Writing Memo, Letter, and Email Use and Formatting Emails, Memos, and Letters • Emails are generally used both within an organization (“in-house”) and outside an organization, when the subject is relatively informal and routine. • Memos are used only for communication within an organization, especially when the subject is more formal, non-routine, and more serious than what you’d write in an email. •Letters are typically sent to recipients outside an organization. Letters might also be used within an organization if the topic is very formal and/or non-routine. c. 2007-2014 Lamoreux 2 Emails, Memos, and Letters Emails: Inside and Outside organization Memos: Inside organization Letters: Outside organization (usually) c. 2007-2014 Lamoreux 3 Memo Cue Words Formatting LINE UP CUE WORD CONTENT AT 1 inch ruler mark DATE: Written out as month, day, year TO: Recipient’s name (and, if desired, title) FROM: Sender’s name (and, if desired, title) and initials SUBJECT: One-Line “Headline” c. 2007-2014 Lamoreux 4 About Capitalization in Formatting • You can capitalize ONLY the first letter of the MAIN/MAJOR words, if you know how to identify these. • Several of these memo examples show the cue words and subject line in ALL caps. This avoids the hassle of trying to identify main/major words. Be aware that two styles exist. c. 2007-2014 Lamoreux 5 Memo Cue Words Formatting Example # 1 Capitalizing only first letter of main/major words. Date: September 30, 2015 To: Ray Charles, Marketing Manager From: Bruce King, Events Manager BK Subject: Conference Planning c. 2007-2014 Lamoreux 6 Memo Cue Words Formatting Example # 2 DATE: September 30, 2015 TO: Ray Charles, Marketing Manager FROM: Bruce King, Events Manager BK SUBJECT: CONFERENCE PLANNING c. 2007-2014 Lamoreux 7 MEMO FORMATTING • See the How to Format a Memo Document. c. 2007-2014 Lamoreux 8 Format for Memos Memo Title Headings XXXXXXXXXXXXXXX XX: xxxxxxxxxxxxxxxx XXXX: xxxxxxxxxx XXXX: xxxxxxxxxx XXXXXXX: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx The Message xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx © Prentice Hall, 2004 Business Communication Essentials Chapter 6 - 9 MEMO FORMATTING • You can view this video on composing and writing a memo. c. 2007-2014 Lamoreux 10 Letter Formatting • Letter formatting is very different from memo formatting. • You will use letter formatting for the Request and Response Letter Assignments. • The Request and Response Letter Examples demonstrate both how to use the direct strategy and how to write a list with parallel structure. c. 2007-2014 Lamoreux 11 Letter Formatting • Before you write your Request and Response Letter Assignments, refer to this PowerPoint again. • Don’t create a “LEMO,” which is a combination letter (LE) and memo (MO) mutant. ;) c. 2007-2014 Lamoreux 12 Business Letterhead • Business Letterhead typically includes company name, address, phone, email, and company web address at the top of the page. Sometimes the address can be placed at the very bottom) c. 2007-2014 Lamoreux 13 Letter Formatting • Please put the Subject Line ABOVE the Salutation (the Dear Mr. ___ : Dear Ms. ___ : part), not below. • Both locations are acceptable, but BSTEC 110 Company’s “style manual” requires it ABOVE the salutation, to avoid breaking up letter “flow.” ;) c. 2007-2014 Lamoreux 14 Request-Response Letters Assignment Packet has more Details • Spell out month. Use month, day, year order. May 1, 2015 • If you have room, put the JOB TITLE on line 2 of the inside address, and the company name on Line 3. • It’s okay to combine name and job title on line 1 (first choice), or title and company name on line 3 (second choice, as shown). • Always spell out Road, Street, Drive, Avenue, Circle, etc. • It’s okay to abbreviate Boulevard (Blvd.); use a period after abbreviations. 15 Request-Response Letters Assignment Packet has more Details FORMATTING LETTERS • On the line underneath the street address, put the City, followed by a comma and then the TWO LETTERS for State abbreviation (WA-no periods!). No comma before zip code. • Put SUBJECT LINE above Salutation, not below. •(Again, both are acceptable, but your BSTEC 110 Company prefers above, to avoid breaking up flow.) c. 2007-2014 Lamoreux 16 Format for Business-Letters Letterhead Stationery Date Salutation XXXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXXXXXX xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx Inside Address xxxxxxxxx: xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx The Message xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Signature Block © Prentice Hall, 2004 xxxxxxxxxxxxxx, xxxxxxxxxxxxxx Complimentary Close xxxxxxxxx xxxxxxxxx Business Communication Essentials Chapter 6 - 17 Request-Response Letters Assignment Packet has more Details • Letters have a “complimentary close,” usually “Sincerely,” one blank line after the end of the letter. • Underneath this is the writer’s signature, written above the writer’s typed name. Writer’s title is below the typed name. • Copies to and Enclosure notations are placed below this “signature block.” See How to Format a Business Letter document. • Left-align business documents. Do NOT “justify.” c. 2007-2014 18 Lamoreux Formatting Emails Email Formatting Email programs have To and Subject boxes for you to fill in. The date is automatically added. The “look” varies by program. Email Formatting As for memos and letters, the Subject Line should be specific, “headlining” what this is about for a busy reader scrolling through hundreds of emails. Email Salutations • Emails also require Salutations, although these are less formal than a letter’s “Dear Mr. or Ms. ______:” • You can use that, but, unless it’s very formal, you may use Hello, Mr. or Ms. _________, (with a comma) or, if you know the person, “Hello, Nate,” or “Hello, Kara,” instead. • Using “hey,” or “yo,” or no Salutation is NOT professional. Email Body As always, a message needs an Introduction, a Body, and a Closing. Use one blank line between paragraphs to avoid “Wall of Text” Syndrome! Email Body • The advice is to, if possible, limit email length to what appears on the screen. • Since readers use multiple devices, with different size screens, this can’t always be adhered to. • But consider the average-sized computer monitor screen, and use that as a suggested guideline. Email Signature Block Use the complimentary close “Sincerely,” if the email is formal. You can also use “Thank you.” Most professionals use an automatically inserted “Signature,” which appears at the end of emails. Email Signature Email Signature Email Etiquette See the BSTEC 110 Presentation on Email Etiquette in the Business Documents Folder. But now, let’s get organized with O. H. I. O. 1: Pay Attention to Tone •Always consider audience and purpose •E-mail to an expert = respectful, friendly and professional •Complaint letter = firm, formal, demanding, but not threatening The word “YOU” really effects your tone. •Congratulate and thank with “you” •“Your company always provides the best service.” •Do NOT use “you” when giving bad or negative information •“Your shoddy work produced a bad toaster.” •“My toaster no longer works.” Vs. Not Good. You must have dropped the engine. The housing is badly cracked. Better The badly cracked housing suggests that your engine must have fallen onto a hard surface from some height. 2: Brief, purposeful Introduction •The first line should clarify topic & purpose •No more than four or five lines Avoid diving into details too early or before the purpose of the communication is mentioned. 3: Review the context •We’re forgetful and busy people •Your reader may not be familiar with the situation Image from: http:// www.mchenrycountyblog.com/uploaded_images/T-Shirt-Not%20Now,%20I'm%20Busy-705334.jpg 4: Follow a good-news first strategy Image from: http://blog.1800dessert.com/2006/05/oreo_powered_rocket.html 5. Use a reader-centered strategy Image from: http://www2.fileplanet.com/images/170000/170715ss_sm2.jpg 6: Organize your paragraphs logically •State the subject and purpose. •Explain the problem in detail. •Describe how the problem inconvenienced you. •State what you would like the reader to do. •Thank the reader for his or her response. •Provide contact information. Claim Letters and Memos: from Johnson-Sheehan, Technical communication Today, 2nd ed., p. 482 7: Keep your paragraphs short! No more information than necessary! 8: Use headings, lists, and tables Lorem Ipsum Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Donec vel arcu. Sed urna. Nam ut leo at lorem sagittis porta. Quisque leo nisl, porttitor et, vulputate et, sodales a, risus. Vestibulum non sapien sodales nulla scelerisque suscipit. Aenean vel turpis. Etiam ultrices mollis eros. Aliquam congue, metus ut semper faucibus Curabitur accumsan elit sit amet magna. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos hymenaeos. Pellentesque nibh. Curabitur dapibus bibendum orci. Fusce lacinia, massa eu volutpat feugiat, arcu purus semper diam, id rutrum urna ante id quam. 9: Have an active conclusion •Tell your reader what you want •Give your contact information Image from: http://www.masshist.org/cabinet/november2002/hancocksignaturelg.jpg Image from: http://icanhascheezburger.files.wordpress.com/2007/06/hay-be-nice-emokitteh-is-sensitive.jpg Overview part I •Pay attention to tone •Have a brief “state-your-purpose” introduction •Review the context • If writing a response to some other communication, repeat the details of the context •Follow a good-news-first, bad-news-last strategy •Use a reader-centered strategy •Reader and writer usually have a mutual goal – they both want something!! Both parties needs to feel they have gained something. • Organize paragraphs logically • Intro, Narration, Petition and Justification Overview part II •Keep your paragraphs short •Fewer than 8 lines, and use11-point, readable font •Use headings, lists, and tables where appropriate •Headings indicate sections, bulleted lists for key points, numbered lists of sequential items, and tables to enable comparison information •Have an active conclusion •Make clear what you expect the recipient to do, avoid weak endings like “hoping to hear from you soon,” and give your contact information! O.H.I.O. Only Handle it Once How to Handle Multiple Messages Efficiently Only Handle it Once (O.H.I.O.) • The gist of OHIO is to manage your time and resources efficiently and to reduce clutter. • When handling hard-copy letters or memos for the first time, determine whether it needs action right now, today, tomorrow, this week or month, or whether no action is needed. Only Handle it Once (O.H.I.O.) • Only Handle it Once applies especially to junk mail, hard-copy, or email, that you can make a fast decision about to delete. • The “rule” is not meant to be taken literally for other mail and email, which should be considered carefully and handled an efficient number of times. Only Handle it Once (O.H.I.O.) • Only Handle it Once can mean that you set the nonurgent letter, memo, or email aside and then commit time that evening to focus on it. • Some messages might be about large projects, and, obviously, you cannot handle those once and complete the project, while ignoring everything else! Only Handle it Once (O.H.I.O.) for Memos and Letters • Sort or file the memo or letter accordingly: “need action soonest” items near at hand; others filed and easily identified (so you don’t forget about them!) • No action needed might be filed for documentation or historical purposes, or recycled or shredded. Only Handle it Once (O.H.I.O.) for Email • Emails can be overwhelming; you might receive 100s daily at work. • Email “folders” help you to immediately prioritize and “file” emails to work on right away, today, tomorrow, within the week, etc. • Different email providers offer their own style of folders. Only Handle it Once (O.H.I.O.) for Email O.H.I.O or H.I.O.O? By the way, if you think that Only Handle it Once has a misplaced modifier, you are correct. But Handle It Only Once (HIOO) is just not as catchy. :)