BU BostonUniversity University SchoolSchool of Management Boston Questrom of Business ES275: Management Communications Style and Formatting Guide 3.0 On Formatting. 3.1 Written Documents: Follow these guidelines for emails and memos All of your written documents should adhere to specific and clear guidelines in order to be fully successful. Below you will find the formatting components that are most pertinent to any written document: • • • • • • Header material: Every written document should have an appropriate header, which should include your reader’s contact information, your contact information, the date, and your subject line (for specific formatting concerns, see section 3.3). Subject line: Your subject line should be clear and concise, synthesizing the meaning of the entire document (see section 1.3). Salutation/Valediction: For emails only, you should include a salutation (i.e.: To Whom It May Concern) and a valediction (i.e.: Sincerely,). For memos, salutations/valedictions are not included. Introduction/Conclusion: Every document you write should include a clear, concise introduction and a clear, concise conclusion. Headlines: Your headlines should be bolded, be clear and concise, and synthesize the meaning of the paragraph/section above which they sit (see section 1.3). Citations: Any document you write in this course should include citations for outside sources that you use to complete the assignment (see section 4.0). In addition, please meet the following deliverable requirements when crafting written documents, such as emails and memos: • • • • • • Font: Choose a professional font (e.g.: Calibri, Gill Sans Light, Georgia, or even Times New Roman) 1 Font size: Main text – 12-point; Citations – 10-point Paragraph spacing: Single spaced within paragraphs & double spaced between Paragraph indentation: None Document Margins: 1” Document file format: .doc or .docx 1. Marguerite Ward, “The Best Fonts to Use on a Resume, According to Typographers and Designers,” CNBC, August 9, 2017, https://www.cnbc.com/2017/08/08/the-best-fonts-to-use-on-a-resume-according-todesigners.html. 3.2 Presentation Documents: Look to the following guidelines before you upload All of your Slide Decks should adhere to similar guidelines to the Written Documents noted in section 3.1. Follow these guidelines to ensure that you have met the standards for the deck you are about to submit: • • • • • Executive Summary Slide: Every deck that you submit this semester should have an Executive Summary Slide ordered first. This slide should be simply formatted, and include a Main Idea Headline, and bullet points that include each of the headlines for the forthcoming slides. Main Message Headline: Your Main Message Headline should be clear and concise, and synthesize the full meaning of the deck (see section 1.3). Headlines: Your headlines should be clear and concise, and synthesize the meaning of the individual slide on which it sits (see section 1.3) Compelling Visuals: Remember that PowerPoint is a visual medium. It isn’t enough to provide only simple text for the full deck without also providing graphic content that advances your argument. Choose to use visuals (e.g.: graphs, tables, images) that add to and enhance the argument you wish to make. Visual Structure: Every slide in your deck should adhere to a clear grid structure (e.g.: 3column, 4-column, 5-column, or Fibonacci). This grid structure will allow your audience to better understand and digest the content you provide. In addition, please meet the following deliverable requirements when crafting Slide Decks: • • • • Font: Choose a professional font (e.g.: Calibri, Gill Sans Light, Georgia, or even Times New Roman) 2 Font size: Headlines – 20 point; Text – 16 to 18 point (see assignment prompt); Citations – 8 to 10 point Slide size: Standard 4:3 format (set at 10 inches by 7.5 inches) Document file format: .ppt or .pptx 3.3 Document Formatting Templates: Set up your submissions based on these templates Below you will find formatting templates for each of the document types that you will encounter during the ES 275 course: emails, memos, and slide decks. Each image will provide you with an indication of how your documents should appear prior to submission. 2. Ward, “The best fonts to use on a resume.” Email formatting guide: To: contact@information.here [Jane Doe] From: contact@information.here [Your name] Date: October 35th, 2100 Subject: Your subject line should be specific to the purpose of your memo Dear Ms. Doe, Subject lines should be less than one line of text Provide an appropriate salutation The introduction to any professional document, including a memo, should be clear and concise. You need to provide enough context for your reader to fully understand your key message. The last sentence of this paragraph should communicate your key message, and provide a road map for how to move forward. Headlines should be less than a single line of text Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less. If you choose to use bullet points make sure there is a lead in phrase and: • • Keep your bullets brief; less than two lines of text is appropriate Remember that bullets are there to punctuate and accentuate, so the information you provide needs to be vital to your reader's understanding1 Help your reader understand by communicating the narrative through your headlines Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less.2 Your reader should understand each paragraph only by reading the headlines Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less. The concluding paragraph for professional documents should be clear and concise. No more than three sentences are needed in a concluding thought. You should indicate to your reader that you are open to communicating with them again. All the best, Your name --------------------Your name Position Company Address Phone # Provide an appropriate valediction Provide an appropriate signature All text should be: - Left-aligned - Single spaced within paragraphs - Double spaced between paragraphs Headlines should be: - Bolded - Placed directly over their paragraphs, without any space Citations in an email should be included using CMS footnotes. 1. Author Name, “Use CMS Citations,” Website, Date, url.shouldgo.here. 2. Author last name, “Use CMS Citations.” Memo formatting guide: Memo To: Jane Doe Jane Doe’s title From: Your Name Your Title Your contact information This really should read “Memo” at 20 – 26 pt font Include your audience’s title Include your title & contact information Date: October 35th, 2100 Re: Your subject line should be specific to the purpose of your memo Subject lines should be less than one line of text The introduction to any professional document, including a memo, should be clear and concise. You need to provide enough context for your reader to fully understand your key message. The last sentence of this paragraph should communicate your key message, and provide a road map for how to move forward. Headlines should be less than a single line of text Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less. If you choose to use bullet points make sure there is a lead in phrase and: • • Keep your bullets brief; less than two lines of text is appropriate Remember that bullets are there to punctuate and accentuate, so the information you provide needs to be vital to your reader's understanding1 Help your reader understand by communicating the narrative through your headlines Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less.2 Your reader should understand each paragraph only by reading the headlines Remember to keep your paragraphs concise and to the point. If you go on at length your reader will not be able to access the information that you intend to provide. Limit your paragraphs to less than 8 lines of text, and your sentences to 25 words or less. The concluding paragraph for professional documents should be clear and concise. No more than three sentences are needed in a concluding thought. You should indicate to your reader that you are open to communicating with them again. All text should be: - Left-aligned - Single spaced within paragraphs - Double spaced between paragraphs Headlines should be: - Bolded - Placed directly over their paragraphs, without any space Citations in a memo should be included using CMS footnotes. 1. Author Name, “Use CMS Citations,” Website, Date, url.shouldgo.here. 2. Author last name, “Use CMS Citations.” Deductive slide deck template: ES275 For Your Deductive PowerPoint Presentation Resolution headline Complication headline Situation headline Executive summary headline (not just a title) § Situation, expressed as a headline § Complication, expressed as a headline § Resolution, expressed as a headline Inductive slide deck template: ES275 For Your Inductive PowerPoint Presentation Closing (Next Steps) Bucket 3 headline (and so on, to…) Bucket 2 headline Bucket 1 headline Executive summary headline (not just a title) § Bucket 1, expressed as a headline § Bucket 2, expressed as a headline § Bucket 3, expressed as a headline § Bucket 4 (if needed) § Bucket 5 (if needed)