The document provides guidance on various types of workplace communications including memos, minutes, reports, letters, and proposals, outlining their purpose and basic structure. Examples are given of formatting conventions for memos, progress reports, and incident reports. Guidelines are also presented for writing letters of request, project proposals, and other common business documents.
The document provides guidance on various types of workplace communications including memos, minutes, reports, letters, and proposals, outlining their purpose and basic structure. Examples are given of formatting conventions for memos, progress reports, and incident reports. Guidelines are also presented for writing letters of request, project proposals, and other common business documents.
The document provides guidance on various types of workplace communications including memos, minutes, reports, letters, and proposals, outlining their purpose and basic structure. Examples are given of formatting conventions for memos, progress reports, and incident reports. Guidelines are also presented for writing letters of request, project proposals, and other common business documents.
Purposes Basics of Writing 1. Purpose. On-the-job writings are usually done for at least one of the three reasons: a. To create/build a record b. To request or provide information c. To persuade 2. Reader/Audience Upward Communication. Consider the following The written materials are questions: sent by subordinates to their superiors. a. Who am I writing to? Lateral Communication. Materials are sent to people b. What do they know about who are of equal status. this topic? Downward Communication. This is sent by superiors to c. What are their job titles their subordinates. and areas of Outward Communication. Intended for workers outside responsibility? the workplace. Focus on the Reader 3. Tone. Example:
Poor: We now have a Walk-Up Window,
Tone expresses your open to serve you from 9am to 4pm. attitude toward a Better: You can now take care of your person or thing. It is banking need at our new Walk-up Window, how you regard or open to serve you from 9am to 4pm every Wednesday. consider a person. Choose Positive and Pleasant Ideas:
Negative: She is a fault finder.
Positive: She is concerned with details.
Minutes of the Meeting Minutes are a summary of what happened at a meeting. They show the information shared, the discussion made and decisions reached. Basic Parts: 1. Day, time, and place of the meeting 2. Name of the group holding the meeting 3. Name of the presiding officer or chair 4. Names of present and absent members 5. Approval or amendment of minutes of previous meeting. 6. For each major point, what was done is indicated. a. What was discussed, suggested, proposed. b. What was decided, and the votes. c. What was continued or table for further study. d. What time the meeting was officially closed. 7. Secretary’s signature Memorandum
Memo, short for memorandum, is of Latin origin, which
means “something to be remembered.”
A memo is usually written for internal or in-house
communication. It is usually short, direct to the point, clearly stating what must be done or not done. Functions of Memo 1. Making announcements; 2. Giving instructions; 3. Clarifying a policy, procedure, or issue; 4. Changing a policy or procedure; 5. Alerting a staff to a problem; 6. Sending recommendations; 7. Providing legal records; 8. Calling a meeting; and 9. Reminding employees of corporate history, policy, and procedure. Memo Protocol 1. Be timely. Do not wait for the day of the event before the announcement. 2. Be professional. Although a memo is an in-house correspondence, it should still be well crafted, factually accurate, and free of grammar lapses and faulty writing mechanics. 3. Be tactful. Politeness and diplomacy are important qualities of any business correspondence. 4. Send memo to the right person. In business, a memo is typically for internal communication; hence, it is also considered an upward communication through which any complaints, issues, opinions, views and suggestions are sent. Memo Parts and Formats 1. Header. Includes four parts: To: Name and job title of the receiver From: Sender’s name Date: Full calendar date Subject: Indicate the purpose. 2. Message. Follows the orientation-information-action format. a. Orientation. What is the purpose or reason for writing? b. Information. What do you want to convey to the reader? c. What step or course of action do you intend to take? Letter of Request
Request letters are written when a person seeks help of
any kind from a someone else. Guidelines: 1. Direct/address your letter to the right person. 2. State who you are and your work title and why you are writing. 3. Indicate your reason for requesting the information. 4. State your questions briefly and clearly. 5. Indicate exactly when you need the information, but allow sufficient time. 6. Offer to forward a copy of your report, article, or paper in gratitude for the anticipated help. 7. Thank the reader for helping. Short Report A short report, which must also contain a title, that defines its content, generally consist of a summary of the report, a brief background, a defined purpose, and a conclusion. Types of Short Reports Progress Report
It ensures the successful completion of the task or
project within the specified time, informs the reader about the status of an on-going project or task – how much had been done, and will be done by a particular date. Components of Progress Report 1. Introduction. Contains the background of the project where the project is identified, its objectives are reviewed, and the reader is informed about any development since the previous progress report. 2. Work completed. It is the summary of accomplishment to date, which is organized chronologically if the report covers one major task, or by classification of task if it deals with more than one related project. 3. Work remaining. It gives summary of all completed tasks, emphasizing what is expected to be accomplished first. 4. Problems. This part, which identifies any delays, cost overruns, or any other unanticipated difficulties, may be omitted if all is well or no problem causes any harmful effect.
5. Conclusions. This part summarizes the status of the
project and provides recommendations to solve the problems. Incident Report An incident report is written either by the person involved in the incident or by a person in charge of the area where it took place to explain the circumstances behind the troublesome occurrence. It includes: Harm to property Physical injury Fire Law-enforcement offense Vehicular accidents Environmental danger In writing Incident Report, include the following:
1. Name and job titles of all persons involved, including onlookers;
2. Type of incident and step-by-step description of the incident; 3. Exact location and cause of the incident; 4. Date and exact time of each major development; 5. Clear identification of any equipment or machinery involved; 6. Detailed description of any medical intervention required; 7. Reliable statements from persons involved; 8. Outcome of the incident. Project Proposal A proposal is a document designed to convince or persuade someone to follow or accept a specific course of action. A proposal may be solicited or unsolicited. It is written to propose a: a. change of process or policy b. solution to a problem c. purchase a product or service d. pursuit of an activity Guidelines in Writing a Proposal 1. Summarize the situation or problem that the proposal is addressing. 2. Provide a detailed explanation of how the proposal will correct the problem. 3. Confirm the feasibility of the proposal and the expected benefits of completing it. 4. Convincingly refute any probable objection. 5. Establish the writer’s credentials and qualifications for the project. 6. Identify any necessary resources, equipment, or support. 7. Provide a reliable timetable for completion of the project. 8. Provide an honest, itemized estimate of the costs. 9. Close with a strong conclusion that will motivate the reader to accept the proposal. Solicited Internal Proposal The primary purpose of an internal proposal is to offer a realistic, constructive plans to help the management run the business efficiently and effectively. (see the sample)