Chapter 7 Messages and Memos

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Chapter 7 E-Mail Messages and Memos Business Communication: Process and Product, 6e Mary Ellen Guffey Copyright © 2008

E-Mail Messages and Memos The Writing Process Structure and Format Smart E-Mail Practices Typical E-Mail and Memos Mary Ellen Guffey, Business Communication: Process and Product, 6e

1 The Writing Process Prewriting Do I really need to write? E-mail or hard copy memo? Why am I writing? How will the reader react? How can I save the reader’s time? Prewriting Analyze Anticipate Adapt Mary Ellen Guffey, Business Communication: Process and Product, 6e

2 The Writing Process Writing Check files. Collect information. Study relevant documents. Make an outline. Write a first draft. Writing Research Organize Compose Mary Ellen Guffey, Business Communication: Process and Product, 6e

3 The Writing Process Revising Revise for clarity. Revise for correctness. Plan for feedback. Revising Edit Proofread Evaluate Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Structure and Format Date: To: From: Subject: Opening Body Closing Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Subject Lines Date: To: From: Subject: New Employee Fitness Center Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Subject Lines Date: To: From: Subject: Your Vacation Request Deadline Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Subject Lines Date: To: From: Subject: Sending Feasibility Report The headline of your memo. Summarize the main idea. Use nouns and phrases, not complete sentences. Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Opening Date: To: From: Subject: Opening Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Opening Start directly; amplify the main idea. Indirect Opening This is to inform you that we must complete the annual operating budgets smoothly. Over the past two months many supervisors have expressed concern about their departmental budget needs. Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Opening Start directly; amplify the main idea. Direct Opening All supervisors and coordinators will meet June 30 at 10 a.m. to work out the annual operating budgets for all departments. Mary Ellen Guffey, Business Communication: Process and Product, 6e

Body E-Mail and Memos: Body Date: To: From: Subject: Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Body Explain and discuss the topic. Introduce relevant details or examples. Use graphic highlighting to enhance reading, comprehension, and retention. Consider columns, headings, numbered or bulleted lists, and so forth. Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Closing Date: To: From: Subject: Closing Mary Ellen Guffey, Business Communication: Process and Product, 6e

E-Mail and Memos: Closing To end the message, you have the following options: Action information Dates or deadlines Summary of the message Closing thought Mary Ellen Guffey, Business Communication: Process and Product, 6e

Formatting Hard-Copy Memos DATE: Current TO: Dawn Stewart, Manager FROM: Jay Murray, Vice President SUBJECT: Telephone Service Request Forms To speed telephone installation and improve service within the main facility, we are starting a new application procedure. Service request forms will be available at various locations within the three buildings. When you require telephone services, pick up a request form at your nearest location. Fill in the pertinent facts, obtain approval from your division head, and send the form to Brent White. Please call me at 451-0593 if you have any questions about this new procedure. 2 inches from top Formatting Hard-Copy Memos 1blank line JM Sign your initials 2 blank lines Align items 2 spaces after Subject At least 1-inch side margins Mary Ellen Guffey, Business Communication: Process and Product, 6e

“Before”—Ineffective Request Memo DATE: Current TO: Kim Johnson, Corporate Communications FROM: Tim Rudolph, CEO SUBJECT: New Policy This memo is written to inform you that I continue to receive disturbing reports about the misuse of e-mail by employees. In the course of the past three months I have heard of defamatory messages, downloads of pornography for all staff to see, and even a basketball pool that turned into a gambling operation. In view of the foregoing, I am herewith instructing your office that an e-mail policy for the staff is needed. By October 1 a rough draft of a policy should be forthcoming. At the very minimum it should inform each and every employee that e-mail is for business only. Employees must be told that we reserve the right to monitor all messages. No pictures or attachments should be in the e-mail system without there being a valid reason. And we should not be using e-mail to be saying anything about personnel matters—such as performance reviews and salaries. If you have any questions, do not hesitate to call. “Before”—Ineffective Request Memo TR Mary Ellen Guffey, Business Communication: Process and Product, 6e

Memo Revision: Critical Thinking Questions What is the purpose of the routine request? How effective is the subject line? Is the opening direct or indirect? What does the writer want the reader to do? How should the memo begin? What should be in the body? What highlighting techniques could be used? What should be included in the closing? Should a reason be given along with an end date? Mary Ellen Guffey, Business Communication: Process and Product, 6e

“After”—Improved Request Memo DATE: Current TO: Kim Johnson, Corporate Communications FROM: Tim Rudolph, CEO SUBJECT: Developing Staff E-Mail Policy Please draft a policy outlining appropriate e-mail use for employees. We need a policy because I have received reports of misuse including defamatory messages, pornography downloads, and even gambling. Here are a few points that the policy should cover: E-mail is for business use only. E-mail messages may be monitored. No pictures or attachments should be sent without a valid reason. E-mail should not be used to discuss personnel matters. Please submit a draft to me by October 2 because we hope to have a final policy completed by November 5. Call if you have questions. “After”—Improved Request Memo TR Mary Ellen Guffey, Business Communication: Process and Product, 6e

Formatting E-Mail Messages Dear Dawn: To speed telephone installation and improve service within the main facility, we are starting a new application procedure. Service request forms will be available at various locations within the three buildings. When you require telephone service, pick up a request form at your nearest location. Fill in the pertinent facts, obtain approval from your division head, and send the form to Brent White. Please call me at 451-0593 if you have any questions about this new procedure. Best, Jay Murray, Vice President, Facilities and Operations Phone: (245) 451-0593 ● Fax: (245) 451-3389 E-Mail: jmurray@pro.com Single-space body; double-space between paragraphs. Formatting E-Mail Messages Use angle brackets for Internet addresses Include a salutation for a friendly tone. Write complete sentences and use upper and lower- case letters. Use a complimentary close and include your contact information. Mary Ellen Guffey, Business Communication: Process and Product, 6e

Smart E-Mail Practices © Ryan McVay / Photodisc / Getty Images Getting Started Consider composing off line. Type the receiver’s address correctly. Avoid misleading subject lines. Apply the top-of-the screen test. Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Smart E-Mail Practices Content, Tone, Correctness Be concise. Don’t use e-mail to avoid contact. Care about correctness and tone. Resist humor and tongue-in-cheek comments. ! Don’t send anything you wouldn’t want published or posted on your office door! Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Smart E-Mail Practices Netiquette Limit any tendency to send blanket copies. Never send “spam.” Consider using identifying labels, such as ACTION, FYI, RE, URGENT. Use uppercase only for emphasis or titles. Announce attachments. Seek permission before forwarding. Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Smart E-Mail Practices Reading and Replying to E-Mail Scan all messages before replying. Acknowledge receipt. Don’t automatically return the sender’s message. Revise a subject line if the topic in a series of messages (a “thread”) changes. Provide a clear, complete first sentence. Never respond when you are angry. Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Smart E-Mail Practices © George Doyle & Ciaran Griffin / Stockbyte / Getty Images Personal Use Don’t use company computers for personal matters unless allowed by your organization. Assume that all e-mail is monitored, even when you connect to your ISP from work. Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Smart E-Mail Practices Other Smart Practices Use design to improve readability of longer messages. Consider cultural differences. Double-check before hitting the Send button. Use instant messaging professionally to expand your communication channel choices. Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Top Ten Mistakes That Can Sabotage Your Career 1 Responding when angry 2 Making address goofs Forgetting a subject line or failing to change it to match “thread” 3 Not personalizing your message 4 Skipping the salutation and closing identification Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Top Ten Mistakes That Can Sabotage Your Career Including inappropriate content 5 Instant indiscretions, off-color jokes, and statements you will later regret Forgetting to check for spelling and grammar 6 Thinking no one else will ever see your e-mail 7 Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Top Ten Mistakes That Can Sabotage Your Career Copying and forwarding recklessly 8 Completing “To” line first 9 A slip of the fingers can send a message before its time, and you can never take it back. 10 Expecting an instant response Mary Ellen Guffey, Business Communication: Process and Product, 6e 8

Oops! I thought I deleted that e-mail! Sender World Oops! I thought I deleted that e-mail! Sends message to server. Once a message is sent, its distribution cannot be controlled. Server Receiver Stores and processes messages; a second computer may keep duplicates Archives May duplicate, print, forward, or post the message to the Web Retain from weeks’ to years’ worth of back mail Mary Ellen Guffey, Business Communication: Process and Product, 6e

Typical E-Mail Messages and Memos Request Messages DATE: TO: FROM: SUBJECT: Closing Include end date and reason, if possible. Express appreciation. Opening Frontload your direct request. Body Explain and justify your request. Use listing techniques to improve readability. Mary Ellen Guffey, Business Communication: Process and Product, 6e

Typical E-Mail Messages and Memos Response Messages Opening Summarize response facts. Body Provide details in a readable form. Closing Offer concluding remark, summary, or further assistance. Mary Ellen Guffey, Business Communication: Process and Product, 6e

Typical E-Mail Messages and Memos Procedural Messages DATE: TO: FROM: SUBJECT: Body Explain its need. List numbered steps to explain the procedure. Use “command” language (do this; don’t do that). Closing Reinforce benefits and provide source of further information. Opening Announce the procedure. Mary Ellen Guffey, Business Communication: Process and Product, 6e

Typical E-Mail Messages and Memos Confirmation Messages Opening Explain purpose for writing. Body Itemize major issues or points concisely. Include names and titles of involved people. Closing Offer concluding remark, summary, or further assistance. Mary Ellen Guffey, Business Communication: Process and Product, 6e

End Mary Ellen Guffey, Business Communication: Process and Product, 6e Ch. 7, Slide 36