Professional Documents
Culture Documents
Technical Reports/Documents
Reports/Documents - personals, laboratory reports, product specification or quality-test
results.
Records-keeping forms - service reports, travel and expense forms, troubleshooting logs.
Instructions - user guides, online help, training manuals.
Correspondence - letters, memos, emails.
Presentations - interviews, marketing calls, training seminars.
TECHNICAL CREATIVE
UloB
Writing Process - steps and methods used to generate a finished piece of writing.
● Prewriting - first stage in the writing process that can be incorporated with many
techniques.
● Writing - where we begin to write our first draft.
● Revising - also known as re-writing stage to ensure that the content of the paper is
relevant.
Methods of Writing
● Expository - used to explajn the concept and information to large group of audience,
(newspaper, magazines, textbooks, articles).
● Descriptive - used to convey the information in multiple ways. Explaining the subject
with five senses, (poetry, diary writing, advertisements).
● Persuasive Writing - used to argue about something or to convince regarding the
concern raised, (cover letter, newspaper articles, reviews of a product).
● Narrative - used in explaining the different stories. Aims at writing the real scenario,
(oral histories, novels, poetry, short stories).
Oral Presentation - short talk on a set topic given to a tutorial or seminar group.
Oral Presentation Structure - have a clear, organized structure for you oral presentation.
● Introduction - road map that tells your audience the direction your presentation will
take.
● Body - where you develop the main points and present examples and evidences.
● Conclusion - summary of the main points made in the body.
Plain Language - writing that is clear, concise, well-organized and follows other best practices
appropriate to the subject.
Business Letters - a formal document often sent from one company to another.
Memorandum - note or a record for future use. It is an intra-office to as well or can be a written
message or information from one person or department to a another.
Minutes of Meeting - a tangible record of the meeting for its participants and a source of
information for members who were unable to attend.
Business Letter - a written message used to transact business which cannot be conveniently
conducted orally.
● Heading - consists of the name of the firm or the individual and the address.
● Date Line - consists of month, the day of the month and the year.
● Inside Address - consists of the name and address of the person or the firm to whom
the letter is written.
● Attention Line - is used when it is important that the letter reach quickly the person who
is best qualified to take care of it
● Salutation - always starts at the left margin, followed by a colon.
- men and women is Gentlemen.
- for a firm composed on entirely women, Mesdames.
● Subject Line - enables the reader to know at a glance what the letter is all about.
● Body of the Letter - contains the message.
● Complimentary Closing - the leave-taking line of the letter.
● Signature - applies to the entire signature unit which usually consists of two to four
lines.
● Identification Initials - the initial of the stenographer.
● Inclosure Reference - when other material besides the letter included in the envelope, it
should be noted in the left-hand corner on a line with the bottom margin.
Minutes of Meeting - detailed note that serve as an official written record of a meeting or
conference.
Techniques to make an Effective Minutes of Meeting:
● Before the Meeting - choose your recording tool.
● During the Meeting - pass around and attendance sheet and make sure everyone signs
it.
● After the Meeting - type up the minutes as soon as possible after the meeting while
everything is still fresh in your mind.
Project Proposal - is an essential marketing document that helps cultivate an initial profession
relationship between an organization and a donor over a project to be implemented.
Two Classifications:
● Research Proposal - written by a researcher that provides a detailed description of the
proposed program.
● Business Proposal - a written offer from a seller to a prospective buyer and this is often
a key step in the complex sales process.
Three Categories of Business Proposals:
● Formally Solicited - written in response to published requirements.
● Informally Solicited - typically the result of conversations held between a vendor and a
prospective customer.
● Unsolicited - are marketing brochures, always generic, with no direct connection
between customer needs or specific requirements.
Proposal Management - the closing of a sale through a written document using repeatable
processes.
Basic Roles and Responsibilities:
● Creator - responsible for creating and editing the content.
● Editor - responsible for tuning the content messages and style of delivery, (translation &
localization).
● Publisher - responsible for releasing the content for use.
● Administrator - responsible for managing access permissions to documents & files.
● Consumer or Viewer - the person who reads or otherwise takes in content after it is
published/shared.
Audit Process
Planning - the auditor notifies the client of the audit, discuss the scope and objectives, gathers
information, evaluates existing controls, plans the remaining audit steps:
● Announcement Letter - the client is informed of the audit through an announcement
from the Internal Audit Director.
Initial Meeting - the client describes the unit or system to be reviewed.
Preliminary Survey - the auditor gathers relevant information about the unit.
Internal Control Review - the auditor will review the unit's internal control structure.
Advice and Informal Communication - the auditor discusses any significant findings with the
client.
a. Audit Summary
b. Working Papers
c. Working Papers Documentation
Discussion Draft - the auditor drafts the report, audit management thoroughly reviews the audit
working papers.
- Exit Conference - when audit management has approved the discussion draft, Internal
Audit meets with the unit's management team to discuss the findings.
Formal Draft - the auditor then prepares a formal draft, taking into account any revisions.
Final Report - Internal Audit prints and distributes the final report to the units operating
management, the unit's reporting supervisor.
Week 8-9
Project Reports - a document provides details on the overall picture of the proposed business.
Social Media - a computer-based technology that facilitates the sharing of ideas, thoughts and
information through the building of virtual networks.
Project Reports - a report is a systematic, well organized document which defines and
analyses a subject or problem, which may include:
- the record of a sequence of events
- interpretation of the significance of these events or facts
- evaluation of the facts or results of research presented
- discussion of the outcomes a decision of course of action
- conclusions
- recommendations
Report Structure
- Title Page
- Table of Contents
- Abbreviations and/or Glossary
- Acknowledgements
- Abstract
- Introduction
- Body
- Conclusion
- Bibliography
Fundamental Concepts of Report Writing - in writing a report, language plays a vital role.
● K.I.S.S Concept (Keep it Short & Simple) - highlights the use of simple but concise
words.
● Quoting, Paraphrasing and Summarizing
~ Quoting - is the exact copying of a portion of an original text.
~ Paraphrasing - you will need to use your own words in restating the author's ideas of
words.
~ Summarizing - recapitulating the idea of the author and making a shorter restatement
of the original text with your own words.
● Graphic Organizers - classified to as the use of tables, graphs, charts, figures, which
provides and reflects a summary of data in a systematic manner.
● Documentation and Citation - this pertains to the proper acknowledgement of sources
and references that you used.
Categories of Report
Informal Report - to inform, direct, sell, clarify or recommend and can be presented or written
as a letter or memo.
● Meeting Minutes - type of informal report that summarizes the discussion and results
from a meeting.
● Expense Reports - nearly always have a prescribed format, consists primarily amount
of expenditures by type of expense.
● Status Updates - may be internal to a company in addressing a business situation, or
they may be external in providing the status of a project to another organization.
● Trip or Conference Reports - are used to summarize and transmit learning from a trip
or conference.
● Proposals or Feasibility Reports - for smaller of simpler projects can also be
considered informal reports.
Formal Report - an official report that contains detailed information, research and data
necessary to make business decisions.
● Research Reports - gather and explain data, informational.
● Proposals - may be internal to a company in addressing a business situation, or they
may come from a solicited or unsolicited sales situation.
● Feasibility Reports - are a specific type of analytical report.
● Business Plans - are typically informational reports about what a new or existing
company plans to do over the next period of time.
● Other Complex Recommendations - may also come in the form of a formal report, is a
result from a business problem.
Social Media - is any digital tool that allows users to quickly create and share content with the
public.
- Collaborative Projects (Wikipedia)
- Blogs & Microblogs (Twitter)
- Content Communities (YouTube)
- Social Networking Sites (Facebook)
- Virtual Game Worlds (World of Warcraft)
- Virtual Social Worlds (Second Life)