Chapter 7 E-Mail Messages and Memos Communicating in the New World of E-Mail The phenomenal growth of e-mail and use of the Internet mean that today’s communicators need special skills. Ch. 7, Slide 2 Communicating in the New World of E-Mail To succeed, you must be able to: • Express yourself concisely and quickly. Characteristics of Successful E-Mail Messages and Memos • Single topic • Conversational tone • Compose at the keyboard. • Conciseness • Understand e-mail ethics, courtesy, and privacy issues. • Graphic highlighting Ch. 7, Slide 3 Structure of E-Mail Messages Ch. 7, Slide 4 Business E-Mail • Headings, with subject line • Salutation • Opening • Body • Closing • Signature block Ch. 7, Slide 5 Ch. 7, Slide 6 Headings • • • • • To From Subject Cc Bcc (blind carbon copy) Ch. 7, Slide 7 Salutation • Include a salutation – Dear Dawn, Hi All, Bob, • Or weave the receiver’s name into the first sentence – Bob, we must get started… Subject Line • Summarize the main idea. Subject: Budget Meeting June 3, 10 a.m. • Avoid misleading subject lines. • Consider using identifying labels (FYI, ACTION, RE, URGENT) Ch. 7, Slide 8 Opening • Direct organization - state the main idea immediately. • Indirect (ineffective) opening: This is to inform you that we must complete the annual operating budgets shortly. Over the past two months many supervisors have met to discuss their departmental needs. • Direct (effective) opening: All supervisors and coordinators will meet June 3 at 10 a.m. to work out the annual operating budgets for their departments. Ch. 7, Slide 9 Body • Explain and discuss the topic. • Use graphic highlighting to facilitate reading, comprehension, and retention. • Consider columns, headings, enumerations, bulleted lists, and so forth. Ch. 7, Slide 11 Ch. 7, Slide 10 Closing • Request action, including an end date. • Summarize the message or provide a closing thought. • Include a signature block Ch. 7, Slide 12 Signature Block • Include automatic signature block which includes contact info • Don’t include quotations in your signature block • Don’t use an enlarged/unusual font for your name in the signature block Ch. 7, Slide 13 Composing E-Mail • Sample formats Ch. 7, Slide 14 Composing (con’t) • Scan all messages first before replying to any. • Write in complete sentences, and use upper and lowercase letters. • Consider composing offline. • Use paragraphs • Revise the subject line if the topic changes. • Care about correctness. • Acknowledge receipt. • Be concise. • Provide a clear, complete first sentence. Ch. 7, Slide 15 Ch. 7, Slide 16 Formatting E-Mail Messages Sample emails… Ch. 7, Slide 17 • Single-space within paragraphs and double-space between paragraphs. • Don’t use emoticons :) • Don’t use all caps (IT’S SHOUTING) • Avoid colors, unusual fonts, and graphics • Use word-wrap rather than pressing Enter at line endings. Ch. 7, Slide 18 Personal Use of E-Mail • Don’t use company computers for personal matters. • Assume that all e-mail is monitored. • Assume email will be seen by anyone or published Ch. 7, Slide 19 Personal Use (con’t) • Be aware incoming email may have been “bcc’d” • Be aware your outgoing email may be forwarded without your knowledge. • Be aware that many employers monitor or have the ability to monitor your email. • Treat email as public information. Ask “What would this look like in the newspaper?” Ch. 7, Slide 21 Successful E-Mail Practices • Use graphical highlighting to improve readability of longer messages. • Attach files to an email message as required to transmit information. • Don’t use e-mail to avoid contact. Ch. 7, Slide 23 Personal Use (con’t) • Remember, this document can end up anywhere at anytime • Email can persist for years • Think about legal implications of content. • Don’t assume email will always remain internal (subpoena, etc.) Ch. 7, Slide 20 Personal Use (con’t) • Avoid humor, tongue-in-cheek comments, slang, gossip, and nonbusiness content. • Business email is not a medium for chit-chat with friends. Ch. 7, Slide 22 Successful Email (con’t) • Don’t respond hastily or angrily to a negative incoming email. Cool off for awhile to think about your response • Save outgoing messages as drafts for review and revision later • If important, print out your response for revision Ch. 7, Slide 24 Successful Email (con’t) • Set email software to do a spell check on all outgoing mail before sending • Don’t cc the world unnecessarily (it will annoy people) • Double-check before hitting the Send button. The Six Most Common Mistakes in Sending E-Mail 1. Address goofs 2. Lengthy messages or attachments 3. Misleading subject lines 4. Inappropriate content (such as delivering bad news) Ch. 7, Slide 25 The Six Most Common Mistakes in Sending E-Mail 5. Instant indiscretions (angry or thoughtless statements) 6. Reckless copying Ch. 7, Slide 26 Handling Email • Save important incoming email organized in folders, I.e. – Saved Outgoing – Saved Incoming • Backup or archive old saved messages • Use message rules to automatically delete spam • Don’t open file attachments from those you don’t know Ch. 7, Slide 27 Ch. 7, Slide 28 Business Memo Business Memos • Used for internal correspondence DATE: Current TO: Rob Montaine FROM: Heidi Chan SUBJECT: FORMATTING AND STATIONERY FOR MEMOS 1¼ inch margin Welcome to Multimedia, Rob! I’m pleased to be able to answer your questions about formatting and stationery for memos in the organization. Please examine the enclosed samples and call me if you have additional questions. Enclosures Ch. 7, Slide 29 Ch. 7, Slide 30 1¼ inch margin Kinds of Memos • Procedure and Information Memos • Request and Reply Memos • Confirmation Memos Procedure and Information Memos • These routine messages usually flow downward; they deliver company information and describe procedures. • Tone is important; managers seek employee participation and cooperation. Ch. 7, Slide 31 Ch. 7, Slide 32 Confirmation Memos Request and Reply Memos • Memo requests for information and action follow the direct pattern. • Also called “to-file” reports or “incident” reports. • Memo replies are also organized directly with the most important information first. • Record oral decisions, directives, and discussions. • Include names and titles of people involved. • Itemize major issues and request confirmation from the receiver. Ch. 7, Slide 33 Ch. 7, Slide 34 Leave side margins of about 1¼ inches. Formatting Hard-Copy Memos • Leave side margins of about 1¼ inches. • Line up all heading words with those following Subject. • Indent lines following bulleted or enumerated lines. • Use ragged line endings, not justified. • Don’t include complimentary close or signature. DATE: Current TO: Rob Montaine FROM: Heidi Chan SUBJECT: FORMATTING AND STATIONERY FOR MEMOS 1¼ inch margin Welcome to Multimedia, Rob! I’m pleased to be able to answer your questions about formatting and stationery for memos in the organization. Please examine the enclosed samples and call me if you have additional questions. Enclosures Ch. 7, Slide 35 Ch. 7, Slide 36 1¼ inch margin Line up all heading words with those following Subject. DATE: Current TO: Rob Montaine FROM: Heidi Chan SUBJECT: FORMATTING AND STATIONERY FOR MEMOS Indent lines following bulleted or enumerated lines. • Interoffice memo stationery may be used by any employee. • Plain paper or letterhead stationery may also be used for memos, so long as the headings TO, FROM, DATE, and SUBJECT are included. Welcome to Multimedia, Rob! I’m pleased to be able to answer your questions about formatting and stationery for memos in the organization. Please examine the enclosed samples and call me if you have additional questions. Enclosures Ch. 7, Slide 37 Graphic Highlighting Techniques Ch. 7, Slide 38 Graphic Highlighting Techniques Activity 8.6a Enumerated List A recent survey of car buyers revealed the electronic options they wanted: 1. Cruise control 79.1% 2. Antilock brakes 61.1 3. Keyless entry 50.5 4. CD player 34.1 5. Trip counter Ch. 7, Slide 39 5.1 Ch. 7, Slide 40 Graphic Highlighting Techniques Graphic Highlighting Techniques Activity 8.6b Activity 8.6c Bulleted List Enumerated List Our employee leasing program can be an efficient management tool because we handle the following tasks for you: • Payroll preparation • Employees’ benefits • Worker’s compensation premiums • State and federal reports SAFETY TIPS FOR USING ATMs 1. Be aware of your surroundings, especially at night. 2. Use another ATM or come back later if you notice anything suspicious. 3. Put cash away promptly; count it later. 4. At night take a friend with you. 5. Park in a well-lighted area close to the ATM. Ch. 7, Slide 41 Ch. 7, Slide 42 Request Memo: “Before” Version Request Memo “Before” Version DATE: Current TO: Kim Johnson, Corporate Communications FROM: Tim Rudolph, CEO SUBJECT: NEW POLICY This memo is written to inform you that I continue to receive disturbing reports about the misuse of e-mail by employees. In the course of the past three months I have heard of defamatory messages, downloads of pornography for all the staff to see, and even a basketball pool that turned into a gambling operation. Ch. 7, Slide 43 Ch. 7, Slide 44 Request Memo: “Before” Version In view of the foregoing, I am herewith instructing your office that an e-mail policy for the staff is needed. By October 1 a rough draft of a policy should be forthcoming. At the very minimum it should inform each and every employee that e-mail is for business only. Employees must be told that we reserve the right to monitor all messages. No pictures should be in the e-mail system without there being a valid reason. And we should not be using e-mail to be saying anything about personnel matters--such as performance reviews and salaries. Request Memo “After” Version If you have any questions, do not hesitate to call. Ch. 7, Slide 45 Ch. 7, Slide 46 Request Memo: “After” Version Request Memo: “After” Version DATE: Current • E-mail messages may be monitored. TO: Kim Johnson, Corporate Communications FROM: Tim Rudolph, CEO • No pictures or other attachments should be sent without valid reason. SUBJECT: DEVELOPING STAFF E-MAIL POLICY • E-mail should not be used to discuss personnel matters. Please draft a policy outlining appropriate e-mail use for employees. Please submit a draft to me by October 1 since we hope to have a policy completed by November 1. Call if you have questions. We need such a policy because I have received reports of misuse including defamatory statements, pornography downloads, and even gambling. Here are a few points that the policy should cover: • E-mail is for business only. Ch. 7, Slide 47 Ch. 7, Slide 48 End Ch. 7, Slide 49