GSBA 523T: Communication for Accounting and Tax Professionals (Business Writing) (Section 15701) Syllabus Professor: Office: Office Hours: Office Phone: Helen H. Choi ACC 228 Tuesdays 1:30-3:00 (213) 740-0627 E-Mail: Lecture: helen.choi@marshall.usc.edu JKP 102, T/Th 11:00 am – 12:20 pm COURSE DESCRIPTION AND GOALS GSBA 523T (Business Writing) offers instruction in communications for various audiences on accounting and business-related topics. This course is designed not only to help you write effectively in a business environment, but also to improve your ability to analyze complex ideas, develop effective argumentation skills, and write clearly, grammatically and effectively. With an emphasis on practical workplace writing such as emails, memos, client letters, and reports, the coursework is designed to increase your capacity to analyze audiences and tailor content and style to communicate with confidence. This class explores specific business writing and presentation techniques and strategies through in-class lectures, in-class writing exercises, peer reviews, individual writing, and group work. The topics covered range from word-, sentence-, and paragraph-level issues of correctness, conciseness, coherence, and clarity to more global considerations of critical thinking. Throughout the semester, emphasis is placed on developing systematic ways of identifying relevant from non-essential information and then effectively and appropriately communicating your message to a wide variety of audiences in a professional communication medium. You will learn to regard effective business writing in terms of a series of strategic choices. You will improve your editing and critiquing skills, so that you can distinguish effective from ineffective writing and help not just yourself but also your colleagues to become stronger communicators in the workplace. The course content is practical today and long into the future. You will begin using or improving many writing skills immediately—not just following graduation or in a future career position. Bear in mind, however, that while an instructor can teach you a lot of what you need to know to be a successful writer, no one can make you learn, practice, modify, polish, or strengthen your skills. That part of the course is up to you. LEARNING OBJECTIVES This course focuses on improving your understanding of the basic principles of good writing and how you may use these principles to write effectively in a wide variety of business-related contexts. GSBA 523T Syllabus, Page 2 Specifically, the learning objectives for this course are: 1. 2. 3. 4. 5. 6. 7. 8. 9. Recognize and implement the qualities associated with effective business writing, particularly the hallmarks of ‘Plain English’ and its “4Cs”: conciseness, coherence, clarity, and correctness by planning, outlining and revising a variety of business documents. Identify and evaluate diverse communication goals of different audiences (especially, international audiences) and make effective choices about the tone, style, and form the communication should take by recognizing and discussing how to tailor communication to specific audiences. Plan, create, and complete a variety of business documents—including, for example, memos, letters, emails, and reports—using appropriate headings, layout, and typography by applying rules of document purpose and design. Conduct tax and business research using a broad range of sources by applying secondary and primary methods of research such as utilizing databases, open sources, practicing key word searches, and conducting interviews. Synthesize and evaluate the quality of collected information by critically analyzing the value, credibility, and applicability of sources. Support written claims with logical and persuasive reasoning, and critique the reasoning in the writing of others by applying critical thinking guidelines of Western traditions of thought. Understand the importance of business ethics and its implications for business and business communication by discussing moral decision-making and approaches to ethics, such as utilitarianism, and how they translate into business contexts. Collaborate productively with others by completing writing and editing tasks. Express your ideas and conduct yourself in a professional manner by creating written communication that considers all objectives above. TECHNOLOGY We will use the Blackboard course management system for posting assignments, grades, threaded discussions. All materials posted on Blackboard are exclusively for your use only and you are prohibited from distributing them to anyone else. Your papers and presentations may be used for this class and for later class work and publications. Your classroom activities may be videotaped and podcast. Email: You can forward the university email to your other accounts, but be sure that you check for email using your USC address before every class. When you email me, type “GSBA 523T” and the specific topic on the subject line. Your email may not be read if it is not filtered into the appropriate class mail section, or if it’s automatically sent to my spam file because of an unfamiliar email name or subject line. When emailing me, please use this opportunity to practice polite, clear, and concise business writing. I will be considering all your communication with me when determining your professionalism grade. TEXTS Required: Effective Writing: A Handbook for Accountants. 9th ed. (2012) by Claire B. May and Gordon S. May Regular access to the Los Angeles Times, The New York Times, The Wall Street Journal, Financial Times, Business Week, The Economist, TV, Radio, Internet, etc. Supplemental Readings to accompany each major paper will be posted to Blackboard. An up-to-date, college-level dictionary Optional (for those who would like some review of grammar): Writing Clearly: Grammar for Editing. 3rd ed. (2012) by Janet Lane and Ellen Lange GSBA 523T Syllabus, Page 3 Other requirements Standard word-processing software (Microsoft Word) Access to a laser printer or equivalent A working e-mail account that you check regularly ASSIGNMENTS AND GRADING Your final grade in this course will be based on the following: Percent of Course Grade Points Professional Memo #1 10 100 Client Letter 10 100 Professional Memo #2 20 200 Journals (10 entries-10 points each) 10 100 In-Class writing assignments (3) 10 100 Final Exam 10 100 Collaborative Writing Project (oral presentation [50] and report [100]) 15 150 15 100% 150 1,000 Professionalism (Attitude/Conduct, Attendance, Participation) ASSIGNMENT SUBMISSION POLICY Assignments must be turned in on the due date/time electronically via Blackboard/TurnItIn. Any assignment turned in late, even if by only a few seconds or minutes, will receive a grade deduction of 10%. After the due date, the grade on the assignment will be deducted by an additional 10% for each day that it is late. Later than one week (seven days) after the due date, however, the grade on any assignment will be 0 (zero) points. Late or not, however, you MUST complete ALL assignments to pass this course. If your internet or laptop or computer breaks down on the due date, you must deliver a hard copy at the beginning of class on that day. If you are unable to attend class on that day, make arrangements for the work to be delivered to the classroom or to my mailbox by the start of class. NOTE: An important part of this course is a series of writing workshops (“peer review”), in which students critique each others’ drafts of major assignments. You are expected to have a polished (not a rough) draft of the required assignment completed for every workshop. A polished draft includes all aspects of the assignment components – including page parameters and a list of references. Submitting a polished draft that does not meet all aspects of the assignment components will result in an automatic 10% grade penalty for that assignment. Failing to contribute your polished draft on time (the beginning of class time on day of peer review) will cost you an automatic 10% grade penalty for that assignment. The peer review also includes a Q&A, where you may ask me specific questions about your paper; you can also visit me in my office. However, I will not read your drafts. Please do not send me your drafts and ask me for comments. I am happy to discuss your work with you during office hours. DOCUMENT FORMAT Business documents, memos, letters, and reports: See May and May text for specific document’s requirements. Type format: 12 point, New Times Roman font, one-inch margins, pages 2-x numbered. References/Works Cited page and in-text citations should adhere to MLA standards. I will further specify specific format requirements for each assignment. GSBA 523T Syllabus, Page 4 Selected Electronic Resources: You must have your UNIX, not your Marshall, password to access Blackboard. http://www.mla.org/ http://www.ethicsandbusiness.org/links/ http://www.ldoceonline.com/ http://www.dailygrammar.com/ EVALUATION OF YOUR WORK You may regard each of your submissions as an “exam” in which you apply what you’ve learned according to the assignment. I will do my best to make my expectations for the various assignments clear and to evaluate them as fairly and objectively as I can. Your grade reflects your performance, professional writing and contributions to the learning environment. The grade may not represent all of your efforts in the class, but rather, it is determined by the USC rubric for evaluating work in GSBA 523T and is assessed in comparison to your peers’ writing. As a rule, more effort generally results in better writing and more successful collaborations, but at the end of the day, it’s the work product that will be evaluated. Retention of Graded Papers – Returned paperwork, unclaimed by a student, may be discarded four weeks after grades are available on your official USC transcript/grade report. ONE-ON-ONE WRITING CONFERENCES We will meet, one-on-one, at least once during the semester. Usually these meetings take place during my office hours or during designated class time. These sessions will offer you an opportunity to discuss specific difficulties you may have in the writing process; they are not intended to be discussions about your grades. Be certain to bring along your last graded assignment so we have something to work with. Also pay close attention to any special requirements for each conference that I might mention in class. Failure to attend a scheduled conference, or showing up late to one, counts the same as an absence or lateness in a regular class session (see below). PROFESSIONALISM: POLICIES AND PROCEDURES Attendance and punctuality. You are expected to attend all scheduled class sessions, to arrive on time and participate actively. If you are unable to attend class, I expect you to e-mail me in advance to let me know about the situation—just as you would inform your employer if you were unable to come to work. Only absences documented by a doctor’s note or some other form of written verification from the appropriate authority will be excused. Absences due to job interviews and other career-related reasons will be not excused. I do not provide “make-up” opportunities for missed course work. Class attendance counts for 1/3 of your professionalism score. Participation and classroom demeanor. Part of your grade is based on your participation. This means you are expected to be an active contributor to the class, not a passive listener. Volunteer answers to the questions I ask; ask questions yourself; request clarification if something isn’t clear; challenge me if you disagree with something I’ve presented; contribute useful and relevant comments. Your active participation can help determine whether our class atmosphere will be dull and pedantic or energetic and engaging. Failure to participate actively in class and to be a valuable and engaged member of the class will negatively affect your professionalism score. Proactive participation counts for 1/3 of your professionalism score. Professional Conduct. While you are in class you are expected to conduct yourself professionally. This includes being focused exclusively on GSBA 523T, not on extraneous matters, such as reading the newspaper, eating lunch, or checking your e-devices. It also includes treating everyone else in the class with the same respect and consideration you want to receive from them. Please be advised that your classmates may also be asked to assess your professionalism. If you are found to be in violation of any of the academic integrity violations (such as plagiarism) noted below, you will receive an automatic zero for this portion of the professionalism score – in GSBA 523T Syllabus, Page addition to grade sanctions such as an F for the assignment or in accordance with the conduct guidelines set forth below, an F for the course. Professional conduct counts for 1/3 of your professionalism score. Please note two important aspects of classroom management: TURN OFF CELL PHONES AND ALL OTHER ELECTRONIC DEVICES—unless I ask you to use them. Straighten up your area before you leave, so that the next class finds a clean and pleasant learning environment. Preparation. You are expected to come to class fully prepared, with all required written assignments and reading completed. This includes being fully prepared even if you were unable to attend a previous class meeting. Other requirements: A laptop or desktop with high-speed internet access Standard word-processing software (Microsoft Word) Access to a laser printer or equivalent A working USC e-mail account that you check daily SOME OTHER ADMINISTRATIVE MATTERS Statement on Academic Conduct and Support Systems Academic Conduct Plagiarism – presenting someone else’s ideas as your own, either verbatim or recast in your own words – is a serious academic offense with serious consequences. Please familiarize yourself with the discussion of plagiarism in SCampus in Section 11, Behavior Violating University Standards https://scampus.usc.edu/1100-behavior-violating-university-standards-andappropriate-sanctions/. Other forms of academic dishonesty are equally unacceptable. See additional information in SCampus and university policies on scientific misconduct, http://policy.usc.edu/scientific-misconduct/. All work submitted in this course must be your own and produced exclusively for this course. The use of sources (ideas, quotations, paraphrases) must be properly acknowledged and documented. For the consequences of academic dishonesty, refer to the SCampus. Violations will be taken seriously and may result in an "F" for the course, suspension, and or expulsion. If you are in doubt regarding the requirements, please consult with the instructor before you complete any requirement of the course. Discrimination, sexual assault, and harassment are not tolerated by the university. You are encouraged to report any incidents to the Office of Equity and Diversity http://equity.usc.edu/ or to the Department of Public Safety http://capsnet.usc.edu/department/department-publicsafety/online-forms/contact-us. This is important for the safety whole USC community. Another member of the university community – such as a friend, classmate, advisor, or faculty member – can help initiate the report, or can initiate the report on behalf of another person. The Center for Women and Men http://www.usc.edu/student-affairs/cwm/ provides 24/7 confidential support, and the sexual assault resource center webpage sarc@usc.edu describes reporting options and other resources. Support Systems A number of USC’s schools provide support for students who need help with scholarly writing. Check with your advisor or program staff to find out more. Students whose primary language is not English should check with the American Language Institute http://dornsife.usc.edu/ali, which sponsors courses and workshops specifically for international graduate students. The Office of 5 GSBA 523T Syllabus, Page 6 Disability Services and Programs http://sait.usc.edu/academicsupport/centerprograms/dsp/home_index.html provides certification for students with disabilities and helps arrange the relevant accommodations. If an officially declared emergency makes travel to campus infeasible, USC Emergency Information http://emergency.usc.edu/will provide safety and other updates, including ways in which instruction will be continued by means of blackboard, teleconferencing, and other technology. REVISED as of 8/29/14 COURSE OVERVIEW (subject to change) FALL 2014 GSBA 523T: Communication for Accounting and Tax Professionals Prof. Helen H. Choi Text: Effective Writing: A Handbook for Accountants, 9th ed. (2012) by Claire B. May and Gordon S. May Class Activities Week 1 8/26 8/28 Week 2 9/2 9/4 Week 3 9/9 9/11 Intro to course, texts, syllabus, expectations Complete student information sheet Diagnostic assessment Debrief and discuss Diagnostic Please bring text to every class session. Accountants as Communicators (Ch. 1), Writing Process (Ch. 2) Begin Correctness WRITING FOCUS CORRECT Memos and Emails Distribute Memo #1 Assignment Read by 9/2: Taylor article, Chapters 1 and 2 9/5: Week 2 Journal due on BB by Noon Read by 9/16: Chapter 4 DUE 9/18: Polished Draft of Memo #1 due in class for Peer Review 9/19: Week 4 Journal due on BB by Noon Read by 9/23: Chapter 6 DUE 9/25: 5 pm on BB: Memo #1 9/26: Week 5 Journal due on BB by Noon Read by 9/30: Chapter 3 [9/30: Guest lecturer by Crocker Librarianplease bring laptops] 10/2: In class writing exercise-please bring laptops 10/3: Week 6 Journal due on BB by Noon Read by 10/7: Chapters 8-9 DUE 10/9: Polished Draft of Client Letter due in class for Peer Review 10/10: Week 7 Journal due on BB by Noon Week 4 9/16 9/18 WRITING FOCUS: CONCISION Week 5 9/23 9/25 Week 6 9/30 10/2 WRITING FOCUS: CLARITY (writing and format) WRITING FOCUS: COHERENCE Distribute Client Letter Assignment Week 7 10/7 10/9 Tasks, Readings, Due Dates Business documents: Letters Read by 9/9: Chapters 5 and 10 9/11: In class writing exercise-please bring laptops 9/12: Week 3 Journal due on BB by Noon GSBA 523T Syllabus, Page Week 8 10/14 10/16 Week 9 10/21 10/23 CRITICAL THINKING Ethics Distribute Memo #2 Assignment Sign up for conferences One on one writing conferences. Class Activities Week 10 10/28 10/30 Writing for Exams Writing for Employment Week 11 11/4 11/6 Written Reports Collaborative Writing Project distributed Week 12 11/11 11/13 Oral Presentations Week 13 11/18 11/20 Meet with groups and professor during class time to work on CWP Sign up for 12/2 or 12/4 to present to class. 4 groups on 12/2 and 3 groups on 12/4. Semester wrap-up No class on 11/27 (Thanksgiving) Week 14 11/25 Week 15 12/2 12/4 7 Read by 10/14: Chapter 7 Please note that 10/16 class will be in the JKPELC. DUE 10/16: 5 pm on BB: Client Letter 10/17: Week 8 Journal due on BB by Noon In lieu of class, you must attend a one-on-one writing conference with the professor this week. Be prepared to discuss Memo #2. 10/24: Week 9 Journal due on BB by Noon. Tasks, Readings, Due Dates Read by 10/28: Chapters 12 and 13 DUE 10/30: Polished Draft of Memo #2 Due for Peer Review 10/31: Week 10 Journal due on BB by Noon. Read by 11/4: Chapter 11 DUE 11/6: 5pm on Blackboard: Memo #2 11/7: LAST: Week 11 Journal due on BB by Noon. Read by 11/11: Chapter 15 11/13: remote writing assignment due to USC v. Cal (writing for employment topic) DUE 11/20: CWP WRITTEN REPORT DUE by 5pm via Blackboard 12/2: In-class CWP presentations 12/4: In-class CWP presentations FINAL EXAM: Saturday December 6, 2014 (time and location TBA) 2 hours, 100 Points (part of the in-class writing assignment score) GSBA 523T Syllabus, Page 8 GRADING RUBRIC FOR ASSIGNMENTS Exceptional Above Expectations CONTENT (30%) clear purpose and thesis, addresses issue, appropriate to audience Purpose is extremely clear, content is highly relevant. Content is cohesive and effective in addressing the assignment. Purpose is recognizable, but should be clearer. Content is often but not consistently relevant. Content is not relevant, or not consistently developed. Lacks sufficient detail to be convincing. SUPPORT, PERSUASION (20%) Examples & evidence support persuasion; audience will readily "buy" your ideas. Consistently welldeveloped and analyzed. Solid and specific supporting evidence, examples. Your audiences will be convinced, great job in terms of persuasion. Audience gets purpose/idea right away. Organization supports overall effectiveness of the content. Highly cohesive and strong flow. Excellent in grammar, punctuation, spelling, sentence structure; no errors. Word choice, language and tone are excellent, vivid, precise. Purpose generally clear. Content is generally relevant, supports thesis with minor deviations. Supportive evidence, examples are generally specific, sufficient. Need to make a few more logical connections and provide more specific support for positions. Supports bottom line/thesis to a limited extent. Need to think through evidence/examples again and tie them to your analysis. Arguments are erroneous, or not relevant. Audience is wondering what the point is. Audience will most likely get the idea. Might need to be more clear / direct. Organization is good, some reordering of content needed. Very good—with few lapses in grammar, punctuation, spelling, sentence structure. The few errors do not impede readability. Word choice, language and tone are used appropriately. Consistent in format with a few deviations that hinder clarity somewhat. Organization not always effective and hinders the presentation of the purpose of the assignment. Audience is confused. Purpose/thesis lacks focus and/or clarity. Satisfactory but occasionally uneven grammar, punctuation, spelling, sentence structure; Errors impede readability. Need to work on tone & style. Poor grammar, punctuation, spelling, sentence structure; vague word choice, errors seriously impede readability. Formatting not always consistent and inhibits readability Formatting is illconsidered and does not fit audience or the assignment. ORGANIZATION, BOTTOM LINE UP FRONT (20%) Present main point/purpose, clear open, body and close, logical and cohesive flow MECHANICS (20%) FORMAT/LAYOUT (10%) Excellent formatting choices; design supports content. At Expectations Developing