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Successful Writing for Work
Writing Memos,
Faxes and E-Mail
Copyright © Houghton Mifflin Company. All rights reserved. 4–1
Memos, Faxes, and E-Mails
1. Each is streamlined for the busy world
of work
2. They give busy readers information
fast
3. Even though they are routine, they still
demand a great deal of your thought
and time
Copyright © Houghton Mifflin Company. All rights reserved. 4–2
Memos
 Memorandum is the Latin word for
“something to be remembered”
 Memos are brief in-house
correspondence sent up and down the
corporate ladder
 They can be on paper or sent through e-
mail
Copyright © Houghton Mifflin Company. All rights reserved. 4–3
Memo Protocol and Company Politics
 Regardless of where you work, your
employer will expect your memos to be
timely, professional, and tactful
 Most companies have their own memo
protocol
– Accepted ways in which in-house
communications are formatted, organized,
written, and routed
Copyright © Houghton Mifflin Company. All rights reserved. 4–4
Compose Clear, Focused Memos
Functions of Memos
Announcing a company policy or plan
Changing a policy or procedure
Offering information (FYI)
Setting an agenda
Making a request
Explaining a procedure or giving
instructions
Clarifying or summarizing an issue
Copyright © Houghton Mifflin Company. All rights reserved. 4–6
Functions of Memos
Alerting readers to a problem or a
deadline
Confirming the outcome of a
conversation
Calling a meeting
Reminding readers about a meeting,
policy, or procedure
Circulating minutes of a meeting
Copyright © 4–7
Functions of Memos
Providing documentation
Providing suggestions or
recommendations
Documenting, for your own protection,
what you did or did not do
Summarizing a long report or proposal
Congratulating a co-worker
Resigning your post
Copyright © Houghton Mifflin Company. All rights reserved. 4–8
Memo Format
 Some companies use a standard form
while others have their memo printed on
their letterheads
 The memo may be on a half sheet or a
full sheet
 Basically, the memo consists of two
parts
– The identifying information at the top
– The message itself
Copyright © Houghton Mifflin Company. All rights reserved. 4–9
Memo Format
 The identifying information includes the
following lines
TO:
FROM:
DATE:
SUBJECT:
Copyright © Houghton Mifflin Company. All rights reserved. 4–10
If your memo is going to more than one
reader, make sure you list them in the order
of their status in your company
Write your name (and job title, if necessary for
the reader.) You should always write your
initials after your typed name to verify the
memo comes from you
Give the full calendar date
This serves as the title line of your memo.
Summarize your message/purpose precisely
Memo Style and Tone
 The style and tone of your memo will be
controlled by the audience within your
company or agency
– Casual tone
 When writing to a co-worker whom you know
well
– Formal tone
 When writing to a manager
4–11
Remember that your employer and co-workers
deserve the same clear and concise writing
that your customers do
Strategies for Organizing a Memo
1. Introduction
– Tell readers clearly about what prompted you to write
– Explain briefly any background information needed
– Be specific
2. Discussion
– State what is important, who will be affected, what caused it
– Indicate why changes are necessary
– Give precise dates, times, locations, and costs
3. Conclusion
– Request a reply by a specific date
– Provide a list of recommendations
– Ask readers to call if they have questions
Copyright © Houghton Mifflin Company. All rights reserved. 4–12
Organizational Markers
 Headings
– Organize your work and make information easy for
readers to follow
 Numbered or bulleted lists
– Help readers see comparisons and contrasts
readily and thereby comprehend your ideas more
quickly
 Underlining or boldfacing
– Emphasizes key points. Do not overuse this
technique; draw attention only to main points and
those that contain summaries or draw conclusions
Copyright © Houghton Mifflin Company. All rights reserved. 4–13
HeadingBulleted
List
Underlining
E-Mail
 Essentially an electronic memo
– Messages are clear and concise
– Typically address one subject only
– Stored in writer’s file indefinitely
 E-mail is easy and immediate
 Should not replace formal letters
 You can send a variety of documents via e-mail
– Memos --Video clips
– Correspondence --Soundbites
-- pictures
– Various tables, lists, and statistical files
4–14
Business E-Mail versus
Personal E-Mail
 Employers own their internal e-mail
systems and thus have the right to
monitor what you write and to whom
 Any e-mail at work can be saved,
stored, forwarded, and most
significantly, intercepted
Copyright © Houghton Mifflin Company. All rights reserved. 4–15
Always remember that your e-mail could be
forwarded to people you did not intend to send it to
Guidelines for Using E-Mail
 Make sure your e-mail is confidential and
ethical
 Observe all the proprietary requirements
when using e-mail
 Follow all the rules of “Netiquette” when
answering e-mail
 Use an acceptable format
 Adopt a professional style
 Insure that your e-mail is secure
Copyright © Houghton Mifflin Company. All rights reserved. 4–16
E-mails—Some Positives
Copyright © Houghton Mifflin Company. All rights reserved. 4–17
• Faster than traditional correspondence
• Memo/letter writing steps compressed
into one
• Allows for “rapid-fire” exchanges
• Can contain complete record of all
information
E-mails—Some Negatives
Copyright © Houghton Mifflin Company. All rights reserved. 4–18
Possible Solutions
• Avoid errors—Proofread carefully
• Ensure information is necessary and
correct and pertinent details are
included
• Watch for:
• Typos and misspellings
• Faulty capitalization
• Sloppy punctuation
• Grammatical errors
• Use spell checkers and grammar checkers
Help Dos and Don’ts
Copyright © Houghton Mifflin Company. All rights reserved. 4–20
• Peer edit
• Ask a colleague to read your document:
fresh eyes can detect errors you might
miss because material is familiar
• Avoid “text-speak”: shortened versions of
words used in text messages
Dos and Don’ts, continued
Copyright © Houghton Mifflin Company. All rights reserved. 4–21
• Follow grammar rules:
• Use capital letters appropriately
• Punctuation is important
• Compose for your audience
• Do NOT take shortcuts
• May affect reader’s understanding of the
message
Important Points
Copyright © Houghton Mifflin Company. All rights reserved. 4–22
• Letter-style greetings make messages less
abrupt and more personal—especially for
external or upward communication
• Salutation (“Dear Mr. Jones:”)
• Complimentary close (“Yours truly,”)
• Use e-mail system to create signature file
• E-mail is not private
• Employers have the right to monitor/inspect
e-mail
• Don’t say it if it can’t appear on the front
page of the company newsletter
Be Professional
Copyright © Houghton Mifflin Company. All rights reserved. 4–23
• E-mail is no place for personal or
conversational messages
• External e-mail:
• Use a higher level of courteous formality
• Include letter-style salutation and
complimentary close
• Be cautious about forwarding another
writer’s e-mail to others
• Be judicious about using “Reply to All” or
cc’ing other readers
Be Professional, Continued
Copyright © Houghton Mifflin Company. All rights reserved. 4–24
• When including an attachment,
mention the attachment in the e-mail
text
• Be judicious about sending large
attachments (especially more than 1
MB). Consider sending a link instead
to an online version of the attachment.
Craft Clear, Concise Text Messages That
Convey Information With Maximum
Economy
Copyright © Houghton Mifflin Company. All rights reserved. 4–25
• Cell phone-to-cell phone
communication
• Often fastest and most practical
communication method
Texts – Some positives
 Faster than traditional correspondence
 Well-suited for multitasking environment
(but NOT when driving or operating
potentially dangerous equipment)
 Allows communication while away from
computer
Copyright © Houghton Mifflin Company. All rights reserved. 4–26
Texts—Some Negatives
 Compressed message format may
cause miscommunication
 Important or sensitive message may not
be secure
 May be difficult to reconstruct complete
exchange in the future
 Must be limited to appropriate
messages and situations (e.g., not
during a meeting or conversation)
Copyright © Houghton Mifflin Company. All rights reserved. 4–27

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Memos, emails and text. ppt

  • 1. Successful Writing for Work Writing Memos, Faxes and E-Mail Copyright © Houghton Mifflin Company. All rights reserved. 4–1
  • 2. Memos, Faxes, and E-Mails 1. Each is streamlined for the busy world of work 2. They give busy readers information fast 3. Even though they are routine, they still demand a great deal of your thought and time Copyright © Houghton Mifflin Company. All rights reserved. 4–2
  • 3. Memos  Memorandum is the Latin word for “something to be remembered”  Memos are brief in-house correspondence sent up and down the corporate ladder  They can be on paper or sent through e- mail Copyright © Houghton Mifflin Company. All rights reserved. 4–3
  • 4. Memo Protocol and Company Politics  Regardless of where you work, your employer will expect your memos to be timely, professional, and tactful  Most companies have their own memo protocol – Accepted ways in which in-house communications are formatted, organized, written, and routed Copyright © Houghton Mifflin Company. All rights reserved. 4–4
  • 6. Functions of Memos Announcing a company policy or plan Changing a policy or procedure Offering information (FYI) Setting an agenda Making a request Explaining a procedure or giving instructions Clarifying or summarizing an issue Copyright © Houghton Mifflin Company. All rights reserved. 4–6
  • 7. Functions of Memos Alerting readers to a problem or a deadline Confirming the outcome of a conversation Calling a meeting Reminding readers about a meeting, policy, or procedure Circulating minutes of a meeting Copyright © 4–7
  • 8. Functions of Memos Providing documentation Providing suggestions or recommendations Documenting, for your own protection, what you did or did not do Summarizing a long report or proposal Congratulating a co-worker Resigning your post Copyright © Houghton Mifflin Company. All rights reserved. 4–8
  • 9. Memo Format  Some companies use a standard form while others have their memo printed on their letterheads  The memo may be on a half sheet or a full sheet  Basically, the memo consists of two parts – The identifying information at the top – The message itself Copyright © Houghton Mifflin Company. All rights reserved. 4–9
  • 10. Memo Format  The identifying information includes the following lines TO: FROM: DATE: SUBJECT: Copyright © Houghton Mifflin Company. All rights reserved. 4–10 If your memo is going to more than one reader, make sure you list them in the order of their status in your company Write your name (and job title, if necessary for the reader.) You should always write your initials after your typed name to verify the memo comes from you Give the full calendar date This serves as the title line of your memo. Summarize your message/purpose precisely
  • 11. Memo Style and Tone  The style and tone of your memo will be controlled by the audience within your company or agency – Casual tone  When writing to a co-worker whom you know well – Formal tone  When writing to a manager 4–11 Remember that your employer and co-workers deserve the same clear and concise writing that your customers do
  • 12. Strategies for Organizing a Memo 1. Introduction – Tell readers clearly about what prompted you to write – Explain briefly any background information needed – Be specific 2. Discussion – State what is important, who will be affected, what caused it – Indicate why changes are necessary – Give precise dates, times, locations, and costs 3. Conclusion – Request a reply by a specific date – Provide a list of recommendations – Ask readers to call if they have questions Copyright © Houghton Mifflin Company. All rights reserved. 4–12
  • 13. Organizational Markers  Headings – Organize your work and make information easy for readers to follow  Numbered or bulleted lists – Help readers see comparisons and contrasts readily and thereby comprehend your ideas more quickly  Underlining or boldfacing – Emphasizes key points. Do not overuse this technique; draw attention only to main points and those that contain summaries or draw conclusions Copyright © Houghton Mifflin Company. All rights reserved. 4–13 HeadingBulleted List Underlining
  • 14. E-Mail  Essentially an electronic memo – Messages are clear and concise – Typically address one subject only – Stored in writer’s file indefinitely  E-mail is easy and immediate  Should not replace formal letters  You can send a variety of documents via e-mail – Memos --Video clips – Correspondence --Soundbites -- pictures – Various tables, lists, and statistical files 4–14
  • 15. Business E-Mail versus Personal E-Mail  Employers own their internal e-mail systems and thus have the right to monitor what you write and to whom  Any e-mail at work can be saved, stored, forwarded, and most significantly, intercepted Copyright © Houghton Mifflin Company. All rights reserved. 4–15 Always remember that your e-mail could be forwarded to people you did not intend to send it to
  • 16. Guidelines for Using E-Mail  Make sure your e-mail is confidential and ethical  Observe all the proprietary requirements when using e-mail  Follow all the rules of “Netiquette” when answering e-mail  Use an acceptable format  Adopt a professional style  Insure that your e-mail is secure Copyright © Houghton Mifflin Company. All rights reserved. 4–16
  • 17. E-mails—Some Positives Copyright © Houghton Mifflin Company. All rights reserved. 4–17 • Faster than traditional correspondence • Memo/letter writing steps compressed into one • Allows for “rapid-fire” exchanges • Can contain complete record of all information
  • 18. E-mails—Some Negatives Copyright © Houghton Mifflin Company. All rights reserved. 4–18
  • 19. Possible Solutions • Avoid errors—Proofread carefully • Ensure information is necessary and correct and pertinent details are included • Watch for: • Typos and misspellings • Faulty capitalization • Sloppy punctuation • Grammatical errors • Use spell checkers and grammar checkers
  • 20. Help Dos and Don’ts Copyright © Houghton Mifflin Company. All rights reserved. 4–20 • Peer edit • Ask a colleague to read your document: fresh eyes can detect errors you might miss because material is familiar • Avoid “text-speak”: shortened versions of words used in text messages
  • 21. Dos and Don’ts, continued Copyright © Houghton Mifflin Company. All rights reserved. 4–21 • Follow grammar rules: • Use capital letters appropriately • Punctuation is important • Compose for your audience • Do NOT take shortcuts • May affect reader’s understanding of the message
  • 22. Important Points Copyright © Houghton Mifflin Company. All rights reserved. 4–22 • Letter-style greetings make messages less abrupt and more personal—especially for external or upward communication • Salutation (“Dear Mr. Jones:”) • Complimentary close (“Yours truly,”) • Use e-mail system to create signature file • E-mail is not private • Employers have the right to monitor/inspect e-mail • Don’t say it if it can’t appear on the front page of the company newsletter
  • 23. Be Professional Copyright © Houghton Mifflin Company. All rights reserved. 4–23 • E-mail is no place for personal or conversational messages • External e-mail: • Use a higher level of courteous formality • Include letter-style salutation and complimentary close • Be cautious about forwarding another writer’s e-mail to others • Be judicious about using “Reply to All” or cc’ing other readers
  • 24. Be Professional, Continued Copyright © Houghton Mifflin Company. All rights reserved. 4–24 • When including an attachment, mention the attachment in the e-mail text • Be judicious about sending large attachments (especially more than 1 MB). Consider sending a link instead to an online version of the attachment.
  • 25. Craft Clear, Concise Text Messages That Convey Information With Maximum Economy Copyright © Houghton Mifflin Company. All rights reserved. 4–25 • Cell phone-to-cell phone communication • Often fastest and most practical communication method
  • 26. Texts – Some positives  Faster than traditional correspondence  Well-suited for multitasking environment (but NOT when driving or operating potentially dangerous equipment)  Allows communication while away from computer Copyright © Houghton Mifflin Company. All rights reserved. 4–26
  • 27. Texts—Some Negatives  Compressed message format may cause miscommunication  Important or sensitive message may not be secure  May be difficult to reconstruct complete exchange in the future  Must be limited to appropriate messages and situations (e.g., not during a meeting or conversation) Copyright © Houghton Mifflin Company. All rights reserved. 4–27