

magazine/12fonts-t.html?_r=1&n=Top/

Reference/Times%20Topics/

Subjects/D/Design&pagewanted=p

rint&oref=slogin .

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78 Unit One Building Blocks for Effective Messages

Use ragged right margins when you

• Do not have proportional typefaces.

• Want a less formal look.

• Want to be able to revise an individual page without reprinting the whole document.

• Use very short line lengths.

How should I design presentation slides? LO 5-2

▶ Keep slides simple, relevant, and interesting.

As you design slides for PowerPoint and other presentation programs, keep these guide-

lines in mind.

• Use a big font: 44- or 50-point for titles, 32-point for subheads, and 28-point for examples.

• Use bullet-point phrases rather than complete sentences.

• Use clear, concise language.

• Make only three to five points on each slide. If you have more, consider using two slides.

• Customize your slides with the company logo, charts, and scanned-in photos and

drawings.

Use clip art only if the art is really appropriate to your points and only if you are able

to find nonsexist and nonracist images. (At the end of the 1990s, as Marilyn Dyrud has

shown, the clip art in major software programs was biased. 4 ) Today, Internet sources offer

many more choices.

Choose a consistent template, or background design, for the entire presentation. Make

sure the template is appropriate for your subject matter. For example, use a globe only if

your topic is international business and palm trees only if you’re talking about tropical

vacations. One problem with PowerPoint is that the basic templates may seem repetitive to

people who see lots of presentations made with the program. For a very important presen-

tation, you may want to consider customizing the basic template.

Choose a light background if the lights will be off during the presentation and a dark

background if the lights will be on. Slides will be easier to read if you use high contrast

between the words and background. See Figure 5.5 for examples of effective and ineffec-

tive color combinations. Multi-touch screens, which

let people use finger gestures

to access features from their

smartphone and tablet PC

displays, may soon be common

in their larger cousins. Microsoft’s

purchase of Perceptive Pixel,

which is a pioneer in the

technology for desktop PCs,

coincides with enhancements

planned for Windows 8 for use

with multi-touch screens. The

change in how users interface

with computers may significantly

affect how users plan and use

presentation software, such as

PowerPoint.

Source: Clint Boulton, “Microsoft Bringing Multi-Touch Screens to the

Big Time,” The Wall Street Journal,

July 11, 2012, http://blogs.wsj.

com/cio/2012/07/11/microsoft-

bringing-multi-touch-screens-to-

the-big-time/?KEYWORDS=power

point+presentation .

Figure 5.5 Effective and Ineffective Colors for Presentation Slides

Effective

Ineffective

Site to See

Go to

http://pptideas.blogspot. com/2012/04/presentation- tipcase-studysuccess.html

for Dave Paradi’s tips and links

on using PowerPoint slides in

presentations.

Site to See

Go to

www.mouseprint.org

for examples of mouseprint, or

legalese in a font so small that

only a mouse can read it.

Go to

Go to

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Module 5 Designing Documents, Slides, and Screens 79

How should I design Web pages? LO 5-3

▶ Pay attention to content, navigation, and the first screen.

Good web pages have both good content and an interesting design. You should be able to

evaluate the design of a web page even if you never create one from scratch.

The opening screen is crucial. Not only must the first screen open quickly, but it also

must contain the information visitors need to quickly find what they are looking for. While

some studies show that users grow impatient after waiting 15 seconds for a page to load,

research by Jakob Nielsen puts that number at 10 seconds, and he says users often leave

web pages within 10 to 20 seconds, staying on average less than a minute. In addition,

users tend not to scroll down beyond the first screen of text. 5 To keep visitors around long

enough to find (and buy) what they want, make using the first screen extremely easy.

• Provide an introductory statement orienting the surfing reader to the organization.

• Offer an overview of the content of your page, with links to take readers to the parts that

interest them. A site index and internal search engine are valuable tools.

• Include information that will be most interesting and useful to most readers.

The rest of the page can contain information that only a limited number of readers will

want. When a document reaches four pages or more, think about dividing it into several

documents. Specialized information can go on another page, which readers can click on if

they want it.

Make it clear what readers will get if they click on a link.

Ineffective phrasing: Employment. Openings and skills levels are determined by each office.

Better phrasing: Employment. Openings listed by skills level and by location.

Minimize the number of links readers have to click through to get to the information

they want.

As you design pages,

• Use small graphics; keep animation to a minimum. Both graphics and animation take

time to load, especially with a slow modem. Include a Skip Intro button if you have an

animated introduction page.

• Provide visual variety. Use indentations, bulleted or numbered lists, and headings.

• Unify multiple pages with a small banner, graphic, or label so surfers know who

sponsors each page.

• On each page, provide a link to the home page, the name and e-mail address of the

person who maintains the page, and the date when the page was last revised.

• If your web pages include music or sound effects, put an Off button where the user can

find it immediately.

How do I know whether my design works? LO 5-4

▶ Test it.

A design that looks pretty may or may not work for the audience. To know whether your

design is functional, test it with your audience.

• Watch someone as he or she uses the document to do a task. Where does the reader

pause, reread, or seem confused? How long does it take? Does the document enable the

reader to complete the task accurately?

• Ask the reader to “think aloud” while completing the task, interrupt the reader at key

points to ask what he or she is thinking, or ask the reader to describe the thought process

after completing the document and the task. Learning the reader’s thought processes is

Instant Replay

Guidelines for Page

Design

• Use white space to separate

and emphasize points.

• Use headings to group points.

• Limit the use of words set in

all capital letters.

• Use no more than two fonts

in a single document.

• Decide whether to justify

margins based on the

situation and the audience.

I R

Guidelines f

People in the United States

focus first on the left side of a

website. websites in Arabic

and Hebrew orient text, links,

and graphics from right to left.

Source: Albert N. Badre, “The Effects of Cross Cultural Interface

Design Orientation on World Wide

Web User Performance,” GVU

Technical Report GIT-GVU-01-03,

August 31, 2000, 8; www.

cc.gatech.edu/gvu/reports/2001 ,

visited site July 27, 2002.

Site to See

Go to

www.useit.com

Jakob Nielsen’s website on

web page design is one of the

most useful pages on the web.

Nielsen provides classic past

columns (such as the Top Ten

Mistakes of Web Design) as

well as current content.

Go to

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80

Using Computers to Create Good Design LO 5-5

Building a Critical Skill

Standard word-processing programs such as Word, WordPer-

fect, and Google Docs let you control how your page looks.

Different versions of each program handle these commands dif-

ferently. Look up the following bolded terms in a manual, a

book about the program, or the online Help menu of your com-

puter program to find out how to use each feature.

Letters and Memos

Choose a businesslike font in 11- or 12-point type. Times

Roman, Palatino, Helvetica, and Arial are the most commonly

used business fonts.

Use bold headings. Avoid having a heading all by itself at the bottom of the page. If you can’t have at least one line of text

under it, move the heading to the next page. You can check this

by eye or set your program to avoid widows and orphans. Use tabs or indents to line up the return address and signa-

ture blocks in modified block format (▶▶ Module 9), the To/ From/Subject line section of a memo, or the items in a list.

Change your tab settings to create good visual impact. A setting at .6″ works well for the To/From/Subject line section of memos. Use .4″ for paragraphs and .6″ for the start of bulleted lists. For lists with 10 or more items, the setting will need to be

a bit further to the right—about .65″. Choose the design for bullets under Insert or Format. Both

WordPerfect and Word will create bulleted or numbered lists

automatically. If you have lists with paragraphs, turn off the

automatic bullets and create them with the bullets in Symbols.

Use indent (not tab) to move the whole list in, not just a single line of it.

Use a header (in the Insert or View menu) with automatic page numbering (pull down Format to Page) for second and subsequent pages. That way, when you delete a paragraph or

expand your reader benefits, you don’t have to manually move

the header. You can either delay the header till page 2 or create it on page 2. For best visual impact, make your header one point

size smaller than the body type.

For a two-page document, change the top margin of the sec- ond page to .5" so the header is close to the top of the page.

Use the same side margins as your letterhead. If you aren’t

using a letterhead, use 1″ side margins. On a two-page document, make sure the second page has at

least 4 to 6 lines of text for letters and at least 10 lines of text

for memos. If you have less, either (1) add details, (2) start the

message further down on page one so that there is more text on

page two, or (3) make the text fit on just one page by (a) tight-

ening your prose, (b) using full justification to save space, or (c)

using less white space.

Word-processing programs have a quickcorrect or auto- correct feature that changes hte to the, (c) to ©, and so forth. Go into the Tools or Format menus to find these features and

edit them so they make only the changes you want.

Hyphenation may be under Format or under Language in Tools.

Printing

To save paper, check print preview on the File menu. You’ll be able to see how your document will look on the page and make

minor layout changes before you print.

If you prepare your document on one computer and print

it from another, be sure to open the document and check all

of it before you print. Different printers may change mar-

gins slightly. Even the same size font may differ from printer

to printer, so that a document that fit nicely on one page in

11-point on one computer may suddenly take up more room on

a different one.

important, since a reader may get the right answer for the wrong reasons. In such a case,

the design still needs work.

• Test the document with the people who are most likely to have trouble with it: very old or

young readers, people with little education, people who read English as a second language.

• Ask readers to put a plus sign ( 1 ) in the margins by any part of the document they like

or agree with and a minus sign ( 2 ) by any part that seems confusing or wrong. Then use

interviews or focus groups to find out the reasons.

When should I think about design? LO 5-6

▶ At each stage of the writing process.

Document design isn’t something to “tack on” when you’ve finished writing. Indeed, the

best documents are created when you think about design at each stage of your writing

process(es).

Instant Replay

Designing PowerPoint

Slides

• Use a big font.

• Use bullet-point phrases.

• Use clear, concise language.

• Make only three to five

points on each slide.

• Customize your slides.

I R

Designing P

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Module 5 Designing Documents, Slides, and Screens 81

• As you plan, think about your audiences. Are they skilled readers? Are they busy? Will

they read the document straight through or skip around in it?

• As you write, incorporate lists and headings. Use visuals to convey numerical data

clearly and forcefully.

• Get feedback from people who will be using your document. What parts of the

document do they think are hard to understand? Is there additional information

they need?

• As you revise, check your draft against the guidelines in this module.

Site to See

Go to

www.webpagesthatsuck .com for examples of poorly

designed web pages.

Summary of Learning Objectives

• To create visually attractive documents, (LO 5-1) • Use white space.

• Use headings.

• Limit the use of words set in all capital letters.

• Limit the number of fonts in a single document.

• Decide whether to justify margins based on the situation and

the audience.

• As you design slides for PowerPoint and other presentation pro-

grams, (LO 5-2) • Use a big font.

• Use bullet-point phrases.

• Use clear, concise language.

• Make only three to five points on each slide.

• Customize your slides.

• Good web pages have both good content and an interesting

design. (LO 5-3) • Orient the surfing reader to the organization.

• Offer an overview of the content of your page, with links to

take readers to the parts that interest them.

• Make it clear what readers will get if they click on a link.

• Keep graphics small.

• Provide visual variety.

• Unify multiple pages with a small banner, graphic, or label.

• On each page, provide a link to the home page, the name and

e-mail address of the person who maintains the page, and

the date when the page was last revised.

• Provide a Skip Intro button for animated introductions and

an Off button for sound.

• To test a document, observe readers, ask them to “think aloud”

while completing the task, interrupt them at key points to ask

what they are thinking, or ask them to describe their thought

process after completing the document and the task. (LO 5-4) • WordPerfect and Word let you control how your page looks. In

general, (LO 5-5) • Use the program manual or help function to see commands

to use.

• Choose a businesslike font in 11- or 12-point type.

• Use Times Roman, Palatino, Helvetica, or Ariel.

• Use print preview to see what a page will look like printed.

• The best documents are created when you think about design at

each stage of the writing process. (LO 5-6) • As you plan, think about the needs of your audience.

• As you write, incorporate lists, headings, and visuals.

• Get feedback from people who will be using your document.

• As you revise, check your draft against the guidelines in this

chapter.

Assignments for Module 5

5.1 How can you create white space? (LO 5-1)

5.2 How do you decide whether to use bullets or numbers in a list? (LO 5-1)

5.3 What are three criteria for good web pages? (LO 5-3)

Questions for Comprehension

5.4 “Closed captions” for people with hearing impairments are almost always typed in full capital letters. Why is that a

bad idea? Are there any advantages to using full capitals?

What arguments could you use for changing the practice?

(LO 5-1)

5.5 Suppose that, in one company, a worker says, “We don’t need to worry about design. People pay a toll charge to

call us, and we make a slight profit on each call. So if

they have questions about the product, that’s OK. If better

design reduced the number of calls, we might actually lose

Questions for Critical Thinking

Go to

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82 Unit One Building Blocks for Effective Messages

money!” How would you persuade such a person that good

document design is worth doing? (LO 5-1)

5.6 Central Community College is preparing a brochure to per- suade prospective students to consider taking classes. The

college doesn’t have the money for full-scale document

testing. What free or almost-free things could it do to make

the document as effective as possible? (LO 5-1)

5.7 Design choices may have ethical implications. Indicate whether you consider each of the following actions ethical,

unethical, or a gray area. Which of the actions would you

do? Which would you feel uncomfortable doing? Which

would you refuse to do? (LO 5-1)

a. Putting the advantages of a proposal in a bulleted list,

while discussing the disadvantages in a paragraph.

b. Using a bigger type size so that a résumé visually fills a

whole page.

c. Putting the services that are not covered by your health

plan in full caps to make it less likely that people will

read the page.

5.8 Evaluating Page Designs (LO 5-1)

Use the guidelines in Module 5 to evaluate each of the fol-

lowing page designs. What are their strong points? What

could be improved?

Exercises and Problems

a.

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Module 5 Designing Documents, Slides, and Screens 83

b.

You’ve just joined the Financial Aid office at your school.

The director gives you the accompanying form and asks

you to redesign it.

“We need this form to see whether parents have other

students in college besides the one requesting aid. Parents

are supposed to list all family members that the parents

support—themselves, the person here, any other kids in

college, and any younger dependent kids.

“Half of these forms are filled out incorrectly. Most people

just list the student going here; they leave out everyone else.

“If something is missing, the computer sends out a letter

and a second copy of this form. The whole process starts

over. Sometimes we send this form back two or three times

before it’s right. In the meantime, students’ financial aid

is delayed—maybe for months. Sometimes things are so

late that they can’t register for classes, or they have to pay

tuition themselves and get reimbursed later.

“If so many people are filling out the form wrong, the

form itself must be the problem. See what you can do with

it. But keep it to a page.”

As Your Instructor Directs,

a. Analyze the current form and identify its problems.

b. Revise the form. Add necessary information; reorder

information; change the chart to make it easier to fill out.

Hints:

• Where are people supposed to send the form? What is

the phone number of the financial aid office? Should they

need to call the office if the form is clear?

• Does the definition of half-time apply to all students or just those taking courses beyond high school?

• Should capital or lowercase letters be used?

• Are the lines big enough to write in?

• What headings or subdivisions within the form would remind

people to list all family members whom they support?

• How can you encourage people to return the form promptly?

5.9 Improving a Financial Aid Form (LO 5-1)

Please complete the chart below by listing all family members for whom you (the parents) will provide more than half support during the academic year (July 1 through June 30). Include yourselves (the parents), the student, and your dependent children, even if they are not attending college.

*Half-time is defined as 6 credit hours or 12 clock hours a term.

When the information requested is received by our office, processing of your financial aid application will resume. Please sign and mail this form to the above address as soon as possible. Your signature certifies that this information and the

information on the FAF is true and complete to the best of your knowledge. If you have any questions, please contact a member of the need analysis staff. ______________________________ _________________

Signature of Parent(s) Date

EDUCATIONAL INFORMATION, 200_ - 200_

RELATIONSHIP NAME OF FULL NAME OF FAMILY SCHOOL OR OF FAMILY MEMBER TO COLLEGE THIS HALF-TIME* LESS THAN MEMBER AGE STUDENT SCHOOL YEAR FULL-TIME OR MORE HALF-TIME

STUDENT APPLICANT

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84 Unit One Building Blocks for Effective Messages

Rewrite the message, paying special attention to layout and

page design.

Reorganize the items in each of the following lists, using

appropriate headings. Use bulleted or numbered lists as

appropriate.

a. Rules and Procedures for a Tuition Reimbursement Plan

1. You are eligible to be reimbursed if you have been a

full-time employee for at least three months.

2. You must apply before the first class meeting.

3. You must earn a “C” or better in the course.

4. You must submit a copy of the approved application, an official grade report, and a receipt for tuition paid

to be reimbursed.

5. You can be reimbursed for courses related to your current position or another position in the company,

or for courses that are part of a degree related to a

current or possible job.

6. Your supervisor must sign the application form.

7. Courses may be at any appropriate level (high

school, college, or graduate school).

b. Activities in Starting a New Business

• Getting a loan or venture capital

• Getting any necessary city or state licenses

• Determining what you will make, do, or sell

• Identifying the market for your products or services

• Pricing your products or services

• Choosing a location

• Checking zoning laws that may affect the location

• Identifying government and university programs for

small business development

• Figuring cash flow

• Ordering equipment and supplies

• Selling

• Advertising and marketing

5.10 Using Headings (LO 5-1)

Collect several documents available to you as a worker, stu-

dent, or consumer: letters and memos, newsletters, ads and

flyers, reports. Use the guidelines in Module 5 to evaluate

each of them.

As Your Instructor Directs,

a. Discuss the documents with a small group of classmates.

b. Write a memo to your instructor evaluating three or

more of the documents. Include originals or photocopies

of the documents you discuss as an appendix to your

memo.

c. Write a memo to your supervisor recommending ways

the organization can improve its documents.

d. In an oral presentation to the class, explain what makes

one document good and another one weak. If possible,

use transparencies so that classmates can see the docu-

ments as you evaluate them.

5.11 Analyzing Documents (LO 5-1)

Your state government hires interns for many of its offices.

The Director of Human Resources has noticed that few of

the interns submit all the needed paperwork on time and

suspects that the problem is the form memo that goes out

to interns. You’ve been asked to revise the memo to make

it more effective.

5.12 Revising a Document (LO 5-1)

Subject: Getting Your First Paycheck on Time

So that you can receive your first paycheck on time, please send the following items to the office of Human

Resources by the first working day of next month: a copy of your Social Security card or a copy of your

birth certificate; a copy of your driver’s license; proof of enrollment in an accredited college (accepted items

include a paid fee statement; a letter from the registrar’s office; a copy of your college identification card with

the term and year on it); and proof of your grade status (e.g., first year, sophomore). Attach one of the fol-

lowing: your latest grade report, your latest transcript; a letter from the registrar’s office verifying your grade

status; a copy of your college identification card that shows what level you are in. Pay is based on how

many quarter or semester hours you have completed. At the end of each term, notify Human Resources.

You may be eligible for a pay increase.

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Module 5 Designing Documents, Slides, and Screens 85

Evaluate the following drafts of PowerPoint slides.

• Is the background appropriate for the topic?

• Do the slides use words or phrases rather than complete

sentences?

• Is the font big enough to read from a distance?

• Is the art relevant and appropriate?

• Is each slide free from errors?

5.13 Evaluating PowerPoint Slides (LO 5-2)

a.

1 2

3 4

b.

1 2

3 4

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86 Unit One Building Blocks for Effective Messages

c.

1 2

3 4

Compare three web pages in the same category (for exam-

ple, nonprofit organizations, car companies, university

departments, sports information). Which page(s) are most

effective? Why? What weaknesses do the pages have?

As Your Instructor Directs,

a. Discuss the pages with a small group of classmates.

b. Write a memo to your instructor evaluating the pages.

Include URLs of the pages in your memo.

c. In an oral presentation to the class, explain what makes

one page good and another one weak. If possible, put

the pages on screen so that classmates can see the pages

as you evaluate them.

d. Post your evaluation of the pages in an e-mail message

to the class. Include hot links to the pages you evaluate.

5.14 Evaluating Web Pages (LO 5-3)

Verbs have “voice”: active and passive voice. Business communica-

tion generally prefers active voice because it is shorter and clearer.

A verb is active if the grammatical subject acts. Passive voice

occurs when the subject is acted upon by someone or something else.

Active: The man bought grapes at the store. Passive: The grapes were bought by the man at the store.

In the active voice, the subject— the man —is doing the action— bought. In the passive version, the grapes is the subject, yet it is the man, not the grapes, that is actually doing the action. It is harder for the reader to follow who or what did the action. In addition, it

takes more words to convey the same idea.

To change a passive voice construction into the active voice,

start by identifying who or what is doing the action. If no agent

(“by _____ ”) is present in the sentence, you will need to supply it.

A passive verb is usually accompanied by a helping verb, such as

is, are, or were. Rewrite the sentence by putting the actor in the role of subject and dropping the helping verb:

Passive: The plan was approved by our clients. Active: Our clients approved the plan. Passive: PowerPoint slides have been created. Active: Susan created the PowerPoint slides. Passive: It is desired that you back up your work daily. Active: Back up your work daily.

Active and Passive Voice

Polishing Your Prose

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Module 5 Designing Documents, Slides, and Screens 87

In business communication, active voice is usually better. How-

ever, passive voice is better in three situations:

1. Use passive voice to emphasize the object receiving the

action, not the agent.

Your order was shipped November 15.

The customer’s order, not the shipping clerk, is important.

2. Use passive voice to provide coherence within a paragraph.

A sentence is easier to read if “old” information comes at the

beginning of a sentence. When you have been discussing a

topic, use the word again as your subject even if that requires

a passive verb.

The bank made several risky loans in the late 1990s. These

loans were written off as “uncollectible” in 2002.

Using loans as the subject of the second sentence provides a link between the two sentences, making the paragraph as a

whole easier to read.

3. Use passive voice to avoid assigning blame.

The order was damaged during shipment.

An active verb would require the writer to specify who damaged the order. The passive here is more tactful.

Exercises

Identify whether the passives in the following sentences are accept-

able or whether the verb should be changed to active.

1. A mistake cost company several thousand dollars.

2. Two dozen résumés were reviewed by the hiring committee.

3. Rules for using the company posted on the door.

4. The final report was written Jessica Malone and Dylan Toshi.

5. It is recommended that employees keep all personal items

locked drawers to discourage theft.

6. Files are kept on the third floor the Accounting Department.

7. A second set of tablet PCs was purchased by the IT Depart-

ment backup.

8. The campaign is predicted by be a great success in Asia.

9. Apps were created for our customers to access their accounts

with a smartphone.

10. Emily, Candice, and Ruben nominated by the awards commit-

tee for Employee of the Month.

Check your answers to the odd-numbered exercises at the back of the book.

Unit 1 Cases for Communicators Old Navy Taken to School

Proofreading—checking for and correcting typographical errors—

is the final step in the writing process. While always an integral

part of writing, it is of particular importance if the finished prod-

uct will be mass produced. Beyond checking a message for errors,

however, writers also must make sure it gets sent to its intended

audience.

Take the case of clothing retailer Old Navy, which won a lucra-

tive deal to produce T-shirts for 70 colleges and universities, such

as Duke, Syracuse, Notre Dame, the University of Texas, and the

University of Southern California. The shirts feature each insti-

tution’s name and mascot, along with the phrase “Let’s go!” The

problem is that the required apostrophe was left out. Hundreds of

thousands of shirts with the error were shipped out before anyone

caught the mistake.

Old Navy executives want to reprint the T-shirts with the

correction, but at least one institution, Syracuse, wants to

know who approved the copy before it was printed. Some

college officials and alumni are embarrassed that their insti-

tution of higher learning is now associated with the mistake.

In addition, the error has gone viral, resulting in tweets such

as “Pains my English major heart” and “Why graphic design-

ers need proofreaders,” as well as other negative publicity for

the company.

The cost to reprint the T-shirts alone will be in the thousands

of dollars, but the company also stands to lose future customers

from the mistake. The reprinted shirts may also make it to stores

too late for the current sports season, defeating the purpose of the

campaign in the first place.

Individual Activity

Choose one of the following:

a. Imagine you are the communications manager at Old Navy.

Your task is to write an apology letter to the college or uni-

versity affected by the error. (You may choose which college

or university.) Because the letter is an important part of your

company’s effort to restore customer confidence by mending

relationships, the vice president of communications will be

reviewing the message before it is sent.

In addition to accepting full responsibility for the error, your

company will take actions to underscore its commitment to good

customer service:

1. Developing a strategy to improve editing and reduce the

potential for errors.

2. Explaining how your company will settle this matter. (The

company has agreed to pay for the offers to affected parties

outlined in b.)

b. Imagine you are the marketing manager for the college or uni-

versity. It is your task to write a letter of apology to the institu-

tion’s Board of Trustees, whose members may be embarrassed

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88 Unit One Building Blocks for Effective Messages

by the publicity about the error. Because the letter will be such

an important part of the company’s effort to restore customer

confidence, the institution’s president will review the message

before it is sent.

Old Navy has ordered the shipments of shirts with the error

returned, but there is the possibility that some shirts have already

sold or that retailers will keep them in hopes that they become col-

lector’s items. To reduce the possibility of continued embarrass-

ment over the error as well as to demonstrate a commitment to

good customer service, the company will:

1. Offer a 20% discount on a future wholesale order for a shipment

returned in its entirety.

2. Offer a $2 credit on future merchandise orders for each shirt that is

returned in the event some shirts have already sold or are missing.

Before you write either letter, you will need to carefully analyze

this communication problem. Use PAIBOC to make sure that you

understand the purpose, audience, and situation.

P: What is the purpose of this letter? (Remember, there may be more than one!)

A: Who are the initial, primary, gatekeeper, secondary, and watchdog audiences for my letter?

I: What information should my letter include? B: What benefits for the reader can I highlight? O: What objections should I expect? C: How will the context affect reader response?

Write your thoughts down so you can refer to them later. Be

thorough in your answers.

Group Activity

As the communications manager at Old Navy, you have been given

the task of developing a “Best Practices” program to establish good

revising, editing, and proofreading habits among employees. After

you have created the plan, you will submit it to the owners of the

company, who will review it before instituting it.

With your fellow managers, develop an outline of this new

program. In the plan, explain why revising, editing, and proof-

reading are important; what the best practices are; and how

employees can effectively implement these best practices in their

own work.

Consider the following questions:

• What critical communication elements need to be applied?

• How can employees learn to provide quality feedback?

• How important is quality feedback in the writing process?

• What is cycling?

• What specific steps are involved in editing and proofreading a

document?

• What is thorough revision? What is light revision?

• How will readers benefit from your improved strategy?

Include any other tips that you, as experts, can offer to your

audience.

Sources: Piper Weiss, “Grammar Fail on Old Navy’s College T-Shirts. Uh Oh . . . ,” August 23, 2011, http://shine.yahoo.com/event/fallfashion/

grammar-fail-on-old-navys-college-tshirts-uh-oh-2531551/ ; and Andrea

Chang, “Old Navy Reprinting Erroneous School T-Shirts,” The Los Angeles Times, August 25, 2011, http://articles.latimes.com/2011/aug/25/ business/la-fiold-navy-20110825 .

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2 Creating Goodwill

Module 8 Reader Benefits Module 7 Positive Emphasis Module 6 You-Attitude

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90

You-Attitude

LEARNING OBJECTIVES

Y ou-attitude is a style of writing that

• Looks at things from the reader’s point of view.

• Respects the reader’s intelligence.

• Protects the reader’s ego.

• Emphasizes what the reader wants to know.

You-attitude is a concrete way to show empathy (◀◀ p. 24) and the foundation of persuasion.

You-attitude is a matter of style. That is, revisions for you-attitude do not change the basic mean-

ing of the sentence. However, revising for you-attitude often makes sentences longer since sentences

become more specific.

Often, we can create you-attitude by changing words. Sometimes, however, it’s necessary to revise

organization and content as well as style to create the best document.

LO 6-1 Apply strategies for you-attitude use.

LO 6-2 Compare and contrast situations for you use.

LO 6-3 Apply strategies for goodwill creation with you-attitude.

LO 6-4 Apply strategies for point-of-view adaptation.

Module 6 focuses on the importance of you-attitude in business communication. After completing the

module, you should be able to

Module

6

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Module 6 You-Attitude 91

How do I create you-attitude in my sentences?

▶ Talk about the reader—except in negative situations.

To create you-attitude,

1. Talk about the reader, not about yourself.

2. Refer to the reader’s request or order specifically.

3. Don’t talk about feelings, except to congratulate or offer sympathy.

4. In positive situations, use you more often than I. Use we when it includes the reader. 5. Avoid you in negative situations.

1. Talk about the Reader, Not about Yourself

Readers want to know how they benefit or are affected. When you provide this informa-

tion, you make your message more complete and more interesting.

Lacks you-attitude: I have negotiated an agreement with Apex Rent-a-Car that gives you a dis- count on rental cars.

You-attitude: As a Sunstrand employee, you can now get a 20% discount when you rent a car from Apex.

Any sentence that focuses on the writer’s work or generosity lacks you-attitude, even

if the sentence contains the word you. Instead of focusing on what we are giving the reader, focus on what the reader can now do. To do that, you may need to change the

grammatical subject.

Lacks you-attitude: We are shipping your order of September 21 this afternoon. You-attitude: The two dozen CorningWare starter sets you ordered will be shipped this

afternoon and should reach you by September 28.

Emphasize what the reader wants to know. The reader is less interested in when we

shipped the order than in when it will arrive. Note that the phrase “should reach you by”

leaves room for variations in delivery schedules. If you can’t be exact, give your reader

the information you do have: “UPS shipment from California to Texas normally takes

three days.” If you have absolutely no idea, give the reader the name of the carrier, so the

reader knows whom to contact if the order doesn’t arrive promptly.

LO 6-1

In 2008, drugstore giant

Walgreen announced plans

to open pharmacies and

operate health centers at

work sites throughout the

U.S., bringing services to

busy customers rather than

the other way around. The

company purchased I-trax,

Inc., and Whole Health

Management, two companies

that collectively ran 350 health

centers at corporate offices.

The company further identified

more than 7,600 office sites

with 1,000 or more employees

that could support similar

centers. The result is Take

Care Clinics, part of a wholly

owned subsidiary of Walgreen.

Looking at things from the

customer’s point of view is

helping Walgreen and other

companies transform health

services.

Source: Amy Merrick, “How Walgreen Changed Its Prescription

for Growth,” The Wall Street

Journal, March 19, 2008, B1;

and Take Care Clinic at Select

Walgreens website (“About Us”),

downloaded on February 12, 2010,

at http://www.takecarehealth.com/

about/?tab=tc_about_us .

Me-attitude can make you seem pompous and self-serving.

MARVIN © 1999 NAS. North America Syndicate. Reprinted by permission.

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92 Unit Two Creating Goodwill

2. Refer to the Reader’s Request or Order Specifically

Refer to the reader’s request, order, or policy specifically, not as a generic your order or your policy. If your reader is an individual or a small business, it’s friendly to specify the content of the order. If you’re writing to a company with which you do a great deal of

business, give the invoice or purchase order number.

Lacks you-attitude: Your order . . . You-attitude (to individual): The desk chair you ordered You-attitude (to a large store): Your invoice #783329

3. Don’t Talk about Feelings, Except to Congratulate or Offer Sympathy

Lacks you-attitude: We are happy to extend you a credit line of $5,000. You-attitude: You can now charge up to $5,000 on your American Express card.

In most business situations, your feelings are irrelevant and should be omitted. The

reader doesn’t care whether you’re happy, bored stiff at granting a routine application,

or worried about granting so much to someone who barely qualifies. All the reader cares

about is the situation from his or her point of view.

It is appropriate to talk about your own emotions in a message of congratulation or condolence.

You-attitude: Congratulations on your promotion to district manager! I was really pleased to read about it.

You-attitude: I was sorry to hear that your father died.

In internal memos, it may be appropriate to comment that a project has been gratifying

or frustrating. In the letter of transmittal that accompanies a report, it is permissible to talk

about your feelings about doing the work. But even other readers in your own organization

are primarily interested in their own concerns, not in your feelings.

Don’t talk about the reader’s feelings, either. It can be offensive to have someone else

tell us how we feel—especially if the writer is wrong.

Lacks you-attitude: You’ll be happy to hear that Open Grip Walkway Channels meet OSHA requirements.

You-attitude: Open Grip Walkway Channels meet OSHA requirements.

Maybe the reader expects that anything you sell would meet government regulations

(OSHA—the Occupational Safety and Health Administration—is a federal agency). The

reader may even be disappointed if he or she expected higher standards. Simply explain the

situation or describe a product’s features; don’t predict the reader’s response.

When you have good news for the reader, simply give the good news.

Lacks you-attitude: You’ll be happy to hear that your scholarship has been renewed. You-attitude: Congratulations! Your scholarship has been renewed.

4. In Positive Situations, Use You More Often than I. Use We When It Includes the Reader

Talk about the reader, not you or your company.

Lacks you-attitude: We provide health insurance to all employees. You-attitude: You receive health insurance as a full-time Procter & Gamble employee.

Most readers are tolerant of the word I in e-mail messages, which seem like conver- sation. Edit paper documents to use I rarely if at all. I suggests that you’re concerned about personal issues, not about the organization’s problems, needs, and opportunities.

We works well when it includes the reader. Avoid we if it excludes the reader (as it would

Instant Replay

Definition of You-Attitude

You-attitude is a style of writing that

• Looks at things from the

reader’s point of view.

• Respects the reader’s

intelligence.

• Protects the reader’s ego.

• Emphasizes what the reader

wants to know.

I R

Definition of

The word company has

the same root as the word

companion: both come from

the Latin words for eating

bread together.

Site to See

Go to

www.quality.nist.gov

You-attitude, positive

emphasis, and bias-free

language build goodwill with

words, just as service, quality,

and reliability build goodwill

with actions. The Baldrige

National Quality Program

encourages and recognizes

quality in U.S. businesses.

Go to

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Module 6 You-Attitude 93

in a letter to a customer or supplier or as it might in a memo about what we in manage- ment want you to do).

5. Avoid You in Negative Situations

To avoid blaming the reader, use an impersonal expression or a passive verb. Talk about the

group to which the reader belongs so readers don’t feel they’re singled out for bad news.

Lacks you-attitude: You failed to sign your check. You-attitude (impersonal): Your check arrived without a signature. You-attitude (passive): Your check was not signed.

Impersonal constructions omit people and talk only about things. Passive verbs describe the action performed on something, without necessarily saying who did it.

(▶▶ See Module 16 for a full discussion of passive verbs.) In most cases, active verbs are better. But when your reader is at fault, passive verbs

may be useful to avoid assigning blame.

Normally, writing is most lively when it’s about people—and most interesting to read-

ers when it’s about them. When you have to report a mistake or bad news, however, you

can protect the reader’s ego by using an impersonal construction, one in which things, not

people, do the acting.

Lacks you-attitude: You made no allowance for inflation in your estimate. You-attitude (passive): No allowance for inflation has been made in this estimate. You-attitude (impersonal): This estimate makes no allowance for inflation.

Goodwill comes in many forms.

Whitlowe R. Green spent a

lifetime teaching students the

value of economics—and living

a frugal life that included buying

expired meat and secondhand

clothes. When he passed

away in 2002, the 88-year-old

willed $2.1 million to his alma

mater, Prairie View A & M

University, for scholarships, the

largest single-donor gift in the

institution’s history.

A University of California,

Berkeley, study suggests

couples who use inclusive

language, such as we and our

rather than I or me, are more

likely to have greater affection

and less physiological stress

during a disagreement.

Source: Rachel Rettner, “Couples Who Say ‘We’ Fare Better in

Fights,” LiveScience, February 3,

2010, http://www.livescience.com/

culture/couples-we-words-100203.

html .

A study sure to provoke strong

feelings found a link among

prejudices, low intelligence,

and social conservatism,

suggesting, among other

things, that anti-prejudice

campaigns that expect

participants to see things

from another person’s point

of view may be too difficult to

handle for people with low IQs.

As researchers suspected,

low intelligence in childhood

corresponded with racism

in adulthood. Still, they are

quick to point out that drawing

sweeping conclusions from

the study is unwise. Said lead

researcher Gordon Hodson:

“There are multiple examples

of very bright conservatives

and not-so-bright liberals,

and many examples of very

principled conservatives and

very intolerant liberals.”

Source: Stephanie Pappas, “Low

IQ & Conservative Beliefs Linked to

Prejudice,” Live Science, January

26, 2012, http://www.livescience

.com/18132-intelligence-social-

conservatism-racism.html .

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94 Unit Two Creating Goodwill

A purist might say that impersonal constructions are illogical: An estimate, for example,

is inanimate and can’t “make” anything. In the pragmatic world of business writing, how-

ever, impersonal constructions often help you convey criticism tactfully.

When you restrict the reader’s freedom, talk about the group to which the reader belongs

rather than about the reader as an individual.

Lacks you-attitude: You must get approval from the director before you publish any articles or memoirs based on your work in the agency.

You-attitude: Agency personnel must get approval from the director to publish any articles or memoirs based on their work at the agency.

Does you-attitude basically mean using the word you?

▶ No.

All messages should use you-attitude, but the words to achieve it will change depending

on the situation.

• In a positive message, focus on what the reader can do. “We give you” lacks you-attitude

because the sentence focuses on what we are doing.

• Avoid you when it criticizes the reader or limits the reader’s freedom. • In a job application letter, create you-attitude by showing how you can help meet the

reader’s needs, but keep the word you to a minimum (▶▶ Module 28).

I’ve revised my sentences. Do I need to do anything else?

▶ Check content and organization, too.

▶ Emphasize what the reader wants to know.

Good messages apply you-attitude beyond the sentence level by using content and organi-

zation as well as style to build goodwill.

To create goodwill with content,

• Be complete. When you have lots of information to give, consider putting some details

in an appendix that may be read later.

• Anticipate and answer questions the reader is likely to have.

• When you include information the reader didn’t ask for, show why it is important.

• Show readers how the subject of your message affects them.

To organize information to build goodwill,

• Put information readers are most interested in first.

• Arrange information to meet your reader’s needs, not yours.

• Use headings and lists so that the reader can find key points quickly.

Consider the letter in Figure 6.1 . As the red marginal notes indicate, many individual

sentences in this letter lack you-attitude. The last sentence in paragraph 1 sounds both

harsh and defensive; the close is selfish. The language is stiff and filled with outdated

jargon. Perhaps the most serious problem is that the fact most interesting to the reader is

buried in the middle of the first paragraph. Since we have good news for the reader, we

should put that information first.

LO 6-2

LO 6-3

When executive Greg Smith

resigned from Goldman Sachs,

he criticized the firm for ignoring

the best interests of clients.

He wrote that employees

referred to them as “muppets”

and junior analysts commonly

asked, “How much money

did we make off the client?”

Smith’s disgust at the firm’s

me-centered culture was

revealed in a scathing editorial

published in The New York Times.

Source: Greg Smith, “Why I Am Leaving Goldman Sachs,” The New

York Times, March 14, 2012, http://

www.nytimes.com/2012/03/14/

opinion/why-i-am-leaving-goldman-

sachs.html?_r=1&pagewanted=all

%3Fsrc%3Dtp&smid=fb-share .

Instant Replay

Five Ways to Create

You-Attitude

1. Talk about the reader, not

about yourself.

2. Refer to the reader’s

request or order specifically.

3. Don’t talk about feelings,

except to congratulate or

offer sympathy.

4. In positive situations, use you

more often than I. Use we

when it includes the reader.

5. Avoid you in negative

situations.

I R

Five Ways to

Instant Replay

Definitions of Impersonal

Constructions

Impersonal constructions omit people and talk only about things.

Passive verbs describe the action performed on

something, without necessarily

saying who did it.

I R

Definitions o

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Module 6 You-Attitude 95

Site to See

Go to

www.leadershipcharacter. com/eq_quiz2.htm

to assess your Emotional

Intelligence.

Go to Fixing individual sentences could improve the letter. However, it really needs to be

rewritten. Figure 6.2 shows a possible revision. The revision is clearer, easier to read, and

friendlier.

When you have negatives, third-person is better you-attitude than second-person

because third-person shows that everyone is being treated the same way.

Figure 6.1 A Letter Lacking You-Attitude

December 11, 2012

Ms. Carol McFarland

Rollins Equipment Corporation

18438 East Night Hawk Way

Phoenix, AZ 85043-7800

Dear Ms. McFarland:

We are now ready to issue a check to Rollins Equipment in the amount of $14,207.02. To

receive said check, you will deliver to me a release of the mechanic's liens in the amount of

$14,207.02.

Before we can release the check, we must be satisfied that the release is in the proper form.

We must insist that we be provided with a stamped original of the lien indicating the

document number in the appropriate district court where it is filed. Also, either the release

must be executed by an officer of Rollins Equipment, or we must be provided with a letter

from an officer of Rollins Equipment authorizing another individual to execute the release.

Please contact the undersigned so that an appointment can be scheduled for this

transaction.

Sincerely,

Kelly J. Pickett

Leg alis

ticNot

you -

atti tud

e

Focuses on negative Sounds dictatorial

Lacks you-attitude

Hard to read, remember

Jargon

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96 Unit Two Creating Goodwill

Figure 6.2 A Letter Revised to Improve You-Attitude

December 11, 2012

Ms. Carol McFarland Rollins Equipment Corporation 18438 East Night Hawk Way Phoenix, AZ 85043-7800

Dear Ms. McFarland:

Let's clear up the lien in the Allen contract.

Rollins will receive a check for $14,207.02 when you give us a release for the mechanic's lien of $14,207.02. To assure us that the release is in the proper form,

1. Give us a stamped original of the lien indicating the document's district court number, and

2. Either a. Have an officer of Rollins Equipment sign the release or b. Give us a letter from a Rollins officer authorizing someone else to sign the release.

Call me to tell me which way is best for you.

Sincerely,

Kelly J. Pickett Extension 5318

Focu ses

on w hat

read er

gets

Emphasiz es

reader's choice

Extension number m

akes

it easy fo r reader t

o phone.

List m akes i

t

easy t o see

that

reader needs

to do two

things —and

that

the se cond c

an

be don e in

two wa ys.

Sta rts

wit h

m ain

po int

fro m t

he

rea

der 's p

oin t o

f vi ew

450 INDUSTRIAL PARK CLEVELAND, OH 44120 (216) 555-4670 FAX: (216) 555-4672

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97

Seeing another point of view means more than observing and

sympathizing. It also means empathizing—putting yourself “in

the other person’s shoes.”

How? Start with shared experiences. A professor thought a

student who dozed in his class was being rude. Some of her

classmates did, too. But then the professor recalled how he’d

worked his way through college. Many students today have

full-time jobs, he knew, and the professor noticed this student

often wore green medical togs.

Instead of taking offense, the professor met with the student

and discovered she frequently came to his class from a double

shift at the local hospital. She simply was exhausted, as he often

had been. He helped her transfer to another course section so

she could sleep before class. She finished the term with high

marks and even took a class with him later.

Resolving conflicts often requires empathy. To learn to

look beyond your own point of view, think of a situation where

you were misunderstood. How did you feel? What resources

of yours—time, money, and emotional energy—were wasted?

What did you want from the other person?

Now, turn it around. How might the other person answer the

same questions? What could you have given? The points where

concerns overlap are opportunities for compromise.

Resist the temptation to put your needs ahead of others’.

Instead, remember that all business is exchange, a form of com-

promise. Learning to see another point of view is the first step

toward a successful exchange.

Many companies want employees who can empathize. To

prepare for her role in overseeing the operations of McDonald’s

China at the 2008 Olympic Games in Beijing, Shantel Wong

completed a nine-month training program, learning every

aspect of restaurant practice, including filling orders, flipping

burgers, and cleaning toilets.

Even if she never works another deep fryer again, Wong

knows what it takes, as well as what her employees go through

daily. She also understands how they can make the customers’

dining experiences even better.

RunPee.com empathized with moviegoers seeking timely

restroom breaks and now gets 3,000 to 6,000 visitors daily. The

site’s slogan: “Helping your bladder enjoy going to the movies

as much as you do.”

Some researchers believe that “emotional intelligence,” or

EQ, is a predictor of success in life. Daniel Goleman, whose

bestseller Emotional Intelligence helped popularize the con- cept, found that “self-awareness, self-discipline, persistence,

and empathy were more important than intelligence in getting

ahead in life.” In his follow-up, Working with Emotional Intel- ligence, he argued that EQ was more important than intellect or technical skill for success on the job. Key to building healthy

relationships with clients, customers, and co-workers is seeing

another point of view.

Sources: Normandy Madden, “CMO Training for the Olympics by Flipping Burgers, Cleaning Toilets,” Advertising Age, June 20, 2005, 30; Jake Coyle, “Web Site Helps Time Mid-Movie Bathroom Breaks,”

downloaded July 27, 2009, at http://news.yahoo.com/s/ap/20090731/

ap_on_en_mo/us_film_bathroom_breaks ; and Mary Vanac, “Will You Let

Me Help You Find a Solution ?” The Cleveland Plain Dealer, August 13, 2007, downloaded at www.cleveland.com/business/plaindealer/index.ssf?/

base/other/1186995109169780.xml&coll=2&thispage=1 .

Building a Critical Skill

Seeing Another Point of View LO 6-4

McDonald’s China executive

Shantel Wong’s intensive

training helps her to see other

points of view.

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98 Unit Two Creating Goodwill

Summary of Learning Objectives

• To create you-attitude in sentences, (LO 6-1) 1. Talk about the reader, not about yourself.

2. Refer to the reader’s request or order specifically.

3. Don’t talk about feelings, except to congratulate or offer

sympathy.

4. In positive situations, use you more often than I. Use we when it includes the reader.

5. Avoid you in negative situations. • Apply you-attitude beyond the sentence level by using organi-

zation, content, and layout as well as style to build goodwill.

(LO 6-2) • To create goodwill with content, (LO 6-3) • Be complete.

• Anticipate and answer likely questions from readers.

• Show why information is important if the reader didn’t ask

for it.

• Show readers how the message subject affects them.

• To organize information with goodwill,

• Put information readers are most interested in first.

• Arrange information to meet your reader’s needs.

• Use headings and lists.

• Seeing another point of view means putting yourself “in the

other person’s shoes.” (LO 6-4) • Use empathy. • Think of a situation where you were misunderstood.

• Resist the temptation to put your needs ahead of

others’.

Assignments for Module 6

6.1 What is you-attitude? (LO 6-1)

6.2 How can you create you-attitude within sentences? (LO 6-1)

6.3 How can you create you-attitude beyond the sentence level? (LO 6-2, LO 6-3)

Questions for Comprehension

6.4 Can you think of situations in which the five strategies would not create you-attitude? If so, how would you create you-attitude in those situations? (LO 6-1, LO 6-2)

6.5 Why do sentences starting “We give you” lack you- attitude? (LO 6-1, LO 6-2)

6.6 Think of a time when you felt a business cared about you. What words or actions made you feel that way? (LO 6-1, LO 6-2)

6.7 Why doesn’t the word you always create you-attitude? (LO 6-2)

Questions for Critical Thinking

Revise these sentences to improve you-attitude. Eliminate

any awkward phrasing. In some cases, you may need to add

information to revise the sentence effectively.

1. I know you will appreciate the enclosed special mem-

bership pricing.

2. Because Pinnacle Marketing is a leader in online pro-

motion, we can offer the best and the brightest talent to

our customers.

3. We are pleased to make this limited-time offer available

to our audience.

4. As president and CEO, I personally guarantee our prod-

ucts are the best on the market.

5. We have no doubt that you will not find a better deal

anywhere else.

6. I hope that you will take the time to visit one of our

neighborhood locations close to you.

6.9 Improving You-Attitude (LO 6-1, LO 6-2)

Revise each of these sentences to improve you-attitude,

first using a passive verb, then using an impersonal con-

struction (one in which things, not people, do the action).

Are both revisions equally good? Why or why not?

1. You did not park your car in the appropriate lot.

2. You did not turn in the correct receipts for reimbursement.

3. Because of your error, you cost this company $14,000 in

extra charges.

4. You did not provide a portfolio showing relevant work

samples for this job.

5. You did not submit your weekly report on time to your

supervisor.

Exercises and Problems

6.8 Using Passives and Impersonal Constructions to Improve You-Attitude (LO 6-1)

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Module 6 You-Attitude 99

Identify three sentences that use (or should use) you-

attitude in documents you see as a worker, consumer, or

student. If the sentences are good, write them down or

attach a copy of the document(s) marking the sentence(s)

in the margin. If the sentences need work, provide both the

original sentence and a possible revision.

As Your Instructor Directs,

a. Share your examples with a small group of students.

b. Write a memo to your instructor discussing your

examples.

c. Post an e-mail message to the class discussing your

examples.

d. Present two or three of your examples to the class in a

short presentation.

e. With your small group, write a collaborative short

report to your instructor about the patterns you see.

6.12 Evaluating You-Attitude in Documents that Cross Your Desk (LO 6-1 to LO 6-4)

7. You will be pleased to know that a refund check is being

sent to you.

8. In the next few weeks, the company will offer wellness

seminars to encourage better lifestyle choices.

9. Since you were late to the meeting, we assigned you to

help with recruiting, the job nobody else wanted.

10. Thanks to your costly mistake, the company lost

$34,000 on the deal.

Revise these sentences to improve you-attitude. Eliminate

any awkward phrasing. In some cases, you may need to add

information to revise the sentence effectively.

1. The management provides a generous package of ben-

efits for all of its employees to enjoy.

2. You will no doubt be pleased to know that we have

decided to give you a refund.

3. Though you seem less qualified than the other candi-

dates, we’ve decided to offer you the job anyway.

4. This letter you wrote has so many typos I’m beginning

to regret hiring you.

5. Expect our phone call on or about October 3 to schedule

an appointment with our delivery person.

6. We assume even someone of your limited experience

can understand the need for discretion in our business.

7. If you do not turn in your time card punctually, you will

not receive your paycheck.

8. I saw the job posting you wrote and quite frankly I’m

surprised that anyone even bothered to answer it.

9. All of my employees must share my attitude about

serving the customer first—anything less will not be

tolerated by me.

10. I can’t understand why you complain so much here. It’s

as though you don’t really want to work for me.

6.10 Improving You-Attitude (LO 6-1, LO 6-2)

Revise the following memo to improve you-attitude.

6.11 Revising a Memo for You-Attitude (LO 6-1 to LO 6-3)

Subject: Status of Building Renovations

We are happy to announce that the renovation of the lobby is not behind schedule. By Monday, October 9,

we should be ready to open the west end of the lobby to limited traffic.

The final phase of the renovation will be placing a new marble floor in front of the elevators. This work will

not be finished until the end of the month.

We will attempt to schedule most of the work during the evenings so that normal business is not disrupted.

Please exercise caution when moving through the construction area. The floor will be uneven and steps will

be at unusual heights. Watch your step to avoid accidental tripping or falling.

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100 Unit Two Creating Goodwill

With an apostrophe, it’s is a contraction meaning it is. Without an apostrophe, its is a possessive pronoun meaning belonging to it.

Contractions always use apostrophes:

It is → it’s I have → I’ve You will → you’ll They are → they’re

Possessive pronouns (unlike possessive nouns) do not use

apostrophes:

His / hers / its

My / mine / our / ours

Your / yours

Their / theirs

Because both it’s and its sound the same, you have to look at the logic of your sentence to choose the right word. If you could sub-

stitute it is, use it’s. Decide whether to use contractions (such as it’s, they’re, you’re,

we’re, should’ve, and so forth) based on audience, purpose, and organizational culture. Some audiences find contractions too infor-

mal; others find a lack of contractions off-putting or unfriendly. If

the purpose of your document is to persuade while being casual,

then contractions make sense. If, however, documents have sig-

nificant legal ramifications, contractions may seem flip. Your

organization may have its own conventions, too—check past

correspondence to see what is preferred.

In general, more formal documents such as résumés and long

research reports use few (or no) contractions. Contractions are often

OK in e-mail, memos, and letters in which you want a conversa-

tional tone, such as a fund-raising letter for the local animal shelter.

Exercises

Choose the right word in the set of brackets.

1. [It’s/Its] a good idea to keep paper copies of documents, as

electronic files can be lost or corrupted.

2. Halle told us [it’s/its] going to be at least five business days

before we can expect a reply to our Singapore proposal.

3. Though the app has been thoroughly tested, [it’s/its] a good

idea to test it one more time, just to be certain.

4. Because the Halloran Company values innovation, [it’s/its]

vital that creative people have the opportunity to realize their

potential there.

5. Each department should make sure [it’s/its] personnel files are

kept confidential.

6. We believe [it’s/its] a sign of good faith that our customers

have stayed with us in tough economic times.

7. Patel and Associates is dedicated to making sure [it’s/its]

clients receive the best service possible.

8. In her keynote address, Sophia told us that an organization is

strong only because [it’s/its] employees are strong.

9. While [it’s/its] impossible to be prepared for all emergencies,

[it’s/its] prudent to have a general disaster plan.

10. To keep up with [it’s/its] competition, a company needs

to make certain [it’s/its] social networking pages are kept

up-to-date.

Check your answers to the odd-numbered exercises at the back of the book.

It’s/Its

Polishing Your Prose

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101

S ome negatives are necessary.

• Straightforward negatives build credibility when you have bad news to give the reader: announce-

ments of layoffs, product defects and recalls, price increases.

• Negatives may help people take a problem seriously. Wall Data improved the reliability of its

computer programs when it eliminated the term bugs and used instead the term failures.

• In some messages, such as negative performance appraisals, your purpose is to deliver a rebuke

with no alternative. Even here, avoid insults or attacks on the reader’s integrity or sanity. Being

honest about the drawbacks of a job reduces turnover.

• Sometimes negatives create a “reverse psychology” that makes people look favorably at your

product. Rent-a-Wreck is thriving. (The cars really don’t look so bad.) 1

But in most situations, it’s better to be positive. Researchers Annette N. Shelby and N. Lamar

Reinsch, Jr., found that businesspeople responded more positively to positive rather than to negative

language and were more likely to say they would act on a positively worded request. 2 Martin Selig-

man’s research for Met Life found that optimistic salespeople sold 37% more insurance than pes-

simistic colleagues. As a result, Met Life began hiring optimists even when they failed to meet the

company’s other criteria. These “unqualified” optimists outsold pessimists 21% in their first year and

57% the next. 3

LO 7-1 Apply strategies for positive emphasis use.

LO 7-2 Analyze situations for ethical positive emphasis.

LO 7-3 Explain reasons for tone, politeness, and power

considerations.

LO 7-4 Identify situations for apologies.

As Module 7 shows, positive emphasis builds goodwill and is better in most business messages than

negative emphasis. After completing the module, you should be able to

LEARNING OBJECTIVES

Positive Emphasis 7

Module

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102 Unit Two Creating Goodwill

Positive emphasis is a way of looking at things. Is the bottle half empty or half full?

You can create positive emphasis with the words, information, organization, and layout

you choose.

How do I create positive emphasis? LO 7-1

▶ Deemphasize or omit negative words and information.

The following five techniques deemphasize negative information:

1. Avoid negative words and words with negative connotations.

2. Focus on what the reader can do rather than on limitations.

3. Justify negative information by giving a reason or linking it to a reader benefit.

4. If the negative is truly unimportant, omit it.

5. Put the negative information in the middle and present it compactly.

In some messages, especially negative ones (▶▶ Module 11), you won’t use all five techniques. Practice each of these techniques so that you can use them when they’re

appropriate.

1. Avoid Negative Words and Words with Negative Connotations

Figure 7.1 lists some common negative words. If you find one of these words in a draft, try

to substitute a more positive word. When you must use a negative, use the least negative term that will convey your meaning.

The following examples show how to replace negative words with positive words.

Negative: We have failed to finish taking inventory. Better: We have n’t finished taking inventory. Still better: We will be finished taking inventory Friday. Negative: If you can’t understand this explanation, feel free to call me. Better: If you have further questions, just call me. Still better: Omit the sentence. (Readers aren’t shrinking violets. They’ll call if they do have

questions.)

Omit double negatives.

Negative: Do not forget to back up your disks. Better: Always back up your disks.

Happy U.S. states tend to be

ones that are wealthy, better

educated, and more tolerant,

according to research by the

University of Cambridge. Utah

scored the highest. Though

the differences in scores were

often marginal, well-being was

highest in the Mountain and

West Coast states and lowest

in the Midwest and Southern

states. A Gallup Poll, however,

found more Midwestern and

Western states represented

in the top 10 for happiness,

citing emotional health and

work environment among the

reasons for well-being. Hawaii

has topped the list three years

running.

Source: Jeanna Bryner, “Happiest States Are Wealthy and Tolerant,”

November 10, 2009, http://www.

livescience.com/culture/091110-

happy-states.html ; and Jeanna

Bryner, “ Happiest States: Hawaii

Moves into First Place,” February

16, 2010, http://news.yahoo.

com/s/livescience/20100216/

sc_livescience/happieststates

hawaiimovesintofirstplace ; and

Jeanna Bryner, “Happiest U.S.

States Revealed in New Poll,”

Fox News, February 28, 2012,

http://www.foxnews.com/

health/2012/02/28/happiest-us-

states-revealed-in-new-poll/. Figure 7.1 Negative Words to Avoid

afraid

anxious

avoid

bad

careless

damage

delay

delinquent

deny

difficulty

Some dis-words: disappoint

disapprove

dishonest

disinform

dissatisfied

eliminate

error

except

fail

fault

fear

hesitate

ignorant

ignore

impossible

Many in-words: inadequate

incomplete

inconvenient

injury

insincere

lacking

loss

Some mis-words: misfortune

missing

mistake

neglect

never

no

not

objection

problem

reject

sorry

terrible

trivial

trouble

wait

weakness

worry

wrong

Many un-words: unclear

unfair

unfortunate

unfortunately

unpleasant

unprepared

unreasonable

unreliable

unsure

Site to See

Go to

http://gimundo.com

for good news, positive stories,

and related videos.

Go to

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Even when rejecting someone or something, you should avoid harsh or insulting words.

Reprinted by permission of CartoonStock.com ,

www.cartoonstock.com .

Module 7 Positive Emphasis 103

When you must use a negative, use the least negative term that is accurate.

Negative: Your balance of $835 is delinquent. Better: Your balance of $835 is past due.

Getting rid of negatives has the added benefit of making what you write easier to under-

stand. Sentences with three or more negatives are very hard to understand. 4

Beware of hidden negatives : words that are not negative in themselves but become negative in context. But and however indicate a shift, so, after a positive statement, they are negative. I hope and I trust that suggest that you aren’t sure. Patience may sound like a virtue, but it is a necessary virtue only when things are slow. Even positives about a service

or product may backfire if they suggest that in the past the service or product was bad.

Negative: I hope this is the information you wanted. [Implication: I’m not sure.]

Better: Enclosed is a brochure about road repairs scheduled for 2013–14. Still better: The brochure contains a list of all roads and bridges scheduled for repair during

2013–14. Call Gwen Wong at 555–3245 for specific dates when work will start and

stop and for alternate routes.

Negative: Please be patient as we switch to the automated system. [Implication: you can expect problems.]

Better: If you have questions during our transition to the automated system, call Melissa Morgan.

Still better: You’ll be able to get information instantly about any house on the market when the automated system is in place. If you have questions during the transition, call

Melissa Morgan.

Negative: Now Crispy Crunch tastes better. [Implication: it used to taste terrible.] Better: Now Crispy Crunch tastes even better.

Removing negatives does not mean being arrogant or pushy.

Negative: I hope that you are satisfied enough to place future orders. Arrogant: I look forward to receiving all of your future business. Better: Call Mercury whenever you need transistors.

Optimism can be powerful

in helping a person achieve

his or her goals, but a lack

of optimism might also be a

hindrance—and a self-fulfilling

prophecy. A recent Gallup Poll

found that for the first time on

record, most Americans did

not believe that today’s young

people would have better lives

than their parents. The poll,

administered on and off since

1983, found that only 44%

of Americans thought things

would turn out better. How

such thinking may shape the

future, of course, remains to

be seen.

Source: Catherine Rampell, “Dimming Optimism for Today’s

Youth,” The New York Times, May

2, 2011, http://economix.blogs.

nytimes.com/2011/05/02/dimming-

optimism-for-todays-youth/?gwh=

354CD1DC224BF21C6B9B0A274

0E9E2AC .

Instant Replay

Five Ways to Create

Positive Emphasis

To deemphasize negative

information,

1. Avoid negative words

and words with negative

connotations.

2. Focus on what the reader

can do rather than on

limitations.

3. Justify negative information

by giving a reason or linking

it to a reader benefit.

4. If the negative is truly

unimportant, omit it.

5. Put the negative information

in the middle and present it

compactly.

I R

Five Ways to

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104 Unit Two Creating Goodwill

When you eliminate negative words, be sure to maintain accuracy. Words that are

exact opposites will usually not be accurate. Instead, use specifics to be both positive and

accurate.

Negative: The exercycle is not guaranteed for life. Not true: The exercycle is guaranteed for life. True: The exercycle is guaranteed for 10 years.

Negative: Customers under 60 are not eligible for the Prime Time discount. Not true: You must be over 60 to be eligible for the Prime Time discount. True: If you’re 60 or older, you can save 10% on all your purchases with RightWay’s

Prime Time discount.

Legal phrases also have negative connotations for most readers and should be avoided

whenever possible. The idea will sound more positive if you use conversational English.

Negative: If your account is still delinquent, a second, legal notice will be sent to you informing you that cancellation of your policy will occur 30 days after the date

of the legal notice if we do not receive your check.

Better: Even if your check is lost in the mail and never reaches us, you still have a 30-day grace period. If you do get a second notice, you will know that your payment

hasn’t reached us. To keep your account in good standing, stop payment on the first

check and send a second one.

2. Focus on What the Reader Can Do Rather than on Limitations

Sometimes positive emphasis is a matter of the way you present something: Is the glass

half empty or half full? Sometimes it’s a matter of eliminating double negatives. When

there are limits, or some options are closed, focus on the alternatives that remain.

Negative: We will not allow you to charge more than $1,500 on your VISA account. Better: You can charge $1,500 on your new VISA card. or: Your new VISA card gives you $1,500 in credit that you can use at thousands of

stores nationwide.

As you focus on what will happen, check for you-attitude (◀◀ p. 90). In the last example, “We will allow you to charge $1,500” would be positive, but it lacks you-attitude.

When you have a benefit and a requirement the reader must meet to get the benefit, the

sentence is usually more positive if you put the benefit first.

Some stores might say, “Put books you don’t

want here.” But Bookseller Joseph–Beth in

Lexington, Kentucky, uses positive emphasis.

Happiness and optimism may

have a good effect on your

heart, according to researchers

at Harvard University. While

scientists have known for

some time about the reverse

relationship—how depression,

for instance, can be bad for

the heart—less was known

about the influence of positive

thinking on the organ. When

it comes to financial issues,

however, too much optimism

may actually be a bad thing.

According to Duke University’s

Manju Puri and David T.

Robinson, extreme optimists

may avoid long-term savings or

paying off credit cards because

they think the economy will

always do better.

Sources: Anahad O’Connor, “Really? Optimism Reduces

the Risk of Heart Disease,”

The New York Times, April 23,

2012, http://well.blogs.nytimes.

com/2012/04/23/really-optimism-

reduces-the-risk-of-heart-disease/

?gwh=BADA807829DF77253E28

10F80B07EF6A ; and Alina Tugend,

“Lean Toward the Sunny Side, but

Don’t Overdo It,” The New York

Times, September 23, 2011, http://

www.nytimes.com/2011/09/24/

business/optimism-but-not-too-

much-can-be-good-for-you.

html?_r=1&pagewanted=all&gwh=

842BAB5DF37429951FDD485A9

E5C0A54 .

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Module 7 Positive Emphasis 105

Negative: You will not qualify for the student membership rate of $25 a year unless you are enrolled for at least 10 hours.

Better: You get all the benefits of membership for only $25 a year if you’re enrolled for 10 hours or more.

3. Justify Negative Information by Giving a Reason or Linking It to a Reader Benefit

A reason can help your reader see that the information is necessary; a benefit can suggest

that the negative aspect is outweighed by positive factors. Be careful, however, to make the

logic behind your reason clear and to leave no loopholes.

Negative: We cannot sell computer disks in lots of less than 10. Loophole: To keep down packaging costs and to help you save on shipping and handling

costs, we sell computer disks in lots of 10 or more.

Suppose the customer says, “I’ll pay the extra shipping and handling. Send me seven.”

If you can’t or won’t sell in lots of less than 10, you need to write:

Better: To keep down packaging costs and to help customers save on shipping and handling costs, we sell computer disks only in lots of 10 or more.

If you link the negative element to a benefit, be sure it is a benefit the reader will

acknowledge. Avoid telling people that you’re doing things “for their own good.” They

may have a different notion of what their own good is. You may think you’re doing custom-

ers a favor by limiting their credit so they don’t get in over their heads and go bankrupt.

They may feel they’d be better off with more credit so they could expand in hopes of mak-

ing more sales and more profits.

4. If the Negative Is Truly Unimportant, Omit It

Omit negatives entirely only when

• The reader does not need the information to make a decision.

• You have already given the reader the information and he or she has access to the

previous communication.

• The information is trivial.

The following examples suggest the kind of negatives you can omit:

Negative: A one-year subscription to PC Magazine is $49.97. That rate is not as low as the rates charged for some magazines.

Better: A one-year subscription to PC Magazine is $49.97. Still better: A one-year subscription to PC Magazine is $49.97. You save 43% off the newsstand

price of $87.78.

Negative: If you are not satisfied with Interstate Fidelity Insurance, you do not have to renew your policy.

Better: Omit the sentence.

5. Bury the Negative Information and Present It Compactly

The beginning and end are always positions of emphasis. Put negatives here only if you

want to emphasize the negative, as you may in a negative message (▶▶ Module 11). To deemphasize a negative, put it in the middle of a paragraph rather than in the first or last

sentence, in the middle of the message rather than in the first or last paragraphs.

When a letter or memo runs several pages, remember that the bottom of the first page is

also a position of emphasis, even if it is in the middle of a paragraph, because of the extra

white space of the bottom margin. (The first page gets more attention because it is on top

and the reader’s eye may catch lines of the message even when he or she isn’t consciously

Researchers Teresa Amabile

and Steven Kramer found

that happier people make

better workers. In a study

of nearly 12,000 electronic

diary entries from business

professionals, however,

they discovered a third were

unhappy, unmotivated, or

both, a situation exacerbated

by dwindling job resources

and security. With employees

more likely to have new ideas

on happier days, the cost

of lost productivity is high—

one estimate is $300 billion

annually in the U.S.

Sources: Teresa Amabile and Steven Kramer, “Do Happier People

Work Harder?” The New York

Times, September 3, 2011, http://

www.nytimes.com/2011/09/04/

opinion/sunday/do-happier-people-

work-harder.html ; and Teresa

Amabile and Steven Kramer, “Pro:

Bring on the Smiles, Count the

Profits,” Bloomberg Businessweek,

February 22, 2012, http://www.

businessweek.com/debateroom/

archives/2012/02/employee_

happiness_matters_more_than_

you_think.html .

Instant Replay

Definition of Hidden

Negatives

Hidden negatives are words

that are not negative in

themselves but become

negative in context.

I R

Definition of

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106

Using Positive Emphasis Ethically LO 7-2

Building a Critical Skill

The methods to achieve positive emphasis can be misused, so

be careful when using them.

Consider omission of necessary details.

Shannon Castillo played a local radio station’s weeklong

contest to win a Hummer H2 vehicle. When she showed up on

April 1 to collect her prize, she didn’t get the $60,000 vehicle

she expected. Instead, she received a remote-controlled toy rep-

lica. The station contended it was an April Fool’s Day joke and

that the winners weren’t promised the actual vehicle. A simi-

lar contest was held by a restaurant that promised employees

a “Toyota” for selling the most beer. When the winner came

forward, she was presented with a Star Wars character doll— her “toy Yoda.”

In both cases, full disclosure might have affected decisions:

Participants might have passed on the contests had they known

that the prize wasn’t what they expected. It isn’t ethical to omit

information that people need to make decisions. Lawsuits also

can occur from such practice.

Focusing on what the reader can do rather than on limita-

tions works when the situation is appropriate. People don’t

expect, for instance, to be congratulated for being able to

use their skills with another employer when, in fact, they’re

being fired.

Presenting information compactly also can go too far. A

credit card company mailed out a letter with the good news

that the minimum monthly payment was going down. But

a separate small flyer explained that interest rates (on the

charges not repaid) were going up. The print was far too small

to read: 67 lines of type were crowded into five vertical inches

of text.

The Federal Emergency Management Agency, or FEMA,

still reeling from criticism over its handling of the Hurricane

Katrina disaster, was further embarrassed when John P. “Pat”

Philbin, its external affairs director, staged a briefing with

FEMA staff members posing as reporters. They asked easy-to-

answer questions phrased in positive language. Authentic jour-

nalists were invited 15 minutes before the briefing and allowed

to listen through a conference call but not ask questions. At the

time, Philbin had already accepted a job with the Director of

National Intelligence. That offer was later rescinded.

Food manufacturers may substitute lesser-known ingredi-

ents for those that have negative connotations for some custom-

ers. Thus, shoppers avoiding sugar should be aware that corn syrup, high-fructose corn syrup, and white grape juice concen- trate may be euphemisms for the same.

Sources: Tim Molloy, “Woman Sues Over Radio Station’s Toy Hummer April Fools’ Prank,” July 13, 2005, downloaded at www.montereyherald.

com/mld/montereyherald/news/12124132.htm ; Reg Wydeven, “Radio

Giveaways End Up Taking Listeners for a Bad Ride,” July 23, 2005,

downloaded at www.wisinfo.com/postcrescent/news/archive/col_21850677.

shtml ; Donna S. Kienzler, “Visual Ethics,” The Journal of Business Communication 34 (1997): 175–76; Pamela Hess, “Former FEMA Spokesman Loses Spy Job,” downloaded at http://abcnews.go.com/Politics/

wireStory?id=3792287 on December 24, 2007; and Dan Shapley, “Don’t

Be Misled by These Food Label Tricks,” February 3, 2010. http://green.

yahoo.com/blog/daily_green_news/280/don-t-be-misled-by-these-food-

label-tricks.html .

reading it; the tops and bottoms of subsequent pages don’t get this extra attention.) If pos-

sible, avoid placing negative information at the bottom of the first page.

Giving a topic lots of space emphasizes it. Therefore, you can deemphasize negative

information by giving it as little space as possible. Give negative information only once

in your message. Don’t list negatives vertically on the page because lists take space and

emphasize material.

Why do I need to think about tone, politeness, and power? LO 7-3

▶ So you don’t offend people by mistake.

No one likes to deal with people who seem condescending or rude. Poorly chosen words

can create that sense, whether the sender “meant” to be rude or not. Tone is the implied attitude of the writer toward the reader. Tone is tricky because it interacts with power:

The words that might seem friendly from a superior to a subordinate may seem uppity if

used by the subordinate to the superior. Norms for politeness are cultural and generational.

Researchers Jacqueline

Mayfield and Milton Mayfield

found in their study at Texas

A&M University that total

effects showed for every 10%

increase in motivating language

to students, there was about a

3% decrease in absenteeism.

Source: Jacqueline Mayfield and Milton Mayfield, “The Role of

Leader Motivating Language in

Employee Absenteeism,” Journal of

Business Communication, October

2009, 46:4, 455–479.

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Module 7 Positive Emphasis 107

Language that is acceptable within one group may be unacceptable if used by someone

outside the group.

The desirable tone for business writing is businesslike but not stiff, friendly but not

phony, confident but not arrogant, polite but not groveling. The following guidelines will

help you achieve the tone you want.

• Use courtesy titles for people outside your organization whom you don’t know well. Most U.S. organizations use first names for everyone, whatever their age or rank. But

many people don’t like being called by their first names by people they don’t know or

by someone much younger. When you talk or write to people outside your organization,

use first names only if you’ve established a personal relationship. If you don’t know

someone well, use a courtesy title (▶▶ Module 9):

Dear Mr. Reynolds:

Dear Ms. Lee:

• Be aware of the power implications of the words you use. “Thank you for your cooperation” is generous coming from a superior to a subordinate; it’s not appropriate

in a message to your superior. Different ways of asking for action carry different levels

of politeness. 5

Order Turn in your time card by Monday.

(lowest politeness)

Polite order Please turn in your time card by Monday.

(midlevel politeness)

Indirect request Time cards should be turned in by Monday.

(higher politeness)

Question Would you be able to turn in your time card

(highest politeness) by Monday?

You need more politeness if you’re asking for something that will inconvenience the

reader and help you more than the person who does the action. Generally, you need

less politeness when you’re asking for something small, routine, or to the reader’s

benefit. Some discourse communities, however, prefer that even small requests be

made politely.

Lower politeness: To start the scheduling process, please describe your availability for meetings during the second week of the month.

Higher politeness: Could you let me know what times you’d be free for a meeting the second week of the month?

Higher levels of politeness may be unclear. In some cases, a question may seem like a

request for information to which it’s acceptable to answer, “No, I can’t.” In other cases, it

will be an order, simply phrased in polite terms. Generally, requests sound friendliest when

they use conversational language.

Poor tone: Return the draft with any changes by next Tuesday. Better tone: Let me know by Tuesday whether you’d like any changes in the draft.

• When the stakes are low, be straightforward. Messages that “beat around the bush” sound pompous and defensive.

Poor tone: Distribution of the low-fat plain granola may be limited in your area. May we suggest that you discuss this matter with your store manager.

Better tone: Our low-fat granola is so popular that there isn’t enough to go around. We’re expanding production to meet the demand. Ask your store manager to keep putting

in orders so that your grocery is on the list of stores that will get supplies when they

become available.

or: Store managers decide what to stock. If your store has stopped carrying our low-fat granola, the store manager has stopped ordering it. Talk to the manager. Managers

try to meet customer needs, so if you say something you’re more likely to get what

you want.

Resilience—the ability to

weather life’s stressors and

setbacks—plays an important

part in our success. In

Resilience: Why Things Bounce

Back, Andrew Zolli found that

most people are resilient and

often more than they think. The

key to resilience, he argues,

is mental attitude. Said Zolli,

who in the same year suffered

through the loss of a child,

death of business partner,

and mother’s diagnosis with a

serious illness, “If you believe

that the world is a meaningful

place, and you have a

meaningful place within it; if you

believe that you have agency

within the world, that your

actions have meaning . . . that

successes and failures are put

in your life to teach you things,

and that they’re not just random

acts of chance, then you

have a much higher degree of

resilience in the face of trauma.”

Source: Gregory M. Lamb, “Why Resilience Is the Key to Solving

21 st Century Problems,” The

Christian Science Monitor, July

20, 2012, http://www.csmonitor.

com/World/Making-a-difference/

Change-Agent/2012/0720/Why-

resilience-is-the-key-to-solving-

21st-century-problems .

Making a video apology?

Consultant Abbie Lundberg

advises, “Make the message

clear, look into the camera,

consider clothes and lighting,

and practice.” Such actions

might have improved BP CEO

Tony Hayward’s disastrous

YouTube apology for the Gulf

oil spill.

Source: David Rosenbaum, “Apologizing for Bad News? Be

Careful with the Video,” CFO, April

16, 2012, http://www3.cfo.com/

article/2012/4/technology_video-

executive-apologies-restatements .

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108 Unit Two Creating Goodwill

• When you must give bad news, consider hedging your statement. John Hagge and Charles Kostelnick have shown that auditors’ suggestion letters rarely say

directly that firms are using unacceptable accounting practices. Instead, they use

three strategies to be more diplomatic: specifying the time (“currently, the records

are quite informal”), limiting statements (“it appears,” “it seems”), and using

impersonal statements that do not specify who caused a problem or who will

perform an action. 6

What’s the best way to apologize? LO 7-4

▶ Early, briefly, and sincerely.

When you are at fault, you may build goodwill by admitting that fact forthrightly. In

some cases, laws now provide protection for workplace apologies. Ohio and 26 other

states, for instance, have “I’m sorry” laws that allow physicians to acknowledge mis-

takes without fear of lawsuits. 7 However, apologies may have negative legal implica-

tions, so some organizations prefer that apologies not be issued to customers or the

public. Think about your audience and the organizational culture in deciding whether

to apologize explicitly.

• No explicit apology is necessary if the error is small and if you are correcting the mistake.

Negative: I’m sorry the clerk did not credit your account properly. Better: Your statement has been corrected to include your payment of $263.75.

• Do not apologize when you are not at fault. When you have done everything you can and when a delay or problem is due to circumstances beyond your control, you aren’t at

fault and don’t need to apologize. It may be appropriate to include an explanation so the

reader knows you weren’t negligent. If the news is bad, put the explanation first. If you

have good news for the reader, put it before your explanation.

Negative: I’m sorry that I could not answer your question sooner. I had to wait until the sales figures for the second quarter were in.

Better (neutral We needed the sales figures for the second quarter to answer your question. or bad news): Now that they’re in, I can tell you that . . . Better (good The new advertising campaign is a success. The sales figures for the second news): quarter are finally in, and they show that . . .

If the delay or problem is long or large, it is good you-attitude to ask the reader whether he

or she wants to confirm the original plan or make different arrangements.

Negative: I’m sorry that the chairs will not be ready by August 25 as promised. Better: Due to a strike against the manufacturer, the desk chairs you ordered will not be

ready until November. Do you want to keep that order, or would you like to look at

the models available from other suppliers?

• When you apologize, do it early, briefly, and sincerely. Apologize only once, early in the message. Let the reader move on to other, more positive information.

Even if major trouble or inconvenience has resulted from your error, you don’t need

to go on about all the horrible things that happened. The reader already knows this nega-

tive information, and you can omit it. Instead, focus on what you have done to correct the

situation.

If you don’t know whether or not any inconvenience has resulted, don’t raise the issue

at all.

Negative: I’m sorry I did n’t answer your letter sooner. I hope that my delay has n’t inconvenienced you.

Better: I’m sorry I didn’t answer your letter sooner.

Apologies may work—or may

not. Auto giant Toyota faced

criticism for taking too long to

acknowledge vehicle safety

problems. Even CEO Akio

Toyoda’s public apology in

2010 did little to salve angst

over what critics called “foot

dragging.” The company later

weathered lawsuits and sales

declines.

And while apologizing might

have worked better for New

Hampshire Representative

Martin Harty, the 91-year-old

refused after saying the mentally

disabled should be shipped to

Siberia. Harty resigned in 2011.

His defiance was echoed by

Illinois Representative Joe

Walsh, who criticized his political

opponent, Tammy Duckworth, a

decorated Blackhawk helicopter

pilot who lost both legs in the

Iraq War, for discussing her

experiences while campaigning

in 2012: “All she does, guys, is

talk about her service.” Walsh,

who never served in the military,

stood by his statements despite

public outcry.

Sources: Chris Isidore, “Toyota: Apology but No New Recall,”

CNN, February 5, 2010, http://

money.cnn.com/2010/02/05/news/

companies/toyota_announcement/ ;

“New Hampshire Rep Who

Suggested Disabled Go to Siberia

Quits,” March 14, 2011, http://

news.yahoo.com/s/ap/20110314/

ap_on_go_ot/us_xgr_nh_lawmaker_

disabled ; and Rachel Rose

Hartman, “Rep. Joe Walsh Stands

by Accusation Tammy Duckworth

Politicizes Her Military Service,”

July 5, 2012, http://news.yahoo.

com/blogs/ticket/rep-joe-walsh-

doubles-down-accusation-tammy-

duckworth-144349000.htm .

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Module 7 Positive Emphasis 109

Summary of Learning Objectives

• Positive emphasis means focusing on the positive rather than the negative aspects of a situation. (LO 7-1)

1. Avoid negative words and words with negative connotations.

2. State information positively. Focus on what the reader can

do rather than on what you won’t or can’t let the reader do.

3. Justify negative information by giving a reason or linking it

to a reader benefit.

4. If the negative is truly unimportant, omit it.

5. Put the negative information in the middle and present it

compactly.

• Hidden negatives are words that are not negative in themselves but become negative in context. (LO 7-1)

• Use positive emphasis ethically. (LO 7-2) • Include information readers need to make decisions.

• Focus on what the reader can do when it’s appropriate.

• Present information legibly and large enough to read.

• Avoid misleading claims.

• The desirable tone for business writing is businesslike but not

stiff, friendly but not phony, confident but not arrogant, polite

but not groveling. The following guidelines will help you

achieve the tone you want. (LO 7-3) • Use courtesy titles for people outside your organization

whom you don’t know well.

• Be aware of the power implications of the words you use.

• When the stakes are low, be straightforward.

• When you must give bad news, consider hedging your statement.

• Don’t apologize if the error is small and if you are correcting the

mistake. Don’t apologize if you are not at fault. If the delay or

problem is long or large, it is good you-attitude to ask the reader

whether he or she wants to make different arrangements. (LO 7-4) • When you apologize, do it early, briefly, and sincerely. How-

ever, apologies may have legal implications, so some organi-

zations prefer that apologies not be issued to customers or the

public. (LO 7-4)

Assignments for Module 7

7.1 How can you create positive emphasis? (LO 7-1)

7.2 Which of the following are negative words that you should avoid? (LO 7-1)

anxious hesitate change hope

eager necessary instead unfortunately

7.3 What are your options when you need to apologize? (LO 7-4)

Questions for Comprehension

7.4 Can you think of situations in which positive emphasis might backfire or be inappropriate? What strategies would

be most likely to meet the audience’s needs in those situa-

tions? (LO 7-1, LO 7-2)

7.5 Some negative phrases (such as “please do not hesitate”) are business clichés. Why is it better to avoid them? (LO 7-3)

7.6 If you work for a company that claims to be egalitarian, do you still need to attend to tone, power, and politeness?

(LO 7-3)

7.7 Think of a situation when an apology was appropriate. What strategy was actually used? Would another strategy

have been better? (LO 7-4)

Questions for Critical Thinking

The first word in each line is negative; the second is a posi- tive term that is sometimes substituted for it. Which of the

positive terms seem ethical? Which seem unethical? Briefly

explain your choices.

1. anxious excited 2. flack public relations specialist 3. gadget device

4. junk bonds high-yield bonds

5. problem challenge 6. right-winger conservative 7. tax user fee 8. layoffs rightsizing 9. liberal progressive 10. mouthpiece attorney 11. price increase price change

Exercises and Problems

7.8 Evaluating the Ethics of Positive Emphasis (LO 7-1)

Revise each of the following sentences to focus on the options that remain rather than those that are closed off.

1. We do not expect to have any problems with this account.

2. Do not hesitate to contact me should you have any questions.

3. If you are not neat and not punctual, you will find your- self not being promoted.

7.9 Focusing on the Positive (LO 7-1)

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110 Unit Two Creating Goodwill

7.10 Identifying Hidden Negatives (LO 7-1) Identify the hidden negatives in the following sentences

and revise to eliminate them. In some cases, you may need

to add information to revise the sentence effectively.

1. We hope you will enjoy working with us.

2. I expect you will be pleased with the enclosed refund.

3. I’m guessing you would like to know if you will receive

a bonus this year.

Revise the following sentences to improve positive empha- sis. In some cases, you may need to add or omit informa-

tion to revise effectively.

1. Relax! You don’t have to worry about getting your money.

2. Since Amanda can’t make the meeting on Tuesday, we

won’t be able to meet as a group until next Friday.

3. I just can’t believe how much your work has improved

in the past few months.

4. Emily, Paula, and Nell—she’s the really short one—aren’t

going to be able to make it to the reception until 7:45.

5. It isn’t that we don’t appreciate the work you’re doing

here. It’s just that you don’t seem to like it when people

compliment you.

6. It’s not a bad idea to be prepared for the worst since it’s

not likely it won’t happen eventually.

7. Hey, don’t get too excited about the interim promotion

since you won’t be in the job past August.

8. While Sean isn’t the worst employee we have, he isn’t

the best employee either. We hope his job performance

improves soon.

9. Don’t ever hesitate to contact us, no matter how silly or

trivial you think your question might be. We couldn’t

have become one of the top financial planning firms in

this area without listening to our customers, even when

they aren’t asking relevant questions.

10. Since you don’t have much collateral, we’re guessing

that you don’t expect to have the loan approved. Well,

that’s a silly idea. At Provincial Bank, we don’t judge

our customers. We help them even when they seem

high risk.

7.11 Revising Sentences to Improve Positive Emphasis (LO 7-1 to LO 7-4)

Revise the following sentences to improve positive empha- sis. In some cases, you may need to add or omit informa-

tion to revise effectively.

1. Don’t plan on being late. Try to arrive on time for the

meeting.

2. Noelani does not expect to use all of her sick leave, so

she wants to donate it to one of her co-workers who

does not have enough leave to cover an illness.

3. The server is down. I’m guessing it will be available

again in a few hours, so be patient.

4. You can’t change your dental plan once you’ve selected

it except during the annual enrollment period. That

won’t happen again until October 1 through October 20.

5. I’m sorry you were inconvenienced because one of our cus-

tomer service representatives couldn’t answer your question.

6. I doubt there will be any problems scheduling one of

our service technicians to look at your furnace on

Wednesday. Just don’t plan on leaving your home

between 1 pm and 5  pm.

7. We’ve had problems lately with our deliveries, so accept

my apologies for your package not being delivered on

time. It should be there in a few days.

8. Don’t forget that Monday is a holiday, and we don’t

expect anyone to work that day because the office is

closed!

9. You wouldn’t believe how hard the committee worked

to get this job done, in spite of not having a proper bud-

get or the support of senior management. In fact, it’s a

miracle the project wasn’t a disaster.

10. Though Luis does not spend a great deal of time in the

office, when he is there, he is not a lazy worker. The

office could do far worse than hire more employees

like Luis.

7.12 Revising Sentences to Improve Positive Emphasis (LO 7-1 to LO 7-4)

Subject: Status of College Internship Program

I’ve made great progress on the college internship program for our company. Though the program isn’t yet

ready for implementation, I can’t believe I’m far from making it so.

To date, I’ve drafted a plan for the program, contacted several HR managers at comparable companies

about their programs, and established a proposed budget for the program.

I’d be further along, but Rob made a mistake when he contacted State University about the program. He

accidentally indicated the program would begin in 2007, but the year is actually 2008. It was a silly mistake

but not a fatal one.

I wouldn’t worry about this error, as it shouldn’t be a problem to fix it.

If you have any questions about the program, please don’t hesitate to contact me.

Revise the following memo to improve you-attitude and positive emphasis.

7.13 Revising a Memo to Improve Positive Emphasis (LO 7-1 to LO 7-4)

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Module 7 Positive Emphasis 111

7.14 Identifying Positive Emphasis in Ads and Documents (LO 7-1 to LO 7-4)

Look at print advertisements and at documents you receive

from your college or university, from your workplace, and

from organizations to which you belong. Identify five sen-

tences that either (a) use positive emphasis or (b) should be

revised to be more positive.

As Your Instructor Directs, a. Share your examples with a small group of students.

b. Write a memo to your instructor discussing your

examples.

c. Post an e-mail message to the class discussing your

examples.

d. Present two or three of your examples to the class in a

short presentation.

e. With your small group, write a collaborative short report

to your instructor about the patterns you see.

To show possession when a noun is singular, put the apostrophe

right after the word; then add s:

Allen’s The manager’s

Smith’s The company’s

If the possessing noun is plural, put the apostrophe right after

the word:

Customers’

Employees’

Companies’

In names that end with s or x, style books permit either form:

Thomas’ Linux’ Jones’

Thomas’s Linux’s Jones’s

Often, the location of the apostrophe tells the reader whether the

noun is singular or plural.

Singular Possessive Plural Possessive

The employee’s The employees’

Product’s Products’

Because the singular and plural possessives sound the same, look

at the logic of your sentence to choose the right word. Also note

that when you have plural possessive nouns, other words in the sen-

tence will also become plural.

Plural employees have plural opinions. Plural products have plural prices.

We listen to our employees’ opinions.

You can find all of our products’ prices on our website.

Exercises

Choose the correct word in each set of brackets. Indicate if either

word is acceptable.

1. While we can debate its methodology, the [report’s/reports’]

conclusion is clear: We should expand into South America.

2. [Alex’s/Alex’] point is the longer we hesitate to get into the

marketplace, the more potential customers we lose.

3. Too many [department’s/departments’] employees are dress-

ing casually on days other than Friday.

4. Before we decide to offer products in Costa Rica, we should

first determine what its [people’s/peoples’] opinions are of

our company.

5. This [company’s/companies’] first order of business is to

serve the customer as best as it can.

6. Each [manager’s/managers’] viewpoint is valuable, and we

want to give everyone a chance to participate.

7. Carefully review each [smartphone’s/smartphones’] capabili-

ties before committing to purchase one for business use.

8. Shaytell told us her [employee’s/employees’] after-work social

events are also helping to build teamwork in the office.

9. We found [Chris’s/Chris’] qualifications to be far superior to

the other job candidates’.

10. [Delvecchio and Associates’s/Delvecchio and Associates’]

final sales figures beat the estimates.

Check your answers to the odd-numbered exercises at the back of the book.

Singular and Plural Possessives

Polishing Your Prose

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112

Reader Benefits

LEARNING OBJECTIVES

R eader benefits are benefits or advantages that the reader gets by

• Using your services.

• Buying your products.

• Following your policies.

• Adopting your ideas.

Reader benefits are important in both informative and persuasive messages. In informative mes-

sages, reader benefits give reasons to comply with the policies you announce and suggest that the

policies are good ones. In persuasive messages, reader benefits give reasons to act and help over-

come reader resistance. Negative messages (▶▶ Module 11) do not use reader benefits.

Good reader benefits are

• Adapted to the audience.

• Based on intrinsic advantages.

• Supported by clear logic and explained in adequate detail.

• Phrased in you-attitude.

LO 8-1 Explain functions of reader benefits.

LO 8-2 Identify reader benefits for messages .

LO 8-3 Apply strategies for reader benefits creation.

LO 8-4 Select reader benefits for messages.

LO 8-5 Apply strategies for reader benefits and audience harmony.

LO 8-6 Support reader benefits with you-attitude.

Reader benefits enhance business messages, and Module 8 provides techniques for you to use

reader benefits well. After completing the module, you should be able to

Module

8

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Module 8 Reader Benefits 113

Why do reader benefits work? LO 8-1

▶ Reader benefits improve the audience’s attitudes and actions.

Reader benefits improve both the attitudes and the behavior of the people you work with

and write to. They make people view you more positively; they make it easier for you to

accomplish your goals.

Expectancy theory says most people try to do their best only when they believe they can succeed and when they want the rewards that success brings. Reader benefits tell or

remind readers that they can do the job and that success will be rewarded. 1 Thus, they

help overcome two problems that reduce motivation: People may not think of all the pos-

sible benefits, and they may not understand the relationships among efforts, performance,

and rewards. 2

How do I identify reader benefits? LO 8-2

▶ Brainstorm!

Sometimes reader benefits will be easy to think of and to explain. When they are harder to

identify, brainstorm. You may want to brainstorm in two steps:

1. Think of the feelings, fears, and needs that may motivate your reader. Then identify

features of your product or policy that meet those needs.

2. Identify the objective features of your product or policy. Then think how these features

could benefit the audience.

Try to brainstorm at least three to five possible benefits for every informative mes-

sage and five to seven benefits for every persuasive message. The more benefits you

have, the easier it will be to choose good ones rather than settling for something

that’s so-so.

1. Think of Feelings, Fears, and Needs that May Motivate Your Reader. Then Identify Features of Your Product or Policy that Meet Those Needs

One of the best-known analyses of needs is Abraham H. Maslow’s hierarchy of

needs. 3 Physical needs are the most basic, followed by needs for safety and secu-

rity, for love and a sense of belonging, for esteem and recognition, and finally for

self-actualization or self-fulfillment. All of us go back and forth between higher-

and lower-level needs. Whenever lower-level needs make themselves felt, they

take priority.

Maslow’s model is a good starting place to identify the feelings, fears, and needs

that may motivate your audience. Figure 8.1 shows organizational motivators for each

of the levels in Maslow’s hierarchy. Often, a product or idea can meet needs on several

levels. Focus on the ones that audience analysis suggests are most relevant for your

audience, but remember that even the best analysis may not reveal all of a reader’s

needs. For example, a well-paid manager may be worried about security needs if her

spouse has lost his job or if the couple is supporting kids in college or an elderly

parent. Other motivation experts have found that motivators can vary with employees’

ages; for example, young salespeople are more likely to enjoy travel rewards, whereas

older salespeople might prefer to remain close to home and family, enjoying cash or

merchandise as rewards. 4

The intrinsic value of self-image

may be more important to

some people than the extrinsic

value of price. A recent study

published in The Proceedings

of the National Academy of

Sciences suggests that even

when consumers are offered

something for nothing but have

the option to pay, they pay. The

study used several scenarios

to test the theory and also

discovered that if proceeds

from sales are tied to charity,

people will pay even more.

According to lead researcher

Avelet Gneezy, from the

University of California at San

Diego, “Generally this paper

is about peoples’ aversion to

feeling bad about themselves.”

Source: Sarah Nassauer, “A Psychological Twist in Getting

Something for Nothing,” April

23, 2012, The Wall Street

Journal, http://blogs.wsj.com/

health/2012/04/23/a-psychological-

twist-in-getting-something-for-

nothing/?KEYWORDS=business+

psychology

Site to See

Go to

www.versis.co.uk/ docsmart.html

In a list of bullet points, Versis

spells out the business,

operational, and financial

benefits of its product,

DocSmart.

Go to

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• Using your talents and abilities. • Finding solutions to problems. • Serving humanity. • Self-respect and pride. • Being the best you can be.

• Being publicly recognized for achievements. • Being promoted or gaining authority. • Having status symbols. • Having a good personal reputation. • Having a good corporate reputation.

• Having friends, working with people you like. • Cooperating with other people on a project. • Conforming to a group's norms. • Feeling needed. • Being loyal or patriotic. • Promoting the welfare of a group you identify with or care about.

• Earning enough to afford a comfortable standard of living. • Having pleasant working conditions. • Having good health insurance and pension plans. • Understanding the reasons for actions by supervisors. • Being treated fairly. • Saving time and money. • Conserving human and environmental resources.

• Earning enough to pay for basic food, clothing, shelter, and medical care. • Having safe working conditions.

Self-actualization

Esteem, recognition

Love, belonging

Safety, security

Physical

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114 Unit Two Creating Goodwill

2. Identify the Features of Your Product or Policy. Then Think How These Features Could Benefit the Audience

A feature by itself is not a benefit. Often, a feature has several possible benefits.

Feature: Bottled water

Benefits: Is free from chemicals, pollutants

Tastes good

Has no calories

Is easy to carry to class; can be used while biking, driving, hiking

Feature: Closed captions on TV

Benefits: Enables hard-of-hearing viewers to follow dialogue

Helps speakers of English as a second

language learn phrases and idioms

Helps small children learn to read

Feature: Flextime

Instant Replay

Definition of Reader

Benefit

Reader benefits are benefits or advantages that the reader

gets by using your services,

buying your products, following

your policies, or adopting your

ideas.

I R

Definition of

Figure 8.1 Organizational

Motivations for Maslow’s

Hierarchy of Needs

Instant Replay

Criteria for Reader

Benefits

Good reader benefits are

• Adapted to the audience.

• Based on intrinsic

advantages.

• Phrased in you-attitude.

I R

Criteria for

The Rousing Creativity Group sells

the solid brass Benefit Finder ™ to

help salespeople develop benefits

for the features of their products

or services.

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Module 8 Reader Benefits 115

Benefits: Enables workers to accommodate personal needs

Helps organization recruit, retain workers

More workers available in early morning and in evening

• Enables office to stay open longer—more service to clients, customers

• Enables workers to communicate with colleagues in different time zones more easily

Different features may benefit different subgroups in your audience. Depending on what

features a restaurant offered, you could appeal to one or more of the following subgroups:

Subgroup Features to meet the subgroup’s needs

People who work outside A quick lunch; a relaxing place to take clients or

the home colleagues

Parents with small children High chairs, child-size portions, and things to keep

the kids entertained while they wait for their orders

People who eat out a lot Variety both in food and in decor

People on tight budgets Economical food; a place where they don’t need to

tip (cafeteria or fast food)

People on special diets Low-sodium and low-calorie dishes; vegetarian

food; kosher food

People to whom eating out Music or a floor show; elegant surroundings;

is part of an evening’s reservations so they can get to a show or event after

entertainment dinner; late hours so they can come to dinner after a

show or game

To develop your benefits, think about the details of each one. If your selling point is

your relaxing atmosphere, think about the specific details that make the restaurant relax-

ing. If your strong point is elegant dining, think about all the details that contribute to that

elegance. Sometimes you may think of features that do not meet any particular need but

are still good benefits. In a sales letter for a restaurant, you might also want to mention the

nonsmoking section, your free coatroom, the fact that you’re close to a freeway or offer

free parking or a drive-up window, and how fast your service is.

Look beyond the ordinary, too. Noticing that almost half of U.S. marriages today are the

partners’ second unions, with many involving children, some hotels and resorts are offer-

ing “familymoon” packages that include baby-sitting, multiple bedrooms, and other family

friendly amenities. 5

Whenever you’re writing to customers or clients about features that are not unique

to your organization, it’s wise to present both the benefits of the features themselves

and the benefits of dealing with your company. If you talk about the benefits of din-

ing in a relaxed atmosphere but don’t mention your own restaurant, people may go

somewhere else!

How detailed should each benefit be? LO 8-3

▶ Use strong, vivid details.

You’ll usually need at least three to five sentences to give enough details about a reader

benefit. If you develop two or three reader benefits fully, you can use just a sentence or two

for less important benefits. Develop reader benefits by linking each feature to the readers’

needs—and provide details to make the benefit vivid!

While large chains like Meijer

and Sam’s Club provide limited

online grocery shopping, many

also require shoppers to pick

up orders at the store. The Hills

Market in Worthington, Ohio,

is among niche grocery stores

providing the benefits of both

online shopping and home

delivery—including 5,000 of its

best-selling items. Says The

Hills Market spokesperson Jill

Moorhead: “It gets our name

out there and is a draw for

busy people who like to shop

at work or want to have access

to our store anytime.”

Source: Tracy Turner, “Gourmet Grocer Puts Aisles Online,” The

Columbus Dispatch, May 19,

2011, http://www.dispatch.

com/live/content/business/

stories/2011/05/19/gourmet-

grocer-puts-aisles-online.

html?sid=101 .

An extraordinary benefit to

having more education is

a longer life expectancy.

According to a study published

in Health Affairs, the “lifelong

relationships of education and

its correlates with health and

longevity are striking.”

Source: Phillip Moeller, “Education: A Predictor of Longer Life,”

U.S. News & World Report,

August 13, 2012, http://money.

usnews.com/money/blogs/

the-best-life/2012/08/13/

education-a-predictor-of-longer-life .

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116 Unit Two Creating Goodwill

Weak: We have place mats with riddles. Better: Answering all the riddles on Monical’s special place mats will keep the kids happy till your

pizza comes. If they don’t have time to finish (and they may not, since your pizza is ready

so quickly), just take the riddles home—or answer them on your next visit.

Make your reader benefits specific.

Weak: You get quick service. Better: If you only have an hour for lunch, try our Business Buffet. Within minutes, you can choose

from a variety of main dishes, vegetables, and a make-your-own-sandwich-and-salad bar.

You’ll have a lunch that’s as light or filling as you want, with time to enjoy it—and still be

back to the office on time.

Psychological description is a technique you can use to develop vivid, specific

reader benefits. Psychological description means creating a scenario rich with sense impressions—what the reader sees, hears, smells, tastes, feels—so readers can picture

themselves using your product or service and enjoying its benefits. You can also use psy-

chological description to describe the problem your product will solve. Psychological

description works best early in the message to catch readers’ attention.

Feature: Snooze alarm Benefit: If the snooze button is pressed, the alarm goes off and comes on again nine

minutes later.

Psychological Some mornings, you really want to stay in bed just a few more minutes. With the description: Sleepytime Snooze Alarm, you can snuggle under the covers for a few extra

winks, secure in the knowledge that the alarm will come on again to get you

up for that breakfast meeting with an important client. If you don’t have to be

anywhere soon, you can keep hitting the snooze alarm for up to an additional 63

minutes of sleep. With Sleepytime, you’re in control of your mornings.

Feature: Tilt windows Benefit: Easier to clean Psychological It’s no wonder so many cleaners “don’t do windows.” description: Balancing precariously on a rickety ladder to clean upper-story windows .  .  .

shivering outside in the winter winds and broiling in the summer sun as you

Different audiences may value different intrinsic and extrinsic benefits.

Reprinted by permission of CartoonStock.com, www.cartoonstock.com.

Sensory details give color,

texture, and depth to

experiences, even ones hard

to fathom. Ever wonder what

space smells like? According

to astronauts returning from

spacewalks, it’s something

like gunpowder or ozone. Skin

can hear, at least according

to one study. Air puffed on

skin altered the perceptions of

people distinguishing between

“pa” and “ta” and “ba” and

“da.” And a study at The Ohio

State University suggests that

touching an object evokes

feelings of ownership in as little

as 30 seconds.

Source: Tariq Malik, “Space Sights and Smells Surprise

Rookie Astronauts,” September 5,

2009, http://news.yahoo.com/s/

space/20090905/sc_space/pace

sightsandsmellssurpriserookie

astronauts ; Jeanna Bryner,

“Surprise! Your Skin Can

Hear,” November 25, 2009,

http://news.yahoo.com/s/

livescience/20091125/

sc_livescience/

surpriseyourskincanhear ; and

Andrea Thompson, “Study: You

Touch It, You Buy It,” January

16, 2009, http://news.yahoo.

com/s/livescience/20090116/

sc_livescience/

studyyoutouchityoubuyit .

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Module 8 Reader Benefits 117

scrub away . . . running inside, then outside, then inside again to try to get the

spot that always seems to be on the other side. Cleaning traditional windows

really is awful.

In contrast, cleaning is a breeze with Tilt-in Windows. Just pull the inner win-

dow down and pull the bottom toward you. The whole window lifts out! Repeat

for the outer window. Clean them inside in comfort (sitting down or even watch-

ing TV if you choose). Then replace the top of the outer window in its track,

slide up, and repeat with the inner window. Presto! Clean windows!

In psychological description, you’re putting your reader in a picture. If the reader

doesn’t feel that the picture fits, the technique backfires. To prevent this, psychological

description often uses subjunctive verbs (“if you like . . .” “if you were . . .”) or the words

maybe and perhaps.

You’re hungry but you don’t want to bother with cooking. Perhaps you have guests to take

to dinner. Or it’s 12 noon and you only have an hour for lunch. Whatever the situation, the

Illini Union has a food service to fit your needs. If you want convenience, we have it. If it’s

atmosphere you’re seeking, it’s here too. And if you’re concerned about the price, don’t be.

When you’re looking for a great meal, the Illini Union is the place to find it.

— Illini Union brochure

How do I decide which benefits to use? LO 8-4

▶ Use the following three principles to decide.

Three principles guide your choice of reader benefits:

1. Use at least one benefit for each part of your audience.

2. Use intrinsic benefits.

3. Use the benefits you can develop most fully.

1. Use at Least One Benefit for Each Part of Your Audience

Most messages go to multiple audiences. In a memo announcing a company-subsidized

day care program, you want benefits not only for parents who might use the service but

also for people who don’t have children or whose children are older. Reader benefits for

these last two audiences help convince them that spending money on day care is a good

use of scarce funds.

In a letter to “consumers” or “voters,” different people will have different concerns. The

more of these concerns you speak to, the more persuasive you’ll be.

2. Use Intrinsic Benefits

Intrinsic benefits come automatically from using a product or doing something. Extrinsic benefits are “added on.” Someone in power decides to give them; they do not necessarily come from using the product or doing the action. Figure 8.2 gives examples of extrinsic

and intrinsic rewards for three activities.

Intrinsic rewards or benefits are better than extrinsic benefits for two reasons:

1. There just aren’t enough extrinsic rewards for everything you want people to do. You

can’t give a prize to every customer every time he or she places an order or to every

subordinate who does what he or she is supposed to do.

2. Research suggests that you’ll motivate subordinates more effectively by stressing the

intrinsic benefits of following policies and adopting proposals.

In a groundbreaking study of professional employees, Frederick Herzberg found

that the things people said they liked about their jobs were all intrinsic rewards—pride

Site to See

Go to

www.govbenefits.gov/ govbenefits_en.portal

for a “one-stop shopping”

portal to benefits provided by

the U.S. government.

While the actual cost of

producing a U.S. dollar bill is

6.4 cents, it comes backed

by the “full faith and credit of

the United States,” an intrinsic

value that makes it popular in

business throughout the world.

Source: “15 Things You Never Noticed on a Dollar,” January 24,

2010, http://shine.yahoo.com/

channel/life/15-things-you-never-

noticed-on-a-dollar-575113/ .

Instant Replay

Psychological

Description

Psychological description means creating a scenario rich

with sense impressions—what

the reader sees, hears, smells,

tastes, feels—so readers can

picture themselves using your

product or service and enjoying

its benefits.

I R

Psychologic

Go to

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118 Unit Two Creating Goodwill

in achievement, an enjoyment of the work itself, responsibility. Extrinsic features—

pay, company policy—were sometimes mentioned as things people disliked, but they

were never cited as things that motivated or satisfied them. People who made a lot of

money still did not mention salary as a good point about the job or the organization. 6

In a 1998 survey of workers all over the United States, Aon Consulting found that the

factor most likely to produce employee loyalty and a desire to be productive was man-

agement’s recognition of employees’ personal and family lives. Salary didn’t make the

top 10.

Many family friendly companies have discovered that a culture of care keeps turn-

over low. The higher salary that a competitor might pay just doesn’t overcome the

advantage of working at a supportive, flexible company that values its employees. 7 In

a competitive job market, different candidates want different things. But many accept

lower salaries to get flextime, stock options, interesting work, or people they want to

work with. 8

Because money is not the only motivator, choose reader benefits that identify intrinsic

as well as extrinsic motivators for following policies and adopting ideas.

3. Use the Benefits You Can Develop Most Fully

One-sentence benefits don’t do much. Use the benefits that you can develop in three to five

sentences or more.

A reader benefit is a claim or assertion that the reader will benefit if he or she does

something. Convincing the reader, therefore, involves two steps: making sure the benefit

really will occur and explaining it to the reader.

If the logic behind a claimed reader benefit is faulty or inaccurate, there’s no way to

make that particular reader benefit convincing. Revise the benefit to make it logical.

Faulty logic: Using a computer will enable you to write letters, memos, and reports much more quickly.

Analysis: If you’ve never used a computer, in the short run it will take you longer to create a document using a computer than it would to type it. Even after you know how

to use a computer and its software, the real time savings comes when a document

incorporates parts of previous documents or goes through several revisions. Cre-

ating a first draft from scratch will still take planning and careful composing; the

time savings may or may not be significant.

Revised Using a computer allows you to revise and edit a document more easily. It eliminates reader retyping as a separate step and reduces the time needed to proofread revisions. benefit: It allows you to move the text around on the page to create the best layout.

Some benefits are never

predictable. From a helicopter,

Swiss rescuers located two

skiers by the light from their

MP3 player. A mother’s

handwritten labels on her

record collection let her only

child—30 years after her

passing—realize the records

he’d bought at a distant

antique store were once hers.

People who focus on one task

at a time are more effective at

multitasking than those who

multitask regularly, according

to one study.

Source: Sam Cage, “MP3 Player Guides Rescuers to Lost

Tourists,” December 27, 2009,

http://www.reuters.com/article/

idUSTRE4BQ14P20081227 ; Gina

Kim, “Sacramentan Buys Old Vinyl

45s, Finds Out They Were His

Mom’s,” The Sacramento Bee,

July 31, 2009, http://www.sacbee.

com/topstories/story/2071033.

html ; and Randolph E. Schmid,

“Study Finds People Who

Multitask Often Bad at It,” August

24, 2009, http://news.yahoo.

com/s/ap/20090824/ap_on_sc/

us_sci_multitasking_mayhem .

Activity Extrinsic Reward Intrinsic Reward

Making a sale. Getting a commission. Pleasure in convincing

someone; pride in using your

talents to think of a strategy

and execute it.

Turning in a suggestion to a

company suggestion system.

Getting a monetary reward

when the suggestion is

implemented.

Solving a problem at work;

making the work environment

a little more pleasant.

Writing a report that solves an

organizational problem.

Getting praise, a good

performance appraisal, and

maybe a raise.

Pleasure in having an effect on

an organization; pride in using

your skills to solve problems;

solving the problem itself.

Figure 8.2 Extrinsic and Intrinsic Rewards

In The (Honest) Truth About

Dishonesty, Duke University’s

Dan Ariely observes when liars

and cheats consider doing

something wrong, their thinking

is counterintuitive. For instance,

going to prison seems a

natural deterrent to committing

a crime, but Ariely maintains

that in his experience, “big

cheaters” don’t think of long-

term consequences. With

regard to inside traders, he

suggests “incredibly close

to zero, maybe exactly zero”

considered the consequences

of jail time.

(continued)

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119

When you communicate with different audiences, you may

need to stress different benefits.

Suppose that you manufacture a product and want to persuade

dealers to carry it. The features you may cite in ads directed

toward customers—stylish colors, sleek lines, convenience, dura-

bility, good price—won’t convince dealers. Shelf space is at a

premium, and no dealer carries all the models of all the brands

available for any given product. Why should the dealer stock your

product? To be persuasive, talk about the features that are benefits

from the dealer’s point of view: turnover, profit margin, a national

advertising campaign to build customer awareness and interest,

special store displays that will draw attention to the product.

Look for intrinsic as well as extrinsic benefits. For instance,

Rossmoor Elementary School Principal Lauren Telfer says, “If

you’re looking for what’s best for students, it’s important to

have them interact with both sexes. . . . I think students really

benefit from having that mix.” However, the proportion of

men in teaching is at a 40-year low—only 21% in U.S. public

schools. Telfer works to recruit male teachers. With 33 of her

35 teachers female, she says she also tries to make male teach-

ers more comfortable, including asking faculty to rein in lunch-

room conversations about intimate matters.

Alumni at prestigious business schools provide financial sup-

port and word-of-mouth advertising for alma maters, but they also

benefit from a strong network of peers and a sense of belonging.

Even in your own organization, different audiences may care

about different things. To create an intranet for Xerox, Cindy

Casselman needed support from a variety of divisions. She had

to persuade her own supervisor to let her work on the project. He

said “yes” but told her she had to raise the $250,000 herself. She

got the money and the programming talent she needed by show-

ing other managers how they would benefit from the proposed

intranet. The CIO cared about the enormous financial investment

the company had already made in its computer infrastructure. She

told him that the intranet would put content there. The director

of education and training cared about learning at Xerox. Cindy

pointed out that the intranet would provide a place for learning to

happen. She raised the $250,000 by showing people how her idea

would benefit the aspects of the company they cared most about.

Internet banking customers may expect different benefits

than ones for traditional brick-and-mortar banks. No lines, bet-

ter interest rates, and 24-hour banking from home can attract

web-friendly customers. Brick-and-mortar bank customers

expect convenient ATMs, local branches, and other amenities,

as well as less risk of fraud or theft. With many bank customers

today having multiple credit cards and bank accounts, keeping

track of where all the money goes can be challenging, too. PNC

launched Virtual Wallet, an online service that presents account

information tied to a calendar. If the account is close to an over-

draft, a red “danger day” appears. The service can automati-

cally move money from one account to another if the customer

has yet to catch the problem.

Sources: Ben Feller, “Manhunt: Schools Try to Attract More Male Teachers,” Augusta Chronicle, July 29, 2005, downloaded at http:// chronicle.augusta.com/stories/073105/bac_A0583.3.shtml ; Ian Grayson,

“Alumni Travel a Two-Way Street,” August 17, 2005, downloaded at www.

cnn.com/2005/BUSINESS/08/15/execed.alumni/index.html ; Michael

Warshaw, “The Good Guy’s and Gal’s Guide to Office Politics,” Fast Company, April–May 1998, 156–78; and Laura Rowley, “Five Secrets Your Bank Doesn’t Want You to Know,” August 5, 2009, http://finance.

yahoo.com/expert/article/moneyhappy/181074 .

Building a Critical Skill

Matching the Benefit to the Audience LO 8-5

When Beth Blake came up empty-handed in her search for a

bridesmaid dress, she and designer friend Sophie Simmons

teamed up to create one instead. The results of their bridal

project created such a stir at the wedding that they decided

to launch their own business. Their company, Thread, offers

fashionable bridesmaid dresses that can be worn beyond the

wedding. The seven-year-old company that was started with

$100,000 now boasts millions in revenue, a celebrity clientele,

and three boutiques.

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120 Unit Two Creating Goodwill

If the logic is sound, making that logic evident to the reader is a matter of providing

enough evidence and showing how the evidence proves the claim that there will be a ben-

efit. Always provide enough detail to be vivid and concrete. You’ll need more detail in the

following situations:

• The reader may not have thought of the benefit before.

• The benefit depends on the difference between the long run and the short run.

• The reader will be hard to persuade, and you need detail to make the benefit vivid and

emotionally convincing.

Does the following statement have enough detail?

You will benefit if the company saves money.

Readers always believe their own experience.

Many readers will know that they didn’t get bonuses

even during a year that the company did well. In addi-

tion to bonuses for top executives, companies could

use profits to pay higher dividends to shareholders, to

retire debt, or to increase research and development

spending. Even spending money on upgrading com-

puters or remodeling the employee lounge may not

seem like a strong benefit to some workers. Instead,

you’ll need to show that money saved will go into one or more specific programs that will

benefit employees directly or indirectly. The more indirect the benefit is, the more proof

you’ll need.

What else do reader benefits need? LO 8-6

▶ Check for you-attitude.

If reader benefits aren’t in you-attitude (◀◀ p. 90), they’ll sound selfish and won’t be as effective as they could be. A Xerox letter selling copiers with strong you-attitude as well as

reader benefits got a far bigger response than did an alternate version with reader benefits

but no you-attitude. 9 It doesn’t matter how you phrase reader benefits while you’re brain-

storming and developing them, but in your final draft, edit for you-attitude.

Lacks you-attitude: We have the lowest prices in town. You-attitude: At Havlichek Cars, you get the best deal in town.

Some benefits come long after

the product has been conceived.

Marcelle Shriver, whose soldier

son wrote of how Silly String can

help troops find bomb trip wires in

Iraq, worked with Thom Campbell,

one of the founders of a shipping

company, to get 80,000 cans sent

to U.S. forces.

Summary of Learning Objectives

• Expectancy theory says most people try to do their best only when they believe they can succeed and when they want the

rewards that success brings. (LO 8-1) • Good reader benefits are adapted to the audience, based on

intrinsic rather than extrinsic advantages, supported by clear

logic and explained in adequate detail, and phrased in you-atti-

tude. Extrinsic benefits simply aren’t available to reward every

desired behavior; further, they reduce the satisfaction in doing

something for its own sake. (LO 8-2) • To create reader benefits,

1. Identify the feelings, fears, and needs that may motivate

your reader.

2. Show how the reader can meet his or her needs with the fea-

tures of the policy or product.

• Psychological description means creating a scenario rich with sense impressions—what the reader sees, hears, smells, tastes,

feels—so readers can picture themselves using your product or

service and enjoying its benefits. (LO 8-3) • Brainstorm twice as many reader benefits as you’ll need for a

message. (LO 8-4) 1. Use at least one benefit for each part of your audience.

2. Use intrinsic benefits.

3. Use the benefits you can develop most fully.

• When you communicate with different audiences, you may

need to stress different benefits. (LO 8-5) • Make sure reader benefits are phrased in you-attitude. (LO 8-6)

Source: Joanna Pearl Steinemail, “Why We Lie, Go to Prison

and Eat Cake,” Wired, June

22, 2012, http://www.wired.

com/business/2012/06/

why-we-lie-cheat-go-to-

prison-and-eat-chocolate-cake-10-

questions-with-dan-ariely/ .

(continued)

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Module 8 Reader Benefits 121

Assignments for Module 8

8.1 What are reader benefits? (LO 8-1)

8.2 In a message with reader benefits, how many different benefits should you use? (LO 8-2)

8.3 What is psychological description? (LO 8-2)

8.4 What is the difference between intrinsic and extrinsic reader benefits? Which are better? Why? (LO 8-3)

Questions for Comprehension

8.5 How do reader benefits help you achieve your goals? (LO 8-1)

8.6 Why do reader benefits need to be in you-attitude? (LO 8-3)

8.7 If you are writing to multiple audiences with different needs, should you include all the reader benefits you can

think of in the message? (LO 8-3)

Questions for Critical Thinking

Listed here are several things an organization might like its employees to do.

1. Go “green.”

2. Give up smoking.

3. Conserve using office supplies.

4. Car pool with other employees.

5. Participate in a cancer charity walk.

As Your Instructor Directs, a. Identify the motives or needs that might be met by each

of the activities.

b. Develop each need or motive as a reader benefit in

a full paragraph. Use additional paragraphs for the

other needs met by the activity. Remember to use

you-attitude!

Exercises and Problems

8.8 Identifying and Developing Reader Benefits (LO 8-1, LO 8-2)

8.9 Identifying Objections and Reader Benefits (LO 8-1 to LO 8-3)

8.10 Identifying and Developing Reader Benefits for Different Audiences (LO 8-1 to LO 8-3)

Think of an organization you know something about, and answer the following questions for it.

1. Your college wants to install cameras in public areas around

campus and to require that students use swipe cards to

enter campus buildings after 5 p.m. What objections might

people have? What benefits would the campus community

receive? Which people would be easiest to convince?

2. Your organization is considering posting the names of

employees who contribute to the annual charity fund-

raiser on its web page. What objections might people

have? What benefits might your organization receive?

Which people would be easiest to convince?

3. Your local recreation department is considering ask-

ing for a 3-mill levy to provide for upgraded parks and

summer camp programs. What objections might peo-

ple have? What benefits would such a program offer?

Which people would be easiest to convince?

As Your Instructor Directs, a. Share your answers orally with a small group of

students.

b. Present your answers in an oral presentation to the class.

c. E-mail your answers to class members.

d. Write a paragraph developing the best reader benefit

you identified. Remember to use you-attitude.

Assume that you want to encourage people to do one of the following activities:

1. Having a personal trainer

Audiences: Professional athletes Busy managers Someone trying to lose weight Someone making a major lifestyle change after a heart attack

2. Using public transportation

Audiences: People who must travel throughout the

city for their job

People who have children in day care

People who live in the suburbs

3. Getting advice about refinancing a home mortgage

Audiences: Investors

Empty nesters

Potential retirees

Single professionals

Parents looking to finance a child’s

education

4. Getting advice on retirement strategies

Audiences: Young adults entering the workforce

People earning less than $50,000 annually

People planning to attend graduate or

professional school, such as law school

Parents with small children

People within 10 years of retirement

5. Eating organic foods

Audiences: Upscale shoppers

People on tight budgets People with small children Supporters of local farming

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122 Unit Two Creating Goodwill

People concerned with soil conservation

People concerned with reducing pesticides

6. Buying an HDTV

Audiences: College students

Sports aficionados

Residence hall managers

Tavern and restaurant owners

Trade show display salespeople

7. Teaching adults to read

Audiences: Retired workers

Businesspeople

Students who want to become teachers

High school and college students

People concerned about poverty

8. Attending college or graduate school

Audiences: Recent high school graduates

Retirees

Working professionals

Single parents

Wealthy people

Entrepreneurs

9. Attending a fantasy sports camp (you pick the sport),

playing with and against retired players who provide

coaching and advice

10. Taking a cruise, where passengers have all meals

included but must pay for tips, drinks, airfare, and off-

ship excursions

As Your Instructor Directs,

a. Identify needs that you could meet for the audiences

listed here. In addition to needs that several audiences

share, identify at least one need that would be particu-

larly important to each group.

b. Identify a product or service that could meet each need.

c. Write a paragraph or two of reader benefits for each

product or service. Remember to use you-attitude.

d. Develop one or more of the benefits using psychological

description.

Hints:

• For this assignment, you can combine benefits or pro-

grams as if a single source offered them all.

• Add specific details about particular sports, cities,

tourist attractions, activities, etc., as material for your

description.

• Be sure to move beyond reader benefits to vivid details

and sense impressions.

• Put your benefits in you-attitude.

Singular possessives and plurals sound the same but are spelled dif-

ferently. A possessive noun will always have an apostrophe. Most

possessives of singular nouns are formed by adding ’s to the word.

Singular Possessive Plural company’s companies

computer’s computers

family’s families

job’s jobs

manager’s managers

team’s teams

Because singular possessive nouns and plurals sound the same,

you will have to look at the logic of your sentence to choose the

right word.

Exercises

Choose the right word in each set of brackets.

1. Dean told us that his [customers/customer’s] expect excellent

service—even if that means going above and beyond, such as

working past quitting time.

2. [Stakeholders/Stakeholder’s] believe in a company for many

reasons, but generally a solid business plan helps to build

their confidence.

3. The [printers/printer’s] toner cartridge is jammed, so someone

will need to take a look at it.

4. Since we have a [weeks/week’s] worth of work left to do, we

should get started as soon as possible.

5. Cassandra emerged from the meeting with a big smile and

said, “The [ayes/aye’s] have it!”

6. We learned from Jack that [supervisors/supervisor’s] will be

expected to complete daily progress reports now in addition to

their weekly ones.

7. Because our pool [cars/car’s] are expensive to maintain, we’re

thinking of using [rentals/rental’s] instead next year.

8. The Public Relations Department noted that public [opinions/

opinion’s] can change according to how effective a [compa-

nies/company’s] media strategy is.

9. When reviewing her [teams/team’s] progress, Martina found

that many [efforts/effort’s] in 2012 paid off.

10. Because a [memos/memo’s] purpose should be clear, the sub-

ject [lines/line’s] content is very important.

Check your answers to the odd-numbered exercises at the back of the book.

Plurals and Possessives

Polishing Your Prose

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Module 8 Reader Benefits 123

Unit 2 Cases for Communicators

Keep on Reading with Us

In December 2011, The New York Times, one of the nation’s oldest and most respected newspapers, had to scramble to recover from an

e-mail message mistakenly sent out that promised a 50% discount

for 16 weeks on a subscription. The offer had been intended only

for a few hundred people who had recently cancelled subscriptions

but was instead sent to 8.6 million e-mail addresses.

Shortly after, the Times tweeted: “If you received an e-mail today about cancelling your NYT subscription, ignore it. It’s not

from us.” Of course, the newspaper did send the original e-mail

message.

Damage from the error included many people calling or writing

in to take advantage of the offer, including some who already had

a subscription but threatened to cancel unless the deal was hon-

ored. The Times did initially honor the discount, but later that day stopped giving out discounts. The results included angry customers

and a parody Twitter account poking fun at the mistake.

Individual Activity

Imagine you are in the Marketing Department of The New York Times and you have been selected to work on its campaign to regain subscriber confidence. The Times knows it has a strong product with a long history of satisfied readers. However, company execu-

tives fear that some subscribers may avoid renewing their subscrip-

tions in the future, especially those subscribers who weren’t able to

take advantage of the erroneous e-mail offer. In addition, potential

new subscribers may have been scared off by the negative publicity

surrounding the debacle.

To achieve its goal, the Marketing Department has decided to

e-mail a different offer to these customers. The company will use

the e-mail addresses already in its database for renewals but will

pay for additional e-mail addresses for potential customers. The

e-mail message, tailored to each customer group, will only be sent

to those customers who did not renew with the previous offer.

Subscribers will receive the following benefits:

• A free two-week subscription to its home-delivered print edi-

tion, along with a collectible holiday edition to anyone who

chooses to start or renew a subscription for three months.

• A free four-week subscription to its home-delivered print edi-

tion, along with a collectible holiday edition and a free Times coffee mug to anyone who chooses to start or renew a subscrip-

tion for six months.

• For either subscription, readers will get access to premium fea-

tures in the online version of the Times (The online version is

free but provides limited access to stories and other features,

such as a searchable database of older articles.)

While an e-mail message will go out to all of the customers

affected, the Times would like to segment the e-mail messages for subscribers more likely to respond to one offer versus the other. To

identify them, consider the following questions:

• What intrinsic and extrinsic benefits are inherent in a subscrip-

tion to The New York Times? What might customers gain from these benefits?

• What are the demographic and lifestyle characteristics of poten-

tial customers?

• What needs, feelings, or concerns might be motivating

customers?

• Why would customers pay for a print edition of The New York Times when a lot of the same information can be found free at the newspaper’s website?

Identify as many different potential customer groups as you can

think of, noting at least one intrinsic and one extrinsic benefit that

each group can expect from purchasing a Times subscription. Give enough detail in your customer descriptions so that the

Marketing Department can use the information to guide its choice

of appeals to customers.

Group Activity

Combine the results of your list with those of your classmates to

generate a comprehensive list of customers and benefits. Then, as a

group, select five customer groups on which to focus. Identify the

benefits that will be in the e-mail message to potential subscribers

and develop these benefits using psychological description.

Think of how the e-mail message will convince potential cus-

tomers they should purchase your company’s products.

Write the e-mail message: Be sure to:

• Include at least one intrinsic and one extrinsic benefit for each

customer group.

• Justify negative information, focusing on what the reader can

do rather than on limitations.

• Omit unnecessary negative information.

• Use you-attitude.

• Talk about the reader, not the company.

Source: “NY Times Offers Discounts in Mistaken E-Mail Gaffe,” December 28, 2011, http://finance.yahoo.com/news/nytimes-offers-

discounts-mistaken-email-gaffe-224635047.html .

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Module 9 Formats for Letters and Memos

Module 11 Negative Messages Module 12 Persuasive Messages

Module 10 Informative and Positive Messages

Module 13 E-Mail Messages, Web Writing, and Technology

3 Letters, Memos, E-Mail, and Web Writing

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126

Formats for Letters and Memos

LEARNING OBJECTIVES

L etters normally go to people outside your organization; memos go to other people in your orga-

nization. In very large organizations, corporate culture determines whether people in different

divisions or different locations feel close enough to each other to write memos.

Letters and memos do not necessarily differ in length, formality, writing style, or pattern of organi-

zation. However, letters and memos do differ in format. Format means the parts of a document and

the way they are arranged on the page.

Short reports use letter or memo format (▶▶ Module 23). Long reports can use the formal format

illustrated in Module 24. If your organization has its own formats for letters and memos, use them.

Otherwise, choose one of the formats in this module. See Module 13 for e-mail formats.

LO 9-1 Apply principles for correct letter formats.

LO 9-2 Apply strategies for professional image creation with documents and

beyond.

LO 9-3 Recognize courtesy titles for correspondence.

LO 9-4 Apply principles for correct memo formats.

Module 9 details the most common formats for business letters and memos. After completing the

module, you should be able to

Module

9

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Module 9 Formats for Letters and Memos 127

How should I set up letters? LO 9-1

▶ Use block or modified block format.

The two most common letter formats are block , sometimes called full block (see Figure  9.2 ), and modified block (see Figure  9.3 ). Your organization may make minor changes from the diagrams in margins or spacing.

Figure 9.1 shows how the formats differ.

Use the same level of formality in the salutation , or greeting, as you would in talking to someone on the phone: Dear Glenn if you’re on a first-name basis, Dear Mr. Helms if you don’t know the reader well enough to use the first name.

Sincerely and Cordially are standard complimentary closes . When you are writing to people in special groups or to someone who is a friend as well as a business acquaintance,

you may want to use a less formal close. Depending on the circumstances, the follow-

ing informal closes might be acceptable: Yours for a better environment, or even Ciao or Thanks.

In mixed punctuation , a colon follows the salutation and a comma follows the close. In a sales or fund-raising letter, it is acceptable to use a comma after the salutation to make

the letter look like a personal letter rather than like a business letter. Most organizations use

mixed punctuation. A few organizations use open punctuation, which is faster to type. In

open punctuation , omit all punctuation after the salutation and the close. A subject line tells what the letter is about. Subject lines are required in memos; they

are optional in letters. Good subject lines are specific, concise, and appropriate for your

purposes and the response you expect from your reader.

• When you have good news, put it in the subject line.

• When your information is neutral, summarize it concisely in the subject line.

• When your information is negative, use a negative subject line if the reader may not

read the message or needs the information to act, or if the negative is your error.

• When you have a request that will be easy for the reader to grant, put either the subject

of the request or a direct question in the subject line.

• When you must persuade a reluctant reader, use a common ground, a reader benefit, or

a directed subject line (▶▶ Module 12) that makes your stance on the issue clear.

For examples of subject lines in each of these situations, see Modules 10, 11, and 12.

A reference line refers the reader to the number used on the previous correspondence this letter replies to, or the order or invoice number which this letter is about. Very large

organizations, such as the IRS, use numbers on every piece of correspondence they send

out so that it is possible to quickly find the earlier document to which an incoming letter

refers.

Both formats can use headings, lists, and indented sections for emphasis.

Each format has advantages. Block format is the format most frequently used for busi-

ness letters; readers expect it; it can be typed quickly because everything is lined up at the

With cloud technology

becoming more popular for

document storage, care must

be taken to ensure formats

remain. For instance, Google

Drive, a cloud service that

also features a custom word

processor, Google Docs,

allows up to five gigabytes of

free file storage, but if you use

Microsoft Word, you will only

be able to view documents

there unless you convert

the document. Each system

may have its idiosyncrasies,

and whether using Dropbox,

SugarSync, Google Drive,

or Microsoft’s SkyDrive, care

must be taken to know how

document formats might be

affected.

Source: Walter Mossberg, “Google Stores, Syncs, Edits in the Cloud,”

The Wall Street Journal, April 25,

2012, http://online.wsj.com/article/

SB10001424052702303459004577

362111867730108.html?

KEYWORDS 5 document 1 format .

Site to See

Go to

http://www.englishspanish link.com/deluxewriter/ letterlayoutspanlet.htm

to see how business letters

can be formatted for readers of

Spanish.

Go to

Figure 9.1 Differences between Letter Formats

Block Modified Block

Date and signature block Lined up at left margin Lined up or over to the right

Paragraph indentation None Optional

Subject line Optional Rare

1 2

2 3

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128 Unit Three Letters, Memos, E-Mail, and Web Writing

Figure 9.2 Block Format on Letterhead (mixed punctuation; collection letter)

June 20, 2013

Mr. James E. Murphy, Accounts Payable Salt Lake Equipment Rentals 5600 Wasatch Boulevard Salt Lake City, Utah 84121

Dear Jim:

The following items totaling $393.09 are still open on your account.

Invoice #01R-784391

After the bill for this invoice arrived on May 14, you wrote saying that the material had not been delivered to you. On May 29, our Claims Department sent you a copy of the delivery receipt signed by an employee of Salt Lake Equipment. You have had proof of delivery for over three weeks, but your payment has not yet arrived.

Please send a check for $78.42.

Voucher #59351

The reference line on your voucher #59351, dated June 11, indicates that it is the gross payment for invoice #01G-002345. However, the voucher was only for $1171.25, while the invoice amount was $1246.37. Please send a check for $75.12 to clear this item.

Voucher #55032

Voucher #55032, dated June 15, subtracts a credit for $239.55 from the amount due. Our records do not show that any credit is due on this voucher. Please send either an explanation or a check to cover the $239.55 immediately.

Total Amount Due

Please send a check for $393.09 to cover these three items and to bring your account up to date.

Sincerely,

Neil Hutchinson Credit Representative

cc: Joan Stottlemyer , Credit Manager

Line up everything at left margin.

2–6 spaces depending on length of letter.

Title could be on a separate line.

1"–1 "1–2

5 – 8

Use first name in salutation if you’d use it on the phone.

Colon in mixed punctuation

¶ 1 never has a heading.

Bold heading

" – 1"

Single-space paragraphs. Double-space between paragraphs.

Triple-space before new heading.

Do not indent paragraphs.

Headings are optional in letters.

2–3 spaces

3–4 spaces

Leav e bottom margin of 3–6 spaces—

mor e if letter is short.

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Module 9 Formats for Letters and Memos 129

left margin. Modified block format creates a visually attractive page by moving the date

and signature block over into what would otherwise be empty white space. Modified block

is a traditional format; readers are comfortable with it.

The examples of the formats in Figures 9.2 and 9.3 show one-page letters on com-

pany letterhead. Letterhead is preprinted stationery with the organization’s name, logo,

Figure 9.3 Modified Block Format on Letterhead (mixed punctuation; letter of recommendation)

1"–1 "

September 14, 2012

Ms. Mary E. Arcas Personnel Director Cyclops Communication Technologies 1050 South Sierra Bonita Avenue Los Angeles, CA 90019

Dear Ms. Arcas:

Sincerely,

Jeanne Cederlind Vice President, Marketing

Encl.: Evaluation Form for Colleen Kangas

2–6 spaces

2–4 spaces Line up date with signature block

or of the way over to the right.

Zip code on same line

Colon in mixed punctuation

Indenting ¶ is optional in modified block.

Single-space par agraphs.

Double-space between par agraphs.

Headings are optional in letters.

2–3 spaces

2–4 spaces

3–4 spaces

Comma in mixed punctuation

Leave at least 3–6 spaces at bottom of page—more if letter is short.

Line up signature block with date.

" - 1" Let me respond to your request for an evaluation of Colleen Kangas. Colleen was hired as

a clerk-typist by Bay City Information Systems on April 4, 2008, and was promoted to Administrative Assistant the following August. At her review in June, I recommended that she be promoted again. She is intelligent with good work habits and a good knowledge of computer software.

As an Administrative Assistant, Colleen not only handles routine duties such as processing time cards, ordering supplies, and entering data, but also screens calls for two marketing specialists, answers basic questions about Bay City Information Systems, compiles the statistics I need for my monthly reports, and investigates special assignments for me. In the past eight months, she has investigated freight charges, phone systems, and firewalls. I need only to give her general directions: she has a knack for tracking down information quickly and summarizing it accurately.

Although the department’s workload has increased during the year, Colleen manages her time so that everything gets done on schedule. She is consistently poised and friendly under pressure. Her willingness to work overtime on occasion is particularly remarkable considering that she has been going to college part-time ever since she joined our firm.

At Bay City Information Systems, Colleen uses Microsoft Word and Access software. She tells me that she has also used WordPerfect and PowerPoint in her college classes.

If Colleen were staying in San Francisco, we would want to keep her. She has the potential either to become an Executive Secretary or to move into line or staff work, especially once she completes her degree. I recommend her highly.

1 2

151 Bayview Road

San Francisco, CA 81153

2 – 3

1 – 2

5 – 8

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130

address, and phone number. Figure  9.4 shows how to set up modified block format

when you do not have letterhead. (It is also acceptable to use block format without

letterhead.)

When your letter runs two or more pages, use a heading on the second page to iden-

tify it. Putting the reader’s name in the heading helps the writer, who may be printing out

Creating a Professional Image, 1 LO 9-2

Building a Critical Skill

The way you and your documents look affects the way peo-

ple respond to you and to them. Every organization has a

dress code. One young man was upset when an older man

told him he should wear wing-tip shoes. He was wearing

leather shoes but not the kind that said “I’m promotable” in

that workplace. Dress codes are rarely spelled out; the older

worker was doing the young man a favor by being direct. If

you have a mentor in the organization, ask him or her if there

are other ways you can make your appearance even more

professional. If you don’t have a mentor, look at the people

who rank above you. Notice clothing, jewelry, and hairstyles.

If you’re on a budget, go to stores that sell expensive clothing

to check the kind of buttons, the texture and colors of fabric,

and the width of lapels and belts. Then go to stores in your

price range and choose garments that imitate the details of

expensive clothing.

On casual days, wear clothes in good repair that are one or

two “notches” below what you’d wear on other days. If suits

are the norm, choose blazers and slacks or skirts. If blazers

and slacks or skirts are the norm, choose sweaters or knit sport

shirts; khakis, simple skirts, or dressier jeans; or simple dresses.

Wear good shoes and always be well groomed. Avoid anything

that’s ill-fitting or revealing.

Too many photographs, knickknacks, and posters can

make you seem frivolous. Avoid offensive photos, slogans,

or screensavers. One local government supervisor, known

for being strict, put a poster of Adolf Hitler on his door to

make light of his reputation. He so offended others that he

lost his job.

If you’re allowed to listen to music, keep the volume at a

reasonable level, and tune out “shock jocks,” whose coarse

language and offensive stereotypes may alienate people. Wear

headphones if your organization allows it.

Computer game playing and personal web surfing and

e-mailing are best done on your own time. Keep your voice-mail

message succinct and professional—find out what co-workers

say in theirs.

Organize your desk by filing papers and keeping stacks to a

minimum. Purge unneeded materials, and store food elsewhere.

Clean regularly. Water your plants. While a messy desk can be

charming to some co-workers, others find it a distraction. Some

experts even suggest excessive clutter and disorganization may

be a sign of depression or a brain injury.

While most people wouldn’t shout across an office, many

of us are louder than we think when we’re excited or happy—

monitor your volume. Keep personal conversations to a mini-

mum, in person and on the phone.

Rules for documents, like rules for clothing, are sometimes

unwritten. To make your document look professional,

• Use good visual impact (◀◀ Module 5). • Edit and proofread to eliminate errors and typos

(▶▶ Modules 14 and 15). • Make sure the ink or toner is printing evenly.

• Use a standard format.

Know your organizational culture. When in doubt, follow

the lead of someone the organization respects.

Source: Tara Parker-Pope, “A Clutter Too Deep for Mere Bins and Shelves,” The Wall Street Journal, January 1, 2008, downloaded at http:// online.wsj.com/public/article/SB119940267392266173-r6vgPqwm_F_

R4GXRfeoBN_ObjoA_20080202.html?mod 5 tff_main_tff_top .

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Module 9 Formats for Letters and Memos 131

many letters at a time, to make sure the right second page gets in the envelope. Even when

the signature block is on the second page, it is still lined up with the date.

Reader’s Name

Date

Page Number

Figure 9.4 Modified Block Format without Letterhead (open punctuation; claim letter)

Mr. Tom Miller, President Miller Office Supplies Corporation P.O. Box 2900 Lincolnshire, IL 60197-2900

Subject: Invoice No. 664907, 10/29/12

Dear Mr. Miller

My wife, Caroline Lehman, ordered and received the briefcase listed on page 71 of your catalog (881-CD-L-9Q-4). The catalog said that the Leatherizer, 881-P-4, was free. On the order blank she indicated that she did want the Leatherizer and marked "Free" in the space for price.

Nevertheless, the bill charged us for the Leatherizer.

Please remove the $3.19 charge for the Leatherizer from our bill. The total bill was for $107.53, and with the $3.19 deducted, I assume the correct amount for the bill should be $104.34. I have enclosed a check for $104.34.

Please confirm that the charge has been removed and that our account for this order is now paid in full.

Sincerely

William T. Mozing

Encl.: Check for $104.34

1"–1 " 2 – 6 spaces

11408 Brussels Ave. NE Albuquerque, NM 87111 November 5, 2012

6 – 12 spaces (1" – 2")

Single space

Subject line is optional in block & modified block.

No punctuation in open punctuation

Indenting paragraphs is optional in modified block.

" – 1"

No punctuation in open punctuation

3 - 4 spaces

2 – 4 spaces

Line up signature block with date.

1 2

5 8

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132 Unit Three Letters, Memos, E-Mail, and Web Writing

or

Reader’s Name Page Number Date

Use the format your reader expects.

Peanuts © United Feature Syndicate, Inc.

When a letter runs two or more pages, use letterhead only for page 1. (See Figures 9.5

and 9.6 .) For the remaining pages, use plain paper that matches the letterhead in weight,

texture, and color.

Set side margins of 10 to 112 ″ on the left and to 5 8 ″ to 10 on the right. If your letterhead

extends all the way across the top of the page, set your margins even with the ends of the

letterhead for the most visually pleasing page. The top margin should be three to six lines

under the letterhead, or 20 down from the top of the page if you aren’t using letterhead. If

your letter is very short, you may want to use bigger side and top margins so that the letter

is centered on the page.

Many letters are accompanied by other documents. Whatever these documents may

be—a multipage report or a two-line note—they are called enclosures, because they are enclosed in the envelope. The writer should refer to the enclosures in the body of the letter:

“As you can see from my résumé, .  .  .” The enclosure line is usually abbreviated: Encl. (see Figure 9.3 ). The abbreviation reminds the person who seals the letter to include the

enclosure(s).

Sometimes you write to one person but send copies of your letter to other people. If

you want the reader to know that other people are getting copies, list their names on the

last page. The abbreviation cc originally meant carbon copy but now means computer copy. Other acceptable abbreviations include pc for photocopy or simply c for copy. You can also send copies to other people without telling the reader. Such copies are called

blind copies . Blind copies are not mentioned on the original; they are listed on the copy saved for the file with the abbreviation bc preceding the names of people getting these copies.

You do not need to indicate that you have shown a letter to your superior or that you are

saving a copy of the letter for your own files. These are standard practices.

States with names of more than five letters are frequently abbreviated in letters and

memos. The U.S. Postal Service abbreviations use two capital letters with no punctuation.

See Figure 9.7 .

What courtesy titles should I use? LO 9-3

▶ Use “Ms.” unless a woman has a professional title or prefers a traditional title. Use “Mr.” unless a man has a professional title.

Letters require courtesy titles in the salutation unless you’re on a first-name basis with your reader. Use the first name only if you’d use it in talking to the person on the phone.

The days of the dead letter

office have changed significantly

since Herman Melville wrote

of his depressed scrivener,

Bartleby. To increase the

chances a letter stays out of the

shredder, U.S. Postal Service

workers use sophisticated

document scanners to decipher

the worst handwriting on

envelopes. While some names

and addresses are hopelessly

indecipherable, the technology

tries to salvage as many

letters as possible—more than

714 million such letters were

scanned in one year alone.

Source: Barry Newman, “Poor Penmanship Spells Job Security for

Post Office’s Scribble Specialists,”

The Wall Street Journal, November 3,

2011, http://online.wsj.com/article/

SB1000142405297020439480457

7012122145910692.html .

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Module 9 Formats for Letters and Memos 133

Figure 9.5 Second Page of a Two-Page Letter, Block Format (mixed punctuation; informative letter)

State University

Midland, TX 77208

August 10, 2013

Ms. Stephanie Voght Stephen F. Austin High School 1200 Southwest Blvd. San Antonio, TX 78214

Dear Ms. Voght:

Enclosed are 100 brochures about State University to distribute to your students. The brochures describe the academic programs and financial aid available. When you need additional brochures, just let me know.

Videotape about State University

You may also want to show your students the videotape “Life at State University.” This 45-

1"–1 "

2 – 3 spaces Colon in mixed punctuation.

1 8 9

0

1

1 7

Ye ars

of Excellen ce

2 0

0 7

Stat e U n i v e r sit

y

Stephanie Voght 2 August 10, 2013

campus life, including football and basketball games, fraternities and sororities, clubs and organizations, and opportunities for volunteer work. The tape stresses the diversity of the student body and the very different lifestyles that are available at State.

Scheduling the Videotape

To schedule your free showing, just fill out the enclosed card with your first, second, and third choices for dates, and return it in the stamped, self-addressed envelope. Dates are reserved in the order that requests arrive. Send in your request early to increase the chances of getting the date you want.

“Life at State University” will be on its way to give your high school students a preview of the college experience.

Sincerely,

Michael L. Mahler Director of Admissions

Encl.: Brochures, Reservation Form

cc: R. J. Holland, School Superintendent Jose Lavilla, President, PTS Association

Plain paper for page 2.

" – 1"

Reader’s name

Center

Also OK to line up page number, date at left under reader’s name.

Triple space before each new heading.

Same margins as p 1.

Bold headings.

Headings are optional in letters.

Comma in mixed punctuation.

3 – 4 spaces

2 – 4 spaces

1 2

1 2

" – 1"58

4300 Gateway Boulevard

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134 Unit Three Letters, Memos, E-Mail, and Web Writing

Figure 9.6 Second Page of a Two-Page Letter, Modified Block Format (mixed punctuation; goodwill letter)

November 8, 2012

Mr. Roger B. Castino Castino Floors and Carpets 418 E. North Street Brockton, MA 02410

Dear Mr. Castino:

Welcome to the team of Glenarvon Carpet dealers!

2 – 4 spaces Line up date with signature block.

Indenting par agraphs is optional in modified block.

1500 Summit Avenue Minneapolis, MN 55401

(612) 555-1002 Fax (612) 555-4032

Mr. Roger B. Castino 2 November 8, 2012

territory. In addition, as a dealer you receive

* Sales kit highlighting product features * Samples to distribute to customers * Advertising copy to run in local newspapers * Display units to place in your store.

The Annual Sales Meeting each January keeps you up-to-date on new products while you get to know other dealers and Glenarvon executives and relax at a resort hotel.

Make your reservations now for Monterey January 10-13 for your first Glenarvon Sales Meeting!

Cordially,

Barbara S. Charbonneau Vice President, Marketing

Encl.: Organization Chart Product List National Advertising Campaigns in 2013

cc: Nancy Magill, Northeast Sales Manager Edward Spaulding, Sales Representative

Plain paper for page 2 " –

1"

Reader’s name

Indent or center list to emphasize it.

Use same margins as p 1.

Line up signature block with date in heading and on p 1.

Comma in mixed punctuation.

3 – 4 spaces

1 – 4 spaces

3 – 6 spaces — more if second page isn’t a full page.

1 – 4 spaces

Center

Your first shipment of Glenarvon samples should reach you within ten days. The samples include new shades in a variety of weights. With Glenarvon Carpets, your customers can choose matching colors in heavy-duty weights for high-traffic areas and lighter, less expensive weights for less-used rooms.

1 – 2

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Module 9 Formats for Letters and Memos 135

Figure 9.7 Postal Service Abbreviations for States, Territories, and Provinces

State Name

Postal Service

Abbreviation State Name

Postal Service

Abbreviation

Alabama

Alaska

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

District of Columbia

Florida

Georgia

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

AL

AK

AZ

AR

CA

CO

CT

DE

DC

FL

GA

HI

ID

IL

IN

IA

KS

KY

LA

ME

MD

MA

MI

MN

MS

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Ohio

Oklahoma

Oregon

Pennsylvania

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

MO

MT

NE

NV

NH

NJ

NM

NY

NC

ND

OH

OK

OR

PA

RI

SC

SD

TN

TX

UT

VT

VA

WA

WV

WI

WY

Territory

Postal Service

Abbreviation Province Name

Postal Service

Abbreviation

Guam

Puerto Rico

Virgin Islands

GU

PR

VI

Alberta

British Columbia

Labrador

Manitoba

New Brunswick

Newfoundland

Northwest Territories

Nova Scotia

Ontario

Prince Edward Island

Quebec

Saskatchewan

Yukon Territory

AB

BC

LB

MB

NB

NF

NT

NS

ON

PE

PQ

SK

YT

Site to See

Go to

www.usps.gov/zip4/ welcome.htm

If you know the address, the

U.S. Post Office page will give

you the ZIP  1  4 code.

Go to

Though written for internal

audiences, memos can

go public—with stunning

consequences. A July 6,

2009, memo was among

75,000 pages of documents

Congressional investigators

scrutinized while investigating

Toyota Motor Corporation’s

recall of cars. At heart were

statements that suggested

company officials had saved

more than $100 million by

replacing floor mats rather than

issuing a more extensive safety

recall.

Source: David Shepardson, “Toyota Disavows Memo Bragging of

Savings by Limiting Recall,” The

Detroit News, February 24, 2010,

downloaded from http://www

.detnews.com/article/20100224/

AUTO01/2240435/1361/Toyota-

disavows-memo-bragging-of-

savings-by-limiting-recall .

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136 Unit Three Letters, Memos, E-Mail, and Web Writing

When You Know the Reader’s Name and Gender

When you know your reader’s name and gender, use courtesy titles that do not indicate

marital status: Mr. for men and Ms. for women. There are, however, two exceptions:

1. Use professional titles when they’re relevant.

Dr. Kristen Sorenson is our new company physician.

The Rev. Robert Townsley gave the invocation.

2. If a woman prefers to be addressed as Mrs. or Miss, use the title she prefers rather than Ms. (You-attitude [◀◀ p. 90] takes precedence over nonsexist language: address the reader as she—or he—prefers to be addressed.)

To find out if a woman prefers a traditional title,

a. Check the signature block in previous correspondence. If a woman types

her name as (Miss) Elaine Anderson or (Mrs.) Kay Royster, use the title she designates.

b. Notice the title a woman uses in introducing herself on the phone. If she says, “This

is Robin Stine,” use Ms. when you write to her. If she says, “I’m Mrs. Stine,” use the title she specifies.

c. Check your company directory. In some organizations, women who prefer tradi-

tional titles can list them with their names.

d. When you’re writing job letters or other crucial correspondence, call the company

and ask the receptionist which title your reader prefers.

Ms. is particularly useful when you do not know what a woman’s marital status is. However, even when you happen to know that a woman is married or single, you still use Ms. unless you know that she prefers another title.

In addition to using parallel courtesy titles, use parallel forms for names.

Not parallel Parallel Members of the committee will be Members of the committee will be

Mr. Jones, Mr. Yacone, and Lisa. Mr. Jones, Mr. Yacone, and Ms. Melton.

or

Members of the committee will be

Irving, Ted, and Lisa.

When You Know the Reader’s Name but Not the Gender

When you know your reader’s name but not the gender, either

1. Call the company and ask the receptionist, or

2. Use the reader’s full name in the salutation:

Dear Chris Crowell:

Dear J. C. Meath:

When You Know Neither the Reader’s Name Nor Gender

When you know neither the reader’s name nor gender, you have three options:

1. Use the reader’s position or job title:

Dear Loan Officer:

Dear Registrar:

Cathy Arnst warns against

resorting to a flurry of corres-

pondence in the workplace

for no reason, especially in

tough economic times. Among

other questionable practices

is a memo at The South Bend

Tribune instructing staff to write

daily “productivity” memos

detailing all of their actions.

Source: Cathy Arnst, “Memo Madness, or, Does Busy Work

Increase Productivity?” Bloomberg

Businessweek, February 2, 2010,

downloaded from http://www

.businessweek.com/careers/

workingparents/blog/archives/

2009/02/memo_mad ness_or.html .

Sometimes the contents of a

memo or letter can come back

to haunt the writer. Walmart

Mike Duke sent employees a

memo extolling the company’s

“strong anti-corruption”

programs, even while the

company faced allegations of

paying $24 million in bribes to

Mexican officials since 2005.

Real estate tycoon Tom Barrack

may still regret his 1,700-word

letter to employees celebrating

the important life lessons to be

learned from the Twilight book

series, which he discovered one

night while yachting in Turkey.

Sources: Diane Brady, “Wal-Mart, Avon Execs Should Stop Hiding

Behind Boards,” Bloomberg

BusinessWeek, April 25, 2012,

http://www.businessweek.

com/articles/2012-04-25/

wal-mart-avonexecs-should-

stop-hiding-behind-boards ; and

Anton Troianovski, “Twilight’

Memo: Tom Barrack’s Most

Embarrassing Moment,” The Wall

Street Journal, http://blogs.wsj.

com/developments/2010/11/29/

twilight-memo-tom-barracks-most-

embarrassing-moment .

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Module 9 Formats for Letters and Memos 137

2. Use a general group to which your reader belongs:

Dear Investor:

Dear Admissions Committee:

3. Omit the salutation and use a subject line in its place:

Subject: Recommendation for Ben Wandell

How should I set up memos? LO 9-4

▶ The standard memo format mimics block format but has no salutation, close, or signature.

Memos omit both the salutation and the close. Memos never indent paragraphs. Subject

lines are required; headings are optional. Each heading must cover all the information until

the next heading. Never use a separate heading for the first paragraph.

Figure 9.8 illustrates the standard memo format typed on a plain sheet of paper. Note

that the first letters of the reader’s name, the writer’s name, and the subject phrase are lined

up vertically. Note also that memos are usually initialed by the To/From block. Initialing

tells the reader that you have proofread the memo and prevents someone’s sending out

your name on a memo you did not in fact write.

Some organizations have special letterhead for memos. When Date/To/From/Subject are already printed on the form, the date, writer’s and reader’s names, and subject may be

set at the main margin to save typing time. (See Figure 9.9 .)

Some organizations alter the order of items in the Date/To/From/Subject block. Some organizations ask employees to sign memos rather than simply initialing them. The signa-

ture goes below the last line of the memo, starting halfway over on the page, and prevents

anyone adding unauthorized information.

If the memo runs two pages or more, use a heading at the top of the second and sub-

sequent pages (see Figure  9.10 ). Because many of your memos go to the same people,

putting a brief version of the subject line will be more helpful than just using “All

Employees.”

When Brad Garlinghouse, a

senior vice president at Yahoo

.com, wrote a lengthy message

about the company’s need to

reorganize, he used boldface,

bullet points, and metaphors

to make complex ideas easier

to follow. His Peanut Butter

Manifesto, so-called because

of his description of spreading

resources too thin, ends with

three one-line paragraphs:

So, let’s get back up.

Catch the balls.

And stop eating peanut butter.

Source: “Yahoo Memo: The ‘Peanut Butter Manifesto,’” The

Wall Street Journal, November 18,

2006, downloaded at http://

online.wsj.com/public/article/

SB116379821933826657-

0mbjXoHnQwDMFH_PVeb_

jqe3Chk_20061125.html .

Brief Subject Line

Date

Page Number

Reader’s Name Page Number Date

or

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138 Unit Three Letters, Memos, E-Mail, and Web Writing

Figure 9.8 Memo Format (on plain paper; direct request)

October 8, 2012

To: Annette T. Califero

From: Kyle B. Abrams

Subject: A Low-Cost Way to Reduce Energy Use

As you requested, I’ve investigated low-cost ways to reduce our energy use. Reducing the building temperature on weekends is a change that we could make immediately, that would cost nothing, and that would cut our energy use by about 6%.

The Energy Savings from a Lower Weekend Temperature

Lowering the temperature from 68° to 60° from 8 p.m. Friday evening to 4 a.m. Monday morning could cut our total consumption by 6%. It is not feasible to lower the temperature on weeknights because a great many staff members work late; the cleaning crew also is on duty from 6 p.m. to midnight. Turning the temperature down for only four hours would not result in a significant heat saving.

Turning the heat back up at 4 a.m. will allow the building temperature to be back to 68° by 9 a.m. Our furnace already has computerized controls which can be set to automatically lower and raise the temperature.

How a Lower Temperature Would Affect Employees

A survey of employees shows that only 14 people use the building every weekend or almost every weekend. Eighteen percent of our staff have worked at least one weekend day in the last two months; 52% say they “occasionally” come in on weekends.

People who come in for an hour or less on weekends could cope with the lower temperature just by wearing warm clothes. However, most people would find 60° too cool for extended work. Employees who work regularly on weekends might want to install space heaters.

Action Needed to Implement the Change

Would you also like me to check into the cost of buying a dozen portable space heaters? Providing them would allow us to choose units that our wiring can handle and would be a nice gesture toward employees who give up their weekends to work. I could have a report to you in two weeks.

We can begin saving energy immediately. Just authorize the lower temperature, and I’ll see that the controls are reset for this weekend.

Everything lined up at left

2 – 4 spaces

Double–space

1" – 1 "

No heading for ¶ 1

Line up

Plain paper

Writer’s initials added in ink

Capitalize first letter of each major word in subject line.

" – 1"

Triple–space before each new heading. Bold headings.

Single-space paragraphs; double-space between paragraphs.

Triple–space Capitalize first letter of each major word of heading.

Do not indent paragraphs.

Memos are initialed by To/From/Subject block — no signature

Headings are optional in memos.

1 2

5 8

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Module 9 Formats for Letters and Memos 139

Figure 9.9 Memo Format (on memo letterhead; good news)

Date:

To:

From:

Subject:

" – 1"

March 15, 2013

Annette T. Califero

Kyle B. Abrams

The Effectiveness of Reducing Building Temperatures on Weekends

Reducing the building temperature to 60˚ on weekends has cut energy use by 4% compared to last year’s use from December to February and has saved our firm $22,000.

This savings is particularly remarkable when you consider that this winter has been colder than last year’s, so that more heat would be needed to maintain the same temperature.

Fewer people have worked weekends during the past three months than during the preceding three months, but snow and bad driving conditions may have had more to do with keeping people home than the fear of being cold. Five of the 12 space heaters we bought have been checked out on an average weekend. On one weekend, all 12 were in use and some people shared their offices so that everyone could be in a room with a space heater.

Fully 92% of our employees support the lower temperature. I recommend that we continue turning down the heat on weekends through the remainder of the heating season and that we resume the practice when the heat is turned on next fall.

Margin lined up with items in To /From / Subject block to save typing time

Writer’s initials added in ink Capitalize first letter of each major word in subject line.

Headings are optional in memos.

Line up horizontally with printed Date/To/Fr om/Subject.

Triple–space

Kimball, Walls, and Morganstern

5 – 8

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140 Unit Three Letters, Memos, E-Mail, and Web Writing

Figure 9.10 Option 2 for Page 2 of a Memo (direct request)

February 18, 2013

To: Dorothy N. Blasingham

From: Roger L. Trout

Subject: Request for Second- and Third-Quarter Computer Training Sessions

Could you please run advanced training sessions on using Excel and WordPerfect in April and May and basic training sessions for new hires in June?

Advanced Sessions on Excel

Once the tax season is over, Jose Cisneros wants to have his first- and second-year people take

your advanced course on Excel. Plan on about 45-50 people in three sessions. The

people in the course already use Excel for basic spreadsheets but need to learn the fine

points of macros and charting.

If possible, it would be most convenient to have the sessions run for four afternoons rather than for two full days.

1"–1 "

" – 1"

Writer’s initials added in ink.

Triple–space

Capitalize first letter of each major word in subject line.

Double– space

¶ I never has a heading

Triple–space before a heading

Double- space between paragraphs.

R.L.T.

Bold headings

Dorothy N. Blasingham 2 February 18, 2013

before the summer vacation season begins.

Orientation for New Hires

Request for Confirmation

Let me know whether you’re free on these dates in June, and which dates you’d prefer for the sessions on Excel and WordPerfect. If you’ll let me know by February 25, we can get

information out to participants in plenty of time for the sessions.

Thanks!

Plain paper for page 2

" – 1" Page number

Also OK to line up page number, date at left under reader’s name

Same margins as p 1.

Memos are initialed by To/From/Subject block.

Headings are optional in memos.

Triple-space before a heading.

Capitalize first letter of each major word in heading.

Brief subject line or reader’s name

1 2

5 8

1 2

With a total of 16 full-time and 34 part-time people being hired either for summer or

permanent work, we’ll need at least two and perhaps three orientation sessions. We’d like to

hold these the first, second, and third weeks in June. By May 1, we should know how many

people will be in each training session.

Would you be free to conduct training sessions on how to use our computers on June 8, June

15, and June 22? If we need only two dates, we’ll use June 8 and June 15, but please block off

the 22nd too in case we need a third session.

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Module 9 Formats for Letters and Memos 141

Summary of Learning Objectives

• Block and modified block are the two standard letter formats. (LO 9-1)

• Use the same level of formality in the salutation, or greeting, as you would in talking to someone on the phone. (LO 9-1)

• Sincerely and Cordially are standard complimentary closes. (LO 9-1)

• Just as the way your documents look affects how people respond

to you, so does your appearance and behavior. (LO 9-2) • On casual days, wear clothes in good repair that are one or

two “notches” below what you’d wear on other days.

• Avoid displaying too many photographs, knickknacks, and

posters, which can make you seem frivolous.

• Save computer game playing and personal web surfing and

e-mailing for your own time.

• Organize your desk by filing papers and keeping stacks to a

minimum.

• Use Ms. as the courtesy title for a woman, unless she has a professional title, or unless she prefers a traditional title.

(LO 9-3 ) • Use Mr. as the courtesy title for a man, unless he has a profes-

sional title. (LO 9-3) • In a list of several people, use parallel forms for names. Use

either courtesy titles and last names for everyone, or use first

names for everyone. For example, it’s sexist to use “Mr.” for

each man in a document that calls all the women by their first

names. (LO 9-3) • Memos omit both the salutation and the close. Memos never

indent paragraphs. Subject lines are required; headings are

optional. Each heading must cover all the information until

the next heading. Never use a separate heading for the first

paragraph. (LO 9-4)

Assignments for Module 9

9.1 What are the differences between mixed and open punctua- tion? (LO 9-1)

9.2 What are the differences between block and modified block letter formats? (LO 9-1)

9.3 What are the differences between block format for letters and the formats for memos? (LO 9-1, LO 9-4)

9.4 What is the Postal Service abbreviation for your state or province? (LO 9-3)

Questions for Comprehension

9.5 Which letter format do you prefer? Why? (LO 9-1)

9.6 What are the advantages in telling your reader who is getting copies of your message? (LO 9-1)

9.7 Does following a standard format show a lack of originality and creativity? (LO 9-1, LO 9-4)

Questions for Critical Thinking

Make sure the subjects and verbs in your sentences agree. Subjects

and verbs agree when they are both singular or both plural:

Correct: The laser printer no longer works.

Correct: The nonworking laser printers are in the storeroom.

Often, subject–verb errors occur when other words come

between the subject and verb. Learn to correct errors by looking for

the subject—who or what is doing the principal action—and the

verb—the action itself:

Correct: A team of marketing researchers is reviewing our promotional campaign.

Correct: The four-color brochures, which cost about $1,000 to print and ship, were sent to our St. Louis affiliate.

U.S. usage treats company names and the words company and government as singular nouns. In England and countries adopting the British system, these nouns are plural:

Correct: Nationwide Insurance is

(U.S.) headquartered in Columbus, Ohio.

Correct: Lloyds of London are

(U.K.) headquartered in London.

Use a plural verb when two or more singular subjects are joined

by and.

Correct: Mr. Simmens, Ms. Lopez, and Mr. Yee were in Seoul for a meeting last week.

Making Subjects and Verbs Agree

Polishing Your Prose

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142 Unit Three Letters, Memos, E-Mail, and Web Writing

Use a singular verb when two or more singular subjects are

joined by or, nor, or but. Follow this rule when using neither/nor and either/or combinations. However, when one of the subjects is plural, choose the verb based on the subject nearest the verb.

Correct: Neither Crandall nor the Panzinis want to play on the department’s softball team this year.

Correct: Either the Panzinis or Crandall needs to help keep score.

Correct: Neither Dr. Hroscoe nor Mr. Jamieson is in today.

When the sentence begins with There or Here, make the verb agree with the subject that follows the verb:

Correct: There were blank pages in the fax we received.

Correct: Here is the information on the job candidate you requested.

Some words that end in s are considered singular and require singular verbs:

Correct: The World Series features advertisements of our product in the stadium.

For some nouns, singular and plural forms can be spelled the

same. Examples are data, deer, and fish. Choose a verb based on how you are using the word—singular or plural.

When you encounter situations that don’t seem to fit the rule, or

when following the rules produces an awkward sentence, rewrite

the sentence to avoid the problem:

Problematic: The grant coordinator in addition to the awarding agency (is, are?) happy with the latest proposal

we submitted.

Better: The grant coordinator and the awarding agency are happy with the latest proposal we submitted.

Exercises

Choose the correct verb or rewrite the sentence.

1. My tablet PC’s apps [is/are] truly exceptional.

2. What [is/are] Mainwaring, Inc., employees doing to prepare

for the one-week plant shutdown?

3. We [makes/make] more profit in one week in Asia than in a

whole month in the U.S.

4. Both Colin and Danita [plans/plan] to return to school for an

MBA.

5. Either Ashley or Phillip [needs/need] to submit an expense

report for the team.

6. While the vice president in addition to her staff [is/are] plan-

ning to attend, we have yet to get an actual confirmation.

7. Even though Jill, Marianne, Theodore, and Svetlana

[has/have] traveled extensively, they [is/are] still good candi-

dates for intercultural communication training.

8. Neither Li Xiang nor the DuChamps [intends/intend] to pur-

chase stock until they fully understand how market changes

[affects/affect] performance.

9. There [is/are] many good reasons to start saving early for retire-

ment. The most obvious [is/are] time [is/are] on your side.

10. My glasses [was/were] broken, so I had to ask people to help

me read the fine print; people [was/were] happy to help,

but I [expects/expect] now to always have a spare set in the

future.

Check your answers to the odd-numbered exercises at the back of the book.

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143

Informative and Positive Messages 10

LEARNING OBJECTIVES

W e categorize messages both by the author’s purposes and by the initial response we expect

from the reader. In an informative or positive message, you expect the audience to respond

neutrally to the message or to be pleased. Negatives are minor; they are not the main point of the

message. You must convey information but are not asking the audience to do anything. However, you

may well want the reader to save the information and act on it later on. You usually do want to build

positive attitudes toward the information you are presenting, so in that sense, even an informative

message has a persuasive element.

LO 10-1 Create subject lines for informative and positive messages.

LO 10-2 Apply strategies for informative and positive message organization.

LO 10-3 Identify situations for reader benefits use with informative and

positive messages.

LO 10-4 List common kinds of informative and positive messages.

LO 10-5 Apply strategies for informative and positive message analysis with

PAIBOC.

LO 10-6 Create goodwill endings for informative and positive messages.

Module 10 focuses on helping you write effective informative and positive messages. After

completing the module, you should be able to

Module

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144 Unit Three Letters, Memos, E-Mail, and Web Writing

Informative and positive messages include

• Acceptances.

• Positive answers to reader requests.

• Information about procedures, products, services, or options.

• Announcements of policy changes that are neutral or positive.

• Changes that are to the reader’s advantage.

Even a simple informative or good news message usually has several purposes:

Primary Purposes:

• To give information or good news to the reader or to reassure the reader.

• To have the reader read the message, understand it, and view the information positively.

• To deemphasize any negative elements.

Secondary Purposes:

• To build a good image of the writer.

• To build a good image of the writer’s organization.

• To cement a good relationship between the writer and reader.

• To reduce or eliminate future correspondence on the same subject so the message

doesn’t create more work for the writer.

What’s the best subject line for an informative or positive message? LO 10-1

▶ One that contains the basic information or good news.

A subject line is the title of a document. It aids in filing and retrieving the document, tells readers why they need to read the document, and provides a framework in which to set

what you’re about to say.

Subject lines are standard in memos. Letters are not required to have subject lines

(◀◀ Module 9). However, a survey of business people in the Southwest found that 68% of them considered a subject line in a letter to be important, very important, or essential;

only 32% considered subject lines to be unimportant or only somewhat important. 1

A good subject line meets three criteria: it is specific, concise, and appropriate to the

kind of message (positive, negative, persuasive).

Piper Weiss believes that an

out-of-office e-mail reply from

Josh Kopelman is the best

she’s ever seen. The message

announces that he is out of the

office, of course, but goes on to

stress that he and his wife are

on vacation and would prefer to

be left alone, going so far as to

create an e-mail with the moniker

“interruptyourvacation@” should

anyone want to contact him.

The reply preserves goodwill

while emphasizing that Kopelman

is still available if the need to

contact him is important.

Source: Piper Weiss, “The Best Out-of-Office E-Mail Ever Written,

September 2, 2011, http://shine.

yahoo.com/channel/life/the-best-

out-of-office-email-ever-written-

2538155/.

Good news comes in many forms.

MOTHER GOOSE & GRIM © 2010 Grimmy, Inc. Reprinted with permission of King Features Syndicate.

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Module 10 Informative and Positive Messages 145

Making Subject Lines Specific

The subject line needs to be specific enough to differentiate that message from others on

the same subject, but broad enough to cover everything in the message.

Too general: Training Sessions

To make this general subject line more specific, identify the particular topic of this message.

Better: Dates for 2013 Training Sessions or: Evaluation of Training Sessions on Conducting Interviews or: Should We Schedule a Short Course on Proposal Writing?

Making Subject Lines Concise

Most subject lines are relatively short—usually no more than 10 words, often only

3 to 7 words. 2

Wordy: Survey of Student Preferences in Regards to Various Pizza Factors

Again, the best revision depends on the specific factors you’ll discuss.

Better: Students’ Pizza Preferences or: The Feasibility of a Cassano’s Branch on Campus or: What Students Like and Dislike about Cassano’s Pizza

If you can’t make the subject both specific and short, be specific.

Making Subject Lines Appropriate for the Pattern of Organization

In general, do the same thing in your subject line that you would do in the

first paragraph.

When you have good news for the reader, build goodwill by highlighting it in the

subject line. When your information is neutral, summarize it concisely for the subject line.

Subject: Discount on Rental Cars Effective January 2

Starting January 2, as an employee of Amalgamated Industries you can get a

15% discount on cars you rent for business or personal use from Roadway Rent-a-Car.

Subject: Update on Arrangements for Videoconference with France

In the last month, we have chosen the participants and developed a tentative agenda

for the videoconference with France scheduled for March 21.

How should I organize informative and positive messages? LO 10-2

▶ Put the good news and a summary of the information first.

The patterns of organization in this module and the modules that follow will work for

70% to 90% of the writing situations most people in business, government, and nonprofit

organizations face. Using the appropriate pattern can help you compose more quickly and

create a better final product.

A customer escorted out of

an Alamo Drafthouse movie

theater in Austin, Texas, for

violating the chain’s no-talking/

no-texting policy may have

thought she was getting the

last laugh when she later left

a profanity-laced message on

voice mail, but the joke turned

out to be on her. The company

spliced the rants into a public

service announcement now

shown before each film to

inform rude cell phone users

of the policy. Accordingly, the

uncensored version is shown

only before R-rated films.

Source: Phoebe Connelly, “Texas Movie Theater Makes an Example

(and a PSA) of a Texting Audience

Member,” June 7, 2011, http://news.

yahoo.com/s/yblog_thelookout/

20110607/us_yblog_thelookout/

texas-movie-theater-makes-an-

example-and-a-psa-of-a-texting-

audience-member.

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146 Unit Three Letters, Memos, E-Mail, and Web Writing

• Be sure you understand the rationale behind each pattern so that you can modify the

pattern if necessary. (For example, if you write instructions, any warnings should go up

front, not in the middle of the message.)

• Not every message that uses the basic pattern will have all the elements listed. The

elements you do have will go in the order presented in the pattern.

• Sometimes you can present several elements in one paragraph. Sometimes you’ll need

several paragraphs for just one element.

Present informative and positive messages in the following order:

1. Give any good news and summarize the main points. Share good news immediately. Include details such as the date policies begin and the percent of a discount. If the reader

has already raised the issue, make it clear you’re responding.

2. Give details, clarification, background. Don’t repeat information from the first paragraph. Do answer all the questions your reader is likely to have; provide all

the information necessary to achieve your purposes. Present details in the order of

importance to the reader.

3. Present any negative elements—as positively as possible. A policy may have limits; information may be incomplete; the reader may have to satisfy requirements to get a

discount or benefit. Make these negatives clear, but present them as positively as possible.

4. Explain any reader benefits. Most informative memos need reader benefits. Show that the policy or procedure helps readers, not just the company. Give enough detail to make

the benefits clear and convincing. In letters, you may want to give benefits of dealing

with your company as well as benefits of the product or policy.

In a good news message, it’s often possible to combine a short reader benefit with a

goodwill ending in the last paragraph.

5. Use a goodwill ending: positive, personal, and forward-looking. Shifting your emphasis away from the message to the specific reader suggests that serving the reader

is your real concern.

Figure 10.1 summarizes the pattern. Figures 10.2 and 10.3 illustrate two ways that the

basic pattern can be applied. (◀◀ Figures 9.5 and 9.9 also use this pattern.) The letter in Figure 10.2 authorizes a one-year appointment that the reader and writer

have already discussed and describes the organization’s priorities. Because the writer

knows that the reader wants to accept the job, the letter doesn’t need to persuade. The

opportunity for the professor to study records that aren’t available to the public is an

implicit reader benefit; the concern for the reader’s needs builds goodwill.

The memo in Figure  10.3 announces a new employee benefit. The first paragraph

summarizes the policy. Paragraph 2 gives details. Negative elements are in paragraphs

3 and 4, stated as positively as possible. Paragraphs 5 to 7 give reader benefits and show

that everyone—even part-timers who are not eligible for reimbursement—will benefit

from the new program.

Consuming chocolate

apparently can change a

person’s mood—in as little

as three minutes, according

to one study. The quality of

the chocolate affects how

well it changes mood, and

researchers theorize that

the benefits are due to the

sensory pleasure of taste and

the emotional associations

with chocolate rather than

impacts on the brain’s

neurotransmitters.

Source: Susan Albers, “The 3-Minute Effect of Chocolate,”

Psychology Today, October 10,

2011, http://www.psychology

today.com/blog/comfort-cravings/

201110/the-3-minute-effect-

chocolate.

Figure 10.1 How to

Organize an Informative or

Positive Message

Main Point

Details

Negatives

Reader Benefits

Goodwill Ending

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Module 10 Informative and Positive Messages 147

March 8, 2012

Professor Adrienne Prinz Department of History Duke University Durham, North Carolina 27000

Dear Professor Prinz:

Your appointment as archivist for Interstate Fidelity Insurance has been approved. When you were in Atlanta in December, you said that you could begin work June 1. We’d like you to start then if that date is still good for you.

The Board has outlined the following priorities for your work:

1. Organize and catalogue the archives. You’ll have the basement of the Palmer Building for the archives and can requisition the supplies you need. You’ll be able to control heat and humidity; the budget doesn’t allow special lighting or security measures.

2. Prepare materials for a 4-hour training session in October for senior-level managers. We’d like you to cover how to decide what to send to the archives. If your first four months of research uncover any pragmatic uses for our archives (like Wells Fargo’s use of archives to teach managers about past pitfalls), include those in the session.

3. Write an article each month for the employee newsletter describing the uses of the ar- chives. When we’re cutting costs in other departments, it’s important to justify committing funds to start an archive program.

4. Study the IFI archives to compile information that (a) can help solve current management problems, (b) could be included in a history of the company, and (c) might be useful to scholars of business history.

5. Begin work on a corporate history of IFI. IFI will help you find a publisher and support the book financially. You’ll have full control over the content.

Your salary will be $41,000 for six months; your contract can be renewed twice for a total of 18 months. You’re authorized to hire a full-time research assistant for $19,000 for six months; you’ll need to go through the normal personnel request process to request that that money be continued next year. A file clerk will be assigned full-time to your project. You’ll report to me. At least for the rest of this calendar year, the budget for the Archives Project will come from my department.

Tactful Good news

Details

These provisions will appeal

to the reader Salary is

deemphasiz ed

to avoid implying

that reade r

is “just taking the job for the

money”

Negative

about lighti ng

and securit y

presented

impersonall y

Negative that reade

r will have

to reapply presented as normal procedure

Assumes reader’s primary interest is the job

100 Interstate Plaza Atlanta, GA 30301 404-555-5000 Fax: 404-555-5270

nterstate Fidelity nsurance Company

IFI offices are equipped with Pentium computers with Microsoft Office Professional Plus 2010. Is there any software that we should buy for cataloguing or research? Are there any office supplies that we need to have on hand June 1 so that you can work efficiently?

Figure 10.2 A Positive Letter

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Instant Replay

Organizing Informative

and Positive Messages

1. Give any good news and

summarize the main points.

2. Give details, clarification,

background.

3. Present any negative

elements—as positively as

possible.

4. Explain any reader benefits.

5. Use a goodwill ending:

positive, personal, and

forward-looking.

Confirming pages

148 Unit Three Letters, Memos, E-Mail, and Web Writing

Goodwill ending

Professor Adrienne Prinz March 8, 2012 Page 2

In the meantime,

1. Please send your written acceptance right away.

2. Let me know if you need any software or supplies.

3. Send me the name, address, and Social Security number of your research assistant by May 1 so that I can process his or her employment papers.

4. If you’d like help finding a house or apartment in Atlanta, let me know. I can give you the name of a real estate agent.

On June 1, you’ll spend the morning in Personnel. Stop by my office at noon. We’ll go out for lunch, and then I’ll take you to the office you‘ll have while you’re at IFI.

Welcome to IFI!

Cordially,

Cynthia Yen Director of Education and Training

Figure 10.2 A Positive Letter (Continued )

When should I use reader benefits in informative and positive messages? LO 10-3

▶ When you want readers to view your policies and your organization positively.

Not all informative and positive messages need reader benefits (◀◀ p. 112). You don’t need reader benefits when

• You’re presenting factual information only.

• The reader’s attitude toward the information doesn’t matter.

• Stressing benefits may make the reader sound selfish.

• The benefits are so obvious that to restate them insults the reader’s intelligence. (See

Figure 10.2 .)

You do need reader benefits when

• You are presenting policies.

• You want to shape readers’ attitudes toward the information or toward your organization.

• Stressing benefits presents readers’ motives positively.

• Some of the benefits may not be obvious to readers.

Messages to customers or potential customers sometimes include a sales paragraph pro-

moting products or services you offer in addition to the product or service that the reader

has asked about. Sales promotion in an informative or positive message should be low-key,

not “hard sell.”

I R

Organizing I

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Module 10 Informative and Positive Messages 149

March 1, 2013

To: All Chamber Employees and Members of the Chamber Insurance Group

From: Lee Ann Rabe, Vice President for Human Resources

Subject: Health Care Benefits for Same-Sex Partners

Beginning May 1, same-sex partners of employees covered by the Chamber’s Health Plan will be eligible for the same coverage as spouses.

In order to have a partner covered, an employee must sign an affidavit in the Human Resources Department stating that the employee and his or her partner (1) live together, (2) intend to stay together, and (3) are responsible for each other. If the relationship ends, employees must notify the Human Resources Department within 30 days, just as do married couples who divorce.

Costs and coverage of the Chamber’s Health Plan remain the same. Dental and vision coverage are also available for a fee; limitations apply and remain the same. For information about the specifics of the Chamber’s Health Plan, pick up a brochure in the Human Resources Department.

Opposite-sex couples must still marry to receive the spousal coverage.

Extending coverage to same-sex partners of employees shows the Chamber as a progressive, open-minded organization. This in turn portrays Columbus in a positive light.

The new policy will affect not only Chamber employees but also the small businesses that are a part of the Chamber’s Health Plan. New businesses may see the change as a reason to join the Chamber—and the Health Plan. Growth in the Health Plan creates a wider base for insurance premiums and helps keep costs as low as possible. Additional Chamber members give us the funds and resources to plan more conferences for members. These conferences, such as the recent “R&D in Ohio’s Small Businesses,” help Chamber members do business successfully.

Making the Health Plan more comprehensive keeps us competitive with other major U.S. cities. As we move out of the recession, businesses are carefully considering possible moves. A policy change like this one shows Columbus’ continued goodwill toward minorities in general and will make convincing businesses to relocate here that much easier.

Selling Columbus as a good place to live and do business has never been easier.

Good news i n subject lin

e

and first pa ragraph

Negatives presented as positively as possible

Details

Good news

Reader Benefits

Goodwill ending

Negatives

Figure 10.3 A Positive Memo

Reader benefits are hardest to develop when you are announcing policies. The organiza-

tion probably decided to adopt the policy because it appeared to help the organization; the

people who made the decision may not have thought at all about whether it would help or

hurt employees. Yet reader benefits are most essential in this kind of message so readers

see the reason for the change and support it.

When you present reader benefits, be sure to present advantages to the reader. Most new policies help the organization in some way, but few workers will see their own interests

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150 Unit Three Letters, Memos, E-Mail, and Web Writing

as identical with the organization’s. Even if the organization saves money or increases its

profits, workers will benefit directly only if they own stock in the company, if they’re high

up enough to receive bonuses, if the savings enables a failing company to avoid layoffs,

or if all of the savings goes directly to employee benefits. In many companies, any money

saved will go to executive bonuses, shareholder profits, or research and development.

To develop reader benefits for informative and positive messages, use the steps sug-

gested in Module 8. Be sure to think about intrinsic benefits (◀◀ p. 117) of your pol- icy—that is, benefits that come from the activity or policy itself, apart from any financial

benefits. Does a policy improve the eight hours people spend at work?

What are the most common kinds of informative and positive messages? LO 10-4

▶ Transmittals, confirmations, summaries, adjustments, and thank-you notes.

Many messages can be informative, negative, or persuasive depending on what you have to

say. A transmittal, for example, can be positive when you’re sending glowing sales figures

or persuasive when you want the reader to act on the information. A performance appraisal

is positive when you evaluate someone who’s doing superbly, negative when you want to

compile a record to justify firing someone, and persuasive when you want to motivate a

satisfactory worker to continue to improve. A collection letter is persuasive; it becomes

negative in the last stage when you threaten legal action. Each of these messages is dis-

cussed in the module for the pattern it uses most frequently. However, in some cases you

will need to use a pattern from a different module.

Transmittals

When you send someone something in an organization, attach a memo or letter of trans-

mittal explaining what you’re sending. A transmittal can be as simple as a small yellow

Post-it™ note with “ FYI ” written on it (“For Your Information”) or it can be a sepa- rate typed document, especially when it transmits a formal document such as a report

(▶▶ see Module 24). Organize a memo or letter of transmittal in this order:

1. Tell the reader what you’re sending.

2. Summarize the main point(s) of the document.

3. Indicate any special circumstances or information that would help the reader understand

the document. Is it a draft? Is it a partial document that will be completed later?

4. Tell the reader what will happen next. Will you do something? Do you want a response?

If you do want the reader to act, specify exactly what you want the reader to do and give

a deadline.

Sharing information is crucial to business

success. To drive home that point, Siemens

deposited 60 managers from around the

world on the shores of a lake south of

Munich, Germany, and told them to build

rafts. They weren’t allowed to talk: They

had to write messages and diagrams on

flip charts. Back in the office, ShareNet lets

employees around the world ask questions

and share answers.

It’s unfair to make a negative

message sound like a positive

one. When Merrick Bank

acquired NextCard, a customer

claimed he was offered “a

favor” that split the $120

annual fee into $10 payments.

The customer called to point

out he didn’t have an annual

fee, so the customer service

representative told him, “You

do now.” He canceled his

$300-limit credit card. AT&T’s

Universal Card allegedly offered

one customer a 7.9% APR

on balance transfers. The

problem was her card already

had a 7.35% APR. In addition,

subprime credit card offers—

those to high-risk borrowers—

may require careful reading.

Premier Bankcard recently

offered such customers a credit

card with a $300 limit and a

79.9% APR, all perfectly legal

so long as there’s disclosure.

Said CEO Miles Beacom, “From

our initial research we know

that 83 percent of the people

who accepted the offer are fully

aware of the interest rate they

are receiving and the purpose

of the credit card to help

re-establish credit.”

Source: Dayana Yochim, “Awful Offers,” The Motley Fool,

downloaded at http://fool.com/

ccc/manage/manage05.htm,

September 5, 2005; and Connie

Prater, “Issuer of 79.9% Interest

Rate Credit Card Defends Its

Product,” downloaded on February

12, 2010, at http://finance.

yahoo.com/banking-budgeting/

article/108839/issuer-of-79.9-

interest-rate-credit-card-defends-

its-product?mod5bb-creditcards.

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Module 10 Informative and Positive Messages 151

Frequently, transmittals have important secondary purposes, such as building goodwill

and showing readers that you’re working on projects they value.

Confirmations

Many informative messages record oral conversations. These messages are generally short

and give only the information shared orally; they go to the other party in the conversation.

Start the message by indicating that it is a confirmation, not a new message:

As we discussed on the phone today, . . .

As I told you yesterday, . . .

Attached is the meeting schedule we discussed earlier today.

Summaries

You may be asked to summarize a conversation, a document, or an outside meeting for

colleagues or superiors. (Minutes of an internal meeting are usually more detailed. See

Module 18 for advice on writing minutes of meetings.)

In a summary of a conversation for internal use, identify

• The people who were present.

• The topic of discussion.

• Decisions made.

• Who does what next.

To summarize a document

1. Start with the main point.

2. Give supporting evidence and details.

3. Evaluate the document, if your audience asks for evaluation.

4. Identify the actions your organization should take based on the document. Should

others in the company read this book? Should someone in the company write a letter to

the editor responding to this newspaper article? Should your company try to meet with

someone in the organization that the story is about?

Adjustments and Responses to Complaints

A lot of consumers are angry these days, and organizations should be responding to their

complaints. In a recent survey by Customer Care Measurement and Consulting, 45% of

the consumers said they had had problems with a product or service in the past year, and

more than two-thirds of them were “very” or “extremely” upset about their problem. Most

said they told friends or other people about their bad experience. This kind of bad publicity

is even riskier in an Internet economy. A business traveler from Seattle was furious when

a hotel told him at two o’clock in the morning that his supposedly guaranteed room was

already occupied. The traveler had to demand that the reluctant night clerk find him some-

where else to spend the night. Upon his return home, the consultant prepared a Power-

Point presentation about his experience and e-mailed it to some friends. Fortunately for the

hotel, he also mailed a copy to the manager. As the humorous presentation was forwarded

to more and more readers, the hotel quickly contacted him to solve the problem. 3

When you grant a customer’s request for an adjusted price, discount, replacement, or

other benefit to resolve a complaint, do so in the very first sentence.

Your Visa bill for a night’s lodging has been adjusted to $63. Next month a credit of

$37 will appear on your bill to reimburse you for the extra amount you were originally

asked to pay.

Instant Replay

Use reader benefits when

• You are presenting policies.

• You want to shape readers’

attitudes toward the

information or toward your

organization.

• Stressing benefits presents

readers’ motives positively.

• Some of the benefits may

not be obvious to readers.

I R

Use reader ben

Social media like Twitter

are letting angry customers

complain about the way

their complaints are handled.

MIT’s Michael Schrage

recommends companies be

more transparent with how they

handle both the complaints

and the compliments, or,

as he puts it, avoiding the

Watergate aphorism “The

cover-up is worse than the

crime.” He recommends

companies consider proactive

solutions, such as posting the

top 100 call center transcripts

so visitors can see just what

happens when someone

contacts the company.

Source: Michael Schrage, “A Better Way to Handle Publicly

Tweeted Complaints,” Bloomberg

Businessweek, November 21,

2011, http://www.businessweek.

com/management/a-better-

way-to-handle-publicly-tweeted-

complaints-11212011.html.

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152 Unit Three Letters, Memos, E-Mail, and Web Writing

Don’t talk about your own process in making the decision. Don’t say anything that

sounds grudging. Give the reason for the original mistake only if it reflects credit on the

company. (In most cases, it doesn’t, so the reason should be omitted.)

Thank-You and Congratulatory Notes

Sending a thank-you note will make people more willing to help you again in the future. Thank-you letters can be short but must be prompt. They need to be specific to

sound sincere.

Congratulating someone can cement good feelings between you and the reader and

enhance your own visibility. Again, specifics help.

Avoid language that may seem condescending or patronizing. A journalism profes-

sor was offended when a former student wrote to congratulate her for a feature article

that appeared in a major newspaper. As the professor pointed out, the letter’s language

implied that the writer had more status than the person being praised. The praiser was

“quite impressed,” congratulated the professor on reaching a conclusion that the praiser

had already reached, and assumed that the professor would have wanted to discuss matters

with the praiser. To the reader, “Keep up the good work!” implied that the one cheering her

on had been waiting for ages at the finish line. 4

How can I apply what I’ve learned in this module? LO 10-5

▶ Plan your activities and answer the PAIBOC questions.

Before you tackle the assignments for this module, examine the following problem.

Figure 4.1 (◀◀ p. 62) lists the activities needed to produce a good message. See how the PAIBOC questions probe the basic points required for a solution. Study the two sample

solutions to see what makes one unacceptable and the other one good. Note the recom-

mendations for revision that could make the good solution excellent. 5 The checklist at the

end of the Module in Figure 10.6 can help you evaluate a draft.

Paul S. Gumbinner, president

of the executive search firm

that bears his name, says that

while 60% of job candidates

send the company a thank-

you note after an interview,

interviewers sending like

messages is almost unheard

of and a missed opportunity

to build goodwill. One person

who received a thank-you from

an interviewer “was blown

away by the gesture and called

to tell me that she was utterly

impressed and how much

she wanted to work for this

company.”

Source: Paul S. Gumbinner, “Companies Should Send

Candidates Thank-You Notes, Too,”

Advertising Age, January 20, 2010,

from http://adage.com/talentworks/

article?article_id5141600.

Thank-you notes can be written

on standard business stationery,

using standard formats. But one

student noticed that his adviser

really liked cats and had pictures

of them in her office. So he found

a cat card for his thank-you note.

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Module 10 Informative and Positive Messages 153

Problem

Interstate Fidelity Insurance (IFI) uses computers to handle its payments and billings.

There is often a time lag between receiving a payment from a customer and recording it on

the computer. Sometimes, while the payment is in line to be processed, the computer sends

out additional notices: past-due notices, collection letters, even threats to sue. Customers

are frightened or angry and write asking for an explanation. In most cases, if they just

waited a little while, the situation would be straightened out. But policyholders are afraid

that they’ll be without insurance because the company thinks the bill has not been paid.

IFI doesn’t have the time to check each individual situation to see if the check did arrive

and has been processed. It wants you to write a letter that will persuade customers to wait.

If something is wrong and the payment never reached IFI, IFI would send a legal notice

to that effect saying that the policy would be canceled by a certain date (which the notice

would specify) at least 30 days after the date on the original premium bill. Continuing

customers always get this legal notice as a third chance (after the original bill and the past

due notice).

Prepare a form letter that can go out to every policyholder who claims to have paid a

premium for automobile insurance and resents getting a past-due notice. The letter should

reassure readers and build goodwill for IFI.

Analysis of the Problem

P What are your purposes in writing or speaking? To reassure readers: they’re covered for 30 days. To inform them they can

assume everything is OK unless they receive a second notice. To avoid further correspondence on this subject. To build goodwill for IFI: (a) we don’t want to

suggest IFI is error-prone or too cheap to hire enough people to do the necessary

work; (b) we don’t want readers to switch companies; (c) we do want readers to

buy from IFI when they’re ready for more insurance.

A Who is (are) your audience(s)? How do the members of your audience differ from each other? What characteristics are relevant to this particular message?

Automobile insurance customers who say they’ve paid but have still received

a past-due notice. They’re afraid they’re no longer insured. Because it’s a form

letter, different readers will have different situations: in some cases payment did

arrive late, in some cases the company made a mistake, in some the reader never

paid (check lost in mail, unsigned, bounced, etc.).

I What information must your message include? Readers are still insured. We cannot say whether their checks have now been

processed (company doesn’t want to check individual accounts). Their insurance

will be canceled if they do not pay after receiving the second past-due notice (the

legal notice).

B What reasons or reader benefits can you use to support your position? Computers help us provide personal service to policyholders. We offer policies to

meet all their needs. Both of these points would need specifics to be interesting

and convincing.

O What objections can you expect your reader(s) to have? What negative elements of your message must you deemphasize or overcome?

Computers appear to cause errors. We don’t know if the checks have been

processed. We will cancel policies if their checks don’t arrive.

C How will the context affect the reader’s response? Think about your relationship to the reader, morale in the organization, the economy, the time of year, and any special

circumstances

Site to See

Go to

www.bluemountain.com/ Electronic greeting cards are

fun to send and receive; they

build goodwill.

Site to See

Go to

www.planetfeedback.com To read sample letters praising

companies, choose a company

or industry and choose

Compliment under

Feedback Type.

The earliest known written

appearance of the word

“information” occurred in 1387,

and in terms of online use, it’s

the 22nd most common word

in the English language.

Source: Jennifer Schuessler, “Too Much Information About

‘Information’?” The New

York Times, March 23, 2011,

http://artsbeat.blogs.nytimes.

com/2011/03/23/too-much-

information-about-information/.

Go to

Go to

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154

The insurance business is highly competitive—other companies offer similar rates

and policies. The customer could get a similar policy for about the same money

from someone else. Most people find that money is tight, so they’ll want to keep

insurance costs low. On the other hand, the fact that prices are steady or rising means

that the value of what they own is higher—they need insurance more than ever.

Many insurance companies are refusing to renew policies (car, liability,

malpractice insurance). These refusals to renew have gotten lots of publicity, and

many people have heard horror stories about companies and individuals whose

insurance has been canceled or not renewed after a small number of claims.

Readers don’t feel very kindly toward insurance companies.

People need car insurance. If they have an accident and aren’t covered, they not

only have to bear the costs of that accident alone but also (depending on state law)

may need to place as much as $50,000 in a state escrow account to cover future

accidents. They have a legitimate worry.

Discussion of the Sample Solutions The solution in Figure  10.4 is unacceptable. The red marginal comments show problem

spots. Because this is a form letter, we cannot tell customers we have their checks; in some

cases, we may not. The letter is far too negative. The explanation in paragraph 2 makes IFI

look irresponsible and uncaring. Paragraph 3 is far too negative. Paragraph 4 is too vague;

there are no reader benefits; the ending sounds selfish.

A major weakness with the solution is that it lifts phrases straight out of the problem;

the writer does not seem to have thought about the problem or about the words he or she is

using. Measuring the draft against the answers to the questions for analysis suggests that

this writer should start over.

The solution in Figure 10.5 is much better. The blue marginal comments show the let-

ter’s strong points. The message opens with the good news that is true for all readers.

(Whenever possible, one should use the good news pattern of organization.) Paragraph 2

Writing a Goodwill Ending LO 10-6

Building a Critical Skill

Goodwill endings focus on the business relationship you share with your reader. When you write to one person, a good last

paragraph fits that person specifically. When you write to some-

one who represents an organization, the last paragraph can refer

to your company’s relationship to the reader’s organization.

When you write to a group (for example, to “All Employees”)

your ending should apply to the whole group.

Possibilities include complimenting the reader for a job well

done, describing a reader benefit, or looking forward to some-

thing positive that relates to the subject of the message.

For example, consider possible endings for a letter answer-

ing the question, “When a patient leaves the hospital and

returns, should we count it as a new stay?” For one company,

the answer was that if a patient was gone from the hospital

overnight or longer, the hospital should start a new claim when

the patient was readmitted.

Weak closing Should you have any questions regarding this paragraph: matter, please feel free to call me.

Goodwill Many employee-patients appreciate the freedom ending: to leave the hospital for a few hours. It’s nice

working with a hospital that is flexible enough to

offer that option.

Also Omit the paragraph; stop after the acceptable: explanation.

Some writers end every message with a standard invitation:

If you have questions, please do not hesitate to ask.

That sentence lacks positive emphasis (◀◀ p. 102). But say- ing “feel free to call”—though more positive—is rarely a good

idea. Most of the time, the writer should omit the sentence and

make the original message clear.

One of the reasons you write is to save the time needed

to tell everyone individually. People in business aren’t

shrinking violets; they will call if they need help. Do make

sure your phone number is in the letterhead or is typed below

your name. You can also add your e-mail address below

your name.

With nearly 25% of the global

workforce depressed, the

challenge is for employers

to find ways to improve the

emotional well-being of workers.

Happy employees translate

into more productive ones. In

the U.S. alone, estimates of the

costs are as high as $51 billion

annually due to absenteeism

and lost productivity from

depressed employees.

Sources: Victoria McGrane, “Nearly Quarter of Workers Are Depressed,”

The Wall Street Journal, November

11, 2011, http://blogs.wsj.com/

economics/2011/11/11/nearly-

quarter-of-workers-are-depressed/;

and Jhaneel Lockhart, “Employee

Depression Costs Workplaces

$51 Billion Annually,” The Business

Insider, January 17, 2012, http://

articles.businessinsider.com/

2012-01-17/strategy/30634551_1_

depression-productivity-

absenteeism.

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Module 10 Informative and Positive Messages 155

Figure 10.4 An Unacceptable Solution to the Sample Problem

Dear Customer:

Relax. We got your check.

There is always a time lag between the time payments come in and the time they are processed. While payments are waiting to be processed, the computer with super- human quickness is sending out past-due notices and threats of cancellation.

Cancellation is not something you should worry about. No policy would be canceled without a legal notice to that effect giving a specific date for cancellation which would be at least 30 days after the date on the original premium notice.

If you want to buy more insurance, just contact your local Interstate Fidelity agent. We will be happy to help you.

Sincerely,

Not necess arily true.

Reread prob lem.

Too negative

This explanation

makes

company look bad.

Need to present this positive

ly

Need date

This paragraph isn't specific enough to

work

as a reader benefit. It lacks you-attitud

e and

positive emphasis.

Figure 10.5 A Good Solution to the Sample Problem

Dear Customer:

Your auto insurance is still in effect.

Past-due notices are mailed out if the payment has not been processed within three days after the due date. This may happen if a check is delayed in the mail or arrives without a signature or account number. When your check arrives with all the necessary information, it is promptly credited to your account.

Even if a check is lost in the mail and never reaches us, you still have a 30-day grace period. If you do get a second notice, you’ll know that we still have not received your check. To keep your insurance in force, just stop payment on the first check and send a second one.

Computer processing of your account guarantees that you get any discounts you’re eligible for: multicar, accident-free record, good student. If you have a claim, your agent uses computer tracking to find matching parts quickly, whatever car you drive. You get a check quickly—usually within three working days—without having to visit dealer after dealer for time-consuming estimates.

Today, your home and possessions are worth more than ever. You can protect them with Interstate Fidelity’s homeowners’ and renters’ policies. Let your local agent show you how easy it is to give yourself full protection. If you need a special rider to insure a personal computer, a coin or gun collection, or a fine antique, you can get that from IFI, too.

Whatever your insurance needs—auto, home, life, or health—one call to IFI can do it all.

Sincerely,

Good ¶ 1. T rue

for all reade rs

Good you-attitude

Good to treat notice

as information,

tell reader what to do if

it arrives

Benefits of using

computers

Need to add

benefits of insuring with IFI Good specifics

Too negative Better to put in agent’s name, phone number

Acceptable ending

Better: use computer to personalize. Put in name and address of a specific reader.

Need date

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156 Unit Three Letters, Memos, E-Mail, and Web Writing

h Does the subject line give the good news? Is the subject line specific enough to dif- ferentiate this message from others on the same subject?

h Does the first paragraph summarize the information or good news? If the informa- tion is too complex to fit into a single paragraph, does the paragraph list the basic

parts of the policy or information in the order in which the memo discusses them?

h Is all the information given in the message? (What information is needed will vary depending on the message, but information about dates, places, times, and anything

related to money usually needs to be included. When in doubt, ask!)

h In messages announcing policies, is there at least one reader benefit for each segment of the audience? Are all reader benefits ones that seem likely to occur in

this organization?

h Is each reader benefit developed, showing that the benefit will come from the policy and why the benefit matters to this organization? Do the benefits build on

the job duties of people in this organization and the specific circumstances of

the organization?

h Does the message end with a positive paragraph—preferably one that is specific to the readers, not a general one that could fit any organization or policy?

And, for all messages, not just informative and positive ones,

h Does the message use you-attitude and positive emphasis? h Is the style easy to read and friendly? h Is the visual design of the message inviting? h Is the format correct? h Does the message use standard grammar? Is it free from typos?

Originality in a positive or informative message may come from

h Creating good headings, lists, and visual impact. h Developing reader benefits. h Thinking about readers and giving details that answer their questions and make it

easier for them to understand and follow the policy.

Checklist for

Informative and Positive Messages

h

CC ff

Figure 10.6

explains IFI’s policy. It avoids assigning blame and ends on a positive note. The negative

information is buried in paragraph 3 and is presented positively: The notice is information,

not a threat; the 30-day extension is a “grace period.” Telling the reader now what to do if

a second notice arrives eliminates the need for a second exchange of letters. Paragraph 4

offers benefits for using computers, since some readers may blame the notice on comput-

ers, and offers benefits for being insured by IFI. Paragraph 5 promotes other policies the

company sells and prepares for the last paragraph.

As the red comments indicate, this good solution could be improved by personalizing

the salutation and by including the name and number of the local agent. Computers could

make both of these insertions easily. This good letter could be made excellent by revising

paragraph 4 so that it doesn’t end on a negative note, and by using more reader benefits.

For instance, do computers help agents advise clients of the best policies for them? Does

IFI offer good service—quick, friendly, nonpresssured—that could be stressed? Are agents

well trained? All of these might yield ideas for additional reader benefits.

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Module 10 Informative and Positive Messages 157

Summary of Learning Objectives

• A subject line is the title of a document. A good subject line meets three criteria: it’s specific; it’s reasonably short; and it’s

adapted to the kind of message (positive, negative, persuasive).

If you can’t make the subject both specific and short, be spe-

cific. (LO 10-1) • The subject line for an informative or positive message should

highlight any good news and summarize the information con-

cisely. (LO 10-1) • Informative and positive messages normally use the following

pattern of organization: (LO 10-2) 1. Give any good news and summarize the main points.

2. Give details, clarification, background.

3. Present any negative elements as positively as possible.

4. Explain any reader benefits.

5. Use a goodwill ending: positive, personal, and forward-looking.

• Use reader benefits in informative and positive messages when

(LO 10-3)

• You are presenting policies.

• You want to shape readers’ attitudes toward the information

or toward your organization.

• Stressing benefits presents readers’ motives positively.

• Some of the benefits may not be obvious to readers.

• Transmittals, confirmations, summaries, adjustments, and thank-

you notes are common types of informative and positive

messages. (LO 10-4) • Use the PAIBOC questions listed in Module 1 to examine the

basic points needed for successful informative and positive

messages. (LO 10-5) • Goodwill endings focus on the business relationship you share

with your reader. (LO 10-6) • To create a goodwill ending, (LO 10-6) • Compliment the reader for a job well done.

• Describe a reader benefit.

• Look forward to something positive that relates to the message.

Assignments for Module 10

10.1 What are the three criteria for good subject lines? (LO 10-1)

10.2 How should you organize a positive or informative message? (LO 10-2)

10.3 How do varieties of informative and positive messages adapt the basic pattern? (LO 10-4)

Questions for Comprehension

10.4 What’s wrong with the subject line “New Policy”? (LO 10-1)

10.5 Is it unethical to “bury” any negative elements in an other- wise positive or informative message? (LO 10-2)

10.6 Why is it important to recognize the secondary as well as the primary purposes of your message? (LO 10-2, LO 10-4)

10.7 Are you more likely to need reader benefits in informative letters or memos? Why? (LO 10-3)

Questions for Critical Thinking

10.8 Revising a Positive Message (LO 10-1 to LO 10-6)

As director of purchasing for City College, you maintain a

list of approved vendors who must comply with all local,

state, and federal laws. You buy only from approved vendors.

You are now responding to a request from Amelia Kemp

that her printing company be reinstated on the list. The

company was suspended a month ago for paying less than

the minimum wage, but she didn’t own the business then.

A subordinate has prepared this draft for your signature.

You know that this is a terrible letter. Both organization

and style can be much better.

As Your Instructor Directs, a. Identify the draft’s problems in organization, style, you-

attitude, and positive emphasis.

b. Write a new letter to replace this draft.

Exercises and Problems

Dear Ms. Kemp:

This is in response to your letter of last week appealing your suspension as a printing vendor

for City College because of non-compliance with the prevailing wage requirement.

I have had both our administrative and legal staff review the circumstances surrounding

the suspension, and they have recommended that it be reduced to 30 days. Their recom-

mendation is based strongly on the fact that you were not the owner of the business when

the violation occurred which resulted in your suspension. In addition, your letter of last week

promised that you will be in compliance for all future jobs printed for City College.

Since the letter informing you of the suspension was dated 33 days ago, this means that

you are immediately reinstated as an approved vendor. My office, however, reserves the right

to review future jobs performed by your company to ensure that you comply with the wage

requirements and other requirements.

If you have any questions or concerns about this action, please feel free to contact me.

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158 Unit Three Letters, Memos, E-Mail, and Web Writing

Most of the workers in your office are salaried, so they do

not receive overtime pay when they work after 5 pm. How-

ever, the Executive Committee last week decided to insti-

tute a policy of compensatory time off. Under this policy,

if someone works 2 or more hours more than the basic

40-hour workweek, he or she can take off the same number

of hours on another day while still being paid the full rate.

The employee’s supervisor must approve the time chosen

for compensatory time off; an employee cannot take time

off if he or she is needed for an important project. This pol-

icy is effective starting the first full week of next month. It is

not retroactive; that is, people will not receive compensatory

time off for additional hours they may have already worked.

Write a message to all employees announcing the policy.

10.9 Announcing a New Policy of Compensatory Time Off (LO 10-1 to LO 10-6)

Recently, a longtime employee was terminated for access-

ing adult websites on a company computer. Though the

employee claimed that while doing a job-related web

search several adult ads popped up, records show the site

addresses were actually keyed in. The employee was also

logged into the computer in question at the time.

This was the third time the employee was found to

be using the web inappropriately. He was given a written

warning both previous times.

Now is the time to remind employees of the company’s

policy on using the web. For starters, web use is limited to

tasks relevant to company business, and employees are to use

the company e-mail system for company business only. If an

employee receives a personal e-mail message through the

company system, he or she should forward it to a personal

e-mail system and open it elsewhere while “off the clock.”

The company reserves the right to monitor employee

web and e-mail use on a company computer at any time.

Finally, employees who violate the policy are subject to

disciplinary action, up to and including termination.

Write an e-mail message reminding employees of the

policy.

10.13 Reminding Employees of the Company Web Use Policy (LO 10-1 to LO 10-6)

To help employees who are caring for elderly relatives,

your Human Resources office will provide information and

referral services for elder day care and long-term assisted-

living or nursing care and names and addresses of people

willing to work part- or full-time as caregivers. In addition,

you will sponsor seminars on a number of topics about deal-

ing with elderly parents, ranging from deciding whether to

use a nursing facility, when to stop driving, and how to fill

out medical forms.

As part of the new policy, the organization will allow

employees to use personal time off and sick time to care for

any family member. You will also allow employees to take time

off during the workday to stay until a nurse arrives or to drive a

parent to a doctor’s appointment. Employees must notify their

supervisors in advance that they will be away and must make

up the time sometime during the next 30 days. Employees who

need more time can take unpaid leaves of up to 15 months and

can return to their present jobs and current salaries.

10.14 Announcing an Additional Employee Benefit (LO 10-1 to LO 10-6)

10.10 Accepting Suggestions (LO 10-1 to LO 10-6)

Your city government encourages money-saving sugges-

tions to help balance the city budget. The suggestion com-

mittee, which you chair, has voted to adopt five suggestions.

1. Direct deposit paychecks to save distribution and printing

costs. Suggested by Park Kim Lee, in Recreation and Parks.

2. Buy supplies in bulk. Suggested by Jolene Zigmund, in

Maintenance.

3. Charge nearby towns and suburbs a fee for sending their

firefighters through the city fire academy. Suggested by

Charles Boxell, in Fire Safety.

4. Ask employees to reimburse the city for personal pho-

tocopies or phone calls. Suggested by Maria Echeverria,

in Police.

5. Install lock boxes so that meter readers don’t have to

turn off water valves when people move. This causes

wear and tear, and broken valves must be dug up and

replaced. Suggested by Travis Gratton, in Water Line

Maintenance.

Each suggester gets $100. The Accounting Department will

cut checks the first of next month; checks should reach peo-

ple in interoffice mail a few days later.

As Your Instructor Directs,

a. Write to one of the suggesters, giving the good news.

b. Write to all employees, announcing the award winners.

10.11 Giving Good News (LO 10-1 to LO 10-6)

Write to a customer or client, to a vendor or supplier, or

to your boss announcing good news. Possibilities include a

product improvement, a price cut or special, an addition to

your management team, a new contract, and so forth.

10.12 Agreeing to Waive a Fee (LO 10-1 to LO 10-6)

You’re a customer service representative for a major credit

card company. Last week, Naomi Neyens called asking

that you waive the annual fee on her account. “I’m getting

offers from other companies with no annual fee. I’d like to

keep my account, but only if you waive the fee for the life

of the account.” You agreed to do as she asked, effective

immediately. Now, you need to write a letter confirming the

conversation.

Write to Ms. Neyens, specifying her 16-digit account

number.

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Module 10 Informative and Positive Messages 159

To give an additional benefit and to help inoculate employ-

ees against an illness that affects their attendance, your

organization is providing flu shots to all employees at your

central office. The flu shots will be administered on two

days: October 1 and October 15, from 8 am to 4 pm. The

cost is $10 for employees in the organization’s HMO pro-

gram and $15 for employees in the organization’s PPO pro-

gram. Employees covered by another insurance provider

cannot participate.

Employees at satellite locations and within driving dis-

tance can still participate, but they may need to take per-

sonal leave for the travel time to and from the central office.

People who receive the flu shot generally avoid getting the

flu for an entire season, but there may be some discomfort

and swelling in the arm muscle where the injection occurs.

To participate, employees must contact your Human

Resources Office at ext. 2173 and schedule an appoint-

ment. Employees must also fill out a questionnaire regard-

ing any recent health problems and sign a waiver against

liability to the organization. The flu shots will be admin-

istered by a registered nurse, and participants will receive

a free health screening from a nurse practitioner. Write a

message to your employees informing them of the addi-

tional benefit.

10.16 Informing Employees that Flu Shots Are Available (LO 10-1 to LO 10-6)

You receive the following letter today:

10.15 Answering a Customer Complaint about Shipping and Handling Costs (LO 10-1 to LO 10-6)

The policy takes effect the first of next month.

Assume that you’re Director of Human Resources,

and write a memo to all employees announcing the

benefit.

Hints:

• Pick a business, government, or nonprofit organization

you know well.

• What age groups do employees represent? How many of

them are caring for elderly parents now?

• Specify the topic, date, and place of the first seminar

you’ll sponsor. If possible, give the schedule for the first

three months.

• Be sure to provide reader benefits for employees who do

not care for elderly parents as well as those who do.

• How easy is it for your organization to attract and retain

skilled workers? Why is it important to your organiza-

tion that people be alert and be willing to take more

responsibility?

Recently, I telephoned to order a bookcase from your catalogue. The price was $143, plus

shipping and handling. Because the catalogue said to inquire about the shipping and han-

dling cost, I asked the customer service representative how much that might be. I was

expecting $25. Imagine my shock when the representative said $178!

I pointed out the shipping and handling cost was more than the actual bookcase, and he

replied, “Well, that’s the standard rate. Take it or leave it.” I couldn’t believe my ears. When I

asked to speak to a manager, he said she was out. Then, he hung up.

I don’t know what is the bigger outrage—the shipping and handling cost or his rude behav-

ior. I order regularly through catalogues and websites, and I’ve never found shipping and

handling to be more than the actual item. How is it that others can ship for more reasonable

rates than you can?

This all smacks of unethical business practices, and I have a good mind to report you to the

State’s Attorney General’s Office.

Sincerely,

Carla Biedler

Your company’s shipping rates are a frequent sore spot

with customers. What they don’t understand is that shipping

prices are determined by the carrier, an overland trucking

company that charges higher rates because it has an impec-

cable record for delivering packages on time and intact.

Since switching to that carrier, returns for your company

on damaged goods have dropped more than 90%. The car-

rier charges a rate based on size and weight. The bookcase

is oversized and weighs 145 pounds, making it expensive

to ship.

In addition, your company uses premium crating and

packing materials to protect all products. Preparing items for

shipment takes longer than simply putting an address label on

a box, so handling charges are more than some vendors might

charge. However, there is no markup on the handling charges.

You’ll investigate which of your 38 customer service

representatives might have spoken rudely to Ms. Biedler,

but because your company doesn’t record conversations,

identifying him may be impossible.

Write a response to Ms. Biedler explaining the situation.

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160 Unit Three Letters, Memos, E-Mail, and Web Writing

Your company is ready to open an employee fitness center

with on-site aerobics classes, swimming pool, and weight

machines. The center will be open 6 am to 10 pm daily; a

qualified instructor will be on duty at all times. Employees

get first preference; if there is extra room, spouses and chil-

dren may also use the facilities. Locker rooms and showers

will be available.

Your company hopes that the fitness center will help

out-of-shape employees get the exercise they need to be

more productive. Other companies have gained as many as

762 workdays from shorter hospital stays by fitness center

members. People who exercise have medical bills that are

35% lower than people who do not get enough exercise.

Write the memo announcing the center.

Hints:

• Who pays the medical insurance for employees? If the

employer pays, then savings from healthier employees

will pay for the center. If another payment plan is in

effect, you’ll need a different explanation for the com-

pany’s decision to open the fitness center.

• Stress those benefits apart from the company’s saving

money. How can easier access to exercise help employ-

ees? What do they do? How can exercise reduce stress,

improve strength, and increase their productivity at work?

• What kind of record does the company have of helping

employees be healthy? Is the fitness center a new depar-

ture for the company, or does the company have a his-

tory of company sports teams, stop-smoking clinics, and

the like?

• What is the company’s competitive position? If the com-

pany is struggling, you’ll need to convince readers that

the fitness center is a good use of scarce funds. If the

company is doing well, show how having fit employees

can make people even more productive.

• Stress fun as a benefit. How can access to the center

make employees’ lives more enjoyable?

10.17 Announcing an Employee Fitness Center (LO 10-1 to LO 10-6)

As director of education and training, you oversee all

in-house training programs. Five weeks ago, Pat Dyrud,

Vice President for Human Resources, asked you to set

up a training course on teams. You tracked down Sarah

Reed, a Business Communication professor at a nearby

college.

“Yes, I do workshops on teamwork,” she told you on

the phone. “I would want at least a day and a half with

participants—two full days would be better. They need time

to practice the skills they’ll be learning. I’m free Mondays

and Tuesdays. I’m willing to work with up to five teams at a

time, as long as the total number of people is 30 or less. Tell

me what kinds of teams they work in, what they already

know, and what kinds of things you want me to emphasize.

My fee is $2,500 a day. Of course, you’d reimburse me for

expenses.”

10.19 Lining Up a Consultant to Improve Teamwork (LO 10-1 to LO 10-6)

10.18 Confirming a Reservation (LO 10-1 to LO 10-6)

Most travelers phone 13 months in advance to reserve

rooms at Signal Mountain Lodge in Grand Teton National

Park. Once you process the credit card (payment for the

first night), you write to confirm the reservation.

The confirmation contains the amount charged to the

credit card, the date on which the reservation was made, the

confirmation number, the kind of room (Lakefront Retreat

or Mountainview Retreat), and the dates the guest will be

arriving and leaving.

The amount of the deposit and the amount quoted per

night is the rate for the current calendar year. However, the

guest will be charged the rate for the calendar year of the

stay, which is likely to increase about 4% to 5%. In addition

to paying the new rate for each additional night, the guest

will need to pay the difference between the amount of the

deposit and the new rate for the first night.

Anyone who wants a refund must cancel the reserva-

tion in writing four days prior to the scheduled arrival date.

Cancellations may be faxed: The fax number is on the let-

terhead the letter will be printed on.

Parking is limited. People who bring big motorhomes,

boats, or camp trailers may have to park in the main parking

area rather than right by their cabins.

All of the rooms are cabin style with three to four rooms

in each building. There are no rooms in a main lodge. Peo-

ple will need to walk from their cabins to the restaurants,

unless they do their own cooking.

Both Lakefront and Mountainview Retreats have kitchen-

ettes with microwaves, but guests must bring their own cook-

ing utensils, dishes, supplies, and food. The bedroom area

(with a king-size bed in the Lakefront Retreats and a queen-

size bed in the Mountainview Retreats) has a sliding divider

that can separate it from the sitting area, which has a sofa bed.

Since the deposit pays for the first night (less any

increase in room rate), the room will be held regardless

of the time of arrival. Check-in time is 3 pm; earlier room

availability cannot be guaranteed. Check-out time is 11 am.

All cabins are nonsmoking. Smoking is permitted on the

decks of the Lakefront Retreats or the porches of the Moun-

tainview Retreats.

The guest should present the confirmation letter when

checking in.

As Your Instructor Directs, a. Write a form letter that can be used for one type of room

(either Lakefront or Mountainview Retreat). Indicate

with square brackets material that would need to be

filled in for each guest (e.g., “arriving [date of arrival]

and departing [date of departure]”).

b. Write a letter to Stephanie Simpson, who has reserved

a Lakefront Retreat room arriving September 18 and

departing September 20. Her credit card is being billed

for $183.75 ($175 plus tax—the current rate). Her

address is 3122 Ellis Street, Stevens Point, WI 54481.

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Module 10 Informative and Positive Messages 161

Write a thank-you letter to someone who has helped you

achieve your goals.

As Your Instructor Directs,

a. Turn in a copy of the letter.

b. Mail the letter to the person who helped you.

c. Write a memo to your instructor explaining the choices

you made in writing the thank-you letter.

10.21 Writing a Thank-You Letter (LO 10-1 to LO 10-6)

Your business, government, or nonprofit organization has

received the following inquiries from international corre-

spondents. (You choose the country the inquiry is from.)

1. Please tell us about a new product, service, or trend so

that we can decide whether we want to buy, license, or

imitate it in our country.

2. We have heard about a problem [technical, social, politi-

cal, or ethical] which occurred in your organization.

Could you please tell us what really happened and esti-

mate how it is likely to affect the long-term success of

the organization?

3. Please tell us about college programs in this field that

our managers could take.

4. We are considering setting up a plant in your city. We

have already received adequate business information.

However, we would also like to know how comfortable

our nationals will feel. Do people in your city speak

our language? How many? What opportunities exist for

our nationals to improve their English? Does your town

already have people from a wide mix of nations? Which

are the largest groups?

5. Our organization would like to subscribe to an English-

language trade journal. Which one would you recommend?

Why? How much does it cost? How can we order it?

As Your Instructor Directs, a. Answer one or more of the inquiries. Assume that your

reader either reads English or can have your message

translated.

b. Write a memo to your instructor explaining how you’ve

adapted the message for your audience.

Hints:

• Even though you can write in English, English may not

be your reader’s native language. Write a letter that can

be translated easily.

• In some cases, you may need to spell out background

information that might not be clear to someone from

another country.

10.20 Answering an International Inquiry (LO 10-1 to LO 10-6)

You told her you thought a two-day session would be

feasible, but you’d have to get back to her after you got

budget approval. You wrote a quick memo to Pat Dyrud

explaining the situation and asking about what the session

should cover.

Two weeks ago, you received this memo:

Today, you got approval from the vice president to

schedule the session and pay Professor Reed the fee and

reimburse her for expenses to a maximum of $750. She

will have to keep all receipts and turn in an itemized list of

expenses to be reimbursed; you cannot reimburse her if she

does not have receipts.

You also need to explain the mechanics of the session.

You’ll meet in the Conference Room, which has a screen

and flip charts. You have an overhead projector, a slide pro-

jector, a laptop computer for showing PowerPoint slides,

a video camera, a DVD player, and a TV, but you need to

reserve these if she wants to use them.

Write to Professor Reed. You don’t have to persuade

her to come since she’s already informally agreed, but you

do want her to look forward to the job and to do her best

work.

Hints:

• Choose an organization you know something about.

• What do teams do in this organization? What challenges

do they face?

• Will most participants have experience working in

teams? Will they have bad habits to overcome? What

attitudes toward teams are they likely to have?

• Check the calendar to get the dates. If there’s any ambi-

guity about what “the second week of next month” is,

“call” Pat to check.

I’ve asked the Veep for budget approval for $5,000 for a two-day session plus no more than

$750 for all expenses. I don’t think there will be a problem.

We need some of the basics: strategies for working in groups, making decisions, budgeting

time, and so forth. We especially need work on dealing with problem group members and

on handling conflict—I think some of our people are so afraid that they won’t seem to be

“team players” if they agree too readily.

I don’t want some ivory tower theorist. We need practical exercises that can help us practice

skills that we can put into effect immediately.

Attached is a list of 24 people who are free Monday and Tuesday of the second week of next

month. Note that we’ve got a good mix of people. If the session goes well, I may want you

to schedule additional sessions.

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162 Unit Three Letters, Memos, E-Mail, and Web Writing

Today you get this e-mail message from your boss:

10.22 Evaluating web pages (LO 10-1 to LO 10-6)

Your organization has decided to encourage employees to

take courses by reimbursing each eligible employee a maxi-

mum of $3,500 in tuition and fees during any one calendar

year. Anyone who wants to participate in the program must

apply before the first class meeting; the application must be

signed by the employee’s immediate supervisor. The Office

of Human Resources will evaluate applications. That office

has application forms.

The only courses eligible are those related to the

employee’s current position or to a position in the company

that the employee might hold someday, or that are part of

a job-related degree program. Again, the degree may be

one that would help the employee’s current position or that

would qualify him or her for a promotion or transfer in the

organization.

Only tuition and fees are covered, not books or sup-

plies. People whose applications are approved will be

reimbursed when they have completed the course with a

grade of C or better. An employee cannot be reimbursed until he or she submits a copy of the approved application,

an official grade report, and a statement of the tuition paid.

If someone is eligible for other financial aid (scholarship,

veterans’ benefits), the company will pay tuition costs

not covered by that aid as long as the employee does not

receive more than $3,500 and as long as the total tuition

reimbursement does not exceed the actual cost of tuition

and fees.

Part-time employees are not eligible; full-time employees

must work at the company three months before they can apply

to participate in the program. Courses may be at any appro-

priate level (high school, college, or graduate). However, the

IRS currently requires workers to pay tax on any reimburse-

ment for graduate programs. Undergraduate and basic educa-

tion reimbursements of $5,250 a year are not taxed.

As director of human resources, write a memo to all

employees explaining this new benefit.

Hints:

• Pick an organization you know something about. What

do its employees do? What courses or degrees might help

them do their jobs better?

• How much education do employees already have? How

do they feel about formal schooling?

• The information in the problem is presented in a confus-

ing order. Put related items together.

• The problem stresses the limits of the policy. Without

changing the provision, present them positively.

• How will having a better-educated workforce help the

organization? Think about the challenges the organiza-

tion faces, its competitive environment, and so forth.

10.23 Announcing a Tuition Reimbursement Program (LO 10-1 to LO 10-6)

As Your Instructor Directs,

a. List the generic criteria for evaluating a web page.

Think about the various audiences for the page and the

content that will keep them coming back, the way the

page is organized, how easy it is to find something,

the visual design, and the details, such as a creation/

update date.

b. List criteria for pages of specific kinds of organiza-

tions. For example, a nonprofit organization might want

information for potential and current donors, volunteers,

and clients. A financial institution might want to project

an image both of trustworthiness and as being a good

place to work.

c. Evaluate three web pages of similar organizations.

Which is best? Why?

Hint:

Review web page design tips in Module 5.

Subject: Evaluating Our web page

Our CEO wants to know how our web page compares to those of our competitors. I’d like

you to do this in two steps. First, send me a list of your criteria. Then give me an evaluation of

two of our competitors and of our own pages. I’ll combine your memo with others on other

web pages to put together a comprehensive evaluation for the next Executive Meeting.

A glitch in your payroll system erroneously withheld about

10% less in federal taxes from each paycheck during the

last two pay periods. Therefore, more money must be with-

held from employee paychecks during upcoming pay peri-

ods to compensate. The amount will vary depending on

employee, but all employees were affected by the error.

Now you must send a letter to employees explaining

that a corresponding amount will have to be withheld from

future paychecks. Since there are only three pay periods

before the end of the year, and it will take one pay period

before the correction to the payroll system can go into

effect, the amount will be divided among the two remaining

pay periods. Of course, since the system must cycle through

one pay period before changes can take effect, the total

shortfall of federal taxes affected will be closer to 30%. The

withholdings must be made in the current calendar year.

10.24 Correcting a Mistake (LO 10-1 to LO 10-6)

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Module 10 Informative and Positive Messages 163

The HR Director wants to avoid a flood of inquiries

regarding the situation and is counting on your message

to help minimize questions. However, a hotline has been

established with a recording to address likely frequently

asked questions.

Write the letter.

Modifiers are words or phrases that give more information about

parts of a sentence. For instance, an adjective is a modifier that

usually describes a noun. Dangling modifiers make no sense to readers because the word they modify is not in the sentence. If you

diagrammed the sentence, the modifier would not be attached to

anything; it would dangle.

Dangling: Confirming our conversation, your Hot Springs Hot Tub Spa is scheduled for delivery April 12. (This sentence says

that the spa is doing the confirming.)

Dangling: At the age of 10, I bought my daughter her first share of stock.

Correct a dangling modifier in either of these ways:

1. Rewrite the modifier as a subordinate clause.

Correct: As I told you yesterday, your Hot Springs Hot Tub Spa is scheduled for delivery April 12.

Correct: I bought my daughter her first share of stock when she was 10.

2. Rewrite the main clause so its subject or object can be modi-

fied correctly.

Correct: Talking on the phone, we confirmed that your Hot Springs Hot Tub Spa is scheduled for delivery April 12.

Correct: At the age of 10, my daughter received the first share of stock I bought for her.

Exercises

Correct the dangling modifiers in these sentences.

1. Traveling overseas on business, the sights were absolutely

incredible.

2. At the age of 11, my mother told me that I was a natural-born

salesman.

3. Ringing over and over, I finally answered the phone.

4. Speaking with you on the phone, our appointment will be at

3 p.m. on July 2.

5. Imagining the worst, the storm really made me worry about

traveling this weekend.

6. Speaking with a great deal of confidence, the interview went

well for Kim.

7. After carefully selecting from all of my investment options,

my mutual funds yielded a 7% return this past year.

8. Reviewing the e-mail message, the customer was complaining

about how our counter person was rude to her.

9. Featuring so many great apps, I had a hard time choosing

which ones to download from the website.

10. Demonstrating hard work and dedication, the Outstanding

Employee Award went to Gary, a 32-year veteran of Seitz,

Noonan, and Cobb.

Check your answers to the odd-numbered exercises at the back of the book.

Dangling Modifiers

Polishing Your Prose

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164

Module

LEARNING OBJECTIVES

I n a negative message, the basic information is negative, so we expect the reader to be disap-

pointed or angry. Few people like to give bad news—and even fewer people like to get it—but nega-

tive messages are common in business. How we present negatives and what we write or say can

affect how audiences respond to our messages, as well as how they view us and our organization.

Negative messages include

• Rejections and refusals.

• Announcements of policy changes that do not benefit customers or consumers.

• Requests the reader will see as insulting or intrusive.

• Negative performance appraisals and disciplinary notices.

• Product recalls or notices of defects.

LO 11-1 Create subject lines for negative messages.

LO 11-2 Apply strategies for informative and positive message organization.

LO 11-3 Assess legal implications with messages, especially negative ones.

LO 11-4 Identify situations for buffer use.

LO 11-5 List common kinds of negative messages.

LO 11-6 Apply strategies for negative message analysis with PAIBOC.

While writing negative messages can be challenging, Module 11 will help you to write them well. After

completing the module, you should be able to

Negative Messages 11

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Module 11 Negative Messages 165

A negative message always has several purposes:

Primary Purposes:

• To give the reader the bad news.

• To have the reader read, understand, and accept the message.

• To maintain as much goodwill as possible.

Secondary Purposes:

• To build a good image of the writer.

• To build a good image of the writer’s organization.

• To reduce or eliminate future correspondence on the same subject so the message

doesn’t create more work for the writer.

Even when it is not possible to make the reader happy with the news we must convey,

we still want readers to feel that

• They have been taken seriously.

• Our decision is fair and reasonable.

• If they were in our shoes, they would make the same decision.

What’s the best subject line for a negative message? LO 11-1

▶ Only use negative subject lines if you think the reader may otherwise ignore the message.

Letters don’t require subject lines (◀◀ p. 127). Omit a subject line in negative letters unless you think readers may ignore what they think is a routine message. (See, for example,

Figure 11.2 later in this module).

When you give bad news to superiors, use a subject line that focuses on solving

the problem.

Even bad news can have a

silver lining. Petra Anderson

was among dozens wounded

at the Aurora, Colorado,

shooting at the premiere of

The Dark Knight Rises that

also killed 12 people. But

owing to a small birth defect

in her brain, the buckshot that

might otherwise have killed her

in fact missed anything vital.

With all of the bad news in her

life at the time—her mother

was diagnosed with terminal

cancer—a brain defect might

have been just one more

burden to carry. But in this

case, it was the miracle that

saved her life.

Source: Dylan Stableford, “Colorado Shooting Victim’s

Brain Condition Helped Her

Survive, Pastor Says,” June

25, 2012, http://news.yahoo.

com/blogs/lookout/colorado-

shooting-petra-anderson-brain-

survive-150918602.html .

Subject: Improving Our Subscription Letter

When you write to peers and subordinates, put the topic (but not your action on it) in

the subject line.

Subject: Status of Conversion Table Program

Due to heavy demands on our time, we have not yet been able to write programs for the

conversion tables you asked for.

How should I organize negative messages? LO 11-2

▶ It depends on your purposes and audiences.

Choose the pattern based on the situation.

• Letters to people outside your organization should be indirect to build goodwill.

• When you write to superiors, you need to propose solutions, not just report a problem.

• When you write to peers and subordinates, try to get their input in dealing with

negative situations.

Site to See

Go to

www.users.elite.net/runner/ jennifers/no.htm www.users.elite.net/runner/ jennifers/yes.htm

for Jennifer Runner’s

compilation of “no” in more

than 520 languages and

“yes” in more than 550

languages, respectively.

Go to

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166 Unit Three Letters, Memos, E-Mail, and Web Writing

What pattern of organization to use is also influenced by your purposes. The patterns in

this section assume that maintaining goodwill is an important purpose. But as you’ll see

later in the module, on some occasions, maintaining goodwill is less important than giving

the negative clearly.

Giving Bad News to Customers and Other People Outside Your Organization

The following pattern helps writers maintain goodwill:

1. Give the reason for the refusal before the refusal itself when you have a reason that readers will understand and accept. A good reason prepares the reader to expect the refusal.

2. Give the negative just once, clearly. Inconspicuous refusals can be missed, making it necessary to say no a second time.

3. Present an alternative or compromise, if one is available. An alternative not only gives readers another way to get what they want but also suggests that you care about

readers and helping them solve their problems.

4. End with a positive, forward-looking statement.

Figure 11.1 summarizes the pattern. Figure 11.2 uses the basic pattern.

Reasons

Make the reason for the refusal clear and convincing. The following reason is inadequate.

Weak reason: The goal of the Knoxville CHARGE-ALL Center is to provide our customers faster, more personalized service. Since you now live outside the Knoxville

CHARGE-ALL service area, we can no longer offer you the advantages of a local

CHARGE-ALL Center.

If the reader says, “I don’t care if my bills are slow and impersonal,” will the company

let the reader keep the card? No. The real reason for the negative is that the bank’s fran-

chise allows it to have cardholders only in a given geographical region.

Real reason: Each local CHARGE-ALL Center is permitted to offer accounts to customers in a several-state area. The Knoxville CHARGE-ALL Center serves custom-

ers east of the Mississippi. You can continue to use your current card until it

expires. When that happens, you’ll need to open an account with a CHARGE-ALL

Center that serves Texas.

Don’t hide behind “company policy”: Readers will assume the policy is designed to

benefit you at their expense. If possible, show how the readers benefit from the policy. If

they do not benefit, don’t mention the policy.

The mystery of which client

hired Burson-Marsteller, a public

relations firm, to help spread

negative information about

Google was solved when an

influential blogger revealed it to

be none other than Facebook.

The revelation proved

embarrassing for the social

networking site, as news of the

effort was reported nationally

when some Facebook users

were also expressing concerns

over privacy and whether

personal data was being sold

to third parties. Always consider

ethics when sending out

negative messages.

Source: Dan Lyons, “Facebook Busted in Clumsy Smear on

Google,” May 12, 2011, http://news.

yahoo.com/s/dailybeast/20110512/

ts_dailybeast/14045_

facebookbustedinclumsy-

smearattemptongoogle .

Figure 11.1 How to

Organize a Negative Letter Reason

Refusal

Alternative

Goodwill Ending

Site to See

Go to

www.useit.com/ alertbox/20000123.html

General guidelines for saying

“no” can be applied to specific

situations. Computer expert

Jakob Neilsen explains how

to tell users that your website

can’t do what they want.

Go to

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Module 11 Negative Messages 167

Weak reason: I cannot write an insurance policy for you because company policy does not allow me to do so.

Better reason: Gorham insures cars only when they are normally garaged at night. Standard insurance policies cover a wider variety of risks and charge higher fees. Limiting

the policies we write gives Gorham customers the lowest possible rates for auto

insurance.

Figure 11.2 A Negative Letter

Dear Policyholder:

When your auto insurance is renewed, it will no longer include liability coverage unless you select the new Assurance Plan. Here’s why.

Liability coverage is being discontinued. It, and the part of the premium which paid for it, will be dropped from all policies when they are renewed.

This could leave a gap in your protection. But you can replace the old Liability Coverage with Vickers’ new Assurance Plan.

With the new Assurance Plan, you receive benefits for litigation or awards arising from an accident--regardless of who’s at fault. The cost for the Assurance Plan at any level is based on the ages of drivers, where you live, your driving record, and other factors. If these change before your policy is renewed, the cost of your Assurance Plan may also change. The actual cost will be listed in your renewal statement.

To sign up for the Assurance Plan, just check the level of coverage you want on the enclosed form and return it in the postage-paid envelope within 14 days. You'll be assured of the coverage you select.

Sincerely,

C. J. Morgan President

P.S. The Assurance Plan protects you against possible legal costs arising from an accident. Sign up for the Plan today and receive full coverage from Vickers.

Insurance Company 3373 Forbes Avenue Rosemont, PA 19010

(215) 555-0100 Liability Coverage

Is Being Discontinued— Here’s How to Replace It!

Negative information highlighted so reader won

’t

ignore message.

Forward-looking ending emphasizes reader’s choice.

Alternative

Alternative

Negative

Positive information

underlined for emphas

is.

No reason is given. The change probably benefits

the company

rather than the

reader, so it is

omitted.

Nega tive

Alter nativ

e

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168

Thinking about the Legal Implications of What You Say LO 11-3

Building a Critical Skill

Any message that is recorded—on paper (even a napkin),

on a disk or hard drive, on voice mail—can be subpoenaed

in a legal case. During the government’s months-long case

against Microsoft in the late 1990s, e-mail messages figured

prominently as evidence. Even an electronic message that

has been erased can be reconstituted by experts, and serv-

ers can be hacked, as was the case at the University of East

Anglia, where hundreds of e-mails from prominent British

and American climate researchers, some suggesting to critics

that data might have been manipulated or withheld, under-

mined their public image. In any message you write, how-

ever informal or hurried, you need to be sure to say exactly

what you mean.

Dell, Inc., and its financial service affiliate in New York were

sued after about 700 complaints flooded the office of Andrew

Cuomo, the state’s attorney general. At heart was whether Dell

had engaged in “bait and switch,” with salespeople promis-

ing customers 0% financing but then tricking them into higher

interest rates. According to Paul Reisner, who had excellent

credit and owned his own home, the company informed him

that he’d never qualified for 0% financing and then promptly

obligated him to pay a 29% interest rate.

Thinking about the legal implications of what you say

is particularly important in negative messages. In an effort

to cushion bad news, writers sometimes give reasons that

create legal liabilities. For example, as Elizabeth McCord

has shown, the statement that a plant is “too noisy and dan-

gerous” for a group tour could be used as evidence against

the company in a worker’s compensation claim. In another

case, a writer telling a job candidate that the firm had hired

someone else said that he thought she was the best candidate.

She sued and won.

People have found themselves in hot water for posting neg-

ative information on the Internet. Alan and Linda Townsend

were sued after launching a website to complain about the

quality of a product, Spray on Siding, used on their house.

The suit alleged the site infringed on the company’s trade-

marks, defamed its product, and intentionally misled and con-

fused consumers. An automobile club in California fired 27

workers for posting offensive material. A Boston University

instructor blogged about an attractive student and was dis-

missed, as was a nanny who revealed too much about herself

and her employers.

You don’t need to be a lawyer to figure out what to say—or

not to say. Think about how a reasonable person might interpret

your words. If that interpretation isn’t what you mean, revise

the passage so that it says what you mean.

Sources: Andrew C. Revkin, “Hacked E-Mail Is New Fodder for Climate Dispute,” The New York Times, November 20, 2009, http://www.nytimes. com/2009/11/21/science/earth/21climate.html?_r 5 1 ; “Unethical Sales

Practice Lands Dell in Legal Trouble,” June 6, 2007, downloaded at

http://in.ibtimes.com/articles/20070606/unethical-sales-practice-lands-

dell-in-legal-trouble.htm ; Elizabeth A. McCord, “The Business Writer,

the Law, and Routine Business Communication. A Legal and Rhetorical

Analysis,” Journal of Business and Technical Communication 5, no. 2 (1991): 173–99; Charles Odum, “Complaints Posted on website Spark

Lawsuit,” USAToday, November 5, 2004, downloaded at www.usatoday. com/tech/news/techpolicy/2004-11-05-complaints-site-suit_x.htm ; and

Stacy Burling, “Blogs Can Help Boost a Career or Sink It,” September

13, 2005, downloaded at http://news.yahoo.com/s/sv/20050913/

tc_siliconvalley/_www12634035 .

Avoid saying that you cannot do something. Most negative messages exist because the writer or company has chosen certain policies or cutoff points. In the preceding

example, the company could choose to insure a wider variety of customers if it wanted

to do so.

Often you will enforce policies you did not design. Don’t pass the buck by saying,

“This is a terrible policy.” Carelessly criticizing your superiors is never a good idea. If you

really think a policy is bad, try to persuade your superiors to change it. If you can’t think of

convincing reasons to change the policy, maybe it isn’t so bad after all.

If you have several reasons for saying no, use only those that are strong and watertight. If you give five reasons and readers dismiss two of them, readers may feel that they’ve won

and should get the request.

Weak reason: You cannot store large bulky items in the dormitory over the summer because moving them into and out of storage would tie up the stairs and the elevators just

at the busiest times when people are moving in and out.

Way to dismiss We’ll move large items before or after the two days when most the reason: people are moving in or out.

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Module 11 Negative Messages 169

If you do not have a good reason, omit the reason rather than use a weak one. Even if

you have a strong reason, omit it if it makes the company look bad.

Reason that Our company is not hiring at the present time because profits hurts company: are down. In fact, the downturn has prompted top management to reduce the

salaried staff by 5% just this month, with perhaps more reductions to come.

Better: Our company does not have any openings now.

Refusals

Deemphasize the refusal by putting it in the same paragraph as the reason, rather than in a

paragraph by itself.

Sometimes you may be able to imply the refusal rather than stating it directly.

Direct refusal: You cannot get insurance for just one month. Implied refusal: The shortest term for an insurance policy is six months.

Be sure that the implication is crystal clear. Any message can be misunderstood, but an

optimistic or desperate reader is particularly unlikely to understand a negative message.

One of your purposes in a negative message is to close the door on the subject. You do not

want to have to write a second letter saying that the real answer is no.

Alternatives

Giving the reader an alternative or a compromise, if one is available,

• Offers the reader another way to get what he or she wants.

• Suggests that you really care about the reader and about helping to meet his or

her needs.

• Enables the reader to reestablish the psychological freedom you limited when you

said  no. • Allows you to end on a positive note and to present yourself and your organization as

positive, friendly, and helpful.

When you give an alternative, give readers all the information they need to act on it, but

don’t take the necessary steps. Let readers decide whether to try the alternative.

Negative messages limit the reader’s freedom. People may respond to a limitation

of freedom by asserting their freedom in some other arena. Jack W. Brehm calls this

phenomenon psychological reactance. 1 Psychological reactance is at work when a cus- tomer who has been denied credit no longer buys even on a cash basis or a subordinate

who has been passed over for a promotion gets back at the company by deliberately

doing a poor job.

Instant Replay

Organizing Letters

to Customers

1. Give the reason for the

refusal before the refusal

itself when you have a

reason that readers will

understand and accept.

2. Give the negative just once,

clearly.

3. Present an alternative

or compromise, if one is

available.

4. End with a positive,

forward-looking statement.

I R

Organizing L

The alternative of working

from home may be sending

a negative message at the

office, according to a study

by Kimberly Elsbach, of the

University of California, Davis,

and Daniel Cable, of London

Business School. “Face time”

at the office generated a more

positive image of workers than

working outside the office.

Wrote Elsbach and Cable:

“Just being seen at work,

without any information about

what you’re actually doing,

leads people to think more

highly of you.”

Source: Chana R. Schoenberger, “Working from Home? Beware

a Career Hit,” The Wall Street

Journal, July 13, 2012, http://

blogs.wsj.com/atwork/2012/07/13/

working-from-home-beware-a-

careerhit/?KEYWORDS 5

good 1 news 1 .

Psychological reactance often triggers questionable behavior.

Non Sequitur © 1997 Wiley Miller. Reprinted by permission of Universal Uclick. All rights reserved.

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170 Unit Three Letters, Memos, E-Mail, and Web Writing

Alternative

April 27, 2012

Mr. H. J. Moody Canton Corporation 2407 North Avenue Kearney, NE 68847

Subject: Bid Number 5853, Part Number D-40040

Dear Mr. Moody:

Thank you for requesting our quotation on your Part No. D-40040.

Your blueprints call for flame-cut rings 1/2" thick A516 grade 70. To use that grade, we’d have to grind down from 1" thick material. However, if you can use A515 grade 70, which we stock in 1/2" thick, you can cut the price by more than half.

Quantity Description Gross Weight Price/Each

75 Rings Drawing D-40040, 12 lbs. $15.08 A516 Grade 70 1" thick x 6" O.D. x 2.8" I.D. ground to .5" thick.

75 Rings Drawing D-40040, 6 lbs. $6.91 A515 Grade 70 1/2" thick x 6" O.D. x 2.8" I.D.

(Depending on circumstances,

different alternatives may exist.)

Leaves decision up to rea der to re-

establish psychological f reedom.

Buffer

Reason

“Serving the needs of America since 1890”

1800 Olney Avenue • Philadelphia, PA 19140 • 215•555•7800 • Fax: 215•555•9803

Stee l Fabrication Stee l Fabrication

If you can use A515 grade 70, let me know.

Sincerely,

Valerie Prynne VP:wc

Figure 11.3 A Refusal with an Alternative

An alternative allows the reader to react in a way that doesn’t hurt you. By letting read-

ers decide for themselves whether they want the alternative, you allow them to reestablish

their sense of psychological freedom.

The specific alternative will vary depending on the circumstances. In Figure 11.3 , the

company is unwilling to quote a price on an item on which it cannot be competitive. In dif-

ferent circumstances, the writer might offer different alternatives.

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Module 11 Negative Messages 171

Endings

If you have a good alternative, refer to it in your ending: “Let me know if you can use A515

grade 70.”

The best endings look to the future, as in this letter refusing to continue a charge account

for a customer who has moved. Journalist Lynze Wardle Lenio

notes that some types of

bosses make employees so

uncomfortable that she calls

them “toxic.’ The Slacker

spends most of his or her time

on trivial projects, only to panic

when deadlines approach.

The Land Mine explodes in

anger when, despite a long list

of successes, an employee

errs in some relatively minor

way. Knowing what type

of boss you have is vital to

understanding how best to

work with him or her. The good

news is that most bosses

want to work well with their

employees.

Source: Lynze Wardle Lenio, “4 Types of Toxic Bosses—and How

to Handle Them,” Forbes, May

25, 2012, http://www.forbes.com/

sites/dailymuse/2012/05/25/4-

types-of-toxic-bosses-and-how-to-

handlethem/ .

Shared Problem

Details

Alternatives

Request for Action

Figure 11.4 How to

Organize a Negative Memo to

Your Superior

Wherever you have your account, you’ll continue to get all the service you’ve learned

to expect from CHARGE-ALL and the convenience of charging items at over a million

stores, restaurants, and hotels in the U.S. and abroad—and in Knoxville, too, whenever

you come back to visit!

Avoid endings that seem insincere.

This ending lacks you-attitude and would not be good even in a positive message.

In a situation where the company has just refused to help, it’s likely to sound sarcastic

or mean.

Giving Bad News to Superiors

Your superior expects you to solve minor problems by yourself. But sometimes, solving a

problem requires more authority or resources than you have. When you give bad news to a

superior, also recommend a way to deal with the problem. Turn the negative message into

a persuasive one.

1. Describe the problem. Tell what’s wrong, clearly and unemotionally. 2. Tell how it happened. Provide the background. What underlying factors led to this

specific problem?

3. Describe the options for fixing it. If one option is clearly best, you may need to discuss only one. But if the reader will think of other options, or if different people

will judge the options differently, describe all the options, giving their advantages and 

disadvantages.

4. Recommend a solution and ask for action. Ask for approval so you can to make the necessary changes to fix the problem.

Figure 11.4 summarizes the pattern.

We are happy to have been of service, and should we be able to assist you in the future,

please contact us.

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172 Unit Three Letters, Memos, E-Mail, and Web Writing

Giving Bad News to Peers and Subordinates

When you must pass along serious bad news to peers and subordinates, use a variation of

the pattern to superiors:

1. Describe the problem. Tell what’s wrong, clearly and unemotionally. 2. Present an alternative or compromise, if one is available. An alternative gives readers

another way to get what they want and also suggests that you care about readers and

helping them meet their needs.

3. If possible, ask for input or action. People in the audience may be able to suggest solutions. And workers who help make a decision are far more likely to accept the

consequences.

Figure 11.5 summarizes this pattern.

No serious negative (such as being downsized or laid off) should come as a complete

surprise. Managers can prepare for possible negatives by giving full information as it

becomes available. It is also possible to let the people who will be affected by a decision

participate in setting the criteria. Someone who has bought into the criteria for awarding

cash for suggestions or retaining workers is more likely to accept decisions using such

criteria. And in some cases, the synergism of groups may make possible ideas that man-

agement didn’t think of or rejected as “unacceptable.” Some workplaces, for example,

might decide to reduce everyone’s pay slightly rather than laying off some individuals.

Employee suggestions enabled Mentor Training, a San Jose company providing software

training, to cut its payroll by 30% without laying off any full-time employees. 2

When the bad news is less serious, as in Figure 11.6 , use the pattern for negative letters

unless your knowledge of the reader(s) suggests that another pattern will be more effective.

For memos, the context of communication is crucial. The reader’s reaction is influenced

by the following factors:

• Do you and the reader have a good relationship?

• Does the organization treat people well?

• Have readers been warned of possible negatives?

• Have readers “bought into” the criteria for the decision?

• Do communications after the negative build goodwill?

When should I consider using a buffer? LO 11-4

▶ When the reader values harmony or when the buffer also serves another purpose.

To some writers and readers, the direct patterns used in the previous section may seem

too blunt. You may want to begin messages with a buffer when the reader (individually or

culturally) values harmony or when the buffer serves another purpose. For example, when

you must thank the reader somewhere in the letter, putting the “thank you” in the first para-

graph allows you to start on a positive note.

A buffer is a neutral or positive statement that allows you to delay the negative. Recent research suggests that buffers do not make readers respond more positively,

3 and good

buffers are very hard to write. However, in special situations, you may want to use a buffer.

Blogger and management

guru Peter Bregman believes

that honesty is “much more

compelling, powerful, and

effective than the alternative,”

and that employees want

honesty from bosses. He cites

a survey by one of his clients

that found, for instance, that

the number one behavior

distinguishing the best

managers from others is their

ability to honestly ask for help

from employees. Bregman’s

position is supported by others,

including author Terry Bacon,

whose findings published in

What People Want reveal that

honesty is the foremost thing

employees want from leaders.

Sources: Peter Bregman, “Do People Really Want You to Be

Honest?” Harvard Business Review,

January 10, 2012, http://blogs.hbr.

org/bregman/2012/01/do-people-

really-want-you-to-b.html ; and

“9 Things Employees Want from

Their Managers (and 5 Things They

Don’t),” Business Management

Daily, May 21, 2012, http://

www.businessmanagementdaily.

com/11630/9-things-employees-

want-from-theirmanagers-and-5-

things-they-dont .

Shared Problem

Alternatives

Request for Action

Figure 11.5 How to

Organize a Negative Memo to

Peers or Subordinates

Site to See

Go to

http://researchnews.osu. edu/archive/nobuffer.htm

for a summary of Kitty Locker’s

research on negative messages.

Go to

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Module 11 Negative Messages 173

Date: January 10, 2013

To: All Employees

From: Floyd E. Loer, Dorothy A. Walters, and Stewart Mattson

Subject: Accounting for Work Missed Due to Bad Weather

Olentangy County Services are always open for our customers, whatever the weather. Employees who missed work during the snowstorm last week may count the absence as vacation, sick, or personal day(s).

Hourly workers who missed less than a day have the option of taking the missed time as vacation, sick, or personal hour(s) or of being paid only for the hour(s) they worked.

Approval of vacation or personal days will be automatic; the normal requirement of giving at least 24 hours’ notice is waived.

Thanks for all the efforts you have made to continue giving our customers the best possible service during one of the snowiest winters on record.

Reason

Refusal, stated as positively as possible

One small positive

Goodwill ending

Memo

Board of County Commissioners Olentangy County, Nebraska

Figure 11.6 A Negative Memo to Subordinates

Instant Replay

Organizing Bad News to

Superiors

1. Describe the problem.

2. Tell how it happened.

3. Describe the options for

fixing it.

4. Recommend a solution and

ask for action.

I R

Organizing B

To be effective, a buffer must put the reader in a good frame of mind, not give the bad

news but not imply a positive answer either, and provide a natural transition to the body

of the letter. The kinds of statements most often used as buffers are good news, facts and

chronologies of events, references to enclosures, thanks, and statements of principle.

1. Start with any good news or positive elements the letter contains.

Starting Thursday, June 26, you’ll have access to your money 24 hours a day at First

National Bank.

Letter announcing that the drive-up windows will be closed for two days while automatic teller machines are installed

2. State a fact or provide a chronology of events.

As a result of the new graduated dues schedule—determined by vote of the Delegate

Assembly last December and subsequently endorsed by the Executive Council—

members are now asked to establish their own dues rate and to calculate the total

amount of their remittance.

Announcement of a new dues structure that will raise most members’ dues

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174 Unit Three Letters, Memos, E-Mail, and Web Writing

3. Refer to enclosures in the letter.

Instant Replay

Organizing Bad News to

Peers and Subordinates

1. Describe the problem.

2. Present an alternative

or compromise, if one is

available.

3. If possible, ask for input

or action.

I R

Organizing B

Enclosed is a new sticker for your car. You may pick up additional ones in the office if

needed. Please destroy old stickers bearing the signature of “L.S. LaVoie.”

Letter announcing increase in parking rental rates

Thank you for scheduling appointments for me with so many senior people at First

National Bank. My visit there March 14 was very informative.

Letter refusing a job offer

Good drivers should pay substantially less for their auto insurance. The Good Driver

Plan was created to reward good drivers (those with five-year accident-free records)

with our lowest available rates. A change in the plan, effective January 1, will help keep

those rates low.

Letter announcing that the company will now count traffic tickets, not just accidents, in calculating insurance rates—a

change that will raise many people’s premiums

4. Thank the reader for something he or she has done.

5. State a general principle.

Buffers are hard to write. Even if you think the reader would prefer to be let down

easily, use a buffer only when you can write a good one.

It’s better not to use a buffer (1) if the reader may ignore a letter with a bland first para- graph, (2) if the reader or the organization prefers “bottom-line-first messages,” (3) if the

reader is suspicious of the writer, or (4) if the reader “won’t take no for an answer.”

What are the most common kinds of negative messages? LO 11-5

▶ Rejections and refusals, disciplinary notices and negative performance appraisals, and layoffs and firings.

Among the most difficult kinds of negative messages to write are rejections and refusals,

disciplinary notices and negative performance appraisals, and layoffs and firings.

Rejections and Refusals

When you refuse requests from people outside your organization, try to use a buffer. Give

an alternative if one is available. For example, if you are denying credit, it may still be pos-

sible for the reader to put an expensive item on layaway.

Politeness and length help. Graduating seniors at a southwestern university pre-

ferred rejection letters that addressed them as Mr./Ms. rather than calling them by

Being fired from a job is usually

the worst kind of message

an employee can receive, but

sometimes the reasons add

insult to injury. When a yoga

instructor gave a stern look to

a Facebook employee texting

in the middle of half-moon

pose, she had no idea it would

lead to her termination from

the third-party contractor

she worked for. Included in

her termination letter was a

complaint from the employee.

Fourteen employees at the

law offices of Elizabeth R.

Wellborn were fired, allegedly

for all wearing orange shirts on

the same day. And employees

have been let go after using

social media to express their

opinions, including a bartender

who griped online about having

to help waitresses serve food

but not being allowed to share

their tips.

Sources: Deanne Katz, “Yoga Teacher Fired for Telling Facebook

Employee ‘No Phones,’” July

13, 2012, http://www.reuters.

com/article/2012/07/13/

tagblogsfindlawcom2012-

legallyweird-idUS134598

457920120713 ; Eric Pfeiffer,

(continued)

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Module 11 Negative Messages 175

their first names, that said something specific about their good qualities, that phrased

the refusal itself indirectly, and that were longer. 4 An experiment using a denial of

additional insurance found that subjects preferred a rejection letter that was lon-

ger, more tactful, and more personal. The preferred letter started with a buffer, used

a good reason for the refusal, and offered a sales promotion in the last paragraph.

The finding held both for English-speaking U.S. subjects and for Spanish-speaking

Mexican subjects. 5

When you refuse requests within your organization, use your knowledge of the organi-

zation’s culture and of the specific individual to craft your message. In some organizations,

it may be appropriate to use company slogans, offer whatever help already-established

departments can give, and refer to the individual’s good work. In less personal organiza-

tions, a simple negative without embellishment may be more appropriate.

Disciplinary Notices and Negative Performance Appraisals

Present disciplinary notices and negative performance appraisals directly, with no buffer.

A buffer might encourage the recipient to minimize the message’s importance—and might

even become evidence in a court case that the employee had not been told to shape up “or

else.” Cite quantifiable observations of the employee’s behavior, rather than generaliza-

tions or inferences based on it. If an employee is disciplined by being laid off without pay,

specify when the employee is to return.

Performance appraisals are discussed in detail in Module 12 on persuasive messages.

Performance appraisals will be persuasive when they are designed to help a basically good

employee improve. But when an employee violates a company rule or fails to improve

after repeated appraisals, the company may discipline the employee or build a dossier to

support firing him or her.

Layoffs and Firings

Information about layoffs and firings is normally delivered orally but accompanied by a

written statement explaining severance pay or unemployment benefits that may be avail-

able. The written statement should start either with the reason or with the decision itself. A

buffer would not be appropriate.

If a company is in financial trouble, management needs to communicate the problem

clearly long before it is necessary to lay anyone off. Sharing information and enlisting

everyone’s help in finding solutions may make it possible to save jobs. Sharing informa-

tion also means that layoff notices, if they become necessary, will be a formality; they

should not be new information to employees.

Before you fire someone, double-check the facts. Make sure the employee has been told

about the problem and that he or she will be fired if the problem is not corrected. Give the

employee the real reason for the firing. Offering a face-saving reason unrelated to poor

performance can create legal liabilities. But avoid broadcasting the reason to other people:

to do so can leave the company liable to a defamation suit. 6

How can I apply what I’ve learned in this module? LO 11-6

▶ Plan your activities and answer the PAIBOC questions.

Before you tackle the assignments for this module, examine the following problem.

Figure 11.7 lists the necessary activities. As in Module 10, the PAIBOC questions probe

Harvard College received

kudos for the softer tone of its

rejection letters to applicants,

which included statements like,

“Past experience suggests that

the particular college a student

attends is far less important

than what the student does to

develop his or her strengths and

talents over the next four years.”

Source: “Rejection: Some Colleges Do It Better than Others,” The Wall

Street Journal, April 29, 2009, B9.

Instant Replay

Effective Buffers

To be effective, a buffer must

put the reader in a good frame

of mind, not give the bad

news but not imply a positive

answer either, and provide a

natural transition to the body

of the letter.

I R

Effective Bu

“Law Firm Fires 14 Employees for Wearing Orange Shirts,” March 19, 2012, http://news. yahoo.com/blogs/sideshow/

law-firm-fires-14-employees-

wearing-orangeshirts-181404912.

html; and Kashmir Hill, “When You

Can and Can’t Fire Employees

for Social Media Misbehavior,”

Forbes, September 25, 2011,

http://www.forbes.com/sites/

kashmirhill/2011/08/25/when-

you-can-and-cant-fire-employees-

forsocial-media-misbehavior/.

(continued)

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176 Unit Three Letters, Memos, E-Mail, and Web Writing

the basic points required for a solution. Study the two sample solutions to see what makes

one unacceptable and the other one good. The checklist at the end of the module in

Figure 11.10 can help you evaluate a draft.

Problem

You’re Director of Employee Benefits for a Fortune 500 company. Today, you received the

following memo:

A problem for Denmark’s Lego

Group, makers of the wildly

popular blocks and play sets,

may be that too many of the

company’s toys are marketed

to boys at the expense of

girls and thus send a negative

message. Critics observe that

of the 545 offerings from the

company, almost all cater

to concepts traditionally

associated with boys: trains,

rockets, helicopters, and

spaceships. Said Peggy

Orenstein, author of Cinderella

Ate My Daughter, a satirical

look at how the toy industry

exploits the “princess phase”

for girls, “They might as well

have a No Girls Allowed Sign.”

Gender stereotyping aside,

the company’s solution is to

introduce more toys aimed

specifically at girls, including

“American Girl Dolls” and

“Lego Friends,” or kits that

let girls choose from multiple

scenarios while building and

socializing with each other.

Figure 11.7 Allocating Time in Writing a Negative Memo (Your time may vary.)

Memo denying matching funds. Total time: 3 hours

Planning

Understand the situation.

Answer the PAIBOC questions (◀◀ Module 1). Think about document design (◀◀ Module 5). Organize the message.

1 hour

Writing

Draft the memo.

½ hour

Revising

Reread draft.

Measure draft against PAIBOC questions and checklist

for negative messages (Figure 11.10).

Revise draft.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Initial memo.

Put in interoffice mail.

1½ hours

From: Michelle Jagtiani

Subject: Getting My Retirement Benefits

Next Friday will be my last day here. I am leaving [name of company] to take a position

at another firm.

Please process a check for my retirement benefits, including both the deductions from

my salary and the company’s contributions for the last three and a half years. I would

like to receive the check by next Friday if possible.

You have bad news for Michelle. Although the company does contribute an amount

to the retirement fund equal to the amount deducted for retirement from the employee’s

paycheck, employees who leave with less than five years of employment get only their

own contributions. Michelle will get back only the money that has been deducted from her

Delivering bad news is

especially tough when it comes

to firing someone. Jonathan

A. Segal suggests avoiding

common phrases like “We had

no choice but to terminate your

employment”—justifications

that may actually anger the

employee.

Source: Jonathan A. Segal, “10 Things Not to Say When Firing

an Employee,” BusinessWeek,

November 17, 2009, http://

www.businessweek.com/

managing/content/nov2009/

ca2009119_982182.htm .

(continued)

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Module 11 Negative Messages 177

own pay, plus 4% interest compounded quarterly. Her payments and interest come to just

over $17,200; the amount could be higher depending on the amount of her last paycheck,

which will include compensation for any unused vacation days and sick leave. Further-

more, because the amounts deducted were not considered taxable income, she will have to

pay income tax on the money she will receive.

You cannot process the check until after her resignation is effective, so you will mail it

to her. You have her home address on file; if she’s moving, she needs to let you know where

to send the check. Processing the check may take two to three weeks.

Write a memo to Michelle.

Analysis of the Problem

P What are your purposes in writing or speaking?

To tell her that she will get only her own contributions, plus 4% interest

compounded quarterly; that the check will be mailed to her home address two to

three weeks after her last day on the job; and that the money will be taxable as

income.

To build goodwill so that she feels she has been treated fairly and consistently.

To minimize negative feelings she may have.

To close the door on this subject.

A Who is (are) your audience(s)? How do the members of your audience differ from each other? What characteristics are relevant to this particular message?

Michelle Jagtiani. Unless she’s a personal friend, I probably wouldn’t know why

she’s leaving and where she’s going.

There’s a lot I don’t know. She may or may not know much about taxes; she

may or may not be able to take advantage of tax-reduction strategies. I can’t

assume the answers because I wouldn’t have them in real life.

I What information must your message include?

When the check will come. The facts that the check will be based on her

contributions, not her employer’s, and that the money will be taxable income. How

lump-sum retirement benefits are calculated. The fact that we have her current

address on file but need a new address if she’s moving.

B What reasons or reader benefits can you use to support your position?

Giving the amount currently in her account may make her feel she is getting a

significant sum of money. Suggesting someone who can give free tax advice (if

the company offers this as a fringe benefit) reminds her of the benefits of working

with the company. Wishing her luck with her new job is a nice touch.

O What objections can you expect your reader(s) to have? What negative elements of your message must you deemphasize or overcome?

She is getting about half the amount she expected, because she gets no matching

funds.

She might have been able to earn more than 4% interest if she had invested the

money herself. Depending on her personal tax situation, she may pay more tax on

the money as a lump sum than would have been due had she paid it each year as

she earned the money.

C How will the context affect the reader’s response? Think about your relationship to the reader, morale in the organization, the economy, the time of year, and any special

circumstances.

The stock market has been doing poorly; 4% interest is pretty good.

Though more education

typically translates into

more income and higher job

satisfaction, a recent study by

GfK Custom Research North

America suggests employees

with the most education also

experience the most workplace

stress. Concerns about

job security and dwindling

workplace resources are

affecting Americans with

advanced degrees, leading to

a rise in voluntary workplace

turnover despite tough

economic times. What seems

like an obvious benefit can

sometimes come with hidden

detriments.

Source: Chad Brooks, “Best- Educated Americans Experience

the Most Stress at Work,” Business

News Daily, June 14, 2011, http://

www.businessnewsdaily.com/

work-related-stress-1403/ .

Source: Brad Wieners, “Lego Is for Girls,” Bloomberg Businessweek,

December 14, 2011, http://

www.businessweek.com/printer/

articles/21120-lego-is-for-girls.

(continued)

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178 Unit Three Letters, Memos, E-Mail, and Web Writing

Give reason before refusal.

April 20, 2013

To: Michelle Jagtiani

From Lisa Niaz

Subject Denial of Matching Funds

You cannot receive a check the last day of work and you will get only your own contributions, not a matching sum from the company, because you have not worked for the company for at least five full years.

Your payments and interest come to just over $17,200; the amount could be higher depending on the amount of your last paycheck, which will include compensation for any unused vacation days and sick leave. Furthermore, since the amounts deducted were not considered taxable income, you will have to pay income tax on the money you receive.

The check will be sent to your home address. If the address we have on file is incorrect, please correct it so that your check is not delayed.

This is lifted straight from the problem. The language in problems is often negative and stuffy; information is

disorganized.

Think about the situation , and use your own words

to

create a satisfactory me ssage.

Negative

How will reader know wha t you have on file?

Better to give current ad dress as you have it.

Better to be specific

Figure 11.8 An Unacceptable Solution to the Sample Problem

Discussion of the Sample Solutions

The solution in Figure 11.8 is not acceptable. The subject line gives a blunt negative with

no reason or alternative. The first sentence has a condescending tone that is particularly

offensive in negative messages. The last sentence focuses on what is being taken away

rather than what remains. Paragraph 2 lacks you-attitude and is vague. The memo ends

with a negative. There is nothing anywhere in the memo to build goodwill.

The solution in Figure 11.9 , in contrast, is very good. The policy serves as a buffer and

explanation. The negative is stated clearly but is buried in the paragraph to avoid overem-

phasizing it. The paragraph ends on a positive note by specifying the amount in the account

and the fact that the sum might be even higher.

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Module 11 Negative Messages 179

April 20, 2013

To: Michelle Jagtiani

From: Lisa Niaz

Subject: Receiving Employee Contributions from Retirement Accounts

Employees who leave the company with at least five full years of employment are entitled both to the company contributions and the retirement benefit paycheck deductions contributed to retirement accounts. Those employees who leave the company with less than five years of employment will receive the employee paycheck contributions made to their retirement accounts.

You now have $17,240.62 in your account, which includes 4% interest compounded quarterly. The amount you receive could be even higher since you will also receive payment for any unused sick leave and vacation days.

Because you now have access to the account, the amount you receive will be considered taxable income. Beth Jordan in Employee Financial Services can give you information about possible tax deductions and financial investments which can reduce your income taxes.

The check will be sent to your home address on May 16. The address we have on file is 2724 Merriman Road, Akron, Ohio 44313. If your address changes, please let us know so you can receive your check promptly.

Good luck with your new job!

Good to be specific

Forward-looking

Positive

Good to show how company

can help

Good to state

reason in

third-per son

to deempha

size

negative

Good to b e

specific

Figure 11.9 A Good Solution to the Sample Problem

Paragraph 3 contains the additional negative information that the amount will be tax-

able but offers the alternative that it may be possible to reduce taxes. The writer builds

goodwill by suggesting a specific person the reader could contact.

Paragraph 4 tells the reader what address is in the company files (Michelle may not

know whether the files are up-to-date), asks that she update it if necessary, and ends with

the reader’s concern: getting her check promptly.

The final paragraph ends on a positive note. This generalized goodwill is appropriate

when the writer does not know the reader well.

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180 Unit Three Letters, Memos, E-Mail, and Web Writing

h Is the subject line appropriate? h If a buffer is used, does it avoid suggesting either a positive or a negative response? h Is the reason, if it is given, presented before the refusal? Is the reason watertight,

with no loopholes?

h Is the negative information clear? h Is an alternative given if a good one is available? Does the message provide all the

information needed to act on the alternative but leave the choice up to the reader?

h Does the last paragraph avoid repeating the negative information? h Is tone acceptable—not defensive, but not cold, preachy, or arrogant either?

And, for all messages, not just negative ones,

h Does the message use you-attitude and positive emphasis? h Is the style easy to read and friendly? h Is the visual design of the message inviting? h Is the format correct? h Does the message use standard grammar? Is it free from typos?

Originality in a negative message may come from

h An effective buffer, if one is appropriate. h A clear, complete statement of the reason for the refusal. h A good alternative, clearly presented, which shows that you’re thinking about what

the reader really needs.

h Adding details that show you’re thinking about a specific organization and the spe- cific people in that organization.

Checklist for

Negative Messages

h

CC ff

Figure 11.10

Summary of Learning Objectives

• When you give bad news to superiors, use a subject line that

focuses on solving the problem. (LO 11-1) • When you write to peers and subordinates, put the topic (but not

your action on it) in the subject line. (LO 11-1) • Organize negative letters in this way: (LO 11-2) 1. Give the reason for the refusal before the refusal itself when

you have a reason that readers will understand and accept.

2. Give the negative just once, clearly.

3. Present an alternative or compromise, if one is available.

4. End with a positive, forward-looking statement.

• Organize negative memos to superiors in this way: (LO 11-2) 1. Describe the problem.

2. Tell how it happened.

3. Describe the options for fixing it.

4. Recommend a solution and ask for action.

• When you must pass along serious bad news to peers and subor-

dinates, use a variation of the pattern to superiors: (LO 11-2) 1. Describe the problem.

2. Present an alternative or compromise, if one is available.

3. If possible, ask for input or action.

• When the bad news is less serious, use the pattern for nega-

tive letters unless your knowledge of the reader(s) suggests that

another pattern will be more effective. (LO 11-2) • A good reason must be watertight. Give several reasons only if

all are watertight and are of comparable importance. Omit the

reason for the refusal if it is weak or if it makes your organiza-

tion look bad. (LO 11-2) • Giving the reader an alternative or a compromise (LO 11-2) • Offers the reader another way to get what he or she wants.

• Suggests that you really care about the reader and about

helping to meet his or her needs.

• Enables the reader to reestablish the psychological freedom

you limited when you said no. • Allows you to end on a positive note and to present yourself

and your organization as positive, friendly, and helpful.

• People may respond to limits by striking out in some perhaps

unacceptable way. This effort to reestablish freedom is called

psychological reactance. (LO 11-2) • When you give an alternative, give the reader all the informa-

tion he or she needs to act on it, but don’t take the necessary

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Rev.confirming pages

Module 11 Negative Messages 181

steps for the reader. Letting the reader decide whether to try the

alternative allows the reader to reestablish a sense of psycho-

logical freedom. (LO 11-2) • Thinking about the legal implications of what you say is par-

ticularly important in negative messages. (LO 11-3) • Think about how a reasonable person might interpret your

words.

• If that interpretation isn’t what you mean, revise the passage

so that it says what you mean.

• Use a buffer when the reader values harmony or when the buffer

serves a purpose in addition to simply delaying the negative. A

buffer is a neutral or positive statement that allows you to bury the negative message. Buffers must put the reader in a good

frame of mind, not give the bad news but not imply a positive

answer either, and provide a natural transition to the body of the

letter. (LO 11-4) • The kinds of statements most often used as buffers are (1)

good news, (2) facts and chronologies of events, (3) refer-

ences to enclosures, (4) thanks, and (5) statements of principle.

(LO 11-4) • Rejections and refusals, disciplinary notices and negative per-

formance appraisals, and layoffs and firings are the most com-

mon kinds of negative messages. (LO 11-5) • Use the PAIBOC questions listed in Module 1 to examine the

basic points needed for successful informative and positive

messages. (LO 11-6)

Assignments for Module 11

11.1 How should a negative letter to customers or clients be organized? (LO 11-2)

11.2 Why is giving an alternative or a compromise, if one exists, a good idea? (LO 11-2)

11.3 How should a negative memo to a superior be organized? (LO 11-2)

11.4 What are the most common types of buffers? (LO 11-4)

Questions for Comprehension

11.5 How do you use positive emphasis in a negative message? (LO 11-2, LO 11-3)

11.6 How do you decide whether to give the negative directly or to buffer it? (LO 11-4)

11.7 How do specific varieties of negative messages adapt the basic pattern? (LO 11-5)

Questions for Critical Thinking

Dear Renter:

Effective March 1, the rent for your parking space will go up $10 a month. However, our parking lot is still

not the most expensive in town.

Many of you have asked us to provide better snow and ice removal and to post signs saying that all

spaces are rented so that a car can be towed if it parks in your space. Signs will be posted by March 1,

and, if we get any more snow, Acme Company has contracted to have the lot cleared by 7 a.m.

Enclosed is a new parking sticker. Please hang it on your rearview mirror.

Sincerely,

A. E. Jackson

Exercises and Problems

11.8 Revising a Negative Message (LO 11-1 to LO 11-6)

Rewrite and reorganize the following negative message to

make it more positive. Eliminate any sentences that are not

needed.

For years, businesses have had suggestion programs,

rewarding employees for money-saving ideas. Now your

city government has adopted such a program. But not all of

the suggestions are adopted. Today, you need to send mes-

sages to the following people. Because their suggestions

are being rejected, they will not get any cash.

1. Diane Hilgers, secretary, mayor’s office. Suggestion:

Charge for 911 calls. Reason for rejection: “This would

be a public relations disaster. We already charge for

ambulance or paramedic trips; to charge just for the call

will offend people. And it might not save money. It’s a

lot cheaper to prevent a burglary or murder than to track

11.9 Rejecting Employees’ Suggestions (LO 11-1 to LO 11-6)

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182 Unit Three Letters, Memos, E-Mail, and Web Writing

In any organization, things sometimes go wrong. Tell your

supervisor about a problem in your unit and recommend

what should be done.

As Your Instructor Directs, a. Prepare notes for a meeting with your supervisor.

b. Write an e-mail message to your supervisor.

c. Write a memo to your supervisor.

d. Give an oral presentation on the problem.

e. Write a memo to your instructor explaining the problem,

the corporate culture, and the reasons for your solution.

11.10 Telling the Boss about a Problem (LO 11-1 to LO 11-6)

Because individual tastes are varied, your company

does not offer refunds when a moviegoer dislikes a film,

and trailers before the movie are standard.

However, your theaters recently went to the contro-

versial policy of reducing power on the movie projector

bulbs. Doing so cuts electricity costs and may prolong

the life of the expensive bulbs. For most films, the dif-

ference in screen quality is negligible, but for films with

dark cinematography, like horror movies, some scenes are

difficult to see.

Though the tone of Mr. McCann’s letter offends you,

he might have a valid point about the screen quality. There-

fore, you are willing to offer him a 50% discount on his

next ticket purchase.

Write a letter to Mr. McCann informing him of your

decision.

You are the regional manager of a movie theater chain.

Recently, you received this letter:

11.11 Responding to a Demand for a Refund (LO 11-1 to LO 11-6)

Your organization employs far more part-time than full-

time workers. Part-timers are paid hourly, up to 15 hours

per week, and full-timers are salaried under contract for 40

hours per week.

Both groups share many job responsibilities, though

full-timers are also expected to take leadership roles that

require their attendance in meetings, on committees, and

at community programs. For part-timers, participation is

voluntary. To encourage more part-timers to participate,

though, one of your managers decided to start paying them

extra for their attendance.

Now several full-timers are protesting the move.

While they are sympathetic to paying part-timers for

additional time, the full-timers note their duties often

require them to spend more than 40 hours per week on

the job. Because raises and promotions are tied to man-

ager evaluations, they believe they are being pressured

to participate without additional compensation. Paying

part-timers but not full-timers for extra time only exacer-

bates the situation.

The manager believes that part-timers are already

underpaid for doing many of the same duties as full-timers,

that full-timers should be grateful to have jobs with ben-

efits, and that full-timers should be motivated by more than

money to attend. The full-timers should be held to a higher

standard as role models for the part-timers.

You checked with your Human Resources Department

and found that because attendance by part-timers is volun-

tary, paying them extra is inappropriate. In addition, recent

high-profile lawsuits for overtime pay have resulted in even

salaried workers expecting compensation for work beyond

40 hours per week. Therefore, you must end the program

started by the manager and find a way to reign in the extra

hours full-timers may be working.

Write a memo informing all employees that the extra

pay program will end in two weeks.

11.12 A Difficult Negative Message—Taking Away Extra Pay (LO 11-1 to LO 11-6)

I want my money back! I paid $9 to see The Monster’s Bride, and because the screen was so dark, I could hardly see anything at all. Half the time, the screen was almost pitch black! Besides that, the movie

was total garbage and nothing like the advertising suggested. And why did I have to sit through half

an hour of trailers before the movie? You should pay me for wasting my time. You guys are a bunch of

crooks.

Sincerely,

Glenn McCann

down the person afterward—to say nothing of the trauma

of the loss or death. Bad idea.”

2. Steve Rieneke, building and grounds supervisor. Sugges-

tion: Fire the city’s public relations specialists. Reason

for rejection: “Positive attitudes toward city workers and

policies make the public more willing to support public

programs and taxes. We think this is money well spent.”

3. Jose Rivera, accountant I. Suggestion: Schedule city

council meetings during the day to save on light bills

and staff overtime. Reason for rejection: “Having the

meetings in the evening enables more citizens to attend.

Open meetings are essential so that citizens don’t feel

that policies and taxes are being railroaded through.”

4. Martin Schultz, data center help desk assistant. Suggestion:

Rather than provide free dial-up access, make employees

working from home pay for their own Internet connection.

Reason for rejection: “The cost of providing access through

dial-up is negligible and offset by the increased productivity

of employees who voluntarily work from home during times

when they would be commuting. Employees also pay their

own utility costs and are more likely to work after hours.”

Write the messages.

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Module 11 Negative Messages 183

11.13 Announcing the Elimination of a Position (LO 11-1 to LO 11-6)

Your organization is facing a significant budget shortfall,

and in addition to cuts in office supplies and the travel

budget, your department must eliminate one position.

Though you can make a case for keeping everyone in the

department, you have no choice, and the only position that

seems possible to cut is Robin’s, the department secre-

tary. After much deliberation, you decide to eliminate the

position.

Now you must announce this decision to the depart-

ment. You expect people to be troubled because Robin is

a popular and hard worker and has been with the depart-

ment for three years. There’s more, though. Once Rob-

in’s position is eliminated, the work must still be done.

That means the rest of the staff will have to help cover

the phones, make their own copies, process their own

paperwork, create files and archive them, and so forth.

People are already used to typing their own correspon-

dence, but they will also have to make sure copies are

properly filed. People will have to take turns sorting the

mail. The list of Robin’s duties goes on.

Write an e-mail message to the staff informing them that

Robin’s last day is in two weeks and that the changes to

cover her work will go into effect then.

Hints:

• Think about the emotional impact losing a colleague can

have on the department. How can you help soften the

blow? What fears might people have about their own job

security?

• Care must be taken to avoid the impression that Robin is

being let go for any other reason than the budget. Keep

in mind, however, that confidentiality issues may affect

what you can say and how much.

• You like Robin and regret having to eliminate the posi-

tion, but is it wise to criticize the company or appear irri-

tated by the decision?

11.14 Telling Retirees They Must Switch to HMOs (LO 11-1 to LO 11-6)

Your company has traditionally provided health insur-

ance not only to employees but also to retirees who have

worked for the company for at least 20 years at the time of

retirement.

Seven years ago, you cut costs for employee health

insurance by switching from open-ended insurance to

health maintenance organizations (HMOs). At that time,

you kept open-ended insurance for retirees because

your employees told you that retirees wanted to keep

their current doctors. But the high cost of that program

gives you no choice: to continue to insure retirees, you

must hold down costs, and HMOs offer the best way of

doing that.

Under the current plan, the retiree pays 20% of all costs

(up to a yearly ceiling of $10,000 and a lifetime ceiling of

$100,000) and you pay 80%. In an HMO, more costs will

be covered. Routine doctors’ visits, for example, charge

only a $10 co-payment. Most tests, such as mammograms,

X-rays, and blood work, are covered 100%. Hospitalization

is covered completely, and there’s much less paperwork.

By presenting one’s card when one fills a prescription,

one pays only the copayment, rather than having to pay

the entire amount and then filing for partial reimbursement

later.

The bad news for retirees is that they have to go to a

physician listed with the HMO. If the current physician is

not on the list, the retiree will have to switch doctors to

retain benefits. Furthermore, the primary care physician

must refer the patient to any other health care providers.

That is, someone who wants to see a specialist or go to

the emergency room must call the primary care physician

first. Primary care physicians always approve such referrals

whenever they seem medically advisable, but the require-

ment does limit the patient’s freedom. Further, since HMOs

are paid a flat fee and therefore have an incentive to give

care that costs less than that fee, some people fear that

HMOs will be reluctant to prescribe expensive treatments,

even when those treatments are essential.

Your company offers a choice of HMOs. Informational

meetings will be held next month for retirees (and anyone

else who wishes to attend) to explain the various options.

Retirees must return a card within two months, indicat-

ing which plan they prefer. The card will be enclosed in

the mailing. Anyone who does not return a card will be

assigned a plan by the company.

As vice president for human resources, write a form

letter to all retirees, explaining the change and telling them

how to indicate which HMO they prefer.

Hints:

• Choose a business, government, or nonprofit organiza-

tion that you know something about.

• About how many retirees do you have? What percentage

are “young old” (under 80, in reasonably good health)?

What percentage are “old old” (80 and over, sometimes

with more serious health problems)?

• How well educated are your retirees? How easy will it be

for them to understand the HMO options?

• What times would be convenient for the retirees to come

to meetings? Should you have extra times for them,

beyond those you’ve scheduled for employees?

11.15 Telling a Customer an Item Is No Longer Available (LO 11-1 to LO 11-6) You manage the customer service department for an online

company that sells discontinued and out-of-season items

from department stores at a discount. Your web page oper-

ates 24 hours a day, and you frequently have sales to attract

customers to the site. Therefore, the items being offered

and their prices can change without warning.

Recently, you received this e-mail message from a

customer:

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184 Unit Three Letters, Memos, E-Mail, and Web Writing

You’ve researched Ms. Bergman’s claim and found

that she did try to order the chaise the previous evening.

While you have no record that the Online Help function

was unavailable, it has crashed before.

However, the chaise has already sold out. You can

see from the time stamp that two were available when

Ms. Bergman e-mailed. The last one sold an hour before

you got her message. You’ve researched the history of the

chaise and found that it is part of a discontinued line. You

don’t expect to get any more.

You can offer her a similar chair in brown leather and

give her a coupon worth 5% off (on top of any other dis-

count) on future orders. However, there is nothing you can

do about the black leather chaise.

Write a response to Ms. Bergman.

11.16 Rejecting a Suggestion (LO 11-1 to LO 11-6)

Your company has a suggestion system that encourages

workers to submit suggestions that will save the organization

money or improve safety, customer service, or morale. If a

suggestion is accepted that will save the company money, its

proposer gets 10% of the estimated first year’s savings. If a

suggestion is accepted but will not save money, the proposer

gets $25. You chair the committee that makes the decisions.

Today, you must tell Wayne Andersen that the commit-

tee has rejected his suggestion to buy a second photocopy-

ing machine for the sales department. Wayne pointed out

that the sales department occupies a whole floor, yet has

only one copier. Although the copier is in the center of the

room (by the coffee and vending machines), some people

have to walk quite a distance to get to it. Of course, they

often stop to talk to the people they pass. Wayne calculated

how much time people waste walking to the copier and

talking to co-workers multiplied by annual salaries com-

pared to the shorter time needed to walk to one of two copi-

ers, each located to serve half the floor. He calculated that

the company could save the cost of a $10,000 machine in

just six months, with a further $10,000 savings by the end

of the first year.

No one on the committee liked Wayne’s idea.

“I don’t trust his numbers. After all, lots of people combine

trips to the copier with a trip to get a cup of coffee or a cola.

They’d do even more walking if they had to make two trips.”

“He talks about people waiting in line to use the copier, but

I’m in sales, and I know the copier really isn’t used that much.

Sure, there are some bottlenecks—especially when reports are

due—but a lot of the time the machine just sits there.”

“I’m worried about the economy. I don’t think this is the

time to spend money we don’t have to spend.”

“I guess his system would be more efficient. But the real

savings comes not from less walking but from less talking.

And I think we want people to talk to each other. Informal conversations are great for relieving stress, sharing ideas, and

strengthening our loyalty to each other and to the company.”

“I agree. I think our company is built on informal inter-

change and a sense that you don’t have to account for every

single minute. Our people are almost all on salary; they stay

overtime without any extra pay. If someone wants to take a

break and talk to someone, I think that’s OK.”

“Well, sometimes we do waste time talking. But his idea

isn’t really new. Lots of people think we could save money

by buying more of every kind of equipment. Even if we get

a copier, I don’t think he should get any money.”

You pointed out that even if a new copier didn’t save as

much money as Wayne predicted, it would shorten the lines

when lots of people have copying to do. You suggested

adopting his suggestion but reducing the estimated savings

and therefore the award. But the committee rejected your

compromise and the suggestion. As chair of the committee,

you vote only to break a tie.

Write a message to Wayne, reporting the committee’s

decision.

Hints:

• What reason(s) should you give for the committee’s decision?

• Should you tell Wayne that you disagreed with the majority?

• How can you encourage Wayne to continue to submit

suggestions?

11.17 Announcing Cost-Savings Measures (LO 11-1 to LO 11-6) Your company has to cut costs but would prefer to avoid

laying off workers. Therefore, you have adopted the follow-

ing money-saving ideas. Some can be implemented imme-

diately; some will be implemented at renewal dates. The

company will no longer pay for

• Flowers at the receptionist’s desk and in executive

offices.

• Skyboxes for professional sporting events.

• Employees’ dues for professional and trade organizations.

• Liquor at business meals.

I’m a member of the National Teacher’s Federation, which entitles me to a 15% discount on items ordered

at your site. Last night, I tried to order a leather chaise lounge. I added the item to my shopping cart, but the

discount was not applied. I tried again and got the same result. When I went to the “Online Help” link, an

error message said the help function was unavailable. Therefore, I’m contacting you by e-mail.

Would you help me order the chaise with my discount? The item number is 234323ALC2. I’d like it in black, please.

The chaise is a college graduation gift for my daughter, and I’ve been searching for one like it for months.

Right now, you’re the only vendor who carries this chaise, so any help you can provide would be much

appreciated!

Thank you.

Macy Bergman

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Module 11 Negative Messages 185

Only essential business travel will be approved. The

company will pay only for the lowest cost of air travel

(coach, reservation 7 to 14 days in advance).

The company will no longer buy tables or blocks of

tickets for charitable events and will not make any dona-

tions to charity until money is less tight.

Counters will be put on the photocopiers. People must

have access numbers to make photocopies; personal photo-

copies will cost $ .10 a page.

As the chief financial officer, write a memo to all

employees, explaining the changes.

11.18 Closing Bill-Payment Offices (LO 11-1 to LO 11-6) For many years, City Gas & Electric had five suburban offices

to which people could take their payments. On the first of the

month following next month, you’re closing these offices.

On that date, 100 local merchants, such as grocers, will

begin to accept utility payments. Closing the freestanding

offices will save your company almost $3 million a year.

Customers will still be able to mail in payments or have them

deducted automatically from their paychecks.

Write a notice that can be inserted in utility bills this

month and next month.

11.19 Giving a Customer Less Credit than She Wants (LO 11-1 to LO 11-6)

Yang-Ming Lee applied for your Visa card, asking for a

credit limit of $15,000 and a separate card for her husband,

Chad Hoang. Her credit references merit granting a credit

card. But you generally give new customers only a $7,500

limit, even when the family income is very high, as it is in

this case. You might make an exception if your bank had a

previous relationship with the client, but no such relation-

ship exists here. While you have no set policy for reviewing

and raising credit limits, normally you would expect at least

six months of paying the minimum amount promptly.

Write a letter to Ms. Lee, granting her a credit card with

a $7,500 limit.

11.20 Addressing an Allegation about Racism by Employees (LO 11-1 to LO 11-6)

You are the human resources director for Kelly Green’s

Midwest division. Two of your employees stand accused

of being racist toward a customer. In the customer’s letter

to you, she states,

You are understandably shocked by the letter, and your

shock grows to dismay when you discover the surveillance

video that could provide a visual record of the event has

been anonymously erased.

The clerks in question, one a 19-year-old male and the

other a 21-year-old female, were both hired at the same

time and only a month before. But already the male clerk

has been warned about arriving to work late twice, and the

female clerk was involved in an argument with a customer

over a return.

Kelly Green has a strong policy against discrimina-

tion of customers as well as employees, but other than the

word of the customer, you have no conclusive proof that the

clerks behaved so inappropriately. They both deny the inci-

dent happened. The manager who ordinarily would have

been in the store was on her way back from making the

afternoon deposit at the bank. At the same time, you see no

reason to disbelieve the customer, whose thoughtful tone in

particular impresses you.

Your solution, although imperfect, is to document the

alleged incident in both clerks’ personnel files, along with a

reprimand to everyone on duty that day for the surveillance

video being erased. In addition to that, you are requiring

that all employees in the store attend diversity training.

Write a letter to Ms. Oranto explaining what will be

done.

Today I visited your Kelly Green apparel store in downtown Chicago. In what was probably the most dis-

turbing experience of my life—and I’m a 45-year-old registered nurse—the male clerk decided to verbally

attack me, saying, “I really hope you can speak English” and “I don’t think someone like you can afford our

merchandise.” He said this soon after I entered the store.

When I went to try on the silk blouse I’d come to purchase, I heard him outside the dressing room chant-

ing, “Ching chong, ching chong.” There was also a female clerk on duty, and I heard them both laughing.

I’ve been shopping at that Kelly Green store for two years. I’ve never seen either employee before, and I’ve

certainly never been treated there like this in the past. When my family emigrated to the United States from

the Philippines 60 years ago, they met prejudice, but I don’t think they could have imagined that in this day

and age Americans would still be so pointlessly vicious to other Americans.

I’m not writing to you with the expectation of being compensated nor to threaten a lawsuit. I simply want

you to know that you have employees whose idea of civility is deeply flawed. The clerks are young, and I

hope you can use this experience to teach them a better understanding of the dignity all people deserve.

Thank you.

Lila Oranto

P.S. I’d still like to shop at Kelly Green, but I’ll be driving 30 miles out of my way to avoid returning to that

store.

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186 Unit Three Letters, Memos, E-Mail, and Web Writing

Use parallel structure in lists, headings, and subheadings in docu-

ments by using the same grammatical form for ideas that have the

same relationship in your sentence. Parallel structure is particularly

important in business communication, whose bulleted, vertical lists

make parallelism errors obvious.

Not parallel: Good reports are factual, logical, and demonstrate clarity.

It may be easier to see faulty parallelism by listing vertically parts

that need to be parallel. Check to make sure each component fits

with the words that introduce the list.

Not parallel: Good reports are Factual

Logical

Demonstrate clarity

Parallel: Good reports are Factual

Logical

Clear

Make sure all of the list is horizontal or vertical. Don’t start a

list horizontally and finish it vertically.

Incorrect: As department manager, I supervised eight employees.

• Wrote the department budget.

• Presented our sales strategy to the board of

directors.

Correct: As department manager, I supervised eight employees, wrote the department budget, and

presented our sales strategy to the board of

directors.

Also correct: As department manager, I • Supervised eight employees.

• Wrote the department budget.

• Presented our sales strategy to the board of

directors.

Headings must be parallel throughout the document, but subheads

need only be parallel to other subheads in the same section.

Not parallel: Should Ogden Industries Purchase Blue Chip International?

• Short-Term Costs

• What Are Long-Term Gains?

Parallel: Should Ogden Industries Purchase Blue Chip International?

• Short-Term Costs

• Long-Term Gains

In addition to grammatical parallelism, also check your sen-

tences for logical parallelism.

Incorrect: The group ranges from males and females to people in their 20s, 30s, and 40s.

Better: We interviewed men and women ranging in age from 20 to 50.

Gender is one category; age is another.

Exercises

Rewrite the following sentences or headings to make them parallel.

1. Tanika sent copies of the memo to Accounting, the Pub-

lic Relations Department, the folks in Marketing, and even

Purchasing.

2. Some of the undeserved groups in the United States include

African Americans, Chinese, Native Americans, and Mexicans.

3. Jayden e-mailed to let us know that customers in our south,

north side, and western offices could use more supplies.

4. The awards committee includes Lucas, Mr. Guy Elizondo, Su

Yen, Dan “the Man” Jeffries, and Kyle Abrahms.

5. When Esther came to fix the copier, she pointed out that it

needed a new toner cartridge, one of those trays for paper, and

the replacement of its keypad.

6. We’re planning on traveling to Seattle; Columbus, Ohio;

the capital of Michigan, and lovely and historic Charleston

this year.

7. Make sure you order supplies for the strategic planning

retreat: pens, paper, one of those giant notepads, some mark-

ers, Post-it Notes, some file folders, and that tape that is sticky

on both sides.

8. The best supervisors

• listen to employees,

• are really good at valuing diversity in the workplace, and

• they are moral.

9. Bailey, Valdez, and Shepherd expect to open sales offices in

the following countries:

a. Brazil.

b. Beautiful Argentina.

• Our neighbor to the south, Mexico.

• El Salvador.

10. Issues to consider before making a final commitment:

a. How does the contract affect the bottom line?

b. When the contract will take effect.

Check your answers to the odd-numbered exercises at the back of the book.

Parallel Structure

Polishing Your Prose

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187

12 Persuasive Messages

LO 12-1 Compare strategies for persuasive messages.

LO 12-2 Create subject lines for persuasive messages.

LO 12-3 Apply strategies for persuasive message organization.

LO 12-4 Identify solutions for objections.

LO 12-5 Recognize techniques for more persuasive messages.

LO 12-6 Apply strategies for common ground solutions.

LO 12-7 List common kinds of persuasive messages.

LO 12-8 Apply strategies for persuasive message analysis with PAIBOC.

Module

LEARNING OBJECTIVES

Module 12 shows you how to write successful persuasive messages. After completing the module,

you should be able to

I n the 21st century, businesses depend more and more on persuasion and “buy-in” to get quality

work done. You can command people to make widgets. You can’t command people to be creative.

And even if you’re making widgets, just going through the motions isn’t enough. You want people to

make high-quality widgets while reducing scrap and other costs. Internal commitment is needed to

make that happen.

External motivation doesn’t last. Some people will buy a certain brand of pizza if they have a

“2 for the price of 1” coupon. But if the coupon expires, or if another company offers the same deal,

customers may leave. In contrast, if customers like your pizza better—in other words, if they are moti-

vated internally to choose it—then you may keep your customers even if another company comes in

with a lower price.

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188 Unit Three Letters, Memos, E-Mail, and Web Writing

Persuasive messages include

• Orders and requests.

• Proposals and recommendations.

• Sales and fund-raising letters.

• Job application letters.

• Reports, if they recommend action.

• Efforts to change people’s behavior, such as collection letters, criticisms or performance

appraisals where you want the subordinate to improve behavior, and public-service ads

designed to reduce drunken driving, drug use, and so on.

All persuasive messages have several purposes:

Primary Purposes:

• To have the reader act.

• To provide enough information so that the reader knows exactly what to do.

• To overcome any objections that might prevent or delay action.

Secondary Purposes:

• To build a good image of the writer.

• To build a good image of the writer’s organization.

• To cement a good relationship between the writer and reader.

• To reduce or eliminate future correspondence on the same subject so the message

doesn’t create more work for the writer.

What is the best persuasive strategy? LO 12-1

▶ It depends on how much and what kinds of resistance you expect.

Four basic short-term strategies exist: direct request, problem-solving persuasion, sales, 1

and reward and punishment. This book will focus on the first two strategies. Rewards and

punishment have limited use, in part because they don’t produce permanent change and

because they produce psychological reactance (◀◀ p. 169). For a major change—such as restoring public confidence in CPA firms and in the stock market—no single message

will work. You will need a campaign with a series of messages, preferably from a variety

of sources.

Use the direct request pattern when

• The audience will do as you ask without any resistance.

• You need a response only from the people who are willing to act.

• The audience is busy and may not read all the messages received.

• Your organization’s culture prefers direct requests.

Use the problem-solving pattern when

• The audience is likely to object to doing as you ask.

• You need action from everyone.

• You trust the audience to read the entire message.

• You expect logic to be more important than emotion in the decision.

A strategy that works in one organization may not work somewhere else. James Suchan

and Ron Dulek point out that Digital Equipment’s corporate culture values no-holds-barred

aggressiveness: “Even if opposition is expected, a subordinate should write a proposal

in a forceful, direct manner.” 2 In another organization with different cultural values, an

employee who used a hard sell for a request antagonized the boss. 3

Corporate culture (◀◀ p. 28) isn’t written down; it’s learned by imitation and observa- tion. What style do high-level people in your organization use? When you show a draft

When a group of students

bullied school bus monitor

Karen Huff Klein, going so

far as to post videos online,

they may have thought they

were getting the last laugh.

Cruel comments like “You’re

so ugly, your kids should kill

themselves” were especially

horrific to people who knew

that Klein had lost a son to

suicide 10 years earlier. After

news of the attacks made

national headlines, however,

outraged and sympathetic

donors contributed hundreds

of thousands of dollars to

a vacation fund set up for

Klein. The students were

punished. Cyberbaiting, a form

of bullying where students

provoke teachers and other

authority figures and then

post the results online, is on

the rise now that cell phone

cameras are so prolific.

Bullying generates many

results, including ones bullies

may not anticipate. Remember,

persuasive techniques can be

used to any end—think about

why you are using them in

addition to how.

Sources: Susan Stump, “School Bus Monitor Doesn’t Want ‘Really

Nasty’ Kids Charged,” The Today

Show, June 21, 2012, http://today.

msnbc.msn.com/id/47896993/

ns/today-today_news/t/school-

bus-monitor-doesnt-want-really-

nasty-kids-charged/ ; and Susan

Donaldson James, “Cyberbaiting

on the Rise as Teacher Tantrums

Posted to YouTube,” Good Morning

America, January 3, 2012, http://

gma.yahoo.com/cyberbaiting-

rise-teacher-tantrums-posted-

youtube-213036412.html .

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Module 12 Persuasive Messages 189

to your boss, are you told to tone down your statements or to make them stronger? Role

models and advice are two of the ways organizations communicate their cultures to

newcomers.

Different ethnic and national cultures also have different preferences for gaining com-

pliance. In one study, students who were native speakers of American English judged

direct statements (“Do this”; “I want you to do this”) clearer and more effective than

questions (“Could you do this?”) or hints (“This is needed”). Students who were native

speakers of Korean, in contrast, judged direct statements to be least effective. In the Korean culture, the study’s authors claim, the more direct a request is, the ruder and there-

fore less effective it is. 4

What is the best subject line for a persuasive message? LO 12-2

▶ For direct requests, use the request, the topic, or a question. ▶ For problem-solving messages, use a directed subject line or a reader benefit.

In a direct request, put the request, the topic of the request, or a question in the subject line.

Site to See

Go to

http://www. entrepreneur.com/ sales/salestechniques/ article53856.html

for seven tips on writing sales

letters.

Site to See

Go to

www.rice.edu/wetlands

Difficult situations arise when

multiple stakeholders in an

issue have different—perhaps

contradictory—points of

view. This website, created

by faculty and graduate

students at Rice University,

presents documents, maps,

and reports that led to a

successful resolution.

The Advertising Council creates

public service ads. Here, an ad for

the Arab American Institute uses

emotional appeal to build a common

ground and persuade people to

reject hate.

“Don’t kill the messenger”

could certainly apply to Maya

society. Before being executed,

the scribes of defeated kings

often also had their fingers

broken, a symbolic muting

of their ability to “speak”

persuasively on behalf of their

leader.

Source: Jeff Grabmeier, “Among the Mayas, Writers for Defeated

Kings Met a Cruel Fate,” The Ohio

State University Research News,

August 20, 2001, downloaded

at http://researchnews.osu.edu/

archive/mayans.htm .

Subject: Request for Updated Software

My copy of HomeNet does not accept the aliases for Magnus accounts.

Go to

Go to

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190 Unit Three Letters, Memos, E-Mail, and Web Writing

Subject: Status of Account #3548–003

Please get me the following information about account #3548–003.

Subject: Do We Need an Additional Training Session in October?

The two training sessions scheduled for October will accommodate 40 people. Last

month, you said that 57 new staff accountants had been hired. Should we schedule an

additional training session in October? Or can the new hires wait until the next regularly

scheduled session in February?

Instant Replay

Use the direct request pattern when

• The audience will do as you

ask without any resistance.

• You need a response only

from the people who are

willing to act.

• The audience is busy

and may not read all the

messages received.

• Your organization’s culture

prefers direct requests.

Use the problem-solving pattern when

• The audience is likely to

object to doing as you ask.

• You need action from

everyone.

• You trust the audience to

read the entire message.

• You expect logic to be more

important than emotion in

the decision.

I R

Use the direct

Subject: Arguments for Expanding the Marysville Plant

Subject: A Proposal to Change the Formula for Calculating Retirees’ Benefits

Subject: Why Cassano’s Should Close Its West Side Store

Subject: Reducing Energy Costs in the New Orleans Office

Energy costs in our New Orleans office have risen 12% in the last three years, even

though the cost of gas has fallen and the cost of electricity has risen only 5%.

When you have a reluctant reader, putting the request in the subject line just gets a quick

no before you’ve had a chance to give all your arguments. One option is to use a directed subject line that makes your stance on the issue clear. 5 In the following examples, the first is the most neutral. The remaining two increasingly reveal the writer’s preference.

Another option is to use common ground or a reader benefit—something that shows

readers that this message will help them.

Although your first paragraph may be negative in a problem-solving message, your

subject line should be neutral or positive to show that you are solving a problem, not just

reporting one.

Both directed subject lines and benefit subject lines can also be used as report titles.

How should I organize persuasive messages? LO 12-3

▶ In direct requests, start with the request. ▶ In a problem-solving message, start with the problem you share.

Start with the request only when you anticipate ready agreement, when you fear that a busy

reader may not read a message whose relevance isn’t clear, or when your organization’s

culture prefers direct requests.

Choose the correct persuasive

approach for your audience.

When Anne Mulcahy, the

former chair and CEO of

Xerox, decided to purchase

a Porsche, she faced two

annoyances: the salesperson

who assumed she needed to

talk to someone, presumably

a husband, before making

the purchase, and the finance

officer, who asked if she

needed someone to co-sign

her lease. Their attitudes

nearly persuaded Mulcahy to

drive to another dealership.

The situation reminded her of

her youth, when, she said, “I

was working and was totally

financially secure, but I’d

have to get co-signatures

on my loans because it

was the 1970s. Then it was

discrimination. Now it’s just

stupidity.”

(continued)

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Module 12 Persuasive Messages 191

Writing Direct Requests

When you expect quick agreement, save the reader’s time by presenting the request directly.

1. Consider asking immediately for the information or service you want. Delay the request if it seems too abrupt or if you have several purposes in the message.

2. Give readers all the information and details they will need to act on your request. Number your questions or set them off with bullets so the reader can check to see that

all of them have been answered.

In a claim (where a product is under warranty or a shipment was defective), explain

the circumstances so that the reader knows what happened. Be sure to include all the

relevant details: date of purchase, model or invoice number, and so on.

In more complicated direct requests, anticipate possible responses. Suppose

you’re asking for information about equipment meeting certain specifications.

Explain which criteria are most important so that the reader can recommend an

alternative if no single product meets all your needs. You may also want to tell the

reader what your price constraints are and ask whether the item is in stock or must

be special ordered.

3. Ask for the action you want. Do you want a check? A replacement? A catalogue? Answers to your questions? If you need an answer by a certain time, say so. If possible,

show the reader why the time limit is necessary.

Figure 12.1 summarizes this pattern. Figure 12.2 illustrates the pattern as did the claim

letter in Figure 9.4 (◀◀ p. 131). Note that direct requests do not contain reader benefits and do not need to overcome objections: They simply ask for what is needed.

Direct requests should be direct. Don’t make the reader guess what you want.

Indirect request: Is there a newer version of the 2008 Accounting Reference Manual? Direct request: If there is a newer version of the 2008 Accounting Reference Manual, please

send it to me.

In some direct requests, your combination of purposes may suggest a different orga-

nization. For example, in a letter asking an employer to reimburse you for expenses after

a job interview, you’d want to thank your hosts for their hospitality and cement the good

impression you made at the interview. To do that, you’d spend the first several paragraphs

talking about the trip and the interview. Only in the last third of the letter (or even in the

postscript) would you put your request for reimbursement.

Similarly, in a letter asking about a graduate program, a major purpose might be to

build a good image of yourself so that your application for financial aid would be viewed

positively. To achieve that goal, provide information about your qualifications and interest

in the field as well as ask questions.

Organizing Problem-Solving Messages

Use an indirect approach and the problem-solving pattern of organization when you

expect resistance from your reader but can show that doing what you want will solve

Even reasonable requests

from credible sources can

meet resistance. Appeals by

the captain of a Continental

Express jet diverted by weather

to Rochester, Minnesota, to

let her passengers enter the

terminal went unheeded,

stranding them for six hours

aboard the cramped plane.

The Transportation Security

Administration (TSA) later

blamed Mesaba Airlines, a

subsidiary of Delta Air Lines.

Its staff, the only ones on duty

in the terminal at the time,

believed because there were

no TSA personnel available,

passengers could not deplane.

However, regulations allowed

for passengers to be taken to a

secure area.

Source: Joan Lowy, “Pilot Pleaded to Evacuate Stranded

Passengers,” August 21, 2009,

http://news.yahoo.com/s/

ap/20090821/ap_on_go_ca_st_pe/

us_nightmare_flight.

Request for Action

Details

Request for Action

Figure 12.1 How to

Organize a Direct Request

Source: Becky Quick, “Car Salesmen: Still Sexist, Still

Stupid,” CNN, February 28,

2012, http://finance.fortune.

cnn.com/2012/02/28/

sexist-car-salesmen/.

(continued)

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192 Unit Three Letters, Memos, E-Mail, and Web Writing

Date: May 15, 2012

To: Michael Antonucci

From: David Anthony, Chair, BCS Suggestion Committee

Subject: Suggestion #97204

Please evaluate the attached suggestion by May 29.

• Should BCS adopt it? Why or why not? • Will it save the company money? If so, how much a year? • If the suggestion is adopted, how large an award should be given?

You may put your answers and brief reasons for them at the bottom of this page or send them to me by e-mail ([email protected]). Please get your response in by May 29 as the suggestion committee is meeting on May 30.

Thanks!

Spell out subquestions.

Make action easy.

Reason to act promptly

Ask for the action you want.

Put request in ¶ 1.

Topic of request in subject line

Interoffice Memo Keep each message to one topic.

Figure 12.2 A Direct Request

a problem you and your reader share. This pattern allows you to disarm opposition by

showing all the reasons in favor of your position before you give your readers a chance

to say no.

1. Describe the problem you both share (which your request will solve). Present the problem objectively: Don’t assign blame or mention personalities.

2. Give the details of the problem. Be specific about the cost in money, time, lost goodwill, and so on. You have to convince readers that something has to be done before you can convince them that your solution is the best one.

3. Explain the solution to the problem. If you know that the reader will favor another solution, start with that solution and show why it won’t work before you present your

solution.

Present your solution without using the words I or my. Don’t let personalities enter the picture; don’t let the reader think he or she should say no just because you’ve had other requests accepted recently.

4. Show that any negative elements (cost, time, etc.) are outweighed by the advantages. 5. Summarize any additional benefits of the solution. The main benefit— solving the

problem—can be presented briefly since you described the problem in detail. However,

if there are any additional benefits, mention them.

6. Ask for the action you want. Often your reader will authorize or approve something; other people will implement the action. Give your reader a reason to act promptly,

perhaps offering a new reader benefit. (“By buying now, we can avoid the next quarter’s

price hikes.”)

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Module 12 Persuasive Messages 193

Figure 12.3 summarizes the pattern. Figure 12.4 implements the pattern. Reader ben-

efits can be brief in this kind of message because the biggest benefit comes from solving

the problem.

How do I identify and overcome objections? LO 12-4

▶ Talk to your audience. Then try these strategies.

The easiest way to learn about objections your audience may have is to ask knowledgeable

people in your organization or your town.

• Phrase your questions nondefensively, in a way that doesn’t lock people into taking a stand on an issue: “What concerns would you have about a proposal to do x? ” “Who makes a decision about y? ” “What do you like best about [the supplier or practice you want to change]?”

• Ask follow-up questions to be sure you understand: “Would you be likely to stay with your current supplier if you could get a lower price from someone else? Why?”

People are likely to be most aware of and willing to share objective concerns such as

time and money. They will be less willing to tell you that their real objection is emotional.

Readers have a vested interest in something if they benefit directly from keeping things as they are. People who are in power have a vested interest in retaining the system that

gives them their power. Someone who designed a system has a vested interest in protect-

ing that system from criticism. To admit that the system has faults is to admit that the

designer made mistakes. In such cases, you’ll need to probe to find out what the real

reasons are.

The best way to deal with an objection is to eliminate it. To sell Jeep Cherokees in

Japan, Mitsuru Sato convinced Chrysler to put the driver’s seat on the right side, to make

an extra preshipment quality check, and to rewrite the instruction booklet in Japanese style,

with big diagrams and cartoons. 6

If an objection is false or based on misinformation, give the response to the objection

without naming the objection. In a persuasive brochure, you can present responses with a

“question/answer” format. When objections have already been voiced, you may want to

name the objection so that your audience realizes that you are responding to that specific

Shared Problem

Details

Solution

Negatives

Reader Benefits

Request for Action

Figure 12.3 How to

Organize a Problem-Solving

Persuasive Message

Instant Replay

Organizing a Direct

Request

1. Consider asking for the

information or service you

want.

2. Give readers all the

information or details they

will need to act on your

request.

3. Ask for the action you want.

I R

Organizing a

President Barack Obama,

dogged by rumors that he

is not a U.S. citizen despite

releasing in 2008 a certificate

of live birth from Hawaii, did

provide a copy of his long form

birth certificate a few years

later. Nonetheless, detractors

continued to cast doubts, with

billionaire Donald Trump going

so far as to initially comment,

“We have to see if it’s real, if it’s

proper.” While Trump added

that he thought the document

likely was real, others with a

vested interest in another point

of view insist it is a digitally

altered fake.

Source: Rachel Rose Hartman, “White House Releases Obama

Birth Certificate,” April 27, 2011,

http://news.yahoo.com/s/

yblog_theticket/20110427/

ts_yblog_theticket/white-house-

releases-obama-birth-certificate .

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Rev.confirming pages

194 Unit Three Letters, Memos, E-Mail, and Web Writing

Shared problem

Specific example of

problem

Solution presented

impersonally

Additional reader benefit

February 15, 2013

To: All Staff Members

From: Melissa J. Gutridge

Subject: Why We Are Implementing a New Sign-Out System

Successfully mainstreaming our clients into the community is very important, and daily interaction with the public is necessary. Our clients enjoy the times they get to go to the mall or out to lunch instead of remaining here all day. Recently, however, clients have been taken out on activities without a staff member’s knowing where the client is and whom the client is with.

We need to know where all clients are at all times because social workers, psycholo- gists, and relatives constantly stop by unannounced. Last week, Janet’s father stopped by to pick her up for a doctor’s appointment, and she was not here. No one knew where she was or whom she was with. Naturally her father was very upset and wanted to know what kind of program we were running. Staff members’ not knowing where our clients are and whom they are with is damaging to the good reputation of our staff and program.

Starting Monday, February 25, a sign-out board will be located by Betty’s desk. Please write down where you and the client are going and when you expect to be back. When signing out, help clients sign themselves out. We can turn this into a learning experience for our clients. Then when a social worker stops by to see someone who isn’t here, we can simply look at the sign-out board to tell where the client is and when he or she will return.

Please help keep up the superb reputation you have helped Weststar earn as a quality center for adults with handicaps. Sign out yourself and clients at all times.

Ask for action.

Directed subject line indicates action writer

will ask for to solve the problem.

Figure 12.4 A Problem-Solving Persuasive Message

objection. However, to avoid solidifying the opposition, don’t attribute the objection to

your audience. Instead, use a less personal attribution: “Some people wonder . . .”; “Some

citizens are afraid that . . .”

If real objections remain, try one or more of the following strategies to counter

objections:

1. Specify how much time and/or money is required—it may not be as much as the

reader fears.

Distributing flyers to each house or apartment in your neighborhood will probably take

two afternoons.

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Module 12 Persuasive Messages 195

2. Put the time and/or money in the context of the benefits they bring.

If you can’t overcome an objection,

admit it. A potential client asked

Evonne Weinhaus, “Do you really

do anything new in your training?”

She looked him in the eye and said,

“No, I don’t. I just add a twist.”

After a moment of silence, he said,

“That’s good. There is nothing new

out there, and if you had said ‘yes’

this lunch would have been over

immediately!” They talked about

her approach and her “twist” on

sales training. The potential client

became a real client, signing up for

26 workshops.

The additional $152,500 will (1) allow The Open Shelter to remain open 24 rather than

16 hours a day, (2) pay for three social workers to help men find work and homes, and

(3) keep the Neighborhood Bank open, so that men don’t have to cash Social Security

checks in bars and so that they can save up the $800 they need to have up front to rent

an apartment.

By replacing the boiler now, we’ll no longer have to release steam that the overflow

tank can’t hold. Depending on how severe the winter is, we could save $100 to $750 a

year in energy costs. If energy costs rise, we’ll save even more.

By being a Big Brother or a Big Sister, you’ll give a child the adult attention he or she

needs to become a well-adjusted, productive adult.

3. Show that money spent now will save money in the long run.

4. Show that doing as you ask will benefit some cause or group the reader supports, even

though the action may not help the reader directly.

Instant Replay

Organizing a Problem-

Solving Message

1. Describe a problem you

both share (which your

request will solve).

2. Give the details of the

problem.

3. Explain the solution to the

problem.

4. Show that any negative

elements (cost, time, etc.)

are outweighed by the

advantages.

5. Summarize any additional

benefits of the solution.

6. Ask for the action you want.

I R

Organizing a

These changes will mean more work for all of us. But we’ve got to cut our costs 25% to

keep the plant open and to keep our jobs.

5. Show the reader that the sacrifice is necessary to achieve a larger, more important goal

to which he or she is committed.

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196 Unit Three Letters, Memos, E-Mail, and Web Writing

6. Show that the advantages as a group outnumber or outweigh the disadvantages as

a group.

None of the locations is perfect. But the Backbay location gives us the most advantages

and the fewest disadvantages.

With the hiring freeze, every department will need more lead time to complete its own

work. By hiring another person, the Planning Department could provide that lead time.

7. Turn a disadvantage into an opportunity.

What other techniques can make my messages more persuasive? LO 12-5

▶ Build credibility and emotional appeal. Use the right tone, and offer a reason to act promptly.

Persuasive messages—whether short-term or long-term—will be more effective if you

build credibility and emotional appeal, use the right tone, and offer a reason to act promptly.

Build Credibility

Credibility is the audience’s response to you as the source of the message. People are more easily persuaded by someone they see as expert, powerful, attractive, or trustworthy.

A sexual abstinence program in Atlanta was effective in large part because the lessons

on how to say no without hurting the other person’s feelings were presented by teenag- ers slightly older than the students in the program. Adults would have been much less

credible. 7

When you don’t yet have the credibility that comes from being an expert or being pow-

erful, build credibility by the language and strategy you use:

• Be factual. Don’t exaggerate. • Be specific. If you say “X is better,” show in detail how it is better. Show the reader

exactly where the savings or other benefits come from so that it’s clear the proposal

really is as good as you say it is.

• Be reliable. If you suspect that a project will take longer to complete, cost more money, or be less effective than you originally thought, tell your audience immediately. Negotiate a new schedule that you can meet.

Build Emotional Appeal

Emotional appeal means making the reader want to do what you ask. People don’t make decisions—even business decisions—based on logic alone. J. C. Mathes and

Dwight W.  Stevenson cite the following example. During his summer job, an engi-

neering student who was asked to evaluate his company’s waste treatment system saw

a way that the system could be redesigned to save the company more than $200,000

a year. He wrote a report recommending the change and gave it to his boss. Nothing

In 2009, Coca-Cola and IBM

were the world’s top two

brands, translating into a value

of $68.73 billion and $60.21

billion, respectively. A strong

brand connotes intrinsic

benefit to customers, and that

can translate into increased

credibility, along with more

sales and customer loyalty.

How brands are ranked,

however, changes according to

who is ranking them and how.

On Facebook, the top brands

for 2012 were Facebook,

YouTube, and Coca-Cola,

determined in part by the

number of “likes” for each.

Coca-Cola, for instance, has

41 million. But global research

agency Millward Brown

Optimor ranks Apple Inc.

the number one brand, with a

worth of $183 billion.

Sources: Emily Fredrix, “Worlds 2 Most Valuable Brands: Coca-Cola,

IBM,” downloaded on September

17, 2009, at http://finance.yahoo.

com/news/Worlds-2-most-

valuable-brands-apf-3039041815.

html?x=0 ; Tomio Geron, “Which

Brands Get the Most Value on

Facebook?” Forbes, May 10,

2012, http://www.forbes.com/

sites/tomiogeron/2012/05/10/

beyond-likes-which-brands-get-

the-most-value-on-facebook/ ;

and “The World’s Top 20 Brands,”

The Chicago Tribune, May 22,

2012, http://www.chicagotribune.

com/business/ct-biz-world-

biggest-brands-apr28,0,3878533.

photogallery .

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Module 12 Persuasive Messages 197

happened. Why not? His supervisor wasn’t about to send up a report that would

require him to explain why he’d been wasting more than $200,000 a year of the com- pany’s money.

8

Stories and psychological description (◀◀ p. 116) are effective ways of building emo- tional appeal. Emotional appeal works best when people want to be persuaded. Even

when you need to provide statistics or numbers to convince the careful reader that your

anecdote is a representative example, telling a story first makes your message more

persuasive. Recent research suggests that stories are more persuasive because people

remember them. 9

Use the Right Tone

When you ask for action from people who report directly to you, you have several choices.

Even orders (“Get me the Ervin file”) and questions (“Do we have the third quarter num-

bers yet?”) will work. When you need action from co-workers, superiors, or people outside

the organization, you need to be more forceful but also more polite.

Avoiding messages that sound parental or preachy is often a matter of tone. Saying

“Please” is a nice touch, especially to people on your level or outside the organization.

Tone will also be better when you give reasons for your request.

Parental: Everyone is expected to comply with these regulations. I’m sure you can see that they are commonsense rules needed for our business.

Better: Even on casual days, visitors expect us to be professional. So leave the gym clothes at home!

When you write to people you know well, humor can work. Just make sure that the mes-

sage isn’t insulting to anyone who doesn’t find the humor funny.

Product placement—where a

company pays to have a name

brand product highlighted

to persuade audiences to

use it—is nothing new to film

and television, but songs,

novels, video games, and

music videos are among

media increasingly featuring

this type of promotion. It’s big

business. In 2008, American

Idol’s 580 product placements

were among those in network

programming that generated

billions in revenue. For 2012’s

Skyfall, the 23 rd film in the

official James Bond franchise,

product placement stirred

controversy, as fans were

outraged at the possibility of

the suave secret agent trading

in his signature vodka martinis

for a Heineken beer. But the

move fit in with the producers’

efforts to raise a record-setting

$45 million of the film’s budget

from advertisers. Of course,

the 50-year series of films

are no stranger to product

placement, with everything

from Rolex watches to Sony

Ericsson phones to Aston

Martin sports cars helping to

whet consumers’ appetites.

Source: Tom Lowry and Burt Helm, “Blasting Away at Product

Placement,” BusinessWeek,

October 15, 2009, http://www.

businessweek.com/magazine/

content/09_43/b4152060060411.

htm ; and Julian Sancton, “For Your

Ads Only: 50 Years of James Bond

Product Placement,” Bloomberg

Businessweek, April 5, 2012,

http://www.businessweek.com/

articles/2012-04-05/for-your-ads-

only-50-years-of-james-bond-

product-placement .

Be sure to analyze all of your audiences carefully for the appropriate persuasive appeal. Tougher

audiences require special consideration.

Reprinted with permission of CartoonStock.com, www.cartoonstock.com.

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198

Building Common Ground LO 12-6

Building a Critical Skill

A common ground avoids the me-against-you of some persua-

sive situations and suggests that both you and your audience

have a mutual interest in solving the problems you face. To find

a common ground, we analyze the audience; understand their

biases, objections, and needs; and identify with them so we can

make them identify with us. This analysis can be carried out in

a cold, manipulative way. It can also be based on a respect for

and sensitivity to the audience’s position.

Readers are highly sensitive to manipulation. No matter how

much you disagree, respect your audience’s intelligence. Try

to understand why they believe or do something and why they

may object to your position. If you can understand your read-

ers’ initial positions, you’ll be more effective—and you won’t

alienate your readers by talking down to them.

The best common grounds are specific. Often a negative—a

problem the reader will want to solve—makes a good common

ground.

Weak This program has had some difficulty finding common enough individuals to volunteer their services ground: for the children. As a result, we are sometimes

unable to provide the one-on-one mentoring that

is our goal.

Improved On five Sundays in the last three months, we’ve common had too few volunteers to provide one-on-one ground: mentoring. Last Sunday, we had just two college

students to take eight children to the Museum of

Science and Industry.

Generalizations are likely to bore the reader. Instead, use the

idea behind the generalization to focus on something the reader

cares about.

Weak We all want this plant to be common profitable. ground: Improved We forfeited a possible $186,000 common in profits last summer due to a 17% ground: drop in productivity.

In your common ground, emphasize the parts of your pro-

posal that fit with what your audience already does or believes.

An employee of 3M wanted to develop laser disks. He realized

that 3M’s previous products were thin and flat: Scotch tape,

Post-it Notes, ™

magnetic tape. When he made his presentation

to the group that chose new products for development, he held

his prototype disk horizontally, so his audience saw a flat, thin

object rather than a large, round, recordlike object. Making his

project fit with the audience’s previous experience was a subtle

and effective emotional tool to make it easier for the audience

to say yes. Use audience analysis to evaluate possible common grounds.

Suppose you want to install a system to play background music

in a factory. To persuade management to pay for the system,

a possible common ground would be increasing productivity.

However, to persuade the union to pay for the system, you’d

need a different common ground. Workers would see produc-

tivity as a way to get them to do more work for the same pay. A

better common ground would be that the music would make the

factory environment more pleasant.

When you want people to change their behavior, don’t criti-

cize them. Instead, show that you’re on their side and that you

and they have a mutual interest in solving a problem. Changing

attitudes can be extremely difficult, but people can be receptive

to changing behavior if they understand why.

Writing to superiors is trickier. You may want to tone down your request by using sub-

junctive verbs and explicit disclaimers that show you aren’t taking a yes for granted.

Arrogant: Based on this evidence, I expect you to give me a new computer. Better: If department funds permit, I would like a new computer.

Passive verbs and jargon sound stuffy. Use active imperatives—perhaps with “Please”—

to create a friendlier tone.

Stuffy: It is requested that you approve the above-mentioned action. Better: Please authorize us to create a new subscription letter.

Offer a Reason for the Reader to Act Promptly

The longer people delay, the less likely they are to carry through with the action they had

decided to take. In addition, you want a fast response so you can go ahead with your own plans.

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Module 12 Persuasive Messages 199

Request action by a specific date. Always give people at least a week or two: They have

other things to do besides respond to your requests. Set deadlines in the middle of the

month, if possible. If you say, “Please return this by March 1,” people will think, “I don’t

need to do this till March.” Ask for the response by February 28 instead. If you can use a

response even after the deadline, say so. Otherwise, people who can’t make the deadline

may not respond at all.

Show why you need a quick response:

• Show that the time limit is real. Perhaps you need information quickly to use it in a report that has a due date. Perhaps a decision must be made by a certain

date to catch the start of the school year, the holiday selling season, or an election

campaign. Perhaps you need to be ready for a visit from out-of-town or international

colleagues.

• Show that acting now will save time or money. If business is slow and your industry isn’t doing well, then your company needs to act now (to economize,

to better serve customers) in order to be competitive. If business is booming and

everyone is making a profit, then your company needs to act now to get its fair share

of the available profits.

• Show the cost of delaying action. Will labor or material costs be higher in the future? Will delay mean more money spent on repairing something that will still need to

be replaced?

What are the most common kinds of persuasive messages? LO 12-7

▶ Orders, collection letters, performance appraisals, and letters of recommendation.

Orders, collection letters, performance appraisals, and letters of recommendation are

among the most common varieties of persuasive messages.

Orders

Orders may be written on forms, phoned in, or made by clicking boxes on the web. When

you write an order,

• Be specific. Give model or page numbers, colors, finishes, and so forth.

• Tell the company what you want if that model number is no longer available.

• Double-check your arithmetic, and add sales tax and shipping charges.

Collection Letters

Most businesses find that phoning rather than writing results in faster payment. But as

more and more companies install voice-mail systems, you may sometimes need to write

letters when leaving messages doesn’t work.

Collection letters ask customers to pay (as they have already agreed to do) for the goods and services they have already received. Good credit departments send a series of

letters. Letters in the series should be only a week or two apart. Waiting a month between

letters implies you’re prepared to wait a long time—and the reader will be happy to

oblige you!

Early letters are gentle, assuming that the reader intends to pay but has met with temporary reverses or has forgotten. However, the request should assume that the check

Site to See

Go to

www.archives.gov/exhibits/ powers_of_persuasion/ powers_of_persuasion_ intro.html

Persuasion can be based on

positive or negative appeals.

Part I of this exhibition of World

War II poster art presents

positive appeals focusing on

confidence, patriotism, and

strength. Part II presents

negative appeals: suspicion,

fear, and hate.

Debt collectors are turning

to social networking pages

to track down debtors, and

U.S. courts can also authorize

attorneys to use MySpace

and Facebook to serve legal

documents.

Source: Claes Bell, “3 Financial Dangers of Social Media,” January

28, 2010, http://finance.yahoo.

com/career-work/article/108692/

financial-dangers-of-social-media ;

and Declan McCullagh, “Facebook

‘Pokes’ Can be Used for Court

Notification,” CNET News, 2008,

http://by107w.bay107.mail.live.

com/mail/TodayLight.aspx?n

=1994328476&wa=wsignin1.

0&n=162689142 .

Go to

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200 Unit Three Letters, Memos, E-Mail, and Web Writing

has been mailed but did not arrive. A student who had not yet been reimbursed by a

company for a visit to the company’s office put the second request in the P.S. of a letter

refusing a job offer:

Jonathan A. Segal points out

errors managers make when

doing performance appraisals.

Among them are stereotyping,

one-sided dialogue, and using

labels rather than behaviors.

One, the “like me bias,” is so

problematic the U.S. Equal

Employment Opportunity

Commission created a task

force to investigate its effect

on the workplace. The bias

occurs when managers

unconsciously hire and then

sometimes evaluate employees

more favorably simply because

they remind the managers of

themselves.

Source: Jonathan A. Segal, “The Dirty Dozen Performance

Appraisal Errors,” Bloomberg

Businessweek, January 14, 2011,

http://www.businessweek.com/

managing/content/jan2011/

ca20110114_156455.htm .

P.S. The check to cover my expenses when I visited your office in March hasn’t come

yet. Could you check to see whether you can find a record of it? The amount was $490

(airfare $290; hotel room $185; taxi $15).

If one or two early letters don’t result in payment, call the customer to ask if your

company has created a problem. It’s possible you shipped something the customer

didn’t want or sent the wrong quantity. It’s possible that the invoice arrived before the

product and was filed and forgotten. It’s possible that the invoice document is poorly

designed, so customers set it aside until they can figure it out. If any of these situations

apply, you’ll build goodwill by solving the problem rather than arrogantly asking for

payment. 10

Middle letters are more assertive in asking for payment. Figure 9.2 (◀◀ p. 128) gives an example of a middle letter. Other middle letters offer to negotiate a schedule

for repayment if the reader is not able to pay the whole bill immediately, may remind

the reader of the importance of a good credit rating (which will be endangered if the bill

remains unpaid), educate the reader about credit, and explain why the creditor must have

prompt payment.

Unless you have firm evidence to the contrary, assume that readers have some legiti-

mate reason for not yet paying. Even people who are “juggling” payments because they do

not have enough money to pay all their bills or people who will put payment off as long as

possible will respond more quickly if you do not accuse them. If a reader is offended by

your assumption that he or she is dishonest, that anger can become an excuse to continue

delaying payment.

Late letters threaten legal action if the bill is not paid. Under federal law, the writer cannot threaten legal action unless he or she actually intends to sue. Other regulations also

spell out what a writer may and may not do in a late letter.

Many small businesses find that establishing personal relationships with customers is

the best way to speed payment.

Performance Appraisals

At regular intervals, supervisors evaluate, or appraise, the performance of their subordi-

nates. In most organizations, employees have access to their files; sometimes they must

sign the appraisal to show they’ve read it. The superior normally meets with the subordi-

nate to discuss the appraisal.

Figure  12.5 shows a performance appraisal for a member of a student collaborative

group.

As a subordinate, you should prepare for the appraisal interview by listing your achieve-

ments and goals. Where do you want to be in a year or five years? What training and expe-

rience do you need to reach your goals? Also think about any weaknesses. If you need

training, advice, or support from the organization to improve, the appraisal interview is a

good time to ask for this help.

Appraisals need to both protect the organization and motivate the employee. These two

purposes conflict. Most of us will see a candid appraisal as negative; we need praise and

reassurance to believe we’re valued and can do better. But the praise that motivates some-

one to improve can come back to haunt the company if the person does not eventually do

acceptable work. An organization is in trouble if it tries to fire someone whose evaluations

never mention mistakes.

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Module 12 Persuasive Messages 201

February 13, 2013

To: Barbara Buchanan

From: Brittany Papper

Subject: Your Performance Thus Far in Our Collaborative Group

You have been a big asset to our group. Overall, our business communication group has been one of the best groups I have ever worked with, and I think that only minor improvements are needed to make our group even better.

What You’re Doing Well

You demonstrated flexibility and compatibility at our last meeting before we turned in our proposal on February 12 by offering to type the proposal since I had to study for an exam in one of my other classes. I really appreciated this because I really did not have the time to do it. I will definitely remember this if you are ever too busy with your other classes and cannot type the final report.

Another positive critical incident occurred February 5. We had discussed researching the topic of sexual discrimination in hiring and promotion at Midstate Insurance. As we read more about what we had to do, we became uneasy about reporting the information from our source who works at Midstate. I called you later that evening to talk about changing our topic to a less personal one. You were very understanding and said that you agreed that the original topic was a touchy one. You offered suggestions for other topics and had a positive attitude about the adjustment. Your suggestions ended my worries and made me realize that you are a positive and supportive person.

Your ideas are a strength that you definitely contribute to our group. You’re good at brainstorming ideas, yet you’re willing to go with whatever the group decides. That’s a nice combination of creativity and flexibility.

Areas for Improvement

Two minor improvements could make you an even better member.

The first improvement is to be more punctual to meetings. On February 5 and February 8 you were about 10 minutes late. This makes the meetings last longer. Your ideas are valuable to the group, and the sooner you arrive the sooner we can share in your suggestions.

The second suggestion is one we all need to work on. We need to keep our meetings positive and productive. I think that our negative attitudes were worst at our first group meeting February 5. We spent about half an hour complaining about all the work we had to do and about our busy schedules in other classes. In the future if this happens, maybe you could offer some positive things about the assignment to get the group motivated again.

Overall Compatibility

I feel that this group has gotten along very well together. You have been very flexible in finding times to meet and have always been willing to do your share of the work. I have never had this kind of luck with a group in the past and you have been a welcome breath of fresh air. I don't hate doing group projects any more!

Overall evaluation

Other strengths

Specific observa-

tions provide dates,

details of perfor- mance

Specific behavior to be changed

Specific recommendations for improvement

Subject line indicates that memo is a performance

appraisal

Positive, forward- looking ending

Figure 12.5 A Performance Appraisal

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202 Unit Three Letters, Memos, E-Mail, and Web Writing

Avoid labels, such as wrong and bad, and inferences. Instead, cite specific observations that describe behavior.

Inference: Sam is an alcoholic. Vague Sam calls in sick a lot. Subordinates complain about his observation: behavior. Specific Sam called in sick a total of 12 days in the last two months. observation: After a business lunch with a customer last week, Sam was walking unsteadily. Two

of his subordinates have said that they would prefer not to make sales trips with him

because they find his behavior embarrassing.

Sam might be an alcoholic. He might also be having a reaction to a physician- prescribed

drug; he might have a mental illness; he might be showing symptoms of a physical ill-

ness other than alcoholism. A supervisor who jumps to conclusions creates ill will, closes

the door to solving the problem, and may provide grounds for legal action against the

organization.

Be specific in an appraisal.

Too vague: Sue does not manage her time as well as she could. Specific: Sue’s first three weekly sales reports have been three, two, and four days late,

respectively; the last weekly sales report for the month is not yet in.

Without specifics, Sue won’t know that her boss objects to late reports. She may think

she is being criticized for spending too much time on sales calls or for not working

80  hours a week. Without specifics, she might change the wrong things in a futile

effort to please her boss.

Good supervisors try not only to identify the specific problems in subordinates’ behav-

ior but also in conversation to discover the causes of the problem. Does the employee need

more training? Perhaps a training course or a mentor will help. Does he or she need to

work harder? Then the supervisor needs to motivate the worker and help him or her man-

age distractions. Is a difficult situation causing the problem? Perhaps the situation can be

changed. If it can’t be changed, the supervisor and the company should realize that the

worker is not at fault.

Appraisals are more useful to subordinates if they make clear which areas are most

important and contain specific recommendations for improvement. No one can improve

17 weaknesses at once. Which two should the employee work on this month? Is getting

in reports on time more important than increasing sales? The supervisor should explicitly

answer these questions during the appraisal interview.

Phrase goals in specific, concrete terms. The subordinate may think that “considerable

progress toward completing” a report may mean that the project should be 15% finished.

The boss may think that “considerable progress” means 50% or 85% of the total work.

Letters of Recommendation

In an effort to protect themselves against lawsuits, some companies state only how long

they employed someone and the position that person held. Such bare-bones letters have

themselves been the target of lawsuits when employers did not reveal relevant negatives.

Whatever the legal climate, there may be times when you want to recommend someone for

an award or for a job.

Letters of recommendation must be specific. General positives that are not backed up

with specific examples and evidence are seen as weak recommendations. Letters of recom-

mendation that focus on minor points also suggest that the person is weak.

Figure 9.3 (◀◀ p. 129) is a letter of recommendation. Either in the first or the last paragraph, summarize your overall evaluation of the person. Early in the letter, per-

haps in the first paragraph, show how well and how long you’ve known the person.

Arguably, a good sales letter

can be a work of art, and

there are many approaches to

writing one. Microsoft’s Joanna

L. Krotz offers 11 tips for

writing effective sales letters,

including building trust in the

letter’s opening, establishing

credibility quickly, adding an

incentive, and throwing in a

call to action. Colorado State

University offers advice at its

open-access website, as well

as examples of sales letters.

Templates for sales letters

are included with many word

processing programs, but

the best letters are created

for specific audiences and

situations. While there are

many approaches to writing

a sales letter, there is no

single formula, but using the

techniques for direct and

indirect persuasion described

in this module will help you.

Sources: Joanna L. Krotz, “How to Write an Effective Sales

Letter: 11 Tips,” downloaded on

July 14, 2012, at http://www.

microsoft.com/business/en-us/

resources/marketing/customer-

service-acquisition/how-to-write-

an-effective-sales-letter-11-tips.

aspx?fbid=GI6G_TpfYbp ; and

“Writing Guide: Sales Letters,”

downloaded on May 3, 2012, at

http://writing.colostate.edu/guides/

documents/business_writing/

business_letter/Sales_letter/ .

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Module 12 Persuasive Messages 203

In the middle of the letter, offer specific details about the person’s performance. At

the end of the letter, indicate whether you would be willing to rehire the person and

repeat your overall evaluation.

Experts are divided on whether you should include negatives. Some people feel that any

negative weakens the letter. Other people feel that presenting but not emphasizing honest

negatives makes the letter more convincing.

In many discourse communities, the words “Call me if you need more information” in a

letter of recommendation mean “I have negative information that I am unwilling to put on

paper. Call me, and I’ll tell you what I really think.”

How can I apply what I’ve learned in this module? LO 12-8

▶ Plan your activities, and answer the PAIBOC questions.

Before you tackle the assignments for this module, examine the following problem.

Figure 12.6 lists the necessary activities. As in Modules 10 and 11, the PAIBOC questions

probe the basic points required for a solution. Study the two sample solutions to see what

makes one unacceptable and the other one good. 11

The checklists at the end of the module

in Figures 12.9 and 12.10 can help you evaluate a draft.

Problem

In one room in the production department of Golden Electronics Company, employees

work on computer monitors in conditions that are scarcely bearable due to the heat. Even

when the temperature outside is only 75 8 , it is over 100 8 in the monitor room. In June, July,

and August, 24 out of 36 workers quit because they couldn’t stand the heat. This turnover

happens every summer.

Blogger Brian Clark considers

a sales letter used by The Wall

Street Journal as the greatest

such letter of all time. The

letter’s opening line is “On a

beautiful late spring afternoon

twenty-five years ago, two

young men graduated from the

same college.” It goes on to

detail how one would become

a manager for a company while

the other would become its

president, connecting success

to knowledge and knowledge

to reading The Wall Street

Journal. Clark states that the

letter to date has generated an

estimated $2 billion in revenue.

Source: Brian Clark, “The Greatest Sales Letter of All Time,”

downloaded on May 3, 2008, at

http://www.copyblogger.com/

the-greatest-sales-letter-of-alltime/ .

Figure 12.6 Allocating Time in Writing a Problem-Solving Persuasive Memo

Memo persuading the boss to approve a major expenditure. Total time: 6 hours

Planning

Figure costs.

Develop a common ground.

Answer the PAIBOC questions (◀◀ Module 1). Think about document design (◀◀ Module 5). Organize the message.

1½ hours

Writing

Draft the memo.

1 hour

Revising

Reread draft.

Measure draft against PAIBOC questions and the checklist for

problem-solving persuasive messages (Figure 12.10).

Revise draft.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Initial memo.

Give document to boss.

3½ hours

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204 Unit Three Letters, Memos, E-Mail, and Web Writing

In a far corner of the room sits a quality control inspector in front of a small fan (the only

one in the room). The production workers, in contrast, are carrying 20-pound monitors.

As production supervisor, you tried to get air-conditioning two years ago, before Golden

acquired the company, but management was horrified at the idea of spending $500,000

to insulate and air-condition the warehouse (it is impractical to air-condition the monitor

room alone).

You’re losing money every summer. Write a memo to Jennifer M. Kirkland, operations

vice president, renewing your request.

Analysis of the Problem

P What are your purposes in writing or speaking?

To persuade Kirkland to authorize insulation and air-conditioning. To build a good

image of myself.

A Who is (are) your audience(s)? How do the members of your audience differ from each other? What characteristics are relevant to this particular message?

The operations vice president will be concerned about keeping costs low and

keeping production running smoothly. Kirkland may know that the request was

denied two years ago, but another person was vice president then; Kirkland wasn’t

the one who said no.

I What information must your message include?

The cost of the proposal. The effects of the present situation.

B What reasons or reader benefits can you use to support your position?

Cutting turnover may save money and keep the assembly line running smoothly.

Experienced employees may produce higher-quality parts. Putting in air-

conditioning would relieve one of the workers’ main complaints; it might make

the union happier.

O What objections can you expect your reader(s) to have? What negative elements of your message must you deemphasize or overcome?

The cost. The time operations will be shut down while installation is taking place.

C How will the context affect the reader’s response? Think about your relationship to the reader, morale in the organization, the economy, the time of year, and any special

circumstances.

Prices on computer components are falling. The economy is sluggish; the company

will be reluctant to make a major expenditure. Filling vacancies in the monitor

room is hard—we are getting a reputation as a bad place to work. Summer is over,

and the problem is over until next year.

Discussion of the Sample Solutions

Solution 1, shown in Figure 12.7 , is unacceptable. By making the request in the subject

line and the first paragraph, the writer invites a no before giving all the arguments. The writer does nothing to counter the objections that any manager will have to spending a

great deal of money. By presenting the issue in terms of fairness, the writer produces

defensiveness rather than creating a common ground. The writer doesn’t use details or

emotional appeal to show that the problem is indeed serious. The writer asks for fast

action but doesn’t show why the reader should act now to solve a problem that won’t

occur again for eight months.

Public challenges, promises,

and guarantees to overcome

objections can backfire.

Todd Davis, CEO of Lifelock,

a personal fraud protection

company, posted his Social

Security number on the side of

a van to promote confidence

in his company’s identity theft

security. Twenty-five thieves

then stole the number, with

one using it for a $500 loan.

Problems can occur from

bashing competitors rather

than improving your own

company. Blockbuster’s

CEO Jim Keyes publicly

criticized rival Netflix while

comparing himself favorably

to Apple’s Steve Jobs. Soon

after, Blockbuster filed for

bankruptcy.

Source: “10 Promotional Stunts that Horribly Backfired,”

downloaded on August

3, 2009, at http://finance.

yahoo.com/career-work/

article/107451/10-promotional-

stunts-that-horribly-backfired.

html?mod=career-leadership;

and Austin Carr, “The Startup

Scarlet Letter,” Fast Company,

May 11, 2012, http://www.

fastcompany.com/1837096/

thestartup-scarlet-letter.

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Module 12 Persuasive Messages 205

Figure 12.7 An Unacceptable Solution to the Sample Problem

Date: October 12, 2013

To: Jennifer M. Kirkland, Operations Vice President

From: Arnold M. Morgan, Production Supervisor

Subject: Request for Air-Conditioning the Monitor Room

Please put air-conditioning in the monitor room. This past summer, 2/3 of our employees quit because it was so hot. It’s not fair that they should work in unbearable temperatures when management sits in air-conditioned comfort.

I propose that we solve this problem by air-conditioning the monitor room to bring down the temperature to 78

o .

Insulating and air-conditioning the monitor room would cost $500,000.

Please approve this request promptly.

Request in subject line

stiffens resistance when

reader is reluctant.

Inappropriate emphasis on writer

Attacks reader

Cost sounds enormous without

a context. Memo sounds arrogant.

Logic isn’t developed.

This attacks reader inste ad of enlisting

reader’s support.

Solution 2, shown in Figure  12.8 , is an effective persuasive message. The writer

chooses a positive subject line. The opening sentence is negative, catching the read-

er’s attention by focusing on a problem the reader and writer share. However, the

paragraph makes it clear that the memo offers a solution to the problem. The problem

is spelled out in detail. Emotional impact is created by taking the reader through the

day as the temperature rises. The solution is presented impersonally. There are no I ’s in the memo.

The memo stresses reader benefits: the savings that will result once the investment is

recovered. The last paragraph tells the reader exactly what to do and links prompt action to

a reader benefit. The memo ends with a positive picture of the problem solved.

Figures  12.9 and 12.10 provide checklists for direct requests and problem-solving

persuasive messages.

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206 Unit Three Letters, Memos, E-Mail, and Web Writing

Date: October 12, 2013

To: Jennifer M. Kirkland, Operations Vice President

From: Arnold M. Morgan, Production Supervisor

Subject: Improving Summer Productivity

Golden forfeited a possible $186,000 in profits last summer due to a 17% drop in productivity. That’s not unusual: Golden has a history of low summer productivity. But we can reverse the trend and bring summer productivity in line with the rest of the year’s.

The problem starts in the monitor room. Due to high turnover and reduced efficiency from workers who are on the job, we just don’t make as many monitors as we do during the rest of the year.

Both the high turnover and reduced efficiency are due to the unbearable heat in the monitor room. Temperatures in the monitor room average 25o over the outside temperature. During the summer, when work starts at 8, it’s already 85o in the tube room. By 11:30, it’s at least 105o. On six days last summer, it hit 120o. When the temperatures are that high, we may be violating OSHA regulations.

Production workers are always standing, moving, or carrying 20-lb. monitors. When temperatures hit 90o, they slow down. When no relief is in sight, many of them quit.

We replaced 24 of the 36 employees in the monitor room this summer. When someone quits, it takes an average of five days to find and train a replacement; during that time, the trainee produces nothing. For another five days, the new person can work at only half speed. And even “full speed” in the summer is only 90% of what we expect the rest of the year.

Here’s where our losses come from:

Normal production = 50 units a person each day (upd)

Loss due to turnover: loss of 24 workers for 5 days = 24 at 1/2 pace for 5 days = Total loss due to turnover =

Loss due to reduced efficiency: loss of 5 upd × 12 workers × 10 days = loss of 5 upd × 36 × 50 days = Total loss due to reduced efficiency =

Total Loss =

According to the accounting department, Golden makes a net profit of $10 on every monitor we sell. And, as you know, with the boom in computer sales, we sell every monitor we make. Those 18,600 units we don‘t produce are costing us $186,000 a year.

Good to show problem can be

resolved

Additional reason to

solve problem

6,000 units 3,000 units 9,000 units

600 units 9,000 units 9,600 units

18,600 units

More details about problem

Shows detail– Set up like an

arithmetic problem

Reader benefit in subject line

Shared problem

Cause of problem

Shows where numbers in

paragraph 1 come from

Figure 12.8 A Good Solution to the Sample Problem

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Module 12 Persuasive Messages 207

Figure 12.8 A Good Solution to the Sample Problem

h If the message is a memo, does the subject line indicate the request? Is the subject line specific enough to differentiate this message from others on the same subject?

h Does the first paragraph summarize the request or the specific topic of the message?

h Does the message give all of the relevant information? Is there enough detail? h Does the message answer questions or overcome objections that readers may have

without introducing unnecessary negatives?

h Does the last paragraph ask for action? Does it give a deadline if one exists and a reason for acting promptly?

And, for all messages, not just direct requests,

h Does the message use you-attitude and positive emphasis? h Is the style easy to read and friendly? h Is the visual design of the message inviting? h Is the format correct? h Does the message use standard grammar? Is it free from typos?

Originality in a direct request may come from

h Good lists and visual impact. h Thinking about readers and giving details that answer their questions, overcome

any objections, and make it easier for them to do as you ask.

h Adding details that show you’re thinking about a specific organization and the specific people in that organization.

Checklist for

Direct Requests

h

CC

Reason to act promptly

Jennifer M. Kirkland 2 October 12, 2013

Bringing down the temperature to 78o (the minimum allowed under federal guidelines) from the present summer average of 112o will require an investment of $500,000 to insulate and air-condition the warehouse. Extra energy costs for the air-conditioning will run about $30,000 a year. We’ll get our investment back in less than three years. Once the investment is recouped, we’ll be making an additional $150,000 a year—all without buying additional equipment or hiring additional workers.

By installing the insulation and air-conditioning this fall, we can take advantage of lower off-season rates. Please authorize the Purchasing Department to request bids for the system. Then, next summer, our productivity can be at an all-time high.

Additional benefit

Ends on positive note of problem solved, reader

enjoying benefit

Tells re ader

what t o do

Figure 12.9

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208 Unit Three Letters, Memos, E-Mail, and Web Writing

h If the message is a memo, does the subject line indicate the writer’s purpose or offer a reader benefit? Does the subject line avoid making the request?

h Is the problem presented as a joint problem that both the writer and reader have an interest in solving, rather than as something the reader is being asked to do for

the writer?

h Does the message give all of the relevant information? Is there enough detail? h Does the message overcome objections that readers may have? h Does the message avoid phrases that sound dictatorial, condescending, or

arrogant?

h Does the last paragraph ask for action? Does it give a deadline if one exists and a reason for acting promptly?

And, for all messages, not just persuasive ones,

h Does the message use you-attitude and positive emphasis? h Is the style easy to read and friendly? h Is the visual design of the message inviting? h Is the format correct? h Does the message use standard grammar? Is it free from typos?

Originality in a problem-solving persuasive message may come from

h A good subject line and common ground. h A clear and convincing description of the problem. h Thinking about readers and giving details that answer their questions, overcome

objections, and make it easier for them to do as you ask.

h Adding details that show you’re thinking about a specific organization and the specific people in that organization.

Checklist for

Problem-Solving Persuasive Messages

h

C C ff

Figure 12.10

Summary of Learning Objectives

• Use the direct request pattern when (LO 12-1) • The audience will do as you ask without any resistance.

• You need a response only from the people who are willing

to act.

• The audience is busy and may not read all the messages

received.

• Your organization’s culture prefers direct requests.

• Use the problem-solving pattern when (LO 12-1) • The audience is likely to object to doing as you ask.

• You need action from everyone.

• You trust the audience to read the entire message.

• You expect logic to be more important than emotion in the

decision.

• In a direct request, put the request, the topic of the request, or a

question in the subject line. Do not put the request in the subject

line of a problem-solving persuasive message. Instead, use a

directed subject line that reveals your position on the issue or a reader benefit. Use a positive or neutral subject line even when

the first paragraph will be negative. (LO 12-2)

• In a direct request, consider asking in the first paragraph for the

information or service you want. Give readers all the informa-

tion or details they will need to act on your request. In the last

paragraph, ask for the action you want. (LO 12-3) • Organize a problem-solving persuasive message in this way:

(LO 12-3)

1. Describe a problem you both share (which your request

will solve).

2. Give the details of the problem.

3. Explain the solution to the problem.

4. Show that any negative elements (cost, time, etc.) are out-

weighed by the advantages.

5. Summarize any additional benefits of the solution.

6. Ask for the action you want.

• Readers have a vested interest in something if they benefit

directly from keeping things as they are. (LO 12-4)

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Module 12 Persuasive Messages 209

• Use one or more of the following strategies to counter objec-

tions: (LO 12-4) • Specify how much time and/or money is required.

• Put the time and/or money in the context of the benefits

they bring.

• Show that money spent now will save money in the long run.

• Show that doing as you ask will benefit some group the

reader identifies with or some cause the reader supports.

• Show the reader that the sacrifice is necessary to achieve a

larger, more important goal to which he or she is committed.

• Show that the advantages as a group outnumber or outweigh

the disadvantages as a group.

• Turn the disadvantage into an opportunity.

• To make a message more persuasive, build credibility and emotional appeal, use the right tone and offer the reader a rea- son to act promptly. (LO 12-5)

• To encourage readers to act promptly, set a deadline. Show that

the time limit is real, that acting now will save time or money,

or that delaying action will cost more. (LO 12-5) • The best common grounds are specific. Often, a negative—a

problem the reader will want to solve—makes good common

ground. (LO 12-6) • In your common ground, emphasize the parts of your pro-

posal that fit with what your audience already does or believes.

(LO 12-6) • Use audience analysis to evaluate possible common grounds.

(LO 12-6) • Rejections and refusals, disciplinary notices and negative per-

formance appraisals, and layoffs and firings are the most com-

mon kinds of negative messages. (LO 12-7) • Use the PAIBOC questions from Module 1 to analyze persua-

sive situations. (LO 12-8)

Assignments for Module 12

12.1 How do you decide whether to use a direct request or a problem-solving persuasive message? (LO 12-1)

12.2 How do you organize a problem-solving persuasive message? (LO 12-3)

12.3 How can you build credibility? (LO 12-4)

12.4 How do specific varieties of persuasive messages adapt the basic patterns? (LO 12-7)

Questions for Comprehension

12.5 What do you see as the advantages of positive and nega- tive appeals? Illustrate your answer with specific messages,

advertisements, or posters. (LO 12-1)

12.6 Is it dishonest to “sneak up on the reader” by delaying the request in a problem-solving persuasive message? (LO 12-3)

12.7 Think of a persuasive message (or a commercial) that did not convince you to act. Could a different message have

convinced you? Why or why not? (LO 12-4, LO 12-5)

Questions for Critical Thinking

12.8 Asking for Information for an Awards Ceremony (LO 12-1 to LO 12-8)

In your files, you find this letter used by the previous

program chair:

Exercises and Problems

Thank you for sending me the names of people to recognize. This will be very helpful. However, you did

not give me enough information. I need more than just their names. Please give me more information. I

want to know how long each person has worked for your organization. Do they have hobbies? (Provide

information.) Supply the names of their spouses and children, if any. It would be helpful also to have

the children’s ages. Additionally, we plan to send special letters to the city council members whose

constituents are being recognized. To this end, we need the name or number of the voting ward of each

person. It would also be helpful to have the home address of each person because we want to invite both

the person to be recognized and his or her spouse or guest to attend the ceremony. What exactly did the

person do to deserve recognition? I anxiously await your response at your earliest convenience.

Your community organization recognizes people who have

contributed to the community. Julio Moreno, the chief of

police, sent you names and photos of four officers. But you

need more information to introduce them and to write the

press release you’ll send the paper.

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210 Unit Three Letters, Memos, E-Mail, and Web Writing

In today’s mail, your insurance agency received the

following letter:

12.9 Asking for the Right Information (LO 12-1 to LO 12-8)

You know this letter is horrible. It’s awkward and lacks

you-attitude and positive emphasis. The questions aren’t

arranged or formatted effectively. It doesn’t ask for action

by a specific date.

As Your Instructor Directs,

a. Identify the problems in this letter.

b. Rewrite the letter, adding information to make it clear

and complete.

A memo from headquarters announces that the maxi-

mum merit increase (i.e., a raise when no promotion is

involved) is 6%.

You’ve got a subordinate who, you feel, deserves a

bigger raise. A year ago, Sheila Whitfield was promoted

into the pre-label division of your packing department.

She quickly became proficient in her duties—so much

so that now others ask her for advice. You especially

like her positive approach to solving problems. She sees

obstacles as challenges and more often than not figures

out ways to do what needs to be done within the con-

straints. On her own initiative, she started a program

to make others in the company aware of the expense of

labels and shipping to better control costs. The program

has been very successful, and the company has saved

money while still using clear, informative labels with

adequate packaging. She has excellent working relation-

ships with label suppliers and her counterparts in other

companies.

In her most recent performance appraisal, Sheila had 14

out of 21 boxes checked “Exceptional” (the other 7 were

“Commendable,” the next highest category). Her overall

ranking was “Exceptional.” Indeed, the only two sugges-

tions for improvement were minor ones: “(1) Continue to be

aggressive, but temper the aggressiveness with diplomacy;

(2) continue to expand responsibility in current position.”

Write a memo to the Salary Compensation Committee

recommending that an exception to the rules be made so

that Sheila can be given an 8% raise.

12.10 Getting a Raise for a Deserving Employee (LO 12-1 to LO 12-8)

As Your Instructor Directs,

a. Create a document or presentation to achieve the goal.

b. Write a memo to your instructor describing the situa-

tion at your workplace and explaining your rhetorical

choices (medium, strategy, tone, wording, graphics or

document design, and so forth).

Do you deserve a raise? Should your job be reclassified

to reflect your increased responsibilities (with more pay,

of course)? If so, write a memo to the person with the

authority to determine pay and job titles, arguing for what

you want.

12.11 Asking for a Raise or Reclassification (LO 12-1 to LO 12-8)

You have a small desktop publishing firm. Unfortunately,

not all your clients pay promptly.

As Your Instructor Directs,

Write letters for one or more of the following situations.

a. A $450 bill for designing and printing a brochure for Jug-

gles, Inc., a company that provides clowns and jugglers

for parties, is now five weeks overdue. You’ve phoned

twice, and each time the person who answered the phone

promised to send you a check, but nothing has happened.

b. A $2,000 bill for creating a series of handouts for a vet-

erinarian to distribute to clients is now 72 days overdue.

This one is embarrassing: You lost track of the invoice,

so you never followed up on the original (and only) bill.

c. A $3,750 bill for designing and printing a series of

10 brochures for Creative Interiors, a local interior

decorating shop, is three weeks past due. When you

billed Creative Interiors, you got a note saying that

the design was not acceptable and that you would not

be paid until you redesigned it (at no extra charge)

to the owner’s satisfaction. The owner had approved

the preliminary design on which the brochures were

based; she did not explain in the note what was wrong

with the final product. She’s never free when you are;

indeed, when you call to try to schedule an appoint-

ment, you’re told the owner will call you back—but

she never does. At this point, the delay is not your

fault; you want to be paid.

12.12 Writing Collection Letters (LO 12-1 to LO 12-8)

The writer, Trevor Bishop, included a photo of himself.

Trevor misunderstood what the clerk said: what you

need for insurance purposes is a photo of the boat, not its

owner. Write to Mr. Bishop to ask for the photo you need—

without making him feel stupid for having misunderstood

what your clerk meant.

When I called last week to find out about insuring my boat, the clerk told me to include a recent photo.

Here it is. Please send me a notice telling me that my boat is now insured—I want to take it out sailing!

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Module 12 Persuasive Messages 211

d. A $100 bill for designing (but not actually creating) a

brochure for a cleaning company that, according to its

owner, planned to expand into your city may be difficult

to collect. You got the order and instructions by mail and

talked to the person on the phone but never met him.

You tried to call once since then (as much to try to talk

him into having the brochures printed as to collect the

$100); the number was “no longer in service.” You sus-

pect the owner may no longer be in business, but you’d

like to get your money if possible.

You are manager of the local power company. A recent

survey had questions about recipients’ attitudes toward the

company. On the 7-point “friendly .  .  . unfriendly” scale,

you came out at 2.1—with “1” being the lowest score

possible.

The only contact most people have with the power com-

pany comes through monthly bills, ads, and phone calls.

Many of these calls are about routine matters: whether

people can delay payment, how to handle payment when

they’re away for extended periods of time, how to tell if

there’s a gas leak, how the budget payment system works.

Workers answer these questions over and over and over.

But the caller asks because he or she needs to know.

To the worker, the caller is just one more faceless voice; to

the caller, the worker is the company.

Write a memo to your staff urging them to be patient

and friendly when they answer questions.

Hints:

• In your town, does the power company have a monopoly,

or do gas and electricity compete for customers? How

might competition affect your message?

• What specifically do you want your staff to do? How

could they achieve your general goals?

• How can the job be made more interesting for workers?

12.13 Urging Employees to Handle Routine Calls Courteously (LO 12-1 to LO 12-8)

At City College, you have more would-be interns than

internship positions. As Director of the Internship Pro-

gram, you’d like to line up more companies to accept your

students.

If your school already has an internship program, use

the facts about it. If it doesn’t, assume that internships

• Are open to students who have completed at least two

courses in the area of the internship with grades of “B” or

better.

• Can be paid or unpaid.

• Must involve substantive work supervised by someone in

the organization.

• Must involve at least 100 hours of onsite work experi-

ence during the term.

As Your Instructor Directs,

a. Write a form letter that could be mailed to businesses,

urging them to set up one or more internships.

b. Pick an organization you know well. Write to a specific

person urging him or her to set up internships in that

organization.

c. Write a news release about your school’s need for more

intern positions.

12.14 Persuading an Organization to Accept Student Interns (LO 12-1 to LO 12-8)

Your college, community college, or university is con-

cerned that some students have high levels of credit card

debt and may be using credit cards irresponsibly. Many

students—especially those without full-time jobs—pay

only part of the bill each month, thus compounding the

original amount charged with interest rates that can be 18%

annually, or even higher. Nationwide, 20% of students have

credit card debt of more than $10,000—and that doesn’t

count amounts owed for student loans. Excessive credit

card debt makes it harder for a student to become finan-

cially independent; in extreme cases, students may have to

drop out just to pay off the credit card debt.

As Your Instructor Directs,

a. Create a message to urge students on your campus to

use credit cards responsibly. Create a document that has

the greatest chance of being read and heeded (not just

dropped on the ground or in a trash can).

b. Write a memo to your instructor explaining how and

when the document would be distributed and why

you’ve chosen the design you have. Show how your

decisions fit the students on your campus.

Hints:

• Suggest guidelines for responsible use of credit (limit-

ing the number of credit cards, charging only what one

can repay each month except in the case of an emer-

gency, shopping around for a card with the lowest inter-

est rate, and so forth). Suggest a way to test one’s own

credit savvy.

• Remind students that for continuing expenses, a loan will

have a lower interest rate (and may not have to be repaid

until after graduation).

• Some students may like the freebies they get with

some credit cards (e.g., frequent flyer miles). How

can you persuade these students that the freebies

aren’t worth charging more than they can pay off each

month?

• Part of your audience already uses credit responsibly. Be

sure the message doesn’t offend these people.

• Some students in your audience may already know that

they owe too much. What can students do if they already

have too much debt?

12.15 Helping Students Use Credit Cards Responsibly (LO 12-1 to LO 12-8)

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212 Unit Three Letters, Memos, E-Mail, and Web Writing

The Industrial Revolution brought people together to work in

factories, and now the Internet Age is making it possible for

people to move their work back to their homes. Many kinds

of collaboration and communication can take place electroni-

cally, so showing up at the office is not essential for getting the

job done. Some employees enjoy the social interaction of the

workplace. For others, the joy of seeing co-workers just does

not make up for the time and discomfort of the daily commute.

Write a memo to your supervisor, requesting that you

be allowed a flexible work arrangement in which you do

some or all of your work at home. Consider your work

requirements, and identify which of them do not require

your physical presence. Explain how you will be able to

demonstrate that you work at least as effectively at home.

Your supervisor will have to be able to justify this arrange-

ment to his or her own boss.

Hints:

• Pick a business, government office, nonprofit agency, or

educational institution that you know something about.

• For advice on making the case for working at home, visit

www.workoptions.com , www.work-family.com , www.

gilgordon.com , www.jala.com , and www.joannepratt.com .

• Will your organization be more persuaded by a dollars-and-

cents comparison showing how much this benefit could

save the company? Or would stories be more persuasive?

12.16 Asking to Work at Home (LO 12-1 to LO 12-8)

Your company’s regional vice president recently toured

your department and was appalled by how many people

had Facebook or other social networking sites open on their

computers. In most cases, employees had social networking

windows open alongside work-related tasks. Your depart-

ment, which usually gets high marks, received a lower

review from the vice president as a result.

While your company’s policy is that only work-related

sites should be opened on the job, managers and super-

visors have been lax in enforcing the rule since work

gets done and there have been no complaints. This lat-

est turn of events, however, makes it necessary to remind

employees of the policy and penalties, such as written

reprimands.

Some employees may be bothered by the reminder.

They may feel they are able to effectively multitask and

that the policy treats them like children. In addition, some

employees are actually responsible for making sure updates

about your company are tweeted and posted to the com-

pany’s Facebook page newsfeed, so they should be allowed

to have the sites open at any time.

Write an e-mail message to employees urging them to

refrain from opening social networking sites unless doing

so is work-related.

12.17 Persuading Employees to Keep Social Networking Sites Closed (LO 12-1 to LO 12-8)

As a supervisor in a state agency, you have a dilemma. You

received this e-mail message today:

12.18 Handling a Sticky Recommendation (LO 12-1 to LO 12-8)

From: John Inoye, Director of Personnel, Department of Taxation

Subject: Need Recommendation for Peggy Chafez

Peggy Chafez has applied for a position in the Department of Taxation. On the basis of her application

and interview, she is the leading candidate. However, before I offer the job to her, I need a letter of

recommendation from her current supervisor.

Could you please let me have your evaluation within a week? We want to fill the position as quickly as

possible.

Peggy has worked in your office for 10 years. She

designed, writes, and edits a monthly statewide newsletter

that your office puts out; she designed and maintains the

department website. Her designs are creative; she’s a hard

worker; she knows a lot about computers.

However, Peggy is in many ways an unsatisfactory staff

member. Her standards are so high that most people find her

intimidating. Some find her abrasive. She’s out of the office

a lot. Some of that is required by her job (e.g., she takes the

newsletters to the post office), but some people don’t like the

fact that she’s out of the office so much. They also complain

that she doesn’t return voice-mail and e-mail messages.

You think managing your office would be a lot smoother

if Peggy weren’t there. You can’t fire her: State employees’

jobs are secure once they get past the initial six-month pro-

bationary period. Because of budget constraints, you can hire

new employees only if vacancies are created by resignations.

You feel that it would be pretty easy to find someone better.

If you recommend that John Inoye hire Peggy, you will

be able to hire someone you want. If you recommend that

John hire someone else, you may be stuck with Peggy for

a long time.

As Your Instructor Directs,

a. Write to John Inoye.

b. Write a memo to your instructor listing the choices

you’ve made and justifying your approach.

Hints:

• What are your options? Consciously look for more than

two.

• Is it ethical to select facts or to use connotations so that

you are truthful but still encourage John to hire Peggy? Is

it certain that John would find Peggy’s work as unsatisfac-

tory as you do? If Peggy is hired and doesn’t do well, will

your credibility suffer? Why is your credibility important?

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Module 12 Persuasive Messages 213

As director of customer relations for a major airline, you

receive the following letter:

12.19 Addressing a Passenger Complaint about a Rude Flight Attendant (LO 12-1 to LO 12-8)

To save money, your company orders office supplies in

bulk. Each department then gets its allotment of supplies,

which are kept in a supply room for employees to access

when needed. The room is locked at night, and only you

and security guards have the key.

Large amounts of office supplies have been disap-

pearing from your department’s supply room for several

months. It started with small items, such as pens, tape,

and sticky notes. Now, staplers, calculators, and expensive

poster and certificate frames are missing. You have no idea

who is responsible, but the thefts appear to be happening

during regular business hours. The total loss from the thefts

is now more than $1,000.

You tried having employees sign materials out on the

honor system, but the thefts continued. Security recom-

mends a hidden camera for the room, but the idea of “spy-

ing” on employees troubles you. You have agreed to a

compromise: a security camera placed in plain view.

You believe the thefts are the work of one person and

that the other 90 employees in your department are inno-

cent. Therefore, the camera may offend people and harm

employee morale.

Morale already has been down because the company

has experienced profit losses the past two quarters due to

increased competition. Rumors are spreading that some

jobs will be transferred overseas and layoffs are imminent,

though you have no solid information on management’s

plans. Your employees—many of whom have been with the

company for more than 10 years—are apprehensive about

their future with the company.

But the alternative is to allow the increasingly costly

thefts to continue. You also want to avoid having to search

employees and their belongings, the next step according to

security if the camera fails to discourage the thief.

Write a memo to your employees explaining the need

for the camera.

12.20 Persuading Employees that a Security Camera Is Necessary (LO 12-1 to LO 12-8)

For a job, for a four-year school, or for graduate school, you

need letters of recommendation.

As Your Instructor Directs,

a. Assume that you’ve orally asked an instructor for a rec-

ommendation, and he or she has agreed to write one.

“Write up something to remind me of what you’ve done

in the class. Tell me what else you’ve done, too. And tell

me what they’re looking for. Be sure to tell me when the

letter needs to be in and whom it goes to.”

b. Assume that you’ve been unable to talk with the instruc-

tor whose recommendation you want. Write asking for a

letter of recommendation.

Hints:

• Be detailed about the points you’d like the instructor

to mention.

• How well will this instructor remember you? How much

detail about your performance in his or her class do you

need to provide?

• Specify the name and address of the person to whom the

letter should be written; specify when the letter is due. If

there’s an intermediate due date (e.g., if you must sign

the outside of the envelope to submit the recommenda-

tion to law school), say so.

12.21 Asking an Instructor for a Letter of Recommendation (LO 12-1 to LO 12-8)

You investigate the situation and discover that there was

only one male flight attendant on that flight, David. Usu-

ally assigned to your airline’s regional carrier, which makes

short trips on propeller-driven airplanes, he was a last-min-

ute substitution for another attendant who took sick leave.

David has a brief yet spotless record with the airline, but

Flight 2219 was on a much larger and more crowded air-

plane than he usually flies. He may have been overwhelmed

by the change. You want to discuss the matter with David

before contacting Mr. Antilles, but David is on vacation for

nine more days. Rather than leave Mr. Antilles waiting, you

decide to contact him to express your concern and to let

him know that you will follow up with David.

Write a letter to Mr. Antilles assuring him that the mat-

ter will be investigated.

Recently, I took one of your flights from Portland, Oregon, to St. Louis, Missouri, Flight 2219. Though

the flight itself was pleasant (and we even arrived a half hour early!) one of the attendants was rude. He

addressed me in a less-than-friendly tone, thrust the cup holding my beverage in my face when serving

me, and ran into my shoulder several times while speeding down the aisle for no particular reason. My

wife and even the passenger seated next to me were shocked.

I don’t know what I did to merit such treatment, but it seems to me that passengers deserve better. I

should know. I’m a retired flight attendant from another airline.

Sincerely,

Tim Antilles

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214 Unit Three Letters, Memos, E-Mail, and Web Writing

Recommend whether your instructor should invest in a

specific stock, piece of real estate, or other investment. As

your instructor directs, assume your instructor has $1,000,

$10,000, or $100,000 to invest.

Hints:

• Pick a stock, property, or other investment you can

research easily.

• What are your instructor’s goals? Is he or she saving for

a house? For retirement? For kids’ college expenses? To

pay off his or her own student loans?

• How much risk is your instructor comfortable with?

• Is your instructor willing to put time into the investment

(as managing a rental house would require)?

*Based on an assignment created by Cathy Ryan, The Ohio

State University.

12.22 Recommending Investments * (LO 12-1 to LO 12-8)

As Director of Business Communication, you get this let-

ter from Sharon Davis, a member of your college advisory

board and a major donor:

(The next two inches of the letter are blocked out, and nei-

ther the signature nor typed name can be read.)

12.23 Retrieving Your Image (LO 12-1 to LO 12-8)

This message is terrible. It lacks you-attitude and may

even encourage people not to pay until the 5th.

Write to people who have been slow to pay in the past.

b. Ms. Davis, convincing her that indeed your school does

make every effort to graduate students who can write.

As Your Instructor Directs,

Write to

a. The faculty who teach business communication, remind-

ing them that the quality of student writing may affect

fund-raising efforts.

As the new manager of an apartment complex, this message

is in the files:

12.24 Persuading Tenants to Pay the Rent (LO 12-1 to LO 12-8)

My bank received this letter from one of your soon-to-be graduates. It seems as though a closer look at

writing skills is warranted.

To Whom It May Concern:

This is in reference to the loan soliciation that I received in the mail. This is the second offer that I am

now inquiring about. The first offer sent to my previous address I did not respond. But aftersome

careful thought and consideration I think it wise to consolidate my bills. Therefore I hope the

information provided is sufficient to complete a successful application. I think the main purpose of this

loan is to enable me to repair my credit history. I have had problems in the past because of job status

as part-time and being a student. I will be graduating in June and now I do have a full-time job. I think I

just need a chance to mend the past credit problems that I have had.

ATTENTION!

DERELICTS

If you are a rent derelict (and you know if you are) this communique is directed to you!

RENT IS DUE THE 5TH OF EACH MONTH AT THE LATEST!

LEASE HAS A 5-DAY GRACE PERIOD UNTIL THE 5TH OF THE MONTH NOT THE 15TH.

If rent is not paid in total by the 5th, you will pay the $25.00 late charge. You will pay the $25.00 late

charge when you pay your late rent or your rent will not be accepted.

Half of you people don’t even know how much you pay a month. Please read your lease instead of calling

up to waste our time finding out what you owe per month! Let’s get with the program so I can spend my

time streamlining and organizing maintenance requests. My job is maintenance only.

RENT PAYMENT IS YOUR JOB!

If you can show up for a test on time, why can’t you make it to the rental office on time or just mail it.

P.S. We don’t take cash any longer due to a major theft.

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Module 12 Persuasive Messages 215

During your collaborative writing group meetings, record

specific observations of both effective and ineffective

things that group members do. Then evaluate the perfor-

mance of the other members in your group. (If there are

two or more other people, write a separate appraisal for

each of them.)

In your first paragraph, summarize your evaluation.

Then in the body of your memo, give specific details:

• What specifically did the person do in terms of the

task? Brainstorm ideas? Analyze the information? Draft

the text? Suggest revisions in parts drafted by others?

Format the document or create visuals? Revise? Edit?

Proofread? (In most cases, several people will have

done each of these activities together. Don’t overstate

what any one person did.) What was the quality of the

person’s work?

• What did the person contribute to the group process?

Did he or she help schedule the work? Raise or resolve

conflicts? Make other group members feel valued and

included? Promote group cohesion? What roles did the

person play in the group?

Support your generalizations with specific observations.

The more observations you have and the more detailed they

are, the better your appraisal will be.

As Your Instructor Directs,

a. Write a midterm performance appraisal for one or

more members of your collaborative group. In each

appraisal, identify the two or three things the per-

son should try to improve during the second half of

the term.

b. Write a performance appraisal for one or more members

of your collaborative group at the end of the term. Iden-

tify and justify the grade you think each person should

receive for the portion of the grade based on group

process.

c. Give a copy of your appraisal to the person about whom

it is written.

12.25 Writing a Performance Appraisal for a Member of a Collaborative Group (LO 12-1 to LO 12-8)

Your organization has gone through a lot of changes, and you

suspect that the original job descriptions used when people

were hired are no longer accurate. So you’d like all employ-

ees to list their current job duties. You’d also like them to

indicate which parts of their jobs they see as most important

and how much time they spend on each part of the job.

Send a message to all employees asking for their job

descriptions.

Hints:

• Pick a real business, government, or nonprofit group you

know about.

• When is the next cycle of performance appraisals? Will

these descriptions be used then?

• People will be reluctant to tell you they’re spending

lots of time on things that aren’t important, and some

people may honestly not know how they spend their

time. How can you encourage accurate reporting? (If

you ask people to keep logs for a week, be sure to

also ask them if that week was typical—it may or may

not be.)

• Some people will want to change their job descrip-

tions—that is, to change their duties or the proportion

of time they spend on each job task. Is that an option

in your organization right now? If it isn’t (or if it is an

option for very few people), how can you make that clear

to readers?

12.26 Asking for a Job Description (LO 12-1 to LO 12-8)

The words you choose can express personality in speech and

writing. What personality do you want in your memos, letters, and

reports? Friendly? Assertive? Bureaucratic? Threatening? Confi-

dent? These are just a few possibilities.

Consider the personality expressed by billionaire investment

guru Warren Buffet in an annual report to the shareholders of Berk-

shire Hathaway, Inc.:

Expressing Personality

Polishing Your Prose

Given our gain of 34.1%, it is tempting to declare victory and move on. But last year’s performance was

no great triumph. Any investor can chalk up large returns when stocks soar, as they did in 1997. In a bull

market, one must avoid the error of the preening duck that quacks boastfully after a torrential rainstorm,

thinking that its paddling skills have caused it to rise in the world. A right-thinking duck would instead

compare its position after the downpour to that of the other ducks in the pond.

So what’s our duck rating for 1997? The table on the facing page shows that though we paddled furiously

last year, passive ducks that simply invested in the S&P Index rose almost as fast as we did. Our appraisal

of 1997’s performance then: Quack.

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216 Unit Three Letters, Memos, E-Mail, and Web Writing

How would you describe the personality of this narrator?

Does he sound “folksy”? Fatherly? Grandfatherly? Educated?

Confident? How do you know? How does his personality com-

pare to your expectations for someone in the investment field?

Someone who is wealthy? Is this someone you would like

to know?

Personality is individual. However, we all have control over the

words we choose to convey our personalities. To understand your

own personality in communication, first see if you can understand

the personalities that others convey. Then compare their words and

tone to your own.

Exercises

Read the following passages. How would you characterize the nar-

rative voice in each? Which voices seem appropriate for good busi-

ness communication? Try using your own words to communicate

the same basic message.

1. Don’t think. Don’t talk. Don’t even blink. Just do your job!

2. Per the discussion of the 10 th and concerning the interested

parties, we are establishing the continuance of the aforemen-

tioned procedural matters, as referenced by the undersigned in

document A, subsection C, paragraphs 1 and 2.

3. What I can’t understand—I mean, beyond the fact that some

college out there actually granted you a degree—is how that

brain of yours actually managed to generate enough power

to submit an application to this company in the first place. I

mean, you may very well be a modern scientific miracle.

4. Oh, THANK YOU, THANK YOU, THANK YOU, for hiring

me!! You WON’T be disappointed!!!!!!!!!!

5. Yeah, thanks for shopping here.

6. BIF AISI BYTM LOL.

7. It’s like, you know, the whole thing, okay, and, you know, I’m

really glad that we, okay, like, talked about it before we signed

any, you know, contract.

8. This is so simple even a man can figure out how to do it.

9. You will no doubt be suitably impressed with the care in which

I have completed this report. It is, if I may say so myself, the

best work I have ever done.

10. Yes, sir. After all, we are after all here to serve customers like you, sir. It’s our job to make your shopping experience excep- tional, sir. After all, no matter how outrageous, the customer is always right, sir.

Check your answers to the odd-numbered exercises at the back of the book.

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217

E-Mail Messages, Web Writing, and Technology 13

Module

LEARNING OBJECTIVES

T echnology continues to change the way we work and the way we write. Not too long ago, a pen,

typewriter, and telephone were the primary equipment for business communicators; then came

word processors, fax machines, and e-mail. Today, we can choose from a host of tools that includes

cell phones, web pages, videoconferencing, and instant messaging, each one ever increasing its

features and benefits.

Because technology changes so rapidly, so do expectations for how and when to use it.

A 21st-century communicator understands that adaptation is the key to staying current, and being

open to learning new technologies is a must. Use Module 13 as a starting point, and expect change.

LO 13-1 Apply strategies for e-mail message organization.

LO 13-2 Create subject lines for e-mail messages.

LO 13-3 Apply strategies for e-mail message style and content.

LO 13-4 Apply strategies for time manage- ment with e-mail and other tasks.

LO 13-5 Identify rules for “netiquette.”

LO 13-6 Apply strategies for e-mail attach- ment use.

LO 13-7 Apply strategies for writing on the web.

LO 13-8 Recognize other technologies for the web.

Module 13 can help you to write more effectively with e-mail and for the web. After completing the

module, you should be able to

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218 Unit Three Letters, Memos, E-Mail, and Web Writing

When you start a new job, you may have a short grace period before you have to write

paper documents. But most employers will expect you to “hit the ground running” with

e-mail. It’s likely that you’ll respond to—and perhaps initiate—e-mail messages during

your very first week at work.

As you write e-mail messages, keep these guidelines in mind:

• Although e-mail feels informal, it is not private, as a conversation might be. Your

employer may legally check your messages. And a message sent to one person can

be printed out or forwarded to others without your knowledge or consent. Don’t be

indiscreet in e-mail.

• All the principles of good business writing still apply with e-mail. Remember you-

attitude (◀◀ p. 90) and positive emphasis (◀◀ p. 101). Use reader benefits (◀◀ p. 112) when they’re appropriate. Use the pattern of organization that fits the purpose of the

message.

• Because e-mail feels like talking, some writers give less attention to spelling, grammar,

and proofreading. Many e-mail programs have spell-checkers; use them. Check your

message for grammatical correctness and to be sure you’ve included all the necessary

information.

• Reread and proofread your message before sending it.

• E-mail messages have to interest the reader in the subject line and first paragraph. If the

message is longer than one screen, the first screen must interest the reader enough to

make him or her continue. E-mail messages to people who report directly to you are easy

because people will read anything from their supervisors. But writing to people who are

not in a direct reporting relationship or to people outside your unit or organization takes

more care.

This map shows the shortest path

taken by a test message sent in

January 2002 from Somerset,

New Jersey, to more than 120,000

registered Internet nodes. Each

node may be one computer or

many joined in a network. Each

color represents a different service

provider. In the decade since, the

lines of digital communication have

increased substantially.

While texting and using social

networking pages are

increasingly popular ways to

communicate, e-mail remains

a common tool in business.

Avoid composing e-mails when

you are upset. Treat e-mails as

professionally as any business

message by proofreading

and checking for accuracy.

Like your authors, Bill Husted

recommends giving the reader

enough information in any

e-mail reply so the reader fully

understands your response.

If you’re not including the

original e-mail, at least specify

relevant details: “I checked,

and I’m free on Wednesday

for the short interview” instead

of “Wednesday is fine.”

Andrew Rosen warns against

over-relying on e-mail—use a

different tool, for instance, if the

message is urgent—and failing

to use ordinary pleasantries,

like a greeting at the beginning

and a thank you at the end of

the message.

Source: Husted, “Rules to Remember When Sending Your

E-Mails,” The Columbus Dispatch,

September 7, 2009, http://

www.dispatch.com/live/content/

business/stories/2009/09/07/

technobuddy_0907.ART_

ART_09-07-09_A7_M7EVEH3.

html?sid 5 101 ; and Andrew G. Rosen,

“18 Common Work E-Mail Mistakes,”

January 18, 2011, http://finance

.yahoo.com/news/18-Common-

Work-Email-usnews-1004018741.

html?x 5 0 .

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Module 13 E-Mail Messages, Web Writing, and Technology 219

How should I set up e-mail messages? LO 13-1

▶ Formats are still evolving.

Because there are so many different e-mail programs and formats, for the sake of the dis-

cussion here, focus on the general concepts they all share. Then, adapt them to your spe-

cific e-mail program.

Most e-mail programs prompt you to supply the various parts of the format. For exam-

ple, a blank Eudora screen prompts you to supply the name of the person the message goes

to and the subject line. Cc denotes computer copies; the recipient will see that these people are getting the message. Bcc denotes blind computer copies; the recipient does not see the names of these people. Most e-mail programs also allow you to attach documents from

other programs. Thus you can send someone a document with formatting, drafts of Pow-

erPoint slides, or the design for a brochure cover. The computer program supplies the date

and time automatically. Some programs allow you to write a message now and program the

future time at which you want it to be sent.

Some aspects of e-mail format are still evolving. In particular, some writers treat e-mail

messages as if they were informal letters; some treat them as memos. Even though the e-mail

screen has a “To” line (as do memos), some writers still use an informal salutation, as in

Figure 13.1 . The writer in Figure 13.1 ends the message with a signature block. You can store

a signature block in the e-mail program and set the program to insert the signature block

automatically. In contrast, the writer in Figure 13.2 omits both the salutation and his name.

When you send a message to an individual or a group you have set up, the “From:” line will

have your name and e-mail address. If you post a message to a group someone else has set

up, such as a listserv, be sure to give at least your name and e-mail address at the end of your

message, as some listservs strip out identifying information when they process messages.

With smartphones now

accounting for 54% of the U.S.

cell phone market, options to

check e-mail and the web con-

tinue to evolve and increase.

More than half of the smart-

phones purchased today use

the Android operating system.

Source: Nidhi Subbaraman, “Smart- phone Sales on the Rise in the U.S.,

Half of Those Are Androids ,” Fast

Company, July 13, 2012, http://

www.fastcompany.com/1842795/

smartphone-sales-on-the-rise-in-

the- us-half-of-those-are-androids .

After one date and then ignored

text and voice-mail messages, a

rebuffed man tracked down the

woman’s e-mail address and

sent her a 1,600-word screed

on the matter. Among his asser-

tions were that she must have

found him physically attractive

or she would have turned him

down in the first place, that

she gave all of the classic flirta-

tious “preening” signs, such as

playing with her hair, and that

she said, “It was nice to meet

you” at the end of the date,

an inconclusive statement that

contributed to his confusion

as to whether they had the

potential for a serious relation-

ship. Despite his requests for a

second date, the only outcome

was the e-mail message went

viral on the Internet.

Source: Tara Kelly, “Investment Manager’s Embarrassing e-mail

Lands on Reddit, Goes Viral ,”

December 9, 2011, http://www.

huffingtonpost.com/2011/12/07/

investment-manager-embarrassing-

email_n_1135279.html .

Figure 13.1 A Basic E-Mail Message in Eudora (direct request)

To: [email protected]

From: Sacha Zevchik <[email protected]>

Subject: Please Protect Computers

Cc:

Bcc:

Attached:

Roger--

Just a reminder: when your workers install the ceiling insulation next

week, be sure to have them put plastic sheeting over the desks and

computers to protect them from sawdust, insulation, and debris.

Thanks!

Sacha Zevchik

Administrative Assistant

Voice: 630-555-1000 ext. 117

Fax: 630-555-2391

E-Mail:

The writer can type in the e-mail address directly.

System puts in writer’s name and e-mail address.

Write your message below the line.

Some writers use an informal salutation to make the message friendlier.

No need to indent paragraphs.

The writer creates the signature block once, then can use it automatically. Some e-mail programs permit you to store several signature blocks with different levels of formality.

[email protected]

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220 Unit Three Letters, Memos, E-Mail, and Web Writing

When you hit “reply,” the e-mail program automatically uses “Re:” (Latin for about ) and the previous subject. The original message is set off (see Figure 13.3 ). You may want

to change the subject line to make it more appropriate for your message.

If you prepare your document in a word processor, use two-inch side margins to create

short line lengths. If the line lengths are too long, they’ll produce awkward line breaks as

in Figure 13.3 . Use two- or three-space tab settings to minimize the wasted space on the

screen.

What kinds of subject lines should I use for e-mail messages? LO 13-2

▶ Be specific, concise, and catchy.

Subject lines in e-mail are even more important than those in letters and memos because

it’s so easy for an e-mail user to hit the Delete key. Subject lines must be specific,

concise, and catchy. Many e-mail users get so many messages that they don’t bother

reading messages if they don’t recognize the sender or if the subject doesn’t catch their

interest.

Try to keep the subject line short. If that’s difficult, put the most important part into

the first few words because some e-mail programs only show the first 28 characters of the

subject line.

If your message is very short, you may be able to put it in the subject line. “EOM” (end

of message) tells your reader that there is no additional information in the body of the

message.

Subject: Will Attend 3 pm Meeting EOM

Subject: Need Password for Survey EOM

Figure 13.2 An E-Mail Message with an Attachment (direct request)

To: TAC <[email protected]>

From: Keith Lee <[email protected]>

Subject: Please Comment on Draft

Cc:

Bcc:

Attached: D:\comm\personalcomputer.draft

Attached is the current draft on personally-owned computers that

people bring into the office.

The file is in WordPerfect:

Please send me any changes by 10 a.m. Thursday—I’ll collate them

and bring them to our meeting Thursday afternoon.

This writer omits salutation and signature block.

E-mail programs allow you to create “nicknames” or “aliases” for individuals and names for groups. “TAC” sends messages to everyone on the “Technology Advisory Committee.”

Above the line, use the “attach” icon—the path on your computer is inserted.

Many e-mail programs support hyperlinks. Readers can click here (the path where the message is stored on the recipient’s computer) to go to the document.

c:\attachments\personalcomputer.draft

Site to See

Go to

www.ftc.gov/bcp/edu/ pubs/consumer/alerts/ alt127.shtm for tips on avoiding phishing,

an Internet scam where e-mail

or pop-up messages trick

people into revealing personal

information, such as bank

account or Social Security

numbers.

Go to

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Module 13 E-Mail Messages, Web Writing, and Technology 221

To: Ellen Oshio <[email protected]> From: Mary Monroe <[email protected]>

Subject: Re: Problems with Customer Service Reps Cc: [email protected]

Bcc: Wade <[email protected]>

Attached:

Thank you, Ms. Oshio, for letting us know about the problem you’ve had. If there is a problem, we want to fix it—and we can do that only when we know what the problem is.

Of course we want our customer service representatives to be polite and professional. I apologize for the responses you’ve had. I’ll work with all our reps to polish our phone skills.

When you call our Customer Service line, we want you to get service that’s just as good as the high-quality bath and kitchen fixtures you recommend to your clients!

Mary Monroe Customer Service Manager

P.S. The Lifetime Brass Finish is currently scheduled for June 1 availability. I’ll let you know a month from now if that date is going to hold.

At 11:01 AM 4/27/2013 -0500, you wrote:

I don’t want to switch suppliers, but recent experiences with your reps have just about made me change my mind. I just don’t want to do business with them anymore.

As you know, the Lifetime Brass Finish has missed several roll-out dates. Those

delays have been bad enough. But even worse have been my encounters with your customer reps. The reps I dealt with were curt and more concerned with justifying their mistakes than satisfying my needs.

Today, I had another distasteful encounter with a customer service rep (Danielle was

her name) who was rude and unprofessional—in fact, she hung up on me when I asked her last name. The woman had no business handling customer complaints because she

seemed

to take them personally. She accused me of “yelling” at her and then lectured me on her status as a human being. I am never rude or abusive to people; such behavior isn’t

nice and would ruin my own credibility.

I think you should know that, at least in their dealings with me, some of your reps

are not serving your interests well (and I have told them that on several occasions).

These odd, distracting line breaks result when you receive a message whose line lengths are too long for

your e-mail program. To avoid them, use short line lengths when you compose e-mail messages.

Vertical line denotes a message written by the recipient (or forwarded from someone else).

When you “reply,” the system inserts the recipient’s e-mail address.Hitting

“Reply” Produces “Re” and the original subject line.

Recipient sees “cc”—will know it is going to the whole department.

Recipient doesn’t see “Blind copies”

When you reply to a message, put your response first.

Using the reader’s name in ¶ 1 makes the message more friendly.

Rather than using a signature block, this writer just types her name and job title.

Space between your message and the original message to make yours easier to read. System inserts date, time of original message.

Figure 13.3 An E-Mail Reply with Copies (response to a complaint)

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222 Unit Three Letters, Memos, E-Mail, and Web Writing

Subject Lines for Informative and Positive E-Mail Messages

If you have good news to convey, be sure it’s in the subject line. Be as brief as you can.

The following subject lines would be acceptable for informative and good news e-mail

messages:

Subject: Travel Plans for Sales Meeting

Subject: Your Proposal Accepted

Subject: Reduced Prices During February

Subject: Your Funding Request Approved

When you reply to a message, the e-mail system automatically creates a subject line

“Re: [subject line of message to which you are responding].” If the subject line is good,

that’s fine. If it isn’t, you may want to create a new subject line. And if a series of messages

arises, create a new subject line. “Re: Re: Re: Re: Question” is not an effective subject line.

Subject Lines for Negative E-Mail Messages

When you say “no” to an e-mail request, just hit “reply” and use “Re:” plus whatever the

original subject line was for your response. When you write a new message, you will have

to decide whether to use the negative in the subject line. The subject line should contain

the negative when

• The negative is serious. Many people do not read all their e-mail messages. A neutral

subject line may lead the reader to ignore the message.

• The reader needs the information to make a decision or act.

• You report your own errors (as opposed to the reader’s).

Thus the following would be acceptable subject lines in e-mail messages:

Subject: We Lost McDonald’s Account

Subject: Power to Be Out Sunday, March 12

Subject: Error in Survey Data Summary

E-Mail Acronyms

ASAP As soon as possible

BTW By the way

EOM End of message

FAQ Frequently asked

questions

FYI For your information

IMHO In my humble

opinion

TMOT Trust me on this

LOL Lots of laughs;

Laugh out loud

Instant Replay

Keep Subject

Lines Short

Try to keep the subject line

short. If that’s difficult, put the

most important part into the

first few words because some

e-mail programs only show

the first 28 characters of the

subject line.

I R

Keep Subjec

Communication technologies are only valuable if they solve problems better than more conventional options.

Reprinted with permission of CartoonStock.com ,

www.cartoonstock.com .

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Module 13 E-Mail Messages, Web Writing, and Technology 223

In other situations, a neutral subject line is acceptable.

Subject: Results of 360 8 Performance Appraisals

Subject Lines for Persuasive E-Mail Messages

The subject line of a persuasive e-mail message should make it clear that you’re asking

for something. If you’re sure that the reader will read the message, something as vague as

“Request” may work. Most of the time, it’s better to be more specific.

Subject: Move Meeting to Tuesday?

Subject: Need Your Advice

Subject: Provide Story for Newsletter?

Subject: Want You for United Way Campaign

Should I write e-mail messages the same way I write paper messages? LO 13-3

▶ Negative and persuasive messages will be more direct.

Readers read and reply to e-mail quite rapidly. Dealing with 80 to 100 messages in 20

or 30 minutes is normal. Write e-mail messages so that it’s easy for readers to under-

stand and act on them quickly. Writing messages so that the reader can deal with them

quickly means taking time to plan, revise, and proofread, just as you do with paper

messages. Figure 13.4 shows how a writer might allocate time in responding to a sim-

ple e-mail request. Figure  13.5 lists the activities needed for a more complex e-mail

message.

Writing Positive and Informative E-Mail Messages

E-mail is especially appropriate for positive and informative messages. Figure 13.3 is an

example of a positive response to a customer complaint.

Writing Negative E-Mail Messages

Major negatives, such as firing someone, should be delivered in person, not by e-mail. But

e-mail is appropriate for many less serious negatives.

A study of more than 977

million e-mail messages by

marketer MailerMailer found

that shorter subject lines

attract more clicks, and any

subject line longer than 50

characters is a bad idea.

Source: Julian Sancton, “The Art of the E-Mail Subject Line,” Bloomberg

Businessweek, June 28, 2012,

http://www.businessweek.com/

articles/2012-06-28/the-art-of-

the-e-mail-subject-line/ .

Figure 13.4 Allocating Time in Writing a Simple E-Mail Response (Your time may vary.)

E-mail answering a simple question. Total time: 7 minutes

Planning

Read the question.

Gather any information necessary for reply.

Plan the message.

2 minutes

Writing

Draft the message.

2 minutes

Revising

Reread draft.

Make small changes.

Run spell-check.

Proof by eye.

Send the message.

3 minutes

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224 Unit Three Letters, Memos, E-Mail, and Web Writing

Never write e-mail messages when you’re angry. If a message infuriates you, wait till

you’re calmer before you reply—and even then, reply only if you must. Writers using

e-mail are much less inhibited than they would be on paper or in person, sending insults,

swearing, name-calling, and making hostile statements. 1 Flaming is the name given to

this behavior. Flaming does not make you look like a mature, level-headed candidate

for bigger things. And because employers have the right to read all e-mail, flaming—

particularly if directed at co-workers, regulators, suppliers, or customers—may cause an

employee to be fired.

In the body of the e-mail message, give a reason only if it is watertight and reflects well

on the organization. Give an alternative, if one exists.

Edit and proofread your message carefully. An easy way for an angry reader to strike

back is to attack typos or other errors.

Remember that e-mail messages, like any documents, can become documents in law-

suits. When an e-mail negative is hard to write, you may want to compose it offline so that

you can revise it and even get feedback before you send the message.

Writing Persuasive E-Mail Messages

When you ask for something small or for something that is part of the reader’s job duties to

provide, your request can be straightforward. (See Figures 13.1 and 13.2 .)

• In the body of the message, give people all the information they need to act.

• At the end of the message, ask for the action you want. Make the action as easy as

possible, and specify when you need a response. You may want an immediate response

now (“Let me know asap whether you can write a story for the newsletter so that I can

save the space”) and a fuller one later (“we’ll need the text by March 4”).

When you ask for something big or something that is not a regular part of that person’s

duties, the first paragraph must not only specify the request but also make the reader view

it positively. Use the second paragraph to provide an overview of the evidence that the rest

of the message will provide: Use audience analysis (◀◀ p. 19) to find a reason that will convince the reader to do as you ask. Everyone is busy, so you need to make the reader

Figure 13.5 Allocating Time in Writing a Persuasive E-Mail Message (Your time may vary.)

Persuasive request with attachments. Total time: 3 hours

Planning

Understand the situation.

Answer the PAIBOC questions (◀◀ Module 1). Think about document design (◀◀ Module 5). Organize the message.

1 hour

Writing

Draft the message and attachments.

½ hour

Revising

Reread draft.

Measure draft against PAIBOC questions and checklist for problem-solving

persuasive messages (◀◀ Figure 12.10). Revise draft and attachments.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Send the message.

1½ hours

A ploy to persuade customers

to check out Toyota’s Matrix

auto instead became the

focus of a $10 million lawsuit.

Amber Duick alleged she was

terrified for five days after

cryptic e-mail messages sent

to her by “Sebastian Bowler”—

who wrote he was fleeing

the law and knew where she

lived—began showing up. The

fictitious character was created

by global marketing firm

Saatchi & Saatchi, which along

with Toyota, claimed Duick had

opted into participating in the

campaign after clicking on a

link in a personality test. But

Duick’s attorney disagreed,

saying that the statement

Duick signed electronically

was “indecipherable” and said

nothing about being stalked.

Source: Chauncey Alcorn, “Woman Sues Toyota over

‘Terrifying’ Prank,” ABC News,

October 9, 2009, http://abcnews.

go.com/Business/toyota-lawsuit-

woman-sues-elaborate-prank/

story?id 5 8776841&page 5 1 .

Instant Replay

When Not to Use E-Mail

Major negatives, like firing

someone, should be delivered

in person, not by e-mail. But

e-mail is appropriate for many

less serious negatives.

I R

When Not to

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225

want to do as you ask. Be sure to provide complete information that the reader will need to act on your request. Ask for the action you want.

Major requests that require changes in values, culture, or lifestyles should not be made

in e-mail messages.

Here’s why we should do this.

Let me describe the project. Then, if you’re willing to be part of it, I’ll send you a copy

of the proposal.

Building a Critical Skill

Managing Your Time LO 13-4

Do you need more time? Welcome to the club! Although

researchers claim we have more leisure hours than we did 25

years ago, most of us feel more overworked than ever. And the

number of things you’ll need to do will only increase as you

assume more job responsibilities.

Managing your incoming e-mail is an essential skill for

every office worker.

• Create folders, mailboxes, and filters. For example, most

e-mail programs allow you to flag messages from your boss

in a special color.

• Move items out of your inbox.

• Delete messages after you act on them.

• If you need to save messages, move them to folders on a

specific topic or project.

• Create a “delete in 30 days” folder for items you’ll need

briefly.

• Purge files periodically—at least once a month. (Once a

week is better.)

Many workers benefit from managing all their activities (not

just their e-mail) more efficiently. To manage your time, divide

projects or incoming mail into three piles (real or imaginary).

Put urgent items in the A pile, important items in the B pile, and other items in the C pile. Do the A items first. Most people find that they never get to their C piles.

At the end of the day, make a list of the two most important

things you need to do the next day—and leave the paper where

you’ll see it when you start work the next morning.

If you still don’t have enough time to get your A s and most of your B s done, you’re ready for a more systematic approach to time.

1. For at least a week, log how you spend your time. Record

what you’re doing in 15-minute intervals.

2. Analyze your log to identify patterns, time obligations,

time wasters, and frustrations. You may be surprised to

find how much time you spend playing computer games.

Or you may discover that answering e-mail takes an hour

every morning—not the five minutes or so that you’d

estimated.

3. Clarify your goals. What do you want to accomplish

on the job and in your personal life? What intermediate

steps (e.g., taking a course, learning a new skill, or send-

ing out job applications) will you need to do to reach

your goals?

4. Set short-term priorities. For the next month, what do you

need to accomplish? In addition to goals for school and

work, think also about building relationships, meeting

personal obligations, and finding time to plan, to relax,

and to think.

5. Ask for help or negotiate compromises. Maybe you and

another parent can share babysitting so that you each have

some time to yourselves. If your responsibilities at work

are impossible, talk to your supervisor to see whether

some of your duties can be transferred to someone else or

whether you should stop trying to be excellent and settle

for “good enough.” You won’t be willing or able to elimi-

nate all your obligations, but sometimes dropping just one

or two responsibilities can really help.

6. Schedule your day to reflect your priorities. You don’t nec-

essarily have to work on every goal every day, but each

goal should appear on your schedule at least three times a

week. Schedule some time for yourself, too.

7. Evaluate your new use of time. Are you meeting more of

your goals? Are you feeling less stressed? If not, go back

to step 1 and analyze more patterns, obligations, time

wasters, and frustrations to see how you can make the best

use of the time you have.

Site to See

Go to

www.albion.com/ netiquette/netiquiz.html

to test your knowledge of

e-mail netiquette.

Go to

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226 Unit Three Letters, Memos, E-Mail, and Web Writing

What e-mail “netiquette” rules should I follow? LO 13-5

▶ Lurk before you leap.

E-mail communities develop their own norms. If possible, lurk a few days—read the

messages without writing anything yourself—before you enter the conversation.

Follow these guidelines to be a good “netizen”:

• Never send angry messages by e-mail. If you have a conflict with someone, work it out

face-to-face, not electronically.

• Use full caps only to emphasize a single word or two. Putting the whole message in

caps is considered as rude as shouting.

• Send people only messages they need. Send copies to your boss or CEO only if he or

she has asked you to.

• Find out how your recipient’s system works and adapt your messages to it. Most

people would rather get a separate short message on each of several topics, so that the

messages can be stored in different mailboxes. But people who pay a fee to download

each message may prefer longer messages that deal with several topics.

• When you respond to a message, include only the part of the original message that

is essential so that the reader understands your posting. Delete the rest. If the quoted

material is long, put your response first, then the original material.

• When you compose a message in your word processor and call it up in e-mail, use short

line lengths (set the right margin at 2.5” or 3”). That’s the way to avoid the awkward

line breaks of Figure 13.3 .

How and when should I use attachments? LO 13-6

▶ When the reader expects and needs them.

Any text document can be copied and pasted into the body of your e-mail message. Send-

ing attachments makes the most sense when you send

• A long text document.

• A text document with extensive formatting.

• A nontext file (e.g., PowerPoint slides, html file, spreadsheet).

When you send an attachment, tell the reader what program it’s in (see Figure 13.2 ). Word-

processing programs can generally open documents in earlier programs but not later ones.

A computer virus is a script that harms your computer or erases your data. You can get a virus through e-mail, and viruses can infect files that are “attached” to e-mail messages

or that you download. To stay virus-free, 2

• Install an antivirus program on your computer, and keep it up-to-date.

• Ask people who send you attachments to include their names in the document titles.

Virus titles aren’t that specific.

• If you’re in doubt about an attachment, don’t open it.

• Forward e-mail messages only when you’re sure of the source and contents.

What style should I use when writing for the web? LO 13-7

▶ Use good business writing principles, but consider how people will interact with the text, too.

Good business writing style basics—being clear, concise, and complete—also work when

writing for the web. Unless your page is designed for readers seeking highly technical

Like viruses, some spyware

programs can infect your

computer with malicious code.

Your web browser may have

security features to block

spyware. Popular free spyware

detection and clean-up

programs include Spybot and

Ad Aware, available at www.

cnet.com .

Site to See

Go to

www.vmyths.com to learn whether a rumored

virus is real or a hoax.

Go to

According to a Pew Research

Center study, 51% of Americans

preferred vocal communication

while only 31% preferred to

be contacted via texts. The

average adult sends about 10

texts a day but makes 12 phone

calls. However, those numbers

may differ according to age.

An earlier survey by the Nielsen

Company found the average

13- to 17-year-old sends and

receives 3,339 texts a month, or

more than 100 per day. People

from ages 45 to 54 sent and

received 323 texts a month.

Sources: Erica Ho, “Texting Overtakes Voice Calls for British

Mobile Users,” Time, July 19, 2012,

http://newsfeed.time.com/2012/

07/19/texting-overtakes-voice-

calls-for-british-mobile-users/

#ixzz22LxwLhgz ; and Katherine

Rosman, “Y U Luv Texts, H8 Calls,”

The Wall Street Journal, October

14, 2010, http://online.wsj.com/

article/SB10001424052748703673

604575550201949192336.html .

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Module 13 E-Mail Messages, Web Writing, and Technology 227

information, keep your style simple and conversational in tone, and use titles, headings,

bulleted lists, and only necessary jargon. Draft your information using a word processor so

you can edit and proofread carefully. Module 16 [▶▶ p. 272] provides more information on creating a good business style.

When drafting, think about how readers will use the information. Web surfers gener-

ally skim information, at least initially, so lengthy sentences, thick paragraphs, frequent

downloads, and too many hyperlinks, or jumps to new pages, can discourage surfers from continuing. The same goes for unnecessary graphics or complex introductions that slow

loading the page, especially for people using dial-up modems.

Because there is no hard data on how many hyperlinks are too many for readers, use

your best judgment when you can’t ask your audience directly. One way to check is to

highlight hyperlinks in your draft. If they look like too many, they probably are. Consider

making some links into buttons, putting links on a separate page, or folding the links’

information into the body text. Cut unnecessary links.

Images should support the text. When you write titles and captions, consider telling a

story [Module 25 ▶▶ p. 418]. John Morkes and Jakob Nielsen advocate creating “scannable text” to make Web pages

accessible: 3

• Highlight key words.

• Use meaningful, not clever, subheadings.

• Include bulleted lists.

• Use one idea per paragraph.

• Write in the “inverted pyramid” style of organization, with the main idea up front.

• Use half the word count of a printed page.

• Avoid “marketese,” or language that is extremely subjective and boastful.

In many organizations, the people who provide written “content” are different than the

people who actually design the pages. Where possible, work with designers so that at each

stage of the drafting process you can test what you’ve written for readability against the

physical constraints of the layout. For instance, computer screens generally are wider but

shallower than a printed page. If you write lengthy paragraphs or long document sections,

readers may have to scroll more, which can create eyestrain, especially on monitors whose

images seem to flicker due to slower refresh rates. Frames, or sections on the page, can organize text and reduce the need to scroll often. Module 5 [◀◀ pp. 78–79] provides infor- mation on designing effective screens.

Insist on a clean font, pleasing but contrasting colors, and text-supportive graphics

rather than simply decorative ones. Keep in mind, too, that vision-impaired surfers can

use the web better if you encourage a layout that accommodates them, such as one using

descriptive text links that screen reader software such as Jaws can recognize.

As with any technology, the web is evolving, so expect rules to develop and change. In

the meantime, keep a library of web pages you believe work as models, and where pos-

sible, test your web pages and content with people who will be using them.

Can I use blogging on the job? LO 13-7

▶ Yes, so long as you are professional.

Creating weblogs, or blogging, is an increasingly popular way of communicating on the web. Millions of bloggers post thoughts, images, and links in journal-like entries made

available through the Internet and in such languages as Arabic, Chinese, English, French,

German, Italian, Japanese, Portuguese, Korean, and Spanish.

Blogging is so popular, some businesses are turning to it to aid in recruiting employ-

ees, and CEOs are posting their own blogs in an effort to speak directly to customers

and associates. A few people have managed to turn blogging into a career. But blogging

While blogging continues to be

popular for many writers, it may

be losing its appeal among

younger people. According to

the Internet and American Life

Project at the Pew Research

Center, blogging among

people ages 12 to 17 fell by

half from 2006 to 2009 and

by two percentage points in

2010 over two years earlier for

people ages 18 to 33. Many

younger people prefer instead

to use social networking sites

like Facebook and Twitter.

Source: Verne G. Kopytoff, “Blogging by Young on Decline,”

The Columbus Dispatch, March 1,

2011, http://www.dispatch.com/

live/content/life/stories/2011/03/01/

blogging-by-young-on- decline.

html?sid 5 101 .

Among the tips offered by

Christine Erickson for using

social networking tools to

market a business are to see

if a vanity URL is available,

use social plug-ins wherever

possible, and provide local

content, such as a promotion

at a nearby venue or messages

customized to languages

spoken in an area. A variety

of apps exist to help business

users, such as Hootsuite,

which lets users publish once

but distribute messages

across multiple tools, such as

Facebook, Twitter, LinkedIn,

and Google 1  .

Source: Christine Erickson, “9 Tips for Small Business Marketing on

Facebook,” February 20, 2012,

http://mashable.com/2012/02/20/

facebook-marketing-small-business/ .

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228 Unit Three Letters, Memos, E-Mail, and Web Writing

in a professional setting is different than blogging in a personal one. For instance, many

bloggers feel free to share deeply personal information about themselves or unflattering

opinions about people in their lives or the companies they work for. To do so in a busi-

ness situation might be considered inappropriate. In fact, some employees have been dis-

ciplined or fired for doing just that, such as programmer Mark Jen, whose complaints

about the health care benefits and free food policy of his employer, Google, got him fired.

Retired General Motors (GM) Vice Chairman Bob Lutz joined the growing ranks of top

executives who are blogging; his FastLane Blog attracts both supporters and detractors of

GM’s vehicles, but Lutz’s balanced responses have won him praise. 4

Remember that if companies own or pay for computer resources, they may be entitled

to access e-mail and blogs created by employees on their systems. In addition, blogs may

be cached just like web pages, meaning that years after the fact someone may be able to

access an otherwise nonexistent blog.

Websites such as blogger.com and businessblogconsulting.com provide information on

creating blogs and how and where to post them. Search engines for blogs include Google

Blog, Technorati, and Blogdigger.

To create a blog for business, Jeff Wuorio suggests these basics: 5

• Identify your audience.

• Decide where your blog should live.

• Start talking.

• Get into the practice of “blog rolling,” or linking to websites and other blogs.

• Emphasize keywords.

• Keep it fresh.

• Watch your traffic closely.

Can I use social networking tools for business situations? LO 13-7

▶ Yes, as long as you keep things professional.

Many social networking tools are now used by businesses and business profession- als to communicate the latest news about themselves, products and services, or even

available jobs. While being “plugged in” can provide a greater network of contacts to

draw from than in more traditional settings, disclosing information of any kind on the

web can expose people to unwanted attention. Choose carefully based on your comfort

level.

Be professional when using

social networking sites like

Facebook or LinkedIn for

business. Images, music,

and text should be office-

appropriate, and avoid

criticizing co-workers or past

or present employers. You

can use social networking

to connect with other

professionals or even to look

for a job.

Derogatory speech is obviously

foolish, but posting it in the

digital age invites far greater

scrutiny than ever before.

Recent faux pas include

broadcaster Tony Bruno’s

tweet slamming San Francisco

Giants pitcher Ramon Ramirez,

originally from the Dominican

Republic, as an “illegal alien.”

The baseless comment was

similar to slurs from Mike

Bacsik about “Mexicans in San

Antonio” that got him fired.

University of California at Los

Angeles student Alexandra

Wallace posted a video titled

“Asians at the Library” that,

among other things, mocked

students calling relatives after

the Japan Tsunami. Thousands

of Facebook users decried

the video, and Wallace later

dropped out after reports of

death threats. Soon after Amy

Winehouse died, Microsoft

angered people by tweeting

that fans could honor the singer

by buying her album from the

company’s Zune website.

Sources: ‘Duk, “Radio Host Tony Bruno Calls Ramirez an ‘Illegal

Alien’ After Plunking,” August 6,

2011, http://sports.yahoo.com/mlb/

blog/big_league_stew/post/Radio-

host-Tony-Bruno-calls-Ramirez-an-

8216-il?urn 5 mlb-wp15190 ;

“Bacsik Fired for Racially Insensitive

Tweet,” ESPN, April 27, 2010,

http://sports.espn.go.com/dallas/

mlb/news/story?id 5 5141002 ;

Simone Wilson, “Alexandra

Wallace, UCLA Students, Rants

on Asians for Phoning Tsunami

victims in the Library,” March 14,

2011, http://blogs.laweekly.com/

informer/2011/03/alexandra_

wallace_ucla_girl_rant_asians_

in_the_library.php ; and Deborah

Netburn, “Microsoft Apologizes

for Winehouse Tweet,” The Los

Angeles Times, July 25, 2011,

http://latimesblogs.latimes.com/

technology/2011/07/microsofts-

amy-winehouse-tweet-inspired-

disgust-in-twittersphere.html .

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Module 13 E-Mail Messages, Web Writing, and Technology 229

Many users still blur the line between what is appropriate personally and

professionally. A racy photo from a party might be fine with personal friends, but poten-

tial or current employers could feel otherwise. Recent awkward situations show the pit-

falls of forgetting that the audience for social networking sites, as with blogging, may be

larger than users appreciate. For example, after being diagnosed with depression, IBM’s

Natalie Blanchard began receiving sick leave payments. Months later, they abruptly

stopped. She said when she called to find out why, her insurer, Manulife, explained

Facebook photos of her having fun at a bar and on the beach showed she was ready to

return to work. 6

Remember, when using a social networking tool in business:

• Keep things professional. If it’s inappropriate at work, it’s inappropriate online. That

includes comments, images, and music. (◀◀ Module 9 for tips on keeping a professional image.)

• Know who your online friends are, as well as who their friends are. Choose your friends

wisely, and set your privacy controls accordingly.

• Know that once information is online, it might be possible to retrieve it again in the

future, even after you’ve deleted items or the page.

• Read user agreements carefully. A site may, for instance, state that in exchange for

letting you post, you agree to let it monitor communication or sell personal information

to marketers.

• When in doubt, create two pages: one for personal friends and one for business ones.

Sites include tutorials or help functions to get started. Technology evolves quickly,

meaning tools and techniques to use them can change at any time. Stay on top of changes

by visiting sites often. Upgrade to the latest versions of software when warranted. Under-

stand, too, that just as one tool becomes popular or fades into obscurity, several more are

likely on the way.

Facebook and MySpace

Though they format information differently, facebook.com and myspace.com both let

users create a page with personal information, such as name, photos, and biography. They

also have the option to include sound or video, as well as to blog or link to one. Users can

make the information public so that all visitors have access, or they can set the page to

private, meaning only those given permission can view beyond a limited first page. With Facebook and MySpace, users link to friends, or specific users within the site’s popula- tion. When new information is posted, friends can get updates and respond to comments

left on their pages. Users can also join groups according to shared interests, such as their

hobbies, college, or companies, becoming fans. While basic services are free, there may be paid services available as well. Facebook,

for instance, allows users to purchase advertising that targets specific audiences based

on interests or affiliation. Users increasingly are turning to Facebook and MySpace to

seek out jobs, either through postings or through communicating with their network

of friends.

Spoke and LinkedIn

Spoke.com and linkedin.com were designed for traditional business networking pur-

poses. As with their more personal counterparts, they let users supply information, such

as profession and education; users may also post résumés, look for jobs, list past employ-

ers, or in some cases even ask the user community general questions, similar to features

found on search engines. The advantage is that users are business professionals, and as

this book goes to press, LinkedIn alone reports more than 160 million users, including

job recruiters.

For an organization’s social

networking pages, also keep

in mind:

• Update pages frequently—at

least several times a week.

Newsfeeds, in particular,

must pique the interest

of followers with timely

information. Post new photos

and images. Create events.

• Make one person

responsible for updating the

company page. Designate

someone in a department to

be the “point person.”

• Consider carefully any

decisions to run ads on

the company page. Make

sure ads and their sponsors

match your organization’s

expectations.

• Understand the value of

“word of mouth” advertising.

Social networking sites

thrive on it.

• Explore the features that

social networking sites

provide. Facebook, for

instance, allows users to

locate audiences based

on general interests and

style. You can also sponsor

stories, run your own ads,

and even schedule posts

ahead of time.

Site to See

Go to

www.fansbuy.org/using- facebook-for-business/ for 20 tips on using Facebook

in business. If it doesn’t fit,

move this Site to See to the

column bottom on the next

page, please.

Go to

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230 Unit Three Letters, Memos, E-Mail, and Web Writing

Twitter

Twitter integrates computers and cell phones for sharing quick messages, or tweets. Snappy blurbs of 140 characters or fewer are the norm, and users can link to friends so that updates

are in real time. Like his boss and other high-profile U.S. officials, former White House

Press Secretary Robert Gibbs joined the ranks of those tweeting, which also included

CEOs like Tony Hsieh and Steve Jobs and celebrities like Jay-Z, Miley Cyrus, and Brit-

ney Spears. Users can also find the latest headlines from organizations like CNN and Fox

News. DePaul University even offers a class on twittering. 7 The key to effective tweeting is

to keep messages brief, timely, and catchy.

YouTube

Youtube.com revolutionized the way people create and access video on the web. Visitors

can find everything from amateur skits and home movies to professional training videos,

movie trailers, and even some films and television shows. Some professionals upload video

résumés [▶▶ Module 28] to the site, which like most sites has a search function.

What other technologies use the Internet? LO 13-8

▶ Fax, phone, instant messaging, and videoconferencing services are all available on the web.

The Internet is making it possible for many services, such as fax and phone, to be

handled through the web, sometimes at reduced cost compared to traditional means. Oper-

ating systems such as Windows 8 provide rudimentary fax capability.

According to a report by the

Pew Internet and American Life

Project, Latino- and Hispanic-

Americans are embracing such

web technology as social media

faster than other groups in the

U.S. For example, 54.2% of

Hispanics online use Facebook

compared to 47.7% for non-

Latino blacks and 43% for

non-Latino whites. U.S. Latinos

and Hispanics also increasingly

use smartphones rather than

computers to access services.

Source: Adrian Carrasquillo, “How Latinos Will Use Social

Media to Change the World,”

January 11, 2011, Fox News,

http://latino.foxnews.com/

latino/lifestyle/2011/01/11/

latinos-rule-social-media/ .

Keep business tweets simple

and professional. Messages

must be 140 characters or

less. If you have long web

addresses to post, free sites

like tinyurl.com can shorten

them for you. Remember, too,

that users are drawn to current

information, so frequently

tweeting relevant news is a

good strategy to keep people

following you.

Cell phones have changed how

people live their lives—as well

as manners. “Loutish cell use

is out of control,” Microsoft’s

Joanna L. Krotz contends,

and she suggests users never

take calls during business

meetings, stay at least 10 feet

from anyone while talking, and

never talk in enclosed public

spaces, such as elevators

or bathrooms. Things have

gotten so bad that New York

Philharmonic conductor Alan

Gilbert stopped a performance

of Mahler’s Ninth Symphony

until an audience member

silenced his ringing phone—to

the applause of outraged

concertgoers. J. J. McCorvey

notes that businesses

should create cell phone use

policies for both legal and

etiquette reasons. Among

his recommendations are to

make the vibrate function the

workplace default, specify there

(continued)

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Module 13 E-Mail Messages, Web Writing, and Technology 231

Smartphones continue to evolve quickly in form and function, allowing users to

talk, text, e-mail, surf the web, take photos and video, and more. These capabilities

will continue to grow in number and sophistication, creating more features but also

an ongoing learning curve for users. Many people are concerned about cell phone

etiquette, as they are offended by interruptions and loud or inappropriate conversa-

tions in such spaces as theaters, classrooms, restaurants, houses of worship, and even

restrooms.

Many companies now provide or subscribe to instant messaging services for employ-

ees, and companies such as Yahoo! and MSN have instant messaging features for gen-

eral users. As with a telephone conversation, instant messaging requires people to respond

quickly but also to think carefully about what they are going to say. Instant messages can

be saved for future reference.

Videoconferencing sites like Skype are making it possible for people in different loca-

tions to meet “face-to-face” without ever leaving the office. Rising fuel costs and the drive

for greater efficiency are making videoconferencing an attractive alternative to travel, but

there are limitations. Cameras still produce two-dimensional images of limited scope,

sound may be tinny, and video infrequently captures a person’s warmth or physical pres-

ence. People speaking into a camera must remember, too, that their movements appear

opposite to people watching them—a gesture to the speaker’s right, for instance, will

appear to the audience’s left.

New technologies are often attractive, but choose wisely which is appropriate for you.

Remember that technology is only as valuable as it is useful.

is no expectation of privacy

on a business phone, and

clarify content and language

guidelines for business.

Sources: Joanna Krotz, “Cell Phone Etiquette: 10 Dos and

Don’ts,” 2011, http://www.

microsoft.com/business/

en-us/resources/technology/

communications/cell-phone-

etiquette-10-dos-and-donts.

aspx?fbid 5 GI6G_TpfYbp ; Maura

Judkis, “N.Y. Philharmonic Phone

Disruption: A Cell-Phone Etiquette

Reminder,” The Washington Post,

January 13, 2012, http://www.

washingtonpost.com/blogs/

arts-post/post/ny-philharmonic-

phone-disruption-a-cell-phone-

etiquette-reminder/2012/01/13/

gIQActV9vP_blog.html ; and

J. J. McCorvey, “How to Create a

Cell Phone Policy,” Inc., February

10, 2011, http://www.inc.com/

guides/how-to-create-a-cell-phone-

policy.html .

(continued)

Summary of Learning Objectives

• Most e-mail programs prompt you to supply the various parts of

the format. (LO 13-1) • Some aspects of e-mail format are still evolving. In particular,

some writers treat e-mail messages as if they were informal let-

ters; some treat them as memos. (LO 13-1) • If you prepare your document in a word processor, use two-inch

side margins to create short line lengths. (LO 13-1) • Subject lines for e-mail messages must be specific, concise, and

catchy. (LO 13-2) • If your message is short, you may be able to put it in the subject

line. (LO 13-2) • Create e-mail messages that people can read and act on quickly.

(LO 13-3) • E-mail is especially appropriate for positive and informative

messages. Major negatives, however, should not be delivered by

e-mail. (LO 13-3) • Never write e-mail messages when you’re angry. (LO 13-3) • Flaming is writing insulting or hostile e-mail messages. Avoid

this behavior. (LO 13-3) • When you ask in e-mail for something small or part of a read-

er’s job duties, your request can be straightforward. When you

ask for something big or outside their normal job duties, let

your first paragraph specify the request so the reader views it

positively. Let the second paragraph provide an overview of the

evidence the rest of the message will provide. (LO 13-3) • Create folders, mailboxes, and filters to keep e-mail messages

organized. (LO 13-4) • Use time-saving efforts, such as reviewing time obligations and clar-

ifying your goals, with other activities besides e-mailing. (LO 13-4) • For good “netiquette,” in addition to avoiding flaming and writ-

ing e-mail messages when angry: (LO 13-5)

• Use full caps only to emphasize a single word or two.

• Send people only messages they need.

• Adapt your messages to the recipient’s system when pos-

sible. Include only the part of your original message needed

by the reader when responding to a message.

• Sending attachments makes the most sense when you send

(LO 13-6) • A long text document.

• A text document with extensive formatting.

• A nontext file.

• A computer virus is a script that harms your computer or erases data. You can get a virus through e-mail and through attach-

ments. Use antivirus software as a defense. (LO 13-6) • Use good business writing principles when writing for the web,

but consider how people will interact with the text, too. Where

possible, work with web page designers while writing, and test

the page and content with people who will be using the page.

(LO 13-7) • If you blog on the job, keep it professional. Stay away from

sharing deeply personal information about yourself or unflatter-

ing opinions about people in your life or the company you work

for. (LO 13-7) • You can use social networking sites in business so long as you

keep things professional. (LO 13-7) • If it isn’t appropriate for work, it isn’t appropriate to post.

• Sites to consider using are MySpace, Facebook, Spoke, Linke-

dIn, Twitter, and YouTube. (LO 13-7) • Fax, phone, instant messaging, and videoconferencing services

are all available on the web. (LO 13-8) • Remember, technology is only as valuable as it is useful.

(LO 13-8)

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232 Unit Three Letters, Memos, E-Mail, and Web Writing

Assignments for Module 13

13.1 How do subject lines for e-mail messages differ from those for paper messages? (LO 13-2)

13.2 Should e-mail messages use you-attitude, positive emphasis, and reader benefits? (LO 13-3)

13.3 What is flaming? (LO 13-3, LO 13-5) Questions for Comprehension

13.4 Why should you be flexible when using different e-mail systems? (LO 13-1)

13.5 Why is e-mail better for informative and positive messages than for negative ones? (LO 13-2)

13.6 Why is it OK for your boss to send you a message with the subject line “To Do,” even though that wouldn’t

work when you need to ask a colleague to do something?

(LO 13-2)

13.7 Why should negative and persuasive e-mail messages be more direct than their paper counterparts? (LO 13-3)

Questions for Critical Thinking

You’re a member of a self-managed team on a factory

assembly line. When you check the team’s e-mail, you

find this message from the factory’s Quality Assurance

Manager:

Exercises and Problems

13.8 Calming an Angry Co-worker (LO 13-1 to LO 13-3)

Subject: Holes in Your Heads?

Yesterday in the scrap bin I found a casting with three times too many holes in it.

How could a machinist make such a mistake? What’s going on?

The answer is simple. The extra holes come not from

crazy machinists but from crafty ones. Your team uses

old machines that aren’t computerized. When you make

a part on those machines, you have to drill a test piece

first to be sure that the alignment and size of the holes

are correct. This testing has to be done every time you set

up for a new run. Your team has figured out that you can

use less material by reusing the test piece until it resem-

bles Swiss cheese, rather than throwing it away after a

single testing. Your team is one of the most efficient in

the plant, thanks to creative moves like this one. Write an

e-mail response.

Your organization has traditionally given employees sev-

eral holidays off: New Year’s; Martin Luther King, Jr.,

Day; Independence Day; Veterans’ Day; Thanksgiving; and

Christmas. Employees who celebrate other holidays (e.g.,

Good Friday, Yom Kippur, Ramadan, Chinese New Year,

the Hindu holiday Diwali) have been able to take those

days off with the consent of their supervisors. But some

employees have complained that it is unfair to depend on

the goodwill of supervisors. And now a few other employ-

ees have complained that people who honor other holidays

are getting “extra” days off since they take those days in

addition to the standard holidays.

Therefore, the executive committee of your organiza-

tion has decided to allow employees any 10 days off for

holidays; they will have to tell their supervisors which days

they plan to take off. People will be asked in December

which holidays they want to take off in the following year.

People can change their minds during the year as long as

they have not yet taken off the full 10 holidays. Any reli-

gious, ethnic, or cultural holiday is acceptable. (Someone

who wants to take off Cinco de Mayo or Bastille Day can do so.) Vacations, personal days off, and sick days are not

affected by this policy.

As vice president for human resources, write an e-mail

to all employees, announcing the new policy.

Hints:

• Pick a business, government, or nonprofit organization

that you know something about.

• Will the office be “open” every day? If not, do all

employees already have keys, or will they need to pick

them up so they can get into the office to work days that

few other people work?

• See www.holidayfestival.com for a list of holidays in

various countries.

• Use your analysis from Problem 2.13.

13.9 Announcing Holiday Diversity (LO 13-1 to LO 13-3)

Your employees’ health insurance allows them to choose from

one of three health maintenance organizations (HMOs). Once

the employee has selected an HMO, he or she must get all

medical care (except for out-of-state emergency care) from the

HMO. Employees receive a listing of the doctors and hospi-

tals affiliated with each HMO when they join the company and

13.10 Refusing to Pay an Out-of-Network Bill (LO 13-1 to LO 13-3)

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Module 13 E-Mail Messages, Web Writing, and Technology 233

pick an HMO. They get to choose again each October when

they have a one-month “open enrollment period” to change to

another of the three HMOs if they choose.

As director of employee benefits, you’ve received an

angry e-mail from Alvin Reineke. Alvin had just received

a statement from his HMO stating that it would not pay

for the costs of his hernia operation two months ago at

St. Catherine’s Hospital in your city. Alvin is furious: One

of the reasons he accepted a job with your company six

months ago was its excellent health care coverage. He feels

the company lied to him and should pay for his (rather

large) hospital bill because the HMO refuses to do so.

The HMO that Alvin had selected uses two hospitals, but

not St. Catherine’s. When Alvin joined the company six months

ago, he, like all new employees, received a thick booklet

explaining the HMO options. Perhaps he did not take the time

to read it carefully. But that’s not your fault. Alvin can change

plans during the next open enrollment, but even if he switched to

an HMO that included St. Catherine’s, that HMO wouldn’t pay

for surgery performed before he joined that HMO.

Write an e-mail message to Alvin giving him the bad news.

Hints:

• What tone should you use? Should you be sympathetic?

Should you remind him that this is his own fault?

• Is there any help you can give Alvin (e.g., information

about credit union short-term loans or even information

about negotiating payment terms with the hospital)?

• What can you do to make Alvin feel that the company

has not lied to him?

Today, you received the following e-mail message from

your boss:

13.11 Saying No to the Boss (LO 13-1 to LO 13-3)

Your organization has a web page, but its address isn’t

on all your business communication materials (stationery,

business cards, invoices, product packaging, brochures, cat-

alogs, voice-mail announcements, e-mail signatures, pro-

motional items such as pens, coffee cups, and mouse pads).

Adding the URL would promote the website (and suggest

that your organization is up-to-date).

As Your Instructor Directs,

a. Identify the person in your organization with the power to

authorize adding the URL to physical materials, and e-mail

that person asking him or her to authorize this change.

b. Write an e-mail to all employees, asking them to add the

URL and a brief message promoting the organization to

their e-mail signature blocks.

13.13 Suggesting a Change in Your Organization’s Communication Materials (LO 13-1 to LO 13-3)

Send a question or other message that calls for a response to

a website. You could

• Ask a question about a product.

• Apply for an internship or a job (assuming you’d really

like to work there).

• Ask for information about an internship or a job.

• Ask a question about an organization or a candidate

before you donate money or volunteer.

• Offer to volunteer for an organization or a candidate. You

can offer to do something small and onetime (e.g., spend

an afternoon stuffing envelopes, put up a yard sign), or

you can, if you want to, offer to do something more time-

consuming or even ongoing.

As Your Instructor Directs,

a. Turn in a copy of your e-mail message and the response

you received.

b. Critique messages written by other students in your

class. Suggest ways the messages could be clearer and

more persuasive.

c. Write a memo evaluating your message and the

response, using the checklists for Modules 12 and 10,

respectively. If you did not receive a response, did the

fault lie with your message?

d. Make an oral presentation to the class, evaluating your

message and the response, using the checklists for Mod-

ules 12 and 10, respectively. If you did not receive a

response, did the fault lie with your message?

Hints:

• Does the organization ask for questions or offers? Or

will yours “come out of the blue”?

• How difficult will it be for the organization to supply

the information you’re asking for or to do what you’re

asking it to do? If you’re applying for an internship or

offering to volunteer, what skills can you offer? How

much competition do you have?

• What can you do to build your own credibility, so

that the organization takes your question or request

seriously?

13.12 Sending a Question to a Website (LO 13-1 to LO 13-3)

Subject: Oversee United Way

I’m appointing you to be the company representative to oversee United Way. You’ve

done a good job the last three years, so this year should be a piece of cake!

It’s true that you know exactly what to do. The job

wouldn’t be hard for you. But that’s just the problem. You

wouldn’t learn anything, either. You’d rather have an assign-

ment that would stretch you, teach you new skills, or enable

you to interact with new people. Continuing to grow is your

insurance of continued employability and mobility. Three

upcoming projects in your division might offer growth:

creating videos for a “town meeting” for all employees to

be held at the beginning of next quarter, creating an intranet

for the company, or serving on the diversity committee.

Any of these would be time-consuming, but no more time-

consuming than running the United Way campaign.

Write to your boss, asking for something more chal-

lenging to do.

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234 Unit Three Letters, Memos, E-Mail, and Web Writing

Hints:

• Pick a business, nonprofit, or government organization

you know something about. What materials does it pro-

duce? Which lack the URL?

• Will the reader know you? Has your organization

asked for suggestions, or will this come “out of the

blue”?

• What should be done with materials already printed or

manufactured that lack the web address? Should they be

discarded, or used until they run out?

• Who in your organization has the authority to authorize

this change?

• What exactly do you want your reader to do? What infor-

mation does your reader need?

As manager of consumer affairs for your company, you

received the following e-mail message:

13.15 Addressing a Customer Complaint about a Coupon (LO 13-1 to LO 13-3)

Today, the following message shows up in your e-mail

inbox from your boss:

13.14 Asking for More Time and/or Resources (LO 13-1 to LO 13-3)

Subject: Fwd: Want Climate Report

This request has come down from the CEO. I’m delegating it to you. See me a couple of days

before the board meeting—the fi rst Monday of next month—so we can go over your presentation.

>I want a report on the climate for underrepresented groups in our organization. A presentation at

>the last board of directors’ meeting showed that while we do a good job of hiring women and

>minorities, few of them rise to the top. The directors suspect that our climate may not be

>supportive and want information on it. Please prepare a presentation for the next meeting. You’ll

>have 15 minutes.

Making a presentation to the company’s board of directors

can really help your career. But preparing a good presenta-

tion and report will take time. You can look at exit reports

filed by human resources when people leave the company,

but you’ll also need to interview people—lots of people.

And you’re already working 60 hours a week on three

major projects, one of which is behind schedule. Can one

of the projects wait? Can someone else take one of the proj-

ects? Can you get some help? Should you do just enough to

get by? Ask your boss for advice—in a way that makes you

look like a committed employee, not a slacker.

My name is Jan Hofbauer, and I recently visited one of your Kelly Green apparel stores in Denver.

While I am a long-time customer who enjoys the many great styles you have to offer, I was dis-

mayed by my experience.

I wanted to use a coupon I received via e-mail for 20% off any single item. But when I tried to use

the coupon, I was told there were restrictions, including it only being applicable to regularly priced

merchandise.

I explained to the manager that nowhere on the coupon was a statement to that effect. When she

said the statement appears on the Kelly Green web page, I pointed out I wasn’t on the Internet, I

was in the store! She would not honor the coupon, but since I had spent 30 minutes of valuable time

picking out the sweater, I purchased it anyway.

It’s unfair to wait until after a customer has taken time out of her busy schedule to drive to the store

to tell her of restrictions. If anything, this all seems like fraud. She should have honored the coupon.

What I want to know now is what are you going to do to keep me as a customer?

Jan Hofbauer

After further research, you discovered the coupon was

sent as a promotion for the Kelly Green web page. In fact,

in the e-mail message and on the coupon, a statement prom-

inently indicates it is only good for use at the web page

and that some restrictions apply. When customers click on

the link to the web page, a statement further explaining

restrictions appears, including the coupon being for regu-

larly priced items. Therefore, you don’t feel it’s appropriate

to give Ms. Hofbauer a 20% credit on her Visa card.

However, you are willing to give her a 10% credit for

being a loyal customer and for her troubles. Write an e-mail

message to Ms. Hofbauer explaining your decision.

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Module 13 E-Mail Messages, Web Writing, and Technology 235

Your small but prestigious financial services firm has a web

page that increasingly gets traffic and now you, the com-

munications director, want to convince upper management

to branch out to Facebook and Twitter pages. But several of

the senior partners think that social networking sites are too

trendy and informal and don’t accurately reflect the firm’s

conservative culture. They would prefer that most com-

munication with clients happens by phone, letter, or face

to face, and though they are comfortable with e-mail, feel

that it is best left for internal communication. You know

that convincing the senior partners to adopt more modern

strategies will be tough, but you also know the firm stands

to lose its competitive edge in a rapidly changing world if

they don’t.

As your instructor directs,

a. Identify the person or persons in the firm who might help

you establish credibility on technical matters. What addi-

tional resources might help you to establish a claim that

social networking will help the firm? What information

might you collect that can further bolster your claims?

b. Write an e-mail message to the senior partners request-

ing the firm use social networking. (Alternatively, write a

paper message if you believe that e-mail is too informal.)

Hints:

• Consider the potential impacts. Clearly, the move to

include social networking in marketing and communica-

tion efforts reflects a shift in organizational culture. How

might you persuade people firmly invested in the sta-

tus quo that changes are both necessary and beneficial?

What objections might they have?

• Do research. Are there examples or case studies of simi-

lar organizations adopting social networking? What can

you learn from their experiences that would be helpful in

your message?

• Think creatively. Is there a way to test social networking out

on a smaller scale with the firm before going “live” to clients?

• Consider company resources. What would be needed in

terms of finances, training, equipment, and personnel to

use social networking? If the needed resources are mini-

mal, how might that make your appeal more attractive?

13.16 Requesting Your Firm Use Social Networking (LO 13-1 to LO 13-3, LO 13-7)

Pronouns must agree with the nouns to which they refer in two

ways: (1) person and (2) number—singular or plural.

Making Nouns and Pronouns Agree

Polishing Your Prose

Singular Plural

First-person I, my, mine, me, myself we, our, us, ourselves

Second-person you, your, yourself you, your, our, ours, yourselves

Third-person he, she, it, him, her, his, hers they, their, them, themselves

Incorrect: In my internship, I learned that you have to manage your time wisely.

Correct: In my internship, I learned to manage my time wisely.

Incorrect: The sales team reached their goal. Correct: The sales team reached its goal.

U.S. usage treats company names and the words company and government as singular nouns. In Great Britain and those countries using the British System, these nouns are plural and require plural pronouns:

Correct (U.S.): Nationwide Insurance trains its agents well. Correct (U.K.): Lloyds of London train their agents well.

Exercises

Correct any noun–pronoun agreement errors, following U.S. style.

Note that some sentences do not contain errors.

1. My college lowered their parking sticker costs about $10 a year.

2. When Kelea and Shawn arrived together from Portland, she both

decided to walk rather than take a shuttle to the airport hotel.

3. You have to mind your Ps and Qs, I discovered, if you’re

going to get ahead in this world.

4. The Building and Zoning Department got their act together

and beat the Marketing Department in the final inning of the

company softball game.

5. Victor said her greatest achievement was being selected as

“Man of the Year” by the Rotary Club.

6. With few changes to their production model, Jacoby, Inc.,

expects to start manufacturing in a few weeks.

7. My mother told me that when she was a little girl, she learned

you can’t always believe what you hear.

8. Madison told me their purse got left in the restaurant—his

smartphone was inside of it.

9. At Singh and Associates, I told my parents, I learned you have

to do your best to get noticed.

10. The best things about Netflix is the way they make sure their

procedures are easy to follow.

Check your answers to the odd-numbered exercises at the back of the book.

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236 Unit Three Letters, Memos, E-Mail, and Web Writing

Unit 3 Cases for Communicators The Real Price of a Cheap Flight

In July 2012, United Airlines began offering refunds to passengers

who had taken advantage of a computer glitch to book flights to

Hong Kong or other destinations in Asia that connected to the city

in exchange for four frequent flier miles, plus government taxes. A

business class seat on United to Hong Kong typically costs about

$8,500, or 120,000 frequent flier miles. First class is about $2,000

more, or 20,000 miles.

Before United officials realized the error, people shared news of

it on sites throughout the web, and though United won’t confirm

the final numbers, hundreds, if not thousands, of people bought

tickets. However, United eventually stopped selling tickets and

announced it wasn’t honoring the tickets already sold. Refunds

would instead be offered, though people who had already started

their trip would be able to finish it.

Complicating the problem, the U.S. Department of Transporta-

tion (DOT) had recently enacted rules that prohibit airlines from

increasing prices after consumers make their purchase, so some

consumers complained that United was violating that rule. At heart

is at what point the glitch appeared. Initially, purchasers were given

the correct price. It was only after they actually went to the screen

to book the fare that the error appeared.

Individual Activity

As the customer service director at United, you have received hun-

dreds of e-mail messages from angry customers who thought they

were booking the cheap flights to Hong Kong. In particular, many

of them feel that United is ducking responsibility for the error and

breaking the law by ignoring the DOT regulations. Write an e-mail

message explaining to them that the initial screen at the point of pur-

chase explained the correct amount customers would be charged and

that by pressing “Book Flight Now” there, they were acknowledg-

ing the correct price, regardless of what showed up on the following

screen. United regrets the error but sees it as an honest technical mis-

take rather than an attempt to avoid honoring a claim.

As you plan your correspondence, consider the following:

• What should my subject line convey?

• How can I organize the message in a positive, problem-solving way?

• Will I include reader benefits in the message?

As you evaluate your draft, consider these questions:

• Is my subject line specific, concise, and clear?

• Did I organize this message using the following pattern for pos-

itive messages?

Main Point

Details

Negatives

Reader Benefits

Goodwill Ending

• Did I use PAIBOC (Purpose, Audience, Information, Benefits,

Objections, Context) to help me write a positive message?

• Did I successfully create you-attitude in this message?

Be sure to check your grammar and proofread the message by

eye as well as by spell-check!

Group Activity

You want the Department of Transportation to understand that United

operated in good faith when the computer glitch occurred, and you

want to allay any concerns that similar problems will happen in the

future. In particular, you want the DOT to know that once the company

was aware of the error, the site was shut down and refunds were imme-

diately processed. However, you have heard that some irate customers

are lobbying the agency to consider legal action against United.

Your IT Department has provided a report on what went wrong.

Maintenance on the web page was actually done by a third party,

subcontracted through the department. Responsibility for making

sure information on the site was current and correct was that com-

pany’s, and there is an indemnity clause in the contract stating that

United will not be held liable for any mistakes made by the third

party. Regardless, however, of who ultimately is held fiducially

responsible, the damage to United’s reputation from a DOT inves-

tigation could be great and affect future sales.

Write a letter to DOT officials explaining the results of United’s

internal investigation and requesting that no further action be taken

regarding whether United violated DOT regulations. Before you

write the letter, discuss the following issues with your colleagues:

• What should the subject line convey, if anything?

• Which persuasive strategy—direct request or problem

solving—is appropriate in this situation?

• Which of the following patterns is better?

Shared Problem

Details

Solution

Negatives

Reader Benefits

Request for Action

Or

Request of Action

Details

Request for Action

• What types of possible objections or responses are expected?

• What benefits, if any, could be highlighted?

Use your answers to these questions to draft the letter. Then work

together with your group to craft the final language for this message.

As you write, ask these questions:

1. Did we include information to negate possible objections or

responses to the message?

2. Did we follow the correct organization for the persuasive strat-

egy we are using?

3. Did we use PAIBOC (Purpose, Audience, Information, Bene-

fits, Objections, Context) to help us write a persuasive message?

4. Did we successfully create you-attitude in this letter?

Watchdog audiences like the DOT are key to the success of

United, so be sure to think carefully about the tone of the letter.

Remember, these folks have a stake in United’s future, too!

Source: Scott Mayerowitz, “The Battle Over $33 Flights to Hong Kong,” July 19, 2012, http://news.yahoo.com/battle-over-33-flights-hong-kong-

200052930-finance.html .

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Module 16 Revising Sentences and Paragraphs

Module 15 Choosing the Right Word

Module 14 Editing for Grammar and Punctuation

Polishing Your Writing 4

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238

14

LEARNING OBJECTIVES

Editing for Grammar and Punctuation

W ith the possible exception of spelling, grammar is the aspect of writing that writers seem to find

most troublesome. Faulty grammar is often what executives are objecting to when they com-

plain that college graduates or MBAs “can’t write.”

The modules in this unit gather advice about grammar, punctuation, words, and sentence and para-

graph revision. Many of these topics are also treated in the Polishing Your Prose sections at the end of

each module. For a list, see the inside front cover.

LO 14-1 Apply strategies for professional image creation with grammar and

mechanics.

LO 14-2 Apply principles for common grammatical error correction.

LO 14-3 Apply principles for sentence error correction.

LO 14-4 Evaluate situations for comma use.

LO 14-5 Apply principles for punctuation use inside sentences.

LO 14-6 Apply principles for source quotation.

LO 14-7 Apply principles for number and date use.

LO 14-8 Apply standard proofreading marks throughout the writing process.

Module 14 focuses on solutions to common errors with grammar and punctuation. After completing

the module, you should be able to

Module

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239

Grammar and mechanics present a paradox. On the one hand,

grammar and punctuation are the least important part of any

message: The ideas and their arrangement matter far more.

On the other hand, many business leaders see good grammar

and mechanics as essential to creating effective messages—

and to demonstrating quality. The College Board’s National

Commission on Writing found 95.2% of survey respondents

said spelling, punctuation, and grammar were “important” or

“extremely important.” Companies surveyed included Ameri-

can Express, Boeing, Ford Motor Company, IBM, J. P. Morgan

Chase, MetLife, Pfizer, Sears, and Verizon Communications.

“In most cases, writing ability could be your ticket in . . . or

it could be a ticket out,” noted one participant, while another

said of promotion, “You can’t move up without writing skills.”

Errors also create a negative image of the writer. Professor

Larry Beason found that businesspeople judged the authors of

errors to be not only poor writers but also poor businesspeople.

Negative judgments included the following:

• Careless and hasty

• Uncaring (about reader or message)

• Problems with thinking and logic

• Not a detail person—what will you do with numbers?

• Poor oral communicator

• Uneducated

So grammar and punctuation can be the most important part of

your message.

Occasionally, errors in grammar and punctuation hide the

writer’s meaning. More often, it’s possible to figure out what

the writer probably meant, but the mistake still sends the wrong

message (and can be an excuse for a hostile reader or an oppos-

ing attorney).

Don’t try to fix errors in your first and second drafts. The brain

can’t attend both to big ideas and to sentence-level concerns at the

same time. But do save time to check your almost-final draft to

eliminate any errors in grammar, punctuation, and word choice.

Most writers make a small number of grammatical errors

repeatedly. Most readers care deeply about only a few gram-

matical points. Keep track of the feedback you get (from your

instructors now, from your supervisors later) and put your

energy into correcting the errors that bother the people who

read what you write. A command of standard grammar will

help you build the credible, professional image you want to

create with everything you write.

Sources: Writing: A Ticket to Work . . . Or a Ticket Out: A Survey of Business Leaders, Report of The National Commission on Writing for America’s Families, Schools, and Colleges, College Entrance Examination

Board, September 2004; and Larry Beason, “Ethos and Error: How

Business People React to Errors,” CCC 53:1, September 2001.

Building a Critical Skill

Creating a Professional Image, 2 LO 14-1

What grammatical errors do I need to be able to fix? LO 14-2

▶ Learn how to fix these six errors.

Good writers can edit to achieve subject–verb and noun–pronoun agreement, to use the

right case for pronouns, to avoid dangling and misplaced modifiers, and to correct parallel

structure and predication errors.

Agreement

Subjects and verbs agree when they are both singular or both plural.

Incorrect: The accountants who conducted the audit was recommended highly. Correct: The accountants who conducted the audit were recommended highly.

Subject–verb agreement errors often occur when other words come between the subject

and the verb. Edit your draft by finding the subject and the verb of each sentence.

U.S. usage treats company names and the words company and government as singular nouns. British usage treats them as plural:

Correct (U.S.): State Farm Insurance trains its agents well. Correct (Great Lloyds of London train their agents well. Britain):

Rutgers University Professor

Jack Lynch sees attention to

grammar as at least as much

an issue of class warfare as it

is of making communication

understandable. Correcting a

split infinitive—such as Star

Trek ’s “to boldly go”—gives

people “access to power,” not

because all grammarians agree

that splitting an infinitive in

English is wrong but because

people in power may think it is.

Source: Laura Miller, “Memo to Grammar Cops: Back Off!” Salon,

April 18, 2010, http://www.salon

.com/books/laura_miller/index.html .

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240 Unit Four Polishing Your Writing

Use a plural verb when two or more singular subjects are joined by and.

Correct: Larry McGreevy and I are planning to visit the client.

Use a singular verb when two or more singular subjects are joined by or, nor, or but.

Correct: Either the shipping clerk or the superintendent has to sign the order.

When the sentence begins with Here or There, make the verb agree with the subject that follows the verb.

Correct: Here is the booklet you asked for. Correct: There are the blueprints I wanted.

Note that some words that end in s are considered to be singular and require singular verbs.

Correct: A series of meetings is planned.

When a situation doesn’t seem to fit the rules, or when following a rule produces an

awkward sentence, revise the sentence to avoid the problem.

Problematic: The Plant Manager in addition to the sales representative (was, were?) pleased with the new system.

Better: The Plant Manager and the sales representative were pleased with the new system. Problematic: None of us (is, are?) perfect. Better: All of us have faults.

Errors in noun–pronoun agreement occur if a pronoun is of a different number or person than the word it refers to.

Incorrect: All drivers of leased automobiles are billed $100 if damages to his automobile are caused by a collision.

Correct: All drivers of leased automobiles are billed $100 if damages to their automobiles are caused by collisions.

Incorrect: A manager has only yourself to blame if things go wrong. Correct: As a manager, you have only yourself to blame if things go wrong.

The following words require a singular pronoun:

everybody everyone nobody

each neither a person

either

Correct: Everyone should bring his or her copy of the manual to the next session on changes in the law.

If the pronoun pairs necessary to avoid sexism seem cumbersome, avoid the terms in

this list. Instead, use words that take plural pronouns or use second-person you. Each pronoun must refer to a specific word. If a pronoun does not refer to a specific

term, add a word to correct the error.

Incorrect: We will open three new stores in the suburbs. This will bring us closer to our customers.

Correct: We will open three new stores in the suburbs. This strategy will bring us closer to our customers.

Hint: Make sure this and it refer to a specific noun in the previous sentence. If either refers to an idea, add a noun (“this strategy”) to make the sentence grammatically correct.

Use who and whom to refer to people and which to refer to objects. That can refer to anything: people, animals, organizations, and objects.

Correct: The new Executive Director, who moved here from Boston, is already making friends.

Correct: The audit, which we completed yesterday, shows that the original numbers are incorrect.

Correct: This confirms the price that I quoted you this morning.

Site to See

Go to

http://grammar. quickanddirtytips.com/

for Grammar Girl’s tutorials on

fixing common errors.

There’s only one English today,

right? Not if you ask officials

at the Voice of America, who

have reduced conversational

English to only 1,500 words,

called “specialized English.”

Aerospace and Defense Sim-

plified Technical English is used

by the European aerospace

industry to streamline commu-

nications, and some Christian

missionaries practice Easy-

English when abroad. These

forms of “simple English” are

designed to reduce problems

with bad grammar and to make

it easier to communicate with

non-native speakers of English.

Source: J. David Goodman, “List of ‘Special English’ Words Increases,”

The Columbus Dispatch, January

2, 2008, downloaded at www.

dispatch.com/live/content/life/

stories/2008/01/02/1A_SIMPLE_

ENGLISH.ART_ART_01-02-08_D1_

CD8T4TT.html?sid=101 .

Go to

Site to See

Go to

www.iei.illinois. edu/grammarsafari/ grammarsafari.html

Especially for ESL students,

Grammar Safari helps you hunt

grammar in real language.

Go to

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Module 14 Editing for Grammar and Punctuation 241

Case Case refers to the grammatical role a noun or pronoun plays in a sentence. Figure  14.1 identifies the case of each personal pronoun.

Use nominative pronouns for the subject of a clause.

Correct: Shannon Weaver and I talked to the customer, who was interested in learning more about integrated software.

Use possessive pronouns to show who or what something belongs to.

Correct: Microsoft Office will exactly meet her needs.

Use objective pronouns as objects of verbs or prepositions.

Correct: When you send in the quote, thank her for the courtesy she showed Shannon and me.

Hint: Use whom when him would fit grammatically in the same place in your sentence.

I am writing this letter to (who/whom?) it may concern.

I am writing this letter to him.

Whom is correct.

Have we decided (who, whom?) will take notes?

Have we decided he will take notes?

Who is correct.

Use reflexive and intensive pronouns (the form with self or selves ) to refer to or empha- size a noun or pronoun that has already appeared in the sentence.

Correct: I nominated myself.

Do not use reflexive pronouns as subjects of clauses or as objects of verbs or prepositions.

Incorrect: Elaine and myself will follow up on this order. Correct: Elaine and I will follow up on this order. Incorrect: He gave the order to Dan and myself. Correct: He gave the order to Dan and me.

Note that the first-person pronoun comes after names or pronouns that refer to other

people.

Forty-five percent of employers

surveyed recently said they were

increasing training to improve

grammar and other skills in their

employees. Confusion over

rules, the informality of social

networking, and valuing speed

over accuracy may be culprits in

why grammar skills suffer in the

workplace.

Source: Sue Shellenbarger, “This Embarrasses You and I: Grammar

Gaffes Invade the Office in an Age

of Informal E-mail, Texting, and

Twitter,” The Wall Street Journal,

June 19, 2012, http://online.wsj.

com/article/SB100014240527023

03410404577466662919275448.

html?KEYWORDS=grammar .

Figure 14.1 The Case of the Personal Pronoun

Nominative

(subject of

clause) Possessive Objective

Reflexive/

Intensive

Singular

1st person I my, mine me myself

2nd person you your, yours you yourself

3rd person he/she/it his/her(s)/its him/her/it himself/herself/itself

one/who one’s/whose one/whom oneself/(no form)

Plural

1st person we our, ours us ourselves

2nd person you your, yours you yourselves

3rd person they their, theirs them themselves

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242 Unit Four Polishing Your Writing

Dangling Modifier

Modifiers are words or phrases that give more information about the subject, verb, or object in a clause. A modifier dangles when the word it modifies is not actually in the sentence. The solution is to reword the modifier so that it is grammatically

correct.

Incorrect: Confirming our conversation, the truck will leave Monday. [The speaker is doing the confirming. But the speaker isn’t in the sentence.]

Incorrect: At the age of eight, I began teaching my children about American business. [This sentence says that the author was eight when he or she had children who could

understand business.]

Correct a dangling modifier in one of these ways:

• Recast the modifier as a subordinate clause.

Correct: As I told you, the truck will leave Monday. Correct: When they were eight, I began teaching my children about American business.

• Revise the main clause so its subject or object can be modified by the now-dangling

phrase.

Correct: Confirming our conversation, I have scheduled the truck to leave Monday. Correct: At the age of eight, my children began learning about American business.

Hint: Whenever you use a verb or adjective that ends in - ing, make sure it modifies the grammatical subject of your sentence. If it doesn’t, reword the sentence.

Misplaced Modifier

A misplaced modifier appears to modify another element of the sentence than the writer intended.

Incorrect: Customers who complain often alert us to changes we need to make. [Does the sentence mean that customers must complain frequently to teach us some-

thing? Or is the meaning that frequently we learn from complaints?]

Correct a misplaced modifier by moving it closer to the word it modifies or by adding

punctuation to clarify your meaning. If a modifier modifies the whole sentence, use it as an

introductory phrase or clause; follow it with a comma.

Correct: Often, customers who complain alert us to changes we need to make.

Parallel Structure

Items in a series or list must have the same grammatical structure.

Not parallel: In the second month of your internship, you will 1. Learn how to resolve customers’ complaints.

2. Supervision of desk staff.

3. Interns will help plan store displays.

Parallel: In the second month of your internship, you will 1. Learn how to resolve customers’ complaints.

2. Supervise desk staff.

3. Plan store displays.

Also parallel: Duties in the second month of your internship include resolving customers’ complaints, supervising desk staff, and planning store displays.

Hint: When you have two or three items in a list (whether the list is horizontal or verti- cal), make sure the items are in the same grammatical form. Put lists vertically to make

them easier to see.

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Module 14 Editing for Grammar and Punctuation 243

Predication Errors

The predicate of a sentence must fit grammatically and logically with the subject.

In sentences using is and other linking verbs, the complement must be a noun, an adjective, or a noun clause.

Incorrect: The reason for this change is because the SEC now requires fuller disclosure. Correct: The reason for this change is that the SEC now requires fuller disclosure.

Make sure that the verb describes the action done by or done to the subject.

Incorrect: Our goals should begin immediately. Correct: Implementing our goals should begin immediately.

How can I fix sentence errors? LO 14-3

▶ Learn to recognize main clauses.

A sentence contains at least one main clause. A main clause is a complete statement. A subordinate or dependent clause contains both a subject and verb but is not a complete statement and cannot stand by itself. A phrase is a group of words that does not contain

both a subject and a verb.

Main Clauses

Your order will arrive Thursday.

He dreaded talking to his supplier.

I plan to enroll for summer school classes.

Subordinate Clauses

if you place your order by Monday

because he was afraid the product would be out of stock

although I need to have a job

Phrases

With our current schedule

As a result

After talking to my adviser

A clause with one of the following words will be subordinate:

after if

although, though when, whenever

because, since while, as

before, until

Using the correct punctuation will enable you to avoid four major sentence errors:

comma splices, run-on sentences, fused sentences, and sentence fragments.

Comma Splices

A comma splice or comma fault occurs when two main clauses are joined only by a comma (instead of by a comma and a coordinating conjunction).

Incorrect: The contest will start in June, the date has not been set.

Correct a comma splice in one of the following ways:

• If the ideas are closely related, use a semicolon rather than a comma. If they aren’t

closely related, start a new sentence.

Instant Replay

Dangling Modifiers

A modifier dangles when the

word it modifies is not actually

in the sentence.

I R

Dangling Mo

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244 Unit Four Polishing Your Writing

Correct: The contest will start in June; the exact date has not been set.

• Add a coordinating conjunction.

Correct: The contest will start in June, but the exact date has not been set.

• Subordinate one of the clauses.

Correct: Although the contest will start in June, the date has not been set.

Remember that you cannot use just a comma with the following transitions.

however nevertheless

therefore moreover

Instead, use a semicolon to separate the clauses or start a new sentence.

Incorrect: Computerized grammar checkers do not catch every error, however, they may be useful as a first check before an editor reads the material.

Correct: Computerized grammar checkers do not catch every error; however, they may be useful as a first check before an editor reads the material.

Run-On Sentences

A run-on sentence strings together several main clauses using and, but, or, so, and for. Run- on sentences and comma splices are “mirror faults.” A comma splice uses only the comma and omits the coordinating conjunction, while a run-on sentence uses only the conjunction and omits the comma. Correct a short run-on sentence by adding a comma. Separate a long run-

on sentence into two or more sentences. Consider subordinating one or more of the clauses.

Incorrect: We will end up with a much smaller markup but they use a lot of this material so the volume would be high so try to sell them on fast delivery and tell them our quality is

very high.

Correct: Although we will end up with a much smaller markup, volume would be high since they use a lot of this material. Try to sell them on fast delivery and high quality.

Fused Sentences

A fused sentence results when two or more sentences are fused or joined with neither punctuation nor conjunctions. To fix the error, add either punctuation or a conjunction.

Incorrect: The advantages of intranets are clear the challenge is persuading employees to share information.

Correct: The advantages of intranets are clear; the challenge is persuading employees to share information.

Also correct: Although the advantages of intranets are clear, the challenge is persuading employees to share information.

Sentence Fragments

In a sentence fragment, a group of words that is not a complete sentence is punctuated as if it were a complete sentence. Sentence fragments often occur when a writer thinks of

additional detail that the reader needs. Fragments are acceptable in résumés and sales let-

ters, but they’re rarely acceptable in other business documents.

Incorrect: Observing these people, I have learned two things about the program. The time it takes. The rewards it brings.

To fix a sentence fragment, either add whatever parts of the sentence are missing or

incorporate the fragment into the sentence before it or after it.

Correct: Observing these people, I have learned that the program is time-consuming but rewarding.

Kyle Wiens, CEO of iFixIt and

founder of Dozuki, requires

all job applicants to take a

grammar test. With a self-

described “zero tolerance” for

grammar errors, he notes that

in his experience, sloppiness

with writing corresponds to

sloppiness in other job duties.

How strict are his standards?

“If you think a semicolon is a

regular colon with an identity

crisis, I will not hire you. If you

scatter commas into a sentence

with all the discrimination of

a shotgun, you might make it

to the foyer before we politely

escort you from the building.”

Source: Kyle Wiens, “I Won’t Hire People Who Use Poor Grammar.

Here’s Why,” Harvard Business

Review, July 20, 2012, http://blogs.

hbr.org/cs/2012/07/i_wont_hire_

people_who_use_poo.html .

Many business professionals

bemoan the errors they see

as the result of the speed

and informality of electronic

communication for some

people, whether they’re typos

or grammatical issues like

run-on sentences and sentence

fragments. Yet, there may be

trade-offs. A study of Twitter

users showed that while they had

20% more grammatical errors

than non-tweeting counterparts,

they were only about half as likely

to have spelling errors.

Source: Andy Jordan, “RT@gooseGrade: Twitters

Good at Spelling, Bad at

Grammar. #whatwouldmomsay ?”

The Wall Street Journal,

July 6, 2009, http://blogs.wsj

.com/digits/2009/07/06/

rtgoosegrade-twitterers-good-

at-spelling-bad-at-grammar-

whatwouldmomsay/tab/

article/ .

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Module 14 Editing for Grammar and Punctuation 245

Remember that clauses with the following words are not complete sentences. Join them

to a main clause.

after if

although, though when, whenever

because, since while, as

before, until

Incorrect: We need to buy a new computer system. Because our current system is obsolete. Correct: We need to buy a new computer system because our current system is obsolete.

Should I put a comma every place I’d take a breath? LO 14-4

▶ No! Commas are not breaths.

Some people have been told to put commas where they’d take breaths. That’s bad advice.

How often you’d take a breath depends on how big your lung capacity is, how fast and how

loud you’re speaking, and the emphasis you want. Commas aren’t breaths. Instead, like

other punctuation, they’re road signs.

Punctuation marks are road signs to help readers predict what comes next (see

Figure 14.2 ).

When you move from the subject to the verb, you’re going in a straight line; no comma

is needed. When you end an introductory phrase or clause, the comma tells readers the

introduction is over and you’re turning to the main clause. When words interrupt the main

clause, like this, commas tell the reader when to turn off the main clause for a short side

route and when to return.

What punctuation should I use inside sentences? LO 14-5

▶ Use punctuation to make your meaning clear to your reader.

The good business and administrative writer knows how to use the following punctuation

marks: apostrophes, colons, commas, dashes, hyphens, parentheses, periods, and semicolons.

Apostrophe

1. Use an apostrophe in a contraction to indicate that a letter has been omitted.

We’re trying to renegotiate the contract.

The 1990s were years of restructuring for our company.

Instant Replay

Comma Splices

A comma splice or comma fault occurs when two main clauses are joined only by

a comma (instead of by a

comma and a coordinating

conjunction).

I R

Comma Spli

The late, great television

commentator Andy Rooney

stopped using apostrophes,

even in his books. According to

Bob McTeer, Rooney said that

since he wrote things to read

on TV, he didn’t see the need

for most apostrophes.

Source: Bob McTeer, “Have You Ever Wondered?” Forbes,

November 8, 2011, http://

www.forbes.com/sites/

bobmcteer/2011/11/08/

have-you-ever-wondered/ .

Figure 14.2 What Punctuation Tells the Reader

Mark Tells the Reader

Period We’re stopping.

Semicolon What comes next is closely related to what I just said.

Colon What comes next is an example of what I just said.

Dash What comes next is a dramatic example of or a shift from what I just said.

Comma What comes next is a slight turn, but we’re going in the same basic direction.

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246 Unit Four Polishing Your Writing

2. To indicate possession, add an apostrophe and an s to the word.

The corporation’s home office is in Houston, Texas.

Apostrophes to indicate possession are especially essential when one noun in a

comparison is omitted.

This year’s sales will be higher than last year’s.

When a word already ends in an s, add only an apostrophe to make it possessive.

The meeting will be held at New Orleans’ convention center.

With many terms, the placement of the apostrophe indicates whether the noun is

singular or plural.

Incorrect: The program should increase the participant’s knowledge. [Implies that only one participant is in the program.]

Correct: The program should increase the participants’ knowledge. [Many participants are in the program.]

Hint: Use of in the sentence to see where the apostrophe goes.

The figures of last year  5  last year’s figures

The needs of our customers  5  our customers’ needs

Possessive pronouns (e.g., his, ours ) usually do not have apostrophes. The only exception is one’s.

The company needs the goodwill of its stockholders.

His promotion was announced yesterday.

One’s greatest asset is the willingness to work hard.

Using poor grammar is a crime to many readers.

Copyright © Michael Maslin/The New Yorker Collection, www.cartoonbank.com .

Instant Replay

Sentence Fragments

In a sentence fragment, a group of words that is

not a complete sentence is

punctuated as if it were a

complete sentence.

I R

Sentence Fr

Site to See

Go to

www.illiteratebusinesses. ca/

for examples of typos in

business messages.

Go to

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Module 14 Editing for Grammar and Punctuation 247

3. Use an apostrophe to make plurals that could be confused for other words.

I earned A’s in all my business courses.

However, other plurals do not use apostrophes.

Colon

1. Use a colon to separate a main clause and a list that explains the last element in the

clause. The items in the list are specific examples of the word that appears immediately

before the colon.

Please order the following supplies:

Printer cartridges

Computer paper (20-lb. white bond)

Bond paper (25-lb., white, 25% cotton)

Company letterhead

Company envelopes.

When the list is presented vertically, capitalize the first letter of each item in the list.

When the list is run in with the sentence, you don’t need to capitalize the first letter after

the colon.

Please order the following supplies: printer cartridges, computer paper (20-lb. white

bond), bond paper (25-lb., white, 25% cotton), company letterhead, and company

envelopes.

Do not use a colon when the list is grammatically part of the main clause.

Incorrect: The rooms will have coordinated decors in natural colors such as: eggplant, moss, and mushroom.

Correct: The rooms will have coordinated decors in natural colors such as eggplant, moss, and mushroom.

Correct: The rooms will have coordinated decors in a variety of natural colors: eggplant, moss, and mushroom.

If the list is presented vertically, some authorities suggest introducing the list with a

colon even though the words preceding the colon are not a complete sentence.

2. Use a colon to join two independent clauses when the second clause explains or restates

the first clause.

Selling is simple: Give people the service they need, and they’ll come back with more

orders.

Comma

1. Use commas to separate the main clause from an introductory clause, the reader’s name,

or words that interrupt the main clause. Note that commas both precede and follow the

interrupting information.

R. J. Garcia, the new sales manager, comes to us from the Des Moines office.

While poor spelling and

grammar may impede success,

even great leaders have been

known to exhibit lapses. A

handwritten letter by President

Abraham Lincoln recently drew

scrutiny from modern readers,

who noted such errors as an

apostrophe inserted into the

possessive pronoun “its” and an

apostrophe missing in “nations”

when meant possessively. Said

Harold Holzer, an expert on the

16th U.S. President: “Lincoln

was not the best speller in the

world.”

Source: “Lincoln Letter Shows Grammatical Errors,” The Times

of India, March 19, 2010, http://

timesofindia.indiatimes.com/

world/us/Lincoln-letter-shows-

grammatical-errors/articleshow/

5699886.cms .

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248 Unit Four Polishing Your Writing

A nonessential clause gives extra information that is not needed to identify the noun it modifies. Because nonessential clauses give extra information, they need extra commas.

Sue Decker, who wants to advance in the organization, has signed up for the company

training program in sales techniques.

Do not use commas to set off information that restricts the meaning of a noun or

pronoun. Essential clauses give essential, not extra, information.

Anyone □ who wants to advance in the organization □ should take advantage of on-the-job training.

Do not use commas to separate the subject from the verb, even if you would take a

breath after a long subject.

Incorrect: Laws requiring anyone collecting $5,000 or more on behalf of another person to be bonded, apply to schools and private individuals as well to charitable groups and profes-

sional fund-raisers.

Correct: Laws requiring anyone collecting $5,000 or more on behalf of another person to be bonded □ apply to schools and private individuals as well to charitable groups and professional fund-raisers.

2. Use a comma after the first clause in a compound sentence if the clauses are long or if

they have different subjects.

This policy eliminates all sick leave credit of the employee at the time of retirement,

and payment will be made only once to any individual.

Do not use commas to join independent clauses without a conjunction. Doing so

produces comma splices.

3. Use commas to separate items in a series. Using a comma before the and or or is not required by some authorities, but using a comma always adds clarity. The comma is

essential if any of the items in the series themselves contain the word and.

The company pays the full cost of hospitalization insurance for eligible employees,

spouses, and unmarried dependent children under age 23.

Dash

Use emdashes to emphasize a break in thought.

Ryertex comes in 30 grades—each with a special use.

To create a dash in Microsoft Word, type in a word, followed immediately by two hyphens

and then a second word, with no space between the hyphens and the two words. Add a

space after the second word and the hyphens instantly change to a dash.

Hyphen

1. Use a hyphen to indicate that a word has been divided between two lines.

For reimbursement, attach the original receipts for lodging, transportation, and registra-

tion fees.

Divide words at syllable breaks. If you aren’t sure where the syllables divide, look up

the word in a dictionary. When a word has several syllables, divide it after a vowel or

between two consonants. Don’t divide words of one syllable (e.g., used ); don’t divide a two-syllable word if one of the syllables is only one letter long (e.g., acre ).

2. Use hyphens to join two or more words used as a single adjective.

Order five 10- or 12- foot lengths.

The computer-prepared Income and Expense statements will be ready next Friday.

The hyphen prevents misreading. In the first example, five lengths are needed, not

lengths of 5, 10, or 12 feet. In the second example, without the hyphen, the reader might

think that computer was the subject and prepared was the verb.

Eats, Shoots & Leaves: The

Zero Tolerance Approach to

Punctuation by Lynne Truss

explores with humor how

improper punctuation mangles

sentence meaning. The title

came from a description of

panda eating habits, but the

misplaced comma suggests a

more destructive event!

A misplaced comma cost

cable television giant Rogers

Communications more than $2

million. The company thought

it had an ironclad agreement

with Aliant Telecom to use

telecommunication poles for

five years, but Aliant terminated

the contract after only one

year. A court upheld the move

after ruling the errant comma

changed the meaning of a

contract clause, supporting

Aliant’s decision.

Source: William Loeffler, “Punctuation Errors Can Cost Jobs,

Money, Esteem,” The Pittsburgh

Tribune-Review, September 20,

2009, http://www.pittsburghlive.

com/x/pittsburghtrib/ae/

more/s_643648.html .

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Module 14 Editing for Grammar and Punctuation 249

Parentheses

1. Use parentheses to set off words, phrases, or sentences used to explain or comment on

the main idea.

For the thinnest Ryertex (.0150) only a single layer of the base material may be used,

while the thickest (100) may contain over 600 greatly compressed layers of fabric

or paper. By varying the fabric used (cotton, asbestos, glass, or nylon) or the type of

paper, and by changing the kind of resin (phenolic, melamine, silicone, or epoxy), we

can produce 30 different grades.

Any additional punctuation goes outside the second parenthesis when the punctuation applies

to the whole sentence. It goes inside when it applies only to the words in the parentheses.

Please check the invoice to see if credit should be issued. (A copy of the invoice is

attached.)

2. Use parentheses for the second of two numbers presented both in words and in figures.

Construction must be completed within two (2) years of the date of the contract.

Period

1. Use a period at the end of a sentence.

2. Use a period after some abbreviations. When a period replaces a person’s name, leave one

space after the period before the next word. In other abbreviations, no space is necessary.

R. J. Tebeaux has been named Vice President for Marketing.

The U.S. division plans to hire 300 new M.B.A.s in the next year.

The tendency is to reduce the use of punctuation. It would also be correct to write

The US division plans to hire 300 new MBAs in the next year.

Use the pattern your organization prefers.

Semicolon

1. Use semicolons to join two independent clauses when they are closely related.

We’ll do our best to fill your order promptly; however, we cannot guarantee a delivery date.

Using a semicolon suggests that the two ideas are very closely connected. Using a

period and a new sentence is also correct but implies nothing about how closely related

the two sentences are.

2. Use semicolons to separate items in a series when the items themselves contain commas.

The final choices for the new plant are El Paso, Texas; Albuquerque, New Mexico;

Salt Lake City, Utah; Eureka, California; and Eugene, Oregon.

Hospital benefits are also provided for certain services such as diagnostic admissions

directed toward a definite disease or injury; normal maternity delivery, Caesarean-

section delivery, or complications of pregnancy; and in-patient admissions for dental

procedures necessary to safeguard the patient’s life or health.

Hint: A semicolon could be replaced by a period and a capital letter. It has a sentence on both sides.

What do I use when I quote sources? LO 14-6

▶ Quotation marks, square brackets, ellipses, and underlining or italics.

Quotation marks, square brackets, ellipses, and either underlining or italics are necessary

when you use quoted material.

Site to See

Go to

www.grammarbook.com

The Blue Book of Grammar

and Punctuation is online.

Go to

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250 Unit Four Polishing Your Writing

Quotation Marks

1. Use quotation marks around the names of brochures, pamphlets, and magazine articles.

Enclosed are 30 copies of our pamphlet “Saving Energy.”

You’ll find articles like “How to Improve Your Golf Game” and “Can You Keep Your

Eye on the Ball?” in every issue.

In U.S. punctuation, periods and commas go inside quotation marks. Colons and semicolons

go outside. Question marks go inside if they are part of the material being quoted.

2. Use quotation marks around words to indicate that you think the term is misleading.

These “pro-business” policies actually increase corporate taxes.

3. Use quotation marks around words that you are discussing as words.

Forty percent of the respondents answered “yes” to the first question.

Use “Ms.” as a courtesy title for a woman unless you know she prefers another title.

It is also acceptable to underline or italicize words instead of using quotation marks.

Choose one method and use it consistently.

4. Use quotation marks around words or sentences that you quote from someone else.

“The Fog Index,” says its inventor, Robert Gunning, is “an effective warning system

against drifting into needless complexity.”

Square Brackets

Use square brackets to add your own additions to or changes in quoted material.

Senator Smith’s “These measures will increase the deficit.” statement: Your use of Smith’s According to Senator Smith, “These measures [in the new tax bill] statement: will increase the deficit.”

The square brackets show that Smith did not say these words; you add them to make the

quote make sense in your document.

Ellipses

Ellipses are spaced dots. In typing, use three spaced periods for an ellipsis. When an ellip- sis comes at the end of a sentence, use a dot immediately after the last letter of the sentence

for a period. Then add another three spaced dots.

1. Use ellipses to indicate that one or more words have been omitted in the middle of

quoted material. You do not need ellipses at the beginning or end of a quote.

The Wall Street Journal notes that Japanese magazines and newspapers include advertisements for a “$2.1 million home in New York’s posh Riverdale section . . .

185 acres of farmland [and] . . . luxury condos on Manhattan’s Upper East Side.”

2. In advertising and direct mail, use ellipses to imply the pace of spoken comments.

If you’ve ever wanted to live on a tropical island . . . cruise to the Bahamas . . . or live

in a castle in Spain . . .

. . . you can make your dreams come true with Vacations Extraordinaire.

Underlining and Italics

1. Underline or italicize the names of newspapers, magazines, and books.

The Wall Street Journal The Wall Street Journal

Fortune Fortune

The Wealth of Nations The Wealth of Nations

U.S. writers put periods

and commas inside closing

quotation marks; English

writers put them outside the

quotation marks. Spanish

writers also put sentence-

ending punctuation outside.

Source: Based on Complete Translation Services, “A

History of Punctuation,” www.

completetranslation.com ,

downloaded July 23, 2005.

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Module 14 Editing for Grammar and Punctuation 251

Titles of brochures and pamphlets are put in quotation marks.

2. Underline or italicize words to emphasize them.

Here’s a bulletin that gives you, in handy chart form, workable data on over 50 different types of tubing and pipe.

You may also use boldface to emphasize words. Bolding is better than either underlining

or italics because it is easier to read.

How should I write numbers and dates? LO 14-7

▶ Usually, spell out numbers under 10 and at the beginning of sentences.

Spell out numbers from one to nine. Use figures for numbers 10 and over in most cases. Always use figures for amounts of money.

Spell out any number that appears at the beginning of a sentence. If spelling it out is

impractical, revise the sentence so it does not begin with a number.

Fifty students filled out the survey.

In 2002, euro notes and coins entered circulation.

When two numbers referring to different nouns follow each other, use words for the smaller

number and figures for the larger number.

In dates, use figures for the day and year. The month is normally spelled out. Be sure to spell out the month in international business communication. U.S. usage puts the month

first, so that 1/10/08 means January 10, 2008. European usage puts the day first, so that 1/10/08 means October 1, 2008. Modern punctuation uses a comma before the year only when you give both the month and the day of the month:

May 1, 2009

but

Summers 2004–07

August 2003

Fall 2006

No punctuation is needed in military or European usage, which puts the day of the month

first: 13 July 2005. Do not add a space before or after the slash used to separate parts of the

date: 10/03–5/07.

Use a dash to join inclusive dates.

March–August 2007 (or write out: March to August 2007)

05–08

1999–2009

Note that you do not need to repeat the century in the date that follows the dash: 2007–09.

But do give the century when it changes: 1999–2008.

How do I mark errors I find in proofreading? LO 8

▶ Use these standard proofreading symbols.

Use the proofreading symbols in Figure  14.3 to make corrections when you no longer

have access to a computer. Figure 14.4 shows how the symbols can be used to correct a

typed text.

Typos can have stunning

repercussions. In 2005, a

typing error caused Mizuho

Securities Co. to lose at least

27 billion yen, or $225 million.

The trader had meant to sell

1 share at 610,000 yen, or

$5,041, but inputted 610,000

shares at 1 yen, or less than a

penny. Even top news outlets

can slip. A CNN story on the

search for Osama Bin Laden

was mistakenly titled “Where’s

Obama?” resulting in multiple

apologies to Senator Barack

Obama, who later announced

his candidacy for U.S. president.

And while many people

complain about the high

cost of cable TV, few expect

to receive a bill like Daniel

DeVirgillo’s. “All I want to do is

watch March Madness,” the

Ohioan said. The problem was

Time Warner said he owed

$16.4 million in late charges.

Sources: “$225 Mil. Typo: Not 610,000 Shares, Just One

Please,” Chicago Sun-Times,

December 10, 2005, downloaded

at http://findarticles.com/p/

articles/mi_qn4155/is_20051210/

ai_n15921111 ; Jennifer Millman,

“Barack ‘Osama’? CNN Says

‘Sorry’ for Botched Broadcast,”

DiversityInc., January 3,

2007, downloaded at www.

diversityinc.com/public/1096.

cfm?sd=151; and Dave Larsen,

“Time Warner Charges Wright-

Patt Engineer $16.4 Million for

Cable,” Springfield News-Sun,

March 24, 2011, http://www.

springfieldnewssun.com/news/

business/time-warner-charges-

wright-patt-engineer-164-milli/

nMqHp/ .

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252 Unit Four Polishing Your Writing

Figure 14.4 Marked Text

We could cut our travel bill by reimbursing employees only for the cost of a budget hotel or motel room.

A recent article from The Wall STreet Journal suggests that many low-cost hotles and motels are tring to appeal to business travelers. chains that are actively com- peting for the business market include Motel 6 Hampton Inns Fairfield Inns Econologde Super 8

Comfort Inn Travelodge

To attract business travelers, some budget chains now offer free local phone calls, free in-room movies, free continental breakfasts and free Computer hookups.

By staying in a budget hotel, the business travelers can save at least $10 to $20 a night-- often much more. For a company whose employees travel frequently, the savings can be considerable. Last year Megacorp reimbursed employees for a total of 4,392 nights in hotels. If each employee had stayed in a budget hotel, our expenses for travel would be $44,000 to $88,000 lower. Budget hotels would not be appropriate for sales meetings since they lack photocopying facilities or meeting rooms. However, we could and should use budget hotels and motels for ordinary on-the-road travel.

enhave

and and

have been

y

. . .

Assignments for Module 14

14.1 Why is it better to fix errors in grammar and punctuation only after you’ve revised for content, organization, and

style? (LO 14-1 to LO 14-7)

14.2 What words make clauses subordinate and thus require more than a comma to join clauses? (LO 14-2)

14.3 What is parallel structure? When should you use it? (LO 14-2)

14.4 What is a sentence fragment? How do you fix it? (LO 14-3)

Questions for Comprehension

delete

insert a letter

start a new paragraph here

stet (leave as it was before the marked change)

transpose (reverse)

lowercase (don’t capitalize)

capitalize

move to left

move to right

move up

move down

leave a space

close up

align vertically

Figure 14.3 Proofreading

Symbols

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Module 14 Editing for Grammar and Punctuation 253

14.5 Consuela sees a lot of errors in the writing of managers at her workplace. If they don’t know or don’t care about cor-

rectness, why should she? (LO 14-1)

14.6 After surveying readers in her workplace (problem 14.15), Camilla finds that most of them are not bothered by errors

in grammar and punctuation. Does that mean that she

doesn’t need to fix surface errors? (LO 14-1)

14.7 Joe knows that his variety of English isn’t the privileged variety, but he is afraid that using standard edited English

will make him seem “uppity” to people in his home com-

munity. Should he try to use standard grammar and pronun-

ciation? Why or why not? (LO 14-1)

Questions for Critical Thinking

b. Access to the directory from any termi-

nal with a modem in the county.

c. Cost savings.

Y S N 14. By making an early reservation, it will give us more time to plan the session to

meet your needs.

Y S N 15. She don’t have no idea how to use the computer.

Y S N 16. The change will not effect our service to customers.

Y S N 17. Confirming our conversation, the truck will leave Monday.

Y S N 18. The sessions will begin January 4 we will pass around a sign-up sheet early in

December.

Y S N 19. I will be unable to attend the meeting, how- ever I will send someone else from my office.

Y S N 20. Its too soon to tell how many proposals we will receive.

Compare your responses with those of a small group of

students.

• Which errors were most annoying to the largest number

of readers?

• How much variation do you find in a single workplace?

In a single type of business?

As Your Instructor Directs,

a. Present your findings to the class in a short group

report.

b. Present your findings to the class in an oral presenta-

tion.

Most readers care passionately about only a few points of

grammar. Survey one or more readers (including your boss,

if you have a job) to find out which kinds of errors concern

them. Use a separate copy of this survey for each reader.

Directions: Each of the following sentences contains some error. Please circle Y if the error bothers you a good bit; S

if the error bothers you slightly; and N if you would not be

bothered by the error (or perhaps even notice it).

Y S N 1. She brung her secretary with her. Y S N 2. Him and Richard were the last ones hired. Y S N 3. Wanted to tell you that the meeting will be

November 10.

Y S N 4. Each representative should bring a list of their clients to the meeting.

Y S N 5. A team of people from CSEA, Human Services, and Animal Control are prepar-

ing the proposal.

Y S N 6. We cannot predict, how high the number of clients may rise.

Y S N 7. He treats his clients bad. Y S N 8. She asked Darlene and I to give a presen-

tation.

Y S N 9. Update the directory by reviewing each record in the database and note any dis-

crepancies.

Y S N 10. He has went to a lot of trouble to meet our needs.

Y S N 11. She gave the report to Dan and myself. Y S N 12. I was unable to complete the report. Because

I had a very busy week.

Y S N 13. The benefits of an online directory are a. We will be able to keep records up-to-

date;

Exercises and Problems

14.8 Identifying Audience Concerns about Grammar (LO 14-1 to LO 14-7)

Identify and correct the errors in the following sentences.

1. Corinne are going to tour the Hokaido facility in December.

2. We is planning to take the GMAT at the same time to

simplify things.

3. While Lani Esposito were our first choice, she declined

the job offer.

4. Tyler and Jorge is taking one of the pool cars to the

regional meeting.

5. Ephraim reminded us that the first and third Wednesdays

of the month are when timecards are due.

14.9 Making Subjects and Verbs Agree (LO 14-2)

14.10 Using the Right Pronoun (LO 14-2)

Identify and correct the errors in the following sentences.

1. Bryan e-mailed Todd Winthrop at our Southfield office

yesterday, but they didn’t receive the message till

Thursday.

2. I, Ramon, and Paulette reserved a company car for the

three-hour trip to Anaheim this afternoon.

3. We was wondering if anyone contacted the Finance

Department to ask them for copies of our annual report.

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254 Unit Four Polishing Your Writing

Identify and correct the errors in the following sentences.

1. Eleanor reported there were two delayed flights at the

staff meeting.

2. At the age of 15, my mom let me drive the car around

the block for the first time.

3. Expressing herself with confidence, I was impressed

with Lee’s answers during the interview.

4. With a broad smile on his face, we watched Alistair

accept the Lifetime Achievement Award.

5. Thinking our plane would be delayed due to bad

weather, the meeting was rescheduled to 3 p.m.

14.11 Fixing Dangling and Misplaced Modifiers (LO 14-2)

Identify and correct the errors in the following sentences.

1. To narrow a web search,

• Put quotation marks around a phrase when you want

an exact term.

• Many search engines have wild cards (usually an

asterisk) to find plurals and other forms of a word.

• Reading the instructions on the search engine itself

can teach you advanced search techniques.

2. Men drink more alcoholic beverages than women.

3. Each issue of Hospice Care has articles from four dif- ferent perspectives: legislative, health care, hospice

administrators, and inspirational authors.

4. The university is one of the largest employers in the

community, brings in substantial business, and the cul-

tural impact is also big.

5. These three tools can help competitive people be better

negotiators.

• Think win–win.

• It’s important to ask enough questions to find out the

other person’s priorities, rather than jumping on the

first advantage you find.

• Protect the other person’s self-esteem.

These three questions can help cooperative people be

better at negotiations.

• Can you developing a specific alternative to use if

negotiation fails?

• Don’t focus on the “bottom line.” Spend time think-

ing about what you want and why you need it.

• Saying “You’ll have to do better than that because . . .” can

help you resist the temptation to say “yes” too quickly.

14.12 Creating Parallel Structure (LO 14-2)

Identify and correct the errors in the following sentences.

1. You can expect our fleet cars to be in pristine working

order you can also enjoy such amenities as cruise con-

trol, GPS tracking, and satellite radio.

2. Without filling out the appropriate requisition form, the

disciplinary action report indicated that Kelly purchased

two fax machines for the department.

3. Customers can order through the web page or they

can order through our 1-800 number or they can order

through traditional mail.

4. They spent the month visiting our satellite offices and

meeting their staff. In Fort Wayne. In Lawrence. In

Flint. And in Dayton.

5. Zane and me prepared the cover for the annual report

and then we gave it to Nardos for review so she will let

us know tomorrow if there are any revisions.

14.13 Correcting Sentence Errors (LO 14-3)

Provide the necessary punctuation in the following sen-

tences. Note that not every box requires punctuation.

1. Office workhh especially at your deskhh can create

backh shoulder hneckh or wrist strain.

2. I searched for hvacationh and hvacation planningh

on Google and Alta Vista.

3. I suggest putting a bulletin board in the rear hallwayh

and posting all the interviewerhsh photos on it.

4. Analyzing audiences is the same for marketing and

writingh you have to identify who the audiences areh

understand how to motivate themh and choose the best

channel to reach them.

5. The more you know about your audience hwho they

areh what they buyhwhere they shophhthe more rel-

evant and effective you can make your ad.

6. The city already has fiveh twohhundred hbed hospitals.

7. Students run the whole organizationh and are advised

by a Board of Directors from the community.

8. The company is working on three teamhrelated issuesh

interaction, leadership, and team size.

9. I would be interested in working on the committeeh

however I have decided to do less community work so

that I have more time to spend with my family.

10. hYou can create your own futurehh says Frank

Montañoh hYou have to think about ith crystal-

lize it in writingh and be willing to work at ith We

teach a lot of goalhsetting and planning in our training

sessionshh

14.14 Providing Punctuation within Sentences (LO 14-5)

4. If employees are in uniform, he should understand

that he is representing the company, whether on duty

or not.

5. Jeff Yee and me took a few moments to thank the mar-

keting team for their great work on the December sales

promotion.

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Module 14 Editing for Grammar and Punctuation 255

14.15 Fixing Errors in Grammar and Punctuation (LO 14-5)

Identify and correct the errors in the following passages.

a. Company’s are finding it to their advantage to cultivate

their suppliers. Partnerships between a company and

its suppliers can yield hefty payoffs for both company

and supplier. One example is Bailey Controls, an Ohio

headquartered company. Bailey make control systems

for big factories. They treat suppliers almost like depart-

ments of their own company. When a Bailey employee

passes a laser scanner over a bins bar code the supplier

is instantly alerted to send more parts.

b. Entrepreneur Trip Hawkins appears in Japanese ads for

the video game system his company designed. “It plugs

into the future! he says in one ad, in a cameo spliced

into shots of U.S kids playing the games. Hawkins is

one of several US celebrities and business people whom

plug products on Japanese TV.”

c. Mid size firms employing between 100 and 1,000 peo-

ple represent only 4% of companies in the U.S.; but cre-

ate 33% of all new jobs. One observer attributes their

success to their being small enough to take advantage

of economic opportunity’s agilely, but big enough to

have access to credit and to operate on a national or even

international scale. The biggest hiring area for midsize

company’s is wholesale and retail sales (38% of jobs),

construction (20% of jobs, manufacturing (19% of

jobs), and services (18% of jobs).

Any living language changes. New usages appear first in speaking.

Here are five issues on which experts currently disagree:

1. Plural pronouns to refer to everybody, everyone, and each. Standard grammar says these words require singular pro-

nouns: his or her rather than their. 2. Split infinitives. An infinitive is the form of a verb that con-

tains to: to understand. An infinitive is split when another word separates the to from the rest of an infinitive: to easily understand, to boldly go. The most recent edition of the Oxford English Dictionary allows split infinitives. Purists disagree.

3. Hopefully to mean I hope that. Hopefully means “in a hopeful manner.” However, a speaker who says “Hopefully, the rain

will stop” is talking about the speaker’s hope, not the rain’s.

4. Verbal to mean oral. Verbal means “using words.” Therefore, both writing and speaking are verbal communication. Nonver-

bal communication (for example, body language) does not use

words.

5. Comma before and. In a series of three or more items, some experts require a comma after the next to last item (the item

before the and ); others don’t.

Ask your instructor and your boss whether they are willing to

accept the less formal usage. When you write to someone you don’t

know, use standard grammar and usage.

Exercises

Each of the following sentences illustrates informal usage.

(a) Which would your instructor or your boss accept?

(b) Rewrite each of the sentences using standard grammar and usage.

1. Hopefully, we can expand our marketing efforts to Canada in

the next few months.

2. Max told us that everybody gets their chance eventually. The

trick is to be ready to take it when it happens.

3. Though Gregory said he had a verbal agreement with

Parker, Sandy reminded him that it should have been in

writing.

4. He said it was more important to successfully serve customers

than to simply sell products.

5. Sue Ellen wondered if the plan to quickly go to the supply

store before the meeting would instead make them late.

6. The department’s best employees are Kai, Paul, Giselle, Tim-

othy, and Elizabeth.

7. While they had a verbal disagreement on the phone yesterday,

they stayed professional and patched things up today.

8. Each manager should make sure their department has a box

for the Operation Feed campaign.

9. Carolyn said she expects that the Purchasing, Public Rela-

tions, and Building Management Departments will each send

their representatives to the meeting.

10. The fourth shipment got delayed in transit, but Jenny said

hopefully everybody will get their order within 72 hours.

Check your answers to the odd-numbered exercises at the back of the book.

Matters on Which Experts Disagree

Polishing Your Prose

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256

Choosing the Right Word 15

Module

LEARNING OBJECTIVES

T he best word depends on context: the situation, your purposes, your audience, and the words

you have already used. As you choose words,

1. Use words that are accurate, appropriate, and familiar.

Accurate words mean what you want to say.

Appropriate words convey the attitudes you want and fit well with the other words in your

document.

Familiar words are easy to read and understand.

2. Use technical jargon only when it is essential and known to the reader. Eliminate business jargon.

LO 15-1 Recognize value in using the right words.

LO 15-2 Apply strategies for critical thinking in reading, writing, and beyond.

LO 15-3 Explain principles for word definition.

LO 15-4 Distinguish acceptable jargon from other types.

LO 15-5 Define words with similar sounds but different meanings.

Module 15 will help you to choose the right words for your business messages. After completing the

module, you should be able to

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Module 15 Choosing the Right Word 257

Does using the right word really matter? LO 15-1

▶ The right word helps you look good and get the response you want.

Using the right word is part of the way you demonstrate that you’re part of a discourse

community (◀◀ p. 28). Using simple words is part of the way you create a friendly image of yourself and your organization. Using words that are part of standard edited English

helps you build credibility and demonstrate your professionalism.

Getting Your Meaning Across

When the words on the page don’t say what you mean, the reader has to work harder to

figure out your meaning. According to one report, “The western part of Ohio was trans-

ferred from Chicago to Cleveland.” 1 In fact, Ohio did not move. Instead, a company moved

responsibility for sales in western Ohio. Sometimes your audience can figure out what you

mean. Sometimes, your meaning will be lost. Sometimes the wrong word can cause you

to lose a lawsuit.

Denotation is a word’s literal or dictionary meaning. Most common words in English have more than one denotation. The word pound, for example, means, or denotes, a unit of weight, a place where stray animals are kept, a unit of money in the British system, and the

verb to hit. Coca-Cola spends an estimated $20 million a year to protect its brand names so that Coke will denote only that brand and not just any cola drink.

When two people use the same word to mean, or denote, different things, bypassing occurs. For example, negotiators for Amoco and for the Environmental Protection Agency

(EPA) used risk differently. At Amoco, risk was an economic term dealing with efficiency; for the EPA, the term “was a four-letter word that meant political peril or health risk.”

2

Progress was possible only when they agreed on a meaning.

Accurate denotations can make it easier to solve problems. In one production line

with a high failure rate, the largest category of defects was missed operations. At first, the supervisor wondered if the people on the line were lazy or irresponsible. But some

checking showed that several different problems were labeled missed operations: parts installed backward, parts that had missing screws or fasteners, parts whose wires weren’t

connected. Each of these problems had different solutions. Using accurate words redefined

the problem and enabled the production line both to improve quality and cut repair costs. 3

Getting the Response You Want

Using the right word helps you shape the audience’s response to what you say.

Connotation means the emotional colorings or associations that accompany a word. A great many words carry connotations of approval or disapproval, disgust or delight. Words

in the first column in the accompanying list suggest criticism; words in the second column

suggest approval.

Negative Word Positive Word

guess assume

nosy curious

haggle negotiate

fearful cautious

nit-picking careful

obstinate firm

wishy-washy flexible

A supervisor can “tell the truth” about a subordinate’s performance and yet write either

a positive or a negative performance appraisal, based on the connotations of the words

U.S. presidents, as well as

presidential hopefuls, are

known for sometimes choosing

words poorly. When President

George W. Bush declared

the war against terrorism a

“crusade,” the word troubled

many observers, who noted its

connotation, especially in the

Middle East, might be terrifying

to more than just the nation’s

enemies. His successor,

President Barack Obama, also

got into trouble. “The private

sector is doing fine” may

have been his biggest gaffe,

a statement made during his

2012 reelection campaign

against Mitt Romney. Though

supporters argued it was

interpreted out of context, the

comment seemed similar to

one by Senator John McCain

during the 2008 presidential

campaign that drew sharp

criticism from the Obama

camp. Romney made Obama’s

phrase the cornerstone of

TV commercials. Romney

himself got into trouble with

remarks to British interviewers

that preparations, including

security, for the 2012 Summer

Olympics in London were

“disconcerting.” Tabloids had a

field day, referring to the former

governor and 2002 Winter

Olympics chairman as “Mitt,

the Twit.” Even Prime Minister

David Cameron was critical.

Source: Glen Johnson, “President Obama’s ‘Private Sector’ Gaffe

a Possible Window to Soul

Like Other Recent Gaffes,”

The Boston Globe, June 11,

2012, http://www.boston.com/

politicalintelligence/2012/06/11/

president-obama-private-

sector-gaffe-possible-window-

soul-like-other-recent-gaffes/

mVfqps0bbcMa5nS20l5fcP/

story.html ; and Holly Bailey,

“British Media Hammer Romney

on Olympic Comments,” July

26, 2012, http://news.yahoo.

com/blogs/ticket/british-media-

hammer-romney-olympic-

comments-103800909.html .

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258 Unit Four Polishing Your Writing

in the appraisal. Consider an employee who pays close attention to details. A positive

appraisal might read, “Terry is a meticulous team member who takes care of details that

others sometimes ignore.” But the same behavior might be described negatively: “Terry is

hung up on trivial details.”

Advertisers carefully choose words with positive connotations. Expensive cars are

never used; instead, they’re preowned, experienced, or even preloved. An executive for Rolls-Royce once said, “A Rolls never, never breaks down. Of course,” he added, with a

twinkle in his eye, “there have been occasions when a car has failed to proceed.” 4

Words may also connote status. Both salesperson and sales representative are nonsexist job titles. But the first sounds like a clerk in a store; the second suggests someone selling

important items to corporate customers.

Use familiar words that are in almost everyone’s vocabulary. Try to use specific, con-

crete words. They’re easier to understand and remember. 5 Short, common words sound

friendlier.

Stuffy: Please give immediate attention to ensure that the pages of all reports prepared for distribution are numbered sequentially and in a place of optimum visibility.

6

Simple: Please put page numbers on all reports in the top outer corner.

The following list gives a few examples of short, simple alternatives.

Formal and Stuffy Short and Simple

ameliorate improve

commence begin

enumerate list

finalize finish, complete

prioritize rank

utilize use

viable option choice

There are four exceptions to the general rule that “shorter is better.”

1. Use a long word if it is the only word that expresses your meaning exactly.

2. Use a long word or phrase if it is more familiar than a short word. Send out is better than emit and a word in another language for a geographic place or area is better than exonym because more people know the first item in each pair.

3. Use a long word if its connotations are more appropriate. Exfoliate is better than scrape off dead skin cells.

4. Use a long word if the discourse community prefers it.

Connotations may differ among cultures. Even within a culture, connotations may change over time. The word charity had acquired such negative connotations by the 19th century that people began to use the term welfare instead. Now, welfare has acquired nega- tive associations. Most states have public assistance programs instead.

How positively can we present something and still be ethical? Referring to a product as

probiotic is probably better than saying it’s infused with bacteria similar to those in your digestive system.

7 Pressure-treated lumber sounds acceptable. But naming the product by

Learning idioms, such as

“I’m making the grade” and

“She’s geeking on Twilight,”

is challenging, especially to

non-native speakers of English.

To help people who learned

English in India, China, the

Czech Republic, and other

countries adapt to American

phrases, companies like

English, Baby! and web-based

programming like the Voice

of America’s OMG! Meiyu

reach out to millions of people

who wish to understand the

nuances of “eye gunk.” Among

the words and phrases that

trip up non-native speakers

are “psyched,” “big deal,” and

“hookup.”

Source: Alina Dizik, “Mastering the Finer Points of American Slang,”

The Wall Street Journal, May 30,

2012, http://online.wsj.com/article/

SB1000142405270230361050457

7418660113838998.html .

Sales of prunes fell 14% from 1993 to

1999. To stop the slide, the California

Prune Board decided to change the

product’s name (and its own). To do so

required approval from the U.S. Food

& Drug Administration, which regulates

food labels. Now you can’t buy prunes;

you buy “dried plums.” By July 2001,

sales had risen 5.5% over the previous

12-month period. 8 Prune Dried Plum

The food industry continues to

use words that are potentially

misleading to consumers. For

instance, if the label says “all

natural,” consumers should

be aware that there is no

legal definition for what that

means, and something that is

“fat free” may, in fact, still be

high in calories, especially if its

principal ingredient is sugar.

Source: Charlotte Andersen, “Are You Falling for These Food Label

Lies?” Shape, December 27, 2011,

http://www.shape.com/healthy-

eating/diet-tips/are-you-falling-

these-10-food-label-lies .

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259

Thinking Critically LO 15-2

Like many terms, critical thinking has more than one meaning. In its most basic sense, critical thinking means using precise

words and asking questions about what you read and hear.

Vague: This Wall Street Journal story discusses international business.

Precise: This Wall Street Journal story tells how Walmart plans to expand into Europe.

challenges the claim that a U.S. company needs a

native partner to succeed in international business.

gives examples of translation problems in

international business.

compares and contrasts accounting rules in Europe

and in Asia.

tells how three women have succeeded in

international business.

Questions about a Wall Street Journal story might include

• What information is the story based on? Did the reporter

interview people on both sides of the issue?

• When was the information collected? Is it still valid?

• Does evidence from other newspapers and magazines and from

your own experience tend to confirm or contradict this story?

• How important is this story? Does it call for action on

your part?

Critical thinking is especially important to business in the

21st century, so much so that the narrow focus on traditional

business skills in MBA programs earned criticism from man-

agement guru Warren Bennis. He noted, “They are teaching

courses to middle managers when they need to prepare lead-

ers.” To help students learn to think “out of the box,” some

MBA programs now include courses in law, poetry, entrepre-

neurship, and biotechnology.

In a more advanced sense, critical thinking means the ability

to identify problems, gather and evaluate evidence, identify and

evaluate alternate solutions, and recommend or act on the best

choice—while understanding that information is always incom-

plete and that new information might change one’s judgment of

the “best” choice.

In its most advanced sense, critical thinking means asking

about and challenging fundamental assumptions. For example,

as companies shift from a domestic business model to a global

one, they must question whether their values fit into new

marketplaces.

That’s what U.S. companies wishing to attract China’s youth

market—whose annual incomes total $40 billion—did, finding

that while Chinese youth want to express themselves, images of

extreme rebellion were distasteful to them.

“Chinese youth are not becoming Western. You don’t scrub

away 5,000 years of Confucian values with a couple of ads

for McDonald’s and Pepsi,” said Tom Doctoroff, a marketing

expert and CEO in Shanghai.

Even as they dye their hair wild colors or get body pierc-

ings, Chinese youth are still concerned with values like good

grades and pleasing their parents. So, American companies

Coca-Cola, McDonald’s, and the National Basketball Associa-

tion identified four “passion points” that aligned with Chinese

value systems: music, fashion, sports, and technology. They

created promotions that appealed to these passion points, using

popular Chinese celebrities and athletes in socially acceptable

presentations.

Coca-Cola alone saw sales increase in cyber cafés by 30%.

Such benefits came from questioning the assumption that

young people around the world assert their individuality in the

same way and for the same reasons.

A study published in the Journal of Personality and Social Psychology found that men who rate themselves as disagree- able, stubborn, and difficult make more money than co-workers,

an average of 18% more pay. Judged at face value, such a study

suggests rewards for being mean in the workplace. But what

is the explanation? Is it because the workplace values being

mean? Or are mean men more assertive, and thus more likely

to compete harder for raises and promotions? And what are

the long-term effects? For instance, do mean men make more

money in the short run but less over the course of their careers?

Thinking critically about questions like these can lead to mean-

ingful conclusions.

Sources: James Flanigan, “Makeover for MBA Programs,” www.latimes .com/business/la-fi-flan26june26,1,5147417.column, June 26, 2005;

Normandy Madden, “Reaching China’s Youth: A Balancing Act,”

Advertising Age, June 6, 2005, 14; and Liz Goodwin, “Mean Guys Finish First, at Least in Their Paychecks,” August 15, 2011,

http://news.yahoo.com/blogs/lookout/mean-guys-finish-first-least-

paychecks-193159172.html .

the material injected under pressure— arsenic-treated lumber —may lead the customer to make a different decision. Wood treated in this way even has been banned from most resi-

dential uses in the United States. We have the right to package our ideas attractively, but

we have the responsibility to give the public or our superiors all the information they need

to make decisions.

Building a Critical Skill

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260 Unit Four Polishing Your Writing

How do words get their meanings? LO 15-3

▶ Most meanings depend on usage.

Some dictionaries are descriptive, that is, their definitions describe the way people actually use words. In such a dictionary, the word verbal might be defined as spoken, not written, because many people use the word that way. In a prescriptive dictionary, words are defined as they are supposed to be used, according to a panel of experts. In such a dictionary, verbal would be defined as using words —which of course includes both writing and speaking. Check the introduction to your dictionary to find out which kind it is.

We learn meanings by context, by being alert and observant. Some terms will have

a specialized meaning in a social or work group. We learn some meanings by formal

and informal study: “generally accepted accounting principles” or what the trash can on

an e-mail screen symbolizes. Some meanings are negotiated as we interact one-on-one

with another person, attempting to communicate. Some words persist, even though the

reality behind them has changed. In 9 of the 10 largest U.S. cities, so-called “minori-

ties” are already in the majority. 9 Some people are substituting the term traditionally

underrepresented groups for minorities, but the old term is likely to remain in use for some time.

Some meanings are voted upon. Take, for example, the term minority-owned business. For years, the National Minority Supplier Development Council (NMSDC) has defined

the term as a business at least 51% of whose owners were members of racial or ethnic

minorities. But that made it hard for businesses to attract major capital or to go public,

since doing so would give more ownership to European-American investors. In 2000, the

NMSDC redefined minority-owned business as one with minority management and at least 30% minority ownership.

10

Is it OK to use jargon? LO 15-4

▶ If it’s essential.

There are two kinds of jargon . The first kind of jargon is the specialized terminology of a technical field. LIFO and FIFO are technical terms in accounting; byte and baud are computer jargon; scale-free and pickled and oiled designate specific characteris- tics of steel. Using technical terms in a job application letter suggests that you’re a

peer who also is competent in that field. In other messages, use technical jargon only

when the term is essential. Define the term when you’re not sure whether the reader

knows it.

Instant Replay

Denotation, Bypassing,

and Connotation

Denotation is a word’s literal or dictionary meaning. Bypassing occurs when two people use the

same word to mean, or denote,

different things. Connotation means the emotional colorings

or associations that accompany

a word.

I R

Denotation

Many words are easily confused.

By permission of Rick Detorie and Creators Syndicate, Inc.

Site to See

Go to

www.sec.gov/pdf/ handbook.pdf

for the Security and Exchange

Commission’s A Plain English

Handbook.

Go to

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Module 15 Choosing the Right Word 261

Instant Replay

Use a long word when

1. It is the only word that

expresses your meaning

exactly.

2. It is more familiar than a

short word.

3. Its connotations are more

appropriate.

4. The discourse community

prefers it.

I R

Use a long w

If a technical term has a “plain English” equivalent, use the simpler term:

Jargon: Foot the average monthly budget column down to Total Variable Cost, Total Management Fixed Cost, Total Sunk Costs, and Grand Total.

Better: Add the figures in the average monthly budget column for each category to determine the Total Variable Costs, the Total Management Fixed Costs, and the Total Sunk Costs. Then

add the totals for each category to arrive at the Grand Total.

The revision here is longer but better because it uses simple words. The original will be

meaningless to a reader who does not know what foot means. The second kind of jargon is business jargon, sometimes called businessese: as per

your request, enclosed please find, please do not hesitate. If any of the terms in the first column of Figure  15.1 show up in your writing, replace them with more modern

language.

What words confuse some writers? LO 15-5

▶ Words with similar sounds can have very different meanings.

Here’s a list of words that are frequently confused. Master them, and you’ll be well on the

way to using the right word.

1. accede/exceed

accede: to yield

exceed: to go beyond, surpass

I accede to your demand that we not exceed the budget.

2. accept/except

accept: to receive

except: to leave out or exclude; but

I accept your proposal except for point 3.

Figure 15.1 Getting Rid of Business Jargon

Instead of Use Because

At your earliest convenience The date you need a response If you need it by a deadline, say so. It may never be convenient

to respond.

As per your request; 55 miles

per hour

As you requested; 55 miles an hour Per is a Latin word for by or for each. Use per only when the

meaning is correct; avoid mixing English and Latin.

Enclosed please find Enclosed is; Here is An enclosure isn’t a treasure hunt. If you put something in the

envelope, the reader will find it.

Forward same to this office Return it to this office Omit legal jargon.

Hereto, herewith Omit Omit legal jargon.

Please be advised; Please be

informed

Omit—simply start your response You don’t need a preface. Go ahead and start.

Please do not hesitate Omit Omit negative words.

Pursuant to According to; or omit Pursuant does not mean after. Omit legal jargon in any case.

Said order Your order Omit legal jargon.

This will acknowledge receipt

of your letter.

Omit—start your response If you answer a letter, the reader knows you got it.

Trusting this is satisfactory, we

remain

Omit Eliminate -ing endings. When you are through, stop.

Site to See

Go to

www.yourdictionary.com/ fun.html

for links to word games on the

web.

Go to

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262 Unit Four Polishing Your Writing

3. access/excess

access: the right to use; admission to

excess: surplus

As supply clerk, he had access to any excess materials.

4. adept/adopt

adept: skilled

adopt: to take as one’s own

She was adept at getting people to adopt her ideas.

5. advice/advise

advice: (noun) counsel

advise: (verb) to give counsel or advice to someone

I asked him to advise me but I didn’t like the advice I got.

6. affect/effect

affect: (verb) to influence or modify

effect: (verb) to produce or cause; (noun) result

He hoped that his argument would affect his boss’ decision, but so far as he could see,

it had no effect.

The tax relief effected some improvement for the citizens whose incomes had been

affected by inflation.

7. affluent/effluent

affluent: (adjective) rich, possessing in abundance

effluent: (noun) something that flows out

Affluent companies can afford the cost of removing pollutants from the effluents their

factories produce.

8. a lot/allot

a lot: many (informal)

allot: divide or give to

A lot of players signed up for this year’s draft. We allotted one first-round draft choice

to each team.

9. amount/number

amount: (use with concepts that cannot be counted individually but can only be

measured)

number: (use when items can be counted individually)

It’s a mistake to try to gauge the amount of interest he has by the number of questions

he asks.

10. are/our

are: (plural linking verb)

our: belonging to us

Are we ready to go ahead with our proposal?

11. assure/ensure/insure

assure: to give confidence, to state confidently

ensure: to make safe (figuratively)

insure: to make safe, often by paying a fee against possible risk

I assure you that we ensure employees’ safety by hiring bodyguards.

The pianist insured his fingers against possible damage.

12. attributed/contributed

attributed: was said to be caused by

contributed: gave something to

The rain probably contributed to the accident, but the police officer attributed the

accident to driver error.

• Octoberfest is held in

September.

• The Big 10 has 12 teams.

• The principal ingredient in

sweetbread is neither sugar

nor bread but the cooked

pancreas or thymus of a

young animal, usually a calf.

Site to See

Go to

www.wsu.edu/~brians/ errors

for an even longer list of errors

(and words that may sound

wrong but are really right).

Instant Replay

Two Kinds of Jargon

Technical jargon includes words that have specific

technical meanings. Use

this kind of jargon in job

application letters. Avoid other

technical jargon unless it’s

essential. Business jargon or businessese are words that do not have specialized

meanings. Never use these

terms.

I R

Two Kinds o

Go to

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Module 15 Choosing the Right Word 263

13. between/among

between: (use with only two choices)

among: (use with more than two choices)

This year the differences between the two candidates for president are unusually 

clear.

I don’t see any major differences among the candidates for city council.

14. cite/sight/site

cite: (verb) to quote

sight: (noun) vision, something to be seen

site: (noun) real or virtual location

She cited the old story of the building inspector who was depressed by the very sight

of the site for the new factory.

15. complement/compliment

complement: (verb) to complete, finish; (noun) something that completes

compliment: (verb) to praise; (noun) praise

The compliment she gave me complemented my happiness.

16. compose/comprise

compose: make up, create

comprise: consist of, be made up of, be composed of

The city council is composed of 12 members. Each district comprises an area 50

blocks square.

17. confuse/complicate/exacerbate

confuse: to bewilder

complicate: to make more complex or detailed

exacerbate: to make worse

Because I missed the first 20 minutes of the movie, I didn’t understand what was

going on. The complicated plot exacerbated my confusion.

18. describe/prescribe

describe: list the features of something, tell what something looks like

prescribe: specify the features something must contain

The law prescribes the priorities for making repairs. His report describes our plans to

comply with the law.

19. discreet/discrete

discreet: tactful, careful not to reveal secrets

discrete: separate, distinct

I have known him to be discreet on two discrete occasions.

20. do/due

do: (verb) act or make

due: (adjective) scheduled, caused by

The banker said she would do her best to change the due date.

Due to the computer system, the payroll can be produced in only two days for all

453 employees.

21. elicit/illicit

elicit: (verb) to draw out

illicit: (adjective) not permitted, unlawful

The reporter could elicit no information from the Senator about his illicit

love affair.

While spell-checkers are

getting better at finding

mistakes, they still typically get

tripped up by homonyms, or

words that sound alike, and

correctly spelled words that

are being used incorrectly.

Watch out for “affect” instead

of “effect,” for instance, or

saying “I would of” instead

of “I would have.” Word

processing programs have

customizable features to help.

Microsoft Word, for instance,

can use multiple dictionaries

so foreign or technical words

can be checked for different

kinds of writing projects. One

way to check for homonyms

is to exclude them from the

dictionary so they are flagged

every time. Grammar checkers

may also catch some of these

types of errors, but the best

final step is still to know the

correct words and phrases and

review documents manually for

errors.

Source: Kaboodle.com, “11 Common Spelling Errors Spell

Check Won’t Catch,” April 16,

2012, http://shine.yahoo.com/

work-money/11-common-

spelling-errors-spell-check-

won-8217-172300248.html ; Helen

Bradley, “10 Spelling Checker

Secrets for Microsoft Word,” PC

World, March 13, 2012, http://

www.pcworld.com/businesscenter/

article/251766/10_spelling_

checker_secrets_for_microsoft_

word.html .

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264 Unit Four Polishing Your Writing

22. eminent/immanent/imminent

eminent: distinguished

immanent: dwelling within tangible objects

imminent: about to happen

The eminent doctor believed that death was imminent. The eminent minister believed

that God was immanent.

23. fewer/less

fewer: (use for objects that can be counted individually)

less: (use for objects that can be measured but not counted individually)

There is less sand in this bucket; there are probably fewer grains of sand, too.

24. forward/foreword

forward: ahead

foreword: preface, introduction

The author looked forward to writing the foreword to the book.

25. good/well

good: (adjective, used to modify nouns; as a noun, means something that is

good)

well: (adverb, used to modify verbs, adjectives, and other adverbs)

Her words “ Good work!” told him that he was doing well.

He spent a great deal of time doing volunteer work because he believed that doing

good was just as important as doing well.

26. i.e./e.g.

i.e.: ( id est —that is) introduces a restatement or explanation of the preceding word or phrase

e.g.: ( exempli gratia —for the sake of an example; for example) introduces one or more examples

Although he had never studied Latin, he rarely made a mistake in using Latin abbre-

viations, e.g., i.e., etc., because he associated each with a mnemonic device (i.e., a word or image used to help one remember something). He remembered i.e. as in effect, pretended that e.g. meant example given, and used etc. only when examples to continue would fit.

27. imply/infer

imply: suggest, put an idea into someone’s head

infer: deduce, get an idea out from something

She implied that an announcement would be made soon. I inferred from her smile that

it would be an announcement of her promotion.

28. it’s/its

it’s: it is, it has

its: belonging to it

It’s clear that a company must satisfy its customers to stay in business.

29. lectern/podium

lectern: raised stand with a slanted top that holds a manuscript for a reader or

notes for a speaker

podium: platform for a speaker or conductor to stand on

I left my notes on the lectern when I left the podium at the end of my talk.

30. lie/lay

lie: to recline; to tell a falsehood (never takes an object)

lay: to put an object on something (always takes an object)

He was laying the papers on the desk when I came in, but they aren’t lying there now.

With foreclosure imminent,

some homeowners found

a three-word phrase to

stave off banks and lending

companies: Produce the

note. Many mortgages had

been bundled and sold

during the real estate boom,

sometimes repeatedly, and

not every company claiming

ownership of a mortgage had

the documentation to prove

it. As a result, homeowners

slowed or stopped foreclosure

or even convinced lenders to

renegotiate the mortgage.

Source: Mitch Stacy, “Homeowner’s Rallying Cry:

Produce the Note,” The San

Francisco Chronicle, February 17,

2009, http://www.sfgate.com/cgi-

bin/article.cgi?f 5 /n/a/2009/02/17/

national/a120919S63.DTL .

While fast food may not imply

romance to many people, it

did for customers participating

in White Castle’s Valentine’s

Day experience at select

locations. To date, nearly

4,000 couples have enjoyed

the holiday trimmings at 157

of the chain’s 419 locations,

and one couple even wed in a

Louisville, KY, restaurant. The

cake was shaped like a “slider”

hamburger.

Source: Emily Bryson York, “White Castle Taking Reservations for

Valentine’s Day,” Advertising Age,

January 19, 2010, http://adage.com/

adages/post?article_id 5 141584 .

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Module 15 Choosing the Right Word 265

31. loose/lose

loose: not tight

lose: to have something disappear

If I lose weight, this suit will be loose.

32. moral/morale

moral: (adjective) virtuous, good; (noun: morals) ethics, sense of right

and wrong

morale: (noun) spirit, attitude, mental outlook

Studies have shown that coed dormitories improve student morale without harming

student morals.

33. objective/rationale

objective: goal

rationale: reason, justification

The objective of the meeting was to explain the rationale behind the decision.

34. personal/personnel

personal: individual, to be used by one person

personnel: staff, employees

All personnel will get new personal computers by the end of the year.

35. possible/possibly

possible: (adjective) something that can be done

possibly: (adverb) perhaps

It is possible that we will be able to hire this spring. We can choose from possibly

the best graduating class in the past five years.

36. precede/proceed

precede: (verb) to go before

proceed: (verb) to continue; (noun: proceeds) money

Raising the money must precede spending it. Only after we obtain the funds can we

proceed to spend the proceeds.

37. principal/principle

principal: (adjective) main; (noun) person in charge; money lent out at interest

principle: (noun) basic truth or rule, code of conduct

The Prince, Machiavelli’s principal work, describes his principles for ruling a state.

38. quiet/quite

quiet: not noisy

quite: very

It was quite difficult to find a quiet spot anywhere near the floor of the stock

exchange.

39. regulate/relegate

regulate: control

relegate: put (usually in an inferior position)

If the federal government regulates the size of lettering on county road signs, we may

as well relegate the current signs to the garbage bin.

40. residence/residents

residence: home

residents: people who live in a building

The residents had different reactions when they learned that a shopping mall would be

built next to their residence.

Consider how words can be

presented in headlines, on

signage, and anywhere else.

Company and domain names

may run together, for instance,

creating unexpected results.

Some rumors about problems

are true. Snopes.com, which

investigates the authenticity

of urban legends, verifies that

Italy’s Powergen indeed found

itself with powergenitalia.com

when it created a website,

and Experts Exchange, a site

for computer programmers,

initially could be found at

expertsexchange.com .

Source: Downloaded on January 27, 2008, at www.snopes.com/

business/names/domains.asp .

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266 Unit Four Polishing Your Writing

41. respectfully/respectively

respectfully: with respect

respectively: to each in the order listed

When I was introduced to the queen, the prime minister, and the court jester, I bowed

respectfully, shook hands politely, and winked, respectively.

42. role/roll

role: part in a play or script, function (in a group)

roll: (noun) list of students, voters, or other members; round piece of bread;

(verb) move by turning over and over

While the teacher called the roll, George—in his role as class clown—threw a roll he

had saved from lunch.

43. simple/simplistic

simple: not complicated

simplistic: watered down, oversimplified

She was able to explain the proposal in simple terms without making the explanation

sound simplistic.

44. stationary/stationery

stationary: not moving, fixed

stationery: paper

During the earthquake, even the stationery was not stationary.

45. their/there/they’re

their: belonging to them

there: in that place

they’re: they are

There are plans, designed to their specifications, for the house they’re building.

46. to/too/two

to: (preposition) function word indicating proximity, purpose,

time, etc.

too: (adverb) also, very, excessively

two: (adjective) the number 2

The formula is too secret to entrust to two people.

47. unique/unusual

unique: sole, only, alone

unusual: not common

I believed that I was unique in my ability to memorize long strings of numbers until

I consulted Guinness World Records and found that I was merely unusual: Someone else had equaled my feat in 1997.

48. verbal/oral

verbal: using words

oral: spoken, not written

His verbal skills were uneven: His oral communication was excellent, but he didn’t

write well. His sensitivity to nonverbal cues was acute: He could tell what kind of day

I had just by looking at my face.

Hint: Oral comes from the Latin word for mouth, os. Think of Oral-B Toothbrushes: For the mouth.

Verbal comes from the Latin word for word, verba. Nonverbal language is language that does not use words (e.g., body language).

If you misspell a popular

web address, what are your

chances of landing on a site

owned by a “typo-squatter”?

One in 14. According to

research by McAfee, the

security software company,

typo-squatters capitalize on

poor typists, taking them to

similar-sounding websites

that feature clickable ads.

Companies can earn nearly

a quarter with each click.

Harvard University’s Tyler

Moore and Benjamin Edelman

estimate that if 60% of such

sites have advertising supplied

by Google, the company could

earn $497 million a year.

Source: Dan Kaplan, “McAfee: Typo-Squatters Cashing In on

Website Misspellings,” November

20, 2007, downloaded at http//

www.securecomputing.net.au/

news/65384,mcafee-typosquatters-

cashing-in-on-website-misspellings.

aspx; and Jim Giles, “Typos May

Earn Google $500m a Year,” New

Scientist, February 2010, http://

www.newscientist.com/article/

dn18542-typos-may-earn-google-

500m-a-year.html .

What do Mark Twain, Charles

Darwin, Theodore Roosevelt,

and Ed Rondthaler have in

common? Each has wanted to

reform the spelling of words in

English, using a more phonetic

basis. Says Rondthaler,

a 102-year-old who has

championed the case for

decades: “We have 42 different

sounds in English, and we spell

them 400 different ways.”

Source: Rebecca Dana, “National Spelling Bee Brings Out Protesters

Who R Thru with Through,” The Wall

Street Journal, May 30, 2008, A1.

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Module 15 Choosing the Right Word 267

49. whether/weather

whether: (conjunction) used to introduce possible alternatives

weather: (noun) atmosphere: wet or dry, hot or cold, calm or storm

We will have to see what the weather is before we decide whether to hold the picnic

indoors or out.

50. your/you’rer

your: belonging to you

you’re: you are

You’re the top candidate for promotion in your division.

Assignments for Module 15

15.1 What is the difference between denotation and connotation? (LO 15-1)

15.2 What is bypassing? (LO 15-1)

15.3 Why are short, simple words generally best? (LO 15-1)

15.4 What are the two kinds of jargon? Which is OK to use at times? (LO 15-4)

Questions for Comprehension

15.5 If you were going to buy a new dictionary, would you want a descriptive or a prescriptive one? Why? (LO 15-3)

15.6 Why is it desirable to use technical jargon in a job letter and a job interview? (LO 15-4)

15.7 How can you avoid confusing words that sound or seem similar? (LO 15-5)

Questions for Critical Thinking

Summary of Learning Objectives

• Denotation is a word’s literal or dictionary meaning. (LO 15-1)

• Bypassing occurs when two people use the same word to mean, or denote, different things. (LO 15-1)

• Connotation means the emotional colorings or associations that accompany a word. (LO 15-1)

• Generally, short words are better. But use a long word when

(LO 15-1) 1. It is the only word that expresses your meaning exactly.

2. It is more familiar than a short word.

3. Its connotations are more appropriate.

4. The discourse community prefers it.

• In its most basic sense, critical thinking means using precise words and asking questions about what you read and hear.

(LO 15-2) • In a more advanced sense, critical thinking means the ability to

identify problems, gather and evaluate evidence, identify and

evaluate alternate solutions, and recommend or act on the best

choice. (LO 15-2)

• Some dictionaries are descriptive, meaning their definitions describe the way people actually use words. Prescriptive dic- tionaries define words the way a panel of experts say they

should be used. (LO 15-3) • We also learn meanings through context and formal and infor-

mal study. Some meanings are voted upon by groups, such as

professional or regulatory organizations. (LO 15-3) • Jargon is acceptable if it is essential, such as necessary tech-

nical terms. Avoid business jargon, or businessese, which includes trite phrases like as per your request and please do not hesitate. (LO 15-4)

• Words that sound similar to each other but have different meanings

often confuse people. These words include accept/except, affect/ effect, discreet/discrete, forward/foreword, it’s/its, loose/lose, personal/ personnel, principal/principle, quiet/quite, respectfully/respectively, their/there/they’re, and to/too/two. (LO 15-5)

• Other words that seem similar and are frequently confused

include between/among, fewer/less, good/well, and verbal/oral. (LO 15-5)

a. Each of the following words has several denotations.

How many do you know? How many does a good dic-

tionary list?

browser link sample

b. List five words that have multiple denotations.

Exercises and Problems

15.8 Identifying Words with Multiple Denotations (LO 15-1)

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268 Unit Four Polishing Your Writing

15.9 Explaining Bypassing (LO 15-1)

Show how bypassing is possible in the following examples.

a. France and Associates: Protection from Professionals

b. We were not able to account for the outstanding amount

of plastic waste generated each year.

c. I scanned the résumés when I received them.

15.10 Evaluating Connotations (LO 15-1)

a. Identify the connotations of each of the following

metaphors for a multicultural nation.

melting pot

mosaic

tapestry

garden salad

stew

b. Which connotations seem most positive? Why?

15.11 Evaluating the Ethical Implications of Connotations (LO 15-1)

In each of the following pairs, identify the more favorable

term. Is its use justified? Why or why not?

1. wastepaper recovered fiber

2. feedback criticism

3. scalper ticket reseller

4. budget spending plan

5. caviar fish eggs

15.12 Correcting Errors in Denotation and Connotation (LO 15-1)

Identify and correct the errors in the following sentences.

1. Louie speaks pretty good English for a guy from the

south side.

2. I literally exploded with joy when I found out I got the job.

3. Thank goodness Carl, the senior vice president, is older

than dirt and has the memory of an elephant.

4. For a woman, JoAnn is remarkably stable—she might

just have what it takes for management.

5. Marti estimated the air fare would be $324.34 for a

roundtrip flight to Spokane. She said we could rent a car

and drive instead for about $231.41.

15.13 Using Connotations to Shape Response (LO 15-1)

Write two sentences to describe each of the following situ- ations, one with positive words, the other with negative

words.

1. Lee talks to co-workers about subjects other than work,

such as last weekend’s ball game.

2. Lee spends a lot of time sending e-mail messages and

monitoring e-mail newsgroups.

3. As a supervisor, Lee rarely gives specific instructions to

subordinates.

15.14 Choosing Levels of Formality (LO 15-1, LO 15-3)

Identify the more formal word in each pair. Which term is better for most business documents? Why?

1. adapted to geared to

2. befuddled confused

3. assistant helper

4. pilot project testing the waters

5. cogitate think

15.15 Identifying Jargon (LO 15-4)

How many of these business jargon terms do you know?

1. Sticky website

2. Alpha geek

3. Road warrior

4. E-tailer

5. Bottom-fish

15.16 Eliminating Jargon and Simplifying Language (LO 15-5)

Revise these sentences to eliminate jargon and to use short, familiar words. You may need to rewrite or add information.

1. With regard to the aforementioned letter of July the 15 th , we

expect to expedite your order to ship not later than July 21.

2. Jordyn fully appreciates your understanding with regards

to the penultimate and ultimate recommendations for

your consideration.

3. Your affirmation via signature will conclude all manner

of business regarding this transaction.

4. Per your request, please find enclosed the listing of the

required nomenclature for the project headings.

5. Proffering the appropriate renumeration for services

rendered assists in securing the most adroit and capable

person for our employ.

15.17 Choosing the Right Word (LO 15-1 to LO 15-5)

Choose the right word for each sentence.

1. We were waiting for (their/there) fax to come through.

2. A good manager is always aware of the (moral/morale)

of his or her employees.

3. (Are/Our) best practices are described on the company

web page.

4. Many of the Boca Raton (residence/residents), Lani told

us, want to move in by the fifth day of the month their

lease begins.

5. It was (quiet/quite) surprising to see Tyree’s

name missing from the list of Haller-Jacobs Award

nominees.

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Module 15 Choosing the Right Word 269

6. We have to be careful not to (loose/lose) the Philmore

Company contract because our first-quarter perfor-

mance will be based on it.

7. When Andre asked me to write the (forward/foreword)

to the book, I was honored—he’s been my mentor since

the day I started working here.

8. According to Bridget, the decline in sales can be

(attributed/contributed) to an overall dip in the economy.

9. Chelsea Lomax stepped right up to the (lectern/podium)

and gave the best speech I’ve ever heard.

10. (Between/Among) you and me, I think the proposal

needs a lot more work before we can submit it.

15.18 Choosing the Right Word (LO 15-1 to LO 15-5)

Choose the right word for each sentence.

1. (Their/There/They’re) thinking that it’s a good idea to

hire a consultant to help us plan the festival.

2. While writing his report, Ahmed (implied/inferred)

from the data that the next big trend will focus on 3D

technology.

3. I asked Jennifer where the slides were, and she said she

found them (laying/lying) on the conference table.

4. Tom pointed out we could expect (fewer/less) turbu-

lence in the marketplace this year, as the economy

seems to be stabilizing.

5. Though the (amount/number) of typos was small, they

were enough to make his résumé seem poor compared

to the competition.

6. When Eliza.beth (accepted/excepted) the position, she

said she would be happy to help train her replacement

before leaving.

7. Xian submitted a request for additional (personal/

personnel) to help with getting our phone system

installed by January 10.

8. If managers get questions from staff regarding downsizing—

(i.e.,/e.g.,) which employees will be laid off?—they should

direct those employees to the HR Department.

9. The obvious (affects/effects) of having high employee

morale are lower turnover, decreased accidents, and bet-

ter productivity.

10. Make sure that you get the agreement in writing; our

legal counsel stresses that a(n) (oral/verbal) agreement

is too informal.

15.19 Choosing the Right Word (LO 15-1 to LO 15-4)

Choose the right word for each sentence.

1. The letter said (are/our) books showed we (are/our) in

good financial health.

2. Arthur is one of the (principals/principles) at the firm,

and as such, he has a duty to oversee operations.

3. (Whether/Weather) we expect to need it or not, it’s a

good idea to have liability insurance.

4. A (unique/unusual) characteristic of our chroming pro-

cess is the one-of-a-kind, durable finish.

5. Three attorneys (compose/comprise) the legal team that

is reviewing the contracts presented to us by Hynek and

Associates.

6. Though it was (implied/inferred) in the proposal that the

project could be completed with a minimum of expense,

Phoebe says we would be wise to budget for several

thousand dollars more anyway.

7. Christina pointed out (its/it’s) likely that we will see

orders pick up the closer we get to the December holidays.

8. Of the many (moral/morale) (principals/principles) that

guide our decision making, considering our customers’

welfare is the most important.

9. Perhaps (to/too/two) much attention was given to the

technical details of the project when more could have

been paid to the overall (objective/rationale).

10. Slapping his hand on the (lectern/podium) for emphasis,

Brin Maxwell said we could (lose/loose) customers if

we (precede/proceed) rashly in our expansion into other

markets.

A sentence with too many ideas, strung together by coordinating

conjunctions that lack the required commas, is a run-on. (Remem- ber that coordinating conjunctions such as and, or, and but need a comma to connect independent clauses.)

Run-ons confound readers because there are too many ideas

competing for attention and because the missing commas make the

ideas harder to follow. The effect is similar to listening to a speaker

who does not pause between sentences—where does one point

begin and another end?

Test for run-ons by looking for more than two main

ideas in a sentence and a lack of commas with coordinating

conjunctions:

We installed the new computers this morning and they are

running fine but there weren’t enough computers for everyone

so we are going to purchase more on Wednesday and we will

install them and then the department will be fully operational.

Count the number of things going on in this sentence. Where are

the commas?

Fix a run-on in one of three ways:

1. For short run-ons, add the missing commas:

Incorrect: The purchasing department sent order forms but we received too few so we are requesting more.

Run-On Sentences

Polishing Your Prose

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270 Unit Four Polishing Your Writing

Correct: The purchasing department sent order forms, but we received too few, so we are requesting more.

2. Rewrite the sentence using subordination:

Correct: Because we received too few order forms, we are requesting more from the purchasing department.

3. For longer run-ons, break the run-on into two or more sentences,

add missing commas, and subordinate where appropriate.

Correct: We installed the new computers this morning. They are running fine, but because there weren’t enough computers for

everyone, we are going to purchase more on Wednesday. When

we install them, the department will be fully operational.

Exercises

Fix the following run-on errors.

1. Jessica went to college in Texas but her sister stayed in Indiana

and attended a local private university.

2. Many of our employees would trade vacation days for shorter

work hours in general but we’re not sure that the central office

would approve of the idea.

3. George said he was going to be late for the meeting but Char-

lene said she would be there on time so let’s plan still getting

together at 1 p.m.

4. A few of the employees nearing retirement age want us to

hold planning seminars but we don’t really have the space for

it so please ask someone in HR to locate a room at a confer-

ence center.

5. Tucker wants to know if he should stay later tonight but I

haven’t heard from Andy yet and Paulette told me she would

call back in a few minutes.

6. Nabil purchased the stock at the expected price and the order

went through but we later got a call from the broker about it.

7. The letter traveled to several offices before it got to me and I

only just read it so it may take me a while to consider what it

says so you might want to come back in an hour.

8. Joe Dunleavy said he would submit the proposal to the Atlanta

office but Karlie DelVechhio thinks it makes more sense to

run it past Kevin Green in Legal first and Miranda Kang, who

just got her law degree from DePaul, agrees.

9. While St. Augustine was my first choice, I really like Tampa

and I found a terrific place to live that is close to the beach but

it is very affordable and I think I’m really going to like it here!

10. The Bergerons and the Shimedas said they would be attending

the awards dinner but Lou Carlisle said his wife has another

commitment so he is attending alone and that means we will

need to make sure we have the correct number of seats.

Check your answers to the odd-numbered exercises at the back of the book.

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271

R evising sentences and paragraphs can make the difference between a not-so-great document

and a really effective paper or e-mail message.

In your first round of revision (◀◀ p. 60), when you focus on content and clarity, you’ll add, expand,

modify, and perhaps delete sentences and paragraphs. In the second round of revision, as you focus

on organization and layout, you change the order of sentences and paragraphs to make them flow

better or to put earliest the reader benefit (◀◀ p. 112) that will appeal to most readers. The third round

of revision focuses on sentences and paragraphs, as you improve style and tone. In editing, you’ll

again check sentences, this time for grammatical corrections (◀◀ Module 14).

LO 16-1 Define good style in business messages.

LO 16-2 Demonstrate appropriate tone in business messages.

LO 16-3 Differentiate rules from writing habits and conventions.

LO 16-4 Apply strategies for sentence revision.

LO 16-5 Apply strategies for paragraph revision.

LO 16-6 Synthesize style with organizational culture.

Module 16 will help you to make sentences and paragraphs even better. After completing the module,

you should be able to

LEARNING OBJECTIVES

Revising Sentences and Paragraphs 16

Module

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272 Unit Four Polishing Your Writing

What is “good” style? LO 16-1

▶ It’s both businesslike and friendly.

Good business and administrative writing sounds like a person talking to another person.

Unfortunately, much of the writing produced in organizations today seems to have been

written by faceless bureaucrats rather than by real people.

The style of writing that has traditionally earned high marks in college essays and

term papers is arguably more formal than good business and administrative writing.

(See Figure 16.1 .) However, many professors also like term papers that are easy to read

and use good visual impact.

Most people have several styles of talking, which they vary instinctively depending on

the audience. Good writers have several styles, too. A memo to your boss complaining

about the delays from a supplier will be informal, perhaps even chatty; a letter to the sup-

plier demanding better service will be more formal.

Keep the following points in mind as you choose a level of formality for a specific

document:

• Use a friendly, informal style for someone you’ve talked with.

• Avoid contractions, slang, and even minor grammatical lapses in paper documents to

people you don’t know. Abbreviations are OK in e-mail messages if they’re part of the

group’s culture.

• Pay particular attention to your style when you have to write uncomfortable messages:

when you write to people you fear or when you must give bad news. Reliance on nouns

rather than on verbs and a general deadening of style increase when people are under

stress or feel insecure. 1 Confident people are more direct. Edit your writing so that you

sound confident, whether you feel that way or not.

Good business style allows for individual variation. Depending on the audience and

situation, humor may be acceptable.

An arrogant style often

backfires. A college

student’s summer job

application circulated

to Nomura, Goldman

Sachs, Morgan Stanley,

PricewaterhouseCoopers, and

others. At heart was the hubris

of the writer, who boasted

about sometimes irrelevant

accomplishments even as

job seekers scrambled to find

work: “I am unequivocally

the most unflaggingly hard

worker I know, and I love self-

improvement. I have always

felt that my time should be

spent wisely, so I continuously

challenge myself . . . I decided

to redouble my effort by

placing out of two classes,

taking two honors classes,

and hold two part-time jobs.

That semester I achieved a

3.93, and in the same time

I managed to bench double

my bodyweight and do 35

pull-ups.”

Figure 16.1 Different Levels of Style

Feature Conversational Style Good Business Style Traditional Term Paper Style

Formality Highly informal Conversational; sounds like a real

person talking

More formal than conversation would

be, but retains a human voice

Use of contractions Many contractions OK to use occasional contractions Few contractions, if any

Pronouns Uses I, first- and second-

person pronouns

Uses I, first- and second-person

pronouns

First- and second-person pronouns

kept to a minimum

Level of friendliness Friendly Friendly No effort to make style friendly

How personal Personal; refers to

specific circumstances of

conversation

Personal; may refer to reader

by name; refers to specific

circumstances of readers

Impersonal; may generally refer to

readers but does not name them or

refer to their circumstances

Word choice Short, simple words; slang Short, simple words but avoids slang Many abstract words; scholarly,

technical terms

Sentence and

paragraph length

Incomplete sentences; no

paragraphs

Short sentences and paragraphs Sentences and paragraphs usually

long

Grammar Can be ungrammatical Uses standard edited English Uses standard edited English

Visual impact Not applicable Attention to visual impact of

document

No particular attention to visual

impact

(continued)

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273

Business writing should be businesslike and friendly. But

what exactly does it mean to be “friendly”? Well, it depends.

It depends on whom you’re dealing with, the culture of your

workplace, and even the part of the country where you work.

In the past 50 years, social distance in the United States has

decreased. In many, perhaps most, workplaces, most people call

each other by their first names, whatever their age or rank. But

even in cultures that pride themselves on their egalitarianism, dif-

ferences in status do exist. When you’re a newcomer in an orga-

nization, when you’re a younger person speaking to someone

older, or when you’re a subordinate speaking to a superior, you’re

wise to show your awareness of status in the tone you use.

Tone (◀◀ p. 106) is the implied attitude of the speaker or writer toward what the words say. We’re usually experts on tone

of voice, especially the tones of other people’s voices who don’t

seem to respect us. But sometimes it’s harder for us to hear the

lack of respect in our own voices as we talk or write to others.

If you’re the boss, it’s probably OK to e-mail your subordi-

nates, “Let me know when you’re free next week for a meeting.”

But if you’re a subordinate trying to line up people on your own

level or higher up, politeness pays: “Would you be able to meet

next week? Could you let me know what times you have free?”

The difficulty, of course, is that norms for politeness, like

those for friendliness, can differ from organization to organi-

zation, from group to group, and even in different parts of the

country and of the world (◀◀ p. 107). Furthermore, the same words that seem polite and friendly coming from a superior to

a subordinate can seem pushy or arrogant coming from a sub-

ordinate to a superior. “Keep up the good work!” is fine coming

from your boss. It isn’t, however, something you would say to your boss.

As in other communication situations, you have to analyze

the situation rhetorically. Who are your audiences (◀◀ p. 20)? What are your purposes? How do other people in the organiza-

tion talk and write? What kind of response do you get? If a cus-

tomer winces when you return her credit card and say, “Have

a nice day, Mary,” maybe she doesn’t appreciate being called

by her first name. Talk to your peers in the organization about

communication. What seems to work? What doesn’t? And talk

to a superior you trust. How do you come across? If you’re cre-

ating the image you want to create, good. But if people think

that you’re rude, stuck-up, or arrogant, they may be reacting to

your tone. A tone that worked for you in some situations in the

past may need to be changed if you’re to be effective in a new

workplace or a new organization.

Building a Critical Skill

Using the Right Tone LO 16-2

Are there rules I should follow? LO 16-3

▶ Most “rules” are really guidelines.

Some “rules” are grammatical conventions. For example, standard edited English

requires that each sentence has a subject and verb and that they agree. Business writ-

ing normally demands standard grammar, but exceptions exist. Promotional materials

such as brochures, advertisements, and sales and fund-raising letters may use sentence

fragments to gain the effect of speech.

Dr. Johnnetta B. Cole was president of Bennett College for Women

and now chairs the college’s Johnnetta B. Cole Global Diversity &

Inclusion Institute. Part of her success comes from matching her tone

to her audience and the situation. A “force of nature,” as peer Antonia

Hernandez describes her, Dr. Cole has a demeanor that is “dignified

but down to earth.” She is pictured here with students Lauren Chanel

Thomas, Alissa Johnson, and Ashley Shanelle Cobb.

Sources: “Dr. Johnnetta B. Cole, Keynote Speaker for the 2012 WCTF Conference,” downloaded on July 28, 2012, at http://www.cew.umich.edu/ dr-johnnetta-b-cole-keynote-speaker-2012-wctf-conference; and C. Stone Brown, “‘Sister’ Chair of the Board,” Diversity Inc., February 2006.

Source: Eric Platt, “How a Tenacious Summer Analyst

Applicant Got Laughed at by

Goldman, Moran, and Everyone

Else on Wall Street,” February 9,

2012, http://finance.yahoo.com/

news/tenacious-summer-analyst-

applicant-got-laughed-at-by-

everyone-else-on-wall-street.html.

(continued)

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274 Unit Four Polishing Your Writing

Other “rules” may be conventions adopted by an organization so that its documents will

be consistent. For example, a company might decide to capitalize job titles (Production Manager), even though grammar doesn’t require the capitals, or always to use a comma before and in a series, even though a sentence can be grammatical without the comma. A different company might make different choices.

Still other “rules” are attempts to codify “what sounds good.” “Never use I ” and “use big words” are examples of this kind of “rule.” These “rules” are half-truths and must be applied

selectively, if at all. Think about your audience (◀◀ p. 20), the discourse community (◀◀ p. 28), your purposes, and the situation. If you want the effect produced by an impersonal style and

polysyllabic words, use them. But use them only when you want the distancing they produce.

To improve your style,

• Get a clean page or screen, so that you aren’t locked into old sentence structures.

• Try WIRMI: W hat I R eally M ean I s. 2 Then write the words. • Try reading your draft out loud to someone sitting at a comfortable personal distance.

If the words sound stiff, they’ll seem stiff to a reader, too.

• Ask someone else to read your draft out loud. Readers stumble because the words on

the page aren’t what they expect to see. The places where that person stumbles are

places where your writing can be better.

• Read widely and write a lot. • Use the eight techniques in the next two sections.

What should I look for when I revise sentences? LO 16-4

▶ Try these six techniques.

At the sentence level, six kinds of revisions will help make your writing easy to read.

1. Use Active Verbs Most of the Time

“Who does what” sentences with active verbs make your writing more forceful.

A verb is active if the grammatical subject of the sentence does the action the verb describes. A verb is passive if the subject is acted upon. Passives are usually made up of a form of the verb to be plus a past participle. Passive has nothing to do with past. Passives can be past, present, or future:

were received (in the past)

is recommended (in the present)

will be implemented (in the future)

To spot a passive, find the verb. If the verb describes something that the grammatical

subject is doing, the verb is active. If the verb describes something that is being done to the

grammatical subject, the verb is passive.

Active Passive

The customer received 500 Five hundred widgets were received

widgets. by the customer.

I recommend this method. This method is recommended by me.

The state agencies will implement The program will be implemented

the program. by the state agencies.

Verbs can be changed from active to passive by making the direct object (in the

oval) the new subject (in the box). To change a passive verb to an active one, you must

A warning label on a small

tractor, “Danger: Avoid

Death,” was the winner of the

11th annual Wacky Warning

Label Contest. Other winners

included an iron-on T-shirt

transfer with “Do not iron

while wearing shirt” and a

baby stroller with a storage

pouch that states, “Do not

put child in bag.” In 2009, the

winner was for the Off-Rode

Commode, a toilet seat that

attaches to a trailer hitch: “Not

for use on moving vehicles.”

2012’s winners included a

label that came with seven-

inch decorative globes—“The

globes should not be referred

to for navigation”—and a

warning on an electric razor—

“Never use while sleeping.”

Sources: Ron Vample, “‘Danger: Avoid Death’ Contest Winner,”

December 12, 2007, downloaded

at http://news.yahoo.com/s/

ap/ 20071212/ap_on_fe_st/

odd_ wacky_warnings ; Thomas

McAdam, “Wacky Warning

Label Contest Winner,” The

Chicago Examiner, June 16,

2009, http://www.examiner.

com/x-3747-Louisville-City-Hall-

Examiner~y2009m6d16-Wacky-

warning-label-contest-winner ; and

“‘15th Annual Wacky Warning

Labels’ Contest: Winners Selected!”

June 18, 2012, www.prnewswire.

com/news-releases/15th-annual-

wacky-warning-labels-contest-2012-

winners-selected-159430055.html .

Site to See

Go to

www.larseighner.com/work shop/faq/qa050162.html

Lars Eighner explains how to

think of better verbs.

Go to

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Module 16 Revising Sentences and Paragraphs 275

make the agent (“by_____ ” in <  >  ) the new subject. If no agent is specified in the

sentence, you must supply one to make the sentence active.

Active Passive

The plant manager approved The request was approved by the

the request. <plant manager>.

The committee will decide A decision will be made

next month. next month. No agent in sentence.

[You] send the customer a letter A letter will be sent informing the

informing her about the change. customer of the change. No agent

in sentence.

If the sentence does not have a direct object in its active form, no passive equivalent exists.

Active No Passive Exists

I would like to go to the conference.

The freight charge will be about $1,400.

The phone rang.

Passive verbs have at least three disadvantages:

1. If all the information in the original sentence is retained, passive verbs make the

sentence longer. Passives take more time to understand. 3

2. If the agent is omitted, it’s not clear who is responsible for doing the action.

3. When many passive verbs are used, or when passives are used in material that has a lot

of big words, the writing can be boring and pompous.

Passive verbs are desirable in these situations:

• Use passives to emphasize the object receiving the action, not the agent.

Your order was shipped November 15.

The customer’s order, not the shipping clerk, is important.

• Use passives to provide coherence within a paragraph. A sentence is easier to read if

“old” information comes at the beginning of a sentence. When you have been discussing

a topic, use the word again as your subject even if that requires a passive verb.

The bank made several risky loans in the late 1990s. These loans were written off as

“uncollectible” in 2004.

Using loans as the subject of the second sentence provides a link between the two sentences, making the paragraph as a whole easier to read.

• Use passives to avoid assigning blame.

The order was damaged during shipment.

An active verb would require the writer to specify who damaged the order. The passive here is more tactful.

2. Use Verbs to Carry the Weight of Your Sentence

Put the weight of your sentence in the verb. When the verb is a form of the verb to be, revise the sentence to use a more forceful verb.

Weak: The financial advantage of owning this equipment instead of leasing it is 10% after taxes. Better: Owning this equipment rather than leasing it will save us 10% after taxes.

Revision helps to avoid

problems, so review

documents carefully. ESPN

apologized for using a

racial slur in a headline

critiquing the performance

of basketball sensation

Jeremy Lin. While the term

has additional meanings,

its racial connotation was

obvious to readers. Olympian

Lolo Jones tweeted from the

2012 Summer Games that

Americans should do well in

“da gun shooting competition.”

The comment may have

seemed less insensitive had

it not followed on the heels

of a deadly mass shooting

in Colorado that made world

headlines barely a week

before. Look beyond words,

too. An online ad for French

clothier La Redoute was

taken down after audiences

noticed the nude man in the

background of a beach scene.

Even though many French

people are comfortable with

nudity on public beaches, they

were appalled to see it in an ad

selling clothes to children.

Sources: “EPSN Sorry for Offensive Headline on Lin Story,” The

Seattle Times, February 18, 2012,

http://seattletimes.nwsource.

com/html/sports/2017540845_

apbknknickslinheadline.html ;

Chris Chase, “Lolo Jones Thinks

Americans Should Do Well in ‘Da

Gun Shooting Competition,” July

28, 2012, http://sports.yahoo.com/

blogs/olympics-fourth-place-medal/

lolo-jones-thinks-americans-well-

da-gun-shooting-181436042—oly.

html ; and Piper Weiss, “The

NSFW Kid’s Clothing Ad: French

Fashion Company’s Major Faux

Pas,” January 6, 2012, http://

shine.yahoo.com/fashion/nsfw-

kids-clothing-ad-french-fashion-

companys-major-174800986.html .

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276 Unit Four Polishing Your Writing

Nouns ending in -ment, -ion, and -al often hide verbs.

make an adjustment adjust

make a payment pay

make a decision decide

reach a conclusion conclude

take into consideration consider

make a referral refer

provide assistance assist

Use verbs to present the information more forcefully.

Weak: We will perform an investigation of the problem. Better: We will investigate the problem. Weak: Selection of a program should be based on the client’s needs. Better: Select the program that best fits the client’s needs.

3. Tighten Your Writing

Writing is wordy if the same idea can be expressed in fewer words. Unnecessary words increase typing time, bore your reader, and make your meaning more difficult to follow, since

the reader must hold all the extra words in mind while trying to understand your meaning.

Good writing is tight. Tight writing may be long because it is packed with ideas. In

Modules 6–8, we saw that revisions to create you-attitude and positive emphasis and to

develop reader benefits were frequently longer than the originals because the revision added information not given in the original.

Sometimes you may be able to look at a draft and see immediately how to tighten it.

When wordiness isn’t obvious, try the following strategies for tightening your writing.

a. Eliminate words that say nothing.

b. Use gerunds (the - ing form of verbs) and infinitives (the to form of verbs) to make sentences shorter and smoother.

c. Combine sentences to eliminate unnecessary words.

d. Put the meaning of your sentence into the subject and verb to cut the number of words.

The purpose of eliminating unnecessary words is to save the reader’s time, not simply to see

how few words you can use. You aren’t writing a telegram, so keep the little words that make

sentences complete. (Incomplete sentences are fine in lists where all the items are incomplete.)

The following examples show how to use these methods.

a. Eliminate Words that Say Nothing

Cut words that are already clear from other words in the sentence. Substitute single words

for wordy phrases.

Wordy: Keep this information on file for future reference. Tighter: Keep this information for reference. or: File this information. Wordy: Ideally, it would be best to put the billing ticket just below the screen and above the

keyboard.

Tighter: If possible, put the billing ticket between the screen and the keyboard.

Phrases beginning with of, which, and that can often be shortened.

Wordy: the question of most importance Tighter: the most important question Wordy: the estimate which is enclosed Tighter: the enclosed estimate

Sentences beginning with There are or It is can often be tighter.

Wordy: There are three reasons for the success of the project. Tighter: Three reasons explain the project’s success.

Better verbs make sentences

more forceful and up to 25%

easier to read.

Sources: E. B. Coleman, “The Comprehensibility of Several

Grammatical Transformations,”

Journal of Applied Psychology

48, no. 3 (1964): 186–90; and

Keith Raynor, “Visual Attention in

Reading: Eye Movements Reflect

Cognitive Processes,” Memory and

Cognition 5 (1977): 443–48.

Instant Replay

Ways to Improve Style

• Get a clean page or screen.

• Try WIRMI: W hat I R eally

M ean I s.

• Read your draft out loud

to someone sitting at a

comfortable personal

distance.

• Ask someone else to read

your draft out loud. Revise

passages where readers

stumble.

• Read widely and write a lot.

I R

Ways to Imp

Instant Replay

Active and Passive Verbs

If the verb describes something

that the grammatical subject

is doing, the verb is active. If

the verb describes something

that is being done to the

grammatical subject, the verb

is passive.

I R

Active and P

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Module 16 Revising Sentences and Paragraphs 277

Wordy: It is the case that college graduates advance more quickly in the company. Tighter: College graduates advance more quickly in the company.

Check your draft. If you find unnecessary words, eliminate them.

b. Use Gerunds and Infinitives to Make Sentences Shorter and Smoother

A gerund is the - ing form of a verb; grammatically, it is a verb used as a noun. In the sentence, “Running is my favorite activity,” running is the subject of the sentence. An infinitive is the form of the verb which is preceded by to: to run is the infinitive.

In the revision below, a gerund (purchasing) and an infinitive (to transmit) tighten the revision.

Wordy: A plant suggestion has been made where they would purchase a fax machine for the pur- pose of transmitting test reports between plants.

Tighter: The plant suggests purchasing a fax machine to transmit test reports between plants.

Even when gerunds and infinitives do not greatly affect length, they often make sen-

tences smoother and more conversational.

c. Combine Sentences to Eliminate Unnecessary Words

In addition to saving words, combining sentences focuses the reader’s attention on key

points, makes your writing sound more sophisticated, and sharpens the relationship

between ideas, thus making your writing more coherent.

Wordy: I conducted this survey by telephone on Sunday, April 21. I questioned two groups of juniors and seniors—male and female—who, according to the Student Directory, were

still living in the dorms. The purpose of this survey was to find out why some juniors

and seniors continue to live in the dorms even though they are no longer required by the

university to do so. I also wanted to find out if there were any differences between male

and female juniors and seniors in their reasons for choosing to remain in the dorms.

Tighter: On Sunday, April 21, I phoned male and female juniors and seniors living in the dorms to find out (1) why they continue to live in the dorms even though they are no longer required

to do so, and (2) whether men and women had the same reasons for staying in the dorms.

d. Put the Meaning of Your Sentence into the Subject and Verb to Cut the Number of Words

Put the core of your meaning into the subject and verb of your main clause. Think about

what you mean and try saying the same thing in several different ways. Some alternatives will be tighter than others. Choose the tightest one.

Wordy: The reason we are recommending the computerization of this process is because it will reduce the time required to obtain data and will give us more accurate data.

Better: We are recommending the computerization of this process because it will save time and give us more accurate data.

Tight: Computerizing the process will give us more accurate data more quickly. Wordy: The purpose of this letter is to indicate that if we are unable to mutually benefit from our

seller/buyer relationship, with satisfactory material and satisfactory payment, then we

have no alternative other than to sever the relationship. In other words, unless the account

is handled in 45 days, we will have to change our terms to a permanent COD basis.

Better: A good buyer/seller relationship depends upon satisfactory material and satisfactory pay- ment. You can continue to charge your purchases from us only if you clear your present

balance in 45 days.

4. Vary Sentence Length and Sentence Structure

Readable prose mixes sentence lengths and varies sentence structure. Most sentences

should be 20 words or fewer. A really short sentence (under 10 words) can add punch to

your prose. Really long sentences (over 30 or 40 words) are danger signs.

You can vary sentence patterns in several ways. First, you can mix simple, compound,

and complex sentences. Simple sentences have one main clause:

We will open a new store this month.

LinkedIn’s Nicole Williams

notes that buzzwords like

“creative” and “dynamic”

are among the most-used

buzzwords on the social

networking site, making it

harder for potential employers

to see what makes a person

stand out from the crowd. “It’s

okay to use some common

language,” Williams says, “but

if everyone is ‘creative,’ the

word becomes null and void.”

She recommends showing

creativity rather than simply

using the word. Other common

buzzwords on the site include

“track record” and “extensive

experience.”

Source: Diane Stafford, “Buzzwords Won’t Motivate

Hirers,” The Columbus Dispatch,

December 25, 2011, http://www.

dispatch.com/content/stories/

business/2011/12/25/buzzwords-

wont-motivate-hirers.html .

Instant Replay

Wordiness

Writing is wordy if the same idea can be expressed in fewer

words.

I R

Wordiness

Site to See

Go to

www.bartleby.com/141/ index.html

for the online version of Strunk

and White’s classic Elements

of Style.

Go to

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278 Unit Four Polishing Your Writing

Compound sentences have two main clauses joined with and, but, or, or another conjunc- tion. Compound sentences work best when the ideas in the two clauses are closely related.

We have hired staff, and they will complete their training next week.

We wanted to have a local radio station broadcast from the store during its grand opening, but

the DJs were already booked.

Complex sentences have one main and one subordinate clause; they are good for showing logical relationships.

When the stores open, we will have balloons and specials in every department.

Because we already have a strong customer base in the northwest, we expect the new store to

be just as successful as the store in the City Center Mall.

You can also vary sentences by changing the order of elements. Normally, the subject

comes first.

We will survey customers later in the year to see whether demand warrants a third store on campus.

To create variety, occasionally begin the sentence with some other part of the sentence.

Later in the year, we will survey customers to see whether demand warrants a third store

on campus.

To see whether demand warrants a third store on campus, we will survey customers later in

the year.

Use these guidelines for sentence length and structure:

• Always edit sentences for tightness. Even a 10-word sentence can be wordy.

• When your subject matter is complicated or full of numbers, make a special effort to

keep sentences short.

• Use long sentences

To show how ideas are linked to each other.

To avoid a series of short, choppy sentences.

To reduce repetition.

• Group the words in long and medium-length sentences into chunks that the reader can

process quickly. 4

• When you use a long sentence, keep the subject and verb close together.

Let’s see how to apply the last three principles.

Use Long Sentences to Show How Ideas Are Linked to Each Other, to Avoid a Series of Short, Choppy Sentences, and to Reduce Repetition

The following sentence is hard to read not simply because it is long but also because it is

shapeless. Just cutting it into a series of short, choppy sentences doesn’t help. The best

revision uses medium-length sentences to show the relationship between ideas.

Too long: It should also be noted in the historical patterns presented in the summary that though there were delays in January and February which we realized were occurring, we are

now back where we were about a year ago, and that we are not off line in our collect

receivables as compared to last year at this time, but we do show a considerable over-

budget figure because of an ultraconservative goal on the receivable investment.

Choppy: There were delays in January and February. We knew about them at the time. We are now back where we were about a year ago. The summary shows this. Our present collect

receivables are in line with last year’s. However, they exceed the budget. The reason they

exceed the budget is that our goal for receivable investment was very conservative.

Better: As the summary shows, although there were delays in January and February (of which we were aware), we have now regained our position of a year ago. Our present collect

receivables are in line with last year’s, but they exceed the budget because our goal for

receivable investment was very conservative.

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Module 16 Revising Sentences and Paragraphs 279

Group the Words in Long and Medium-Length Sentences into Chunks

The “better” revision above has seven chunks. In the following list, the chunks starting

immediately after the numbers are main clauses. The chunks that are indented are subordi-

nate clauses and parenthetical phrases.

1. As the summary shows,

2. although there were delays in January and February

3. (of which we were aware),

4. we have now regained our position of a year ago.

5. Our present collect receivables are in line with last year’s,

6. but they exceed the budget

7. because our goal for receivable investment was very conservative.

The first sentence has four chunks: an introductory phrase (1), a subordinate clause

(2) with a parenthetical phrase (3), followed by the main clause of the first sentence (4).

The second sentence begins with a main clause (5). The sentence’s second main clause (6)

is introduced with but, showing that it will reverse the first clause. A subordinate clause explaining the reason for the reversal completes the sentence (7). At 27 and 24 words,

respectively, these sentences aren’t short, but they’re readable because no chunk is longer

than 10 words.

Any sentence pattern will get boring if it is repeated sentence after sentence. Use dif-

ferent sentence patterns—different kinds and lengths of chunks—to keep your prose

interesting.

Keep the Subject and Verb Close Together

Often, you can move the subject and verb closer together if you put the modifying mate-

rial in a list at the end of the sentence. For maximum readability, present the list vertically.

Hard to read: Movements resulting from termination, layoffs and leaves, recalls and reinstates, transfers in, transfers out, promotions in, promotions out, and promotions within

are presently documented through the Payroll Authorization Form.

Smoother: The following movements are documented on the Payroll Authorization Form: termination, layoffs and leaves, recalls and reinstates, transfers in and out, and

promotions in, out, and within.

Still better: The following movements are documented on the Payroll Authorization Form: • Termination.

• Layoffs and leaves.

• Recalls and reinstates.

• Transfers in and out.

• Promotions in, out, and within.

Energy and enthusiasm are good. Add standard grammar and accuracy to create good sentences.

By permission of Rick Detorie and Creators Syndicate, Inc.

Instant Replay

Sentence Length and

Sentence Structure

Readable prose mixes

sentence lengths and varies

sentence structure. Most

sentences should be 20 words

or fewer.

I R

Sentence Le

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280 Unit Four Polishing Your Writing

Sometimes you will need to change the verb and revise the word order to put the modifying

material at the end of the sentence.

Hard to read: The size sequence code that is currently used for sorting the items in the NOSROP lists and the composite stock list is not part of the online file.

Smoother: The online file does not contain the size sequence code that is currently used for sorting the items in the composite stock lists and the NOSROP lists.

5. Use Parallel Structure

Words or ideas that share the same logical role in your sentence must also be in the

same grammatical form. Parallelism is also a powerful device for making your writing

smoother and more forceful. (See Figure 16.2 .) Note the parallel portions in the following

examples.

Faulty: I interviewed juniors and seniors and athletes. Parallel: I interviewed juniors and seniors. In each rank, I interviewed athletes and

nonathletes.

Faulty: Errors can be checked by reviewing the daily exception report or note the number of errors you uncover when you match the lading copy with the file copy of the

invoice.

Parallel: Errors can be checked by reviewing the daily exception report or by noting the number of errors you uncover when you match the lading copy with the file copy

of the invoice.

Also Parallel: To check errors, note 1. The number of items on the daily exception report.

2. The number of errors discovered when the lading copy and the file copy are

matched.

Note that a list in parallel structure must fit grammatically into the umbrella sentence that

introduces the list.

Eliminate repeated words in parallel lists. (See Figure 16.3 .)

Faulty Parallel

Figure 16.2 Use Parallelism

to Tighten Your Writing

Figure 16.3 Eliminate

Repeated Words in Parallel

Lists

Wordy Tight

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Module 16 Revising Sentences and Paragraphs 281

6. Put Your Readers in Your Sentences

Use second-person pronouns (you) rather than third-person (he, she, one) to give your writ- ing more impact. You is both singular and plural; it can refer to a single person or to every member of your organization.

Third-person: Funds in a participating employee’s account at the end of each six months will automatically be used to buy more stock unless a “Notice of Election Not to Exer-

cise Purchase Rights” form is received from the employee.

Second-person: Once you begin to participate, funds in your account at the end of each six months will automatically be used to buy more stock unless you turn in a “Notice of Elec-

tion Not to Exercise Purchase Rights” form.

Be careful to use you only when it refers to your reader.

Incorrect: My visit with the outside sales rep showed me that your schedule can change quickly.

Correct: My visit with the outside sales rep showed me that schedules can change quickly.

What should I look for when I revise paragraphs? LO 16-5

▶ Check for topic sentences and transitions.

Paragraphs are visual and logical units. Use them to chunk your sentences.

1. Begin Most Paragraphs with Topic Sentences

A good paragraph has unity; that is, it discusses only one idea, or topic. The topic sentence states the main idea and provides a scaffold to structure your document. Topic sentences

are not essential, but your writing will be easier to read if you make the topic sentence

explicit and put it at the beginning of the paragraph. 5

Hard to read (no topic sentence):

In fiscal 2003, the company filed claims for a refund of federal income taxes of

$3,199,000 and interest of $969,000 paid as a result of an examination of the compa-

ny’s federal income tax returns by the Internal Revenue Service (IRS) for the years

1999 through 2002. It is uncertain what amount, if any, may ultimately be recovered.

Better (paragraph starts with topic sentence):

The company and the IRS disagree about whether the company is liable for back

taxes. In fiscal 2003, the company filed claims for a refund of federal income taxes

of $3,199,000 and interest of $969,000 paid as a result of an examination of the com-

pany’s federal income tax returns by the Internal Revenue Service (IRS) for the years

1999 through 2002. It is uncertain what amount, if any, may ultimately be recovered.

The best topic sentences have

a you-attitude. They reflect the

reader’s interests and feelings.

If you are selling an idea to

management, this means your

topic sentences will emphasize

the business benefits of your

idea. Managers will want to

know whether your idea will

add to sales or cut costs. The

details following your topic

sentence should tell how

your idea will provide these

benefits. If possible, test your

idea ahead of time, so you can

back up your statement with

facts, not just opinions.

If you are selling an idea

to employees, each topic

sentence should focus on

benefits to them. For example,

if you are writing about a

new computer system, the

order clerk will want to know

how it will make the work

easier or improve his or her

performance. The clerk is less

interested in financial statistics

like inventory turnover and

gross profits.

The same principles apply

to answering objections. If

an employee objects to a

change by saying, “I’ve never

done that before,” a wise

supervisor might reply, “Exactly.

It’s an opportunity to gain

experience.”

Source: Based on Ted Pollock, “How to Sell an Idea,” Supervision,

June 2003, downloaded from

Infotrac at http://web2.infotrac.

galegroup.com . A good topic sentence forecasts the structure and content of the paragraph.

Plan B also has economic advantages.

(Prepares the reader for a discussion of B’s economic advantages.)

We had several personnel changes in June.

(Prepares the reader for a list of the month’s terminations and hires.)

Employees have complained about one part of our new policy on parental leaves.

(Prepares the reader for a discussion of the problem.)

When the first sentence of a paragraph is not the topic sentence, readers who skim may

miss the main point. Move the topic sentence to the beginning of the paragraph. If the

paragraph does not have a topic sentence, you will need to write one. If you can’t think of

a single sentence that serves as an “umbrella” to cover every sentence, the paragraph lacks

unity. To solve the problem, either split the paragraph into two, or eliminate the sentence

that digresses from the main point.

Organizations can choose

what is acceptable as content,

too. Facebook, for instance,

deleted venerable Chicago

Tribune film critic Roger Ebert’s

page. A controversial tweet

by Ebert ruminating about

(continued)

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282 Unit Four Polishing Your Writing

Figure 16.4 Transition Words and Phrases

To Show Addition or Continuation of the Same Idea and

also

first, second, third

in addition

likewise

similarly

To Introduce the Last or Most Important Item finally

furthermore

moreover

To Introduce an Example e.g.

for example

for instance

indeed

to illustrate

namely

specifically

To Contrast in contrast

on the other hand

or

To Show that the Contrast Is More Important than the Previous Idea but

however

nevertheless

on the contrary

To Show Cause and Effect as a result

because

consequently

for this reason

therefore

To Show Time after

as

before

in the future

next

then

until

when

while

To Summarize or End in conclusion

2. Use Transitions to Link Ideas

Transition words and sentences signal the connections between ideas to the reader. Transi-

tions tell whether the next sentence continues the previous thought or starts a new idea;

they can tell whether the idea that comes next is more or less important than the previous

thought. Figure 16.4 lists some of the most common transition words and phrases.

How does organizational culture affect style? LO 16-6

▶ Different cultures may prefer different styles.

Different organizations and bosses may legitimately have different ideas about what con-

stitutes good writing. If the style the company prefers seems reasonable, use it. If the style

doesn’t seem reasonable—if you work for someone who likes flowery language or wordy

paragraphs, for example—you have several choices.

• Use the techniques in this module. Sometimes seeing good writing changes people’s minds about the style they prefer.

• Help your boss learn about writing. Show him or her this book or the research cited in the notes to demonstrate how a clear, crisp style makes documents easier to read.

• Recognize that a style may serve other purposes than communication. An abstract, hard-to-read style may help a group forge its own identity. James Suchan and Ronald

Dulek have shown that Navy officers preferred a passive, impersonal style because

they saw themselves as followers. An aircraft company’s engineers saw wordiness as

the verbal equivalent of backup systems. A backup is redundant but essential to safety,

because parts and systems do fail. 6 When big words, jargon, and wordiness are central to

a group’s self-image, change will be difficult, since changing style will mean changing

the corporate culture.

• Ask. Often the documents that end up in files aren’t especially good. Later, other workers may find these documents and imitate them, thinking they represent a corporate

standard. Bosses may in fact prefer better writing.

Building a good style takes energy and effort, but it’s well worth the work. Good style

can make every document more effective; good style can help make you the good writer so

valuable to every organization.

Site to See

Go to

www.gray-area.org/ Research/Ambig/

for a collection of ambiguous

and often funny sentences

from ads, church bulletins, and

insurance forms. (Scroll down

past the long first page.)

how celebrity Ryan Dunn had

posted a photo of himself

drinking with friends an hour

before he was killed in a car

accident sparked vitriolic

debates on Ebert’s Facebook

page. Though Facebook later

apologized and said the page

had been removed in error, the

company had removed pages

before after people flagged

content as inappropriate.

Source: John Hudson, “Roger Ebert’s the Latest Victim of

Facebook’s Censorship Problem,”

The Atlantic Wire, June 21, 2011,

http://www.theatlanticwire.com/

technology/2011/06/roger-ebert-

just-latest-victim-facebooks-

censorship-problem/39087/ .

(continued)

Go to

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Module 16 Revising Sentences and Paragraphs 283

Summary of Learning Objectives

• Good style in business and administrative writing is less formal,

more friendly, and more personal than the style usually used for

term papers. (LO 16-1) • A good tone is businesslike, friendly, and polite. (LO 16-2) • To create a good tone, analyze communication situations rhe-

torically: (LO 16-2) • Who are your audiences?

• What are your purposes?

• How do other people in the organization talk and write?

• What kind of response did you get?

• To improve your style, (LO 16-3) • Get a clean page or screen, so that you aren’t locked into old

sentence structures.

• Try WIRMI: W hat I R eally M ean I s. Then write the words. • Try reading your draft out loud to someone sitting at a com-

fortable personal distance. If the words sound stiff, they’ll

seem stiff to a reader, too.

• Ask someone else to read your draft out loud. Readers stum-

ble because the words on the page aren’t what they expect to

see. The places where that person stumbles are places where

your writing can be better.

• Write a lot.

• As you write and revise sentences, (LO 16-4) 1. Use active verbs most of the time. Active verbs are better

because they are shorter, clearer, and more interesting.

2. Use verbs to carry the weight of your sentence.

3. Tighten your writing. Writing is wordy if the same idea can be expressed in fewer words.

a. Eliminate words that say nothing.

b. Use gerunds and infinitives to make sentences shorter

and smoother.

c. Combine sentences to eliminate unnecessary words.

d. Put the meaning of your sentence into the subject and

verb to cut the number of words.

4. Vary sentence length and sentence structure.

5. Use parallel structure. Use the same grammatical form for

ideas that have the same logical function.

6. Put your readers in your sentences.

• As you write and revise paragraphs, (LO 16-5) 1. Begin most paragraphs with topic sentences so that readers

know what to expect in the paragraph.

2. Use transitions to link ideas.

• Different organizations and bosses may legitimately have

different ideas about what constitutes good writing. (LO 16-6)

Assignments for Module 16

16.1 What problems do passive verbs create? When are passive verbs desirable? (LO 16-4)

16.2 List two ways to tighten your writing. (LO 16-4)

16.3 What is parallel structure? (LO 16-4)

16.4 How do topic sentences help readers? (LO 16-5)

Questions for Comprehension

16.5 Would your other instructors like the style you’re learning to use in this class? (LO 16-1)

16.6 Can a long document be tight rather than wordy? (LO 16-1 to LO 16-3)

16.7 Ask a trusted friend or colleague how your tone comes across in classes and at work. If other people find you shy

on the one hand or arrogant on the other, what changes in

your tone could you make? (LO 16-2)

Questions for Critical Thinking

Identify the passive verbs in the following sentences and

convert them to active verbs. In some cases, you may need

to add information to do so. You may use different words

as long as you retain the basic meaning of the sentence.

Remember that imperative verbs are active, too.

1. The car was driven by Lloyd to the airport.

2. A phone call was made by Penelope to the home office.

3. Whenever possible, vacations should be taken by

employees during summer months.

4. When Deidre calls, she should be told to bring copies of

the annual report with her to the meeting.

5. A complete list of all of the attendees was compiled by

the Public Relations Office.

Exercises and Problems

16.8 Changing Verbs from Passive to Active (LO 16-4)

16.9 Using Better Verbs (LO 16-4) Revise each of the following sentences to use better verbs.

1. Many of our customers receive the benefits of being a

preferred member.

2. Employees who have more than nine months with the

company will start to accrue vacation time.

3. If Nabil stops by, do be sure to inquire if he plans to

participate in the “Race for the Cure” on Saturday.

4. There are a variety of important decisions to be consid-

ered carefully before making a purchase.

5. It is extremely doubtful that the sales figures will see an

improvement before the end of the quarter.

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284 Unit Four Polishing Your Writing

16.10 Reducing Wordiness (LO 16-4) 1. Eliminate words that say nothing. You may use different

words.

a. Employees who were just hired and are there-

fore defined as novice employees by the company

should take steps to ensure that they attend a man-

datory training session that is required of all novice

employees.

b. Bloomberg Businessweek magazine printed in its pages a very, very good magazine article on how

company executives who work at businesses are cur-

rently finding innovative and creative solutions to

problems that they encounter with regularity on the

job and in the workplace these days.

c. Employees who come to work on time and ready

to work are generally viewed as more professional

than employees who don’t come to work on time

and are not ready to work. Employees who don’t

come to work on time and are not ready to work

are often seen as unprofessional, which means

that they are less professional than other employ-

ees. Professional employees are more likely to be

hired, valued, and promoted than unprofessional

employees. Therefore, it’s better to be a profes-

sional employee rather than an unprofessional

employee.

2. Use gerunds and infinitives to make these sentences

shorter and smoother.

a. Customers who want participation in this month’s

online promotion may find a review of our preregis-

tration process helpful.

b. The production of better but cheaper goods often

makes a company more competitive in the sales of

merchandise in the marketplace.

c. Whitney said the receipt of company-paid medical

insurance is a benefit that many parents today are in

consideration of while engaged in the decision pro-

cess of the acceptance of a job offer.

3. Combine sentences to show how ideas are related and to

eliminate unnecessary words.

a. Michael supervises the archives department. Michael

also supervises the data processing department.

As supervisor of both departments, Michael has

responsibility for the company’s archiving and data

processing services and oversees 14 employees.

b. Our employees want our customers to have a positive

experience shopping in our store. Our employees are

trained to provide good customer service. Our cus-

tomers expect to have a positive experience shopping

in our store. Because both our employees and our cus-

tomers want the same thing, we have the highest cus-

tomer satisfaction rating of any store in the company.

c. The communications department plans to stop print-

ing the company newsletter and instead offer it on the

intranet. The format for the newsletter will be the same,

but instead of it being printed on paper, it will be avail-

able in electronic form. Employees may print a copy

of the newsletter or simply read it online. By ceasing

to print the newsletter on paper and instead offer it on

the intranet, the communications department expects

to save several thousand dollars each year.

16.11 Improving Parallel Structure (LO 16-4) Revise each of the following sentences to create parallelism.

1. The county will benefit from implementing flextime.

• Offices will stay open longer for more business.

• Staff turnover will be lower.

• Easier business communication with states in other

time zones.

• Increased employee productivity.

2. Newsletters enhance credibility, four times as many

people read them as read standard ad formats, and allow

soft-sell introduction to prospective customers.

3. When you leave a voice-mail message,

• Summarize your main point in a sentence or two.

• The name and phone number should be given slowly

and distinctly.

• The speaker should give enough information so the

recipient can act on the message.

• Tell when you’ll be available to receive the recipi-

ent’s return call.

16.12 Putting Readers in Your Sentences (LO 16-4) Revise each of the following sentences to put readers in

them. As you revise, use active verbs and simple words.

1. Proofreading a résumé carefully is vital to ensure that

typos are corrected.

2. Working beyond the expected 40 hours per week is

allowable, and overtime compensation will be received.

3. Annual self-reviews are to be completed by December

12, and meetings with managers are to be scheduled by

December 30.

4. Employee friends and family members may use the

company gym provided employees preregister them.

5. Staff may attend the training program provided staff

obtain permission from a supervisor.

16.13 Editing Sentences to Improve Style (LO 16-4) Revise these sentences to make them smoother, less wordy,

and easier to read. Eliminate jargon and repetition. Keep

the information; you may reword or reorganize it. If the

original is not clear, you may need to add information to

write a clear revision.

1. The report that was completed by the finance depart-

ment organizes essential information in a quite unsatis-

factory manner.

2. Few of our customers who are most valued seek to obtain

goods and services from another vendor, but we must

remain ever vigilant in the business environment to better

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Module 16 Revising Sentences and Paragraphs 285

ensure that these such customers continue in their loyal

efforts with our establishment.

3. Per your inquiry, Carla Meier is quite possibly the best

and finest member of our staff that we have every had

the distinct pleasure to have known and worked with.

4. Following are distinct reasons to retain your current

policy with Interstate Insurance:

• Convenient claims submissions.

• An agent who is fully prepared to help you to the fullest.

• web page.

5. Planning meetings will be held during next month at dif-

ferent dates and times. These meetings will help us to

plan for the upcoming conversion to a revised HR sys-

tem. Meeting times to devise the plan will be as follows:

May 3, 2–3 PM

May 10, 2–3 PM

May 17, 2–3 PM

16.14 Using Topic Sentences (LO 16-5) Make each of the following paragraphs more readable by

opening each paragraph with a topic sentence. You may be

able to find a topic sentence in the paragraph and move it

to the beginning. In other cases, you’ll need to write a new

sentence.

1. At Disney World, a lunch put on an expense account is

“on the mouse.” McDonald’s employees “have ketchup

in their veins.” Business slang flourishes at companies

with rich corporate cultures. Memos at Procter & Gam-

ble are called “reco’s” because the model P&G memo

begins with a recommendation.

2. The first item on the agenda is the hiring for the coming

year. George has also asked that we review the agency

goals for the next fiscal year. We should cover this early

in the meeting since it may affect our hiring preferences.

Finally, we need to announce the deadlines for grant

proposals, decide which grants to apply for, and set up a

committee to draft each proposal.

3. Separate materials that can be recycled from your regu-

lar trash. Pass along old clothing, toys, or appliances to

someone else who can use them. When you purchase

products, choose those with minimal packaging. If you

have a yard, put your yard waste and kitchen scraps

(excluding meat and fat) in a compost pile. You can

reduce the amount of solid waste your household pro-

duces in four ways.

16.15 Writing Paragraphs (LO 16-5) Write a paragraph on each of the following topics.

1. Discuss your ideal job.

2. Summarize a recent article from a business magazine or

newspaper.

3. Explain how technology is affecting the field you plan

to enter.

4. Explain why you have or have not decided to work

while you attend college.

5. Write a profile of someone who is successful in the field

you hope to enter.

As Your Instructor Directs,

1. Label topic sentences, active verbs, and parallel

structure.

2. Edit a classmate’s paragraphs to make the writing even

tighter and smoother.

Use commas in lists to separate items:

At the office supply store, I bought pens, stationery, and

three-ring binders.

Commas show distinctions between items in a list. Technically, the

comma before the coordinating conjunction, such as and or or, is optional, but the additional comma always adds clarity. Use com-

mas consistently throughout your document. Missing or improp-

erly placed commas confuse readers:

We bought the following items for the staff lounge: television

cabinet computer desk refrigerator and microwave oven.

Does television describe cabinet or is it a separate item? Is com- puter desk one item? Or are computer and desk two separate things? Inserting commas makes the distinction clear:

We bought the following items for the staff lounge:

television, cabinet, computer, desk, refrigerator, and

microwave oven.

Semicolons replace commas in lists where the items themselves

contain commas:

Our company has plants in Blue Ridge, Kentucky; Boise,

Idaho; and Saganaw, Michigan.

Exercises

Use commas to make these lists clearer.

1. The best years for our stock were 1995 2004 2010 and 2012.

2. Raises for directors supervisors and managers will be 2.3 2.5

and 2.2 percent, respectively.

Commas in Lists

Polishing Your Prose

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286 Unit Four Polishing Your Writing

3. We’ve got enough time to tour three of the region’s cities, so

choose from Nome Alaska Dearborn Michigan Gary Indiana

Chicago Illinois or Lexington Kentucky.

4. David said that we need pens pencils erasers notepads folders

paperclips note cards and name tags for the strategic planning

retreat.

5. I can see that when Juan takes charge in April, we can expect

to see profit increases in May June July and August.

6. Sunny forwarded the itinerary for the trip: Xiua will be fly-

ing from 9 a.m. till 11:45 a.m. Thursday Alexis will be flying

from 10:15 a.m. till 11:25 a.m. on Friday and Jocelyn will be

flying from 1 p.m. till 2:35 p.m. on Saturday.

7. Because we only have enough money in the budget for one

attendee, we’ll have to select Eve Gail Dominic or Lynetta to go.

8. The guest list includes Rick Keri Meyer Tonee Calvin Esteban

Christopher Marguerite and Benjamin.

9. Our international division wants the board to tour Kyoto

Japan Beijing China Berne Switzerland Mainz Germany and

Toronto Canada.

10. So we are prepared for emergencies, the pool cars should have

flares gloves blankets warning signs tire pressure gauges por-

table air compressors and prepaid cell phones.

Check your answers to the odd-numbered exercises at the back of the book.

Unit 4 Cases for Communicators With the Best of Intentions

The State of Ohio paid a contractor to create and place a road sign

above a well-traveled stretch of northern interstate highway. The

problem is that the sign misspelled “north” in big white letters as

“NORHT.”

Though the contractor will replace the sign, the error was

reported in one of the region’s top newspapers, The Cleveland Plain Dealer, and picked up by news outlets around the country. Ohio, a state hit hard by the economic downturn of the past few

years, has sought to project a 21st-century image to attract business.

The typo doesn’t exactly communicate that message.

For now, the contractor has placed an overlay on the typo and

corrected the spelling. But the damage to the state’s image may be

harder to fix. State officials also want to know who approved the

sign, which could have proven a distracting safety hazard, before

it was placed. They also want to assure taxpayers that the state’s

beleaguered funds are being spent responsibly.

Individual Activity

Imagine you are the special assistant to the director of the Ohio

Department of Transportation (ODOT). Your task is to write a let-

ter to the entire department outlining why errors like these must be

prevented in the future.

In your letter, explain the importance of good writing, focusing

on editing and proofreading skills. Be sure to include at least three

specific points describing how poor writing can affect the percep-

tions of the writer and the validity of the document and how mis-

takes can have real consequences for people. Use examples of bad

writing for illustration.

As you draft, use WIRMI—What I Really Mean Is—to craft

your basic idea. When you’re finished, read the draft out loud.

Think about these questions as you polish your letter:

• Did I use active verbs most of the time?

• Did I use verbs to carry the weight of my sentences?

• Did I include any words that mean nothing or send the wrong

message?

• Can I tighten my writing by combining sentences or using ger-

unds and infinitives?

• Did I vary sentence length and structure?

• Did I use parallel structure?

• Did I begin most paragraphs with strong topic sentences?

• Did I use transitions to link ideas?

Be sure to carefully edit and proofread your final draft.

Group Activity

Note: To prepare for this group activity, print a new version of

your draft, omitting all punctuation and formatting. The end result

should be one block of text without any clear sentence or paragraph

structure. Then, divide the members of the group into pairs.

The ODOT director has asked to see a copy of the letter you

intend to send to the department. Unfortunately, your computer

crashes. You recover the document, but it lacks formatting and

punctuation. You are pressed for time, but you don’t want to give

your superior this draft.

Exchange your unformatted draft with you partner. Carefully

read through theirs. Using the correct proofreading marks, note

where the punctuation and paragraph breaks should go.

Before you return the draft to its author, ask yourself the

following questions:

• Did I use the correct proofreading marks?

• Does my edited version of the letter make sense and read

smoothly?

Give the edited version of the letter back to your partner. Examine

your own draft, now copyedited by your partner, and compare it to

your original version. As you do, ask yourself the following questions:

• How does the edited version compare to my draft?

• Are the sentence and paragraph breaks the same?

• Has the meaning or emphasis been changed?

• Did my partner identify any errors (e.g., word usage or punctua-

tion) in my draft?

Note all differences in meaning and structure that you find.

As a group, share your findings. Discuss the ways in which

grammar and punctuation affected meaning and structure. What

does this experience tell you about the importance of proper gram-

mar and punctuation in business documents?

Source: “Highway Sign for I-71 ‘Norht’ Will Be Replaced,” The Columbus Dispatch, June 8, 2011, http://www.dispatch.com/live/content/local_news/ stories/2011/06/08/ohio-highway-sign-misspelled.html?sid 5 101 .

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Interpersonal Communication 5

Module 18 Working and Writing in Teams Module 19 Planning, Conducting, and Recording Meetings

Module 17 Listening

Module 20 Making Oral Presentations

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288

Listening

LEARNING OBJECTIVES

L istening is the form of communication we practice most often. Yet because we rarely have formal

training in it, it may be the one that we do most poorly. Listening is even more crucial on the job

than it is in classes, but it may also be more difficult. Because people routinely listen—to voices, to

music, to nature—they can overestimate their skills, and the classroom experience is more structured

than many work situations.

LO 17-1 Explain good listening strategies for the workplace.

LO 17-2 Apply strategies for active listening.

LO 17-3 Apply techniques for acknowledgment responses.

LO 17-4 Recognize value in leadership through listening.

LO 17-5 Recognize value in active listening during disagreements.

Module 17 explores the crucial role of listening in business, sharing ways to enhance your own skills.

After completing the module, you should be able to

Module

17

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Module 17 Listening 289

• In class you’re encouraged to take notes. But you can’t whip out a notepad every time

your boss speaks.

• Many classroom lectures are well organized, with signposts (▶▶ Module 20) and repetition of key points to help hearers follow. But conversations usually wander. A key

point about when a report is due may be sandwiched in among statements about other

due dates for other projects.

• In a classroom lecture, you’re listening primarily for information. In interchanges with

friends and co-workers, you need to listen for feelings, too. Feelings of being rejected

or overworked need to be dealt with as they arise. But you can’t deal with a feeling

unless you are aware of it.

As Module 2 explains (◀◀ p. 23), to receive a message, the receiver must first perceive the message, then decode it (that is, translate the symbols into meaning), and then interpret

it. In interpersonal communication, hearing denotes perceiving sounds. Listening means decoding and interpreting them correctly.

What do good listeners do? LO 17-1

▶ They consciously follow four practices.

Good listeners pay attention, focus on the other speaker(s) in a generous way rather than

on themselves, avoid making assumptions, and listen for feelings as well as for facts.

Pay Attention

Good listening requires energy. You have to resist distractions and tune out noise (◀◀ p. 24), whether the rumble of a truck going by or your own worry about whether your parking meter

is expiring.

Some listening errors happen because the hearer wasn’t paying enough attention to a

key point. After a meeting with a client, a consultant waited for the client to send her more

information that she would use to draft a formal proposal to do a job for the client. It turned

out that the client thought the next move was up to the consultant. The consultant and the

client had met together, but they hadn’t remembered the same facts.

To avoid listening errors caused by inattention,

• Before the meeting, anticipate the answers you need to get. Make a mental or paper list

of your questions. When is the project due? What resources do you have? What is the

most important aspect of this project from the other person’s point of view? During a

conversation, listen for answers to your questions.

• At the end of the conversation, check your understanding with the other person.

Especially check who does what next.

• After the conversation, write down key points that affect deadlines or how work will be

evaluated.

Polish your listening skills. You’ll need them on the job as well as in your personal life.

FRANK & ERNST: © Thaves/Dist. By United Feature Syndicate, Inc.

Psychologist Susan Krauss

Whitbourne wonders if

technology is affecting our

expectations for stimulation

while listening. She notes

that the average listener

traditionally requires a shift

in stimulation after about 20

minutes, but “with rapid-fire

messages coming everywhere

from Facebook to Twitter

to push notifications from

online games, many people

require a shift in stimulation

after perhaps as short as 20

seconds.” There’s even a name

for the blank expression when

not listening: screen-saver

face.

Source: Susan Krauss Whitbourne, “11 Ways That

Active Listening Can Help Your

Relationships,” Psychology

Today, March 13, 2012, http://

www.psychologytoday.com/blog/

fulfillment-any-age/201203/11-

ways-active-listening-can-help-

your-relationships .

Listening is a vital skill in foreign

language acquisition. The

University of Ottawa’s Larry

Vandergrift found that when

students learning French were

taught specific listening skills,

they “significantly outperformed”

the other classmates in

comprehension. The study’s

results were similar to that

of one in Singapore, where

Chinese students learning

English reported increased

motivation and confidence.

Source: Annie Murphy Paul, “The Power of Smart Listening,”

Time, December 7, 2011, http://

ideas.time.com/2011/12/07/

the-power-of-smart-listening/ .

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290 Unit Five Interpersonal Communication

Focus on the Other Speaker(s) in a Generous Way

Some people listen looking for flaws. They may focus on factors other than the substance

of the talk: “What an ugly tie.” “She sounds like a little girl.” “There’s a typo in that slide.”

Or they may listen as if the discussion were a war, listening for points on which they can

attack the other speaker. “Ah hah! You’re wrong about that! ” Good listeners, in contrast, are more generous. They realize that people who are not pol-

ished speakers may nevertheless have something to say. Rather than pouncing on the first

error they hear and tuning out the speaker while they wait impatiently for their own turn to

speak, good listeners weigh all the evidence before they come to judgment. They realize

that they can learn something even from people they do not like.

To avoid listening errors caused by self-absorption,

• Focus on the substance of what the speaker says, not his or her appearance or

delivery.

• Spend your time evaluating what the speaker says, not just planning your rebuttal.

• Consciously work to learn something from every speaker.

Avoid Making Assumptions

Many listening errors come from making faulty assumptions. In 1977, when two Boeing

747 jumbo jets ran into each other on the ground in Tenerife, the pilots seem to have heard

the control tower’s instructions. The KLM pilot was told to taxi to the end of the runway,

turn around, and wait for clearance. But the KLM pilot assumed he didn’t need to follow

the order to wait. The Pan Am pilot assumed that his order to turn off at the “third intersec- tion” meant the third unblocked intersection. He didn’t count the first blocked ramp, so he was still on the main runway when the KLM pilot ran into his plane at 186 miles an hour.

The planes exploded in flames; 576 people died. 1

In contrast, asking questions can provide useful information. Magazine advertising

account representative Beverly Jameson received a phone call from an ad agency say-

ing that a client wanted to cancel the space it had bought. Jameson saw the problem

as an opportunity: “Instead of hearing ‘cancel,’ I heard, ‘There’s a problem here—let’s

get to the root of it and figure out how to make the client happy.” Jameson met with the

client, asked the right questions, and discovered that the client wanted more flexibility.

She changed some of the markets, kept the business, and turned the client into a repeat

customer. 2

To avoid listening errors caused by faulty assumptions,

• Don’t ignore instructions you think are unnecessary. Before you do something else,

check with the order giver to see if in fact there is a reason for the instruction.

• Consider the other person’s background and experiences. Why is this point important to

the speaker? What might he or she mean by it?

• Paraphrase what the speaker has said, giving him or her a chance to correct your

understanding.

Listen for Feelings as Well as Facts

Sometimes, someone just needs to blow off steam, to vent (▶▶ p. 302). Sometimes, people just want to have a chance to fully express themselves; “winning” or “losing”

may not matter. Sometimes, people may have objections that they can’t quite put into

words.

To avoid listening errors caused by focusing solely on facts,

• Consciously listen for feelings.

• Pay attention to tone of voice, facial expression, and body language (◀◀ p. 42). • Don’t assume that silence means consent. Invite the other person to speak.

Site to See

Go to

www.esl-lab.com

ESL/EFL speakers can

practice listening to English

conversations at Randall’s ESL

Cyber Listening Lab.

Most people speak at about 125

words per minute, even though

we can think at 400–600 words

per minute. This difference in

rates leaves plenty of opportunity

for us to be thinking when we

should be listening. Some of

us make matters worse by

exposing ourselves to dangerous

noise levels. For instance, a

study shows that two out of five

high school students surveyed

listen to MP3 players at volumes

that put them at risk for hearing

loss. At the highest volume, the

decibel level is comparable to

that of a jet taking off.

Sources: Paul J. Meyer, “Listening for the Total Message,” Success,

March 27, 2008, downloaded at

http://www.successmagazine.com/

Listening-for-the-Total-Message/

PARAMS/article/158/channel/211# ;

and Marianne Favro, “iPod Hearing

Loss Concerns: A Budding

Problem,” March 20, 2006,

downloaded at http://www.nbc11.

com/health/8150122/detail.html .

Go to

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Module 17 Listening 291

What is active listening? LO 17-2

▶ Feeding back the literal meaning, the emotional content, or both.

In active listening, receivers actively demonstrate that they’ve heard and understood a speaker by feeding back either the literal meaning or the emotional content or both.

Other techniques in active listening are asking for more information and stating one’s own

feelings.

Five strategies create active responses:

• Paraphrase the content. Feed back the meaning in your own words. • Mirror the speaker’s feelings. Identify the feelings you think you hear. • State your own feelings. This strategy works especially well when you are angry. • Ask for information or clarification. • Offer to help solve the problem.

Instead of simply mirroring what the other person says, many of us immediately respond

in a way that analyzes or attempts to solve or dismiss the problem.

People with problems need first of all to know that we hear that they’re having a rough

time. Figure  17.1 lists some of the responses that block communication. Ordering and

interrogating tell the other person that the speaker doesn’t want to hear what he or she

has to say. Preaching attacks the other person. Minimizing the problem suggests that the

other person’s concern is misplaced. Even advising shuts off discussion. Giving a quick

answer minimizes the pain the person feels and puts him or her down for not seeing (what

is to us) the obvious answer. Even if it is a good answer from an objective point of view,

the other person may not be ready to hear it. And sometimes, the off-the-top-of-the-head

solution doesn’t address the real problem.

Active listening takes time and energy. Even people who are skilled active listeners

can’t do it all the time. Furthermore, as Thomas Gordon and Judith Gordon Sands point

out, active listening works only if you genuinely accept the other person’s ideas and feel-

ings. Active listening can reduce the conflict that results from miscommunication, but it

alone cannot reduce the conflict that comes when two people want apparently inconsistent

things or when one person wants to change someone else. 3

Research suggests innocent

people tend to be more

nervous under police

questioning than guilty ones.

With a rehearsed alibi in mind,

liars may appear composed. In

contrast, innocent people may

fidget, as well as provide up to

30% more detail—even if they

recall some facts incorrectly.

Source: Dina Temple-Raston, “Spotting Lies: Listen, Don’t Look,”

NPR, August 14, 2009, http://

www.npr.org/templates/story/story.

php?storyId 5 111809280 .

To make it clear that you’re

listening,

• Make eye contact with the

speaker.

• Don’t do unrelated

paperwork.

• Avoid body language (like

looking at your watch

or shuffling papers) that

suggests that you want the

conversation to end.

Source: William G. Pagonis, “Leadership in a Combat Zone,”

Harvard Business Review,

December 2001, 113.

Elizabeth Gonzalez-Gann founded

Jan-Co Janitorial and routinely

listens to input from family members,

many of whom are employees. She

is pictured here with partner and

brother, Fernando Gonzalez. Said

Monica Lozano, president and CEO

of La Opinion newspaper, Latina

entrepreneurs such as Gonzalez-Gann

may be “more collaborative, better

listeners, better organized, and more

strategic,” which partially accounts for

their growing success in traditionally

male-dominated fields. Gonzalez-

Gann’s current pursuits include the

Diet of Hope weight loss program.

Sources: Mark Fitzgerald, “Rompiendo Barreras,” American Demographics, November 2003; and “Migrant Worker Turned National Business Leader Shares Aspects of Success, Faith, Love,” downloaded on July 29, 2012, at http://blog.beliefnet.com/ palabrasquefortalecen/2011/09/migrant- worker-turned-national-business-leader- shares-aspects-of-success-faith-love.html .

Instant Replay

Hearing and Listening

Hearing denotes perceiving sounds. Listening means decoding and interpreting them

correctly.

I R

Hearing and

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292 Unit Five Interpersonal Communication

How do I show people that I’m listening to them? LO 17-3

▶ Acknowledge their comments in words, nonverbal symbols, and actions.

Active listening is a good way to show people that you are listening. Referring to another

person’s comment is another way: “I agree with Diana that. . . .”

Acknowledgment responses—nods, uh huh’s, smiles, frowns—also help carry the mes- sage that you’re listening. However, listening responses vary in different cultures. Research

has found that European Americans almost always respond nonverbally when they listen

closely, but that African Americans respond with words rather than nonverbal cues. This

difference in response patterns may explain the fact that some European Americans think

that African Americans do not understand what they are saying. For example, in the mid-

1970s, studies showed that white counselors repeated themselves more often to black cli-

ents than to white clients. 4 Similarly, black supervisors may want verbal feedback when

they talk to white subordinates who only nod.

The mainstream U.S. culture shows attention and involvement by making eye contact, lean-

ing forward, and making acknowledgment responses. However, as Module 3 shows (◀◀ p. 43), some cultures show respect by looking down. In a multicultural workforce, you won’t always

know whether a colleague who listens silently as you talk agrees with what you say or disagrees

violently but is too polite to say so. The best thing to do is to observe the behavior, without

assigning a meaning to it: “You aren’t saying much.” Then let the other person speak.

Of course, if you go through the motions of active listening but then act with disrespect,

people will not feel as though you have heard them. Acting on what people say is neces-

sary for people to feel completely heard.

Can I use these techniques if I really disagree with someone? LO 17-5

▶ Yes!

Most of us do our worst listening when we are in highly charged emotional situa-

tions, such as talking with someone with whom we really disagree, getting bad news,

Bernie Ferrari groups bad

listeners into a variety of

archetypes: Grouches,

Pretenders, Opinionators,

Answer Men, and so forth.

One, the Preambler, prefers to

use lead-ins and questions as

tools to give speeches. He cites

the appearance of The Daily

Show’s Jon Stewart on CNN’s

Crossfire —where he chastised

the show’s debate platform as

theater for the two hosts to vent

political views—as an outing of

the Preambler method.

Source: Bernie Ferrari, “Learning to Be a Power Listener,” Fast

Company, March 1, 2012, http://

www.fastcompany.com/1810661/

learning-to-be-a-power-listener .

Figure 17.1 Blocking Responses versus Active Listening

Blocking Response Possible Active Response

Ordering, threatening “I don’t care how you do it. Just get that report

on my desk by Friday.”

Paraphrasing content “You’re saying that you don’t have time to

finish the report by Friday.”

Preaching, criticizing “You should know better than to air the

department’s problems in a general meeting.”

Mirroring feelings “It sounds like the department’s problems

really bother you.”

Interrogating “Why didn’t you tell me that you didn’t

understand the instructions?”

Stating one’s own feelings “I’m frustrated that the job isn’t completed yet,

and I’m worried about getting it done on time.”

Minimizing the problem “You think that’s bad. You should see what I

have to do this week.”

Asking for information or clarification “What parts of the problem seem most difficult

to solve?”

Advising “Well, why don’t you try listing everything you

have to do and seeing which items are most

important?”

Offering to help solve the problem together “Is there anything I could do that would help?”

Source: The 5 responses that block communication are based on a list of 12 in Thomas Gordon and Judith Gordon Sands, P.E.T. in Action (New York: Wyden, 1976), 117–18.

Instant Replay

Four Habits of Good

Listeners

Good Listeners

• Pay attention.

• Focus on the other

speaker(s) in a generous

way.

• Avoid making assumptions.

• Listen for feelings as well as

for facts.

I R

Four Habits

Site to See

Go to

http://www.taftcollege.edu/ lrc/quizzes/listtest.htm

Test your listening skills.

Go to

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293

D. Michael Abrashoff knows a lot about the value of listening.

He now is an author and leadership development consultant, but

until January 1999, Abrashoff commanded the U.S.S. Benfold, a $1 billion warship in the U.S. Navy. Abrashoff practiced what

he called “grassroots leadership”; seeing the ship through the

eyes of the crew.

“Soon after arriving at this command . . . I realized that my

job was to listen aggressively .  .  . I decided to interview five

people a day . . . ask[ing] three simple questions: What do you

like most about the Benfold? What do you like least? What would you change if you could? . . .

“I tackled the most demoralizing things first—like chipping

and painting. Because ships sit in salt water and rust, .  .  . my

youngest sailors—the ones I wanted most to connect with—were

spending entire days sanding down rust and repainting the ship. It

was a huge waste of physical effort.” Abrashoff had all the metal

parts replaced with stainless steel and then painted with a rust

inhibitor. “The entire process cost just $25,000, and that paint

job is good for 30 years. The kids haven’t picked up a paintbrush

since. And they’ve had a lot more time to learn their jobs. . . .

“A lot of them wanted to go to college. But most of them had

never had a chance to take the SAT. So I posted a sign-up sheet to

see how many would take the test if I could arrange it. Forty-five

sailors signed up. I then found an SAT administrator through our

base in Bahrain and flew him out to the ship to give the test. That

was a simple step for me to take, but it was a big deal for morale. . . .

“Most ships report several family problems during every

deployment, and most of those problems result from lack of

communication. I created an AOL account for the ship and set

up a system for sending messages daily through a commercial

satellite. That way, sailors can check in with their families, take

part in important decisions, and get a little peace of mind.”

In the Navy as a whole, only 54% of sailors sign up for a third

tour of duty. Under Abrashoff’s command, 100% of career sailors

signed on for an additional tour. Because recruiting and training

cost the Navy at least $100,000 a sailor, Abrashoff estimates that

the Benfold ’s retention rate saved the Navy $1.6 million in 1998. Meanwhile, Benfold sailors were promoted at twice the rate of the Navy’s average. Sailors were so productive that in fiscal 1998

the Benfold returned $600,000 of its $2.4 million maintenance budget and $800,000 of its $3 million repair budget to the Navy.

Sources: www.glsworld.com , downloaded on July 2, 2012; “The Most Important Thing a Captain Can Do Is to See the Ship from the Eyes of the

Crew,” Fast Company, April 1999, 114–26; and “Fast Pack 2000,” Fast Company, March 2000, 248.

Building a Critical Skill

Leading by Listening LO 17-4

or being criticized. At work, you need to listen even to people with whom you have

major conflicts.

At a minimum, good listening enables you to find out why your opponent objects to the

programs or ideas you support. Understanding the objections to your ideas is essential if

you are to overcome those objections.

Good listening is crucial when you are criticized, especially by your boss. You

need to know which areas are most important and exactly what kind of improvement

counts. Otherwise, you might change your behavior in a way that wasn’t valued by your

organization.

Listening can do even more. Listening to people is an indication that you’re taking them

seriously. If you really listen to the people you disagree with, you show that you respect

them. And taking that step may enable them to respect you and listen to you.

Instant Replay

Strategies for Active

Listening

• Paraphrase the content.

• Mirror the speaker’s feelings.

• State your own feelings.

• Ask for information or

clarification.

• Offer to help solve the

problem.

I R

Strategies fo

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294 Unit Five Interpersonal Communication

Summary of Learning Objectives

• Good listeners pay attention, focus on the other speaker(s)

rather than on themselves, avoid making assumptions, and lis-

ten for feelings as well as for facts. (LO 17-1) • To avoid listening errors caused by inattention, (LO 17-1) • Be conscious of the points you need to know and listen for

them.

• At the end of the conversation, check your understanding

with the other person.

• After the conversation, write down key points that affect

deadlines or how work will be evaluated.

• To avoid listening errors caused by self-absorption, (LO 17-1) • Focus on what the speaker says, not his or her appearance or

delivery.

• Spend your time evaluating what the speaker says, not just

planning your rebuttal.

• Consciously work to learn something from every speaker.

• To reduce listening errors caused by misinterpretation, (LO 17-1) • Don’t ignore instructions.

• Consider the other person’s background and experiences.

Why is this point important to the speaker?

• Paraphrase what the speaker has said, giving him or her a

chance to correct your understanding.

• To avoid listening errors caused by focusing solely on facts,

(LO 17-1) • Consciously listen for feelings.

• Pay attention to tone of voice, facial expression, and body

language.

• Don’t assume that silence means consent. Invite the other

person to speak.

• In active listening, receivers actively demonstrate that they’ve heard and understood a speaker by feeding back either the lit-

eral meaning or the emotional content or both. To do this, hear-

ers can (LO 17-2) • Paraphrase the content.

• Mirror the speaker’s feelings.

• State your own feelings.

• Ask for information or clarification.

• Offer to help solve the problem.

• Show people you’re listening through acknowledgment responses,

such as nods or uh huh’s. (LO 17-3) • Ethnic and cultural norms may dictate what are common or

appropriate acknowledgment responses. Observe and be sensi-

tive. (LO 17-3) • D. Michael Abrashoff’s experiences while commanding the

U.S.S. Benfold show the value of leading by listening. His efforts increased morale, with 100% of his career sailors

requesting an additional tour with him, and due to increased

efficiency, Abrashoff returned more than a million dollars

budgeted for his ship’s repair and maintenance to the Navy.

(LO 17-4) • Good listening enables you to find out why your opponent

objects to the programs or ideas you support. It can also help

opponents realize you’re taking them seriously and respect

them. (LO 17-5)

Assignments for Module 17

17.1 What do good listeners do? (LO 17-1)

17.2 What is active listening? (LO 17-2)

17.3 How do different ethnic and cultural norms affect acknowl- edgment responses? (LO 17-3)

Questions for Comprehension

17.4 Why do people sometimes make assumptions rather than listen carefully? (LO 17-1)

17.5 How do you show that you are listening? (LO 17-1 to LO 17-3)

17.6 What are the people and circumstances in your life where you find it most difficult to listen? Why do you find it dif-

ficult? (LO 17-1 to LO 17-3)

17.7 Think of a time when you really felt that the other person listened to you, and a time when you felt unheard. What

are the differences in the two situations? (LO 17-1 to LO 17-3)

Questions for Critical Thinking

17.8 Identifying Responses that Show Active Listening (LO 17-2)

2. Comment: I’ve done more than my share of work on

this project. But the people who have been freeload-

ing are going to get the same grade I worked so hard

to earn.

Responses:

a. Yes, we all get the same grade.

b. Are you afraid we won’t do well on the assignment?

c. It sounds like you feel resentful.

Which of the following responses show active listening?

Which block communication?

1. Comment: Whenever I say something, the group ignores me.

Responses:

a. That’s because your ideas aren’t very good. Do more

planning before group meetings.

b. Nobody listens to me, either.

c. You’re saying that nobody builds on your ideas.

Exercises and Problems

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Module 17 Listening 295

3. Comment: My parents are going to kill me if I don’t

have a job lined up at the end of this term.

Responses:

a. You know they’re exaggerating. They won’t really

kill you.

b. Can you blame them? I mean, you’ve been in school

for six years. Surely you’ve learned something to

make you employable!

c. If you act the way in interviews that you do in our

class, I’m not surprised. Companies want people

with good attitudes and good work ethics.

Go around the room. In turn, let each student complain

about something (large or small) that really bothers him or

her. Then the next student(s) will

a. Offer a statement of limited agreement that would buy time.

b. Paraphrase the statement.

c. Check for feelings that might lie behind the statement.

d. Offer inferences that might motivate the statement.

17.9 Practicing Active Listening (LO 17-2)

Interview a worker about his or her on-the-job listening.

Possible questions to ask include the following:

• Whom do you listen to as part of your job? Your supe-

rior? Subordinates? (How many levels down?) Custom-

ers or clients? Who else?

• How much time a day do you spend listening?

• What people do you talk to as part of your job? Do you

feel they hear what you say? How do you tell whether or

not they’re listening?

• Do you know of any problems that came up because

someone didn’t listen? What happened?

• What do you think prevents people from listening effec-

tively? What advice would you have for someone on how

to listen more accurately?

As Your Instructor Directs,

a. Share your information with a small group of students

in your class.

b. Present your findings orally.

c. Present your findings in a memo to your instructor.

d. Join with other students to present your findings in a

group report or presentation.

17.10 Interviewing Workers about Listening (LO 17-2, LO 17-3)

Keep a listening log for a week. Record how long you lis-

tened, what barriers you encountered, and what strategies

you used to listen more actively and more effectively. What

situations were easiest? Which were most difficult? Which

parts of listening do you need to work hardest on?

As Your Instructor Directs,

a. Share your information with a small group of students

in your class.

b. Present your findings orally.

c. Present your findings in a memo to your instructor.

d. Join with other students to present your findings in a

group report or presentation.

17.11 Reflecting on Your Own Listening (LO 17-2, LO 17-3)

Join at least three conversations involving people from more

than one culture. What acknowledgment responses do you

observe? Which seem to yield the most positive results? If

possible, talk to the other participants about what verbal and

nonverbal cues show attentive listening in their cultures.

As Your Instructor Directs,

a. Share your information with a small group of students

in your class.

b. Present your findings orally.

c. Present your findings in a memo to your instructor.

d. Join with other students to present your findings in a

group report or presentation.

17.12 Reflecting on Acknowledgment Responses (LO 17-3)

Combining sentences is a powerful tool to make your writing

tighter and more forceful.

When too many sentences in a passage have fewer than 10

words and follow the same basic pattern, prose is choppy. Choppy prose seems less unified and either robot-like or frenzied in tone.

Combining short sentences to create longer, flowing ones can elim-

inate this problem.

Choppy: I went to the office supply store. I purchased a com- puter, a fax machine, and a laser printer. I went to

my office. I installed the equipment. I became more

efficient.

Better: At the office supply store, I purchased a computer, a fax machine, and a laser printer. After installing the

equipment, I became more efficient.

Combine sentences in one of four ways.

1. Use transitions: words and phrases that signal connections between ideas. Common transitions are first, second, third,

Combining Sentences

Polishing Your Prose

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296 Unit Five Interpersonal Communication

finally, in addition, likewise, for example, however, on the other hand, nevertheless, because, therefore, before, after, then, while, and in conclusion.

Choppy: Neil drove the truck to the warehouse. Charlie loaded it with cement. Phil supervised the work.

Better: First, Neil drove the truck to the warehouse. Then Charlie loaded it with cement while Phil supervised the

work.

2. Rewrite sentences using subordinate clauses. A clause with one of the following words will be subordinate: after, although, though, because, or since.

Better: After Neil drove the truck to the warehouse, Charlie loaded it with cement. Phil supervised the work.

3. Join simple sentences with coordinating conjunctions, like and, but, or or. These conjunctions can also function as transi- tional words. Be sure to use the comma before the conjunction

when combining two independent clauses.

Better: Neil drove the truck to the warehouse, Charlie loaded it with cement, and Phil supervised the work.

4. Create a list using commas and coordinating conjunctions.

Choppy: Sam put our old files in the storeroom. Sam placed extra copies of the company telephone directory in the storeroom.

Sam put boxes of three-ring binders in the storeroom.

Better: Sam put old files, extra copies of the telephone directory, and boxes of three-ring binders in the storeroom.

Exercises

Combine the following sentences to make them easier to read.

1. We’re going to reorganize the department. John and Talia used

to do media relations. John is going to keep doing media rela-

tions. Talia is joining our web development team. Seydina

used to do market research. Seydina will now do long-range

planning. Anthony will also do media relations. Anthony was

our summer intern. He’s now working with the department

full time. That leaves Russ, Deb, Alexi, and Caroline. Russ,

Alexi, and Caroline will stay in market research. Deb will

work with Talia on web development.

2. A lot of people are blogging. They’re blogging for personal

reasons. They’re blogging for professional reasons. Many

blog for both reasons. Many blogs look very professional.

Many do not. Some blogs have photos. Some have music.

Some have video. The writing can be quite good. The writing

can be quite bad. The blogs are harmless in most cases.

Sometimes the blogs are insulting or downright malicious.

Sometimes the blogs seem libelous. There are millions of

blogs on the Internet. It seems that people will have to take

the good with the bad blogs.

3. I got a new cell phone. It has Internet capability. It has Blue-

tooth. I can even store video and TV shows on it. It has a

2 MPX camera. I would be lost without my new cell phone. It

has a full-color screen. It has a projector. I bought it to replace

the old one. That phone had fewer capabilities. It did not have

a projector. It did not have WiFi connectivity. It worked, but it

was two years old. I wanted more features, so I bought a new

one. This is the latest technology. I got it last week. I ordered

it online. The battery recharges wirelessly. Of course, I can

text with it, too. It works as a phone. I’d be lost without my

cell phone!

4. Excelsior Communications is the premier communication

consulting firm in the Boca Raton area. Excelsior Communi-

cations has been in business for 23 years. Twenty-three years

ago, CEO Wendy Althaus founded Excelsior Communications

in Boca Raton. Wendy Althaus worked for such companies

as Paramount Pictures, Hilton Hotels, and Nationwide Insur-

ance before founding Excelsior Communications. Wendy

Althaus founded the firm with the express intent of working

with clients in the travel and tourism industries. Excelsior has

a staff of more than 20 communication, publications, media

relations, and web development specialists. These 20 special-

ists are all college educated. Some of these specialists have

master’s degrees. Two specialists have Ph.D.s. Wendy Althaus

also has a Ph.D.

5. I began my career working in packaging for Van Eyck Indus-

tries and then took a junior position in logistics. I worked

for two years with Van Eyck Industries. The junior position

in logistics was with a company called Evergreen Plastics.

I worked for Evergreen Plastics for four years. At Van Eyck,

I spent most of my time on the assembly line, operating

hydraulic and boxing equipment. At Evergreen Plastics,

I started as an assembly line supervisor but was offered a

position with logistics within a year. I took that position in

logistics. At Evergreen Plastics, I helped to plan and coordi-

nate the delivery of finished product to more than 100 stores

and other businesses throughout the state. Another part of my

job was to plan and coordinate the delivery of the recyclables

to make product.

Check your answers to the odd-numbered exercises at the back of the book.

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297

T eamwork is crucial to success in an organization. Some teams produce products, provide ser-

vices, or recommend solutions to problems. Other teams—perhaps in addition to providing a

service or recommending a solution—also produce documents. Interpersonal communication is

communication between people. Interpersonal skills such as listening (◀◀ Module 17) and dealing

with conflict are used in one-on-one conversations, in problem-solving groups, and in writing groups.

These skills will make you more successful on the job, in social groups, and in community service and

volunteer work. In writing groups, careful attention to both the group process and the writing process

(◀◀ Module 4) improves both the final product and members’ satisfaction with the group.

Teams are often most effective when they explicitly adopt ground rules. Figure 18.1 lists some of

the most common ground rules used by workplace teams.

LEARNING OBJECTIVES

Working and Writing in Teams

LO 18-1 Identify message types for the group’s attention.

LO 18-2 Classify roles for group members.

LO 18-3 Apply strategies for leadership without arrogance.

LO 18-4 Apply strategies for conflict resolution.

LO 18-5 Apply strategies for co-authorship of documents.

Module 18 provides advice on making your experiences working and writing in teams fun and

productive. After completing the module, you should be able to

Module

18

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298 Unit Five Interpersonal Communication

Figure 18.1 Possible Group Ground Rules

• Start on time; end on time.

• Come to the meeting prepared.

• Focus comments on the issues.

• Avoid personal attacks.

• Listen to and respect members’ opinions.

• NOSTUESO (No One Speaks Twice Until

Everybody Speaks Once)

• If you have a problem with another person, tell

that person, not everyone else.

• Everyone must be 70% comfortable with

the decision and 100% committed to

implementing it.

• If you agree to do something, do it.

• Communicate immediately if you think you

may not be able to fulfill an agreement.

Sources: Nancy Schullery and Beth Hoger, “Business Advocacy for Students in Small Groups,” Association for Business Communication Annual Convention, San Antonio, November 9–11, 1998; “An Antidote to Chronic

Cantankerousness,” Fast Company, February/March 1998, 176; John Grossmann, “We’ve Got to Start Meeting

Like This,” Inc., April 1998, 70; Gary Dessler, Winning Commitment, quoted in Team Management Briefings,

preview issue (September 1998), 5; and 3M Meeting Network, “Groundrules and Agreements,” www.3M.com/

meetingnetwork/readingroom/meetingguide_grndrules.html (July 25, 2005).

What kinds of messages should groups attend to? LO 18-1

▶ Different messages are appropriate at different points in a group’s development.

Group messages fall into three categories:

• Informational messages focus on content: the problem or challenge, data, and possible solutions.

• Procedural messages focus on method and process. How will the group make decisions? Who will do what? When will assignments be due?

• Interpersonal messages focus on people, promoting friendliness, cooperation, and group loyalty.

Different messages dominate during the various stages of group development. Dur-

ing orientation, when members meet and begin to define their task, groups need to develop some sort of social cohesiveness and to develop procedures for meeting and

acting. Interpersonal and procedural comments reduce the tension that exists in a new

group. Insistence on information in this first stage can hurt the group’s long-term

productivity.

During formation, conflicts almost always arise when the group chooses a leader and defines the problem. Successful leaders make the procedure clear so that each member

knows what he or she is supposed to do. Interpersonal communication is needed to resolve

the conflict that surfaces during this phase. Successful groups analyze the problem care-

fully before they begin to search for solutions.

Coordination is the longest phase, during which most of the group’s work is done. While procedural and interpersonal comments help maintain direction and

friendliness, most of the comments need to deal with information. Good informa-

tion is essential to a good decision. Conflict occurs as the group debates alternate

solutions.

In formalization, the group seeks consensus. The success of this phase determines how well the group’s decision will be implemented. In this stage, the group seeks to forget

earlier conflicts.

There may, in fact, be hidden

costs to being on a large team.

The Wharton School’s Jennifer

Mueller found that while

larger teams were typically

more productive, individual

members of smaller groups

had better overall experiences.

Stress, disaffection, and

limited resources contributed

to problems in larger groups.

Said Mueller of a respondent’s

view of working with a large

team: “One person referred

to the experience as a ‘death

march.’”

Source: Knowledge@Wharton, “The Unexpected Costs of

Collaboration,” Time, January

19, 2012, http://business.time.

com/2012/01/19/the-unexpected-

costs-of-collaboration/ .

After an explosion blew out the

side of their spacecraft during

a 1970 moon shot, Apollo

13 astronauts teamed up

with Houston ground control

specialists in a desperate race

against time to save the three-

man crew. Among their many

tasks: jury-rigging a carbon

dioxide filter from such parts

as mismatched canisters,

flight manuals, and duct tape.

Instructions were radioed

to the crew after Houston

engineers built a similar

device. The drama of flawless

teamwork under high duress

played out on live television.

Source: “Apollo 13: The Real Story,” Dateline NBC, April 11,

2010.

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Module 18 Working and Writing in Teams 299

What roles do people play in groups? LO 18-2

▶ Roles can be positive or negative.

Positive roles and actions that help the group achieve its task goals include the following: 1

• Seeking information and opinions. Asking questions, identifying gaps in the group’s knowledge.

• Giving information and opinions. Answering questions, providing relevant information.

• Summarizing. Restating major points, pulling ideas together, summarizing decisions. • Evaluating. Comparing group process and products to standards and goals. • Coordinating. Planning work, giving directions, and fitting together contributions of

group members.

Positive roles and actions that help the group build loyalty, resolve conflicts, and

function smoothly include the following:

• Encouraging participation. Demonstrating openness and acceptance, recognizing the contributions of members, calling on quieter group members.

• Relieving tensions. Joking and suggesting breaks and fun activities. • Checking feelings. Asking members how they feel about group activities and sharing

one’s own feelings with others.

Designers for Ford Motor

Company collaborate on

group projects with colleagues

around the world. When a

team in one area of the world

completes work for the day,

the documents are passed

along to the next group, which

is just starting the workday.

Among the behaviors Jim

Collins notes of “teams on the

way down” are “members seek

as much credit as possible for

themselves, yet do not enjoy

the confidence and admiration

of their peers,” while in “teams

on the way up,” each team

member “credits other people

for success, yet enjoys the

confidence and admiration of

his or her peers.”

Source: Jim Collins, “The Dynamics of Leadership—Team Behavior”

(excerpt), BusinessWeek, May 25,

2009. http://www.businessweek.

com/magazine/content/09_21/

b4132026793275.htm .

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Confirming pages

300 Unit Five Interpersonal Communication

• Solving interpersonal problems. Opening discussion of interpersonal problems in the group and suggesting ways to solve them.

• Listening actively. Showing group members that they have been heard and that their ideas are being taken seriously (◀◀ p. 291).

Negative roles and actions that hurt the group’s product and process include the

following:

• Blocking. Disagreeing with everything that is proposed. • Dominating. Trying to run the group by ordering, shutting out others, and insisting on

one’s own way.

• Clowning. Making unproductive jokes and diverting the group from the task. • Withdrawing. Being silent in meetings, not contributing, not helping with the work,

not attending meetings.

Some actions can be positive or negative depending on how they are used. Criticizing

ideas is necessary if the group is to produce the best solution, but criticizing every single

idea raised without ever suggesting possible solutions blocks a group. Jokes in moderation

can defuse tension and make the group more fun. Too many jokes or inappropriate jokes

can make the group’s work more difficult.

Leadership in Groups

You may have noted that “leader” was not one of the roles listed earlier. Being a leader

does not mean doing all the work yourself. Indeed, someone who implies that he or she has the best ideas and can do the best work is likely playing the negative roles of blocking

and dominating.

Effective groups balance three kinds of leadership, which parallel the three group

dimensions:

• Informational leaders generate and evaluate ideas and text. • Interpersonal leaders monitor the group’s process, check people’s feelings, and

resolve conflicts.

• Procedural leaders set the agenda, make sure that everyone knows what’s due for the next meeting, communicate with absent group members, and check to be sure that

assignments are carried out.

While it’s possible for one person to do all of these responsibilities, in many groups, the

three kinds of leadership are taken on by three (or more) different people. Some groups

formally or informally rotate or share these responsibilities, so that everyone—and no

one—is a leader.

Several studies have shown that people who talk a lot, listen effectively, and respond

nonverbally to other members in the group are considered to be leaders. 2

Leaders can encourage groups to make fair decisions. For instance, someone in

the group usually brings up an idea’s flaws. For balance, John Tropman recommends

that leaders also call upon an “angel’s advocate” to speak up for the idea’s positive

aspects. 3

Characteristics of Successful Student Groups

A case study of six student groups completing class projects found that students in suc-

cessful groups were not necessarily more skilled or more experienced than students in less

successful groups. Instead, successful and less successful groups communicated differ-

ently in three ways. 4

1. In the successful groups, the leader set clear deadlines, scheduled frequent meetings,

and dealt directly with conflict that emerged in the group. In less successful groups,

According to Florida State

University researchers,

employees with abusive

supervisors were much more

likely to hide, slack off, hand

in sloppy work, and take sick

leave when healthy than those

with more benevolent ones.

Abuse includes berating,

ignoring e-mails, and putting

down workers in front of

others. Employees with kinder

bosses were three times more

likely to proactively fix problems

and approach supervisors with

helpful ideas. A Gallop Poll of a

million workers found that bad

bosses are the top reason for

quitting a job, and a 2011 poll

conducted by Harris Interactive

for the American Psychological

Association found that nearly

50% of workers say they don’t

feel valued on the job.

Source: Jeanna Bryner, “Abused Workers Fight Back by Slacking

Off,” October 8, 2007, downloaded

at http://news.yahoo.com/s/

livescience/20071008/sc_

livescience/abusedworkersfight

backbyslackingoff ; and Douglas

LaBier, “The Lowdown on

Abusive Bosses and Unhealthy

Management,” June 6, 2011,

http://www.huffingtonpost.com/

douglas-labier/the-lowdown-on-

abusive-bosses_b_887157.html .

Site to See

Go to

http://www.nsba.org/sbot/ toolkit/LeadTeams.html

For the National School Boards

Association’s tutorial on

developing successful teams.

Go to

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Sometimes when groups form, no one wants to “lead.” Per-

haps that’s because we’ve seen “leaders” who seemed dictato-

rial, implied that no one else’s work would be up to their high

standards, and generally antagonized the people unfortunate

enough to have to work with them.

You don’t have to be arrogant to be a leader. Here are some

things that you can do to get your group started on the right

track.

• Smile. Get to know the other members of your group as individuals. Invite members to say something about them-

selves, perhaps what job they’re hoping to get and one fact

about their lives outside school.

• Share. Tell people about your own work style and obliga- tion, and ask others to share their styles and obligations.

Savvy group members play to each other’s strengths and

devise strategies for dealing with differences. The earlier

you know what those differences are, the easier it will be to

deal with them.

• Suggest. “Could we talk about what we see as our purposes in this presentation?” “One of the things we need to do

is. . . .” “One idea I had for a project is. . . .” Presenting your

ideas as suggestions gets the group started without suggest-

ing that you expect your views to prevail.

• Think. Leaders look at the goal and identify the steps needed to get there. “Our proposal is due in two weeks. Let’s

list the tasks we need to do in order to write a rough draft.”

• Volunteer. Volunteer to take notes or to gather some of the data the group will need or to prepare the charts after the

data are in. Volunteer not just for the fun parts of the job

(such as surfing the web to find visuals for your Power-

Point presentation) but also for some of the dull but essential

work, such as proofreading.

• Ask. Bring other people into the conversation. Learn about their knowledge, interests, and skills so that you’ll have as

much as possible to draw on as you complete your group

projects.

Building a Critical Skill

Leading Without Being Arrogant LO 18-3

Confirming pages

301

members had to ask the leader what they were supposed to be doing. The less successful

groups met less often, and they tried to pretend that conflicts didn’t exist.

2. The successful groups listened to criticism and made important decisions together.

Perhaps as a result, everyone in the group could articulate the group’s goals. In the less

successful groups, a subgroup made decisions and told other members what had been

decided.

3. The successful groups had a higher proportion of members who worked actively on

the project. The successful groups even found ways to use members who didn’t like

working in groups. For example, one student who didn’t want to be a “team player”

functioned as a “freelancer” for her group, completing assignments by herself and

giving them to the leader. The less successful groups had a much smaller percentage of

active members and each had some members who did very little on the final project.

Rebecca Burnett has shown that student groups produce better documents when they

disagree over substantive issues of content and document design. The disagreement does

not need to be angry: A group member can simply say, “Yes, and here’s another way we

could do it.” Deciding among two (or more) alternatives forces the proposer to explain the

rationale for an idea. Even when the group adopts the original idea, considering alterna-

tives rather than quickly accepting the first idea produces better writing. 5

Kimberly Freeman found that the students who spent the most time meeting with their

groups had the highest grades—on their individual as well as on group assignments. 6

Peer Pressure and Groupthink

Groups that never express conflict may be experiencing groupthink. Groupthink is the tendency for groups to put such a high premium on agreement that they directly or indi-

rectly punish dissent.

Instant Replay

Positive Roles in Groups

Task Roles

• Seeking information and

opinions

• Giving information and

opinions

• Summarizing

• Evaluating

• Coordinating

Interpersonal Roles

• Encouraging participation

• Relieving tensions

• Checking feelings

• Solving interpersonal

problems

• Listening actively

I R

Positive Rol

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302 Unit Five Interpersonal Communication

Groups that “go along with the crowd” and suppress conflict ignore the full range of

alternatives, seek only information that supports the positions they already favor, and

fail to prepare contingency plans to cope with foreseeable setbacks. A business suffer-

ing from groupthink may launch a new product that senior executives support but for

which there is no demand. Student groups suffering from groupthink turn in inferior

documents.

The best correctives to groupthink are to

• Consciously search for additional alternatives.

• Test assumptions against those of a range of other people.

• Encourage disagreement, perhaps even assigning someone to be “devil’s advocate.”

• Protect the right of people in a group to disagree.

How should we handle conflict? LO 18-4

▶ Get at the real issue, and repair bad feelings.

Conflicts will arise in any group of intelligent people who care about the task. Yet many

of us feel so uncomfortable with conflict that we pretend it doesn’t exist. However, unac-

knowledged conflicts rarely go away: they fester, making the next interchange more

difficult.

To reduce the number of conflicts in a group,

• Make responsibilities and ground rules clear at the beginning.

• Discuss problems as they arise, rather than letting them fester till people explode.

• Realize that group members are not responsible for each others’ happiness.

Meeting expert John Tropman recommends that controversial items be handled at two

different meetings. The first meeting is a chance for everyone to air a point of view about

the issue. After a cooling-off period, a second meeting is held where the group reaches a

decision. 7

Figure  18.2 suggests several possible solutions to conflicts that student groups often

experience. Often the symptom arises from a feeling of not being respected or appreciated

by the group. Therefore, many problems can be averted if people advocate for their ideas

in a positive way. As Nancy Schullery and Beth Hoger point out, the best time to advocate

for an idea is when the group has not yet identified all possible options, seems dominated

by one view, or seems unable to choose among solutions. A tactful way to advocate for the

position you favor is to recognize the contributions others have made, to summarize, and

then to hypothesize: “What if . . . ?” “Let’s look six months down the road.” “Let’s think

about x. ” 8

Steps in Conflict Resolution

Dealing successfully with conflict requires attention to both the issues and to people’s feel-

ings. This five-step procedure will help you resolve conflicts constructively.

1. Make Sure that the People Involved Really Disagree

Sometimes someone who’s under a lot of pressure may explode. But the speaker may just

be venting anger and frustration; he or she may not in fact be angry at the person who receives the explosion. One way to find out if a person is just venting is to ask, “Is there

something you’d like me to do?”

2. Check to See that Everyone’s Information Is Correct

Sometimes different conversational styles (◀◀ p. 45) or cultural differences (◀◀ p. 40) create apparent conflicts when in fact no real disagreement exists. During a negotiation

Author and self-professed

introvert Susan Cain believes

that while some teamwork is

fine and offers a stimulating

way to exchange ideas,

introverts may suffer, in

particular from the pressures

of groupthink. She notes the

achievements of creative

introverts like Apple’s Steve

Wozniak and physicist Sir

Isaac Newton, who seemed

to do their best work alone.

Cain, who opposes eliminating

teamwork from the workplace,

nonetheless points out “it’s one

thing to associate with a group

in which each member works

autonomously on his piece of

the puzzle; it’s another to be

corralled into endless meetings

or conference calls conducted

in offices that afford no respite

from the noise and gaze of

co-workers.”

Source: Susan Cain, “The Rise of the New Groupthink,” The

New York Times, January 13,

2012, http://www.nytimes

.com/2012/01/15/opinion/sunday/

the-rise-of-the-new-groupthink.

html?pagewanted=allC .

Instant Replay

Three Kinds of Group

Leadership

Informational leaders generate and evaluate ideas

and text. Interpersonal leaders monitor the group’s

process, check people’s

feelings, and resolve conflicts.

Procedural leaders set the agenda, make sure that

everyone knows what’s

due for the next meeting,

communicate with absent

group members, and check to

be sure that assignments are

carried out.

I R

Three Kinds

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Module 18 Working and Writing in Teams 303

between a U.S. businessman and a Balinese businessman, the Balinese man dropped his

voice and lowered his eyes when he discussed price. The U.S. man saw the low voice and

breaking of eye contact as an indication of dishonesty. But the Balinese believe that it is

rude to mention price specifically. He was embarrassed, but he wasn’t lying. 9

Similarly, misunderstanding can arise from faulty assumptions. A U.S. student studying

in Colombia quickly learned that only cold water was available for his evening shower.

Since his host family washed dinner dishes in cold water, he assumed that the family didn’t

have hot water. They did. Colombians turn off the water heater in the morning after every-

one has bathed; washing later in the day is done with cold water. He could have had hot

water for his showers if he had taken them in the morning. 10

Figure 18.2 Troubleshooting Group Problems

Symptom Possible Solutions

We can’t find a time to meet that works

for all of us.

a. Find out why people can’t meet at certain times. Some reasons suggest their own solutions.

For example, if someone has to stay home with small children, perhaps the group could meet

at that person’s home.

b. Assign out-of-class work to “committees” to work on parts of the project.

c. Use e-mail to share, discuss, and revise drafts.

One person just criticizes

everything.

a. Ask the person to follow up the criticism with a suggestion for improvement.

b. Talk about ways to express criticism tactfully. “I think we need to think about x” is more

tactful than “You’re wrong.”

c. Value criticism about ideas and writing (not about people). Ideas and documents need

criticism if we are to improve them.

People in the group don’t seem

willing to disagree. We end up

going with the first idea suggested.

a. Appoint someone to be a “devil’s advocate.”

b. Brainstorm so you have several possibilities to consider.

c. After an idea is suggested, have each person in the group suggest a way it could be

improved.

d. Have each person in the group write a draft. It’s likely the drafts will be different, and

you’ll have several options to mix and match.

e. Talk about good ways to offer criticism. Sometimes people don’t disagree because

they’re afraid that other group members won’t tolerate disagreement.

I seem to be the only one in the

group who cares about quality.

a. Find out why other members “don’t care.” If they received low grades on early

assignments, stress that good ideas and attention to detail can raise grades. Perhaps

the group should meet with the instructor to discuss what kinds of work will pay the

highest dividends.

b. Volunteer to do extra work. Sometimes people settle for something that’s just OK

because they don’t have the time or resources to do excellent work. They might be

happy for the work to be done—if they don’t have to do it.

c. Be sure that you’re respecting what each person can contribute. Group members

sometimes withdraw when one person dominates and suggests that he or she is

“better” than other members.

One person isn’t doing his or her

fair share.

a. Find out what is going on. Is the person overcommitted? Does he or she feel

unappreciated? Those are different problems you’d solve in different ways.

b. Do things to build group loyalty. Get to know each other as writers and as people.

Sometimes, do something fun together.

c. Encourage the person to contribute. “Mary, what do you think?” “Jim, which part of this

would you like to draft?” Then find something to praise in the work. “Thanks for getting

us started.”

d. If someone misses a meeting, assign someone else to bring the person up to speed.

People who miss meetings for legitimate reasons (job interviews, illness) but don’t find

out what happened may become less committed to the group.

e. Consider whether strict equality is the most important criterion. Sometimes the best

group product results from letting people do different amounts of “work.”

f. Even if you divide up the work, make all decisions as a group: what to write about,

which evidence to include, what graphs to use, what revisions to make. People

excluded from decisions become less committed to the group.

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304 Unit Five Interpersonal Communication

3. Discover the Needs Each Person Is Trying to Meet

Sometimes determining the real needs makes it possible to see a new solution. The

presenting problem that surfaces as the subject of dissension may or may not be the real problem. For example, a worker who complains about the hours he’s putting in may

in fact be complaining not about the hours themselves but about not feeling appreciated.

A supervisor who complains that the other supervisors don’t invite her to meetings may

really feel that the other managers don’t accept her as a peer. Sometimes people have

trouble seeing beyond the presenting problem because they’ve been taught to suppress

their anger, especially toward powerful people. One way to tell whether the present-

ing problem is the real problem is to ask, “If this were solved, would I be satisfied?”

If the answer is no, then the problem that presents itself is not in fact the real problem. Solving the presenting problem won’t solve the conflict. Keep probing until you get to

the real conflict.

4. Search for Alternatives

Sometimes people are locked into conflict because they see too few alternatives. In Decide and Conquer, Stephen Robbins calls this common shortcoming the limited-search error: Wishing to simplify a complicated process, group members generate alternatives only if

the ones already mentioned are unacceptable. Therefore, for significant decisions, groups

need a formal process to identify alternatives thoroughly. 11

Diverse alternatives can lead to better solutions. At one data-entry company, productiv-

ity fell because female employees took time off to visit their children at day care. Men on

the board wanted to solve the problem by “docking” pay. The one woman on the board

proposed installing software to let mothers check on their children online. That solved

the problem. 12

5. Repair Bad Feelings

Conflict can emerge without anger and without escalating the disagreement, as the next

section shows. But if people’s feelings have been hurt, the group needs to deal with those

feelings to resolve the conflict constructively. Only when people feel respected and taken

seriously can they take the next step of trusting others in the group.

Responding to Criticism

Conflict is particularly difficult to resolve when someone else criticizes or attacks us

directly. When we are criticized, our natural reaction is to defend ourselves—perhaps

by counterattacking. The counterattack prompts the critic to defend him- or herself.

The conflict escalates; feelings are hurt; issues become muddied and more difficult

to resolve.

Just as resolving conflict depends upon identifying the needs each person is try-

ing to meet, so dealing with criticism depends upon understanding the real concern of

the critic. Constructive ways to respond to criticism and get closer to the real concern

include

• Paraphrasing.

• Checking for feelings.

• Checking inferences.

• Buying time with limited agreement.

Paraphrasing

To paraphrase, repeat in your own words the verbal content of the critic’s message. The purposes of paraphrasing are (1) to be sure that you have heard the critic accurately,

(2) to let the critic know what his or her statement means to you, and (3) to communicate

the feeling that you are taking the critic and his or her feelings seriously.

Human Resources consultant

Roberta Matuson points

out that conflict can be an

opportunity for fresh ideas. She

asks businesspeople, “Do you

think such innovative products

like smartphones would exist if

no one in the room challenged

the idea that a phone could be

used for more than just making

and receiving calls?”

Source: Roberta Matuson, “How to Confront Without Conflict,”

FastCompany, February 4, 2010,

http://www.fastcompany

.com/blog/roberta-matuson/

management-escalator/

how-confront-without-conflict .

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Module 18 Working and Writing in Teams 305

Criticism: You guys are stonewalling my requests for information. Paraphrase: You think that we don’t give you the information you need quickly enough.

Checking for Feelings

When you check the critic’s feelings, you identify the emotions that the critic seems to

be expressing verbally or nonverbally. The purposes of checking feelings are to try to

understand (1) the critic’s emotions, (2) the importance of the criticism for the critic, and

(3) the unspoken ideas and feelings that may actually be more important than the voiced

criticism.

Criticism: You guys are stonewalling my requests for information. Feeling check: You sound pretty angry.

Always ask the other person if you are right in your perception. Even the best reader of nonverbal cues is sometimes wrong.

Checking for Inferences

When you check the inferences you draw from criticism, you identify the implied mean-

ing of the verbal and nonverbal content of the criticism, taking the statement a step further

than the words of the critic to try to understand why the critic is bothered by the action or attitude under discussion. The purposes of checking inferences are (1) to identify the real

(as opposed to the presenting) problem and (2) to communicate the feeling that you care

about resolving the conflict.

Criticism: You guys are stonewalling my requests for information. Inference: Are you saying that you need more information from our group?

Inferences can be faulty. In the above interchange, the critic might respond, “I don’t need

more information. I just think you should give it to me without my having to file three forms in triplicate every time I want some data.”

Buying Time with Limited Agreement

Buying time is a useful strategy for dealing with criticisms that really sting. When you

buy time with limited agreement, you avoid escalating the conflict (as an angry statement

might do) but also avoid yielding to the critic’s point of view. To buy time, restate the part

of the criticism that you agree to be true. (This is often a fact, rather than the interpreta-

tion or evaluation the critic has made of that fact.) Then let the critic respond, before you say anything else. The purposes of buying time are (1) to allow you time to think when a criticism really hits home and threatens you, so that you can respond to the criticism rather

than simply react defensively, and (2) to suggest to the critic that you are trying to hear

what he or she is saying.

Criticism: You guys are stonewalling my requests for information. Limited agreement: It’s true that the cost projections you asked for last week still aren’t ready.

DO NOT go on to justify or explain. A “Yes, but . . .” statement is not a time-buyer.

You-Attitude in Conflict Resolution

You-attitude (◀◀ Module 6) means looking at things from the audience’s point of view, respecting the audience, and protecting the audience’s ego. The you statements that many people use when they’re angry attack the audience; they do not illustrate you-attitude.

Instead, substitute statements about your own feelings. In conflict, I statements show good you-attitude!

Lacks you-attitude: You never do your share of the work. You-attitude: I feel that I’m doing more than my share of the work on this project. Lacks you-attitude: Even you should be able to run the report through a spell checker. You-attitude: I’m not willing to have my name on a report with so many spelling errors. I

did lots of the writing, and I don’t think I should have to do the proofreading

and spell-checking, too.

Could social media actually

be contributing to loneliness?

At a time when arguably more

opportunities to connect with

people exist than before,

research suggests people in

general are getting lonelier. In

1950, for instance, less than

10% of U.S. households had

only one person, but that

number increased to 27% by

2010. A study by the American

Association of Retired Persons

found 35% of adults older than

45 were chronically lonely,

more than double the number

a decade earlier. In Australia,

where half the population uses

Facebook, a study found that

lonely people are inclined to

spend more time on Facebook

and that there is a significant

correlation between Facebook

use and narcissism. “Passive

consumption” of Facebook,

where people only scan

others’ walls, correlates to

depression and feelings of

disconnectedness, according

to a Carnegie-Mellon University

study. Though there is yet to

be a definitive answer, the case

of Yvette Vickers, a former

Playboy playmate and actress,

may offer insight. The 83-year-

old was found mummified after

nearly a year, still seated in front

of her powered-up computer.

Source: Stephen Marche, “Is Facebook Making Us Lonely?”

The Atlantic, May 2012, http://

www.theatlantic.com/magazine/

archive/2012/05/is-facebook-

making-us-lonely/8930/ .

Instant Replay

Responding to Criticism

Constructive ways to respond

to criticism and get closer

to the real concern include

paraphrasing, checking for

feelings, checking inferences,

and buying time with limited

agreement.

I R

Responding

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306 Unit Five Interpersonal Communication

Copyright © Peter C. Vey/The New Yorker Collection, www.cartoonbank.com .

Leading means more than being the boss. It means inspiring people to work together for solutions.

How can we create the best co-authored documents? LO 18-5

▶ Talk about your purposes and audience(s). ▶ Discuss drafts and revisions as a group.

Whatever your career, it is likely that some of the documents you produce will be written

with a group. Lisa Ede and Andrea Lunsford found that 87% of the 700 professionals in

seven fields who responded to their survey sometimes wrote as members of a team or a

group. 13

Collaboration is often prompted by one of the following situations:

• The task is too big or the time is too short for one person to do all the work.

• No one person has all the knowledge required to do the task.

• A group representing different perspectives must reach a consensus.

• The stakes for the task are so high that the organization wants the best efforts of as

many people as possible; no one person wants the sole responsibility for the success or

failure of the document.

Collaborative writing can be done by two people or by a much larger group. The group

can be democratic or run by a leader who makes decisions alone. The group may share or

divide responsibility for each of the stages in the writing process (◀◀ p. 60). Research in collaborative writing is beginning to tell us about the strategies that produce

the best writing. Rebecca Burnett found that student groups that voiced disagreements as

they analyzed, planned, and wrote a document produced significantly better documents

than those that suppressed disagreement, going along with whatever was first proposed. 14

A case study of two collaborative writing teams in a state agency found that the successful

group distributed power equally, worked to soothe hurt feelings, and was careful to involve

all group members. In terms of writing process, the successful group understood the task

as a response to a rhetorical situation, planned revisions as a group, saw supervisors’ com-

ments as legitimate, and had a positive attitude toward revision. 15

Ede and Lunsford’s detailed case studies of collaborative teams in business, govern-

ment, and science create an “emerging profile of effective collaborative writers”: “They

are flexible; respectful of others; attentive and analytical listeners; able to speak and write

clearly and articulately; dependable and able to meet deadlines; able to designate and share

responsibility, to lead and to follow; open to criticism but confident in their own abilities;

ready to engage in creative conflict.” 16

Want to build a stronger team?

Join Bayer, FedEx Ground,

the Pittsburgh City Police,

and other organizations that

have turned to hip hop. In

addition to learning team-

building skills, the Hip-Hop

On L.O.C.K. program brings

businesspeople together to

ply their artistic and creative

skills and perform community

service.

Source: Shawn Graham, “Forget Paintball; Hip Hop Is the Freshest

Exercise in Team Building,”

Fast Company, http://www.

fastcompany.com/1780114/build-

highly-functioning-teams-through-

lyrics .

Working with virtual teams

requires special attention, as

“digital nomads” may be out

of the office most or all of the

time. McKinsey Consulting

expects the growth of video

and web conferencing to top

20% in the next five years,

so preparing to adapt makes

sense. Boland T. Jones, chief

executive of PGi, a virtual

meetings company, suggests

making video conferences

a must, using engaging

conferencing tools, using

blog posts and texting, and

employing Facebook and

Twitter, especially for friending

and status updates.

Source: Boland T. Jones, “Five Tips for Managing Digital Nomads ,”

Bloomberg Businessweek,

July 22, 2011, http://www.

businessweek.com/management/

five-tips-for-managing-digital-

nomads-07222011.html .

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Module 18 Working and Writing in Teams 307

Planning the Work and the Document

Collaborative writing is most successful when the group articulates its understanding of

the document’s purposes and audiences and explicitly discusses the best way to achieve

these rhetorical goals. Businesses schedule formal planning sessions for large projects to

set up a time line specifying intermediate and final due dates, meeting dates, who will

attend each meeting, and who will do what. Putting the plan in writing reduces misunder-

standings during the project.

When you plan a collaborative writing project,

• Make your analysis of the problem, the audience, and your purposes explicit so you

know where you agree and where you disagree.

• Plan the organization, format, and style of the document before anyone begins to write

to make it easier to blend sections written by different authors.

• Consider your work styles and other commitments. A writer working alone can stay

up all night to finish a single-authored document. But members of a group need to

work together to accommodate each other’s styles and to enable members to meet other

commitments.

• Build some leeway into your deadlines. It’s harder for a group to finish a document

when one person’s part is missing than it is for a single writer to finish the last section

of a document on which he or she has done all the work.

Composing the Drafts

Most writers find that composing alone is faster than composing in a group. However,

composing together may reduce revision time later, since the group examines every choice

as it is made.

When you draft a collaborative writing project,

• Use word processing to make it easier to produce the many drafts necessary in a

collaborative document.

• If the quality of writing is crucial, have the best writer(s) draft the document after

everyone has gathered the necessary information.

Revising the Document

Revising a collaborative document requires attention to content, organization, and style.

The following guidelines can make the revision process more effective:

• Evaluate the content and discuss possible revisions as a group. Brainstorm ways to

improve each section so the person doing the revisions has some guidance.

• Recognize that different people favor different writing styles. If the style satisfies the

demands of standard English and the conventions of business writing, accept it even if

you wouldn’t say it that way.

• When the group is satisfied with the content of the document, one person—probably the best

writer—should make any changes necessary to make the writing style consistent throughout.

Editing and Proofreading the Document

Because writers’ mastery of standard English varies, a group document needs careful edit-

ing and proofreading.

• Have at least one person check the whole document for correctness in grammar,

mechanics, and spelling and for consistency in the way that format elements, names,

and numbers are handled.

• Run the document through a spell-checker if possible.

• Even if you use a computerized spell-checker, at least one human being should proofread

the document too.

Students creating health

care apps at Florida Atlantic

University presented a group

business plan in lieu of a

final exam. The students

represented four academic

disciplines—business,

anthropology, engineering, and

graphic arts—and combined

their areas of expertise. One,

Mark Anthony Burgarelli, used

his anthropology knowledge

to study his group’s dynamics

and is now working for an

advertising agency doing

market research.

Source: Nancy Dahlberg, “FAU Students Team Up to

Develop Mobile Apps,” The

Miami Herald, July 15, 2012,

http://www.miamiherald.

com/2012/07/15/2897006/fau-

students-team-up-to-develop.html .

Medical innovations and

teamwork, even in the violent

chaos of combat, are helping

U.S. service people reach a

survivability rate of 95% in

Afghanistan if they get medical

help quickly. That involves

everyone from other soldiers

and Marines to battlefield

medics to air and ground

vehicle crews to surgical teams

at base hospitals working and

communicating in concert to

help the wounded. The rate is

higher than in any previous war

fought by the United States.

Source: Alan Cullison, “On Distant Battlefields, Survival Odds Rise

Sharply,” The Wall Street Journal,

April 2, 2010, http://online.wsj.

com/article/SB100014240527

48704655004575114623837

930294.html?mod=WSJ_hpp_

RIGHTInDepthCarousel .

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308 Unit Five Interpersonal Communication

Making the Group Process Work

When you create a coauthored document,

• Give yourselves plenty of time to discuss problems and find solutions. Purdue students

who are writing group reports spend six to seven hours a week outside class in group

meetings—not counting the time they spend gathering information and writing their

drafts. 17

• Take the time to get to know group members and to build group loyalty. Group members

will work harder and the final document will be better if the group is important to members.

• Be a responsible group member. Attend all the meetings; carry out your responsibilities.

• Be aware that people have different ways of experiencing reality and of expressing

themselves.

• Because talking is “looser” than writing, people in a group can think they agree when

they don’t. Don’t assume that because the discussion went smoothly, a draft written by

one person will necessarily be acceptable.

Summary of Learning Objectives

• Effective groups balance informational leadership, interper-

sonal leadership, and procedural leadership. (LO 18-1) • A case study of six student groups completing class projects

found that students in successful groups had leaders who set

clear deadlines, scheduled frequent meetings, and dealt directly

with conflict that emerged in the group; and had an inclusive

decision-making style, and a higher proportion of members

who worked actively on the project. (LO 18-2) • Students who spent the most time meeting with their groups got

the highest grades. (LO 18-2) • Groupthink is the tendency for groups to put such a high

premium on agreement that they directly or indirectly punish

dissent. The best correctives to groupthink are to consciously

search for additional alternatives, to test one’s assumptions

against those of a range of other people, and to protect the right

of people in a group to disagree. (LO 18-2) • To lead without being arrogant and get your group started on

track, remember to smile, share, suggest, think, volunteer, and

ask. (LO 18-3)

• To resolve conflicts, first make sure that the people involved

really disagree. Next, check to see that everyone’s information

is correct. Discover the needs each person is trying to meet. The

presenting problem that surfaces as the subject of dissension may or may not be the real problem. Search for alternatives.

(LO 18-4) • Constructive ways to respond to criticism include paraphrasing,

checking for feelings, checking inferences, and buying time

with limited agreement. (LO 18-4) • Use statements about the speaker’s feelings to own the problem

and avoid attacking the audience. In conflict, I statements are good you-attitude! (LO 18-4)

• Collaborative writing means working with other writers to produce a single document. Writers producing a joint document

need to pay attention not only to the basic steps in the writing

process but also to the processes of group formation and con-

flict resolution. (LO 18-5)

Assignments for Module 18

18.1 What are the three kinds of group leadership? (LO 18-1)

18.2 What is groupthink? (LO 18-2)

18.3 How do you use you-attitude during conflict? (LO 18-4)

18.4 What strategies produce the best coauthored documents? (LO 18-5)

Questions for Comprehension

18.5 Why are so many people so afraid of conflict in groups? What can a group do to avoid groupthink? (LO 18-1, LO 18-2)

18.6 Why is it better for groups to deal with conflicts, rather than just trying to ignore them? (LO 18-1, LO 18-2)

18.7 What is the most successful group or team you’ve been part of? What made it effective? (LO 18-1 to LO 18-5)

Questions for Critical Thinking

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Module 18 Working and Writing in Teams 309

18.8 Keeping a Journal about a Group (LO 18-1 to LO 18-5)

As you work in a collaborative writing group, keep a jour-

nal after each group meeting.

• What happened?

• What roles did you play in the meeting?

• What conflicts arose? How were they handled?

• What strategies could you use to make the next meeting

go smoothly?

• Record one observation about each group member.

In 18.9 through 18.13, assume that your group has been

asked to recommend a solution.

As Your Instructor Directs,

a. Send e-mail messages to group members laying out

your initial point of view on the issue and discussing the

various options.

b. Meet as a group to come to a consensus.

c. As a group, answer the message.

d. Write a memo to your instructor telling how satisfied

you are with

1. The decision your group reached.

2. The process you used to reach it.

e. Write a memo describing your group’s dynamics

(18.15).

Exercises and Problems

Assume that your small group comprises the executive

committee of a large company that has a luxury football

skybox. (Depending on the stadium, a skybox for a profes-

sional football team may cost as little as $100,000 a year or

10 times that much. A portion—perhaps up to 30%—of the

cost may be deductible as a business expense.) The CEO

says, “Times are tight. We need to reevaluate whether we

should retain the skybox.”

Write a group response recommending whether to keep

the skybox and supporting your recommendation.

Hints:

• Agree on a company to use for this problem.

• Does having a skybox match the values in the company’s

mission statement? If you keep the skybox, who should

have priority in using it?

• How is the company doing financially? Is it laying off

workers?

18.9 Recommending Whether to Keep the Skybox (LO 18-1 to LO 18-5)

Assume that your small group comprises the officers in stu-

dent government on your campus. You receive this e-mail

from the dean of students:

Write a group report recommending what (if anything)

your campus should do for student entrepreneurs and sup-

porting your recommendation.

18.10 Recommending a Policy on Student Entrepreneurs (LO 18-1 to LO 18-5)

As you know, campus policy says that no student may use campus resources to conduct business-

related activities. Students can’t use college e-mail addresses for business. They can’t post business web

pages on the college server.

On the other hand, a survey conducted by the Kauffman Center for Entrepreneurial Leadership showed

that 7 out of 10 teens want to become entrepreneurs.

Should campus policy be changed to allow students to use college e-mail addresses for business? (And

then what happens when our network can’t carry the increased e-mail traffic?) Please recommend what

support (if any) should be given to student entrepreneurs.

Hints:

• Does your campus offer other support for entrepreneurs

(courses, a business plan competition, a start-up incuba-

tor)? What should be added or expanded?

• Is it realistic to ask alumni for money to fund student

start-ups?

• Are campus e-mail, phone, and delivery services funded

by tax dollars? If your school is a public institution, do

state or local laws limit business use?

18.11 Answering an Ethics Question (LO 18-1 to LO 18-5)

Assume that your small group comprises your organiza-

tion’s ethics committee. You receive the following anony-

mous note:

Determine the best solution to the problem. Then write

a message to all employees stating your decision and build-

ing support for it.

People are routinely using the company letterhead to write letters to members of Congress, senators, and

even the president stating their positions on various issues. Making their opinions known is of course their

right, but doing so on letterhead stationery implies that they are speaking for the company, which they are not.

I think that the use of letterhead for anything other than official company business should be prohibited.

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310 Unit Five Interpersonal Communication

Assume that your small group comprises the labor-

management committee at the headquarters of a chain of

grocery stores. This e-mail arrives from the vice president

for human resources:

Write a group response recommending whether to

change the policy and supporting your recommendation.

18.12 Responding to an Employee Grievance (LO 18-1 to LO 18-5)

You’ve just been named vice president for diversity, the

first person in your organization to hold this position.

Today, you receive this memo from Sheila Lathan, who

edits the employee newsletter.

18.13 Answering an Inquiry about Photos (LO 18-1 to LO 18-5)

As you know, company policy requires that employees smile at customers and make eye contact with

them. In the past nine months, 12 employees have filed grievances over this rule. They say they are being

harassed by customers who think they are flirting with them. A produce clerk claims customers have

propositioned her and followed her to her car. Another says “Let me decide who I am going to say hello

to with a big smile.” The union wants us to change the policy to let workers not make eye contact with

customers, and to allow workers to refuse to carry groceries to a customer’s car at night. My own feeling

is that we want to maintain our image as a friendly store that cares about customers, but that we also

don’t want to require behavior that leads to harassment. Let’s find a creative solution.

Subject: Photos in the Employee Newsletter

Please tell me what to do about photos in the monthly employee newsletter. I’m concerned that almost no

single issue represents the diversity of employees we have here.

As you know, our layout allows two visuals each month. One of those is always the employee of the

month (EM). In the last year, most of those have been male and all but two have been white. What makes

it worse is that people want photos that make them look good. You may remember that Ron Olmos was

the EM two months ago; in the photo he wanted me to use, you can’t tell that he’s in a wheelchair. Often

the EM is the only photo; the other visual is often a graph of sales or something relating to quality.

Even if the second visual is another photo, it may not look balanced in terms of gender and race. After

all, 62% of our employees are men and 78% are white. Should the pictures try to represent those

percentages? The leadership positions (both in management and in the union) are even more heavily male

and white. Should we run pictures of people doing important things, and risk continuing the imbalance?

I guess I could use more visuals, but then there wouldn’t be room for as many stories—and people really

like to see their names in print. Plus, giving people information about company activities and sales is

important to maintaining goodwill. A bigger newsletter would be one way to have more visuals and keep

the content, but with the cost-cutting measures we’re under, that doesn’t look likely.

What should I do?

As Your Instructor Directs,

a. Work in a small group with other students to come up

with a recommendation for Sheila.

b. Write a memo responding to her.

c. Write an article for the employee newsletter about the

photo policy you recommend and how it relates to the

company’s concern for diversity.

18.14 Creating Brochures (LO 18-1 to LO 18-5)

In a collaborative group, create a series of brochures for an

organization and present your design and copy to the class in

a group oral presentation. Your brochures should work well

as a series but also be capable of standing alone if a reader

picks up just one. They should share a common visual design

and be appropriate for your purposes and audience. You may

use sketches rather than photos or finished drawings. Text,

however, should be as it will appear in the final copy.

As you prepare your series, talk to a knowledgeable per-

son in the organization. For this assignment, as long as the

person is knowledgeable, he or she does not have to have

the power to approve the brochures.

In a manila folder, turn in

1. Two copies of each brochure.

2. A copy of your approved proposal (▶▶ Module 21). 3. A narrative explaining (a) how you responded to the wishes

of the person in the organization who was your contact and

(b) five of the choices you made in terms of content, visu-

als, and design and why you made these choices.

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Module 18 Working and Writing in Teams 311

Analyze the dynamics of a task group of which you are a

member. Answer the following questions:

1. Who was the group’s leader? How did the leader

emerge? Were there any changes in or challenges to the

original leader?

2. Describe the contribution each member made to the

group, and the roles each person played.

3. Did any members of the group officially or unofficially

drop out? Did anyone join after the group had begun

working? How did you deal with the loss or addition of

a group member, both in terms of getting the work done

and in terms of helping people work together?

4. What planning did your group do at the start of the proj-

ect? Did you stick to the plan or revise it? How did the

group decide that revision was necessary?

5. How did your group make decisions? Did you vote?

Reach decisions by consensus?

6. What problems or conflicts arose? Did the group deal

with them openly? To what extent did they interfere

with the group's task?

7. Evaluate your group both in terms of its task and in

terms of the satisfaction members felt. How did this

group compare with other task groups you’ve been part

of? What made it better or worse?

18.15 Analyzing the Dynamics of a Group (LO 18-1 to LO 18-5)

• Be honest. You won’t lose points for reporting that your

group had problems or did something “wrong.”

• Show your knowledge of good group dynamics. That is,

if your group did something wrong, show that you know

what should have been done. Similarly, if your group worked well, show that you know why it worked well.

• Be specific. Give examples or anecdotes to support your

claims.

As Your Instructor Directs,

a. Discuss these questions with the other group members.

b. Present your findings orally to the class.

c. Present your findings in an individual memo to your

instructor.

d. Join with the other group members to write a collabora-

tive memo to your instructor.

As you answer the questions,

None of us likes to be told that our work isn’t good. But criticism is

necessary if people and documents are to improve.

Depending on the situation, you may be able to use one of these

strategies:

1. Notice what’s good as well as what needs work.

The charts are great. We need to make the text as good as

they are.

I really like the builds you’ve used in the slides. We need to

edit the bullet points so they’re parallel.

2. Ask questions.

Were you able to find any books and articles, in addition to

sources on the Internet?

What do you see as the most important revisions to make for

the next draft?

3. Refer to the textbook or another authority.

The module on design says that italic type is hard to read.

Our instructor told us that presentations should have just

three main points.

4. Make statements about your own reaction.

I’m not sure what you’re getting at in this section.

I wouldn’t be convinced by the arguments here.

5. Criticize what’s wrong, without making global attacks on the

whole document or on the writer as a person.

There are a lot of typos in this draft.

You begin almost every sentence with um.

Exercises

Rewrite each criticism to make it less hurtful. You may add or omit

information as needed.

1. Reading your report reminds me of when I was a kid and my

older brother used to spin me around and around and around.

I have that same disoriented feeling and sickness in my stom-

ach right now.

2. I will say that after looking over your job application, I had

a religious awakening. The fact that anyone ever hired you

before makes me believe in miracles.

3. This isn’t writing. It’s typing.

4. My mother always told me to find at least one good thing to

say about someone. Well, I like the font you used.

5. It’s a testament to courage and indomitable spirit that a writer

with your obvious challenges with the English language has

managed to make it this far. Bravo, Shakespeare.

6. Let’s look at it this way: If you were in my place, how

could you, in good conscience, even consider letting some-

one with your obvious deficiencies in addition and subtrac-

tion have anything to do with writing a financial report?

7. Your writing is a case study on the failure of the modern educa-

tion system. I’m surprised you got the staple in the right place.

8. Go back to sleep. We’ll wake you up if we think there’s any-

thing useful you can contribute.

9. I would have to fix about half the spelling and grammar mis-

takes in this memo just to classify it as awful.

10. I’ve seen better use of syntax on a bathroom wall.

Check your answers to the odd-numbered exercises at the back of the book.

Delivering Criticism

Polishing Your Prose

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312

Module

LEARNING OBJECTIVES

Planning, Conducting, and Recording Meetings

M eetings have always taken a large part of the average manager’s week. The increased number

of teams means that meetings are even more frequent.

Meetings can be highly engaging and productive—or they can make people wish they were some-

where else. A Microsoft survey found that employees globally are in meetings 5.6 hours a week;

however, 69% of those employees think meetings are a waste of time. 1 Effectively planning and

conducting meetings requires more than simply scheduling them and showing up. In the fast-paced

21st century, most employees have great demands on their time. They expect meetings to reflect

that reality. Of course, there is a benefit to social interaction, too, but meetings must serve a greater

purpose than just getting people together.

The first order of business is always to determine if a meeting is even necessary. Are there more

efficient ways to communicate? Would an e-mail message suffice? If a meeting is necessary, consider

options. Face-to-face meetings are still the norm, but increasingly, people are turning to online oppor-

tunities, using services like Skype and gotomeeting.com . They can hold telephone conferences. Even

instant messaging allows people to “meet.”

Business, nonprofit, and government organizations hold several types of meetings.

LO 19-1 Apply strategies for good meeting plans.

LO 19-2 Apply strategies for productive meetings.

LO 19-3 Apply strategies for good meeting decisions.

LO 19-4 Apply strategies for business networking.

LO 19-5 Explain techniques for effective meeting participation.

LO 19-6 Select items for inclusion in meeting minutes.

LO 19-7 Compose scripts for informal meetings with bosses.

LO 19-8 Compare and contrast techniques for virtual meetings versus face-to-

face ones.

The concepts in Module 19 can help make your meetings the most productive. After completing the

module, you should be able to

19

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Module 19 Planning, Conducting, and Recording Meetings 313

• Parliamentary meetings are run under strict rules, like the rules of parliamentary procedure summarized in Robert’s Rules of Order. Parliamentary meetings are often used by boards of directors and by legislative bodies such as the U.S. Congress and

Senate, but they are rarely part of the day-to-day meetings common in most businesses

and nonprofit organizations.

• Regular staff meetings are held to announce new policies and products, answer questions, share ideas, and motivate workers. For example, Microsoft Exchange

Group’s development team meets every morning to review daily software builds and

to identify any issues that have come up in the last 24 hours. On Fridays, about 50

Google employees meet for a fast-paced hour to discuss ways to make Google searches

better and choose which new ideas to take to the next level of development. 2 A financial

services company holds quarterly town hall meetings for all employees, complete

with staging, professional-quality videos, and question-and-answer sessions with the

executive team. 3

• Team meetings bring together team members to brainstorm, solve problems, and create documents. Meetings may be called on short notice when a problem arises that needs

input from several people.

• One-on-one meetings are not always thought of as meetings, but they are perhaps the most common meetings of all. Employees talk by the water cooler or the refrigerator

or ride up an elevator together. One person walks into another’s office or cubicle to

ask a question. A supervisor stops by a line worker to see how things are going and to

“manage by walking around.” These highly informal meetings can be crucial to your

being seen as promotable.

Other kinds of meetings also are held. Many companies hold sales meetings for their

sales staff. Conventions bring together workers in the same field from many different

employers. Retreats allow a small group to get away for team building, brainstorming, or

long-range planning.

Any of these meetings may be supported with computers. Allstate and McKinsey &

Co. are among the organizations that key in comments on a computer hooked up to a large

overhead projector for all the participants to see: “People literally see themselves being

heard. Related comments are identified, linked, and edited on screen. The digressions and

tangents quickly become apparent.” The resulting document can be posted on the company

intranet for further discussion and comments. 4

Other organizations use group support software. Each person sits at a workstation.

Participants key in their own brainstorming ideas and comments. People can vote by rank-

ing items on a 1-to-10 scale; the software calculates the averages. 5

Speakerphones and conference calls allow people in different locations to participate

in the same conversation. Online meetings, such as those hosted by WebEx ( www.webex

.com ), allow you to bring together five other participants for a simultaneous e-mail con-

versation in your own private chat room. Some computer systems support video as well

as data or audio transmissions. Videoconferences provide high-quality video and audio

transmissions.

The length and purposes of the meeting, the number of people who attend, the budget,

and the available technology all affect outcomes. However, a number of principles apply

to almost all meetings.

What planning should precede a meeting? LO 19-1

▶ Identify the purpose(s) and create an agenda.

Meetings can have at least six purposes:

• To share information.

• To brainstorm ideas.

Site to See

Go to

www.parlipro.org/

to learn how to use

parliamentary procedures.

Go to

Give crayons and construction

paper to employees for

quiet reflection? Let negative

speakers be subject to

squirt gun retaliation from

colleagues around the table?

Todd Barr recommends

swapping laptops for tablet

PCs and using Penultimate

tablet software in place of

the whiteboard. Apps like

IdeaFlight can also help. These

may seem unusual actions, but

they are among creative ways

managers are making business

meetings more participatory

and less tedious.

Source: Emily Maltby, “Boring Meetings? Get Out the Water

Guns,” The Wall Street Journal,

January 15, 2010, http://online.wsj

.com/article/SB1000142405274

87042546045746143411773028

58.html?mod=WSJ_hpp_sections_

smallbusiness ; and Todd Barr, “5

Ways an iPad Can Transform Bad

Meetings,” Inc, February 2, 2012,

http://www.inc.com/todd-barr/5-

ways-ipad-can-transform-bad-

meeting.html .

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314 Unit Five Interpersonal Communication

• To evaluate ideas.

• To make decisions.

• To create a document.

• To motivate members.

When meetings combine two or more purposes, it’s useful to make the purposes explicit.

For example, in the meeting of a university senate or a company’s board of directors, some

items are presented for information. Discussion is possible, but the group will not be asked

to make a decision. Other items are presented for action; the group will be asked to vote. A

business meeting might specify that the first half hour will be time for brainstorming, with

the second half hour devoted to evaluation.

Intel’s agendas also specify how decisions will be made. The company recognizes four different decision-making processes:

• Authoritative (the leader makes the decision alone).

• Consultative (the leader hears group comments, but then makes the decision alone).

• Voting (the majority wins).

• Consensus (discussion continues until everyone can “buy into” the decision). 6

Specifying how input will be used makes expectations clear and focuses the conversation.

Once you’ve identified your purposes, think about how you can make them happen.

Perhaps participants will need to receive and read materials before the meeting. Per-

haps people should bring drafts to the meeting so that creating a document can go more

quickly.

For team meetings called on short notice, the first item of business is to create an

agenda. This kind of agenda can be informal, simply listing the topics or goals.

For meetings with more lead time, distribute an agenda several days before the meeting.

( Agenda is Latin for “to be done.”) If possible, give participants a chance to comment and revise the agenda in response to those comments. A good agenda indicates

• The time and place of the meeting.

• Whether each item is presented for information, for discussion, or for a decision.

• Who is sponsoring or introducing each item.

• How much time is allotted for each item.

See Figure 19.1 for an example.

Many groups put first routine items on which agreement will be easy. Schedule contro-

versial items early in the meeting, when people’s energy level is high, and to allow enough

time for full discussion. Giving a controversial item only half an hour at the end of the day

or evening makes people suspect that the leaders are trying to manipulate them.

To make meetings more fun, the

Burrell Communications Group

uses giant blue, red, and yellow

“relaxation balls” instead of chairs.

Site to See

Go to

www.businessballs.com/ meetings.htm

See advice on how to run

better meetings, as well as

links to resources.

Go to

One study of CEOs finds

that they work an average

of 55 hours a week and

spend 18 of those hours in

meetings. Robert Cowen, CEO

of Lionbridge Technologies,

Inc., says he is constantly

communicating with staff and

clients, though rarely more

than 15 minutes at a time.

“I don’t know when I’m not in

a meeting,” Cowen says.

Source: Rachel Emma Silverman, “Where’s the Boss? Trapped in a

Meeting,” The Wall Street Journal,

February 14, 2012, http://online.

wsj.com/article/SB100014240529

70204642604577215013504567

548.html .

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Module 19 Planning, Conducting, and Recording Meetings 315

If you’re planning a long meeting, for example, a training session or a conference,

recognize that networking is part of the value of the meeting. Allow short breaks at least

every two hours and generous breaks twice a day so participants can talk informally to

each other. If participants will be strangers, include some social functions so they can

get to know each other. If they will have different interests or different levels of knowl-

edge, plan concurrent sessions on different topics or for people with different levels of

expertise.

Allow for creativity and fun. Each Best Buy store chooses its own way to start monthly

staff meetings. The Best Buy in Boca Raton, Florida, opens each 7:30 am meeting with a

talent show. 7

Figure 19.1 Sample Meeting Agenda

Marketing Committee Agenda

September 9, 10 AM Conference Room 410

10:00 1. Updates on Projects (For information)

10:15 2. Budget Report (For information)

10:20 3. Report from the Web Subcommittee (For decision: choose one of the three prototypes)

10:45 4. Planning the Subsidiary web pages (For decision: brainstorm; then assign responsibility)

11:00 5. Report from the Diversity Committee (For decision: approve hiring plan)

11:25 6. Report from the Research Committee (For decision: assign research topics)

11:45 7. Evaluation

11:50 8. Adjourn

Everyone!

Tim

Lori

Lori

Hiroshi

Amanda

Distribute the agenda early.

Specify when and where the meeting will be held.

Some groups approve the agenda and the minutes of the last meeting.

People don’t vote on information items.

Realistic time estimates help keep a meeting on track.

The decision will be made during the meeting.

Many groups use the last five minutes to review what went well and what needs to be

improved.

Specify who is responsible for presenting each item.

Agendas don’t have to give this much detail. But referring to documents reminds participants to bring them to the meeting.

Some groups leave a slot for “new business.”

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316 Unit Five Interpersonal Communication

You may want to leave five minutes at the end of the meeting to evaluate it. What went

well? What could be better? What do you want to change next time?

When I’m in charge, how do I keep the meeting on track? LO 19-2

▶ Pay attention both to task and to process.

Your goal as chair is to help participants deal with the issues in a way that is both timely

and adequately thorough.

• If many people are new to the group, make the ground rules explicit. Possible team

ground rules were presented in Figure 18.1 (◀◀ p. 298). Ground rules for a larger meeting might cover whether it is acceptable to check e-mail during the meeting and

whether people must stay for the whole meeting or can drop in and out.

• Introduce the person who introduces each issue, recognize people who want to speak,

and remind the group of its progress: “We’re a bit behind schedule. Let’s try to get

through the committee reports quickly.”

• Be prepared to summarize issues to shape the discussion when the issues are complex

or when members have major disagreements: “We’re really talking about two things:

whether the change would save money and whether our customers would like it. Does

it make sense to keep those two together, or could we talk about customer reaction first,

and then deal with the financial issues?”

• If the issue is contentious, ask that speakers for and against a recommendation alternate.

If no one remains on one side, then the discussion can stop.

• Pay attention to people and process as well as to task. In small groups, invite everyone

to participate.

• If conflict seems to be getting out of hand, focus on ways the group could deal with

conflict (◀◀ Module 18) before getting back to the substantive issues. • If the group doesn’t formally vote, summarize the group’s consensus after each point

so that everyone knows what decision has been made and who is responsible for

implementing or following up on each item.

What decision-making strategies work well in meetings? LO 19-3

▶ Try the standard agenda or dot planning.

Probably the least effective decision-making strategy is to let the person who talks first,

last, loudest, or most determine the decision. Voting is quick but may leave people in the

minority unhappy with and uncommitted to the majority’s plan. Coming to consensus

takes time but results in speedier implementation of ideas. Two strategies that are often

useful in organizational groups are the standard agenda and dot planning.

The standard agenda is a seven-step process for solving problems.

1. Understand what the group has to deliver, in what form, by what due date. Identify

available resources.

2. Identify the problem. What exactly is wrong? What question(s) is the group trying to

answer?

3. Gather information, share it with all group members, and examine it critically.

4. Establish criteria. What would the ideal solution include? Which elements of that

solution would be part of a less-than-ideal but still acceptable solution? What legal,

financial, moral, or other limitations might keep a solution from being implemented?

To help keep meeting-goers on

track, consultant Samir Penkar

brings chocolates. Whenever

someone starts rambling,

he hands them one, in one

case repeating the process

six times until the offending

employees learned to stick to

the agenda. Corporate trainer

Dana Brownlee puts an Elmo

doll on the conference table

during meetings. “Anytime

anybody in the session thinks

we’re getting off track, pick up

the Elmo doll,” she advises.

That way, people can express

frustration without actually

interrupting speakers.

Source: Sue Shellenbarger, “Meet the Meeting Killers,” The Wall Street

Journal, May 15, 2012, http://

online.wsj.com/article/SB10001424

052702304192704577404434001

058726.html .

Instant Replay

Agenda

A good agenda indicates

• The time and place of the

meeting.

• Whether each item is

presented for information,

for discussion, or for a

decision.

• Who is sponsoring or

introducing each item.

• How much time is allotted

for each item.

I R

Agenda

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317

5. Generate alternate solutions. Brainstorm and record ideas for the next step.

6. Measure the alternatives against the criteria.

7. Choose the best solution. 8

Dot planning offers a way for large groups to choose priorities quickly. First, the group brainstorms ideas, recording each on pages that are put on the wall. Then each individual

gets two strips of three to five adhesive dots in different colors. One color represents high

priority, the other lower priority. People then walk up to the pages and affix dots by the

points they care most about. Some groups allow only one dot from one person on any

one item; others allow someone who is really passionate about an idea to put all of his or

her dots on it. As Figure 19.2 shows, the dots make it easy to see which items the group

believes are most important.

Site to See

Go to

http://www.gotomeeting .com

for GoToMeeting’s web

conferencing services.

Go to

Getting to know people within and beyond your own organi-

zation helps you build a network of contacts, colleagues, and

friends.

In your own organization, reach out to people. Within a

professional context, get to know people socially by going to

lunch or joining in on company-sponsored events. Commit to

meeting at least one new person a week—more if you’re in a

large organization. Seek out people within your area or depart-

ment as well as those outside it.

Join community organizations. If your company is active in

charitable or community events, volunteer. Take a course at a

local college or community center. Remember, too, trade and

service organizations related to your field. Organizations such

as the Society for Technical Communication and the American

Marketing Association hold meetings and sponsor conferences

where professionals can meet.

Remember that the purpose of networking is both social

and professional; therefore, have fun, but treat networking as a

work-related task.

Purdue University gives tips for networking in both small

and large group settings:

• Be prepared. Define what you need and what you are trying to accomplish by networking.

• Be targeted. Identify potential prospects: family members, friends, faculty, neighbors, classmates, alumni, bosses,

co-workers, and community associates.

• Be professional. Ask your prospects for advice—not for a job. Start off the encounter with a handshake, eye contact,

and a smile.

• Be patient. Stay politely persistent with your leads and build momentum.

• Be focused on quality—not quantity. In a large group setting, circulate and meet people, but don’t try to talk to

everyone. It’s better to have a few meaningful conversations

than 50 hasty introductions.

• Be referral-centered. Expand your network by obtaining additional referrals each time you meet someone new.

• Be proactive. Stay organized and track your networking meetings.

• Be dedicated to networking. Make networking part of your long-term career plan.

If you’re too busy to network, Keith Ferrazzi recommends

focusing on meeting people during things you already do,

including mundane tasks like taking the car in for maintenance

or going to the dentist.

The Internet also provides excellent opportunities to net-

work through e-mail and listservs. To find the appropriate list-

serv, visit www.lsoft.com/catalist.html . As this book goes to

press, that site links 50,742 public listservs on the web. Search

engines like Yahoo! and Google also feature business-related

groups, as does Facebook, MySpace, and LinkedIn. For more

on social networking sites, [◀◀] Module 13. Even large organizations are getting involved with network-

ing through the Internet. BusinessWeek noted that Procter & Gamble, for instance, now gets 35% of new products from out-

side the company by tapping into external scientific networks

on the web. Toymaker LEGO showed a new locomotive kit to

only 250 people, but their “word of mouse” helped 10,000 units

sell out in 10 days. It was the only marketing for the kit the

company did.

Sources: Purdue University Campus Recruiting and Job Search Manual (Adapted from Thomas J. Denham.), downloaded at http://purdue.

placementmanual.com/jobsearch/jobsearch-01.html , July 25, 2005; Keith

Ferrazzi, “No Time to Network” (Resource Center), Fast Company, downloaded at www.fastcompany.com/resources/networking/ferrazzi/071305.

html , July 27, 2005; L-Soft, www.lsoft.com/catalist.html , July 20, 2005;

and “The Cooperative Corporation,” BusinessWeek, June 20, 2005.

Building a Critical Skill

Networking LO 19-4

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318 Unit Five Interpersonal Communication

How can I be an effective meeting participant? LO 19-5

▶ Be prepared.

Take the time to prepare for meetings. Read the materials distributed before the meeting

and think about the issues to be discussed. Bring those materials to the meeting, along

with something to write on, and with, even if you’re not the secretary.

City Year, a national youth

service organization, opens

meetings with a show of

hands. Conversations stop,

all is quiet, and group

members are engaged in a

common action. Participants

end each meeting by reaching

their hands into the center to

form a circle. Larger groups

raise their hands high. This

break marks the close of

the meeting and unifies

the group.

Figure 19.2 Dot Planning Allows Groups to Set Priorities Quickly

The list below is a set of goals for a company’s human resources department to tackle in the coming year. Here, red dots mean “high priority”

and blue dots mean “low priority.” The dot planning chart will help the HR department decide what to tackle first. One can see at a glance

which items have widespread support and which are low priority.

Creating a new employee handbook

Creating a task force to address employee complaints

Selecting a new 401(k) provider

Deciding on parameters for a flextime policy

Changing the company dress code policy

Selecting a outplace- ment firm to help laid-off employees find work

Revising the company’s computer usage policy

Selecting a new health insurer

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Module 19 Planning, Conducting, and Recording Meetings 319

In a small meeting, you’ll probably get several chances to speak. Roger Mostvick and

Robert Nelson found that the most influential people in a meeting are those who say some-

thing in the first five minutes of the meeting (even just to ask a question), who talk most

often, and who talk at greatest length. 9

In a large meeting, you may get just one chance to speak. Make notes of what you want

to say so you can be succinct, fluent, and complete.

It’s frustrating to speak in a meeting and have people ignore what you say. Here are

some tips for being taken seriously. 10

• Show that you’ve done your homework. Laura Sloate, who is blind, establishes authority

by making sure her first question is highly technical: “In footnote three of the 10K, you

indicate. . . .”

• Link your comment to the comment of a powerful person. Even if logic suffers a bit,

present your comment as an addition, not a challenge. For example, say, “John is

saying that we should focus on excellence, AND I think we can become stronger by

encouraging diversity.”

• Find an ally in the organization and agree ahead of time to acknowledge each other’s

contributions to the meeting, whether you agree or disagree with the point being made.

Explicit disagreement signals that the comment is worth taking seriously: “Duane has

pointed out . . ., but I think that. . . .”

What should go in meeting minutes? LO 19-6

▶ Topics discussed, decisions reached, and who does what next.

Meeting expert Michael Begeman suggests recording three kinds of information:

• Decisions reached.

• Action items, where someone needs to implement or follow up on something.

• Open issues—issues raised but not resolved. 11

Minutes of formal meetings indicate who was present and absent and the wording of

motions and amendments as well as the vote. Committee reports are often attached for

later reference. For less-formal meetings, brief minutes are fine. The most important notes

are the decisions and assignments. Long minutes will be most helpful if assignments are

set off visually from the narrative.

Staying focused in meetings

requires discipline, but some

meetings can challenge

anyone. Regular planning

meetings at a nonprofit lasted

as long as six hours, giving one

participant the opportunity to

knit an entire sweater.

Source: Claire Suddath, “M&Ms and Dirty Doodles: How to Survive

a Boring Meeting,” Bloomberg

Businessweek, June 22, 2012,

http://www.businessweek.com/

articles/2012-06-22/m-and-ms-

and-dirty-doodles-how-to-survive-

a-boring-meeting .

Site to See

Go to

www.federalreserve .gov/newsevents/press/ monetary/2012monetary .htm

The Federal Open Market

Committee posts its minutes

on the web.

Go to

Instant Replay

Decision-Making

Strategies

The standard agenda is a seven-step process for solving

problems.

Dot planning offers a way for large groups to choose

priorities quickly.

I R

Decision Ma

We discussed whether we should switch from road to rail shipment.

Action: Sue will get figures on cost for the next meeting.

Action: Tyrone will survey current customers online to ask their opinions.

How can I use informal meetings with my boss to advance my career? LO 19-7

▶ Plan scripts to present yourself positively.

You’ll see your supervisor several times a week. Some of these meetings will be acciden-

tal: you’ll meet by the coffeepot or ride up the elevator together. Some of them will be

deliberately initiated: your boss will stop by your workstation, or you’ll go to your boss’s

office to ask for something.

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320 Unit Five Interpersonal Communication

You can take advantage of these meetings by planning for them. These informal meet-

ings are often short. An elevator ride, for example, may last about three minutes. So plan

90-second scripts that you can use to give your boss a brief report on what you’re doing,

ask for something you need, or lay the groundwork for an important issue.

Planning scripts is especially important if your boss doesn’t give you much feedback

or mentoring. In this case, your boss probably doesn’t see you as promotable. You need

to take the initiative. Make statements that show the boss you’re thinking about ways to

work smarter. Show that you’re interested in learning more so that you can be even more

valuable to the organization.

Do virtual meetings require special consideration? LO 19-8

▶ Yes. Watch interpersonal communication.

▶ For important projects, build in some face-to-face meetings as well.

When you meet electronically rather than in person, you lose the informal interactions of

going to lunch or chatting during a break. Those interactions not only create bonds, so that

people are more willing to work together, but also give people a chance to work out dozens

of small issues. Listening (◀◀ Module 17), teamwork, and the ability to resolve conflicts constructively (◀◀ Module 18) become even more crucial.

Virtual meetings require

special consideration. Ordinary

noise—such as a phone

ringing—can be an even

greater distraction, and photos

and images on a background

wall can take attention away

from the speaker. Think about

clothing, too. Polycom vice

president Gary Testa was on

a video call with a consultant

when the consultant stood up

to answer a knock at the door.

Out of his office and thinking

himself mostly out of view,

the consultant was wearing

a dress shirt and tie but no

pants.

Source: Sue Shellenbarger, “Pants Required: Attending Meetings

When Working from Home,”

The Wall Street Journal, May

16, 2012, http://blogs.wsj.com/

atwork/2012/05/16/pants-required-

attending-meetings-when-working-

from-home/ .

Meetings are more effective when they stay on track and encourage participation.

Reprinted with permission of CartoonStock.com , www.cartoonstock

.com .

Investor Bill Lee, who held

200 meetings at the St. Regis

Hotel in San Francisco in 2011,

had trouble coordinating with

meeting-goers who were late.

So, he helped create Twist, a

smartphone app that tracks

meeting-goers and texts them

if someone is running behind.

The app also creates a map

showing their location.

Source: Ashley Vance, “How to Run Late for a Meeting in Style,”

Bloomberg Businessweek, July 18,

2012, http://www.businessweek.

com/articles/2012-07-18/how-to-

run-late-for-a-meeting-in-style .

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Module 19 Planning, Conducting, and Recording Meetings 321

Be aware of the limitations of your channel. When you are limited to e-mail, you lose

both tone of voice and body language. In addition, e-mail messages are often more brusque

than comments in person (◀◀ Module 13). Audio messages provide tone of voice but not the nonverbal signals that tell you whether someone wants to make a comment or

understands what you’re saying. Even videoconferencing gives you only the picture in the

camera’s lens. With any of these technologies, you’ll need to attend specifically to inter-

personal skills.

Technical communicator Aimee Kratts recommends the following tips for making an

international teleconference run smoothly:

• Distribute the agenda and other materials well in advance. The call may take place in

the middle of the night in some countries. Participants at home may not have printers or

even computers and may not be able to receive last-minute documents.

• Encourage speakers to use standard English with as little slang as possible. If you think

participants have misunderstood each other, try to clarify.

• Ask for questions periodically.

• Ask for contributions from people who haven’t spoken.

• Listen for disagreements. “I hear Raul saying X and Bertine saying Y. Is that right?” • Encourage offline discussions on e-mail to follow up on topics.

• Call participants individually the next day to take the emotional temperature.

• Take and distribute written minutes. 12

Since 2009, companies like

Nutrisystem, Symantec, and

Herman Miller have held at

least one annual “e-meeting”

for shareholders. Symantec

eventually returned to physical

meetings because, as board

member Robert Miller put it,

“some investors preferred to

look members in the eye.”

The savings, however, can be

great. Furniture maker Herman

Miller saw the cost drop from a

high of $15,000 to just $3,000

for its annual meeting.

Source: Joann S. Lublin, “Online Annual Meetings Begin to Click,” The

Wall Street Journal, November 14,

2011, http://online.wsj.com/article/

SB10001424052970203537304577

032313764922458.html .

Summary of Learning Objectives

• A good agenda indicates (LO 19-1) • The time and place of the meeting.

• Whether each item is presented for information, for discus-

sion, or for a decision.

• Who is sponsoring or introducing each item.

• How much time is allotted for each item.

• To make meetings more effective, (LO 19-2) • State the purpose of the meeting at the beginning.

• Distribute an agenda that indicates whether each item is for

information, for discussion, or for a decision, and how long

each is expected to take.

• Allow enough time to discuss controversial issues.

• Pay attention to people and process as well as to the task at

hand.

• If you don’t take formal votes, summarize the group’s consen-

sus after each point. At the end of the meeting, summarize all

decisions and remind the group who is responsible for imple-

menting or following up on each item. (LO 19-2) • The standard agenda is a seven-step process for solving prob-

lems. In dot planning, the group brainstorms ideas. Then each individual affixes adhesive dots by the points or proposals he or

she cares most about. (LO 19-3)

• Treat networking as a work-related task, and seek people

out in your organization and beyond. You can meet people

in person or virtually through e-mail and the web, includ-

ing with social networking sites like Facebook and LinkedIn.

(LO 19-4) • Take time to prepare for meetings. To be taken seriously, show

you’ve done your homework, link your comment to the com-

ment of a powerful person, and find an ally. (LO 19-5) • Minutes should record (LO 19-6) • Decisions reached.

• Action items, where someone needs to implement or follow

up on something.

• Open issues—issues raised but not resolved.

• Plan 90-second scripts so that if you have a chance for an infor-

mal meeting with your boss, you can make the most of the time.

(LO 19-7) • While they can be productive, electronic meetings can lack

the informal interactions that create bonds and give people the

chance to work out small issues. Be aware of limitations of

channels, such as losing tone of voice and body language with

e-mail. (LO 19-8)

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322 Unit Five Interpersonal Communication

Assignments for Module 19

19.1 What should go in an agenda? (LO 19-1)

19.2 What are the seven steps in the standard meeting agenda? (LO 19-3)

19.3 When would dot planning be most effective? (LO 19-6)

19.4 What should go in minutes of a meeting? (LO 19-6)

Questions for Comprehension

19.5 What is the best meeting you ever attended? What made it so effective? (LO 19-1 to LO 19-4)

19.6 What opportunities do you have to network? (LO 19-4)

19.7 In the groups of which you’re a member (at school, at work, and in volunteer organizations), what kinds of comments

are most valued in meetings? (LO 19-5)

Questions for Critical Thinking

19.8 Writing an Agenda (LO 19-1)

Write an agenda for your next collaborative group meeting.

As Your Instructor Directs,

a. Write a memo to your instructor, explaining the choices

you made.

b. Compare your agenda with the ones developed by

others in your group. Use the agendas as drafts to help

you create the best possible agenda.

c. Present your best agenda to the rest of the class in a

group oral presentation.

Exercises and Problems

You’re the director for your organization’s finance depart-

ment. You receive the following message from several man-

agers, all members of one of its key committees:

Terry, indeed, is a valued member of the department,

which is why he was chosen to chair this important com-

mittee. His unwavering dedication and track record of

19.9 Helping a Supervisor to Hold Better Meetings (LO 19-1 to LO 19-4)

getting work done without error are what impress you most.

But his long-winded approach may be silencing members

of a committee that is seeking input from all of its mem-

bers. Therefore, you’ve decided to share with Terry tips on

ways to make meetings more streamlined.

As Your Instructor Directs,

a. Write a script for a brief meeting with Terry suggesting

ways to improve meetings.

b. Write a reply to the message thanking the committee

members for bringing the matter to your attention.

As you know, Terry is chair of our department’s restructuring committee. We all like Terry

and think he’s a nice guy, but his meetings are insufferable. If you ask Terry a simple ques-

tion, he responds with a rambling five-minute answer that only eventually addresses the

question—and then goes on and on. Time seems irrelevant to him. A meeting with three

agenda items takes two hours, and many of Terry’s points could be better addressed in a

simple e-mail.

A few members of the committee are fine with Terry’s meetings, but the rest of us have

other work to do. We don’t dare ask him questions or open items to discussion anymore

because we know we’ll be there for the rest of the day. While we don’t want Terry to get in

trouble, something needs to be done about his meetings.

Don D’Amato

Hunter Blalock

Sherry Kane

Jasmine Mirzapour

Laura Yu

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Module 19 Planning, Conducting, and Recording Meetings 323

Create a manual for students’ next term telling them how

to have effective meetings as they work on collaborative

projects.

*Adapted from Miles McCall, Beth Stewart, and Timothy Clipson, “ Teaching

Communication Skills for Meeting Management,” 1998 Refereed Proceedings, Association for Business Communication Southwestern United States, ed. Marsha L.

Bayless (Nacogdoches, TX), 68.

19.10 Writing a Meeting Manual * (LO 19-1 to LO 19-4)

As Your Instructor Directs, Have two or more people take minutes of each class or col-

laborative group meeting for a week. Compare the accounts

of the same meeting.

• To what extent do they agree on what happened?

• Does one contain information missing in other accounts?

• Do any accounts disagree on a specific fact?

• How do you account for the differences you find?

19.11 Taking Minutes (LO 19-6)

Create a script for a 90-second statement to your boss

1. Describing the progress on a project you’re working on.

2. Providing an update on a problem the boss already

knows about.

3. Telling about a success or achievement.

4. Telling about a problem and asking approval for the

action you recommend.

5. Asking for resources you need for a project.

6. Asking for training you’d like to get.

7. Laying the groundwork for a major request you need to

make.

As Your Instructor Directs,

a. Discuss your scripts with a small group of other

students.

b. Present your script to the class.

c. Write a memo to your instructor giving your script(s)

and explaining the choices you have made in terms of

content, arrangement, and word choice.

19.12 Planning Scripts for Three-Minute Meetings (LO 19-7)

Hyphens and dashes are forms of punctuation used within sentences.

Use a hyphen to

1. Join two or more words used as a single adjective.

Correct: Order five 10- or 12-foot lengths.

Here, hyphens prevent misreading. Five lengths are needed, not

lengths of 5, 10, or 12 feet.

2. Indicate that a word has been divided between two

lines.

Correct: Our biggest competitor announced plans to intro- duce new models of computers into the Euro-

pean market.

Divide words only at syllable breaks. If you aren’t sure where the

syllables break, look up the word in a dictionary. When a word has

several syllables, divide it after a vowel or between two consonants.

3. Indicate a compound word, such as a noun or an adjective that

requires two or more words to make sense.

Correct: We took a ride on the Merry-Go-Round. Correct: She bought a two-line phone for her home office.

Experts may disagree as to which compound words require

hyphens. In general, compound adjectives appearing before the

noun they modify take hyphens while those appearing after do not.

Correct: The Asian-American market represents an untapped resource worth billions of dollars.

Correct: In December, we will unveil a line of vacation packages aimed at Asian Americans.

While many word-processing programs automatically hyphen-

ate for you, knowing where and when to divide words is important

for words the program may not recognize or for special cases. For

instance, don’t divide words of one syllable (e.g., used ), and don’t divide a two-syllable word if one of the syllables is only one letter

long (e.g., acre ). Use a dash to

1. Emphasize a break in thought.

Correct: Despite our best efforts—which included sending a design team to Paris and increasing our promotional

budget—sales are lagging.

Create a dash by typing the hyphen key twice. With some word

processors, this “double hyphen” will automatically be replaced

with a longer, single dash, which is acceptable.

Exercises

Supply necessary dashes or hyphens in the following sentences.

If no punctuation is needed—if a space is correct—leave the box

blank.

Hyphens and Dashes

Polishing Your Prose

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324 Unit Five Interpersonal Communication

1. Mark told us he expects the shipment □ which was delayed because of the hurricane □ to arrive on Wednesday.

2. I was overwhelmed by the good news from Holly Dufresne □ we landed the $11 million contract!

3. The year □ long project required Curtis, Shanna, and Alexander to travel throughout Asia and South □ America.

4. Though we expected Mary □ Ellen to accept the job offer, we were surprised when she turned us down □ actually, shocked is more like it.

5. While the electrical supply order was correct, we also needed

two □ foot and three □ foot lengths of cord. 6. Maybe a half hour before the meeting □ close to 2:30, I think

□ Kiana told us we had to find another meeting space because □ and she worded this very carefully □ the hotel was experi- encing difficulties.

7. Though we are doing a good job of marketing to our European

□ American customers, our Asian □ and African □ American customers could be served better.

8. Taylor Dunham wants us to submit a budget □ request by Friday and to expect significant increases in printing □ and shipping □ costs next year, as much as 10 □ % and 15 □ %, respectively.

9. There were seven □ or eight □ consultants at the IT meeting □ certainly a lot more than anyone expected when we sched- uled the meeting last April.

10. Chuy advised us that our lease □ remember it expires on October 1 □ can be renewed but only with a two □ or four □ year contract.

Check your answers to the odd-numbered exercises at the back of the book.

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325

Module

LEARNING OBJECTIVES

Making Oral Presentations

M aking a good oral presentation is more than just good delivery: It also involves developing a

strategy that fits your audience and purpose, having good content, and organizing material

effectively. The choices you make in each of these areas are affected by your purposes, the audience,

and the situation.

Giving a presentation is in many ways very similar to writing a message. The other modules in this

book—on analyzing your audience, using you-attitude and positive emphasis, developing reader

benefits, designing slides, overcoming objections, doing research, and analyzing data—remain relevant

as you plan an oral presentation.

LO 20-1 Apply strategies for good presentation plans.

LO 20-2 Apply strategies for strong openers and closes.

LO 20-3 Apply strategies for best vocal delivery.

LO 20-4 Apply strategies for good presentation organization.

LO 20-5 Apply strategies for effective presentation delivery.

LO 20-6 Explain techniques for audience question responses.

LO 20-7 List guidelines for group presentations.

While public speaking can be intimidating, Module 20 provides skills to deliver oral presentations

comfortably and effectively. After completing the module, you should be able to

20

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326 Unit Five Interpersonal Communication

Oral presentations have the same three basic purposes that written documents have: to

inform, to persuade, and to build goodwill. Like written messages, most oral presentations

have more than one purpose.

Informative presentations inform or teach the audience. Training sessions in an orga- nization are primarily informative. Secondary purposes may be to persuade new employ-

ees to follow organizational procedures, rather than doing something their own way, and to

help them appreciate the organizational culture (◀◀ p. 28). Persuasive presentations motivate the audience to act or to believe. Giving information

and evidence is an important means of persuasion. Stories, visuals, and self-disclosure are

also effective. In addition, the speaker must build goodwill by appearing to be credible and

sympathetic to the audience’s needs. The goal in many presentations is a favorable vote

or decision. For example, speakers making business presentations may try to persuade the

audience to approve their proposals, to adopt their ideas, or to buy their products. Sometimes

the goal is to change behavior or attitudes or to reinforce existing attitudes. For example, a

speaker at a meeting of factory workers may stress the importance of following safety pro-

cedures. A speaker at a church meeting may talk about the problem of homelessness in the

community and try to build support for community shelters for the homeless.

Goodwill presentations entertain and validate the audience. In an after-dinner speech, the audience wants to be entertained. Presentations at sales meetings may be designed to

stroke the audience’s egos and to validate their commitment to organizational goals.

Make your purpose as specific as possible.

Weak: The purpose of my presentation is to discuss saving for retirement. Better: The purpose of my presentation is to persuade my audience to put their 401(k) funds in

stocks and bonds, not in money market accounts and CDs.

or: The purpose of my presentation is to explain how to calculate how much money someone needs to save in order to maintain a specific lifestyle after retirement.

Note that the purpose is not the introduction of your talk; it is the principle that guides your decisions as you plan your presentation.

What decisions do I need to make as I plan a presentation? LO 20-1

▶ Choose your main point, the kind of presentation, and ways to involve the audience.

An oral presentation needs to be simpler than a written message to the same audience.

Identify the one idea you want the audience to take home. Simplify your supporting detail

so it’s easy to follow. Simplify visuals so they can be taken in at a glance. Simplify your

words and sentences so they’re easy to understand.

James Kilts did this when he became CEO of Nabisco. Denise Morrison, a manager

under Kilts, recalls that he described his vision in terms of three Ds: “He said he was

delighted to be at Nabisco, disappointed about some things and determined to fix them.”

For Morrison, Kilts’s message, conveyed in a calm, authoritative tone, was both memo-

rable and motivational. 1

Presentation coach Jerry Weissman helped client David Angel simplify his description

of his company: 2

Too complicated: Information Storage Devices provides voice solutions using the company’s unique, patented multilevel storage technique.

Simple: We make voice chips. They’re extremely easy to use. They have unlimited appli- cations. And they last forever.

Analyze your audience for an oral presentation just as you do for a written message. If

you’ll be speaking to co-workers, talk to them about your topic or proposal to find out what

questions or objections they have. For audiences inside the organization, the biggest ques-

tions are often practical ones: Will it work? How much will it cost? How long will it take? 3

Site to See

Go to

www.brighthub.com/ computing/windows- platform/articles/41661 .aspx

for examples of PowerPoint

presentations and other

resources.

Go to

Author Kathy Caprino finds

many experts in their fields

disappointing as public

speakers, noting that knowing

a topic and being able to

communicate well about it are

two different things. She has

five cardinal rules for avoiding

mistakes:

1. Meet the audience where

they are.

2. Make a heartfelt human

connection.

3. Show respect for the

listener.

4. Inspire follow-up thinking/

action.

5. Leave a lasting message of

significance.

Source: Kathy Caprino, “Why so Many ‘Experts’ Are Terrible

Speakers: Top 5 Public Speaking

Mistakes,” Forbes, November 16,

2011, http://www.forbes.com/

sites/kathycaprino/2011/11/16/

why-so-many-experts-are-terrible-

speakers-top-5-public-speaking-

mistakes/2/ .

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Module 20 Making Oral Presentations 327

Think about the physical conditions in which you’ll be speaking. Will the audience

be tired at the end of a long day of listening? Sleepy after a big meal? Will the group be

large or small? The more you know about your audience, the better you can adapt your

message to the audience.

Choosing the Kind of Presentation

Choose one of three basic kinds of presentations: monologue, guided discussion, or sales.

In a monologue presentation, the speaker speaks without interruption; questions are held until the end of the presentation, where the speaker functions as an expert. The

speaker plans the presentation in advance and delivers it without deviation. This kind of

presentation is the most common in class situations, but it’s often boring for the audience.

Good delivery skills are crucial, since the audience is comparatively uninvolved.

Linda Driskill suggests that guided discussions offer a better way to present material and help an audience find a solution it can “buy into.” In a guided discussion, the speaker

presents the questions or issues that both speaker and audience have agreed on in advance.

Rather than functioning as an expert with all the answers, the speaker serves as a facilitator

to help the audience tap its own knowledge. This kind of presentation is excellent for pre-

senting the results of consulting projects, when the speaker has specialized knowledge, but

the audience must implement the solution if it is to succeed. Guided discussions need more

time than monologue presentations, but produce more audience response, more responses

involving analysis, and more commitment to the result. 4

A sales presentation is a conversation, even if the salesperson stands up in front of a group and uses charts and overheads. The sales representative uses questions to determine

the buyer’s needs, probe objections, and gain temporary and then final commitment to

the purchase. Even in a memorized sales presentation, the buyer will talk at least 30% of

the time. In a problem-solving sales presentation, the buyer may talk 70% of the time.

Adapting Your Ideas to the Audience

Measure the message you’d like to send against where your audience is now. If your audi-

ence is indifferent, skeptical, or hostile, focus on the part of your message the audience

will find most interesting and easiest to accept.

Don’t seek a major opinion change in a single oral presentation. If the audience has

already decided to hire an advertising agency, then a good presentation can convince them

that your agency is the one to hire. But if you’re talking to a small business that has always

done its own ads, limit your purpose. You may be able to prove that an agency can earn its

fees by doing things the owner can’t do and by freeing the owner’s time for other activities.

A second presentation may be needed to prove that an ad agency can do a better job than

Be careful of off-the-cuff

remarks when giving a

presentation, especially if

they involve such faux pas as

ethnic slurs. E. Gordon Gee,

president of The Ohio State

University and no stranger to

controversy from his speeches,

irked people when he likened

trying to coordinate 18 Ohio

State divisions to the Polish

Army. The comment may have

been meant as a humorous

aside, but it shocked enough

people for Gee to issue an

apology. Said the Polish

American Congress: “We are

dismayed by the bigotry and

ignorance expressed by the

President of such a large and

prominent American university.”

Sources: Andrew Welsh-Huggins, “Gee Has Another Verbal

Slip-Up,” January 11, 2012, The

Columbus Dispatch, http://www.

dispatch.com/content/stories/

local/2012/01/11/another-verbal-

slip-up-from-gee.html ; and Doug

Whiteman, “Gordon Gee, Ohio

President Regrets His Polish Joke,”

January 13, 2012, ttp://www.

huffingtonpost.com/2012/01/13/

gordon-gee-ohio-state-

pre_n_1205106.html .

Starbucks Coffee Company

CEO Howard Schultz dons

an apron to add flair to the

unveiling of the java giant’s new

credit card. He’s shown here

with Jamie Dimon, CEO of

J. P. Morgan Chase & Co.

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328 Unit Five Interpersonal Communication

the small business could do on its own. Only after the audience is receptive should you try

to persuade the audience to hire your agency rather than a competitor.

Make your ideas relevant to your audience by linking what you have to say to the audi-

ence’s experiences and interests. Showing your audience members that the topic affects

them directly is the most effective strategy. When you can’t do that, at least link the topic

to some everyday experience.

Planning Visuals and Other Devices to Involve the Audience

Visuals can give your presentation a professional image. One study found that in an

informative presentation, multimedia (PowerPoint slides with graphics and animation)

produced 5% more learning than overheads made from the slides and 16% more learn-

ing than text alone. In a sales presentation by two banks, multimedia (PowerPoint slides

with graphics, animation, and video) motivated 58% more students to choose that bank

compared to overheads and 60% more compared to text alone. Although the two banks

offered identical fees and services, students said that the bank represented by the multi-

media presentation “was more credible, was more professional, and offered better ser-

vices and fees.” 5

Use at least 18-point type for visuals you prepare with a word processor. When you pre-

pare slides with PowerPoint, Corel, or another presentation program, use at least 24-point

type for the smallest words.

Well-designed visuals can serve as an outline for your talk (see Figure  20.1 ), elimi-

nating the need for additional notes. Don’t try to put your whole talk on visuals. Visuals

should highlight your main points, not give every detail.

Use these guidelines to create and show visuals for presentations:

• Make only one point with each visual. Break a complicated point down into several

visuals.

• Give each visual a title that makes a point.

• Limit the amount of information on a visual. Use 35 words or less in seven lines or less;

use simple graphs, not complex ones.

• Don’t put your visual up till you’re ready to talk about it. Leave it up until your next

point; don’t turn the projector or overhead off.

• Use animation schemes such as fades, zooms, and wipes to control the information

displayed in a way that supports the main points. For example, in a sales presentation

for Portola Packaging, a bar graph showing sales growth was redesigned to highlight the

company’s strong performance. Static-looking bars were replaced with upward-sloping

arrows drawn from the initial sales level to the new, higher level. The presenter clicked

the mouse once to display the graph title and labels; with the second mouse click, the

arrows wiped upward, emphasizing the growth pattern. 6

See Module 25 for information on how to present numerical data through visuals.

Visuals work only if the technology they depend on works. When you give presenta-

tions in your own office, check the equipment in advance. When you make a presenta-

tion in another location or for another organization, arrive early so that you’ll have time

not only to check the equipment but also to track down a service worker if the equip-

ment isn’t working. Be prepared with a backup plan to use if you’re unable to show

your slides or videotape.

Instant Replay

Three Purposes

• Informative presentations inform or teach the

audience.

• Persuasive presentations motivate the audience to act

or to believe.

• Goodwill presentations entertain and validate the

audience.

Most oral presentations have

more than one purpose.

I R

Three Purpo

Even the experts can run

into problems while giving a

presentation. When Microsoft

executive Kirill Tatarinov

was unveiling a prototype

of Windows 8 to a room of

peers, his tablet computer

froze. Like any good presenter,

Tatarinov quickly recovered

because he had a backup

tablet in the event something

like this happened. Anticipating

problems—and having a

plan—is always a good idea

when preparing for an oral

presentation.

Source: Mike Lingle, “Windows 8 Demo Teaches Us a Thing

or Two About Presentations,”

March 20, 2012, http://www.

presentationagency.com/

sales_presentations/windows-8-

demo-teaches-us-a-thing-or-two-

about-presentations/#more-600 .

When was the last time you were hungry? Maybe you remember being hungry while

you were on a diet, or maybe you had to work late at a lab and didn’t get back to the

dorm in time for dinner.

Speech about world hunger to an audience of college students

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Module 20 Making Oral Presentations 329

You can also involve the audience in other ways.

• A student giving a presentation on English–French business communication demonstrated

the differences in U.S. and French handshakes by asking a fellow class member to come

up to shake hands with her.

• Another student discussing the need for low-salt products brought in a container of

Morton salt, a measuring cup, a measuring spoon, and two plates. As he discussed

the body’s need for salt, he measured out three teaspoons onto one plate: the amount

the body needs in a month. As he discussed the amount of salt the average U.S. diet

provides, he continued to measure out salt onto the other plate, stopping only when he

had 1¼ pounds of salt—the amount in the average U.S. diet. The demonstration made

the discrepancy clear in a way words or even a chart could not have done. 7

• To make sure that his employees understood where money went, the CEO of a specialty

printing shop in Algoma, Wisconsin, printed up $2 million in play money and handed

out big cards to employees marked Labor, Depreciation, Interest, and so forth. Then he asked each “category” to come up and take its share of the revenues. The action was

more dramatic than a color pie chart could ever have been. 8

• Another speaker who was trying to raise funds used the simple act of asking people to

stand to involve them, to create emotional appeal, and to make a statistic vivid:

[A speaker] was talking to a luncheon club about contributing to the relief of an area that

had been hit by a tornado. The news report said that 70% of the people had been killed or

disabled. The room was set up with people at each round table. He asked three persons at

each table to stand. Then he said, “. . . You people sitting are dead or disabled. You three

standing have to take care of the mess. You’d need help, wouldn’t you?” 9

Instant Replay

Simplify

An oral presentation needs

to be simpler than a written

message to the same

audience.

I R

Simplify

Figure 20.1 PowerPoint Slides for an Informative Presentation

Site to See

Go to

www.wilderpresentations. com/free-tools/ before-after-slide-examples

Presentation expert Claudyne

Wilder’s before and after slides

show how to express ideas

visually in PowerPoint.

Go to

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330 Unit Five Interpersonal Communication

How can I create a strong opener and close? LO 20-2

▶ Brainstorm several possibilities.

▶ The following four modes can help.

The beginning and end of a presentation, like the beginning and end of a written document, are

positions of emphasis. Use those key positions to interest the audience and emphasize your key

point. You’ll sound more natural and more effective if you talk from notes but write out your

opener and close in advance and memorize them. (They’ll be short: just a sentence or two.)

Brainstorm several possible openers for each of the four modes: startling statement,

narration or anecdote, question, or quotation. The more you can do to personalize your

opener for your audience, the better. Recent events are better than things that happened

long ago; local events are better than events at a distance; people they know are better than

people who are only names.

Startling Statement

Twelve of our customers have canceled orders in the past month.

This presentation to a company’s executive committee went on to show that the company’s

distribution system was inadequate and to recommend a third warehouse located in

the southwest.

Narration or Anecdote

When the salespeople for a company that sells storage of backed-up computer data give

presentations to clients, they open by telling a story:

Even the great Apple CEO Steve Jobs encountered

technology woes during presentations. Halfway into his

presentation during the June 2010 launch of the iPhone

4, Jobs lost his Internet connection and the demo

came to a screeching halt. Eventually, Jobs realized

the cause: Hundreds of attendees were also using the

hall’s Wi-Fi connection.

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Module 20 Making Oral Presentations 331

This humorous anecdote breaks the ice in introducing an uncomfortable subject:

the possibility of a company losing valuable data. But it also points out that a vari-

ety of disasters are possible, many firms are unprepared, and the consequences are

great.

Even better than canned stories are anecdotes that happened to you. The best anecdotes

are parables that contain the point of your talk.

Question

Are you going to have enough money to do the things you want to when you retire?

This presentation to a group of potential clients discusses the value of using the services

of a professional financial planner to achieve one’s goals for retirement.

Quotation

According to Towers Perrin, the profits of Fortune 100 companies would be 25%

lower—they’d go down $17 billion—if their earnings statements listed the future costs

companies are obligated to pay for retirees’ health care.

This presentation on options for health care for retired employees urges executives to

start now to investigate options to cut the future cost.

Your opener should interest the audience and establish a rapport. Some speakers use

humor to achieve those goals. However, an inappropriate joke can turn the audience against

the speaker. Never use humor that’s directed against the audience. In contrast, speakers

who can make fun of themselves almost always succeed:

It’s both a privilege and a pressure to be here. 11

Humor isn’t the only way to set an audience at ease. Smile at audience members before

you begin; let them see that you’re a real person and a nice one.

The end of your presentation should be as strong as the opener. For your close, you

could do one or more of the following:

• Restate your main point.

• Refer to your opener to create a frame for your presentation.

• End with a vivid, positive picture.

• Tell the audience exactly what to do to solve the problem you’ve discussed.

The following close from a fund-raising speech combines a restatement of the main

point with a call for action, telling the audience what to do.

A consultant asked a group of people how many of them had [a backup plan]. One brave

soul from a bank raised his hand and said, “I’ve got a disaster recovery plan—complete

and ready to go into action. It’s real simple, just one page.” And the consultant asked,

“A one-page disaster plan? What could you do if your computer center blew up, or

flooded, or caught on fire? How could you recover with just a one-page disaster plan?”

He said, “Well, it’s really very simple. It’s a two-step plan. First, I maintain my résumé

up-to-date at all times. And second, I store a backup copy off-site.” 10

A spoken poetry exercise

got everyone’s attention, but

perhaps not in the way that

was intended. Visiting poets

to the Horace Mann School

told students to write words

anonymously on index cards

that would be read aloud at

random. To the surprise of

the 700 faculty and students

in attendance, included were

slurs against homosexuals

and African Americans. The

words had appeared in an

earlier work by the poets but

were meant to critique bigoted

beliefs—out of context, they

had a very different effect on

many people in attendance.

While school officials

apologized for the event, one

student, Esther Ademola,

remarked: “Words and ideas

were thrown around that I’ve

heard expressed in hallways,

classrooms, and the cafeteria.

I personally have been subject

to remarks much worse than

those shared on stage.”

Source: Fernanda Santos, “Students Repeat a Poem’s

Slurs, Surprising the Poets and

an Elite Bronx School ,” The

New York Times, November

4, 2011, http://www.nytimes.

com/2011/11/05/nyregion/

horace-mann-students-repeat-

poets-slurs-to-schools-dismay.

html?_r=2&partner=rss&emc=rss .

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332 Unit Five Interpersonal Communication

Plain and simple, we need money to run the foundation, just like you need money to

develop new products. We need money to make this work. We need money from you.

Pick up that pledge card. Fill it out. Turn it in at the door as you leave. Make it a state-

ment about your commitment . . . make it a big statement. 12

Speaking to nonscientists about his challenging work in science, Mike Powell ended

with this anecdote:

The final speaker at a medical conference [I] attended . . . walked to the lectern and

said, “I am a 32-year-old wife and mother of two. I have AIDS. Please work fast.” 13

The story drives home the human value of what scientists do.

When you write out your opener and close, be sure to use oral rather than written

style. As you can see in the example, oral style uses shorter sentences and shorter,

simpler words than writing does. Oral style can even sound a bit choppy when it is

read by eye. Oral style uses more personal pronouns, a less varied vocabulary, and

more repetition.

How should I organize a presentation? LO 20-4

▶ Start with the main point. Often, one of five standard patterns will work.

Most presentations use a direct pattern of organization, even when the goal is to persuade

a reluctant audience. In a business setting, the audience members are in a hurry and know

that you want to persuade them. Be honest about your goals, and then prove that your goal

meets the audience’s needs too.

Openers and closes in speeches should get the attention of your audience, but they should also

be appropriate to the situation.

Reprinted with permission of CartoonStock.com , Pwww.cartoonstock.com .

Used appropriately, humor can

work wonders in a speech.

In his recent commencement

address at Princeton University,

Steve Carell spoke of the

differences in interpersonal

communication styles between

his generation and the next.

“When I was in college, I

wouldn’t ‘text’ a girl to ask her

out on a date. I would ask her,

in person. One human being

to another. And when she said

‘No,’ which she always did,

I would suffer the humiliation

and self-loathing that a young

man needs for his, or her,

personal growth.”

Source: Alexander Abad-Santos, “The Best Commencement

Speeches of 2012,” The

Atlantic, June 8, 2012, http://

www.theatlanticwire.com/

national/2012/06/commencement-

speeches-we-wish-we-had-

graduation/53341/ .

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333

In a persuasive presentation, start with your strongest point, your best reason. If time

permits, give other reasons as well and respond to possible objections. Put your weakest

point in the middle so you can end on a strong note.

Often, one of five standard patterns of organization will work.

• Chronological. Start with the past, move to the present, and end by looking ahead. • Problem-Causes-Solution. Explain the symptoms of the problem, identify its causes,

and suggest a solution. This pattern works best when the audience will find your

solution easy to accept.

• Excluding alternatives. Explain the symptoms of the problem. Explain the obvious solutions first and show why they won’t solve the problem. End by discussing a solution

that will work. This pattern may be necessary when the audience will find the solution

hard to accept.

• Pro-Con. Give all the reasons in favor of something, and then those against it. This pattern works well when you want the audience to see the weaknesses in its

position.

• 1-2-3. Discuss three aspects of a topic. This pattern works well to organize short informative briefings. “Today I’ll review our sales, production, and profits for the last

quarter.”

Early in your talk—perhaps immediately after your opener—provide an overview of the main points you will make.

A good voice supports and enhances good content. Your best

voice will manipulate pitch, intonation, tempo, and volume.

Sound energetic and enthusiastic.

Pitch

Pitch measures whether a voice uses sounds that are low (like the bass notes on a piano) or high. Low-pitched voices are usu-

ally perceived as being more authoritative, sexier, and more

pleasant to listen to than are high-pitched voices. Most voices

go up in pitch when the speaker is angry or excited; some people

raise pitch when they increase volume. Women whose normal

speaking voices are high may need to practice projecting their

voices to avoid becoming shrill when they speak to large groups.

To find your best pitch, try humming. The pitch where the

hum sounds loudest and most resonant is your best voice.

Intonation

Intonation marks variation in pitch, stress, or tone. Speak- ers who use many changes in pitch, stress, and tone usually

seem more enthusiastic; often they also seem more energetic

and more intelligent. Someone who speaks in a monotone may

seem apathetic or unintelligent. Non-native speakers whose first

language does not use tone, pitch, and stress to convey meaning

and attitude may need to practice varying these voice qualities.

Avoid raising your voice at the end of a sentence, however.

In English, a rising intonation signals a question. Therefore,

speakers who end sentences on higher tones sound as though

they’re unsure of what they’re saying.

Tempo

Tempo is a measure of speed. In a conversation, match your tempo to the other speaker’s to build rapport. In a formal presen-

tation, you’ll need to speak more slowly and have longer pauses

than in an informal conversation. Vary your tempo. Speakers

who speak quickly and who vary their volume during the talk

are more likely to be perceived as competent.

Volume

Volume is a measure of loudness or softness. Very soft voices, especially if they are also breathy and high-pitched, give the

impression of youth and inexperience. People who do a lot of

speaking to large groups need to practice projecting their voices

so they can increase their volume without shouting.

Sources: George B. Ray, “Vocally Cued Personality Prototypes: An Implicit Personality Theory Approach,” Communication Monographs 53, no. 3 (1986): 266–76; and Jacklyn Boice, “Verbal Impressions,” Selling Power, March 2000, 69.

Building a Critical Skill

Finding Your Best Voice LO 20-3

Film critic Roger Ebert lost

his voice to cancer. He later

regained it—literally. Engineers

at CereProc used recordings

from DVD commentary tracks

to reconstruct Ebert’s voice

electronically, letting him speak

using a computer. Some may

disagree with the solution, but

to Ebert, it was another option

for communicating.

Source: Roger Ebert, “Hello, This Is Me Speaking,” The Chicago Sun-

Times, February 26, 2010, http://

rogerebert.suntimes.com/apps/

pbcs.dll/article?AID=/20100226/

PEOPLE/100229986 .

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334 Unit Five Interpersonal Communication

First, I’d like to talk about who the homeless in Columbus are. Second, I’ll talk about

the services The Open Shelter provides. Finally, I’ll talk about what you—either indi-

vidually or as a group—can do to help.

An overview provides a mental peg that hearers can hang each point on. It also can

prevent someone missing what you are saying because he or she wonders why you aren’t

covering a major point that you’ve saved for later. 14

Offer a clear signpost as you come to each new point. A signpost is an explicit statement of the point you have reached. Choose wording that fits your style. The following state-

ments are four different ways that a speaker could use to introduce the last of three points:

Now we come to the third point: what you can do as a group or as individuals to help

homeless people in Columbus.

So much for what we’re doing. Now let’s talk about what you can do to help.

You may be wondering, what can I do to help?

As you can see, The Open Shelter is trying to do many things. We could do more things

with your help.

What are the keys to delivering an effective presentation? LO 20-5

▶ Turn your fear into energy, look at the audience, and use natural gestures.

Audience members want the sense that you’re talking directly to them and that you care

that they understand and are interested. They’ll forgive you if you get tangled up in a sen-

tence and end it ungrammatically. They won’t forgive you if you seem to have a “canned”

talk that you’re going to deliver no matter who the listeners are or how they respond. You

can convey a sense of caring to your audience by making direct eye contact and by using

a conversational style.

Transforming Fear

Feeling nervous is normal. But you can harness that nervous energy to help you do your

best work. As one student said, you don’t need to get rid of your butterflies. All you need

to do is make them fly in formation.

To calm your nerves as you prepare to give an oral presentation,

• Be prepared. Analyze your audience, organize your thoughts, prepare visual aids,

practice your opener and close, check out the arrangements.

• Use only the amount of caffeine you normally use. More or less may make you jumpy.

Site to See

Go to

www.youtube.com

and type “meeting” and

“presentations” to view video

examples.

Go to

Instant Replay

Humor

An inappropriate joke can

turn the audience against the

speaker. Never use humor that’s

directed against the audience.

In contrast, speakers who can

make fun of themselves almost

always succeed.

I R

Humor

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Module 20 Making Oral Presentations 335

• Avoid alcoholic beverages.

• Use positive emphasis (◀◀ Module 7). Instead of saying, “I’m scared,” try saying, “My adrenaline is up.” Adrenaline sharpens our reflexes and helps us do our best.

Just before your presentation,

• Consciously contract and then relax your muscles, starting with your feet and calves

and going up to your shoulders, arms, and hands.

• Take several deep breaths from your diaphragm.

During your presentation,

• Pause and look at the audience before you begin speaking.

• Concentrate on communicating well.

• Use body energy in strong gestures and movement.

Using Eye Contact

Look directly at the people you’re talking to. In one study, speakers who looked more at

the audience during a seven-minute informative speech were judged to be better informed,

more experienced, more honest, and friendlier than speakers who delivered the same infor-

mation with less eye contact. 15

An earlier study found that speakers judged sincere looked

at the audience 63% of the time, while those judged insincere looked at the audience only

21% of the time. 16

The point in making eye contact is to establish one-on-one contact with the individ-

ual members of your audience. People want to feel that you’re talking to them. Looking

directly at individuals also enables you to be more conscious of feedback from the audi-

ence so you can modify your approach if necessary.

Standing and Gesturing

Stand with your feet far enough apart for good balance, with your knees flexed. Unless

the presentation is very formal or you’re on camera, you can walk if you want to. Some

speakers like to come in front of the lectern to remove that barrier between themselves and

the audience.

If you use slides or transparencies, stand beside the screen so you don’t block it.

Build on your natural style for gestures. Gestures usually work best when they’re big

and confident.

Using Notes and Visuals

Unless you’re giving a very short presentation, you’ll probably want to use notes. Even

experts use notes. The more you know about the subject, the greater the temptation to add

relevant points that occur to you as you talk. Adding an occasional point can help to clarify

something for the audience, but adding too many points will destroy your outline and put

you over the time limit.

Put your notes on cards or on sturdy pieces of paper. Most speakers like to use 4-by-

6-inch or 5-by-7-inch cards because they hold more information. Your notes need to be

complete enough to help you if you go blank, so use long phrases or complete sentences.

Under each main point, jot down the evidence or illustration you’ll use. Indicate where

you’ll refer to visuals.

Look at your notes infrequently. Most of your gaze time should be directed to members

of the audience. Hold your notes high enough so that your head doesn’t bob up and down

like a yo-yo as you look from the audience to your notes and back again.

Fear of public speaking tops

the list in the United States,

with death at number two! But

strategies exist to turn that

fear into strength. Preston Ni

reminds speakers to avoid

equating public speaking with

self-worth, and among the

tips offered by Bakari Akil is

to visualize success at doing

it. Psychologist Sian Beilock

recommends alleviating stress

by practicing to perform well,

putting worries down in writing

so they are less likely to come

up during the presentation, and

distracting negative thoughts

with positive ones.

Sources: Preston Ni, “Overcome the Top Fear in America: Reduce

Public Speaking Nervousness,”

AsianWeek, November 3,

2008, http://www.asianweek.

com/2008/11/03/overcome-

the-top-fear-in-america-reduce-

public-speaking-nervousness/ ;

Bakari Akil, “Public Speaking:

When Running Is Not an Option,”

Psychology Today, September 25,

2009, http://www.psychologytoday.

com/blog/communication-

central/200909/public-speaking-

when-running-is-not-option ; and

Michelle Gerdes, “Fighting the Fear

of Public Speaking,” The Wall Street

Journal, August 8, 2011, http://

blogs.wsj.com/juggle/2011/08/08/

fighting-the-fear-of-public-speaking/ .

Former vice-presidential

candidate Sarah Palin piqued

viewers’ curiosity—and faced

some mockery—when she

appeared to be reading crib

notes from her palm during an

interview. Known for her folksy

delivery, the former Alaska

governor, who hours earlier

had criticized President Barack

Obama for using teleprompters,

(continued)

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336 Unit Five Interpersonal Communication

If you have lots of visuals and know your topic well, you won’t need notes. Put the

screen to the side so you won’t block it. Face the audience, not the screen. With trans-

parencies, you can use color marking pens to call attention to your points as you talk.

Show the entire visual at once: Don’t cover up part of it. If you don’t want the audience

to read ahead, prepare several visuals that build up. In your overview, for example, the

first visual could list your first point, the second the first and second, and the third all

three points.

Keep the room lights on if possible; turning them off makes it easier for people to fall

asleep and harder for them to concentrate on you.

How should I handle questions from the audience? LO 20-6

▶ Anticipate questions that might be asked. Be honest.

▶ Rephrase biased or hostile questions.

Prepare for questions by listing every fact or opinion you can think of that challenges

your position. Treat each objection seriously and try to think of a way to deal with it. If

you’re talking about a controversial issue, you may want to save one point for the question

period, rather than making it during the presentation. Speakers who have visuals to answer

questions seem especially well prepared.

During your presentation, tell the audience how you’ll handle questions. If you have a

choice, save questions for the end. In your talk, answer the questions or objections that you

expect your audience to have. Don’t exaggerate your claims so that you won’t have to back

down in response to questions later.

During the question period, don’t nod your head to indicate that you understand a ques-

tion as it is asked. Audiences will interpret nods as signs that you agree with the questioner.

Instead, look directly at the questioner. As you answer the question, expand your focus to

take in the entire group. Don’t say, “That’s a good question.” That response implies that the

other questions have been poor ones.

If the audience may not have heard the question or if you want more time to think,

repeat the question before you answer it. Link your answers to the points you made in your

presentation. Keep the purpose of your presentation in mind, and select information that

advances your goals.

If a question is hostile or biased, rephrase it before you answer it. “You’re asking

whether. . . .” Or suggest an alternative question: “I think there are problems with both the

positions you describe. It seems to me that a third solution which is better than either of

them is. . . .”

Occasionally someone will ask a question that is really designed to state the speaker’s

own position. Respond to the question if you want to. Another option is to say, “I’m not

sure what you’re asking” or even “That’s a clear statement of your position. Let’s move

to the next question now.” If someone asks about something that you already explained in

your presentation, simply answer the question without embarrassing the questioner. No

audience will understand and remember 100% of what you say.

If you don’t know the answer to a question, say so. If your purpose is to inform, write

down the question so you can look up the answer before the next session. If it’s a question

to which you think there is no answer, ask if anyone in the room knows. When no one does,

your “ignorance” is vindicated. If an expert is in the room, you may want to refer questions

of fact to him or her. Answer questions of interpretation yourself.

At the end of the question period—or at the end of your talk, if there are no questions—

take two minutes to summarize your main point once more. (This can be a restatement of

your close.) Questions may or may not focus on the key point of your talk. Take advantage

of having the floor to repeat your message briefly and forcefully.

Handle questions carefully. The

U.S. Supreme Court refused

to reconsider the conviction

of a man whose silence while

being questioned by police

was later used as evidence

against him in a manslaughter

trial. Patrick Canella had

agreed to waive his right to

remain silent and answered

some of the questions posed

to him but was mum on

potentially incriminating issues.

Prosecutors argued that rather

than Canella’s silence, it was

his “willingness to talk to the

police and the fact that he gave

an incomplete and inaccurate

exculpatory statement” that

helped to convict him.

Source: Warren Richey, “Can Silence Before an Arrest Be Used

at Trial? Supreme Court Refuses

Case,” The Christian Science

Monitor, February 21, 2012,

http://www.csmonitor.com/USA/

Justice/2012/0221/Can-silence-

before-an-arrest-be-used-at-trial-

Supreme-Court-refuses-case .

Instant Replay

Overviews and Signposts

Immediately after your opener,

provide an overview of the main points you will make. Offer a clear signpost as you

come to each new point. A

signpost is an explicit statement of the point you have reached.

I R

Overviews a

had “Energy, Budget cuts, Tax,

Lift American Spirits” written on

her hand, though “Budget” was

crossed out.

Source: Mike Krumboltz, “Palin’s Palm Holds the Answers,”

downloaded on February 9,

2010, at http://buzz.yahoo.com/

buzzlog/93375?fp=1 .

(continued)

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Module 20 Making Oral Presentations 337

What are the guidelines for group presentations? LO 20-7

▶ In the best presentations, voices take turns within each point.

Plan carefully to involve as many members of the group as possible in speaking roles.

The easiest way to make a group presentation is to outline the presentation and then

divide the topics, giving one to each group member. Another member can be responsible

for the opener and the close. During the question period, each member answers questions

that relate to his or her topic.

In this kind of divided presentation, be sure to

• Plan transitions.

• Enforce time limits strictly.

• Coordinate your visuals so that the presentation seems a coherent whole.

• Practice the presentation as a group at least once; more is better.

The best group presentations are even more fully integrated: together, the members of

the group

• Write a very detailed outline.

• Choose points and examples.

• Create visuals.

Then, within each point, speakers take turns. This presentation is most effective because each voice speaks only a minute or two before a new voice comes in. However, it works

only when all group members know the subject well and when the group plans carefully

and practices extensively.

Whatever form of group presentation you use, be sure to introduce each member of the

team to the audience at the beginning of the presentation and to use the next person’s name

when you change speakers: “Now, Jason will explain how we evaluated the web pages.”

Pay close attention to who is speaking. If other members of the team seem uninterested in

the speaker, the audience gets the sense that that speaker isn’t worth listening to.

Nick Morgan advocates

rehearsing presentations—

“People who ‘wing it’ usually

betray their lack of preparation

in their body language”—but

recommends avoiding more

than one rehearsal on the

day of the presentation.

He notes that stage actors

often rehearse for weeks, so

there’s good reason for public

speakers to rehearse a lot.

Source: Nick Morgan, “When Is Rehearsing a Presentation a Bad

Idea?” Forbes, March 8, 2012,

http://www.forbes.com/sites/

nickmorgan/2012/03/08/when-is-

rehearsing-a-presentation-a-bad-

idea/ .

• An oral presentation needs to be simpler than a written message

to the same audience. (LO 20-1) • In a monologue presentation, the speaker plans the presenta-

tion in advance and delivers it without deviation. In a guided discussion, the speaker presents the questions or issues that both speaker and audience have agreed on in advance. Rather

than functioning as an expert with all the answers, the speaker

serves as a facilitator to help the audience tap its own knowl-

edge. A sales presentation is a conversation using questions to determine the buyer’s needs, probe objections, and gain provi-

sional and then final commitment to the purchase. (LO 20-1) • Adapt your message to your audience’s beliefs, experience, and

interests. (LO 20-1) • Use the beginning and end of the presentation to interest the

audience and emphasize your key point. (LO 20-1) • Using visuals makes a speaker seem more prepared, more inter-

esting, and more persuasive. (LO 20-1) • Ways to open or close a presentation include using a star-

tling statement, narration or anecdote, question, or quotation.

(LO 20-2)

• A good voice supports and enhances good content. To find

your best voice, focus on pitch, intonation, tempo, and volume.

Sound energetic and enthusiastic. (LO 20-3) • Use a direct pattern of organization. Put your strongest reason

first. (LO 20-4) • Limit your talk to three main points. Early in your talk—

perhaps immediately after your opener—provide an overview of the main points you will make. Offer a clear signpost as you come to each new point. A signpost is an explicit statement of the point you have reached. (LO 20-4)

• To calm your nerves as you prepare to give an oral presentation,

(LO 20-5) • Be prepared. Analyze your audience, organize your thoughts,

prepare visual aids, practice your opener and close, check

out the arrangements.

• Use only the amount of caffeine you normally use.

• Avoid alcoholic beverages.

• Relabel your nerves. Instead of saying, “I’m scared,” try

saying, “My adrenaline is up.” Adrenaline sharpens our

reflexes and helps us do our best.

Summary of Learning Objectives

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338 Unit Five Interpersonal Communication

Just before your presentation,

• Consciously contract and then relax your muscles, starting

with your feet and calves and going up to your shoulders,

arms, and hands.

• Take several deep breaths from your diaphragm.

During your presentation,

• Pause and look at the audience before you begin speaking.

• Concentrate on communicating well.

• Use body energy in strong gestures and movement.

• Convey a sense of caring to audience members by making

direct eye contact with them and by using a conversational style.

(LO 20-5)

• Treat questions as opportunities to give more detailed infor-

mation than you had time to give in your presentation. Link

your answers to the points you made in your presentation.

(LO 20-6) • Repeat the question before you answer it if the audience

may not have heard it or if you want more time to think.

Rephrase hostile or biased questions before you answer them.

(LO 20-6) • The best group presentations result when the group writes a

very detailed outline, chooses points and examples, and cre-

ates visuals together. Then, within each point, voices trade off.

(LO 20-7)

Assignments for Module 20

20.1 How are monologue presentations, guided discussions, and sales presentations alike and different? (LO 20-1)

20.2 What are the four modes for openers? (LO 20-2)

20.3 What does maintaining eye contact and smiling do for a presentation? (LO 20-5)

Questions for Comprehension

20.4 If you use presentation software, will you automatically have strong visuals? (LO 20-1)

20.5 Why should you plan a strong close, rather than just saying, “Well, that’s it”? (LO 20-2)

20.6 Why does an oral presentation have to be simpler than a written message to the same audience? (LO 20-2)

20.7 What are the advantages and disadvantages of using humor? (LO 20-2)

Questions for Critical Thinking

As Your Instructor Directs,

Make a 5- to 12-minute presentation on one of the follow-

ing. Use visuals to make your talk effective.

a. Show why your unit is important to the organization

and either should be exempt from downsizing or should

receive additional resources.

b. Persuade your supervisor to make a change that will

benefit the organization.

c. Persuade your organization to make a change that will

improve the organization’s image in the community.

d. Persuade classmates to donate time or money to a chari-

table organization. (Read Module 12.)

e. Persuade an employer that you are the best person for

the job.

f. Use another problem in this book as the basis for your

presentation.

2.10 Analyze a discourse community.

2.11 Analyze an organization’s corporate culture.

13.9 Announcing Holiday Diversity

23.10 Summarize the results of a survey you have conducted.

24.9 Summarize the results of your research.

20.9 Making a Longer Oral Presentation (LO 20-1 to LO 20-7)

Exercises and Problems

1.8 Discuss three of your strengths.

2.13 Analyze your supervisor.

11.10 Tell your boss about a problem in your unit and recommend a solution.

26.10 Explain one of the challenges (e.g., technology, ethics, international competition) that the field you hope to enter is

facing.

26.11 Profile a company you would like to work for and explain why you think it would be a good employer.

29.10 Explain your interview strategy.

20.8 Making a Short Oral Presentation (LO 20-1 to LO 20-7)

As Your Instructor Directs,

Make a short (2- to 5-minute) presentation, with three to

eight slides, on one of the following topics:

a. Explain how what you’ve learned in classes, in campus

activities, or at work will be useful to the employer who

hires you after graduation.

b. Profile someone who is successful in the field you hope

to enter and explain what makes him or her successful.

c. Describe a specific situation in an organization in which

communication was handled well or badly.

d. Make a short presentation based on another problem in

this book.

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Some words are more formal than others. Generally, business mes-

sages call for a middle-of-the-road formality, not too formal, but

not so casual as to seem sloppy.

Formal and stuffy Short and simple ameliorate improve

commence begin, start

enumerate list

finalize finish, complete

prioritize rank

utilize use

viable option choice

Sloppy Casual goofed up confused

diss criticize

guess assume

haggle negotiate

nosy curious

wishy-washy indecisive, flexible

What makes choosing words so challenging is that the level

of formality changes depending on your purposes, the audience,

and the situation. What’s just right for a written report will be too

formal for an oral presentation or an advertisement. The level of

formality that works in one discourse community may be inappro-

priate for another.

Listen to the language that people in your discourse commu-

nity use. What words seem to have positive connotations? What

words persuade? As you identify these terms, use them in your

own messages.

Exercises

Choose the better word or phrase in each pair of square brackets for

written documents. Justify your choice.

1. The meeting with Cochran, Weiss, and Landon went very well,

and what we must do now is [finalize/complete] our bid specs.

2. Jade Henry [ameliorated/improved] our chances of getting the

contract by submitting an excellent proposal.

3. The first thing I noticed about Nanda is that she is skilled at

[haggling/negotiation].

4. Until our offer is accepted, we should be [wishy-washy/flex-

ible] with our schedule.

5. Franz let us know that he is willing to give us [viable options/

choices] for which program to use.

6. Our [nosy/curious] neighbor stopped by to see the new signage

and was more than happy to [criticize/diss] our hard work.

7. I’m pleased that Dalton [enumerated/listed] the executives

who will be attending the meeting in Olathe, but I’m concerned

that he may have [prioritized/ranked] them inappropriately.

8. We should carefully [consider/think about] the qualities we

want in an office [employee/staffer], especially if we plan to

[proffer/offer] a job to anyone.

9. Before anyone [expunges/erases] old files, Gary told us, they

should [have/possess] a good reason to not [keep/retain] them.

10. Karen Ling [said/pronounced] that we are to [help/assist]

customers [ascertain/figure out] what they [want/desire] and

where it [is/exists] in the store.

Check your answers to the odd-numbered questions at the back of the book.

Choosing Levels of Formality

Polishing Your Prose

Unit 5 Cases for Communicators

We tend to think that people are naturally charismatic, but

researchers decided to put that belief to the test. A team of sci-

entists from the University of Lausanne Business School took

managers from a large Swiss company and divided them into two

groups. One group received a training course in charisma and the

other did not.

The course consisted of a lecture on the principles of charis-

matic leadership. It also included watching videos, including

scenes from popular films like Dead Poets Society, and presenta- tions, and giving them a feedback report. Before the training and

The Charismatic Communicator

Source: Mark van Vugt, “Can Charisma Be Taught?” Psychology Today, May 5, 2012, http://www.psychologytoday.com/blog/naturally-selected/

201205/can-charisma-be-taught .

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Module 20 Making Oral Presentations 339

As Your Instructor Directs,

Make a 5- to 12-minute presentation using visuals.

Use another problem in this book as the basis for your

presentation.

3.12 Show how cultural differences can lead to miscommunication.

5.14 Evaluate the design of three web pages.

12.22 Recommend an investment for your instructor.

18.10 Recommend a policy on student entrepreneurs.

18.14 Present brochures you have designed to the class.

24.9 Summarize the results of your research.

29.8 Share the advice of students currently on the job market.

20.10 Making a Group Oral Presentation (LO 20-1 to LO 20-7)

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several months after, the managers were assessed by co-workers on

how charismatic they were. They improved significantly.

A second study videotaped MBA students before and after the

training. The results, once again, showed improvement.

The researchers believe a variety of learnable qualities help

to make a person more charismatic. These include using meta-

phors and anecdotes, displaying moral conviction, and setting

high expectations for yourself and others. Communicating con-

fidence and using rhetorical questions also help. Nearly all of the

identified qualities involve improved communication, meaning

that being a better communicator may translate into being more

charismatic.

Individual Activity

Imagine you are the director of training at a large corporation. You

have been given the task of developing an unconventional training

plan for 50 sales employees to improve interpersonal communica-

tion and, thus, charisma. The plan should include group exercises

designed to develop trust, encourage participation, and relieve

tension among group members. The training could take place in

a location of your choice that will complement the goals of your

unconventional training plan and will take up a regular workday.

Create an agenda for your plan. Consider the following topics

as you organize your day of training:

• What aspects of interpersonal communication are important to

address?

• What interpersonal communication problems could develop

between employees and customers?

• What are some creative ways to address these problems?

• What roles do people play in groups?

• In which kind of role-playing exercises could the group address

problems?

• What are some exercises the group could do to learn how to

work together effectively?

• What kind of group activity would address the importance of

listening?

Group Activity

Your group has been asked to write a 500-word essay on how

unconventional training can be used to teach stronger teamwork

skills. As a team, create and polish this document.

Plan the work and document as a group. In this process, discuss

the following questions:

• What is the purpose of this document?

• Who is the audience?

• What organization, format, and style should the essay have?

Once the planning is done, begin drafting the essay together.

Next, evaluate the content and discuss possible revisions as a

group. If your discussions stall over questions of style, remember

that business writing can embrace different styles but the document

should have a unified voice.

With a solid revision in hand, you are ready to edit and proof-

read. This stage might be very important because of the writing

styles and levels of expertise involved. Be sure to have at least one

person check the document for grammar, mechanics, accuracy, and

completeness.

After you have completed the document, discuss the following

questions as a team:

• Did the majority of team members work actively on the project?

• Can you identify the positive roles and actions demonstrated

during the writing process? (For example, did anyone encour-

age participation?)

• Can you identify any negative roles and actions demonstrated

during the writing process? (For example, did a group member

attempt to dominate the group?)

• Can you identify an informational leader, interpersonal leader,

and procedural leader in your group?

Finally, reflect as a group on the issue of conflict. Did conflict

arise during the project? If so, did you work as a team to iden-

tify the source and type of conflict and then follow the appropriate

steps to resolve the issue?

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340 Unit Five Interpersonal Communication

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Module 21 Proposals and Progress Reports

Module 23 Short Reports Module 24 Long Reports

Module 22 Finding, Analyzing, and Documenting Information

Module 25 Using Visuals

Research, Reports, and Visuals 6

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342

Module

LEARNING OBJECTIVES

R eports provide the information that people in organizations need to make plans and solve

problems.

Writing any report includes five basic steps:

1. Define the problem.

2. Gather the necessary information.

3. Analyze the information.

4. Organize the information.

5. Write the report.

After reviewing the varieties of reports, this module focuses on the first step. Module 22 discusses

the second and third steps. Modules 23 and 24 illustrate the fourth and fifth steps.

Other modules that are useful for writing reports are Modules 12, 18, 20, and 25.

LO 21-1 Define reports in the workplace.

LO 21-2 Estimate time for business proposal writing.

LO 21-3 Identify sections for business proposal organization.

LO 21-4 Identify “hot buttons” for business proposal strategies and beyond.

LO 21-5 Identify sections for progress report organization.

Module 21 describes how to write successful proposals and progress reports. After completing the

module, you should be able to

Proposals and Progress Reports 21

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Module 21 Proposals and Progress Reports 343

What is a “report”? LO 21-1

▶ Many different kinds of documents are called reports.

In some organizations, a report is a long document or a document that contains numerical

data. In others, one- and two-page memos are called reports. In still others, reports consist of PowerPoint slides printed out and bound together. A short report to a client may use a

letter format. Formal reports contain formal elements such as a title page, a transmittal, a table of contents, and a list of illustrations. Informal reports may be letters and memos or even computer printouts of production or sales figures.

Reports can just provide information, both provide information and analyze it, or pro-

vide information and analysis to support a recommendation (see Figure 21.1 ). Reports can

be called information reports if they collect data for the reader, analytical reports if they interpret data but do not recommend action, and recommendation reports if they recom- mend action or a solution.

What should I do before I write a proposal? LO 21-2

▶ Finish at least one-fourth of your research!

As Figure 21.2 suggests, before you draft a proposal, you not only need to do the analysis that you’d do for any message, but you also need to complete part of your research—

usually about one-fourth of the total research you’ll need to do for a class project. You’ll

use this research both to define the problem your report will discuss and to identify the

topics you’ll investigate. Fortunately, if these parts of the proposal are well written, they

can be used with minor changes in the report itself.

Narrow your problem. For example, “improving the college experiences of interna-

tional students studying in the United States” is far too broad. First, choose one college

or university. Second, identify the specific problem. Do you want to increase the social

interaction between U.S. and international students? Help international students find

housing? Increase the number of ethnic grocery stores and restaurants? Third, identify

Feasibility studies often reveal

surprising information. A UBS

study noted that a plan to fund

a $975 million stadium for

the Minnesota Vikings mostly

with public dollars was a bad

idea because “independent

academic research studies

consistently conclude that new

stadiums and arenas have no

measurable effect on the level

of real income or employment

in the metropolitan areas

in which they are located.”

Those words echo findings

in Mark Perryman’s Why the

Olympics Aren’t Good for Us

and How They Can Be, which

chronicles bust periods after

the Olympics are over, noting

in particular how Greece faced

a $784 million cost to maintain

crumbling facilities after the

2004 games. The price tag of

potential accidents from shale

gas extraction was calculated

by a group of Yale University

economics graduates to be

$250 million annually—against

the estimated $100 billion in

yearly economic benefits.

Sources: Mike Ozanian, “Vikings Stadium Not Likely to

Help Minnesota’s Economy,”

Forbes, May 4, 2012, http://

www.forbes.com/sites/

mikeozanian/2012/05/04/

vikings-stadium-not-likely-to-

help-minnesotas-economy/; Mark

Perryman, “Do the Olympics Boost

the Economy? Studies Show the

Impact Is Likely Negative,” July 30,

2012, http://www.thedailybeast.

com/articles/2012/07/30/

do-the-olympics-boost-the-

economy-studies-show-the-

impact-is-likely-negative.

html; and Christopher Helman,

“The Arithmetic of Shale

Gas,” Forbes, June 22, 2012,

http://www.forbes.com/sites/

christopherhelman/2012/06/22/

the-arithmetic-of-shale-gas/2/.

Figure 21.1 Three Levels of Reports

Reports Can Provide

Information only

• Sales reports (sales figures for the week or month).

• Quarterly reports (figures showing a plant’s productivity and profits for the quarter).

Information plus analysis

• Annual reports (financial data and an organization’s accomplishments during the past year).

• Audit reports (interpretations of the facts revealed during an audit).

• Make-good or pay-back reports (calculations of the point at which a new capital investment will pay for itself).

Information plus analysis plus a recommendation

• Feasibility reports evaluate two or more alternatives and recommend which alternative the organization should choose.

• Justification reports justify the need for a purchase, an investment, a new personnel line, or a change in procedure.

• Problem-solving reports identify the causes of an organizational problem and recommend a solution.

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344 Unit Six Research, Reports, and Visuals

Site to See

Go to

www.cdc.gov/mmwr/ mmwr_rr/rr_pvol.html

for sample recommendation

reports from the Centers for

Disease Control.

Figure 21.2 Allocating Time in Writing a Proposal (Your time may vary.)

Proposal to write a report studying alternative dispute resolution. Total time: 30 hours

Planning

Read the Request for Proposal (RFP).

Gather necessary materials (costs, bios of personnel, etc.).

Identify and narrow the problem.

Complete preliminary research.

Talk to people about the issue.

Prepare a bibliography and read as many of the sources as possible.

Construct a questionnaire.

Identify the topics you’ll investigate for the report.

Answer the PAIBOC questions (◀◀ Module 1).

Think about document design (◀◀ Module 5).

Organize the message.

15 hours

Writing

Draft the proposal.

5 hours

Revising

Reread draft.

Measure draft against PAIBOC questions and RFP.

Revise draft.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Initial a memo proposal; sign a letter proposal.

Make the necessary copies and distribute.

10 hours

the specific audience that would have the power to implement your recommendations.

Depending on the topic, the audience might be the Office of International Studies, the

residence hall counselors, a service organization on campus or in town, a store, or a

group of investors.

How you define the problem shapes the solutions you find. For example, suppose that

a manufacturer of frozen foods isn’t making money. If the problem is defined as a mar-

keting problem, the researcher may analyze the product’s price, image, advertising, and

position in the market. But perhaps the problem is really that overhead costs are too high

due to poor inventory management, or that an inadequate distribution system doesn’t get

the product to its target market. Defining the problem accurately is essential to finding an

effective solution.

Once you’ve defined your problem, you’re ready to write a purpose statement. The

purpose statement goes both in your proposal and in your final report. A good purpose statement makes three things clear:

• The organizational problem or conflict.

• The specific technical questions that must be answered to solve the problem.

• The rhetorical purpose (to explain, to recommend, to request, to propose) the report is

designed to achieve.

The following purpose statements have all three elements.

The London Business School’s

John W. Mullins believes that

a good business plan starts

with a well-defined problem

that is supported by convincing

evidence gathered from many

credible sources. He cites

Nike’s revolutionary shoe

designs as having addressed

the real problems of runners:

injuries like shin splints and

sprained ankles. He also

argues for using you attitude:

“A Me-First plan sends a clear

signal that the writer’s priorities

are misplaced. What matters

more than great technology or

a great idea is the problem or

pain that the new solution or

technology resolves.”

Source: John W. Mullins, “Why Business Plans Don’t Deliver,” The

Wall Street Journal, June 15, 2012,

http://online.wsj.com/article/SB100

014240529702048303045741335

01980701202.html .

Site to See

Go to

http://foundationcenter. org/findfunders/

The Foundation Center offers

links to grant makers’ web

pages, information about

foundations, and advice about

writing proposals.

Go to

Go to

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Module 21 Proposals and Progress Reports 345

Current management methods keep the elk population within the carrying capacity of

the habitat, but require frequent human intervention. Both wildlife conservation special-

ists and the public would prefer methods that controlled the elk population naturally.

This report will compare the current short-term management techniques (hunting, trap-

ping and transporting, and winter feeding) with two long-term management techniques,

habitat modification and the reintroduction of predators. The purpose of this report is to

recommend which techniques or combination of techniques would best satisfy the needs

of conservationists, hunters, and the public.

When banner ads on web pages first appeared in 1994, the initial response, or “click-

through” rate, was about 10%. However, as ads have proliferated on web pages, the

click-through rate has dropped sharply. Rather than assuming that any banner ad will be

successful, we need to ask, What characteristics do successful banner ads share? Are ads

for certain kinds of products and services or for certain kinds of audiences more likely

to be successful on the web? The purpose of this report is to summarize the available

research and anecdotal evidence and to recommend what Leo Burnett should tell its cli-

ents about whether and how to use banner ads.

To write a good purpose statement, you must understand the basic problem and have

some idea of the questions that your report will answer. Note, however, that you can (and

should) write the purpose statement before researching the specific alternatives the report

will discuss.

What should go in a proposal? LO 21-3

▶ What you’re going to do, how and when you’ll do it, and evidence that you’ll do it well.

Proposals suggest a method for finding information or solving a problem. 1 (See Figure 21.3 .)

Report Audience: Superintendent of Yellowstone National Park

Report Audience: Leo Burnett Advertising Agency

Site to See

Go to

www.sba.gov/category/ navigation-structure/ starting-managing- business/starting- business/how-write- business-plan/

for the Small Business

Association’s tips on writing

proposals.

What constitutes a business

plan can differ according to

audience. Some organizations,

such as the New York

Public Library and the Rice

Alliance for Technology and

Entrepreneurship, are letting

people “twitpitch” business

plans in 140 characters or

less. Of course, there can be

drawbacks. “Take control of

your money before Bernie does.

Join the revolt and get easy to

use tools to grow your 401K/

IRA” was an award-winning

tweet on Fundrevolt . . . for

Bernie Madoff. Investment

manager Sam Hogg argues

that business startups are better

off building concepts rather

than writing business plans.

He quotes boxer Mike Tyson:

“Everybody has a plan, until they

get punched in the face.” In the

fast-paced world of 21 st century

business, Hogg believes that

demonstrating talent rather than

a written plan is important.

Sources: Lora Kolodny, “Can You Write a Business Plan with

Fewer Than 140 Characters?”

The New York Times, April 15,

2010, http://boss.blogs.nytimes.

com/2010/04/15/can-you-write-

a-business-plan-with-fewer-than-

140-characters/ ; and Sam Hogg,

“3 Reasons to Skip the Business

Plan,” Entrepreneur, July 22, 2012,

http://www.entrepreneur.com/

article/223837 .

Figure 21.3 Relationship among Situation, Proposal, and Final Report

Company’s Current Situation The Proposal Offers to The Final Report Will Provide

We don’t know whether we

should change.

Assess whether change

is a good idea.

Insight, recommending whether

change is desirable.

We need to/want to change,

but we don’t know exactly what

we need to do.

Develop a plan to

achieve desired goal.

A plan for achieving the desired

change.

We need to/want to change, and

we know what to do, but we need

help doing it.

Implement the plan,

increase (or decrease)

measurable outcomes.

A record of the implementation

and evaluation process.

Source: Adapted from Richard C. Freed, Shervin Freed, and Joseph D. Romano, Writing Winning Proposals: Your Guide to Landing the Client, Making the Sale, Persuading the Boss (New York: McGraw-Hill, 1995), 21.

Go to

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346 Unit Six Research, Reports, and Visuals

As Donna Kienzler points out, proposals have two goals: to get the project accepted and

to get you accepted to do the job. Proposals must stress reader benefits and provide specific

supporting details. 2 Attention to details—including good visual impact and proofreading—

helps establish your professional image and suggests that you’d give the same care to the

project if your proposal is accepted.

To write a good proposal, you need to have a clear view of the problem you hope to

solve and the kind of research or other action needed to solve it. A proposal must answer

the following questions convincingly:

• What problem are you going to solve?

• How are you going to solve it?

• What exactly will you provide for us?

• Can you deliver what you promise?

• What benefits can you offer?

• When will you complete the work?

• How much will you charge?

Government agencies and companies often issue Requests for Proposals, known as

RFPs. Follow the RFP exactly when you respond to a proposal. Competitive propos- als are often scored by giving points in each category. Evaluators look only under the

heads specified in the RFP. If information isn’t there, the proposal gets no points in that

category.

Proposals for Class Research Projects

A proposal for a student report usually has the following sections:

1. In your first paragraph (no heading), summarize in a sentence or two the topic and

purposes of your report.

2. Problem. What organizational problem exists? What is wrong? Why does it need to be solved? Is there a history or background that is relevant?

3. Feasibility. Are you sure that a solution can be found in the time available? How do you know?

4. Audience. Who in the organization would have the power to implement your recom- mendation? What secondary audiences might be asked to evaluate your report? What

audiences would be affected by your recommendation? Will anyone serve as a gate-

keeper, determining whether your report is sent to decision makers? What watchdog

audiences might read the report?

For each of these audiences and for your initial audience (your instructor), give the

person’s name, job title, and business address and answer the following questions:

• What is the audience’s major concern or priority?

• What will the audience see as advantages of your proposal? What objections, if any,

is the reader likely to have?

• How interested is the audience in the topic of your report?

• How much does the audience know about the topic of your report?

List any terms, concepts, equations, or assumptions that one or more of your audiences

may need to have explained. Briefly identify ways in which your audiences may affect

the content, organization, or style of the report.

5. Topics to Investigate. List the questions and subquestions you will answer in your report, the topics or concepts you will explain, the aspects of the problem you will

discuss. Indicate how deeply you will examine each of the aspects you plan to treat.

Explain your rationale for choosing to discuss some aspects of the problem and not

others.

6. Methods/Procedure. How will you get answers to your questions? Whom will you interview or survey? What published sources will you use? What websites will you

consult? Give the full bibliographic references.

Instant Replay

Purpose Statements

A good purpose statement makes three things clear:

• The organizational problem

or conflict.

• The specific technical

questions that must be

answered to solve the

problem.

• The rhetorical purpose the

report is designed to achieve.

I R

Purpose Sta

Many business schools

hold contests for budding

entrepreneurs to pitch their

million-dollar ideas as class

projects. The contests involve

writing business plans and

presenting them to judges, with

cash prizes of up to $20,000 for

winners. However, many ideas

never make it to execution.

Observes Janet Strimaitis,

managing director of Babson

College’s Arthur M. Blank

Center for Entrepreneurship:

“You can write a beautiful

50-page business plan without

ever talking to a potential

customer.” And some highly

successful businesses failed to

earn the top spot in contests.

LendingTree, for instance, took

second place at the University

of Virginia in 1997 and Akamai

Technology was only a finalist

at the Massachusetts Institute

of Technology in 1998. A good

business plan, of course, is

just a potential foundation

for a business. The rest is a

combination of talent, tenacity,

timing, and luck.

Source: Melissa Korn, “Entrepreneur Contests Take

Practical Turn,” The Wall Street

Journal, February 2, 2012, http://

online.wsj.com/article/SB10001424

052970203920204577196813674

180138.html .

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Module 21 Proposals and Progress Reports 347

Your Methods section should clearly indicate how you will get the information

needed to answer the questions in the Topics to Investigate section.

7. Qualifications/Facilities/Resources. Do you have the knowledge and skills needed to conduct this study? Do you have adequate access to the organization? Do you have

access to any equipment you will need to conduct your research (computer, books,

etc.)? Where will you turn for help if you hit an unexpected snag?

You’ll be more convincing if you have already scheduled an interview, checked out

books, or printed out online sources.

8. Work Schedule. List both the total time you plan to spend on and the date when you expect to finish each of the following activities:

• Gathering information

• Analyzing information

• Preparing the progress report

• Organizing information

• Writing the draft

• Revising the draft

• Preparing the visuals

• Editing the draft

• Proofreading the report

Organize your work schedule either in a chart or in a calendar. A good schedule provides

realistic estimates for each activity, allows time for unexpected snags, and shows that

you can complete the work on time.

9. Call to Action. In your final section, indicate that you’d welcome any suggestions your instructor may have for improving the research plan. Ask your instructor to approve

your proposal so that you can begin work on your report.

Figure 21.4 shows a student proposal for a long report using online and library research.

Make your proposal persuasive by using benefits that your audience finds important.

Copyright © Dana Fradon/The New Yorker Collection, www.cartoonbank.com .

Site to See

Go to

http://www.youngmoney .com/business_planning/ write-a-business-proposal/

A business plan is a special

kind of proposal. Young

Money offers several articles

on creating business plans, as

well as other resources.

Go to

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348 Unit Six Research, Reports, and Visuals

Figure 21.4 Proposal for a Student Group Report Using Online and Library Research

October 28, 2012

To: Steve Kaczmarek

From: Anwar Abbe, Candice Call, Heather Driscoll, Tony Yang

Subject: Proposal to Study the Feasibility of an Alternative Dispute Resolution Program

for Shepherd Greene Industries

Many private companies and government agencies use Alternative Dispute Resolution

(ADR) programs to resolve disputes with employees. Adopting an ADR program would

save time and money for Shepherd Greene. It would also help reinforce the company’s

application to manufacture parts for US Air Force combat aircraft.

For our report, we plan to research the feasiblility of an ADR program at Shepherd

Greene. We hope to recommend a model ADR program for the company based on an

existing program with demonstrated success.

Background

Founded in 1958, Shepherd Greene Industries is primarily a manufacturer of engine

components for civilian aircraft. Since 1997, the company has also produced engine

components and wing mount assemblies for military reconnaissance aircraft. The

company is privately held.

Problem

Shepherd Greene wants an alternative to traditional court remedies, which have had mixed

results for the company in the recent past. In 1999, an employee fired for poor attendance

sued, claiming a manager had illegally altered her time cards. After two years in the

courts, Shepherd Greene settled for an undisclosed amount. In 2004, two employees fired

for failing on-the-job drug tests unsuccessfully sued the company to get their jobs back,

appealing the case all the way to the State of Ohio Supreme Court. In 2009, a coalition of

employees sued the company about a management structure that allegedly keeps black

employees in low-level jobs. The suit is still pending.

These lawsuits take months or even years to work through the court systems, costing the

company thousands of dollars, not including any settlement or judgment cost. Although

outside attorneys are also hired, preparing these cases requires hundreds of staff hours and

takes the legal staff away from its primary duty of reviewing bids and contracts with

Shepherd Greene’s customers and suppliers.

Shepherd Greene has another reason to change the way it handles employment disputes.

The company has submitted a bid to the US Air Force to manufacture replacement parts

for combat aircraft. In addition to adhering to strict manufacturing guidelines and having

the highest security clearance, the successful company must demonstrate stability in its

labor and management practices. Programs that minimize employee grievances thus

would enhance Shepherd Greene's application.

In subject line 1 indic ate that this is a pro

posal

2 spec ify the kind of report

3 spec ify the topic.

Summarize topic and purposes of report.

If “Problem” section is detailed and well-writt en,

you may be able to use it unchanged in your report.

Background gives your reader information needed to understand the problem.Bold

headings.

Spell out term the first time you use it, wit h the abbreviation in

parentheses. Then you can use the abbrevia tion by itself.

MLA Style omits the periods in “US.”

Triple–space (2 empty spaces).

Double–space (1 empty space) after headi ng before first paragraph.

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Module 21 Proposals and Progress Reports 349

Steve Kaczmarek 2 October 28, 2012

Feasibility

If our research supports creating an ADR program at Shepherd Greene, we will recommend one

based on an existing model. If the research suggests an ADR program is inappropriate for

Shepherd Greene, we will recommend the company stay with its current system for handling

employee disputes. If our research is inconclusive, we will recommend Shepherd Greene revisit

the topic in one year.

Topics to Investigate

In our report, we will briefly discuss Shepherd Greene’s recent litigation history and the general

issues in litigating employee grievances. We will focus on the following questions:

• What is ADR? • What organizations use ADR to handle employment disputes? • How well does ADR work to resolve employment disputes? • What model ADR programs seem worth imitating? • What resources are required to create an ADR program?

Audiences

Several audiences have a stake in the findings of our research. Our primary audience is Mr.

Richard Yang, Director of Legal Services at Shepherd Greene. He is a 17-year employee with the

company and has the authority to submit a plan for ADR to Shepherd Greene’s top management

for approval. A former trial attorney and member of both the Ohio and New York Bar

Associations, Mr. Yang favors reforms to help alleviate the glut of lawsuits in our nation’s courts.

He is especially interested in our group’s ability to apply research to the field of law, as one of the

group's members is his son and plans to attend law school.

You are our initial audience. Your concern is that we produce a report that is timely, logical,

thorough, and well-written. You have told us that you have taken courses in business law and

journalism law, so the report topic should interest you.

Secondary audiences for this proposal will include employees in Shepherd Greene’s legal and

human resources departments, the company’s top executives, and union representatives. Each of

these audiences must support an ADR program for it to succeed.

Methods

We will use library research and online research. The following materials on the web or in the

Columbus State Community College Educational Resource Center appear to be useful:

Bedikian, Mary A. “Employment ADR: Current Issues and Methods of Implementation.” The Metropolitan Corporate Counsel, Dec. 2009: 33. Web. 4 Oct. 2012.

If you’re writing a report based on library research, list 10–15 sources that look relevant. Give full bibliographic citations. Here, MLA Style is used.

Use hanging indents.

Vary paragraph lengths to provide good visual impact.

MLA no longer requires URLs in citation.

Identify the kinds of audience and the majo r

concerns or priority of each.

If it is well-written, the “Topics to Investigate” section will become the “Scope” section of the report—with minor revisions.

Indicate what you’ll discuss briefly and wha t

you’ll discuss in more detail. This list should match your audience’s concerns.

Convince your instructor that you have a ba ckup

plan if your original proposal proves unworka ble.

All items in list must be grammatically parallel. Here, all are questions.

Blanchard, Roger, and Joe McDade. Testimony before the US HR Committee on Government

Reform Subcommittee on Civil Service, 20 Mar. 2009. Web. 3 Oct. 2012.

Alternative Dispute Resolution: A Resource Guide. US Office of Personnel Management, 2010. Web. 23 Oct. 2012.

Figure 21.4 Proposal for a Student Group Report Using Online and Library Research (continued)

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350 Unit Six Research, Reports, and Visuals

Steve Kaczmarek 3 October 28, 2012

Bresler, Samuel. “ADR: One Company’s Answer to Settling Employee Disputes.”

HRFocus, Sept. 2009: 3–5. Print.

Carrell, Michael R., and Christina Heavrin. Labor Relations and Collective Bargaining: Cases, Practice, and Law. 9th ed. Upper Saddle River, NJ: Prentice Hall, 2009. Print.

Cross, Frank B., and Roger LeRoy Miller. The Legal Environment of Business: Text, Cases, Ethical, Regulatory, International, and E-Commerce Issues. 7th ed. Cincinnati, OH: West/South -Western: 2009. Print.

Longstreth, Andrew. “The Softer Side of Sears.” Corporate Counsel Magazine 9 (2009): 18. Academic Search Premier Database Item 6177553. Web. 15 Oct. 2012.

Phillips, F. Peter. “Current Trends in Employment ADR: CPR Institute for Dispute

Resolution.” The Metropolitan Corporate Counsel, Aug. 2008. Web. 8 Oct. 2012.

Senger, Jeffrey M. Testimony before the US HR Committee on the Judiciary, Subcommittee

on Commercial and Administrative Law. 29 Feb. 2009, Web. 25 Oct. 2012.

Stone, Katherine V. W. “Employment Arbitration under the Federal Arbitration Act.”

Employment Dispute Resolution and Worker Rights in the Changing Workplace. Ed. Adrienne E. Eaton and Jeffrey H. Keefe. Ithaca: Cornell UP, 2009. 27–66. Print.

If possible, we will also use the library at nearby Ohio State University (OSU). The OSU system

is one of the largest in the world and houses significantly more resources than does our own

library. As students, we can request materials from the library through OHIOLINK; one of our

group members is also a student there.

Qualifications and Resources

Here are the strengths we bring to this project:

• Anwar Abbe’s knowledge of the manufacturing industry will help us better understand labor and management practices in such an environment. He is a second-year student

in the Legal Studies Program and already holds a Bachelor’s degree in chemistry from

The National Somalian University. Anwar also worked for several years for a paint

manufacturer in North Carolina.

• With nearly eight years of experience as a personnel clerk for Franklin County, Candice Call’s familiarity with legal issues related to human resources will help us understand

the workings of current labor law. She is a second-year student in the Human

Resources Technology Program, where she had taken a labor relations course whose

text talked briefly about ADR.

• Heather Driscoll’s expert knowledge of PowerPoint will be invaluable to creating our oral presentation for this project. A second-year student in Multimedia Technology,

she is also an expert at research on the web.

• Tony Yang’s internship in Shepherd Greene’s management program last summer will help our group understand the company’s organizational culture. A junior from OSU

who is taking business communication here, Tony is majoring in pre-law/English,

plans to specialize in labor law, and has already completed a business law course at

Cite knowledge and skills from other classe s,

jobs, and activities that will enable you to conduct the research and interpret your da

ta.

Bulleted list adds visual variety.

If you’ll administer a survey or conduct interviews, tell how many subjects you’ll have, how you’ll choose them, and what you’ll ask them.

Figure 21.4 Proposal for a Student Group Report Using Online and Library Research (continued)

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Module 21 Proposals and Progress Reports 351

Steve Kaczmarek 4 October 28, 2012

OSU. He is also the son of Richard Yang, the director of Shepherd Greene’s legal

department, and will have access to the company’s legal and human resources staff.

Work Schedule

The following schedule will allow us to complete our report by the due date.

Activity Responsibility Total Time Completion Date

Call to Action

With Shepherd Greene’s legal costs increasing and its bid to the US Air Force under

consideration, we urge you to accept this proposal. Let us know if you have suggestions for

improving our project. Our team stands ready to begin its research immediately with your

approval.

Make items in list parallel.

Gathering Information

Preparing the Progress Report

Analyzing Information

Organizing Information

Planning the Draft/Visuals

Drafting the Report/Visuals

Planning Revisions

Revising the Draft/Visuals

Editing

Proofreading

Anwar, Heather

Tony

All

Anwar, Heather

All

Tony, Candice

All

Tony, Candice

Heather

All

25 hours

3 hours

10 hours

5 hours

8 hours

15 hours

8 hours

12 hours

7 hours

3 hours

November 15

November 19

November 22

November 23

November 25

November 30

December 2

December 7

December 9

December 10

Time needed will depend on the length and topic of the report, your knowledge of the topic, and your writing skills.

It’s tactful to indicate you’ll accept suggestions. End on a positive note.

Allow plenty of time! Good reports need

good revision, editing, and proofreading

as well as good research.

Figure 21.4 Proposal for a Student Group Report Using Online and Library Research (continued)

Sales Proposals

To sell expensive goods or services, you may be asked to submit a proposal.

For everything you offer, show the reader benefits (◀◀ Module 8) of each feature, using you-attitude (◀◀ Module 6). Consider using psychological description (◀◀ p. 116) to make the benefits vivid.

Use language appropriate for your audience. Even if the buyers want a state-of-the-art

system, they may not want the level of detail that your staff could provide; they may not

understand or appreciate technical jargon (◀◀ p. 260). With long proposals, provide a one-page cover letter. Organize the cover letter in

this way:

1. Catch the reader’s attention and summarize up to three major benefits you offer.

2. Discuss each of the major benefits in the order in which you mentioned them in the first

paragraph.

3. Deal with any objections or concerns the reader may have.

Instant Replay

Proposal for a Student

Report

Include the following sections:

• Problem

• Feasibility

• Audience

• Topics to Investigate

• Methods

• Qualifications

• Work Schedule

• Call to Action

I R

Proposal for

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352

4. Mention other benefits briefly.

5. Ask the reader to approve your proposal and provide a reason for acting promptly.

Proposals for Funding

If you need money for a new or continuing public service project, you may want to

submit a proposal for funding to a foundation, a corporation, a government agency, or a

religious agency. In a proposal for funding, stress the needs your project will meet and

show how your project helps fulfill the goals of the organization you are asking to fund

it. Every funding source has certain priorities; most post lists of the projects they have

funded in the past.

Figuring the Budget and Costs

A good budget is crucial to making the winning bid. Ask for everything you need to do a

quality job. Asking for too little may backfire, leading the funder to think that you don’t

understand the scope of the project.

Read the RFP to find out what is and isn’t fundable. Talk to the program officer and read

successful past proposals to find out

• What size projects will the organization fund in theory?

• Does the funder prefer making a few big grants or many smaller grants?

• Does the funder expect you to provide in-kind or matching funds from other sources?

Sales proposals must

be relevant to discourse

communities. Writer Geoffrey

James points out engineers

and accountants may see the

return on investment differently.

James maintains “the proposal

must state the solution in terms

that the customer understands

and accepts. In order to

provide value, the proposal

must address the specific value

system and concerns of each

set of decision-makers.”

Source: Geoffrey James, “How to Write a Killer Sales Proposal,”

CBS News, March 23, 2010,

http://www.cbsnews.com/8301-

505183_162-28549012-10391735/

how-to-write-a-killer-sales-proposal/ .

Identifying “Hot Buttons” LO 21-4

Building a Critical Skill

In a proposal, as in any persuasive document, it’s crucial that

you deal with the audience’s “hot buttons.” Hot buttons are the issues to which your audience has a strong emotional response.

Study your audience’s preferences and motivations. For

instance, older, or nontraditional, college students may have

different hot buttons than typical 18-to-22-year-old students.

Nontraditional students may want remedial skills courses, child

or adult day care, 24-hour computer labs, and evening and

weekend classes. They may challenge more what they hear in

the classroom. Social activities important to traditional students

may hold little interest for nontraditional ones. While many tra-

ditional students see the workplace as a destination, chances are

nontraditional students are already there and have a different

work ethic. Nontraditional students also may be more likely to

choose a two-year rather than a four-year campus.

Hot buttons sometimes cause people to make what seems

like an “illogical” decision—unless you understand the real pri-

orities. A phone company lost a $36 million sale to a university

because it assumed that the university’s priority would be cost.

Instead, the university wanted a state-of-the-art system. The

university accepted a higher bid.

When Ernst & Young prepared a proposal to provide profes-

sional services to a major automotive company, a team of 15

subject-matter experts spent two intense days working one-on-

one with client personnel to learn what issues they cared most

about. Reducing work and saving money were concerns, and

Ernst & Young proposed redesigning the work to reduce costs

and increase return on investment. The focus on value also

enabled Ernst & Young to identify an opportunity related to but

not part of the original RFP.

But even more important, spending time with the automotive

company allowed Ernst & Young to see that a real “hot button”

was that the competitor who held the current contract for services

seemed to take the automotive company for granted. Ernst &

Young exploited this hot button in two ways. First, the proposed

work plan included steps to help stakeholders in the company buy

into and support the project. Second, the form of the oral presenta-

tion of the proposal shouted, “We understand you.” Ernst & Young

invited the decision makers to come to the Ernst & Young office in

Columbus, Ohio, for the presentation. Personnel wore shirts with

the company logo, mirroring the uniforms worn at the automotive

company. The presentation took place on an office floor that had

been designed to mimic the floor plan at the automotive company.

Not only providing logical evidence but also meeting emo-

tional needs won Ernst & Young a seven-figure contract, with

the possibility of even more work.

Sources: “Older Students Transforming Some Colleges,” July 15, 2005, downloaded at www.cnn.com/2005/EDUCATION/07/15/older.students.

ap/ ; and James Lane to Kitty Locker, March 8, 1999.

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Module 21 Proposals and Progress Reports 353

Think about exactly what you’ll do and who will do it. What will it cost to get that

person? What supplies or materials will he or she need? Also think about indirect costs

for using office space, about retirement and health benefits as well as salaries, about office

supplies, administration, and infrastructure.

Make the basis of your estimates specific.

Weak: 75 hours of transcribing interviews $1,500 Better: 25 hours of interviews; a skilled transcriber

can complete an hour of interviews in 3 hours;

75 hours @ $20/hour $1,500

Without inflating your costs, give yourself a cushion. For example, if the going rate for

skilled transcribers is $20 an hour, but you think you might be able to train someone and

pay only $12 an hour, use the higher figure. Then, even if your grant is cut, you’ll still be

able to do the project well.

What should go in a progress report? LO 21-5

▶ What you’ve done, why it’s important, and what the next steps are.

When you’re assigned to a single project that will take a month or more, you’ll probably be

asked to file one or more progress reports. A progress report reassures the funding agency

or employer that you’re making progress and allows you and the agency or employer to

resolve problems as they arise. Different readers may have different concerns. An instruc-

tor may want to know whether you’ll have your report in by the due date. A client may be

more interested in what you’re learning about the problem. Adapt your progress report to

the needs of the audience.

Progress reports can do more than just report progress. You can use progress reports to

• Enhance your image. Provide details about the number of documents you’ve read, people you’ve surveyed, or experiments you’ve conducted to create a picture of a

hardworking person doing a thorough job.

• Float trial balloons. Explain, “I could continue to do X [what you approved]; I could do Y instead [what I’d like to do now].” The detail in the progress report can help back

up your claim. Even if the idea is rejected, you don’t lose face because you haven’t

made a separate issue of the alternative.

• Minimize potential problems. As you do the work, it may become clear that implementing your recommendations will be difficult. In your regular progress

reports, you can alert your boss or the funding agency to the challenges that lie

ahead, enabling them to prepare psychologically and physically to act on your

recommendations.

Christine Barabas’s study of the progress reports in a large research and development

organization found that poor writers tended to focus on what they had done and said very

little about the value of their work. Good writers, in contrast, spent less space writing about

the details of what they’d done but much more space explaining the value of their work for

the organization. 3

Subject lines for progress reports are straightforward. Specify the project on which you

are reporting your progress.

Subject: Progress on Developing a Marketing Plan for TCBY

Subject: Progress on Group Survey on Campus Parking

After his proposal to direct a

James Bond film was turned

down by producer Albert R.

Broccoli, Steven Spielberg met

with friend George Lucas to

go over an idea for a globe-

trotting action film with an

American twist. The result

was Raiders of the Lost Ark

(since renamed Indiana Jones

and the Raiders of the Lost

Ark ), the highest-grossing film

of 1981 and the first of four

movies about the intrepid but

fallible archaeologist.

Source: Jim Windolf, “Keys to the Kingdom,” Vanity Fair,

February 2008, downloaded

at www.vanityfair.com/

culture/features/2008/02/

indianajones200802 .

Site to See

Go to

http://schools.nyc.gov/ Accountability/tools/report/ default.htm

to see progress reports on

New York City schools.

Go to

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354 Unit Six Research, Reports, and Visuals

If you are submitting weekly or monthly progress reports on a long project, number

your progress reports or include the time period in your subject line. Include dates for the

work completed since the last report and to be completed before the next report.

Make your progress report as positive as you honestly can. You’ll build a better image

of yourself if you show that you can take minor problems in stride and that you’re confi-

dent of your own abilities.

Negative: I have not deviated markedly from my schedule, and I feel that I will have very little trouble completing this report by the due date.

Positive: I am back on schedule and expect to complete my report by the due date.

Progress reports can be organized in three ways: to give a chronology, to specify tasks,

or to support a recommendation.

Chronological Progress Reports

The following pattern of organization focuses on what you have done and what work remains.

1. Summarize your progress in terms of your goals and your original schedule. Use measurable statements.

Poor: My progress has been slow. Better: The research for my report is about one-third complete.

2. Under the heading Work Completed, describe what you have already done. Be specific, both to support your claims in the first paragraph and to allow the reader to

appreciate your hard work. Acknowledge the people who have helped you. Describe

any serious obstacles you’ve encountered and tell how you’ve dealt with them.

Poor: I have found many articles about Procter & Gamble on the web. I have had a few prob- lems finding how the company keeps employees safe from chemical fumes.

Better: On the web, I found Procter & Gamble’s home page, its annual report, and mission statement. No one whom I interviewed could tell me about safety programs specifically

at P&G. I have found seven articles about ways to protect workers against pollution in

factories, but none mentions P&G.

3. Under the heading Work to Be Completed, describe the work that remains. If you’re more than three days late (for school projects) or two weeks late (for business projects)

submit a new schedule, showing how you will be able to meet the original deadline. You

may want to discuss “Observations” or “Preliminary Conclusions” if you want feedback

before writing the final report or if your reader has asked for substantive interim reports.

4. Either express your confidence in having the report ready by the due date or request a conference to discuss extending the due date or limiting the project. If you are behind your original schedule, show why you think you can still finish the project on time.

The student progress report in Figure 21.5 uses this pattern of organization.

Task Progress Reports

In a task progress report, organize information under the various tasks you have worked on

during the period. For example, a task progress report for a group report project might use

the following headings:

Finding Background Information on the Web and in Print

Analyzing Our Survey Data

Working on the Introduction of the Report and the Appendices

Under each heading, the group could discuss the tasks it has completed and those

that remain.

Site to See

Go to

www.who.int/hiv/pub/ progress_report2011/en/ index.html

for current and past World

Health Organization progress

reports on the global HIV/AIDS

fight.

Apple’s annual Supplier

Responsibility Report, which

chronicles progress in its

work with a global network

of companies, showed

improvements in areas like

underage labor violations. At 27

pages, the 2012 report details

audits for 97% of its suppliers,

finding 6 active and 13

historical instances of underage

labor at five facilities, down

considerably over previous

years. The report also notes two

explosions, both in China, which

killed 4 people and collectively

injured 78. The reports date

back to 2007 when, prompted

by allegations of worker abuse,

Apple began to more closely

scrutinize supplier practices.

Source: Phillip Michaels, “Apple Unveils Supplier Names with 2012

Responsibility Report,” Macworld,

January 13, 2012, http://www.

macworld.com/article/1164815/

apple_unveils_supplier_names_

with_2012_responsibility_report.html .

Go to

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Module 21 Proposals and Progress Reports 355

Figure 21.5 A Student Chronological Progress Report

April 29, 2013

To: Kitty O. Locker

From: David G. Bunnel

Subject: Progress on CAD/CAM Software Feasibility Study for the Architecture Firm, Patrick

and Associates, Inc.

I have obtained most of the information necessary to recommend whether CADAM or CATIA is

better for Patrick and Associates, Inc. (P&A). I am currently analyzing and organizing this infor-

mation and am on schedule.

Work Completed

To learn how computer literate P&A employees are, I interviewed a judgment sample of five

employees. My interview with Bruce Ratekin, the director of P&A’s Computer-Aided Design

(CAD) Department on April 15 enabled me to determine the architectural drafting needs of the

firm. Mr. Ratekin also gave me a basic drawing of a building showing both two- and three-

dimensional views so that I could replicate the drawing with both software packages.

I obtained tutorials for both packages to use as a reference while making the drawings. First, I

drew the building using CADAM, the package designed primarily for two-dimensional architec-

tural drawings. I encountered problems with the isometric drawing because there was a mistake

in the manual I was using; I fixed the problem by trying alternatives and finally getting help from

another CADAM user. Next, I used CATIA, the package whose strength is three-dimensional

drawings, to construct the drawing. I am in the process of comparing the two packages based

on these criteria: quality of drawing, ease of data entry (lines, points, surfaces, etc.) for com-

puter experts and novices, and ease of making changes in the completed drawings. Based on

my experience with the packages, I have analyzed the training people with and without experi-

ence in CAD who would need to learn to use each of these packages.

Work to Be Completed

Making the drawings has shown that neither of the packages can do everything that P&A

needs. Therefore, I want to investigate the feasibility of P&A’s buying both packages.

As soon as he comes back from an unexpected illness that has kept him out of the office, I will

meet with Tom Merrick, the CAD systems programmer for The Ohio State University, to learn

about software expansion flexibility for both packages as well as the costs for initial purchase,

installation, maintenance, and software updates. After this meeting, I will be ready to begin the

first draft of my report.

Whether I am able to meet my deadline will depend on when I am able to meet with Mr. Merrick.

Right now, I am on schedule and plan to submit my report by the June 10th deadline.

¶ 1: Summarize results in terms of purpose, schedule.

Be very specific about what you’ve done.

Show how you’ve

overcome minor

problems.

Specify the work

that remains.

Underline headin gs

or bold.

End on a positive note.

Indicate changes in purpose,

scope, or recommen-

dations. Progress report

is a low-risk way to

bring the readers on

board.

Recommendation Progress Reports

Recommendation progress reports recommend action: increasing the funding for a project,

changing its direction, canceling a project that isn’t working. When the recommendation

will be easy for the reader to accept, use the Direct Request pattern of organization from

Module 12 (◀◀ p. 191). If the recommendation is likely to meet strong resistance, the Problem-Solving pattern (◀◀ pp. 191–193) may be more effective.

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356 Unit Six Research, Reports, and Visuals

Summary of Learning Objectives

• Information reports collect data for the reader; analytical reports present and interpret data; recommendation reports recommend action or a solution. (LO 21-1)

• A good purpose statement must make three things clear:

(LO 21-2) • The organizational problem or conflict.

• The specific technical questions that must be answered to

solve the problem.

• The rhetorical purpose (to explain, to recommend, to request,

to propose) the report is designed to achieve.

• A proposal must answer the following questions: (LO 21-3) • What problem are you going to solve?

• How are you going to solve it?

• What exactly will you provide for us?

• Can you deliver what you promise?

• When will you complete the work?

• How much will you charge?

• In a proposal for a class research project, use the following

headings: (LO 21-3) • Problem

• Feasibility

• Audience

• Topics to Investigate

• Methods

• Qualifications

• Work Schedule

• Call to Action

• Use the following pattern of organization for the cover letter for

a sales proposal. (LO 21-3)

1. Catch the reader’s attention and summarize up to three

major benefits you offer.

2. Discuss each of the major benefits in the order in which you

mentioned them in the first paragraph.

3. Deal with any objections or concerns the reader may have.

4. Mention other benefits briefly.

5. Ask the reader to approve your proposal and provide a rea-

son for acting promptly.

• In a proposal for funding, stress the needs your project will

meet. Show how your project helps fulfill the goals of the orga-

nization you are asking to fund it. (LO 21-3) • Hot buttons are issues to which your audience has a strong emo-

tional response. Identify hot buttons by studying your audience’s

preferences and motivations. Then, use the information to help

shape your appeals to the audience. What may seem illogical at first

may, in fact, reveal what the audience’s priorities are. (LO 21-4) • To focus on what you have done and what work remains, orga-

nize a progress report in this way: (LO 21-5) 1. Summarize your progress in terms of your goals and your

original schedule.

2. Under the heading “Work Completed,” describe what you

have already done.

3. Under the heading “Work to Be Completed,” describe the

work that remains.

4. Either express your confidence in having the report ready by

the due date or request a conference to discuss extending the

due date or limiting the project.

• Use positive emphasis in progress reports to create an image of

yourself as a capable, confident worker. (LO 21-5)

Assignments for Module 21

21.1 What three components belong in a purpose statement? (LO 21-2)

21.2 What is an RFP? (LO 21-3)

21.3 How does the RFP relate to the organization of the pro- posal? (LO 21-3)

Questions for Comprehension

21.4 In the budget for a proposal, why isn’t it to your advantage to try to ask for the smallest amount of money possible?

(LO 21-3)

21.5 What should you do if you have information you want to put in a proposal that the RFP doesn’t call for? (LO 21-3)

21.6 How can you learn your audience’s hot buttons? (LO 21-4)

21.7 How do you decide whether to write a chronological, task, or recommendation progress report? (LO 21-5)

Questions for Critical Thinking

21.8 Writing a Proposal for a Student Report (LO 21-3)

Write a proposal to your instructor to do the research for

a formal or informal report. (See Problems 23.9, 23.10,

23.11, 24.8, 24.9, and 24.10.)

The headings and the questions in the section titled

“Proposals for Class Research Projects” are your RFP;

be sure to answer every question and to use the headings

exactly as stated in the RFP. Exception: Where alternate

heads are listed, you may choose one, combine the two

(“Qualifications and Facilities”), or treat them as separate

headings in separate categories.

Exercises and Problems

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Module 21 Proposals and Progress Reports 357

a revised schedule, listing the completion dates for the

activities that remain.

In your last paragraph, either indicate your confidence

in completing the report by the due date or ask for a confer-

ence to resolve the problems you are encountering.

As Your Instructor Directs, Send the e-mail or paper progress report to

a. The other members of your group.

b. Your instructor.

Write a memo summarizing your progress on your report.

In the introductory paragraph, summarize your prog-

ress in terms of your schedule and your goals. Under a

heading titled “Work Completed,” list what you have

already done. (This is a chance to toot your own horn:

If you have solved problems creatively, say so! You can

also describe obstacles you’ve encountered that you have

not yet solved.) Under “Work to Be Completed,” list what

you still have to do. If you are more than two days behind

the schedule you submitted with your proposal, include

21.9 Writing a Chronological Progress Report (LO 21-5)

Send the e-mail or paper progress report to

a. The other members of your group.

b. Your instructor.

Write a memo summarizing your progress on your report in

terms of its tasks.

As Your Instructor Directs,

21.10 Writing a Task Progress Report (LO 21-5)

have not yet solved. In this section, you can also comment

on problems that the group has faced and whether or not

they’ve been solved. You can comment on things that have

gone well and have contributed to the smooth functioning

of the group.

Under “Work to Be Completed,” list what you person-

ally and other group members still have to do. Indicate the

schedule for completing the work.

In your last paragraph, either indicate your confidence

in completing the report by the due date or ask for a confer-

ence to resolve the problems you are encountering.

Write a memo to your instructor summarizing your group’s

progress.

In the introductory paragraph, summarize the group’s

progress in terms of its goals and its schedule, your own

progress on the tasks for which you are responsible, and

your feelings about the group’s work thus far.

Under a heading titled “Work Completed,” list what has

already been done. Be most specific about what you your-

self have done. Describe briefly the chronology of group

activities: number, time, and length of meetings; topics dis-

cussed and decisions made at meetings.

If you have solved problems creatively, say so! You

can also describe obstacles you’ve encountered that you

21.11 Writing a Chronological Progress Report for a Group Report (LO 21-5)

Normally, verb tenses within a sentence, paragraph, and document

should be consistent.

Incorrect: I went to the store yesterday. There, I will buy a new computer, desk, and bookcase. Afterward, I assemble

everything and arrange my new home office.

Correct: I went to the store yesterday. There, I bought a new computer, desk, and bookcase. Afterward, I

assembled everything and arranged my new home

office.

When you have to mix tenses in a document, do so appropri-

ately. The reader must understand the relationship between time

and action throughout your document:

Incorrect: By the time you get to the meeting, I drop off the package at FedEx.

Correct: By the time you get to the meeting, I will have dropped off the package at FedEx.

The correct example uses future perfect tense to indicate action that has not yet occurred, but will prior to your getting to the meeting

(expressed in simple present tense ).

In general, stick to simple verb tenses in business communi-

cation. Standard edited English prefers them. Unless you must

indicate specifically when one action takes place with respect to

another, the simple tenses work fine.

• Use present tense in résumés and job application letters to

describe current job duties; use it in persuasive documents

when you want the reader to feel close to the action.

• Use past tense in résumés and job application letters to describe

previous job duties; use it in correspondence and reports when

action has already occurred.

• Use future tense in messages to describe action that still needs

to be completed—in a progress report, any remaining activities;

in a résumé or job application letter, when you will graduate

from college or complete a job certification program.

Exercises

Fix the verb tense errors in the following sentences.

1. Cason takes the Graduate Record Examination at Sinclair

Community College this past Wednesday.

Mixing Verb Tenses

Polishing Your Prose

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358 Unit Six Research, Reports, and Visuals

2. Norm gains 38 years of experience working with a diverse

range of clients in South and Central America.

3. Prior to working with Locke, Crane, and Bischoff, Natalie

will have worked for Microsoft in Redmond, Washington.

4. If we took a plane to Louisville next Friday, we arrived on

Saturday afternoon.

5. Doubtless, Jeannie will say at the meeting last week, our cus-

tomers expect the best in service.

6. After I get home from the sales meeting in Sarasota, I gave

you a call.

7. Riana Tilden was vice president of OCSEA in 2015, at which

time Denny Chang will become president.

8. George, Deron, and Elissa were planning a surprise party for

Alekanekelo on Friday. Let them know if you can attend.

9. Once I pass my last three classes at Michigan State University,

I received my Masters in Public Administration.

10. As you saw from my résumé, I will have many experiences

from previous jobs that make me an excellent candidate for

this position.

Check your answers to the odd-numbered exercises at the back of the book.

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359

R esearch for a report may be as simple as getting a computer printout of sales for the last

month; it may involve finding online or published material or surveying or interviewing people.

Secondary research retrieves information that someone else gathered. Library research and online

searches are the best-known kinds of secondary research. Primary research gathers new informa-

tion. Surveys, interviews, and observations are common methods for gathering new information for

business reports.

Arguably, research is more important today than ever before. Organizations want reasonable assur-

ances that new ventures will work, governments want to know the best way to use public dollars, and

investors want to know that the companies they own are being managed well. Good research helps.

There are many information resources available today—so much so, the amount can be overwhelming.

The web has made it possible to find information quickly and efficiently, but the problem is that some

of that information is unreliable. It’s critical that researchers rely on reputable sources, and that often

means looking at who did the research and how, and not just how recent it is or how easy it was to

find. The Building a Critical Skill box in this module can help you determine what are good sources.

LEARNING OBJECTIVES

Finding, Analyzing, and Documenting Information

LO 22-1 Apply strategies for print and online information searches.

LO 22-2 Apply strategies for web page evaluation.

LO 22-3 Apply strategies for survey and interview question use.

LO 22-4 Identify respondents for surveys and interviews.

LO 22-5 Analyze information from research.

LO 22-6 Practice common citation styles for research documentation.

Module 22 describes how to collect, analyze, and cite information effectively. After completing

the module, you should be able to

Module

22

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Figure 22.1 Examples of a

Boolean Search

Restaurant or

Fast Food

Employment Rate or

Unemployment

Minimum Wage

Results

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360 Unit Six Research, Reports, and Visuals

How can I find information online and in print? LO 22-1

▶ Learn how to do keyword searches.

Keywords are the terms that the computer searches for in a database or on the web. The ABI/Inform Thesaurus lists synonyms and the hierarchies in which information is arranged in various databases.

At the beginning of a search, use all the synonyms and keywords you can think of. For

example, the report on alternative dispute resolution (▶▶Module 24) used the following search terms:

alternative dispute resolution

ADR

mediation

arbitration

employee grievances

Skim several of the first sources you find; if they use additional or different terms, search

for these new terms as well.

Use a Boolean search ( Figure  22.1 ) to get fewer but more useful hits. For example,

to study the effect of the minimum wage on employment in the restaurant industry, you

might specify

(minimum wage) and (restaurant or fast food) and

(employment rate or unemployment)

Without and, you’d get articles that discuss the minimum wage in general, articles about every aspect of restaurants, and every article that refers to unemployment, even though many of these would not be relevant to your topic. The or calls up articles that use the term fast food but not restaurant. An article that used the phrase food service industry would be eliminated unless it also used the term restaurant.

Use a computer to search for print as well as online sources. Include paper as

well as online sources in your research. Information in many periodicals is checked

before it goes to print; papers in scholarly journals are reviewed by experts before they

are accepted. Thus, print sources are often more credible than web pages, which anyone

can post.

Figures 22.2 , 22.3 , and 22.4 list some of the many resources available.

Splunk is the first “Big Data”

company to go public. It

specializes in scouring vast

amounts of data and mining

it for useful information. In

particular, fields like health

care can benefit from Big

Data mining. When Microsoft

Research scientist Eric Horvitz

and his colleagues analyzed

300,000 emergency room

(ER) visits, for instance, they

discovered that if a patient

stayed in the ER past 14

hours, they were more likely

to be readmitted. With 20%

of patients released from

American hospitals needing to

be readmitted within a month,

the cost to Medicare alone for

inefficiency is $17 billion annually.

Source: Farhad Manjoo, “Big Changes Are Ahead for the

Health Care Industry, Courtesy

of Big Data,” Fast Company,

June 18, 2012, http://www.

fastcompany.com/magazine/167/

big-data-companies-splunk .

Site to See

Go to

www.learnwebskills.com/ search/main.html

Debbie Flanagan offers a

useful tutorial on web search

strategies. Try the web

scavenger hunt to test your

search sophistication.

Go to

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Module 22 Finding, Analyzing, and Documenting Information 361

Figure 22.2 Sources for Electronic Research

These databases are available through many university libraries:

Black Studies on Disc

Business Source Premier (full text for more than 2,800 scholarly business journals in management,

economics, finance, accounting, international business, and more)

ComIndex (indexes and abstracts of journals in communication)

ERIC (research on education and teaching practices in the United States and other countries)

Foreign Trade and Economic Abstracts

GPO on SilverPlatter (government publications)

Handbook of Latin American Studies

LEXIS/NEXIS Services

Newspaper Abstracts

PAIS International—Public Affairs Information Service

Social Sciences Index

Wilson Business Abstracts

Women’s Resources International

Figure 22.3 Sources for Web Research

Subject Matter Directories

AccountingNet

www.accountingnet.com/

Education index

www.educationindex.com

FINWeb

www.finweb.com/finweb.html

Human resource management resources on the Internet

www.hr-guide.com/

International Business Kiosk

www.calintel.org/kiosk

Management and entrepreneurship

www.lib.lsu.edu/bus/managemt.html

The WWW Virtual Library: Marketing

www.knowthis.com

News Sites

BusinessWeek Online

www.businessweek.com

CNN/CNNFN

www.cnn.com (news)

http://money.cnn.com/ (financial news)

National Public Radio

www.npr.org

NewsLink (links to U.S., Canadian, and international newspapers, magazines, and resources online)

http://newslink.org/

The New York Times

www.nytimes.com

(Continued)

Even in the digital age, keeping

paper records is important.

A Florida man convicted of

murder nonetheless was

granted a new trial because

the court stenographer erased

the trial transcript. Though the

stenographer backed up files,

a virus all but obliterated them,

necessitating a new trial.

Source: Katie Kindelan, “Stenographer Error Gives Convicted

Florida Murderer New Trial,” Good

Morning America, January 2, 2012,

http://gma.yahoo.com/blogs/

abc-blogs/stenographer-error-

gives-convicted-florida-murderer-

trial-192006260.html .

According to a research report

by the Joint Center for Political

and Economic Studies, college-

educated African Americans

and Hispanic Americans

making more than $50,000

annually are the fastest growing

segment of Internet users.

When it comes to broadband

use, 94 percent of African

Americans and 98 percent

of Hispanic Americans with

college degrees are online.

Source: Lesly Simmons, “Higher Income Minorities Fastest

Growing Segment of Web

Users,” Black Web 2.0, March 1,

2010, http://www.blackweb20.

com/2010/03/01/higher-income-

minorities-fastest-growing-

segment-of-web-users/ .

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362 Unit Six Research, Reports, and Visuals

Figure 22.4 Print Sources for Research

Indexes:

Accountants’ Index

Business Periodicals Index

Canadian Business Index

Hospital Literature Index

Personnel Management Abstracts

Facts, figures, and forecasts (also check the web):

Almanac of Business and Industrial Financial Ratios

Moody’s Manuals

The Statistical Abstract of the U.S.

U.S. Census reports (also available on the web):

Census of Manufacturers

Census of Retail Trade

International business and government:

Canada Year Book

Dun and Bradstreet’s Principal International Businesses

European Marketing Data and Statistics

Statistical Yearbook of the United Nations

The Wall Street Journal

http://online.wsj.com/

U.S. Government Information

EDGAR Online (SEC’s online database)

www.edgar-online.com

FEDSTATS (links to 70 U.S. government agencies)

www.fedstats.gov

STAT-USA (fast-breaking statistics on U.S. trade and economy)

www.stat-usa.gov

U.S. Census (including Data FERRET)

www.census.gov

U.S. government publications (search databases online)

www.gpoaccess.gov/index.html

U.S. Small Business Administration

www.sbaonline.sba.gov

White House Briefing Room (economic issues)

www.whitehouse.gov/fsbr/esbr.html

Reference Collections

Hoover’s Online (information on more than 13,000 public and private companies worldwide)

www.hoovers.com

Liszt (mailing lists)

www.liszt.com

My Virtual Reference Desk

www.refdesk.com

Web addresses may change. For links to the current URLs, see the BCS website.

Figure 22.3 Sources for Web Research (continued)

Technology is revolutionizing

access to data and research.

One particular widget—a

small computer program

that enhances existing web

applications—compiled data

on the victims of the Haitian

earthquake from among many.

With thousands of people

missing or dead from the

quake, Google’s Person Finder

widget created a portal for

users searching for victims.

Source: Andy Carvin, “Using Google’s Haiti Missing Persons

Widget,” NPR, January 17,

2010, http://www.npr.org/blogs/

inside/2010/01/using_googles_

haiti_missing_pe.html .

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363

How do I write questions for surveys and interviews? LO 22-2

▶ Test your questions to make sure they’re neutral and clear.

A survey questions a large group of people, called respondents or subjects. The easiest way to ask many questions is to create a questionnaire, a written list of questions that people fill out. Figure 22.5 shows an example of a questionnaire. An interview is a struc- tured conversation with someone who will be able to give you useful information. Surveys

and interviews can be useful only if the questions are well designed.

Phrase questions in a way that won’t bias the response. Avoid questions that make

assumptions about your subjects. The question “Does your spouse have a job outside the

home?” assumes that your respondent is married.

Use words that mean the same thing to you and to the respondents. Words like often and important mean different things to different people. Whenever possible, use more objective measures:

Vague: Do you use the web often? Better: How many hours a week do you spend on the web?

Most research projects today include the Internet. However,

don’t rely solely on the Internet for research. Powerful as it

is, the Internet’s just one tool. Your public or school library,

experts in your company, journals and newspapers, and even

information in your files are others.

Finding Web Pages

Use root words to find variations. A root word such as stock followed by the plus sign ( stock   1 ) will yield stock, stocks, stockmarket, and so forth.

Use quotation marks for exact terms. If you want only sites that use the term “business communication,” put quotes

around the term.

Uncapitalize words. Capitalizing words limits your search to sites where the word itself is capitalized; if the word doesn’t

have to be capitalized, don’t.

Some search engines group related sites based on keywords.

Look for these links at the top of your search engine.

If you get a broken or dead link, try shortening the URL.

For example, if www.mirror.com/newinfo/index.html no lon-

ger exists, try www.mirror.com . Then check the site map to see

whether it has the page you want.

Evaluating Web Pages

Anyone can post a website, and no one may check the infor-

mation for accuracy or truthfulness. By contrast, many print

sources, especially academic journals, have an editorial board

that reviews manuscripts for accuracy and truthfulness. The

review process helps ensure that information meets high

standards.

For a list of websites about evaluating information, see

http://www.vuw.ac.nz/staff/alastair_smith/EVALN/EVALN.

HTM

Use reputable sources. Start with sites produced by univer- sities and established companies or organizations. Be aware,

however, that such organizations are not going to post infor-

mation that makes them look bad. To get “the other side of

the story,” you may need to monitor listservs or access pages

critical of the organization. (Search for “consumer opinion” and

the name of the organization.)

Look for an author. Do individuals take “ownership” of the information? What are their credentials? How can you con-

tact them with questions? Remember that “.edu” sites could be

from students not yet expert on a subject.

Check the date. How recent is the information? Check the source. Is the information adapted from other

sources? If so, try to get the original.

Compare the information with other sources. Internet sources should complement print sources. If facts are correct,

you’ll likely find them recorded elsewhere.

Building a Critical Skill

Using the Internet for Research LO 22-2

Site to See

Go to

http://help.surveymonkey. com/app/answers/ detail/a_id/101/~/ tips-on-creating-and- administering-effective- surveys

for tips on how to do surveys.

Go to

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364 Unit Six Research, Reports, and Visuals

Closed questions have a limited number of possible responses. Open questions do not lock the subject into any sort of response. Figure 22.6 gives examples of closed and open

questions. The second question in Figure 22.6 is an example of a Likert-type scale. Closed

questions are faster for subjects to answer and easier for researchers to score. However,

since all answers must fit into chosen categories, they cannot probe the complexities of a

Figure 22.5 A Student Questionnaire

In your introductory ¶ , 1 tell how to return the survey . 2 tell how the information will be used.

Start with easy–to–answer

questions.

Give readers information they need to understand your question.

Using columns gets the survey on one side, saving money in copying and eliminating the

problem of people missing questions on the back. But it leaves almost no room to write in comments.

Branch questions

allow readers to skip

questions.

1. Major __________________________

2. Rank: First Year __________

Sophomore ________

Junior ____________

Senior ____________

3. How important it is to you to have one or

more internships before you graduate?

___ Very important

___ Somewhat important

___ Not important

4. Did you have an internship last summer?

___ Yes ___ No (Skip to Question 6.)

5. What were the most beneficial aspects of

your internship? (Check all that apply.)

___ Work related to my major

___ Likely to get a job offer/got a job offer

___ Chance to explore my interests

___ Made connections

___ Worked with clients

___ Looks good on my résumé

___ Other (Please explain.)

6. How much money did you make last

summer? (Approximate hourly rate,

before taxes)

___________________

❏ Check here if you did not make any

money last summer.

7. For next summer, could you afford to take an

unpaid internship?

___ Yes ___ No

8. For next summer, could you afford to take an

internship paying only the minimum wage?

___ Yes ___ No

9. How important is each of the following criteria

in choosing whether to accept a specific

internship?

Very Some Not

impt. impt. impt.

a. Money ❏ ❏ ❏

b. Prestige of company ❏ ❏ ❏

c. Location near where

you live now ❏ ❏ ❏

d. Quality of mentoring ❏ ❏ ❏

e. Building connections ❏ ❏ ❏

f. Chance of getting a job

with that company ❏ ❏ ❏

g. Gaining experience ❏ ❏ ❏

10. How interested are you in a career in managed

care?

___ Very interested

___ Somewhat interested

___ Not interested

11. Could you take a job in Cleveland next

summer?

___ Definitely

___ Maybe

___ No

12. Have you heard of FFI Rx Managed Care?

___ Yes

___ No

13. I invite any other comments you would like to

make regarding internships.

Thank you for taking the time to answer this survey.

Please return it to the person who gave it to you.

Survey on Internships

Please answer the following questions and return the completed survey to the person who gave it to you.

All information will be confidential and used only for a class project examining the feasibility of

establishing an internship program for a particular business.

Repeat where to turn in or mail completed surveys.

These abbreviations are OK when you survey skilled readers.

Make sure to break

up the lines. Leaving an

extra space makes it

more likely that

the respondent

will check the right

line.

Put directions in parentheses to

separate them from the question itself.

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Module 22 Finding, Analyzing, and Documenting Information 365

subject. You can improve the quality of closed questions by conducting a pretest with open

questions to find categories that matter to respondents.

When you use multiple-choice questions, make sure that only one answer fits in any one

category. In the following example of overlapping categories, a person who worked for a

company with exactly 25 employees could check either a or b. The resulting data would be unreliable.

Figure 22.6 Closed and Open Questions

Closed Questions

Are you satisfied with the city bus service? (yes/no)

How good is the city bus service?

Excellent 5 4 3 2 1 Terrible

Indicate whether you agree or disagree with each of the following statements about city bus

service:

A D The schedule is convenient for me.

A D The routes are convenient for me.

A D The drivers are courteous.

A D The buses are clean.

Rate each of the following improvements in the order of their importance to you (1 5 most

important, 6 5 least important)

_____ Buy new buses.

_____ Increase non-rush-hour service on weekdays.

_____ Provide earlier and later service on weekdays.

_____ Increase service on weekends.

_____ Buy more buses with wheelchair access.

_____ Provide unlimited free transfers.

Open Questions

How do you feel about the city bus service?

Tell me about the city bus service.

Why do you ride the bus? (or, Why don’t you ride the bus?)

What do you like and dislike about the city bus service?

How could the city bus service be improved?

Tough as it might be to fathom,

the U.S. Food and Drug

Administration (FDA) is finally

requiring tobacco companies

to reveal what actually is in

cigarettes. Drug companies

for years have had to reveal

product formulas, but 2010

was the first year the FDA

asked tobacco companies to

do likewise. Among ingredients

in cigarettes are cocoa and

menthol for flavor, but up to

4,000 chemicals, including

60 known carcinogens, may

be present. The Centers

for Disease Control and

Prevention estimate 443,000

deaths, or nearly 1 in 5 deaths,

are attributable annually to

smoking-related diseases.

Source: “What’s in a Cigarette? FDA to Study Ingredients,” January

18, 2010, http://www.cbsnews.

com/stories/2010/01/18/ap/

business/main6111057.shtml ;

and “Smoking and Tobacco

Use Factsheet,” Centers for

Disease Control, downloaded on

February 16, 2010, http://www.

cdc.gov/tobacco/data_statistics/

fact_sheets/health_effects/

effects_cig_smoking/ .

SHOE-NEW BUSINESS © 1999 MacNelly. Distributed by KIng Features Syndicate.

Poor questions yield poor data.

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366 Unit Six Research, Reports, and Visuals

Overlapping Indicate the number of full-time employees in your company categories: on May 16:

_____ a. 0–25

_____ b. 25–100

_____ c. 100–500

_____ d. over 500

Discrete: Indicate the number of full-time employees in your company categories on May 16:

_____ a. 0–25

_____ b. 26–100

_____ c. 101–500

_____ d. over 500

Branching questions direct different respondents to different parts of the questionnaire based on their answers to earlier questions.

10. Have you talked to an academic adviser this year?

yes _____ no _____

(if “no,” skip to question 14.)

Use closed multiple-choice questions for potentially embarrassing topics. Seeing their

own situation listed as one response can help respondents feel that it is acceptable. How-

ever, very sensitive issues are perhaps better asked in an interview, where the interviewer

can build trust and reveal information about himself or herself to encourage the inter-

viewee to answer.

Generally, put early in the questionnaire questions that will be easy to answer. Put ques-

tions that are harder to answer or that people may be less willing to answer (e.g., age and

income) near the end of the questionnaire. Even if people choose not to answer such ques-

tions, you’ll still have the rest of the survey filled out.

If subjects will fill out the questionnaire themselves, pay careful attention to the physi-

cal design of the document. Use indentations and white space effectively; make it easy

to mark and score the answers. Include a brief statement of purpose if you (or someone

else) will not be available to explain the questionnaire or answer questions. Pretest the

questionnaire to make sure the directions are clear. One researcher mailed out a two-page

questionnaire without pretesting it. Twenty-five respondents didn’t answer the questions

on the back of the first page. 1

How do I decide whom to survey or interview? LO 22-4

▶ Use a random sample for surveys, if funds permit.

▶ Use a judgment sample for interviews.

The population is the group you want to make statements about. Depending on the pur- pose of your research, your population might be all Fortune 1000 companies, all business students at your college, or all consumers.

Defining your population correctly is crucial to getting useful information. For example,

Microscan wanted its sales force to interview “customer defectors.” At first, salespeople

Research can reveal unusual

or counterintuitive findings.

Babies born in the fall are

more likely to reach age 100

than those born at other times

of the year. A study at The

Ohio State University found

that the more debt college

students have, the higher their

self-esteem. Asian Americans

once led the U.S. in household

wealth—with a median of

$168,103 in 2005—but

dropped behind European

Americans a few years later

because of the housing market

implosion. Whites now top the

list, with a median household

wealth of $113,149, more

than 20 times the median net

worth of African Americans

and 18 times that of Latino and

Hispanic Americans.

Sources: Catherine de Lange, “Autumn Babies More Likely to

Hit 100,” NewScientist, July 12,

2012, http://www.newscientist.

com/article/dn22054-autumn-

babies-more-likely-to-hit-100.

html ; Liz Goodwin, “The More

Debt College Students Have, the

Higher Their Self Esteem,” June 16,

2011, http://news.yahoo.com/s/

yblog_thelookout/20110616/

us_yblog_thelookout/the-more-

debt-college-students-have-the-

higher-their-self-esteem ; and Hope

Yen, “Wealth Gap Widens Between

Whites, Minorities,” July 26, 2011,

http://news.yahoo.com/wealth-

gap-widens-between-whites-

minorities-040224418.html .

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Module 22 Finding, Analyzing, and Documenting Information 367

assumed that a “defector” was a former customer who no longer bought anything at all. By

that definition, very few defectors existed. But then the term was redefined as customers

who had stopped buying some products and services. By this definition, quite a few defec- tors existed. And the fact that each of them had turned to a competitor for some of what

they used to buy from Microscan showed that improvements—and improved profits—

were possible. 2

Because it is not feasible to survey everyone, you select a sample. If you take a true

random sample, you can generalize your findings to the whole population from which

your sample comes. In a random sample, each person in the population theoretically has an equal chance of being chosen. When people say they did something randomly they often mean without conscious bias. However, unconscious bias exists. Someone pass- ing out surveys in front of the library will be more likely to approach people who seem

friendly and less likely to ask people who seem intimidating, in a hurry, much older

or younger, or of a different race, class, or sex. True random samples rely on random

digit tables, generated by computers and published in statistics texts and books such as

A Million Random Digits. A convenience sample is a group of respondents who are easy to get: students who

walk through the student center, people at a shopping mall, workers in your own unit. Con-

venience samples are useful for a rough pretest of a questionnaire. However, you cannot

generalize from a convenience sample to a larger group.

A judgment sample is a group of people whose views seem useful. Someone inter- ested in surveying the kinds of writing done on campus might ask each department for the

name of a faculty member who cared about writing, and then send surveys to those people.

Judgment samples are often good for interviews, where your purpose is to talk to someone

whose views are worth hearing.

The response rate—the percentage of people who respond—can differ according to

the kind of survey used. According to figures researchers have reported to the Marketing

Research Association, telephone surveys averaged 18% (31% when researchers worked

from a list), door-to-door surveys averaged 53%, face-to-face surveys in malls and other

Since going public in 2012,

Facebook has received greater

scrutiny than ever before. One

revelation is that as much as

8.7% of the site’s billion users

may be fakes or duplicates,

determined by the company

after an internal audit reported

to the Security and Exchange

Commission. A company

called Limited Run stopped

advertising on Facebook after

it claimed that as many as

80% of the clicks it received on

Facebook ads came from bots,

or web robots, rather than

people.

Source: Tim Sprinkle, “The 7 Ugly Truths About Facebook,” August

3, 2012, http://finance.yahoo.com/

blogs/the-exchange/7-ugly-truths-

facebook-180418410.html .

Sharon Lee’s marketing firm,

Look-Look, ferrets out youth

trends. Her sources include

nearly 10,000 14- to 30-year-old

volunteers who upload photos,

send e-mail reports, and use the

firm’s message boards.

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368 Unit Six Research, Reports, and Visuals

locations averaged 38%, and web surveys averaged 34%. Good researchers follow up,

contacting nonrespondents at least once and preferably twice to try to persuade them to

participate in the survey. 3

How should I analyze the information I’ve collected? LO 22-5

▶ Look for answers to your research questions, patterns, and interesting nuggets.

As you analyze your data, look for answers to your research questions and for interesting

nuggets that may not have been part of your original questions but emerge from the data.

Such stories can be more convincing in reports and oral presentations than pages of com-

puter printouts.

Understanding the Source of the Data

If your report is based upon secondary data from library and online research, look at the

sample, the sample size, and the exact wording of questions to see what the data actually

measure. For instance, many polls in the 2004 presidential race showed Americans were

closely divided in their choice of a candidate—so close that the difference often was within

the margin of error. Thus, pollsters could not confidently say whether President George

W.  Bush or Senator John Kerry was in the lead. Because the few points of difference

between candidates could have been mere chance, pollsters then had to find sample sizes

large enough to make poll results meaningful.

Identify the assumptions used in analyzing the data. When Nielsen Media Research

estimates the number of people who view television stations, it must make assumptions:

how well its People Meter actually tracks whether people are watching and how best to

count groups that are hard to measure.

Nielsen recently reported that 18- to 34-year-old males are watching less television,

in part because they spend more time with videogames and DVDs. However, television

networks complained that the company was underreporting this group’s viewing. For

example, they said, Nielsen was not counting young people who leave for college, and

its sample did not include homes with TiVo or other personal video recorders. Thus, the

networks, Nielsen, and advertisers disagree about whether young men are losing interest in

television programming. 4

Evaluating online sources, especially web pages, can be difficult, since anyone can post

pages on the web or contribute comments to chat groups. Check the identity of the writer:

Is he or she considered an expert? Can you find at least one source printed in a respect-

able newspaper or journal that agrees with the web page? If a comment appeared in chat

groups, did others in the group support the claim? Does the chat group include people who

could be expected to be unbiased and knowledgeable? Especially when the issue is contro-

versial, seek out opposing views.

Analyzing Numbers

Many reports analyze numbers—either numbers from databases and sources or numbers

from a survey you have conducted.

If you’ve conducted a survey, your first step is to transfer the responses on the survey

form into numbers. For some categories, you’ll assign numbers arbitrarily. For example,

you might record men as “1” and women as “2”—or vice versa. Such assignments don’t

matter, as long as you’re consistent throughout your project. In these cases, you can report

the number and percentage of men and women who responded to your survey, but you

can’t do anything else with the numbers.

Estimates of how much digital

data is consumed annually are

as high as 9.57 zettabytes,

or a stack of books 5.6 billion

miles high and stretching from

Earth to Neptune more than 20

times. The determination was

made by University of California

at San Diego scientists, who

crunched numbers from the

world’s 27 million business

computer servers. However,

since the estimates use

2008 totals, the most recent

year they were available, the

number could be significantly

higher. Such staggering sums

may mean little to the average

person. When reporter Brian X.

Chen asked passersby in

Brooklyn to define a megabyte,

people spoke in terms of

practicality. Said Miranda

Popkey, “It’s a measure of

how much information you

store. If there are too many of

them, I can’t send my e-mail

attachment.” For the record, a

megabyte is 1,000 kilobytes,

or about one minute of a

downloaded song.

Sources: Catharine Smith, “This Is How Much Information the

World Consumes Each Year,”

April 7, 2011, http://www.

huffingtonpost.com/2011/04/06/

world-information-

consumption_n_845806.html ;

and Brian X. Chen, “A Ballooning

Megabyte Budget,” The New

York Times, April 8, 2012, http://

www.nytimes.com/2012/04/09/

technology/how-to-budget-

megabytes-becomes-more-urgent-

for-users.html?pagewanted=all .

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Confirming pages

Module 22 Finding, Analyzing, and Documenting Information 369

When you have numbers for salaries or other figures, start by figuring the average,

or mean, the median, and the range. The average or mean is calculated by adding up all the figures and dividing by the number of samples. The median is the number that is exactly in the middle. When you have an odd number of observations, the median

will be the middle number. When you have an even number, the median will be the

average of the two numbers in the center. The range is the high and low figures for that variable.

Finding the average takes a few more steps when you have different kinds of data.

For example, it’s common to ask respondents whether they find a feature “very impor-

tant,” “somewhat important,” or “not important.” You might code “very important” as “3,”

“somewhat important” as “2,” and “not important” as “1.” To find the average in this kind

of data,

1. For each response, multiply the code by the number of people who gave that response.

2. Add up the figures.

3. Divide by the total number of people responding to the question.

For example, suppose you have surveyed 50 people about the features they want in a

proposed apartment complex.

The average gives an easy way to compare various features. If the party house averages

2.3 while extra parking for guests is 2.5, you know that your respondents would find extra

parking more important than a party house. You can now arrange the factors in order of

importance:

Table 4. “How Important Is Each Factor to You in Choosing an Apartment?”

n 5 50; 3 5 “Very Important”

Extra parking for guests 2.5

Party house 2.3

Pool 2.2

Convenient to bus line 2.0

Often it’s useful to simplify numerical data: round it off and combine similar elements.

Then you can see that one number is about 2½ times another. Charting it can also help you

see patterns in your data. Look at the raw data as well as at percentages. For example, a

50% increase in shoplifting incidents sounds alarming—but an increase from two to three

shoplifting incidents sounds well within normal variation.

Analyzing Words

If your data include words, try to find out what the words mean to the people who said

them. Respondents to Whirlpool’s survey of 180,000 households said that they wanted

“clean refrigerators.” After asking more questions, Whirlpool found that what people

really wanted were refrigerators that looked clean, so the company developed models with textured fronts and sides to hide finger-prints.

5 Also try to measure words against numbers.

When he researched possible investments, Peter Lynch found that people in mature indus-

tries were pessimistic, seeing clouds. People in immature industries saw pie in the sky,

even when the numbers weren’t great. 6

Look for patterns. If you have library sources, on which points do experts agree? Which

disagreements can be explained by early theories or numbers that have now changed? By

different interpretations of the same data? Having different values and criteria? In your

interviews and surveys, what patterns do you see?

• Have things changed over time?

• Does geography account for differences?

• What similarities do you see?

With $1.44 being the average

savings per coupon and

assuming it takes a minute to

clip it, shoppers are saving at

the rate of $86.40 per hour,

tax-free. Saving $25 a week will

net $1,200 a year, or more than

$100,000 over a typical lifetime.

Source: Brett Arends, “Doing the Math on Coupons,” February 11,

2010, http://customsites.yahoo.

com/financiallyfit/finance/article-

108816-4123-3-how-to-save-100-

in-an-hour?ywaad=ad0035 .

Instant Replay

Three Kinds of Samples

In a random sample, each person in the population has

an equal chance of being

chosen. A convenience sample is a group of respondents who are easy to

get. A judgment sample is a group of people whose views

seem useful.

With the world watching,

Greek triple jumper Paraskevi

Papachristou tweeted a racist

joke that got her expelled from

the 2012 Summer Games.

A week later, Swiss soccer

player Michel Morganella

tweeted racist and threatening

messages against South

Koreans and was likewise sent

packing. Both later apologized,

but Papachristou was initially

defiant. Measure the impact

of words carefully, especially

those hurled at other people

and at their expense.

(continued)

I R

Three Kinds

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370 Unit Six Research, Reports, and Visuals

• What differences do you see?

• What confirms your hunches?

• What surprises you?

Checking Your Logic

Don’t confuse causation with correlation. Causation means that one thing causes or pro- duces another. Correlation means that two things happen at the same time. One might cause the other, but both might be caused by a third.

For example, suppose that you’re considering whether to buy cell phones for every-

one in your company, and suppose that your surveys show that the people who cur-

rently have cell phones are, in general, more productive than people who don’t use cell

phones. Does having a cell phone lead to higher productivity? Perhaps. But perhaps

productive people are more likely to push to get cell phones from company funds,

while less productive people are more passive. Perhaps productive people earn more

and are more likely to be able to buy their own cell phones if the organization doesn’t

provide them.

Consciously search for at least three possible causes for each phenomenon you’ve

observed and at least three possible solutions for each problem. The more possibilities you

brainstorm, the more likely you are to find good options. In your report, mention all of the

possibilities; discuss in detail only those that will occur to readers and that you think are

the real reasons and the best solutions.

When you have identified patterns that seem to represent the causes of the problem or

the best solutions, check these ideas against reality. Can you find support in the quotes or

in the numbers? Can you answer counterclaims? If you can, you will be able to present

evidence for your argument in a convincing way.

If you can’t prove the claim you originally hoped to make, modify your conclusions to

fit your data. Even when your market test is a failure, you can still write a useful report.

• Identify changes that might yield a different result (e.g., selling the product at a lower

price might enable the company to sell enough units).

• Discuss circumstances that may have affected the results.

• Summarize your negative findings in progress reports to let readers down gradually and

to give them a chance to modify the research design.

• Remember that negative results aren’t always disappointing to the audience. For

example, the people who commissioned a feasibility report may be relieved to have an

impartial outsider confirm their suspicions that a project isn’t feasible. 7

How should I document sources? LO 22-6

▶ Use MLA or APA format.

The two most widely used formats for endnotes and bibliographies in reports are those

of the Modern Language Association (MLA) and the American Psychological Associa-

tion (APA). Figure 22.7 shows the MLA and APA formats for books, government docu-

ments, journal and newspaper articles, online sources, and interviews. In 2009, MLA Style

changed to include such terms as “Print,” “Web,” or “E-mail” in documentation, and it no

longer requires URLs to be included.

In a good report, sources are cited and documented smoothly and unobtrusively.

C itation means attributing an idea or fact to its source in the body of the report: for example, “According to the 2000 Census . . .” or “Jane Bryant Quinn argues that. . . .” Cit-

ing sources demonstrates your honesty, enhances your credibility, and protects you from

charges of plagiarism. Documentation means providing the bibliographic information readers would need to go back to the original source. Note that citation and documentation

are used in addition to quotation marks. If you use the source’s exact words, you’ll use

American businesses spent

$125.9 billion on employee

training in 2009 alone, but

little research exists on what

the return on investment is

for much of the training. For

“tangible” workshops, where

specific skills are taught in

areas like sales and product

knowledge, measuring results

is easier than in “intangible”

workshops, where broader

skills are taught in areas

like leadership and team

effectiveness. More than 90%

of Fortune 500 CEOs surveyed

said they are most interested

in learning the business impact

of employee training, but less

than 10% saw that currently

happening in their company.

Source: Gary M. Stern, “Company Training Programs: What Are They

Really Worth?” Fortune, May 27,

2011, http://management.fortune.

cnn.com/2011/05/27/company-

training-programs-what-are-they-

really-worth/ .

Sources: Alon Harish, “Greek Jumper Expelled from Olympic

Team for Racist Tweet,” ABC

News, July 25, 2012, http://

abcnews.go.com/International/

greek-olympic-jumper-expelled-

racist-tweet-defenders-flock/

story?id=16856393#.UB_

J001lR55 ; and “Swiss Olympic

Team Expels Player for Racist

Tweet,” July 31, 2012, http://

sports.espn.go.com/espn/

wire?section=oly&id=8214115 .

(continued)

Instant Replay

Analyzing Numbers

The average or mean is calculated by adding up all

the figures and dividing by

the number of samples. The

median is the number that is exactly in the middle. The

range is the high and low figures for that variable.

I R

Analyzing N

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MLA Style

MLA internal citation gives the author’s last name and page number in parentheses in the text for facts as well as for quotations (Gilsdorf and Leonard 470). If the author’s name is used in the sentence, only the page number is given in parentheses. A list of WORKS CITED gives the full bibliographic documentation, arranging the entries alphabetically by the first author’s last name.

Article in a Periodical Gilsdorf, Jeanette, and Don Leonard. “Big Stuff, Little Stuff: A Decennial Measurement of Executives’ and Academics’ Reactions to Questionable Usage Elements.” The Journal of Business Communication 38 (2001): 448-75. Print.

McCartney, Scott. “Why a Baseball Superstar’s Megacontract Can Be Less than It Seems.” The Wall Street Journal, 27 Dec. 2000: B1+. Print.

Article from an Edited Book Killingsworth, M. Jimmie, and Martin Jacobsen. “The Rhetorical Construction of Environmental Risk Narratives in Government and Activist Websites: A Critique.” Narrative and Professional Communication. Eds. Jane M. Perkins and Nancy Blyler. Stamford, CT: Ablex. 1999. 167-77. Print.

Give authors’, editors’

names as printed in

the source. Spell out editors’ names. Join with “and.”

Give state when city is not well known.

First name first for second author

Put quotation marks around title of article.

Italicize title of journal, magazine, or newspaper.

Use a “plus” when pages are discontinuous.

Capitalize all major words in titles of articles, books, journals, magazines, and newspapers.

Omit “4” in “475.”

Comma

Volume number

,

Article from a Publication on the Web Greengard, Samuel. “Scoring Web Wins.” Business Finance Magazine. May 2001. Web. 12 July 2010.

Book Cross, Geoffrey A. Forming the Collective Mind: A Contextual Exploration of Large-Scale Collaborative Writing in Industry. Creskill, NJ: Hampton Press, 2001. Print.

Book or Pamphlet with a Corporate Author Citibank. Indonesia: An Investment Guide. [Jakarta:] Citibank, 1994. Print.

E-mail message Kaczmarek, Stephen Kyo.“ Planned Revisions for Module 12.” Message to Marith Adams. 17 Dec. 2009. E-mail. Government Document United States. Sen. Special Committee on Aging. Long-Term Care: States Grapple with Increasing Demands and Costs. 107th Cong., 1st sess. Washington, DC: GPO, 2001. Print.

Government Document Available on the Web from the GPO Access Database United States. General Accounting Office. Aviation Security: Terrorist Acts Demonstrate Urgent Need to Improve Security at the Nation’s Airports. Testimony before the Committee on Commerce, Science, and Transportation, U.S. Senate (GAO-01-1162T). 20 Sept. 2001. Web. 20 Dec. 2011.

Put in square brackets information known to you but not printed in source.

Date after city and publisher

Abbreviate long months. day month year

Omit state when city is well known. Abbreviate

“Government Printing Office.”

Confirming pages

Module 22 Finding, Analyzing, and Documenting Information 371

Figure 22.7 MLA and APA Formats for Documenting Sources

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Figure 22.7 MLA and APA Formats for Documenting Sources (Continued)

Date you accessed posting

Date of posting

Interview Conducted by the Researcher Drysdale, Andrew. Telephone interview. 12 Apr. 2009.

Posting to a Listserv Dietrich, Dan. “Re: Course on Report and Proposal Writing.” BizCom Discussion Group, 31 Aug. 2002. Web. 23. Dec. 2011.

Website American Express Company. Creating an Effective Business Plan. American Express Company, 2001. Web. 20 Dec. 2010.

APA internal citation gives the author’s last name and the date of the work in parentheses in the text. A comma separates the author’s name from the date (Gilsdorf & Leonard, 2001). The page number is given only for direct quotations (Cross, 2001, p. 74). If the author’s name is used in the sentence, only the date is given in parentheses. A list of REFERENCES gives the full bibliographic documentation, arranging the entries alphabetically by the first author’s last name.

Article in a Periodical Gilsdorf, J., & Leonard, D. (2001). Big stuff, little stuff: A decennial measurement of executives’ and academics’ reactions to questionable usage elements. The Journal of Business Communication, 38, 439-475.

McCartney, S. (2000, December 27). Why a baseball superstar’s megacontract can be less than it seems. The Wall Street Journal, p. B1, B3.

Article in an Edited Book Killingsworth, M. J., & Jacobsen, M. (1999). The rhetorical construction of environmental risk narratives in government and activist websites: A critique. In J. M. Perkins & N. Blyler (Eds.), Narrative and professional communication (pp. 167-177). Stamford, CT: Ablex.

Article from a Publication on the Web Greengard, S. (2001, May). Scoring web wins. Business Finance Magazine. p. 37. Retrieved July 12, 2010, from Article.cfm? IssueID=348&ArticleID=13750

Book Cross, G. A. (2001). Forming the collective mind: A contextual exploration of large-scale collaborative writing in industry. Creskill, NJ: Hampton Press.

Book or Pamphlet with a Corporate Author Citibank. (1994). Indonesia: An investment guide. [Jakarta:] Author.

Ampersands join names of co-authors, co-editors.

no punctuation after URL

Initials only Italicize title of book.

Put in square brackets information known to you but not printed in document.

Indicates that the organization authoring document also published it

comma

As of 2009, MLA Style no longer requires URLs in documentation. However, indicate the basic type of publication.

last name first

no “pp.” when journal has a volume numberItalicize volume.

Editors before book title

Repeat “1” in 177. Give state when

city is not well known.

Separate discontinuous pages with comma and space.

Year (period outside parenthesis). No quotes around title of article

Capitalize all major words in title of journal, magazine, or newspaper.

Editors’ names

have last names

last.

In titles of articles and books capitalize only 1 first word, 2 first word of subtitle, 3 proper nouns.

http://www.businessfinancemag.com/archives/appfiles/

APA Style

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372 Unit Six Research, Reports, and Visuals

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Figure 22.7 MLA and APA Formats for Documenting Sources (Continued)

E-Mail Message [Identify e-mail messages in the text as personal communications. Give name of author and as specific a date as possible. Do not list in References.]

Government Document Senate Special Committee on Aging. (2001). Long-term care: States grapple with increasing demands and costs. Hearing before the Special Committee on Aging, Senate, One Hundred Seventh Congress, first session, hearing held in Washington, DC, July 11, 2001 (Doc ID: 75-038). Washington, DC: U.S. Government Printing Office.

No abbreviations

APA uses periods for “U.S.”Document number

Government Document Available on the Web from the GPO Access Database U.S. General Accounting Office. (2001, September 20.) Aviation security: Terrorist acts demonstrate urgent need to improve security at the nation’s airports. Testimony before the Committee on Commerce, Science, and Transportation, U.S. Senate (GAO-01- 1162T). Retrieved December 20, 2011, from General Accounting Office ReportsOnline via GPO Access: http://www.gao.gov/new.items/d011162t.pdf

Interview Conducted by the Researcher [Identify interviews in the test as personal communications. Give name of interviewee and as specific a date as possible. Do not list in References.]

Posting to a Listserv [Identify messages on listservs to which one must subscribe in the text as personal communications. Give name of author and as specific a date as possible. Do not list in References.]

Website American Express. (2001). Creating an effective business plan. Retrieved August 31, 2010, from the World Wide Web: http://home3.americanexpress.com/smallbusiness/ tool/biz_plan/index.asp

Date you visited site

Keep “http://”

No punctuation Break long

Web address at a slash or other punctuation mark.

Copyright or update date

Comma

Confirming pages

Module 22 Finding, Analyzing, and Documenting Information 373

the name of the person you’re citing and quotation marks in the body of the report; you’ll

indicate the source in parentheses and a list of References or Works Cited. If you put the

source’s idea into your own words, or if you condense or synthesize information, you don’t

need quotation marks, but you still need to tell whose idea it is and where you found it.

Indent long quotations on the left and right to set them off from your text. Indented quo-

tations do not need quotation marks; the indentation shows the reader that the passage is a

quote. Because many readers skip quotes, always summarize the main point of the quota-

tion in a single sentence before the quotation. End the sentence with a colon, not a period,

because it introduces the quote.

Interrupt a quotation to analyze, clarify, or question it.

Use square brackets around words you add or change to clarify the quote or make it fit

the grammar of your sentence. Omit any words in the original source that are not essential

for your purposes. Use ellipses (spaced dots) to indicate omissions.

Site to See

Go to

http: //owl.english.purdue. edu /owl /

for advice on how to use APA

and MLA citation styles.

Go to

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Assignments for Module 22

Confirming pages

374 Unit Six Research, Reports, and Visuals

Summary of Learning Objectives

• Keywords are the terms that the computer searches for in a database or on the web. At the beginning of a search, use all

of the synonyms and keywords you can think of. Skim several

of the first sources you find; if they use additional or different

terms, search for these other terms as well. (LO 22-1) • To decide whether to use a website as a source in a research

project, evaluate the site’s authors, objectivity, information, and

revision date. (LO 22-2) • A survey questions a large group of people, called respondents

or subjects. A questionnaire is a written list of questions that people fill out. An interview is a structured conversation with someone who will be able to give you useful information.

(LO 22-3) • Closed questions have a limited number of possible responses.

Open questions do not lock the subject into any sort of response. Branching questions direct different respondents to

different parts of the questionnaire based on their answers to

earlier questions. (LO 22-3) • In a random sample, each person in the population theoreti-

cally has an equal chance of being chosen. Only in a random

sample is the researcher justified in inferring that the results

from the sample are also true of the population from which the

sample comes. A convenience sample is a group of subjects who are easy to get. A judgment sample is a group of people whose views seem useful. (LO 22-4)

• Causation means that one thing causes or produces another. Cor- relation means that two things happen at the same time. One might cause the other, but both might be caused by a third. (LO 22-5)

• Citation means attributing an idea or fact to its source in the body of the report. Documentation means providing the biblio-

graphic information readers would need to go back to the origi-

nal source. (LO 22-6)

Exercises and Problems

22.8 Evaluating websites (LO 22-2)

Evaluate seven websites related to the topic of your report.

For each, consider

• Author(s)

• Objectivity

• Information

• Revision date

Based on these criteria, which sites are best for your report?

Which are unacceptable? Why?

As Your Instructor Directs, a. Share your results with a small group of students.

b. Present your results in a memo to your instructor.

c. Present your results to the class in an oral presentation.

Evaluate each of the following questions. Are they accept-

able as they stand? If not, how can they be improved?

a. Questionnaire on grocery purchases.

1. Do you usually shop at the same grocery store? a. Yes

b. No

2. How much is your average grocery bill?

a. Under $25

b. $25–50

c. $50–100

d. $100–150

e. Over $150

22.9 Evaluating Survey Questions (LO 22-3)

22.1 What is the difference between open and closed questions? (LO 22-3)

22.2 What is the difference between the mean and the median? (LO 22-5)

22.3 What is the difference between correlation and causation? (LO 22-5)

Questions for Comprehension

22.4 How do you decide whether a website is an acceptable source for a report? (LO 22-2)

22.5 Why do you need to know the exact way a question was phrased before using results from the study as evidence?

(LO 22-3)

22.6 Why should you test a questionnaire with a small group of people before you distribute it? (LO 22-3)

22.7 Why should you look for alternate explanations for your findings? (LO 22-5)

Questions for Critical Thinking

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Confirming pages

Module 22 Finding, Analyzing, and Documenting Information 375

Low High

Ability to communicate 1 2 3 4 5

Leadership ability 1 2 3 4 5

Public presentation skills 1 2 3 4 5

Selling ability 1 2 3 4 5

Teamwork capability 1 2 3 4 5

Writing ability 1 2 3 4 5

22.10 Designing Questions for an Interview or Survey (LO 22-3)

Submit either a one- to three-page questionnaire or ques-

tions for a 20- to 30-minute interview AND the information

listed below for the method you choose.

Questionnaire 1. Purpose(s), goal(s)

2. Subjects (who, why, how many)

3. How and where to be distributed

4. Rationale for order of questions, kinds of questions,

wording of questions

Interview 1. Purpose(s), goal(s)

2. Subject (who and why)

3. Proposed site, length of interview

4. Rationale for order of questions, kinds of questions,

wording of questions, choice of branching or follow-up

questions

As Your Instructor Directs, a. Create questions for a survey on one of the following

topics:

• Survey students on your campus about their knowl-

edge of and interest in the programs and activities

sponsored by a student organization.

• Survey workers at a company about what they like

and dislike about their jobs.

• Survey people in your community about their will-

ingness to pay more to buy products using recycled

materials and to buy products that are packaged with

a minimum of waste.

• Survey students and faculty on your campus about

whether adequate parking exists.

• Survey two groups on a topic that interests you.

b. Create questions for an interview on one of the f ollowing

topics:

• Interview an international student about the form of

greetings and farewells, topics of small talk, forms

of politeness, festivals and holidays, meals at home,

size of families, and roles of family members in his

or her county.

• Interview the owner of a small business about the

problems the business has, what strategies the

owner has already used to increase sales and prof-

its and how successful these strategies were, and the

owner’s attitudes toward possible changes in prod-

uct line, decor, marketing, hiring, advertising, and

money management.

• Interview someone who has information you need

for a report you’re writing.

b. Survey on technology

1. Would you generally welcome any technological

advancement that allowed information to be sent and

received more quickly and in greater quantities than

ever before?

2. Do you think that all people should have free access

to all information, or do you think that information

should somehow be regulated and monitored?

c. Survey on job skills

How important are the following skills for getting and

keeping a professional-level job in U.S. business and

industry today?

Using MLA requires two steps: gathering all the information you

need and then applying it correctly. MLA documentation uses

• The full names of all authors; the full names of editors of an

edited book.

• The title and subtitle (if any).

• The title of the edited book or journal, for articles within books

and journals.

• For books: city of publication (with state if not well known),

publisher, and year of publication.

• For articles in popular periodicals: the date of publication, in as

much detail as the periodical gives, and the page on which the

article starts.

• For articles in scholarly periodicals: the volume and year and

beginning and ending page numbers.

• The specific page(s) on which you find the fact(s) you cite or

the sections you quote.

Using MLA Style requires that you look closely at the order

of words and at punctuation marks. For example, when you use a

Using MLA Style

Polishing Your Prose

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376 Unit Six Research, Reports, and Visuals

short quote (39 words or fewer), the period of your sentence goes

outside the parentheses with the page number. In a long indented

quote (40 words or more), the parentheses with the page number

follows the period at the end of the sentence.

In 2009, MLA Style changed to include such terms as “Print,”

“Web,” or “E-mail” in documentation, and it no longer requires

URLs to be included. For more details on how to use MLA Style,

see Figure 22.7 or http://owl.english.purdue.edu/owl/ .

Exercises

Identify and correct the errors in MLA format in the following

Works Cited items.

1. Jonathan B. Wight, interview by Stephen K. Kaczmarek, 04 July

2004.

2. “Report Cards on Governance,” by Lauren Young, in Busi-

nessWeek. 6/13/05. Pages 86–87.

3. O’Rourke, P. J. “The CEO of the Sofa.” Copyright 2001.

P ublished by Atlantic Monthly Press in New York City, USA.

4. Ameeta Patel and Lamar Reinsch, Companies Can Apolo-

gize: Corporate Apologies and Legal Liability, Business Communication Quarterly, March 2003, Volume Number 66, Issue Number 1. P. 9–25.

5. EPA. “An Office Building Occupant’s Guide to Indoor Air

Quality.” August 1, 2009. www.epa.gov/iaq/pubs/occupgd.html .

6. July 25, 2012. E-mail message from me.

7. Kaczmarek, Stephen K. and Locker, Kitty O., “Business Com-

munication: Building Critical Skills.” 5th Edition. McGraw-Hill/

Irwin. Boston. 2011.

8. Thea Singer; Can Business Still Save the World?; “Inc.” April

2001. Pp. 58–71.

9. U. of Nebraska. (2004). Husker Fever Card. Retrieved June

20, 2012 from the Internet: http://www.huskerfevercard.com .

10. A Business Call with Adams, Marith, on December 17, 2011.

Check your answers to the odd-numbered exercises at the back of the book.

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377

Short Reports

LEARNING OBJECTIVES

W henever you have a choice, write a short report rather than a long one. Never put information

in reports just because you have it or just because it took you a long time to find it. Instead,

choose the information that your reader needs to make a decision. Should you need to write a longer

report, however, the types of reports described here could still be used and expanded. Module 24

provides the key principles for writing a long report.

One report writer was asked to examine a building that had problems with heating, cooling, and

air circulation. The client who owned the building wanted quick answers to three questions: What

should we do? What will it cost? When will it pay for itself? The client wanted a three-page report with

a seven-page appendix showing the payback figures. 1 When Susan Kleimann studied reply forms for

a hotel, its managers said they didn’t want to read a report. So Kleimann limited the “report” to an

executive summary with conclusions and recommendations. Everything else went into appendixes. 2

Short reports normally use letter or memo format.

LO 23-1 Select patterns for short business report organization.

LO 23-2 Apply strategies for short business report organization.

LO 23-3 Apply principles for good business report style.

LO 23-4 Apply strategies for specific and polite question use.

Module 23 can help you to write the best short reports. After completing the module, you should be

able to

23

Module

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378 Unit Six Research, Reports, and Visuals

Do different kinds of reports use different patterns of organization? LO 23-1

▶ Yes. Work with the readers’ expectations.

Informative, feasibility, and justification reports will be more successful when you work

with the readers’ expectations for that kind of report.

Informative and Closure Reports

An informative or closure report summarizes completed work or research that does not result in action or recommendation.

Informative reports often include the following elements:

• Introductory paragraph summarizing the problems or successes of the project. • Chronological account of how the problem was discovered, what was done, and what

the results were.

• Concluding paragraph with suggestions for later action. In a recommendation report, the recommendations would be based on proof. In contrast, the suggestions in a closure

or recommendation report are not proved in detail.

Figure 23.1 presents this kind of informative report.

Feasibility Reports

Feasibility reports evaluate several alternatives and recommend one of them. (Doing nothing or delaying action can be one of the alternatives.)

Feasibility reports normally open by explaining the decision to be made, listing the

alternatives, and explaining the criteria. In the body of the report, each alternative will be

evaluated according to the criteria. Discussing each alternative separately is better when

one alternative is clearly superior, when the criteria interact, and when each alternative is

indivisible. If the choice depends on the weight given to each criterion, you may want to

discuss each alternative under each criterion.

Whether your recommendation should come at the beginning or the end of the report

depends on your reader. Most readers want the “bottom line” up front. However, if the

reader will find your recommendation hard to accept, you may want to delay your recom-

mendation till the end of the report when you have given all your evidence.

Justification Reports

Justification reports recommend or justify a purchase, investment, hiring, or change in policy. If your organization has a standard format for justification reports, follow that for-

mat. If you can choose your headings and organization, use this pattern when your recom-

mendation will be easy for your reader to accept:

1. Indicate what you’re asking for and why it’s needed. Because the reader has not asked for the report, you must link your request to the organization’s goals.

2. Briefly give the background of the problem or need. 3. Explain each of the possible solutions. For each, give the cost and the advantages and

disadvantages.

4. Summarize the action needed to implement your recommendation. If several people will be involved, indicate who will do what and how long each step will take.

5. Ask for the action you want.

General Motors (GM) decided

to stop advertising with

Facebook after it could

no longer justify the cost.

According to GM, the third-

biggest U.S. advertiser

across all media, paid ads on

Facebook seemed to have had

little impact on car purchases.

Kia Motors Corporation also

questioned the effectiveness of

Facebook ads, but like Subaru,

it plans to keep advertising with

the company.

Source: Sharon Terlep, Suzanne Vranica, and Shayndi Raice, “GM

Says Facebook Ads Don’t Pay Off,”

The Wall Street Journal, May 16,

2012, http://online.wsj.com/article/

SB1000142405270230419270457

7406394017764460.html .

Site to See

Go to

http://www.nwcdc. coop/Resources/ OBCFeasibilityReport.pdf

for a copy of the Northwest

Co-Operative Development

Center’s Feasibility Report on

biodiesel fuel production and

distribution.

Go to

loc03261_ch23_377-391.indd 378loc03261_ch23_377-391.indd 378 1/4/13 3:38 PM1/4/13 3:38 PM

Figure 23.1 An Informative Memo Report Describing How Local Government Solved a Problem

April 20, 2013

To: Doug Perrin, Human Resources Director

From: Tamalyn Sykes, Staff Training and Development Manager

Subject: Workplace Violence Awareness Training at the Commissioners’ Office

Three months ago, the Commissioners’ Office began to offer workplace violence awareness training to all 1,200 Jefferson County employees under its direct authority. The program was held to reduce employee concerns about the possibility of a hostage situation similar to the one in October at the State Workers’ Compensation building next to the county courthouse.

In this report, I will explain the need for the program, as well as its structure and cost.

Need for Workplace Violence Awareness Training

On October 11, 2010, county employees were shocked to learn of a hostage situation at the State Workers’ Compensation building. A 41-year-old man, frustrated that his final benefits appeal had been rejected and facing home foreclosure, walked into a 15th-floor office with a handgun and took five people hostage. He demanded to see the account manager who had denied his original claim.

When the account manager stepped out of her office, she was shot twice by the man, who then turned the gun on himself. Both died. Later, questions abounded: How could the man have entered the building with a handgun? What could have been done to prevent violence? What emergency procedures were in place to protect staff? Why did building security fail to respond soon enough to prevent violence?

In the weeks that followed, many county employees expressed concern to supervisors that they felt vulnerable—after all, if it happened next door, it could happen here. Calls to the county’s Employee Assistance Program for counseling tripled. Supervisors also noted drops in employee attendance; one supervisor reported that half of her staff called off work the week after the shooting.

Purpose and scope of report.

par First agr aph

summarizes main

points.

Informal short reports u se

letter or memo format.

Triple–space before heading.

Double–space between paragraphs within heading.

Capitalize first letter of

major words in heading.

Use your organization’s culture

to decide whether to list titles.

Talking heads tell reader what to

expect in each section.

Reason training is

needed.

Specific impact on

organization.

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Module 23 Short Reports 379

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Figure 23.1 An Informative Memo Report Describing How Local Government Solved a Problem (continued)

Workplace Violence Awareness Training 2 April 20, 2013

Structure and Cost of Training

At the November 20 General Session, the Commissioners approved a proposal to initiate workplace violence awareness training to address employee concerns. I then wrote and published the requisite RFP for services, and three training organizations responded with bids. New Horizons Training Services submitted the lowest and best bid.

The Commissioners hired New Horizons to provide 11 training sessions for 100–150 persons each. Sessions were held in the courthouse auditorium twice weekly starting January 7. While managers were allowed to schedule employees for sessions at their discretion, training was mandatory for all 1,200 employees. Employees on vacation or sick leave were required to attend a special “make-up” training session held at New Horizons’ headquarters in March.

The two-and-a-half-hour training sessions consisted of three parts: • A one-hour video on general issues related to workplace violence. • A one-hour panel discussion led by New Horizons’ staff and featuring members of the county’s security department and crisis management team (videotaped for the make-up session.) • A half-hour question-and-answer session that included a written evaluation of the program.

At the end, the county’s “Action Plan” booklet for dealing with workplace violence was distributed. The plan includes emergency telephone numbers, evacuation procedures, an overview of public safety measures at the courthouse, and directions on what to do in a hostage situation.

The total cost for the sessions was $11,500: $1,000 for each session at the courthouse and $500 for the make-up session held at New Horizons’ headquarters.

Employee feedback about the program was overwhelmingly positive.

Bold headings.

Double– space

between paragraphs.

Indented lists

provide visual

variety.

Be sure to double–

check numbers.

Short subject (or reader’s name) Page number Date

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380 Unit Six Research, Reports, and Visuals

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Alissa Kozuh analyzes the words

customers type in on the search

feature at www.nordstrom.com .

She’s found five patterns;

customers key in particular

items (“shoes”), trends (“leopard

prints”), departments from the

bricks-and-mortar stores (“Brass

Plum,” the juniors department),

designer names, and special

occasions (“prom”). The changes

she suggested for the site based

on her research increased web

sales 32%.

Confirming pages

Module 23 Short Reports 381

If the reader will be reluctant to grant your request, use this variation of the problem-

solving pattern described in Module 12:

1. Describe the organizational problem (which your request will solve). Use specific examples to prove the seriousness of the problem.

2. Show why easier or less expensive solutions will not solve the problem. 3. Present your solution impersonally. 4. Show that the disadvantages of your solution are outweighed by the advantages. 5. Summarize the action needed to implement your recommendation. If several people

will be involved, indicate who will do what and how long each step will take.

6. Ask for the action you want.

How much detail you need to give in a justification report depends on your reader’s

knowledge of and attitude toward your recommendation and on the corporate culture.

Many organizations expect justification reports to be short—only one or two pages. Other

organizations may expect longer reports with much more detailed budgets and a full dis-

cussion of the problem and each possible solution.

What are the basic strategies for organizing information? LO 23-2

▶ Try one of these seven patterns.

Seven basic patterns for organizing information are useful in reports:

1. Comparison/contrast.

2. Problem-solution.

3. Elimination of alternatives.

4. General to particular or particular to general.

Site to See

Go to

www.siemens.com/ sustainability/en/ sustainability/reporting/ current_reporting.htm

for a copy of Siemens’ 2011

Sustainability Report.

Go to

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382 Unit Six Research, Reports, and Visuals

5. Geographic or spatial.

6. Functional.

7. Chronological.

Any of these patterns can be used for a whole report or for only part of it.

1. Comparison/Contrast

Comparison/contrast takes up each alternative in turn, discussing strengths and weak-

nesses. Feasibility studies usually use this pattern.

A variation of the divided pattern is the pro and con pattern. In this pattern, under each specific heading, give the arguments for and against that alternative.

Whatever information comes second will carry more psychological weight. This pat-

tern is least effective when you want to deemphasize the disadvantages of a proposed

solution, for it does not permit you to bury the disadvantages between neutral or positive

material.

A report recommending new plantings for a university quadrangle uses the pro and con

pattern:

Advantages of Monocropping

High Productivity

Visual Symmetry

Disadvantages of Monocropping

Danger of Pest Exploitation

Visual Monotony

2. Problem-Solution

Identify the problem; explain its background or history; discuss its extent and seriousness;

identify its causes. Discuss the factors (criteria) that affect the decision. Analyze the advan-

tages and disadvantages of possible solutions. Conclusions and recommendations can go

either first or last, depending on the preferences of your reader. This pattern works well

when the reader is neutral.

A report recommending ways to eliminate solidification of a granular bleach during

production uses the problem-solution pattern:

Recommended Reformulation for Vibe Bleach

Problems in Maintaining Vibe’s Granular Structure

Solidifying during Storage and Transportation

Customer Complaints about “Blocks” of Vibe in Boxes

Why Vibe Bleach “Cakes”

Vibe’s Formula

The Manufacturing Process

The Chemical Process of Solidification

Modifications Needed to Keep Vibe Flowing Freely

3. Elimination of Alternatives

After discussing the problem and its causes, discuss the impractical solutions first, show- ing why they will not work. End with the most practical solution.

Younger people today are

weighing the pros and cons of

whether to own or rent a wide

variety of consumer goods,

going beyond housing to

include the furniture in it. Even

the traditional auto purchase or

lease is competing with hourly

auto rentals by companies like

Zipcar, part of a $1.8 billion

annual industry. There are

advantages and disadvantages

to each, and the Center for

Housing Policy’s Jeffrey Lubell

points out the opportunity cost

of renting instead of buying:

“What you are seeing is a delay

in all the kinds of decisions that

require a long-term financially

stable future.

Source: Caroline Fairchild, “Recession Generation Opts to

Rent Not Buy Houses to Cars,”

August 8, 2012, http://www.

bloomberg.com/news/2012-08-08/

recession-generation-opts-to-rent-

not-buy-houses-to-cars.html .

Site to See

Go to

http://164.109.37.240/pt/ about/events/2012dbir/

for the Verizon Business

Risk Team’s 2012 Data

Breach Investigations

Report, complete with

recommendations.

Go to

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Module 23 Short Reports 383

This pattern works well when the solutions the reader is likely to favor will not work,

while the solution you recommend is likely to be perceived as expensive, intrusive, or

radical.

A report on toy commercials eliminates alternatives:

The Effect of TV Ads on Children

Camera Techniques Used in TV Advertisements

Alternative Solutions to Problems in TV Toy Ads

Leave Ads Unchanged

Mandate School Units on Advertising

Ask the Industry to Regulate Itself

Give FCC Authority to Regulate TV Ads Directed at Children

4. General to Particular or Particular to General

General to particular starts with the problem as it affects the organization or as it manifests

itself in general and then moves to a discussion of the parts of the problem and solutions

to each of these parts. Particular to general starts with the problem as the audience defines

it and moves to larger issues of which the problem is a part. Both are good patterns when

you need to redefine the reader’s perception of the problem in order to solve it effectively.

The directors of a student volunteer organization, VIP, have defined their problem as

“not enough volunteers.” After studying the subject, the writer is convinced that problems

in training, the way work is structured, and campus awareness are responsible both for a

high drop-out rate and a low recruitment rate. The general to particular pattern helps the

audience see the problem in a new way:

Why VIP Needs More Volunteers

Why Some VIP Volunteers Drop Out

Inadequate Training

Feeling that VIP Requires too Much Time

Feeling that the Work Is too Emotionally Demanding

Why Some Students Do Not Volunteer

Feeling that VIP Requires too Much Time

Feeling that the Work Is too Emotionally Demanding

Preference for Volunteering with Another Organization

Lack of Knowledge about VIP Opportunities

How VIP Volunteers Are Currently Trained

Time Demands on VIP Volunteers

Emotional Demands on VIP Volunteers

Ways to Increase Volunteer Commitment and Motivation

Improving Training

Improving the Flexibility of Volunteers’ Hours

Providing Emotional Support to Volunteers

Providing More Information about Community Needs and VIP Services

5. Geographic or Spatial

In a geographic or spatial pattern, you discuss problems and solutions by units by their

physical arrangement. Move from office to office, building to building, factory to factory,

state to state, region to region, and so on.

Is earning a college degree a

good alternative to just going

straight into the workforce?

According to a 2012

Georgetown University report,

despite some majors being

more employable than others,

“extensive research, ours

included, finds that a college

degree is still worth it.” Hard

Times, Not All College Degrees

are Created Equal states the

unemployment rate for people

without a college degree is

more than double that of

people with a degree.

Source: Lisa Manterfield, “College Degrees That Hiring Managers

Love,” downloaded on August 9,

2012, at http://education.yahoo.

net/articles/degrees_with_job_

potential.htm?kid 5 1MNC6 .

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384 Unit Six Research, Reports, and Visuals

Reprinted with permission of CartoonStock.com , www.cartoonstock.com .

A sales report uses a geographic pattern of organization:

Sales Have Risen in the European Economic Community

Sales Have Fallen Slightly in Asia

Sales Are Steady in North America

6. Functional

In functional patterns, discuss the problems and solutions of each functional unit. For

example, a report on a new plant might divide data into sections on the costs of land and

building, on the availability of personnel, on the convenience of raw materials, and so forth.

A government report might divide data into the different functions an office performed,

taking each in turn.

A strategy report for a political party uses a functional pattern of organization:

Current Makeup of the Senate

Senate Seats Open in 2010

Seats Held by a Democratic Incumbent

Races in Which the Incumbent Has a Commanding Lead

Races in Which the Incumbent Is Vulnerable

Seats Held by a Republican Incumbent

Races in Which the Incumbent Has a Commanding Lead

Races in Which the Incumbent Is Vulnerable

Seats Where No Incumbent Is Running

With 60% of employers looking

at credit reports for some

or all job candidates, states

are beginning to pass laws

against the practice. California

is among 7 states now

banning companies from

doing credit checks in some

capacity, and 19 other states

have legislation pending. Still,

some research suggests a

correlation between bad credit

and on-the-job problems, with

one study suggesting nearly

a third of employees with

self-reported credit problems

stole, accepted bribes, or did

other “counterproductive work

behavior.

Source: Annamaria Andriotis, “Hire Hopes for Job Seekers with

Dodgy Credit,” The Wall Street

Journal: Smart Money, February

3, 2012, http://www.smartmoney.

com/plan/careers/hire-hopes-

for-job-seekers-with-dodgy-

credit-1328036148030/.

In any form, good reports always provide enough details for audiences to make sound decisions.

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Module 23 Short Reports 385

7. Chronological

A chronological report records events in the order in which they happened or are planned

to happen.

Many progress reports are organized chronologically:

Work Completed in October

Work Planned for November

Should I use the same style for reports as for other business documents? LO 23-3

▶ Yes, with three exceptions

The advice about style in Modules 15 and 16 also applies to reports, with three exceptions:

1. Use a fairly formal style, without contractions or slang. 2. Avoid the word you. In a document to multiple audiences, it will not be clear who you

is. Instead, use the company name.

3. Include in the report all the definitions and documents needed to understand the recommendations. The multiple audiences for reports include readers who may consult the document months or years from now. Explain acronyms and abbreviations the first

time they appear. Explain the history or background of the problem. Add as appendixes

previous documents on which you build.

The following points apply to any kind of writing, but they are particularly important

in reports.

1. Say what you mean.

2. Tighten your writing.

3. Use blueprints, transitions, topic sentences, and headings to make your organization

clear to your reader.

Let’s look at each of these principles as they apply to reports.

1. Say What You Mean

Not-quite-right word choices are particularly damaging in reports, which may be skimmed

by readers who know very little about the subject. Putting the meaning of your sentence in

the verbs will help you say what you mean.

Vague: My report revolves around the checkout lines and the methods used to get price checks when they arise.

Better: My report shows how price checks slow checkout lines and recommends ways to reduce the number of price checks needed.

Sometimes you’ll need to completely recast the sentence.

Incorrect: The first problem with the incentive program is that middle managers do not use good interpersonal skills in implementing it. For example, the hotel chef openly ridicules

the program. As a result, the kitchen staff fear being mocked if they participate in the

program.

Better: The first problem with the incentive program is that some middle managers undercut it. For example, the hotel chef openly ridicules the program. As a result, the kitchen staff

fear being mocked if they participate in the program.

Instant Replay

Seven Ways to Organize

Information

1. Comparison/contrast

2. Problem-solution

3. Elimination of alternatives

4. General to particular or

particular to general

5. Geographic or spatial

6. Functional

7. Chronological

“Finely Textured Lean Beef,”

more commonly known as

“pink slime,” got the attention

of consumers recently when it

was revealed that the filler was

in 70% of the ground beef sold

at supermarkets. Once used

only for dog food and cooking

oils, pink slime comes from

the most contaminated parts

of the cow but is simmered

and treated with ammonia gas

to kill germs. Regardless of

which term is more meaningful

to people, if they’ve eaten a

hamburger in the past few

years, chances are they’ve

sampled the filler.

Source: “Is Pink Slime in the Beef at Your Grocery Store?” ABC News,

March 8, 2012, http://abcnews.

go.com/blogs/headlines/2012/03/

is-pink-slime-in-the-beef-at-your-

grocery-store/ .

I R

Seven Ways

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386

2. Tighten Your Writing

Eliminate unnecessary words, use gerunds and infinitives, combine sentences, and reword

sentences to cut the number of words.

Wordy: Campus Jewelers’ main objective is to increase sales. Specifically, the objective is to double sales in the next five years by becoming a more successful business.

Better: Campus Jewelers’ objective is to double sales in the next five years.

3. Use Blueprints, Transitions, Topic Sentences, and Headings

Blueprints are overviews or forecasts that tell the reader what you will discuss in a section or in the entire report. Make your blueprint easy to read by telling the reader how many

points there are and numbering them. In the following example, the first sentence in the

revised paragraph tells the reader to look for four points; the numbers separate the four

points clearly. This overview paragraph also makes a contract with readers, who now

expect to read about tax benefits first and employee benefits last.

Asking Specific and Polite Questions LO 23-4

Building a Critical Skill

Learning to ask the right question the right way is a critical skill in business. Good business communicators use specificity and

politeness.

Specificity

Vague questions often result in vague or rambling answers.

Therefore, make sure you ask the right question for the kind of

answer you want. To get a short answer,

• Give simple choices:

When you work extra hours, would you prefer overtime pay

or comp time (the same number of hours off)?

• Ask the real question.

Not: When do you want to meet? But: Which day is best for you to meet?

• Ask for a quantifiable or measurable response, such as

facts, dates, statistics, and so forth.

What percentage of our customers are repeat business?

When you want longer, more qualitative answers, make your

question specific enough for your audience to understand what

you’re asking:

• Start with one of the five Ws or H: who, what, where,

when, why, or how.

• Add concrete language that invites a qualified response:

What reservations do you have about my proposal?

Why do you want to work for this firm?

Politeness

Politeness is a matter of timing, tone, language, and culture (◀◀ Module 3). Remember that when and how you ask the question

are almost as important as the question itself. To increase your

chances of not offending anyone,

• Use timing. Don’t assault people with questions the moment they arrive or get up to leave. If someone is upset,

give him or her time to calm down. Avoid questions when

it’s obvious someone doesn’t want to answer them.

• Keep questions to a minimum. Review all the resources at your disposal first to see if the answers are there.

• Avoid embarrassing or provocative questions. Even if you are comfortable discussing such issues, don’t assume other people are.

• Avoid language that implies doubt, criticism, or suspicion.

Rude: You don’t really think you can handle this project, do you?

Polite: How do you feel about managing this project?

• Use you-attitude and empathy. Try to look at situations from the other person’s point of view, particularly if a con-

flict is involved.

Because culture affects the rules of politeness—and culture

changes—keep abreast of what is and isn’t acceptable in soci-

ety. Remember that different cultures have different concepts

of politeness.

Instant Replay

Report Style

Reports use the same style

as other business documents,

with three exceptions:

1. Reports use a more formal

style than do many letters

and memos.

2. Reports rarely use the word

you.

3. Reports should be

self-explanatory.

I R

Report Style

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Module 23 Short Reports 387

Paragraph Employee Stock Ownership Programs (ESOPs) have several advantages. without They provide tax benefits for the company. ESOPs also create tax numbers: benefits for employees and for lenders. They provide a defense against

takeovers. In some organizations, productivity increases because workers

now have a financial stake in the company’s profits. ESOPs are an attractive

employee benefit and help the company hire and retain good employees.

Revised Employee Stock Ownership Programs (ESOPs) provide four benefits. paragraph First, ESOPs provide tax benefits for the company, its employees, with and lenders to the plan. Second, ESOPs help create a defense against numbers: takeovers. Third, ESOPs may increase productivity by giving workers a

financial stake in the company’s profits. Fourth, as an attractive employee

benefit, ESOPs help the company hire and retain good employees.

Transitions are words, phrases, or sentences that tell the reader whether the discussion is continuing on the same point or shifting points.

There are economic advantages, too.

(Tells the reader that we are still discussing advantages but that we have now moved to

economic advantages.)

An alternative to this plan is . . .

(Tells reader that a second option follows.)

These advantages, however, are found only in A, not in B or C.

(Prepares reader for a shift from A to B and C.)

A topic sentence introduces or summarizes the main idea of a paragraph. Readers who skim reports can follow your ideas more easily if each paragraph begins with a

topic sentence.

Hard to read Another main use of ice is to keep the fish fresh. Each (no topic sentence): of the seven kinds of fish served at the restaurant requires one gallon

twice a day, for a total of 14 gallons. An additional 6 gallons a day are

required for the salad bar.

Better (begins Twenty gallons of ice a day are needed to keep food fresh. with topic Of this, the biggest portion (14 gallons) is used to keep sentence): the fish fresh. Each of the seven kinds of fish served at the restaurant

requires one gallon twice a day (7  3  2  5  14). An additional 6 gallons a

day are required for the salad bar.

Headings are single words, short phrases, or complete sentences that indicate the topic in each section. A heading must cover all of the material under it until the next heading.

For example, Cost of Tuition cannot include the cost of books or of room and board. You can have just one paragraph under a heading or several pages. If you do have several pages

between headings, you may want to consider using subheadings. Use subheadings only

when you have two or more divisions within a main heading.

Topic headings focus on the structure of the report. As you can see from the following example, topic headings give very little information.

Recommendation

Problem

Situation 1

Situation 2

Causes of the Problem

Background

Cause 1

Cause 2

Recommended Solution

Disorganization in writing

often causes problems for

readers, but disorganization in

general can cause problems

in business. A survey of

18,000 executives by Express

Employment Professionals

found that more than half said

they lose nine hours a week

on the job due to a lack of

organization. Disorganized

employees who earn $50,000

annually can cost companies

$11,000 a year in lost hours.

Source: Janis Petrini, “Business Leaders Lose Hours to

Disorganization,” July 7, 2012,

http://www.corpmagazine.com/

management/human-resources/

itemid/5887/business-leaders-lose-

hours-to-disorganization .

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388 Unit Six Research, Reports, and Visuals

Talking heads, in contrast, tell the reader what to expect. Talking or informative heads, like those in the examples in this chapter, provide an overview of each section and of the

entire report:

Recommended Reformulation for Vibe Bleach

Problems in Maintaining Vibe’s Granular Structure

Solidifying during Storage and Transportation

Customer Complaints about “Blocks” of Vibe in Boxes

Why Vibe Bleach “Cakes”

Vibe’s Formula

The Manufacturing Process

The Chemical Process of Solidification

Modifications Needed to Keep Vibe Flowing Freely

Headings must be parallel (◀◀ p. 74), that is, they must use the same grammatical structure. Subheads must be parallel to each other but do not necessarily have to be parallel

to subheads under other headings.

Summary of Learning Objectives

• For informative or closure reports, include: (LO 23-1) • An introductory paragraph summarizing problems or

successes.

• A chronological account of how the problem was discov-

ered, what was done, and what the results were.

• A concluding paragraph with suggestions for action.

• For feasibility reports, include: (LO 23-1) • An opening with explanations of the decision to be made, alter-

natives, and criteria.

• A body discussing each alternative.

• A conclusion with a recommendation. The recommendation

could also come at the beginning if that’s where the reader

wants it.

• For justification reports, include: (LO 23-1) • An indication of what you’re asking for and why.

• A brief discussion on the background of the problem.

• An explanation for each possible solution.

• A summary of the action needed to implement your

recommendation.

• A call for action.

• For reluctant readers, use a variation of the problem- solving

pattern described in Module 12 for justification reports.

(LO 23-1) • Comparison/contrast takes up each alternative in turn. The

pro and con pattern divides the alternatives and discusses the arguments for and against that alternative. A problem-solving report identifies the problem, explains its causes, and ana- lyzes the advantages and disadvantages of possible solutions.

Elimination identifies the problem, explains its causes, and dis- cusses the least practical solutions first, ending with the one the

writer favors. General to particular begins with the problem as it affects the organization or as it manifests itself in general,

then moves to a discussion of the parts of the problem and solu-

tions to each of these parts. Particular to general starts with specific aspects of the problem, then moves to a discussion

of the larger implications of the problem for the organization.

Geographic or spatial patterns discuss the problems and solu- tions by units. Functional patterns discuss the problems and solutions of each functional unit. (LO 23-2)

• Reports use the same style as other business documents, with

three exceptions: (LO 23-3) 1. Reports use a more formal style than do many letters and

memos.

2. Reports rarely use the word you. 3. Reports should be self-explanatory.

• To create good report style, (LO 23-3) 1. Say what you mean.

2. Tighten your writing.

3. Use blueprints, transitions, topic sentences, and headings.

• Headings are single words, short phrases, or complete sen- tences that cover all of the material under a heading until the

next heading. Informative or talking heads tell the reader what to expect in each section. (LO 23-3)

• Learning to ask the right question the right way is a critical

skill in business. Avoid vague questions. Give simple choices if

you want a short answer and specific information if you want a

longer answer. Be polite. Time your message for the appropri-

ate moment, keep questions to a minimum, avoid embarrassing

questions, and avoid language that implies doubt or criticism.

Use you-attitude and empathy. (LO 23-4)

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Module 23 Short Reports 389

Assignments for Module 23

23.1 What are the seven basic patterns for organizing informa- tion? (LO 23-1)

23.2 What is a blueprint? (LO 23-4)

23.3 What is a talking head? (LO 23-4)

Questions for Comprehension

23.4 Why shouldn’t you put all the information you have into a report? (LO 23-1, LO 23-2)

23.5 Why do reports often use a more formal style than other business documents? (LO 23-4)

23.6 Why should you avoid you in reports? (LO 23-4)

23.7 Why are topic sentences especially useful in reports? (LO 23-4)

Questions for Critical Thinking

Write a report explaining the “best practices” of the unit

where you work that could also be adopted by other units in

your organization.

Exercises and Problems

23.8 Explaining “Best Practices” (LO 23-1 to LO 23-4)

Write a report recommending an action that your unit or

organization should take. Address your report to the person

who would have the power to approve your recommenda-

tion. Possibilities include

• Hiring an additional worker for your department.

Survey two groups of people on a topic that interests you.

Possible groups are men and women, people in business and

in English programs, younger and older students, students

and townspeople. Nonrandom samples are acceptable.

As Your Instructor Directs, a. Survey 40 to 50 people.

b. Team up with your classmates. Survey 50 to 80 people if

your group has two members, 75 to 120 people if it has

three members, 100 to 150 people if it has four mem-

bers, and 125 to 200 people if it has five members.

c. Keep a journal during your group meetings and submit

it to your instructor.

d. Write a memo to your instructor describing and evaluat-

ing your group’s process for designing, conducting, and

writing up the survey. (◀◀ See Module 18 on working and writing in groups.)

As you conduct your survey, make careful notes about

what you do so you can use this information when you

write up your survey. If you work with a group, record who

does what.

Use complete memo format. Your subject line should

be clear and reasonably complete. Omit unnecessary

words such as “Survey of.” Your first paragraph serves as

an introduction, but it needs no heading. The rest of the

body of your memo will be divided into four sections with

the following headings: Purpose, Procedure, Results,

and Discussion.

• Making your organization more family friendly.

• Making a change that will make the organization more

efficient.

• Making changes to improve accessibility for customers

or employees with disabilities.

In your first paragraph, briefly summarize (not neces-

sarily in this order) who conducted the experiment or sur-

vey, when it was conducted, where it was conducted, who

the subjects were, what your purpose was, and what you

found out.

In your Purpose section, explain why you conducted the survey. What were you trying to learn? Why did this

subject seem interesting or important?

In your Procedure section, describe in detail exactly what you did.

In your Results section, first tell whether your results supported your hypothesis. Use both visuals and words to

explain what your numbers show. (▶▶ See Module 25 on how to design visuals.) Process your raw data in a way that

will be useful to your reader.

In your Discussion section, evaluate your survey and discuss the implications of your results. Consider these

questions:

1. Do you think a scientifically valid survey would have

produced the same results? Why or why not?

2. Were there any sources of bias either in the way the

questions were phrased or in the way the subjects were

chosen? If you were running the survey again, what

changes would you make to eliminate or reduce these

sources of bias?

3. Do you think your subjects answered honestly and com-

pletely? What factors may have intruded? Is the fact that

23.9 Recommending Action (LO 23-1 to LO 23-4)

23.10 Writing Up a Survey (LO 23-1 to LO 23-4)

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390 Unit Six Research, Reports, and Visuals

you did or didn’t know them, were or weren’t of the

same sex relevant?

4. What causes the phenomenon your results reveal? If

several causes together account for the phenomenon, or if

it is impossible to be sure of the cause, admit this. Identify

possible causes and assess the likelihood of each.

5. What action should be taken?

The discussion section gives you the opportunity to ana-

lyze the significance of your survey. Its insight and origi-

nality lift the otherwise well-written memo from the ranks

of the merely satisfactory to the ranks of the above-average

and the excellent.

23.11 Writing a Report Based on Your Knowledge and Experience (LO 23-1 to LO 23-4)

Write a report on one of the following topics.

1. What should a U.S. or Canadian manager know about

dealing with workers from ______ [you fill in the country

or culture]? What factors do and do not motivate people

in this group? How do they show respect and deference?

Are they used to a strong hierarchy or to an egalitarian

setting? Do they normally do one thing at once or many

things? How important is clock time and being on time?

What factors lead them to respect someone? Age? Expe-

rience? Education? Technical knowledge? Wealth? Or

what? What conflicts or miscommunications may arise

between workers from this culture and other workers

due to cultural differences? Are people from this culture

pretty similar in these beliefs and behaviors, or are there

lots of variation?

2. Describe an ethical dilemma encountered by workers in

a specific organization. What is the background of the

situation? What competing loyalties exist? In the past,

how have workers responded? How has the organization

responded? Have “whistle-blowers” been rewarded or

punished? What could the organization do to foster ethi-

cal behavior?

3. Describe a problem or challenge encountered by an

organization where you’ve worked. Show why it needed

to be solved, tell who did what to try to solve it, and tell

how successful the efforts were. Possibilities include

• How the organization is implementing work teams,

downsizing, or a change in organizational culture.

• How the organization uses e-mail or voice mail, sta-

tistical process control, or telecommuting.

• How managers deal with stress, make ethical choices,

or evaluate subordinates.

• How the organization is responding to changing U.S.

demographics, the Americans with Disabilities Act,

international competition and opportunities, or chal-

lenges from dot.com companies.

Being concise in business writing means using only necessary words to make your point, without sacrificing politeness or clarity.

Wordy sentences may confuse or slow readers:

Wordy: All of our employees at Haddenfield and Dunne should make themselves available for a seminar

meeting on the 5th of August, 2010, at 10 o’clock

in the morning. Please make sure you come to the

conference room on the 2nd Floor of the Main

Complex.

Concise: Please plan to attend a seminar at 10 AM on August 5 in the Main Complex 2nd Floor conference room.

Being concise does not mean eliminating necessary informa-

tion. Sometimes you’ll have to write longer sentences to be clear.

Nor does tightening your writing mean using short, choppy

sentences.

Choppy: We have a new copier. It is in the supply room. Use it during regular hours. After 5 PM, it will be shut

down.

Concise: A new copier is available in the supply room for use before 5 PM.

Use Concrete Words.

Instead of vague nouns and verbs with strings of modifiers, use

specifics.

Vague: The person who drops off packages talked about the subject of how much to charge.

Concrete: The delivery person discussed fees.

Avoid Vague or Empty Modifiers.

Words like very, some, many, few, much, kind of/sort of, and so forth usually can be cut.

Cut Redundant Words or Phrases.

Don’t say the same thing twice. Cease and desist, first and fore- most, the newest and latest, official company policy, 24 stories tall, said out loud, and return the form back to me are all redundant.

Avoid Unnecessarily Complex Constructions.

Instead of the bid that won the contract, use the winning bid.

Being Concise

Polishing Your Prose

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Module 23 Short Reports 391

Stick to Simple Verb Tenses.

Standard edited English prefers them. Instead of “I have been attending the University of Michigan” use “I attend the Univer- sity of Michigan.” Instead of “By 2006, I will have completed my junior year” use “I will be a senior by 2006.”

Exercises

Rewrite the following sentences to make them concise.

1. It is very much in the best interest of our business, Sam Chen

said out loud, to make our company’s buildings at least three

stories tall.

2. Please find attached the required and necessary paperwork

forms to be completed by yourself at the earliest of your

convenience.

3. Take this release to Andrea, please. Ask her to sign it. Bring it

back to me. Get it back by 5 p.m.

4. There are a very many people who are kind of aware of the

possibility that we may well decide to enter the Asian market.

5. Heather Ansel said out loud that she is planning to come to

the event on March the 19th where our celebration for the year

will be enjoyed at a formal dinner.

6. First and foremost it is of the utmost importance that we return

the proofed copy to the people who are doing the graphic

design as quickly as is humanly possible.

7. At about 11:34 a.m., Margaret Kim e-mailed to inform those

of us working as a team on the project that we had been

awarded a contractual obligation with Tanner, Dempsey, and

Mihalek.

8. We should cease and desist at once all official company cor-

respondence with the company that supplies our wholesale

goods and services until we determine if it has complied with

our official company policies and so forth.

9. I have been attending classes in the field of business at the

community college which is local and close to the building at

where I am currently employed and my office therein.

10. Derek stopped by at about 1:22 p.m. He wanted to discuss

something. He was concerned about our merger with Addi-

son, Plymouth and Partners. He thought we should do the due

diligence again. Derek started some of the work. He is a very

responsible executive.

Check your answers to the odd-numbered exercises at the back of the book.

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392

Long Reports

F ormal reports are distinguished from informal letter and memo reports by their length and by

their components. A full formal report may (but does not have to) contain all of the following

components:

Cover

Title Page

Letter of Transmittal

Table of Contents

List of Illustrations

Executive Summary

Report Body

Module

24

LEARNING OBJECTIVES

LO 24-1 Organize time for report writing.

LO 24-2 Apply strategies for report section writing.

LO 24-3 Compare and contrast formats and styles for long reports.

By following the advice in Module 24, you can develop strong skills for writing long reports. After

completing the module, you should be able to

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Audiences will appreciate your organizing reports around the information they actually want and need.

Reprinted with permission of CartoonStock.com , www.cartoonstock.com .

Confirming pages

Module 24 Long Reports 393

Introduction (Usually has subheadings for Purpose and Scope; may also have Limita-

tions, Assumptions, and Methods.)

Background/History of the Problem (Serves as a record for later readers of the report.)

Body (Presents and interprets data in words and visuals. Analyzes causes of the prob-

lem and evaluates possible solutions. Specific headings will depend on the topic of the

report.)

Conclusions (Summarizes main points of report.)

Recommendations (Recommends actions to solve the problem. May be combined with

Conclusions; may be put before body rather than at the end.)

References or Works Cited (Documents or sources cited in the report.)

Appendixes (Provide additional materials that the careful reader may want: transcript

of an interview, copies of questionnaires, tallies of all the questions, computer print-

outs, previous reports.)

I’ve never written anything so long. How should I organize my time? LO 24-1

▶ Write parts as soon as you can.

▶ Spend most of your time on sections that support your recommendations.

Figure 24.1 shows how you might allocate your time in writing a long report.

To use your time efficiently, think about the parts of the report before you begin writing.

Much of the Introduction comes from your proposal with only minor revisions: Purpose,

Scope, Assumptions, and Methods.

The bibliography from your proposal can form the first draft of your References or

Works Cited.

Save a copy of your questionnaire or interview questions to use as an appendix. As

you tally and analyze the data, prepare an appendix summarizing all the responses to your

questionnaire, your figures and tables, and a complete list of References or Works Cited.

You can write the Title Page and the Letter of Transmittal as soon as you know what

your recommendation will be.

Innovative annual reports

include that of Austria Solar—

the report’s text and graphics

are invisible until sunlight

hits them. It was designed

by Cosimo Moller, whose

inspiration came when sunlight

“was shining on my notepad

and was reflected so intensely

that I wasn’t able to read my

words anymore. So, the idea

was born: Does it work the

other way around?”

Source: Tim Nudd, “Solar Company’s Annual Report Is

Visible Only in Sunlight,” AdWeek,

February 27, 2012, http://www.

adweek.com/adfreak/solar-

companys-annual-report-visible-

only-sunlight-138584 .

Site to See

Go to

www.graphis.com/cfe/ online/100bestannualrepo rts2012/

for Graphis’ Top 100 Annual

Reports winners.

Go to

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Rev.confirming pages

394 Unit Six Research, Reports, and Visuals

After you’ve analyzed your data, write the Executive Summary, the Report Body, and

the Conclusions and Recommendations. Prepare a draft of the table of contents and the list

of illustrations.

When you write a long report, list all the sections (headings) that your report will have.

Mark those that are most important to your reader and your proof, and spend most of your

time on them. Write the important sections early. That way, you won’t spend all your time

on Background or History of the Problem. Instead, you’ll get to the meat of your report.

How do I create each of the parts of a formal report? LO 24-2

▶ Follow the example here.

As you read each of the following sections, you may want to turn to the corresponding

pages of the long report in Figure  24.2 to see how the component is set up and how it

relates to the total report.

Figure 24.1 Allocating Time in Writing a Report (Your time may vary.)

Report recommending alternative dispute resolution. Total time: 80 hours

Planning 40 hours

Conduct research, following proposal.

Evaluate and analyze data.

Answer the PAIBOC questions (◀◀ Module 1).

Think about document design (◀◀ Module 5).

Organize the message.

Writing 20 hours

Draft the report.

Draft the visuals (▶▶ Module 25).

Prepare appendixes.

Draft PowerPoint slides.

Revising 20 hours

Reread draft of report and visuals.

Measure draft against PAIBOC questions, proposal, and principles of business

communication.

Revise draft.

Ask for feedback on recommendations, report design, visuals, and slides.

Revise draft based on feedback.

Edit document, visuals, and slides to catch grammatical errors.

Run spell-check.

Proof by eye.

Initial or sign.

Make the necessary copies.

Submit the report.

Present results orally.

Analyzing report data helps

organizations to strategize.

Orbitz, for instance, found

Apple users spend as much as

30% more per night on hotels

than PC users, so anyone

searching the site with a Mac

gets pricier options. A lack

of career coaching hinders

corporate advancement for

women, or so a report by

consulting firm McKinsey and

Company determined. Only 11

Fortune 500 CEOs are women,

and better career coaching

may help more ambitious

executives. “By increasing the

number of women who make

it from middle management

to the vice presidential level,

corporations could vastly

improve the odds for building

diversity in top management,”

the report contends. Bain

and Company found a

third of colleges are on an

unsustainable financial path.

The firm’s controversial study

reviewed endowments and

other assets, hit hard by the

financial downturn of the past

few years. Another conclusion?

Administrative expenditures

are also culprits. “In no other

industry would overhead costs

be allowed to grow at this

rate—executives would lose

their jobs,” the report argues.

Sources: Dana Mattioli, “On Orbtiz, Mac Users Steered to Pricier

Hotels,” The Wall Street Journal,

June 26, 2012, http://online.wsj.

com/article/SB10001424052702

3044586045774888226673258

82.html ; JoAnn Lublin, “Coaching

Urged for Women,” The Wall Street

Journal, April 4, 2011, http://online.

wsj.com/article/SB100014240527

48704530204576237203974840

800.html ; and Goldie Blumenstyk,

“One-Third of Colleges Are on a

Financially ‘Unsustainable’ Path,

Bain Study Finds,” The Chronicle

of Higher Education, July 23, 2012,

http://chronicle.com/article/One-

Third-of-Colleges-Are-on/133095/ .

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Why Shepherd Greene Industries Should Develop an ADR Program to Handle

Employment Disputes

Prepared for

Mr. Richard Yang Director

Legal Department Shepherd Greene Industries

Worthington, OH 43235

Prepared by

Anwar Abbe Candice Call

Heather Driscoll Tony Yang

Columbus State Community College Columbus, OH 43215

December 10, 2012

10 – 14 spaces

10 – 14 spaces

Center each line.

Use a large font. This is 18-point.

Center each line.

Name of reader job title, organization city, state, Zip code.

City, state, Zip code.

Date report is released.

4 – 10 spaces

No punctuation. Double–space.

No punctuation. Double–space.

Change to 12-point type.

1 – 2"12

1 – 2"12

Name(s) of writer(s).

Figure 24.2 A Long Report

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Module 24 Long Reports 395

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550 East Town Street

Apartment 201

Columbus, OH 43210

December 10, 2012

Mr. Richard Yang

Director

Legal Department

Shepherd Greene Industries

3241 Corporate Center Way

Worthington, OH 43235

Dear Mr. Yang:

Enclosed is the report you requested in October on whether Shepherd Greene Industries should

adopt an Alternative Dispute Resolution (ADR) program. We believe it should. An ADR

program can

• Clear our cluttered court system of cases which can be settled by other means. • Reduce costs of litigating employee grievances. • Reduce the amount of time required to settle disputes. • Increase employee morale by involving employees in the dispute resolution process.

Shepherd Greene should conduct further research to determine which ADR plan to adopt,

involve the union in deciding which plan to use, support the plan financially, and pilot the plan

for a year.

The Air Force already uses ADR. Adopting an ADR program will both enhance the stability of

Shepherd Greene’s workforce and create another point of similarity between the Air Force and

Shepherd Greene, making it easier for the Air Force to accept Shepherd Greene's bid to

manufacture replacement parts for combat aircraft.

The information in this report came from print and online sources, as well as interviews with

Richard Yang and Chuck Scanlon at Shepherd Greene. We appreciate the time they took from

busy schedules to meet with us.

Thank you for the opportunity to conduct this research. We appreciate the chance to apply our

knowledge to helping Shepherd Greene achieve its goal of reducing legal costs while providing

an effective means to settle employee grievances.

If you have any questions about this report, please ask!

Sincerely, Sincerely, Sincerely, Sincerely,

Anwar Abbe Candice Call Heather Driscoll Tony Yang

[email protected] [email protected] [email protected] [email protected]

In paragraph 1, release the report. Note when and by whom the report

was authorized. Note report’s purpose.

Thank people

who helped

you.

Give recommend

ations

or thesis.

Thank the reader for the opportunity to do the research.

Offer to answer questions about the report. Answers would be included in your

fee, if any—no extra charge!

Center page number at the bottom of the page.

Use a lowercase Roman numeral.

You may also design a letterhead for yourself,

especially if you’re assuming that you are doing the report

as a consultant.

This letter uses block format (see Figure 9.2). Modified block is also acceptable.

i

Figure 24.2 A Long Report (continued)

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Table of Contents

Letter of Transmittal i

Executive Summary iii

Introduction 1

Problem 1

Purpose and Scope 1

Assumptions 1

Limitations 2

Criteria 2

What ADR Is 2

Using ADR to Resolve Employment Disputes 2

Early Use of ADR in Employment Disputes 3

Why ADR Has Become a Popular Way to Settle Employment Disputes 3

Organizations Using ADR to Settle Employment Disputes 4

Results of ADR Programs 4

Resolving Disputes 4

Clearing Court Dockets 5

Saving Time 5

Saving Money 5

Building Goodwill 5

Model ADR Programs 7

Resources Required to Create and Implement an ADR Program 8

Conclusions and Recommendations 8

1. Do Further Research to Determine Which ADR Plan to Use. 8

2. Involve the Union in Deciding Which ADR Plan to Use. 9

3. Support ADR Financially. 9

4. Pilot the Program for a Year. 9

Works Cited 10

List of Illustrations

Figure 1 Lawsuits against Employers Skyrocket 3

Figure 2 Satisfaction Doubles with ADR 6

ii

Table of Contents does not list itself.

Indent subheads.

Capitalize first letter

of each major word in headings.

Some reports have separate sections

for “Conclusions” and

“Recommendations.”

Headings or subheadings must be parallel within a section.

Add a “List of Illustrations” at the bottom of the Table of Contents or on a separate page if the

report has graphs and other visuals. Omit “List of Illustrations” if you have only tables.

Use lowercase Roman numerals for

front matter.

Intro begins

on page “1”.

Line up right margin ( justify).

Figure 24.2 A Long Report (continued)

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Module 24 Long Reports 397

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Why Shepherd Greene Industries Should Develop an ADR Program to Handle Employee Disputes

Executive Summary

Shepherd Greene Industries should adopt an Alternative Dispute Resolution (ADR) program to

handle employee disputes. ADR includes negotiation, in which the parties simply work out a solution

together; mediation, in which a third party helps the disputing parties reach an agreement; and

arbitration, in which a third party determines a solution which the disputing parties must accept. ADR

programs are increasingly common in both private companies and federal agencies.

Lawsuits arising from employee disputes cost the company thousands of dollars and hundreds of

staff hours, not including any settlement or judgment costs, and take the legal staff away from its primary

duty of reviewing bids and contracts with Shepherd Greene’s customers and suppliers. Shepherd Greene

has submitted a bid to the US Air Force to manufacture replacement parts for combat aircraft. Programs

that minimize employee grievances would enhance Shepherd Greene’s application.

ADR programs have a good record of resolving disputes while saving time and money and

building goodwill. Organizations using ADR report success rates of more than 60%, sometimes

reaching 100%. In some organizations, most of the cases are resolved through informal consultation,

before formal mediation or arbitration is necessary. Instead of taking months or years, ADR can settle

disputes in as little as a day. The legal costs saved by adopting ADR are substantial. Estimates for

processing and legal fees range from $1,795 for a single case (Blanchard and McDade) to $77,000

(Senger). GE estimates that its Early Dispute Resolution program saves $15 million a year (Paquin,

Victor, and Villarreal 24).

To adopt an ADR program, Shepherd Greene should

1. Do further research to determine which ADR plan to use. The four-step model used by Science Applications International Corporation (SAIC) offers a possible model, but the

company should also talk to faculty in the Dispute Resolution Program at The Ohio State

University Moritz College of Law and to the US Air Force, which itself has an award-winning

ADR program.

2. Involve the union in deciding which ADR plan to use. The union, its president believes, is receptive to ADR. To make the implementation as smooth as possible, union representatives

should be involved in researching additional ADR plans and recommending one.

3. Support ADR financially. Shepherd Greene should supply funds for • Release time for personnel. • ADR training. • Publicizing the program. • Funds to hire mediators and arbitrators.

In some plans, such as SAIC’s, employees who seek mediators and arbitrators pay part of the

cost of hiring these people.

4. Pilot the program for a year. While several organizations now have experience with ADR, many different specifics are possible. It will be easier to get a program started if people know that it

can be modified (or even disbanded) later as Shepherd Greene gains experience with ADR.

Report title.

Start with recommendations or thesis.

Provide brief

support for each

recommendation.

Language in Executive Summary can come from report. Make sure any repeated language is well-written.

The Executive Summary contains the logical skeleton of the report: the recommendation(s) and evidence

supporting them.

Document sources in the Executive Summary as you would in the report.

iii

MLA Style omits the periods in “US.”

Figure 24.2 A Long Report (continued)

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Introduction

Many private companies and government agencies use Alternative Dispute Resolution (ADR) programs to

resolve disputes with employees. Adopting an ADR program would save time and money for Shepherd

Greene.

Problem

Shepherd Greene wants an alternative to traditional court remedies, which have had mixed results for the

company in the recent past. In 1999, an employee fired for poor attendance sued, claiming a manager had

illegally altered her time cards. After two years in the courts, Shepherd Greene settled for an undisclosed

amount. In 2004, two employees fired for failing on-the-job drug tests unsuccessfully sued the company to get

their jobs back, appealing the case all the way to the State of Ohio Supreme Court. In 2011, a coalition of

employees sued the company about a management structure that allegedly keeps black employees in low-level

jobs. The suit is still pending.

These lawsuits take months or even years to work through the court system, costing the company

thousands of dollars, not including any settlement or judgment cost. Although outside attorneys are also hired,

preparing these cases requires hundreds of staff hours and takes the legal staff away from its primary duty of

reviewing bids and contracts with Shepherd Greene’s customers and suppliers.

Shepherd Greene has another reason to change the way it handles employment disputes. The company

has submitted a bid to the US Air Force to manufacture replacement parts for combat aircraft. In addition to

adhering to strict manufacturing guidelines and having the highest security clearance, the successful company

must demonstrate stability in its labor and management practices. Programs that minimize employee griev-

ances thus would enhance Shepherd Greene’s application.

Purpose and Scope

The purpose of this report is to recommend whether it is feasible for Shepherd Greene to adopt an Alterna-

tive Dispute Resolution program for employee disputes.

In this report, we will focus on how ADR can settle employee grievances, the savings in time and money

from using ADR, the goodwill gained by using ADR, model ADR programs, and the resources required for

Shepherd Greene to develop its own ADR program. We will briefly discuss the effect of using ADR on crowded

court dockets and the potential for an ADR program at Shepherd Greene to succeed.

Assumptions

Our recommendation is based on three assumptions:

• The frequency and severity of employee grievances at Shepherd Greene will remain steady or rise. • Legal costs will remain steady or rise. • The time required to litigate cases in the courts will remain steady or rise.

Why Shepherd Greene Should Adopt ADR Page 1

A running header is optional. Use the report

title or a short modification of it.

Here, the running head and page numbers are one point size smaller than the text

used for the body of the report.

Give topics in the order in which you’ll discuss them.

Assumptions cannot be proven. But if they are wrong, the report’s recommendation may no longer be valid.

Start with introduction.

Center first-level heads. This report uses bold (one point larger than body).

Rhetorical purpose V ary paragraph lengths to

provide good visual impact.

Tell what you discuss and how thoroughly y ou discuss each topic.

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Double-space (1 empty space) after heading before first paragraph.

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Limitations

This report depends almost entirely on print and online sources. Before adopting a specific ADR system,

Shepherd Greene should talk with people experienced with ADR, such as faculty in the Dispute Resolution

Program at The Ohio State University Moritz College of Law.

Criteria

According to Shepherd Greene’s Legal Department Director, Richard Yang, an ADR program must satisfy

three criteria:

1. The program must reduce the time and money currently spent on legal remedies.

2. It must be possible to create and implement the program within the existing $1.2 million annual operating

budget for Shepherd Greene’s Legal Department.

3. The program must be approved not only by Shepherd Greene’s management but also by the employee

union.

What ADR Is

West's Legal Environment of Business defines ADR as “any procedure or device for resolving disputes other than the tradional judicial process” (Cross and Miller 60). ADR includes negotiation, in which the parties simply

work out a solution together; mediation, in which a third party helps the disputing parties reach an agreement;

and arbitration, in which a third party determines a solution which the disputing parties must accept.

ADR is not limited to employer–employee disputes. Instead, ADR can be used for any dispute that might

otherwise result in a lawsuit: as an alternative to divorce litigation, to resolve disputes between companies and

customers or suppliers, or even to resolve disputes between states or countries.

Cross and Miller note that formal procedures for ADR have become increasingly common as lawsuits have

become more expensive and time-consuming. The huge backlog of court cases means that years can elapse before

a case comes to trial. In the early 1990s, Congress “required the federal court cases to develop a plan to cut court

costs and reduce delay within the federal judicial system” (60). Today, only 5% to 10% of the lawsuits that are

filed actually result in a trial; the rest are dismissed or settled out of court (59).

ADR is now becoming sufficiently common that some writers have dropped the label “alternative” and

simply discuss methods of “dispute resolution.” Even people who keep the “A” sometimes redesignate it:

Attorney General Janet Reno said the ADR stood for “Appropriate Dispute Resolution” (Senger). We will keep the

“A” in ADR since the acronym is so widely known.

Using ADR to Resolve Employment Disputes

In essence, any program that allows an aggrieved employee and employer to settle claims without going to

court qualifies as ADR. Thus, a simple discussion between the employee and management to arrive at a mutually

agreeable solution to a problem that otherwise would go to court is ADR. Formal ADR programs can include

mediation, arbitration, mini-trials, fact-finding, private judging, or summary-jury trials (Kelly 4).

Why Shepherd Greene Should Adopt ADR Page 2

If you use only library and online sources, y ou do not need a

“Methods” section.

If your report has limitations, state them.

These ideas could be presented in a paragraph. But the list provides visual variety and makes it easier for the reader to skim the page.

Triple-space (2 empty spaces) before new head. Double-space after head before paragraph.

Document your sources!

Period after parentheses when the quotation is short and not indented.

Give page numbers for facts, not just quotes, in MLA Style.

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Early Use of ADR in Employment Disputes

Using ADR to resolve disputes between employers and employees is not new. Michael R. Carrell and

Christina Heavrin note that the first mention of labor arbitration “dates to a clause in the constitution of the

Journeymen Cabinet-Makers of Philadelphia in 1829“ while the “earliest recorded arbitration hearing occurred

in 1865 when iron workers in Pittsburgh arbitrated their wages” (408). The United States Conciliation Service,

part of the Department of Labor, began mediating and arbitrating labor disputes during World War I and

continued to do so until after World War II, when it was replaced by Federal Mediation and Conciliation

Service (Barrett 40-41).

Eileen Kelly notes that in 2001, the US Supreme Court upheld a company’s right to require non-union

applicants and employees to use arbitration to settle employee disputes (Circuit City Stores, Inc. v. Adams, 121

S. Ct. 1302). The decision sets a precedent for companies to require non-union employees to use ADR as a

mandatory condition of employment. That is, by accepting a job, a candidate agrees not to sue the employer if

a dispute arises but to submit to binding arbitration. The Supreme Court decision did not speak to unionized

organizations. Presumably, if a union represents employees, the employer and the union must agree in

advance to the conditions of ADR, such as binding arbitration (4).

Why ADR Has Become a Popular Way to Settle Employee Disputes

Two factors explain the growing interest in ADR to settle employee disputes: the drastic increase in the

number of disputes, and the high costs of settling them with litigation.

In the 2000s, the number of lawsuits filed by employees against employers skyrocketed. As Katherine

Stone reports, in 2006 more than twice as many employment discrimination cases were filed in federal courts

as had been filed in 2000 (29). See Figure 1. Today, employment lawsuits comprise 15% of the load of cases in

federal courts (Bedikian 33).

Why Shepherd Greene Should Adopt ADR Page 3

Figure 1

Employee Lawsuits against Employers Skyrocket

25,000

20,000

15,000

10,000

5,000

0

1999 2006

Cases Filed

in Federal

Court

2000 2001 2002 2003 2004 2005

Source of data: Stone 29-30

Provide a source for data when you get num bers but

not the chart from someone else.

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Refer to figures in your text.

Page number covers all sentences from citation to number.

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Why Shepherd Greene Should Adopt ADR Page 4

The cost of settling these cases also skyrocketed. As Katherine Stone reports, in the period 1989-90,

plaintiffs began to win large judgments [ . . . which] hit an all-time high in 1990. That year,

plaintiffs who prevailed won an astounding average recovery of $1,989,300. Of the 254 cases that went to juries, plaintiffs prevailed 38% of the time and recovered an average judgment of $2,652,270. (29; emphasis in original)

The judgments Stone cites exclude legal fees.

The amount losing companies had to pay increased further when, in 1991, Title VII was amended to

allow the winning party to collect attorney fees from the losing party and to receive punitive damages as well

as money for actual damages (Stone 29). Such fees help explain why Texaco recently paid $176.1 million and

Coca-Cola paid $192.5 million to settle race discrimination cases (Kelly 4).

Clearly, it is in employers’ interests to find ways to settle employee disputes without going to court.

Organizations Using ADR to Settle Employee Disputes

ADR is an increasingly popular form of dispute resolution. A 2007 survey of Fortune 1000 companies by

PricewaterhouseCoopers and Cornell University found that 87% had used forms of ADR in the previous three

years (Meade and Zimmerman 60). Companies using ADR include Alcoa, Anheuser-Busch, GE, Halliburton,

Johnson & Johnson, Masco, McGraw-Hill, Science Applications International, Sears, UAL, and UBS Paine-

Webber (Bresler 3; Longstreth 18; F. Phillips).

Acts passed by Congress in 1991 and 1996 and a Presidential Memorandum in 1998 directed all executive

federal agencies to use ADR (Blanchard and McDade). The US Office of Personnel Management’s website,

Alternative Dispute Resolution: A Resource Guide, links to the ADR programs of 53 federal agencies, including the Air Force, Army, Navy, Defense Logistics Agency, National Aeronautics and Space Administration, and

National Security Agency.

ADR is not limited to disputes between individual employees and their employers. In the late 1990s, a

“massive” sexual harassment suit brought against the Mitsubishi company was settled with the aid of a federal

mediator (Senger).

Results of ADR Programs

ADR programs have a good record of resolving disputes while saving time and money and building

goodwill.

Resolving Disputes

ADR programs work. Of the 13,000 disputes mediated in the US Postal Service’s ADR program from

1998 to 2001, 61% were settled; of those, 94% were settled without any cash settlement (Bedikian 33). The Air

Force’s award-winning ADR program resolves 75% of the disputes which use ADR. Some locations have even

higher success rates: the Tinker Air Force base has an 85% success rate, and the Los Angeles Air Force base has a

100% success rate (Blanchard and McDade). A study of 20 large ADR programs by the CPR Institute found that

“nearly all disputes submitted to systemic [sic] employment dispute programs are resolved by agreement, prior

to the arbitration stage” (F. Phillips).

Long quotations are indented, one inch; no quotation marks needed.

The period goes before the parenthesis when the quote is long and indented.

Use first initial when two or more authors share a last name.

Use an acronym only if it will appear more than once; spell out names the first time you use them.

Web source, so no page number. Heading must cover everything under that heading until the next head or subhead at that level.

List points in the order in which you’ll discuss them.

Begin most paragraphs with topic sentences.

Use square brackets for anything you add in quote. Sic indicates that the error is in the original.

Use square brackets for your changes in quoted text.

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A Northeastern University survey finds that disputes that do not settle fall into two groups: the “Jackpot

Syndrome,” where plaintiffs are seeking only money, and situations where it is simply not in the financial

interests of one party to settle (G. Phillips 66). Shepherd Greene Legal Department Director Richard Yang

believes that the company has yet to encounter an aggrieved employee who fits these conditions.

Clearing Court Dockets

Since 1960, the number of lawsuits (of all types) in the United States has tripled, but the number of

judges and courts has not changed significantly (Cross and Miller 59). The resulting bottleneck contributes to

the slow passage of cases through the legal system. As we have seen, employment lawsuits comprise 15% of

the load of cases in federal courts (Bedikian 33). If most or all of these cases were resolved through alternate

means, court dockets would be less clogged.

Saving Time

Instead of taking months or years, ADR can settle disputes in as little as a day. According to Jeffrey M.

Senger, Deputy Senior Counsel for Alternative Dispute Resolution in the US Department of Justice, at the US

Postal Services “the average mediation takes just four hours, and 81 percent of mediated cases are closed

without a formal complaint being filed.”

Saving Money

The legal costs saved by adopting ADR are substantial. The Air Force estimated that before adopting

ADR, it spent $1,795 to process each informal discrimination complaint and $16,372 to process formal

complaints (Blanchard and McDade). The US Postal Service estimated that a “simple” complaint cost at least

$5,000 to process, while a “complicated” complaint that goes “all the way through the end of the process”

costs $77,000 (Senger). Anastasia Kelly, General Counsel of Sears, estimated that “each litigated case with an

employee costs between $50,000 and $75,000” in legal fees. Indeed, before its adoption of an ADR system in

2002, Sears—a company “[w]ith more than 300,000 employees and high turnover rate” spent “more legal

dollars on battling its own people than anything else” (Longstreth 18). GE estimates that its Early Dispute

Resolution program saves $15 million a year and that the savings continue to increase each year (Paquin,

Victor, and Villarreal 24).

Formal ADR systems often employ third-party mediators or arbitrators. Hourly fees run about

$150–$250 an hour (Meade and Zimmerman 61). A 2000 Northeastern University survey found median costs

of $2,750 for mediation and $11,800 for arbitration (G. Phillips 65).

Because disputes are settled outside the legal system, it is easier to find creative, non-monetary solutions.

Even when the solution does involve money, it is likely to cover only actual damages, not punitive ones.

Other sources for savings may also exist: “As an incentive [to adopt ADR], at least one major national

insurance company offers a refund in deductibles of up to $25,000 for companies that adopt employment

programs” (Meade and Zimmerman 61).

Building Goodwill

The 2007 Cornell Survey found that resolutions reached thorough ADR maintain more goodwill than

would be possible with litigation:

Why Shepherd Greene Should Adopt ADR Page 5

Use talking heads. Note how much more inf ormative this is than “Advantages.”

Second-level heads are flush with the left m argin

and bolded. Triple-space before new head;

double-space after.

This quote comes from the web and has no page number.

Begin most paragraphs with topic sentenc es.

Quote when you can’t think of any better

words than those in the source.

Not every idea needs a source. Use your

knowledge of people and of business.

Quote when the source is especially credible.

Quote when the words of the source are memorable.

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81% of the respondents say their corporations used mediation because it provides “a more satisfac-

tory process” than litigation; 66% say it provides more “satisfactory settlements”; and 59% say it

preserves good relationships. (qtd. in G. Phillips 65)

Employees of the US Postal Service who participated in ADR programs were overwhelmingly satisfied

with “the amount of control, respect, and fairness of the process.” Indeed, the satisfaction rate was twice as

high as satisfaction with traditional adversarial systems (see Figure 2). Employees and managers reported

equal levels of satisfaction (Senger).

Simply having a forum to air disagreements helps. After a study in 1997, the Equal Employment Oppor-

tunity Commission (EEOC) concluded that

a sizable number of disputes [ . . . ] may not involve discrimination at all. They reflect, rather, basic

communications problems in the workplace. Such issues may be brought into the EEO process as a

result of a perception that there is no other forum available to air general workplace concerns. (qtd.

in Blanchard and McDade)

Even when the ADR process finds that the employee’s concern was justified, mediation makes it possible

to resolve issues positively. Roger Blanchard and Joe McDade report the example of a case of alleged racism in

the US Air Force:

[D]uring the mediation, it became clear that management regarded the Asian female GS-12 as a

skilled and talented worker. Accordingly, as part of the mediated settlement, the Air Force agreed

to temporarily detail her into a GS-13 position for which she was qualified. Her subsequent

superior performance resulted in her being competitively selected for the GS-13 position when it

became vacant. Had this case not resulted in a settlement, the Air Force could have paid compen-

satory damages and attorneys [sic] fees; office morale and productivity would have suffered

greatly; and most importantly, the Air Force would likely have lost the services of a talented

employee.

Why Shepherd Greene Should Adopt ADR Page 6

Figure 2

Satisfaction Doubles with ADR

Quote to give the exact wording of survey q uestions

so reader can interpret data accurately.

100

80

60

40

20

0

Percent Satisfied

(US Postal Service)

Source of data: Senger

Traditional ADR

Use a second font for figures.

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Make sure bars are of equal width.

Indent long quotes 1".

Web source, so no page number.

The source of the quote and where you foun d it.

Use ellipses in square brackets when you omit words.

Quote when the source is especially credibl e for the point you want to make.

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Model ADR Programs

Many models of ADR programs exist. Some have three to five stages, from informal consultation to formal

mediation and arbitration; others have only one “stage” that is empowered to do whatever is necessary to

resolve the dispute, including hiring mediators or arbitrators. Some organizations use different kinds of

structures for different kinds of complaints. For example, some federal agencies use a fact-finding team of a

man and a woman to investigate allegations of sexual harassment (Bedikian 33). The best programs focus not

simply on avoiding litigation but on resolving conflicts by identifying and resolving the underlying problem

that led to the dispute (Bedikian 33; Paquin, Victor, and Villarreal 24). As a result, good programs reduce the

number of future disputes.

One of the most detailed programs reported in the literature is the one developed by Science Applications

International Corporation (SAIC), a high-tech company that employs 40,000 workers. SAIC’s four-stage ADR

program allows employees to “take their grievances to a committee of both workers and management that

investigates and delivers a binding decision” (Bresler 3). According to the company, more than 90% of disputes

are resolved in initial meetings between workers and managers, long before formal mediation or arbitration is

necessary.

According to Samuel Bresler, SAIC’s corporate vice president and western regional director of human

resources, SAIC’s program uses the following four steps:

Step 1: The employee presents an oral or written complaint to management through a hotline or the Ethics Committee. The complaint travels upward through the management structure; if a mutually

agreeable resolution is unobtainable (10% of SAIC claims), the process moves to Step 2.

Step 2: The employee documents the claim in detail, and management drafts a response. Both documents are sent to a five-person committee that reviews the documentation and interviews witnesses, if

any. The committee consists of

• An employee representative, • A non-management representative from a large employee focus group, • The Senior Vice President of Human Resources, who also chairs the committee, • A senior-level executive from the area where the dispute occurred, and • A mid-level manager from division operations or a group manager from an area outside the dispute.

The committee recommends a solution. If the employee rejects the solution, the claim may move

to Step 3 or 4.

Step 3: A third-party mediator steps in to negotiate a settlement between the parties in dispute. The employee must pay a $50 filing fee, and both sides may consult attorneys. Because the mediator

can only recommend a solution, the employee may reject it and move to Step 4.

Step 4: An arbitrator reviews the claim and makes a final, binding decision. The employee must pay a $150 filing fee. (4)

SAIC’s ADR program is cost-effective, empowers the employee at each step of the process, and has demon-

strated a high success rate.

Why Shepherd Greene Should Adopt ADR Page 7

Vertical lists provide visual variety.

10 pt.

11 pt.

12 pt.

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Resources Required to Create an ADR Program

Fewer resources are required for ADR than for traditional litigation. Meeting space, training in ADR,

financial support, and management and labor participation are the essentials.

Meeting space is available on site at Shepherd Greene. The employee union at Shepherd Greene, the

National Fraternal Order of Aviation Workers, Local 111, has also offered meeting space at its union hall in

nearby Gahanna, Ohio. Union president Chuck Scanlon noted that this space would be available free to discuss

any ADR issue related to Shepherd Greene workers.

ADR works best when all supervisors and managers are trained in conflict resolution. One-shot training

sessions may not be enough; long-term training and the opportunity to debrief after resolutions will improve

resolution skills. While this training has a cost, both in hiring a consultant and releasing people from work

duties to attend, it will more than pay for itself. Indeed, GE’s estimated $15 million savings came not from

implementing an ADR program but from refining an existing program to try to resolve potential issues before

they resulted in conflicts (Paquin, Victor, and Villarreal 24).

Financial support is needed to pay for the cost of the training, the time of the person or people who run the

ADR system, the time released for workers and managers to sit on peer review committees, and the fees for

hiring outside mediators and arbitrators. While some up-front work will be needed to set up and publicize a

system, once it is in place, running it should be no more time-consuming than running the current grievance

system. Requiring the employee to pay a filing fee for a mediator or arbitrator reduces the company’s costs.

Most of these costs will be heaviest during planning and the first year of the program. Most organizations find

that successful ADR systems not only resolve disputes without litigation but also make it possible to improve

work conditions so that fewer disputes arise in the future.

Support from both management and labor is essential. In general, Shepherd Greene has good

managment-labor relations, with joint teams already functioning in many areas. ADR would fit well with the

“team” culture of the organization. Union president Chuck Scanlon believes that the company union will be

receptive to an ADR program, provided that union representation on any review panels equals that of the

Shepherd Greene management.

Conclusions and Recommendations

Our research suggests that an ADR program at Shepherd Greene would resolve employee disputes more

economically and quickly while building goodwill. The resources needed to start an ADR program at Shepherd

Greene are well within budget guidelines, and the union is receptive. Finally, a model from a high-tech environ-

ment exists on which to base the Shepherd Greene ADR program.

1. Do Further Research to Determine Which ADR Plan to Use.

We were able to get detailed information only about SAIC’s plan. While the plan seems workable and

SAIC, like Shepherd Greene, is a high-tech company, Shepherd Greene should learn about additional plans

before proposing one. The two best sources seem to be the faculty in the Dispute Resolution Program at The

Ohio State University Moritz College of Law, since it is right in town, and the US Air Force, since Shepherd

Greene hopes to do business with it.

Why Shepherd Greene Should Adopt ADR Page 8

Name items in the order in which you’ll discuss them.

Vary sentence length and sentence struct ure.

Conclusions repeat points made in the repo rt.

Recommendations are actions the readers should take.

Some companies ask for Conclusions and

Recommendations at the beginning of repo rts.

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2. Involve the Union in Deciding Which ADR Plan to Use.

The union, its president believes, is receptive to ADR. To make implementation as smooth as possible,

union representatives should be involved in researching additional ADR plans and recommending one. The

more “buy-in” union members feel in the details of a specific ADR plan, the more quickly it will be approved

and the more smoothly implementation will go.

3. Support ADR Financially.

An ADR program will require start-up funds for

• Release time for personnel as they research additional ADR plans. • ADR training. • Publicizing the program.

Once the program is up and running, continuing funds will be needed for

• Release time for the person who administers the ADR plan. • Release time for personnel as they meet to resolve disputes. • Ongoing ADR training. • Funds to hire mediators and arbitrators.

While these items are not free, their cost is likely to be much less than the amount Shepherd Greene is

currently spending to deal with employee grievances.

Asking employees who seek mediators and arbitrators to pay part of the cost of hiring these people, as

SAIC does, is reasonable and would reduce the cost to the company.

4. Pilot the Program for a Year.

The initial agreement should specify that the ADR Plan Shepherd Greene adopts will be tested for one

year. At the end of that period, both Shepherd Greene management and union officials should review the

success of the program and decide whether to continue. Should the two parties be unable to agree, the program

should automatically be discontinued—and an agreement to that effect should be in place before the pilot

begins. While several organizations now have experience with ADR, many different specifics are possible. It

will be easier to get a program started if people know that it can be modified (or even disbanded) later as

Shepherd Greene gains experience with ADR.

Why Shepherd Greene Should Adopt ADR Page 9

Because many readers turn to the “Recom mendations” first, provide

a brief rationale for each. The ideas in this s ection must be logical

extensions of the points made and support ed in the body of the report.

Numbering the issues makes it easy for readers to discuss them.

Use standard, not gimmicky, bullets.

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Works Cited

Alternative Dispute Resolution: A Resource Guide. US Office of Personnel Management, 2010. Web. 23 Oct. 2012.

Barrett, Jerome T. “Labor-Management Dispute Resolution Is Not as Neanderthal as You’ve Heard.”

Journal of Alternative Dispute Resolution 2.2 (2000): 40-51. Print.

Bedikian, Mary A. “Employment ADR: Current Issues and Methods of Implementation.” The Metropolitan Corporate Counsel. Dec. 2010: 33, Web. 4 Oct. 2012.

Blanchard, Roger, and Joe McDade. Testimony before the US HR Committee on Government Reform

Subcommittee on Civil Service, 20 Mar. 2009. Web. 3 Oct. 2012.

Bresler, Samuel. “ADR: One Company’s Answer to Settling Employee Disputes.” HRFocus Sept. 2009: 3-5. Print.

Carrell, Michael R., and Christina Heavrin. Labor Relations and Collective Bargaining: Cases, Practice, and Law. 9th ed. Upper Saddle River, NJ: Prentice Hall, 2009. Print.

Cross, Frank B., and Roger LeRoy Miller. The Legal Environment of Business: Text, Cases, Ethical, Regulatory, International, and E-Commerce Issues. 7th ed. Cincinnati, OH: West/South-Western: 2009. Print.

Kelly, Eileen P. “Resolving Nonunion Employment Disputes through Arbitration.” Phi Kappa Phi Journal Fall 2001: 4-5.

Longstreth, Andrew. “The Softer Side of Sears.” Corporate Counsel Magazine 9 (2009): 18. Academic Search Premier Database Item 6177553. Web. 15 Oct. 2012.

Meade, Robert E., and Philip Zimmerman. “Resolving Workplace Disputes through Mediation.” CPA Journal 70 (2009): 60. Print.

Paquin, Jeffrey, Jennifer Victor, and Elpidio P. D. Villarreal. “GE Proves the Value of Innovative Dispute

Resolution.” Corporate Legal Times Sept. 2001: 24. Web. 30 Oct. 2012.

Phillips, F. Peter. “Current Trends in Employment ADR: CPR Institute for Dispute Resolution.” The Metropolitan Corporate Counsel (Aug. 2008). Web. 8 Oct. 2012.

Phillips, Gerald F. “What Your Client Needs to Know about ADR.” Dispute Resolutions Journal Feb. 2010: 64-68. Print.

Senger, Jeffrey M. Testimony before the US HR Committee on the Judiciary, Subcommittee on Commercial

and Administrative Law, 29 Feb. 2009. Web. 25 Oct. 2012.

Stone, Katherine V. W. “Employment Arbitration under the Federal Arbitration Act.” Employment Dispute Resolution and Worker Rights in the Changing Workplace. Eds. Adrienne E. Eaton and Jeffrey H. Keefe. Ithaca, NY: Cornell UP, 2009. 27-66. Print.

Why Shepherd Greene Should Adopt ADR Page 10List all the printed and online sources cited in your report. Do not list sources

you used for background but did not cite.MLA Style

Italicize title of web page.

Put URL in angle brackets.

Use issue number if each issue is paginated separately.

Date you visited source.

Comma after first author’s name. Give month when each issue is paginated separately.

In 2009, MLA Style ceased requiring URLs. However, indicate the basic type of publication.

Give state when city is not well known.

Last name first only for the first author. Use regular order for other authors’ names.

No periods in some MLA abbreviations.

Abbreviate “University Press”.

Page numbers of essay in edited book.

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Module 24 Long Reports 409

Title Page

The Title Page of a report contains four items: the title of the report, whom the report is

prepared for, whom it is prepared by, and the release date. Sometimes title pages also

contain a brief summary of the contents of the report; some title pages contain decorative

artwork.

The title of the report should be as informative as possible.

Poor title: New Office Site Better title: Why Dallas Is the Best Site for the New Info.com Office

Large organizations that issue many reports may use two-part titles to make it easier to

search for reports electronically. For example, U.S. government report titles first give the

agency sponsoring the report, then the title of that particular report.

Small Business Administration: Management Practices Have Improved for the Women’s

Business Center Program

Small Business Administration: Steps Taken to Better Manage Its Human Capital, but More

Needs to Be Done

Small Business: SBA Could Better Focus Its 8(a) Program to Help Firms Obtain Contracts

In many cases, the title will state the recommendation in the report: “Why the United

Nations Should Establish a Seed Bank.” However, the title should omit recommendations

when

• The reader will find the recommendations hard to accept.

• Putting all the recommendations in the title would make it too long.

• The report does not offer recommendations.

If the title does not contain the recommendation, it normally indicates what problem the

report tries to solve.

Letter or Memo of Transmittal

Use a memo of transmittal if you are a regular employee of the organization for which

you prepare the report; use a letter if you are not. The transmittal has several purposes:

to transmit the report, to orient the reader to the report, and to build a good image of the

report and of the writer.

Organize the transmittal in this way:

1. Tell when and by whom the report was authorized and the purpose it was to fulfill. 2. Summarize your conclusions and recommendations. 3. Indicate minor problems you encountered in your investigation and show how you

surmounted them. Thank people who helped you. 4. Point out additional research that is necessary, if any. 5. Thank the reader for the opportunity to do the work and offer to answer questions.

Even if the report has not been fun to do, expressing satisfaction in doing the project is

expected.

Table of Contents

In the Table of Contents, list the headings exactly as they appear in the body of the report.

If the report is shorter than 25 pages, list all the headings. In a very long report, list the two

or three highest levels of headings.

Site to See

Go to

www.nasa.gov/ pdf/536766main_ Education- Recommendation-Report_ Final.pdf

for a copy of the NASA

Education Recommendation

Report.

Site to See

Go to

www.grida.no/wrr/

Tables of Contents for web

reports can have search boxes

and clickable links for chapter

titles and headings, as does

this United Nations report on

the state of the world’s poor.

Go to

Go to

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Choosing a Long Report Format and Style LO 24-3

Building a Critical Skill

The problem-solving report format described in this module—

or some version of that format—is common in business, but

many other types of long reports exist in the workplace. Their

formats and style can vary greatly according to purpose, as well

as the organization and discourse community.

For instance, corporate annual reports typically are printed

on glossy stock, filled with color photos, charts, and graphs, and

focused on information important to investors, such as financial

statistics. They may have dozens of pages and often are “perfect

bound,” like a slick magazine or book. Many nonprofit organi-

zations produce annual reports that share these characteristics,

but others may choose fewer colors and pages, as well as saddle

stitch or other kinds of binding.

Reports on large-scale engineering projects, like highway

repair efforts or technology research and development, are fre-

quently heavy on words, including jargon, but relatively light

on visuals, which may be only the most technical of diagrams.

They may have hundreds of pages and be bound in three-ring

binders. Likewise, a government report on tax law revisions or

a farm subsidy program might be dense with text. Plain covers

and paper stock closer to copy bond are typical.

Text in reports may be arranged in single or multiple col-

umns and feature a drop cap—an enlarged letter at the begin-

ning of an opening paragraph—and pull quotes—portions of

body text repeated and set apart graphically from the rest. In

general, reports have a formal writing style, but depending on

the audience and purpose, some reports may use breezier prose.

With so many possibilities, how do writers settle on the

appropriate format and style? Here are tips:

• Start with PAIBOC [◀◀ p. 12]. • Review past reports that share a similar audience and pur-

pose. If these reports worked, use them as models. Your orga-

nization probably has reports on file; if not, start one. Many

organizations also now publish reports online, and some

public and college libraries keep copies of government and

annual reports. Use research techniques [◀◀  Module 22] to locate them.

• Consult texts on report writing, experts in your organization,

or professional writers and graphic designers.

• Test your draft, where possible, with audiences similar to

ones that will read your report.

The more specialized the report, the more likely experienced

staff will write it. Egalitarian organizations and those striving

to do more with less, however, may expect even novice writers

to participate. As with any writing project, plan your task care-

fully—and treat it as an opportunity to learn and grow.

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410

List of Illustrations

Report visuals comprise both tables and figures. Tables are words or numbers arranged in rows and columns. Figures are everything else: bar graphs, pie charts, maps, drawings, photographs, computer printouts, and so forth. Tables and figures are numbered indepen-

dently, so you may have both a “Table 1” and a “Figure 1.” In a report with maps and

graphs but no other visuals, the visuals are sometimes called “Map 1” and “Graph 1.”

Whatever you call the illustrations, list them in the order in which they appear in the report;

give the name of each visual as well as its number.

See Module 25 for information about how to design and label visuals.

Executive Summary

An Executive Summary tells the reader what the document is about. It summarizes the recommendation of the report and the reasons for the recommendation.

To write an executive summary, you must know the report’s recommendations and

support.

1. In the first paragraph, identify the report’s recommendations or main point (thesis).

Often the problem can be stated quite briefly: “To market life insurance to mid-40s

urban professionals, Interstate Fidelity Insurance should. . . .” Provide background on

the problem only if needed to explain the goal of the recommendations.

Site to See

Go to

www.nationwide.com/ financial-reporting.jsp?NW OSS=annual+report&NWO SSPos=2

for downloadable copies of

Nationwide Mutual Insurance

Company & Affiliated

Company’s financial reports.

Go to

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Two hospitals in Columbus, Ohio,

had helicopter services that

were each losing money. They

commissioned a feasibility study to

see whether the two services could

merge. The report found that a

merger was feasible. The resulting

service, MedFlight, is profitable.

Here, a MedFlight helicopter

team transports the survivor of an

automobile accident.

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Module 24 Long Reports 411

2. In the body, identify the major supporting points for your argument. Include all the

information decision makers will need. Make the summary clear as a stand-alone document.

3. If you have conducted surveys or interviews, briefly describe your methods.

Introduction

The Introduction of the report contains a statement of purpose and scope and may include all the parts in the following list.

• Purpose. Identify the organizational problem the report addresses, the technical investigations it summarizes, and the rhetorical purpose (to explain, to recommend).

• Scope. Identify the topics the report covers. For example, Company XYZ is losing money on its line of radios. Does the report investigate the quality of the radios? The

advertising campaign? The cost of manufacturing? The demand for radios? If the report

was authorized to examine only advertising, then one cannot fault the report for not

considering other factors.

• Limitations. Limitations make the recommendations less valid or valid only under certain conditions. Limitations usually arise because time or money constraints haven’t

permitted full research. For example, a campus pizza restaurant considering expanding

its menu may not have enough money to take a random sample of students and

townspeople. Without a random sample, the writer cannot generalize from the sample

to the larger population. Many recommendations are valid only for a limited time. For

example, a store wants to know what kinds of clothing will appeal to college men. The

recommendations will remain in force only for a short time: Three years from now,

styles and tastes may have changed.

• Assumptions. Assumptions are statements whose truth you assume and which you use to support your conclusions and recommendations. If they are wrong, the conclusion

will be wrong too. For example, recommendations about what cars appeal to drivers

ages 18 to 34 would be based on assumptions both about gas prices and about the

economy. If gas prices radically rose or fell, the kinds of cars young adults wanted

would change. If a major recession occurred, people wouldn’t be able to buy new cars.

• Methods. Tell how you chose the people for a survey, focus groups, or interviews and how, when, and where they were interviewed. Omit Methods if your report is based

solely on library and online research. Instead, simply cite your sources in the text and

document them in References or Works Cited. See Module 22 for details.

Background or History

Even though the current audience for the report probably knows the situation, reports are

filed and consulted years later. These later audiences will need the background to under-

stand the options that are possible.

Instant Replay

Report Titles

Normally, the title of the

report should give the

recommendation. Omit the

recommendations when

• The reader will find the

recommendations hard to

accept.

• Putting all the

recommendations in the title

would make it too long.

• The report does not offer

recommendations.

If the title does not contain the

recommendation, it normally

indicates what problem the

report tries to solve.

Site to See

Go to

http://feltron.com/

to see designer Nicholas

Feltron’s annual reports—on

himself.

I R

Report Title

Go to

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412 Unit Six Research, Reports, and Visuals

In some cases, the History may cover many years. For example, a report recommending

that a U.S. hotel chain open hotels in Vietnam will probably give the history of that coun-

try for at least the last hundred years. In other cases, the Background or History is much

briefer, covering only a few years or even just the immediate situation.

Conclusions and Recommendations

Conclusions summarize points made in the body of the report; Recommendations are action items that would solve or partially solve the problem. Number the recommendations

to make them easy to discuss. If the recommendations will seem difficult or controversial,

give a brief rationale after each recommendation. If they’ll be easy for the audience to

accept, simply list them without comments or reasons. The recommendations will also be

in the Executive Summary and perhaps in the title and the transmittal.

Site to See

Go to

http://report.nih.gov/

for sample reports and

reporting tools provided by the

National Institutes for Health.

Summary of Learning Objectives

• To use your time efficiently, think about the parts of the report

before you begin writing. (LO 24-1) • Much of the introduction will come from your proposal, with

only minor revisions: Purpose, Scope, Assumptions, and Meth-

ods. (LO 24-1) • The bibliography from your proposal can form the first draft of

your References or Works Cited. (LO 24-1) • You can write the Title Page and the Letter of Transmittal as soon

as you know what your recommendation will be. After you’ve

analyzed your data, write the Executive Summary, the Report

body, and the Conclusions and Recommendations. (LO 24-1) • The Title Page contains the title of the report, whom the report

is prepared for, whom it is prepared by, and the release date.

(LO 24-2) • The title of a report should contain the recommendation unless

(LO 24-2) • The reader will find the recommendations hard to accept.

• Putting all the recommendations in the title would make it

too long.

• The report does not offer recommendations.

• If the report is shorter than 25 pages, list all the headings in the

Table of Contents. In a long report, pick a level and put all the

headings at that level and above in the Contents. (LO 24-2) • Organize the transmittal in this way: (LO 24-2) 1. Release the report.

2. Summarize your conclusions and recommendations.

3. Mention any points of special interest. Indicate minor prob-

lems you encountered in your investigation and show how

you surmounted them. Thank people who helped you.

4. Point out additional research that is necessary, if any.

5. Thank the reader for the opportunity to do the work and

offer to answer questions.

• The Introduction of the report contains a statement of Purpose and Scope. The Purpose statement identifies the organizational problem the report addresses, the technical investigations it

summarizes, and the rhetorical purpose (to explain, to recom-

mend). The Scope statement identifies the topics the report covers. The Introduction may also include Limitations, prob- lems or factors that limit the validity of the recommendations;

Assumptions, statements whose truth you assume, and which you use to prove your final point; and Methods, an explanation of how you gathered your data. (LO 24-2)

• A Background or History section is included because reports are filed and may be consulted years later. (LO 24-2)

• Conclusions summarize points made in the body of the report; Recommendations are action items that would solve or par- tially solve the problem. (LO 24-2)

• Many different styles and formats for long reports exist. (LO 24-3) • To choose a good format, consider the report’s purpose, the

organization, and the discourse community. Analyze the situa-

tion with PAIBOC, review past reports that share a similar audi-

ence and purpose, and consult texts on report writing, experts

in your organization, or professional writers and designers. Test

your draft where possible with audiences similar to the one for

your report. (LO 24-3)

Assignments for Module 24

24.1 What parts of the report come from the proposal, with some revision? (LO 24-1)

24.2 How do you decide whether to write a letter or memo of transmittal? (LO 24-1)

24.3 How should you organize a transmittal? (LO 24-2)

24.4 What goes in the Executive Summary? (LO 24-2)

Questions for Comprehension

Go to

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Module 24 Long Reports 413

24.5 How do you decide what headings to use in the body of the report? (LO 24-1, LO 24-3)

24.6 How do you decide how much background to provide in a report? (LO 24-2)

24.7 How much evidence do you need to provide for each rec- ommendation? (LO 24-2)

Questions for Critical Thinking

As Your Instructor Directs, Turn in the following documents for Problems 24.8 through

24.10:

a. The approved proposal

b. Two copies of the report, including

Cover

Title Page

Letter or Memo of Transmittal

Table of Contents

List of Illustrations

Executive Summary

Body (Introduction, all information, recommendations).

Your instructor may specify a minimum length, a mini-

mum number or kind of sources, and a minimum num-

ber of visuals.

References or Works Cited

Appendixes, if useful or relevant

c. Your notes and rough drafts.

Exercises and Problems

24.8 Writing a Feasibility Study (LO 24-1 to LO 24-3)

Write an individual or group report evaluating the fea-

sibility of two or more alternatives. Explain your criteria

clearly, evaluate each alternative, and recommend the best

course of action.

1. Is it feasible for your school to build additional parking

spaces for students? Where should this parking be? How

will it be funded?

2. Is it feasible for a local restaurant to offer delivery ser-

vice to your campus? Will there be an extra charge?

3. Is it feasible for your school to offer free space for stu-

dent web pages? Will content be monitored? By whom?

4. Is it feasible for the local transit service to offer free

rides to students?

5. With your instructor’s permission, choose your own

topic.

24.9 Writing a Library Research Report (LO 24-1 to LO 24-3)

Write an individual or group library research report.

1. Choosing a Hospital. As part of your job in human resources, you write articles for your company’s quar-

terly newsletter to help employees get the most out of

their benefits. Your boss has asked you to research the

topic of choosing a good hospital. He shows you an arti-

cle that says health care is most effective at hospitals that

are fully staffed with nurses, but he isn’t sure how your

company’s employees can get data about staffing levels

at local hospitals. “See if you can set up some kind of

information source,” he says. Write a report that recom-

mends how employees can gather information about

hospitals. If you think the company will need to set up a

source of this information, also recommend to your boss

a way of doing this. Start with Laura Johannes, “Serious

Health Risks Posed by Lack of Nurses,” The Wall Street Journal, May 30, 2002, D1, D3.

2. Advertising on the Internet. You work on a team developing a marketing plan to sell high-end sunglasses.

Your boss is reluctant to spend money for online adver-

tising because she has heard that the money is mostly

wasted. Also, she associates the ads with spam, which

she detests. Recommend whether the company should

devote some of its advertising budget to online ads.

Include samples of online advertising that support your

recommendation. To start, read Heather Green, “Online

Ads Take Off—Again,” BusinessWeek, May 5, 2003, 75. 3. Improving Job Interview Questions. Turnover

among the sales force has been high, and your boss

believes the problem is that your company has been

hiring the wrong people. You are part of a team investi-

gating the problem, and your assignment is to evaluate

the questions used in job interviews. Human resource

personnel use tried-and-true questions like “What

is your greatest strength?” and “What is your great-

est weakness?” The sales manager has some creative

alternatives, such as asking candidates to solve logic

puzzles and seeing how they perform under stress by

taking frequent phone calls during the interview. You

are to evaluate the current interviewing approaches

and propose changes where they would improve hir-

ing decisions. Start by reading William Poundstone,

“Beware the Interview Inquisition,” Harvard Business Review, May 2003, 18–19.

4. Making College Affordable. The senator you work for is concerned about fast-rising costs of a college educa-

tion. Students say they cannot afford their tuition bills.

Colleges say they are making all the cuts they can with-

out compromising the quality of education. In order to

propose a bill that would help make college affordable

for those who are qualified to attend, the senator has

asked you to research alternatives for easing the prob-

lem. Recommend one or two measures the senator could

include in a bill for the Senate to vote on. Start  with

William C. Symonds, “Colleges in Crisis,” Business- Week, April 28, 2003, 72–79; and Aaron Bernstein, “A British Solution to America’s College Tuition Prob-

lem?” BusinessWeek, February 9, 2004, 72–73. 5. With your instructor’s permission, choose your own

topic.

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The best reason to consider a Schroen Heat Pump is its low cost. Schroen Heat Pumps

cost 25% less than the cheapest competitor’s. Moreover, unlike the competition, the

Schroen Heat Pump will pay for itself in less than a year in energy savings. That’s just 12

months. All of this value comes with a 10-year unlimited warranty—if anything goes wrong,

we’ll repair or replace the pump at no cost to you. That means no expensive repair bills

and no dollars out of your pocket.

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414 Unit Six Research, Reports, and Visuals

24.10 Writing a Recommendation Report (LO 24-1 to LO 24-3)

Write an individual or group recommendation report.

1. Recommending Courses. What skills are in demand in your community? What courses at what levels should

the local college offer?

2. Improving Sales and Profits. Recommend ways a small business can increase sales and profits. Focus

on one or more of the following: the products or ser-

vices it offers, its advertising, its decor, its location, its

accounting methods, its cash management, or any other

aspect that may be keeping the company from achiev-

ing its potential. Address your report to the owner of the

business.

3. Improving Customer Service. Evaluate the service in a local store, restaurant, or other organization. Are cus-

tomers made to feel comfortable? Is workers’ commu-

nication helpful, friendly, and respectful? Are workers

knowledgeable about products and services? Do they

sell them effectively? Write a report analyzing the qual-

ity of service and recommending ways to improve.

4. Evaluating a Potential Employer. What training is available to new employees? How soon is the average

entry-level person promoted? How much travel and

weekend work are expected? Is there a “busy season,”

or is the workload consistent year-round? What is the

corporate culture? Is the climate nonracist and nonsex-

ist? How strong is the company economically? How is it

likely to be affected by current economic, demographic,

and political trends? Address your report to a college

placement office; recommend whether it should encour-

age students to work at this company.

5. With your instructor’s permission, choose your own

topic.

Polishing Your Prose

Good paragraphs demonstrate unity, detail, and variety.

Improving Paragraphs

The following paragraph from a sales letter illustrates these

three qualities:

A paragraph is unified when all its sentences focus on a single idea. As long as a paragraph is about just one idea, a topic sentence

expressing that idea is not required. However, a topic sentence

makes it easier for the reader to skim the document. (Essays use a

thesis statement for the central idea of the entire document.) Sen- tences throughout the paragraph should support the topic sentence

or offer relevant examples.

Transitions connect. Common transitions are and, also, first, second, third, in addition, likewise, similarly, for example (e.g.), for instance, indeed, to illustrate, namely, specifically, in contrast, then, and on the other hand.

Detail makes your points clearer and more vivid. Use con- crete words, especially strong nouns and verbs and adjectives and

adverbs, that say what you mean. Avoid redundancies.

Variety is expressed first in sentence length and patterns and second in the number of sentences in each paragraph. Most sen-

tences in business writing should be 16 to 20 words, but an occa-

sional longer or very short sentence gives punch to your writing.

The basic pattern for sentences is subject/verb/object (SVO):

Our building supervisor sent the forms. Vary the SVO pattern by changing the order, using transitions and clauses, and combining

sentences.

Also vary paragraph length. First and last paragraphs can be

quite short. Body paragraphs will be longer. Whenever a paragraph

runs eight typed lines or more, think about dividing it into two

paragraphs.

Exercises

Rewrite the following paragraphs to improve unity, detail, and

variety.

1. Barbara Gillespie-Kim joins our Web Development Depart-

ment after more than 10 years working with Lerner and

Thorpe Associates in San Jose, California. There, she led

several project teams, including those specializing in web

development, market research, and customer relations. Please

welcome her aboard. She received her B.A. in English from

San Jose State University and her M.A. in Interdisciplinary

Studies from California State University, Los Angeles. She

started as a technical writer at Lerner and Thorpe, which is a

technology consulting firm specializing in helping companies

use the Internet. She graduated summa cum laude from San

Jose State and with a perfect GPA from San Jose State Univer-

sity. While at Lerner and Thorpe Associates, Barbara worked

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Module 24 Long Reports 415

closely with clients throughout the west coast, as far away as

Seoul, South Korea; Jakarta, Indonesia; and Osaka, Japan.

She speaks Korean fluently and, in her words, “just enough

Japanese and Indonesian to embarrass myself!” She specialized

in technical writing in her bachelor’s program at California

State and in a combination of multimedia design, web page

development, and graphic design at San Jose State.

2. The Heat Ray features three settings to let you control how

much heat you want and where. The price is only $39.99. The

Heat Ray is an exciting new product from JKL Products. The

Heat Ray is made from anodized aluminum and high-grade

plastic. The Heat Ray has a two-year warranty on all parts. It

is made in the USA. The Heat Ray features a rotating element

that has two speeds. It is UL listed and automatically shuts off

if tipped over. The Heat Ray is available in stores throughout

the United States. The Heat Ray features a collapsible stand

that can be extended to three feet. Its secret is the parabolic

dish that amplifies the heating coils. For more information on

the Heat Ray, go to www.heatray2012.com . The Heat Ray has

a remote control and an LED control panel that can be pro-

grammed. The Heat Ray uses the latest in infrared technol-

ogy to deliver a continuous stream of warmth on those chilly

nights. The parabolic dish is covered with a wire mesh that

keeps pets and people from contact with the heating element.

Check your answers to the odd-numbered exercises at the back of the book.

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416

Module

LEARNING OBJECTIVES

Using Visuals

W e live in an increasingly visual age. While organizations continue to adapt to the changing tech-

nologies that help us to use and present images, the mainstays of visuals in business docu-

ments remain charts, graphs, and clip art.

Charts and graphs help make numbers meaningful and thus help communicate your points in oral

presentations, memos, letters, reports, and meetings. This module shows you how to turn data into

charts and graphs. See Module 5 for a discussion of designing slides for oral presentations and

Module 20 for a discussion of other aspects of good oral presentations.

Care must be taken when using clip art and other images. In particular, be aware that the same

image may have different connotations for people. Review the principles in Modules 2 and 3 on audi-

ence and culture, respectively.

LO 25-1 Identify stories for business visuals.

LO 25-2 Select visuals for stories.

LO 25-3 Apply principles for good design.

LO 25-4 Apply principles for effective color and clip art use.

LO 25-5 Apply principles for accurate and ethical visuals.

LO 25-6 Synthesize visuals with text.

LO 25-7 Prepare print visuals for use in presentations.

Module 25 focuses on how to use visuals effectively and ethically. After completing the module, you

should be able to

25

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Module 25 Using Visuals 417

In your rough draft, use visuals

• To see that ideas are presented completely. A table, for example, can show you whether you’ve included all the items in a comparison.

• To find relationships. For example, charting sales on a map may show that all the sales representatives who made quota have territories on the East or the West Coasts. Is the

central United States suffering a recession? Is the product one that appeals to coastal

lifestyles? Is advertising reaching the coasts but not the central states? Even if you don’t

use the visual in your final document, creating the map may lead you to questions you

wouldn’t otherwise ask.

In the final presentation or document, use visuals

• To make points vivid. Readers skim memos and reports; a visual catches the eye. The brain processes visuals immediately. Understanding words—written or oral—takes

more time.

• To emphasize material that might be skipped if it were buried in a paragraph. • To present material more compactly and with less repetition than words alone

would require.

• To focus on information that decision makers need.

The number of visuals you need depends on your purposes, the kind of information,

and the audience. You’ll use more visuals when you want to show relationships and to

persuade, when the information is complex or contains extensive numerical data, and when

the audience values visuals.

Your chart is only as good as the underlying data. Check to be sure that your data come

from a reliable source (◀◀ Module 22).

Use visuals only for points you want to emphasize

FARCUS® is reprinted with permission from LaughingStock

Licensing Inc., Ottawa, Canada. All Rights Reserved.

We’re using visual abilities in

innovative ways. A technology

being developed by Dr. Jean

Lorenceau of the Université

Pierre et Marie Curie in Paris

makes it possible for people

to write using eye movements,

which are then translated into

cursive letters on a computer

screen. While the technology can

have widespread applications, it

may prove especially beneficial

for individuals who have been

injured or are challenged by

degenerative diseases, such

as ALS.

Source: Bruce Geryk, “New Technology Lets People Write Just

with Their Eyes,” ABC News, July

26, 2012, http://news.yahoo.com/

technology-lets-people-write-just-

eyes-151217619—abc-news-

wellness.html .

Increasingly, businesses

are turning to more visual

ways for employees to

work out their ideas and

explain them to peers.

Visual note taking includes

doodling and sketching to

help spur creativity, using

anything from paper and

whiteboards to writable glass

and sophisticated computer

setups. Regardless of the

technology used, “the hand

is the easiest way to get

something down,” says

Facebook communication

designer Everett Katigbak.

Source: Rachel Emma Silverman, “Doodling for Dollars: Firms Try to

Get Gadget-Obsessed Workers to

Look Up—and Sketch Ideas,” The

Wall Street Journal, April 24, 2012,

http://online.wsj.com/article/SB100

014240527023039781045773624

02264009714.html?KEYWORDS 5

powerpoint 1 presentation .

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418 Unit Six Research, Reports, and Visuals

What are stories, and how do I find them? LO 25-1

▶ A story is something that is happening, according to the data.

▶ To find stories, look for relationships and changes.

Every visual should tell a story. Stories can be expressed in complete sentences that describe

something that happens or changes. The sentence can also serve as the title of the visual.

Not a story: U.S. Sales, 1999–2011 Possible stories: Forty Percent of Our Sales Were to New Customers.

Growth Was Greatest in the South.

Sales Increased from 1999 to 2011.

Stories that tell us what we already know are rarely interesting. Instead, good stories may

• Support a hunch you have.

• Surprise you or challenge so-called “common knowledge.”

• Show trends or changes you didn’t know existed.

• Have commercial or social significance.

• Provide information needed for action.

• Be personally relevant to you and the audience.

To find stories,

1. Focus on a topic (starting salaries, who likes rock music, and so forth). 2. Simplify the data on that topic and convert the numbers to simple, easy-to-understand units. 3. Look for relationships and changes. For example, compare two or more groups: Do

men and women have the same attitudes? Look for changes over time. Look for items

that can be seen as part of the same group. For example, to find stories about TV ads,

you might group ads in the same product category—ads for cars, for food, for beverages.

When you think you have a story, test it against all the data to be sure it’s accurate.

Some stories are simple straight lines: “Sales Increased.” But other stories are more com-

plex, with exceptions or outlying cases. Such stories will need more nuanced titles to do jus-

tice to the story. And sometimes the best story arises from the juxtaposition of two or more

stories. In Figure 25.1 , the U.S. Bureau of Labor Statistics used two paired graphs to tell a story. Individually, the graphs tell simple stories. Together, however, they tell an interesting

story. Automotive workers earned more than nonautomotive workers, despite the recent trends

of steady or declining compensation costs.

Gene Zelazny points out that the audience should be able to see what the message says:

Does the chart support the title; and does the title reinforce the chart? So if I say in my title that “sales have increased significantly” I want to see a trend moving up at a sharp angle. If not, if the trend parallels the baseline, it’s an instant clue that the chart needs more thinking.

1

Almost every data set allows you to tell several stories. You must choose the story you

want to tell. Dumps of uninterpreted data confuse and frustrate your audience; they under-

cut the credibility and goodwill you want to create.

Does it matter what kind of visual I use? LO 25-2

▶ Yes! The visual must match the kind of story.

Visuals are not interchangeable. Choose the visual that best matches the purpose of

presenting the data.

• Use tables when the reader needs to be able to identify exact values. (See Figure 25.2a .) • Use a chart or graph when you want the reader to focus on relationships.

2

• To compare a part to the whole, use a pie chart. (See Figure 25.2b .) • To compare one item to another item, or items over time, use a bar chart or a line

graph. (See Figures 25.2c and 25.2d .)

When former Washington

Governor Gary Locke stopped

to get his own coffee at a

Seattle airport, he had no idea

he would become a media

sensation. The photo, taken by

businessman ZhaoHui Tang,

was posted to the Chinese

social media network Sina

Weibo, where it was viewed and

reposted thousands of times.

“This is something unbelievable

in China,” Tang said.” Even for

low-ranking officials, we don’t do

things for ourselves. Someone

goes to buy the coffee for them.

Someone carries their bags for

them.” Locke, the first Chinese-

American ambassador to China,

was also wearing a backpack.

The story told by the photo

helped to fuel his enormous

celebrity in the most-populated

country in the world.

Source: “Photo of Bag-Carrying Ambassador Charms China,”

August 16, 2011, http://

news.yahoo.com/photo-bag-

carrying-ambassador-charms-

china-184349082.html ; and Keith

Richburg, “Gary Locke Is star in

China as first U.S. Ambassador of

Chinese Ancestry,” The Washington

Post, November 30, 2011, http://

www.washingtonpost.com/

lifestyle/style/gary-locke-is-star-

in-china-as-first-us-ambassador-

of-chinese-ancestry/2011/11/28/

gIQA703DEO_story.html .

Site to See

Go to

www.quintura.com

Quintura is a search engine that

returns results in more visual

form, rather than just a list of

links. The user enters a topic,

and then Quintura builds a

“cloud” of the results. Keywords

in different colors and sizes

represent the relevance of

different topics. To see details,

the user clicks on a word.

Go to

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Module 25 Using Visuals 419

What design conventions should I follow? LO 25-3

▶ Check your visuals against the lists that follow.

Every visual should contain six components:

1. A title that tells the story that the visual shows.

2. A clear indication of what the data are. For example, what people say they did is not necessarily what they really did. An estimate of what a number will be in the future

differs from numbers in the past that have already been measured.

3. Clearly labeled units.

4. Labels or legends identifying axes, colors, symbols, and so forth.

Websites like Pinterest—where

users post and link to visuals—

are gaining traction, especially

with women, so much so that

many businesses are now

“pinning.” Sevenly, a maker of

custom T-shirts, and Cakestyle,

which makes wardrobe

suggestions for women, are

among companies heavily

promoting their efforts on

Pinterest. Other image-based

sites include Visually, which

helps users create infographics,

and Flickr, which allows users

to post photos and sponsors a

contest to tell a story visually—

in five frames. Flickr has 7.2

billion uploaded photos.

Sources: John Brandon, “9 Tips: Boost Your Business with

Pinterest,” Inc., December 20,

2011, http://www.inc.com/

john-brandon/9-tips-boost-your-

business-pinterest.html ; and Donna

Tam, “IPhone Stays No. 1 in Flickr

Popularity,” June 27, 2012, http://

news.cnet.com/8301-1023_3-

57462099-93/iphone-stays-no-1-

in-flickr-popularity/ .

Figure 25.2 Choose the Visual to Fit the Story

b. Pie charts compare a component to the whole.

d. Line charts compare items over time or show distribution or correlation.

Forty percent of our 2012 sales

were to new customers.

Old customers

60%

New customers

40%

a. Tables show exact values.

U.S. sales reach $44.5 million.

Millions of dollars

2010 2011 2012

Northeast 10.2 10.8 11.3

South 7.6 8.5 10.4

Midwest 8.3 6.8 9.3

West 11.3 12.1 13.5

Totals 37.4 38.2 44.5

c. Bar charts compare items or show distribution or correlation.

Northeast

South

Midwest

West

% growth, 2008–2012

0 5 10 15 20 25 30 40 45 5035

st

thth

stst

st

0 5 10 15 20 25

st

11%

38%

12%

19%

Growth was greatest in the South.

02 04 06 08 10 12

Sales increased from 2002 to 2012.

S a

le s

,

m il

li o

n s

o f

d o

ll a

rs

50

40

30

20

10

0

Figure 25.1 Paired Graphs Tell a Complex Story

Source: U.S. Bureau of Labor Statistics, April 2011.

Average hourly compensation costs, automotive workers and

nonautomotive workers, private manufacturing industries, 2009

Total compensation Wages Benefits Health

$0.00

$10.00

$20.00

$30.00

$40.00 $36.98

$24.92 $22.19

$16.26 $14.79

$8.66

$4.76 $2.73

$50.00

H o

u rl

y c

o m

p e

n s

a ti

o n

c o

s ts

Automotive Nonautomotive

Auto, current dollars

Nonauto, current dollars

Auto, 1996 dollars

Nonauto, 1996 dollars

Average hourly compensation costs in current and 1996 dollars, auto workers

and other blue-collar workers, private manufacturing industries, 1996–2009

$0.00

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

$10.00

$20.00

$30.00

$40.00

$50.00

A v

e ra

g e

c o

m p

e n

s a

ti o

n c

o s

ts p

e r

w o

rk e

r

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420 Unit Six Research, Reports, and Visuals

Instant Replay

Tables and Figures

Tables are numbers or words arranged in rows and columns;

figures are everything else. In a document, formal visuals have

both numbers (Figure 1) and

titles. In an oral presentation,

the title is usually used without

the number.

I R

Tables and F

5. The source of the data, if you created the visual from data someone else gathered and

compiled.

6. The source of the visual, if you reproduce a visual someone else created.

Formal visuals are divided into tables and figures. Tables are numbers or words arranged in rows and columns; figures are everything else. In a document, formal visu- als have both numbers and titles—for example, “Figure 1. The Falling Cost of Computer

Memory, 2008–2013.” In an oral presentation, the title is usually used without the number:

“The Falling Cost of Computer Memory, 2008–2013.” The title should tell the story so that

the audience knows what to look for in the visual and why it is important. Informal or spot visuals are inserted directly into the text; they do not have numbers or titles.

Tables

Use tables only when you want the audience to focus on specific numbers. Graphs convey

less specific information but are always more memorable.

• Round off to simplify the data (e.g., 35% rather than 35.27%; 34,000 rather than 33,942).

• Provide column and row totals or averages when they’re relevant.

• Put the items you want readers to compare in columns rather than in rows to facilitate

mental subtraction and division.

• When you have many rows, screen alternate entries or double-space after every five

entries to help readers line up items accurately.

Pie Charts

Pie charts force the audience to measure area. Research shows that people can judge position

or length (which a bar chart uses) much more accurately than they judge area. The data in any

pie chart can be put in a bar chart. 3 Therefore, use a pie chart only when you are comparing

one segment to the whole. When you are comparing one segment to another segment, use

a bar chart, a line graph, or a map—even though the data may be expressed in percentages.

• Start at 12 o’clock with the largest percentage or the percentage you want to focus on. Go

clockwise to each smaller percentage or to each percentage in some other logical order.

• Make the chart a perfect circle. Perspective circles distort the data.

• Limit the number of segments to five or seven. If your data have more divisions, combine

the smallest or the least important into a single “miscellaneous” or “other” category.

• Label the segments outside the circle. Internal labels are hard to read.

Bar Charts

Bar charts are easy to interpret because they ask people to compare distance along a

common scale, which most people judge accurately. Bar charts are useful in a variety of

situations: to compare one item to another, to compare items over time, and to show cor-

relations. Use horizontal bars when your labels are long; when the labels are short, either

horizontal or vertical bars will work.

• Order the bars in a logical or chronological order.

• Put the bars close enough together to make comparison easy.

• Label both horizontal and vertical axes.

• Put all labels inside the bars or outside them. When some labels are inside and some are

outside, the labels carry the visual weight of longer bars, distorting the data.

• Make all the bars the same width.

• Use different colors for different bars only when their meanings are different: estimates

as opposed to known numbers, negative as opposed to positive numbers.

• Avoid using perspective. Perspective makes the values harder to read and can make

comparison difficult.

Several varieties of bar charts exist. See Figure 25.3 for examples.

Instant Replay

The Six Components of

Every Visual

1. A title that tells the story

that the visual shows.

2. A clear indication of what

the data are.

3. Clearly labeled units.

4. Labels or legends

identifying axes, colors,

symbols, and so forth.

5. The source of the data,

if you created the visual

from data someone else

gathered and compiled.

6. The source of the visual,

if you reproduce a visual

someone else created.

I R

The Six Com

Instant Replay

How to Find Stories

1. Focus on a topic.

2. Simplify the data.

3. Look for relationships and

changes.

I R

How to Find

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Module 25 Using Visuals 421

• Grouped bar charts allow you to compare either several aspects of each item or several items over time. Group together the items you want to compare. Figure 25.3a shows

sales were highest in the West. If we wanted to show how sales had changed over time in

each region, the bars should be grouped by region, not by year.

• Segmented, subdivided, or stacked bars sum the components of an item. It’s hard to identify the values in specific segments; grouped bar charts are almost always easier to use.

• Deviation bar charts identify positive and negative values, or winners and losers. • Paired bar charts show the correlation between two items. • Histograms or pictograms use images to create the bars.

Line Graphs

Line graphs are also easy to interpret. Use line graphs to compare items over time, to show

frequency or distribution, and to show correlations.

• Label both horizontal and vertical axes.

• When time is a variable, put it on the horizontal axes.

• Avoid using more than three different lines on one graph. Even three lines may be too

many if they cross each other.

• Avoid using perspective. Perspective makes the values harder to read and can make

comparison difficult.

Can I use color and clip art? LO 25-4

▶ Use color carefully.

▶ Avoid decorative clip art in memos and reports.

Color makes visuals more dramatic, but it creates at least two problems. First, readers try

to interpret color, an interpretation that may not be appropriate. Second, meanings assigned

to colors differ depending on the audience’s national background and profession.

Connotations for color vary from culture to culture (◀◀ p. 45). Blue suggests masculin- ity in the United States, criminality in France, strength or fertility in Egypt, and villainy

in Japan. Red is sometimes used to suggest danger or stop in the United States; it means go in China and is associated with festivities. Red suggests masculinity or aristocracy in

Figure 25.3 Varieties of Bar Charts

2008 2010 2012

Northeast South Midwest West

30 20 10

0 –10 –20

New Jobs

Northeast

South

Midwest

West

= 10,000 new jobs

Television Cable DVDs

Cincinnati

San Francisco

Pittsburgh

Baseball Attendance

Football Attendance

Hours

a. Grouped bar charts compare several aspects of each item, or several items over time.

b. Segmented, subdivided, or stacked bars sum the components of an item.

d. Paired bar charts show the correlation between two items.

c. Deviation bar charts identify positive and negative values.

e. Histograms or pictograms use images to create the bars.

Many corporate logos have

hidden images within their

borders. For instance, there

is an arrow in both the FedEx

and Amazon logos, and a party

scene in red and yellow can be

found against black letters in

the Tostitos logo. Some images

even have hidden histories. One

of the most famous images

in the world—the recycling

symbol—won University of

Southern California graduate

student Gary Anderson first

place in a contest sponsored

by the Container Corporation of

America.

Sources: DivineCaroline, “Can You Spot the Hidden Images in These

Famous Logos?” August 17, 2011,

http://shine.yahoo.com/channel/life/

can-you-spot-the-hidden-images-

in-these-famous-logos-2528093/ ;

and Gary Anderson (as told to

Katie Engelhart), “I Designed the

Recycling Symbol,” Financial

Times, May 12, 2012, http://

www.ft.com/cms/s/2/b242fb98-

996d-11e1-9a57-00144feabdc0.

html?ftcamp 5 published_links%

2Frss%2Flife-arts_design%2Ffeed%

2F%2Fproduct#axzz1vFMlIj21 .

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422 Unit Six Research, Reports, and Visuals

France, death in Korea, blasphemy in some African countries, and luxury in many parts of

the world. Yellow suggests caution or cowardice in the United States, prosperity in Egypt,

grace in Japan, and femininity in many parts of the world. 4

These general cultural associations may be superseded by corporate, national, or profes-

sional associations. Some people associate blue with IBM or Hewlett-Packard and red with

Coca-Cola, communism, or Japan. People in specific professions learn other meanings for

colors. Blue suggests reliability to financial managers, water or coldness to engineers, and death to health care professionals. Red means losing money to financial managers, danger to engineers, but healthy to health care professionals. Green usually means safe to engi- neers, but infected to health care professionals. 5

These various associations suggest that color is safest with a homogenous audience

that you know well. In an increasingly multicultural workforce, color may send signals

you do not intend. When you do use color in visuals, Thorell and Smith suggest these

guidelines: 6

• Use no more than five colors when colors have meanings.

• Use glossy paper to make colors more vivid.

• Be aware that colors on a computer screen always look brighter than the same colors on

paper because the screen sends out light.

In any visual, use as little shading and as few lines as are necessary for clarity. Don’t

clutter up the visual with extra marks. When you design black and white graphs, use shades

of gray rather than stripes, wavy lines, and checks to indicate different segments or items.

In memos and reports, resist the temptation to make your visual “artistic” by turning it

into a picture or adding clip art. Clip art is predrawn images that you can import into your newsletter, sign, or graph. A small drawing of a car in the corner of a line graph showing

the number of miles driven is acceptable in an oral presentation or a newsletter, but out of

place in a written report.

Edward Tufte uses the term chartjunk for decorations that at best are irrelevant to the visual and at worst mislead the reader.

7 Turning a line graph into a highway to show miles

driven makes it harder to read: it’s hard to separate the data line from lines that are merely

decorative. If you use clip art, be sure that the images of people show a good mix of both

sexes, various races and ages, and various physical conditions (◀◀ p. 54).

What else do I need to check for? LO 25-5

▶ Be sure that the visual is accurate and ethical.

Always double-check your visuals to be sure that the information is accurate. However,

many visuals have accurate labels but misleading visual shapes. Visuals communicate

quickly; audiences remember the shape, not the labels. If the reader has to study the labels

to get the right picture, the visual is unethical even if the labels are accurate.

Figure  25.4 is distorted by chartjunk and dimensionality. In an effort to make the

visual interesting, the artist used an image of a pushpin rather than simple bars. By using

a pushpin rather than a bar, the chart makes it difficult to compare the numbers. The

number represented by the tallest figure is not quite 34 times as great as the number

represented by the shortest figure, yet the tallest figure takes up more than 34 times as

much space and appears even bigger than that. Two-dimensional figures distort data by

multiplying the apparent value by the width as well as by the height—four times for

every doubling in value. Perspective graphs are especially hard for readers to interpret

and should be avoided. 8

Even simple bar and line graphs may be misleading if part of the scale is missing, or

truncated. Truncated graphs are most acceptable when the audience knows the basic data set well. For example, graphs of the stock market almost never start at zero; they are rou-

tinely truncated. This omission is acceptable for audiences who follow the market closely.

Since part of the scale is missing in truncated graphs, small changes seem like major

ones. Figure 25.5 shows three different truncated graphs of U.S. unemployment data.

MTV finally acknowledged what

fans had noted for years: The

network that pioneered showing

music videos had all but

stopped showing music videos.

Thus, the colorful logo appears

now without “Music Television”

as part of its design, a better

recognition of its programming.

Source: Scott Collins, “MTV Drops ‘Music Television’

from Official Logo,” The Los

Angeles Times, February 13,

2010, http://articles.latimes.

com/2010/feb/13/entertainment/

la-et-branding13-2010feb13 .

Taste may be relative, but

sensitivity is key to producing

inoffensive visuals. British

Petroleum (BP), whose ruptured

oil pipeline caused perhaps the

worst human-made ecological

disaster in Gulf of Mexico history,

is no stranger to accidents.

Nonetheless, in 2002, its

risk management specialists

compared in a cost-benefit

analysis the safe housing of

refinery employees to the “Three

Little Pigs” nursery rhyme,

complete with swine-adorned

diagrams. The cheeky tone was

noted by observers when the

report surfaced during a lawsuit

against BP for a 2005 Texas City

refinery explosion. Most of the

15 workers killed there were in

trailers, an option the 2002 report

showed was 10 times cheaper

than blast-resistant housing.

Sources: Brett Michael Dykes, “Old BP Document Calculates

Worth of Human Life with ‘Three

Little Pigs’ Diagram,” May 25,

2010, http://news.yahoo.com/s/

ynews/20100525/bs_ynews/ynews_

bs2240 ; and Outzen, Rick, “BP’s

Shocking Memo,” The Daily Beast,

downloaded on May 25, 2010, at

http://www.thedailybeast.com/blogs-

and-stories/2010-05-25/shocking-

bp-memo-and-the-oil-spill-in-the-

gulf/full/ .

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Module 25 Using Visuals 423

Figure 25.4 Chartjunk and

Dimensions Distort Data

Figure 25.5 Truncated Scales Distort Data

Sources: Bureau of Labor Statistics.

0.0

2.0

4.0

6.0

8.0

10.0

12.0

Jan-02 Jan-03 Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12

Unemployment Rate

4.0

5.0

6.0

7.0

8.0

9.0

10.0

Jan-02 Jan-03 Jan-04 Jan-05 Jan-06 Jan-07 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12

Unemployment Rate

0.0

2.0

4.0

6.0

8.0

10.0

12.0

Jan-80 Jan-83 Jan-86 Jan-89 Jan-92 Jan-95 Jan-98 Jan-01 Jan-04 Jan-07 Jan-11

Unemployment Rate

Source: Chafkin, Max. “Can Ben Silbermann Turn Pinterest Into The World’s Greatest Shopfront?” Fast Company, October 2012, http:// www.fastcodesign.com/1670681/ ben-silbermann-pinterest.

608,000

7,516,000

20,470,000

Pinterest’s Rapid Rise Monthly U.S. Unique Visitors

June 2011 Dec. 2011 June 2012

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424

The second graph shows the trend in unemployment from January 2002 to January

2012. The curve rises from below the first level of the graph to the sixth, resembling

a 95% increase. But a closer look at the numbers shows the increase from 4.5%

to 10%. The period chosen for the vertical axis is truncated. The truncated scale

on the vertical axis again makes the changes appear larger. The third graph takes a

longer view (back to 1980) and puts the percentages on a scale starting at zero. On

this scale, the changes in the unemployment rate seem less dramatic, and the recent

increase looks as if it could be part of a regular pattern. Starting with 1980, the

graph shows that the latest unemployment rate is significantly lower than it was in

January 1983.

An annual report disguised losses by using a negative base. 9 Because readers expect

zero to be the base, they’re almost certain to misread the visual. Labels may make the

visual literally “accurate,” but a visual is unethical if someone who looks at it quickly is

likely to misinterpret it.

Data can also be distorted when the context is omitted. As Tufte suggests, a drop may

be part of a regular cycle, a correction after an atypical increase, or a permanent drop to a

new, lower plateau.

To make your visuals more accurate,

• Differentiate between actual and estimated or projected values.

• When you must truncate a scale, do so clearly with a break in the bars or in the

background.

• Avoid perspective and three-dimensional graphs.

• Avoid combining graphs with different scales.

• Use images of people carefully in histographs to avoid sexist, racist, or other exclusionary

visual statements.

Integrating Visuals into Your Text LO 25-6

Building a Critical Skill

Refer to every visual in your text. Normally give the table or

figure number in the text but not the title. Put the visual as soon

after your reference as space and page design permit. If the

visual must go on another page, tell the reader where to find it:

As Figure 3 shows (p. 10), . . .

(See Table 2 on page 3.)

Summarize the main point of a visual before you present the visual itself. Then when readers get to it, they’ll see it as confir-

mation of your point.

Weak: Listed below are the results. Better: As Figure 4 shows, sales doubled in the last decade.

How much discussion a visual needs depends on the audi-

ence, the complexity of the visual, and the importance of the

point it makes. If the material is new to the audience, you’ll

need a fuller explanation than if similar material is presented

to this audience every week or month. Help the reader find key

data points in complex visuals. If the point is important, discuss

its implications in some detail. In contrast, one sentence about

a visual may be enough when the audience is already familiar

with the topic and the data, when the visual is simple and well

designed, and when the information in the visual is a minor part

of your proof.

When you discuss visuals, spell out numbers that are used as

the first word of a sentence. If spelling out the number or year

is cumbersome, revise the sentence so it does not begin with a

number.

Correct: Forty-five percent of the cost goes to pay wages and salaries.

Correct: In 2002, euro notes and coins entered circulation.

The proliferation of corporate

logos—on hats, cups, shoes,

T-shirts, and billboards—

presents tricky situations in

venues where licensing to

specific companies limits

what can be done. For the

2012 Olympics in London,

organizers had to clarify what

items might be banned from

display. So, a single person

wearing a Pepsi T-shirt when

Coca Cola is an official sponsor

might be allowed in while a

group of people wearing the

same T-shirt might be asked to

leave, the latter being defined

as “ambush marketing.”

Source: Jill Lawless, “Pepsi or Coke? Olympic Brand Rules

Sow Confusion,” Bloomberg

Businessweek, July 20, 2012,

http://www.businessweek.com/

ap/2012-07-20/olympic-brand-

restrictions-sow-confusion .

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Module 25 Using Visuals 425

Can I use the same visuals in my document and my presentation? LO 25-7

▶ Only if the table or graph is simple.

For presentations, simplify paper visuals. To simplify a complex table, divide it into sev-

eral visuals, cut out some of the information, round off the data even more, or present the

material in a chart rather than a table.

Visuals for presentations should have titles but don’t need figure numbers. Do know

where each visual is so that you can return to one if someone asks about it during the ques-

tion period. Decorative clip art is acceptable in oral presentations as long as it does not

obscure the story you’re telling with the visual.

Summary of Learning Objectives

• Pick data to tell a story, to make a point. To find stories,

(LO 25-1) 1. Focus on a topic.

2. Simplify the data.

3. Look for relationships and changes.

• Paired graphs juxtapose two or more simple stories to create a more powerful story. (LO 25-1)

• Use tables when the reader needs to be able to identify exact values. (LO 25-2)

• Use a chart or graph when you want the reader to focus on rela-

tionships. (LO 25-2) • To compare a part to the whole, use a pie chart. (LO 25-2) • To compare one item to another item, or items over time, use a

bar chart or a line graph. (LO 25-2) • The best visual depends on the kind of data and the point you

want to make with the data. (LO 25-2) • Every visual should contain six components: (LO 25-3) 1. A title that tells the story that the visual shows.

2. A clear indication of what the data are. For example, what

people say they did is not necessarily what they really did. An estimate of what a number will be in the future

differs from numbers in the past that have already been

measured.

3. Clearly labeled units.

4. Labels or legends identifying axes, colors, symbols, and

so forth.

5. The source of the data, if you created the visual from data

someone else gathered and compiled.

6. The source of the visual, if you reproduce a visual someone

else created.

• Color makes visuals more dramatic, but it creates at least two prob-

lems. First, readers try to interpret color, an interpretation that may

not be appropriate. Second, meanings assigned to colors differ

depending on the audience’s national background and profession.

Visuals must present data correctly. Chartjunk denotes decorations that are at best irrelevant and at worst mislead the reader. (LO 25-4)

• Truncated graphs omit part of the scale and visually mislead

readers. Perspective graphs and graphs with negative bases mis-

lead readers. (LO 25-5) • Refer to every visual in your text. (LO 25-6) • Summarize the main point of a visual before you present the

visual itself. (LO 25-6) • Analyze your audience to decide how much discussion you

need. (LO 25-6) • When you discuss visuals, spell out numbers that fall at the

beginning of sentences. (LO 25-6) • For presentations, simplify paper visuals. (LO 25-7) • To simplify a complex table, divide it into several visuals, cut

out some of the information, round off the data even more, or

present the material in a chart rather than a table. (LO 25-7) • Visuals for presentations should have titles but don’t need fig-

ure numbers. (LO 25-7)

Assignments for Module 25

25.1 How can you find stories in data? (LO 25-1)

25.2 What is the difference between a table and a figure? (LO 25-2)

25.3 What is chartjunk? (LO 25-4)

Questions for Comprehension

25.4 Why does each visual need to tell a story? (LO 25-1)

25.5 Why are charts more memorable than tables? (LO 25-1)

25.6 When is chartjunk most likely to be acceptable? Why? (LO 25-4)

25.7 When is a truncated scale most likely to be acceptable? (LO 25-5)

Questions for Critical Thinking

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426 Unit Six Research, Reports, and Visuals

25.8 Identifying Stories (LO 25-1)

Of the following, which are stories?

1. Computer Use

2. Computer Prices Fall

3. More Single Parents Buy Computers than Do Any Other

Group

4. Where Your Tax Dollars Go

5. Sixty Percent of Tax Dollars Pay Entitlements, Interest

Exercises and Problems

What visual(s) would make it easiest to see each of the fol-

lowing stories?

1. Canada buys 20% of U.S. exports.

2. Undergraduate enrollment rises, but graduate enroll-

ment declines.

3. Open communication ranks number one in reasons to

take a job.

4. Companies with fewer than 200 employees created a

larger percentage of new jobs than did companies with

more than 5,000 employees.

5. Men are more likely than women to see their chances

for advancement as good.

25.9 Matching Visuals with Stories (LO 25-1)

Evaluate each of the following visuals.

• Is the visual’s message clear?

• Is it the right visual for the story?

• Is the visual designed appropriately? Is color, if any, used

appropriately?

• Is the visual free from chartjunk? • Does the visual distort data or mislead the reader in any

way?

25.10 Evaluating Visuals (LO 25-1 to LO 25-5)

1.

Ethiopia 22% Chad

24%

Kenya 17%Libya

37%

2.

Number of Lottery Participants

In-state participants

Out-of-state participants

State of residence unknown

Key

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Module 25 Using Visuals 427

3.

17.95% or 7 hours

12.82% or 5 hours

10.26% or 4 hours

5.13% or 2 hours 7.69% or 3 hours

15.38% or 6 hours

30.77% or 12 hours

How My Time Will Be Used

Gathering info

Analyzing info

Preparing progress report

Organizing info

Writing draft

Revising, editing draft

Typing, editing report

4. NBA Player Salaries by Team

Bulls 15%

Pistons 12%

Clippers 17%

Lakers 12%

Celtics 14%

Knicks 10%

Heat 12%

Hawks 18%

5. Prostate Cancer Per 100,000 men

Colon Cancer Per 100,000 men

Lung Cancer Per 100,000 men

United States

Belgium

Denmark

Germany

Japan

Spain

144 79 51

122 67 52

118 72 57

127 74 54

152 82 48

147 72 55

Blue circles are the highest value in each column

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428 Unit Six Research, Reports, and Visuals

6.

5

4.5

4

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3

2.5

2

1.5

1

In m

ill io

n s

2012 2011 2010 2009 2008 2007

Students Enrolled in After-School Programs

Grades 1–5 Grades 6–8 Grades 9–12

7.

Alternative and Country Album Sales

55

50

45

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Alternative Country

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Module 25 Using Visuals 429

25.11 Interpreting Data (LO 25-1 to LO 25-5)

As Your Instructor Directs,

a. Identify at least six stories in one or more of the follow-

ing data sets.

b. Create visuals for three of the stories.

c. Write a memo to your instructor explaining why you

chose these stories and why you chose these visuals to

display them.

d. Write a memo to some group that might be interested in

your findings, presenting your visuals as part of a short

report. Possible groups include pet stores, career coun-

selors, and financial advisers.

e. Brainstorm additional stories you could tell with

additional data. Specify the kind of data you would

need.

Celebrities, 2004

Power Rank Name Pay Rank Web Rank Press Rank TV Rank

1 Mel Gibson 1 3 6 5

2 Tiger Woods 4 8 2 12

3 Oprah Winfrey 1 44 19 8

4 Tom Cruise 12 6 24 16

5 Rolling Stones 11 25 9 21

6 J. K. Rowling 3 34 54 3

7 Michael Jordan 20 10 15 15

8 Bruce Springsteen 8 28 38 26

9 Steven Spielberg 6 32 42 36

10 Johnny Depp 35 27 28 23

11 David Letterman 17 55 22 9

12 Peter Jackson 20 18 23 28

13 Angelina Jolie 44 5 40 29

14 Cameron Diaz 26 11 47 44

15 Jim Carrey 7 42 46 35

16 Michael Schumacher 4 19 30 92

17 Jennifer Aniston 50 23 43 38

18 Kobe Bryant 47 15 4 2

19 Beyonce Knowles 57 4 10 11

20 Rush Limbaugh 29 49 29 4

21 The Eagles 15 53 12 59

22 David Beckham 35 24 3 41

23 Howard Stern 28 26 62 10

24 Julia Roberts 51 2 37 36

25 Peyton Manning 16 75 27 62

1.

Reprinted by permission of Forbes Media LLC © 2010.

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Module 25 Using Visuals 433

(For information on confidentiality protection, nonsampling error, and definitions, see www.census.gov/prod/cen2000/doc/sf1.pdf)

Detailed group

Asian alone

Asian in combination with one or

more other races Asian detailed

group alone

or in any

combination2

One Asian

group

reported1

Two or more

Asian groups

reported2

One Asian

group

reported

Two or more

Asian groups

reported2

Total ..................... 10,019,405 223,593 1,516,841 138,989 11,898,828

Asian Indian ............. 1,678,765 40,013 165,437 15,384 1,899,599

Bangladeshi ............. 41,280 5,625 9,655 852 57,412

Bhutanese ................ 183 9 17 3 212

Burmese ................... 13,159 1,461 1,837 263 16,720

Cambodian .............. 171,937 11,832 20,830 1,453 206,052

4.

(continued)

Percent of

consumers who, in

the past year, have Overall

By Age

Sig.a18–24 25–34 35–44 45–54 55–64

65 and

over

Received a

telemarketing call

85.8% 74.8% 87.3% 89.9% 89.5% 87.5% 79.6% ***

Purchased something

in response to a

telemarketing call from

a company with whom

you have not previously

done business

3.7% 1.8% 6.4% 4.9% 3.8% 3.2% 1.4% ***

Contributed to a

charity to which you

have not previously

donated in response to

a telemarketing call

7.9% 7.5% 12.3% 10.2% 5.7% 7.9% 4.7% ***

Placed an order for a

product by telephone,

Internet, or mail after

receiving an unsolicited

piece of mail from a

company with whom

you have not previously

done business

9.1% 7.5% 13.4% 9.3% 9.4% 8.3% 6.5% **

Placed an order for a

product by telephone,

Internet, or mail after

seeing a television

advertisement or

infomercial

22.3% 21.4% 25.3% 24.7% 24.4% 19.7% 17.7% *

Purchased something

from an Internet website

37.9% 38.4% 52.0% 50.5% 43.5% 28.3% 14.5% ***

Consumer Responses to Solicitations

From “Consumer Fraud in the United States: An FTC Survey, http://www.ftc.gov/reports/consumerfraud/040805confraudrpt.pdf.table2

Note. a Indicates joint statistical significance of differences across age groups.

***significant at 1 percent level

**significant at 5 percent level

*significant at 10 percent level

Asian Population by Detailed Group: 2000

5.

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434 Unit Six Research, Reports, and Visuals

From “The Asian Population: 2000,” http://www.census.gov/prod/2002pubs/c2kbr01-16.pdf .

-Represents zero.

1 The total of 10,019,405 respondents categorized as reporting only one Asian group in this table is lower than the total of 10,019,410 shown in Table PCT5

(U.S. Census Bureau, Census 2000 Summary File 1 100-Percent Data, see factfinder.census.gov ). This table includes more detailed groups than PCT5. This

means that, for example, an individual who reported “Pakistani and Nepalese” is shown in this table as reporting two or more Asian groups. However, that same

individual is categorized as reporting a single Asian group in PCT5 because both Pakistani and Nepalese are part of the larger Other specified Asian group.

2 The numbers by detailed Asian group do not add to the total population. This is because the detailed Asian groups are tallies of the number of Asian

responses rather than the number of Asian respondents. Respondents reporting several Asian groups are counted several times. For example, a

respondent reporting “Korean and Filipino” would be included in the Korean as well as the Filipino numbers.

3 Includes respondents who checked the “Other Asian” response category on the census questionnaire or wrote in a generic term such as “Asian” or “Asiatic.”

Source: U.S. Census Bureau, Census 2000, special tabulations.

Detailed group

Asian alone

Asian in combination with one or

more other races Asian detailed

group alone

or in any

combination2

One Asian

group

reported1

Two or more

Asian groups

reported2

One Asian

group

reported

Two or more

Asian groups

reported2

Chinese, except

Taiwanese ............ 2,314,537 130,826 201,688 87,790 2,734,841

Filipino ...................... 1,850,314 57,811 385,236 71,454 2,364,815

Hmong ..................... 169,428 5,284 11,153 445 186,310

Indo Chinese ........... 113 55 23 8 199

Indonesian ............... 39,757 4,429 17,256 1,631 63,073

Iwo Jiman ................. 15 3 60 - 78

Japanese ................. 796,700 55,537 241,209 55,486 1,148,932

Korean ...................... 1,076,872 22,550 114,211 14,794 1,228,427

Laotian ...................... 168,707 10,396 17,914 1,186 198,203

Malaysian ................. 10,690 4,339 2,837 700 18,566

Maldivian .................. 27 2 22 - 51

Nepalese .................. 7,858 351 1,128 62 9,399

Okinawan ................. 3,513 2,625 2,816 1,645 10,599

Pakistani ................... 153,533 11,095 37,587 2,094 204,309

Singaporean ............ 1,437 580 307 70 2,394

SriLankan ................. 20,145 1,219 2,966 257 24,587

Taiwanese ................ 118,048 14,096 11,394 1,257 144,795

Thai ........................... 112,989 7,929 27,170 2,195 150,283

Vietnamese .............. 1,122,528 47,144 48,639 5,425 1,223,736

Other Asian, not

specified3 ............. 146,870 19,576 195,449 7,535 369,430

Asian Population by Detailed Group: 2000 (continued)

25.12 Graphing Data from the Web (LO 25-1 to LO 25-5)

Find data on the web about a topic that interests you. Sites

with data include

American Demographics Archives: www.inside .com/default.csp?entity 5 American Demo

Catalyst: www.catalystwomen.org/press_room/

factsheets.htm

FEDSTATS (links to U.S. government agencies):

www.fedstats.gov

Food and Nutrition Information Center:

www.nal.usda.gov/fnic/etext/000056.html

U.S. Census Bureau E-Stats:

www.census.gov/eos/www/ebusiness6l4.htm

White House Briefing Room (economic issues):

www.whitehouse.gov/fsbr/esbr.html

As Your Instructor Directs,

a. Identify at least seven stories in the data.

b. Create visuals for three of the stories.

c. Write a memo to your instructor explaining why you

chose these stories and why you chose these visuals to

display them.

d. Write a memo to some group that might be interested in

your findings, presenting your visuals as part of a short

report.

e. Print out the data and include it with a copy of your

memo or report.

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Module 25 Using Visuals 435

Subject lines are the title of a letter, memo, or e-mail message.

Headings within a document tell the reader what information you

will discuss in that section.

Good subject lines are specific, concise, and appropriate for

your purposes and the response you expect from the reader. Subject

lines are required in memos, optional in letters.

• Put in good news if you have it.

• If information is neutral, summarize it.

• Use negative subject lines if the reader might not read the mes-

sage, needs the information to act, or if the negative is your error.

• In a request that is easy for the reader to grant, put the subject of

that request or a direct question in the subject line.

• When you must persuade a reluctant reader, use a common

ground, a reader benefit, or a directed subject line that makes

your stance on the issue clear.

Headings are single words, short phrases, or complete sentences

that indicate the topic in a document section. Headings must be

parallel—that is, they must use the same grammatical structure—

and must cover all the information until the next heading.

The most useful headings are talking heads, which sum up the content of the section.

Weak: Problem

Cause 1

Cause 2

Cause 3

Better: Communication Problems between Air Traffic

Controllers and Pilots

Selective Listening

Indirect Conversational Style

Limitations of Short-Term Memory

Exercises

1. Idea

2. Hey there!

3. Are you around?

4. Benefits Change

5. Special Invitation

6. A Word About Your Vacation

7. Marketing, the Public Relations Department, and the people

in Shipping and Receiving

8. Principal Investor Concerns

a. Why expand into new markets?

b. Return on investments.

• Thinking about how to create greater efficiencies.

9. Goals for 2014

• Expanding into China.

• Mexico market expansion.

• What we can do to improve market share in Brazil.

10. Presentations

1. Martha Denham

2. Mr. Hamilton Abruzzese

3. Joey

4. Solomon “Aye, Aye” Pinker

Check your answers to the odd-numbered exercises at the back of the book.

Writing Subject Lines and Headings

Polishing Your Prose

Unit 6 Cases for Communicators

In countries like Jordan, where water is in short supply, Nader

Atmeh hopes to help conserve the precious resource with

Keenwash, the waterless car wash business he founded with his

sons. Keenwash uses a nontoxic spray-on solution that is almost

entirely biodegradable. It is mixed and bottled at a factory in

Amman, Jordan, and emulsifies dirt, making it easy to be wiped off

with a cloth. With the typical car wash using 50 gallons of water

per vehicle, the water savings amounts to hundreds of thousands of

gallons annually.

Though waterless car washes have been around in the United

States for years, they have yet to catch on in Jordan. Atmeh, In

fact, got the idea for Keenwash while visiting a waterless car wash

in Dallas in 2003. But while testing U.S. products in his native

country, he was unimpressed. That led the pharmacist and cosmet-

ics and household cleaning product manufacturer to develop his

own formula. Atmeh founded his company in 2008 and to date has

cleaned 35,000 cars.

Keenwash is expanding to other markets. There are now five

franchises in Saudi Arabia, and one each in Bahrain, Kuwait,

Oman, and the West Bank. Hassan Atmeh, one of Nader’s sons, is

hoping to sell 250 franchises in Egypt.

Individual Assignment

Imagine that you work in the marketing department at Waterless

Car Wash of America (WCWA), a company with car washes in

Waterless Wonder!

Source: Nick Leiber, “Keenwash: A Waterless Car Wash from the Middle East,” Bloomberg Businessweek, June 16, 2011, http://www.businessweek. com/magazine/content/11_26/b4234046583125.htm.

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436 Unit Six Research, Reports, and Visuals

several states on the East Coast that wishes to expand westward.

It’s web accounts manager presents an opportunity to write an

online questionnaire to gather critical data about potential franchi-

sees’ demographics and their desire to open a WCWA franchise in

the Midwest or Southwest.

The questionnaire, which will be put on WCWA’s website, will

appear immediately after visitors log in with their user name and

password. Potential franchisees can bypass filling out the question-

naire, but they will continue to see it on return visits until they fill it

out. Return visitors who have completed the questionnaire will not

see it a second time.

Your manager has created a list of 10 general question areas for

the questionnaire.

1. How did you learn about WCWA’s website?

2. Did WCWA’s business model convince you to apply for a

franchise?

3. Have you ever used a WCWA car wash?

4. If not, do you intend to visit one? When?

5. How many of these people have been using a WCWA car

wash already?

6. If you have used a WCWA car wash before, how many times

have you used one?

7. If you have used a WCWA car wash before, what do you think

of the quality of its service?

8. What previous experience do you have in business?

9. Will you require assistance in securing financing for a

franchise?

10. What makes you most interested in a WCWA franchise?

Before you begin writing the questionnaire, consider these points:

• What type of questions should I write—open or closed?

• Who is the population for this questionnaire?

• Is my sample a random sample, a convenience sample, or a

judgment sample?

• How does the sample type affect my ability to generalize my

findings?

As you write the questionnaire, ask yourself the following

questions:

• Are my questions phrased in such a way as to be neutral and

clear?

• Have I made any inappropriate assumptions in my questions?

• Am I using branching questions where appropriate?

• Have I structured the questionnaire so that easier questions

come before harder questions?

• Do my questions cover the necessary points as outlined by my

manager?

• Have I used indentations and white spaces effectively?

Make the questionnaire clear, concise, and easy to tabulate.

Group Activity

WCWA has now gathered the required demographic and viewing

habit information, and discussions have already begun about the

future. Some executives believe that the questionnaire program

should be ended, while others think it should be extended indef-

initely as part of the overall promotional approach for WCWA’s

franchising program.

You and your colleagues in the marketing department have

been asked to present a recommendation report to executives on

this very issue. You know that the campaign has done well, but

you are not sure if it has generated enough interest to warrant

its continuation.

With other members of your group, brainstorm questions whose

answers will guide your writing of the report. For each question,

brainstorm one or more possible stories the data might tell and

which kind of visual would best tell that story.

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7 Job Hunting Module 26 Researching Jobs

Module 28 Job Application Letters Module 29 Job Interviews

Module 27 Résumés

Module 30 Follow-Up Letters and Calls and Job Offers

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438

P erhaps you already have a job waiting for you; perhaps your skills are in such demand that

employers will seek you out. If, however, the job picture is more murky, the modules in this unit

will help you find your way.

Globalization has expanded the labor pool, and finding—and keeping—a job in a tight economy

can be tricky. Some job applicants are going to extremes, using gimmicks to get attention or boasting

of accomplishments rather than explaining how they can help employers. Such tactics usually fail, and

when they do, show poor audience analysis. Spare yourself embarrassment by doing your research

on potential employers carefully and thoroughly.

To increase opportunities, start the job search process before you graduate, and the sooner the better.

Seek internships, for instance, and talk with professors and others in your field to establish contacts for

information interviews. Network with LinkedIn, Facebook, and other social media. Join campus organiza-

tions that may point you to career opportunities. Take extra classes to enhance skills. Volunteer. The goal

is to put your name and face “out there.” Get as much experience related to your field as you can.

Of course, no strategy guarantees a job. The reality is that some college graduates never find work

in their field, and that has always been true, even in better economic times. A college degree can give

you an edge in the competition, but fortune and persistence also come into play. You increase your

chances, however, by employing as many strategies as possible.

LO 26-1 Know yourself for successful job hunts.

LO 26-2 Know companies for successful job hunts.

LO 26-3 Recognize signs for staying with or leaving a job.

LO 26-4 Apply strategies for information interviews.

LO 26-5 Apply strategies for tapping into the hidden job market.

LO 26-6 Assess weaknesses for stronger job application appeals.

By using the principles discussed in Module 26, you can improve your chances of finding the right job

for you. After completing the module, you should be able to

LEARNING OBJECTIVES

Researching Jobs 26

Module

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Module 26 Researching Jobs 439

The most successful job hunting method, claims Richard Bolles, hasn’t changed:

Do thorough homework on yourself. Know your best skills, in order of priority. Know the

fields in which you want to use those skills. Talk to people who have those kinds of jobs.

Find out whether they’re happy, and how they found their jobs. Then choose the places where

you want to work, rather than just those places that have advertised openings. Thoroughly

research these organizations before approaching them. Seek out the person who actually has

the power to hire you for the job that you want. Demonstrate to that person how you can

help the company with its problems. Cut no corners; take no shortcuts. That method has

an 86% success rate. 1

What do I need to know about myself to job hunt? LO 26-1

▶ Your knowledge, skills, abilities, interests, and values.

Each person could do several jobs happily. Personality and aptitude tests can tell you what

your strengths are, but they won’t say, “You should be a _____ .” You’ll still need to answer

questions like these:

• What achievements have given you the most satisfaction? Why did you enjoy them? • Would you rather have firm deadlines or a flexible schedule? Do you prefer working

alone or with other people? Do you prefer specific instructions and standards for

evaluation or freedom and uncertainty? How comfortable are you with pressure? Are

you willing to “pay your dues” for several years before you are promoted? How much

challenge do you want?

• Are you willing to take work home? To travel? How important is money to you?

Prestige? Time to spend with family and friends?

• Where do you want to live? What features in terms of weather, geography, and cultural

and social life do you see as ideal?

• Is it important to you that your work achieve certain purposes or values, or do you

see work as “just a way to make a living”? Are the organization’s culture and ethical

standards important to you?

Once you know what is most important to you, analyze the job market to see where

you could find what you want. For example, Peter’s greatest interest is athletics, but he

isn’t good enough for the pros. Studying the job market might suggest several alterna-

tives. He could teach sports and physical fitness as a high school coach or a corporate

fitness director. He could cover sports for a newspaper, a magazine, a TV station, or

the web. He could go into management or sales for a professional sports team, a health

club, or a company that sells sports equipment. He could create or manage a sports

web page.

What do I need to know about companies that might hire me? LO 26-2

▶ As much as you can!

To adapt your letter to a specific organization and to shine at the interview, you need infor-

mation both about the employer and about the job itself. You’ll need to know

• What the job itself involves. Notebooks at campus placement offices often have fuller job descriptions than appear in ads. Talk to friends who have graduated recently to

learn what their jobs involve. Conduct information interviews to learn more about

opportunities that interest you.

Site to See

Go to

www.careerplanner.com/ Career-Articles/Offshoring- Jobs.htm

for a chart of how secure job

types are from being offshored.

Go to

According to a survey by

CompTIA, while about 97% of

people between ages 13 and

24 say they like technology, only

18% of them expressed strong

interest in a career in information

technology. Opportunities in that

field are expected to grow by 22%

by 2020, translating to more than

750,000 jobs. That figure dovetails

with U.S. News and World

Report’s ranking of the 25 best

jobs. Registered nurse tops

that list, but software developer

is second, with database

administrator, web developer,

computer systems analyst, and

computer programmer also

making the top 10.

Source: Jada Graves, “The 25 Best Jobs of 2012,” U.S. News and

World Reports, February 27, 2012,

http://money.usnews.com/money/

careers/articles/2012/02/27/

the-best-jobs-of-2012 .

A survey of more than

800,000 U.S. job seekers by

CareerBuilder found that half

said that location was a top

factor in deciding whether or

not to apply for a job, while a

tenth said they decided not to

go through with an application

because it was too long, often

because applicants must answer

questions in addition to providing

a cover letter and résumé.

(continued)

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440

Choosing Whether to Stay or Go LO 26-3

Building a Critical Skill

When your job is OK, it’s often hard to know whether to stay

or move. After all, you know all the flaws of your current situ-

ation. Any new job will have its own flaws, but you probably

don’t know them and certainly don’t know all of them. To

decide on the basis of the pluses and minuses you know, there-

fore, is illogical. You need a better way to compare the job you

know to the one that is only a possibility.

William Morin offers a seven-question quiz. Are the follow-

ing statements true or false for you?

1. Your boss likes you and advocates for you in the

organization.

2. Your boss is doing well.

3. You’ve been promoted in the last two years.

4. Your pension plan, 401(k), and other benefits are vested

(or are near vesting) and growing.

5. The company is doing well and can grow further.

6. You’re getting better-than-average raises. (Average for

white-collar workers is about 3.5% a year in good years.)

7. Your boss has mentioned within the last year that you are

valued and he or she sees where you might be headed in

the organization.

If most of these statements are true for you, Morin says, you

should stay where you are.

Professor John Sullivan offers a different set of questions to

evaluate your current job and new possibilities:

1. Do you love the work? The ideal job is one you’d want to

do even if you were rich.

2. Do you have a great mentor? Your career will soar if

you do.

3. Do you have opportunities to learn a lot fast? No job is

forever. But if you keep learning cutting-edge skills, you’ll

always be employable.

4. Does the job encourage rapid change? Change encour-

ages growth. And growth keeps you employable and

promotable.

5. Is the company an employer of choice (EOC, for whom

everyone wants to work) or a fun place to work (FPW)?

If you’re with an EOC, you get an “impeccable pedigree

that will prove invaluable” the next time you’re on the job

market. And an FPW is its own reward.

The job with the most “yes” responses wins.

Jeanne Sahadi knew she’d been on the job too long when

after her grandmother asked if she wanted more bread, Sahadi

burst into tears. Stress and countless hours on the job had finally

taken their toll and spilled over to her private life.

To determine if it’s time to leave, career coach and psychol-

ogist Dory Hollander recommends looking for these telltale

signs:

• You have a lot on your mind, just not work.

• Things change, not to your advantage.

• Your boss takes you for granted.

• You pigeonhole yourself.

• Your mood ranges from angry to angrier.

• You feel awful.

Sources: Anne Fisher, “Ask Annie,” Fortune, February 7, 2000, 210; John Sullivan, “What Makes a Great Job?” Fast Company, October 1998, 166; and Jeanne Sahadi, “Your Job: Signs You’ve Stayed Too Long,” CNN/ Money, July 27, 2005, downloaded at http://money.cnn.com/2005/07/26/ commentary/everyday/sahadi/index.htm?cnn=yes .

Site to See

Go to

http://www.hiremymom. com

for job opportunities working

out of the home.

Go to

For Internet job hunting, niche

job boards are often more

useful than general ones. When

telecommunications manager

Ross Quam decided to leave the

U.S. Marines, he got no nibbles

from generalist job boards such

as Monster.com and America’s

Job Bank. But when he posted

his résumé on Telecomcareers.net ,

he got three job offers.

Source: Rachel Louise Ensign, “Nice Job listing. Will You Apply?” The Wall

Street Journal, June 21, 2012, http://

blogs.wsj.com/atwork/2012/06/21/

nice-job-listing-will-you-apply/?KEY

WORDS=application+letter+ .

(continued)

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Module 26 Researching Jobs 441

• The name and address of the person who should receive the letter. To get this information, check the ad or the web or call the organization. An advantage of calling is

that you can find out whether a woman prefers Ms. or Mrs. • What the organization does and at least four or five facts about it. Knowing the

organization’s larger goals enables you to show how your specific work will help the

company meet its goals. Useful facts include

• Market share.

• Competitive position.

• New products, services, or promotions.

• The kind of computer or manufacturing equipment the company uses.

• Plans for growth or downsizing.

• Challenges the organization faces.

• The corporate culture (◀◀ p. 28).

The directories listed in Figure 26.1 provide information including net worth, market

share, principal products, and the names of officers and directors. Ask your librarian to

identify additional directories. To get specific financial data (and to see how the organi-

zation presents itself to the public), get the company’s annual report on the web. (Note:

Only companies whose stock is publicly traded are required to issue annual reports. In

this day of mergers and buyouts, many companies are owned by other companies. The

parent company may be the only one to issue an annual report.) Many company websites

provide information about training programs and career paths for new hires. To learn

about new products, plans for growth, or solutions to industry challenges, read business

newspapers such as The Wall Street Journal or The Financial Post; business magazines such as Fortune, Bloomberg Businessweek, and Forbes; and trade journals. Each of these has indexes listing which companies are discussed in a specific issue. A few of the trade

journals available are listed in Figure 26.2 .

The Internet has much of this information, including information about corporate cul-

ture and even anonymous statements from employees. Figure 26.3 lists some of the best

sites. Check professional listservs and electronic bulletin boards. Employers sometimes

post specialized jobs on them: They’re always a good way to get information about the

industry you hope to enter.

Should I do information interviews? LO 26-4

▶ They’ll help any job hunter. They’re crucial if you’re not sure what you want to do.

In an information interview you talk to someone who works in the area you hope to enter to find out what the day-to-day work involves and how you can best prepare to enter that

field. You do not ask for a job. However, an information interview can

In 2011, 1.5 million bachelor’s

degree holders under the

age of 25 were jobless or

underemployed—that’s 53.6%

compared to 41% in 2000. The

job market showed little change

in the prospects for graduates

in 2012, though demand

for workers continued to be

strong in science, education,

and health fields. Among the

college majors most likely to

find jobs appropriate to their

education level were nursing,

education, and accounting. In

2012, however, employers in

other fields were scrambling

to find applicants. Jeff Silver,

CEO of Coyote Logistics, cited

300,000 open trucker jobs in

the U.S., and a recent survey

by ManpowerGroup ranked the

toughest positions to fill, with

skilled trades like plumber and

electrician at the top. Also on

the list were IT, mechanic, and

engineering jobs. The biggest

problem? Too few applicants

with the necessary skills.

Sources: Hope Yen, “1 in 2 New Graduates Are Jobless or Under-

employed,” April 23, 2012, http://

finance.yahoo.com/news/1-2-

graduates-jobless-underemployed-

140300522.html ; and Darren Dahl,

“A Sea of Job Seekers, But Some

Companies Aren’t Getting Any Bites,”

The New York Times, June 27, 2012,

http://www.nytimes.com/2012/06/

28/business/smallbusiness/even-

with-high-unemployment-some-

small-businesses-struggle-to-fill-

positions.html?pagewanted=all .

Site to See

Go to

www.jobhuntersbible.com/

Dick Bolles’ useful site

identifies five ways to use the

Internet, explains how to make

contacts (whether you already

have the name of a person or

not), and offers advice about

career and personality tests.

Go to

Figure 26.1 Print Sources for Addresses and Facts about Companies

General Directories Specialized Directories and Resource Books

Directory of Corporate Affiliations Accounting Firms and Practitioners

Dun’s Million Dollar Directory California Manufacturers Register

Standard & Poor’s Register of Corporations,

Directors, and Executives

Directory of Hotel and Motel Systems

Franchise Annual: Handbook and Directory

Thomas Register of American Manufacturers O’Dwyer’s Directory of Public Relations Firms

The Rand McNally Banker’s Directory

Standard Directory of Advertisers (“Red Book”)

Television Factbook

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442 Unit Seven Job Hunting

• Let you know whether or not you’d like the job.

• Give you specific information that you can use to present yourself effectively in your

résumé and application letter.

• Create a good image of you in the mind of the interviewer so he or she thinks well of

you when openings arise.

In an information interview, you might ask the following questions:

• Tell me about the papers on your desk. What are you working on right now?

• How do you spend your typical day?

• Have your duties changed a lot since you first started working here?

• What do you like best about your job? What do you like least?

• What do you think the future holds for this kind of work?

Figure 26.2 Examples of Trade Journals

Advertising Age Discount Store News Nation’s Restaurant News

American Banker Financial Analysts Journal The Practical Accountant

Automotive News Graphic Arts Monthly Software Canada

Aviation Week HR Focus Television/Radio Age

Beverage Industry Internal Auditor Today’s Realtor

Cable Communication

Magazine

International Advertiser

Logging and Sawmilling

Journal

Training & Development

Travel Agent

Canadian Business

Figure 26.3 Comprehensive Web Job Sites Covering the Entire Job Search Process

Archeus WorkSearch www.garywill.com/worksearch

Asia Net www.asia-net.com

Black Collegian Online www.black-collegian.com

CareerBuilder www.careerbuilder.com

College Grad Job Hunter www.collegegrad.com

Fast Company www.fastcompany.com/career/

The Five O’Clock Club www.fiveoclockclub.com

JobHuntersBible.com (Dick Bolles) www.jobhuntersbible.com

JobStar Central jobstar.org

Monster.com content.monster.com

MonsterTrak www.monstertrak.monster.com

Quintessential Careers www.quintcareers.com/index.html

The Riley Guide www.rileyguide.com

The Rockport Institute www.rockportinstitute.com/main.html

Saludos.com www.saludos.com/resume.html

Spherion Career Center www.spherion.com/corporate/careercenter/home.jsp

WetFeet.com www.wetfeet.com/asp/home.asp

Vault vault.com

Site to See

Go to

http://www.jobweb.com

for tips on job searches for

recent college graduates.

Go to

Experts say even as the

economy improves, prospects

in some job fields will not.

These include manufacturing

and construction, the latter of

which accounted for more than

1.6 million jobs lost since 2008.

Secretaries, mail clerks, and

other white-collar support staff

may see their ranks thinned by

technology in the workplace.

Source: Justin Lahart, “Even in a Recovery, Some Jobs

Won’t Return,” The Wall Street

Journal, January 12, 2010,

http://online.wsj.com/article/

SB126325594634725459.

html?mod=WSJ_Careers_

CareerJournal_4 .

Site to See

Go to

http://careerplanning.about .com/cs/occupations/a/ info_interviews.htm

for tips on getting information

interviews.

Go to

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Module 26 Researching Jobs 443

• How did you get this job?

• What courses, activities, or jobs would you recommend to someone who wanted to do

this kind of work?

To set up an information interview, phone or write a letter. If you do write, phone the

following week to set up a specific time.

What is the “hidden job market”? How do I tap into it? LO 26-5

▶ The “hidden market” is composed of jobs that are never advertised.

▶ Referral interviews and prospecting letters can help you find it.

A great many jobs are never advertised—and the number rises the higher up the job ladder

you go. Over 60% of all new jobs come not from responding to an ad but from networking

with personal contacts. 2 Some of these jobs are created especially for a specific person.

These unadvertised jobs are called the hidden job market. Referral interviews, an orga- nized method of networking, offer the most systematic way to tap into these jobs. Schedule

referral interviews to learn about current job opportunities in your field. Sometimes an interview that starts out as an information interview turns into a referral interview.

A referral interview should give you information about the opportunities currently

available in your town in the area you’re interested in, refer you to other people who can

tell you about job opportunities, and enable the interviewer to see that you could make a

contribution to his or her organization. Therefore, the goal of a referral interview is to put

you face-to-face with someone who has the power to hire you: the president of a small

company, the division vice president or branch manager of a big company, the director of

the local office of a state or federal agency.

Start by scheduling interviews with people you know who may know something about

that field—professors, co-workers, neighbors, friends. Call your alumni office to get the

names and phone numbers of alumni who now work where you would like to work. Your

purpose in talking to them is (ostensibly) to get advice about improving your résumé and

about general job-hunting strategy and (really) to get referrals to other people. In fact, go into the interview with the names of people you’d like to talk to. If the interviewee doesn’t

suggest anyone, say, “Do you think it would be a good idea for me to talk to _____ ?”

Then, armed with a referral from someone you know, you call Mr. or Ms. “Big” and say,

“So-and-so suggested I talk with you about job-hunting strategy.” If the person says, “We

aren’t hiring,” you say, “Oh, I’m not asking you for a job. I’d just like some advice from a knowledgeable person about the opportunities in banking [or desktop publishing, or whatever]

in this city.” If this person does not have the power to create a position, you seek more referrals

at the end of this interview. (You can also polish your résumé, if you get good suggestions.) Even when you talk to the person who could create a job for you, you do not ask for a

job. But to give you advice about your résumé, the person has to look at it. When a pow- erful person focuses on your skills, he or she will naturally think about the problems and

needs in that organization. When there’s a match between what you can do and what the

organization needs, that person has the power to create a position for you.

Some business people are cynical about information and referral interviewing. Prepare

as carefully for these interviews as you would for an interview when you know the orga-

nization is hiring. Think in advance of good questions; know something about the general

field or industry; try to learn at least a little bit about the specific company.

Always follow up information and referral interviews with personal thank-you letters.

Use specifics to show that you paid attention during the interview, and enclose a copy of

your revised résumé.

Getting more education

is a good idea for future

opportunities, but some

degrees pay off better than

others. According to Forbes,

Physician’s Assistant is the best

master’s degree to earn, with

a mid-career median pay of

$97,000 and projected growth

of 30% by 2020. Other degrees

on the list include Economics,

Computer Science, and

Occupational Therapist. The

worst master’s degree? Library

and Information Science. The

list was based on salary and

employment outlook. However,

the job that women find the

most satisfying is college

professor, which typically

requires a master’s degree or

higher, and median salaries can

range from $59,000 to $94,000

depending on the field.

Sources: Jacquelyn Smith, “The Best and Worst Master’s Degrees

for Jobs,” Forbes, June 8, 2012,

http://www.forbes.com/sites/

jacquelynsmith/2012/06/08/the-

best-and-worst-masters-degrees-

for-jobs-2/ ; and Jenna Goudreau,

“The Best Jobs for Women in

2012,” Forbes, December 22,

2011, http://www.forbes.com/sites/

jennagoudreau/2011/12/15/best-

jobs-for-women-in-2012-salary-

satisfaction-security-growth/ .

According to Elance, a website

for freelancers, 40% of young

professionals use social media

to get jobs, and according to

LinkUp, a job search engine,

20% use smartphones for job

searches. Free apps include

BusyBee, CareerBliss, and

Real-Time Jobs.

Source: Dan Schawbel, “5 Clever Ways to Get a Job Using Social

Media,” June 19, 2011, http://

mashable.com/2011/06/19/

get-job-using-social-media/ .

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444 Unit Seven Job Hunting

What do I do if I’ve got a major weakness? LO 26-6

▶ Address the employer’s fears, calmly and positively.

Some job hunters face special problems. This section gives advice for six common

problems.

“All My Experience Is in My Family’s Business”

In your résumé, simply list the company you worked for. For a reference, instead of a

family member, list a supervisor, client, or vendor who can talk about your work. Because

the reader may wonder whether “Jim Clarke” is any relation to “Clarke Construction

Company,” be ready to answer interview questions about why you’re looking at other

companies. Prepare an answer that stresses the broader opportunities you seek but doesn’t

criticize your family or the family business.

“I’ve Been Out of the Job Market for a While”

You need to prove to a potential employer that you’re up-to-date and motivated.

To do that,

• Understand how work in your field may have changed. For example, hospital workers now have many more acutely ill patients than they did 10 years ago.

• Be active in professional organizations. Attend meetings; read trade journals. • Learn the computer programs that professionals in your field use. • Find out your prospective employer’s immediate priorities. If you can show you’ll

contribute from day one, you’ll have a much easier sell. But to do that, you need to

know what skills the employer is looking for, what needs the employer has.

• Show how your at-home experience relates to the workplace. Dealing with unpredictable situations, building consensus, listening, raising money, and making

presentations are transferrable skills.

• Create a portfolio of your work —even if it’s for imaginary clients—to demonstrate your expertise.

3

“I Want to Change Fields”

Have a good reason for choosing the field in which you’re looking for work. “I want a

change” or “I need to get out of a bad situation” does not convince an employer that you

know what you’re doing.

Think about how your experience relates to the job you want. Jack is an older-than-

average student who wants to be a pharmaceutical sales representative. He has sold wood-

stoves, served subpoenas, and worked on an oil rig. A chronological résumé makes his

work history look directionless. But a skills résumé (▶▶ p. 452) could focus on persua- sive ability (selling stoves), initiative and persistence (serving subpoenas), and technical

knowledge (courses in biology and chemistry). 4

Learn about the skills needed in the job you want. Learn the buzzwords of the

industry.

“I Was Fired”

First, deal with the emotional baggage. You need to reduce negative feelings to a manage-

able level before you’re ready to job hunt.

Second, try to learn from the experience. You’ll be a much more attractive job candi-

date if you can show that you’ve learned from the experience—whether your lesson is

improved work habits or that you need to choose a job where you can do work you can

point to with pride.

New Jersey is the first U.S. state

to make it illegal to post job

ads that prevent unemployed

workers from applying.

Because unemployment is

not a protected status, legal

experts say, the practice is not

universally banned. Michigan

and New York are considering

similar laws, as is Congress.

Source: Catherine Rampell, “Don’t Apply Unless You Have a Job, Ads

Say,” The Columbus Dispatch,

July 26, 2011, http://www.dispatch.

com/live/content/national_world/

stories/2011/07/26/dont-apply-

unless-you-have-a-job-ads-say

.html?sid=101 .

Workers making $40,000 to

$80,000 annually represent

the majority of labor costs

for many companies. In

difficult economic times, they

may be most vulnerable to

downsizing as companies

look to cut costs. Upgrading

skills and education can

help insulate against the

threat, but some jobs in this

income range are already in

high demand: biomedical

engineers, financial examiners,

and network systems and

data communication analysts.

Among jobs in declining

demand are fabric menders,

semiconductor processors,

and postal mail sorters and

processing machine operators.

Source: Ruth Mantell, “Your Well-Paid, Middle-Class Job Is in

Danger,” June 16, 2011, http://

finance.yahoo.com/career-work/

article/112950/middle-class-jobs-

danger-marketwatch .

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Module 26 Researching Jobs 445

Third, suggests Phil Elder, an interviewer for an insurance company, call the person

who fired you and say something like this: “Look, I know you weren’t pleased with the job

I did at _____ . I’m applying for a job at _____ now and the personnel director may call

you to ask about me. Would you be willing to give me the chance to get this job so that I

can try to do things right this time?” All but the hardest of heart, says Elder, will give you

one more chance. You won’t get a glowing reference, but neither will the statement be so

damning that no one is willing to hire you. 5

“I Don’t Have Any Experience”

If you have six months or a year before you start to job hunt, you can get experience in

several ways:

• Take a fast-food job—and keep it. If you do well, you’ll probably be promoted to a supervisor within a year. Use every opportunity to learn about the management and

financial aspects of the business.

• Join a volunteer organization that interests you. If you work hard, you’ll quickly get an opportunity to do more: manage a budget, write fund-raising materials, and supervise

other volunteers.

• Freelance. Design brochures, create web pages, do tax returns for small businesses. Use your skills—for free, if you have to at first.

• Write. Create a portfolio of ads, instructions, or whatever documents are relevant for the field you want to enter. Ask a professional—an instructor, a local business person,

someone from a professional organization—to critique them. Volunteer your services to

local fundraising organizations and small businesses.

Getting experience is particularly important for students with good grades. Pick

something where you interact with other people so you can show you can work well in

an organization.

If you’re in the job market now, think carefully about what you’ve really done.

Write sentences using the action verbs in Figure 27.6. Think about what you’ve done

in courses, in volunteer work, in unpaid activities. Especially focus on skills in prob-

lem solving, critical thinking, teamwork, and communication. Solving a problem for a

hypothetical firm in an accounting class, thinking critically about a report problem in

business communication, working with a group in a marketing class, and communicat-

ing with people at the senior center where you volunteer are experience, even if no one

paid you.

If you’re not actually looking for a job but just need to create a résumé for this course,

ask your instructor whether you may assume that you’re graduating and add the things you

hope to do between now and that time.

The 36.9 million Americans ages

55 to 64 have an unemployment

rate of 6.6% and a net worth

of $162,000. By comparison,

the 42.5 million people ages

20 to 29 have a 12.3%

unemployment rate and $294

billion in combined student

loan debt. Experts disagree on

which group needs help most

in a bad economy. While older

Americans may have a lower

unemployment rate and higher

net worth, younger workers

may have fewer financial

commitments and more time to

recoup. In either case, workers

are more likely to be competing

against someone in their age

bracket for jobs.

Source: Matthew Phillips, “Boomers and Millennials: Who’s

Got It Worse in the Workplace?”

Bloomberg Businessweek, May 22,

2012, http://www.businessweek.

com/articles/2012-05-22/boomers-

and-millennials-whos-got-it-worse-

in-the-workplace .

To reach your career goals, define them clearly, understand your strengths, and find information about employers.

ZITS © ZITS Partnership King Features Syndicate.

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446 Unit Seven Job Hunting

“I’m a Lot Older than They Want”

A survey of 2,500 college students and new graduates found that 78% plan to work for

their first employers for three years or fewer. 6 You’re going to be working at least that

long. The employer’s real fear is not that you’ll retire in just a year but that you won’t

be flexible, up-to-date, or willing to be supervised by someone younger. To counter

these fears,

• Keep up-to-date. Read trade journals; attend professional meetings. • Learn the computer programs your field uses. Refer to technology in the résumé,

job letter, and interview: “Yes, I saw the specifications for your new product on your

website.”

• Work with younger people, in classroom teams, in volunteer work, or on the job. Be able to point to specific cases where you’ve learned from young people and worked

well with them.

• Use positive emphasis (◀◀ p. 102). Talk about your ability to relate to older customers (who have so much disposable income), the valuable perspective you bring. Focus on

fairly recent events, not ones from 20 years ago.

• Show energy and enthusiasm to counter the stereotype that older people are tired and ill.

Summary of Learning Objectives

• Know yourself before you job hunt. (LO 26-1) • What achievements have given you the most satisfaction?

• Would you prefer deadlines or a flexible schedule?

• Are you willing to “pay your dues” before being promoted?

• Are you willing to take work home?

• How important is money to you?

• Also know (LO 26-2) • What the job itself involves.

• The name and address of the person who will receive your

application letter.

• What the organization does and at least four or five facts

about it.

• Use directories, annual reports, recruiting literature, business

periodicals, trade journals, and web pages to get information

about employers and jobs to use in your letter. (LO 26-2) • When choosing whether to stay at a job or leave, consider these

sorts of questions: (LO 26-3) • Does your boss like you and advocate for you?

• Is your boss doing well?

• Have you been promoted in the last two years?

• Are your pension plan and other benefits vested and

growing?

• Is the company doing well?

• Are you getting better-than-average raises?

• Has your boss within the past year mentioned that you are

valued?

• In an information interview, you talk to someone who works in the area you hope to enter to find out about the job and the

best way to prepare to enter the field. You do not ask for the job.

(LO 26-4) • In an information interview, you can ask these sorts of ques-

tions: (LO 26-4) • What are you working on right now?

• How do you spend your typical day?

• What do you like best about your job?

• How did you get this job?

• What courses, activities, or jobs would you recommend to

someone who wants to do this kind of work?

• Information and referral interviews can help you tap into the

hidden job market —jobs that are not advertised. In an infor- mation interview you find out what the day-to-day work involves and how you can best prepare to enter that field.

Referral interviews are interviews you schedule to learn about current job opportunities in your field. (LO 26-5)

• If you have a major weakness, brainstorm a way to address the

employer’s fears, calmly and positively. (LO 26-6)

Instant Replay

The Hidden Job Market

and Referral Interviews

Unadvertised jobs are

called the hidden job market. Referral interviews, an organized method of

networking, offer the most

systematic way to tap into

these jobs. Schedule referral interviews to learn about current job opportunities in

your field.

I R

The Hidden

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Module 26 Researching Jobs 447

Assignments for Module 26

26.1 What should you know about yourself before you apply for jobs? (LO 26-1)

26.2 What information should you try to learn about a company? (LO 26-2)

26.3 What is an information interview? (LO 26-4)

26.4 What is the hidden job market? (LO 26-5)

Questions for Comprehension

26.5 Why is it desirable to start thinking about jobs months—even years—before you’ll actually be on the market? (LO 26-1)

26.6 Why is it important to research the companies you want to apply to? (LO 26-2)

26.7 What is your biggest weakness as you prepare to job hunt? How could you minimize it? (LO 26-6)

Questions for Critical Thinking

26.8 Evaluating Career Websites * (LO 26-2)

Evaluate three or more websites for job hunters, consider-

ing the following questions:

• Is the site easy to navigate?

• Is it visually attractive?

• Are any ads unobtrusive?

• Is its advice good?

• Does it let job hunters specify who may not see their posted résumés (e.g., the current employer)?

• Does it have any features that you don’t find in other

career websites?

*Inspired by a problem written by Gary Kohut, Univer-

sity of North Carolina at Charlotte.

Exercises and Problems

Write to a friend who is already in the workforce, asking

about one or more of the following topics:

• Are any jobs in your field available in your friend’s orga-

nization? If so, what?

• If a job is available, can your friend provide information

beyond the job listing that will help you write a more

detailed, persuasive letter? (Specify the kind of informa-

tion you’d like to have.)

• Can your friend suggest people in other organizations

who might be useful to you in your job search? (Specify

any organizations in which you’re especially interested.)

26.9 Networking (LO 26-2)

Use six recent issues of a trade journal to report on three

to five trends, developments, or issues that are important in

an industry.

As Your Instructor Directs,

a. Share your findings with a small group of other students.

b. Summarize your findings in a memo to your instructor.

c. Present your findings to the class.

d. E-mail your findings to the other members of the class.

e. Join with a small group of other students to write a

report summarizing the results of this research.

26.10 Gathering Information about an Industry (LO 26-2 to LO 26-4)

Gather printed information about a specific organization,

using several of the following methods:

• Check the company’s website.

• Read the company’s annual report.

• Pick up relevant information at the Chamber of Commerce.

• Read articles in trade publications and The Wall Street Journal or The Financial Post that mention the organiza- tion (check the indexes).

• Get the names and addresses of its officers (from a direc-

tory or from the web).

• Read recruiting literature provided by the company.

As Your Instructor Directs,

a. Share your findings with a small group of other students.

b. Summarize your findings in a memo to your instructor.

c. Present your findings orally to the class.

d. E-mail your findings to the other members of the class.

e. Join with a small group of other students to write a

report summarizing the results of this research.

26.11 Gathering Information about a Specific Organization (LO 26-2 to LO 26-4)

Interview someone working in a field you’re interested in.

Use the questions listed in the module or the shorter list here:

• How did you get started in this field?

• What do you like about your job?

26.12 Conducting an Information Interview (LO 26-4)

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448 Unit Seven Job Hunting

• What do you dislike about your job?

• Can you give me names of three other people who could

also give me information about this job?

As Your Instructor Directs,

a. Share the results of your interview with a small group of

other students.

b. Write up your interview in a memo to your instructor.

c. Present the results of your interview orally to the class.

d. E-mail a summary of your interview to other members

of your class.

e. Write to the interviewee thanking him or her for taking

the time to talk to you.

Details are especially important in reader benefits (◀◀ Module 8), reports, résumés, and job application and sales letters. Customers

or potential employers look for specific details to help them make

decisions, such as what makes your product better than the com-

petition’s or how your experience would help the reader. Here’s an

example:

Using Details

Polishing Your Prose

I can bring more than ten years of advertising experience to Duncan, Fitzgerald, and Locke, the Midwest

leader in print and broadcast advertising. My experience includes five years of broadcast sales in Chicago,

where I generated more than $19 million in revenue, as well as three years with Alvion and Daye, the leading

outdoor advertising company in Indianapolis. For the first four years of my career, I also wrote advertising

copy, including hundreds of local and regional radio spots for such diverse products as cookies, cat food,

fishing tackle, and children’s toys. I also wrote print pieces, including the entire 15-month campaign for

Indiana-based “Uncle Bill’s Electronics Bazaar,” which increased sales by nearly 37% during that period.

Reader Benefits

What features or experiences make your product or service unique?

Useful? Cost-effective?

Weak: With the Stereobooster, your car will sound great.

Better: The Stereobooster safely gives your car audio system a full 30 watts per channel of sheer sound excitement,

double that of other systems on the market—all for

under $50.

The Five Senses

Describe sight, sound, taste, touch, and smell. Some sensations are so

powerful that they immediately conjure up thoughts or emotions—

the smell of fresh coffee, the sound of ocean waves, the feeling of

sunlight against the skin.

Concrete Nouns and Verbs

Concrete nouns and verbs are better than more general nouns

and verbs combined with adjectives and adverbs. For instance,

manager and 15 months are more concrete than the person in charge or a while. Concrete words make meaning clear and vivid:

Weak: At my last job, I typed stuff.

Better: As a clerk typist II until July for Hughes and Associates, I typed hundreds of memos, letters, and reports.

Increase your vocabulary by reading a variety of materials.

Keep a dictionary and thesaurus handy. Do crossword puzzles or

computer word games to practice what you know.

Adjectives and Adverbs that Count

Omit or replace vague or overused adjectives and adverbs: some, very, many, a lot, kind/sort of, partly, eventually. Increasingly, novice writers are using so as an adjective, as in “He was so happy about the promotion.” Exactly how happy is this?

Conversational English, Not Jargon or Obscure Words

In general, choose the more conversational option over jargon or

obscure words: exit, typical, or second to last rather than egress, quintessential, or penultimate.

Exercises

Add details to the following sentences.

1. We like Ann.

2. Ravi speaks several languages.

3. You should hire me for the job.

4. The customer service is really great.

5. Our Electricity Miser is a very good product.

6. I recommend Esteban for the job because he is so talented.

7. Bailey said she kind of expects us to be at the egress eventually.

8. The penultimate candidate for the position is the very highly

qualified Charlotte Lewis.

9. Munahil told us she is so excited about the many job opportu-

nities with the Oliver Kane Company.

10. By the time a person gets enough experience to be the quintes-

sential employee, it is very likely that he or she will eventually

realize that a lot of success depends on attitude.

Check your answers to the odd-numbered exercises at the back of the book.

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449

Module

LEARNING OBJECTIVES

Résumés

A résumé is a persuasive summary of your qualifications for employment. If you’re in the job

market, having a résumé makes you look well organized and prepared. When you’re employed,

having an up-to-date résumé makes it easier to take advantage of opportunities that may come up for

an even better job. If you’re several years away from job hunting, preparing a résumé now will make you

more conscious of what to do in the next two or three years to make yourself an attractive candidate.

Writing a résumé is also an ego-building experience: the person who looks so good on paper is you!

Writing a résumé is not an exact science. If your skills are in great demand, you can violate every

guideline here and still get a good job. But when you must compete against many applicants, these

guidelines will help you look as good on paper as you are in person.

Know, too, that technology is changing how résumés look and are to be submitted. The traditional

paper résumé remains the standard, but many companies now want résumés submitted electroni-

cally as an e-mail attachment. Some may want a paper résumé but in scannable form. This module

provides advice on all three and more. Do your research and review job postings carefully to see what

format is to be used. When in doubt, stick to traditional methods.

LO 27-1 Demonstrate reasons for employers to read your résumé.

LO 27-2 Apply principles for résumé design with computers.

LO 27-3 Select résumés for different situations.

LO 27-4 Contrast differences among résumé features.

LO 27-5 Compare similarities among résumé features.

LO 27-6 Apply principles for appropriate résumé length.

LO 27-7 Apply principles for electronic résumé design.

LO 27-8 Apply principles for video résumé design.

Module 27 details how to craft attractive, appropriate, and successful résumés. After completing the

module, you should be able to

27

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450 Unit Seven Job Hunting

Figure 27.1 lists the activities required to create a good résumé.

All job communications must be tailored to your unique qualifications. Adopt the word-

ing or layout of an example if it’s relevant to your own situation, but don’t be locked into

the forms in this book. You’ve got different strengths; your résumé will be different, too.

How can I encourage the employer to pay attention to my résumé? LO 27-1

▶ Show how your qualifications fit the job and the company.

Your résumé can be screened in two ways. If people do the reading, the employer will

skim the résumés quickly, dividing the documents into two piles: “reject” and “maybe.”

In the first round, each résumé may get as little as 2.9 seconds of the reader’s attention.

Then the reader goes through the “maybe” pile again, weeding out more documents. If

there are a lot of résumés (and some companies get 2,000 résumés a week), résumés may

get only 10 to 30 seconds in this stage. After the initial pile has been culled to one-half or

one-hundredth of the initial pile, the remaining documents will be read more carefully to

choose the people who are invited for interviews.

Alternatively, your résumé may be electronically scanned into a job-applicant tracking

system. Then the first set of cuts will be done by computer. The employer specifies the

keywords from the job description, listing the knowledge, skills, and abilities that the ideal

applicant would have. Sometimes personal characteristics (e.g., hard worker, good writer, willing to travel ) may also be included. The employer receives the résumés that match the keywords, arranged with the most “hits” first. Then the employer decides who will be

invited for interviews.

Figure 27.1 Allocating Time in Writing Résumé (Your time may vary.)

Chronological résumé with summary of qualifications. Total time: 12 hours

Planning

Examine sample résumés to get a sense of options.

Collect details of job titles and duties, employment dates.

Brainstorm accomplishments using the action verbs in Figure 27.6

and the prompts in Figure 29.4.

Answer the PAIBOC questions (◀◀ Module 1).

Think about document design (◀◀ Module 5).

Organize the résumé.

4 hours

Writing

Draft the résumé.

4 hours

Revising

Reread draft.

Measure draft against PAIBOC questions and checklist for

résumés (Figure 27.10).

Revise draft.

Ask for feedback.

Revise draft based on feedback.

Edit to catch grammatical errors.

Run spell-check.

Proof by eye.

Duplicate.

4 hours

College student Vanessa

Hojda became an Internet

sensation when she revealed

she accidentally sent in place

of her résumé a terrified photo

of actor Nicolas Cage. While

it’s possible to recover from

such errors, always check to

make sure messages and their

attachments are correct

Source: Leslie Kwoh, “Nic Cage Photo: No Substitute for Résumé,”

The Wall Street Journal, July 11,

2012, http://blogs.wsj.com/

atwork/2012/07/11/terrifying-

photo-of-nicolas-cage- is-no-

substitute-for-a-resume/?

KEYWORDS 5 job 1 application .

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451

Even if you pay someone else to produce your résumé, you must specify the exact layout.

Print your résumé on a laser printer on high-quality 8½-by-

11-inch paper (never legal size). White paper is standard; a very

pale color is also acceptable.

Play with Layout and Design

Experiment with layout, fonts, and spacing to get an attractive

résumé. Consider creating a letterhead that you use for both your

résumé and your application letter. (See Figures 27.7 and 28.5.)

Use enough white space to make your résumé easy to read

but not so much that you look as if you’re padding. Center your

name as the title of the document in 14-point (or bigger) type.

Use 12-point for headings. To get more on a page, use 11-point

type for the text. The default margins and tab settings probably

are too big. Especially if you use the indented format, try a 0.8-

inch left margin. Set tab settings at 0.3 inch rather than the stan-

dard 0.5 inch. Try rules (thin lines) or borders to see if you like

their look.

Avoid Templates

Some services fit every résumé into a single template. Even if

you have lots of volunteer work, you have to fit it all into an

inch-high space. But if you have no volunteer work, you still

have that inch—glaringly empty. Using a standard template

defeats the purpose of a good résumé: to make you look as good

as possible.

Readers also may have seen the template many times before,

making your résumé seem generic. Templates that come with

word processors are especially familiar to readers.

If a placement service requires you to use a template, do so,

but also create another résumé that looks good. Take a copy to

each interview. Tell the interviewer, “I thought you might like

to know a little more about me.”

Proofread

Employers assume that the résumé represents your best

work. Proofread carefully to be sure the document is perfect.

Especially check

• Spelling of your college, your employers, and your

references.

• Parallelism (◀◀ p. 74). • Consistency (spell out all state names or use Postal Service

abbreviations for all).

• Dates.

• Phone numbers, e-mail addresses, and URLs.

Building a Critical Skill

Using a Computer to Create Résumés LO 27-2

You need to have both a paper résumé that will look good to the human eye and a scan-

nable résumé that will serve you well in a job-applicant tracking system. To increase the

chances that a human being will pay attention to your résumé,

• Do more than just list what you’ve done. Show how it helped the organization. If

possible, quantify: increased sales 10%, saved the company $13,000, supervised five people.

• Emphasize achievements that

• Are most relevant to the position for which you’re applying.

• Show your superiority to other applicants.

• Are recent.

• Use the jargon and buzzwords of the industry and the organization.

• Include skills that are helpful in almost every job: ability to use computer programs, to

write and speak well, to identify and solve problems, to work with others, to speak a

second language.

• Design one résumé to appeal to the human eye and the second to be easily processed by

an electronic scanner.

• Consider using a career objective with the employer’s name.

These guidelines mean that you may need to produce several different résumés. But the

more you adapt your résumé to a specific employer, the more likely it is that you will get

a job with that employer.

According to a survey of 2,298

hiring managers, recent résumé

gaffes included listing “phishing”

as a hobby, specifying that the

résumé could be sung to the

tune of TV’s “The Brady Bunch,”

and stating the candidate

was “detail-oriented,” an error

in addition to spelling the

company’s name incorrectly. “To

make dough” was one résumé’s

Career Objective statement.

Source: “CareerBuilder Releases Study of Most Outrageous Résumé

Mistakes and Creative Techniques

that Worked,” July 11, 2012, http://

www.careerbuilder.com/share/

aboutus/pressreleasesdetail.aspx?

id 5 pr707&sd 5 7/11/2012&ed 5

07/11/2012 .

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452 Unit Seven Job Hunting

What kind of résumé should I use? LO 27-3

c Choose the kind that makes you look best.

Two basic kinds of résumés exist: chronological and skills. Figures 27.2 and 27.3 show

chronological and skills résumés for the same candidate. A chronological résumé summa- rizes what you did in a timeline (starting with the most recent events and going backward

in reverse chronology ). It emphasizes degrees, job titles, and dates. It is the traditional résumé format. Figure 27.4 shows another chronological résumé. Use a chronological

résumé when your education and experience show

• A logical preparation for the position for which you’re applying.

• A steady progression leading to the present.

A skills résumé emphasizes the skills you’ve used, rather than the job in which or the date when you used them. Figures 27.3 , 27.5 , and 27.7 show skills résumés. Use a skills

résumé when

• Your education and experience are not the usual route to the position for which you’re

applying.

• You’re changing fields.

• You want to combine experience from paid jobs, activities or volunteer work,

and courses to show the extent of your experience in administration, finance,

speaking, and so forth.

• Your recent work history may create the wrong impression (e.g., it has gaps, shows a

demotion, shows job-hopping, etc.).

Both kinds of résumés omit I and use sentence fragments punctuated as complete sen- tences. Complete sentences are acceptable if they are the briefest way to present informa-

tion. Me and my are acceptable if they are unavoidable or if using them reduces wordiness. Both kinds of résumés can use bullet points. Both use details.

How do the two résumés differ? LO 27-4

▶ They handle Experience, Activities, and Volunteer Work differently.

A chronological résumé, like the one in Figure 27.4 , uses separate categories for Experi-

ence, Activities, and Volunteer Work. Experience is organized by jobs, with the most recent

job first. A skills résumé, like the ones in Figures 27.3 , 27.5 , and 27.7 , replaces these three

categories with headings of the skills needed for the job for which the job hunter is apply-

ing. Within each skill, items are listed in order of importance, combining paid and unpaid

work (in classes, activities, and community groups). An Employment History section lists

job titles, employers, city, state (no zip code), and dates.

Chronological Résumés

In a chronological résumé, include the following information for each job: position or

job title, organization, city and state (no zip code), dates of employment, and other

details, such as full- or part-time status, job duties, special responsibilities or the fact that

you started at an entry-level position and were promoted. Include unpaid jobs and self-

employment if they provided relevant skills (e.g., supervising people, budgeting, planning,

persuading).

Normally, go back as far as the summer after high school. Include earlier jobs if you

started working someplace before graduating from high school but continued working

there after graduation. However, give minimal detail about high school jobs. If you worked

full-time after high school, make that clear.

Résumé is a French word

meaning summary. To create

the é ( e with an acute accent),

pull down the “Insert” menu

to “Symbol.” Never use

an apostrophe to replace

the accent. However, it is

acceptable to type resume

without the accent marks.

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Module 27 Résumés 453

Figure 27.2 A Community College Student’s Chronological Résumé

Richard A. Douglass

8933 Arbor Village Drive

Columbus, OH 43214

614-555-6437

Construction Education Associate of Science Degree in Construction Management, December 2012, Columbus State Community College (Columbus, OH). Certificate in Residential Construction Management.

Construction and Construction Management Experience

Construction Management Intern, Ryland Homes, Columbus, OH, Summer 2011. • Calculated material, labor, and equipment needed for projects. • Analyzed costs and productivity. • Monitored safety and quality assurance.

Lead Carpenter, Austen Design & Construction, Columbus, OH, 2008– 10. Began working with Austen as a subcontractor; hired after 3 months as a subcontractor. Projects ranged from 300 sq. ft. additions and remodeling to 6,000 sq. ft. additions and remodeling. As lead carpenter, • Trained 4 employees to run all aspects of remodeling. • Supervised all aspects of residential foundation, exterior siding and trim, and all interiors. • Designed and built custom interior trims.

Carpenter, Shook’s General Services, Columbus, OH, 2007– 09. Built a house in Mansfield, OH.

Subcontractor to Certified Testing and Plumbing, Cupertino, CA, 2003– 07. Tested water systems and installed backflow valves, relief pressure valves, and fire sprinkler systems for industrial clients, including Lockheed, Apple Computer, and San Jose State University.

Carpenter, Brown and Brown, Columbus, OH, 2000– 2003. Traveled throughout Ohio, Indiana, New York, and Pennsylvania supervising and building Friendly Ice Cream buildings.

Carpenter, Clausen Builders, Columbus, OH, 1998– 99. • Built the first geothermal house in the Columbus area.

References

Robert Fosnough, Vice President, Ryland Homes, Columbus, OH [email protected] 614-555-0030 Tom Sotak, Department of Construction Sciences, Columbus State Community College, Columbus, OH [email protected] 614-555-3298 Diana Grogan, Owner, Austen Design & Construction, Columbus, OH [email protected] 614-555-7045

The top margin should be " to 1 ".34

1 2

Education is normally the first category when you’re earning a degree.

Keep side margins fairly small – no more than 1" – to visually fill

the page.

Chronological résumés emphasize degrees, dates, and job titles.

14-point type

10-point

12-point Start with the most recent

job and go backward.

11-point

Use past tense for jobs that are over. Omit “ I ”; use fragments.

Change the default tab settings.

Use details whenever they help you. Numbers

are usually good.

Use white space to create

good visual impact.

Keep jobs as an adult from more than

10 years ago unless employers

don’t want them.

Don’t repeat hundred when century is th e same.

If you list references, include at least three. Include at

least one employer and one instructor.

Give e–mail addresses and phone numbe rs so employers

can contact your references. The bottom margin should be

" to 1 ".3 4

1 4

1"

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454 Unit Seven Job Hunting

Richard A. Douglass

8933 Arbor Village Drive

Columbus, OH 43214

614-555-6437

Skills in Construction Management

• Analyze and interpret all types of construction drawings and documents. • Calculate material, labor, and equipment needed for a project. • Use Gantt bar charts to organize complex construction projects. • Analyze costs and productivity. • Monitor safety and quality assurance.

Experience with Construction Supplies and Equipment • Sheet Goods. Well-versed in materials for walls and siding, tile backing, and flooring– ceramic, vinyl, linoleum, hardwood floors.

• Paint. Extensive experience with paints, stains, varnishes, lacquers for interior and exterior surfaces, residential and commercial building. Experience with wallpaper and textures; limited experience with faux finishes.

• Interior Trim. Experience with all kinds of interior trim, specializing in window design, crown moldings, and fine interior trim.

• Concrete. Trouble-shooting residential and commercial problems; improving drainage.

• Plumbing Supplies. Thorough experience with backflow valves, pressure relief valves, and fire sprinkler systems.

• Excavation. Extensive experience in precision excavating using backhoe and tractors for residential and industrial remodeling and construction.

Construction Work Experience

Nine years of experience as a lead carpenter, crew foreman, and subcontractor. Notable projects include • Remodeling projects from 300 to 6,000 sq. ft. • Building Friendly Ice Cream stores in Ohio, Indiana, New York, and Pennsylvania. • Testing water systems and installing backflow valves, relief pressure valves, and fire sprinkler systems for industrial clients including Lockheed, Apple Computer, and San Jose State University.

• Building the first geothermal house in the Columbus area.

Construction Education

Associate of Science Degree in Construction Management, December 2012, Columbus State Community College (Columbus, OH). Certificate in Residential Construction Management.

Skills résumés emphasize skills, knowledge, and abilities.

Combine experiences from classes, jobs, and volunteer work.

Rick listed his cell phone number because that number was the best way to reach him.

Here, he combines skills he’s learned in class projects and on the job.

Omit “I.”

Make items in list parallel.

Use bold and white space to emphasize points.

Good details

Skills résumés are often longer than chronological résumés. To keep the résumé

to one page, Rick omits Work History and References.

Details and numbers would make this section stronger.

Figure 27.3 A Community College Student’s Skills Résumé

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Module 27 Résumés 455

Campus Address 1636 Highland Street Philadelphia, PA 19340 (215) 555-5718 [email protected] www.linkedin.com/in/jerryajackson

Permanent Address 48 East Mulberry Huntington, NY 11746 (516) 555-7793

Jerry A. Jackson

• High energy. Played sports during two years of college. Started two businesses. • Sales experience. Sold both clothing and investments successfully. • Presentation skills. In individual and group presentations, spoke to groups ranging from 2 to 75 people. Gave informative, persuasive, and inspirational talks. • Financial experience. Knowledgeable about stocks and bonds, especially energy and telecommunication companies. • Computer experience. Microsoft Word, Excel, SPSS, PowerPoint, and Dreamweaver. Experience creating web pages.

Summary of Qualifications

Education A.A.S. in Finance, May 2013, Community College of Philadelphia, Philadelphia, PA “B” Average

Sports Experience CAAD (Colonial Athletes Against Drugs) Intramural Volleyball Team (Division Champions, Winter 2012) Two-year Varsity Letterman, Community College of Philadelphia, Philadelphia, PA Men's NCAA Division II Basketball

Experience

Financial Sales Representative, Primerica Company, Philadelphia, PA, February 2008-present. • Work with clients to plan investment strategies to meet family and retirement goals. • Research and recommend specific investments.

Entrepreneur, Huntington, NY, and Philadelphia, PA, September 2007-January 2009. • Created a saleable product, secured financial backing, found a manufacturer, supervised production, and sold product—12 dozen T-shirts at $5.25 each—to help pay for college.

Landscape Maintenance Supervisor, Huntington, NY, Summers 2001– 07. • Formed a company to cut lawns, put up fences, fertilize, garden, and paint houses. • Hired, fired, trained, motivated, and paid friends to complete jobs.

Collector and Repair Worker, ACN, Inc., Huntington, NY, Summers 2001– 05. • Collected and counted up to $10,000 a day in New York metro area. • Worked with technicians troubleshooting and repairing electronic and coin mechanisms of video and pinball games, cigarette machines, and jukeboxes.

Vary font sizes. The name is in

18-point, the main headings in

12-point, and the text in 11-point

type.

When you have two addresses,

set them side by side to balance the page.

List 3-7 qualifications. Use keywords.

If you have a professional social network ing page, include its URL.

You can customize Linkedln addresses a t that site.

Quantify when possible.

Specify computer programs you have us ed.

(The team did poorly, so he omits its ranking.)

Use present tense for work you do now.

Ways to handle self-employment

Specify large sums of money.

Use past tense for jobs that are over.

1 2

Figure 27.4 A Chronological Résumé for a Graduate Entering the Job Market

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456 Unit Seven Job Hunting

A border creates visual variety.

Skills résumé allows her to combine experience from classes and life.

A position of emphasis

Emphasizing a portfolio at LinkedIn encourages employers

to visit her page.

Reverse chronology

Allyson chooses unusual bullets rather than the

standard dots or squares. In a résumé

for an ad agency, the bullets work.

She varies the usual “Summary of Qualifications” to make it specific to the job. This really is Allyson’s philosophy–

and it’s one an agency will appreciate.

Details, wording

demonstrate h er ability.

Allyson Karnes

195 W. Ninth Street 6782 Fenwick Drive Columbus, OH 43210 Solon, OH 44121 (614) 555-3498 (216) 555-6182 [email protected]

Qualifications for Writing Creative Ads that Make People Remember the Product

Created headlines and print ads for a variety of audiences. Persuaded team members, business owners, and lawyers to accept my ideas. Self-starter who sees a project through from start to finish.

Education

B.A. in Advertising, June 2012, The Ohio State University, Columbus, OH Core courses: Copywriting, promotional strategies, magazine writing, graphics, media planning Harvard University Writing Program, Summer 2008, Boston, MA

Experience Creating Ads

Led the team that developed the winning promotional strategy for Max & Erma’s Restaurants. Developed idea for theme for a year’s campaign of ads including Facebook and Twitter promotions. Wrote copy for radio spots, magazine ads, and billboards. One billboard ad had the headline “Multiple

Choice” and boxes for burgers, chicken, and salads–with all the boxes checked. Presented creative strategy to Max & Erma’s CEO and the Head of Advertising. Strategy won first place from among 17 proposals. Wrote more than 15 ads for Copywriting class, including Ad for cordless phone: “Isn’t It Time to Cut the Cord?” Slogan for Ohio University’s Springfest Jamboree: “In Short, It Jams” Billboard for Columbus Boys’ School: “Who Said It's Lonely at the Top?”

Created ads and revised menu for The Locker Room (restaurant).

Other Writing Experience Wrote “Commuter Flights” (humor). Tweeted dozens of promotions for North Market and Worthington Farmers Market. Created more than 30 magazine articles as part of courses at Harvard University and Ohio State. Researched and wrote legal briefs as part of course at Harvard. Summarized research on $7 million medical malpractice case for Garson and Associates.

Employment History

2008–12 Child care and house management, Worthington, OH. Part-time daily during school year.

Summer Maid, Harvard Student Agency, Boston, MA. Part-time while attending Harvard 2008 University Writing Program. Summers Law Clerk, Garson and Associates, Cleveland, OH. Did independent case research 2005– 07 used by the firm to win $7 million malpractice out-of-court settlement for the client.

Portfolio available at www.linkedin.com/in/allysonkarnes

Permanent and campus addresses help readers

to locate you.

Figure 27.5 A Skills Résumé for a Graduate Entering the Job Market

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Module 27 Résumés 457

Some employment experts suggest omitting jobs as an adult from more than 10 years

ago, but unless you know that’s what employers want, keep them. Many employers want to see continuity in your experiences, especially for upper-level jobs.

If as an undergraduate you’ve earned a substantial portion of your college expenses,

say so in a separate sentence either under Experience or in the section on personal data.

(Graduate students are expected to support themselves.)

Use minimal detail about low-level jobs, perhaps not even listing each job separately.

Use details when they help you. Tell how many people you trained or supervised, how

much money you budgeted or raised. Describe the aspects of the job you did.

Too vague: Sales Manager, The Daily Collegian, University Park, PA, 2008–10. Supervised staff; promoted ad sales.

Good details: Sales Manager, The Daily Collegian, University Park, PA, 2008–10. Supervised 22-member sales staff; helped recruit, interview, and select staff; assigned duties

and scheduled work; recommended best performer for promotion. Motivated staff

to increase paid ad inches 10% over previous year’s sales.

Verbs or gerunds (the -ing form of verbs) create a more dynamic image of you than do nouns, so use them on résumés that will be read by people. (Rules for scannable résumés to

be read by computers come later in this module.) In the following revisions, nouns, verbs,

and gerunds are in bold type.

Nouns: Chair, Income Tax Assistance Committee, Winnipeg, MB, 2007–08. Responsibili- ties: recruitment of volunteers; flyer design, writing, and distribution for pro- motion of program; speeches to various community groups and nursing homes to advertise the service.

Verbs: Chair, Income Tax Assistance Committee, Winnipeg, MB, 2007–08. Recruited volunteers for the program. Designed, wrote, and distributed a flyer to promote the program; spoke to various community groups and nursing homes to advertise the service.

Gerunds: Chair, Income Tax Assistance Committee, Winnipeg, MB, 2007–08. Responsi- bilities included recruiting volunteers for the program; designing, writing, and distributing a flyer to promote the program; and speaking to various community groups and nursing homes to advertise the service.

Note that the items in the list must be in parallel structure (◀◀ p. 74). Figure 27.6 lists action verbs that work well in résumés.

Instant Replay

Chronological Résumés

A chronological résumé summarizes what you did

in a timeline (starting with

the most recent events,

and going backward in

reverse chronology ). Use a chronological résumé when

your education and experience

• Are a logical preparation for

the position for which you’re

applying.

• Show a steady progression

leading to the present.

I R

Chronologic

According to IBM’s Ed Struzik,

as much as 90% of large

companies use computerized

applicant-tracking systems to

weed out unwanted résumés.

Starbucks, which received

7.6 million applications in

12 months, and Procter &

Gamble, which got nearly a

million applications for 2,000

job openings, both use such

systems. To get past them,

experts advise mimicking key

words in job descriptions,

visiting the company’s website

to better understand its culture,

keeping the résumé format

simple and streamlined, and

not lying or exaggerating your

claims. If you went to a college

with a strong reputation—even

only to take a continuing

education class—be sure to

include it.

Source: Lauren Weber, “Your Résumé Vs. Oblivion,” The Wall

Street Journal, January 24, 2012,

http://online.wsj.com/article/SB100

014240529702046242045771789

41034941330.html .

These jobs paid 40% of my college expenses.

Paid for 65% of expenses with jobs, scholarships, and loans.

1999–2005 Full-time homemaker.

2007–13 Various construction jobs to support family.

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458 Unit Seven Job Hunting

Skills Résumés

Skills résumés use as headings the skills used in or the aspects of the job you are applying for, rather than the title or the dates of the jobs you’ve held (as in a chronological résumé).

For entries under each skill, combine experience from paid jobs, unpaid work, classes,

activities, and community service.

Use headings that reflect the jargon of the job for which you’re applying: logistics rather than planning for a technical job; procurement rather than purchasing for a civil- ian job with the military. Figure 27.7 shows a skills résumé for someone who is changing

fields. Marcella suggests that she already knows a lot about the field she hopes to enter by

using its jargon for the headings.

Figure 27.6 Action Verbs for Résumés

analyzed

budgeted

built

chaired

coached

collected

conducted

coordinated

counseled

created

demonstrated

designed

developed

directed

earned

edited

established

examined

evaluated

helped

hired

improved

increased

interviewed

introduced

investigated

led

managed

motivated

negotiated

observed

organized

persuaded

planned

presented

produced

recruited

reported

researched

reviewed

revised

saved

scheduled

simplified

sold

solved

spoke

started

supervised

trained

translated

wrote

Good résumés provide accurate details about what you’ve done, rather than exaggerate.

Reprinted with permission of CartoonStock.com , www.

cartoonstock.com .

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Module 27 Résumés 459

Figure 27.7 A Skills Résumé for Someone Changing Job Fields

Marcella G. Cope 370 Monahan Lane Dublin, OH 43016 614-555-1997 [email protected] www.linkedin.com/in/marcellagcope

Objective To help create high- quality CD-ROM products in Metatec’s New Media Solutions Division

Editing and Proofreading Experience • Edited a textbook published by Simon and Schuster, revising with attention to format, consistency, coherence, document integrity, and document design.

• Proofed training and instructor’s manuals, policy statements, student essays and research papers, internal documents, and promotional materials.

• Worked with authors in a variety of fields including English, communication, business, marketing, economics, education, history, sociology, biology, agriculture, computer science, law, and medicine to revise their prose and improve their writing skills by giving them oral and written feedback.

Writing Experience • Wrote training and instructor’s manuals, web page copy, professional papers, and letters, memos, and reports.

• Co-authored the foreword to a forthcoming textbook (Fall 2013) from NCTE press. • Contributed to a textbook forthcoming (Fall 2013) from Bedford Books/St. Martin's press.

Computer Experience • Designed a web page using Dreamweaver (www.cohums.ohio-state.edu/english/People/ Bracken.1/Sedgwick/)

• Learned and used a variety of programs on both Macintosh and PC platforms: Word Processing and Spreadsheets Dreamweaver Microsoft Project PageMaker E-Mail PowerPoint Aspects (a form for online synchronous discussion) Storyspace (a hypertext writing environment)

Other Business and Management Experience • Developed policies, procedures, and vision statements. • Supervised new staff members in a mentoring program. • Coordinated program and individual schedules, planned work and estimated costs, set goals, and evaluated progress and results.

• Member of team that directed the nation’s largest first-year writing program.

Computer experience is crucial for almost every job.

Specify the hardware and software you’ve worked

with.

On the first page of a skills résumé, put skills directly related to the job for which you're applying.

An extra half space creates good visual impact.

Put company’s name in objective.

Include area code for phone numbers and your complete e-mail address.

Use bullets and bold type to add impact.

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460 Unit Seven Job Hunting

Figure 27.7 A Skills Résumé for Someone Changing Job Fields (continued)

Choose references who can speak about your skills

for the job for which you’re applying.

If you use two pages be sure to put your name and “Page 2” on the second page.

The reader may remove a staple.

Most recent

job first.

Explain honor societies that the reader may not know.

Marcella G. Cope

Page 2

Employment History Graduate Teaching Associate, Department of English, The Ohio State University, September 2010-Present. Taught Intermediate and First-Year Composition. Writing Consultant, University Writing Center, The Ohio State University, January-April 2011. Program Administrator, First-Year Writing Program, The Ohio State University, September 2010-January 2011.

Honors Phi Kappa Phi Honor Society, inducted 2010. Membership based upon performance in top ten percent of graduate students nationwide. Letters of Commendation, 2010–12. Issued by the Director of Graduate Studies in recognition of outstanding achievement. Dean’s List, Northwestern University, Evanston, IL

Education

Master of Arts, June 2012, The Ohio State University, Columbus, OH. Cumulative GPA: 4.0/4.0 Bachelor of Arts, June 2010, Northwestern University, Evanston, IL. Graduated with Honors.

References

Karen J. Packer Associate Professor, and Coordinator, Program in Professional Writing The Ohio State University 421 Denney Hall, 164 West 17th Avenue Columbus, OH 43210 614-555-6556 [email protected]

Marilyn Duffey Director, Ohio University Writing Program Ohio University 140 Chubb Hall Athens, OH 45701 614-555-9443 [email protected]

James Bracken Associate Professor, English and Library Science The Ohio State University 224 Main Library, 1858 Neil Avenue Mall Columbus, OH 43210 614-555-2786 [email protected]

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Module 27 Résumés 461

You need at least three headings related to the job in a skills résumé; six or seven is not

uncommon. Give enough detail so the reader will know what you did. Put the most impor-

tant category from the reader’s point of view first.

A job description can give you ideas for headings. Possible headings and subheadings

for skills résumés include

Administration Communication

Alternates or subheadings: Alternates or subheadings:

Coordinating Conducting Meetings

Evaluating Editing

Implementing Fund-Raising

Negotiating Interviewing

Planning Speaking

Keeping Records Negotiating

Scheduling Persuading

Solving Problems Proposal Writing

Budgeting Report Writing

Supervising

Many jobs require a mix of skills. Include the skills that you know will be needed in the

job you want.

In a skills résumé, list your paid jobs under Employment History near the end of the

résumé (see Figures 27.5 and 27.7 ). List only job title, employer, city, state, and dates.

Omit details about what you did, since you will have already used them under Experience.

What parts of the two résumés are the same? LO 27-5

▶ Career Objective, Summary of Qualifications, Education, Honors, and References.

All résumés should have the necessary information to contact you and include an Edu-

cation section. Many résumés today also include a Summary of Qualifications. Career

Objective, Honors, and References are optional.

Contact Information

Provide the easiest and most relevant ways to contact you professionally. At minimum that

includes a street address, phone number, and e-mail address, but many employers are also

looking for LinkedIn or other social networking URLs. Use only business-friendly ones.

You may want to note a social networking URL elsewhere in the résumé if doing so is

appropriate, such as discussing your Twitter page under Computer Skills or stating you

have a portfolio available through LinkedIn at the end of the résumé.

Use both campus and permanent home contact information if you alternate during sum-

mers and vacations.

Summary of Qualifications

A section summarizing the candidate’s qualifications seems to have first appeared in scan-

nable résumés, where its keywords helped to increase the number of matches a résumé

produced. But the section proved useful for human readers as well and now is a standard

part of most résumés. The best summaries show your knowledge of the specialized termi-

nology of your field and offer specific, quantifiable achievements.

Weak: Reliable Better: Achieved zero sick days in four years with UPS.

Instant Replay

Skills Résumés

Use a skills résumé when

• Your education and

experience are not the usual

route to the position.

• You’re changing fields.

• You want to combine

experience from paid jobs,

activities and volunteer

work, and courses.

• Your recent work history

may create the wrong

impression.

I R

Skills Résum

According to Hire Right,

an employee background

checker, 53% of job seekers’

résumés contain inaccurate

information, while 34% have

outright lies. Exaggerating or

putting false information on a

résumé is a bad idea. Just ask

Scott Thompson and Dave

Edmondson, former CEOs

of Yahoo! and RadioShack,

respectively, who lost their jobs

after lies were discovered.

Source: Cindy Krischer Goodman, “Lying on a Résumé a Really

Bad Idea,” The Miami Herald,

May 15, 2012, http://www.

miamiherald.com/2012/05/15/v-

fullstory/2801282/lying-on-resume-

a-really-bad-idea.html .

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462 Unit Seven Job Hunting

Weak: Staff accountant Better: Experience with Accounts Payable, Accounts Receivable, Audits, and Month-

End Closings. Prepared monthly financial reports.

Weak: Presentation Skills Better: Gave 20 individual and 7 team presentations to groups ranging from 5 to 100

people.

Your real accomplishments should go in the Summary section. Include as many key-

words as you legitimately can. Terms suggested by Rebecca Smith appear in Figure 27.8 ;

see her website for even more.

Education

Education can be your first major category if you’ve just earned (or are about to earn) a

degree, if you have a degree that is essential or desirable for the position you’re seeking, or

if you can present the information briefly. Put Education later if you need all of page 1 for

another category or if you lack a degree that other applicants may have.

Include summer school if you took courses to fit in extra electives or to graduate early

but not if you were making up a course you flunked during the year. Include study abroad,

even if you didn’t earn college credits. If you got a certificate for international study, give

the name and explain the significance of the certificate.

Highlight proficiency in foreign or computer languages by using a separate category.

Professional certifications can be listed under Education, under or after your name, or

in a separate category.

Include your GPA only if it’s good. Because grade point systems vary, specify what

your GPA is based on: “3.4/4.0” means 3.4 on a 4.0 scale. If your GPA is under 3.0 on

a 4.0 scale, use words rather than numbers: “B– average.” If your GPA isn’t impressive,

calculate your average in your major and your average for your last 60 hours. If these are

higher than your overall GPA, consider using them.

List in reverse chronological order (most recent first) each degree earned, field of study,

date, school, city, state of any graduate work, short courses and professional certification

courses, college, community college, or school from which you transferred.

Site to See

Go to

www.eresumes.com

eResumes & Resources

provides extensive examples of

keywords and web résumés.

Go to

Figure 27.8 Keywords for Sample Jobs

Accountant Hotel Manager Human Resources Generalist Marketing Director

Accounts payable Hospitality management EEO regulations Strategic planning skills

Accounts receivable Banquet sales ADA Market research

Audits Marketing Applicant screening New product transition

G/L Guest relations Applicant tracking Trade show management

Microsoft Excel Employee training 401(K) Competitive market analysis

Financial reports Front office management Merit pay program Team skills

SEC filings Occupancy rate Training and development Multiple priorities

Budget analysis Guest services Compensation Direct marketing campaigns

Gross margin analysis Convention management Recruitment Business models

Month-end closings Reservations Diversity Marketing business plans

Source: Rebecca Smith, Electronic Résumés & Online Networking: How to Use the Internet to Do a Better Job Search, Including a Complete, Up-to-Date Resource Guide (Career Press, 1999), pp. 192–194.

B.S. in Personnel Management, June 2014, Georgia State University, Milledgeville, GA

A.S. in Office Management, June 2013, Georgia Community College, Atlanta, GA

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Module 27 Résumés 463

To fill a page, you can also list selected courses, using short descriptive titles rather than

course numbers. Use a subhead such as “Courses Related to Major” or “Courses Related

to Financial Management” which will allow you to list all the courses (including psychol-

ogy, speech, and business communication) that will help you in the job for which you’re

applying. Don’t say “Relevant Courses,” as that implies that all your other courses were

irrelevant. A Microsoft survey revealed that 70% of recruiters said they

rejected applicants because of

what they found online about

them, including posts on their

Facebook pages. Reppler,

a start-up that specializes in

sanitizing social networking

pages, surveyed 300 hiring

managers and found 91% used

social networking to screen job

applicants. About half said they

started Googling as soon as

they got an application.

Source: Kashmir Hill, “What Prospective Employers Hope to

See in Your Facebook Account:

Creativity, Well-Roundedness, and

‘Chastity,’” Forbes, October 3,

2011, http://www.forbes.com/

sites/kashmirhill/2011/10/03/

what-prospective-employers-hope-

to-see-in-your-facebook-account-

creativity-well-roundedness-

chastity/ .

Bachelor of Science in Management, May 2012, Illinois State University,

Normal, IL

GPA: 3.8/4.0

Courses Related to Management:

Personnel Administration Business Decision-Making

Finance International Business

Management I and II Marketing

Accounting I and II Legal Environment of Business

Business Report Writing Business Speaking

Salutatorian, Niles Township East High School, June 2008, Niles, IL

B.S. in Marketing, May 2009, California State University at Northridge

30 hours in Marketing

15 hours in Spanish

9 hours in Chicano/a Studies

A third option is to list the number of hours in various subjects, especially if the combi-

nation of courses qualifies you for the position for which you’re applying.

Career Objective

Career Objective statements should sound like the job descriptions an employer might use

in a job listing. Keep your statement brief—two or three lines at most. Tell what you want

to do, what level of responsibility you want to hold.

Ineffective career objective: To offer a company my excellent academic foundation in hospital technology and my outstanding skills in oral and

written communication.

Better career objective: Selling state-of-the-art Siemens medical equipment.

Including the employer’s name in the objective is a nice touch.

Often you can avoid writing a Career Objective statement by putting the job title or field

under your name.

Note that you can use the field you’re in even if you’re a new graduate. To use a job title,

you should have some relevant work experience.

Honors and Awards

It’s nice to have the word Honors in a heading where it will be obvious even when the

reader skims the résumé. If you have fewer than three and therefore cannot justify a

Joan Larson Ooyen Terence Edward Garvey David R. Lunde

Marketing Technical Writer Corporate Fitness Director

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464 Unit Seven Job Hunting

separate heading, consider using the heading Activities and Honors to get that important

word in a position of emphasis.

Include the following kinds of entries in this category:

• Listings in recognition books (e.g., Who’s Who in the Southwest ). • Academic honor societies. Specify the nature of Greek-letter honor societies so the

reader doesn’t think they’re just social clubs.

• Fellowships and scholarships.

• Awards given by professional societies.

• Major awards given by civic groups.

• Varsity letters; selection to all-state or all-America teams; finishes in state, national, or

Olympic meets. (These could also go under Activities but may look more impressive

under Honors. Put them under one category or the other—not both.)

Omit honors such as “Miss Congeniality” that work against the professional image you

want your résumé to create.

As a new graduate, try to put Honors on page 1. In a skills résumé, put Honors on

page 1 if they’re major (e.g., Phi Beta Kappa, Phi Kappa Phi). Save them till page 2 if

Experience takes the whole first page.

References

Including references anticipates the employer’s needs and removes a potential barrier to

your getting the job. To make your résumé fit on one page, you can omit this category.

However, include References if you’re having trouble filling the page. Don’t say “References

Available on Request” because no job applicant is going to refuse to supply references.

If you don’t want your current employer to know you’re job hunting, omit the category in

the résumé and say in the letter, “If I become a finalist for the job, I will supply the names of

current references.”

When you list references, use three to five. Include at least one professor and at

least one employer or advisor—someone who can comment on your work habits and

leadership skills.

Always ask the person’s permission to list him or her as a reference. Don’t say, “May I

list you as a reference?” Instead, say, “Can you speak specifically about my work?” Jog the

person’s mind by taking along copies of work you did for him or her and a copy of your

current résumé. Tell the person what points you’d like him or her to stress in a letter. Keep

your list of references up to date. If it’s been a year or more since you asked someone, ask

again—and tell the person about your recent achievements.

References the reader knows are by far the most impressive. In a skills résumé, choose

references who can testify to your abilities in the most important skills areas.

Because many companies

forbid managers from

discussing a past employee’s

job performance, getting a job

reference that goes beyond

dates of employment can

be tough. One alternative,

suggests Russ Jones of

First Transitions, Inc., is to

seek references from former

managers and colleagues who

now work elsewhere. Whatever

the source, get permission

before naming anyone as a

reference.

Source: Perri Capell, “If a Boss Can’t Talk, Where Do Candidates

Get References?” The Wall

Street Journal, downloaded at

http://online.wsj.com/article/

SB120577223045642093.

html?mod 5 hpp_us_leisure on

March 19, 2008.

A good résumé speaks to your

skills and experiences and can

help in creating discussion

during the job interview.

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Module 27 Résumés 465

What should I do if the standard categories don’t fit? LO 27-6

▶ Create new ones.

Create headings that match your qualifications: Computer Skills, Military Experience,

Foreign Languages, Summer and Part-Time Jobs, Marketing Experience, Achievements

Related to Career Objective.

Education and Experience (if you use the latter term) always stand as separate catego-

ries, even if you have only one item under each head. Combine other headings so you have

at least two long or three short items under each heading. For example, if you’re in one

honor society, two social clubs, and on one athletic team, combine them all under Activi-

ties and Honors.

If you have more than seven items under a heading, consider using subheadings.

For example, a student who had a great many activities might divide them into Student

Government, Other Campus Activities, and Community Service.

Put your strongest categories near the top and at the bottom of the first page. If you have

impressive work experience, you might want to put that category first after your name, put

Education in the middle of the page, and put your address at the bottom.

Should I limit my résumé to just one page? LO 27-6

▶ Not if you’ve got lots of qualifications.

A one-page résumé is sufficient, but do fill the page. The average résumé is now two

pages, according to career-planning consultant Marilyn Moats Kennedy. An experiment

that mailed one-or two-page résumés to CPA firms showed that even readers who said

they preferred short résumés were more likely to want to interview the candidate with the

longer résumé. 1

If you do use more than one page, the second page should have at least 10 to 12 lines.

Use a second sheet and staple it to the first so readers who skim see the staple and know

there’s more. Leave less important information for the second page. Put your name and

“Page 2” or “Cont.” on the second page. If the pages are separated, you want the reader

to know who the qualifications belong to and that the second page is not your whole

résumé.

How do I create a scannable résumé? LO 27-7

▶ Take out all your formatting.

Figure 27.9 is an example of a scannable résumé.

To increase the chances that the résumé is scanned correctly,

• Use a standard typeface: Helvetica, Futura, Optima, Times Roman, New Century

Schoolbook, Courier, Univers, or Bookman. 2

• Use 12- or 14-point type.

• Use a ragged right margin rather than full justification. Scanners can’t always handle

the extra spaces between words and letters that full justification creates.

• Don’t italicize or underline words—even for titles of books or newspapers that

grammatically require such treatment.

• Put the text in bold to make sure letters don’t touch each other. Then remove the

bold.

• Don’t use lines, boxes, script, leader dots, or borders.

• Don’t use two-column formats or indented or centered text.

Instant Replay

Summary of

Qualifications

In the first section of your

résumé, summarize your

strengths. Use the specialized

terminology of your field and

offer specific, quantifiable

achievements.

I R

Summary of

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466 Unit Seven Job Hunting

• Put each phone number on a separate line.

• Use plenty of white space.

• Don’t fold or staple the pages.

• Don’t write anything by hand on your résumé.

• Send a laser copy. Stray marks defeat scanners.

Figure 27.9 A Scannable Résumé

Use 12– or 14–point type in a standard typeface. Here, Times Roman is used.

In keywords, use labels and terms that employers

might use in a job listing.

Give as much information as you like.

The computer doesn’t care how long the docum ent is.

Don’t use columns. Scanners can’t handle them.

Jerry A. Jackson

Keywords: family financial management; investment sales; computer modeling;

competitive; self-starter; hard worker; responsible; collegiate athletics; sales experience;

willing to travel

Campus Address

1636 Highland Street

Philadelphia, PA

(215) 555-5718

E-mail address: [email protected]

Linkedin page includes portfolio of my materials on saving for life goals, such as a home,

children’s education, and retirement: www.linkedin.com/in/jerryajackson

Permanent Address

45 East Mulberry

Huntington, NY 11746

(516) 555-7793

Summary of Qualifications

High energy. Played sports during two years of college. Started two businesses.

Sales experience. Sold both clothing and investments successfully.

Presentation skills. In individual and group presentations, spoke to groups ranging from 2 to 75

people. Gave informative, persuasive, and inspirational talks.

Financial experience. Knowledgeable about stocks and bonds, especially energy and telecommunication

companies.

Computer experience. Microsoft Word, Excel, SPSS, PowerPoint, and Dreamweaver.

Experience creating web pages.

Education

A.A.S. in Finance, May 2013, Community College of Philadelphia, Philadelphia, PA

“B” Grade Point Average

Comprehensive courses related to major provide not only the basics of family financial

management but also skills in communication, writing, speaking, small groups, and computer

modeling.

Accounting I and II

Business and Professional Writing

Computer Programming

Finance

Economics I and II

Family Resource Management

Family and Human Development Statistics

Public Speaking

Interpersonal Communication

1

2

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Module 27 Résumés 467

To increase the number of matches or “hits,”

• Use a Keywords section under your name, address, and phone. In it, put not only

degrees, job field or title, and accomplishments but also personality traits and attitude:

dependable, skill in time management, leadership, sense of responsibility. 3 • Use industry buzzwords and jargon, even if you’re redundant. For example, “web page

design and HTML coding” will “match” either “Web” or “HTML” as a keyword.

• Use nouns. Some systems don’t handle verbs well.

• Use common headings such as Summary of Qualifications, Strengths, Certifications,

and so forth, as well as Education, Experience, and so on.

• Use as many pages as necessary.

• Mention specific software programs (e.g., Lotus Notes) you’ve used.

• Be specific and quantifiable. “Managed $2 million building materials account” will

generate more hits than “manager” or “managerial experience.” Listing Microsoft

Front Page as a skill won’t help as much as “Used Microsoft Front Page to design

an interactive web page for a national fashion retailer, with links to information about

style trends, current store promotions, employment opportunities, and an online video

fashion show.”

• Join honor societies and professional and trade organizations, since they’re often

used as keywords. 4 Spell out Greek letter societies (the scanner will mangle Greek

characters, even if your computer has them): “Pi Sigma Alpha Honor Society.” For

English words, spell out the organization name; follow it with the abbreviation in

To see the HTML coding that

someone has used to create a

web résumé, click on “View,”

then on “Source” or “Page

Source.”

Figure 27.9 A Scannable Résumé (continued)

Don’t justify margins. Doing so creates extra spaces that confuse scanners.

Omit bold and italics. Some scanners can hand le

bullets, but they aren’t needed in a scannable r ésumé.

Sports Experience

CAAD (Colonial Athletes Against Drugs)

Intramural Volleyball Team (Division Champions, Winter 2012)

Two-year Varsity Letterman, Community College of Philadelphia, Philadelphia, PA

Men’s NCAA Division II Basketball

Experience

Financial Sales Representative, Primerica Company, Philadelphia, PA, February 2008-present.

Work with clients to plan investment strategies.

Research and recommend specific investments, including stocks, bonds, mutual funds, and

annuities.

Entrepreneur, Huntington, NY and Philadelphia, PA, September 2007-January 2009

Created a saleable product, secured financial backing, found a manufacturer, supervised

production, and sold product–12 dozen T-shirts at $5.25 profit each–to help pay for college

expenses.

Landscape Maintenance Supervisor, Huntington, NY, Summers 2001–07.

Formed a company to cut lawns, put up fences, fertilize, garden, and paint houses.

Hired, fired, trained, motivated, and paid friends to complete jobs.

Collector and Repair Worker, ACN, Inc., Huntington, NY, Summers 2001–05.

Collected and counted up to $10,000 a day.

Worked with technicians troubleshooting and repairing electronic and coin mechanisms of video

and pinball games, cigarette machines, and jukeboxes.

Willing to relocate

U.S. citizen

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468 Unit Seven Job Hunting

parentheses: “College Newspaper Business and Advertising Managers Association

(CNBAM).” That way, the résumé will be tagged whether the recruiter searches for the

full name or the acronym.

• Put everything in the résumé, rather than “saving” some material for the cover letter.

While some applicant tracking systems can search for keywords in cover letters and

other application materials, most only extract information from the résumé, even though

they store the other papers. The length of the résumé doesn’t matter.

How should I prepare an online résumé? LO 27-7

▶ If an employer requests one, follow these guidelines.

Traditional paper résumés are still popular, but employers increasingly are requesting other

forms, and hiring managers and recruiters now use e-mail for most of their correspondence.

With the popularity of the web, you may want to post your résumé online. If you don’t know

hypertext markup language (HTML), the behind-the-scenes programming that displays web

pages in your browser, you can save your résumé as HTML in Word or WordPerfect. How-

ever, be aware that the HTML editors in word-processing programs create messy codes that

computer programmers deplore. If you’re claiming the ability to code web pages as one of

your skills and abilities, use real HTML, not the code created by Word or WordPerfect.

In your web résumé,

• Include an e-mail link at the top of the résumé under your name.

• Omit your street addresses and phone numbers. (A post office box is OK.) Employers

who find your résumé on the web will have the technology to e-mail you.

• Consider having links under your name and e-mail address to the various parts of your résumé.

Use phrases that give the viewer some idea of what you offer: e.g., Marketing Experience. • Link to other pages that provide more information about you (a list of courses, a

document you’ve written), but not to organizations (your university, an employer) that

shift emphasis away from your credentials.

• Don’t be cute. Do be professional. Link to other pages you’ve created only if they

convey the same professional image as your résumé.

• Put your strongest qualification immediately after your name and e-mail address. If the

first screen doesn’t interest readers, they won’t scroll through the rest of the résumé.

• Specify the job you want. Recruiters scroll from top to bottom and should not have to

search for this information. 5

• Specify city and state for educational institutions and employers.

• Use lists, indentations, and white space to create visual variety.

• Most commercial and many university sites offer lists of applicants, with a short

phrase after each name. Craft this phrase to convince the recruiter to click on your résumé.

• Proofread the résumé carefully.

Be prepared during the job interview to create HTML or Java text or provide an

in-office writing sample. Firms know that candidates can get help with web pages and

online portfolios and may want confirmation that the skills they represent indeed belong

to the candidate.

Can I use a video résumé? LO 27-8

▶ Yes, if it’s appropriate for the situation and presents you in the best light.

Video résumés can be powerful tools for reaching an audience. They let applicants use

sight, sound, color, and motion to enhance appeals and demonstrate skills needed for the

job. But video résumés also leave applicants vulnerable to discrimination or ridicule, as

was the case for Aleksey Vayner, whose much-maligned “Impossible is Nothing” made the

If you send your résumé in

an e-mail message, consider

these guidelines for etiquette:

• Use a personal e-mail

account, not your

employer’s. Google, Yahoo!,

and Hotmail provide free

e-mail accounts.

• Avoid silly or cryptic e-mail

addresses that might be

screened out by anti-

spam software. Instead of

[email protected] , use

[email protected] .

• Omit your street address

and phone number, writing

“Confidential Résumé”

in their place, if you are

concerned about your

e-mail being read by a third

party.

• Send individual, targeted

messages rather than mass

mailings.

• Write a simple subject line—

Résumé for Kate Sanchez,

for instance.

If you send a résumé as an

attachment, send one version

in a popular word-processing

format, such as Microsoft

Word, and another as a text or

rich text format so it can still be

opened by other programs.

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Module 27 Résumés 469

Figure 27.10 Checklist for

Résumés

Visual Impact

h Does the text visually fill the page? h Is your name easy to read (large font, surrounded by white space)? h Are the headings and text easy to skim (bold, rather than underlined or full caps;

bullet points)?

Specific Supporting Details

h Does a Summary of Qualifications or Keywords highlight your skills and knowledge?

h Do recent, relevant, and substantive details show that you are qualified for the job? h Do details interest the reader and set you apart from other applicants? h Are details quantifiable when they help?

Style and Mechanics

h Are duties and accomplishments listed in parallel structure? h Does the text omit the word I? h Is the writing tight and forceful? h Are jobs listed in reverse chronological order (starting with the most recent)? h If there is a second page, does it contain your name and Page 2? h Is the résumé free from typos and other errors?

Checklist for

Résumés

Vi l I

C C ff

rounds on the Internet and included examples of ballroom dancing, downhill skiing, and

bench pressing (hundreds of pounds)—all for a job in banking. 6 Know, too, that we may

overestimate our strengths on camera, as TV shows like American Idol have made audi- ences painfully realize!

When you have a choice, weigh the benefits of using video résumés against the risks.

Many potential employers, for instance, can scan through dozens of paper résumés in the

time it takes to view a single video résumé. Which résumé might they prefer? Consider

using a video résumé if it’s appropriate for the organization and job sought, such as one

in entertainment, motivational speaking, or face-to-face sales—and if it’s the best way to

present you. Stick to traditional methods otherwise.

For a video résumé:

• Be professional in behavior and appearance (◀◀ Module 9, p. 130). • Practice a few times before recording. (For tips on how to appear best on camera,

◀◀ Module 13, p. 231.) • Introduce yourself, and then show why you’re a strong candidate for the job by using

you-attitude and positive emphasis, highlighting skills necessary for the job.

• Keep the video brief unless you know the employer wants a longer video, bearing

in mind that because employers are usually busy or could be using slow Internet

connections, a minute or two may be ideal.

• Use imagery and sound to enhance your presentation, but refrain from discordant edits,

colors, music, and special effects.

• Record several versions using quality equipment, and select the version that presents

you best.

• Where possible, test your video résumé with an audience similar to your target

audience.

• Check your video résumé from time to time to make sure it downloads and plays

correctly, especially as new versions of software reach the market.

While technology can make job

hunting easier, old-fashioned

networking and face-to-

face communication still

drive success. Toy company

executive Paul Nawrocki, a

casualty of the recession, wore

a sandwich board and passed

out copies of his résumé on

the streets of New York. He

also appeared in dozens of

television interviews about

his plight, some uploaded to

the web. Ultimately, though,

a friend introducing Nawrocki

to his future boss at a toy-

industry fair got him a job after

99 weeks of unemployment.

Source: Samantha Gross, “Sandwich-Board Job Hunter

Finds Work After 2 Years,” April

24, 2010, http://news.yahoo.

com/s/ap/20100424/ap_on_bi_ge/

us_sandwich_board_job_hunter .

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470 Unit Seven Job Hunting

You can e-mail video résumés directly to employers or post them on sites like you-

tube.com , facebook.com , workblast.com , hirevue.com , and mypersonalbroadcast.com .

Check to see if fees are involved, and make certain any page hosting your video résumé

presents you appropriately. You can also watch others’ video résumés on these sites for

inspiration.

Summary of Learning Objectives

• A résumé must fill at least one page. Use two pages if you have

extensive activities and experience. (LO 27-1) • Emphasize information that is relevant to the job you want, is

recent (last three years), and shows your superiority to other

applicants. (LO 27-1) • To emphasize key points, put them in headings, list them verti-

cally, and provide details. (LO 27-2) • Experiment with layout, fonts, and spacing to get an attractive

résumé. (LO 27-2) • Avoid templates. Space will be limited, and readers will have

seen them before. If you use a service that uses a template, cre-

ate another résumé that looks good. Take it with you to inter-

views. (LO 27-2) • Proofread carefully. (LO 27-2) • Résumés use sentence fragments punctuated like complete

sentences. Items in the résumé must be concise and parallel.

Emphasize verbs and gerunds in a résumé that people will read.

(LO 27-3) • A chronological résumé summarizes what you did in a time-

line (starting with the most recent events and going backward

in reverse chronology ). It emphasizes degrees, job titles, and dates. Use a chronological résumé when your education and

experience (LO 27-3) • Are a logical preparation for the position for which you’re

applying.

• Show a steady progression leading to the present.

• A skills résumé emphasizes the skills you’ve used, rather than the job in which, or the date when, you used them. Use a skills

résumé when (LO 27-3) • Your education and experience are not the usual route to the

position for which you’re applying.

• You’re changing fields.

• You want to combine experience from paid jobs, activities

or volunteer work, and courses to show the extent of your

experience in administration, finance, speaking, and so forth.

• Your recent work history may create the wrong impression

(e.g., it has gaps, shows a demotion, shows job-hopping, etc.).

• A chronological résumé uses separate categories for Experi-

ence, Activities, and Volunteer Work. Experience is organized

by jobs, with the most recent job first. (LO 27-4) • A skills résumé replaces these three categories with headings

of the skills needed for the job for which the job hunter is

applying. With each skill, items are listed in order of impor-

tance, combining paid and unpaid work. An Employment His-

tory section lists job titles, employers, city, state, and dates.

(LO 27-4) • Résumés commonly contain the applicant’s name, address,

phone number, education, and experience. Activities, honors,

and references should be included if possible. (LO 27-5) • To fill the page, list courses or list references vertically.

(LO 27-5) • Create headings that match your qualifications. Education and

Experience always stand as separate categories. (LO 27-6) • A one-page résumé is sufficient, but do fill the page. The aver-

age résumé is now two pages, according to consultant Marilyn

Moats Kennedy. (LO 27-6) • To create a scannable résumé, create a “plain vanilla” text using

industry jargon, buzzwords, and acronyms. (LO 27-7) • In a web résumé, omit street addresses and phone numbers,

consider having links to parts of the résumé, and proofread

carefully. (LO 27-7) • A video résumé uses sight, sound, color, and motion to rep-

resent you. Only use a video résumé if it is appropriate for the

situation and presents you in the best light. (LO 27-8)

Assignments for Module 27

27.1 How do you decide whether to use a chronological or a skills résumé? (LO 27-3)

27.2 In a chronological résumé, in what order do you list your experience? (LO 27-4)

27.3 Why should you think about dividing a section that has more than seven items? (LO 27-5)

Questions for Comprehension

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Module 27 Résumés 471

27.4 Is it ethical to omit information that might hurt you, such as a low grade point average? (LO 27-1)

27.5 Should someone who is having trouble creating a good résumé pay a résumé service to create a document for him

or her? (LO 27-1, 27-2)

27.6 Suppose you know that people with your qualifications are in great demand. Is there any reason for you to take the time

to write a strong résumé? (LO 27-1)

27.7 What are the arguments for and against listing references on your résumé? (LO 27-5)

Questions for Critical Thinking

27.8 Analyzing Your Accomplishments (LO 27-1)

27.9 Remembering What You’ve Done (LO 27-1)

Exercises and Problems

List the 10 accomplishments that give you the most per-

sonal satisfaction.

These could be things that other people would not

notice. They can be things you’ve done recently or things

you did years ago.

Answer the following question for each accomplishment:

1. What skills or knowledge did you use?

2. What personal traits did you exhibit?

3. What about this accomplishment makes it personally

satisfying to you?

As Your Instructor Directs,

a. Share your answers with a small group of other

students.

b. Summarize your answers in a memo to your instructor.

c. Present your answers orally to the class.

Use the following list to jog your memory about what

you’ve done. For each, give three or four details as well as

a general statement.

Describe a time when you

1. Used facts and figures to gain agreement on an impor-

tant point.

2. Identified a problem faced by a group or organization

and developed a plan for solving the problem.

3. Made a presentation or a speech to a group.

4. Responded to criticism.

5. Interested other people in something that was impor-

tant to you and persuaded them to take the actions you

wanted.

6. Helped a group deal constructively with conflict.

7. Demonstrated creativity.

As Your Instructor Directs,

a. Identify which job(s) each detail is relevant for.

b. Identify which details would work well on a résumé.

c. Identify which details, further developed, would work

well in a job letter.

27.10 Evaluating Career Objective Statements (LO 27-1 to LO 27-3)

None of the following career objective statements is effec-

tive. What is wrong with each statement as it stands? Which

statements could be revised to be satisfactory? Which

should be dropped?

1. To use my acquired knowledge of accounting to eventu-

ally own my own business.

2. A progressively responsible position as a MARKET-

ING MANAGER where education and ability would

have valuable application and lead to advancement.

3. To work with people responsibly and creatively, helping

them develop personal and professional skills.

4. A position in international marketing which makes use

of my specialization in marketing and my knowledge of

foreign markets.

5. To design and maintain web pages.

27.11 Writing a Paper Résumé (LO 27-1 to LO 27-5)

Write a résumé on paper that you could mail to an employer

or hand to an interviewer at an interview.

As Your Instructor Directs,

a. Write a résumé for the field in which you hope to find a job.

b. Write two different résumés for two different job paths

you are interested in pursuing.

c. Adapt your résumé to a specific company you hope to

work for.

27.12 Writing a Scannable Résumé (LO 27-7)

Take the résumé you like best from Problem 27.11 and create a scannable version of it.

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472 Unit Seven Job Hunting

Wait until the final draft is complete to edit and proofread. There

is no point in proofreading words and passages that might change.

(Some writers claim to proofread documents while they’re com-

posing; this practice is like trying to mow the lawn and trim the

hedges at the same time.)

Editing includes checking for you-attitude and positive emphasis,

fixing any sexist or biased language, and correcting grammatical errors.

Proofreading means making sure that the document is free from

typos. Check each of the following aspects.

Spelling. Scan for misspelled or misused words that spell-checkers don’t catch: not instead of now, you instead of your, its instead of it’s, their instead of there or they’re, one instead of won, and so forth.

Consistency. Check abbreviations and special terms. Names. Double-check the reader’s name. Punctuation. Make sure that parentheses and quotation marks come

in pairs. Be on the lookout for missing or extra commas and periods.

Format. Look for errors in spacing, margins, and document design, especially if you compose your document on one computer

and print it out at another. Use the correct format for citations—

MLA, APA, Chicago, etc.

Numbers and dates. Double-check all numbers to make sure they add up. Make sure page numbers appear where they should

and are sequential. Do the same for tables of contents or appen-

dixes. Check dates.

How to proofread is as individual as writing style. Try these

methods or invent your own:

• Read the document from last word to first word to catch spelling errors.

• Read the document in stages —first page, second page, third page—with plenty of “rest” in between so you are fresh for

each page.

• Read pages out of sequence so you can concentrate on the characters on the page rather than the meaning.

• Read the document aloud, listening for awkward or incorrect phrasing.

• Ask a friend to read the document aloud, voicing punctua- tion, while you follow along with the original.

Whatever your approach, build time into the composing pro-

cess for proofreading. If possible, finish the document a day or two

before it’s due to allow enough time. (If the document is a 100-

page report, allow even more time.) If you’re in a hurry, use a spell-

checker, proof the document yourself, and ask a friend or colleague to proof it as well.

Proofreading

Polishing Your Prose

Exercises

Proofread the following passages.

1. August 20, 20072

W. W. Lyndhurst INC.

10002 Avenue of the Americas

New York, NY 21211

Mr. frank Sugarman

12o1 North. 5th Stret.

Detroit, MN

Dear Mrs. Sugar:

Thanx for yore recent enquiry reguarding you’re recent order of July 17, 2001. AS you know, we at WW

Lyndhurt, Ink, value you’re satisfactory. Rest assure that a replacement part isn’t on it’s weigh.

Should you require anything else, please don’t call me, at 1-80-555-1209?

Once again,

Incredulously,

Kevin corcoran

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Module 27 Résumés 473

2. Resumed for Kathy Jones

332 West Long Strt.

Columbus, OHIO 4321579

(614–555–8188)

Objectifi cation

A management positive in fullfi lament services where my skulls, expereince can be boast be used to help your

company acheeve it’s goals.

Relevent Experience:

2000 to Present Day: Ass. Manager for high-end sports equipt distributor. Responsibly for checking new

customers out.

1895–200: Owned and Operated Jones, Inc., a telephone order processing company for ladys apparel.

1997: Received a plague for Must Compromising Executive of the Year” from Columbus Monthly Magazine.

1998: Delivery addresses to local high school senior citizens on why accuracy it important in busyness.

Special Skills

Type 7 or more wrods per minute

Studied English all my life. Fluent in French.

Shot at local gun club.

Check your answers to the odd-numbered exercises at the back of the book.

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474

Module

LEARNING OBJECTIVES

T he purpose of a job application letter is to get an interview. If you get a job through interviews

arranged by a campus placement office or through contacts, you may not need to write a letter.

However, if you want to work for an organization that isn’t interviewing on campus, or later when you

change jobs, you probably will. Writing a letter is also a good preparation for a job interview because

the letter is your first step in showing a specific company what you can do for it.

Technology is also changing how people are applying for jobs. Some organizations want a brief

e-mail summarizing your qualifications for the job rather than a formal letter, with a résumé attached.

Others simply want a résumé. Employers are free to choose what works best for them, so adapt

accordingly. When a job application letter is called for, the skills in this module will help you to craft a

good one in whatever form it takes.

LO 28-1 Select job application letters for different situations.

LO 28-2 Contrast differences among job application letters.

LO 28-3 Compare similarities among job application letters.

LO 28-4 Examine methods for specific company targeting.

LO 28-5 Apply principles for T-letters.

LO 28-6 Apply principles for appropriate job application letter length.

LO 28-7 Apply principles for good job application letter tone.

LO 28-8 Apply principles for e-mail job application letters.

Module 28 describes how to write job application letters best suited to impress potential employers.

After completing the module, you should be able to

Job Application Letters 28

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Figure 28.1 Allocating Time in Writing a Job Application Letter (Your time may vary.)

Letter responding to an announced job opening. Total time: 12 hours

Planning

Read ad carefully.

Check the web for company facts and culture.

Identify knowledge, skills, and abilities from the résumé that are

particularly relevant to this company and this job.

Answer the PAIBOC questions (◀◀ Module 1). Think about document design (◀◀ Module 5). Organize the message.

6 hours

Writing

Draft the letter.

3 hours

Revising

Reread draft.

Measure draft against PAIBOC questions, ad, and checklist for application

letters (Figure 28.8).

Revise draft.

Ask for feedback on draft.

Revise draft based on feedback.

Edit document to catch grammatical errors.

Run spell-check.

Proof by eye.

Sign letter; put in envelope with résumé, and mail.

3 hours

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Module 28 Job Application Letters 475

In your letter, focus on

• Major requirements of the job for which you’re applying.

• Points that separate you from other applicants.

• Points that show your knowledge of the organization.

• Qualities that every employer is likely to value: the ability to write and speak effectively,

to solve problems, to get along with people.

Note that the advice in this book applies to job hunting in the United States. Conventions,

expectations, and criteria differ from culture to culture: different norms apply in different

countries. Even within the United States, different discourse communities (◀◀ p. 28) may have different preferences. For example, letters applying for sales jobs should be more

aggressive than the examples in this module.

Every employer wants businesslike employees who understand professionalism. To

make your application letter professional,

• Create your letter on a computer. Use a standard font (Times Roman, Palatino, Arial, or

Helvetica) in 11- or 12-point type.

• Address your letter to a specific person. If the reader is a woman, call the office to find

out what courtesy title (◀◀ p. 132) she prefers. • Don’t mention relatives’ names. It’s OK to use other names if the reader knows them

and thinks well of them, if they think well of you and will say good things about you,

and if you have permission to use their names.

• Omit personal information not related to the job.

• Unless you’re applying for a creative job in advertising or web design, use a conservative

style: few contractions, no sentence fragments, clichés, or slang.

• Edit the letter carefully and proof it several times to make sure it’s perfect.

Figure 28.1 lists the activities involved in crafting a strong letter.

Website Gawker published

a 3,000-word rejection letter

sent out to 900 applicants for

a writing position. Among the

42 tips the letter had were to

use a one-paragraph e-mail

“cover letter” explaining why

the applicant was qualified,

with the added caveat to

“keep it short and sweet.”

After Shea Gunther’s rejection

letter was printed and received

harsh criticism, he published a

rebuttal on website Salon.

Source: Emma Carmichael, “Here’s How to Condescend to 900 Job

Applicants with a 3,000-Word

Rejection Letter,” March 26, 2012,

http://gawker.com/5896584/

heres-how-to-condescend-to-900-

job-applicants-with-a-3000 1 word-

rejection-letter/ .

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476 Unit Seven Job Hunting

What kind of letter should I use? LO 28-1

▶ It depends on whether the company has asked for applications.

Two different hiring situations call for two different kinds of application letters. Write

a solicited letter when you know that the company is hiring: you’ve seen an ad, you’ve been advised to apply by a professor or friend, you’ve read in a trade publication that the

company is expanding. Sometimes, however, the advertised positions may not be what you

want, or you may want to work for an organization which has not announced that it has

openings in your area. Then you write a prospecting letter (as in prospecting for gold). Prospecting letters help you tap into the hidden job market (◀◀ p. 443). In some cases,

your prospecting letter may arrive at a company that has decided to hire but has not yet

announced the job. In other cases, companies create positions to get a good person who is

on the market. Even in a hiring freeze, jobs are sometimes created for specific individuals.

How are the two letters different? LO 28-2

▶ They begin and end differently.

When you know the company is hiring, organize your letter in this way:

1. State that you’re applying for the job (phrase the job title as your source phrased it). Tell

where you learned about the job (ad, referral, web). Briefly show that you have the major

qualifications required by the ad: a degree, professional certification, job experience,

and so forth. Summarize your other qualifications briefly in the same order in which you

plan to discuss them in the letter. This summary sentence or paragraph then covers everything you will talk about and serves as an organizing device for your letter.

Some experts question

whether the traditional job

application cover letter is going

away. At least one survey,

though, by OfficeTeam found

that 91% of more than 1,000

executives polled said cover

letters were either somewhat or

very valuable when evaluating

a job candidate. “Although the

job application process has

increasingly moved online, the

importance of a cover letter

shouldn’t be underestimated,”

says Robert Hosking,

OfficeTeam’s executive director.

“It often is the first opportunity

to make a positive impression

on hiring managers.”

Source: Luke Roney, “How to Write a Knock-’em-Dead Cover Letter,”

February 21, 2012, U.S. News

and World Report, http://money.

usnews.com/money/blogs/outside-

voices-careers/2012/02/21/

how-to-write-a-knock-em-dead-

cover-letter .

I have a good background in standard accounting principles and procedures and a

working knowledge of some of the special accounting practices of the oil industry.

This working knowledge is based on practical experience in the oil fields: I’ve pumped,

tailed rods, and worked as a roustabout.

Let me put my creative eye, artistic ability, and experience to work for McLean Design.

2. Develop your major qualifications in detail. Be specific about what you’ve done; relate your

achievements to the work you’d be doing in this new job. This is not the place for modesty!

3. Develop your other qualifications, even if the ad doesn’t ask for them. (If the ad asks for

a lot of qualifications, pick the most important three or four.) Show what separates you

from the other applicants who will also answer the ad. Demonstrate your knowledge of

the organization.

4. Ask for an interview; tell when you’ll be available to be interviewed and to begin work.

End on a positive, forward-looking note.

Figure 28.2 presents this pattern of organization visually. Figure 28.4 is an example of

a solicited letter.

When you don’t have any evidence that the company is hiring, you cannot use the pat-

tern for solicited letters. Instead, organize your letter this way:

1. Catch the reader’s interest.

2. Create a bridge between the attention-getter and your qualifications. Focus on what you know and can do. Because the employer is not planning to hire, he or she won’t be impressed

with the fact that you’re graduating. Summarize your qualifications briefly in the same order

in which you plan to discuss them in the letter. This summary sentence or paragraph then covers everything you will talk about and serves as an organizing device for your letter.

Site to See

Go to

www.career.vt.edu/ jobsearchguide/ coverlettersamples.html

for examples of job

applications from Virginia

Polytechnic Institute and State

University.

Go to

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Request for Action

Details

Details

Request for Action

Attention-Getter

Details

Details

Request for Action

1636 Highland Street

Philadelphia, PA 43201

March 7, 2013

Mr. John A. Addison, President and co-CEO

Primerica

116 E. 8th Street

New York, NY 21101

Dear Mr. Addison:

I am interested in the position of Regional Manager announced in the February 24 issue of The New York Times. I will receive an A.A.S. in Finance in May and already have a year’s experience as a financial sales representative in Primerica’s Philadelphia office.

My program in Finance has given me the opportunity to focus on Family Financial Management.

I have had the opportunity to take courses not only in investments but also in how families

manage their resources and the financial stages that U.S. families typically go through. In one

class, I had the opportunity to create an Excel spreadsheet to calculate how much a family needed

to save to put two children through college, depending on the age of the children and the

anticipated expense of college. Writing the spreadsheet gave me a “hands-on” feel for the need for

investments over and above simply looking up figures on a chart.

Financial selling is a highly competitive field. I am a competitor and have been all my life. While I

was in high school, I created a business, hired a staff, and lined up clients. I know the value of

training and hard work, and I look forward to the challenge of motivating Primerica’s sales staff

to do their best. In my landscape business, I delegated work and motivated my employees to do

the high-quality jobs that my clients expected. My managerial experience running two businesses

could help me become an efficient Regional Manager more quickly.

In the last year, as a financial sales representative for Primerica, I’ve used my persuasive and sales

skills to help clients develop financial plans, choose the best investment products to fit their

needs, personalities, and lifestyles, and even recruited two clients to become Primerica

representatives themselves. I’d like to continue this record of success in your New York office.

Could we set up an appointment to discuss this possibility? I’ll be in New York March 23–27 and

would welcome the opportunity to talk about ways that I could put my experience and drive to

work for you.

Sincerely,

Jerry A. Jackson

Encl.: Résumé

1 2

Block format is a standard business format.

In 1, show you have the major qualifications listed in the ad.

Be specific about what you’ve done.

Ask for an interview.

End on a positive, forward-looking note.

Show how what you’ve done relates to what you could do in this job.

Confirming pages

Module 28 Job Application Letters 477

Figure 28.4 A Solicited Letter

Figure 28.2 How to

Organize a Solicited

Job Letter

Figure 28.3 How

to Organize a

Prospecting Letter

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478 Unit Seven Job Hunting

3. Develop your strong points in detail. Be specific. Relate what you’ve done in the past

to what you could do for this company. Show that you know something about the

company. Identify the specific niche you want to fill.

4. Ask for an interview and tell when you’ll be available for interviews. (Don’t tell when

you can begin work.) End on a positive, forward-looking note.

Figure 28.3 presents this pattern visually. Figure 28.5 shows a prospecting letter.

The First Paragraph of a Solicited Letter

When you know that the firm is hiring, announcing that you are applying for a specific

position enables the firm to route your letter to the appropriate person, thus speeding con-

sideration of your application. Identify where you learned about the job: “the position of

junior accountant announced in Sunday’s Dispatch, ” “William Paquette, our placement director, told me that you are looking for. . . .”

Note how the following paragraph picks up several of the characteristics of the ad:

Ad: Business Education Instructor at Shelby Adult Education. Candidate must possess a bach- elor’s degree in Business Education. Will be responsible for providing in-house training

to business and government leaders. . . . Candidate should have at least six months’ office

experience. Prior teaching experience not required.

Letter: I am interested in your position in Business Education. I will receive a Bachelor of Science degree from North Carolina A & T University in December. I have two years’ experience

teaching word processing and computer accounting courses to adults and have developed

leadership skills in the North Carolina National Guard.

Good word choices can help set your letter apart from the scores or even hundreds of let-

ters the company is likely to get in response to an ad. The following first paragraph of a

letter in response to an ad by Allstate Insurance Company shows a knowledge of the firm’s

advertising slogan and sets itself apart from the dozens of letters that start with “I would

like to apply for. . . .”

The Allstate Insurance Company is famous across the nation for its “Good Hands

Policy.” I would like to lend a helping hand to many Americans as a financial analyst for

Allstate, as advertised in the Chicago Tribune. I have an Associate of Applied Science degree in Accounting from Harold Washington College, and I have worked with figures,

computers, and people.

Note the last sentence forecasts the organization of the letter, preparing for paragraphs

about the student’s academic background and (in this order) experience with “figures,

computers, and people.”

First Paragraphs of Prospecting Letters

In a prospecting letter, asking for a job in the first paragraph is dangerous: unless the com-

pany plans to hire but has not yet announced openings, the reader is likely to throw the let-

ter away. Instead, catch the reader’s interest. Then in the second paragraph shift the focus

to your skills and experience, showing how they can be useful to the employer.

Here are an effective first paragraph and the second paragraph of a letter applying to be

a computer programmer for an insurance company:

Site to See

Go to

http://career-advice. monster.com/resumes- cover-letters/cover-letter- tips/jobs.aspx

for dozens of articles on writing

job application letters.

Taking a cue from advertising,

Lynn Taylor suggests job

seekers focus on their unique

selling proposition, or USP,

when crafting job application

letters. The consultant cites

famous advertising campaigns

for products that cemented a

USP in the minds of the public,

such as Colgate Toothpaste’s

“It cleans your breath while it

cleans your teeth.” In a similar

way, she says, job seekers

should consider what USP

would best describe them to

employers.

Source: Lynn Taylor, “Winning a Job with Your USP,”

BusinessWeek, March 12, 2010,

http://www.businessweek.com/

managing/content/mar2010/

ca2010038_552370.htm .

Computers alone aren’t the answer to demands for higher productivity in the competi-

tive insurance business. Merging a poorly written letter with a database of customers

just sends out bad letters more quickly. But you know how hard it is to find people who

can both program computers and write well.

Go to

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Marcella G. Cope 370 Monahan Lane

Dublin, OH 43016

614-555-1997

[email protected]

August 23, 2012

Mr. John Harrobin New Media Solutions Metatec Corporation 7001 Metatec Boulevard Dublin, OH 43017

Dear Mr. Harrobin:

Putting a textbook on a CD-ROM saves paper but does nothing to take advantage of the many possibilities the CD-ROM environment provides. Yet it can be a real challenge to find people who write well, proof carefully, and understand multimedia design. You will see from my enclosed résumé that I have this useful combination of skills.

Rita Haralabidis tells me that Metatec needs people to design and develop high-quality CD-ROM products to meet business and consumer deadlines. Most of the writing and editing that I do is subject to strict standards and even stricter deadlines, and I know information is useful only if it is available when clients need it.

When I toured Metatec this spring, members of the New Media Solutions Group shared some of their work from a series of interactive CD-ROM textbooks they were developing in tandem with Harcourt Brace. This project sparked my interest in Metatec because of my own experience with evaluating, contributing to, and editing college-level textbooks.

As a program administrator at The Ohio State University, I examined dozens of textbooks from publishers interested in having their books adopted by the nation’s largest First-Year Writing Program. This experience taught me which elements of a textbook--both content and design--were successful, and which failed to generate interest. Often, I worked closely with sales representatives to suggest changes for future editions. My own contributions to two nationally distributed textbooks further familiarized me with production processes and the needs of multiple audiences. My close contact with students convinces me of the need to produce educational materials that excite students, keep their attention, and allow them to learn through words, pictures, and sounds.

My communication and technology skills would enable me to adapt quickly to work with both individual clients and major corporations like CompuServe and The American Medical Association. I am a flexible thinker, a careful editor, a fluent writer, and, most importantly, a quick study. I will call you next week to find a mutually convenient time when we can discuss putting my talents to work for Metatec.

Sincerely,

Marcella G. Cope

Enclosed: Résumé

Marcella creates a “letterhead” that harmonizes with her résumé (see Figure 27.7).

Block format with justified margins lets Marcella get this letter on one page.

In a prospecting letter, open with a sentence which (1) will seem interesting and true to the reader and (2) provides a natural bridge to talking about yourself.

Shows knowledge of the company.

Shows she can meet company needs.

When you’re changing fields, learning quickly

is a real plus.

All of these terms

fit Metatec’s production

of multi- media

educational materials.

Names specific clients, showing

more knowledge

of the company.

One way to refer

to the enclosed résumé.

Relates what she’s

done to what she could do for this

company.

Confirming pages

Module 28 Job Application Letters 479

Figure 28.5 A Prospecting Letter from a Career Changer

My education and training have given me this useful combination. I’d like to put my

associate’s degree in computer technology and my business experience writing to cus-

tomers to work in State Farm’s service approach to insurance.

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480 Unit Seven Job Hunting

The best job applications give the employer a

sample of what you can do. Hector Palacios

created a demo reel of animations to convince

potential employers to hire him.

(Source: Palacios, Hector. “Demo Reel for Pixar application.” YouTube. http://www.youtube.com/ watch?v=-hbi0t3H7ew)

I am available for interviews any Wednesday or Friday.

Last Paragraphs

In the last paragraph, indicate when you’d be available for an interview. If you’re free any

time, say so. But it’s likely that you have responsibilities in class and work. If you’d have to

go out of town, there may be only certain days of the week or certain weeks that you could

leave town for several days. Use a sentence that fits your situation.

I could come to Memphis for an interview March 17–21.

I will call you on Wednesday, April 25, to schedule a time when we can talk.

I look forward to discussing with you ways in which I could contribute to The Limited’s

continued growth.

Should you wait for the employer to call you, or should you call the employer to request

an interview? In a solicited letter, it’s safe to wait to be contacted: You know the employer

wants to hire someone, and if your letter and résumé show that you’re one of the top appli-

cants, you’ll get an interview. However, for sales jobs, say that you’ll call the employer—

and do it! In a prospecting letter, also call the employer. Because the employer is not

planning to hire, you’ll get a higher percentage of interviews if you’re aggressive. Don’t,

however, be rude. No one owes you a response. And when you do call, be polite to the

person who answers the phone.

If you’re writing a prospecting letter to a firm that’s more than a few hours away by car,

say that you’ll be in the area the week of such-and-such and could stop by for an interview.

Companies pay for follow-up visits, but not for first interviews. A company may be reluc-

tant to ask you to make an expensive trip when it isn’t yet sure it wants to hire you.

End the letter on a positive note that suggests you look forward to the interview and that

you see yourself as a person who has something to contribute, not as someone who just

needs a job.

Instant Replay

How to Organize a

Solicited Letter

1. State that you’re applying for

the job, and tell where you

learned about it. Summarize

your qualifications in the

order in which you plan to

discuss them in the letter.

2. Develop your major

qualifications in detail.

3. Develop your other

qualifications. Show what

separates you from the other

applicants who will also

answer the ad. Demonstrate

your knowledge of the

organization.

4. Ask for an interview. State

when you can begin work.

End on a positive, forward-

looking note.

I R

How to Orga

What parts of the two letters are the same? LO 28-3

▶ The body paragraphs discussing your qualifications.

In both solicited and prospecting letters you should

• Address the letter to a specific person.

• Indicate the specific position for which you’re applying.

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Module 28 Job Application Letters 481

• Be specific about your qualifications.

• Show what separates you from other applicants.

• Show a knowledge of the company and the position.

• Refer to your résumé (which you would enclose with the letter).

• Ask for an interview.

Showing a Knowledge of the Position and the Company

If you could substitute another inside address and salutation and send out the letter without

any further changes, it isn’t specific enough. Use your knowledge of the position and the

company to choose relevant evidence from what you’ve done to support your claims that

you could help the company. (See Figures 28.4 and 28.5 .)

One or two specific details usually are enough to demonstrate your knowledge. Be sure

to use the knowledge, not just repeat it. Never present the information as though it will

be news to the reader. After all, the reader works for the company and presumably knows

much more about it than you do.

Separating Yourself from Other Applicants

Your knowledge of the company separates you from other applicants. You can also use

course work, an understanding of the field, and experience in jobs and extracurricular

events to show that you’re unique.

• This student uses summer jobs and course work to set herself apart from other applicants:

Instant Replay

How to Organize a

Prospecting Letter

1. Catch the reader’s interest.

2. Create a bridge between

the attention-getter

and your qualifications.

Summarize your

qualifications in the order in

which you plan to discuss

them in the letter.

3. Develop your strong points

in detail. Relate what

you’ve done in the past to

what you could do for this

company. Show that you

know something about

the company. Identify the

specific niche you want

to fill.

4. Ask for an interview. End on

a positive, forward-looking

note.

I R

How to Orga

A company as diverse as Monsanto requires extensive recordkeeping as well as numer-

ous internal and external communications. Both my summer jobs and my course work

prepare me to do this. As Office Manager for the steamboat Julia Belle Swain, I was in charge of most of the bookkeeping and letter writing for the company. I kept accurate

records for each workday, and I often entered over 100 transactions in a single day. In

business and technical writing I learned how to write persuasive letters and memos and

how to present extensive data in reports in a simplified style that is clear and easy to

understand.

• This student uses her sorority experience and knowledge of the company to set herself

apart from other applicants in a letter applying to be assistant personnel manager of a

multinational firm:

As a counselor for sorority rush, I was also able to work behind the scenes as well as

with the prospective rushees. I was able to use my leadership and communication skills

for group activities for 70 young women by planning numerous activities to make my

group a cohesive unit. Helping the women deal with rejection was also part of my job.

Not all of the rushees made final cuts, and it was the rush counselor who helped put the

rejection into perspective.

This skill could be helpful in speaking to prospective employees wishing to travel to

Saudi Arabia. Not all will pass the medical exams or make the visa application dead-

lines in time, and the assistant manager tells these people the news. An even more deli-

cate subject to handle is conveying news of a death of a relative or employee to those

concerned. My experience with helping people deal with small losses gives me a foun-

dation to help others deal with more severe losses and deeper grief.

Instant Replay

What Job Letters

Must Do

In all job letters,

• Address the letter to a

specific person.

• Indicate the specific position

for which you’re applying.

• Be specific about your

qualifications.

• Show what separates you

from other applicants.

• Show a knowledge of the

company and the position.

• Refer to your résumé (which

you would enclose with the

letter).

• Ask for an interview.

I R

What Job Le

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Confirming pages

482

Targeting a Specific Company in Your Letter LO 28-4

Building a Critical Skill

If your combination of skills is in high demand, a one-size-fits-

all letter may get you an interview. But when you must com-

pete against dozens—perhaps hundreds or even thousands—of

applicants for an interview slot, you need to target your letter to

the specific company. Targeting a specific company also helps

you prepare for the job interview.

The web makes it easy to find information about a company.

The following example shows how applicants could use infor-

mation posted on the United Parcel Service (UPS) website on

February 15, 2010.

Check for Facts about the Company

Like most corporate websites, www.ups.com has dozens of

facts about the company. A computer network administrator

might talk about helping to keep the company’s 156,000 work-

stations connected through 11,500 servers working well. A web

weaver could talk about supporting the 17 million page views

and 18.5 million tracking requests on a daily basis that the

site gets or about developing even the 5.7 petabytes of main-

frame and Unix storage housed at the company’s Mahwah,

New Jersey, world headquarters. Someone in accounting might

talk about being able to convert currency from the euro, the

pound, the yuan, the won, or the yen into dollars and back

again. Someone in human resources could talk about process-

ing benefits for the 408,000 employees worldwide, keeping

the company in Fortune ’s 50 best companies for minorities or encouraging recruits to join what Fortune called “The World’s Most Admired Company” in its industry.

Check News Releases and Speeches

A January 14, 2010, release notes that the company has estab-

lished 101 new field stocking locations (FSL) in China and will

use the UPS Post Sales Order Management System online to

place and track orders, access critical parts inventories, or deter-

mine the most optimal routing strategy to meet customer needs.

A candidate knowledgeable about Chinese languages and culture

could talk about the use of web-based platforms to keep the 89

key cities across China networked while the company expands

there and elsewhere. (UPS also has more than 950 FSLs in 120

countries.) Several releases discuss UPS’s commitment to going

“green.” Anyone interested in environmentally friendly business

strategies could talk about helping UPS expand its efforts even

further in meaningful ways, including reducing its carbon foot-

print, addressing recycling innovations, or continuing to expand

its truck fleet powered by electricity and natural gas.

In a November 11, 2009, speech in Singapore, CEO Scott

Davis said that creating a better business model for a new global

economy involves three key components: reality, resources, and

rules. He recognized the tremendous potential for growth in

Asia, and an understanding that UPS must partner with new-

generation global supply chains that are “predictable, visible,

resilient, and environmentally responsible.”

Check the Corporate Culture

Under “Careers,” “Life at UPS” describes the company’s facili-

ties, benefits, and commitment to diversity and philanthropy.

Reading about the active participation that UPS encourages

may remind applicants to talk about their own work tutoring

fifth graders or building houses for Habitat for Humanity, activ-

ities that demonstrate their fit with UPS. The use of the term

UPSers for employees suggests another way to identify with the company: Use that term once in the letter to suggest how

close one is to being an insider. The ad campaign for brown

suggests other ways to adapt a letter to the company: Talk about

the “brown” character traits you share or your desire to “bleed

brown.”

Can I use T-letters? LO 28-5

▶ Yes, if the employer prefers them.

Some employers want T-letters, a cross between a traditional job application letter and

a résumé. T-letters, like résumés, offer the advantage of skimming but with some of the

narrative qualities of a letter. The T-letter format, though, may make it difficult to provide

as much information as the job application letter and résumé combination, and not every

employer prefers T-letters. When in doubt, use the more traditional methods described in

this module and Module 27.

To create a T-letter, determine the duties of the job. Use a want ad or job description;

if none is available, research the kinds of skills that are needed typically, focusing on key

skills. Then create a two-column list, with the duties in one column and descriptions using

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Module 28 Job Application Letters 483

active verbs or gerunds of how you match what the employer wants in the other. Use bullets and organize your lists—a table format works nicely. Be sure to include details,

especially with dollar amounts and other quantities that work in your favor.

What you say in the opening paragraph is determined by whether the letter is solicited

or unsolicited. Follow the advice given in those sections of this module. Request an inter-

view in the last paragraph, and end on a positive, forward-looking note. If you have enclo-

sures, such as a résumé or work samples, note them at the end of the letter.

Make sure you give the appropriate contact information, including a telephone number or

e-mail address. As with any job application, use quality paper stock and proofread carefully.

Figure 28.6 shows a format for a T-letter.

How long should my letter be? LO 28-6

▶ Use a full page.

A short letter throws away an opportunity to be persuasive; it may also suggest that you

have little to say for yourself or that you aren’t very interested in the job.

Without eliminating content, tighten each sentence (◀◀ p. 276) to be sure that you’re using space as efficiently as possible. If your letter is still a bit over a page, use slightly smaller mar-

gins, a type size that’s one point smaller, or justified proportional type to get more on the page.

However, if you need more than a page, use it. The extra space gives you room to

be more specific about what you’ve done and to add details about your experience that

separate you from other applicants. Employers don’t want longer letters, but they will read them if the letter is well written and if the applicant established early in the letter that he or she has the credentials the company needs.

How do I create the right tone? LO 28-7

▶ Use you-attitude and positive emphasis.

You-attitude and positive emphasis help you sound assertive without being arrogant.

You-Attitude

Unsupported claims may sound overconfident, selfish, or arrogant. Create you-attitude

(◀◀ p. 90) by describing exactly what you have done and by showing how that relates to what you could do for this employer.

Lacks you-attitude: An inventive and improvising individual like me is a necessity in your business.

You-attitude: Building a summer house-painting business gave me the opportunity to find creative solutions to challenges. At the end of the first summer, for

example, I had nearly 10 gallons of exterior latex left, but no more jobs.

I contacted the home economics teacher at my high school. She agreed to

give course credit to students who were willing to give up two Saturdays to

paint a house being renovated by Habitat for Humanity. I donated the paint

and supervised the students. I got a charitable deduction for the paint and

hired the three best students to work for me the following summer. I could

put these skills in problem solving and supervising to work as a personnel

manager for Burroughs.

Remember that the word you refers to your reader. Using you when you really mean yourself or “all people” can insult your reader by implying that he or she still has a lot to

learn about business:

Since you’re talking about yourself, you’ll use I in your letter. Reduce the number of I ’s by revising some sentences to use me or my.

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341 Kaumualii Street

Honolulu, HI 96814

July 3, 2013

Ms. Genevieve Gigot–Adler

GDW Electronics Systems, Inc.

1174 West Alameda Street

Suite 174

San Francisco, CA 94501

Dear Ms. Gigot–Adler:

The international sales consultant position described in your July 3 advertisement in The San Francisco Examiner sounds like an excellent match for my skills and experiences. Listed here are the key requirements for the position, as well as my qualifications for each of them.

I will be in the San Francisco area throughout August. Could we schedule an appointment to

discuss how I might be of service to GDW Electronics Systems, Inc.? Until then, I look forward to

sharing further how I can be an asset to GDW’s sales team.

Sincerely,

Lawrence C. Tanaka

[email protected]

Your Requirements My Qualifications

• Bachelor’s Degree in

Business Administration,

Marketing, Advertising, or

related field.

• Excellent oral and written

communication skills.

• One year of management

or supervisory experience.

• Licensed with an excellent

driving record and a

willingness to travel.

• Skill in a foreign

language.

• Awarded B.B.A., Marketing, University of Hawaii at

Manoa, June 2011; graduated magna cum laude in

three years.

• Wrote promotional copy for five sales brochures

while interning with Green Manta Wireless; cold-called

customers for TV TOKYO, generating more than

$1,500 monthly in new cable and satellite subscribers;

received Dean’s Award for Best Freshman Essay.

• Supervised 11 lab assistants for university public

computer site; promoted to lead sales trainer at

TV TOKYO after two months.

• Licensed and free of accidents and citations since

16; have traveled throughout Europe, Canada, and the

United States; travel frequently to Japan.

• Am fluent in English, French, and Japanese;

speak some Chinese and Spanish.

In a solicited letter, indicate how

you learned of the job opening.

Center column headings or place them just to the left of the columns.

Choose key skills to focus on. Use a want ad or job description as a guide.

Some emplo

yers p refer

to con tact a

pplica nts

by e-m ail.

Ask for an interview.

Use verbs and

details in your

descriptions.

Use bullet points to emphasize information.

Create a table to organize your

columns. If you don’t want lines,

or rules, in the table, de-select

that feature in your word

processor.

Note if you’ll be in the area and can meet for an interview.

Bold hea dings.

Confirming pages

484 Unit Seven Job Hunting

Figure 28.6 A Solicited T-letter

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Module 28 Job Application Letters 485

In particular, avoid beginning every paragraph with I. Using prepositional phrases or introductory clauses will avoid beginning a sentence with I.

Positive Emphasis

Be positive. Don’t plead (“Please give me a chance”) or apologize (“I cannot promise that

I am substantially different from the lot”). Most negatives should be omitted in the letter.

Avoid word choices with negative connotations (◀◀ p. 102). Note how the following revisions make the writer sound more confident.

Negative: I have learned an excessive amount about writing through courses in journalism and advertising.

Positive: Courses in journalism and advertising have taught me to recognize and to write good copy. My profile of a professor was published in the campus newspaper; I earned an “A”

on my direct mail campaign for the American Dental Association to persuade young

adults to see their dentist more often.

Excessive suggests that you think the courses covered too much—hardly an opinion likely to endear you to an employer.

The company wants an e-mail application. What should I do? LO 28-8

▶ Compose a document in a word-processing program. Then paste it into your e-mail screen.

When you submit an e-mail letter (see Figure 28.7 ) with an attached résumé,

Under my presidency, the Agronomy Club. . . .

Courses in media and advertising management gave me a chance to. . . .

My responsibilities as a summer intern included. . . .

Develop a strong network of people to help you find jobs and to speak positively about you.

Copyright © Mort Gerberg/The New Yorker Collection, www.cartoonbank.com .

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Omit salutation.

Put the job number in the subject line and in the first paragraph.

Repeat your name and e-mail address at the end of the message.

Add details about your experience that directly relate to information included in the ad you are responding to.

If you have a web page, list it to show that you’re technologically savvy.

take the CPA exam in December.

figure inter/intra-company and travel expenses. I can analyze expenditures and compare

reduced so that the business could be run even more efficiently.

(www.traceymckennaacctg.com) to see the report I wrote on choosing the best method

My three years of experience at Allstate have given me the opportunity to take leadership

Tracey McKenna [email protected]

[email protected]

I am applying for the the Accounting position announced on IBM's Web site (jof17747). My resume is attached. I will receive a BS in accountancy from Bentley this August and plan to

I've learned to identify the best measures for fixed assets and property controls and to

them to past statements to identify trends and recommend ways that costs could be

I can use Excel to create computer graphics to provide the clear, reliable accounting data that IBM needs to continue growing each year. Please visit my web page

to accelerate depreciation

and show responsibility. I developed a procedure for making out arbitration reports which saved so much time that I was asked to teach it to the other employees in my department.

I could come to New York for an interview any Tuesday or Thursday afternoon.

Attach your resume.

Confirming pages

486 Unit Seven Job Hunting

• Put the job number or title for which you’re applying in your subject line and in the first

paragraph.

• Prepare your letter in a word-processing program with a spell-checker to make it easier

to edit and proof the document.

• Don’t send anything in all capital letters.

• Don’t use smiley faces or other emoticons.

• Put your name and e-mail address at the end of the message. Most e-mail programs

put the “sender” information at the top of the screen, but a few don’t, and you want the

employer to know whose letter this is!

Figure 28.7 An E-Mail

Application Letter

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Adaptation to Specific Company

h Is the letter addressed to a specific person (either the person specified in the ad or the person with the power to create a job for you)?

h Does the letter show your knowledge of the company and the position? h Does the letter specify the position you’re looking for?

Organization

h If you know the company is hiring, does the first paragraph indicate that you’re applying for the job and list your major qualification(s)?

h If, as far as you know, the company is not hiring, does the first paragraph catch the reader’s interest and create a bridge to talking about yourself?

h Does the last paragraph ask for an interview?

Specific Supporting Details

h Do details show that you have the basic qualifications specified in the ad? h Do details show that you can go beyond the basics to contribute to the company? h Do details separate you from other applicants?

Style and Mechanics

h Is the writing smooth, tight, and forceful? h Does the text avoid using I at the beginning of every paragraph? h Does the text use you-attitude and positive emphasis? h Is the letter free from typos and other errors?

Format and Visual Impact

h Does the letter use a standard letter format? h Is the page visually attractive, with a good mix of paragraph lengths?

Checklist for

Job Application Letters

Ad t ti

C C ff

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Module 28 Job Application Letters 487

Figure 28.8 Checklist for

Job Application Letters

Summary of Learning Objectives

• When you know that a company is hiring, send a solicited job letter. When you want a job with a company that has not announced openings, send a prospecting job letter. (LO 28-1)

• Organize a solicited letter in this way: (LO 28-2) 1. State that you’re applying for the job and tell where you

learned about the job (ad, referral, etc.). Briefly show that

you have the major qualifications required by the ad. Sum-

marize your qualifications in the order in which you plan to

discuss them in the letter.

2. Develop your major qualifications in detail.

3. Develop your other qualifications. Show what separates you

from the other applicants who will also answer the ad. Dem-

onstrate your knowledge of the organization.

4. Ask for an interview; tell when you’ll be available to be

interviewed and to begin work. End on a positive, forward-

looking note.

• Organize a prospecting letter in this way: (LO 28-2) 1. Catch the reader’s interest.

2. Create a bridge between the attention-getter and your quali-

fications. Summarize your qualifications in the order in

which you plan to discuss them in the letter.

3. Develop your strong points in detail. Relate what you’ve

done in the past to what you could do for this company.

Show that you know something about the company. Identify

the specific niche you want to fill.

4. Ask for an interview and tell when you’ll be available for

interviews. End on a positive, forward-looking note.

• In both letters, you should (LO 28-3) • Address the letter to a specific person.

• Indicate the specific position for which you’re applying.

• Be specific about your qualifications.

• Show what separates you from other applicants.

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488 Unit Seven Job Hunting

Assignments for Module 28

28.1 How should you organize a letter in response to an announced job opening? (LO 28-2)

28.2 How should you organize a letter when the company has not announced openings? (LO 28-2)

Questions for Comprehension

28.3 Why is it important for you to separate yourself from other applicants? (LO 28-1)

28.4 Is it ethical for someone who isn’t a good writer to hire someone to “ghostwrite” the letter for him or her? (LO 28-1 to LO 28-5)

28.5 Suppose that people with your qualifications are in great demand. Is there any reason for you to take the time to write

a strong letter? (LO 28-1 to LO 28-5)

28.6 Why should you not ask for a job in the first paragraph of a prospecting letter? (LO 28-3)

28.7 Why is a good writing style particularly important in a job application letter? (LO 28-7)

Questions for Critical Thinking

• Show a knowledge of the company and the position.

• Refer to your résumé (which you would enclose with the letter).

• Ask for an interview.

• To target your letter to a specific company, check for facts about

the company, check news releases and speeches, and check the

corporate culture. (LO 28-4) • Use a T-letter if the employer prefers it. List the job requirements

and your qualifications in a two-column format. (LO 28-5) • A short letter throws away the opportunity to be persuasive; it

may also suggest that you have little to say for yourself or that

you aren’t very interested in the job. (LO 28-6) • Tighten your writing, but if you need more than one page, use

it. (LO 28-6)

• Use you-attitude by supporting general claims with specific

examples and by relating what you’ve done to what the employer

needs. Use positive emphasis to sound confident. (LO 28-7) • When a company wants an e-mail letter, make the document as

easy to access as possible. To do so, you should (LO 28-8) • Compose a document in a word-processing program and

then paste it into your e-mail screen.

• Tell what word-processing program your scannable résumé

is saved in.

• Put the job number or title for which you’re applying in your

subject line and in the first paragraph.

• Avoid all capital letters and emoticons.

• Put your name and e-mail address at the end of the message.

28.8 Analyzing First Paragraphs of Prospecting Letters (LO 28-1, LO 28-2)

Exercises and Problems

All of the following are first paragraphs in prospecting

letters written by new graduates. Evaluate the paragraphs

on these criteria:

• Is the paragraph likely to interest the reader and motivate

him or her to read the rest of the letter?

• Does the paragraph have some content that the student

can use to create a transition to talking about his or her

qualifications?

• Does the paragraph avoid asking for a job?

1. Ann Gibbs suggested that I contact you.

2. Each year, the Christmas shopping rush makes more

work for everyone at Wieboldt’s, especially for the

Credit Department. While working for Wieboldt’s

Credit Department for three Christmas and summer

vacations, the Christmas sales increase was just one of

the credit situations I became aware of.

3. Whether to plate a two-inch eyebolt with cadmium for

a tough, brilliant shine or with zinc for a rust-resistant,

less expensive finish is a tough question. But similar

questions must be answered daily by your salesmen.

With my experience in the electro-plating industry, I

can contribute greatly to your constant need of getting

customers.

4. Prudential Insurance Company did much to help my

college career, as the sponsor of my National Merit

Scholarship. Now I think I can give something back

to Prudential. I’d like to put my education, including a

degree in finance from College, to work in your invest-

ment department.

5. Since the beginning of Delta Electric Construction Co.

in 1997, the size and profits have grown steadily. My

father, being a stockholder and vice president, often dis-

cusses company dealings with me. Although the com-

pany has prospered, I understand there have been a few

problems of mismanagement. I feel with my present and

future qualifications, I could help ease these problems.

28.9 Writing a Solicited Letter (LO 28-1 to LO 28-4) Write a letter of application in response to an announced

opening for a full-time job that a new graduate could hold.

Turn in a copy of the listing. If you use option (a), (b),

or (d) below, your listing will be a copy. If you choose

option (c), you will write the listing and can design your

ideal job.

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Module 28 Job Application Letters 489

28.10 Writing a Prospecting Letter (LO 28-1 to LO 28-4)

Pick a company you’d like to work for and apply for a spe-

cific position. The position can be one that already exists

or one that you would create if you could to match your

unique blend of talents. Give your instructor a copy of the

job description with your letter.

Address your letter to the president of a small company, the

area vice president or branch manager of a large company.

Use directories or the web to get the name and address of

the person with the power to create a job for you.

28.11 Writing a T-letter (LO 28-5) Write a T-letter. You can respond to a want ad and write

a solicited letter or choose a company you’d like to work

for and write a prospecting letter. In either case, deter-

mine the key duties required for the job, and match your

qualifications to them using description. Address the let-

ter to the appropriate person at the organization; if you

are prospecting, research the company to locate that

individual.

28.12 Improving You-Attitude and Positive Emphasis in Job Letters (LO 28-7) Revise each of these sentences to improve you-attitude and

positive emphasis. You may need to add information.

1. I understand that your company has had problems due

to the mistranslation of documents during international

ad campaigns.

2. Included in my résumé are the courses in Finance which

earned me a fairly attractive grade average.

3. I am looking for a position which gives me a chance to

advance quickly.

4. Although short on experience, I am long on effort and

enthusiasm.

5. I have been with the company from its beginning to its

present unfortunate state of bankruptcy.

a. Respond to an ad in a newspaper, in a professional jour-

nal, in the placement office, or on the web. Use an ad

that specifies the company, not a blind ad. Be sure that

you are fully qualified for the job.

b. Take a job description and assume that it represents a

current opening. Use a directory to get the name of the

person to whom the letter should be addressed.

c. If you have already worked somewhere, assume that

your employer is asking you to apply for full-time work

after graduation. Be sure to write a fully persuasive

letter.

d. Respond to one of the listings below. Use a directory

or the web to get the name and address of the person to

whom you should write.

1. Pepsi-Cola is hiring an assistant auditor. Minimum 12 hours of accounting. Work includes analysis and evalu-

ation of operating and financial controls and requires

contact with many levels of company management.

Extensive travel (50%) required through the United

States, along with some international work. Effec-

tive written and oral communication skills a must,

along with sound decision-making abilities. Locations:

Los Angeles, Dallas, Atlanta, Philadelphia, Denver,

Chicago. Refer to job FA-2534.

2. Roxy Systems ( Roxy.com ) seeks Internet Marketing Coordinators to analyze online campaigns and put together detailed reports, covering ad impressions and

click-through rates. Must have basic understanding of

marketing; be organized, creative, and detail-oriented;

know Microsoft Excel; have excellent communication

skills; and be familiar with the Internet. Send letter and

resume to [email protected] .

3. Bose Corporation seeks public relations/communi- cations administrative associate (Job Code 117BD). Write, edit, and produce the in-house newsletter using

desktop publishing software. Represent the company

to external contacts (including the press). Provide

administrative support to the manager of PR by sched-

uling meetings, preparing presentations, tabulating and

analyzing surveys, and processing financial requests.

Excellent organizational, interpersonal, and communi-

cation skills (both written and oral) required. Must be

proficient in MS Office and Filemaker Pro.

4. The Limited is hiring executive development program trainees. After completing 10-week training programs, trainees will become assistant buyers. Prefer people

with strong interest and experience in retailing. Apply

directly to the store for which you want to work.

5. A local nonprofit seeks a Coordinator of Volunteer Services. Responsibilities for this full-time position include coordinating volunteers’ schedules, recruiting

and training new volunteers, and evaluating existing

programs. Excellent listening and communication skills

required.

You-attitude (◀◀ Module 6) means that you’ll use lots of you ’s in business messages. However, use you only when it refers to your reader. When you mean “people in general,” use another

term.

Incorrect: When I visited your office, I learned that you need to find a way to manage your e-mail.

Correct: When I visited your office, I saw the importance of managing one’s e-mail.

Using You and I

Polishing Your Prose

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490 Unit Seven Job Hunting

Incorrect: Older customers may not like it if you call them by their first names.

Correct: Older customers may prefer being called by courtesy titles and their last names.

Omit you when it criticizes or attacks the reader.

Not you-attitude: You didn’t turn your expense report in by the deadline.

You-attitude: Expense reports are due by the fifth of each month. We have no record of receiving your

report.

When you talk about what you’ve done, use I.

Correct: In the past month, I have completed three audits.

In general, keep I ’s to a minimum. They make you sound less confident and more self-centered.

Weak: I think that we would save money if we bought a copier instead of leasing it.

Better: We would save money by buying a copier instead of leasing it.

Weak: I want to be sure that I understand how I will be affected by this project.

Better: How will this project affect our unit?

When you write a document that focuses on you (such as a

progress report or a job application letter), vary sentence structure

so you don’t begin every sentence with I.

Correct: This job gave me the opportunity to. . . . Correct: As an intern, I. . . . Correct: Working with a team, I. . . .

When you use a first-person pronoun as part of a compound subject

or object, put the first-person pronoun last.

Correct: She asked you and me to make the presentation. Correct: You, Kelly, and I will have a chance to talk to

members of the audience before the dinner.

Be sure to use the right case. Omit the other part(s) of the

compound to see the case you should use:

She asked me.

I will have a chance.

Use the same form when you restore the other words.

Exercises

Revise the following sentences to eliminate errors and improve the

use of you and I.

1. If you think you’re so smart, you do the report.

2. Though I and you can have very different viewpoints, I always

feel we work well together.

3. Collette said that I and you need to make sure our travel

requests are in by August 1.

4. Because you didn’t make a reservation, our team will have to

stay at a different hotel in Birmingham.

5. My boss, Guy Richards, doesn’t like it if you call him by his

first name.

6. I, Franco, Miranda, and Hamilton are taking the Victoria

Clipper to Vancouver tomorrow.

7. Your error on the report almost cost us the account. Make sure

you don’t do it again.

8. You must always keep your customer in mind, I learned, if

you are to be successful in this business.

9. When I and Cooper give the presentation at Bockner and

Basche, we’ll be giving it our all.

10. I personally approve this message about my company’s commit-

ment to service that I believe is critical to my company’s success.

Check your answers to the odd-numbered exercises at the back of the book.

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491

J ob interviews are scary, even when you’ve prepared thoroughly. But when you are prepared, you

can harness the adrenaline to work for you so that you put your best foot forward and get the job

you want.

Know, too, that you should feel good about yourself for making it to the interview process. Because

competition for a limited number of interview slots is often intense, being asked to interview at all is a

positive sign that the organization is interested in you. The task ahead is to show why you are the best

person for the job—to shine.

How to do that will depend on the potential employer and what you can anticipate will be expected

of you.

LEARNING OBJECTIVES

Job Interviews

LO 29-1 Apply strategies for job interviews.

LO 29-2 Know details for consideration before job interviews.

LO 29-3 Know techniques for practice before job interviews.

LO 29-4 Apply strategies for traditional interview question responses.

LO 29-5 Apply strategies for salary and benefits negotiations.

LO 29-6 Apply strategies for behavioral and situational interview preparation.

LO 29-7 Apply strategies for phone and video interview preparation.

Module 29 describes how best to prepare for successful job interviews. After completing the module,

you should be able to

Module

29

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492 Unit Seven Job Hunting

Today many employers expect you to

• Be more assertive, but not to the point you’re showing up at offices unannounced

or having parents call on your behalf. One employer deliberately tells the company

receptionist to brush off callers who ask about advertised openings. He interviews

only those who keep calling and offer the receptionist reasons why they should be

interviewed. (However, if you’re rejected even after giving reasons, accept the rejection

gracefully.)

• Follow instructions to the letter. The owner of a delivery company tells candidates to

phone at a precise hour. Failing to do so means that the person couldn’t be trusted to

deliver packages on time. 1

• Participate in many interviews. Candidates for jobs with Electronic Arts, a maker of

computer games, first answer questions online. Then they have up to five phone

interviews—some asking candidates to solve problems or program functions. Candidates

who get that far undergo “the gauntlet”: three days of onsite interviewing. 2

• Have one or more interviews by phone, computer, or video.

• Take one or more tests, including drug tests, psychological tests, aptitude tests, computer

simulations, and essay exams where you’re asked to explain what you’d do in a specific

situation.

• Be approved by the team you’ll be joining. In companies with self-managed work

teams, the team has a say in who is hired.

• Provide—at the interview or right after it—a sample of the work you’re applying to do.

You may be asked to write a memo or a proposal, calculate a budget on a spreadsheet,

or make a presentation.

Be nice to the receptionists and secretaries you speak to. Find out the person’s name

on your first call and use it on subsequent calls. “Thank you for being so patient. Can you

tell me when a better time might be to try to get Mr. or Ms. X? I’ll try again on [date].”

Sometimes, if you call after 5 p.m., executives answer their own phones since clerical staff

members have gone home.

If you get voice mail, leave a concise message with your name and phone number. Even

if you’ve called 10 times, keep your voice pleasant. If you get voice mail repeatedly, call

the main company number to speak with a receptionist. Ask whether the person you’re

trying to reach is in the building. If he or she is on the road, ask when the person is due in.

In addition to job applicants

having their social networking

pages scrutinized by potential

employers, some are also

being asked at interviews to

supply Facebook passwords,

friend human resource

managers, or log in to a

company computer. Apps

exist to allow companies to

scan through a Facebook

page if the applicant uses it to

connect to the company site.

The legality of such practices

is being debated, but so far, no

company has been prosecuted

and desperate job seekers

may be willing to supply the

information. Said Robert

Collins, a security guard who

had to interview for his former

job after his mother’s passing

sidelined him: “I needed my job

to feed my family. I had to.”

Source: Manuel Valdes and Shannon McFarland, “Job Seekers

Getting Asked for Facebook

Passwords,” May 12, 2012, http://

finance.yahoo.com/news/job-

seekers-getting-asked-facebook-

passwords-071251682.html .

Technology is helping companies select job applicants for interviews. For example, retailers like Lowe’s, Best Buy, and Finish Line use Unicru’s

online questionnaires with True/False statements to screen for management, dependability, customer service, and sales potential among

workers. How might you answer these types of questions?

T or F “I love to help people cheer up and

feel better.”

T or F “I’d rather do things my own way

than follow the rules.”

T or F “I am good at taking charge of a

group.”

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Module 29 Job Interviews 493

Why do I need an interview strategy? LO 29-1

▶ So that you can be proactive!

Develop an overall strategy based on your answers to these three questions:

1. What about yourself do you want the interviewer to know? Pick two to five points that represent your strengths for that particular job. These facts may be achievements,

character traits (such as enthusiasm), experiences that qualify you for the job and

separate you from other applicants, the fact that you really want to work for this

company, and so on. For each strength, think of a specific action or accomplishment

to support it. For example, be ready to give an example to prove that you’re “hard

working.” Show how you helped an organization save money or serve customers better.

Then at the interview, listen to every question to see if you could make one of your

key points as part of your answer. If the questions don’t allow you to make your points,

bring them up at the end of the interview.

2. What disadvantages or weaknesses do you need to minimize? Expect that you may be asked to explain weaknesses or apparent weaknesses in your record: lack of

experience, so-so grades, or gaps in your record.

3. What do you need to know about the job and the organization to decide whether to accept this job if it is offered to you?

What details should I think about? LO 29-2

▶ What you’ll wear, what you’ll take with you, and how to get there.

Inappropriate clothing or being late can cost you a job. Put enough time into planning

details so you can move on to substantive planning.

What to Wear

Your interview clothing should be at least as formal as the clothing of the person likely to

interview you. When the interview is scheduled, ask the person who invites you whether

the company has a dress policy. If the dress is “casual,” wear a shirt and a good-quality

skirt or pants, not jeans.

If you’re interviewing for a management or office job, wear a business suit. What kind of

suit? If you’ve got good taste and a good eye for color, follow your instincts. If fashion isn’t

your strong point, read John Molloy’s New Dress for Success (men’s clothes) and The New Woman’s Dress for Success Book. Perhaps the best suggestion in the books is his advice to visit expensive stores, noting details—the exact shade of blue in a suit, the number of buttons

on the sleeve, the placement of pockets, the width of lapels—and then go to stores in your

price range and buy a suit that has the details found on more expensive clothing.

For onsite interviews, show that you understand the corporate culture. Paul Capelli,

former public relations executive at Amazon.com and now vice president of public rela-

tions at CNBC, suggests that applicants find out what employees wear “and notch it up

one step”:

If the dress is jeans and a T-shirt, wear slacks and an open collar shirt. . . . If it’s slacks and

an open collar shirt, throw on a sport coat. If it’s a sport coat, throw on a suit. At least match

it and go one step up, but don’t go three steps down. 3

Choose comfortable shoes. You may do a fair amount of walking during an onsite

interview.

Take care of all the details. Check your heels to make sure they aren’t run down; make

sure your shoes are shined. Have your hair cut or styled conservatively. Jewelry and

makeup should be understated. Personal hygiene must be impeccable. If you wear cologne

or perfume, keep it to a minimum.

According to researchers, plain

people earn up to 10% less than

people of average looks, who

in turn earn up to 8% less than

those considered good looking.

Of course, beauty is in the eye

of the beholder. Author Gordon

Wainright says people can

increase attractiveness through

good posture, clothing, behavior,

eye contact, and listening skills.

Looks can hurt, too. In one study,

people taken with Governor

Sarah Palin’s appearance

correspondingly rated her lower

in competence and intelligence

than her competitors.

Sources: Kate Lorenz, “Do Pretty People Earn More?” downloaded

on December 11, 2007, at http://

www.careerbuilder.com/JobSeeker/

careerbytes/CBArticle.aspx?articleI

D_312&cbRecursionCnt_1&cbsid_

da6166fef63b43a6889364728cba

126a-250727339-TF-4&ns_siteid_

ns_us_g_do_attractive_people , and

www.careerbuilder.com/JobSeeker/

careerbytes/CBArticle.aspx?artic

leID_312&cbRecursionCnt_1&cb

sid_da6166fef63b43a6889364728

cba126a-250727339-TF-4&ns_

siteid_ns_us_g_do_attractive_

people ; and Ben Smith, “Did Palin’s

Looks Hurt?” March 5, 2009, http://

news.yahoo.com/s/politico/30276 .

Research carefully an

organization’s dress code.

Swiss bank UBS AG required

female employees to wear

skin-colored undergarments

and advised them on how to

apply makeup and fingernail

polish. For men, the company

required haircuts every month

and specified how to tie their

ties. After public scrutiny, many

of the rules were revised.

Source: “Swiss Bank UBS Changes Much-Mocked Dress

Code,” January 17, 2011,

http://news.yahoo.com/s/

ap/20110117/ap_on_bi_ge/

eu_switzerland_ubs_dress_code .

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494 Unit Seven Job Hunting

What to Bring to the Interview

Bring extra copies of your résumé. If your campus placement office has already given the

interviewer a data sheet, present the résumé at the beginning of the interview: “I thought

you might like a little more information about me.”

Bring something to write on and something to write with. It’s OK to bring in a small

notepad with the questions you want to ask on it.

Bring copies of your work or a portfolio: an engineering design, a copy of a memo you

wrote on a job or in a business writing class, an article you wrote for the campus paper.

You don’t need to present these unless the interview calls for them, but they can be very

effective.

Bring the names, addresses, and phone numbers of references if you didn’t put them

on your résumé. Bring complete details about your work history and education, including

dates and street addresses, in case you’re asked to fill out an application form.

If you can afford it, buy a briefcase to carry these items. At the start of your career, an

inexpensive briefcase is acceptable.

Note-Taking

During or immediately after the interview, write down

• The name of the interviewer (or all the people you talked to, if it’s a group interview or

an onsite visit).

• What the interviewer seemed to like best about you.

• Any negative points or weaknesses that came up that you need to counter in your

follow-up letter or phone calls.

• Answers to your questions about the company.

• When you’ll hear from the company.

The easiest way to get the interviewer’s name is to ask for his or her card. You may be

able to make all the notes you need on the back of the card.

Some interviewers say that they respond negatively to applicants who take notes during

the interview. However, if you have several interviews back-to-back or if you know your

memory is terrible, do take brief notes during the interview. That’s better than forgetting

which company said you’d be on the road every other week and which interviewer asked

that you get in touch with him or her.

How to Get There

If you’re going to a place you haven’t been before, do a practice run at the same time of day

your interview is scheduled for. Check out bus transfers or parking fees. On the day of the

interview, leave early enough so that you’ll get to the interview 15 minutes early. Use the

extra time to check your appearance in the restroom mirror and to thumb through the com-

pany publications in the waiting room. If an accident does delay you, call to say you’ll be late.

Should I practice before the interview? LO 29-3

▶ Absolutely!

Your interviewing skills will improve with practice. Rehearse everything you can: put

on the clothes you’ll wear and practice entering a room, shaking hands, sitting down, and

answering questions. Ask a friend to interview you. Saying answers out loud is surpris-

ingly harder than saying them in your head.

Some campuses have videotaping facilities so you can watch your own sample inter-

view. Videotaping is more valuable if you can do it at least twice; you can modify behavior

the second time and check the tape to see whether the modification works.

Bring work samples, résumé

copies, and, of course, yourself

to the interview, but think twice

about anything detrimental,

including emotional baggage.

One candidate bad-mouthed a

former boss, who she claimed

“scarred me emotionally.”

The candidate’s reputation for

being difficult eventually caught

up with her. Other strange

things to share are being in

anger management for hitting a

former co-worker, fighting with

your spouse on the way to the

interview, and having locked a

mentally ill patient in a room to

teach him a lesson.

Source: Kelly Eggers, “Ten Dumb Things Said During Job interviews,”

The Wall Street Journal, March 15,

2012, http://online.wsj.com/article/

SB1000142405297020478180457

7272044012778530.html .

Instant Replay

Interview Strategy

Plan an interview strategy

based on these three

questions:

1. What two to five facts

about yourself do you want

the interviewer to know?

2. What disadvantages or

weaknesses do you need

to overcome or minimize?

3. What do you need to

know about the job and

the organization to decide

whether or not you want to

accept this job if it is offered

to you?

I R

Interview St

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Module 29 Job Interviews 495

How to Act

Should you “be yourself”? There’s no point in assuming a radically different persona. If

you do, you run the risk of getting into a job that you’ll hate (though the persona you

assumed might have loved it). On the other hand, all of us have several selves: we can be

lazy, insensitive, bored, slow-witted, and tongue-tied, but we can also be energetic, percep-

tive, interested, intelligent, and articulate. Be your best self at the interview. Interviews can make you feel vulnerable and defensive; to counter this, review your

accomplishments—the things you’re especially proud of having done. You’ll make a better

impression if you have a firm sense of your own self-worth.

Every interviewer repeats the advice that mothers often give: sit up straight, don’t mum-

ble, look at people when you talk. It’s good advice for interviews. Be aware that many

people respond negatively to smoking.

Office visits that involve meals and semisocial occasions call for sensible choices. When

you order, choose something that’s easy and unmessy to eat. Watch your table manners.

Eat a light lunch, with no alcohol, so that you’ll be alert during the afternoon. At dinner or

an evening party, decline alcohol if you don’t drink or are underage. If you do drink, accept

just one drink—you’re still being evaluated. Be aware that some people respond negatively

to applicants who drink hard liquor.

Parts of the Interview

Every interview has an opening, a body, and a close.

In the opening (two to five minutes), good interviewers will try to set you at ease. Some interviewers will open with easy questions about your major or interests. Others open by

telling you about the job or the company. If this happens, listen so you can answer later ques-

tions to show that you can do the job or contribute to the company that’s being described.

The body of the interview (10 to 25 minutes) is an all-too-brief time for you to high- light your qualifications and find out what you need to know to decide if you want to

accept a second interview. Expect questions that allow you to showcase your strong points

and questions that probe any weaknesses evident from your résumé. (You were neither in

school nor working last fall. What were you doing?) Normally, the interviewer will also try

to sell you on the company and give you an opportunity to raise questions.

Be aware of time so you can make sure to get in your key points and questions: “We

haven’t covered it yet, but I want you to know that I. . . .” “I’m aware that it’s almost 10:30.

I do have some more questions that I’d like to ask about the company.”

In the close of the interview (two to five minutes), the interviewer will usually tell you what happens next: “We’ll be bringing our top candidates to the office in February. You

should hear from us in three weeks.” One interviewer reports that he gives applicants his

card and tells them to call him. “It’s a test to see if they are committed, how long it takes

for them to call, and whether they even call at all.” 4

Close with an assertive statement. Depending on the circumstances, you could say: “I’ve

certainly enjoyed learning more about General Electric.” “I hope I get a chance to visit your

Phoenix office. I’d really like to see the new computer system you talked about.” “This job

seems to be a good match between what you’re looking for and what I’d like to do.”

Stress Interviews

A stress interview deliberately puts the applicant under stress. If the stress is physical (e.g., you’re given a chair where the light is in your eyes), be assertive: Move to another

chair or tell the interviewer that the behavior bothers you.

Usually the stress is psychological. A group of interviewers fire rapid questions. A sin-

gle interviewer probes every weak spot in the applicant’s record and asks questions that

elicit negatives. If you get questions that put you on the defensive, rephrase them in less inflammatory terms, if necessary, and then treat them as requests for information.

Site to See

Go to

http://jobsearchtech.about .com/od/interviewtips/

for links to resources on

the web for successful job

interviews.

Go to

According to a CareerBuilder

survey, 70% of the 850 hiring

managers polled said they’d

experienced at least one weird,

strange, or bizarre behavior

during an interview that ruined

the chances of the applicant

getting a job offer.

Source: Joshua Bjerke, “How NOT to Act at a Job

Interview,” March 26, 2012,

http://www.recruiter.com/i/

how-not-to-act-at-a-job-interview/ .

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496 Unit Seven Job Hunting

Q: Why did you major in physical education? That sounds like a pretty Mickey Mouse

major.

A: You’re asking whether I have the academic preparation for this job. I started out in

physical education because I’ve always loved sports. I learned that I couldn’t graduate

on time if I officially switched to business administration because the requirements

were different in the two programs. But I do have 21 hours in business administration

and 9 hours in accounting. And my sports experience gives me practical training in

teamwork, motivating people, and management.

Respond assertively. The candidates who survive are those who stand up for themselves

and who explain why indeed they are worth hiring. Silence can also create stress. One woman walked into her scheduled interview to find a

male interviewer with his feet up on the desk. He said, “It’s been a long day. I’m tired and I

want to go home. You have five minutes to sell yourself.” Since she had planned the points

she wanted to be sure interviewers knew, she was able to do this. “Your recruiting brochure

said that you’re looking for someone with a major in accounting and a minor in finance. As

you may remember from my résumé, I’m majoring in accounting and have had 12 hours in

finance. I’ve also served as treasurer of a local campaign committee and have worked as a

volunteer tax preparer through the Accounting Club.” When she finished, the interviewer

told her it was a test: “I wanted to see how you’d handle it.”

Increasingly common is the variety of stress interview that asks you to do—on the

spot—the kind of thing the job would require. An interviewer for a sales job handed appli-

cants a ballpoint pen and said,

“Sell me this pen.” (It’s OK to ask who the target market is and whether this is a

repeat or a new customer.) Candidates who make it through the first two rounds of inter-

views for sales jobs at Dataflex are invited to participate in a week’s worth of sales

meetings, which start at 7 am four times a week. The people who do participate—not

merely attend—are the people who get hired. 5 AT&T asks some applicants to deliver

presentations or lead meetings. Massachusetts Mutual Life asked the finalists for a vice

presidency to process memos and reports in a two-hour in-basket exercise and participate

in several role plays. 6

How should I answer traditional interview questions? LO 29-4

▶ Choose answers that fit your qualifications and your interview strategy.

As Figure 29.1 shows, successful applicants use different communication behaviors than

do unsuccessful applicants. Successful applicants are more likely to use the company name

during the interview, support their claims with specific details, and ask specific questions

about the company and the industry. In addition to practicing the content of questions, try

to incorporate these tactics.

The following questions frequently come up at interviews. Do some unpressured think-

ing before the interview so you’ll be able to come up with answers that are responsive,

honest, and paint a good picture of you. Choose answers that fit your qualifications and

your interview strategy. See Figures  29.2 and 29.3 for examples of the ways recruiters

evaluate answers.

1. Tell me about yourself. Don’t launch into an autobiography. Instead, state the things about yourself that you

want the interviewer to know. Give specifics to prove each of your strengths.

2. What makes you think you’re qualified to work for this company? Or, I’m interviewing 120 people for 2 jobs. Why should I hire you?

This question may feel like an attack. Use it as an opportunity to state your strong

points: your qualifications for the job, the things that separate you from other applicants.

According to the website

Glassdoor, consulting firm

McKinsey & Company

apparently has the toughest

interview process, asking such

questions as “There are three

products: tomatoes, luxury

cars, T-shirts. What value

added tax is applied to each

product type?” and getting

a 62% positive experience

rating from interviewees.

A job candidate at Boston

Consulting Group found

himself facing an interviewer

who put his sockless feet up

on the desk and ate a bowl

of soup while talking. Stress

interviews can be challenging,

but research on the company

and business market can help

prepare applicants for them.

Source: Jacquelyn Smith, “The Companies that Give the Toughest

Job Interviews,” Forbes, July 26,

2012, http://www.forbes.com/sites/

jacquelynsmith/2012/07/26/the-

companies-that-give-the-toughest-

job-interviews/ .

Trainer Scott Peek

recommends job interviewees

prepare themselves with a

“verbal résumé,” or a two-

minute oral presentation

that addresses the “tell me

about yourself” portion of the

interview. The hardest part?

Matching past experiences

to the employer’s needs, for

which research and you-

attitude are crucial.

Source: Bill Zeeble, “What’s a Two-Minute Verbal Résumé?”

KERA News, January 1, 2010,

http://www.publicbroadcasting

.net/kera/news.newsmain/

article/1/0/1603130/North.Texas/

What%27s.a.Two-Minute.Verbal

.Resume .

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Module 29 Job Interviews 497

Figure 29.1 The Communication Behaviors of Successful Interviewees

Behavior Unsuccessful Interviewees Successful Interviewees

Statements about the position Had only vague ideas of what they wanted

to do; changed “ideal job” up to six times

during the interview.

Specific and consistent about the position

they wanted; were able to tell why they

wanted the position.

Use of company name Rarely used the company name. Referred to the company by name four times

as often as unsuccessful interviewees.

Knowledge about company and

position

Made it clear that they were using the

interview to learn about the company and

what it offered.

Made it clear that they had researched the

company; referred to specific brochures,

journals, or people who had given them

information.

Level of interest, enthusiasm Responded neutrally to interviewer’s

statements: “OK,” “I see.” Indicated

reservations about company or location.

Expressed approval of information provided

by the interviewer nonverbally and verbally;

“That’s great!” Explicitly indicated desire to

work for this particular company.

Nonverbal behavior Made little eye contact; smiled

infrequently.

Made eye contact often; smiled.

Picking up on interviewer’s cues Gave vague or negative answers even

when a positive answer was clearly

desired (“How are your math skills?”).

Answered positively and confidently—and

backed up the claim with a specific example

of “problem solving” or “toughness.”

Response to topic shift by interviewer Resisted topic shift. Accepted topic shift.

Use of industry terms and technical

jargon

Used almost no technical jargon. Used technical jargon: “point of purchase

display,” “NCR charge,” “two-column

approach,” “direct mail.”

Use of specifics in answers Gave short answers—10 words or

less, sometimes only one word; did not

elaborate. Gave general responses: “fairly

well.”

Supported claims with specific personal

experiences, comparisons, statistics,

statements of teachers and employers.

Questions asked by interviewee Asked a small number of general

questions.

Asked specific questions based on

knowledge of the industry and the company.

Personalized questions: “What would my

duties be?”

Control of time and topics Interviewee talked 37% of the interview

time; initiated 36% of the comments.

Interviewee talked 55% of the total time,

initiated subjects 56% of the time.

Sources: Based on research reported by Lois J. Einhorn, “An Inner View of the Job Interview: An Investigation of Successful Communicative Behaviors,”

Communication Education 30 (July 1981), 217–28; and Robert W. Elder and Michael M. Harris, eds., The Employment Interview Handbook (Thousand Oaks,

CA: Sage, 1999), 300, 303, 327–28.

3. What two or three accomplishments have given you the greatest satisfaction? Pick accomplishments that you’re proud of, that create the image you want to project,

and that enable you to share one of the things you want the interviewer to know about

you. Focus not just on the end result, but on the problem-solving and thinking skills

that made the achievement possible.

4. Why do you want to work for us? What is your ideal job? Even if you’re interviewing just for practice, make sure you have a good answer—

preferably two or three reasons you’d like to work for that company. If you don’t seem

to be taking the interview seriously, the interviewer won’t take you seriously, and you

won’t even get good practice.

5. What college courses did you like best and least? Why? This question may be an icebreaker; it may be designed to discover the kind of

applicant they’re looking for. If your favorite class was something outside your

program, prepare an answer that shows that you have qualities that can help you in

the job you’re applying for: “My favorite class was on the American novel. We got a

Instant Replay

What Successful

Interviewees Do

Successful applicants

• Know what they want to do.

• Use the company name in

the interview.

• Have researched the

company in advance.

• Back up claims with

specifics.

• Use technical jargon.

• Ask specific questions.

• Talk more of the time.

I R

What Succe

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Figure 29.2 Poor

Responses to Behavioral

Interview Questions

Source: Adapted from Fast Company, January 1999, 156.

Carolyn Murray ([email protected]), 37, a savvy recruiter at W. L. Gore & Associates, developers of GORE-TEX, pays little attention to a candidate’s carefully scripted responses to her admittedly softball

questions. Instead, she listens for a throwaway line that reveals the reality behind an otherwise benign reply.

Herewith, Murray delivers a post-game analysis of how three job candidates whiffed during their interviews.

Figure 29.3 Good

Responses to Interview

Questions

Source: Adapted from Fast Company, January 1999, 157.

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498 Unit Seven Job Hunting

chance to think on our own, rather than just regurgitate facts; we made presentations

to the class every week. I found I really like sharing my ideas with other people and

presenting reasons for my conclusions about something.”

6. Why are your grades so low? If possible, show that the cause of low grades now has been solved or isn’t relevant

to the job you’re applying for: “My father almost died last year, and my schoolwork

really suffered.” “When I started, I didn’t have any firm goals. Once I discovered

the program that was right for me, my grades have all been ‘Bs’ or better.” “I’m not

Students coming from

homes that appreciate in

value are more likely to go

to more expensive colleges

than those in homes

whose value remained

unchanged, according to

Cornell University’s Michael

Lovenheim. Ironically, students

going to more expensive

schools may have less debt.

A Boston College graduate,

for instance, carries less than

$20,000 in debt, compared to

the $22,900 national average.

Source: Erin Zlomek, “The Wealth Effect and College Choice,”

Bloomberg Businessweek, August

3, 2012, http://www.businessweek

.com/articles/2012-08-03/the-

wealth-effect-and-college-choice .

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Module 29 Job Interviews 499

good at multiple-choice tests. But you need someone who can work with people, not

someone who can take tests.”

7. What have you read recently? What movies have you seen recently? These questions may be icebreakers; they may be designed to probe your intellectual

depth. The term you’re interviewing, read at least one book or magazine (regularly)

and see at least one movie that you could discuss at an interview.

8. Show me some samples of your writing. The year you’re interviewing, go through your old papers and select the best ones,

retyping them if necessary, so you’ll have samples if you’re asked for them. Show

interviewers essays, reports, or business documents, not poetry or song lyrics.

If you don’t have samples at the interview, mail them to the interviewer immediately

after the interview.

9. Where do you see yourself in five years? Employers ask this question to find out if you are a self-starter or if you passively

respond to what happens. You may want to have several scenarios for five years from

now to use in different kinds of interviews. Or you may want to say, “Well, my goals

may change as opportunities arise. But right now, I want to. . . .”

10. What are your interests outside work? What campus or community activities have you been involved in? While it’s desirable to be well-rounded, naming 10 interests is a mistake: The interviewer may wonder when you’ll have time to work.

If you mention your fiancé, spouse, or children in response to this question (“Well,

my fiancé and I like to go sailing”), it is perfectly legal for the interviewer to ask

follow-up questions (“What would you do if your spouse got a job offer in another

town?”), even though the same question would be illegal if the interviewer brought up

the subject first.

11. What have you done to learn about this company? An employer may ask this to see what you already know about the company (if you’ve

read the recruiting literature, the interviewer doesn’t need to repeat it). This question

may also be used to see how active a role you’re taking in the job search and how

interested you are in this job.

12. What adjectives would you use to describe yourself? Use only positive ones. Be ready to illustrate each with a specific example of something

you’ve done.

13. What is your greatest strength? Employers ask this question to give you a chance to sell yourself and to learn

something about your values. Pick a strength related to work, school, or activities:

“I’m good at working with people.” “I really can sell things.” “I’m good at solving

problems.” “I learn quickly.” “I’m reliable. When I say I’ll do something, I do it.” Be

ready to illustrate each with a specific example of something you’ve done.

14. What is your greatest weakness? Use a work-related negative, even if something in your personal life really is your

greatest weakness. Interviewers won’t let you get away with a “weakness” like being

a workaholic or just not having any experience yet. Instead, use one of the following

three strategies:

a. Discuss a weakness that is not related to the job you’re being considered for and

which will not be needed even when you’re promoted. End your answer with a

positive that is related to the job:

[For a creative job in advertising:] I don’t like accounting. I know it’s important, but I

don’t like it. I even hire someone to do my taxes. I’m much more interested in being

creative and working with people, which is why I find this position interesting.

[For a job in administration:] I don’t like selling products. I hated selling cookies when

I was a Girl Scout. I’d much rather work with ideas—and I really like selling the ideas

that I believe in.

Among the worst questions

members of the Women’s

Professional Network group on

LinkedIn cited being asked were

• Would you rather fight a

tiger or a shark?

• How many gas stations are

located in the U.S.?

• I only brought you in

because we need to

interview some women for

this position. Oh, and can

you fill out that EEOC form

on your way out?

• Would you feel comfortable

attending functions in the all-

white section of the city?

While some such questions

may be legitimate ones for

stress interviews, they come

loaded with the potential to

baffle or offend regardless.

Some invite legal repercussions.

Source: Shlomo Sprung, “LinkedIn Users Share the 15 Most Ridiculous

Interview Questions They’ve Ever

Been Asked,” July 13, 2012,

http://www.businessinsider.com/

the-worst-interview-questions-ever-

asked-2012-7 .

Site to See

Go to

www.student-affairs .buffalo.edu/career/intv .php

If you’re asked an illegal

interview question, Rochelle

Kaplan advises that you figure

out what job-related concern

it may mask and allay that

concern.

Go to

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500 Unit Seven Job Hunting

b. Discuss a weakness that you are working to improve:

In the past, I wasn’t a good writer. But last term I took a course in business writing that

taught me how to organize my ideas and how to revise. I may never win a Pulitzer Prize,

but now I’m a lot more confident that I can write effective reports and memos.

c. Discuss a work-related weakness:

I procrastinate. Fortunately, I work well under pressure, but a couple of times I’ve really

put myself in a bind.

15. Why are you looking for another job? Stress what you’re looking for in a new job, not why you want to get away from your

old one.

If you were fired, say so. There are four acceptable ways to explain why you were fired:

a. You lost your job, along with many others, when the company downsized due to

economic reasons.

b. It wasn’t a good match. Add what you now know you need in a job, and ask what

the employer can offer in this area.

c. You and your supervisor had a personality conflict. Make sure you show that this

was an isolated incident, and that you normally get along well with people.

d. You made mistakes, but you’ve learned from them and are now ready to work well.

Be ready to offer a specific anecdote proving that you have indeed changed.

16. What questions do you have? This gives you a chance to cover things the interviewer hasn’t brought up; it also gives

the interviewer a sense of your priorities and values. Don’t focus on salary or fringe

benefits. Better questions are

• What would I be doing on a day-to-day basis?

• What kind of training program do you have? If, as I’m rotating among departments,

I find that I prefer one area, can I specialize in it when the training program is over?

• How do you evaluate employees? How often do you review them? Where would

you expect a new trainee (banker, staff accountant) to be three years from now?

• What happened to the last person who had this job?

Benefits, working conditions, and the work itself are just as important as salary in evaluating job offers.

Copyright © Danny Shanahan/The New Yorker Collection, www.cartoonbank.com .

Site to See

Go to

http://esl.about.com/ library/weekly/aa120797 .htm

Essential Job Interview

English II has good advice for

everyone.

Go to

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The best time to negotiate for salary and benefits is after you

have the job offer. Try to delay discussing salary early in the

interview process, when you’re still competing against other

applicants.

Useful Sites for Negotiating Salary

www.wageweb.com

Detailed salary data for several fields

www.salary.com

Median, high, low salary data, searchable by job and city

www.datamasters.com

Cost of living in various cities

Prepare for salary negotiations by finding out what the

going rate is for the kind of work you hope to do. Cultivate

friends in the workforce to find out what they’re making.

If your campus has a placement office, ask what last year’s

graduates got. Check websites and trade journals for salaries,

often segmented into entry-level, median, and high salaries

and even by city. Research is crucial. Budgets for salaries

among large companies may be stagnant or growing feebly.

Consulting firm Mercer expects raises to average 2.9% in

2013, up slightly from 2.7% in both 2011 and 2012 but still

below inflation.

If the interviewer asks you about your salary requirements

before a job offer has been made, try this response: “I’m sure

your firm can pay me what I’m worth.” Then either ask about

pay ranges or go back to your qualifications for the job. If

the interviewer demands a response, give a range using spe-

cific increments based on your research: “I’d expect to make

between $37,300 and $41,900.” As you say this, watch the interviewer. If he or she has that blank look we use to hide dismay, you may have asked for much more than the company

was planning to offer. Quickly continue, “.  .  . depending, of

course, on fringe benefits and how quickly I could be pro-

moted. However, salary isn’t the most important criterion for

me in choosing a job, and I won’t necessarily accept the high-

est offer I get. I’m interested in going somewhere where I

can get good experience and use my talents to make a real

contribution.”

The best way to get more money is to convince the employer

you’re worth it. During interviews, show what you can do that

the competition can’t. Work to redefine the position in the

employer’s eyes from a low-level, anybody-could-do-it job to

a complex combination of duties that only someone with your

particular mix of talents could do.

After you have the offer, begin negotiating salary and ben-

efits. You’re in the strongest position when (1) you’ve done

your homework and know what the usual salary and benefits

are and  (2) you can walk away from this offer if it doesn’t

meet your needs. Again, avoid naming a specific salary. Don’t

say you can’t accept less. Instead, Kate Wendleton suggests, say

you “would find it difficult to accept the offer” under the terms

first offered.

Negotiate a package, not just a starting salary. A company

that truly can’t pay any more money now might be able to

review you for promotion sooner than usual, pay your mov-

ing costs, or give you a better job title. Some companies offer

fringe benefits that may compensate for lower taxable income:

use of a company car, reimbursements for education, child care

or elder care subsidies, or help in finding a job for your spouse

or partner. And think about your career, not just the initial sal-

ary. Sometimes a low-paying job that will provide superb expe-

rience will do more for your career (and your long-term earning

prospects) than a high salary now with no room to grow.

Work toward a win–win solution. You want the employer to

be happy that you’re coming on board and to feel that you’ve

behaved maturely and professionally.

Once you’re on the job, learn to “sell yourself” when seek-

ing a raise. Network to keep track of what your skills and expe-

rience are worth in the marketplace; update your résumé at least

once a year. Stay abreast of changes in the marketplace, includ-

ing the effects of globalization on jobs in your field. Deb Koen

recommends this strategy for asking for a raise:

• Build a solid business case for yourself, focusing on your

value in dollars.

• Analyze your manager’s style to work with him or her for a

productive negotiation.

• Know your bottom line, including what you want and what

you might do if you don’t get it.

Sources: Steven Sloan, “How to Improve Your Chances of Securing a Pay Raise,” The Wall Street Journal, August 5, 2005, downloaded at www .careerjournal.com/salaryhiring/negotiate/20050805-sloan.html ; Diane

Stafford, “Forecast for 2013 Pay Raises Is 2.9%,” The Kansas City Star, August 2, 2012, http://www.kansascity.com/2012/08/02/3738988/2013-

payraise-forecast-29-percent.html . Kate Wendleton, Through the Brick Wall: How to Job-Hunt in a Tight Market (New York: Villard Books, 1992), 278; Rachel Emma Silverman, “Great Expectations,” The Wall Street Journal, July 25, 2000, B10; Suzanne Koudsi, “You Want More,” Fortune, April 29, 2002, 177–78; and Deb Koen, “Learn to ‘Sell’ Yourself When Seeking a Raise,” The Wall Street Journal, downloaded at www.careerjournal.com/columnists/qanda/salaryissues/20040618-

qandasalaryissues.html on October 2, 2005.

Building a Critical Skill

Negotiating Salary and Benefits LO 29-5

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501

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502 Unit Seven Job Hunting

• How are interest rates (a new product from competitors, imports, demographic

trends, government regulation, etc.) affecting your company?

• How would you describe the company’s culture?

• This sounds like a great job. What are the drawbacks?

Increasingly, candidates are asking about work–life balance and about the control

they’ll have over their own work:

• Do people who work for you have a life off the job?

• If my job requires too much travel, can I change without doing serious damage to my

career?

• What support can you offer my significant other?

• Do you offer flextime?

• How much pressure do you have to achieve your projects? How much freedom is there

to extend a deadline? 7

You won’t be able to anticipate every question you may get. (One interviewer asked

applicants, “What vegetable would you like to be?” Another asked, “If you were a cookie,

what kind of cookie would you be?” 8 ) Check with other people who have interviewed

recently to find out what questions are being asked in your field.

How can I prepare for behavioral and situational interviews? LO 29-6

▶ Think about skills you’ve used that could transfer to other jobs.

▶ Learn as much as you can about the culture of the company you hope to join.

Many companies are now using behavioral or situational interviews. Behavioral interviews ask the applicant to describe actual behaviors, rather than plans or general prin- ciples. Thus, instead of asking, “How would you motivate people?” the interviewer might

ask, “Tell me what happened the last time you wanted to get other people to do something.”

Follow-up questions might include, “What exactly did you do to handle the situation? How

did you feel about the results? How did the other people feel? How did your superior feel

about the results?” In your answer,

• Describe the situation.

• Tell what you did.

• Describe the outcome.

• Show that you understand the implications of what you did and how you might modify

your behavior in other situations.

For example, if you did the extra work yourself when a team member didn’t do his or

her share, does that fact suggest that you prefer to work alone? If the organization you’re

interviewing with values teams, you may want to go on to show why doing the extra work

was appropriate in that situation but that you can respond differently in other situations.

Figure 29.4 lists common behavioral interview questions.

Situational interviews put you in a situation that allows the interviewer to see whether you have the qualities the company is seeking. For example, Southwest Airlines found that

95% of the complaints it received were provoked by only 5% of its personnel. When man-

agers explored further, they found that these 5% of employees were self-centered. To weed

out self-centered applicants, Southwest now puts several candidates into a room and asks

each to give a five-minute speech on “Why I Want to Work with Southwest Airlines.” But

the interviewers watch the audience to hire the people who are pulling for other speakers to do well, as opposed to those who are only thinking about their own performance.

9

Situational interviews may also be conducted using traditional questions but evaluating

behaviors other than the answers. Greyhound hired applicants for its customer-assistance

Jason Fried of 37signals,

a Chicago-based software

firm, advises hiring managers

to screen out interviewees

who ask “how” questions in

favor of those that ask “why”

questions, which indicate

independent thinking.

Source: “Hiring Tool Kit 2011: The Best and Worst Interview

Questions,” Inc., downloaded

on August 11, 2012, at http://

www.inc.com/ss/best-and-worst-

interview-questions#9 .

Raises are usually set as a

percentage of your current

salary. If you work for

40 years, getting an extra

$2,000 in salary on your first

job could yield $15,000 of

extra income in compounded

raises. Similarly, when you

enter the job market can have

a profound effect on your

income. For example, Yale

University’s Lisa Kahn studied

how white men fared with

regard to the 1980s recession.

In reviewing the numbers, she

found that a man graduating

in December 1982, when

unemployment was 10.8%,

averaged 23% less his first

year out of college and 6.6%

less 18 years later than a man

graduating in May 1981, when

unemployment was 7.5%. The

difference in dollars? $100,000.

Source: Christine Larson, “Why the Wage Gap?” Executive Female, April/

May 2002, 27; and Sam Murray,

“The Curse of the Class of 2009,”

The Wall Street Journal, May 9,

2009, http://online.wsj.com/article/

SB124181970915002009.html .

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Module 29 Job Interviews 503

Figure 29.4 Behavioral Interview Questions

Describe a situation in which you

1. Created an opportunity for yourself in a job or volunteer position.

2. Used writing to achieve your goal.

3. Went beyond the call of duty to get a job done.

4. Communicated successfully with someone you disliked.

5. Had to make a decision quickly.

6. Overcame a major obstacle.

7. Took a project from start to finish.

8. Were unable to complete a project on time.

9. Used good judgment and logic in solving a problem.

10. Worked under a tight deadline.

11. Worked with a tough boss.

12. Handled a difficult situation with a co-worker.

13. Made an unpopular decision.

14. Gave a presentation.

15. Worked with someone who wasn’t doing his or her share of the work.

center who made eye contact with the interviewer and smiled at least five times during a

15-minute interview. 10

How can I prepare for phone or video interviews? LO 29-7

▶ Practice short answers. Retape until you look good.

Try to schedule phone interviews for home, not work, and for a time when things will be

quiet. If a company wants to interview you on the spot, accept only if the timing is good. If

it isn’t, say so: “We just sat down to dinner. Could you call back in 30 minutes?” Then get

your information about the company, ask the kids to be quiet, and get your thoughts in order.

To prepare for a phone interview,

• Tape yourself so you can make any adjustments in pronunciation and voice qualities.

• Practice short answers to questions. After giving a short answer in the interview, say,

“Would you like more information?” Without a visual channel, you can’t see the body

language that tells you someone else wants to speak.

Two kinds of video interviews exist. The first kind is a live interview using videocon-

ferencing equipment. For this kind of interview, use the same guidelines for a phone inter-

view. In the second kind, the company sends a list of questions, asking the applicant to tape

the responses.

If you’re asked to prepare a videotape,

• Practice your answers.

• Tape the interview as many times as necessary to get a tape that presents you at your

best.

• Be specific. Since the employer can’t ask follow-up questions, you need to be detailed

about how your credentials could help the employer.

For both interviews, smile when you talk to put more energy into your voice.

While virtual interviews through

Skype and other tools are

making it easier for companies

and job applicants to connect,

they’re also creating problems.

Recruiter Kelly Yang points out

that early on, people seemed

more professional with the

technology, but she now sees

other behaviors, such as

connections becoming unstable

during a tough question only

to come back online minutes

later—along with a perfect

answer to the question.

According to Yang, people are

also checking out their teeth,

applying makeup, adjusting

bra straps, flipping their hair

repeatedly, and even browsing

the Internet or chatting with

friends during interviews, all

while being observed. One

interviewee apparently had his

parents just off camera holding

up signs with answers.

Source: Kelly Yang, “Virtual Job Interview,” The New York Times,

November 3, 2011, http://www

.nytimes.com/2011/11/04/opinion/

virtual-job-interview.html .

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504 Unit Seven Job Hunting

Summary of Learning Objectives

• Develop an overall strategy based on your answers to these

three questions: (LO 29-1) 1. What two to five facts about yourself do you want the inter-

viewer to know?

2. What disadvantages or weaknesses do you need to over-

come or minimize?

3. What do you need to know about the job and the organiza-

tion to decide whether or not you want to accept this job if it

is offered to you?

• Wear a conservative business suit to the interview. (LO 29-2) • Bring an extra copy of your résumé, something to write on

and write with, and copies of your work to the interview.

(LO 29-2) • Record the name of the interviewer, what the interviewer liked

about you, any negative points that came up, answers to your

questions about the company, and when you’ll hear from the

company. (LO 29-2) • Rehearse in advance everything you can. Ask a friend to inter-

view you. If your campus has videotaping facilities, watch

yourself on tape so you can evaluate and modify your interview

behavior. (LO 29-3) • Be your best self at the interview. (LO 29-3) • Successful applicants know what they want to do, use the com-

pany name in the interview, have researched the company in

advance, back up claims with specifics, use technical jargon,

ask specific questions, and talk more of the time. (LO 29-4) • As you practice answers to questions you may be asked, choose

answers that fit your qualifications and your interview strategy.

(LO 29-4) • The best time to negotiate for salary and benefits is after you

have the offer. (LO 29-5) • Prepare for salary negotiations by finding out what the going

rate is for the work you hope to do. (LO 29-5) • Useful websites for salary information include www.wageweb

.com , www.salary.com , and www.datamasters.com . (LO 29-5) • Behavioral interviews ask the applicant to describe actual

behaviors, rather than plans or general principles. (LO 29-6) • To answer a behavioral question, describe the situation, tell

what you did, describe the outcome, and show that you under-

stand the implications of what you did and how you might mod-

ify that action in other situations. (LO 29-6) • Situational interviews put you in a situation that allows the

interviewer to see whether you have the qualities the company

is seeking. (LO 29-6) • For a phone interview, give short answers. Then ask, “Would

you like more information?” (LO 29-7) • If you answer questions on videotape, retape as many times as

necessary to show your best self. (LO 29-7)

Assignments for Module 29

29.1 What three questions should form the basis for an interview strategy? (LO 29-1)

29.2 How do you use your interview strategy during an interview? (LO 29-2)

29.3 How do successful interviewees communicate? (LO 29-4)

Questions for Comprehension

29.4 What are your greatest strengths? How can you demon- strate them during an interview? (LO 29-3, LO 29-4)

29.5 What are your weaknesses? How will you deal with them if they come up during an interview? (LO 29-3, LO 29-4)

29.6 What are your options if you are asked what you believe is an illegal interview question? Which option seems best to

you? Why? (LO 29-3, LO 29-4)

29.7 Is it unethical to practice answering interview questions, so that you come across as very poised at an interview?

(LO 29-3, LO 29-4)

Questions for Critical Thinking

Exercises and Problems

29.8 Interviewing Job Hunters (LO 29-3, LO 29-4)

Talk to students at your school who are interviewing for

jobs this term. Possible questions to ask them include

• What field are you in? How good is the job market in that

field this year?

• What questions have you been asked at job interviews?

Were you asked any stress or sexist questions? Any really

oddball questions?

• What answers seemed to go over well? What answers

bombed?

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Module 29 Job Interviews 505

• Were you asked to take any tests (skills, physical, drugs)?

• How long did you have to wait after a first interview to

learn whether you were being invited for an office visit?

How long after an office visit did it take to learn whether

you were being offered a job? How much time did the

company give you to decide?

• What advice would you have for someone who will be

interviewing next term or next year?

As Your Instructor Directs,

a. Summarize your findings in a memo to your instructor.

b. Report your findings orally to the class.

c. Join with a small group of students to write a group

report describing the results of your survey.

Talk to someone who regularly interviews candidates for

entry-level jobs. Possible questions to ask include the

following:

• How long have you been interviewing for your

o rganization? Does everyone on the management l adder

at your company do some interviewing, or do people

specialize in it?

• Do you follow a set structure for interviews? What are

some of the standard questions you ask?

• What are you looking for? How important are (1) good

grades, (2) leadership roles in extracurricular groups, or

(3) relevant work experience? What advice would you

give to someone who doesn’t have one or more of these?

• What are the things you see students do that create a poor

impression? Think about the worst candidate you’ve

interviewed. What did he or she do (or not do) to create

such a negative impression?

• What are the things that make a good impression? Recall

the best student you’ve ever interviewed. Why did he or

she impress you so much?

• How does your employer evaluate and reward your suc-

cess as an interviewer?

• What advice would you have for someone who still has a

year or so before the job hunt begins?

As Your Instructor Directs,

a. Summarize your findings in a memo to your instructor.

b. Report your findings orally to the class.

c. Join with a small group of students to write a group

report describing the results of your survey.

d. Write to the interviewer thanking him or her for taking

the time to talk to you.

29.9 Interviewing an Interviewer (LO 29-3, LO 29-4)

Based on your analysis for Problems 27.8 and 27.9, prepare

an interview strategy.

1. List two to five things about yourself that you want the

interviewer to know before you leave the interview.

2. Identify any weaknesses or apparent weaknesses in your

record and plan ways to explain them or minimize them.

3. List the points you need to learn about an employer to

decide whether to accept an office visit or plant trip.

As Your Instructor Directs,

a. Share your strategy with a small group of other students.

b. Describe your strategy in a memo to your instructor.

c. Present your strategy orally to the class.

29.10 Preparing an Interview Strategy (LO 29-3, LO 29-4)

Answer the questions in Figure 29.4 .

As Your Instructor Directs,

a. Share your answers with a small group of other students.

b. Present your answers in a memo to your instructor, and

explain why you’ve chosen the examples you describe.

c. Present your answers orally to the class.

29.11 Preparing Answers to Behavioral Interview Questions (LO 29-4 to LO 29-6)

Prepare a list of questions to ask at job interviews.

1. Prepare a list of three to five general questions that

apply to most employers in your field.

2. Prepare two to five specific questions for each of the

three companies you are most interested in.

As Your Instructor Directs,

a. Share the questions with a small group of other students.

b. List the questions in a memo to your instructor.

c. Present your questions orally to the class.

29.12 Preparing Questions to Ask Employers (LO 29-4 to LO 29-6)

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506 Unit Seven Job Hunting

Like any tool, a dictionary has many uses. It shows how to spell

words, defines them, details pronunciation, and sometimes, like a

thesaurus, gives synonyms.

But using dictionaries can be challenging for non-native speak-

ers of English. To look up words, you must first know their spell-

ing, or at least be close enough. Definitions may have words the

reader does not know, and several definitions may exist—which is

the one you want? Slang terms may be missing, as well as idiom-

atic expressions.

Two different kinds exist. Most are descriptive, meaning they explain how words are used, including slang and other nonstan- dard usages. Other dictionaries are prescriptive, telling how editors think words should be used. For instance, “verbal” in a descriptive dictionary would mean spoken, not written words. “Verbal” in a

prescriptive dictionary would mean using words.

The type of dictionary is usually shown in the introduction or

preface.

Well-meaning foreign language dictionaries may prescribe

words and phrases that are out of date or too formal.

Lastly, dictionaries come in all shapes and sizes. A portable

pocket dictionary is unlikely to be as comprehensive as a 700-page

college edition, which may be impractical for students to carry

around.

Use these questions to evaluate a dictionary:

• Is it descriptive or prescriptive?

• Do the definitions make sense to you?

• Are common and uncommon terms in your field of study

defined?

• Does your English instructor find it appropriate for the class?

• If you are using a foreign language dictionary, share some of

the definitions with native speakers of English. Do they agree

with the definitions?

Exercises

Compare and contrast the definitions of the following words in

both prescriptive and descriptive dictionaries. Which definition for

each do you prefer and why?

1. Bond

2. Pound

3. Tweet

4. Forward

5. Smart

6. Android

7. Market

8. Overnight

9. Raise

10. Promote

Check your answers to the odd-numbered exercises at the back of the book.

Using a Dictionary

Polishing Your Prose

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507

W hat you do after the interview can determine whether you get the job. One woman wanted

to switch from banking, where she was working in corporate relations, to advertising. The ad

agency interviewer expressed doubts about her qualifications. Immediately after leaving the agency,

she tracked down a particular book the interviewer had mentioned he was looking for but had been

unable to find. She presented it to him—and was hired. 1

Xerox expects applicants for sales and repair positions to follow up within 10 days. If they don’t,

the company assumes that the person wouldn’t follow up with clients. 2

If the employer sends you an e-mail query, answer it promptly. You’re being judged not only on

what you say but on how quickly you respond.

Know, too, that today people must think in terms of careers rather than simply jobs. The world of

work is constantly changing, and the days of a person retiring from the company where he or she

started are all but gone. Today’s worker must be agile, learning new skills and being open to bet-

ter opportunities before old ones disappear. But instead of being mercenary, be self-reliant. Think of

yourself as your best asset, and proceed ethically. Establish and keep good relationships with your

employers. Start with the follow-up to your interview.

LEARNING OBJECTIVES

Follow-Up Letters and Calls and Job Offers

LO 30-1 Apply strategies for follow-up phone calls and letters.

LO 30-2 Solve dilemmas with job offers out- side of your first choice.

LO 30-3 Apply strategies for enthusiasm on the job.

LO 30-4 Develop behaviors for future job application success.

What you do after a job interview is critical, and Module 30 suggests good strategies for continued

success. After completing the module, you should be able to

Module

30

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508 Unit Seven Job Hunting

What should I say in a follow-up phone call or letter? LO 30-1

▶ Reinforce positives and overcome any negatives.

After a first interview, make follow-up phone calls to reinforce positives from the first inter-

view, to overcome any negatives, and to get information you can use to persuade the inter-

viewer to hire you. Career coach Kate Wendleton suggests asking the following questions:

• “Is there more information I can give you?”

• “I’ve been giving a lot of thought to your project and have some new ideas. Can we

meet to go over them?”

• “Where do I stand? How does my work compare with the work others presented?” 3

A letter after an office visit is essential to thank your hosts for their hospitality as well as

to send in receipts for your expenses. A well-written letter can be the deciding factor that

gets you the job. 4 The letter should

• Remind the interviewer of what he or she liked in you.

• Counter any negative impressions that may have come up at the interview.

• Use the jargon of the company and refer to specific things you learned during your

interview or saw during your visit.

• Be enthusiastic.

• Refer to the next move, whether you’ll wait to hear from the employer or whether you

want to call to learn about the status of your application.

Be sure the letter is well-written and error-free. One employer reports,

I often interviewed people whom I liked, . . . but their follow-up letters were filled with

misspelled words and names and other inaccuracies. They blew their chance with the

follow-up letter. 5

Figure 30.1 is an example of a follow-up letter after an office visit.

What do I do if my first offer isn’t the one I most want? LO 30-2

▶ Phone your first-choice employer to find out where you are on that list.

Some employers offer jobs at the end of the office visit. In other cases, you may wait for

weeks or even months to hear. Employers almost always offer jobs orally. You must say

something in response immediately, so plan some strategies.

If your first offer is not from your first choice, express your pleasure at being offered the

job, but do not accept it on the phone. “That’s great! I assume I have two weeks to let you

know?” Some companies offer “exploding” job offers that expire in one week or less, 6 but

most firms will give you two weeks.

Then call the other companies you’re interested in. Explain, “I’ve just got a job offer, but I’d rather work for you. Can you tell me what the status of my application is?” Nobody

will put that information in writing, but almost everyone will tell you over the phone. With

this information, you’re in a better position to decide whether to accept the original offer.

Some applicants have been successful in getting two weeks extended to several weeks

or even months. Certainly if you cannot decide by the deadline, it is worth asking for more

time: The worst the company can do is say no. If you do try to keep a company hanging, be prepared for weekly phone calls asking you if you’ve decided yet.

Make your acceptance contingent upon a written job offer confirming the terms. That

letter should spell out not only salary but also fringe benefits and any special provisions

you have negotiated. If something is missing, call the interviewer for clarification: “You

said that I’d be reviewed for a promotion and higher salary in six months, but that isn’t in

Site to See

Go to

www.career.vt.edu/ Interviewing/ AfterThanksFollowUp.html

for examples of follow-up

letters after an interview.

Go to

Employee recruiter Jenny

Foss maintains that staying in

touch after a job interview is

critical and starts with asking

what the next steps are before

leaving. She also recommends

connecting to the recruiter

through LinkedIn.

Source: Jenny Foss, “4 Non- Annoying Ways to Follow Up After

an Interview,” Forbes, May 30,

2012, http://www.forbes.com/

sites/dailymuse/2012/05/30/4-non-

annoying-ways-to-follow-up-after-

an-interview/2/ .

Site to See

Go to

Salary.com

for both free and fee-based

information on 25 million

employee salaries collected

from more than 15,000

employers.

Go to

Instant Replay

Follow-Up Phone Calls

After a first interview, make

follow-up phone calls to

reinforce positives from the

first interview, to overcome

any negatives, and to get

information you can use to

persuade the interviewer to

hire you.

I R

Follow Up P

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Module 30 Follow-Up Letters and Calls and Job Offers 509

Figure 30.1 Follow-Up Letter after an Office Visit

405 West College Street, Apt. 201 Thibodaux, LA 70301 April 2, 2013

Mr. Robert Land, Account Manager Sive Associates 378 Norman Boulevard Cincinnati, OH 48528

Dear Mr. Land:

After visiting Sive Associates last week, I’m even more sure that writing direct mail is the career for me.

I’ve always been able to brainstorm ideas, but sometimes when I had to focus on one idea for a class project, I wasn’t sure which idea was best. It was fascinating to see how you make direct mail scientific as well as creative by testing each new creative package against the control. I can understand how pleased Linda Hayes was when she learned that her new package for Smithsonian beat the control.

Seeing Kelly, Luke, and Gene collaborating on the Sesame Street package gave me some sense of the tight deadlines you’re under. As you know, I’ve learned to meet deadlines, not only for my class assignments, but also in working on Nicholls’ newspaper. The award I won for my feature on the primary election suggests that my quality holds up even when the deadline is tight!

Thank you for your hospitality while I was in Cincinnati. You and your wife made my stay very pleasant. I especially appreciate the time the two of you took to help me find information about apartments that are accessible to wheelchairs. Cincinnati seems like a very liveable city.

I’m excited about a career in direct mail and about the possibility of joining Sive Associates. I look forward to hearing from you soon!

Sincerely,

Gina Focasio (504) 555-2948

P.S. My expenses totaled $454. Enclosed are receipts for my plane fare from New Orleans to Cincinnati ($367), the taxi to the airport in Cincinnati ($30), and the bus from Thibodaux to New Orleans ($57).

Encl.: Receipts for Expenses

Single-space your address, date

when you don’t use letterhead.

Refers to things she saw and learned during the interview.

Reminds interviewer of her strong points.

Writer’s phone number.

Be positive, not pushy. She doesn’t assume shehas

the job. Refers to what will happen next.

Puts request for reimbursement in P.S.

to de-emphasize it. Focuses on the job,

not the cost of the trip.

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510

Being Enthusiastic LO 30-3

Building a Critical Skill

Every employer wants employees who are enthusiastic about

their work. Enthusiastic people seem more energetic than

others; they’re more fun to be around. The more enthusiasm

you show, the better you’ll do in job interviews and on the job

itself.

It’s easiest to show enthusiasm when you really feel it. Don’t

settle for “just a paycheck.” In addition to meeting your finan-

cial needs, the ideal job would let you

• Use the skills you want to use.

• Work with the kind of people you want to be around.

• Work with a product, service, or idea that interests you.

• Have the level of responsibility you want.

• Build knowledge and skills so you’ll be even more employ-

able in the future.

• Achieve a goal that matters.

While you may not get all of these factors in a single job offer,

you probably can get the ones that matter most to you—if you

know what they are.

Seeming enthusiastic is easy for some outgoing people. If

you’re naturally shy or reserved, showing your enthusiasm may

feel like “acting” at first. If you’re reserved,

• Smile.

• Lean forward as you talk.

• Put lots of energy into your voice. Vary pace, tone, and

volume.

• Use energy in body movements. Gesture while you sit still.

Walk quickly. (In some company cultures, run.)

• Let your comments show your interest. Show that you’ve

done your homework. Volunteer to work on issues. Talk to

people about issues informally as well as in meetings.

• Participate fully in games and activities designed to energize

workers. Think of ways to showcase your talents to help

energize others.

Southwest Airlines employees

hold a pep rally marking

Southwest’s new service to

Pittsburgh International Airport.

Opportunities for employees

to show enthusiasm can

create excitement and help

employees bond.

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Module 30 Follow-Up Letters and Calls and Job Offers 511

the letter.” You have more power to resolve misunderstandings now than you will after six

months or a year on the job.

When you’ve accepted one job, let the other places you visited know that you’re no

longer interested. Then they can go to their second choices. If you’re second on someone

else’s list, you’ll appreciate other candidates’ removing themselves so the way is clear

for you.

If you already have a job, you may decide to wait until your desired employer does

offer you a job. Figure 30.2 is an example of a letter telling a company that the candidate

is still interested.

Is there anything else I should do? LO 30-4

▶ Reflect on your successes, keep good records, and be excited about your future!

Getting the job you want is the start of your career or its next important phase. Celebrate

your accomplishment—you deserve it. Later, take a few moments to reflect on things you

might improve next time. Could you make your résumé or cover letter stronger? How

might you even better prepare for future job interviews?

Start a file with the answers, and include copies of job application materials. Every

three to six months, revisit the file to reflect and to update documents. Jot notes down

about what you learn.

Know that you are a work in progress. Navigate your career course better by answering

these questions periodically:

• How have your habits, expectations, and goals changed?

• What do you want from your job or career in the next year? Five years? Ten years?

Instant Replay

Follow-Up Letters

A letter after an office visit

should

• Remind the interviewer of

what he or she liked in you.

• Counter any negative

impressions.

• Use the jargon of the

company and refer to

specifics from the visit.

• Be enthusiastic.

• Refer to the next move.

I R

Follow Up L

Some research suggests having

“an easier to pronounce name”

gives people an advantage in

the workplace. Researchers

at New York University and

the University of Melbourne

found that lawyers in particular,

rose more quickly to higher

positions in firms if their name

fit the criteria. “The effect is not

due merely to the length of a

name or how foreign-sounding

or unusual it is, but rather how

easy it is to pronounce,” said

Simon Laham, lead author of

the study, which reviewed Anglo,

Asian, and Eastern and Western

European names. Of course,

people generally don’t choose

their own names, but they may

have control over which form

they use—a more formal and

complex name, or one that

is shortened to a simpler and

acceptable nickname.

Source: Chad Brooks, “Want a Promotion? Change Your

Name,” February 10, 2012, http://

shine.yahoo.com/work-money/

want-promotion-change-

name-213400665.html .

The secret of success!

Ziggy © 1999 Ziggy & Friends. Reprinted by permission of

Universal Uclick. All rights reserved.

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512 Unit Seven Job Hunting

• How has your job field changed, and what should you do to stay current in it?

• How committed are you to staying in your present career? If you want to change

careers, why?

Always keep accurate records throughout the job application and follow-up process,

including receipts. Some job hunting expenses are tax deductible. For instance, you might

be able to claim postage, photocopying, or résumé preparation costs incurred if you are

looking for a job in the same occupation as your last one. 7 Be sure to consult the Internal

Revenue Service or a tax expert for the final say on the matter.

Stay connected to your professional network. Stay in touch with people willing to give

you good references. Make sure you have up-to-date contact information.

Thank the people who helped you—in writing whenever possible. Think about how you

might help someone else when you have the opportunity.

Go do a great job!

Since 1970, the median number

of years someone stays with

a job has declined to only 4.4

years. Future careers will likely

involve short-term jobs rather

than long-term ones. Updating

skills and broadening interests

will be vital. Learn new languages

and technology. Develop social

and emotional intelligence.

Source: Anya Kamenetz, “The Four- Year Career,” Fast Company, January

10, 2012, http://www.fastcompany.

com/1802731/four-year-career .

Figure 30.2 Letter Expressing Continued Interest in a Position

4531 Sand Hill Dr.

Fullerton, CA 92842

May 14, 2012

Mr. Adam Phillips

Benner Electronics

1715 Ridgeview Pkwy.

San Diego, CA 91325-5472

Dear Mr. Phillips:

Four weeks ago, I sent a résumé and job application letter to Benner Electronics for the

position of Regional Sales Manager but have not heard from anyone. I wanted you to

know I am still interested in the position and am available for an interview.

Since submitting my materials, I was awarded a “Gold Medal of Achievement” from my

present employer for outstanding sales in April. I led the Orange County group in

semiconductor sales, with more than 45,000 units sold for a total of $81,700.

I would like to discuss how I might put my energy and enthusiasm to work as Benner

Electronics’ next Regional Sales Manager. If you would like to schedule an interview,

please let me know.

Sincerely,

Maria Alvarez

Maria Alvarez

714-555-1219

Add achievements that occurred after you sent your résumé in.

Writer’s phone number.

Summarize situation in ¶ 1.

Single-space your address,

date when you don’t use letterhead.

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Module 30 Follow-Up Letters and Calls and Job Offers 513

Summary of Learning Objectives

• Use follow-up phone calls to reinforce positives from the first

interview, to overcome any negatives, and to get information

you can use to persuade the interviewer to hire you. (LO 30-1) • A follow-up letter should (LO 30-1) • Remind the interviewer of what he or she liked in you.

• Counter any negative impressions that may have come up at

the interview.

• Use the jargon of the company and refer to specific things

you learned during your interview or saw during your

visit.

• Be enthusiastic.

• Refer to the next move you’ll make.

• If your first offer isn’t from your first choice, call the other

companies you’re interested in to ask about the status of your

application. (LO 30-2)

• To be more enthusiastic, (LO 30-3) • Smile.

• Lean forward as you talk.

• Put lots of energy into your voice.

• Use energy in body movements.

• Let your comments show your interest.

• Participate fully in games and activities designed to energize

workers.

• Once you get the job you want, reflect on your successes, keep

good records, and be excited about your future. (LO 30-4) • Check into whether any of your job-hunting expenses are tax

deductible. (LO 30-4) • Thank the people who helped you, and help someone else when

you can. (LO 30-4) • Go do a great job! (LO 30-4)

Assignments for Module 30

30.1 What should you do in a follow-up phone call? (LO 30-1)

30.2 What should you do in a follow-up letter? (LO 30-1)

30.3 What should you do if the first offer you get isn’t from your first-choice employer? (LO 30-2)

30.4 Why should you phone rather than write or e-mail your first-choice employer after you’ve received another job

offer? (LO 30-2)

Questions for Comprehension

30.5 Why is it important to get a job offer in writing before you accept it officially? (LO 30-1 to LO 30-2)

30.6 How could you counter a negative impression that came up during an interview? (LO 30-1 to LO 30-3)

30.7 Is it ethical for a quiet, reserved person to try to seem more enthusiastic? (LO 30-3)

Questions for Critical Thinking

Write a follow-up e-mail message or letter after an onsite

visit or plant trip. Thank your hosts for their hospitality;

relate your strong points to things you learned about the

company during the visit; allay any negatives that may

remain; be enthusiastic about the company; and submit

receipts for your expenses so you can be reimbursed.

Exercises and Problems

30.8 Writing a Follow-Up Letter after an Onsite Visit (LO 30-1, LO 30-2)

Last week, you got a job offer from your first-choice com-

pany, and you accepted it over the phone. Today, the written

confirmation arrived. The letter specifies the starting salary

and fringe benefits you had negotiated. However, during the

office visit, you were promised a 5% raise in six months. The

job offer says nothing about the raise. You do want the job,

but you want it on the terms you thought you had negotiated.

Write to your contact at the company, Eliza Raymono.

30.9 Clarifying the Terms of a Job Offer (LO 30-1, LO 30-2)

Even established writers sometimes get confused about when to

use who versus whom and I versus me. These pronouns serve dif- ferent functions in a sentence or part of a sentence.

Use who or I as the subject of a sentence or clause.

Correct: Who put the file on my desk? ( Who did the action, put. ) Correct: Keisha and I gave the presentation at our annual

meeting.

(Both Keisha and I did the action, gave. )

Who/Whom and I/Me

Polishing Your Prose

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514 Unit Seven Job Hunting

Correct: John, who just received a Ph.D. in management science, was promoted to vice president. ( Who is the subject of the clause “who just received a Ph.D. in

management science.”)

Use whom and me as the object of a verb or a preposition.

Correct: Whom did you write the report for? ( Whom is the object of the preposition for. )

Correct: She recommended Thuy and me for promotions. ( Me is an object of the verb recommend. )

Though some print sources may use who and whom interchange- ably, stick to the rules until this practice becomes widely acceptable.

If you’re not sure whether a pronoun is being used as a subject

or object, try substituting he or him. If he would work, the pronoun is a subject. If him sounds right, the pronoun is an object.

Correct: He wrote the report. Correct: I wrote the report for him.

Exercises

Choose the correct word in each set of brackets.

1. With [who/whom] are you attending the annual meeting?

2. Delores asked Shannon and [I/me\} to pick Bella up from

Sioux Gateway Airport.

3. Zach and [I/me] expected Jordyn to bring only the digital

camera, but she brought a laptop, too.

4. I was wondering [who/whom] is expecting to take a vacation

in July or August.

5. Loren Adelson let Kenji and [I/me] know that the marketing

brochures arrived from Caspar Printing this morning.

6. Because Hawa and [I/me] can speak French, Mitch wants us

to meet the Paris delegation for lunch on March 3.

7. No one was sure for [who/whom] the packages were

intended, so Ron, Christina, and [I/me] took them back to the

mail room.

8. Even though Phil, Tamara, Britney, and [I/me] will be at the

company table, we are still waiting for a final list of [who/

whom] is going to the awards dinner.

9. We thought we knew [who/whom] made the call, but it turns

out Rachel and [I/me] wrote down two different names.

10. The photocopier requires people to key in [who/whom] is mak-

ing copies, but Deepak and [I/me] were accidentally given the

same access code.

Check your answers to the odd-numbered exercises at the back of the book.

Unit 7 Cases for Communicators

Many liberal arts colleges are blending job-specific education

with a more traditional focus on developing skills like critical

thinking and communication skills. Take Wake Forest University,

for example, where students majoring in English or chemistry can

also complete an Innovation, Creativity, and Entrepreneurship

minor.

At Clark University, students can join the Liberal Education and

Effective Practice (LEEP) program, where they get professional

development coursework and plan internships and research oppor-

tunities during their freshman year. The LEEP program encourages

students to begin thinking about their future careers early in their

liberal arts education.

Not everyone is onboard with the changes. Some faculty mem-

bers worry that focusing on job-specific education comes at the

expense of teaching broader skills and will turn higher education

into vocational training. Worse, the strategy may actually make

future employees less effective by stifling their individuality. “When

people start talking about employability,” warns Michael Roth,

Wesleyan University president, “what they’re really talking about

is conformity.”

Still others, like Davidson College’s Carol Quillen, see a bal-

ance as achievable, noting that adaptation can happen but “we

won’t change our curriculum based on what we would perceive as

a transitory need for a particular skill.”

Individual Activity

Imagine you are preparing for your future career. Your task is to

research all of the resources available at your college or university to

use as job leads, information, networking possibilities, and informa-

tional sources for your field of study and to create a list of resources

for yourself and other students. Use all information options avail-

able to you, including your department, professors, and campus

library or career center. See what resources are available online as

well as in person.

Before you begin your search, consider the following questions:

• What do I know about my future career?

• What education do I need for a job in that career?

• What minors or majors could complement my chosen field of

study?

• What companies recruit from my college, and do they recruit

people in my field of study?

• What social networking opportunities are there?

• What campus lectures or public programs bring experts to my

campus?

• What alumni networks can I access?

• What other resources can I explore to find out about more

opportunities in my field of study?

A Changing Curriculum

Source: Lauren Weber, “Colleges Get Career-Minded,” The Wall Street Journal, May 22, 2012, http://online.wsj.com/article/SB100014240527023 03448404577410592488795980.html .

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Module 30 Follow-Up Letters and Calls and Job Offers 515

Group Activity

Imagine that you and your group will conduct an interview for

a job opening. With members of your group, choose an industry

to research and explore. Find a job posting that includes detailed

descriptions of the position, required skills, and the hiring com-

pany. (You can find a job posting on an online job site or your local

newspaper. Copy the postings and distribute them to each member

of the group.)

Your task is then to come up with relevant questions to ask the

potential interviewee.

Consider the following questions as you brainstorm:

• What are the necessary skills for the job?

• What kind of interview will you use for the applicant?

• What are some traditional interview questions you will ask?

When you finish, brainstorm with your group to come up with

answers to your interview questions.

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516

Glossary

A

Acknowledgment responses Nods, smiles, frowns, and words that let a speaker know you are listening.

Active listening Feeding back the literal meaning or the emo- tional content or both so that the speaker knows that the listener

has heard and understood.

Active verb A verb that describes the action of the grammatical subject of the sentence.

Adjustment The response to a claim letter. If the company agrees to grant a refund, the amount due will be adjusted.

Analytical report A report that interprets information.

Assumptions Statements that are not proven in a report, but on which the recommendations are based.

B

Bar graph A visual consisting of parallel bars or rectangles that represent specific sets of data.

Behavioral interviews Job interviews that ask candidates to describe actual behaviors they have used in the past in specific

situations.

Bias-free language Language that does not discriminate against people on the basis of sex, physical condition, race, age, or any

other category.

Blind ads Job listings that do not list the company’s name.

Blind copies Copies sent to other recipients that are not listed on the original letter or memo.

Block format In letters, a format in which the inside address, date, and signature block are lined up at the left margin.

Blocking Disagreeing with every idea that is proposed in a meeting.

Blogging Using a web log, or blog, to communicate on the Internet.

Body The main part of a letter, memo, or report.

Body language Nonverbal communication conveyed by posture and movement, eye contact, facial expressions, and gestures.

Boilerplate Language from a previous document that a writer includes in a new document. Writers use boilerplate both to

save time and energy and to use language that has already been

approved by the organization’s legal staff.

Brainstorming A method of generating ideas by recording everything a person or a group thinks of, without judging or

evaluating the ideas.

Branching question Question that sends respondents who answer differently to different parts of the questionnaire. Allows

respondents to answer only those questions that are relevant to

their experience.

Bridge A sentence that connects the attention-getter to the body of a letter.

Buffer A neutral or positive statement designed to allow the writer to bury, or buffer, the negative message.

Build goodwill To create a good image of yourself and of your organization—the kind of image that makes people want to do

business with you.

Bullets Large round dots or squares that set off items in a list. When you are giving examples, but the number is not exact and

the order does not matter, use bullets to set off items.

Business slang Terms that have technical meaning but are used in more general senses. Used sparingly, these terms are appropri-

ate in job application letters and in messages for people in the

same organization who are likely to share the vocabulary.

Businessese A kind of jargon including unnecessary words. Some words were common 200 to 300 years ago but are no longer

part of spoken English. Some have never been used outside of

business writing. All of these terms should be omitted.

Buying time with limited agreement Agreeing with the small part of a criticism that one does accept as true.

C

Case The grammatical role a noun or pronoun plays in a sen- tence. The nominative case is used for the subject of a clause, the

possessive to show who or what something belongs to, the objec-

tive case for the object of a verb or a preposition.

Channel The physical means by which a message is sent. Writ- ten channels include memos, letters, and billboards. Oral channels

include phone calls, speeches, and face-to-face conversations.

Channel overload The inability of a channel to carry all the messages that are being sent.

Chartjunk Decoration that is irrelevant to a visual and that may be misleading.

Checking for feelings Identifying the emotions that the previ- ous speaker seemed to be expressing verbally or nonverbally.

Checking for inferences Trying to identify the unspoken content or feelings implied by what the previous speaker has actually said.

Choice or selection The decision to include or omit information in a message.

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Glossary 517

Chronological résumé A résumé that lists what you did in a timeline, starting with the most recent events and going backward

in reverse chronology.

Citation Attributing a quotation or other idea to a source in the body of the report.

Claim letter A letter seeking a replacement or refund.

Clear A message whose audience gets the meaning the writer or speaker intended.

Clip art Predrawn images that you can import into your news- letter, sign, or graph.

Close The ending of a document.

Closed or defensive body position Keeping the arms and legs crossed and close to the body. Suggests physical and psychological

discomfort, defending oneself, and shutting the other person out.

Closed question Question with a limited number of possible responses.

Closure report A report summarizing completed research that does not result in action or recommendation.

Clowning Making unproductive jokes and diverting the group from its task.

Clustering A method of thinking up ideas by writing the central topic in the middle of the page, circling it, writing down the ideas

that topic suggests, and circling them.

Collaborative writing Working with other writers to produce a single document.

Collection letter A letter asking a customer to pay for goods and services received.

Collection series A series of letters asking customers to pay for goods and services they have already received. Early letters in the

series assume that the reader intends to pay but has forgotten or

has met with temporary reverses. Final letters threaten legal action

if the bill is not paid.

Comma splice or comma fault Using a comma to join two independent clauses. To correct, use a semicolon, add a coordinat-

ing conjunction, subordinate one of the clauses, or use a period

and start a new sentence.

Common ground Values and goals that the writer and reader share.

Communication theory A theory explaining what happens when we communicate and where miscommunication can occur.

Complaint letter A letter that challenges a policy or tries to get a decision changed.

Complete A message that answers all of the audience’s ques- tions. The audience has enough information to evaluate the mes-

sage and act on it.

Complex sentence Sentence with one main clause and one sub- ordinate clause.

Complimentary close The words after the body of the letter and before the signature. Sincerely and Cordially are the most com- monly used complimentary closes in business letters.

Compound sentence Sentence with two main clauses joined by a conjunction.

Conclusions Section of a report that restates the main points.

Conflict resolution Strategies for getting at the real issue, keep- ing discussion open, and minimizing hurt feelings so that people

can find a solution that feels good to everyone involved.

Connotations The emotional colorings or associations that accompany a word.

Convenience sample A group of subjects to whom the researcher has easy access.

Conversational style Conversational patterns such as speed and volume of speaking, pauses between speakers, whether questions

are direct or indirect. When different speakers assign different

meanings to a specific pattern, miscommunication results.

Coordinating Planning work, giving directions, fitting together contributions of group members.

Coordination The third stage in the life of a task group, when the group finds, organizes, and interprets information and exam-

ines alternatives and assumptions. This is the longest of the four

stages.

Correct Used to describe a message that is accurate and free from errors in punctuation, spelling, grammar, word order, and

sentence structure.

Credibility The audience’s response to the source of the message.

Criteria The standards used to evaluate or weigh the factors in a decision.

Critical incident An important event that illustrates a subordi- nate’s behavior.

Cropping Cutting a photograph to fit a specific space. Also, photographs are cropped to delete visual information that is

unnecessary or unwanted.

Culture The unconscious patterns of behavior and beliefs that are common to a people, nation, or organization.

Cycling The process of sending a document from writer to superior to writer to yet another superior for several rounds of

revisions before the document is approved.

D

Dangling modifier A phrase that modifies a word that is not actually in a sentence. To correct a dangling modifier, recast the

modifier as a subordinate clause or revise the sentence so its sub-

ject or object can be modified by the now dangling phrase.

Data Facts or figures from which conclusions can be drawn.

Decode To extract meaning from symbols.

Decorative visual A visual that makes the speaker’s points more memorable but that does not convey numerical data.

Defensive or closed body position Keeping the arms and legs crossed and close to the body. Suggests physical and psycho-

logical discomfort, defending oneself, and shutting the other

person out.

Demographic characteristics Measurable features of an audi- ence that can be counted objectively: age, sex, race, education

level, income, and so on.

Denotation A word’s literal or “dictionary” meaning. Most common words in English have more than one denotation.

Context usually makes it clear which of several meanings is

appropriate.

Dependent clause A group of words that contains a subject and a verb but cannot stand by itself as a complete sentence.

Descriptors Words describing the content of an article. Used to permit computer searches for information on a topic.

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518 Glossary

Extrinsic benefits Benefits that are “added on”; they are not a necessary part of the product or action.

Eye contact Looking another person directly in the eye.

F

Feasibility study A report that evaluates two or more pos- sible alternatives and recommends one of them. Doing nothing is

always one alternative.

Feedback The receiver’s response to a message.

Figure Any visual that is not a table.

Fixed typeface A typeface in which each letter has the same width on the page. Sometimes called typewriter typeface.

Flaming Sending out an angry e-mail message before thinking about the implications of venting one’s anger.

Focus groups Small groups who come in to talk with a skilled leader about a potential product.

Forced choice A choice in which each item is ranked against every other item. Used to discover which of a large number of

criteria are crucial.

Form letter A letter that is sent unchanged or with only minor modifications to a large number of readers.

Formal meetings Meetings run under strict rules, such as the rules of parliamentary procedure summarized in Robert’s Rules of Order.

Formal report A report containing formal elements such as a title page, a transmittal, a table of contents, and an abstract.

Formalization The fourth and last stage in the life of a task group, when the group makes and formalizes its decision.

Format The parts of a document and the way they are arranged on a page.

Formation The second stage in the life of a task group, when members choose a leader and define the problem they must solve.

Freewriting A kind of writing uninhibited by any constraints. Freewriting may be useful in overcoming writer’s block, among

other things.

G

Gatekeeper The audience with the power to decide whether your message is sent on to other audiences. Some gatekeepers are

also initial audiences.

Gathering Physically getting the background data you need. It can include informal and formal research or simply getting the let-

ter to which you’re responding.

General slang Words or phrases such as awesome, smokin’, or at the end of my rope that are sometimes used in conversations and in presentations, but are not appropriate in business and adminis-

trative writing since they appear sloppy or imprecise.

Generations People grouped by years of birth and often shar- ing characteristics as defined by events and practices of their

time. The three sizable generations today are the Baby Boomers,

Generation X, and Millennials (also known as Generation Y or the

Internet Generation).

Gerund The -ing form of a verb; grammatically, it is a verb used as a noun.

Getting feedback Asking someone else to evaluate your work. Feedback is useful at every stage of the writing process, not just

during composition of the final draft.

Dingbats Small symbols such as arrows, pointing fingers, and so forth that are part of a typeface.

Direct request A pattern of organization that makes the request directly in the first and last paragraphs.

Directed subject line A subject line that makes clear the writ- er’s stance on the issue.

Discourse community A group of people who share assump- tions about what channels, formats, and styles to use for com-

munication; what topics to discuss and how to discuss them; and

what constitutes evidence.

Document design The process of writing, organizing, and laying out a document so it can be easily used by the intended

audience.

Documentation Providing full bibliographic information so interested readers can go to the original source of material used

in a report.

Dominating Trying to run a group by ordering, shutting out others, and insisting on one’s own way.

E

Early letter A collection letter that is gentle. An early letter assumes that the reader intends to pay but has forgotten or has met

with temporary reverses.

Editing Checking the draft to see that it satisfies the require- ments of good English and the principles of business writing.

Unlike revision, which can produce major changes in meaning,

editing focuses on the surface of writing.

Ego-involvement The emotional commitment the audience has to its position.

Elimination of alternatives A pattern of organization for reports that discusses the problem and its causes, the impractical solutions

and their weaknesses, and finally the solution the writer favors.

Emotional appeal Making the audience want to do what the writer or speaker asks.

Empathy The ability to put oneself in someone else’s shoes, to feel with that person.

Encode To put ideas into symbols.

Enunciate To voice all the sounds of each word while speaking.

Evaluating Measuring the draft against your goals and the requirements of the situation and audience. Anything produced

during each stage of the writing process can be evaluated, not just

the final draft.

Evidence Facts or data the audience already accepts.

Exaggeration Making something sound bigger or more impor- tant than it really is.

Executive summary A summary of a report, specifying the rec- ommendations and the reasons for them.

Expectancy theory A theory that argues that motivation is based on the expectation of being rewarded for performance and

the importance of the reward.

External audiences Audiences who are not part of the writer’s organization.

External documents Documents that go to people in another organization.

External report Report written by a consultant for an organiza- tion of which he or she is not a permanent employee.

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Glossary 519

Information interview An interview in which you talk to some- one who works in the area you hope to enter to find out what the

day-to-day work involves and how you can best prepare to enter

that field.

Information overload The inability of a human receiver to pro- cess all the messages he or she receives.

Information report A report that collects data for the reader but does not recommend action.

Informational messages In a group, messages focusing on the problem, data, and possible solutions.

Informative message Message to which the reader’s basic reac- tion will be neutral.

Informative presentation A presentation that informs or teaches the audience.

Informative or talking heads Headings that are detailed enough to provide an overview of the material in the sections they introduce.

Initial audience The audience that assigns the message and routes it to other audiences.

Inside address The reader’s name and address; put below the date and above the salutation in most letter formats.

Interactive presentation A conversation in which the seller uses questions to determine the buyer’s needs, probe objections,

and gain provisional and then final commitment to the purchase.

Intercultural competence The ability to communicate sensi- tively with people from other cultures and countries, based on an

understanding of cultural differences.

Internal audiences Audiences in the writer’s organization.

Internal document Document written for other employees in the same organization.

Internal documentation Providing information about a source in the text itself rather than in footnotes or endnotes.

Internal report Reports written by employees for use only in their organization.

Interpersonal communication Communication between people.

Interpersonal messages In a group, messages promoting friendliness, cooperation, and group loyalty.

Interpret To determine the significance or importance of a message.

Interview Structured conversation with someone who is able to give you useful information.

Intrinsic benefits Benefits that come automatically from using a product or doing something.

Introduction The part of a report that states the purpose and scope of the report. The introduction may also include limitations,

assumptions, methods, criteria, and definitions.

J

Jargon There are two kinds of jargon. The first kind is the specialized terminology of a technical field. The second is busi-

nessese, outdated words that do not have technical meanings and

are not used in other forms of English.

Judgment sample A group of subjects whose views seem useful.

Justification report Report that justifies the need for a purchase, an investment, a new personnel line, or a change in procedure.

Justified margins Margins that end evenly on the right side of the page.

Glossary A list of terms used in a report with their definitions.

Goodwill The value of a business beyond its tangible assets, including its reputation and patronage. Also, a favorable condition

and overall atmosphere of trust that can be fostered between par-

ties conducting business.

Goodwill ending Shift of emphasis away from the message to the reader. A goodwill ending is positive, personal, and forward-

looking and suggests that serving the reader is the real concern.

Goodwill presentation A presentation that entertains and vali- dates the audience.

Grammar checker Software program that flags errors or doubt- ful usage.

Grapevine The informal informational network in an orga- nization, which carries gossip and rumors as well as accurate

information.

Ground rules Procedural rules adopted by groups to make meetings run smoothly.

Groupthink The tendency for a group to reward agreement and directly or indirectly punish dissent.

Guided discussion A presentation in which the speaker presents the questions or issues that both speaker and audience have agreed

on in advance. Instead of functioning as an expert with all the

answers, the speaker serves as a facilitator to help the audience tap

its own knowledge.

H

Headings Words or short phrases that group points and divide your letter, memo, or report into sections.

Hearing Perceiving sounds.

Hidden job market Jobs that are never advertised but may be available or may be created for the right candidate.

Hidden negatives Words that are not negative in themselves, but become negative in context.

High-context culture A culture in which most information is inferred from the context, rather than being spelled out explicitly

in words.

Histogram A bar graph using pictures, asterisks, or points to represent a unit of the data.

Hot buttons Issues to which the audience has a strong emo- tional response.

Hyperlinks Web page links to another location or page.

I

Impersonal expression A sentence that attributes actions to inanimate objects, designed to avoid placing blame on a reader.

Indented format A format for résumés in which items that are logically equivalent begin at the same horizontal space, with

carryover lines indented three spaces. Indented format emphasizes

job titles.

Independent clause A group of words that can stand by itself as a complete sentence.

Infinitive The form of the verb that is preceded by to.

Inform To explain something or tell the audience something.

Informal meetings Loosely run meetings in which votes are not taken on every point.

Informal report A report using the letter or memo format.

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520 Glossary

Monologue presentation A presentation in which the speaker speaks without interruption. The presentation is planned and is

delivered without deviation.

Myers-Briggs Type Indicator A scale that categorizes people on four dimensions: introvert-extravert; sensing-intuitive; think-

ing-feeling; and perceiving-judging.

N

Negative message A message in which basic information conveyed is negative; the reader is expected to be disappointed

or angry.

News release Messages that package information about a company and that the writer would like announced in local and

national media.

Noise Any physical or psychological interference in a message.

Nominative case The grammatical form used for the subject of a clause. I, we, he, she, and they are nominative pronouns.

Nonagist Words, images, or behaviors that do not discriminate against people on the basis of age.

Nonracist Words, images, or behaviors that do not discriminate against people on the basis of race.

Nonrestrictive clause A clause giving extra but unessential information about a noun or pronoun. Because the information is

extra, commas separate the clause from the word it modifies.

Nonsexist language Language that treats both sexes neutrally, that does not make assumptions about the proper gender for a job,

and that does not imply that men are superior to or take prece-

dence over women.

Nonverbal communication Communication that does not use words.

Normal interview A job interview with some questions that the interviewer expects to be easy, some questions that present an

opportunity to showcase strong points, and some questions that

probe any weaknesses evident from the résumé.

Noun–pronoun agreement Having a pronoun be the same number (singular or plural) and the same person (first, second,

or third) as the noun it refers to.

O

Objective case The grammatical form used for the object of a verb or preposition. Me, us, him, her, and them are objective pronouns.

Omnibus motion A motion that allows a group to vote on sev- eral related items in a single vote. Saves time in formal meetings

with long agendas.

Open body position Keeping the arms and legs uncrossed and away from the body. Suggests physical and psychological comfort

and openness.

Open punctuation Using no punctuation after the salutation and the complimentary close.

Open question Question with an unlimited number of possible responses.

Organization The order in which ideas are arranged in a message.

Organizational culture The values, attitudes, and philosophies shared by people in an organization that shape its messages and its

reward structure.

K

Keywords or descriptors Words describing the content of an article used to permit computer searches for information on

a topic.

L

Late letter A collection letter that threatens legal action if the bill is not paid.

Letter Short document using block or modified block format that goes to readers outside your organization.

Letterhead Stationery with the organization’s name, logo, address, and telephone number printed on the page.

Limitations Problems or factors that limit the validity of the recommendations of a report.

Line graph A visual consisting of lines that show trends or allow the viewer to interpolate values between the observed values.

Listening Decoding and interpreting sounds correctly.

Low-context culture A culture in which most information is conveyed explicitly in words rather than being inferred from

context.

M

Main or independent clause A group of words that can stand by itself as a complete sentence.

Maslow’s hierarchy of needs Five levels of human need pos- ited by Abraham H. Maslow. They include physical needs, the

need for safety and security, for love and belonging, for esteem

and recognition, and for self-actualization.

Mean The average. Found by adding up all the numbers and dividing by the number of numbers.

Median The middle number in a series arranged in order of magnitude.

Memo Document using memo format sent to readers in your organization.

Methods section The section of a report or survey describing how the data were gathered.

Middle letter A collection letter that is more assertive than an early letter. Middle letters may offer to negotiate a schedule for

repayment if the reader is not able to pay the whole bill immedi-

ately, remind the reader of the importance of good credit, educate

the reader about credit, or explain why the creditor must have

prompt payment.

Minutes Records of a meeting, listing the items discussed, results of votes, and persons responsible for follow-up steps.

Misplaced modifier A word or phrase that appears to modify another element of the sentence than the writer intended.

Mixed punctuation Using a colon after the salutation and a comma after the complimentary close in a letter.

Mode The most frequent number in a series of numbers.

Modified block format A letter format in which the inside address, date, and signature block are lined up with each other

one-half or one-third of the way over on the page.

Modifier A word or phrase giving more information about another word in a sentence.

Monochronic culture Culture that treats time as a limited resource and emphasizes efficiency.

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Glossary 521

Primary audience The audience who will make a decision or act on the basis of a message.

Primary research Research that gathers new information.

Pro and con pattern A pattern of organization for reports that presents all the arguments for an alternative and then all the argu-

ments against it.

Problem-solving persuasion A pattern of organization that describes a problem that affects the reader before offering a solu-

tion to the problem.

Procedural messages Messages focusing on a group’s methods: how it makes decisions, who does what, when assignments are due.

Process of writing What people actually do when they write. Most researchers would agree that the writing process can include

eight parts: planning, gathering, writing, evaluating, getting feed-

back, revising, editing, and proofreading.

Product of writing The final written document.

Progress report A statement of the work done during a period of time and the work proposed for the next period.

Proofreading Checking the final copy to see that it’s free from typographical errors.

Proportional font A font in which some letters are wider than other letters (for example, w is wider than i ).

Proposal Document that suggests a method for finding informa- tion or solving a problem.

Prospecting letter A job application letter written to com- panies that have not announced openings but where you’d like

to work.

Psychographic data Human characteristics that are qualitative rather than quantitative: values, beliefs, goals, and lifestyles.

Psychological description Description of a product or service in terms of reader benefits.

Psychological reactance Phenomenon occurring when a reader reacts to a negative message by asserting freedom in

some other arena.

Purpose statement The statement in a proposal or a report specifying the organizational problem, the technical questions that

must be answered to solve the problem, and the rhetorical purpose

of the report (to explain, to recommend, to request, to propose).

Q

Questionnaire A list of questions for people to answer in a survey.

R

Ragged right or unjustified margins Margins that do not end evenly on the right side of the page.

Random sample A sample for which each person of the popu- lation theoretically has an equal chance of being chosen.

Reader benefits Benefits or advantages that the reader gets by using the writer’s services, buying the writer’s products, follow-

ing the writer’s policies, or adopting the writer’s ideas. Reader

benefits can exist for policies and ideas as well as for goods

and services.

Recommendation report A report that recommends action.

Recommendations Section of a report that specifies items for action.

Orientation The first stage in the life of a task group, when members meet and begin to define their task.

Original or primary research Research that gathers new information.

P

Paired graphs Two or more simple stories juxtaposed to create a more powerful story.

Parallel structure Putting words or ideas that share the same role in the sentence’s logic in the same grammatical form.

Paraphrase To repeat in your own words the verbal content of what the previous speaker said.

Passive verb A verb that describes action done to the grammati- cal subject of the sentence.

People-first language Language that names the person first, then the condition: “people with mental disability.” Used to avoid

implying that the condition defines the person’s potential.

Perception The ability to see, to hear, to taste, to smell, to touch.

Performance appraisals Supervisors’ written evaluations of their subordinates.

Personal space The distance someone wants between him- or herself and other people in ordinary, nonintimate interchanges.

Personalized A form letter that is adapted to the individual reader by including the reader’s name and address and perhaps

other information.

Persuade To motivate and convince the audience to act.

Persuasive presentation A presentation that motivates the audi- ence to act or to believe.

Pie chart A circular chart whose sections represent percentages of a given quantity.

Pitch The highness or lowness of a sound. Low-pitched sounds are closer to the bass notes on a piano; high-pitched sounds are

closer to the high notes.

Planning All the thinking done about a subject and the means of achieving your purposes. Planning takes place not only when

devising strategies for the document as a whole, but also when

generating “mini-plans” that govern sentences or paragraphs.

Polychronic culture Culture that emphasizes relationships rather than efficiency.

Population The group a researcher wants to make statements about.

Positive emphasis Focusing on the positive rather than the negative aspects of a situation.

Positive or good news message Message to which the reader’s reaction will be positive.

Possessive case The grammatical form used to indicate posses- sion or ownership. My, our, his, hers, its, and their are possessive pronouns.

Postal service abbreviations Two-letter abbreviations for states and provinces.

Prepositions Words that indicate relationships, for example, with, in, under, at.

Presenting problem The problem that surfaces as the sub- ject of disagreement. The presenting problem is often not the

real problem.

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522 Glossary

Sentence outline An outline using complete sentences that lists the sentences proving the thesis and the points proving each of those

sentences. A sentence outline is the basis for a summary abstract.

Serif The little extensions from the main strokes on the r and g and other letters. Times Roman and Courier are examples of serif

typefaces.

Sexist interview A stress interview in which questions are biased against one sex. Many sexist questions mask a legiti-

mate concern. The best strategy is to respond as you would to a

stress question: rephrase it and treat it as a legitimate request for

information.

Signpost An explicit statement of the place that a speaker or writer has reached: “Now we come to the third point.”

Simple sentence Sentence with one main clause.

Situational interviews Job interviews in which candidates are asked to describe what they would do in specific hypothetical

situations.

Skills résumé A résumé organized around the skills you’ve used, rather than the date or the job in which you used them.

Slang See business slang and general slang.

Social Networking Tool Applications, generally web-based, that let users network, post messages, and share photos and vid-

eos. Facebook and MySpace are popular social networking tools.

Spoke and LinkedIn are more specific to business. With Twitter,

messages are limited to a maximum of 140 characters and are

commonly viewed with a cell phone.

Solicited letter A job letter written when you know that the company is hiring.

Spell-checker Software program that flags possible errors in spelling.

Spot visuals Informal visuals that are inserted directly into text. Spot visuals do not have numbers or titles.

Stereotyping Putting similar people or events into a single cat- egory, even though significant differences exist.

Storyboard A visual representation of the structure of a docu- ment, with a rectangle representing each page or unit. An alterna-

tive to outlining as a method of organizing material.

Strategy A plan for reaching your specific goals with a specific audience.

Stress Emphasis given to one or more words in a sentence.

Stress interview A job interview that deliberately puts the applicant under stress, whether physical or psychological. Here

it’s important to change the conditions that create physical stress

and to meet psychological stress by rephrasing questions in less

inflammatory terms and treating them as requests for information.

Structured interview An interview that follows a detailed list of questions prepared in advance.

Subject line The title of the document, used to file and retrieve the document. A subject line tells readers why they need to read

the document and provides a framework in which to set what

you’re about to say.

Subjects The people studied in an experiment, focus group, or survey.

Subordinate or dependent clause A group of words con- taining a subject and a verb but that cannot stand by itself as a

complete sentence.

Reference line A subject line that refers the reader to another document (usually a numbered one, such as an invoice).

Referral interview Interviews you schedule to learn about cur- rent job opportunities in your field and to get referrals to other

people who may have the power to create a job for you. Useful for

tapping into unadvertised jobs and the hidden job market.

Release date Date a report will be made available to the public.

Request To ask the audience to take an easy or routine action.

Request for proposal (RFP) A statement of the service or product that an agency wants; a bid for proposals to provide that

service or product.

Respondents The people who fill out a questionnaire.

Response rate The percentage of subjects receiving a question- naire who agree to answer the questions.

Restrictive clause A clause limiting or restricting the mean- ing of a noun or pronoun. Because its information is essential, no

commas separate the clause from the word it restricts.

Résumé A persuasive summary of your qualifications for employment.

Reverse chronology Starting with the most recent job or degree and going backward. Pattern of organization used for chronologi-

cal résumés.

Revising Making changes in the draft: adding, deleting, substi- tuting, or rearranging. Revision can be changes in single words,

but more often it means major additions, deletions, or substitu-

tions, as the writer measures the draft against purpose and audi-

ence and reshapes the document to make it more effective.

RFP See request for proposal.

Rhetorical purpose The effect the writer or speaker hopes to have on the audience (to inform, to persuade, to build goodwill).

Rival hypotheses Alternate factors that might explain observed results.

Run-on sentence A sentence containing several main clauses strung together with and, but, or, so, or for.

S

Salutation The greeting in a letter. For example, “Dear Ms. Smith.”

Sample The portion of the population a researcher actually studies.

Sans serif Literally, without serifs. Typeface whose letters lack bases or flicks. Helvetica and Arial are examples of sans serif

typefaces.

Saves the reader’s time The result of a message whose style, organization, and visual impact help the reader to read, under-

stand, and act on the information as quickly as possible.

Scope statement A statement in a proposal or report specify- ing the subjects the report covers and how broadly or deeply it

covers them.

Secondary audience The audience affected by the decision or action. These people may be asked by the primary audience to

comment on a message or to implement ideas after they’ve been

approved.

Secondary research Research retrieving data someone else gathered.

Sentence fragment A group of words that are not a com- plete sentence but that are punctuated as if they were a

complete sentence.

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Glossary 523

U

Umbrella sentence or paragraph A sentence or paragraph list- ing in order the topics that following sentences or paragraphs will

discuss.

Understatement Downplaying or minimizing the size or fea- tures of something.

Unity Using only one idea or topic in a paragraph or other piece of writing.

Unjustified margins Margins that do not end evenly on the right side of the page.

Unstructured interview An interview based on three or four main questions prepared in advance and other questions that build

on what the interviewee says.

V

Verbal communication Communication that uses words; may be either oral or written.

Vested interest The emotional stake readers have in something if they benefit from keeping things just as they are.

Visual impact The visual “first impression” you get when you look at a page.

Volume The loudness or softness of a voice or other sound.

W

Watchdog audience An audience that has political, social, or economic power and that may base future actions on its evaluation

of your message.

White space The empty space on the page. White space empha- sizes material that it separates from the rest of the text.

Withdrawing Being silent in meetings, not contributing, not helping with the work, not attending meetings.

Wordiness Taking more words than necessary to express an idea.

Works cited The sources specifically referred to in a report.

Writing The act of putting words on paper or on a screen, or of dictating words to a machine or a secretary.

Y

You-attitude A style of writing that looks at things from the reader’s point of view, emphasizes what the reader wants to know,

respects the reader’s intelligence, and protects the reader’s ego.

Using you probably increases you-attitude in positive situations. In negative situations or conflict, avoid you because that word will attack the reader.

Summarizing Restating and relating major points, pulling ideas together.

Summary sentence or paragraph A sentence or paragraph list- ing in order the topics that following sentences or paragraphs will

discuss.

Survey A method of getting information from a large group of people.

T

T-letter A job application letter that uses some features from a résumé, such as a bulleted list of skills and experiences.

Table Numbers or words arrayed in rows and columns.

Talking heads Headings that are detailed enough to provide an overview of the material in the sections they introduce.

Teleconferencing Telephone conference calls among three or more people in different locations and video-conferences where

one-way or two-way video supplements the audio channel.

Telephone tag Making and returning telephone calls repeatedly before the two people are on the line at the same time.

10-K report A report filed with the Securities and Exchange Commission summarizing the firm’s financial performance; an

informative document.

Thank-you letter A letter thanking someone for helping you.

Threat A statement, explicit or implied, that someone will be punished if he or she does something.

Tone The implied attitude of the author toward the reader and the subject.

Tone of voice The rising or falling inflection that indicates whether a group of words is a question or a statement, whether the speaker is

uncertain or confident, whether a statement is sincere or sarcastic.

Topic outline An outline listing the main points and the sub- points under each main point. A topic outline is the basis for the

table of contents of a report.

Topic sentence A sentence that introduces or summarizes the main idea in a paragraph. A topic sentence may be either stated or

implied, and it may come anywhere in the paragraph.

Transitions Words, phrases, or sentences that show the connec- tions between ideas.

Transmit To send a message.

Transmittal A memo or letter explaining why something is being sent.

Truncated code Symbols such as asterisks that turn up other forms of a keyword in a computer search.

Truncated scales Graphs with part of the scale missing.

Tweet A massage sent through Twitter.

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524

Polishing Your Prose Answers

Module 1

1. The design team is making the most of a difficult situation.

3. Mia, who recently graduated from business school, has joined our

department.

5. Downloading a patch for that software glitch should fix the problem.

7. The vice president of our Chicago office, Ajay Sajda, visited the

Atlanta office in May.

9. Josie tweeted an invitation for the reception at the Four Seasons Hotel.

Module 2

1. Dress appropriately for your job interview. Wear your best suit.

3. Because of storms, Ethan’s flight was delayed, so he arrived in

Tulsa 30 minutes after the ceremony started but was able to give his

speech.

5. We’ve narrowed down our hiring choices to Michael, Isabella, and

Dylan. We should schedule another round of interviews to make our

final decision.

7. Liudmila and Carlos developed the reorganization plan for Gemma

Infotech, and in a display of interdepartmental cooperation, Linda,

Mehran, and Alex helped to revise it.

9. Dr. Faulkner, head of the Savannah research project, asked us to send

the report directly to the CDC; we should hear confirmation of the

findings by April 20.

Module 3

1. Tighten our belts means to economize. 3. Get off the ground means to launch a new project. 5. Carry the day means to convince people to support you or your ideas. 7. Crunch the numbers means to calculate or tabulate figures. 9. Pick over the bones means to thoroughly review or consume something.

Module 4

1. Their report notes four markets where increased profits are possible.

3. I’ll check with the managers to find out if their employees feel happy

with their compensation.

5. Three investors asked if we might consider selling our products online.

7. Mike tweeted a message about the sales kickoff planned for the

fifteenth of August.

9. Our fax machine hardly gets used any more, but it’s still an important

piece of office equipment.

Module 5

1. Passive voice is acceptable to show good you-attitude.

3. Unless there is a compelling reason to know who posted the rules, pas-

sive voice is acceptable.

5. Revise: Please keep all personal items locked in drawers to discour-

age theft.

7. Revise: The IT Department purchased a second set of tablet PCs.

9. Revise: We created apps for our customers to access their accounts

with a smartphone.

Module 6

1. It’s a good idea to keep paper copies of documents, as electronic files

can be lost or corrupted.

3. Though the app has been thoroughly tested, it’s a good idea to test it

one more time, just to be certain.

5. Each department should make sure its personnel files are kept

confidential.

7. Patel and Associates is dedicated to making sure its clients receive the

best service possible.

9. While it’s impossible to be prepared for all emergencies, it’s prudent to

have a general disaster plan.

Module 7

1. While we can debate its methodology, the report’s conclusion is clear:

We should expand into South America.

3. Too many departments’ employees are dressing casually on days other

than Friday.

5. This company’s first order of business is to serve the customer as best

as it can.

7. Carefully review each smartphone’s capabilities before committing to

purchase one for business use.

9. Either form is acceptable.

Module 8

1. Dean told us that his customers expect excellent service—even if that

means going above and beyond, such as working past quitting time.

3. The printer’s toner cartridge is jammed, so someone will need to take a

look at it.

5. Cassandra emerged from the meeting with a big smile and said, “The

ayes have it!”

7. Because our pool cars are expensive to maintain, we’re thinking of

using rentals instead next year.

9. When reviewing her team’s progress, Martina found that many efforts

in 2012 paid off.

Module 9

1. My tablet PC’s apps are truly exceptional.

3. We make more profit in one week in Asia than in a whole month in

the U.S.

5. Either Ashley or Phillip needs to submit an expense report for the team.

7. Even though Jill, Marianne, Theodore, and Svetlana have traveled

extensively, they are still good candidates for intercultural communica-

tion training.

9. There are many good reasons to start saving early for retirement. The

most obvious is time is on your side.

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Polishing Your Prose Answers 525

Module 10

1. Traveling overseas on business, I saw that the sights were absolutely

incredible.

3. Ringing over and over, the phone was finally answered by me.

5. Imagining the worst, I really worried about traveling this weekend

because of the storm.

7. After carefully selecting from all of my investment options, I was

pleased to find that my mutual funds yielded a 7% return this past year.

9. Featuring so many great apps, the website made it hard for me to

choose which ones to download.

Module 11

1. Tanika sent copies of the memo to Accounting, Public Relations, Mar-

keting, and Purchasing.

3. Jayden e-mailed to let us know that customers in our south, north, and

west offices could use more supplies.

5. When Esther came to fix the copier, she pointed out that it needed a

new toner cartridge, paper tray, and keyboard.

7. Make sure you order supplies for the strategic planning retreat: pens,

paper, giant notepads, markers, Post-it notes, file folders, and two-

sided tape.

9. Bailey, Valdez, and Shepherd expect to open sales offices in the

following countries:

a. Brazil.

b. Argentina.

c. Mexico.

d. El Salvador.

Module 12

1. This voice sounds autocratic.

3. This voice is condescending.

5. This voice is curt.

7. This voice sounds unfocused and unprofessional.

9. This voice sounds stuffy and presumptuous.

Module 13

1. My college lowered its parking sticker costs about $10 a year.

3. I have to mind my Ps and Qs, I discovered, if I’m going to get ahead in

this world.

5. Victor said his greatest achievement was being selected as “Man of the

Year” by the Rotary Club.

7. My mother told me that when she was a little girl, she learned she can’t

always believe what she hears.

9. At Singh and Associates, I told my parents, I learned I have to do my

best to get noticed.

Module 14

1. We hope we can expand our marketing efforts to Canada in the next

few months.

3. Though Gregory said he had an oral agreement with Parker, Sandy

reminded him that it should have been in writing.

5. Sue Ellen wondered if the plan to go quickly to the supply store before

the meeting would instead make them late.

7. While they had an oral disagreement on the phone yesterday, they

stayed professional and patched things up today.

9. Carolyn said she expects that the Purchasing, Public Relations and

Building Management Departments will each send its representatives

to the meeting.

Module 15

1. Jessica went to college in Texas, but her sister stayed in Indiana and

attended a local private university.

3. George said he was going to be late for the meeting, but Charlene said

she would be there on time, so let’s plan still getting together at 1 p.m.

5. Tucker wants to know if he should stay later tonight, but I haven’t

heard from Andy yet, and Paulette told me she would call back in a few

minutes.

7. The letter traveled to several offices before it got to me. I only just read

it, so it may take me a while to consider what it says. You might want

to come back in an hour.

9. While St. Augustine was my first choice, I really like Tampa. I found a

terrific place to live that is close to the beach, but it is very affordable.

I think I’m really going to like it here!

Module 16

1. The best years for our stock were 1995, 2004, 2010, and 2012.

3. We’ve got enough time to tour three of the region’s cities, so choose

from Nome, Alaska; Dearborn, Michigan; Gary, Indiana; Chicago, Illi-

nois; or Lexington, Kentucky.

5. I can see that when Juan takes charge in April, we can expect to see

profit increases in May, June, July, and August.

7. Because we only have enough money in the budget for one attendee,

we’ll have to select Eve, Gail, Dominic, or Lynetta to go.

9. Our international division wants the board to tour Kyoto, Japan;

Beijing, China; Berne, Switzerland; Mainz, Germany; and Toronto,

Canada.

Module 17

1. We’re going to reorganize the department. John and Anthony, our for-

mer summer intern, will do media relations while Talia and Deb will

join our web development team. Russ, Alexi, and Caroline will stay in

market research. Seydina will move to long-range planning.

3. Last week, I got a new cell phone. It has Internet and Bluetooth capa-

bility, and I can even store video and TV shows on it and recharge it

wirelessly. Being the latest technology, the phone also has a 2 MPX

camera, a full-color screen, and a projector. Of course, I can text with

it, too, and it works as a phone. I replaced my older phone, which

worked but did not have a projector or Wi-Fi connectivity. Though that

phone was only two years old, I went online and bought the new one.

I’d be lost without my cell phone!

5. I began my career working in packaging for Van Eyck Industries.

During my two years with Van Eyck, I spent most of my time on the

assembly line, operating hydraulic and boxing equipment. Then I took

a junior position in logistics with Evergreen Plastics. I worked there

for four years. At Evergreen Plastics, I started as an assembly line

supervisor but was offered a position with logistics within a year. I

then helped to plan and coordinate the delivery of recyclables to make

product, as well as the delivery of finished product to more than 100

stores and other businesses throughout the state.

Module 18

1. I’m confused by elements of this report.

3. This document could be improved with greater clarity.

5. This is a good effort but could still use improvement.

7. You might benefit from further training in writing and editing.

9. Let’s fix the spelling and grammar errors in this memo.

Module 19

1. Mark told us he expects the shipment—which was delayed because of

the hurricane—to arrive on Wednesday.

3. The year-long project required Curtis, Shanna, and Alexander to travel

throughout Asia and South America.

5. While the electrical supply order was correct, we also needed two-foot

and three-foot lengths of cord.

7. Though we are doing a good job of marketing to our European-

American customers, our Asian- and African-American customers

could be served better.

9. There were seven or eight consultants at the IT meeting—certainly a lot

more than anyone expected when we scheduled the meeting last April.

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526 Polishing Your Prose Answers

Module 20

1. The meeting with Cochran, Weiss, and Landon went very well, and

what we must do now is complete our bid specs.

3. The first thing I noticed about Nanda is that she is skilled at negotiation.

5. Franz let us know that he is willing to give us choices for which pro-

gram to use.

7. I’m pleased that Dalton listed the executives who will be attending the

meeting in Olathe, but I’m concerned that he may have ranked them

inappropriately.

9. Before anyone erases old files, Gary told us, they should have a good

reason to not keep them.

Module 21

1. Cason took the Graduate Record Examination at Sinclair Community

College this past Wednesday.

3. Prior to working with Locke, Crane, and Bischoff, Natalie worked for

Microsoft in Redmond, Washington.

5. Doubtless, Jeannie said at the meeting last week, our customers expect

the best in service.

7. Riana Tilden will be vice president of OCSEA in 2015, at which time

Denny Chang will become president.

9. Once I pass my last three classes at Michigan State University, I will

receive my Masters in Public Administration.

Module 22

1. Wight, Jonathan B. Personal interview. 04 July 2004.

3. O’Rourke, P. J. The CEO of the Sofa. New York: Atlantic Monthly P, 2001. Print.

5. United States. Environmental Protection Agency. “An Office Building

Occupant’s Guide to Indoor Air Quality.” Environmental Protection

Agency, n.d. Web. 1 Aug. 2009.

Visiting the site provides more information, including that the guide

was published in October 1997 by the U.S. Environmental Protection

Agency. Though the web page uses quotation marks for the title, MLA

treats guides and pamphlets with no authors as a book. Therefore, an

acceptable entry could be:

United States. Environmental Protection Agency. An Office Building Occupant’s Guide to Indoor Air Quality. Oct. 1997. Web. 1 Aug. 2009.

7. Locker, Kitty O., and Stephen Kyo Kaczmarek. Business Communi- cation: Building Critical Skills. 5th ed. Boston: McGraw-Hill/Irwin, 2011. Print.

9. Husker Fever Card. U of Nebraska, 2004. Web. 20 June 2012.

Module 23

1. It is in the best interest of our business, Sam Chen said, to make our

company’s buildings at least three stories.

3. Take this release to Andrea, please, and ask her to sign it. Bring it back

to me by 5 p.m.

5. Heather Ansel said that she is coming to the annual dinner celebration

on March 19.

7. At 11:34 a.m., Margaret Kim e-mailed that we had been awarded a

contract with Tanner, Dempsey, and Mihalek.

9. I have been attending business classes at the community college near

my office.

Module 24

Barbara Gillespie-Kim joins our Web Development Department after more

than 10 years working with Lerner and Thorpe Associates in San Jose,

California, a technology consulting firm specializing in helping companies

use the Internet. She started as a technical writer and later led several project

teams, including those specializing in Web development, market research,

and customer relations. Barbara worked closely with clients throughout

the west coast, as far away as Seoul, South Korea; Jakarta, Indonesia;

and Osaka, Japan. She received her B.A. in English from San Jose State

University, graduating summa cum laude, and her M.A. in Interdisciplinary

Studies from California State University, Los Angeles, graduating with a

perfect GPA. She specialized in technical writing in her bachelor’s program

at California State and in a combined program of multimedia design, Web

page development, and graphic design at San Jose State. Barbara speaks

Korean fluently and, in her words, “just enough Japanese and Indonesian to

embarrass myself!” Please welcome her aboard.

Module 25

1. Improving Customer Relations

3. Will you be in your office at 3 p.m.?

5. You’re Invited to Lily’s Party

7. Marketing, Public Relations, and Shipping and Receiving

9. Goals for 2014

• Expanding into China.

• Expanding into Mexico.

• Expanding into Brazil.

Module 26

1. We like Ann because of her winning personality and generous nature.

3. Excellent communication skills, a desire to help the Bozeman Com-

pany reach its goals, and a proven track record in sales makes me a

great candidate for the job.

5. Our Electricity Miser comes with a three-year limited warranty, a

guarantee to save you at least 25% on your monthly utility bill, and

more standard features than any similar product on the market.

7. Bailey said she expects us to be at the exit within the next 10 minutes.

9. Munahil told us she is excited about the sales and marketing job oppor-

tunities with the Oliver Kane Company.

Module 27

Multiple answers are possible (e.g., abbreviations versus using the com- plete terms; appropriate format changes; updating “2007” to “2012” or later). 1. August 20, 2007

W.W. Lyndhurst, Inc.

10002 Avenue of the Americas

New York, NY 21211

Mr. Frank Sugarman

1201 North 5th Street

Detroit, MI 48201

Dear Mr. Sugarman:

Thank you for your recent inquiry regarding your order of July 17,

2007. As you know, we at W.W. Lyndhurst, Inc., value your satisfac-

tion. Rest assured that a replacement part is on its way.

Should you require anything else, please call me at 1-800-555-1209.

Once again, thank you.

Sincerely,

Kevin Corcoran

Module 28

1. Your enthusiasm might be a better match than mine for writing this

report. (A statement like this can also be omitted.)

3. Collette said that you and I need to make sure our travel requests are in

by August 1.

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Polishing Your Prose Answers 527

5. My boss, Guy Richards, doesn’t like it if I call him by his first name.

7. The error on the report almost cost us the account.

9. When Cooper and I give the presentation at Bockner and Basche, we’ll

be giving it our all.

Module 29

1. A bond can be a cord or rope, a financial product, an agreement or relationship, or the act of joining things together.

3. Tweet can be the sound a bird makes or a brief message using Twitter. 5. Smart can mean clever or intelligent, to feel a stinging pain, or a type

of device, usually a phone, featuring advanced technology.

7. A market is a place or arena to sell goods or services as well as the act of buying or selling. In slang terms, it also is shorthand for the stock market.

9. People generally think of a raise as an increase in pay, but it can also mean to build or lift. In games like poker, it is the act of increasing a bet.

Module 30

1. With whom are you attending the annual meeting?

3. Zach and I expected Jordyn to bring only the digital camera, but she

brought a laptop, too.

5. Loren Adelson let Kenji and me know that the marketing brochures

arrived from Caspar Printing this morning.

7. No one was sure for whom the packages were intended, so Ron,

Christina, and I took them back to the mail room.

9. We thought we knew who made the call, but it turns out Rachel and I

wrote down two different names.

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528

Endnotes

Module 1

1. Dana Mattioli , “With Fewer U.S. Opportunities, Home Looks Appeal-

ing to Expats,” December 17, 2009 , The Wall Street Journal, http:// online.wsj.com/article/SB10001424052748704869304574595831070

819244.html .

2. Jeremy Greenfield, “Unemployment: The New Norm,” May 26, 2011,

http://finance.yahoo.com/career-work/article/112786/unemployment-

new-norm-fins.

3. Hope Yen, “1 in 2 New Graduates are Jobless or Underemployed,”

April 23, 2012, http://finance.yahoo.com/news/1-2-graduates- jobless-

underemployed-140300522.html

4. Hillel Itlaie, “Government Study: Americans Reading Less,” November

19, 2007, http://news.yahoo.com/s/ap/20071119/ap_en_ot/books_

nea_study.

5. “Study: College Students Lack Literacy for Complex Tasks,” January

20, 2006, www.cnn.com/2006/EDUCATION/01/20/literacy.college.

students.ap/index.html.

6. National Association of Colleges and Employers, “Employers Identify

the Skills, Qualities of the ‘Ideal Candidate,’” news release, January

15, 2004 , downloaded at the NACE web site, www.naceweb.org .

7. Brad Humphrey and Jeff Stokes, “The 21st Century Supervisor,”

HRMagazine, May 2000 , downloaded from Infotrac at http:// web.1.infotrac.galegroup.com .

8. Robyn D. Clarke, “A New Labor Day,” Black Enterprise, February 2001, 98 .

9. U.S. Chamber of Commerce, downloaded at www.uschamber.com/

cwp/strategies/literacy/default.htm , July 20, 2005 .

10. Justin Pope , “Poor Writing Costs Taxpayers Millions,” Business- Week, downloaded at www.businessweek.com/ap/financialnews/ D8B4KS0G3.htm?campaign_id = apn_home_up , July 25, 2005; and The College Board National Commission on Writing, “Writing Can

Be a Ticket to Professional Jobs, Says Blue-Ribbon Group,” news

release, September 2004, downloaded at www.writingcommission.org/

pr/ writing_for_employ.html .

11. Anne Fisher , “Ask Annie,” Fortune, March 1, 1999, 244 . 12. Bureau of Labor Statistics, U.S. Department of Labor , “Secretaries

and Administrative Assistants,” in Occupational Outlook Handbook, 2004 –5 Edition, downloaded at www.bls.gove , May 27, 2004 (last

modified March 21, 2004 ).

13. Henry Mintzberg , The Nature of Managerial Work (New York: Harper & Row , 1973 ), 32, 65 .

14. Frederick K. Moss , “Perceptions of Communication in the Corporate

Community,” Journal of Business and Technical Communication 9, no. 1 (January 1995): 67 .

15. Diana Booher , Cutting Paperwork in the Corporate Culture (New York: Facts on File , 1986 ), 24; and U.S. Bureau of Labor Statistics,

Department of Labor , “Employer Costs for Employee Compensa-

tion Summary,” news release, February  26, 2004, downloaded at

http://bls.gov .

16. Claudia MonPere McIsaac and Mary Ann Aschauer , “Proposal Writing

at Atherton Jordan , Inc.: An Ethnographic Study,” Management Com- munication Quarterly 3 ( 1990 ): 535 .

17. Watson Wyatt Worldwide , “Effective Employee Communication Linked

to Greater Shareholder Returns, Watson Wyatt Study Finds,” news

release, November 3, 2003, downloaded at www.watsonwyatt.com ; and

“The Best Policy Now: Less ‘Spin’ and More Honesty,” HR Focus, April 2004, downloaded from Infotrac at http://web1.infotrac.galegroup.com .

Module 2

1. Audiences 1, 3, and 4 are based on J. C. Mathes and Dwight Stevenson,

Designing Technical Reports: Writing for Audiences in Organizations, 2nd ed. (New York: Macmillan , 1991 ), 40. The fifth audience is sug-

gested by Vincent J. Brown, “Facing Multiple Audiences in Engineering

and R&D Writing: The Social Context of a Technical Report,” Journal of Technical Writing and Communication 24, no. 1 (1994): 67–75 .

2. Amiso M. George, “Cultivating Effective Internal Communication—

Strategies That Work: The Case of USAA Insurance and Financial Ser-

vices,” Association for Business Communication Annual Meeting, Los

Angeles , November 3–6, 1999 .

3. Isabel Briggs Myers , Introduction to Type (Palo Alto, CA: Consult- ing Psychologists Press, 1980 ). The material in this section follows

Myers’s paper.

4. Isabel Briggs Myers and Mary H. McCaulley , Manual: A Guide to the Development and Use of the Myers-Briggs Type Indicator (Palo Alto, CA: Consulting Psychologists Press, 1985 ), 251, 248, respectively.

5. Ray B. Williams, “Wired for Success: How to Fulfill Your Potential,”

May 25, 2012, Psychology Today, http://www.psychologytoday.com/ blog/wired-success/201205/why-it-s-time-quiet-introverted-leaders.

6. SRIC-BI, “Representative VALS Projects,” SRIC- BI web site, www.

sric-bi-com , downloaded June 2, 2004; and Sandra Yin, “Your Ques-

tions Answered,” American Demographics, December 1, 2003, down- loaded from Infotrac at http://web3infotrac.galegroup.com .

7. SRI Consulting Business Intelligence (SRIC-BI), “Global Leader in

Psychological Consumer Segmentation Announces System Enhance-

ments to Anticipate the Evolving Marketplace,” news release,

November 18, 2002 , SRIC- BI web site, www.sric-bi.com .

8. Anne Fisher , “Internet Buyers Are Not What You Think,” Fortune, January 10, 2000, 190 .

9. Jennifer Lach , “Data Mining Digs In,” American Demographics, July 1999, 42 .

10. Cecilia Rothenberger , “Consulting Culture: Two Companies Uncovered,”

Fast Company, downloaded at www.fastcompany.com/ articles/2000/11/ act_culture.html , July 13, 2005 .

11. Matt Siegel , “The Perils of Culture Conflict,” Fortune, November  9, 1998, 258 .

12. Linda Driskill , “Negotiating Differences among Readers and Writers,”

presented at the Conference on College Composition and Communica-

tion, San Diego, CA, March 31–April 3, 1993.

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Endnotes 529

Module 3

1. Steve Lohr , “Hello, India? I Need Help With My Math,” The New York Times, October 31, 2007, downloaded at www.nytimes.com/ 2007/10/31/business/worldbusiness/31butler.html .

2. Clare Ansberry , “Sending Jobs Overseas Draws Debate at Home,”

The Wall Street Journal, January 22, 2006, downloaded at www. careerjournal.com/hrcenter/articles/20030724- ansberry.html .

3. See, for example, W. B. Johnson and A. E. Packer , Workforce 2000 (Indianapolis: Hudson Institute, 1987). The population estimates are

unchanged; see Robyn D. Clarke, “The Future Is Now,” Black Enter- prise, February 2000, 99 .

4. Bureau of the Census, Statistical Abstract of the United States 1997, Table 22, 22–23 .

5. Cited in Farai Chideya, The Color of Our Future (New York: Morrow, 1999 ), 17 .

6. “Amazing Numbers,” Selling Power, September 1996, 28 . 7. “Harvard Tracking Religious Diversity,” The Columbus Dispatch,

November 13, 1993, 10H .

8. Joel Dreyfuss , “Get Ready for the New Work Force,” Fortune, April 23, 1990, 165 .

9. Gail Edmondson , “See the World, Erase Its Borders,” BusinessWeek, August 28, 2000, 113 .

10. Mark Clifford and Manjeet Kripalani , “Different Countries, Adjoining

Cubicles,” BusinessWeek, August 28, 2000, 182–84; Manjeet Kripalani and Pete Engardio, “The Rise of India,” BusinessWeek, December 8, 2003, 66–72ff; and Michael Arndt, “Why 3M Feels Right at Home in

China,” BusinessWeek, April 12, 2004, downloaded from Infotrac at http://web7.infotrac.galegroup.com .

11. Poppy Lauretta McLeod , Sharon Alisa Lobel , and Taylor H. Cox,

Jr. , “Ethnic Diversity and Creativity in Small Groups,” Small Group Research 27, no. 2 (May 1996): 248–64 .

12. David A. Victor, International Business Communication (New York: HarperCollins, 1992 ), 148–60 .

13. John Webb and Michael Keene , “The Impact of Discourse Communi-

ties on International Professional Communication,” in Exploring the Rhetoric of International Professional Communication: An Agenda for Teachers and Researchers, ed. Carl R. Lovitt with Dixie Goswami (Amityville, NY: Baywood, 1999), 81–109 .

14. Christina Haas and Jeffrey L. Funk , “‘Shared Information’: Some

Observations of Communication in Japanese Technical Settings,” Tech- nical Communication 36, no. 4 ( November 1989): 365 .

15. Thomas Kochman , Black and White Styles in Conflict (Chicago: Uni- versity of Chicago Press , 1981 ), 44–45 .

16. Laray M. Barna, “Stumbling Blocks in Intercultural Communication,

in Intercultural Communication, ed. Larry A. Samovar and Richard E. Porter (Belmont, CA: Wadsworth , 1985), 331 .

17. Marjorie Fink Vargas , Louder than Words (Ames: Iowa State Univer- sity Press , 1986 ), 47 .

18. Michael Argyle , Bodily Communication (New York: International Uni- versity Press , 1975), 89 .

19. Jerrold J. Merchant, “Korean Interpersonal Patterns: Implications for

Korean/American Intercultural Communication,” Communication 9 (October 1980): 65 .

20. Ray L. Birdwhistell, Kinesics and Context: Essays on Body Motion Com- munication (Philadelphia: University of Philadelphia Press, 1970 ), 81 .

21. Paul Ekman , Wallace V. Friesen , and John Bear , “The International

Language of Gestures,” Psychology Today 18, no. 5 (May 1984): 64 . 22. Carmen Judith Nine-Curt , “Hispanic-Anglo Conflicts in Nonverbal

Communication,” in Perspectivas Pedagogicas, ed. I. Abin o et al. (San Juan: Universidad de Puerto Rico, 1983), 235 .

23. Baxter, 1970, reported in Marianne LaFrance, “Gender Gestures: Sex,

Sex-Role, and Nonverbal Communication, in Gender and Nonverbal Behavior, ed. Clara Mayo and Nancy M. Henley (New York: Springer- Verlag , 1981 ), 130 .

24. Nine-Curt, “Hispanic-Anglo Conflicts,” 238 .

25. Brenda Major , “Gender Patterns in Touching Behavior,” in Gender and Nonverbal Behavior, ed. Clara Mayo and Nancy M. Henley (New York: Springer-Verlag , 1981 ), 26 , 28 .

26. “Minor Memos,” The Wall Street Journal, February 12, 1988, 1 . 27. Natalie Porter and Florence Gies , “Women and Nonverbal Leader-

ship Cues: When Seeing Is Not Believing,” in Gender and Nonverbal Behavior, ed. Clara Mayo and Nancy M. Henley (New York: Springer- Verlag , 1981 ), 48–49 .

28. Robert C. Christopher, Second to None: American Companies in Japan (New York: Crown, 1986 ), 102–03 .

29. John Condon and Keisuke Kurata , In Search of What’s Japanese about Japan (Tokyo: Shufunotomo Company, 1974 ), 77 .

30. Lawrence B. Nadler , Marjorie Keeshan Nadler, and Benjamin J.

Broome, “Culture and the Management of Conflict Situations,” in

Communication, Culture, and Organizational Processes, ed. William B. Gudykunst, Lea P. Stewart, and Stella Ting-Toomey (Beverly Hills,

CA: Sage, 1985), 103 .

31. Argyle, Bodily Communication, 90 . 32. Mary Ritchie Key , Paralangauge and Kinesics (Metuchen, NJ: Scare-

crow, 1975 ), 23 .

33. Fred Hitzhusen , conversation with Kitty Locker, January 31, 1988.

34. Lisa Davis , “The Height Report: A Look at Stature and Status,” The Columbus Dispatch, January 19, 1988 , E1, New York Times Special Features.

35. Deborah Tannen , That’s Not What I Meant! (New York: William Morrow, 1986 ).

36. Karen Ritchie , “Marketing to Generation X,” American Demograph- ics, April 1995, 34–36 .

37. Thomas Kochman , Black and White Styles in Conflict (Chicago: Uni- versity of Chicago Press , 1981 ), 103 .

38. Daniel N. Maltz and Ruth A. Borker, “A Cultural Approach to

Male-Female Miscommunication,” in Language and Social Iden- tity, ed. John J. Gumperz (Cambridge: Cambridge University Press , 1982 ), 202 .

39. Vincent O’Neill , “Training the Multi-Cultural Manager,” Sixth Annual

EMU Conference on Languages and Communication for World Busi-

ness and the Professions, Ann Arbor, MI, May 7–9, 1987 .

40. Akihisa Kumayama , comment during discussion, Sixth Annual EMU

Conference on Languages and Communication for World Business

and the Professions, Ann Arbor, MI, May 7–9, 1987 .

41. Muriel Saville-Troike , “An Integrated Theory of Communication,”

in Perspectives on Silence, ed. Deborah Tannen and Muriel S aville- Troike (Norwood, NJ: Ablex, 1985), 10–11 .

42. Brenda Arbeláez , statement to Kitty Locker, December 12, 1996 .

43. Barbara Rose , “Baby Boomers, 20-Somethings Butting Heads at

Work,” Chicago Tribune, October 1, 2007, downloaded on October 30, 2007, at www.dispatch.com/live/content/business/stories/2007/10/01/

wrk_boomers_gen_y_1001.ART_ART_10-01-07_C14_JS81MD1.

html?sid = 101 . 44. Sharon Jayson , “Generation Y’s Goal? Wealth and Fame,” USA

Today, January 10, 2007, downloaded at www.usatoday.com/news/ nation/2007-01-09-gen-y-cover_x.htm ; and Jack Loeschner, “Half of

All Web Viewers Watching What the Other Half Has to Say.” September

11, 2007, downloaded at http://publications.mediapost.com/index.

cfm?fuseaction = Articles.showArticle&art_aid = 67126 . 45. Loeschner, “Half of All Web Viewers Watching What the Other Half

Has to Say.”

46. Rose, “Baby Boomers, 20-Somethings Butting Heads at Work.”

47. “Generation Y Biggest User of Libraries: Survey,” December 30,

2007 , downloaded at http://news.yahoo.com/s/nm/20071230/us_nm/

internet_libraries_dc .

48. Brad Edmondson , “What Do You Call a Dark-Skinned Person?”

American Demographics, October 1993, 9 .

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530 Endnotes

49. Lisa Tyler , “Communicating about People with Disabilities: Does the

Language We Use Make a Difference?” The Bulletin of the Association for Business Communication 53, no. 3 (September 1990): 65 .

50. Marilyn A. Dyrud, “An Exploration of Gender Bias in Computer Clip

Art,” Business Communication Quarterly 60, no. 4 (December 1997): 30–51 .

51. “Microsoft Apologizes for Changing Race in Photo,” August 26, 2009 ,

http://news.yahoo.com/s/ap/us_tec_microsoft_poland_picture .

Module 4

1. See especially Linda Flower and John R. Hayes, “The Cognition of

Discovery: Defining a Rhetorical Problem,” College Composition and Communication 31 (February 1980): 21–32; and the essays in two collections: Charles R. Cooper and Lee Odell, Research on Compos- ing: Points of Departure (Urbana, IL: National Council of Teachers of English, 1978), and Mike Rose, ed., When a Writer Can’t Write: Stud- ies in Writer’s Block and Other Composing-Process Problems (New York: Guilford Press , 1985 ).

2. Rebecca E. Burnett, “Content and Commas: How Attitudes Shape

a Communication-Across-the-Curriculum Program,” Association

for Business Communication Convention, Orlando, FL, November

1–4, 1995 .

3. Peter Elbow , Writing with Power: Techniques for Mastering the Writ- ing Process (New York: Oxford University Press , 1981 ), 15–20 .

4. See Gabriela Lusser Rico , Writing the Natural Way ( Los Angeles : J. P. Tarcher , 1983 ), 10 .

5. Rachel Spilka , “Orality and Literacy in the Workplace: Process- and

Text-Based Strategies for Multiple Audience Adaptation,” Journal of Business and Technical Communication 4, no. 1 (January 1990): 44–67 .

6. Fred Reynolds , “What Adult Work-World Writers Have Taught Me

About Adult Work-World Writing,” Professional Writing in Context: Lessons from Teaching and Consulting in Worlds of Work (Hillsdale, NJ: Lawrence Erlbaum Associates , 1995), 18–21 .

7. Raymond W. Beswick, “Communicating in the Automated Office,”

American Business Communication Association International Con-

vention, New Orleans, LA, October 20, 1982 .

8. Dianna Booher , Cutting Paperwork in the Corporate Culture (New York: Facts on File Publications, 1986), 23 .

9. Susan D. Kleimann, “The Complexity of Workplace Review,” Techni- cal Communication 38, no. 4 (1991): 520–26 .

10. This three-step process is modeled on the one suggested by Barbara L.

Shwom and Penny L. Hirsch, “Managing the Drafting Process: Creat-

ing a New Model for the Workplace,” The Bulletin of the Association for Business Communication 57, no. 2 (June 1994): 10 .

11. Glenn J. Broadhead and Richard C. Freed, The Variables of Composi- tion: Process and Product in a Business Setting, Conference on Col- lege Composition and Communication Studies in Writing and Rhetoric

(Carbondale, IL: Southern Illinois University Press , 1986), 57 .

12. Robert Boice , “Writing Blocks and Tacit Knowledge,” Journal of Higher Education 64, no. 1 (January/February 1993), 41–43 .

Module 5

1. Linda Reynolds , “The Legibility of Printed Scientific and Technical

Information,” Information Design, ed. Ronald Easterby and Harm Zwaga (New York: Wiley , 1984 ), 187–208 .

2. Once we know how to read English, the brain first looks to see whether

an array of letters follows the rules of spelling. If it does, the brain then

treats the array as a word (even if it isn’t one, such as tweal ). The shape is processed in individual letters only when the shape is not enough

to suggest meaning. Jerry E. Bishop, “Word Processing: Research on

Stroke Victims Yields Clues to the Brain’s Capacity to Create Lan-

guage,” The Wall Street Journal, October 12, 1993, A6 . 3. M. Gregory and E. C. Poulton , “Even Versus Uneven Right-Hand

Margins and the Rate of Comprehension of Reading,” Ergonomics 13 (1970): 427–34 .

4. Marilyn A. Dyrud, “An Exploration of Gender Bias in Computer Clip

Art,” Business Communication Quarterly 60, no. 4 (December 1997): 30–51 .

5. Mike Slocombe , “Design and Deliver!” Internet Magazine, January 15, 2004, downloaded from Infotrac at http://web7.infotrac.galegroup.

com ; Reid Goldsborough, “Substance, Not Style, Draws Hits,” Phila- delphia Enquirer, May 20, 2004, downloaded at www.philly.com ; Sean McManus, “Lost in Translation,” Internet Magazine, July 2004, downloaded from Infotrac at http://web7.infotrac.galegroup.com ;

Jakob Nielsen, “How Long Do Users Stay on Web Pages?” Septem-

ber 12, 2011, http://www.useit.com/alertbox/page-abandonment-time.

html; and Jakob Nielsen, “Website Response Times,” June 21, 2010,

http://www.useit.com/alertbox/response-times.html.

Module 7

1. Charles Burck , “Learning from a Master,” Fortune, December 27, 1993, 144; Kathy Casto, “Assumptions about Audience in Negative

Messages,” Association for Business Communication Midwest Con-

ference, Kansas City, MO, April 30–May 2, 1987; and John P. Wanous

and A. Colella, “Future Directions in Organizational Entry Research,”

Research in Personnel/Human Resource Management, ed. Kenneth Rowland and G.   Ferris (Greenwich, CT: JAI Press , 1990 ).

2. Annette N. Shelby and N. Lamar Reinsch , Jr. “Positive Emphasis and

You-Attitude: An Empirical Study,” Journal of Business Communica- tion 32, no. 4 (October 1995): 303–327 .

3. Alan Farnham , “Are You Smart Enough to Keep Your Job?” Fortune, January 15, 1996, 42 .

4. Mark A. Sherman, “Adjectival Negation and the Comprehension of

Multiple Negated Sentences,” Journal of Verbal Learning and Verbal Behavior 15 (1976): 143–57 .

5. Margaret Baker Graham and Carol David , “Power and Politeness:

Administrative Writing in an ‘Organized Anarchy,’ ” Journal of Busi- ness and Technical Communication 10.1 (January 1996): 5–27 .

6. John Hagge and Charles Kostelnick , “Linguistic Politeness in Profes-

sional Prose: A Discourse Analysis of Auditors’ Suggestion Letters,

with Implications for Business Communication Pedagogy,” Written Communication 6, no. 3 (July 1989): 312–39 .

7. Suzanne Hoholik , “Medical Apologies: Doctors Advised to Say

‘Sorry,’” The Columbus Dispatch, April 23, 2007, downloaded at www.dispatch.com/dispatch/content/local_news/stories/2007/04/23/

imsorry.ART_ART_04-23-07_A1_IH6FE4V.html .

Module 8

1. See Tove Helland Hammer and H. Peter Dachler , “A Test of Some

Assumptions Underlying the Path-Goal Model of Supervision: Some

Suggested Conceptual Modifications,” Organizational Behavior and Human Performance 14 (1975): 73 .

2. Edward E. Lawler, III, Motivation in Work Organizations (Monterey, CA: Brooks/Cole, 1973 ), 59. Lawler also notes a third obstacle: People

may settle for performance and rewards that are just OK. Offering

reader benefits, however, does nothing to affect this obstacle.

3. Abraham H. Maslow, Motivation and Personality (New York: Harper & Row , 1954 ).

4. Diane Cadrain , “Cash vs. Non-cash Rewards,” HRMagazine, April 2003, downloaded from Infotrac at http://web5.infotrac.galegroup.

com ; and Jennifer Gilbert, “Motivating Through the Ages,” Sales & Marketing Management, November 2003; downloaded from Infotrac at http://web5.infotrac.galegroup .

5. Rachel Emma Silverman , “Just Married, with Children: The Family-

moon,” The Wall Street Journal, May 21, 2003, D1, D4 . 6. John J. Weger reports Herzberg’s research in Motivating Supervisors

(New York: American Management Association , 1971 ), 53–54 .

7. Diane L. Coutu, “Human Resources: The Wages of Stress,” Harvard Business Review, November–December 1998, 21–24; and Charles Fishman, “Sanity, Inc.,” Fast Company, January 1999, 85–99 .

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Endnotes 531

7. John D. Hartigan, “Giving Kids Condoms Won’t Work,” The Wall Street Journal, December 19, 1990, A16 .

8. J. C. Mathes and Dwight W. Stevenson, Designing Technical Reports: Writing for Audiences in Organizations (Indianapolis: Bobbs-Merrill, 1979 ), 18–19 .

9. Daniel J. O’Keefe, Persuasion (Newbury Park, CA: Sage, 1990), 168;

Joanne Martin and Melanie E. Powers, “Truth or Corporate Propa-

ganda,” Organizational Symbolism, ed.  Louis R. Pondy, Thomas C. Dandridge, Gareth Morgan, and Peter J.   Frost (Greenwich, CT: JAI

Press 1983 ), 97–107; and Dean C. Kazoleas, “A Comparison of the

Persuasive Effectiveness of Qualitative versus Quantitative Evidence:

A Test of Explanatory Hypotheses,” Communication Quarterly 41, no. 1 (Winter 1993): 40–50 .

10. “Phoning Slow Payers Pays Off,” Inc., July 1996, 95 . 11. An earlier draft of this problem and analysis appeared in Francis W.

Weeks and Kitty O. Locker, Business Writing Problems and Cases (Champaign, IL: Stipes, 1984 ), 96–99 .

Module 13

1. Sara Kiesler , Jane Siegel , and Timothy W. McGuire , “Social Psycho-

logical Aspects of Computer-Mediated Communication,” American Psychologist 39, no. 10 (October 1984): 1129. People still find it easier to be negative in e-mail than on paper or in person; see John Affleck,

“You’ve Got Bad News,” Associated Press, June 19, 1999 .

2. Bettina A. Bair, “Teaching Technology,” e-mail to Kitty Locker,

October 22, 1999 .

3. John Morkes and Jakob Nielsen , “Concise, SCANNABLE, and Objec-

tive: How to Write for the Web,” 1997 , downloaded at www.useit.com/

alertbox/9710a.html .

4. Stephen Baker and Heather Green , “Blogs Will Change Your Busi-

ness,” BusinessWeek, May 2, 2005, downloaded at www.businessweek. com/magazine/content/05_18/b3931001_mz001.htm .

5. Jeff Wuorio , “Blogging for Business: 7 Tips for Getting Started,”

downloaded at www.microsoft.com/ small-business/resources/marketing/

online_marketing/blogging_for_business_7_tips_for_getting_started.

mspx , October 7, 2005 .

6. Ki Mae Heussner , “Woman Loses Benefits After Posting Facebook Pics,”

ABC News, November 23, 2009, http://abcnews.go.com/Technology/ AheadoftheCurve/woman-loses-insurance-benefits-facebook-pics/

story?id = 9154741&page = 1 . 7. Steven Kurutz , “Twitter 101: DePaul University’s Social Media Prof

Gives His Syllabus,” The Wall Street Journal, September 1, 2009, http://blogs.wsj.com/speakeasy/2009/09/01/twitter-101-depaul-

universitys-social-media-prof-gives-his-syllabus/ .

Module 15

1. Interoffice memo in a steel company.

2. Caleb Solomon , “Clearing the Air: EPA-Amoco Study of Refinery

Finds Pollution Rules Focusing on Wrong Part of It,” The Wall Street Journal, March 29, 1993, A6 .

3. Philip B. Crosby, Quality Is Free: The Art of Making Quality Certain (New York: New American Library, 1979 ), 79–84 .

4. News-Gazette, Champaign-Urbana, IL, January 16, 1979 , C- 8 . 5. Richard C. Anderson, “Concretization and Sentence Learning,” Jour-

nal of Educational Psychology 66, no. 2 (1974): 179–83 . 6. Based on Lynn Ashby, “7, 8, Facilitate,” Houston Post, February 17,

1978 .

7. Lindsay Tanner , “Products with Good Bacteria Get Popular,” December

10, 2007 , downloaded at http://news.yahoo.com/s/ap/20071210/ap_on_he_

me/diet_friendly_bacteria .

8. “Dried Plums Take Flight,” Silicon Valley/San Jose Business Journal, September 4, 2001, accessed September 20, 2005, at www.bizjournals

.com/sanjose/stories/2001/09/03/daily8.html .

9. Gretchen Glasscock , “My Favorite Bookmarks,” Fast Company, October 1999, 62 .

8. Susan Greco , “Hire the Best,” Inc., June 1999, 32–52 . 9. Kevin Leo , “Effective Copy and Graphics,” DADM/ DMEF Direct

Marketing Institute for Professors, Northbrook, IL, May 31–June 3,

1983 .

Module 10

1. Thomas L. Fernandez and Roger N. Conaway, “Writing Business

Letters II: Essential Elements Revisited,” 1999 Refereed Proceed- ings, Association for Business Communication Southwest Region, ed. Marsha L. Bayless, 65–68 .

2. In a study of 483 subject lines written by managers and MBA students,

Priscilla S. Rogers found that the average subject line was five words;

only 10% of the subject lines used 10 or more words ( “A Taxonomy

for Memorandum Subject Lines,” Journal of Business and Technical Communication 4, no. 2: [September 1990] 28–29 ).

3. Allison Overholt , “Power Up the People,” Fast Company, January 2003, 50 .

4. Deborah Tannen , That’s Not What I Meant: How Conversational Style Makes or Breaks Your Relations with Others (New York: Morrow, 1986 ), 108 .

5. An earlier version of this problem, the sample solutions, and the dis-

cussion appeared in Francis W. Weeks and Kitty O. Locker, Business Writing Cases and Problems, 1984 ed. (Champaign, IL: Stipes, 1984), 64–68 .

Module 11

1. Jack W. Brehm, A Theory of Psychological Reactance (New York: Academic Press , 1966 ).

2. Ilan Mochari , “The Talking Cure,” Inc., November 2001, 123 . 3. Kitty O. Locker, “Factors in Reader Responses to Negative Letters:

Experimental Evidence for Changing What We Teach,” The Journal of Business and Technical Communication 13, no. 1 (January 1999): 5–48 .

4. Frederick M. Jablin and Kathleen Krone, “Characteristics of Rejection

Letters and Their Effects on Job Applicants,” Written Communication 1, no. 4 (October 1984): 387–406 .

5. John D. Pettit, “An Analysis of the Effects of Various Message Presen-

tations on Communicatee Responses,” Ph.D. dissertation, Louisiana

State University, 1969; and Jack D. Eure, “Applicability of American

Written Business Communication Principles Across Cultural Boundar-

ies in Mexico,” The Journal of Business Communication 14 (1976): 51–63 .

6. Gabriella Stern , “Companies Discover That Some Firings Backfire into

Costly Defamation Suits,” The Wall Street Journal, May 5, 1993, B1 .

Module 12

1. For a discussion of sales and fund-raising letters, see Kitty O. Locker,

Business and Administrative Communication, 6th ed. (Burr Ridge, IL: Irwin/ McGraw-Hill , 2003), 252–82 .

2. James Suchan and Ron Dulek , “Toward a Better Understanding of

Reader Analysis,” The Journal of Business Communication 25, no. 2 (Spring 1988): 40 .

3. Frances Harrington , “Formulaic Patterns versus Pressures of Circum-

stances: A Rhetoric of Business Situations,” Conference on College

Composition and Communication, New Orleans, LA, March 17–19,

1986 .

4. Min-Sun Kim and Steven R. Wilson , “A Cross-Cultural Comparison of

Implicit Theories of Requesting,” Communication Monographs 61, no. 3 (September 1994): 210–35 .

5. Priscilla S. Rogers, “A Taxonomy for the Composition of Memoran-

dum Subject Lines: Facilitating Writer Choice in Managerial Con-

texts,” Journal of Business and Technical Communication 4, no. 2 (September 1990): 21–43 .

6. Karen Lowry Miller and David Woodruff , “The Man Who’s Selling

Japan on Jeeps,” BusinessWeek, July 19, 1993, 56–57 .

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532 Endnotes

8. Nancy Schullery and Beth Hoger , “Business Advocacy for Students

in Small Groups,” Association for Business Communication Annual

Convention, San Antonio, TX, November 9–11, 1998 .

9. Jeffrey A. Fadiman, “Intercultural Invisibility: Deciphering the ‘Sub-

liminal’ Marketing Message in Afro-Asian Commerce,” Sixth Annual

Conference on Languages and Communication for World Business

and the Professions, Ann Arbor, MI, May 8–9, 1987 .

10. Raymond L. Gordon, Living in Latin America (Skokie, IL: National Textbook, 1974 ), 41 .

11. Stephen P. Robbins, Decide and Conquer: Make Winning Decisions and Take Control of Your Life (Upper Saddle River, NJ: Financial Times Prentice Hall , 2004), 101–5 .

12. Philip R. Harris and Robert T. Moran, Managing Cultural Differences, 2nd ed. (Houston: Gulf, 1987 ), 78 .

13. Lisa Ede and Andrea Lunsford , Singular Texts/Plural Authors: Per- spectives on Collaborative Writing (Carbondale, IL: Southern Illinois Press, 1990 ), 60 .

14. Rebecca Burnett , “Characterizing Conflict in Collaborative Relation-

ships: The Nature of Decision-Making During Coauthoring,” Ph.D.

dissertation, Carnegie-Mellon University, Pittsburgh, PA, 1991 .

15. Kitty O. Locker, “What Makes a Collaborative Writing Team Success-

ful? A Case Study of Lawyers and Social Service Workers in a State

Agency,” in New Visions in Collaborative Writing, ed. Janis Forman (Portsmouth, NJ: Boynton, 1991), 37–52 .

16. Ede and Lunsford, 66 .

17. Meg Morgan , Nancy Allen , Teresa Moore , Dianne Atkinson , and Craig

Snow , “Collaborative Writing in the Classroom,” The Bulletin of the Association for Business Communication 50.3 (September 1987): 22 .

Module 19

1. How to Avoid Wasteful Work Meetings,” Wired, June 2012, http://www.

wired.co.uk/magazine/archive/2012/06/howto/avoid-wasteful-work-

meetings.

2. Cathy Olofson , “So Many Meetings, So Little Time,” Fast Company, January/February 2000, 48; and Fara Warner, “How Google Searches

Itself,” Fast Company, July 2002, 50 . 3. Andrea Williams , “The Rhetoric of Corporate Communications: A Case

Study of a Canadian Employee Communications Program in a Global

Financial Services Organiza tion,” Ph.D. dissertation, The Ohio State

University, 2002 , Chapter 5 .

4. Michael Schrage , “Meetings Don’t Have to Be Dull,” The Wall Street Journal, April 29, 1996, A12 .

5. Eric Matson , “The Seven Deadly Sins of Meetings,” Fast Company Handbook of the Business Revolution, 1997 , 29 .

6. Matson, 30 .

7. “There’s Something about Mary,” Fortune, October 25, 1999, 368 . 8. H. Lloyd Goodall , Jr., Small Group Communications in Organizations

(Dubuque, IA: William C. Brown, 1990 ), 39–40 .

9. Roger K. Mosvick and Robert B. Nelson, We’ve Got to Start Meeting Like This: A Guide to Successful Meeting Management, rev. ed. (India- napolis, IN: Park Avenue, 1996 ), 2nd ed., 177 .

10. Marc Ballon, “The New Girls’ Club,” Inc., March 1999, 88 . 11. Cynthia Crossen , “Spotting Value Takes Smarts, Not Sight, Laura

Sloate Shows,” The Wall Street Journal, December 10, 1987, A1, A14; and Joan E. Rigdon , “Managing Your Career,” The Wall Street Journal, December 1, 1993, B1 .

12. Gina Imperator, “‘You Have to Start Meeting Like This,” Fast Com- pany, April 1999, 204–10 .

Module 20

1. Carol Hymnowitz , “Unlike Politicians, Business Executives Seek

Profit, Not Votes,” The Wall Street Journal, August 17, 2004, down- loaded at http://online.wsj.com .

2. Dan Gillmor , “Putting on a Powerful Presentation,” Hemispheres, March 1996, 31 .

10. Mary Ellen Podmolik , “New Rule Raises Stakes for Minority Shop

Owners,” Advertising Age, February 28, 2000, 34; and Hersch Doby, “Changing the Rules,” Black Enterprise, April 2000, 23 .

Module 16

1. Robert L. Brown, Jr., and Carl G. Herndl, “An Ethnographic Study

of Corporate Writing: Job Status as Reflected in Written Text,” Func- tional Approaches to Writing: A Research Perspective, ed. Barbara Couture (Norwood, NJ: Ablex, 1986), 16–19, 22–23 .

2. Linda Flower , Problem-Solving Strategies for Writing (New York: Harcourt Brace Jovanovich, 1981 ), 39 .

3. Harris B. Savin and Ellen Perchonock, “Grammatical Structure and

the Immediate Recall of English Sentences,” Journal of Verbal Learn- ing and Verbal Behavior 4 (1965): 348–53; Pamela Layton and Adrian J. Simpson, “Deep Structure in Sentence Comprehension,” Journal of Verbal Learning and Verbal Behavior 14 (1975): 658–64 .

4. Arn Tibbetts , “Ten Rules for Writing Readably,” The Journal of Busi- ness Communication 18, no. 4 (Fall 1981): 55–59 .

5. Thomas N. Huckin, “A Cognitive Approach to Readability,” New Essays in Technical and Scientific Communication: Research, Theory, Practice, ed. Paul V. Anderson, R. John Brockmann , and Carolyn R. Miller (Farmingdale, NY: Baywood, 1983), 93–98 .

6. James Suchan and Ronald Dulek , “A Reassessment of Clarity in

Written Managerial Communications,” Management Communication Quarterly 4, no. 1 (August 1990): 93–97 .

Module 17

1. For a full account of the accident, see Andrew D. Wolvin and Caroline

Gwynn Coakely, Listening, 2nd ed. (Dubuque, IA: William C. Brown, 1985 ), 6 .

2. “Listen Up and Sell,” Selling Power, July/August 1999, 34 . 3. Thomas Gordon with Judith Gordon Sands , P.E.T. in Action (New

York: Wyden, 1976 ), 83 .

4. Molefi Asante and Alice Davis , “Black and White Communication:

Analyzing Work Place Encounters,” Journal of Black Studies 16, no. 1 (September 1985): 87–90 .

Module 18

1. For a fuller listing of roles in groups, see David W. Johnson and Frank P.

Johnson, Joining Together: Group Theory and Group Skills (Englewood Cliffs, NJ: Prentice Hall , 1975), 26–27 .

2. Beatrice Schultz , “Argumentativeness: Its Effect in Group Decision-

Making and Its Role in Leadership Perception,” Communication Quar- terly 30, no. 4 (Fall 1982): 374–75; Dennis S. Gouran and B. Aubrey Fisher , “The Functions of Human Communication in the Formation,

Maintenance, and Performance of Small Groups,” in Handbook of Rhetorical and Communication Theory, ed. Carroll C. Arnold and John Waite Bowers (Boston: Allyn and Bacon , 1984 ), 640 ; and Curt Bechler

and Scott D. Johnson, “Leadership and Listening: A Study of Member

Perceptions,” Small Group Research 26, no. 1 (February 1995): 77–85 . 3. John E. Tropman, Making Meetings Work, 2nd ed. (Thousand Oaks,

CA: Sage, 2003 ), 78, 121 .

4. Nance L. Harper and Lawrence R. Askling , “Group Communication

and Quality of Task Solution in a Media Production Organization,”

Communication Monographs 47, no. 2 (June 1980): 77–100 . 5. Rebecca E. Burnett, “Conflict in Collaborative Decision- Making,”

in Professional Communication: The Social Perspective, ed. Nancy Roundy Blyler and Charlotte Thralls (Newbury Park, CA: Sage, 1993),

144–62 .

6. Kimberly A. Freeman, “Attitudes Toward Work in Project Groups as

Predictors of Academic Performance,” Small Group Research 27, no. 2 (May 1996): 265–82 .

7. Tropman, Making Meetings Work, 28 .

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Endnotes 533

5. “Whirlpool: How to Listen to Consumers,” Fortune, January 11, 1993, 77 .

6. Peter Lynch with John Rothchild , One Up on Wall Street: How to Use What You Already Know to Make Money in the Market (New York: Simon and Schuster , 1989 ), 187 .

7. Patricia Sullivan , “Reporting Negative Research Results,” and Kitty O.

Locker to Pat Sullivan, June 8, 1990 .

Module 23

1. Michael L. Keene to Kitty Locker, May 17, 1988 .

2. Susan D. Kleimann, “The Need to Test Forms in the Real World,” Asso-

ciation for Business Communication Annual Convention, Orlando, FL,

November 1–4, 1995 .

Module 25

1. Gene Zelazny , Say It with Charts: The Executive’s Guide to Successful Presentations, 4th ed. (New York: McGraw-Hill , 2001 ), 52 .

2. Most of these guidelines are given by Zelazny, Say It With Charts: The Executive’s Guide to Successful Presentations.

3. W. S. Cleveland and R. McGill , “Graphical Perception: Theory, Exper-

iments, and Application to the Development of Graphic Methods,”

Journal of the American Statistical Association 79, no. 3 & 7 (1984): 531–53; cited in Jeffry K. Cochran, Sheri A. Albrecht, and Yvonne A.

Greene, “Guidelines for Evaluating Graphical Designs: A Framework

Based on Human Perception Skills,” Technical Communication 36, no. 1 (February 1989): 27 .

4. L. G. Thorell and W. J. Smith , Using Computer Color Effectively: An Illustrated Reference (Englewood Cliffs, NJ: Prentice Hall , 1990), 12–13; William Horton, “The Almost Universal Language: Graphics

for International Documents,” Technical Communication 40, no. 4 (1993): 687; and Thyra Rauch, “IBM Visual Interface Design,” The STC Usability PIC Newsletter, January 1996, 3 .

5. Thorell and Smith, p. 13 .

6. Ibid., pp. 49–51 , 214–15 .

7. Edward R. Tufte, The Visual Display of Quantitative Information (Cheshire, CT: Graphics Press , 1983), 113 .

8. Thophilus Addo , “The Effects of Dimensionality in Computer Graphics,”

Journal of Business Communication 31, no. 4 (October 1994): 253–65 . 9. Jerry Bowyer , “In Defense of the Unemployment Rate,” National

Review Online, March 5, 2004, www.nationalreview.com ; Mark Gongl-

off, “Payment Growth Disappoints,” CNN Money, December 5, 2003, http://money.cnn.com ; and Joint Economic Committee, “Charts: Econ-

omy,” downloaded at http://jec.senate.gov , August 27, 2004 .

10. Day Mines 1974 Annual Report, 1; reproduced in Tufte, 54 .

Module 26

1. Richard Bolles , “Here’s How to Pack Your Parachute,” Fast Company, September 1999, 242 .

2. Walter Kiechel III , “Preparing for Your Outplacement,” Fortune, November 30, 1992, 153 .

3. Carl Quintanilla , “Coming Back,” The Wall Street Journal, February 22, 1996, R10; Megan Malugani, “How to Re-Enter the Health-Care

Job Market,” The Columbus Dispatch, March 22, 2000, 13 . 4. LeAne Rutherford , “Five Fatal Résumé Mistakes,” BusinessWeek’s

Guide to Careers 4, no. 3 (Spring/Summer 1986): 60–62 . 5. Phil Elder , “The Trade Secrets of Employment Interviews,” Associa-

tion for Business Communication Midwest Convention, Kansas City,

MO, May 2, 1987 .

6. Anne Fisher , “Ask Annie,” Fortune, February 7, 2000, 210 .

Module 27

1. Timothy D. Schellhardt, “Managing: Pitfalls to Avoid in Drafting a

Resume,” The Wall Street Journal, November 28, 1990, B1; Elizabeth Brockman and Kelly Belanger, “A National Study of CPA Recruiters’

3. Carol Hymnowitz , “When You Tell the Boss, Plain Talk Counts,” The Wall Street Journal, June 16, 1989, B1 .

4. Linda Driskill , “How the Language of Presentations Can Encourage

or Discourage Audience Participation,” paper presented at the Confer-

ence on College Composition and Communication, Cincinnati, OH,

March 18–21, 1992 .

5. Tad Simons , “Multimedia or Bust?” Presentations, February 2000, 44, 49–50 .

6. Julie Terberg , “Before and After: Presentation Visuals Should Comple-

ment a Company’s Printed Materials,” Presentations, January 2003, downloaded from Infotrac at http://web4.infotrac.galegroup.com .

7. Stephen E. Lucas, The Art of Public Speaking, 2nd ed. (New York: Random House , 1986 ), 248 .

8. John Case , “A Company of Businesspeople,” Inc., April 1993,  90 . 9. Edward J. Hegarty, Humor and Eloquence in Public Speaking (West

Nyack, NY: Parker, 1976 ), 204 .

10. G. Michael Campbell, Bulletproof Presentations (Franklin Lakes, NJ: Career Press , 2003), 66–67 .

11. Robert S. Mills, conversation with Kitty O. Locker, March 10, 1988 .

12. Phil Theibert , “Speechwriters of the World, Get Lost!” The Wall Street Journal, August 2, 1993, A10 .

13. Patricia Fripp , “Want Your Audiences to Remember What You Say?

Learn the Importance of Clear Structure,” Fripp Articles, www.fripp.

com , downloaded September 1, 2004 .

14. Some studies have shown that previews and reviews increase com-

prehension; other studies have found no effect. For a summary of the

research see Kenneth D. Frandsen and Donald R. Clement, “The Func-

tions of Human Communication in Informing: Communicating and

Processing Information,” Handbook of Rhetorical and Communication Theory, ed.  Carroll C. Arnold and John Waite Bowers (Boston: Allyn and Bacon , 1984 ), 340–41 .

15. S. A. Beebe , “Eye Contact: A Nonverbal Determinant of Speaker

Credibility,” Speech Teacher 23 (1974): 21–25; cited in Marjorie Fink Vargas, Louder than Words (Ames, IA: Iowa State University Press , 1986), 61–62 .

16. J. Wills , “An Empirical Study of the Behavioral Characteristics of Sin-

cere and Insincere Speaker,” Ph.D. dissertation, University of Southern

California, 1961; cited in Marjorie Fink Vargas, Louder than Words (Ames, IA: Iowa State University Press , 1986), 62 .

Module 21

1. For a useful taxonomy of proposals, see Richard C. Freed and David

D. Roberts, “The Nature, Classification, and Generic Structure of Pro-

posals,” Journal of Technical Writing and Communication 19, no. 4 (1989): 317–51 .

2. Donna Kienzler , e-mail to Kitty Locker, November 5, 1998 .

3. Christine Peterson Barabas , Technical Writing in a Corporate Culture: A Study of the Nature of Information (Norwood, NJ: Ablex Publishing , 1990), 327 .

Module 22

1. Janice M. Lauer and J. William Asher , Composition Research: Empiri- cal Designs (New York: Oxford University Press , 1986 ), 66 .

2. Frederick F. Reichheld , “Learning from Customer Defects,” Harvard Business Review, March–April 1996, 56–69 .

3. Marketing Research Association, “CMOR Tracking System: Coopera-

tion, Refusal, and Response Rates,” Respondent Cooperation section

of Research Resources page, MRA web site, www.mra-net.org , down-

loaded August 18, 2004 .

4. Tracie Rozhon , “Networks Criticize Report on Male Viewers,” The New York Times, November 26, 2003, downloaded from Business & Company Resource Center, http://galenet.galegroup.com ; and

“Nielsen Explains Male TV Ratings,” Adweek, December 1, 2003, downloaded from Business & Company Resource Center, http://

galenet.galegroup.com .

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534 Endnotes

6. Richard C. Rose and Echo Montgomery Garrett, “Guerrilla Interview-

ing,” Inc., December, 1992, 145–47 . 7. Julie Amparano Lopez , “Firms Force Job Seekers to Jump through

Hoops,” The Wall Street Journal, October 6, 1993, B1 . 8. Sue Shellenbarger , “New Job Hunters Ask Recruiters, ‘Is There

Life After Work?” ’ The Wall Street Journal, January 29, 1996, B1; and Sue Shellenbarger, “What Job Candidates Really Want to

Know: Will I Have a Life?” The Wall Street Journal, November 17, 1999, B1 .

9. Donna Stine Kienzler , letter to Ann Granacki, April 6, 1988 .

10. Joel Bowman , “Using NLP to Improve Classroom Communication,”

Association for Business Communication Regional Conference, Lex-

ington, KY, April 9–11, 1992 .

Module 30

1. The Catalyst Staff, Marketing Yourself (New York: G. P. Putnam ’s Sons, 1980 ), 101 .

2. Claud Dotson , comment at the Association for Business Communica-

tion Western Regional Conference, Boise, ID, April 13, 1996 .

3. Kate Wendleton , Through the Brick Wall: How to Job-Hunt in a Tight Market (New York: Villard Books, 1992 ), 244 .

4. Carol A. Hacker, Job Hunting in the 21st Century: Exploding the Myths, Exploring the Realities (Boca Raton: St. Lucie Press, 1999 ), 154 .

5. Ray Robinson , quoted by Dick Friedman, “The Interview as Mating

Ritual,” Working Woman, April 1987, 107 . 6. Albert R. Karr, “Work Week,” The Wall Street Journal, November 16,

1999, A1 .

7. Bill Bischoff , “Deducting Job Hunting Expenses,” The Wall Street Journal, September 2, 2009, http://online.wsj.com/article/SB10001 424052970204731804574388880246070404.html .

Preferences for Résumé Length,” The Journal of Business Communi- cation, 38 (2001): 29–45 .

2. Beverly H. Nelson, William P. Gallé, and Donna W. Luse, “Electronic

Job Search and Placement,” Association for Business Communication

Convention, Orlando, FL, November 1–4, 1995 .

3. Rebecca Smith , Electronic Resumes & Online Networking: How to Use the Internet to Do a Better Job Search, Including a Complete, Up-to- Date Resource Guide (Franklin Lakes, NJ: Career Press , 1999), 191–96 .

4. Taunee Besson , The Wall Street Journal National Employment Busi- ness Weekly: Resumes (New York: John Wiley and Sons , 1994 ), 245 .

5. Carolyn Bigda, “Getting Your Resume to the Top of the List,” The Chicago Tribune, August 25, 2012, http://articles.chicagotribune.com/ 2012-08-25/classified/sc-cons-0823-started-20120825_1_job-search-

project-manager-key-words.

6. Anick Jesdanun , “Twist on Résumés: Some Job Seekers Hit ‘Record’

Button. Some Employers Leery of Video Applications,” The Columbus Dispatch, May 6, 2007, downloaded at www.dispatch.com/dispatch/ content/business/stories/2007/05/06/biz_of_life_jobs_video.ART_

ART_05-06-07_D3_F06ISRN.html .

Module 29

1. Thomas Petzinger , Jr., “Lewis Roland’s Knack for Finding Truckers

Keeps Firm Rolling,” The Wall Street Journal, December 1, 1995, B1 . 2. Bill Breen and Anna Muoio , “PeoplePalooza,” Fast Company, Novem-

ber 2000, 88 .

3. Rachel Emma Silverman , “Why Are You So Dressed Up? Do You

Have a Job Interview?” The Wall Street Journal, April 17, 2001, B1 . 4. Sherri Eng, “Company Culture Dictates Attire for Interviews,” The

Columbus Dispatch, August 25, 1996, 33J . 5. The Catalyst Staff, Marketing Yourself (New York: G. P. Putnam ’s

Sons, 1980 ), 179 .

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535

Credits

Photo Credits

Chapter 1 p. 4: © Getty Images; p. 10: Photo by Bob Day; p.11: The McGraw-Hill

Companies, Inc. Mark Dierker photographer; p. 13: Andrea A. Dixon/The

Connecticut Post/AP Photo.

Chapter 2 p. 20: © Jake Chessum; p. 22: Thomas Strand/Courtesy of TEC Interface

Systems; p. 29: Andrew H. Walker/Getty Images; p.31(top): Barbel Schmidt;

p.31(bottom): Paul Sakuma/AP Photo.

Chapter 3 p. 44: ChinaFotoPress/Getty Images; p. 48: SEYLLOU/AFP/Getty Images;

p. 49: Craig Ruttle/AP Photo; p. 50: © Ron Ceasar.

Chapter 4 p. 68: M. Spencer Green/AP Photo.

Chapter 6 p. 93: Houston Chronicle; p. 97: Normandy Madden/Advertising Age.

Chapter 7 p. 104: Kitty O. Locker by permission of Joseph-Beth Booksellers.

Chapter 8 p. 114: Courtesy Floyd Hurt of the Rousing Creativity Group; p. 119:

© Cristina Estadella; p. 120: Joseph Kaczmarek/AP Photo.

Chapter 9 p. 130: © Photodisc/PunchStock.

Chapter 10 p. 150: Siemens AG/Sharenet.

Chapter 12 p. 189: Courtesy of the Arab American Institute; p. 195: Gregg Goldman.

Chapter 13 p. 218: Patent(s) Pending & Copyright © Lumeta Corporation 2009–2010.

All Rights Reserved. LUMETA, LUMETA Logo, IPSONAR and the

IPSONAR logo are the trademarks and service marks of Lumeta Corpo-

ration; p. 228: © NetPhotos/Alamy; p. 230: © ICP-UK/incamerastock/

Alamy.

Chapter 15 p. 258: Courtesy of the California Dried Plum Board.

Chapter 16 p. 273: © Keith Major

Chapter 17 p. 291: © Edward McCain; p. 293: Zumaphotos/Newscom.

Chapter 18 p. 299: Courtesy Ford Motor Company.

Chapter 19 p. 314: © Brian Warling; p. 318: Elliot Haney/City Year.

Chapter 20 p. 327: Steve Azzara/Corbis.

p. 330: © The McGraw-Hill Companies, Inc./Mark Dierker, photographer

Chapter 22 p. 367: © Sian Kennedy.

Chapter 23 p. 381: © Karen Moskowitz.

Chapter 24 p. 411: Photo courtesy Mike Watiker, Courtesy of MedFlight of Ohio.

Chapter 26 p. 440: © Robert Burroughs.

Chapter 27 p. 464: Bob Daemmrich/The Image Works

Chapter 28 p. 480: Courtesy Burkewood Communications.

Chapter 29 p. 492(left): Image Source/Getty Images; p. 492(center): Brand New

Images/Getty Images; p. 492(right): Rubberball/Getty Images.

Chapter 30 p. 510: Keith Srakocic/AP Photo.

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Confirming pages

Index

A

Abad-Santos, Alexander, 332

Abbreviations

Latin-based, 264

Postal Service, 135

ABI/Inform Thesaurus, 360 Abino, I., 529

Abrashoff, D. Michael, 293

Abusive supervisors, 300

accede/exceed, 261 accept/except, 261 access/excess, 262 Accurate words, 256

Active listening, 291, 292. See also Listening

Active verbs, 274–275

Active voice, 86–87

Addo, Theophilus, 533

Ademola, Esther, 331

adept/adopt, 262 Adjectives, use of, 448

Adjustments, 151–152

Adult literacy, 6

Adverbs, use of, 448

Advertisements, offensive, 52

Advertising Council, 189

advice/advise, 262 affect/effect, 262 Affleck, John, 531

affluent/effluent, 262 Agenda

elements of, 314–316

standard, 316–317, 319

Agreement

noun–pronoun, 235, 240

subject–verb, 141–142, 239–240

Akil, Bakari, 335

Albers, Susan, 146

Albrecht, Sheri A., 533

Alcorn, Chauncey, 224

Allen, Nancy, 532

Allstate, 313

a lot/allot, 262 Alter, Alexandra, 62

Amabile, Teresa, 105

American Psychological Association

(APA), 370

America’s Job Bank, 440

amount/number, 262 Analytical reports, 343

Andersen, Charlotte, 258

Andersen Consulting, 28

Anderson, Gary, 421

Anderson, Paul V., 532

Anderson, Petra, 165

Anderson, Richard C., 531

Andriotis, Annamaria, 384

Anecdotes, 330–331

Angel, David, 326

Annual reports, 343

Ansberry, Clare, 529

Anxiety, public speaking, 334–335

APA style, 370, 372–373

Apollo 13, 298

Apologies, 107–108

Apostrophes, 100, 111, 122, 245–247

Apple Computer, 11

Appropriate words, 256

Arbeláez, Brenda, 529

Arends, Brett, 369

are/our, 262 Argyle, Michael, 529

Ariely, Dan, 118

Arndt, Michael, 529

Arnold, Carroll C., 532, 533

Arnst, Cathy, 136

Asante, Molefi, 532

Aschauer, Mary Ann, 528

Ashby, Lynn, 531

Asher, J. William, 533

Askling, Lawrence R., 532

Assumptions, 290

assure/ensure/insure, 262 Atkinson, Dianne, 532

Attention, listening and, 289

Attire, job interview, 493

attributed/contributed, 262 Audience. See also Reader benefits

adapting message to, 327–328

benefits to, 12, 22, 114–115, 119

communication channels to reach, 31–32

communication process and, 23–24

external, 7

gatekeepers and, 21

identification of, 20–21

information needs to analyze, 24–28

initial, 21

internal, 7

needs of, 20, 30

need to understand, 19

for oral presentations, 326–328

PAIBOC questions and, 22–23

primary, 20

secondary, 20–21

strategies to reach, 29–30

talking to your, 62–63

vested interest of, 193

watchdog, 21

you-attitude and, 91–94

Audit reports, 343

Autocorrect, 80

Average, 369, 370

B

Baby Boomers, 46, 48, 49, 51, 53

Background section, for reports, 411–412

Bacon, Terry, 172

Bacsik, Mike, 228

Badre, Albert N., 79

Bailey, Holly, 257

Bailey, Marissa, 52

Bair, Bettina A., 531

Baker, Stephen, 531

Baldrige National Quality Program, 92

Barabas, Christine Peterson, 533

Bar charts, 418–421

Barna, Laray M., 529

Barrack, Tom, 136

Barron, James, 42

Bassett, Laura, 77

Bayless, Marsha L., 531

Bear, John, 529

Beason, Larry, 239

Bechler, Curt, 532

Beebe, S. A., 533

Begeman, Michael, 319

Behavioral job interviews, 498, 502, 503

Beilock, Sian, 335

Belanger, Kelly, 533

Beliefs, cultural diversity and, 41

Belvedere, 52

Benefits. See also Reader benefits to audience, 12, 22, 114–115, 119

details for, 115–117

extrinsic, 117–119

intrinsic, 117–119, 150

Besson, Taunee, 534

Best Buy, 315

Beswick, Raymond W., 530

between/among, 263

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Confirming pages

538 Index

City Year, 318

Clark, Brian, 203

Clarke, Robyn D., 528

Class research projects, 346–351

Clearview, 77

Clement, Donald R., 533

Cleveland, W. S., 533

Clifford, Mark, 529

Closed body positions, 42

Closed questions, 364–366

Closings

job interview, 495

oral presentation, 330–332

Closure reports, 378

Cloud technology, 127

Clustering, 62, 63

Coakely, Caroline Gwynn, 532

Coca-Cola, 259

Cochran, Jeffrey K., 533

Cole, Johnnetta B., 273

Colella, A., 530

Collaborative writing, 306–308

Collection letters, 199–200

College Board’s National Commission on

Writing, 5

College majors, 5–6

Collins, Jim, 299

Collins, Robert, 492

Collins, Scott, 422

Colon, 247

Color

cultural variations in associations with, 44, 45

for presentation slides, 79

in visuals, 421–422

Commas

in lists, 285–286

use of, 245, 247–248

Comma splices, 36–37, 243–245

Common ground, 198

Communication. See also Business communication; Cross-cultural communication

audience and, 6, 7, 23–24 (See also Audience) cost of written, 8–9

effectiveness of, 9

generational differences in, 49, 51

importance of, 3–5

interpersonal, 8, 297

nonverbal, 4, 41–42

purpose of, 6–8

verbal, 4

Communication channels, 31, 32

Comparison/contrast organization, 382

Complaints, responses to, 151–152

complement/compliment, 263 Complete sentence, 278

Complex sentences, 278

Complimentary closes, 127

Compliments, 47

compose/comprise, 263 Conaway, Roger N., 531

Concise writing, 390–391

Concluding paragraphs, in short reports, 378

Condon, John, 529

Confirmations, 151

Conflict, in groups, 302, 303

creativity and, 11

culture and, 40–48

nature of, 5–6

purpose of, 6, 12, 22

situations for, 10, 12–13

Businessese, 261, 262

Business jargon, 261, 262

Business plans, 345–347

Buy-in, 30

Buying time, 305

Bypassing, 257, 260

C

Cable, Daniel, 169

Cadrain, Diane, 530

Cage, Sam, 118

Cain, Susan, 302

Cameron, David, 257

Campbell, G. Michael, 533

Campbell, Tom, 29

Canella, Patrick, 336

Capell, Perri, 464

Capelli, Paul, 493

Capitalization, 75, 76

Caprino, Kathy, 326

Careers. See Job search Carell, Steve, 332

Carnegie Speech, 3

Carrasquillo, Adrian, 230

Cartoon Network, 11

Carvin, Andy, 362

Case, 241

Case, John, 533

Caspers, Carl, 22

Casselman, Cindy, 119

Castillo, Shannon, 106

Castro, Kathy, 530

Causation, 370

Cell phones, 230

Central Connecticut State University, 9

Central Intelligence Agency, 43

Chan, Sewell, 26

Channel overload, 24

Channels, 23. See also Communication channels Chapman, Dan, 44

Charts, 418–421

Chase, Chris, 275

Chatman, Jennifer, 28

Checking account documents, 74

Chen, Brian X., 368

Cheng, Wanla, 50

Chessum, Jake, 20

Chideya, Farai, 529

Choppy writing, 390

Christopher, Robert C., 529

Chronological organization

explanation of, 333, 385

in progress reports, 354, 355

in reports, 378, 385

in résumés, 452–453, 455, 457

Chronological progress reports, 354, 355

Chronological résumés, 452–453, 455, 457. See also Résumés

Citation, 370

cite/sight/site, 263

Bias-free language

explanation of, 51

guidelines for, 51–54

Bilingual Canada, 39

Birdwhistell, Ray L., 42, 529

Bischoff, Bill, 534

Bishop, Jerry E., 530

Bissonnette, Zac, 6

Bjerke, Joshua, 495

Blake, Beth, 119

Blanchard, Ken, 27

Blind copies, 132

Block format, for letters, 127, 128, 133

Blocking responses, 292, 300

Blogging, 227–228

Blueprints, 386–387

Blumenstyk, Goldie, 394

Blyler, Nancy Roundy, 532

Body language, 42

Body movements, 42

Boice, Robert, 69, 530

Boilerplate, 67, 69

Bold headings, 80

Bolles, Richard, 441, 533

Booher, Dianna, 66, 528, 530

Boolean search, 360

Borker, Ruth A., 46, 529

Boulton, Clint, 78

Bowers, John Waite, 532, 533

Bowyer, Jerry, 423, 533

Brackets, 250, 373

Bradley, Helen, 263

Brady, Diane, 136

Brainstorming, 62, 113

Branching questions, 366

Breen, Bill, 534

Bregman, Peter, 172

Brehm, Jack W., 169, 531

Briggs, Isabel, 528

British Petroleum (BP), 422

Britt, Robert Roy, 8

Broadhead, Glenn J., 530

Broccoli, Albert R., 353

Brockman, Elizabeth, 533

Brockmann, John, 532

Brooks, Chad, 177, 511

Broome, Benjamin J., 529

Brown, Robert L., Jr., 532

Brown, Vincent J., 528

Bruder, Jessica, 11

Bruno, Tony, 228

Bryner, Jeanna, 102, 116, 300

Budget proposals, 352–353

Buffers, 172–174

Bullets, 80

Bullying, 188

Burck, Charles, 530

Burgarelli, Anthony, 307

Burling, Stacy, 168

Burnett, Rebecca E., 306, 530, 532

Burson-Marsteller, 166

Bush, George W., 257

Business communication. See also Communication

audience for, 6, 12

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Confirming pages

Index 539

capitalization and, 75, 76

computer use for, 80

creating professional image with, 130

effective, 73

evaluation of, 79–80

fonts and, 75, 77

headings and, 74–75

margins and, 77–78

planning for, 80–81

presentation slides and, 78, 79

revision of, 76

visuals and, 419–420

web pages and, 78–79

white space and, 74

Dod, Glenna, 42

do/due, 263 Dot planning, 317–319

Dotson, Claud, 534

Drafts

function of, 67, 307

visuals in, 417

Dress for Success (Molloy), 45 Dreyfuss, Joel, 529

Driskill, Linda, 528, 533

Duckworth, Tammy, 108

Duick, Amber, 224

Duke, Mike, 136

Dulek, Ronald, 188, 531, 532

Dunn, Ryan, 282

Dworkin-McDaniel, Norine, 43

Dykes, Brett Michael, 29, 422

Dyrud, Marilyn A., 54, 530

E

Early letters, 199–200

Easterby, Ronald, 530

Economy, state of U.S., 2–3

Ede, Lisa, 306, 532

Edelman, Benjamin, 266

Editing

explanation of, 64, 66

of group documents, 307

Edmondson, Brad, 529

Edmondson, Gail, 529

Eggers, Kelly, 494

Einhorn, Lois J., 497

Eisner, Michael, 5

Ekman, Paul, 529

Elance, 443

Elashmawi, Farid, 41, 46, 48

Elbow, Peter, 530

Elder, Phil, 445, 533

Electronic research, 361. See also Research elicit/illicit, 263 Elimination of alternatives organization,

382–383

Ellipses, 250

Elsbach, Kimberly, 169

E-mail job application letters, 485–486

E-mail messages

attachments to, 221, 226

cautions regarding, 67

format for, 219–220

guidelines for, 218

management of, 225

Cuomo, Andrew, 168

Cycle/cycling process, 8

Cycling, 66

D

Dachler, H. Peter, 530

Dahl, Darren, 441

Dahlberg, Nancy, 307

Dana, Rebecca, 266

Dandridge, Thomas C., 531

Dangling modifiers, 163, 242

Darwin, Charles, 266

Dash, 248, 323

Dates, 251, 472

David, Carol, 530

Davis, Alice, 532

Davis, Kenneth C., 60

Davis, Lisa, 529

Davis, Todd, 204

Decision making. See also Problem-solving messages

in meetings, 316–318

styles of, 314

Decode, 23

Defensive body positions, 42

de Lange, Catherine, 366

Dell, Inc., 168

Deloitte Consulting, 49

Delta Air Lines, 44

Demographic data

explanation of, 25–26

for U.S and Canadian population, 39

Denham, Thomas J., 317

Denotation, 257, 260

Dependent clauses, 243

describe/prescribe, 263 Design. See Document design Details

choice of, 30, 448

in paragraphs, 414

on résumés, 457

Deutschman, Alan, 11

Deviation bar charts, 421

Dictionary use, 506

Digital Equipment, 188

Dillon, Sam, 5

Dimon, Jamie, 327

Directed subject line, 190

Direct requests

checklist for, 207

example of, 192

explanation of, 189–190

method to write, 191

Direct response strategy, 188

Disciplinary notices, 175

Discourse community, 28

discreet/discrete, 263 Discrimination, nature of, 50

Diversity. See Cultural diversity Dizik, Alina, 260

Doby, Hersch, 532

Doctoroff, Tom, 259

Documentation, source, 370–373, 375–376

Document design

of business communication, 6, 30

Conflict resolution

empathy and, 97

steps in, 302–304

you-attitude in, 305

confuse/complicate/exacerbate, 263 Congratulatory notes, 152

Connelly, Phoebe, 145

Connotation, 257–258, 260

Consulting reports, 21

Context, of business communication, 13, 23

Contractions, 100

Convenience sample, 367, 369

Conversational style, 45

Cooper, Charles R., 530

Coordination, 298

Corporate culture. See Organizational culture Correlation, 370

Courtesy titles, 132, 136

Coutu, Diane L., 530

Cowen, Robert, 314

Cox, Taylor H., Jr., 529

Coyle, Jake, 97

Creativity, 11

Credibility, 196

Credit rejection, 64

Critical thinking, 259

Criticism

delivery of, 312

responding to, 304–305

Crockett, Roger O., 50

Crosby, Philip B., 531

Cross-cultural communication. See also Communication; Cultural diversity

bias-free language and, 51–54

body language and, 42–43

nonverbal communication and, 41–42

oral communication and, 45–48

personal space and, 43–44

sensitivity and, 48

time and, 44–45

Crossen, Cynthia, 532

Crowley, P. J., 28

Cullison, Alan, 307

Cultural diversity. See also Cross-cultural communication

bias-free language and, 51–54

body language and, 42–43

colors and, 421–422

conflict and, 302–303

developing sensitivity to, 48

Internet use and, 361

nonverbal communication and, 41–42

oral communication and, 45–48

personal space and, 43–44

persuasion and, 189

television programming and, 53

time and, 44–45

values and beliefs and, 41

in workplace, 38–39, 49–51

Culture. See also Organizational culture business communication and, 40–48

explanation of, 40

high-context, 40, 41

low-context, 40, 41

monochronic, 45, 47

polychronic, 45, 47

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Confirming pages

540 Index

George, Amiso M., 528

Gerdes, Michelle, 335

Gerunds, 277, 457

Geryk, Bruce, 417

Gestures

explanation of, 42–43

for oral presentations, 335

GfK Custom Research, 177

Gies, Florence, 529

Gilbert, Alan, 230

Gillmor, Dan, 532

Glasscock, Gretchen, 531

Glink, Illyce R., 62

Globalization

communication and, 4

diversity and, 39, 40

labor pool and, 438

Gneezy, Avelet, 113

Goldman Sachs, 94

Goldsborough, Reid, 530

Goleman, Daniel, 97

Gongloff, Mark, 533

Gonzalez, Fernando, 291

Gonzalez-Gann, Elizabeth, 291

Goodall, H. Lloyd, Jr., 532

Goodman, Cindy Krischer, 461

Goodman, J. David, 240

good/well, 264 Goodwill, 8, 9

Goodwill endings, 146, 154

Goodwill presentations, 326, 328

Goodwin, Liz, 366

Google, 166, 317

Google Docs, 127

Google Drive, 127

Gordon, Raymond L., 532

Gordon, Thomas, 291, 532

Gouran, Dennis S., 532

Grabmeier, Jeff, 189

Graham, Margaret Baker, 530

Graham, Shawn, 306

Grammar. See also Punctuation comma splices, 36–37, 243–245

dangling modifier, 163, 242

expert disagreement on, 255

fused sentences, 244

gerunds, 277

infinitives, 277

misplaced modifier, 242

noun-pronoun agreement, 235, 240

parallel structure, 186, 242, 280

professional image and, 239

run-on sentences, 244, 269–270

sentence errors, 243–246

split infinitives, 239

subject–verb agreement, 141–142

Grammar checkers, 65–66, 72, 263

Granacki, Ann, 534

Grapevine, 8

Graphs. See Visuals Graves, Jada, 439

Greco, Susan, 531

Green, Cheryl, 50

Green, Heather, 531

Green, Whitlowe R., 93

Firings, 174, 175

Fisher, Anne, 50, 440, 528, 533

Fisher, B. Aubrey, 532

Fishman, Charles, 530

Fitzgerald, Mark, 291

Fixed fonts, 75

Flaming, 224

Flanigan, James, 259

Fleming, John, 25

Florida Atlantic University, 307

Flower, Linda, 530, 532

Flynn, James, 51

Foley, Ryan J., 23

Follow-up letters and calls, 507–509, 511

Fonts, 75, 77

Ford Motor Company, 68

Formality, level of, 30, 339

Formalization, 298

Formal reports, 343

Forman, Janis, 532

Format

block, 127, 128, 133

for e-mail messages, 219–220

explanation of, 126

for letters, 127–137

for long reports, 126, 410

for memos, 137–140

modified block, 127, 129, 131, 134

proofreading for, 472

for short reports, 126

Formation, 298

Form letters, 67, 69

forward/foreword, 264 Foss, Jenny, 508

Frames, 227

Frandsen, Kenneth D., 533

Freed, Richard C., 345, 530, 533

Freed, Shervin, 345

Freeman, Kimberly A., 532

Freewriting, 62

Fried, Jason, 502

Friends, 229

Friesen, Wallace V., 529

Fripp, Patricia, 533

Frost, Peter J., 531

Full justification of margins, 77

Functional organization, 384

Funding proposals, 352

Funk, Jeffrey L., 529

Fused sentences, 244

FYI, 150

G

Gallé, William P., 534

Garlinghouse, Brad, 137

Garrett, Echo Montgomery, 534

Gatekeepers, 21

Gee, Gordon, 327

General Electric Capital, 39

Generalizations, 198

General Motors, 378

General to particular organization, 383

Generation X, 46, 51

Generation y, 49

Geographic organization, 383–384

E-mail messages—cont. negative, 222–224

“netiquette” for, 226

networking through, 317

persuasive, 224–225

planning guide for, 64

positive and informative, 221–223

résumés in, 468

subject line for, 220, 222–223

writing style for, 226–227

eminent/immanent/imminent, 264 Emotional appeal, 196–197

Emotional intelligence (EQ), 97

Empathy, 24, 97

Emphasis. See Positive emphasis Employee termination, 174, 175

Enclosures, 132

Encoding, 23

Eng, Sherri, 534

Engardio, Pete, 529

Engelhart, Katie, 421

Ensign, Rachel Louise, 440

Enthusiasm, 510

Erickson, Christine, 227

Ernst & Young, 352

Essential clauses, 248

Ethical issues

in use of positive emphasis, 106

in use of visuals, 422–423

Eure, Jack D., 531

Exaggeration, 46

Excluding alternatives organization, 333

Executive summary, for reports, 410–411

Expectancy theory, 113

External audience, 7

Extrinsic benefits, 117–119

Extroversion–introversion, 26

Eye contact, 42, 335

F

Facebook, 49, 166, 199, 229, 305, 317,

367, 378

Fadiman, Jeffrey A., 532

Fairchild, Caroline, 382

Familiar words, 256, 258

Fans, 229

Farnham, Alan, 530

Faw, Larissa, 49

Faxes, 230

Fear, of public speaking, 334–335

Feasibility reports, 343, 378

Federal Emergency Management Agency

(FEMA), 23, 106

Feedback

checklist for, 67

function of, 66–67

revision after, 68

Feller, Ben, 119

Fernandez, Thomas L., 531

Ferrari, Bernie, 292

Ferrazzi, Keith, 317

Ferris, G., 530

fewer/less, 264 Figures, 420

Fiorina, Carly, 29

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Confirming pages

Index 541

example of, 379–380

explanation of, 343, 378

-ing, 277 Initial audience, 21

Intel, 314

Internal audience, 7

Internet. See also E-mail messages blogging and, 227–228

evaluating information on, 368

job search and, 440–442

networking and, 317

reports on, 409

social media and, 151, 227–230, 305

technologies that use, 230–231

use of, 361

videoconferencing, 231, 313

writing strategies for, 226–227

Interpersonal communication, 8, 297

Interpersonal leaders, 300, 302

Interpersonal messages, 298

Interviews

function of, 363

informational, 441–444

job, 491–503 (See also Job interviews) referral, 443

Intonation, 333

Intrinsic benefits, 117–119, 150

Introductions, for reports, 411

Introductory paragraphs, in short

reports, 378

Isidore, Chris, 108

Italics, 250–251

Itlaaie, Hillel, 528

it’s/its, 100, 264

J

Jablin, Frederick M., 531

James, Geoffrey, 352

James, Susan Donaldson, 188

Jameson, Beverly, 290

Jameson, Daphne A., 7

Jansing, Chris, 25

Jargon, 260–262, 448

Jasper, Jesse, 32

Jayson, Sharon, 529

Jesdanun, Anick, 534

Job application letters. See also Résumés checklist for, 487

e-mail, 485–486

length of, 483

prospecting, 476, 478–481

purpose of, 474–475, 481

solicited, 476–478, 480, 484

targeting specific company in, 482

time planning for, 475

T-letters, 482–484

tone in, 483, 485

Job benefits, 501

jobhuntersbible.com, 441

Job interviews

attire for, 493

behavioral, 498, 502, 503

body of, 495

close of, 495

getting to, 494

Hill, Kashmir, 175, 463

Hirsch, Penny L., 530

Histograms, 421

History section, for reports, 411–412

Hitzhusen, Fred, 529

Ho, Erica, 226

Hodson, Gordon, 93

Hoger, Beth, 532

Hogg, Sam, 345

Hoholik, Suzanne, 530

Hojda, Vanessa, 450

Holzer, Harold, 247

Horvitz, Eric, 360

Hosking, Robert, 476

Hot button issues, 352

Howe, Neil, 48, 49

Huckin, Thomas N., 532

Hudson, John, 282

Humor, 331, 332, 334

Humphrey, Brad, 5, 528

Hurricane Katrina, 106

Husted, Bill, 218

Hymowitz, Carol, 532

Hyperlinks, 227

Hyphens, 248, 323

I

I, 489–490 IBM, 11

Idioms, 58, 258, 260

i.e./e.g., 264 Illustrations, 54. See also Visuals I/me, 513–514 Imperator, Gina, 532

Impersonal constructions, 93, 94

imply/infer, 264 Indirect requests, 191

Individuals with disabilities, 53–54

Inferences, 305

Infinitives, 277

Informal reports, 343, 378

Information

analysis of, 394

business communication as, 6, 12

role of giving, 8

strategies to organize, 381–385 (See also Organizational patterns)

Informational interviews, 441–444

Informational leaders, 300, 302

Informational messages, 298

Information Mapping, 74

Information overload, 24

Informative messages

checklist for, 156

e-mail, 221–223

explanation of, 143

method to produce, 152–156

organization of, 145–146

reader benefits in, 148–150

subject line for, 144–145

types of, 144, 150–152

Informative presentations

examples of slides for, 329

function of, 326, 328

Informative reports

Greene, Robert, 22

Greene, Yvonne A., 533

Greenfield, Jeremy, 528

Gregory, M., 530

Grimm, Matthew, 11

Gross, Samantha, 469

Grouped bar charts, 421

Group presentations, 337

Groups. See also Meetings analyzing members of, 24–27

characteristics of successful, 300–301

collaborative writing in, 306–308

conflict in, 302–305

cultural diversity and, 302–303

developmental stages of, 298

ground rules for, 298

groupthink in, 301–302

leadership in, 300–302

networking in, 317

roles in, 298–299, 301

setting priorities in, 317, 318

Groupthink, 301–302

Gumbinner, Paul S., 152

Gumperz, John J., 529

H

Haas, Christina, 529

Hacker, Carol A., 534

Hagge, John, 108, 530

Hall, Edward T., 45

Hammer, Tove Helland, 530

Happiness, 102, 104

Harish, Alon, 370

Harper, Nance L., 532

Harrington, Frances, 531

Harris, Philip R., 41, 46, 48, 532

Hart, Ariel, 44

Hartigan, John D., 531

Hartman, Rachel Rose, 108, 193

Harty, Martin, 108

Harvard College, 175

Hayes, John R., 530

Hayward, Tony, 108

Headers, 80

Headings

bold, 80

explanation of, 74–75, 435

for letters, 130–131

parallel, 388

for reports, 387–388

talking, 388, 435

topic, 387

Hearing, 289

Hegarty, Edward J., 533

Helm, Burt, 197

Helman, Christopher, 343

Henley, Nancy M., 529

Herndl, Carl G., 532

Herzberg, Frederick, 117–118

Hess, Pamela, 106

Heussner, Ki Mae, 531

Hidden job market, 443, 445

Hidden negatives, 103

Hierarchy of needs (Maslow), 113–114

High-context cultures, 40, 41

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Confirming pages

542 Index

Lenio, Lynze Wardle, 171

Leo, Kevin, 531

Letterhead, 129–130

Letter (memo) of transmittal, 409

Letters

collection, 199–200

design of, 80

explanation of, 126

following job interviews, 507–509, 511

form, 67, 69

format for, 127–137

improving you-attitude in, 95, 96

job application, 474–487 (See also Job application letters)

organizational patterns for, 63

prospecting, 476, 478–481

punctuation in, 127

of recommendation, 202–203

solicited, 476–478, 480

lie/lay, 264 Limited agreement, 305

Limited Run, 367

Lin, Jeremy, 275

Lincoln, Abraham, 247

Lindo, Megan, 40

Line graphs, 418, 421

Lingle, Mike, 328

LinkedIn, 229, 317, 499, 508

Listening

active, 291, 292

disagreement and, 292–293

function of, 288–289

in groups, 300

importance of, 8

leading by, 293

responses to, 292

strategies for, 289–291

List of illustrations, for reports, 410

Lists, commas in, 285–286

Listservs, 317

Literacy, adult, 6

Lobel, Sharon Alisa, 529

Locke, Gary, 418

Locker, Kitty O., 529, 531–533

Lockhart, Jhaneel, 154

Loeffer, William, 248

Logos, 421, 424

Lohr, Steven, 529

Loneliness, 305

Long reports. See also Reports background or history for, 411–412

components of, 394–408

conclusions and recommendations

on, 412

elements of, 382–383

example of, 395–408

executive summary for, 410–411

format for, 126, 410

introduction for, 411

letter or memo of transmittal for, 409

list of illustrations for, 410

style for, 410

table of contents for, 409

time allocation for, 393–394

title page for, 409

titles for, 411

Kirkland, Jennifer M., 204

Kleimann, Susan, 377, 530, 533

Klein, Karen Huff, 188

Kleinmann, Susan D., 66

Knowledge, 25

Kochman, Thomas, 46, 529

Koen, Deb, 501

Kolodny, Lora, 345

Kopelman, Josh, 144

Kopytoff, Verne G., 227

Korn, Melissa, 346

Kostelnick, Charles, 108, 530

Kotter, John, 30

Koudsi, Suzanne, 501

Kozuh, Alissa, 381

Kramer, Steven, 105

Kratts, Aimee, 321

Kripalani, Manjeet, 529

Krone, Kathleen, 531

Krotz, Joanna, 202, 230, 231

Krumboltz, Mike, 336

Kumayama, Akihisa, 529

Kuneva, Gergana, 42

Kurata, Keisuke, 529

Kurutz, Steven, 531

Kuzak, Derrick, 68

Kwoh, Leslie, 450

L

LaBier, Douglas, 300

Lach, Jennifer, 528

Lahart, Justin, 442

Lamb, Gregory M., 107

Language

bias-free, 51–54

boilerplate, 67, 69

nonracist and nonagist, 53

nonsexist, 51–53

to talk about people with disabilities

and diseases, 53–54

Larson, Christine, 502

Late letters, 200

Lauer, Janice M., 533

LaVallee, Andrew, 39

Lawler, Edward E., III, 530

Lawless, Jill, 424

Layoff messages, 175

Layton, Pamela, 532

Lazarony, Lucy, 53

Leaders

dictatorial, 301

informational, 300, 302

interpersonal, 300, 302

procedural, 300, 302

Leadership

in groups, 300–302

listening skills and, 293

lectern/podium, 264 Lee, Bill, 320

Lee, Matthew, 28

Lee, Sharon, 367

Legal issues, 168

LEGO, 317

Lego Group, 176

Lending Tree, 346

Job interviews—cont. note-taking during, 494

opening to, 495

overview of, 491–492

phone or video, 503

practice for, 494–496

responding to questions during,

496–500, 502

salary and benefits negotiations

during, 501

situational, 502–503

strategy for, 493

stress, 495–496

what to bring to, 494

Job market, 441, 443

Jobs, Steve, 204

Job search. See also Job application letters; Résumés

company research and, 439–441

facing weaknesses and, 444–446

hidden job market and, 443, 445

importance factors in, 439–440

information interviews and, 441–443

self-knowledge and, 439

strategies for, 438–439

Job titles, 52

Johnnson, Frank P., 532

Johnson, Angela D., 50

Johnson, David W., 532

Johnson, Glen, 257

Johnson, Scott D., 532

Johnson, W. B., 529

Jones, Carmen, 50

Jones, Del, 44

Jones, Lolo, 275

Jones, T. Boland, 306

Jordan, Andy, 244

Judging–perceiving, 26

Judgment sample, 367, 369

Judkis, Maura, 231

Justification reports

elements of, 378, 381

explanation of, 343, 378

K

Kamenetz, Anya, 512

Kaplan, Dan, 266

Karr, Albert R., 534

Katigbak, Everett, 417

Katz, Deanne, 174

Kazoleas, Dean C., 531

Keene, Michael L., 529, 533

Kelleher, Bob, 13

Kelly, Tara, 219

Kershaw, Sarah, 75

Key, Mary Ritchie, 529

Keyes, Jim, 204

Keywords, 360, 462

Kiechel, Walter, III, 533

Kienzler, Donna S., 346, 533, 534

Kiesler, Sara, 531

Kilts, James, 326

Kim, Gina, 118

Kim, Min-Sun, 531

Kindelan, Katie, 361

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Confirming pages

Index 543

Mossberg, Walter, 127

Mosvick, Roger K., 532

Motivation, 41

Ms., 136 MSN, 231

MTV, 422

Mueller, Jennifer, 298

Mulally, Alan, 68

Mulcahy, Anne, 190

Mullins, John W., 344

Multiculturalism. See Cross-cultural communication

Multiple-choice questions, 365, 366

Multi-touch screens, 78

Muoio, Anna, 534

Murray, Sam, 502

Myers-Briggs Type Indicator, 26

MySpace, 199, 229, 317

N

Nadler, Lawrence B., 529

Nadler, Marjorie Keeshan, 529

Narration, 330–331

Nassauer, Sarah, 113

National Assessment of Adult Literacy, 6

National School Boards Association, 300

Nawrocki, Paul, 469

Negative messages

buffers for, 172–174

checklist for, 180

e-mail, 222–224

explanation of, 164

legal implications of, 168

method to produce, 175–179

misrepresentation in, 150

organization of, 165–166

for peers and subordinates, 172

for people outside your organization,

166–171

purposes of, 165

subject line for, 165

for superiors, 171, 172

types of, 174–175

word use and, 102–104

Negative performance appraisals, 175

Negatives

deemphasis of, 105–106

explanation of, 101

hidden, 103

justification for, 105

omission of, 105

Negative words, 102–104, 257

Neilsen, Jakob, 166

Nelson, Beverly H., 534

Nelson, Robert B., 532

Nervousness, 334–335

Netburn, Deborah, 228

Netflix, 13

Netiquette rules, 226

Networking, 317

Newman, Barry, 132

Newton, Isaac, 302

Ni, Preston, 335

Nielsen, Jakob, 78, 227, 530, 531

Nielsen Media Research, 368

effective participation in, 318–319

function of, 312

informal, 319–320

minutes for, 319

planning for, 313–316

types of, 313

virtual, 320–321

Memo of transmittal, 409

Memos

design of, 80

example of positive, 149

explanation of, 126

format for, 137–140

Menu design, 74

Merchant, Jerrold J., 529

Messages. See also E-mail messages; Informative messages; Negative messages;

Persuasive messages; Positive messages

effectiveness of, 9

group, 298

informational, 298

interpersonal, 298

procedural, 298

purposes of, 8

Metcalf, John, 9

Met Life, 101

Meyer, Paul J., 290

Michelin, 39

Microsoft, 78, 168

Microsoft Word, 127

Middle letters, 200

Millennials, 48, 49, 51

Miller, Carolyn R., 532

Miller, Herman, 321

Miller, Jared T., 52

Miller, Karen Lowry, 531

Miller, Laura, 239

Millman, Jennifer, 251

Mills, Robert S., 533

Mintzberg, Henry, 6, 528

Minutes, meeting, 319

Misplaced modifier, 242

Mixed punctuation, 127

Mizuho Securities Co., 251

MLA style, 370–372, 375–376

Mochari, Ilan, 531

Modern Language Association (MLA), 370

Modified block format, for letters, 127, 129,

131, 134

Modifiers

avoiding vague or empty, 390

dangling, 163, 242

misplaced, 242

Molloy, John T., 45, 106, 493

Monochronic cultures, 45, 47

Monster.com, 440

Moody, Chris, 25

Moore, Teresa, 532

Moore, Tyler, 266

moral/morale, 265 Moran, Robert T., 532

Morgan, Gareth, 531, 532

Morkes, John, 227, 531

Morrison, Denise, 326

Mortgage Resolution Partners, 62

Moss, Frederick K., 528

Look-Look, 367

loose/lose, 265 Lopez, Julie Amparano, 534

Lorenz, Kate, 493

Louie, David, 9

Low-context cultures, 40–41

Lowry, Tom, 197

Lowy, Joan, 191

Lubell, Jeffrey, 382

Lublin, Joann, 321, 394

Lucas, George, 353

Lundberg, Abbie, 108

Lunsford, Andrea, 306, 532

Luse, Donna W., 534

Lutz, Bob, 228

Lynch, Jack, 239

Lynch, Peter, 533

Lyons, Dan, 166

M

Madden, Normandy, 97, 259

Main clauses, 243

Main points, 333–334

Major, Brenda, 529

Make-good reports, 343

Malik, Tariq, 116

Maltz, Daniel N., 46, 529

Managers, 6–7

Manjoo, Farhad, 360

Mann, Camille, 52

Manterfield, Lisa, 383

Marche, Stephen, 305

Margins, 77–78, 80

Marketing plans, 21

Martin, Joanne, 531

Maslow, Abraham H., 113–114, 530

Masters, Coco, 54

Mathes, J. C., 528, 531

Matson, Eric, 532

Mattioli, Dana, 394, 528

Matuson, Roberta, 304

Mayfield, Jacqueline, 106

Mayfield, Milton, 106

Mayo, Clara, 529

McAdam, Thomas, 274

McCain, John, 257

McCaulley, Mary H., 528

McCord, Elizabeth A., 168

McCorvey, J. J., 230, 231

McDonald’s, 39, 54, 97

McFarland, Shannon, 492

McGill, R., 533

McGrane, Victoria, 154

McGuire, Timothy W., 531

McIsaac, Claudia MonPere, 528

McKinsey & Co., 313

McLeod, Poppy Lauretta, 529

McManus, Sean, 530

McQueen, M. P., 51

McTeer, Bob, 245

Mean, 369, 370

Median, 369, 370

Meetings. See also Groups agenda for, 314–317, 319

decision-making strategies for, 316–318

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Confirming pages

544 Index

Parker-Pope, Tara, 130

Parliamentary meetings, 313

Particular to general organization, 383

Partnership for 21st Century Skills, 4

Passive verbs, 93, 94, 274–275

Passive voice, 86–87

Paul, Annie Murphy, 290

Pay-back reports, 343

Peek, Scott, 496

Peer pressure, 301–302

Penkar, Samir, 316

Perchonock, Ellen, 532

Performance appraisals

example of, 201

explanation of, 200, 202

negative, 175

Period, 249

Perryman, Mark, 343

Personal appearance, 130

Personality, 26, 215–216

Personal names, of readers, 136–137

personal/personnel, 265 Personal pronouns, 241

Personal space, 43

Persuasive messages

checklist for, 208

e-mail, 224–225

objections to, 193–196

organization of, 190–193

purposes of, 8, 187, 188

strategies for, 188–189, 203–207

subject line for, 189–190

techniques for, 196–199

tone for, 106–107, 197

types of, 188, 199–203

Persuasive presentations, 326, 328

Petrini, Janis, 387

Pettit, John D., 531

Petzinger, Thomas, Jr., 534

Pew Charitable Trust, 74

Philbin, John P. “Pat,” 106

Phillips, Matthew, 446

Phishing, 220

Phone calls, following job interviews,

507–509, 511

Phone job interviews, 503

Photographs. See also Visuals bias-free, 54

guidelines to use, 30

Phrases

nonsexist, 51

in sentences, 243

transition, 282

Pictograms, 421

Piëch, Anton, 47

Pie charts, 418–420

Pitch, 333

Planning

for document design, 80–81

function of, 60

for meetings, 313–316

strategies for, 62–64

Planning guides, 63, 64

Plural nouns, 122

Plural possessives, 111, 122

Orders, 198

Orenstein, Peggy, 176

Organizational culture. See also Cultural diversity; Culture

explanation of, 28, 30

as learned culture, 188–189

writing style and, 282

Organizational patterns

for business communication, 6, 29

chronological, 385

comparison/contrast, 382

elimination of alternatives, 382–383

functional, 384

general to particular or particular to general,

383

geographic or spatial, 383–384

for informative and positive messages,

145–150

for letters, 63

for negative messages, 165–166

for oral presentations, 332–334

for persuasive messages, 190–193, 195

problem-solution, 382

for short reports, 381–385

types of, 333, 381–382

Organizations

analyzing people in, 27–28

cultural diversity in, 38–39

understanding needs of, 20

Orientation, 298

Orphans, 80

Outzen, Rick, 422

Overview of main points, 333–334

Ozanian, Mike, 343

P

Packer, A. E., 529

Page numbers, 80

Pagonis, William G., 291

PAIBOC questions

analysis using, 12

audience and, 22–23

explanation of, 12

for informative and positive messages, 152

for long reports, 410

for negative messages, 175–176

for persuasive messages, 203

Paice, Shayndi, 378

Paired bar charts, 421

Palin, Sarah, 335–336

Papachristou, Paraskevi, 369

Pappas, Stephanie, 93

Paradi, Dave, 78

Paragraphs

concluding, 378

elements of good, 414

introductory, 378

in job application letters, 478, 480–481

revision of, 281–282

summary, 476

Parallel headings, 388

Parallel structure, 186, 242, 280

Paraphrasing, 304–305

Parentheses, 249

Nike, 28, 51

Nine-Curt, Carmen Judith, 529

Nivea, 21

Noise, 23, 24, 320

Nokia, 39

Nolan, Roland, 50

Nonagist language, 53

Nonessential clauses, 248

Nonracist language, 53

Nonsexist language, 51–53

Nonverbal communication, 4, 41–42

Nonverbal symbols, 45

Notes, for oral presentations, 335–336

Note-taking, during job interviews, 494

Noun–pronoun agreement, 235, 240

Nouns

case of, 241

concrete, 448

plural, 122

Nudd, Tim, 393

Numbers, 251, 368–370, 472

O

Obama, Barack, 193, 257

Objections

of audience, 12, 23

to persuasive messages, 193–196

Objective pronouns, 241

objective/rationale, 265 O’Connor, Anahad, 104

Odell, Lee, 530

Odum, Charles, 168

O’Keefe, Daniel J., 531

Olofson, Cathy, 532

Ondaatje, Michael, 62

O’Neill, Vincent, 529

One-on-one meetings, 313

1-2-3 organization, 333

Online résumés, 468

Open body positions, 42

Openers

job interview, 495

oral presentation, 330–331

Open punctuation, 127

Open questions, 364, 365

Optimism, 103, 104

Oracle Corporation, 31

Oral communication

complements and, 47

explanation of, 45–46

silence in, 47

understatement and exaggeration in, 46

Oral presentations

audience for, 326–328

audience questions following, 336

delivery of, 334–336

function of, 325, 326, 328

group, 337

openers and closings for, 330–332

organization of, 332–334

planning for, 326–327

types of, 326, 328

visuals in, 328–330, 335–336, 417, 425

voice for, 333

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Confirming pages

Index 545

for class research projects, 346–351

elements of, 346

explanation of, 345

funding, 352

planning guide for, 64

procedure prior to writing, 343–345

sales, 351–352

Prospecting letters, 476, 478–481

Psychographic characteristics, 26

Psychological description, 116–117

Psychological reactance, 169

Punctuation. See also Grammar apostrophe, 100, 111, 122, 245–247

brackets, 250, 373

colon, 247

comma, 245, 247–248

dash, 248, 323

ellipses, 240

expert disagreement on, 255

hyphen, 248, 323

in letters, 127

parentheses, 249

period, 249

professional image and, 239

proofreading for, 472

quotations, 249–251, 373

semicolon, 249

square brackets, 250

Purdy, Kevin, 69

Puri, Manju, 104

Purpose statements, 344–346

Puzzanghera, Jim, 74

Q

Quam, Ross, 440

Quarterly reports, 343

Questionnaires, 363, 364, 366

Questions

audience, 336

branching, 366

closed, 364–366

job interview, 496–500, 502

multiple-choice, 365, 366

open, 364, 365

for oral presentation opener, 331

polite, 386

specific, 386

survey, 363–366

Quick, Becky, 191

Quickcorrect, 80

quiet/quite, 265 Quintanilla, Carl, 533

Quintura, 418

Quotation marks, 249, 250

Quotations

for oral presentation opener, 331

punctuation of, 249–251

in reports, 373

R

Ragged right margins, 77–78

Ramirez, Ramon, 228

Rampell, Catherine, 103

Random sample, 367, 369

possible/possibly, 265 Postal Service abbreviations, 135

Posture, 42, 335

Poulton, E. C., 530

PowerPoint slides, 78

Powers, Melanie E., 531

precede/proceed, 265 Predication errors, 243

Prejudice, 93

Presentations. See Oral presentations Presentation slides

design of, 78, 79

guidelines for, 328, 330

for informative presentations, 329

Presenting problem, 304

Primary audience, 20

Primary research, 359

principal/principle, 265 Print preview, 80

Print research sources, 362

Private, 229

Pro and con pattern, 382

Problem-causes-solution organization, 333

Problem-solution organization, 382

Problem-solving messages. See also Decision making

example of, 194

organization of, 191–193, 195

pattern for, 188, 190

time allocation for, 203

Problem-solving reports, 343

Procedural leaders, 300, 302

Procedural messages, 298

Pro-con organization, 333

Procrastination, 69

Procter & Gamble, 9, 317, 457

Product placements, 197

Professional image, 239

Progress reports

chronological, 354, 355

explanation of, 353–354

recommendation, 355

task, 354

ProLiteracy, 8

Pronouns

agreement between nouns and, 235, 240

case of, 241

nonsexist, 52–53

objective, 241

personal, 241

possessive, 241, 246

second-person, 281

third-person, 281

Proofreading

of collaborative documents, 307

explanation of, 64, 66

guidelines for, 472

importance of, 69

marking errors when, 251–252

of résumés, 451

Proofreading symbols, 252

Proportional fonts, 75

Proposals

budget and costs, 352–353

business plans as, 345–347

PNC, 119

Podmolik, Mary Ellen, 532

Point of view, 97

Polishing Your Prose

active and passive voice, 86–87

answers to, 524–527

combining sentences, 295–296

commas in lists, 285–286

comma splices, 36–37

concise writing, 390–391

dangling modifiers, 163

delivering criticism, 312

details, 448

dictionary use, 506

expert disagreement on grammar and

punctuation, 255

expressing personality, 215–216

formality level, 339

hyphens and dashes, 323

idioms, 58

I/me, 513–514 it’s/its, 100 MLA style, 375–376

noun–pronoun agreement, 235

paragraphs, 414–415

parallel structure, 186

plurals and possessives, 122

proofreading, 472

run-on sentences, 269–270

sentence fragments, 18

singular and plural possessives, 111

spell/grammar checkers, 72

subject lines and headings, 435

subject–verb agreement, 141–142

verb tenses, 357–358

who/whom, 513–514

you/I use, 489–490

Politeness, 107, 386

Polychronic cultures, 45, 47

Pondy. Louis R., 531

Pope, Justin, 528

Population, 366

Porter, Natalie, 529

Positive emphasis

apologies and, 108

ethics and, 106

explanation of, 102

justifying negative information by

offering, 105

methods to create, 102–106

tone and, 106–108

Positive messages

checklist for, 156

e-mail, 221–223

examples of, 147–149

explanation of, 143

method to produce, 152–156

organization of, 145–146

reader benefits in, 148–150

subject line for, 144–145

types of, 144, 150–152

Positive words, 257–258

Posner, Andrew, 5

Possessive pronouns, 241, 246

Possessives, 111, 122

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546 Index

S

Saatchi & Saatchi, 224

Safer, Morley, 20

Sahadi, Jeanne, 440

Salary/benefits negotiation, 501

Sales proposals, 351–352

Sales reports, 343

Saliard, Shannon, 10

Salutation, 127

Same-sex couples, touch in, 43

Samples, survey, 366–369

Sancton, Julian, 197

Sands, Judith Gordon, 291, 532

Sans serif fonts, 77

Santos, Fernanda, 331

Saville-Troike, Muriel, 529

Savin, Harris B., 532

Scannable résumés, 465–468

Schawbel, Dan, 27, 443

Schellhardt, Timothy D., 533

Scherer, Michael, 29

Schmandt-Besserat, Denise, 13

Schmid, Randolph E., 118

Schoenberger, Chana R., 169

Schrage, Michael, 151, 532

Schuessler, Jennifer, 153

Schullery, Nancy, 532

Schultz, Beatrice, 532

Schultz, Howard, 327

Search engines, 317, 418. See also specific search engines

Secondary audience, 20–21

Secondary research, 359, 368

Second-person pronouns, 281

Segal, Jonathan A., 176, 200

Segmented bars, 421

Self-image, 113

Seligman, Martin, 101

Semicolon, 249

Sensing–intuition, 26

Sentence fragments, 18, 244–246

Sentences

basic pattern for, 414

comma splices, 36–37, 243–244

complex, 278

compound, 278

explanation of, 243

fused, 244

method to combine, 277, 295–296

punctuation inside, 245–249 (See also Punctuation)

run-on, 244, 269–270

simple, 277

summary, 476

topic, 281, 387

varying length and structure of, 277–280

you-attitude in, 91–94

Serif fonts, 75, 77

Sexist language, 51–53

Shanahan, Danny, 500

Shapley, Dan, 106

Sharkey, Joe, 3

Shelby, Annette N., 101, 530

Shellenbarger, Sue, 241, 316, 320, 534

Shepardson, David, 135

checklist for, 469

chronological, 452–453, 455, 457

computer use to create, 451

educational background on, 462–463

explanation of, 449

honors and awards on, 463–464

keywords for jobs on, 462

layout and design of, 451

length of, 465

online, 468

proofreading, 451

references on, 464

scannable, 465–468

skills, 452, 454, 456, 458–461

strategies for, 451–452

summary of qualifications on, 461–462

time planning for, 450

video, 468–470

Rettner, Rachel, 93

Reverse chronology, 452

Revision

after feedback, 68

checklist for, 65

of collaborative documents, 307

explanation of, 64, 66

function of, 60, 64, 271

guidelines for, 273–274

to improve you-attitude, 94–96

of paragraphs, 281–282

strategies for, 274–281

Revkin, Andrew C., 168

Reynolds, Fred, 64, 530

Reynolds, Linda, 530

Rice, Anne, 62

Richey, Warren, 336

Rico, Gabriela Lusser, 530

Rigdon, Joan E., 532

Ritchie, Karen, 529

Robbins, Stephen P., 304, 532

Roberts, David D., 533

Robinson, David T., 104

Robinson, Ray, 534

Rogers, Priscilla S., 531

role/roll, 266 Romano, Joseph D., 345

Romney, Mitt, 257

Rondthaler, Ed, 266

Roney, Luke, 476

Rooney, Andy, 245

Roosevelt, Theodore, 266

Rose, Barbara, 529

Rose, Richard C., 534

Rosenbaum, David, 108

Rosman, Katherine, 226

Rothchild, John, 533

Rothenberger, Cecilia, 28, 528

Rowland, Kenneth, 530

Rowley, Laura, 119

Rozhon, Tracie, 533

Rubin, Harriet, 50

Run-on sentences, 244, 269–270

RunPee.com, 97

Rutherford, LeAne, 533

Ryan, Kevin, 27

Rydholm, Erik, 498

Range, 369, 370

Reader benefits. See also Audience criteria for use of, 117–118, 120, 151

detail guidelines for, 115–117

explanation of, 112–114

identification of, 113–115

in informative and positive messages,

148–150

for specific audiences, 119

you-attitude and, 120

Reading skills, in United States, 5

Recommendation letters, 202–203

Recommendation progress reports, 355

Recommendation reports, 343

Reder, Stephen, 5

Redundancy, 390

Reference line, in letters, 127

Referral interviews, 443

Referrals, 443

Refusal messages, 174–175

Regular staff meetings, 313

regulate/relegate, 265 Reichheld, Frederick F., 533

Reinsch, N. Lamar, Jr., 101, 530

Rejection messages, 174–175

Reports

analytical, 343

annual, 343

closure, 378

examples of, 379–380, 395–408

explanation of, 343

feasibility, 343

formal, 343, 392

informal, 343, 378

informative, 343, 378–380

justification, 343, 378, 381

levels of, 343

long, 392–412 (See also Long reports) make-good, 343

progress, 353–355

purpose of, 345

short, 377–388 (See also Short reports) steps to write, 342

types of, 343

Requests

direct, 189–192

indirect, 191

purpose of, 8

Research

analysis of, 368–370

on companies, 439–441

documenting sources of, 370–373, 375–376

electronic, 361

Internet use for, 360–363

primary, 359

print, 362

secondary, 359, 368

surveys and interviews and, 363–368

residence/residents, 265 Resilience, 107

respectfully/respectively, 266 Respondents, 363

Résumés. See also Job application letters action verbs for, 457, 458

career objectives on, 463

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Index 547

collaborative writing in, 306–308

function of, 297

virtual, 306

Technology. See also E-mail messages; Internet cloud, 127

grammar checkers and, 65–66, 72, 263

impact of, 217

job applications and, 474, 492

research and, 360–363

social networking and, 227–230

spell-checkers and, 66, 72

trends in Internet-based, 230–231

videoconferencing and, 231, 313

Telecomcareers.net, 440

Telfer, Lauren, 119

Templates, 451

Temple-Raston, Dina, 291

Tempo, 333

Tenses, verb, 357–358, 391

Terberg, Julie, 533

Terlep, Sharon, 378

Tesla Motors, 8

Testa, Garry, 320

Text messages, 218, 231

Thank-you notes, 152

Theibert, Phil, 533

their/there/they’re, 266 Thinking–feeling, 26

Third-person pronouns, 281

Thompson, Andrea, 116

Thompson, Carolyn, 32

Thorell, L. G., 533

Thralls, Charlotte, 532

Tibbets, Arn, 532

Tilghman, Kelly, 50

Time, perception of, 44–45

Time planning

for e-mail messages, 223–225

for job application letters, 475

for problem-solving messages, 203

for proposal writing, 344

for report writing, 393–394

for résumés, 450

strategies for, 61, 62

Title page, for reports, 409

Titles, for reports, 411

to be, 275 Tommasini, Anthony, 60

Tone. See also Writing style choice of appropriate, 273

for job application letters, 483, 485

for persuasive messages, 106–107, 197

Topic headings, 387

Topic sentences, 281, 387

Toppo, Greg, 6

to/too/two, 266 Touch, 43, 116

Townsend, Alan, 168

Townsend, Linda, 168

Toyoda, Akio, 107

Toyota, 107–108, 224

Trade journals, 441, 442

Transitions

in paragraphs, 414

words and phrases for, 282, 387, 414

Spyware programs, 226

Square brackets, 250, 373

Stableford, Dylan, 165

Stacked bars, 421

Stacy, Mitch, 264

Stafford, Diane, 277, 501

Standard agenda, 316–317, 319

stationary/stationery, 266 Steinmail, Joanna Pearl, 120

Stern, Gabriella, 531

Stern, Gary M., 370

Stevenson, Dwight W., 528, 531

Stokes, Jeff, 5, 528

Storyboard, 63

Strauss, Valerie, 24

Strauss, William, 48, 49

Stress Interviews, 495–496

Strickland, Ashley, 60

Strimaitis, Janet, 346

Struzik, Ed, 457

Stump, Susan, 188

Style. See Writing style Subbaraman, Nidhi, 219

Subdivided bars, 421

Subject lines

directed, 190

for e-mail messages, 220, 222–223

explanation of, 144, 435

for informative or positive messages, 144–145

in letters, 127

for negative messages, 165

for persuasive messages, 189–190

Subject–verb agreement, 141–142, 239–240

Subordinate clauses, 243

Suchan, James, 188, 531, 532

Suddath, Claire, 319

Sullivan, John, 440

Sullivan, Patricia, 533

Summaries, 151

Summary paragraphs, 476

Summary sentences, 476

Sun Microsystems, 31

Supervisors

abusive, 300

informal meetings with, 319–320

Surveys

explanation of, 363

questions for, 363–366

sample choices for, 366–369

Symbols, nonverbal, 45

T

Table of contents, for reports, 409–410

Tables, 418–420

Tabs, 80

Tab settings, 80

Talking heads, 388, 435

Tang, ZhaoHui, 418

Tannen, Deborah, 529, 534

Tanner, Lindsay, 531

Task progress reports, 354

Taylor, Lynn, 478

Taylor, Marisa, 26

Team meetings, 313

Teams. See also Groups

Sherman, Mark A., 530

Short reports. See also Reports feasibility, 378

format for, 126

function of, 377

informative or closure, 378–380

justification, 378, 381

organizational patterns for, 381–385

writing style for, 385–388

Shriver, Marcelle, 120

Shwom, Barbara L., 530

Siebel Systems, 31

Siegel, Jane, 531

Siegel, Matt, 528

Signature block, 136

Signposts, 334, 336

Silence, 47

Silverman, Rachel Emma, 314, 417, 501,

530, 534

Simmons, Lesly, 361

Simmons, Sophie, 119

Simons, Tad, 533

Simple sentences, 277

simple/simplistic, 266 Simpson, Adrian J., 532

Singular possessives, 111

Situational job interviews, 502–503

Skills résumés, 452, 454, 456, 458–461. See also Résumés

Skyfall, 197 Skype, 231

Slides. See Presentation slides Sloan, Steven, 501

Sloate, Laura, 319

Slocombe, Mike, 530

Smartphones, 231

Smith, Ben, 493

Smith, Catharine, 368

Smith, Greg, 94

Smith, Jacquelyn, 496

Smith, Rebecca, 462, 534

Smith, W. J., 533

Snow, Craig, 532

Social networking

business applications for, 228–230

complaints and, 151

job applicants and, 492

loneliness and, 305

strategies for, 227

Solicited letters, 476–478, 480

Solomon, Caleb, 531

Solutions Marketing Group, 50

Southwest Airlines, 510

Space, personal, 43

Spatial arrangements, 43–44

Spatial organization, 383–384

Speaking rate, 289

Spell-checkers, 66, 72, 263, 472

Spielberg, Steven, 353

Spilka, Rachel, 62, 530

Split infinitives, 239

Splunk, 360

Spoke.com, 229

Sprinkle, Tim, 367

Sprung, Shlomo, 499

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548 Index

The Woman’s Dress for Success Book (Molloy), 45

Wong, Shantel, 97

Woodruff, David, 531

Woods, Tiger, 50

Wooley, Ryan, 51

Word choice

appropriate, 256

to express personality, 215–216

for reports, 385

Wordiness, 276–277, 386

Word (Microsoft), 127

Word-processing programs, 80

Words

accurate, 256

analysis of, 369–370

concise, 390

confusing, 261–267

connotation of, 257–258, 260

denotation of, 257, 260

familiar, 256, 258

jargon, 260–261

meaning of, 260

negative, 102–104

nonsexist, 51

positive, 257–258

redundant, 390

transitional, 282, 387

unnecessary, 276–277

Workplace

abusive supervisors in, 300

communication skills for, 3–5

creating professional image in, 130

cultural diversity in, 38–39, 49–51

depressed workers in, 154

The World Factbook, 43 Wozniak, Steve, 302

Writer’s block, strategies to overcome, 69

Writing process

collaborative, 306–308

design as element of, 80–81

feedback and, 66–68

form letters and, 67, 69

planning and, 60, 61–63

procrastination and, 69

revision and, 60, 64–66, 68, 94–96,

274–281, 307

strategies for, 60–61

writer’s block and, 69

Writing style. See also Tone of business communication, 6

concise, 390–391

conversational, 45

to express personality, 215–216

formality of, 30, 339

guidelines for, 29, 272, 273–274

levels of, 272

organizational culture and, 282

for reports, 385–388, 410

revision and, 274–282

tightening up your, 276–277

Written messages. See also Messages cost of, 8–9

cultural contrasts in, 48

effectiveness of, 9

Wuorio, Jeff, 531

Victor, David, 40

Victor, David A., 529

Videoconferencing, 231, 313

Video job interviews, 503

Video résumés, 468–470

Virginia Polytechnic Institute and State

University, 61

Virtual job interviews, 503

Virtual meetings, 320–321

Virtual teams, 306

Virus, computer, 226

Visuals. See also Presentation slides bias-free, 54

color and clip art as, 421–422

design conventions for, 419–422

ethical use of, 422–424

function of, 6, 416–417

guidelines to use, 30, 418, 422–424

integration of, 424

in presentations, 328–330, 335–336,

417, 425

types of, 418–419

Voice

active and passive, 86–87

for oral presentations, 333

Volume, voice, 333

Vranica, Suzanne, 378

W

Wallace, Alexandria, 228

Walsh, Joe, 108

Wanous, John P., 530

Warshaw, Michael, 119

Watchdog audience, 21

Watson Wyatt Worldwide, 9

Webb, John, 529

Weber, Harry R., 44

Weber, Lauren, 457

Web pages. See also Internet analysis of, 363

design of, 78–79

Weeks, Francis W., 531

Weger, John J., 530

Weinhaus, Evonne, 195

Weiss, Piper, 144, 275

Weissman, Jerry, 326

Welsh-Huggins, Andrew, 327

Wendleton, Kate, 534

whether/weather, 267 Whitbourne, Susan Krauss, 289

Whiteman, Doug, 327

White space, 74

who/whom, 513–514 Widows, 80

Wieners, Brad, 177

Wiens, Kyle, 244

Wilder, Claudyne, 330

Williams, Andrea, 532

Williams, Nicole, 277

Williams, Ray B., 528

Wills, J., 533

Wilson, Simone, 228

Windolf, Jim, 353

W.L. Gore & Associates, 11

Wolvin, Andrew D., 532

Translations, 47

Transmit, 23

Transmittals, 150–151

Trip reports, 64

Tropman, John E., 302, 532

Trump, Donald, 193

Truncated visuals, 422–424

Truss, Lynne, 248

Tufte, Edward R., 533

Tugend, Alina, 104

Tulgan, Bruce, 49

Tumposky, Ellen, 21

Turner, Ted, 5

Twain, Mark, 266

Twitter, 151, 230

Tyler, Lisa, 530

Typos, 9, 251

Typo-squatters, 266

U

UBS, 493

Ulijin, J. M., 46

Underlining, 250–251

Understatement, 46

Unemployment rate, 3, 445–446

Unified paragraphs, 414

unique/unusual, 266 U.S. Census Bureau, 48, 53

U.S. Postal Service abbreviations, 135

Unity, 281

University of California, Berkeley, 93

University of Wisconsin Writing Center, 66

V

Valdes, Manuel, 492

Values

cultural diversity and, 41

explanation of, 26–27

Values and Lifestyles (VALS) profiles, 27

Vample, Ron, 274

Vanac, Mary, 97

Van Allen, Fox, 67

Vance, Ashley, 320

Vargas, Marjorie Fink, 529, 533

Variety, in paragraphs, 414

Venkataraman, Nitya, 11

Venting, 302

Verbal communication, 4

verbal/oral, 266 Verbs

action, 457, 458

active, 274–275

agreement between subject and, 141–142,

239–240

concrete, 448

function of, 274–275

object of, 241

passive, 93, 94, 274–275

in sentences, 279–280

Verb tenses, 357–358, 391

Vergara, Eva, 69

Versis, 113

Vested interest, 193

Vickers, Yvette, 305

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Index 549

Z

Zack, Liz, 11

Zeebie, Bill, 496

Zelazny, Gene, 533

Zhou, Kevin, 11

Ziomek, Erin, 498

Zolli, Andrew, 107

Zuckerberg, Mark, 49

Zwaga, Harm, 530

You-attitude

in conflict resolution, 305

explanation of, 90, 92, 94

in job application letters, 483, 485

methods to create, 91–94

positive emphasis and, 104–105

questions and, 386

reader benefits and, 120

revision and, 94–96

you/I use and, 489–490 your/you’re, 267 YouTube, 49, 230

X

Xerox, 119, 507

Y

Yaffa, Joshua, 77

Yahoo!, 231, 317

Yang, Kelly, 503

Yen, Hope, 39, 366, 441, 528

Yochim, Dayana, 150

York, Emily Bryson, 264

you, 385, 489–490

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Module 1 Sentence Fragments 18

Module 2 Comma Splices 36

Module 3 Using Idioms 58

Module 4 Using Spell and Grammar Checkers 72

Module 5 Active and Passive Voice 86

Module 6 It’s/Its 100

Module 7 Singular and Plural Possessives 111

Module 8 Plurals and Possessives 122

Module 9 Making Subjects and Verbs Agree 141

Module 10 Dangling Modi� ers 163

Module 11 Parallel Structure 186

Module 12 Expressing Personality 215

Module 13 Making Nouns and Pronouns Agree 235

Module 14 Matters on Which Experts Disagree 255

Module 15 Run-On Sentences 269

Module 16 Commas in Lists 285

Module 17 Combining Sentences 295

Module 18 Delivering Criticism 311

Module 19 Hyphens and Dashes 323

Module 20 Choosing Levels of Formality 339

Module 21 Mixing Verb Tenses 357

Module 22 Using MLA Style 375

Module 23 Being Concise 390

Module 24 Improving Paragraphs 414

Module 25 Writing Subject Lines and Headings 435

Module 26 Using Details 448

Module 27 Proofreading 472

Module 28 Using You and I 489

Module 29 Using a Dictionary 506

Module 30 Who/Whom and I/Me 513

W H Y 3 0 M O D U L A R C H A P T E R S ?

F R E E D O M • F L E X I B I L I T Y • F O C U S E D C L A S S R O O M

Sixth Edition

Kitty O. Locker Stephen Kyo Kaczmarek

ISBN 978-0-07-340326-7 MHID 0-07-340326-1

E A N

We listened to the increasing demand for more fexibility with teaching materials. This modular format was created to cater to the way in which instructors teach, and students learn.

Through the author’s modular approach, instructors have the freedom to customize their text and assignments piece-by-piece. By breaking chapters into more manageable, topic-focused sections, instructors have the fexibility to cover and assign the content they want, in the or- der they want to better suit their individual teaching styles.

Instead of losing students in chapters that are long, unspecifc, or out of order, with this book students move toward an understanding of the foundations and piece together the critical skills needed to become suc- cessful communicators in the Business Communication feld.

www.mhhe.com/lockerbcs6e

www.mhhe.comwww.domorenow.com

Why 30 ModuLar Chapters?

FreedoM • FLexibiLity • FoCused CLassrooM

B u sin

ess C o m m u n icatio

n b u iL d in

g C

r it

iC a L s

K iL L s

L o c ke r

K a c zm

a re k

Sixth Edition Business

Communication

buiLding CritiCaL sKiLLs

M D

D A

L IM

1223268 1/23/13 C Y

A N

M A

G Y

E L

O B

L A

C K

  • Cover Page
  • WHY 30 MODULAR CHAPTERS?
  • Half Title Page
  • Title Page
  • Copyright Page
  • Dedication
  • About the Author
  • New and Improved Coverage in BCS6e!
  • Acknowledgments
  • Guided Tour
  • Support Materials
  • Brief Contents
  • Table of Content
  • Unit One Building Blocks for Effective Messages
    • Module 1 Business Communication, Management, and Success
      • Will I really have to write?
      • Don’t I know enough about communication?
      • What does communication accomplish?
        • The Importance of Listening, Speaking,and Interpersonal Communication
        • The Purposes of Messages in Organizations
      • How much does correspondence cost?
      • What makes a message effective?
      • How should I analyze business communication situations?
      • Building a Critical Skill Thinking Creatively
    • Module 2 Adapting Your Message to Your Audience
      • Building a Critical Skill Understanding What Your Organization Wants
      • Who is my audience?
      • Why is my audience so important?
        • Audience and PAIBOC
        • Audience and the Communication Process
      • What do I need to know about my audience(s)?
        • Analyzing Individuals and Members of Groups
        • Analyzing People in Organizations
      • Now that I have my analysis, what do I dowith it?
      • What if my audiences have different needs?
      • How do I reach my audience(s)?
    • Module 3 Communicating Across Cultures
      • What is “culture”?
      • How does culture affect business communication?
        • Values, Beliefs, and Practices
        • Nonverbal Communication
        • Body Language
        • Space
        • Time
        • Oral Communication
        • Writing to International Audiences
      • There are so many different cultures! How can I know enough to communicate?
      • Are differences among generations changing the workplace and how we communicate?
      • Building a Critical Skill Dealing with Discrimination
      • How can I make my documents bias-free?
        • Making Language Nonsexist
        • Making Language Nonracist and Nonagist
        • Talking about People with Disabilities and Diseases
        • Choosing Bias-Free Photos and Illustrations
    • Module 4 Planning, Writing, and Revising
      • Planning
      • Writing
      • Revising
      • Does it matter what process I use?
      • I don’t have much time. How should I use it?
      • What planning should I do before I begin writing or speaking?
      • What is revision? How do I do it?
      • Can a grammar checker do my editing for me?
      • I spell-check. Do I still need to proofread?
      • How can I get better feedback?
      • Can I use form letters?
      • Building a Critical Skill Revising after Feedback
      • How can I overcome writer’s block and procrastination?
    • Module 5 Designing Documents, Slides, and Screens
      • How should I design paper pages?
        • Use White Space
        • Use Headings
        • Limit the Use of Words Set in All Capital Letters
        • Use No More than Two Fonts in a Single Document
        • Decide Whether to Justify Margins Based on the Situation and the Audience
      • How should I design presentation slides?
      • How should I design Web pages?
      • How do I know whether my design works?
      • Building a Critical Skill Using Computers to Create Good Design
      • When should I think about design?
  • Unit Two Creating Goodwill
    • Module 6 You-Attitude
      • How do I create you-attitude in my sentences?
        • 1. Talk about the Reader, Not about Yourself
        • 2. Refer to the Reader’s Request or Order Specifically
        • 3. Don’t Talk about Feelings, Except to Congratulate or Offer Sympathy
        • 4. In Positive Situations, Use You More Often than I. Use We When It Includes the Reader
        • 5. Avoid You in Negative Situations
      • Does you-attitude basically mean using the word you?
      • I’ve revised my sentences. Do I need to do anything else?
      • Building a Critical Skill Seeing Another Point of View
    • Module 7 Positive Emphasis
      • How do I create positive emphasis?
        • 1. Avoid Negative Words and Words with Negative Connotations
        • 2. Focus on What the Reader Can Do Rather than on Limitations
        • 3. Justify Negative Information by Giving a Reason or Linking It to a Reader Benefit
        • 4. If the Negative Is Truly Unimportant, Omit It
        • 5. Bury the Negative Information and Present It Compactly
      • Building a Critical Skill Using Positive Emphasis Ethically
      • Why do I need to think about tone, politeness, and power?
      • What’s the best way to apologize?
    • Module 8 Reader Benefits
      • Why do reader benefits work?
      • How do I identify reader benefits?
        • 1. Think of Feelings, Fears, and Needs that May Motivate Your Reader. Then Identify Features of Your Product or Policy that Meet Those Needs
        • 2. Identify the Features of Your Product or Policy. Then Think How These Features Could Benefit the Audience
      • How detailed should each benefit be?
      • How do I decide which benefits to use?
        • 1. Use at Least One Benefit for Each Part of Your Audience
        • 2. Use Intrinsic Benefits
        • 3. Use the Benefits You Can Develop Most Fully
      • Building a Critical Skill Matching the Benefit to the Audience
      • What else do reader benefits need?
  • Unit Three Letters, Memos, E-Mail, and Web Writing
    • Module 9 Formats for Letters and Memos
      • How should I set up letters?
      • Building a Critical Skill Creating a Professional Image, 1
      • What courtesy titles should I use?
        • When You Know the Reader’s Name and Gender
        • When You Know the Reader’s Name but Not the Gender
        • When You Know Neither the Reader’s Name Nor Gender
      • How should I set up memos?
    • Module 10 Informative and Positive Messages
      • What’s the best subject line for an informative or positive message?
        • Making Subject Lines Specific
        • Making Subject Lines Concise
        • Making Subject Lines Appropriate for the Pattern of Organization
      • How should I organize informative and positive messages?
      • When should I use reader benefits in informative and positive messages?
      • What are the most common kinds of informative and positive messages?
        • Transmittals
        • Confirmations
        • Summaries
        • Adjustments and Responses to Complaints
        • Thank-You and Congratulatory Notes
      • How can I apply what I’ve learned in this module?
        • Problem
        • Analysis of the Problem
      • Building a Critical Skill Writing a Goodwill Ending
        • Discussion of the Sample Solutions
    • Module 11 Negative Messages
      • What’s the best subject line for a negative message?
      • How should I organize negative messages?
        • Giving Bad News to Customers and Other People Outside Your Organization
      • Building a Critical Skill Thinking about the Legal Implications of What You Say
        • Giving Bad News to Superiors
        • Giving Bad News to Peers and Subordinates
      • When should I consider using a buffer?
      • What are the most common kinds of negative messages?
        • Rejections and Refusals
        • Disciplinary Notices and Negative Performance Appraisals
        • Layoffs and Firings
      • How can I apply what I’ve learned in this module?
        • Problem
        • Analysis of the Problem
        • Discussion of the Sample Solutions
    • Module 12 Persuasive Messages
      • What is the best persuasive strategy?
      • What is the best subject line for a persuasive message?
      • How should I organize persuasive messages?
        • Writing Direct Requests
        • Organizing Problem-Solving Messages
      • How do I identify and overcome objections?
      • What other techniques can make my messages more persuasive?
        • Build Credibility
        • Build Emotional Appeal
        • Use the Right Tone
      • Building a Critical Skill Building Common Ground
        • Offer a Reason for the Reader to Act Promptly
      • What are the most common kinds of persuasive messages?
        • Orders
        • Collection Letters
        • Performance Appraisals
        • Letters of Recommendation
      • How can I apply what I’ve learned in this module?
        • Problem
        • Analysis of the Problem
        • Discussion of the Sample Solutions
    • Module 13 E-Mail Messages, Web Writing, and Technology
      • How should I set up e-mail messages?
      • What kinds of subject lines should I use for e-mail messages?
        • Subject Lines for Informative and Positive E-Mail Messages
        • Subject Lines for Negative E-Mail Messages
        • Subject Lines for Persuasive E-Mail Messages
      • Should I write e-mail messages the same way I write paper messages?
        • Writing Positive and Informative E-Mail Messages
        • Writing Negative E-Mail Messages
        • Writing Persuasive E-Mail Messages
      • Building a Critical Skill Managing Your Time
      • What e-mail “netiquette” rules should I follow?
      • How and when should I use attachments?
      • What style should I use when writing for the web?
      • Can I use blogging on the job?
      • Can I use social networking tools for business situations?
        • Facebook and MySpace
        • Spoke and LinkedIn
        • Twitter
        • YouTube
      • What other technologies use the Internet?
  • Unit Four Polishing Your Writing
    • Module 14 Editing for Grammar and Punctuation
      • Building a Critical Skill Creating a Professional Image, 2
      • What grammatical errors do I need to be able to fix?
        • Agreement
        • Case
        • Dangling Modifier
        • Misplaced Modifier
        • Parallel Structure
        • Predication Errors
      • How can I fix sentence errors?
        • Comma Splices
        • Run-On Sentences
        • Fused Sentences
        • Sentence Fragments
      • Should I put a comma every place I’d take a breath?
      • What punctuation should I use inside sentences?
        • Apostrophe
        • Colon
        • Comma
        • Dash
        • Hyphen
        • Parentheses
        • Period
        • Semicolon
      • What do I use when I quote sources?
        • Quotation Marks
        • Square Brackets
        • Ellipses
        • Underlining and Italics
      • How should I write numbers and dates?
      • How do I mark errors I find in proofreading?
    • Module 15 Choosing the Right Word
      • Does using the right word really matter?
        • Getting Your Meaning Across
        • Getting the Response You Want
      • Building a Critical Skill Thinking Critically
      • How do words get their meanings?
      • Is it OK to use jargon?
      • What words confuse some writers?
    • Module 16 Revising Sentences and Paragraphs
      • What is “good” style?
      • Building a Critical Skill Using the Right Tone
      • Are there rules I should follow?
      • What should I look for when I revise sentences?
        • 1. Use Active Verbs Most of the Time
        • 2. Use Verbs to Carry the Weight of Your Sentence
        • 3. Tighten Your Writing
        • 4. Vary Sentence Length and Sentence Structure
        • 5. Use Parallel Structure
        • 6. Put Your Readers in Your Sentences
      • What should I look for when I revise paragraphs?
        • 1. Begin Most Paragraphs with Topic Sentences
        • 2. Use Transitions to Link Ideas
      • How does organizational culture affect style?
  • Unit Five Interpersonal Communication
    • Module 17 Listening
      • What do good listeners do?
        • Pay Attention
        • Focus on the Other Speaker(s) in a Generous Way
        • Avoid Making Assumptions
        • Listen for Feelings as Well as Facts
      • What is active listening?
      • How do I show people that I’m listening to them?
      • Can I use these techniques if I really disagree with someone?
      • Building a Critical Skill Leading by Listening
    • Module 18 Working and Writing in Teams
      • What kinds of messages should groups attend to?
      • What roles do people play in groups?
        • Leadership in Groups
        • Characteristics of Successful Student Groups
      • Building a Critical Skill Leading Without Being Arrogant
        • Peer Pressure and Groupthink
      • How should we handle conflict?
        • Steps in Conflict Resolution
        • Responding to Criticism
        • You-Attitude in Conflict Resolution
      • How can we create the best co-authored documents?
        • Planning the Work and the Document
        • Composing the Drafts
        • Revising the Document
        • Editing and Proofreading the Document
        • Making the Group Process Work
    • Module 19 Planning, Conducting, and Recording Meetings
      • What planning should precede a meeting?
      • When I’m in charge, how do I keep the meeting on track?
      • What decision-making strategies work well in meetings?
      • Building a Critical Skill Networking
      • How can I be an effective meeting participant?
      • What should go in meeting minutes?
      • How can I use informal meetings with my boss to advance my career?
      • Do virtual meetings require special consideration?
    • Module 20 Making Oral Presentations
      • What decisions do I need to make as I plan a presentation?
        • Choosing the Kind of Presentation
        • Adapting Your Ideas to the Audience
        • Planning Visuals and Other Devices to Involve the Audience
      • How can I create a strong opener and close?
      • How should I organize a presentation?
      • Building a Critical Skill Finding Your Best Voice
      • What are the keys to delivering an effective presentation?
        • Transforming Fear
        • Using Eye Contact
        • Standing and Gesturing
        • Using Notes and Visuals
      • How should I handle questions from the audience?
      • What are the guidelines for group presentations?
  • Unit Six Research, Reports, and Visuals
    • Module 21 Proposals and Progress Reports
      • What is a “report”?
      • What should I do before I write a proposal?
      • What should go in a proposal?
        • Proposals for Class Research Projects
        • Sales Proposals
      • Building a Critical Skill Identifying “Hot Buttons”
        • Proposals for Funding
        • Figuring the Budget and Costs
      • What should go in a progress report?
        • Chronological Progress Reports
        • Task Progress Reports
        • Recommendation Progress Reports
    • Module 22 Finding, Analyzing, and Documenting Information
      • How can I find information online and in print?
      • Building a Critical Skill Using the Internet for Research
      • How do I write questions for surveys and interviews?
      • How do I decide whom to survey or interview?
      • How should I analyze the information I’ve collected?
        • Understanding the Source of the Data
        • Analyzing Numbers
        • Analyzing Words
        • Checking Your Logic
      • How should I document sources?
    • Module 23 Short Reports
      • Do different kinds of reports use different patterns of organization?
        • Informative and Closure Reports
        • Feasibility Reports
        • Justification Reports
      • What are the basic strategies for organizing information?
        • 1. Comparison/Contrast
        • 2. Problem-Solution
        • 3. Elimination of Alternatives
        • 4. General to Particular or Particular to General
        • 5. Geographic or Spatial
        • 6. Functional
        • 7. Chronological
      • Should I use the same style for reports as for other business documents?
        • 1. Say What You Mean
      • Building a Critical Skill Asking Specific and Polite Questions
        • 2. Tighten Your Writing
        • 3. Use Blueprints, Transitions, Topic Sentences, and Headings
    • Module 24 Long Reports
      • I’ve never written anything so long. How should I organize my time?
      • How do I create each of the parts of a formal report?
        • Title Page
        • Letter or Memo of Transmittal
        • Table of Contents
      • Building a Critical Skill Choosing a Long Report Format and Style
        • List of Illustrations
        • Executive Summary
        • Introduction
        • Background or History
        • Conclusions and Recommendations
    • Module 25 Using Visuals
      • What are stories, and how do I find them?
      • Does it matter what kind of visual I use?
      • What design conventions should I follow?
        • Tables
        • Pie Charts
        • Bar Charts
        • Line Graphs
      • Can I use color and clip art?
      • What else do I need to check for?
      • Building a Critical Skill Integrating Visuals into Your Text
      • Can I use the same visuals in my document and my presentation?
      • Unit Seven Job Hunting
  • Unit Seven Job Hunting
    • Module 26 Researching Jobs
      • What do I need to know about myself to job hunt?
      • What do I need to know about companies that might hire me?
      • Building a Critical Skill Choosing Whether to Stay or Go
      • Should I do information interviews?
      • What is the “hidden job market”? How do I tap into it?
      • What do I do if I’ve got a major weakness?
        • “All My Experience Is in My Family’s Business”
        • “I’ve Been Out of the Job Market for a While”
        • “I Want to Change Fields”
        • “I Was Fired”
        • “I Don’t Have Any Experience”
        • “I’m a Lot Older than They Want”
    • Module 27 Résumés
      • How can I encourage the employer to pay attention to my résumé?
      • Building a Critical Skill Using a Computer to Create Résumés
      • What kind of résumé should I use?
      • How do the two résumés differ?
        • Chronological Résumés
        • Skills Résumés
      • What parts of the two résumés are the same?
        • Contact Information
        • Summary of Qualifications
        • Education
        • Career Objective
        • Honors and Awards
        • References
      • What should I do if the standard categories don’t fit?
      • Should I limit my résumé to just one page?
      • How do I create a scannable résumé?
      • How should I prepare an online résumé?
      • Can I use a video résumé?
    • Module 28 Job Application Letters
      • What kind of letter should I use?
      • How are the two letters different?
        • The First Paragraph of a Solicited Letter
        • First Paragraphs of Prospecting Letters
        • Last Paragraphs
      • What parts of the two letters are the same?
        • Showing a Knowledge of the Position and the Company
        • Separating Yourself from Other Applicants
      • Building a Critical Skill Targeting a Specific Company in Your Letter
      • Can I use T-letters?
      • How long should my letter be?
      • How do I create the right tone?
        • You-Attitude
        • Positive Emphasis
      • The company wants an e-mail application. What should I do?
    • Module 29 Job Interviews
      • Why do I need an interview strategy?
      • What details should I think about?
        • What to Wear
        • What to Bring to the Interview
        • Note-Taking
        • How to Get There
      • Should I practice before the interview?
        • How to Act
        • Parts of the Interview
        • Stress Interviews
      • How should I answer traditional interview questions?
      • Building a Critical Skill Negotiating Salary and Benefits
      • How can I prepare for behavioral and situational interviews?
      • How can I prepare for phone or video interviews?
    • Module 30 Follow-Up Letters and Calls and Job Offers
      • What should I say in a follow-up phone call or letter?
      • What do I do if my first offer isn’t the one I most want?
      • Building a Critical Skill Being Enthusiastic
      • Is there anything else I should do?
  • Glossary
  • Polishing Your Prose Answers
  • Endnotes
  • Credits
  • Index
  • Back Cover