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Business Communication Today

THIRTEENTH EDITION

Courtland L. Bovée PROFESSOR OF BUSINESS COMMUNICATION C. ALLEN PAUL DISTINGUISHED CHAIR

GROSSMONT COLLEGE

John V. Thill CHAIRMAN AND CHIEF EXECUTIVE OFFICER GLOBAL COMMUNICATION STRATEGIES

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PART 1 Understanding the Foundations of Business Communication

CHAPTER 1 Professional Communication in a Digital, Social, Mobile World (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01)

CHAPTER 2 Collaboration, Interpersonal Communication, and Business Etiquette (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02)

CHAPTER 3 Communication Challenges in a Diverse, Global Marketplace (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch03#ch03)

No other skill can help your career in as many ways as communication. Discover what business communication is all about, why communication skills are essential to your career, how social and mobile technologies are revolutionizing business communication, and how to adapt your communication experiences in life and college to the business world. Improve your skills in such vital areas as team interaction, etiquette, listening, and nonverbal communication. Explore the advantages and the challenges of a diverse workforce, and develop the skills that every communicator needs to succeed in today’s global, multicultural business environment.

Anatoly Tiplyashin/Shutterstock

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1 Professional Communication in a Digital, Social, Mobile World

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Explain the importance of effective communication to your career and to the companies where you will work 2 Explain what it means to communicate as a professional in a business context 3 Describe the communication process model and the ways social media are changing the nature of business communication 4 Outline the challenges and opportunities of mobile communication in business 5 List four general guidelines for using communication technology effectively 6 De�ine ethics, explain the difference between an ethical dilemma and an ethical lapse, and list six guidelines for making ethical communication choices

MyBCommLab®

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COMMUNICATION CLOSE-UP AT JetBlue If you have ever worked in retail, customer service, or a similar job, you know what a challenge it can be to make sure each customer has a great experience with your company. Imagine the challenge of keeping 25 million customers happy. That’s how many passengers JetBlue carries every year—an average of roughly 70,000 customers per day.

As a relatively new airline, taking its �irst �light in 2000, JetBlue has always tried to differentiate itself from the older carriers in the business. A great example is its pioneering use of Twitter as a customer service platform. JetBlue joined Twitter in 2007, only a year after the microblogging service launched and well before most companies were aware of its potential for business communication. The company views its website as the central hub of its online presence, but social media (the company is quite active on Facebook as well) provide a vital connection between customers and the website. In fact, digital communication of all forms is so important that the company considers itself a digital brand.

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JetBlue’s use of social media for customer support coincides perfectly with air travelers’ use of mobile devices.

The airline was also one of the �irst companies to truly get the social part of social media—that Twitter and other systems were about more than just pushing information outward. Morgan Johnstone, the JetBlue communications staffer who got the company started on Twitter, recognized early on the power of listening via social media. He wanted to hear what people were saying about the company, whether it was plea for help during travel, a compliment for a company employee, or even an unpleasant criticism. This interaction became so valuable to the company that its Twitter team now has more than two dozen agents, all ready to interact in real time with the nearly 2 million travelers who follow the company on Twitter. They answer questions, resolve problems and complaints, and even rebook �lights on the spot if needed. Travelers who need assistance don’t have time to wait, and JetBlue boasts the fastest Twitter response time in the industry.

For a company that is all about moving people from point A to point B, it’s no surprise that mobile communication has become an essential part of JetBlue’s connection with its customers. Customers who ask for help or who post complaints on Twitter often do so on their mobile devices, whether they’re on their way to catch a �light, stuck in an airport trying to rebook on a different �light, or even on board an aircraft waiting to take off. Mobile is now a core element in the company’s communication strategy, with a mobile-friendly website and JetBlue smartphone apps. The company is considering adding such nifty features as augmented reality, which would let travelers hold up their smartphones in airports and see where restrooms, coffee shops, gates, and other vital facilities are located. However the company innovates as it moves forward, its focus will be on using digital, social, and mobile communication to make sure customers have the best possible experience.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note1)

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1 LEARNING OBJECTIVE Explain the importance of effective communication to your career and to the companies where you will work.

1.1 Understanding Why Communication Matters Whether it’s as simple as a smile or as ambitious as a social media customer support program (see the chapter opener on JetBlue), communication (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term3) is the process of transferring information and meaning between senders and receivers, using one or more written, oral, visual, or electronic media. The essence of communication is sharing—providing data, information, insights, and inspiration in an exchange that bene�its both you and the people with whom you are communicating.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note2) As Figure 1.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec1#ch1�ig1) indicates, this sharing can happen in a variety of ways, including simple and successful transfers of information, negotiations in which the sender and receiver arrive at an agreed-upon meaning, and unsuccessful attempts in which the receiver creates a different message than the one the sender intended.

Communication is the process of transferring information and meaning between senders and receivers.

You will invest a lot of time and energy in this course developing your communication skills, so it’s fair to ask whether the effort will be worthwhile. This section outlines the many ways in which good communication skills are critical for your career and for any company you join.

COMMUNICATION IS IMPORTANT TO YOUR CAREER You can have the greatest ideas in the world, but they’re no good to your company or your career if you can’t express them clearly and persuasively. Some jobs, such as sales and customer support, are primarily about communicating. In �ields such as engineering or �inance, you often need to share complex ideas with executives, customers, and colleagues, and your ability to connect with people outside your �ield can be as important as your technical expertise. If you have the entrepreneurial urge, you will need to communicate with a wide range of audiences—from investors, bankers, and government regulators to employees, customers, and business partners.

Ambition and great ideas aren’t enough; you need to be able to communicate with people in order to succeed in business.

The changing nature of employment is putting new pressure on communication skills, too. Many companies now supplement their permanent workforces with independent contractors who are brought on for a short period or even just a single project. Chances are you will spend some of your career as one of these independent freelancers, working without the support network that an established company environment provides. You will have to “sell yourself” into each new contract, communicate successfully in a wide range of work situations, and take full responsibility for your career growth and success.

If you launch a company or move into an executive role in an existing organization, you can expect communication to consume the majority of your time. Top executives spend most of their workdays communicating, and businesspeople who can’t communicate well don’t stand much chance of reaching the top.

In fact, improving your communication skills may be the single most important step you can take in your career. The world is full of good marketing strategists, good accountants, good engineers, and good attorneys—but it is not full of good communicators. View this as an opportunity to stand out from your competition in the job market.

Figure 1.1 Sharing Information

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These three exchanges between a software project manager (left) and his boss (right) illustrate the variety of ways in which information is shared between senders and receivers. In the top exchange, the sender’s meaning is transmitted intact to the receiver, who accepts what the sender says at face value. In the middle exchange, the sender and receiver negotiate the meaning by discussing the situation. The negotiated meaning is that everything is �ine so far, but the risk of a schedule slip is now higher than it was before. In the bottom exchange, the receiver has a negative emotional reaction to the word “think” and as a result creates her own meaning—that everything probably is not �ine, in spite of what the sender says.

Employers sometimes express frustration at the poor communication skills of many employees—particularly recent college graduates who haven’t yet learned how to adapt their communication styles to a professional business environment.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note3) If you learn to write well, speak well, listen well, and recognize the appropriate way to communicate in any situation, you’ll gain a major advantage that will serve you throughout your career.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note4)

Strong communication skills give you an advantage in the job market.

COMMUNICATION IS IMPORTANT TO YOUR COMPANY Aside from the personal bene�its, communication should be important to you because it is important to your company. Effective communication helps businesses in numerous ways. It provides5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note5)

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Check out the cutting edge of business communication

This Pinterest board created by the authors highlights some of the most important changes taking place in the �ield of business communication. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Effective communication yields numerous business bene�its.

Closer ties with important communities in the marketplace

Opportunities to in�luence conversations, perceptions, and trends

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Increased productivity and faster problem solving

Better �inancial results and higher return for investors

Earlier warning of potential problems, from rising business costs to critical safety issues

Stronger decision making based on timely, reliable information

Clearer and more persuasive marketing messages

Greater employee engagement with their work, leading to higher employee satisfaction and lower employee turnover

WHAT MAKES BUSINESS COMMUNICATION EFFECTIVE? Effective communication strengthens the connections between a company and all of its stakeholders (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term28) —those groups affected in some way by the company’s actions: customers, employees, shareholders, suppliers, neighbors, the community, the nation, and the world as a whole.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note6) To make your communication efforts as effective as possible, focus on making them practical, factual, concise, clear, and persuasive:

Provide practical information. Give recipients useful information, whether it’s to help them perform a desired action or understand a new company policy.

Give facts rather than vague impressions. Use concrete language, speci�ic detail, and information that is clear, convincing, accurate, and ethical. Even when an opinion is called for, present compelling evidence to support your conclusion.

Present information in a concise, ef�icient manner. Concise messages show respect for people’s time, and they increase the chances of a positive response.

Clarify expectations and responsibilities. Craft messages to generate a speci�ic response from a speci�ic audience. When appropriate, clearly state what you expect from audience members or what you can do for them.

Offer compelling, persuasive arguments and recommendations. Show your readers precisely how they will bene�it by responding the way you want them to respond to your message.

Keep these �ive important characteristics in mind as you compare the ineffective and effective versions of the message in Figure 1.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#ch1�ig2) .

Effective messages are practical, factual, concise, clear, and persuasive.

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2 LEARNING OBJECTIVE Explain what it means to communicate as a professional in a business context.

1.2 Communicating as a Professional You’ve been communicating your entire life, of course, but if you don’t have a lot of work experience yet, meeting the expectations of a professional environment might require some adjustment. A good place to start is to consider what it means to be a professional. Professionalism (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term25) is the quality of performing at a high level and conducting oneself with purpose and pride. It means doing more than putting in the hours and collecting a paycheck: True professionals go beyond minimum expectations and commit to making meaningful contributions. Professionalism can be broken down into six distinct traits: striving to excel, being dependable and accountable, being a team player, demonstrating a sense of etiquette, making ethical decisions, and maintaining a positive outlook (see Table 1.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#ch1tab1) ).

TABLE 1.1 Elements of Professionalism Trait What It Means

Be the best Pros strive to excel, to be the best they can be at everything they do.

Excelling at every level is how pros build a great career.

Be dependable Pros keep their promises and meet their commitments.

Pros learn from their mistakes and take responsibility for their errors.

Be a team player Pros know how to contribute to a larger cause.

Team players make others around them better.

Be respectful Pros know that good business etiquette is a sign of respect for those around them.

Respecting others is not only good etiquette, it’s good for one’s career.

Be ethical Responsible professionals strive to avoid ethical lapses.

Pros weigh their options carefully when facing ethical dilemmas.

Be positive Successful people believe in what they’re doing and in themselves.

Pros don’t complain about problems; they �ind them and �ix them.

Figure 1.2 Effective Professional Communication

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At �irst glance, this email message looks like a reasonable attempt at communicating with the members of a project team. However, review the blue annotations to see just how many problems the message really has.

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A key message to glean from Table 1.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#ch1tab1) is how much these elements of professionalism depend on effective communication. For example, to be a team player, you have to be able to collaborate, resolve con�licts, and interact with a wide variety of personalities. Without strong communication skills, you won’t be able to perform to your potential—and others won’t recognize you as the professional you’d like to be.

Communication is an essential part of being a successful professional.

This section offers a brief look at the skills employers will expect you to have, the nature of communication in an organizational environment, and the importance of adopting an audience-centered approach.

UNDERSTANDING WHAT EMPLOYERS EXPECT FROM YOU Today’s employers expect you to be competent at a wide range of communication tasks. Fortunately, the skills employers expect from you are the same skills that will help you advance in your career:7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note7)

Recognizing information needs, using ef�icient search techniques to locate reliable sources of information, particularly from online sources, and using gathered information ethically; this collection of skills is often referred to as digital information �luency8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note8)

Organizing ideas and information logically and completely

Expressing ideas and information coherently and persuasively

Actively listening to others

Communicating effectively with people from diverse backgrounds and experiences

Using communication technologies effectively and ef�iciently

Following accepted standards of grammar, spelling, and other aspects of high-quality writing and speaking

Communicating in a civilized manner that re�lects contemporary expectations of business etiquette, even when dealing with indifferent or hostile audiences

Communicating ethically, even when choices aren’t crystal clear

Managing your time wisely and using resources ef�iciently

You’ll have the opportunity to practice these skills throughout this course—but don’t stop there. Successful professionals continue to hone communication skills throughout their careers.

Employers expect you to possess a wide range of communication skills.

COMMUNICATING IN AN ORGANIZATIONAL CONTEXT

THE ART OF PROFESSIONALISM

Maintaining a Con�ident, Positive Outlook

Spend a few minutes around successful people in any �ield, and chances are you’ll notice how optimistic they are. They believe in what they’re doing, and they believe in themselves and their ability to solve problems and overcome obstacles.

Being positive doesn’t mean displaying mindless optimism or spewing happy talk all the time. It means acknowledging that things may be dif�icult but then buckling down and getting the job done anyway. It means no whining and no slacking off, even when the going gets tough. We live in an imperfect world, no question—jobs can be boring or dif�icult, customers can be unpleasant, and bosses can be unreasonable. But when you’re a pro, you �ind a way to power through.

Your energy, positive or negative, is contagious. Both in person and online, you’ll spend as much time with your colleagues as you spend with family and friends. Personal demeanor is, therefore, a vital element of workplace harmony. No one expects (or wants) you to be arti�icially upbeat and bubbly every second of the day, but one negative personality can make an entire of�ice miserable and unproductive. Every person in a company has a responsibility to contribute to a positive, energetic work environment.

CAREER APPLICATIONS

1. Do you have an ethical obligation to maintain a positive outlook on the job? Why or why not?

2. How can you lift your spirits when work is dragging you down?

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The formal communication network mirrors the company’s organizational structure.

In addition to having the proper skills, you need to learn how to apply those skills in the business environment, which can be quite different from the social and scholastic environments you are accustomed to. Every organization has a formal communication network (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term19) , in which ideas and information �low along the lines of command (the hierarchical levels) in the company’s organization structure (see Figure 1.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#ch1�ig3) ). Throughout the formal network, information �lows in three directions. Downward communication �lows from executives to employees, conveying executive decisions and providing information that helps employees do their jobs. Upward communication �lows from employees to executives, providing insight into problems, trends, opportunities, grievances, and performance, thus allowing executives to solve problems and make intelligent decisions. Horizontal communication �lows between departments to help employees share information, coordinate tasks, and solve complex problems.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note9)

Figure 1.3 Formal Communication Network

The formal communication network is de�ined by the relationships between the various job positions in the organization. Messages can �low upward (from a lower-level employee to a higher-level employee), downward (from a higher-level employee to a lower-level employee), and horizontally (across the organization, between employees at the same or similar levels).

Every organization also has an informal communication network (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term20) , often referred to as the grapevine or the rumor mill, which encompasses all communication that occurs outside the formal network. Some of this informal communication takes place naturally as a result of employee interaction on the job and in social settings, and some of it takes place when the formal network doesn’t provide information that employees want. In fact, the inherent limitations of formal communication networks helped spur the growth of social media in the business environment.

ADOPTING AN AUDIENCE-CENTERED APPROACH An audience-centered approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term1) involves understanding and respecting the members of your audience and making every effort to get your message across in a way that is meaningful to them. This approach is also known as adopting the “you” attitude (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term30) , in contrast to messages that are about “me.” Learn as much as possible about the biases, education, age, status, style, and personal and professional concerns of your receivers. If you’re addressing people you don’t know and you’re unable to �ind out more about them, try to project yourself into their position by using common sense and imagination. This ability to relate to the needs of others is a key part of emotional intelligence, which is widely considered to be a vital characteristic of successful managers and leaders.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note10) The more you know about the people you’re communicating with, the easier it will be to concentrate on their needs—which, in turn, will make it easier for them to hear your message, understand it, and respond positively.

An audience-centered approach involves understanding, respecting, and meeting the needs of your audience members.

Etiquette, the expected norms of behavior in any particular situation, can have a profound in�luence on your company’s success and your career.

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A vital element of audience-centered communication is etiquette (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term17) , the expected norms of behavior in any particular situation. In today’s hectic, competitive world, etiquette might seem a quaint and outdated notion. However, the way you conduct yourself and interact with others can have a profound in�luence on your company’s success and your career. When executives hire and promote you, they expect your behavior to protect the company’s reputation. The more you understand such expectations, the better chance you have of avoiding career- damaging mistakes. The principles of etiquette discussed in Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) will help you communicate with an audience-centered approach in a variety of business settings.

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3 LEARNING OBJECTIVE Describe the communication process model and the ways social media are changing the nature of business communication.

1.3 Exploring the Communication Process Even with the best intentions, communication efforts can fail. Messages can get lost or simply ignored. The receiver of a message can interpret it in ways the sender never imagined. In fact, two people receiving the same information can reach different conclusions about what it means.

Fortunately, by understanding communication as a process with distinct steps, you can improve the odds that your messages will reach their intended audiences and produce their intended effects. This section explores the communication process in two stages: �irst by following a message from one sender to one receiver in the basic communication model and then by expanding on that approach with multiple messages and participants in the social communication model.

Viewing communication as a process helps you identify steps you can take to improve your success as a communicator.

THE BASIC COMMUNICATION MODEL By viewing communication as a process (Figure 1.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#ch1�ig4) ), you can identify and improve the skills you need to be more successful. Many variations on this process model exist, but these eight steps provide a practical overview:

1. The sender has an idea. Whether a communication effort will ultimately be effective starts right here and depends on the nature of the idea and the motivation for sending it. For example, if your motivation is to offer a solution to a problem, you have a better chance of crafting a meaningful message than if your motivation is merely to complain about a problem.

2. The sender encodes the idea as a message. When someone puts an idea into a message (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term23) —which you can think of as the “container” for an idea—he or she is encoding (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term11) it, or expressing it in words or images. Much of the focus of this course is on developing the skills needed to successfully encode your ideas into effective messages.

3. The sender produces the message in a transmittable medium. With the appropriate message to express an idea, the sender now needs a communication medium (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term6) to present that message to the intended audience. To update your boss on the status of a project, for instance, you might have a dozen or more media choices, from a phone call to an instant message to a slideshow presentation.

The medium is the form a message takes and the channel is the system used to deliver the message.

Figure 1.4 The Basic Communication Process

This eight-step model is a simpli�ied view of how communication works in real life; understanding this basic model is vital to improving your communication skills.

4. The sender transmits the message through a channel. Just as technology continues to increase the number of media options at your disposal, it continues to provide new communication channels (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term5) you can use to transmit your messages. The distinction between medium and channel can get a bit murky, but think of the medium as the form a message takes (such as a Twitter update) and the channel as the system used to deliver the message (such as a mobile phone).

5. The audience receives the message. If the channel functions properly, the message reaches its intended audience. However, mere arrival at the destination is no guarantee that the message will be noticed or understood correctly. As “How Audiences Receive Messages” (page 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#page_12) ) explains, many messages are either ignored or misinterpreted as noise.

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Figure 1.5 Competing for the Audience’s Attention

Most business messages have to compete for an audience’s attention, and the situation is even more challenging with mobile audiences.

Source: Maridav/Shutterstock

6. The audience decodes the message. After a message is received, the receiver needs to extract the idea from the message, a step known as decoding (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term9) . “How Audiences Decode Messages” (page 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#page_13) ) takes a closer look at this complex and subtle step in the process.

7. The audience responds to the message. By crafting messages in ways that show the bene�its of responding, senders can increase the chances that recipients will respond in positive ways. However, as “How Audiences Respond to Messages” (page 14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#page_14) ) points out, whether a receiver responds as the sender hopes depends on the receiver (a) remembering the message long enough to act on it, (b) being able to act on it, and (c) being motivated to respond.

8. The audience provides feedback to the sender. In addition to responding (or not responding) to the message, audience members may give feedback (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term18) that helps the sender evaluate the effectiveness of the communication effort. Feedback can be verbal (using written or spoken words), nonverbal (using gestures, facial expressions, or other signals), or both. Just like the original message, however, this feedback from the receiver also needs to be decoded carefully. A smile, for example, can have many meanings.

Considering the complexity of this process—and the barriers and distractions that often stand between sender and receiver—it should come as no surprise that communication efforts often fail to achieve the sender’s objective. Fortunately, the better you understand the process, the more successful you’ll be.

The following sections take a closer look at two important aspects of the process: environmental barriers that can block or distort messages and the steps audiences take to receive, decode, and respond to messages.

Barriers in the Communication Environment

Within any communication environment, messages can be disrupted by a variety of communication barriers (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term4) . These barriers include noise and distractions, competing messages, �ilters, and channel breakdowns:

A number of barriers can block or distort messages before they reach the intended audience.

Noise and distractions. External distractions range from uncomfortable meeting rooms to computer screens cluttered with instant messages and reminders popping up all over the place. Internal distractions are thoughts and emotions that prevent audiences from focusing on incoming messages. The common habit of multitasking— attempting more than one task at a time—is practically guaranteed to create communication distractions. Moreover, research suggests that “chronic multitasking” can reduce productivity and increase errors.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note11) As more communication takes place on mobile devices, the need to insulate yourself from noise and distractions is going to keep growing.

Competing messages. Having your audience’s undivided attention is a rare luxury. In most cases, you must compete with other messages that are trying to reach your audience at the same time—particularly for mobile audiences (see Figure 1.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#ch1�ig5) on the next page).

Filters. Messages can be blocked or distorted by �ilters, any human or technological interventions between the sender and the receiver. Filtering can be both intentional (such as automatically �iling incoming messages based on sender or content) or unintentional (such as an overly aggressive spam �ilter that deletes legitimate emails). As mentioned earlier, the structure and culture of an organization can also inhibit the �low of vital messages. And, in some cases, the people or companies you rely on to deliver your message can distort it or �ilter it to meet their own needs.

Channel breakdowns. Sometimes the channel simply breaks down and fails to deliver your message at all. A colleague you were counting on to deliver a message to your boss might have forgotten to do so, or a computer server might have crashed and prevented your blog from updating.

Everyone in an organization can help minimize barriers and distractions. As a communicator, try to be aware of any barriers that could prevent your messages from reaching their intended audiences. As a manager, keep an eye out for any organizational barriers that could be inhibiting the �low of information. In any situation, a small dose of common sense and courtesy goes a long way. Turn off that mobile phone before you step into a meeting. Don’t talk across the tops of other people’s cubicles. Be sensitive to personal differences, too; for instance, some people enjoy working with music on, but music is a huge distraction for others.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note12)

Finally, take steps to insulate yourself from distractions. Don’t let messages interrupt you every minute of the day. Instead, set aside time to attend to messages all at once so that you can focus the rest of the time.

Minimizing barriers and distractions in the communication environment is everyone’s responsibility.

Inside the Mind of Your Audience

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After a message works its way through the communication channel and reaches the intended audience, it encounters a whole new set of challenges. Understanding how audiences receive, decode, and respond to messages will help you create more effective messages.

How Audiences Receive Messages For an audience member to receive a message, three events need to occur: The receiver has to sense the presence of a message, select it from all the other messages clamoring for attention, and perceive it as an actual message (as opposed to random, pointless noise).13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note13) You can appreciate the magnitude of this challenge by driving down any busy street in a commercial section of town. You’ll encounter hundreds of messages—billboards, posters, store window displays, car stereos, pedestrians waving or talking on mobile phones, car horns, street signs, traf�ic lights, and so on. However, you’ll sense, select, and perceive only a small fraction of these messages.

To actually receive a message, audience members need to sense it, select it, then perceive it as a message.

Today’s business audiences are much like drivers on busy streets. They are inundated with so many messages and so much noise that they can miss or ignore many of the messages intended for them. Through this course, you will learn a variety of techniques to craft messages that get noticed. In general, follow these �ive principles to increase your chances of success:

To improve the odds that your messages will be successfully perceived by your audience, pay close attention to expectations, ease of use, familiarity, empathy, and technical compatibility.

Consider audience expectations. Deliver messages using the media and channels that the audience expects. If colleagues expect meeting notices to be delivered by email, don’t suddenly switch gears and start delivering the notices via blog postings without telling anyone. Of course, sometimes going against expectations can stimulate audience attention, which is why advertisers sometimes do wacky and creative things to get noticed. However, for most business communication efforts, following the expectations of your audience is the most ef�icient way to get your message across.

Ensure ease of use. Even if audiences are actively looking for your messages, they probably won’t see the messages if you make them hard to �ind, hard to navigate, or hard to read.

Emphasize familiarity. Use words, images, and designs that are familiar to your audience. For example, most visitors to company websites expect to see information about the company on a page called “About” or “About Us.”

Practice empathy. Make sure your messages speak to the audience by clearly addressing their wants and needs—not yours. People are inclined to notice messages that relate to their individual concerns.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note14)

Design for compatibility. For the many messages delivered electronically these days, be sure to verify technological compatibility with your audience. For instance, if your website requires visitors to have a particular video capability in their browsers, you won’t reach those audience members who don’t have that software installed or updated.

How Audiences Decode Messages A received message doesn’t “mean” anything until the recipient decodes it and assigns meaning to it, and there is no guarantee the receiver will assign the same meaning the sender intended. Even well-crafted, well-intentioned communication efforts can fail at this stage because assigning meaning through decoding is a highly personal process that is in�luenced by culture, individual experience, learning and thinking styles, hopes, fears, and even temporary moods. Moreover, audiences tend to extract the meaning they expect to get from a message, even if it’s the opposite of what the sender intended.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note15) In fact, rather than “extract” your meaning, it’s more accurate to say that your audience members re-create their own meaning—or meanings—from the message.

Decoding is a complex process; receivers often extract different meanings from messages than what the sender intended.

Cultural and personal beliefs and biases in�luence the meaning audiences get from messages. For instance, the human brain organizes incoming sensations into a mental “map” that represents the person’s individual perception (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term24) of reality. If an incoming detail doesn’t �it into that perception, a message recipient may simply distort the information to make it �it rather than rearrange his or her mental map—a phenomenon known as selective perception (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term26) .16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note16) For example, an executive who has staked her reputation on a particular business strategy might distort or ignore evidence that suggests the strategy is failing.

Selective perception occurs when people ignore or distort incoming information to �it their preconceived notions of reality.

Differences in language and usage also in�luence received meaning. If you ask an employee to send you a report on sales �igures “as soon as possible,” does that mean within 10 seconds, 10 minutes, or 10 days? By clarifying expectations and resolving potential ambiguities in your messages, you can minimize such uncertainties. In general, the more experiences you share with another person, the more likely you are to share perception and thus share meaning (see Figure 1.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#ch1�ig6) ).

Individual thinking styles are another important factor in message decoding. For example, someone who places a high value on objective analysis and clear logic might interpret a message differently than someone who values emotion or intuition (reaching conclusions without using rational processes).

Figure 1.6 How Shared Experience Affects Understanding

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The more two people or two groups of people share experiences—personal, professional, and cultural—the more likely it is that receivers will extract the intended meanings senders encode into the messages.

How Audiences Respond to Messages Your message has been delivered, received, and correctly decoded. Now what? Will audience members respond in the way you’d like them to? Only if three events occur.

First, the recipient has to remember the message long enough to act on it. Simplifying greatly, memory works in several stages: Sensory memory momentarily captures incoming data from the senses; then, whatever the recipient pays attention to is transferred to short-term memory. Information in short-term memory will quickly disappear if it isn’t transferred to long-term memory, which can be done either actively (such as when a person memorizes a list of items) or passively (such as when a new piece of information connects with something else the recipient already has stored in long-term memory). Finally, the information needs to be retrieved when the recipient wants to act on it.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note17) In general, people �ind it easier to remember and retrieve information that is important to them personally or professionally. Consequently, by communicating in ways that are sensitive to your audience’s wants and needs, you greatly increase the chance that your messages will be remembered and retrieved.

Audiences will likely respond to a message if they remember it, if they’re able to respond, and if they’re properly motivated to respond.

Second, the recipient has to be able to respond as you wish. Obviously, if recipients simply cannot do what you want them to do, they will not respond according to your plan. By understanding your audience (you’ll learn more about audience analysis in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) ), you can work to minimize these unsuccessful outcomes.

Third, the recipient has to be motivated to respond. You’ll encounter many situations in which your audience has the option of responding but isn’t required to. For instance, a record company may or may not offer your band a contract, or your boss may or may not respond to your request for a raise. Throughout this course, you’ll learn techniques for crafting messages that can help motivate readers to respond positively to your messages.

By explaining how audiences will bene�it by responding positively to your messages, you’ll increase their motivation to respond.

THE SOCIAL COMMUNICATION MODEL The basic model presented in Figure 1.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#ch1�ig4) illustrates how a single idea moves from one sender to one receiver. In a larger sense, it also helps represent the traditional nature of much business communication, which was primarily de�ined by a publishing or broadcasting mindset. Externally, a company issued carefully scripted messages to a mass audience that often had few options for responding to those messages or initiating messages of their own. Customers and other interested parties had few ways to connect with one another to ask questions, share information, or offer support. Internally, communication tended to follow the same “we talk, you listen” model, with upper managers issuing directives to lower- level supervisors and employees.

However, in recent years, a variety of technologies have enabled and inspired a new approach to business communication. In contrast to the publishing mindset, this social communication model (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term27) is interactive, conversational, and usually open to all who wish to participate. Audience members are no longer passive recipients of messages but active participants in a conversation. Social media have given customers and other stakeholders a voice they did not have in the past. And businesses are listening to that voice. In fact, one of the most common uses of social media among U.S. businesses is monitoring online discussions about a company and its brands.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note18)

The conversational and interactive social communication model is revolutionizing business communication.

Instead of transmitting a �ixed message, a sender in a social media environment initiates a conversation by sharing valuable information. This information is often revised and reshaped by the web of participants as they share it and comment on it. People can add to it or take pieces from it, depending on their needs and interests.

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Just as the term “Web 2.0” has been applied to the second generation of World Wide Web technologies (blogs, wikis, and other social media tools), “Business Communication 2.0” is a convenient label for this approach to business communication. Figure 1.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec9#ch1�ig7) lists some of the signi�icant differences between traditional and social models of business communication.

The Business Communication 2.0 approach can increase the speed of communication, lower cost, improve access to expertise, and boost employee satisfaction.

The social communication model offers many advantages, but it has a number of disadvantages as well. Potential problems include information overload, fragmented attention, information security risks, distractions that hurt productivity, the need to monitor and respond to numerous conversational threads, and blurring of the line between personal and professional lives, which can make it dif�icult for people to disconnect from work.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note19)

For all their advantages, social media tools also present a number of communication challenges.

Figure 1.7 Business Communication: 1.0 versus 2.0

Business Communication 2.0 differs from conventional communication strategies and practices in a number of signi�icant ways. You’re probably already an accomplished user of many new-media tools, and this experience will help you on the job.

Of course, no company, no matter how enthusiastically it embraces the social communication model, is going to be run as a club in which everyone has a say in every business matter. Instead, a hybrid approach is emerging in which some communications (such as strategic plans and policy documents) follow the traditional approach, while others (such as project management updates and customer support messages) follow the social model.

You can learn more about business uses of social media in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .

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4 LEARNING OBJECTIVE Outline the challenges and opportunities of mobile communication in business.

1.4 The Mobile Revolution As much of a game-changer as social media have been, some experts predict that mobile communication will change the nature of business and business communication even more. Venture capitalist Joe Schoendorf says that “Mobile is the most disruptive technology that I have seen in 48 years in Silicon Valley.”20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note20) Researcher Maribel Lopez calls mobile “the biggest technology shift since the Internet.”21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note21)

Companies recognize the value of integrating mobile technology, from internal communication to banking to retail. Mobile apps and communication systems can boost employee productivity, help companies form closer relationships with customers and business partners, and spur innovation in products and services. Given the advantages and the rising expectations of employees and customers, �irms on the leading edge of the mobile revolution are working to integrate mobile technology throughout their organizations.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note22)

This section offers a high-level view of the mobile revolution, and you’ll see coverage of speci�ic topics integrated throughout the book, in everything from collaborative writing and research to presentations and job search strategies.

Mobile devices are rapidly taking over as the primary communication platform for many business professionals.

THE RISE OF MOBILE AS A COMMUNICATION PLATFORM

REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

The mobile business advantage

Hear how leading-edge companies are adapting to take advantage of mobile communication. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Whether it’s emailing, social networking, watching video, or doing research, the percentage of communication and media consumption performed on mobile devices continues to grow. For millions of people around the world, a mobile device is their primary way, if not their only way, to access the Internet. Globally, roughly 80 percent of Internet users access the web at least some of the time with a mobile device.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note23)

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

The mobile revolution by the numbers

Explore dozens of statistical measures that show the impact of mobile communication. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Mobile has become the primary communication tool for many business professionals, including a majority of executives under age 40.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note24) Email and web browsing rank �irst and second in terms of the most common nonvoice uses of smart-phones, and more email messages are now opened on mobile devices than on PCs.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note25) Roughly half of U.S. consumers use a mobile device exclusively for their online search needs, and many online activities that eventually migrate to a PC screen start out on a mobile screen.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note26) For many people, the fact that a smartphone can make phone calls is practically a secondary consideration; data traf�ic from mobile devices far outstrips voice traf�ic.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note27)

Moreover, mobile phones—particularly smartphones—have become intensely personal devices in ways that PCs never did. For many users, the connection is so close they can feel a sense of panic when they don’t have frequent access to their phones.28

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Figure 1.8 The In�luence of Mobile Technology on Business Communication

When people are connected to information sources for most of their waking hours, either through a mobile device or wearable technology, the communication experience can start to resemble an endless conversation.

Source: Sergio Azenha/Alamy

(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note28) When people are closely connected to their phones, day and night, they are more closely connected to all the information sources, conversations, and networks that those phones can connect to. As a result, mobile connectivity can start to resemble a continuous stream of conversations that never quite end, which in�luences the way businesses need to interact with their stakeholders. If wearable technologies such as Google Glass become mainstream devices, they will contribute even more to this shift in behaviors (see Figure 1.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec16#ch1�ig8) ).

The parallels between social media and mobile communication are striking: Both sets of technologies change the nature of communication, alter the relationships between senders and receivers, create opportunities as well as challenges, and force business professionals to hone new skills. In fact, much of the rise in social communication can be attributed to the connectivity made possible by mobile devices. Companies that work to understand and embrace mobile, both internally and externally, stand the best chance of capitalizing on this monumental shift in the way people communicate.

People who grew up with mobile phones often expect to have the same level of connectivity as customers and as employees.

HOW MOBILE TECHNOLOGIES ARE CHANGING BUSINESS COMMUNICATION The rise of mobile communication has some obvious implications, such as the need for websites to be mobile friendly. If you’ve ever tried to browse a conventional website on a tiny screen or �ill in complicated online forms using the keypad on your phone, you know how frustrating the experience can be. Increasingly, users expect websites to be mobile friendly, and they’re likely to avoid sites that aren’t optimized for mobile.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note29) As mobile access overtakes computer-based access, some companies now take a mobile-�irst approach, in which websites are designed for optimum viewing on smart-phones and tablets.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note30) Another successful approach is creating mobile apps that offer a more interactive and mobile-friendly experience than a conventional website can offer.

However, device size and portability are only the most obvious changes. Just as with social media, the changes brought about by mobile go far deeper than the technology itself. Mobile changes the way people communicate, which has profound implications for virtually every aspect of business communication.

Social media pioneer Nicco Mele coined the term radical connectivity to describe “the breathtaking ability to send vast amounts of data instantly, constantly, and globally.”31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note31) Mobile plays a major and ever-expanding role in this phenomenon by keeping people connected 24/7, wherever they may be. People who’ve grown up with mobile communication technology expect to have immediate access to information and the ability to stay connected to their various social and business networks.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note32)

Here are the most signi�icant ways mobile technology is changing the practice of business communication:

Constant connectivity is a mixed blessing. As with social media, mobile connectivity can blur the boundaries between personal and professional time and space, preventing people from fully disengaging from work during personal and family time. On the other hand, it can give employees more �lexibility to meet their personal and professional obligations.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note33) In this regard, mobile plays an important role in efforts to reduce operating costs through telecommuting and other nontraditional work models.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note34)

Constant connectivity is a mixed blessing; you can work from anywhere at any time, but it’s more dif�icult to disconnect from work and recharge yourself.

Small mobile displays and sometimes-awkward input technologies present challenges for creating and consuming content, whether it’s typing an email message or watching a video. As you’ll read in Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) , for example, email messages need to be written and formatted differently to make them easier to read on mobile devices.

Mobile users are often multitasking—roughly half of mobile phone usage happens while people are walking, for instance—so they can’t give full attention to the information on their screens.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note35) Moreover, mobile use often occurs in environments with multiple distractions and barriers to successful communication.

Mobile communication, particularly text messaging, has put pressure on traditional standards of grammar, punctuation, and writing in general. Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) has more on this topic.

Mobile devices can serve as sensory and cognitive extensions.36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note36) For example, they can help people experience more of their environment (such as augmented reality apps that superimpose information on a live camera view) and

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have instant access to information without relying on faulty and limited human memory. The addition of location-aware content, such as facility maps and property information, enhances the mobile experience.

Mobile devices create a host of security and privacy concerns, for end users and corporate technology managers alike.37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note37) Companies are wrestling with the “bring your own device” or “BYOD” phenomenon, in which employees want to be able to access company networks and �iles with their personal smartphones and tablets, both in the of�ice and away from it. However, these devices don’t always have the rigorous security controls that corporate networks need, and users don’t always use the devices in secure ways.

Mobile tools can enhance productivity and collaboration by making it easier for employees to stay connected and giving them access to information and work tasks during forced gaps in the workday or while traveling.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note38)

Mobile apps can assist in a wide variety of business tasks, from research to presentations (see Figure 1.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec16#ch1�ig9) ).39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note39)

Figure 1.9 Mobile Communication: Opportunities and Challenges

From 24/7 connectivity to business-oriented apps that let professionals perform work tasks on the go (such as making notes for a presentation, as shown here on the mobile version of PowerPoint), mobile technology is revolutionizing business communication.

Source: Microsoft Of�ice 365 app

Mobile connectivity can accelerate decision making and problem solving by putting the right information in the hands of the right people at the right time. For example, if the people in a decision-making meeting need more information, they can do the necessary research on the spot.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note40) Mobile communication also makes it easier to quickly tap into pockets of expertise within a company.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note41) Customer service can be improved by making sure technicians and other workers always have the information they need right at hand.42 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note42) Companies can also respond and communicate faster during crises.43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note43)

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With interactivity designed to take advantage of the capabilities of mobile devices (including cameras, accelerometers, compasses, and GPS), companies can create more engaging experiences for customers and other users.44 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note44)

The mobile revolution complicates business communication in some ways, but it can enhance communication in many ways if done thoughtfully. You’ll read more about mobile in the chapters ahead.

Collaboration and problem solving are two key areas where mobile connectivity can boost productivity by enabling real-time interaction and access to vital information.

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5 LEARNING OBJECTIVE List four general guidelines for using communication technology effectively.

1.5 Using Technology to Improve Business Communication Today’s businesses rely heavily on technology to enhance communication. In fact, many of the technologies you might use in your personal life, from microblogs to video games, are also used in business. You will �ind technology discussed extensively throughout this book, with speci�ic advice on using both common and emerging tools. The four-page photo essay “Powerful Tools for Communicating Ef�iciently” (see pages 20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec19#page_20) –23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec19#page_23) ) provides an overview of the technologies that connect people in of�ices, factories, and other business settings.

However, anyone who has used advanced technology knows the bene�its are not automatic. Poorly designed or inappropriately used technology can hinder communication more than help. To communicate effectively, learn to keep technology in perspective, guard against information overload and information addiction, use technological tools productively, and disengage from the computer frequently to communicate in person.

MOBILE APPS

Pocket collects content you’d like to read or view later and syncs it across your mobile devices.

KEEPING TECHNOLOGY IN PERSPECTIVE Perhaps the single most important point to remember about technology is that it is simply a tool, a means by which you can accomplish certain tasks. Technology is an aid to interpersonal communication, not a replacement for it. Technology can’t think for you or communicate for you, and if you lack some essential skills, technology can’t �ill in the gaps. Throughout the text, you’ll see advice on keeping the focus on your messages and your audiences, and using technology to enhance the communication process.

Don’t rely too much on technology or let it overwhelm the communication process.

GUARDING AGAINST INFORMATION OVERLOAD The overuse or misuse of communication technology can lead to information overload (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term21) , in which people receive more information than they can effectively process. Information overload makes it dif�icult to discriminate between useful and useless information, lowers productivity, and ampli�ies employee stress both on the job and at home—even to the point of causing health and relationship problems.45 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note45)

Information overload results when people receive more information than they can effectively process.

You often have some level of control over the number and types of messages you choose to receive. Use the �iltering features of your communication systems to isolate high-priority messages that deserve your attention. Also, be wary of subscribing to too many Twitter streams and other sources. Focus on the information you truly need in order to do your job.

As a sender, you can help reduce information overload by making sure you don’t send unnecessary messages. In addition, when you send messages that aren’t urgent or crucial, let people know so they can prioritize. Also, most communication systems let you mark messages as urgent; however, use this feature only when it is truly needed. Its overuse leads to annoyance and anxiety, not action.

An important step in reducing information overload is to avoid sending unnecessary messages.

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT:

It’s All Fun and Games—and Effective Business Communication

The fact that millions of people spend billions of hours playing games on their mobile devices is not lost on companies looking for ways to enhance communication with employees and customers. Whether they feature skill, chance, or compelling storylines, successful games try to engage users intellectually and emotionally—just as successful business communicators try to do.

Gami�ication is the addition of game-playing aspects to an activity or a process with the goal of increasing user engagement, and it’s a natural for social media and mobile devices. Foursquare’s check-in competitions, in which the person who “checks in” using Foursquare the most times during a 60-day window is crowned the “mayor” of that location, are one of the best-known uses of gami�ication. Foursquare wasn’t invented as a way for people to become imaginary

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mayors of places they shop or eat, of course. It is an advertising platform that relies on user activity and user-generated content, and the game element encourages people to use the app more frequently.

Foursquare is a simple example of gami�ication, but other companies are pushing the concept in new ways to engage and motivate employees and other stakeholders. For example, Bunchball’s Nitro software applies gami�ication concepts to a number of business communication platforms. On a customer- service system, the software rewards employees for increasing their productivity, meeting their service commitments to customers, and sharing knowledge with their colleagues. On several collaboration and brainstorming systems, gami�ication encourages people to make more connections, share ideas, and boost their in�luence within a community.

Gami�ication is also a key strategy for many companies trying to improve customer loyalty. Badgeville’s Reputation Mechanics system, for example, boosts the pro�ile of knowledgeable customers who share expertise on social media sites and other online forums. By rewarding their product champions (see page 329 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec22#page_329) ) this way, companies encourage them to keep contributing their expertise, thereby helping other customers be successful and satis�ied.

Incidentally, if you are in the Millennial generation, those born between 1981 and 1995, you’re a special target of gami�ication in the workplace and the marketplace, given your generation’s enthusiasm for video games. Don’t be surprised to �ind more gami�ied apps and systems on the job and everywhere you turn as a consumer.

CAREER APPLICATIONS

1. Gami�ication is about in�luencing employee and customer behaviors in ways that bene�it a company. Is this ethical? Explain your answer.

2. Assume a company provides a job-search game app that helps you navigate your way through applying for a job, explore various job openings, and understand what it would be like to work there. Would the app make you feel more positively about the company, or would you �ind that using a game for this purpose would trivialize something as important as your job search? Explain you answer.

Sources: Bunchball website, accessed 23 February 2014, www.bunchball.com (http://www.bunchball.com) ; Badgeville website, accessed 23 February 2014, http://badgeville.com (http://badgeville.com) ; Foursquare for Business website, accessed 23 February 2014, http://business.foursquare.com (http://business.foursquare.com) ; Christopher Swan, “Gami�ication: A New Way to Shape Behavior,” Communication World, May–June 2012, 13–14.

USING TECHNOLOGICAL TOOLS PRODUCTIVELY Facebook, Twitter, YouTube, and other technologies are key parts of what has been called the “information technology paradox,” in which information tools can waste as much time as they save. Concerns over inappropriate use of social networking sites, for example, have led many companies to ban employees from accessing them during work hours.46 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note46)

Inappropriate web use not only distracts employees from work responsibilities, it can leave employers open to lawsuits for sexual harassment if inappropriate images are displayed in or transmitted around the company.47 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note47) Social media have created another set of managerial challenges, given the risk that employee blogs or social networking pages can expose con�idential information or damage a �irm’s reputation in the marketplace. With all these technologies, the best solution lies in developing clear policies that are enforced evenly for all employees.48 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note48)

MOBILE APPS

WhatsApp lets you send and receive messages, videos, and other content via your phone’s Internet connection.

Managers need to guide their employees in productive use of information tools because the speed and simplicity of these tools is also one of their greatest weaknesses. The �lood of messages from an expanding array of electronic sources can signi�icantly affect employees’ ability to focus on their work. In one study, workers exposed to a constant barrage of email, IM, and phone calls experienced an average 10-point drop in their functioning intelligence quotient (IQ).49 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note49)

Communicating in today’s business environment requires at least a basic level of technical competence.

In addition to using your tools appropriately, knowing how to use them ef�iciently can make a big difference in your productivity. You don’t have to become an expert in most cases, but you need to be familiar with the basic features and functions of the tools you are expected to use on the job. As a manager, you also need to ensure that your employees have suf�icient training to productively use the tools you expect them to use.

Powerful Tools for Communicating Effectively The tools of business communication evolve with every advance in digital technology. The 20 technologies highlighted on the next four pages help businesses rede�ine the of�ice, collaborate and share information, connect with stakeholders, and build communities of people with shared interests and needs. For more examples of business uses of social media tools in particular, see pages 200 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec2#page_200) –204 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec2#page_204) in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .

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REDEFINING THE OFFICE

Thanks to advances in mobile and distributed communication, the “of�ice” is no longer what it used to be. Technology lets today’s professionals work on the move while staying in close contact with colleagues, customers, and suppliers. These technologies are also rede�ining the very nature of some companies, as they replace traditional hierarchies with highly adaptable, virtual networks.

Shared Online Workspaces

Online workspaces help teams work productively, even if they are on the move or spread out across the country. In addition to providing controlled access to shared �iles and other digital resources, some systems include such features as project management tools and real-time document sharing (letting two or more team members view and edit a document on screen at the same time).

Web-Based Meetings

Web-based meetings allow team members from all over the world to interact in real time. Meetings can also be recorded for later playback and review. Various systems support instant messaging, video, collaborative editing tools, and more.

Videoconferencing and Telepresence

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Videoconferencing provides many of the bene�its of in-person meetings at a fraction of the cost. Advanced systems feature telepresence, in which the video images of meeting participants are life-sized and extremely realistic.

Voice Technologies

Speech recognition (converting human speech to computer commands) and speech synthesis (converting computer commands to human speech) can enhance communication in many ways, including simplifying mobile computing, assisting workers who are unwilling or unable to use keyboards, and allowing “one- sided” conversations with information systems. Speech analytics software can evaluate conversations to improve customer service and other interactions. Mobile VoIP lets people make voice calls on WiFi networks to save connection and roaming charges.

Mobile Business Apps

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As the range of business software applications on smartphones and tablet computers continues to expand, almost anything that can be accomplished on a regular computer can be done on a mobile device (although not always as ef�iciently or with the same feature sets).

COLLABORATING AND SHARING INFORMATION

The need to work with and share information quickly and easily is a constant in business. A wide variety of tools have been developed to facilitate collaboration and sharing, from general purpose systems such as instant messaging to more specialized capabilities such as data visualization.

Instant Messaging

Instant messaging (IM) is one of the most widely used digital communication tools in the business world, replacing many conversations and exchanges that once took place via email or phone calls. Enterprise IM systems are similar to consumer IM systems in many respects but have additional security and collaboration features.

Wikis

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Wikis promote collaboration by simplifying the process of creating and editing online content. Anyone with access (some wikis are private; some are public) can add and modify pages as new information becomes available.

Data Visualization

Data visualization is a powerful tool for presenting and exploring sets of data that are very large, complex, or dynamic. As more companies rely on “big data” to identify and capitalize on market opportunities, the ability to extract insights from these large data sets can be an important competitive advantage.

Crowdsourcing and Collaboration Platforms

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Crowdsourcing, inviting input from groups of people inside or outside the organization, can give companies access to a much wider range of ideas, solutions to problems, and insights into market trends.

Interactive Websites

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Interactivity can make online communication much more engaging and effective, such as by personalizing the presentation of information or allowing website visitors to isolate and focus on speci�ic topics.

CONNECTING WITH STAKEHOLDERS

Electronic media and social media in particular have rede�ined the relationships businesses have with internal and external stakeholders. Any groups affected by a company’s decisions now have tools to give voice to their opinions and needs, and companies have many more conversational threads that need to be monitored and managed.

Applicant Tracking Systems

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Applicant tracking systems now play a huge role in employment-related communications. At virtually all large companies and many medium and small companies, your résumé and application information will be entered into one of these systems. Recruiters use various tools to identify promising candidates and manage the interview and selection process. After hiring, some �irms use talent management systems to track employee development through workers’ entire careers at the company.

Blogging

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Blogs let companies connect with customers and other audiences in a fast and informal way. Commenting features let readers participate in the conversation, too.

Content Curation

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Content curation, selecting videos and other items of interest to followers of a website or blog, has become one of the most popular ways to connect with stakeholders. Pinterest and Scoop.it (http://Scoop.it) are among the leading technologies in this area.

Online Video

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The combination of low-cost digital video cameras and video-sharing websites such as YouTube has spurred a revolution in business video. Product demonstrations, company overviews, promotional presentations, and training seminars are among the most popular applications of business video. Branded channels allow companies to present their videos as an integrated collection in a customized user interface.

Podcasting

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With the portability and convenience of downloadable audio and video recordings, podcasts have become a popular means of delivering everything from college lectures to marketing messages. Podcasts are also used for internal communication, replacing conference calls, newsletters, and other media.

User-Generated Content Sites

User-generated content sites let businesses host photos, videos, software programs, technical solutions, and other valuable content for their customer communities.

Microblogging

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Microblogging services (of which Twitter is by far the best known) are a great way to share ideas, solicit feedback, monitor market trends, and announce special deals and events.

BUILDING COMMUNITIES

One of the most signi�icant bene�its of new communication technologies is the ease with which companies can foster a sense of community among customers, enthusiasts, and other groups. In some instances, the company establishes and manages the online community, while in others the community is driven by product champions or other enthusiasts.

Gaming Technologies

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Encouraging people to play games, even games as simple as “checking in” at various retail locations, can build interest in a company and its brands.

Social Networking

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Businesses use a variety of social networks as specialized channels to engage customers, �ind new employees, attract investors, and share ideas and challenges with peers.

Community Q&A Sites

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Many companies now rely heavily on communities of customers to help each other with product questions and other routine matters.

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WIKI

Get the latest news on gami�ication

The Gami�ication Wiki offers information on gami�ication concepts and examples across a variety of industries. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

RECONNECTING WITH PEOPLE Even the best technologies can hinder communication if they are overused. For instance, a common complaint among employees is that managers rely too heavily on email and don’t communicate face-to-face often enough.50 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note50) Speaking with people over the phone or in person can take more time and effort and can sometimes force you to confront unpleasant situations directly, but it is often essential for solving tough problems and maintaining productive relationships.51 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note51)

No matter how much technology is involved, communication is still about people connecting with people.

Moreover, even the best communication technologies can’t show people who you really are. Remember to step out from behind the technology frequently to learn more about the people you work with—and to let them learn more about you.

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6 LEARNING OBJECTIVE De�ine ethics, explain the difference between an ethical dilemma and an ethical lapse, and list six guidelines for making ethical communication choices.

1.6 Committing to Ethical and Legal Communication Ethics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term15) are the accepted principles of conduct that govern behavior within a society. Ethical behavior is a companywide concern, but because communication efforts are the public face of a company, they are subjected to particularly rigorous scrutiny from regulators, legislators, investors, consumer groups, environmental groups, labor organizations, and anyone else affected by business activities. Ethical communication (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term12) includes all relevant information, is true in every sense, and is not deceptive in any way. In contrast, unethical communication can distort the truth or manipulate audiences in a variety of ways:52 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note52)

Plagiarizing. Plagiarism is presenting someone else’s words or other creative product as your own. Note that plagiarism can be illegal if it violates a copyright (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term8) , which is a form of legal protection for the expression of creative ideas.53 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note53)

Omitting essential information. Information is essential if your audience needs it to make an intelligent, objective decision.

Selective misquoting. Distorting or hiding the true intent of someone else’s words is unethical.

Misrepresenting numbers. Statistics and other data can be unethically manipulated by increasing or decreasing numbers, exaggerating, altering statistics, or omitting numeric data.

Distorting visuals. Images can be manipulated in unethical ways, such as altering photos in order to deceive audiences or changing the scale of graphs and charts to exaggerate or conceal differences.

Failing to respect privacy or information security needs. Failing to respect the privacy of others or failing to adequately protect information entrusted to your care can also be considered unethical (and is sometimes illegal).

Any time you try to mislead your audience, the result is unethical communication.

The widespread adoption of social media has increased the attention given to the issue of transparency (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term29) , which in this context refers to a sense of openness, of giving all participants in a conversation access to the information they need in order to accurately process the messages they are receiving. In addition to the information itself, audiences deserve to know when they are being marketed to and who is behind the messages they read or hear. For example, with stealth marketing, companies recruit people to promote products to friends and other contacts in exchange for free samples or other rewards, without requiring them to disclose the true nature of the communication. Critics, including the U.S. Federal Trade Commission (FTC), assert that such techniques are deceptive because they don’t give targets the opportunity to raise their instinctive defenses against the persuasive powers of marketing messages.54 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note54)

Transparency gives audience members access to all the information they need in order to process messages accurately.

Aside from ethical concerns, trying to fool the public is simply bad for business. As LaSalle University communication professor Michael Smith puts it, “The public backlash can be long, deep, and damaging to a company’s reputation.”55 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note55)

DISTINGUISHING ETHICAL DILEMMAS FROM ETHICAL LAPSES Some ethical questions are easy to recognize and resolve, but others are not. Deciding what is ethical can be a considerable challenge in complex business situations. An ethical dilemma (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term13) involves choosing among alternatives that aren’t clear-cut. Perhaps two con�licting alternatives are both ethical and valid, or perhaps the alternatives lie somewhere in the gray area between clearly right and clearly wrong. Every company has responsibilities to multiple groups of people inside and outside the �irm, and those groups often have competing interests. For instance, employees naturally want higher wages and more bene�its, but investors who have risked their money in the company want management to keep costs low so that pro�its are strong enough to drive up the stock price. Both sides have a valid ethical position.

An ethical dilemma is a choice between alternatives that may all be ethical and valid.

In contrast, an ethical lapse (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term14) is a clearly unethical choice. With both internal and external communication efforts, the pressure to produce results or justify decisions can make unethical communication a tempting choice. Telling a potential customer you can complete a project by a certain date when you know you can’t is simply dishonest, even if you need the contract to save your career or your company. There is no ethical dilemma here.

An ethical lapse is making a choice you know to be unethical.

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Compare the messages in Figures 1.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec24#ch1�ig10) and 1.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec24#ch1�ig11) for examples of how business messages can be unethically manipulated.

Figure 1.10 Unethical Communication

The writers of this memo clearly want the company to continue funding their pet project, even though the marketing research doesn’t support such a decision. By comparing this memo with the version shown in Figure 1.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec24#ch1�ig11) , you can see how the writers twisted the truth and omitted evidence in order to put a positive “spin” on the research.

Figure 1.11 Ethical Communication

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This version of the memo from Figure 1.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec24#ch1�ig10) presents the evidence in a more honest and ethical manner.

ENSURING ETHICAL COMMUNICATION Ensuring ethical business communication requires three elements: ethical individuals, ethical company leadership, and the appropriate policies and structures to support employees’ efforts to make ethical choices.56 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note56) Moreover, these three elements need to work in harmony. If employees see company executives making unethical decisions and �louting company guidelines, they might conclude that the guidelines are meaningless and emulate their bosses’ unethical behavior.

Responsible employers establish clear ethical guidelines for their employees to follow.

Employers have a responsibility to establish clear guidelines for ethical behavior, including ethical business communication. Many companies establish an explicit ethics policy by using a written code of ethics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term2) to help employees determine what is acceptable. A code is often part of a larger program of employee training and communication channels that allow employees to ask questions and report instances of questionable ethics. To ensure ongoing compliance with their codes of ethics, many companies also conduct ethics audits (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term16) to monitor ethical progress and to point out any weaknesses that need to be addressed.

MOBILE APPS

The PRSA Ethics app is a mobile version of the Publish Relations Society of America’s code of ethics.

However, whether or not formal guidelines are in place, every employee has a responsibility to communicate in an ethical manner. In the absence of clear guidelines, ask yourself the following questions about your business communications:57 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note57)

If you can’t decide whether a choice is ethical, picture yourself explaining your decision to someone whose opinion you value.

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Have you de�ined the situation fairly and accurately?

What is your intention in communicating this message?

What impact will this message have on the people who receive it or who might be affected by it?

Will the message achieve the greatest possible good while doing the least possible harm?

Will the assumptions you’ve made change over time? That is, will a decision that seems ethical now seem unethical in the future?

Are you comfortable with your decision? Would you be embarrassed if it were printed in tomorrow’s newspaper or spread across the Internet? Think about a person whom you admire and ask yourself what he or she would think of your decision.

ENSURING LEGAL COMMUNICATION In addition to ethical guidelines, business communication is also bound by a wide variety of laws and regulations, including the following areas:

Promotional communication. Marketing specialists need to be aware of the many laws that govern truth and accuracy in advertising. These laws address such issues as product reviews written by bloggers who receive compensation from the companies involved, false and deceptive advertising, misleading or inaccurate labels on product packages, and “bait and switch” tactics in which a store advertises a lower-priced product to lure consumers into a store but then tries to sell them a more expensive item.58 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note58) Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) explores this area in more detail.

Business communication is governed by a wide variety of laws designed to ensure accurate, complete messages.

Contracts (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term7) . A contract is a legally binding promise between two parties in which one party makes a speci�ied offer and the other party accepts. Contracts are fundamental to virtually every aspect of business, from product sales to property rental to credit cards and loans to professional service agreements.59 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note59)

Employment communication. A variety of local, state, and federal laws govern communication between employers and both potential and current employees. For example, job descriptions must be written in a way that doesn’t intentionally or unintentionally discriminate against women, minorities, or people with disabilities.60 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note60)

Intellectual property (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term22) . In an age when instant global connectivity makes copying and retransmitting electronic �iles effortless, the protection of intellectual property (IP) has become a widespread concern. Intellectual property (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term22) includes patents, copyrighted materials, trade secrets, and even Internet domain names.61 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note61) Bloggers in particular need to be careful about IP protection, given the carefree way that some post the work of others without offering proper credit.

Financial reporting. Finance and accounting professionals who work for publicly traded companies (those that sell stock to the public) must adhere to stringent reporting laws. For instance, a number of corporations have recently been targets of both government investigations and shareholder lawsuits for offering misleading descriptions of �inancial results and revenue forecasts.

Defamation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1term10) . Negative comments about another party raise the possibility of defamation, the intentional communication of false statements that damage character or reputation.62 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note62) (Written defamation is called libel; spoken defamation is called slander.) Someone suing for defamation must prove (1) that the statement is false, (2) that the language is injurious to the person’s reputation, and (3) that the statement has been published.

Transparency requirements. Governments around the world are taking steps to help ensure that consumers and other parties know who is behind the information they receive, particularly when it appears online. The European Union, for instance, outlaws a number of online marketing tactics, including “�logs,” short for “fake blogs,” in which an employee or a paid agent posing as an independent consumer posts positive stories about a company’s products.63 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note63) In the United States, the FTC requires product-review bloggers to disclose any relationship—such as receiving payments or free goods—they have with the companies whose products they discuss in their blogs.64 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note64)

If you have any doubts about the legality of a message you intend to distribute, ask for advice from your company’s legal department. A small dose of caution can prevent huge legal headaches and protect your company’s reputation in the marketplace.

For the latest information on ethical and legal issues in business communication, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) .

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

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Guidelines for trouble-free blogging

The Electronic Frontier Foundation offers a free Legal Guide for Bloggers. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

Under “Students,” click on “Learn More.”

COMMUNICATION CHALLENGES AT JetBlue Imagine that you’ve joined the Twitter team at JetBlue, one of the more than two dozen communication specialists tasked with monitoring conversations about the company in the Twitter-sphere and responding to questions, requests, and complaints from passengers. Use what you’ve learned in this chapter to address the following challenges.

INDIVIDUAL CHALLENGE: Find a recent Twitter conversation between a passenger and JetBlue. It can be a compliment, a complaint, or a question. How well do you think the JetBlue team handled the conversation? Does the conversation re�lect well on JetBlue? If you had been the passenger, would you have been satis�ied with the outcome? Why or why not?

TEAM CHALLENGE: With a team assigned by your instructor, analyze the writing style of several dozen JetBlue tweets. Next, choose another well-known company that is on Twitter and analyze a series of its tweets. How do the two companies compare in terms of the general tone of their social media writing? Is one more formal than the other? Does one emphasize self-promotion more than the other? Does one engage with customers more, answering queries and resolving complaints? Summarize your analysis, with examples from both companies.

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Quick Learning Guide

KEY TERMS audience-centered approach Understanding and respecting the members of your audience and making every effort to get your message across in a way that is

meaningful to them code of ethics A written set of ethical guidelines that companies expect their employees to follow communication The process of transferring information and meaning using one or more written, oral, visual, or electronic media communication barriers Forces or events that can disrupt communication, including noise and distractions, competing messages, �ilters, and channel

breakdowns communication channels Systems used to deliver messages communication medium The form in which a message is presented; the four categories of media are oral, written, visual, and electronic contract A legally binding promise between two parties, in which one party makes a speci�ied offer and the other party accepts copyright A form of legal protection for the expression of creative ideas decoding Extracting the idea from a message defamation The intentional communication of false statements that damage character or reputation encoding Putting an idea into a message (words, images, or a combination of both) ethical communication Communication that includes all relevant information, is true in every sense, and is not deceptive in any way ethical dilemma Situation that involves making a choice when the alternatives aren’t completely wrong or completely right ethical lapse A clearly unethical choice ethics The accepted principles of conduct that govern behavior within a society ethics audits Ongoing efforts to monitor ethical progress and to point out any weaknesses that need to be addressed etiquette The expected norms of behavior in any particular situation feedback Information from receivers regarding the quality and effectiveness of a message formal communication network Communication channels that �low along the lines of command informal communication network All communication that takes place outside the formal network; often referred to as the grapevine or the rumor mill information overload Condition in which people receive more information than they can effectively process intellectual property Assets including patents, copyrighted materials, trade secrets, and even Internet domain names message The “container” for an idea to be transmitted from a sender to a receiver perception A person’s awareness or view of reality; also, the process of detecting incoming messages professionalism The quality of performing at a high level and conducting oneself with purpose and pride selective perception The inclination to distort or ignore incoming information rather than change one’s beliefs social communication model An interactive, conversational approach to communication in which formerly passive audience members are empowered to

participate fully stakeholders Groups affected by a company’s actions: customers, employees, shareholders, suppliers, neighbors, the community, and the world at large transparency Giving all participants in a conversation access to the information they need to accurately process the messages they are receiving “you” attitude Communicating with an audience-centered approach; creating messages that are about “you,” the receiver, rather than “me,” the sender

SUMMARY OF LEARNING OBJECTIVES 1 Explain the importance of effective communication to your career and to the companies where you will work. Effective communication is important to your career because no matter what line of work you pursue, you need to be able to share information with other people. You can have the greatest business ideas in the world, but they’re no good to anyone if you can’t express them clearly and persuasively. In addition to bene�iting you personally, your communication skills will help your company in multiple ways, offering (1) closer ties with important communities in the marketplace; (2) opportunities to in�luence conversations, perceptions, and trends; (3) increased productivity and faster problem solving; (4) better �inancial results; (5) earlier warning of potential problems; (6) stronger decision making; (7) clearer and more persuasive marketing messages; and (8) greater employee engagement with work.

2 Explain what it means to communicate as a professional in a business context. Communicating as a professional starts with being a professional, which embodies striving to excel, being dependable and accountable, being a team player, demonstrating a sense of etiquette, making ethical decisions, and maintaining a positive outlook.

As a professional, you will be expected to bring a wide range of communication skills, including organizing ideas and information; expressing yourself coherently and persuasively in a variety of media; building persuasive arguments; evaluating data and information critically; actively listening to others; communicating effectively with diverse audiences; using communication technologies; following accepted standards of grammar, spelling, and other aspects of high-quality writing and speaking; adapting your messages and communication styles as needed; demonstrating strong business etiquette; communicating ethically; respecting con�identiality; following applicable laws and regulations; and managing your time wisely and using resources ef�iciently.

Applying these skills effectively in an organizational context involves learning how to use both the formal and informal communication networks in your organization. The formal network mirrors the of�icial hierarchy and structure of the organization; the informal network involves all the communication among members of the organization, regardless of their job positions. Adopting an audience-centered approach involves understanding and respecting the members of your audience and making every effort to get your message across in a way that is meaningful to them. This approach is also known as adopting the “you” attitude (where “you” is the recipient of the message you are sending).

3 Describe the communication process model and the ways that social media are changing the nature of business communication. Communication is a complex and subtle process, and any attempt to model it will involve some simpli�ication, but it is helpful to view the process as eight steps: (1) the sender starts with an idea to share; (2) the sender encodes the meaning of that idea as a message; (3) the sender produces the message in a transmittable medium; (4) the

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sender transmits the message through a channel; (5) the audience receives the message; (6) the audience decodes the message to extract its meaning; (7) the audience responds to the message; and (8) the audience provides feedback to sender.

Social media are transforming the practice of business communication and changing the nature of the relationships between companies and their stakeholders. Traditional business communication can be thought of as having a “publishing” mindset, in which a company produces carefully scripted messages and distributes them to an audience that has few options for responding to the company or interacting with one another. In contrast, the “Business Communication 2.0” approach uses social media tools to create an interactive and participative environment in which all parties have a chance to join the conversation. Many of the old rules and expectations, including tight control of the content and distribution of the message, no longer apply in this new environment.

4 Outline the challenges and opportunities of mobile communication in business. The challenges of mobile communications in business include the need for websites to be mobile-friendly, the dif�iculty of creating and consuming content on small screens and keyboards, the potential for always-on connectivity to blur the lines between personal and professional time, the dif�iculty of getting and keeping the attention of multitasking audiences, and a variety of security and privacy concerns. The opportunities include giving employees more �lexibility to meet their personal and professional obligations, using mobile devices as sensory and cognitive extensions, enhancing productivity and collaboration, assisting in a wide variety of business tasks, accelerating decision making and problem solving, and creating more engaging experiences for customers and other users.

5 List four general guidelines for using communication technology effectively. First, keep technology in perspective. Make sure it supports the communication effort rather than overwhelming or disrupting it. Second, guard against information overload and information technology addiction. Third, learn how to use technological tools productively—and avoid using them in deliberately unproductive ways. Fourth, reconnect in person from time to time to ensure that communication is successful and that technology doesn’t come between you and the people you need to reach.

6 De�ine ethics, explain the difference between an ethical dilemma and an ethical lapse, and list six guidelines for making ethical communication choices. Ethics are the accepted principles of conduct that govern behavior within a society. Ethical communication is particularly important in business because communication is the public face of a company, which is why communication efforts are intensely scrutinized by company stakeholders. The difference between an ethical dilemma and an ethical lapse is a question of clarity. An ethical dilemma occurs when the choice is unclear because two or more alternatives seem equally right or equally wrong. In contrast, an ethical lapse occurs when a person makes a conscious choice that is clearly unethical.

To make ethical choices in any situation, ask yourself these six questions: (1) Have I de�ined the situation fairly and accurately? (2) What is my intention in communicating this message? (3) What impact will this message have on the people who receive it, or who might be affected by it? (4) Will the message achieve the greatest possible good while doing the least possible harm? (5) Will the assumptions I’ve made change over time? That is, will a decision that seems ethical now seem unethical in the future? (6) Am I truly comfortable with my decision?

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

1-1. What bene�its does effective communication give you and your organization? [LO-1]

1-2. What are the �ive attributes of effective business communication? [LO-1] 1-3. What are the

six traits of professionalism? [LO-2] 1-4. Why should communicators take an audience-centered approach to communication? [LO-2] 1-5. What steps have to occur before an audience member perceives the presence of an incoming message? [LO-3] 1-6. What are the most common barriers to successful communication? [LO-3] 1-7. What does BYOD refer to, and what are the implications of this phenomenon? [LO-4] 1-8. How is communication affected by information overload? [LO-5] 1-9. What is an ethical dilemma? [LO-6]

1-10. What is an ethical lapse? [LO-6]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

1-11. Why do you think communication is vital to the success of every business organization? Explain brie�ly. [LO-1]

1-12. How does the presence of a reader comments feature on a corporate blog re�lect audience-centered communication? [LO-2] 1-13. What changes would you make to your email messages if you know your recipients are typically walking or riding on mass transit when they read your

messages? [LO-4]

1-14. Is it possible for companies to be too dependent on communication technology? Explain brie�ly. [LO-5]

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1-15. You’re the CEO of a company whose sales are declining, and there is a 50-50 chance you will need to lay off some of your employees sometime in the next two to three months. You have to decide whether to tell them now so they can look for new jobs as soon as possible, even though you’re not yet sure layoffs will be necessary, or wait until you are sure layoffs will occur. Explain why this is an ethical dilemma. Be sure to consider the effect a sudden exodus of valuable employees could have on the company’s prospects. [LO-6]

Practice Your Skills 1-16. Message for Analysis: Analyzing Communication Effectiveness [LO-1] Read the following blog posting and then (a) analyze whether the message is

effective or ineffective (be sure to explain why) and (b) revise the message so that it follows this chapter’s guidelines.

It has come to my attention that many of you are lying on your time cards. If you come in late, you should not put 8:00 on your card. If you take a long lunch, you should not put 1:00 on your time card. I will not stand for this type of cheating. I simply have no choice but to institute an employee monitoring system. Beginning next Monday, video cameras will be installed at all entrances to the building, and your entry and exit times will be logged each time you use electronic key cards to enter or leave.

Anyone who is late for work or late coming back from lunch more than three times will have to answer to me. I don’t care if you had to take a nap or if you girls had to shop. This is a place of business, and we do not want to be taken advantage of by slackers who are cheaters to boot.

It is too bad that a few bad apples always have to spoil things for everyone.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

1-17. Writing: Compositional Modes: Summaries [LO-1], Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) Write a paragraph introducing yourself to your instructor and your class. Address such areas as your background, interests, achievements, and goals. Submit your paragraph using email, blog, or social network, as indicated by your instructor.

1-18. Media Skills: Microblogging [LO-1], Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) Write four effective messages of no more than 140 characters each (short enough to work as Twitter tweets, in other words) to persuade other college students to take the business communication course. Think of the �irst message as the “headline” of an advertisement that makes a bold promise regarding the value this course offers every aspiring business professional. The next three messages should be support points that provide evidence to back up the promise made in the �irst message.65 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec28#ch1note65)

1-19. Fundamentals: Analyzing Communication Effectiveness [LO-1] Identify a video clip (on YouTube or another online source) that you believe represents an example of effective communication. It can be in any context, business or otherwise, but make sure it is something appropriate to discuss in class. Post a link to the video on your class blog, along with a brief written summary of why you think this example shows effective communication in action.

1-20. Planning: Assessing Audience Needs [LO-2], Chapter 3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch03#ch03) Choose a business career that sounds interesting to you and imagine that you are getting ready to apply for jobs in that �ield. Naturally, you want to create a compelling, audience-focused résumé that answers the key questions a hiring manager is most likely to have. Identify three personal or professional qualities you have that would be important for someone in this career �ield. Write a brief statement (one or two sentences) regarding each quality, describing in audience-focused terms how you can contribute to a company in this respect. Submit your statements via email or class blog.

1-21. Communication Etiquette: Communicating with Sensitivity and Tact [LO-2] Potential customers frequently visit your production facility before making purchase decisions. You and the people who report to you in the sales department have received extensive training in etiquette issues because you deal with high-pro�ile clients so often. However, the rest of the workforce has not received such training, and you worry that someone might inadvertently say or do something that would offend one of these potential customers. In a two-paragraph email, explain to the general manager why you think anyone who might come in contact with customers should receive basic etiquette training.

1-22. Collaboration: Team Projects; Planning: Assessing Audience Needs [LO-2], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) , Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) Your boss has asked your work group to research and report on corporate child-care facilities. Of course, you’ll want to know who (besides your boss) will be reading your report. Working with two team members, list four or �ive other things you’ll want to know about the situation and about your audience before starting your research. Brie�ly explain why each of the items on your list is important.

1-23. Planning: Constructing a Persuasive Argument [LO-2], Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) Blogging has become a popular way for employees to communicate with customers and other parties outside the company. In some cases, employee blogs have been quite bene�icial for both companies and their customers by providing helpful information and “putting a human face” on other formal and imposing corporations. However, in some other cases, employees have been �ired for posting information that their employers said was inappropriate. One particular area of concern is criticism of the company or individual managers. Should employees be allowed to criticize their employers in a public forum such as a blog? In a brief email message, argue for or against company policies that prohibit critical information in employee blogs.

1-24. Fundamentals: Analyzing Communication Effectiveness [LO-3] Use the eight phases of the communication process to analyze a miscommunication you’ve recently had with a coworker, supervisor, classmate, teacher, friend, or family member. What idea were you trying to share? How did you encode and transmit it? Did the receiver get the message? Did the receiver correctly decode the message? How do you know? Based on your analysis, identify and explain the barriers that prevented your successful communication in this instance.

1-25. Fundamentals: Analyzing Communication Effectiveness [LO-4] Using a mobile device, visit the websites of �ive companies that make products or provide services you buy or might buy in the future. Which of the websites is the most user-friendly? How does it differ from the other sites? Do any of the companies offer a mobile shopping app for your device?

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1-26. Technology: Using Communication Tools [LO-5] Find a free online communication service that you have no experience using as a content creator or contributor. Services to consider include blogging (such as Blogger), microblogging (such as Twitter), community Q&A sites (such as Yahoo! Answers), and user-generated content sites (such as Flickr). Perform a basic task such as opening an account or setting up a blog. Was the task easy to perform? Were the instructions clear? Could you �ind help online if you needed it? Is there anything about the experience that could be improved? Summarize your conclusions in a brief email message to your instructor.

1-27. Communication Ethics: Distinguishing Ethical Dilemmas and Ethical Lapses [LO-6] Knowing that you have numerous friends throughout the company, your boss relies on you for feedback concerning employee morale and other issues affecting the staff. She recently asked you to start reporting any behavior that might violate company policies, from taking home of�ice supplies to making personal long-distance calls. List the issues you’d like to discuss with her before you respond to her request.

1-28. Communication Ethics: Distinguishing Ethical Dilemmas and Ethical Lapses [LO-6] In less than a page, explain why you think each of the following is or is not ethical.

a. Keeping quiet about a possible environmental hazard you’ve just discovered in your company’s processing plant

b. Overselling the bene�its of instant messaging to your company’s managers; they never seem to understand the bene�its of technology, so you believe it’s the only way to convince them to make the right choice

c. Telling an associate and close friend that she needs to pay more attention to her work responsibilities, or management will �ire her

d. Recommending the purchase of equipment your department doesn’t really need in order to use up your allocated funds before the end of the �iscal year so that your budget won’t be cut next year—when you might have a real need for the money

1-29. Communication Ethics: Providing Ethical Leadership [LO-6] Cisco, a leading manufacturer of equipment for the Internet and corporate networks, has developed a code of ethics that it expects employees to abide by. Visit the company’s website and �ind its code of conduct. In a brief paragraph, describe three speci�ic examples of things you could do that would violate these provisions; then list at least three opportunities that Cisco provides its employees to report ethics violations or ask questions regarding ethical dilemmas.

Expand Your Skills Critique the Professionals

Locate an example of professional communication from a reputable online source. It can re�lect any aspect of business communication, from an advertisement or a press release to a company blog or website. Evaluate this communication effort in light of any aspect of this chapter that is relevant to the sample and interesting to you. For example, is the piece effective? Audience-centered? Ethical? Using whatever medium your instructor requests, write a brief analysis of the piece (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind an online video, a presentation, a website, or an article that describes an innovative use of mobile technology in business communication. Write a brief email message to your instructor or a post for your class blog, describing the item that you found and summarizing the information you found.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

1-30. How does the social communication model differ from traditional business communication practices? [LO-3]

1-31. How is mobile technology changing the practice of business communication? [LO-4]

Endnotes 1. JetBlue website, accessed 23 February 2014, www.jetblue.com (http://www.jetblue.com) ; “5 Social Media All-Stars,” CNNMoney, 29 August 2013, http://money.cnn.com (http://money.cnn.com) ; JetBlue Twitter account, accessed 22 February 2014, https://twitter.com/JetBlue (http://twitter.com/JetBlue) ; Todd Wasserman, “How JetBlue’s Social Media Strategy Took Flight,” Mashable, 1 June 2011, http://mashable.com (http://mashable.com) ; “A Day In The Life: Social Media,” BlueTales blog, 19 January 2012, http://blog.jetblue.com (http://blog.jetblue.com) , Chantal Tode, “JetBlue Exec: Mobile Is Discovery Piece for Travelers,” Mobile Marketer, 22 January 2013, www.mobilemarketer.com (http://www.mobilemarketer.com) .

2. Richard L. Daft, Management, 6th ed. (Cincinnati: Thomson South-Western, 2003), 580.

3. “Employers: 13 Common Complaints About Recent Grads,” Youturn, 2 October 2012, www.youturn.com (http://www.youturn.com) .

4. Julie Connelly, “Youthful Attitudes, Sobering Realities,” New York Times, 28 October 2003, E1, E6; Nigel Andrews and Laura D’Andrea Tyson, “The Upwardly Global MBA,” Strategy + Business 36 (Fall 2004): 60–69; Jim McKay, “Communication Skills Found Lacking,” Pittsburgh Post-Gazette, 28 February 2005, www.delawareonline.com (http://www.delawareonline.com) .

5. Brian Solis, Engage! (Hoboken, N.J.: John Wiley & Sons, 2010), 11–12; “Majority of Global Companies Face an Engagement Gap,” Internal Comms Hub website, 23 October 2007, www.internalcommshub.com (http://www.internalcommshub.com) ; Gary L. Neilson, Karla L. Martin, and Elizabeth Powers, “The Secrets to Successful Strategy Execution,” Harvard Business Review, June 2008, 61–70; Nicholas Carr, “Lessons in Corporate Blogging,” BusinessWeek, 18 July 2006, 9; Susan Meisinger, “To Keep Employees, Talk—and Listen—to Them!” HR Magazine, August 2006, 10.

6. Daft, Management, 147.

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7. “CEOs to Communicators: ‘Stick to Common Sense,’” Internal Comms Hub website, 23 October 2007, www.internalcommshub.com (http://www.internalcommshub.com) ; “A Writing Competency Model for Business,” BizCom101.com (http://BizCom101.com) , 14 December 2007, www.business- writing-courses.com (http://www.business-writing-courses.com) ; Sue Dewhurst and Liam FitzPatrick, “What Should Be the Competency of Your IC Team?” white paper, 2007, http://competentcommunicators.com (http://competentcommunicators.com) .

8. “Digital Information Fluency Model,” 21cif.com (http://21cif.com) , accessed 11 February 2014, http://21cif.com (http://21cif.com) .

9. Philip C. Kolin, Successful Writing at Work, 6th ed. (Boston: Houghton Mif�lin, 2001), 17–23.

10. Laura L. Myers and Mary L. Tucker, “Increasing Awareness of Emotional Intelligence in a Business Curriculum,” Business Communication Quarterly, March 2005, 44–51.

11. Pete Cashmore, “10 Web Trends to Watch in 2010,” CNN Tech, 3 December 2009, www.cnn.com (http://www.cnn.com) .

12. Stephanie Armour, “Music Hath Charms for Some Workers—Others It Really Annoys,” USA Today, 24 March 2006, B1–B2.

13. Paul Martin Lester, Visual Communication: Images with Messages (Belmont, Calif.: Thomson South-Western, 2006), 6–8.

14. Michael R. Solomon, Consumer Behavior: Buying, Having, and Being, 6th ed. (Upper Saddle River, N.J.: Pearson Prentice Hall, 2004), 65.

15. Anne Field, “What You Say, What They Hear,” Harvard Management Communication Letter, Winter 2005, 3–5.

16. Chuck Williams, Management, 2nd ed. (Cincinnati: Thomson South-Western, 2002), 690.

17. Charles G. Morris and Albert A. Maisto, Psychology: An Introduction, 12th ed. (Upper Saddle River, N.J.: Pearson Prentice Hall, 2005), 226–239; Saundra K. Ciccarelli and Glenn E. Meyer, Psychology (Upper Saddle River, N.J.: Prentice Hall, 2006), 210–229; Mark H. Ashcraft, Cognition, 4th ed. (Upper Saddle River, N.J.: Prentice Hall, 2006), 44–54.

18. Ben Hanna, 2009 Business Social Media Benchmarking Study (published by Business.com (http://Business.com) ), 2 November 2009, 11.

19.Michael Killian, “The Communication Revolution—’Deep Impact’ About to Strike,” Avaya Insights blog, 4 December 2009, www.avayablog.com (http://www.avayablog.com) .

20. “The Mobile Revolution Is Just Beginning,” press release, World Economic Forum, 13 September 2013, www.weforum.org (http://www.weforum.org) .

21. Maribel Lopez, “Three Trends That Change Business: Mobile, Social and Cloud,” Forbes, 28 January 2012, www.forbes.com (http://www.forbes.com) .

22. Kevin Custis, “Three Ways Business Can Be Successful on Mobile,” Forbes, 15 November 2013, www.forbes.com (http://www.forbes.com) ; “IBM Survey: Speed and Analytics Key Drivers in Mobile Adoption for Organizations,” press release, IBM, 19 November 2013, www.ibm.com (http://www.ibm.com) .

23. “More Than Nine in 10 Internet Users Will Go Online via Phone,” eMarketer, 6 January 2014, www.emarketer.com (http://www.emarketer.com) .

24. Christina “CK” Kerley, The Mobile Revolution & B2B, white paper, 2011, www.b2bmobilerevolution.com (http://www.b2bmobilerevolution.com) .

25. Jordie can Rijn, “The Ultimate Mobile Email Statistics Overview,” Emailmonday.com (http://Emailmonday.com) , accessed 9 February 2014, www.emailmonday.com (http://www.emailmonday.com) .

26. Jessica Lee, “46% of Searchers Now Use Mobile Exclusively to Research [Study],” Search Engine Watch, 1 May 2013, http://searchenginewatch.com (http://searchenginewatch.com) .

27. Dennis McCafferty, “10 Awesome Facts About the Mobile Revolution,” CIO Insight, 6 December 2013, www.cioinsight.com (http://www.cioinsight.com) .

28. Yun-Sen Chan, “Smartphones Are Changing Person-to-Person Communication,” Modern Media Mix, 23 April 2013, http://modernmediamix.com (http://modernmediamix.com) .

29. “Mobile Facts and Market Stats,” Mocapay, accessed 10 February 2014, www.mocapay.com (http://www.mocapay.com) .

30. Mobile Revolution, ebook, Extron, 2011.

31. Nicco Mele, The End of Big: How the Internet Makes David the New Goliath (New York: St. Martin’s Press: 2013), 1–2.

32. “JWT’s 13 Mobile Trends for 2013 and Beyond,” J. Walter Thompson website, 2 April 2013, www.jwt.com (http://www.jwt.com) .

33. The Changing Role of Mobile Communications in the Workplace, white paper, Frost & Sullivan, accessed 8 February 2014, www.frost.com (http://www.frost.com) .

34. Top 10 Ways Successful Small Businesses Use Mobile Tech, white paper, T-Mobile, 2012.

35. Armen Ghazarian, “How Do Users Interact with Mobile Devices,” Medium.com (http://Medium.com) , 29 November 2013, http://medium.com (http://medium.com) .

36. “JWT’s 13 Mobile Trends for 2013 and Beyond.”

37. “Bring Your Own Device: BYOD Is Here and You Can’t Stop It,” Garner, accessed 9 February 2014, www.garner.com (http://www.garner.com) .

38. Jessica Twentyman, “Deploying Smartphones, Tables, and Apps for a New Employee Communication Era,” SCM, January/February 2013, 28–29;The Changing Role of Mobile Communications in the Workplace, Frost & Sullivan.

39. Aaref Hilaly, “The Biggest Opportunity in Mobile That No One Is Talking About,” LinkedIn, 17 December 2013, www.linkedin.com (http://www.linkedin.com) .

40. Michael Saylor, The Mobile Wave: How Mobile Intelligence Will Change Everything (New York: Vanguard Press, 2012), 10.

41. The Changing Role of Mobile Communications in the Workplace, Frost & Sullivan.

42. Top 10 Ways Successful Small Businesses Use Mobile Tech, T-Mobile.

43. Milton Kazmeyer, “The Impact of Wireless Communication in the Workplace,” Houston Chronicle, accessed 10 February 2014, http://smallbusiness.chron.com (http://smallbusiness.chron.com) .

44. Gregg Hano, “The Power of Corporate Communications on Mobile Apps,” Mag+, 1 August 2013, www.magplus.com (http://www.magplus.com) .

45. Tara Craig, “How to Avoid Information Overload,” Personnel Today, 10 June 2008, 31; Jeff Davidson, “Fighting Information Overload,” Canadian Manager, Spring 2005, 16+.

46. “The Top Ten Ways Workers Waste Time Online,” 24/7 Wall St., 30 September 2010, http://247wallst.com (http://247wallst.com) .

47. Eric J. Sinrod, “Perspective: It’s My Internet—I Can Do What I Want,” News.com (http://News.com) , 29 March 2006, www.news.com (http://www.news.com) .

48. Eric J. Sinrod, “Time to Crack Down on Tech at Work?” News.com (http://News.com) , 14 June 2006, www.news.com (http://www.news.com) .

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49. Jack Trout, “Beware of ‘Infomania,’” Forbes, 11 August 2006, www.forbes.com (http://www.forbes.com) .

50. “Many Senior Managers Communicate Badly, Survey Says,” Internal Comms Hub, 6 August 2007, www.internalcommshub.com (http://www.internalcommshub.com) .

51. Mike Schaffner, “Step Away from the Computer,” Forbes, 7 August 2009, www.forbes.com (http://www.forbes.com) .

52. Philip C. Kolin, Successful Writing at Work, 6th ed. (Boston: Houghton Mif�lin, 2001), 24–30.

53. Nancy K. Kubasek, Bartley A. Brennan, and M. Neil Browne, The Legal Environment of Business, 3rd ed. (Upper Saddle River, N.J.: Prentice Hall, 2003), 172.

54. Word of Mouth Marketing Association, “WOM 101,” accessed 2 June 2010, http://womma.org (http://womma.org) ; Nate Anderson, “FTC Says Stealth Marketing Unethical,” Ars Technica, 13 December 2006, http://arstechnica.com (http://arstechnica.com) ; “Undercover Marketing Uncovered,” CBSnews.com (http://CBSnews.com) , 25 July 2004, www.cbsnews.com (http://www.cbsnews.com) ; Stephanie Dunnewind, “Teen Recruits Create Word-of-Mouth ‘Buzz’ to Hook Peers on Products,” Seattle Times, 20 November 2004, www.seattletimes.com (http://www.seattletimes.com) .

55. Linda Pophal, “Tweet Ethics: Trust and Transparency in a Web 2.0 World,” CW Bulletin, September 2009.

56. Daft, Management, 155.

57. Based in part on Robert Kreitner, Management, 9th ed. (Boston: Houghton Mif�lin, 2004), 163.

58. Henry R. Cheeseman, Contemporary Business and E-Commerce Law, 4th ed. (Upper Saddle River, N.J.: Prentice Hall, 2003), 841–843.

59. Cheeseman, Contemporary Business and E-Commerce Law, 201.

60. John Jude Moran, Employment Law: New Challenges in the Business Environment, 2nd ed. (Upper Saddle River, N.J.: Prentice Hall, 2002), 186–187; Kubasek et al., The Legal Environment of Business, 562.

61. Cheeseman, Contemporary Business and E-Commerce Law, 325.

62. Kubasek et al., The Legal Environment of Business, 306.

63. Robert Plummer, “Will Fake Business Blogs Crash and Burn?” BBC News, 22 May 2008, http://news.bbc.co.uk (http://news.bbc.co.uk) .

64. Tim Arango, “Soon, Bloggers Must Give Full Disclosure,” New York Times, 5 October 2009, www.nytimes.com (http://www.nytimes.com) .

65. The concept of a four-tweet summary is adapted from Cliff Atkinson, The Backchannel (Berkeley, Calif.: New Riders, 2010), 120–121.

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An innovative collaboration platform helps the global cement company Cemex operate with the agility and �lexibility of a small company.

2 Collaboration, Interpersonal Communication, and Business Etiquette

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 List the advantages and disadvantages of working in teams, describe the characteristics of effective teams, and highlight four key issues of group dynamics 2 Offer guidelines for collaborative communication, identify major collaboration technologies, and explain how to give constructive feedback 3 List the key steps needed to ensure productive team meetings 4 Identify the major technologies used to enhance or replace in-person meetings 5 Identify three major modes of listening, describe the listening process, and explain the problem of selective listening 6 Explain the importance of nonverbal communication, and identify six major categories of nonverbal expression 7 Explain the importance of business etiquette, and identify four key areas in which good etiquette is essential

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Cemex You have probably been on a lab team or other project team that had trouble collaborating. Maybe you couldn’t get everyone in the same room at the same time, or important messages got buried in long email threads, or good ideas were lost because the right information didn’t get to the right people at the right time.

Imagine trying to collaborate when you have thousands of potential team members spread across dozens of countries. The Mexican company Cemex is one of the world’s largest producers of concrete and its two primary components, cement and aggregates (crushed stone, sand, and gravel). Cemex faces teamwork challenges on a global scale, with 44,000 employees in more than 50 countries. After a period of worldwide expansion that began in the 1990s, the century-old company now operates quarries, cement plants, and other facilities on every continent except Antarctica.

Concrete and cement are two of the oldest products on earth and might not spring to mind when most people think of innovation. However, innovation is key to Cemex’s long-term success, for several reasons. First, architects and builders continue to push the envelope by creating designs that require concrete with new performance and handling qualities. Second, Cemex’s ability to operate pro�itably depends on running ef�icient operations, from raw material extraction to processing to transportation. Third, the production and distribution of concrete-related products have signi�icant environmental impacts, including the acquisition and consumption of heating fuels required by high-temperature cement kilns.

To stay competitive and pro�itable and to minimize the environmental effects of its operations, Cemex knew it needed to accelerate the pace of innovation. Company leaders �igured the way to do that was to enable better collaboration, and the way to do that was to enable better communication.

The company’s response to this multilayered challenge is a comprehensive online collaboration platform called Shift, which combines social networking, wikis, blogs, a Twitter-like microblog-ging system, social bookmarking, videoconferencing, a trend-spotting tool called Shift Radar, and more. By connecting people and information quickly and easily, Shift helps overcome the barriers of geography, time zones, and organizational boundaries. Employees and managers can tap into expertise anywhere in the company, workers with similar responsibilities can share ideas on improving operations, and problems and opportunities can be identi�ied and brought to management attention in much less time.

Technology is only part of the solution, however. Many companies that have implemented social platforms struggle to get employees to change ingrained behaviors and use the new tools. By getting top-level executives on board early, Cemex achieved nearly universal adoption, with 95 percent of employees using Shift and forming more than 500 online communities based on technical specialties and shared interests. That level of engagement is paying off in numerous ways, such as launching a new global brand of ready-mix concrete in one-third the expected time, nearly tripling the company’s use of renewable energy, and reducing carbon dioxide emissions by almost 2 million metric tons.

Perhaps most impressive, Shift has lived up to its name by shifting the entrenched hierarchical culture of a large, old-school company to a more agile and responsive social business that is better prepared to face the future in its highly competitive markets. As Gilberto Garcia, Cemex’s innovation director puts it,

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social collaboration “can make a big company look like small company,” by connecting people and ensuring the free exchange of ideas.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note1)

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1 LEARNING OBJECTIVE List the advantages and disadvantages of working in teams, describe the characteristics of effective teams, and highlight four key issues of group dynamics.

2.1 Communicating Effectively in Teams The interactions among the employees at Cemex (pro�iled in the chapter-opening Communication Close-Up) represent one of the most essential elements of interpersonal communication. Collaboration (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term2) —working together to meet complex challenges—is a prime skill expectation in a wide range of professions. No matter what career path you pursue, it’s a virtual guarantee that you will be expected to collaborate in at least some of your work activities. Your communication skills will pay off handsomely in these interactions because the productivity and quality of collaborative efforts depend heavily on the communication skills of the professionals involved.

Collaboration, working together to solve complex problems, is an essential skill for workers in nearly every profession.

A team (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term24) is a unit of two or more people who share a mission and the responsibility for working to achieve a common goal.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note2) Problem-solving teams (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term18) and task forces (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term22) assemble to resolve speci�ic issues and then disband when their goals have been accomplished. Such teams are often cross-functional, pulling together people from a variety of departments who have different areas of expertise and responsibility. The diversity of opinions and experiences can lead to better decisions, but competing interests can lead to tensions that highlight the need for effective communication. Committees (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term3) are formal teams that usually have a long life span and can become a permanent part of the organizational structure. Committees typically deal with regularly recurring tasks, such as an executive committee that meets monthly to plan strategies and review results.

Team members have a shared mission and are collectively responsible for their work.

ADVANTAGES AND DISADVANTAGES OF TEAMS

When teams are successful, they can improve productivity, creativity, employee involvement, and even job security.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note3) Teams are often at the core of participative management (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term17) , the effort to involve employees in the company’s decision making. A successful team can provide a number of advantages:4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note4)

Effective teams can pool knowledge, take advantage of diverse viewpoints, and increase acceptance of solutions the team proposes.

Increased information and knowledge. By pooling the experience of several individuals, a team has access to more information.

Increased diversity of views. Team members can bring a variety of perspectives to the decision-making process—as long as these diverse viewpoints are guided by a shared goal.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note5)

Increased acceptance of a solution. Those who participate in making a decision are more likely to support it and encourage others to accept it.

ETHICS DETECTIVE

Solving the Case of the Missing Team

Your entire team has been looking forward to this meeting for weeks. When the company president assembled the team to �ind creative solutions to the company’s cash �low problems, few people thought it would succeed. However, through plenty of hard work, you and your colleagues have found new sources of investment capital. Now it’s time to present your accomplishments to the board of directors. Because appearing in front of the board can be a major career boost, the team planned to present the results together, giving each person a few minutes in the limelight.

However, Jackson Mueller, the chief �inancial of�icer and leader of your team, had a surprise for you this morning. He’d received word at the last minute that the board wanted a short, concise presentation, and he said the best way to comply was with a single presenter. No one was happy about the change, but Mueller is the highest-ranking employee on the team and the only one with experience presenting to the board.

Disappointment turned to dismay as you and your teammates watched from the back of the conference room. Mueller deftly compressed your 60-minute presentation down to 20 minutes, and the board showered him with praise. However, he never introduced any of the other team members, so your potential moment in the sun passed without recognition.

ANALYSIS

1. Did Mueller behave unethically by not introducing you and your colleagues to the board? Explain your answer.

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2. Later on, you complain to a colleague that by stressing “my team” so often, Mueller actually made the presentation all about him, not the team. But one of your colleagues argues that the team’s assignment was to solve the problem, not to score career points with the board, so that goal shouldn’t have been such a top priority. Explain why you agree or disagree.

Higher performance levels. Working in teams can unleash new levels of creativity and energy in workers who share a sense of purpose and mutual accountability. Effective teams can be better than top-performing individuals at solving complex problems.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note6)

Although teamwork has many advantages, it also has a number of potential disadvantages. At the worst, working in teams can be a frustrating waste of time. Teams need to be aware of and work to counter the following potential disadvantages:

Groupthink (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term11) . Like other social structures, business teams can generate tremendous pressures to conform with accepted norms of behavior. Groupthink (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term11) occurs when peer pressures cause individual team members to withhold contrary or unpopular opinions. The result can be decisions that are worse than the choices the team members might have made individually.

Hidden agendas (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term12) . Some team members may have a hidden agenda (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term12) —a private, counterproductive motive, such as a desire to take control of the group, to undermine someone else on the team, or to pursue a business goal that runs counter to the team’s mission.

Cost. Aligning schedules, arranging meetings, and coordinating individual parts of a project can eat up a lot of time and money.

Teams need to avoid the negative impact of groupthink, hidden agendas, and excessive costs.

CHARACTERISTICS OF EFFECTIVE TEAMS The most effective teams have a clear objective and shared sense of purpose, have a strong sense of trust, communicate openly and honestly, reach decisions by consensus, think creatively, and know how to resolve con�lict.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note7) Teams that have these attributes can focus their time and energy on their work, without being disrupted by destructive con�lict (see page 39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec1#page_39) ).

Effective teams have a clear sense of purpose, open and honest communication, consensus-based decision making, creativity, and effective con�lict resolution.

In contrast, teams lacking one or more of these attributes can get bogged down in con�lict or waste time and resources pursuing unclear goals. Two of the most common reasons cited for unsuccessful teamwork are lack of trust and poor communication. A lack of trust can result from team members being suspicious of one another’s motives or ability to contribute.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note8) Communication breakdowns are most likely to occur when teams operate across cultures, countries, or time zones.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note9)

GROUP DYNAMICS The interactions and processes that take place among the members of a team are called group dynamics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term10) . Productive teams tend to develop clear norms (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term15) , informal standards of conduct that members share and that guide member behavior. Group dynamics are in�luenced by several factors: the roles team members assume, the current phase of team development, the team’s success in resolving con�lict, and the team’s success in overcoming resistance.

Group dynamics are the interactions and processes that take place in a team.

TABLE 2.1 Team Roles—Functional and Dysfunctional Dysfunctional: Self-Oriented Roles Functional: Team-Maintenance Roles Functional: Task-Oriented Roles

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Dysfunctional: Self-Oriented Roles Functional: Team-Maintenance Roles Functional: Task-Oriented Roles

Controlling: Dominating others by exhibiting superiority or authority

Withdrawing: Retiring from the team either by becoming silent or by refusing to deal with a particular aspect of the team’s work

Attention seeking: Calling attention to oneself and demanding recognition from others

Diverting: Focusing the team’s discussion on topics of interest to the individual rather than on those relevant to the task

Encouraging: Drawing out other members by showing verbal and nonverbal support, praise, or agreement

Harmonizing: Reconciling differences among team members through mediation or by using humor to relieve tension

Compromising: Offering to yield on a point in the interest of reaching a mutually acceptable decision

Initiating: Getting the team started on a line of inquiry

Information giving or seeking: Offering (or seeking) information relevant to questions facing the team

Coordinating: Showing relationships among ideas, clarifying issues, summarizing what the team has done

Procedure setting: Suggesting decision- making procedures that will move the team toward a goal

Assuming Team Roles

Members of a team can play various roles, which fall into three categories (see Table 2.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec1#ch2tab1) ). Members who assume self-oriented roles (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term20) are motivated mainly to ful�ill personal needs, so they tend to be less productive than other members. “Dream teams” composed of multiple superstars often don’t perform as well as one might expect because high-performing individuals can have trouble putting the team’s needs ahead of their own.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note10) In addition, highly skilled and experienced people with dif�icult personalities might not contribute, for the simple reason that other team members may avoid interacting with them.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note11) Far more likely to contribute to team goals are members who assume team-maintenance roles (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term25) to help everyone work well together and those who assume task-oriented roles (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term23) to help the team reach its goals.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note12)

Each member of a group plays a role that affects the outcome of the group’s activities.

Allowing for Team Evolution

Teams typically evolve through a number of phases on their way to becoming productive (see Figure 2.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec1#ch2�ig1) ). A variety of models have been proposed to describe the evolution toward becoming a productive team. Here is how one commonly used model identi�ies the phases a problem-solving team goes through as it evolves:13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note13)

Teams typically evolve through a variety of phases, such as orientation, con�lict, brainstorming, emergence, and reinforcement.

1. Orientation. Team members socialize, establish their roles, and begin to de�ine their task or purpose. Team-building exercises and activities can help teams break down barriers and develop a sense of shared purpose.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note14) For geographically dispersed virtual teams, creating a “team operating agreement” that sets expectations for online meetings, communication processes, and decision making can help overcome the disadvantages of distance.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note15)

2. Con�lict. Team members begin to discuss their positions and become more assertive in establishing their roles. Disagreements and uncertainties are natural in this phase.

3. Brainstorming. Team members air all the options and fully discuss the pros and cons. At the end of this phase, members begin to settle on a single solution to the problem. Note that while group brainstorming remains a highly popular activity in today’s companies, it may not always be the most productive way to generate new ideas. Some research indicates that having people brainstorm individually and then bring their ideas to a group meeting is more successful.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note16)

4. Emergence. Consensus is reached when the team �inds a solution that all members are willing to support (even if they have reservations).

5. Reinforcement. The team clari�ies and summarizes the agreed-upon solution. Members receive their assignments for carrying out the group’s decision, and they make arrangements for following up on those assignments.

Figure 2.1 Phases of Group Development

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Groups generally progress through several stages on their way to becoming productive and reaching their objectives.

Sources: B. Aubrey Fisher, Small Group Decision Making: Communication and the Group Process, 2nd ed. (New York: McGraw-Hill, 1980), 145-149; Stephen P. Robbins and David A. DeCenzo, Fundamentals of Management, 4th ed. (Upper Saddle River, N.J.: Prentice Hall, 2004), 334-335; Richard L. Daft, Management, 6th ed. (Cincinnati: Thomson South-Western, 2003), 602-603.

You may also hear the process de�ined as forming, storming, norming, performing, and adjourning, the phases identi�ied by researcher Bruce Tuckman when he proposed one of the earliest models of group development.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note17) Regardless of the model you consider, these stages are a general framework for team development. Some teams may move forward and backward through several stages before they become productive, and other teams may be productive right away, even while some or all members are in a state of con�lict.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note18)

Resolving Con�lict

Con�lict in team activities can arise for a number of reasons: competition for resources, disagreement over goals or responsibilities, poor communication, power struggles, or fundamental differences in values, attitudes, and personalities.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note19) Although the term con�lict sounds negative, con�lict isn’t necessarily bad. Con�lict can be constructive if it forces important issues into the open, increases the involvement of team members, and generates creative ideas for solving a problem. Teamwork isn’t necessarily about happiness and harmony; even teams that have some interpersonal friction can excel with effective leadership and team players committed to strong results. As teamwork experts Andy Boynton and Bill Fischer put it, “Virtuoso teams are not about getting polite results.”20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note20)

Con�lict in teams can be either constructive or destructive.

In contrast, con�lict is destructive if it diverts energy from more important issues, destroys the morale of teams or individual team members, or polarizes or divides the team.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note21) Destructive con�lict can lead to win-lose or lose-lose outcomes, in which one or both sides lose, to the detriment of the entire team. If you approach con�lict with the idea that both sides can satisfy their goals to at least some extent (a win-win strategy), you can minimize losses for everyone. For a win-win strategy to work, everybody must believe that (1) it’s possible to �ind a solution that both parties can accept, (2) cooperation is better for the organization than competition, (3) the other party can be trusted, and (4) greater power or status doesn’t entitle one party to impose a solution.

Destructive con�lict can lead to win-lose or lose-lose outcomes.

The following seven measures can help team members successfully resolve con�lict:

Proactive behavior. Deal with minor con�lict before it becomes major con�lict.

Communication. Get those directly involved in a con�lict to participate in resolving it.

Openness. Get feelings out in the open before dealing with the main issues.

Research. Seek factual reasons for a problem before seeking solutions.

Flexibility. Don’t let anyone lock into a position before considering other solutions.

Fair play. Insist on fair outcomes and don’t let anyone avoid a fair solution by hiding behind the rules.

Alliance. Get opponents to �ight together against an “outside force” instead of against each other.

Overcoming Resistance

One particular type of con�lict that can affect team progress is resistance to change. Sometimes this resistance is clearly irrational, such as when people resist any kind of change, whether the change makes sense or not. Sometimes, however, resistance is perfectly logical. A change may require someone to relinquish authority or give up comfortable ways of doing things. If someone is resisting change, you can be persuasive with calm, reasonable communication:

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Use these insights to manage adversarial relationships in the workplace and keep them from getting destructive. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Express understanding. You might say, “I understand that this change might be dif�icult, and if I were in your position, I might be reluctant myself.” Help the other person relax and talk about his or her anxiety so that you have a chance to offer reassurance.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note22)

Bring resistance out into the open. When people are noncommittal and silent, they may be tuning you out without even knowing why. Continuing with your argument is futile. Deal directly with the resistance, without accusing. You might say, “You seem to have reservations about this idea. Have I made some faulty assumptions?” Such questions force people to face and de�ine their resistance.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note23)

Evaluate others’ objections fairly. Use active listening to focus on what the other person is expressing, both the words and the feelings. Get the person to open up so that you can understand the basis for the resistance. Others’ objections may raise legitimate points that you’ll need to discuss, or they may reveal problems that you’ll need to minimize.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note24)

Hold your arguments until the other person is ready for them. Getting your point across depends as much on the other person’s frame of mind as it does on your arguments. You can’t assume that a strong argument will speak for itself. By becoming more audience centered, you will learn to address the other person’s emotional needs �irst.

When you encounter resistance or hostility, try to maintain your composure and address the other person’s emotional needs.

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2 LEARNING OBJECTIVE Offer guidelines for collaborative communication, identify major collaboration technologies, and explain how to give constructive feedback.

2.2 Collaborating on Communication Efforts When a team collaborates on reports, websites, presentations, and other communication projects, the collective energy and expertise of the various members can produce results that transcend what each individual could do alone.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note25) However, collaborating on team messages requires special effort and planning.

GUIDELINES FOR COLLABORATIVE WRITING In any collaborative effort, team members coming from different backgrounds may have different work habits or priorities: A technical expert may focus on accuracy and scienti�ic standards, an editor may be more concerned about organization and coherence, and a manager may focus on schedules, cost, and corporate goals. In addition, team members differ in writing styles, work habits, and personality traits.

MOBILE APPS

Freedcamp is a free collaboration and project management system.

To collaborate effectively, everyone must be �lexible and open to other opinions, focusing on team objectives rather than on individual priorities.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note26) Successful writers know that most ideas can be expressed in many ways, so they avoid the “my way is best” attitude. The following guidelines will help you collaborate more successfully:27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note27)

Successful collaboration on writing projects requires a number of steps, from selecting the right partners and agreeing on project goals to establishing clear processes and avoiding writing as a group.

Select collaborators carefully. Whenever possible, choose a combination of people who together have the experience, information, and talent needed for each project.

Agree on project goals before you start. Starting without a clear idea of what the team hopes to accomplish inevitably leads to frustration and wasted time.

Give your team time to bond before diving in. If people haven’t had the opportunity to work together before, make sure they can get to know each other before being asked to collaborate.

Clarify individual responsibilities. Because members will be depending on each other, make sure individual responsibilities are clear.

Establish clear processes. Make sure everyone knows how the work will be managed from start to �inish.

Avoid composing as a group. The actual composition is the only part of developing team messages that does not usually bene�it from group participation. Brainstorming the wording of short pieces of text, particularly headlines, slogans, and other high-visibility elements, can be an effective way to stimulate creative word choices. However, for longer projects, it is usually more ef�icient to plan, research, and outline together but assign the task of writing to one person or divide larger projects among multiple writers. If you divide the writing, try to have one person do a �inal revision pass to ensure a consistent style.

Make sure tools and techniques are ready and compatible across the team. Even minor details such as different versions of software can delay projects.

Check to see how things are going along the way. Don’t assume that everything is working just because you don’t hear anything negative.

TECHNOLOGIES FOR COLLABORATIVE WRITING A variety of tools and systems are available to help writers collaborate on everything from short documents to entire websites. The simplest tools are software features such as commenting (which lets colleagues write comments in a document without modifying the document text) and change tracking (which lets one or more writers propose changes to the text while keeping everyone’s edits separate and reversible). The widely used Adobe Acrobat electronic document system (PDF �iles) also has group review and commenting features, including the option for live collaboration.

A wide variety of collaboration tools now exist to help professionals work on reports, presentations, and other communication efforts.

Collaboration Systems

Writing for websites often involves the use of a content management system (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term6) , which organizes and controls website content and can include features

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that help team members work together on webpages and other documents. These tools range from simple blogging systems on up to enterprise systems that manage web content across an entire corporation. Many systems include work�low features that control how pages or documents can be created, edited, and published.

In contrast to the formal controls of a content management system, a wiki (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term28) , from the Hawaiian word for quick, is a website that allows anyone with access to add new material and edit existing material. Public wikis (Wikipedia is the best known of these) allow any registered user to edit pages; private wikis are accessible only with permission. A key bene�it of wikis is the freedom to post new or revised material without prior approval. Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) offers guidelines for effective wiki collaboration.

Wiki bene�its include simple operation and the ability to post new or revised material instantly without a formal review process.

Teams and other work groups can also take advantage of a set of broader technologies often referred to as groupware or collaboration platforms. These technologies let people communicate, share �iles, review previous message threads, work on documents simultaneously, and connect using social networking tools. These systems help companies capture and share knowledge from multiple experts, bringing greater insights to bear on tough challenges.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note28) Collaboration systems often take advantage of cloud computing, a somewhat vague term that refers to “on-demand” capabilities delivered over the Internet, rather than through conventional on-site software.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note29)

Shared workspaces (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term21) are online “virtual of�ices” that give everyone on a team access to the same set of resources and information (see Figure 2.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec9#ch2�ig2) on the next page). You may see some of these workspaces referred to as intranets (restricted-access websites that are open to employees only) or extranets (restricted sites that are available to employees and to outside parties by invitation only). Many intranets have now evolved into social networking systems that include a variety of communication and collaboration tools, from microblogging to video clip libraries. For example, the performance troupe Blue Man Group uses a social intranet to help its 500 employees plan, stage, and promote shows all over the world.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note30)

Social Networks and Virtual Communities

Social networking technologies are rede�ining teamwork and team communication by helping erase the constraints of geographic and organization boundaries. Some companies use social networks to form virtual communities or communities of practice that link employees with similar professional interests throughout the company and sometimes with customers and suppliers as well.

A community of practice links professionals with similar job interests; a key bene�it is accumulating long-term organizational knowledge.

Figure 2.2 Shared Workspaces

Shared workspaces give employees instant access to all the �iles they need.

Source: Copyright © 2011 by Wize Hive. Reprinted with permission.

The huge advantage that social networking brings to these team efforts is in identifying the best people to collaborate on each problem or project, no matter where they are around the world or what their of�icial roles are in the organization. Such communities are similar to teams in many respects, but one major difference is in the responsibility for accumulating organizational knowledge over the long term. For example, the pharmaceutical company P�izer has a number

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of permanent product-safety communities that provide specialized advice on drug safety issues to researchers throughout the organization.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note31)

Internal social networks help companies assemble the best resources for a given task, regardless of where the employees are located.

Social networking can also help a company maintain a sense of community even as it grows beyond the size that normally permits a lot of daily interaction. At the online retailer Zappos, fostering a supportive work environment is the company’s top priority. To encourage the sense of community among its expanding workforce, Zappos uses social networking tools to track employee connections and encourage workers to reach out and build relationships.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note32)

Collaboration via Mobile Devices

Mobile devices add another layer of options for collaborative writing and other communication projects, particularly when used with cloud computing. Today’s mobile systems can do virtually everything that �ixed-web collaboration systems can do, from writing on virtual whiteboards to sharing photos, videos, and other multimedia �iles.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note33) Mobility lets workers participate in online brainstorming sessions, seminars, and other formal or informal events from wherever they happen to be at the time. This �lexibility can be particularly helpful during the review and production stages of major projects, when deadlines are looming and decisions and revisions need to be made quickly.

Collaboration apps for mobile devices support nearly all the features of computer-based platforms.

An important aspect of mobile collaboration and mobile communication in general is uni�ied communication (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term26) , which integrates such capabilities as voice and video calling, voice and video conferencing, instant messaging, and real-time collaboration software into a single system. By minimizing or eliminating the need to manage multiple communication systems and devices, uni�ied communication promises to improve response times, productivity, and collaboration efforts.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note34)

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The bene�its of mobile collaboration

Going mobile helps teams get work faster and more effectively. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

GIVING—AND RESPONDING TO—CONSTRUCTIVE FEEDBACK Aside from processes and tools, collaborative communication often involves giving and receiving feedback about writing efforts. Constructive feedback (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term4) , sometimes called constructive criticism, focuses on the process and outcomes of communication, not on the people involved (see Table 2.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec9#ch2tab2) ). In contrast, destructive feedback (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term8) delivers criticism with no guidance to stimulate im-provement.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note35) For example, “This proposal is a confusing mess, and you failed to convince me of anything” is destructive feedback. The goal is to be more constructive: “Your proposal could be more effective with a clearer description of the manufacturing process and a well-organized explanation of why the positives outweigh the negatives.” When giving feedback, avoid personal attacks and give the person clear guidelines for improvement.

When you give writing feedback, make it constructive by focusing on how the material can be improved.

TABLE 2.2 Giving Constructive Feedback How to Be Constructive Explanation

Think through your suggested changes carefully.

Many business documents must illustrate complex relationships between ideas and other information, so isolated and super�icial edits can do more harm than good.

Discuss improvements rather than �laws.

Instead of saying “this is confusing,” for instance, explain how the writing can be improved to make it clearer.

Focus on controllable behavior. The writer may not have control over every variable that affected the quality of the message, so focus on those aspects the writer can control.

Be speci�ic. Comments such as “I don’t get this” or “Make this clearer” don’t give the writer much direction.

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How to Be Constructive Explanation

Keep feedback impersonal. Focus comments on the message, not on the person who created it.

Verify understanding. If in doubt, ask for con�irmation from the recipient to make sure that the person understood your feedback.

Time your feedback carefully. Respond in a timely fashion so that the writer will have suf�icient time to implement the changes you suggest.

Highlight any limitations your feedback may have.

If you didn’t have time to give the document a thorough edit, or if you’re not an expert in some aspect of the content, let the writer know so that he or she can handle your comments appropriately.

When you receive constructive feedback, resist the understandable urge to defend your work or deny the validity of the feedback. Remaining open to criticism isn’t easy when you’ve invested lots of time and energy in a project, but good feedback provides a valuable opportunity to learn and to improve the quality of your work.

When you receive constructive feedback on your writing, keep your emotions in check and view it as an opportunity to improve.

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3 LEARNING OBJECTIVE List the key steps needed to ensure productive team meetings.

2.3 Making Your Meetings More Productive Much of your workplace communication will occur during in-person or online meetings, so to a large degree, your ability to contribute to the company—and to be recognized for your contributions—will depend on your meeting skills. Well-run meetings can help companies solve problems, develop ideas, and identify opportunities. Meetings can also be a great way to promote team building through the experience of social interaction.36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note36) As useful as meetings can be, though, they can be a waste of time if they aren’t planned and managed well. You can help ensure productive meetings by preparing carefully, conducting meetings ef�iciently, and using meeting technologies wisely.

PREPARING FOR MEETINGS The �irst step in preparing for a meeting is to make sure the meeting is really necessary. Meetings can consume hundreds or thousands of dollars of productive time while taking people away from other work, so don’t hold a meeting if some other form of communication (such as a blog post) can serve the purpose as effectively.37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note37) If a meeting is truly necessary, proceed with these four planning tasks:

To ensure a successful meeting, decide on your purpose ahead of time, select the right participants, choose the venue and time, and set a clear agenda.

De�ine your purpose. Meetings can focus on exchanging information, reaching decisions, or collaborating to solve problems or identify opportunities. Whatever your purpose, de�ine the best possible result of the meeting (such as “we carefully evaluated all three product ideas and decided which one to invest in”). Use this hoped-for result to shape the direction and content of the meeting.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note38)

Figure 2.3 Typical Meeting Agenda

Agenda formats vary widely, depending on the complexity of the meeting and the presentation technologies that will be used. One good approach is to �irst distribute a detailed planning agenda so that presenters know what they need to prepare, then create a simpler display agenda such as this PowerPoint slide to guide the progress of the meeting. Note how the agenda includes the time limit for each topic.

Select participants for the meeting. The rule here is simple: Invite everyone who really needs to be involved, and don’t invite anyone who doesn’t. For decision-making meetings, for example, invite only those people who are in a direct position to help the meeting reach its objective. The more people you have, the longer it will take to reach consensus. Meetings with more than 10 or 12 people can become unmanageable if everyone is expected to participate in the discussion and decision making.

Choose the venue and the time. Online meetings are often the best way and sometimes the only way to connect people in multiple locations or to reach large audiences. For in-person meetings, review the facility and the seating arrangements. Is theater-style seating suitable, or do you need a conference

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table or some other arrangement? Pay attention to room temperature, lighting, ventilation, acoustics, and refreshments; these details can make or break a meeting. If you have control over the timing, morning meetings are often more productive because people are generally more alert and not yet engaged with the work of the day.

Set the agenda. The success of a meeting depends on the preparation of the participants. Distribute a carefully written agenda to participants, giving them enough time to prepare as needed (see Figure 2.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec16#ch2�ig3) ). A productive agenda answers three key questions: (1) What do we need to do in this meeting to accomplish our goals? (2) What issues will be of greatest importance to all participants? (3) What information must be available in order to discuss these issues?39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note39)

CONDUCTING AND CONTRIBUTING TO EFFICIENT MEETINGS Everyone in a meeting shares the responsibility for making the meeting productive. If you’re the leader, however, you have an extra degree of responsibility and accountability. The following guidelines will help leaders and participants contribute to more effective meetings:

Everyone shares the responsibility for successful meetings.

Keep the discussion on track. A good meeting draws out the best ideas and information the group has to offer. Good leaders occasionally need to guide, mediate, probe, stimulate, summarize, and redirect discussions that have gotten off track.

Follow agreed-upon rules. The larger the meeting, the more formal you need to be to maintain order. Formal meetings use parliamentary procedure (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term16) , a time-tested method for planning and running effective meetings. The best-known guide to this procedure is Robert’s Rules of Order.

Encourage participation. You may discover that some participants are too quiet and others are too talkative. Draw out nonparticipants by asking for their input. For the overly talkative, you can say that time is limited and others need to be heard.

Participate actively. Make a point to contribute to the progress of the meeting and the smooth interaction of participants. Use your listening skills and powers of observation to size up the interpersonal dynamics of the group, then adapt your behavior to help the group achieve its goals. Speak up if you have something useful to say, but don’t talk or ask questions just to demonstrate how much you know about the subject at hand.

Use mobile devices respectfully. Tweeting key points from a convention speech or using your phone or tablet to jot down essential ideas and follow-up questions can be productive and respectful ways to use a device during a meeting. Checking Facebook or working on unrelated tasks is not. If you intend to use your device to take notes during a meeting, consider letting the meeting leader know that’s what you’re doing.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note40)

Close effectively. At the conclusion of the meeting, verify that the objectives have been met or arrange for follow-up work, if needed. Either summarize the general conclusion of the discussion or the actions to be taken. Make sure all participants have a chance to clear up any misunderstandings.

PUTTING MEETING RESULTS TO PRODUCTIVE USE In most cases, the value of a meeting doesn’t end when the meeting ends. For example, problems or opportunities brought up during a meeting need to be addressed, any action items assigned during the meeting need to be acted on, and key decisions and announcements should be distributed to anyone who is affected but was unable to attend. Having a written, audio, or video record of a meeting also gives the participants a chance to verify their impressions and conclusions.

The conventional method of recording meetings is through written minutes (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term13) , a summary of the important information presented and the decisions made (see Figure 2.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec16#ch2�ig4) on the next page). One person is usually assigned to keep notes as the meeting progresses and then to share them afterward. The speci�ic format of the minutes is less important than making sure you record all the key information, particularly regarding responsibilities that were assigned during the meeting. Typical elements include a list of those present and a list of those who were invited but didn’t attend, followed by the times the meeting started and ended, all major decisions reached at the meeting, all assignments of tasks to meeting participants, and all subjects that were deferred to a later meeting. In addition, the minutes objectively summarize important discussions, noting the names of those who contributed major points. Any handouts, electronic slides, or supporting documents can be attached to the minutes when they are distributed.

Minutes are written summaries of important information presented and the decisions made in meetings.

Depending on the meeting technologies at your disposal (see next section), you may have software speci�ically designed to record, distribute, and store meeting minutes. Some systems automatically forward action items to each employee, record audio discussions for future playback, and make all the relevant documents and �iles available in one convenient place.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note41)

To review the tasks that contribute to productive meetings, refer to “Checklist: Improving Meeting Productivity.”

Figure 2.4 Typical Meeting Minutes

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The speci�ic format of meeting minutes is less important than making sure you record all the key information, particularly regarding responsibilities assigned during the meeting. No matter what medium is used, key elements of meeting minutes include a list of those present and a list of those who were invited but didn’t attend, followed by the times the meeting started and ended, all major decisions reached at the meeting, all assignments of tasks to meeting participants, and all subjects that were deferred to a later meeting. Minutes objectively summarize important discussions, noting the names of those who contributed major points. Outlines, subheadings, and lists help organize the minutes; additional documentation is noted in the minutes and attached.

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4 LEARNING OBJECTIVE Identify the major technologies used to enhance or replace inperson meetings.

2.4 Using Meeting Technologies Today’s companies use a number of technologies to enhance or even replace traditional inperson meetings. Holding virtual meetings (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term27) can dramatically reduce costs and resource usage, reduce wear and tear on employees, and give teams access to a wider pool of expertise.

CHECKLIST ✓ Improving Meeting Productivity A. Prepare carefully.

Make sure the meeting is necessary.

Decide on your purpose.

Select participants carefully.

Choose the venue and the time.

Establish and distribute a clear agenda.

B. Lead effectively and participate fully.

Keep the meeting on track.

Follow agreed-upon rules.

Encourage participation.

Participate actively.

Close effectively.

C. Put the results to effective use.

Distribute meeting minutes to participants and other interested parties.

Make sure task assignments are clearly communicated.

Instant messaging (IM) and teleconferencing are the simplest forms of virtual meetings. Videoconferencing lets participants see and hear each other, demonstrate products, and transmit other visual information. Telepresence (see Figure 2.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec20#ch2�ig5) ) enables realistic conferences in which participants thousands of miles apart almost seem to be in the same room.42 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note42) The ability to convey nonverbal subtleties such as facial expressions and hand gestures makes these systems particularly good for negotiations, collaborative problem solving, and other complex discussions.43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note43)

The most sophisticated web-based meeting systems combine the best of real-time communication, shared workspaces, and videoconferencing with other tools, such as virtual whiteboards, that let teams collaborate in real time. Such systems are used for everything from spontaneous discussions among small groups to carefully planned formal events such as press conferences, training sessions, sales presentations, and webinars (web-based seminars).44 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note44) One of the newest virtual tools is online brainstorming, in which a company can conduct “idea campaigns” to generate new ideas from people across the organization.

Conducting successful virtual meetings requires extra planning beforehand and more diligence during the meeting. Recognizing the limitations of the virtual meeting format is a key to using it successfully.45 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note45) Because virtual meetings offer less visual contact and nonverbal communication than in-person meetings, leaders need to make sure everyone stays engaged and has the opportunity to contribute. Paying attention during online meetings takes greater effort as well. Participants need to stay committed to the meeting and resist the temptation to work on unrelated tasks.46 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note46)

Conducting successful virtual meetings requires extra planning and more diligence during the meeting.

For the latest information on meeting technologies, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) .

MOBILE APPS

WebEx Mobile gives you mobile access to one of the world’s most popular online meeting platforms.

Figure 2.5 Telepresence

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How many people are actually in this conference room in Chicago? Only the two people in the foreground are in the room; the other six are in Atlanta and London. Virtual meeting technologies such as this telepresence system connect people spread across the country or around the world.

Source: Peter Wynn Thompson/Redux Pictures

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5 LEARNING OBJECTIVE Identify three major modes of listening, describe the listening process, and explain the problem of selective listening.

2.5 Improving Your Listening Skills Your long-term career prospects are closely tied to your ability to listen effectively. In fact, some 80 percent of top executives say listening is the most important skill needed to get things done in the workplace.47 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note47) Plus, today’s younger employees place a high premium on being heard, so listening is becoming even more vital for managers.48 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note48)

Effective listening strengthens organizational relationships, alerts the organization to opportunities for innovation, and allows the organization to manage growing diversity both in the workforce and in the customers it serves.49 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note49) Companies whose employees and managers listen effectively are able to stay informed, up to date, and out of trouble. Conversely, poor listening skills can cost companies millions of dollars per year as a result of lost opportunities, legal mistakes, and other errors. Effective listening is also vital to the process of building trust between organizations and between individuals.50 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note50)

Listening is one of the most important skills in the workplace.

RECOGNIZING VARIOUS TYPES OF LISTENING

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Effective listeners adapt their listening approaches to different situations. The primary goal of content listening (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term5) is to understand and retain the information in the speaker’s message. Because you’re not evaluating the information at this point, it doesn’t matter whether you agree or disagree, approve or disapprove—only that you understand. Try to overlook the speaker’s style and any limitations in the presentation; just focus on the information.51 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note51)

To be a good listener, adapt the way you listen to suit the situation.

The goal of critical listening (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term7) is to understand and evaluate the meaning of the speaker’s message on several levels: the logic of the argument, the strength of the evidence, the validity of the conclusions, the implications of the message, the speaker’s intentions and motives, and the omission of any important or relevant points. If you’re skeptical, ask questions to explore the speaker’s point of view and credibility. Be on the lookout for bias that could color the way the information is presented, and be careful to separate opinions from facts.52 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note52)

The goal of empathic listening (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term9) is to understand the speaker’s feelings, needs, and wants so that you can appreciate his or her point of view, regardless of whether you share that perspective. By listening with empathy, you help the individual vent the emotions that prevent a calm, clear-headed approach to the subject. Avoid the temptation to jump in with advice unless the person speci�ically asks for it. Also, don’t judge the speaker’s feelings, and don’t try to tell people they shouldn’t feel this or that emotion. Instead, let the speaker know that you appreciate his or her feelings and understand the situation. After you establish that connection, you can help the speaker move on to search for a solution.53 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note53)

No matter what mode they are using at any given time, effective listeners try to engage in active listening (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term1) , making a conscious effort to turn off their own �ilters and biases to truly hear and understand what the other party is saying. They ask questions to verify key points and encourage the speaker through positive body language.54 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note54)

Listening actively means making the effort to turn off your internal “�ilters” and biases to truly hear and understand what the other person is saying.

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UNDERSTANDING THE LISTENING PROCESS Listening is a far more complex process than most people think—and most of us aren’t very good at it. People typically listen at no better than a 25 percent ef�iciency rate, remember only about half of what’s said during a 10-minute conversation, and forget half of that within 48 hours.55 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note55) Furthermore, when questioned about material they’ve just heard, they are likely to get the facts mixed up.56 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note56)

Why is such a seemingly simple activity so dif�icult? The reason is that listening is not a simple process, by any means. Listening follows the same sequence as the general communication process model described in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) (page 10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#page_10) ), with the added challenge that it happens in real time. To listen effectively, you need to successfully complete �ive steps:57 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note57)

Listening involves �ive steps: receiving, decoding, remembering, evaluating, and responding.

1. Receiving. You start by physically hearing the message and acknowledging it. Physical reception can be blocked by noise, impaired hearing, or inattention. Some experts also include nonverbal messages as part of this stage because these factors in�luence the listening process as well.

2. Decoding. Your next step is to assign meaning to sounds, which you do according to your own values, beliefs, ideas, expectations, roles, needs, and personal history.

3. Remembering. Before you can act on the information, you need to store it for future processing. As you learned in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) , incoming messages must �irst be captured in short-term memory before being transferred to long-term memory for more permanent storage.

4. Evaluating. Your next step is to evaluate the message by applying critical thinking skills to separate fact from opinion and evaluate the quality of the evidence.

5. Responding. After you’ve evaluated the speaker’s message, you react. If you’re communicating one-on-one or in a small group, the initial response generally takes the form of verbal feedback. If you’re one of many in an audience, your initial response may take the form of applause, laughter, or silence. Later on, you may act on what you have heard.

If any one of these steps breaks down, the listening process becomes less effective or may even fail entirely. As both a sender and a receiver, you can reduce the failure rate by recognizing and overcoming a variety of physical and mental barriers to effective listening.

OVERCOMING BARRIERS TO EFFECTIVE LISTENING

Good listeners actively try to overcome barriers to successful listening.

Good listeners look for ways to overcome potential barriers throughout the listening process (see Table 2.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec21#ch2tab3) ). You may not be able to control some factors, such as conference room acoustics or poor phone reception. However, you can control other factors, such as not interrupting speakers and not creating distractions that make it dif�icult for others to pay attention. And don’t think you’re not interrupting just because you’re not talking. Such actions as texting or checking your watch can interrupt a speaker and lead to communication breakdowns.

TABLE 2.3 What Makes an Effective Listener? Effective Listeners Ineffective Listeners

Listen actively. Listen passively.

Take careful and complete notes, when applicable. Take no notes or ineffective notes.

Make frequent eye contact with the speaker (depends on culture to some extent). Make little or no eye contact—or inappropriate eye contact.

Stay focused on the speaker and the content. Allow their minds to wander, are easily distracted, work on unrelated tasks.

Mentally paraphrase key points to maintain attention level and ensure comprehension. Fail to paraphrase.

Adjust listening style to the situation. Listen with the same style, regardless of the situation.

Give the speaker nonverbal cues (such as nodding to show agreement or raising eyebrows to show surprise or skepticism).

Fail to give the speaker nonverbal feedback.

Save questions or points of disagreement until an appropriate time. Interrupt whenever they disagree or don’t understand.

Overlook stylistic differences and focus on the speaker’s message. Are distracted by or unduly in�luenced by stylistic differences; are judgmental.

Make distinctions between main points and supporting details. Are unable to distinguish main points from details.

Look for opportunities to learn. Assume they already know everything that’s important toknow. Sources: Adapted from Madelyn Burley-Allen, Listening: The Forgotten Skill (New York: Wiley, 1995), 70–71, 119–120; Judi Brownell, Listening: Attitudes, Principles, and Skills (Boston: Allyn & Bacon, 2002); 3, 9, 83, 89, 125; Larry Barker and Kittie Watson, Listen Up (New York: St. Martin’s, 2000), 8, 9, 64.

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Selective listening (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term19) is one of the most common barriers to effective listening. If your mind wanders, you may stay tuned out until you hear a word or phrase that gets your attention again. But by that time, you’re unable to recall what the speaker actually said; instead, you remember what you think the speaker probably said.58 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note58)

One reason listeners’ minds tend to wander is that people think faster than they speak. Most people speak at about 120 to 150 words per minute, but listeners can process audio information at up to 500 words per minute or more.59 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note59) Consequently, your brain has a lot of free time whenever you’re listening, and if left unsupervised, it will �ind a thousand other things to think about. Make the effort to focus on the speaker and use the extra time to analyze and paraphrase what you hear or to take relevant notes.

Your mind can process information much faster than most speakers talk, so you need to focus to listen effectively.

Overcoming interpretation barriers can be dif�icult because you may not even be aware of them. As Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) notes, selective perception leads listeners to mold messages to �it their own conceptual frameworks. Listeners sometimes make up their minds before fully hearing the speaker’s message, or they engage in defensive listening—protecting their egos by tuning out anything that doesn’t con�irm their beliefs or their view of themselves.

Even when your intentions are good, you can still misinterpret incoming messages if you and the speaker don’t share enough language or experience. When listening to a speaker whose native language or life experience is different from yours, try to paraphrase that person’s ideas. Give the speaker a chance to con�irm what you think you heard or to correct any misinterpretation.

If the information you hear will be important to use later, write it down or otherwise record it. Don’t rely on your memory. If you do need to memorize, you can hold information in short-term memory by repeating it silently or organizing a long list of items into several shorter lists. To store information in long-term memory, four techniques can help: (1) associate new information with something closely related (such as the restaurant in which you met a new client), (2) categorize the new information into logical groups (such as alphabetizing a list of names), (3) visualize words and ideas as pictures, and (4) create mnemonics such as acronyms or rhymes.

For a reminder of the steps you can take to overcome listening barriers, see “Checklist: Overcoming Barriers to Effective Listening.”

CHECKLIST ✓ Overcoming Barriers to Effective Listening

Lower barriers to physical reception whenever you can (such as avoiding interrupting speakers by asking questions or by exhibiting disruptive nonverbal behaviors).

Avoid selective listening by focusing on the speaker and carefully analyzing what you hear.

Keep an open mind by avoiding any prejudgment and by not listening defensively.

Don’t count on your memory; write down or record important information.

Improve your short-term memory by repeating information or breaking it into shorter lists.

Improve your long-term memory by using association, categorization, visualization, and mnemonics.

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6 LEARNING OBJECTIVE Explain the importance of nonverbal communication, and identify six major categories of nonverbal expression.

2.6 Improving Your Nonverbal Communication Skills Nonverbal communication (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2term14) is the interpersonal process of sending and receiving information, both intentionally and unintentionally, without using written or spoken language. Nonverbal signals play a vital role in communication because they can strengthen a verbal message (when the nonverbal signals match the spoken words), weaken a verbal message (when nonverbal signals don’t match the words), or replace words entirely. For example, you might tell a client that a project is coming along nicely, but your forced smile and nervous glances will send an entirely different message.

Nonverbal communication can supplement or even replace verbal messages (those that use words).

RECOGNIZING NONVERBAL COMMUNICATION You’ve been tuned in to nonverbal communication since your �irst contact with other human beings. Paying special attention to nonverbal signals in the workplace will enhance your ability to communicate successfully. Moreover, as you work with a diverse range of people in the global marketplace, you’ll also need to grasp the different meanings of common gestures, expressions, and other signals in various cultures. Six types of signals are particularly important:

Nonverbal signals include facial expression, gesture and posture, vocal characteristics, personal appearance, touch, and time and space.

Facial expression. Your face is the primary vehicle for expressing your emotions; it reveals both the type and the intensity of your feelings.60 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note60) Your eyes are especially effective for indicating attention and interest, in�luencing others, regulating interaction, and establishing dominance.61 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note61)

Gesture and posture. The way you position and move your body expresses both speci�ic and general messages, some voluntary and some involuntary. Many gestures—a wave of the hand, for example—have speci�ic and intentional meanings. Other types of body movement are unintentional and express more general messages. Slouching, leaning forward, �idgeting, and walking briskly are all unconscious signals that can reveal whether you feel con�ident or nervous, friendly or hostile, assertive or passive, powerful or powerless.

Vocal characteristics. Voice carries both intentional and unintentional messages. A speaker can intentionally control pitch, pace, and stress to convey a speci�ic message. For instance, compare “What are you doing?” and “What are you doing?” Unintentional vocal characteristics can convey happiness, surprise, fear, and other emotions (for example, fear often increases the pitch and pace of your speaking voice).

Personal appearance. People respond to others on the basis of their physical appearance, sometimes fairly and other times unfairly. Although an individual’s body type and facial features impose some limitations on appearance, you can control grooming, clothing, accessories, piercings, tattoos, and hairstyle. To make a good impression, adopt the style of the people you want to impress. Many employers also have guidelines concerning attire, body art, and other issues, so make sure you understand and follow them.62 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note62)

Touch. Touch is an important way to convey warmth, comfort, and reassurance—as well as control. Touch is so powerful, in fact, that it is governed by cultural customs that establish who can touch whom and how in various circumstances. Even within each culture’s norms, however, individual attitudes toward touch vary widely. A manager might be comfortable using hugs to express support or congratulations, but his or her subordinates could interpret those hugs as a show of dominance or sexual interest.63 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note63) Touch is a complex subject. The best advice: When in doubt, don’t touch.

Time and space. Like touch, time and space can be used to assert authority, imply intimacy, and send other nonverbal messages. For instance, some people try to demonstrate their own importance or disregard for others by making other people wait; others show respect by being on time. Similarly, taking care not to invade private space, such as standing too close when talking, is a way to show respect for others. Keep in mind that expectations regarding both time and space vary by culture.

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Send these nonverbal signals to build credibility in conversations. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

USING NONVERBAL COMMUNICATION EFFECTIVELY

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Paying attention to nonverbal cues will make you a better speaker and a better listener. When you’re talking, be more conscious of the nonverbal cues you could be sending. Are they effective without being manipulative? Consider a situation in which an employee has come to you to talk about a raise. This situation is stressful for the employee, so don’t say you’re interested in what she has to tell you and then spend your time glancing at your computer or checking your watch. Conversely, if you already know you won’t be able to give her the raise, be honest in your expression of emotions. Don’t overcompensate for your own stress by smiling too broadly or shaking her hand too vigorously. Both nonverbal signals would raise her hopes without justi�ication. In either case, match your nonverbal cues to the tone of the situation.

Work to make sure your nonverbal signals match the tone and content of your spoken communication.

Also consider the nonverbal signals you send when you’re not talking—the clothes you wear, the way you sit, the way you walk. Are you talking like a serious business professional but dressing like you belong in a dance club or a frat house? Whether or not you think it is fair to be judged on super�icial matters, the truth is that you are judged this way. Don’t let careless choices or disrespectful habits undermine all the great work you’re doing on the job.

What signals does your personal appearance send?

When you listen, be sure to pay attention to the speaker’s nonverbal cues. Do they amplify the spoken words or contradict them? Is the speaker intentionally using nonverbal signals to send you a message that he or she can’t put into words? Be observant, but don’t assume that you can “read someone like a book.” Nonverbal signals are powerful, but they aren’t infallible, particularly if you don’t know a person’s normal behavioral patterns.64 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note64) For example, contrary to popular belief, avoiding eye contact and covering one’s face while talking are not reliable clues that someone is lying. Even when telling the truth, most people don’t make uninterrupted eye contact with the listeners, and various gestures such as touching one’s face might be normal behavior for particular people.65 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note65) Moreover, these and other behaviors may be in�luenced by culture (in some cultures, sustained eye contact can be interpreted as a sign of disrespect) or might just be ways of coping with stressful situations.66 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note66)

If something doesn’t feel right, ask the speaker an honest and respectful question; doing so may clear everything up, or it may uncover issues you need to explore further. See “Checklist: Improving Nonverbal Communication Skills” for a summary of key ideas regarding nonverbal skills.

CHECKLIST ✓ Improving Nonverbal Communication Skills

Understand the roles that nonverbal signals play in communication, complementing verbal language by strengthening, weakening, or replacing words.

Note that facial expressions (especially eye contact) reveal the type and intensity of a speaker’s feelings.

Watch for cues from gestures and posture.

Listen for vocal characteristics that can signal the emotions underlying the speaker’s words.

Recognize that listeners are in�luenced by physical appearance.

Be careful with physical contact; touch can convey positive attributes but can also be interpreted as dominance or sexual interest.

Pay attention to the use of time and space.

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7 LEARNING OBJECTIVE Explain the importance of business etiquette, and identify four key areas in which good etiquette is essential.

2.7 Developing Your Business Etiquette You may have noticed a common thread running through the topics of successful teamwork, productive meetings, effective listening, and nonverbal communication: All these activities depend on mutual respect and consideration among all participants. Nobody wants to work with someone who is rude to colleagues or an embarrassment to the company. Moreover, shabby treatment of others in the workplace can be a huge drain on morale and productivity.67 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note67) Poor etiquette can drive away customers, investors, and other critical audiences—and it can limit your career potential.

This section addresses some key etiquette points to remember when you’re in the workplace, out in public, online, and using mobile devices. Long lists of etiquette rules can be dif�icult to remember, but you can get by in most every situation by remembering to be aware of your effect on others, treating everyone with respect, and keeping in mind that the impressions you leave behind can have a lasting effect on you and your company. As etiquette expert Cindy Post Senning points out, “The principles of respect, consideration, and honesty are universal and timeless.”68 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note68)

Etiquette is an essential element of every aspect of business communication.

BUSINESS ETIQUETTE IN THE WORKPLACE Workplace etiquette includes a variety of behaviors, habits, and aspects of nonverbal communication. Although it isn’t always thought of as an element of etiquette, your personal appearance in the workplace sends a strong signal to managers, colleagues, and customers (see Figure 2.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec28#ch2�ig6) ). Pay attention to the style of dress where you work and adjust your style to match. Expectations for speci�ic jobs, companies, and industries can vary widely. The �inancial industries tend to be more formal than high-tech �irms, for instance, and sales and executive positions usually involve more formal expectations than positions in engineering or manufacturing. Observe others, and don’t be afraid to ask for advice. If you’re not sure, dress modestly and simply—earn a reputation for what you can do, not for what you wear. Table 2.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec28#ch2tab4) offers some general guidelines on assembling a business wardrobe that’s cost-effective and �lexible.

Personal appearance can have considerable impact on your success in business.

Grooming is as important as attire. Pay close attention to cleanliness, and avoid using products with powerful scents, such as perfumed soaps, colognes, shampoos, and aftershave lotions (many people are bothered by these products, and some are allergic to them).

IM and other text-based tools have taken over many exchanges that used to take place over the phone, but phone skills are still essential. Because phone calls lack the visual richness of face-to-face conversations, you have to rely on your attitude and tone of voice to convey con�idence and professionalism. Here are some important tips for using phones at work (for etiquette points speci�ically about mobile devices, see page 55 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec28#page_55) ):69 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note69)

Your telephone skills will be vital to your business success.

Be conscious of how your voice sounds. Don’t speak in a monotone; vary your pitch and in�lections so people know you’re interested. Slow down when conversing with people whose native language isn’t the same as yours.

Be courteous when you call someone. Identify yourself and your organization, brie�ly describe why you’re calling, and verify that you’ve called at a good time. Minimize the noise level in your environment as much as possible. For important or complicated conversations, plan what you want to say before calling.

Figure 2.6 Showing Respect for Organizational Culture

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Being aware of expectations for personal appearance in a business setting is not only a sign of respect, it will help keep you from making career-limiting mistakes.

Source: Paul Bradbury/OJO Images Ltd/Alamy

Convey a positive, professional attitude when you answer the phone. Answer promptly and with a smile so that you sound welcoming. Identify yourself and your company (some companies have speci�ic instructions for what to say when you answer). Establish the needs of your caller by asking, “How may I help you?” If you know the caller’s name, use it. If you can’t answer the caller’s questions, either forward the call to a colleague who can or advise the caller on how to get his or her questions resolved. If you do forward a call, put the caller on hold and call the next person yourself to verify that he or she is available.

Basic courtesy on the phone makes communication more ef�icient and more pleasant for everyone involved.

TABLE 2.4 Assembling a Business Wardrobe 1 Smooth and Finished (Start with This)

2 Elegant and Re�ined (To Column 1, Add This)

3 Crisp and Starched (To Column 2, Add This)

4 Up-to-the-Minute Trendy (To Column 3, Add This)

Choose well-tailored clothing that �its well; it doesn’t have to be expensive, but it does have to �it and be appropriate for business.

Keep buttons, zippers, and hemlines in good repair.

Select shoes that are comfortable enough for long days but neither too casual nor too dressy for the of�ice; keep shoes clean and in good condition.

Make sure the fabrics you wear are clean, are carefully pressed, and do not wrinkle easily.

Choose colors that �latter your height, weight, skin tone, and style; sales advisors in good clothing stores can help you choose.

Choose form-�itting (but not skin- tight) clothing—not swinging or �lowing fabrics, frills, or fussy trimmings.

Choose muted tones and soft colors or classics, such as a dark blue suit or a basic black dress.

If possible, select a few classic pieces of jewelry (such as a string of pearls or diamond cuff links) for formal occasions.

Wear jackets that complement an out�it and lend an air of formality to your appearance. Avoid jackets with more than two tones; one color should dominate.

Wear blouses or shirts that are or appear starched.

Choose closed top-button shirts or button-down shirt collars, higher-neckline blouses, or long sleeves with French cuffs and cuff links.

Wear creased trousers or a longer skirt hemline.

Supplement your foundation with pieces that re�lect the latest styles.

Add a few pieces in bold colors but wear them sparingly to avoid a garish appearance.

Embellish your look with the latest jewelry and hairstyles but keep the overall effect looking professional.

COMMUNICATING ACROSS CULTURES

Whose Skin Is This, Anyway?

Generational differences abound in the workplace, but few are quite as visible as body art: tattoos, piercings (other than ear lobes), and hair dyes in unconventional colors. According to survey data from the Pew Research Center, people younger than 40 are much more inclined than those over 40 to display some form of body art. For example, people 26 to 40 years old are four times more likely to have tattoos than people who are 41 to 64 years old.

With such profound differences, it’s no surprise that body art has become a contentious issue in many workplaces, between employees wanting to express themselves and employers wanting to maintain particular standards of professional appearance. As employment law attorney Danielle S. Urban notes, the issue gets even more complicated when religious symbolism is involved.

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Who is likely to win this battle? Will the body art a�icionados who continue to join the workforce and who are now rising up the managerial ranks force a change in what is considered acceptable appearance in the workplace? Or will they be forced to cover up in order to meet traditional standards?

So far, most companies appear to be relying on the judgment of their employees and managers, rather than enforcing strict guidelines. Many seem to accept that tastes and norms are changing and that body art has become a widespread form of self-expression rather than a mode of rebellion. The semiconductor giant Intel even featured photos of employee tattoos in its online technology newsletter.

Job seekers are still advised to be discreet, however, particularly with facial piercings and large, visible tattoos. The nonverbal signals you think you are sending might not be the signals a hiring manager receives.

CAREER APPLICATIONS

1. Should companies have stricter standards of appearance for “customer-facing” employees than for employees who do not interact with customers? Why or why not?

2. Should companies allow their employees the same freedom of expression and appearance latitude as their customers exhibit? For example, if a �irm’s clientele tends to be heavily tattooed, should employees be allowed the same freedom? Why or why not?

Sources: Adapted from: “Intel Tattoos Speak Volumes” 17 March 2011, Intel Free Press, www.intelfreepress.com (http://www.intelfreepress.com) ; Rita Pyrillis, “Body of Work,” Workforce Management, November 2010, www.workforce.com (http://www.workforce.com) ; Danielle S. Urban, “What to Do About ‘Body Art’ at Work,” Workforce Management, March 2010, www.workforce.com (http://www.workforce.com) ; “36%—Tattooed Gen Nexters,” Pew Research Center, http://pewresearch.org (http://pewresearch.org) .

End calls with courtesy and clarity. Close in a friendly, positive manner and doublecheck all vital information such as meeting times and dates.

Use your own voicemail features to help callers. Record a brief, professional-sounding outgoing message for regular use. When you will be away or unable to answer the phone for an extended period, record a temporary greeting that tells callers when you will respond to their messages. If you don’t check your messages regularly or at all, disable your voicemail. Letting messages pile up for days or weeks without answering them is extremely thoughtless.

Be considerate when leaving voicemail messages. Retrieving voicemail messages can be a chore, so be thoughtful about leaving them. Unless voicemail is the best or only choice, consider leaving a message through other means, such as text messaging or email. If you do leave a voicemail message, make it as brief as possible. Leave your name, number (don’t assume the recipient has caller ID), reason for calling, and times you can be reached. State your name and telephone number slowly so the other person can easily write them down; repeat both if the other person doesn’t know you.

If you never or rarely check your voicemail, disable it or record an outgoing message advising callers to reach you another way.

BUSINESS ETIQUETTE IN SOCIAL SETTINGS From business lunches to industry conferences, you may be asked to represent your company in public. Make sure your appearance and actions are appropriate to the situation. Get to know the customs of other cultures when it comes to meeting new people. For example, in North America, a �irm handshake is expected when two people meet, whereas a respectful bow of the head is more appropriate in Japan. If you are expected to shake hands, be aware that the passive “dead �ish” handshake creates an extremely negative impression. If you are physically able, always stand when shaking someone’s hand.

Etiquette is particularly important when you represent your company out in public.

When introducing yourself, include a brief description of your role in the company. When introducing two other people, speak their �irst and last names clearly and then try to offer some information (perhaps a shared professional interest) to help the two people ease into a conversation.70 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note70) Generally speaking, the lower-ranking person is introduced to the senior-ranking person, without regard to gender.71 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note71)

MOBILE APPS

The Etiquette App helps you make appropriate choices in a variety of social and business situations.

Business is often conducted over meals, and knowing the basics of dining etiquette will make you more effective in these situations.72 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note72) Start by choosing foods that are easy to eat. Avoid alcoholic beverages in most instances, but if drinking one is appropriate, save it for the end of the meal. Leave business documents under your chair until entrée plates have been removed; the business aspect of the meal doesn’t usually begin until then.

Remember that business meals are a forum for business. Don’t discuss politics, religion, or any other topic that’s likely to stir up emotions. Don’t complain about work, don’t ask deeply personal questions, avoid profanity, and be careful with humor—a joke that entertains some people could easily offend others.

BUSINESS ETIQUETTE ONLINE

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Electronic media seem to be a breeding ground for poor etiquette. Learn the basics of professional online behavior to avoid mistakes that could hurt your company or your career. Here are some guidelines to follow whenever you are representing your company while using electronic media:73 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note73)

When you represent your company online, you must adhere to a high standard of etiquette and respect for others.

Avoid personal attacks. The anonymous and instantaneous nature of online communication can cause even level-headed people to strike out in blog postings, social networks, and other media.

Stay focused on the original topic. If you want to change the subject of an email exchange, a forum discussion, or a blog comment thread, start a new message.

Don’t present opinions as facts, and support facts with evidence. This guideline applies to all communication, of course, but online venues in particular seem to tempt people into presenting their beliefs and opinions as unassailable truths.

Follow basic expectations of spelling, punctuation, and capitalization. Sending careless, acronym-�illed messages that look like you’re texting your high school buddies makes you look like an amateur.

Use virus protection and keep it up to date. Sending or posting a �ile that contains a computer virus puts others at risk.

Use dif�icult-to-break passwords on email, Twitter, and other accounts. If someone hacks your account, it can create spam headaches—or worse— for your contacts and followers.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

Simple steps to improve social media etiquette

Follow these �ive tips for a more professional online presence. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Ask if this is a good time for an IM chat. Don’t assume that just because a person is showing as “available” on your IM system, he or she wants to chat at this moment.

Watch your language and keep your emotions under control. A single indiscretion could haunt you forever.

Avoid multitasking while using IM and other tools. You might think you’re saving time by doing a dozen things at once, but you’re probably making the other person wait while you bounce back and forth between IM and your other tasks.

Never assume privacy. Assume that anything you type will be stored forever, could be forwarded to other people, and might be read by your boss or the company’s security staff.

Don’t use “Reply All” in email unless everyone can bene�it from your reply. If one or more recipients of an email message don’t need the information in your reply, remove their addresses before you send.

Don’t waste others’ time with sloppy, confusing, or incomplete messages. Doing so is disrespectful.

Respect boundaries of time and virtual space. For instance, don’t start using an employee’s personal Facebook page for business messages unless you’ve discussed it beforehand, and don’t assume people are available to discuss work matters around the clock, even if you do �ind them online in the middle of the night.

Be careful of online commenting mechanisms. For example, many blogs and websites now use your Facebook login to let you comment on articles. If your Facebook pro�ile includes your job title and company name, those could show up along with your comment.

Respect personal and professional boundaries when using Facebook and other social networking tools.

BUSINESS ETIQUETTE USING MOBILE DEVICES Like every other aspect of communication, your mobile device habits say a lot about how much respect you have for the people around you. Selecting obnoxious ringtones, talking loudly in open of�ices or public places, using your phone right next to someone else, making excessive or unnecessary personal calls during work hours, invading someone’s privacy by using your phone’s camera without permission, taking or making calls in restrooms and other inappropriate places, texting during a meal or while someone is talking to you, allowing incoming calls to interrupt meetings or discussions—these are all disrespectful choices that will re�lect negatively on you.74 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note74) In general, older employees, managers, and customers

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are less tolerant of mobile device use than are younger people, so don’t assume that your habits will be universally acceptable.75 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note75)

Your mobile phone habits send a signal about the degree of respect you have for those around you.

MOBILE APPS

Locale can “geofence” your smart-phone, automatically changing settings based on your location—such as activating silent mode when you arrive at the your of�ice.

Virtual assistants, such as the Siri voice recognition system in Apple iPhones, raise another new etiquette dilemma. From doing simple web searches to dictating entire memos, these systems may be convenient for users, but they can create distractions and annoyances for other people.76 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note76) As with other public behaviors, think about the effect you have on others before using these technologies.

Virtual assistants and other mobile phone voice features can annoy and disrupt the workplace and social settings if not used with respect for others.

Note that expectations and policies regarding mobile device use vary widely from company to company. At one extreme, venture capitalist Ben Horowitz �ines his employees if they even look at a mobile device while an entrepreneur is making a business plan pitch, because he considers it disrespectful to people making presentations.77 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note77) Not all bosses are quite so strict, but make sure you understand the situation in your workplace.

REAL-TIME UPDATES

LEARN MORE BY READING THIS INFOGRAPHIC

Whatever happened to live conversation?

See the impact of mobile devices on our conversational habits. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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Quick Learning Guide

KEY TERMS active listening Making a conscious effort to turn off �ilters and biases to truly hear and understand what someone is saying collaboration Working together to meet complex challenges committees Formal teams that usually have a long life span and can become a permanent part of the organizational structure constructive feedback Focuses on the process and outcomes of communication, not on the people involved content listening Listening to understand and retain the speaker’s message content management systems Computer systems that organize and control the content for websites critical listening Listening to understand and evaluate the meaning of the speaker’s message destructive feedback Delivers criticism with no guidance to stimulate improvement empathic listening Listening to understand the speaker’s feelings, needs, and wants so that you can appreciate his or her point of view group dynamics The interactions and processes that take place among the members of a team groupthink Situation in which peer pressure causes individual team members to withhold contrary or unpopular opinions hidden agenda Private, counterproductive motives, such as a desire to take control of the group minutes Written summary of the important information presented and the decisions made during a meeting nonverbal communication Sending and receiving information, both intentionally and unintentionally, without using written or spoken language norms Informal standards of conduct that members share and that guide member behavior parliamentary procedure A time-tested method for planning and running effective meetings; the best-known guide to this procedure is Robert’s Rules of Order participative management The effort to involve employees in the company’s decision making problem-solving teams Teams that assemble to resolve speci�ic issues and then disband when their goals have been accomplished selective listening Listening to only part of what a speaker is saying; ignoring the parts one doesn’t agree with or �ind interesting self-oriented roles Unproductive team roles in which people are motivated mainly to ful�ill personal needs shared workspaces Online “virtual of�ices” that give everyone on a team access to the same set of resources and information task forces Another form of problemsolving teams, often with members from more than one organization task-oriented roles Productive team roles directed toward helping the team reach its goals team A unit of two or more people who share a mission and the responsibility for working to achieve a common goal team-maintenance roles Productive team roles directed toward helping everyone work well together uni�ied communication Integrates voice and video calling, voice and video conferencing, instant messaging, real-time collaboration software, and other

capabilities into a single system virtual meetings Meetings that take place online rather than in person wiki Special type of website that allows anyone with access to add new material and edit existing material

SUMMARY OF LEARNING OBJECTIVES 1 List the advantages and disadvantages of working in teams, describe the characteristics of effective teams, and highlight four key issues of group dynamics. Teams can achieve a higher level of performance than individuals because of the combined intelligence and energy of the group. Motivation and creativity can �lourish in team settings. Moreover, individuals tend to perform better because they achieve a sense of purpose by belonging to a group. Teams also bring more input and a greater diversity of views, which tends to result in better decisions. And because team members participate in the decision process, they are more committed to seeing the team succeed. Teams are not without disadvantages, however. Poorly managed teams can be a waste of everyone’s time. For example, if members are pressured to conform, they may develop groupthink, which can lead to poor-quality decisions and ill-advised actions. Some members may let their private motives get in the way.

Four important aspects of group dynamics are assuming team roles, allowing for team evolution, resolving con�lict, and overcoming resistance.

2 Offer guidelines for collaborative communication, identify major collaboration technologies, and explain how to give constructive feedback. Key guidelines for collaborative writing include (1) selecting collaborators carefully, (2) agreeing on project goals before starting, (3) giving the team time to bond before starting the work, (4) clarifying individual responsibilities, (5) establishing clear processes, (6) avoiding composing as a group, (7) making sure tools and techniques are ready and compatible, and (8) checking to see how things are going along the way.

Major collaboration technologies include web content management systems, wikis, groupware, and shared workspaces.

To give constructive feedback, focus on the work and how it can be improved, rather than on the person and the mistakes.

3 List the key steps needed to ensure productive team meetings. The most important step in planning a meeting is to make sure that a meeting is necessary and is the best way to accomplish the given objective. If it is, proceed by identifying the purpose of the meeting, selecting the right mix of participants to accomplish the goal, choosing the venue and time carefully, and setting a clear agenda.

Once the meeting is under way, work to keep the discussion on track, follow agreed-upon rules, encourage participation, participate actively yourself, and close the meeting effectively to make sure all decisions and action items are clearly understood.

4 Identify the major technologies used to enhance or replace in-person meetings. Meeting enhancement and replacement technologies range from simple audio teleconferencing and IM chat sessions to videoconferences, telepresence systems, web-based meetings, and virtual worlds such as realistic-looking online conference rooms.

5

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5 Identify three major modes of listening, describe the listening process, and explain the problem of selective listening. Content listening is listening to understand and retain the information in the speaker’s message. Critical listening is listening to understand and evaluate the meaning of the speaker’s message on several levels, including the logic of the argument and the strength of the speaker’s evidence. Empathic listening is listening to understand the speaker’s feelings, needs, and wants. Regardless of the mode used, effective listeners try to engage in active listening, making a conscious effort to turn off their own �ilters and biases to truly hear and understand what the other party is saying.

The listening process involves �ive activities: (1) receiving (physically hearing the message), (2) decoding (assigning meaning to what you hear), (3) remembering (storing the message for future reference), (4) evaluating (thinking about the message), and (5) responding (reacting to the message, taking action, or giving feedback).

The listening process can be hampered by a variety of barriers, one of the most common of which is selective listening. When people listen selectively, they hear only parts of the speaker’s message, either because they allow their minds to wander or engage in defensive listening by tuning out information that threatens their beliefs or egos.

6 Explain the importance of nonverbal communication, and identify six major categories of nonverbal expression. Nonverbal communication is important because nonverbal signals can strengthen, weaken, or even replace verbal messages. The major categories of nonverbal signals are facial expression, gestures and posture, vocal characteristics, personal appearance, touch, and the use of time and space.

7 Explain the importance of business etiquette, and identify four key areas in which good etiquette is essential. Attention to etiquette is essential to success in every form of business communication—so much so that etiquette is considered an important business skill. Poor etiquette can hinder team efforts, drain morale and productivity, drive away customers and investors, and limit your career potential. Four key areas in which good etiquette is essential are the workplace, social settings in which you represent your employer, online interactions in which you represent your employer, and when using mobile devices.

COMMUNICATION CHALLENGES AT Cemex You recently joined Cemex and quickly became an enthusiastic user of the company’s Shift collaboration platform, particularly its wiki capability. In your brief time being involved with the wiki, you have observed some behavior that runs counter to the spirit of collaborative writing. Study these two scenarios and decide how to respond.

INDIVIDUAL CHALLENGE: One particular employee in Spain keeps editing your pages on the wiki, often making changes that appear to add no value as far as you can see. She doesn’t seem to be editing other employees’ pages nearly so often, so you are beginning to wonder if she has a personal grudge against you. You want to address this uncomfortable situation without dragging your boss into it. First, decide how to approach your contentious colleague. Should you call her on the phone, send her an email message, or perhaps insert a sarcastic comment about excessive editing on one of her wiki pages? Second, whichever mode of communication you’ve chosen, outline the message you think you should share with her.

TEAM CHALLENGE: A common dilemma in every form of collaborative writing is deciding how soon to share early drafts with your colleagues in order to get their feedback and contributions. Should you send out an unpolished rough draft for the team’s input before investing a lot of time in polishing and formatting, or should you do a second or third draft to enhance readability—knowing the team might delete entire sections you’ve worked hard to polish? On one of the Cemex wikis where you collaborate with colleagues, some contributors seem to go into “grammar attack mode” whenever a rough draft appears. They seem to ignore the message and content altogether and instead focus on punctuation, grammar, and formatting concerns. With a small team of fellow students, draft some brief guidelines for wiki contributors, conveying these three points: (1) Punctuation, grammar, and formatting are de�initely important, but worrying about them too early in the writing process can hamper the free exploration of ideas and information; (2) when reviewing early drafts, wiki users need to make a conscious effort to look past the presentation and focus on the information; and (3) contributors who post rough drafts seeking input should make the pages at least minimally readable so that reviewers can focus on the content and ideas. (To learn more about editing and working with wikis, you can peek ahead to page 212 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec12#page_212) in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .)

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

2-1. How can organizations and employees bene�it from successful teamwork? [LO-1] 2-2. What is groupthink, and how can it affect an organization? [LO-1]

2-3. How can employees and companies take advantage of social networking technologies to promote teamwork? [LO-2] 2-4. What are the advantages of virtual meetings? [LO-4] 2-5. What are the main activities that make up the listening process? [LO-5]

2-6. How does content listening differ from critical listening and empathic listening? [LO-5] 2-7. What are the six major categories of nonverbal communication? [LO-6] 2-8. Why do mobile devices present unique etiquette challenges? [LO-7]

Apply Your Knowledge

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To review chapter content related to each question, refer to the indicated Learning Objective.

2-9. You head up the interdepartmental design review team for a manufacturer of high-performance motorcycles, and things are not going well at the moment. The design engineers and marketing strategists keep arguing about which should be a higher priority, performance or aesthetics, and the accountants say both groups are driving up the cost of the new model by adding too many new features. Everyone has valid points to make, but the team is bogging down in con�lict. Explain how you could go about resolving the stalemate. [LO-1]

2-10. You and another manager in your company disagree about whether employees should be encouraged to create online pro�iles on LinkedIn and other business-oriented social networking websites. You say these connections can be valuable to employees by helping them meet their peers throughout the industry and valuable to the company by identifying potential sales leads and business partners. The other manager says that encouraging employees to become better known in the industry will only make it easier for competitors to lure them away with enticing job offers. Write a brief email message that outlines your argument. (Make up any information you need about the company and its industry.) [LO-2]

2-11. How can nonverbal communication help you run a meeting? How can it help you call a meeting to order, emphasize important topics, show approval, express reservations, regulate the �low of conversation, and invite a colleague to continue with a comment? [LO-3], [LO-6]

2-12. Why do you think people are more likely to engage in rude behaviors during online communication than during inperson communication? [LO-7]

2-13. You’re giving your �irst major presentation at your new job and you notice at least half the people in the small conference room are looking at their mobile devices more than they are looking at you. How should you handle the situation? [LO-7]

Practice Your Skills Message for Analysis: Planning Meetings [LO-30]

A project leader has made notes about covering the following items at the quarterly budget meeting. Prepare a formal agenda by putting these items into a logical order and rewriting, where necessary, to give phrases a more consistent sound.

Budget Committee Meeting to be held on December 12, 2015, at 9:30 a.m., and we have allotted one hour for the meeting

I will call the meeting to order.

Real estate director’s report: A closer look at cost overruns on Greentree site. (10 minutes)

The group will review and approve the minutes from last quarter’s meeting. (5 minutes)

I will ask the �inance director to report on actual versus projected quarterly revenues and expenses. (15 minutes)

I will distribute copies of the overall divisional budget and announce the date of the next budget meeting.

Discussion: How can we do a better job of anticipating and preventing cost overruns? (20 minutes)

Meeting will take place in Conference Room 3, with WebEx active for remote employees.

What additional budget issues must be considered during this quarter?

Exercises Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

2-14. Collaboration: Working in Teams [LO-1], [LO-2] In teams assigned by your instructor, prepare a 10-minute presentation on the potential disadvantages of using social media for business communication. When the presentation is ready, discuss how effective the team was using the criteria of (a) having a clear objective and a shared sense of purpose, (b) communicating openly and honestly, (c) reaching decisions by consensus, (d) thinking creatively, and (e) knowing how to resolve con�lict. Be prepared to discuss your �indings with the rest of the class.

2-15. Negotiation and Con�lict Resolution: Resolving Con�licts; Communication Ethics: Providing Ethical Leadership [LO-1], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) During team meetings, one member constantly calls for votes or decisions before all the members have voiced their views. As the leader, you asked this member privately about his behavior. He replied that he is trying to move the team toward its goals, but you are concerned that he is really trying to take control. How can you deal with this situation without removing the member from the group?

2-16. Collaboration: Collaborating on Writing Projects; Media Skills: Blogging [LO-2] In this project, you will conduct research on your own and then merge your results with those of the rest of your team. Search Twitter for messages on the subject of workplace safety. (You can use Twitter’s advanced search function or use the site “twitter.com (http://twitter.com) ” quali�ier on a regular search engine.) Compile at least �ive general safety tips that apply to any of�ice setting, and then meet with your team to select the �ive best tips from all those the team has collected. Collaborate on a blog post that lists the team’s top �ive tips.

2-17. Communication Etiquette: Etiquette in the Workplace, Participating in Meetings [LO-3], [LO-7] In group meetings, some of your colleagues have a habit of interrupting and arguing with the speaker, taking credit for ideas that aren’t theirs, and shooting down ideas they don’t agree with. As the newest person in the group, you’re not sure if this is accepted behavior in this company, but it concerns you both personally and professionally. Should you go with the �low and adopt their behavior or stick with your own communication style, even though you might get lost in the noise? In a two- paragraph email message or post for your class blog, explain the pros and cons of both approaches.

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2-18. Collaboration: Participating in Meetings [LO-3] With a classmate, attend a local community or campus meeting where you can observe a group discussion, vote, or take other group action. During the meeting, take notes individually and, afterward, work together to answer the following questions.

a. What is your evaluation of this meeting? In your answer, consider (1) the leader’s ability to articulate the meeting’s goals clearly, (2) the leader’s ability to engage members in a meaningful discussion, (3) the group’s dynamics, and (4) the group’s listening skills.

b. How did group members make decisions? Did they vote? Did they reach decisions by consensus? Did those with dissenting opinions get an opportunity to voice their objections?

c. How well did the individual participants listen? How could you tell?

d. Did any participants change their expressed views or their votes during the meeting? Why might that have happened?

e. Did you observe any of the communication barriers discussed in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) ? Identify them.

f. Compare the notes you took during the meeting with those of your classmate. What differences do you notice? How do you account for these differences?

2-19. Collaboration: Leading Meetings [LO-3], Chapter 3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch03#ch03) Every month, each employee in your department is expected to give a brief oral presentation on the status of his or her project. However, your department has recently hired an employee who has a severe speech impediment that prevents people from understanding most of what he has to say. As department manager, how will you resolve this dilemma? Please explain.

2-20. Collaboration: Using Collaboration Technologies [LO-4] In a team assigned by your instructor, use Zoho (free for personal use) or a comparable system to collaborate on a set of directions that out-of-town visitors could use to reach a speci�ic point on your campus, such as a stadium or dorm. The team should choose the location and the mode(s) of transportation involved. Be creative—brainstorm the best ways to guide �irst-time visitors to the selected location using all the media at your disposal.

2-21. Interpersonal Communication: Listening Actively [LO-5] For the next several days, take notes on your listening performance during at least a half- dozen situations in class, during social activities, and at work, if applicable. Referring to the traits of effective listeners in Table 2.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec21#ch2tab3) , rate yourself using always, frequently, occasionally, or never on these positive listening habits. In a report no longer than one page, summarize your analysis and identify speci�ic areas in which you can improve your listening skills.

2-22. Nonverbal Communication: Analyzing Nonverbal Signals [LO-6] Select a business letter and envelope you have received at work or home. Analyze their appearance. What nonverbal messages do they send? Are these messages consistent with the content of the letter? If not, what could the sender have done to make the nonverbal communication consistent with the verbal communication? Summarize your �indings in a post on your class blog or in an email message to your instructor.

2-23. Communication Etiquette: Etiquette in the Workplace [LO-7] As the regional manager of an international accounting �irm, you place high priority on professional etiquette. Not only does it communicate respect to your clients, it also instills con�idence in your �irm by showing that you and your staff are aware of and able to meet the expectations of almost any audience. Earlier today, you took four recently hired college graduates to lunch with an important client. You’ve done this for years, and it’s usually an upbeat experience for everyone, but today’s lunch was a disaster. One of the new employees made not one, not two, but three calls on his mobile phone during lunch. Another interrupted the client several times and even got into a mild argument. The third employee kept making sarcastic jokes about politics, making everyone at the table uncomfortable. And the fourth showed up dressed like she was expecting to bale hay or work in a coal mine, not have a business lunch in a posh restaurant. You’ve already called the client to apologize, but now you need to coach these employees on proper business etiquette. Draft a brief memo to these employees, explaining why etiquette is so important to the company’s success—and to their individual careers.

Expand Your Skills Critique the Professionals

Celebrities can learn from successful businesses when it comes to managing their careers, but businesses can learn from successful celebrities, too—particularly when it comes to building communities online using social media. For instance, social media guru Dan Schawbel cites Vin Diesel, Ashton Kutcher, Lady Gaga, Lenny Kravitz, and Michael Phelps as celebrities who have used Facebook to build their personal brands.78 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec33#ch2note78) Locate three celebrities (musicians, actors, authors, or athletes) who have sizable fan bases on Facebook and analyze how they use the social network. Using whatever medium your instructor requests, write a brief analysis (no more than one page) of the lessons, positive or negative, that a business could learn from these celebrities. Be sure to cite speci�ic elements from the Facebook pages you’ve chosen, and if you think any of the celebrities have made mistakes in their use of Facebook, describe those as well.

Sharpening Your Career Skills Online

Bovée and Thills Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on improving your active listening skills in business situations. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

2-24. As a team or department leader, what steps can you take to ensure that your meetings are successful and ef�icient? [LO-3]

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2-25. Considering what you’ve learned about nonverbal communication, what are some of the ways in which communication might break down during an online meeting in which the participants can see video images of only the person presenting at any given time—and then only his or her head? [LO-6]

Endnotes 1. “Company Pro�ile,” Cemex website, accessed 11 May 2013, www.cemex.com (http://www.cemex.com) ; “What Is Shift,” Cemex website, accessed 11 May 2013, www.cemex.com (http://www.cemex.com) ; Cemex: Building the Future, accessed 11 May 2013, www.cemex.com (http://www.cemex.com) ; Cemex Shift Twitter account, https://twitter.com/CX_Shift (https://twitter.com/CX_Shift) , accessed 11 May 2013; Dion Hinchcliffe, “Social Business Success: CEMEX,” ZDNet, 1 February 2012, www.zdnet.com (http://www.zdnet.com) ; “Cemex and Becoming a Social Business with IBM Software,” video embedded in Jesus Gilberto Garcia, Miguel Angel Lozano Martinez, and Arturo San Vicente, “Shift Changes the Way Cemex Works,” Management Exchange, 15 July 2011, www.managementexchange.com (http://www.managementexchange.com) ; Debra Donston-Miller, “Social Business Leader Cemex Keeps Ideas Flowing,” InformationWeek, 6 November 2012, www.informationweek.co.uk (http://www.informationweek.co.uk) .

2. Courtland L. Bovée and John V. Thill, Business in Action, 5th ed. (Upper Saddle River, N.J.: Pearson Prentice Hall, 2011), 172.

3. “Five Case Studies on Successful Teams,” HR Focus, April 2002, 18+.

4. Stephen R. Robbins, Essentials of Organizational Behavior, 6th ed. (Upper Saddle River, N.J.: Prentice Hall, 2000), 98.

5. Max Landsberg and Madeline Pfau, “Developing Diversity: Lessons from Top Teams,” Strategy [plus] Business, Winter 2005, 10–12.

6. “Groups Best at Complex Problems,” Industrial Engineer, June 2006, 14.

7. Nicola A. Nelson, “Leading Teams,” Defense AT&L, July–August 2006, 26–29; Larry Cole and Michael Cole, “Why Is the Teamwork Buzz Word Not Working?” Communication World, February–March 1999, 29; Patricia Buhler, “Managing in the 90s: Creating Flexibility in Today’s Workplace,” Supervision, January 1997, 241; Allison W. Amason, Allen C. Hochwarter, Wayne A. Thompson, and Kenneth R. Harrison, “Con�lict: An Important Dimension in Successful Management Teams,” Organizational Dynamics, Autumn 1995, 201.

8. Geoffrey Colvin, “Why Dream Teams Fail,” Fortune, 12 June 2006, 87–92.

9. Vijay Govindarajan and Anil K. Gupta, “Building an Effective Global Business Team,” MIT Sloan Management Review, Summer 2001, 631.

10. Colvin, “Why Dream Teams Fail,” 87–92.

11. Tiziana Casciaro and Miguel Sousa Lobo, “Competent Jerks, Lovable Fools, and the Formation of Social Networks,” Harvard Business Review, June 2005, 92– 99.

12. Stephen P. Robbins and David A. DeCenzo, Fundamentals of Management, 4th ed. (Upper Saddle River, N.J.: Prentice Hall, 2004), 266–267; Jerald Greenberg and Robert A. Baron, Behavior in Organizations, 8th ed. (Upper Saddle River, N.J.: Prentice Hall, 2003), 279–280.

13. B. Aubrey Fisher, Small Group Decision Making: Communication and the Group Process, 2nd ed. (New York: McGraw-Hill, 1980), 145–149; Robbins and De Cenzo, Fundamentals of Management, 334–335; Richard L. Daft, Management, 6th ed. (Cincinnati: Thomson South-Western, 2003), 602–603.

14. Michael Laff, “Effective Team Building: More Than Just Fun at Work,” Training [plus] Development, August 2006, 24–35.

15. Claire Sookman, “Building Your Virtual Team,” Network World, 21 June 2004, 91.

16. Jared Sandberg, “Brainstorming Works Best if People Scramble for Ideas on Their Own,” Wall Street Journal, 13 June 2006, B1.

17. Mark K. Smith, “Bruce W. Tuckman—Forming, Storming, Norming, and Performing in Groups,” Infed.org (http://Infed.org) , accessed 5 July 2005, www.infed.org (http://www.infed.org) .

18. Robbins and DeCenzo, Fundamentals of Management, 258–259.

19. Daft, Management, 609–612.

20. Andy Boynton and Bill Fischer, Virtuoso Teams: Lessons from Teams That Changed Their Worlds (Harrow, UK: FT Prentice Hall, 2005), 10.

21. Thomas K. Capozzoli, “Con�lict Resolution—A Key Ingredient in Successful Teams,” Supervision, November 1999, 14–16.

22. Jesse S. Nirenberg, Getting Through to People (Paramus, N.J.: Prentice Hall, 1973), 134–142.

23. Nirenberg, Getting Through to People, 134–142.

24. Nirenberg, Getting Through to People, 134–142.

25. Jon Hanke, “Presenting as a Team,” Presentations, January 1998, 74–82.

26. William P. Galle Jr., Beverly H. Nelson, Donna W. Luse, and Maurice F. Villere, Business Communication: A Technology-Based Approach (Chicago: Irwin, 1996), 260.

27. Mary Beth Debs, “Recent Research on Collaborative Writing in Industry,” Technical Communication, November 1991, 476–484.

28. Rob Koplowitz, “Building a Collaboration Strategy,” KM World, November/December 2009, 14–15.

29. Eric Knorr and Galen Gruman, “What Cloud Computing Really Means,” InfoWorld, 3 May 2012, www.infoworld.com (http://www.infoworld.com) ; Lamont Wood, “Cloud Computing Poised to Transform Communication,” LiveScience, 8 December 2009, www.livescience.com (http://www.livescience.com) .

30. “How Blue Man Group Gets Creative with Its Social Intranet,” Socialtext website, accessed 1 May 2012, www.socialtext.com (http://www.socialtext.com) .

31. Richard McDermott and Douglas Archibald, “Harnessing Your Staff’s Informal Networks,” Harvard Business Review, March 2010, 82–89.

32. Tony Hsieh, “Why I Sold Zappos,” Inc., 1 June 2010, www.inc.com (http://www.inc.com) .

33. “Adobe Connect Mobile,” Adobe website, accessed 27 February 2014, www.adobe.com (http://www.adobe.com) .

34. Parks Associates, “Mobile Collaborative Communications for Business,” white paper, accessed 27 February 2014, www.parksassociates.com (http://www.parksassociates.com) .

35. Chuck Williams, Management, 2nd ed. (Cincinnati: Thomson South-Western, 2002), 706–707.

36. Ron Ashkenas, “Why We Secretly Love Meetings,” Harvard Business Review blogs, 5 October 2010, http://blogs.hbr.org (http://blogs.hbr.org) .

37. Douglas Kimberly, “Ten Pitfalls of Pitiful Meetings,” Payroll Manager’s Report, January 2010, 1, 11; “Making the Most of Meetings,” Journal of Accountancy, March 2009, 22.

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38. Cyrus Farivar, “How to Run an Effective Meeting,” BNET website, accessed 12 August 2008, www.bnet.com (http://www.bnet.com) .

39. “Better Meetings Bene�it Everyone: How to Make Yours More Productive,” Working Communicator Bonus Report, July 1998, 1.

40. Janine Popick, “Business Meeting Etiquette: 8 Pet Peeves,” Inc., 9 April 2012, www.inc.com (http://www.inc.com) .

41. “Features Overview,” MeetingSense website, accessed 11 May 2013, www.meetingsense.com (http://www.meetingsense.com) .

42. Roger O. Crockett, “The 21st Century Meeting,” BusinessWeek, 26 February 2007, 72–79.

43. Steve Lohr, “As Travel Costs Rise, More Meetings Go Virtual,” New York Times, 22 July 2008, www.nytimes.com (http://www.nytimes.com) .

44. GoToMeeting website, accessed 3 May 2012, www.gotogmeeting.com (http://www.gotogmeeting.com) ; “Unlock the Full Power of the Web Conferencing,” CEOworld.biz, 20 November 2007, www.ceoworld.biz (http://www.ceoworld.biz) .

45. Nick Morgan, “How to Conduct a Virtual Meeting,” Harvard Business Review blogs, 1 March 2011, http://blogs.hbr.org (http://blogs.hbr.org) .

46. “17 Tips for More Productive Conference Calls,” AccuConference, accessed 30 January 2008, www.accuconference.com (http://www.accuconference.com) .

47.Judi Brownell, Listening, 2nd ed. (Boston: Allyn & Bacon, 2002), 9, 10.

48. Carmine Gallo, “Why Leadership Means Listening,” BusinessWeek, 31 January 2007, www.businessweek.com (http://www.businessweek.com) .

49. Augusta M. Simon, “Effective Listening: Barriers to Listening in a Diverse Business Environment,” Bulletin of the Association for Business Communication 54, no. 3 (September 1991): 73–74.

50. Robyn D. Clarke, “Do You Hear What I Hear?” Black Enterprise, May 1998, 129.

51. Dennis M. Kratz and Abby Robinson Kratz, Effective Listening Skills (New York: McGraw-Hill, 1995), 45–53; J. Michael Sproule, Communication Today (Glenview, Ill.: Scott Foresman, 1981), 69.

52. Brownell, Listening, 230–231.

53. Kratz and Kratz, Effective Listening Skills, 78–79; Sproule, Communication Today, 69.

54. Bill Brooks, “The Power of Active Listening,” American Salesman, June 2003, 12; “Active Listening,” Study Guides and Strategies website, accessed 5 February 2005, www.studygs.net (http://www.studygs.net) .

55. Bob Lamons, “Good Listeners Are Better Communicators,” Marketing News, 11 September 1995, 13[plus]; Phillip Morgan and H. Kent Baker, “Building a Professional Image: Improving Listening Behavior,” Supervisory Management, November 1985, 35–36.

56. Clarke, “Do You Hear What I Hear?”; Dot Yandle, “Listening to Understand,” Pryor Report Management Newsletter Supplement 15, no. 8 (August 1998): 13.

57. Brownell, Listening, 14; Kratz and Kratz, Effective Listening Skills, 8–9; Sherwyn P. Morreale and Courtland L. Bovée, Excellence in Public Speaking (Orlando, Fla.: Harcourt Brace, 1998), 72–76; Lyman K. Steil, Larry L. Barker, and Kittie W. Watson, Effective Listening: Key to Your Success (Reading, Mass.: Addison Wesley, 1983), 21–22.

58. Patrick J. Collins, Say It with Power and Con�idence (Upper Saddle River, N.J.: Prentice Hall, 1997), 40–45.

59. Morreale and Bovée, Excellence in Public Speaking, 296.

60. Dale G. Leathers, Successful Nonverbal Communication: Principles and Applications (New York: Macmillan, 1986), 19.

61. Gerald H. Graham, Jeanne Unrue, and Paul Jennings, “The Impact of Nonverbal Communication in Organizations: A Survey of Perceptions,” Journal of Business Communication 28, no. 1 (Winter 1991): 45–62.

62. Danielle S. Urban, “What to Do About ‘Body Art’ at Work,” Workforce Management, March 2010, www.workforce.com (http://www.workforce.com) .

63. Virginia P. Richmond and James C. McCroskey, Nonverbal Behavior in Interpersonal Relations (Boston: Allyn & Bacon, 2000), 153–157.

64. Mary Ellen Slayter, “Pamela Meyer on the Science Behind ‘Liespotting,’” SmartBlog on Workforce, 14 September 2010, http://smartblogs.com (http://smartblogs.com) .

65. Slayter, “Pamela Meyer on the Science Behind ‘Liespotting.’”

66. Joe Navarro, “Body Language Myths,” Psychology Today, 25 October 2009, www.psychologytoday.com (http://www.psychologytoday.com) ; Richmond and McCroskey, Nonverbal Behavior in Interpersonal Relations, 2–3.

67. John Hollon, “No Tolerance for Jerks,” Workforce Management, 12 February 2007, 34.

68. Linton Weeks, “Please Read This Story, Thank You,” NPR, 14 March 2012, www.npr.org (http://www.npr.org) .

69. Alan Cole, “Telephone Etiquette at Work,” Work Etiquette website, 14 March 2012, www.worketiquette.co.uk (http://www.worketiquette.co.uk) ; Alf Nucifora, “Voice Mail Demands Good Etiquette from Both Sides,” Puget Sound Business Journal, 5–11 September 2003, 24; Ruth Davidhizar and Ruth Shearer, “The Effective Voice Mail Message,” Hospital Material Management Quarterly, 45–49; “How to Get the Most Out of Voice Mail,” The CPA Journal, February 2000, 11; Jo Ind, “Hanging on the Telephone,” Birmingham Post, 28 July 1999, PS10; Larry Barker and Kittie Watson, Listen Up (New York: St. Martins Press, 2000), 64–65; Lin Walker, Telephone Techniques, (New York: Amacom, 1998), 46–47; Dorothy Neal, Telephone Techniques, 2nd ed. (New York: Glencoe McGraw-Hill, 1998), 31; Jeannie Davis, Beyond “Hello” (Aurora, Col.: Now Hear This Inc., 2000), 2–3; “Ten Steps to Caller-Friendly Voice Mail,” Managing Of�ice Technology, January 1995, 25; Rhonda Finniss, “Voice Mail: Tips for a Positive Impression,” Administrative Assistant’s Update, August 2001, 5.

70. Dana May Casperson, Power Etiquette: What You Don’t Know Can Kill Your Career (New York: AMACOM, 1999), 10–14; Ellyn Spragins, “Introducing Politeness,” Fortune Small Business, November 2001, 30.

71. Tanya Mohn, “The Social Graces as a Business Tool,” New York Times, 10 November 2002, sec. 3, 12.

72. Casperson, Power Etiquette, 44–46.

73. “Are You Practicing Proper Social Networking Etiquette?” Forbes, 9 October 2009, www.forbes.com (http://www.forbes.com) ; Pete Babb, “The Ten Commandments of Blog and Wiki Etiquette,” InfoWorld, 28 May 2007, www.infoworld.com (http://www.infoworld.com) ; Judith Kallos, “Instant Messaging Etiquette,” NetM@nners blog, accessed 3 August 2008, www.netmanners.com (http://www.netmanners.com) ; Michael S. Hyatt, “E-Mail Etiquette 101,” From Where I Sit blog, 1 July 2007, www.michaelhyatt.com (http://www.michaelhyatt.com) .

74. J. J. McCorvey, “How to Create a Cell Phone Policy,” Inc., 10 February 2010, www.inc.com (http://www.inc.com) ; “Use Proper Cell Phone Etiquette at Work.”

75. Chad Brooks, “Poor Mobile Manners Not Lost on Bosses,” Fox Business, 29 October 2013, http://smallbusiness.foxbusiness.com (http://smallbusiness.foxbusiness.com) .

76. Nick Wing�ield, “Oh, for the Good Old Days of Rude Cellphone Gabbers,” New York Times, 2 December 2011, www.nytimes.com (http://www.nytimes.com) .

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77. Cromwell Schubarth, “VC Ben Horowitz on What He Wants in a Startup and Why Rap Genius Is It,” Silicon Valley Business Journal, 4 February 2014, www.bizjournals.com (http://www.bizjournals.com) .

78. Dan Schawbel, “5 Lessons Celebrities Can Teach Us About Facebook Pages,” Mashable, 15 May 2009, http://mashable.com (http://mashable.com) .

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Working with colleagues and customers from diverse backgrounds and life experiences can present new communication challenges.

3 Communication Challenges in a Diverse, Global Marketplace

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Discuss the opportunities and challenges of intercultural communication 2 De�ine culture, explain how culture is learned, and de�ine ethnocentrism and stereotyping 3 Explain the importance of recognizing cultural variations, and list eight categories of cultural differences 4 List four general guidelines for adapting to any business culture 5 Identify seven steps you can take to improve your intercultural communication skills

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT EY With 167,000 employees spread across 140 countries, the member �irms of the global professional services organization EY have deep experience with the rewards and challenges of intercultural communication. With business operations in virtually every corner of the world, the organization’s ability to communicate across cultures is vital to its success.

As you’ll read in this chapter, cultural background in�luences almost every aspect of communication, and cultural differences are among the most common barriers to successful communication. However, those differences can also enrich communication, decision making, and other aspects of business by bringing a broader range of perspectives and experiences to the table. Guiding the communication process in ways that minimize the barriers and maximize the bene�its is one of the most important tasks for every business manager.

The keys are recognizing and appreciating the diversity of today’s workforces and making sure all those diverse voices have the opportunity to be heard. Karyn Twaronite, Americas Inclusive Of�icer, who oversees the EY organization’s diversity and inclusiveness strategies in North and South America, puts it this way: “Diversity and inclusiveness are not an appendage to our business strategy—both are central to the success of our people and our markets. All of our people bring diverse talents we can leverage, so we expect, reinforce, and reward inclusive leadership. Differences matter in our business and make us better.”

EY has taken numerous steps to make its member �irm leaders understand their diverse workforces and incorporate EY viewpoints into strategic planning and day-to-day business operations. Soon after she moved into her current role, for example, Twaronite went on a “listening tour” of EY member �irm of�ices in nearly 20 cities, from São Paulo to Mexico City, to hear what made the EY employees feel included or excluded, how their team leaders factored into their feelings, and if they felt they could bring their “whole selves” to work.

In addition to giving employees a voice, Ernst & Young LLP, the U.S. unit of the global EY organization, also encourages collaboration and support through a variety of professional networks throughout the company. These include networks for women, working parents, veterans, people with differing abilities, LGBT (lesbian, gay, bisexual, and transgender) professionals, and members of speci�ic ethnic groups. In addition to offering employees a sense of belonging, the networks aid in mentoring, recruiting, and fostering positive relationships with various external stakeholder groups, as well as helping the U.S. �irm’s people connect with their colleagues, clients, and communities. And in the spirit of inclusiveness, these networks are open to any employee or manager with an interest in the needs and perspectives of a particular employee community.

EY’s proactive approach to diversity and inclusiveness pays off in multiple ways, from bottom-line pro�its to high levels of employee satisfaction and engagement. For example, Ernst & Young LLP was among Fortune magazine’s “100 Best Companies to Work For” for the 15th consecutive year in 2013, and DiversityInc ranked the �irm fourth on the “2013 DiversityInc Top 50 Companies for Diversity” list, marking the �ifth consecutive year the �irm appeared in the top 10. DiversityInc also frequently spotlights Ernst & Young LLP as one of the best places to work for women, people with disabilities, and LGBT employees.

As Steve Howe, the top executive in the EY organization’s Americas Area, summarizes, inclusiveness is “critical to us performing at a consistent, exceptional level all around the globe. It makes us better, more insightful; it helps us solve problems, manage risk and seize opportunities that much better.”1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note1)

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1 LEARNING OBJECTIVE Discuss the opportunities and challenges of intercultural communication.

3.1 Understanding the Opportunities and Challenges of Communication in a Diverse World EY (pro�iled in the chapter-opening Communication Close-Up) illustrates the opportunities and the challenges for business professionals who know how to communicate with diverse audiences. Although the concept is often framed in terms of ethnic background, a broader and more useful de�inition of diversity (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term5) includes “all the characteristics and experiences that de�ine each of us as individuals.”2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note2) As one example, the pharmaceutical company Merck identi�ies 19 separate dimensions of diversity in its discussions of workforce diversity, including race, age, military experience, parental status, marital status, and thinking style.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note3) As you’ll learn in this chapter, these characteristics and experiences can have a profound effect on the way businesspeople communicate.

Diversity includes all the characteristics that de�ine people as individuals.

Intercultural communication (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term9) is the process of sending and receiving messages between people whose cultural backgrounds could lead them to interpret verbal and nonverbal signs differently. Every attempt to send and receive messages is in�luenced by culture, so to communicate successfully, you need a basic grasp of the cultural differences you may encounter and how you should handle them. Your efforts to recognize and bridge cultural differences will open up business opportunities throughout the world and maximize the contributions of all the employees in a diverse workforce.

MOBILE APPS

The Diversity Now app serves up the latest news and insights in the �ield of diversity.

THE OPPORTUNITIES IN A GLOBAL MARKETPLACE Chances are good that you’ll be working across international borders sometime in your career. Thanks to communication and transportation technologies, natural boundaries and national borders are no longer the impassable barriers they once were. Local markets are opening to worldwide competition as businesses of all sizes look for new growth opportunities outside their own countries. Thousands of U.S. businesses depend on exports for signi�icant portions of their revenues. Every year, these companies export hundreds of billions of dollars worth of materials and merchandise, along with billions more in personal and professional services. If you work in one of these companies, you may well be called on to visit or at least communicate with a wide variety of people who speak languages other than English and who live in cultures quite different from what you’re used to. Of the top 10 export markets for U.S. products, only 2, Canada and Great Britain, have English as an of�icial language—and Canada also has French as an of�icial language.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note4)

You will communicate with people from other cultures throughout your career.

Not surprisingly, effective communication is key to cross-cultural and global business. In a recent survey, nearly 90 percent of executives said their companies’ pro�it, revenue, and market share would all improve with better international communication skills. In addition, half of these executives said communication or collaboration breakdowns had affected major international business efforts in their companies.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note5) The good news here is that improving your cultural communication skills could make you a more valuable job candidate at every stage of your career.

THE ADVANTAGES OF A DIVERSE WORKFORCE Even if you never visit another country or transact business on a global scale, you will interact with colleagues from a variety of cultures, with a wide range of characteristics and life experiences. Over the past few decades, many innovative companies have changed the way they approach diversity, from seeing it as a legal requirement (providing equal opportunities for all) to seeing it as a strategic opportunity to connect with customers and take advantage of the broadest possible pool of talent.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note6) Smart business leaders recognize the competitive advantages of a diverse workforce that offers a broader spectrum of viewpoints and ideas, helps businesses understand and identify with diverse markets, and enables companies to bene�it from a wider range of employee talents. “It just makes good business sense,” says Gord Nixon, CEO of Royal Bank of Canada.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note7)

The diversity of today’s workforce brings distinct advantages to businesses:

A broader range of views and ideas

A better understanding of diverse, fragmented markets

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A broader pool of talent from which to recruit

Diversity is simply a fact of life for all companies. The United States has been a nation of immigrants from the beginning, and that trend continues today. The western and northern Europeans who made up the bulk of immigrants during the nation’s early years now share space with people from across Asia, Africa, eastern Europe, and other parts of the world. Even the term minority, as it applies to nonwhite residents, makes less and less sense every year as Caucasian Americans make up less than half the population in a growing number of U.S. counties.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note8)

However, you and your colleagues don’t need to be recent immigrants to constitute a diverse workforce. Differences in everything from age and gender to religion and ethnic heritage to geography and military experience enrich the workplace. Immigration and workforce diversity create advantages—and challenges—for business communicators throughout the world.

THE CHALLENGES OF INTERCULTURAL COMMUNICATION Today’s increasingly diverse workforce encompasses a wide range of skills, traditions, backgrounds, experiences, outlooks, and attitudes toward work—all of which can affect communication in the workplace. Supervisors face the challenge of connecting with these diverse employees, motivating them, and fostering cooperation and harmony among them. Teams face the challenge of working together closely, and companies are challenged to coexist peacefully with business partners and with the community as a whole.

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The interaction of culture and communication is so pervasive that separating the two is virtually impossible. The way you communicate is deeply in�luenced by the culture in which you were raised. The meaning of words, the signi�icance of gestures, the importance of time and space, the rules of human relationships— these and many other aspects of communication are de�ined by culture. To a large degree, your culture in�luences the way you think, which naturally affects the way you communicate as both a sender and a receiver.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note9) Intercultural communication is much more complicated than simply matching language between sender and receiver—it goes beyond mere words to beliefs, values, and emotions.

A company’s cultural diversity affects how its business messages are conceived, composed, delivered, received, and interpreted.

Elements of human diversity can affect communication at every stage of the communication process, from the ideas a person deems important enough to share to the habits and expectations of giving feedback. In particular, your instinct is to encode your message using the assumptions of your culture. However, members of your audience decode your message according to the assumptions of their culture. The greater the difference between cultures, the greater the chance for misunderstanding.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note10)

Culture in�luences everything about communication, including

Language

Nonverbal signals

Word meaning

Time and space issues

Rules of human relationships

Throughout this chapter, you’ll see examples of how communication styles and habits vary from one culture to another. These examples are intended to illustrate the major themes of intercultural communication, not to give an exhaustive list of styles and habits of any particular culture. With an understanding of these major themes, you’ll be prepared to explore the speci�ics of any culture.

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2 LEARNING OBJECTIVE De�ine culture, explain how culture is learned, and de�ine ethnocentrism and stereotyping.

3.2 Developing Cultural Competency Cultural competency (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term1) includes an appreciation for cultural differences that affect communication and the ability to adjust one’s communication style to ensure that efforts to send and receive messages across cultural boundaries are successful. In other words, it requires a combination of attitude, knowledge, and skills.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note11)

The good news is that you’re already an expert in culture, at least in the culture in which you grew up. You understand how your society works, how people are expected to communicate, what common gestures and facial expressions mean, and so on. The bad news is that because you’re such an expert in your own culture, your communication is largely automatic; that is, you rarely stop to think about the communication rules you’re following. An important step toward successful intercultural communication is becoming more aware of these rules and of the way they in�luence your communication.

Cultural competency requires a combination of attitude, knowledge, and skills.

UNDERSTANDING THE CONCEPT OF CULTURE Culture (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term4) is a shared system of symbols, beliefs, attitudes, values, expectations, and norms for behavior. Your cultural background in�luences the way you prioritize what is important in life, helps de�ine your attitude toward what is appropriate in a situation, and establishes rules of behavior.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note12)

Culture is a shared system of symbols, beliefs, attitudes, values, expectations, and behavior norms.

Actually, you belong to several cultures. In addition to the culture you share with all the people who live in your own country, you belong to other cultural groups, including an ethnic group, possibly a religious group, and perhaps a profession that has its own special language and customs. With its large population and long history of immigration, the United States is home to a vast array of cultures. As one indication of this diversity, the inhabitants of this country now speak more than 170 languages (see Figure 3.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec5#ch3�ig1) ).13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note13) In contrast, Japan is much more homogeneous, having only a few distinct cultural groups.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note14)

You belong to several cultures, each of which affects the way you communicate.

Members of a given culture tend to have similar assumptions about how people should think, behave, and communicate, and they all tend to act on those assumptions in much the same way. Cultures can vary in their rate of change, degree of complexity, and tolerance toward outsiders. These differences affect the level of trust and openness you can achieve when communicating with people of other cultures.

People learn culture directly and indirectly from other members of their group. As you grow up in a culture, you are taught by the group’s members who you are and how best to function in that culture. Sometimes you are explicitly told which behaviors are acceptable; at other times you learn by observing which values work best in a particular group. In these ways, culture is passed on from person to person and from generation to generation.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note15)

You learn culture both directly (by being instructed) and indirectly (by observing others).

Cultures tend to offer views of life that are both coherent (internally logical) and complete (able to answer all of life’s big questions).

In addition to being automatic, culture tends to be coherent; that is, a culture appears to be fairly logical and consistent when viewed from the inside. Certain norms within a culture may not make sense to someone outside the culture, but they probably make sense to those inside. Such coherence generally helps a culture function more smoothly internally, but it can create disharmony between cultures that don’t view the world in the same way.

Figure 3.1 Language Diversity in the United States

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Language is one of the distinguishing factors of population diversity. This chart shows the trend in relative ranking of languages other than English spoken in the United States since 1980.

Source: “Top Languages Other than English Spoken in 1980 and Changes in Relative Rank, 1990–2010,” U.S. Census Bureau, accessed 17 March 2014, www.census.gov (http://www.census.gov)

Finally, cultures tend to be complete; that is, they provide their members with most of the answers to life’s big questions. This idea of completeness dulls or even suppresses curiosity about life in other cultures. Not surprisingly, such completeness can complicate communication with other cultures.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note16)

OVERCOMING ETHNOCENTRISM AND STEREOTYPING Ethnocentrism (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term6) is the tendency to judge other groups according to the standards, behaviors, and customs of one’s own group. Given the automatic in�luence of one’s own culture, when people compare their culture to others, they often conclude that their own is superior.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note17) An even more extreme reaction is xenophobia (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term12) , a fear of strangers and foreigners. Clearly, businesspeople who take these views are not likely to communicate successfully across cultures.

Ethnocentrism is the tendency to judge all other groups according to the standards, behaviors, and customs of one’s own group.

Distorted views of other cultures or groups also result from stereotyping (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term11) , assigning a wide range of generalized attributes to an individual on the basis of membership in a particular culture or social group. For instance, assuming that an older colleague will be out of touch with the youth market or that a younger colleague can’t be an inspiring leader would be stereotyping age groups.

Stereotyping is assigning generalized attributes to an individual on the basis of membership in a particular group.

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Cultural pluralism is the acceptance of multiple cultures on their own terms.

Those who want to show respect for others and to communicate effectively in business need to adopt a more positive viewpoint, in the form of cultural pluralism (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term3) —the practice of accepting multiple cultures on their own terms. When crossing cultural boundaries, you’ll be even more effective if you move beyond simple acceptance and adapt your communication style to that of the new cultures you encounter—even integrating aspects of those cultures into your own.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note18) A few simple habits can help:

Avoid assumptions. Don’t assume that others will act the same way you do, use language and symbols the same way you do, or even operate from the same values and beliefs. For instance, in a comparison of the 10 most important values in three cultures, people from the United States had no values in common with people from Japanese or Arab cultures.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note19)

You can avoid ethnocentrism and stereotyping by avoiding assumptions and judgments and by accepting differences.

Avoid judgments. When people act differently, don’t conclude that they are in error or that their way is invalid or inferior.

Acknowledge distinctions. Don’t ignore the differences between another person’s culture and your own.

Unfortunately, overcoming ethnocentrism and stereotyping is not a simple task, even for people who are highly motivated to do so. Moreover, research suggests that people often have beliefs and biases that they’re not even aware of—and that may even con�lict with the beliefs they think they have.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note20)

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3 LEARNING OBJECTIVE Explain the importance of recognizing cultural variations, and list eight categories of cultural differences.

3.3 Recognizing Variations in a Diverse World You can begin to learn how people in other cultures want to be treated by recognizing and accommodating eight main types of cultural differences: contextual, legal and ethical, social, nonverbal, age, gender, religious, and ability.

CONTEXTUAL DIFFERENCES Every attempt at communication occurs within a cultural context (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term2) , the pattern of physical cues, environmental stimuli, and implicit understanding that convey meaning between two members of the same culture. However, cultures around the world vary widely in the role that context plays in communication.

Cultural context is the pattern of physical cues, environmental stimuli, and implicit understanding that conveys meaning between members of the same culture.

High-context cultures rely heavily on nonverbal actions and environmental setting to convey meaning; low-context cultures rely more on explicit verbal communication.

In a high-context culture (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term7) , people rely less on verbal communication and more on the context of nonverbal actions and environmental setting to convey meaning. For instance, a Chinese speaker expects the receiver to discover the essence of a message and uses indirectness and metaphor to provide a web of meaning.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note21) The indirect style can be a source of confusion during discussions with people from low-context cultures, who are more accustomed to receiving direct answers. Also, in high-context cultures, the rules of everyday life are rarely explicit; instead, as individuals grow up, they learn how to recognize situational cues (such as gestures and tone of voice) and how to respond as expected.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note22) The primary role of communication in high-context cultures is building relationships, not exchanging information.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note23)

In a low-context culture (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term10) such as the United States, people rely more on verbal communication and less on circumstances and cues to convey meaning. In such cultures, rules and expectations are usually spelled out through explicit statements such as “Please wait until I’m �inished” or “You’re welcome to browse.”24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note24)

The primary task of communication in low-context cultures is exchanging information.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note25)

Contextual differences are apparent in the way businesspeople approach situations such as decision making, problem solving, negotiating, interaction among levels in the organizational hierarchy, and socializing outside the workplace.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note26) For instance, in low-context cultures, businesspeople tend to focus on the results of the decisions they face, a re�lection of the cultural emphasis on logic and progress (for example, “Will this be good for our company? For my career?”). In comparison, higher-context cultures emphasize the means or the method by which a decision will be made. Building or protecting relationships can be as important as the facts and information used in making the decisions.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note27) Consequently, negotiators working on business deals in such cultures may spend most of their time together building relationships rather than hammering out contractual details.

The distinctions between high and low context are generalizations, of course, but they are important to keep in mind as guidelines. Communication tactics that work well in a high-context culture may back�ire in a low-context culture, and vice versa.

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A business-focused model for identifying cultural differences

The Lewis model is designed to help business professionals communicate across cultural boundaries. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

LEGAL AND ETHICAL DIFFERENCES

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Cultural context in�luences legal and ethical behavior, which in turn can affect communication. For example, the meaning of business contracts can vary from culture to culture. While a manager from a U.S. company would tend to view a signed contract as the end of the negotiating process, with all the details resolved, his or her counterpart in many Asian cultures might view the signed contract as an agreement to do business—and only then begin to negotiate the details of the deal.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note28)

As you conduct business around the world, you’ll �ind that both legal systems and ethical standards differ from culture to culture. Making ethical choices across cultures can seem complicated, but you can keep your messages ethical by applying four basic principles:29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note29)

Actively seek mutual ground. To allow the clearest possible exchange of information, both parties must be �lexible and avoid insisting that an interaction take place strictly in terms of one culture or another.

Send and receive messages without judgment. To allow information to �low freely, both parties must recognize that values vary from culture to culture, and they must trust each other.

Send messages that are honest. To ensure that information is true, both parties must see things as they are—not as they would like them to be. Both parties must be fully aware of their personal and cultural biases.

Honesty and respect are cornerstones of ethical communication, regardless of culture.

Show respect for cultural differences. To protect the basic human rights of both parties, each must understand and acknowledge the other’s needs and preserve each other’s dignity by communicating without deception.

SOCIAL DIFFERENCES The nature of social behavior varies among cultures, sometimes dramatically. Some behavioral rules are formal and speci�ically articulated (table manners are a good example), whereas others are informal and learned over time (such as the comfortable distance to stand from a colleague during a discussion). The combination of formal and informal rules in�luences the overall behavior of most people in a society most of the time. In addition to the factors already discussed, social norms can vary from culture to culture in the following areas:

Formal rules of etiquette are explicit and well de�ined, but informal rules are learned through observation and imitation.

Attitudes toward work and success. In the United States, for instance, a widespread view is that material comfort earned by individual effort is a sign of superiority and that people who work hard are better than those who don’t.

Roles and status. Culture in�luences the roles people play, including who communicates with whom, what they communicate, and in what way. For example, in some countries women still don’t play a prominent role in business, so women executives who visit these countries may �ind they’re not taken seriously as businesspeople.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note30) Culture also dictates how people show respect and signify rank. For example, people in the United States show respect by addressing top managers as “Mr. Roberts” or “Ms. Gutierrez.” However, people in China are addressed according to their of�icial titles, such as “President” or “Manager.”31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note31)

Respect and rank are re�lected differently from culture to culture in the way people are addressed and in their working environment.

Use of manners. What is polite in one culture may be considered rude in another. For instance, asking a colleague “How was your weekend?” is a common way of making small talk in the United States, but the question sounds intrusive to people in cultures in which business and private lives are seen as separate spheres.

The rules of polite behavior vary from country to country.

Concepts of time. People in low-context cultures see time as a way to plan the business day ef�iciently, often focusing on only one task during each scheduled period and viewing time as a limited resource. However, executives from high-context cultures often see time as more �lexible. Meeting a deadline is less important than building a business relationship.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note32)

Attitudes toward time, such as strict adherence to meeting schedules, can vary throughout the world.

Future orientation. Successful companies tend to have a strong future orientation, planning for and investing in the future, but national cultures around the world vary widely in this viewpoint. Some societies encourage a long-term outlook that emphasizes planning and investing—making sacri�ices in the short term for the promise of better outcomes in the future. Others are oriented more toward the present, even to the point of viewing the future as hopelessly remote and not worth planning for.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note33)

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Openness and inclusiveness. At the national level as well as within smaller groups, cultures vary on how open they are to accepting people from other cultures and people who don’t necessarily �it the prevailing norms within the culture. An unwillingness to accommodate others can range from outright exclusion to subtle pressures to conform to majority expectations.

Cultures around the world exhibit varying degrees of openness toward both outsiders and people whose personal identities don’t align with prevailing social norms.

Use of communication technologies. Don’t assume that colleagues and customers around the world use the same communication tools you use. For example, although mobile phone usage is high in most countries around the world, the percentage of users with smartphones and the broadband service required for communication services such as video varies widely.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note34)

NONVERBAL DIFFERENCES As discussed in Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) , nonverbal communication can be a helpful guide to determining the meaning of a message—but this situation holds true only if the sender and receiver assign the same meaning to nonverbal signals. For instance, the simplest hand gestures have different meanings in different cultures. A gesture that communicates good luck in Brazil is the equivalent of giving someone “the �inger” in Colombia.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note35) Don’t assume that the gestures you grew up with will translate to another culture; doing so could lead to embarrassing mistakes.

The meaning of nonverbal signals can vary widely from culture to culture, so you can’t rely on assumptions.

When you have the opportunity to interact with people in another culture, the best advice is to study the culture in advance and then observe the way people behave in the following areas:

Greetings. Do people shake hands, bow, or kiss lightly (on one side of the face or both)? Do people shake hands only when �irst introduced or every time they say hello or goodbye?

Personal space. When people are conversing, do they stand closer together or farther away than you are accustomed to?

Touching. Do people touch each other on the arm to emphasize a point or slap each other on the back to show congratulations? Or do they refrain from touching altogether?

Facial expressions. Do people shake their heads to indicate “no” and nod them to indicate “yes”? This is what people are accustomed to in the United States, but it is not universal.

Eye contact. Do people make frequent eye contact or avoid it? Frequent eye contact is often taken as a sign of honesty and openness in the United States, but in other cultures it can be a sign of aggressiveness or disrespect.

Posture. Do people slouch and relax in the of�ice and in public, or do they sit up and stand up straight?

Formality. In general, does the culture seem more or less formal than yours?

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Seven common hand gestures that will stir up trouble in other cultures

Find out what gestures that have positive meanings in the United States can have intensively negative meanings in other cultures. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Following the lead of people who grew up in the culture is not only a great way to learn but a good way to show respect as well.

AGE DIFFERENCES In U.S. culture, youth is often associated with strength, energy, possibilities, and freedom, and age is sometimes associated with declining powers and the inability to keep pace. However, older workers can offer broader experience, the bene�its of important business relationships nurtured over many years, and high degrees of “practical intelligence”—the ability to solve complex, poorly de�ined problems.36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note36)

A culture’s views on youth and aging affect how people communicate with one another.

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In contrast, in cultures that value age and seniority, longevity earns respect and increasing power and freedom. For instance, in many Asian societies, the oldest employees hold the most powerful jobs, the most impressive titles, and the greatest degrees of freedom and decision-making authority. If a younger employee disagrees with one of these senior executives, the discussion is never conducted in public. The notion of “saving face”—avoiding public embarrassment—is too strong. Instead, if a senior person seems to be in error about something, other employees will �ind a quiet, private way to communicate whatever information they feel is necessary.37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note37)

COMMUNICATING ACROSS CULTURES

Us Versus Them: Generational Con�lict in the Workplace

The way people view the world as adults is profoundly shaped by the social and technological trends they experienced while growing up, so it’s no surprise that each generation entering the workforce has a different perspective than the generations already at work. Throw in the human tendencies to resist change and to assume that whatever way one is doing something must be the best way to do it, and you have a recipe for con�lict. Moreover, generations in a workplace sometimes feel themselves competing for jobs, resources, in�luence, and control. The result can be tension, mistrust, and communication breakdowns.

Lumping people into generations is an imprecise science at best, but it helps to know the labels commonly applied to various age groups and to have some idea of their broad characteristics. These labels are not of�icial, and there is no general agreement on when some generations start and end, but you will see and hear references to the following groups (approximate years of birth shown in parentheses):

The Radio Generation (1925 to 1945). People in this group are beyond what was once considered the traditional retirement age of 65, but some want or need to continue working.

Baby Boomers (1946 to 1964). This large segment of the workforce, which now occupies many mid- and upper-level managerial positions, got its name from the population boom in the years following World War II. The older members of this generation are now reaching retirement age, but many will continue to work beyond age 65—meaning that younger workers waiting for some of these management spots to open up might have to wait a while longer.

Generation X (1965 to 1980). This relatively smaller “MTV generation” is responsible for many of the innovations that have shaped communication habits today but sometimes feels caught between the large mass of baby boomers ahead of them and the younger Generation Y employees entering the workforce. When Generation X does �inally get the chance to take over starting in 2015 or 2020, it will be managing in a vastly different business landscape, one in which virtual organizations and networks of independent contractors replace much of the hierarchy inherited from the baby boomers.

Generation Y (1981 to 1995). Also known as millennials, this youngest generation currently in the workforce is noted for its entrepreneurial instincts and technological savvy. This generation’s comfort level with social media and other communication technologies is helping to change business communication practices—but is also a source of concern for managers worried about information leaks and employee productivity.

Generation Z (after 1996). If you’re a member of Generation Y, those footsteps you hear behind you are coming from Generation Z, also known as Generation I (for Internet) or the Net Generation. The �irst full generation to be born after the World Wide Web was invented will be entering the workforce soon.

These brief summaries can hardly do justice to entire generations of workers, but they give you some idea of the different generational perspectives and the potential for communication problems. As with all cultural con�licts, successful communication starts with recognizing and understanding these differences.

CAREER APPLICATIONS

1. How would you resolve a con�lict between a baby boomer manager who worries about the privacy and productivity aspects of social networking and a Generation Y employee who wants to use these tools on the job?

2. Consider the range of labels from the Radio Generation to the Net Generation. What does this tell you about the possible in�luence of technology on business communication habits?

Sources: Anne Fisher, “When Gen X Runs the Show,” Time, 14 May 2009, www.time.com (http://www.time.com) ; Deloitte, “Generation Y: Powerhouse of the Global Economy,” research report, 2009, www.deloitte.com (http://www.deloitte.com) ; “Generation Y,” Nightly Business Report website, 30 June 2010, www.pbs.org (http://www.pbs.org) ; Sherry Posnick-Goodwin, “Meet Generation Z,” California Educator, February 2010, www.cta.org (http://www.cta.org) ; Ernie Stark, “Lost in a Time Warp,” People & Strategy 32 no. 4 (2009): 58–64.

The multiple generations within a culture present another dimension of diversity. Today’s workplaces can have three or even four generations working side by side. Each has been shaped by dramatically different world events, social trends, and technological advances, so it is not surprising that they often have different values, expectations, and communication habits. For instance, Generation Y workers (see “Us Versus Them: Generational Con�lict in the Workplace”) have a strong preference for communicating via short electronic messages, but baby boomers and Generation Xers sometimes �ind these brief messages abrupt and impersonal.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note38)

GENDER DIFFERENCES Gender in�luences workplace communication in several important ways. First, the perception of men and women in business varies from culture to culture, and gender bias can range from overt discrimination to subtle and even unconscious beliefs.

Second, although the ratio of men and women in entry-level professional positions is roughly equal, the percentage of management roles held by men increases steadily the further one looks up the corporate ladder. This imbalance can signi�icantly affect communication in such areas as mentoring, which is a vital development opportunity for lower and middle managers who want to move into senior positions. In one recent survey, for example, some men in executive

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positions expressed reluctance to mentor women, partly because they �ind it easier to bond with other men and partly out of concerns over developing relationships that might look inappropriate.39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note39)

Third, evidence suggests that men and women tend to have somewhat different communication styles. Broadly speaking, men emphasize content and outcomes in their communication efforts, whereas women place a higher premium on relationship maintenance.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note40) As one example, men are more likely than women to try to negotiate a pay raise. Moreover, according to research by Linda Babcock of Carnegie Mellon University, both men and women tend to accept this disparity, viewing assertiveness as a positive quality in men but a negative quality in women. Changing these perceptions could go a long way toward improving communication and equity in the workplace.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note41)

Broadly speaking, men tend to emphasize content in their messages, while women tend to emphasize relationship maintenance.

RELIGIOUS DIFFERENCES As one of the most personal and in�luential aspects of life, religion brings potential for controversy and con�lict in the workplace setting—as evidenced by a signi�icant rise in the number of religious discrimination lawsuits in recent years.42 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note42) Many employees believe they should be able to follow and express the tenets of their faith in the workplace. However, companies may need to accommodate employee behaviors that can con�lict with each other and with the demands of operating the business. The situation is complicated, with no simple answers that apply to every situation. As more companies work to establish inclusive workplaces, you can expect to see this issue being discussed more often in the coming years.

U.S. law requires employers to accommodate employees’ religious beliefs to a reasonable degree.

ABILITY DIFFERENCES Colleagues and customers with disabilities that affect communication represent an important aspect of the diversity picture. People whose hearing, vision, cognitive ability, or physical ability to operate electronic devices is impaired can be at a signi�icant disadvantage in today’s workplace. As with other elements of diversity, success starts with respect for individuals and sensitivity to differences.

Assistive technologies help employers create more inclusive workplaces and bene�it from the contribution of people with physical or cognitive impairments.

Employers can also invest in a variety of assistive technologies that help people with disabilities perform activities that might otherwise be dif�icult or impossible. These technologies include devices and systems that help workers communicate orally and visually, interact with computers and other equipment, and enjoy greater mobility in the workplace. For example, designers can emphasize web accessibility, taking steps to make websites more accessible to people whose vision is limited. Assistive technologies create a vital link for thousands of employees with disabilities, giving them opportunities to pursue a greater range of career paths and giving employers access to a broader base of talent.43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note43)

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4 LEARNING OBJECTIVE List four general guidelines for adapting to any business culture.

3.4 Adapting to Other Business Cultures Whether you’re trying to work productively with members of another generation in your own of�ice or with a business partner on the other side of the world, adapting your approach is essential to successful communication. This section offers general advice on adapting to any business culture and speci�ic advice for professionals from other cultures on adapting to U.S. business culture.

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GUIDELINES FOR ADAPTING TO ANY BUSINESS CULTURE You’ll �ind a variety of speci�ic tips in “Improving Intercultural Communication Skills,” starting on the next page, but here are four general guidelines that can help all business communicators improve their cultural competency:

Become aware of your own biases. Successful intercultural communication requires more than just an understanding of the other party’s culture; you need to understand your own culture and the way it shapes your communication habits.44 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note44) For instance, knowing that you value independence and individual accomplishment will help you communicate more successfully in a culture that values consensus and group harmony.

An important step in understanding and adapting to other cultures is to recognize the in�luences that your own culture has on your communication habits.

Ignore the “Golden Rule.” You probably heard this growing up: “Treat people the way you want to be treated.” The problem with the Golden Rule is that other people don’t always want to be treated the same way you want to be treated, particularly across cultural boundaries. The best approach: Treat people the way they want to be treated.

Exercise tolerance, �lexibility, and respect. As IBM’s Ron Glover puts it, “To the greatest extent possible, we try to manage our people and our practices in ways that are respectful of the core principles of any given country or organization or culture.”45 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note45)

Practice patience and maintain a sense of humor. Even the most committed and attuned business professionals can make mistakes in intercultural communication, so it is vital for all parties to be patient with one another. As business becomes ever more global, even people in the most tradition- bound cultures are learning to deal with outsiders more patiently and overlook occasional cultural blunders.46 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note46) A sense of humor is a helpful asset as well, allowing people to move past awkward and embarrassing moments. When you make a mistake, simply apologize and, if appropriate, ask the other person to explain the accepted way; then move on.

GUIDELINES FOR ADAPTING TO U.S. BUSINESS CULTURE If you are a recent immigrant to the United States or grew up in a culture outside the U.S. mainstream, you can apply all the concepts and skills in this chapter to help adapt to U.S. business culture. Here are some key points to remember as you become accustomed to business communication in this country:47 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note47)

Individualism. In contrast to cultures that value group harmony and group success, U.S. culture generally expects individuals to succeed by their own efforts, and it rewards individual success. Even though teamwork is emphasized in many companies, competition between individuals is expected and even encouraged in many cases.

The values espoused by American culture include individualism, equality, and privacy.

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Equality. Although the country’s historical record on equality has not always been positive and some inequalities still exist, equality is considered a core American value. This principle applies to race, gender, social background, and even age. To a greater degree than people in many other cultures, Americans believe that every person should be given the opportunity to pursue whatever dreams and goals he or she has in life.

Privacy and personal space. Although this appears to be changing somewhat with the popularity of social networking and other personal media, people in the United States are accustomed to a fair amount of privacy. That also applies to their “personal space” at work. For example, they expect you to knock before entering a closed of�ice and to avoid asking questions about personal beliefs or activities until they get to know you well.

Time and schedules. U.S. businesses value punctuality and the ef�icient use of time. For instance, meetings are expected to start and end at designated times.

Religion. The United States does not have an of�icial state religion. Many religions are practiced throughout the country, and people are expected to respect each other’s beliefs.

Communication style. Communication tends to be direct and focused more on content and transactions than on relationships or group harmony.

As with all observations about culture, these are generalizations, of course. Any nation of more than 300 million people will exhibit a wide variety of behaviors. However, following these guidelines will help you succeed in most business communication situations.

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5 LEARNING OBJECTIVE Identify seven steps you can take to improve your intercultural communication skills.

3.5 Improving Intercultural Communication Skills Communicating successfully between cultures requires a variety of skills (see Figure 3.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig2) ). You can improve your intercultural skills throughout your career by studying other cultures and languages, respecting preferences for communication styles, learning to write and speak clearly, listening carefully, knowing when to use interpreters and translators, and helping others adapt to your culture.

Figure 3.2 Components of Successful Intercultural Communication

Communicating in a diverse business environment is not always an easy task, but you can continue to improve your sensitivity and build your skills as you progress in your career.

STUDYING OTHER CULTURES Effectively adapting your communication efforts to another culture requires not only knowledge about the culture but also the ability and motivation to change your personal habits as needed.48 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note48) Fortunately, you don’t need to learn about the whole world all at once. Many companies appoint specialists for countries or regions, giving employees a chance to focus on just one culture at a time. And if your employer conducts business internationally, it may offer training and support for employees who need to learn more about speci�ic cultures.

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Even a small amount of research and practice will help you get through many business situations. In addition, most people respond positively to honest effort and good intentions, and many business associates will help you along if you show an interest in learning more about their cultures. Don’t be afraid to ask

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questions. People will respect your concern and curiosity. You will gradually accumulate considerable knowledge, which will help you feel comfortable and be effective in a wide range of business situations.

Numerous websites and books offer advice on traveling to and working in speci�ic cultures. Also try to sample newspapers, magazines, and even the music and movies of another country. For instance, a movie can demonstrate nonverbal customs even if you don’t grasp the language. (However, be careful not to rely solely on entertainment products. If people in other countries based their opinions of U.S. culture only on the silly teen �licks and violent action movies that the United States exports around the globe, what sort of impression do you imagine they’d get?) For some of the key issues to research before doing business in another country, refer to Table 3.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3tab1) .

TABLE 3.1 Doing Business in Other Cultures Action Details to Consider

Understand social customs How do people react to strangers? Are they friendly? Hostile? Reserved?

How do people greet each other? Should you bow? Nod? Shake hands?

How do you express appreciation for an invitation to lunch, dinner, or someone’s home? Should you bring a gift? Send �lowers? Write a thank-you note?

Are any phrases, facial expressions, or hand gestures considered rude?

How do you attract the attention of a waiter? Do you tip the waiter?

When is it rude to refuse an invitation? How do you refuse politely?

What topics may or may not be discussed in a social setting? In a business setting?

How do social customs dictate interaction between men and women? Between younger people and older people?

Learn about clothing and food preferences What occasions require special attire?

What colors are associated with mourning? Love? Joy?

Are some types of clothing considered taboo for one gender or the other?

How many times a day do people eat?

How are hands or utensils used when eating?

Where is the seat of honor at a table?

Assess political patterns How stable is the political situation?

Does the political situation affect businesses in and out of the country?

Is it appropriate to talk politics in social or business situations?

Understand religious and social beliefs Do which religious groups do people belong?

Which places, objects, actions, and events are sacred?

Do religious beliefs affect communication between men and women or between any other groups?

Is there a tolerance for minority religions?

How do religious holidays affect business and government activities?

Does religion require or prohibit eating speci�ic foods? At speci�ic times?

Learn about economic and business institutions Is the society homogeneous or heterogeneous?

What languages are spoken?

What are the primary resources and principal products?

Are businesses generally large? Family controlled? Government controlled?

What are the generally accepted working hours?

How do people view scheduled appointments?

Are people expected to socialize before conducting business?

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Action Details to Consider

Appraise the nature of ethics, values, and laws

Is money or a gift expected in exchange for arranging business transactions?

Do people value competitiveness or cooperation?

What are the attitudes toward work? Toward money?

Is politeness more important than factual honesty?

STUDYING OTHER LANGUAGES As commerce continues to become more globalized and many countries become more linguistically diverse, the demand for multilingual communicators continues to grow as well. The ability to communicate in more than one language can make you a more competitive job candidate and open up a wider variety of career opportunities.

Successful intercultural communication can require the modi�ication of personal communication habits.

Even if your colleagues or customers in another country speak your language, it’s worth the time and energy to learn common phrases in theirs. Doing so not only helps you get through everyday business and social situations but also demonstrates your commitment to the business relationship. After all, the other person probably spent years learning your language.

Making an effort to learn about another person’s culture is a sign of respect.

Mobile devices can be a huge help in learning another language and in communicating with someone in another language. A wide variety of apps and websites are available that help with essentials words and phrases, grammar, pronunciation, text translation, and even real-time audio translation.

MOBILE APPS

iTranslate translates more than 80 languages and features voice input and output.

Finally, don’t assume that people from two countries who speak the same language speak it the same way. The French spoken in Quebec and other parts of Canada is often noticeably different from the French spoken in France. Similarly, it’s often said that the United States and the United Kingdom are two countries divided by a common language. For instance, period (punctuation), elevator, and gasoline in the United States are full stop, lift, and petrol in the United Kingdom.

English is the most prevalent language in international business, but don’t assume that everyone understands it or speaks it the same way.

RESPECTING PREFERENCES FOR COMMUNICATION STYLE Communication style—including the level of directness, the degree of formality, media preferences, and other factors—varies widely from culture to culture (see Figures 3.3a (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3a) through 3.3d (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3d) ). Knowing what your communication partners expect can help you adapt to their particular style. Once again, watching and learning are the best ways to improve your skills. However, you can infer some generalities by learning more about the culture. For instance, U.S. workers typically prefer an open and direct communication style; they �ind other styles frustrating or suspect. Directness is also valued in Sweden as a sign of ef�iciency, but heated debates and confrontations are unusual. Italian, German, and French executives usually don’t put colleagues at ease with praise before they criticize; doing so seems manipulative to them. Meanwhile, professionals from high-context cultures, such as Japan or China, tend to be less direct.49 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note49) Finally, in general, business correspondence in other countries is often more formal than the style used by U.S. businesspeople.

WRITING CLEARLY Writing clearly is always important, of course, but it is essential when you are writing to people whose �irst language is not English. Follow these recommendations to make sure your message can be understood:50 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note50)

Clarity and simplicity are essential when writing to or speaking with people who don’t share your native language.

Choose words carefully. Use precise words that don’t have the potential to confuse with multiple meanings. For instance, the word right has several dozen different meanings and usages, so look for a synonym that conveys the speci�ic meaning you intend, such as correct, appropriate, desirable, moral, authentic, or privilege.51 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note51)

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Be brief. Use simple sentences and short paragraphs, breaking information into smaller chunks that are easier for readers to process.

Use plenty of transitions. Help readers follow your train of thought by using transitional words and phrases. For example, tie related points together with expressions such as in addition and �irst, second, and third.

Address international correspondence properly. Refer to Tables A.1 through A.5 in Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) for an explanation of different address elements and salutations commonly used in various countries.

Cite numbers and dates carefully. In the United States, 12-05-15 means December 5, 2015, but in many other countries, it means May 12, 2015. Dates in Japan and China are usually expressed with the year �irst, followed by the month and then the day; therefore, to write December 5, 2015, in Japan, write it as 2015-12-05. Similarly, in the United States and Great Britain, 1.000 means one with three decimal places, but it means one thousand in many European countries.

Figure 3.3a Intercultural Business Letter: Ineffective Original Draft

This letter (from a Kentucky company that designs radio-controlled airplanes) exhibits a number of problems that would create dif�iculties for its intended reader (the manager of a contract manufacturing company in China). Follow the changes in Figures 3.3b (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3b) , 3.3c (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3c) , and 3.3d (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3d) to see how the letter was adapted and then translated for its target audience.

Avoid slang, idiomatic phrases, and business jargon. Everyday speech and writing are full of slang and idiomatic phrases (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3term8) —phrases that mean more than the sum of their literal parts. Examples from U.S. English include “Knocked one out of the park” and “More bang for the buck.” Your audience may have no idea what you’re talking about when you use such phrases.

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Humor does not “travel well” because it usually relies on intimate knowledge of a particular culture.

Avoid humor and references to popular culture. Jokes and references to popular entertainment usually rely on culture-speci�ic information that might be completely unknown to your audience.

Figure 3.3b Intercultural Business Letter: First Revision

This version eliminates most of the problems with overly informal phrases and potentially offensive language. However, while it would function well as a message between native speakers of English, it still has some wording and formatting issues that could create dif�iculties for a Chinese reader. Compare with Figure 3.3c (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig3c) .

Although some of these differences may seem trivial, meeting the expectations of an international audience illustrates both knowledge of and respect for the other cultures (see Figure 3.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#ch3�ig4) on page 81 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#page_81) ).

SPEAKING AND LISTENING CAREFULLY Languages vary considerably in the signi�icance of tone, pitch, speed, and volume, which can create challenges for people trying to interpret the explicit meaning of words themselves as well as the overall nuance of a message. The English word progress can be a noun or a verb, depending on which syllable you emphasize. In Chinese, the meaning of the word mà changes depending on the speaker’s tone; it can mean mother, pileup, horse, or scold. And routine Arabic speech can sound excited or angry to an English-speaking U.S. listener.52 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note52)

Figure 3.3c Intercultural Business Letter: Final Revision

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Here is the �inal English version, revised to ensure more successful translation into Chinese and to conform to standard practices in Chinese business communication (including removing the inside address).

To ensure successful conversations between parties who speak different native languages or even regional variations of the same language, speakers and listeners alike need to make accommodations.53 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note53) Speakers should adjust the content of their messages and the style of their delivery to accommodate the needs of their listeners and the circumstances of the conversation. For example, if you are speaking in person or over an electronic connection that includes a video component, you can use hand gestures and other nonverbal signals to clarify your spoken message. However, when you don’t have a visual connection, you must take extra care to convey your meaning through words and vocal characteristics alone. Conversely, listeners need to be tolerant of accents, vocabulary choices, gestures, and other factors that might distract them from hearing the meaning of a speaker’s message.

Speaking clearly and getting plenty of feedback are two of the keys to successful intercultural conversations.

Figure 3.3d Intercultural Business Letter: Translated Version

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Here is the translated version, formatted in accordance with Chinese business communication practice.

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When talking with people whose native language is different from yours, remember that the processing of even everyday conversations can be dif�icult. For instance, speakers from the United States sometimes string together multiple words into a single, mystifying pseudoword, such as turning “Did you eat yet?” into

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“Jeetyet?” In spoken French, many word pairs are joined as a matter of rule, and the pronunciation can change depending on which words are next to one another. In these instances, non-native French speakers can have a hard time telling when one word ends and the next one begins.

Figure 3.4 Writing for Multilingual Audiences

In today’s global and diversi�ied work environment, chances are many of your messages will be read by people whose native language is not English. Follow the guidelines on pages 76 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#page_76) –77 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec20#page_77) to help ensure successful communication. (Notice how following these guidelines makes the message easier for everybody to read, including native English speakers.)

To be more effective in intercultural conversations, remember these tips: (1) Speak slowly and clearly; (2) don’t rephrase until it’s obviously necessary (immediately rephrasing something you’ve just said doubles the translation workload for the listener); (3) look for and ask for feedback to make sure your message is getting through; (4) don’t talk down to the other person by overenunciating words or oversimplifying sentences; and (5) at the end of the conversation, double-check to make sure you and the listener agree on what has been said and decided.

As a listener, you’ll need some practice to get a sense of vocal patterns. The key is simply to accept what you hear �irst, without jumping to conclusions about meaning or motivation. Let other people �inish what they have to say. If you interrupt, you may miss something important. You’ll also show a lack of respect. If you do not understand a comment, ask the person to repeat it. Any momentary awkwardness you might feel in asking for extra help is less important than the risk of unsuccessful communication.

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To listen more effectively in intercultural situations, accept what you hear without judgment and let people �inish what they have to say.

USING INTERPRETERS, TRANSLATORS, AND TRANSLATION SOFTWARE You may encounter business situations that require using an interpreter (for spoken communication) or a translator (for written communication). Interpreters and translators can be expensive, but skilled professionals provide invaluable assistance for communicating in other cultural contexts.54 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec28#ch3note54) Keeping up with current language usage in a given country or culture is also critical in order to avoid embarrassing blunders. Some companies use back-translation to ensure accuracy. Once a translator encodes a message into another language, a different translator retranslates the same message into the original language. This back-translation is then compared with the original message to discover any errors or discrepancies.

For important business communication, use a professional interpreter (for oral communication) or translator (for written communication).

The time and cost required for professional translation has encouraged the development of computerized translation tools. Dedicated software tools, mobile apps, and online services such as WorldLingo offer various forms of automated translation. Major search engines let you request translated versions of the websites you �ind. Although none of these tools can translate as well as human translators, they are getting better all the time.

HELPING OTHERS ADAPT TO YOUR CULTURE Everyone can contribute to successful intercultural communication. Whether a younger person is unaccustomed to the formalities of a large corporation or a colleague from another country is working on a team with you, look for opportunities to help people �it in and adapt their communication style. For example, if a non-native English speaker is making mistakes that could hurt his or her credibility, you can offer advice on the appropriate words and phrases to use. Most language learners truly appreciate this sort of assistance, as long as it is offered in a respectful manner. Moreover, chances are that while you’re helping, you’ll learn something about the other person’s culture and language, too.

Help others adapt to your culture; it will create a more productive workplace and teach you about their cultures as well.

You can also take steps to simplify the communication process. For instance, oral communication in a second language is usually more dif�icult than written forms of communication, so instead of asking a foreign colleague to provide information in a conference call, you could ask for a written response instead of or in addition to the live conversation.

For a brief summary of ideas to improve intercultural communication in the workplace, see “Checklist: Improving Intercultural Communication Skills.” For additional information on communicating in a world of diversity, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch03#ch03) .

CHECKLIST ✓ Improving Intercultural Communication Skills

Understand your own culture so that you can recognize its in�luences on your communication habits.

Study other cultures so that you can appreciate cultural variations.

Study the languages of people with whom you communicate, even if you can learn only a few basic words and phrases.

Help non-native speakers learn your language.

Respect cultural preferences for communication style.

Write clearly, using brief messages, simple language, generous transitions, and appropriate international conventions.

Avoid slang, humor, and references to popular culture.

Speak clearly and slowly, giving listeners time to translate your words.

Ask for feedback to verify that communication was successful.

Listen carefully and ask speakers to repeat anything you don’t understand.

Use interpreters and translators for important messages.

COMMUNICATION CHALLENGES AT EY Karyn Twaronite is responsible for workforce diversity and inclusiveness across EY’s Americas region, but every manager throughout the company is expected to foster a climate of inclusion and support for employees of every cultural background. As a team leader in one of EY’s U.S. of�ices, you’re learning to exercise sound business judgment and use good listening skills to help resolve situations that arise within your diverse group of employees. How would you address these challenges?

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INDIVIDUAL CHALLENGE: Fabio Silva joined your of�ice after immigrating from Brazil three years ago. He is a brilliant �inancial analyst, but he resists working with other employees, even in team settings where collaboration is expected. Given the importance that you place on teamwork, how should you handle the situation? List several alternatives for addressing this dilemma, identify which one you would choose, and explain why you would choose this approach.

TEAM CHALLENGE: Your employees are breaking into ethnically based cliques. Members of ethnic groups eat together, socialize together, and often chat in their native languages while they work. You appreciate how these groups give their members a sense of community, but you worry that these informal communication channels are alienating nonmembers and fragmenting the �low of information. How can you encourage a stronger sense of community and teamwork across your department? Brainstorm at least three steps you can take to encourage better cross-cultural communication in your group.

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Quick Learning Guide

KEY TERMS cultural competency An appreciation for cultural differences that affect communication and the ability to adjust one’s communication style to ensure that

efforts to send and receive messages across cultural boundaries are successful cultural context The pattern of physical cues, environmental stimuli, and implicit understanding that convey meaning between two members of the same

culture cultural pluralism The practice of accepting multiple cultures on their own terms culture A shared system of symbols, beliefs, attitudes, values, expectations, and norms for behavior diversity All the characteristics and experiences that de�ine each of us as individuals ethnocentrism The tendency to judge other groups according to the standards, behaviors, and customs of one’s own group high-context culture Culture in which people rely less on verbal communication and more on the context of nonverbal actions and environmental setting to

convey meaning idiomatic phrases Phrases that mean more than the sum of their literal parts; such phrases can be dif�icult for non-native speakers to understand intercultural communication The process of sending and receiving messages between people whose cultural backgrounds could lead them to interpret verbal

and nonverbal signs differently low-context culture Culture in which people rely more on verbal communication and less on circumstances and nonverbal cues to convey meaning stereotyping Assigning a wide range of generalized attributes to an individual on the basis of membership in a particular culture or social group xenophobia Fear of strangers and foreigners

SUMMARY OF LEARNING OBJECTIVES 1 Discuss the opportunities and challenges of intercultural communication. The global marketplace spans natural boundaries and national borders, allowing worldwide competition between businesses of all sizes. Therefore, today’s businesspeople are likely to communicate across international borders with people who live in different cultures. Moreover, even domestic workforces are becoming more and more diverse, with employees having different national, religious, and ethnic backgrounds. In this environment, companies can bene�it from a broad range of viewpoints and ideas, get a good understanding of diverse markets, and recruit workers from the broadest possible pool of talent. However, intercultural communication presents challenges as well, including motivating diverse employees to cooperate and to work together in teams as well as understanding enough about how culture affects language to prevent miscommunication.

2 De�ine culture, explain how culture is learned, and de�ine ethnocentrism and stereotyping. Culture is a shared system of symbols, beliefs, attitudes, values, expectations, and norms for behavior. Culture is learned by listening to advice from other members of a society and by observing their behaviors. This double-edged method uses direct and indirect learning to ensure that culture is passed from person to person and from generation to generation.

Ethnocentrism is the tendency to judge other groups according to the standards, behaviors, and customs of one’s own group. Stereotyping is assigning a wide range of generalized attributes to individuals on the basis of their membership in a particular culture or social group, without considering an individual’s unique characteristics. To overcome ethnocentrism and stereotyping, work to avoid assumptions, avoid judgments, and acknowledge distinctions.

3 Explain the importance of recognizing cultural variations, and list eight categories of cultural differences. People from different cultures encode and decode messages differently, increasing the chances of misunderstanding. By recognizing and accommodating cultural differences, we avoid automatically assuming that everyone’s thoughts and actions are just like ours. Begin by focusing on eight categories of differences: contextual differences (the degree to which a culture relies on verbal or nonverbal actions to convey meaning), legal and ethical differences (the degree to which laws and ethics are regarded and obeyed), social differences (how members value work and success, recognize status, de�ine manners, and think about time), nonverbal differences (differing attitudes toward greetings, personal space, touching, facial expression, eye contact, posture, and formality), age differences (how members think about youth, seniority, and longevity), gender differences (how men and women communicate), religious differences (how beliefs affect workplace relationships), and ability differences (inclusive strategies that enable people with disabilities to more fully communicate with the rest of the workforce).

4 List four general guidelines for adapting to any business culture. You can adapt to any business culture by (1) becoming aware of your own cultural biases so that you can understand how these forces shape your communication habits; (2) ignoring the Golden Rule (treating people the way you want them to treat you) and instead treating them the way they want to be treated; (3) exercising tolerance, �lexibility, and respect; and (4) practicing patience and maintaining a sense of humor to get you through the bumpy spots.

5 Identify seven steps you can take to improve your intercultural communication skills. Communicating successfully between cultures requires a variety of skills, all of which you can continue to improve throughout your career. Make your intercultural communication effective by (1) studying other cultures; (2) studying other languages; (3) respecting your audience’s preferences for communication style; (4) writing as clearly as possible; (5) speaking as clearly as you can; (6) listening carefully; using interpreters, translators, and translation software when necessary; and (7) helping others adapt to your own culture.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

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3-1. What are the potential advantages of a diverse workforce? [LO-1] 3-2. How do high-context cultures differ from low-context cultures? [LO-2] 3-3. What is ethnocentrism, and how can it be overcome in communication? [LO-2] 3-4. In addition to contextual differences, what other categories of cultural differences exist? [LO-3] 3-5. How does a sense of humor come in handy during intercultural communication? [LO-4]

3-6. How can the Golden Rule cause problems in intercultural communication? [LO-4] 3-7. What are the risks of using computerized translation when you need to read a document written in another language? [LO-5] 3-8. What steps can you take to help someone from another culture adapt to your culture? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

3-9. Make a list of the top �ive priorities in your life (for example, fame, wealth, family, spirituality, peace of mind, individuality, artistic expression). Compare your list with the priorities that appear to be valued in the culture in which you are currently living. (You can be as broad or as narrow as you like in de�ining culture for this exercise, such as overall U.S. culture or the culture in your college or university.) Do your personal priorities align with the culture’s priorities? If not, how might this disparity affect your communication with other members of the culture? [LO-2]

3-10. How does making an effort to avoid assumptions contribute to the practice of cultural pluralism? [LO-3]

3-11. Why is it important to understand your own culture when attempting to communicate with people from other cultures? [LO-4]

3-12. Think about the last three movies or television shows set in the United States that you’ve watched. In what ways would these entertainment products be helpful or unhelpful for people from other countries trying to learn about U.S. culture? [LO-5]

3-13. How can helping someone adapt to your culture help you gain a better understand of it yourself?

Practice Your Skills Message for Analysis: Adapting to Cultural Differences [LO-5]

Your boss wants to send a brief email message welcoming employees recently transferred to your department from the company’s Hong Kong branch. These employees, all of whom are Hong Kong natives, speak English, but your boss asks you to review his message for clarity. What would you suggest your boss change in the following email message, and why? Would you consider this message to be audience centered? Why or why not? (Hint: Do some quick research on Hong Kong to identify the style of English that people in Hong Kong are likely to speak.)

I wanted to welcome you ASAP to our little family here in the States. It’s high time we shook hands in person and not just across the sea. I’m pleased as punch about getting to know you all, and I for one will do my level best to sell you on America.

Exercises Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

3-14. Intercultural Communication: Recognizing Cultural Variations [LO-1], [LO-3], [LO-4] Review the de�initions of the generations on page 71 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch3lev1sec8#page_71) . Based on your year of birth, in which generation do you belong? Do you feel a part of this generation? Why or why not? If you were born outside the United States, do the generational boundaries seem accurate to you? Now consider the biases that you might have regarding other generations. For example, if you are a member of Generation Y, what do you think about the baby boomers and their willingness to embrace new ideas? Identify several of your generational biases that could create friction in the workplace. Summarize your responses to these questions in a post on your class blog or an email message to your instructor.

3-15. Intercultural Communication: Adapting to Cultural Variations [LO-2] You are a new manager at K & J Brick, a masonry products company that is now run by the two sons of the man who founded it 50 years ago. For years, the co-owners have invited the management team to a wilderness lodge for a combination of outdoor sports and annual business planning meetings. You don’t want to miss the event, but you know that the outdoor activities weren’t designed for someone like you, whose physical impairments prevent participation in the sporting events. Draft a short email message to the rest of the management team, suggesting changes to the annual event that will allow all managers to participate.

3-16. Intercultural Communication: Writing for Multiple-Language Audiences [LO-5] Reading English-language content written by non-native speakers of English can be a good reminder of the challenges of communicating in another language. The writing can be confusing or even amusing at �irst glance, but the key to remember here is that your writing might sound just as confusing or amusing to someone else if your roles were reversed.

Identify a company that is based in a non-English speaking country but that includes English-language text on its website. (The “Advanced” search capabilities of your favorite search engine can help you locate websites from a particular country.) Study the language on this site. Does it sound as though it was written by someone adept at English? If the �irst site you’ve found does have writing that sounds natural to a native U.S. English speaker, �ind another company whose website doesn’t. Select a section of text, at least several sentences long, and rewrite it to sound more “American.” Submit the original text and your rewritten version to your instructor.

3-17. Intercultural Communication: Writing for Multiple-Language Audiences; Collaboration: Team Projects [LO-5], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) With a team assigned by your instructor, review the Facebook pages of �ive companies, looking for words and phrases that might be confusing to a non-native speaker of English. If you (or someone on the team) are a non-native speaker, explain to the team why those word choices could be confusing. Choose three sentences, headlines, company slogans, or other pieces of text that

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contain potentially confusing words and rewrite them to minimize the chances of misinterpretation. As much as possible, try to retain the tone of the original—although you may �ind that this is impossible in some instances. Use Google Docs to compile the original selections and your revised versions, then email the documents to your instructor.

3-18. Intercultural Communication: Speaking with Multiple-Language Audiences; Collaboration: Team Projects [LO-5], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) Working with two other students, prepare a list of 10 examples of slang (in your own language) that might be misinterpreted or misunderstood during a business conversation with someone from another culture. Next to each example, suggest other words you might use to convey the same message. Do the alternatives mean exactly the same as the original slang or idiom? Submit your list of original words and suggested replacements, with an explanation of why each replacement is better than the original.

3-19. Intercultural Communication: Writing for Multiple-Language Audiences [LO-5] Explore the powers and limitations of free online translation services such as Google Translate. Enter a sentence from this chapter, such as “Local markets are opening to worldwide competition as businesses of all sizes look for new growth opportunities outside their own countries.” First, translate the sentence from English to Spanish and click to complete the translation. Next, copy the Spanish version and paste it into the translation entry box and back-translate it from Spanish to English. Now repeat this test for German, French, Italian, or another language. Did the sentence survive the round trip? Does it still sound like normal business writing when translated back into English?

(1) What are the implications for the use of automated translation services for international correspondence? (2) Would you feel comfortable using an online tool such as this to translate an important business message? (3) How might you use this website to sharpen your intercultural communication skills? Summarize your �indings in a brief report.

3-20. Intercultural Communication: Speaking with Multiple-Language Audiences; Media Skills: Podcasting [LO-5], Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) Your company was one of the �irst to use podcasting as a business communication tool. Executives frequently record messages (such as monthly sales summaries) and post them on the company’s intranet site; employees from the 14 of�ices in Europe, Asia, and North America then download the �iles to their music players or other devices and listen to the messages while riding the train to work, eating lunch at their desks, and so on. Your boss asks you to draft the opening statement for a podcast that will announce a revenue drop caused by intensive competitive pressure. She reviews your script and hands it back with a gentle explanation that it needs to be revised for international listeners. Improve the following statement in as many ways as you can:

Howdy, comrades. Shouldn’t surprise anyone that we took a beating this year, given the insane pricing moves our knucklehead competitors have been making. I mean, how those clowns can keep turning a pro�it is beyond me, what with steel costs still going through the roof and labor costs heating up— even in countries where everybody goes to �ind cheap labor—and hazardous waste disposal regs adding to operating costs, too.

Expand Your Skills Critique the Professionals

Find an online business document—such as a company webpage, blog post, Facebook Info tab, or LinkedIn pro�ile—that you believe commits an intercultural communication blunder by failing to consider the needs of at least some of its target readers. For example, a website might use slang or idiomatic language that could confuse some readers, or it might use language that offends some readers. In a post on your class blog, share the text you found and explain why you think it does not succeed as effective intercultural communication. Be sure to include a link back to the original material.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on communicating with business contacts in another country or culture. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

3-21. How have market globalization and cultural diversity contributed to the increased importance of intercultural communication? [LO-1]

3-22. What four principles apply to ethical intercultural communication? [LO-3]

Endnotes 1. Ernst & Young website, accessed 21 January 2013, www.ey.com (http://www.ey.com) ; “8 CEOs Whose Inclusive Styles Change Corporate Cultures,” DiversityInc, accessed 21 January 2013, www.diversityinc.com (http://www.diversityinc.com) ; “E&Y’s Karyn Twaronite Interviewed by HBA’s Marianne Fray,” Healthcare Businesswomen’s Association, accessed 21 January 2013, www.youtube.com (http://www.youtube.com) ; “No. 6: Ernst & Young,” DiversityInc, accessed 21 January 2013, www.diversityinc.com (http://www.diversityinc.com) ; “How Ernst & Young Improved Engagement, Innovation for 167,000 Employees,” DiversityInc, accessed 21 January 2013, www.diversityinc.com (http://www.diversityinc.com) ; HR & Communications: How Ernst & Young Gets Its Diversity Message to 50,000 Employees Every Day,” DiversityInc, accessed 21 January 2013.

2. Michael R. Carrell, Everett E. Mann, and Tracey Honeycutt-Sigler, “De�ining Workforce Diversity Programs and Practices in Organizations: A Longitudinal Study,” Labor Law Journal, Spring 2006, 5–12.

3. “Dimensions of Diversity—Workforce,” Merck website, accessed 4 January 2011, www.merck.com (http://www.merck.com) .

4. “Top Ten Countries with Which the U.S. Trades,” U.S. Census Bureau website, accessed 29 December 2010, www.census.gov (http://www.census.gov) .

5. Competing Across Borders: How Cultural and Communication Barriers Affect Business, Economist Intelligence Unit Ltd., 2012, 4.

6. Nancy R. Lockwood, “Workplace Diversity: Leveraging the Power of Difference for Competitive Advantage,” HR Magazine, June 2005, special section, 1–10.

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7. Alan Kline, “The Business Case for Diversity,” USBanker, May 2010, 10–11.

8. “More Than 300 Counties Now ‘Majority–Minority,’” press release, U.S. Census Bureau website, 9 August 2007, www.census.gov (http://www.census.gov) ; Robert Kreitner, Management, 9th ed. (Boston: Houghton Mif�lin, 2004), 84.

9. Tracy Novinger, Intercultural Communication, A Practical Guide (Austin, Tex.: University of Texas Press, 2001), 15.

10. Larry A. Samovar and Richard E. Porter, “Basic Principles of Intercultural Communication,” in Intercultural Communication: A Reader, 6th ed., edited by Larry A. Samovar and Richard E. Porter (Belmont, Calif.: Wadsworth, 1991), 12.

11. Arthur Chin, “Understanding Cultural Competency,” New Zealand Business, December 2010/January 2011, 34–35; Sanjeeta R. Gupta, “Achieve Cultural Competency,” Training, February 2009, 16–17; Diane Shannon, “Cultural Competency in Health Care Organizations: Why and How,” Physician Executive, September–October 2010, 15–22.

12. Linda Beamer and Iris Varner, Intercultural Communication in the Workplace, 2nd ed. (New York: McGraw-Hill Irwin, 2001), 3.

13. “Languages of the United States,” Ethnologue website, accessed 29 December 2010, www.ethnologue.com (http://www.ethnologue.com) .

14. Philip R. Harris and Robert T. Moran, Managing Cultural Differences, 3rd ed. (Houston: Gulf, 1991), 394–397, 429–430.

15. Lillian H. Chaney and Jeanette S. Martin, Intercultural Business Communication, 2nd ed. (Upper Saddle River, N.J.: Prentice Hall, 2000), 6.

16. Beamer and Varner, Intercultural Communication in the Workplace, 4.

17. Chaney and Martin, Intercultural Business Communication, 2nd ed., 9.

18. Richard L. Daft, Management, 6th ed. (Cincinnati: Thomson South-Western, 2003), 455.

19. Lillian H. Chaney and Jeanette S. Martin, Intercultural Business Communication, 4th ed. (Upper Saddle River, N.J.: Pearson Prentice Hall, 2007), 53.

20. Project Implicit website, accessed 29 December 2010, http://implicit.harvard.edu/implicit (http://implicit.harvard.edu/implicit) .

21. Linda Beamer, “Teaching English Business Writing to Chinese-Speaking Business Students,” Bulletin of the Association for Business Communication 57, no. 1 (1994): 12–18.

22. Edward T. Hall, “Context and Meaning,” in Intercultural Communication, 6th ed., edited by Larry A. Samovar and Richard E. Porter (Belmont, Calif.: Wadsworth, 1991), 46–55.

23. Daft, Management, 459.

24. Charley H. Dodd, Dynamics of Intercultural Communication, 3rd ed. (Dubuque, Ia.: Brown, 1991), 69–70.

25. Daft, Management, 459.

26. Hannah Seligson, “For American Workers in China, a Culture Clash,” New York Times, 23 December 2009, www.nytimes.com (http://www.nytimes.com) .

27. Beamer and Varner, Intercultural Communication in the Workplace, 230–233.

28. Ed Marcum, “More U.S. Businesses Abandon Outsourcing Overseas,” Seattle Times, 28 August 2010, www.seattletimes.com (http://www.seattletimes.com) .

29. Guo-Ming Chen and William J. Starosta, Foundations of Intercultural Communication (Boston: Allyn & Bacon, 1998), 288–289.

30. Mary A. DeVries, Internationally Yours (New York: Houghton Mif�lin, 1994), 194.

31. Robert O. Joy, “Cultural and Procedural Differences That In�luence Business Strategies and Operations in the People’s Republic of China,” SAM Advanced Management Journal, Summer 1989, 29–33.

32. Chaney and Martin, Intercultural Business Communication, 2nd ed., 122–123.

33. Mansour Javidan, “Forward-Thinking Cultures,” Harvard Business Review, July–August 2007, 20.

34. “The 100 Million Club 2013: the Top 14 Mobile Markets by Number of Mobile Subscriptions And 3G/4G Subscribers,” MobiThinking, 26 November 2013, www.mobithinking.com (http://www.mobithinking.com) .

35. Tracy Novinger, Intercultural Communication, A Practical Guide (Austin: University of Texas Press, 2001), 54.

36. Peter Coy, “Old. Smart. Productive.” BusinessWeek, 27 June 2005, www.businessweek.com (http://www.businessweek.com) ; Beamer and Varner, Intercultural Communication in the Workplace, 107–108.

37. Beamer and Varner, Intercultural Communication in the Workplace, 107–108.

38.Steff Gelston, “Gen Y, Gen X and the Baby Boomers: Workplace Generation Wars,” CIO, 30 January 2008, www.cio.com (http://www.cio.com) .

39. Joanna Barsh and Lareina Yee, “Changing Companies’ Minds About Women,” McKinsey Quarterly, 2011, Issue 4, 48–59.

40. John Gray, Mars and Venus in the Workplace (New York: HarperCollins, 2002), 10, 25–27, 61–63.

41. Jennifer Luden, “Ask for a Raise? Most Women Hesitate,” NPR, 14 February 2011, www.npr.org (http://www.npr.org) .

42. “Religious Bias a Growing Issue,” Business Insurance, 13 February 2012, 8; Mark D. Downey, “Keeping the Faith,” HR Magazine, January 2008, 85–88.

43. IBM Accessibility Center, accessed 24 August 2006, www-03.ibm.com/able (http://www-03.ibm.com/able) ; AssistiveTech.net (http://AssistiveTech.net) , accessed 24 August 2006, www.assistivetech.net (http://www.assistivetech.net) ; Business Leadership Network website, accessed 24 August 2006, www.usbln.org (http://www.usbln.org) ; National Institute on Disability and Rehabilitation Research website, accessed 24 August 2006, www.ed.gov/about/of�ices/list/osers/nidrr (http://www.ed.gov/about/of�ices/list/osers/nidrr) ; Rehabilitation Engineering & Assistive Technology Society of North America website, accessed 24 August 2006, www.resna.org (http://www.resna.org) .

44. Daphne A. Jameson, “Reconceptualizing Cultural Identity and Its Role in Intercultural Business Communication,” Journal of Business Communication, July 2007, 199–235.

45. Leslie Knudson, “Diversity on a Global Scale,” HR Management, accessed 17 August 2008, www.hrmreport.com (http://www.hrmreport.com) .

46. Craig S. Smith, “Beware of Green Hats in China and Other Cross-Cultural Faux Pas,” New York Times, 30 April 2002, C11.

47. Sana Reynolds and Deborah Valentine, Guide for Internationals: Culture, Communication, and ESL (Upper Saddle River, N.J.: Pearson Prentice Hall, 2006), 3– 11, 14–19, 25.

48. P. Christopher Earley and Elaine Mosakowsi, “Cultural Intelligence,” Harvard Business Review, October 2004, 139–146.

49. Bob Nelson, “Motivating Workers Worldwide,” Global Workforce, November 1998, 25–27.

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50. Mona Casady and Lynn Wasson, “Written Communication Skills of International Business Persons,” Bulletin of the Association for Business Communication 57, no. 4 (1994): 36–40.

51. Lynn Gaertner-Johnston, “Found in Translation,” Business Writing blog, 25 November 2005, www.businesswritingblog.com (http://www.businesswritingblog.com) .

52. Myron W. Lustig and Jolene Koester, Intercultural Competence, 4th ed. (Boston: Allyn & Bacon, 2003), 196.

53. “‘Can You Spell That for Us Nonnative Speakers?’ Accommodation Strategies in International Business Meetings,” Pamela Rogerson-Revell, Journal of Business Communication 47, no. 4 (October 2010): 432–454.

54. James Wilfong and Toni Seger, Taking Your Business Global (Franklin Lakes, N.J.: Career Press, 1997), 232.

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PART 2 Applying the Three-Step Writing Process

CHAPTER 4 Planning Business Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) CHAPTER 5 Writing Business Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) CHAPTER 6 Completing Business Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06)

Every professional can learn to write more effectively while spending less time and energy in creating effective messages. Discover a proven writing process that divides the challenge of communicating into three simple steps: planning, writing, and completing messages. The process works for everything from blog posts to formal reports to your résumé. With a bit of practice, you’ll be using the process to write more effectively without even thinking about it.

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4 Planning Business Messages

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Describe the three-step writing process 2 Explain why it’s important to analyze a communication situation in order to de�ine your purpose and pro�ile your audience before writing a message 3 Discuss information-gathering options for simple messages, and identify three attributes of quality information 4 List the factors to consider when choosing the most appropriate medium for a message 5 Explain why good organization is important to both you and your audience, and list the tasks involved in organizing a message

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H&R Block makes extensive use of social media and mobile apps to connect with customers and simplify the chore of �iling tax returns.

COMMUNICATION CLOSE-UP AT H&R Block Many taxpayers don’t think about their taxes until they absolutely have to, and then they want to think about taxes as little as possible. In this context of extreme apathy, H&R Block certainly has a challenge on its hands when it wants to communicate with taxpayers about tax preparation products and services.

H&R Block is the leading tax-preparation �irm in the United States, with a range of options for virtually every class of taxpayer. Those who want to avoid the chore of doing their own taxes can hand the job over to one of the company’s 90,000 tax specialists. Those taxpayers who are willing to do most or all of the work themselves can choose from a variety of digital alternatives, including both PC software and web-based solutions.

Although tax preparation is one of the least exciting consumer experiences, H&R Block has developed a reputation for creative communication efforts that make use of the latest innovations in social media. For example, for one product launch that noted media expert Shel Israel characterized as “among the most extensive business-to-consumer social media campaigns in history,” the company used a variety of techniques to connect with potential customers: videos on YouTube (including a contest for user-created videos), a pro�iles on Facebook, Twitter microblogging, and an “H&R Block Island” in the virtual world Second Life.

The innovations aren’t simply about technology, however. In the spirit of the social communication model (see Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) ), the company emphasizes a conversational, two-way approach in which it listens as carefully as it speaks. For example, staffers follow a large number of Twitter users who have asked tax questions in the past, with the goal of maintaining an open channel of communication. It has also embraced mobile in a big way, with an app for completing tax returns on tablets and smartphones.

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Particularly coming from a company that has a stodgy, old-school image in the minds of many people, this cutting-edge communication has surprised more than a few social media observers. Perhaps even more amazing is that H&R Block has actually generated some public interest in the �ield of tax preparation.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note1)

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1 LEARNING OBJECTIVE Describe the three-step writing process.

4.1 Understanding the Three-Step Writing Process The emphasis that H&R Block (pro�iled in the chapter-opening Communication Close-Up) puts on connecting with customers is a lesson that applies to business messages for all stakeholders. By following the process introduced in this chapter, you can create successful messages that meet audience needs and highlight your skills as a perceptive business professional.

The three-step writing process consists of planning, writing, and completing your messages.

The three-step writing process (see Figure 4.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec1#ch4�ig1) ) helps ensure that your messages are both effective (meeting your audience’s needs and getting your points across) and ef�icient (making the best use of your time and your audience’s time):

Step 1: Planning business messages. To plan any message, �irst analyze the situation by de�ining your purpose and developing a pro�ile of your audience. When you’re sure what you need to accomplish with your message, gather the information that will meet your audience’s needs. Next, select the right medium (oral, written, visual, or electronic) to deliver your message. Then organize the information by de�ining your main idea, limiting your scope, selecting the direct or indirect approach, and outlining your content. Planning messages is the focus of this chapter.

Step 2: Writing business messages. After you’ve planned your message, adapt to your audience with sensitivity, relationship skills, and an appropriate writing style. Then you’re ready to compose your message by choosing strong words, creating effective sentences, and developing coherent paragraphs. Writing business messages is discussed in Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) .

Figure 4.1 The Three-Step Writing Process

This three-step process will help you create more effective messages in any medium. As you get more practice with the process, it will become easier and more automatic.

Sources: Kevin J. Harty and John Keenan, Writing for Business and Industry: Process and Product (New York: Macmillan Publishing Company, 1987), 3–4; Richard Hatch, Business Writing (Chicago: Science Research Associates, 1983), 88–89; Richard Hatch, Business Communication Theory and Technique (Chicago: Science Research Associates, 1983), 74–75; Center for Humanities, Writing as a Process: A Step-by-Step Guide (Mount Kisco, N.Y.: Center for Humanities, 1987); Michael L. Keene, Effective Professional Writing (New York: D. C. Heath, 1987), 28–34.

Step 3: Completing business messages. After writing your �irst draft, revise your message by evaluating the content, reviewing readability, and editing and rewriting until your message comes across concisely and clearly, with correct grammar, proper punctuation, and effective format. Next, produce your message. Put it into the form that your audience will receive and review all design and layout decisions for an attractive, professional appearance. Proofread the �inal product to ensure high quality and then distribute your message. Completing business messages is discussed in Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) .

Throughout this book, you’ll learn how to apply these steps to a wide variety of business messages.

OPTIMIZING YOUR WRITING TIME

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The more you use the three-step writing process, the more intuitive and automatic it will become. You’ll also get better at allotting time for each task during a writing project. Start by �iguring out how much time you have to spend. Then, as a general rule, set aside roughly 50 percent of that time for planning, 25 percent for writing, and 25 percent for completing.

Reserving half your time for planning might seem excessive, but as the next section explains, careful planning usually saves time overall by focusing your writing and reducing rework. Of course, the ideal time allocation varies from project to project. Simpler and shorter messages require less planning than long reports, websites, and other complex projects. Also, the time required to produce and distribute messages can vary widely, depending on the media, the size of the audience, and other factors. However, start with the 50–25–25 split as a guideline, and use your best judgment for each project.

As a starting point, allot roughly half your available time for planning, one quarter for writing, and one quarter for completing a message.

PLANNING EFFECTIVELY As soon as the need to create a message appears, inexperienced communicators are often tempted to dive directly into writing. However, skipping or shortchanging the planning stage often creates extra work and stress later in the process. First, thoughtful planning is necessary to make sure you provide the right information in the right format to the right people. Taking the time to understand your audience members and their needs helps you �ind and assemble the facts they’re looking for and deliver that information in a concise and compelling way. Second, with careful planning, the writing stage is faster, easier, and a lot less stressful. Third, planning can save you from embarrassing blunders that could hurt your company or your career.

For everything beyond brief and simple messages, resist the urge to skip the planning step.

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2 LEARNING OBJECTIVE Explain why it’s important to analyze a communication situation in order to de�ine your purpose and pro�ile your audience before writing a message.

4.2 Analyzing the Situation Every communication effort takes place in a particular situation, meaning you have a speci�ic message to send to a speci�ic audience under a speci�ic set of circumstances. For example, describing your professional quali�ications in an email message to an executive in your own company differs signi�icantly from describing your quali�ications in your LinkedIn pro�ile. The email message is likely to be focused on one speci�ic goal, such as explaining why you would be a good choice to head up a major project, and you have the luxury of focusing on the needs of a single, personally identi�iable reader. In contrast, your social networking pro�ile could have multiple goals, such as connecting with your peers in other companies and presenting your quali�ications to potential employers, and it might be viewed by hundreds or thousands of readers, each with his or her own needs.

The underlying information for these two messages could be roughly the same, but the level of detail to include, the tone of the writing, the speci�ic word choices —these and other choices you need to make will differ from one situation to another. Making the right choices starts with de�ining your purpose clearly and understanding your audience’s needs.

DEFINING YOUR PURPOSE

Business messages have both a general purpose and a speci�ic purpose.

All business messages have a general purpose: to inform, to persuade, or to collaborate with the audience. This purpose helps de�ine the overall approach you’ll need to take, from gathering information to organizing your message. Within the scope of its general purpose, each message also has a speci�ic purpose (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term10) , which identi�ies what you hope to accomplish with your message and what your audience should do or think after receiving your message. For instance, is your goal simply to update your audience about some upcoming event, or do you want people to take immediate action? State your speci�ic purpose as precisely as possible, even to the point of identifying which audience members should respond, how they should respond, and when.

After de�ining your purpose, verify that the message will be worth the time and effort required to create, send, and receive it.

After you have de�ined your speci�ic purpose, take a moment for a reality check. Decide whether that purpose merits the time and effort required for you to prepare and send the message—and for your audience to spend the time required to read it, view it, or listen to it. Test your purpose by asking these four questions:

Will anything change as a result of your message? Don’t contribute to information overload by sending messages that won’t change anything. For instance, if you don’t like your company’s latest advertising campaign but you’re not in a position to in�luence it, sending a critical message to your colleagues won’t change anything and won’t bene�it anyone.

Is your purpose realistic? Recognizing whether a goal is realistic is an important part of having good business sense. For example, if you request a raise while the company is struggling, you might send the message that you’re not tuned into the situation around you.

Is the time right? People who are busy or distracted when they receive your message are less likely to pay attention to it. Many professions and departments have recurring cycles in their workloads, for instance, and messages sent during peak times may be ignored.

Is your purpose acceptable to your organization? Your company’s business objectives and policies, and even laws that apply to your particular industry, may dictate whether a particular purpose is acceptable.

When you are satis�ied that you have a clear and meaningful purpose and that this is a smart time to proceed, your next step is to understand the members of your audience and their needs.

DEVELOPING AN AUDIENCE PROFILE

Ask yourself some key questions about your audience:

Who are they?

How many people do you need to reach?

How much do they already know about the subject?

What is their probable reaction to your message?

If audience members have different levels of understanding of the topic, aim your message at the most in�luential decision makers.

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Before audience members will take the time to read or listen to your messages, they have to be interested in what you’re saying. They need to know the message is relevant to their needs—even if they don’t necessarily want to read or see it. The more you know about your audience members, their needs, and their expectations, the more effectively you’ll be able to communicate with them. Follow these steps to conduct a thorough audience analysis (see Figure 4.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec4#ch4�ig2) ):

Identify your primary audience. For some messages, certain audience members may be more important than others. Don’t ignore the needs of less in�luential members, but make sure you address the concerns of the key decision makers.

Determine audience size and geographic distribution. A message aimed at 10,000 people spread around the globe will probably require a different approach than one aimed at a dozen people down the hall.

Determine audience composition. Look for similarities and differences in culture, language, age, education, organizational rank and status, attitudes, experience, motivations, biases, beliefs, and any other factors that might affect the success of your message (see Figure 4.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec4#ch4�ig3) ).

Gauge audience members’ level of understanding. If audience members share your general background, they’ll probably understand your material without dif�iculty. If not, your message will need an element of education to help people understand your message.

Figure 4.2 Using Audience Analysis to Plan a Message

For simple, routine messages, you usually don’t need to analyze your audience in depth. However, for complex messages or messages for indifferent or hostile audiences, take the time to study their information needs and potential reactions to your message.

Source: Microsoft Of�ice 365 Microsoft Corporation.

Figure 4.3 Predicting the Effects of Audience Composition

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As just one example of why it’s important to analyze the composition of your audience, the attitudes and beliefs of individual audience members can have a signi�icant impact on the success of a message. In this scenario, for instance, a seemingly positive message about employee bene�its can generate a wide range of responses from employees with different beliefs and concerns.

REAL-TIME UPDATES

LEARN MORE BY READING THIS PDF

Dig deep into audience needs with this planning tool

This in-depth audience analysis tool can help you analyze audiences for even the most complex communication scenarios. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Understand audience expectations and preferences.

For example, will members of your audience expect complete details or just a summary of the main points? In general, for internal communication, the higher up the organization your message goes, the fewer details people want to see.

Forecast probable audience reaction. As you’ll read later in the chapter, potential audience reaction affects message organization. If you expect a favorable response, you can state conclusions and recommendations up front and offer minimal supporting evidence. If you expect skepticism, you can introduce conclusions gradually and with more proof.

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3 LEARNING OBJECTIVE Discuss information-gathering options for simple messages, and identify three attributes of quality information.

4.3 Gathering Information When you have a clear picture of your audience, your next step is to assemble the information to include in your message. For simple messages, you may already have all the information at hand, but for more complex messages, you may need to do considerable research and analysis before you’re ready to begin writing. Chapter 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13) explores formal techniques for �inding, evaluating, and processing information, but you can often use a variety of informal techniques to gather insights and guide your research efforts:

If a project doesn’t require formal research techniques, or you need answers in a hurry, you can use a variety of informal techniques to gather the information your audience needs.

MOBILE APPS

The note-taking apps Evernote and Notebook help you collect, organize, and retrieve the information for planning writing projects.

Consider the audience’s perspective. Put yourself in the audience’s position. What are these people thinking, feeling, or planning? What information do they need in order to move forward? If you are initiating a conversation in a social media context, what information will stimulate discussion in your target communities?

Listen to the community. For almost any subject related to business these days, chances are there is a community of customers, product enthusiasts, or other people who engage in online discussions. Find them and listen to what they have to say.

Read reports and other company documents. Annual reports, �inancial statements, news releases, blogs by industry experts, marketing reports, and customer surveys are just a few of the many potential sources. Find out whether your company has a knowledge management system, a centralized database that collects the experiences and insights of employees throughout the organization.

Talk with supervisors, colleagues, or customers. Fellow workers and customers may have information you need, or they may have good insights into the needs of your target audience.

Ask your audience for input. If you’re unsure what audience members need from your message, ask them, if at all possible. Admitting you don’t know but want to meet their needs will impress an audience more than guessing and getting it wrong.

UNCOVERING AUDIENCE NEEDS

Audience members might not be able to describe all the information they need, or you might not have the opportunity to ask them, so you may have to engage in some detective work.

In many situations, your audience’s information needs will be obvious, or readers will be able to tell you what they need. In other situations, though, people may be unable to articulate exactly what they want. If someone makes a vague or broad request, ask questions to narrow the focus. If your boss says, “Find out everything you can about Interscope Records,” narrow the investigation by asking which aspect of the company and its business is most important. Asking a question or two often forces the person to think through the request and de�ine more precisely what is required.

In addition, try to think of relevant information needs that your audience may not have expressed. Suppose you’ve been asked to compare two health insurance plans for your �irm’s employees, but your research has uncovered a third alternative that might be even better. You could then expand your report to include a brief explanation of why the third plan should be considered and compare it to the two original plans. Use judgment, however; in some situations you need to provide only what the audience expects and nothing more.

FINDING YOUR FOCUS You may encounter situations in which the assignment or objective is so vague that you have no idea how to get started in determining what the audience needs to know. In such cases, you can use some discovery techniques to help generate ideas and uncover possible avenues to research. One popular technique is free writing (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term2) , in which you write whatever comes to mind, without stopping to make any corrections, for a set period of time. The big advantage of free writing is that you silence your “inner critic” and just express ideas as they come to you. You might end up with a rambling mess by any conventional measure, but that’s not important. Within that tangle of expressions, you might also �ind some useful ideas and angles that hadn’t occurred to you yet—perhaps the crucial idea that will jumpstart the entire project.

The best discovery option in some cases might not be writing at all, but rather sketching. If you’re unable to come up with any words, grab a sketchpad and start drawing. While you’re thinking visually, your brain might release some great ideas that were trapped behind words.

The techniques listed under “De�ining Your Main Idea” on page 106 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#page_106) can also be helpful if you don’t know where to start.

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Use free writing and other discovery techniques if you need to �ind the focus of a new writing project.

PROVIDING REQUIRED INFORMATION After you have de�ined your audience’s information needs, your next step is to satisfy those needs completely. One good way to test the thoroughness of your message is to use the journalistic approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term5) : Check to see whether your message answers who, what, when, where, why, and how. Using this method, you can quickly tell whether a message fails to deliver. For example, consider this message requesting information from employees:

The journalistic approach asks who, what, when, where, why, and how.

We are exploring ways to reduce our of�ice space leasing costs and would like your input on a proposed plan in which employees who telecommute on alternate days could share of�ices. Please let me know what you think of this proposal.

The message fails to tell employees everything they need to know in order to provide meaningful responses. The what could be improved by identifying the speci�ic information points the writer needs from employees (such as whether individual telecommuting patterns are predictable enough to allow scheduling of shared of�ices). The writer also doesn’t specify when the responses are needed or how the employees should respond. By failing to address such points, the request is likely to generate a variety of responses, some possibly helpful but some probably not.

Be Sure the Information Is Accurate

The quality of the information you provide is every bit as important as the quantity. Inaccurate information in business messages can cause a host of problems, from embarrassment and lost productivity to serious safety and legal issues. You may commit the organization to promises it can’t keep—and the error could harm your reputation as a reliable businessperson. Thanks to the Internet, inaccurate information may persist for years after you distribute it.

You can minimize mistakes by double-checking every piece of information you collect. If you are consulting sources outside the organization, ask yourself whether the information is current and reliable. As Chapter 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13) notes, you must be particularly careful when using sources you �ind online. Be sure to review any mathematical or �inancial calculations. Check all dates and schedules and examine your own assumptions and conclusions to be certain they are valid.

You have a responsibility to provide quality information to your readers.

Be Sure the Information Is Ethical

By working hard to ensure the accuracy of the information you gather, you’ll also avoid many ethical problems in your messages. If you do make an honest mistake, such as delivering information you initially thought to be true but later found to be false, contact the recipients of the message immediately and correct the error. No one can reasonably fault you in such circumstances, and people will respect your honesty.

Messages can also be unethical if important information is omitted (see “Ethics Detective: Solving the Case of the Missing Safety Warning”). Of course, as a business professional, you may have legal or other sound business reasons for not including every detail about every matter. Just how much detail should you include? Make sure you include enough to avoid misleading your audience. If you’re unsure how much information your audience needs, offer as much as you believe best �its your de�inition of complete and then offer to provide more upon request.

Omitting important information can be an unethical decision.

Be Sure the Information Is Pertinent

Select the information you include based on how pertinent it is to your readers.

When gathering information for your message, remember that some points will be more important to your audience than others. Audience members will appreciate your efforts to prioritize the information they need and �ilter out the information they don’t. Moreover, by focusing on the information that concerns your audience the most, you increase your chances of accomplishing your own communication goals.

If you don’t know your audience or if you’re communicating with a large group of people who have diverse interests, use common sense to identify points of interest. Audience factors such as age, job, location, income, and education can give you clues. If you’re trying to sell memberships in a health club, you might adjust your message for athletes, busy professionals, families, and people in different locations or in different income brackets. The comprehensive facilities and professional trainers would appeal to athletes, whereas the low monthly rates would appeal to college students on tight budgets.

Some messages necessarily reach audiences with a diverse mix of educational levels, subject awareness, and other variables. If possible, provide each audience segment with its own targeted information, such as by using sections in a brochure or links on a webpage.

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ETHICS DETECTIVE

Solving the Case of the Missing Safety Warning

Your company, Furniture Formations, creates a variety of home furniture products, with extensive use of �ine woods. To preserve the look and feel of the wood, your craftspeople use a linseed oil–based �inish that you purchase from a local wholesaler. The workers apply the �inish with rags, which are thrown away after each project. After a news report about spontaneous combustion of waste rags occurring in other furniture shops, you grow concerned enough to contact the wholesaler and ask for veri�ication of the product’s safety. The wholesaler knows you’ve been considering a non�lammable, water-based alternative from another source but tries to assure you with the following message:

Seal the rags in an approved container and dispose of it according to local regulations. As you probably already know, county regulations require all commercial users of oil-based materials to dispose of leftover �inishes at the county’s hazardous waste facility.

You’re still not satis�ied. You visit the website of the oil’s manufacturer and �ind the following cautionary statement about the product you’re currently using:

Finishes that contain linseed oil or tung oil require speci�ic safety precautions to minimize the risk of �ire. Oil-soaked rags and other materials such as steel wool must be sealed in water-�illed metal containers and then disposed of in accordance with local waste management regulations. Failure to do so can lead to spontaneous combustion that results from the heat-producing chemical reaction that takes place as the �inish dries. In particular, DO NOT leave wet, oil-soaked rags in a pile or discard them with other waste.

ANALYSIS

Was the wholesaler guilty of an ethical lapse in this case? If yes, explain what you think the lapse is and why you believe it is unethical. If no, explain why you think the statement quali�ies as ethical.

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4 LEARNING OBJECTIVE List the factors to consider when choosing the most appropriate medium for a message.

4.4 Selecting the Best Combination of Media and Channels With the necessary information in hand, your next decision involves the best combination of media and channels to reach your target audience. As you recall from Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) , the medium is the form a message takes and the channel is the system used to deliver the message. The distinction between the two isn’t always crystal clear, and some people use the terms in different ways, but these de�initions are a useful way to think about the possibilities for business communication.

Most media can be distributed through more than one channel, so whenever you have a choice, think through your options to select the optimum combination. For example, a brief written message could be distributed as a printed letter or memo, or it could be distributed through a variety of digital channels, from email to blogging to social networking.

THE MOST COMMON MEDIA AND CHANNEL OPTIONS The simplest way to categorize media choices is to divide them into oral (spoken), written, and visual. Each of these media can be delivered through digital and nondigital channels, which creates six basic combinations, discussed in the following sections. Table 4.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec14#ch4tab1) on the next page summarizes the general advantages and disadvantages of the six medium/channel combinations. Speci�ic options within these categories have their own strengths and weaknesses to consider as well.

Media can be divided into oral, written, and visual forms, and all three can be distributed through digital and nondigital channels.

Oral Medium, In-Person Channel

The oral medium, in-person combo involves talking with people who are in the same location, whether it’s a one-on-one conversation over lunch or a more formal speech or presentation. Being in the same physical space is a key distinction because it enables the nuances of nonverbal communication more than any other media-channel combo. As Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) points out, these nonverbal signals can carry as much weight in the conversation as the words being spoken.

By giving people the ability to see, hear, and react to each other, in-person communication is useful for encouraging people to ask questions, make comments, and work together to reach a consensus or decision. Face-to-face interaction is particularly helpful in complex, emotionally charged situations in which establishing or fostering a business relationship is important.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note2) Managers who engage in frequent “walk-arounds,” chatting with employees face-to-face, can get input, answer questions, and interpret important business events and trends.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note3)

The nonverbal and interactive aspects of in-person communication are dif�icult to replicate in most other media/channel combinations.

Oral Medium, Digital Channel

Oral media via digital channels include any transmission of voice via electronic means, both live and recorded, including telephone calls, podcasts, and voicemail messages. Live phone conversations offer the give-and-take of in-person conversations and can be the best alternative to talking in person. However, without a video component, they can’t provide the nuances of nonverbal communication. Podcasts can be a good way to share lectures, commentary, and other spoken content. You can read about podcasting in Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) .

Written Medium, Print Channel

Written, printed documents are the classic format of business communication. Memos (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term8) are brief printed documents traditionally used for the routine, day-to- day exchange of information within an organization. Letters (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term6) are brief written messages sent to customers and other recipients outside the organization. Reports and proposals are usually longer than memos and letters, although both can be created in memo or letter format. These documents come in a variety of lengths, ranging from a few pages to several hundred, and are usually fairly formal in tone.

While still a useful format, printed documents have been replaced by digital alternatives in many instances. However, here are several situations in which you should consider a printed message over electronic alternatives:

When you want to make a formal impression

When you are legally required to provide information in printed form

Digital media/channel formats have replaced printed documents in many instances, but print is still the best choice for some messages and situations.

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TABLE 4.1 Medium/Channel Combinations: Advantages and Disadvantages Medium/ChannelAdvantages Disadvantages

Oral, In-person Provide opportunity for immediate feedback

Easily resolve misunderstandings and negotiate meanings

Involve rich nonverbal cues (both physical gesture and vocal in�lection)

Allow you to express the emotion behind your message

Restrict participation to those physically present

Unless recorded, provide no permanent, veri�iable record of the communication

Reduce communicator’s control over the message

Oral, Digital Can provide opportunity for immediate feedback (live phone or online conversations)

Not restricted to participants in the same location

Allow time-shifted consumption (e.g., podcasts)

Lack nonverbal cues other than voice in�lections

Can be tedious to listen to if not audience focused (recorded messages)

Written, Printed Allow writers to plan and control their messages

Can reach geographically dispersed audiences

Offer a permanent, veri�iable record

Minimize the distortion that can accompany oral messages

Can be used to avoid immediate interactions

Deemphasize any inappropriate emotional components

Give recipients time to process messages before responding (compared to oral communication)

Offer limited opportunities for timely feedback

Lack the rich nonverbal cues provided by oral media

Often take more time and more resources to create and distribute

Can require special skills in preparation and production if document is elaborate

Written, Digital Generally, all the advantages of written printed documents plus:

Fast delivery

Can reach geographically dispersed audiences

Flexibility of multiple formats and channels, from microblogs to wikis

Flexibility to structure messages in creative ways, such as writing a headline on Twitter and linking to the full message on a blog

Ability to link to related and more in-depth information

Can increase accessibility and openness in an organization through broader sharing

Enable audience interaction through social media features Ease of integrating with other media types, such as embedded videos or photos

Can be limited in terms of reach and capability (e.g., on Twitter you can reach only those people who follow you or search for you)

Require Internet or mobile phone connectivity

Vulnerable to security and privacy problems

Are easy to overuse (sending too many messages to too many recipients)

Create privacy risks and concerns (exposing con�idential data; employer monitoring; accidental forwarding)

Entail security risks (viruses, spyware; network breaches)

Create productivity concerns (frequent interruptions; nonbusiness usage)

Visual, Printed Can convey complex ideas and relationships quickly

Often less intimidating than long blocks of text

Can reduce the burden on the audience to �igure out how the pieces of a message or concept �it

Can be easy to create in spreadsheets and other software (simple charts and graphs), then integrate with reports

Can require artistic skills to design

Require some technical skills to create

Can require more time to create than equivalent amount of text

Can be expensive to print

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Medium/ChannelAdvantages Disadvantages

Visual, Digital

Generally, all the advantages of visual printed documents and all the advantages of written digital formats plus:

Can personalize and enhance the experience for audience members

Offer the persuasive power of multimedia formats, particularly video

Potential time, cost, and skills needed to create

Can require large amounts of bandwidth

When you want to stand out from the �lood of electronic messages

When you need a permanent, unchangeable, or secure record

Obviously, if you can’t reach a particular audience electronically, you’ll need to use a printed message. Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) offers guidelines on formatting printed memos and letters.

Written Medium, Digital Channel

Most of your business communication efforts will involve the combination of written medium and digital channel.

Most of your business communication efforts will involve written digital messages, with everything from 140-character tweets to website content to book-length reports distributed as portable document format (PDF) �iles (see Figure 4.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec14#ch4�ig4) ). Business uses of written, digital messages keeps involving as companies look for ways to communicate more effectively. For example, email has been a primary business medium for the past decade or two, but it is being replaced in many cases by a variety of other digital formats.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note4) Chapters 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) and 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) take a closer look at various written-digital combinations, from email to IM to social networks.

Figure 4.4 Media and Channel Choices: Written + Digital

The online video game magazine GamesRadar.com (http://GamesRadar.com) uses Twitter as a platform for announcing new articles. These tweets are written as teasers (see page 178 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec1#page_178) ) to entice readers to click through to full articles on the GamesRadar.com (http://GamesRadar.com) website.

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Source: Screenshot of Games Radar Twitter account, Author: Future US, Inc.

Visual Medium, Print Channel

Photographs and diagrams can be effective communication tools for conveying emotional content, spatial relationships, technical processes, and other content than can be dif�icult to describe using words alone. You may occasionally create visual, printed message as standalone items, but most will be used as supporting material in printed documents.

Visual Medium, Digital Channel

Business messages can really come alive when conveyed by visual media in digital channels. Infographics, interactive diagrams, animation, and digital video have the potential to engage audiences in ways that other formats can’t, which is why the use of visual elements in business communication continues to grow.

The combination of the visual medium and a digital channel can be the most compelling and engaging choice for many messages, although it is not always the easiest or cheapest format.

Traditional business messages rely primarily on text, with occasional support from graphics such as charts, graphs, or diagrams to help illustrate points discussed in the text. However, many business communicators are discovering the power of messages in which the visual element is dominant and supported by small amounts of text. For the purposes of this discussion, you can think of visual media as formats in which one or more visual elements play a central role in conveying the message content.

Messages that combine powerful visuals with supporting text can be effective for a number of reasons. Today’s audiences are pressed for time and bombarded with messages, so anything that communicates quickly is welcome. Visuals are also effective at describing complex ideas and processes because they can reduce the work required for an audience to identify the parts and relationships that make up the whole. Also, in a multilingual business world, diagrams, symbols, and other images can lower communication barriers by requiring less language processing. Finally, visual images can be easier to remember than purely textual descriptions or explanations. Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) offers tips on using visual-digital combinations.

The mobile digital channel has become signi�icant in business communication of all types, but it presents some challenges that must be considered.

The Unique Challenges of Communication on Mobile Devices

Mobile devices can be used to create and consume virtually every digital form of oral, written, and visual media. Thanks to the combination of portability and the �lexibility enabled by a wide array of business-focused apps, mobile devices have become a primary tool in business communication. In addition to the factors discussed on pages 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec16#page_16) –18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec16#page_18) in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) , consider these issues whenever your messages are likely to be viewed on mobile devices:

Screen size and resolution. The screen resolution of phones and tablets has improved considerably in recent years, but the limited size of these screens still presents a challenge simply because many messages are signi�icantly larger than the screens they will be viewed on. The result is a dilemma that pits clarity again context. Readers can zoom in to make text readable and visuals understandable, but particularly on phone screens, the inability to see an entire document page or visual at once can limit a reader’s ability to grasp its full meaning. This can be particularly troublesome if you are collaborating on writing or presentation projects and team members need to review documents or slides.

Input technologies. Even for accomplished texters, typing on mobile keyboards can be a challenge. Voice recognition is one way around the keyboard limitation, but anyone using it in public areas or shared of�ices runs the risk of sharing private message content and annoying anyone within earshot. In addition, even with a stylus, selecting items on a touchscreen can be more dif�icult than doing so on a PC screen using a mouse. If your website content or other messages and materials require a signi�icant amount of input activity from recipients, try to make it as easy as possible for them. Even simple steps such as increasing the size of buttons and text-entry �ields can help.

Bandwidth, speed, and connectivity limitations. The speed and quality of mobile connectivity varies widely by device, carrier, service plan, and geographic location. Even users with higher bandwidth service don’t always enjoy the advertised transfer speeds they are paying for. Moreover, mobile users can lose connectivity while traveling, passing through network “dead spots,” or during peak-demand hours or events (trade shows and conventions are notorious for this). Don’t assume that your mobile recipients will be able to satisfactorily consume the content that you might be creating on a fast, reliable, in-of�ice network.

Data usage and operational costs. As the amount of video traf�ic in particular increases (video requires much higher bandwidth than text or audio), data consumption is becoming a key concern for mobile carriers and customers alike. Many mobile users do not have unlimited data-usage plans and have to manage their data consumption carefully to avoid excess fees. Some carriers offer unlimited data plans, but even those can come with restrictions such as bandwidth throttling that reduces the speed of a user’s connection.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note5) Given these factors, be careful about expecting or requiring mobile users to consume a lot of video or other data-intensive content.

Media vary widely in terms of richness, which encompasses the number of information cues, feedback mechanisms, and opportunities for personalization.

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FACTORS TO CONSIDER WHEN CHOOSING MEDIA AND CHANNELS You don’t always have the option of choosing which medium or channel to use for a particular message. For example, many companies have internal instant messaging (IM) or social networking systems that you are expected to use for certain types of communication, such as project updates. However, when you do have a choice, consider these factors:

Richness. Richness is a medium’s ability to (1) convey a message through more than one informational cue (visual, verbal, vocal), (2) facilitate feedback, and (3) establish personal focus. The richest medium is face-to-face communication; it’s personal, it provides immediate feedback (verbal and nonverbal), and it conveys the emotion behind a message.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note6) At the other extreme are the leanest media, such as texting and IM—those that communicate in the simplest ways, provide no opportunity for audience feedback, and aren’t personalized. In general, use richer media to send nonroutine or complex messages, to humanize your presence throughout the organization, to communicate caring to employees, and to gain employee commitment to company goals. Use leaner media to send routine messages or to transfer information that doesn’t require signi�icant explanation.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note7)

Formality. Your media choice is a nonverbal signal that affects the style and tone of your message. For example, a printed memo or letter is likely to be perceived as a more formal gesture than an IM or email message.

Media and channel limitations. Every medium and channel has limitations. For instance, IM is perfect for communicating simple, straightforward messages between two people, but it is less effective for complex messages or conversations that involve three or more people.

Urgency. Some media establish a connection with the audience faster than others, so choose wisely if your message is urgent. However, be sure to respect audience members’ time and workloads. If a message isn’t urgent and doesn’t require immediate feedback, choose a medium such as email or blogging that allows people to respond at their convenience.

Many types of media/channel combinations offer instantaneous delivery, but take care not to interrupt people unnecessarily (e.g., with IM or phone calls) if you don’t need an immediate answer.

Cost. Cost is both a real �inancial factor and a perceived nonverbal signal. For example, depending on the context, extravagant (and expensive) video or multimedia presentations can send a nonverbal signal of sophistication and professionalism—or careless disregard for company budgets.

Remember that media and channel choices can also send a nonverbal signal regarding costs; make sure your choices are �inancially appropriate.

When choosing media and channels, don’t forget to consider your audience’s expectations and preferences.

Audience preferences. If you know that your audience prefers a particular media and channel combination, use that format if it works well for the message and the situation. Otherwise you risk annoying the audience or having your message missed or ignored.

Security and privacy. Your company may have restrictions on the media and channels that can be used for certain types of messages, but even if it doesn’t think carefully whenever your messages include sensitive information. Never assume that your email, IM, and other digital communications are private. Many companies monitor these channels, and there is always the risk that networks could get hacked or that messages will be forwarded beyond their original recipients.

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5 LEARNING OBJECTIVE Explain why good organization is important to both you and your audience, and list the tasks involved in organizing a message.

4.5 Organizing Your Information Organization can make the difference between success and failure. Good organization helps your readers or listeners in three key ways. First, it helps them understand your message. In a well-organized message, you make the main point clear at the outset, present additional points to support that main idea, and satisfy all the information needs of the audience. But if your message is poorly organized, your meaning can be obscured, and your audiences may form inaccurate conclusions about what you’ve written or said.

Second, good organization helps receivers accept your message. If your writing appears confused and disorganized, people will likely conclude that the thinking behind the writing is also confused and disorganized. Moreover, effective messages often require a bit more than simple, clear logic. A diplomatic approach helps receivers accept your message, even if it’s not exactly what they want to hear. In contrast, a poorly organized message on an emotionally charged topic can alienate the audience before you have the chance to get your point across.

Good organization bene�its your audiences by helping them understand and accept your message in less time.

Good organization helps you by reducing the time and creative energy needed to create effective messages.

Third, good organization saves your audience time. Well-organized messages are ef�icient. They contain only relevant ideas, and they are brief. Moreover, each piece of information is located in a logical place in the overall �low; each section builds on the one before to create a coherent whole, without forcing people to look for missing pieces.

In addition to saving time and energy for your readers, good organization saves you time and consumes less of your creative energy. Writing moves more quickly because you don’t waste time putting ideas in the wrong places or composing material that you don’t need. You spend far less time rewriting, trying to extract sensible meaning from disorganized rambling. Last but far from least, organizational skills are good for your career because they help you develop a reputation as a clear thinker who cares about your readers.

REAL-TIME UPDATES

LEARN MORE BY VIEWING THIS PRESENTATION

Smart advice for brainstorming sessions

Generate better ideas in less time with these helpful tips. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Business Communicators Innovating with Mobile As the third major revolution in business communication in the past two decades (after the World Wide Web and social media), mobile communication has the potential to change nearly every aspect of business communication. Here is a small sample of the ways companies are putting mobile to work.

Training In the face of changing markets, government regulations, and other forces in the business environment, developing and maintaining employee skill sets is an ongoing challenge for most companies. The challenge is made even more dif�icult when employees are constantly on the move or geographically dispersed. With training materials developed speci�ically for mobile devices, companies can deliver training content when and where it helps employees the most.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note8)

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Distributed Decision Making A complementary aspect to managing remote workers via mobile apps is giving employees the authority to make decisions in the �ield, rather than relying on managers back in the of�ice. In the oil and gas industry, for instance, specialized mobile apps include tools for data visualization, collaboration, and data collection to help on-site employees and supervisors communicate and coordinate their efforts. This capability can be particularly vital after accidents or other crisis events, because it lets employees who are on the scene choose the best course of action without delay.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note9)

Mobile Glossary

In addition to terms de�ined elsewhere in the book, here are some helpful mobile terms.

3G, 4G, and 5G

Successive generations of mobile phone technology, although the generational boundaries are loosely de�ined and each generation includes a number of competing technologies; roughly speaking, we’re in a transition from 3G to 4G now, and 5G (whatever it ends up being) won’t arrive for at least several more years.

Android and iOS

The two major operating systems/platforms for mobile devices. Android devices are made by a wide variety of manufacturers, but iOS devices are made only by Apple.

Bandwidth

A measure of the data-carrying capacity of a mobile, Wi-Fi, or other network connection; streaming video and other demanding applications require a broadband connection, but there’s no general agreement on exactly what constitutes broadband.

Cellular Versus Mobile

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Two terms for the same concept; cellular (derived from the way phone networks are con�igured) is used mainly in the United States, whereas mobile is used more generally around the world and is also more descriptive, so that’s the term used in this book.

Remote Workforce Management

Dispersed workforces also present a variety of supervision and management dif�iculties. Mobile workforce management apps can address many of these problems, from basic functions such as ensuring that workers show up on time at remote job sites to rescheduling customer appointments on the �ly to collecting information to share with technical support staff. Sales managers can give just-in-time coaching and encouragement to representatives who are about to call on potential customers. Some systems can even embed information on best practices from experienced workers and deliver virtual coaching to less-experienced workers in the �ield.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note10)

Recruiting

With a target population that is often on the move, companies are responding by integrating mobile into their recruiting processes. These efforts include mobile-friendly job postings, mobile application and recruiting apps, and interviewing systems that let candidates and recruiters connect using their mobile devices.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note11)

Project Management

Work teams are often dispersed over wide geographic ranges and frequently on the move, so mobile communication is an essential element of contemporary project management. Instant access to task status and other vital information helps project managers stay on top of rapidly moving projects and helps team members communicate ef�iciently.

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Context Awareness

A mobile device’s ability to modify its operation based on knowledge of where it is; silencing the ringer when you arrive at your of�ice is a simple example.

Geofencing

Using the location-sensing capabilities of mobile devices to remotely monitor and control the device and its user; delivery companies, for example, can monitor where their drivers are and make sure they stay within designated areas.

Over-the-Top (OTT) Application

A digital service that bypasses a traditional distribution network to provide similar capability, often by using cloud capabilities; an example is WhatsApp using Internet connections to create services traditionally provided by mobile phone carriers.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note12)

Phablet

A rather ungainly name for mobile devices that are larger than phones but smaller than tablets.

Quick Response (QR) Codes and Near-Field Communication (NFC)

Two ways for a mobile device to access additional information; QR codes are square, phone-scannable barcodes that connect the phone to a website; NFC is a short-distance radio technology that enables a data link between a phone and tags that can be attached to products or other locations.

The topic is the broad subject; the main idea makes a statement about the topic.

DEFINING YOUR MAIN IDEA The topic (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term11) of your message is the overall subject, and your main idea (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term7) is a speci�ic statement about that topic (see Table 4.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4tab2) ). For example, if you believe that the current system of using paper forms for �iling employee insurance claims is expensive and slow, you might craft a message in which the topic is employee insurance claims and the main idea is that a new web-based system would reduce costs for the company and reduce reimbursement delays for employees.

In longer documents and presentations, you often need to unify a mass of material with a main idea that encompasses all the individual points you want to make. Finding a common thread through all these points can be a challenge. Sometimes you won’t even be sure what your main idea is until you sort through the information. For tough assignments like these, consider a variety of techniques to generate creative ideas:

Brainstorming. Working alone or with others, generate as many ideas and questions as you can, without stopping to criticize or organize. After you capture all these pieces, look for patterns and connections to help identify the main idea and the groups of supporting ideas. For example, if your main idea concerns whether to open a new restaurant in Denver, you’ll probably �ind a group of ideas related to �inancial return, another related to competition, and so on. Identifying such groups helps you see the major issues that will lead you to a conclusion you can feel con�ident about.

Journalistic approach. The journalistic approach (see page 97 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec7#page_97) ) asks who, what, when, where, why, and how questions to distill major ideas from unorganized information.

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Question-and-answer chain. Start with a key question, from the audience’s perspective, and work back toward your message. In most cases, you’ll �ind that each answer generates new questions until you identify the information that needs to be in your message.

Storyteller’s tour. Some writers �ind it best to talk through a communication challenge before they try to write. Record yourself as you describe what you intend to write. Then listen to the playback, identify ways to tighten and clarify the message, and repeat the process until you distill the main idea down to a single concise message.

Mind mapping. You can generate and organize ideas using a graphic method called mind mapping. Start with a main idea and then branch out to connect every other related idea that comes to mind. You can �ind a number of free mind-mapping tools online.

MOBILE APPS

With Mindjet Maps, you can quickly build mind maps to brainstorm a writing project, using text boxes, photos, and more.

Limit the scope of your message so that you can convey your main idea as brie�ly as possible.

LIMITING YOUR SCOPE The scope (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term9) of your message is the range of information you present, the overall length, and the level of detail—all of which need to correspond to your main idea. The length of some business messages has a preset limit, whether from a boss’s instructions, the technology you’re using, or a time frame such as individual speaker slots during a seminar. Even if you don’t have a preset length, it’s vital to limit yourself to the scope needed to convey your main idea—and no more.

TABLE 4.2 De�ining Topic and Main Idea General Purpose (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term3)

Example of Speci�ic Purpose

Example of Topic Example of Main Idea

To inform Teach customer service representatives how to edit and expand the technical support wiki

Technical support wiki

Careful, thorough edits and additions to the wiki help the entire department provide better customer support.

To persuade Convince top managers to increase spending on research and development

Funding for research and development

Competitors spend more than we do on research and development, enabling them to create more innovative products.

To collaborate

Solicit ideas for a companywide incentive system that ties wages to pro�its

Incentive pay

Tying wages to pro�its motivates employees and reduces compensation costs in tough years.

Whatever the length of your message, limit the number of major supporting points to half a dozen or so—and if you can get your idea across with fewer points, all the better. Listing 20 or 30 supporting points might feel as though you’re being thorough, but your audience is likely to view such detail as rambling and mind numbing. Instead, group your supporting points under major headings, such as �inance, customers, competitors, employees, or whatever is appropriate for your subject. Look for ways to combine your supporting points so that you have a smaller number with greater impact.

The ideal length of a message depends on your topic, your audience members’ familiarity with the material, their receptivity to your conclusions, and your credibility. You’ll need fewer words to present routine information to a knowledgeable audience that already knows and respects you. You’ll need more words to build a consensus about a complex and controversial subject, especially if the members of your audience are skeptical or hostile strangers.

CHOOSING BETWEEN DIRECT AND INDIRECT APPROACHES After you’ve de�ined your main idea and supporting points, you’re ready to decide on the sequence you will use to present your information. You have two basic options:

The direct approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term1) starts with the main idea (such as a recommendation, a conclusion, or a request) and follows that with supporting evidence.

The indirect approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4term4) starts with the evidence and builds up to the main idea.

To choose between these two alternatives, analyze your audience’s likely reaction to your purpose and message (see Figure 4.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4�ig5) ). Bear in mind, however, that Figure 4.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4�ig5) presents only general guidelines; always consider the unique circumstances of each message and audience situation. The following sections offer more insight on choosing the best approach for routine and positive messages, negative messages, and persuasive messages.

The type of message also in�luences the choice of the direct or indirect approach. In the coming chapters, you’ll get speci�ic advice on choosing the best approach for a variety of communication challenges.

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With the direct approach, you open with the main idea of your message and support it with reasoning, evidence, and examples.

With the indirect approach, you withhold the main idea until you have built up to it logically and persuasively with reasoning, evidence, and examples.

Figure 4.5 Choosing Between the Direct and Indirect Approaches

Think about the way your audience is likely to respond before choosing your approach.

OUTLINING YOUR CONTENT

Outlining saves time and helps you create more effective messages.

MOBILE APPS

Outliner is one of several apps that make it easy to create and modify writing outlines.

After you have chosen the best approach, it’s time to �igure out the most logical and effective way to present your major points and supporting details. Get into the habit of creating outlines when you’re preparing business messages. You’ll save time, get better results, and do a better job of navigating through complicated business situations. Even if you’re just jotting down three or four key points, making an outline will help you organize your thoughts for faster writing. When you’re preparing a longer, more complex message, an outline is indispensable because it helps you visualize the relationships among the various parts.

You’re no doubt familiar with the basic outline formats that identify each point with a number or letter and that indent certain points to show which ones are of equal status. A good outline divides a topic into at least two parts, restricts each subdivision to one category, and ensures that each subdivision is separate and distinct (see Figure 4.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4�ig6) ).

Another way to visualize the outline of your message is to create an organization chart similar to the charts used to show a company’s management structure. Put the main idea in the highest-level box to establish the big picture. The lower-level ideas, like lower-level employees, provide the details. All the ideas should be logically organized into divisions of thought, just as a company is organized into divisions and departments.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note13) Using a visual chart instead of a traditional outline has many bene�its. Charts help you (1) see the various levels of ideas and how the parts �it together, (2) develop new ideas, and (3) restructure your information �low. The mind-mapping technique used to generate ideas works in a similar way.

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Whichever outlining or organizing scheme you use, start your message with the main idea, follow that with major supporting points, and then illustrate these points with evidence.

REAL-TIME UPDATES

LEARN MORE BY VIEWING THIS PRESENTATION

Get helpful tips on creating an outline for any project

Learn these proven steps for creating robust, practical outlines. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

The main idea establishes what you want your readers to do or think and why they should do so.

Start with the Main Idea

The main idea helps you establish the goals and general strategy of the message, and it summarizes two vital considerations: (1) what you want your audience members to do or think and (2) why they should do so. Everything in your message should either support the main idea or explain its implications. As discussed earlier, the direct approach states the main idea quickly and directly, whereas the indirect approach delays the main idea until after the evidence is presented.

Figure 4.6 Structuring an Outline

No matter what outlining format you use, think through your major supporting points and the examples and evidence that can support each point.

State the Major Points

You need to support your main idea with major points that clarify and explain the main idea in concrete terms. If your purpose is to inform and the material is factual, your major points may be based on something physical or �inancial—something you can visualize or measure, such as activities to be performed, functional units, spatial or chronological relationships, or parts of a whole. When you’re describing a process, the major points are almost inevitably steps in the process. When you’re describing an object, the major points often correspond to the parts of the object. When you’re giving a historical account, major points represent events in the chronological chain of events. If your purpose is to persuade or to collaborate, select major points that develop a line of reasoning or a logical argument that proves your central message and motivates your audience to act.

Choose supporting points, evidence, and examples carefully; a few strong points will make your case better than a large collection of weaker points.

Provide Examples and Evidence

After you’ve de�ined the main idea and identi�ied major supporting points, think about examples and evidence that can con�irm, illuminate, or expand on your supporting points. Choose examples and evidence carefully so that these elements support your overall message without distracting or overwhelming your audience. One good example, particularly if it is conveyed through a compelling story (see the next section), is usually more powerful than several weaker

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examples. Similarly, a few strong points of evidence are usually more persuasive than a large collection of minor details. Keep in mind that you can back up your major supporting points in a variety of ways, depending on the subject material and the available examples and evidence (see Table 4.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4tab3) ).

If your schedule permits, put your outline aside for a day or two before you begin composing your �irst draft. Then review it with a fresh eye, looking for opportunities to improve the �low of ideas.

Figure 4.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4�ig7) on the next page illustrates several of the key themes about organizing a message: helping readers get the information they need quickly, de�ining and conveying the main idea, limiting the scope of the message, choosing the approach, and outlining your information.

TABLE 4.3 Six Types of Detail Type of Detail Example Comment

Facts and �igures

Sales are strong this month. We have two new contracts worth $5 million and a good chance of winning another worth $2.5 million.

Enhances credibility more than any other type, but can become boring if used excessively.

Example or illustration

We’ve spent four months trying to hire recent accounting graduates, but so far, only one person has joined our �irm. One candidate told me that she would love to work for us, but she can get $10,000 more a year elsewhere.

Adds life to a message, but one example does not prove a point. Idea must be supported by other evidence as well.

Description Upscale hamburger restaurants target burger lovers who want more than the convenience and low prices of a McDonald’s burger. These places feature wine and beer, half-pound burgers, and generous side dishes (nachos, potato skins). Atmosphere is key.

Helps audience visualize the subject by creating a sensory impression. Does not prove a point but clari�ies it and makes it memorable. Begins with an overview of the function, de�ines its purpose, lists major parts, and explains how it operates.

Narration (storytelling)

When Rita Longworth took over as CEO, she faced a tough choice: shut down the tablet PC division entirely or outsource manufacturing as a way to lower costs while keeping the division alive. As her �irst step, she convened a meeting with all the managers in the division to get their input on the two options. (Story continues from there.)

Stimulates audience interest through the use of dramatic tension. In many instances, must be supplemented with statistical data in order to prove a point convincingly.

Reference to authority

I discussed this idea with Jackie Loman in the Chicago plant, and she was very supportive. As you know, Jackie has been in charge of that plant for the past six years. She is con�ident that we can speed up the number 2 line by 150 units an hour if we add another worker.

Bolsters a case while adding variety and credibility. Works only if authority is recognized and respected by audience.

Visual aids Graphs, charts, tables, infographics, data visualization, photos, video Helps audience grasp the key points about sets of data orvisualize connections between ideas.

Figure 4.7 Improving the Organization of a Message

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This writer is following up on a conversation from the previous day, in which he and the recipient discussed which of two forms of ownership, a partnership or a corporation, they should use for their new company. (Partnership has a speci�ic legal meaning in this context.) That question is the topic of the message; the main idea is the recommendation that they incorporate, rather than form a partnership. Notice how the Improved version uses the direct approach to quickly get to the main idea and then supports that by comparing the advantages and disadvantages of both forms of ownership. In contrast, the Poor version contains irrelevant information, makes the comparison dif�icult to follow, and buries the main idea in the middle of the message.

BUILDING READER INTEREST WITH STORYTELLING TECHNIQUES Storytelling might seem like an odd subject for a business communication course, but narrative techniques can be an effective way to organize messages in a surprising number of business situations, from recruiting and training employees to enticing investors and customers. Storytelling is such a vital means of communicating that, in the words of management consultant Steve Tobak, “It’s hard to imagine your career going anywhere if you can’t tell a story.”14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note14) Fortunately, you’ve been telling stories all your life, so narrative techniques already come naturally to you; now it’s just a matter of adapting those techniques to business situations.

You’ve already been on the receiving end of thousands of business stories: Storytelling is one of the most common structures used in television commercials and other advertisements. People love to share stories about themselves and others, too, which makes social media ideal for storytelling.15

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(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note15)

Career-related stories, such as how someone sought and found the opportunity to work on projects he or she is passionate about, can entice skilled employees to consider joining a �irm. Entrepreneurs use stories to help investors see how their new ideas have the potential to affect people’s lives (and therefore generate lots of sales). Stories can be cautionary tales as well, dramatizing the consequences of career blunders, ethical mistakes, and strategic missteps.

A key reason storytelling can be so effective is that stories help readers and listeners imagine themselves living through the experience of the person in the story. Chip Heath of Stanford University and his brother, Dan Heath of Duke University, have spent years exploring the question of why some ideas “stick” and others disappear. One of their conclusions is that ideas conveyed through storytelling tend to thrive because stories “put knowledge into a framework that is more lifelike, more true to our day-to-day existence.”16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note16)

Storytelling is an effective way to organize many business messages because it helps readers personalize the message and understand causes and consequences.

In addition, stories can demonstrate cause-and-effect relationships in a compelling fashion.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note17) Imagine attending a new employee orientation and listening to the trainer read off a list of ethics rules and guidelines. Now imagine the trainer telling the story of someone who sounded a lot like you in the very near future, fresh out of college and full of energy and ambition. Desperate to hit demanding sales targets, the person in the story began entering transactions before customers had actually agreed to purchase, hoping the sales would eventually come through and no one would be the wiser. However, the scheme was exposed during a routine audit, and the rising star was booted out of the company with an ethical stain that would haunt him for years. You may not remember all the rules and guidelines, but chances are you will remember what happened to that person who sounded a lot like you. This ability to share organizational values is one of the major bene�its of using storytelling in business communication, particularly across diverse workforces.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note18)

Organize stories in three parts: a beginning that introduces a sympathetic person with a dream or a challenge, a middle that shows the obstacles to be overcome, and an ending that resolves the situation and shows the moral or message of the story.

A classic story has three basic parts. The beginning of the story presents someone whom the audience can identify with in some way, and this person has a dream to pursue or a problem to solve. (Think of how movies and novels often start by introducing a likable character who immediately gets into danger, for example.) The middle of the story shows this character taking action and making decisions as he or she pursues the goal or tries to solve the problem. The storyteller’s objective here is to build the audience’s interest by increasing the tension: Will the “hero” overcome the obstacles in his or her path and defeat whatever adversary is keeping him or her away from her goal?19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note19) The end of the story answers that question and usually offers a lesson to be learned about the outcome as well.

By the way, even though these are “stories,” they must not be made-up tales. Telling stories that didn’t happen to people who don’t exist while presenting them as real-life events is a serious breach of ethics that damages a company’s credibility.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec33#ch4note20)

Consider adding an element of storytelling whenever your main idea involves the opportunity to inspire, to persuade, to teach, or to warn readers or listeners about the potential outcomes of a particular course of action.

For fresh ideas and media materials on planning messages, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) . For a quick refresher on message-planning tasks, see “Checklist: Planning Business Messages.”

CHECKLIST ✓ Planning Business Messages A. Analyze the situation.

Determine whether the purpose of your message is to inform, persuade, or collaborate.

Identify what you want your audience to think or do after receiving the message.

Make sure your purpose is worthwhile and realistic.

Make sure the time is right for your message.

Make sure your purpose is acceptable to your organization.

Identify the primary audience.

Determine the size and composition of your audience.

Estimate your audience’s level of understanding and probable reaction to your message.

B. Gather information.

Decide whether to use formal or informal techniques for gathering information.

Find out what your audience needs to know.

Provide all required information and make sure it’s accurate, ethical, and pertinent.

C. Select the best combination of medium and channel for your message.

Understand the advantages and disadvantages of oral, written, and visual medium distributed through both digital and nondigital channels.

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Consider media richness, formality, media limitations, urgency, cost, and audience preference.

D. Organize your information.

De�ine your main idea.

Limit your scope.

Choose the direct or indirect approach.

Outline content by starting with the main idea, adding major points, and illustrating with evidence.

Look for opportunities to use storytelling to build audience interest.

COMMUNICATION CHALLENGES AT H&R Block Robert Turtledove, H&R Block’s chief marketing of�icer, was impressed enough with your communication skills and social media experience to add you to the team that markets H&R Block’s digital tax-preparation solutions. Using the insights you gained in this chapter, address these two communication challenges.

INDIVIDUAL CHALLENGE: Your �irst assignment is to write a 50-word introduction to the H&R Block tax software that can be used whenever the company needs a concise summary. For example, your text will be loaded into the IM chat system so that whenever anyone asks about the software, customer service representatives can send your text with just one mouse click. Visit the HR Block website to learn more about the various versions of its software. Use this information to write your 50-word summary and then email it to your instructor.

TEAM CHALLENGE: An ongoing dilemma for marketers in many industries is trying to offer targeted products and services that meet the needs of speci�ic market segments without creating so many versions that the range of choices overwhelms the consumer. For example, H&R Block can help taxpayers in a variety of ways: several versions of web-based tax software, several versions of downloadable software, professional preparation, and a hybrid service called Best of Both, in which the taxpayer does most of the work using the software and an H&R Block professional helps with advice and veri�ication. Simply helping consumers understand the choices available can become a considerable communication challenge in its own right.

With your team, analyze the company’s website in terms of its ability to help a taxpayer understand the various options and choose the one that meets his or her unique needs. For example, are the services clearly distinguished from one another, and can the average taxpayer understand the distinctions being made? What improvements might you suggest? Prepare a brief summary of your analysis as a class presentation or a post on your class blog, as your instructor directs.

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Quick Learning Guide

KEY TERMS direct approach Message organization that starts with the main idea (such as a recommendation, a conclusion, or a request) and follows that with your

supporting evidence free writing An exploratory technique in which you write whatever comes to mind, without stopping to make any corrections, for a set period of time general purpose The broad intent of a message—to inform, to persuade, or to collaborate with the audience indirect approach Message organization that starts with the evidence and builds your case before presenting the main idea journalistic approach Verifying the completeness of a message by making sure it answers the who, what, when, where, why, and how questions letters Brief written messages sent to customers and other recipients outside the organization main idea A speci�ic statement about the topic memos Brief printed documents traditionally used for the routine, day-to-day exchange of information within an organization scope The range of information presented in a message, its overall length, and the level of detail provided speci�ic purpose Identi�ies what you hope to accomplish with your message and what your audience should do or think after receiving your message topic The overall subject of a message

SUMMARY OF LEARNING OBJECTIVES 1 Describe the three-step writing process. (1) Planning consists of four tasks: analyzing the situation (de�ining your purpose and pro�iling your audience), gathering the information to meet your audience’s needs, selecting the best combination of medium and channel for the message and the situation, and organizing the information (de�ining your main idea, limiting your scope, selecting an approach, and outlining your content). (2) The writing step consists of two tasks: adapting to your audience and composing the message. Adapt your message to your audience by being sensitive to audience needs, building a strong relationship with your audience, and controlling your style. Compose your message by drafting your thoughts with strong words, effective sentences, and coherent paragraphs. (3) Completing your message consists of four tasks: revising your message by evaluating content and then rewriting and editing for clarity and conciseness, producing your message by using effective design elements and suitable delivery methods, proofreading your message for mistakes in spelling and mechanics, and distributing it in a way that meets both your needs and your audience’s needs.

2 Explain why it’s important to analyze a communication situation in order to de�ine your purpose and pro�ile your audience before writing a message. You must know enough about your purpose to shape your message in a way that will achieve your goal. Moreover, without a clear purpose to guide you, you are bound to waste time and energy. To decide whether you should proceed with your message, answer four questions: (1) Will anything change as a result of this message? (2) Is my purpose realistic? (3) Is this the right time for this message? (4) Is the purpose acceptable to my organization? Developing an audience pro�ile is essential as well because doing so helps you identify the information you need to include in your message and is the most effective way to structure your message.

3 Discuss information-gathering options for simple messages, and identify three attributes of quality information. Gathering the information that will ful�ill your audience’s needs is a vital step before you attempt to organize your content. For more complex documents, you may need to plan a research project to acquire all the necessary information. However, for simple messages, if you don’t already have all the information you need, you can often gather it by using informal methods, such as considering the audience’s perspective, reading existing reports and other company documents, talking with supervisors and others who have information and insight, and asking your audience members directly for their input. To determine whether the information you’ve gathered is good enough, verify that it is accurate, ethical, and pertinent to the audience’s needs.

4 List the factors to consider when choosing the most appropriate medium for a message. The �irst factor to consider is media richness. Richness is determined by the medium’s ability to (1) convey a message using more than one informational cue, such as sound, motion, nonverbal cues, and so on; (2) facilitate feedback; and (3) establish personal focus. Other factors to consider when selecting media include the level of formality, the speci�ic limitations of each medium, the level of urgency, the cost of various media options, and your audience’s preferences.

5 Explain why good organization is important to both you and your audience, and list the tasks involved in organizing a message. When you organize messages carefully, you save time and conserve creative energy because the writing process is quicker and you spend less time rewriting. Good organization also helps your audience members understand your message, it helps them accept your message, and it saves them time as well. The tasks involved in organizing your message include de�ining your main idea, limiting your scope to the information needed to convey and support that main idea, choosing the direct or indirect approach, and then outlining your content.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

4-1. What are the three major steps in the writing process? [LO-1]

4-2. What are the bene�its of planning your messages carefully, particularly longer and more complex messages? [LO-1] 4-3. What two types of purposes do all business messages have? [LO-2] 4-4. What do you need to know in order to develop an audience pro�ile? [LO-2]

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4-5. What is the value of free writing and other discovery techniques? [LO-3]

4-6. Why are in-person conversations considered a rich medium? [LO-4] 4-7. What three factors determine media richness? [LO-4] 4-8. How does the topic of a message differ from its main idea? [LO-5] 4-9. Why is it important to limit the scope of a message? [LO-5]

4-10. What three elements do you need to consider when choosing between the direct and indirect approaches? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

4-11. Some writers argue that planning messages wastes time because they inevitably change their plans as they proceed. How would you respond to this argument? Brie�ly explain. [LO-1]

4-12. A day after sending an email to all 1,800 employees in your company regarding income tax implications of the company’s retirement plan, you discover that one of the sources you relied on for your information plagiarized from other sources. You quickly double-check all the information in your message and con�irm that it is accurate. However, you are concerned about using plagiarized information, even though you did nothing wrong. Write a brief email message to your instructor, explaining how you would handle the situation. [LO-3]

4-13. You are organizing an exploratory in-person meeting with engineering representatives from a dozen manufacturers around the world to discuss updates to a technical standard that all the companies’ products must adhere to. The representatives have a wide range of �irmly held opinions on the subject, because the changes could help some companies and hurt others. They can’t even agree on what should be addressed in the �irst meeting, so you need to develop a minimum level of consensus on what should be on the agenda. Which combination of media and channels would you use to move the conversation forward and �inalize the agenda? Each company has one representative, and any discussions need to be kept con�idential. [LO-4]

4-14. You have been invited to speak at an annual industry conference. After preparing the outline for your presentation, you see that you’ve identi�ied 14 different points to support your main idea. Should you move ahead with creating the slides for your presentation or move back and rethink your outline? Why? [LO-5]

Practice Your Skills Message for Analysis: Outlining Your Content [LO-5]

A writer is working on an insurance information brochure and is having trouble grouping the ideas logically into an outline. Using the following information, prepare the outline, paying attention to the appropriate hierarchy of ideas. If necessary, rewrite phrases to make them all consistent.

Accident Protection Insurance Plan

Coverage is only pennies a day

Bene�it is $100,000 for accidental death on common carrier

Bene�it is $100 a day for hospitalization as result of motor vehicle or common carrier accident

Bene�it is $20,000 for accidental death in motor vehicle accident

Individual coverage is only $17.85 per quarter; family coverage is just $26.85 per quarter

No physical exam or health questions

Convenient payment—billed quarterly

Guaranteed acceptance for all applicants

No individual rate increases

Free, no-obligation examination period

Cash paid in addition to any other insurance carried

Covers accidental death when riding as fare-paying passenger on public transportation, including buses, trains, jets, ships, trolleys, subways, or any other common carrier

Covers accidental death in motor vehicle accidents occurring while driving or riding in or on automobile, truck, camper, motor home, or nonmotorized bicycle

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

4-15. Planning: Identifying Your Purpose [LO-2] For each of the following communication tasks, state a speci�ic purpose (if you have trouble, try beginning with “I want to . . .”).

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a. A report to your boss, the store manager, about the outdated items in the warehouse

b. A memo to clients about your booth at the upcoming trade show

c. A letter to a customer who hasn’t made a payment for three months

d. A memo to employees about the department’s high phone bills

e. A phone call to a supplier, checking on an overdue parts shipment

f. A report to future users of the computer program you have chosen to handle the company’s mailing list

4-16. Planning: Assessing Audience Needs [LO-2] For each communication task that follows, write brief answers to three questions: Who is the audience? What is the audience’s general attitude toward my subject? What does the audience need to know?

A �inal-notice collection letter from an appliance manufacturer to an appliance dealer that is 3 months behind on payments, sent 10 days before initiating legal collection procedures

An advertisement for smartphones

A proposal to top management, suggesting that the four sales regions in the United States be combined into just two regions

Fliers to be attached to doorknobs in the neighborhood, announcing reduced rates for chimney cleaning or repairs

A cover letter sent along with your résumé to a potential employer

A website that describes the services offered by a consulting �irm that helps accounting managers comply with government regulations

4-17. Planning: Assessing Audience Needs [LO-2] Choose a fairly simple electronic device (such as a digital music player) that you know how to operate well. Write two sets of instructions for operating the device: one set for a reader who has never used that type of device and one set for someone who is generally familiar with that type of machine but has never operated the speci�ic model. Brie�ly explain how your two audiences affect your instructions.

4-18. Planning: Analyzing the Situation; Collaboration: Planning Meetings [LO-2], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) How can the material discussed in this chapter also apply to meetings, as discussed in Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) ? Outline your ideas in a brief presentation or a post for your class blog.

4-19. Planning: Creating an Audience Pro�ile; Collaboration: Team Projects [LO-2], [LO-3], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) With a team assigned by your instructor, compare the Facebook pages of three companies in the same industry. Analyze the content on all the available tabs. What can you surmise about the intended audience for each company? Which of the three does the best job of presenting the information its target audience is likely to need? Prepare a brief presentation, including slides that show samples of the Facebook content from each company.

4-20. Planning: Analyzing the Situation, Selecting Media; Media Skills: Email [LO-2], [LO-4], Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) You are the head of public relations for a cruise line that operates out of Miami. You are shocked to read a letter in a local newspaper from a disgruntled passenger, complaining about the service and entertainment on a recent cruise. You need to respond to these publicized criticisms in some way. What audiences will you need to consider in your response? What medium or media should you choose? If the letter had been published in a travel publication widely read by travel agents and cruise travelers, how might your course of action have differed? In an email message to your instructor, explain how you will respond.

4-21. Planning: Assessing Audience Needs; Media Skills: Blogging; Communication Ethics: Making Ethical Choices [LO-3], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) Your supervisor has asked you to withhold important information that you think should be included in a report you are preparing. Disobeying him could be disastrous for your working relationship and your career. Obeying him could violate your personal code of ethics. What should you do? On the basis of the discussion in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) , would you consider this situation to be an ethical dilemma or an ethical lapse? Explain your analysis in a brief email message to your instructor.

4-22. Planning: Limiting Your Scope [LO-5] Suppose you are preparing to recommend that top management install a new heating system that uses the cogeneration process. The following information is in your �iles. Eliminate topics that aren’t essential and then arrange the other topics so that your report will give top managers a clear understanding of the heating system and a balanced, concise justi�ication for installing it.

History of the development of the cogeneration heating process

Scienti�ic credentials of the developers of the process

Risks assumed in using this process

Your plan for installing the equipment in the headquarters building

Stories about the successful use of cogeneration technology in comparable facilities

Speci�ications of the equipment that would be installed

Plans for disposing of the old heating equipment

Costs of installing and running the new equipment

Advantages and disadvantages of using the new process

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Detailed 10-year cost projections

Estimates of the time needed to phase in the new system

Alternative systems that management might want to consider

4-23. Planning: Choosing the Direct or Indirect Approach [LO-5] Indicate whether the direct or indirect approach would be best in each of the following situations and brie�ly explain why. Would any of these messages be inappropriate for email? Explain.

a. A message to the owner of an automobile dealership, complaining about poor service work

b. A message from a recent college graduate, requesting a letter of recommendation from a former instructor

c. A message turning down a job applicant

d. A message announcing that because of high air-conditioning costs, the plant temperature will be held at 78°F during the summer

e. A message from an advertising agency to a troublesome long-term client, explaining that the agency will no longer be able to work on the client’s account

4-24. Planning: Using Storytelling Techniques; Communication Ethics: Providing Ethical Leadership: Media Skills: Podcasting [LO-5], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) Research recent incidents of ethical lapses by a business professional or executive in any industry. Choose one example that has a clear story “arc” from beginning to end. Outline a cautionary tale that explains the context of the ethical lapse, the choice the person made, and the consequences of the ethical lapse. Script a podcast (aim for roughly 3 to 5 minutes) that tells the story. If your instructor directs, record your podcast and post to your class blog.

Expand Your Skills Critique the Professionals

Locate an example of professional communication in any medium-channel that you think would work equally well—or perhaps better—in another medium. Using the information in this chapter and your understanding of the communication process, write a brief analysis (no more than one page) of the company’s media-channel choice and explain why your choice would be at least as effective. Use whatever medium your instructor requests for your report and be sure to cite speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on planning a report, speech, or other business message. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

4-25. As a member of the public relations department, which medium (or media) would you recommend using to inform the local community that your toxic-waste cleanup program has been successful? Why? [LO-4]

4-26. Would you use the direct or indirect approach to ask employees to work overtime to meet an important deadline? Please explain. [LO-5]

Endnotes 1. H&R Block website, accessed 18 March 2014, www.hrblock.com (http://www.hrblock.com) ; Paula Drum, “I Got People (Online): How H&R Block Connects by Using Social Media,” presentation at BlogWell conference, 22 January 2009, www.socialmedia.org (http://www.socialmedia.org) ; Shel Israel, “Twitterville Notebook: H&R Block’s Paula Drum,” Global Neighbourhoods blog, 22 December 2008, http://redcouch.typepad.com/weblog (http://redcouch.typepad.com/weblog) ; “H&R Block’s Paula Drum Talks Up Value of Online ‘Presence,’” The Deal website, video interview, 6 June 2008, www.thedeal.com (http://www.thedeal.com) ; Shel Israel, “SAP Global Survey: H&R Block’s Paula Drum,” Global Neighbourhoods blog, 4 April 2008, http://redcouch.typepad.com/weblog (http://redcouch.typepad.com/weblog) ; “Tango in Plain English,” video, accessed 27 August 2008, www.youtube.com (http://www.youtube.com) ; “H&R Block, Inc.,” Hoovers, accessed 27 August 2008, www.hoovers.com (http://www.hoovers.com) ; Linda Zimmer, “H&R Block Tangoes into Second Life,” Business Communicators of Second Life blog, 17 March 2007, http://freshtakes.typepad.com/sl_communicators (http://freshtakes.typepad.com/sl_communicators) ; “H&R Block Launches First Virtual Tax Experience in Second Life,” press release, 27 August 2008, www.hrblock.com (http://www.hrblock.com) .

2. Carol Kinsey Gorman, “What’s So Great About Face-to-Face?” Communication World, May–June 2011, 38–39.

3. Linda Duyle, “Get Out of Your Of�ice,” HR Magazine, July 2006, 99–101.

4. Caroline McCarthy, “The Future of Web Apps Will See the Death of Email,” Webware blog, 29 February 2008, http://news.cnet.com (http://news.cnet.com) ; Kris Maher, “The Jungle,” Wall Street Journal, 5 October 2004, B10; Kevin Maney, “Surge in Text Messaging Makes Cell Operators,” USA Today, 28 July 2005, B1–B2.

5. Roger Cheng, “Verizon CEO: Unlimited Data Plans Just Aren’t Sustainable,” CNET, 24 September 2013, http://news.cnet.com (http://news.cnet.com) ; Brian Bennet, “Sprint Of�icially Outs New Unlimited Plans,” CNET, 11 July 2013, http://reviews.cnet.com (http://reviews.cnet.com) ; footnotes on Sprint website, accessed 2 March 2014, http://shop.sprint.com (http://shop.sprint.com) .

6. Laurey Berk and Phillip G. Clampitt, “Finding the Right Path in the Communication Maze,” IABC Communication World, October 1991, 28–32.

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7. Samantha R. Murray and Joseph Peyre�itte, “Knowledge Type and Communication Media Choice in the Knowledge Transfer Process,” Journal of Managerial Issues, Spring 2007, 111–133.

8. “Mobile Learning Adds Value to BFSI Industry,” DRONA Mobile Blog, 11 October 2013, http://blog.dronamobile.com (http://blog.dronamobile.com) .

9. “Enterprise Mobility Accelerates ROI for Oil & Gas Industry,” DRONA Mobile Blog, 7 March 2013, http://blog.dronamobile.com (http://blog.dronamobile.com) .

10.ClickSoftware website, accessed 6 March 2014, www.clicksoftware.com (http://www.clicksoftware.com) ; Sarah Fister Gale, “One Roof Energy: We Promise Not to Stalk You,” Talent Management, 20 February 2014, http://talentmgt.com (http://talentmgt.com) ; Sarah Fister Gale, “Tracking Remote Workers? There an App for That,” Talent Management, 20 February 2014, http://talentmgt.com (http://talentmgt.com) .

11. HireVue website, accessed 7 March 2014, http://hirevue.com (http://hirevue.com) ; Jennifer Kahn, “Mobile Recruiting Apps: A Gimmick or Here to Stay?” Talent Management, 19 April 2013, http://talentmgt.com (http://talentmgt.com) .

12. “Over-the-Top Application (OTT),” Techopedia, accessed 26 February 2014, www.techopedia.com (http://www.techopedia.com) .

13. Holly Weeks, “The Best Memo You’ll Ever Write,” Harvard Management Communication Letter, Spring 2005, 3–5.

14. Steve Tobak, “How to Be a Great Storyteller and Win Over Any Audience,” BNET, 12 January 2011, www.bnet.com (http://www.bnet.com) .

15. Debra Askanase, “10 Trends in Sustainable Social Media,” Community Organizer 2.0 blog, 13 May 2010, www.communityorganizer20.com (http://www.communityorganizer20.com) .

16. Chip Heath and Dan Heath, Made to Stick: Why Some Ideas Survive and Others Die (New York: Random House, 2008), 214.

17. Heath and Heath, Made to Stick: Why Some Ideas Survive and Others Die, 206, 214.

18. Randolph T. Barker and Kim Gower, “Strategic Application of Storytelling in Organizations,” Journal of Business Communication 47, no. 3 (July 2010): 295– 312.

19. David Meerman Scott, “Effective Storytelling for Business,” WebInkNow blog, 18 February 2013, www.webinknow.com (http://www.webinknow.com) .

20. Jennifer Aaker and Andy Smith, “7 Deadly Sins of Business Storytelling,” American Express Open Forum, accessed 21 March 2011, www.openforum.com (http://www.openforum.com) .

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Women who run or aspire to run their own businesses are the target audience for She Takes on the World, a blog that offers advice on all aspects of launching and managing a company.

5 Writing Business Messages

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Identify the four aspects of being sensitive to audience needs when writing business messages 2 Explain how establishing your credibility and projecting your company’s image are vital aspects of building strong relationships with your audience 3 Explain how to achieve a tone that is conversational but businesslike, explain the value of using plain language, and de�ine active and passive voice 4 Describe how to select words that are both correct and effective 5 De�ine the four types of sentences, and explain how sentence style affects emphasis within a message 6 De�ine the three key elements of a paragraph, and list �ive ways to develop uni�ied, coherent paragraphs 7 List �ive techniques for writing effective messages for mobile readers

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT She Takes on the World Natalie MacNeil Writes Her Way to a Better World

Natalie MacNeil is not a dreamer of small dreams. Here’s how she introduces herself on one of her online pro�iles: “My name is Natalie MacNeil, and I want to change the world.” For MacNeil, that change means inspiring and helping women launch their own businesses and take more control over their careers. As she puts it, “I want to see more women leading companies, organizations, and countries.”

MacNeil knows a thing or two about launching a business. She started her �irst when she was 18 and by her mid-20s had founded or cofounded a small portfolio of companies, including an Emmy-winning digital media production company whose clients include Disney and Sony Music, a collaborative workspace for entrepreneurs in the early startup phase, and She Takes on the World, which MacNeil describes as “a business blog for career-oriented women.”

Communication is at the heart of MacNeil’s world-changing quest. On the She Takes on the World site and in a book by the same name, MacNeil shares �irsthand knowledge on everything from �inding investors to expanding a company internationally. Her writing has appeared in a variety of other popular forums as well, including AllBusiness, American Express OPEN Forum, Mashable, Forbes, Entrepreneur.com (http://Entrepreneur.com) , and The Wall Street Journal.

Plenty of entrepreneurs, executives, and other experts offer advice on launching businesses, so what sets MacNeil apart? One key element is a clear idea of who her audience is and the type of information these readers are likely to need. When promoting her book, for example, she emphasizes that no business book can appeal to every reader, and she lists the speci�ic types of readers who can bene�it from her book. She also does something that many business “how-to” writers don’t: She addresses the personal side of being a successful entrepreneur.

Another key element is her positive writing style. The editor of ForbesWoman calls MacNeil’s blog and book “smart, upbeat, inspirational, and full of practical advice for women who want to own their dream careers.” As someone who came of age in the postdigital economy, MacNeil is also tuned into the new world of work, where individuals must manage their personal brands and take control of their careers. In fact, one of her target audiences is college students who might want to create their own companies right out of college, without ever pursuing traditional employment.

The content and style of her messages is clearly connecting with readers. She Takes on the World has grown to include several dozen bloggers who cover every aspect of managing an entrepreneurial career in the new economy. The site was named one of Forbes magazine’s top 10 entrepreneurial websites for women, among numerous other awards and recognitions it has received. MacNeil shows no signs of slowing down, either, with new investors behind her and ambitious expansion plans.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note1)

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1 LEARNING OBJECTIVE Identify the four aspects of being sensitive to audience needs when writing business messages.

5.1 Adapting to Your Audience: Being Sensitive to Audience Needs Natalie MacNeil (pro�iled in the chapter-opening Communication Close-Up) knows it takes more than just a great idea to change the way people think. Expressing ideas clearly and persuasively starts with adapting to one’s audience.

Whether consciously or not, audiences greet most incoming messages with a sel�ish question: “What’s in this for me?” If your readers or listeners don’t think you understand or care about their needs, they won’t pay attention, plain and simple. You can improve your audience sensitivity by adopting the “you” attitude, maintaining good standards of etiquette, emphasizing the positive, and using bias-free language.

Readers and listeners are more likely to respond positively when they believe messages address their concerns.

USING THE “YOU” ATTITUDE Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) introduced the notion of audience-centered communication and the “you” attitude—speaking and writing in terms of your audience’s wishes, interests, hopes, and preferences. On the simplest level, you can adopt the “you” attitude by replacing terms such as I, me, mine, we, us, and ours with you and yours:

Adopting the “you” attitude means speaking and writing in terms of your audience’s wishes, interests, hopes, and preferences.

Instead of This Write This

Tuesday is the only day that we can promise quick response to purchase order requests; we are swamped the rest of the week.

If you need a quick response, please submit your purchase order requests on Tuesday.

We offer MP3 players with 50, 75, or 100 gigabytes of storage capacity. You can choose an MP3 player with 50, 75, or 100 gigabytes ofstorage.

However, the “you” attitude is more than simply using particular pronouns. It’s a matter of demonstrating genuine interest in your readers and concern for their needs (see Figure 5.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec1#ch5�ig1) ). You can use you 25 times in a single page and still offend your audience or ignore readers’ true concerns. If you’re writing to a retailer, try to think like a retailer; if you’re dealing with a production supervisor, put yourself in that position; if you’re writing to a dissatis�ied customer, imagine how you would feel at the other end of the transaction.

Be aware that on some occasions, it’s better to avoid using you, particularly if doing so will sound overly authoritative or accusing:

Avoid using you and your when doing so

Makes you sound dictatorial

Makes someone else feel guilty

Goes against your organization’s style

Instead of This Write This

You failed to deliver the customer’s order on time.The customer didn’t receive the order on time.

You must correct all �ive copies by noon. All �ive copies must be corrected by noon.

As you practice using the “you” attitude, be sure to consider the attitudes of other cultures and the policies of your organization. In some cultures, it is improper to single out one person’s achievements, because the whole team is responsible for the outcome; in that case, using the pronoun we or our (when you and your audience are part of the same team) would be more appropriate. Similarly, some companies have a tradition of avoiding references to you and I in most messages and reports.

Figure 5.1 Fostering a Positive Relationship with an Audience

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CD Baby, the world’s largest retailer of independent music, uses clear, positive language to help musicians understand the process of selling their music through the company and its af�iliates. By making the effort to communicate clearly and succinctly, the company encourages a positive response from its target readers.

Source: CD Baby

MAINTAINING STANDARDS OF ETIQUETTE Good etiquette not only indicates respect for your audience but also helps foster a more successful environment for communication by minimizing negative emotional reaction:

Instead of This Write This

Once again, you’ve managed to bring down the entire website through your incompetent programming.

Let’s review the last website update to explore ways to improve the process.

You’ve been sitting on our order for two weeks, and we need it now!

Our production schedules depend on timely delivery of parts and supplies, but we have not yet received the order you promised to deliver two weeks ago. Please respond today with a �irm delivery commitment.

Of course, some situations require more diplomacy than others. If you know your audience well, a less formal approach may be more appropriate. However, when you are communicating with people who outrank you or with people outside your organization, an added measure of courtesy is usually needed.

Even if a situation calls for you to be brutally honest, express the facts of the matter in a kind and thoughtful manner.

Use extra tact when communicating with people higher up the organization chart or outside the company.

Written communication and most forms of digital communication generally require more tact than oral communication does. When you’re speaking, your words are softened by your tone of voice and facial expression. Plus, you can adjust your approach according to the feedback you get. If you inadvertently offend someone in writing or in a podcast, for example, you don’t usually get the immediate feedback you would need in order to resolve the situation. In fact, you may never know that you offended your audience.

EMPHASIZING THE POSITIVE

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You can communicate negative news without being negative.

During your career, you will have many occasions in which you need to communicate bad news. However, there is a big difference between delivering negative news and being negative. When the tone of your message is negative, you put unnecessary strain on business relationships. Never try to hide negative news, but always be on the lookout for positive points that will foster a good relationship with your audience:2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note2)

Instead of This Write This

It is impossible to repair your laptop today. Your computer can be ready by Tuesday. Would you like a loaner until then?

We wasted $300,000 advertising in that magazine.

Our $300,000 advertising investment did not pay off. Let’s analyze the experience and apply the insights to future campaigns.

If you �ind it necessary to criticize or correct, don’t dwell on the other person’s mistakes. Avoid referring to failures, problems, or shortcomings. Focus instead on what the audience members can do to improve the situation:

Instead of This Write This

The problem with this department is a failure to control costs. The performance of this department can be improved by tightening cost controls.

You failed to provide all the necessary information on the previous screen.

Please review the items marked in red on the previous screen so that we can process your order as quickly as possible.

If you’re trying to persuade audience members to buy a product, pay a bill, or perform a service for you, emphasize what’s in it for them. When people recognize the bene�its of doing so, they are more likely to respond positively to your appeal:

Show audience members how they will bene�it by responding to your message.

Instead of This Write This

We will notify all three credit reporting agencies if you do not pay your overdue bill within 10 days.

Paying your overdue bill within 10 days will prevent a negative entry on your credit record.

I am tired of seeing so many errors in the customer service blog. Proofreading your blog postings will help you avoid embarrassing mistakes that generatemore customer service complaints.

In general, try to state your message without using words that may hurt or offend your audience. Look for appropriate opportunities to use euphemisms (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term12) —words or phrases that express a thought in milder terms—that convey your meaning without carrying negative or unpleasant connotations. For example, one common euphemism is referring to people beyond a certain age as “senior citizens” rather than “old people.” Senior conveys respect in a way that old doesn’t.

Euphemisms are milder synonyms that can express an idea while triggering fewer negative connotations, but they should never be used to obscure the truth.

Euphemisms can bring a tone of civility to unpleasant communication, but they must be used with great care because they are so easy—and so tempting—to misuse. Euphemisms can be annoying if they force readers to “read between the lines” to get the message, and they can be unethical if they obscure the truth. For instance, one of the toughest messages a manager ever has to write is an internal memo or email announcing layoffs. This is a dif�icult situation for everyone involved, and managers can be tempted to resort to euphemisms such as streamlining, restructuring, improving ef�iciency, reducing layers, or eliminating redundancies to avoid using the word layoff.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note3) Doing so might ease the emotional burden on the writer and promote the illusion that the message isn’t as negative as it really is. However, these euphemisms can fail the “you” attitude test, as well as the standards of ethical information, by failing to answer the question every reader in these situations has, which is simply: Am I going to lose my job?

If you are considering using a euphemism, ask yourself this question: Are you trying to protect the reader’s feelings or your own feelings? Even if it is unpleasant, people generally respond better to an honest message delivered with integrity than they do to a sugar-coated message that obscures the truth.

USING BIAS-FREE LANGUAGE Bias-free language (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term3) avoids words and phrases that unfairly and even unethically categorize or stigmatize people in ways related to gender, race, ethnicity, age, disability, or other personal characteristics. Contrary to what some may think, biased language is not simply about “labels.” To a signi�icant degree, language re�lects the way we think and what we believe, and biased language may well perpetuate the underlying stereotypes and prejudices it represents.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note4) Moreover, because communication is all about perception, simply being fair and objective isn’t enough. To establish a good relationship with your audience, you must also appear to be fair.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note5) Good communicators make every effort to change biased language (see Table 5.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec1#ch5tab1) ). Bias can come in a variety of forms:

Bias-free language avoids words and phrases that unfairly and even unethically categorize or stigmatize people.

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TABLE 5.1 Overcoming Bias in Language Examples Unacceptable Preferable

Gender Bias

Using words containing man Man-made Arti�icial, synthetic, manufactured, constructed, human-made

Mankind Humanity, human beings, human race, people

Manpower Workers, workforce

Businessman Executive, manager, businessperson, professional

Salesman Sales representative, salesperson

Foreman Supervisor

Using female-gender words Actress, stewardess Actor, �light attendant

Using special designations Woman doctor, male nurse Doctor, nurse

Using he to refer to “everyone” The average worker . . . he The average worker . . . he or she OR Average workers . . .they

Identifying roles with gender The typical executive spends four hours of his day in meetings. Most executives spend four hours a day in meetings.

the consumer . . . she consumers . . . they

the nurse/teacher . . . she nurses/teachers . . . they

Identifying women by marital status Mrs. Norm Lindstrom Maria Lindstrom OR Ms. Maria Lindstrom

Norm Lindstrom and Ms. Drake Norm Lindstrom and Maria Drake OR Mr. Lindstrom and Ms. Drake

Racial and Ethnic Bias

Assigning stereotypes Not surprisingly, Shing-Tung Yau excels in mathematics. Shing-Tung Yau excels in mathematics.

Identifying people by race or ethnicity

Mario M. Cuomo, Italian American politician and ex-governor of New York

Mario M. Cuomo, politician and ex-governor of New York

Age Bias

Including age when irrelevant Mary Kirazy, 58, has just joined our trust department. Mary Kirazy has just joined our trust department.

Disability Bias

Putting the disability before the person Disabled workers face many barriers on the job.

Workers with physical disabilities face many barriers on the job.

An epileptic, Tracy has no trouble doing her job. Tracy’s epilepsy has no effect on her job performance.

Gender bias. Avoid sexist language by using the same labels for everyone, regardless of gender. Don’t refer to a woman as chairperson and then to a man as chairman. Use chair, chairperson, or chairman consistently. (Note that it is not uncommon to use chairman when referring to a woman who heads a board of directors. Archer Daniels Midland’s Patricia Woertz and Xerox’s Ursula Burns, for example, both refer to themselves as “chairman.”6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note6) ) Reword sentences to use they or to use no pronoun at all rather than refer to all individuals as he. Note that the preferred title for women in business is Ms. unless the individual asks to be addressed as Miss or Mrs. or has some other title, such as Dr.

Racial and ethnic bias. Avoid identifying people by race or ethnic origin unless such a label is relevant to the matter at hand—and it rarely is.

Age bias. Mention the age of a person only when it is relevant. Moreover, be careful of the context in which you use words that refer to age; such words carry a variety of positive and negative connotations. For example, young can imply energy, youthfulness, inexperience, or even immaturity, depending on how it’s used.

Disability bias. Physical, mental, sensory, or emotional impairments should never be mentioned in business messages unless those conditions are directly relevant to the subject. If you must refer to someone’s disability, put the person �irst and the disability second.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note7) For example, by saying “employees with physical handicaps,” not “handicapped employees,” you focus on the whole person, not the disability. Finally, never use outdated terminology such as crippled or retarded.

REAL-TIME UPDATES

LEARN MORE BY READING THIS PDF

Get detailed advice on using bias-free language

This in-depth guide offers practical tips for avoiding many types of cultural bias in your writing and speaking. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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2 LEARNING OBJECTIVE Explain how establishing your credibility and projecting your company’s image are vital aspects of building strong relationships with your audience.

5.2 Adapting to Your Audience: Building Strong Relationships Successful communication relies on a positive relationship between sender and receiver. Establishing your credibility and projecting your company’s image are two vital steps in building and fostering positive business relationships.

ESTABLISHING YOUR CREDIBILITY Audience responses to your messages depend heavily on your credibility (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term10) , a measure of your believability based on how reliable you are and how much trust you evoke in others. With audiences who don’t know you and trust you already, you need to establish credibility before they’ll accept your messages (see Figure 5.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec6#ch5�ig2) ). On the other hand, when you do establish credibility, communication becomes much easier because you no longer have to spend time and energy convincing people that you are a trustworthy source of information and ideas. To build, maintain, or repair your credibility, emphasize the following characteristics:

People are more likely to react positively to your message when they have con�idence in you.

To enhance your credibility, emphasize such factors as honesty, objectivity, and awareness of audience needs.

Honesty. Demonstrating honesty and integrity will earn you the respect of your audiences, even if they don’t always agree with or welcome your messages.

Objectivity. Show that you can distance yourself from emotional situations and look at all sides of an issue.

Awareness of audience needs. Directly or indirectly, let your audience members know that you understand what’s important to them.

Credentials, knowledge, and expertise. Audiences need to know that you have whatever it takes to back up your message, whether it’s education, professional certi�ication, special training, past successes, or simply the fact that you’ve done your research.

Endorsements. An endorsement is a statement on your behalf by someone who is accepted by your audience as an expert.

Performance. Demonstrating impressive communication skills is not enough; people need to know they can count on you to get the job done.

Sincerity. When you offer praise, don’t use hyperbole, such as “you are the most fantastic employee I could ever imagine.” Instead, point out speci�ic qualities that warrant praise.

Figure 5.2 Building Credibility

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Gregg Fraley is a highly regarded expert in the �ield of creativity and business innovation, but because his services are intangible, potential clients can’t “test drive” those services before making a purchase decision. He therefore takes special care to build credibility as part of his communication efforts.

Source: Gregg Fraley

In addition, audiences need to know that you believe in yourself and your message. If you lack faith in yourself, you’re likely to communicate an uncertain attitude that undermines your credibility. In contrast, if you are convinced that your message is sound, you can state your case with authority. Look out for phrases containing words such as hope and trust, which can drain the audience’s con�idence in your message:

Instead of This Write This

We hope this recommendation will be helpful. We’re pleased to make this recommendation.

We trust that you’ll want to extend your service contract.

By extending your service contract, you can continue to enjoy top-notch performance from your equipment.

Finally, keep in mind that credibility can take a long time to establish—and it can be wiped out in an instant. An occasional mistake or letdown is usually forgiven, but major lapses in honesty or integrity can destroy your reputation. On the other hand, when you do establish credibility, communication becomes much easier because you no longer have to spend time and energy convincing people that you are a trustworthy source of information and ideas.

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Your company’s interests and reputation take precedence over your personal views and communication style.

PROJECTING YOUR COMPANY’S IMAGE When you communicate with anyone outside your organization, it is more than a conversation between two individuals. You represent your company and therefore play a vital role in helping the company build and maintain positive relationships with all its stakeholders. Most successful companies work hard to

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foster a speci�ic public image, and your external communication efforts need to project that image. As part of this responsibility, the interests and preferred communication style of your company must take precedence over your own views and personal communication style.

THE ART OF PROFESSIONALISM

Being dependable and Accountable

By any de�inition, a “pro” is somebody who gets the job done. Develop a reputation as somebody people can count on. This means meeting your commitments, including keeping on schedule and staying within budgets. These are skills that take some time to develop as you discover how much time and money are required to accomplish various tasks and projects. With experience, you’ll learn to be conservative with your commitments. You don’t want to be known as someone who overpromises and underdelivers.

If you can’t con�idently predict how long a project will take or how much it will cost, be sure to let your client, colleagues, or supervisor know that. And if changing circumstances threaten your ability to meet a previous commitment, be sure to share that information with anyone who might be affected by your performance.

Being accountable also means owning up to your mistakes and learning from failure so that you can continue to improve. Pros don’t make excuses or blame others. When they make mistakes—and everybody does—they face the situation head on, make amends, and move on.

CAREER APPLICATIONS

1. What steps could you take to make realistic commitments on tasks and projects in which you have little or no experience?

2. Does being accountable mean you never make mistakes? Explain your answer.

Many organizations have speci�ic communication guidelines that show everything from the correct use of the company name to preferred abbreviations and other grammatical details. Specifying a desired style of communication is more dif�icult, however. Observe more experienced colleagues, and never hesitate to ask for editorial help to make sure you’re conveying the appropriate tone. For instance, with clients entrusting thousands or millions of dollars to it, an investment �irm communicates in a style quite different from that of a clothing retailer. And a clothing retailer specializing in high-quality business attire communicates in a different style than a store catering to the latest trends in casual wear.

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3 LEARNING OBJECTIVE Explain how to achieve a tone that is conversational but businesslike, explain the value of using plain language, and de�ine active and passive voice.

5.3 Adapting to Your Audience: Controlling Your Style and Tone Your communication style (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term15) involves the choices you make to express yourself: the words you select, the manner in which you use those words in sentences, and the way you build paragraphs from individual sentences. Your style creates a certain tone (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term16) , or overall impression, in your messages. The right tone depends on the nature of your message and your relationship with the reader.

CREATING A CONVERSATIONAL TONE

Most business messages aim for a conversational style that is warm but businesslike.

The tone of your business messages can range from informal to conversational to formal. When you’re communicating with your superiors or with customers, your tone may tend to be more formal and respectful.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note8) However, that formal tone might sound distant and cold if used with close colleagues.

Compare the three versions of the message in Table 5.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec9#ch5tab2) . The �irst is too formal and stuffy for today’s audiences, whereas the third is inappropriately casual for business. The second message demonstrates the conversational tone (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term9) used in most business communication—plain language that sounds businesslike without being stuffy at one extreme or too laid-back and informal at the other extreme. You can achieve a tone that is conversational but still businesslike by following these guidelines:

Understand the difference between texting and writing. The casual, acronym-laden language used in text messaging and instant messaging between friends is not considered professional business writing. Texting style is an ef�icient way for friends to communicate—particularly taking into account the limitations of a phone keypad—but if you want to be taken seriously in business, you simply cannot write like this on the job.

TABLE 5.2 Finding the Right Tone Tone (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term16)

Example

Stuffy: too formal for today’s audiences Dear Ms. Navarro:

Enclosed please �ind the information that was requested during our telephone communication of May 14. As was mentioned at that time, Midville Hospital has signi�icantly more doctors of exceptional quality than any other health facility in the state.

As you were also informed, our organization has quite an impressive network of doctors and other health-care professionals with of�ices located throughout the state. In the event that you should need a specialist, our professionals will be able to make an appropriate recommendation.

In the event that you have questions or would like additional information, you may certainly contact me during regular business hours.

Most sincerely yours,

Samuel G. Berenz

Conversational: just right for most business communication Dear Ms. Navarro:

Here’s the information you requested during our phone conversation on Friday. As I mentioned, Midville Hospital has the highest-rated doctors and more of them than any other hospital in the state.

In addition, we have a vast network of doctors and other health professionals with of�ices throughout the state. If you need a specialist, they can refer you to the right one.

If you would like more information, please call any time between 9:00 and 5:00, Monday through Friday.

Sincerely,

Samuel G. Berenz

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Tone (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term16)

Example

Unprofessional: too casual for business communication

Here’s the 411 you requested. IMHO, we have more and better doctors than any other hospital in the state.

FYI, we also have a large group of doctors and other health professionals w/of�ices close to U at work/home. If U need a specialist, they’ll refer U to the right one.

Any? just ring or msg.

L8R,

S

Avoid stale and pompous language. Most companies now shy away from such dated phrases as “attached please �ind” and “please be advised that.” Similarly, avoid using obscure words, stale or clichéd expressions, and overly complicated sentences designed only to impress others (see Table 5.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec9#ch5tab3) ).

TABLE 5.3 Weeding Out Obsolete Phrases Obsolete Phrase Up-to-Date Replacement

we are in receipt of we received

kindly advise please let me/us know

attached please �ind enclosed is or I/we have enclosed

it has come to my attention I have just learned or [someone] has just informed me

the undersigned I/we

in due course (specify a time or date)

permit me to say that (omit; just say whatever you need to say)

pursuant to (omit; just say whatever you need to say)

in closing, I’d like to say (omit; just say whatever you need to say)

we wish to inform you that (omit; just say whatever you need to say)

please be advised that (omit; just say whatever you need to say)

Avoid preaching and bragging. Readers tend to get irritated by know-it-alls who like to preach or brag. However, if you need to remind your audience of something that should be obvious, try to work in the information casually, perhaps in the middle of a paragraph, where it will sound like a secondary comment rather than a major revelation.

Be careful with intimacy. Business messages should generally avoid intimacy, such as sharing personal details or adopting a casual, unprofessional tone. However, when you have a close relationship with audience members, such as among the members of a close-knit team, a more intimate tone is sometimes appropriate and even expected.

Be careful with humor. Humor can easily back�ire and divert attention from your message. If you don’t know your audience well or you’re not skilled at using humor in a business setting, don’t use it at all. Avoid humor in formal messages and when you’re communicating across cultural boundaries.

Audiences can understand and act on plain language without reading it over and over.

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USING PLAIN LANGUAGE An important aspect of creating a conversational tone is using plain language (or plain English speci�ically when English is involved). Plain language presents information in a simple, unadorned style that allows your audience to easily grasp your meaning—language that recipients “can read, understand and act upon the �irst time they read it.”9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note9) You can see how this de�inition supports using the “you” attitude and shows respect for your audience. In addition, plain language can make companies more productive and more pro�itable because people spend less

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time trying to �igure out messages that are confusing or aren’t written to meet their needs.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note10) Finally, plain language helps nonnative speakers read your messages.

Creative Commons, a not-for-pro�it organization that provides content creators with an alternative to traditional copyright law, offers a great example of adapting to readers with plain language. Its licensing terms are available in three versions: a complete “legal code” document that spells out contractual details in speci�ic legal terms that meet the needs of legal professionals, a “human readable” version that explains the licensing terms in nontechnical language that anyone can understand, and a “machine readable” version �ine-tuned for search engines and other systems (see Figure 5.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec9#ch5�ig3) ).11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note11)

Figure 5.3 Plain Language at Creative Commons

Creative Commons uses this diagram and text to explain the differences among its three versions of content licenses.

Source: Creative Commons

TABLE 5.4 Choosing Active or Passive Voice In general, avoid passive voice in order to make your writing lively and direct.

Dull and Indirect in Passive Voice Lively and Direct in Active Voice

The new procedure was developed by the operations team. The operations team developed the new procedure.

Legal problems are created by this contract. This contract creates legal problems.

Reception preparations have been undertaken by our PR people for the new CEO’s arrival.

Our PR people have begun planning a reception for the new CEO.

However, passive voice is helpful when you need to be diplomatic or want to focus attention on problems or solutions rather than on people.

Accusatory or Self-Congratulatory in Active Voice More Diplomatic in Passive Voice

You lost the shipment. The shipment was lost.

I recruited seven engineers last month. Seven engineers were recruited last month.

We are investigating the high rate of failures on the �inal assembly line. The high rate of failures on the �inal assembly line is beinginvestigated.

SELECTING THE ACTIVE OR PASSIVE VOICE Your choice of the active or passive voice affects the tone of your message. In active voice (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term2) , the subject performs the action and the object receives the action: “Jodi sent the email message.” In passive voice (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term13) , the subject receives the action: “The email message was sent by Jodi.” As you can see, the passive voice combines the helping verb to be with a form of the verb that is usually similar to the past tense.

Using the active voice helps make your writing more direct, livelier, and easier to read (see Table 5.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec9#ch5tab4) ). In contrast, the passive voice is often cumbersome, can be unnecessarily

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vague, and can make sentences overly long. In most cases, the active voice is your best choice.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note12) Nevertheless, using the passive voice can help you demonstrate the “you” attitude in some situations:

When you want to be diplomatic about pointing out a problem or an error of some kind (the passive version seems less like an accusation)

Active sentences are usually stronger than passive ones.

When you want to point out what’s being done without taking or attributing either the credit or the blame (the passive version shifts the spotlight away from the person or persons involved)

When you want to avoid personal pronouns in order to create an objective tone (the passive version may be used in a formal report, for example)

Use passive sentences to soften bad news, to put yourself in the background, or to create an impersonal tone when needed.

The second half of Table 5.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec9#ch5tab4) illustrates several other situations in which the passive voice helps you focus your message on your audience.

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4 LEARNING OBJECTIVE Describe how to select words that are both correct and effective.

5.4 Composing Your Message: Choosing Powerful Words After you have decided how to adapt to your audience, you’re ready to begin composing your message. As you write your �irst draft, let your creativity �low. Don’t try to write and edit at the same time or worry about getting everything perfect. Make up words if you can’t think of the right word, draw pictures, talk out loud —do whatever it takes to get the ideas out of your head and onto screen or paper. If you’ve scheduled carefully, you should have time to revise and re�ine the material later. In fact, many writers �ind it helpful to establish a personal rule of never showing a �irst draft to anyone. By working in this “safe zone,” away from the critical eyes of others, your mind will stay free to think clearly and creatively.

If you get stuck and feel unable to write, try to overcome writer’s block by jogging your brain in creative ways. The introduction is often the hardest part to write, so put it aside and work on whichever parts of the document you’re most comfortable with at any given moment. In most cases, you don’t need to write the sections in any particular order.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note13) Work on nontext elements such as graphics or your cover page. Revisit your purpose and con�irm your intent in writing the message. Give yourself a mental break by switching to a different project. Sometimes all you need to do is start writing without worrying about the words you’re using or how they will sound to the audience. Words will start �lowing, your mind will engage, and the writing will come easier.

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You may �ind it helpful to hone your craft by viewing your writing at three levels: strong words, effective sentences, and coherent paragraphs. Starting at the word level, successful writers pay close attention to the correct use of words.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note14) If you make errors of grammar or usage, you lose credibility with your audience—even if your message is otherwise correct. Poor grammar suggests to readers that you’re unprofessional, and they may choose not to trust you as a result. Moreover, poor grammar may imply that you don’t respect your audience enough to get things right.

Correctness is the �irst consideration when choosing words.

The rules of grammar and usage can be a source of worry for writers because some of them are complex and some evolve over time. Even professional editors and grammarians occasionally have questions about correct usage, and they may disagree about the answers. For example, the word data is the plural form of datum, yet some experts now prefer to treat data as a singular noun when it’s used in nonscienti�ic material to refer to a body of facts or �igures.

With practice, you’ll become more skilled in making correct choices over time. If you have doubts about what is correct, you have many ways to �ind the answer. Check the Handbook of Grammar, Mechanics, and Usage at the end of this book, or consult the many special reference books and resources available in libraries, in bookstores, and on the Internet.

MOBILE APPS

Dragon Dictation uses voice recognition to convert speech to text at up to �ive times faster than typing.

In addition to using words correctly, successful writers and speakers take care to use the most effective words and phrases. Selecting and using words effectively is often more challenging than using words correctly because doing so is a matter of judgment and experience. Careful writers continue to work at their craft to �ind words that communicate with power (see Figure 5.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec13#ch5�ig4) ).

Effectiveness is the second consideration when choosing words.

UNDERSTANDING DENOTATION AND CONNOTATION A word may have both a denotative and a connotative meaning. The denotative meaning (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term11) is the literal, or dictionary, meaning. The connotative meaning (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term8) includes all the associations and feelings evoked by the word.

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The denotative meaning of desk is “a piece of furniture with a �lat work surface and various drawers for storage.” The connotative meaning of desk may include thoughts associated with work or study, but the word desk has fairly neutral connotations—neither strong nor emotional. However, some words have much stronger connotations than others and should be used with care. For example, the connotations of the word fail are negative and can have a dramatic emotional impact. If you say the sales department failed to meet its annual quota, the connotative meaning suggests that the group is inferior, incompetent, or below some standard of performance. However, the reason for not achieving 100 percent might be an inferior product, incorrect pricing, or some other factor outside the control of the sales department. In contrast, by saying the sales department achieved 85 percent of its quota, you clearly communicate that the results were less than expected without triggering all the negative emotions associated with failure.

BALANCING ABSTRACT AND CONCRETE WORDS

The more abstract a word is, the more it is removed from the tangible, objective world of things that can be perceived with the senses.

Words vary dramatically in their degree of abstraction or concreteness. An abstract word (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term1) expresses a concept, quality, or characteristic. Abstractions are usually broad, encompassing a category of ideas, and they are often intellectual, academic, or philosophical. Love, honor, progress, tradition, and beauty are abstractions, as are such important business concepts as productivity, pro�its, quality, and motivation. In contrast, a concrete word (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term7) stands for something you can touch, see, or visualize. Most concrete terms are anchored in the tangible, material world. Chair, table, horse, rose, kick, kiss, red, green, and two are concrete words; they are direct, clear, and exact. Incidentally, technology continues to generate new words and new meanings that describe things that don’t have a physical presence but are nonetheless concrete: software, database, and website are all concrete terms as well.

Figure 5.4 Choosing Powerful Words

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Notice how careful word choices help this excerpt from a report published by the American Institute of Certi�ied Public Accountants make a number of important points. The tone is formal, which is appropriate for a report with global, public readership. (GAAP refers to accounting standards currently used in the United States; IFRS refers to international standards.)

As you can imagine, abstractions tend to cause more trouble for writers and readers than concrete words. Abstractions tend to be “fuzzy” and can be interpreted differently, depending on the audience and the circumstances. The best way to minimize such problems is to blend abstract terms with concrete ones, the general with the speci�ic. State the concept, then pin it down with details expressed in more concrete terms. Save the abstractions for ideas that cannot be expressed any other way. In addition, abstract words such as small, numerous, sizable, near, soon, good, and �ine are imprecise, so try to replace them with terms that are more accurate. Instead of referring to a sizable loss, give an exact number.

Try to use words that are powerful and familiar.

FINDING WORDS THAT COMMUNICATE WELL By practicing your writing, learning from experienced writers and editors, and reading extensively, you’ll �ind it easier to choose words that communicate exactly what you want to say. When you compose your business messages, think carefully to �ind the most powerful words for each situation and to avoid obscure words, clichés, and buzzwords that are turning into clichés (see Table 5.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec13#ch5tab5) ):

TABLE 5.5 Selected Examples of Finding Powerful Words Potentially Weak Words and Phrases Stronger Alternatives (Effective Usage Depends on the Situation)

Increase (as a verb) Accelerate, amplify, augment, enlarge, escalate, expand, extend, magnify, multiply, soar, swell

Decrease (as a verb) Curb, cut back, depreciate, dwindle, shrink, slacken

Large, small (use a speci�ic number, such as $100 million)

Good Admirable, bene�icial, desirable, �lawless, pleasant, sound, superior, worthy

Bad Abysmal, corrupt, de�icient, �lawed, inadequate, inferior, poor, substandard, worthless

We are committed to providing . . . We provide . . .

It is in our best interest to . . . We should . . .

Unfamiliar Words Familiar Words

Ascertain Find out, learn

Consummate Close, bring about

Peruse Read, study

Circumvent Avoid

Unequivocal Certain

Clichés and Buzzwords Plain Language

An uphill battle A challenge

Writing on the wall Prediction

Call the shots Lead

Take by storm Attack

Costs an arm and a leg Expensive

A new ball game Fresh start

Fall through the cracks Be overlooked

Think outside the box Be creative

Run it up the �lagpole Find out what people think about it

Eat our own dog food Use our own products

Mission-critical Vital

Disintermediate Get rid of

Green light (as a verb) Approve

Architect (as a verb) Design

Space (as in, “we compete in the XYZ space”)Market or industry

Blocking and tackling Basic skills

Trying to boil the ocean Working frantically but without focus

Human capital People, employees, workforce

Low-hanging fruit Tasks that are easy to complete or sales that are

easy to close

Pushback Resistance

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Choose strong, precise words. Choose words that express your thoughts clearly, speci�ically, and dynamically. If you �ind yourself using a lot of adjectives and adverbs, you’re probably trying to compensate for weak nouns and verbs. Saying that sales plummeted is stronger and more ef�icient than saying sales dropped dramatically or sales experienced a dramatic drop.

Choose familiar words. You’ll communicate best with words that are familiar to both you and your readers. Efforts to improve a situation certainly can be ameliorative, but saying they are helpful is a lot more effective. Moreover, trying to use an unfamiliar word for the �irst time in an important document can lead to embarrassing mistakes.

Avoid clichés and be careful with buzzwords. Although familiar words are generally the best choice, avoid clichés—terms and phrases so common that they have lost some of their power to communicate. Buzzwords, newly coined terms often associated with technology, business, or cultural changes, are slightly more dif�icult to handle than clichés, but in small doses and in the right situation, they can be useful. The careful use of a buzzword can signal that you’re an insider, someone in the know.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note15) However, buzzwords quickly become clichés, and using them too late in their “life cycle” can mark you as an outsider desperately trying to look like an insider. When people use clichés and overuse buzzwords, they often sound as though they don’t know how to express themselves otherwise and don’t invest the energy required for original writing.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note16)

Use jargon carefully. Jargon, the specialized language of a particular profession or industry, has a bad reputation, but it’s not always bad. Using jargon is usually an ef�icient way to communicate within the speci�ic groups that understand these terms. After all, that’s how jargon develops in the �irst place, as people with similar interests devise ways to communicate complex ideas quickly. For instance, when a recording engineer wants to communicate that a particular piece of music is devoid of reverberation and other sound effects, it’s a lot easier to simply describe the track as “dry.” Of course, to people who aren’t familiar with such insider terms, jargon is meaningless and intimidating—one more reason it’s important to understand your audience before you start writing.

Avoid clichés, be extremely careful with trendy buzzwords, and use jargon only when your audience is completely familiar with it.

MOBILE APPS

The Advanced English Dictionary and Thesaurus helps you �ind the right word by organizing words according to their relationship with other words.

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5 LEARNING OBJECTIVE De�ine the four types of sentences, and explain how sentence style affects emphasis within a message.

5.5 Composing Your Message: Creating Effective Sentences Arranging your carefully chosen words in effective sentences is the next step in creating powerful messages. Start by selecting the best type of sentence to communicate each point you want to make.

CHOOSING FROM THE FOUR TYPES OF SENTENCES Sentences come in four basic varieties: simple, compound, complex, and compound-complex. A simple sentence (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term14) has one main clause (a single subject and a single predicate), although it may be expanded by nouns and pronouns that serve as objects of the action and by modifying phrases. Here’s an example with the subject noun underlined once and the predicate verb underlined twice:

A simple sentence has one main clause.

Pro�its increased in the past year.

A compound sentence (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term5) has two main clauses that express two or more independent but related thoughts of equal importance, usually joined by and, but, or or. In effect, a compound sentence is a merger of two or more simple sentences (independent clauses) that are related. For example:

A compound sentence has two main clauses.

Wage rates have declined by 5 percent, and employee turnover has been high.

The independent clauses in a compound sentence are always separated by a comma or by a semicolon (in which case the conjunction—and, but, or—is dropped).

A complex sentence (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term4) expresses one main thought (the independent clause) and one or more subordinate, related thoughts (dependent clauses that cannot stand alone as valid sentences). Independent and dependent clauses are usually separated by a comma. In this example, “Although you may question Gerald’s conclusions” is a subordinate thought expressed in a dependent clause:

A complex sentence has one main clause and one subordinate clause.

Although you may question Gerald’s conclusions, you must admit that his research is thorough.

A compound-complex sentence (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term6) has two main clauses, at least one of which contains a subordinate clause:

A compound-complex sentence has two main clauses and at least one dependent clause.

Pro�its increased 35 percent in the past year, so although the company faces long-term challenges, I agree that its short-term prospects look quite positive.

When constructing sentences, choose the form that matches the relationship of the ideas you want to express. If you have two ideas of equal importance, express them as two simple sentences or as one compound sentence. However, if one of the ideas is less important than the other, place it in a dependent clause to form a complex sentence. For example, although the following compound sentence uses a conjunction to join two ideas, they aren’t truly equal:

The chemical products division is the strongest in the company, and its management techniques should be adopted by the other divisions.

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By making the �irst thought subordinate to the second, you establish a cause-and-effect relationship and emphasize the more important idea (that the other divisions should adopt the chemical division’s management techniques):

Because the chemical products division is the strongest in the company, its management techniques should be adopted by the other divisions.

In addition to selecting the best type for each thought you want to express, using a variety of sentence types throughout a document can make your writing more interesting and effective. For example, if you use too many simple sentences in a row, you may struggle to properly express the relationships among your ideas, and your writing will sound choppy and abrupt. At the other extreme, a long series of compound, complex, or compound-complex sentences can be tiring to read.

Maintain some variety among the four sentence types to keep your writing from getting choppy (too many short, simple sentences) or exhausting (too many long sentences).

Emphasize speci�ic parts of sentences by

Devoting more words to them

Putting them at the beginning or at the end of the sentence

Making them the subject of the sentence

USING SENTENCE STYLE TO EMPHASIZE KEY THOUGHTS In every message of any length, some ideas are more important than others. You can emphasize these key ideas through your sentence style. One obvious technique is to give important points the most space. When you want to call attention to a thought, use extra words to describe it. Consider this sentence:

The chairperson called for a vote of the shareholders.

To emphasize the importance of the chairperson, you might describe her more fully:

Having considerable experience in corporate takeover battles, the chairperson called for a vote of the shareholders.

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Practical tips for more-effective sentences

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You can increase the emphasis even more by adding a separate, short sentence to augment the �irst:

The chairperson called for a vote of the shareholders. She has considerable experience in corporate takeover battles.

You can also call attention to a thought by making it the subject of the sentence. In the following example, the emphasis is on the person:

I can write letters much more quickly by using voice dictation.

However, by changing the subject, the voice dictation capability takes center stage:

Using voice dictation enables me to write letters much more quickly.

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Another way to emphasize an idea (in this instance, the idea of stimulating demand) is to place it either at the beginning or at the end of a sentence:

Less emphatic: We are cutting the price to stimulate demand.

More emphatic: To stimulate demand, we are cutting the price.

In complex sentences, the placement of the dependent clause hinges on the relationship between the ideas expressed. If you want to emphasize the subordinate idea, put the dependent clause at the end of the sentence (the most emphatic position) or at the beginning (the second most emphatic position). If you want to downplay the idea, put the dependent clause within the sentence:

The best placement of the dependent clause depends on the relationship between the ideas in the sentence.

Most emphatic: The electronic parts are manufactured in Mexico, which has lower wage rates than the United States.

Emphatic: Because wage rates are lower in Mexico than in the United States, the electronic parts are manufactured there.

Least emphatic: Mexico, which has lower wage rates than the United States, was selected as the production site for the electronic parts.

Techniques such as these give you a great deal of control over the way your audience interprets what you have to say.

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6 LEARNING OBJECTIVE De�ine the three key elements of a paragraph, and list �ive ways to develop uni�ied, coherent paragraphs.

5.6 Composing Your Message: Crafting Uni�ied, Coherent Paragraphs Paragraphs organize sentences related to the same general topic. Readers expect every paragraph to be uni�ied—focusing on a single topic—and coherent— presenting ideas in a logically connected way. By carefully arranging the elements of each paragraph, you help your readers grasp the main idea of your document and understand how the speci�ic pieces of support material back up that idea.

CREATING THE ELEMENTS OF A PARAGRAPH Paragraphs vary widely in length and form, but a typical paragraph contains three basic elements: a topic sentence, support sentences that develop the topic, and transitional words and phrases.

MOBILE APPS

Pages is a full-featured word processing app for iOS devices.

Topic Sentence

Figure 5.5 Topic Sentences

In this blog post, informative subheadings function as topic sentences for the paragraphs that follow.

Source: Ignite Social Media

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An effective paragraph deals with a single topic, and the sentence that introduces that topic is called the topic sentence (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term17) (see Figure 5.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec20#ch5�ig5) ). In informal and creative writing, the topic sentence may be implied rather than stated. In business writing, the topic sentence is generally explicit and is often the �irst sentence in the paragraph. The topic sentence gives readers a summary of the general idea that will be covered in the rest of the paragraph. The following examples show how a topic sentence can introduce the subject and suggest the way the subject will be developed:

The medical products division has been troubled for many years by public relations problems. [In the rest of the paragraph, readers will learn the details of the problems.]

To get a refund, please supply us with the following information. [The details of the necessary information will be described in the rest of the paragraph.]

Most paragraphs consist of

A topic sentence that reveals the subject of the paragraph

Related sentences that support and expand the topic

Transitions that help readers move between sentences and paragraphs

In addition to helping your readers, topic sentences help you as a writer because they remind you of the purpose of each paragraph and thereby encourage you to stay focused. In fact, a good way to test the effectiveness of your writing is to prepare a summary version that consists of only the �irst sentences of all your paragraphs. If this summary communicates the essence of your message in a sensible, compelling way, you’ve probably done a good job of presenting your information.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note17)

Support Sentences

In most paragraphs, the topic sentence needs to be explained, justi�ied, or extended with one or more support sentences. These related sentences must all have a bearing on the general subject and must provide enough speci�ic details to make the topic clear:

The medical products division has been troubled for many years by public relations problems. Since 2014, the local newspaper has published 15 articles that portray the division in a negative light. We have been accused of everything from mistreating laboratory animals to polluting the local groundwater. Our facility has been described as a health hazard. Our scientists are referred to as “Frankensteins,” and our pro�its are considered “obscene.”

The support sentences are all more speci�ic than the topic sentence. Each one provides another piece of evidence to demonstrate the general truth of the main thought. Also, each sentence is clearly related to the general idea being developed, which gives the paragraph unity. A paragraph is well developed if it contains enough information to make the topic sentence understood and convincing, and if it doesn’t contain any extraneous, unrelated sentences.

Transitions

Transitions (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5term18) connect ideas by showing how one thought is related to another. They also help alert the reader to what lies ahead so that shifts and changes don’t cause confusion. In addition to helping readers understand the connections you’re trying to make, transitions give your writing a smooth, even �low.

Depending on the speci�ic need within a document, transitional elements can range in length from a single word to an entire paragraph or more. You can establish transitions in a variety of ways:

Use connecting words. Use conjunctions such as and, but, or, nevertheless, however, in addition, and so on.

Echo a word or phrase from a previous paragraph or sentence. “A system should be established for monitoring inventory levels. This system will provide . . .”

Use a pronoun that refers to a noun used previously. “Ms. Arthur is the leading candidate for the president’s position. She has excellent quali�ications.”

Use words that are frequently paired. “The machine has a minimum output of . . . Its maximum output is . . .”

Transitional elements include

Connecting words (conjunctions)

Repeated words or phrases

Pronouns

Words that are frequently paired

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Some transitions serve as mood changers, alerting the reader to a change in mood from the previous material. Some announce a total contrast with what’s gone on before, some announce a causal relationship, and some signal a change in time. Here is a list of transitions frequently used to move readers smoothly between clauses, sentences, and paragraphs:

Additional detail: moreover, furthermore, in addition, besides, �irst, second, third, �inally

Cause-and-effect relationship: therefore, because, accordingly, thus, consequently, hence, as a result, so

Comparison: similarly, here again, likewise, in comparison, still

Contrast: yet, conversely, whereas, nevertheless, on the other hand, however, but, nonetheless

Condition: although, if

Illustration: for example, in particular, in this case, for instance

Time sequence: formerly, after, when, meanwhile, sometimes

Intensi�ication: indeed, in fact, in any event

Summary: in brief, in short, to sum up

Repetition: that is, in other words, as mentioned earlier

Consider using a transition whenever it could help the reader understand your ideas and follow you from point to point. You can use transitions inside paragraphs to tie related points together and between paragraphs to ease the shift from one distinct thought to another. In longer reports, a transition that links major sections or chapters may be a complete paragraph that serves as a mini-introduction to the next section or as a summary of the ideas presented in the section just ending. Here’s an example:

Given the nature of this product, our alternatives are limited. As the previous section indicates, we can stop making it altogether, improve it, or continue with the current model. Each of these alternatives has advantages and disadvantages, which are discussed in the following section.

This paragraph makes it clear to the reader that the analysis of the problem (offered in the previous section) is now over and that the document is making a transition to an analysis of the possible solutions (to be offered in the next section).

CHOOSING THE BEST WAY TO DEVELOP EACH PARAGRAPH

Five ways to develop paragraphs:

Illustration

Comparison or contrast

Cause and effect

Classi�ication

Problem and solution

You have a variety of options for developing paragraphs, each of which can convey a speci�ic type of idea. Five of the most common approaches are illustration, comparison or contrast, cause and effect, classi�ication, and problem and solution (see Table 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5tab6) ).

In some instances, combining approaches in a single paragraph is an effective strategy. Notice how the example provided for “Problem and solution” in Table 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5tab6) also includes an element of illustration by listing some of the unique products that could be part of the proposed solution. However, when combining approaches, do so carefully so that you don’t lose readers partway through the paragraph.

In addition, before settling for the �irst approach that comes to mind, consider the alternatives. Think through various methods before committing yourself, or even write several test paragraphs to see which method works best. By avoiding the easy habit of repeating the same old paragraph pattern time after time, you can keep your writing fresh and interesting.

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7 LEARNING OBJECTIVE List �ive techniques for writing effective messages for mobile readers.

5.7 Writing Messages for Mobile Devices One obvious adaptation to make for audiences using mobile devices is to modify the design and layout of your messages to �it smaller screen sizes and different user interface features (see Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) ). However, modifying your approach to writing is also an important step. Reading is more dif�icult on small screens, and consequently users’ ability to comprehend what they read on mobile devices is lower than it is on larger screens.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note18) Use these �ive techniques to make your mobile messages more effective:

TABLE 5.6 Five Techniques for Developing Paragraphs Technique Description Example

Illustration Giving examples that demonstrate the general idea

Some of our most popular products are available through local distributors. For example, Everett & Lemmings carries our frozen soups and entrees. The J. B. Green Company carries our complete line of seasonings, as well as the frozen soups. Wilmont Foods, also a major distributor, now carries our new line of frozen desserts.

Comparison or contrast

Using similarities or differences to develop the topic

When the company was small, the recruiting function could be handled informally. The need for new employees was limited, and each manager could comfortably screen and hire her or his own staff. However, our successful bid on the Owens contract means that we will be doubling our labor force over the next six months. To hire that many people without disrupting our ongoing activities, we will create a separate recruiting group within the human resources department.

Cause and effect

Focusing on the reasons for something

The heavy-duty fabric of your Wanderer tent probably broke down for one of two reasons: (1) a sharp object punctured the fabric, and without reinforcement, the hole was enlarged by the stress of pitching the tent daily for a week or (2) the �ibers gradually rotted because the tent was folded and stored while still wet.

Classi�icationShowing how a general idea is broken into speci�ic categories

Successful candidates for our supervisor trainee program generally come from one of several groups. The largest group by far consists of recent graduates of accredited business management programs. The next largest group comes from within our own company, as we try to promote promising staff workers to positions of greater responsibility. Finally, we occasionally accept candidates with outstanding supervisory experience in related industries.

Problem and solution

Presenting a problem and then discussing the solution

Selling handmade toys online is a challenge because consumers are accustomed to buying heavily advertised toys from major chain stores or well-known websites such as Amazon.com (http://Amazon.com) . However, if we develop an appealing website, we can compete on the basis of product novelty and quality. In addition, we can provide unusual crafts at a competitive price: a rocking horse of birch, with a hand-knit tail and mane; a music box with the child’s name painted on the top; and a real teepee, made by Native American artisans.

Use a linear organization. In a printed document or on a larger screen, readers can easily take in multiple elements on a page, such as preview or summary boxes, tables and other supporting visuals, and sidebars with related information. All these elements are in view at the same time, so readers can jump around the page to read various parts without feeling lost. However, with small mobile device screens, a complicated organization requires readers to zoom in and out and pan around to see all these elements at readable text sizes. This makes reading slower and raises the odds that readers will get disoriented and lose the thread of the message because they can’t see the big picture. To simplify reading, organize with a linear �low from the top to the bottom of the message or article.

To write effectively for mobile devices

Use a linear organization

Prioritize information

Write short, focused messages

Use short subject lines and headings

Use short paragraphs

Prioritize information. Small screens make it dif�icult for readers to scan the page to �ind the information they want most. Prioritize the information based on what you know about their needs and put that information �irst.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note19) Use the inverted pyramid style favored by journalists, in which you reveal the most important information brie�ly at �irst and then provide successive layers of detail that readers can consume if they want. Note that you may need to avoid using the indirect approach (see page 107 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#page_107) ) if your message is complicated, because it will be more dif�icult for readers to follow your chain of reasoning.

Write shorter and more-focused messages and documents. Mobile users often lack the patience or opportunity to read lengthy messages or documents, so keep it short.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note20) In some cases, this could require you to write

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two documents, a shorter executive summary (see page 400 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec12#page_400) ) for mobile use and a longer supporting document that readers can access with their PCs if they want more details.

Use shorter subject lines and headings. Mobile devices, particularly phones, can’t display as many characters in a single line of text as the typical computer screen can. Depending on the app or website, email subject lines and page headings will be truncated or will wrap around to take up multiple lines. Both formats make reading more dif�icult.

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Usability experts at Nielsen Norman Group offer dozens of research-based articles on effective communication using mobile devices and other technologies. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

Under “Students,” click on “Learn More.”

Figure 5.6 Writing for Mobile Devices

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Messages and documents created for printed pages and full-sized screen can be dif�icult and frustrating on mobile devices (Figures 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5�ig6) a and 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5�ig6) b). For mobile audiences, rewrite with short headlines and concise, linear content (Figure 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5�ig6) c).

Source: Microsoft Of�ice 365

A good rule of thumb is to keep subject lines and headlines to around 25 characters.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note21) This doesn’t give you much text to work with, so make every word count and make sure you start with the key words so readers can instantly see what the subject line or heading is about.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note22)

Use shorter paragraphs. In addition to structuring a message according to discrete blocks of information, paragraphs have a visual role in written communication as well. Shorter paragraphs are less intimidating and let readers take frequent “micro rests” as they move through a document. Because far less text is displayed at once on a mobile screen, keep paragraphs as short as possible so readers don’t have to swipe through screen after screen before getting to paragraph breaks.

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Compare the two messages in Figure 5.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec26#ch5�ig6) to get a sense of how to write reader-friendly mobile content.

For a reminder of the tasks involved in writing messages, see “Checklist: Writing Business Messages.”

CHECKLIST ✓ Writing Business Messages A. Adapt to your audience.

Use the “you” attitude.

Maintain good etiquette through polite communication.

Emphasize the positive whenever possible.

Use bias-free language.

Establish credibility in the eyes of your audience.

Project your company’s preferred image.

Use a conversational but still professional and respectful tone.

Use plain language for clarity.

B. Compose your message.

Choose strong words that communicate ef�iciently.

Pay attention to the connotative meaning of your words.

Balance abstract and concrete terms to convey your meaning accurately.

Avoid clichés and trendy buzzwords.

Use jargon only when your audience understands it and prefers it.

Vary your sentence structure for impact and interest.

Develop coherent, uni�ied paragraphs.

Use transitions generously to help your audience follow your message.

As needed adapt your writing for the limitations of mobile devices.

COMMUNICATION CHALLENGES AT She Takes on the World Natalie MacNeil recently hired you as an assistant editor at her multiauthor blog, She Takes on the World. One of your responsibilities is to review the work of guest bloggers and suggest improvements. Use what you’ve learned in this chapter to address these writing challenges.

INDIVIDUAL CHALLENGE: A guest blogger included the following sentence in a draft that aims to give entrepreneurs a realistic expectation about getting funding from venture capitalists: “Venture capitalists, who fund only a tiny percentage of all new companies, can provide valuable management expertise and industry connections in addition to start-up funds.” How would you rewrite the sentence to put more emphasis on the fact that venture capitalists fund very few companies and most entrepreneurs can’t count on getting funding from them?

TEAM CHALLENGE: You’re reviewing a draft that encourages college students who are about to graduate to consider starting a business rather than applying for conventional jobs. The writer has two main reasons for making this suggestion. First, the current job market is tough in many professions, and some graduates will be forced to take jobs that are outside their intended �ields and perhaps below the level of their quali�ications. Second, the nature of employment is changing in many professions and industries, and many companies now engage independent contractors (also known as freelancers) for short durations, rather than hiring employees for the long term. Which of these statements is the most sensitive to the audience’s needs as they relate to this speci�ic topic? What speci�ic words and phrases make it the most sensitive?

a. The job market remains slow in many industries and professions, so you should seriously consider creating your own job by starting a small company and setting up shop as an independent contractor.

b. The job market remains slow in many industries and professions, and many of those jobs aren’t coming back even when the economy fully recovers. Chances are you’ll end up working as an independent contractor at some point anyway, so you might as well do it now.

c. What could be more fun than creating your own job the minute you graduate?

d. Chances are you’ll be facing a tough job market when you graduate, and many traditional jobs are converting to contract work. Why not convert a challenge into opportunity and create your own job?

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Quick Learning Guide

KEY TERMS abstract word Word that expresses a concept, quality, or characteristic; abstractions are usually broad active voice Sentence structure in which the subject performs the action and the object receives the action bias-free language Language that avoids words and phrases that categorize or stigmatize people in ways related to gender, race, ethnicity, age, or disability complex sentence Sentence that expresses one main thought (the independent clause) and one or more subordinate, related thoughts (dependent clauses that

cannot stand alone as valid sentences) compound sentence Sentence with two main clauses that express two or more independent but related thoughts of equal importance, usually joined by and,

but, or or compound-complex sentence Sentence with two main clauses, at least one of which contains a subordinate clause concrete word Word that represents something you can touch, see, or visualize; most concrete terms related to the tangible, material world connotative meaning All the associations and feelings evoked by a word conversational tone The tone used in most business communication; it uses plain language that sounds businesslike without being stuffy at one extreme or too

laid-back and informal at the other extreme credibility A measure of your believability, based on how reliable you are and how much trust you evoke in others denotative meaning The literal, or dictionary, meaning of a word euphemisms Words or phrases that express a thought in milder terms passive voice Sentence structure in which the subject receives the action simple sentence Sentence with one main clause (a single subject and a single predicate) style The choices you make to express yourself: the words you select, the manner in which you use those words in sentences, and the way you build paragraphs

from individual sentences tone The overall impression in your messages, created by the style you use topic sentence Sentence that introduces that topic of a paragraph transitions Words or phrases that tie together ideas by showing how one thought is related to another

SUMMARY OF LEARNING OBJECTIVES 1 Identify the four aspects of being sensitive to audience needs when writing business _ messages. First, the “you” attitude refers to speaking and writing in terms of your audience’s wishes, interests, hopes, and preferences rather than your own. Writing with this attitude is essential to effective communication because it shows your audience that you have their needs in mind, not just your own. Second, good etiquette not only indicates respect for your audience, but also helps foster a more successful environment for communication by minimizing negative emotional reaction. Third, sensitive communicators understand the difference between delivering negative news and being negative. Without hiding the negative news, they look for ways to emphasize positive aspects. Fourth, being sensitive includes taking care to avoid biased language that unfairly and even unethically categorizes or stigmatizes people in ways related to gender, race, ethnicity, age, or disability.

2 Explain how establishing your credibility and projecting your company’s image are vital aspects of building strong relationships with your audience. Whether a one-time interaction or a series of exchanges over the course of many months or years, successful communication relies on a positive relationship existing between sender and receiver. Audience responses to your messages depend heavily on your credibility—a measure of your believability, based on how reliable you are and how much trust you evoke in others. When you have established credibility with an audience, communication becomes much easier because you no longer have to spend time and energy convincing people that you are a trustworthy source of information and ideas. Project your company’s desired image when communicating with external audiences. You represent your company and therefore play a vital role in helping the company build and maintain positive relationships with all of its stakeholders.

3 Explain how to achieve a tone that is conversational but businesslike, explain the value of using plain language, and de�ine active and passive voice. To achieve a tone that is conversational but still businesslike, avoid obsolete and pompous language, avoid preaching and bragging, be careful with intimacy (sharing personal details or adopting an overly casual tone), and be careful with humor. Plain language is a way of presenting information in a simple, unadorned style so that your audience can easily grasp your meaning. By writing and speaking in plain terms, you demonstrate the “you” attitude and show respect for your audience. In the active voice, the subject performs the action and the object receives the action. In the passive voice, the subject receives the action. The passive voice combines the helping verb to be with a form of the verb that is usually in the past tense.

4 Describe how to select words that are both correct and effective. To select the best words, �irst make sure they are correct by checking grammar and usage guides. Then choose words that have few connotations (to reduce the chance of misinterpretation) and no unintended negative connotations (to reduce the chance of offending your audience). Select words that communicate clearly, speci�ically, and dynamically. Choose words that are strong and familiar, avoid clichés, be extremely careful with buzzwords, and use jargon only when your audience will understand it.

5 De�ine the four types of sentences, and explain how sentence style affects emphasis within a message. The four types of sentences are simple (one main clause), compound (two main clauses that express independent but related ideas of equal importance), complex (one main clause and one subordinate clause of lesser importance), and compound-complex (two main clauses, at least one of which contains a subordinate clause). Sentence style affects emphasis by playing up or playing down speci�ic parts of a sentence. To emphasize a certain point, you can place it at the end of the sentence or make it the subject of the sentence. To deemphasize a point, put it in the middle of the sentence.

6 De�ine the three key elements of a paragraph, and list �ive ways to develop uni�ied, coherent paragraphs. The three key elements of a paragraph are a topic sentence that identi�ies the subject of the paragraph, support sentences that develop the topic and provide examples and evidence, and transitional words and phrases that help readers connect one thought to the next. Effective paragraphs are both uni�ied (focused on a single idea) and coherent (logically organized). You can develop paragraphs through illustration (giving examples), comparison or contrast (pointing out similarities or differences), cause and effect (giving reasons), classi�ication (discussing categories), and problem and solution (stating a problem and showing how to solve it).

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7 List �ive techniques for writing effective messages for mobile readers. Five techniques for writing effective messages for mobile readers are using a linear organization so readers don’t have to jump around the screen to �ind important message elements; prioritizing information and deliver the most important information �irst; writing short, focused messages; using short subject lines and headings; and using short paragraphs.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

5-1. What is meant by the “you” attitude? [LO-1] 5-2. Why is it important to establish your credibility when communicating with an audience of strangers? [LO-2] 5-3. In what three situations is the passive voice appropriate? [LO-3] 5-4. How does an abstract word differ from a concrete word? [LO-4] 5-5. How does the denotative meaning of a word differ from its connotative meaning? [LO-4] 5-6. How can you use sentence style to emphasize key thoughts? [LO-5] 5-7. How can topic sentences help readers? [LO-6] 5-8. What functions do transitions serve? [LO-6]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

5-9. Millions of people in the United States are allergic to one or more food ingredients. Each year, thousands of these people end up in the emergency room after suffering allergic reactions, and hundreds of them die. Many of these tragic events are tied to poorly written food labels that either fail to identify dangerous allergens or use scienti�ic terms that most consumers don’t recognize.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec27#ch5note23) Do food manufacturers have a responsibility to ensure that consumers read, understand, and follow warnings on food products? Explain your answer. [LO-1]

5-10. When composing business messages, how can you communicate with an authentic voice and project your company’s image at the same time? [LO-2]

5-11. Does using plain language make you come across as less of an expert? Explain your answer. [LO-3]

5-12. Should you bother using transitions if the logical sequence of your message is obvious? Why or why not? [LO-6]

5-13. Why can it be dif�icult to use the indirect approach for a complex message that will be read on mobile devices? [LO-7]

Practice Your Skills 5-14. Messages for Analysis: Creating a Businesslike Tone [LO-1], [LO-3] Read the following email draft and then (a) analyze the strengths and weaknesses

of each sentence and (b) revise the document so that it follows this chapter’s guidelines. The message was written by the marketing manager of an online retailer of baby-related products in the hope of becoming a retail outlet for Inglesina strollers and high chairs. As a manufacturer of stylish, top- quality products, Inglesina (based in Italy) is extremely selective about the retail outlets through which it allows its products to be sold.

Our e-tailing site, www.BestBabyGear.com (http://www.BestBabyGear.com) , specializes in only the very best products for parents of newborns, infants, and toddlers. We constantly scour the world looking for products that are good enough and well-built enough and classy enough—good enough to take their place alongside the hundreds of other carefully selected products that adorn the pages of our award-winning website, www.bestbabygear.com (http://www.bestbabygear.com) . We aim for the fences every time we select a product to join this portfolio; we don’t want to waste our time with onesey- twosey products that might sell a half dozen units per annum—no, we want every product to be a top-drawer success, selling at least one hundred units per speci�ic model per year in order to justify our expense and hassle factor in adding it to the above mentioned portfolio. After careful consideration, we thusly concluded that your Inglesina lines meet our needs and would therefore like to add it.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Writing: Communicating with Sensitivity and Tact [LO-1]

Substitute a better phrase for each of the following:

5-15. You claim that

5-16. It is not our policy to

5-17. You neglected to

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5-18. In which you assert

5-19. We are sorry you are dissatis�ied

5-20. You failed to enclose

5-21. We request that you send us

5-22. Apparently you overlooked our terms

5-23. We have been very patient

5-24. We are at a loss to understand

Writing: Demonstrating the “You” Attitude [LO-1]

Rewrite these sentences to re�lect your audience’s viewpoint:

5-25. Your email order cannot be processed; we request that you use the order form on our website instead.

5-26. We insist that you always bring your credit card to the store.

5-27. We want to get rid of all our 15-inch LCD screens to make room in our warehouse for the new 19-, 23-, and 35-inch monitors. Thus, we are offering a 25 percent discount on all sales of 15-inch models this week.

5-28. I am applying for the position of bookkeeper in your of�ice. I feel my grades prove that I am bright and capable, and I think I can do a good job for you.

5-29. As requested, we are sending the refund for $25.

5-30. If you cared about doing a good job, you would’ve made the extra effort required to learn how to use the machinery properly.

5-31. Your strategy presentation this morning absolutely blew me away; there’s no way we can fail with all the brilliant ideas you’ve pulled together—I’m so glad you’re running the company now!

5-32. Regarding your email message from September 28 regarding the slow payment of your invoice, it’s important for you to realize that we’ve just undergone a massive upgrade of our accounts payable system and payments have been delayed for everybody, not just you.

5-33. I know I’m late with the asset valuation report, but I haven’t been feeling well and I just haven’t had the energy needed to work through the numbers yet.

5-34. With all the online news sources available today, I can’t believe you didn’t know that MyTravel and Thomas Cook were in merger talks—I mean, you don’t even have to get up from your computer to learn this!

Writing: Emphasizing the Positive [LO-1]

Revise these sentences to be positive rather than negative:

5-35. To avoid damage to your credit rating, please remit payment within 10 days.

5-36. We don’t offer refunds on returned merchandise that is soiled.

5-37. Because we are temporarily out of Baby Cry dolls, we won’t be able to ship your order for 10 days.

5-38. You failed to specify the color of the blouse that you ordered.

5-39. You should have realized that waterbeds will freeze in unheated houses during winter. Therefore, our guarantee does not cover the valve damage, and you must pay the $9.50 valve-replacement fee (plus postage).

Writing: Using Unbiased Language [LO-1]

Rewrite each of the following to eliminate bias:

5-40. For an Indian, Maggie certainly is outgoing.

5-41. He needs a wheelchair, but he doesn’t let his handicap affect his job performance.

5-42. A pilot must have the ability to stay calm under pressure, and then he must be trained to cope with any problem that arises.

5-43. Candidate Renata Parsons, married and the mother of a teenager, will attend the debate.

5-44. Senior citizen Sam Nugent is still an active salesman.

5-45. Writing: Establishing Your Credibility; Microblogging Skills [LO-2], Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) Search LinkedIn for the pro�ile of an expert in any industry or profession. Now imagine that you are going to introduce this person as a speaker at a convention. You will make an in-person introduction at the time of the speech, but you decide to introduce him or her the day before on Twitter. Write four tweets: one that introduces the expert and three that cover three key supporting points that will enhance the speaker’s credibility in the minds of potential listeners. Make up any information you need to complete this assignment, then email the text of your proposed tweets to your instructor.

5-46. Writing: Using Plain Language; Communication Ethics: Making Ethical Choices [LO-3], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) Your company has been a major employer in the local community for years,

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but shifts in the global marketplace have forced some changes in the company’s long-term direction. In fact, the company plans to reduce local staf�ing by as much as 50 percent over the next 5 to 10 years, starting with a small layoff next month. The size and timing of future layoffs have not been decided, although there is little doubt that more layoffs will happen at some point. In the �irst draft of a letter aimed at community leaders, you write that “this �irst layoff is part of a continuing series of staff reductions anticipated over the next several years.” However, your boss is concerned about the vagueness and negative tone of the language and asks you to rewrite that sentence to read “this layoff is part of the company’s ongoing efforts to continually align its resources with global market conditions.” Do you think this suggested wording is ethical, given the company’s economic in�luence in the community? Explain your answer in an email message to your instructor.

5-47. Writing: Creating Effective Sentences: Media Skills: Social Networking [LO-4], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) If you are interested in business, chances are you’ve had an idea or two for starting a company. If you haven’t yet, go ahead and dream up an idea now. Make it something you are passionate about, something you could really throw yourself into. Now write a four-sentence summary that could appear on the Info tab on a Facebook pro�ile. Make sure the �irst sentence is a solid topic sentence, and make sure the next three sentences offer relevant evidence and examples. Feel free to make up any details you need. Email your summary to your instructor or post it on your class blog.

Writing: Choosing Powerful Words [LO-4]

Write a concrete phrase for each of these vague phrases:

5-48. Sometime this spring

5-49. A substantial savings

5-50. A large number attended

5-51. Increased ef�iciency

5-52. Expanded the work area

5-53. Flatten the website structure

Writing: Choosing Powerful Words [LO-4]

List terms that are stronger than the following:

5-54. Ran after

5-55. Seasonal ups and downs

5-56. Bright

5-57. Suddenly rises

5-58. Moves forward

Writing: Choosing Powerful Words [LO-4]

As you rewrite these sentences, replace the clichés and buzzwords with plain language (for any terms you don’t recognize, you can �ind de�initions online):

5-59. Being a jack-of-all-trades, Dave worked well in his new general manager job.

5-60. Moving Leslie into the accounting department, where she was literally a �ish out of water, was like putting a square peg into a round hole, if you get my drift.

5-61. My only takeaway from the offsite was that Laird threw his entire department under the bus for missing the deadline.

5-62. I’d love to help with that project, but I’m bandwidth-constrained.

5-63. The board green-lighted our initiative to repurpose our consumer products for the commercial space.

Writing: Choosing Powerful Words [LO-4]

Suggest short, simple words to replace each of the following:

5-64. Inaugurate

5-65. Terminate

5-66. Utilize

5-67. Anticipate

5-68. Assistance

5-69. Endeavor

5-70. Ascertain

5-71. Procure

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5-72. Consummate

5-73. Advise

5-74. Alteration

5-75. Forwarded

5-76. Fabricate

5-77. Nevertheless

5-78. Substantial

Writing: Choosing Powerful Words [LO-4]

Write up-to-date, less-stuffy versions of these phrases; write none if you think there is no appropriate substitute or “delete” if the phrase should simply be deleted:

5-79. As per your instructions

5-80. Attached herewith

5-81. In lieu of

5-82. In reply I wish to state

5-83. Please be advised that

Writing: Creating Effective Sentences [LO-5]

Rewrite each sentence so that it is active rather than passive:

5-84. The raw data are entered into the customer relationship management system by the sales representative each Friday.

5-85. High pro�its are publicized by management.

5-86. The policies announced in the directive were implemented by the staff.

5-87. Our computers are serviced by the Santee Company.

5-88. The employees were represented by Janet Hogan.

5-89. Writing: Crafting Uni�ied, Coherent Paragraphs; Collaboration: Evaluating the Work of Others [LO-6], Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) Working with four other students, divide the following �ive topics among yourselves and each write one paragraph on your selected topic. Be sure each student uses a different technique when writing his or her paragraph: One student should use the illustration technique, one the comparison or contrast technique, one a discussion of cause and effect, one the classi�ication technique, and one a discussion of problem and solution. Then exchange paragraphs within the team and pick out the main idea and general purpose of the paragraph one of your teammates wrote. Was everyone able to correctly identify the main idea and purpose? If not, suggest how the paragraph could be rewritten for clarity.

Types of phablets available for sale

Advantages and disadvantages of eating at fast-food restaurants

Finding that �irst full-time job

Good qualities of my car (or house, or apartment, or neighborhood)

How to make a dessert (or barbecue a steak or make coffee)

Writing: Using Transitions [LO-6]

Add transitional elements to the following sentences to improve the �low of ideas. (Note: You may need to eliminate or add some words to smooth out your sentences.)

5-90. Facing some of the toughest competitors in the world, Harley-Davidson had to make some changes. The company introduced new products. Harley’s management team set out to rebuild the company’s production process. New products were coming to market and the company was turning a pro�it. Harley’s quality standards were not on par with those of its foreign competitors. Harley’s costs were still among the highest in the industry. Harley made a U-turn and restructured the company’s organizational structure. Harley’s efforts have paid off.

5-91. Whether you’re indulging in a doughnut in New York or California, Krispy Kreme wants you to enjoy the same delicious taste with every bite. The company maintains consistent product quality by carefully controlling every step of the production process. Krispy Kreme tests all raw ingredients against established quality standards. Every delivery of wheat �lour is sampled and measured for its moisture content and protein levels. Krispy Kreme blends the ingredients. Krispy Kreme tests the doughnut mix for quality. Krispy Kreme delivers the mix to its stores. Financial critics are not as kind to the company as food critics have been. Allegations of improper �inancial reporting have left the company’s future in doubt.

5-92. Media Skills: Writing for Mobile Devices [LO-7] Find an interesting website article on any business topic. Write a three-paragraph summary that would be easy to read on a phone screen.

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Expand Your Skills Critique the Professionals

Locate an example of professional communication from a reputable online source. Choose a paragraph that has at least three sentences. Evaluate the effectiveness of this paragraph at three levels, starting with the paragraph structure. Is the paragraph uni�ied and cohesive? Does it have a clear topic sentence and suf�icient support to clarify and expand on that topic? Second, evaluate each sentence. Are the sentences easy to read and easy to understand? Did the writer vary the types and lengths of sentences to produce a smooth �low and rhythm? Is the most important idea presented prominently in each sentence? Third, evaluate at least six word choices. Did the writer use these words correctly and effectively? Using whatever medium your instructor requests, write a brief analysis of the piece (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on writing effective sentences. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

5-93. One of your employees has asked to be considered for the next management position that opens up. However, you believe he currently lacks the emotional maturity needed to be an effective leader. Which of these responses would best demonstrate the “you” attitude: sparing his feelings by simply saying that you’ll consider all applications carefully or explaining that you don’t think he is ready for a leadership role? Explain your answer. [LO-1]

5-94. What steps can you take to make abstract concepts such as opportunity feel more concrete in your messages? [LO-4]

Endnotes 1. She Takes on the World website, accessed 9 June 2013, http://shetakesontheworld.com (http://shetakesontheworld.com) ; Prashanth Gopalan, “Natalie MacNeil Vs. the World,” TechVibes, 29 September 2010, www.techvibes.com (http://www.techvibes.com) ; Natalie MacNeil website, accessed 9 June 2013, http://nataliemacneil.com (http://nataliemacneil.com) ; product page for She Takes on the World: A Guide to Being Your Own Boss, Working Happy, and Living on Purpose, accessed 9 June 2013, www.amazon.com (http://www.amazon.com) ; Natalie MacNeil bio, Huf�ington Post, accessed 9 June 2013, http://www.huf�ingtonpost.com/natalie-macneil (http://www.huf�ingtonpost.com/natalie-macneil) .

2. Annette N. Shelby and N. Lamar Reinsch Jr., “Positive Emphasis and You Attitude: An Empirical Study,” Journal of Business Communication 32, no. 4 (1995): 303–322.

3. Quinn Warnick, “A Close Textual Analysis of Corporate Layoff Memos,” Business Communication Quarterly 73, no. 3 (September 2010): 322–326.

4. Sherryl Kleinman, “Why Sexist Language Matters,” Qualitative Sociology 25, no. 2 (Summer 2002): 299–304.

5. Judy E. Pickens, “Terms of Equality: A Guide to Bias-Free Language,” Personnel Journal, August 1985, 24.

6. Xerox website, accessed 12 March 2014, www.xerox.com (http://www.xerox.com) ; ADM website, accessed 12 March 2014, www.adm.com (http://www.adm.com) .

7. Lisa Taylor, “Communicating About People with Disabilities: Does the Language We Use Make a Difference?” Bulletin of the Association for Business Communication 53, no. 3 (September 1990): 65–67.

8. Susan Benjamin, Words at Work (Reading, Mass.: Addison Wesley, 1997), 136–137.

9. Plain English Campaign website, accessed 28 June 2010, www.plainenglish.co.uk (http://www.plainenglish.co.uk) .

10. Plain Language website; Irene Etzkorn, “Amazingly Simple Stuff,” presentation 7 November 2008, www.slideshare.net (http://www.slideshare.net) .

11. Creative Commons website, accessed 16 January 2011, www.creativecommons.org (http://www.creativecommons.org) .

12. Susan Jaderstrom and Joanne Miller, “Active Writing,” Of�ice Pro, November/December 2003, 29.

13. Mary Munter, Guide to Managerial Communication, 7th ed. (Upper Saddle River, N.J.: Pearson Prentice Hall, 2006), 41.

14. Portions of this section are adapted from Courtland L. Bovée, Techniques of Writing Business Letters, Memos, and Reports (Sherman Oaks, Calif.: Banner Books International, 1978), 13–90.

15. Catherine Quinn, “Lose the Of�ice Jargon; It May Sunset Your Career,” The Age (Australia), 1 September 2007, www.theage.com.au (http://www.theage.com.au) .

16. Robert Hartwell Fiske, The Dimwit’s Dictionary (Oak Park, Ill.: Marion Street Press, 2002), 16–20.

17. Beverly Ballaro and Christina Bielaszka-DuVernay, “Building a Bridge over the River Boredom,” Harvard Management Communication Letter, Winter 2005, 3– 5.

18. Jakob Nielsen, “Mobile Content Is Twice as Dif�icult,” NN/g, 28 February 2011, www.nngroup.com (http://www.nngroup.com) .

19. “Mobile Web Best Practices,” W3C website, accessed 12 March 2014, www.w3.org (http://www.w3.org) .

20. “Mobile Message Mayhem,” Verne Ordman & Associates, accessed 12 March 2014, www.businesswriting.biz (http://www.businesswriting.biz) .

21. “Mobile Message Mayhem.”

22. Marieke McCloskey, “Writing Hyperlinks: Salient, Descriptive, Start with Keyword,” NN/g, 9 March 2014, www.nngroup.com (http://www.nngroup.com) .

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23. Food Allergy Initiative website, accessed 5 September 2008, www.foodallergyinitiative.org (http://www.foodallergyinitiative.org) ; Diana Keough, “Snacks That Can Kill; Schools Take Steps to Protect Kids Who Have Severe Allergies to Nuts,” Plain Dealer, 15 July 2003, E1; “Dawdling over Food Labels,” New York Times, 2 June 2003, A16; Sheila McNulty, “A Matter of Life and Death,” Financial Times, 10 September 2003, 14.

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Authors such as Monica Ali still rely on personal contact with readers to promote books, but websites and other digital media have become an increasingly important element in book promotion.

6 Completing Business Messages

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Discuss the value of careful revision, and describe the tasks involved in evaluating your �irst drafts and the work of other writers 2 List four techniques you can use to improve the readability of your messages 3 Describe eight steps you can take to improve the clarity of your writing, and give four tips on making your writing more concise 4 List four principles of effective design, and explain the role of major design elements in document readability 5 Explain the importance of proofreading, and give eight tips for successful proofreading 6 Discuss the most important issues to consider when distributing your messages

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Jefferson Rabb Web Design

As a composer, game designer, photographer, programmer, and website developer, Jefferson Rabb epitomizes the “multi” in multimedia. For all the technical and creative skills he brings, however, Rabb’s work never loses sight of audiences and their desire to be informed and entertained when they visit a website.

Rabb’s career history includes stints at MTV.com (http://MTV.com) and Sephora.com (http://Sephora.com) , but most of his current work as an independent designer involves projects in the publishing industry. The best-selling authors he has helped bring to the web include Dan Brown, Gary Shteyngart, Jhumpa Lahiri, Laura Hillenbrand, and Anita Shreve.

For every project, Rabb starts his design work with an in-depth analysis of the audience. The questions he asks about site visitors include their familiarity with the author’s work, the range of their reading interests, and their general demographics. He also wants to know whether a site needs to serve book reviewers, bookstore buyers, and other industry professionals in addition to readers.

With some insight into who the target visitors are, Rabb puts himself in their place and imagines the knowledge and experiences they hope to gain during their visits. These needs can vary from biographical information about the author to multimedia exhibits (such as video interviews and photographs depicting locations mentioned in a book) to complex games that extend a novel’s storylines. Rabb makes a point of �inding compelling visual connections between a book and a website, too, such as basing the design of the site for Shteyngart’s Super Sad True Love Story on the portable communication device featured in the story. Completing the multimedia experience, he often composes music to create a speci�ic mood that re�lects the themes of a book.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note1)

Your business communication efforts may not always be as elaborate as Rabb’s, but you can always apply his strategy of combining methodical analysis with creative design and implementation. This chapter addresses the third step in the three-step writing process, completing your messages—which includes the important tasks of revising, producing, proofreading, and distributing your messages.

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1 LEARNING OBJECTIVE Discuss the value of careful revision, and describe the tasks involved in evaluating your �irst drafts and the work of other writers.

6.1 Revising Your Message: Evaluating the First Draft Successful communicators like Jefferson Rabb (pro�iled in the chapter-opening Communication Close-Up) recognize that the �irst draft is rarely as tight, clear, and compelling as it needs to be. Careful revision can mean the difference between a rambling, unfocused message and a lively, direct message that gets results.

The revision task can vary somewhat, depending on the medium and the nature of your message. For informal messages to internal audiences, particularly when using instant messaging, text messaging, email, or blogging, the revision process is often as simple as quickly looking over your message to correct any mistakes before sending or posting it. However, don’t fall into the common trap of thinking that you don’t need to worry about grammar, spelling, clarity, and other fundamentals of good writing when you use such media. These qualities can be especially important in digital media, particularly if these messages are the only contact your audience has with you. Audiences are likely to equate the quality of your writing with the quality of your thinking. Poor-quality messages create an impression of poor-quality thinking and can cause confusion, frustration, and costly delays.

With more complex messages, try to put your draft aside for a day or two before you begin the revision process so that you can approach the material with a fresh eye. Then start with the “big picture,” making sure that the document accomplishes your overall goals before moving to �iner points, such as readability, clarity, and conciseness. Compare the letters in Figures 6.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#ch6�ig1) and 6.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#ch6�ig2) on the next two pages for an example of how careful revision improves a customer letter.

For important messages, schedule time to put your draft aside for a day or two before you begin the revision process.

EVALUATING YOUR CONTENT, ORGANIZATION, STYLE, AND TONE When you begin the revision process, focus your attention on content, organization, style, and tone. To evaluate the content of your message, answer these questions:

Is the information accurate?

Is the information relevant to the audience?

Is there enough information to satisfy the readers’ needs?

Is there a good balance between general information (giving readers enough background information to appreciate the message) and speci�ic information (giving readers the details they need to understand the message)?

When you are satis�ied with the content of your message, you can review its organization. Answer another set of questions:

Are all the points covered in the most logical order?

Do the most important ideas receive the most space, and are they placed in the most prominent positions?

Figure 6.1 Improving a Customer Letter Through Careful Revision

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Careful revision makes this draft shorter, clearer, and more focused. The proofreading symbols you see here are still widely used whenever printed documents are edited and revised; you can �ind a complete list of symbols in Appendix C (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm03#bm03) . Note that many business documents are now “marked up” using such technological tools as revision marks in Microsoft Word and comments in Adobe Acrobat. No matter what the medium, however, careful revision is key to more effective messages.

Figure 6.2 Professional Business Letter

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Here is the revised and �inished version of the edited letter from Figure 6.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#ch6�ig1) . Note that the block format used here is just one of several layout options; Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) also describes the modi�ied block format and the simpli�ied format.

Would the message be more convincing if it were arranged in a different sequence?

Are any points repeated unnecessarily?

Are details grouped together logically, or are some still scattered through the document?

Next, consider whether you have achieved the right tone for your audience. Is your writing formal enough to meet the audience’s expectations without being too formal or academic? Is it too casual for a serious subject?

Spend a few extra moments on the beginning and end of your message; these sections usually have the greatest impact on the audience. Be sure that the opening is relevant, interesting, and geared to the reader’s probable reaction. In longer messages, ensure that the �irst few paragraphs establish the subject, purpose, and organization of the material. Review the conclusion to be sure that it summarizes the main idea and leaves the audience with a positive impression.

EVALUATING, EDITING, AND REVISING THE WORK OF OTHERS At many points in your career, you will be asked to evaluate, edit, or revise the work of others. Whether you’re suggesting improvements or actually making the improvements yourself (as you might on a wiki site, for example), you can make a contribution by using all the skills you are learning in Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) through 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) .

When you evaluate, edit, or revise someone else’s work, remember that your job is to help that person succeed, not to impose your own style.

Before you dive into someone else’s work, recognize the dual responsibility that doing so entails. First, unless you’ve been speci�ically asked to rewrite something in your own style or to change the emphasis of the message, remember that your job is to help the other writer succeed at his or her task, not to impose your writing style or pursue your own agenda. In other words, make sure your input focuses on making the piece more effective, not on making it more like something you would’ve written. Second, make sure you understand the writer’s intent before you begin suggesting or making changes. If you try to edit or revise without knowing what the writer hoped to accomplish, you run the risk of making the piece less effective, not more. With those thoughts in mind, answer the following questions as you evaluate someone else’s writing:

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What is the purpose of this document or message?

Who is the target audience?

What information does the audience need?

Does the document provide this information in a well-organized way?

Does the writing demonstrate the “you” attitude toward the audience?

Is the tone of the writing appropriate for the audience?

Can the readability be improved?

Is the writing clear? If not, how can it be improved?

Is the writing as concise as it could be?

Does the design support the intended message?

You can read more about using these skills in the context of wiki writing in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .

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2 LEARNING OBJECTIVE List four techniques you can use to improve the readability of your messages.

6.2 Revising to Improve Readability After con�irming the content, organization, style, and tone of your message, make a second pass to improve readability. Most professionals are inundated with more reading material than they can ever hope to consume, and they’ll appreciate your efforts to make your documents easier to read. You’ll bene�it from this effort, too: If you earn a reputation for creating well-crafted documents that respect the audience’s time, people will pay more attention to your work.

You may be familiar with one of the many indexes that have been developed over the years in an attempt to measure readability. For example, the Flesch-Kincaid Grade Level score computes reading dif�iculty relative to grade-level achievement, with, for instance, a score of 10 suggesting that a document can be read and understood by the average 10th grader. Most business documents score in the 8–11 range. Technical documents often score in the 12–14 range. A similar scoring system, the Flesch Reading Ease score, ranks documents on a 100-point scale; the higher the score, the easier the document is to read. If these measurements aren’t built into your word processing software, you can �ind a number of calculators for various indexes online.

Readability indexes offer a useful reference point, but they are limited by what they are able to measure: word length, number of syllables, sentence length, and paragraph length. They can’t measure any of the other factors that affect readability, such as document design, the “you” attitude, clear sentence structure, smooth transitions, and proper word usage. Compare these two paragraphs:

Readability indexes offer a useful reference point, but they are all limited by what they are able to measure: word length, number of syllables, sentence length, and paragraph length. They can’t measure any of the other factors that affect readability, from “you” orientation to writing clarity to document design.

Readability indexes can help. But they don’t measure everything. They don’t measure whether your writing clarity is good. They don’t measure whether your document design is good or not. Reading indexes are based on word length, syllables, sentences, and paragraphs.

The second paragraph scores much better on both grade level and reading ease, but it is choppy, unsophisticated, and poorly organized. As a general rule, then, don’t assume that a piece of text is readable if it scores well on a readability index—or that it is dif�icult to read if it doesn’t score well.

Beyond using shorter words and simpler sentences, you can improve the readability of a message by making the document interesting and easy to skim. Most business audiences—particularly in�luential senior managers—tend to skim documents, looking for key ideas, conclusions, and recommendations. If they determine that a document contains valuable information or requires a response, they will read it more carefully when time permits. Four techniques will make your message easier to read and easier to skim: varying sentence length, using shorter paragraphs, using lists and bullets instead of narrative, and adding effective headings and subheadings.

VARYING YOUR SENTENCE LENGTH

To keep readers’ interest, look for ways to combine a variety of short, medium, and long sentences.

Varying the length of your sentences is a creative way to make your messages interesting and readable. By choosing words and sentence structure with care, you can create a rhythm that emphasizes important points, enlivens your writing style, and makes information more appealing to your reader. For example, a short sentence that highlights a conclusion at the end of a substantial paragraph of evidence makes your key message stand out. Try for a mixture of sentences that are short (up to 15 words or so), medium (15–25 words), and long (more than 25 words).

Each sentence length has its advantages. Short sentences can be processed quickly and are easier for nonnative speakers and translators to interpret. Medium- length sentences are useful for showing the relationships among ideas. Long sentences are often the best for conveying complex ideas, listing multiple related points, or summarizing or previewing information.

Of course, each sentence length also has disadvantages. Too many short sentences in a row can make your writing choppy. Medium sentences can lack the punch of short sentences and the informative power of longer sentences. Long sentences can be dif�icult to understand because they contain more information and usually have a more complicated structure. Because readers can absorb only a few words per glance, longer sentences are also more dif�icult to skim. By choosing the best sentence length for each communication need and remembering to mix sentence lengths for variety, you’ll get your points across while keeping your messages lively and interesting.

KEEPING YOUR PARAGRAPHS SHORT

Short paragraphs have the major advantage of being easy to read.

Large blocks of text can be visually daunting, particularly on screen, so the optimum paragraph length is short to medium in most cases. Unless you break up your thoughts somehow, you’ll end up with lengthy paragraphs that are guaranteed to intimidate even the most dedicated reader. Short paragraphs, generally 100 words or fewer (this paragraph has 84 words), are easier to read than long ones, and they make your writing look inviting. You can also emphasize ideas by isolating them in short, forceful paragraphs.

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However, don’t go overboard with short paragraphs. In particular, be careful to use one-sentence paragraphs only occasionally and only for emphasis. Also, if you need to divide a subject into several pieces to keep paragraphs short, be sure to help your readers keep the ideas connected by guiding them with plenty of transitional elements.

THE ART OF PROFESSIONALISM

Striving to Excel

Pros are good at what they do, and they never stop improving. No matter what your job might be at any given time—even if it is far from where you aspire to be—strive to perform at the highest possible level. Not only do you have an ethical obligation to give your employer and your customers your best effort, but excelling at each level in your career is the best way to keep climbing up to new positions of responsibility. Plus, being good at what you do delivers a sense of satisfaction that is hard to beat.

In many jobs and in many industries, performing at a high level requires a commitment to continuous learning and improvement. The nature of the work often changes as markets and technologies evolve, and expectations of quality tend to increase over time as well. View this constant change as a positive thing, as a way to avoid stagnation and boredom.

Striving to excel can be a challenge when there is a mismatch between the job’s requirements and your skills and knowledge. If you are underquali�ied for a job, you need to identify your weaknesses quickly and come up with a plan to address them. A supportive manager will help you identify these areas and encourage improvement through training or mentoring. Don’t wait for a boss to tell you your work is sub-par, however. If you know you’re �loundering, don’t wait until you’ve failed to get help.

If you are overquali�ied for a job, it’s easy to slip into a rut and eventually underperform simply because you aren’t being challenged. However, current and future bosses aren’t going to judge you on how well you performed relative to your needs and expectations; they’re going to judge you on how well you performed relative to the job’s requirements. Work with your boss to �ind ways to make your job more challenging if possible, or start looking for a better job if necessary, but be sure to maintain your level of performance until you can bring your responsibilities and talents into closer alignment.

CAREER APPLICATIONS

1. Should you ever try to sell yourself into a job for which you are not yet 100 percent quali�ied? Explain your answer.

2. Do you agree that you have an ethical obligation to excel at your job? Why or why not?

USING LISTS TO CLARIFY AND EMPHASIZE An effective alternative to using conventional sentences is to set off important ideas in a list—a series of words, names, or other items. Lists can show the sequence of your ideas, heighten their impact visually, and increase the likelihood that a reader will �ind key points. In addition, lists help simplify complex subjects, highlight main points, break up a page or screen visually, ease the skimming process for busy readers, and give readers a breather. Compare these two treatments of the same information:

Lists are effective tools for highlighting and simplifying material.

Narrative List

Owning your own business has many potential advantages. One is the opportunity to pursue your own personal passion. Another advantage is the satisfaction of working for yourself. As a sole proprietor, you also have the advantage of privacy because you do not have to reveal your �inancial information or plans to anyone.

Owning your own business has three advantages:

Opportunity to pursue personal passion

Satisfaction of working for yourself

Financial privacy

You can separate list items with numbers, letters, or bullets (a general term for any kind of graphical element that precedes each item). Bullets are generally preferred over numbers, unless the list is in some logical sequence or ranking or you need to refer to speci�ic list items elsewhere in the document.

Lists are easier to locate and read if the entire numbered or bulleted section is set off by a blank line before and after, as the preceding examples demonstrate. Furthermore, make sure to introduce lists clearly so that people know what they’re about to read. One way to introduce lists is to make them a part of the introductory sentence:

The board of directors met to discuss the revised annual budget. To keep expenses in line with declining sales, the directors voted to

Cut everyone’s salary by 10 percent

Close the employee cafeteria

Reduce travel expenses

Another way to introduce a list is to precede it with a complete introductory sentence, followed by a colon:

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The decline in company pro�it is attributable to four factors:

Slower holiday sales

Increased transportation and fuel costs

Higher employee wages

Slower inventory turnover

Regardless of the format you choose, the items in a list should be parallel; that is, they should all use the same grammatical pattern. For example, if one list item begins with a verb, every item should begin with a verb. If one item is a noun phrase, every one should be a noun phrase:

Nonparallel List Items (a mix of verb and noun phrases) Parallel List Items (all verb phrases)

Improve our bottom line

Identi�ication of new foreign markets for our products

Global market strategies

Issues regarding pricing and packaging size

Improving our bottom line

Identifying new foreign markets for our products

Developing our global market strategies

Resolving pricing and packaging issues

Parallel forms are easier to read and skim. You can create parallelism by repeating the pattern in words, phrases, clauses, or entire sentences (see Table 6.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec4#ch6tab1) ).

ADDING HEADINGS AND SUBHEADINGS A heading (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term2) is a brief title that tells readers about the content of the section that follows. Subheadings (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term6) are subordinate to headings, indicating subsections with a major section. Headings and subheadings serve these important functions:

Use headings to grab the reader’s attention and organize material into short sections.

Organization. Headings show your reader at a glance how the document is organized. They act as labels to group related paragraphs and organize lengthy material into shorter sections.

Attention. Informative, inviting, and in some cases intriguing headings grab the reader’s attention, make the text easier to read, and help the reader �ind the parts he or she needs to read—or skip.

Connection. Using headings and subheadings together helps readers see the relationship between main ideas and subordinate ones so that they can understand your message more easily. Moreover, headings and subheadings visually indicate shifts from one idea to the next.

TABLE 6.1 Achieving Parallelism Method Example

Parallel words The letter was approved by Clausen, Whittaker, Merlin, and Carlucci.

Parallel phrases We are gaining market share in supermarkets, in department stores, and in specialty stores.

Parallel clauses I’d like to discuss the issue after Vicki gives her presentation but before Marvin shows his slides.

Parallel sentences In 2012 we exported 30 percent of our production. In 2013 we exported 50 percent.

Headings and subheadings fall into two categories. Descriptive headings (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term1) , such as “Cost Considerations,” identify a topic but do little more. Informative headings (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term3) , such as “Redesigning Material Flow to Cut Production Costs,” guide readers to think in a certain way about the topic. They are also helpful in guiding your work as a writer, especially if cast as questions you plan to address in your document. Well-written informative headings are self-contained, which means readers can read just the headings and subheadings and understand them without reading the rest of the document. For example, “Introduction” conveys little information, whereas the heading “Staf�ing Shortages Cost the Company $150,000 Last Year” provides a key piece of information and captures the reader’s attention. Whatever types of headings you choose, keep them brief and use parallel construction throughout the document.

Informative headings are generally more helpful than descriptive ones.

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3 LEARNING OBJECTIVE Describe eight steps you can take to improve the clarity of your writing, and give four tips on making your writing more concise.

6.3 Editing for Clarity and Conciseness After you’ve reviewed and revised your message for readability, your next step is to make sure your message is as clear and as concise as possible.

EDITING FOR CLARITY Make sure every sentence conveys the message you intend and that readers can extract that meaning without needing to read it more than once. To ensure clarity, look closely at your paragraph organization, sentence structure, and word choices. Can readers make sense of the related sentences in a paragraph? Is the meaning of each sentence easy to grasp? Is each word clear and unambiguous (meaning it doesn’t have any risk of being interpreted in more than one way)?

Clarity is essential to getting your message across accurately and ef�iciently.

See Table 6.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec9#ch6tab2) on the following page for examples of the following tips:

Break up overly long sentences. If you �ind yourself stuck in a long sentence, you’re probably trying to make the sentence do more than it can reasonably do, such as expressing two dissimilar thoughts or peppering the reader with too many pieces of supporting evidence at once. (Did you notice how dif�icult this long sentence was to read?)

Rewrite hedging sentences. Hedging means pulling back from making a con�ident, de�initive statement about a topic. Granted, sometimes you have to write may or seems to avoid stating a judgment or prediction as a fact. However, when you hedge too often or without good reason, you come across as being unsure of what you’re saying.

Impose parallelism. When you have two or more similar ideas to express, make them parallel by using the same grammatical construction. Parallelism shows that the ideas are related, of similar importance, and on the same level of generality.

Hedging is appropriate when you can’t be absolutely sure of a statement, but excessive hedging undermines your authority.

When you use parallel grammatical patterns to express two or more ideas, you show that they are comparable thoughts.

Correct dangling modi�iers. Sometimes a modi�ier is not just an adjective or an adverb but an entire phrase modifying a noun or a verb. Be careful not to leave this type of modi�ier dangling, with no connection to the subject of the sentence.

Reword long noun sequences. When multiple nouns are strung together as modi�iers, the resulting sentence can be hard to read. See if a single well- chosen word will do the job. If the nouns are all necessary, consider moving one or more to a modifying phrase, as shown in Table 6.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec9#ch6tab2) .

TABLE 6.2 Revising for Clarity Issues to Review Ineffective Effective

Overly Long Sentences

Taking compound sentences too far

The magazine will be published January 1, and I’d better meet the deadline if I want my article included because we want the article to appear before the trade show.

The magazine will be published January 1. I’d better meet the deadline because we want the article to appear before the trade show.

Hedging Sentences

Over-qualifying sentences I believe that Mr. Johnson’s employment record seems to show that he may be capable of handling the position.

Mr. Johnson’s employment record shows that he is capable of handling the position.

Unparallel Sentences

Using dissimilar construction for similar ideas

Mr. Simms had been drenched with rain, bombarded with telephone calls, and his boss shouted at him.

Mr. Sims had been drenched with rain, bombarded with telephone calls, and shouted at by his boss.

To waste time and missing deadlines are bad habits. Wasting time and missing deadlines are bad habits.

Dangling Modi�iers

Placing modi�iers close to the wrong nouns and verbs

Walking to the of�ice, a red sports car passed her. [suggests that the car was walking to the of�ice]

A red sports car passed her while she was walking to the of�ice.

Reduced by 25 percent, Europe had its lowest semiconductor output in a decade. [suggests that Europe shrank by 25 percent]

Europe reduced semiconductor output by 25 percent, its lowest output in a decade.

Long Noun Sequences

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Issues to Review Ineffective Effective

Stringing too many nouns together

The window sash installation company will give us an estimate on Friday.

The company that installs window sashes will give us an estimate on Friday.

Camou�laged Verbs

Changing verbs into nouns The manager undertook implementation of the rules. The manager implemented the rules.

Veri�ication of the shipments occurs weekly. We verify shipment weekly.

reach a conclusion about conclude

give consideration to consider

Sentence Structure

Separating subject and predicate

A 10% decline in market share, which resulted from quality problems and an aggressive sales campaign by Armitage, the market leader in the Northeast, was the major problem in 2010.

The major problem in 2010 was a 10% loss of market share, which resulted from quality problems and an aggressive sales campaign by Armitage, the market leader in the Northeast.

Separating adjectives, adverbs, or prepositional phrases from the words they modify

Our antique desk lends an air of strength and substance with thick legs and large drawers.

With its thick legs and large drawers, our antique desk lends an air of strength and substance.

Awkward References The Law Of�ice and the Accounting Of�ice distribute computer supplies for legal secretaries and beginning accountants, respectively.

The Law Of�ice distributes computer supplies for legal secretaries; the Accounting Of�ice distributes those for beginning accountants.

Replace camou�laged verbs. Watch for words that end in -ion, -tion, -ing, -ment, -ant, -ent, -ence, -ance, and -ency. These endings often change verbs into nouns and adjectives, requiring you to add a verb to get your point across.

Clarify sentence structure. Keep the subject and predicate of a sentence as close together as possible. When the subject and predicate are far apart, readers may need to read the sentence twice to �igure out who did what. Similarly, adjectives, adverbs, and prepositional phrases usually make the most sense when they’re placed as close as possible to the words they modify.

Clarify awkward references. If you want readers to refer to a speci�ic point in a document, avoid vague references such as the above-mentioned, as mentioned above, the aforementioned, the former, the latter, and respectively. Use a speci�ic pointer such as “as described in the second paragraph on page 22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec19#page_22) .”

Subject and predicate should be placed as close together as possible, as should modi�iers and the words they modify.

EDITING FOR CONCISENESS Many of the changes you make to improve clarity also shorten your message by removing unnecessary words. The next step is to examine the text with the speci�ic goal of reducing the number of words. Readers appreciate conciseness and are more likely to read your documents if you have a reputation for ef�icient writing. See Table 6.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#ch6tab3) for examples of the following tips:

Make your documents tighter by removing unnecessary words, phrases, and sentences.

Delete unnecessary words and phrases. To test whether a word or phrase is essential, try the sentence without it. If the meaning doesn’t change, leave it out.

Shorten long words and phrases. Short words and phrases are generally more vivid and easier to read than long ones. Also, by using in�initives (the “to” form of a verb) in place of some phrases, you can often shorten sentences while making them clearer.

Eliminate redundancies. In some word combinations, the words say the same thing. For instance, “visible to the eye” is redundant because visible is enough without further clari�ication; “to the eye” adds nothing.

Rewrite “It is/There are” starters. If you start a sentence with an inde�inite pronoun such as it or there, chances are the sentence could be shorter and more active. For instance, “We believe . . .” is a stronger opening than “It is believed that . . .” because it is shorter and because it identi�ies who is doing the believing.

As you rewrite, concentrate on how each word contributes to an effective sentence and on how each sentence helps build a coherent paragraph. For a reminder of the tasks involved in revision, see “Checklist: Revising Business Messages.”

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4 LEARNING OBJECTIVE List four principles of effective design, and explain the role of major design elements in document readability.

6.4 Producing Your Message Now it’s time to put your hard work on display. The production quality of your message—the total effect of page or screen design, graphical elements, typography, and so on—plays an important role in the effectiveness of your message. A polished, inviting design not only makes your material easier to read but also conveys a sense of professionalism and importance.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note2)

DESIGNING FOR READABILITY Design affects readability in two important ways. First, if used carefully, design elements can improve the effectiveness of your message. In contrast, poor design decisions, such as using distracting background images behind text, pointless animations, or tiny typefaces, act as barriers to communication. Second, the visual design sends a nonverbal message to your readers, in�luencing their perceptions of the communication before they read a single word.

The quality of your document design, both on paper and on screen, affects readability and audience perceptions.

CHECKLIST ✓ Revising Business Messages A. Evaluate content, organization, style, and tone.

Make sure the information is accurate, relevant, and suf�icient.

Check that all necessary points appear in logical order.

Verify that you present enough support to make the main idea convincing and compelling.

Be sure the beginning and ending of the message are effective.

Make sure you’ve achieved the right tone for the audience and the situation.

B. Review for readability.

Consider using a readability index, but be sure to interpret the answer carefully.

Use a mix of short, medium, and long sentences.

Keep paragraphs short.

Use bulleted and numbered lists to emphasize key points.

Make the document easy to skim with headings and subheadings.

C. Edit for clarity.

Break up overly long sentences and rewrite hedging sentences.

Impose parallelism to simplify reading.

Correct dangling modi�iers.

Reword long noun sequences and replace camou�laged verbs.

Clarify sentence structure and awkward references.

D. Edit for conciseness.

Delete unnecessary words and phrases.

Shorten long words and phrases.

Eliminate redundancies.

Rewrite sentences that start with “It is” or “There are.”

TABLE 6.3 Revising for Conciseness Issues to Review Ineffective Effective

Unnecessary Words and Phrases

Using wordy phrases for the sum of for

in the event that if

prior to the start of before

in the near future soon

at this point in time now

due to the fact that because

in view of the fact that because

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Issues to Review Ineffective Effective

until such time as when

with reference to about

Using too many relative pronouns Cars that are sold after January will not have a six-month warranty. Cars sold after January will not have a six-month warranty.

Employees who are driving to work should park in the underground garage.

Employees driving to work should park in the underground garage.

OR

Employees should park in the underground garage.

Using too few relative pronouns

The project manager told the engineers last week the speci�ications were changed.

The project manager told the engineers last week that the speci�ications were changed.

The project manager told the engineers that last week the speci�ications were changed.

Long Words and Phrases

Using overly long words During the preceding year, the company accelerated productiveoperations. Last year the company sped up operations.

The action was predicated on the assumption that the company was operating at a �inancial de�icit.

The action was based on the belief that the company was losing money.

Using wordy phrases rather than in�initives

If you want success as a writer, you must work hard. He went to the library for the purpose of studying.

To succeed as a writer, you must work hard. He went to the library to study.

The employer increased salaries so that she could improve morale. The employer increased salaries to improve morale.

Redundancies

Repeating meanings absolutely complete complete

basic fundamentals fundamentals

follows after follows

free and clear free

refer back refer

repeat again repeat

collect together collect

future plans plans

return back return

important essentials essentials

end result result

actual truth truth

�inal outcome outcome

uniquely unusual unique

surrounded on all sides surrounded

Using double modi�iers modern, up-to-date equipment modern equipment

It Is/There Are Starters It would be appreciated if you would sign the lease today. Please sign the lease today.

Starting sentences with It or There There are �ive employees in this division who were late to work today. Five employees in this division were late to work today.

Figure 6.3 Designing for Readability

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The website of the web development �irm Iron to Iron is a model of elegant design that promotes easy reading.

Source: Iron to Iron, LLC

Good design enhances the readability of your material.

For effective design, pay attention to

Consistency

Balance

Restraint

Detail

Effective design helps you establish the tone of your document and helps guide your readers through your message (see Figure 6.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#ch6�ig3) ). To achieve an effective design, pay careful attention to the following design elements:

Consistency. Throughout each message, be consistent in your use of margins, typeface, type size, and space. Also be consistent when using recurring design elements, such as vertical lines, columns, and borders. In many cases, you’ll want to be consistent from message to message as well; that way, audiences who receive multiple messages from you recognize your documents and know what to expect.

Balance. Balance is an important but subjective issue. One document may have a formal, rigid design in which the various elements are placed in a grid pattern, whereas another may have a less formal design in which elements �low more freely across the page—and both could be in balance. Like the tone of your language, visual balance can be too formal, just right, or too informal for a given message.

Restraint. Strive for simplicity in design. Don’t clutter your message with too many design elements, too many typeface treatments, too many colors, or too many decorative touches. Let “simpler” and “fewer” be your guiding concepts.

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Detail. Pay attention to details that affect your design and thus your message. For instance, extremely wide columns of text can be dif�icult to read; in many cases a better solution is to split the text into two narrower columns.

Even without special training in graphic design, you can make your printed and electronic messages more effective by understanding the use of white space, margins and line justi�ication, typefaces, and type styles.

White Space (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term9)

Any space that doesn’t contain text or artwork, both in print and online, is considered white space. (Note that “white space” isn’t necessarily white; it is simply blank.) These unused areas provide visual contrast and important resting points for your readers. White space includes the open area surrounding headings, margins, paragraph indents, space around images, vertical space between columns, and horizontal space between paragraphs or lines of text. To increase the chance that readers will read your messages, be generous with white space; it makes pages and screens feel less intimidating and easier to read.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note3)

White space separates elements in a document and helps guide the reader’s eye.

Margins and Justi�ication

Margins de�ine the space around text and between text columns. In addition to their width, the look and feel of margins is in�luenced by the way you arrange lines of text, which can be set (1) justi�ied (which means they are �lush, or aligned vertically, on both the left and the right), (2) �lush left with a ragged-right margin, (3) �lush right with a ragged-left margin, or (4) centered. This paragraph is justi�ied, whereas the paragraphs in Figure 6.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#ch6�ig2) on page 152 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec4#page_152) are �lush left with a ragged-right margin.

Magazines, newspapers, and books often use justi�ied type because it can accommodate more text in a given space. However, justi�ied type needs to be used with care. First, it creates a denser look because the uniform line lengths decrease the amount of white space along the right margin. Second, it produces a more formal and less personalized look. Third, unless it is used with some skill and attention, justi�ied type can be more dif�icult to read because it can produce large gaps between words and excessive hyphenation at the ends of lines. The publishing specialists who create magazines, newspapers, and books have the time and skill needed to carefully adjust character and word spacing to eliminate these problems. (In some cases, sentences are even rewritten in order to improve the appearance of the printed page.) Because most business communicators don’t have that time or skill, it’s best to avoid justi�ied type in routine business documents.

In contrast to justi�ied type, �lush-left, ragged-right type creates a more open appearance on the page, producing a less formal and more contemporary look. Spacing between words is consistent, and only long words that fall at the ends of lines are hyphenated.

Centered type is rarely used for text paragraphs but is commonly used for headings and subheadings. Flush-right, ragged-left type is rarely used in business documents.

Most business documents use a �lush left margin and a ragged right margin.

Typefaces

Typeface (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term8) refers to the physical design of letters, numbers, and other text characters. (Font and typeface are often used interchangeably, although strictly speaking, a font is a set of characters in a given typeface.) Typeface in�luences the tone of your message, making it look authoritative or friendly, businesslike or casual, classic or modern, and so on (see Table 6.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#ch6tab4) ). Be sure to choose fonts that are appropriate for your message; many of the fonts on your computer are not appropriate for business use.

Serif typefaces (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term5) have small crosslines (called serifs) at the ends of each letter stroke. Sans serif typefaces (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term4) , in contrast, lack these serifs. For years, the conventional wisdom in typography was that serif faces were easier to read in long blocks of text, because the serifs made it easier for the eye to pick out individual letters. Accordingly, the standard advice was to use serif faces for the body of a document and sans serif for headings and subheadings.

However, the research behind the conventional wisdom is not as conclusive as once thought.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note4) In fact, many sans serif typefaces work as well or better for body text than some serif typefaces. This seems to be particularly true on screens, which often have lower resolution than printed text. Many contemporary documents and webpages now use sans serif for body text.

The classic style of document design uses a sans serif typeface for headings and a serif typeface for regular paragraph text; however, many contemporary documents and webpages now use all sans serif.

TABLE 6.4 Typeface Personalities: Serious to Casual to Playful

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For most documents, you shouldn’t need more than two typefaces, although if you want to make captions or other text elements stand out, you can use another font.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note5) Using more typefaces can clutter a document and produce an amateurish look.

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Improve your document designs by learning the fundamentals of typography

Knowing the basics of type usage will help you create more effective page and screen layouts. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Type Styles

Type style (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6term7) refers to any modi�ication that lends contrast or emphasis to type, including boldface, italic, underlining, color, and other highlighting and decorative styles. Using boldface type for subheads breaks up long expanses of text. You can also boldface individual words or phrases to draw more attention to them. For example, the key terms in each chapter in this book are set in bold. Italic type also creates emphasis, although not as pronounced as boldface. Italic type has speci�ic uses as well, such as highlighting quotations and indicating foreign words, irony, humor, book and movie titles, and unconventional usage.

Avoid using any type style that inhibits your audience’s ability to read your messages.

As a general rule, avoid using any style in a way that slows your audience’s progress through the message. For instance, underlining or using all-uppercase letters can interfere with a reader’s ability to recognize the shapes of words, and shadowed or outlined type can seriously hinder legibility. Also, avoid overusing any type style. For example, putting too many words in boldface dilutes the impact of the special treatment by creating too many focal points in the paragraph.

Type size is an important consideration as well. For most printed business messages, use a size of 10 to 12 points for regular text and 12 to 18 points for headings and subheadings (1 point is approximately 1/72 inch). Resist the temptation to reduce type size too much in order to squeeze in extra text or to enlarge it to �ill up space. Type that is too small is hard to read, whereas extra-large type looks unprofessional. Be particularly careful with small type online. Small type that looks �ine on a medium-resolution screen can be hard to read on both low-resolution screens (because these displays can make letters look jagged or fuzzy) and high-resolution screens (because these monitors reduce the apparent size of the type even further).

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See the newest designs from some of the brightest minds in typography

Type design is a fascinating and dynamic �ield; this portfolio shows dozens of innovative new typefaces. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

FORMATTING FORMAL LETTERS AND MEMOS Formal business letters usually follow certain design conventions, as the letter in Figure 6.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#ch6�ig2) illustrates. Most business letters are printed on letterhead stationery, which includes the company’s name, address, and other contact information. The �irst element to appear after the letterhead is the date, followed by the inside address, which identi�ies the person receiving the letter. Next is the salutation, usually in the form of Dear Mr. or Ms. Last Name. The message comes next, followed by the complimentary close, usually Sincerely or Cordially. And last comes the signature block: space for the signature, followed by the sender’s printed name and title. Your company will probably have a standard format to follow for letters, possibly along with a template in Microsoft Word or whatever word processor is standard in the organization. For in-depth information on letter formats, see Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) , “Format and Layout of Business Documents.”

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Like letters, business memos usually follow a preset design. Memos have largely been replaced by electronic media in many companies, but if they are still in use at the �irm you join, the company may have a standard format or template for you to use. Most memos begin with a title such as Memo, Memorandum, or Interof�ice Correspondence. Following that are usually four headings: Date, To, From, and Subject. (Re:, short for Regarding, is sometimes used instead of Subject.) Memos usually don’t use a salutation, complimentary close, or signature, although signing your initials next to your name on the From line is standard practice in most companies. Bear in mind that memos are often distributed without sealed envelopes, so they are less private than most other message formats.

DESIGNING MESSAGES FOR MOBILE DEVICES In addition to making your content mobile-friendly using the writing tips in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) (see page 102 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec14#page_102) ), you can follow these steps to format that content for mobile devices:

Think in small chunks. Remember that mobile users consume information one screen at a time, so try to divide your message into independent, easy- to-consume bites. If readers have to scroll through a dozen screens to piece together your message, they might miss your point or just give up entirely.

Make generous use of white space. White space is always helpful, but it’s critical on small screens because readers are trying to get the point of every message as quickly as possible. Keep your paragraphs short (4–6 lines), and separate them with blank lines so the reader’s eyes can easily jump from one point to the next.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec22#ch6note6)

Format simply. Avoid anything that is likely to get in the way of fast, easy reading, including busy typefaces, complex graphics, and complicated layouts.

Consider horizontal and vertical layouts. Most phones and tablets can automatically rotate their screen content from horizontal to vertical as the user rotates the device. A layout that doesn’t work well with the narrow vertical perspective might be acceptable at the wider horizontal perspective.

Compare the two messages in Figure 6.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec20#ch6�ig4) ; notice how much more dif�icult the screen in Figure 6.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec20#ch6�ig4) a is to read.

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5 LEARNING OBJECTIVE Explain the importance of proofreading, and give eight tips for successful proofreading.

6.5 Proofreading Your Message Proofreading is the quality inspection stage for your documents, your last chance to make sure that your document is ready to carry your message—and your reputation—to the intended audience. Even a small mistake can doom your efforts, so take proofreading seriously.

Look for two types of problems: (1) undetected mistakes from the writing, design, and layout stages and (2) mistakes that crept in during production. For the �irst category, you can review format and layout guidelines in Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) on page 549 (appa.xhtml#page_549) and brush up on writing basics with the Handbook of Grammar, Mechanics, and Usage on page 575 (hb.xhtml#page_575) . The second category can include anything from computer glitches such as missing fonts to broken web links to problems with the ink used in printing. Be particularly vigilant with complex documents and complex production processes that involve multiple colleagues and multiple computers. Strange things can happen as �iles move from computer to computer, especially when lots of fonts and multimedia elements are involved.

Your credibility is affected by your attention to the details of mechanics and form.

The types of details to look for when proofreading include language errors, missing material, design errors, and typographical errors.

Resist the temptation to treat proofreading as a casual scan up and down the page or screen. Instead, approach it as a methodical procedure in which you look for speci�ic problems that may occur. Use these techniques from professional proofreaders to help ensure high-quality output:

Figure 6.4 Designing for Mobile Devices

Even simple changes such as revising with shorter paragraphs, choosing cleaner typefaces, and making generous use of white space in and around the text can dramatically improve readability on mobile screens.

Source: Microsoft Word, Microsoft Of�ice 365

Make multiple passes. Go through the document several times, focusing on a different aspect each time. For instance, look for content errors the �irst time and layout errors the second time.

Use perceptual tricks. You’ve probably experienced the frustration of reading over something a dozen times and still missing an obvious error. This happens because your brain has developed a wonderful skill of subconsciously supplying missing pieces and correcting mistakes when it knows what is supposed to be on the page. To keep your brain from tricking you, you need to trick it by changing the way you process the visual information. Try (1) reading each page backward, from the bottom to the top, (2) placing your �inger under each word and reading it silently, (3) making a slit in a sheet of paper that reveals only one line of type at a time, and (4) reading the document aloud and pronouncing each word carefully.

Double-check high-priority items. Double-check the spelling of names and the accuracy of dates, addresses, and any number that could cause grief if incorrect (such as telling a potential employer that you’d be happy to work for $5,000 a year when you meant to say $50,000).

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Give yourself some distance. If possible, don’t proofread immediately after �inishing a document; let your mind wander off to new topics and then come back fresh later on.

Be vigilant. Avoid reading large amounts of material in one sitting and try not to proofread when you’re tired.

Stay focused. Concentrate on what you’re doing. Try to block out distractions and focus as completely as possible on your proofreading task.

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Tips for proo�ing your papers

This advice for class assignments will help you on the job, too. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Review complex electronic documents on paper. Some people have trouble proofreading webpages, online reports, and other electronic documents on-screen. If you have trouble, try to print the materials so you can review them on paper.

Take your time. Quick proofreading is not careful proofreading.

The amount of time you need to spend on proo�ing depends on the length and complexity of the document and the situation. A typo in an email message to your team may not be a big deal, but a typo in a �inancial report, a contract, or a medical �ile certainly could be serious. See “Checklist: Proo�ing Business Messages” for a handy list of items to review during proo�ing.

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6 LEARNING OBJECTIVE Discuss the most important issues to consider when distributing your messages.

6.6 Distributing Your Message With the production �inished, you’re ready to distribute your message. As with every other aspect of business communication, your options for distribution multiply with every advance in technology. In some cases, the choice is obvious: Just click the Send button in your email program or the Publish button on your blog. In other cases, such as when you have a 100-page report with full-color graphics or a massive multimedia �ile, you need to plan the distribution carefully so that your message is received by everyone who needs it. When choosing a means to distribute messages, consider the following factors:

Consider cost, convenience, time, security, and privacy when choosing a distribution method.

Cost. Cost isn’t a concern for most messages, but for lengthy reports or multimedia productions, it may well be. Printing, binding, and delivering reports can be expensive, so weigh the cost versus the bene�its. Be sure to consider the nonverbal message you send regarding cost as well. Overnight delivery of a printed report could look responsive in one situation but wasteful in another, for example.

Convenience. How much work is involved for you and your audience? For instance, if you use a �ile-compression utility to shrink the size of email attachments, make sure your recipients have the means to expand the �iles on arrival. For extremely large �iles, consider recordable media such as DVDs or one of the many free or low-cost �ilehosting sites now available.

Time. How soon does the message need to reach the audience? Don’t waste money on overnight delivery if the recipient won’t read the report for a week. And speaking of time, don’t mark any messages, printed or electronic, as “urgent” if they aren’t truly urgent.

CHECKLIST ✓ Proo�ing Business Messages A. Look for writing errors.

Typographical mistakes

Misspelled words

Grammatical errors

Punctuation mistakes

B. Look for missing elements.

Missing text sections

Missing exhibits (drawings, tables, photographs, charts, graphs, online images, and so on)

Missing source notes, copyright notices, or other reference items

C. Look for design, formatting, and programming mistakes.

Incorrect or inconsistent font selections

Problems with column sizing, spacing, and alignment

Incorrect margins

Incorrect special characters

Clumsy line and page breaks

Problems with page numbers

Problems with page headers and footers

Lack of adherence to company standards

Inactive or incorrect links

Missing �iles

Security and privacy. The convenience offered by electronic communication needs to be weighed against security and privacy concerns. For the most sensitive messages, your company will probably restrict both the people who can receive the messages and the means you can use to distribute them. In addition, most computer users are wary of opening attachments these days. Instead of sending word processor �iles, you can use Adobe Acrobat or an equivalent product to convert your documents to PDF �iles (which are more immune to viruses).

Chapters 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) and 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) offer more advice on distributing podcasts, blogs, and other messages in electronic formats. For more advice on revision, proofreading, and other topics related to this chapter, visit http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) and click on Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) .

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SignEasy solves the problem of signing digital documents such as contracts; you can sign right on your phone screen.

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COMMUNICATION CHALLENGES AT Jefferson Rabb Web Design Jefferson Rabb’s web business is doing so well that he has hired you to help with a variety of writing and design tasks. Use what you’ve learned in this chapter about revising messages and designing for readability.

INDIVIDUAL CHALLENGE: The writer Alexander McCall Smith, one of Rabb’s clients, is so proli�ic that summarizing his career is a challenge—and being a best-selling novelist is only one aspect of his varied life’s work. Review the biography on McCall Smith’s website, which currently runs about 650 words. Rewrite the bio so that it will �it on a book referral website that limits author bios to 200 words.

TEAM CHALLENGE: With a team of classmates assigned by your instructor, visit the websites of three published authors. Evaluate and compare the sites’ readability based on the advice given in the chapter regarding white space, margins, typefaces, and type styles. Prepare a class presentation of your analysis.

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Quick Learning Guide

KEY TERMS descriptive headings Headings that simply identify a topic heading A brief title that tells readers about the content of the section that follows informative headings Headings that guide readers to think in a certain way about the topic sans serif typefaces Typefaces whose letters lack serifs serif typefaces Typefaces with small crosslines (called serifs) at the ends of letter strokes subheadings Titles that are subordinate to headings, indicating subsections with a major section type style Any modi�ication that lends contrast or emphasis to type, including boldface, italic, underlining, color, and other highlighting and decorative styles typeface The physical design of letters, numbers, and other text characters (font and typeface are often used interchangeably, although strictly speaking, a font is

a set of characters in a given typeface) white space Space (of any color) in a document or screen that doesn’t contain any text or artwork

SUMMARY OF LEARNING OBJECTIVES 1 Discuss the value of careful revision, and describe the tasks involved in evaluating your �irst drafts and the work of other writers. Revision is a vital step in producing effective business messages; even if the �irst draft conveys the necessary information, chances are it can be made tighter, clearer, and more compelling—making it more successful for you. Careful revision also helps you locate and correct errors that can reduce the effectiveness of messages and damage your reputation as a communicator.

When evaluating your �irst drafts, check the content (is the content accurate, relevant, complete, and well balanced between general and speci�ic information?), the organization (are your points grouped and sequenced logically, with focus on the most important ideas?), and the tone (is the tone appropriate for the audience and the speci�ic situation?).

2 List four techniques you can use to improve the readability of your messages. Four techniques that help improve readability are varying sentence length, keeping paragraphs short, using lists, and adding headings and subheadings. Varying sentence length helps keep your writing fresh and dynamic while giving you a chance to emphasize the most important points. Paragraphs, on the other hand, are usually best kept short to make it easier for readers to consume your information in manageable chunks. Lists are effective devices for delineating sets of items, steps in a procedure, or other collections of related information. Headings and subheadings organize your message, call attention to important information, and help readers make connections between related pieces of information.

3 Describe eight steps you can take to improve the clarity of your writing, and give four tips on making your writing more concise. To clarify your writing, (1) break up overly long sentences, (2) rewrite hedging sentences, (3) impose parallelism, (4) correct dangling modi�iers, (5) reword long noun sequences, (6) replace camou�laged verbs, (7) clarify sentence structure, and (8) clarify awkward references. To make messages more concise, (1) delete unnecessary words and phrases, (2) shorten overly long words and phrases, (3) eliminate redundancies, and (4) recast sentences that begin with “It is” and “There are.”

4 List four principles of effective design, and explain the role of major design elements in document readability. Four important principles of effective design are consistency (using design elements in a consistent and predictable way throughout a document), balance (creating a balanced effect on page or screen, whether that balance is dynamic and informal or symmetrical and formal), restraint (striving for visual simplicity to avoid drawing attention away from your ideas), and detail (making sure that details are handled correctly so that errors or design misjudgments don’t detract from your message).

The major design elements for textual messages include white space, margins, typefaces, and type styles. White space provides contrast and gives readers a resting point. Margins de�ine the space around the text and contribute to the amount of white space. Margins can affect both readability and the overall visual appeal of your messages. Typefaces in�luence the tone of the message and should be chosen carefully for each use to ensure maximum readability. Type styles such as boldface, italics, and underlining provide contrast or emphasis.

5 Explain the importance of proofreading, and give eight tips for successful proofreading. Proofreading is essential because it is your �inal opportunity to verify the quality of your communication efforts and to make sure that no errors in writing, design, or production will undo all the hard work you’ve put in. Proofreading should be more than just a quick glance through the document. Use the techniques the pros use to make sure your documents are top quality: (1) Make multiple passes, looking for speci�ic types of problems each time; (2) use perceptual tricks such as reading aloud or reading backward to prevent your brain from fooling you by �illing in pieces or correcting errors; (3) double-check high-priority items such as names, dates, addresses, and �inancial data; (4) give yourself some distance by putting the document aside for a few hours or even a few days if possible; (5) stay vigilant by proo�ing only small sections at a time and not proo�ing when you are tired; (6) stay focused on your work; (7) review complex electronic documents on paper if possible; and (8) take your time.

6 Discuss the most important issues to consider when distributing your messages. Consider cost, convenience, time, security, and privacy when choosing the method to distribute your messages. Cost isn’t a major issue for most messages, although production, printing, and distribution of lengthy or complex reports can be a concern. In general, balance the cost with the importance and urgency of the message. Make sure the distribution method is convenient for your audience. For example, attaching a document to an email message might be easy for you, but that might not be the best approach for a given audience. As with cost, balance the time factor with your needs and the needs of your audience. Finally, consider security and privacy issues before distributing documents that contain sensitive or con�idential information. Your company may have restrictions on the type of information that can be distributed through various media and channels.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

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Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

6-1. What are the three main tasks involved in revising a business message? [LO-1]

6-2. What are your two primary responsibilities when editing or revising the work of another writer? [LO-1] 6-3. What are the relative advantages of short, medium, and long sentences? [LO-2] 6-4. What functions do headings serve? [LO-2] 6-5. What are some ways you can make a document more concise? [LO-3]

6-6. What are hedging sentences, and why should they be avoided unless truly necessary? [LO-4] 6-7. Why is proofreading an important part of the writing process? [LO-5] 6-8. What perceptual tricks can you use to improve your chances of spotting errors during proofreading? [LO-5] 6-9. What factors should you consider when choosing a distribution method for your messages (other than for systems where you don’t have a choice)? [LO-

6]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

6-10. How does careful revision re�lect the “you” attitude? [LO-1]

6-11. Why should you limit the number of typefaces and type styles in most business documents? [LO-4]

6-12. Why is white space particularly critical when designing documents for mobile devices? [LO-4]

6-13. How can you demonstrate good business sense in the choices you make regarding message distribution? [LO-6]

Practice Your Skills 6-14. Message for Analysis 6.A: Revising to Improve Readability [LO-2] Analyze the strengths and weaknesses of this message, then revise it so that it

follows the guidelines in Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) through 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) :

As an organization, the North American Personal Motorsports Marketing Association has committed ourselves to helping our members—a diverse group comprising of dealers of motorcycles, all-terrain vehicles, Snowmobiles, and personal watercraft—achieve their business objectives. Consequently, our organization, which usually goes under the initials NAPMMA, has the following aims, goals, and objectives. Firstly, we endeavor to aid or assist our members in reaching their business objectives. Second, NAPMMA communicates (“lobbying” in slang terms) with local, state, and national governmental agencies and leaders on issues of importance to our members. And lastly, we educate the motorsports public, that being current motorsports vehicle owners, and prospective owners of said vehicles, on the safe and enjoyable operation of they’re vehicles.

6-15. Message for Analysis 6.B: Designing for Readability [LO-4] To access this message, visit http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) , click on Student Assignments, select Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) , and then select Message 6.B. Download and open the Microsoft Word document. Using the various page, paragraph, and font formatting options available in your word processor, modify the formatting of the document so that its visual tone matches the tone of the message.

6-16. Message for Analysis 6.C: Evaluating the Work of Another Writer [LO-1] To access this message, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) , click on Student Assignments, select Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) , and then select Message 6.C. Download and open the Microsoft Word document. Using your knowledge of effective writing and the tips on page 151 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#page_151) for evaluating the work of other writers, evaluate this message. After you set Microsoft Word to track changes, make any necessary corrections. Insert comments, as needed, to explain your changes to the author.

Exercises Active links for all websites in this chapter can be found on MyBCommLab; see your User Guide for instructions on accessing the content for this chapter. Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

6-17. Evaluating the Work of Other Writers [LO-1] Find a blog post (at least three paragraphs long) on any business-related topic. Evaluate it using the 10 questions on page 151 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#page_151) . Email your analysis to your instructor, along with a permalink (a permanent link to this speci�ic post, rather than to the blog overall) to the blog post.

6-18. Revising for Readability (Sentence and Paragraph Length) [LO-2] Rewrite the following paragraph to vary the length of the sentences and to shorten the paragraph so it looks more inviting to readers:

Although major league baseball remains popular, more people are attending minor league baseball games because they can spend less on admission, snacks, and parking and still enjoy the excitement of America’s pastime. Connecticut, for example, has three AA minor league teams, including the New Haven Ravens, who are af�iliated with the St. Louis Cardinals; the Norwich Navigators, who are af�iliated with the New York Yankees; and the New

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Britain Rock Cats, who are af�iliated with the Minnesota Twins. These teams play in relatively small stadiums, so fans are close enough to see and hear everything, from the swing of the bat connecting with the ball to the thud of the ball landing in the out�ielder’s glove. Best of all, the cost of a family outing to see rising stars play in a local minor league game is just a fraction of what the family would spend to attend a major league game in a much larger, more crowded stadium.

Revising for Readability (Sentence Length) [LO-2]

Break the following sentences into shorter ones by adding more periods and revise as needed for smooth �low:

6-19. The next time you write something, check your average sentence length in a 100-word passage, and if your sentences average more than 16 to 20 words, see whether you can break up some of the sentences.

6-20. Don’t do what the village blacksmith did when he instructed his apprentice as follows: “When I take the shoe out of the �ire, I’ll lay it on the anvil, and when I nod my head, you hit it with the hammer.” The apprentice did just as he was told, and now he’s the village blacksmith.

6-21. Unfortunately, no gadget will produce excellent writing, but using a yardstick like the Fog Index gives us some guideposts to follow for making writing easier to read because its two factors remind us to use short sentences and simple words.

6-22. Know the �lexibility of the written word and its power to convey an idea, and know how to make your words behave so that your readers will understand.

6-23. Words mean different things to different people, and a word such as block may mean city block, butcher block, engine block, auction block, or several other things.

Editing for Conciseness (Unnecessary Words) [LO-3]

Cross out unnecessary words in the following phrases:

6-24. Consensus of opinion

6-25. New innovations

6-26. Long period of time

6-27. At a price of $50

6-28. Still remains

Editing for Conciseness (Long Words) [LO-3]

Revise the following sentences, using shorter, simpler words:

6-29. The antiquated calculator is ineffectual for solving sophisticated problems.

6-30. It is imperative that the pay increments be terminated before an inordinate de�icit is accumulated.

6-31. There was unanimity among the executives that Ms. Jackson’s idiosyncrasies were cause for a mandatory meeting with the company’s personnel director.

6-32. The impending liquidation of the company’s assets was cause for jubilation among the company’s competitors.

6-33. The expectations of the president for a stock dividend were accentuated by the preponderance of evidence that the company was in good �inancial condition.

Editing for Conciseness (Lengthy Phrases) [LO-3]

Use in�initives as substitutes for the overly long phrases in these sentences:

6-34. For living, I require money.

6-35. They did not �ind suf�icient evidence for believing in the future.

6-36. Bringing about the destruction of a dream is tragic.

Editing for Conciseness (Lengthy Phrases) [LO-3]

Rephrase the following in fewer words:

6-37. In the near future

6-38. In the event that

6-39. In order that

6-40. For the purpose of

6-41. With regard to

6-42. It may be that

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6-43. In very few cases

6-44. With reference to

6-45. At the present time

6-46. There is no doubt that

Editing for Conciseness (Lengthy Phrases) [LO-3]

Revise to condense these sentences to as few words as possible:

6-47. We are of the conviction that writing is important.

6-48. In all probability, we’re likely to have a price increase.

6-49. Our goals include making a determination about that in the near future.

6-50. When all is said and done at the conclusion of this experiment, I’d like to summarize the �inal windup.

6-51. After a trial period of three weeks, during which time she worked for a total of 15 full working days, we found her work was suf�iciently satisfactory so that we offered her full-time work.

Editing for Conciseness (Unnecessary Modi�iers) [LO-3]

Remove all the unnecessary modi�iers from these sentences:

6-52. Tremendously high pay increases were given to the extraordinarily skilled and extremely conscientious employees.

6-53. The union’s proposals were highly in�lationary, extremely demanding, and exceptionally bold.

Editing for Clarity (Hedging) [LO-3]

Rewrite these sentences so that they no longer contain any hedging:

6-54. It would appear that someone apparently entered illegally.

6-55. It may be possible that sometime in the near future the situation is likely to improve.

6-56. Your report seems to suggest that we might be losing money.

6-57. I believe Nancy apparently has somewhat greater in�luence over employees in the e-marketing department.

6-58. It seems as if this letter of resignation means you might be leaving us.

Editing for Clarity (Inde�inite Starters) [LO-3]

Rewrite these sentences to eliminate the inde�inite starters:

6-59. There are several examples here to show that Elaine can’t hold a position very long.

6-60. It would be greatly appreciated if every employee would make a generous contribution to Mildred Cook’s retirement party.

6-61. It has been learned in Washington today from generally reliable sources that an important announcement will be made shortly by the White House.

6-62. There is a rule that states that we cannot work overtime without permission.

6-63. It would be great if you could work late for the next three Saturdays.

Editing for Clarity (Parallelism) [LO-3]

Revise these sentences to present the ideas in parallel form:

6-64. Mr. Hill is expected to lecture three days a week, to counsel two days a week, and must write for publication in his spare time.

6-65. She knows not only accounting, but she also reads Latin.

6-66. Both applicants had families, college degrees, and were in their thirties, with considerable accounting experience but few social connections.

6-67. This book was exciting, well written, and held my interest.

6-68. Don is both a hard worker and he knows bookkeeping.

Editing for Clarity (Awkward References) [LO-3]

Revise the following sentences to delete the awkward references:

6-69. The vice president in charge of sales and the production manager are responsible for the keys to 34A and 35A, respectively.

6-70. The keys to 34A and 35A are in executive hands, with the former belonging to the vice president in charge of sales and the latter belonging to the production manager.

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6-71. The keys to 34A and 35A have been given to the production manager, with the aforementioned keys being gold embossed.

6-72. A laser printer and an inkjet printer were delivered to John and Megan, respectively.

6-73. The walnut desk is more expensive than the oak desk, the former costing $300 more than the latter.

Editing for Clarity (Dangling Modi�iers) [LO-3]

Rewrite these sentences to clarify the dangling modi�iers:

6-74. Full of trash and ripped-up newspapers, we left Dallas on a plane that apparently hadn’t been cleaned in days.

6-75. Lying on the shelf, Ruby found the operations manual.

6-76. With leaking plumbing and outdated wiring, I don’t think we should buy that property.

6-77. Being cluttered and �ilthy, Sandy took the whole afternoon to clean up her desk.

6-78. After proofreading every word, the letter was ready to be signed.

Editing for Clarity (Noun Sequences) [LO-3]

Rewrite the following sentences to eliminate the long strings of nouns:

6-79. The focus of the meeting was a discussion of the bank interest rate deregulation issue.

6-80. Following the government task force report recommendations, we are revising our job applicant evaluation procedures.

6-81. The production department quality assurance program components include employee training, supplier cooperation, and computerized detection equipment.

6-82. The supermarket warehouse inventory reduction plan will be implemented next month.

6-83. The State University business school graduate placement program is one of the best in the country.

Editing for Clarity (Sentence Structure) [LO-3]

Rearrange the following sentences to bring the subjects closer to their verbs:

6-84. Trudy, when she �irst saw the bull pawing the ground, ran.

6-85. It was Terri who, according to Ted, who is probably the worst gossip in the of�ice (Tom excepted), mailed the wrong order.

6-86. William Oberstreet, in his book Investment Capital Reconsidered, writes of the mistakes that bankers through the decades have made.

6-87. Judy Schimmel, after passing up several sensible investment opportunities, despite the warnings of her friends and family, invested her inheritance in a jojoba plantation.

6-88. The president of U-Stor-It, which was on the brink of bankruptcy after the warehouse �ire, the worst tragedy in the history of the company, prepared a press announcement.

Editing for Clarity (Camou�laged Verbs) [LO-3]

Rewrite each sentence so that the verbs are no longer camou�laged:

6-89. Adaptation to the new rules was performed easily by the employees.

6-90. The assessor will make a determination of the tax due.

6-91. Veri�ication of the identity of the employees must be made daily.

6-92. The board of directors made a recommendation that Mr. Ronson be assigned to a new division.

6-93. The auditing procedure on the books was performed by the vice president.

6-94. Completing: Designing for Readability; Media Skills: Blogging [LO-4], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) Compare the home pages of Bloomberg and MarketWatch, two websites that cover �inancial markets. What are your �irst impressions of these two sites? How do their overall designs compare in terms of information delivery and overall user experience? Choose three pieces of information that a visitor to these sites would be likely to look for, such as a current stock price, news from international markets, and commentary from market experts. Which site makes it easier to �ind this information? Why? Present your analysis in a post for your class blog.

6-95. Communication Ethics: Making Ethical Choices; Media Skills: Blogging [LO-3], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) The time and energy required for careful revision can often bene�it you or your company directly, such as by increasing the probability that website visitors will buy your products. But what about situations in which the quality of your writing and revision work really doesn’t stand to bene�it you directly? For instance, assume that you are putting a notice on your website, informing the local community about some upcoming construction to your manufacturing plant. The work will disrupt traf�ic for nearly a year and generate a signi�icant amount of noise and air pollution, but knowing the speci�ic dates and times of various construction activities will allow people to adjust their commutes and other activities to minimize the negative impact on their daily lives. However, your company does not sell products in the

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local area, so the people affected by all this are not potential customers. Moreover, providing accurate information to the surrounding community and updating it as the project progresses will take time away from your other job responsibilities. Do you have an ethical obligation to keep the local community informed with accurate, up-to-date information? Why or why not?

6-96. Proofreading [LO-5] Proofread the following email message, and revise it to correct any problems you �ind:

Our �inal company orrientation of the year will be held on Dec. 20. In preparation for this sesssion, please order 20 copies of the Policy handbook, the con�indentiality agreenemt, the employee bene�its Manual, please let me know if you anticipate any delays in obtaining these materials.

Expand Your Skills Critique the Professionals

Identify a company website that in your opinion violates one or more of the principles of good design discussed on pages 157 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec9#page_157) –162 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#page_162) . Using whatever medium your instructor requests, write a brief analysis of the site (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on effective proofreading. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

6-97. Why is it helpful to put your �irst draft aside for a while before you begin the editing process? [LO-1]

6-98. How do your typeface selections help determine the personality of your documents and messages? [LO-4]

Endnotes 1. Jefferson Rabb website, accessed 21 January 2013, www.jeffersonrabb.com (http://www.jeffersonrabb.com) ; Joshua Bodwell, “Artful Author Web Sites,” Poets & Writers, January/February 2011, 79–84; Super Sad True Love Story website, accessed 22 January 2011, http://supersadtruelovestory.com (http://supersadtruelovestory.com) ; Beat the Reaper website, accessed 22 January 2011, www.beatthereaper.com (http://www.beatthereaper.com) .

2. Deborah Gunn, “Looking Good on Paper,” Of�ice Pro, March 2004, 10–11.

3. Jacci Howard Bear, “Desktop Publishing Rules of Page Layout,” About.com (http://About.com) , accessed 22 August 2005, www.about.com (http://www.about.com) .

4. Kas Thomas, “The Serif Readability Myth,” assertTrue blog, 18 January 2013, asserttrue.blogspot.com (http://asserttrue.blogspot.com) ; Ole Lund, “Knowledge Construction in Typography: The Case of Legibility Research and the Legibility of Sans Serif Typefaces,” doctoral dissertation, University of Reading, October 1999.

5. Jacci Howard Bear, “Desktop Publishing Rules for How Many Fonts to Use,” About.com (http://About.com) , accessed 22 August 2005, www.about.com (http://www.about.com) .

6. “Mobile Message Mayhem,” Verne Ordman & Associates, accessed 12 March 2014, www.businesswriting.biz (http://www.businesswriting.biz) .

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PART 3 Digital, Social, and Visual Media

CHAPTER 7 Digital Media (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) CHAPTER 8 Social Media (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) CHAPTER 9 Visual Media (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09)

Choosing the best medium for every business message and using it effectively are essential communication skills. Fortunately, you probably have a fair amount of experience with various digital, social, and visual media. The three chapters in this part will help you adapt that experience to the unique demands of business communication.

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7 Digital Media

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Identify the major digital media formats available for business messages, and list nine compositional modes used in electronic media 2 Describe the evolving role of email in business communication, and explain how to adapt the three-step writing process to email messages 3 Describe the business bene�its of instant messaging (IM), and identify guidelines for effective IM in the workplace 4 Explain why organizing website content is so challenging, and explain the concept of information architecture 5 Explain how to adapt the three-step writing process to podcasting

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT The U.S. Small Business Administration Imagine that you need to provide information to all these audiences:

People who are considering starting a business and would like more information about it; they may be looking for articles, online training courses, or in-person counseling

Small-business owners who are struggling with everything from personnel management to �inancing

Homeowners and small-business owners seeking �inancial assistance in the wake of natural disasters

Business owners who want to learn more about negotiating contracts to sell goods and services to the federal government

Whistleblowers looking to report fraud, waste, or abuse

Companies looking for advice on exporting their products

Financial institutions wanting to know more about lending money to small businesses through various government-backed programs

Journalists and other stakeholders who want information about your organization

Taken individually, these writing projects wouldn’t be terribly dif�icult to organize because each one is fairly narrow and has a clearly de�ined audience. However, the catch in this case is that all these audiences and more are coming to the same website.

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The website of the U.S. Small Business Administration serves the information needs of a diverse range of visitors. Carefully devised information architecture helps ensure that every visitor can �ind what he or she is looking for.

Source: The U.S. Small Business Administration

If you were in charge of organizing the content and navigational linkages on this site, your challenge would be to make sure every user can �ind the information he or she is looking for in the fastest, most logical way.

Such is the task facing the U.S. Small Business Administration (SBA), whose website has well over 700 individual pages on dozens of topics. It’s a challenge shared by all organizations with massive websites—the sites of multinational corporations can run to many thousands of individual pages.

In addition to the sheer amount of content on these large sites, some information is “evergreen,” meaning it stays current for months or years after publication, whereas other information is dynamic and might change every day. Moreover, the information on large sites can’t always be split cleanly into parallel categories. In addition, some site visitors know exactly what they’re looking for, but others may have only a vague idea of what they need. Finally, levels of computer experience, education, and comfort with written English can vary widely across the target audience.

Designing a satisfying web experience in the face of these challenges starts with the information architecture, a plan that shows the organization of a website’s content and the navigational linkages that let individual users map their own path through the site. Unlike letters, reports, email messages, and other linear media, the web is a nonlinear medium in which readers can jump from location to location—forward, backward, and sideways. This �lexibility can be tremendously helpful if readers can easily choose their paths to get the speci�ic information they need, but it can also irritate readers if the navigation is confusing or needlessly complicated. Knowing the needs of each audience segment is crucial to designing navigational paths that are as short and logical as possible.

The SBA website’s architecture is built around six high-level divisions. Three of these are parallel categories of information that re�lect the various challenges and opportunities a business owners is likely to face: “Starting & Managing,” which offers advice on launching and managing a small business; “Loans & Grants,” which offers guidance on applying for �inancial support; and “Contracting,” which advises business owners on selling to the U.S. government. Visitors can start with these general categories and drill down to �ind speci�ic topics. The other three categories are the “Learning Center,” which provides access to training videos and other resources; “Local Assistance,” which connects visitors to a variety of resources available through local SBA of�ices around the country; and “SBA Direct,” which lets visitors �ilter the information they see according to personal preferences.

By structuring the site content by these information and activity categories, the SBA website does an effective job of making a vast collection of information accessible to a wide range of audience members.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note1)

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1 LEARNING OBJECTIVE Identify the major digital media formats available for business messages, and list nine compositional modes used in electronic media.

7.1 Digital Media for Business Communication The website challenges faced by the Small Business Administration (pro�iled in the chapter-opening Communication Close-Up) highlight one of the most important considerations in using digital media. In addition to providing quality content, you need to use your chosen medium/channel combination wisely to maximize its potential and minimize its drawbacks.

DIGITAL AND SOCIAL MEDIA OPTIONS The considerable range of electronic media available for business messages continues to grow as communication technologies evolve:

Email. Conventional email has long been a vital medium for business communication, although it is being replaced in many instances by other tools that provide better support for instant communication and real-time collaboration.

Business communicators use the full range of electronic media options, from conventional email and IM to newer social networking tools.

Instant messaging (IM) (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term3) . IM usage now rivals email in many companies. IM offers even greater speed than email, as well as simple operation and fewer problems with unwanted messages or security and privacy problems.

Text messaging (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term6) . Phone-based text messaging has a number of applications in business communication, including order and status updates, marketing and sales messages, electronic coupons, and customer service.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note2)

Web content. Websites are one of the most important electronic media types, from small business sites with a few pages up to large corporate sites with hundreds or thousands of pages.

Podcasting (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term4) . You may be familiar with podcasts as the online equivalent of recorded radio or video broadcasts. Businesses are now using podcasts to replace or supplement some conference calls, newsletters, training courses, and other communication activities.

Social networks. Social networks have evolved into a major business communication technology, from well-known public networks to the private, internal networks that many companies now use.

Information and media sharing sites. In addition to social networks, a variety of systems have been designed speci�ically for sharing content, including user-generated content sites, media curation sites, and community Q&A sites.

Wikis. The collaborative nature of wikis—websites that can be expanded and edited by teams, user communities, or the public at large—make them a natural for aggregating “crowd knowledge.”

Blogging and microblogging. The ability to update content quickly and easily makes blogs and microblogs (such as Twitter) a natural medium when communicators want to get messages out in a hurry.

Online video. Now that YouTube and similar websites have made online video available to hundreds of millions of web users, video has been transformed from a fairly specialized tool to a mainstream business communication medium. More than half of the world’s largest companies now have their own branded channels on YouTube, for example.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note3)

The �irst �ive of these—email, IM, text messaging, web content, and podcasting—are covered in this chapter. The various social media, from social networks to microblogs, are addressed in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) . Online video is covered in Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) along with other visual media.

Note that the lines between these media often get blurred as systems expand their capabilities or people use them in new ways. For example, Facebook Messages integrates IM, text messages, and email capabilities, in addition to being a social networking system.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note4) Moreover, the mobile variants of all these technologies add another layer of challenges and opportunities for business communicators. For example, the ability to scan coded labels such as barcodes or the similar Quick Response (QR) codes attached to printed materials, products, or store windows (or the ability to pick up radio signals from near-�ield communication tags) gives smartphone users a way to get more information—from the companies themselves and from other consumers providing reviews on social websites.

Even with the widespread use of electronic media, printed memos and letters still play an important role in business communication.

Most of your business communication is likely to be via electronic means, but don’t overlook the bene�its of printed messages. (For more on formatting printed letters and memos, see Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) and Appendix A (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm01#bm01) .) Here are several situations in which you should consider using a printed message rather than electronic alternatives:

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When you want to make a formal impression. For special messages, such as sending congratulations or condolences, the formality of printed documents usually makes them a much better choice than electronic messages.

When you are legally required to provide information in printed form. Business contracts and government regulations sometimes require that information be provided on paper.

When you want to stand out from the �lood of electronic messages. If your audience’s computers are over�lowing with Twitter updates, email, and IM, sometimes a printed message can stand out enough to get noticed.

When you need a permanent, unchangeable, or secure record. Letters and memos are reliable. Once printed, they can’t be erased with a single keystroke or surreptitiously modi�ied the way some electronic messages can be. Printed documents are also more dif�icult to copy and forward.

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Should you email, text, or pick up the phone?

These tips will help you make the best choice in various business situations. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

COMPOSITIONAL MODES FOR DIGITAL AND SOCIAL MEDIA As you practice using various media and channels in this course, it’s best to focus on the fundamentals of planning, writing, and completing messages, rather than on the speci�ic details of any one medium or system.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note5) Fortunately, the basic communication skills required usually transfer from one system to another. You can succeed with written communication in virtually all electronic media by using one of nine compositional modes:

Communicating successfully with electronic media requires a wide range of writing approaches.

Conversations. IM is a great example of a written medium that mimics spoken conversation. And just as you wouldn’t read a report to someone sitting in your of�ice, you wouldn’t use conversational modes to exchange large volumes of information or to communicate with more than a few people at once.

Comments and critiques. One of the most powerful aspects of social media is the opportunity for interested parties to express opinions and provide feedback, whether by leaving comments on a blog post or reviewing products on an e-commerce site. Sharing helpful tips and insightful commentary is also a great way to build your personal brand. To be an effective commenter, focus on short chunks of information that a broad spectrum of other site visitors will �ind helpful. Rants, insults, jokes, and blatant self-promotion are usually of little bene�it to others.

Orientations. The ability to help people �ind their way through an unfamiliar system or subject is a valuable writing skill and a talent that readers greatly appreciate. Unlike summaries (see next item), orientations don’t give away the key points in the collection of information but rather tell readers where to �ind those points. Writing effective orientations can be a delicate balancing act because you need to know the material well enough to guide others through it while being able to step back and view it from the inexperienced perspective of a “newbie.”

Summaries. At the beginning of an article or webpage, a summary functions as a miniature version of the document, giving readers all the key points while skipping over details. At the end of an article or webpage, a summary functions as a review, reminding readers of the key points they’ve just read. A series of key points extracted from an article or webpage can also serve as a summary (see the discussion later of tweetables).

Reference material. One of the greatest bene�its of the Internet is the access it can provide to vast quantities of reference materials—numerical or textual information that people typically don’t read in a linear way but rather search through to �ind particular data points, trends, or other details. One of the challenges of writing reference material is that you can’t always know how readers will want to access it. Making the information accessible via search engines is an important step. However, readers don’t always know which search terms will yield the best results, so consider an orientation and organize the material in logical ways with clear headings that promote skimming.

Narratives. The storytelling techniques covered in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) can be effective in a wide variety of situations. Narratives work best when they have an intriguing beginning that ignites readers’ curiosity, a middle section that moves quickly through the challenges that an individual or company faced, and an inspiring or instructive ending that gives readers information they can apply in their own lives and jobs.

Teasers. Teasers intentionally withhold key pieces of information as a way to pull readers or listeners into a story or other document. Teasers are widely used in marketing and sales messages, such as a bit of copy on the outside of an envelope that promises important information on the inside. In digital media, the space limitations and URL linking capabilities of Twitter and other microblogging systems make them a natural tool for the teaser approach (see Figure 7.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec1#ch7�ig1) ). Although they can certainly be effective, teasers need to be used with respect for readers’ time and information needs. Be sure that the payoff, the information a teaser links to, is valuable and legitimate. You’ll quickly lose credibility if readers think they are being tricked into clicking through to information they don’t really want. (Tweetables are Twitter- ready bites of information extracted from a blog post or other messages. They often serve as teasers, although a series of them can make an effective summary as well.)

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Status updates and announcements. If you use social media frequently, much of your writing will involve status updates and announcements. However, don’t post trivial information that only you are likely to �ind interesting. Post only those updates that readers will �ind useful, and include only the information they need.

Tutorials. Given the community nature of social media, the purpose of many messages is to share how-to advice. Becoming known as a reliable expert is a great way to build customer loyalty for your company while enhancing your own personal value.

Figure 7.1 Compositional Modes: Writing Teasers

The global accounting and consulting �irm Deloitte uses Twitter to announce and promote a variety of topics and resources. Rather than relying on the 140- character tweets to convey the entire message, the company’s tweets instead serve as teasers, encouraging readers to click through for more detailed information.

Source: Deloitte Global Services Twitter page. Copyright © 2012 Deloitte Global Services Limited. Reprinted with permission.

As you approach a new communication task using electronic media, ask yourself what kind of information audience members are likely to need and then choose the appropriate compositional mode. Of course, many of these modes are also used in written media, but over time, you may �ind yourself using all of them in various electronic and social media contexts.

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Telling compelling stories on social media

Storytelling is an effective business communication strategy, and social media can be the idea platform for it. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

OPTIMIZING CONTENT FOR MOBILE DEVICES

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Figure 7.2 Wearable Technology

Smartwatches and other wearable technologies can simplify and enhance everyday tasks such as note taking and brainstorming.

Source: Alissa Holland/Contributor/Moment Mobile/Getty Images

Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) and 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) offer tips on writing and formatting messages for mobile devices. While keeping the limitations of small screens and alternative input methods in mind, look for opportunities to take advantage of mobile-speci�ic capabilities via apps and mobile- friendly websites. Mobile expands your options as a content creator, and it gives your audience members a wider range of more-engaging ways to consume your content:

Mobile offers a range of exciting ways to enhance the audience experience.

Location-based services. Location-based social networking links the virtual world of online social networking with the physical world of retail stores and other locations. As mobile web use in general continues to grow, location-based networking promises to become an important business communication medium because mobile consumers are a signi�icant economic force—through the purchases they make directly and through their ability to in�luence other consumers.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note6)

Gami�ication. The addition of game-playing aspects to apps and web services, known as gami�ication, can increase audience engagement and encourage repeat use. Examples include Foursquare’s “check-in” competitions and Bunchball’s Nitro competitions for sales teams.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note7)

Augmented reality. Superimposing data on live camera images can help mobile consumers learn about companies and services in the immediate vicinity, for example. Another potential business use is on-the-job training, in which training content is provided as workers are learning or performing various tasks.

Wearable technology. From virtual-reality goggles to smart-watches to body-movement sensors, wearable technology pushes the radical connectivity of mobile to the next level. Some of these items work as auxiliary screens and controls for other mobile devices, but others are meant for independent use. One of the key promises of wearable technology is simplifying and enhancing everyday tasks for consumers and employees alike (see Figure 7.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec1#ch7�ig2) ).8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note8)

Mobile blogging. Smartphones and tablets are idea for mobile blogs, sometimes referred to as moblogs. The mobile capability is great for workers whose jobs keep them on the move, and for special-event coverage such as live-blogging trade shows and industry conventions.

Mobile podcasting. Similarly, smartphone-based podcasting tools make it easy to record audio on the go and post �inished podcasts to your blog or website.

Cloud-based services. Mobile communication is ideal for cloud-based services—digital services that rely on resources stored in the cloud.

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2 LEARNING OBJECTIVE Describe the evolving role of email in business communication, and explain how to adapt the three-step writing process to email messages.

7.2 Email Email has been a primary medium for many companies for several decades, and in the beginning it offered a huge advantage in speed and ef�iciency over the media it frequently replaced (printed and faxed messages). Over the years, email began to be used for many communication tasks simply because it was the only widely available electronic medium for written messages and millions of users were comfortable with it. However, other tools—such as instant messaging, blogs, microblogs, social networks, and shared workspaces—are taking over speci�ic tasks for which they are better suited.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note9) For example, email is not usually the best choice for conversational communication (IM is better for this) or project management discussions and updates (blogs, wikis, and various purpose-built systems are often better for this).

Overuse is one of the major complaints about email.

In addition to the widespread availability of better alternatives for many communication purposes, the indiscriminate use of email has lowered its appeal in the eyes of many professionals. In a sense, email is too easy to use—it’s too easy to send low-value messages to multiple recipients and to trigger long message chains that become impossible to follow as people chime in along the way. In fact, frustration with email is so high in some companies that managers are making changes to reduce or even eliminate its use for internal communication.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note10)

In spite of its shortcomings, email remains a major business communication medium.

However, email still has compelling advantages that will keep it in steady use in many companies. First, email is universal. Anybody with an email address can reach anybody else with an email address, no matter which systems the senders and receivers are on. Second, email is still the best medium for many private, short- to medium-length messages, particularly when the exchange is limited to two people. Unlike with microblogs or IM, for instance, midsize messages are easy to compose and easy to read on email. Third, email’s noninstantaneous nature is an advantage when used properly. Email lets senders compose substantial messages in private and on their own schedule, and it lets recipients read those messages at their leisure.

PLANNING EMAIL MESSAGES

Cut down on message overload by making sure every email message you send has a valid business purpose.

The solution to email overload starts in the planning step, by making sure every message has a valid, business-related purpose. Also, be aware that many companies now have formal email policies that specify how employees can use email, including restrictions against using company email service for personal messages, sending con�idential information, or sending material that might be deemed objectionable. In addition, many employers now monitor email, either automatically with software programmed to look for sensitive content or manually via security staff actually reading selected email messages. Regardless of formal policies, though, every email user has a responsibility to avoid actions that could cause trouble, from downloading virus-infected software to sending inappropriate photographs. Email hygiene refers to all the efforts that companies are making to keep email clean and safe—from spam blocking and virus protection to content �iltering.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note11)

Even with fairly short messages, spend a moment or two on the message planning tasks described in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) : analyzing the situation, gathering necessary information for your readers, and organizing your message. You’ll save time in the long run because you will craft a more effective message on the �irst attempt. Your readers will get the information they need and won’t have to generate follow-up messages asking for clari�ication or additional information.

WRITING EMAIL MESSAGES Business email is a more formal medium than you are probably accustomed to with email for personal communication (see Figure 7.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec5#ch7�ig3) ). The expectations of writing quality for business email are higher than for personal email, and the consequences of bad writing or poor judgment can be much more serious. For example, email messages and other electronic documents have the same legal weight as printed documents, and they are often used as evidence in lawsuits and criminal investigations.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note12)

Business email messages are more formal than the email messages you send to family and friends.

Figure 7.3 Email for Business Communication

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In this response to an email query from a colleague, Elaine Burgman takes advantage of her email system’s features to create an ef�icient and effective message.

Source: Microsoft Outlook 2013, Microsoft Corporation

The email subject line might seem like a small detail, but it is actually one of the most important parts of an email message because it helps recipients decide which messages to read and when to read them. To capture your audience’s attention, make your subject lines informative and compelling. Go beyond simply describing or classifying your message; use the opportunity to build interest with keywords, quotations, directions, or questions.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note13) For example, “July sales results” accurately describes the content of the message, but “July sales results: good news and bad news” is more intriguing. Readers will want to know why some news is good and some is bad.

The subject line is often the most important part of an email message because it can determine whether the message gets read.

In addition, many email programs display the �irst few words or lines of incoming messages, even before the recipient opens them. As noted by social media public relations expert Steve Rubel, you can “tweetify” the opening lines of your email messages to make them stand out. In other words, choose the �irst few words carefully to grab your reader’s attention.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note14) Think of the �irst sentence as an extension of your subject line.

Attitudes about emoticons in business communication are changing; you’ll have to use your best judgment in every case.

As a lean medium, email can present challenges when you need to express emotional nuances, whether positive or negative. For years, users of email (as well as IM and text messaging) have used a variety of emoticons to express emotions in casual communication. For example, to express sympathy as a way to take some of the sting out of negative news, one might use a “frowny face,” either the :(character string or a graphical emoticon such as

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or one of the colorful and sometimes animated characters available in some systems.

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT

Will Emoticons Give Your Career a Frowny Face?

Your project team has just been reprimanded by the boss for missing a deadline. Your colleagues left the meeting grumbling about being criticized in public after working nights and weekends, and you fear that morale will slip.

You could craft an inspirational message to soothe the bruised egos and get the team’s energy turned around in a positive direction. However, writing such a message could be risky, because world-weary teammates might just brush it off as happytalk and resent you for trying to be a cheerleader.

Alternatively, you could suggest that your colleagues lighten up and stay focused on the ultimate goal of the project. However, you already know that telling grumpy people to cheer up is a sure�ire way to make most of them even grumpier.

Instead, you opt for a quick bit of gentle sarcasm, designed to help release the negative emotions in a collegial way. When you get back to your desk, you write the following instant message:

Well, let’s pick up the pieces of our shattered lives and move on;-)

The over-the-top phrasing is a subtle way to remind everyone that the criticism wasn’t all that traumatic, and that winking emoticon tells everyone to lighten up without actually saying so. The apparent sarcasm connects with people who are marinating in their negative emotions, but it’s really a pep talk disguised as sarcasm.

Then you worry that the emoticon will seem unprofessional, so you replace it with a simple period:

Well, let’s pick up the pieces of our shattered lives and move on.

Oops. That one minor change to make the message more professional turned it into a statement of resigned sadness. You search your keyboard for any acceptable symbol that might help:

Well, let’s pick up the pieces of our shattered lives and move on!

Great, now you’ve managed to sound bitter and demanding at the same time.

Given the dif�iculty of communicating emotional nuance in lean media such as IM and email, are emoticons really all that bad? The answer depends on the situation, your relationship with your audience, and the company culture. Until emoticons become more widely accepted in business communication, it’s wise to err on the side of caution.

CAREER APPLICATIONS

1. As a manager, what reaction would you have to job applicants who use emoticons in their email messages?

2. Are emoticons just a generational difference in perspective, or is there more to the issue? Explain your answer.

In past years, the use of emoticons was widely regarded as unprofessional and therefore advised against in business communication. Recently, though, an increasing number of professionals seem to be using them, particularly for communication with close colleagues, even as other professionals continue to view them as evidence of lazy or immature writing.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note15) In the face of these con�licting perspectives, the best advice is to use caution. Avoid emoticons for all types of external communication and for formal internal communication, and avoid those bright yellow graphical emoticons (and particularly animated emoticons) in all business communication.

COMPLETING EMAIL MESSAGES Particularly for important messages, taking a few moments to revise and proofread might save you hours of headaches and damage control. The more important the message, the more carefully you need to proof. Also, favor simplicity when it comes to producing your email messages. A clean, easily readable font, in black on a white background, is suf�icient for nearly all email messages. Take advantage of your email system’s ability to include an email signature (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term1) , a small �ile that automatically includes such items as your full name, title, company, and contact information at the end of your messages.

Think twice before hitting “Send.” A simple mistake in your content or distribution can cause major headaches.

When you’re ready to distribute your message, pause to verify what you’re doing before you click “Send.” Make sure you’ve included everyone necessary—and no one else. Don’t click “Reply All” when you mean to click only “Reply.” The difference could be embarrassing or even career threatening. Don’t include people in the cc (courtesy copy or “carbon copy,” historically) or bcc (blind courtesy copy) �ields unless you know how these features work. (Everyone who receives the message can see who is on the cc line but not who is on the bcc line.) Also, don’t set the message priority to “high” or “urgent” unless your message is truly urgent. And if you intend to include an attachment, be sure that it is indeed attached.

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To review the tips and techniques for successful email, see Table 7.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec5#ch7tab1) and “Checklist: Creating Effective Email Messages” or click on Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) at http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

TABLE 7.1 Tips for Effective Email Messages Tip Why It’s Important

When you request information or action, make it clear what you’re asking for, why it’s important, and how soon you need it; don’t make your reader write back for details.

People will be tempted to ignore your messages if they’re not clear about what you want or how soon you want it.

When responding to a request, either paraphrase the request or include enough of the original message to remind the reader what you’re replying to.

Some businesspeople get hundreds of email messages a day and may need reminding what your speci�ic response is about.

If possible, avoid sending long, complex messages via email. Long messages are easier to read as attached reports or web content.

Adjust the level of formality to the message and the audience. Overly formal messages to colleagues can be perceived as stuffy and distant; overly informal messages to customers or top executives can be perceived as disrespectful.

Activate a signature �ile, which automatically pastes your contact information into every message you create.

A signature saves you the trouble of retyping vital information and ensures that recipients know how to reach you through other means.

Don’t let unread messages pile up in your in-basket. You’ll miss important information and create the impression that you’re ignoring other people.

Never type in all caps. ALL CAPS ARE INTERPRETED AS SCREAMING.

Don’t overformat your messages with background colors, multicolored type, unusual fonts, and so on.

Such messages can be dif�icult and annoying to read on screen.

Remember that messages can be forwarded anywhere and saved forever. Don’t let a moment of anger or poor judgment haunt you for the rest of your career.

Use the “return receipt requested” feature only for the most critical messages.

This feature triggers a message back to you whenever someone receives or opens your message; many consider this an invasion of privacy.

Make sure your computer has up-to-date virus protection. One of the worst breaches of “netiquette” is infecting other computers because you haven’t bothered to protect your own system.

Pay attention to grammar, spelling, and capitalization. Some people don’t think email needs formal rules, but careless messages make you look unprofessional and can annoy readers.

Use acronyms sparingly. Shorthand such as IMHO (in my humble opinion) and LOL (laughing out loud) can be useful in informal correspondence with colleagues, but avoid using them in more formal messages.

CHECKLIST ✓ Creating Effective Email Messages A. Planning email messages

Make sure every email message you send is necessary.

Don’t cc or bcc anyone who doesn’t really need to see the message.

Follow company email policy; understand the restrictions your company places on email usage.

Practice good email hygiene by not opening suspicious messages, keeping virus protection up to date, and following other company guidelines.

Follow the chain of command.

B. Writing email messages

Remember that business email is more formal than personal email.

Recognize that email messages carry the same legal weight as other business documents.

Pay attention to the quality of your writing and use correct grammar, spelling, and punctuation.

Make your subject lines informative by clearly identifying the purpose of your message.

Make your subject lines compelling by wording them in a way that intrigues your audiences.

Use the �irst few words of the email body to catch the reader’s attention.

C. Completing email messages

Revise and proofread carefully to avoid embarrassing mistakes.

Keep the layout of your messages simple and clean, particularly for mobile recipients.

Use an email signature �ile to give recipients your contact information.

Double-check your recipient list before sending.

Don’t mark messages as “urgent” unless they truly are urgent.

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3 LEARNING OBJECTIVE Describe the business bene�its of instant messaging (IM), and identify guidelines for effective IM in the workplace.

7.3 Instant Messaging and Text Messaging Computer-based instant messaging (IM) (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term3) , in which users’ messages appear on each other’s screens instantly, is used extensively for internal and external communication. IM is available in standalone systems and as a function embedded in online meeting systems, collaboration systems, social networks, and other platforms. For conversational exchanges, it’s hard to top the advantages of IM, and the technology is replacing both email and voicemail in many situations.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note16) Business-grade IM systems, often referred to as enterprise IM, offer a range of capabilities, including basic chat, presence awareness (the ability to quickly see which people are at their desks and available to IM), remote display of documents, video capabilities, remote control of other computers, automated newsfeeds from blogs and websites, and automated bot (derived from the word robot) capabilities in which a computer can carry on simple conversations.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note17)

Phone-based text messaging (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term6) has a number of applications in business as well, including marketing (alerting customers about new sale prices, for example), customer service (such as airline �light status, package tracking, and appointment reminders), security (for example, authenticating mobile banking transactions), crisis management (such as updating all employees working at a disaster scene), and process monitoring (alerting computer technicians to system failures, for example).18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note18) As it becomes more tightly integrated with other communication media, text messaging is likely to �ind even more widespread use in business communication. For example, texting is now integrated into systems such as Facebook Messages and Gmail, and branded “StarStar numbers” can deliver web-based content such as videos, software apps, and electronic coupons to mobile phones.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note19)

The advice offered in this section applies primarily to IM but is relevant to text messaging as well.

IM offers many bene�its:

Rapid response

Low cost

Ability to mimic conversation

Wide availability

UNDERSTANDING THE BENEFITS AND RISKS OF IM The bene�its of IM include rapid response to urgent messages, lower cost than phone calls, ability to mimic conversation more closely than email, and availability on a wide range of devices and systems.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note20) In addition, because it more closely resembles one-on-one conversation, IM doesn’t get misused as a one-to-many broadcast method as often as email does.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note21)

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Etiquette guidelines for instant messaging

As a lean medium, IM is particularly vulnerable to misunderstandings; learn how to avoid them. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

The potential drawbacks of IM include security problems (computer viruses, network in�iltration, and the possibility that sensitive messages might be intercepted by outsiders), the need for user authentication (making sure that online correspondents are really who they appear to be), the challenge of logging messages for later review and archiving (a legal requirement in some industries), incompatibility between competing IM systems, and spim (unsolicited commercial messages, similar to email spam). And as with email, IM is a lean medium with little opportunity to convey nonverbal signals, which increases the chances of message misinterpretation.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note22)

ADAPTING THE THREE-STEP PROCESS FOR SUCCESSFUL IM Although instant messages are often conceived, written, and sent within a matter of seconds, the principles of the three-step process still apply:

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Although you don’t plan individual instant messages in the usual way, view important IM exchanges as conversations with speci�ic goals in mind.

MOBILE APPS

LINE is a free IM app that offers one-on-one and group chat capabilities.

Planning instant messages. View every IM exchange as a conversation; while you may not deliberately plan every individual statement you make or question you pose, take a moment to plan the overall exchange. If you’re requesting something, think through exactly what you need and the most effective way to ask for it. If someone is asking you for something, consider his or her needs and your ability to meet them before you respond. And although you rarely need to organize instant messages in the sense of creating an outline, try to deliver information in a coherent, complete way that minimizes the number of individual messages required.

Writing instant messages. As with email, the appropriate writing style for business IM is more formal than the style you may be accustomed to with personal IM or text messaging. You should generally avoid IM acronyms (such as FWIW for “for what it’s worth” or HTH for “hope that helps”) except when communicating with close colleagues. In the IM exchange in Figure 7.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec9#ch7�ig4) , notice how the participants communicate quickly and rather informally but still maintain good etiquette and a professional tone. This style is even more important if you or your staff use IM to communicate with customers and other outside audiences.

Completing instant messages. One of the biggest attractions of IM is that the completing step is so easy. You don’t have to produce the message in the usual sense, and distribution is as simple as hitting “Enter” or clicking a “Send” button. However, don’t skip over the revising and proofreading tasks. Quickly scan each message before you send it, to make sure you don’t have any missing or misspelled words and that your message is clear and complete.

Regardless of the system you’re using, you can make IM more ef�icient and effective by following these tips:23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note23)

Understand the guidelines for successful business IM before you begin to use it.

Be courteous in your use of IM; if you don’t need an answer instantly, you can avoid interrupting someone by sending an email or other type of message instead.

Figure 7.4 Instant Messaging for Business Communication

Instant messaging is widely used in business, but you should not use the same informal style of communication you probably use for IM with your friends and family.

MyBCommLab Apply Figure 7.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec9#ch7�ig4) ’s key concepts by going to mybcommlab.com (http://mybcommlab.com)

CHECKLIST ✓ Using IM Productively

Pay attention to security and privacy issues and be sure to follow all company guidelines.

Treat IM as a professional communication medium, not an informal, personal tool; avoid using IM slang with all but close colleagues.

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Maintain good etiquette, even during simple exchanges.

Protect your own productivity by making yourself unavailable when you need to focus.

In most instances, don’t use IM for con�idential messages, complex messages, or personal messages.

Unless an IM conversation or meeting is scheduled, make yourself unavailable when you need to focus on other work.

If you’re not on a secure system, don’t send con�idential information.

Be extremely careful about sending personal messages—they have a tendency to pop up on other people’s computers at embarrassing moments.

Don’t use IM for impromptu meetings if you can’t verify that everyone concerned will be available.

Unless your system is set up for it, don’t use IM for lengthy, complex messages; email is better for those.

Try to avoid carrying on multiple IM conversations at once, to minimize the chance of sending messages to the wrong people or making one person wait while you tend to another conversation.

Follow all security guidelines designed to keep your company’s information and systems safe from attack.

To review the advice for effective IM in the workplace, see “Checklist: Using IM Productively” or click on Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) at http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

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4 LEARNING OBJECTIVE Explain why organizing website content is so challenging, and explain the concept of information architecture.

7.4 Website Content You probably won’t develop web content as often as you use email, social networks, and other media, but most companies have at least a basic website, and you might be involved in planning or expanding on it. Most of what you’re learning about using other digital media is relevant to website content as well, although the unique nature of websites presents some special challenges. (The information here applies to conventional web content. Blogs and wikis are covered in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .)

ORGANIZING WEBSITE CONTENT

MOBILE APPS

Weebly offers a simple way to create mobile-friendly websites.

As the SBA vignette at the beginning of the chapter suggests, the versatility of websites can be both a blessing and a curse. It’s a blessing because a single web presence can serve multiple purposes for multiple audiences. For example, a company website can have sections for potential employees, investors, future customers, current customers, business partners, news reporters, and members of the local community. Anyone who wants to learn more about the company can visit the website and �ind what he or she needs.

The versatility of websites can make them a challenge to organize because different visitors want different types of information.

That versatility can also be a curse, however, because it makes websites more dif�icult to plan and organize than virtually any other type of communication. Each of the target audiences has unique information needs and often little interest in the other material that might be on the site. Visitors also enter the site at different points. Some will type in the top-level URL, some will link through to lower-level pages from other websites (a product review in a blog, for example), and many will land on speci�ic pages after using a search engine.

Because the web is a multidimensional medium, readers move around in any order they please; there often is no beginning, middle, or end. When organizing a website, you need to anticipate the various paths your readers will want to follow and make sure you provide the right hyperlinks in the right places to help readers explore successfully. Professional website designers often use the term information architecture (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term2) to describe the content structure, labeling, and navigational �low of all the parts of a website.

In a sense, the information architecture is a three-dimensional outline of the site, showing (1) the vertical hierarchy of pages from the homepage down to the lower level, (2) the horizontal division of pages across the various sections of the site, and (3) the links that tie all these pages together, both internally (between various pages on the site) and externally (between your site and other websites).

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Effective examples of one-page web design

One Page Love has a large gallery of one-page webs designs. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

On simpler sites with few content categories, the information architecture is fairly straightforward. A recent trend toward one-page websites, in which all the content is presented on a single, scrolling page, represents the ultimate in website simplicity (see Figure 7.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec12#ch7�ig5) ). These sites can be particularly good for mobile devices because navigating them requires nothing more than simple scrolling action by the user. Companies also use one-page designs for individual sections of a larger website.

Start developing the information architecture by brainstorming how all your potential visitors will want to use the site.

However, on large corporate or organizational websites (such as your college or university’s website), the architecture can be extremely complex, and it is the information architect’s job to make each visitor’s experience as simple as possible.

To organize a site effectively, follow these tips:24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note24)

Brainstorm all the likely usage scenarios—who will visit the site, where will they be coming from, what will they be looking for, and what terms will they use to identify the information they need?

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Identify all the likely entry points to the site and the target information for each visitor segment.

Create a map or other visual tool that shows all the pathways between entry points and target information, then organize the content and links in the simplest, most direct way possible.

Make sure visitors can always �ind their way back to the top level of the site, even if a search engine link plunked them onto a page deep within the site.

Give visitors options for �inding what they want. Some will want to search by key terms, for example, whereas others will prefer to follow clearly de�ined paths that drill down into more speci�ic information (such as Products -> Consumer Products -> Tools -> Handheld Power Tools, for example).

Be consistent with labels and link behaviors, and use commonly accepted terminology. For example, web visitors now expect information about a company to be on a page titled “About Us.”

Think of your website as an information-delivery machine that visitors must learn how to operate in order to use ef�iciently. By making your machine as easy to use as possible, you’ll help visitors �ind what they want quickly and encourage them to come back for more.

Figure 7.5 One-Page Web Design

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Putting all the content on a single, scrollable page is the ultimate in simple website architecture, although the approach is limited to smaller websites or sections of websites. Web designer Josh Gross used this technique to promote his consulting services, telling his story quickly and effectively.

Source: One-Page Web Design from https://onehour.me (https://onehour.me) . Copyright © by Joshua B Gross. Used by permission of Joshua B Gross.

DRAFTING WEBSITE CONTENT Everything you know about effective writing applies to web content, but keep these extra points in mind as well:

Take special care to build trust with your intended audiences, as careful readers can be skeptical of online content. Make sure your content is accurate, current, complete, and authoritative.

Wherever you can, use the inverted pyramid style, in which you cover the most important information brie�ly at �irst and then gradually reveal successive layers of detail—letting readers choose to see those additional layers if they want to.

Help readers absorb information by breaking it into small, self-contained, easily readable chunks that are linked together logically. Many readers don’t have the patience to read lengthy pages online.

Present your information in a concise, skimmable format. Effective websites use a variety of means to help readers skim pages quickly, including lists, careful use of color and boldface, informative headings, and helpful summaries that give readers a choice of learning more if they want to (see Figure 7.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec12#ch7�ig6) ).

Figure 7.6 Writing for the Web

This page from the Google Help feature for Gmail demonstrates several important points about effective web writing.

Source: Google, Inc.

Use direct and concise link names that serve for both site navigation and content skimming. Above all else, clearly identify where a link will take readers. Don’t use cute wordplay that obscures the content, and don’t force readers to click through in order to �igure out where they’re going.

As much as possible, adapt your content for a global audience. Translating content is expensive, however, so some companies compromise by localizing the homepage while keeping the deeper, more detailed content in its original language.

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Intrigued by the challenge of designing effective websites?

The Information Architecture Institute can help you learn more about the IA profession. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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5 LEARNING OBJECTIVE Explain how to adapt the three-step writing process to podcasting.

7.5 Podcasting Podcasting is the process of recording audio or video �iles and distributing them online via RSS subscriptions, in the same way that blog posts are automatically fed to subscribers. Podcasting combines the media richness of voice or visual communication with the convenience of portability. Audiences can listen to or watch podcasts on a blog or website, or they can download them to phones or portable music players to consume on the go. Particularly with audio podcasts, the hands-off, eyes-off aspect makes them great for listening while driving or exercising.

UNDERSTANDING THE BUSINESS APPLICATIONS OF PODCASTING

Podcasting can be used to deliver a wide range of audio and video messages.

Podcasting is a good choice to replace existing audio and video messages, such as one-way teleconferences in which a speaker provides information without expecting to engage in conversation with the listeners. Training is another good use of podcasting; you may have already taken a college course via podcasts. Marketing departments can replace expensive printed brochures with video podcasts that demonstrate new products in action. Sales representatives who travel to meet with potential customers can listen to audio podcasts or view video podcasts to get the latest information on their companies’ products. Human resources departments can offer video tours of their companies to entice new recruits. Podcasts are also an increasingly common feature on blogs, letting audiences listen to or watch recordings of their favorite bloggers. Some services can even transcribe blogs into podcasts and vice versa.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note25)

ADAPTING THE THREE-STEP PROCESS FOR SUCCESSFUL PODCASTING

The three-step process adapts quite well to podcasting.

Although it might not seem obvious at �irst, the three-step writing process adapts quite nicely to podcasting. First, focus the planning step on analyzing the situation, gathering the information you’ll need, and organizing your material. One vital planning step depends on whether you intend to create podcasts for limited use and distribution (such as a weekly audio update to your virtual team) or a podcasting channel (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7term5) with regular recordings on a consistent theme, designed for a wider public audience. If you intend to create a podcasting channel, be sure to think through the range of topics you want to address over time to verify that you have a sustainable purpose.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note26) If you bounce from one theme to another, you risk losing your audience.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note27) Maintaining a consistent schedule is also important; listeners will stop paying attention if they can’t count on regular updates.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note28)

Steering devices such as transitions, previews, and reviews are vital in podcasts.

As you organize the content for a podcast, pay close attention to previews, transitions, and reviews. These steering devices are especially vital in audio recordings because audio lacks the headings and other elements that audiences rely on in print media. Moreover, scanning back and forth to �ind speci�ic parts of an audio or video message is much more dif�icult than with textual messages, so you need to do everything possible to make sure your audience successfully receives and interprets your message on the �irst try.

Plan your podcast content carefully; editing is more dif�icult with podcasts than with textual messages.

One of the attractions of podcasting is the conversational, person-to-person feel of the recordings, so unless you need to capture exact wording, speaking from an outline and notes rather than a prepared script is often the best choice. However, no one wants to listen to rambling podcasts that take several minutes to get to the topic or struggle to make a point, so don’t try to make up your content on the �ly. Effective podcasts, like effective stories, have a clear beginning, middle, and end.

MOBILE APPS

Mobile Podcaster lets you record audio podcasts on your mobile devices and instantly post them on your WordPress blog.

The completing step is where podcasting differs most dramatically from written communication, for the obvious reason that you are recording and distributing audio or video �iles. Particularly for more formal podcasts, start by revising your script or thinking through your speaking notes before you begin to record. The closer you can get to recording your podcasts in one take, the more productive you’ll be.

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For basic podcasts, your computer and perhaps even your smart-phone might have the hardware you already need, and you can download free recording software.

Most personal computers, smartphones, and other devices now have basic audio recording capability, including built-in microphones, and free editing software such as Audacity is available online. If you need higher production quality or greater �lexibility, you’ll need additional pieces of hardware and software, such as an audio processor (to �ilter out extraneous noise and otherwise improve the audio signal), a mixer (to combine multiple audio or video signals), a better microphone, more sophisticated recording and editing software, and perhaps some physical changes in your recording location to improve the acoustics.

Podcasts can be distributed in several ways, including through media stores such as iTunes, by dedicated podcast hosting services, or on a blog with content that supports the podcast channel. If you distribute your podcast on a blog, you can provide additional information and use the commenting feature of the blog to encourage feedback from your audience.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note29)

For a quick review of the key points of business podcasting, see “Checklist: Planning and Producing Business Podcasts.” For more news on podcasting, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) .

CHECKLIST ✓ Planning and Producing Business Podcasts

Consider podcasting whenever you have the opportunity to replace existing audio or video messages.

If you plan a podcast channel with a regular stream of new content, make sure you’ve identi�ied a theme or purpose that is rich enough to sustain your effort.

Pay close attention to previews, transitions, and reviews to help prevent your audience from getting lost.

Decide whether you want to improvise or speak from a written script.

If you improvise, do enough planning and organization to avoid �loundering and rambling in search of a point.

Remember that editing is much more dif�icult to do with audio or video than with textual media, and plan your content and recording carefully.

COMMUNICATION CHALLENGES AT SBA You’ve become intrigued by the challenge of information architecture and recently joined the SBA’s web team. Apply what you’ve learned in this chapter to these two challenges.

INDIVIDUAL CHALLENGE: A friend of yours is an experienced manager in a major U.S. corporation who has been bitten by the entrepreneurial bug. Rather than starting a business from the ground up, however, she would like to buy an existing business. She wants to know if SBA-backed loans can be used for this purpose. Find the answer to this question on the SBA website. How long did it take you? Did you consider this a satisfying web experience? Did you use the search box or “drill down” through the content structure? Summarize your experience in an email message to your instructor.

TEAM CHALLENGE: A colleague suggested that college and university websites face many of the same challenges the SBA faces with its website, including a diverse audience and the need to communicate a wide range of information. In teams assigned by your instructor, visit your college or university’s website and �ind the following information:

The current academic calendar

A description of the business communication course you are currently taking

A map of the main campus

Information about ordering tickets to school sporting events (if applicable)

A biography of the school president

For each task, record how long it took to �ind the information and how many screens you had to click through to reach the target. Based on these data, how would you assess the organization and navigation of your school’s website? How could the experience be improved for students, parents, and other website audiences? Summarize your �indings in a brief presentation.

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Quick Learning Guide

KEY TERMS email signature A small �ile that automatically includes such items as your full name, title, company, and contact information at the end of your messages information architecture Plan or map of the content structure, labeling, and navigational �low of all the parts of a website instant messaging (IM) Communication system in which users’ messages appear on each other’s screens instantly, without the need to be opened individually,

as with email podcasting The process of recording audio or video �iles and distributing them online podcasting channel Series of regular recordings on a consistent theme text messaging Phone-based messaging capability

SUMMARY OF LEARNING OBJECTIVES 1 Identify the major digital media formats available for business messages, and list nine compositional modes used in electronic media. Major digital media for business messages include email, instant messaging (IM), text messaging, web content, podcasting, social networks, information and media sharing sites, wikis, blogging and microblogging, and online video. The nine compositional modes used in electronic communication are conversations, comments and critiques, orientations, summaries, reference materials, narratives, teasers, status updates and announcements, and tutorials.

2 Describe the evolving role of email in business communication, and explain how to adapt the three-step writing process to email messages. As the earliest widely available electronic written medium, email was applied to a broad range of communication tasks—some it was well suited for and some it wasn’t. Over time, newer media such as instant messaging, blogs, and social networks have been taking over some of these tasks, but email remains a vital medium that is optimum for many private, short- to medium-length messages.

The three-step process adapts easily to email communication. One of the most important planning decisions in crafting email is making sure every message has a valuable purpose. Any key planning decision is to follow the chain of command in your organization in most instances; emailing over your boss’s head is a good way to stir up resentment. When writing email messages, bear in mind that the expectations of writing quality and formality are higher in business email. Also, pay close attention to the wording of an email message’s subject line; it often determines whether and when recipients open and read the message. Effective subject lines are both informative (concisely identifying what the message is about) and compelling (giving readers a reason to read the message). Completing email messages is straightforward. Proof and revise messages (particularly important ones), stick with a clean design, make use of the email signature feature, and make sure you distribute the message to the right people.

3 Describe the business bene�its of instant messaging (IM), and identify guidelines for effective IM in the workplace. The bene�its of IM include its capability for rapid response to urgent messages, lower cost than phone calls and email, ability to mimic conversation more closely than email, and availability on a wide range of devices.

As with email, business IM needs to be treated as a professional medium to ensure safe and effective communication. Be courteous in your use of IM to avoid interrupting others unnecessarily. Make yourself unavailable when you need to focus on other work, refrain from sending con�idential information if you’re not on a secure system, refrain from sending personal messages at work, avoid using IM for lengthy and complex messages, avoid carrying on multiple IM conversations at once, avoid IM slang with anyone other than close colleagues, and follow security guidelines.

4 Explain why organizing website content is so challenging, and explain the concept of information architecture. The primary challenge in organization website content is the medium’s extreme versatility. This versatility can be a blessing because a single web presence can serve multiple purposes for multiple audiences, but it also creates the challenge of providing an ef�icient and successful experience for all these unique visitors. The key to organizing a website is careful consideration of its information architecture, a map of the content structure, labeling, and navigational links and pathways in a website.

5 Explain how to adapt the three-step writing process to podcasting. Although you’ll be recording audio or video when creating podcasts, rather than writing messages, using the three-step process is an effective way to develop podcasts. Focus the planning step on analyzing the situation, gathering the information you’ll need, and organizing your material. If you plan to create a series of podcasts on a given theme (the equivalent of starting a radio or TV show), make sure you’ve identi�ied a range of topics extensive enough to keep your podcasts going over time. As you organize and begin to think about the words or images you’ll use as content, pay close attention to previews, transitions, and reviews so that audiences don’t get lost while listening or watching. Before you record, think through what you plan to say or shoot so that you don’t ramble while trying to make your key points. Finally, consider the necessary level of production quality; good-quality podcasts usually require some specialized hardware and software.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge 7-1. What are the situations in which a printed memo or letter might be preferable to an electronic message? [LO-1] 7-2. How do the compositional modes of orientations, summaries, and teasers differ? [LO-1] 7-3. Why are subject lines important in email messages? [LO-2] 7-4. What are the bene�its of using IM in business communication? [LO-3]

7-5. Should you ever plan an IM exchange? Explain your answer. [LO-3]

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7-6. What is information architecture? [LO-3] 7-7. Why is it important to have a long-term, sustainable purpose in mind before you launch a podcast channel? [LO-5]

7-8. Is it wise to speak “off the cuff,” with no notes or outline, when recording business podcasts? Why or why not? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

7-9. What are three innovative ways you could optimize your college’s website for mobile devices? 7-10. If you wanted to get your employees’ attention about the need to reduce costs without starting up the rumor mill about the possibility of layoffs, would it

be wise to send out an email with the subject line “To save everyone’s job, we must reduce costs now”? Explain your answer. [LO-2]

7-11. Should you ever use emoticons in business email messages? Explain your answer. [LO-2]

7-12. Communication on a major project is suffering because several team members are in the habit of writing cryptic or careless instant messages that often force recipients to engage in several rounds of follow-up messaging to �igure out what the sender had in mind. As project leader, you’ve spoken with these team members about the need to write clearer messages, but they respond that careful planning and writing defeats the whole purpose of instant messaging. How should you handle the situation? [LO-3]

7-13. Your company’s webmaster has become a big fan of tagging, the practice of identifying web content with category labels to make it easy to later retrieve all the content on a particular topic. She thinks tags are so powerful, in fact, that there is no longer any need to organize a website in any conventional, structured way. By using tag �iltering, she claims, people can �ind whatever they need. In an email message, explain to her why information architecture is still necessary. [LO-2], [LO-4]

7-14. Imagine that you’ve been on the job for two or three decades, and you’ve amassed a deep store of leadership wisdom during the years. You’d like to share your wisdom with your 800 employees in a biweekly podcast. How should you go about planning this podcast series to make sure your employees will listen regularly? [LO-5]

Practice Your Skills 7-15. Message 7.A: Media Skills: IM, Creating a Business-like Tone [LO-3] Review this IM exchange and explain how the customer service agent could have

handled the situation more effectively.

Agent: Thanks for contacting Home Exercise Equipment. What’s up?

Customer: I’m having trouble assembling my home gym.

Agent: I hear that a lot! LOL

Customer: So is it me or the gym?

Agent: Well, let’s see <g>. Where are you stuck?

Customer: The crossbar that connects the vertical pillars doesn’t �it.

Agent: What do you mean doesn’t �it?

Customer: It doesn’t �it. It’s not long enough to reach across the pillars.

Agent: Maybe you assembled the pillars in the wrong place. Or maybe we sent the wrong crossbar.

Customer: How do I tell?

Agent: The parts aren’t labeled so could be tough. Do you have a measuring tape? Tell me how long your crossbar is. 7-16. Message 7.B: Media Skills: Podcasting, Planning: Outlining Your Content [LO-5] To access this message, visit http://real-timeupdates.com/bct13

(http://real-timeupdates.com/bct13) , click on Student Assignments and select Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) , Message 7.B to listen to this podcast. Identify at least three ways in which the podcast could be improved, and draft a brief email message that you could send to the podcaster, giving your suggestions for improvement.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Collaboration: Working in Teams; Planning: Selecting Media [LO-1] Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) For each of these message needs, choose a medium that you think would work effectively and explain your choice. (More than one medium could work in some cases; just be able to support your particular choice.)

7-17. A technical support service for people trying to use their digital music players

7-18. A message of condolence to the family of an employee who passed away recently

7-19. A message from the CEO of a small company to the employees of the �irm, explaining that she is leaving the company to join a competitor

7-20. A series of observations on the state of the industry, intended mostly for professionals within the industry

7-21. A series of messages, questions, and answers surrounding the work of a team on a con�idential company project

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Media Skills: Writing Email Subject Lines [LO-2] Using your imagination to make up whatever details you need, revise the following email subject lines to make them more informative:

7-22. New budget �igures

7-23. Marketing brochure—your opinion

7-24. Production schedule

7-25. Media Skills: Email [LO-2] The following email message contains numerous errors related to what you’ve learned about planning and writing business messages. Using the information it contains, write a more effective version.

TO: Felicia August <�[email protected]> SUBJECT: Those are the breaks, folks

Some of you may not like the rules about break times; however, we determined that keeping track of employees while they took breaks at times they determined rather than regular breaks at prescribed times was not working as well as we would have liked it to work. The new rules are not going to be an option. If you do not follow the new rules, you could be docked from your pay for hours when you turned up missing, since your direct supervisor will not be able to tell whether you were on a “break” or not and will assume that you have walked away from your job. We cannot be responsible for any errors that result from your inattentiveness to the new rules. I have already heard complaints from some of you and I hope this memo will end this issue once and for all. The decision has already been made.

Starting Monday, January 1, you will all be required to take a regular 15-minute break in the morning and again in the afternoon, and a regular thirty- minute lunch at the times speci�ied by your supervisor, NOT when you think you need a break or when you “get around to it.”

There will be no exceptions to this new rule!

Felicia AugustManagerBilling and Accounting

Media Skills: IM, Creating a Businesslike Tone [LO-3] Your �irm, which makes professional paint sprayers, uses IM extensively for internal communication and frequently for external communication with customers and suppliers. Several customers have recently forwarded copies of messages they’ve received from your staff, asking if you know how casually some employees are treating this important medium. You decide to revise parts of several messages to show your staff a more appropriate writing style. Rewrite these sentences, making up any information you need, to convey a more businesslike style and tone. (Look up the acronyms online if you need to.)

7-26. IMHO, our quad turbo sprayer is best model 4U.

7-27. No prob; happy2help!

7-28. FWIW, I use the L400 myself & it rocks

7-29. Most cust see 20–30% reduct in fumes w/this sprayer—of course, YMMV.

7-30. Media Skills: Web Writing, Planning: Outlining Your Content [LO-4] Find the website of a small company or nonpro�it organization; make sure it is a fairly small and simple website. Identify all the individual pages on the site, then as best you can, “reverse engineer” the site’s information architecture, identifying all the linkages between the individual pages. Draw a map of the architecture, showing how the various pages are linked together. (Hint: If the website has a “Site map” link, click on that to see a hierarchical list of all the pages contained within with site.)

7-31. Media Skills: Podcasting, Planning: Outlining Your Content [LO-5] You began recording a weekly podcast to share information with your large and far-�lung staff. After a month, you ask for feedback from several of your subordinates, and you’re disappointed to learn that some people stopped listening to the podcast after the �irst couple weeks. Someone eventually admits that many staffers feel the recordings are too long and rambling, and the information they contain isn’t valuable enough to justify the time it takes to listen. You aren’t pleased, but you want to improve. An assistant transcribes the introduction to last week’s podcast so you can review it. You immediately see two problems. Revise the introduction based on what you’ve learned in this chapter.

So there I am, having lunch with Selma Gill, who just joined and took over the Northeast sales region from Jackson Stroud. In walks our beloved CEO with Selma’s old boss at Uni-Plex; turns out they were �inalizing a deal to co-brand our products and theirs and to set up a joint distribution program in all four domestic regions. Pretty funny, huh? Selma left Uni-Plex because she wanted to sell our products instead, and now she’s back selling her old stuff, too. Anyway, try to chat with her when you can; she knows the biz inside and out and probably can offer insight into just about any sales challenge you might be running up against. We’ll post more info on the co-brand deal next week; should be a boost for all of us. Other than those two news items, the other big news this week is the change in commission reporting. I’ll go into the details in a minute, but when you log onto the intranet, you’ll now see your sales results split out by product line and industry sector. Hope this helps you see where you’re doing well and where you might beef things up a bit. Oh yeah, I almost forgot the most important bit. Speaking of our beloved CEO, Thomas is going to be our guest of honor, so to speak, at the quarterly sales meeting next week and wants an update on how petroleum prices are affecting customer behavior. Each district manager should be ready with a brief report. After I go through the commission reporting scheme, I’ll outline what you need to prepare.

Expand Your Skills Critique the Professionals

Check out the Twitter accounts of several companies that sell products or services you use or might use in the future. Find three teaser messages that attempt to persuade you to click through to another website. In a brief summary on your class blog or in an email message to your instructor, compare the effectiveness of the three teasers. Which was most effective, and which was least effective? Why? Were the payoffs for all three teasers satisfactory and in line with what you expected to see?

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search

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function to �ind a website, video, PDF document, podcast, or presentation that offers advice on writing effective email and IM messages for mobile devices. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

EMAIL SKILLS 7-32. Media Skills: Email; Career Management: Personal Branding [LO-2], Prologue You’ve been laboring all summer at an internship, learning how business is conducted. You’ve done work nobody else wanted to do, but that’s okay. Even the smallest tasks can make a good impression on your future résumé.

This morning, your supervisor asks you to write a description of the job you’ve been doing. “Include everything, even the �iling,” she suggests, “and address it to me in an email message.” She says a future boss might assign such a task prior to a performance review. “You can practice describing your work without exaggeration—or too much modesty,” she says, smiling.

Your task: Using good techniques for short messages and relying on your real-life work experience, write an email that will impress your supervisor. Make up any details you need.

EMAIL SKILLS/PORTFOLIO BUILDER 7-33. Media Skills: Email; Message Strategies: Marketing and Sales Messages [LO-2], Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) One-quarter of all motor vehicle accidents that involve children under age 12 are side-impact crashes—and these crashes result in higher rates of injuries and fatalities than those with front or rear impacts.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note30)

Your task: You work in the consumer information department at Britax, a leading manufacturer of car seats. Your manager has asked you to prepare an email message that can be sent out whenever parents request information about side-impact crashes and the safety features of Britax seats. Start by researching side-impact crashes at the Britax website. Write a three-paragraph message that explains the seriousness of side-impact crashes, describes how injuries and fatalities can be minimized in these crashes, and describes how Britax’s car seats are designed to help protect children in side-impact crashes.

EMAIL SKILLS 7-34. Media Skills: Email; Message Strategies: Negative Messages [LO-2], Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) Many companies operate on the principle that the customer is always right, even when the customer isn’t right. They take any steps necessary to ensure happy customers, lots of repeat sales, and a positive reputation among potential buyers. Overall, this is a smart and successful approach to business. However, most companies eventually encounter a nightmare customer who drains so much time, energy, and pro�its that the only sensible option is to refuse the customer’s business. For example, the nightmare customer might be someone who constantly berates you and your employees, repeatedly makes outlandish demands for refunds and discounts, or simply requires so much help that you not only lose money on this person but also no longer have enough time to help your other customers. “Firing” a customer is an unpleasant step that should be taken only in the most extreme cases and only after other remedies have been attempted (such as talking with the customer about the problem), but it is sometimes necessary for the well-being of your employees and your company.

Your task: If you are currently working or have held a job in the recent past, imagine that you’ve encountered just such a customer. If you don’t have job experience to call on, imagine that you work in a retail location somewhere around campus or in your neighborhood. Identify the type of behavior this imaginary customer exhibits and the reasons the behavior can no longer be accepted. Write a brief email message to the customer to explain that you will no longer be able to accommodate him or her as a customer. Calmly explain why you have had to reach this dif�icult decision. Maintain a professional tone and keep your emotions in check.

EMAIL SKILLS/TEAM SKILLS 7-35. Media Skills: Email; Collaboration: Team Projects [LO-2], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) For the �irst time in history (aside from special situations such as major wars), more than half of all U.S. adult women now live without a spouse. (In other words, they live alone, with roommates, or as part of an unmarried couple.) Twenty-�ive percent have never married, and 26 percent are divorced, widowed, or married but living apart from their spouses. In the 1950s and into the 1960s, only 40 percent of women lived without a spouse, but every decade since, the percentage has increased. In your work as a consumer trend specialist for Seymour Powell, a product design �irm based in London that specializes in the home, personal, leisure, and transportation sectors, it’s your business to recognize and respond to demographic shifts such as this.

Your task: With a small team of classmates, brainstorm possible product opportunities that respond to this trend. In an email message to be sent to the management team at Seymour Powell, list your ideas for new or modi�ied products that might sell well in a society in which more than half of all adult women live without a spouse. For each idea, provide a one-sentence explanation of why you think the product has potential.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch7lev1sec18#ch7note31)

EMAIL SKILLS/MOBILE SKILLS 7-36. Media Skills: Email [LO-4] The size limitations of smartphone screens call for a different approach to writing (see page 138 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch5lev1sec20#page_138) ) and formatting (see page 162 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#page_162) ) documents.

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Your task: On the website of any company that interests you, �ind a news release (some companies refer to them as press releases) that announces the launch of a new product. Using Pages or any other writing app at your disposal, revise and format the material in a way that would be effective on smartphone screens.

IM SKILLS 7-37. Media Skills: IM; Compositional Modes: Tutorials [LO-1] [LO-5]High-de�inition television can be a joy to watch—but, oh, what a pain to buy. The �ield is cluttered with competing technologies and arcane terminology that is meaningless to most consumers. Moreover, it’s nearly impossible to de�ine one technical term without invoking two or three others, leaving consumers swimming in an alphanumeric soup of confusion. As a sales support manager for Crutch�ield, a leading online retailer of audio and video systems, you understand the frustration buyers feel; your staff is deluged daily by their questions.

Your task: To help your staff respond quickly to consumers who ask questions via Crutch�ield’s online IM chat service, you are developing a set of “canned” responses to common questions. When a consumer asks one of these questions, a sales adviser can simply click on the ready-made answer. Research the “Research and DIY” section on the Crutch�ield website, then writing concise, consumer-friendly de�initions of the following terms: 1080p, HDMI, 4K, and 3D TV.

WEB WRITING SKILLS/TEAM SKILLS 7-38. Message Strategies: Online Content; Collaboration: Team Projects [LO-4], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) If you’re like many other college students, your �irst year was more than you expected: more dif�icult, more fun, more frustrating, more expensive, more exhausting, more rewarding—more of everything, positive and negative. Oh, the things you know now that you didn’t know then!

Your task: With several other students, identify �ive or six things you wish you would’ve realized or understood better before you started your �irst year of college. These can relate to your school life (such as “I didn’t realize how much work I would have for my classes” or “I should’ve asked for help as sooner”) and your personal and social life (“I wish I would’ve been more open to meeting people”). Use these items as the foundation of a brief informational report that you could post on a blog that is read by high school students and their families. Your goal with this report is to help the next generation of students make a successful and rewarding transition to college.

WEB WRITING SKILLS/MOBILE SKILLS/PORTFOLIO BUILDER 7-39. Message Strategies: Online Content [LO-4] Adapting conventional web content to make it mobile friendly can require rethinking the site’s information architecture to simplify navigation and revising the content.

Your task: Choose the website of a company that makes products you �ind interesting. (Make it a conventional website, not one already optimized for mobile.) Analyze the section of the website that contains information about the company’s products and determine the best way to present that material on mobile device screens. Mock up at least two screens showing how you reformat the content to make it mobile friendly. Create a brief presentation with “before” and “after” views to show how your redesign would bene�it mobile site visitors.

WEB WRITING SKILLS 7-40. Message Strategies: Online Content [LO-4] As you probably experienced, trying to keep all the different schools straight in one’s mind while researching and applying for colleges can be rather dif�icult. Applicants and their families would no doubt appreciate a handy summary of your college or university’s key points as they relate to the selection and application process.

Your task: Adapt content from your college or university’s website to create a one-page “Quick Facts” sheet about your school. Choose the information you think prospective students and their families would �ind most useful. (Note that adapting existing content would be acceptable in a real-life scenario like this because you would be reusing content on behalf of the content owner. Doing so would de�initely not be acceptable if you were using the content for yourself or for someone other than the original owner.)

PODCASTING SKILLS 7-41. Media Skills: Podcasting; Career Management: Personal Branding [LO-5], Prologue While writing the many letters and email messages that are part of the job search process, you �ind yourself wishing that you could just talk to some of these companies so your personality could shine through. Well, you’ve just gotten that opportunity. One of the companies that you’ve applied to has emailed you back, asking you to submit a two-minute podcast, introducing yourself and explaining why you would be a good person to hire.

Your task: Identify a company that you’d like to work for after graduation and select a job that would be a good match for your skills and interests. Write a script for a two-minute podcast (roughly 250 words). Introduce yourself and the position you’re applying for, describe your background, and explain why you think you’re a good candidate for the job. Make up any details you need. If your instructor asks you to do so, record the podcast and submit the �ile.

PODCASTING SKILLS/PORTFOLIO BUILDER 7-42. Media Skills: Podcasting; Message Strategies: Marketing and Sales Messages [LO-5], Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) With any purchase decision, from a restaurant meal to a college education, recommendations from satis�ied customers are often the strongest promotional messages.

Your task: Write a script for a one- to two-minute podcast (roughly 150 to 250 words), explaining why your college or university is a good place to get an education. Your audience is high school juniors and seniors. You can choose to craft a general message, something that would be useful to all prospective students, or you can focus on a speci�ic academic discipline, the athletic program, or some other important aspect of your college experience. Either way, make sure your introductory comments make it clear whether you are offering a general recommendation or a speci�ic recommendation. If your instructor asks you to do so, record the podcast and submit the �ile electronically.

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MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

7-43. How can location-based services make messages more engaging for mobile device users? [LO-1]

7-44. How can you use the inverted pyramid style of writing to craft effective website content? [LO-4]

Endnotes 1. U.S. Small Business Administration website, accessed 26 January 2013, www.sba.org (http://www.sba.org) ; “Information Architecture,” Usability First, accessed 30 January 2013, www.usability�irst.com (http://www.usability�irst.com) .

2. “Ten Ways to Use Texting for Business,” Inc., accessed 21 July 2010, www.inc.com (http://www.inc.com) ; Kate Maddox, “Warrillow Finds 39% of Small-Business Owners Use Text Messaging,” BtoB, 1 August 2008, www.btobonline.com (http://www.btobonline.com) ; Dave Carpenter, “Companies Discover Marketing Power of Text Messaging,” Seattle Times, 25 September 2006, www.seattletimes.com (http://www.seattletimes.com) .

3. “Burson-Marsteller Fortune Global 10 Social Media Study,” The Burson-Marsteller Blog, 23 February 2010, www.burson-marsteller.com (http://www.burson- marsteller.com) .

4. “The New Messages,” Facebook.com (http://Facebook.com) , accessed 30 January 2011, www.facebook.com (http://www.facebook.com) .

5. Richard Edelman, “Teaching Social Media: What Skills Do Communicators Need?” in Engaging the New In�luencers; Third Annual Social Media Academic Summit (white paper), accessed 7 June 2010, www.newmediaacademicsummit.com (http://www.newmediaacademicsummit.com) .

6. Samantha Murphy, “Why Mobile Commerce Is on the Rise,” Mashable, 7 March 2012, http://mashable.com (http://mashable.com) .

7. Christopher Swan, “Gami�ication: A New Way to Shape Behavior,” Communication World, May–June 2012, 13–14.

8. “Wearables,” AllThingsCK, accessed 6 April 2014, allthingsck.com (http://allthingsck.com) .

9. Reid Goldborough, “More Trends for 2009: What to Expect with Personal Technology,” Public Relations Tactics, February 2009, 9.

10. Michelle V. Rafter, “If Tim Fry Has His Way, He’ll Eradicate Email for Good,” Workforce Management, 24 April 2012, www.workforce.com (http://www.workforce.com) .

11. Matt Cain, “Managing Email Hygiene,” ZD Net Tech Update, 5 February 2004, www.techupdate.zdnet.com (http://www.techupdate.zdnet.com) .

12. Hilary Potkewitz and Rachel Brown, “Spread of Email Has Altered Communication Habits at Work,” Los Angeles Business Journal, 18 April 2005, www.�indarticles.com (http://www.�indarticles.com) ; Nancy Flynn, Instant Messaging Rules (New York: AMACOM, 2004), 47–54.

13. Mary Munter, Priscilla S. Rogers, and Jone Rymer, “Business Email: Guidelines for Users,” Business Communication Quarterly, March 2003, 26; Renee B. Horowitz and Marian G. Barchilon, “Stylistic Guidelines for Email,” IEEE Transactions on Professional Communication 37, no. 4 (December 1994): 207–212.

14. Steve Rubel, “Tip: Tweetify the Lead of Your Emails,” The Steve Rubel Stream blog, 20 July 2010, www.steverubel.com (http://www.steverubel.com) .

15. Judith Newman, “If You’re Happy and You Know It, Must I Know, Too?” New York Times, 21 October 2011, www.nytimes.com (http://www.nytimes.com) .

16. Michal Lev-Ram, “IBM: Instant Messaging Has Replaced Voicemail,” CNNMoney, 31 May 2011, http://tech.fortune.cnn.com (http://tech.fortune.cnn.com) ; Robert J. Holland, “Connected—More or Less,” Richmond.com (http://Richmond.com) , 8 August 2006, www.richmond.com (http://www.richmond.com) .

17. Vayusphere website, accessed 22 January 2006, www.vayusphere.com (http://www.vayusphere.com) ; Christa C. Ayer, “Presence Awareness: Instant Messaging’s Killer App,” Mobile Business Advisor, 1 July 2004, www.highbeam.com (http://www.highbeam.com) ; Jefferson Graham, “Instant Messaging Programs Are No Longer Just for Messages,” USA Today, 20 October 2003, 5D; Todd R. Weiss, “Microsoft Targets Corporate Instant Messaging Customers,” Computerworld, 18 November 2002, 12; “Banks Adopt Instant Messaging to Create a Global Business Network,” Computer Weekly, 25 April 2002, 40; Michael D. Osterman, “Instant Messaging in the Enterprise,” Business Communications Review, January 2003, 59–62; John Pallato, “Instant Messaging Unites Work Groups and Inspires Collaboration,” Internet World, December 2002, 14.

18. Paul Mah, “Using Text Messaging in Business,” Mobile Enterprise blog, 4 February 2008, http://blogs.techrepublic.com.com/wireless (http://blogs.techrepublic.com.com/wireless) ; Paul Kedrosky, “Why We Don’t Get the (Text) Message,” Business 2.0, 2 October 2006, www.business2.com (http://www.business2.com) ; Carpenter, “Companies Discover Marketing Power of Text Messaging.”

19. “About StarStar,” Zoove website, accessed 6 June 2012, www.zoove.com (http://www.zoove.com) .

20. Mark Gibbs, “Racing to Instant Messaging,” NetworkWorld, 17 February 2003, 74.

21.“Email Is So Five Minutes Ago,” BusinessWeek, 28 November 2005, www.businessweek.com (http://www.businessweek.com) .

22. Martin Zwilling, “Texting is Killing Real Business Communication,” Business Insider, 13 January 2012, www.businessinsider.com (http://www.businessinsider.com) .

23. Leo Babauta, “17 Tips to Be Productive with Instant Messaging,” Web Worker Daily, 14 November 2007, http://webworkerdaily.com (http://webworkerdaily.com) ; Pallato, “Instant Messaging Unites Work Groups and Inspires Collaboration.”

24. Based in part on “Information Architecture”; Shel Holtz, Writing for the Wired World (San Francisco: International Association of Business Communicators, 1999), 28–29.

25. “Turn Your Feed into a Podcast,” Lifehacker blog, 12 January 2006, www.lifehacker.com (http://www.lifehacker.com) .

26. “Set Up Your Podcast for Success,” Feed For All website, accessed 4 October 2006, www.feedforall.com (http://www.feedforall.com) .

27. “Set Up Your Podcast for Success.”

28. Nathan Hangen, “4 Steps to Podcasting Success,” Social Media Examiner, 14 February 2011, www.socialmediaexaminer.com (http://www.socialmediaexaminer.com) .

29. Shel Holtz, “Ten Guidelines for B2B Podcasts,” Webpronews.com (http://Webpronews.com) , 12 October 2005, www.webpronews.com (http://www.webpronews.com) .

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30. “Side Impact Protection Explained,” Britax website, accessed 18 September 2008, www.britaxusa.com (http://www.britaxusa.com) .

31. Seymour Powell website, accessed 16 January 2007, www.seymourpowell.com (http://www.seymourpowell.com) ; Sam Roberts, “51% of Women Now Living Without a Spouse,” New York Times, 16 January 2007, www.nytimes.com (http://www.nytimes.com) .

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In keeping with the community atmosphere for coffee shops, a team of Starbucks employees connect with coffee fans on every major social media platform.

8 Social Media

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Identify seven key points for using social media in business communication 2 Describe the business communication applications of social networks 3 Explain how information and content sharing sites are used in business communication 4 Describe the role of blogging in business communication today, and explain how to adapt the three-step writing process to blogging 5 Describe the business uses of Twitter and other microblogging systems 6 Offer guidelines for becoming a valuable wiki contributor

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Starbucks With its portfolio of worldwide locations pushing toward the 20,000 mark, Starbucks has a reputation for being nearby whenever anybody anywhere might be craving a cup of coffee. Not surprisingly, its online communications follows the same strategy of being everywhere its customers might be. Its broadest presence is on Facebook, with more than 50 company- sponsored pages, including local pages in more than 40 countries. Typical posts include contests and other special promotions, enticing photos of various coffee drinks, instructional videos on making a great cup of coffee at home, and updates on community involvement projects.

Starbucks also maintains several dozen Twitter accounts, many of which are country speci�ic and tuned into local interests. In the Netherlands, for instance, fresh pastries are an essential part of the coffee experience, so employees alert customers on Twitter whenever a fresh batch is ready.

The company is active on a wide variety of other platforms as well, including Pinterest, YouTube, Foursquare, and Instagram. Although it is everywhere online, Starbucks takes care not to wear out its welcome. It posts new information relatively infrequently compared to many other major consumer brands. “They’re not cluttering up your news feed,” notes one industry observer.

Many companies use social media to offer digital coupons and sponsor online contests, but Starbucks takes things to an entirely new level. Its attention-getting efforts have included an online puzzle/scavenger hunt featuring Lady Gaga and an augmented-reality smartphone app that triggered animated movies when a phone was pointed at specially coded coffee cups.

Alexandra Wheeler, the company’s vice president in charge of global digital marketing, emphasizes that these social media efforts are about more than gaining fans and building awareness. “They can have a material impact on the business,” she says, citing one social media campaign that brought a million customers into Starbucks stores.

Like many companies still experimenting with social media as new tools and techniques emerge, Starbucks has had a stumble or two along the way. A notable example was a holiday Twitter hashtag campaign in the United Kingdom in which the company used a big-screen monitor at a national museum to display any tweet that included #spreadthecheer. The company was embroiled in a public controversy over corporate taxes at the time, and some people used the opportunity of the unmoni-tored Twitter channel to post angry and occasionally obscene messages about the company.

The episode highlights one of the core dilemmas in social media: How much control should companies exercise over the social media channels they sponsor? If they try to exert too much control, they can sti�le the very aspect of social engagement they’re aiming for. If they exert too little, even well-intentioned efforts can spin out of control and lead to embarrassing public spectacles. As social media continue to reshape business communication, �inding the right balance of conversation and control promises to be a never-ending challenge.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note1)

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1 LEARNING OBJECTIVE Identify seven key points for using social media in business communication.

8.1 Writing Strategies for Social Media Starbucks’ use of social media (pro�iled in the chapter opener) may seem like an obvious move, but these media represent a fundamental shift in the way companies handle business communication. The shift is still taking place, as more consumers adopt social media and more businesses experiment with the best ways to integrate these media and to adapt their internal and external communication practices.

Readers of social media expect to have a more engaged relationship with writers, so creating content for social media requires a new approach to writing.

No matter what media or compositional mode you are using for a particular message, writing for social media requires a different approach than for traditional media. Social media have changed the relationship between sender and receiver, so the nature of the messages needs to change as well. Whether you’re writing a blog or posting a product demonstration video to YouTube, consider these tips for creating successful content for social media:2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note2)

Remember that it’s a conversation, not a lecture or a sales pitch. One of the great appeals of social media is the feeling of conversation, of people talking with one another instead of one person talking at everyone else (see Figure 8.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec1#ch8�ig1) ). For all its technological sophistication, in an important sense social media provide a new spin on the age-old practice of word-of-mouth communication. As more and more people gain a voice in the marketplace, companies that try to maintain the old “we talk, you listen” mindset are likely to be ignored in the social media landscape.

Write informally but not carelessly. Write as a human being, not as a cog in a faceless corporate machine. At the same time, don’t get sloppy; no one wants to slog through misspelled words and half-baked sentences to �ind the message.

Readers—and search engines—don’t like spending time trying to �igure out clever puns and other wordplay; make your headlines clear and direct.

Create concise, speci�ic, and informative headlines. Avoid the temptation to engage in clever wordplay with headlines. This advice applies to all forms of business communication, of course, but it is essential for social media. Readers don’t want to spend time and energy �iguring out what your witty headlines mean. Search engines won’t know what they mean, either, so fewer people will �ind your content.

Get involved and stay involved. Social media understandably make some business-people nervous because they don’t permit a high level of control over messages. However, don’t hide from criticism. Take the opportunity to correct misinformation or explain how mistakes will be �ixed.

If you need to promote something, do so indirectly. Just as you wouldn’t hit people with a company sales pitch during an informal social gathering, refrain from blatant promotional efforts in social media.

Be transparent and honest. Honesty is always essential, of course, but a particular issue that has tripped up a few companies in recent years is hiding behind an online blogging persona—either a �ictitious character whose writing is actually done by a corporate marketing specialist or a real person who fails to disclose an af�iliation with a corporate sponsor.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

How social media have changed business communication

Katie Wagner highlights immediacy, access, connection, and research. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Think before you post! Because of careless messages, individuals and companies have been sued for Twitter updates, employees have been �ired for Facebook posts, vital company secrets have been leaked, and business and personal relationships have been strained. To be safe, assume that every message you post could be read by people far beyond your original audience.

Figure 8.1 Conversational Communication on Social Media

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The best social media efforts use a conversational writing style that creates the impression of talking with audiences, rather than lecturing or selling to them.

Source: Courtesy of Xerox Corporation.

A momentary lapse of concentration while using social media can cause tremendous career or company damage.

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2 LEARNING OBJECTIVE Describe the business communication applications of social networks.

8.2 Social Networks Social networks (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term7) , online services that help people and organizations form connections and share information, have become a major force in both internal and external business communication in recent years. In addition to Facebook, a variety of public and private social networks are used by businesses and professionals. These can be grouped into three categories:

Public, general-purpose networks. Facebook is the largest of these networks, although Google+ is gaining ground rapidly and is attracting many companies and brands. Additionally, regionally focused networks have signi�icant user bases in some countries, such as China’s Renren and Kaixin001.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note3)

Business communicators make use of a wide range of specialized and private social networks, in addition to public networks such as Facebook and Google+.

Public, specialized networks. Whereas Facebook and Google+ serve a wide variety of personal and professional needs, other networks focus on a particular function or a particular audience. The most widely known is LinkedIn, with its emphasis on career- and sales-related networking. Other networks address the needs of entrepreneurs, small-business owners, speci�ic professions, product enthusiasts, and other narrower audiences.

Private networks. Some companies have built private social networks for internal use. For example, the defense contractor Lockheed Martin created its Unity network, complete with a variety of social media applications, to meet the expectations of younger employees accustomed to social media and to capture the expert knowledge of older employees nearing retirement.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note4)

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Learn from the best social media bloggers in the business

See the 10 blogs rated best by readers of Social Media Examiner. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Regardless of the purpose and audience, social networks are most bene�icial when all participants give and receive information, advice, support, and introductions—just as in of�line social interaction. The following two sections describe how social networks are used in business communication and offer advice on using these platforms successfully.

BUSINESS COMMUNICATION USES OF SOCIAL NETWORKS

MOBILE APPS

The social media management app Social Oomph lets you monitor multiple social media sites, schedule updates, and perform other timesaving tasks.

With their ability to reach virtually unlimited numbers of people through a variety of electronic formats, social networks are a great �it for many business communication needs (see Figure 8.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec2#ch8�ig2) ). Here are some of the key applications of social networks for internal and external business communication:

Integrating company workforces. Just as public networks can bring friends and family together, internal social networks can help companies grow closer, including helping new employees navigate their way through the organization, �inding experts, mentors, and other important contacts; encouraging workforces to “jell” after reorganizations or mergers; and overcoming structural barriers in communication channels, bypassing the formal communication system to deliver information where it is needed in a timely fashion.

Fostering collaboration. Networks can play a major role in collaboration by identifying the best people, both inside the company and in other companies, to collaborate on projects; �inding pockets of knowledge and expertise within the organization; giving meeting or seminar participants a way to meet before an event takes place and to maintain relationships after events; accelerating the development of teams by helping team members get to know one another and identify individual areas of expertise; and sharing information throughout the organization.

Community building, both within companies and with customers and other external parties, is an important function of social networking.

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Building communities. Social networks are a natural tool for bringing together communities of practice, people who engage in similar work, and communities of interest, people who share enthusiasm for a particular product or activity. Large and geographically dispersed companies can bene�it greatly from communities of practice that connect experts who may work in different divisions or different countries. Communities of interest that form around a speci�ic product are sometimes called brand communities (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term2) , and nurturing these communities can be a vital business communication task. A majority of consumers now trust their peers more than any other source of product information, so formal and informal brand communities are becoming an essential information source in consumer buying decisions.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note5)

Socializing a brand is becoming an increasingly important element of marketing and public relations strategies.

Socializing brands and companies. According to one recent survey of company executives, socialization now accounts for more than half of a company or brand’s global reputation.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note6) Brand socialization (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term3) is a measure of how effectively a company engages with its various online stakeholders in a mutually bene�icial exchange of information. Social networks and related tools such as Twitter are the primary means of socializing companies and brands. To be successful, the communication on these platforms must be of value to all parties, not just the company.

Social networks are vital tools for distributing information as well as for gathering information about the business environment.

Understanding target markets. With hundreds of millions of people expressing themselves via social media, you can be sure that smart companies are listening. When asked about the value of having millions of Facebook fans, Coca-Cola CEO Muhtar Kent replied, “The value is you can talk with them. They tell you things that are important for your business and brands.”7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note7) In addition, a number of tools now exist to gather market intelligence from social media more or less automatically. For example, sentiment analysis is an intriguing research technique in which companies track social networks and other media with automated language-analysis software that tries to take the pulse of public opinion and identify in�luential opinion makers.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note8)

Figure 8.2 Business Communication Uses of Social Networks

Storytelling is one of the many business communication uses of social media. General Electric uses the timeline feature of Facebook to tell its company history.

Source: Copyright © 2012 by General Electric, Inc.

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Recruiting employees and business partners. Companies use social networks to �ind potential employees, short-term contractors, subject-matter experts, product and service suppliers, and business partners. A key advantage here is that these introductions are made via trusted connections in a professional network. On LinkedIn, for example, members can recommend each other based on current or past business relationships, which helps remove the uncertainty of initiating business relationships with strangers.

Connecting with sales prospects. Salespeople on networks such as LinkedIn can use their network connections to identify potential buyers and then to ask for introductions through those shared connections. Sales networking can reduce cold calling, telephoning potential customers out of the blue—a practice that few people on either end of the conversation �ind pleasant.

Supporting customers. Customer service is another one of the fundamental areas of business communication that have been revolutionized by social media. Social customer service involves using social networks and other social media tools to give customers a more convenient way to get help from the company and to help each other.

Extending the organization. Social networking is also fueling the growth of networked organizations, sometimes known as virtual organizations, where companies supplement the talents of their employees with services from one or more external partners, such as a design lab, a manufacturing �irm, or a sales and distribution company.

Business Communicators Innovating with Social Media Companies in virtually every industry use social media and continue to experiment with new ways to connect with customers and other stakeholders. From offering helpful tips on using products to helping customers meet each other, these companies show the enormous range of possibilities that new media continue to bring to business communication.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note9)

General-Purpose Social Networks

Most everyone is familiar with Facebook and Google+, and thousands of companies are active on these popular social networks. In addition, a number of social networks exist just for businesses and business professionals, including LinkedIn, the largest of the business networks. Kelly Financial Resources, part of the Kelly Services staf�ing company, maintains a pro�ile on LinkedIn, as do several hundred of its employees.

Source: Screenshot courtesy of Kelly Services company LinkedIn page. Copyright © 2013 by Kelly Services, Inc. Used by permission.

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Specialized Social Networks

A number of companies now host their own social networking sites, where product enthusiasts interact by sharing personal stories, offering advice, and commenting on products and company news—all brief-message functions that replace more traditional media options. For example, Specialized, a major bicycle manufacturer based in Morgan Hill, California, hosts the Specialized Riders Club, where customers can interact with each other and the professional riders the company sponsors. Similarly, the Segway Social network connects owners of these unique personal vehicles, including helping teams organize for Segway polo matches and other events.

Source: © 2015 Segway Inc. All Rights Reserved

User-Generated Content

Many companies now encourage user-generated content as a way to engage their stakeholders and provide additional value through shared expertise. The online shoe and apparel retailer Zappos, for example, invites customers to create and upload videos that communicate their experiences with Zappos and its products.

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Source: Copyright © 2013 by Zappos IP, Inc. Used by permission.

Value-Added Content via Blogging

One of the best ways to become a valued member of a network is to provide content that is useful to others in the network. The Quizzle personal �inance blog offers a steady stream of articles and advice that help people manage their �inances.

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Source: Copyright © 2013 by Quizzle. Used by permission.

Value-Added Content via Online Video

Lie-Nielsen Toolworks of Warren, Maine, uses its YouTube channel to offer valuable information on choosing and using premium woodworking tools. By providing sought-after information for both current and potential customers free of charge, these videos help Lie-Nielsen foster relationships with the worldwide woodworking community and solidify its position as one of the leaders in this market. Animal Planet, Best Western, and Taco Bell are among the many other companies that make effective use of branded channels on YouTube.

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Source: Copyright © 2013 by Lie-Nielson Toolworks, Inc. Used by permission.

Employee Recruiting

General Electric (GE) is one of many companies that now use Twitter to recruit new employees. GE uses its Twitter recruiting account (@GEConnections) to post job openings, talk about working at GE, and provide application advice to job seekers.

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Source: Copyright © 2012 by General Electric. Used by permission.

STRATEGIES FOR BUSINESS COMMUNICATION ON SOCIAL NETWORKS Social networks offer lots of business communication potential, but with those opportunities comes a certain degree of complexity. Moreover, the norms and practices of business social networking continue to evolve. Follow these guidelines to make the most of social networks for both personal branding and company communication:10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note10)

Choose the best composition mode (see Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) ) for every message type you post on social networks.

Choose the best compositional mode for each message, purpose, and network. As you visit various social networks, take some time to observe the variety of message types you see in different parts of each website. For example, the informal status update mode works well for Facebook posts but would be less effective for company overviews and mission statements.

Offer valuable content to members of your online communities. People don’t join social networks to be sales targets, of course. They join looking for connections and information. Content marketing is the practice of providing free information that is valuable to community members but that also helps a company build closer ties with current and potential customers.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note11)

Join existing conversations. Search for online conversations that are already taking place. Answer questions, solve problems, and respond to rumors and misinformation.

Anchor your online presence in your hub. Although it’s important to join those conversations and be visible where your stakeholders are active, it’s equally important to anchor your presence at your own central hub—a web presence you own and control. (Control is important because trying to use Facebook, Twitter, or another service as a hub leaves you at the mercy of changes in design, terms of service, and other variables.) The hub can be a conventional website or a combination of a website, a blog, and a company-sponsored online community, for example.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note12) Use the hub to connect the various pieces of your online “self” (as an individual or a company) to make it easier for people to �ind and follow you. For example, you can link to your blog from your LinkedIn pro�ile or automatically post your blog entries into the Notes tab on your Facebook page.

Facilitate community building. Make it easy for customers and other audiences to connect with the company and with each other. For example, you can use the group feature on Facebook, LinkedIn, and other social networks to create and foster special-interest groups within your networks. Groups are a great way to connect people who are interested in speci�ic topics, such as owners of a particular product.

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Restrict conventional promotional efforts to the right time and right place. Persuasive communication efforts are still valid for speci�ic communication tasks, such as regular advertising and the product information pages on a website, but efforts to inject blatant “salespeak” into social networking conversations will usually be rejected by the audience.

Product promotion can be done on social networks, but it needs to be done in a low-key, indirect way.

Maintain a consistent personality. Each social network is a unique environment with particular norms of communication.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note13) For example, as a strictly business-oriented network, LinkedIn has a more formal “vibe” than Facebook and Google+, which cater to both consumers and businesses. However, while adapting to the expectations of each network, be sure to maintain a consistent personality across all the networks in which you are active.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note14) The computer giant HP, for instance, uses the same (fairly formal-sounding) company overview on LinkedIn and Facebook, while posting Wall updates on Facebook that are “chattier” and more in keeping with the tone expected by Facebook visitors.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note15)

See “Writing Promotional Messages for Social Media” in Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) (pages 328 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec22#page_328) –329 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec22#page_329) ) for more tips on writing messages for social networks and other social media.

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3 LEARNING OBJECTIVE Explain how information and content sharing sites are used in business communication.

8.3 Information and Content Sharing Sites Social networks allow members to share information and media items as part of the networking experience, but a variety of systems have been designed speci�ically for sharing content. The �ield is diverse and still evolving, but the possibilities can be divided into user-generated content sites, content curation sites, and community Q&A sites.

USER-GENERATED CONTENT SITES YouTube, Flickr, Yelp, and other user-generated content (UGC) sites (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term9) , in which users rather than website owners contribute most or all of the content, have become serious business tools. On YouTube, for example, companies post everything from product demonstrations and TV commercials to company pro�iles and technical support explanations.

YouTube and other user-generated content sites are now important business communication channels.

Moreover, the business communication value of sites such as YouTube goes beyond the mere ability to deliver content. The social aspects of these sites, including the ability to vote for, comment on, and share material, encourage enthusiasts to spread the word about the companies and products they endorse.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note16)

As with other social media, the keys to effective user-generated content are making it valuable and making it easy. First, provide content that people want to see and share with colleagues. A video clip that explains how to use a product more effectively will be more popular than a clip that talks about how amazing the company behind the product is. Also, keep videos short, generally no longer than three to �ive minutes, if possible.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note17)

Second, make material easy to �ind, consume, and share. For example, a branded channel on YouTube lets a company organize all its videos in one place, making it easy for visitors to browse the selection or subscribe to get automatic updates of future videos. Sharing features let fans share videos through email or their accounts on Twitter, Facebook, and other platforms.

As one example of the way these sites are changing business communication, Yelp has become a major and sometimes controversial in�luence on consumer behavior at a local level by aggregating millions of reviews of stores, restaurants, and other businesses in large cities across the United States.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note18) With the voice of the crowd affecting consumer behavior, businesses need to (1) focus on performing at a high level so that customers reward them with positive reviews and (2) get involved on Yelp (the site encourages business owners to tell potential customers about themselves as well). These efforts could pay off much more handsomely than advertising and other conventional communication efforts.

The “voice of the crowd,” enabled through social media sites, can dramatically in�luence the way businesses are managed.

CONTENT CURATION SITES Newsfeeds from blogs and other online publishers can be a great way to stay on top of developments in any �ield. However, anyone who has signed up for more than a few RSS feeds has probably experienced the “�irehose effect” of getting so many feeds so quickly that it becomes impossible to stay on top of them. Moreover, when a highly active publisher loads its feed with articles, from the essential to the trivial, the reader is left to sort it all out every day.

An intriguing alternative to newsfeeds is content curation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term5) , in which someone with expertise or interest in a particular �ield collects and republishes material on a particular topic. The authors’ Business Communication Headline News (http://bchn.businesscommunicationnetwork.com (http://bchn.businesscommunicationnetwork.com) ), for instance, was one of the earliest examples of content curation in the �ield of business communication.

Content curation is the process of collecting and presenting articles, videos, and other material on a particular topic in a way that makes it convenient for target readers.

New curation tools, including Pinterest and Scoop.it (http://Scoop.it) , make it easy to assemble attractive online magazines or portfolios on speci�ic topics (see Figure 8.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec5#ch8�ig3) on the next page). Although it raises important issues regarding content ownership and message control,19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note19) curation has the potential to bring the power of community and shared expertise to a lot of different �ields; ultimately, it could reshape audience behavior and therefore the practice of business communication.

COMMUNITY Q&A SITES

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Community Q&A sites (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term4) , on which visitors answer questions posted by other visitors, are a contemporary twist on the early ethos of computer networking, which was people helping each other. (Groups of like-minded people connected online long before the World Wide Web was even created.) Community Q&A sites include dedicated customer support communities such as those hosted on Get Satisfaction and public sites such as Quora and Yahoo! Answers.

Community Q&A sites offer great opportunities for building your personal brand.

Responding to questions on Q&A sites can be a great way to build your personal brand, to demonstrate your company’s commitment to customer service, and to counter misinformation about your company and its products. Keep in mind that when you respond to an individual query on a community Q&A site, you are also “responding in advance” to every person in the future who comes to the site with the same question. In other words, you are writing a type of reference material in addition to corresponding with the original questioner, so keep the long timeframe and wider audience in mind.

Figure 8.3 Content Curation

Scoop.it (http://Scoop.it) and other content curation systems let you gather material that is likely to be of interest and bene�it to your followers.

Source: Carol Kinsey Goman, Ph.D/Bovee and Thill LLC

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4 LEARNING OBJECTIVE Describe the role of blogging in business communication today, and explain how to adapt the three-step writing process to blogging.

8.4 Blogging Blogs (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term1) , online journals that are easier to personalize and update than conventional websites, are a major force in business communication. Millions of business-oriented blogs are now in operation, and blogs have become an important source of information for consumers and professionals alike.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note20) Good business bloggers pay close attention to several important elements:

Communicating with personal style and an authentic voice. Traditional business messages designed for large audiences tend to be carefully scripted and written in a “corporate voice” that is impersonal and objective. In contrast, successful business blogs tend to exhibit the personal style of their authors. Audiences relate to this fresh approach and often build closer emotional bonds with the blogger’s organization as a result.

Writing in a personal, authentic voice is key to attracting and keeping blog readers.

Delivering new information quickly. Blogging tools let you post new material as soon as you create or �ind it. This feature not only allows you to respond quickly when needed—such as during a corporate crisis—but also lets your audiences know that active communication is taking place. Blogs that don’t offer a continuous stream of new and interesting content are quickly ignored in today’s online environment.

MOBILE APPS

The Feedly reader app gathers fresh content from all your favorite websites.

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT

Community Manager: One of the Hottest New Jobs in Business

With the rise in social media over the past few years and its transformative effect on business, community manager is one of the hottest new jobs in business. In the narrowest sense, a community manager is the social media interface between a company and its external stakeholders. More broadly, some community managers also plan and manage corporate events and oversee customer support operations. In smaller �irms, the community manager might be the sole voice in a company’s social media presence (running its Twitter account and Facebook pages, for example). In larger �irms, the job often entails supervising a team of people who carry out a broad range of audience-engagement activities.

Not surprisingly, communications skills are essential for community managers. These skills include not only handling the nuts and bolts of using social media effectively, but also fostering a sense of community and inspiring people to be passionate about a company and its brands. In addition, community management is a data-intensive job in many companies, with managers expected to make full use of analytical tools to measure the effects of social interaction and to use those answers to plan new initiatives. Community managers also have to be well versed in their company’s product and service offerings.

On a personal level, the job requires high energy, resilience, a thick skin for handling negative comments, and a willingness to be connected far beyond the limits of a 40-hour week. You are “the face of brand,” as Adobe’s community manager Rachael King describes it, and when major events hit, social managers are expected to respond in real time.

If the attractions and challenges of this job sound appealing to you, be sure to add community manager to the list of career paths you explore as you get closer to graduation.

CAREER APPLICATIONS

1. Would someone with limited work experience but a long personal history of using social media be a good candidate for a community manager position? Why or why not?

2. What are the risks of having a single person be the voice of a company, and how should companies address this risk?

Sources: Don Power, “In Their Own Words: What Community Managers Do Every Day,” SproutSocial, 7 March 2013, sproutsocial.com (http://sproutsocial.com) ; Ryan Lytle, “10 Qualities of an Effective Community Manager,” Mashable, 27 January 2013, http://mashable.com (http://mashable.com) ; Jennifer Grayeb, “The 4 Pillars of Community Management,” Forbes, 25 December 2013, www.forbes.com (http://www.forbes.com) ; Tim McDonald, “Community Manager: Key to the Future of Business,” Huf�ington Post, 27 January 2014, www.huf�ingtonpost.com (http://www.huf�ingtonpost.com) .

Choosing topics of peak interest to audiences. Successful blogs cover topics that readers care about, and they emphasize useful information while downplaying product promotion.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note21) These topics don’t need to be earthshaking or cutting edge—they just need to be things that matter to target readers.

Encouraging audiences to join the conversation. Not all blogs invite comments, but many bloggers consider comments to be an essential feature. These comments can be a valuable source of news, information, and insights. In addition, the relatively informal nature of blogging seems to make it easier for company representatives to let their guards down and converse with their audiences. Of course, not all comments are helpful or appropriate, which is why many bloggers moderate comments, previewing them before allowing them to be displayed.

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Most business blogs invite readers to leave comments as a way to encourage participation among stakeholders.

UNDERSTANDING THE BUSINESS APPLICATIONS OF BLOGGING Blogs are a potential solution whenever you have a continuing stream of information to share with an online audience—and particularly when you want the audience to have the opportunity to respond. Here are some of the many ways businesses are using blogs:22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note22)

The business applications of blogs include a wide range of internal and external communication tasks.

Anchoring the social media presence. As noted on page 204 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec2#page_204) , the multiple threads of any social media program should be anchored in a central hub that the company or individual owns and controls. Blogs make an ideal social media hub.

Project management and team communication. Using blogs is a good way to keep project teams up to date, particularly when team members are geographically dispersed.

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Ten years later, are business blogs still a good investment?

Mainstream business blogging had been around for about a decade; is it still a good way to connect with audiences? Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Internal company news. Companies can use blogs to keep employees informed about general business matters, from facility news to bene�it updates. By reducing the need for grapevines to spring up, blogs can enhance communication across all levels of a company.

Customer support. Customer support blogs answer questions, offer tips and advice, and inform customers about new products. Also, many companies monitor the blogosphere (and Twittersphere), looking for complaints and responding with offers to help dissatis�ied customers.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note23)

Public relations and media relations. Many company employees and executives now share company news with both the general public and journalists via their blogs.

Recruiting. Using a blog is a great way to let potential employees know more about your company, the people who work there, and the nature of the company culture. In the other direction, employers often �ind and evaluate the blogs and microblogs of prospective employees, making blogging is a great way to build a name for yourself within your industry or profession.

Policy and issue discussions. Executive blogs in particular provide a public forum for discussing legislation, regulations, and other broad issues of interest to an organization.

Crisis communication. Using blogs is an ef�icient way to provide up-to-the-minute information during emergencies, to correct misinformation, or to respond to rumors.

Market research. Blogs can be a clever mechanism for soliciting feedback from customers and experts in the marketplace. In addition to using their own blogs for research, today’s companies need to monitor blogs that are likely to discuss them, their executives, and their products. Negative product reviews, rumors, and other information can spread across the globe in a matter of hours, and managers need to know what the online community is saying—whether it’s positive or negative. Reputation analysts have developed ways to automatically monitor blogs and other online sources to see what people are saying about their corporate clients and evaluate risks and opportunities in the global online conversation.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note24)

Brainstorming. Online brainstorming via blogs offers a way for people to toss around ideas and build on each others’ contributions.

Employee engagement. Blogs can enhance communication across all levels of a company, giving senior managers a channel to communicate with employees and giving employees the chance to offer comments and ask questions.

Customer education. Blogs are a great way to help current and potential customers understand and use your products and services. Doing so can improve sales and support productivity as well, by reducing the need for one-on-one communication.

Word-of-mouth marketing. Bloggers and microbloggers often make a point of providing links to other blogs and websites that interest them, giving marketers a great opportunity to have their messages spread by enthusiasts. Word-of-mouth marketing is often called viral marketing in reference to the transmission of messages in much the same way that biological viruses are transmitted from person to person. However, viral marketing is not really an

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accurate metaphor. As author Brian Solis puts it, “There is no such thing as viral marketing.”25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note25) Real viruses spread from host to host on their own, whereas word-of-mouth marketing spreads voluntarily from person to person. The distinction is critical because you need to give people a good reason—good content, in other words—to pass along your message.

In�luencing traditional media news coverage. According to social media consultant Tamar Weinberg, “The more proli�ic bloggers who provide valuable and consistent content are often considered experts in their subject matter” and are often called upon when journalists need insights into various topics.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note26)

Community building. Blogging is a great way to connect people with similar interests, and popular bloggers often attract a community of readers who connect with one another through the commenting function.

The possibilities of blogs are almost unlimited, so be on the lookout for new ways to use them to foster positive relationships with colleagues, customers, and other important audiences (see Figure 8.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec9#ch8�ig4) ).

Figure 8.4 Business Applications of Blogging

This Xerox blog illustrates the content, writing style, and features that make an effective, reader-friendly company blog.

Source: Courtesy of Xerox Corporation.

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT

Help! I’m Drowning in Social Media!

Anyone who has sampled today’s social media offerings has probably experienced this situation: You �ind a few fascinating blogs, a few interesting people to follow on Twitter, a couple of podcast channels with helpful business tips, and then wham— within a few hours of signing up, your computer is over�lowing with updates. Even if every new item is useful (which is unlikely), you receive so many that you can’t stay ahead of the incoming �lood. With Twitter, newsfeeds, email, instant messaging, and social networks—not to mention a desk phone and a mobile phone—today’s business professionals could easily spend their entire days just trying to keep up with incoming messages and never get any work done.

To keep social media from turning into a source of stress and information anxiety, consider these tips:

Understand what information you really need in order to excel in your current projects and along your intended career path. Unfortunately, taking this advice is even trickier than it sounds because you can’t always know what you need to know, so you can’t always predict which sources will be helpful. However, don’t gather information simply because it is interesting or entertaining; collect information that is useful or at least potentially useful.

Face the fact that you cannot possibly handle every update from every potentially interesting and helpful source. You have to set priorities and make tough choices to protect yourself from information overload.

Add new information sources slowly. Give yourself a chance to adjust to the �low and judge the usefulness of each new source.

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Prune your sources vigorously and frequently. Bloggers run out of things to say; your needs and interests change; higher-priority sources appear.

Remember that information is an enabler, a means to an end. Collecting vast amounts of information won’t get you a sweet promotion with a big raise. Using information creatively and intelligently will.

CAREER APPLICATIONS

1. How can you determine whether a social media source is worth paying attention to?

2. Should you allow any information source to interrupt your work �low during the day (even just to signal that a new message is available)? Why or why not?

ADAPTING THE THREE-STEP PROCESS FOR SUCCESSFUL BLOGGING The three-step writing process is easy to adapt to blogging. The planning step is particularly important if you’re considering starting a blog, because you’re planning an entire communication channel, not just a single message. Pay close attention to your audience, your purpose, and your scope:

Audience. Except with team blogs and other efforts that have an obvious and well-de�ined audience, de�ining the target audience for a blog can be challenging. You want an audience large enough to justify the time you’ll be investing but narrow enough that you can provide a clear focus. For instance, if you work for a �irm that develops computer games, would you focus your blog on “hardcore” players, the types who spend thousands of dollars on super-fast PCs optimized for video games, or would you broaden the reach to include all video gamers? The decision often comes down to business strategy.

Before you launch a blog, make sure you have a clear understanding of your target audience, the purpose of your blog, and the scope of subjects you plan to cover.

Purpose. A business blog needs to have a business-related purpose that is important to your company and to your chosen audience. Moreover, the purpose has to “have legs”—that is, it needs to be something that can drive the blog’s content for months or years—rather than focus on a single event or an issue of only temporary interest. For instance, if you’re a technical expert, you might create a blog to give the audience tips and techniques for using your company’s products more effectively—a never-ending subject that’s important to both you and your audience. This would be the general purpose of your blog; each posting would have a speci�ic purpose within the context of that general purpose. Finally, if you are not writing an of�icial company blog but rather blogging as an individual employee, make sure you understand your employer’s blogging guidelines. IBM, for example, gives its employees 12 speci�ic social computing guidelines, such as identifying their role as IBM employees if they are discussing matters related to the company and respecting intellectual property laws.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note27)

Scope. De�ining the scope of your blog can be a bit tricky. You want to cover a subject area that is broad enough to offer discussion possibilities for months or years but narrow enough to have an identi�iable focus. With a clear purpose in mind, you’ll have a better idea of how wide or narrow your subject can be.

After you begin writing your blog, careful planning needs to continue with each message. Unless you’re posting to a restricted-access blog, such as an internal blog on a company intranet, you can never be sure who might see your posts. Other bloggers might link to them months or years later.

Write blog postings in a comfortable—but not careless—style.

Use a comfortable, personal writing style. Blog audiences don’t want to hear from your company; they want to hear from you. Bear in mind, though, that comfortable does not mean careless. Sloppy writing annoys readers and damages your credibility.

Successful blog content also needs to be interesting, valuable to readers, and as brief as possible.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note28) In addition, although audiences expect you to be knowledgeable in the subject area your blog covers, you don’t need to know everything about a topic. If you don’t have all the information yourself, provide links to other blogs and websites that supply relevant information. In fact, content curation (see page 205 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec5#page_205) ) is one of the most valuable aspects of blogging.

As with email subject lines, compelling headlines for blog posts are an essential tool to draw in readers. A headline needs to grab the reader’s attention in a split second by promising something useful, surprising, challenging, or otherwise different from what the reader already knows. Headlines should be as short as possible and suggest that the information in the post will be easy to read and use. “List” headlines that cut right to the heart of something readers care about, such as “10 Reasons You Didn’t Get That Promotion” or “Seven Ways to Save Money with Your Smartphone,” are particularly popular among bloggers.

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Grab readers’ attention with your blog posts

Follow these tips to make sure your posts get noticed and get read. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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Completing messages for your blog is usually quite easy. Evaluate the content and readability of your message, proofread to correct any errors, and post using your blogging system’s tools. Be sure to include one or more newsfeed options (often called RSS newsfeeds) so that your audience can automatically receive headlines and summaries of new blog posts. Whatever blogging system you are using can provide guidance on setting up newsfeeds.

CHECKLIST ✓ Blogging for Business

Consider creating a blog or microblog account whenever you have a continuing stream of information to share with an online audience.

Identify an audience that is broad enough to justify the effort but narrow enough to have common interests.

Identify a purpose that is comprehensive enough to provide ideas for a continuing stream of posts.

Consider the scope of your blog carefully; make it broad enough to attract an audience but narrow enough to keep you focused.

Communicate with a personal style and an authentic voice, but don’t write carelessly.

Deliver new information quickly.

Choose topics of peak interest to your audience.

Encourage audiences to join the conversation.

Consider using Twitter or other microblog updates to alert readers to new posts on your regular blog.

Finally, make your material easier to �ind by tagging (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term8) it with descriptive words. Your readers can then click on these “content labels” to �ind additional posts on those topics. Tags are usually displayed with each post, and they can also be groups in a tag cloud display, which shows all the tags in use on your blog.

“Checklist: Blogging for Business” summarizes some of the key points to remember when creating and writing a business blog.

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5 LEARNING OBJECTIVE Describe the business uses of Twitter and other microblogging systems.

8.5 Microblogging A microblog (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8term6) is a variation on blogging in which messages are sharply restricted to speci�ic character counts. Twitter is the best known of these systems, but many others exist. Some companies have private microblogging systems for internal use only; these systems are sometimes referred to as enterprise microblogging or internal micromessaging.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note29)

Many of the concepts of regular blogging apply to microblogging as well, although the severe length limitations call for a different approach to composition. Microblog messages often involve short summaries or teasers that provide links to more information. In addition, microblogs tend to have a stronger social aspect that makes it easier for writers and readers to forward messages and for communities to form around individual writers.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note30) Note that every public tweet from every Twitter user is being archived by the Library of Congress.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note31) If you plan a career in the public eye, tweet with care, because you are creating a public record.

MOBILE APPS

The mobile app for Twitter helps you stay connected with your followers and the accounts you follow.

Like regular blogging, microblogging quickly caught on with business users and is now a mainstream business medium. Microblogs are used for virtually all of the blog applications mentioned on pages 207 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec9#page_207) –208 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec9#page_208) . In addition, microblogs are frequently used for providing company updates, offering coupons and notice of sales, presenting tips on product usage, sharing relevant and interesting information from experts, announcing headlines of new blog posts, and serving as the backchannel in meetings and presentations (see page 450 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec22#page_450) ). By following top names in your �ield, you can customize Twitter as your own real-time news source.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note32)

The business communication uses of microblogging extend well beyond the publication of brief updates.

Customer service is becoming a popular use for Twitter as well, thanks to its ease and speed and the option of switching between public tweets and private direct messages as the situation warrants.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note33) The social networking aspect of Twitter and other microblogs also makes them good for crowdsourcing research questions, asking one’s followers for input or advice.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note34) Finally, the ease of retweeting, the practice of forwarding messages from other Twitter users, is the microblogging equivalent of sharing other content from other bloggers via content curation.

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Twitter tips for beginners

An experienced user shares tips for getting the most from Twitter. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

In addition to its usefulness as a standalone system, Twitter is integrated with other social media systems and a variety of publishing and reading tools and services. Many of these make use of the informal Twitter feature known as the hashtag (the # symbol followed by a word or phrase), which makes it easy for people to label and search for topics of interest and to monitor ongoing Twitter conversations about particular topics. As Starbucks (see page 197 (ch08.xhtml#page_197) ) discovered, however, hashtags can turn into “bashtags” when members of the public use a hashtag campaign to ridicule or criticize a company.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note35)

TABLE 8.1 Tips for Effective Business Blogging and Microblogging Tip Why It’s Important

Don’t blog without a clear plan. Without a clear plan, your blog or Twitter feed is likely to wander from topic to topic and fail to build a sense of community with your audience.

Post frequently, but don’t overwhelm your readers.

If you won’t have a constant supply of new information or new links, create a traditional website instead. On the other hand, blogging or tweeting too often overwhelms your followers.

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Tip Why It’s Important

Make it about your audience and the issues important to them.

Readers want to know how your blog will help them, entertain them, or give them a chance to communicate with others who have similar interests.

Write in an authentic voice; never create an arti�icial character who supposedly writes a blog.

Flogs, or fake blogs, violate the spirit of blogging, show disrespect for your audience, and will turn audiences against you as soon as they uncover the truth. Fake blogs used to promote products are now illegal in some countries.

Link and retweet generously—but carefully.

Providing interesting links to other blogs and websites is a fundamental aspect of blogging, but make sure the links will be of value to your readers and don’t point to inappropriate material. Similarly, retweeting is a good way to share interesting content and build relationships with other Twitter users, but retweeting too often can annoy your followers.

Keep blog posts brief. Most online readers don’t have the patience to read lengthy reports. Rather than writing long, report-style posts, you can write brief posts that link to in-depth reports.

Don’t post or tweet anything you wouldn’t want the entire world to see.

Future employers, government regulators, competitors, journalists, and community critics are just a few of the people who might eventually see what you’ve written.

Minimize marketing and sales messages. Readers want information about them and their needs.

Take time to write compelling, speci�ic headlines for your posts.

Readers usually decide within a couple of seconds whether to read your postings; boring or vague headlines will turn them away instantly.

Pay attention to spelling, grammar, and mechanics.

No matter how smart or experienced you are, poor-quality writing undermines your credibility with intelligent audiences.

Respond to criticism openly and honestly. Hiding sends the message that you don’t have a valid response to the criticism. If your critics are wrong, patiently explain why you think they’re wrong. If they are right, explain how you’ll �ix the situation.

Listen and learn. If you don’t take the time to analyze the comments people leave on your blog or the comments other bloggers make about you, you’re missing out on one of the most valuable aspects of blogging.

Respect intellectual property. Improperly using material you don’t own is not only unethical but can be illegal as well.

Be scrupulously honest and careful with facts.

Honesty is an absolute requirement for every ethical business communicator, of course, but you need to be extra careful online because inaccuracies (both intentional and unintentional) are likely to be discovered quickly and shared widely.

If you review products on your blog, disclose any bene�icial relationships you have with the companies that make those products.

Bloggers who receive free products or other compensation from companies whose products they write about are now required to disclose the nature of these relationships.

Don’t let the speed and simplicity of microblogging lull you into making careless mistakes; every message should support your business communication objectives.

Although microblogs are designed to encourage spontaneous communication, when you’re using the medium for business communication, don’t just tweet out whatever pops into your head. Make sure messages are part of your overall communication strategy. Twitter followers consider tweets that are entertaining, surprising, informative, or engaging (such as asking followers for advice) as the most valuable. In contrast, the least-valuable tweets tend to be complaints, conversations between the Twitter account owner and a speci�ic follower, and relatively pointless messages such as saying “good morning.”36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note36)

Table 8.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec12#ch8tab1) summarizes the advice for successful blogging and microblogging in business.

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6 LEARNING OBJECTIVE Offer guidelines for becoming a valuable wiki contributor.

8.6 Wikis As Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) points out, using wikis is a great way for teams and other groups to collaborate on writing projects, from brief articles to long reports and reference works. The bene�its of wikis are compelling, but they do require a unique approach to writing.

UNDERSTANDING THE WIKI PHILOSOPHY

To be a valuable wiki contributor, keep these points in mind:37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note37)

Being an effective wiki collaborator requires a different writing mindset.

Let go of traditional expectations of authorship, including individual recognition and control.

Encourage all team members to improve each other’s work.

Use page templates and other formatting options to make sure your content matches the rest of the wiki.

Many wikis provide both editing and commenting capabilities, and participants should use the appropriate tool for each. In other words, don’t insert comments or questions into the main content; use the “talk page” or other commenting feature if you want to discuss the content.

Take advantage of the sandbox, if available; this is a “safe,” nonpublished section of the wiki where team members can practice editing and writing.

Wikis often have guideline pages to help new contributors integrate their work into the group’s ongoing effort. Be sure to read and understand these guidelines, and don’t be afraid to ask for help.

ADAPTING THE THREE-STEP PROCESS FOR SUCCESSFUL WIKI WRITING You can easily adapt the three-step writing process for wikis, depending on whether you are creating a new wiki, adding new material to an existing wiki, or revising existing material on a wiki.

If you are creating a new wiki, think through your long-term purpose carefully, just as you would with a new blog or podcast channel. Doing so will help you craft appropriate guidelines, editorial oversight, and security policies. For instance, the PlayStation development team at Sony uses a wiki to keep top managers up to date on new products, and because this information is highly con�idential, access to the wiki is tightly controlled.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note38)

If you are adding a page or an article to an existing wiki, �igure out how this new material �its in with the existing organization. Find out whether any similar material already exists; it might be better to expand an existing article or add a subpage than to create a new item. Also, learn the wiki’s preferred style for handling incomplete articles. For example, on the wiki that contains the user documentation for the popular WordPress blogging software, contributors are discouraged from adding new pages until the content is “fairly complete and accurate.”39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note39)

Make sure you understand how a new wiki page will �it in with the existing content.

If you are revising or updating an existing wiki article, use the checklist on page 151 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#page_151) in Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) to evaluate the content before you make changes. If you don’t agree with published content and plan to revise it, you can use the wiki’s discussion facility to share your concerns with other contributors. The wiki environment should encourage discussions and even robust disagreements, as long as everyone remains civil and respectful.

For the latest advice on using social media in business, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) .

COMMUNICATION CHALLENGES AT Starbucks You’ve joined Alexandra Wheeler’s social media team. Use what you’ve learned in the course so far to solve these communication dilemmas.

INDIVIDUAL CHALLENGE: You’ve written a blog entry describing an upcoming competition in which the small town that submits the most creative “community spirit” video will win a $50,000 makeover of a park or community center. Write a 120-character tweet that could serve as a teaser to persuade your Twitter followers to click through to the blog post.

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TEAM CHALLENGE: One member of the social media team is retiring, and you’ve been asked to recruit her replacement with someone whose primary responsibility will be blogging. Your plan is to send an email message to everyone in the company, providing a brief reminder of the blog’s purpose, describing the writing style you’re looking for, and inviting interested writers to submit sample blog entries for evaluation. (This message is for employees only; it won’t be seen by the public.) With a team assigned by your instructor, brainstorm the ideal qualities of writer for the Starbucks blog, then draft the email invitation.

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Quick Learning Guide

KEY TERMS blog An easily updatable online journal; short for weblog brand communities Groups of people united by their interest in and ownership or use of particular products brand socialization A measure of how effectively a company engages with its various online stakeholders in a mutually bene�icial exchange of information community Q&A sites Websites on which visitors answer questions posted by other visitors or by representatives of companies content curation The practice of collecting, �iltering, and republishing material on a particular topic microblog A variation on blogging in which messages are restricted to speci�ic character counts; Twitter is the best-known example social networks Online services that enable individual and organizational members to form connections and share information tagging Attaching descriptive terms to blog posts and other articles to facilitate searching user-generated content (UGC) sites Websites on which users rather than website owners contribute most or all of the content

SUMMARY OF LEARNING OBJECTIVES 1 Identify seven key points for using social media in business communication. Seven key points for using social media are (1) remember that it’s a conversation, not a lecture or a sales pitch; (2) write informally but not carelessly; (3) create concise, speci�ic, and informative headlines that don’t force readers to solve clever wordplay puzzles; (4) get involved and stay involved with conversations that concern your company; (5) promote your company and products indirectly; (6) be transparent and honest; and (7) think before you post to avoid problems caused by careless messages.

2 Describe the business communication applications of social networks. Businesses now use a variety of social networks, including well-known public networks such as Facebook and business-oriented networks such as LinkedIn, as well as a variety of specialized networks, single-company networks for customers, and internal employee-only networks. The business communication applications of social networks are important and diverse; major uses include collaborating, gathering market intelligence, recruiting employees, connecting with business partners, marketing, and fostering brand communities.

3 Explain how information and content sharing sites are used in business communication. User-generated content sites such as YouTube allow companies to host media items (such as videos) that customers and other stakeholders can view, comment on, and share. Content curation sites allow professionals and consumers someone with expertise or interest in a particular �ield to collect and republish material on a particular topic. Community Q&A sites give individuals the opportunity to build their personal brands by providing expertise, and they give companies the chance to address customer complaints and correct misinformation.

4 Describe the role of blogging in business communication today, and explain how to adapt the three-step writing process to blogging. Blogs are used in numerous ways in business today, such as for project management and team communication, company news, customer support, public relations and media relations, employee recruiting, policy and issue discussions, crisis communication, market research, brainstorming, employee engagement, viral marketing, in�luencing traditional media news coverage, and community building.

The three-step process adapts readily to blogging. In planning, pay particular care to de�ining your audience, identifying the overall purpose of your blog and speci�ic purposes of each post, and establishing a scope that is narrow enough to be focused but broad enough to afford a steady supply of topics. In writing, be sure to write in a personal, authentic style, without slipping into overly familiar or careless writing. Completing involves the usual tasks of proo�ing and revising, along with the particular tasks needed to distribute your posts via newsfeeds.

5 Describe the business uses of Twitter and other microblogging systems. Microblogs such as Twitter are used for many of the same purposes as conventional blogging, along with electronic coupons, sale announcements, one-on-one customer service queries, and customized news channels created by following experts of interest. Microblogs can also serve as the backchannel during meetings and presentations.

6 Offer guidelines for becoming a valuable wiki contributor. To become a valuable wiki contributor, let go of traditional expectations of authorship, including individual recognition and control; don’t be afraid to edit and improve existing content; use page templates and other formatting options to make sure your content is formatted in the same style as the rest of the wiki; keep edits and comments separate by using the “talk page” to discuss content, rather than inserting comments directly into the text; take advantage of the sandbox to learn how use the wiki’s writing and editing tools; and understand and follow the wiki’s contributor guidelines.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

8-1. What is a community of practice? [LO-2] 8-2. What does it mean to anchor your social media presence in a hub? [LO-2] 8-3. What is content curation? [LO-3] 8-4. How can blogs help with so-called viral marketing efforts? [LO-4]

8-5. Why is it important to have a long-term, sustainable purpose in mind before you launch a blog channel? [LO-4]

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8-6. How can Twitter be used to crowdsource research? [LO-5] 8-7. How does the use of hashtags on Twitter help people �ind information of interest? [LO-5]

8-8. Why is it important to abandon traditional notions of ownership when writing on a wiki? [LO-6]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

8-9. Can your company stay in control of its messages if it stays off social media? Why or why not?

8-10. Is leveraging your connections on social networks for business purposes ethical? Why or why not? [LO-2]

8-11. If one of the bene�its of blogging and microblogging is the personal, intimate style of writing, is it a good idea to limit your creativity by adhering to conventional rules of grammar, spelling, and mechanics? Why or why not? [LO-4]

8-12. What are some ways the president of a hiking equipment company can use Twitter to engage potential customers without being overtly promotional? [LO-5]

8-13. If you know that most readers of your management advice blog access it on mobile devices, should you switch to Twitter instead so the shorter messages would be easier to read on small screens? Why or why not? [LO-5]

Practice Your Skills 8-14. Message for Analysis 8.A: Media Skills: Blogging, Creating a Businesslike Tone [LO-4] Revise this blog post based on what you’ve learned in this

chapter.

[headline]

We’re DOOMED!!!!!

[post]

I was at the Sikorsky plant in Stratford yesterday, just checking to see how things were going with the assembly line retro�it we did for them last year. I think I saw the future, and it ain’t pretty. They were demo’ing a prototype robot from Motoman that absolutely blows our stuff out of the water.

They wouldn’t let me really see it, but based on the 10-second glimpse I got, it’s smaller, faster, and more maneuverable than any of our units. And when I asked about the price, the guy just grinned. And it wasn’t the sort of grin designed to make me feel good.

I’ve been saying for years that we need to pay more attention to size, speed, and maneuverability instead of just relying on our historical strengths of accuracy and payload capacity, and you’d have to be blind not to agree that this experience proves me right. If we can’t at least show a design for a better unit within two or three months, Motoman is going to lock up the market and leave us utterly in the dust.

Believe me, being able to say “I told you so” right now is not nearly as satisfying as you might think!!

8-15. Message 8.B: Revising Web Content with a “You” Attitude [LO-6] To access this wiki exercise, visit http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) , click on Student Assignments, and select Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) , Message 8.B. Follow the instructions for evaluating the existing content and revising it to make it more reader oriented.

8-16. Message 8.C: Improving the Effectiveness of a Wiki Article [LO-6] To access this wiki exercise, go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) , click on Student Assignments, and select Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) , Message 8.C. Follow the instructions for evaluating the existing content and revising it to make it clear and concise.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

8-17. Media Skills: Social Networking [LO-2] Pick a company in any industry that interests you. Imagine you are doing strategic planning for this �irm, and identify one of your company’s key competitors. Now search through social media sources to �ind three strategically relevant pieces of information about this competitor, such as the hiring of a new executive, the launch of a major new product, or a signi�icant problem of some kind. In a post on your class blog, identify the information you found and the sources you used. (If you can’t �ind useful information, pick another �irm or try another industry.)

8-18. Media Skills: Blogging, Creating a Businesslike Tone; Mobile Skills [LO-4] The members of the project team of which you are the leader have enthusiastically embraced blogging as a communication medium. Unfortunately, as emotions heat up during the project, some of the blog posts are getting too casual, too personal, and even sloppy. Because your boss and other managers around the company also read this project blog, you don’t want the team to look unprofessional. Revise the following blog post so that it communicates in a more businesslike manner while retaining the informal, conversational tone of a blog. In addition, break it into smaller paragraphs more compatible with mobile devices. (Be sure to correct any spelling and punctuation mistakes you �ind as well.)

Well, to the profound surprise of absolutely nobody, we are not going to be able meet the June 1 commitment to ship 100 operating tables to Southeast Surgical Supply. (For those of you who have been living in a cave the past six month, we have been �ighting to get our hands on enough high-grade chromium steel to meet our production schedule.) Sure enough, we got news, this morning that we will only get enough for 30 tables. Yes, we look like fools for not being able to follow through on promises we made to the customer, but no, this didn’t have to happpen. Six month’s ago, purchasing warned us about shrinking supplies and suggested we advance-buy as much as we would need for the next 12 months, or so. We naturally tried to followed their advice, but just as naturally were shot down by the bean counters at corporate who trotted out the policy about never buying more than three months

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worth of materials in advance. Of course, it’ll be us—not the bean counters who’ll take the �lak when everybody starts asking why revenues are down next quarter and why Southeast is talking to our friends at Crighton!!! Maybe, some day this company will get its head out of the sand and realize that we need to have some �inancial �lexibility in order to compete.

8-19. Media Skills: Blogging [LO-4] Find a current political issue that could have a direct effect on business, such as immigration law, Internet sales tax, product safety, or international trade policy. Identify a company that is affected by this issue, and assume you are the president or CEO and want to speak out on the issue. Write a three-paragraph blog post that summarizes the issue, explains how it could affect your company, and urges a particular action from political leaders.

8-20. Media Skills: Microblogging [LO-5] Busy knitters can go through a lot of yarn in a hurry, so most keep a sharp eye out for sales. You’re on the marketing staff of Knitting-Warehouse, and you like to keep your loyal shoppers up to date with the latest deals. Visit the Knitting-Warehouse website, select any on-sale product that catches your eye, and write a 120-character Twitter update that describes the product and the sale. (Unless you are working on a private Twitter account that is accessible only by your instructor and your classmates, don’t actually send this Twitter update. Email it to your instructor instead.)

8-21. Media Skills: Microblogging [LO-5] Choose a product you purchased recently or something you’re considering purchasing. Compose a three-tweet sequence that (a) introduces the product, (b) lists two or three important bene�its, and (c) identi�ies which groups of consumers can bene�it from it. Email your tweets to your instructor rather than posting them on Twitter.

Expand Your Skills Critique the Professionals

Compare a dozen recent Twitter updates from two companies in the same industry. Viewing them from the perspective of a potential customer, which company does a better job of engaging your attention and building your interest in its products? Using whatever medium your instructor requests, write a brief analysis of the two companies’ Twitter activity, and explain why one is using the social network more effectively than the other.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on using social media in business. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

SOCIAL NETWORKING SKILLS 8-22. Media Skills: Social Networking; Media Skills: Microblogging [LO-2] [LO-5] Foursquare is one of the leading providers of location-based social networking services. Millions of people use Foursquare for social engagement and friendly competition, and many business owners are starting to recognize the marketing potential of having people who are on the move in local areas, broadcasting their locations and sharing information about stores, restaurants, clubs, and other merchants.

Your task: Review the information on Foursquare’s Merchant Platform. Now write four brief messages, no more than 140 characters long (including spaces). The �irst should summarize the bene�its to stores, restaurants, and other “brick-and-mortar” businesses of participating in Foursquare, and the next three messages should convey three compelling points that support that overall bene�it statement. If your class is set up with private Twitter accounts, use your private account to send your messages. Otherwise, email your four messages to your instructor or post them on your class blog, as your instructor directs.

SOCIAL NETWORKING SKILLS 8-23. Media Skills: Social Networking; Online Etiquette [LO-2], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) Employees who take pride in their work are a practically priceless resource for any business. However, pride can sometimes manifest itself in negative ways when employees come under criticism—and public criticism is a fact of life in social media. Imagine that your company has recently experienced a rash of product quality problems, and these problems have generated some unpleasant and occasionally unfair criticism on a variety of social media sites. Someone even set up a Facebook page speci�ically to give customers a place to vent their frustrations.

You and your public relations team jumped into action, responding to complaints with offers to provide replacement products and help customers who have been affected by the quality problems. Everything seemed to be going as well as could be expected, until you were checking a few industry blogs one evening and discovered that a couple of engineers in your company’s product design lab have been responding to complaints on their own. They identi�ied themselves as company employees and defended their product design, blaming the company’s production department and even criticizing several customers for lacking the skills needed to use such a sophisticated product. Within a matter of minutes, you see their harsh comments being retweeted and re-posted on multiple sites, only fueling the �ire of negative feedback against your �irm. Needless to say, you are horri�ied.

Your task: You manage to reach the engineers by private message and tell them to stop posting messages, but you realize you have a serious training issue on your hands. Write a post for the internal company blog that advises employees on how to respond appropriately when they are representing the company online. Use your imagination to make up any details you need.

SOCIAL NETWORKING SKILLS

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8-24. Media Skills: Social Networking [LO-2] Social media can be a great way to, well, socialize during your college years, but employers are increasingly checking up on the online activities of potential hires to avoid bringing in employees who may re�lect poorly on the company.

Your task: Team up with another student and review each other’s public presence on Facebook, Twitter, Flickr, blogs, and any other website that an employer might check during the interview and recruiting process. Identify any photos, videos, messages, or other material that could raise a red �lag when an employee is evaluating a job candidate. Write your teammate an email message that lists any risky material.

BLOGGING SKILLS 8-25. Media Skills: Blogging; Compositional Modes: Tutorials [LO-4] Studying abroad for a semester or a year can be a rewarding experience in many ways—improving your language skills, experiencing another culture, making contacts in the international business arena, and building your self-con�idence.

Your task: Write a post for your class blog that describes your college’s study-abroad program and summarizes the steps involved in applying for international study. If your school doesn’t offer study-abroad opportunities, base your post on the program offered at another institution in your state.

BLOGGING SKILLS 8-26. Media Skills: Blogging [LO-4] Comic-Con International is an annual convention that highlights a wide variety of pop culture and entertainment media, from comic books and collectibles to video games and movies. From its early start as a comic book convention that attracted several hundred fans and publishing industry insiders, Comic-Con has become a major international event with more than 135,000 attendees.

Your task: Several readers of your pop culture blog have been asking for your recommendation about visiting Comic-Con in San Diego next summer. Write a two- or three-paragraph posting for your blog that explains what Comic-Con is and what attendees can expect to experience at the convention. Be sure to address your posting to fans, not industry insiders.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note40)

BLOGGING SKILLS/MOBILE SKILLS 8-27. Media Skills: Blogging; Compositional Modes: Tutorials; Mobile Skills [LO-6] Tumblr has become a popular “short-form” blogging platform by combining the simplicity of Twitter with the ability to share photos and other media easily.

Your task: Write a 300- to 400-word mobile-friendly post for your class blog that explains how to set up an account on Tumblr and get involved in the Tumblr community. The help pages on Tumblr are a good place to get more information about the service.

BLOGGING SKILLS 8-28. Media Skills: Blogging [LO-6] Credit card debt can be a crippling �inancial burden with myriad side effects, from higher insurance rates to more- expensive loans to dif�iculty getting a job or a promotion. Unfortunately, credit debt is also frighteningly easy to fall into, particularly for young people trying to get started in life with limited cash �low.

Your task: Write a three- to �ive-paragraph blog post that warns college students about the dangers of credit card debt. Be sure to credit the sources you �ind in your research.

MICROBLOGGING SKILLS 8-29. Media Skills: Microblogging; Compositional Modes: Summaries [LO-1] [LO-6] A carefully constructed series of tweets can serve as a summary of a blog post, video, or other message or document.

Your task: Find any article, podcast, video, or webpage on a business topic that interests you. Write four to six tweetables that summarize the content of the piece. Restrict the �irst tweetable to 120 characters to allow for a URL. Email the series to your instructor or publish them on Twitter if your instructor directs. If you quote phrases from the original directly, be sure to put them in quotation marks.

MICROBLOGGING SKILLS 8-30. Media Skills: Microblogging; Compositional Modes: Teasers [LO-5] Twitter updates are a great way to alert people to helpful articles, videos, and other online resources.

Your task: Find an online resource (it can be a website quiz, a YouTube video, a PowerPoint presentation, a newspaper article, or anything else appropriate) that offers some great tips to help college students prepare for job interviews. Write a teaser of no more than 120 characters that hints at the bene�its other students can get from this resource. If your class is set up with private Twitter accounts, use your private account to send your message. Otherwise, email it to your instructor. Be sure to include the URL; if you’re using a Twitter account, the system should shorten it to 20 characters to keep you within the 140- character limit.

MICROBLOGGING SKILLS 8-31. Media Skills: Microblogging; Compositional Modes: Updates and Announcements [LO-5] JetBlue is known for its innovations in customer service and customer communication, including its pioneering use of the Twitter microblogging system. Nearly 2 million JetBlue fans and customers follow the company on Twitter to get updates on �light status during weather disruptions, facility upgrades, and other news.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch8lev1sec16#ch8note41)

Your task: Write a message of no more than 120 characters that announces the limited-time availability of �lights and travel packages—�lights plus hotel rooms, for example—at JetBlue’s store on eBay. (Limiting your message to 120 characters allows room for a 20-character URL, which you don’t need to include

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in your message.) The key selling point is that travelers may be able to purchase �lights they want at steep discounts. If your class is set up with private Twitter accounts, use your private account to send your message. Otherwise, email it to your instructor.

WIKI SKILLS 8-32. Media Skills: Wiki Writing; Evaluating the Work of Other Writers [LO-6] Evaluating existing content is a vital step in making improvements to a wiki.

Your task: Find an article on Wikipedia that needs to be updated, corrected, or otherwise improved. You can use an article that has been �lagged by Wikipedia editors or �ind an article on a subject you are familiar with, such as the pro�ile of a favorite musical artist. To keep the project at a manageable size, feel free to select a portion of a longer article (roughly 500 to 1,000 words). Using the guidelines on page 151 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec1#page_151) for evaluating the work of other writers, evaluate the quality of the article and identify the steps you would take to improve it. Revise the piece and post your version on your class blog or email it to your instructor. Include a brief summary of the changes you made and your reasons for making them. (Don’t edit the Wikipedia entry as part of this assignment.)

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

8-33. Why is it important to avoid clever wordplay in social media headlines? [LO-1]

8-34. Why does a personal style of writing help blogs build stronger relationships with audiences? [LO-4]

Endnotes 1. Starbucks website, accessed 22 April 2014, www.starbucks.com (http://www.starbucks.com) ; Starbucks Company Pro�ile, August 2012; David Moth, “How Starbucks Uses Pinterest, Facebook, Twitter and Google+,” Econsultancy, 6 March 2013; Melissa Allison, “Starbucks Presses Social Media Onward,” Seattle Times, 27 April 2013; Bethany Simpson, “3 Insane Starbucks Campaigns,” iMedia Connection, 29 March 2012, www.imediaconnection.com (http://www.imediaconnection.com) ; Starbucks U.S. and UK pages on Facebook, accessed 14 June 2013; Margaret Rhodes, “Most Creative People 2013: 12. Luz Muller,” Fast Company, 13 May 2013.

2. Catherine Toole, “My 7 Deadly Sins of Writing for Social Media—Am I Right?” Econsultancy blog, 19 June 2007, www.econsultancy.com (http://www.econsultancy.com) ; Muhammad Saleem, “How to Write a Social Media Press Release,” Copyblogger, accessed 16 September 2008, www.copyblogger.com (http://www.copyblogger.com) ; Melanie McBride, “5 Tips for (Better) Social Media Writing,” Melanie McBride Online, 11 June 2008, accessed 16 September 2008, http://melaniemcbride.net (http://melaniemcbride.net) .

3. Jon Russell, “Why ‘Going Global’ Makes No Sense for China’s Social Networks—for Now,” The Next Web, 14 May 2012, http://thenextweb.com (http://thenextweb.com) .

4. Todd Henneman, “At Lockheed Martin, Social Networking Fills Key Workforce Needs While Improving Ef�iciency and Lowering Costs,” Workforce Management, March 2010, www.workforce.com (http://www.workforce.com) .

5. Patrick Hanlon and Josh Hawkins, “Expand Your Brand Community Online,” Advertising Age, 7 January 2008, 14–15.

6. Todd Wasserman, “What Drives Brand Socialability?” Mashable, 12 October 2011, http://mashable.com (http://mashable.com) .

7. Muhtar Kent, “Shaking Things Up at Coca-Cola,” Harvard Business Review, October 2011, 94–99.

8. Alex Wright, “Mining the Web for Feelings, Not Facts,” New York Times, 23 August 2009, www.nytimes.com (http://www.nytimes.com) .

9. Samantha Murphy, “Why Mobile Commerce Is on the Rise,” Mashable, 7 March 2012, http://mashable.com (http://mashable.com) .

10. Christian Pieter Hoffmann, “Holding Sway,” Communication World, November–December 2011, 26–29; Josh Bernoff, “Social Strategy for Exciting (and Not So Exciting) Brands,” Marketing News, 15 May 2009, 18; Larry Weber, Marketing to the Social Web (Hoboken, N.J.: Wiley, 2007), 12–14; David Meerman Scott, The New Rules of Marketing and PR (Hoboken, N.J.: Wiley, 2007), 62; Paul Gillin, The New In�luencers (Sanger, Calif.: Quill Driver Books, 2007), 34–35; Jeremy Wright, Blog Marketing: The Revolutionary Way to Increase Sales, Build Your Brand, and Get Exceptional Results (New York: McGraw-Hill, 2006), 263–365.

11. Sonia Simone, “What’s the Difference Between Content Marketing and Copywriting?” Copyblogger, accessed 4 June 2012, www.copyblogger.com (http://www.copyblogger.com) .

12. Matt Rhodes, “Build Your Own Community or Go Where People Are? Do Both,” FreshNetworks blog, 12 May 2009, www.freshnetworks.com (http://www.freshnetworks.com) .

13. Brian Solis, Engage! (Hoboken, N.J.: Wiley, 2010), 13.

14. Zachary Sniderman, “5 Ways to Clean Up Your Social Media Identity,” Mashable, 7 July 2010, http://mashable.com (http://mashable.com) .

15. HP company pro�iles on LinkedIn and Facebook, accessed 22 April 2014, www.facebook.com/hp (http://www.facebook.com/hp) and www.linkedin.com/company/hewlett-packard (http://www.linkedin.com/company/hewlett-packard) .

16. Vanessa Pappas, “5 Ways to Build a Loyal Audience on YouTube,” Mashable, 15 June 2010, www.mashable.com (http://www.mashable.com) .

17. Tamar Weinberg, The New Community Rules: Marketing on the Social Web (Sebastapol, Calif.: O’Reilly Media, 2009), 288.

18. “About Us,” Yelp, accessed 6 June 2012, www.yelp.com (http://www.yelp.com) ; Lisa Barone, “Keynote Conversation with Yelp Chief Operating Of�icer Geoff Donaker,” 5 October 2010, http://outspokenmedia.com (http://outspokenmedia.com) .

19. Rohit Bhargava, “How Curation Could Save the Internet (and Your Brand),” Communication World, January–February 2012, 20–23.

20. “State of the Blogosphere 2011,” Technorati, 4 November 2011, http://technorati.com (http://technorati.com) .

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21. Amy Porter�ield, “10 Top Business Blogs and Why They Are Successful,” Social Media Examiner, 25 January 2011, www.socialmediaexaminer.com (http://www.socialmediaexaminer.com) .

22. Debbie Weil, “Why Your Blog Is the Hub of Social Media Marketing,” Social Media Insights Blog, 12 January 2010, http://debbieweil.com (http://debbieweil.com) ; Ross Dawson, “A List of Business Applications for Blogging in the Enterprise,” Trends in the Living Network blog, 7 July 2009, http://rossdawsonblog.com (http://rossdawsonblog.com) ; Fredrik Wackå, “Six Types of Blogs—A Classi�ication,” Corporate Blogging. Info website, 10 August 2004, www.corporateblogging.info (http://www.corporateblogging.info) ; Stephen Baker, “The Inside Story on Company Blogs,” BusinessWeek, 14 February 2006, www.businessweek.com (http://www.businessweek.com) ; Jeremy Wright, Blog Marketing (New York: McGraw-Hill, 2006), 45–56; Paul Chaney, “Blogs: Beyond the Hype!” 26 May 2005, http://radiantmarketinggroup.com (http://radiantmarketinggroup.com) .

23. Solis, Engage!, 314.

24. Evolve24 website, accessed 1 February 2013, www.evolve24.com (http://www.evolve24.com) .

25. Solis, Engage!, 86.

26. Weinberg, The New Community Rules: Marketing on the Social Web, 89.

27. “IBM Social Computing Guidelines,” IBM website, accessed 5 June 2012, www.ibm.com (http://www.ibm.com) .

28. Joel Falconer, “Six Rules for Writing Great Web Content,” Blog News Watch, 9 November 2007, accessed 14 February 2008, www.blognewswatch.com (http://www.blognewswatch.com) .

29. Dion Hinchcliffe, “Twitter on Your Intranet: 17 Microblogging Tools for Business,” ZDNet, 1 June 2009, www.zdnet.com (http://www.zdnet.com) .

30. Hinchcliffe, “Twitter on Your Intranet: 17 Microblogging Tools for Business.”

31. “The Library of Congress Is Archiving Your Tweets,” NPR, 19 July 2010, www.npr.org (http://www.npr.org) .

32. B. L. Ochman, “Why Twitter Is a Better Brand Platform Than Facebook,” Ad Age, 1 June 2012, http://adage.com (http://adage.com) .

33. Leon Widrich, “4 Ways to Use Twitter for Customer Service and Support,” Social Media Examiner, 12 April 2012, www.socialmediaexaminer.com (http://www.socialmediaexaminer.com) .

34. Paul André, Michael Bernstein, and Kurt Luther, “What Makes a Great Tweet,” Harvard Business Review, May 2012, 36–37.

35. Tom Hays and Jake Pearson, “Bashtag: NYPD Twitter Campaign Back�ires,” Seattle Times, 23 April 2014, www.seattletimes.com (http://www.seattletimes.com) .

36. André et al., “What Makes a Great Tweet.”

37. “Codex: Guidelines,” WordPress website, accessed 16 February 2008, http://wordpress.org (http://wordpress.org) ; Michael Shanks, “Wiki Guidelines,” Traumwerk website, accessed 18 August 2006, http://metamedia.stanford.edu/projects/traumwerk/home (http://metamedia.stanford.edu/projects/traumwerk/home) ; Joe Moxley, M. C. Morgan, Matt Barton, and Donna Hanak, “For Teachers New to Wikis,” Writing Wiki, accessed 18 August 2006, http://writingwiki.org (http://writingwiki.org) ; “Wiki Guidelines,” Psi, accessed 18 August 2006, http://psi-im.org (http://psi-im.org) .

38. Rachael King, “No Rest for the Wiki,” BusinessWeek, 12 March 2007, www.businessweek.com (http://www.businessweek.com) .

39. “Codex: Guidelines.”

40. Comic-Con website, accessed 23 April 2014, www.comic-con.org (http://www.comic-con.org) ; Tom Spurgeon, “Welcome to Nerd Vegas: A Guide to Visiting and Enjoying Comic-Con International 2014” The Comics Reporter.com (http://Reporter.com) , 25 May 2014, www.comicsreporter.com (http://www.comicsreporter.com) ; Rebecca Winters Keegan, “Boys Who Like Toys,” Time, 19 April 2007, www.time.com (http://www.time.com) .

41. JetBlue Twitter page, accessed 3 February 2011, http://twitter.com (http://twitter.com) JetBlue; “JetBlue Lands on eBay,” JetBlue website, accessed 18 September 2008, http://jetblue.com/ebay (http://jetblue.com/ebay) .

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Viewer interest in extreme sports and other eye-catching events and phenomena has created a huge market for GoPro’s video cameras. The company has capitalized on this visceral appeal with an extensive social media presence centered around online video.

9 Visual Media

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Explain the power of business images, discuss six principles of graphic design that help ensure effective visuals, and explain how to avoid ethical lapses when using visuals

2 Explain how to choose which points in your message to illustrate 3 Describe the most common options for presenting data in a visual format 4 Describe the most common options for presenting information, concepts, and ideas 5 Explain how to integrate visuals with text, and list three criteria to review in order to verify the quality of your visuals 6 Identify the most important considerations in the preproduction, production, and postproduction stages of producing basic business videos

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COMMUNICATION CLOSE-UP AT GoPro If you’ve watched a daredevil video on YouTube in the past few years, chances are the video was shot with a GoPro camera. GoPro’s digital cameras have captured everything from extreme snowboarders to Felix Baumgartner’s epic 24-mile freefall leap from the edge of space. The “adrenaline market” is at the core of the GoPro brand, but the growing population of GoPro users also includes �ilmmakers, sports and wildlife photographers, oceanographers, atmospheric researchers, and others who need high-quality video footage from a small, rugged, and relatively inexpensive digital camera.

Not surprisingly, for its own business communication needs, GoPro makes extensive use of video. Like many companies, it uses video to showcase new products and provide how-to advice for customers. However, GoPro has gone far beyond what many companies do with video by harnessing the amplifying power of social media. The company has taken user- generated content to the extreme, using a variety of recognition and reward mechanisms to encourage GoPro customers to submit video clips. For example, GoPro runs a nonstop contest that recognizes several customers every day for the best footage shot on GoPro cameras. These clips are then highlighted on the company’s website and all across the major social media platforms, including YouTube, Facebook, Twitter, Google+, and Instagram. In addition, a daily sweepstakes awards one lucky participant with one of every product the company makes, which maintains a high level of interest among people who don’t yet own a GoPro camera.

The company’s strategy of building a global video community has been a huge success. When Google (which owns YouTube) announced its �irst-ever monthly ranking of the highest- performing branded channels on YouTube, it determined that GoPro had the most engaged fan base. To measure engagement, Google factors in such variables as the amount of time visitors spending watching videos, the number of repeat visitors, and the number of times people “like” a video or leave a comment. When you consider that virtually every video on GoPro’s YouTube channel functions as an advertisement for the company’s cameras, you get an idea of the immense promotional power that this high level of engagement represents.

Video is an obvious choice of medium for a company that makes video cameras, but video has become a primary business communication medium for companies in virtually every industry. From product tutorials and demonstrations to employee training to seminars and speeches, many companies now use video to supplement or replace other media choices. And video is part of the larger shift toward visual communication that has altered the business landscape in recent years. Even if your job doesn’t involve snowboarding off cliffs or parachuting from space, you’ll probably use video and other visual communication tools to connect with colleagues and customers.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note1)

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1 LEARNING OBJECTIVE Explain the power of business images, discuss six principles of graphic design that help ensure effective visuals, and explain how to avoid ethical lapses when using visuals.

9.1 Understanding Visual Communication As a company in the business of digital video, GoPro (pro�iled in the chapter-opening Communication Close-Up) emphasizes visual communication in every aspect of its communications. However, visual communication in all its forms has become important for companies in virtually every industry. This chapter is designed to help you appreciate the power of images and the visual evolution of business communication. It explains how to identify which points in your messages to illustrate; how to select the best visual for each of those points; how to create effective visuals in any medium, from memos to reports to webpages to electronic presentations; and how to produce basic business videos.

THE POWER OF IMAGES Well-designed visual elements can enhance the communication power of textual messages and, in some instances, even replace them. Visuals can often convey some message points (such as spatial relationships, correlations, procedures, and emotions) more effectively and more ef�iciently than words. Generally speaking, in a given amount of time, effective images can convey much more information than text.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note2) In the numbers-oriented world of work, people rely heavily on trend lines, distribution curves, and other visual presentations of numeric quantities. Visuals attract and hold people’s attention, helping your audience understand and remember your message. Busy readers often jump to visuals to try to get the gist of a message, and attractive visuals can draw readers more deeply into your reports and presentations. Using pictures is also an effective way to communicate with the diverse audiences that are common in today’s business environment.

In addition to their direct information value, visuals often convey connotative meaning as well. As you read in Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) , many words and phrases carry connotative meanings, which are all the mental images, emotions, and other impressions that the word or phrase evokes in audience members. A signi�icant part of the power—and risk—of visual elements derives from their connotative meanings. Even something as simple as a watermark symbol embedded in letterhead stationery can boost reader con�idence in the message printed on the paper.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note3) Many colors, shapes, and other design elements carry visual symbolism (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term22) , and their symbolic, connotative meaning can evolve over time and mean different things in different cultures (see Figure 9.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#ch9�ig1) ). Being aware of these symbolic meanings and using them to your advantage are important aspects of being an effective business communicator.

Like words, visuals often carry connotative or symbolic meanings.

Because they have so much power to communicate, visuals must be carefully planned, competently created, and seamlessly integrated with text. An awkward sentence or grammatical error deep within a report might not be noticed by the majority of readers, but a poorly chosen or clumsily implemented visual will be noticed by most—and can confuse or alienate audiences and damage your credibility. You don’t need to be a professional designer to use visuals effectively, but you do need to be aware of some basic design principles if you want to avoid making high-visibility mistakes. This chapter gives you enough background to begin creating your own business visuals, and with some practice you’ll be able to craft effective visuals for nearly any communication project you might encounter.

Figure 9.1 Visual Symbolism

A red cross (with equal-length arms) on a white background is the well-known symbol of the Red Cross relief organization. It is also used to indicate the medical branches of many nations’ military services. The red cross symbol is based on the �lag of Switzerland (where the �irst Red Cross organization was formed), which over the course of hundreds of years developed from battle �lags that originally used the Christian cross symbol. Although the Red Cross emblem is not based directly on the Christian symbol, the organization uses a red crescent in countries where Islam is the dominant religion and is known as the Red Crescent. To avoid any association with religious symbols, the International Federation of Red Cross and Red Crescent Societies (the global umbrella organization for all national Red Cross and Red Crescent organizations) recently adopted the Red Crystal as its new symbol.

THE VISUAL EVOLUTION IN BUSINESS COMMUNICATION Several technological and social factors are contributing to the increasing use and importance of visuals in business communication. The process of creating and working with visual elements used to be the domain of experts with complex and expensive tools. However, digital technology has changed this situation dramatically. Inexpensive digital cameras and smartphones can be used to produce high-quality images and video, and the software needed to create diagrams, process photos, edit video, and prepare other visual elements continues to get both easier and more powerful all the time. Design and production tasks that used to take days can now be completed in hours or even minutes. As technologies such as wireless networking advance, business communicators will continue to reach wider audiences in less time, using equipment that costs less and requires fewer skills.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note4)

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Thanks to advances in technology and changing audience expectations, business communication is becoming more visual.

While technology has been putting visual design and production into the hands of everyday business communicators in recent years, audience skills and expectations have been evolving as well. Two changes in particular could affect your communication efforts in the coming years. First, U.S. government research indicates that only half of the adult population in the United States now has the literacy skills considered necessary for success in today’s workplace.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note5) In other words, depending on the nature of your work, you could �ind yourself communicating with audiences whose skills could prevent them from successfully reading your documents. Visuals could play a vital role in communicating your messages to audiences with lower reading skills. Second, as technology has multiplied the ways in which communicators can create visuals and as people grow up and live in a more visual, media-saturated environment, audiences are likely to expect messages to be more visual.

As a result of these changes in both the tools and the communication environment, visual literacy (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term21) , the ability to create effective images and to correctly interpret such images, has become a key business skill.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note6) Whether you are using visuals to reach an audience with limited reading skills or to magnify the impact of your written messages, knowing how to help your audience see what you see will enable you to become a more effective communicator.

Visual literacy is the ability to create and interpret visuals successfully.

VISUAL DESIGN PRINCIPLES

REAL-TIME UPDATES

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Understand the basics of perception

This overview of the process of perception highlights the role emotions plays in how we perceive the world around us. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Just as creating effective sentences and paragraphs requires working knowledge of the principles of good writing, creating effective visuals requires some knowledge of the principles of good design. Even though few businesspeople have the opportunity to formally study the “language” of line, mass, space, size, color, pattern, and texture, anyone can learn enough of the basic concepts to craft effective basic visuals.

Creating effective visuals requires basic knowledge of the principles of good design.

When you encounter visuals that you �ind appealing or unappealing, effective or ineffective, stop and ask yourself what caused your response. Did a particular design grab you and practically force you to pay attention, or did you pass right by with hardly a notice? Did one chart reveal its information quickly and easily, while another made you spend time decoding its confusing message? Did one photo appeal to you at an emotional level and therefore draw you into a document, whereas another was off-putting and caused you to lose interest in the document? By thinking about your own reactions to visual designs, you can become a more effective designer yourself.

As you consider your reactions to various designs and create designs of your own, you’ll begin to see how six fundamental principles help distinguish ineffective and effective designs:

Consistency. Audiences view a series of visuals as a whole and assume that design elements will be consistent from one page to the next. Think of consistency as visual parallelism, in the same way that textual parallelism helps audiences understand and compare a series of ideas.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note7) You can achieve visual parallelism in a variety of ways, including through consistent use of color, shape, size, texture, position, scale, or typeface.

Contrast. To emphasize differences, depict items in contrasting colors, shapes, or sizes. For example, to highlight the difference between two quantities in a chart, don’t use two shades of blue; instead, use blue for one and yellow or some other dramatically contrasting color for the other.

Balance. Balance can be either formal, in which the elements in the images are arranged symmetrically around a central point or axis, or informal, in which elements are not distributed evenly, but stronger and weaker elements are arranged in a way that achieves an overall effect of balance. A common approach to informal balance is weighing one visually dominant element against several smaller or weaker elements.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note8) Generally speaking, formal balance is more calming and serious, whereas informal balance tends to feel more dynamic and engaging.

Emphasis. Audiences usually assume that the dominant element in a design is the most important, so make sure that the visually dominant element really does represent the most important information. You can do so through color, position, size, or placement, for example. Conversely, be sure to visually downplay less important items. For instance, avoid using strong colors for minor support points, and deemphasize background features such as the grid lines on a chart.

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Convention. Visual communication is guided by a variety of generally accepted rules or conventions, just as written communication is guided by an array of spelling, grammar, punctuation, and usage conventions. These conventions dictate virtually every aspect of design.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note9) Moreover, many conventions are so ingrained that people don’t even realize they are following these rules. For example, if English is your native language, you assume that ideas progress across the page from left to right because that’s the direction in which English text is written. However, if you are a native Arabic or Hebrew speaker, you might automatically assume that �low on a page or screen is from right to left because that is the direction in which those languages are written. Flouting conventions often causes breakdowns in communication, but in some cases, it can be done to great effect.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note10) For instance, �lipping an organization chart upside down to put the customers at the top, with frontline employees directly beneath them and on down to the chief executive at the bottom, can be an effective way to emphasize that customers come �irst and that the managers are responsible for supporting employees in their efforts to satisfy customers.

Nearly every aspect of visual design is governed by conventions that set audience expectations.

Simplicity. As a general rule, simple is better when it comes to visuals for business communication. Remember that you’re conveying information, not expressing your creative �lair. Limit the number of colors and design elements you use, and take care to avoid chartjunk, a term coined by visual communication specialist Edward R. Tufte for decorative elements that clutter documents and potentially confuse readers without adding any relevant information.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note11) Computers make it far too easy to add chartjunk, from clip art illustrations to three-dimensional charts that display only two dimensions of data.

THE ETHICS OF VISUAL COMMUNICATION Power always comes with responsibility—and the potential power of visuals places an ethical burden on every business communicator. Ethical problems, both intentional and unintentional, can range from photos that play on racial or gender stereotypes, to images that imply cause-and-effect relationships that may not exist, to graphs that distort data (see Figure 9.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#ch9�ig2) ).

Remember that the power to communicate with visuals comes with the responsibility to communicate ethically.

Figure 9.2 In�luencing Perception Through Visual Design

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Figure 9.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#ch9�ig2) a shows impurities measured over the course of a 12-month period; the vertical scale is set from 0 to 120, suf�icient to cover the range of variations in the data. However, what if you wanted to make the variations from month to month look more severe? Less severe? Figure 9.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#ch9�ig2) b, with the scale “zoomed in” to a narrow range of 60 to 110, makes the variations look much more dramatic. The result could be a stronger emotional impact on the reader, creating the impression that these impurities are out of control. In contrast, Figure 9.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#ch9�ig2) c expands the scale from 0 to 200, which minimizes the appearance of the variations in the data. This graph is visually “calmer,” creating the opposite impression, that there’s really nothing to worry about. The data shown in all three graphs are identical, but the graphs send three different messages to the reader. Are any of the graphs unethical? That depends on the communicator’s intent and whether it inhibits the audience’s ability to make informed decisions.

Altering the scale of items in a visual is just one of many ways to emphasize or deemphasize certain aspects of information. For example, to increase the perceived size of a product, an advertiser might show a close-up of it being held by someone with smaller-than-average hands. Conversely, a large hand would make the product seem smaller.

You can work to avoid ethical lapses in your visuals by following these guidelines:12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note12)

Consider all possible interpretations—and misinterpretations. Try to view your visuals from your audience members’ perspective; will their biases, beliefs, or backgrounds lead them to different conclusions than you’ve intended? For instance, assume that you want to show how easy your product is to use, and the photograph you’ve chosen just happens to show an older person operating the product. Will anyone conclude that what you really mean to say is that your product is so simple that “even an old person can use it”?

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You can take many steps to emphasize or deemphasize speci�ic elements in your visuals, but make sure you don’t inadvertently commit an ethical lapse while doing so.

Provide context. Even when they are completely accurate, visuals can show only a partial view of reality. Part of your responsibility as a communicator is to provide not only accurate visuals but enough background information to help audiences interpret the visual correctly.

Visuals can’t always speak for themselves; make sure your audience has enough context to interpret your visuals correctly.

Don’t hide or minimize negative information that runs counter to your argument. Obscuring information prevents your audiences from making fully informed decisions regarding your content.

Don’t exaggerate information that supports your argument. Similarly, you have a responsibility not to oversell information in support of your argument. You should also resist the temptation to alter or enhance photographs and other images in order to support your arguments.

Don’t oversimplify complex situations. By their very nature, visuals tend to present simpli�ied views of reality. This is usually a bene�it and one of the key reasons for using visuals. However, take care not to mislead an audience by hiding complications that are important to the audience’s understanding of the situation.

Don’t imply cause-and-effect relationships without providing proof that they exist. For example, if you create a line chart that shows how increasing sales seem to track increasing advertising expenditures, you can claim a correlation but not necessarily a cause–effect relationship between the two. You can claim a causal relationship (meaning that the increase in advertising spending caused the increase in sales) only if you can isolate advertising spending as the only factor that can account for the increase in sales.

Avoid emotional manipulation or other forms of coercion. For instance, a photograph of an unhappy child being treated as a social outcast because he or she doesn’t own the trendiest new toys could be considered an unethical way to persuade parents to buy those products for their children.

Be careful with the way you aggregate data. Preparing charts, graphs, and tables that present data often involves decisions about aggregating, or grouping, data. Such decisions can have a profound effect on the message your audience receives (see “Ethics Detective: Solving the Case of the Hidden Numbers”). For example, if you aggregate daily production levels to show only a single data point for each week, you might be obscuring important variations that happen from day to day.

The ways in which you aggregate data for display can affect the messages and meanings that your audience extracts from your visuals.

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2 LEARNING OBJECTIVE Explain how to choose which points in your message to illustrate.

9.2 Identifying Points to Illustrate To help identify which parts of your message can bene�it from visuals, step back and consider the �low of your message from the audience’s point of view. Which parts of the message are likely to seem complex, open to misinterpretation, or even just a little bit dull? Are there any connections between ideas that might not be obvious if they are addressed only in the text? Is there a lot of numeric data or other discrete factual content that would be dif�icult to read if presented in paragraph form? Is there a chance that the main idea won’t “jump off the page” if it’s covered only in the text?

ETHICS DETECTIVE

Solving the Case of the Hidden Numbers

You’ve been assigned to present the results of an industrywide study of the effects of insecticide. Your audience consists of the department heads in your company, whose experience and educational backgrounds vary widely, from chemical engineering to insurance to law. You’re convinced you need to keep your report as simple and as jargon-free as possible.

You’re not a scienti�ic expert on insecticides, but your supervisor has introduced you to a scientist who works for a trade association that represents chemical producers, including your �irm. The scientist is familiar with the study you’ll be reporting on, and she has experience in communicating technical subjects to diverse audiences. You jumped at the chance to have such a knowledgeable person review your presentation for technical accuracy, but you’re uncomfortable with some of her feedback. In particular, you question her advice to replace the following line chart, which shows the number of insecticide poisonings and deaths by age.

The scientist suggests that this chart is too busy and too dif�icult for nonspecialists to understand. As an alternative, she provides a bar chart that selects four speci�ic ages from the entire range. She says this chart communicates the same basic idea as the line chart but is much easier to read.

ANALYSIS

You agree with the scientist that the line chart is visually busy and takes more effort to process, but something bothers you about the bar chart. Does it present the insecticide situation accurately and honestly? Why or why not?

If you answer yes to any of these questions, you probably need one or more visuals. When you’re deciding which points to present visually, think of the �ive Cs:

Effective visuals are clear, complete, concise, connected, and compelling.

Clear. The human mind is extremely adept at processing visual information, whether it’s something as simple as the shape of a stop sign or as complicated as the �loor plan for a new factory. If you’re having dif�icultly conveying an idea in words, consider whether a visual element will do the job instead.

Complete. Visuals, particularly tables, often serve to provide the supporting details for a main idea or recommendation. A table or another visual can provide these details without getting in the way of your main message.

Concise. You’ve probably heard the expression “A picture is worth a thousand words.” If a particular section of your message seems to require extensive description or explanation, see whether there’s a way to convey this information visually. With a picture working in conjunction with text, you may be able to reduce your word count considerably.

Connected. A key purpose of many business messages is showing connections of some sort—similarities or differences, correlations, cause-and-effect relationships, and so on. Whenever you want readers to see such a connection, determine whether a chart, a diagram, or another illustration might help.

TABLE 9.1 When to Use Visuals

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Purpose ApplicationPurpose Application

To clarify Support text descriptions of “graphic” topics: quantitative or numeric information, explanations of trends, descriptions.

To simplify Divide complicated descriptions into components that can be depicted with conceptual models, �lowcharts, organization charts, or diagrams.

To emphasize Call attention to particularly important points by illustrating them with line, bar, and pie charts.

To summarize

Review major points in the narrative by providing a chart or table that sums up the data.

To reinforce Present information in visual form to supplement descriptions in text.

To attract Make material seem more interesting by decorating the cover or title page and by breaking up the text with visual aids.

To impress Build con�idence by using visual forms to convey authenticity and precision.

To unify Depict the relationships among various elements of a whole.

Compelling. Will one or more illustrations make your message more persuasive, more interesting, more likely to get read? You rarely want to insert visuals simply for decorative purposes, of course, but even if a particular point can be expressed equally well via text or visuals, consider adding the visual to make your report or presentation more compelling.

As you identify which points in your document would bene�it from a visual, make sure that each visual you decide on has a clear purpose (see Table 9.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec6#ch9tab1) ).

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3 LEARNING OBJECTIVE Describe the most common options for presenting data in a visual format.

9.3 Selecting Visuals for Presenting Data After you have identi�ied which points would bene�it most from visual presentation, your next decision is choosing which type of visual to use for each message point. As you can see in Figure 9.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig3) , you have many choices for business graphics, which can be roughly divided into those for presenting data and those for presenting information, concepts, and ideas.

For some content, the decision is usually obvious. For example, to present a large set of numeric values or detailed textual information, a table is the obvious choice in most cases. However, if you’re presenting data broken down geographically, a color-coded map might be more effective, to show overall patterns rather than individual data points. Also, certain visuals are used more commonly for certain applications, as you’ll see in the following sections.

You have many types of visuals to choose from, and each is best suited to particular communication tasks.

Business professionals have a tremendous number of choices for presenting data, from general-purpose line, bar, and pie charts to specialized charts for product portfolios, �inancial analysis, and other professional functions. The visuals most commonly used to present data include tables; line and surface charts; bar charts, pictograms, and Gantt charts; scatter and bubble diagrams; and pie charts. (Note that most people use the terms chart and graph interchangeably.)

TABLES When you need to present detailed, speci�ic information, choose a table (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term18) , a systematic arrangement of data in columns and rows. Tables are ideal when your audience needs information that would be either dif�icult or tedious to handle in the main text.

Printed tables can display extensive amounts of data, but tables for online display and electronic presentations need to be simpler.

Most tables contain the standard parts illustrated in Figure 9.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig4) on page 230 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#page_230) . Every table includes vertical columns and horizontal rows, with useful headings along the top and side. For printed documents, you can adjust font size and column and row spacing to �it a considerable amount of information on the page and still maintain readability. For online documents, you may need to reduce the number of columns and rows to make sure your tables are easily readable online, particularly with mobile devices. If you can’t simplify a table enough to make it easily readable in a web or mobile browser, provide the full table in a downloadable PDF. If you want to give the audience the opportunity to manipulate the table’s content, you can provide it as a downloadable or online spreadsheet. Tables for presentations usually need to be the simplest of all because you can’t expect audiences to read detailed information from the screen.

Figure 9.3 Selecting the Best Visual

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For each point you want to illustrate, make sure you choose the most effective type of visual.

Source: Hamik/Shutterstock; Yarygin/Shutterstock.

Figure 9.4 Parts of a Table

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Here are the standard parts of a table. No matter which design you choose, make sure the layout is clear and that individual rows and columns are easy to follow.

Although complex information may require formal tables that are set apart from the text, you can present some data more simply within the text. You make the table, in essence, a part of the paragraph, typed in tabular format. Such text tables are usually introduced with a sentence that leads directly into the tabulated information. Here’s an example:13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note13)

Here is how �ive leading full-service restaurant chains compare in terms of number of locations and annual revenue:

OSI Restaurant Partners Dine Equity Carlson Brinker Darden

Major Chain(s) Outback Steakhouse, Carrabba’sApplebee’s, IHOP Friday’s, Pick Up Stix Chili’s, Maggiano’sRed Lobster, Olive Garden

Locations 1,470 3,300 990 1,550 1,800

Revenue ($ Million) $3,600 $1,414 N/A $2,859 7,113 Source: Hoover’s Online, accessed 25 February 2014, www.hoovers.com (http://www.hoovers.com) ; “America’s Largest Private Companies,” Forbes, accessed 25 February 2014, www.forbes.com (http://www.forbes.com) ; company �inancial reports accessed on Google Finance, accessed 25 February 2014, www.google.com/�inance (http://www.google.com/�inance) .

When you prepare tables, follow these guidelines to make your tables easy to read:

Use common, understandable units and clearly identify the units you’re using, whether dollars, percentages, price per ton, or some other units.

Express all items in a column in the same unit and round off for simplicity whenever doing so won’t eliminate essential details.

Label column headings clearly, and use a subheading if necessary.

Separate columns or rows with lines or extra space to make the table easy to follow; in complex tables, consider highlighting every other row or column in a pale, contrasting color.

Provide totals or averages of columns or rows when relevant.

Document the source of the data, using the same format as a text footnote (see Appendix B (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm02#bm02) ).

Tables can contain numerals, words, symbols, or other facts and �igures. Word tables are particularly appropriate for presenting survey �indings or for comparing various items against a speci�ic standard.

Figure 9.5 Line Chart

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This line chart compares the temperatures measured inside two cement kilns at half-hour intervals from 8:00 a.m. to 5:00 p.m.

LINE AND SURFACE CHARTS A line chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term12) illustrates trends over time or plots the relationship of two or more variables. In line charts showing trends, the vertical, or y, axis shows the amount, and the horizontal, or x, axis shows the time or other quantity against which the amount is being measured. Both axes often start at zero in the lower-left corner, but you can exercise a fair amount of �lexibility with both axes in order to present your data as clearly as possible. For instance, to show both positive and negative values (such as pro�it and loss), you can have the y axis span from a negative value up to a positive value, with zero somewhere in between. Of course, you should always avoid distorting the data in ways that could mislead your audience, as noted in the section “The Ethics of Visual Communication,” on pages 225 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#page_225) –226 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec1#page_226) .

Line charts are commonly used to show trends over time or the relationship between two or more variables.

If you need to compare two or more sets of data, you can plot them on the same chart for instant visual comparison (see Figure 9.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig5) ). Two or three lines on a single chart are usually easy to read, but beyond that, things can get confusing, particularly if the lines cross.

Spreadsheet forecasting functions can help predict future values based on past values shown in a line chart.

Because they usually show the behavior of one or more variables in the past, line charts often raise the question “What will happen in the future?” For instance, if you present sales data for the past 12 months, your audience may well ask what you think will happen in the next 12 months. Predicting the future is always risky, but you can use your spreadsheet’s forecasting tools to extend a line into the future, using a statistical technique known as regression analysis. Check your spreadsheet’s Help function for more information on using its linear regression, trend line, or forecasting functions. However, when using these tools, be aware that all they can do is extract patterns from past data and extend them into the future. They don’t have any awareness of the “real-life” factors that shaped the past data and that will shape the future data.

A surface chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term17) , also called an area chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term1) , is a form of line chart with a cumulative effect; all the lines add up to the top line, which represents the total (see Figure 9.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig6) on the next page). This presentation helps you illustrate changes in the composition of something over time. One common use is to show how sales of individual products contribute to the company’s overall revenue.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note14) When preparing a surface chart, put the most important segment on the bottom and build up from there.

BAR CHARTS, PICTOGRAMS, AND GANTT CHARTS A bar chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term2) portrays numbers by the height or length of its rectangular bars, making a series of numbers easy to read or understand. (Vertical bar charts are sometimes called column charts.) Bar charts are particularly valuable when you want to

You can create bar charts in a wide variety of formats; choose the form that best illustrates the data and relationships in your message.

Compare the sizes of several items at one time

Show changes in one item over time

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Indicate the composition of several items over time

Show the relative sizes of components of a whole

Figure 9.6 Surface Chart

Surface, or area, charts can show a combination of trends over time and the individual contributions of the components of a whole.

Figure 9.7 The Versatile Bar Chart

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Here are six of the dozens of variations possible with bar charts: singular (9.7a), grouped (9.7b), deviation (9.7c), segmented (9.7d), combination (9.7e), and paired (9.7f).

As the charts in Figure 9.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig7) show, the bar chart is a versatile tool that can serve many purposes. Grouped bar charts compare more than one set of data, using a different color or pattern for each set. Deviation bar charts identify positive and negative values, or winners and losers. Segmented bar charts, also known as stacked bar charts, show how individual components contribute to a total number, using a different color or pattern for each component. Combination bar and line charts compare quantities that require different intervals. Paired bar charts show the correlations between two items.

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Figure 9.8 Gantt Chart

A Gantt chart is a specialized bar chart that uses bars to show durations of tasks and lines to show dependencies between tasks, such as when one task cannot be started before another one is completed.

MyBCommLab Apply Figure 9.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig8) ’s key concepts by going to mybcommlab.com (http://mybcommlab.com)

Figure 9.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig7) also suggests how creative you can be with bar charts. You might align the bars either vertically or horizontally, or you might use bar charts to show both positive and negative quantities. No matter what you do, however, be sure to space the bars evenly and place them in a logical order, such as chronological or alphabetical.

You can also convert the bars of a bar chart into lines of symbols, so that the number or length of the symbols indicates the relative value of each item. A chart that portrays data as symbols instead of words or numbers is known as a pictogram (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term14) . The chief value of pictograms is their novelty and ability to convey a more literal, visual message, but they can be more dif�icult to read if not designed with care, and they can present a less professional tone than a straightforward bar chart.

Closely related to the bar chart is the time line chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term19) , which shows how much time is needed to complete each task in a given project. When you want to track progress toward completing a project, you can use a type of time line chart known as a Gantt chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term8) (see Figure 9.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig8) ).

SCATTER AND BUBBLE DIAGRAMS If you need to compare several entities (companies, markets, employees, and so on) on two variables, such as revenue and pro�it margin, use a scatter diagram (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term16) , also known as an XY diagram (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term23) . This diagram is similar to a line chart in the sense that one variable is plotted along the x (horizontal) axis and another along the y (vertical) axis. However, in a scatter diagram, individual points are plotted, not continuous lines. The bubble diagram (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term3) expands to three variables, with the size of the bubble representing the third variable (see Figure 9.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig9) ).

Scatter diagrams compare entities against two variables; bubble diagrams compare them against three.

PIE CHARTS A pie chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term15) is a commonly used tool for showing how the parts of a whole are distributed. Although pie charts are popular and can quickly highlight the dominant parts of a whole, they are often not as effective as bar charts or tables. For example, comparing percentages accurately is often dif�icult with a pie chart but can be fairly easy with a bar chart (see Figure 9.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig10) ). Making pie charts easier to read with accuracy can require labeling each slice with data values, in which case a table might serve the purpose more effectively.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note15)

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Pie charts are used frequently in business reports, but in many instances, they are not as helpful to readers as bar charts and other types of visuals would be.

Figure 9.9 Bubble Diagram

A bubble diagram shows three variables: distance along the x and y axes, plus the diameter of each bubble. In this case, the rate of revenue growth is plotted on the x axis, pro�it margin is plotted on the y axis, and the size of the bubbles represents annual revenues. For instance, MooreComp has the greatest revenues but the lowest pro�it margin, although it is growing faster than two of its three competitors.

Figure 9.10 Pie Charts Versus Bar Charts

Pie charts are used frequently, but they aren’t necessarily the best choice for many data presentations. This pie chart does make it easy to see that assemblers are the largest employee category, but other comparisons of slice sizes (such as Sales, Engineers, and Admin) are not as easy to make and require a numerical rather than a visual comparison. In contrast, the bar chart gives a quick visual comparison of every data point.

DATA VISUALIZATION Conventional charts and graphs are limited in several ways: Most types can show only a limited number of data points before becoming too cluttered to interpret, they often can’t show complex relationships among data points, and they can represent only numeric data. As computer technologies continue to generate large amounts of data that can be combined and connected in endless ways, a diverse class of display capabilities known as data visualization (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term5) work to overcome all these drawbacks. In some instances, data visualization is less about clarifying individual data points and more about extracting broad meaning from giant masses of data or putting the data into context.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note16)

Data visualization tools can overcome the limitations of conventional charts and other display types.

Data visualization has become an important tool for companies working with big data, a term used to describe massive collections of data from a variety of sources piling up at high speeds.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note17) Interactive apps let users “drill down” into data sets to �ind details or look at data collections from a variety of perspectives.

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Data visualization is an important feature for companies using big data.

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Data visualization and infographics gateway

This unique web resource offers links to a vast array of data visualization and infographic techniques and examples. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

In addition to displaying large data sets and linkages within data sets, other kinds of visualization tools combine data with textual information to communicate complex or dynamic data much faster than conventional presentations can. For example, a tag cloud shows the relative frequency of terms, or tags (content labels), in an article, a blog, a website, survey data, or another collection of text.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note18)

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4 LEARNING OBJECTIVE Describe the most common options for presenting information, concepts, and ideas.

9.4 Selecting Visuals for Presenting Information, Concepts, and Ideas In addition to facts and �igures, you’ll need to present other types of information, from spatial relationships to abstract ideas. In these situations, professionals often look for visual solutions to complement or even replace textual information. The most common types of visuals for these applications include �lowcharts and organization charts; maps; drawings, diagrams, and photographs; infographics; and video (covered in the �inal section of the chapter).

FLOWCHARTS AND ORGANIZATION CHARTS

Use �lowcharts to show a series of steps in a process or other sequential relationships.

Figure 9.11 Flowchart

Flowcharts show sequences of events and are most valuable when the process or procedure has a number of decision points and variable paths.

If you need to show physical or conceptual relationships rather than numeric ones, you might want to use a �lowchart or an organization chart. A �lowchart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term7) (see Figure 9.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec14#ch9�ig11) ) illustrates a sequence of events from start to �inish. It is particularly helpful when illustrating processes and procedures in which there are decision points, loops, and other complexities. For general business purposes, you don’t need to be too concerned about the speci�ic shapes, although do keep them consistent. However, be aware that there is a formal �lowchart “language” in which each shape has a speci�ic meaning (diamonds are decision points, rectangles are process steps, and so on). If you’re communicating with computer programmers and others who are accustomed to formal �lowcharting, make sure you use the correct symbols to avoid confusion. Graphics programs that have �lowchart symbols usually label their functions, making it easy to use the right ones.

As the name implies, an organization chart (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term13) illustrates the positions, units, or functions of an organization and the way they interrelate (refer to Figure 1.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#ch1�ig3) on page 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec5#page_9) for an example). These charts aren’t limited to organizational structures, of course; as you saw in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) , they can also be used to outline messages.

Use organization charts to depict the interrelationships among the parts of a whole.

MAPS

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Maps can show location, distance, points of interest (such as competitive retail outlets), and geographic distribution of data, such as sales by region or population by state. In addition to presenting facts and �igures, maps are useful for showing market territories, distribution routes, and facilities locations.

Use maps for such tasks as representing statistics by geographic area or showing spatial relationships.

When combined with databases and aerial or satellite photography in geographic information systems (GIS), maps become extremely powerful visual reporting tools. As one example, retailing specialists can explore the demographic and psychographic makeup of neighborhoods within various driving distances from a particular store location. Using such information, managers can plan everything from new building sites to delivery routes to marketing campaigns.

DRAWINGS, DIAGRAMS, AND PHOTOGRAPHS The opportunities to use drawings, diagrams, and photographs are virtually endless. Simple drawings can show the network of suppliers in an industry, the �low of funds through a company, or the process for completing the payroll each week. More-complex diagrams, including interactive online diagrams, can convey technical topics such as the operation of a machine or repair procedures.

Use drawings and diagrams to show how something works or how it is made or used; drawings are sometimes better than photographs because they let you focus on the most important details.

Word processors and presentation software now offer fairly advanced drawing capabilities, but for more precise and professional illustrations, you may need a specialized package such as Adobe Illustrator or Trimble SketchUp. Moving a level beyond those programs, computer-aided design (CAD) systems such as Autodesk’s AutoCAD can produce extremely detailed architectural and engineering drawings.

Photographs offer both functional and decorative value, and nothing can top a photograph when you need to show exact appearances. Because audiences expect photographs to show literal visual truths, you must take care when using image-processing tools such as Adobe Photoshop.

Use photographs for visual appeal and to show exact appearances.

To use photographs successfully, consider these guidelines:

MOBILE APPS

Instagram has become wildly popular for personal photos, but many companies use the photo-sharing service for business communication as well.

Consider whether a diagram would be more effective than a photograph. Photographs are often unmatched in their ability to communicate spatial relationships, sizes, shapes, and other physical parameters, but sometimes they communicate too much information. For example, to show how to adjust a speci�ic part of a complicated machine, a photo can be confusing because it shows all the parts within the camera’s view. A simpli�ied diagram is often more effective because it allows you to emphasize the speci�ic parts that are relevant to the problem at hand.

Learn how to use basic image-processing functions. For most business reports, websites, and presentations, you won’t need to worry about more advanced image-processing functions and special effects. However, you need to know such basic operations such as the difference between resizing (changing the size of an image without removing any parts of it) and cropping (cutting away parts of the image).

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Ideas for using Instagram for business communication

The Instagram for Business blog discusses ways to use the popular photo-sharing service. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Make sure the photographs have communication value. Except for covers, title slides, and other special uses, it’s usually best to avoid including photographs simply for decorative value.

Be aware of copyrights and model permissions. As with textual information you �ind online, you can’t simply insert online photographs into your documents. Unless they are speci�ically offered for free, you have to assume that someone owns the photos and is entitled to payment or at least a photo credit. In addition, professional photographers are careful to have any person who poses in photos sign a model release form, which gives the photographer permission to use the person’s image.

Make sure you have the right to use photographs you �ind online.

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INFOGRAPHICS Infographics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term9) are a special class of diagrams that can convey both data and concepts or ideas. In addition, they contain enough visual and textual information to function as independent, standalone documents. Broadly speaking, there are two types of infographics: those that are stylized collections of charts or graphs and those that have a structured narrative. The �irst types, represented by Figure 9.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec19#ch9�ig12) a, don’t necessarily convey any more information than basic charts and graphs in a conventional report would, but their communication value lies in their ability to catch the audience’s attention and the ease with which they can be distributed online. The second types, represented by Figure 9.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec19#ch9�ig12) b, take full advantage of the visual medium to tell stories or show interconnected processes. Such infographics can be powerful communication tools, even to the point of replacing conventional reports.

Infographics can offer stylized versions of basic charts and graphs or more engaging narratives that tell a story or illustrate a process.

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5 LEARNING OBJECTIVE Explain how to integrate visuals with text, and list three criteria to review in order to verify the quality of your visuals.

9.5 Producing and Integrating Visuals Now that you understand the communication power of visuals and have chosen the best visuals to illustrate key points in your report, website, or presentation, it’s time to get creative. This section offers advice on creating visuals, integrating them with your text, and verifying the quality of your visual elements.

CREATING VISUALS Computers make it easy to create visuals, but they also make it easy to create ineffective, distracting, and even downright ugly visuals. However, by following the basic design principles discussed on pages 157 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec9#page_157) –160 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#page_160) , you can create all the basic visuals you need—visuals that are both attractive and effective.

Computer software offers a variety of graphical tools but doesn’t automatically give you the design sensibility that is needed for effective visuals.

Whether you’re using the charting functions offered in a spreadsheet or the design features of a specialized graphics program, take a few minutes to familiarize yourself with the software’s quirks and capabilities. For important visuals, try to have a professional designer set up a template for the various types of visuals you and your colleagues need to create. In addition to helping ensure an effective design, using templates saves you the time of making numerous design decisions every time you create a chart or graphic.

Learning how to use your computer tools will help you save enormous amounts of time and produce better results.

No matter which tools you’re using, take care to match the style and quality of your visuals with the subject matter and the situation at hand. The style of your visuals communicates a subtle message about your relationship with the audience. A simple sketch might be �ine for a working meeting but be inappropriate for a formal presentation or report. On the other hand, elaborate, full-color visuals may be viewed as extravagant for an informal report but may be entirely appropriate for a message to top management or in�luential outsiders.

A visual’s level of sophistication should match the communication situation.

INTEGRATING VISUALS WITH TEXT

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Ten tools for creating infographics

These online tools (many are free) offer a variety of ways to create infographics. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

For maximum effectiveness and minimum disruption for the reader, visual elements need to be carefully integrated with the text of your message. In some instances, visual elements are somewhat independent from the text, as in the sidebars that occasionally accompany magazine articles. Such images are related to the content of the main story, but they aren’t referred to by a speci�ic title or �igure number. This sort of treatment is often used in promotional materials such as brochures and advertisements.

Figure 9.12 Infographics

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Roughly speaking, infographics can be divided into simple presentations of data (Figure 9.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec19#ch9�ig12) a) and visual narratives (Figure 9.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec19#ch9�ig12) b) that use the full power of the medium to tell stories or illustrate processes.

Source: Sustainable America/sustainableamerica.org (http://America/sustainableamerica.org)

MOBILE APPS

Graph (Android) and Numbers (iOS) are two of the many apps available for creating charts and graphs on mobile devices.

For reports and most other business documents, however, visuals are tightly integrated with the text so that readers can move back and forth between text and visuals with as little disruption as possible. Successful integration involves four decisions: maintaining a balance between visuals and text, referring to visuals in the text, placing the visuals in a document, and writing titles and other descriptions.

Maintaining a Balance Between Illustrations and Words

Strong visuals enhance the descriptive and persuasive power of your writing, but putting too many visuals into a report can distract your readers. If you’re constantly referring to tables, drawings, and other visual elements, the effort to switch back and forth from words to visuals can make it dif�icult for readers to maintain focus on the thread of your message. The space occupied by visuals can also disrupt the �low of text on the page or screen.

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As far as the content allows, maintain a comfortable balance between text and visuals.

As always, take into account your readers’ speci�ic needs. If you’re addressing an audience with multiple language backgrounds or widely varying reading skills, you can shift the balance toward more visual elements to help get around any language barriers. The professional experience, education, and training of your audience should in�luence your approach as well. For instance, detailed statistical plots and mathematical formulas are everyday reading material for quality- control engineers but not for most salespeople or top executives.

Make sure your visuals match the needs, expectations, and interpretation skills of your audience.

Referencing Visuals

Unless a visual element clearly stands on its own, it should be clearly referred to by number in the text of your report. Some report writers refer to all visuals as “exhibits” and number them consecutively throughout the report; many others number tables and �igures separately (everything that isn’t a table is regarded as a �igure). In a long report with numbered sections, illustrations may have a double number (separated by a period or a hyphen) representing the section number and the individual illustration number within that section. Whatever scheme you use, make sure it’s clear, consistent, and easy to follow.

To tie visuals to text, introduce them in the text and place them near the points they illustrate.

Help your readers understand the signi�icance of visuals by referring to them before readers encounter them in the document or on the screen. The following examples show how you can make this connection in the text:

Figure 1 summarizes the �inancial history of the motorcycle division over the past �ive years, with sales broken into four categories.

Total sales were steady over this period, but the mix of sales by category changed dramatically (see Figure 2).

The underlying reason for the remarkable growth in our sales of youth golf apparel is suggested by Table 4, which shows the growing interest in junior golf around the world.

When describing the data shown in your visuals, be sure to emphasize the main point you are trying to make. Don’t make the mistake of simply repeating the data to be shown. Paragraphs that do are guaranteed to put the reader to sleep. The visual will (or at least should) provide all these details; there is no need to repeat them in the text. Instead, use round numbers that sum up the message. For example, you might say, “As Table 4.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#ch4tab2) shows, more than two-thirds of the respondents earn less than $20 per hour.”

Help your readers understand why each visual is important.

Placing Visuals

Place each visual as close as possible to its in-text reference to help readers understand the illustration’s relevance and to minimize the effort of reading.

Try to position your visuals so that your audience won’t have to �lip back and forth (in printed documents) or scroll (on-screen) between the visuals and the text. Ideally, it’s best to place each visual within, beside, or immediately after the paragraph it illustrates so that readers can consult the explanation and the visual at the same time. This scheme works well both in print and online. If at all possible, avoid bunching visuals at the end of a section or the end of a document; doing so asks a lot of the reader. (Bunching is unavoidable in some cases, such as when multiple visuals accompany a single section of text—as in this chapter, for instance.) Word-processing, desktop-publishing, and web-design programs let you place graphical elements virtually anywhere you wish, so take advantage of this �lexibility.

Writing Titles, Captions, and Legends

Titles, captions, and legends help connect your visual and textual messages and ensure a seamless reading experience. A title (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term20) identi�ies the content and purpose of the visual, along with whatever label and number you’re using to refer to the visual. A descriptive title (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term6) simply identi�ies the topic of the illustration, whereas an informative title (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term10) calls attention to the conclusion that ought to be drawn from the data. Here’s an example of the difference:

A descriptive title simply identi�ies the topic of an illustration; an informative title helps the reader understand the conclusion to be drawn from the illustration.

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Descriptive Title Informative Title

Relationship Between Petroleum Demand and Re�inery Capacity in the United StatesRe�inery Capacity Declines as Petroleum Demand Continues to Grow

An informative title saves readers the work of interpreting the visual to extract the main idea from it. Regardless of whether your titles and legends are informative or descriptive, phrase them consistently throughout a document.

A caption (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term4) usually offers additional discussion of the visual’s content and can be up to several sentences long, if appropriate. Captions can also alert readers that additional discussion is available in the accompanying text. A legend (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9term11) helps readers “decode” the visual by explaining what various colors, symbols, or other design choices mean (several of the �igures in this chapter use legends, for example). Legends aren’t necessary for simple graphs, such as a line chart or bar chart with only one series of data, but they are invaluable with more complex graphics.

VERIFYING THE QUALITY OF YOUR VISUALS Visuals have a particularly strong impact on your readers and on their perceptions of you and your work, so verifying the quality of your visuals is an essential step. Ask yourself three questions about every visual element:

Is the visual accurate? Be sure to check for mistakes such as typographical errors, inconsistent color treatment, confusing or undocumented symbols, and misaligned elements. Also verify that information in visuals and text matches. For data presentations, particularly if you’re producing charts with a spreadsheet, verify any formulas used to generate the numbers and make sure you’ve selected the right numbers for each chart. For �lowcharts, organization charts, diagrams, photos, and other visuals, make sure that each visual delivers your message accurately and that you have inserted the correct image �iles.

Review each visual to make sure it doesn’t intentionally or unintentionally distort the meaning of the underlying information.

Is the visual properly documented? As with the textual elements in your reports and presentations, visuals based on other people’s research, information, and ideas require full citation. (Even if the graphical design is entirely yours, any underlying information taken from other sources needs to be documented.) Also, try to anticipate any questions or concerns your audience may have and address them with additional information, as needed. For instance, if you’re presenting the results of survey research, many readers will want to know who participated in the survey, how many people responded, and when the questions were asked. You could answer these questions with a note in the caption along the lines of “652 accountants, surveyed the week of January 17.” Similarly, if you found a visual in a secondary source, list that source on or near the graphic to help readers assess the information. Alternatively, you can list sources in an appendix.

Is the visual honest? As a �inal precaution, step back and verify that your visuals communicate truthful messages. Make sure they don’t hide information the audience needs, imply conclusions that your information doesn’t support, or play on audience emotions in manipulative or coercive ways.

CHECKLIST ✓ Creating Effective Visuals

Emphasize visual consistency to connect parts of a whole and minimize audience confusion.

Avoid arbitrary changes of color, texture, typeface, position, or scale.

Highlight contrasting points through color, position, and other design choices.

Decide whether you want to achieve formal or informal balance.

Emphasize dominant elements and deemphasize less important pieces in a design.

Understand and follow (at least most of the time) the visual conventions your audience expects.

Strive for simplicity and clarity; don’t clutter your visuals with meaningless decoration.

Follow the guidelines for avoiding ethical lapses.

Carefully consider your message, the nature of your information, and your audience to choose which points to illustrate.

Select the proper types of graphics for the information at hand and for the objective of the message.

Be sure the visual contributes to overall understanding of the subject.

Understand how to use your software tools to maximize effectiveness and ef�iciency.

Integrate visuals and text by maintaining a balance between illustrations and words, clearly referring to visuals within the text, and placing visuals carefully.

Use titles, captions, and legends to help readers understand the meaning and importance of your visuals.

Verify the quality of your visuals by checking for accuracy, proper documentation, and honesty.

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For a review of the important points to remember when creating visuals, see “Checklist: Creating Effective Visuals.” For more information on visual communication, including design principles, ethical matters, and the latest tools for creating and displaying visuals, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) .

VISUAL MEDIA ON MOBILE DEVICES Whether it’s a training video, an interactive big-data tool, or a GIS system used for on-site analysis, more and more employees need to consume visual media on smartphones and tablets. The constraints of small screens are even more acute with visuals than they are with text, so preparing visual content for mobile users takes careful planning and the use of display tools designed for mobile devices. With screen space at a premium, think carefully about audience members’ needs, including the circumstances in which they’ll be using their devices, so you can prioritize and sequence the delivery of information.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note19)

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6 LEARNING OBJECTIVE Identify the most important considerations in the preproduction, production, and postproduction stages of producing basic business videos.

9.6 Producing Business Videos No matter what career path you pursue, chances are you’ll have the need or opportunity to produce (or star in) a business video. For videos that require the highest production quality, companies usually hire specialists with the necessary skills and equipment. However, for most routine needs, any business communicator with modest equipment and a few basic skills can create effective video.

The three-step process adapts easily to video; professionals refer to the three steps as preproduction, production, and postproduction (see Figure 9.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec28#ch9�ig13) ). You can refer to one of the many books available on basic video production techniques for more detail, but here are the key points to consider in all three steps. (A note on terminology: digital videography has inherited a number of terms from �ilm that don’t make strict technical sense but are in common use anyway, including footage to indicate any amount of recorded video and �ilming to indicate video recording.)

The process of creating videos is divided into preproduction, production, and postproduction.

STEP 1: PREPRODUCTION When you’re recording speeches, seminars, and other events, planning is crucial because you have only one opportunity to get the footage you need. And even when you have the �lexibility to retake footage, thoughtful planning will save time and money and lead to better-looking results. For any video, be sure to think through the following seven elements:

Figure 9.13 Creating Effective Business Videos

By following a methodical process in the preproduction, production, and postproduction stages, any business communicator with even basic equipment can create effective videos.

Purpose and scope. With every communication effort, of course, it’s essential to identify the purpose of your message and de�ine the scope of what you will address before you start. This is doubly important with video, however, because it is a linear medium that forces people to watch it in a prede�ined sequence. Most viewers won’t sit through rambling or repetitive videos, so �igure out what your point is and determine the briefest possible way to make it.

Scene composition. Visualize what the camera is going to see. If you’re demonstrating a new product, for example, do you want people to see it in a realistic setting, or would it be better to use a “clean stage” so that nothing else will compete for the viewer’s attention? For “talking head” videos, in which someone talks directly into the camera at close range, an uncluttered background is preferred unless the setting is relevant. However, you don’t need to resort to a bare white wall behind the subject; this can make the video feel more like an interrogation. A tastefully decorated of�ice will look uncluttered without feeling stark or cold. Think carefully about the overall environment as well. Trying to conduct an interview outside or at a busy tradeshow, for example, can bring all kinds of noise and visual distractions into the equation.

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Just as painters compose a scene, with a video camera you compose a scene by making decisions about what to show and where to place your camera.

Camera placement. As you visualize the scene or scenes you plan to shoot, think about where to place your camera. Wide, medium, and close-up positions each have their own strengths and weaknesses, depending on what you’re trying to convey. For example, showing a wide shot of a crowd’s reaction can emphasize the emotional impact of a speech, but a wide shot looking at the speaker from a distance will have less impact because viewers won’t able to see the emotions on the speaker’s face. As a technical point, position the camera as close as you can for the shot you’re trying to achieve, rather than using the camera’s zoom capability. Using zoom makes the recording more vulnerable to shaking and makes it more dif�icult for you (or the camera’s autofocus function) to keep the picture in focus.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note20) If you need to zoom because you can’t get the camera close enough, be sure to use optical zoom only, not digital zoom, which lowers the picture quality.

Lighting. Good lighting is essential for a quality production, which is why professionals sometimes spend hours lighting a single shot. Lighting can be a complicated subject, but for most business videos, the simplest solution is to get a strong but soft light directed from behind the camera toward the subject (person, place, or thing) being �ilmed. This ensures that the subject is well lit and the camera’s exposure settings aren’t overwhelmed by extraneous light coming from the background. Professionals use large “softboxes,” re�lectors, and other special equipment to direct light onto their subjects, but you can often take advantage of windows and natural daylight.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note21)

If you have arti�icial lighting that is too harsh, you can soften the light by �iltering it through parchment paper.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note22) When �ilming people, be particularly careful about strong overhead lights, which can create un�lattering shadows. And when shooting outside, look for locations in full shade if possible to avoid the deep shadows created by direct sunlight.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note23)

Invest the time and, if necessary, the money to get good lighting; it is essential to quality video production.

Sound. Your camera or smartphone probably has a microphone to record sound along with video, but in most cases you should use an external microphone instead. The reason is that the camera’s microphone will pick up too much noise because it is too far away from the person or persons who are speaking, and these omnidirectional microphones pick up sound from every angle.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note24) In most cases, the best solution is to pin a small lavaliere microphone on each speaker’s lapel. Note that you can also record one or more audio sources separately (if you have speakers in different locations, for instance) and mix them together in postproduction.

Shot list. Director and professional videographer Steve Stockman advises to always think of a video in terms of discrete shots, rather than as one endless recording.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note25) You can imagine shots as the equivalent of subsections or even the paragraphs in a report, each one leading smoothly to the next. Preparing a shot list ahead of time helps you identify all the footage you need to capture, and it serves as a check-off list when you’re shooting. And going beyond a shot list, whenever you’re creating a video speci�ically (as opposed to recording a training session or some other event), consider writing a script that describes every scene and visual and contains speaking notes or even fully written dialog. Some people are adept at improvising, and this is often �ine for informal tutorials and other purposes. However, for important videos, a script is advised. The script is also an important planning and communication tool, helping you make sure all the pieces and people are ready when it’s time to shoot.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note26)

The shot list serves as your outline and checklist while you’re �ilming.

B-roll material. The “B-roll” is another legacy term from �ilm. It refers to a collection of secondary shots that can later be edited in to add visual interest, smooth over transitions, or otherwise improve the �low of the �inished product.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note27) For example, an interview with your company’s CEO will look fairly static after a few minutes, but you can later cut in footage or images of your company’s products, website, customers, manufacturing facilities, or other related scenes or images. Videographer Jefferson Graham makes it a point to show an image or clip of anything mentioned by a narrator or interview subject.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note28) During postproduction, you can weave together your primary footage with B- roll video clips and still images, using the audio to maintain continuity from start to �inish. Audiences will still get the full spoken message, only with a more interesting visual presentation.

B-roll is �ilm terminology for extra scenes and images that can enhance your �inal production.

In addition to these planning considerations, be sure to identify and prepare all the equipment the shoot will require, from camera(s) to lights to props. If you plan to use a smartphone as your video camera, check out some of the apps that give you more control than the phone’s built-in software provides.

REAL-TIME UPDATES

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Great advice for getting started in digital video

This website offers a wealth of advice on producing quality videos. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

STEP 2: PRODUCTION With all your preproduction done, you’re ready to shoot your video. These four tips will help you collect great footage:

Frame each shot carefully. Framing refers to the decisions you make regarding what the camera sees and doesn’t see when you aim it (see Figure 9.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec28#ch9�ig14) ). For example, if you’re �ilming someone demonstrating a product, you’ll have to decide where the camera should be aimed for each of your planned shots. If the presenter is talking at one point without using the product, you might frame the shot to emphasize the speaker’s face. Then when the presenter interacts with the product, you might frame the shot to emphasize his or her hands. Just remember the obvious but sometimes overlooked point that the viewer sees everything the camera sees—but only what the camera sees. Framing decisions are particularly important if your videos will be watched on small-screen mobile devices, because small screens can limit the amount of detail viewers can see clearly. The question of balance (see page 159 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec12#page_159) ) is important as well. Keeping a speaker’s face in the center of the screen can look dull and rigid after a while, so experiment with positioning him or her just off-center to create a more dynamically balanced scene. Also, search for interesting angles for the shots you have planned.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note29) In addition to �ilming the subject head on, for example, you might get some footage of him or her from the side or from high or low perspectives.

Keep the camera still. If the camera moves around—intentionally or unintentionally—during a shot, the resulting footage puts a greater demand on your viewers. Shaky video from a handheld camera is uncomfortable to watch, so whenever possible, use a tripod or other stabilizing arrangement. And moving the camera intentionally forces viewers to process additional visual information that may or may not be relevant.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note30) Moving during a shot also changes the background and lighting because the camera is looking at the scene differently. Sometimes you don’t have any choice and have to follow a moving subject, but don’t move the camera while �ilming unless you really have to.

Resist the temptation to move around with your camera while �ilming unless it is absolutely necessary.

Take B-roll footage. In addition to the B-roll shots you planned in preproduction, keep an eye out for other interesting scenes and images that might enhance the �inished video. It’s better to shoot lots of footage you don’t use than to regret not capturing something when you had the chance.

Figure 9.14 Framing Your Shots: Finding the Right Range

Decisions about how you frame your shots can have a dramatic effect on information delivery and emotional impact. Compare the effect of these long, medium, and close shots, for example. Remember that your viewers can see everything the camera sees, but only what the camera sees.

Source: HP Video; Anatoly Tiplyashin/Shutterstock

Don’t use the special effects in your camera. Many video cameras can add special effects such as pixilation or “old-timey” sepia tones, but using these features in the camera usually alters the video permanently. Instead, export “clean” footage to your editing software and add any effects in postproduction, where you can easily undo anything you try.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note31)

STEP 3: POSTPRODUCTION Postproduction (often referred to simply as “post”) is where interesting, high-quality videos come to life, as you use editing software to weave your main footage and B-roll footage into a seamless show and enhance it with music, titles, and other elements. Postproduction also lets you cut out clumsy bits of footage, record

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narration, potentially replace sections of dialog, and make other �ixes. With even low-cost video editing software, you can produce surprisingly sophisticated videos.

MOBILE APPS

Videoshop offers a variety of post-production tools for enhancing mobile videos right on your phone.

Here is a general overview of the postproduction process:32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note32)

1. Transfer your video footage to your computer and load it into the editing software.

Postproduction involves the use of video editing software to place all your video and audio elements in the desired sequence.

2. Evaluate your material, identifying the shots you want to keep and those you can delete.

3. Use cut and paste to move sections of video around as needed to put the story in the desired order.

4. Weave in B-roll images and clips. Your company might also have a standard library of media elements to use in videos, including logos or introductory sequences.

5. Add transitions (such as a blend or quick fade to black) between video segments, if desired.

6. Synchronize the main audio track with the video and record narration as needed.

7. Add an intro (a brief sequence at the beginning) and an outro (a brief sequence at the end). Business videos often include company logos, website URLs, and other branding elements in intros and outros. Intros and outros often contain brief musical segments as well as a way to transition into and out of the spoken portion of the video.

8. Add text titles and other features as needed.

9. Create a distributable �ile. Video editors give you a variety of output options at different �ile sizes and screen resolutions, and some let you upload directly to YouTube.

As more and more companies rely on video for internal and external communication, learning some basic video skills will make you a more effective and more valuable communicator. For more on planning and producing business video, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) .

COMMUNICATION CHALLENGES AT GoPro You’ve joined the customer engagement team at GoPro, where your responsibilities include creating training materials to help customers use their GoPro cameras more effectively. Apply what you’ve learned in this chapter and throughout the course to the following challenges.

INDIVIDUAL CHALLENGE: Creating a shot list is an important planning tool, particularly for complicated projects and situations in which you have limited time and opportunities to capture the footage you need. Your task is to create a sample shot list that customers can use to plan their own lists. Identify a part of your college campus or a section of your local area that has six distinct points of interest or special features. Imagine that you will be producing an orientation video, and prepare a shot list that identi�ies six locations where you would like �ilm. For each location, describe the speci�ic shots you would like to get. For example, if you’ve chosen a monument in your town, you might want a wide screen shot to establish the setting and a close-up shot that pans up the monument to show it in detail.

TEAM CHALLENGE: With a team assigned by your instructor, your task is to plan and produce a simple three- to four-minute video that shows viewers how to use some of the more important features of a smartphone. (Choose any phone that someone on a team has.) The purpose of the video is to serve as a sample of GoPro users who want to �ilm production demonstration videos. Three or four minutes isn’t a lot of time, so limit your scope to only a handful of major features. Follow the preproduction, production, and postproduction steps described on pages 245 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec28#page_245) –246 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec28#page_246) , then present your video the class. The emphasis with this progress is on clear and effective communication, not professional-grade production quality, so don’t worry too much about fancy effects or an elaborate set. Instead, focus your efforts on creating a video that communicates your key points well.

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Quick Learning Guide

KEY TERMS area chart Another name for a surface chart bar chart Chart that portrays quantities by the height or length of its rectangular bars bubble diagram Chart that expands the scatter diagram idea to three variables, with the size of the bubble representing the third variable caption Brief commentary or explanation that accompanies a visual data visualization A diverse class of displays that can show enormous sets of data in a single visual or show text and other complex information visually descriptive title Title that simply identi�ies the topic of an illustration �lowchart Process diagram that illustrates a sequence of events from start to �inish Gantt chart The best known type of time line chart infographics Diagrams that contain enough visual and textual information to function as independent, standalone documents informative title Title that highlights the conclusion to be drawn from the data legend A “key” that helps readers decode a visual by explaining what various colors, symbols, or other design choices mean line chart Chart that illustrates trends over time or plots the relationship of two or more variables organization chart Diagram that illustrates the positions, units, or functions of an organization and their relationships pictogram Chart that portrays data as symbols instead of words or numbers pie chart Circular chart that shows how the parts of a whole are distributed scatter diagram Chart that plots discrete data points, with one variable along the x (horizontal) axis and another along the y (vertical) axis surface chart Form of line chart with a cumulative effect; all the lines add up to the top line, which represents the total table A systematic arrangement of data in columns and rows time line chart Chart that shows how much time is needed to complete each task in a project title Identi�ies the content and purpose of a visual visual literacy The ability to create effective images and to correctly interpret such images visual symbolism The connotative (as opposed to the denotative, or literal) meaning of visuals XY diagram Another name for a scatter diagram

SUMMARY OF LEARNING OBJECTIVES 1 Explain the power of business images, discuss six principles of graphic design that help ensure effective visuals, and explain how to avoid ethical lapses when using visuals. Well-designed visual elements can enhance the communication power of textual messages and, in some instances, even replace textual messages. Visuals can often convey some message points (such as spatial relationships, correlations, procedures, and emotions) more effectively and more ef�iciently than words. In the numbers-oriented world of work, readers rely heavily on trend lines, distribution curves, and other visual presentations of numeric quantities. Visuals attract and hold people’s attention, helping your audience understand and remember your message. Visuals are also an effective way to communicate with diverse audiences.

When preparing visuals, (1) use elements of design consistently so you don’t confuse your audience; (2) use color and other elements to show contrast effectively; (3) strive for a visual balance, either formal or informal, that creates a feel that is appropriate for your overall message; (4) use design choices to draw attention to key elements and to visually downplay less important items; (5) understand and follow design conventions that your audience expects (even if the expectation is subconscious), although you can consider unconventional design choices if they promise to convey your message more effectively; and (6) strive for simplicity in all your visuals, making design decisions that enhance the reception and understanding of information rather than obscure or confuse it.

Communicators are responsible for avoiding both intentional and unintentional ethical lapses when using visual elements. They can work to avoid these lapses by (1) considering all possible interpretations—and misinterpretations—of their messages and avoiding design choices that could lead to unwanted interpretations; (2) providing suf�icient context, whether visual or verbal, for audiences to understand the meaning and signi�icance of visuals; (3) not hiding or minimizing negative information that runs counter to their arguments; (4) not exaggerating information that supports their arguments; (5) not oversimplifying complex situations by hiding complications that are relevant to the audience’s understanding; (6) not implying cause-and-effect relationships without providing proof that they exist; (7) avoiding emotional manipulation or other forms of coercion; and (8) being careful with the way they aggregate data.

2 Explain how to choose which points in your message to illustrate. To decide which points to illustrate, �irst step back and consider the overall �low of your message from the audience’s point of view. Identify elements of the message that might be complex, vulnerable to misinterpretation, or even dull. Look for connections between ideas that should be highlighted or extensive collections of data and other discrete factual content that might be dif�icult to read in textual format.

3 Describe the most common options for presenting data in a visual format. The visuals most commonly used to present data include tables, line and surface charts, bar charts, pictograms, Gantt charts, scatter and bubble diagrams, and pie charts. You will probably use line, bar, and pie charts most often in your business communication efforts. Moving beyond basic display formats, designers continue to invent new data visualization tools to present large or complex sets of data.

4 Describe the most common options for presenting information, concepts, and ideas. Among the most commonly used visual formats in business communication are �lowcharts (which depict a sequence of events in a process), organization charts (which show the relationships among people or elements in an organization), various types of maps (including data-driven map displays made possible by geographic information systems), drawings (which are often used instead of photographs because they can focus attention on speci�ic parts of an object), diagrams (used to convey designs, interrelated ideas, and other complex entities), photographs (used when realism or emotional impact is important), and infographics (hybrid elements that contain enough textual and visual information to function as standalone documents).

5

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5 Explain how to integrate visuals with text, and list three criteria to review in order to verify the quality of your visuals. To integrate visuals with text, strive for a balance between text and visuals; refer to visuals clearly; place visuals to maximize the smooth �low of reading; and write helpful titles, captions, and legends. To verify the quality of your visuals, make sure every visual is accurate (there are no mistakes or missing information), properly documented (the creator of any underlying data used in the visual has been given complete credit), and honest (the visual honestly reveals the real meaning of the underlying data or information).

6 Identify the most important considerations in the preproduction, production, and postproduction stages of producing basic business videos. The key tasks in the preproduction stage are verifying your purpose and scope, thinking about the composition of the scenes you want to �ilm, deciding where you’ll place your camera or cameras, planning lighting, making arrangements for sound recording, writing a shot list or full script as appropriate, and identifying B-roll material that will enhance the �inal video.

During the production stage, be sure to frame each shot carefully, keep the camera still while �ilming unless the situation demands that you move it, take B-roll footage, and remember not to use the special effects in your camera so that you can export clean footage.

The postproduction stage generally consists of nine steps: (1) transfer your video footage to your computer and load it into the editing software; (2) evaluate your material, identifying the shots you want to keep and those you can delete; (3) move sections of video around as needed; (4) weave in B-roll images and clips; (5) add transitions between video segments, if desired; (6) synchronize the main audio track with the video and record narration as needed; (7) add an intro and an outro; (8) add text titles and other features as needed; and (9) create a distributable �ile.

MyBCommLab

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Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

9-1. Why is simplicity important in business visuals? [LO-1] 9-2. What type of data visual would you use to illustrate trends over time? [LO-3] 9-3. When would you use a bubble diagram instead of a scatter diagram? [LO-3] 9-4. For what purposes are Gantt charts used? [LO-3] 9-5. What is the purpose of adding titles, captions, and legends to visuals in reports? [LO-5]

9-6. How do you check a visual for quality? [LO-5] 9-7. Why do experts recommend against using the built-in microphones in video cameras? [LO-6] 9-8. How does B-roll footage help enhance the appeal of business videos? [LO-6]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

9-9. What similarities do you see between visuals and nonverbal communication? Explain your answer. [LO-1] 9-10. After studying the designs of corporate websites, Penn State University professor S. Shyam Sundar discovered quite an interesting phenomenon: The

more interactive and engaging a website is, the more likely visitors are to “buy into whatever is being advocated” on the site. In other words, if two websites have identical content, the site with greater interactivity and more “bells and whistles” would be more persuasive.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9note33) Is it ethical to increase the persuasive power of a website simply by making it more interactive? Why or why not? [LO-1]

9-11. You’re writing a report for the director of human resources on implementing team-based management throughout your company. You want to emphasize that since the new approaches were implemented six months ago, absenteeism and turnover have been sharply reduced in all but two departments. How do you visually present your data in the most favorable light while maintaining honest communication? Explain. [LO-1]

9-12. In addition to telling readers why an illustration is important, why else should you refer to it in the text of your document? [LO-5]

9-13. Imagine that you are going to �ilm your instructor’s next lecture, and you have the luxury of using three cameras. Where would you position them and why? (If you are taking an online course with no classroom, describe a generic classroom setting.)

Practice Your Skills Messages for Analysis

9-14. Message 9.A: Presenting Data (Bar Charts) [LO-1], [LO-3] Examine the bar chart in Figure 9.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9�ig15) and point out any problems or errors you notice.

9-15. Message 9.B: Presenting Data (Line Charts) [LO-1], [LO-3] Examine the line chart in Figure 9.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec32#ch9�ig16) and point out any problems or errors you notice.

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Figure 9.15 Bar Chart for Analysis

Figure 9.16 Line Chart for Analysis

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Exercises

9-16. Applying Visual Design Principles [LO-1] From online sources, �ind three visual presentations of data, information, or concepts. Which of the three presents its data or information most clearly? What design choices promote this level of clarity? What improvements would you make to the other visuals to make them clearer?

9-17. Communication Ethics [LO-1] Using a spreadsheet, create a bar chart or line chart, using data you �ind online or in a business publication. Alter the horizontal and vertical scales in several ways to produce different displays of the original data. How do the alterations distort the information? How might a reader detect whether a chart’s scale has been altered?

9-18. Presenting Data (Bar and Pie Charts) [LO-3] As a market researcher for a statewide chain of car dealerships, you’re examining car and truck ownership and lease patterns among single drivers in various age groups. By discovering which age groups have the highest percentages of owners, you will be better able to target advertising that promotes the leasing option. Using the information that follows, prepare a bar chart comparing the number of owners with the number of people who lease in each age category. Be sure to label your chart and include combined totals for owners and lessees (“total drivers”). Then prepare a pie chart showing the proportion of owners and lessees in the one age group you think holds the most promise for leasing a new vehicle. Write a sentence that prepares your company’s management for the information shown in the pie chart.

Age GroupNumber of Owners (in Thousands)Number of Lessees (in Thousands)

18–24 1,830 795

25–29 1,812 1,483

30–34 1,683 1,413

35–44 1,303 1,932

45–54 1,211 1,894

55–64 1,784 1,435

65–74 3,200 1,142

75+ 3,431 854 9-19. Presenting Data (Bar Charts) [LO-3] Team up with a classmate to design charts based on a comparison of the total tax burden of the U.S. taxpayer with

that of people in other nations (see the data following this paragraph). One teammate should sketch a horizontal or vertical bar chart, and the other should sketch a pictogram from the estimates that follow. Then exchange charts and analyze how well each conveys the situation of the U.S. taxpayer. Would the bar chart look best with vertical or horizontal bars? Why? What scale is best? How does the symbol used in the pictogram enhance or obscure the meaning or impact of the data? What suggestions can each student make for improving the other’s visual aid?

Estimates show that Swedish taxpayers spend 51 percent of their incomes on taxes, British taxpayers spend 48 percent, French taxpayers spend 37 percent, Japanese taxpayers spend 28 percent, and U.S. taxpayers spend 27 percent.

9-20. Presenting Data (Line Charts) [LO-3] Here are last year’s sales �igures for the appliance and electronics megastore where you work. Construct a line chart that will help you explain to the store’s general manager seasonal variations in each department.

STORE SALES (IN $ THOUSANDS)

Month Home ElectronicsComputersAppliances

January $68 $39 $36

February 72 34 34

March 75 41 30

April 54 41 28

May 56 42 44

June 49 33 48

July 54 31 43

August 66 58 39

September 62 58 36

October 66 44 33

November 83 48 29

December 91 62 24

9-21. Presenting Data (Line Charts) [LO-3] Using rough approximations of the data, re-create the line chart in Figure 9.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#ch9�ig5) on page 231 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch9lev1sec7#page_231) as a bar chart (estimate the numerical values). Which of these two formats does the better job of conveying the information?

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9-22. Presenting Data (Data Visualization) [LO-3] Explore several of the data visualization tools available through the Bovée & Thill Data Visualization and Infographics Gateway. (Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Learn More.) Select one that has the potential to help business managers make decisions. Write a post for your class blog, explaining how this tool could assist with decision making. Be sure to include a link to the site where you found it.

9-23. Presenting Information, Concepts, and Ideas (Photographs) [LO-4] As directed by your instructor, team up with other students, making sure that at least one of you has a digital camera or camera phone capable of downloading images to your word-processing software. Find a busy location on campus or in the surrounding neighborhood, someplace with lots of signs, storefronts, pedestrians, and traf�ic. Scout out two different photo opportunities, one that maximizes the visual impression of crowding and clutter, and one that minimizes this impression. For the �irst, assume that you are someone who advocates reducing the crowding and clutter, so you want to show how bad it is. For the second, assume you are a real estate agent or someone else who is motivated to show people that even though the location offers lots of shopping, entertainment, and other attractions, it’s actually a rather calm and quiet neighborhood. Insert the two images in a word-processing document and write a caption for each that emphasizes the two opposite messages just described. Finally, write a brief paragraph, discussing the ethical implications of what you’ve just done. Have you distorted reality or just presented it in ways that work to your advantage? Have you prevented audiences from gaining the information they would need to make informed decisions?

9-24. Presenting Information, Concepts, and Ideas (Maps) [LO-4] You work for C & S Holdings, a company that operates coin-activated, self-service car washes. Research shows that the farther customers live from a car wash, the less likely they are to visit. You know that 50 percent of customers at each of your car washes live within a 4-mile radius of the location, 65 percent live within 6 miles, 80 percent live within 8 miles, and 90 percent live within 10 miles. C & S’s owner wants to open two new car washes in your city and has asked you to prepare a report, recommending locations. Using a map of your city, choose two possible locations for car washes and create a visual depicting the customer base surrounding each location.

9-25. Presenting Information, Concepts, and Ideas (Organization Charts) [LO-4] Create an organization chart for your college or university. Start with the school’s website to learn the various of�ices and departments.

9-26. Selecting the Right Type of Visual [LO-3], [LO-4] With a team of two or three other students, brainstorm and then sketch at least three types of charts you can use to compare the populations of all 50 states in the United States. You can use any of the graphic ideas presented in this chapter, as well as any ideas or examples you �ind from other sources.

9-27. Planning Business Videos; Mobile Skills [LO-6] Assume you are producing a video interview of your college or university’s president. The purpose of the video is the encourage high school students to consider applying to your school. The interview will take place in the president’s of�ice, but you want to add some B-roll footage to make the video more visually appealing. Identify six scenes around campus that you could �ilm for this purpose. Next, using a digital camera or the video capability in a phone, �ilm these six scenes and share the B-roll footage with your class. Be sure to frame them in a way that they will be adequately viewable on mobile screens. As an option, add voiceover narration, titles, and other enhancements.

Expand Your Skills Critique the Professionals

Find a business video on YouTube or another online source. This can be a product demonstration, a tutorial, a company pro�ile, or most any other type of video other than an overt promotional video such as a TV commercial. Analyze its effectiveness in terms of lighting, sound, narration, camera placement, and the use of B-roll elements. How would you assess its overall effectiveness as a business message? Summarize your conclusions in a post on your class blog or an email to your instructor. Be sure to include a link to the video.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on creating effective visuals for documents and presentations. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

9-28. Why might you use a simpli�ied line drawing instead of a full-color digital photograph in a particular application? [LO-4]

9-29. In what important ways do infographics differ from other business visuals? [LO-4]

Endnotes 1. GoPro website, accessed 26 April 2014, www.gopro.com (http://www.gopro.com) ; Garett Sloan, “The 10 Best Brand Channels on YouTube,” Adweek, 2 April 2014, www.adweek.com (http://www.adweek.com) ; Christopher Ratcliff, “A Look Inside GoPro’s Dazzling YouTube Strategy,” Econsultancy website, 20 February 2014, http://econsultancy.com (http://econsultancy.com) ; GoPro channel on YouTube, accessed 26 April 2014, www.youtube.com/user/GoProCamera (http://www.youtube.com/user/GoProCamera) ; “YouTube Brand Channel Leaderboard January–March 2014,” Google Think Insights, 31 March 2014, www.thinkwithgoogle.com (http://www.thinkwithgoogle.com) ; Saya Weissman, “GoPro Might Have the Best Brand Content Around,” Digiday, 6 February 2014, http://digiday.com (http://digiday.com) ; Shorty Industry Awards website, accessed 26 April 2014, http://industry.shortyawards.com (http://industry.shortyawards.com) ; Anderson Cooper, “GoPro’s Video Revolution,” 60 Minutes, 10 November 2013, www.cbsnews.com (http://www.cbsnews.com) .

2.Alexis Gerard and Bob Goldstein, Going Visual (Hoboken, N.J.: Wiley, 2005), 18.

3. Charles Kostelnick and Michael Hassett, Shaping Information: The Rhetoric of Visual Conventions (Carbondale, Ill.: Southern Illinois University Press, 2003), 177.

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4. Gerard and Goldstein, Going Visual, 25–27.

5. “Fact Sheet Overview,” 2003 National Assessment of Adult Literacy, National Institute for Literacy, accessed 22 November 2006, www.ni�l.gov (http://www.ni�l.gov) .

6. Gerard and Goldstein, Going Visual, 103–106.

7. Edward R. Tufte, Visual Explanations: Images and Quantities, Evidence and Narrative (Cheshire, Conn.: Graphics Press, 1997), 82.

8. Joshua David McClurg-Genevese, “The Principles of Design,” Digital Web Magazine, 13 June 2005, www.digital-web.com (http://www.digital-web.com) .

9. Kostelnick and Hassett, Shaping Information: The Rhetoric of Visual Conventions, 17.

10. Kostelnick and Hassett, Shaping Information: The Rhetoric of Visual Conventions, 216.

11. Edward R. Tufte, The Visual Display of Quantitative Information (Cheshire, Conn.: Graphic Press, 1983), 113.

12. Based in part on Tufte, Visual Explanations: Images and Quantities, Evidence and Narrative, 29–37, 53; Paul Martin Lester, Visual Communication: Images with Messages, 4th ed. (Belmont, Calif.: Thomson Wadsworth, 2006), 95–105, 194–196.

13. Data from Hoover’s Online, accessed 3 December 2008, www.hoovers.com (http://www.hoovers.com) .

14. Robert L. Harris, Information Graphics: A Comprehensive Illustrated Reference (New York: Oxford University Press, 1999), 14.

15. Stephen Few, “Save the Pies for Dessert,” Visual Business Intelligence Newsletter, August 2007, www.perceptualedge.com (http://www.perceptualedge.com) .

16. Maria Popova, “Data Visualization: Stories for the Information Age,” BusinessWeek, 12 August 2009, www.businessweek.com (http://www.businessweek.com) .

17. “Big Data: What It Is and Why It Matters,” SAS website, accessed 25 April 2014, www.sas.com (http://www.sas.com) .

18. “Data Visualization: Modern Approaches,” Smashing Magazine website, 2 August 2007, www.smashingmagazine.com (http://www.smashingmagazine.com) ; “7 Things You Should Know About Data Visualization,” Educause Learning Initiative, accessed 15 March 2008, www.educause.edu (http://www.educause.edu) ; TagCrowd website, accessed 15 March 2008, www.tagcrowd.com (http://www.tagcrowd.com) .

19. “Making Data Visualization Work: 4 Tips to Read Before You Start,” Roambi blog, 13 August 2013, ww.roambi.com (http://ww.roambi.com) .

20. Steve Stockman, How to Shoot Video That Doesn’t Suck (New York: Workman Publishing, 2011), Kindle edition.

21. Jefferson Graham, Video Nation: A DIY Guide to Planning, Shooting, and Sharing Great Video from USA Today’s Talking Tech Host (Berkeley, Calif.: Peachpit Press, 2013), Kindle edition.

22. Graham, Video Nation.

23. Graham, Video Nation.

24. Graham, Video Nation.

25. Stockman, How to Shoot Video That Doesn’t Suck.

26. Stockman, How to Shoot Video That Doesn’t Suck.

27. Graham, Video Nation.

28. Graham, Video Nation.

29. Graham, Video Nation.

30. Stockman, How to Shoot Video That Doesn’t Suck.

31. Stockman, How to Shoot Video That Doesn’t Suck.

32. Based in part on Stockman, How to Shoot Video That Doesn’t Suck; Graham, Video Nation.

33. “Interactive Web Sites Draw Minds, Shape Public Perception,” Science Daily, 27 May 2008, www.sciencedaily.com (http://www.sciencedaily.com) .

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PART 4 Brief Messages

CHAPTER 10 Writing Routine and Positive Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10#ch10)

CHAPTER 11 Writing Negative Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) CHAPTER 12 Writing Persuasive Messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12)

Most of your communication on the job will be through brief messages, from Twitter updates and blog posts to formal letters that might run to several pages. Learning how to write these messages quickly and effectively is key to maintaining productive working relationships with colleagues and customers. In these chapters, you’ll �ind speci�ic techniques for crafting routine, positive, negative, and persuasive messages—techniques that will help you in everything from getting a raise to calming an angry customer to promoting your next great idea.

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Get Satisfaction is using social media to help companies that are overwhelmed by support requests and customers who are frustrated by poor service.

10 Writing Routine and Positive Messages

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Outline an effective strategy for writing routine business requests 2 Describe three common types of routine requests 3 Outline an effective strategy for writing routine replies and positive messages 4 Describe six common types of routine replies and positive messages

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COMMUNICATION CLOSE-UP AT Get Satisfaction For about as long as online communication has been possible, frustrated customers have been going online to complain about faulty products, confusing instructions, and poor service. When social media tools appeared, giving even nontechnical consumers a ready voice, the stream of “I need help!” messages turned into a full-time �lood. On product review and shopping websites, enthusiast blogs, and various “complaint sites,” consumers can vent their frustrations and ask for help when they feel they aren’t getting satisfaction from the companies they do business with.

These various websites can occasionally provide answers, but they suffer from four fundamental drawbacks. First, they are randomly scattered all over the Web, so many consumers are never quite sure where to look for help. Second, the right experts from the right companies often aren’t involved, meaning that customers often have to rely on each other—which sometimes works but sometimes doesn’t. Third, even companies that make a valiant effort to keep their customers satis�ied know that everyone can bene�it if customers can share ideas, learn from one another, and participate in ongoing conversation. Fourth, companies often �ind that multiple customers have the same routine questions, but communicating with every customer individually can be time-consuming and expensive.

The San Francisco-based company Get Satisfaction is working to address all these issues with social networking technologies designed speci�ically for community-based customer support. Consumers can post questions or complaints and request noti�ication whenever a response is posted. If someone else has already posted the same complaint, all a visitor need do is ask to be noti�ied when the issue is resolved, saving time for the people asking and answering questions. Consumers can also suggest ideas for new products and services or improvements to existing offerings.

On the other side of the relationship, employees from companies that sell products and services can register as of�icial representatives to answer questions, solve problems, and solicit feedback. As both knowledgeable consumers and company representatives provide answers and solutions, the responses voted most useful rise to the top, ensuring that visitors always get the most helpful information available. Companies that use Get Satisfaction’s services can deploy customer service capabilities in a variety of ways—including via Facebook, Twitter, and their own company blogs—to try to capture as many customer service conversations as possible.

The idea certainly seems to be catching on, with 70,000 companies now using Get Satisfaction’s “social help-desk” approach to help millions of customers get satisfaction from the products and services they buy.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note1)

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1 LEARNING OBJECTIVE Outline an effective strategy for writing routine business requests.

10.1 Strategy for Routine Requests Get Satisfaction (pro�iled in the chapter-opening Communication Close-Up) knows that much of the vital communication between a company and its customers is about routine matters, from product operation hints and technical support to refunds and order glitches. These messages fall into two groups: routine requests, in which you ask for information or action from another party, and a variety of routine and positive messages. Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) covers messages in which you convey negative information, and Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) addresses persuasive messages.

Making requests is a routine part of business. In most cases, your audience will be prepared to comply—as long as you’re not being unreasonable or asking people to do something they would expect you to do yourself. By applying a clear strategy and tailoring your approach to each situation, you’ll be able to generate effective requests quickly.

Like all other business messages, a routine request has three parts: an opening, a body, and a close. Using the direct approach, open with your main idea, which is a clear statement of your request. Use the body to give details and justify your request. Finally, close by requesting speci�ic action.

For routine requests and positive messages:

State the request or main idea.

Give necessary details.

Close with a cordial request for speci�ic action.

STATING YOUR REQUEST UP FRONT With routine requests, you can make your request at the beginning of the message. Of course, getting right to the point should not be interpreted as license to be abrupt or tactless:

Pay attention to tone. Instead of demanding action (“Send me the latest version of the budget spreadsheet”), show respect by using words such as please and I would appreciate.

Assume that your audience will comply. Because the request is routine, you can generally assume that your readers will comply when they clearly understand the reason for your request.

Be speci�ic. State precisely what you want. For example, if you request the latest market data from your research department, be sure to say whether you want a 1-page summary or 100 pages of raw data.

Take care that your direct approach doesn’t come across as abrupt or tactless.

EXPLAINING AND JUSTIFYING YOUR REQUEST

If you have multiple requests or questions, start with the most important one.

Use the body of your message to explain your request, as needed. Make the explanation a smooth and logical outgrowth of your opening remarks. If complying with the request could bene�it the reader, be sure to mention that. If you have multiple requests or questions, ask the most important questions �irst and deal with only one topic per question. If you have an unusual or complex request, break it down into speci�ic, individual questions so that the reader can address each one separately. This consideration not only shows respect for your audience’s time but also gets you a more accurate answer in less time.

CHECKLIST ✓ Writing Routine Requests A. State your request up front.

Write in a polite, undemanding, personal tone.

Use the direct approach because your audience will probably respond favorably to your request.

Be speci�ic and precise in your request.

B. Explain and justify your request.

Justify the request or explain its importance.

Explain any potential bene�its of responding.

Ask the most important questions �irst.

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Break complex requests into individual questions that are limited to only one topic each.

C. Request speci�ic action in a courteous close.

Make it easy to comply by including appropriate contact information.

Express your gratitude.

Clearly state any important deadlines for the request.

REQUESTING SPECIFIC ACTION IN A COURTEOUS CLOSE Close your message with three important elements: (1) a speci�ic request that includes any relevant deadlines, (2) information about how you can be reached (if it isn’t obvious), and (3) an expression of appreciation or goodwill. When you ask readers to perform a speci�ic action, ask for a response by a speci�ic date or time, if appropriate (for example, “Please send the �igures by May 5 so that I can return �irst-quarter results to you before the May 20 conference.”). Conclude your message with a sincere thanks. However, don’t thank the reader “in advance” for cooperating; many people �ind that presumptuous. If the reader’s reply warrants a word of thanks, send it after you’ve received the reply. To review, see “Checklist: Writing Routine Requests.”

Close request messages with:

A request for some speci�ic action

Information about how you can be reached

An expression of appreciation

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2 LEARNING OBJECTIVE Describe three common types of routine requests.

10.2 Common Examples of Routine Requests The most common types of routine messages are asking for information or action, asking for recommendations, and making claims and requesting adjustments.

ASKING FOR INFORMATION AND ACTION Most simple requests can be handled with three message points:

What you want to know or what you want your readers to do

Why you’re making the request (not required in all cases)

Why it may be in your readers’ interest to help you (not applicable in all cases)

For simple requests, using the direct approach gets the job done with a minimum of fuss. In more complex situations, you may need to provide more extensive reasons and justi�ication for your request. If applicable, point out any bene�its to the reader of complying with your request. Naturally, be sure to adapt your request to your audience and the situation (see Figure 10.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec5#ch10�ig1) on the next page).

Routine requests can be handled with simple, straightforward messages, but more complicated requests can require additional justi�ication and explanation.

ASKING FOR RECOMMENDATIONS The need to inquire about people arises often in business. For example, before extending credit or awarding contracts, jobs, promotions, or scholarships, companies often ask applicants to supply references. Companies ask applicants to list people who can vouch for their ability, skills, integrity, character, and �itness for the job. Before you volunteer someone’s name as a reference, ask permission. Some people don’t want you to use their names, perhaps because they don’t know enough about you to feel comfortable writing a letter or because they or their employers have a policy of not providing recommendations.

Always ask for permission before using someone as a reference.

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Asking for recommendations on LinkedIn

Follow LinkedIn’s advice for requesting a recommendation. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Requests for recommendations and references are routine, so you can organize your inquiry using the direct approach. Open your message by clearly stating why the recommendation is required (if it’s not for a job, be sure to explain its purpose) and that you would like your reader to write the letter. If you haven’t had contact with the person for some time, use the opening to trigger the reader’s memory of the relationship you had, the dates of association, and any special events or accomplishments that might bring a clear and favorable picture of you to mind.

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Figure 10.1 Routine Message Requesting Action

In this email request to district managers across the country, Helene Clausen asks them to �ill out an attached information collection form. Although the request is not unusual and responding to it is part of the managers’ responsibility, Clausen asks for their help in a courteous manner and points out the bene�its of responding.

Source: Microsoft Corporation

Close your message with an expression of appreciation and the full name and address of the person to whom the letter should be sent. When asking for an immediate recommendation, you should also mention the deadline. Always be sure to enclose a stamped, pread-dressed envelope as a convenience to the other party. Figure 10.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec9#ch10�ig2) on the next page provides an example of a request that follows these guidelines.

Refresh the memory of any potential reference you haven’t been in touch with for a while.

MAKING CLAIMS AND REQUESTING ADJUSTMENTS If you’re dissatis�ied with a company’s product or service, you can opt to make a claim (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10term2) (a formal complaint) or request an adjustment (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10term1) (a settlement of a claim). In either case, it’s important to maintain a professional tone in all your communication, no matter how angry or frustrated you are. Keeping your cool will help you get the situation resolved sooner.

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When writing a claim or requesting an adjustment:

Explain the problem and give details.

Provide backup information.

Request speci�ic action.

Be prepared to document any claims you make with a company. Send copies and keep the original documents.

Open with a clear and calm statement of the problem along with your request. In the body, give a complete, speci�ic explanation of the details. Provide any information the recipient needs to verify your complaint. In your close, politely request speci�ic action or convey a sincere desire to �ind a solution. And, if appropriate, suggest that the business relationship will continue if the problem is solved satisfactorily. Be prepared to back up your claim with invoices, sales receipts, canceled checks, dated correspondence, and any other relevant documents. Send copies and keep the originals for your �iles.

If the remedy is obvious, tell your reader exactly what you expect to be done, such as exchanging incorrectly shipped merchandise for the right item or issuing a refund if the item is out of stock. However, if you’re uncertain about the precise nature of the trouble, you could ask the company to assess the situation and then advise you on how the situation could be �ixed. Supply your full contact information so that the company can discuss the situation with you, if necessary. Compare the ineffective and effective versions in Figure 10.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec9#ch10�ig3) on page 261 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec9#page_261) for an example of making a claim. To review the tasks involved in making claims and requesting adjustments, see “Checklist: Making Claims and Requesting Adjustments.”

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3 LEARNING OBJECTIVE Outline an effective strategy for writing routine replies and positive messages.

10.3 Strategy for Routine and Positive Messages Just as you’ll make numerous requests for information and action throughout your career, you’ll also respond to similar requests from other people. When you are responding positively to a request, sending routine announcements, or sending a positive or goodwill message, you have several goals: to communicate the information or the good news, answer all questions, provide all required details, and leave your reader with a good impression of you and your �irm.

Readers receiving routine replies and positive messages will generally be interested in what you have to say, so use the direct approach. Place your main idea (the positive reply or the good news) in the opening. Use the body to explain all the relevant details, and close cordially, perhaps highlighting a bene�it to your reader.

Use a direct approach for routine replies and positive messages.

CHECKLIST ✓ Making Claims and Requesting Adjustments

Maintain a professional tone, even if you’re extremely frustrated.

Open with a straightforward statement of the problem.

Provide speci�ic details in the body.

Present facts honestly and clearly.

Politely summarize the desired action in the closing.

Clearly state what you expect as a fair settlement or ask the reader to propose a fair adjustment.

Explain the bene�its of complying with the request, such as your continued patronage.

Figure 10.2 Effective Request for a Recommendation

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This writer uses a direct approach when asking for a recommendation from a former professor. Note how she takes care to refresh the professor’s memory because she took the class a year and a half ago. She also indicates the date by which the letter is needed and points to the enclosure of a stamped, preaddressed envelope.

Figure 10.3 Ineffective and Effective Versions of a Claim

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Note the difference in both tone and information content in these two versions. The poor version is emotional and unprofessional, whereas the improved version communicates calmly and clearly.

ETHICS DETECTIVE

Solving the Case of the Imaginary Good News

To deal with a growing problem of employee turnover, your company recently hired a research �irm to survey employees to �ind out why more of them have been leaving than in past years. You and a colleague were assigned to work with the consultants and present their �indings to upper management. Neither one of you welcomed the assignment because you suspect you’ll have to present information that is critical of the management team.

As you feared, the researchers deliver a mixture of news that is mostly negative:

Seventy-eight percent of employees believe management cares more about pro�its than people.

Fifty-�ive percent aren’t sure what’s expected of them anymore.

Forty percent believe wages at the company have not kept up with the industry average.

Thirty-eight percent think management has done a good job of responding to competitive advances.

Fifty-two percent expect to �inish their careers at the company.

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Eighty percent believe the economy is too slow to support a productive job search.

While you’re poring over the report, trying to �igure out how you’ll present the information tomorrow, an instant message from the CEO pops up on your partner’s computer, asking for a quick summary of the results. Your partner types the following and then asks you to review it before she sends it:

As you’d expect in a no-holds-barred investigation like this, the researchers did uncover some areas for improvements. The good news: Only 20 percent of the workforce is even considering other options, and we could reasonably expect that only a fraction of that group will leave any time soon.

ANALYSIS

You read your partner’s summary twice, but something doesn’t feel quite right. Does it present an accurate summary of the research? Why or why not? What’s likely to happen when you present the complete research results to the CEO after �irst sending this IM?

STARTING WITH THE MAIN IDEA

With the direct approach, open with a clear and concise expression of the main idea or good news.

By opening routine and positive messages with the main idea or good news, you’re preparing your audience for the details that follow. Make your opening clear and concise. Although the following introductory statements make the same point, one is cluttered with unnecessary information that buries the purpose, whereas the other is brief and to the point:

Instead of This Write This

I am pleased to inform you that after careful consideration of a diverse and talented pool of applicants, each of whom did a thorough job of analyzing Trask Horton Pharmaceuticals’s training needs, we have selected your bid.

Trask Horton Pharmaceuticals has accepted your bid to provide public speaking and presentation training to the sales staff.

The best way to write a clear opening is to have a clear idea of what you want to say. Ask yourself, “What is the single most important message I have for the audience?”

PROVIDING NECESSARY DETAILS AND EXPLANATION Use the body to explain your point completely so that your audience won’t be confused or doubtful about your meaning. As you provide the details, maintain the supportive tone established in the opening. This tone is easy to continue when your message is entirely positive, as in this example:

Your educational background and internship have impressed us, and we believe you would be a valuable addition to Green Valley Properties. As discussed during your interview, your salary will be $4,300 per month, plus bene�its. Please plan to meet with our bene�its manager, Paula Sanchez, at 8 a.m. on Monday, March 21. She will assist you with all the paperwork necessary to tailor our bene�it package to your family situation. She will also arrange various orientation activities to help you acclimate to our company.

However, if your routine message is mixed and must convey mildly disappointing information, put the negative portion of your message into as favorable a context as possible:

Try to embed any negative information in a positive context.

Instead of This Write This

No, we no longer carry the Sportsgirl line of sweaters.

The new Olympic line has replaced the Sportsgirl sweaters that you asked about. Olympic features a wider range of colors and sizes and more contemporary styling.

In this example, the more complete description is less negative and emphasizes how the recipient can bene�it from the change. Be careful, though: You can use negative information in this type of message only if you’re reasonably sure the audience will respond positively. Otherwise, use the indirect approach (discussed in Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) ).

MOBILE APPS

If your email service doesn’t allow huge �ile attachments, Hightail lets you post the �ile on its servers and send your recipients a link instead.

If you are communicating with a customer, you might also want to use the body of your message to assure the person of the wisdom of his or her purchase selection (without being condescending or self-congratulatory). Using such favorable comments, often known as resale, is a good way to build customer relationships. These comments are commonly included in acknowledgments of orders and other routine announcements to customers, and they are most effective when they are short and speci�ic:

The KitchenAid mixer you ordered is our best-selling model. It should meet your cooking needs for many years.

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ENDING WITH A COURTEOUS CLOSE The close of routine replies and positive messages is usually short and simple because you’re leaving things on a neutral or positive note and not usually asking for the reader to do anything. Often, a simple thank you is all you need. However, if follow-up action is required or expected, use the close to identify who will do what and when that action will take place. For a quick reminder of the steps involved in writing routine replies and positive messages, see “Checklist: Writing Routine Replies and Positive Messages.”

In the close, make sure audience members understand what to do next and how that action will bene�it them (if applicable).

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4 LEARNING OBJECTIVE Describe six common types of routine replies and positive messages.

10.4 Common Examples of Routine and Positive Messages Most routine and positive messages fall into six main categories: answers to requests for information and action, grants of claims and requests for adjustment, recommendations, routine information, good-news announcements, and goodwill messages.

ANSWERING REQUESTS FOR INFORMATION AND ACTION

CHECKLIST ✓ Writing Routine Replies and Positive Messages A. Start with the main idea.

Be clear and concise.

Identify the single most important message before you start writing.

B. Provide necessary details and explanation.

Explain your point completely to eliminate any confusion or lingering doubts.

Maintain a supportive tone throughout.

Embed negative statements in positive contexts, or balance them with positive alternatives.

Talk favorably about the choices the customer has made.

C. End with a courteous close.

Let your readers know you have their personal well-being in mind.

If further action is required, tell readers how to proceed, and encourage them to act promptly.

Every professional answers requests for information and action from time to time. If the response is a simple yes or some other straightforward information, the direct approach is appropriate. A prompt, gracious, and thorough response will positively in�luence how people think about you and the organization you represent.

When you’re answering requests and a potential sale is involved, you have three main goals: (1) to respond to the inquiry and answer all questions, (2) to leave your reader with a good impression of you and your �irm, and (3) to encourage the future sale.

GRANTING CLAIMS AND REQUESTS FOR ADJUSTMENT Even the best-run companies make mistakes, and each of these events represents a turning point in your relationship with your customer. If you handle the situation well, your customer is likely to be even more loyal than before because you’ve proven that you’re serious about customer satisfaction. However, if a customer believes that you mishandled a complaint, you’ll make the situation even worse. Dissatis�ied customers often take their business elsewhere without notice and tell numerous friends and colleagues about the negative experience. A transaction that might be worth only a few dollars by itself could cost you many times that amount in lost business. In other words, every mistake is an opportunity to improve a relationship.

Responding to mistakes in a courteous, reader-focused way helps repair important business relationships.

Your speci�ic response to a customer complaint depends on your company’s policies for resolving such issues and your assessment of whether the company, the customer, or some third party is at fault. In general, take the following steps:

Acknowledge receipt of the customer’s claim or complaint.

Sympathize with the customer’s inconvenience or frustration.

Take (or assign) personal responsibility for setting matters straight.

Explain precisely how you have resolved, or plan to resolve, the situation.

Take steps to repair the relationship.

Follow up to verify that your response was correct.

In addition to taking these positive steps, maintain a professional demeanor. Don’t blame colleagues by name; don’t make exaggerated, insincere apologies; don’t imply that the customer is at fault; and don’t promise more than you can deliver.

Communication about a claim is a delicate matter when the customer is clearly at fault. If you choose to grant the claim, open with that good news. However, the body needs special attention because you want to discourage similar claims in the future. Close in a courteous manner that expresses your appreciation for the customer’s business (see Figure 10.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec13#ch10�ig4) ).

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To grant a claim when the customer is at fault, try to discourage future mistakes without insulting the customer.

See “Checklist: Granting Claims and Adjustment Requests” to review the tasks involved in these kinds of business messages.

CHECKLIST ✓ Granting Claims and Adjustment Requests A. Responding when your company is at fault.

Be aware of your company’s policies in such cases before you respond.

For serious situations, refer to the company’s crisis management plan.

Start by acknowledging receipt of the claim or complaint.

Take or assign personal responsibility for resolving the situation.

Sympathize with the customer’s frustration.

Explain how you have resolved the situation (or plan to).

Take steps to repair the customer relationship.

Verify your response with the customer, and keep the lines of communication open.

B. Responding when the customer is at fault.

Weigh the cost of complying with or refusing the request.

If you choose to comply, open with the good news.

Use the body of the message to respectfully educate the customer about steps needed to avoid a similar outcome in the future.

Close with an appreciation for the customer’s business.

C. Responding when a third party is at fault.

Evaluate the situation and review your company’s policies before responding.

Avoid placing blame; focus on the solution.

Regardless of who is responsible for resolving the situation, let the customer know what will happen to resolve the problem.

Figure 10.4 Responding to a Claim When the Buyer Is at Fault

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Responding to a claim when the buyer is at fault is a positive gesture, so the content and tone of the message need to re�lect that. After all, there’s no point in fostering a positive relationship through actions but then undermining that through negative communication. Notice how the ineffective version sounds like a crabby parent who gives in to a child’s demand but sends a mixed message by being highly critical anyway. The effective version is much more subtle, letting the customer know how to take care of his skates, without blaming or insulting him.

Source: Microsoft Of�ice 2013, Microsoft Corporation

PROVIDING RECOMMENDATIONS AND REFERENCES People who need endorsements from employers or colleagues (when applying for a job, for example) often request letters of recommendation. These messages used to be a fairly routine matter, but employment recommendations and references have raised some complex legal issues in recent years. Employees have sued employers and individual managers for providing negative information or refusing to provide letters of recommendation, and employers have sued other employers for failing to disclose negative information about job candidates. Before you write a letter of recommendation for a former employee or provide information in response to another employer’s background check, make sure you understand your company’s policies. Your company may refuse to provide anything more than dates of employment and other basic details, for example.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note2)

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Recommendation letters are vulnerable to legal complications, so consult your company’s legal department before writing one.

If you decide to write a letter of recommendation or respond to a request for information about a job candidate, your goal is to convince readers that the person being recommended has the characteristics necessary for the job, assignment, or other objective the person is seeking. A successful recommendation letter contains a number of relevant details (see Figure 10.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec13#ch10�ig5) ):

The candidate’s full name

The position or other objective the candidate is seeking

The nature of your relationship with the candidate

Facts and evidence relevant to the candidate and the opportunity

Figure 10.5 Effective Recommendation Letter

This letter clearly states the nature of the writer’s relationship to the candidate and provides speci�ic examples to support the writer’s endorsements.

A comparison of this candidate’s potential with that of peers, if available (for example, “Ms. Jonasson consistently ranked in the top 10 percent of our national salesforce.”)

Your overall evaluation of the candidate’s suitability for the opportunity

REAL-TIME UPDATES

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Get expert tips on writing (or requesting) a letter of recommendation

Find helpful advice on employment recommendations, academic recommendations, and character references. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Keep in mind that every time you write a recommendation, you’re putting your own reputation on the line. If the person’s shortcomings are so pronounced that you don’t think he or she is a good �it for the job, the only choice is to not write the letter at all. Unless your relationship with the person warrants an explanation, simply suggest that someone else might be in a better position to provide a recommendation.

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SHARING ROUTINE INFORMATION Many messages involve sharing routine information, such as project updates and order status noti�ications. Use the opening of these routine messages to state the purpose and brie�ly mention the nature of the information you are providing. Give the necessary details in the body, and end your message with a courteous close.

Most routine communications are neutral, so you don’t have to take special steps in anticipation of emotional reactions from readers. However, some routine informative messages may require additional care. For instance, policy statements or procedural changes may be good news for a company, perhaps by saving money. However, it may not be obvious to employees that such savings may make additional employee resources available or even lead to pay raises. In instances in which the reader may not initially view the information positively, use the body of the message to highlight the potential bene�its from the reader’s perspective. (For situations in which negative news will have a profound effect on the recipients, consider the indirect techniques discussed in Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) .)

When sharing routine information:

State the purpose at the beginning and brie�ly mention the nature of the information you are providing.

Provide the necessary details.

End with a courteous close.

ANNOUNCING GOOD NEWS To develop and maintain good relationships, smart companies recognize that it’s good business to spread the word about positive developments. Such developments can include opening new facilities, hiring a new executive, introducing new products or services, or sponsoring community events. Because good news is always welcome, use the direct approach.

External good-news announcements are often communicated in a news release (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10term4) , also known as a press release, a specialized document used to share relevant information with the news media. (News releases are also used to announce negative news, such as plant closings.) In most companies, news releases are usually prepared or at least supervised by specially trained writers in the public relations department. The content follows the customary pattern for a positive message: good news followed by details and a positive close. However, traditional news releases have a critical difference: You’re not writing directly to the ultimate audience (such as the readers of a newspaper); you’re trying to interest an editor or a reporter in a story, and that person will then write the material that is eventually read by the larger audience.

A news release or press release is a message (usually routine, but not always) designed to share information with the news media, although many are now written with customers and other stakeholders in mind as well.

Until recently, news releases were crafted in a way to provide information to reporters, who would then write their own articles if the subject matter was interesting to their readers. Thanks to the Internet and social media, however, the nature of the news release is changing. Many companies now view it as a general-purpose tool for communicating directly with customers and other audiences, creating direct-to-consumer news releases.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note3) Many of these are considered social media releases because they include social networking links, “Tweetables” (Twitter-ready statements that can be shared on Twitter at the click of a button), and other sharable content.

The social media release includes share-ready content that is easy to reuse in blog posts, tweets, and other social media formats.

FOSTERING GOODWILL

Goodwill is the positive feeling that encourages people to maintain a business relationship.

All business messages should be written with an eye toward fostering positive relationships with audiences, but some messages are written speci�ically to build goodwill. You can use these messages to enhance your relationships with customers, colleagues, and other business-people by sending friendly, even unexpected, notes with no direct business purpose. Whether you’re thanking an employee for a job well done or congratulating a colleague for a personal or professional achievement, the small effort to send a goodwill message can have a positive and lasting effect on the people around you.

Figure 10.6 Goodwill Messages

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Goodwill messages serve a variety of business functions. In this email message, investor Roger DeCairn congratulates an entrepreneur who had previously sought start-up capital from his �irm but later secured funding from another �irm. The message may ultimately bene�it DeCairn and his company by building goodwill, but it doesn’t serve an immediate business purpose.

Source: Microsoft Outlook 2003, Microsoft Corporation

In addition to creating messages for a speci�ic goodwill reason, you can craft almost any routine message in a way to build goodwill. Two ways to do so are by providing information that your readers might �ind helpful and by maintaining a positive tone throughout your message.

Many routine messages can be adapted to foster goodwill, either by sharing helpful information or providing an element of entertainment.

Sending Congratulations

One prime opportunity for sending goodwill messages is to congratulate individuals or companies for signi�icant business achievements (see Figure 10.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec13#ch10�ig6) ). Other reasons for sending congratulations include highlights in people’s personal lives, such as weddings, births, graduations, and success in nonbusiness competitions. You may congratulate business acquaintances on their own achievements or on the accomplishments of a spouse or child. You may also take note of personal events, even if you don’t know the reader well. If you’re already friendly with the reader, a more personal tone is appropriate.

Taking note of signi�icant events in someone’s personal life helps foster the business relationship.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

Simple rules for writing effective thank-you notes

These tips are easy to adapt to any business or social occasions in which you need to express appreciation. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Sending Messages of Appreciation

An important leadership quality is the ability to recognize the contributions of employees, colleagues, suppliers, and other associates. Your praise does more than just make the person feel good; it encourages further excellence. Moreover, a message of appreciation may become an important part of someone’s personnel �ile. So when you write a message of appreciation, try to speci�ically mention the person or people you want to praise. The brief message that follows expresses gratitude and reveals the happy result:

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Thank you and everyone on your team for the heroic efforts you took to bring our servers back up after last Friday’s �lood. We were able to restore business right on schedule �irst thing Monday morning. You went far beyond the level of contractual service in restoring our data center within 16 hours. I would especially like to highlight the contribution of networking specialist Julienne Marks, who worked for 12 straight hours to reconnect our Internet service. If I can serve as a reference in your future sales activities, please do not hesitate to ask.

Hearing a sincere thank you can do wonders for morale.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note4) Moreover, in today’s electronic media environment, a handwritten thank-you note can be a particularly welcome acknowledgment.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note5)

Offering Condolences

Condolence letters (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10term3) are brief personal messages written to comfort someone after the death of a loved one. You may have occasion to offer condolences to employees or other business associates (when the person has lost a family member) or to the family of an employee or business associate (when that person has died).

MOBILE APPS

Looking for the special touch of a printer letter but have only your phone? Lettr converts your digital message to print and puts it in the mail for you.

These messages can feel intimidating to write, but they don’t need to be. Follow these three principles: short, simple, and sincere. You don’t need to produce a work of literary art; the fact that you are writing sends a message that is as meaningful as anything you can say.

Timing and media choice are important considerations with condolence letters. The sooner your message is received, the more comforting it will be, so don’t delay. And unless circumstances absolutely leave you no choice, do not use electronic media. A brief, handwritten note on quality stationery is the way to go.

The primary purpose of condolence messages is to let the audience know that you and the organization you represent care about the person’s loss.

Open a condolence message with a simple expression of sympathy, such as “I am deeply sorry to hear of your loss” or “I am sorry for your loss.” How you continue from there depends on the circumstances and your relationships with the deceased and the person to whom you are writing. For example, if you are writing to the husband of a colleague who recently died and you have never met him, you might continue with “Having worked with Janice for more than a decade, I know what a kind and caring person she was.” Such a statement accomplishes two goals: explaining why you in particular are writing and letting the recipient know that his loved one was appreciated in the workplace.

Conversely, if you are writing to a colleague who recently lost a loved one, you might continue with “After meeting Warren at last year’s company picnic and hearing your stories about his involvement with your son’s soccer league and the many other ways he contributed to his community, I know what a special person he was.” Sharing brief and positive memories like this adds meaning and depth to your expression of sympathy.

You can conclude with a simple statement such as “My thoughts are with you during this dif�icult time.” If appropriate for the situation and your relationship, you might also include an offer of assistance. “Please call if there is anything I do for you.”

As you decide what to include in the message, keep two points in mind. First, make it a personal expression of sympathy, but don’t make the whole message about you and your sense of loss. You might be grieving as well, but unless you, the deceased, and the reader were all personally close, don’t say things like “I was so devastated to hear the news about Mollie.”

Second, don’t offer “life advice,” and don’t include trite sayings that you may have heard or read. At this point, soon after the loss, the recipient doesn’t want your advice, only your sympathy. Also, don’t bring religion into the discussion unless you have a close personal relationship with the recipient and religion is already a part of your relationship. Otherwise, you risk offending with unwelcome or inappropriate sentiments.

Keep your condolence message focused on the recipient, not on your own emotions, and don’t offer “life advice” or trite sayings.

Condolence letters are the most personal business messages you may ever have to write, so they require the utmost in care and respect for your reader. By keeping the messages simple, short, and sincere, you will be able to achieve the right tone.

To review the tasks involved in writing goodwill messages, see “Checklist: Sending Goodwill Messages.” For the latest information on writing routine and positive messages, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

CHECKLIST ✓ Sending Goodwill Messages

Be sincere and honest.

Don’t exaggerate or use vague, grandiose language; support positive statements with speci�ic evidence.

Use congratulatory messages to build goodwill with clients and colleagues.

Send messages of appreciation to emphasize how much you value the work of others.

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When sending condolence messages, open with a brief statement of sympathy, then adapt your message based on the circumstances and your relationship with the recipient.

COMMUNICATION CHALLENGES AT Get Satisfaction After reading the many helpful responses you, as a representative of your company, posted on the Get Satisfaction website, Rahul Sachdev invited you to join the Get Satisfaction team as a customer service specialist; your job is to communicate with the companies that use Get Satisfaction’s online services. Take what you’ve learned in this chapter and put it to good use as you address the following challenges. (Search for a few companies or product names on the Get Satisfaction website to get a feel for how the system works.)

INDIVIDUAL CHALLENGE: When people are frustrated with a problem and are trying to discuss it via a lean medium such as online postings, emotions can sometimes boil over. You’ve been monitoring a conversation between a representative for one of the companies that uses Get Satisfaction and one of its customers. Over the past couple of days, their online conversation has turned into an ugly argument, with accusations of incompetence and even dishonesty �lying back and forth. Although the situation doesn’t involve Get Satisfaction directly, you think it re�lects poorly on your company—and it certainly isn’t doing anybody any good to let this “�lame war” keep raging. Write a brief post (which you can email to your instructor) that acknowledges the frustration both sides are obviously feeling and offer to act as an intermediary to help get the problem resolved. Make up any information you need in order to complete the message.

TEAM CHALLENGE: Get Satisfaction has just made available an upgrade to its website software in beta release form (a free version of software that companies encourage people to use as a way to see if anything needs to be changed or �ixed before the of�icial product is released). However, the company hasn’t yet announced how much the new upgrade is going to cost when it is of�icially released, so not surprisingly, more than a few interested customers have written questions about the anticipated price. Small-business owners in particular want to know if a less-expensive version (perhaps with fewer features) will be available to small companies. When you asked your boss for help in answering this question, he suggested that you send the following response:

To be as open and transparent about our pricing thinking as possible, I have to be up front: We can’t speak to exact pricing yet because we’re still working on those details. We didn’t want that to hold up release/use/testing of these new features, which is why we’re releasing them on a “try �irst” beta basis right now, with the caveat that pricing will be a factor in the future for those companies who choose to continue using them.

What we can say is that we are *very* committed to two things:

1) Making sure that it’s a pricing structure that does in fact work both for small companies and large ones, and that if there is a tiered structure, that it scales according to a reliable set of �igures/metrics that re�lect those size differences.

2) Always offering a free version that has a minimum level of utility for those companies that can’t for whatever reason pay.

We’re pretty excited about the new tools and the new functionality and want to see them spread as far and as wide as possible, so that’s a signi�icant consideration as we look to our pricing plan as well. But, you know, we’ve got to pay the bills somehow.

Further updates as events warrant.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note6)

This answer provides as much information as the company can release right now, but you think it can be more concise. (It is currently about 200 words.) In teams, as designated by your instructor, have each team member independently revise this message to make it no longer than 100 words. After everyone on the team has written a new draft, have each person share his or her version with the rest of the team. As a team, decide which version is best and then email it to your instructor.

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Quick Learning Guide

KEY TERMS adjustment The settlement of a claim claim A formal complaint made in response to dissatisfaction over a product or service condolence letters Brief personal messages written to comfort someone after the death of a loved one news release Also known as a press release, a specialized document traditionally used to share relevant information with the local or national news media;

today, many companies issue news releases directly to the public as well

SUMMARY OF LEARNING OBJECTIVES 1 Outline an effective strategy for writing routine business requests. When writing a routine request, open by stating your speci�ic request. Use the body to justify your request and explain its importance. Close routine requests by asking for speci�ic action (including a deadline, if appropriate) and expressing goodwill. A courteous close contains three important elements: (1) a speci�ic request, (2) information about how you can be reached (if it isn’t obvious), and (3) an expression of appreciation or goodwill.

2 Describe three common types of routine requests. The most common types of routine messages are asking for information or action, asking for recommendations, and making claims and requesting adjustments. Requests for information or action should explain what you want to know or what you want readers to do, why you’re making the request, and why it may be in your readers’ interest to help you (if applicable). Requests for recommendations should open by stating what it is you are requesting and asking the recipient to write the message in question. The body should list all the information the recipient would need to write the recommendation (refer to an attached résumé, if applicable). The close should contain an expression of appreciation and a deadline, if applicable. To make a claim (a formal complaint about a product or service) or request an adjustment (a settlement of a claim), open with a straightforward statement of the problem, use the body to give a complete explanation of the situation, and close with a polite request to resolve the situation.

3 Outline an effective strategy for writing routine replies and positive messages. The direct approach works well for routine replies and positive messages because recipients will generally be interested in what you have to say. Place your main idea (the positive reply or the good news) in the opening. Use the body to explain all the relevant details, and close cordially, perhaps highlighting a bene�it to your reader.

4 Describe six common types of routine replies and positive messages. Most routine and positive messages fall into six categories: answers to requests for information and action, grants of claims and requests for adjustment, recommendations, informative messages, good-news announcements, and goodwill messages. Providing answers to requests for information or action is a simple task, often assisted with form responses that can be customized as needed. Granting claims and requests for adjustments is more complicated, and the right response depends on whether the company, the customer, or a third party was at fault. Recommendations also require a careful approach to avoid legal complications; some companies prohibit managers from writing recommendation letters or providing anything beyond basic employment history. Informative messages are often simple and straightforward, but some require extra care if the information affects recipients in a signi�icant way. Good-news announcements are often handled by news releases, which used to be sent exclusively to members of the news media but are now usually made available to the public as well. Finally, goodwill messages, meant to foster positive business relationships, include congratulations, thank-you messages, and messages of condolence. To make goodwill messages effective, make them honest, sincere, and factual.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

10-1. What information should be included in a routine request? [LO-1] 10-2. Where in a routine message should you state your actual request? [LO-1] 10-3. What information should you include in a request for a recommendation? [LO-2] 10-4. How does a claim differ from an adjustment? [LO-2] 10-5. What is resale information? [LO-3]

10-6. What is the appropriate strategy for responding to a request for a recommendation about a job candidate whose performance was poor? [LO-4]

10-7. How can you avoid sounding insincere when writing a goodwill message? [LO-4] 10-8. What are three principles to follow for writing condolence messages? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

10-9. You have a complaint against one of your suppliers, but you have no documentation to back it up. Should you request an adjustment anyway? Why or why not? [LO-2]

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10-10. The latest issue of a local business newspaper names 10 area executives who have exhibited excellent leadership skills in the past year. You are currently searching for a job, and a friend suggests that you write each executive a congratulatory letter and mention in passing that you are looking for new career opportunities and would appreciate the opportunity for an interview. Is this a smart strategy? Why or why not? [LO-4]

10-11. You’ve been asked to write a letter of recommendation for an employee who worked for you some years ago. You recall that the employee did an admirable job, but you can’t remember any speci�ic information at this point. Should you write the letter anyway? Explain. [LO-4]

10-12. Your company’s error cost an important business customer a new client; you know it, and your customer knows it. Do you apologize, or do you refer to the incident in a positive light without admitting any responsibility? Brie�ly explain. [LO-4]

Practice Your Skills Messages for Analysis

Read the following messages and then (1) analyze the strengths and weaknesses of each sentence and (2) revise each document so that it follows this chapter’s guidelines.

10-13. Message 10.A: Message Strategies: Routine Requests [LO-2]

I’m fed up with the mistakes that our current accounting �irm makes. I run a small construction company, and I don’t have time to double-check every bookkeeping entry and call the accountants a dozen times when they won’t return my messages. Please explain how your �irm would do a better job than my current accountants. You have a good reputation among homebuilders, but before I consider hiring you to take over my accounting, I need to know that you care about quality work and good customer service.

10-14. Message 10.B: Message Strategies: Responding to Claims and Requests for Adjustments [LO-4]

We read your letter, requesting your deposit refund. We couldn’t �igure out why you hadn’t received it, so we talked to our maintenance engineer, as you suggested. He said you had left one of the doors off the hinges in your apartment in order to get a large sofa through the door. He also con�irmed that you had paid him $5.00 to replace the door since you had to turn in the U-Haul trailer and were in a big hurry.

This entire situation really was caused by a lack of communication between our housekeeping inspector and the maintenance engineer. All we knew was that the door was off the hinges when it was inspected by Sally Tarnley. You know that our policy states that if anything is wrong with the apartment, we keep the deposit. We had no way of knowing that George just hadn’t gotten around to replacing the door.

But we have good news. We approved the deposit refund, which will be mailed to you from our home of�ice in Teaneck, New Jersey. I’m not sure how long that will take, however. If you don’t receive the check by the end of next month, give me a call.

Next time, it’s really a good idea to stay with your apartment until it’s inspected, as stipulated in your lease agreement. That way, you’ll be sure to receive your refund when you expect it. Hope you have a good summer.

10-15. Message 10.C: Message Strategies: Providing Recommendations [LO-4]

Your letter to Kunitake Ando, president of Sony, was forwarded to me because I am the human resources director. In my job as head of HR, I have access to performance reviews for all of the Sony employees in the United States. This means, of course, that I would be the person best quali�ied to answer your request for information on Nick Oshinski.

In your letter of the 15th, you asked about Nick Oshinski’s employment record with us because he has applied to work for your company. Mr. Oshinski was employed with us from January 5, 2001, until March 1, 2011. During that time, Mr. Oshinski received ratings ranging from 2.5 up to 9.6, with 10 being the top score. As you can see, he must have done better reporting to some managers than to others. In addition, he took all vacation days, which is a bit unusual. Although I did not know Mr. Oshinski personally, I know that our best workers seldom use all the vacation time they earn. I do not know if that applies in this case.

In summary, Nick Oshinski performed his tasks well depending on who managed him.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Message Strategies: Routine Requests; Revising for Conciseness [LO-1], Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) Critique the following closing paragraphs. How would you rewrite each to be concise, courteous, and speci�ic?

10-16. I need your response sometime soon so I can order the parts in time for your service appointment. Otherwise, your air-conditioning system may not be in tip-top condition for the start of the summer season.

10-17. Thank you in advance for sending me as much information as you can about your products. I look forward to receiving your package in the very near future.

10-18. To schedule an appointment with one of our knowledgeable mortgage specialists in your area, you can always call our hotline at 1-800-555-8765. This is also the number to call if you have more questions about mortgage rates, closing procedures, or any other aspect of the mortgage process. Remember, we’re here to make the home-buying experience as painless as possible.

Message Strategies: Routine Responses; Media Skills: Email [LO-3], Chapter 7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch07#ch07) Revise the following short email messages so they are more direct and concise; develop a subject line for each revised message.

10-19. I’m contacting you about your recent email request for technical support on your cable Internet service. Part of the problem we have in tech support is trying to �igure out exactly what each customer’s speci�ic problem is so that we can troubleshoot quickly and get you back in business as quickly as

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possible. You may have noticed that in the online support request form, there are a number of �ields to enter your type of computer, operating system, memory, and so on. While you did tell us you were experiencing slow download speeds during certain times of the day, you didn’t tell us which times speci�ically, nor did you complete all the �ields telling us about your computer. Please return to our support website and resubmit your request, being sure to provide all the necessary information; then we’ll be able to help you.

10-20. Thank you for contacting us about the dif�iculty you had collecting your luggage at Denver International Airport. We are very sorry for the inconvenience this has caused you. As you know, traveling can create problems of this sort regardless of how careful the airline personnel might be. To receive compensation, please send us a detailed list of the items that you lost and complete the following questionnaire. You can email it back to us.

10-21. Sorry it took us so long to get back to you. We were �looded with résumés. Anyway, your résumé made the �inal 10, and after meeting three hours yesterday, we’ve decided we’d like to meet with you. What is your schedule like for next week? Can you come in for an interview on June 15 at 3:00 p.m.? Please get back to us by the end of this workweek and let us know if you will be able to attend. As you can imagine, this is our busy season.

10-22. We’re letting you know that because we use over a ton of paper a year and because so much of that paper goes into the wastebasket to become so much more environmental waste, starting Monday, we’re placing white plastic bins outside the elevators on every �loor to recycle that paper and in the process, minimize pollution.

Message Strategies: Routine and Positive Messages; Revising for Conciseness [LO-3], Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) Rewrite the following sentences so that they are direct and concise. If necessary, break your answer into two sentences.

10-23. We wanted to invite you to our special 40% off by-invitation-only sale; the sale is taking place on November 9.

10-24. We wanted to let you know that we are giving a tote bag and a voucher for �ive iTunes downloads with every $50 donation you make to our radio station.

10-25. The director planned to go to the meeting that will be held on Monday at a little before 11 a.m.

10-26. In today’s meeting, we were happy to have the opportunity to welcome Paul Eccelson, who reviewed the shopping cart function on our website and offered some great advice; if you have any questions about these new forms, feel free to call him at his of�ice.

10-27. Message Strategies: Responding to Claims and Requests for Adjustments [LO-4] Your company markets a line of automotive accessories for people who like to “tune” their cars for maximum performance. A customer has just written a furious email, claiming that a supercharger he purchased from your website didn’t deliver the extra engine power he expected. Your company has a standard refund process to handle situations such as this, and you have the information you need to inform the customer about that. You also have information that could help the customer �ind a more compatible supercharger from one of your competitors, but the customer’s email message is so abusive that you don’t feel obligated to help. Is this an appropriate response? Why or why not?

10-28. Message Strategies: Writing Positive Messages; Media Skills: Microblogging [LO-4], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) Locate an online announcement for a new product you �ind interesting or useful. Read enough about the product to be able to describe it to someone else in your own words and then writer four Twitter tweets: one to introduce the product to your followers and three follow-on tweets that describe three particularly compelling features or bene�its of the product.

10-29. Message Strategies: Writing Goodwill Messages [LO-4] Identify someone in your life who has recently accomplished a signi�icant achievement, such as graduating from high school or college, completing a major project, or winning an important professional award. Write a brief congratulatory message using the guidelines presented in the chapter.

Expand Your Skills Critique the Professionals

Locate an online example of a news release in which a company announces good news, such as a new product, a notable executive hire, an expansion, strong �inancial results, or an industry award. Analyze the release using the guidance provided in the chapter. In what ways did the writer excel? What aspects of the release could be improved? Does the release provide social media-friendly content and features? Using whatever medium your instructor requests, write a brief analysis of the piece (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on writing goodwill messages such as thank-you notes or congratulatory letters. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) .

Routine Requests

BLOGGING SKILLS

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10-30. Message Strategies: Requesting Information [LO-2] You are writing a book about the advantages and potential pitfalls of using online collaboration systems for virtual team projects. You would like to include several dozen real-life examples from people in a variety of industries. Fortunately, you publish a highly respected blog on the subject, with several thousand regular readers.

Your task: Write a post for your blog that asks readers to submit brief descriptions of their experiences using collaboration tools for team projects. Ask them to email stories of how well a speci�ic system or approach worked for them. Explain that they will receive an autographed copy of the book as thanks and that they will need to sign a release form if their stories are used. In addition, emphasize that you would like to use real names—of people, companies, and software—but you can keep the anecdotes anonymous if readers require. To stay on schedule, you need to have these stories by May 20.

EMAIL SKILLS 10-31. Message Strategies: Requesting a Recommendation [LO-2] One of your colleagues, Katina Vander, was recently promoted to department manager and now serves on the company’s strategic planning committee. At its monthly meeting next week, the committee will choose an employee to lead an important market research project that will help de�ine the company’s product portfolio for the next �ive years.

You worked side by side with Vander for �ive years, so she knows your abilities well and has complimented your business insights on many occasions. You know that because she has only recently been promoted to manager, she needs to build credibility among her peers and will therefore be cautious about making such an important recommendation. On the other hand, making a stellar recommendation for such an important project would show that she has a good eye for talent—an essential leadership trait.

Your task: Write an email message to Vander, telling her that you are de�initely interested in leading the project and asking her to put in a good word for you with the committee. Mention four attributes that you believe would serve you well in the role: a dozen years of experience in the industry, an engineering degree that helps you understand the technologies involved in product design, a consistent record of excellent or exceptional ratings in annual employee evaluations, and the three years you spent working in the company’s customer support group, which gave you a �irsthand look at customer satisfaction and quality issues. Make up any additional details you need to write the message.

EMAIL SKILLS 10-32. Message Strategies: Requesting a Recommendation [LO-2] After �ive years of work in the human resources department at Cell Genesys (a company that is developing cancer treatment drugs), you were laid off in a round of cost-cutting moves that rippled through the biotech industry in recent years. The good news is that you found stable employment in the grocery distribution industry. The bad news is that in the three years since you left Cell Genesys, you have truly missed working in the exciting biotechnology �ield and having the opportunity to be a part of something as important as helping people recover from life-threatening diseases. You know careers in biotech are uncertain, but you have a few dollars in the bank now, and you’re willing to ride that rollercoaster again.

Your task: Draft an email to Calvin Morris, your old boss at Cell Genesys, reminding him of the time you worked together and asking him to write a letter of recommendation for you.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note7)

IM SKILLS 10-33. Message Strategies: Requesting Information [LO-2] Many companies now provide presales and postsales customer support through some form of instant messaging or online chat function. As a consumer looking for information, you’ll get better service if you can frame your requests clearly and succinctly.

Your task: Imagine that you need to replace your old laptop computer, but you’re not sure whether to go with another laptop or switch to a tablet or perhaps one of the new tablet/laptop hybrids. Think through the various ways you will use this new device, from researching and note-taking during class to watching movies and interacting with friends on social media. Now imagine you’re in a chat session with a sales representative from a computer company, and this person has asked how he or she can help you. Draft a message (no more than 100 words) that summarizes your computing and media requirements and asks the representative to recommend the right type of device for you.

TEXT MESSAGING SKILLS 10-34. Message Strategies: Requesting Information [LO-2] The vast Consumer Electronics Show (CES) is the premier promotional event in the industry. More than 150,000 industry insiders from all over the world come to see the exciting new products on display from nearly 1,500 companies—everything from video game gadgets to Internet-enabled refrigerators with built-in computer screens.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note8) You’ve just stumbled on a video game controller that has a built-in webcam to allow networked gamers to see and hear each other while they play. Your company also makes game controllers, and you’re worried that your customers will �lock to this new controller-cam. You need to know how much buzz is circulating around the show: Have people seen it? What are they saying about it? Are they excited about it?

Your task: Compose a text message to your colleagues at the show, alerting them to the new controller-cam and asking them to listen for any buzz it might be generating among the attendees at the Las Vegas Convention Center and the several surrounding hotels where the show takes place. Here’s the catch: Your textmessaging service limits messages to 160 characters, including spaces and punctuation, so your message can’t be any longer than this.

EMAIL SKILLS 10-35. Message Strategies: Requesting an Adjustment [LO-2] Love at �irst listen is the only way to describe the way you felt when you discovered SongThrong.com (http://SongThrong.com) . You enjoy dozens of styles of music, from Afrobeat and Tropicalia to mainstream pop and the occasional blast of industrial metal, and SongThrong.com (http://SongThrong.com) has them all for only $9.99 a month. You can explore every genre imaginable, listening to as many tracks as you like for a �ixed monthly fee. The service sounded too good to be true—and sadly, it was. The service was so unreliable that you began keeping note of when it was unavailable. Last month, it was down for all or part of 12 days—well over a third of the month. As much as you like it, you’ve had enough.

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Your task: Write an email to [email protected] (mailto:[email protected]) , requesting a full refund. To get the $9.99 monthly rate, you prepaid for an entire year ($119.88), and you’ve been a subscriber for two months now. You know the service has been out for at least part of the time on 12 separate days last month, and while you didn’t track outages during the �irst month, you believe it was about the same number of days.

LETTER WRITING SKILLS 10-36. Message Strategies: Requesting an Adjustment [LO-2] As a consumer, you’ve probably bought something that didn’t work right or paid for a service that did not turn out the way you expected. Maybe it was a pair of jeans with a rip in a seam that you didn’t �ind until you got home or a watch that broke a week after you bought it. Or maybe your family hired a lawn service to do some yardwork and no one from the company showed up on the day promised, and when the gardeners �inally appeared, they did not do what they’d been hired for but instead did other things that wound up damaging valuable plants.

Your task: Choose an incident from your own experience and write a claim letter, asking for a refund, repair, replacement, or other adjustment. You’ll need to include all the details of the transaction, plus your contact address and phone number. If you can’t think of such an experience, make up details for an imaginary situation. If your experience is real, you might want to mail the letter. The reply you receive will provide a good test of your claim-writing skills.

EMAIL SKILLS 10-37. Message Strategies: Requesting Action [LO-2] You head up the corporate marketing department for a nationwide chain of clothing stores. The company has decided to launch a new store-within-a-store concept, in which a small section of each store will showcase “business casual” clothing. To ensure a successful launch of this new strategy, you want to get input from the best retailing minds in the company. You also know it’s important to get regional insights from around the country, because a merchandising strategy that works in one area might not succeed in another.

Your task: Write an email message to all 87 store managers, asking them to each nominate one person to serve on an advisory team (managers can nominate themselves if they are local market experts). Explain that you want to �ind people with at least �ive years of retailing experience, a good understanding of the local business climate, and thorough knowledge of the local retail competition. In addition, the best candidates will be good team players who are comfortable collaborating long distance, using virtual meeting technologies. Also, explain that while you are asking each of the 87 stores to nominate someone, the team will be limited to no more than eight people. You’ve met many of the store managers, but not all of them, so be sure to introduce yourself at the beginning of the message.

Routine Messages

EMAIL SKILLS 10-38. Message Strategies: Granting Claims [LO-4] Your company sells �lower arrangements and gift baskets. Holidays are always a rush, and the overworked staff makes the occasional mistake. Last week, somebody made a big one. As a furious email message from a customer named Anders Ellison explains, he ordered a Valentine’s Day bouquet for his wife, but the company sent a bereavement arrangement instead.

Your task: Respond to Ellison’s email message, apologizing for the error, promising to refund all costs that Ellison incurred, informing him that the correct arrangement will arrive tomorrow (and he won’t be charged anything for it), and offering Ellison his choice of any �loral arrangement or gift basket for free on his wife’s birthday.

EMAIL SKILLS 10-39. Message Strategies: Granting Claims [LO-4] Like many of the staff at Razer, you are an avid game player. You can therefore sympathize with a customer who got so excited during a hotly contested game that he slammed his Razer Anansi keyboard against his chair in celebration. Razer products are built for serious action, but no keyboard can withstand a blow like that. However, in the interest of building goodwill among the online gaming community, your manager has approved a free replacement. This sort of damage is rare enough that the company isn’t worried about unleashing a �lood of similar requests.

Your task: Respond to Louis Hapsberg’s email request for a replacement, in which he admitted to in�licting some abuse on this keyboard. Explain, tongue in cheek, that the company is “rewarding” him with a free keyboard in honor of his massive gaming win, but gently remind him that even the most robust electronic equipment needs to be used with care.

PODCASTING SKILLS/PORTFOLIO BUILDER 10-40. Message Strategies: Providing Routine Information; Media Skills: Podcasting [LO-4] As a training specialist in Winnebago Industry’s human resources department, you’re always on the lookout for new ways to help employees learn vital job skills. While watching a production worker page through a training manual while learning how to assemble a new recreational vehicle, you get what seems to be a great idea: Record the assembly instructions as audio �iles that workers can listen to while performing the necessary steps. With audio instructions, they wouldn’t need to keep shifting their eyes between the product and the manual—and constantly losing their place. They could focus on the product and listen for each instruction. Plus, the new system wouldn’t cost much at all; any computer can record the audio �iles, and you’d simply make them available on an intranet site for download into smartphones, tablets, and digital music players.

Your task: You immediately run your new idea past your boss, who has heard about podcasting but doesn’t think it has any place in business. He asks you to prove the viability of the idea by recording a demonstration. Choose a process you engage in yourself—anything from replacing the strings on a guitar to sewing a quilt to changing the oil in a car—and write a brief (one page or less) description of the process that could be recorded as an audio �ile. Think carefully about the limitations of the audio format as a replacement for printed text (for instance, do you need to tell people to pause the audio while they perform a time-consuming task?). If directed by your instructor, record your instructions as a podcast.

BLOGGING SKILLS/PORTFOLIO BUILDER

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10-41. Message Strategies: Providing Routine Information [LO-4] You are normally an easygoing manager who gives your employees a lot of leeway in using their own personal communication styles. However, the weekly staff meeting this morning pushed you over the edge. People were interrupting one another, asking questions that had already been answered, sending text messages during presentations, and exhibiting just about every other poor listening habit imaginable.

Your task: Review the advice in Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) on good listening skills, and then write a post for the internal company blog. Emphasize the importance of effective listening, and list at least �ive steps your employees can take to become better listeners.

Routine Replies

EMAIL SKILLS 10-42. Message Strategies: Routine Responses [LO-4] As administrative assistant to Walmart’s director of marketing, you have just received a request from the company’s webmaster to analyze Walmart’s website from a consumer’s point of view.

Your task: Visit the Walmart website and browse through the site, considering the language, layout, graphics, and overall ease of use. In particular, look for aspects of the site that might be confusing or frustrating—annoyances that could prompt shoppers to abandon their quests and head to a competitor such as Target or Amazon. Summarize your �indings and recommendations in an email message that could be sent to the webmaster.

MICROBLOGGING SKILLS 10-43. Message Strategies: Routine Announcements [LO-4] As a way to give back to the communities in which it does business, your company supports the efforts of the United Way, a global organization that works to improve lives through education, income stability, and healthy living choices.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note9) Each year, your company runs a fundraising campaign in which employees are encouraged to donate money to their local United Way agencies, and it also grants employees up to three paid days off to volunteer their time for the United Way. This year, you are in charge of the company’s campaign.

Your task: Compose a four-message sequence to be posted on the company’s internal microblogging system (a private version of Twitter, essentially). The messages are limited to 200 characters, including spaces and punctuation. The �irst message will announce the company’s annual United Way volunteering and fundraising campaign (make up any details you need), and the other three messages will explain the United Way’s efforts in the areas of education, income stability, and healthy living. Visit the United Way to learn more about these three areas.

LETTER WRITING SKILLS/TEAM SKILLS 10-44. Message Strategies: Providing Recommendations [LO-4] As a project manager at Orbitz, one of the largest online travel services in the world, you’ve seen plenty of college interns in action. However, few have impressed you as much as Maxine “Max” Chenault. For one thing, she learned how to navigate the company’s content management system virtually overnight and always used it properly, whereas other interns sometimes left things in a hopeless mess. She asked lots of intelligent questions about the business. You’ve been teaching her blogging and website design principles, and she’s picked them up rapidly. Moreover, she is always on time, professional, and eager to assist. Also, she didn’t mind doing mundane tasks.

On the downside, Chenault is a popular student. Early on, you often found her busy on the phone planning her many social activities when you needed her help. However, after you had a brief talk with her, this problem vanished.

You’ll be sorry to see Chenault leave when she returns to school in the fall, but you’re pleased to respond when she asks you for a letter of recommendation. She’s not sure where she’ll apply for work after graduation or what career path she’ll choose, so she asks you to keep the letter fairly general.

Your task: Working with a team of your classmates, discuss what should and should not be in the letter. Prepare an outline based on your discussion and then draft the letter.

SOCIAL NETWORKING SKILLS 10-45. Message Strategies: Writing Routine Informative Messages; Composition Modes: Summarizing [LO-4] As energy costs trend ever upward and more people become attuned to the environmental and geopolitical complexities of petroleum-based energy, interest in solar, wind, and other alternative energy sources continues to grow. In locations with high insolation, a measure of cumulative sunlight, solar panels can be cost-effective solutions over the long term. However, the upfront costs are still daunting for most homeowners. To help lower the entry barrier, the Foster City, California–based �irm SolarCity now leases solar panels to homeowners for monthly payments that are less than their current electricity bills.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note10)

Your task: Visit the Solar City website, click on Residential, and then click SolarLease to read about the leasing program. Next, study SolarCity’s presence on Facebook to get a feel for how the company presents itself in a social networking environment. Now assume that you have been assigned the task of writing a brief summary of the SolarLease program that will appear on the Notes tab of SolarCity’s Facebook page. In your own language and in 200 words or less, write an introduction to the SolarLease program and email it to your instructor.

Positive Messages

WEB WRITING SKILLS 10-46. Message Strategies: Good News Messages [LO-4] Amateur and professional golfers in search of lower scores want to �ind clubs that are optimized for their individual swings. This process of club �itting has gone decidedly high tech in recent years, with �itters using Doppler radar, motion-capture video, and

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other tools to evaluate golfers’ swing and ball �light characteristics. Hot Stix Golf is a leader in this industry, having �itted more than 200 professionals and thousands of amateurs.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note11)

Your task: Imagine that you are the communications director at the Indian Wells Golf Resort in Indian Wells, California. Your operation has just signed a deal with Hot Stix to open a �itting center on site. Write a three-paragraph article that could be posted on the resort website. The �irst paragraph should announce the news that the Hot Stix center will open in six months, the second should summarize the bene�its of club �itting, and the third should offer a brief overview of the services that will be available at the Indian Wells Hot Stix Center. Information on club �itting can be found on the Hot Stix website; make up any additional information you need to complete the article.

BLOGGING SKILLS/PORTFOLIO BUILDER 10-47. Message Strategies: Good-News Messages [LO-4] Most people have heard of the Emmy, Grammy, Oscar, and Tony awards for television, music, movies, and theater performances, but fewer know what the Webby award is all about. Sponsored by the International Academy of Digital Arts and Sciences, the Webbys shine a spotlight on the best in website design, interactive media, and online �ilm and video.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10lev1sec23#ch10note12)

Your task: Visit the Webby Awards website, click on Winners, and choose one of the companies listed a winner in the Websites or Interactive Advertising categories. Now imagine you are the chief online strategist for this company, and you’ve just been informed your company won a Webby. Winning this award is a nice validation of the work your team has put in during the last year, and you want to share their success with the entire company. Write a brief post for the internal company blog, describing what the Webby awards are, explaining why they are a signi�icant measure of accomplishment in the online industry, and congratulating the employees in your department who contributed to the successful web effort.

SOCIAL NETWORKING SKILLS 10-48. Message Strategies: Goodwill Messages [LO-4] As the largest employer in Loganville, your construction company provides jobs, purchasing activity, and tax receipts that make up a vital part of the city’s economy. In your role as CEO, however, you realize that the relationship between your company and the community is mutually bene�icial, and the company could not survive without the efforts of its employees, the business opportunities offered by a growing marketplace, and the physical and legal infrastructure that the government provides.

The company’s dependence on the community was demonstrated in a moving and immediate way last weekend, when a powerful storm pushed the Logan River past �lood stage and threatened to inundate your company’s of�ice and warehouse facilities. More than 200 volunteers worked alongside your employees through the night to �ill and stack sandbags to protect your buildings, and the city council authorized the deployment of heavy equipment and additional staff to help in the emergency effort. As you watched the water rise nearly 10 feet high behind the makeshift dike, you realized that the community came together to save your company.

Your task: Write a post for your company’s Facebook page, thanking the citizens and government of�icials of Loganville for their help in protecting the company’s facilities during the storm. Use your creativity to make up any details you need to write a 100- to 200-word message.

LETTER WRITING SKILLS 10-49. Message Strategies: Goodwill Messages [LO-4] Shari Willison worked as a geologist in your civil engineer �irm for 20 years before succumbing to leukemia. With only a few dozen employees, the company has always been a tight-knit group, and you feel like you’ve lost a good friend in addition to a valued employee.

Your task: Write a letter of condolence to Willison’s husband, Arthur, and the couple’s teenaged children, Jordan and Amy. You have known all three socially through a variety of company holiday parties and events over the years. Make up any details you need.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

10-50. Should you use the direct or indirect approach for most routine messages? Why? [LO-1]

10-51. Why is it good practice to explain why replying to a request could bene�it the reader? [LO-1]

Endnotes 1. Get Satisfaction website, accessed 30 April 2014, http://getsatisfaction.com (http://getsatisfaction.com) ; Dan Fost, “On the Internet, Everyone Can Hear You Complain,” New York Times, 25 February 2008, www.nytimes.com (http://www.nytimes.com) ; Ray Wang, “Executive Pro�iles: Disruptive Tech Leaders in Social Business—Wendy Lea, Get Satisfaction,” Forbes, 8 June 2011, www.forbes.com (http://www.forbes.com) .

2. “How to Write Reference Letters,” National Association of Colleges and Employers website, accessed 5 July 2010, www.naceweb.org (http://www.naceweb.org) ; “Five (or More) Ways You Can Be Sued for Writing (or Not Writing) Reference Letters,” Fair Employment Practices Guidelines, July 2006, 1, 3.

3. David Meerman Scott, The New Rules of Marketing and PR (Hoboken, N.J.: Wiley, 2007), 62.

4. Pat Cataldo, “Op-Ed: Saying ‘Thank You’ Can Open More Doors Than You Think,” Penn State University Smeal College of Business website, accessed 19 February 2008, www.smeal.psu.edu (http://www.smeal.psu.edu) .

5. Jackie Huba, “Five Must-Haves for Thank-You Notes,” Church of the Customer Blog, 16 November 2007, www.churchofthecustomer.com (http://www.churchofthecustomer.com) .

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6. Based on an answer on Get Satisfaction website, 26 September 2008, http://getsatisfaction.com (http://getsatisfaction.com) .

7. Tom Abate, “Need to Preserve Cash Generates Wave of Layoffs in Biotech Industry,” San Francisco Chronicle, 10 February 2003, www.sfgate.com (http://www.sfgate.com) .

8. CES website, accessed 11 June 2012, www.cesweb.org (http://www.cesweb.org) ; Darren Murph, “CES 2012 Sets All-Time Records for Attendance, Exhibitors and Claimed Floor Space,” Engadget, 13 January 2012, www.engadget.com (http://www.engadget.com) .

9. United Way website, accessed 30 January 2013, www.unitedway.org (http://www.unitedway.org) .

10. SolarCity website, accessed 7 July 2010, www.solarcity.com (http://www.solarcity.com) .

11. Adapted from Hot Stix Golf website, accessed 8 February 2011, www.hotstixgolf.com (http://www.hotstixgolf.com) .

12. The Webby Awards website, accessed 30 January 2013, www.webbyawards.com (http://www.webbyawards.com) .

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In an attempt to balance the needs of passengers and taxi drivers during peak periods, the cab-hailing service Hailo announced a higher minimum fare via an email message to registered users.

11 Writing Negative Messages LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Apply the three-step writing process to negative messages 2 Explain how to use the direct approach effectively when conveying negative news 3 Explain how to use the indirect approach effectively when conveying negative news 4 Explain the importance of maintaining high standards of ethics and etiquette when delivering negative messages 5 Describe successful strategies for sending negative messages on routine business matters 6 List the important points to consider when conveying negative organizational news 7 Describe successful strategies for sending negative employment-related messages

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Hailo No one likes to hear about price increases, whether it’s college tuition, your favorite Thai food, or a ride in a taxi. Unfortunately, price increases are a fact of life in business as costs increase or business conditions change.

At the same time, consumers don’t like to be kept waiting when they want something. And when that something is a taxi ride to an important meeting or a favorite restaurant, consumers really don’t like to wait.

This was the dilemma facing Hailo, a cab-hailing service based in London and now operating in several other major cities around the world. Hailo’s business model is based on simplifying the process of getting a taxi. The company connects taxi drivers and passengers through a GPS-enabled smartphone app that lets passengers hail a cab simply by tapping their screens. A driver in the vicinity can choose to make the pickup, and the passenger can then follow the taxi’s progress on screen as it approaches.

For the 13,000 of London’s 22,000 taxi drivers who have registered with the service, Hailo offers the opportunity to gain more business without waiting by the curb at busy locations or cruising streets waiting for people to �lag them down. For passengers, Hailo simpli�ies the process of �inding a cab, because drivers come directly to them—no more standing in the street hoping an available taxi will pass by or waiting in line at long taxi ranks.

Hailo’s growth suggests that drivers and passengers alike �ind value in the service. In fact, Hailo was recently tagged as the fastest-growing technology startup in the United Kingdom. As popular as it is, though, there are times when the service doesn’t operate to everyone’s complete satisfaction. For example, a driver can respond to a Hailo request and on the way to the pickup, pass by several people in the street trying to �lag him or her down, only to discover that the Hailo customer just wants to be hauled a few hundred yards down the street to the next club or shop. The result is a double loss for the driver—unpaid time driving to the pickup location and the missed opportunity of potentially higher fares from those would-be customers passed by along the way.

If drivers suspect that a potential passenger will want only a short ride, they are more likely not to respond to the request, because the short ride won’t compensate for the time they have to invest. This phenomenon can be troublesome for the system as a whole during peak hours, when more passengers are trying to use it. To keep its app users happy, Hailo wants as many drivers as possible to participate during peak times. To encourage drivers to pick up more Hailo customers, it guarantees drivers a minimum amount of revenue for every Hailo rider they pick up.

To boost driver participation, Hailo recently decided to increase the minimum fare passengers must pay during certain hours. Such news would be welcome by drivers, of course, but not by those passengers accustomed to using the service for short hops around town.

Hailo announced the change in an email message to its customers, but it didn’t just blurt out the news. Instead, it took the indirect approach, which you’ll learn to use in this chapter. The email message started with a reader bene�it, explaining that in order to increase the availability of cabs, the company was modifying its minimum fares. The message then provided a reminder of how Hailo works—and how it works best if it works well for both drivers and passengers. With that reasoning in place, the message moved on to deliver the unwelcome news about increases in the minimum fare during peak hours. The message ended on

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a positive note, pointing out that the increase wouldn’t affect the majority of customers because most London cab rides already cost more than that amount. The message was a classic example of how to prepare readers, logically and emotionally, before delivering bad news.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note1)

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1 LEARNING OBJECTIVE Apply the three-step writing process to negative messages.

11.1 Using the Three-Step Writing Process for Negative Messages You may never have to share unwelcome pricing news with customers, as Hailo (pro�iled in the chapter-opening Communication Close-Up) did, but you will have to share unwelcome news at many points in your career. Communicating negative information is a fact of life for all business professionals, whether it’s saying no to a request, sharing unpleasant or unwelcome information, or issuing a public apology. With the techniques you’ll learn in this chapter, however, you can communicate unwelcome news successfully while minimizing unnecessary stress for everyone involved.

Depending on the situation, you can have as many as �ive distinct goals when communicating negative information: (1) to convey the bad news, (2) to gain acceptance for the bad news, (3) to maintain as much goodwill as possible with your audience, (4) to maintain a good image for your organization, and (5) if appropriate, to reduce or eliminate the need for future correspondence on the matter. Five goals are clearly a lot to accomplish in one message, so careful planning and execution are particularly critical with negative messages.

Negative messages can have as many as �ive goals:

Give the bad news.

Ensure acceptance of the bad news.

Maintain the reader’s goodwill.

Maintain the organization’s good image.

Minimize or eliminate future correspondence on the matter, as appropriate.

STEP 1: PLANNING A NEGATIVE MESSAGE When you need to convey negative news, you can’t avoid the fact that your audience does not want to hear what you have to say. To minimize the damage to business relationships and to encourage the acceptance of your message, analyze the situation carefully so you can better understand the context in which the recipient will process your message.

Analysis, investigation, and adaptation help you avoid alienating your readers.

Be sure to consider your purpose thoroughly—whether it’s straightforward (such as rejecting a job applicant) or more complicated (such as drafting a negative performance review, in which you not only give the employee feedback on past performance but also help the person develop a plan to improve future performance). With a clear purpose and your audience’s needs in mind, identify and gather the information your audience requires in order to understand and accept your message. Negative messages can be intensely personal to the recipient, and in many cases, recipients have a right to expect a thorough explanation of your answer.

Figure 11.1 Comparing the Direct and Indirect Approaches for Negative Messages

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The direct and indirect approaches differ in two important ways: the position of the bad news within the sequence of message points and the use of a buffer in the indirect approach. (“Using the Indirect Approach for Negative Messages” on page 283 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#page_283) explains the use of a buffer.) Both these messages deal with changes made in response to negative �inancial developments, but the second example represents a much higher emotional impact for readers, so the indirect approach is called for in that case. Figure 11.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#ch11�ig2) explains how to choose the right approach for each situation.

Selecting the right medium and channel is also important. For instance, bad news for employees should be delivered in person whenever possible. This helps guard their privacy, demonstrates respect, and gives them an opportunity to ask questions. Doing so isn’t always possible or feasible, though, so you will have times when you need to share important negative information through written or electronic media.

When preparing negative messages, choose the medium and channel with care.

De�ining your main idea in a negative message is often more complicated than simply saying no. For instance, if you need to respond to a hardworking employee who requested a raise, your message might go beyond saying no to explaining how she can improve her performance by working smarter, not just harder.

Appropriate organization helps readers accept your negative news.

Finally, the organization of a negative message requires particular care. One of the most critical planning decisions is choosing whether to use the direct or indirect approach (see Figure 11.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#ch11�ig1) ). A negative message using the direct approach opens with the bad news, proceeds to the reasons for the situation or the decision, and ends with a positive statement aimed at maintaining a good relationship with the audience. In contrast, the indirect approach opens with the reasons behind the bad news before presenting the bad news itself.

To help decide which approach to take in any situation you encounter, ask yourself the following questions:

Do you need to get the reader’s attention immediately? If the situation is an emergency, or if someone has ignored repeated messages, the direct approach can help you get attention quickly.

Does the recipient prefer a direct style of communication? Some recipients prefer the direct approach no matter what, so if you know this, go with direct.

How important is this news to the reader? For minor or routine scenarios, the direct approach is nearly always best. However, if the reader has an emotional investment in the situation or the consequences to the reader are considerable, the indirect approach is often better, particularly if the bad news is unexpected.

You need to consider a variety of factors when choosing between direct and indirect approaches for negative messages.

Figure 11.2 Choosing the Direct or Indirect Approach

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Following this decision tree will help you decide whether the direct or indirect approach is better in a given situation. Of course, use your best judgment as well. Your relationship with the audience could affect your choice of approaches, for example.

Will the bad news come as a shock? The direct approach is �ine for many business situations in which people understand the possibility of receiving bad news. However, if the bad news might come as a shock to readers, use the indirect approach to help them prepare for it.

Figure 11.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#ch11�ig2) offers a convenient decision tree to help you decide which approach to use.

STEP 2: WRITING A NEGATIVE MESSAGE By writing clearly and sensitively, you can take some of the sting out of bad news and help your reader accept the decision and move on. If your credibility hasn’t already been established with an audience, clarify your quali�ications so recipients won’t question your authority or ability.

Writing clearly and sensitively helps take some of the sting out of bad news.

When you use language that conveys respect and avoids an accusing tone, you protect your audience’s pride. This kind of communication etiquette is always important, but it demands special care with negative messages. Moreover, you can ease the sense of disappointment by using positive words rather than negative, counterproductive ones (see Table 11.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#ch11tab1) ).

Protect your audience’s pride by using language that conveys respect.

STEP 3: COMPLETING A NEGATIVE MESSAGE The need for careful attention to detail continues as you complete your message. Revise your content to make sure everything is clear, complete, and concise— bearing in mind that even small �laws are likely to be magni�ied in readers’ minds as they react to the negative news. Produce clean, professional documents and proofread carefully to eliminate mistakes. Finally, be sure to deliver messages promptly; withholding or delaying bad news can be unethical, even illegal.

TABLE 11.1 Choosing Positive Words Examples of Negative Phrasings Positive Alternatives

Your request doesn’t make any sense. Please clarify your request.

The damage won’t be �ixed for a week. The item will be repaired next week.

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Examples of Negative Phrasings Positive Alternatives

Although it wasn’t our fault, there will be an unavoidable delay in your order.

We will process your order as soon as we receive an aluminum shipment from our supplier, which we expect within 10 days.

You are clearly dissatis�ied. I recognize that the product did not live up to your expectations.

I was shocked to learn that you’re unhappy. Thank you for sharing your concerns about your shopping experience.

The enclosed statement is wrong. Please verify the enclosed statement and provide a correct copy.

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2 LEARNING OBJECTIVE Explain how to use the direct approach effectively when conveying negative news.

11.2 Using the Direct Approach for Negative Messages A negative message using the direct approach opens with the bad news, proceeds to the reasons for the situation or the decision, and ends with a positive statement aimed at maintaining a good relationship with the audience. Depending on the circumstances, the message may also offer alternatives or a plan of action to �ix the situation under discussion. Stating the bad news at the beginning can have two advantages: It makes a shorter message possible, and it allows the audience to reach the main idea of the message in less time.

Use the direct approach when your negative answer or information will have minimal personal impact.

OPENING WITH A CLEAR STATEMENT OF THE BAD NEWS No matter what the news is, come right out and say it, but maintain a calm, professional tone that keeps the focus on the news and not on individual failures or other personal factors. Also, if necessary, explain or remind the reader why you’re writing.

PROVIDING REASONS AND ADDITIONAL INFORMATION In most cases, you follow the direct opening with an explanation of why the news is negative. The extent of your explanation depends on the nature of the news and your relationship with the reader. For example, if you want to preserve a long-standing relationship with an important customer, a detailed explanation could well be worth the extra effort such a message would require.

The amount of detail you should provide depends on your relationship with the audience.

However, you will encounter some situations in which explaining negative news is neither appropriate nor helpful, such as when the reasons are con�idential, excessively complicated, or irrelevant to the reader. To maintain a cordial working relationship with the reader, you might want to explain why you can’t provide the information.

Should you apologize when delivering bad news? The answer isn’t quite as simple as one might think, partly because the notion of apology is hard to pin down. To some people, it simply means an expression of sympathy that something negative has happened to another person. At the other extreme, it means admitting fault and taking responsibility for speci�ic compensations or corrections to atone for the mistake.

Some experts have advised that a company should never apologize, even when it knows it has made a mistake, because the apology might be taken as a confession of guilt that could be used against the company in a lawsuit. However, several states have laws that speci�ically prevent expressions of sympathy from being used as evidence of legal liability. In fact, judges, juries, and plaintiffs tend to be more forgiving of companies that express sympathy for wronged parties; moreover, an apology can help repair a company’s reputation. Recently, some prosecutors have begun pressing executives to publicly admit guilt and apologize as part of the settlement of criminal cases—unlike the common tactic of paying �ines but refusing to admit any wrongdoing.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note2)

Apologies can have legal rami�ications, but refusing to apologize out of fear of admitting guilt can damage a company’s relationships with its stakeholders.

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See how expensive poor customer service really is

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The best general advice in the event of a serious mistake or accident is to express sympathy immediately and sincerely and offer help if appropriate, without admitting guilt; then seek the advice of your company’s lawyers before elaborating. As one survey concluded, “The risks of making an apology are low, and the potential reward is high.”3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note3)

If you do apologize, make it a real apology. Don’t say “I’m sorry if anyone was offended” by what you did—this statement implies that you’re not sorry at all and that it’s the other party’s fault for being offended.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note4) For example, when Target’s information systems were in�iltrated in a hacking attack that exposed the personal data of tens of millions of customers, the CEO’s apology to customers included the statement, “I know this breach has had a real impact on you, creating a great deal of confusion and frustration.”5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note5) Note that he did not say “if this breach caused you any confusion or frustration.”

Note that you can also express sympathy with someone’s plight without suggesting that you are to blame. For example, if a customer damaged a product through misuse and suffered a �inancial loss as a result of not being able to use the product, you can say something along the lines of “I’m sorry to hear of your dif�iculties.” This approach demonstrates sensitivity without accepting blame.

CLOSING ON A RESPECTFUL NOTE After you’ve explained the negative news, close the message in a manner that respects the impact the negative news is likely to have on the recipient. If appropriate, consider offering your readers an alternative solution if you can and if doing so is a good use of your time. Look for opportunities to include positive statements, but avoid creating false hopes or writing in a way that seems to suggest that something negative didn’t happen to the recipient. Ending on a false positive can leave readers feeling “disrespected, disregarded, or deceived.”6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note6)

In many situations, an important aspect of a respectful close is describing the actions being taken to avoid similar mistakes in the future. Offering such explanations can underline the sincerity of an apology because doing so signals that the person or organization is serious about not repeating the error.

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3 LEARNING OBJECTIVE Explain how to use the indirect approach effectively when conveying negative news.

11.3 Using the Indirect Approach for Negative Messages The indirect approach helps prepare readers for the bad news by presenting the reasons for it �irst. However, the indirect approach is not meant to obscure bad news, delay it, or limit your responsibility. Rather, the purpose of this approach is to ease the blow and help readers accept the situation. When done poorly, the indirect approach can be disrespectful and even unethical. But when done well, it is a good example of audience-oriented communication crafted with attention to ethics and etiquette. Showing consideration for the feelings of others is never dishonest.

Use the indirect approach when some preparation will help your audience accept your bad news.

OPENING WITH A BUFFER Messages using the indirect approach open with a buffer (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11term1) : a neutral, noncontroversial statement that establishes common ground with the reader (refer to Figure 11.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec1#ch11�ig1) ). A good buffer can express your appreciation for being considered (if you’re responding to a request), assure the reader of your attention to the request, or indicate your understanding of the reader’s needs. A good buffer also needs to be relevant and sincere.

A well-written buffer establishes common ground with the reader.

In contrast, a poorly written buffer might trivialize the reader’s concerns, divert attention from the problem with insincere �lattery or irrelevant material, or mislead the reader into thinking your message actually contains good news.

Consider these possible responses to a manager of the order-ful�illment department who requested some temporary staf�ing help from your department (a request you won’t be able to ful�ill):

Poorly written buffers mislead or insult the reader.

Only the �irst of these buffers can be considered effective; the other three are likely to damage your relationship with the other manager—and lower his or her opinion of you. Table 11.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec9#ch11tab2) shows several types of effective buffers you could use to tactfully open a negative message.

PROVIDING REASONS AND ADDITIONAL INFORMATION An effective buffer serves as a transition to the next part of your message, in which you build up the explanations and information that will culminate in your negative news. An ideal explanation section leads readers to your conclusion before you come right out and say it. In other words, the reader has followed your line of reasoning and is ready for the answer. By giving your reasons effectively, as Hailo did in its email message (see page 279 (ch11.xhtml#page_279) ), you help maintain focus on the issues at hand and defuse the emotions that always accompany signi�icantly bad news.

Phrase your reasons to signal the negative news ahead.

Avoid hiding behind company policy to cushion your bad news. If you say, “Company policy forbids our hiring anyone who does not have two years’ supervisory experience,” you imply that you won’t consider anyone on his or her individual merits. Skilled and sympathetic communicators explain company policy (without referring to it as “policy”) so that the audience can try to meet the requirements at a later time. Consider this response to an employee:

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TABLE 11.2 Types of Buffers Buffer Type Strategy Example

Agreement Find a point on which you and the reader share similar views. We both know how hard it is to make a pro�it in this industry.

Appreciation Express sincere thanks for receiving something. Your check for $127.17 arrived yesterday. Thank you.

Cooperation Convey your willingness to help in any way you realistically can. Employee Services is here to assist all associates with their health insurance,retirement planning, and continuing education needs.

Fairness Assure the reader that you’ve closely examined and carefully considered the problem, or mention an appropriate action that has already been taken.

For the past week, we have had our bandwidth monitoring tools running around the clock to track your actual upload and download speeds.

Good news Start with the part of your message that is favorable. We have credited your account in the amount of $14.95 to cover the cost ofreturn shipping.

Praise Find an attribute or an achievement to compliment. The Stratford Group clearly has an impressive record of accomplishment inhelping clients resolve �inancial reporting problems.

Resale Favorably discuss the product or company related to the subject ofthe letter.

With their heavy-duty, full-suspension hardware and �ine veneers, the desks and �ile cabinets in our Montclair line have long been popular with value- conscious professionals.

UnderstandingDemonstrate that you understand the reader’s goals and needs. So that you can more easily �ind the printer with the features you need, we areenclosing a brochure that describes all the Epson printers currently available.

This paragraph does a good job of stating reasons for the refusal:

It provides enough detail to logically support the refusal.

It implies that the applicant is better off avoiding a program in which he or she might fail.

It shows that the company’s policy is based on experience and careful analysis.

It doesn’t offer an apology for the decision because no one is at fault.

It avoids negative personal expressions (such as “You do not meet our requirements”).

Even valid, well-thought-out reasons won’t convince every reader in every situation. However, if you’ve done a good job of laying out your reasoning, you’ve done everything you can to prepare the reader for the main idea, which is the negative news itself.

Don’t hide behind “company policy” when you deliver bad news; present logical answers instead.

Well-written reasons are

Detailed

Tactful

Individualized

Unapologetic if no one is at fault

Positive

CONTINUING WITH A CLEAR STATEMENT OF THE BAD NEWS After you’ve thoughtfully and logically established your reasons and readers are prepared to receive the bad news, you can use three techniques to convey the negative information as clearly and as kindly as possible. First, deemphasize the bad news:

Minimize the space or time devoted to the bad news—without trivializing it or withholding any important information.

Subordinate bad news in a complex or compound sentence (“My department is already shorthanded, so I’ll need all my staff for at least the next two months”). This construction presents the bad news in the middle of the sentence, the point of least emphasis.

Embed bad news in the middle of a paragraph or use parenthetical expressions (“Our pro�its, which are down, are only part of the picture”).

To handle bad news carefully

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Deemphasize the bad news visually and grammatically.

Use a conditional statement, if appropriate.

Tell what you did do, not what you didn’t do.

Don’t disguise bad news when you emphasize the positive.

However, keep in mind that it’s possible to abuse deemphasis. For instance, if the primary point of your message is that pro�its are down, it would be inappropriate to marginalize that news by burying it in the middle of a sentence. State the negative news clearly, and then make a smooth transition to any positive news that might balance the story.

Second, if appropriate, use a conditional (if or when) statement to imply that the audience could have received, or might someday receive, a favorable answer (“When you have more managerial experience, you are welcome to reapply”). Such a statement could motivate applicants to improve their quali�ications. However, you must avoid any suggestion that you might reverse the decision you’ve just made and refrain from any phrasing that could give a rejected applicant false hope.

Third, emphasize what you can do or have done rather than what you cannot do. Say “We sell exclusively through retailers, and the one nearest you that carries our merchandise is . . .” rather than “We are unable to serve you, so please call your nearest dealer.” Also, by implying the bad news, you may not need to actually state it, thereby making the bad news less personal (“Our development budget for next year is fully committed to our existing slate of projects”). By focusing on the facts and implying the bad news, you make the impact less personal.

When implying bad news, however, be sure your audience will be able to grasp the entire message—including the bad news. Withholding negative information or overemphasizing positive information is unethical and unfair to your reader. If an implied message might lead to uncertainty, state your decision in direct terms. Just be sure to avoid overly blunt statements that are likely to cause pain and anger:

Instead of This Write This

I must refuse your request. I will be out of town on the day you need me.

We must deny your application. The position has been �illed.

I am unable to grant your request. Contact us again when you have established . . .

We cannot afford to continue the program. The program will conclude on May 1.

Much as I would like to attend . . . Our budget meeting ends too late for me to attend.

We must turn down your extension request. Please send in your payment by June 14.

CLOSING ON A RESPECTFUL NOTE

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As with the direct approach, the close in the indirect approach offers an opportunity to emphasize your respect for your audience, even though you’ve just delivered unpleasant news. Express best wishes without ending on a falsely upbeat note. If you can �ind a positive angle that’s meaningful to your audience, by all means consider adding it to your conclusion. However, don’t try to pretend that the negative news didn’t happen or that it won’t affect the reader. Suggest alternative solutions if such information is available and doing so is a good use of your time. If you’ve asked readers to decide between alternatives or to take some action, make sure that they know what to do, when to do it, and how to do it. Whatever type of conclusion you use, follow these guidelines:

Avoid an uncertain conclusion. If the situation or decision is �inal, avoid statements such as “I trust our decision is satisfactory,” which imply that the matter is open to discussion or negotiation.

Manage future correspondence. Encourage additional communication only if you’re willing to discuss the situation further. (If you’re not, avoid statements such as “If you have further questions, please write.”)

Express optimism, if appropriate. If the situation might improve in the future, share that with your readers if it’s relevant. However, don’t suggest the possibility of a positive change if you don’t have insight that it might happen.

Be sincere. Steer clear of clichés that are insincere in view of the bad news. (If you can’t help, don’t say, “If we can be of any help, please contact us.”)

Keep in mind that the close is the last thing audience members have to remember you by. Even though they’re disappointed, leave them with the impression that they were treated with respect.

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A positive close

Builds goodwill.

Offers a suggestion for action.

Provides a look toward the future.

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4 LEARNING OBJECTIVE Explain the importance of maintaining high standards of ethics and etiquette when delivering negative messages.

11.4 Maintaining High Standards of Ethics and Etiquette All business messages demand attention to ethics and etiquette, of course, but these considerations take on special importance when you are delivering bad news—for several reasons. First, a variety of laws and regulations dictate the content and delivery of many business messages with potentially negative content, such as the release of �inancial information by a public company. Second, negative messages can have a signi�icant negative impact on the lives of those receiving them. Even if the news is conveyed legally and conscientiously, good ethical practice demands that these situations be approached with care and sensitivity. Third, emotions often run high when negative messages are involved, for both the sender and the receiver. Senders need to manage their own emotions and consider the emotional state of their audiences.

For example, in a message announcing or discussing workforce cutbacks, you have the emotional needs of several stakeholder groups to consider. The employees who lost their jobs are likely to experience fear about their futures and possibly a sense of betrayal. The employees who kept their jobs are likely to feel anxiety about the long-term security of their jobs, the ability of company management to turn things around, and the level of care and respect the company has for its employees. These “survivors” may also feel guilty about keeping their jobs while some colleagues lost theirs. Outside the company, investors, suppliers, and segments of the community affected by the layoffs (such as retailers and homebuilders) will have varying degrees of �inancial interest in the outcome of the decision. Writing such messages requires careful attention to all these needs, while balancing respect for the departing employees with a positive outlook on the future.

The challenge of sending—and receiving—negative messages can tempt one to delay, downplay, or distort the bad news (see “Ethics Detective: Solving the Case of the Deceptive Soft Sell”).7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note7) However, doing so may be unethical and even illegal. In recent years, numerous companies have been sued by shareholders, consumers, employees, and government regulators for allegedly withholding or delaying negative information in such areas as company �inances, environmental hazards, and product safety. In many of these cases, the problem was slow, incomplete, or inaccurate communication between the company and external stakeholders. In others, problems stemmed from a reluctance to send or receive negative news within the organization.

Sharing bad news effectively requires commitment from everyone in the organization.

Effectively sharing bad news within an organization requires commitment from everyone involved. Employees must commit to sending negative messages when necessary and to do so in a timely fashion, even when that is unpleasant or dif�icult. Conversely, managers must commit to maintaining open communication channels, truly listening when employees have negative information to share and not punishing employees who deliver bad news.

Employees who observe unethical or illegal behavior within their companies and are unable to resolve the problems through normal channels may have no choice but to resort to whistleblowing (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11term4) , expressing their concerns internally through company ethics hotlines—or externally through social media or the news media if they perceive no other options. The decision to “blow the whistle” on one’s own employer is rarely easy or without consequences; more than 80 percent of whistleblowers in one survey said they were punished in some way for coming forward with their concerns.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note8) Although whistleblowing is sometimes characterized as “ratting on” colleagues or managers, it has an essential function. According to international business expert Alex MacBeath, “Whistleblowing can be an invaluable way to alert management to poor business practice within the workplace. Often whistleblowing can be the only way that information about issues such as rule breaking, criminal activity, cover-ups, and fraud can be brought to management’s attention before serious damage is suffered.”9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note9) Recognizing the value of this feedback, many companies have formal reporting mechanisms that give employees a way to voice ethical and legal concerns to management. Various government bodies have also instituted protections for whistleblowers, partly in recognition of the role that workers play in food safety and other vital areas.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note10)

Whistleblowing is a dif�icult decision for more employees to make, but it provides a vital element of feedback for managers.

For a reminder of successful strategies for creating negative messages, see “Checklist: Creating Negative Messages.”

ETHICS DETECTIVE

Solving the Case of the Deceptive Soft Sell

You and your colleagues are nervous. Sales have been declining for months, and you see evidence of budget tightening all over the place—the fruit and pastries have disappeared from the coffee stations, accountants are going over expense reports with magnifying glasses, and managers are slow to replace people who leave the company. Instant messages �ly around the of�ice; everyone wants to know if anyone has heard anything about layoffs.

The job market in your area is weak, and you know you might have to sell your house—in one of the weakest housing markets in memory—and move your family out of state if you need to �ind another position in your �ield. You’re ready to cope with the job loss, but you need as much time as possible. You breathe a sigh of relief when the following item from the CEO appears on the company’s internal blog:

With news of workforce adjustments elsewhere in our industry, we realize many of you are concerned about the possibility here. I’d like to reassure all of you that we remain con�ident in the company’s fundamental business strategy, and the executive team is examining all facets of company operations to ensure our continued �inancial strength.

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The message calms your fears. Should it?

ANALYSIS

A month later, the CEO announces a layoff of 20 percent of the company’s workforce—nearly 700 people. You’re shocked by the news because you felt reassured by the blog posting from last month. In light of what happened, you retrieve a copy of the newsletter and reread the CEO’s message. Does it seem ethical now? Why or why not? If you had been in charge of writing this newsletter item and your hands were tied because you couldn’t come out and announce the layoffs yet, how would you have rewritten the message?

CHECKLIST ✓ Creating Negative Messages A. Choose the better approach.

Consider using the direct approach when the audience is aware of the possibility of negative news, when the reader is not emotionally involved in the message, when you know that the reader would prefer the bad news �irst, when you know that �irmness is necessary, and when you want to discourage a response.

Consider using the indirect approach when the news is likely to come as a shock or surprise, when your audience has a high emotional investment in the outcome, and when you want to maintain a good relationship with the audience.

B. For the indirect approach, open with an effective buffer.

Establish common ground with the audience.

Validate the request, if you are responding to a request.

Don’t trivialize the reader’s concerns.

Don’t mislead the reader into thinking the coming news might be positive.

C. Provide reasons and additional information.

Explain why the news is negative.

Adjust the amount of detail to �it the situation and the audience.

Avoid explanations when the reasons are con�idential, excessively complicated, or irrelevant to the reader.

If appropriate, state how you plan to correct or respond to the negative news.

Seek the advice of company lawyers if you’re unsure what to say.

D. Clearly state the bad news.

State the bad news as positively as possible, using tactful wording.

To help protect readers’ feelings, deemphasize the bad news by minimizing the space devoted to it, subordinating it, or embedding it.

If your response might change in the future if circumstances change, explain the conditions to the reader.

Emphasize what you can do or have done rather than what you can’t or won’t do.

E. Close on a respectful note.

Express best wishes without being falsely positive.

Suggest actions readers might take, if appropriate, and provide them with necessary information.

Encourage further communication only if you’re willing to discuss the situation further.

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5 LEARNING OBJECTIVE Describe successful strategies for sending negative messages on routine business matters.

11.5 Sending Negative Messages on Routine Business Matters Professionals and companies receive a wide variety of requests and cannot respond positively to every single one. In addition, mistakes and unforeseen circumstances can lead to delays and other minor problems that occur in the course of business. Occasionally, companies must send negative messages to suppliers and other parties. Whatever the purpose, crafting routine negative responses and messages quickly and graciously is an important skill for every businessperson.

MAKING NEGATIVE ANNOUNCEMENTS ON ROUTINE BUSINESS MATTERS On occasion managers need to make unexpected announcements of a negative nature. For example, a company might decide to consolidate its materials purchasing with fewer suppliers and thereby need to tell several �irms it will no longer be buying from them. Internally, management may need to announce the elimination of an employee bene�it or other changes that employees will view negatively.

Except in the case of minor changes, the indirect approach is usually the better choice. Follow the steps outlined for indirect messages: Open with a buffer that establishes some mutual ground between you and the reader, advance your reasoning, announce the change, and close with as much positive information and sentiment as appropriate under the circumstances.

Negative announcements on routine business matters usually should be handled with the indirect approach because the news is unexpected.

REJECTING SUGGESTIONS AND PROPOSALS Managers receive a variety of suggestions and proposals, both solicited and unsolicited, from internal and external sources. For an unsolicited proposal from an external source, you may not even need to respond if you don’t already have a working relationship with the sender. However, if you need to reject a proposal you solicited, you owe the sender an explanation, and because the news will be unexpected, the indirect approach is better. In general, the closer your working relationship, the more thoughtful and complete you need to be in your response. For example, if you are rejecting a proposal from an employee, explain your reasons fully and carefully so that the employee can understand why the proposal was not accepted and so that you don’t damage an important working relationship.

REFUSING ROUTINE REQUESTS When you are unable to meet a request, your primary communication challenge is to give a clear negative response without generating negative feelings or damaging either your personal reputation or the company’s. As simple as such messages may appear to be, they can test your skills as a communicator because you often need to deliver negative information while maintaining a positive relationship with the other party.

When turning down an invitation or a request for a favor, consider your relationship with the reader.

The direct approach works best for most routine negative responses. It not only helps your audience get your answer quickly and move on to other possibilities, it also helps you save time because messages with the direct approach are often easier to write than those with the indirect approach.

The indirect approach works best when the stakes are high for you or for the receiver, when you or your company has an established relationship with the person making the request, or when you’re forced to decline a request that you might have accepted in the past (see Figure 11.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec15#ch11�ig3) ).

Consider the following points as you develop your routine negative messages:

Manage your time carefully; focus on the most important relationships and requests.

If the matter is closed, don’t imply that it’s still open by using phrases such as “Let me think about it and get back to you” as a way to delay saying no.

Offer alternative ideas if you can, particularly if the relationship is important.

Don’t imply that other assistance or information might be available if it isn’t.

If you aren’t in a position to offer additional information or assistance, don’t imply that you are.

HANDLING BAD NEWS ABOUT TRANSACTIONS Bad news about transactions is always unwelcome. When you send such messages, you have three goals: (1) modify the customer’s expectations, (2) explain how you plan to resolve the situation, and (3) repair whatever damage might have been done to the business relationship.

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The speci�ic content and tone of each message can vary widely, depending on the nature of the transaction and your relationship with the customer. Telling an individual consumer that his new sweater will be arriving a week later than you promised is much simpler than telling Toyota that 30,000 transmission parts will be a week late, especially if you know the company will be forced to idle a multimillion-dollar production facility as a result.

Some negative messages regarding transactions carry signi�icant �inancial and legal rami�ications.

If you haven’t done anything speci�ic to set the customer’s expectations—such as promising delivery within 24 hours—the message simply needs to inform the customer of the situation, with little or no emphasis on apologies (see Figure 11.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec15#ch11�ig4) on page 292 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec15#page_292) ).

If you did set the customer’s expectations and now �ind that you can’t meet them, your task is more complicated. In addition to resetting those expectations and explaining how you’ll resolve the problem, you should include an apology as part of your message. The scope of the apology depends on the magnitude of the mistake. For the customer who ordered the sweater, a simple apology followed by a clear statement of when the sweater will arrive would probably be suf�icient. For larger business-to-business transactions, the customer may want an explanation of what went wrong to determine whether you’ll be able to perform as you promise in the future.

Your approach to bad news about business transactions depends on what you’ve done previously to set the customer’s expectations.

To help repair the damage to the relationship and encourage repeat business, many companies offer discounts on future purchases, free merchandise, or other considerations. However, you don’t always have a choice. Business-to-business purchasing contracts often include performance clauses that legally entitle the customer to discounts or other restitution in the event of late delivery. To review the concepts covered in this section, see “Checklist: Handling Bad News About Transactions.”

If you’ve failed to meet expectations that you set for the customer, you should include an element of apology.

Figure 11.3 Effective Letter Declining a Routine Request

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In declining a request to use her company’s facilities, May Yee Kwan took note of the fact that her company has a long-standing relationship with the college and wants to maintain that positive relationship. Because the news is unexpected based on past experience, she chose an indirect approach to build up to her announcement.

Figure 11.4 Effective Negative Message Regarding a Transaction

This message, which is a combination of good and bad news, uses the indirect approach—with the good news serving as a buffer for the bad news. In this case, the customer wasn’t promised delivery by a certain date, so the writer simply informs the customer when to expect the rest of the order. The writer also takes steps to repair the relationship and encourage future business with her �irm.

REFUSING CLAIMS AND REQUESTS FOR ADJUSTMENT

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Customers who make a claim or request an adjustment tend to be emotionally involved, so the indirect approach is usually the better choice when you are denying such a request. Your delicate task is to avoid accepting responsibility for the unfortunate situation and yet avoid blaming or accusing the customer. To steer clear of these pitfalls, pay special attention to the tone of your letter. Demonstrate that you understand and have considered the complaint carefully, and then rationally explain why you are refusing the request. Close on a respectful and action-oriented note (see Figure 11.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec15#ch11�ig5) ). And be sure to respond quickly. With so many instantaneous media choices at their disposal, some angry consumers will take their complaints public if they don’t hear back from you within a few days or even a few hours.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note11)

Use the indirect approach in most cases of refusing a claim.

MOBILE APPS

Pocket Letter Pro includes templates for a variety of letter types to simplify writing business letters on your mobile device.

CHECKLIST ✓ Handling Bad News About Transactions

Reset the customer’s expectations regarding the transaction.

Explain what happened and why, if appropriate.

Explain how you will resolve the situation.

Repair any damage done to the business relationship, perhaps offering future discounts, free merchandise, or other considerations.

Offer a professional, businesslike expression of apology if your organization made a mistake.

Figure 11.5 Message to Refuse a Claim

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Vera Shoemaker diplomatically refuses this customer’s request for a new saw blade. Without blaming the customer (even though the customer clearly made a mistake), she points out that the saw blade is not intended to cut steel, so the warranty doesn’t cover a replacement in this instance.

If you deal with enough customers over a long enough period, chances are you’ll get a request that is particularly outrageous. You might even be positive that the person is not telling the truth. However, you need to control your emotions and approach the situation as calmly as possible to avoid saying or writing anything that the recipient might interpret as defamation (see page 27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch1lev1sec24#page_27) in Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) ). To avoid being accused of defamation, follow these guidelines:

Avoid any kind of abusive language or terms that could be considered defamatory.

Provide accurate information and stick to the facts.

Never let anger or malice motivate your messages.

Consult your company’s legal advisers whenever you think a message might have legal consequences.

When refusing a claim

Demonstrate your understanding of the complaint.

Explain your refusal.

Suggest alternative action.

You can help avoid committing defamation by not responding emotionally or abusively.

CHECKLIST ✓ Refusing Claims

Use the indirect approach because the reader is expecting or hoping for a positive response.

Indicate your full understanding of the nature of the complaint.

Explain why you are refusing the request, without hiding behind company policy.

Provide an accurate, factual account of the transaction.

Emphasize ways things should have been handled rather than dwell on the reader’s negligence.

Avoid any appearance of defamation.

Avoid expressing personal opinions.

End with a positive, friendly, helpful close.

Make any suggested action easy for readers to comply with.

Communicate honestly and make sure you believe what you’re saying is true.

Emphasize a desire for a good relationship in the future.

Keep in mind that nothing positive can come out of antagonizing a customer, even one who has verbally abused you or your colleagues. Reject the claim or request for adjustment in a professional manner and move on to the next challenge. For a brief review of the tasks involved when refusing claims, see “Checklist: Refusing Claims.”

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6 LEARNING OBJECTIVE List the important points to consider when conveying negative organizational news.

11.6 Sending Negative Organizational News The messages described in the previous section deal with internal matters or individual interactions with external parties. From time to time, managers must also share negative information with the public at large, and sometimes respond to negative information as well. Most of these scenarios have unique challenges that must be addressed on a case-by-case basis, but the general advice offered here applies to all of them. One key difference among all these messages is whether you have time to plan the announcement. The following section addresses negative messages you do have time to plan for, and “Communicating in a Crisis,” later in the chapter, offers advice on communication during emergencies.

COMMUNICATING UNDER NORMAL CIRCUMSTANCES Businesses must at times send a range of negative messages regarding their ongoing operations. As you plan such messages, take extra care to consider all your audiences and their unique needs. Keep in mind that a signi�icant negative event such as a plant closing can affect hundreds or thousands of people in multiple stakeholder groups. Employees need to �ind new jobs, get training in new skills, or perhaps get emergency �inancial help. If many of your employees plan to move in search of new jobs, school districts may have to adjust budgets and staf�ing levels. Your customers need to �ind new suppliers. Your suppliers may need to �ind other customers of their own. Government agencies may need to react to everything from a decrease in tax revenues to an in�lux of people seeking unemployment bene�its.

Negative organizational messages to external audiences can require extensive planning.

When making negative announcements, follow these guidelines:

Match your approach to the situation. A modest price increase won’t shock most customers, so the direct approach is �ine. However, canceling a product that people count on is another matter, so building up to the news via the indirect approach might be better.

Consider the unique needs of each group. As the plant closing example illustrates, various people have different information needs.

Give people as much time as possible to react to negative organizational news.

Give each audience enough time to react as needed. Negative news often requires readers to make decisions or take action in response, so don’t increase their stress by not providing any warning.

Give yourself enough time to plan and manage a response. Chances are you’re going to be hit with complaints, questions, or product returns after you make your announcement, so make sure you’re ready with answers and additional follow-up information.

Look for positive angles, but don’t exude false optimism. If eliminating a seldom-used employee bene�it means the company can invest more in advertising, by all means promote that positive angle. On the other hand, laying off 10,000 people does not give them “an opportunity to explore new horizons.” It’s a traumatic event that can affect employees, their families, and their communities for years. The best you may be able to do is to thank people for their past support and wish them well in the future.

Seek expert advice if you’re not sure. Many signi�icant negative announcements have important technical, �inancial, or legal elements that require the expertise of lawyers, accountants, or other specialists.

Negative situations will test your skills as a communicator and leader. Inspirational leaders try to seize such opportunities as a chance to reshape or reinvigorate the organization, and they offer encouragement to those around them (see Figure 11.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec21#ch11�ig6) ).

Ask for legal help and other assistance if you’re not sure how to handle a signi�icant negative announcement.

Figure 11.6 Internal Message Providing Bad News About Company Operations

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The cancellation of a major development project before completion can be a traumatic event for a company’s employees. People who worked on the project are likely to feel that all their time and energy were wasted and worry that their jobs are in jeopardy. Employees who didn’t work on the project might worry about the company’s �inancial health and the stability of their own jobs. Such messages are therefore prime candidates for the indirect approach. Note how much more effectively the revised version manages the reader’s emotions from beginning to end.

RESPONDING TO NEGATIVE INFORMATION IN A SOCIAL MEDIA ENVIRONMENT

REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

Positive ways to engage when you pick up negative social commentary

Aetna’s Lauren Vargas talks about the challenges of moving a large corporation in a heavily regulated industry (health insurance) into social media, including the best ways to respond to negative comments online. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

For all the bene�its they bring to business, social media and other communication technologies have created a major new challenge: responding to online rumors, false information, and attacks on a company’s reputation. Customers who believe they have been treated unfairly like these sites and tools because they can use the public exposure as leverage. Many companies appreciate the feedback, too, and many actively seek out complaints to improve their products and operations.

Responding effectively to rumors and negative information in social media requires continual engagement with stakeholders and careful decision making about which messages should get a response.

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However, false rumors and both fair and unfair criticisms can spread around the world in a matter of minutes. Responding to rumors and countering negative information requires an ongoing effort and case-by-case decisions about which messages require a response. Follow these four steps:12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note12)

Engage early, engage often. Perhaps the most important step in responding to negative information has to be done before the negative information appears, and that is to engage with communities of stakeholders as a long-term strategy. Companies that have active, mutually bene�icial relationships with customers and other interested parties are less likely to be attacked unfairly online and more likely to survive such attacks if they do occur. In contrast, companies that ignore constituents or jump into “spin doctoring” mode when a negative situation occurs don’t have the same credibility as companies that have done the long, hard work of fostering relationships within their physical and online communities.

Monitor the conversation. If people are interested in what your company does, chances are they are blogging, tweeting, podcasting, posting videos, writing on Facebook walls, and otherwise sharing their opinions. Use the available technologies to listen to what people are saying.

Evaluate negative messages. When you encounter negative messages, resist the urge to �ire back immediately. Instead, evaluate the source, the tone, and the content of the message—and then choose a response that �its the situation. For example, the Public Affairs Agency of the U.S. Air Force groups senders of negative messages into four categories: “trolls” (those whose only intent is to stir up con�lict), “ragers” (those who are just ranting or telling jokes), “the misguided” (those who are spreading incorrect information), and “unhappy customers” (those who have had a negative experience with the Air Force).

Respond appropriately. After you have assessed a negative message, make the appropriate response based on an overall public relations plan. The Air Force, for instance, doesn’t respond to trolls or ragers, responds to misguided messages with correct information, and responds to unhappy customers with efforts to rectify the situation and reach a reasonable solution. In addition to replying promptly, make sure your response won’t make the situation even worse. For example, taking legal action against critics, even if technically justi�ied, can rally people to their defense and create a public relations nightmare. In some instances, the best response can be to contact a critic privately (through direct messaging on Twitter, for example) to attempt a resolution away from the public forum.

MOBILE APPS

The Yelp mobile app is an easy way to keep the consumer review site at your �ingertips—and to monitor what’s being said about your business.

Whatever you do, keep in mind that positive reputations are an important asset and need to be diligently guarded and defended. Everybody has a voice now, and some of those voices don’t care to play by the rules of ethical communication.

REAL-TIME UPDATES

LEARN MORE BY READING THIS INFOGRAPHIC

Decide how to respond to online reputation attacks

This �lowchart embodies the rumor-response process used by the U.S. Air Force. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

COMMUNICATING IN A CRISIS Some of the most critical instances of business communication occur during crises, which can include industrial accidents, crimes or scandals involving company employees, on-site hostage situations, terrorist attacks, information theft, product tampering incidents, and �inancial calamities. During a crisis, customers, employees, local communities, and others will demand information. In addition, rumors can spread unpredictably and uncontrollably. You can also expect the news media to descend quickly, asking questions of anyone they can �ind.

TABLE 11.3 How to Communicate in a Crisis

WHEN A CRISIS HITS

Do Don’t

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WHEN A CRISIS HITS

Do Don’t

Prepare for trouble ahead of time by identifying potential problems, appointing and training a response team, and preparing and testing a crisis management plan.

Get top management involved immediately.

Set up a news center for company representatives and the media that is equipped with phones, computers, and other electronic tools for preparing news releases and online updates. At the news center, take the following steps:

Issue frequent news updates, and have trained personnel available to respond to questions around the clock.

Provide complete information packets to the media as soon as possible.

Prevent con�licting statements, and provide continuity by appointing a single person trained in advance to speak for the company.

Tell receptionists and other employees to direct all phone calls to the designated spokesperson in the news center.

Provide updates when new information is available via blog postings, Twitter updates, text messaging, Facebook, and other appropriate media.

Tell the whole story—openly, completely, and honestly. If you are at fault, apologize.

Demonstrate the company’s concern by your statements and your actions.

Blame anyone for anything.

Speculate in public.

Refuse to answer questions.

Release information that will violate anyone’s right to privacy.

Use the crisis to pitch products or services.

Play favorites with media representatives.

The key to successful communication efforts during a crisis is having a crisis management plan (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11term2) . In addition to de�ining operational procedures to deal with the crisis, this plan outlines communication tasks and responsibilities, which can include everything from media contacts to news release templates (see Table 11.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec21#ch11tab3) ). The plan should clearly specify which people are authorized to speak for the company, provide contact information for all key executives, and include a list of the news outlets and social media tools that will be used to disseminate information.

Anticipation and planning are key to successful communication in a crisis.

Although you can’t predict catastrophes, you can prepare for them. Analysis of corporate crises over the past several decades reveals that companies that respond quickly with the information people need tend to fare much better in the long run than those that go into hiding or release inconsistent or incorrect information.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note13)

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7 LEARNING OBJECTIVE Describe successful strategies for sending negative employment-related messages.

11.7 Sending Negative Employment Messages As a manager, you will �ind yourself in a variety of situations in which you have to convey bad news to individual employees or potential employees. Recipients often have an emotional stake in your message, so taking the indirect approach is usually advised. In addition, use great care in choosing media for these messages. For instance, email and other written forms let you control the message and avoid personal confrontation, but one-on-one conversations are often viewed as more sensitive and give both sides the opportunity to ask and answer questions.

REFUSING REQUESTS FOR EMPLOYEE REFERENCES AND RECOMMENDATION LETTERS Managers may get requests for recommendation letters from other employers and from past employees. When sending refusals to prospective employers who have requested information about past employees, your message can be brief and direct:

This message doesn’t need to say, “We cannot comply with your request.” It simply gives the reader all the information that is allowable.

Refusing an applicant’s direct request for a recommendation letter is another matter. Any refusal to cooperate may seem to be a personal slight and a threat to the applicant’s future. Diplomacy and preparation help readers accept your refusal:

This message tactfully avoids hurting the reader’s feelings because it makes positive comments about the reader’s recent activities, implies the refusal, suggests an alternative, and uses a polite close.

REFUSING SOCIAL NETWORKING RECOMMENDATION REQUESTS Making recommendations in a social networking environment is more complicated than with a traditional recommendation letter because the endorsements you give become part of your online pro�ile. On a network such as LinkedIn, others can see whom you’ve recommended and what you’ve written about these people. Much more so than with traditional letters, then, the recommendations you make in a social network become part of your personal brand.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note14) Moreover, networks make it easy to �ind people and request recommendations, so you are likely to get more requests than you would have otherwise—and sometimes from people you don’t know well.

Fortunately, social networks give you a bit more �lexibility when responding to these requests. You can simply ignore or delete the request—some people make it personal policy to ignore requests from networkers they don’t know. Of course, if you do know someone, ignoring a request could create an uncomfortable situation, so you will need to decide each case based on your relationship with the person. Another option is to refrain from making recommendations at all, and just letting people know this policy when they ask. Whatever you decide, remember that it is your choice.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note15)

Social networks have created new challenges in recommendation requests, but they also offer more �lexibility in responding to these requests.

If you choose to make recommendations and want to respond to a request, you can write as much or as little information about the person as you are comfortable sharing. Unlike the situation with an of�line recommendation, you don’t need to write a complete letter. You can write a briefer statement, even just a single sentence that focuses on one positive aspect.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note16) This �lexibility allows you to respond positively in those situations in which you have mixed feelings about a person’s overall abilities.

Poorly written rejection letters tarnish your company’s reputation and can even invite legal troubles.

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REJECTING JOB APPLICATIONS Application rejections are routine communications, but saying no is never easy, and recipients are emotionally invested in the decision. Moreover, companies must be aware of the possibility of employment discrimination lawsuits, which have been on the rise in recent years.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note17) Of course, having fair and nondiscriminatory hiring practices is essential, but rejections must also be written in a way that doesn’t inadvertently suggest any hint of discrimination. Expert opinions differ on the level of information to include in a rejection message, but the safest strategy is to avoid sharing any explanations for the company’s decision and to avoid making or implying any promises of future consideration (see Figure 11.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec25#ch11�ig7) ):18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note18)

Personalize the email message or letter by using the recipient’s name. For example, mail merge makes it easy to insert each recipient’s name into a form letter.

Figure 11.7 Effective Message Rejecting a Job Applicant

This message rejecting a job applicant takes care to avoid making or implying any promises about future opportunities, beyond inviting the person to apply for positions that may appear in the future. Note that this would not be appropriate if the company did not believe the applicant was a good �it for the company in general.

Open with a courteous expression of appreciation for having applied. In a sense, this is like the buffer in an indirect message because it gives you an opportunity to begin the conversation without immediately and bluntly telling the reader that his or her application has been rejected.

Convey the negative news politely and concisely. The passive voice is helpful in this situation because it shifts focus away from the people involved and thereby depersonalizes the response. For example, “Your application was not among those selected for an interview” is less blunt than the active phrase “We have rejected your application.”

Avoid explaining why an applicant was rejected or why other applicants were chosen instead. Although it was once more common to offer such explanations, and some experts still advocate this approach, the simplest strategy from a legal standpoint is to avoid offering reasons for the decision. Avoiding explanations lowers the possibility that an applicant will perceive discrimination in the hiring decision or be tempted to challenge the reasons given.

Don’t state or imply that the application will be reviewed at a later date. Saying that “we will keep your résumé on �ile for future consideration” can create false hopes for the recipient and leave the company vulnerable to legal complaints if a future hiring decision is made without actually reviewing this candidate’s application again. If the candidate might be a good �it for another position in the company in the future, you can suggest he or she reapply if a new job opening is posted.

Close with positive wishes for the applicant’s career success. A brief statement such as “We wish you success in your career” is suf�icient.

Naturally, you should adjust your tactics to the circumstances. A simple and direct message is �ine when someone has only submitted a job application, but rejecting a candidate who has made it at least partway through the interview process requires greater care. Personal contact has already been established through the interview process, so a phone call may be more appropriate.

GIVING NEGATIVE PERFORMANCE REVIEWS Performance reviews (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11term3) are designed to clarify job requirements, give employees feedback on their performance relative to those requirements, and establish a personal plan of action to ensure continued performance in the future. Performance reviews also help companies set organizational standards and communicate organizational values.19

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(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note19) In addition, they document evidence of performance in the event that disciplinary action is needed or an employee later disputes management decisions regarding pay or promotions.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note20)

An important goal of any performance evaluation is to give the employee a plan of action for improving his or her performance.

The worst possible outcome in an annual review is a negative surprise, such as when an employee has been working toward different goals than the manager expects or has been unknowingly underperforming throughout the year but didn’t receive any feedback or improvement coaching along the way.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note21) To avoid negative surprises, managers should provide regular feedback and coaching as needed throughout the year if employee performance falls below expectations. In fact, some companies have gone so far as to abandon the traditional performance review altogether. The online retailer Zappos, for example, has replaced annual performance reviews with frequent status reports that give employees feedback on routine job tasks and an annual assessment of how well each employee embodies the company’s core values.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note22)

By giving employees clear goals and regular feedback, you can help avoid unpleasant surprises in a performance review.

Regardless of the speci�ic approach a company takes, writing an effective performance review requires careful, objective assessment and a clear statement of how well an employee has done relative to agreed-upon goals. If you need to write a review that includes negative information, keep the following points in mind:23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note23)

Document performance problems. You will need this information in order to write an effective appraisal and to support any decisions that need to be made about pay, promotions, or termination.

Evaluate all employees consistently. Consistency is not only fair but also helps protect the company from claims of discriminatory practices.

Write in a calm, objective voice. The employee is not likely to welcome your negative assessment, but you can manage the emotions of the situation by maintaining professional reserve in your writing.

Focus on opportunities for improvement. This information can serve as the foundation for an improvement plan for the coming year.

Keep job descriptions up to date. If a job evolves over time in response to changes in the business, the employees’ current activities may no longer match an outdated job description.

Negative evaluations should provide careful documentation of performance concerns.

TERMINATING EMPLOYMENT If an employee’s performance cannot be brought up to company standards or if factors such as declining sales cause a reduction in the workforce, a company often has no choice but to terminate employment. As with other negative employment messages, termination is fraught with emotions and legal rami�ications, so careful planning, complete documentation, and sensitive writing are essential.

Termination messages should always be written with input from the company’s legal staff, but here are general writing guidelines to bear in mind:24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note24)

Clearly present the reasons for this dif�icult action, whether it is the employee’s performance or a business decision unrelated to performance.

Make sure the reasons are presented in a way that cannot be construed as unfair or discriminatory.

Follow company policy, contractual requirements, and applicable laws to the letter.

Avoid personal attacks or insults of any kind.

Carefully word a termination message to avoid creating undue ill will and grounds for legal action.

Ask another manager to review the letter before issuing it. An objective reviewer who isn’t directly involved might spot troublesome wording or faulty reasoning.

Deliver the termination letter in person if at all possible. Arrange a meeting that will ensure privacy and freedom from interruptions.

Any unplanned termination is clearly a negative outcome for both employer and employee, but careful attention to content and tone in the termination message can help the employee move on gracefully and minimize the misunderstandings and anger that can lead to expensive lawsuits. To review the tasks involved in this type of message, see “Checklist: Writing Negative Employment Messages.” For the latest information on writing negative messages, visit http://real-

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timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) .

CHECKLIST ✓ Writing Negative Employment Messages A. Refusing requests for employee references and recommendations

Don’t feel obligated to write a recommendation letter if you don’t feel comfortable doing so.

Take a diplomatic approach to minimize hurt feelings.

Compliment the reader’s accomplishments.

Suggest alternatives, if available.

Use the options available to you on social networks, such as ignoring a request from someone you don’t know or writing a recommendation on a single positive attribute.

B. Rejecting job applicants

If possible, respond to all applications, even if you use only a form message to acknowledge receipt.

If you use the direct approach, take care to avoid being blunt or cold.

If you use the indirect approach, don’t mislead the reader in your buffer or delay the bad news for more than a sentence or two.

Avoid explaining why the applicant was rejected.

Suggest alternatives if possible.

C. Giving negative performance reviews

Document performance problems throughout the year.

Evaluate all employees consistently.

Keep job descriptions up to date as employee responsibilities change.

Maintain an objective and unbiased tone.

Use nonjudgmental language.

Focus on problem resolution.

Make sure negative feedback is documented and shared with the employee.

Don’t avoid confrontations by withholding negative feedback.

Ask the employee for a commitment to improve.

D. Terminating employment

State your reasons accurately and make sure they are objectively veri�iable.

Avoid statements that might expose your company to a wrongful termination lawsuit.

Consult company lawyers to clarify all terms of the separation.

Deliver the letter in person if at all possible.

End the relationship on terms as positive as possible.

COMMUNICATION CHALLENGES AT Hailo As Hailo expands around the world, it faces the challenges every growing business faces. You recently joined the company as an app development manager in the New York of�ice. Use what you’ve learned in this chapter to address the following challenges.

INDIVIDUAL CHALLENGE: Another manager stopped by this morning with a request to borrow two of your best programmers for a three-week emergency. Under normal conditions, you wouldn’t hesitate to help, but your team has its own scheduling challenges to deal with. Plus, this isn’t the �irst time this manager has run into trouble, and you suspect that poor project management is the reason. In one or two sentences, diplomatically state your refusal to help while suggesting that your colleague’s management skills need to be improved.

TEAM CHALLENGE: You’ve found it easy to say yes to recommendation letter requests from former employees who were top performers, and you’ve learned to say no to those people who didn’t perform so well. The requests you struggle with are from employees in the middle—people who didn’t really excel but didn’t really cause any trouble either. You’ve just received a request from a computer systems specialist who falls smack in the middle of the middle. Unfortunately, he’s applying for a job at a �irm that you know places high demands on its employees and generally hires the best of the best. He’s a great person, and you’d love to help, but in your heart you know that if by some chance he does get the job, he probably won’t last. Plus, you don’t want to get a reputation in the industry for recommending weak candidates. With your team, brainstorm a sensitive but effective buffer that will help you set the stage for the negative news.

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Quick Learning Guide

KEY TERMS buffer A neutral, noncontroversial statement that establishes common ground with the reader in an indirect negative message crisis management plan Plan that de�ines operational procedures to deal with a crisis, including communication tasks and responsibilities performance review Employee evaluation procedure giving feedback on performance and guidance for future efforts whistleblowing Efforts by employees to report concerns about unethical or illegal behavior

SUMMARY OF LEARNING OBJECTIVES 1 Apply the three-step writing process to negative messages. Because the way you convey negative information can be as damaging as the fact that you’re conveying it, planning negative messages carefully is crucial. Make sure your purpose is speci�ic, necessary, and appropriate for the medium you’ve chosen. Find out how your audience prefers to receive bad news. Collect all the facts necessary to support your negative decision, and adapt your tone to the situation as well as to your audience. Negative messages may be organized according to the direct or the indirect approach, and your choice depends on audience preference as well as on the situation. In addition, carefully choose positive words to construct diplomatic sentences. Finally, revision, design, and proofreading are necessary to ensure that you are saying exactly what you want to say in the best possible way and that careless errors don’t aggravate an already emotional situation.

2 Explain how to use the direct approach effectively when conveying negative news. The direct approach to negative messages puts the bad news up front, follows with the reasons (and perhaps offers an alternative), and closes with a respectful statement that is as positive as possible under the circumstances. Use the direct approach when you know your audience prefers receiving bad news up front or if the bad news will cause readers relatively little pain or disappointment. Otherwise, use the indirect approach. Even though it is direct, however, don’t use the direct approach as a license to be rude or overly blunt.

3 Explain how to use the indirect approach effectively when conveying negative news. The indirect approach for negative messages begins with a buffer (a neutral or positive statement to establish common ground with the reader), explains the reasons leading up to the decision or news, clearly states the negative news without unduly emphasizing it, and closes with a respectful statement. When using the indirect approach, you need to be careful to avoid obscuring the bad news or misleading your audience into thinking you’re actually delivering good news. The key to avoiding both problems is remembering that the purpose of the indirect approach is to cushion the blow, not to avoid delivering it. When using a buffer, you must be sure it is neither deceptive nor insincere. To write an effective buffer, look for opportunities to express your appreciation for being considered, to assure your reader of your attention to the request, or to indicate your understanding of the reader’s needs.

4 Explain the importance of maintaining high standards of ethics and etiquette when delivering negative messages. Ethics and etiquette are important in every message, of course, but they take on particular signi�icance with negative messages for three reasons. First, in many cases, the communicator needs to adhere to a variety of laws and regulations when delivering negative messages. Second, good ethical practice demands care and sensitivity in the content and delivery of negative messages, as these messages can have a profoundly negative effect on the people who receive them. Third, communicators need to manage their own emotions when crafting and distributing negative messages while at the same time considering the emotional needs of their audiences.

5 Describe successful strategies for sending negative messages on routine business matters. When making negative announcements on routine business matters, the indirect approach is usually preferred, although the direct approach can work for minor issues. When rejecting suggestions and proposals, tailor the approach to the situation. An unsolicited proposal from an external source doesn’t need as much of your attention as a solicited proposal from an internal source, for example. For refusing routine requests, the direct approach is usually suf�icient, except when the matter at hand is signi�icant, you or your company have an established relationship with the person making the request, or you’re forced to decline a request that you might have said yes to in the past.

When conveying bad news about transactions, you need to modify the customer’s expectations, explain how you plan to resolve the situation, and repair whatever damage might have been done to the business relationship. Whether you should apologize depends in part on the magnitude of the situation and whether you previously established speci�ic expectations about the transaction.

When refusing a claim or a request for adjustment, the indirect approach is usually preferred because the other party is emotionally involved and expects you to respond positively. Demonstrate that you understand and have considered the complaint carefully and then rationally and calmly explain why you are refusing the request.

6 List the important points to consider when conveying negative organizational news. Public communications about various organization matters fall into two categories: those you can plan for (and therefore have more time to prepare messages) and crises that hit without warning. The �irst category includes a variety of announcements, from relatively minor matters such as price increases to major matters such as layoffs and bankruptcy proceedings. For these messages, be sure to match your approach to the situation, consider the unique needs of each audience group, give each audience enough time to react as needed, give yourself enough time to plan and manage a response, look for positive angles but don’t exude false optimism, and seek expert advice on legal, �inancial, or technical matters if you’re not sure how to proceed.

To respond successfully to rumors and negative information in a social media environment, �irst be sure you are engaged with important stakeholders before negative situations appear. Second, monitor the conversations taking place about your company and its products. Third, when you see negative messages, evaluate them before responding. Fourth, after evaluating negative messages, take the appropriate response based on an overall public relations plan. Some messages are better ignored, whereas others should be addressed immediately with corrective information.

The second category of negative organizational news involves communication during times of crisis. Preparation is key for successful crisis management. Although you can’t anticipate the nature and circumstances of every possible crisis, you can prepare by deciding such issues as who is in charge of communications, where the press and the public can get information, and what will be said in likely emergency scenarios. A good crisis communication plan includes such items as email and phone lists for important media contacts, website templates for various emergency scenarios, and after-hours contact information for key personnel in the company.

7

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7 Describe successful strategies for sending negative employment-related messages. The indirect approach is usually the better choice for negative employment messages because the recipient is always emotionally involved, and the decisions are usually signi�icant. When refusing requests from other employers for performance-related information about past employees, your message can be brief and direct. Simply provide whatever information your company allows to be shared in these situations. Refusing a recommendation request directly from a former employee feels much more personal for the recipient, however, so the indirect approach is better. Responding to requests on social networks is somewhat easier because you have the option of recommending just one particular aspect of a person’s overall skill set, even if you can’t make an unquali�ied, overall endorsement.

Messages rejecting job applicants raise a number of emotional and legal issues and therefore must be approached with great care. Experts vary in their advice about how much information to include in these messages. However, the safest strategy is a brief message that opens with an expression of appreciation for being considered (which functions like a buffer in an indirect message), continues with a statement to the effect that the applicant was not chosen for the position applied for, and closes courteously without providing reasons for the rejection or making promises about future consideration.

Negative performance reviews should take care to document the performance problems, be sure that all employees are being evaluated consistently, be written in a calm and objective voice, and focus on opportunities for improvement. Moreover, they must be written with reference to accurate, current job descriptions that provide the basis for measuring employee performance.

Termination messages are the most challenging employment messages of all. They should clearly present the reasons for the decision, present the reasons in a way that cannot be construed as unfair or discriminatory, follow company policy and any relevant legal guidelines, and avoid personal attacks or insults of any kind. Asking a manager not directly involved in the situation to review your message can help you avoid troublesome wording or faulty reasoning. Finally, try to deliver the written message in person if possible.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

11-1. Why is it particularly important to select your medium and channel carefully and adapt your tone to your audience’s needs and preferences when writing a negative message? [LO-1]

11-2. Under what circumstances should you avoid offering explanations in negative indirect messages? [LO-2]

11-3. What is the sequence of presentation in a negative message that is organized using the indirect approach? [LO-3]

11-4. What is a buffer, and what steps must you take to ensure that buffers you write are ethical? [LO-3]

11-5. What is whistleblowing? [LO-4]

11-6. What steps can you take to minimize chances of being accused of defamation when refusing a claim or request for adjustment? [LO-5]

11-7. Why is it important to be engaged with stakeholders before trying to use social media during a crisis or other negative scenario? [LO-6]

11-8. What is a crisis management plan? [LO-6]

11-9. What are the �ive guidelines for giving negative performance reviews? [LO-7]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

11-10. Would you choose the direct or indirect approach to announce that a popular employee bene�it is being eliminated for cost reasons? Why? [LO-1]

11-11. Can you express sympathy with someone’s negative situation without apologizing for the circumstances? Explain your answer. [LO-2] 11-12. Is intentionally deemphasizing bad news the same as distorting graphs and charts to deemphasize unfavorable data? Why or why not? [LO-3] 11-13. Why is it important to be engaged with stakeholders before trying to use social media during a crisis or other negative scenario? [LO-6]

11-14. If your social media monitoring efforts pick up a tweet that accuses your customer service staff of lying and claims to have evidence to back it up, how would you respond? [LO-6]

11-15. How would you respond to a LinkedIn network connection who asks for a recommendation when you barely remember working with this person and don’t remember whether she was good at her job? [LO-7]

Practice Your Skills Messages for Analysis

Read the following messages and then (1) analyze the strengths and weaknesses of each sentence and (2) revise each message so that it follows this chapter’s guidelines.

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11-16. Message 11.A: Sending Negative Organizational News [LO-6]

From: M. Juhasz, Travel & Meeting Services To: [mailing list] Subject: Travel

Dear Traveling Executives:

We need you to start using some of the budget suggestions we are going to issue as a separate memorandum. These include using videoconference equipment and web conferencing instead of traveling to meetings, staying in cheaper hotels, arranging �lights for cheaper times, and �lying from less- convenient but also less-expensive suburban airports.

The company needs to cut travel expenses by �ifty percent, just as we’ve cut costs in all departments of Black & Decker. This means you’ll no longer be able to stay in fancy hotels and make last-minute, costly changes to your travel plans.

You’ll also be expected to avoid hotel surcharges for phone calls and Internet access. If the hotel you want to stay in doesn’t offer free wireless, go somewhere else. And never, NEVER return a rental car with an empty tank! That causes the rental agency to charge us a premium price for the gas they sell when they �ill it up upon your return. You’ll be expected to make these changes in your travel habits immediately.

Sincerely, M. Juhasz Travel & Meeting Services

11-17. Message 11.B: Refusing Requests for Claims and Adjustments [LO-5]

I am responding to your letter of about six weeks ago asking for an adjustment on your wireless hub, model WM39Z. We test all our products before they leave the factory; therefore, it could not have been our fault that your hub didn’t work.

If you or someone in your of�ice dropped the unit, it might have caused the damage. Or the damage could have been caused by the shipper if he dropped it. If so, you should �ile a claim with the shipper. At any rate, it wasn’t our fault. The parts are already covered by warranty.

However, we will provide labor for the repairs for $50, which is less than our cost, since you are a valued customer.

We will have a booth at the upcoming trade show there and hope to see you or someone from your of�ice. We have many new models of hubs, routers, and other computer gear that we’re sure you’ll want to see. I’ve enclosed our latest catalog. Hope to see you there.

11-18. Message 11.C: Rejecting Job Applications [LO-7]

I regret to inform you that you were not selected for our summer intern program at Equifax. We had over a thousand résumés and cover letters to go through and simply could not get to them all. We have been asked to notify everyone that we have already selected students for the 25 positions based on those who applied early and were quali�ied.

We’re sure you will be able to �ind a suitable position for summer work in your �ield and wish you the best of luck. We deeply regret any inconvenience associated with our reply.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Planning: Choosing the Direct or Indirect Approach [LO-1]

Select which approach you would use (direct or indirect) for the following negative messages.

11-19. An email message to your boss, informing her that one of your key clients is taking its business to a different accounting �irm 11-20. An email message to a customer, informing her that one of the books she ordered over the Internet is temporarily out of stock 11-21. An instant message to a customer, explaining that the DVD recorder he ordered for his new computer is on backorder and that, as a consequence, the

shipping of the entire order will be delayed 11-22. A blog post to all employees, notifying them that the company parking lot will be repaved during the �irst week of June and that the company will

provide a shuttle service from a remote parking lot during that period 11-23. A letter from a travel agent to a customer, stating that the airline will not refund her money for the �light she missed but that her tickets are valid for

one year 11-24. A form letter from a U.S. airline to a customer, explaining that the company cannot extend the expiration date of the customer’s frequent �lyer miles

even though the customer was living overseas for the past three years and unable to use the miles during that time 11-25. A letter from an insurance company to a policyholder, denying a claim for reimbursement for a special medical procedure that is not covered under the

terms of the customer’s policy 11-26. A letter from an electronics store, stating that the customer will not be reimbursed for a malfunctioning mobile phone that is still under warranty

(because the terms of the warranty do not cover damages to phones that were accidentally dropped from a moving car) 11-27. An announcement to the repairs department, listing parts that are on backorder and will be three weeks late 11-28. Message Strategies: Refusing Routine Requests [LO-4] As a customer service supervisor for a mobile phone company, you’re in charge of

responding to customers’ requests for refunds. You’ve just received an email from a customer who unwittingly ran up a $550 bill for data charges after forgetting to disable his smartphone’s WiFi hotspot feature. The customer says it wasn’t his fault because he didn’t know his roommates were using his phone to get free Internet access. However, you’ve dealt with this situation before and provided a notice to all customers to be careful about excess data charges resulting from the use of the hotspot capability. Draft a short buffer (one or two sentences) for your email reply, sympathizing with the customer’s plight but preparing him for the bad news (that company policy speci�ically prohibits refunds in such cases).

Etiquette: Communicating with Sensitivity and Tact; Collaboration: Team Projects [LO-4] Working alone, revise the following statements to deemphasize the bad news. Then team up with a classmate and read each other’s revisions. Did you both use the same approach in every case? Which approach seems to be most effective for each of the revised statements?

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11-29. The airline can’t refund your money. The “Conditions” section on the back of your ticket states that there are no refunds for missed �lights. Sometimes the airline makes exceptions, but only when life and death are involved. Of course, your ticket is still valid and can be used on a �light to the same destination.

11-30. I’m sorry to tell you, we can’t supply the custom decorations you requested. We called every supplier, and none of them can do what you want on such short notice. You can, however, get a standard decorative package on the same theme in time. I found a supplier that stocks these. Of course, it won’t have quite the �lair you originally requested.

11-31. We can’t refund your money for the malfunctioning MP3 player. You shouldn’t have immersed the unit in water while swimming; the users’ manual clearly states that the unit is not designed to be used in adverse environments.

11-32. Communication Ethics [LO-4] The insurance company where you work is planning to raise all premiums for health-care coverage. Your boss has asked you to read a draft of her letter to customers announcing the new, higher rates. The �irst two paragraphs discuss some exciting medical advances and the expanded coverage offered by your company. Only in the �inal paragraph do customers learn that they will have to pay more for coverage starting next year. What are the ethical implications of this draft? What changes would you suggest?

11-33. Sending Negative Organizational News [LO-6] Public companies occasionally need to issue news releases to announce or explain downturns in sales, pro�its, demand, or other business factors. Search the web to locate a company that has issued a press release that recently reported lower earnings or other bad news and access the news release on the �irm’s website. How does the headline relate to the main message of the release? Is the release organized according to the direct or the indirect approach? What does the company do to present the bad news in a favorable light—and does this effort seem sincere and ethical to you?

Expand Your Skills Critique the Professionals

Locate an example online of a negative-news message from any company. Possible examples include announcements of product recalls, poor �inancial results, layoffs, and �ines or other legal troubles. Analyze the approach the company took; was it the most effective strategy possible? Did the company apologize, if doing so would have been appropriate under the circumstances, and does the apology seem sincere? Does the tone of the message match the seriousness of the situation? Does the message end on a positive note, as appropriate? Using whatever medium your instructor requests, write a brief analysis of the message (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on writing messages that convey negative information. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

Negative Messages on Routine Business Matters

EMAIL SKILLS

11-34. Message Strategies: Rejecting Suggestions and Proposals; Communication Ethics: Making Ethical Choices [LO-5] Knowing how much online product reviews can shape consumer behavior, the other co-founder of your company has just circulated an internal email message with the not-so-subtle hint that everyone in your small startup should pose as happy customers and post glowing reviews of your new product on Amazon and other shopping sites. You’re horri�ied at the idea—not only is this highly unethical, but if (or more likely when) the scheme is exposed, the company’s reputation will be severely damaged.

Your task: You would prefer to address this in a private conversation, but because your partner has already pitched the idea to everyone via email, you have no choice but to respond via email as well. You need to act quickly before anyone acts on the suggestion. Write a response, explaining why this is a bad idea and telling employees not to do it. Keep in mind that you are chastising your business partner in front of all your employees. Make up any names or other details you need.

MICROBLOGGING SKILLS

11-35. Message Strategies: Making Routine Negative Announcements [LO-5] Professional musicians do everything they can to keep the show going, particularly for tours that are scheduled months in advance. However, illness and other unforeseeable circumstances can force an act to cancel shows, even after all the tickets have been sold.

Your task: Choose one of you favorite musical acts and assume that you are the tour manager who needs to tell 25,000 fans that an upcoming concert must be canceled because of illness. Ticket holders can apply for a refund at the artist’s website or keep their tickets for a future concert date, which will be identi�ied and announced as soon as possible. Write two tweets, one announcing the cancellation and one outlining the options for ticket holders. Make up any information you need, and send your tweets to your instructor via email (don’t actually tweet them!).

11-36. Message Strategies: Rejecting Suggestions and Proposals [LO-5] Walter Joss is one of the best employees in your department, a smart and hard worker with a keen mind for business. His upbeat attitude has helped the entire department get through some rough times recently, and on a personal level, his wise counsel helped you grow into a leadership role when you were promoted to marketing manager several years ago.

You generally welcome Joss’s input on the department’s operations, and you have implemented several of his ideas to improve the company’s marketing efforts. However, the proposal he emailed you yesterday was not his best work, to put it mildly. He proposed that the company dump the advertising agency it has used

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for a decade and replace it with some new agency you’ve never heard of. The only reasons he offered were that the agency “had become unresponsive” and that a “smaller agency could meet our needs better.” He failed to address any of the other criteria that are used to select advertising agencies, such as costs, creative skills, technical abilities, geographic reach, research capabilities, and media experience.

This is the �irst you’ve heard any criticism of the agency, and in fact, their work has helped your company increase sales every year.

Your task: Draft an email message to Joss, rejecting his proposal. (Note that in a real-life setting, you would want to discuss this with Joss in person, rather than through email, but use email for the purposes of this exercise.)

EMAIL SKILLS

11-37. Message Strategies: Making Routine Negative Announcements [LO-5] You’ve been proud of many things your gardening tool company has accomplished as it grew from just you working in your basement shop to a nationally known company that employs more than 200 people. However, nothing made you prouder than the company’s Helping Our Hometown Grow program, in which employees volunteer on company time to help residents in your city start their own vegetable gardens, using tools donated by the company. Nearly 50 employees participated directly, helping some 500 families supplement their grocery budgets with homegrown produce. Virtually everyone in the company contributed, though, because employees who didn’t volunteer to help in the gardens pitched in to cover the work responsibilities of the volunteers.

Sadly, 10 years after you launched the program, you have reached the inescapable conclusion that the company can no longer afford to keep the program going. With consumers around the country still struggling with the aftereffects of a deep recession, sales have been dropping for the past three years—even as lower cost competitors step up their presence in the market. To save the program, you would have to lay off several employees, but your employees come �irst.

Your task: Write an email to the entire company, announcing the cancellation of the program.

TELEPHONE SKILLS

11-38. Message Strategies: Making Routine Negative Announcements [LO-5] Vail Products of Toledo, Ohio, manufactured a line of beds for use in hospitals and other institutions that have a need to protect patients who might otherwise fall out of bed and injure themselves (including patients with cognitive impairments or patterns of spasms or seizures). These “enclosed bed systems” use a netted canopy to keep patients in bed rather than the traditional method of using physical restraints such as straps or tranquilizing drugs. The intent is humane, but the design is �lawed: At least 30 patients have become trapped in the various parts of the mattress and canopy structure, and 8 of them have suffocated.

Working with the U.S. Food and Drug Administration (FDA), Vail issued a recall on the beds, as manufacturers often do in the case of unsafe products. However, the recall is not really a recall. Vail will not be replacing or modifying the beds, nor will it accept returns. Instead, the company is urging institutions to move patients to other beds, if possible. Vail has also sent out revised manuals and warning labels to be placed on the beds. The company also announced that it is ceasing production of enclosed beds.

Your task: A �lurry of phone calls from concerned patients, family members, and institutional staff is overwhelming the support staff. As a writer in Vail’s corporate communications of�ice, you’ve been asked to draft a short script to be recorded on the company’s phone system. When people call the main number, they’ll hear “Press 1 for information regarding the recall of Model 500, Model 1000, and Model 2000 enclosed beds.” After they press 1, they’ll hear the message you’re about to write, explaining that although the action is classi�ied as a recall, Vail will not be accepting returned beds, nor will it replace any of the affected beds. The message should also assure customers that Vail has already sent revised operating manuals and warning labels to every registered owner of the beds in question. The phone system has limited memory, and you’ve been directed to keep the message to 75 words or less.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note25)

MICROBLOGGING SKILLS

11-39. Message Strategies: Making Routine Negative Announcements [LO-5] JetBlue was one of the �irst companies to incorporate the Twitter microblogging service into its customer communications, and thousands of �liers and fans now follow the airline’s Twittering staff members. Messages include announcements about fare sales (such as limited-time auctions on eBay or special on-site sales at shopping malls), celebrations of company milestones (such as the opening of the carrier’s new terminal at New York’s JFK airport), schedule updates, and even personalized responses to people who Twitter with questions or complaints about the company.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note26)

Your task: Write a Tweet alerting JetBlue customers to the possibility that Hurricane Isaac might disrupt �light schedules from August 13 through August 15. Tell them that decisions about delays and cancellations will be made on a city-by-city basis and will be announced on Twitter and the company’s website. The URL will take 20 characters, so you have 120 characters (including spaces) for your message.

BLOGGING SKILLS/PORTFOLIO BUILDER

11-40. Message Strategies: Making Routine Negative Announcements [LO-5] Marketing specialists usually celebrate when target audiences forward their messages to friends and family—essentially acting as unpaid advertising and sales representatives. In fact, the practice of viral marketing is based on this hope. For one Starbucks regional of�ice, however, viral marketing started to make the company just a bit sick. The of�ice sent employees in the Southeast an email coupon for a free iced drink and invited them to share the coupon with family and friends. To the surprise of virtually no one who understands the nature of online life, the email coupon multiplied rapidly, to the point that Starbucks stores all around the country were quickly overwhelmed with requests for free drinks. The company decided to immediately terminate the free offer, a month ahead of the expiration date on the coupon.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note27)

Your task: Write a one-paragraph message that can be posted on the Starbucks website and at individual stores, apologizing for the mix-up and explaining that the offer is no longer valid.

EMAIL SKILLS

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11-41. Message Strategies: Refusing Claims and Requests for Adjustment [LO-5] Your company markets a line of rugged smartphone cases designed to protect the sensitive devices from drops, spills, and other common accidents. Your guarantee states that you will reimburse customers for the cost of a new phone if the case fails to protect it from any of the following: (a) a drop of no more than 6 feet onto any surface; (b) spills of any beverage or common household chemical; (c) being crushed by any object of up to 100 pounds; or (d) being chewed on by dogs, cats, or other common household pets.

Jack Simmons, a rancher from Wyoming, emailed your customer support staff, requesting a reimbursement after he dropped his iPhone in his hog barn and a 900-pound boar crushed it in a single bite.

Your task: Write an email response to the customer, denying his request for a new phone.

PODCASTING SKILLS

11-42. Message Strategies: Negative Announcements on Routine Matters [LO-5] An employee concierge seemed like a great idea when you added it as an employee bene�it last year. The concierge handles a wide variety of personal chores for employees, everything from dropping off dry cleaning to ordering event tickets to sending �lowers. Employees love the service, and you know that the time they save can be devoted to work or family activities. Unfortunately, pro�its are way down, and concierge usage is up—up so far that you’ll need to add a second concierge to keep up with the demand. As painful as it will be for everyone, you decide that the company needs to stop offering the service.

Your task: Script a brief podcast, announcing the decision and explaining why it is necessary. Make up any details you need. If your instructor asks you to do so, record your podcast and submit the �ile.

EMAIL SKILLS/PORTFOLIO BUILDER

11-43. Message Strategies: Negative Announcements on Routine Matters [LO-5] You can certainly sympathize with employees when they complain about having their email and instant messages monitored, but you’re implementing a company policy that all employees agree to abide by when they join the company. Your �irm, Webcor Builders of San Mateo, California, is one of the estimated 60 percent of U.S. companies with such monitoring systems in place. More and more companies use these systems (which typically operate by scanning messages for keywords that suggest con�idential, illegal, or otherwise inappropriate content) in an attempt to avoid instances of sexual harassment and other problems.

As the chief information of�icer, the manager in charge of computer systems in the company, you’re often the target when employees complain about being monitored. Consequently, you know you’re really going to hear it when employees learn that the monitoring program will be expanded to personal blogs as well.

Your task: Write an email message to be distributed to the entire workforce, explaining that the automated monitoring program is about to be expanded to include employees’ personal blogs. Explain that, while you sympathize with employee concerns regarding privacy and freedom of speech, it is the management team’s responsibility to protect the company’s intellectual property and the value of the company name. Therefore, employees’ personal blogs will be added to the monitoring system to ensure that employees don’t intentionally or accidentally expose company secrets or criticize management in a way that could harm the company.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note28)

LETTER WRITING SKILLS

11-44. Message Strategies: Negative Announcements on Routine Matters [LO-5] Your company, PolicyPlan Insurance Services, is a 120-employee insurance claims processor based in Milwaukee. PolicyPlan has engaged Midwest Sparkleen for interior and exterior cleaning for the past �ive years. Midwest Sparkleen did exemplary work for the �irst four years, but after a change of ownership last year, the level of service has plummeted. Of�ices are no longer cleaned thoroughly, you’ve had to call the company at least six times to remind them to take care of spills and other messes they’re supposed to address routinely, and they’ve left toxic cleaning chemicals in a public hallway on several occasions. You have spoken with the owner about your concerns twice in the past three months, but his assurances that service would improve have not resulted in any noticeable improvements. When the evening cleaning crew forgot to lock the lobby door last Thursday—leaving your entire facility vulnerable to theft from midnight until 8 a.m. Friday morning—you decided it was time for a change.

Your task: Write a letter to Jason Allred, owner of Midwest Sparkleen, 4000 South Howell Avenue, Milwaukee, WI, 53207, telling him that PolicyPlan will not be renewing its annual cleaning contract with Midwest Sparkleen when the current contract expires at the end of this month. Cite the examples identi�ied above, and keep the tone of your letter professional.

Negative Organizational News

MICROBLOGGING SKILLS

11-45. Message Strategies: Responding to Rumors [LO-6]

Sheila Elliot, a well-known actress, appeared on a national talk show last night and claimed that your company’s Smoothstone cookware was responsible for her toddler’s learning disability. Elliot claimed that the nonstick surfaces of Smoothstone pots and pans contain a dangerous chemical that affected her child’s cognitive development. There’s just one problem with her story—well, three problems, actually: (a) your company’s cookware line is called Moonstone, not Smoothstone; (b) Moonstone does not contain and never has contained the chemical Elliot mentioned; and (c) the product she is really thinking of was called Smooth-�ire, which was made by another company and was pulled off the market �ive years ago.

Thousands of worried parents aren’t waiting for the fact checkers, however. They took to the blogosphere and Twitter-sphere with a vengeance overnight, warning people to throw away anything made by your company (Tatum Housewares). Several television stations have already picked up the Twitter chatter and repeated the rumor. Retailers are already calling your sales staff to cancel orders.

Your task: Write a three-message sequence to be posted on your company’s Twitter account, correcting the rumor and conveying the three points outlined above. Each message will include a URL linking to your company’s website, so restrict each message to 120 characters, including spaces.

BLOGGING SKILLS

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11-46. Message Strategies: Negative Organizational Announcements [LO-6] XtremityPlus is known for its outlandish extreme-sports products, and the Looney Launch is no exception. Ful�illing the dream of every childhood daredevil, the Looney Launch is an aluminum and �iberglass contraption that quickly unfolds to create the ultimate bicycle jump. The product has been selling as fast as you can make it, even though it comes plastered with warning labels proclaiming that its use is inherently dangerous.

As XtremityPlus’s CEO, you were nervous about introducing this product, and your fears were just con�irmed: You’ve been noti�ied of the �irst lawsuit by a parent whose child broke several bones after crash-landing off a Looney Launch.

Your task: Write a post for your internal blog, explaining that the Looney Launch is being removed from the market immediately. Tell your employees to expect some negative reactions from enthusiastic customers and retailers, but explain that (a) the company can’t afford the risk of additional lawsuits, and (b) even for XtremityPlus, the Looney Launch pushes the envelope a bit too far. The product is simply too dangerous to sell in good conscience.

BLOGGING SKILLS/PORTFOLIO BUILDER

11-47. Message Strategies: Communicating in a Crisis [LO-6] One of your company’s worst nightmares has just come true. EQ Industrial Services (EQIS), based in Wayne, Michigan, operates a number of facilities around the country that dispose of, recycle, and transport hazardous chemical wastes. Last night, explosions and �ires broke out at the company’s Apex, North Carolina, facility, forcing the evacuation of 17,000 local residents.

Your task: It’s now Friday, the day after the �ire. Write a brief post for the company’s blog, covering the following points:

A �ire broke out at the Apex facility at approximately 10 p.m. Thursday.

No one was in the facility at the time.

Because of the diverse nature of the materials stored at the plant, the cause of the �ire is not yet known.

Rumors that the facility stores extremely dangerous chlorine gas and that the �ire was spreading to other nearby businesses are not true.

Special industrial �ire�ighters hired by EQIS have already brought the �ire under control.

Residents in the immediate area were evacuated as a precaution, and they should be able to return to their homes tomorrow, pending permission from local authorities.

Several dozen residents were admitted to local hospitals with complaints of breathing problems, but most have been released already; about a dozen emergency responders were treated as well.

At this point (Friday afternoon), tests conducted by the North Carolina State Department of Environment and Natural Resources “had not detected anything out of the ordinary in the air.”

Conclude by thanking the local police and �ire departments for their assistance and directing readers to EQIS’s toll-free hot line for more information.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note29)

BLOGGING SKILLS

11-48. Message Strategies: Responding to Rumors and Public Criticism [LO-6] Spreading FUD—fear, uncertainty, and doubt—about other companies is one of the less-honorable ways of dealing with competition in the business world. For example, someone can start a “whisper campaign” in the marketplace, raising fears that a particular company is struggling �inancially. Customers who don’t want to risk future instability in their supply chains might then shift their purchasing away from the company, based on nothing more than the false rumor.

Your task: Find the website of any company that seems interesting. Imagine you are the CEO and the company is the subject of an online rumor about impending bankruptcy. Explore the website to get a basic feel for what the company does. Making up any information you need, write a post for the company’s blog, explaining that the bankruptcy rumors are false and that the company is on solid �inancial ground and plans to keep serving the industry for many years to come. (Be sure to review page 296 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec21#page_296) for tips.)

SOCIAL NETWORKING SKILLS

11-49. Message Strategies: Responding to Rumors and Public Criticism [LO-6] The consumer reviews on Yelp can be a promotional boon to any local business—provided the reviews are positive, of course. Negative reviews, fair or not, can affect a company’s reputation and drive away potential customers. Fortunately for business owners, sites like Yelp give them the means to respond to reviews, whether they want to apologize for poor service, offer some form of compensation, or correct misinformation in a review.

Your task: Search Yelp for a negative review (one or two stars) on any business in any city. Find a review that has some substance to it, not just a simple, angry rant. Now imagine you are the owner of that business, and write a reply that could be posted via the “Add Owner Comment” feature. Use information you can �ind on Yelp about the company and �ill in any details by using your imagination. Remember that your comment will be visible to everyone who visits Yelp. (Be sure to review page 296 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec21#page_296) for tips.)

Negative Employment Messages

SOCIAL NETWORKING SKILLS/EMAIL SKILLS

11-50. Message Strategies: Refusing Requests for Recommendations [LO-7] You’re delighted to get a message from an old friend and colleague, Heather Lang. You’re delighted right up to the moment you read her request that you write a recommendation about her web design and programming skills for your LinkedIn pro�ile. You would do just about anything for Lang—anything except recommend her web design skills. She is a master programmer whose technical

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wizardry saved more client projects than you can count, but when it comes to artistic design, Lang simply doesn’t have “it.” From gaudy color schemes to unreadable type treatment to confusing layouts, her design sense is as weak as her technical acumen is strong.

Your task: First, write a brief email to Lang, explaining that you would be most comfortable highlighting her technical skills because that is where you believe her true strengths lie. Second, write a two-sentence recommendation that you could include in your LinkedIn pro�ile, recommending Lang’s technical skills. Make up or research any details you need.

TELEPHONE SKILLS

11-51. Message Strategies: Terminating Employment [LO-7] As the human resources manager at Alion Science and Technology, a military research �irm in McLean, Virginia, you were thrilled when one of the nation’s top computer visualization specialists accepted your job offer. Claus Gunnstein’s skills would have made a major contribution to Alion’s work in designing �light simulators and other systems. Unfortunately, the day after he accepted the offer, Alion received news that a major Pentagon contract had been canceled. In addition to letting several dozen current employees know that the company will be forced to lay them off, you need to tell Gunnstein that Alion has no choice but to rescind the job offer.

Your task: Outline the points you’ll need to make in a telephone call to Gunnstein. Pay special attention to your opening and closing statements. (You’ll review your plans for the phone call with Alion’s legal staff to make sure everything you say follows employment law guidelines; for now, just focus on the way you’ll present the negative news to Gunnstein. Feel free to make up any details you need.)30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11lev1sec31#ch11note30)

EMAIL SKILLS

11-52. Message Strategies: Refusing Requests for Recommendations [LO-5] Well, this is awkward. Daniel Sturgis, who quit last year just as you were planning to �ire him for consistently failing to meet agreed-upon performance targets, has just emailed you from his new job, asking for a recommendation. He says his new job is awful and he regrets leaving your company. He knows you don’t have any openings, but he would be grateful for a recommendation.

Your task: Write an email message to Sturgis, explaining that you will not be able to write him a recommendation. Make up any details you need.

MEMO WRITING SKILLS/PORTFOLIO BUILDER

11-53. Message Strategies: Negative Performance Reviews [LO-7] Elaine Bridgewater, the former professional golfer you hired to oversee your golf equipment company’s relationship with retailers, knows the business inside and out. As a former touring pro, she has unmatched credibility. She also has seemingly boundless energy, solid technical knowledge, and an engaging personal style. Unfortunately, she hasn’t been quite as attentive as she needs to be when it comes to communicating with retailers. You’ve been getting complaints about voicemail messages gone unanswered for days, confusing emails that require two or three rounds of clari�ication, and reports that are haphazardly thrown together. As valuable as Bridgewater’s other skills are, she’s going to cost the company sales if this goes on much longer. The retail channel is vital to your company’s survival, and she’s the employee most involved in this channel.

Your task: Draft a brief (one page maximum) informal performance appraisal and improvement plan for Bridgewater. Be sure to compliment her on the areas in which she excels but don’t shy away from highlighting the areas in which she needs to improve, too: punctual response to customer messages; clear writing; and careful revision, production, and proofreading. Use what you’ve learned in this course so far to supply any additional advice about the importance of these skills.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

11-54. What are the �ive main goals in delivering bad news? [LO-1] 11-55. What are three techniques for deemphasizing negative news? [LO-3]

Endnotes 1. Email from Hailo dated 29 October 2013; Hailo website, accessed 6 May 2014, www.hailocab.com (http://www.hailocab.com) ; Natasha Lomas, “Hailo Ups Its Minimum Fare in London to £10, Triggers Licensing Complaints,” 31 October 2013, TechCrunch, http://techcrunch.com (http://techcrunch.com) .

2. Ian McDonald, “Marsh Can Do $600 Million, but Apologize?” Wall Street Journal, 14 January 2005, C1, C3; Adrienne Carter and Amy Borrus, “What if Companies Fessed Up?” BusinessWeek, 24 January 2005, 59–60; Patrick J. Kiger, “The Art of the Apology,” Workforce Management, October 2004, 57–62.

3. Ameeta Patel and Lamar Reinsch, “Companies Can Apologize: Corporate Apologies and Legal Liability,” Business Communication Quarterly, March 2003, www.elibrary.com (http://www.elibrary.com) .

4. John Guiniven, “Sorry! An Apology as a Strategic PR Tool,” Public Relations Tactics, December 2007, 6.

5. “Target Issues Written Apology for Security Breach,” NBC Chicago website, 13 January 2014, www.nbcchicago.com (http://www.nbcchicago.com) .

6. Quinn Warnick, “A Close Textual Analysis of Corporate Layoff Memos,” Business Communication Quarterly, September 2010, 322–326.

7. “Advice from the Pros on the Best Way to Deliver Bad News,” Report on Customer Relationship Management, 1 February 2003, www.elibrary.com (http://www.elibrary.com) .

8. Ben Levisohn, “Getting More Workers to Whistle,” BusinessWeek, 28 January 2008, 18.

9. “Less Than Half of Privately Held Businesses Support Whistleblowing,” Grant Thornton website, accessed 13 October 2008, www.internationalbusinessreport.com (http://www.internationalbusinessreport.com) .

10. Steve Karnowski, “New Food Safety Law Protects Whistleblowers,” Bloomberg Businessweek, 11 February 2011, www.businessweek.com (http://www.businessweek.com) .

11. Christopher Elliott, “7 Ways Smart Companies Tell Customers ‘No,’” CBS Money Watch, 7 June 2011, www.cbsnews.com (http://www.cbsnews.com) .

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12. Micah Solomon, “Mean Tweets: Managing Customer Complaints,” CNBC, 22 February 2012, www.cnbc.com (http://www.cnbc.com) ; “When Fans Attack: How to Defend a Brand’s Reputation Online,” Crenshaw Communications blog, 20 May 2010, http://crenshawcomm.com (http://crenshawcomm.com) ; Leslie Gaines- Ross, “Reputation Warfare,” Harvard Business Review, December 2010, 70–76; David Meerman Scott, “The US Air Force: Armed with Social Media,” WebInkNow blog, 15 December 2008, www.webinknow.com (http://www.webinknow.com) ; Matt Rhodes, “How to React If Somebody Writes About Your Brand Online,” FreshNetworks blog, 9 January 2009, www.freshnetworks.com (http://www.freshnetworks.com) ; Matt Rhodes, “Social Media as a Crisis Management Tool,” Social Media Today blog, 21 December 2009, www.socialmediatoday.com (http://www.socialmediatoday.com) .

13. Courtland L. Bovée, John V. Thill, George P. Dovel, and Marian Burk Wood, Advertising Excellence (New York: McGraw-Hill, 1995), 508–509; John Holusha, “Exxon’s Public-Relations Problem,” New York Times, 12 April 1989, D1.

14. Omowale Casselle, “Really, You Want ME to Write YOU a LinkedIn Recommendation,” RecruitingBlogs, 22 April 2010, www.recruitingblogs.com (http://www.recruitingblogs.com) .

15. “LinkedIn Pro�iles to Career Introductions: When You Can’t Recommend Your Friend,” Seattle Post-Intelligencer Personal Finance blog, 16 November 2010, http://blog.seattlepi.com (http://blog.seattlepi.com) .

16. Neal Schaffer, “How Should I Deal with a LinkedIn Recommendation Request I Don’t Want to Give?” Social Web School, 20 January 2010, http://humancapitalleague.com (http://humancapitalleague.com) .

17. Dawn Wolf, “Job Applicant Rejection Letter Do’s and Dont’s—Writing an Appropriate ‘Dear John’ Letter to an Unsuccessful Applicant,” 31 May 2009, Employment Blawg.com (http://Blawg.com) , www.employmentblawg.com (http://www.employmentblawg.com) .

18. Wolf, “Job Applicant Rejection Letter Do’s and Dont’s”; “Prohibited Employment Policies/Practices,” U.S. Equal Employment Opportunity Commission, accessed 14 July 2010, www.eeoc.gov (http://www.eeoc.gov) ; Susan M. Heath�ield, “Candidate Rejection Letter,” About.com (http://About.com) , accessed 14 July 2010, http://humanresources.about.com (http://humanresources.about.com) ; “Rejection Letters Under Scrutiny: 7 Do’s & Don’ts,” Business Management Daily, 1 April 2009, www.businessmanagementdaily.com (http://www.businessmanagementdaily.com) .

19. Judi Brownell, “The Performance Appraisal Interviews: A Multipurpose Communication Assignment,” Bulletin of the Association for Business Communication 57, no. 2 (1994): 11–21.

20. Susan Friedfel, “Protecting Yourself in the Performance Review Process,” Workforce Management, April 2009, www.workforce.com (http://www.workforce.com) .

21. Kelly Spors, “Why Performance Reviews Don’t Work—And What You Can Do About It,” Independent Street blog, Wall Street Journal, 21 October 2008, http://blogs.wsj.com (http://blogs.wsj.com) .

22. Rita Pyrillis, “Is Your Performance Review Underperforming?” Workforce Management, May 2011, 20–22, 24–25.

23. Friedfel, “Protecting Yourself in the Performance Review Process.”

24. E. Michelle Bohreer and Todd J. Zucker, “Five Mistakes Managers Make When Terminating Employees,” Texas Lawyer, 2 May 2006, www.law.com (http://www.law.com) ; Deborah Muller, “The Right Things to Do to Avoid Wrongful Termination Claims,” Workforce Management, October 2008, www.workforce.com (http://www.workforce.com) ; Maria Greco Danaher, “Termination: Telling an Employee,” Workforce Management, accessed 14 July 2010, www.workforce.com (http://www.workforce.com) .

25. “FDA Noti�ies Public That Vail Products, Inc., Issues Nationwide Recall of Enclosed Bed Systems,” FDA press release, 30 June 2005, www.fda.gov (http://www.fda.gov) .

26. Twitter/JetBlue website, accessed 29 October 2008, http://twitter.com/JetBlue (http://twitter.com/JetBlue) .

27. “Viral Effect of Email Promotion,” Alka Dwivedi blog, accessed 19 October 2006, www.alkadwivedi.net (http://www.alkadwivedi.net) ; Teresa Valdez Klein, “Starbucks Makes a Viral Marketing Misstep,” Blog Business Summit website, accessed 19 October 2006, www.blogbusinesssummit.com (http://www.blogbusinesssummit.com) .

28. Pui-Wing Tam, Erin White, Nick Wing�ield, and Kris Maher, “Snooping Email by Software Is Now a Workplace Norm,” Wall Street Journal, 9 March 2005, B1+.

29. Environmental Quality Company press releases, accessed 27 October 2006, www.eqonline.com (http://www.eqonline.com) ; “N.C. Residents to Return After Fire,” Science Daily, 6 October 2006, www.sciencedaily.com (http://www.sciencedaily.com) ; “Hazardous Waste Plant Fire in N.C. Forces 17,000 to Evacuate,” FOXNews.com (http://FOXNews.com) , 6 October 2006, www.foxnews.com (http://www.foxnews.com) .

30. Alion website, accessed 19 August 2005, www.alionscience.com (http://www.alionscience.com) .

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Sarah Calhoun connects with customers by communicating in a fun, authentic, respectful way.

12 Writing Persuasive Messages LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Apply the three-step writing process to persuasive messages 2 Describe an effective strategy for developing persuasive business messages, and identify the three most common categories of persuasive business messages 3 Describe an effective strategy for developing marketing and sales messages, and explain how to modify your approach when writing promotional messages

for social media

4 Identify steps you can take to avoid ethical lapses in marketing and sales messages

MyBCommLab®

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COMMUNICATION CLOSE-UP AT Red Ants Pants Sarah Calhoun was fed up. The rugged work she was doing in her adopted home state of Montana, including clearing trails and peeling logs, was destroying her not-so-rugged clothes. She switched to men’s work pants, which were tough enough for the job—but didn’t �it.

Tired of constantly putting down her tools so she could pull up her mis�it britches, Calhoun decided to solve the problem herself. She launched Red Ants Pants with the focus on providing hardwearing pants for hardworking women, meeting the needs of customers whose work makes clothing a matter of practical utility and even on-the-job safety. Red Ants Pants are made from tough, heavy cloth and in both “straight” and “curvy” styles to provide a better �it for more women. In addition, they come in two or three times as many waist/inseam combinations as typical pants, greatly increasing the chance that every woman will �ind exactly the size she needs.

Why “Red Ants Pants,” by the way? In a conversation with a biologist about the social behaviors of ants, she learned that in red ant colonies, females do most of the work. In keeping with the cheeky style she adopted for all her company’s communication, she uses the name as a salute to hardworking women everywhere.

Calhoun knew there was a market for her product, but launching a company in the �iercely competitive global clothing industry—and doing so from the tiny town of White Sulphur Springs, Montana, no less—was a huge challenge. However, from the start she has used size and independence to her advantage, making choices that �it her personal values and the needs of her customers. For example, unlike with most clothing brands, she chose to keep production in the United States, rather than offshoring in pursuit of the lowest possible costs.

That spirit of independence extends to her customer communication efforts, demonstrating both the greater �lexibility that small companies often have compared to their larger, “more corporate” competitors—and the need to exercise creative brain power over brute-force budget power. Her communication style is more fun and more daring that the typical corporation would attempt, for example, and it seems to resonate with buyers. How many clothing companies would use photographs (discreetly staged, to be sure) to suggest that hardworking women would rather wear no pants than wear pants that don’t �it?

Without a signi�icant marketing budget, Calhoun looks for low-cost, high-visibility ways to reach customers. Her most unusual is hitting the highway in an ant-decorated Airstream travel trailer with her sales manager on trips they call the “Tour de Pants.” They invite women to stage in-home gatherings, much like old-school Tupperware parties. Through visiting customers in their homes and hearing stories about women working in what are often male-dominated professions, Calhoun also gains invaluable marketing research insights.

Calhoun’s most ambitious communication effort so far has been sponsoring the Red Ants Pants Music Festival, which has attracted such major American artists as Lyle Lovett and Guy Clark. All pro�its go to the Red Ants Pants Foundation, which she started to “support family farms and ranches, women in business, and rural initiatives.”

The combination of meeting customer needs with quality products and a creative marketing effort is paying off. Red Ants Pants now has customers all across the country and around the world, from Europe to Australia, and even women working the research stations in Antarctica.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note1)

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1 LEARNING OBJECTIVE Apply the three-step writing process to persuasive messages.

12.1 Using the Three-Step Writing Process for Persuasive Messages Sarah Calhoun (pro�iled in the chapter-opening Communication Close-Up) understands that successful businesses rely on persuasive messages in both internal and external communication. Whether you’re trying to convince your boss to open a new of�ice in Europe or encourage potential customers to try your products, you need to call on your abilities of persuasion (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term9) —the attempt to change an audience’s attitudes, beliefs, or actions.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note2) Because persuasive messages ask audiences to give something of value (money in exchange for a product, for example) or take substantial action (such as changing a corporate policy), they are more challenging to write than routine messages. Successful professionals understand that persuasion is not about trickery or getting people to act against their own best interests; it’s about letting audiences know they have choices and presenting your offering in the best possible light.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note3)

Persuasion is the attempt to change someone’s attitudes, beliefs, or actions.

STEP 1: PLANNING PERSUASIVE MESSAGES In today’s information-saturated business environment, having a great idea or a great product is no longer enough. Every day, untold numbers of good ideas go unnoticed and good products go unsold simply because the messages meant to promote them aren’t compelling enough to be heard above the competitive noise. Creating successful persuasive messages in these challenging situations demands careful attention to all four tasks in the planning step, starting with an insightful analysis of your purpose and your audience.

Having a great idea or a great product is not enough; you need to be able to convince others of its merits.

Analyzing the Situation

In de�ining your purpose, make sure you’re clear about what you really hope to achieve. Suppose you want to persuade company executives to support a particular research project. But what does “support” mean? Do you want them to pat you on the back and wish you well? Or do you want them to give you a staff of �ive researchers and a $1 million annual budget?

Clarifying your purpose is an essential step with persuasive messages.

Figure 12.1 Appealing to Audience Needs

This draft of a response to an inquiry about an editorial company’s services addresses the writer’s concerns about the time, cost, and effectiveness of the company’s services.

Source: ADT LLC dba ADT Security Services.

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The best persuasive messages are closely connected to your audience’s desires and interests (see Figure 12.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec1#ch12�ig1) ).4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note4) Consider these important questions: Who is my audience? What are my audience members’ needs? What do I want them to do? How might they resist? Are there alternative positions I need to examine? What does the decision maker consider to be the most important issue? How might the organization’s culture in�luence my strategy?

Demographics include characteristics such as age, gender, occupation, income, and education.

To understand and categorize audience needs, you can refer to speci�ic information, such as demographics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term4) (the age, gender, occupation, income, education, and other quanti�iable characteristics of the people you’re trying to persuade) and psychographics (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term10) (personality, attitudes, lifestyle, and other psychological characteristics). When analyzing your audiences, take into account their cultural expectations and practices so that you don’t undermine your persuasive message by using an inappropriate appeal or by organizing your message in a way that seems unfamiliar or uncomfortable to your readers.

Psychographics include characteristics such as personality, attitudes, and lifestyle.

If you aim to change someone’s attitudes, beliefs, or actions, it is vital to understand his or her motivation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term8) —the combination of forces that drive people to satisfy their needs. Table 12.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec1#ch12tab1) lists some of the needs that psychologists have identi�ied or suggested as being important in in�luencing human motivation. Obviously, the more closely a persuasive message aligns with a recipient’s existing motivation, the more effective the message is likely to be. For example, if you try to persuade consumers to purchase a product on the basis of its fashion appeal, that message will connect with consumers who are motivated by a desire to be in fashion, but it probably won’t connect with consumers driven more by functional or �inancial concerns.

Motivation is the combination of forces that drive people to satisfy their needs.

Gathering Information

Once your situation analysis is complete, you need to gather the information necessary to create a compelling persuasive message. You’ll learn more about the types of information to include in persuasive business messages and marketing and sales messages later in this chapter. Chapter 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13) presents advice on how to �ind the information you need.

TABLE 12.1 Human Needs That In�luence Motivation

Need Implications for Communication

Basic physiological requirements: The needs for food, water, sleep, oxygen, and other essentials

Everyone has these needs, but the degree of attention an individual gives to them often depends on whether the needs are being met; for instance, an advertisement for sleeping pills will have greater appeal to someone suffering from insomnia than to someone who has no problem sleeping.

Safety and security: The needs for protection from bodily harm, for the safety of loved ones, and for �inancial security, protection of personal identity, career security, and other assurances

These needs in�luence both consumer and business decisions in a wide variety of ways; for instance, advertisements for life insurance often encourage parents to think about the �inancial security of their children and other loved ones.

Af�iliation and belonging: The needs for companionship, acceptance, love, popularity, and approval

The need to feel loved, accepted, or popular drives a great deal of human behavior, from the desire to be attractive to potential mates to wearing the clothing style that a particular social group is likely to approve.

Power and control: The need to feel in control of situations or to exert authority over others

You can see many examples appealing to this need in advertisements: Take control of your life, your �inances, your future, your career, and so on. Many people who lack power want to know how to get it, and people who have power often want others to know they have it.

Achievement: The need to feel a sense of accomplishment—or to be admired by others for accomplishments

This need can involve both knowing (when people experience a feeling of accomplishment) and showing (when people are able to show others that they’ve achieved success); advertising for luxury consumer products frequently appeals to this need.

Adventure and distraction: The need for excitement or relief from daily routine

People vary widely in their need for adventure; some crave excitement—even danger—whereas others value calmness and predictability. Some needs for adventure and distraction are met virtually, such as through horror movies, thriller novels, etc.

Knowledge, exploration, and understanding: The need to keep learning

For some people, learning is usually a means to an end, a way to ful�ill some other need; for others, acquiring new knowledge is the goal.

Aesthetic appreciation: The desire to experience beauty, order, symmetry, etc.

Although this need may seem “noncommercial” at �irst glance, advertisers appeal to it frequently, from the pleasing shape of a package to the quality of the gemstones in a piece of jewelry.

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Need Implications for Communication

Self-actualization: The need to “be all that one can be,” to reach one’s full potential as a human being

Psychologists Kurt Goldstein and Abraham Maslow popularized self-actualization as the desire to make the most of one’s potential, and Maslow identi�ied it as one of the higherlevel needs in his classic hierarchy; even if people met most or all of their other needs, they would still feel the need to self-actualize. An often-quoted example of appealing to this need is the U.S. Army’s one-time advertising slogan “Be all that you can be.”

Helping others: The need to believe that one is making a difference in the lives of other people This need is the central motivation in fundraising messages and other appeals to charity.

Selecting the Right Media and Channels

Persuasive messages can be found in virtually every communication format, from instant messages and podcasts to radio advertisements and skywriting. In fact, advertising agencies employ media specialists whose job is to analyze the options available and select the most cost-effective combination for each client and each advertising campaign.

Persuasive messages are often unexpected and sometimes even unwelcome, so choose your medium carefully to maximize the chance of getting through to your audience.

In some situations, various members of your audience might prefer different media for the same message. Some consumers like to do all their car shopping in person, whereas others do most of their car-shopping research online. Some people don’t mind promotional emails for products they’re interested in; others resent every piece of commercial email they receive. If you can’t be sure you can reach most or all of your audience through a single medium, you need to use two or more, such as following up an email campaign with printed letters.

Social media provide some exciting options for persuasive messages, particularly marketing and sales messages. However, as “Writing Promotional Messages for Social Media” on page 328 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec22#page_328) explains, messages in these media require a unique approach.

Organizing Your Information

The most effective main ideas for persuasive messages have one thing in common: They are about the receiver, not the sender. For instance, if you’re trying to convince others to join you in a business venture, explain how it will help them, not how it will help you.

Limiting your scope is vital. If you seem to be wrestling with more than one main idea, you haven’t zeroed in on the heart of the matter. If you try to craft a persuasive message without focusing on the one central problem or opportunity your audience truly cares about, you’re unlikely to persuade successfully.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note5)

REAL-TIME UPDATES LEARN MORE BY WATCHING THIS VIDEO

Persuasion skills for every business professional

Persuasion is an essential business skill, no matter what career path you follow. This video offers great tips for understanding, practicing, and applying persuasive skills. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Because the nature of persuasion is to convince people to change their attitudes, beliefs, or actions, most persuasive messages use the indirect approach. That means you’ll want to explain your reasons and build interest before asking for a decision or for action—or perhaps even before revealing your purpose. In contrast, when you have a close relationship with your audience and the message is welcome or at least neutral, the direct approach can be effective.

Most persuasive messages use the indirect approach.

For persuasive business messages, the choice between the direct and indirect approaches is also in�luenced by the extent of your authority, expertise, or power in an organization. For instance, if you are a highly regarded technical expert with years of experience, you might use the direct approach in a message to top executives. In contrast, if you aren’t well known and therefore need to rely more on the strength of your message than the power of your reputation, the indirect approach will probably be more successful.

The choice of approach is in�luenced by your position (or authority within the organization) relative to your audience’s.

STEP 2: WRITING PERSUASIVE MESSAGES

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Encourage a positive response to your persuasive messages by (1) using positive and polite language, (2) understanding and respecting cultural differences, (3) being sensitive to organizational cultures, and (4) taking steps to establish your credibility.

Positive language is an essential feature of persuasive messages.

Positive language usually happens naturally with persuasive messages because you’re promoting an idea or product you believe in. However, take care not to inadvertently insult your readers by implying that they’ve made poor choices in the past and that you’re here to save them from their misguided ways.

Be sure to understand cultural expectations as well. For example, a message that seems forthright and direct in a low-context culture might seem brash and intrusive in a high-context culture.

Just as social culture affects the success of a persuasive message, so too does the culture within an organization. For instance, some organizations handle disagreement and con�lict indirectly, behind the scenes, whereas others accept and even encourage open discussion and sharing of differing viewpoints.

Organizational culture can in�luence persuasion as much as social culture.

Finally, when you are trying to persuade a skeptical or hostile audience, credibility is essential. You must convince people that you know what you’re talking about and that you’re not trying to mislead them (see “Ethics Detective: Solving the Case of the Incredible Credibility”). Use these techniques:

Audiences often respond unfavorably to over-the-top language, so keep your writing simple and straightforward.

Use simple language to avoid suspicions of fantastic claims and emotional manipulation.

Provide objective evidence for the claims and promises you make.

Identify your sources, especially if your audience already respects those sources.

Establish common ground by emphasizing beliefs, attitudes, and background experiences you have in common with the audience.

Be objective and present fair and logical arguments.

Display your willingness to keep your audience’s best interests at heart.

Persuade with logic, evidence, and compelling narratives, rather than trying to coerce with high-pressure, “hard sell” tactics.

Whenever possible, try to build your credibility before you present a major proposal or ask for a major decision. That way, audiences don’t have to evaluate both you and your message at the same time.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note6)

STEP 3: COMPLETING PERSUASIVE MESSAGES The pros know from experience that details can make or break a persuasive message, so they’re careful not to skimp on this part of the writing process. For instance, advertisers may have a dozen or more people review a message before it’s released to the public.

ETHICS DETECTIVE

Solving the Case of the Incredible Credibility

As the director of human resources in your company, you’re desperate for some help. You want to keep the costs of employee bene�its under control while making sure you provide employees with a fair bene�its package. However, you don’t have time to research all the options for health insurance, wellness programs, retirement plans, family counseling, educational bene�its, and everything else, so you decide to hire a consultant. You receive the following message from a consultant interested in working with you:

I am considered the country’s foremost authority on employee health insurance programs. My clients offer universally positive feedback on the programs I’ve designed for them. They also love how much time I save them—hundreds and hundreds of hours. I am absolutely con�ident that I can thoroughly analyze your needs and create a portfolio that realizes every degree of savings possible. I invite you to experience the same level of service that has generated such comments as “Best advice ever!” and “Saved us an unbelievable amount of money.”

You’d love to get results like that, but the message almost sounds too good to be true. Is it?

ANALYSIS

The consultant’s message contains at least a dozen instances in which this writer’s credibility might be questioned. Identify as many as you can, and explain how you would bolster reader con�idence by providing additional or different information.

When you evaluate your content, try to judge your argument objectively and try not to overestimate your credibility. If possible, ask an experienced colleague who knows your audience well to review your draft. Make sure your design elements complement, rather than detract from, your persuasive argument. In addition, meticulous proofreading will help you identify any mechanical or spelling errors that would weaken your persuasive potential. Finally, make sure your distribution methods �it your audience’s expectations and preferences.

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Careless production undermines your credibility, so revise and proofread with care.

With the three-step model in mind, you’re ready to begin composing persuasive messages, starting with persuasive business messages (those that try to convince audiences to approve new projects, enter into business partnerships, and so on), followed by marketing and sales messages (those that try to convince audiences to consider and then purchase products and services).

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2 LEARNING OBJECTIVE Describe an effective strategy for developing persuasive business messages, and identify the three most common categories of persuasive business messages.

12.2 Developing Persuasive Business Messages Your success as a businessperson is closely tied to your ability to encourage others to accept new ideas, change old habits, or act on your recommendations. Unless your career takes you into marketing and sales, most of your persuasive messages will consist of persuasive business messages, which are those designed to elicit a preferred response in a nonsales situation.

STRATEGIES FOR PERSUASIVE BUSINESS MESSAGES Even if you have the power to compel others to do what you want them to do, persuading them is more effective than forcing them. People who are forced into accepting a decision or plan are less motivated to support it and more likely to react negatively than if they’re persuaded.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note7) Within the context of the three-step process, effective persuasion involves four essential strategies: framing your arguments, balancing emotional and logical appeals, reinforcing your position, and anticipating objections. (Note that all these concepts in this section apply as well to marketing and sales messages, covered later in the chapter.)

MOBILE APPS

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Framing Your Arguments

As noted earlier, most persuasive messages use the indirect approach. Experts in persuasive communication have developed a number of indirect models for such messages. One of the best known is the AIDA model (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term1) , which organizes messages into four phases (see Figure 12.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec9#ch12�ig2) ):

Figure 12.2 The AIDA Model for Persuasive Messages

With the AIDA model, you craft one or more messages to move recipients through four stages of attention, interest, desire, and action. The model works well for both persuasive business messages (such as persuading your manager to fund a new project) and marketing and sales messages.

Attention. Your �irst objective is to encourage your audience to want to hear about your problem, idea, or new product—whatever your main idea is. Be sure to �ind some common ground on which to build your case.

Interest. Provide additional details that prompt audience members to imagine how the solution might bene�it them.

Desire. Help audience members embrace your idea by explaining how the change will bene�it them and answering potential objections.

Action. Suggest the speci�ic action you want your audience to take. Include a deadline, when applicable.

The AIDA model is tailor-made for using the indirect approach, allowing you to save your main idea for the action phase. However, you can also use AIDA for the direct approach, in which case you use your main idea as an attention-getter, build interest with your argument, create desire with your evidence, and reemphasize your main idea in the action phase with the speci�ic action you want your audience to take.

The AIDA model is a useful approach for many persuasive messages:

Attention

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Interest

Desire

Action

The AIDA model is ideal for the indirect approach.

When your AIDA message uses the indirect approach and is delivered by memo or email, keep in mind that your subject line usually catches your reader’s eye �irst. Your challenge is to make it interesting and relevant enough to capture reader attention without revealing your main idea. If you put your request in the subject line, you might get a quick no before you’ve had a chance to present your arguments:

Instead of This Write This

Request for development budget to add automated IM response system Reducing the cost of customer support inquiries

With either the direct or indirect approach, AIDA and similar models do have limitations. First, AIDA is a unidirectional method that essentially talks at audiences, not with them. Second, AIDA is built around a single event, such as asking an audience for a decision, rather than on building a mutually bene�icial, long-term relationship.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note8) AIDA is still a valuable tool for the right purposes, but as you’ll read later in the chapter, a conversational approach is more compatible with today’s social media.

The AIDA approach does have limitations:

It essentially talks at audiences, not with them.

It focuses on one-time events, not long-term relationships.

Balancing Emotional and Logical Appeals

Imagine you’re sitting at a control panel with one knob labeled “logic” and another labeled “emotion.” As you prepare your persuasive message, you carefully adjust each knob, tuning the message for maximum impact (see Figure 12.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec9#ch12�ig3) ). Too little emotion, and your audience might not care enough to respond. Too much emotion, and your audience might think you are ignoring tough business questions or even being irrational.

Generally speaking, persuasive business messages rely more heavily on logical than on emotional appeals because the main idea is usually to save money, increase quality, or improve some other practical, measurable aspect of business. To �ind the optimum balance, consider four factors: (1) the actions you hope to motivate, (2) your readers’ expectations, (3) the degree of resistance you need to overcome, and (4) your position in the formal and informal power structure of the organization.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note9)

Figure 12.3 Balancing Logical and Emotional Appeals

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Whenever you plan a persuasive message, imagine you have a knob that turns from emotion at one extreme to logic at the other, letting you adjust the relative proportions of each type of appeal. Compare these two outlines for a proposal that asks management to fund an on-site daycare center. The version on the left relies heavily on emotional appeals, whereas the version on the right uses logical appeals (inductive reasoning, speci�ically). Through your choice of words, images, and supporting details, you can adjust the emotionallogical ratio in every message.

Emotional Appeals As its name implies, an emotional appeal (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term5) calls on audience feelings and sympathies rather than on facts, �igures, and rational arguments. For instance, you can make use of the emotion surrounding certain words. The word freedom evokes strong feelings, as do words such as success, prestige, compassion, security, and comfort. Such words can help put your audience members in a positive frame of mind and help them accept your message. However, emotional appeals in business messages aren’t usually effective by themselves because the audience wants proof that you can solve a business problem. Even if your audience members reach a conclusion based primarily on emotions, they’ll look to you to provide logical support as well.

Emotional appeals attempt to connect with the reader’s feelings or sympathies.

Logical Appeals A logical appeal (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term6) calls on reasoning and evidence. The basic approach with a logical appeal is to make a claim based on a rational argument, supported by solid evidence. When appealing to your audience’s logic, you might use three types of reasoning:

Analogy. With analogy, you reason from speci�ic evidence to speci�ic evidence, in effect “borrowing” from something familiar to explain something unfamiliar. For instance, to convince management to add chat room capability to the company’s groupware system, you could explain that it is like a neighborhood community center, only online.

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Induction. With inductive reasoning, you work from speci�ic evidence to a general conclusion. To convince your team to change to a new manufacturing process, for example, you could point out that every company that has adopted it has increased pro�its, so it must be a smart idea.

Deduction. With deductive reasoning, you work from a generalization to a speci�ic conclusion. To persuade your boss to hire additional customer support staff, you might point to industry surveys that show how crucial customer satisfaction is to corporate pro�its.

Logical appeals are based on the reader’s notions of reason; these appeals can use analogy, induction, or deduction.

Every method of reasoning is vulnerable to misuse, both intentional and unintentional, so verify your rational arguments carefully. For example, in the case of the manufacturing process, are there any other factors that affect the integrity of your reasoning? What if that process works well only for small companies with few products, and your �irm is a multinational behemoth with 10,000 products? To guard against faulty logic, follow these guidelines:10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note10)

Avoid hasty generalizations. Make sure you have plenty of evidence before drawing conclusions.

Avoid circular reasoning. Circular reasoning is a logical fallacy in which you try to support your claim by restating it in different words. The statement “We know temporary workers cannot handle this task because temps are unquali�ied for it” doesn’t prove anything because the claim and the supporting evidence are essentially identical. It doesn’t prove why the temps are unquali�ied.

Avoid attacking an opponent. If your persuasive appeal involves countering a competitive appeal made by someone else, make sure you attack the argument your opponent is making, not his or her character or quali�ications.

Avoid oversimplifying a complex issue. Make sure you present all the factors and don’t reduce a wide range of choices to a simple “either/or” scenario if that isn’t the case.

Avoid mistaken assumptions of cause and effect. If you can’t isolate the impact of a speci�ic factor, you can’t assume that it’s the cause of whatever effect you’re discussing. You lowered prices, and sales went up. Were lower prices the cause? Maybe, but the sales increase might have been caused by a better advertising campaign, changes in the weather, or some other factor.

Avoid faulty analogies. Be sure that the two objects or situations being compared are similar enough for the analogy to hold. For instance, explaining that an Internet �irewall is like a prison wall is a poor analogy because a �irewall keeps things out, whereas a prison wall keeps things in.

Avoid illogical support. Make sure the connection between your claim and your support is truly logical and not based on a leap of faith, a missing premise, or irrelevant evidence.

Using logical appeals carries with it the ethical responsibility to avoid faulty logic.

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Using stories to persuade

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Reinforcing Your Position

After you’ve worked out the basic elements of your argument, step back and look for ways to strengthen your position. Are all your claims supported by believable evidence? Would a quotation from a recognized expert help make your case?

Next, examine your language. Can you �ind more powerful words to convey your message? For example, if your company is in serious �inancial trouble, talking about �ighting for survival is a more powerful emotional appeal than talking about ensuring continued operations. As with any other powerful tool, though, use vivid language and abstractions carefully and honestly.

Choose your words carefully to trigger the desired responses.

In addition to examining individual word choices, consider using metaphors and other �igures of speech. If you want to describe a quality-control system as being designed to detect every possible product �law, you might call it a “spider web” to imply that it catches everything that comes its way. Similarly, anecdotes (brief stories) can help your audience grasp the meaning and importance of your arguments. Instead of just listing the number of times the old laptop computers in your department have failed, you could describe how you lost a sale when your computer broke down during a critical sales presentation.

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Beyond speci�ic words and phrases, look for other factors that can reinforce your position. When you’re asking for something, your audience members will �ind it easier to grant your request if they stand to bene�it from it as well.

Anticipating Objections

Even the most compelling ideas and proposals can be expected to encounter some initial resistance. The best way to deal with audience resistance is to anticipate as many objections as you can and address them in your message before your audience can even bring them up. For instance, if you know that your proposal to switch to lower-cost materials will raise concerns about product quality, address this issue head-on in your message. If you wait until people raise the concern after reading your message, they may gravitate toward another �irm before you have a chance to address their concerns. By bringing up such potential problems right away, you also demonstrate a broad appreciation of the issue and imply con�idence in your message.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note11) This anticipation is particularly important in written messages, when you don’t have the opportunity to detect and respond to objections on the spot.

Even powerful persuasive messages can encounter audience resistance.

To uncover potential audience objections, try to poke holes in your own theories and ideas before your audience does. Then �ind solutions to the problems you’ve uncovered. If possible, ask your audience members for their thoughts on the subject before you put together your argument; people are more likely to support solutions they help create.

If you expect to encounter strong resistance, present all sides of an issue.

Keep two things in mind when anticipating objections. First, you don’t always have to explicitly discuss a potential objection. You could simply mention that the lower-cost materials have been tested and approved by the quality-control department. Second, if you expect a hostile audience—one biased against your plan from the beginning—present all sides of the story. As you cover each option, explain the pros and cons. You’ll gain additional credibility if you present these options before presenting your recommendation or decision.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note12)

AVOIDING COMMON MISTAKES IN PERSUASIVE COMMUNICATION When you believe in a concept or project you are promoting, it’s easy to get caught up in your own con�idence and enthusiasm and thereby fail to see things from the audience’s perspective. When putting together persuasive arguments, avoid these common mistakes (see Figure 12.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec9#ch12�ig4) ):13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note13)

Using a hard sell. Don’t push. No one likes being pressured into making a decision, and communicators who take this approach can come across as being more concerned with meeting their own goals than with satisfying the needs of their audiences. In contrast, a “soft sell” is more like a comfortable conversation that uses calm, rational persuasion.

Resisting compromise. Successful persuasion is often a process of give-and-take, particularly in the case of persuasive business messages, where you don’t always get everything you asked for in terms of budgets, investments, and other commitments.

Relying solely on great arguments. Great arguments are important, but connecting with your audience on the right emotional level and communicating through vivid language are just as vital. Sometimes a well-crafted story can be even more compelling than dry logic.

Don’t let con�idence or enthusiasm lead you to some common mistakes in persuasive communication.

Figure 12.4 Persuasive Argumentation

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Imagine you’re the marketing manager in a company that decided to speed up its new product launches but did too much too fast and wound up creating chaos. You decide enough is enough and write a memo to the company president advocating that the new program be shut down until the company can regroup—a suggestion you know will meet with resistance. Notice how the ineffective version doesn’t quite use the direct approach but comes out swinging, so to speak, and is overly emotional throughout. The effective version builds to its recommendation indirectly, using the same information but in a calm, logical way. Because it sticks to the facts, it is also shorter.

CHECKLIST ✓ Developing Persuasive Messages A. Get your reader’s attention.

Open with an audience bene�it, a stimulating question, a problem, or an unexpected statement.

Establish common ground by mentioning a point on which you and your audience agree.

Show that you understand the audience’s concerns.

B. Build your reader’s interest.

Expand and support your opening claim or promise.

Emphasize the relevance of your message to your audience.

C. Increase your reader’s desire.

Make audience members want to change by explaining how the change will bene�it them.

Back up your claims with relevant evidence.

D. Motivate your reader to take action.

Suggest the action you want readers to take.

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Stress the positive results of the action.

Make the desired action clear and easy.

E. Balance emotional and logical appeals.

Use emotional appeals to help the audience accept your message.

Use logical appeals when presenting facts and evidence for complex ideas or recommendations.

Avoid faulty logic.

F. Reinforce your position.

Provide additional evidence of the bene�its of your proposal and your own credibility in offering it.

Use abstractions, metaphors, and other �igures of speech to bring facts and �igures to life.

G. Anticipate objections.

Anticipate and answer potential objections.

Present the pros and cons of all options if you anticipate a hostile reaction.

Assuming that persuasion is a one-shot effort. Persuasion is often a process, not a one-time event. In many cases, you need to move your audience members along one small step at a time rather than try to convince them to say “yes” in one huge step.

To review the steps involved in developing persuasive messages, refer to “Checklist: Developing Persuasive Messages.”

COMMON EXAMPLES OF PERSUASIVE BUSINESS MESSAGES Throughout your career, you’ll have numerous opportunities to write persuasive messages within your organization, such as reports suggesting more ef�icient operating procedures or memos requesting money for new equipment. Similarly, you may produce a variety of persuasive messages for people outside the organization, such as websites shaping public opinions or letters requesting adjustments that go beyond a supplier’s contractual obligations. In addition, some of the routine requests you studied in Chapter 10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10#ch10) can become persuasive messages if you want a nonroutine result or believe that you haven’t received fair treatment. Most of these messages can be divided into persuasive requests for action, persuasive presentations of ideas, and persuasive claims and requests for adjustment.

Persuasive Requests for Action

The bulk of your persuasive business messages will involve requests for action. In some cases, your request will be anticipated, so the direct approach is �ine. In others, you’ll need to introduce your intention indirectly, and the AIDA model or a similar approach is ideal for this purpose (see Figure 12.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec9#ch12�ig5) ).

Open with an attention-getting device, and show readers you understand their concerns. Use the interest and desire sections of your message to demonstrate that you have good reason for making such a request and to cover what you know about the situation: the facts and �igures, the bene�its of helping, and any history or experience that will enhance your appeal. Your goals are (1) to gain credibility (for yourself and your request) and (2) to make your readers believe that helping you will indeed help solve a signi�icant problem. Close with a request for some speci�ic action, and make that course of action as easy to follow as possible to maximize the chances of a positive response.

Most persuasive business messages involve a request for action.

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Persuasive Presentations of Ideas

You may encounter situations in which you simply want to change attitudes or beliefs about a particular topic, without asking the audience to decide or do anything—at least not yet. The goal of your �irst message might be nothing more than convincing your audience to reexamine long-held opinions or admit the possibility of new ways of thinking.

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Figure 12.5 Persuasive Message Using the AIDA Model

This message uses the AIDA model in a persuasive message about a program that would try to reduce Host Marriott’s annual plastics costs and curtail consumer complaints about the company’s recycling record. Note how the writer “sells the problem” before attempting to sell the solution. Few people are interested in hearing about solutions to problems they don’t know about or don’t believe exist. The interest section introduces an additional, unforeseen problem with plastic product containers.

For instance, the World Wide Web Consortium (a global association that de�ines many of the guidelines and technologies behind the World Wide Web) has launched a campaign called the Web Accessibility Initiative. Although the consortium’s ultimate goal is making websites more accessible to people who have disabilities or age-related limitations, a key interim goal is simply making website developers more aware of the need. As part of this effort, the consortium has developed a variety of presentations and documents that highlight the problems many web visitors face.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note14)

Persuasive Claims and Requests for Adjustments

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Most claims and requests for adjustment are routine messages and use the direct approach discussed in Chapter 11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) . However, consumers and professionals sometimes encounter situations in which they believe they haven’t received a fair deal by following normal procedures. These situations require a more persuasive message.

Sometimes the objective of persuasive messages is simply to encourage people to consider a new idea.

The key ingredients of a good persuasive claim are a complete and speci�ic review of the facts and a con�ident and positive tone. Keep in mind that you have the right to be satis�ied with every transaction. Begin persuasive claims by outlining the problem and continue by reviewing what has been done about it so far, if anything. The recipient might be juggling numerous claims and other demands on his or her attention, so be clear, calm, and complete when presenting your case. Be speci�ic about how you would like to see the situation resolved.

Next, give your reader a good reason for granting your claim. Show how the individual or organization is responsible for the problem, and appeal to your reader’s sense of fair play, goodwill, or moral responsibility. Explain how you feel about the problem, but don’t get carried away and don’t make threats. People generally respond most favorably to requests that are calm and reasonable. Close on a respectful note that re�lects how a successful resolution of the situation will repair or maintain a mutually bene�icial working relationship.

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3 LEARNING OBJECTIVE Describe an effective strategy for developing marketing and sales messages, and explain how to modify your approach when writing promotional messages for social media.

12.3 Developing Marketing and Sales Messages Marketing and sales messages use the same basic techniques as other persuasive messages, with the added emphasis of encouraging someone to participate in a commercial transaction. Although the terms marketing message and sales message are often used interchangeably, there is an important difference: Marketing messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term7) usher potential buyers through the purchasing process without asking them to make an immediate decision. Sales messages (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term11) take over at that point, encouraging potential buyers to make a purchase decision then and there. Marketing messages focus on such tasks as introducing new brands to the public and encouraging customers to visit websites for more information, whereas sales messages make an explicit request for people to buy a speci�ic product or service. (The text of marketing and sales messages is usually referred to as “copy,” by the way.)

Marketing and sales messages use many of the same techniques as persuasive business messages.

Most marketing and sales messages, particularly in larger companies, are created and delivered by professionals with speci�ic training in marketing, advertising, sales, or public relations. However, you may be called on to review the work of these specialists or even to write such messages in smaller companies, and having a good understanding of how these messages work will help you be a more effective manager.

Understanding the purchase decision from the buyer’s perspective is a vital step in framing an effective marketing or sales message.

PLANNING MARKETING AND SALES MESSAGES Everything you’ve learned about planning messages applies in general to marketing and sales messages, but the planning steps for these messages have some particular aspects to consider as well:

Assessing audience needs. As with every other business message, successful marketing and sales messages start with an understanding of audience needs. Depending on the product and the market, these needs can range from a few functional considerations (such as the size, weight, and �inish of of�ice paper) to a complicated mix of emotional and logical issues (all the factors that play into buying a house, for example).

Analyzing your competition. Marketing and sales messages nearly always compete with messages from other companies trying to reach the same audience. When Nike plans a marketing campaign to introduce a new shoe model to current customers, the company knows its audience has also been exposed to messages from Adidas, New Balance, Reebok, and numerous other shoe companies. Finding a unique message in crowded markets can be quite a challenge.

Marketing and sales messages have to compete for the audience’s attention.

Determining key selling points and bene�its. With some insight into audience needs and the alternatives offered by your competitors, your next step is to decide which features and bene�its to highlight. Selling points (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term12) are the most attractive features of a product, whereas bene�its (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term2) are the particular advantages purchasers can realize from those features. In other words, selling points focus on what the product does. Bene�its focus on what the user experiences or gains. Bene�its can be practical, emotional, or a combination of the two. For example, the feature of a thin, �lexible sole in a running shoe offers the practical bene�it of a more natural feel while running. In contrast, the visual design features of the shoe offer no practical bene�its but can offer the emotional bene�it of wearing something stylish or unusual.

Selling points focus on the product; bene�its focus on the user.

Anticipating purchase objections. Marketing and sales messages usually encounter objections, and, as with persuasive business messages, the best way to handle them is to identify these objections up front and address as many as you can. They can range from high price or low quality to a lack of compatibility with existing products or a perceived risk involved with the product. By identifying potential objections up front, you can craft your promotional messages in ways that address those concerns. If price is a likely objection, for instance, you can look for ways to increase the perceived value of the purchase and decrease the perception of high cost. When promoting a home gym, you might say that it costs less than a year’s worth of health club dues. Of course, any attempts to minimize perceptions of price or other potential negatives must be done ethically.

Anticipating objections is crucial to effective marketing and sales messages.

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WRITING CONVENTIONAL MARKETING AND SALES MESSAGES Conventional marketing and sales messages are often prepared using the AIDA model or some variation of it. (See the next section on crafting messages for social media.) Here are the key points of using the AIDA model for these messages:

Getting the reader’s attention. By looking and listening during any given day, you’ll notice the many ways advertisers try to get your attention. For example, a headline might offer an exciting product bene�it, a piece of interesting news, an appeal to people’s emotions or sense of �inancial value, or a unique solution to a common problem. Of course, words aren’t the only attention-getting devices. Depending on the medium, marketers can use evocative images, music, animation, or video. “Cutting through the clutter” to get the audience’s attention is one of the biggest challenges with marketing and sales messages.

To build interest, expand on and support the promises in your attention-getting opening.

Building interest. After catching the reader’s or viewer’s attention, your next step is to build interest in the product, company, or idea you are promoting. A common technique is to “pay off” the promise made in the headline by explaining how you can deliver those bene�its. For example, if the headline offers a way to “Get Fit for $2 a Day,” the �irst paragraph could explain that the home gyms your company sells start at less than $700, which works out to less than $2 a day over the course of a year.

Add details and audience bene�its to increase desire for the product or service.

Increasing desire. Now that you’ve given the audience some initial information to start building their interest, the next step is to boost their desire for the product by expanding on your explanation of how it will bene�it them. Think carefully about the sequence of support points and use plenty of subheadings, hyperlinks, video demonstrations, and other devices to help people quickly �ind the information they need. By keeping the focus on potential customers and their practical and emotional needs, you can layer on information that helps convince people that your product really is the best solution for them. You can also use a variety of techniques to address potential objections and minimize doubts, including testimonials from satis�ied users, articles written by industry experts, competitive comparisons, offers of product samples or free demonstrations, independent test results, and money-back guarantees.

After you’ve generated suf�icient interest and desire, you’re ready to persuade readers to take the preferred action.

Motivating action. The �inal step in the AIDA model is persuading the audience to take action, such as encouraging people to pick up the phone to place an order or visit an online app store to download your software. The keys to a successful call to action are making it easy and as risk-free as possible. If the process is confusing or time-consuming, you’ll lose potential customers.

If you analyze the advertisements you encounter in any medium, you’ll see variations on these techniques used again and again.

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WRITING PROMOTIONAL MESSAGES FOR SOCIAL MEDIA The AIDA model and similar approaches have been successful with marketing and sales messages for decades, but in the social media landscape consumers are more apt to look for product information from other consumers, not the companies marketing those products. Consequently, your emphasis should shift to encouraging and participating in online conversations. Follow these guidelines (see Figure 12.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec22#ch12�ig6) ):15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note15)

MOBILE APPS

Talkwalker helps companies monitor social media conversations in real time.

In a social media environment, persuasive efforts require a more conversational, interactive approach.

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Facilitate community building. Give customers and other audiences an opportunity to connect with you and one another, such as on your Facebook page or through members-only online forums.

Listen at least as much as you talk. Listening is just as essential for online conversations as it is for in-person conversations.

Initiate and respond to conversations within the community. Through content on your website, blog postings, social network pro�iles and messages, newsletters, and other tools, make sure you provide the information customers need in order to evaluate your products and services. Use conversation marketing (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12term3) , rather than traditional promotion, to initiate and facilitate conversations in your networked community of customers, journalists, bloggers, and other interested parties.

Provide information people want. Whether it’s industry-insider news, in-depth technical guides to using your products, or brief answers to questions posted on community Q&A sites, �ill the information gaps about your company and its products.

Figure 12.6 Persuasive Messages in Social Media

From online video to Twitter updates, persuasive messages in social media are generally more effective when they are conversational (rather than blatantly promotional) and when they offer something of value to readers. Deloitte, for example, offers a wealth of free business strategy information on its website and uses Twitter to announce new material.

Source: Deloitte Global Services Twitter page. Copyright © 2012 Deloitte Global Services Limited. Reprinted with permission.

Identify and support your champions. In marketing, champions are enthusiastic fans of your company and its products. Champions are so enthusiastic they help spread your message (through their blogs, for instance), defend you against detractors, and help other customers use your products.

Be real. Social media audiences respond positively to companies that are open and conversational about themselves, their products, and subjects of shared interest. In contrast, if a company is serving its stakeholders poorly with shoddy products, bad customer service, or unethical behavior, an attempt to improve its reputation by adopting social media without �ixing the underlying problems is likely to fail as soon as audiences see through the super�icial attempt to “be social.”

Integrate conventional marketing and sales strategies at the right time and in the right places. AIDA and similar approaches are still valid for speci�ic communication tasks, such as conventional advertising and the product promotion pages on your website.

CREATING PROMOTIONAL MESSAGES FOR MOBILE DEVICES Mobile advertising and mobile commerce (sometimes referred to as m-commerce) are two of the hottest developments in marketing communications. Mobile advertising is already a multibillion-dollar business, with nearly 70 percent of ad dollars spent on Google ads and Facebook.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note16) The types of marketing and sales messages created for mobile audiences range from short, simple text ads that appear next to search engine results to mobile-optimized video—the most common form of content marketing in the mobile arena.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note17)

Companies are putting so much emphasis on mobile marketing because mobile devices now play such a big role in consumer buying behavior. Smartphone owners tend to use their devices for many shopping-related tasks, from searching for product reviews to �inding stores and service businesses, looking for coupons and other promotions, and doing in-store price comparisons. In fact, some 80 percent of smartphone-equipped consumers use their devices to get shopping-related information.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note18)

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If you are involved with creating mobile marketing or sales messages, keep two essential points in mind. First, like all mobile messages, promotional messages need to be kept short and simple. Second, the mobile experience needs to be fast and straightforward. Mobile users are often time-constrained, and they will quickly abandon websites that don’t load quickly or are confusing to navigate.

Promotional messages aimed at mobile audiences need to be short, simple, and easy to respond to.

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4 LEARNING OBJECTIVE Identify steps you can take to avoid ethical lapses in marketing and sales messages.

12.4 Maintaining High Standards of Ethics, Legal Compliance, and Etiquette The word persuasion has negative connotations for some people, especially in a marketing or sales context. However, ethical businesspeople view persuasion as a positive force, aligning their own interests with what is best for their audiences. They in�luence audience members by providing information and aiding understanding, which allows audiences the freedom to choose.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note19) To maintain the highest standards of business ethics, always demonstrate the “you” attitude by showing honest concern for your audience’s needs and interests.

As marketing and selling grow increasingly complex, so do the legal rami�ications of marketing and sales messages. In the United States, the Federal Trade Commission has the authority to impose penalties (ranging from cease-and-desist orders to multimillion-dollar �ines) on advertisers who violate federal standards for truthful advertising. Other federal agencies have authority over advertising in speci�ic industries, such as transportation and �inancial services. Individual states have additional laws that may apply. The legal aspects of promotional communication can be quite complex, varying from state to state and from country to country, and most companies require marketing and salespeople to get clearance from company lawyers before sending messages.

Marketing and sales messages are covered by a wide range of laws and regulations.

Moreover, communicators must stay on top of changing regulations, such as the latest laws governing unsolicited bulk email (“spam”), disclosure requirements for bloggers who review products, privacy, and data security. For example, two ethical concerns that could produce new legislation are behavioral targeting, which tracks the online behavior of website visitors and serves up ads based on what they appear to be interested in, and remarketing, in which behaviorally targeted ads follow users even as they move on to other websites. Many users consider the practice invasive.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note20)

For all marketing and sales efforts, pay close attention to the following legal considerations:21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note21)

Marketing and sales messages must be truthful and nondeceptive. The FTC considers messages to be deceptive if they include statements that are likely to mislead reasonable customers and the statements are an important part of the purchasing decision. Failing to include important information is also considered deceptive. The FTC also looks at implied claims— claims you don’t explicitly make but that can be inferred from what you do or don’t say.

You must back up your claims with evidence. According to the FTC, offering a money-back guarantee or providing letters from satis�ied customers is not enough; you must still be able to support claims for your product with objective evidence such as a survey or scienti�ic study. If you claim that your food product lowers cholesterol, you must have scienti�ic evidence to support that claim.

“Bait and switch” advertising is illegal. Trying to attract buyers by advertising a product that you don’t intend to sell—and then trying to sell them another (and usually more expensive) product—is illegal.

Marketing messages and websites aimed at children are subject to special rules. For example, online marketers must obtain consent from parents before collecting personal information about children under age 13.

Marketing and sales messages are considered binding contracts in many states. If you imply or make an offer and then can’t ful�ill your end of the bargain, you can be sued for breach of contract.

In most cases, you can’t use a person’s name, photograph, or other identity without permission. Doing so is considered an invasion of privacy. You can use images of people considered to be public �igures as long as you don’t unfairly imply that they endorse your message.

Marketers have a responsibility to stay up to date on laws and regulations that restrict promotional messages.

Meeting your ethical and legal obligations will go a long way toward maintaining good communication etiquette. However, you may still face etiquette decisions within ethical and legal boundaries. For instance, you can produce a marketing campaign that complies with all applicable laws and yet is offensive or insulting to your audience. Taking an audience-centered approach, in which you show respect for your readers and their values, should help you avoid any such etiquette missteps.

Technology also gives communicators new ways to demonstrate sensitivity to user needs. One example is automated RSS newsfeeds from blogs, alerting customers to information in which they’ve expressed an interest. Opt-in email newsletters are another technology that shows the “you” attitude at work. Unlike the unwelcome spam messages that litter email inboxes these days, opt-in messages are sent only to those people who have speci�ically requested information.

For the latest information on writing persuasive messages, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapters 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) .

COMMUNICATION CHALLENGES AT Red Ants Pants Sarah Calhoun likes your style—your writing style, that is. She hired you to take care of all the company’s customer communication efforts, from managing the website to writing an email newsletter. Use what you’ve learned in this chapter to address these challenges.

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INDIVIDUAL CHALLENGE: Red Ants Pants are much tougher than regular jeans, so their higher price is in line with the lasting value they offer customers. However, paying $129 for a pair of pants is a tough decision for many working women. Visit the Red Ants Pants website and study the description of the original work pants. Write a short statement (50 to 100 words) that addresses the cost concerns some customers are likely to have, explaining why the pants are a good value. Mimic the tone of company’s website content.

TEAM CHALLENGE: Not many companies have the irreverent self-con�idence to present their company history in the form of poetry—and fairly goofy poetry at that. The rhyming couplets in the “Our History” section of the Red Ants Pants website (under “Our Story”) do the job quite nicely, but you need a shorter version to use on the company’s Facebook page. Using that information (and any other information on the website), write a paragraph of approximately 100 words that describes the company’s founding.

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Quick Learning Guide

KEY TERMS AIDA model Message sequence that involves attention, interest, desire, and action bene�its The particular advantages that readers will realize from a product’s selling points conversation marketing Approach in which companies initiate and facilitate conversations in a networked community of customers, journalists, bloggers, and

other interested parties demographics Quanti�iable characteristics of a population, including age, gender, occupation, income, and education emotional appeal Persuasive approach that calls on audience feelings and sympathies rather than facts, �igures, and rational arguments logical appeal Persuasive approach that calls on reasoning and evidence marketing messages Promotional messages that usher potential buyers through the purchasing process without asking them to make an immediate decision motivation The combination of forces that drive people to satisfy their needs persuasion The attempt to change an audience’s attitudes, beliefs, or actions psychographics Psychological characteristics of an audience, including personality, attitudes, and lifestyle sales messages In contrast to marketing messages, sales messages encourage potential buyers to make a purchase decision then and there selling points The most attractive features of a product or service

SUMMARY OF LEARNING OBJECTIVES 1 Apply the three-step writing process to persuasive messages. To plan persuasive messages, carefully clarify your purpose to make sure you focus on a single goal. Understand audience needs, which can involve research to identify relevant demographic and psychographic variables and to assess audience motivations. Persuasive messages usually ask people to give up time, money, or other resources, so gathering the right information to convince readers of the bene�its of responding is essential. Media choices need to be considered carefully, particularly with marketing and sales messages in a social media landscape. For organizing persuasive messages, you will usually want to choose the indirect approach in order to establish awareness and interest before asking the audience to take action.

When writing persuasive messages, use positive and polite language, understand and respect cultural differences, be sensitive to organizational cultures when writing persuasive business messages, and take steps to establish your credibility. Seven common ways to establish credibility in persuasive messages are using simple language, supporting your claims, identifying your sources, establishing common ground, being objective, displaying good intentions, and avoiding the hard sell.

The steps for completing persuasive messages are the same as for other types of messages, but accuracy and completeness are especially important because they send signals about your credibility—a crucial element in persuasive messages.

2 Describe an effective strategy for developing persuasive business messages, and identify the three most common categories of persuasive business messages. Within the context of the three-step process, effective persuasion involves four essential strategies: framing your arguments, balancing emotional and logical appeals, reinforcing your position, and anticipating objections. One of the most commonly used methods for framing a persuasive argument is the AIDA model, in which you open your message by getting the audience’s attention; build interest with facts, details, and additional bene�its; increase desire by providing more evidence and answering possible objections; and motivate a speci�ic action.

Persuasive business messages combine emotional appeals (which call on feelings and sympathies) and logical appeals (which call on reason, using analogy, induction, or deduction). To reinforce your position, look for ways to add convincing evidence, quotations from experts, or other support material.

By identifying potential objections and addressing them as you craft your message, you can help prevent audience members from gravitating toward negative answers before you have the opportunity to ask them for a positive response. You can often resolve these issues before the audience has a chance to go on the defensive.

The most common types of these messages are (1) persuasive requests for action, in which you ask the recipient to make a decision or engage in some activity; (2) persuasive presentations of ideas, in which you aren’t necessarily looking for a decision or action but rather would like the audience to consider a different way of looking at a particular topic; and (3) persuasive claims and requests for adjustments, in which you believe that you have not received fair treatment under an organization’s standard policies and would like the recipient to give your case fresh consideration.

3 Describe an effective strategy for developing marketing and sales messages, and explain how to modify your approach when writing promotional messages for social media. Marketing and sales messages use the same basic techniques as other persuasive messages, with the added emphasis of encouraging someone to participate in a commercial transaction. Marketing messages do this indirectly, whereas sales messages do it directly. The basic strategy for creating these messages includes assessing audience needs; analyzing your competition; determining key selling points and bene�its; anticipating purchase objections; applying the AIDA model; adapting your writing to social media, if appropriate; and maintaining high standards of ethical and legal compliance.

To use social media for promotional communication, start by engaging audiences with efforts to build networked communities of potential buyers and other interested parties. Listen to conversations taking place about your company and its products. Initiate and respond to conversations within these communities, being sure to use an objective, conversational style. Provide the information interested parties want. Identify and support the enthusiastic product champions who want to help spread your message. Be authentic and transparent in all your communication. Speak directly to customers so you don’t have to rely on the news media. Finally, continue to use the AIDA model or similar approaches, but only at speci�ic times and places.

4 Identify steps you can take to avoid ethical lapses in marketing and sales messages. Effective and ethical persuasive communicators focus on aligning their interests with the interests of their audiences. They help audiences understand how their proposals will provide bene�its to the audience, using language that is persuasive without being manipulative. They choose words that are less likely to be misinterpreted and take care not to distort the truth. Throughout, they maintain a “you” attitude with honest concern for the audience’s needs and interests. By following applicable laws and regulations, marketers can avoid many ethical problems.

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MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

12-1. What are four of the many ways you can build credibility with an audience when planning a persuasive message? [LO-1]

12-2. What is the AIDA model, and what are its limitations? [LO-2]

12-3. How do emotional appeals differ from logical appeals? [LO-2]

12-4. What three types of reasoning can you use in logical appeals? [LO-2]

12-5. What is conversation marketing? [LO-3]

12-6. What do marketing and sales messages differ? [LO-3]

12-7. What is likely to happen if you don’t anticipate audience objections when crafting your messages? [LO-2], [LO-3]

12-8. How do bene�its differ from features? [LO-3]

12-9. Why do promotional messages need to be short and simple on mobile devices? [LO-4]

12-10. How does ethical behavior contribute to positive etiquette in persuasive messages? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

12-11. Why is it essential to understand your readers’ likely motivations before writing a persuasive message? [LO-1] 12-12. Why is it important to present all sides of an argument when writing a persuasive message to a potentially hostile audience? [LO-2]

12-13. Are emotional appeals ethical? Why or why not? [LO-2]

12-14. What is likely to happen if a promotional message starts immediately with a call to action? Why? [LO-3]

Practice Your Skills Messages for Analysis

For Message 12.A and Message 12.B, read the following documents, and then (1) analyze the strengths and weaknesses of each sentence, and (2) revise each document so that it follows this chapter’s guidelines.

12-15. Message 12.A: Message Strategies: Persuasive Claims and Requests for Adjustment [LO-2]

Dear TechStar Computing:

I’m writing to you because of my disappointment with my new multimedia PC display. The display part works all right, but the audio volume is set too high and the volume knob doesn’t turn it down. It’s driving us crazy. The volume knob doesn’t seem to be connected to anything but simply spins around. I can’t believe you would put out a product like this without testing it �irst.

I depend on my computer to run my small business and want to know what you are going to do about it. This reminds me of every time I buy electronic equipment from what seems like any company. Something is always wrong. I thought quality was supposed to be important, but I guess not. Anyway, I need this �ixed right away. Please tell me what you want me to do.

12-16. Message 12.B: Message Strategies: Sales Messages [LO-3]

We know how awful dining hall food can be, and that’s why we’ve developed the “Mealaweek Club.” Once a week, we’ll deliver food to your dormitory or apartment. Our meals taste great. We have pizza, buffalo wings, hamburgers and curly fries, veggie roll-ups, and more!

When you sign up for just six months, we will ask what day you want your delivery. We’ll ask you to �ill out your selection of meals. And the rest is up to us. At “Mealaweek,” we deliver! And payment is easy. We accept MasterCard and Visa or a personal check. It will save money especially when compared with eating out.

Just �ill out the enclosed card and indicate your method of payment. As soon as we approve your credit or check, we’ll begin delivery. Tell all your friends about Mealaweek. We’re the best idea since sliced bread!

12-17. Message 12.C: Media Skills: Podcasting [LO-2] To access this message, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) , click on Student Assignments, and select Chapters 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) , Message 12.C. Listen to this podcast. Identify at least three ways in which the podcast could be more persuasive, and draft a brief email message you could send to the podcaster with your suggestions for improvement.

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Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Choosing a Message Strategy: [LO-1], Chapters 10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10#ch10) –11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch11#ch11) Now that you’ve explored routine, positive, negative, and persuasive messages, review the following message scenarios and identify which of the four message strategies would be most appropriate for the situation. Offer a brief justi�ication for your choices. (Depending on the particular circumstances, a scenario might lend itself to more than one type of message; just be sure to offer compelling reasons for your choices.)

12-18. An unsolicited message to your department manager, explaining why you believe the company’s experiment with self-managed work teams has not been successful

12-19. An unsolicited message to your department manager, explaining why you believe the company’s experiment with self-managed work teams has not been successful and suggesting that one of the more experienced employees (such as yourself) should be promoted to supervisor

12-20. A message to a long-time industrial customer, explaining that a glitch in your accounting system resulted in the customer being overcharged on its last �ive orders, apologizing for the problem, and assuring the customer that you will refund the overcharged amount immediately

12-21. A news release announcing that your company plans to invite back 50 employees who were laid off earlier in the year

Message Strategies: Persuasive Business Messages; Collaboration: Team Projects [LO-2] With another student, analyze the persuasive email message to Eleanor Tran at Host Marriott (Figure 12.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec9#ch12�ig5) ) by answering the following questions:

12-22. What techniques are used to capture the reader’s attention? 12-23. Does the writer use the direct or indirect organizational approach? Why? 12-24. Is the subject line effective? Why or why not? 12-25. Does the writer use an emotional or a logical appeal? Why? 12-26. What reader bene�its are included? 12-27. How does the writer establish credibility? 12-28. What tools does the writer use to reinforce his position?

Message Strategies: Persuasive Business Messages, Marketing and Sales Messages: Media Skills: Email [LO-2], [LO-3] Compose effective subject lines for the following persuasive email messages:

12-29. A recommendation was sent by email to your branch manager to install wireless networking throughout the facility. Your primary reason is that management has encouraged more teamwork, but teams often congregate in meeting rooms, the cafeteria, and other places that lack network access— without which they can’t do much of the work they are expected to do.

12-30. A message to area residents, soliciting customers for your new business, “Meals ä la Car,” a carryout dining service that delivers from most of the local restaurants.

12-31. An email message to the company president, asking that employees be allowed to carry over their unused vacation days to the following year. Apparently, many employees canceled their fourth-quarter vacation plans to work on the installation of a new company computer system. Under their current contract, vacation days not used by December 31 can’t be carried over to the following year.

12-32. Communication Ethics: Making Ethical Choices [LO-2], [LO-4] Your boss has asked you to post a message on the company’s internal blog, urging everyone in your department to donate money to the company’s favorite charity, an organization that operates a summer camp for children with physical challenges. You wind up writing a lengthy posting, packed with facts and heartwarming anecdotes about the camp and the children’s experiences. When you must work that hard to persuade your audience to take an action such as donating money to a charity, aren’t you being manipulative and unethical? Explain.

Message Strategies: Marketing and Sales Messages (Customer Bene�its) [LO-3] Determine whether the following sentences focus on features or bene�its; rewrite as necessary to focus all the sentences on bene�its.

12-33. All-Cook skillets are coated with a durable, patented nonstick surface. 12-34. You can call anyone and talk as long as you like on Saturdays and Sundays with our new FamilyTalk wireless plan.

12-35. With 8-millisecond response time, the Samsung LN-S4095D 40-inch LCD TV delivers fast video action that is smooth and crisp.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note22)

12-36. Message Strategies: Marketing and Sales Messages [LO-3] Have you ever wondered why certain websites and blogs appear at the top of the list when you use an online search engine? Or why a site you might expect to �ind doesn’t show up at all? Such questions are at the heart of one of the most important activities in online communication: search engine optimization (SEO). (SEO applies to the natural or organic search results, not the sponsored, paid results you see above, beside, or below the main search results listing.)

SEO is a complex topic that factors in dozens of variables, but even without becoming an expert in SEO, every website owner can work toward improving rankings by focusing on three important areas. First, offer fresh, highquality, audience-oriented content. Content that doesn’t appeal to people won’t appeal to search engines, either. Second, use relevant keywords judiciously, particularly in important areas such as the page title that displays at the top of the browser screen. Third, encourage links to your site from other high-quality sites with relevant content. These links from other sites are crucial because they tell the search engines that other people �ind your content interesting and useful. Not surprisingly, given the importance of links from other sites, the content sharing encouraged by social media has had a huge impact on SEO in recent years.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note23)

Locate a website for any company that sells products to consumers and write a new title for the site’s homepage (the title that appears at the top of a web browser). Make the title short enough to read quickly while still summarizing what the company offers. Be sure to use one or more keywords that online shoppers would likely use when searching for the types of products the company sells. Next, identify three high-quality websites that would be good ones to link to the site you chose. For instance, if you chose a website that sells automotive parts and supplies, one of the three linking sites could

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be a popular blog that deals with automotive repair. Or if the site you chose sells golf equipment, you might �ind a sports website that covers the professional golf tours or one that provides information about golf courses around the world.

Expand Your Skills Critique the Professionals

Visit the Facebook pages of six companies in several industries. How do the companies make use of their timeline? Do any of the companies use timeline posts to promote their products? Compare the material on the About tabs. Which company has the most compelling information here? How about the use of custom tabs; which company does the best job of using this Facebook feature? Using whatever medium your instructor requests, write a brief analysis of the message (no more than one page), citing speci�ic elements from the piece and support from the chapter.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on writing persuasive messages (either persuasive business messages or marketing and sales messages). Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

Persuasive Business Messages

MICROBLOGGING SKILLS

12-37. Message Strategies: Persuasive Business Messages [LO-2] You’ve been trying for months to convince your boss, company CEO Will Florence, to start using Twitter. You’ve told him that top executives in numerous industries now use Twitter as a way to connect with customers and other stakeholders without going through the �ilters and barriers of formal corporate communications, but he doesn’t see the value.

Your task: You come up with the brilliant plan to demonstrate Twitter’s usefulness using Twitter itself. First, �ind three executives from three companies who are on Twitter (choose any companies and executives you �ind interesting). Second, study their tweets to get a feel for the type of information they share. Third, if you don’t already have a Twitter account set up for this class, set one up for the purposes of this exercise (you can deactivate later). Fourth, write four tweets to demonstrate the value of executive microblogging: one that summarizes the value of having a company CEO use Twitter and three support tweets, each one summarizing how your three real-life executive role models use Twitter.

BLOGGING SKILLS/TEAM SKILLS

12-38. Message Strategies: Persuasive Business Messages [LO-2] As a strong advocate for the use of social media in business, you are pleased by how quickly people in your company have taken up blogging, wiki writing, and other new-media activities. You are considerably less excited by the style and quality of what you see in the writing of your colleagues. Many seem to have interpreted “authentic and conversational” to mean “anything goes.” Several of the Twitter users in the company seem to have abandoned any pretense of grammar and spelling. A few managers have dragged internal disagreements about company strategy out into public view, arguing with each other through comments on various industry-related forums. Product demonstration videos have been posted to the company’s YouTube channel virtually unedited, making the whole �irm look unpolished and unprofessional. The company CEO has written some blog posts that bash competitors with coarse and even crude language.

You pushed long and hard for greater use of these tools, so you feel a sense of responsibility for this situation. In addition, you are viewed by many in the company as the resident expert on social media, so you have some “expertise authority” on this issue. On the other hand, you are only a �irst-level manager, with three levels of managers above you, so while you have some “position authority” as well, you can hardly dictate best practices to the managers above you.

Your task: Working with two other students, write a post for the company’s internal blog (which is not viewable outside the company), outlining your concerns about these communication practices. Use the examples mentioned above, and make up any additional details you need. Emphasize that while social media communication is often less formal and more �lexible than traditional business communication, it shouldn’t be unprofessional. You are thinking of proposing a social media training program for everyone in the company, but for this message you just want to bring attention to the problem.

LETTER WRITING SKILLS

12-39. Message Strategies: Persuasive Business Messages [LO-2] The coffee shop across the street from your tiny apartment is your haven away from home —great beverages, healthy snacks, free wireless, and an atmosphere that is convivial but not so lively that you can’t focus on your homework. It lacks only one thing: some way to print out your homework and other �iles when you need hard copies. Your college’s libraries and computer labs provide printers, but you live three miles from campus, and it’s a long walk or an inconvenient bus ride.

Your task: Write a letter to the owner of the coffee shop, encouraging her to set up a printing service to complement the free wireless access. Propose that the service run at break-even prices, just enough to pay for paper, ink cartridges, and the cost of the printer itself. The bene�it to the shop would be enticing patrons to spend more time—and, therefore, more of their coffee and tea money—in the shop. You might also mention that you had to take the bus to campus to print this letter, so you bought your afternoon latté somewhere else.

EMAIL SKILLS/PORTFOLIO BUILDER

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12-40. Message Strategies: Persuasive Business Messages [LO-2] As someone who came of age in the “post-email” world of blogs, wikis, social networks, and other Web 2.0 technologies, you were rather disappointed to �ind your new employer solidly stuck in the age of email. You use email, of course, but it is only one of the tools in your communication toolbox. From your college years, you have hands-on experience with a wide range of social media tools, having used them to collaborate on school projects, to become involved in your local community, to learn more about various industries and professions, and to research potential employers during your job search. (In fact, without social media, you might never have heard about your current employer in the �irst place.) Moreover, your use of social media on the job has already paid several important dividends, including �inding potential sales contacts at several large companies, connecting with peers in other companies to share ideas for working more ef�iciently, and learning about some upcoming legislative matters in your state that could profoundly hamper your company’s current way of doing business.

You hoped that by setting an example through your own use of social media at work, your new colleagues and company management would quickly adopt these tools as well. However, just the opposite has happened. Waiting in your email in-box this morning was a message from the CEO, announcing that the company is now cutting off access to social networking websites and banning the use of any social media at work. The message says using company time and company computers for socializing is highly inappropriate and might be considered grounds for dismissal in the future if the problem gets out of hand.

Your task: You are stunned by the message. You �ight the urge to �ire off a hotly worded reply to straighten out the CEO’s misperceptions. Instead, you wisely decide to send a message to your immediate superior �irst, explaining why you believe the new policy should be reversed. Using your boss’s favorite medium (email, of course!), write a persuasive message, explaining why Facebook, Twitter, and other social networking technologies are valid—and valuable—business tools. Bolster your argument with examples from other companies and advice from communication experts.

IM SKILLS

12-41. Message Strategies: Requests for Action [LO-2] At IBM, you’re one of the coordinators for the annual Employee Charitable Contributions Campaign. Since 1978, the company has helped employees contribute to more than 2,000 health and human service agencies. These groups may offer child care; treat substance abuse; provide health services; or �ight illiteracy, home-lessness, and hunger. Some offer disaster relief or care for the elderly. All deserve support. They’re carefully screened by IBM, one of the largest corporate contributors of cash, equipment, and people to nonpro�it organizations and educational institutions in the United States and around the world. As your literature states, the program “has engaged our employees more fully in the important mission of corporate citizenship.”

During the winter holidays, you target agencies that cater to the needs of displaced families, women, and children. It’s not dif�icult to raise enthusiasm. The prospect of helping children enjoy the holidays—children who otherwise might have nothing—usually awakens the spirit of your most distracted workers. But some of them wait until the last minute and then forget.

They have until December 16 to make cash contributions. To make it in time for holiday deliveries, they can also bring in toys, food, and blankets through Tuesday, December 20. They shouldn’t have any trouble �inding the collection bins; they’re everywhere, marked with bright red banners. But some will want to call you with questions or (you hope) to make credit card contributions: 800-658-3899, ext. 3342.

Your task: It’s December 14. Write a 75- to 100-word instant message, encouraging last-minute holiday gifts.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note24)

EMAIL SKILLS

12-42. Message Strategies: Requests for Action [LO-2] Managing a new-product launch can be an aggravating experience as you try to coordinate a wide variety of activities and processes while barreling toward a deadline that is often de�ined more by external factors than a realistic assessment of whether you can actually meet it. You depend on lots of other people to meet their deadlines, and if they fail, you fail. The pressure is enough to push anybody over the edge. Unfortunately, that happened to you last week. After a barrage of bad news from suppliers and the members of the team you lead, you lost your cool in a checkpoint meeting. Shouting at people and accusing them of slacking off was embarrassing enough, but the situation got a hundred times worse this morning when your boss suggested you needed some low-pressure work for a while and removed you as the leader of the launch team.

Your task: Write an email message to your boss, Sunil, requesting to be reinstated as the project team leader. Make up any information you need.

EMAIL SKILLS

12-43. Message Strategies: Requests for Action [LO-2] You appreciate how important phones are to your company’s operations, but the amount of conversational chatter in your work area has gotten so bad that it’s hard to concentrate on your work. You desperately need at least a few quiet hours every day to engage in the analytical thinking your job requires.

Your task: Write an email message to the division vice president, Jeri Ross, asking her to designate one of the conference rooms as a quiet-zone work room. It would have WiFi so that employees can stay connected to the corporate network, but it would not have any phone service, either landline or mobile. (Mobile reception is already weak in the conference rooms, but you will propose to equip the room with a mobile signal jammer to ensure that no calls can be made or received.) In addition, conversation of any kind would be strictly forbidden. Make up any details you need.

EMAIL SKILLS/MOBILE SKILLS

12-44. Message Strategies: Requests for Action [LO-2] Your new company, WorldConnect Language Services, started well and is going strong. However, to expand beyond your Memphis, Tennessee, home market, you need a one-time infusion of cash to open branch of�ices in other cities around the Southeast. At the Entrepreneur’s Lunch Forum you attended yesterday, you learned about several angels, as they are called in the investment community—private individuals who invest money in small companies in exchange for a share of ownership. One such angel, Melinda Sparks, told the audience she is looking for investment opportunities outside of high technology, where angels often invest their money. She also indicated that she looks for entrepreneurs who know their industries and markets well, who are passionate about the value they bring to the marketplace, who are committed to growing their businesses, and who have a solid plan for how they will spend an investor’s money. Fortunately, you meet all of her criteria.

Your task: Draft an email message to Sparks, introducing yourself and your business and asking for a meeting at which you can present your business plan in more detail. Explain that your Memphis of�ice was booked to capacity within two months of opening, thanks to the growing number of international business professionals looking for translators and interpreters. You’ve researched the entire Southeast region and identi�ied at least 10 other cities that could support a

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language services of�ice such as yours. Making up whatever other information you need, draft a four-paragraph message following the AIDA model, ending with a request for a meeting within the next four weeks. You know Sparks tends to read email on her phone, so craft your message to be mobile friendly.

EMAIL SKILLS

12-45. Message Strategies: Persuasive Claims and Requests for Adjustment [LO-2] You thought it was strange that no one called you on your new mobile phone, even though you had given your family members, friends, and boss your new number. Two weeks after getting the new phone and agreeing to a $49 monthly fee, you called the service provider, InstantCall, just to see if everything was working. Sure enough, the technician discovered that your incoming calls were being routed to an inactive number. You’re glad she found the problem, but then it took the company nearly two more weeks to �ix it. When you called to complain about paying for service you didn’t receive, the customer service agent suggests you send an email to Judy Hinkley at the company’s regional business of�ice to request an adjustment.

Your task: Decide how much of an adjustment you think you deserve under the circumstances and then send an email message to Hinkley to request the adjustment to your account. Write a summary of events in chronological order, supplying exact dates for maximum effectiveness. Make up any information you need, such as problems that the malfunctioning service caused at home or at work.

LETTER WRITING SKILLS

12-46. Message Strategies: Requests for Information [LO-2] As a motivated, ambitious employee, you naturally care about your performance on the job—and about making sure your performance is being fairly judged and rewarded. Unfortunately, the company has gone through a period of turmoil over the past several years, and you have reported to seven managers during the past �ive years. One year, your annual performance review was done by someone who had been your boss for only three weeks and knew almost nothing about you or your work. Last year, your boss was �ired the day after he wrote your review, and you can’t help but wonder whether you got a fair review from someone in that situation. Overall, you are worried that your career progression and wage increases have been hampered by inconsistent and ill-informed performance reviews.

The company allows employees to keep copies of their reviews, but you haven’t been diligent about doing so. You would like to get copies of your last �ive reviews, but you heard from a colleague that the human resources department will not release copies of past reviews without approval from the managers who wrote them. In your case, however, three of the managers who reviewed you are no longer with the company, and you do not want your current boss to know you are concerned about your reviews.

Your task: Write an email message to the director of human resources, Leon Sandes, requesting copies of your performance reviews over the past �ive years. Use the information included above and make up any additional details you need.

Marketing and Sales Messages: Conventional Media

LETTER WRITING SKILLS/PORTFOLIO BUILDER

12-47. Message Strategies: Marketing and Sales Messages [LO-3] Like all other states, Kentucky works hard to attract businesses that are considering expanding into the state or relocating entirely from another state. The Kentucky Cabinet for Economic Development is responsible for reaching out to these companies and overseeing the many incentive programs the state offers to new and established businesses.

Your task: As the communication director of the Kentucky Cabinet for Economic Development, you play the lead role in reaching out to companies that want to expand or relocate to Kentucky. Visit the website of the Kentucky Cabinet for Economic Development and read “Top 10 Reasons for Locating or Expanding Your Business in Kentucky” (look under “Why Kentucky”). Identify the major bene�its the state uses to promote Kentucky as a great place to locate a business. Summarize these reasons in a one-page form letter that will be sent to business executives throughout the country. Be sure to introduce yourself and your purpose in the letter, and close with a compelling call to action (have them reach you by telephone at 800-626-2930 or by email at [email protected] (mailto:[email protected]) ). As you plan your letter, try to imagine yourself as the CEO of a company and consider what a complex choice it would be to move to another state.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note25)

LETTER WRITING SKILLS/PORTFOLIO BUILDER

12-48. Message Strategies: Marketing and Sales Messages [LO-3] Water polo is an active sport that provides great opportunities for exercise and for learning the collaborative skills involved in teamwork.

Your task: Write a one-page letter to parents of 10- to 14-year-old boys and girls, promoting the health and socialization bene�its of water polo and encouraging them to introduce their children to the sport through a local club. Tell them they can learn more about the sport and �ind a club in their area by visiting the USA Water Polo website.

WEB WRITING SKILLS

12-49. Message Strategies: Marketing and Sales Messages [LO-3] Convincing people to give their music a try is one of the toughest challenges new bands and performers face.

Your task: Imagine you’ve taken on the job of promoting an amazing new band or performer you just discovered. Choose someone you’ve heard live or online and write 100 to 200 words of webpage copy describing the music in a way that will convince people to listen to a few online samples.

WEB WRITING SKILLS/TEAM SKILLS/PORTFOLIO BUILDER

12-50. Message Strategies: Marketing and Sales Messages [LO-3] You never intended to become an inventor, but you saw a way to make something work more easily, so you set to work. You developed a model, found a way to mass-produce it, and set up a small manufacturing studio in your home. You know that other people are going to bene�it from your invention. Now all you need to do is reach that market.

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Your task: Team up with other students assigned by your instructor and imagine a useful product that you might have invented—perhaps something related to a hobby or sporting activity. List the features and bene�its of your imaginary product, and describe how it helps customers. Then write the copy for a webpage that would introduce and promote this product, using what you’ve learned in this chapter and making up details as you need them. As your instructor indicates, submit the copy as a word processor �ile or as a webpage using basic HTML formatting.

PODCASTING SKILLS

12-51. Message Strategies: Marketing and Sales Messages [LO-3] Your new podcast channel, School2Biz, offers advice to business students making the transition from college to career. You provide information on everything from preparing résumés to interviewing to �inding a place in the business world and building a successful career. As you expand your audience, you’d eventually like to turn School2Biz into a pro�itable operation (perhaps by selling advertising time during your podcasts). For now, you’re simply offering free advice.

Your task: As your instructor directs, either write a 50-word description of your new podcast or record a 30-second podcast describing the new service. Make up any information you need to describe School2Biz. Be sure to mention who you are and why the information you present is worth listening to.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note26)

LETTER WRITING SKILLS/PORTFOLIO BUILDER

12-52. Message Strategies: Marketing and Sales Messages [LO-3] Kelly Services is a large staf�ing company based in Troy, Michigan. Client �irms turn to Kelly to strategically balance their workloads and workforces during peaks and valleys of demand, to handle special projects, and to evaluate employees prior to making a full-time hiring decision. Facing the economic pressures of global competition, many companies now rely on a dynamic combination of permanent employees and temporary contractors hired through service providers such as Kelly. In addition to these staf�ing services, Kelly offers project services (managing both short- and long-term projects) and outsourcing and consulting services (taking over entire business functions).27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note27)

Your task: Write a one-page sales letter that would be sent to human resources executives at large U.S.-based corporations describing Kelly’s three groups of business services. For current information, visit the Kelly website.

WEB WRITING SKILLS/PORTFOLIO BUILDER

12-53. Message Strategies: Marketing and Sales Messages [LO-3] After a shaky start as the technology matured and advertisers tried to �igure out this new medium, online advertising has �inally become a signi�icant force in both consumer and business marketing. Companies in a wide variety of industries are shifting some of the ad budgets from traditional media such as TV and magazines to the increasing selection of advertising possibilities online—and more than a few companies now advertise almost exclusively online. That’s �ine for companies that sell advertising time and space online, but your job involves selling advertising in print magazines that are worried about losing market share to online publishers.

Online advertising has two major advantages that you can’t really compete with: interactivity and the ability to precisely target individual audience members. On the other hand, you have several advantages going for you, including the ability to produce high-color photography, the physical presence of print (such as when a magazine sits on a table in a doctor’s waiting room), portability, guaranteed circulation numbers, and close reader relationships that go back years or decades.

Your task: You work as an advertising sales specialist for the Time Inc. division of Time Warner, which publishes dozens of magazines around the world. Write a brief persuasive message about the bene�its of magazine advertising; the statement will be posted on the individual websites of Time Inc.’s numerous magazines, so you can’t narrow in on any single publication. Also, Time Inc. coordinates its print publications with an extensive online presence (including thousands of paid online ads), so you can’t bash online advertising, either.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note28)

Marketing and Sales Messages: Social Media 12-54. Message Strategies: Marketing and Sales Messages; Media Skills: Social Networking [LO-3], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) Curves is a �itness center franchise that caters to women who may not feel at home in traditional gyms. With its customer-focused and research-based approach, Curves has become a signi�icant force in the �itness industry and one of the most successful franchise operations in history.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12lev1sec27b#ch12note29)

Your task: Read about the company on its website and imagine that you are adapting this material for the company’s Face-book page. Write a “Company Overview” (95-100 words) and “Mission” statement (45-50 words).

SOCIAL NETWORKING SKILLS/TEAMWORK SKILLS

12-55. Message Strategies: Marketing and Sales Messages; Media Skills: Social Networking [LO-3], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) You chose your college or university based on certain expectations, and you’ve been enrolled long enough now to have some idea about whether those expectations have been met. In other words, you are something of an expert about the “consumer bene�its” your school can offer prospective students.

Your task: In a team of four students, interview six other students who are not taking this business communication course. Try to get a broad sample of demographics and psychographics, including students in a variety of majors and programs. Ask these students (1) why they chose this college or university and (2) whether the experience has met their expectations so far. To ensure the privacy of your respondents, do not record their names with their answers. Each member of the team should then answer these same two questions, so that you have responses from a total of 10 students.

After compiling the responses (you might use Google Docs or a similar collaboration tool so that everyone on the team has easy access to the information), analyze them as a team to look for any recurring “bene�it themes.” Is it the quality of the education? Research opportunities? Location? The camaraderie of school sporting events? The chance to meet and study with fascinating students from a variety of backgrounds? Identify two or three strong bene�its that your college or university can promise—and deliver—to prospective students.

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Now nominate one member of the team to draft a short marketing message that could be posted on your school’s Facebook page. The message should include a catchy title that makes it clear the message is a student’s perspective on why this is a great place to get a college education. When the draft is ready, the other members of the team should review it individually. Finally, meet as a team to complete the message.

MICROBLOGGING SKILLS

12-56. Message Strategies: Marketing and Sales Messages; Media Skills: Microblogging [LO-3], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) Effective microblogging messages emphasize clarity and conciseness—and so do effective sales messages.

Your task: Find the website of any product that can be ordered online (any product you �ind interesting and that is appropriate to use for a class assignment). Adapt the information on the website, using your own words, and write four tweets to promote the product. The �irst should get your audience’s attention (with an intriguing bene�it claim, for example), the second should build audience interest by providing some support for the claim you made in the �irst message, the third should increase readers’ desire to have the product by layering on one or two more buyer bene�its, and the fourth should motivate readers to take action to place an order. Your �irst three tweets can be up to 140 characters, but the fourth should be limited to 120 to accommodate a URL (you don’t need to include the URL in your message, however).

If your class is set up with private Twitter accounts, use your private account to send your messages. Otherwise, email your four messages to your instructor or post them on your class blog, as your instructor directs.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

12-57. What role do demographics and psychographics play in audience analysis during the planning of a persuasive message? [LO-1] 12-58. Why do the AIDA model and similar approaches need to be modi�ied when writing persuasive messages in social media? [LO-3]

Endnotes 1. Red Ants Pants website, accessed 8 May 2014, www.redantspants.com (http://www.redantspants.com) ; Becky Warren, “Ants on the Pants,” Country Woman, February–March 2011, www.countrywomanmagazine.com (http://www.countrywomanmagazine.com) ; Dan Testa, “Red Ants Pants: By Working Women, for Working Women,” Flathead Beacon, 4 March 2010, www.�latheadbeacon.com (http://www.�latheadbeacon.com) ; Sammi Johnson, “Outdoor Woman: Red Ants Pants,” 406 Woman, April/May 2010, 52–53; Beth Judy, “Fit for Her,” Montana Magazine, March–April 2010, 14–16;Montana Quarterly, Summer 2010, www.redantspants.com (http://www.redantspants.com) ; Devan Grote, “Red Ants Pants,” Gettysburg, Spring 2009, www.redantspants.com (http://www.redantspants.com) .

2. Jay A. Conger, “The Necessary Art of Persuasion,” Harvard Business Review, May–June 1998, 84–95; Jeanette W. Gilsdorf, “Write Me Your Best Case for . . .,” Bulletin of the Association for Business Communication 54, no. 1 (March 1991): 7–12.

3. “Vital Skill for Today’s Managers: Persuading, Not Ordering, Others,” Soundview Executive Book Summaries, September 1998, 1.

4. Mary Cross, “Aristotle and Business Writing: Why We Need to Teach Persuasion,” Bulletin of the Association for Business Communication 54, no. 1 (March 1991): 3–6.

5. Stephen Bayley and Roger Mavity, “How to Pitch,” Management Today, March 2007, 48–53.

6. Robert B. Cialdini, “Harnessing the Science of Persuasion,” BusinessWeek, 4 December 2007, www.businessweek.com (http://www.businessweek.com) .

7. Wesley Clark, “The Potency of Persuasion,” Fortune, 12 November 2007, 48; W. H. Weiss, “Using Persuasion Successfully,” Supervision, October 2006, 13–16.

8. Tom Chandler, “The Copywriter’s Best Friend,” The Copywriter Underground blog, 20 December 2006, http://copywriterunderground.com (http://copywriterunderground.com) .

9. Raymond M. Olderman, 10-Minute Guide to Business Communication (New York: Macmillan Spectrum/Alpha Books, 1997), 57–61.

10. John D. Ramage and John C. Bean, Writing Arguments: A Rhetoric with Readings, 3rd ed. (Boston: Allyn & Bacon, 1995), 430–442.

11. Philip Vassallo, “Persuading Powerfully: Tips for Writing Persuasive Documents,” Et Cetera, Spring 2002, 65–71.

12. Dianna Booher, Communicate with Con�idence (New York: McGraw-Hill, 1994), 102.

13. Conger, “The Necessary Art of Persuasion.”

14. “Social Factors in Developing a Web Accessibility Business Case for Your Organization,” W3C website, accessed 4 February 2013, www.w3.org (http://www.w3.org) .

15. Tamar Weinberg, The New Community Rules: Marketing on the Social Web (Sebastapol, Calif.: O’Reilly Media, 2009), 22; 23–24; 187–191; Larry Weber, Marketing to the Social Web (Hoboken, N.J.: Wiley, 2007), 12–14; David Meerman Scott, The New Rules of Marketing and PR (Hoboken, N.J.: Wiley, 2007), 62; Paul Gillin, The New In�luencers (Sanger, Calif.: Quill Driver Books, 2007), 34–35; Jeremy Wright, Blog Marketing: The Revolutionary Way to Increase Sales, Build Your Brand, and Get Exceptional Results (New York: McGraw-Hill, 2006), 263–365.

16. Ingrid Lunden, “Global Mobile Ad Spend Jumped 105% in 2013, on Track for $31.5B In 2014 Led by Google, Says eMarketer,” TechCrunch, 19 March 2014, http://techcrunch.com (http://techcrunch.com) .

17. Inessa Davydova, “The Rise in Mobile Video,” DigitalSurgeons, 1 October 2013, www.digitalsurgeons.com (http://www.digitalsurgeons.com) .

18. Chris Kelley, “Why You Need a Mobile Website,” V2 Marketing Communications, 18 June 2013, http://blog.marketingv2.com (http://blog.marketingv2.com) .

19. Gilsdorf, “Write Me Your Best Case for . . .”

20. Robert Brady, “The Dark Side of Remarketing,” Clix, 21 January 2014, www.clixmarketing.com (http://www.clixmarketing.com) ; Miguel Helft and Tanzina Vega, “Retargeting Ads Follow Surfers to Other Sites,” New York Times, 29 August 2010, www.nytimes.com (http://www.nytimes.com) .

21. “How to Comply with the Children’s Online Privacy Protection Rule,” U.S. Federal Trade Commission website, accessed 17 July 2010, www.ftc.gov (http://www.ftc.gov) ; “Frequently Asked Advertising Questions: A Guide for Small Business,” U.S. Federal Trade Commission website, accessed 17 July 2010,

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www.ftc.gov (http://www.ftc.gov) .

22. Samsung website, accessed 22 October 2006, www.samsung.com (http://www.samsung.com) .

23. “Webmaster Guidelines,” Google, accessed 5 February 2013, www.google.com (http://www.google.com) ; Brian Clark, “How to Create Compelling Content That Ranks Well in Search Engines,” Copyblogger, May 2010, www.copyblogger.com (http://www.copyblogger.com) ; P. J. Fusco, “How Web 2.0 Affects SEO Strategy,” ClickZ, 23 May 2007, www.clickz.com (http://www.clickz.com) .

24. IBM website, accessed 15 January 2004, www.ibm.com (http://www.ibm.com) ; “DAS Faces an Assured Future with IBM,” IBM website, accessed 16 January 2004, www.ibm.com (http://www.ibm.com) ; “Sametime,” IBM website, accessed 16 January 2004, www.ibm.com (http://www.ibm.com) .

25. Kentucky Cabinet for Economic Development website, accessed 8 May 2014, www.thinkkentucky.com (http://www.thinkkentucky.com) .

26. Adapted from Podcast Bunker website, accessed 19 July 2010, www.podcastbunker.com (http://www.podcastbunker.com) .

27. Kelly Services website, accessed 19 July 2010, www.kellyservices.com (http://www.kellyservices.com) .

28. Time Inc. website, accessed 8 May 2014, www.timewarner.com (http://www.timewarner.com) .

29. Curves website, accessed 19 July 2010, www.curves.com (http://www.curves.com) .

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PART 5 Reports and Proposals

CHAPTER 13 Finding, Evaluating, and Processing Information (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13)

CHAPTER 14 Planning Reports and Proposals (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14#ch14) CHAPTER 15 Writing and Completing Reports and Proposals

(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15#ch15)

Reports and proposals are the “major leagues” of business communication. These are the tools you use to analyze complex problems, educate audiences, address opportunities in the marketplace, win contracts, and even launch new companies through compelling business plans. Adapt what you’ve learned so far to the particular challenges of long-format messages, including some special touches that can make formal reports stand out from the crowd.

koh sze kiat/Shutterstock

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British retail giant Tesco relies on extensive audience research to plan and craft its consumer messages.

13 Finding, Evaluating, and Processing Information LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Describe an effective process for conducting business research 2 De�ine secondary research, and explain how to evaluate, locate, and document information sources 3 De�ine primary research, and outline the steps involved in conducting surveys and interviews 4 Describe the major tasks involved in processing research results 5 Explain how to summarize research results and present conclusions and recommendations

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Tesco

Most consumers enjoy the bene�its of stiff price competition among their local grocery stores, but the competition is anything but enjoyable for grocery retailers. In the United States, the average grocery store’s after-tax pro�it margin hovers around 1 percent. With so little room for error, grocers need to stay on top of consumer behavior to make sure they offer the right mix of products at the right prices.

To survive in this tough business, Tesco, the leading grocery retailer in the United Kingdom, devotes considerable effort to acquiring and processing information about its customers. This information is used in a variety of documents to drive both strategic and tactical decisions.

For example, when demographic research indicated a growing number of immigrants from Poland to the UK, the store reached out to Polish-speaking consumers to learn more about their wants and needs. After a successful experiment in a few stores, Tesco expanded its Polish foods selection to roughly a hundred other stores. In another instance, the marketing team couldn’t �igure out why �lowers and wine had become such hot sellers during a particular week at the beginning of summer that didn’t coincide with any regular holidays. Analysis of sales data revealed that families were buying these items as gifts for their children’s teachers at the end of the school year, so the company responded by making sure these items were stocked in plentiful supply during that week.

Research has helped the company in numerous ways, but its recent attempt to expand into the U.S. market demonstrates that simply conducting market research doesn’t automatically eliminate the risks involved in major business decisions. After studying the market for two decades, Tesco opened nearly 200 Fresh & Easy Neighborhood Markets in California, Nevada, and Arizona. Within a few years, however, the company announced that the investment was not paying off as expected and it was putting the Fresh & Easy chain up for sale and leaving the U.S. market.

The company’s timing had been unfortunate. It launched relatively upscale stores just as the U.S. economy was tanking and consumers began tightening their belts. But larger economic issues were not the only problem. According to retail experts, one key reason for Tesco’s stumble was that, after conducting years of in-depth study on the market and U.S. consumer habits, the company “then ignored much of that research, deciding to set up the stores it wanted, rather than listening to its potential customers.” Gathering information, in other words, is only half the job. That information has to be put to good use, too.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note1)

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1 LEARNING OBJECTIVE Describe an effective process for conducting business research.

13.1 Planning Your Research Whether you’re planning a simple report or an entire business plan, make sure your reporting, analysis, and recommendations are supported with solid research. Figure 13.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec1#ch13�ig1) outlines a �ive-step research process that will help you gather and use information ef�iciently; you’ll learn more about these steps in the following sections.

With so much information now online, it’s tempting just to punch some keywords into a search engine and then grab the �irst few results that show up. However, effective and ef�icient research requires a more thoughtful approach. Your favorite search engine might not be able to reach the webpages that have the information you need, the information might not be online at all, it might be online but not under the search terms you’ve used, or the it might not even exist in any form.

Audiences expect you to support your business messages with solid research.

To maximize your chances of �inding useful information and to minimize the time you spend looking for it, follow these planning steps: Familiarize yourself with the subject so that you can frame insightful questions, identify the most critical gaps in your information, and then prioritize your research needs. However, before launching any research project, be sure to take a moment or two to consider the ethics and etiquette of your approach.

Researching without a plan wastes time and usually produces unsatisfactory results.

MAINTAINING ETHICS AND ETIQUETTE IN YOUR RESEARCH Your research tactics affect the people you gather data and information from, the people who read your results, and the people who are affected by the way you present those results. To avoid ethical lapses, keep the following points in mind:

Take precautions to avoid ethical lapses in your research.

Don’t force a speci�ic outcome by skewing your research. Approach your research with an open mind and a willingness to accept whatever you �ind, even if it’s not what you expect or want to see.

Figure 13.1 The Research Process

By following a methodical research process, you can save time and money while uncovering better information.

Respect the privacy of your research participants.

Privacy is a contentious issue today. Businesses believe they have a right to protect their con�idential information from competitors, and consumers believe they have a right to protect their personal information from businesses.

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Get clear answers to murky copyright questions

Find out what is covered by copyright, what isn’t, and how to secure a copyright for your own work. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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Document sources and give appropriate credit. Whether you are using published documents, personal interviews, or company records, citing your sources not only is fair to the people who created and provided the information but also helps your audience members con�irm your information or explore it in more detail, if they so choose.

Respect the intellectual property and digital rights of your sources. For example, your research might turn up a great new way to sell services online, but that doesn’t mean you’re free to implement that process. It might be protected by one of the many patents that have been granted in recent years for business process models.

Don’t automatically assume that you can use all the ideas and information you �ind online.

Don’t extract more from your sources than they actually provide. In other words, don’t succumb to the temptation to put words in a source’s mouth. For instance, if an industry expert says that a sales increase is possible, don’t quote him or her as saying that a sales increase is probable.

Don’t misrepresent who you are or what you intend to do with the research results. One classic example of ethical lapses in this area is known as sugging, short for selling under the guise of research. For example, a �irm might appear to be conducting a survey when it is, in fact, using the questions to identify hot sales leads. Another unethical variation on sagging is following up a real survey with sales calls, using information that respondents shared in the belief that they were only participating in a survey.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note2)

MOBILE APPS

Instapaper’s mobile app lets you instantly save web pages and articles to read later, a convenient capability when you’re exploring a topic and want to collect potential sources for review.

Research etiquette deserves careful attention, too. For example, respect the time of anyone who agrees to be interviewed or to be a research participant, and maintain courtesy throughout the interview or research process. For more information on research ethics and etiquette, review the Code of Standards and Ethics for Survey Research published by the Council of America Survey Research Organizations.

FAMILIARIZING YOURSELF WITH THE SUBJECT Give yourself some unstructured time at the beginning of the project to explore the general subject area, perhaps by reading industry publications and blogs, visiting competitors’ websites, and interviewing experts within your organization. Scan the tables of contents and indexes of books on the subject. Some of the newest online search tools can be quite helpful in this regard; see “Finding Information Online” on page 349 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec6#page_349) .

Avoid false starts and blind alleys by familiarizing yourself with new subject areas before you start your research.

When you have a basic grasp of the subject area, develop a problem statement (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term14) that de�ines the problem or purpose of your research—the decision you need to make or the conclusion you need to reach at the end of the process. You may �ind it easier to phrase the problem as a question, such as “How can we improve customer satisfaction?” or “Does Apple’s new TV system pose a competitive threat to us?”

The problem statement de�ines the purpose of your research and guides your investigation.

IDENTIFYING INFORMATION GAPS Your problem statement frames the purpose of your research, but it doesn’t usually tell you what speci�ic information you need to �ind. Your next task is to dig deeper to discover the speci�ic information gaps that need to be �illed through research. You or someone in your company may already have some of the information you need, and you don’t want to waste time or money gathering information you already have.

Focus your research by identifying the most important gaps in your information.

For instance, the question “How can we improve customer satisfaction?” is too vague because many separate factors contribute to customer satisfaction. To get useful information, you would break this topic down into speci�ic issues, such as product reliability and customer service skills. Digging further, you may discover that you don’t need to research product reliability because the company already tracks data on product repairs. However, if no one has ever measured the employees’ customer service skills, you would identify that as a de�inite information gap.

PRIORITIZING RESEARCH NEEDS Prioritizing your research needs is important because you won’t have the time or money to answer every question you might have. Moreover, if you’ll be using interviewers or surveys, you’ll need to limit the number of questions you ask so that you don’t consume more time than people are willing to give. One simple way to prioritize is to divide your questions into “need to know” and “nice to know” and then toss out all the “nice to know” questions. If you start with a technique such as information gap analysis, you will get a clear idea of the information you truly need to collect.

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You usually won’t have enough time or money to answer every question that comes to mind, so setting priorities is a must.

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2 LEARNING OBJECTIVE De�ine secondary research, and explain how to evaluate, locate, and document information sources.

13.2 Conducting Secondary Research With a clear plan and careful prioritization, you’re ready to conduct research, and the �irst step is to see whether anyone else has already done some or all of the research you need. Consulting research that was done previously for another purpose is considered secondary research (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term17) . The sources for such information include print and online periodicals, online databases, books, and other research reports. (Some companies specialize in reports on particular industries, companies, technologies, market regions, and other subjects.)

Don’t let the name secondary fool you, though. You want to start with secondary research because it can save you considerable time and money, although you may have to pay to see someone else’s results. In contrast, primary research (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term13) (see page 352 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec6#page_352) ) is new research done speci�ically for the current project.

Primary research contains information that you gather speci�ically for a new research project; secondary research contains information that others have gathered for other purposes.

Start your research by conducting secondary research �irst.

EVALUATING SOURCES No matter where you’re searching, it is your responsibility to separate quality information from unreliable or misleading junk, so you don’t taint your results. Social media have complicated this challenge by making many new sources of information available. On the positive side, independent sources communicating through blogs, wikis, Twitter, user-generated content sites, and podcasting channels can provide valuable and unique insights, often from experts whose voices might never be heard otherwise. On the negative side, these nontraditional information sources often lack the editorial boards and fact checkers commonly used in traditional publishing. You cannot assume that the information you �ind in blogs and other sources is accurate, objective, and current. Answer the following questions about each piece of material:

Evaluate your sources carefully to avoid embarrassing and potentially damaging mistakes.

Does the source have a reputation for honesty and reliability? Naturally, you’ll feel more comfortable using information from an established source that has a reputation for accuracy. But don’t let your guard down completely; even the �inest reporters and editors can make mistakes. For sources that are new or relatively unknown, your safest bet is to corroborate anything you learn with information from several other sources.

Is the source potentially biased? The individual or organization providing the information might have a particular bias or point of view regarding the information and its context. Such bias is neither inherently bad nor unethical, but you need to be aware of it to interpret the information you �ind.

What is the purpose of the material? Was the material designed to inform others of new research, advance a position, or stimulate discussion? Was it designed to promote or sell a product? Be sure to distinguish among advertising, advocating, and informing.

Is the author credible? Find out whether the person or the publisher is well known in the �ield. Is the author someone with hands-on experience in the subject area or merely an observer with an opinion?

Where did the source get its information? Many sources of secondary information get their material from other secondary sources, removing you even further from the original data.

Can you verify the material independently? Veri�ication can uncover biases or mistakes—which is particularly important when the information goes beyond simple facts to include projections, interpretations, and estimates. If you can’t verify critical information, let your audience know that.

Let your readers know if you were unable to verify critical pieces of information obtained in your research.

Is the material current? Make sure you are using the most current information available by checking the publication or posting date.

Is the material complete? Have you accessed the entire document or only a selection from it? If it’s a selection, which parts were excluded? Do you need more detail?

Are all claims supported with evidence? Are opinions presented as facts? Does the writer make broad claims, such as “most people believe . . .” without citing any surveys to prove his or her point?

Do the source’s claims stand up to logical scrutiny? Finally, step back and ask whether the information makes sense. If that little voice in your head says that something sounds suspicious, listen!

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You probably won’t have time to conduct a thorough background check on all your sources, so focus your efforts on the most important or most suspicious pieces of information.

LOCATING SOURCES Even if you intend to eventually conduct primary research, start with a review of any available secondary research. Inside the company, you might be able to �ind a variety of documents prepared for other projects that offer helpful information. Be sure to ask whether your company has a knowledge management system or some other repository for research results. (See “Managing Information” on page 359 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec23#page_359) for more on this topic.) Outside the company, you can choose from a wide range of print and online resources, some of which are included in Table 13.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec6#ch13tab1) .3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note3) (Of course, the list in this table represents a tiny fraction of the secondary resources available.) For instance, if you want to know more about a speci�ic company, one of the �irst things you’ll need to �ind out is whether the company is public (sells shares of stock to the general public) or private. Public corporations, which are required to submit extensive �inancial reports to government agencies, usually have more information available than private companies.

Finding Information at the Library

Public, corporate, and university libraries offer an enormous array of business books, electronic databases, newspapers, periodicals, directories, almanacs, and government publications. Some of these printed sources provide information that is not available online, and some of the online sources provide information that is available by subscription. Don’t assume that you can �ind everything you need through your own online research.

Libraries are also where you’ll �ind one of your most important resources: librarians. Reference librarians are skilled in research strategies and can often help you locate obscure information you can’t �ind on your own. They can also direct you to many sources of business information. Also, many library websites now have a business portal, with links to helpful resources and advice on �inding information.

Libraries offer information and resources you can’t �ind anywhere else—including research librarians who can show you how to plan and conduct effective searches.

Whether you’re looking for information in printed materials or in databases, each type of resource serves a special function:

Newspapers and periodicals. Libraries offer access to a wide variety of popular magazines, general business magazines, trade journals (which provide information about speci�ic professions and industries), and academic journals (which provide research-oriented articles from researchers and educators). Check the library’s website or ask a librarian to see which periodicals are available in print or digital formats.

Business books. Although generally less timely than newspapers, periodicals, and online sources, business books provide in-depth coverage of a variety of business topics. Many libraries now offer online access to their card catalogs so you can see if they have speci�ic titles in their collections.

Directories. Thousands of directories are published in print and electronic formats in the United States, and many include membership information for all kinds of professions, industries, and special-interest groups.

Almanacs and statistical resources. Almanacs are handy guides to factual and statistical information about countries, politics, the labor force, and so on. One of the most extensive, the Statistical Abstract of the United States, published annually by the U.S. Department of Commerce, contains statistics about occupations, government, population, health, business, crime, and the environment.

TABLE 13.1 Important Resources for Business Research

COMPANY, INDUSTRY, AND PRODLICT RESOURCES AnnualReports.com (http://AnnualReports.com) . Free access to annual reports from thousands of public companies. Brands and Their Companies/Companies and Their Brands. Contains data on several hundred thousand consumer products, manufacturers, importers, marketers, and distributors. Also available as an online database; ask at your library. D&B Directories. A variety of directories, including America’s Corporate Families (ownership connections among companies), Business Rankings (25,000 leading companies), Directory of Service Companies (more than 50,000 companies in the service sector), and Industrial Guide (more than 120,000 manufacturing companies). Hoover’s Handbook of American Business. Pro�iles of hundreds of in�luential public and private corporations. Hoover’s Online. Database of millions of companies worldwide, including in-depth coverage of thousands of leading companies around the world. Basic information available free; in-depth information requires a subscription. Manufacturing & Distribution USA. Data on thousands of companies in the manufacturing, wholesaling, and retailing sectors. NAICS Codes. North American Industry Classi�ication System. Reference USA. Concise information on millions of U.S. companies; subscription database. SEC �ilings. SEC �ilings, including 10Ks, 10Qs, annual reports, and prospectuses for U.S. public �irms. Standard & Poor’s Net Advantage. Comprehensive range of directories and databases focusing on publicly traded companies and their industries and markets. ThomasNet. Information on thousands of U.S. manufacturers, indexed by company name and product.

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RESEARCH DIRECTORIES AND INDEXES Books in Print. Database indexes millions of books, audio books, and video titles from around the world. Available in print and professional online versions. Directories in Print. Information on thousands of business and industrial directories. Encyclopedia of Associations. Index of thousands of associations, listed by broad subject category, speci�ic subject, association, and location. Available as an online database as well. Reader’s Guide to Periodical Literature. Classic index of general-interest magazines, categorized by subject and author; also available in electronic format, including a version with the full text of thousands of articles.

TRADEMARKS AND PATENTS Of�icial Gazette of the United States Patent and Trademark Of�ice. Weekly publication (one for trademarks and one for patents) providing of�icial record of newly assigned trademarks and patents, product descriptions, and product names. United States Patent and Trademark Of�ice. Trademark and patent information records.

STATISTICS AND OTHER BUSINESS DATA Bureau of Economic Analysis. Large collection of economic and government data. Europa—The European Union Online. A portal that provides up-to-date coverage of current affairs, legislation, policies, and EU statistics. FedStats. Access to a full range of statistics and information from more than 70 U.S. government agencies. Key Business Ratios (Dun & Bradstreet). Industry, �inancial, and performance ratios. Information Please Almanac. Compilation of broad-range statistical data, with strong focus on labor force. Annual Statement Studies. Industry, �inancial, and performance ratios published by the Risk Management Association. Statistical Abstract of the United States. Annual compendium of U.S. economic, social, political, and industrial statistics. The World Almanac and Book of Facts. Facts on economic, social, educational, and political events for major countries. U.S. Bureau of Labor Statistics. Extensive national and regional information on labor and business, including employment, industry growth, productivity, the Consumer Price Index (CPI), and the overall U.S. economy. U.S. Census Bureau. Demographic data and analysis on consumers and businesses based on census results.

COMMERCIAL DATABASES (Require subscriptions; check with your school library) ABI/INFORM Trade & Industry. Access to more than 750 periodicals and newsletters that focus on speci�ic trades or industries. Business Source Premier (Ebsco). Access to a variety of databases on a wide range of disciplines from leading information providers. ProQuest Dialog. Hundreds of databases that include areas such as business and �inance, news and media, medicine, pharmaceuticals, references, social sciences, government and regulation, science and technology, and more. ProQuest. Thousands of periodicals and newspapers with extensive archives. HighBeam Research. Thousands of full-text newspaper, magazine, and newswire sources, plus maps and photographs. Gale Business & Company Resource Center. A comprehensive research tool designed for undergraduate and graduate students, job searchers, and investors; offers a wide variety of information on companies and industries. LexisNexis. Several thousand databases covering legal, corporate, government, and academic subjects.

Government publications. Information on laws, court decisions, tax questions, regulatory issues, and other governmental concerns is often available in collections of government documents. A librarian can direct you to the information you want.

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Step up your search skills

Learn tips and tricks that will make your Google searches better and faster. Go to http://real-timeupdates.com/bct13 (http://http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Databases. Databases offer vast collections of searchable information, often in speci�ic areas, such as business, law, science, technology, and education. Some of these are available only by institutional subscription, so the library may be your only way to gain access to them. Some libraries offer remote online access to some or all databases; for others, you need to visit in person.

Local, state, and federal government agencies publish a huge array of information that is helpful to business researchers.

Finding Information Online

The Internet can be a tremendous source of business information, provided that you know how to approach a search, where to look, and how to use the tools available. Roughly speaking, the tools fall into two categories: those you can use to actively search for existing information and those you can use to monitor selected sources for new information. (Some tools can perform both functions.)

Online research tools can be used to search for existing information and to monitor for new information.

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Online Search Tools The most familiar search tools are general-purpose search engines (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term16) , such as Google and Bing, which scan millions of websites to identify individual webpages that contain a speci�ic word or phrase and then attempt to rank the results from most useful to least useful. Search engines have the advantage of scanning millions or billions of individual webpages, and the best engines use powerful ranking algorithms to present the pages that are probably the most relevant to your search request.

To be a successful online researcher, you need to expand your toolkit beyond the popular search engines.

For all their ease and power, conventional search engines have three primary shortcomings: (1) no human editors are involved to evaluate the quality or ranking of the search results; (2) various engines use different search techniques, so they often �ind different material; and (3) search engines can’t reach all the content on some websites (this part of the Internet is sometimes called the hidden Internet or the deep Internet).

Today’s search engines are powerful tools, but they still have important limitations.

Web directories bene�it from having human editors evaluate and select websites.

A variety of tools are available to overcome the three main weaknesses of generalpurpose search engines, and you should consider using one or more of them in your business research. First, web directories (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term19) such as the Open Directory Project and Internet Public Library use human editors to categorize and evaluate websites. A variety of other directories focus on speci�ic media types, such as blogs or podcasts.

Metasearch engines can save you time by employing multiple search engines at once.

Second, metasearch engines (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term9) help overcome the differences among search engines by formatting your search request for multiple search engines, making it easy to �ind a broader range of results. With a few clicks, you can compare results from multiple search engines to make sure you are getting a broad view of the material.

Online databases give you access to some of the most important resources that search engines usually can’t reach: millions of newspaper, magazine, and journal articles.

Third, online databases (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term11) help address the challenge of the hidden Internet by offering access to newspapers, magazines, journals, electronic copies of books, and other resources often not available with standard search engines. Some of these databases offer free access to the public, but others require a subscription (check with your library). Also, a variety of specialized search engines now exist to reach various parts of the hidden Internet.

To stay up to date on a research topic, subscribe to RSS feeds, search engine alerts, or Twitter updates from knowledgeable individuals.

Online Monitoring Tools One of the most powerful aspects of online research is the ability to automatically monitor selected sources for new information so that you can get new information without doing manual searches repeatedly. The possibilities include subscribing to newsfeeds from blogs and websites; following people on Twitter and other microblogs; setting up alerts on search engines and online databases; and using specialized monitors such as TweetBeep, TweetDeck, and HootSuite to track tweets that mention speci�ic companies or other terms.

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Use this powerful search tool for easier online searches

Bovée and Thill Web Search is a custom metasearch engine that automatically formats more than 300 types for searches for optimum results. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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Try these 100 serious search tools

This list is billed as “100 serious tools for academic search,” but most are great tools for general business research, too. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Exercise some care when setting up monitoring tools, however, because it’s easy to get overwhelmed by the �lood of information. Remember that you can always go back and search your information sources if you need to gather additional information.

Search Tips

Search engines, metacrawlers, and databases offer a variety of ways to �ind information. Unfortunately, no two of them work in exactly the same way, and you have to learn how to use each one most effectively. This learning may take a few extra minutes at the beginning of your research, but it could save you hours of lost time later on—and save you from embarrassing oversights.

Make sure you know how each search engine, directory, meta-search engine, or database works; they work in different ways, and you can get unpredictable results if you don’t know how each one operates.

The most basic form of searching is a keyword search, in which the engine or database attempts to �ind items that include all the words you enter. A Boolean search expands on this capability by using search operators that let you de�ine a query with greater precision. Common operators include AND (the search must include both words before and after the AND), OR (the search can include either or both words), and NOT (the search ignores items with whatever word comes after NOT). For example:

corporate AND pro�its �inds webpages or database entries that contain both corporate and pro�its.

corporate OR pro�its �inds items that contain either corporate or pro�its but not necessarily both.

corporate NOT pro�its �inds items that contain corporate but excludes all those that contain the word pro�its.

Boolean searches can also include operators that let you �ind a particular word in close proximity to other words or use wildcards to �ind similar spellings (such as pro�it, pro�its, and pro�itability).

As a simpler alternative to Boolean searches, some search engines and databases offer natural language searches, which let you ask questions in normal, everyday English. (Natural language is what humans speak, as opposed to the languages computers speak.) For example, “Which video game companies are the most pro�itable?” is a natural language query. Be aware that some search tools let you choose keyword, Boolean, or natural language searches, so make sure you know which method you’re using.

MOBILE APPS

Access and add to your Zotero research �iles with a variety of Zotero-compatible mobile apps.

Several search tools offer forms-based searches that help you create powerful queries without needing to learn any special techniques. As the name implies, you simply �ill out an online form that typically lets you specify parameters such as date ranges, words to include or exclude, language, Internet domain name, and even �ile and media types. To access these forms, click on “advanced search” or a similar option.

To make the best use of any search engine or database, keep the following points in mind:

Think before you search. The neatly organized results you get from a search engine can create the illusion that the Internet is an orderly warehouse of all the information in the universe, but the reality is far different. The Internet is an incomplete, unorganized hodge-podge of millions of independent websites with information that ranges in value from priceless to worse-than-worthless. After you have identi�ied what you need to know, spend a few moments thinking about where that information might be found, how it might be structured, and what terms various websites might use to describe it.

Search engine results can create the illusion that the Internet is a complete, well-organized warehouse of reliable information. However, it is neither complete nor organized, and not all the information is reliable.

Read the instructions. You can usually �ind a Help or Support page that explains both basic and advanced functions, with advice on how to use a particular tool most effectively.

Pay attention to the details. Details can make all the difference in a search. For example, if you use multiple words in your search phrase, Bing advises you to put the most important words �irst because word order affects search results.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note4)

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Learn to use Google more effectively

Google’s Inside Search offers the tips and techniques you need to get the best research results in the least amount of time. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Review the search and display options carefully. When searching in databases, for instance, pay close attention to whether you are searching in the title, author, subject, or document �ield and whether the search is limited to particular types of documents (such as full-text documents only). Each choice will return different results. And when the results are displayed, verify the presentation order; results might be sorted by date or by relevance.

Try variations of terms. If you can’t �ind what you’re looking for, try abbreviations (CEO, CPA), synonyms (man, male), related terms (child, adolescent, youth), different spellings (dialog, dialogue), singular and plural forms (woman, women), nouns and adjectives (manager, management, managerial), and open and compound forms (online, on line, on-line). Some search engines search for such synonyms automatically.

Adjust the scope of your search, if needed. If a search yields little or no information, broaden your search by specifying fewer terms. Conversely, if you’re inundated with too many hits, use more terms to narrow your search.

Look beyond the �irst few pages of results. Don’t assume that the highest-ranking results are the best sources for you. For example, materials that haven’t been optimized for search engines won’t rank as highly (meaning they won’t show up in the �irst few pages of results), but they may be far better for your purposes.

Be sure to look beyond the �irst few pages of search results; there is no guarantee that the best information for your project will appear early in the listings.

Search technologies continue to evolve rapidly, so look for new ways to �ind the information you need. Some tools search or monitor speci�ic media or channels in better ways, whereas others approach searches in new ways. For instance, Yolink �inds webpages like a regular search engine does but also searches through documents and webpages that are linked to those �irst-level results.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note5) Pearltrees taps into the “hive mind” by showing links to information that other users have collected on the topics you’re interested in.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note6)

Other powerful search tools include desktop search engines that search all the �iles on your personal computer, enterprise search engines that search all the computers on a company’s network, research and content managers such as LiveBinders and the Zotero browser extension, social tagging or bookmarking sites such as Reddit, and curation sites such as Pinterest and Scoop.it (http://Scoop.it) .

For research innovations from a mobile perspective, see “Research on the Go with Mobile Devices” on the next page.

DOCUMENTING YOUR SOURCES Documenting the sources you use in your writing serves three important functions: It properly and ethically credits the person who created the original material, it shows your audience that you have suf�icient support for your message, and it helps your readers explore your topic in more detail, if desired. Your results might be used by people long after you conducted the research, and these people won’t always have the opportunity to query you in person for more information.

Proper documentation of the sources you use is an ethical responsibility—and an important resource for your readers.

Be sure to take advantage of source documentation tools whenever you can, to help ensure that you accurately track all your sources. Most word-processing programs can automatically track and number endnotes for you, and you can use the “table of authorities” feature to create a bibliography of all the sources you’ve used. A wide variety of citation management or reference management tools are available with popular web browsers.

You may document your sources through footnotes, endnotes, or some similar system (see Appendix B (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm02#bm02) , “Documentation of Report Sources”). Whatever method you choose, documentation is necessary for books, articles, tables, charts, diagrams, song lyrics, scripted dialogue, letters, speeches, and anything else you take from someone else, including ideas and information that you’ve re-expressed through paraphrasing or summarizing.

However, you do not have to cite a source for general knowledge or for specialized knowledge that’s generally known among your readers. For example, almost everyone knows that Nike is a large sporting goods company and that computers are pervasive in business today. You can say so on your own authority, even if you’ve read an article in which the author says the same thing.

Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) notes that copyright law covers the expression of creative ideas, and copyrights can apply to a wide range of materials, including reports and other documents, web content, movies, musical compositions, lectures, computer programs, and even choreographed dance routines. Copyright protection is initiated the moment the expression is put into �ixed form. Copyright law does not protect such elements as titles, names, short phrases, slogans, familiar symbols, or lists of ingredients or contents. It also doesn’t protect ideas, procedures,

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methods, systems, processes, concepts, principles, discoveries, or devices, although it does cover their description, explanation, or illustration.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note7) (Note that many of the entities that aren’t covered under copyright law are covered under other legal protections, such as patents for devices and processes and trademarks for slogans.)

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT

Research on the Go with Mobile Devices

Smartphones and tablets have opened up new possibilities for collecting information for business reports and other communication purposes. Using built-in capabilities such as audio and video recording, as well as apps made speci�ically for research, business researchers can collect qualitative and quantitative information in a variety of ways:

Mobile surveys. Tablets with interactive software can replace the clipboards long used by researchers for “mall intercept” surveys and other efforts to collect data from shoppers.

Collecting and sharing. Collaborative apps such as Pearl-trees make it easy to collect online information and organize it across multiple devices, then connect with relevant information collected by other users.

Note taking. Evernote, OneNote, and other note-taking apps simplify the process of compiling notes, webpages, photos, and other pieces of research.

Sketching. Sometimes a simple picture is more powerful than words or photos. With touchscreen apps on phones and tablets, researchers can quickly sketch maps, process diagrams, and other visuals on the spot.

Audio, photo, and video recording. Whether it’s snapping images of street scenes for a report on potential store locations or recording test subjects using a new product prototype, the audiovisual capabilities of today’s mobile devices give researchers a host of new tools.

Document scanning. Scanning apps let researchers record and organize images of documents that can’t be removed from their storage locations.

Real-time thoughts and impressions. Asking survey subjects to record information on their mobile devices while they are observing store displays or making purchase decisions, for example, promises to enhance some classic research methods. With the old methods, shoppers would answer survey questions about the choices they made well after the fact, leaving the accuracy of their answers up to the quality of the memories. With their mobile phones in hand, shoppers who’ve agreed to participate in research can describe their impressions and decisions on the spot and even take photos of displays that caught their eye.

As more consumers adopt mobile devices and software developers continue to create new research apps, mobile research promises to revolutionize research the same way it was changed business communication in general.

CAREER APPLICATIONS

1. Assume you’re about to visit another college where you’re applying for the masters’ program, and you want to learn as much as you can about the school in the limited time you have available. How could you use your mobile phone to improve your information collection?

2. Mobile research raises some important ethical and legal questions involving privacy. Identify three possible privacy violations that researchers need to guard against.

Sources: Shelly Terrell, “Research on the Go! Effective Research with Mobile Devices,” presentation, 7 November 2013, www.slideshare.net (http://www.slideshare.net) ; Derek Matisz, “Mobile-Enabled Ethnography: 4 Tips for Using Mobile Devices in Your Research,” Vision Critical blog, 24 July 2013, www.visioncritical.com (http://www.visioncritical.com) ; “Let’s Go Shopping: Using Mobile Qualitative Research for Shop-Alongs,” 2020Research, accessed 9 May 2014, www.2020research.com (http://www.2020research.com) .

Merely crediting the source is not always enough. According to the fair use doctrine, you can use other people’s work only as long as you don’t unfairly prevent them from bene�iting as a result. For example, if you reproduce someone else’s copyrighted questionnaire in a report you’re writing, even if you properly identify the source, you may be preventing the author from selling a copy of that questionnaire to your readers.

Copyright protections may prevent you from using some materials without obtaining permission from the copyright holder.

If you want to use copyrighted information in a report, contact the copyright holder (usually the author or publisher) for permission to reprint it. You’ll often be asked to pay a fee.

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3 LEARNING OBJECTIVE De�ine primary research, and outline the steps involved in conducting surveys and interviews.

13.3 Conducting Primary Research If secondary research can’t provide the information and insights you need, your next choice is to gather the information yourself with primary research. The two most common primary research methods for business writing are surveys and interviews, the focus of this section. Other primary techniques include observations and experiments, such as Tesco’s test-marketing study with Polish foods (see the Communication Close-Up, page 343 (ch13.xhtml#page_343) ).

GATHERING INFORMATION WITH SURVEYS Surveys can provide invaluable insights on a wide variety of business topics, but they are useful only when they’re reliable and valid. A survey is reliable if it produces identical results when repeated. A survey is valid if it measures what it’s intended to measure. To conduct a survey that generates reliable and valid results, you need to choose research participants carefully and develop an effective set of questions. (A good research handbook can guide you through the process of selecting a suf�icient number of representative participants. For important surveys on strategically important topics with lots at stake, you’re usually better off hiring a research specialist who knows how to avoid errors during planning, execution, and analysis.)

Surveys and interviews are the most common primary research techniques.

For a survey to produce valid results, it must be based on a representative sample of the population of interest.

When selecting people to participate in a survey, the most critical task is getting a representative sample of the population in question. For instance, if you want to know how U.S. consumers feel about something, you can’t just survey a few hundred people in a shopping mall. Different types of consumers shop at different times of the day and different days of the week, and many consumers rarely, if ever, shop at malls. A survey that doesn’t represent the overall population will suffer from sampling bias.

Online surveys offer a number of advantages, including speed, cost, and the ability to adapt the question set along the way based on a respondent’s answers. However, they are vulnerable to the same bias because they capture only the opinions of people who visit the sites and who want to participate, which might not be a representative sample of the population.

Online surveys are relatively quick and inexpensive, but they require the same care in planning and analysis as of�line surveys.

To develop an effective survey questionnaire, start with the information gaps you identi�ied earlier and then break these points into speci�ic questions, choosing an appropriate type of question for each point. (Figure 13.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec15#ch13�ig2) on the next page shows various types of survey questions.) The following guidelines will help you produce results that are both valid and reliable:8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note8)

Provide clear instructions to make sure people can answer every question correctly.

Don’t ask for information that people can’t be expected to remember, such as how many times they went grocery shopping in the past year.

Provide clear instructions in questionnaires to prevent incorrect or ambiguous answers.

Keep the questionnaire short and easy to answer; don’t expect people to give you more than 10 or 15 minutes of their time.

Whenever possible, formulate questions that provide answers that are easy to analyze. Numbers and facts are easier to summarize than opinions, for instance.

Avoid leading questions that could bias your survey. If you ask, “Do you prefer that we stay open in the evenings for customer convenience?” you’ll no doubt get a “yes.” Instead, ask, “What time of day do you normally do your shopping?”

Avoid ambiguous descriptors such as “often” or “frequently.” Such terms mean different things to different people.

Avoid compound questions such as “Do you read books and magazines?” People who read one but not the other won’t know whether to answer yes or no.

Make the survey adaptive. With an online survey, you can program the software to branch automatically based on audience inputs. Not only does this sort of real-time adaptation deliver better answers, it reduces frustration for survey respondents as well.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note9)

Before you conduct a survey, test it on a sample group �irst to identify questions that might be confusing or ambiguous.

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Be sure to test your survey before using it.

GATHERING INFORMATION WITH INTERVIEWS Getting in-depth information straight from an expert or an individual concerned about an issue can be a great method for collecting primary information. Interviews can dig deeper than the “hands-off” approach of surveys, and skilled interviewers can also watch for nonverbal signals that provide additional insights. Interviews can take a variety of formats, from email exchanges to group discussions.

Interviews are easy to conduct but require careful planning to produce useful results.

Figure 13.2 Types of Survey Questions

For each question in your survey, choose the type of question that will elicit the most useful answers.

Be aware that the answers you receive in an interview are in�luenced by the types of questions you ask, by the way you ask them, and by each subject’s cultural and language background. Potentially signi�icant factors include the person’s race, gender, age, educational level, and social status.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note10)

Choose question types that will generate the speci�ic kinds of information you need.

Ask open-ended questions (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term12) (such as “Why do you believe that South America represents a better opportunity than Europe for this product line?”) to solicit opinions, insights, and information. Ask closed questions (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term2) to elicit a speci�ic answer, such as yes or no. However, don’t use too many closed questions in an interview, or the experience will feel more like a simple survey and won’t take full advantage of the interactive interview setting.

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Think carefully about the sequence of your questions and the subject’s potential answers so you can arrange questions in an order that helps uncover layers of information. Also, consider providing the person with a list of questions at least a day or two before the interview, especially if you’d like to quote your subject in writing or if your questions might require your subject to conduct research or think extensively about the answers. If you want to record the interview, ask the person ahead of time and respect his or her wishes. During the interview, be alert to new topics you might not have considered while planning the interview, and pursue them if they will shed light on your research questions.

CHECKLIST ✓ Conducting Effective Information Interviews

Learn about the person you will be interviewing.

Formulate your main idea to ensure effective focus.

Choose the length, style, and organization of the interview.

Select question types to elicit the speci�ic information you want.

Design each question carefully to collect useful answers.

Limit the number of questions you ask.

During the interview, be alert to new topics that you might want to probe.

Consider recording the interview if the subject permits.

Review your notes as soon as the interview ends.

As soon as possible after the interview, take a few moments to write down your thoughts, go over your notes, and organize your material. Look for important themes, helpful facts or statistics, and direct quotes. If you recorded the interview, transcribe it (take down word for word what the person said) or take notes from the recording just as you would while listening to someone in person.

Face-to-face interviews give you the opportunity to gauge reactions to your questions and observe the nonverbal signals that accompany the answers, but interviews don’t necessarily have to take place in person. For example, email interviews give subjects a chance to think through their responses thoroughly rather than rush to �it the time constraints of a face-to-face interview.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note11) Also, email interviews might be the only way you will be able to access some experts.

Face-to-face interviews give you the opportunity to gauge nonverbal responses.

In addition to individual interviews, business researchers can also use a form of group interview known as the focus group (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term5) . In this format, a moderator guides a group through a series of discussion questions while the rest of the research team members observe through a one-way mirror. The key advantage of focus groups is the opportunity to learn from group dynamics as the various participants bounce ideas and questions off each other. Allowing a group to discuss topics and problems in this manner can uncover much richer information than can a series of individual interviews.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note12)

As a reminder of the tasks involved in interviews, see “Checklist: Conducting Effective Information Interviews.”

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4 LEARNING OBJECTIVE Describe the major tasks involved in processing research results.

13.4 Processing Data and Information After you’ve collected all the necessary secondary and primary information, the next step is to transform it into the speci�ic content you need. For simple projects, you may be able to insert your material directly into your report, presentation, or other application. However, when you have gathered a signi�icant amount of information or raw data, you need to process the material before you can use it. This step can involve quoting, paraphrasing, or summarizing textual material; analyzing numeric data; drawing conclusions; and making recommendations.

After you have collected your research results, the next step is to convert them into usable information.

QUOTING, PARAPHRASING, AND SUMMARIZING You can use textual information from secondary sources in three ways. Quoting a source means you reproduce the material exactly as you found it (giving full credit to the source, of course). Use direct quotations when the original language will enhance your argument or when rewording the passage would reduce its impact. However, be careful with direct quotes: Using too many creates a choppy patchwork of varying styles and gives the impression that all you’ve done is piece together the work of other people. When quoting sources, set off shorter passages with quotation marks and set off longer passages (generally, �ive lines or more) as separate, indented paragraphs.

Quoting a source means reproducing the content exactly and indicating who created the information originally.

You can often maximize the impact of secondary material in your own writing by paraphrasing it—restating it in your own words and with your own sentence structures.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note13) Paraphrasing helps you maintain consistent tone, present information using vocabulary more familiar to your audience, and avoid the choppy feel of too many quotations. Of course, you still need to credit the originator of the information, through a footnote, endnote, or in-text citation.

Paraphrasing is expressing someone else’s ideas in your own words.

To paraphrase effectively, follow these tips:14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note14)

Read and reread the original passage until you fully understand its meaning.

Restate the central ideas of the original passage using your own words.

Check your version against the source to verify that you have not altered the meaning.

Use quotation marks to identify any unique terms or phrases you have borrowed exactly from the source.

Record the source accurately so that you can give proper credit if you use this material in your report.

Summarizing is similar to paraphrasing but presents the gist of the material in fewer words than the original. An effective summary identi�ies the main ideas and major support points from your source material but leaves out minor details, examples, and other information that is less critical to your audience. Like quotations and paraphrases, summaries also require complete documentation of sources.

Summarizing is similar to paraphrasing but distills the content into fewer words.

Of course, all three approaches require careful attention to ethics. When quoting directly, take care not to distort the original intent of the material by quoting selectively or out of context. If an interview subject said, “This market could grow dramatically next year if we invest heavily in new products,” using only “this market could grow dramatically next year” in a report would be unethical.

When paraphrasing and summarizing, preserve the intended message of the original while expressing the ideas in your own words and sentences. Remember that the goal is to help your audience relate to material that supports your message. Double-check your writing to make sure you didn’t subconsciously skew the other writer’s message to �it your own needs.

ANALYZING NUMERIC DATA Research often produces numeric data—everything from sales �igures to population statistics to survey answers. By themselves, these numbers might not provide the insights you or your audience require. Are sales going up or going down? Are the age groups that represent your target markets growing or shrinking? What percentage of employees surveyed are so dissatis�ied that they’re ready to look for new jobs? These are the insights managers need in order to make good business decisions.

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TABLE 13.2 Three Types of Data Measures: Mean, Median, and Mode

Gaining Insights

Even without advanced statistical techniques, you can use simple arithmetic to extract powerful insights from sets of research data. Three common and useful measures are shown in Table 13.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec18#ch13tab2) . The mean (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term7) (which is what most people refer to when they use the term average) is the sum of all the items in the group divided by the number of items in that group. The median (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term8) is the “middle of the road,” or the midpoint of a series (with an equal number of items above and below). The mode (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term10) is the number that occurs more often than any other in a sample. It’s the best answer to a question such as “What is the usual amount?” Each of these three measures can give you different insights into a set of data.

Mean, median, and mode provide insight into sets of data.

Next, look at the data to spot trends (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term18) —de�inite patterns taking place over time, including growth, decline, and cyclical trends that vary between growth and decline. By examining data over a period of time, you can detect patterns and relationships that help you answer important questions.

Trends identify patterns that tend to repeat over time.

Statistical measures and trends identify what is happening. To help you understand why those things are happening, look at causation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term1) (the cause-and-effect linkage between two factors, in which one of them causes the other to happen) and correlation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term4) (the simultaneous change in two variables you’re measuring, such as customer satisfaction dropping when product reliability drops). Bear in mind that causation can be easy to assume but dif�icult to prove. The drop in customer satisfaction might have been caused by a new accounting system that fouled up customer invoices. To prove causation, you need to be able to isolate the suspected cause as the only potential source of the change in the measured effect. However, eliminating all but one possible cause isn’t always feasible, so you often have to apply careful judgment to correlations. Researchers frequently explore the relationships between subsets of data using a technique called cross-tabulation. For instance, if you’re trying to �igure out why total sales rose or fell, you might look separately at sales data by age, gender, location, and product type.

Causation shows cause-and-effect relationships; correlation indicates simultaneous changes in two variables that may not necessarily be causally related.

Guarding Against Mistakes and Misinterpretations

Numbers are easy to manipulate with spreadsheets and other computer tools, so be sure to guard against computational errors and misinterpretation of results. Double-check all calculations, and document the operation of any spreadsheets you plan to share with colleagues. Common spreadsheet mistakes to watch for include errors in math formulas, references to unintended cells in the spreadsheet (resulting in the inclusion of data you don’t want or the exclusion of data you do want), and failures to verify the speci�ic operation of the spreadsheet’s built-in math functions.

Watch out for errors that might have crept in during collection and processing of data.

In addition to watching for computer errors, step back and look at your entire set of data before proceeding with any analysis. Do the numbers make sense, based on what you know about the subject? Are any data points suspicious? If the production numbers you’ve been measuring have never varied more than 10 percent month to month and then suddenly jumped 50 percent last month, is that new number real or an erroneous measurement?

Even when your data points are accurate and your analysis is technically correct, it’s still possible to misinterpret or misrepresent the results. Many analysis errors require statistical expertise to identify and �ix, but even without advanced skills, you can take these precautions:

Avoid faulty comparisons. Make sure you compare “apples to apples” and not “apples to oranges,” as the saying goes.

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Don’t push research results beyond their limits. The temptation to extract insights and assurances that aren’t really there can be quite strong, particularly in situations of great uncertainty. For instance, if you’re about to recommend that your company invest millions of dollars in developing a new product, based on your consumer research, you’re likely to “see” every possible justi�ication in the data. If possible, have a trusted colleague review your data to see whether he or she extracts the same conclusions.

Steer clear of misleading presentations. Even valid data can be presented in invalid ways (such as with distorted graphs), and it’s your responsibility to make sure the visual presentation of your data is accurate.

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5 LEARNING OBJECTIVE Explain how to summarize research results and present conclusions and recommendations.

13.5 Applying Your Findings After all your planning, research, and processing, you’re �inally ready to apply your �indings. This step can involve summarizing your results, drawing conclusions based on your results, and making recommendations.

Figure 13.3 Summarizing Effectively

To summarize a section of text, �irst analyze it to �ind the main idea, the major support points, and the less-important details. Then assemble the appropriate pieces with additional words and phrases as needed to ensure a smooth �low.

SUMMARIZING YOUR RESEARCH A research summary is an unbiased condensation of the information uncovered in your research. (“Summary” in this context means a summary of your entire research project, not just a summary of secondary source material.) Summaries should not include opinions, conclusions, or recommendations. Summarizing is not always a simple task, and your readers will judge your ability to separate signi�icant issues from less-signi�icant details. Identify the main idea and the key support points; separate them from details, examples, and other supporting evidence (see Figure 13.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec23#ch13�ig3) ). Focus your efforts on your audience, highlighting the information that is most important to the person who assigned the project or to those who will be reading the report.

A summary is an unbiased presentation of information regarding a particular topic, without attempts to draw conclusions or make recommendations.

However, focusing on the audience doesn’t mean conveying only the information your audience wants to hear. A good summary might contain nothing but bad news, if that’s what your research uncovered. Even if the summary isn’t pleasant, effective managers always appreciate and respect honest, complete, and perceptive information from their employees.

DRAWING CONCLUSIONS A conclusion (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term3) is a logical interpretation of the facts and other information in a report. Reaching valid conclusions based on the evidence at hand is one of the most important skills you can develop in your business career. For a conclusion to be sound, it must meet two criteria. First, it must be based strictly on the information in your report. You shouldn’t introduce any new information in your conclusion. (If something is that important, it belongs in the body of the report.) Also, you can’t ignore any of the information you’ve presented, even if it doesn’t support your conclusion. Second, the conclusion must be logical, meaning it must follow accepted patterns of inductive or deductive reasoning. Conclusions that are based on unproven premises, appeal to emotion, make hasty generalizations, or contain any other logical fallacies are not valid.

A conclusion is a logical interpretation of research results.

Remember that your personal values or the organization’s values may also in�luence your conclusions; just be sure that you’re aware of how these biases can affect your judgment. If a bias affects your conclusion, you should explain it to your audience. Also, don’t expect all team members to examine the evidence and arrive at the same conclusion. One of the reasons for bringing additional people into a decision is to gain their unique perspectives and experiences.

Even though conclusions need to be logical, they may not automatically or obviously �low from the evidence. Many business decisions require assumptions, judgment calls, and creative thinking—in fact, the ability to see patterns and possibilities that others can’t see is one of the hallmarks of innovative business

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leaders.

MAKING RECOMMENDATIONS Whereas a conclusion interprets information, a recommendation (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term15) suggests what to do about the information. The following example illustrates the difference between a conclusion and a recommendation:

A recommendation is a suggested course of action.

Conclusion Recommendation

On the basis of its track record and current price, I believe that this company is an attractive buy.

I recommend that we offer to buy the company at a 10 percent premium over the current market value of its stock.

To be credible, recommendations must be based on logical analysis and sound conclusions. They must also be practical and acceptable to your readers, the people who have to make your recommendations work. Finally, when making a recommendation, be certain you have adequately described the steps that come next. Don’t leave your readers wondering what they need to do in order to act on your recommendation.

MANAGING INFORMATION Conducting your research well does more than provide strong support for your own writing projects. Your individual research projects are also an important contribution to your organization’s collective knowledge base. To organize information and make it readily available to everyone in the company, many �irms use some form of knowledge management (KM) (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13term6) , a set of technologies, policies, and procedures that let colleagues capture and share information throughout an organization. In recent years, social media tools have been enhancing the �lexibility and capability of KM systems, making it easier for more people to contribute to and bene�it from shared knowledge and transforming knowledge into more of a living entity that is part of an ongoing conversation.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec28#ch13note15)

Knowledge management systems, often supplemented now by social media tools, help organizations share research results and other valuable information and insights.

COMMUNICATION CHALLENGES AT Tesco As a market development manager at Tesco, you are responsible for a variety of research, planning, and customer communication projects. Using what you’ve learned in this chapter about effective research methods, craft solutions to these two challenges.

INDIVIDUAL CHALLENGE: Tesco has created several online stores and would like to expand the number of consumers who order goods and services online. What information would you need in order to devise a plan to attract more online shoppers?

TEAM CHALLENGE: Shoppers often make numerous purchase decisions in the store rather than arrive with a preset list of speci�ic brands to purchase. You would like more information on why consumers choose one brand over another while standing in front of an array of products on the shelf. Is it the brand name? Something about the packaging? The price? Other factors? With your team, brainstorm ways to collect this information from at least 500 shoppers. Be sure to consider the practical considerations of data collection as well as privacy concerns. Summarize your plan in a short report for your instructor.

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Quick Learning Guide

KEY TERMS causation Cause-and-effect linkage between two factors, where one of them causes the other to happen closed questions Questions with a �ixed range of possible answers conclusion A logical interpretation of the facts and other information in a report correlation The simultaneous change in two variables focus group A form of group research interview knowledge management (KM) Set of technologies, policies, and procedures that let colleagues capture and share information throughout an organization mean Equal to the sum of all the items in the group divided by the number of items in that group; what people refer to when they use the term average median The midpoint of a series, with an equal number of items above and below metasearch engines Search tools that format search requests for multiple search engines simultaneously mode The number that occurs more often than any other in a sample online databases Online compilations of newspapers, magazines, journals, and other information sources open-ended questions Questions without simple, predech13termined answers; used to solicit opinions, insights, and information primary research New research done speci�ically for the current project problem statement De�ines the problem or purpose of your research recommendation A suggested course of action search engines Online search tools that identify individual webpages that contain speci�ic words or phrases you’ve asked for secondary research Research done previously for another purpose trends Repeatable patterns taking place over time web directories Online lists of websites selected by human editors

SUMMARY OF LEARNING OBJECTIVES 1 Describe an effective process for conducting business research. Begin the research process with careful planning to make sure you familiarize yourself with the subject area, identify the most important information gaps you face, and prioritize the questions you need to ask to �ill those gaps. Then locate the required data and information, using primary and secondary research as needed. Process the results of your research, analyzing both textual and numeric information to extract averages, trends, and other insights. Apply your �indings by summarizing information for someone else’s bene�it, drawing conclusions based on what you’ve learned, or developing recommendations. Finally, manage information effectively so that you and others can retrieve it later and reuse it in other projects.

2 De�ine secondary research, and explain how to evaluate, locate, and document information sources. Secondary research involves collecting information that was originally gathered for another research project or another effort. Secondary research is generally done before primary research, to save time and money in the event someone else has already gathered the information needed.

Information should come from a credible source that has a reputation for being honest and reliable; the source should also be unbiased. The purpose of the material should be known, and the author should be credible. The information should include references to sources (if obtained elsewhere), and it should be independently veri�iable. The material should be current, complete, and supported with evidence. Finally, the information should seem logical.

The tasks involved in locating secondary sources of data and information can vary widely depending on the project, but much of your efforts will involve �inding information in a corporate, public, or university library or �inding information online. Libraries offer an enormous array of business books, electronic databases, newspapers, periodicals, directories, almanacs, and government publications. Some of these printed sources provide information that is not available online, and some of the online sources provide information that is available by subscription. Librarians can be a huge help when you need advice on structuring an investigation or �inding speci�ic sources.

Finding information online is often more complicated than simply plugging a few terms into a search engine. General-purpose search engines are sophisticated tools, but even when they are used wisely, they are not able to �ind everything on the Internet. Moreover, with no human reviewers to evaluate the quality or ranking of the search results, you can’t always be sure of the quality of what you �ind. Web directories, metasearch engines, and online databases all complement the capabilities of general-purpose search engines. Use online monitoring tools to be alerted to new materials on topics of interest.

To make the best use of any search engine or database, think about your information needs carefully before you start searching, read and understand the instructions for using each online research tool, pay attention to the details because even minor aspects of searching can in�luence results dramatically, review search and display options carefully to optimize results, try variations on your search terms if you can’t �ind what you’re looking for, and try narrower or broader searches to adjust the scope of what you’re looking for.

3 De�ine primary research, and outline the steps involved in conducting surveys and interviews. Primary research is research that is being conducted for the �irst time, and the two most common methods are surveys and interviews. Conducting a survey involves selecting a representative set of respondents from the population you are studying, developing a questionnaire using carefully written and sequenced questions, and administering the actual survey to collect information. Conducting an interview starts with learning about the person(s) you plan to interview and then formulating your main idea to make sure your interview will stay focused. Choose the length, style, and organization of the interview, and then select question types to elicit the sort of information you want, with each question designed to collect useful answers. Limit your questions to the most important queries. Record the interview, if the person allows, and review your notes as soon as the interview ends.

4 Describe the major tasks involved in processing research results. In most cases, you need to process your research results in some fashion before applying them in reports and presentations. The three basic ways to process verbal information are quoting (using someone else’s words directly, with appropriate attribution), paraphrasing (restating someone else’s words in your own language), and summarizing (creating a shorter version of an original piece

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of writing). Processing numeric data can involve a variety of statistical analysis techniques. Three basic computations are the mean (what people mean when they say “average”), the median (the midpoint in a series, indicating an equal number of lesser and greater values), and the mode (the most frequently occurring value in a series). Processing results can also involve looking for trends and distinguishing causal relationships from correlations and mere coincidences.

5 Explain how to summarize research results and present conclusions and recommendations. Research results can be applied in several ways, depending on the purpose of the report or presentation. A summary is an unbiased condensation of the information uncovered in your research. It �ilters out details and presents only the most important ideas. A conclusion is your analysis of what the �indings mean (an interpretation of the facts). A recommendation is your opinion (based on reason and logic) about the course of action that should be taken.

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Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

13-1. What are the �ive steps in the research process? [LO-1]

13-2. What is the purpose of identifying information gaps before starting research? [LO-1]

13-3. Should you conduct secondary research �irst or primary research? Why? [LO-2]

13-4. What is the hidden Internet? [LO-2]

13-5. What does it mean to make a survey adaptive? [LO-3]

13-6. What is paraphrasing, and what is its purpose? [LO-4]

13-7. What is the difference between the mean, median, and mode? [LO-4]

13-8. What are the characteristics of a sound conclusion? [LO-5]

13-9. How does a conclusion differ from a recommendation? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

13-10. Companies occasionally make mistakes that expose con�idential information, such as when employees lose laptop computers containing sensitive data �iles or webmasters forget to protect con�idential webpages from search engine indexes. If you conducted a search that turned up competitive information on webpages that were clearly intended to be private, what would you do? Explain your answer. [LO-1]

13-11. Why must you be careful when citing information from online sources? [LO-2] 13-12. One of your employees submitted a report, comparing the market opportunities for two product ideas your company might develop. The report

concludes that because the �irst idea yielded 340,000 hits in a Google search whereas the second idea yielded only 128,000 Google hits, the �irst idea clearly has more sales potential. Is this a valid conclusion? Why or why not? [LO-4]

13-13. While analyzing last year’s sales data, you notice that sales were 10 to 15 percent higher than average during August, September, and November. The marketing department invested heavily in a search engine advertising campaign from August through December. Can you conclude that the advertising campaign caused the increase in sales? Why or why not? [LO-5]

Practice Your Skills 13-14. Message for Analysis: Primary Research: Conducting Interviews [LO-4] The following set of interview questions was prepared for a manager of

Whirlpool Corporation. The goal of the interview was to learn some basic information about Whirlpool’s meeting practices. Read the questions and then (1) critique them, as a whole, indicating what is effective or ineffective about this series of questions, and (2) select �ive questions and revise them to make them more effective.

a. What is your position in the company?

b. To whom do you report?

c. Do you attend or run many meetings?

d. Do your meetings start on time? Run late?

e. Do you distribute or receive a meeting agenda several days in advance of the meeting?

f. Do you like your job?

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g. Do you travel a lot for your job?

h. Has your company cut back on travel expenditures? If so, how and why?

i. Does your company use videoconferencing or online meetings as an alternative to travel?

j. Does your company own its own videoconferencing equipment?

k. Are virtual meetings more or less effective than face-to-face meetings?

l. How long have you worked for Whirlpool?

m. Is Sears your largest retail customer?

n. How often does your management team meet with the managers of Sears?

o. Does your company produce only household appliances?

p. How do you keep your meetings on track?

q. Does someone prepare written minutes of meetings? Are the minutes distributed to meeting members?

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

Planning Your Research; Collaboration: Team Projects [LO-1] In a team assigned by your instructor, decide how you would structure a research project to answer the following questions. Identify any shortcomings in the approaches you have chosen.

13-15. Has the litter problem on campus been reduced since the cafeteria began offering fewer take-out choices this year than in past years? 13-16. Has the school attracted more transfer students since it waived the formal application process and allowed students at other colleges simply to send

their transcripts and a one-page letter of application? 13-17. Have the number of traf�ic accidents at the school’s main entrance been reduced since a traf�ic light was installed? 13-18. Has student satisfaction with the campus bookstore improved now that students can order their books online and pick them up at several convenient

campus locations? 13-19. Planning a Research Project [LO-1] You and your business partners are considering buying several franchises in the fast-food business. You are all

experienced managers or entrepreneurs, but none of you has experience in franchising. Visit the Amazon website and search for books on this subject. Explore some of the books that you �ind by reading reviews and using the “search inside” feature.

a. Use the information you �ind to develop a list of subquestions to help you narrow your focus.

b. Write down the names of three books you might purchase to further aid your research.

c. Summarize how a search like this can assist you with your research efforts and identify any risks of using this technique.

13-20. Planning a Research Project [LO-1] Analyze any recent school or work assignment that required you to conduct research. How did you approach your investigation? Did you rely mostly on sources of primary information or mostly on sources of secondary information? Now that you have studied this chapter, can you identify two ways to improve the research techniques you used during that assignment? Brie�ly explain.

Conducting Secondary Research (Company and Industry Data) [LO-2] Using online or printed sources, �ind the following information. Be sure to properly cite your sources, using the formats discussed in Appendix B (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm02#bm02) .

13-21. Contact information for the American Management Association 13-22. Median weekly earnings of men and women by occupation 13-23. Current market share for Perrier water 13-24. Performance ratios for of�ice supply retailers 13-25. Annual stock performance for Hewlett-Packard 13-26. Number of franchise outlets in the United States 13-27. Composition of the U.S. workforce by profession

Conducting Secondary Research (Finding Sources) [LO-2] Businesspeople have to know where to look for secondary information when they conduct research. Identify �ive periodicals or online resources in each the following professions:

13-28. Marketing and advertising 13-29. Insurance 13-30. Telecommunications 13-31. Accounting 13-32. Conducting Secondary Research (Documenting Sources) [LO-2] Select �ive business articles from sources such as journals, books, newspapers, or

websites. Develop a resource list, using Appendix B (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm02#bm02) as a guideline. 13-33. Conducting Secondary Research (Evaluating Sources) [LO-2] Break into small groups and surf the Internet to �ind websites that provide business

information such as company or industry news, trends, analysis, facts, or performance data. Using the criteria discussed under “Evaluating Sources” on page 346 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13lev1sec1#page_346) , evaluate the credibility of the information presented at these websites.

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13-34. Conducting Secondary Research (Online Monitoring); Media Skills: Microblogging [LO-2], Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) Select a business topic that interests you and con�igure a Twitter monitoring tool such as TweetBeep or TweetDeck to track tweets on this topic. After you’ve found at least a dozen tweets, identify three that provide potentially useful information and describe them in a brief email message to your instructor.

13-35. Conducting Secondary Research (Company Data) [LO-2] Select any publicly traded company and �ind the following information:

Names of the company’s current of�icers

List of the company’s products or services (summarized by product lines or divisions, if the company offers many products and services)

Current issues in the company’s industry

Outlook for the company’s industry as a whole

13-36. Conducting Secondary Research (Industry Issues) [LO-2] You’d like to know if it’s a good idea to buy banner advertisements on other websites to drive more traf�ic to your company’s website. You’re worried about the expense and dif�iculty of running an experiment to test banner effectiveness, so you decide to look for some secondary data. Identify three secondary sources that might offer helpful data on this question.

13-37. Conducting Primary Research (Surveys) [LO-3] You work for a movie studio that is producing a young director’s �irst motion picture, the story of a group of unknown musicians �inding work and making a reputation in a competitive industry. Unfortunately, some of your friends leave the �irst complete screening, saying that the 182-minute movie is simply too long. Others said they couldn’t imagine any sequences to cut out. Your boss wants to test the movie on a regular audience and ask viewers to complete a questionnaire that will help the director decide whether edits are needed and, if so, where. Design a questionnaire you can use to solicit valid answers for a report to the director about how to handle the audience members’ reactions to the movie.

13-38. Conducting Primary Research (Interviews) [LO-3] Plan an informational interview with a professional working in your chosen �ield of study. Plan the structure of the interview and create a set of interview questions. Conduct the interview. Using the information you gathered, write a memo to another student, describing the tasks, advantages, and disadvantages of jobs in this �ield of study. (Assume that your reader is a person who also plans to pursue a career in this �ield of study.)

13-39. Conducting Primary Research (Interviews) [LO-3] You’re conducting an information interview with a manager in another division of your company. Partway through the interview, the manager shows clear signs of impatience. How should you respond? What might you do differently to prevent this from happening in the future? Explain your answers.

13-40. Processing Data and Information [LO-4] Select an article from a business periodical such as Bloomberg Businessweek, Fortune, or Forbes. Read the article and highlight its key points. Summarize the article in fewer than 100 words, paraphrasing the key points.

13-41. Processing Data and Information [LO-4] Your boss has asked you to analyze and report on your division’s sales for the �irst nine months of this year. Using the following data from company invoices, calculate the mean for each quarter and all averages for the year to date. Then identify and discuss the quarterly sales trends.

Expand Your Skills Critique the Professionals

Find a recent example of a signi�icant business blunder, such as a new product that failed in the marketplace. Based on what you can learn about the episode, how might better research have helped the company in question avoid the blunder? Using whatever medium your instructor requests, write a brief conclusion of your analysis.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on using online search tools in business research. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

13-42. How can online monitoring tools help you with research? [LO-2] 13-43. Why is it important to plan your research effort? [LO-1]

Endnotes 1. Tiffany Hsu, “Fresh & Easy Fail: Tesco Exits U.S. After Pro�it Tanks 96%,” Los Angeles Times, 17 April 2013, http://articles.latimes.com (http://articles.latimes.com) ; Fresh & Easy website, accessed 16 May 2013, www.freshandeasy.com (http://www.freshandeasy.com) ; Tesco website, accessed 8 May 2014, www.tesco.com (http://www.tesco.com) ; “Fresh, But Not So Easy: Tesco Joins a Long List of British Failure in America,” The Guardian, 9 December 2012, www.guardian.co.uk (http://www.guardian.co.uk) ; “Competition and Pro�it,” Food Marketing Institute website, accessed 5 November 2006, www.fmi.org (http://www.fmi.org) ; John E. Forsyth, Nicolo Galante, and Todd Guild, “Capitalizing on Customer Insights,” McKinsey Quarterly 3 (2006): 42–53; “Company Spotlight: Tesco PLC,” MarketWatch: Global Round-Up, July 2006, 76–81; James Quilter, “Tesco Hands Senior Role to Brand Planning Chief,” Marketing, 2 August 2006, 4; Don Longo, “The British Are Coming,” Progressive Grocer, 15 April 2006, 66–75.

2. Annie Pettit, “Mugging, Sugging and Now Rugging: I Take a Hard Stance on Privacy,” LoveStats blog, 29 January 2010, http://lovestats.wordpress.com (http://lovestats.wordpress.com) .

3. Information for this section originally adapted in part from “Finding Industry Information,” accessed 3 November 1998, www.pitt.edu/~buslibry/industries.htm (http://www.pitt.edu/~buslibry/industries.htm) ; Thomas P. Bergman, Stephen M. Garrison, and Gregory M. Scott, The

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Business Student Writer’s Manual and Guide to the Internet (Upper Saddle River, N.J.: Prentice Hall, 1998), 67–80; Ernest L. Maier, Anthony J. Faria, Peter Kaatrude, and Elizabeth Wood, The Business Library and How to Use It (Detroit: Omnigraphics, 1996), 53–76; Sherwyn P. Morreale and Courtland L. Bovée, Excellence in Public Speaking (Fort Worth: Harcourt Brace College Publishers, 1998), 166–171.

4. “Search Effectively,” Bing, accessed 23 February 2011, www.bing.com (http://www.bing.com) .

5. Christina Warren, “Yolink Helps Web Researchers Search Behind Links,” Mashable, 24 July 2010, http://mashable.com (http://mashable.com) .

6. Pearltrees product description, Google Play store, accessed 9 May 2014, http://play.google.com (http://play.google.com) .

7. “Copyright Of�ice Basics,” U.S. Copyright Of�ice website, accessed 2 November 2006, www.copyright.gov (http://www.copyright.gov) .

8. Naresh K. Malhotra, Basic Marketing Research (Upper Saddle River, N.J.: Prentice Hall, 2002), 314–317; “How to Design and Conduct a Study,” Credit Union Magazine, October 1983, 36–46.

9. Product features page, SurveyMonkey.com (http://SurveyMonkey.com) , accessed 29 October 2006, www.surveymonkey.com (http://www.surveymonkey.com) .

10. Morreale and Bovée, Excellence in Public Speaking, 177.

11. Morreale and Bovée, Excellence in Public Speaking, 182.

12. A. B. Blankenship and George Edward Breen, State of the Art Marketing Research (Lincolnwood, Ill.: NTC Business Books, 1992), 225.

13. Lynn Quitman Troyka, Simon & Schuster Handbook for Writers, 6th ed. (Upper Saddle River, N.J.: Prentice Hall, 2002), 481.

14. “How to Paraphrase Effectively: 6 Steps to Follow,” Researchpaper.com (http://Researchpaper.com) , accessed 26 October 1998, www.researchpaper.com (http://www.researchpaper.com) .

15. Jonathan Reichental, “Knowledge Management in the Age of Social Media,” O’Reilly Radar, 16 March 2011, http://radar.oreilly.com (http://radar.oreilly.com) ; Venkatesh Rao, “Social Media vs. Knowledge Management: A Generational War,” Social Computing, 17 November 2008, www.socialcomputingmagazine.com (http://www.socialcomputingmagazine.com) ; Jeff Kelly, “KM vs. Social Media: Beware the Warmongers,” Social Computing, 17 November 2008, www.socialcomputingmagazine.com (http://www.socialcomputingmagazine.com) .

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MyCityWay’s effective use of a business plan helped secure �inancing that allowed the company to expand far beyond its initial New York City market.

14 Planning Reports and Proposals LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Adapt the three-step writing process to reports and proposals 2 List the options for organizing informational reports, and identify the key parts of a business plan 3 Discuss three major ways to organize analytical reports 4 Explain how to choose an organizational strategy when writing a proposal

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COMMUNICATION CLOSE-UP AT MyCityWay

Any experienced entrepreneur will tell you there’s a big difference between having a great idea for a business and actually building a successful business. Many things have to go right, from creating a compelling product or service to �inding the right employees to getting enough money to launch, expand, and sustain operations.

For Archana Patchirajan, Sonpreet Bhatia, and Puneet Mehta, the adventure started with the NYC BigApps competition. This contest is sponsored by the city of New York to encourage entrepreneurs to create better ways for people to use the NYC Data Mine, a huge trove of data created by all the government departments and agencies in the city.

The three partners jumped on the opportunity with NYC Way, a mobile application that helps people “navigate and explore” the city, whether they are residents looking for apartment deals or visitors looking for a great restaurant. One key aspect of the BigApps competition is that entrepreneurs must put their apps online for people to try out. By the time the contest ended, 100,000 people were using NYC Way.

Patchirajan, Bhatia, and Mehta clearly had a hit product on their hands. The next challenge was to turn it into a thriving business. As with most startups, that meant getting money to expand operations. The competition garnered the new �irm, MyCityWay, priceless publicity and a small amount of seed funding that let the team set up of�ices and begin hiring.

Momentum continued to build as they enhanced the product and several hundred thousand more people began using it. After a successful launch in the New York City market, the next step was to conquer the world. That would require a signi�icant infusion of capital, and to attract that, the three founders knew they needed a formal business plan to show potential investors why MyCityWay would be a smart place to invest their money.

With their Wall Street backgrounds, Patchirajan, Bhatia, and Mehta understood the fundamentals of business �inance, which gave them a good foundation for their plan. They also got smart advice on what today’s investors are looking for: short, compelling documents that provide enough information to be persuasive but not so much information that potential investors balk at reading it. Most venture capitalists and other investors don’t have the time to slog through 50 or 60 pages of details to judge whether a company might be worth pursuing as an investment. They want to be captivated in a matter of seconds and persuaded to learn more in a matter of minutes.

MyCityWay clearly found the right balance with its plan, as a second round of funding brought in $1 million in capital, and then luxury carmaker BMW invested $5 million as part of its “BMW i” program, which promotes the development of innovative automotive materials and technologies. The company now has apps for more than 70 cities around the world and is well on its way to becoming a global player in the �ield of mobile information.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note1)

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1 LEARNING OBJECTIVE Adapt the three-step writing process to reports and proposals.

14.1 Applying the Three-Step Writing Process to Reports and Proposals Whether they are printed documents or online resources, reports (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term7) are written accounts that objectively communicate information about some aspect of a business (see Figure 14.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig1) ). Informational reports (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term4) offer data, facts, feedback, and other types of information, without analysis or recommendations. Analytical reports (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term1) offer both information and analysis and can also include recommendations. Proposals (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term6) are a special category of reports that combine information delivery and persuasive communication.

The nature of these reports can vary widely, depending on the circumstances. Some of the reports you write will be voluntary, launched at your own initiative and following whatever structure you �ind most effective. Other reports will be in response to a manager’s or customer’s request, and you may or may not receive guidance regarding the organization and content. You’ll also write reports that follow strict, speci�ic guidelines for content and layout.

The purpose and content of business reports varies widely; in some cases, you’ll follow strict guidelines, but in others, the organization and format will be up to you.

Your audience will sometimes be internal, which gives you more freedom to discuss sensitive information. At other times, your audience might include customers, investors, community members, or news media, any of which can create additional demands as you present company information to such external groups.

Many of your reports will be written for internal audiences, but you’re also likely to write reports for a wide range of outside readers.

Finally, your reports will vary widely in length and complexity. You may write one-page memo- or letter-format reports that are simple and straightforward. Or you may write reports that cover complicated subjects, running into hundreds or even thousands of pages and involving multiple writers.

No matter what the circumstances, preparing reports requires all the skills and knowledge that you’ve gained throughout this course and will continue to gain on the job. View every business report as an opportunity to demonstrate your understanding of business challenges and your ability to contribute to your organization’s success.

By adapting the three-step writing process, you can reduce the time required to write effective reports and still produce documents that make lasting and positive impressions on your audiences. The concepts are the same as those you explored in Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) through 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) and applied to shorter messages in Chapters 10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch10#ch10) through 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) . However, the emphasis on speci�ic tasks can vary considerably. For instance, planning can take days or weeks for a complex report or proposal.

Given the length and complexity of many reports, it’s crucial to de�ine your purpose clearly so you don’t waste time with avoidable rework.

ANALYZING THE SITUATION The complexity of most reports and the magnitude of the work involved heighten the need to analyze the situation carefully. With an email or another short message, you can change direction halfway through the �irst draft and perhaps lose only a few minutes of work. In contrast, if you change direction halfway through a major report, you could lose days of work. To minimize that chance, pay special attention to your statement of purpose. In addition, for anything beyond the simplest reports, take the time to prepare a work plan before you start writing.

Figure 14.1 Common Types of Business Reports and Proposals

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You will have the opportunity to read and write many types of reports in your career; here are some of the most common.

De�ining Your Purpose

Informational reports often address a predetermined need and must meet speci�ic audience expectations. For example, you may be asked to write reports that verify your company’s compliance with government regulations, that summarize sales, or that monitor a process—all of which have audiences who expect certain information in a certain format. With other informational reports, you will need to uncover audience needs before you can de�ine the optimum purpose.

In some cases, you’ll be told the purpose of the report; in others, it’s up to you to identify the purpose.

Analytical reports and proposals are almost always written in response to a perceived problem or a perceived opportunity. A clear statement of this problem or opportunity helps frame the communication challenge by identifying what you’re going to write about, but it’s insuf�icient to guide your writing efforts. To plan effectively, address the problem or opportunity with a clear statement of purpose (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term9) that de�ines why you are preparing the report (see Table 14.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14tab1) on the next page).

The most useful way to phrase your purpose statement is to begin with an in�initive phrase (to plus a verb). Using an in�initive phrase encourages you to take control and decide where you’re going before you begin. When you choose an in�initive phrase (such as to inform, to con�irm, to analyze, to persuade, or to recommend), you pin down your general goal in preparing the report. Consider these examples for informational reports:

TABLE 14.1 Problem Statements versus Purpose Statements

Problem Statement Statement of Purpose

Our company’s market share is steadily declining. To explore new ways of promoting and selling our products and to recommend theapproaches most likely to stabilize our market share

Our current computer network lacks suf�icient bandwidth and cannot be upgraded to meet our future needs.

To analyze various networking options and to recommend the system that will best meet our company’s current and future needs

We need $2 million to launch our new product. To convince investors that our new business would be a sound investment so that we canobtain desired �inancing

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Problem Statement Statement of Purpose

Our current operations are too decentralized and expensive. To justify the closing of the Newark plant and the transfer of East Coast operations to asingle Midwest location in order to save the company money

To update clients on the progress of the research project (progress report)

To develop goals and objectives for the coming year (strategic plan)

To identify customers and explain how the company will serve them (marketing plan)

To submit monthly sales statistics to management (operating report)

To summarize what occurred at the annual sales conference (personal activity report)

To explain building access procedures (policy implementation report)

To submit required information to the Securities and Exchange Commission (compliance report)

The statement of purpose for an analytical report often needs to be more comprehensive than a statement for an informational report. For example, a report suggesting ways to reduce employee travel and entertainment (T&E) costs might have the following as a statement of purpose:

. . . to analyze the T&E budget, evaluate the impact of recent changes in airfares and hotel costs, and suggest ways to tighten management’s control over T&E expenses.

If the writer had been assigned an informational report instead, she might have stated her purpose differently:

To summarize the company’s spending on travel and entertainment

You can see from these two examples how much in�luence the purpose statement has on the scope of your report. Because she was assigned an analytical report rather than an informational report, the writer had to go beyond merely collecting data; she had to draw conclusions and make recommendations. (You can see the full report based on this statement of purpose in Chapter 15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15#ch15) .)

Proposals must also be guided by a clear and speci�ic statement of purpose to help you focus on crafting a persuasive message. Here are several examples:

To secure $400k of funding in next year’s capital budget for a new conveyor system in the warehouse (funding proposal)

To get management approval to reorganize the North American salesforce (general project proposal)

To secure $2 million in venture capital funding to complete design and production of the new line of titanium mountain bikes (investment proposal as part of a business plan) To convince CommuniCo to purchase a trial subscription to our latest database offering (sales proposal)

Preparing Your Work Plan

You’re already accustomed to some schedule pressure with school reports. This is good practice for your business career, in which you’ll be expected to produce quality reports quickly and ef�iciently. Carefully thinking out a work plan is the best way to make sure you produce good work on schedule. By identifying all the tasks that must be performed, you ensure that nothing is overlooked (see Figure 14.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig2) ).

A detailed work plan saves time and often produces more effective reports.

Figure 14.2 Work Plan for a Report

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A formal work plan such as this is a vital tool for planning and managing complex writing projects. The preliminary outline here helps guide the research; the report writers may well modify the outline when they begin writing the report.

If you are preparing a work plan for yourself, it can be relatively informal: a simple list of the steps you plan to take and an estimate of their sequence and timing. However, for more complicated projects, particularly those that involve multiple team members, you’ll want to prepare a formal, detailed work plan that can guide the performance of many tasks over a span of time. For consultants and others whose work output is a formal report, the work plan can also become the basis for a contract if the proposal is accepted. A formal work plan might include the following elements (especially the �irst two):

Statement of the problem or opportunity. The problem statement clari�ies the challenge you face, helps you (and anyone working with you) stay focused on the core issues, and helps everyone avoid the distractions that are likely to arise along the way.

Statement of the purpose and scope of your investigation. The purpose statement describes what you plan to accomplish and therefore also de�ines the boundaries of your work. Delineating which subjects you will cover and which you won’t is especially important for complex investigations.

Discussion of tasks to be accomplished. For simple reports, the list of tasks to be accomplished will be short and probably obvious. However, longer reports and complex investigations require an exhaustive list so that you can reserve time with customers, with executives, or for outside services, such as market researchers or print shops.

Description of any additional products or activities that will result from your investigation. In many cases, the only outcome of your efforts will be the report itself. In other cases, you’ll need to produce something or perform some task in addition to completing the report. Make such expectations clear at the outset.

Review of project assignments, schedules, and resource requirements. Indicate who will be responsible for what, when tasks will be completed, and how much the investigation will cost. If more than one person will be involved, you may also want to include a brief section on coordinating report writing and production, such as whether you’ll use a wiki to develop the report content. If constraints on time, money, personnel, or data are likely to affect the quality of the report, identify these limitations up front.

Plans for following up after delivering the report. Follow-up can be as simple as making sure people received the information they need or as complex as conducting additional research to evaluate the results of proposals included in your report. Even informal follow-up can help you improve your future reports and communicate that you care about your work’s effectiveness and its impact on the organization.

Working outline. Some work plans include a tentative outline of the report, as does the plan in Figure 14.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig2) .

GATHERING INFORMATION

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The amount of information needed in many reports and proposals requires careful planning—and may even require a separate research project just to get the data and information you need. As Chapter 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13) emphasizes, you should prioritize your information needs before you start and focus on the most important questions. Whenever possible, try to reuse or adapt existing information to save time.

Some reports require formal research projects in order to gather all the necessary information.

SELECTING THE BEST MEDIA AND CHANNELS In addition to the general media selection criteria discussed in Chapter 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) , consider several points for reports and proposals. First, for many reports and proposals, audiences have speci�ic media requirements, and you might not have a choice. For instance, executives in many corporations now expect to review many reports via their in-house intranets, sometimes in conjunction with an executive dashboard, a customized online presentation of highly summarized business information. Executive dashboards are particularly helpful for accessing report content on mobile devices (see Figure 14.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig3) ).

MOBILE APPS

Sage Evolution Executive Dashboard and Databox are two of the executive dashboard apps available for mobile devices.

In some situations, you may be required to use a speci�ic medium for your reports.

Second, consider how your audience members want to provide feedback on your report or proposal. Do they prefer to write comments on a printed document or edit a wiki article? Third, will people need to search through your document electronically or update it in the future? Fourth, bear in mind that your choice of medium sends a message. For instance, a routine sales report dressed up in expensive multimedia will look like a waste of valuable company resources.

Figure 14.3 Executive Dashboards

To help managers avoid information overload, many companies now use executive dashboards to present carefully �iltered highlights of key performance parameters. Dashboards are essentially super-summarized reports. The latest generation of software and mobile apps make it easy to customize screens to show each manager the speci�ic summaries he or she needs to see.

eSource: Executive Dashboards from My Business Online, powered by Pastel. Copyright © by Sandra Claassen. Used by permission of Sandra Claassen.

ORGANIZING YOUR INFORMATION

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The length and complexity of most reports and proposals require extra emphasis on clear, reader-oriented organization. Your readers might have the patience to struggle through a short, disorganized email message but not through a poorly organized 200-page report. As Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) discusses, when an audience is likely to be receptive or at least open-minded, use the direct approach: Lead with a summary of your key �indings, conclusions, recommendations, or proposal, whichever is relevant. This “up-front” arrangement is by far the most popular and convenient for business reports. It saves time and makes the rest of the report easier to follow. For those who have questions or want more information, later parts of the report provide complete �indings and supporting details. The direct approach also produces a more forceful report. You sound sure of yourself when you state your conclusions con�idently at the outset.

Most business reports use the direct approach.

At times, however, con�idence may be misconstrued as arrogance. If you’re a junior member of a status-conscious organization, or if your audience is skeptical or hostile, consider the indirect approach: Introduce your complete �indings and discuss all supporting details before presenting your conclusions and recommendations. The indirect approach gives you a chance to prove your points and gradually overcome your audience’s reservations. By deferring the conclusions and recommendations to the end of your report, you imply that you’ve weighed the evidence objectively. You also imply that you’re subordinating your judgment to that of the audience, whose members are capable of drawing their own conclusions when they have access to all the facts.

Use the indirect approach when you need to build support for your main idea or you want to avoid coming across as arrogant.

Figure 14.4 Direct Approach Versus Indirect Approach in an Introduction

In the direct version of this introduction, the writer quickly presents the report’s recommendation, followed by the conclusions that led to that recommendation. In the indirect version, the same topics are introduced in the same order, but no conclusions are drawn about them (the conclusions and the ultimate

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recommendation appear later, in the body of the report).

Although the indirect approach has advantages, some readers will always be in a hurry to get to the answer and will immediately �lip to the recommendations anyway, thus defeating your purpose. Therefore, consider length before choosing the direct or indirect approach. In general, the longer the message, the less effective an indirect approach is likely to be.

Long reports sometimes combine direct and indirect approaches, building support for interim conclusions or recommendations along the way.

Because both direct and indirect approaches have merit, businesspeople often combine them. They reveal their conclusions and recommendations as they go along rather than put them either �irst or last. Figure 14.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig4) presents the introductions from two reports that follow the same general outline. In the direct version, a series of statements summarizes the conclusion reached in relation to each main topic in the outline. In the indirect version, the same topics are introduced in the same order but without drawing any conclusions about them. Instead, the conclusions appear within the body of the report.

TABLE 14.2 Types of outline Headings

DESCRIPTIVE (TOPICAL) OUTLINE INFORMATIVE (TALKING) OUTLINE

Question form Summary form

1. Industry Characteristics

a. Annual sales

b. Pro�itability

c. Growth rate

i. Sales

ii. Pro�it

1. What is the nature of the industry?

a. What are the annual sales?

b. Is the industry pro�itable?

c. What is the pattern of growth?

i. Sales growth?

ii. Pro�it growth?

1. Flour milling is a mature industry.

a. Market is large.

b. Pro�it margins are narrow.

c. Growth is modest.

i. Sales growth averages less than 3 percent a year.

ii. Pro�its are �lat.

Regardless of the format, length, or order of your report, think carefully about how your ideas will be subdivided and developed. Take care to choose the most logical argument structure—one that suits your topic and goals and that makes sense to your audience.

Audience expectations are one of the most important considerations when deciding on the organization of your report.

As you outline your content, use informative (“talking”) headings rather than simple descriptive (“topical”) headings (see Table 14.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14tab2) ). With a question or summary form, informative headings force you to really think through the content rather than simply identify the general topic area. Using informative headings also facilitates collaborative writing by reducing ambiguity about what each person needs to write.

For a quick review of adapting the three-step process to long reports, refer to “Checklist: Adapting the Three-Step Process to Reports and Proposals.” The following sections provide speci�ic advice on how to plan informational reports, analytical reports, and proposals.

CHECKLIST ✓ Adapting the Three-Step Process to Reports and Proposals A. Analyze the situation.

Clearly de�ine your purpose before you start writing.

If you need to accomplish several goals in the report, identify them all in advance.

Prepare a work plan to guide your efforts.

B. Gather information.

Determine whether you need to launch a separate research project to collect the necessary information.

Reuse or adapt existing material whenever possible.

C. Select the best medium.

Base your decision on audience expectations or requirements.

Consider the need for commenting, revising, distributing, and storing.

Remember that the medium you choose also sends a message.

D. Organize your information.

Use the direct approach if your audience is receptive.

Use the indirect approach if your audience is skeptical.

Use the indirect approach when you don’t want to risk coming across as arrogant.

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Combine approaches if doing so will help build support for your primary message.

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2 LEARNING OBJECTIVE List the options for organizing informational reports, and identify the key parts of a business plan.

14.2 Planning Informational Reports Informational reports provide the information that employees, managers, and others need in order to make decisions and take action. Although dozens of particular formats exist, they can be grouped into four general categories:

Reports to monitor and control operations. Just as doctors rely on medical reports to see how well the various systems in a patient’s body are functioning, business managers rely on a wide range of reports to see how well the various systems in their companies are functioning. Plans establish expectations and guidelines to direct future action (see “Creating Successful Business Plans” on the next page). Operating reports provide feedback on a wide variety of an organization’s functions, including sales, inventories, expenses, shipments, and other aspects of company operations. Personal activity reports provide information regarding an individual’s experiences during sales calls, industry conferences, market research trips, and other activities.

Informational reports are used to monitor and control operations, to implement policies and procedures, to demonstrate compliance, and to document progress.

Reports to implement policies and procedures. Policy reports range from brief descriptions of business procedures to manuals that run dozens or hundreds of pages. Position papers, sometimes called white papers or backgrounders, outline an organization’s of�icial position on issues that affect the company’s success.

Reports to demonstrate compliance. Even the smallest businesses are required to show that they are in compliance with government regulations of one sort or another. Some compliance reports, such as quarterly and annual tax reports, affect all businesses. Others concern particular industries, companies using hazardous materials, speci�ic professional functions, or other special factors. Compliance reports are usually created in speci�ic formats that must be followed exactly.

Reports to document progress. Progress reports range from simple updates to comprehensive reports that include such elements as measured progress toward goals, comparisons of budgeted versus actual expenses, and lists of ongoing concerns and risks.

Progress reports range from simple, informal updates to comprehensive status reports.

ORGANIZATIONAL STRATEGIES FOR INFORMATIONAL REPORTS Most informational reports use a topical organization (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term10) , arranging the material by topic in one of the following ways:

Comparison. Showing similarities and differences (or advantages and disadvantages) between two or more entities

A topical organization is built around the content itself, using such arrangements as comparison, importance, sequence, chronology, spatial orientation, geography, or category.

Importance. Building up from the least important item to the most important (or from most important to the least, if you don’t think your audience will read the entire report)

Sequence. Organizing the steps or stages in a process or procedure

Chronology. Organizing a chain of events in order from oldest to newest or vice versa

Geography. Organizing by region, city, state, country, or other geographic unit

Category. Grouping by topical category, such as sales, pro�it, cost, or investment

Whichever pattern you choose, use it consistently so that readers can easily follow your discussion from start to �inish. Of course, certain reports (such as compliance or monitor-and-control reports) must follow a prescribed �low.

CREATING SUCCESSFUL BUSINESS PLANS A business plan (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term2) such as the one written by the founders of MyCityWay is a comprehensive document that describes a company’s mission, structure, objectives, and operations. Roughly speaking, business plans can be written during three separate phases of a company’s life: (1) before the company is launched, when the founders are de�ining their vision of what the company will be; (2) when the company is seeking funding, in which case the business plan takes on a persuasive tone to convince outsiders that investing in the �irm would be a pro�itable decision; and (3) after the company is up and running and the business plan serves as a monitor-and-control mechanism to make sure operations are staying on track.

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At any stage, a comprehensive business plan forces you to think about personnel, marketing, facilities, suppliers, distribution, and a host of other issues vital to a company’s success. The speci�ic elements to include in a business plan can vary based on the situation; here are the sections typically included in a plan written to attract outside investors:2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note2)

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Step-by-step advice for developing a successful business plan

Take advantage of the Small Business Administration’s comprehensive guide to preparing a business plan. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Summary. In one or two paragraphs, summarize your business concept, particularly the business model, which de�ines how the company will generate revenue and produce a pro�it. The summary must be compelling, catching the investor’s attention and giving him or her reasons to keep reading. Describe your product or service and its market potential. Highlight some things about your company and its leaders that will distinguish your �irm from the competition. Summarize your �inancial projections and indicate how much money you will need from investors or lenders and where it will be spent.

Formal business plans, particularly those used to solicit outside investment, must meet a speci�ic set of reader expectations.

Mission and objectives. Explain the purpose of your business and what you hope to accomplish.

Company and industry. Give full background information on the origins and structure of your venture and the characteristics of the industry in which you plan to compete.

Products or services. Concisely describe your products or services, focusing on their unique attributes and their appeal to customers.

Market and competition. Provide data that will persuade investors that you understand your target market and can achieve your sales goals. Be sure to identify the strengths and weaknesses of your competitors.

Management. Summarize the background and quali�ications of the key management personnel in your company. Include résumés in an appendix.

Marketing strategy. Provide projections of sales volume and market share; outline a strategy for identifying and reaching potential customers, setting prices, providing customer support, and physically delivering your products or services. Whenever possible, include evidence of customer acceptance, such as advance product orders.

Design and development plans. If your product requires design or development, describe the nature and extent of what needs to be done, including costs and possible problems. For new or unusual products, you may want to explain how the product will be manufactured.

Operations plan. Provide information on facilities, equipment, and personnel requirements.

Overall schedule. Forecast important milestones in the company’s growth and development, including when you need to be fully staffed and when your products will be ready for the market.

Critical risks and problems. Identify signi�icant negative factors and discuss them honestly.

Financial projections and requirements. Include a detailed budget of start-up and operating costs, as well as projections for income, expenses, and cash �low for the �irst few years of business. Identify the company’s �inancing needs and potential sources, if appropriate.

Exit strategy. Explain how investors will be able to pro�it from their investment, such as through a public stock offering, sale of the company, or a buyback of the investors’ interest.

Creating a complete business plan requires a considerable amount of work. However, by thinking your way through all these issues, you’ll enjoy a smoother launch and a greater chance of success in your new adventure. For more insider advice on writing business plans, see Chapter 15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15#ch15) ’s Communication Close-Up on page 391 (ch15.xhtml#page_391) .

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3 LEARNING OBJECTIVE Discuss three major ways to organize analytical reports.

14.3 Planning Analytical Reports The purpose of analytical reports is to analyze, to understand, or to explain a problem or an opportunity and �igure out how it affects the company and how the company should respond. In many cases, you’ll also be expected to make a recommendation based on your analysis. As you saw in Figure 14.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec1#ch14�ig1) , analytical reports fall into three basic categories:

REAL-TIME UPDATES

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Crafting your “wow” statement

Bill Reichert of Garage Technology Ventures offers advice on capturing an investor’s attention in just a matter of seconds. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Reports to assess opportunities. Every business opportunity carries some degree of risk and also requires a variety of decisions and actions in order to capitalize on the opportunity. For instance, market analysis reports are used to judge the likelihood of success for new products or sales initiatives by identifying potential opportunities as well as competitive threats and other risks. Due diligence reports examine the �inancial aspects of a proposed decision, such as acquiring another company.

Analytical reports are used to assess opportunities, to solve problems, and to support decisions.

Reports to solve problems. Managers often assign troubleshooting reports when they need to understand why something isn’t working properly and what can be done to �ix the situation. A variation, the failure analysis report, studies events that happened in the past, with the hope of learning how to avoid similar failures in the future.

Reports to support decisions. Feasibility reports are called for when managers need to explore the rami�ications of a decision they’re about to make (such as replacing an advertising agency or switching materials used in a manufacturing process). Justi�ication reports justify a decision that has already been made.

Writing analytical reports presents a greater challenge than writing informational reports, for three reasons. First, you’re doing more than simply delivering information; you’re also analyzing a problem or an opportunity and presenting your conclusions. The best writing in the world can’t compensate for �lawed analysis. Second, when your analysis is complete, you need to present your thinking in a credible manner. Third, analytical reports often convince other people to make signi�icant �inancial and personnel decisions, so your reports carry the added responsibility of the consequences of these decisions.

In some situations, the problem or opportunity you address may be de�ined by the person who authorizes the report. In other cases, you will have to de�ine it yourself. Be careful not to confuse a simple topic (quarterly pro�its) with a problem (the decline in pro�its over the past six quarters). Moreover, if you’re the only person who thinks a particular issue is a problem, your readers won’t be interested in your solution unless your report �irst convinces them that a problem exists. As with marketing and sales messages, sometimes you need to “sell the problem” before you can sell the solution.

To help de�ine the problem that your analytical report will address, answer these questions:

Clarify the problem in an analytical report by determining what you need to analyze, why the issue is important, who is involved, where the trouble is located, and how and when it started.

What needs to be determined?

Why is this issue important?

Who is involved in the situation?

Where is the trouble located?

How did the situation originate?

When did it start?

Not all these questions apply in every situation, but asking them helps you de�ine the problem being addressed and limit the scope of your discussion.

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Use problem factoring to divide a complex problem into more manageable pieces.

Another effective way to tackle a complex problem is to divide it into a series of logical, connected questions, a process sometimes called problem factoring (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term5) . You probably subconsciously approach most problems this way. When your car won’t start, what do you do? You use the available evidence to organize your investigation, to start a search for cause-and-effect relationships. For example, if the engine doesn’t turn over at all, you might suspect a dead battery. If the engine does turn over but won’t �ire, you can conclude that the battery is okay, but perhaps you’re out of gas. When you speculate on the cause of a problem, you’re forming a hypothesis (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term3) , a potential explanation that needs to be tested. By subdividing a problem and forming hypotheses based on available evidence, you can tackle even the most complex situations. With a clear picture of the problem or opportunity in mind, you’re ready to consider the best structure for your report.

Whenever you are preparing an analytical report, make sure you are clear in your own mind about whether you are advocating one particular line of thought or objectively exploring all the available options.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note3) Even if advocating one position is appropriate in the circumstances, your readers will expect you to have considered the other options so that you can help them understand why your answer is preferred.

Before you choose an approach, determine whether your audience is receptive or skeptical.

ORGANIZATIONAL STRATEGIES FOR ANALYTICAL REPORTS When you expect your audience to agree with you, use the direct approach to focus attention on conclusions and recommendations. When you expect your audience to disagree with you or to be hostile, use the indirect approach to focus attention on the rationale behind your conclusions and recommendations.

TABLE 14.3 Common Ways to Structure Analytical Reports

FOCUS ON LOGICAL ARGUMENT

Element Focus on Conclusions orRecommendations Use 2 + 2 = 4 Model Use Yardstick Model

Reader mindset Are likely to accept Hostile or skeptical Hostile or skeptical

Approach Direct Indirect Indirect

Writer credibility High Low Low

Advantages Readers quickly grasp conclusions or recommendations

Works well when you need to show readers how you built toward an answer by following clear, logical steps

Works well when you have a list of criteria (standards) that must be considered in a decision; alternatives are all measured against same criteria

Drawbacks Structure can make topicseem too simple Can make report longer Readers must agree on criteria; can be lengthy because of the need to address each criteria for every alternative

The three most common structural approaches for analytical reports are focusing on conclusions (a direct format), focusing on recommendations (another direct format), and focusing on logical arguments (an indirect format). See Table 14.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec11#ch14tab3) .

Focusing on Conclusions

When writing for audiences that are likely to accept your conclusions—either because they’ve asked you to perform an analysis or they trust your judgment— consider using a direct approach that focuses immediately on your conclusions. This structure communicates the main idea quickly, but it presents some risks. Even if audiences trust your judgment, they may have questions about your data or the methods you used. Moreover, starting with a conclusion may create the impression that you have oversimpli�ied the situation. You’re generally better off taking this direct approach in a report only when your credibility is high—when your readers trust you and are willing to accept your conclusions (see Figure 14.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec11#ch14�ig5) on the next page).

Focusing on conclusions is often the best approach when you’re addressing a receptive audience.

Focusing on Recommendations

A slightly different approach is useful when your readers want to know what they ought to do in a given situation (as opposed to what they ought to conclude). You’ll often be asked to solve a problem or assess an opportunity rather than just study it. The actions you want your readers to take become the main subdivisions of your report.

When readers want to know what you think they should do, organize your report to focus on recommendations.

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When structuring a report around recommendations, use the direct approach as you would for a report that focuses on conclusions. Then unfold your recommendations using a series of �ive steps:

1. Establish or verify the need for action in the introduction by brie�ly describing the problem or opportunity.

2. Introduce the bene�it that can be achieved, without providing any details.

3. List the steps (recommendations) required to achieve the bene�it, using action verbs for emphasis.

4. Explain each step more fully, giving details on procedures, costs, and bene�its.

5. Summarize your recommendations.

If your recommendation carries any risks, be sure to clearly address them. Doing so not only makes your report more ethical but also offers you some protection in the event that your recommendation is implemented but doesn’t work out as you had hoped. In short, make sure your readers know the potential disadvantages as well as the potential bene�its.

Whenever a recommendation carries some element of risk, you owe it to your audience to make this clear.

Figure 14.5 Preliminary Outline of a Research Report Focusing on Conclusions

A year after a bank decided to have an outside �irm handle its employee training, an analyst was asked to prepare a report evaluating the results. The analysis shows that the outsourcing experiment was a success, so the report opens with that conclusion but supports it with clear evidence. Readers who accept the conclusion can stop reading, and those who desire more information can continue.

Focusing on Logical Arguments

When readers are likely to be skeptical or hostile to the conclusion or recommendation you plan to make, use an indirect approach. If you guide people along a logical path toward the answer, they are more likely to accept it when they encounter it. The two most common logical approaches are known as the 2 + 2 = 4 approach and the yardstick approach.

Two common logical patterns are the 2 + 2 = 4 approach (adding everything up) and the yardstick approach (comparing solutions against criteria).

The 2 + 2 = 4 Approach The 2 + 2 = 4 approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term11) is so named because it convinces readers of your point of view by demonstrating that everything adds up. The main points in your outline are the main reasons behind your conclusions and recommendations. You support each reason with the evidence you collected during your analysis.

Start by considering using the 2 + 2 = 4 approach; it’s familiar and easy to develop.

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Because of its natural feel and versatility, the 2 + 2 = 4 approach is generally the most persuasive and ef�icient way to develop an analytical report for skeptical readers. When organizing your own reports, try this structure �irst. You’ll �ind that many business situations lend themselves nicely to this pattern of logical argumentation.

The Yardstick Approach The yardstick approach (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term12) is useful when you need to use a number of criteria to evaluate one or more possible solutions. These criteria become the “yardstick” by which you measure the various alternatives. With this approach, you begin by discussing the problem or opportunity and then list the criteria that will guide the decision. The body of the report then evaluates the alternatives against those criteria. The main points of the outline are either the criteria themselves or the alternatives (see Figure 14.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec11#ch14�ig6) ).

The yardstick approach compares a solution or several solutions to a set of predetermined standards.

The yardstick approach is particularly useful for proposals when the audience has provided a list of criteria the solution must meet. Say that your company has been asked to bid on a contract to design and install a factory-�loor distribution system for a large corporation. The client has listed the requirements (criteria) for the system, and you’ve developed a preliminary design to meet them. In the body of your proposal, you could use the client’s list of requirements as the main headings and under each one explain how your preliminary design meets the requirement.

Figure 14.6 Outline of an Analytical Report Using the Yardstick Approach

This outline was prepared by J. C. Hartley, a market analyst for a large Sacramento company that makes irrigation equipment for farms and ranches. “We’ve been so successful in the agricultural market that we’re starting to run out of customers to sell to,” says Hartley. “To keep the company growing, we needed to �ind another market. Two obvious choices to consider were commercial buildings and residences,” so she structured her report to compare these two opportunities.

The yardstick approach has two potential drawbacks. First, your audience members need to agree with the criteria you’re using in your analysis. If they don’t, they won’t agree with the results of the evaluation. If you have any doubt about their agreement, build consensus before you start your report, if possible, or take extra care to explain why the criteria you’re using are the best ones in this particular case.

Second, the yardstick approach can get tedious when you have many options to consider or many criteria to compare them against. One way to minimize repetition is to compare the options in tables and then highlight the most unusual or important aspects of each alternative in the text so that you get the best of both worlds. This approach allows you to compare all the alternatives against the same yardstick while calling attention to the most signi�icant differences among them.

EFFECTIVE ANALYTICAL REPORTS: AN EXAMPLE As national sales manager of a New Hampshire sporting goods company, Binh Phan was concerned about his company’s ability to sell to its largest customers. His boss, the vice president of marketing, shared these concerns and asked Phan to analyze the situation and recommend a solution. As Phan says, “We sell to retail chains across the country. Large nationwide chains of superstores have been revolutionizing the industry, but we haven’t had as much success with these big customers as we’ve had with smaller companies that operate strictly on a local or regional basis. With more and more of the industry in the hands of the large chains, we knew we had to �ix the situation.”

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Phan’s troubleshooting report appears in Figure 14.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec11#ch14�ig7) . The main idea is that the company should establish separate sales teams for these major accounts rather than continue to service them through the company’s four regional divisions. However, Phan knew his plan would be controversial because it requires a big change in the company’s organization and in the way sales reps are paid. His thinking had to be clear and easy to follow, so he used the 2 + 2 = 4 approach to focus on his reasons.

Figure 14.7 Analytical Report Using the 2 + 2 = 4 Approach

To make his logical argument both clear and compelling, Binh Phan used the 2 + 2 = 4 approach.

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4 LEARNING OBJECTIVE Explain how to choose an organizational strategy when writing a proposal.

14.4 Planning Proposals Proposals are written for both internal and external audiences. Internal proposals request decisions from managers within the organization, such as proposals to buy new equipment or launch new research projects. Examples of external proposals include grant proposals, which request funds from government agencies and other sponsoring organizations, and sales proposals, which suggest individualized solutions for potential customers and request purchase decisions.

Buyers often solicit proposals by publishing a request for proposals (RFP).

The most signi�icant factor in planning any proposal is whether the intended recipient has asked you to submit a proposal. Solicited proposals are generally prepared at the request of external parties that require a product or a service, but they may also be requested by such internal sources as management or the board of directors. When organizations require complex products, services, or systems, they often prepare a formal invitation to bid on the contract, called a request for proposals (RFP) (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term8) , which includes instructions that specify exactly the type of work to be performed or products to be delivered, along with budgets, deadlines, and other requirements. To attract a large pool of quali�ied bidders, organizations send RFPs to �irms with good performance records in the �ield, print them in trade publications, and post them on the web.

To write a proposal in response to an RFP, you begin by reviewing the requirements. Next, you de�ine the scope of the deliverables, determine the methods and procedures to be used, and estimate time requirements, personnel requirements, and costs. Then you put it all in writing—exactly as speci�ied in the RFP, following the precise format it requires and responding meticulously to every point it raises.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note4) RFPs can seem surprisingly picky, even to the point of specifying the paper size for the proposal and the number of copies to send, but you must follow every detail.

Unsolicited proposals are created by organizations attempting to obtain business or funding without a speci�ic invitation from a potential client. Such proposals may also be initiated by employees or managers who want to convince company insiders to adopt a program, a policy, or an idea. In other words, with an unsolicited proposal, the writer makes the �irst move. Even so, an unsolicited proposal should not come as a surprise to the recipient, but rather should be the summation of a conversation that has been ongoing with the recipient.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note5) This approach helps ensure acceptance, and it gives you an opportunity to explore the recipient’s needs and craft your proposal around them.

Unsolicited proposals differ from solicited proposals in another important respect: Your audience may not be aware of the problem you are addressing, so your proposal must �irst convince readers that a problem or an opportunity exists before convincing them that you can address it. Thus, unsolicited proposals generally spend considerable time explaining why readers should take action and convincing them of the bene�its of doing so.

Unsolicited proposals require additional persuasive elements because the audience isn’t expecting the proposal and might not even be conscious of the problem you propose to solve.

With virtually any proposal, keep in mind that you are always competing for something—money, time, management attention, and so on. Even if yours is the only proposal on the table, you are still competing with all the other choices your audience members could make with their time, money, and attention.

Every proposal competes for something: money, time, attention, and so on.

Proposals can be signi�icant writing projects, particularly when you are responding to a complex RFP. Fortunately, a variety of software products are available to lighten the load considerably. Basic features include the ability to automatically personalize the proposal, ensure proper structure, and organize storage of all your boilerplate material (identical sections of text used in every proposal, such as a description of your company). At a more advanced level, semi-automated proposal writing systems can scan RFPs to identify questions and requirements and �ill in potential answers from a centralized knowledge base that contains input from all the relevant experts in your company.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note6)

ORGANIZATIONAL STRATEGIES FOR PROPOSALS Your choice of structure for proposals depends on whether the proposal is solicited and, if so, whether you expect readers to be receptive to your speci�ic recommendation. In general, your audience is likely to be more receptive with solicited proposals because the problem and the solution have already been identi�ied. Submit your proposal for the solution speci�ied in the RFP and structure the proposal using the direct approach to focus on your recommendation. As soon as possible within the constraints of the RFP requirements, identify why your solution is unique and deserves close consideration.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note7)

ETHICS DETECTIVE

Solving the Case of the Overblown Proposal

As the manager in charge of your company’s New Ventures Group, you’ve read your share of proposals—hundreds, maybe thousands, of them. You’ve developed a sixth sense about these documents, an ability to separate cautious optimism from self-doubt and distinguish justi�ied enthusiasm from

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insupportable hype.

Your company invests in promising smaller �irms that could grow into bene�icial business partners or even future acquisitions. In a typical scenario, a small company invents a new product but needs additional funding to manufacture and market it, so the owners approach you with funding proposals. Because you make the �irst major decision in this investment process, your choices and recommendations to the board of directors are crucial.

Moreover, the risks are considerable: If one of your recommendations doesn’t pan out, the company could lose all the money it invested (often millions), and that’s only the start. Failures consume your team’s precious time and energy and can even put the company at risk for shareholder lawsuits and other serious headaches. In other words, mistakes in your line of work are costly.

The proposal in front of you today is intriguing. A small company in Oklahoma has designed a product called the

Wireless Shopping List, and you think the idea might appeal to upscale homeowners. Small touchscreens are placed around the house, wherever occupants are likely to think of things they need to buy on the next shopping trip: on the refrigerator door, in the media room, in the nursery, in the garage, in the gardening shed. The system collects all these inputs, and, on command, it prints out a shopping list or downloads it to a smartphone. It’s a clever idea, but one paragraph in the proposal bothers you:

Everybody in our test market audience was absolutely stunned when we demonstrated the simulated system. They couldn’t believe something like this was even possible. It was so handy and so convenient—everyone said it would change their lives forever. We haven’t even speci�ied the price yet, but every single person in the room wanted to place an order, on the spot.

ANALYSIS

This proposal potentially oversells the idea in at least three ways. Identify them and explain how they could lead you to decline the investment opportunity.

Depending on the circumstances and your relationship with the recipient, the indirect approach is often better for unsolicited proposals. When writing unsolicited proposals, you must �irst convince the audience that a problem exists and establish your credibility if you are unknown to the reader. At the same time, you need to give the reader a compelling reason to keep reading a document that he or she didn’t request. Follow the AIDA model or a similar approach to grab the reader’s attention quickly. For an external proposal, for instance, you might start off with an attention-getter such as “In working with other companies in your industry, our productivity specialists were able to lower their operating costs by as much as 15 percent.” Then, to convince the reader that you can back up that claim, present your solution in a logical fashion, with solid evidence, leading up to a request for a decision (see “Ethics Detective: Solving the Case of the Overblown Proposal”).

The indirect approach following AIDA or a similar model is often the best way to build your case in an unsolicited proposal.

EFFECTIVE PROPOSALS: AN EXAMPLE A good proposal explains why a project or course of action is needed, what it will involve, how much it will cost, and how the recipient will bene�it. You can see all these elements in Shandel Cohen’s internal proposal for an automatic mail-response system (see Figure 14.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec17#ch14�ig8) on the next two pages).

Cohen manages the customer-response section of the marketing department at a personal computer manufacturer located in the Midwest. Her section sends out product information requested by customers and the �ield salesforce. Cohen has observed that the demand for information increases when a new product is released and diminishes as a product matures. This �luctuating demand causes drastic changes in her section’s workload.

“Either we have more work than we can possibly handle,” says Cohen, “or we don’t have enough to keep us busy. But I don’t want to get into a hiring-and-�iring cycle.” Cohen is also concerned about the amount of printed material that’s discarded when products are upgraded or replaced. Her report describes the problem, her proposed solutions, the bene�its to the company, and the projected costs, giving her audience all the information needed to make a decision.

Figure 14.8 Internal Proposal

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Shandel Cohen’s internal proposal seeks management’s approval to install an automatic mail-response system. Because the company manufactures computers, she knows that her boss won’t object to a computer-based solution. Also, because pro�its are always a concern, her report emphasizes the �inancial bene�its of her proposal.

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COMMUNICATION CHALLENGES AT MyCityWay You work as Archana Patchirajan’s executive assistant in MyCityWay’s New York headquarters, where you help her with a variety of communication projects. Use your knowledge of report and proposal writing to address the following challenges.

INDIVIDUAL CHALLENGE: MyCityWay works with a wide variety of local businesses that use the software for brand-building campaigns, coupons, and mobile commerce. Recently, several of these companies have called to ask about MyCityWay’s relationship with BMW. Most people recognize the BMW name, but relatively few understand the new “BMW i” program. Patchirajan thinks it would be helpful to have a brief overview ready to provide business partners who have questions. Review the information on the BMW i program on the BMW website and draft the outline of an informational report that summarizes the “BMW i” program.

TEAM CHALLENGE: Many companies offer a downloadable one-page “fact sheet” that summarizes the concept of the business, its product lines, unique technologies, target markets, biographies of key executives, and other information of potential interest to various stakeholders. In a team with two or three other students, review the fact sheets (sometimes called a “company overview” or something similar) offered on the websites of three companies in any industry, and then collaborate on a one-page fact sheet for MyCityWay.

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Quick Learning Guide

KEY TERMS analytical reports Reports that offer both information and analysis; they can also include recommendations business plan A comprehensive document that describes a company’s mission, structure, objectives, and operations hypothesis A potential explanation that needs to be tested informational reports Reports that offer data, facts, feedback, and other types of information, without analysis or recommendations problem factoring Dividing a problem into a series of logical, connected questions proposals Reports that combine information delivery and persuasive communication reports Written accounts that objectively communicate information about some aspect of a business request for proposals (RFP) A formal invitation to bid on a contract statement of purpose Planning statement that de�ines why you are preparing the report topical organization Arranging material according to comparisons, importance, sequence, chronology, spatial orientation, geography, or category 2 + 2 = 4 approach Logical argumentation approach that convinces readers of your point of view by demonstrating how everything “adds up” yardstick approach Logical argumentation approach that uses a number of criteria to evaluate one or more possible solutions

SUMMARY OF LEARNING OBJECTIVES 1 Adapt the three-step writing process to reports and proposals. The comprehensive nature of the three-step process is ideal for the work involved in most reports and proposals. Use all the advice you learned in Chapters 4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch04#ch04) through 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) , with added emphasis on a few speci�ic points for longer documents: (1) Identify your purpose clearly to avoid rework, (2) prepare a work plan to guide the research and writing tasks, (3) determine whether a separate research project might be needed to gather the necessary information, (4) choose the appropriate medium (or media, in some cases) for your audience, and (5) organize your information by selecting the best approach for an informational or analytical report.

2 List the options for organizing informational reports, and identify the parts of a business plan. Informational reports focus on the delivery of facts, �igures, and other types of information. Most informational reports use a topical organization, arranging material by comparison, importance, sequence, chronology, geography, or category.

Formal business plans—those that are shown to outside audiences such as investors and bankers—typically contain the following elements: a summary of the business concept, the company’s mission and objectives, background on the company and the industry in which it competes, descriptions of its products and services, an analysis of target markets and key competitors, a discussion of the management team, a summary of the marketing strategy, design and development plans, an operations plan, a schedule with major milestones, an analysis of critical risks and problems, �inancial projections and requirements, and a description of the proposed exit strategy.

3 Discuss three major ways to organize analytical reports. The three most common ways to organize analytical reports are by focusing on conclusions, focusing on recommendations, and focusing on logical arguments. The �irst two are direct approaches; the third is an indirect approach.

4 Explain how to choose an organizational strategy when writing a proposal. The most signi�icant factor in planning a proposal is whether the proposal is solicited or unsolicited. Solicited proposals are obviously expected and welcomed by the recipient, but they often must follow a speci�ic organization, particularly when they are submitted in response to a request for proposals (RFP). For unsolicited proposals, the writer has �lexibility in choosing the most effective organization, format, and content. However, because unsolicited proposals are unexpected, the writer often needs to explain why the solution offered in the proposal is even necessary for the reader to consider. Because of this, the indirect approach is usually preferred for unsolicited proposals.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

14-1. What is the major difference between informational and analytical reports? [LO-1]

14-2. What does a statement of purpose convey? [LO-1]

14-3. What should you include in the work plan for a complex report or proposal? [LO-1]

14-4. How are reports for monitoring and controlling operations used? [LO-2]

14-5. What are the three major ways to organize an analytical report? [LO-3]

14-6. How does a feasibility report differ from a justi�ication report? [LO-3]

14-7. What is problem factoring? [LO-3]

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14-8. What is an RFP, and how does it relate to proposal writing? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

14-9. Would “Look into employee morale problems” be an effective problem statement for a report? Why or why not? [LO-1]

14-10. Which of the topical organization plans listed on page 374 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec8#page_374) would you use to organize an analytical report on a recent power outage in your manufacturing facility? Why? [LO-2]

14-11. If you want to make a speci�ic recommendation in your report, should you include information that might support a different recommendation? Explain your answer. [LO-3]

14-12. Assume you are assigned the task of evaluating two �irms to provide security for your company’s of�ice and factory facilities. First, you write a report recommending one of the two �irms. After a thorough analysis, however, you conclude that neither �irm is capable of providing quality service at an acceptable cost. How should you structure your report? [LO-3]

14-13. In what ways are unsolicited proposals more challenging to write than solicited proposals? [LO-4]

Practice Your Skills Message for Analysis: Comparing Two Report Formats [LO-1] The Securities and Exchange Commission (SEC) requires all public companies to �ile a comprehensive annual report (form 10-K) electronically. Many companies post links to these reports on their websites, along with links to other company reports. Visit the HP website and �ind the company’s most recent 10-K and Fiscal Year in Review reports. Compare the style and format of the two reports. For which audience(s) is the Year in Review targeted? Who besides the SEC might be interested in the 10-K? Which report do you �ind easier to read? More interesting? More detailed?

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

14-14. Planning: Analyzing the Situation [LO-1] Sales at The Style Shop, a clothing store for men, have declined for the third month in a row. Your boss is not sure whether this decline is due to the weak economy or some other unknown reason. She has asked you to investigate the situation and to submit a report to her, highlighting some possible reasons for the decline. Develop a statement of purpose for your report.

14-15. Planning: Preparing the Work Plan [LO-1] South by Southwest (SXSW) is a family of conferences and festivals in Austin, Texas, that showcase some of the world’s most creative talents in music, interactive media, and �ilm. In addition to being a major entertainment venue for a week every March, SXSW is also an increasingly important trade show, an opportunity for companies to present products and services to potential customers and business partners. You work for a company that makes music training equipment such as an electronic keyboard with an integrated computer screen that guides learners through every step of learning to play a keyboard. Your manager has asked you to look into whether the company should rent an exhibition booth at SXSW next year. Prepare a work plan for an analytical report that will assess the promotional opportunities at SXSW and make a recommendation on exhibiting. Include the statement of purpose, a problem statement for any research you will conduct, a description of what will result from your investigation, the sources and methods of data collection, and a preliminary outline. Visit the SXSW website for more information.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14note8)

Planning: Organizing Reports [LO-1] For each of the following scenarios, determine whether the direct or indirect approach would be advisable, and explain why.

14-16. The monthly �inancial report prepared by the accounting department for upper management. 14-17. An accountant fresh out of college who wants to propose a new way to present those monthly �inancial results to upper management. 14-18. An unsolicited proposal to provide payroll processing services. 14-19. An analytical report, requested by the CEO, explaining why the company has been losing money in the eastern sales region for the past two years. 14-20. An unsolicited proposal to the board of directors, outlining why it makes strategic sense for your company to expand into international markets; the

board rejected a similar—but poorly presented—idea last year. 14-21. Planning: Organizing Reports [LO-1] Look through recent issues (print or online) of Bloomberg Businessweek, Fortune, or other business publications

for an article that describes how an executive’s conclusions about his or her company’s current situation or future opportunities led to changes in policy, plans, or products. Construct an outline of the material, �irst using a direct approach and then using an indirect approach. Which approach do you think the executive would use when reporting these conclusions to stockholders? When reporting to other senior managers? Explain your answers.

14-22. Planning: Organizing Reports (Informational Reports) [LO-1] Assume that your college president has received many student complaints about campus parking problems. You are appointed the chair of a student committee organized to investigate the problems and recommend solutions. The president gives you a �ile labeled “Parking: Complaints from Students,” and you jot down the essence of the complaints as you inspect the contents. Your notes look like this:

Inadequate student spaces at critical hours

Poor night lighting near the computer center

Inadequate attempts to keep resident neighbors from occupying spaces

Dim marking lines

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Motorcycles taking up full spaces

Discourteous security of�icers

Spaces (often empty) reserved for college of�icials

Relatively high parking fees

Full fees charged to night students even though they use the lots only during low-demand periods

Vandalism to cars and a sense of personal danger

Inadequate total space

Resident harassment of students parking on the street in front of neighboring houses

Prepare an outline for an informational report to be submitted to committee members. Use a topical organization that categorizes this information.

Planning: Organizing Reports (Analytical Reports) [LO-1]

Three years ago, your company (a carpet manufacturer) modernized its Georgia plant in anticipation of increasing demand for carpets. Because of the depressed housing market, the increase in demand for new carpets has been slow to materialize. As a result, the company has excess capacity at both its Georgia and California plants. On the basis of your research, you have recommended that the company close the California plant. The company president, J. P. Lawrence, has asked you to prepare a justi�ication report to support your recommendation. Here are the facts you gathered by interviewing the respective plant managers:

Operational Statistics

Georgia plant: This plant has newer equipment, has higher productivity, employs 100 nonunion production workers, and ships $12 million in carpets a year. Hourly base wage is $16.

California plant: California plant employs 80 union production workers and ships $8 million in carpets a year. Hourly base wage is $20.

Financial Implications

Savings by closing California plant: (1) Increase productivity by 17 percent; (2) reduce labor costs by 20 percent (total labor savings would be $1 million per year; see assumptions); (3) annual local tax savings of $120,000 (Georgia has a more favorable tax climate).

Sale of Pomona, California, land: Purchased in 1952 for $200,000. Current market value $2.5 million. Net pro�it (after capital gains tax) over $1 million.

Sale of plant and equipment: Fully depreciated. Any proceeds a windfall.

Costs of closing California plant: One-time deductible charge of $250,000 (relocation costs of $100,000 and severance payments totaling $150,000).

Assumptions

Transfer �ive workers from California to Georgia.

Hire 45 new workers in Georgia.

Lay off 75 workers in California.

Georgia plant would require a total of 150 workers to produce the combined volume of both plants.

14-23. Which approach (focus on conclusions, recommendations, or logical arguments) will you use to structure your report to the president? Why? 14-24. Suppose this report were to be circulated to plant managers and supervisors instead. What changes, if any, might you make in your approach? 14-25. List some conclusions you might draw from the preceding information to use in your report. 14-26. Using the structure you selected for your report to the president, draft a �inal report outline with �irst- and second-level informative headings.

Planning Reports and Proposals [LO-2], [LO-3], [LO-4] Using the information presented in this chapter, identify the report type represented by each of the following examples. In addition, write a brief paragraph about each, explaining who the audience is likely to be, what type of data would be used, and whether conclusions and recommendations would be appropriate.

14-27. A statistical study of the pattern of violent crime in a large city during the past �ive years. 14-28. A report prepared by a seed company, demonstrating the bene�its of its seed corn for farmers. 14-29. A report prepared by an independent testing agency, evaluating various types of nonprescription cold remedies. 14-30. A trip report submitted at the end of a week by a traveling salesperson. 14-31. A report indicating how 45 acres of undeveloped land could be converted into an industrial park. 14-32. An annual report to be sent to the shareholders of a large corporation. 14-33. A report from a U.S. National Park wildlife of�icer to Washington, D.C., headquarters showing the status of the California condor (an endangered

species). 14-34. A report outlining the risks of closing a chain of retail stores and moving the entire business online. 14-35. Planning Informational Reports (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec20#ch14term4) [LO-2] You’re the vice

president of operations for a Florida fast-food chain. In the aftermath of a major hurricane, you’re drafting a report on the emergency procedures to be followed by personnel in each restaurant when storm warnings are in effect. Answer who, what, when, where, why, and how, and then prepare a one- page outline of your report. Make up any details you need.

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14-36. Planning Proposals [LO-4] You’re getting ready to launch a new lawn-care business that offers mowing, fertilizing, weeding, and other services. The lawn surrounding a nearby shopping center looks as if it could use better care, so you target that business for your �irst unsolicited proposal. To help prepare this proposal, write your answers to these questions:

What questions will you need to answer before you can write a proposal to solve the reader’s problem? Be as speci�ic as possible.

What customer bene�its will you include in your proposal?

Will you use a letter or memo format for your proposal? Explain your answer.

14-37. Planning Proposals; Collaboration: Team Projects [LO-4], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) Break into small groups and identify an operational problem occurring at your campus, involving one of the following: registration, university housing, food services, parking, or library services. Develop a workable solution to that problem. Finally, develop a list of pertinent facts that your team will need to gather to convince the reader that the problem exists and that your solution will work.

Expand Your Skills Critique the Professionals

Download any of the free reports and other offered on the American Coatings Association website. Identify the target audience(s) and purpose of the report you’ve chosen. Using whatever medium your instructor requests, write a brief analysis of the report, describing what works well and what doesn’t work well.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, or PowerPoint presentation that offers advice on writing effective business proposals. Write a brief email message to your instructor, describing the item you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

14-38. What elements should be included in a formal business plan? [LO-2] 14-39. What are the seven major ways to organize an informational report? [LO-2]

Endnotes 1. MyCityWay website, accessed 10 May 2014, http://mycityway.com (http://mycityway.com) ; BMW i website, accessed 6 February 2013, www.bmw-i.com (http://www.bmw-i.com) ; Adam Bluestein and Amy Barrett, “How Business-Plan Competitions Reward Innovation,” Inc., 1 July 2010, www.inc.com (http://www.inc.com) ; Nick Saint, “Mayor Bloomberg Announces First Investment by NYC-Sponsored Venture Fund: MyCityWay,” SAI Business Insider, 25 May 2010, www.businessinsider.com (http://www.businessinsider.com) ; Heidi Brown, “How to Write a Winning Business Plan,” Forbes, 18 June 2010, www.forbes.com (http://www.forbes.com) ; NYC DataMine website, accessed 5 March 2011, www.nyc.gov (http://www.nyc.gov) .

2. Brown, “How to Write a Winning Business Plan”; Michael Gerber, “The Business Plan That Always Works,” Her Business, May/June 2004, 23–25; J. Tol Broome Jr., “How to Write a Business Plan,” Nation’s Business, February 1993, 29–30; Albert Richards, “The Ernst & Young Business Plan Guide,” R & D Management, April 1995, 253; David Lanchner, “How Chitchat Became a Valuable Business Plan,” Global Finance, February 1995, 54–56; Marguerita Ashby-Berger, “My Business Plan—And What Really Happened,” Small Business Forum, Winter 1994–1995, 24–35; Stanley R. Rich and David E. Gumpert, Business Plans That Win $$$ (New York: Harper & Row, 1985).

3. David A. Garvin and Michael A. Roberto, “What You Don’t Know About Making Decisions,” Harvard Business School Working Knowledge, 15 October 2001, http://hbswk.hbs.edu (http://hbswk.hbs.edu) .

4. Iris Varner, Contemporary Business Report Writing, 2nd ed. (Chicago: Dryden Press, 1991), 170.

5. Curt Kampmeier, “How to Write a Proposal That’s Accepted Every Time,” Consulting to Management, September 2000, 62.

6. Qvidian website, accessed 28 February 2011, www.qvidian.com (http://www.qvidian.com) ; Dan MacDougall, “Orchestrating Your Proposal,” Canadian Consulting Engineer, March-April 2003, 51-56.

7. “Why What You Learned in School About Writing Was Wrong,” CapturePlanning.com (http://CapturePlanning.com) , accessed 9 December 2008, www.captureplanning.com (http://www.captureplanning.com) .

8. SXSW website, accessed 2 March 2011, http://sxsw.com (http://sxsw.com) ; Catherine Holahan and Spencer E. Ante, “SXSW: Where Tech Mingles with Music,” BusinessWeek, 7 March 2008, www.businessweek.com (http://www.businessweek.com) .

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Guy Kawasaki, one of the founders of the venture capital �irm Garage Technology Ventures, advises entrepreneurs to craft concise, compelling summaries of their businesses before pitching their ideas to investors.

15 Writing and Completing Reports and Proposals

LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Explain how to adapt to your audiences when writing reports and proposals 2 Name �ive characteristics of effective report content, and list the topics commonly covered in the introduction, body, and close of formal reports 3 List six strategies to strengthen a proposal argument, and list the topics commonly covered in the introduction, body, and close of proposals 4 Summarize the four tasks involved in completing business reports and proposals 5 Identify the elements to include in a request for proposal (RFP)

MyBCommLab®

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COMMUNICATION CLOSE-UP AT Garage Technology Ventures

The “garage” is a well-known metaphor in entrepreneurial circles that dates back at least to the founding of the giant technology company Hewlett-Packard, which was literally started in a garage in the late 1930s by Bill Hewlett and Dave Packard. More than the physical space of a workshop, the garage suggests a mindset, with inspired visionaries working on shoestring budgets in humble surroundings but pouring their hearts and minds into business ideas that can change the world—or at least make a lot of money.

Noted entrepreneur, author, speaker, and investor Guy Kawasaki and his colleagues carry on this tradition with a venture capital �irm called, appropriately enough, Garage Technology Ventures. Garage is based in the heart of Silicon Valley: Palo Alto, California (which also happens to be the current and ancestral home of Hewlett-Packard).

Venture capitalists (VCs) invest in young companies, primarily in high-technology �ields, and help them through the early growth stages with an eye toward recouping their investments when the company gets big enough to go public or is sold to another company. The personal �inance website Motley Fool and the online music service Pandora are among the many �irms in which Garage has invested in recent years.

In the Silicon Valley VC culture, the process of presenting a new company to potential investors usually involves a short presentation, “the pitch,” that is supported by the executive summary from a business plan. The entire plan might become part of the conversation later, but in the early stages the executive summary has to carry the load by itself.

After listening to thousands of pitches and reading thousands of business plans, the Garage team has a clear idea of what it takes for entrepreneurs to get the attention—and money—of a VC. Garage advises entrepreneurs to keep their executive summaries under 20 pages and to include nine particular elements, starting with “the grab,” a compelling one- or two-sentence statement that gets an investor’s attention. Following that are the customer problems the entrepreneurs aim to solve, the solution they propose, and the business opportunity that this offering represents. The next three items describe the new company’s competitive advantages, its business model (how it will generate revenue), and the key personnel involved in the new venture—including why these are the right people to drive the new company forward. The �inal two elements are directly about money: “the promise,” which is how much investors can expect to earn from their stake in the company, followed by “the ask,” which is how much money the new company wants.

This is a lot of information to pack into a relatively short document, but doing so is essential. If investors don’t understand the business model or don’t think the startup team has honed in on a real market opportunity, they won’t keep listening. Fortunately, entrepreneurs can tap into the expertise of those who have gone before them and use this advice to craft powerful business plans that get noticed. The Garage team is waiting with enthusiastic encouragement, too. As the company puts it, “We are on your side. So please help us get to know you better by telling your story clearly and concisely.”1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note1)

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1 LEARNING OBJECTIVE Explain how to adapt to your audiences when writing reports and proposals.

15.1 Writing Reports and Proposals: Adapting to Your Audience Guy Kawasaki (pro�iled in the chapter-opening Communication Close-Up) and all other successful report writers will tell you that reports and proposals are most effective when they are adapted to the needs and interests of their intended audiences. To ensure your own success with reports, be sensitive to audience needs, build strong relationships with your audience, and control your style and tone.

BEING SENSITIVE TO YOUR AUDIENCE’S NEEDS Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) discusses four aspects of audience sensitivity, and all four apply to reports and proposals: adopting the “you” attitude, maintaining a strong sense of etiquette, emphasizing the positive, and using bias-free language. Reports and proposals that are highly technical, complex, or lengthy can put heavy demands on readers, so the “you” attitude takes on special importance with these messages.

The “you” attitude is especially important with long or complex reports because they demand a lot from readers.

In addition, various audience members can have widely different information needs. For instance, if you’re reporting on the results of a customer satisfaction survey, the service manager might want every detail, whereas the president might want only a top-level summary. With previews, summaries, appendixes, and other elements, you can meet the needs of a diverse audience—provided that you plan for these elements in advance.

Today’s readers often lack the time or the inclination to plow through long reports page by page or screen by screen. They typically want to browse quickly, �ind a section of interest, dive in for details, browse for another section, and so on. If you want readers to understand and accept your message, help them navigate your document by using headings and links, smooth transitions, and previews and reviews.

Help your audiences navigate through your reports by providing clear directions to key pieces of content.

Headings

As you learned in Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) , headings are brief titles that cue readers about the content of sections that follow. They improve a document’s readability and are especially useful for identifying the framework of a report. They also visually indicate shifts from one idea to the next and, when used in a combination of levels, help readers see the relationship between subordinate and main ideas. In addition, busy readers can quickly understand the gist of a document simply by scanning the headings. In online reports, headings serve all these functions, plus they can be used to provide links to other sections and other websites.

Many companies specify a format for headings, either through style guides or document templates. If yours does, use that recommended format. If you are creating your own scheme, make sure the hierarchy of headings and subheadings is clear. If you have three levels of headings in a report, for example, you might use 20-point bold type for the �irst level headings, 16 points for the second level, and 12 points for the third level:

First Level

Second Level

Third Level

Another option is to put the �irst level headings in all capital letters or to emphasize them using color. The sample report on pages 406 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec15#page_406) –420 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec15#page_420) does both of these, for instance.

Transitions

Transitions (see Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) ) help readers move from one section of a report to the next and from key point to key point within sections. Transitions can be words, sentences, or complete paragraphs. Here’s an example:

Transitions connect ideas by helping readers move from one thought to the next.

... As you can see, our pro�its have decreased by 12 percent over the past eight months.

To counteract this decline in pro�its, we can explore alternatives. First, we can raise our selling prices. Second, we can work to reduce our manufacturing costs. Third, we can introduce new products that will support higher pro�it margins. However, each of these alternatives has both advantages and disadvantages.

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The phrase As you can see alerts readers to the fact that they are reading a summary of the information just presented. The phrase this decline in pro�its refers to the previous paragraph, to let readers know that the text will be saying something else about that topic. The words �irst, second, and third help readers stay on track as the three alternatives are introduced, and the word however alerts readers to the fact that evaluating the three alternatives requires some additional discussion. Effective transitions such as these can help readers summarize and remember what they’ve learned so far while giving them a mental framework to process new information.

Previews and Reviews

Preview sections introduce important topics by helping readers get ready for new information; they are particularly helpful when the information is complex, unexpected, or unfamiliar. Think of a preview as an opportunity for readers to arrange their mental �ile folders before you start giving them information to put in those folders.

Previews help readers prepare for upcoming information, and reviews help them verify and clarify what they’ve just read.

Review sections come after a body of material and summarize the information just covered. They help readers absorb details while keeping track of the big picture. Long reports and those dealing with complex subjects can often bene�it from multiple review sections, one at the end of every major subject block, as well as a more comprehensive review at the very end of a document.

Previews and reviews can be written in sentence format, in bulleted lists, or using a combination of the two. Both are effective, but bullets can increase your document’s readability by adding white space to the document design. Consider the following preview, shown using both formats:

Sentence Format Bulleted List

The next section discusses the advantages of online advertising. Among them are currency, global reach, affordability, and interactivity.

As the next section shows, online advertising has four advantages:

Currency

Global reach

Affordability

Interactivity

REAL-TIME UPDATES

REAL-TIME UPDATES: LEARN MORE BY READING THIS ARTICLE

The 10 worst mistakes to make in a business plan

Entrepreneur Tim Berry tells you what to watch out for. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

For more on writing effective bullets and lists, see “Using Lists to Clarify and Emphasize” on page 153 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch6lev1sec4#page_153) in Chapter 6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch06#ch06) .

BUILDING STRONG RELATIONSHIPS WITH YOUR AUDIENCE Building relationships with your readers starts with planning how to adapt your style and language to meet their needs and expectations. Bear in mind that some reports—particularly those that can be transmitted online—can take on lives of their own, reaching a wider audience than you ever imagined and being read years after you write them. Consequently, choose your content and language with care. Also, because many companies have speci�ic guidelines for communicating with public audiences, make sure you’re aware of these preferences before you start writing.

Your reports may continue to be read for months or years after you write them—and reach audiences you never envisioned.

As discussed in Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) , establishing your credibility is vital to successful communication. To gain your audience’s trust, research all sides of your topic and document your �indings with credible sources. Also, be aware that setting audience expectations too high can lead to problems with your credibility if you can’t deliver everything people expect you to, so take particular care with the introductory sections of important reports.

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CONTROLLING YOUR STYLE AND TONE If you know your readers reasonably well and your report is likely to meet with their approval, you can adopt a fairly informal tone—provided that doing so is acceptable in the situation and in your company’s culture. To make your tone less formal, refer to readers as you, and refer to yourself as I (or we, if there are multiple report authors).

Adjust the level of formality to match the situation and your audience’s expectations.

A more formal tone is usually appropriate for longer reports, especially those that deal with controversial or complex information. You’ll also want to use a more formal tone when your report will be sent to other parts of the organization or to outsiders, such as customers, suppliers, or members of the community (see Figure 15.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec8#ch15�ig1) ).

If the situation calls for a more formal tone, use the impersonal journalism style, eliminating all references to you and I (including we, us, and our). When you use an impersonal style, you impose a controlled distance between you and your readers. Your tone is not only objective but also businesslike and unemotional. Be careful to avoid jokes, and minimize the use of similes, metaphors, and overly colorful language.

However, when crafting a more formal tone, take care not to go overboard, or you’ll end up sounding stiff or dull. In addition, don’t inadvertently slip into the passive voice. You can avoid this potential weakness by making the report content itself the actor in a sentence. For example, to convert “I think we should buy TramCo” to a more formal tone, you could write “The �inancial analysis clearly shows that buying TramCo is the best alternative.”

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3 LEARNING OBJECTIVE Name �ive characteristics of effective report content, and list the topics commonly covered in the introduction, body, and close of formal reports.

15.2 Drafting Report Content With a clear picture of how you need to adapt to your audience, you’re ready to begin composing your �irst draft. Before you put those �irst words down on paper, though, review your outline one last time. Verify that the organization you’ve chosen makes sense, given everything you’ve learned about your topic so far. Also, review the wording of the headings and subheadings to make sure they establish the right tone. For a hard-hitting, direct tone, use informative phrasing (“Quality Problems Result in Nearly 500 Customer Defections Every Year”). For an objective, indirect tone, use descriptive phrasing (“Effects of Product Quality on Customer Retention”).

Before you start writing, review your outline one more time and verify the wording of your headings and subheadings.

Writing lengthy reports and proposals can be a huge task, so be sure to take advantage of technological tools to help throughout the process. In addition to features such as automatic table of contents and index generators, look for opportunities to use linked and embedded documents to incorporate graphics, spreadsheets, databases, and other elements produced in other software programs. For instance, in Microsoft Of�ice, you can choose to either link to another �ile (which ensures that changes in that �ile are re�lected in your �ile) or embed another �ile (which doesn’t include this automatic updating feature).

Figure 15.1 Achieving the Appropriate Tone for a Report

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This report excerpt (part of the executive summary of the Dietary Guidelines for Americans published by the U.S. Department of Agriculture and the U.S. Department of Health and Human Services) uses a number of techniques to create a formal tone. This is a formal policy document whose intended readers are educators, government regulators, and others charged with using the information to help inform consumers. If the document had been written with consumers in mind, you can imagine how the tone might have been lighter and less formal.

Source: US Department of Agriculture’s DIETARY GUIDELINES FOR AMERICA.

Like other written business communications, reports and proposals have three main sections: an introduction (or opening), a body, and a close. The content and length of each section vary with the type and purpose of the document, the document’s organizational structure, the length and depth of the material, the document’s degree of formality, and your relationship with your audience.

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Redbooth’s �ile and content management features help teams manage collaborative report writing.

At a minimum, an effective introduction accomplishes these four tasks:

The introduction needs to put the report in context for the reader, introduce the subject, preview main ideas, and establish the tone of the document.

It helps the reader understand the context of the report by tying it to a problem or an assignment.

It introduces the subject matter and indicates why it is important.

It previews the main idea (if you’re using the direct approach).

It establishes the tone and the writer’s relationship with the audience.

The body of your report presents, analyzes, and interprets the information you gathered during your investigation.

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The body presents, analyzes, and interprets the information gathered during your investigation and supports your recommendations or conclusions. The length and content of the body can vary widely based on the subject matter.

The close has three important functions:

It summarizes your key points.

Your close is often the last opportunity to get your message across, so make it clear and compelling.

It emphasizes the bene�its to the reader if the document suggests a change or some other course of action.

The close might be the only part of your report some readers have time for, so make sure it conveys the full weight of your message.

It brings all the action items together in one place.

Research shows that the �inal section of a report or proposal leaves a strong lasting impression. The close gives you one last chance to make sure that your report says what you intended.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note2) In fact, readers who are in a hurry might skip the body of the report and read only the summary, so make sure it carries a strong, clear message.

Your credibility and prospects for the future are on the line with every business report you write, so make sure your content is

Accurate. Information presented in a report must be factually correct. When writing reports, be sure to double-check your facts and references in addition to checking for typos. If an audience ever gets the inkling that your information is shaky, they’ll start to view all your work with a skeptical eye.

Effective report content is accurate, complete, balanced, clear, logical, and properly documented.

Complete. To help audiences make informed decisions, include all the information necessary for readers to understand the situation, problem, or proposal. Support all key assertions, using an appropriate combination of illustrations, explanations, and facts.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note3) Tell your readers what they need to know—no more, no less—and present the information in a way that is geared to their needs. Mobile reporting apps can help you integrate text with “live” data that let readers explore if they need additional insights.

Balanced. It’s important to present all sides of the issue fairly and equitably and to include all the essential information, even if some of it doesn’t support your line of reasoning. Omitting relevant information or facts can bias your report.

Clear and logical. Save your readers time by making sure your sentences are uncluttered, contain well-chosen words, and proceed logically.

To help your readers move from one point to the next, make your transitions clear and logical. For a successful report, identify the ideas that belong together and organize them in a way that’s easy to understand.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note4)

Documented properly. If you use primary and secondary sources for your report or proposal, be sure to properly document and give credit to your sources, as Chapter 13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch13#ch13) explains.

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Get practical advice on developing research reports

The Online Writing Lab offers advice on developing all the sections of a typical research report. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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3 LEARNING OBJECTIVE List six strategies to strengthen a proposal argument, and list the topics commonly covered in the introduction, body, and close of proposals.

15.3 Drafting Proposal Content If you’re writing an unsolicited proposal, you have some latitude in the scope and organization of content. However, the scope and organization of a solicited proposal are usually governed by the request for proposals. Most RFPs spell out precisely what you should cover and in what order. This uniformity lets the recipient evaluate competing proposals in a systematic way.

The general purpose of any proposal is to persuade readers to do something, such as purchase goods or services, fund a project, or implement a program. Thus, your writing approach for a proposal is similar to that used for persuasive sales messages (see Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) ). Your proposal must sell your audience on your ideas, product, service, methods, and company. As with any other persuasive message, you can use the AIDA model to gain attention, build interest, create desire, and motivate action (of course, you may need to adapt it if you’re responding to an RFP or working within some other constraints). Here are some additional strategies to strengthen your persuasive argument:5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note5)

The AIDA model (which prescribes writing to gain readers’ attention, build interest, create desire, and ask for action) you learned in Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) works well for proposals, although you may need to adapt it if you’re responding to an RFP.

Demonstrate your knowledge. Everything you write should show the reader that you have the knowledge and experience to solve the problem or address the opportunity outlined in your proposal.

Business proposals need to provide more than just attractive ideas—readers look for evidence of practical, achievable solutions.

Provide concrete information and examples. Avoid vague, unsupported generalizations such as “We are losing money on this program.” Instead, provide quanti�iable details such as the amount of money being lost, how, why, and so on. Explain how much money your proposed solution will save. Spell out your plan and give details on how the job will be done.

Research the competition. Find out what alternatives your audience might choose over your proposal so that you can emphasize why your solution is the optimum choice. In some cases, potential customers face a “buy or build” decision, in which they must choose between buying a solution from an external party and building it themselves. In these cases, you are effectively competing against your target customers.

Prove that your proposal is workable. Your proposal must be appropriate and feasible for your audience. It should be consistent with your audience’s capabilities. For instance, your proposal would be pointless if it recommended a plan of action that requires three times the number of available employees or twice the available budget.

Adopt the “you” attitude. Relate your product, service, or personnel to the reader’s exact needs, either as stated in the RFP for a solicited proposal or as discovered through your own investigation for an unsolicited proposal.

Package your proposal attractively. Make sure your proposal is letter perfect, inviting, and readable. Readers will prejudge the quality of your products or services by the proposal you submit. Errors, omissions, and inconsistencies will work against you—and may even cost you important career and business opportunities.

Proposals in various industries often have their own special challenges as well. For instance, management consultants have to convince every potential client that they have the skills and knowledge to solve the client’s problem—without giving away the answer for free in the proposal. In other industries, such as transportation services, bidders may be asked to compute hundreds or thousands of individual pricing scenarios. Hands-on experience goes a long way when you’re deciding what to include and exclude in a report; whenever possible, get advice from a senior colleague who’s been through it before.

Consider using proposal-writing software if you and your company need to submit proposals as a routine part of doing business. These programs can automatically personalize proposals, ensure proper structure (making sure you don’t forget any sections, for instance), organize storage of all your boilerplate text, integrate contact information from sales databases, scan RFPs to identify questions (and even assign them to content experts), and �ill in preliminary answers to common questions from a centralized knowledge base.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note6)

As with reports, approach proposals by identifying the pieces to include in the introduction, body, and close. For solicited proposals, always follow the instructions in the RFP, but here are some guidelines for unsolicited proposals. The introduction presents and summarizes the problem you want to solve or the opportunity you want to pursue, along with your proposed solution. The introduction orients readers to the remainder of the report. If your proposal is solicited, its introduction should refer to the RFP so that readers know which RFP you’re responding to. If your proposal is unsolicited, your introduction should mention any factors that led you to submit your proposal, such as prior conversations with members of the recipient organization’s staff.

The proposal’s body gives complete details on the proposed solution and speci�ies what the anticipated results will be. Because a proposal is by de�inition a persuasive message, your audience expects you to promote your offering in a con�ident, professional manner. Even when you’re expressing an idea you believe in passionately, be sure to maintain an objective tone so that you don’t risk overselling your message.

Readers understand that a proposal is a persuasive message, so they’re willing to accommodate a promotional style—as long as it is professional and focused on their needs.

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The close of a proposal generally summarizes the key points, emphasizes the bene�its readers will realize from your solution, summarizes the merits of your approach, restates why you and your �irm are the ones to perform the service or provide the products in question, and asks for a decision from readers. The close is your last opportunity to persuade readers to accept your proposal. In both formal and informal proposals, make this section relatively brief, assertive (but not brash or abrupt), and con�ident.

See Table 15.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec9#ch15tab1) for a summary of the content to include in reports and proposals. You can use this table as a handy reference whenever you need to write a report in school or on the job.

TABLE 15.1 Content Elements to Consider for Reports and Proposals

Reports Proposals

Introduction: Establish the context, identify the subject, preview main ideas (if using the direct approach), and establish tone and reader relationship.

Authorization. Reiterate who authorized the report, if applicable.

Problem/purpose. Explain the reason for the report’s existence and what the report will achieve.

Scope. Describe what will and won’t be covered in the report.

Background. Review historical conditions or factors that led up to the report.

Sources and methods. Discuss the primary and secondary sources consulted and methods used.

De�initions. List terms and their de�initions, including any terms that might be misinterpreted. Terms may also be de�ined in the body, explanatory notes, or glossary.

Limitations. Discuss factors beyond your control that affect report quality (but do not use this as an excuse for poor research or a poorly written report).

Report organization. Identify the topics to be covered and in what order.

Introduction: Identify the problem you intend to solve or the opportunity you want to pursue.

Background or statement of the problem. Brie�ly review the situation at hand, establish a need for action, and explain how things could be better. In unsolicited proposals, convince readers that a problem or an opportunity exists.

Solution. Brie�ly describe the change you propose, highlighting your key selling points and their bene�its to show how your proposal will solve the reader’s problem.

Scope. State the boundaries of the proposal—what you will and will not do.

Report organization. Orient the reader to the remainder of the proposal and call attention to the major divisions of thought.

Body: Present relevant information and support your recommendations or conclusions.

Explanations. Give complete details of the problem, project, or idea.

Facts, statistical evidence, and trends. Lay out the results of studies or investigations.

Analysis of action. Discuss potential courses of action.

Pros and cons. Explain advantages, disadvantages, costs, and bene�its of a particular course of action.

Procedures. Outline steps for a process.

Methods and approaches. Discuss how you’ve studied a problem (or gathered evidence) and arrived at your solution (or collected your data).

Criteria. Describe the benchmarks for evaluating options and alternatives.

Conclusions and recommendations. Discuss what you believe the evidence reveals and what you propose should be done about it.

Support. Give the reasons behind your conclusions or recommendations.

Body: Give complete details on the proposed solution and describe anticipated results.

Facts and evidence to support your conclusions. Give complete details of the proposed solution and anticipated results.

Proposed approach. Describe your concept, product, or service. Stress reader bene�its and emphasize any advantages you have over your competitors.

Work plan. Describe how you’ll accomplish what must be done (unless you’re providing a standard, off-the-shelf item). Explain the steps you’ll take, their timing, the methods or resources you’ll use, and the person(s) responsible. State when work will begin, how it will be divided into stages, when you’ll �inish, and whether follow-up will be needed.

Statement of quali�ications. Describe your organization’s experience, personnel, and facilities—relating it all to readers’ needs. Include a list of client references.

Costs. Prove that your costs are realistic—break them down so that readers can see the costs of labor, materials, transportation, travel, training, and other categories.

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Reports Proposals

Close: Summarize key points, emphasize bene�its of any recommendations, list action items; label as “Summary” or “Conclusions and Recommendations.”

For direct approach. Summarize key points (except in short reports), listing them in the order in which they appear in the body. Brie�ly restate your conclusions or recommendations, if appropriate.

For indirect approach. If you haven’t done so at the end of the body, present your conclusions or recommendations.

For motivating action. Spell out exactly what should happen next and provide a schedule with speci�ic task assignments.

Close: Summarize key points, emphasize the bene�its and advantages of your proposed solution, ask for a decision from the reader.

Review of argument. Brie�ly summarize the key points.

Review of reader bene�its. Brie�ly summarize how your proposal will help the reader.

Review of the merits of your approach. Brie�ly summarize why your approach will be more effective than alternatives.

Restatement of quali�ications. For external proposals, brie�ly reemphasize why you and your �irm should do the work.

Request. Ask for a decision from the reader.

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4 LEARNING OBJECTIVE Summarize the four tasks involved in completing business reports and proposals.

15.4 Completing Reports and Proposals As with shorter messages (Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) ), when you have �inished your �irst draft, you need to perform four tasks to complete your document: revise, produce, proofread, and distribute. The revision process is essentially the same for reports as for other business messages, although it may take considerably longer, depending on the length and complexity of your documents. Evaluate your organization, style, and tone, making sure your content is clear, logical, and reader oriented. Then work to improve the report’s readability by varying sentence length, keeping paragraphs short, using lists and bullets, and adding headings and subheadings. Remember that even minor mistakes can affect your credibility.

The revision process for long reports can take considerable time, so be sure to plan ahead.

Tight, ef�icient writing that is easy to skim is always a plus, but it’s especially important for impatient online audiences.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note7) Review online content carefully; strip out all information that doesn’t meet audience needs and condense everything else as much as possible. Audiences will gladly return to sites that deliver quality information quickly—and they’ll avoid sites that don’t.

MOBILE APPS

For report writing on the go, LogMeIn lets you access your computer’s programs and �iles from your mobile device.

After assembling your report or proposal in its �inal form, review it thoroughly one last time, looking for inconsistencies, errors, and missing components. Don’t forget to proof your visuals thoroughly and make sure they are positioned correctly. For online reports, make sure all links work as expected and all necessary �iles are active and available. If you need speci�ic tips on proofreading documents, look back at Chapter 5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch05#ch05) .

Tight, ef�icient writing is especially important with online content.

PRODUCING FORMAL REPORTS AND PROPOSALS Formal reports and proposals can include a variety of features beyond the text and visuals (see 15.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec12#ch15tab2) ). Most of these elements provide additional information; a few are more decorative and add a degree of formality.

The number and variety of parts you include in a report depend on the type of report, audience requirements, organizational expectations, and report length.

A synopsis is a brief overview of a report’s key points; an executive summary is a fully developed “mini” version of the report.

One of the most important elements to consider is an introductory feature that helps time-pressed readers get a sense of what’s in the document or even get all the key points without reading the document. A synopsis (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term8) — sometimes called an abstract (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term1) —is a brief overview (one page or less) of a report’s most important points. The phrasing of a synopsis can be informative (presenting the main points in the order in which they appear in the text) if you’re using the direct approach or descriptive (simply describing what the report is about, without “giving away the ending”) if you’re using the indirect approach. As an alternative to a synopsis or an abstract, a longer report may include an executive summary (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term4) —a fully developed “mini” version of the report, for readers who lack the time or motivation to read the entire document.

TABLE 15.2 Production Elements to Consider for Formal Reports and Proposals

Reports Proposals

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Reports Proposals

Prefatory elements (before the introduction)

Cover. Include a concise title that gives readers the information they need to grasp the purpose and scope of the report. For a formal printed report, choose heavy, high-quality cover stock.

Title �ly (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term9) . Some formal reports open with a plain sheet of paper that has only the title of the report on it, although this is certainly not necessary.

Title page (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term10) . Typically includes the report title, name(s) and title(s) of the writer(s), and date of submission; this information can be put on the cover instead.

Letter of authorization (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term6) . If you received written authorization to prepare the report, you may want to include that letter or memo in your report.

Letter of transmittal (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term7) . “Cover letter” that introduces the report and can include scope, methods, limitations, highlights of the report; offers to provide follow-on information or assistance; and acknowledges help received while preparing the report.

Table of contents. List all section headings and major subheadings to show the location and hierarchy of the information in the report.

List of illustrations. Consider including if the illustrations are particularly important, and you want to call attention to them.

Synopsis or executive summary. See discussion above.

Prefatory elements (before the introduction)

Cover, title �ly, title page. Same uses as with report instructions in the RFP, if relevant.

Copy of or reference to the RFP. Instead of having authorization, a solicited proposal should follow the RFP. Some will instruct you to include the entire RFP others may want you to simply identify it by a name

Synopsis or executive summary. These componen formal proposals than in reports. In an unsolicited p transmittal will catch the reader’s interest. In a solic introduction will provide an adequate preview of th

Letter of transmittal. If the proposal is solicited, tr letter as a positive message, highlighting those aspe that may give you a competitive advantage. If the pr the transmittal letter should follow the advice for pe Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.1 )—the letter must persuade the reader that you hav worthwhile to offer that justi�ies reading the propos

Supplementary elements (after the close)

Appendixes (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term2) . Additional information related to the report but not included in the main text because it is too lengthy or lacks direct relevance. List appendixes in your table of contents and refer to them as appropriate in the text.

Bibliography (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term3) . List the secondary sources you consulted; see Appendix B (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/bm02#bm02) .

Index (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15term5) . List names, places, and subjects mentioned in the report, along with the pages on which they occur.

Supplementary elements (after the close)

Appendixes. Same uses as with reports; be sure to in the RFP, if relevant.

Résumés of key players. For external proposals, ré readers that you have the talent to achieve the prop

Figure 15.2 External Solicited Proposal

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This proposal was submitted by Dixon O’Donnell, vice president of O’Donnell & Associates, a geotechnical engineering �irm that conducts a variety of environmental testing services. The company is bidding on the mass grading and utility work speci�ied by AGI Builders. As you review this document, pay close attention to the speci�ic items addressed in the proposal’s introduction, body, and closing.

Following the body of the report, possible supplemental parts (those coming after the main text of the report or proposal) include one or more appendixes, a bibliography, and an index. In general, place supporting materials here that could be of interest to some or all of your readers but that aren’t crucial to the main thrust of your message.

For an illustration of how the various parts �it together in a report, see “Report Writer’s Notebook: Analyzing a Formal Report,” starting on page 406 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec15#page_406) .

In contrast to formal reports, synopses and executive summaries are less common in proposals. In an unsolicited proposal, the letter of transmittal should catch the reader’s interest. In a solicited proposal, the introduction provides an adequate preview of the contents. Moreover, proposals often take the indirect approach, which means they build up to the call to action at the end of the report, and summarizing this information at the beginning could undermine the carefully structured persuasive build-up (see Figure 15.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec12#ch15�ig2) ).

DISTRIBUTING REPORTS AND PROPOSALS For physical distribution of important printed reports or proposals, consider spending the extra money for a professional courier or package delivery service. Doing so can help you stand out in a crowd, and it lets you verify receipt. Alternatively, if you’ve prepared the document for a single person or small group in your of�ice or the local area, delivering it in person will give you the chance to personally “introduce” the report and remind readers why they’re receiving it.

MOBILE APPS

Dropbox lets you store �iles in the cloud and access or share them from PCs and mobile devices.

For digital distribution, unless your audience speci�ically requests a word processor �ile, provide documents as portable document format (PDF) �iles. Using Adobe Acrobat or similar products, you can quickly convert reports and proposals to PDF �iles that are easy to share digitally. PDFs are generally considered safer than word processor �iles, but keep in mind that they can also be used to transmit computer viruses.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note8)

Many businesses use the Adobe portable document format (PDF) to distribute reports electronically.

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If your company or client expects you to distribute your reports via a web-based content management system, a shared workspace, or some other online location, double-check that you’ve uploaded the correct �ile(s) to the correct location. Verify the on-screen display of your reports after you’ve posted them, making sure graphics, charts, links, and other elements are in place and operational.

For a reminder of the tasks involved in producing formal reports and proposals, see “Checklist: Producing Formal Reports and Proposals.”

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5 LEARNING OBJECTIVE Identify the elements to include in a request for proposal (RFP).

15.5 Writing Requests for Proposals

When writing an RFP, be sure to give potential respondents all the information they need in order to craft a meaningful response to your request.

At some point in your career, you might be the one receiving proposals, and learning how to request effective proposals will simplify the process considerably. Various organizations handle RFPs in different ways. When writing an RFP, remember that it is more than just a request; it’s an informational report that provides potential bidders with the information they need to craft effective proposals. Writing an RFP demands careful consideration because it starts a process that leads to a proposal, a contract, and eventually the delivery of a product or the performance of a service. In other words, mistakes at the RFP stage can ripple throughout the process and create costly headaches for everyone involved.

An RFP’s speci�ic content will vary widely from industry to industry, but all RFPs should include some combination of the following elements:9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note9)

Company background. Give potential bidders some background information on your organization, your business priorities, and other information they might need in order to respond in an informed manner.

Project description. Put your requirements in context; are you seeking bids for routine supplies or services, or do you need a major computer system?

Requirements. The requirements section should spell out everything you expect from potential vendors; don’t leave anything to unstated assumptions. Will potential vendors provide key equipment, or will you? Will you expect vendors to work under con�identiality restrictions, such as a nondisclosure agreement? Who will pay if costs run higher than expected? Will you require ongoing service or support? Providing this information can be a lot of work, but again, overlooking anything at this point is likely to create considerable problems once the project gets rolling.

CHECKLIST ✓ Producing Formal Reports and Proposals A. Prefatory parts

Use your company’s standard report covers, if available.

Include a concise, descriptive title on the cover.

Include a title �ly only if you want an extra-formal touch.

On the title page, list (1) report title; (2) name, title, and address of the group or person who authorized the report; (3) name, title, and address of the group or person who prepared the report; and (4) date of submission.

Include a copy of the letter of authorization, if appropriate.

If responding to an RFP, follow its instructions for including a copy or referring to the RFP by name or tracking number.

Include a letter of transmittal that introduces the report.

Provide a table of contents in outline form, with headings worded exactly as they appear in the body of the report.

Include a list of illustrations if the report contains a large number of them.

Include a synopsis (brief summary of the report) or an executive summary (a condensed, “mini” version of the report) for longer reports.

B. Text of the report

Draft an introduction that prepares the reader for the content that follows.

Provide information that supports your conclusions, recommendations, or proposals in the body of the report.

Don’t overload the body with unnecessary detail.

Close with a summary of your main idea.

C. Supplementary parts

Use appendixes to provide supplementary information or supporting evidence.

List in a bibliography any secondary sources you used.

Provide an index if your report contains a large number of terms or ideas and is likely to be consulted over time.

Decision criteria. Let bidders know how you’ll be making the decision. Is quality more important than cost? Will you consider only certain types of vendors or only those that use certain processes or technologies? Will you entertain bids from companies that have never worked in your particular industry? The answers to such questions not only help bidders determine whether they’re right for your project but also help them craft proposals that meet your needs.

Proposal requirements. Explain exactly what you expect to see in the proposal itself—which sections, what media, how many copies, and so on.

Submission and contact information. A well-written RFP answers most potential questions, and it also tells people when, where, and how to respond. In addition, effective RFPs always give bidders the name of a contact within the organization who can answer detailed questions.

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A smart approach to managing RFPs can minimize the work involved for everyone and maximize the effectiveness of the RFP. First, identify your decision criteria and then brainstorm the information you need to measure against those criteria. Don’t ask bidders to submit information about every aspect of their operations if such details aren’t relevant to your decision. Making such unreasonable demands is unfair to bidders, will unnecessarily complicate your review process, and will discourage some potentially attractive bidders from responding.

Second, to get quality responses that match your unique business needs, give bidders plenty of time to respond. Successful companies are usually busy responding to other RFPs and working on other projects; you can’t expect them to drop everything to focus solely on your RFP.

Third, if your company generates numerous RFPs, tracking proposals can become a full-time job. Consider establishing an online system for tracking responses automatically.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#ch15note10)

REPORT WRITER’S NOTEBOOK

Analyzing a Formal Report

The report presented in the following pages was prepared by Linda Moreno, manager of the cost accounting department at Electrovision, a high-tech company based in Los Gatos, California. Electrovision’s main product is optical character recognition equipment, which is used by the U.S. Postal Service for sorting mail. Moreno’s job is to help analyze the company’s costs. She has this to say about the background of the report:

For the past three or four years, Electrovision has been on a roll. Our A-12 optical character reader was a real breakthrough, and the post of�ice grabbed up as many as we could make. Our sales and pro�its kept climbing, and morale was fantastic. Everybody seemed to think that the good times would last forever. Unfortunately, everybody was wrong. When the Postal Service announced that it was postponing all new equipment purchases because of cuts in its budget, we woke up to the fact that we are essentially a one- product company with one customer. At that point, management started scrambling around looking for ways to cut costs until we could diversify our business a bit.

The vice president of operations, Dennis McWilliams, asked me to help identify cost-cutting opportunities in travel and entertainment. On the basis of his personal observations, he felt that Electrovision was overly generous in its travel policies and that we might be able to save a signi�icant amount by controlling these costs more carefully. My investigation con�irmed his suspicion. I was reasonably con�ident that my report would be well received. I’ve worked with Dennis for several

years and know what he likes: plenty of facts, clearly stated conclusions, and speci�ic recommendations for what should be done next. I also knew that my report would be passed on to other Electrovision executives, so I wanted to create a good impression. I wanted the report to be accurate and thorough, visually appealing, readable, and appropriate in tone.

When writing the analytical report that follows, Moreno based the organization on conclusions and recommendations presented in direct order. The �irst two sections of the report correspond to Moreno’s two main conclusions: that Electrovision’s travel and entertainment costs are too high and that cuts are essential. The third section presents recommendations for achieving better control over travel and entertainment expenses. As you review the report, analyze both the mechanical aspects and the way Moreno presents her ideas. Be prepared to discuss the way the various components convey and reinforce the main message.

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COMMUNICATION CHALLENGES AT Garage Technology Ventures You recently joined Guy Kawasaki and the rest of the team at Garage Technology Ventures in Palo Alto. Among your responsibilities is screening executive summaries of business plans submitted by start-up companies seeking �inancing. Review the criteria discussed in the chapter-opening Communication Close- Up on page 391 (ch15.xhtml#page_391) to address the following challenges.

INDIVIDUAL CHALLENGE:You’ve just received an intriguing executive summary from a start-up company whose technology reduces the cost of providing Internet service by nearly 30 percent, an amount that would spark interest from just about every Internet service provider in the world. The �inancial projections in the executive summary are realistic—and quite positive. Even if this investment panned out only half as well as the numbers suggest, it would bring in a sizable amount of cash when the company eventually goes public. The technological solution is sound, too; you used to work as a network engineer, and these people know what they’re doing. There is just one problem: the submission is entirely anonymous. The document describes, in vague terms, four experienced technical and business specialists but doesn’t give their names or their speci�ic work experiences. A note attached to the plan apologizes for the

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secrecy but says the four principals in the new �irm can’t reveal themselves until they get �inancing and can therefore leave their current jobs. Do you reject the submission or pass it on to Kawasaki and the other managing directors for their consideration? Explain your answer.

TEAM CHALLENGE:Review these “grabs” presented in three executive summaries. Discuss their strengths and weaknesses and decide which one of the three you would forward to Kawasaki and the other directors.

Company A: Pardon our bullish tone, but this is the best investment opportunity you are likely to see this year. As one of our board members recently said, we are already on track to out-Apple Apple and out-Google Google.

Company B: Cooling the huge data centers that power the Internet costs millions of dollars and consumes massive amounts of energy. Our low- temperature server technology pays for itself in less than a year by reducing energy bills and extending the life of data center hardware.

Company C: Our travel-search website has already proven so popular that last month we had 140,000 site visitors. By the way, we have interest from three other investment �irms, so our advice would be to jump on this opportunity!

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Quick Learning Guide

KEY TERMS abstract Name usually given to a synopsis that accompanies long technical, professional, or academic reports appendix Supplementary section that contains materials related to the report but not included in the text because they are too long or perhaps not relevant to

everyone in the audience bibliography A list of the secondary sources consulted in the preparation of a report executive summary A complete but summarized version of the report; may contain headings, well-developed transitions, and even visual elements index An alphabetical list of names and subjects mentioned in a report, along with the pages on which they occur letter of authorization Written authorization to prepare a report letter of transmittal A specialized form of cover letter that introduces a report to the audience synopsis A brief overview (one page or less) of a report’s most important points, designed to give readers a quick preview of the contents title �ly A single sheet of paper with only the title of the report on it title page Page that includes the report title; the name, title, and address of the person or organization that authorized the report (if anyone); the name, title,

and address of the person or organization that prepared the report; and the date on which the report was submitted

SUMMARY OF LEARNING OBJECTIVES 1 Explain how to adapt to your audiences when writing reports and proposals. Adapt to your audience by demonstrating sensitivity to their needs (adopting the “you” attitude, maintaining a strong sense of etiquette, emphasizing the positive, and using bias-free language); building a strong relationship with your audience (making sure your writing re�lects the desired image of your organization and building your credibility); and controlling your style and tone to achieve the appropriate degree of formality, given the nature of the material and your relationship with the audience.

Effective reports help readers navigate the document by using three elements: (1) headings (and links for online reports), which set off important ideas and provide the reader with clues as to the report’s framework and shifts in discussion; (2) transitions, which tie together ideas and keep readers moving along; and (3) previews and reviews, which prepare readers for new information and summarize previously discussed information.

2 Name �ive characteristics of effective report content, and list the topics commonly covered in the introduction, body, and close of formal reports. Effective report content is accurate if it is factually correct and error free. It is complete if it includes all necessary information and supports all key assertions. It is balanced if it presents all sides of an argument. It is clear and logical if it is well written and organized logically. It is properly documented if credit is given to all primary and secondary sources of information used.

The introduction highlights the person(s) who authorized the report, the purpose and scope of a report, necessary background material, the sources or methods used to gather information, important de�initions, any limitations, and the order in which the various topics are covered. The body can discuss such details as problems, opportunities, facts, evidence, trends, results of studies or investigations, analysis of potential courses of action and their advantages and disadvantages, process procedures and steps, methods and approaches, evaluation criteria for options, conclusions, recommendations, and supporting reasons. The close summarizes key points, restates conclusions and recommendations, if appropriate, and lists action items.

3 List six strategies to strengthen a proposal argument, and list the topics commonly covered in the introduction, body, and close of formal reports. To strengthen your argument, you should demonstrate your knowledge, provide concrete examples, research the competition, prove that your proposal is workable, adopt a “you” attitude, and make your proposal attractive and error free.

The most common elements in the introduction of a proposal are background information or a statement of the problem or opportunity, an overview of the proposed solution, a delineation of the scope of the proposal, and a description of how the proposal is organized. The body can contain a full description of the proposed solution, a work plan with schedules and other key implementation information, a statement of the �irm’s quali�ications, and breakdown of project costs. The close usually contains a summary of key points, a brief reminder of the bene�its readers will realize from the solution and the merits of proposed approach, a quick summary of quali�ications, and a call to action in terms of a request for a decision.

4 Summarize the four tasks involved in completing business reports and proposals. The four completion tasks of revising, producing, proofreading, and distributing all need to be accomplished with care, given the size and complexity of many reports. The production stage for a formal report or proposal can involve creating a number of elements not found in most other business documents. Possible prefatory parts (those coming before the main text of the report or proposal) include a cover, a title �ly, a title page, a letter of authorization, a letter of transmittal, a table of contents, a list of illustrations, and a synopsis (a brief overview of the report) or an executive summary (a miniature version of the report). Possible supplemental parts (those coming after the main text of the report or proposal) include one or more appendixes, a bibliography, and an index.

5 Identify the elements to include in a request for proposals (RFP). The content of RFPs varies widely from industry to industry and project to project, but most include background on the company, a description of the project, solution requirements, the criteria that will be used to make selection decisions, expectations for submitted proposals, and any relevant submission and contact information.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge

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To review chapter content related to each question, refer to the indicated Learning Objective.

15-1. What writing choices can you make to adjust the formality of your reports? [LO-1]

15-2. What navigational elements can you use to help readers follow the structure and �low of information in a long report? [LO-1]

15-3. What are three supplementary parts often included in formal reports? [LO-2]

15-4. Why must the introduction of an unsolicited proposal include a statement of the problem or opportunity that the proposal addresses? [LO-3]

15-5. Why is the work plan a key component of a proposal? [LO-3]

15-6. How should you refer to the RFP in a solicited proposal? [LO-3]

15-7. What is the equivalent of a letter of authorization for a proposal? [LO-4]

15-8. How does a synopsis differ from an executive summary? [LO-4]

15-9. Why does writing an RFP require such careful thought? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

15-10. How would you report on a con�idential survey in which employees rated their managers’ capabilities? Both employees and managers expect to see the results. Would you give the same report to employees and managers? What components would you include or exclude for each audience? Explain your choices. [LO-1]

15-11. What are the risks of not explaining the purpose of a proposal within the introduction? [LO-3]

15-12. If a company receives a solicited formal proposal outlining the solution to a particular problem, is it ethical for the company to adopt the proposal’s recommendations without hiring the �irm that submitted the proposal? Why or why not? [LO-3]

15-13. Is an executive summary a persuasive message? Explain your answer. [LO-4]

Practice Your Skills 15-14. Message 15.A: Executive Summaries [LO-2] To access this document for his exercise, go to http://real-timeupdates.com/bct13 (http://real-

timeupdates.com/bct13) , click on Student Assignments, and select Chapter 15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15#ch15) , Message 15.A. Download this PDF �ile, which is the executive summary of Dietary Guidelines for Americans, a publication from the U.S. Center for Nutrition Policy and Promotion. Using the information in this chapter, analyze the executive summary and offer speci�ic suggestions for revising it.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

15-15. Message Strategies: Informational Reports [LO-1] You and a classmate are helping Linda Moreno prepare her report on Electrovision’s travel and entertainment costs (see the Report Writer’s Notebook on pages 406 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec15#page_406) –420 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec15#page_420) ). This time, however, the report is to be informational rather than analytical, so it will not include recommendations. Review the existing report and determine what changes would be needed to make it an informational report. Be as speci�ic as possible. For example, if your team decides the report needs a new title, what title would you use? Draft a transmittal memo for Moreno to use in conveying this informational report to Dennis McWilliams, Electrovision’s vice president of operations.

15-16. Message Strategies: Informational Reports [LO-1] Review a long business article in a journal or newspaper. Highlight examples of how the article uses headings, transitions, previews, and reviews to help the readers �ind their way.

15-17. Message Strategies: Analytical Reports; Communication Ethics: Resolving Ethical Dilemmas [LO-1], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) Your boss has asked you to prepare a feasibility report to determine whether the company should advertise its custom-crafted cabinetry in the weekly neighborhood newspaper. Based on your primary research, you think it should. As you draft the introduction to your report, however, you discover that the survey administered to the neighborhood newspaper subscribers was �lawed. Several of the questions were poorly written and misleading. You used the survey results, among other �indings, to justify your recommendation. The report is due in three days. What actions might you want to take, if any, before you complete your report?

15-18. Completing: Producing Formal Reports [LO-4] You are president of the Friends of the Library, a not-for-pro�it group that raises funds and provides volunteers to support your local library. Every February, you send a report of the previous year’s activities and accomplishments to the County Arts Council, which provides an annual grant of $1,000 toward your group’s summer reading festival. Now it’s February 6, and you’ve completed your formal report. Here are the highlights:

Back-to-school book sale raised $2,000.

Holiday craft fair raised $1,100.

Promotion and prizes for summer reading festival cost $1,450.

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Materials for children’s program featuring local author cost $125.

New reference databases for library’s career center cost $850.

Bookmarks promoting library’s website cost $200.

Write a letter of transmittal to Erica Maki, the council’s director. Because she is expecting this report, you can use the direct approach. Be sure to express gratitude for the council’s ongoing �inancial support.

15-19. Distributing Reports; Communication Ethics: Resolving Ethical Dilemmas [LO-4], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) You submitted what you thought was a masterful report to your boss more than three weeks ago. The report analyzes current department productivity and recommends several steps you think will improve employee output without increasing individual workloads. Brilliant, you thought. But you haven’t heard a word from your boss. Did you overstep your boundaries by making recommendations that might imply that she has not been doing a good job? Did you overwhelm her with your ideas? You’d like some feedback. In your last email to her, you asked if she had read your report. So far you’ve received no reply.

Then yesterday, you overheard the company vice president talk about some productivity changes in your department—the same changes you recommended in your report. Now you’re worried that your boss submitted your report to senior management and will take full credit for your terri�ic ideas. What, if anything, should you do? Should you confront your boss about this? Should you ask to meet with the company vice president? Discuss this situation with your teammates and develop a solution to this sticky situation. Present your solution to the class, explaining the rationale behind your decision.

15-20. Revising for Clarity and Conciseness [LO-4] The following sentence appears in your �irst draft of a report that analyzes perceived shortcomings in your company’s employee health bene�its:

Among the many criticisms and concerns expressed by the workforce, at least among the 376 who responded to our online survey (out of 655 active employees), the issues of elder care, health insurance during retirement, and the increased amount that employees are being forced to pay every month as the company’s contribution to health insurance coverage has declined over the past two years were identi�ied as the most important.

Revise this 69-word sentence to make it shorter, more direct, and more powerful.

15-21. Producing Formal Reports [LO-4] Government reports vary in purpose and structure. Read through “Helping Your Child Become a Reader,” available at the U.S. Department of Education’s website. What is the purpose of this document? Does the title communicate this purpose? What type of report is this, and what is the report’s structure? Which prefatory and supplementary parts are included? Now analyze the visuals. What types of visuals are included in this report? Are they all necessary? Are the titles and legends suf�iciently informative? How does this report take advantage of the online medium to enhance readability?

Expand Your Skills Critique the Professionals

Download the latest issue of the International Trade Update from the U.S. International Trade Administration’s website. What techniques does the report use to help readers �ind their way through the document or direct readers to other sources of information? What techniques are used to highlight key points in the document? Are these techniques effective? Using whatever medium your instructor requests, write a brief summary of your analysis.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on creating effective business reports. Write a brief email message to your instructor or a post for your class blog, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

Short Reports 15-22. Message Strategies: Informational Reports [LO-1] Concern is growing in many youth sports about the negative consequences of existing approaches to player development and competition. The long-term athlete development (LTAD) approach aims to instill methods and mindsets that will make athlete development more successful in the long run while making sports more enjoyable for kids. The American Development Model (ADM) used by USA Hockey is one example of the LTAD approach in a speci�ic sport.

Your task: Visit USA Hockey’s website and read more about the ADM model. Write a brief informational report (one to two pages) on the ADM concept, including the rationale behind it and the bene�its it offers youth athletes.

15-23. Message Strategies: Informational Reports [LO-1] Anyone contemplating stock market investing is likely to shudder at least a little bit at the market’s penchant for taking a tumble now and again.

Your task: Write a brief informational report that contains a chart of one of the major stock market indices (such as the Dow Jones Industrial Average or the S&P 500) over the past 20 years. Pick out four signi�icant drops in the index during this time period, and investigate economic or political events that occurred immediately before or during these declines. Brie�ly describe the events and their likely effect on the stock market.

15-24. Message Strategies: Informational Reports [LO-1] [LO-2] As you may know, the procedural requirements involved in getting a degree or certi�icate can be nearly as challenging as any course you could take.

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Your task: Prepare an interim progress report that details the steps you’ve taken toward completing your graduation or certi�ication requirements. After examining the requirements listed in your college catalog, indicate a realistic schedule for completing those that remain. In addition to course requirements, include steps such as completing the residency requirement, �iling necessary papers, and paying necessary fees. Use a memo format for your report and address it to anyone who is helping or encouraging you through school.

15-25. Message Strategies: Informational Reports [LO-1] [LO-2] Success in any endeavor doesn’t happen all at once. For example, success in college is built one quarter or semester at a time, and the way to succeed in the long term is to make sure you succeed in the short term. After all, even a single quarter or semester of college involves a signi�icant investment of time, money, and energy.

Your task: Imagine you work for a company that has agreed to send you to college full-time, paying all your educational expenses. You are given complete freedom in choosing your courses, as long as you graduate by an agreed-upon date. All your employer asks in return is that you develop your business skills and insights as much as possible so that you can make a signi�icant contribution to the company when you return to full-time work after graduation. To make sure that you are using your time—and your company’s money—wisely, the company requires a brief personal activity report at the end of every quarter or semester (whichever your school uses). Write a brief informational report that you can email to your instructor, summarizing how you spent your quarter or semester. Itemize the classes you took, how much time you spent studying and working on class projects, whether you got involved in campus activities and organizations that help you develop leadership or communication skills, and what you learned that you can apply in a business career. (For the purposes of this assignment, your time estimates don’t have to be precise.)

15-26. Message Strategies: Informational Reports [LO-1] [LO-4] You’ve been in your new job as human resources director for only a week, and already you have a major personnel crisis on your hands. Some employees in the marketing department got their hands on a con�idential salary report and learned that, on average, marketing employees earn less than engineering employees. In addition, several top performers in the engineering group make signi�icantly more than anybody in marketing. The report was instantly passed around the company by email, and now everyone is discussing the situation. You’ll deal with the data security issue later; for now, you need to address the dissatisfaction in the marketing group.

Case Table 15.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec9#ch15tab1) lists the salary and employment data you were able to pull from the employee database. You also had the opportunity to interview the engineering and marketing directors to get their opinions on the pay situation; their answers are listed in Case Table 15.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec12#ch15tab2) .

Your task: The CEO has asked for a short report, summarizing whatever data and information you have on engineering and marketing salaries. Feel free to offer your own interpretation of the situation as well (make up any information you need), but keep in mind that because you are a new manager with almost no experience in the company, your opinion might not have a lot of in�luence.

15-27. Message Strategies: Analytical Reports [LO-1] [LO-2] Your company develops a mobile phone app that helps people get detailed technical information about products while they are shopping. The original plan was to incorporate Quick Response (QR) codes into the app, so that people could scan QR stickers placed on product displays in retail stores. After decoding the QR code, the app would then pull up information about the product on display. However, you’ve recently learned about near-�ield communication (NFC), a short-range radio technology that might able to accomplish the same thing in a way that is simpler for consumers to use.

CASE TABLE 15.1 Selected Employment Data for Engineers and Marketing Staff

Employment Statistic Engineering Department Marketing Department

Average number of years of work experience 18.2 16.3

Average number of years of experience in current profession 17.8 8.6

Average number of years with company 12.4 7.9

Average number of years of college education 6.9 4.8

Average number of years between promotions 6.7 4.3

Salary range $58–165k $45–85k

Median salary $77k $62k

CASE TABLE 15.2 Summary Statements from Department Director Interviews

QUESTION Engineering Director Marketing Director

1. Should engineering and marketing professionals receive roughly similar pay?

In general, yes, but we need to make allowances for the special nature of the engineering profession. In some cases, it’s entirely appropriate for an engineer to earn more than a marketing person.

Yes.

2. Why or why not?

Several reasons: (1) Top engineers are extremely hard to �ind, and we need to offer competitive salaries; (2) the structure of the engineering department doesn’t provide as many promotional opportunities, so we can’t use promotions as a motivator the way marketing can; (3) many of our engineers have advanced degrees, and nearly all pursue continuous education to stay on top of the technology.

Without marketing, the products the engineers create wouldn’t reach customers, and the company wouldn’t have any revenue. The two teams make equal contributions to the company’s success.

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QUESTION Engineering Director Marketing Director

3. If we decide to balance pay between the two departments, how should we do it?

If we do anything to cap or reduce engineering salaries, we’ll lose key people to the competition.

If we can’t increase payroll immediately to raise marketing salaries, the only fair thing to do is freeze raises in engineering and gradually raise marketing salaries over the next few years.

Your task: Research the prospects for QR codes and NFC technology, and write a short comparative report. Draw a conclusion about which technology you think will dominate in the coming years.

15-28. Message Strategies: Analytical Reports [LO-2] Assume you will have time for only one course next term.

Your task: List the pros and cons of four or �ive courses that interest you and use the yardstick method to settle on the course that is best for you to take at this time. Write your report in memo format, addressing it to your academic adviser.

PORTFOLIO BUILDER/TEAM SKILLS

15-29. Message Strategies: Analytical Reports [LO-1] [LO-5] Anyone looking at the fragmented 21st-century landscape of media and entertainment options might be surprised to learn that poetry was once a dominant medium for not only creative literary expression but also philosophical, political, and even scienti�ic discourse. Alas, such is no longer the case.

Your task: With a team of fellow students, your challenge is to identify opportunities to increase sales of poetry—any kind of poetry, in any medium. The following suggestions may help you get started:

Research recent bestsellers in the poetry �ield and try to identify why they have been popular.

Interview literature professors, professional poets, librarians, publishers, and bookstore personnel.

Consider art forms and venues in which verse plays an essential role, including popular music and poetry slams.

Conduct surveys and interviews to �ind out why consumers don’t buy more poetry.

Review professional journals that cover the �ield of poetry, including Publishers Weekly and Poets & Writers, from both business and creative standpoints.

Summarize your �indings in a brief formal report; assume that your target readers are executives in the publishing industry.

Long Reports

PORTFOLIO BUILDER

15-30. Message Strategies: Analytical Reports [LO-1] Like any other endeavor that combines hard-nosed factual analysis and creative free thinking, the task of writing business plans generates a range of opinions.

Your task: Find at least six sources of advice on writing successful business plans (focus on start-up businesses that are likely to seek outside investors). Use at least two books, two magazine or journal articles, and two websites or blogs. Analyze the advice you �ind and identify points where most or all the experts agree and points where they don’t agree. Wherever you �ind points of signi�icant disagreement, identify which opinion you �ind most convincing and explain why. Summarize your �indings in a brief formal report.

15-31. Message Strategies: Informational Reports [LO-1] [LO-4] Your company is the largest private employer in your metropolitan area, and the 43,500 employees in your workforce have a tremendous impact on local traf�ic. A group of city and county transportation of�icials recently approached your CEO with a request to explore ways to reduce this impact. The CEO has assigned you the task of analyzing the workforce’s transportation habits and attitudes as a �irst step toward identifying potential solutions. He’s willing to consider anything from subsidized bus passes to company-owned shuttle buses to telecommuting, but the decision requires a thorough understanding of employee transportation needs. Case Tables 15.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#Cch15tab3) through 15.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15lev1sec16#Cch15tab7) summarize data you collected in an employee survey.

CASE TABLE 15.3 Employee Carpool Habits

Frequency of Use: Carpooling Portion of Workforce

Every day, every week 10,138 (23%)

Certain days, every week 4,361 (10%)

Randomly 983 (2%)

Never 28,018 (64%)

CASE TABLE 15.4 use of Public Transportation

Frequency of Use: Public Transportation Portion of Workforce

Every day, every week 23,556 (54%)

Certain days, every week 2,029 (5%)

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Frequency of Use: Public Transportation Portion of Workforce

Randomly 5,862 (13%)

Never 12,053 (28%)

CASE TABLE 15.5 Effect of Potential Improvements to Public Transportation

Which of the Following Would Encourage You to Use Public Transportation More Frequently? (check all that apply) Portion of Respondents

Increased perception of safety 4,932 (28%)

Improved cleanliness 852 (5%)

Reduced commute times 7,285 (41%)

Greater convenience: fewer transfers 3,278 (18%)

Greater convenience: more stops 1,155 (6%)

Lower (or subsidized) fares 5,634 (31%)

Nothing could encourage me to take public transportation 8,294 (46%)

Note: This question was asked of respondents who use public transportation randomly or never, a subgroup that represents 17,915 employees, or 41 percent of the workforce.

CASE TABLE 15.6 Distance Traveled To/From Work

Distance You Travel to Work (one way) Portion of Workforce

Less than 1 mile 531 (1%)

1–3 miles 6,874 (16%)

4–10 miles 22,951 (53%)

11–20 miles 10,605 (24%)

More than 20 miles 2,539 (6%)

CASE TABLE 15.7 Is Telecommuting an Option?

Does the Nature of Your Work Make Telecommuting a Realistic Option? Portion of Workforce

Yes, every day 3,460 (8%)

Yes, several days a week 8,521 (20%)

Yes, random days 12,918 (30%)

No 18,601 (43%)

Your task: Present the results of your survey in an informational report, using the data provided in the tables.

PORTFOLIO BUILDER

15-32. Message Strategies: Analytical Reports [LO-1] [LO-5] As a college student and an active consumer, you may have considered one or more of the following questions at some point in the past few years:

What criteria distinguish the top-rated MBA programs in the country? How well do these criteria correspond to the needs and expectations of business? Are the criteria fair for students, employers, and business schools?

Which of three companies you might like to work for has the strongest corporate ethics policies?

What will the music industry look like in the future? What’s next after online stores such as Apple’s iTunes and digital players such as the iPod?

Which industries and job categories are forecast to experience the greatest growth—and therefore the greatest demand for workers—in the next 10 years?

What has been the impact of Starbucks’s aggressive growth on small, independent coffee shops? On midsized chains or franchises? In the United States or in another country?

How large is the “industry” of major college sports? How much do the major football or basketball programs contribute—directly or indirectly—to other parts of a typical university?

How much have minor league sports—baseball, hockey, arena football—grown in small- and medium-market cities? What is the local economic impact when these municipalities build stadiums and arenas?

Your task: Answer one of the preceding questions using secondary research sources for information. Be sure to document your sources, using the format your instructor indicates. Give conclusions and offer recommendations where appropriate.

PORTFOLIO BUILDER

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15-33. Message Strategies: Analytical Reports [LO-1] An observer surveying the current consumer electronics landscape and seeing Apple products everywhere might be surprised to learn that during part of the company’s history, it was regarded by some as a fairly minor player in the computer industry— and at times a few pundits even wondered whether the company would survive.

Your task: In a two- to three-page report, identify the reasons Apple has been successful and explain how other companies can apply Apple’s strategies and tactics to improve their business results.

15-34. Message Strategies: Analytical Reports [LO-1] After 15 years in the corporate world, you’re ready to strike out on your own. Rather than building a business from the ground up, however, you think that buying a franchise is a better idea. Unfortunately, some of the most lucrative franchise opportunities, such as the major fast-food chains, require signi�icant start-up costs—some more than a half-million dollars. Fortunately, you’ve met several potential investors who seem willing to help you get started in exchange for a share of ownership. Between your own savings and money from these investors, you estimate that you can raise from $350,000 to $600,000, depending on how much ownership share you want to concede to the investors.

You’ve worked in several functional areas already, including sales and manufacturing, so you have a fairly well-rounded business résumé. You’re open to just about any type of business, too, as long as it provides the opportunity to grow; you don’t want to be so tied down to the �irst operation that you can’t turn it over to a hired manager and expand into another market.

Your task: To convene a formal meeting with the investor group, you need to �irst draft a report that outlines the types of franchise opportunities you’d like to pursue. Write a brief report, identifying �ive franchises that you would like to explore further. (Choose �ive based on your own personal interests and the criteria already identi�ied.) For each possibility, identify the nature of the business, the �inancial requirements, the level of support the company provides, and a brief statement of why you could run such a business successfully (make up any details you need). Be sure to carefully review the information you �ind about each franchise company to make sure you can qualify for it. For instance, McDonald’s doesn’t allow investment partnerships to buy franchises, so you won’t be able to start up a McDonald’s outlet until you have enough money to do it on your own. For a quick introduction to franchising, see How Stuff Works and search for “Franchising.” You can learn more about the business of franchising at Franchising.com (http://Franchising.com) and search for speci�ic franchise opportunities at Francorp Connect. In addition, many companies that sell franchises, such as Subway, offer additional information on their websites.

Proposals

PORTFOLIO BUILDER

15-35. Message Strategies: Proposals [LO-3] Your boss, the national sales manager, insists that all company sales reps continue to carry full-size laptop computers for making presentations to clients and to manage �iles and communications tasks. In addition to your laptops, you and you colleagues have to carry a bulky printed catalog and a variety product samples—up and down stairs, on and off airplanes, and in and out of your cars. You are desperate to lighten the load, and you think switching from laptops to tablets would help.

Your task: Write an informal proposal, suggesting that the company equip its traveling salespeople with tablets instead of laptops. Making up any information you need, address three questions you know your boss will have. First, can sales reps type at an adequate speed on tablets, without a conventional keyboard? Second, can sales reps make informal “table top” presentations on tablets, the way they can on their laptops? (Currently, sales reps can sit at a conference room table and give a PowerPoint or Prezi presentation to two or three people, without the need for a projector screen.) Third, do tablets have a suf�icient selection of business software, from word processing to database management software?

15-36. Message Strategies: Proposals [LO-3] One of the banes of apartment living is those residents who don’t care about the condition of their shared surroundings. They might leave trash all over the place, dent walls when they move furniture, spill food and beverages in common areas, destroy window screens, and otherwise degrade living conditions for everyone. Landlords obviously aren’t thrilled about this behavior, either, because it raises the costs of cleaning and maintaining the facility.

Your task: Assume that you live in a fairly large apartment building some distance from campus. Write an email proposal that you could send to your landlord, suggesting that fostering a sense of stronger community among residents in your building might help reduce incidents of vandalism and neglect. Propose that the little-used storage area in the basement of the building be converted to a community room, complete with a simple kitchen and a large-screen television. By attending Super Bowl parties and other events there, residents could get to know one another and perhaps forge bonds that would raise the level of shared concern for their living environment. You can’t offer any proof of this in advance, of course, but share your belief that a modest investment in this room could pay off long term in lower repair and maintenance costs. Moreover, it would be an attractive feature to entice new residents.

15-37. Message Strategies: Proposals [LO-1] [LO-3] Presentations can make—or break—both careers and businesses. A good presentation can bring in millions of dollars in new sales or fresh investment capital. A bad presentation might cause any number of troubles, from turning away potential customers to upsetting fellow employees to derailing key projects. To help business professionals plan, create, and deliver more effective presentations, you offer a three-day workshop that covers the essentials of good presentations:

Understanding your audience’s needs and expectations

Formulating your presentation objectives

Choosing an organizational approach

Writing openings that catch your audience’s attention

Creating effective graphics and slides

Practicing and delivering your presentation

Leaving a positive impression on your audience

Avoiding common mistakes with presentation slides

Making presentations online using webcasting tools

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Handling questions and arguments from the audience

Overcoming the top 10 worries of public speaking (including How can I overcome stage fright? and I’m not the performing type; can I still give an effective presentation?)

Workshop bene�its. Students will learn how to prepare better presentations in less time and deliver them more effectively.

Who should attend. Top executives, project managers, employment recruiters, sales professionals, and anyone else who gives important presentations to internal or external audiences.

Your quali�ications. 18 years of business experience, including 14 years in sales and 12 years of public speaking. Experience speaking to audiences as large as 5,000 people. More than a dozen speech-related articles published in professional journals. Have conducted successful workshops for nearly 100 companies.

Workshop details. Three-day workshop (9 A.M. to 3:30 P.M.) that combines lectures, practice presentations, and both individual and group feedback. Minimum number of students: 6. Maximum number of students per workshop: 12.

Pricing. The cost is $3,500, plus $100 per student; 10 percent discount for additional workshops.

Other information. Each attendee will have the opportunity to give three practice presentations that will last from 3 to 5 minutes. Everyone is encouraged to bring PowerPoint �iles containing slides from actual business presentations. Each attendee will also receive a workbook and a digital video recording of his or her �inal class presentation on DVD. You’ll also be available for phone or email coaching for six months after the workshop.

Your task: Identify a company in your local area that might be a good candidate for your services. Learn more about the company by visiting its website so you can personalize your proposal. Using the information listed above, prepare a sales proposal that explains the bene�its of your training and what students can expect during the workshop.

PORTFOLIO BUILDER

15-38. Message Strategies: Proposals [LO-1] [LO-3] For years, a controversy has been brewing over the amount of junk food and soft drinks being sold through vending machines in local schools. Schools bene�it from revenue-sharing arrangements, but many parents and health experts are concerned about the negative effects of these snacks and beverages. You and your brother have almost a decade of experience running espresso and juice stands in malls and on street corners, and you’d love to �ind some way to expand your business into schools. After a quick brainstorming session, the two of you craft a plan that makes good business sense while meeting the �inancial concerns of school administrators and the nutritional concerns of parents and dietitians. Here are the notes from your brainstorming session:

Set up portable juice bars on school campuses, offering healthy fruit and vegetable drinks along with simple, healthy snacks

Offer schools 30 percent of pro�its in exchange for free space and long-term contracts

Provide job-training opportunities for students (during athletic events, etc.)

Provide detailed dietary analysis of all products sold

Establish a nutritional advisory board composed of parents, students, and at least one certi�ied health professional

Assure schools and parents that all products are safe (e.g., no stimulant drinks, no dietary supplements)

Support local farmers and specialty food preparers by buying locally and giving these vendors the opportunity to testmarket new products at your stands

Your task: Based on the ideas listed, draft a formal proposal to the local school board, outlining your plan to offer healthier alternatives to soft drinks and prepackaged snack foods. Invent any details you need to complete your proposal.

PORTFOLIO BUILDER/TEAM SKILLS

15-39. Message Strategies: Proposals [LO-1] [LO-3] It seems like everybody in your �irm is frustrated. On the one hand, top executives complain about the number of lower-level employees who want promotions but just don’t seem to “get it” when it comes to dealing with customers and the public, recognizing when to speak out and when to be quiet, knowing how to push new ideas through the appropriate channels, and performing other essential but dif�icult-to-teach tasks. On the other hand, ambitious employees who’d like to learn more feel that they have nowhere to turn for career advice from people who’ve been there. In between, a variety of managers and midlevel executives are overwhelmed by the growing number of mentoring requests they’re getting, sometimes from employees they don’t even know.

You’ve been assigned the challenge of proposing a formal mentoring program—and a considerable challenge it is:

The number of employees who want mentoring relationships far exceeds the number of managers and executives willing and able to be mentors; how will you select people for the program?

The people most in demand for mentoring also tend to be some of the busiest people in the organization.

After several years of belt tightening and staff reductions, the entire company feels overworked; few people can imagine adding another recurring task to their seemingly endless todo lists.

What’s in it for the mentors? Why would they be motivated to help lower-level employees?

How will you measure the success or failure of the mentoring effort?

Your task: With a team assigned by your instructor, identify potential solutions to the issues (make up any information you need) and draft a proposal to the executive committee for a formal, companywide mentoring program that would match selected employees with successful managers and executives.

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MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

15-40. Why is the “you” attitude especially important with long, complex reports? [LO-1] 15-41. How do previews and reviews work in tandem to help readers? [LO-1]

Endnotes 1. “Writing a Compelling Executive Summary,” Garage Technology Ventures, accessed 5 February 2013, www.garage.com (http://www.garage.com) ; “Crafting Your Wow! Statement,” Garage Technology Ventures, accessed 5 February 2013, www.garage.com (http://www.garage.com) ; Guy Kawasaki website, accessed 5 February 2013, www.guykawasaki.com (http://www.guykawasaki.com) .

2. A. S. C. Ehrenberg, “Report Writing—Six Simple Rules for Better Business Documents,” Admap, June 1992, 39–42.

3. Michael Netzley and Craig Snow, Guide to Report Writing (Upper Saddle River, N.J.: Prentice Hall, 2001), 15.

4. David A. Hayes, “Helping Students Grasp the Knack of Writing Summaries,” Journal of Reading (November 1989): 96–101.

5. Philip C. Kolin, Successful Writing at Work, 6th ed. (Boston: Houghton Mif�lin, 2001), 552–555.

6. Qvidian website, accessed 26 June 2012, www.qvidian.com (http://www.qvidian.com) .

7. John Morkes and Jakob Nielsen, “Concise, Scannable, and Objective: How to Write for the Web,” UseIt.com (http://UseIt.com) , accessed 13 November 2006, www.useit.com (http://www.useit.com) .

8. Martin James, “PDF Virus Spreads Without Exploiting Any Flaw,” IT Pro, 8 April 2010, www.itpro.co.uk (http://www.itpro.co.uk) .

9. Andrea Obana, “How to Write a Request for Proposal (RFP),” Fine Brand Media website, accessed 22 January 2004, www.�inebrand.com (http://www.�inebrand.com) ; Toby B. Gooley, “Ocean Shipping: RFPs That Get Results,” Logistics Management, July 2003, 47–52.

10. Obana, “How to Write a Request for Proposal (RFP)”; Gooley, “Ocean Shipping: RFPs That Get Results,” 47–52; “Writing a Good RFP,” Infrastructure Issues, Mead & Hunt website, accessed 23 January 2004, www.meadhunt.com (http://www.meadhunt.com) .

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PART 6 Developing and Delivering Business Presentations

CHAPTER 16 Developing Presentations in a Social Media Environment (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16)

CHAPTER 17 Enhancing Presentations with Slides and Other Visuals (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17)

Presentations give you the opportunity to put all your communication skills on display, from audience analysis and research to the design of presentation materials to public speaking. Learn how to plan effective presentations, overcome the anxieties that every speaker feels, respond to questions from the audience, and embrace the Twitter-enabled backchannel. Discover some tips and techniques for succeeding with online presentations, an increasingly common mode of communication in today’s environment. Complement your talk with compelling visual materials, and learn how to create presentation slides that engage and excite your audience.

wavebreakmedia/Shutterstock

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Talent agent Peter Principato (right, with actor Will Arnett) coaches his comedian clients to hone their presentations before pitching movie and TV show ideas to studio executives.

16 Developing Presentations in a Social Media Environment LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Describe the tasks involved in analyzing the situation for a presentation and organizing a presentation 2 Explain how to adapt to your audience and develop an effective opening, body, and close for a presentation 3 Discuss �ive steps for delivering a successful presentation 4 Explain the growing importance of the backchannel in presentations, and list six steps for giving effective presentations online

MyBCommLab®

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COMMUNICATION CLOSE-UP AT Principato-Young Entertainment The business of being funny can be profoundly unfunny these days, particularly for comedians who want to break into movies and television shows. Fewer movies are being made, and the audience for television and online shows is so fragmented that trying to build a fan base is an uphill struggle. Making the situation even worse for comedians, many of whom are writers at heart, is the seemingly unstoppable growth of reality shows, which require neither writers nor actors in any conventional sense.

Talent agent Peter Principato knows this landscape as well as anyone, and, as he puts it, “There’s less and less real estate every year.” Studios are increasingly reluctant to “green light” projects, particularly with the young and not-quite-top-of-the-marquee talent that is the specialty of Principato-Young Entertainment, the Beverly Hills company he cofounded with producer Paul Young. But comedy is in Principato’s blood, so he works overtime to make his clients successful, even in this challenging environment.

In the entertainment industry, the road to success often starts with “the pitch,” a brief presentation to one or more studio executives by an individual writer, actor, director, or producer or by a team of these people. If the executive is intrigued by the concept, it might be discussed further within the studio, and eventually a decision will be made about funding production.

With so much riding on this brief presentation, you can imagine that it’s a high-anxiety event for the presenters, and making pitches is a vital communication skill. In fact, the ability to pitch effectively is so important that it has its own slang term: being “good in a room.”

Pitches can fall �lat for a number of reasons, whether the concept is not a good �it for a particular studio, the idea is so unusual that the executives are unwilling to risk investing in it, or the pitch is poorly presented. A presenter may fail by being unable to summarize what a new show or movie idea is all about, by smothering the executives in too many details, or by trying too hard to sell the concept.

The pointers Principato gives his clients constitute good advice for presentations in any industry, but they’re vital in the entertainment industry. First, come up with a single compelling sentence that describes the show or movie. If presenters can’t do this, chances are they haven’t thought the idea out well enough, or the idea is so complicated that it would be too risky or too expensive to attempt. This one-line summary is essential for another reason, in that the �irst studio executive to hear the pitch will usually need to share it with other executives or potential �inanciers before a decision can be made. A catchy, succinct idea is a lot easier to repeat than a rambling, confused concept.

Second, expand on that one sentence with a single paragraph that builds interest by substantiating the concept and helping the listener envision what the show or movie would be like. Third, for a proposed series, explain how the concept would play out, week by week, by describing several episodes. Fourth, �ill in the “big picture,” such as by describing how the show would look on screen or by rounding out the main characters.

You’ve probably noticed how this advice follows the classic AIDA model of getting attention, building interest, increasing desire, and asking for a decision, which is what makes Principato’s advice valuable for just about any profession.

The funny business is tough and getting tougher, but Principato is clearly doing something right. Principato-Young continues to expand and attract more of the young comedians who might be box of�ice stars for the next several decades. And his love of comedy and comedians continues to motivate Principato himself. As he describes it, having his job “is like getting to hang out with your favorite band.”1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note1)

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1 LEARNING OBJECTIVE Describe the tasks involved in analyzing the situation for a presentation and organizing a presentation.

16.1 Planning a Presentation You might not pitch the next Oscar winner to a studio executive as Peter Principato (pro�iled in the chapter-opening Communication Close-Up) hopes to do, but wherever your career takes you, oral presentations will offer important opportunities to put all your communication skills on display, including research, planning, writing, visual design, and interpersonal and nonverbal communication. Presentations also let you demonstrate your ability to think on your feet, grasp complex business issues, and handle challenging situations—all attributes that executives look for when searching for talented employees to promote.

Business presentations involve all of your communication skills, from research through nonverbal communication, and they let you demonstrate your business acumen as well.

If the thought of giving a speech or presentation makes you nervous, keep three points in mind. First, everybody gets nervous when speaking in front of groups. Second, being nervous is actually a good thing; it means you care about the topic, your audience, and your career success. Third, with practice, you can convert those nervous feelings into positive energy that helps you give more compelling presentations. You can take control of the situation by using the three-step writing process to prepare for successful presentations (see Figure 16.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16�ig1) ).

Planning oral presentations is much like planning any other business message: You analyze the situation, gather information, select the right medium, and organize the information. Gathering information for oral presentations is essentially the same as it is for written communication projects. The other three planning tasks have some special applications when it comes to oral presentations; they are covered in the following sections.

Feeling nervous is perfectly normal when you’re faced with an oral presentation; the good news is there are positive steps you can take to reduce your anxiety.

Creating a high-quality presentation for an important event can take many days, so be sure to allow enough time.

On the subject of planning, be aware that preparing a professional-quality business presentation takes time. Nancy Duarte, whose design �irm has years of experience creating presentations for corporations, offers this rule of thumb: for a one-hour presentation that uses 30 slides, allow 36 to 90 hours to research, conceive, create, and practice.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note2) Not every one-hour presentation justi�ies a week or two of preparation, of course, but the important presentations that can make your career or your company certainly can.

Figure 16.1 The Three-Step Process for Developing Oral and Online Presentations

Although you rarely “write” a presentation or speech in the sense of composing every word ahead of time, the tasks in the three-step writing process adapt quite well to the challenge of planning, creating, and delivering both oral and online presentations.

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ANALYZING THE SITUATION As with written communications, analyzing the situation for an oral presentation involves de�ining your purpose and developing an audience pro�ile. The purpose of most of your presentations will be to inform or to persuade, although you may occasionally need to make a collaborative presentation, such as when you’re leading a problem-solving or brainstorming session. Given the time limitations of most presentations and the live nature of the event, make sure your purpose is crystal clear so that you make the most of the opportunity and show respect for your listeners’ time and attention.

The purpose of most business presentations is to inform or persuade; you may also give presentations designed primarily to collaborate with others.

When you develop your audience pro�ile, try to anticipate the likely emotional state of your audience members. Figure 16.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16�ig2) on the next page offers tips for dealing with a variety of audience mindsets.

Knowing your audience’s state of mind will help you adjust both your message and your delivery.

You also need to determine whether your audience is comfortable listening to the language you speak. Listening to an unfamiliar language is much more dif�icult than reading that language, so an audience that might be able to read a written report might not be able to understand an oral presentation covering the same material (see “Communicating Across Cultures: Making Sure Your Message Doesn’t Get Lost in Translation” (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16box11) ).

REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

Dealing with the Dif�icult Four

Get advice on dealing with four dif�icult audience members: the Resister, the Expert, the Dominator, and the Rambler. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Figure 16.2 Planning for Various Audience Mindsets

Try to assess the emotional state of your audience ahead of time so you can plan your presentation approach accordingly.

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COMMUNICATING ACROSS CULTURES

Making Sure Your Message Doesn’t Get Lost in Translation

When speaking to an international audience, keep in mind that audience members’ language �luency might vary widely. So take special care to ensure clear communication:

Speak slowly and distinctly. The most common complaint of international audiences is that English speakers talk too fast. Articulate each word carefully, emphasize consonants for clarity, and pause frequently.

Repeat key words and phrases. When audiences are not very familiar with your language, they need to hear important information more than once. Also, they may not be familiar with synonyms, so word key points in the same way throughout your presentation.

Aim for clarity. Keep your message simple. Avoid complex sentence structures, abbreviations, acronyms, and metaphors. Replace two-word verbs with one-word alternatives (such as review instead of look over). Such verbs are confusing because the de�inition of each separate word differs from the meaning of the two words combined. Similarly, avoid slang and cultural idioms, such as once in a blue moon, which may be unfamiliar to an international audience. If you use words or phrases from the audience’s native language, make sure you understand them fully.

Communicate with body language. Emphasize and clarify verbal information with gestures and facial expressions. For instance, smile to emphasize positive points and use gestures to illustrate the meaning of words such as up, down, or under.

Support your spoken message with visuals. Simple, clear visuals, from �lip charts to electronic slides, can help you describe your key points. If possible, prepare captions in both English and your audience’s native language.

CAREER APPLICATIONS

1. One of the most important changes speakers need to make when addressing audiences in other cultures is to avoid colloquial �igures of speech. Listen carefully to the next three course lectures you attend, and identify phrases that could cause confusion (such as “hit one out of the park,” “go for broke,” or “get your ducks in a row”). Review your list and replace the problematic phrases with wording that is more likely to be understood by nonnative English speakers or audiences in other countries.

2. Make a list of 10 two-word verbs. How does the meaning of each separate word differ from the de�inition of the combined words? Replace each two- word verb with a single, speci�ic word that will be clearer to an international audience.

Sources: Adapted from Ramez Naguib, “International Audiences,” Toastmasters International, accessed 8 February 2013, www.toastmasters.org (http://www.toastmasters.org) ; Patricia L. Kurtz, The Global Speaker (New York: AMACOM, 1995), 35–47, 56–68, 75–82, 87–100; David A. Victor, International Business Communication (New York: HarperCollins Publishers, 1992), 39–45; Lalita Khosla, “You Say Tomato,” Forbes, 21 May 2001, 36; Stephen Dolainski, “Are Expats Getting Lost in the Translation?” Workforce, February 1997, 32–39.

Also consider the speci�ic circumstances in which you’ll be making your presentation. Will you speak to �ive people in a conference room, where you can control everything from light to sound to temperature? Or will you be demonstrating a product on the �loor of a trade show, where you might have from 1 to 100 listeners and little control over the environment? Will everyone be in the same room, or will some or all of your audience participate from remote locations via the Internet? What equipment will you have at your disposal?

For in-person presentations, pay close attention to seating arrangements. The four basic formats have distinct advantages and disadvantages:

Learn as much as you can about the setting and circumstances of your presentation, from the size of the audience to seating arrangements to potential interruptions.

Classroom or theater seating, in which all chairs or desks face forward, helps keep attention focused on the speaker and is usually the best method for accommodating large audiences. However, this arrangement inhibits interaction among audience members, so it is not desirable for brainstorming or other collaborative activities.

Conference table seating, in which people sit along both sides of a long table and the speaker stands at one end, is a common arrangement for smaller meetings. It promotes interaction among attendees, but it tends to isolate the speaker at one end of the room.

Horseshoe, or “U” shaped, seating, in which tables are arranged in the shape of a “U,” improves on conference table seating by allowing the speaker to walk between the tables to interact with individual audience members.

Café seating, in which people sit in groups at individual tables, is best for breakout sessions and other small-group activities. However, this arrangement is less than ideal for anything more than short presentations because it places some in the audience with their backs to the speaker, making it awkward for both them and the presenter.

If you can’t control the seating arrangement, at least be aware of what it is so you can adjust your plans if needed.

All these variables can in�luence not only the style of your presentation but the content. For instance, in a public environment full of distractions and uncertainties, you’re probably better off keeping your content simple and short because chances are you won’t be able to keep everyone’s attention for the duration of your presentation.

Table 16.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16tab1) offers a summary of the key steps in analyzing an audience for oral presentations. For even more insight into audience evaluation (including emotional and cultural issues), consult a good public-speaking textbook.

TABLE 16.1 Analyzing Audiences for Business Presentations

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Task ActionsTask Actions

To determine audience size and composition

Estimate how many people will attend (in person and online).

Identify what they have in common and how they differ.

Analyze the mix of organizational position, professions, language �luencies, and other demographic factors that could in�luence your content and delivery choices.

To predict the audience’s probable reaction

Analyze why audience members are attending the presentation.

Determine the audience’s general attitude toward the topic: interested, moderately interested, unconcerned, open-minded, or hostile.

Analyze your audience’s likely mood when you speak to them.

Find out what kind of supporting information will help the audience accept and response to your message: technical data, historical information, �inancial data, demonstrations, samples, and so on.

Consider whether the audience has any biases that might work against you.

Anticipate possible objections or questions.

To gauge the audience’s experience

Analyze whether everybody has the same background and level of understanding.

Determine what the audience already knows about the subject.

Consider whether the audience is familiar with the vocabulary you intend to use.

Analyze what the audience expects from you.

Think about the mix of general concepts and speci�ic details you will need to present.

SELECTING THE BEST COMBINATION OF MEDIA AND CHANNELS For some presentations, you’ll be expected to use whatever media and channels your audience, your boss, or the circumstances require. For example, you might be required to use speci�ic presentation software and a conference room’s built-in display system or your company’s online meeting software.

For other presentations, though, you might be able to choose from an array of choices for presentations, from live, inperson presentations to webcasts (online presentations that people either view live or download later from the web), screencasts (recordings of activity on computer displays with audio voiceover), or twebinars (the use of Twitter as a backchannel—see page 450 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec22#page_450) —for real-time conversation during a web-based seminar3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note3) ).

REAL-TIME UPDATES

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Nancy Duarte’s �ive rules for presentations

Follow these steps distilled from Duarte’s decades of experience crafting presentations for major corporations. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

ORGANIZING A PRESENTATION The possibilities for organizing a business presentation fall into two basic categories, linear or nonlinear. Linear presentations are like printed documents in the sense that they are outlined like conventional messages and follow a prede�ined �low from start to �inish. The linear model is appropriate for speeches, technical and �inancial presentations, and other presentations in which you want to convey your message point by point or build up to a conclusion following logical steps.

Linear presentations generally follow a �ixed path or from start to �inish.

In contrast, a nonlinear presentation doesn’t �low in any particularly direction but rather gives the presenter the option to move back and forth between topics and up and down in terms of level of detail. Nonlinear presentations can be useful when you want to be able to show complicated relationships between multiple ideas or elements, to zoom in and out between the “big picture” and speci�ic details, to explore complex visuals, or to have the �lexibility to move from topic to topic in any order.

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Nonlinear presentation can move back and forth between topics and up and down in levels of detail.

The difference between the two styles can be seen in the type of software typically used to create and deliver a presentation. Microsoft PowerPoint, Apple Keynote, and similar packages use sequences of individual slides, often referred to as a slide deck. They don’t necessarily need to be presented in a strict linear order, because the presenter does have the option of jumping out of the prede�ined order, but in most presentations using slides, the speaker moves from start to �inish in that order.

Prezi is the best-known nonlinear presentation software and doesn’t use the concept of individual slides. Instead, you start from a main screen, or canvas, which often presents the big picture overview of your topic (see Figure 16.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16�ig3) ). From there, you add individual objects (including blocks of text, photos, or videos) that convey speci�ic information points. When you present, you can zoom in and out, discussing the individual objects and their relationship to the big picture and each other. You can also de�ine a narrative �low by de�ining a path from one object to the next, which also lets people view the presentation on their own4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note4) (and effectively turns a Prezi presentation into a linear presentation).

Prezi is sometimes viewed as a more dynamic and engaging way to present, and it certainly has that potential. However, keep several points in mind if you have a choice of which approach to take and which software to use. First, match the tool to the task, not the other way around. A detailed technical discussion might need a linear presentation, whereas a freeform brainstorming session might bene�it from a nonlinear approach, for example. Second, if they are used well, software features can help you tell your story, but your story is what matters—not the software. If they are used poorly, software features only get in the way. (Overuse of zooming in Prezi is a good example of this.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note5) ) Third, in spite of their reputation, PowerPoint and other slide programs aren’t limited to creating boring, linear �lows of bullet points (see “Choosing Structured or Free-Form Slides” on page 462 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec1#page_462) ).

Remember that presentations—using any software or system—are not about �lash and dazzle; they are about sharing ideas, information, and emotions with your audience.

De�ining Your Main Idea

Regardless of which overall approach you take, a successful presentation starts with a clear idea of the main idea you want to share with your audience. Start by composing a one-sentence summary that links your subject and purpose to your audience’s frame of reference. Here are some examples:

Figure 16.3 Nonlinear Presentations

Nonlinear presentations, particularly those using the cloud-based Prezi system, give the presenter more freedom in zooming in and out between the big picture to the details and covering topics in any order.

Source: “Nonlinear Presentations” copyright © by Matt Hollowell. Used by permission of Matt Hollowell.

Convince management that reorganizing the technical support department will improve customer service and reduce employee turnover.

Convince the board of directors that we should build a new plant in Texas to eliminate manufacturing bottlenecks and improve production quality.

Address employee concerns regarding a new health-care plan by showing how the plan will reduce costs and improve the quality of their care.

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Each of these statements puts a particular slant on the subject, one that directly relates to the audience’s interests. Make sure your purpose is based on a clear understanding of audience needs so that you can deliver information your audience truly cares about.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note6) For example, a group of new employees will be much more responsive to your discussion of plant safety procedures if you focus on how the procedures can save lives and prevent injuries rather than on how they will save the company money or conform to government regulations.

Limiting Your Scope

Limiting your scope is important with any message, but it’s particularly vital with presentations, for two reasons. First, for most presentations, you must work within strict time limits. Second, the longer you speak, the more dif�icult it is to hold the audience’s attention levels, and the more dif�icult it is for your listeners to retain your key points.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note7)

Limiting your scope is important for two reasons: to ensure that your presentation �its the allotted time and to make sure you respect your audience members’ time and attention.

The only sure way to know how much material you can cover in a given time is to practice your presentation after you complete it. As an alternative, if you’re using conventional structured slides (see page 462 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec1#page_462) ), you can �igure on three or four minutes per slide as a rough guide.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note8) Of course, be sure to factor in time for introductions, coffee breaks, demonstrations, question-and-answer sessions, and anything else that takes away from your speaking time.

Approaching time constraints as a creative challenge can actually help you develop more effective presentations. Limitations can force you to focus on the most essential message points that are important to your audience.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note9)

The only sure way to measure the length of your presentation is to complete a practice run.

If you’re having trouble meeting a time limit or just want to keep your presentation as short as possible, consider a hybrid approach in which you present your key points in summary form and give people printed handouts with additional detail.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note10) By the way, whenever you’re up against a time or space constraint, try to view it as a creative challenge. Such limitations can force you to focus on the most essential message points that are important to your audience.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note11)

Choosing Your Approach

With a well-de�ined main idea to guide you and a clear idea about the scope of your presentation, you can begin to arrange your message. If you have 10 minutes or less to deliver your message, organize your presentation much as you would a brief written message: Use the direct approach if the subject involves routine information or good news; use the indirect approach if the subject involves negative news or persuasion. Plan to spend a minute or two during your introduction to arouse interest and to give a preview of what’s to come. For the body of the presentation, be prepared to explain the who, what, when, where, why, and how of your subject. In the �inal few moments, review the points you’ve made, and close with a statement that will help your audience remember the subject of your speech (see Figure 16.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec1#ch16�ig4) ).

Organize a short presentation the same way you would a brief written message; organize a longer presentations as you would a report.

Longer presentations are organized like reports. If the purpose is to inform, use the direct approach and a structure imposed naturally by the subject: importance, sequence, chronology, spatial orientation, geography, or category. If your purpose is to analyze, persuade, or collaborate, organize your material around conclusions and recommendations or around a logical argument. Use the direct approach if the audience is receptive and the indirect approach if you expect resistance.

Figure 16.4 Effective Outline for a 10-Minute Progress Report

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Here is an outline of a short presentation that updates management on the status of a key project. The presenter has some bad news to deliver (either the product launch will have to be delayed or the materials costs will be higher than anticipated), so she opted for an indirect approach to lay out the reasons for the delay before sharing the news.

As you develop your presentation, keep in mind that presentations have one important advantage over written reports: You can adjust your outline on the �ly if you need to. Identify the critical points in your presentation and ask yourself some “what if” questions to address possible audience reactions. For instance, if you’re worried the audience might not agree with the �inancial assumptions you’ve made, you might prepare a detailed analysis that you can include in case you sense that a negative reaction is building or if someone openly questions you about it. Presentation software such as Microsoft PowerPoint makes it easy to adjust your presentation as you move along, allowing you to skip over any parts you decide not to use or to insert backup material at the last minute.

Regardless of the length of your presentation, remember to keep your organization clear and simple. If listeners lose the thread of your presentation, they’ll have a hard time catching up and following your message in the remainder of your speech. Explain at the beginning how you’ve organized your material and try to limit the number of main points to three or four.

Simplicity is critical in the organization of presentations.

With every presentation, look for opportunities to integrate storytelling (see page 111 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch4lev1sec24#page_111) ) into the structure of your presentation. The dramatic tension (not knowing what will happen to the “hero”) at the heart of effective storytelling is a great way to capture and keep the audience’s attention.

Preparing Your Outline

A presentation outline helps you organize your message, and it serves as the foundation for delivering your speech. Prepare your outline in several stages:12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note12)

State your purpose and main idea and then use these to guide the rest of your planning.

Organize your major points and subpoints in logical order, expressing each major point as a single, complete sentence.

Identify major points in the body �irst and then outline the introduction and close.

Identify transitions between major points or sections and then write these transitions in full-sentence form.

Prepare your bibliography or source notes; highlight those sources you want to identify by name during your talk.

Choose a compelling title. Make it brief, action oriented, and focused on what you can do for the audience.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note13)

Many speakers like to prepare both a detailed planning outline (see Figure 16.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec9#ch16�ig5) on the next page) and a simpler speaking outline that provides all the cues and reminders they need to present their material. To prepare an effective speaking outline, follow these steps:14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note14)

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In addition to planning your speech, a presentation outline helps you plan your speaking notes as well.

Start with the planning outline and then strip away anything you don’t plan to say directly to your audience.

Condense points and transitions to key words or phrases.

Add delivery cues, such as places where you plan to pause for emphasis or use visuals.

Arrange your notes on numbered cards or use the notes capability in your presentation software.

You may �ind it helpful to create a simpler speaking outline from your planning outline.

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2 LEARNING OBJECTIVE Explain how to adapt to your audience and develop an effective opening, body, and close for a presentation.

16.2 Developing a Presentation Although you usually don’t write out a presentation word for word, you still engage in the writing process—developing your ideas, structuring support points, phrasing your transitions, and so on. Depending on the situation and your personal style, the eventual presentation might follow your initial words closely, or you might express your thoughts in fresh, spontaneous language. This section covers the tasks of adapting to your audience and composing your presentation; Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) covers the task of creating slides to accompany your talk.

ADAPTING TO YOUR AUDIENCE

Adapting to your audience addresses a number of issues, from speaking style to technology choices.

Your audience’s size, the venue (in person or online), your subject, your purpose, your budget, the time available for preparation, and the time allotted for your talk all in�luence the style of your presentation. If you’re speaking to a small group, particularly people you already know, you can use a casual style that encourages audience participation. Use simple visuals and invite your audience to interject comments. Deliver your remarks in a conversational tone, using notes to jog your memory if necessary.

Figure 16.5 Effective Outline for a 30-Minute Presentation

This outline (based on Linda Moreno’s report in Chapter 15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch15#ch15) ) clearly identi�ies the purpose and the distinct points to be made in the introduction, body, and close. Notice also how the presenter wrote her major transitions in full sentence form to be sure she can clearly phrase these critical passages when it’s time to speak.

If you’re addressing a large audience or if the event is important, establish a more formal atmosphere. During formal presentations, speakers are often on a stage or platform, standing behind a lectern and using a microphone so that their remarks can be heard throughout the room or captured for broadcasting or webcasting.

When you deliver an oral presentation to people from other cultures, you may need to adapt the content of your presentation. It is also important to take into account any cultural preferences for appearance, mannerisms, and other customs. An interpreter or event host can suggest appropriate changes for a speci�ic audience or particular occasion.

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REAL-TIME UPDATES

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How to establish an emotional connection with any audience

Entertainment executive Peter Guber talks about the art of purposeful storytelling. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

CRAFTING PRESENTATION CONTENT Like written documents, oral presentations are composed of distinct elements: the introduction, the body, and the close.

Presentation Introduction

A good introduction arouses the audience’s interest in your topic, establishes your credibility, and prepares the audience for what will follow. That’s a lot to pack into the �irst few minutes of your presentation, so give yourself plenty of time to prepare the words and visuals you’ll use to get your presentation off to a great start.

Arousing Audience Interest Some subjects are naturally more interesting to some audiences than others. If you will be discussing a matter of profound signi�icance that will personally affect the members of your audience, chances are they’ll listen, regardless of how you begin. All you really have to do is announce your topic, and you’ll have their attention. Other subjects call for more imagination. Here are six ways to arouse audience interest:15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note15)

If your audience isn’t likely to be naturally interested in your topic, your introduction will need to build interest by relating the subject to their personal concerns.

Unite the audience around a common goal. Invite listeners to help solve a problem, capitalize on an opportunity, or otherwise engage in the topic of your presentation.

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Tell a story. Well-told stories are naturally interesting and can be compelling. Of course, make sure your story illustrates an important and relevant point.

Pass around product samples or other objects. If your company is in the textile business, for example, let the audience handle some of your fabrics. The more of their senses you can engage, the more likely people are to remember your message.

Ask a question. Asking questions will get the audience actively involved in your presentation and give you information about them and their needs.

Share a startling statistic. An intriguing, unexpected, or shocking detail can often grab the attention of your listeners.

Use humor. Opening with an amusing observation about yourself, the subject matter of the presentation, or the circumstances surrounding the presentation can be an effective way to lighten the “pre-presentation jitters” for you and the audience or to make an emotional connection with your listeners. However, humor must be used with great care. Make sure any comments are relevant, appropriate, and not offensive to anyone in the audience. In general, avoid humor when you and the audience don’t share the same native language or culture; it’s too easy for humor to fall �lat or back�ire.

Regardless of which technique you choose, make sure you can give audience members a reason to care and to believe that the time they’re about to spend listening to you will be worth their while.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note16)

Building Your Credibility In addition to grabbing the audience’s attention, your introduction needs to establish your credibility. If you’re a well-known expert in the subject matter or have earned your audience’s trust in other situations, you’re already ahead of the game. However, if you have no working relationship with your audience or if you’re speaking in an area outside your known expertise, you need to establish credibility and do so quickly; people tend to decide within a few minutes whether you’re worth listening to.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note17)

Techniques for building credibility vary, depending on whether you will be introducing yourself or having someone else introduce you. If another person will introduce you, he or she can present your credentials so that you won’t appear boastful. If you will be introducing yourself, keep your comments simple, but don’t be afraid to mention your relevant experience and accomplishments. Your listeners will be curious about your quali�ications, so tell them brie�ly who you are and why you’re the right person to be giving this presentation. Here’s an example:

If someone else will be introducing you to the audience, you can ask this person to present your credentials.

I’m Karen Whitney, a market research analyst with Information Resources Corporation. For the past �ive years, I’ve specialized in studying high-technology markets. Your director of engineering, John LaBarre, has asked me to talk to you about recent trends in computer-aided design so that you’ll have a better idea of how to direct your research efforts.

This speaker establishes credibility by tying her credentials to the purpose of her presentation, without boasting. By mentioning her company’s name, her specialization and position, and the name of the audience’s boss, she lets her listeners know immediately that she is quali�ied to tell them something they need to know. She connects her background to their concerns.

Previewing Your Message In addition to arousing audience interest and establishing your credibility, a good introduction gives your audience members a preview of what’s ahead, helping them understand the structure and content of your message. A report reader can learn these things by looking at the table of contents and scanning the headings, but in a presentation, you need to provide that framework with a preview.

Use the preview to help your audience understand the importance, the structure, and the content of your message.

Your preview should summarize the main idea of your presentation, identify major supporting points, and indicate the order in which you’ll develop those points. Tell your listeners in so many words, “This is the subject, and these are the points I will cover.” Once you’ve established the framework, you can be con�ident that the audience will understand how the individual facts and �igures are related to your main idea as you move into the body of your presentation. If you are using an indirect approach, your preview can discuss the nature of your main idea without disclosing it.

Presentation Body

The bulk of your speech or presentation is devoted to a discussion of the main supporting points from your outline. Whether you’re using the direct or indirect approach, make sure the organization of your presentation is clear and your presentation holds the audience’s attention.

Connecting Your Ideas Help your listeners move from one key point to the next with generous use of transitions. Between sentences and paragraphs, use transitional words and phrases such as therefore, because, in addition, in contrast, moreover, for example, consequently, nevertheless, or �inally. To link major sections of a presentation, use complete sentences or paragraphs, such as “Now that we’ve reviewed the problem, let’s take a look at some solutions.” Every time you shift topics, be sure to stress the connection between ideas. Summarize what’s been said and then preview what’s to come. You might also want to call attention to the transitions by using gestures, changing your tone of voice, or introducing a new slide or other visual.

Use transitions to repeat key ideas and help the audience follow along, particularly in longer presentations.

Holding Your Audience’s Attention After you’ve successfully captured your audience’s attention in your introduction, you need to work to keep it throughout the body of your presentation. Here are a few helpful tips for keeping the audience tuned into your message:

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Relate your subject to your audience’s needs. People are naturally most interested in things that affect them personally.

The most important way to hold an audience’s attention is to show how your message relates to their individual needs and concerns.

Anticipate your audience’s questions. Try to anticipate as many questions as you can and address these questions in the body of your presentation. You’ll also want to prepare and reserve additional material to use during the question-and-answer period, in case the audience asks for greater detail.

Use clear, vivid language. If your presentation will involve abstract ideas, show how those abstractions connect with everyday life. Use familiar words, short sentences, and concrete examples. Be sure to use some variety as well; repeating the same words and phrases puts people to sleep.

Explain the relationship between your subject and familiar ideas. Show how your subject is related to ideas that audience members already understand and give people a way to categorize and remember your points.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note18) Be sure to make connections that your listeners are sure to get, too. For example, when Peter Principato and his team were brainstorming how to present one young writer/director to studio executives, Principato rejected the suggestion of comparing him to Charlie Kaufman. Kaufman is revered among comedy insiders, but Principato wasn’t sure a mainstream television executive would understand the reference.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note19)

Ask for opinions or pause occasionally for questions or comments. Audience feedback helps you determine whether your listeners understand a key point before you launch into another section. Asking questions or providing comments also gives your audience members a chance to switch for a time from listening to participating, which helps them engage with your message and develop a sense of shared ownership.

Illustrate your ideas with visuals. As Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) discusses, visuals enliven your message, help you connect with audience members, and help people remember your message more effectively.

Presentation Close

The close of a speech or presentation has two critical jobs to accomplish: making sure your listeners leave with the key points from your talk clear in their minds and putting your audience in the appropriate emotional state. For example, if the purpose of your presentation is to warn managers that their out-of-control spending threatens the company’s survival, you want them to leave with that message ringing in their ears—and with enough concern for the problem to stimulate changes in their behavior.

Plan your close carefully so that your audience leaves with your main idea clear in their minds.

Restating Your Main Points Use the close to succinctly restate your main points, emphasizing what you want your listeners to do or to think. For example, to close a presentation on your company’s executive compensation program, you could repeat your speci�ic recommendations and then conclude with a memorable statement to motivate your audience to take action:

We can all be proud of the way our company has grown. However, if we want to continue that growth, we need to take four steps to ensure that our best people don’t start looking for opportunities elsewhere:

First, increase the overall level of compensation

Second, establish a cash bonus program

Third, offer a variety of stock-based incentives

Fourth, improve our health insurance and pension bene�its

By taking these steps, we can ensure that our company retains the management talent it needs to face our industry’s largest competitors.

Plan your �inal statement carefully so you can end on a strong, positive note.

By summarizing the key ideas, you improves the chance that your audience will leave with your message clearly in mind.

Ending with Clarity and Con�idence If you’ve been successful with the introduction and body of your presentation, your listeners have the information they need and are in the right frame of mind to put that information to good use. Now you’re ready to end on a strong note that con�irms expectations about any actions or decisions that will follow the presentation—and to bolster the audience’s con�idence in you and your message one �inal time.

Some presentations require the audience to reach a decision or agree to take speci�ic action, in which case the close provides a clear wrap-up. If the audience agrees on an issue covered in the presentation, brie�ly review the consensus. If they don’t agree, make the lack of consensus clear by saying something like, “We seem to have some fundamental disagreement on this question.” Then be ready to suggest a method of resolving the differences.

If you need to have the audience make a decision or agree to take action, make sure the responsibilities for doing so are clear.

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Make sure your �inal remarks are memorable and have the right emotional tone.

If you expect any action to occur as a result of your speech, be sure to explain who is responsible for doing what. List the action items and, if possible within the time available, establish due dates and assign responsibility for each task.

Make sure your �inal remarks are memorable and expressed in a tone that is appropriate to the situation. If your presentation is a persuasive request for project funding, you might emphasize the importance of this project and your team’s ability to complete it on schedule and within budget. Expressing con�ident optimism will send the message that you believe in your ability to perform. Conversely, if your purpose is to alert the audience to a problem or risk, false optimism will undermine your message.

Whatever �inal message is appropriate, think through your closing remarks carefully before stepping in front of the audience. You don’t want to wind up on stage with nothing to say but “Well, I guess that’s it”

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3 LEARNING OBJECTIVE Discuss �ive steps for delivering a successful presentation.

16.3 Delivering a Presentation With an outline, speaking notes, and any visual aids you plan to use (see Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) for those), you’re almost ready to deliver your presentation. This section covers �ive essential topics that will help you prepare for and deliver engaging and effective presentations, starting with choosing your method.

CHOOSING YOUR PRESENTATION METHOD Depending on the circumstance of your presentation, you can choose from a variety of delivery methods:

Memorizing. Except for extremely short speeches, trying to memorize an entire presentation is not a good idea. In the best of circumstances, you’ll probably sound stilted; in the worst, you might forget your lines. Besides, you’ll often need to address audience questions during your speech, so you need to be �lexible enough to adjust your speech as you go. However, memorizing a quotation, an opening paragraph, and some strong �inishing remarks can bolster your con�idence and strengthen your delivery.

MOBILE APPS

authorSTREAM lets you replay webcasts and other recorded presentations on your mobile device

Reading. In a few rare instances, you may need to read your speech from a prepared script. For instance, policy statements and legal documents are sometimes read in full because the wording can be critical. However, unless you’re required or expected to read your presentation verbatim, reading is not a good choice. You won’t talk as naturally as you would otherwise, and the result will be a monotonous, uninspiring presentation.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note20) If you must read your speech for some reason, practice enough so that you can still make periodic eye contact with your audience and make sure the printout of your speech is easy to read.

Speaking from an outline or notes. Speaking with the help of an outline or note cards is nearly always the easiest and most effective delivery mode. The outline or notes guide you through the �low of the speech while giving you the freedom to speak naturally and spontaneously, to maintain eye contact with your listeners, and to respond and improvise as circumstances warrant. If you print note cards, use heavy note cards instead of regular paper. They’re quieter and easier to �lip through as you talk.

Speaking from carefully prepared notes is the best delivery mode for nearly all presentations.

Impromptu speaking. From time to time, you may be called upon unexpectedly to give an impromptu or extemporaneous speech on the spot, without the bene�it of any planning or practice. Take a few seconds to identify the one key idea you want to share with the audience. That idea alone may be enough to meet the audience’s expectations, or it might be enough to get you started and allow you to piece together additional ideas on the �ly. Then think about a structure that would help convey that idea. Telling a brief story can be particularly effective in these situations because the structure helps you organize what you want to say, even as you’re speaking. If you are asked to speak on a topic and simply don’t have the information at hand, don’t try to fake it. Instead, offer to get the information to the audience after the meeting or ask if anyone else in the room can respond. Finally, before you even enter the meeting or other setting, if there is a chance you might be called on to say a few words, you can “prepare for the surprise” by thinking through what you might say in response to potential questions.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note21)

Whichever delivery mode you use, be sure that you’re thoroughly familiar with your subject. Knowing what you’re talking about is the best way to build your self-con�idence. If you stumble, get interrupted, or suffer equipment failures, your expertise will help you get back on track.

PRACTICING YOUR DELIVERY Practicing your presentation is essential. Practice boosts your con�idence, gives you a more professional demeanor, and lets you verify the operation of your visuals and equipment. A test audience can tell you if your slides are understandable and whether your delivery is effective. A day or two before you’re ready to step on stage for an important talk, make sure you and your presentation are ready:

The more you practice, the more con�idence you’ll have in yourself and your material.

Can you present your material naturally, without reading your slides?

Is the equipment working, and do you know how to use it?

Could you still make a compelling and complete presentation if you experience an equipment failure and have to proceed without using your slides at all?

Is your timing on track?

Can you easily pronounce all the words you plan to use?

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Have you anticipated likely questions and objections?

Make sure you’re comfortable with the equipment you’ll be expected to use; you don’t want to be fumbling with controls while the audience is watching and waiting.

With experience, you’ll get a feel for how much practice is enough in any given situation. Practicing helps keep you on track, helps you maintain a conversational tone with your audience, and boosts your con�idence and composure.

You’ll know you’ve practiced enough when you can present the material at a comfortable pace and in a natural, conversational tone.

PREPARING TO SPEAK In addition to knowing your material thoroughly and practicing your delivery, make sure your location is ready, you have everything you’ll need, and you’re prepared to address audiences from other cultures, if that applies.

If possible, visit the speaking venue ahead of time to familiarize yourself with the facilities and the equipment.

Whenever you can, scout the location for your presentation in advance. Check the seating arrangement to con�irm it’s appropriate for your needs and the audience’s. Verify the availability and operation of all the equipment and supplies you’re counting on, from the projection system to simple but vital necessities such as �lip charts and marking pens. If you’re using electronic slides, make sure you know how to get the �ile from your computer or other device to the projection system.

If you’re addressing audience members who speak a different native language, consider using an interpreter. Working with an interpreter does constrain your presentation somewhat. For instance, you must speak slowly enough for the interpreter to keep up with you. Send your interpreter a copy of your speaking notes and your visuals as far in advance of your presentation as possible. If your audience is likely to include persons with hearing impairments, team up with a sign- language interpreter as well.

When you deliver an oral presentation to people from other cultures, take into account cultural differences in appearances, mannerisms, and other customs. Your interpreter or host will be able to suggest appropriate changes for a speci�ic audience or occasion.

OVERCOMING ANXIETY Recognize that nervousness is an indication that you care about your audience, your topic, and the occasion. These techniques will help you convert anxiety into positive energy:22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note22)

Stop worrying about being perfect. Successful speakers focus on making an authentic connection with their listeners, rather than on trying to deliver a note-perfect presentation.

Preparation is the best antidote for anxiety; it gives you con�idence that you know your material and that you can recover from any glitches you might encounter.

Know your subject. The more familiar you are with your material, the less panic you’ll feel.

Practice, practice, practice. The more you rehearse, the more con�ident you will feel.

Visualize success. Visualize mental images of yourself in front of the audience, feeling con�ident, prepared, and able to handle any situation that might arise.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note23) Remember that your audience wants you to succeed, too.

Remember to breathe. Tension can lead people to breathe in a rapid and shallow fashion, which can create a lightheaded feeling. Breathe slowly and deeply to maintain a sense of calm and con�idence.

Be ready with your opening line. Have your �irst sentence memorized and on the tip of your tongue.

Be comfortable. Dress appropriately but as comfortably as possible. Drink plenty of water ahead of time to hydrate your voice (bring water with you, too).

Take a three-second break. If you sense that you’re starting to race or ramble, pause and arrange your notes or perform some other small task while taking several deep breaths. Then start again at your normal pace.

Concentrate on your message and your audience, not on yourself. When you’re busy thinking about your subject and observing your audience’s response, you tend to forget your fears.

Maintain eye contact with friendly audience members. Eye contact not only makes you appear sincere, con�ident, and trustworthy but can give you positive feedback as well.

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Keep going. Things usually get better as you move along, with each successful minute giving you more and more con�idence.

THE ART OF PROFESSIONALISM

Recovering from Disasters

You’ve researched your topic, analyzed your audience, prepared a compelling message, crafted eye-catching visuals, and practiced until you’re running like a smooth machine. You’re ready to go.

Then you wake up with a sore throat and half a voice. You grab a few lozenges, hope for the best, and drive to the conference facility in plenty of time to set up your equipment. Oops, somebody forgot to tell you that your presentation has been moved up by an hour, and your audience is already in the room waiting for you. You scramble to turn on your laptop and get it connected to the projector, only to discover that you forgot the power cord and your battery is low. But that won’t be a problem: Your laptop is dead anyway. Feeling smart, you pull out a CD-ROM with a backup copy of your PowerPoint slides and ask to use one of the several laptops you see scattered around the room. Nice idea, but they’re equipped only with USB �lash drives, so your CD is useless. The audience is getting restless; a few people get up to leave. You keep hoping you’ll wake up from this bad dream so that your great day can really start. Sorry. This is your day.

Ask any business speaker with a few years of experience, and you’ll hear all these horror stories and a few more. People who have driven to the wrong conference center, hit themselves in the head with a microphone, tripped over wires, started with a sure-�ire joke that generated nothing but cold stares, or been rendered speechless by tough questions. Hoping you’ll be spared isn’t an effective response. You must be prepared for when—not if—something goes wrong.

If you assume that something will go wrong at some point, you can make peace with the possibility and focus on backup planning. Experts suggest that you make a list of every major problem you might encounter and imagine how you’ll respond when these calamities strike you on the day of a big presentation. As much as possible, create a backup plan, such as calling ahead to reserve a second projector in the event that yours gets lost in transit. You won’t be able to put backup resources in place for every possible glitch, but by at least thinking through the possibilities, you can decide how you’ll respond. When disaster does strike, you’ll look like a polished pro instead of a befuddled novice.

CAREER APPLICATIONS

1. If you spy trouble ahead in your presentation, such as noticing that your laptop battery is about to go dead or that you somehow have an old copy of the presentation �ile, should you tell your audience what’s wrong? Or should you try to “wing it”? Explain your answer.

2. What steps can you take to make absolutely sure that you have a usable backup copy of your presentation slides outside your of�ice? Why is this important?

Sources: Based in part on C. Peter Guiliano and Frank J. Currilo, “Going Blank in the Boardroom,” Public Relations Quarterly, Winter 2003, 35+; Jennifer Rotondo and Mike Rotondo Jr., Presentation Skills for Managers (New York: McGraw-Hill, 2002), 160–162; Mark Merritt, “No More Nightmares,” Presentations, April 2001, 44+.

No one enjoys mistakes, equipment failures, and other troubles, but they are survivable. To learn how several experienced presenters have overcome some serious glitches, see “The Art of Professionalism: Recovering from Disasters.”

Con�ident delivery starts as soon as you become the focus of attention, before you even begin to speak, so don’t rush. As you approach the front of the room, walk with con�idence, breathe deeply, and stand up straight. Face your audience, adjust the microphone and other equipment as needed, count to three slowly, and then scan the audience. When you �ind a friendly face, make eye contact and smile. Look away, count to three again, and then begin your presentation.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note24) If you are nervous, this slow, controlled beginning will help you establish rapport and appear more con�ident. Make sure your nonverbal signals send a message of con�idence.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

Two secrets to presenting like a pro

Read how to build your con�idence and stay in the moment. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Your posture is important in projecting more con�idence. Stand tall, with your weight on both feet and your shoulders back. Avoid gripping the lectern or other physical structure. Use your hands to emphasize your remarks with appropriate gestures. Meanwhile, vary your facial expressions to make the message more dynamic.

Nonverbal signals tell the audience how you’re feeling, so pay attention to the signals you send.

Finally, think about the sound of your voice. Studies indicate that people who speak with lower pitches at a slightly faster-than-average rate are perceived as being more cred-ible.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note25) Try to sound poised and con�ident, varying your pitch and speaking rate to add emphasis. For instance, slow down slightly when you’re making an important point.26

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(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note26) Speak clearly and crisply, articulating all the syllables, and sound enthusiastic about what you’re saying. Use silence instead of meaningless �iller words such as um, you know, okay, and like. Silence adds dramatic punch and gives the audience time to think about your message.

REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

The quiet person’s guide to becoming a better public speaker

Follow these tips to become an effective speaker, even if you don’t feel like a “natural.” Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

Under “Students,” click on “Learn More.”

HANDLING QUESTIONS RESPONSIVELY Whether you take questions during a formal question-and-answer (Q&A) period or as they come up during your presentation, audience queries are often one of the most important parts of an presentation. They give you a chance to obtain important information, to emphasize your main idea and supporting points, and to build enthusiasm for your point of view. When you’re speaking to high-ranking executives in your company, the Q&A period will often consume most of the time allotted for your presentation.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note27)

Don’t leave the question-and-answer period to chance: anticipate likely questions and think through your answers.

Whether or not you can establish ground rules for Q&A depends on the audience and the situation. If you’re presenting to a small group of upper managers or potential investors, for example, you will probably have no say in the matter: Audience members will likely ask as many questions as they want, whenever they want, to get the information they need. On the other hand, if you are presenting to your peers or a large public audience, establish some guidelines, such as the number of questions allowed per person and the overall time limit for questions.

Don’t assume you can handle whatever comes up without some preparation.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note28) Learn enough about your audience members to get an idea of their concerns and think through answers to potential questions.

When people ask questions, pay attention to nonverbal signals to help determine what each person really means. Repeat the question to con�irm your understanding and to ensure that the entire audience has heard it. If the question is vague or confusing, ask for clari�ication; then give a simple, direct answer.

If you are asked a dif�icult or complex question, avoid the temptation to sidestep it. Offer to meet with the questioner afterward if the issue isn’t relevant to the rest of the audience or if giving an adequate answer would take too long. If you don’t know the answer, don’t pretend you do. Instead, offer to get a complete answer as soon as possible or ask if someone else can offer information on the topic.

If you don’t have the complete answer to an important question, offer to provide it after the presentation.

Be on guard for audience members who use questions to make impromptu speeches or to take control of your presentation. Without offending anyone, �ind a way to stay in control. You might admit that you and the questioner have differing opinions and, before calling on someone else, offer to get back to the questioner after you’ve done more research.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note29)

If a question ever puts you on the hot seat, respond honestly but keep your cool. Look the person in the eye, answer the question as well as you can, and keep your emotions under control. Defuse hostility by paraphrasing the question and asking the questioner to con�irm that you’ve understood it correctly. Maintain a businesslike tone of voice and a pleasant expression.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note30)

If you ever face hostile questions, respond honestly and directly while keeping your cool.

When the time allotted for your presentation is almost up, prepare the audience for the end by saying something like, “We have time for one more question” After you reply to that last question, summarize the main idea of the presentation and thank people for their attention. Conclude with the same con�ident demeanor you’ve had from the beginning.

No matter how the presentation has gone, conclude in a strong, con�ident manner.

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4 LEARNING OBJECTIVE Explain the growing importance of the backchannel in presentations, and list six steps for giving effective presentations online.

16.4 Incorporating Technology in Your Presentation Like much of the rest of business communication, presentations have been high-tech affairs in many companies. Two aspects you will most likely encounter on the job are the backchannel and online presentations.

EMBRACING THE BACKCHANNEL Many business presentations these days involve more than just the spoken conversation between the speaker and his or her audience. Using Twitter and other electronic media, audience members often carry on their own parallel communication during a presentation via the backchannel (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16term1) , which presentation expert Cliff Atkinson de�ines as “a line of communication created by people in an audience to connect with others inside or outside the room, with or without the knowledge of the speaker”31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note31) Chances are you’ve participated in an informal back-channel already, such as when texting with your classmates or live-blogging during a lecture.

Twitter and other social media are dramatically changing business presentations by making it easy for all audience members to participate in the backchannel.

The backchannel presents both risks and rewards for business presenters. On the negative side, for example, listeners can research your claims the instant you make them and spread the word quickly if they think your information is shaky. The backchannel also gives contrary audience members more leverage, which can lead to presentations spinning out of control. On the plus side, listeners who are excited about your message can build support for it, expand on it, and spread it to a much larger audience in a matter of seconds. You can also get valuable feedback during and after presentations.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note32)

By embracing the backchannel, rather than trying to �ight it or ignore it, presenters can use this powerful force to their advantage. Follow these tips to make the backchannel work for you:33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note33)

Resist the urge to ignore or �ight the backchannel; instead, learn how to use it to your advantage.

Integrate social media into the presentation process. For example, you can create a website for the presentation so that people can access relevant resources during or after the presentation, create a Twitter hashtag that everyone can use when sending tweets, or display the Twitterstream during Q&A so that everyone can see the questions and comments on the backchannel.

Monitor and ask for feedback. Using a free service such as TweetDeck that organizes tweets by hashtag and other variables, you can monitor comments from the audience. To avoid trying to monitor the backchannel while speaking, you can schedule “Twitter breaks,” during which you review comments and respond as needed.

Review comments to improve your presentation. After a presentation is over, review comments on audience members’ Twitter accounts and blogs to see which parts confused them, which parts excited them, and which parts seemed to have little effect (based on few or no comments).

MOBILE APPS

SlideShark lets you present and share PowerPoint slides with mobile and PC users.

Automatically tweet key points from your presentation while you speak. Add-ons for presentation software can send out prewritten tweets as you show speci�ic slides during a presentation. By making your key points readily available, you make it easy for listeners to retweet and comment on your presentation.

Establish expectations with the audience. Explain that you welcome audience participation but that to ensure a positive experience for everyone, comments should be civil, relevant, and productive.

GIVING PRESENTATIONS ONLINE Online presentations offer many bene�its, including the opportunity to communicate with a geographically dispersed audience at a fraction of the cost of travel and the ability for a project team or an entire organization to meet at a moment’s notice. However, this format also presents some challenges for the presenter, thanks to that layer of technology between you and your audience. Many of those “human moments” that guide and encourage you through an in-person presentation won’t travel across the digital divide. For instance, it’s often dif�icult to tell whether audience members are bored or confused because your view of them is usually con�ined to small video images (and sometimes not even that). To ensure successful online presentations, keep the following advice in mind:

Consider sending preview study materials ahead of time. Doing so allows audience members to familiarize themselves with any important background information. Also, by using a free service such as SlideShare, you can distribute your presentation slides to either public or private

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audiences, and you can record audio narrative to make your presentations function on their own.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note34) Some presenters advise against giving out your slides ahead of time, however, because doing so gives away the ending of your presentation. If time allows, you can prepare preview materials that don’t include your entire slide set.

Online presentations give you a way to reach more people in less time, but they require special preparation and skills.

Rehearse using the system live, if at all possible. Presenting online has all the challenges of other presentations, with the additional burden of operating the presentation system while you are talking. Practice with at least one test viewer so you’re comfortable using the system.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16lev1sec31#ch16note35)

Keep your presentation as simple as possible. Break complicated slides down into multiple slides if necessary and keep the direction of your discussion clear so that no one gets lost.

Ask for feedback frequently. Except on the most advanced telepresence systems, you won’t have as much of the visual feedback that alerts you when audience members are confused, and many online viewers will be reluctant to call attention to themselves by interrupting you to ask for clari�ication. Setting up a backchannel via Twitter or as part of your online meeting system will help in this regard.

With online presentations, you often can’t rely on nonverbal signals to sense audience confusion or disagreement, so check in with your listeners frequently to see if they have questions.

Consider the viewing experience from the audience members’ point of view. Will they be able to see what you think they can see? For instance, webcast video is often displayed in a small window on-screen, so viewers may miss important details.

Allow plenty of time for everyone to get connected and familiar with the screen they’re viewing. Build extra time into your schedule to ensure that everyone is connected and ready to start.

Last but not least, don’t get lost in the technology. Use these tools whenever they’ll help, but remember that the most important aspect of any presentation is getting the audience to receive, understand, and embrace your message.

For a reminder of the steps to take in developing an oral presentation, refer to “Checklist: Developing Oral and Online Presentations.” For the latest advice on planning presentations, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) .

CHECKLIST ✓ Developing Oral and Online Presentations A. Planning your presentation

Analyze the situation by de�ining your purpose and developing an audience pro�ile.

Select the best medium.

Organize your presentation by de�ining the main idea, limiting the scope, choosing your approach, and preparing your outline.

B. Developing your presentation

Adapt to your audience by tailoring your style and language.

Compose your presentation by preparing an introduction, a body, and a close.

Use your introduction to arouse audience interest, build your credibility, and preview your message.

Use the body to connect your ideas and hold your audience’s attention.

Close with con�idence and clarity, restating your main points and describing the next steps.

C. Delivering your presentation

Choose a presentation method, which should be speaking from an outline or notes in nearly all situations.

Practice until you can deliver your material naturally, without reading your slides.

Prepare to speak by verifying the operation of all the equipment you’ll need to use.

Determine whether you should use an interpreter.

Overcome anxiety by preparing thoroughly.

Handle questions responsively.

D. Embracing the backchannel

Integrate social media into the presentation process.

Monitor and ask for feedback.

Review comments to improve your presentation.

Automatically tweet key points from your presentation while you speak.

Establish expectations with the audience.

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E. Giving presentations online

Consider sending preview study materials ahead of time.

Rehearse using the system live, if at all possible.

Keep your presentation as simple as possible.

Ask for feedback frequently.

Consider the viewing experience from the audience members’ point of view.

Allow plenty of time for everyone to get connected and familiar with the screen they’re viewing.

COMMUNICATION CHALLENGES AT Principato-Young Entertainment You share Peter Principato’s love of comedy, and now you get to learn from his decades of experience in the business. You’ve joined Principato-Young as his assistant in the company’s Beverly Hills of�ice, replacing the former assistant, who was just promoted to a talent manager with her own list of clients. That is the same career path you hope to pursue, so this opportunity seems perfect. Practice your presentation skills with these two challenges.

INDIVIDUAL CHALLENGE: Distilling something as complicated as a movie or a TV series down to a single sentence is a skill that will serve you well in any profession. Choose three of your alltime favorite movies and write a one-sentence “pitch” for each one, imagining yourself as the writer or director who is trying to convince a studio to spend millions of dollars to produce it.

TEAM CHALLENGE: In a team assigned by your instructor, pick a TV or web-based comedy program (something appropriate to discuss in class). Get a feel for the show, including its style, content, and characters—and what makes it distinct in the crowded marketplace. Now imagine you’re turning back the clock to a year or so before this show started, and it’s your job to pitch it to a studio executive who will make the decision to fund its production. Develop a �ive-minute pitch, following Principato’s advice of leading with a memorable one-sentence introduction about what the show is, expanding on that with a one-paragraph introduction (be sure to identify the key characters), followed by ideas for a few episodes (you can use actual episodes for this). Be prepared to pitch your show to the class.

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Quick Learning Guide

KEY TERM backchannel A social media conversation that takes place during a presentation, in parallel with the speaker’s presentation

SUMMARY OF LEARNING OBJECTIVES 1 Describe the tasks involved in analyzing the situation for a presentation and organizing a presentation. Although you rarely want to write out a presentation word for word, the three-step writing process is easy to adapt to presentations. The steps you take in planning presentations are generally the same as with any other business message: analyze the situation, gather information, select the right medium, and organize the information. The purpose of most business presentations is to inform or to persuade, although you may occasionally need to make a collaborative presentation. When you develop your audience pro�ile, anticipate the likely emotional state of your audience members and plan to diffuse emotional situations if needed.

Organizing a presentation requires the same general tasks as organizing a written message (de�ine your main idea, limit your scope, select the direct or indirect approach, and outline your content), but pay special attention to the demands a presentation puts on listeners. They are largely captive to your timing and sequence, so make doubly sure you have a clear purpose, and limit your scope to convey your main idea and necessary supporting points within your allotted time frame. At the same time, take advantage of the �lexibility you have with speeches and presentations to adjust the �low and level of detail on the �ly if you sense that the audience wants different information than you originally planned. After you complete your planning outline, consider simplifying it to create a speaking outline to guide you during your presentation.

2 Explain how to adapt to your audience and develop an effective opening, body, and close for a presentation. To adapt to your audience, assess your audience’s size and the venue (in person or online); your subject, purpose, and budget; and the time available for preparation and allotted for your presentation. Determine whether you need to adjust your presentation or engage an interpreter when addressing audiences from other cultures, and assess the speci�ic circumstances in which you’ll be making your presentation.

You rarely write out a presentation in full, but plan your word and phrase choices so you can speak in a way that delivers planned messages in a spontaneous way. This step also includes creating whatever visual support materials you plan to use.

An effective introduction arouses audience interest in your topic, builds your credibility, and gives your audience a preview of your message. If your topic doesn’t naturally interest the audience, you need to work extra hard in your introduction (and throughout the presentation) to relate the material to the audience in as personal a manner as possible. If you can’t demonstrate credibility in your subject area, you can “borrow” credibility from recognized experts by incorporating their insights and opinions into your presentation (giving proper credit, of course). Previewing your message in the introduction helps the audience members recognize the importance of your material and gives them a chance to prepare for it by understanding how you plan to present it.

The bulk of your speech or presentation is devoted to a discussion of the main supporting points from your outline. Throughout the body of your talk, take care to connect your supporting points so that listeners can follow your thinking. Also work to hold your audience’s attention by relating your subject to their needs, anticipating their questions, using clear and vivid language, relating your subject to familiar ideas, asking for questions or comments, and illustrating your ideas with visuals.

The close of a speech or presentation has two critical jobs to accomplish: making sure your listeners leave with the key points from your talk clear in their minds and in the appropriate emotional state.

3 Discuss �ive steps for delivering a successful presentation. First, choose the best delivery method, which is speaking naturally and spontaneously from notes or a speaking outline in nearly all instances. Second, practice until you can deliver your material naturally, without reading your slides. Third, prepare to speak by making sure that your location is ready, you have everything you’ll need, and you’re prepared to address audiences from other cultures, if that applies. Fourth, work to overcome anxiety before and during your presentation by letting go of worrying about being perfect, preparing more material than necessary, visualizing your success, remembering to breathe, being ready with your opening line, making yourself comfortable, taking a three-second break if you sense that you’re starting to race, concentrating on your message and your audience rather than on yourself, maintaining eye contact with friendly audience members, and keeping going even if you stumble. Fifth, handle questions responsively by determining whether you can set boundaries for the Q&A period, prepare answers to potential questions, pay attention to nonverbal signals, be sure to respond to all questions, don’t let questioners take control of the presentation, face hostile questions head-on without getting defensive, and alert the audience when the Q&A period is almost over.

4 Explain the growing importance of the backchannel in presentations, and list six steps for giving effective presentations online. The backchannel is a parallel conversation taking place among audience members and other interested parties using Twitter and other media. To take advantage of the backchannel, you can integrate social media into your presentation, monitor and ask for feedback, review point by point comments to improve your presentation, automatically tweet key points from your presentation while you speak, and establish expectations with the audience.

To ensure a successful online presentation, consider sending preview materials ahead of time, keep your content and presentation as simple as possible, ask for feedback frequently, consider the viewing experience from the audience’s side, and give participants time to get connected.

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Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

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16-1. What skills do business presentations give you the opportunity to practice and demonstrate? [LO-1]

16-2. What are the two most common purposes for giving presentations? [LO-1]

16-3. How do linear and nonlinear presentations differ? [LO-1]

16-4. How can outlines help you with the writing and delivery of a presentation? [LO-1]

16-5. How can you get and keep the audience’s attention? [LO-2]

16-6. How does the delivery method of impromptu speaking differ from the delivery method of speaking from notes? [LO-3]

16-7. As a speaker, what nonverbal signals can you send to appear more con�ident? [LO-3]

16-8. What can speakers do to maintain control during the question-and-answer period of a presentation? [LO-3]

16-9. What is the backchannel? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

16-10. You just gave an in-depth presentation on the company’s new marketing programs, intended for the specialists in the marketing department. The marketing manager then asked you to give a shorter version of the presentation to the company’s top executives. Generally speaking, how should you modify the scope of your presentation for this new audience? [LO-1], [LO-2]

16-11. What role can entertainment play in an effective presentation? [LO-2] 16-12. If you’re worried about forgetting your key message points, should you write them out and read them during your presentation? Why or why not? [LO-

3] 16-13. Letting go of the idea that you have to be perfect can reduce your anxiety before a presentation. However, is it possible to create ethical problems by

being too relaxed about your message and your performance? Explain your answer. [LO-3] 16-14. What are the possible consequences of ignoring the backchannel during a presentation to a public audience (such as at a convention)? [LO-4]

Practice Your Skills Messages for Analysis

16-15. Message 16.A: Analyzing the Structure of a Presentation [LO-1] Find the transcript of a business-oriented speech or presentation by searching online for “speech transcription” or “presentation transcription.” You can also browse the American Rhetoric website, which has thousands of transcriptions from speeches on a variety of subjects. Examine both the introduction and the close and analyze how these two sections work together to emphasize the main idea. Does the speaker want the audience to take any speci�ic actions? To change any particular beliefs or feelings?

Next, identify the transitional sentences or phrases that clarify the speech’s structure for the listener, especially those that help the speaker shift between supporting points. Using these transitions as clues, list the main message and supporting points; then indicate how each transitional phrase links the current supporting point to the succeeding one. Finally, prepare a brief (two- to three-minute) oral presentation summarizing your analysis for your class.

16-16. Message 16.B: Did the Introduction Get Your Attention? [LO-2] To access this message, visit http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) , click on Student Assignments, and select Chapter 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) , Message 16.B. Download and listen to this podcast, which is the introduction of a presentation to college seniors. Identify at least two techniques the speaker uses to try to grab your attention.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

16-17. Presentations: Planning and Developing [LO-1], [LO-2] With a team of three other students, prepare a detailed outline (including descriptions of any visuals you would plan to use) for a 10-minute presentation on the advantages of attending your college or university. The presentation would be delivered by someone from the admissions of�ice, and the audience would be visiting high school students and their family members. After completing the outline together, each team member should individually develop a 60-second introduction to the presentation. Meet again, have each team member give his or her introduction, and then discuss which was most effective and why. Be prepared to discuss your conclusion with the class.

Presentations: Planning and Developing [LO-1], [LO-2] Choose a topic from this list and prepare a brief speech or presentation (5-10 minutes), with or without visuals, as your instructor indicates.

16-18. What I expected to learn in this course—and what I have learned 16-19. Past public speaking experiences: the good, the bad, and the ugly 16-20. I would be good at teaching _____. 16-21. I am afraid of _____. 16-22. It’s easy for me to ______. 16-23. I get angry when ______. 16-24. I am happiest when I _____.

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16-25. People would be surprised if they knew that I ______. 16-26. My favorite older person 16-27. My favorite charity 16-28. My favorite place 16-29. My favorite sport 16-30. My favorite store 16-31. My favorite television show 16-32. The town you live in suffers from a great deal of juvenile vandalism. Explain to a group of community members why juvenile recreational facilities

should be built instead of a juvenile detention complex. 16-33. You are speaking to the Humane Society. Support or oppose the use of animals for medical research purposes. 16-34. You are talking to civic leaders of your community. Try to convince them to build an art gallery. 16-35. You are speaking to a �irst-grade class at an elementary school. Explain why they should brush their teeth after meals. 16-36. You are speaking to a group of traveling salespeople. Convince them they should wear their seatbelts while driving. 16-37. You are speaking to a group of elderly people. Convince them to adopt an exercise program. 16-38. Energy issues (supply, conservation, alternative sources, national security, global warming, pollution, etc.) 16-39. Financial issues (banking, investing, family �inances, etc.) 16-40. Government (domestic policy, foreign policy, social security taxes, welfare, etc.) 16-41. Interesting new technologies (virtual reality, geographic information systems, nanotechnology, bioengineering, etc.) 16-42. Politics (political parties, elections, legislative bodies and legislation, the presidency, etc.) 16-43. Sports (amateur and professional, baseball, football, golf, hang gliding, hockey, rock climbing, tennis, etc.) 16-44. Presentations: Planning, Developing, and Delivering [LO-1], [LO-2], [LO-3] Identify a company whose prospects look bright over the next few years

because of highly competitive products, strong leadership, fundamental changes in the market, or any other signi�icant reason. Prepare a �ive-minute speech, without visuals, explaining why you think this company is going to do well in the near future.

16-45. Presentations: Mastering Delivery [LO-3] Watch any talk that interests you at the TED website and compare the speaker’s delivery with this chapter’s “Checklist: Developing Oral and Online Presentations.” Write a two-page report, analyzing the speaker’s performance and suggesting improvements.

16-46. Presentations: Mastering Delivery; Communication Ethics: Making Ethical Choices [LO-3], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01)

Think again about the presentation you observed and analyzed in the previous exercise. How could the speaker have used nonverbal signals to unethically manipulate the audience’s attitudes or actions?

16-47. Presentations: Using the Backchannel; Collaboration: Team Projects [LO-4], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) In a team of six students, develop a 15-minute slide presentation on any topic that interests you. Nominate one person to give the presentation; the other �ive will participate via a Twitter backchannel. Set up private Twitter accounts if your class doesn’t already use them, and create a hashtag that everyone on the team can follow using TweetDeck or a similar tool. During the presentation, the �ive audience members should tweet comments and questions, and the presenter can take a Twitter break partway through to respond to backchannel messages. Be ready to discuss your experience with the entire class.

Expand Your Skills Critique the Professionals

Find a product demonstration video on YouTube for any product that is appropriate to discuss in class. (Find a video that is at least two minutes long and was produced by the company that makes the product, not by a customer or other outside party.) Study the effectiveness of the demonstration, including the use of visuals, the presenter’s speech and mannerisms. Did you �ind the demonstration compelling? Why or why not? If not, what would’ve made it more compelling? Using whatever medium your instructor requests, write a brief summary of your analysis. Be sure to include a link to the video.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on public speaking or presentations in business. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

16-48. What three goals should you accomplish during the introduction of a presentation? [LO-2] 16-49. Why do you have to limit your scope when planning a presentation? [LO-1]

Endnotes 1. John Bowe, “Funny Money,” New York Times, 30 December 2010, www.nytimes.com (http://www.nytimes.com) ; Stephanie Palmer Taxy, Good in a Room website, accessed 13 March 2011, www.goodinaroom.com (http://www.goodinaroom.com) ; Mike Fleming, “A Banner Day for Two Former Assistants,” Deadline Hollywood, 20 January 2011, www.deadline.com (http://www.deadline.com) .

2. Nancy Duarte, Slide:ology: The Art and Science of Creating Great Presentations (Sebastopol, Calif.: O’Reilly Media, 2008), 13.

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3. Amber Naslund, “Twebinar: GE’s Tweetsquad,” 4 August 2009, www.radian6.com/blog (http://www.radian6.com/blog) .

4. “Get Started with Prezi,” Prezi website, accessed 2 May 2014, https://prezi.com (https://prezi.com) .

5. Adam Noar, “PowerPoint vs. Prezi: What’s the Difference?” Presentation Panda blog, 21 February 2012, http://presentationpanda.com (http://presentationpanda.com) .

6. Irwin Pollack, “Don’t Just Give Presentations, Impact Your Audience,” Fort Worth Business Press, 1 May 2006, 10.

7. Carmine Gallo, “How to Deliver a Presentation Under Pressure,” BusinessWeek online, 18 September 2008, www.businessweek.com (http://www.businessweek.com) .

8. Sarah Lary and Karen Pruente, “Powerless Point: Common PowerPoint Mistakes to Avoid,” Public Relations Tactics, February 2004, 28.

9. Garr Reynolds, Presentation Zen: Simple Ideas on Presentation Design and Delivery (Berkeley, Calif.: New Riders, 2008), 39–42.

10. Reynolds, Presentation Zen, 66.

11. Reynolds, Presentation Zen, 39–42.

12. Sherwyn P. Morreale and Courtland L. Bovée, Excellence in Public Speaking (Fort Worth, Tex.: Harcourt Brace College Publishers, 1998), 234–237.

13. John Windsor, “Presenting Smart: Keeping the Goal in Sight,” Presentations, 6 March 2008, www.presentations.com (http://www.presentations.com) .

14. Morreale and Bovée, Excellence in Public Speaking, 241–243.

15. Adapted from Eric J. Adams, “Management Focus: User-Friendly Presentation Software,” World Trade, March 1995, 92.

16. Carmine Gallo, “Grab Your Audience Fast,” BusinessWeek, 13 September 2006, 19.

17. Walter Kiechel III, “How to Give a Speech,” Fortune, 8 June 1987, 180.

18. Communication and Leadership Program (Santa Ana, Calif.: Toastmasters International, 1980), 44, 45.

19. Bowe, “Funny Money.”

20. Steve Adubato, “Throw Away That Script, Use an Outline Instead,” NJBiz, 23 October 2006, 17.

21. Cheryl Wiles, “Impromptu Speaking,” Harvard Management Communication Letter, December 2001, 7–8.

22. Richard Zeoli, “The Seven Things You Must Know About Public Speaking,” Forbes, 3 June 2009, www.forbes.com (http://www.forbes.com) ; Morreale and Bovée, Excellence in Public Speaking, 24–25.

23. Jennifer Rotondo and Mike Rotondo Jr., Presentation Skills for Managers (New York: McGraw-Hill, 2002), 9.

24. Judy Linscott, “Getting On and Off the Podium,” Savvy, October 1985, 44.

25. Iris R. Johnson, “Before You Approach the Podium,” MW, January–February 1989, 7.

26. “Advice from a Voice Coach: Say It and Sell It,” Presentations, 6 November 2006, www.presentations.com (http://www.presentations.com) .

27. Rick Gilbert, “Presentation Advice for Boardroom Success,” Financial Executive, September 2005, 12.

28. Rotondo and Rotondo, Presentation Skills for Managers, 151.

29. Teresa Brady, “Fielding Abrasive Questions During Presentations,” Supervisory Management, February 1993, 6.

30. Robert L. Montgomery, “Listening on Your Feet,” The Toastmaster, July 1987, 14–15.

31. Cliff Atkinson, The Backchannel (Berkeley, Calif.: New Riders, 2010), 17.

32. Atkinson, The Backchannel, 51, 68–73.

33. Olivia Mitchell, “10 Tools for Presenting with Twitter,” Speaking About Presenting blog, 3 November 2009, www.speakingabout-presenting.com (http://www.speakingabout-presenting.com) ; Atkinson, The Backchannel, 51, 68–73, 99.

34. SlideShare website, accessed 3 August 2010, www.slideshare.net (http://www.slideshare.net) .

35. Geoffrey James, “How to Give an Online Presentation,” BNET, 23 February 2011, www.bnet.com (http://www.bnet.com) .

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Restraint, simplicity, and naturalness are some of the key elements of Zen-inspired design. Garr Reynolds, author of Presentation Zen and a popular blog of the same name, advises presenters to adopt these principles in the design and delivery of slide presentations.

17 Enhancing Presentations with Slides and Other Visuals LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Explain the role of visuals in business presentations, and list the types of visuals commonly used 2 Explain the difference between structured and free-form slides, and suggest when each design strategy is more appropriate 3 Outline the decisions involved in using a key visual and selecting color, artwork, and typefaces to create effective slide designs 4 Explain how to create effective slide content 5 Explain the role of navigation slides, support slides, and handouts

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COMMUNICATION CLOSE-UP AT Presentation Zen

Presentation expert Garr Reynolds has devoted much of his career to attacking a persistent problem in business communication: dull, mind-numbing presentations that exhaust and overload the audience. Reynolds, an American who has lived, worked, and taught in Japan for many years, believes the solution to better presentations lies in adapting some of the principles of the Zen school of Buddhism. However, it isn’t the spiritual practices of Zen he wants to infuse into presentations, but rather some of the overall approach and aesthetic sense of Zen—particularly the three principles of restraint, simplicity, and naturalness. His approach re�lects these ideals through restrained preparation, simple designs, and natural delivery.

Most people can grasp the notions of restraint and naturalness, but simplicity is sometimes misunderstood. From a design and communication perspective, simplicity is not about “dumbing down” but rather about rising up—rising above the details and stripping away the distractions to focus on the essential elements of an idea or a problem. This approach to design leads to slides that look dramatically different from conventional presentation slides.

Reynolds’s advice for restrained preparation starts with walking away from your computer and planning a presentation with just a notepad and a pen or pencil. This low-tech approach to planning offers several advantages. First, it helps you avoid falling into the trap of thinking that your slides are the presentation. The message is the heart of your presentation, and slides are simply one possible medium for expressing that message. Moreover, starting away from your computer is a good reminder that a presentation, even one with dazzling multimedia and special effects, is still a speech or a conversation that is supported by visuals. In other words, it involves primarily an oral medium, not an electronic medium.

Second, by �iguring out your message before �iring up your presentation software, you’re not mentally locked into the single medium of electronic slides. With insight into audience needs and a well-de�ined message in place, you can then consider all your options and select whatever combination of media is best for the situation. You might discover, for example, that getting your listeners involved would help build consensus for your message. By incorporating another medium, such as �lip charts or a whiteboard, you can record questions and suggestions from the audience during a few minutes of brainstorming.

Third, presentation software has so many features and functions that you can easily get caught up in these “bells and whistles” and thereby lose sight of your audience and lose track of your purpose. By having a clear, audience-focused message in mind before you start creating slides, you can focus on building effective slides to carry your message.

This restrained, audience-focused planning promotes Reynolds’s next goal: simple, uncluttered slides. You will often �ind that the simplest way to convey a given message point is also the most effective. A few carefully chosen words, sometimes with a compelling image but sometimes without, are usually all you need to support the spoken message you will share at that moment in the presentation. To keep viewers focused on your message, avoid distracting them with anything that does not support that message.

In turn, simple slides with few words can encourage a more natural delivery by forcing you out from behind your slides, so to speak. If your slides are packed with every detail of your presentation, you can wind up being a bystander at your own presentation as both you and the audience read all that information. In contrast, if you know your material and you’ve practiced thoroughly, you will be able to speak much more �luidly and naturally, without relying on your slides. The result will be much more like a natural conversation, in which the connection is between you and your audience, not between your audience and your slides.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note1)

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1 LEARNING OBJECTIVE Explain the role of visuals in business presentations, and list the types of visuals commonly used.

17.1 Planning Your Presentation Visuals By following the three-step development process in Chapter 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) , you’ll have a well- crafted, audience-focused message. The techniques in this chapter, which re�lect the advice offered by experts such as Garr Reynolds (pro�iled in the chapter- opening Communication Close-Up), will help you enhance the delivery of that message with creative and effective visuals.

Visuals can improve the quality and impact of any presentation by creating interest, illustrating points that are dif�icult to explain with words alone, adding variety, and increasing the audience’s ability to absorb and remember information. Behavioral research has shown that visuals can improve learning by up to 400 percent because humans can process visuals 60,000 times faster than text.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note2)

For all the communication power of visuals, however, don’t make the mistake of thinking that your visuals are your presentation. Particularly when using software such as Prezi or Microsoft PowerPoint, communicators sometimes fall into the trap of letting the visuals take center stage. Remember that your message is the presentation, not your visuals; your visuals are there to help support and clarify what you have to say.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note3)

Remember that the purpose of visuals is to support your spoken message, not replace it.

SELECTING THE TYPE OF VISUALS TO USE You can select from a variety of visuals to enhance presentations, each with unique advantages and disadvantages:

Prezis. Chapter 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) discusses the differences between linear and nonlinear presentations, with Prezi as the dominant example of nonlinear presentations. The biggest advantages of Prezis are �lexibility (both in how you structure your visuals and in how you access them during your presentation), the ability to incorporate video and other media elements, and a more dynamic look and feel than conventional slide shows. The potential disadvantages of Prezi include fewer design options, the chance of viewers “losing the plot” as the presenter jumps from topic to topic, and the possibility of viewers feeling dizzy or even getting motion sickness if zooming is overused.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note4)

Presentation slides and Prezis are the most common visual supports for presentations, but other visuals are available as well.

Slides. Slides created with PowerPoint or similar programs have a number of advantages: They are easy to create and edit (at least for simple slides), designs are easy to customize, and slides are easy to incorporate into online meetings and webcasts. The biggest potential disadvantage of slides is the linear nature of the presentation. Changing the �low of the presentation or jumping to speci�ic slides is more dif�icult in presentation software than it is with a Prezi. Note that for both Prezi and slide software, the disadvantages people sometimes mention are usually a result of how the tools are used, rather than limitations in the software itself.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

Give your audience “soft breaks” to keep them alert and engaged

Breaking up a presentation with videos and other elements gives viewers a chance to mentally reset. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Overhead transparencies. Overhead transparencies are the very de�inition of old school, but they do have advantages. They can be created with nothing more than a marking pen, they don’t require the latest computer or projection equipment, you can write on them during a presentation, and they never malfunction. On the downside, they’re limited to static displays, they’re virtually impossible to edit once you’ve printed them, you need to have the right equipment, and you or a partner must stand next to the projector throughout the entire presentation.

Chalkboards and whiteboards. Chalkboards and whiteboards are effective tools for recording points made during small-group sessions. With digital whiteboards, you can print, save, and share copies of whatever is written, too.

Flip charts. Flip charts are another dependable low-tech tool for meetings and presentations. They are great for recording comments and questions during a presentation or for creating a “group memory” during brainstorming sessions, keeping track of all the ideas the team generates.

MOBILE APPS

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With Apple Keynote, you can create and deliver presentations on your iOS mobile devices.

Other visuals. Be creative when choosing visuals to support your presentation. A video of a focus group talking about your company can have a lot more impact than a series of text slides that summarize what the group said. In technical or scienti�ic presentations, a sample of a product or material lets your audience experience your subject directly. Designers and architects use mock-ups and models to help people envision what a �inal creation will look like. You might also want to incorporate other software in your presentation, such as a live spreadsheet to show �inancial data or a computer-aided design program to show a new product’s design. If you’re demonstrating the use of a software program, you can create a screencast that shows the software in action. Screencasting software also lets you add on-screen annotations and record an audio track to explain what is happening on-screen.

This chapter focuses on slide presentations, although most of these design tips apply to other visuals as well.

VERIFYING YOUR DESIGN PLANS After you have chosen the medium or media for your visuals, think through your presentation plan carefully before you start creating anything. Make sure the message drives the visuals, not the other way around. Discerning audience members—the sort of people who can in�luence the direction of your career—are not easily fooled by visual razzle-dazzle. If your analysis is shaky or your conclusions are suspect, an over-the-top visual production won’t help your presentation succeed. Review the plan for each visual and ask yourself how it will help your audience understand and appreciate your message.

Think through your presentation outline carefully before designing your visuals.

Next, make sure your presentation style is appropriate for the subject matter, the audience, and the setting (see Figure 17.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec1#ch17�ig1) on the next page). Take the time to double-check any cultural assumptions that might be inappropriate. Are you highlighting with a color that has negative emotional connotations in your audience’s culture? Would your materials be too playful for a serious audience? Too serious for an audience that values creativity?

When it comes time to make design choices, from selecting fonts to deciding whether to include a photo, remember the advice from Chapter 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) and designers such as Garr Reynolds: Let simplicity be your guide. Doing so has several advantages. First, creating simple materials often takes less time, and time is the most precious commodity in today’s business environment. Second, simple visuals reduce the chances of distraction and misinterpretation. Third, the more complex your presentation, the more likely something might go wrong.

Figure 17.1 Presentation Style

Presentation software makes it easy to create an endless variety of visual styles. Compare the staid, “quiet” style on the left with the more dynamic style on the right.

Finally, use your time wisely. Presentation software seems to encourage experimentation and �iddling around with details and special effects, which can eat up hours of time you probably don’t have. Based on your audience and situation, decide up front how much visual design is suf�icient for your purpose and then stop when you get there. Use the time you’ll save to rehearse your presentation—practice is far more important than minor design issues on your slides.

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2 LEARNING OBJECTIVE Explain the difference between structured and free-form slides, and suggest when each design strategy is more appropriate.

17.2 Choosing Structured or Free-Form Slides The most important design choice you face when creating slides is whether to use conventional structured slides (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term6) or the looser, free-form slides (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term2) that many presentation specialists now advocate. Compare the two rows of slides in Figure 17.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec4#ch17�ig2) . The structured slides in the top row follow the same basic format throughout the presentation; in fact, they’re based directly on the templates built into PowerPoint, which tend to feature lots of bullet points.

Structured slides are usually based on templates that give all the slides in a presentation the same general look.

The free-form slides in the bottom row don’t follow a rigid structure. However, choosing a free-form design strategy does not mean you should just randomly change the design from one slide to the next. Effectively designed slides should still be uni�ied by design elements such as color and typeface selections, as Figures 17.2c (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec4#ch17�ig2) and 17.2d (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec4#ch17�ig2) show. Also, note how Figure 17.2d (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec4#ch17�ig2) combines visual and textual messages to convey the point about listening without criticizing. This complementary approach of pictures and words is a highlight of free-form design.

Free-form slides typically don’t follow any set design plan but are uni�ied by color and other elements.

ADVANTAGES AND DISADVANTAGES OF STRUCTURED SLIDES Structured slides have the advantage of being easy to create; you simply choose an overall design scheme for the presentation, select a template for a new slide, and start typing. If you’re in a schedule crunch, going the structured route might save the day because at least you’ll have something ready to show. Given the speed and ease of creating them, structured slides can be a more practical choice for routine presentations such as project status updates.

Structured slides are usually the best choice for project updates and other routine information presentations, particularly if the slides are intended to be used only once.

Also, because more information can usually be packed on each slide, carefully designed structured slides can be more effective at conveying complex ideas or sets of interrelated data to the right audiences. For example, if you are talking to a group of executives who must decide where to make budget cuts across the company’s eight divisions, at some point in the presentation they will probably want to see summary data for all eight divisions on a single slide for easy comparison. Such a slide would be overcrowded by the usual de�inition, but this might be the only practical way to get a “big picture” view of the situation. (The best solution is probably some high-level, summary slides supported by a detailed handout, as “Creating Effective Handouts” on page 473 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#page_473) explains.)

Figure 17.2 Structured Versus Free-Form Slide Design

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Compare the rigid, predictable design of the two slides in the top row with the free-form designs in the bottom row. Although the two free-form slides don’t follow the same design structure, they are visually linked by color and font choices. As you compare these two styles, you can imagine how the free-form designs will require more slides to cover the same subject and require the speaker to convey more of the message.

(Note that Figure 17.2d is a lighthearted but effective way of conveying the �irst bullet point in Figure 17.2b.)

The primary disadvantage of structured design is that mind-numbing effect Garr Reynolds describes, caused by text-heavy slides that all look alike. Slide after slide of dense, highly structured bullet points with no visual relief can put an audience to sleep.

Structured slide designs, which can lead to screen after screen of identical-looking bullet points, can be boring and overwhelming.

ADVANTAGES AND DISADVANTAGES OF FREE-FORM SLIDES Free-form slide designs can overcome the drawbacks of text-heavy structured design. Such slides can ful�ill three criteria researchers have identi�ied as important for successful presentations: (1) providing complementary information through both textual and visual means; (2) limiting the amount of information delivered at any one time to prevent cognitive overload; and (3) helping viewers process information by identifying priorities and connections, such as by highlighting the most important data points in a graph.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note5) (Of course, well-designed structured slides can also meet these criteria, but the constraints of prebuilt templates make doing so more of a challenge.)

Well-designed free-form slides help viewers understand, process, and remember the speaker’s message while keeping the focus on what the speaker is saying.

With appropriate imagery and thoughtful design, free-form designs can also create a more dynamic and engaging experience for the audience. Given their ability to excite and engage, free-form designs are particularly good for motivational, educational, and persuasive presentations—particularly when the slides will be used multiple times and therefore compensate for the extra time and effort required to create them. By taking advantage of the animation capabilities in PowerPoint or Keynote, it is also possible to create some of the dynamic, �lowing feel of a Prezi.

A key disadvantage of free-form slide designs is the time and effort that can be required to create them.

Free-form slides have several potential disadvantages, however. First, effectively designing slides with both visual and textual elements is more creatively demanding and more time consuming than simply typing text into preformatted templates. The emphasis on visual content also requires more images, which take time to �ind.

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Second, because far less textual information tends to be displayed on screen, the speaker is responsible for conveying more of the content. Ideally, of course, this is how a presentation should work, but presenters sometimes �ind themselves in less than ideal circumstances, such as being asked to �ill in for a colleague on short notice.

Third, if not handled carefully, the division of information into smaller chunks can make it dif�icult to present complex subjects in a cohesive, integrated manner. For instance, if you’re discussing a business problem that has �ive interrelated causes, it might be helpful to insert a conventional bullet-point slide as a summary and reminder after discussing each problem on its own.

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3 LEARNING OBJECTIVE Outline the decisions involved in using a key visual and selecting color, artwork, and typefaces to create effective slide designs.

17.3 Designing Effective Slides Despite complaints about “death by PowerPoint,” the problem is not with that software itself (or with Apple Keynote or any other presentation program). The software is just a tool and, like other tools, can be used well or poorly. Unfortunately, lack of design awareness, inadequate training, schedule pressures, and the instinctive response of doing things the way they’ve always been done can lead to ineffective slides and lost opportunities to really connect with audiences.

Another reason for ineffective slides is the practice of treating slide sets as standalone documents that can be read on their own, without a presenter. (The emergence of websites such as SlideShare might be contributing to this problem, too, by making it so easy to share slide sets.) These “slideument” hybrids that try to function as both presentation visuals and printed documents don’t work well as either: They often have too much information to be effective visuals and too little to be effective reports (in addition to being clumsy to read).

“Death by PowerPoint” is a common complaint; however, the problem isn’t with the tools but how they are used.

As the section “Creating Effective Handouts” on page 473 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#page_473) explains, the ideal solution is to create an effective slide set and a separate handout document that provides additional details and supporting information. This way, you can optimize each piece to do the job it is really meant to do. An alternative is to use the notes �ield in your presentation software to include your speaking notes for each slide. Anyone who gets a copy of your slides can at least follow along by reading your notes, although you will probably need to edit and expand them to make them understandable by others.

“Slideuments” are hybrids that try to function as both presentation slides and printed documents—and often fail at both tasks.

However, if creating slideuments is your only option for some reason, be sure to emphasize clarity and simplicity. If you have to add more slides to avoid packing individual slides with too much text, by all means do so. Having a larger number of simpler slides is a better compromise all around than having a smaller number of jam-packed slides. Remember that the primary purpose of the slides is supporting your presentation, so make sure your slides work well for that purpose.

The ideal solution for many presentations is an effective set of slides and a complementary handout.

If you must create a slideument, make the slides as simple and clear as possible.

DESIGNING SLIDES AROUND A KEY VISUAL

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With both structured and free-form design strategies, it is often helpful to structure speci�ic slides around a key visual that helps organize and explain the points you are trying to make. For example, a pyramid suggests a hierarchical relationship, and a circular �low diagram emphasizes that the �inal stage in a process loops back to the beginning of the process. Figure 17.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec7#ch17�ig3) shows six of the many types of visual designs you can use to organize information on a slide.

Figure 17.3 Using a Key Visual to Organize Points on a Slide

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Simple graphical elements such as these “SmartArt” images in Microsoft PowerPoint make it easy to organize slide content using a key visual. Whether you’re trying to convey the relationship of ideas in a hierarchy, a linear process, a circular process, or just about any other con�iguration, a key visual can work in tandem with your written and spoken messages to help audiences get your message.

Organizing a slide around a key visual can help the audience quickly grasp how ideas are related.

SELECTING DESIGN ELEMENTS As you design and create slides, always keep the audience’s experience in mind: What will it be like to view this slide while listening to a speaker? Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) highlights six principles of effective design: consistency, contrast, balance, emphasis, convention, and simplicity. Pay close attention to these principles as you select the design elements for your slides (covered in this section) and create content for each slide (covered in the following section).

To design effective slides, remember the six principles of effective design: consistency, contrast, balance, emphasis, convention, and simplicity (review Chapter 9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch09#ch09) for a refresher).

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Color

Color is a critical design element, far more than mere decoration. It grabs the viewer’s attention, emphasizes important ideas, creates contrast, and isolates slide elements. Color sends a powerful nonverbal message, too, whether it’s elegance, technical sophistication, �iscal prudence, or hipster trendiness. You can study this effect as you view various websites or advertisements, for instance. A palette of cool grays and blues “says” something different than a palette of warm oranges and browns, which says something different than a palette of hot pink and lime green.

TABLE 17.1 Color and Emotion

Color Emotional Associations (for U.S. audiences) Best Uses

Blue Peaceful, soothing, tranquil, cool, trusting Background for electronic business presentations (usually dark blue); safe andconservative

White Neutral, innocent, pure, wise Font color of choice for most electronic business presentations with a dark background

Yellow Warm, bright, cheerful, enthusiastic Text bullets and subheadings with a dark background

Red Passionate, dangerous, active, painful For promoting action or stimulating the audience; seldom used as a background (“in thered” speci�ically refers to �inancial losses)

Green Assertive, prosperous, envious, relaxed Highlight and accent color (green symbolizes money in the United States but not in othercountries) Source: Claudyne Wilder and David Fine, Point, Click & Wow (San Francisco: Jossey-Bass Pfeiffer, 1996), 63, 527.

Color is much more than mere decoration: It provides emphasis, isolation, and contrast; it increases readability and retention; it sends powerful nonverbal signals; and it can stimulate desired emotional responses.

Color can also play a key role in the overall acceptance of your message. Research shows that color visuals can account for 60 percent of an audience’s acceptance or rejection of an idea. Color can increase willingness to read by up to 80 percent, and it can enhance learning and improve retention by more than 75 percent.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note6)

Your color choices can also stimulate various emotions, as Table 17.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec7#ch17tab1) suggests. For instance, if you want to excite your audience, add some warm colors, such as red and orange, to your slides. If you want to achieve a more relaxed and receptive environment, blue is a better choice.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note7) Remember, color may have a different meaning in certain cultures, so if you are creating slides for international audiences, research those cultural differences.

When selecting color, limit your choices to a few compatible ones and keep in mind that some colors work better together than others. Contrasting colors, for example, increase readability, so when selecting colors for backgrounds, titles, and text, avoid choosing those that are close in hue, such as brown on green or blue on purple.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note8) If you’ll be presenting in a dark room, use dark colors such as blue for the background, a midrange of brightness for illustrations, and light colors for text. If you are presenting in well-lit rooms, reverse the colors: Use light colors for the background and dark colors for text. If you have some reason to change colors between slides, don’t switch back and forth from very dark to very bright; the effect is jarring to the audience’s eyes.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note9)

Artwork

Every slide has two layers or levels of visual elements: the background and foreground. The background is the equivalent of paper in a printed report and often stays the same from slide to slide, particularly with structured designs. The foreground contains the unique text and graphic elements that make up each individual slide.

The background should stay in the background, not compete with the foreground.

Generally speaking, the less your background does, the better. As presentation designer Nancy Duarte explains, the background “should be open, spacious, and simple.”10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note10) Cluttered or �lashy backgrounds tend to distract from your message. The background needs to stay in the background; it shouldn’t compete with the foreground elements. Be careful when using the design templates that come with your software. Many have backgrounds that are too busy, and some are too playful for business use. Bear in mind that you don’t need to use a background at all, other than perhaps a solid color to set type and images against.

Artwork can be either decorative or functional; use decorative artwork only if it supports the message of the slide in question.

In the background, all artwork is essentially decorative. In the foreground, artwork can be either functional or decorative. Functional artwork includes photos, technical drawings, charts, and other visual elements containing information that is part of your message. In contrast, decorative artwork doesn’t deliver textual or numerical information, and it may or may not be helpful. Decorative artwork can be helpful if it establishes an appropriate emotional tone or ampli�ies the message of a slide, partly because simple, high-impact images are easier to remember than text.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note11) However, decorative artwork is unhelpful if it doesn’t add value, is off topic, conveys

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an unprofessional image, or pulls viewer attention away from the essential elements on a slide (see Figure 17.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec7#ch17�ig4) ). Decorative artwork is usually the least important element of any slide, but it often causes the most trouble. Clip art, collections of drawings you can insert in slides and other documents, is probably the biggest troublemaker of them all. You can �ind thousands of pieces of free clip art in presentation software or online, but few of them have any information value, and many give your slides an unprofessional, cartoony appearance.

Figure 17.4 Effective and Ineffective Artwork

Slide artwork can carry your message, support your message, or totally get in the way. Figure 17.4a could be an effective way to introduce a talk about teamwork, with one ant helping its “teamwork” out of a tough spot. If this image were created using clip art, it would probably be too cartoony for a professional presentation. However, this image has a sophisticated, almost elegant, look in spite of the fact that it features ants. The slide in Figure 17.4b is a disaster. The visual confusion created by the clutter and mixed styles of artwork will distract the audience and obscure the message.

Typefaces and Type Styles

When selecting typefaces and type styles for slides, follow these guidelines:

Avoid script or decorative typefaces, except for limited, special uses.

Use serif typefaces with care and only with larger text.

Limit the number of typefaces to one or two per slide.

When using thinner typefaces, use boldface so that letters don’t disappear on screen.

Avoid most italicized type; it is usually dif�icult to read when projected.

Avoid all-capitalized words and phrases.

Allow extra white space between lines of text.

Be consistent with typefaces, type styles, colors, and sizes.

Many of the typefaces available on your computer are dif�icult to read when projected, so they aren’t good choices for presentation slides.

When selecting type sizes, consider the room(s) in which you’ll be presenting. The farther the audience is from the screen, the larger your type must be in order to be readable from everywhere in the room. Venture capitalist and investor Guy Kawasaki (see page 391 (ch15.xhtml#page_391) ), who has sat through hundreds and hundreds of presentations, suggests using no type smaller than 30 points. Doing so not only ensures readable slides but forces you to distill every idea down to its essential core, simply because you won’t have room to be wordy.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note12)

After you have selected your fonts and type styles, test them for readability by viewing sample slides from your audience’s viewing location. If you don’t have access to the conference room, a clever way to test readability at your computer is to stand back as many feet from the screen as your screen size in inches (17 feet for a 17-inch screen, for example). If the slides are readable at this distance, you’re probably in good shape.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note13)

MAINTAINING DESIGN CONSISTENCY Audiences start to assign meaning to visual elements beginning with your �irst slide. For instance, if the �irst slide presents the most important information in dark red, 36-point, Arial typeface, your audience will expect the same type treatment for the most important information on the remaining slides as well. Don’t force viewers to repeatedly �igure out the meaning of design elements by making arbitrary changes from slide to slide.

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Fortunately, presentation software makes consistency easy to achieve, particularly for structured slide designs. You simply adjust the slide master using the colors, fonts, and other design elements you’ve chosen; these choices will then automatically show up on every slide in the presentation. In addition, you can maintain consistency by choosing a prede�ined layout from those available in your software—which helps ensure that bulleted lists, charts, graphics, and other elements show up in predictable places on each slide. Something as simple as switching from a single column of bullet points to two columns can cause problems for readers as they try to �igure out the meaning of the new arrangement. The less work readers have to do to interpret your slide designs, the more attention they can pay to your message.

Design inconsistencies confuse and annoy audiences; don’t change colors and other design elements randomly throughout your presentation.

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4 LEARNING OBJECTIVE Explain how to create effective slide content.

17.4 Creating Effective Slide Content With some design fundamentals in mind, you’re ready to create the textual and visual content for your slides. For every slide, remember to watch out for information overload. When slides have too much content—textual, visual, or both—particularly for several slides in a row, viewers can’t process the incoming information fast enough to make sense of it and eventually tune out. Keep your slides clear and easy to grasp, and pace the �low of information at a speed that lets people connect your ideas from one slide to the next.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note14)

No matter which design strategy you use, limit the amount of information on each slide to avoid overloading your viewers.

WRITING READABLE CONTENT One of the most common mistakes beginners make—and one of the chief criticisms leveled at structured slide designs in general—is stuf�ing slides with too much text. Doing so overloads the audience with too much information too fast, takes attention away from the speaker by forcing people to read more, and requires the presenter to use smaller type.

Use slide text sparingly and only to emphasize key points, not to convey your entire message.

Effective text slides supplement your words and help the audience follow the �low of ideas. Use text to highlight key points, summarize and preview your message, signal major shifts in thought, illustrate concepts, or help create interest in your spoken message.

In a sense, slide text serves as the headings and subheadings for your presentation. Accordingly, choose words and short phrases that help your audience follow the �low of ideas, without forcing them to read in depth. You primarily want your audience to listen, not to read. Use your slides to highlight key points, summarize and preview your message, signal major shifts in thought, illustrate concepts, or help create interest in your spoken message. If the audience can bene�it from additional information, provide those details in handouts.

When writing content for text slides, keep your message short and simple (see Figure 17.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec14#ch17�ig5) ):

Limit each slide to one thought, concept, or idea (without dividing things so far that the audience has trouble seeing the big picture).

Limit text content to four or �ive lines with four or �ive words per line. For selected slides, it might make sense to exceed these limits, but do so infrequently.

Don’t show a large number of text-heavy slides in a row; give the audience some visual relief.

Write short, bulleted phrases rather than long sentences.

Use sentences only when you need to share a quotation or some other text item verbatim.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note15)

Figure 17.5 Writing Text for Slides

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Effective text slides are clear, simple guides that help the audience understand and remember the speaker’s message. Notice the progression toward simplicity in these slides: Figure 17.5a is a paragraph that would distract the audience for an extended period of time. Figure 17.5b offers concise, readable bullets, although too many slides in a row in this structured design would become tedious. Figure 17.5c distills the message down to a single thought that is complete on its own but doesn’t convey all the information from the original and would need embellishment from the speaker. Figure 17.5d pushes this to the extreme, with only the core piece of the message to serve as an “exclamation point” for the spoken message. Figure 17.5c and especially Figure 17.5d could be more even more powerful with a well-chosen visual that illustrates the idea of following the �low.

Phrase list items in parallel grammatical form to facilitate quick reading.

Use the active voice.

Include short, informative titles.

When combining visuals with text, the more information the visual can convey, the less work your text needs to do.

CREATING CHARTS AND TABLES FOR SLIDES Charts and tables for presentations need to be simpler than visuals for printed documents. Detailed images that look �ine on the printed page can be too dense and too complicated for presentations. Remember that your audience will view your slides from across the room—not from a foot or two away, as you do while you create them. Don’t force the audience to study your charts and graphs in order to get the message. Follow these guidelines:

Many graphics that work well in printed form need to be simpli�ied for use in presentations because they are too dense and too complicated to be easily viewed on-screen.

Reduce the detail. Eliminate anything that is not absolutely essential to the message. If necessary, break information into more than one slide. If a deeper level of detail is helpful or necessary, hand out printed visuals that people can review during or after the presentation.

Simplify. For example, if a bar chart is segmented by week, don’t write “Week of 12/01,” “Week of 12/08,” and so on. Use the “Week of” label once and then just include the dates. Similarly, you might be able to remove the vertical scale from the left side of the chart and just show individual values above each bar.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note16)

Shorten numbers. If doing so doesn’t hide essential details, you can round off numbers such as $12,500.72 to $12 or $12.5 and then label the axis to indicate thousands.

Limit the amount of data shown. Line graphs look busy when they have more than two or three lines, bar charts look crowded with more than �ive or six bars, and tables are dif�icult to read if they have too many rows or columns.

Highlight key points. Use arrows, boldface type, and color to direct your audience’s eyes to the main point of a visual. Summarize the intent of the graphic in one clear title, such as “Earnings up by 15%.”

Adjust the size and design. Modify the size of a graphic to accommodate the size of a slide. Leave plenty of white space so that audience members can view and interpret content from a distance. Use colors that stand out from the slide’s background and choose a typeface for labels that is clear and easy to read.

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ADDING ANIMATION AND MULTIMEDIA

MOBILE APPS

Haiku Deck is a mobile-�irst presentation app that lets you create and present from your phone or tablet.

Today’s presentation software offers a wide array of options for livening up your slides, including sound, animation, video clips, transition effects from one slide to the next, and hyperlinks to websites and other resources. As with every other visual element, the key is to make sure any effects you use support your message. Always consider the impact that all these effects will have on your audience members and their desire to understand your message.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note17)

Animation and special effects can be grouped into four categories: functional animation, transitions and builds, hyperlinks, and multimedia. These capabilities are brie�ly discussed in the following sections; to learn more about using them, consult the Help menu in your software.

Functional Animation

PowerPoint and other presentation packages offer a mind-boggling set of tools for moving and changing things on screen. You can have a block of text cartwheel in from outer space, change colors, change font and font size, spin around in circles, blink on and off, wave back and forth, crawl around the screen following a prede�ined path, and then disappear one letter at a time, like some sort of erasing typewriter. You can do all this, but should you?

Although you can animate just about everything in a presentation, resist the temptation to do so. Make sure each animation has a purpose.

Just as static graphic elements can be either functional or decorative, so too can animated elements. For instance, having each bullet point �ly in from the left side of the screen doesn’t add any functional value to your communication effort. In contrast, a highlight arrow or color bar that moves around the screen to emphasize speci�ic points in a technical diagram can be an effective use of animation and a welcome alternative to a laser pointer. You can control every aspect of the animation, so it’s easy to coordinate the movement with the points you’re making in your presentation.

Using carefully controlled functional animation is also a great way to demonstrate sequences and procedures. For a training session on machinery repair, for example, you can show a schematic diagram of the machinery and walk your audience through each step of the troubleshooting process, highlighting each step on-screen as you address it verbally. Again, use animation in support of your message, not simply for animation’s sake.

Transitions and Builds

Use subtle transition animations between slides to ease the viewer from one slide to the next; most transitions available in presentation software are too distracting.

In addition to animating speci�ic elements on your slides, you can choose from various options for adding motion between slides. These slide transitions (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term5) control how one slide replaces another on-screen. Subtle transitions can ease your viewers’ gaze from one slide to the next—such as having the current slide gently fade out before the next one fades in. However, many of the transitions currently available (such as checkerboards, pinwheels, and spinning “news�lashes”) are like miniature animated shows themselves and are therefore distracting. These pointless transition effects not only disrupt the �low of your presentation, they can make the whole thing seem amateurish. If you use a transition effect, use the same one throughout the presentation (so that audiences don’t wonder if there is some signi�icance to a new transition at some point during the presentation), and choose the effect carefully. Aim for a smooth, subtle effect that is easy on the eye. And unless a sound effect is somehow integral to the message, there is no reason to add audio to a transition.

Builds (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term1) are much more useful than transitions, at least when used with care and thought. These effects control the release of text, graphics, and other elements on individual slides. For instance, with builds you can make a list of bullet points appear one at a time rather than having all of them appear at once, which makes it dif�icult to focus on a single point. This controlled release of information helps draw audience members’ attention to the point being discussed and keeps them from reading ahead.

Using carefully designed builds can be a great way to reveal information in easy-to-process pieces.

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As with transitions, stick with the subtle, basic options for builds. The point of a build is to release information in a controlled fashion, not to distract or entertain the audience. Another useful option is to change the color of bullet points as you discuss each one. For instance, if your primary text color is a strong blue, you might have the text in each bullet point change to a light gray after you’ve �inished talking about it. This subtle approach keeps the audience’s attention focused on the bullet point you are currently discussing.

After you’ve assigned builds to your slides, you can control the build activity with a mouse or a remote control device. Experiment with the options in your software to �ind the most effective build scheme. In addition to building up text, you can build up graphical elements. For instance, to discuss monthly sales of three products over the past year, you can have a line graph of the �irst product appear by itself while you discuss it, and then you can click the mouse to display the second product’s sales line, then the third.

Hyperlinks

Hyperlinks and action buttons can be quite handy when you need �lexibility in your presentations or want to share different kinds of �iles with the audience. A hyperlink (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term3) instructs your computer to jump to another slide in your presentation, to a website, or to another program entirely. Depending on your presentation software, hyperlinks can be underlined text, invisible hotspots in graphical elements, or clearly labeled action buttons.

You can increase the �lexibility of your presentation slides with hyperlinks that let you jump to different slides, websites, or other software screens with the click of a mouse.

Using hyperlinks is also a great way to customize your presentations, giving a linear presentation some of the �lexibility of a nonlinear presentation. For instance, if you work in sales and call on a variety of customers, you can’t be sure what sort of situation you’ll encounter at each customer’s site. You might be prepared to give an in-depth technical presentation to a group of engineers, only to have the company president walk in and request a brief �inancial overview instead. Or you might prepare a set of detailed technical slides but not show them unless the audience asks detailed questions.

Another challenging situation is �inding out at the last minute that you have less time than you thought to make your presentation. If you’ve built in some �lexibility, you won’t need to rush through your entire presentation or scramble on the spot to �ind the most important slides. Instead, you can simply click an action button labeled “Five-minute overview” and jump right to the two or three most important slides in your presentation. With hyperlinks, you can even switch from the indirect approach to the direct approach or vice versa, based on the response you’re getting from your audience. By building in links that accommodate these various scenarios, you can adjust your presentation at a moment’s notice—and look polished and professional while you do it.

Multimedia Elements

Video clips can add memorable, engaging content to your presentations—as long as they are relevant, interesting, and brief.

Multimedia elements offer the ultimate in active presentations. Using audio and video clips can be an effective way to complement your live message, such as including a recorded message from a company executive or scenes from a customer focus group. Just be sure to keep these elements brief and relevant, as supporting points for your presentation, not as replacements for it.

THE ART OF PROFESSIONALISM

Being a Team Player

Professionals know that they are contributors to a larger cause, that it’s not all about them. Just as in athletics and other team efforts, being a team player in business is something of a balancing act. On the one hand, you need to pay enough attention to your own efforts and skills to make sure you’re pulling your own weight. On the other hand, you need to pay attention to the overall team effort to make sure the team succeeds. Remember that if the team fails, you fail, too.

Great team players know how to make those around them more effective, whether it’s by lending a hand during crunch time, sharing resources, removing obstacles, making introductions, or offering expertise. In fact, the ability to help others improve their performance is one of the key attributes executives look for when they want to promote people into management.

Being a team player also means showing loyalty to your organization and protecting your employer’s reputation—one of the most important assets any company has. Pros don’t trash their employers in front of customers or in their personal blogs. When they have a problem, they solve it; they don’t share it.

CAREER APPLICATIONS

1. If you prefer to work by yourself, should you take a job in a company that uses a team-based organization structure? Why or why not?

2. You can see plenty of examples of unprofessional business behavior in the news media and in your own consumer and employee experiences. Why should you bother being professional yourself?

INTEGRATING MOBILE DEVICES IN PRESENTATIONS Smartphones and tablets offer a variety of ways to enhance presentations for presenters as well as audience members. For example, you can get around the problem of everyone in the audience not having a clear view of the screen by using systems that broadcast your slides to tablets and smartphones. In fact, these systems can eliminate a conventional projection system entirely; everyone in the audience can view your slides on their mobile devices. You can also broadcast a

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live presentation to mobile users anywhere in the world. Each time you advance to a new slide, it is sent to the phone or tablet of everyone who is subscribed to your presentation.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note18)

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5 LEARNING OBJECTIVE Explain the role of navigation slides, support slides, and handouts.

17.5 Completing Slides and Support Materials Just as you would review any message for content, style, tone, readability, clarity, and conciseness, you should apply the same quality control to your slides and other visuals. As you look over your presentation for the �inal time, make sure that all visuals are

Review each slide carefully to make sure it is clear and readable.

Readable. Can text be read from the back of the room? Does the text stand out from the background?

Consistent. Are colors and design elements used consistently?

Simple. Is each slide and the entire presentation as simple as possible? Can you eliminate any slides?

Audience centered. Are the message and the design focused on the audience?

Clear. Is the main point of a slide obvious? Easy to understand? Can the audience grasp the main point in just a few seconds?19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note19)

Concise and grammatical. Is text written in concise phrases? Are bulleted phrases grammatically parallel?

Focused. Does each slide cover only one thought, concept, or idea (or summarize a group of related ideas)? Does the slide grab the viewer’s attention in the right place and support the key points of the message? Are arrows, symbols, or other techniques used to draw the audience’s attention to the key sections of a chart or diagram?

Fully operational. Have you veri�ied every slide in your presentation? Do all the animations and other special effects work as you intended?

The slide sorter view (different programs have different names for this feature) lets you see some or all of the slides in your presentation on a single screen. Use this view to add and delete slides, reposition slides, check slides for design consistency, and verify the operation of any effects. Moreover, the slide sorter is a great way to review the �low of your story.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note20)

Use the slide sorter view to verify and modify the organization of your slides.

With your slides working properly and in clear, logical order, you’re just a few steps away from being ready. Now is a good time to think about a backup plan. What will you do if your laptop won’t turn on or the projector dies? Can you get by without your slides? For important presentations, consider having backup equipment on standby, loaded with your presentation, and ready to go. At the very least, have enough printed handouts ready to give the audience so that, as a last resort, you can give your presentation “on paper.”

CREATING NAVIGATION AND SUPPORT SLIDES Now that the content slides are ready, enhance your presentation with several slides that add “�inish” to your presentation and provide additional information to bene�it your audience:

Title slide(s). Make a good �irst impression on your audience with one or two title slides, the equivalent of a report’s cover and title page. A title slide should contain the title of your presentation (and subtitle, if appropriate), your name, your department af�iliation (for internal audiences), and your company af�iliation (for external audiences). You may also include the presentation date and an appropriate graphic element. Depending on the amount of information you need to convey at this point, two title slides might be appropriate: one focusing on the topic of the presentation and a second with your af�iliation and other information. This second slide can also be used to introduce the speaker and list his or her credentials.

Agenda and program details. You can use these slides to communicate the agenda for your presentation and any additional information your audience might need. Because presentations pull your audience members away from their daily routines and work responsibilities, they can have questions about anything from break times or lunch plans to the password needed to log onto the facility’s wireless network. By answering these questions at the beginning of your presentation, you’ll minimize disruptions later and help the audience stay focused on your message.

Navigation slides. To tell your audience where you’re going and where you’ve been, you can use a series of navigation slides (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17term4) based on your outline or agenda. This technique is most useful in longer presentations with several major sections. As you complete each section, repeat the slide but indicate which material has been covered and which section you are about to begin (see Figure 17.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#ch17�ig6) on the next page). This sort of slide is sometimes referred to as a moving blueprint. You can then use the original slide again in the close of your presentation to review the points you’ve covered. As an alternative to the repeating agenda slide, you can insert a simple bumper slide at each major section break, announcing the title of the section you’re about to begin.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note21)

Navigation slides help your audience keep track of what you’ve covered already and what you plan to cover next.

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Figure 17.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#ch17�ig7) on page 475 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#page_475) illustrates some of the many options you have for presenting various types of information. Note that although these slides don’t follow a rigid structure of text-heavy bullet points, they are uni�ied by the color scheme (silver background and bold color accents) and typeface selections.

CREATING EFFECTIVE HANDOUTS

View handouts as an integral part of your presentation strategy so that they work in harmony with your slides and spoken message.

Handouts, any printed materials you give the audience to supplement your talk, should be considered an integral part of your presentation strategy. Plan them in tandem with your presentation slides so that you use each medium as effectively as possible. Your presentation should paint the big picture, convey and connect major ideas, set the emotional tone, and rouse the audience to action (if that is relevant to your talk). Your handouts can then carry the rest of the information load, providing the supporting details that audience members can consume at their own speed, on their own time. You won’t need to worry about stuf�ing every detail into your slides, because you have the more appropriate medium of printed documents to do that.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note22)

Figure 17.6 Blueprint Slides

Here are two of the ways you can use a blueprint slide as a navigational aid to help your audience stay on track with the presentation. Figure 17.6a visually “mutes” and checks off the sections of the presentation that have already been covered. In contrast, Figure 17.6b uses a sliding highlight box to indicate the next section to be covered.

MyBCommLab Apply Figure 17.6’s (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec23#ch17�ig6) key concepts by going to mybcommlab.com

Possibilities for good handout materials include the following:23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note23)

Complex charts and diagrams. Charts and tables that are too unwieldy for the screen or that demand thorough analysis make good handouts.

Articles and technical papers. Magazine articles that supplement the information in your presentation make good handout materials, as do technical papers that provide in-depth coverage of the material you’ve highlighted in your presentation.

Use handout materials to support the points made in your presentation and to offer the audience additional information on your topic.

Case studies. Summaries of business case studies can make good supplemental reading material.

Recommended resources. Lists of websites, bloggers, and other online resources related to your topic can be useful. For each source, provide a URL and a one- or two-sentence summary of its content.

Copies of presentation slides. In many cases, audiences like to have print versions of the slides used by a speaker, containing the speaker’s comments about each slide and blank lines for note taking. Use the page and print setup options in your software to choose the more useful arrangement.

Timing the distribution of handouts depends on their content, the nature of your presentation, and your personal preference. Some speakers like to distribute handout copies of their slides before the presentation begins so that the audience can take notes on them. Doing so can be risky, however, particularly if you’ve organized your talk with the indirect approach, because the audience can read ahead and reach the conclusion and recommendations before you’re able to build up to them yourself. Other speakers simply advise the audience of the types of information covered in handouts but delay distributing anything until they have �inished speaking.

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For a quick review of the key steps in creating effective visuals, see “Checklist: Enhancing Presentations with Visuals.” For the latest information on presentation design, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) .

Figure 17.7 Designing Effective Visuals: Selected Slides

These slides, from a presentation that addresses a company’s high employee turnover rate, illustrate the wide variety of design options you have for creating effective, appealing slides. (All the slides were created using features in PowerPoint.)

CHECKLIST ✓ Enhancing Presentations with Visuals A. Plan your presentation visuals.

Make sure you and your message, not your visuals, remain the focus of your presentation.

Select your visuals carefully to support your message; use a combination of visuals if needed.

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Review your plan for each visual to make sure it truly supports your message.

Follow effective design principles, with an emphasis on accuracy and simplicity.

Use your time wisely so that you have plenty of time to practice your presentation.

B. Choose structured or free-form slides.

Structured slides using bullet-point templates are easy to create, require little design time or skill, and can be completed in a hurry. Best uses: routine, internal presentations.

Primary disadvantages of structured slides are mind-numbing repetition of bullet-point format and the common tendency of stuf�ing too much information on them.

Free-form slides make it easier to combine textual and visual information, to create a more dynamic and engaging experience, and to maintain a conversational connection with the audience. Best uses: motivational, educational, and persuasive presentations.

Primary disadvantages of structured slides are the time, skill, and imagery required; added responsibilities for the speaker; and possibility of fragmenting complex topics.

C. Design effective slides.

If you can, avoid creating “slideuments,” slides that are so packed with information that they can be read as standalone documents.

Use color to emphasize important ideas, create contrast, isolate visual elements, and convey intended nonverbal signals.

Limit color to a few compatible choices and use them consistently.

Make sure your slide background doesn’t compete with the foreground.

Use decorative artwork sparingly and only to support your message.

Emphasize functional artwork—photos, technical drawings, charts, and other visual elements containing information that is part of your message.

Choose typefaces that are easy to read on-screen; limit the number of typefaces and use them consistently.

Use slide masters to maintain consistency throughout your presentation.

D. Create effective slide content.

Write content that will be readable from everywhere in the room.

Write short, active, parallel phrases that support, not replace, your spoken message.

Avoid complete sentences unless you need to quote verbatim.

Limit the amount of text so that your audience can focus on listening, not reading.

Simplify print graphics for use on slides but don’t oversimplify.

Use functional animation when it can support your message.

Make sure slide transitions are subtle, if used at all.

Use builds carefully to control the release of information.

Use hyperlinks and action buttons to add �lexibility to your presentation.

Incorporate multimedia elements that can help engage your audience and deliver your message.

E. Complete slides and support materials.

Review every slide carefully to ensure accuracy, consistency, and clarity.

Make sure that all slides are fully operational.

Use the slide sorter to verify and adjust the sequence of slides, if needed.

Have a backup plan in case your electronic presentation plan fails.

Create navigation and support slides.

Create handouts to give the audience additional information and to minimize the amount of information you need to put on your slides.

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Quick Learning Guide

KEY TERMS builds Effects that control the release of text, graphics, and other elements on individual slides free-form slides Presentation slides that are not based on a template, often with each slide having a unique look but uni�ied by typeface, color, and other design

choices; tend to be much more visually oriented than structured slides hyperlink Link embedded in a presentation that instructs your computer to jump to another slide in your presentation, to a website, or to another program navigation slides Noncontent slides that tell your audience where you’re going and where you’ve been slide transitions Software effects that control how one slide replaces another on-screen structured slides Presentation slides that follow the same design templates throughout and give all the slides in a presentation the same general look; they

emphasize textual information in bullet-point form

SUMMARY OF LEARNING OBJECTIVES 1 Explain the role of visuals in business presentations, and list the types of visuals commonly used. Visuals create interest, illustrate and clarify important points, add variety, and help the listener absorb the information you’re presenting. In most businesses today, electronic slide presentations are the most common tool, but you might also use overhead transparencies, chalkboards and whiteboards (including electronic whiteboards), �lip charts, product samples, models, video, and various software programs.

2 Explain the difference between structured and free-form slides, and suggest when each design strategy is more appropriate. Structured slides follow the same design plan for most or all the slides in a presentation. They are often created by using the templates provided with PowerPoint and other electronic presentation programs. Structured slides tend to convey most of their information through bullet points. In contrast, free-form slides do not follow any set design scheme from slide to slide, although they can and should use color, font selection, and other design choices to create a uni�ied feel across a presentation. Free-form slides often have just a single statement on each slide, requiring many more slides to cover the same amount of material as the typical structured design.

The ease and speed with which structured slides can be created make them most useful for routine presentations such as project update meetings, particularly for internal audiences and in situations in which the slide deck will be used only once. They can also be useful when the audience needs to see a number of information points on screen simultaneously in order to make comparisons. Given their ability to excite and engage, free-form designs are particularly good for motivational, educational, and persuasive presentations—particularly when the slides will be used multiple times and therefore compensate for the extra time and effort often required to create them.

3 Outline the decisions involved in using a key visual and selecting color, artwork, and typefaces to create effective slide designs. Using a key visual involves selecting a single, simple visual element as a structure for the elements on a slide. For example, a circle can be used to identify the points in a repeating process, and a triangle can establish the interrelationship of three entities.

Color is a critical design element because it can grab the viewer’s attention, emphasize important ideas, create contrast, isolate particular slide elements, stimulate emotions, and send powerful nonverbal messages such as elegance or technical sophistication. Color also affects the acceptance and retention of messages. When selecting color, limit your choices to a few compatible ones and use them consistently.

Slides have two layers of visual elements, the background (which should be as unobtrusive as possible) and the foreground, which carries the information content of the slide. Artwork on the background and foreground can be divided into functional, which conveys information directly, and decorative, which does not. Well-designed functional artwork is always useful and a great way to convey message points quickly. Decorative artwork can be useful if it supports the message point on a slide, but it can be distracting otherwise.

Typefaces and type styles need careful consideration to ensure that they are easily readable from every point in the presentation room. Clean, sans serif typefaces are usually the best choice, although serif typefaces can be useful when used in large sizes. In general, avoid decorative typefaces except for limited, special purposes.

4 Explain how to create effective slide content. Slide content can be divided into three groups: text, tables and graphics, and animation and multimedia. To choose effective words and phrases, think of the text on your slides as a guide to the content, not the content itself. For all-text slides, try to limit the content to four or �ive lines, with four or �ive words per line, and use short phrases rather than full sentences.

To create effective tables and graphics, keep in mind that visuals for projection need to be simpler than those used for print documents. If necessary, create simpli�ied versions for your slides and provide the full-detail versions in a printed handout.

Like artwork, animation can be functional or decorative. Functional animation can be a powerful way to demonstrate processes and procedures. Decorative animation is nearly always a distraction and should be avoided. Slide transitions, which control how one slide replaces another on screen, are a form of animation. Except for subtle transitions such as a gentle fade to black, avoid using most of the transitions that come with your software. Builds, on the other hand, can be extremely helpful by letting you control the release of individual text points or graphical elements on a slide.

Hyperlinks instruct your computer to jump to another slide in your presentation, to a website, or to another program entirely. They can be handy for designing �lexibility into your presentations and for sharing other types of �iles with the audience.

Audio, video, and other multimedia �iles can complement your live message, but make sure they support your message rather than replace it.

5 Explain the role of navigation slides, support slides, and handouts. In addition to the slides that convey your content, you can create one or more title slides to introduce your presentation (and yourself, if necessary), agenda and program detail slides that tell viewers what to expect during the presentation and provide information to help them plan their time, and navigation slides that help you and your audience keep track of where you are in the presentation. Particularly for longer presentations, a moving blueprint slide is a great way to show the audience what has been covered so far and what is still to come.

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Handouts should be considered an integral part of your presentation, working in conjunction with your slides and spoken message to provide audience members with additional details, supporting documents, and other material too detailed to include in the presentation itself.

COMMUNICATION CHALLENGES AT Presentation Zen Garr Reynolds was impressed enough with your student project portfolio and part-time work to hire you as a communication associate. You will work from your home in California, assisting him on various projects and eventually meeting with his U.S. clients.

INDIVIDUAL CHALLENGE: Reynolds gives you an intriguing assignment your �irst day on the job. He is developing some presentations, website content, and a printed brochure for an energy technology company doing some advanced research in wind and tidal power. He asks you to propose a color palette to use for all these materials. Using any program or app you’re comfortable with, choose �ive standard colors or mix your own. Reynolds wants one dark color to use for slide backgrounds, one contrasting color that could be used for type on the dark background, and three compatible accent colors to use for various purposes. One restriction: you can’t use green. The client feels that green is becoming overused in the renewable energy industry and wants to stand out by using different colors. Create a simple Prezi or a couple of simple slides in PowerPoint, Keynote, or Google Docs showing how your color palette could be used.

TEAM CHALLENGE: With a team of classmates, search the Creative Commons website for attractive photos that could be used on slides to help illustrate or emphasize the following message points in a presentation:

Trends in health-care costs

Competition

High levels of employee engagement (the energy, enthusiasm, and effort employees put into their work)

Consumer hyperchoice (situations in which shoppers have such an overwhelming array of choices in a given product category that making purchase decisions becomes dif�icult and stressful)

Scalability (the ease with which a business process or an entire company can be expanded to handle a greater number of transactions)

For each message point, �ind three candidates and then decide as a team which one conveys the point most effectively and in the most appropriate style for a fairly formal business presentation. Create a slide show in which you show the photos and explain how each one conveys the concept in question. Make sure you follow the usage and attribution guidelines for any photos you �ind online.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

17-1. What is a screencast? [LO-1]

17-2. What are your options for supporting a presentation with visuals? [LO-1]

17-3. What should the role of the background be in a slide? [LO-3]

17-4. How does Guy Kawasaki’s “30-point rule” for fonts (see page 461 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec1#page_461) ) help ensure readable and memorable slide content? [LO-3]

17-5. Why is it important to avoid arbitrarily changing colors throughout a presentation? [LO-3]

17-6. What is the recommended number of fonts to use per slide? [LO-4]

17-7. How do slide transitions differ from builds? [LO-4]

17-8. How is a moving blueprint slide used in a presentation? [LO-5]

17-9. How does the slide sorter view facilitate the editing process for an electronic presentation? [LO-5]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

17-10. Would you choose a structured or free-form design plan for a presentation about upcoming changes in international accounting regulations? Why? [LO- 2]

17-11. What is the fundamental problem with “slideuments”? [LO-2] 17-12. How can you use slide masters to enhance the effectiveness of your slides? [LO-3]

17-13. Is it ethical to use design elements and special effects to persuade an audience? Why or why not? [LO-3]

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17-14. If you are giving a presentation to company management that uses the indirect approach to recommend that the company consolidate its manufacturing operations (a traumatic change that would result in the loss of hundreds of jobs, including a dozen management positions), would it be wise to hand out copies of your slides at the beginning of the presentation? Why or why not? [LO-5]

Practice Your Skills Messages for Analysis

17-15. Message 17.A: Improving a Slide Examine the slide in Figure 17.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17�ig8) and point out any problems you notice. How would you correct these problems?

17-16. Message 17.B: Modifying for Presentation Examine the graph in Figure 17.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17�ig9) and explain how to modify it for an electronic presentation, using the guidelines discussed in this chapter.

17-17. Message 17.C: Analyzing the Animation To access this PowerPoint presentation, visit http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) , click on Student Assignments, and select Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) , Message 17.C. Download and watch the presentation in slide show mode (after you select Slide Show from the View menu, simply click your mouse to advance through the slides). After you’ve watched the presentation, identify at least three ways in which various animations, builds, and transitions either enhanced or impeded your understanding of the subject matter.

Exercises Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective.

17-18. Designing Effective Slides [LO-2] Find a business-related slide presentation on SlideShare and analyze the design. Do you consider it structured or free form? Does the design help the audience understand and remember the message? Why or why not? What improvements would you suggest to the design? Is the slide set understandable on its own?

Figure 17.8 Piece of Cake Bakery Customer Survey

Figure 17.9 CommuniCo Employee Training Costs

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17-19. Designing Effective Slides [LO-3] Think about a company you might like to start after graduation and imagine that you are giving a 20-minute presentation to potential investors. Review the design templates or themes available in whatever presentation software you have available, such as Microsoft PowerPoint, Apple Keynote, or Google Docs. Choose a template and color palette that best supports the message you want to convey to these �inanciers. Write a one-page report or brief blog post that includes a sample slide using this theme and color palette and an explanation of how this design supports your message.

17-20. Creating Effective Slide Content [LO-4] Look through recent issues of several business periodicals for an article that discusses issues a speci�ic company or industry is facing. Based on the information in the article and the guidelines discussed in this chapter, create three to �ive presentation slides summarizing these issues.

17-21. Creating Effective Slide Content [LO-4] Convert Table 2.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec9#ch2tab2) on page 43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch2lev1sec9#page_43) to presentation slides so that the content is easily readable in a large conference room. Choose whether to use free-form or structured slides, and decide how much content will be on the slides and how much will be spoken by the presenter. Provide speaker’s notes along with your slides.

17-22. Creating Effective Slide Content; Mobile Skills [LO-4] Find a business-oriented presentation on SlideShare. Recreate four of the slides so they will be more effective on small mobile screens, then assemble a before-and-after presentation that highlights the changes you made.

Expand Your Skills Critique the Professionals

Dave Paradi, author of The Visual Slide Revolution, specializes in helping presenters transform text-heavy slides into more readable and more effective visuals. Visit his YouTube channel (go to YouTube and search for “Think Outside the Slide”) watch several of his “PowerPoint Slide Makeover” videos, and select the one that you �ind most helpful or enlightening. Using whatever medium your instructor requests, summarize the changes Paradi made to the slide in question and explain in your own words why these changes made the slide more effective.

Sharpening Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or PowerPoint presentation that offers advice on creating slides and other presentation visuals. Write a brief email message to your instructor, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

PRESENTATION SKILLS 17-23. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Read the Communication Close-up on Starbucks on page 197 (ch08.xhtml#page_197) in Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) and decide whether free-form or structured slides would be the most effective way to present this story to an audience of marketing executives to help them understand the power and potential drawbacks of social media.

Your task: Using whichever design approach you think is better, create a brief presentation (slides and speaking notes) to tell the story.

PRESENTATION SKILLS 17-24. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Not long ago, snowboarding seemed to be on pace to pass skiing as the country’s favorite way to zoom down snowy mountains, but the sport’s growth has cooled off in recent years.24

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(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note24)

Your task: Research and prepare a 10-minute presentation on participation trends in snowboarding and skiing, including explanations for the relative popularity of both sports. Include at least three quotations to emphasize key points in your presentation. Use either structured or free-form slides.

PRESENTATION SKILLS 17-25. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Many companies publish stories of their founding and early years. The computer company Hewlett-Packard (HP), for example, tells the story of how founders Bill Hewlett and Dave Packard started the company in a garage in Palo Alto, California, in 1938, doing anything they could to “bring in a nickel.” That garage is now preserved as “the birthplace of Silicon Valley,” which helps maintain HP’s image as a technology pioneer.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note25)

Your task: Choose a company that has been in business for at least two decades and prepare a 10-minute presentation on its history.

PRESENTATION SKILLS/TEAM SKILLS 17-26. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Changing a nation’s eating habits is a Herculean task, but the physical and �inancial health of the United States depends on it. You work for the USDA Center for Nutrition Policy and Promotion, and it’s your job to educate people on the dangers of unhealthy eating and the changes they can make to eat more balanced and healthful diets.

Your task: Visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) , click on “Student Assignments” and download Chapter 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) , Dietary Guidelines for Americans. With your team, develop a presentation no longer than 15 minutes, using a Prezi or free-form slides, that conveys the key points from Chapter 3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch03#ch03) of the Guidelines, “Food and Food Components to Reduce.” The objectives of your presentation are to alert people to the dangers of excessive consumption of the �ive components discussed in the chapter and to let them know what healthy levels of consumptions are. This chapter has a lot of information, but you don’t need to pack it all into your slides; you can assume that the chapter will be available as a handout to anyone who attends your presentation. Along with your presentation, draft speaking notes that someone outside your team could use to give the presentation. You can use images from the Guidelines PDF, the websites of the U.S. Department of Agriculture and the U.S. Department of Health and Human Services, or a nongovernment source such as Creative Commons. Make sure you follow the usage and attribution guidelines for any photos you �ind on nongovernment sites.

PRESENTATION SKILLS 17-27. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Pecha-kucha is a style of presentation that might be the ultimate in creative constraint: The speaker is limited to 20 slides, each of which is displayed for exactly 20 seconds before automatically advancing. Pecha-kucha Nights, which are open to the public, are now put on in cities all over the world. Visit the PechaKucha 20x20 website for more information on these events or to view some archived presentations.

Your task: Chose any topic that interest you and develop a pecha-kucha style presentation with 20 slides, each designed to be displayed for 20 seconds. Use the slide timing capabilities in your presentation software to control the pace. Make sure you practice before presenting to your class so that you can hit the precise timing requirements.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note26)

PRESENTATION SKILLS/SOCIAL NETWORKING SKILLS 17-28. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] You know those times when you’re craving Thai food or the perfect fruit smoothie, but you don’t know where to go? Or when you’re out shopping or clubbing and want to let your friends know where you are? Foursquare’s location-based services connect you with friends and companies that offer products and services of interest.

Your task: Create a brief presentation explaining the Foursquare concept and its features and bene�its. List two Foursquare competitors, and give a brief assessment of which of the three you would recommend to your classmates.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17lev1sec26#ch17note27)

PRESENTATION SKILLS/TEAM SKILLS/PORTFOLIO BUILDER 17-29. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] In your job as a business development researcher for a major corporation, you’re asked to gather and process information on a wide variety of subjects. Management has gained con�idence in your research and analysis skills and would now like you to begin making regular presentations at management retreats and other functions. Topics are likely to include the following:

Off shoring of U.S. jobs

Foreign ownership of U.S. �irms

Employment issues involving workers from other countries

Tax breaks offered by local and state governments to attract new businesses

Economic impact of environmental regulations

Your task: With a team assigned by your instructor, choose one of the topics from the list, and conduct enough research to familiarize yourself with the topic. Identify at least three important issues that anyone involved with this topic should know about. Prepare a 10-minute presentation that introduces the topic, comments on its importance to the U.S. economy, and discusses the issues you’ve identi�ied. Assume that your audience is a cross section of business managers who don’t have any particular experience in the topic you’ve chosen.

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PRESENTATION SKILLS/PORTFOLIO BUILDER 17-30. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-2], [LO-3], [LO-4] Depending on the sequence your instructor chose for this course, you’ve probably covered at least a dozen chapters at this point and learned or improved many valuable skills. Think through your progress, and identify �ive business communication skills that you’ve either learned for the �irst time or developed during this course.

Your task: Create a 10-minute Prezi or slide presentation that describes each of the �ive skills you’ve identi�ied. Be sure to explain how each skill could help you in your career. Use any visual style that you feel is appropriate for the assignment.

PRESENTATION SKILLS/TEAM SKILLS/PORTFOLIO BUILDER 17-31. Planning, Designing, and Creating Presentation Slides [LO-1], [LO-3], [LO-4] In its competitive battles with AT&T and other phone and Internet service providers, Verizon seeks to attract and keep not just customers but top employees. Engineers and technicians obviously play a vital role in a technology company such as Verizon, but the �irm also needs specialists in everything from accounting to public relations to real estate.

Your task: Prepare a brief presentation (Prezi or slides) that Verizon recruiters could use at job fairs and other venues to entice both new graduates and experienced professionals to consider joining the company. Create an appropriate amount of visual material for a presentation that is at least 10 minutes but no longer than 15 (not including a question-and-answer period). Assume the audience members have heard of Verizon but don’t have any in-depth knowledge about the company. Visit the company’s website to learn more about the bene�its of working there.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

17-32. How do structured and free-form slide designs differ from one another? [LO-2] 17-33. What is the difference between decorative and functional artwork and animation? [LO-4]

Endnotes 1. Garr Reynolds, Presentation Zen (Berkeley, Calif.: New Riders, 2008), 7, 10, 62–66, 103–104; Garr Reynolds, “Top Ten Slide Tips,” Garr Reynolds website, accessed 7 February 2013, www.garrreynolds.com (http://www.garrreynolds.com) ; Garr Reynolds, “Presentation Zen: The Video,” accessed 19 March 2011, www.youtube.com (http://www.youtube.com) .

2. “Polishing Your Presentation,” 3M Meeting Network, accessed 8 June 2001, www.mmm.com/meetingnetwork/readingroom/meetingguide_pres.html (http://www.mmm.com/meetingnetwork/readingroom/meetingguide_pres.html) .

3. Michael Hyatt, “Five Rules to Better PowerPoint Presentations,” 21 June 2005, Working Smart blog, www.michaelhyatt.com (http://www.michaelhyatt.com) .

4. Jeff Herb, “Prezi—Advantages and Disadvantages,” Instructional Tech Talk blog, 29 December 2012, http://instructionaltechtalk.com (http://instructionaltechtalk.com) .

5. Cliff Atkinson, “The Cognitive Load of PowerPoint: Q&A with Richard E. Mayer,” Sociable Media, accessed 15 August 2009, www.sociablemedia.com/articles_mayer.htm (http://www.sociablemedia.com/articles_mayer.htm) .

6. Margo Halverson, “Choosing the Right Colors for Your Next Presentation,” 3M Meeting Network, accessed 8 June 2001, www.mmm.com/meetingnetwork/readingroom/meetingguide_right_color.html (http://www.mmm.com/meetingnetwork/readingroom/meetingguide_right_color.html) .

7. Carol Klinger and Joel G. Siegel, “Computer Multimedia Presentations,” CPA Journal, June 1996, 46.

8. Jon Hanke, “Five Tips for Better Visuals,” 3M Meeting Network, accessed 25 May 2007, www.3m.com/meetingnetwork/presentations/pmag_better_visuals.html (http://www.3m.com/meetingnetwork/presentations/pmag_better_visuals.html) .

9. Hanke, “Five Tips for Better Visuals.”

10. Nancy Duarte, Slide:ology: The Art and Science of Creating Great Presentations (Sebastopol, Calif.: O’Reilly Media, 2008), 118.

11. Reynolds, Presentation Zen, 132.

12. Guy Kawasaki, “Rule of Thumb,” Entrepreneur, May 2008, 44.

13. Duarte, Slide:ology: The Art and Science of Creating Great Presentations, 152.

14. Eric Markowitz, “How to Create a Great PowerPoint Presentation,” Inc., 7 February 2011, www.inc.com (http://www.inc.com) .

15. Jerry Weissman, Presenting to Win: The Art of Telling Your Story (Upper Saddle River, N.J.: Pearson Prentice Hall, 2006), 124.

16. Weissman, Presenting to Win, 144–147.

17. Sarah Lary and Karen Pruente, “Powerless Point: Common PowerPoint Mistakes to Avoid,” Public Relations Tactics, February 2004, 28.

18. Greg Anderson, “Presefy Syncs and Controls Presentations over Your Phone,” Arctic Startup, 14 March 2013, www.arcticstartup.com (http://www.arcticstartup.com) ; Kanda Software website, accessed 2 May 2014, www.kandasoft.com (http://www.kandasoft.com) ; Heather Clancy, “Broadcast Your Mobile Presentations to Remote Attendees,” ZDNet, 27 March 2013, www.zdnet.com (http://www.zdnet.com) .

19. Nancy Duarte, “Avoiding the Road to PowerPoint Hell,” Wall Street Journal, 22 January 2011, http://online.wsj.com (http://online.wsj.com) .

20. Reynolds, Presentation Zen, 85.

21. Weissman, Presenting to Win, 162.

22. Reynolds, Presentation Zen, 66.

23. Ted Simons, “Handouts That Won’t Get Trashed,” Presentations, February 1999, 47–50.

24. Hugo Martin, “Snowboarding Craze Fades, Skiing Becomes Cool Again,” Seattle Times, 7 February 2013, http://seattletimes.com (http://seattletimes.com) .

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25. HP website, accessed 11 February 2013, www.hp.com (http://www.hp.com) .

26. PechaKucha20x20 website, accessed 4 August 2010, www.pecha-kucha.org (http://www.pecha-kucha.org) ; Reynolds, Presentation Zen, 41.

27. Adapted from Foursquare website, accessed 4 August 2010, http://foursquare.com (http://foursquare.com) ; Christina Warren, “Foursquare Reaches 100 Millions Checkins,” Mashable, 20 July 2010, http://mashable.com (http://mashable.com) .

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PART 7 Writing Employment Messages and Interviewing for Jobs

CHAPTER 18 Building Careers and Writing Résumés (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18#ch18)

CHAPTER 19 Applying and Interviewing for Employment (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19#ch19)

The same techniques you use to succeed in your career can also help you launch and manage that career. Understand the employer’s perspective on the hiring process so that you can adapt your approach and �ind the best job in the shortest possible time. Learn the best ways to craft a résumé and the other elements in your job search portfolio. Understand the interviewing process to make sure you’re prepared for every stage and every type of interview.

Stephen Coburn/Fotolia

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ATK’s Carl Willis oversees the company’s efforts to use advanced statistical analysis to predict workforce needs.

18 Building Careers and Writing Résumés LEARNING OBJECTIVES After studying this chapter, you will be able to

1 List eight key steps to �inding the ideal opportunity in today’s job market 2 Explain the process of planning your résumé, including how to choose the best résumé organization 3 Describe the tasks involved in writing your résumé, and list the major sections of a traditional résumé 4 Characterize the completing step for résumés, including the six most common formats in which you can produce a résumé

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using the Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT ATK One could say ATK is in the business of accuracy. Whether it’s rocket motors for NASA, missiles and munitions for the U.S. Army, or ammunition for law enforcement and sporting uses, customers depend on ATK for accuracy and overall performance. Failure is not an option, because, as the company says, “Our customers’ lives depend on the products we make.”

Over the past few years, the multifaceted Minneapolis aerospace and defense company has been applying that obsession with accuracy and performance to one of the toughest problems any business faces: attracting, hiring, and keeping the quality employees who make business success possible. Along the way, ATK is one of a small but growing cadre of �irms revolutionizing the practice of human resources (HR).

In the eyes of some professionals in �inance, manufacturing, sales, and other data-driven functional areas, HR suffers from a “reputational de�icit,” to put it politely. Most other functional areas have long since adopted information technology to improve decision making and demonstrate their contribution to the bottom line. However, HR is still viewed by some as a “soft” function that might do a �ine job of processing employee paperwork but can’t really prove how well it’s doing the critical job of �inding the right employees and making sure they stay on board. The information systems being used tend to focus on recordkeeping, compliance veri�ication, and other important but not terribly strategic tasks.

Carl Willis, ATK’s vice president of human resources, oversees the company’s efforts in the emerging �ield of predictive workforce analytics, the use of statistical modeling to help a company keep its business needs and employee skill sets in alignment. Balancing this complex equation of supply and demand is particularly vital for a company such as ATK, where many jobs are highly specialized and the departure of a single employee can sometimes cause signi�icant problems. ATK’s system is so advanced that it can predict the “�light risk” of individual employees, and it was able to predict with remarkable accuracy the number of employees who would take early retirement before a particular retirement bene�it was set to expire. By forecasting such events with accuracy, the company can ramp up hiring and focus on speci�ic types of skills it will need to bring in.

At a broader level, the aerospace and defense sector is facing a shortage of key talent in the near future, as its aging workforce heads into retirement. ATK is counting on predictive analytics to help it characterize the skills required to perform those jobs and identify new employees who can provide them when the time comes.

With these tools in hand, a new generation of HR professionals is poised to make a more strategic contribution, armed with the data to prove it.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note1)

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1 LEARNING OBJECTIVE List eight key steps to �inding the ideal opportunity in today’s job market.

18.1 Finding the Ideal Opportunity in Today’s Job Market The efforts made by ATK (pro�iled in the chapter-opening Communication Close-Up) show the importance that top companies place on �inding the right employees and the investments these companies are willing to make in both personnel and technology to attract and keep valuable talent. Whether you’ll be looking for your �irst professional job on graduation or you’re already in mid-career, you need to put as much thought and care into �inding the right job as employers put into �inding the right employees.

Identifying and landing a job can be a long and challenging process. Fortunately, the skills you’re developing in this course will give you a competitive advantage. This section offers a general job-search strategy with advice that applies to just about any career path you might want to pursue. As you craft your personal strategy, keep these three guidelines in mind:

If you haven’t already, read the Prologue, “Building a Career with Your Communication Skills,” before studying this chapter.

Get organized. Your job search could last many months and involve multiple contacts with dozens of companies. You need to keep all the details straight to ensure that you don’t miss opportunities or make mistakes such as losing someone’s email address or forgetting an appointment.

Start now and stick to it. Even if you are a year or more away from graduation, now is not too early to get started with some of the essential research and planning tasks. If you wait until the last minute, you will miss opportunities and you won’t be as prepared as other candidates.

Look for stepping-stone opportunities. Particularly in today’s tough job market, you might not �ind the opportunity you’re looking for right away. You might need to take a job that doesn’t meet your expectations while you keep looking to get on the right track. But view every job as an opportunity to learn workplace skills, observe effective and ineffective business practices, and �ine-tune your sense of how you’d like to spend your career.

WRITING THE STORY OF YOU Writing or updating your résumé is a great opportunity to step back and think about where you’ve been and where you’d like to go. Do you like the path you’re on, or is it time for a change? Are you focused on a particular �ield, or do you need some time to explore?

What’s your story? Thinking about where you’ve been and where you want to go will help focus your job search.

You might �ind it helpful to think about the “story of you,” the things you are passionate about, your skills, your ability to help an organization reach its goals, the path you’ve been on so far, and the path you want to follow in the future (see Figure 18.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18�ig1) ). Think in terms of an image or a theme you’d like to project. Are you academically gifted? An effective leader? A well-rounded professional with wide-ranging talents? A creative problem solver? A technical wizard? Writing your story is a valuable planning exercise that helps you think about where you want to go and how to present yourself to target employers.

Figure 18.1 Writing the Story of You

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Writing the “story of you” is a helpful way to think through where you’ve been in your life and career so far, where you are now, and where you would like to go from here. Remember that this is a private document designed to help you clarify your thoughts and plans, although you probably will �ind ways to adapt some of what you’ve written to various job-search documents, including your résumé.

LEARNING TO THINK LIKE AN EMPLOYER When you know your side of the hiring equation a little better, switch sides and look at it from an employer’s perspective. To begin with, recognize that companies take risks with every hiring decision—the risk that the person hired won’t meet expectations and the risk that a better candidate has slipped through their �ingers. Many companies judge the success of their recruiting efforts by quality of hire, a measure of how closely new employees meet the company’s needs.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note2) Given this perspective, what steps can you take to present yourself as the low-risk, high-reward choice?

Employers judge their recruiting success by quality of hire, and you can take steps to be—and look like—a high-quality hire.

Of course, your perceived ability to perform the job is an essential part of your potential quality as a new hire. However, hiring managers consider more than just your ability to handle the job. They want to know if you’ll be reliable and motivated—if you’re somebody who “gets it” when it comes to being a professional in today’s workplace. A great way to get inside the heads of corporate recruiters is to “listen in” on their professional conversations by reading periodicals such as Workforce Management and blogs such as Fistful of Talent and The HR Capitalist.

Follow the online conversations of professional recruiters to learn what their hot-button issues are.

RESEARCHING INDUSTRIES AND COMPANIES OF INTEREST Learning more about professions, industries, and individual companies is a vital step in your job search. It also impresses employers, particularly when you go beyond the easily available sources such as a company’s own website. “Detailed research, including talking to our customers, is so rare it will almost guarantee you get hired,” explains the recruiting manager at Alcon Laboratories.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note3)

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Table 18.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18tab1) lists some of the many websites where you can learn more about companies and �ind job openings. Start with The Riley Guide, which offers advice for online job searches as well as links to hundreds of specialized websites that post openings in speci�ic industries and professions. Your college’s career center placement of�ice probably maintains an up-to-date list as well.

To learn more about contemporary business topics, peruse leading business periodicals and newspapers with signi�icant business sections (in some cases, you may need to go through your library’s online databases in order to access back issues).

Employers expect you to be familiar with important developments in their industries, so stay on top of business news.

TABLE 18.1 Selected Job-Search Websites

Website* (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18tfn1)

URL Highlights

Riley Guide www.rileyguide.com (http://www.rileyguide.com)

Vast collection of links to both genera and specialized job sites for every career imaginable; don’t miss this one —it could save you hours of searching

TweetMyJobs.com (http://TweetMyJobs.com) http://tweetmyjobs.com (http://tweetmyjobs.com)

The largest Twitter job board, with thousands of channels segmented by geography, job type, and industry

CollegeRecruiter.com (http://CollegeRecruiter.com) www.collegerecruiter.com (http://www.collegerecruiter.com)

Focused on opportunities for graduates with less than three years of work experience

Monster www.monster.com (http://www.monster.com)

One of the most popular job sites, with hundreds of thousands of openings, many from hard-to-�ind small companies; extensive collection of advice on the job search process

MonsterCollege http://college.monster.com (http://college.monster.com)

Focused on job searches for new college grads; your school’s career center site probably links here

CareerBuilder www.careerbuilder.com (http://www.careerbuilder.com)

One of the largest job boards; af�iliated with more than 150 newspapers around the country

Jobster www.jobster.com (http://www.jobster.com)

Uses social networking to link employers with job seekers

USAJOBS www.usajobs.gov (http://www.usajobs.gov)

The of�icial job-search site for the U.S government, featuring everything from jobs for economists to astronauts to border patrol agents

IMDiversity www.imdiversity.com (http://www.imdiversity.com)

Good resource on diversity in the workplace, with job postings from companies that have made a special commitment to promoting diversity in their workforces

Dice.com (http://Dice.com) www.dice.com (http://www.dice.com)

One of the best sites for high- technology jobs

Net-Temps www.net-temps.com (http://www.net-temps.com)

Popular site for contractors and freelancers looking for short-term assignments

Internship Programs.com (http://Programs.com) http://internshipprograms.com (http://internshipprograms.com)

Posts listings from companies looking for interns in a wide variety of professions

Simply Hired Indeed

www.simplyhired.com (http://www.simplyhired.com)

www.indeed.com (http://www.indeed.com)

Specialized search engines that look for job postings on hundreds of websites worldwide; they �ind many postings that aren’t listed on job board sites such as Monster

*Note: This list represents only a small fraction of the hundreds of job-posting sites and other resources available online; be sure to check with your college’s career center for the latest information.

Sources: Individual websites, all accessed 3 May 2014.

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In addition, thousands of bloggers, microbloggers, and podcasters offer news and commentary on the business world. AllTop is another good resource for �inding people who write about topics that interest you. In addition to learning more about professions and opportunities, this research will help you get comfortable with the jargon and buzzwords currently in use in a particular �ield, including essential keywords to use in your résumé (see page 499 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_499) ).

Take advantage of job-search apps as well, including those offered by job posting websites and major employers. You can use them to learn more about the company as well as speci�ic jobs. See “Job Search Strategies: Maximize Your Mobile” for more tips on using a smartphone in your job search.

MOBILE APPS

Indeed.com’s (http://Indeed.com’s) mobile app lets you search for jobs and apply from your phone.

TRANSLATING YOUR GENERAL POTENTIAL INTO A SPECIFIC SOLUTION FOR EACH EMPLOYER

An essential task in your job search is presenting your skills and accomplishments in a way that is relevant to the employer’s business challenges.

DIGITAL + SOCIAL + MOBILE: TODAY’S COMMUNICATION ENVIRONMENT

Job Search Strategies: Maximize Your Mobile

The mobile business communication revolution is changing the way employers recruit new talent and the way job candidates look for opportunities. Many companies have optimized their careers websites for mobile access, and some have even developed mobile apps that offer everything from background information on what it’s like to work there to application forms that you can �ill out right on your phone.

However, don’t be too quick to abandon a job application or an investigation into an employer just because the �irm doesn’t have a careers app or a mobile- friendly job site. Creating apps and mobile-friendly websites takes time and money, and many employers are still in the process of optimizing their online career materials for mobile devices. In a recent survey, 40 percent of mobile users said they would abandon a nonmobile job application—a distressingly high number in a slow job market. Don’t miss a great opportunity just because an employer hasn’t caught up to your mobile habits.

In addition to researching companies and applying for openings, integrating a mobile device into your job search strategy can help with networking and staying on top of your active job applications. For instance, some companies don’t wait long after extending an offer; if they don’t hear from the top candidate in a short amount of time, they’ll move on their next choice. By staying plugged in via your mobile device, you won’t let any opportunities pass you by.

Think of ways to use your mobile device to enhance your personal brand and your online portfolio. If you want to work in retail, for example, you could take photos of particularly good or particularly bad merchandizing displays and post them with commentary on your social media accounts. Employers doing background research on you will see these posts and recognize you as a candidate who is invested in his or her career and the industry as a whole. Many of the tools you can use to build your personal brand are available as mobile apps, including blogging platforms, Twitter, Facebook, and LinkedIn.

In addition, dozens of apps are available to help with various aspects of your job search. Résumé-creation apps let you quickly modify your résumé if you come across a good opportunity. Business-card scanning apps make it easy to keep digital copies of business cards, so you’ll never lose important contact information. Note-taking apps are a great way to plan for interviews and record your post-interview notes. Use your phone’s scheduling capability to make sure you never miss an interviewing or a �iling deadline. Polish your interviewing skills with your phone’s audio and video recording features or a practice- interview app. If an employer wants to interview you via Cisco Webex or another online meeting system, those apps are available for your phone or tablet as well.

You’ve been paying a lot for your mobile service—now make that mobile work for you by helping you land a great job.

CAREER APPLICATIONS

1. Would it be a good idea to present your online portfolio on your smartphone during a job interview? Why or why not?

2. Is it wise for applicants to shun a company that doesn’t have a mobile-friendly careers website or a career app? Why or why not?

An important aspect of the employer’s quality-of-hire challenge is trying to determine how well a candidate’s attributes and experience will translate into the demands of a speci�ic position. As a job candidate, customizing your résumé to each job opening is an important step in showing employers that you will be a good �it. As you can see from the sample résumés in Figures 18.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig3) through 18.5 on pages 502 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_502) –504 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_504) , customizing your résumé is not dif�icult if you have done your research. From your initial contact all the way through the interviewing process, in fact, you will have opportunities to impress recruiters by explaining how your general potential translates to the speci�ic needs of the position.

TAKING THE INITIATIVE TO FIND OPPORTUNITIES When it comes to �inding the right opportunities for you, the easiest ways are not always the most productive ways. The major job boards such as Monster and classi�ied services such as Craigslist might have thousands of openings, but thousands of job seekers are looking at and applying for these same openings. Moreover, posting job openings on these sites is often a company’s last resort, after it has exhausted other possibilities.

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Don’t hesitate to contact interesting companies even if they haven’t advertised job openings to the public yet—they might be looking for somebody just like you.

To maximize your chances, take the initiative and go seek opportunities. Identify the companies you want to work for and focus your efforts on them. Get in touch with their human resources departments (or individual managers, if possible), describe what you can offer the company, and ask to be considered if any opportunities come up.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note4) Reach out to company representatives on social networks. Your message might appear right when a company is busy looking for someone but hasn’t yet advertised the opening to the outside world.

BUILDING YOUR NETWORK Networking (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18term5) is the process of making informal connections with mutually bene�icial business contacts. Networking takes place wherever and whenever people talk: at industry functions, at social gatherings, at alumni reunions —and all over the Internet, from LinkedIn and Twitter to Facebook and Google+. In addition to making connections through social media tools, you might get yourself noticed by company recruiters.

Start thinking like a networker now; your classmates could turn out to be some of your most important business contacts.

Networking is more essential than ever because the vast majority of job openings are never advertised to the general public. To avoid the time and expense of sifting through thousands of applications and the risk of hiring complete strangers, most companies prefer to ask their employees for recommendations �irst.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note5) The more people who know you, the better chance you have of being recommended for one of these hidden job openings.

Put your network in place before you need it.

Start building your network now, before you need it. Your classmates could end up being some of your most valuable contacts, if not right away then possibly later in your career. Then branch out by identifying people with similar interests in your target professions, industries, and companies. Read news sites, blogs, and other online sources. Follow industry leaders on Twitter. You can also follow individual executives at your target companies to learn about their interests and concerns.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note6) Be on the lookout for career-oriented Tweet-ups, in which people who’ve connected on Twitter get together for in-person networking events. Connect with people on LinkedIn and Facebook, particularly in groups dedicated to particular career interests. Depending on the system and the settings on individual users’ accounts, you may be able to introduce yourself via public or private messages. Just make sure you are respectful of people, and don’t take up much of their time.7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note7)

Participate in student business organizations, especially those with ties to professional organizations. Visit trade shows to learn about various industries and rub shoulders with people who work in those industries.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note8) Don’t overlook volunteering; you not only meet people but also demonstrate your ability to solve problems, manage projects, and lead others. You can do some good while creating a network for yourself.

MOBILE APPS

Stay in touch with your professional network with LinkedIn’s mobile app.

Remember that networking is about people helping each other, not just about other people helping you. Pay close attention to networking etiquette: Try to learn something about the people you want to connect with, don’t overwhelm others with too many messages or requests, be succinct in all your communication efforts, don’t give out other people’s names and contact information without their permission to do so, never email your résumé to complete strangers, and remember to say thank you every time someone helps you.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note9)

To become a valued network member, you need to be able to help others in some way. You may not have any in�luential contacts yet, but because you’re researching industries and trends as part of your own job search, you probably have valuable information you can share via your online and of�line networks. Or you might simply be able to connect one person with another who can help. The more you network, the more valuable you become in your network—and the more valuable your network becomes to you.

Networking is a mutual bene�icial activity, so look for opportunities to help others in some way.

Finally, be aware that your online network re�lects on who you are in the eyes of potential employers, so exercise some judgment in making connections. Also, many employers now contact people in a candidate’s public network for background information, even if the candidate doesn’t list those people as references.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note10)

SEEKING CAREER COUNSELING

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Your college’s career center probably offers a wide variety of services, including individual counseling, job fairs, on-campus interviews, and job listings. Counselors can advise on career planning and provide workshops on job search techniques, résumé preparation, job readiness training, interview techniques, self-marketing, and more.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note11) You can also �ind career planning advice online. Many of the websites listed in Table 18.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18tab1) offer articles and online tests to help you choose a career path, identify essential skills, and prepare to enter the job market.

Don’t overlook the many resources available through your college’s career center.

AVOIDING MISTAKES While you’re making all these positive moves to show employers you will be a quality hire, take care to avoid the simple blunders that can torpedo a job search, such as not catching mistakes in your résumé, misspelling the name of a manager you’re writing to, showing up late for an interview, tweeting something unprofessional, failing to complete application forms correctly, asking for information that you can easily �ind yourself on a company’s website, or making any other error that could �lag you as someone who is careless or disrespectful. Assume that every employer will conduct an online search on you. Busy recruiters will seize on these errors as a way to narrow the list of candidates they need to spend time on, so don’t give them a reason to toss out your résumé.

Don’t let a silly mistake knock you out of contention for a great job.

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2 LEARNING OBJECTIVE Explain the process of planning your résumé, including how to choose the best résumé organization.

18.2 Planning Your Résumé Although you will create many messages during your career search, your résumé—a structured, written summary of your education, employment background, and job quali�ications—will be the most important document in this process. You will be able to use it directly in many instances, adapt it to a variety of uses such an e-portfolio or a social media résumé, and reuse pieces of it in social networking pro�iles and online application forms. Even if you apply to a company that doesn’t want to see résumés from applicants, the process of developing your résumé will prepare you for interviewing and preemployment testing.

Developing a résumé is one of those projects that really bene�its from multiple planning, writing, and completing sessions spread out over several days or weeks. You are trying to summarize a complex subject (yourself!) and present a compelling story to strangers in a brief document. Follow the three-step writing process (see Figure 18.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec10#ch18�ig2) ) and give yourself plenty of time.

Before you dive into your résumé, be aware that you will �ind a wide range of opinions about résumés, regarding everything from appropriate length, content, design, distribution methods, and acceptable degrees of creativity to whether it even makes sense to write a traditional résumé in this age of online applications. For example, you may encounter a prospective employer that wants you to tweet your résumé or submit all the links that make up your online presence, rather than submit a conventional résumé.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note12) You may run across examples of effective résumés that were produced as infographics, interactive videos, simulated search engine results, puzzles, games, graphic novels—you name it, somebody has probably tried it.

Figure 18.2 Three-Step Writing Process for Résumés

Following the three-step writing process will help you create a successful résumé in a short time. Remember to pay particular attention to the “you” attitude and presentation quality; your résumé will probably get tossed aside if it doesn’t speak to audience needs or if it contains mistakes.

You will see lots of ideas and even some con�licting advice about résumés; use what you know about effective business communication to decide what is right for your résumés.

When you hear con�licting advice or see trendy concepts that you might be tempted to try, remember the most important question in business communication: What is the most effective way to adapt your message to the individual needs of each member of your audience? An approach that is wildly successful with one company or in one industry could be a complete disaster in another industry. To forge your own successful path through this maze of information, get inside the heads of the people you are trying to reach—try to think the way they think—and then apply the principles of effective communication you are learning in this course.

ANALYZING YOUR PURPOSE AND AUDIENCE Planning an effective résumé starts with understanding its true function—as a brief, persuasive business message intended to stimulate an employer’s interest in meeting you and learning more about you (see Table 18.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec10#ch18tab2) ). In other

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words, the purpose of a résumé is not to get you a job but rather to get you an interview.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note13)

Once you view your résumé as a persuasive business message, it’s easier to decide what should and shouldn’t be in it.

As you conduct your research on various professions, industries, companies, and individual managers, you will have a better perspective on your target readers and their information needs. Learn as much as you can about the individuals who may be reading your résumé. Many professionals and managers are bloggers, Twitter users, and LinkedIn members, for example, so you can learn more about them online even if you’ve never met them. Any bit of information can help you craft a more effective message.

Thanks to Twitter, LinkedIn, and other social media, you can often learn valuable details about individual managers in your target employers.

TABLE 18.2 Fallacies and Facts About Résumés

Fallacy Fact

The purpose of a résumé is to list all your skills and abilities. The purpose of a résumé is to kindle employer interest and generate an interview.

A good résumé will get you the job you want. All a résumé can do is get you in the door.

Your résumé will always be read carefully and thoroughly.

In most cases, your résumé needs to make a positive impression within a few seconds; only then will someone read it in detail. Moreover, it will likely be screened by a computer looking for keywords �irst—and if it doesn’ contain the right keywords, a human being may never see it.

The more good information you present about yourself in your résumé, the better, so stuff your résumé with every positive detail.

Recruiters don’t need that much information about you at the initial screening stage, and they probably won’t read it.

By the way, if employers ask to see your “CV,” they’re referring to your curriculum vitae, the term used instead of résumé in academic professions and in many countries outside the United States. Résumés and CVs are essentially the same, although CVs can be much more detailed and include personal information that is not included in a résumé.

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Converting your résumé to a CV

If you need to convert your U.S-style résumé to the curriculum vitae format used in many other countries (and in many academic positions in the United States), this website will tell you everything you need to know. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

GATHERING PERTINENT INFORMATION If you haven’t been building an employment portfolio thus far, you may need to do some research on yourself at this point. Gather all the pertinent personal history you can think of, including all the speci�ic dates, duties, and accomplishments from any previous jobs you’ve held. Compile all your educational accomplishments, including formal degrees, training certi�icates, professional and technical certi�ications, academic awards, and scholarships. Also, gather information about school or volunteer activities that might be relevant to your job search, including of�ices you have held in any club or professional organization, presentations given, and online or print publications. You probably won’t use every piece of information you come up with, but you’ll want to have it at your �ingertips.

SELECTING THE BEST MEDIA AND CHANNELS You should expect to produce your résumé in several media and formats. “Producing Your Résumé” on page 505 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29#page_505) discusses your options.

ORGANIZING YOUR RÉSUMÉ AROUND YOUR STRENGTHS Although there are a number of ways to organize a résumé, most are some variation of chronological, functional, or a combination of the two. The right choice depends on your background and your goals.

The Chronological Résumé

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In a chronological résumé (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18term2) , the work experience section dominates and is placed immediately after your contact information and introductory statement (see Figure 18.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig5) on page 504 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_504) for an example). The chronological approach is the most common way to organize a résumé, and many employers prefer this format because it presents your professional history in a clear, easy-to-follow arrangement.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note14) If you’re just graduating from college and have limited professional experience, you can vary this chronological approach by putting your educational quali�ications before your experience.

The chronological résumé is the most common approach, but it might not be right for you at this stage in your career.

Develop your work experience section by listing your jobs in reverse chronological order, beginning with the most recent one and giving more space to the most recent positions you’ve held. For each job, start by listing the employer’s name and location, your of�icial job title, and the dates you held the position (write “to present” if you are still in your most recent job). Next, in a short block of text, highlight your accomplishments in a way that is relevant and understandable to your readers. If the general responsibilities of the position are not obvious from the job title, provide a little background to help readers understand what you did.

The Functional Résumé

A functional résumé (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18term4) , sometimes called a skills résumé, emphasizes your skills and capabilities, identifying employers and academic experience in subordinate sections. This arrangement stresses individual areas of competence rather than job history. The functional approach has three bene�its: (1) Without having to read through job descriptions, employers can get an idea of what you can do for them; (2) you can emphasize earlier job experience through the skills you gained in those positions; and (3) you can deemphasize any lengthy unemployment or lack of career progress. However, you should be aware that because the functional résumé can obscure your work history, many employment professionals are suspicious of it.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note15) Moreover, it lacks the evidence of job experience that supports your skills claims. If you don’t believe the chronological format will work for you, consider the combination résumé instead.

The functional résumé is often considered by people with limited or spotty employment history, but many employers are suspicious of this format.

The Combination Résumé

A combination résumé (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18term3) meshes the skills focus of the functional format with the job history focus of the chronological format. Figures 18.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig3) (page 502 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_502) ) and 18.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig4) (page 503 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_503) ) show examples of combination résumés. The chief advantage of this format is that it allows you to highlight your capabilities and education when you don’t have a long or steady employment history, without raising concerns that you might be hiding something about your past.

If you don’t have a lot of work history to show, consider a combination résumé to highlight your skills while still providing a chronological history of your employment.

As you look at a number of sample résumés, you’ll probably notice many variations on the three basic formats presented here. Study these other options in light of the effective communication principles you’ve learned in this course and the unique circumstances of your job search. If you �ind one that seems like the best �it for your unique situation, by all means use it.

ADDRESSING AREAS OF CONCERN Many people have gaps in their careers or other issues that could be a concern for employers. Here are some common issues and suggestions for handling them in a résumé:16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note16)

REAL-TIME UPDATES

REAL-TIME UPDATES: LEARN MORE BY READING THIS ARTICLE

Smart strategies to explain gaps in your work history

Get three key pieces of advice if you have been or were out of work for a period of time. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

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Under “Students,” click on “Learn More.”

Frequent job changes. If you’ve had a number of short-term jobs of a similar type, such as independent contracting and temporary assignments, you can group them under a single heading. Also, if past job positions were eliminated as a result of layoffs or mergers, �ind a subtle way to convey that information (if not in your résumé, then in your cover letter). Reasonable employers understand that many professionals have been forced to job hop by circumstances beyond their control.

Gaps in work history. Mention relevant experience and education you gained during employment gaps, such as volunteer or community work.

Inexperience. Mention related volunteer work and membership in professional groups. List relevant course work and internships.

Overquali�ication. Tone down your résumé, focusing exclusively on the experience and skills that relate to the position.

Long-term employment with one company. Itemize each position held at the �irm to show growth within the organization and increasing responsibilities along the way.

Job termination for cause. Be honest with interviewers and address their concerns with proof, such as recommendations and examples of completed projects.

Criminal record. You don’t necessarily need to disclose a criminal record or time spent incarcerated on your résumé, but you may be asked about it on job application forms. Laws regarding what employers may ask (and whether they can conduct a criminal background check) vary by state and profession, but if you are asked and the question applies to you, you are legally bound to answer truthfully. Use the interview process to explain any mitigating circumstances and to emphasize your rehabilitation and commitment to being a law-abiding, trustworthy employee.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note17)

REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

Learn to use LinkedIn’s résumé builder

See how to build and customize a résumé on LinkedIn and then use it on other social networking sites. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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3 LEARNING OBJECTIVE Describe the tasks involved in writing your résumé, and list the major sections of a traditional résumé.

18.3 Writing Your Résumé With the necessary information and a good plan in hand, you’re ready to begin writing. If you feel uncomfortable writing about yourself, you’re not alone. Many people, even accomplished writers, can �ind it dif�icult to write their own résumés. If you get stuck, imagine you are somebody else, writing a résumé for this person called you. By “being your own client” in this sense, you might �ind the words and idea �low more easily. You can also �ind a classmate or friend who is writing a résumé and swap projects for a while. Working on each other’s résumés might speed up the process for both of you.

KEEPING YOUR RÉSUMÉ HONEST

Estimates vary, but one comprehensive study uncovered lies about work history in more than 40 percent of the résumés tested.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note18) And dishonest applicants are getting bolder all the time—going so far as to buy fake diplomas online, pay a computer hacker to insert their names into prestigious universities’ graduation records, and sign up for services that offer phony employment veri�ication.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note19) “It’s becoming common to cheat,” observes Professor George Gollin of the University of Illinois, Urbana, mentioning the 200,000 fake college degrees sold every year as one example.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note20)

If you’re uncomfortable writing your own résumé, you might try to trade with a classmate and write each other’s résumé.

Applicants with integrity know they don’t need to stoop to lying. If you are tempted to stretch the truth, bear in mind that professional recruiters have seen all sorts of fraud by job applicants, and frustrated employers are working aggressively to uncover the truth. Nearly all employers do some form of background checking, from contacting references and verifying employment to checking criminal records and sending résumés through veri�ication services.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note21) Employers are also beginning to craft certain interview questions speci�ically to uncover dishonest résumé entries.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note22)

Résumé fraud has reached epidemic proportions, but employers are �ighting back with more rigorous screening techniques.

More than 90 percent of companies that �ind lies on résumés refuse to hire the offending applicants, even if that means withdrawing formal job offers.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note23) And if you do sneak past these �ilters and get hired, you’ll probably be exposed on the job when you can’t live up to your own résumé. Given the networked nature of today’s job market, lying on a résumé could haunt you for years—and you could be forced to keep lying throughout your career to hide the misrepresentations on your original résumé.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note24)

ADAPTING YOUR RÉSUMÉ TO YOUR AUDIENCE The importance of adapting your résumé to your target readers’ needs and interests cannot be overstated. In a competitive job market, the more you look like a good �it—a quality hire—the better your chances of securing interviews. Address your readers’ business concerns by showing how your capabilities meet the demands and expectations of the position and the organization as a whole.

Translate your past accomplishments into a compelling picture of what you can do for employers in the future.

For example, an in-house public relations (PR) department and an independent PR agency perform many of the same tasks, but the outside agency must also sell its services to multiple clients. Consequently, it needs employees who are skilled at attracting and keeping paying customers, in addition to being skilled at PR. If you are applying for both in-house and agency PR jobs, you need to adapt your résumé for each of these audiences.

MOBILE APPS

Need a simple résumé in a hurry? Resume App Pro and Resume Builder Pro let you build one right on your phone.

An essential step in adapting your résumé is using the same terminology as the employer uses to describe job responsibilities and professional accomplishments. In Figures 18.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig3) through 18.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig5) starting on page 502 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_502) , you can see how the sample résumés do this, echoing key terms and phrases from the job postings. With the rise of automated applicant tracking systems (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18term1) , matching your language to the employer’s will help you get past the keyword �ilters these systems use to rank incoming résumés.

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REAL-TIME UPDATES

LEARN MORE BY READING THIS INFOGRAPHIC

See how an applicant tracking system handles your résumé

Once you see how the system works, you’ll understand why it’s so crucial to customize the wording on your résumé for every job opening. Go to http://real- timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

If you are applying for business positions after military service or moving from one industry to another, you may need to “translate” your experience into the language of your target employers. For instance, military experience can help you develop many skills that are valuable in business, but military terminology can sound like a foreign language to people who aren’t familiar with it. Isolate the important general concepts and present them in the business language your target employers use.

Military service and other specialized experiences may need to be “translated” into terms more readily understandable by your target readers.

COMPOSING YOUR RÉSUMÉ Write your résumé using a simple and direct style. Use short, crisp phrases instead of whole sentences and focus on what your reader needs to know. Avoid using the word I, which can sound both self-involved and repetitious by the time you outline all your skills and accomplishments. Instead, start your phrases with strong action verbs such as these:25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note25)

Draft your résumé using short, crisp phrases built around strong verbs and nouns.

accomplishedcoordinated initiated participated set up

achieved created installed performed simpli�ied

administered demonstrated introduced planned sparked

approved developed investigatedpresented streamlined

arranged directed launched proposed strengthened

assisted established maintained raised succeeded

assumed explored managed recommended supervised

budgeted forecasted motivated reduced systematized

chaired generated negotiated reorganized targeted

changed identi�ied operated resolved trained

compiled implemented organized saved transformed

completed improved oversaw served upgraded

For example, you might say, “Created a campus organization for students interested in entrepreneurship” or “Managed a fast-food restaurant and four employees.” Whenever you can, quantify the results so that your claims don’t come across as empty puffery. Don’t just say that you’re a team player or detail oriented—show that you are by offering concrete proof.26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note26) Here are some examples of phrasing accomplishments using active statements that show results:

Instead of This Write Active Statements That Show Results

Responsible for developing a new �iling system Developed a new �iling system that reduced paperwork by 50 percent

I was in charge of customer complaints and all ordering problems Handled all customer complaints and resolved all product order discrepancies

I won a trip to Europe for opening the most new customer accounts in my department Generated the highest number of new customer accounts in my department

Member of special campus task force to resolve student problems with existing cafeteria assignments

Assisted in implementing new campus dining program that balances student wishes with cafeteria capacity

Providing speci�ic supporting evidence is vital, but make sure you don’t go overboard with details.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note27) Carefully select the most compelling evidence so that your message is clear and immediate.

In addition to clear writing with speci�ic examples, the particular words and phrases used throughout your résumé are critically important. The majority of résumés are now subjected to keyword searches in an applicant tracking system or other database, in which a recruiter searches for résumés most likely to match

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the requirements of a particular job. Résumés that don’t closely match the requirements may never be seen by a human reader, so it is essential to use the words and phrases that a recruiter is most likely to search on. (Although most experts used to advise including a separate keyword summary as a standalone list, the trend nowadays is to incorporate your keywords into your introductory statement and other sections of your résumé.)28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note28)

REAL-TIME UPDATES

LEARN MORE BY VISITING THIS WEBSITE

Find the keywords that will light up your résumé

This list of tips and tools will help you �ind the right keywords to customize your résumé for every opportunity. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Identifying these keywords requires some research, but you can uncover many of them while you are looking into various industries and companies. In particular, study job descriptions carefully. In contrast to the action verbs that catch a human reader’s attention, keywords that catch a computer’s attention are usually nouns that describe the speci�ic skills, attributes, and experiences an employer is looking for in a candidate. Keywords can include the business and technical terms associated with a speci�ic profession, industry-speci�ic jargon, names or types of products or systems used in a profession, job titles, and college degrees.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note29)

Include relevant keywords in your introductory statement, work history, and education sections.

Name and Contact Information

Your name and contact information constitute the heading of your résumé; include the following:

Be sure to provide complete and accurate contact information; mistakes in this section of the résumé are surprisingly common.

Name

Address (both permanent and temporary, if you’re likely to move during the job-search process)

Email address

Phone number(s)

The URL of your personal webpage, e-portfolio, or social media résumé (if you have one)

If the only email address you have is through your current employer, get a free personal email address from one of the many services that offer them. It’s not fair to your current employer to use company resources for a job search, and doing so sends a bad signal to potential employers. Also, if your personal email address is anything like precious. [email protected] (mailto:[email protected]) or [email protected] (mailto:[email protected]) , get a new email address for your business correspondence.

Use a professional-sounding email address for business correspondence, such as �[email protected].

Introductory Statement

Of all the parts of a résumé, the brief introductory statement that follows your name and contact information probably generates the most disagreement. You can put one of three things here:30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note30)

Career objective. A career objective identi�ies either a speci�ic job you want to land or a general career track you would like to pursue. Some experts advise against including a career objective because it can categorize you so narrowly that you miss out on interesting opportunities, and it is essentially about ful�illing your desires, not about meeting the employer’s needs. In the past, most résumés included a career objective, but in recent years more job seekers are using a quali�ications summary or a career summary. However, if you have little or no work experience in your target profession, a career objective might be your best option. If you do opt for an objective, word it in a way that relates your quali�ications to employer needs.

You can choose to open with a career objective, a quali�ications summary, or a career summary.

Quali�ications summary. A quali�ications summary offers a brief view of your key quali�ications. The goal is to let a reader know within a few seconds what you can deliver. You can title this section generically as “Quali�ications Summary” or “Summary of Quali�ications,” or, if you have one dominant

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quali�ication, you can use that as the title. Consider using a quali�ications summary if you have one or more important quali�ications but don’t yet have a long career history. Also, if you haven’t been working long but your college education has given you a dominant professional “theme,” such as multimedia design or statistical analysis, you can craft a quali�ications summary that highlights your educational preparedness.

If you have a reasonably focused skill set but don’t yet have a long career history, a quali�ications summary is probably the best type of introductory statement for you.

Career summary. A career summary offers a brief recap of your career with the goal of presenting increasing levels of responsibility and performance (see Figure 18.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig5) on page 504 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_504) for an example). A career summary can be particularly useful for managers who have demonstrated the ability to manage increasingly larger and more complicated business operations—a key consideration when companies look to hire upper-level executives.

Whichever option you choose, make sure it includes many of the essential keywords you identi�ied in your research—and adapt these words and phrases to each job opportunity as needed.

Education

If you’re still in college or have recently graduated, education is probably your strongest selling point. Present your educational background in depth, choosing facts that support your professional theme. Give this section a heading such as “Education,” “Technical Training,” or “Academic Preparation,” as appropriate. Then, starting with the most recent, list the name and location of each school you have attended, the month and year of your graduation (say “anticipated graduation:______” if you haven’t graduated yet), your major and minor �ields of study, signi�icant skills and abilities you’ve developed in your course work, and the degrees or certi�icates you’ve earned. Fine-tune your message by listing courses that are most relevant to each job opening, and indicate any scholarships, awards, or academic honors you’ve received.

If you are early in your career, your education is probably your strongest selling point.

The education section should also include relevant training sponsored by business or government organizations. Mention high school or military training only if the associated achievements are pertinent to your career goals.

Whether you list your grade point average depends on the job you want and the quality of your grades. If you don’t show your GPA on your résumé—and there’s no rule saying you have to—be prepared to answer questions about it during the interview process because many employers will assume that your GPA is not spectacular if you didn’t list it on your résumé. If you choose to show a grade point average, be sure to mention the scale, especially if it isn’t a four-point scale. If your grades are better within your major than in other courses, you can also list your GPA as “Major GPA” and include only those courses within your major.

Work Experience, Skills, and Accomplishments

This section can be called “Work Experience,” “Professional Experience,” or “Work and Volunteer Experience,” if you have limited work experience and want to bolster that with volunteer experience. Like the education section, the work experience section should focus on your overall theme in a way that shows how your past can contribute to an employer’s future. Use keywords to call attention to the skills you’ve developed on the job and to your ability to handle responsibility. Emphasize what you accomplished in each position, not just the generic responsibilities of the job.

When you describe past job responsibilities, identify the skills and knowledge that you can apply to a future job.

List your jobs in reverse chronological order, starting with the most recent. Include military service and any internships and part-time or temporary jobs related to your career objective. Include the name and location of the employer, and if readers are unlikely to recognize the organization, brie�ly describe what it does. When you want to keep the name of your current employer con�idential, you can identify the �irm by industry only (“a large video game developer”). If an organization’s name or location has changed since you worked there, state the current name and location and include the old information preceded by “formerly . . .” Before or after each job listing, state your job title and give the years you worked in the job; use the phrase “to present” to denote current employment. Indicate whether a job was part time.

Devote the most space to jobs that are related to your target position.

Devote the most space to the jobs that are most recent or most closely related to your target position. If you were personally responsible for something signi�icant, be sure to mention it. Facts about your skills and accomplishments are the most important information you can give a prospective employer, so quantify them whenever possible.

One helpful exercise is to write a 30-second “commercial” for each major skill you want to highlight. The commercial should offer proof that you really do possess the skill. For your résumé, distill the commercials down to brief phrases; you can use the more detailed proof statements in cover letters and as answers to interview questions.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note31)

If you have a number of part-time, temporary, or entry-level jobs that don’t relate to your career objective, you have to use your best judgment when it comes to including or excluding them. Too many minor and irrelevant work details can clutter your résumé, particularly if you’ve been in the professional workforce for a few years. However, if you don’t have a long employment history, including these jobs shows your ability and willingness to keep working.

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Activities and Achievements

This optional section can be used to highlight activities and achievements outside of a work or educational context—but only if they make you a more attractive job candidate. For example, traveling, studying, or working abroad and �luency in multiple languages could weigh heavily in your favor with employers who do business internationally.

Include personal accomplishments only if they suggest special skills or qualities that are relevant to the jobs you’re seeking.

Because many employers are involved in their local communities, they tend to look positively on applicants who are active and concerned members of their communities as well. Consider including community service activities that suggest leadership, teamwork, communication skills, technical aptitude, or other valuable attributes.

You should generally avoid indicating membership or signi�icant activity in religious or political organizations (unless, of course, you’re applying to such an organization) because doing so might raise concerns for people with differing beliefs or af�iliations. However, if you want to highlight skills you developed while involved with such a group, you can refer to it generically as a “not-for-pro�it organization.”

Finally, if you have little or no job experience and not much to discuss outside of your education, indicating involvement in athletics or other organized student activities lets employers know that you don’t spend all your free time hanging around your apartment playing video games. Also consider mentioning publications, projects, and other accomplishments that required relevant business skills.

Personal Data and References

In nearly all instances, your résumé should not include any personal data beyond the information described in the previous sections. When applying to U.S. companies, never include any of the following: physical characteristics, age, gender, marital status, sexual orientation, religious or political af�iliations, race, national origin, salary history, reasons for leaving jobs, names of previous supervisors, names of references, Social Security number, or student ID number.

When applying to U.S. companies, your résumé should not include any personal data such as age, marital status, physical description, or Social Security number.

However, be aware that standards can vary in other countries. For example, some international employers might require you to include your citizenship, nationality, or marital status.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note32)

The availability of references is assumed, so you don’t need to put “References available upon request” at the end of your résumé. However, be sure to have a list of several references ready when you begin applying for jobs. Prepare your reference sheet with your name and contact information at the top. For a �inished look, use the same design and layout you use for your résumé. Then list three or four people who have agreed to serve as references. Include each person’s name, job title, organization, address, telephone number, email address (if the reference prefers to be contacted by email), and the nature of your relationship.

Prepare a list of references but don’t include them on your résumé.

Figures 18.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig3) through 18.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig5) on the following pages show how a job applicant can put these guidelines to work in three job-search scenarios:

Scenario 1: Positioning yourself for an ideal opportunity (when you’ve found a job opening that aligns closely with your career goals and your academic and professional credentials)

Scenario 2: Positioning yourself for an available opportunity (when you can’t �ind a job in your chosen �ield and need to adapt to whatever opportunities are available)

Scenario 3: Positioning yourself for more responsibility (after you have some experience in your �ield and want to apply for positions of greater responsibility)

Figure 18.3 Crafting Your Résumé, Scenario 1: Positioning Yourself for an Ideal Opportunity

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Even for an ideal job-search scenario, where your academic and professional experiences and interests closely match the parameters of the job opening, you still need to adapt your résumé content carefully to “echo” the speci�ic language of the job description.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note33)

Figure 18.4 Crafting Your Résumé, Scenario 2: Repositioning Yourself for Available Opportunities

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If you can’t �ind an ideal job opening, you’ll need to adjust your plans and adapt your résumé to the openings that are available. Look for opportunities that meet your near-term �inancial needs while giving you the chance to expand your skill set so that you’ll be even more prepared when an ideal opportunity does come along.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note34)

Figure 18.5 Crafting Your Résumé, Scenario 3: Positioning Yourself for More Responsibility

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When you have a few years of experience under your belt, your résumé strategy should shift to emphasize work history and accomplishments. Here is how Emma Gomes might reshape her résumé if she had held the two jobs described in Figures 18.4 and 18.5 and is now ready for a bigger challenge.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note35)

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4 LEARNING OBJECTIVE Characterize the completing step for résumés, including the six most common formats in which you can produce a résumé.

18.4 Completing Your Résumé Completing your résumé involves revising it for optimum quality, producing it in the various forms and media you’ll need, and proofreading it for any errors before distributing it or publishing it online.

REVISING YOUR RESUME Revising your résumé for clarity and conciseness is essential. Recruiters and hiring managers want to �ind key pieces of information about you, including your top skills, your current job, and your education, in a matter of seconds. Many are overwhelmed with résumés, and if they have to work to �ind or decode this information, chances are they’ll toss yours aside and move on to the next one in the pile. Remember the fundamental purpose of the résumé—to get you an interview, not to get you a job. Weed out details and irrelevant information until your résumé is tight, clear, and focused.

Revise your résumé until it is as short and clear as possible.

The ideal length of your résumé depends on the depth of your experience and the level of the positions for which you are applying. As a general guideline, if you have fewer than �ive years of professional experience, keep your conventional résumé to one page. For online résumé formats, you can always provide links to additional information. If you have more experience and are applying for a higher-level position, you may need to prepare a somewhat longer résumé.36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note36) For highly technical positions, longer résumés are often the norm as well because the quali�ications for such jobs can require more description.

If your employment history is brief, keep your résumé to one page.

PRODUCING YOUR RESUME No matter how many media and formats you eventually choose for producing your résumé, a clean, professional-looking design is a must. Recruiters and hiring managers typically skim your essential information in a matter of seconds, and anything that distracts or delays them will work against you.

Effective résumé designs are clear, clean, and professional.

Choosing a Design Strategy for Your Résumé

You’ll �ind a wide range of résumé designs in use today, from text-only examples that follow a conventional layout to full-color infographics with unique designs. As with every type of business message, keep your audience, your goals, and your resources in mind. Don’t choose a style just because it seems trendy or �lashy or different. For example, you can �ind a lot of eye-catching infographic résumés online, but many of those are created by graphic designers applying for visual jobs in advertising, fashion, web design, and other areas in which graphic design skills are a must. In other words, the intended audience expects an applicant to have design skills, and the résumé is a good opportunity to demonstrate those. In contrast, a colorful, graphically intense résumé might just look odd to recruiters in �inance, engineering, or other professions.

Don’t pick a résumé style just because it’s trendy or different; make sure it works for your speci�ic needs.

The sample résumés in Figures 18.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#ch18�ig3) through 18.5 use a classic, conservative design that will serve you well for most business opportunities. Notice how they feature simplicity, an easy-to-read layout, effective use of white space, and clear typefaces. Recruiters can pick out the key pieces of information in a matter of seconds.

You can certainly enhance your résumé beyond this style, but do so carefully and always with an eye on what will help the reader. Make subheadings easy to �ind and easy to read. Avoid big blocks of text, and use lists to itemize your most important quali�ications. Color is not necessary by any means, but if you add color, make it subtle and sophisticated. Above all, don’t make the reader work to �ind the key points of story. Your résumé should be a high-ef�iciency information- delivery system, not a treasure hunt.

With any résumé design, make sure that readers can �ind essential information in a matter of seconds.

Depending on the companies you apply to, you might want to produce your résumé in as many as six formats (all are explained in the following sections):

Printed traditional résumé

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Printed scannable résumé

Electronic plain-text �ile

Be prepared to produce versions of your résumé in multiple formats.

Microsoft Word �ile

Online résumé

PDF �ile

Unfortunately, no single format or medium will work for all situations, and employer expectations continue to change as technology evolves. Find out what each employer or job posting website expects, and provide your résumé in that speci�ic format.

Do not include or enclose a photo in résumés that you send to employers or post on job websites.

Considering Photos, Videos, Presentations, and Infographics

As you produce your résumé in various formats, you will encounter the question of whether to include a photograph of yourself on or with your résumé. For print or electronic documents that you will be submitting to employers or job websites, the safest advice is to avoid photos. The reason is that seeing visual cues of the age, ethnicity, and gender of candidates early in the selection process exposes employers to complaints of discriminatory hiring practices. In fact, some employers won’t even look at résumés that include photos, and some applicant tracking systems automatically discard résumés with any extra �iles.37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note37) However, photographs are acceptable and expected for social media résumés and other online formats where you are not actively submitting a résumé to an employer.

In addition to the six main résumé formats, some applicants create PowerPoint or Prezi presentations, videos, or infographics to supplement a conventional résumé. Two key advantages of a presentation supplement are �lexibility and multimedia capabilities. For instance, you can present a menu of choices on the opening screen and allow viewers to click through to sections of interest. (Note that most of the things you can accomplish with a presentation can be done with an online résumé, which is probably more convenient for most readers.)

A video résumé can be a compelling supplement as well, but be aware that some employment law experts advise employers not to view videos, at least not until after candidates have been evaluated solely on their credentials. The reason for this caution is the same as with photographs. In addition, videos are more cumbersome to evaluate than paper or electronic résumés, and some recruiters refuse to watch them.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note38) However, not all companies share this concern over videos, so you’ll have to research their individual preferences. In fact, the online retailer Zappos encourages applicant videos and provides a way to upload videos on its job application webpage.39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note39)

An infographic résumé attempts to convey a person’s career development and skill set graphically through a visual metaphor such as a timeline or subway map or as a poster with array of individual elements. A well-designed infographic could be an intriguing element of the job-search package for candidates in certain situations and professions because it can de�initely stand out from traditional résumés and can show a high level of skill in visual communication. However, infographics are likely to be incompatible with most applicant tracking systems and with the screening habits of most recruiters, so while you might stand out with an infographic, you might also get tossed out if you try to use an infographic in place of a conventional résumé. In virtually every situation, an infographic should complement a conventional résumé, not replace it. In addition, successful infographics require skills in graphical design, and if you lack those skills, you’ll need to hire a designer.

Producing a Traditional Printed Résumé

Even though most of your application activity will take place online, having a copy of a conventional printed résumé is important for taking to job fairs, interviews, and other events. Many interviewers expect you to bring a printed résumé to the interview, even if you applied online. The résumé can serve as a note-taking form or discussion guide, and it is tangible evidence of your attention to professionalism and detail.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note40) When printing a résumé, choose a heavier, higher-quality paper designed speci�ically for résumés and other important documents. White or slightly off-white is the best color choice. Avoid papers with borders or backgrounds.

Use high-quality paper when printing your résumé.

Printing a Scannable Résumé

Some employers still prefer résu-més in scannable format, but most now want electronic submissions.

You might encounter a company that prefers scannable résumés, a type of printed résumé that is specially formatted to be compatible with optical scanning systems that convert printed documents to electronic text. These systems were quite common just a few years ago, but their use appears to be declining rapidly as more employers prefer email delivery or website application forms.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note41) A

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scannable résumé differs from the traditional format in two major ways: It should always include a keyword summary, and it should be formatted in a simpler fashion that avoids underlining, special characters, and other elements that can confuse the scanning system. If you need to produce a scannable résumé, search online for “formatting a scannable résumé” to get detailed instructions.

Creating a Plain-Text File of Your Résumé

A plain-text �ile (sometimes known as an ASCII text �ile) is an electronic version of your résumé that has no font formatting, no bullet symbols, no colors, no lines or boxes, and no other special formatting. The plain-text version can be used in two ways. First, you can include it in the body of an email message, for employers who want email delivery but don’t want �ile attachments. Second, you can copy and paste the sections into the application forms on an employer’s website.

A plain-text version of your résumé is simply a computer �ile without any of the formatting that you typically apply using word-processing software.

A plain-text version is easy to create with your word processor. Start with the �ile you used to create your résumé, use the “Save As” choice to save it as “plain text” or whichever similarly labeled option your software has, and verify the result by using a basic text editor (such as Microsoft Notepad). If necessary, reformat the page manually, moving text and inserting space as needed. For simplicity’s sake, left-justify all your headings rather than trying to center them manually.

Make sure you verify the plain-text �ile that you create with your word processor; it might need a few manual adjustments using a text editor such as NotePad.

Creating a Word File of Your Résumé

In some cases, an employer or job-posting website will want you to upload a Microsoft Word �ile or attach it to an email message. (Although there are certainly other word-processing software programs available, Microsoft Word is the de facto standard in business these days.) This method of transferring information preserves the design and layout of your résumé and saves you the trouble of creating a plain-text version. However, before you submit a Word �ile to anyone, make sure your computer is free of viruses. Infecting a potential employer’s computer will not make a good �irst impression.

Some employers and websites want your résumé in Microsoft Word format; make sure your computer is thoroughly scanned for viruses �irst, however.

Creating a PDF Version of Your Résumé

Creating a PDF �ile is a simple procedure, but you need the right software. Adobe Acrobat (not the free Adobe Reader) is the best-known program, but many others are available, including some free versions. You can also use Adobe’s online service to create PDFs without buying software. The advantages of creating PDFs are that you preserve the formatting of your résumé (unlike pasting plain text into an email message), and you create a �ile type that is less vulnerable to viruses than word-processer �iles.

Creating an Online or Social Media Résumé

A variety of online résumé formats, variously referred to as e-portfolios, interactive résumés, or social media résumés, provide the opportunity to create a dynamic, multimedia presentation of your quali�ications. You can expand on the information contained in your basic résumé with links to projects, publications, screencasts, online videos, course lists, blogs, social networking pro�iles, and other elements that give employers a more complete picture of who you are and what you can offer (see Figure 18.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29#ch18�ig6) on the next page).

You have many options for creating an online résumé, from college-hosted e-portfolios to multimedia résumés on commercials websites.

You have a number of options for hosting an online résumé. Start with your college’s career center; many such centers offer hosting for e-portfolios, for example, where you can showcase your academic achievements. You can also chose one of the commercial résumé hosting services, such as LinkedIn, VisualCV, and Gozaik. In addition to being free (for basic services, at least), these sites provide easy-to-use tools for creating your online pro�ile. You can also use them to peruse examples of various résumés, from students just about to enter the workforce full-time all the way up to corporate CEOs.

Regardless of the approach you take to creating an online résumé, keep these helpful tips in mind:

Remember that your online presence is a career-management tool. The way you are portrayed online can work for you or against you, and it’s up to you to create a positive impression.

Figure 18.6 Social Media Résumé

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Gozaik is one of several services that allow you to create and post a social media résumé.

Source: Reprinted by permission of Gozaik.com (http://Gozaik.com) .

Take advantage of social networking. Use whatever tools are available to direct people to your online résumé, such as including your URL in your Twitter pro�ile.

During the application process, don’t expect or ask employers to retrieve a résumé from a website. Submit your résumé using whatever method and medium each employer prefers. If employers then want to know more about you, they will likely do a web search on you and �ind your site, or you can refer them to your site in your résumé or application materials.

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REAL-TIME UPDATES

REAL-TIME UPDATES: LEARN MORE BY READING THIS ARTICLE

Don’t let these mistakes cost you an interview

Make sure you don’t commit these nine costly blunders. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

PROOFREADING YOUR RESUME Employers view your résumé as a concrete example of your attention to quality and detail. Your résumé doesn’t need to be good or pretty good—it needs to be perfect. Although it may not seem fair, just one or two errors in a job application package are enough to doom a candidate’s chances.42 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note42)

Your résumé can’t be “pretty good” or “almost perfect”—it needs to be perfect, so proofread it thoroughly and ask several other people to verify it, too.

Your résumé is one of the most important documents you’ll ever write, so don’t rush or cut corners when it comes to proofreading. Check all headings and lists for clarity and parallelism, and be sure your grammar, spelling, and punctuation are correct. Doublecheck all dates, phone numbers, email addresses, and other essential data. Ask at least three other people to read it, too. As the creator of the material, you could stare at a mistake for weeks and not see it.

DISTRIBUTING YOUR RESUME How you distribute your résumé depends on the number of employers you target and their preferences for receiving résumés. Employers usually list their requirements on their websites, so verify this information and follow it carefully. Beyond that, here are some general distribution tips:

When distributing your résumé, pay close attention to the speci�ic instructions provided by every employer, job website, or other recipient.

Mailing printed résumés. Take some care with the packaging. Spend a few extra cents to mail these documents in a �lat 9 × 12 envelope, or better yet, use a Priority Mail �latrate envelope, which gives you a sturdy cardboard mailer and faster delivery for just a few more dollars.

Emailing your résumé. Some employers want applicants to include the text of their résumés in the body of an email message; others prefer an attached Microsoft Word or PDF �ile. If you have a reference number or a job ad number, include it in the subject line of your email message.

Submitting your résumé to an employer’s website. Many employers, including most large companies, now prefer or require applicants to submit their résumés online. In some instances, you will be asked to upload a complete �ile. In others, you will need to copy and paste sections of your résumé into individual boxes in an online application form.

Posting your résumé on job websites. You can post your résumé on general-purpose job websites such as Monster and CareerBuilder, on more specialized websites such as Jobster or Jobfox, or with staf�ing services such as Volt. Roughly 100,000 job boards are now online, so you’ll need to spend some time looking for sites that specialize in your target industries, regions, or professions.43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note43) Before you upload your résumé to any site, however, learn about its privacy protection. Some sites allow you to specify levels of con�identiality, such as letting employers search your quali�ications without seeing your personal contact information or preventing your current employer from seeing your résumé. Don’t post your résumé to any website that doesn’t give you the option of restricting the display of your contact information. Only employers that are registered clients of the service should be able to see your contact information.44 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec29a#ch18note44)

Don’t post a résumé on any public website unless you understand its privacy and security policies.

For a quick summary of the steps to take when planning, writing, and completing your résumé, refer to “Checklist: Writing an Effective Résumé.” For the latest information on résumé writing and distribution, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18#ch18) .

CHECKLIST ✓ Writing an Effective Résumé A. Plan your résumé.

Analyze your purpose and audience carefully to make sure your message meets employers’ needs.

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Gather pertinent information about your target companies.

Select the required media types by researching the preferences of each employer.

Organize your résumé around your strengths, choosing the chronological, functional, or combination structure. (Be careful about using the functional structure.)

B. Write your résumé.

Keep your résumé honest.

Adapt your résumé to your audience to highlight the quali�ications each employer is looking for.

Choose a career objective, quali�ications summary, or career summary as your introductory statement—and make it concise, concrete, and reader-focused.

Use powerful language to convey your name and contact information, introductory statement, education, work experience, skills, work or school accomplishments, and activities and achievements.

C. Complete your résumé.

Revise your résumé until it is clear, concise, compelling—and perfect.

Produce your résumé in all the formats you might need: traditional printed résumé, scannable, plain-text �ile, Microsoft Word �ile, PDF, or online.

Proofread your résumé to make sure it is absolutely perfect.

Distribute your résumé using the means that each employer prefers.

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Quick Learning Guide

KEY TERMS applicant tracking systems Computer systems that capture and store incoming résumés and help recruiters �ind good prospects for current openings chronological résumé The most common résumé format; it emphasizes work experience, with past jobs shown in reverse chronological order combination résumé Format that includes the best features of the chronological and functional approaches functional résumé Format that emphasizes your skills and capabilities while identifying employers and academic experience in subordinate sections; many

recruiters view this format with suspicion networking The process of making connections with mutually bene�icial business contacts résumé A structured, written summary of a person’s education, employment background, and job quali�ications

SUMMARY OF LEARNING OBJECTIVES 1 List eight key steps to �inding the ideal opportunity in today’s job market. The eight steps discussed in this chapter are (1) writing the story of you, which involves describing where you have been in your career so far and where you would like to go in the future; (2) learning to think like an employer so you can present yourself as a quality hire; (3) researching industries and companies of interest to identify promising opportunities and to learn the language of the hiring managers; (4) translating your general potential into a speci�ic solution for each employer so that you look like a good �it for each opening; (5) taking the initiative to approach interesting companies even if they haven’t yet posted any job openings; (6) building your network so you and your connections can help each other in the job search process; (7) seeking career counseling if appropriate; and (8) avoiding the easily avoidable mistakes that can ruin your chances of getting a job.

2 Explain the process of planning your résumé, including how to choose the best résumé organization. Planning a résumé starts with recognizing what it is: a persuasive message designed to get you job interviews. Gathering the necessary information involves learning about target industries, professions, companies, and speci�ic positions, as well as gathering information about yourself. Choosing the best résumé organization depends on your background and your goals. A chronological résumé helps employers easily locate necessary information, highlights your professional growth and career progress, and emphasizes continuity and stability. If you can use the chronological format, you should because it is the approach employers tend to prefer. A functional résumé helps employers easily see what you can do for them, allows you to emphasize earlier job experience, and lets you downplay any lengthy periods of unemployment or a lack of career progress. However, many employers are suspicious of functional résumés for this very reason. The combination approach uses the best features of the other two and is often the best choice for recent graduates.

3 Describe the tasks involved in writing your résumé, and list the major sections of a traditional résumé. Adapting to the audience is crucial because readers are looking to see how well you understand their businesses and can present a solution to their talent needs. The major sections to consider including in your résumé are (1) your name and contact information; (2) an introductory statement, which can be a career objective, a quali�ications summary, or a career summary; (3) your education; (4) your work experience; and (5) activities and achievements that are professionally relevant. Most résumés do not need to include any personal data.

4 Characterize the completing step for résumés, including the six most common formats in which you can produce a résumé. Quality is paramount with résumés, so the tasks of revising and proo�ing are particularly important. The six common résumé formats are traditional printed résumé, scannable résumé, electronic plain-text �ile, Microsoft Word �ile, PDF, and online résumé (which might be called a personal webpage, an e-portfolio, or a social media résumé).

COMMUNICATION CHALLENGES AT ATK You work as a recruiter in the human resources department at ATK’s Minneapolis headquarters, where part of your responsibility involves using the applicant tracking system to identify promising job candidates. Solve these challenges by using what you’ve learned about presenting oneself effectively on a résumé.

INDIVIDUAL CHALLENGE: One of today’s tasks is selecting candidates to be interviewed for a management trainee position. This position involves signi�icant interaction with other departments, so communication skills are vital. The applicant tracking system has turned up two candidates with almost identical quali�ications. You have time to interview only one of them, however. Based on the way the two candidates described their education, which one would you invite in for an interview—and why?

a. Morehouse College, Atlanta, GA, 2003–2007. Received BA degree with a major in Business Administration and a minor in Finance. Graduated with a 3.65 grade-point average. Played varsity football and basketball. Worked 15 hours per week in the library. Coordinated the local student chapter of the American Management Association. Member of Alpha Phi Alpha social fraternity.

b. I attended Wayne State University in Detroit, Michigan, for two years and then transferred to the University of Michigan at Ann Arbor, where I completed my studies. My major was economics, but I also took many business management courses, including employee motivation, small business administration, history of business start-ups, and organizational behavior. I selected courses based on the professors’ reputation for excellence, and I received mostly As and Bs. Unlike many other college students, I viewed the acquisition of knowledge—rather than career preparation—as my primary goal. I believe I have received a well-rounded education that has prepared me to approach management situations as problem-solving exercises.

TEAM CHALLENGE: To �ind candidates for an accounting associate position (a job typically �illed by college graduates rather than more experienced professionals), you searched the application tracking system and found the following rather unconventional résumé. With one or two other students, decide whether you should (1) invite this candidate for an interview; (2) reject the application without further analysis; (3) review the candidate’s web-based e- portfolio, then make a decision about inviting him in for an interview; or (4) compare the candidate’s quali�ications relative to those of other applicants and invite him in for an interview only if you cannot �ind several quali�ied applicants. Explain your choice.

Darius Jaidee

809 N. Perkins Rd, Stillwater, OK 74075

Phone: (405) 369–0098

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Email: [email protected] (mailto:[email protected])

Career Objective: To build a successful career in �inancial management

Summary of Quali�ications: As a student at the University of Oklahoma, Stillwater, completed a wide variety of assignments that demonstrate skills related to accounting and management. For example:

Planning Skills: As president of the university’s foreign affairs forum, organized six lectures and workshops featuring 36 speakers from 16 foreign countries within a nine-month period. Identi�ied and recruited the speakers, handled their travel arrangements, and scheduled the facilities.

Communication Skills: Wrote more than 25 essays and term papers on various academic topics, including at least 10 dealing with business and �inance. As a senior, wrote a 20-page analysis of �inancial trends in the petroleum industry, interviewing �ive high-ranking executives in accounting and �inance positions at ConocoPhillip’s re�inery in Ponca City, Oklahoma, and company headquarters in Houston, Texas.

Accounting and Computer Skills: Competent in all areas of Microsoft Of�ice, including Excel spreadsheets and Access databases. Assisted with bookkeeping activities in parents’ small business, including the conversion from paper-based to computer-based accounting (Peachtree software). Have taken courses in accounting, �inancial planning, database design, web design, and computer networking.

For more information, including employment history, please access my e-portfolio at http://dariusjaidee.com (http://dariusjaidee.com) .

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

18-1. What does quality of hire mean? [LO-1]

18-2. Why is it important to have an organized approach to �inding a new job? [LO-1]

18-3. Why is it important to contribute to any networks you belong to, in addition to looking for assistance for your own career? [LO-1]

18-4. What is the purpose of a résumé? [LO-2]

18-5. Why are some employers suspicious of the functional résumé? [LO-2]

18-6. What are keywords? [LO-3]

18-7. Should you include personal data on a résumé? Explain your answer. [LO-3]

18-8. What is a plain-text résumé? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

18-9. How can you “think like an employer” if you have no professional business experience? [LO-1]

18-10. If you were a team leader at a summer camp for children with special needs, should you include this in your employment history if you are applying for work that is unrelated? Explain your answer. [LO-3]

18-11. Can you use a quali�ications summary if you don’t yet have extensive professional experience in your desired career? Why or why not? [LO-3]

18-12. Some people don’t have a clear career path when they enter the job market. If you’re in this situation, how would your uncertainty affect the way you write your résumé? [LO-3]

18-13. Between your sophomore and junior years, you quit school for a year to earn the money to �inish college. You worked as a loan-processing assistant in a �inance company, checking references on loan applications, typing, and �iling. Your manager made a lot of the fact that he had never attended college. He seemed to resent you for pursuing your education, but he never criticized your work, so you thought you were doing okay. After you’d been working there for six months, he �ired you, saying that you’d failed to be thorough enough in your credit checks. You were actually glad to leave, and you found another job right away at a bank, doing similar duties. Now that you’ve graduated from college, you’re writing your résumé. Will you include the �inance company job in your work history? Explain. [LO-3]

Practice Your Skills Message for Analysis

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Read the following résumé information and then (1) analyze the strengths or weaknesses of the information and (2) revise the résumé so that it follows the guidelines presented in this chapter.

18-14. Message 18.A: Writing a Résumé [LO-3]

Sylvia Manchester 765 Belle Fleur Blvd. New Orleans, LA 70113 (504) 312–9504 [email protected] (mailto:[email protected])

PERSONAL: Single, excellent health, 5′7., 136 lbs.; hobbies include cooking, dancing, and reading.

JOB OBJECTIVE: To obtain a responsible position in marketing or sales with a good company.

EDUCATION: BA degree in biology, University of Louisiana, 1998. Graduated with a 3.0 average. Member of the varsity cheerleading squad. President of Panhellenic League. Homecoming queen.

WORK EXPERIENCE

Fisher Scienti�ic Instruments, 2014 to now, �ield sales representative. Responsible for calling on customers and explaining the features of Fisher’s line of laboratory instruments. Also responsible for writing sales letters, attending trade shows, and preparing weekly sales reports.

Fisher Scienti�ic Instruments, 2011–2013, customer service representative. Was responsible for handling incoming phone calls from customers who had questions about delivery, quality, or operation of Fisher’s line of laboratory instruments. Also handled miscellaneous correspondence with customers.

Medical Electronics, Inc., 2008–2011, administrative assistant to the vice president of marketing. In addition to handling typical secretarial chores for the vice president of marketing, I was in charge of compiling the monthly sales reports, using �igures provided by members of the �ield sales force. I also was given responsibility for doing various market research activities.

New Orleans Convention and Visitors Bureau, 2005–2008, summers, tour guide. During the summers of my college years, I led tours of New Orleans for tourists visiting the city. My duties included greeting conventioneers and their spouses at hotels, explaining the history and features of the city during an all-day sightseeing tour, and answering questions about New Orleans and its attractions. During my fourth summer with the bureau, I was asked to help train the new tour guides. I prepared a handbook that provided interesting facts about the various tourist attractions, as well as answers to the most commonly asked tourist questions. The Bureau was so impressed with the handbook they had it printed up so that it could be given as a gift to visitors.

University of Louisiana, 2005–2008, part-time clerk in admissions of�ice. While I was a student in college, I worked 15 hours a week in the admissions of�ice. My duties included �iling, processing applications, and handling correspondence with high school students and administrators.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

18-15. Career Management: Researching Career Opportunities [LO-1] Based on the preferences you identi�ied in your career self-assessment (see page xliii in the Prologue) and the academic, professional, and personal qualities you have to offer, perform an online search for a career that matches your interests (starting with the websites listed in Table 18.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18tab1) ). Draft a brief report for your instructor, indicating how the career you select and the job openings you �ind match your strengths and preferences.

Message Strategies: Writing a Résumé; Collaboration: Team Projects [LO-3], Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) Working with another student, change the following statements to make them more effective for a résumé by using action verbs.

18-16. Have some experience with database design. 18-17. Assigned to a project to analyze the cost accounting methods for a large manufacturer. 18-18. I was part of a team that developed a new inventory control system. 18-19. Am responsible for preparing the quarterly department budget. 18-20. Was a manager of a department with seven employees working for me. 18-21. Was responsible for developing a spreadsheet to analyze monthly sales by department. 18-22. Put in place a new program for ordering supplies. 18-23. Message Strategies: Writing a Résumé [LO-3] Using your team’s answers to Exercise 2, make the statements stronger by quantifying them. (Make up

any numbers you need.) 18-24. Message Strategies: Writing a Résumé; Communication Ethics: Resolving Ethical Dilemmas [LO-3], Chapter 1

(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) Assume that you achieved all the tasks shown in Exercise 2 not as an individual employee but as part of a work team. In your résumé, must you mention other team members? Explain your answer.

18-25. Completing a Résumé [LO-4] Using your revised version of the résumé in Message for Analysis 18.A, create a plain-text �ile that Sylvia Manchester could use to include in email messages.

18-26. Completing a Résumé [LO-4] Imagine you are applying for work in a �ield that involves speaking in front of an audience, such as sales, consulting, management, or training. Using material you created for any of the exercises or cases in Chapters 16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch16#ch16) or 17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch17#ch17) , record a two- to three-minute video demonstration of your speaking and presentation skills. Record yourself speaking to an audience, if one can be arranged.

Expand Your Skills Critique the Professionals

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Locate an example of an online résumé (a sample or an actual résumé). Analyze the résumé following the guidelines presented in this chapter. Using whatever medium your instructor requests, write a brief analysis (no more than one page) of the résumé’s strengths and weaknesses, citing speci�ic elements from the ré- sumé and support from the chapter. If you are analyzing a real ré-sumé, do not include any personally identi�iable data, such as the person’s name, email address, or phone number, in your report.

Sharpen Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on creating effective online résumés. Write a brief email message to your instructor or a post for your class blog, describing the item that you found and summarizing the career skills information you learned from it.

Cases Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

CAREER SKILLS/EMAIL SKILLS 18-27. Career Planning: Researching Career Opportunities [LO-1] Knowing the jargon and “hot button” issues in a particular profession or industry can give you a big advantage when it comes to writing your résumé and participating in job interviews. You can �ine-tune your résumé for both human readers and applicant tracking systems, sound more con�ident and informed in interviews, and present yourself as a professional-class individual with an inquiring mind.

Your task: Imagine a speci�ic job category in a company that has an informative, comprehensive website (to facilitate the research you’ll need to do). This doesn’t have to be a current job opening, but a position you know exists or is likely to exist in this company, such as a business systems analyst at Apple or a brand manager at Unilever.

Explore the company’s website and other online sources to �ind the following: (1) a brief description of what this job entails, with enough detail that you could describe it to a fellow student; (2) some of the terminology used in the profession or industry, both formal terms that might serve as keywords on your résumé and informal terms and phrases that insiders are likely to use in publications and conversations; (3) an ongoing online conversation among people in this profession, such as a LinkedIn Group, a popular industry or professional blog that seems to get quite a few comments, or an industry or professional publication that attracts a lot of comments; and (4) at least one signi�icant issue that will affect people in this profession or companies in this industry over the next few years. For example, if your chosen profession involves accounting in a publicly traded corporation, upcoming changes in international �inancial reporting standards would be a signi�icant issue. Similarly, for a company in the consumer electronics industry, the recycling and disposal of e-waste is an issue. Write a brief email message summarizing your �indings and explaining how you could use this information on your résumé and during job interviews.

CAREER SKILLS/EMAIL SKILLS 18-28. Career Management: Researching Career Opportunities [LO-1] Perhaps you won’t be able to land your ultimate dream job right out of college, but that doesn’t mean you shouldn’t start planning right now to make that dream come true.

Your task: Using online job search tools, �ind a job that sounds just about perfect for you, even if you’re not yet quali�ied for it. It might even be something that would take 10 or 20 years to reach. Don’t settle for something that’s not quite right—�ind a job that is so “you” and so exciting that you would jump out of bed every morning, eager to go to work (such jobs really do exist!). Start with the job description you found online and then supplement it with additional research so that you get a good picture of what this job and career path are all about. Compile a list of all the quali�ications you would need in order to have a reasonable chance of landing such a job. Now compare this list with your current résumé. Write a brief email message to your instructor that identi�ies all the areas in which you would need to improve your skills, work experience, education, and other quali�ications in order to land your dream job.

CAREER SKILLS/EMAIL SKILLS 18-29. Planning a Résumé [LO-2] If you haven’t begun your professional career yet or you are pursuing a career change, the employment history section on your résumé can sometimes be a challenge to write. A brainstorming session with your wise and creative classmates could help.

Your task: In a team assigned by your instructor, help each other evaluate your employment histories and �igure out the best way to present your work backgrounds on a résumé. First, each member of the team should compile his or her work history, including freelance projects and volunteer work if relevant, and share this information with the team. After allowing some time for everyone to review each other’s information, meet as a team (in person if you can, or online otherwise). Discuss each person’s history, pointing out strong spots and weak spots, and then brainstorm the best way to present each person’s employment history.

Note: If there are aspects of your employment history you would rather not share with your teammates, substitute a reasonably similar experience of the same duration.

CAREER SKILLS/EMAIL SKILLS 18-30. Writing a Résumé [LO-3] The introductory statement of a résumé requires some careful thought, both in deciding which of the three types of introductory statement (see page 499 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec19#page_499) ) to use and what information to include in it. Getting another person’s perspective on this communication challenge can be helpful. In this activity, in fact, someone else is going to write your introductory statement for you, and you will return the favor.

Your task: Pair off with a classmate. Provide each other with the basic facts about your quali�ications, work history, education, and career objectives. Then meet in person or online for an informal interview, in which you ask each other questions to �lesh out the information you have on each other. Assume that each of you has chosen to use a quali�ications summary for your résumé. Now write each other’s quali�ications summary and then trade them for review. As you read what

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your partner wrote about you, ask yourself if this feels true to what you believe about yourself and your career aspirations. Do you think it introduces you effectively to potential employers? What might you change about it?

PRESENTATION SKILLS/PORTFOLIO BUILDER 18-31. Message Strategies: Completing a Résumé [LO-4] Creating presentations and other multimedia supplements can be a great way to expand on the brief overview that a résumé provides.

Your task: Starting with any version of a résumé you’ve created for yourself, create a PowerPoint presentation that expands on your résumé information to give potential employers a more complete picture of what you can contribute. Include samples of your work, testimonials from current or past employers and colleagues, videos of speeches you’ve made, and anything else that tells the story of the professional “you.” If you have a speci�ic job or type of job in mind, focus your presentation on that. Otherwise, present a more general picture that shows why you would be a great employee for any company to consider. Be sure to review the information from Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) about creating professional-quality presentations.

CAREER SKILLS/VIDEO SKILLS 18-32. Message Strategies: Completing a Résumé [LO-4] In the right circumstances, brief videos can be an effective complement to a traditional job-search communication package.

Your task: Find a job opening that interests you (something you are at least partially quali�ied for at this stage of your career) and produce a two-minute video pro�ile of yourself, highlighting the skills mentioned in the job description. For tips on producing effective video, visit the Indie Filmmaking website.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

18-33. How does a chronological résumé differ from a functional résumé, and when is each appropriate? [LO-2] 18-34. Explain the difference between a quali�ications summary and a career summary. [LO-3]

Endnotes 1. ATK Corporate Pro�ile, accessed 10 February 2013, www.atk.com (http://www.atk.com) ; Ed Frauenheim, “Weapons-Maker ATK Practices Personnel Precision,” Workforce Management, March 2011, 22–23, 26; Ed Frauenheim, “Numbers Game: Companies Utilize Data to Predict Workforce Needs,” Workforce Management, March 2011, 20–21; OrcaEyes website, accessed 23 March 2011, www.orcaeyes.com (http://www.orcaeyes.com) .

2. Courtland L. Bovée and John V. Thill, Business in Action, 5th ed. (Boston: Pearson Prentice Hall, 2011), 241–242.

3. Anne Fisher, “How to Get Hired by a ‘Best’ Company,” Fortune, 4 February 2008, 96.

4. Eve Tahmincioglu, “Revamping Your Job-Search Strategy,” MSNBC.com (http://MSNBC.com) , 28 February 2010, www.msnbc.com (http://www.msnbc.com) .

5. Jessica Dickler, “The Hidden Job Market,” CNNMoney.com (http://CNNMoney.com) , 10 June 2009, http://money.cnn.com (http://money.cnn.com) .

6. Tara Weiss, “Twitter to Find a Job,” Forbes, 7 April 2009, www.forbes.com (http://www.forbes.com) .

7. Miriam Saltpeter, “Using Facebook Groups for Job Hunting,” Keppie Careers blog, 13 November 2008, www.keppiecareers.com (http://www.keppiecareers.com) .

8. Anne Fisher, “Greener Pastures in a New Field,” Fortune, 26 January 2004, 48.

9. Liz Ryan, “Etiquette for Online Outreach,” Yahoo! Hotjobs website, accessed 26 March 2008, http://hotjobs.yahoo.com (http://hotjobs.yahoo.com) .

10. Eve Tahmincioglu, “Employers Digging Deep on Prospective Workers,” MSNBC.com (http://MSNBC.com) , 26 October 2009, www.msnbc.com (http://www.msnbc.com) .

11. Career and Employment Services, Danville Area Community College website, accessed 23 March 2008, www.dacc.edu/career (http://www.dacc.edu/career) ; Career Counseling, Sarah Lawrence College website, accessed 23 March 2008, www.slc.edu/occ/index.php (http://www.slc.edu/occ/index.php) ; Cheryl L. Noll, “Collaborating with the Career Planning and Placement Center in the Job-Search Project,” Business Communication Quarterly 58, no. 3 (1995): 53–55.

12. Rachel Emma Silverman, “No More Résumés, Say Some Firms,” Wall Street Journal, 24 January 2012, http://online.wsj.com (http://online.wsj.com) .

13. Randall S. Hansen and Katharine Hansen, “What Résumé Format Is Best for You?” QuintCareers.com (http://QuintCareers.com) , accessed 7 August 2010, www.quintcareers.com (http://www.quintcareers.com) .

14. Hansen and Hansen, “What Résumé Format Is Best for You?”

15. Katharine Hansen, “Should You Consider a Functional Format for Your Resume?” QuintCareers.com (http://QuintCareers.com) , accessed 7 August 2010, www.quintcareers.com (http://www.quintcareers.com) .

16. Kim Isaacs, “Resume Dilemma: Criminal Record,” Monster.com (http://Monster.com) , accessed 23 May 2006, www.monster.com (http://www.monster.com) ; Kim Isaacs, “Resume Dilemma: Employment Gaps and Job-Hopping,” Monster.com (http://Monster.com) , accessed 23 May 2006, www.monster.com (http://www.monster.com) ; Susan Vaughn, “Answer the Hard Questions Before Asked,” Los Angeles Times, 29 July 2001, W1–W2.

17. John Steven Niznik, “Landing a Job with a Criminal Record,” About.com (http://About.com) , accessed 12 December 2006, http://jobsearchtech.about.com (http://jobsearchtech.about.com) .

18. “How to Ferret Out Instances of Résumé Padding and Fraud,” Compensation & Bene�its for Law Of�ices, June 2006, 1.

19. “Resume Fraud Gets Slicker and Easier,” CNN.com (http://CNN.com) , accessed 11 March 2004, www.cnn.com (http://www.cnn.com) .

20. “Resume Fraud Still Major Problem HR Needs to Address,” HR Focus, July 2012, 13–15.

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21. Cari Tuna and Keith J. Winstein, “Economy Promises to Fuel Résumé Fraud,” Wall Street Journal, 17 November 2008, http://online.wsj.com (http://online.wsj.com) ; Lisa Takeuchi Cullen, “Getting Wise to Lies,” Time, 1 May 2006, 59; “Resume Fraud Gets Slicker and Easier”; Employment Research Services website, accessed 18 March 2004, www.erscheck.com (http://www.erscheck.com) .

22. “How to Ferret Out Instances of Résumé Padding and Fraud.”

23. Jacqueline Durett, “Redoing Your Résumé? Leave Off the Lies,” Training, December 2006, 9; “Employers Turn Their Fire on Untruthful CVs,” Supply Management, 23 June 2005, 13.

24. Cynthia E. Conn, “Integrating Writing Skills and Ethics Training in Business Communication Pedagogy: A Résumé Case Study Exemplar,” Business Communication Quarterly, June 2008, 138–151; Marilyn Moats Kennedy, “Don’t Get Burned by Résumé In�lation,” Marketing News, 15 April 2007, 37–38.

25. Rockport Institute, “How to Write a Masterpiece of a Résumé,” accessed 9 August 2010, www.rockportinstitute.com (http://www.rockportinstitute.com) .

26. Lora Morsch, “25 Words That Hurt Your Resume,” CNN.com (http://CNN.com) , 20 January 2006, www.cnn.com (http://www.cnn.com) .

27. Liz Ryan, “The Reengineered Résumé,” BusinessWeek, 3 December 2007, SC12.

28. Katharine Hansen, “Tapping the Power of Keywords to Enhance Your Resume’s Effectiveness,” QuintCareers.com (http://QuintCareers.com) , accessed 7 August 2010, www.quintcareers.com (http://www.quintcareers.com) .

29. Hansen, “Tapping the Power of Keywords to Enhance Your Resume’s Effectiveness.”

30. Anthony Balderrama, “Resume Blunders That Will Keep You from Getting Hired,” CNN.com (http://CNN.com) , 19 March 2008, www.cnn.com (http://www.cnn.com) ; Michelle Dumas, “5 Resume Writing Myths,” Distinctive Documents blog, 17 July 2007, http://blog.distinctiveweb.com (http://blog.distinctiveweb.com) ; Kim Isaacs, “Resume Dilemma: Recent Graduate,” Monster.com (http://Monster.com) , accessed 26 March 2008, http://career- advice.monster.com (http://career-advice.monster.com) .

31. Karl L. Smart, “Articulating Skills in the Job Search,” Business Communication Quarterly 67, no. 2 (June 2004): 198–205.

32. “When to Include Personal Data,” ResumeEdge.com (http://ResumeEdge.com) , accessed 25 March 2008, www.resumeedge.com (http://www.resumeedge.com) .

33. Job description keywords and key phrases quoted or adapted in part from “Associate Market Analyst” job opening posted on Living-Social website, accessed 9 July 2012, http://corporate.livingsocial.com (http://corporate.livingsocial.com) .

34. Job description keywords and key phrases quoted or adapted in part from “Seller Support Associate” job opening posted on Amazon website, accessed 12 July 2012, https://us-amazon.icims.com/jobs (https://us-amazon.icims.com/jobs) .

35. Job description keywords and key phrases quoted or adapted in part from “Senior Strategy Analyst” job opening posted on Nordstrom website, accessed 17 July 2012, http://careers.nordstrom.com (http://careers.nordstrom.com) .

36. “Résumé Length: What It Should Be and Why It Matters to Recruiters,” HR Focus, June 2007, 9.

37. John Hazard, “Resume Tips: No Pictures, Please and No PDFs,” Career-Line.com (http://Career-Line.com) , 26 May 2009, www.career-line.com (http://www.career-line.com) ; “25 Things You Should Never Include on a Resume,” HR World website 18 December 2007, www.hrworld.com (http://www.hrworld.com) .

38. John Sullivan, “Résumés: Paper, Please,” Workforce Management, 22 October 2007, 50; “Video Résumés Offer Both Pros and Cons During Recruiting,” HR Focus, July 2007, 8.

39. Jobs page, Zappos website, accessed 24 March 2011, http://about.zappos.com/jobs (http://about.zappos.com/jobs) .

40. Rachel Louise Ensign, “Is the Paper Résumé Dead?” Wall Street Journal, 24 January 2012, http://online.wsj.com (http://online.wsj.com) .

41. Nancy M. Schullery, Linda Ickes, and Stephen E. Schullery, “Employer Preferences for Résumés and Cover Letters,” Business Communication Quarterly, June 2009, 163–176.

42. “10 Reasons Why You Are Not Getting Any Interviews,” Miami Times, 7–13 November 2007, 6D.

43. Deborah Silver, “Niche Sites Gain Monster-Sized Following,” Workforce Management, March 2011, 10–11.

44. “Protect Yourself from Identity Theft When Hunting for a Job Online,” Of�ice Pro, May 2007, 6.

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Zappos CEO Tony Hsieh makes sure the company’s interviewing process �inds the candidates who are compatible with an of�beat customer- and colleague-focused culture.

19 Applying and Interviewing for Employment LEARNING OBJECTIVES After studying this chapter, you will be able to

1 Explain the purposes of application letters, and describe how to apply the AIDA organizational approach to them 2 Describe the typical sequence of job interviews, the major types of interviews, and the attributes employers look for during an interview 3 List six tasks you need to complete to prepare for a successful job interview 4 Explain how to succeed in all three stages of an interview 5 Identify the most common employment messages that follow an interview, and explain when you would use each one

MyBCommLab®

Improve Your Grade! Over 10 million students improved their results using Pearson MyLabs. Visit mybcommlab.com (http://mybcommlab.com) for simulations, tutorials, and end-of-chapter problems.

COMMUNICATION CLOSE-UP AT Zappos When a company communicates its core values with the help of a cartoon amphibian named Core Values Frog, you can guess the company doesn’t quite �it the stuffy corporate stereotype. While it is passionately serious about customer satisfaction and employee engagement, the Las Vegas–based online shoe and clothing retailer Zappos doesn’t take itself too seriously. In fact, one of the 10 values the frog promotes is “Create fun and a little weirdness.”

Fun and a little weirdness can make a workplace more enjoyable, but CEO Tony Hsieh’s commitment to employees runs much deeper than that. The company makes frequent reference to “the Zappos Family,” and it embraces the ideals of taking care of one another and enjoying time spent together. These activities can range from parades in the workplace and other goofy events to the Wishez program, in which employees can ask one another to ful�ill personal wishes, from lighthearted desires such as getting backstage access at concerts to serious matters such as getting help during tough �inancial times.

To �ind employees who will thrive in and protect the unconventional Zappos culture, the company takes an unorthodox path when it comes to recruiting and interviewing. For example, in stark contrast to the companies that refuse to look at videos as part of job application packages, Zappos encourages applicants to send videos of themselves and even provides an upload facility on its website’s application page. And in perhaps its boldest recruiting move yet, the company recently stopping posting job openings. Instead, it now requires would-be employees to join a customized social network called Inside Zappos. The network lets candidates learn more about what it’s like to work at Zappos, and it lets the company learn more about the candidates—including how they interact with other people.

The interviewing process is designed to �ind passionate, free-thinking candidates who �it the culture, from the of�beat antics to the serious commitment to customers and fellow employees. Some of the questions interviewees can expect to encounter include “What was the best mistake you made on the job?” and “On a scale of 1 to 10, how weird are you?”

Speaking of of�beat interviews, the company recently screened software engineering candidates using 30-minute coding challenges, in which the �irst programmer to solve the problem was “fast-tracked to Vegas” for the next round of interviews. Coding contests are not all that unusual for recruiting programmers, but it’s unlikely that many feature an open bar, as the Zappos competition did.

A strong customer- and employee-focused culture, a strong commitment to maintaining that culture, and a recruiting strategy that �inds the right people for that culture—this relentless focus on doing business the Zappos way keeps paying off. The company continues to grow and to be ranked as one of the best places to work in the United States.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note1)

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1 LEARNING OBJECTIVE Explain the purposes of application letters, and describe how to apply the AIDA organizational approach to them.

19.1 Submitting Your Résumé Your résumé (see Chapter 18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18#ch18) ) is the centerpiece of your job search package, but it needs support from several other employment messages, including application letters, job-inquiry letters, application forms, and follow-up notes.

WRITING APPLICATION LETTERS Whenever you mail, email, hand-deliver, or upload your résumé, you should include an application letter (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term1) , also known as a cover letter, to let readers know what you’re sending, why you’re sending it, and how they can bene�it from reading it. (Even though this message is often not a printed letter anymore, many professionals still refer to it as a letter.) Take the same care with your application letter that you took with your résumé. A poorly written application letter can prompt employers to skip over your résumé, even if you are a good �it for a job.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note2) Staf�ing specialist Abby Kohut calls the application letter “a writing-skills evaluation in disguise” and emphasizes that even a single error can get you bounced from contention.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note3)

Always accompany your résumé with an application letter (printed or email) that motivates the recipient to read the résumé.

The best approach for an application letter depends on whether you are applying for an identi�ied job opening or are prospecting—taking the initiative to write to companies even though they haven’t announced a job opening that is right for you.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note4) In many ways, the difference between the two is like the difference between solicited and unsolicited proposals (see page 382 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch14lev1sec17#page_382) ). Figure 19.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec1#ch19�ig1) shows an application message written in response to a posted job opening. The writer knows exactly what quali�ications the organization is seeking and can “echo” those attributes back in his letter.

As with proposals, the best approach for an application letter depends on whether your application is solicited or unsolicited.

Writing a prospecting letter is more challenging because you don’t have the clear target you have with a solicited letter, and the message is unexpected. You will need to do more research to identify the qualities that a company would probably seek for the position you hope to occupy (see Figure 19.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec1#ch19�ig2) on page 520 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec1#page_520) ). Also, search for news items that involve the company, its customers, the profession, or the individual manager to whom you are writing. Using this information in your application letter helps you establish common ground with your reader—and it shows that you are tuned in to what is going on in the industry.

MOBILE APPS

The CareerBuilder app lets you search and apply for jobs from your phone or tablet.

For either type of letter, follow these tips to be more effective:5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note5)

Resist the temptation to stand out with gimmicky application letters; impress with knowledge and professionalism instead.

If the name of an individual manager is �indable, address your letter to that person. (And if it is �indable, make sure you �ind it, because other applicants will.) Search LinkedIn, the company’s website, industry directories, Twitter, and anything else you can think of to locate an appropriate name. Ask the people in your network if they know a name. If you can’t �ind a name, addressing your letter to “Dear Hiring Manager” is perfectly acceptable.

Figure 19.1 Solicited Application Message

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In this response to an online job posting, Dalton Smith highlights his quali�ications while mirroring the requirements speci�ied in the posting. Following the AIDA model, he grabs attention immediately by letting the reader know he is familiar with the company and the global transportation business.

Clearly identify the opportunity you are applying for or expressing interest in.

Show that you understand the company and its marketplace.

Figure 19.2 Unsolicited Application Letter: Ineffective and Effective

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Demonstrating knowledge of the employer’s needs and presenting your quali�ications accordingly are essential steps in an unsolicited application letter.

Never volunteer salary history or requirements unless an employer has asked for this information.

Keep it short—no more than three or four brief paragraphs. Remember that all you are trying to do at this point is move the conversation forward one step.

Show some personality, while maintaining a business-appropriate tone. The letter gives you the opportunity to balance the facts-only tone of your résumé.

Project con�idence without being arrogant.

Don’t just repeat information from your résumé; use the conversational tone of the letter to convey additional professional and personal qualities and your reasons for wanting this particular job.

Because application letters are persuasive messages, the AIDA approach you learned in Chapter 12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch12#ch12) is ideal, as the following sections explain.

Getting Attention

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The opening paragraph of your application letter must accomplish two essential tasks: (1) explaining why you are writing and (2) giving the recipient a reason to keep reading by demonstrating that you have some immediate potential for meeting the company’s needs. Consider this opening:

The opening paragraph of your application letter needs to clearly convey the reason you’re writing and give the recipient a compelling reason to keep reading.

With the recent slowdown in corporate purchasing, I can certainly appreciate the challenge of new �leet sales in this business environment. With my high energy level and 16 months of new-car sales experience, I believe I can produce the results you listed as vital in the job posting on your website.

This applicant does a smooth job of echoing the company’s stated needs while highlighting his personal quali�ications and providing evidence that he understands the broader market. He balances his relative lack of experience with enthusiasm and knowledge of the industry. Table 19.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec1#ch19tab1) on the next page suggests some other ways you can spark interest and grab attention in your opening paragraph.

Building Interest and Increasing Desire

The middle section of your letter presents your strongest selling points in terms of their potential bene�it to the organization, thereby building interest in you and creating a desire to interview you. Be speci�ic and back up your assertions with convincing evidence:

Use the middle section of your application letter to expand on your opening and present a more complete picture of your strengths.

Poor: I completed three college courses in business communication, earning an A in each course, and have worked for the past year at Imperial Construction.

Improved: Using the skills gained from three semesters of college training in business communication, I developed a collection system for Imperial Construction that reduced annual bad-debt losses by 25 percent.

In a solicited letter, be sure to discuss each major requirement listed in the job posting. If you are de�icient in any of these requirements, stress other solid selling points to help strengthen your overall presentation. Don’t restrict your message to just core job duties, either. Also highlight personal characteristics that apply to the targeted position, such as your ability to work hard or handle responsibility:

While attending college full-time, I worked part-time during the school year and up to 60 hours a week each summer in order to be totally self-supporting while in college. I can offer your organization the same level of effort and perseverance.

TABLE 19.1 Tips for Getting Attention in Application Letters

Tip Example

Unsolicited Application Letters

Show how your strongest skills will bene�it the organization.

If you need a regional sales specialist who consistently meets sales targets while fostering strong customer relationships, please consider my quali�ications.

Describe your understanding of the job’s requirements and show how well your quali�ications �it them.

Your annual report stated that improving manufacturing ef�iciency is one of the company’s top priorities for next year. Through my postgraduate research in systems engineering and consulting work for several companies in the industry, I’ve developed reliable methods for quickly identifying ways to cut production time while reducing resource use.

Mention the name of a person known to and highly regarded by the reader.

When Janice McHugh of your franchise sales division spoke to our business communication class last week, she said you often need promising new marketing graduates at this time of year.

Refer to publicized company activities, achievements, changes, or new procedures.

Today’s issue of the Detroit News reports that you may need the expertise of computer programmers versed in robotics when your Lansing tire plant automates this spring.

Use a question to demonstrate your understanding of the organization’s needs.

Can your fast-growing market research division use an interviewer with two years of �ield survey experience, a B.A. in public relations, and a real desire to succeed? If so, please consider me for the position.

Use a catchphrase opening if the job requires ingenuity and imagination.

Haut monde—whether referring to French, Italian, or Arab clients, it still means “high society.” As an interior designer for your Beverly Hills showroom, not only could I serve and sell to your distinguished clientele, but I could do it in all these languages. I speak, read, and write them �luently.

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Tip Example

Solicited Application Letters

Identify where you discovered the job opening; describe what you have to offer.

Your job posting on Monster.com (http://Monster.com) for a cruise-line social director caught my eye. My eight years of experience as a social director in the travel industry would equip me to serve your new Caribbean cruise division well.

Don’t bring up salary in your application letter unless the recipient has asked you to include your salary requirements.

Mention your salary requirements only if the organization has asked you to state them. If you don’t know the salary appropriate for the position and someone with your quali�ications, you can �ind typical salary ranges at the Bureau of Labor Statistics website or a number of commercial websites. If you do state a target salary, tie it to the value you would offer:

For the past two years, I have been helping a company similar to yours organize its database marketing efforts. I would therefore like to receive a salary in the same range (the mid-60s) for helping your company set up a more ef�icient customer database.

Toward the end of this section, refer the reader to your résumé by citing a speci�ic fact or general point covered there:

As you can see in the attached résumé, I’ve been working part-time with a local publisher since my sophomore year. During that time, I’ve used client interactions as an opportunity to build strong customer service skills.

In the �inal paragraph of your application letter, respectfully ask for speci�ic action and make it easy for the reader to respond.

REAL-TIME UPDATES

LEARN MORE BY EXPLORING THIS INTERACTIVE WEBSITE

How much are you worth?

Find real-life salary ranges for a wide range of jobs. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Motivating Action

The �inal paragraph of your application letter has two important functions: to ask the reader for a speci�ic action (usually an interview) and to facilitate a reply. Offer to come to the employer’s of�ice at a convenient time or, if the �irm is some distance away, to meet with its nearest representative or arrange a telephone or Skype interview. Include your email address and phone number, as well as the best times to reach you:

After you have reviewed my quali�ications, could we discuss the possibility of putting my marketing skills to work for your company? I am available at (360) 555-7845 from 2 p.m. to 10 p.m. Monday to Friday or by email at [email protected] (mailto:[email protected]) .

After editing and proofreading your application letter, give it a �inal quality check by referring to “Checklist: Writing Application Letters.” Then send it along with your résumé promptly, especially if you are responding to an advertisement or online job posting.

FOLLOWING UP AFTER SUBMITTING A RÉSUMÉ Deciding if, when, and how to follow up after submitting your résumé and application letter is one of the trickiest parts of a job search. First and foremost, keep in mind that employers continue to evaluate your communication efforts and professionalism during this phase, so don’t say or do anything to leave a negative impression. Second, adhere to whatever instructions the employer has provided. If a job posting says “no calls,” for example, don’t call. Third, if the job posting lists a close date, don’t call or write before then, because the company is still collecting applications and will not have made a decision about inviting people for

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interviews. Wait a week or so after the close date. If no close date is given and you have no other information to suggest a timeline, you can generally contact the company starting a week or two after submitting your résumé.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note6)

Think creatively about a follow-up letter; show that you’ve continued to add to your skills or that you’ve learned more about the company or the industry.

When you follow up by email or telephone, you can share an additional piece of information that links your quali�ications to the position (keep an eye out for late-breaking news about the company, too) and ask a question about the hiring process as a way to gather some information about your status. Good questions to ask include:7 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note7)

Has a hiring decision been made yet?

Can you tell me what to expect next in terms of the hiring process?

What is the company’s timeframe for �illing this position?

Could I follow up in another week if you haven’t had the chance to contact me yet?

Can I provide any additional information regarding my quali�ications for the position?

Whatever the circumstances, a follow-up message can demonstrate that you’re sincerely interested in working for the organization, persistent in pursuing your goals, and committed to upgrading your skills.

If you don’t land a job at your dream company on the �irst attempt, don’t give up. You can apply again if a new opening appears, or you can send an updated résumé with a new unsolicited application letter that describes how you have gained additional experience, taken a relevant course, or otherwise improved your skill set. Many leading employers take note of applicants who came close but didn’t quite make it and may extend offers when positions open up in the future.8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note8)

CHECKLIST ✓ Writing Application Letters Take the same care with your application letter that you took with your résumé.

If you are prospecting using an unsolicited message, do deep research to identify the qualities the company likely wants.

For solicited messages in response to a posted job opening, word your message in a way that echoes the quali�ications listed in the posting.

Open the letter by capturing the reader’s attention in a businesslike way.

Use speci�ic language to clearly state your interests and objectives.

Build interest and desire in your potential contribution by presenting your key quali�ications for the job.

Link your education, experience, and personal qualities to the job requirements.

Outline salary requirements only if the organization has requested that you provide them.

Request an interview at a time and place that is convenient for the reader.

Make it easy to comply with your request by providing your complete contact information and good times to reach you.

Adapt your style for cultural variations, if required.

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2 LEARNING OBJECTIVE Describe the typical sequence of job interviews, the major types of interviews, and the attributes employers look for during an interview.

19.2 Understanding the Interviewing Process An employment interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term3) is a meeting during which both you and the prospective employer ask questions and exchange information. The employer’s objective is to �ind the best talent to �ill available job openings, and your objective is to �ind the right match for your goals and capabilities.

As you get ready to begin interviewing, keep two vital points in mind. First, recognize that the process takes time. Start your preparation and research early; the best job offers usually go to the best-prepared candidates. Second, don’t limit your options by looking at only a few companies. By exploring a wide range of �irms and positions, you might uncover great opportunities that you would not have found otherwise. You’ll increase the odds of getting more job offers, too.

Start preparing early for your interviews—and be sure to consider a wide range of options.

THE TYPICAL SEQUENCE OF INTERVIEWS Most employers interview an applicant multiple times before deciding to make a job offer. At the most selective companies, you might have a dozen or more individual interviews across several stages.9 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note9) Depending on the company and the position, the process may stretch out over many weeks, or it may be completed in a matter of days.10 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note10)

During the screening stage of interviews, use the limited time available to con�irm your �it for the position.

Employers start with the screening stage, in which they �ilter out applicants who are unquali�ied or otherwise not a good �it for the position. Screening can take place on your school’s campus, at company of�ices, via telephone (including Skype or another Internet-based phone service), or through a computer-based screening system. Time is limited in screening interviews, so keep your answers short while providing a few key points that con�irm your �it for the position. If your screening interview will take place by phone, try to schedule it for a time when you can be focused and free from interruptions.11 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note11)

During the selection stage, continue to show how your skills and attributes can help the company.

The next stage of interviews, the selection stage, helps the organization identify the top candidates from all those who qualify. During these interviews, show keen interest in the job, relate your skills and experience to the organization’s needs, listen attentively, and ask questions that show you’ve done your research.

If the interviewers agree that you’re a good candidate, you may receive a job offer, either on the spot or a few days later by phone, mail, or email. In other instances, you may be invited back for a �inal evaluation, often by a higher-ranking executive. The objective of the �inal stage is often to sell you on the advantages of joining the organization.

During the �inal stage, the interviewer may try to sell you on working for the �irm.

COMMON TYPES OF INTERVIEWS Be prepared to encounter a variety of interviewing approaches. These can be distinguished by the way they are structured, the number of people involved, and the purpose of the interview.

Structured Versus Unstructured Interviews

In a structured interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term9) , the interviewer (or a computer program) asks a series of questions in a predetermined order. Structured interviews help employers identify candidates who don’t meet basic job criteria, and they allow the interview team to compare answers from multiple candidates.12 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note12)

A structured interview follows a set sequence of questions, allowing the interview team to compare answers from all candidates.

In contrast, in an open-ended interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term5) , the interviewer adapts his or her line of questioning based on the answers you give and any questions you ask. Even though it may feel like a conversation, remember that it’s still an interview, so keep your answers focused and professional.

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In an open-ended interview, the interviewer adapts the line of questioning based on your responses and questions.

Panel and Group Interviews

In a panel interview, you meet with several interviewers at once; in a group interview, you and several other candidates meet with one or more interviewers at once.

Although one-on-one interviews are the most common format, some employers use panel or group interviews as well. In a panel interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term6) , you meet with several interviewers at once.13 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note13) Try to make a connection with each person on the panel, and keep in mind that each person has a different perspective, so tailor your responses accordingly.14 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note14) For example, an upper-level manager is likely to be interested in your overall business sense and strategic perspective, whereas a potential colleague might be more interested in your technical skills and ability to work in a team. In a group interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term4) , one or more interviewers meet with several candidates simultaneously. A key purpose of a group interview is to observe how the candidates interact.15 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note15) Group interviews can be tricky because you want to stand out while coming across as a supportive team player. Be sure to treat your fellow candidates with respect, while looking for opportunities to demonstrate the depth of knowledge you have about the company and its needs.

Behavioral, Situational, Working, and Stress Interviews

Interviewing techniques also vary based on the types of questions you are asked. Perhaps the most common type of interview these days is the behavioral interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term2) , in which you are asked to relate speci�ic incidents and experiences from your past.16 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note16) In contrast to generic questions that can often be answered with “canned” responses, behavioral questions require candidates to use their own experiences and attributes to craft answers. Studies show that behavioral interviewing is a much better predictor of success on the job than traditional interview questions.17 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note17) To prepare for a behavioral interview, review your work or college experiences to recall several instances in which you demonstrated an important job-related attribute or dealt with a challenge such as uncooperative team members or heavy workloads. Get ready with responses that quickly summarize the situation, the actions you took, and the outcome of those actions.18 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note18)

In a behavioral interview, you are asked to describe how you handled situations from your past.

A situational interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term7) is similar to a behavioral interview except that the questions focus on how you would handle various hypothetical situations on the job. The situations will likely relate closely to the job you’re applying for, so the more you know about the position, the better prepared you’ll be.

In situational interviews, you’re asked to explain how you would handle various hypothetical situations.

A working interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term10) is the most realistic type of interview: You actually perform a job-related activity during the interview. You may be asked to lead a brainstorming session, solve a business problem, engage in role playing, or even make a presentation.19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note19)

In a working interview, you perform actual work-related tasks.

The most unnerving type of interview is the stress interview (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19term8) , during which you might be asked questions designed to unsettle you or might be subjected to long periods of silence, criticism, interruptions, and or even hostile reactions by the interviewer. The theory behind this approach is that you’ll reveal how well you handle stressful situations, although some experts �ind the technique of dubious value.20 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note20) If you �ind yourself in a stress interview, recognize what is happening and collect your thoughts for a few seconds before you respond.

Stress interviews help recruiters see how you handle yourself under pressure.

You might encounter two or more types of interview questions within a single interview, so stay alert and try to understand the type of question you’re facing before you answer each one.

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INTERVIEW MEDIA Expect to be interviewed through a variety of media. Employers trying to cut travel costs and the demands on staff time now interview candidates via telephone, email, instant messaging, virtual online systems, and videoconferencing, in addition to traditional face-to-face meetings.

Expect to use a variety of media when you interview, from in-person conversations to virtual meetings.

To succeed at a telephone interview, make sure you treat it as seriously as an in-person interview. Be prepared with a copy of all the materials you have sent to the employer, including your résumé and any correspondence. In addition, prepare some note cards with key message points you’d like to make and questions you’d like to ask. And remember that you won’t be able to use a pleasant smile, a �irm handshake, and other nonverbal signals to create a good impression. A positive, alert tone of voice is therefore vital.21 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note21)

Treat a telephone interview as seriously as you would an inperson interview.

Email and IM are also sometimes used in the screening stage. Although you have almost no opportunity to send and receive nonverbal signals with these formats, you do have the major advantage of being able to review and edit each response before you send it. Maintain a professional style in your responses, and be sure to ask questions that demonstrate your knowledge of the company and the position.22 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note22)

When interviewing via email or IM, be sure to take a moment to review your responses before sending them.

Many employers use video technology for both live and recorded interviews. For instance, Zappos uses video interviews on Skype to select the top two or three �inalists for each position and then invites those candidates for in-person interviews.23 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note23) Recruiters can also use mobile apps for interviews. With recorded video interviews, an online system asks a set of questions and records the respondent’s answers. Recruiters then watch the videos as part of the screening process.24 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note24) Prepare for a video interview as you would for an in-person interview—including dressing and grooming—and take the extra steps needed to become familiar with the equipment and the process. If you’re interviewing from home, arrange your space so that the webcam doesn’t pick up anything distracting or embarrassing in the background. During any video interview, remember to sit up straight and focus on the camera.

Figure 19.3 Job Task Simulations

Computer-based job simulations are an increasingly popular approach to testing job-related skills.

Source: Copyright © by Brian Stern. Used by permission of Brian Stern.

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REAL-TIME UPDATES

LEARN MORE BY WATCHING THIS VIDEO

Video interviewing on Skype

Watch this video for essential tips on preparing for and participating in an online video interview. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Online interviews can range from simple structured questionnaires and tests to sophisticated job simulations that are similar to working interviews (see Figure 19.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec7#ch19�ig3) ). These simulations help identify good candidates, give applicants an idea of what the job is like, and reduce the risk of employment discrimination lawsuits because they closely mimic actual job skills.25 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note25)

MOBILE APPS

Add the Skype mobile app to your phone to be ready for video interviews.

In a video interview, speak to the camera as though you are addressing the interviewer in person.

WHAT EMPLOYERS LOOK FOR IN AN INTERVIEW Interviews give employers the chance to go beyond the basic data of your résumé to get to know you and to answer two essential questions. The �irst is whether you can handle the responsibilities of the position. Naturally, the more you know about the demands of the position, and the more you’ve thought about how your skills match those demands, the better you’ll be able to respond.

Suitability for a speci�ic job is judged on the basis of such factors as

Academic preparation

Work experience

Job-related personality traits

The second essential question is whether you will be a good �it with the organization and the target position. All good employers want people who are con�ident, dedicated, positive, curious, courteous, ethical, and willing to commit to something larger than their own individual goals. Companies also look for �it with their individual cultures. Just like people, companies have different “personalities.” Some are intense; others are more laid back. Some emphasize teamwork; others expect employees to forge their own way and even to compete with one another. Expectations also vary from job to job within a company and from industry to industry. An outgoing personality is essential for sales but less so for research, for instance.

Compatibility with an organizational culture and a position is judged on such factors as personal background, attitudes, and communication style.

PREEMPLOYMENT TESTING AND BACKGROUND CHECKS In an effort to improve the predictability of the selection process, many employers now conduct a variety of preemployment evaluations and investigations. Here are types of assessments you are likely to encounter during your job search:26 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note26)

Preemployment tests attempt to provide objective, quantitative information about a candidate’s skills, attitudes, and habits.

Integrity tests. Integrity tests attempt to measure how truthful and trustworthy a candidate is likely to be.

Personality tests. Personality tests are designed to gauge such aspects as attitudes toward work, interests, managerial potential, dependability, commitment, and motivation.

Cognitive tests. Cognitive tests measure a variety of attributes involved in acquiring, processing, analyzing, using, and remembering information. Typical tests involve reading comprehension, mathematics, problem solving, and decision making.

Language pro�iciency. You may be asked to take a reading or writing test.

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Job knowledge and job skills tests. These assessments measure the knowledge and skills required to succeed in a particular position. An accounting candidate, for example, might be tested on accounting principles and legal matters (knowledge) and asked to create a simple balance sheet or income statement (skills).

Substance tests. A majority of companies perform some level of drug and alcohol testing. Many employers believe such testing is necessary to maintain workplace safety, ensure productivity, and protect companies from lawsuits, but others view it as an invasion of employee privacy.

Background checks. In addition to testing, most companies conduct some sort of background check, including reviewing your credit record, checking to see whether you have a criminal history, and verifying your education. Moreover, you should assume that every employer will conduct a general online search on you. To help prevent a background check from tripping you up, verify that your college transcripts are current, look for any mistakes or outdated information in your credit record, plug your name into multiple search engines to see whether anything embarrassing shows up, and scour your social network pro�iles and connections for potential problems.

Preemployment assessments are a complex and controversial aspect of workforce recruiting. For instance, even though personality testing is widely used, some research suggests that commonly used tests are not a reliable predictor of job success.27 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note27) However, expect to see more innovation in this area and greater use of testing in general in the future as companies try to reduce the risks and costs of poor hiring decisions.

If you’re concerned about any preemployment test, ask the employer for more information or ask your college career center for advice. You can also get more information from the Equal Employment Opportunity Commission’s website.

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3 LEARNING OBJECTIVE List six tasks you need to complete to prepare for a successful job interview.

19.3 Preparing for a Job Interview Now that you’re armed with insights into the interviewing and assessment process, you’re ready to begin preparing for your interviews. Preparation will help you feel more con�ident and perform better under pressure, and preparation starts with learning about the organization.

LEARNING ABOUT THE ORGANIZATION

Employers expect serious candidates to demonstrate an understanding of the company’s operations, its markets, and its strategic and tactical challenges.28 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note28) You’ve already done some initial research to identify companies of interest, but when you’re invited to an interview, it’s time to dig a little deeper (see Table 19.2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19tab2) on the next page). Making this effort demonstrates your interest in the company, and it identi�ies you as a business professional who knows the importance of investigation and analysis.

Interviewers expect you to know some basic information about the company and its industry.

REAL-TIME UPDATES

LEARN MORE BY READING THIS ARTICLE

The ultimate interview preparation checklist

Prepare for your next interview by following this advice. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

TABLE 19.2 Investigating an Organization and a Job Opportunity

Where to Look and What You Can Learn

Company website, blogs, and social media accounts: Overall information about the company, including key executives, products and services, locations and divisions, employee bene�its, job descriptions

Competitors’ websites, blogs, and social media accounts: Similar information from competitors, including the strengths these companies claim to have

Industry-related websites and blogs: Objective analysis and criticism of the company, its products, its reputation, and its management

Marketing materials (print and online): The company’s marketing strategy and customer communication style

Company publications (print and online): Key events, stories about employees, new products

Your social network contacts: Names and job titles of potential contacts within a company

Periodicals (newspapers and trade journals, both print and online): In-depth stories about the company and its strategies, products, successes, and failures; you may �ind pro�iles of top executives

Career center at your college: Often provides a wide array of information about companies that hire graduates

Current and former employees: Insights into the work environment

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Points to Learn About the Organization

Full name

Location (headquarters and divisions, branches, subsidiaries, or other units)

Ownership (public or private; whether it is owned by another company)

Brief history

Products and services

Industry position (whether the company is a leader or a minor player; whether it is an innovator or more of a follower)

Key �inancial points (such as stock price and trends, if a public company)

Growth prospects (whether the company is investing in its future through research and development; whether it is in a thriving industry)

Points to Learn About the Position

Title

Functions and responsibilities

Quali�ications and expectations

Possible career paths

Salary range

Travel expectations and opportunities

Relocation expectations and opportunities

In addition to learning about the company and the job opening, try to �ind out as much as you can about the managers who will be interviewing you, if you can get their names. Search LinkedIn in particular. It’s also perfectly acceptable to ask your contact at the company for the names and titles of the people who will be interviewing you.29 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note29) Think about ways to use whatever information you �ind during your interview. For example, if an interviewer lists membership in a particular professional organization, you might ask whether the organization is a good forum for people to learn about vital issues in the profession or industry. This question gives the interviewer an opportunity to talk about his or her own interests and experiences for a moment, which builds rapport and might reveal vital insights into the career path you are considering. Just make sure your questions are sincere and not uncomfortably personal.

THINKING AHEAD ABOUT QUESTIONS Planning ahead for the interviewer’s questions will help you handle them more con�idently and successfully. In addition, you will want to prepare insightful questions of your own.

Planning for the Employer’s Questions

Many general interview questions are “stock” queries you can expect to hear again and again during your interviews. Get ready to face these six at the very least:

What is the hardest decision you’ve ever had to make? Be prepared with a good example (that isn’t too personal), explaining why the decision was dif�icult, how you made the choice you made, and what you learned from the experience.

You can expect to face a number of common questions in your interviews, so be sure to prepare for them.

What is your greatest weakness? This question seems to be a favorite of some interviewers, although it probably rarely yields useful information. One good strategy is to mention a skill or attribute you haven’t had the opportunity to develop yet but would like to in your next position.30 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note30) Another option is to discuss a past shortcoming you took steps to correct.

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Prepare your answers to these tough interview questions

Use this advice to getting ready for �ive questions you’re likely to encounter. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

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Where do you want to be �ive years from now? This question tests (1) whether you’re merely using this job as a stopover until something better comes along and (2) whether you’ve given thought to your long-term goals. Your answer should re�lect your desire to contribute to the employer’s long- term goals, not just your own goals. Whether this question often yields useful information is also a matter of debate, but be prepared to answer it.31 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note31)

What didn’t you like about previous jobs you’ve held? Answer this one carefully: The interviewer is trying to predict whether you’ll be an unhappy or dif�icult employee.32 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note32) Describe something that you didn’t like in a way that puts you in a positive light, such as having limited opportunities to apply your skills or education. Avoid making negative comments about former employers or colleagues.

Tell me something about yourself. One good strategy is to brie�ly share the “story of you” (see page 488 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18#page_488) )—quickly summarizing where you have been and where you would like to go—in a way that aligns your interests with the company’s. Alternatively, you can focus on a speci�ic skill you know is valuable to the company, share something business-relevant that you are passionate about, or offer a short summary of what colleagues or customers think about you.33 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note33) Whatever tactic you choose, this is not the time to be shy or indecisive, so be ready with a con�ident, memorable answer.

How do you spend your free time? This question can pop up late in an interview, after the interviewer has covered the major work-related questions and wants to get a better idea of what sort of person you are.34 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note34) Prepare an answer that is honest and that puts you in a positive light, without revealing more than you are comfortable revealing or suggesting that you might not �it in the corporate culture. Sports, hobbies, reading, spending time with family, and volunteer work are all “safe” answers.

Continue your preparation by planning a brief answer to each question in Table 19.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19tab3) on the next page.

As you prepare answers, look for ways to frame your responses as brief stories (30 to 90 seconds) rather than simple declarative answers.35 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note35) Cohesive stories tend to stick in the listener’s mind more effectively than disconnected facts and statements.

Look for ways to frame your responses as brief stories rather than as dry facts or statements.

Planning Questions of Your Own

Remember that an interview is a two-way conversation: The questions you ask are just as important as the answers you provide. By asking insightful questions, you can demonstrate your understanding of the organization, steer the discussion into areas that allow you to present your quali�ications to best advantage, and verify for yourself whether this is a good opportunity. Plus, interviewers expect you to ask questions and look negatively on candidates who don’t have any questions to ask. For good questions that you might use as a starting point, see Table 19.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19tab4) on the next page.

Preparing questions of your own helps you understand the company and the position, and it sends an important signal that you are truly interested.

BOOSTING YOUR CONFIDENCE Interviewing is stressful for everyone, so some nervousness is natural. However, you can take steps to feel more con�ident. Start by reminding yourself that you have value to offer the employer, and the employer already thinks highly enough of you to invite you to an interview.

The best way to build your con�idence is to prepare thoroughly and address shortcomings as best you can. In other words, take action.

If some aspect of your appearance or background makes you uneasy, correct it if possible or offset it by emphasizing positive traits such as warmth, wit, intelligence, or charm. Instead of dwelling on your weaknesses, focus on your strengths. Instead of worrying about how you will perform in the interview, focus on how you can help the organization succeed. As with public speaking, the more prepared you are, the more con�ident you’ll be.

TABLE 19.3 Twenty-Five Common Interview Questions

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Questions About College

1. What courses in college did you like most? Least? Why?

2. Do you think your extracurricular activities in college were worth the time you spent on them? Why or why not?

3. When did you choose your college major? Did you ever change your major? If so, why?

4. Do you feel you did the best scholastic work you are capable of?

5. How has your college education prepared you for this position?

Questions About Employers and Jobs

6. Why did you leave your last job?

7. Why did you apply for this job opening?

8. Why did you choose your particular �ield of work?

9. What are the disadvantages of your chosen �ield?

10. What do you know about our company?

11. What do you think about how this industry operates today?

12. Why do you think you would like this particular type of job?

Questions About Work Experiences and Expectations

13. What was your biggest failure?

14. Describe an experience in which you learned from one of your mistakes.

15. What motivates you? Why?

16. What do you think determines a person’s progress in a good organization?

17. Are you a leader or a follower?

18. What have you done that shows initiative and willingness to work?

19. Why should I hire you?

Questions About Work Habits

20. Do you prefer working with others or by yourself?

21. What type of boss do you prefer?

22. Have you ever had any dif�iculty getting along with colleagues or supervisors? With instructors? With other students?

23. What would you do if you were given an unrealistic deadline for a task or project?

24. How do you feel about overtime work?

25. How do you handle stress or pressure on the job?

Sources: Alison Green, “The 10 Most Common Job Interview Questions,” U.S. News & World Report, 24 January 2011, http://money.usnews.com (http://money.usnews.com) ; “Most Common Interview Questions,” Glassdoor blog, 29 December 2011, www.glassdoor.com (http://www.glassdoor.com) ; The Northwestern Endicott Report (Evanston, Ill.: Northwestern University Placement Center).

TABLE 19.4 Ten Questions to Consider Asking an Interviewer

Question Reason for Asking

1. What are the job’s major responsibilities?

A vague answer could mean that the responsibilities have not been clearly de�ined, which is almost guaranteed to cause frustration if you take the job.

2. What qualities do you want in the person who �ills this position?

This will help you go beyond the job description to understand what the company really wants.

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Question Reason for Asking

3. How do you measure success for someone in this position?

A vague or incomplete answer could mean that the expectations you will face are unrealistic or ill de�ined.

4. What is the �irst problem that needs the attention of the person you hire?

Not only will this help you prepare, it can also signal whether you’re about to jump into a problematic situation.

5. Would relocation be required now or in the future?

If you’re not willing to move often or at all, you need to know those expectations now.

6. Why is this job now vacant?

If the previous employee got promoted, that’s a good sign. If the person quit, that might not be such a good sign.

7. What makes your organization different from others in the industry?

The answer will help you assess whether the company has a clear strategy to succeed in its industry and whether top managers communicate this to lower-level employees.

8. How would you de�ine your organization’s managerial philosophy?

You want to know whether the managerial philosophy is consistent with your own working values.

9. What is a typical workday like for you?

The interviewer’s response can give you clues about daily life at the company.

10. What are the next steps in the selection process? What’s the best way to follow up with you?

Knowing where the company is in the hiring process will give you clues about following up after the interview and possibly give you hints about where you stand.

Sources: Heather Huhman, “5 Must-Ask Questions at Job Interviews,” Glassdoor blog, 7 February 2012, www.glassdoor.com (http://www.glassdoor.com) ; Joe Conklin, “Turning the Tables: Six Questions to Ask Your Interviewer,” Quality Progress, November 2007, 55; Andrea N. Browne, “Keeping the Momentum at the Interview; Ask Questions, Do Your Research, and Be a Team Player,” Washington Post, 29 July 2007, K1.

POLISHING YOUR INTERVIEW STYLE Competence and con�idence are the foundation of your interviewing style, and you can enhance them by giving the interviewer an impression of poise, good manners, and good judgment. You can develop a smooth style by staging mock interviews with a friend or using an interview simulator on your phone or tablet (see Figure 19.4 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19�ig4) ). Record these mock interviews so you can evaluate yourself. Your college’s career center may have computer-based systems for practicing interviews as well.

Staging mock interviews with a friend is one good way to hone your style.

After each practice session, look for opportunities to improve. Have your mock interview partner critique your performance, or critique yourself if you’re able to record your practice interviews, using the list of warning signs shown in Table 19.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19tab5) on the next page. Pay close attention to the length of your planned answers as well. Interviewers want you to give complete answers, but they don’t want you to take up valuable time or test their patience by chatting about minor or irrelevant details.36 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note36)

Evaluate the length and clarity of your answers, your nonverbal behavior, and the quality of your voice.

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Get a quick reminder of the key steps in preparing for an interview

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Use these tips to refresh your memory before an interview. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Figure 19.4 Interview Simulators

A number of mobile apps are available to help you practice and polish your interviewing skills.

Source: Taken from InterviewSimulatorPro.com (http://InterviewSimulatorPro.com) © Copyright 2014 by Villatech Pty Ltd. Used by permission of the publisher. All rights reserved.

In addition to reviewing your answers, evaluate your nonverbal behavior, including your posture, eye contact, facial expressions, and hand gestures and movements. Do you come across as alert and upbeat or passive and withdrawn? Pay close attention to your speaking voice as well. If you tend to speak in a monotone, for instance, practice speaking in a livelier style, with more in�lection and emphasis. And watch out for “�iller words” such as uh and um. Many people start sentences with a �iller without being conscious of doing so. Train yourself to pause silently for a moment instead as you gather your thoughts and plan what to say.

TABLE 19.5 Warning Signs: 25 Attributes Interviewers Don’t Like to See

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1. Poor personal appearance 2. Overbearing, overaggressive, or conceited demeanor; a “superiority complex”; a know-it-all attitude 3. Inability to express ideas clearly; poor voice, diction, or grammar 4. Lack of knowledge or experience 5. Poor preparation for the interview 6. Lack of interest in the job 7. Lack of planning for career; lack of purpose or goals 8. Lack of enthusiasm; passive and indifferent demeanor 9. Lack of con�idence and poise; appearance of being nervous and ill at ease 10. Insuf�icient evidence of achievement 11. Failure to participate in extracurricular activities 12. Overemphasis on money; interest only in the best offer 13. Poor scholastic record 14. Unwillingness to start at the bottom; expecting too much too soon 15. Tendency to make excuses 16. Evasive answers; hedging on unfavorable factors in record 17. Lack of tact 18. Lack of maturity 19. Lack of courtesy and common sense, including answering mobile phones, texting, or chewing gum during the interview 20. Being critical of past or present employers 21. Lack of social skills 22. Marked dislike for schoolwork 23. Lack of vitality 24. Failure to look interviewer in the eye 25. Limp, weak handshake

Sources: Donna Fuscaldo, “Seven Deadly Interview Sins,” Glassdoor blog, 4 April 2012, www.glassdoor.com (http://www.glassdoor.com) ; “Employers Reveal Outrageous and Common Mistakes Candidates Made in Job Interviews, According to New CareerBuilder Survey,” CareerBuilder.com (http://CareerBuilder.com) , 12 January 2011, www.careerbuilder.com (http://www.careerbuilder.com) ; The Northwestern Endicott Report (Evanston, Ill.: Northwestern University Placement Center).

COMMUNICATING ACROSS CULTURES

Successfully Interviewing Across Borders

Interviewing for a job in another country can be one of the most exciting steps in your career. To succeed, you need to pay close attention to the important elements of the interviewing process, including personal appearance, an awareness of what interviewers are really trying to learn about you, and things you should learn about the organization you’re hoping to join.

Some countries and cultures place a much higher importance on dress and personal grooming than many employees in the United States are accustomed to; moreover, expectations of personal appearance can vary dramatically from country to country. Ask people who’ve been to the country before and observe local businesspeople when you arrive. Many people interpret inappropriate dress as more than a simple fashion mistake; they view it as an inability or unwillingness to understand another culture.

Whether or not these things should matter isn’t the issue; they do matter, and successful job candidates learn how to respond to different expectations. For instance, business image consultant Ashley Rothschild points out that you could get away with wearing a boldly colored suit in Italy but probably not in Japan. Business professionals tend to dress formally in Italy, but as a worldwide fashion leader, the country has a broad de�inition of what is appropriate business attire.

Smart recruiters always analyze both nonverbal signals and verbal messages to judge whether an applicant truly has the qualities necessary for a job. In international employment situations, you’ll probably be under even closer scrutiny.

Recruiters abroad will want to know if you really have what it takes to succeed in unfamiliar social settings, how your family will handle the transition, and whether you can adapt your personal work style and habits enough to blend in with the hiring organization.

Remember to ask plenty of questions and do your research, both before and after the interview. Some employees view overseas postings as grand adventures, only to collide head�irst with the reality of what it’s like to live and work in a completely different culture. For instance, if you’ve grown accustomed to the independent work style you enjoy in your current job or in school, could you handle a more structured work environment with a hierarchical chain of command? Make sure to get a sense of the culture both within the company and within its social community before you commit to a job in another country.

CAREER APPLICATIONS

1. Explain how you could �ind out what is appropriate dress for a job interview in South Africa.

2. Would it be appropriate to ask an interviewer to describe the culture in his or her country? Explain your answer.

Sources: Jean-Marc Hachey, “Interviewing for an International Job,” excerpt from The Canadian Guide to Working and Living Overseas, 3rd ed., accessed 23 February 2004, www.workingoverseas.com (http://www.workingoverseas.com) ; Rebecca Falkoff, “Dress to Impress the World: International Business Fashion,” Monster.com (http://Monster.com) , accessed 23 February 2004, www.monster.com (http://www.monster.com) ; Mary Ellen Slater, “Navigating the Details of Landing an Overseas Job,” Washington Post, 11 November 2002, E4.

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PRESENTING A PROFESSIONAL IMAGE Clothing and grooming are important elements of preparation because they reveal something about a candidate’s personality, professionalism, and ability to sense the unspoken “rules” of a situation. Your research into various industries and professions should give you insight into expectations for business attire. If you’re not sure what to wear, ask someone who works in the same industry or even visit the company at the end of the day and see what employees are wearing as they leave the of�ice. You don’t need to spend a fortune on interview clothes, but your clothes must be clean, pressed, and appropriate. The following look will serve you well in most interview situations:37 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note37)

Dress conservatively and be well groomed for every interview.

Neat, “adult” hairstyle

For more formal environments, a conservative business suit (for women, that means no exposed midriffs, short skirts, or plunging necklines) in a dark solid color or a subtle pattern such as pinstripes; white shirt and understated tie for men; coordinated blouse for women

For less formal environments, smart-looking “business casual,” including a pressed shirt or blouse and nice slacks or a skirt

Limited jewelry (men, especially, should wear very little jewelry)

No visible piercings other than one or two earrings (for women only)

No visible tattoos

Stylish but professional-looking shoes (no extreme high heels or casual shoes)

Clean hands and nicely trimmed �ingernails

Little or no perfume or cologne (some people are allergic and many people are put off by strong smells)

Subtle makeup (for women)

Exemplary personal hygiene

An interview is not the place to express your individuality or to let your inner rebel run wild. Send a clear signal that you understand the business world and know how to adapt to it. You won’t be taken seriously otherwise.

If you want to be taken seriously, dress and act seriously.

BEING READY WHEN YOU ARRIVE When you go to your interview, take a small notebook, a pen, a list of the questions you want to ask, several copies of your résumé (protected in a folder), an outline of what you have learned about the organization, and any past correspondence about the position. You may also want to take a small calendar, a transcript of your college grades, a list of references, and a portfolio containing samples of your work, performance reviews, and certi�icates of achievement.38 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note38) Think carefully if you plan to use a tablet computer or any other device for note taking or reference during an interview. You don’t want to waste any of the interviewer’s time fumbling with it. Also, turn off your mobile phone; in a recent survey of hiring professionals, answering calls or texting while in an interview was identi�ied as the most common mistake job candidates make during their interviews.39 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note39)

Be ready to go the minute you arrive at the interviewing site; don’t fumble around for your résumé or your list of questions.

Be sure you know when and where the interview will be held. The worst way to start any interview is to be late. Verify the route and time required to get there, even if that means traveling there ahead of time. Plan to arrive early, but don’t approach the reception desk until 5 minutes or so before your appointed time.40 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note40) Chances are the interviewer won’t be ready to receive you until the scheduled time.

If you have to wait for the interviewer, use this time to review the key messages about yourself you want to get across in the interview. Conduct yourself professionally while waiting. Show respect for everyone you encounter, and avoid chewing gum, eating, or drinking. Anything you do or say at this stage may get back to the interviewer, so make sure your best qualities show from the moment you enter the premises. To review the steps for planning a successful interview, see “Checklist: Planning for a Successful Job Interview.”

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Prepare for your next interview with these Pinterest pins

The Pinterest pinboard maintained by St. Edward’s University offers dozens of helpful resources. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

CHECKLIST ✓ Planning for a Successful Job Interview Learn about the organization, including its operations, markets, and challenges.

Learn as much as you can about the people who will be interviewing you, if you can �ind their names.

Plan for the employer’s questions, including questions about tough decisions you’ve made, your perceived shortcomings, what you didn’t like about previous jobs, and your career plans.

Plan questions of your own to �ind out whether this is really the job and the organization for you and to show that you’ve done your research.

Bolster your con�idence by removing as many sources of apprehension as you can.

Polish your interview style by staging mock interviews.

Present a professional appearance with appropriate dress and grooming.

Be ready when you arrive and bring along a pen, paper, a list of questions, copies of your résumé, an outline of your research on the company, and any correspondence you’ve had regarding the position.

Double-check the location and time of the interview and map out the route beforehand.

Relax and be �lexible; the schedule and interview arrangements may change when you arrive.

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4 LEARNING OBJECTIVE Explain how to succeed in all three stages of an interview.

19.4 Interviewing for Success At this point, you have a good sense of the overall process and know how to prepare for your interviews. The next step is to get familiar with the three stages of every interview: the warm-up, the question-and-answer session, and the close.

THE WARM-UP

The �irst minute of the interview is crucial, so stay alert and be on your best business behavior.

Of the three stages, the warm-up is the most important, even though it may account for only a small fraction of the time you spend in the interview. Studies suggest that many interviewers make up their minds within the �irst 20 seconds of contact with a candidate.41 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note41) Don’t let your guard down if the interviewer engages in what feels like small talk; these exchanges are every bit as important as structured questions.

MOBILE APPS

Monster’s mobile app offers helpful tips to help you prepare for your next job interviews.

Body language is crucial at this point. Stand or sit up straight, maintain regular but natural eye contact, and don’t �idget. When the interviewer extends a hand, respond with a �irm but not overpowering handshake. Repeat the interviewer’s name when you’re introduced (“It’s a pleasure to meet you, Ms. Litton”). Wait until you’re asked to be seated or the interviewer has taken a seat. Let the interviewer start the discussion, and be ready to answer one or two substantial questions right away. The following are some common openers:42 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note42)

Why do you want to work here?

What do you know about us?

Tell me a little about yourself.

Recognize that you could face substantial questions as soon as your interview starts, so make sure you are prepared and ready to go.

THE QUESTION-AND-ANSWER STAGE Questions and answers usually consume the greatest part of the interview. Depending on the type of interview, the interviewer will likely ask about your quali�ications, discuss some of the points mentioned in your résumé, and ask about how you have handled particular situations in the past or would handle them in the future. You’ll also be asking questions of your own.

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Expert tips for successful phone interviews

Recruiting experts offer invaluable advice on nailing a phone interview. Go to http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Answering and Asking Questions

Let the interviewer lead the conversation and never answer a question before he or she has �inished asking it. Not only is this type of interruption rude, but the last few words of the question might alter how you respond. As much as possible, avoid one-word yes-or-no answers. Use the opportunity to expand on a positive response or explain a negative response.

If you’re asked a dif�icult question or the of�beat questions that companies such as Zappos and Google are known to use, pause before responding. Think through the implications of the question. For instance, the recruiter may know that you can’t answer a question and only wants to know how you’ll respond under pressure or whether you can construct a logical approach to solving a problem.

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Listen carefully to questions before you answer.

Whenever you’re asked if you have any questions, or whenever doing so naturally �its the �low of the conversation, ask a question from the list you’ve prepared. Probe for what the company is looking for in its new employees so that you can show how you meet the �irm’s needs. Also try to zero in on any reservations the interviewer might have about you so that you can dispel them.

Listening to the Interviewer

Paying attention when the interviewer speaks can be as important as giving good answers or asking good questions. Review the tips on listening offered in Chapter 2 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) . The interviewer’s facial expressions, eye movements, gestures, and posture may tell you the real meaning of what is being said. Be especially aware of how your answers are received. Does the interviewer nod in agreement or smile to show approval? If so, you’re making progress. If not, you might want to introduce another topic or modify your approach.

Paying attention to both verbal and nonverbal messages can help you turn the question-and-answer stage to your advantage.

Handling Potentially Discriminatory Questions

A variety of federal, state, and local laws prohibit employment discrimination on the basis of race, ethnicity, gender, age (at least if you’re between 40 and 70), marital status, religion, national origin, or disability. Interview questions designed to elicit information on these topics are potentially illegal.43 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note43) Table 19.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec25#ch19tab6) compares some speci�ic questions that employers are and are not allowed to ask during an employment interview.

Federal, state, and local laws prohibit employment discrimination based on a variety of factors, and well-trained interviewers know to avoid questions that could be used to discriminate in the hiring process.

If an interviewer asks a potentially unlawful question, consider your options carefully before you respond. You can answer the question as it was asked, you can ask tactfully whether the question might be prohibited, you can simply refuse to answer it, or you can try to answer “the question behind the question.”44 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note44) For example, if an interviewer inappropriately asks whether you are married or have strong family ties in the area, he or she might be trying to �igure out if you’re willing to travel or relocate—both of which are acceptable questions. Only you can decide which is the right choice based on the situation.

Think about how you might respond if you were asked a potentially unlawful question.

TABLE 19.6 Acceptable Versus Potentially Discriminatory Interview Questions

Interviewers May Ask This . . . But Not This

What is your name? What was your maiden name?

Are you over 18? When were you born?

Did you graduate from high school? When did you graduate from high school?

[No questions about race are allowed.] What is your race?

Can you perform [speci�ic tasks]? Do you have physical or mental disabilities? Do you have a drug or alcohol problem? Are you taking any prescription drugs?

Would you be able to meet the job’s requirement to frequently work weekends? Would working on weekends con�lict with your religion?

Do you have the legal right to work in the United States? What country are you a citizen of?

Have you ever been convicted of a felony? Have you ever been arrested?

This job requires that you speak Spanish. Do you? What language did you speak in your home when you were growing up? Sources: Dave Johnson, “Illegal Job Interview Questions,” CBS Money Watch, 27 February 2012, www.cbsnew.com (http://www.cbsnew.com) ; “5 Illegal Interview Questions and How to Dodge Them,” Forbes, 20 April 2012, www.forbes.com (http://www.forbes.com) ; Deanna G. Kucler, “Interview Questions: Legal or Illegal?” Workforce Management, accessed 28 September 2005, www.workforce.com (http://www.workforce.com) .

REAL-TIME UPDATES

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Stay calm by pressing your “panic reset button”

Learn how to reset your emotions if you feel like you’re starting to panic in a job interview. Go to http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) . Under “Students,” click on “Learn More.”

Even if you do answer the question as it was asked, think hard before accepting a job offer from this company if you have alternatives. Was the off-limits question possibly accidental (it happens) and therefore not really a major concern? If you think it was intentional, would you want to work for an organization that condones illegal or discriminatory questions or that doesn’t train its employees to avoid them?

If you believe an interviewer’s questions to be unreasonable, unrelated to the job, or an attempt to discriminate, you have the option of �iling a complaint with the U.S. Equal Employment Opportunity Commission or with the agency in your state that regulates fair employment practices.

THE CLOSE Like the warm-up, the end of the interview is more important than its brief duration would indicate. These last few minutes are your �inal opportunity to emphasize your value to the organization and to correct any misconceptions the interviewer might have. Be aware that many interviewers will ask whether you have any more questions at this point, so save one or two from your list.

Concluding Gracefully

You can usually tell when the interviewer is trying to conclude the session. He or she may ask whether you have any more questions, check the time, summarize the discussion, or simply tell you that the allotted time for the interview is up. When you get the signal, be sure to thank the interviewer for the opportunity and express your interest in the organization. If you can do so comfortably, try to pin down what will happen next, but don’t press for an immediate decision.

Conclude an interview with courtesy and enthusiasm.

If this is your second or third visit to the organization, the interview may end with an offer of employment. If you have other offers or need time to think about this offer, it’s perfectly acceptable to thank the interviewer for the offer and ask for some time to consider it. If no job offer is made, the interview team may not have reached a decision yet, but you may tactfully ask when you can expect to know the decision.

Discussing Salary

If you receive an offer during the interview, you’ll naturally want to discuss salary. However, let the interviewer raise the subject. If asked your salary requirements during the interview or on a job application, you can say that your requirements are open or negotiable or that you would expect a competitive compensation package.45 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note45)

Research salary ranges in your job, industry, and geographic region before you try to negotiate salary.

How far you can negotiate depends on several factors, including market demand for your skills, the strength of the job market, the company’s compensation policies, the company’s �inancial health, and any other job offers you may be considering. Remember that you’re negotiating a business deal, not asking for personal favors, so focus on the unique value you can bring to the job. The more information you have, the stronger your position will be.

If salary isn’t negotiable, look at the overall compensation and bene�its package. You may �ind �lexibility in a signing bonus, pro�it sharing, retirement bene�its, health coverage, vacation time, and other valuable elements.46 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note46)

Negotiating bene�its may be one way to get more value from an employment package.

To review the important tips for successful interviews, see “Checklist: Making a Positive Impression in Job Interviews.”

INTERVIEW NOTES

Keeping a careful record of your job interviews is essential.

Maintain a notebook or simple database with information about each company, interviewers’ answers to your questions, contact information for each interviewer, the status of follow-up communication, and upcoming interview appointments. Carefully organized notes will help you decide which company is the right �it for you when it comes time to choose from among the job offers you receive.

CHECKLIST ✓ Making a Positive Impression in Job Interviews A. Be ready to make a positive impression in the warm-up stage.

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Be alert from the moment you arrive; even initial small talk is part of the interviewing process.

Greet the interviewer by name, with a smile and direct eye contact.

Offer a �irm (not crushing) handshake if the interviewer extends a hand.

Take a seat only after the interviewer invites you to sit or has taken his or her own seat.

Listen for clues about what the interviewer is trying to get you to reveal about yourself and your quali�ications.

Exhibit positive body language, including standing up straight, walking with purpose, and sitting up straight.

B. Convey your value to the organization during the question-and-answer stage.

Let the interviewer lead the conversation.

Never answer a question before the interviewer �inishes asking it.

Listen carefully to the interviewer and watch for nonverbal signals.

Don’t limit yourself to simple yes-or-no answers; expand on the answer to show your knowledge of the company (but don’t ramble on).

If you encounter a potentially discriminatory question, decide how you want to respond before you say anything.

When you have the opportunity, ask questions from the list you’ve prepared; remember that interviewers expect you to ask questions.

C. Close on a strong note.

Watch and listen for signs that the interview is about to end.

Quickly evaluate how well you’ve done and correct any misperceptions the interviewer might have.

If you receive an offer and aren’t ready to decide, it’s entirely appropriate to ask for time to think about it.

Don’t bring up salary but be prepared to discuss it if the interviewer raises the subject.

End with a warm smile and a handshake and thank the interviewer for meeting with you.

For the latest information on interviewing strategies, visit http://real-timeupdates.com/bct13 (http://real-timeupdates.com/bct13) and click on Chapter 19 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19#ch19) .

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5 LEARNING OBJECTIVE Identify the most common employment messages that follow an interview, and explain when you would use each one.

19.5 Following Up After an Interview Staying in contact with a prospective employer after an interview shows that you really want the job and are determined to get it. Doing so also gives you another chance to demonstrate your communication skills and sense of business etiquette. Following up brings your name to the interviewer’s attention once again and reminds him or her that you’re actively looking and waiting for the decision.

Any time you hear from a company during the application or interview process, be sure to respond quickly. Companies �looded with résumés may move on to another candidate if they don’t hear back from you within 24 hours.47 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note47)

FOLLOW-UP MESSAGE Send a follow-up message within two days of the interview, even if you feel you have little chance of getting the job. These messages are often referred to as “thank-you notes,” but they give you an important opportunity to go beyond merely expressing your appreciation. You can use the message to reinforce the reasons you are a good choice for the position, modify any answers you gave during the interview if you realize you made a mistake or have changed your mind, and respond to any negatives that might have arisen in the interview (see Figure 19.5 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec35#ch19�ig5) on the next page).48 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note48) Email is usually acceptable for follow-up messages, unless the interviewer has asked you to use other media.

A follow-up message after an interview is more than a professional courtesy; it’s another chance to promote yourself to an employer.

MESSAGE OF INQUIRY

Use the model for a direct request when you write an inquiry about a hiring decision.

If you’re not advised of the interviewer’s decision by the promised date or within two weeks, you might make an inquiry. A message of inquiry (which can be handled by email if the interviewer has given you his or her email address) is particularly appropriate if you’ve received a job offer from a second �irm and don’t want to accept it before you have an answer from the �irst. The following message illustrates the general model for a direct request:

Figure 19.5 Follow-Up Message: Ineffective and Effective

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Use the follow-up message after an interview to express continued interest in the opportunity, to correct or expand on any information you provided in the interview, and to thank the interviewer for his or her time.

Figure 19.6 Request for a Time Extension: Ineffective and Effective

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Needing more time to decide on a job offer is not uncommon, particularly for candidates with desirable credentials. However, make the request in a respectful and subtle way. The reader understands you are comparing opportunities and looking for the best offer, so you don’t need to belabor this point.

REQUEST FOR A TIME EXTENSION If you receive a job offer while other interviews are still pending, you can ask the employer for a time extension. Open with a strong statement of your continued interest in the job, ask for more time to consider the offer, provide speci�ic reasons for the request, and assure the reader that you will respond by a speci�ic date (see Figure 19.6 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec35#ch19�ig6) ).

LETTER OF ACCEPTANCE When you receive a job offer you want to accept, reply within �ive days. Begin by accepting the position and expressing thanks. Identify the job you’re accepting. In the next paragraph, cover any necessary details. Conclude by saying that you look forward to reporting for work. As always, a positive letter should convey your enthusiasm and eagerness to cooperate:

Use the model for positive messages when you write a letter of acceptance.

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Be aware that a job offer and a written acceptance of that offer can constitute a legally binding contract, for both you and the employer. Before you send an acceptance letter, be sure you want the job.

Written acceptance of a job offer can be considered a legally binding contract.

LETTER DECLINING A JOB OFFER After all your interviews, you may �ind that you need to write a letter declining a job offer. Use the techniques for negative messages (see Chapter 8 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch08#ch08) ): Open warmly, state the reasons for refusing the offer, decline the offer explicitly, and close on a pleasant note that expresses gratitude. By taking the time to write a sincere, tactful letter, you leave the door open for future contact:

If you decide to decline a job offer, do so tactfully, using the model for negative messages.

LETTER OF RESIGNATION If you get a job offer while employed, you can maintain good relations with your current employer by writing a thoughtful letter of resignation to your immediate supervisor. Follow the advice for negative messages and make the letter sound positive, regardless of how you feel. Say something favorable about the organization, the people you work with, or what you’ve learned on the job. Then state your intention to leave and give the date of your last day on the job. Be sure you give your current employer at least two weeks’ notice.

Letters of resignation should always be written in a gracious and professional style that avoids criticism of your employer or your colleagues.

To verify the content and style of your follow-up messages, consult the tips in “Checklist: Writing Follow-Up Messages.”

CHECKLIST ✓ Writing Follow-Up Messages A. Thank-you messages.

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Write a brief thank-you letter within two days of the interview.

Acknowledge the interviewer’s time and courtesy.

Restate the speci�ic job you’re applying for.

Express your enthusiasm about the organization and the job.

Add any new facts that may help your chances.

Politely ask for a decision.

B. Messages of inquiry.

If you haven’t heard from the interviewer by the promised date, write a brief message of inquiry.

Use the direct approach: main idea, necessary details, speci�ic request.

C. Requests for a time extension.

Request an extension if you have pending interviews and need time to decide about an offer.

Open on a friendly note.

Explain why you need more time and express continued interest in the company.

In the close, promise a quick decision if your request is denied and ask for a con�irmation if your request is granted.

D. Letters of acceptance.

Send this message within �ive days of receiving the offer.

State clearly that you accept the offer, identify the job you’re accepting, and con�irm vital details such as salary and start date.

Make sure you want the job; an acceptance letter can be treated as a legally binding contract.

E. Letters declining a job offer.

Use the indirect approach for negative messages.

Open on a warm and appreciative note and then explain why you are refusing the offer.

End on a sincere, positive note.

F. Letters of resignation.

Send a letter of resignation to your current employer as soon as possible.

Begin with an appreciative buffer.

In the middle section, state your reasons for leaving and actually state that you are resigning.

Close cordially.

COMMUNICATION CHALLENGES AT Zappos You recently joined the human resources department at Zappos’ headquarters in Las Vegas. Using what you know about interviewing, address these challenges. To learn more about working at Zappos, visit the company’s website.

INDIVIDUAL CHALLENGE: You’re looking for experienced customer support specialists who remain calm when things get chaotic and stressful, who are �lexible enough to interact with a wide range of personality types, and who are comfortable communicating over the phone, through IM, and on Twitter. With those requirements in mind, create a list of three or four questions to use during the screening interviews (using Skype video calls) for these candidates.

TEAM CHALLENGE: Seven candidates survived the screening process, and now you’re planning the on-site interviews. In a small group, discuss the types of people to include on the interview team (consult a management textbook if you’re unfamiliar with positions in a typical corporation): Who should serve as host and handle the warm-up stage? Who should be involved in the question-and-answer stage? Who should handle the close? Justify your choices.

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Quick Learning Guide

KEY TERMS application letter Message that accompanies a résumé to let readers know what you’re sending, why you’re sending it, and how they can bene�it from reading it behavioral interview Interview in which you are asked to relate speci�ic incidents and experiences from your past employment interview Formal meeting during which you and an employer ask questions and exchange information group interview Interview in which one or more interviewers meet with several candidates simultaneously open-ended interview Interview in which the interviewer adapts his or her line of questioning based on the answers you give and any questions you ask panel interview Interview in which you meet with several interviewers at once situational interview Similar to a behavioral interview, except the questions focus on how you would handle various hypothetical situations on the job stress interview Interview in which you might be asked questions designed to unsettle you or subject you to long periods of silence, criticism, interruptions,

and or hostile reactions by the interviewer structured interview Interview in which the interviewer (or a computer) asks a series of prepared questions in a set order working interview Interview in which you perform a job-related activity

SUMMARY OF LEARNING OBJECTIVES 1 Explain the purposes of application letters, and describe how to apply the AIDA organizational approach to them. The purposes of an application letter are to introduce your résumé, persuade an employer to read it, and request an interview. With the AIDA model, get attention in the opening paragraph by showing how your work skills could bene�it the organization, by explaining how your quali�ications �it the job, or by demonstrating an understanding of the organization’s needs. Build interest and desire by showing how you can meet the job requirements and, near the end of this section, be sure to refer your reader to your résumé. Finally, motivate action by making your request easy to ful�ill and by including all necessary contact information.

2 Describe the typical sequence of job interviews, the major types of interviews, and the attributes employers look for during an interview. The typical sequence of interviews involves three stages. During the screening stage, employers �ilter out unquali�ied applicants and identify promising candidates. During the selection stage, the pool of applicants is narrowed through a variety of structured and unstructured interviewing methods. In the �inal stage, employers select the candidates who will receive offers and, if necessary, promote the bene�its of joining the company.

Interviews can be distinguished by the way they are structured (structured or unstructured interviews), the number of people involved (one-on-one, panel, or group interviews), and the purpose of the interview (behavioral, situational, working, or stress interviews). The behavioral interview, probably the most common in terms of purpose, requires candidates to use their own experiences and attributes to craft answers. The situational interview is similar, but instead of using incidents from the candidate’s past, it explores how the candidate would respond to hypothetical situations in the future.

Employers look for two things during an employment interview. First, they seek evidence that an applicant is quali�ied for the position. Second, they seek reassurance that an applicant will be a good �it with the “personality” of the organization and the position.

3 List six tasks you need to complete to prepare for a successful job interview. To prepare for a successful job interview, (1) complete the research you started when planning your résumé, (2) think ahead about questions you’ll need to answer and questions you’ll want to ask, (3) boost your con�idence by focusing on your strengths and preparing thoroughly, (4) polish your interviewing style, (5) present a professional image with businesslike clothing and good grooming, and (6) arrive on time and ready to begin.

4 Explain how to succeed in all three stages of an interview. All employment interviews have three stages. The warm-up stage is the most important because �irst impressions greatly in�luence an interviewer’s decision. The question-and-answer stage, during which you will answer and ask questions, is the longest. The close is your �inal opportunity to promote your value to the organization and counter any misconceptions the interviewer may have.

5 Identify the most common employment messages that follow an interview, and explain when you would use each one. Following an interview, send a thank-you message to show appreciation, emphasize your strengths, and politely ask for a decision. Send an inquiry if you haven’t received the interviewer’s decision by the date promised or within one or two weeks of the interview—especially if you’ve received a job offer from another �irm. You can request a time extension if you need more time to consider an offer. Send a letter of acceptance after receiving a job offer you want to take. Send a letter declining a job offer when you want to refuse an offer tactfully. Finally, if you are currently employed, send a letter of resignation after you have accepted the offer of another job.

MyBCommLab

Go to mybcommlab.com (http://mybcommlab.com) to complete the problems marked with this icon .

Test Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

19-1. What two message elements can you use when writing a follow-up message after submitting a résumé? [LO-1]

19-2. How can you apply the AIDA model to an application letter? [LO-1]

19-3. What information or questions can you use when writing a follow-up message after submitting a résumé? [LO-1]

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19-4. What should your objective be for an interview during the selection stage? [LO-2]

19-5. Why do many employers now use situational or behavioral interviews? [LO-2]

19-6. How does a structured interview differ from an open-ended interview? [LO-2]

19-7. What are the three stages of every interview, and which is the most important? [LO-4]

19-8. How should you respond if an interviewer at a company where you want to work asks you a question that seems too personal or unethical? [LO-4]

Apply Your Knowledge To review chapter content related to each question, refer to the indicated Learning Objective.

19-9. How can you prepare for a situational or behavioral interview if you have no experience with the job for which you are interviewing? [LO-2]

19-10. How could use you the group interview format to distinguish yourself as a team player? [LO-2]

19-11. If you lack one important quali�ication for a job but have made it past the initial screening stage, how should you prepare to handle this issue during the next round of interviews? Explain your answer. [LO-3]

19-12. What is an interviewer likely to conclude about you if you don’t have any questions to ask during the interview? [LO-3]

19-13. Why is it important to distinguish unethical or illegal interview questions from acceptable questions? Explain. [LO-4]

Practice Your Skills Messages for Analysis

Read the following messages and then (1) analyze the strengths or weaknesses of each document and (2) revise each document so that it follows this chapter’s guidelines.

19-14. Message 19.A: Writing an Application Letter [LO-1]

I’m writing to let you know about my availability for the brand manager job you advertised. As you can see from my enclosed résumé, my background is perfect for the position. Even though I don’t have any real job experience, my grades have been outstanding, considering that I went to a top-ranked business school.

I did many things during my undergraduate years to prepare me for this job:

Earned a 3.4 out of a 4.0, with a 3.8 in my business courses

Elected representative to the student governing association

Selected to receive the Lamar Franklin Award

Worked to earn a portion of my tuition

I am sending my résumé to all the top �irms, but I like yours better than any of the rest. Your reputation is tops in the industry, and I want to be associated with a business that can pridefully say it’s the best.

If you wish for me to come in for an interview, I can come on a Friday afternoon or anytime on weekends when I don’t have classes. Again, thanks for considering me for your brand manager position.

19-15. Message 19.B: Writing Application Follow-Up Messages [LO-1]

Did you receive my résumé? I sent it to you at least two months ago and haven’t heard anything. I know you keep résumés on �ile, but I just want to be sure that you keep me in mind. I heard you are hiring health-care managers and certainly would like to be considered for one of those positions.

Since I last wrote you, I’ve worked in a variety of positions that have helped prepare me for management. To wit, I’ve become lunch manager at the restaurant where I work, which involved a raise in pay. I now manage a waitstaff of 12 girls and take the lunch receipts to the bank every day.

Of course, I’d much rather be working at a real job, and that’s why I’m writing again. Is there anything else you would like to know about me or my background? I would really like to know more about your company. Is there any literature you could send me? If so, I would really appreciate it.

I think one reason I haven’t been hired yet is that I don’t want to leave Atlanta. So I hope when you think of me, it’s for a position that wouldn’t require moving. Thanks again for considering my application.

19-16. Message 19.C: Thank-You Message [LO-5]

Thank you for the really marvelous opportunity to meet you and your colleagues at Starret Engine Company. I really enjoyed touring your facilities and talking with all the people there. You have quite a crew! Some of the other companies I have visited have been so rigid and uptight that I can’t imagine how I would �it in. It’s a relief to run into a group of people who seem to enjoy their work as much as all of you do.

I know that you must be looking at many other candidates for this job, and I know that some of them will probably be more experienced than I am. But I do want to emphasize that my two-year hitch in the Navy involved a good deal of engineering work. I don’t think I mentioned all my shipboard responsibilities during the interview.

Please give me a call within the next week to let me know your decision. You can usually �ind me at my dormitory in the evening after dinner (phone: 877-9080).

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19-17. Message 19.D: Letter of Inquiry [LO-5]

I have recently received a very attractive job offer from the Warrington Company. But before I let them know one way or another, I would like to consider any offer that your �irm may extend. I was quite impressed with your company during my recent interview, and I am still very interested in a career there.

I don’t mean to pressure you, but Warrington has asked for my decision within 10 days. Could you let me know by Tuesday whether you plan to offer me a position? That would give me enough time to compare the two offers.

19-18. Message 19.E: Letter Declining a Job Offer [LO-5]

I’m writing to say that I must decline your job offer. Another company has made me a more generous offer, and I have decided to accept. However, if things don’t work out for me there, I will let you know. I sincerely appreciate your interest in me.

Exercises

Each activity is labeled according to the primary skill or skills you will need to use. To review relevant chapter content, you can refer to the indicated Learning Objective. In some instances, supporting information will be found in another chapter, as indicated.

19-19. Career Management: Preparing for Interviews [LO-3] Google yourself, Bing yourself, scour your social networking pro�iles, review your Twitter messages, and explore every other possible online source you can think of that might have something about you. If you �ind anything potentially embarrassing, remove it if possible. Write a summary of your search-and-destroy mission (you can skip any embarrassing details in your report to your instructor!).

Career Management: Researching Target Employers [LO-3] Select a medium or large company (one that you can easily �ind information on) where you might like to work. Use Internet sources to gather some preliminary research on the company; don’t limit your search to the company’s own website.

19-20. What did you learn about this organization that would help you during an interview there? 19-21. What Internet sources did you use to obtain this information? 19-22. Armed with this information, what aspects of your background do you think might appeal to this company’s recruiters? 19-23. Based on what you’ve learned about this company’s culture, what aspects of your personality should you try to highlight during an interview? 19-24. Career Management: Interviewing; Collaboration: Team Projects [LO-4], Chapter 2

(http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch02#ch02) Divide the class into two groups. Half the class will be recruiters for a large chain of national department stores, looking to �ill manager trainee positions (there are 16 openings). The other half of the class will be candidates for the jobs. The company is speci�ically looking for candidates who demonstrate these three qualities: initiative, dependability, and willingness to assume responsibility.

Have each recruiter select and interview an applicant for 10 minutes.

Have all the recruiters discuss how they assessed the applicant in each of the three desired qualities. What questions did they ask or what did they use as an indicator to determine whether the candidate possessed the quality?

Have all the applicants discuss what they said to convince the recruiters that they possessed each of these qualities.

19-25. Career Management: Interviewing [LO-3] Write a short email to your instructor, discussing what you believe are your greatest strengths and weaknesses from an employment perspective. Next, explain how these strengths and weaknesses would be viewed by interviewers evaluating your quali�ications.

19-26. Career Management: Interviewing [LO-3] Prepare written answers to 10 of the questions listed in Table 19.3 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec16#ch19tab3) .

Message Strategies: Employment Messages, Communication Ethics: Resolving Ethical Dilemmas [LO-5], Chapter 1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch01#ch01) You have decided to accept a new position with a competitor of your company. Write a letter of resignation to your supervisor, announcing your decision.

19-27. Will you notify your employer that you are joining a competing �irm? Explain. 19-28. Will you use the direct or the indirect approach? Explain. 19-29. Will you send your letter by email, send it by regular mail, or place it on your supervisor’s desk?

Expand Your Skills Critique the Professionals

Find an online video of a business professional being interviewed by a journalist. Using whatever medium your instructor requests, write a brief assessment (no more than one page) of the professional’s performance and any tips that you picked up that could you use in job interviews.

Sharpen Your Career Skills Online

Bovée and Thill’s Business Communication Web Search, at http://websearch.businesscommunicationnetwork.com (http://websearch.businesscommunicationnetwork.com) , is a unique research tool designed speci�ically for business communication research. Use the Web Search function to �ind a website, video, PDF document, podcast, or presentation that offers advice on successful interviewing techniques. Write a brief email message to your instructor or a post for your class blog, describing the item that you found and summarizing the career skills information you learned from it.

Cases

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Website links for selected companies mentioned in cases can be found in the Student Assignments section at http://real-timeupdates.com/bct13 (http://real- timeupdates.com/bct13) .

Writing Application Letters

EMAIL SKILLS

19-30. Message Strategies: Employment Messages [LO-1] Use one of the websites listed in Table 18.1 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#ch18tab1) on page 490 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch18lev1sec1#page_490) to �ind a job opening in your target profession. If you haven’t narrowed down to one career �ield yet, choose a business job for which you will have at least some quali�ications at the time of your graduation.

Your task: Write an email message that would serve as your application letter if you were to apply for this job. Base your message on your actual quali�ications for the position, and be sure to “echo” the requirements listed in the job description. Include the job description in your email message when you submit it to your instructor.

MICROBLOGGING SKILLS

19-31. Message Strategies: Employment Messages [LO-1] If you want to know whether job candidates can express themselves clearly on Twitter, why not test them as part of the application process? That’s exactly what the Minneapolis advertising agency Campbell Mithun does. Rather than having them using conventional application methods, the company asks intern candidates to tweet their applications in 13 messages.49 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note49)

Your task: Find a job opening on Twitter by searching on any of the following hashtags: #hiring, #joblisting, or #nowhiring.50 (http://content.thuzelearning.com/books/Bovee.7626.17.1/sections/ch19lev1sec42#ch19note50) Next, write an “application letter” composed of 13 individual tweets (140 characters maximum). If your class is set up with private Twitter accounts, go ahead and send the tweets. Otherwise, email them to your instructor or post them on your class blog, as your instructor indicates.

EMAIL SKILLS

19-32. Message Strategies: Employment Messages [LO-1]

Finding job openings that align perfectly with your professional interests is wonderful, but it doesn’t always happen. Sometimes you have to widen your search and go after whatever opportunities happen to be available. Even when the opportunity is not ideal, however, you still need to approach the employer with enthusiasm and a focused, audience-centric message.

Your task: Find a job opening for which you will be quali�ied when you graduate (or close to being quali�ied, for the purposes of this activity), but make it one that is outside your primary �ield of interest. Write an email application letter for this opening, making a compelling case that you are the right candidate for this job.

Interviewing

BLOGGING SKILLS/TEAM SKILLS

19-33. Career Management: Researching Target Employers [LO-3] Research is a critical element of the job search process. With information in hand, you increase the chance of �inding the right opportunity (and avoiding bad choices), and you impress interviewers in multiple ways by demonstrating initiative, curiosity, research and analysis skills, an appreciation for the complex challenges of running a business, and willingness to work to achieve results.

Your task: With a small team of classmates, use online job listings to identify an intriguing job opening that at least one member of the team would seriously consider pursuing as graduation approaches. (You’ll �ind it helpful if the career is related to at least one team member’s college major or on-the-job experience so that the team can bene�it from some knowledge of the profession in question.) Next, research the company, its competitors, its markets, and this speci�ic position to identify �ive questions that would (1) help the team member decide if this is a good opportunity and (2) show an interviewer that you’ve really done your homework. Go beyond the basic and obvious questions to identify current, speci�ic, and complex issues that only deep research can uncover. For example, is the company facing signi�icant technical, �inancial, legal, or regulatory challenges that threaten its ability to grow or perhaps even survive in the long term? Or is the market evolving in a way that positions this particular company for dramatic growth? In a post for your class blog, list your �ive questions, identify how you uncovered the issue, and explain why each is signi�icant.

TEAM SKILLS 19-34. Career Management: Interviewing [LO-4] Interviewing is a skill that can be improved through observation and practice.

Your task: You and all other members of your class are to write letters of application for an entry-level or management-trainee position that requires an engaging personality and intelligence but a minimum of specialized education or experience. Sign your letter with a �ictitious name that conceals your identity. Next, polish (or create) a résumé that accurately identi�ies you and your educational and professional accomplishments.

Now, three members of the class who volunteer as interviewers divide up all the anonymously written application letters. Then each interviewer selects a candidate who seems the most convincing in his or her letter. At this time, the selected candidates identify themselves and give the interviewers their résumés.

Each interviewer then interviews his or her chosen candidate in front of the class, seeking to understand how the items on the résumé qualify the candidate for the job. At the end of the interviews, the class decides who gets the job and discusses why this candidate was successful. Afterward, retrieve your letter, sign it with the right name, and submit it to the instructor for credit.

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TEAM SKILLS

19-35. Career Management: Interviewing [LO-4] Select a company in an industry in which you might like to work and then identify an interesting position within the company. Study the company and prepare for an interview with that company.

Your task: Working with a classmate, take turns interviewing each other for your chosen positions. Interviewers should take notes during the interview. When the interview is complete, critique each other’s performance. (Interviewers should critique how well candidates prepared for the interview and answered the questions; interviewees should critique the quality of the questions asked.) Write a follow-up letter thanking your interviewer and submit the letter to your instructor.

Following Up After an Interview

LETTER WRITING SKILLS

19-36. Message Strategies: Employment Messages [LO-5] Because of a mix-up in your job application scheduling, you accidentally applied for your third- choice job before going after the one you really wanted. What you want to do is work in retail marketing with the upscale department store Neiman Marcus in Dallas; what you have been offered is a job with Longhorn Leather and Lumber, 65 miles away in the small town of Commerce, Texas.

You review your notes. Your Longhorn interview was three weeks ago with the human resources manager, R. P. Bronson, who has just written to offer you the position. The store’s address is 27 Sam Rayburn Drive, Commerce, TX 75428. Mr. Bronson notes that he can hold the position open for 10 days. You have an interview scheduled with Neiman Marcus next week, but it is unlikely that you will know the store’s decision within this 10-day period.

Your task: Write to Mr. Bronson, requesting a reasonable delay in your consideration of his job offer.

LETTER WRITING SKILLS/EMAIL SKILLS

19-37. Message Strategies: Employment Messages [LO-5] Fortunately for you, your interview with Neiman Marcus (see the previous case) went well, and you’ve just received a job offer from the company.

Your task: Write a letter to R. P. Bronson at Longhorn Leather and Lumber, declining his job offer, and write an email message to Clarissa Bartle at Neiman Marcus, accepting her job offer. Make up any information you need when accepting the Neiman Marcus offer.

LETTER WRITING SKILLS

19-38. Message Strategies: Employment Messages (Letters of Resignation) [LO-5] Leaving a job is rarely stress free, but it’s particularly dif�icult when you are parting ways with a mentor who played an important role in advancing your career. A half-dozen years into your career, you have bene�ited greatly from the advice, encouragement, and professional connections offered by your mentor, who also happens to be your current boss. She seemed to believe in your potential from the very beginning and went out of her way on numerous occasions to help you. You returned the favor by becoming a stellar employee who has made important contributions to the success of the department your boss leads.

Unfortunately, you �ind yourself at a career impasse. You believe you are ready to move into a management position, but your company is not growing enough to create many opportunities. Worse yet, you joined the �irm during a period of rapid expansion, so there are many eager and quali�ied internal candidates at your career level interested in the few managerial jobs that do become available. You fear it may be years before you get the chance to move up in the company. Through your online networking activities, you found an opportunity with a �irm in another industry and have decided to pursue it.

Your task: You have a close relationship with your boss, so you will announce your intention to leave the company in a private, one-on-one conversation. However, you also recognize the need to write a formal letter of resignation, which you will hand to your boss during this meeting. This letter is addressed to your boss, but as formal business correspondence that will become part of your personnel �ile, it should not be a “personal” letter. Making up whatever details you need, write a brief letter of resignation.

MyBCommLab Go to mybcommlab.com (http://mybcommlab.com) for Auto-graded writing questions as well as the following Assisted-graded writing questions:

19-39. How can you prepare for a situational or behavioral interview if you have no experience with the job for which you are interviewing? [LO-2] 19-40. Why are the questions you ask during an interview as important as the answers you give to the interviewer’s questions? [LO-3]

Endnotes 1. Zappos Inside Zappos page, accessed 8 August 2014, http://about.zappos.com/jobs (http://about.zappos.com/jobs) ; Blair Hanley Frank, “Zappos Ditches Job Posts, Replaces Them with a Social Network,” GeekWire, 27 May 2014, www.geekwire.com (http://www.geekwire.com) . “Wishez Is Live,” Zappos Family blog, 17 November 2010, http://blogs.zappos.com (http://blogs.zappos.com) ; Tony Hsieh, “Amazon & Zappos, 1 Year Later,” Zappos CEO & COO blog, 22 July 2010, http://blogs.zappos.com (http://blogs.zappos.com) ; Todd Raphael, “7 Interview Questions from Zappos,” Todd Raphael’s World of Talent blog, 22 July 2010, http://-community.ere.net (http://-community.ere.net) ; Jeffrey M. O’Brien, “Zappos Knows How to Kick It,” Fortune, 22 January 2009, http://about.zappos.com/press-center (http://about.zappos.com/press-center) ; “Zappos Family Seattle Coding Challenge and Tech Tweet Up,” Zappos Family blog, 22 March 2011, http://blogs.zappos.com (http://blogs.zappos.com) .

2. Matthew Rothenberg, “Manuscript vs. Machine,” The Ladders, 15 December 2009, www.theladders.com (http://www.theladders.com) ; Joann Lublin, “Cover Letters Get You in the Door, So Be Sure Not to Dash Them Off,” Wall Street Journal, 6 April 2004, B1.

3. Lisa Vaas, “How to Write a Great Cover Letter,” The Ladders, 20 November 2009, www.theladders.com (http://www.theladders.com) .

4. Allison Doyle, “Introduction to Cover Letters,” About.com (http://About.com) , accessed 13 August 2010, http://jobsearch.about.com (http://jobsearch.about.com) .

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5. Alison Green, “Are You Making These 8 Mistakes on Your Cover Letter?” U.S. News & World Report, 18 July 2012, http://money.usnews.com (http://money.usnews.com) ; Doyle, “Introduction to Cover Letters”; Vaas, “How to Write a Great Cover Letter”; Toni Logan, “The Perfect Cover Story,” Kinko’s Impress 2 (2000): 32, 34.

6. Lisa Vaas, “How to Follow Up a Résumé Submission,” The Ladders, 9 August 2010, www.theladders.com (http://www.theladders.com) .

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9. Fisher, “How to Get Hired by a ‘Best’ Company.”

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19. Chris Pentilla, “Testing the Waters,” Entrepreneur, January 2004, www.entrepreneur.com (http://www.entrepreneur.com) ; Terry McKenna, “Behavior-Based Interviewing,” National Petroleum News, January 2004, 16; Nancy K. Austin, “Goodbye Gimmicks,” Incentive, May 1996, 241.

20. William Poundstone, “Beware the Interview Inquisition,” Harvard Business Review, May 2003, 18.

21. Peter Vogt, “Mastering the Phone Interview,” Monster.com (http://Monster.com) , accessed 13 December 2006, www.monster.com (http://www.monster.com) ; Nina Segal, “The Global Interview: Tips for Successful, Unconventional Interview Techniques,” Monster.com (http://Monster.com) , accessed 13 December 2006, www.monster.com (http://www.monster.com) .

22. Segal, “The Global Interview.”

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24. HireVue website, accessed 4 April 2008, www.hirevue.com (http://www.hirevue.com) ; in2View website, accessed 4 April 2008, www.in2view.biz (http://www.in2view.biz) ; Victoria Reitz, “Interview Without Leaving Home,” Machine Design, 1 April 2004, 66.

25. Gina Ruiz, “Job Candidate Assessment Tests Go Virtual,” Workforce Management, January 2008, www.workforce.com (http://www.workforce.com) ; Connie Winkler, “Job Tryouts Go Virtual,” HR Magazine, September 2006, 131–134.

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31. Nick Corcodilos, “How to Answer a Misguided Interview Question,” Seattle Times, 30 March 2008, www.seattletimes.com (http://www.seattletimes.com) .

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41. T. Shawn Taylor, “Most Managers Have No Idea How to Hire the Right Person for the Job,” Chicago Tribune, 23 July 2002, www.ebsco.com (http://www.ebsco.com) .

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48. Alison Green, “How a Thank-You Note Can Boost Your Job Chances,” U.S. News & World Report, 27 June 2012, http://money.usnews.com (http://money.usnews.com) ; Joan S. Lublin, “Notes to Interviewers Should Go Beyond a Simple Thank You,” Wall Street Journal, 5 February 2008, B1.

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