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    Safwat Elmansy- Leadership

    AgendaAgenda

    1. Writing an effective business document

    2. 9 Steps to produce a great document

    3. Managing E-mails

    4. The Language: Making it Simple

    5. The Golden Rules

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    Types of Business DocumentsShort lettersShort letters1-2 pages

    Uses the 3 Paragraph structureE-mails and Memos

    Short reportsShort reports5-10 pages

    Read in one sitting

    Long ReportsLong Reports10 or more pages

    Includes index and detailed data

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    Why write a document InstructionsInstructions

    The sequence of a process

    ProposalsProposals Moving from problem to solution

    Research ReportsResearch Reports

    From Aim to Conclusion

    Response to an inquiryResponse to an inquiry

    Saying: Yes, No or Both

    Information distributionInformation distribution

    News, updates

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    Knowing your

    Communication Type

    Knowing your communicationtype allows you to make

    strategic adjustment in your

    writing for readers whose

    communication types differ

    your own.

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    Knowing your

    Communication TypeCommunication TypesCommunication Types

    The Thinker

    The Feeler

    The Juggler

    The Planner

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    The ThinkerThe Thinker

    The Thinker likes to think through

    problems to understand their causesand possible solutions.

    Believes that communication is mostpersuasive when ideas are presented in

    a logical order, with appropriate

    supporting evidence.

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    Begins communication by trying to

    achieve agreement on a basic premise

    or set of ideas.

    Matters of opinion and feeling are oflittle interest

    Seeks the "truth" irrespective of officepolitics and personalities.

    Often uses statistics, verified examples,and other sources of objective data to

    prove his point.

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    The FeelerThe Feeler The Feeler focuses on the emotional side

    What people hope, fear, like, hate,

    accept, reject

    Believes that communication is most

    persuasive when all involved feelrelatively good about what is being said

    or decided. Begins communication by trying to

    establish rapport

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    The objective truth of any situation

    matters less to the Feeler than its

    social impact and implication

    how others respond and react is

    what really matters to him Often attempts to make his points by

    reference to personal emotions, andbroad appeals to "what will work for all

    of us"

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    Is suspicious of so-called objective

    data, viewing it as a false front behind

    which others hide their real motivesand feelings.

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    The JugglerThe Juggler The Juggler always has one eye on the

    clock, schedule, deadlines, andbudgets.

    Takes pride in being able to take onseveral tasks at once.

    Often tasks are not completed asthoroughly or carefully as othersmight do them

    Always points to the emergencycircumstances involved or the lack of

    any help to justify his shortcuts.

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    Is usually the first to respond creativityand energetically to unexpected change.

    His solutions to problems are

    sometimes band-aids rather than true

    cures, due to his/her rush to judgment

    in finding answers.

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    Some people admire the Juggler for his

    ability to get so many tasks done in a

    short period of time.

    Others respond less

    positively to him, feeling

    that his accomplishments

    are half-baked and

    flawed.

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    The PlannerThe Planner

    The Planner can relax only when daily

    events and tasks have been organizedonto a sensible pattern or plan.

    Uses flow charts, diagrams, timelines,

    and other graphic aids in an attempt to

    capture and demonstrate "the big

    picture" to others.

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    Often initiates communication by a

    request that we develop a workable

    plan and may be unable to accomplishmuch work until such a plan is in place.

    At his best, the Planner aids the

    organization by increasing efficiency,

    eliminating redundancies, and enabling

    resource allocation.

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    counter threats to the organization,

    seize market opportunities,

    resolve crises and

    manage change.

    At his worst, the Planner - in his

    insistence on models, patterns, and

    plans - can stand in the way of those

    trying to act quickly and creatively to.

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    9 Steps to producea great document

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    9 steps to produce a great document9 steps to produce a great document

    1. Grasp your Purpose

    2. Analyze your Audience

    3. Brainstorm4. Limit your material

    5. Organize your material6. Substantiate your effort

    7. Draft your document8. Polish your document

    9. The Final Check

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    1. Grasp your Purpose What is the Object of the report?

    What is your purpose in writing thisreport?

    Write down yourcentral purposestatement on a note card, and keep it in

    view while researching and writing. It's easy to get off track without this reminder.

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    Example: Purpose statements

    The purpose of this report / letter / memo is

    1.To convince the board we should open a new plant in Germany.

    2.To make the customer (who has written with a complaint) feel valued.

    3.To give our sales team the information they need .

    4. questions about the benefits of our new laptop.5.To persuade store managers of how they can increase

    turnover by better use of point-of-sale material.

    6.To make our new premium ice cream attractive

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    2. Analyze your Audience Who will read the report?

    What do they expect from you?

    What are their interests, needs,

    backgrounds and biases?

    What kind of terms, examples, and detailscan you use to best effect?

    The answers to these questions help youdetermine what to discuss and how to

    shape your material to best effect.

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    3. Brainstorming

    How can your topic be best developed for

    your audience

    What aspects of the topic will be most

    interesting?

    What examples will best support yourpoints?

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    Brainstorming questions

    Fill-in the blank with your topic.Why do I/others even care about?

    1.If I had to divide Into parts or stages,what would they be?

    2.What forces / circumstances led to?

    3.What kind of person is interested in

    ?4.If did not exist, how would

    things be different?

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    Brainstorming questionsFill-in the blank with your topic.5. What aspect of do I (or would my

    readers) like best? Least?6. What larger situation, cultural background, or

    other context helps to explain ?

    7. What are the principal benefits of?

    8. If fails or is ignored, what will bethe impact?

    9. How could be explained to a

    10-year-old child?

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    Brainstorming PlanBrainstorming Plan

    INTERACTIVE SHOPPING

    Opportunities

    market size / projected growth Packaged food

    clothing

    Problems

    Fraud

    Slow growth

    Our response

    Improve existing servicesDevelop interactive products

    Trials in US/France behind schedule

    Technology

    attractions

    Power to consumer

    Long term savings

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    4. Limit your Material What is Range of the report?With what breadth and depth should you treat

    your topic?

    Determining the range of your report means thatyou will have to leave out interesting butnonessential information.

    Out of all ideas from the brainstormingWhat ideas are most appropriate for your

    purpose and audience?What ideas can you write about with the most

    expertise and confidence?

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    5. Organize your material What logical pattern can be used to

    communicate your ideas clearly?

    In what order should your ideas appear?

    Sample outline forproblem solving reports:

    OverviewProblem definition and history

    Problem analysis and impactProposed resolution

    Actions and recommendations

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    6. Substantiate your points

    Plug-in Support passages

    Examples, details, statistics, research

    findings

    Locate places in your document where

    graphic aids can be placed

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    7. Draft your document

    I have prepared and can now express my

    ideas in a first draft without suffering

    Quite a bit of the first draft turns out to be

    usable material in the final draft

    Let the words flow

    Write as if you are writing to a friend dont

    bother about quality now

    8 P li h d

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    8. Polish your documentPolish the rough diamond that lies on the

    desk so that others can appreciate it

    Check for logical connections

    Check for appropriate transitions between

    sentences Eliminate unnecessary words

    Check for grammatical errors Check the language simplicity

    The shorter the better

    9 Th Fi l Ch k

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    9. The Final CheckBefore you release the document,

    ask the following questions:Did the message appear to be important?

    Did the message appear easy to read or

    tough sledding?Does the final message reflect the central

    purpose statement?

    Is the document nice to view and read?

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    Managing

    e-mails

    E mail practices

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    E-mail practices

    Please answer the following questions: On a typical business day, how often do you

    check your e-mail? When you check your e-mail, how do you

    decide which messages to respond, which todelay and which to ignore ?

    Do your habits for checking e-mail vary widelyfrom day to day,?

    E il ti

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    E-mail practicesAre you able to check e-mail after work

    hours?

    What are the expectations of your company

    regarding the checking of e-mail by

    employees?

    How do you measure up to those

    expectations?

    What I do now" and "What I want to do"

    YouYouve got mailve got mail

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    YouYou ve got mailve got mailYou (not others) must decide when to look atyour E-mails

    Turn off the pop-up or noise which notifiesyou of a new E-mail

    Check your E-mail at certain times in the day When you arrive at your desk or start work

    Just before lunch

    Third around an hour before normal

    business closes.

    Sending Effective ESending Effective E mailsmails

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    Sending Effective ESending Effective E--mailsmails Properly use:To

    CcBcc

    Copy only those readers with a need toknow.

    More than 70 percent of e-mails

    received are the result of misrouting or

    needless copying.

    Sending Effective ESending Effective E mailsmails

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    Sending Effective ESending Effective E--mailsmails Subject

    A one sentence summary of the whole

    E-mail

    It has to be descriptive and attractive toinvite the reader to open the E-mail

    The reader can get to the heart of your

    communication right away.

    Sending Effective ESending Effective E mailsmails

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    E-mail BodyUse the 3 paragraph format

    1.Paragraph One: an introduction

    The past: Why the E-mail is written

    2.Paragraph Two: the development phase

    The present: Bring reader up to date

    3.Paragraph three: the conclusion

    The Future: Focuses on actions needed

    Sending Effective ESending Effective E--mailsmails

    Sending Effective ESending Effective E mailsmails

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    No more than one screen-full.

    When a message must run longer, send

    a brief cover message and use the

    "Attachment" function for the longer

    document.

    Be specific, organized and to the point

    Use bullets and numbers

    Avoid Re:Re:Re:Re

    Sending Effective ESending Effective E--mailsmails

    Sending Effective ESending Effective E mailsmails

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    Make clear (usually at the end of the

    message) what you want your reader todo after reading this E-mail

    Is your message for informational

    purposes only?

    Do you want a reply?

    Do you want action of some kind?

    Sending Effective ESending Effective E--mailsmails

    Sending Effective ESending Effective E mailsmails

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    Cultural aspects

    High context and low-context cultures

    Time zones Signatures

    Use in the start of the thread.Dont reuse with those who already

    know you.

    Attachments

    Refer to the attachment in the E-mail

    body.

    Sending Effective ESending Effective E--mailsmails

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    Effective E mail filing

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    Effective E-mail filing Organize your E-mail folders

    Classify by:

    Subject Alphabetical

    Customer

    Date

    Geographical

    Use simple headings Separate active files from archive

    Review/Clean files regularly

    Effective E mail filing

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    Dont use the inbox as a storage box

    Delete E-mails that:

    Effective E-mail filing

    You will never have

    time to look at

    You can find

    somewhere else

    Have a low pay-off

    E-mail reduction checklist

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    E-mail reduction checklist Remove your corporate E-mail from external

    mailing lists

    Use private account: hotmail, yahoo, gmail . Remove your name from unneeded internal

    circulation list

    Ask colleagues to put you in the cc only if

    needed

    Start with yourself:Talk to people instead of writing

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    The Language:

    Making it Simple

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    StyleStyle

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    StyleStyle

    Formal: legal documents, letters from the

    bank

    Neutral: business reports and letters

    Informal: letters to friends, your personal

    diary

    ParagraphsParagraphs

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    ParagraphsParagraphs The Topic Sentence:

    States the subject of the paragraph

    Usually is the 1st sentence

    Everything in the paragraph is clearly connectedto its subject

    Write shorter paragraphs Use single sentence paragraphs to make an

    important statement stand out strongly

    Write shorter sentences; rewrite very longsentences into 2-3 shorter ones.

    Linking Sentences

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    Linking Sentences

    From a report recommending the closure of a factory

    One plant must go, because we simply have too much capacity in relation

    to anylikely future market demand.

    It seems to me that the plant at Lyon is the obvious candidate for closure.

    For one thing, it is by far the oldest and smallest of our manufacturingfacilities.

    For another, it is a little remote from our emerging markets in EasternEurope, and freight costs are therefore .

    The third thing that makes Lyon the likely candidate is its very poorproduction record. If we compare worker output per hour at Lyon withour newer factories in Holland, Germany and England we can seethat

    By Listing

    Linking sentencesLinking sentences

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    Linking sentencesg

    Logical cause If you want we will install a thermostat on each

    radiator, so you will be able to control the

    temperature of each room.

    Not all our customers want the same from atrolley when they visit the supermarket. Thatswhy at every one of our stores you will now findten different kinds of trolley to choose from.

    As a result of this recovery, we expect US

    exports in Europe and Japan to be boosted.

    Linking SentencesLinking Sentences

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    Linking SentencesLinking Sentences

    In spite of the recession in the Far East, the performanceof the stock-market has been quite good.

    You may feel that you cannot afford to have your

    extension designed by an architect, but a well-designedextension will be more attractive, and make yourproperty more saleable.

    The marketing department are obviously keen on their newlogo design. All the same, Im not convincedparticularly when you consider the expense.

    Contrasts

    Linking Sentences

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    g

    Premium ice cream sales continue to grow at a year-on-year rateof 26%. Premium ice cream sales have grown at a year-on-

    year rate of 26% for the last five years.

    The rate of growth of premium ice cream shows no sign ofslackening. The premium ice cream market is now worth almost

    110 million. The total UK ice cream market is worth 840

    million.The premium ice cream market is expected to achieve a 25%

    share of the total ice cream market by the end of the century.

    SubstitutionFrom a briefing the premium ice cream market

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    Simple words and VocabularySimple words and Vocabulary

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    2. Change phrases into single words The employee with ambition...

    The ambitious employee... Jeff Converse, our chief of consulting,

    suggested at our last board meeting

    the installation of microfilm equipmentin the department of data processing.

    At our last board meeting, Chief Consultant JeffConverse suggested that we install microfilmequipment in the data processing department.

    Simple words and VocabularySimple words and Vocabulary

    Simple words and VocabularySimple words and Vocabulary

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    3. Change unnecessary that, who,and whichclauses into phrases

    The report, which was released recently... The recently released report...

    All applicants who are interested in the job

    must... All job applicants must...

    The system that is most efficient andaccurate... The most efficient and accurate system...

    Simple words and VocabularySimple words and Vocabulary

    Simple words and VocabularySimple words and Vocabulary

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    4. Avoid overusing expletives at thebeginning of sentences

    It is the governor who signs or vetoes bills. The governor signs or vetoes bills..

    There are four rules that should be

    observed: ... Four rules should be observed:...

    There was a big explosion, which shook the

    windows, and people ran into the street. A big explosion shook the windows, and people

    ran into the street

    Simple words and VocabularyS p e o ds a d ocabu a y

    Simple words and VocabularySimple words and Vocabulary

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    5. Use active rather than passive verbs

    An account was opened by Mrs. Nagwa.

    Mrs. Nagwa opened an account.

    Your figures were checkedby the researchdepartment.

    The research department checked your figures .

    Simple words and Vocabularyp y

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    Simple words and VocabularySimple words and Vocabulary

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    7. Reword unnecessary infinitivephrases

    The duty of a clerk is to checkall incoming mailand to recordit.

    A clerk checks and records all incoming mail.

    A shortage of tellers at our branch office onFriday and Saturday during rush hours hascaused customers to become dissatisfiedwith

    service. A teller shortage at our branch office on Friday and

    Saturday during rush hours has caused customer

    dissatisfaction.

    p yp y

    Simple words and VocabularySimple words and Vocabulary

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    8. Replace circumlocutions with directexpressions

    At this/that point in time...

    Now/then

    She has the ability toinfluence the outcome.

    She can influence the outcome

    It is necessary that we take a stand on thispressing issue.

    We must take a stand on this pressing issue.

    p yp y

    Simple words and VocabularySimple words and Vocabulary

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    9. Omit words that explain the obviousor provide excessive detail

    We received your inquiry yesterday. Yes, we dohave...

    Yes, we do have...

    Imagine a mental picture of someone engagedin the intellectual activity of trying to learn what

    the rules are for how to play the game of chess. Imagine someone trying to learn the rules of chess.

    p yp y

    Simple words and VocabularySimple words and Vocabulary

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    10. Omit repetitive wording The supply manager considered the

    correcting typewriter an unneeded luxury. The supply manager considered the correcting

    typewriter a luxury.

    My past memories of the various differences My memories of the differences During that time period, many car buyers

    preferred cars that were pink in color and

    shiny in appearance. During that period, many car buyers preferred

    pink, shiny cars.

    p yp y

    AbbreviationsAbbreviations

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    1. Use the Full version the first time

    immediately followed by the

    abbreviation in brackets.

    European Community (EC)

    Knowledge Academy (KA)

    2. After that, simply use the abbreviation EC - KA

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    The Look: Making itClear and Readable

    Make your writing

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    Clear and Readable Layout

    Headings and sub-headings

    Punctuation

    Achieving Emphasis

    Illustrations, charts and graphs

    Layout

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    Headings and sub-headings

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    PunctuationsCapital Letters: God

    Beginning of sentence

    Proper names, organizations, ministries, places:

    House of Parliament Any label formed from a proper name: Egyptians

    Countries, capitals: South Africa

    Titles when used with names: King Fahd Some periods of history: Renaissance

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    PunctuationsCommas:

    To separate items in a listThe car vibrated at high speed, held the road badly on sharpbends, did not

    As a parenthesisOne way to get publicity, the most common way, is to producepress releases.

    After introductory words:Normally, youIf you buy this bottle, I shall

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    PunctuationsSemicolon:

    Where two statements are closely relatedThe bank would not help me; they refused to lend me any more money

    Separate items in a complicated sentenceOne way to get publicity, the most common way, is to producepress releases.

    Colon:

    Introduces list of itemsThe following items need repair: the washing machine, the radio,

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    Emphasis1. Visual Devices

    Samy is the new committee chair, not Khaled.

    This mission is extremely important for our future: wemust not fail!

    The picture that television commercials portray of the

    American home is far from realistic.

    BE WARE OF SARS

    Use Red colorto alert the reader

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    Emphasis3. Choice and Arrangement of Words

    See your good times come to color in minutes: pictures

    protected by an elegant finish, pictures you can take

    with an instant flash, pictures that .

    Cairo Rent-a-car is first in reliability, first in service,

    and last in customer complaints.

    Fifty dollars I'd make in just two hours on a busy night

    at the restaurant.

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    Emphasis4. Sentence Position and Variation

    For a long time Japanese corporations used Southeast Asiamerely as a cheap source of raw materials, as a place to dumpoutdated equipment and overstocked merchandise, and as atraining ground for junior executives who needed minor league

    experience. But those days have ended.

    The increased number of joggers, the booming sales of exercisebicycles and other physical training devices, the record number of

    entrants in marathon races--all clearly indicate the growing beliefamong Americans that strenuous, prolonged exercise is good fortheir health. But is it?

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    Illustrations, charts and graphs

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    The golden Rules

    The Golden Rules

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    Your reader expects you to:Your reader expects you to:

    Write Simply

    Write Briefly

    Write Clearly

    Also, you need to:Also, you need to: Write Quickly

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    Write Simply Using uncomplicated words

    Using uncomplicated phrases

    Putting information and ideas in a logical

    order

    Check what you write. Look for words and

    phrases that can be put more simply.

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    Write Briefly Use as few words as possible

    Reduce the average length of yourparagraphs and sentences

    Check what you write. Look for words andphrases to take out

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    Write Clearly Layout

    Headings and sub-headings

    Emphasis

    Punctuation

    Illustrations, charts and graphs

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    ExampleThere are several different ways of making coffee, and most people are very fussy abut the one they

    prefer. For a start theres instant coffee; its certainly the quickest method and a lot of people

    genuinely prefer the taste. For those who like their coffee mage with all milk, its easy to do thiswith instant coffee. Its also very easy to make for one person, without any wastage. On the other

    hand, its arguably the least healthy and some of the varieties taste extremely unpleasant. Then

    theres filter coffee. You can make this in a machine, which takes a little while, and isnt very hot

    when it comes out. But it has the benefit that you can leave it on a hotplate for some time and go

    back later for a second cup. And you can make enough for several people at once. You van alsomake filter coffee in a cafeteria. This is usually only enough for a few people. It isnt terribly hot

    because it has to be left to stand for a short while, but its hotter than filter coffee made in a

    machine. One other variety of coffee which is increasing in popularity is espresso coffee. You need

    an espresso machine to make this in; it works by forcing steam through the coffee grounds; the

    steam then condenses into coffee. Espresso coffee is usually very hot and very strong. It iscommonly considered to make the best black coffee, and when combined with milk it is rich and

    strong. The two biggest disadvantages are the fact that the machine are not very big. You can make

    several small cups of strong black coffee (Mediterranean style) from them, but only a couple of

    mugs worth. The other disadvantage is that the machines are a hassle to wash up if you dont have a

    dishwasher.

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    Write Quickly Put a time limit

    Set a limit on the document length

    Use standard formats/wordings

    Use Bullets:

    Quick to write, easy to read

    Single sentencesUsed for lists, e.g. lists of instructions

    l

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    Example

    From Robert Evans Pro Manufacturing

    To Tom Lee General Garage

    Date June .

    Message

    We have received your order, reference 443 XJ, Dated 10 June.

    All the items have been dispatched to you except for the gear boxes, part no. OL449374.

    These will be dispatched on Monday 15, and you should receive them the following day.

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