for IE 496: Writing/Presenting Internship Reports Presented by: Floreal Prieto Center for Communication, University at Buffalo Fall 2006 CENTER FOR TECHNICAL COMMUNICATION STEPS IN THE COMMUNICATING PROCESS Define your purpose PLAN Understand your audience Select your information SELECT/ Organize (outline) your information ORGANIZE Create the narrative Use easy-to-understand language WRITE/ Format for reader ease and appeal EDIT Review, edit, finalize, and issue Plan and organize your presentation PRESENT Prepare effective visuals Deliver your presentation USE THE PROCESS CENTER FOR TECHNICAL COMMUNICATION PRE-WORK: THE CRITICAL FIRST STEP Certain issues must be addressed before you organize, outline, and write your document. The four key questions: > Who are your readers? - Group profile - Target > What response or action are you seeking? > How do you communicate your message written memo; conversation; meeting? > What information should you provide? - Information sources; “gaps” - Level of detail CENTER FOR TECHNICAL COMMUNICATION UNDERSTANDING YOUR AUDIENCE Profile > Size > Background > Knowledge > Diversity > Target(s) Needs and Expectations > What audience needs/expects from you > What you need/expect from the audience CENTER FOR TECHNICAL COMMUNICATION BASIC ORGANIZATION MODEL Purpose Define: Topic/problem/issue Scope and objectives Context; reference Command: Attention and interest; “hook” your reader Message Deliver: Concepts Solutions Supporting information Results and conclusions Define: Recommendations Actions/next steps (you; your readers) CENTER FOR TECHNICAL COMMUNICATION DELIVERING THE MESSAGE: Options Your message may be presented in a variety of ways… Main Point First (Order of Importance) Main Point Last (Chronological) Major Event Focus CENTER FOR TECHNICAL COMMUNICATION MAIN POINT FIRST (Order of Importance) Information Sequence 1. Recommended approach, method, solution, or design 2. Results; conclusions; recommended actions 3. Discussion; technical detail; supporting data 4. Appendices containing background and additional information Typical Applications – Memos/letters of all types – Reports of all types – Proposals Note: Most powerful format…critical information presented first, with details following…”bottom-line” orientation. CENTER FOR TECHNICAL COMMUNICATION “DOUBLE-5” ORGANIZATION METHOD Scientific Objective Apparatus Method Observations Conclusions Tech./Business PURPOSE MESSAGE Problem; issue Scope and goals Solution Results; conclusions Recommendations CENTER FOR TECHNICAL COMMUNICATION ENSURE INFORMATION “QUALITY” SELECT THE RIGHT LEVEL OF DETAIL COMMUNICATE WITH ALL YOUR READERS ORGANIZE INFORMATION LOGICALLY WRITE CONCISELY STRIVE FOR CLARITY; EASE OF UNDERSTANDING The major challenges are: > Define the audience, including the “primary target” > Determine the “right” level of detail CENTER FOR TECHNICAL COMMUNICATION LOGICAL FLOW OF INFORMATION Problem described Scope and objectives defined relative to the problem Solution - addressing specific objectives Results - of applying your solution Conclusions - based on the results Recommendations - action; next steps CENTER FOR TECHNICAL COMMUNICATION OUTLINING Purpose > Gather and organize information > Identify “gaps” in the information > Basis for early review and planning Outlining Techniques > Prompting > Brainstorming > Hybrid approach What works for YOU and YOUR TEAM. CENTER FOR TECHNICAL COMMUNICATION USE THE OUTLINE TO ADVANTAGE A Personal Tool; A Team Tool > Organize your thoughts; information > Get information down - briefly; quickly A Tool for Review > Define and agree on: scope; content; organization. > Information checklist… do you have what you need? Outline and Gather Information EARLY CENTER FOR TECHNICAL COMMUNICATION CREATING THE NARRATIVE Underlying principle “From the general to the specific” Consistent with your outline > Information content and sequence > Headings - sections/sub-sections Coherency > Paragraphs - relationships among sentences > Report - relationships among paragraphs Logical reasoning > Deductive > Inductive > Inductive-deductive CENTER FOR TECHNICAL COMMUNICATION TYPICAL PARAGRAPH STRUCTURE Paragraph: A collection of related sentences dealing with a single topic. Typical paragraph structure (deductive style) Topic Sentence Supporting Evidence Wrap-Up Sentence, and Transition Typical paragraph length: 4 to 6+ sentences CENTER FOR TECHNICAL COMMUNICATION EXAMPLE: PARAGRAPH STRUCTURE To respond to this survey message, we are now planning to broaden our TC program at UB to cover all four undergraduate years. For this effort, we have established a steering committee that comprises engineering faculty, mentors from industry, and TC faculty. We are particularly examining alternative TC teaching methods and instruction, addressing both written and oral communication skills, that may be effectively integrated with specific engineering courses. Also, we are building a consistent program of content models and techniques based on past experience and surveyed students’ recommendations. Thus, students will have opportunities to continuously improve their TC skills throughout their 4-year engineering curriculum. Topic Supporting Facts Summary CENTER FOR TECHNICAL COMMUNICATION PARAGRAPH STRUCTURE (Original) The following case study is a description of a fictional company, CRIMTECH. Most of the study concentrates on CRIMTECH Richmont headquarters and the Springfield manufacturing plant. This study focuses on several customer quality issues of the Boardway part produced by CRIMTECH at its Springfield manufacturing facility. As a commodity part, Boardway sells for approximately one penny per piece to customers. The majority of this case study is based on the manufacturing, communication, and human resources issues which arise due to several flaws in CRIMTECH new manufacturing cell located at the Springfield plant. There are five areas at Crimtech’s Springfield plant comprised of plating, three assembly sections, the fifth section is stamping, molding, and the tool room. Each section has a designated supervisor but the plant lacks a business unit manager locally. Excess Words Non-Parallelism Imprecision CENTER FOR TECHNICAL COMMUNICATION PARAGRAPH STRUCTURE (Revised) The following case study concerns a fictional company – CRIMTECH – and specifically CRIMTECH’s Richmont headquarters and the Springfield manufacturing plant. The five areas at the Springfield plant include plating, three assembly sections, and the fifth section (stamping, molding, and the tool room). Each section has a designated supervisor but the plant lacks an on-site business unit manager. This study focuses on several quality issues with the Boardway part produced by CRIMTECH at its Springfield facility. This commodity part sells for approximately one penny per piece. This case study addresses the manufacturing, communication, and human resources issues that arise due to several flaws in CRIMTECH’s new manufacturing cell at Springfield. Topic Sentence CENTER FOR TECHNICAL COMMUNICATION FORMAT The two meanings of format: 1. Sequence of presentation… Standard arrangement for reports, memos, proposals, letters (format conventions). 2. Physical arrangement and appearance of the finished document… Use of graphic and text processing techniques to create documents that are visually attractive and distinctive (document design). CENTER FOR TECHNICAL COMMUNICATION WHY FORMAT YOUR DOCUMENT? To make it EASY for the reader to read, understand, and reference To make it “accessible” to a range of readers To comply with internal or client requirements To make it visually appealing NOTE: PC software makes it EASY for the writer to format. CENTER FOR TECHNICAL COMMUNICATION FORMATTING CONCEPTS Create some “white space”. Create structure and emphasis with headings, sub-headings, and type variations. Guide your readers by employing: > A detailed table of contents > An executive summary > Section summaries > Highlighting techniques. CENTER FOR TECHNICAL COMMUNICATION DO YOU PREFER TO READ? THIS … Three tasks must be completed to meet these objectives. First, survey commercially available software for data networking; select a development environment, including a compiler, operating system, debugger, etc., and a run-time networking suite that offers Ethernet and Serial communications with TCP/IP, routing services, STREAMS-based module interconnectivity, IEEE 802.11 wireless LAN layers, and SNMP management. Second, select a commercially available i960 processor board for this networking environment. Understand its capabilities and limitations. Third, interface our spread spectrum technology to this processor board. CENTER FOR TECHNICAL COMMUNICATION … OR THIS? Three tasks must be completed to meet these objectives. 1. Survey commercially available software for data networking; select a development environment (compiler, operating system, debugger, etc.), and a run-time networking suite that offers Ethernet and Serial communications with: -- TCP/IP -- Routing services -- STREAMS-based module interconnectivity -- IEEE 802.11 wireless LAN layers -- SNMP management. 2. Select a commercially available i960 processor board for this networking environment. Understand its capabilities and limitations. 3. Interface our spread spectrum technology to this processor board. CENTER FOR TECHNICAL COMMUNICATION GENERIC REPORT FORMAT Typical Organization 1. Cover Letter (as needed) 2. Title Page 3. Table of Contents 4. Executive Summary 5. Report Sections (see Case Study Model) 6. References (as needed) 7. Appendices (as needed) CENTER FOR TECHNICAL COMMUNICATION VALUE OF THE EXECUTIVE SUMMARY An accurate synopsis of your report (addresses all elements) written in narrative style. Emphasis on principal points and critical supporting information. Management level focus and appeal. A valuable part of major reports and proposals. A good basis for a short verbal overview. CENTER FOR TECHNICAL COMMUNICATION GUIDELINES FOR LISTS Why use lists? > Clarify complex information > Permit rapid scanning > Provide visual relief Types of lists > Paragraph > Vertical The “Rule of Parallelism” CENTER FOR TECHNICAL COMMUNICATION CHARACTERISTICS OF A GOOD LIST A GOOD LIST SHOULD: Be introduced by a carefully structured lead or “umbrella” sentence Consist of logically comparable items Use words, phrases, or short sentences Apply the rules of “parallelism” throughout Use numbers or letters when order is important or items are referenced elsewhere Use bullets when order or reference are unimportant. CENTER FOR TECHNICAL COMMUNICATION IMPROVE DOCUMENT READABILITY Use Understandable Language Accurate Precise Simple Concise Apply the 5 Editing Tools > Trim the excess > Minimize the use of “and” > Reduce the use of passive voice > Enhance clarity > Observe the 20 wps guideline CENTER FOR TECHNICAL COMMUNICATION THREE MAJOR AREAS OF CONCERN I – EXCESS WORDS II – LACK OF CLARITY III – POOR GRAMMAR CENTER FOR TECHNICAL COMMUNICATION HOW WE TALK; HOW WE WRITE The situation: Reporting on field tests The test engineer said … We ran six tests on the ABC chemical plant in September, covering a broad range of operating conditions. The plant met all specified power and production requirements. Call me if you want more details. (34 words) The test engineer wrote … The ABC production plant was tested in September. Six tests were run over a broad range of operating conditions. It was determined that the plant met all performance requirements for power and production. If you wish to obtain more detailed information, please contact the undersigned. (45 words) CENTER FOR TECHNICAL COMMUNICATION EDIT, PLEASE ! Based on our current knowledge of mathematical principles, it is our understanding that it can be stated, without fear of contradiction, that the square root of 81 (eighty-one) is equal to 9 (nine). CENTER FOR TECHNICAL COMMUNICATION EXCESS WORDS: Some “Flags” Passive voice – forms of the verb “to be” Too many prepositions – e.g., “to”; “of”; “in” Phrases containing “which” and “that” Low-value words/phrases – e.g., “There is …”; “In order to …” Overuse of noun forms of verbs – words that end in “-tion” or “-ment”; usually with “make” CENTER FOR TECHNICAL COMMUNICATION TRIM THE EXCESS WORDS The power supply for the panels has had its cover removed and it was mounted inside the case. The cover did not appear to act as a heat sink for any part of the supply, and it was deemed that ventilation might be more readily achieved by removing the cover. (50) When mounting panel power supplies inside the cases, remove power supply covers to improve ventilation. These covers do not function as a heat sink. (24) CENTER FOR TECHNICAL COMMUNICATION PASSIVE VOICE VS. ACTIVE VOICE When the project of creating the reference guide was first undertaken, it was thought that the material researched should be presented in the form of a chart. (3 passives) (27) When we started to create the reference guide, we decided to present the research material in chart form. (0 passives) (18) CENTER FOR TECHNICAL COMMUNICATION LACK OF CLARITY Pronouns not associated with their intended nouns Incorrect or imprecise words and phrases Omission of transition words or phrases Undefined jargon and acronyms Incorrect use of articles CENTER FOR TECHNICAL COMMUNICATION MAKE “IT” CLEAR When the baby is done drinking, it must be unscrewed and put under a faucet. If it does not thrive on fresh milk, it must be boiled. (27) Three different meanings for “it.” CENTER FOR TECHNICAL COMMUNICATION MAKE “IT” CLEAR When the baby is done drinking, it must be unscrewed and put under a faucet. If it does not thrive on fresh milk, it must be boiled. (27) When the baby is done drinking, unscrew the bottle cap and put the bottle and cap under a faucet. If the baby does not thrive on fresh milk, then boil the milk first. (33) CENTER FOR TECHNICAL COMMUNICATION USE TRANSITIONS EFFECTIVELY INITIAL APPROACH The initial solution used molded plastic pieces to replace the welded metal. The solution was rejected, as the costs to create the custom molds were unacceptably high. The first solution was technically elegant. It didn’t make sense from a business point of view considering present production volume. We focused on a more economically feasible solution. CENTER FOR TECHNICAL COMMUNICATION USE TRANSITIONS EFFECTIVELY IMPROVED APPROACH The initial solution used molded plastic pieces to replace the welded metal. The solution was rejected, however, as the costs to create the custom molds were unacceptably high. (While; Although) the first solution was technically elegant, it didn’t make sense from a business point of view considering present production volume. (Then; Consequently; As a result), we focused on a more economically feasible solution. CENTER FOR TECHNICAL COMMUNICATION DEFINE ACRONYMS & JARGON Representatives from OSHA and the EPA will visit the plant next week. OSHA wishes to discuss ergonomic issues, and the EPA will be reviewing our waste oil disposal procedures. Representatives from OSHA (Occupational Safety & Health Administration) and the EPA (Environmental Protection Agency) will visit the plant next week. OSHA wishes to discuss ergonomic issues, and the EPA will be reviewing our waste oil disposal procedures. CENTER FOR TECHNICAL COMMUNICATION INCORRECT OR IMPROPER GRAMMAR Illogical mixing of tenses in the same paragraph Disagreement between subject and verb Misplaced modifiers Incorrect word usage Improper punctuation, particularly when using commas CENTER FOR TECHNICAL COMMUNICATION AVOID MISPLACED MODIFIERS Having been idle for over three years, a Region engineer will start up the customer’s N-plant next month. Next month, a Region engineer will start up the customer’s N-plant that has been idle for over three years. CENTER FOR TECHNICAL COMMUNICATION KEY CONCEPTS Plan Before You Write Use the Writing Process Organize Logically Write the Way You Talk Communicate to Get Action CENTER FOR TECHNICAL COMMUNICATION “ENGINEERING” YOUR WRITING A “STAGED” MODEL STAGE 1: Organize (Outline) - Accurate, complete, and well-organized information STAGE 2: Create the Draft - Focus on content; ensure clear purpose and message - Develop graphics (tables, schematics, etc.) STAGE 3: Edit the Draft - Edit for language; refine graphics; prepare summary STAGE 4: Format the Report - Format for easy reading and reference; prepare TOC STAGE 5: Review, Finalize, and Issue - Final review, proofread, revise, and issue NOTE: Do a quality check at each stage to avoid the “massive iteration.” CENTER FOR TECHNICAL COMMUNICATION TEAM REPORTS AND PROPOSALS To prepare a quality report, the team must: > Develop a good plan > Gather the necessary information > Prepare a comprehensive outline > Reach consensus on content, detail, organization, style, and format > Share the work equitably. A strong team leader is needed to integrate the inputs and reconcile differences. > Establish objectives and “buy-in” > Coordinate team efforts > Resolve conflicts CENTER FOR TECHNICAL COMMUNICATION QUESTIONS? CENTER FOR TECHNICAL COMMUNICATION ORAL PRESENTATION - WHY? Opportunity for: > Immediate information > Immediate feedback > Group interaction > Understanding > Consensus (agreement; buy-in) Must focus on the key concepts. You have one chance to deliver the message. CENTER FOR TECHNICAL COMMUNICATION TYPES OF ORAL PRESENTATIONS Informal > Small group setting; conference room > Less structured > High group interaction Formal > Large group setting; auditorium > Highly structured > Limited opportunity for interaction CENTER FOR TECHNICAL COMMUNICATION WHAT WE WILL DISCUSS … Characteristics & Complexities Planning & Organizing Preparing Your Presentation Delivering Your Presentation CENTER FOR TECHNICAL COMMUNICATION RIGHT BRAIN vs. LEFT BRAIN Right Brain Left Brain Feelings; emotion Words; facts; figures The “synthesizer” > Processes stimuli > Recognizes patterns > Inherently ambiguous Academic training > Intellect > Knowledge > Logical; precise Dominant in IPC Realm of the written word CENTER FOR TECHNICAL COMMUNICATION A CONVINCING PRESENTATION A more complex type of communication Three elements: Verbal Vocal Visual …must work together and be consistent Consistency ==> Believability Inconsistency ==>Message is blocked CENTER FOR TECHNICAL COMMUNICATION PLAN & PREPARE YOUR PRESENTATION A four-step approach to creating a focused presentation: 1. Know your audience 2. Know your time limit 3. Organize your presentation - Outline; storyboard - Prepare notes 4. Create effective visuals CENTER FOR TECHNICAL COMMUNICATION PRESENTATION FORMAT TITLE OVERVIEW INTRODUCTION PROBLEM IDENTIFICATION SOLUTION EXPECTED RESULTS CONCLUSIONS; RECOMMENDATIONS SUMMARY & CLOSE CENTER FOR TECHNICAL COMMUNICATION CREATING AND USING VISUALS Effective Visuals > Reinforce the speaker’s message > Help the audience to absorb new information quickly (i.e., see/hear) Common Characteristics > Easy to read (large lettering; generous spacing) > Simplified figures, tables, and schematics CENTER FOR TECHNICAL COMMUNICATION VISUALS: TYPES AND FUNCTIONS • Title Page • Text Visuals • Schematics • Graphs and Charts • Tables • Metaphorical Figures CENTER FOR TECHNICAL COMMUNICATION DEPARTMENT FOCUS AND GOALS (Original) Initial mailings and follow-up complete Evaluate working relationships with programmers XYZ specification sheets complete XYZ contract issues resolved Internal information sessions (by mid-March) Client information sessions (by mid-April) Continue work process development Expand project portfolio by 15% CENTER FOR TECHNICAL COMMUNICATION DEPARTMENT FOCUS AND GOALS (Revised) Department Publicity Program > Internal mailings and follow-up complete > Internal information sessions (by mid-March) > Client information sessions (by mid-April) XYZ Issues > Specification sheets complete > Contract issues resolved Management Issues > Continue work process development > Evaluate working relationship with programmers > Expand project portfolio by 15% CENTER FOR TECHNICAL COMMUNICATION RESULTS (Original) The case will be more durable -- Will withstand a drop from six feet -- Requires 75 lbs. of pressure to crack front cover Safety concerns will be eliminated Increased customer satisfaction Provide us with $1.5 million in revenue per year CENTER FOR TECHNICAL COMMUNICATION A REDESIGNED CASE WILL … (Revised) Be more durable -- Withstand a 6 foot drop -- Resist pressure approaching 75 lbs. on the front cover Eliminate safety concerns Generate $1.5 million annual revenue Increase customer satisfaction CENTER FOR TECHNICAL COMMUNICATION ORAL PRESENTATION Write & Read Verbatim Instead: Speak in a conversational style, prompted by: > Your visuals > Brief notes CENTER FOR TECHNICAL COMMUNICATION DELIVERING AN ORAL PRESENTATION Developing and using notes Developing and using visuals Using effective delivery techniques > Eye contact > Posture > Voice level > Voice inflection Managing the Q & A CENTER FOR TECHNICAL COMMUNICATION PRESENTATION DON’T’s AND DO’s DON’T > Read your presentation > Memorize your presentation > Get disrupted by interruptions > Exceed your time limit DO > Dress appropriately > Have a strong message; believe it > Develop a strong opening and closing > Know your stuff; establish credibility > PLAN, PREPARE, and PRACTICE CENTER FOR TECHNICAL COMMUNICATION WORKING WITH VISUALS YOU, the speaker, are primary Visuals are secondary - an aid to YOU Introduce each visual - Touch, Turn, Talk Don’t be afraid of a little SILENCE Keep the lights UP Stay close to the screen Limit your use of a pointer CENTER FOR TECHNICAL COMMUNICATION EFFECTIVE EYE CONTACT Truly SEE your audience Rapid scanning - NO! Controlled eye contact - YES! Benefits - to your audience; to you CENTER FOR TECHNICAL COMMUNICATION EFFECTIVE POSTURE For “stand-up” presentations... Balanced stance Hands at your sides Gestures for emphasis No distracting mannerisms CENTER FOR TECHNICAL COMMUNICATION VOICE LEVEL Slightly above conversation level - Authoritative - Dynamic - Interesting Holds audience’s attention Conveys confidence/knowledge Enhances audience’s understanding CENTER FOR TECHNICAL COMMUNICATION USE OF INFLECTION HOW will you use these new techniques? How WILL you use these new techniques? How will YOU use these new techniques? How will you USE these new techniques? How will you use THESE new techniques? CENTER FOR TECHNICAL COMMUNICATION MANAGING THE Q & A ? Qs during the presentation; or ? Qs after the presentation ? Effective eye-to-eye contact ? Restate; rephrase ? Connect with the key issue CENTER FOR TECHNICAL COMMUNICATION CONTROL YOUR NERVOUSNESS You can’t get rid of the “butterflies,” so make them fly in formation. Some suggestions for controlling the “nerves” Identify the “worst case” scenario Don’t try to be perfect Get to know your audience Make the room your own Loosen up physically PREPARE and PRACTICE CENTER FOR TECHNICAL COMMUNICATION QUESTIONS? CENTER FOR TECHNICAL COMMUNICATION DEVELOPING AND REFINING YOUR SKILLS A continuous journey Improved models and techniques PRACTICE; PRACTICE; PRACTICE Constructive feedback Increased capability and confidence CENTER FOR TECHNICAL COMMUNICATION CONTACTING THE CTC Find out more about our Center and our programs by visiting our web site: www.ctc.buffalo.edu Or call (716) 645-3470: Bill Grunert; Ext. 2156 wgrunert@eng.buffalo.edu Floreal Prieto; Ext.2156 prieto@eng.buffalo.edu CENTER FOR TECHNICAL COMMUNICATION