Ch. 27: Blogs, Wikis, and Social Networks


  • Differentiate between internal and external audiences
    • Internal audiences don't require as much explanation as external audiences
    • Internal audiences will want straightforward content
    • External audiences may know little about the topic and require more information
  • Understand how to write for blogs and wikis
    • Blogs
      • Internal blogs are an alternative to emails in the workplace
      • They are useful for collaborating and solving problems- using a forum to discuss solutions
      • External blogs are useful for getting customer feedback and enhancing marketing and PR
    • Wikis
      • Internal wikis provide employees with information about a project or topic and allows them to update the content
      • External wikis allow people to use and update content specific to their expertise
    • Write differently for internal and external audiences
    • Pay attention to your tone
    • Check entries for credibility 
  • Recognize different types of social networks
    • Connecting people to each other and sites of mutual interests
      • Facebook
      • MySpace
      • LinkedIn
      • Twitter
      • YouTube
      • Flickr
  • Understand uses of social networks for workplace communication
    • Can be used for
      • Outreach and marketing campaigns
      • Measuring customer behavior
    • Be friendly, but professional
    • Stay focused
    • Be discreet
  • Consider the legal and ethical implications of these media
    • Online media provides opportunities for information abuse
    • Beware of stealth marketing and paid-for product reviews
    • Follow the policies within a company that govern social networks
  • Understand how these media are changing the ways we work and learn
    • This class is an example of how learning is changing in that we are required to write a blog for each chapter.

Ch. 26: Web Pages


  • Identify audience and purpose for Web pages
    • Decide who the primary readers will be and what sort of information they will be looking for
    • Use questions and links to address readers' main concerns
  • Understand what readers expect from Web pages
    • Accessibility
    • Worthwhile content
    • Sensible arrangement 
    • Clean, crisp page design
    • Good use of visuals and special effects
  • Write appropriate Web-based content
    • Use chunking
    • Use a readable style
    • Short sentences
    • Short paragraphs
    • Write in a a factual, neutral tone
    • Keep interactive features in mind
    • Most web pages are globally accessible 
  • Design a basic Web page
    • F-shaped reading pattern 
    • Use plenty of white space
    • Large margins
    • Unjustified right margin
    • Use links
    • Consistent style
    • Underlining is not used for emphasis- only hyperlinks
    • Use effective visuals
    • Balanced colors
  • Identify software used for creating Web pages
    • Word- basic basic web pages
    • Dreamweaver an NVU for more complex pages
  • Recognize the role of teams in Web design
    • Teams are used to create websites because of the many different areas involved in making a successful site. 
  • Create Web pages for intercultural audiences
    • Use clear and simple English to make translation easier
    • Don't make cultural references
    • Have different language options
    • Use appropriate colors and visuals
  • Legal Considerations
    • Everything is copyrighted so don't copy/paste without permission
    • Use copyright-free visuals
    • Large amounts of personal information is stored on the web- create privacy statements

Ch. 25: Oral Presentations and Webinars


  • Analyze your audience and purpose
    • Talks may be designed to inform, instruct, persuade, or all three
  • Select the type of presentation you want to make
    • Oral Presentations
      • Advantages
        • Interactive
        • Use body language
        • Allows for give and take
        • You can adjust to your audience's reactions
      • Disadvantages
        • Written reports allow you time to think about what you're saying and how you're saying it
        • One attempt for an oral report
        • Limited in complexity
        • You can lose listeners
      • Things to avoid
        • no eye contact
        • hiding behind a lectern
        • fidgeting
        • rambling
        • too much material
        • nonexistent visuals
        • visuals that are difficult to see
        • visuals that are difficult to interpret
        • settings that are too noisy, hot, cold, large, small, bright, or dark
      • Select a Type of Presentation
        • Informative
        • Training/ Instructional
        • Persuasive
        • Action Plan
        • Sales
      • Select a Delivery
        • Memorized
        • Impromptu
        • Scripted
        • Extemporaneous
  • Choose the appropriate technology
  • Perform research, write an outline, prepare visuals
    • Research your topic
    • Aim for simplicity
    • Anticipate questions
    • Outline the presentation
      • Introduction
      • Body
      • Conclusion
  • Create audience-friendly slides using presentation software
    • Tables
    • Graphics
    • Charts
    • Illustrations
    • Diagrams
    • Create a presentation story board
    • Be realistic about your visuals
    • Be selective
    • Use presentation software like powerpoint or Prezi
      • Don't rely too heavily on technology
      • Have a backup plan
      • Balance text and visuals
      • Keep it simple
      • End with a conclusions/ questions slide
  • Deliver your presentation
    • Rehearse
    • Check on the setting
    • Build a relationship with your audience
    • Guide listeners
    • Plan how you will use on- computer visual aids
  • Understand how and when to use webinars or slide sharing tools
    • Webinars allow for presentations through the internet
    • Changes in time zones prevent some people from being present for a webinar
    • Slide sharing is better in these cases because someone can view the presentation later and they can edit it

Ch. 24: Proposals


  • Understand the persuasive purpose of proposals
    • Proposals are meant to persuade an audience to take an action
      • authorize a project
      • accept a service or product
      • support a specific plan for solving a problem 
      • improving a situation
  • Understand the expectations of people who read proposals
    • Decision makers want to know
      • What the problem or need is
      • Why they should spend time, money, effort
      • What your plan is
      • Why they should accept the costly items in your plan
      • What action they are supposed to take
  • Differentiate between solicited and unsolicited proposals
    • Solicited proposals are requested by a manager, customer, or client
    • Unsolicited proposals have not been requested by anyone
  • Differentiate between formal and informal proposals
    • Formal proposals have the same format as a formal report
    • Informal proposals are in email or memo format
  • Understand the different functions of planning, research, and sales proposals
    • Planning proposal
      • offers solutions to a problem or suggestions for improvement
    • Research proposal
      • requests approval/ funding for a study
    • Sales proposal
      • offers services or products
      • solicited or unsolicited
  • Write a proposal
    • Introduction
      • Statement of problem and objective/ project overview
      • Background and review of the literature
      • Need
      • Benefits
      • Qualifications of personnel
      • Data sources
      • Limitations and contingencies
      • Scope
    • Plan
      • Objectives and methods
      • Timetable
      • Materials and equipment
      • Personnel
      • Available Facilities
      • Needed facilities
      • Cost and budget
      • Expected results
      • feasibility
    • Conclusion
      • Summary of key points
      • Request for action
    • Works Cited

Ch. 23: Formal Analytical reports


  • Appreciate the role of formal analytical reports in the workplace
    • Formal analytical reports can answer these questions:
      • What do we know?
      • What conclusions can we make?
      • What action or inaction should we consider?
  • Understand the role of audience and purpose for such reports
    • Formal reports are typically written for decision makers
    • The writer needs to know who will be reading the report
    • The purpose of the report is determined by the questions it ultimately answers
  • Identify three major types of analyses: causal, comparative, and feasibility
    • Causal Analysis:  Answers questions about why something happens
    • Comparative Analysis: Compares competing items based on specified criteria
    • Feasibility Analysis: Determines if an idea or plan is practical
  • Know the criteria for sound analytical reasoning
    • The problem or purpose is clearly defined
    • There is a correct amount of data
    • The data that is used is accurate and balanced so readers can make an informed decision
    • That significance and meaning of that same data has been fully explained
    • Personal bias is excluded
    • Good visuals are included
    • There are valid conclusions and recommendations
    • Understand that things might go wrong in an analysis and you should be prepared adjust as necessary
  • Identify the parts that typically accompany a long report (front matter and end matter)
    • In this order:
      • Letter of transmittal- acknowledges those who helped, points readers to certain sections, discusses any limitations of the study, or urges readers to take action
      • Title page
      • Table of contents
      • List of tables and figures
      • Abstract
      • Text of the report
      • Glossary (if necessary)
      • Appendices (if necessary)
      • Works Cited page

Ch.22: Informal Reports


  • Understand the role and purposes of informal reports
    • For every formal report made, there are countless informal reports
    • Informal reports help people make decisions in different areas
    • Most often a memorandum
  • Differentiate between informal and formal reports
    • Informal reports 
      • don't require extended planning
      • are created quickly
      • contain little/ no background information
      • no front or end matter supplements (title page, table of contents)
  • Differentiate between informational and analytical reports
    • Informational reports answer basic questions
    • Analytical reports offer information, interpretations, and conclusions
  • Write informational reports
    • Progress reports
      • Choose between email and memo
      • Use clear subject line
      • Present information efficiently
      • Anticipate/ answer questions
    • Activity reports
      • Email or memo
      • Clear subject line with time frame
      • Chunk information using headings, bullets, and lists
    • Trip reports
      • Take notes
      • State the exact trip and include dates
      • Record names of people/places
      • Note times/location
    • Meeting Minutes
      • Take notes
      • Complete immediately after meeting
      • Clear title and date
      • List all attendees
      • Describe all agenda items
      • Record all decisions
      • Proofread
  • Write analytical reports
    • Feasibility reports
      • Clear subject line
      • Provide necessary background
      • Offer the recommendation early
      • Follow up with details and data
      • End with a call to action
    • Recommendation reports
      • Clear subject line
      • Brief background
      • Summarize the situation
      • Be authoritative
      • Be informative
      • List benefits of taking action
    • Peer review reports
      • Begin with positives
      • Organize by topic
      • Constructive criticism
      • Support your critique with examples and advice
      • Close positively
    • Justification reports
      • State the problem/ recommended solution
      • Explain how to implement your plan
      • Encourage the reader to act

Ch.21: Instructions and Procedures


  • Know how instructions and procedures are used in the workplace
    • Procedures are used so that all members of a particular group follow the same steps for a task
    • Responsible jobs require you to write and read instructions
  • Recognize the various formats for hard-copy instructions
    • Manuals
    • Brief reference cards
    • Instructional brochures
    • Hyperlinked instructions
    • Online instructions
  • Understand how instructions have serious legal implications
    • Failure to instruct and caution users in the proper use of a product
    • Failure to warn against the hazards from proper use of a product
    • Failure to warn against the possible misuses of a product
    • Failure to explain a product's benefits and risks in language that average consumers can understand
    • Failure to convey the extent of risk with forceful language
    • Failure to display warnings prominently 
  • Compare the benefits of print, digital, online, and video instructions
    • Digital and Online
      • PDFs allow instructions to be accessed online
      • Instructional CDs
    • Video
      • Allows people to see the full range of actions required
  • Write a set of Instructions
    • Elements of Effective Instructions
      • Clear and limiting title
      • Informed content
      • Visuals
      • Appropriate level of detail and technicality
      • Logically ordered steps
      • Notes and hazard notices
      • Readability
      • Effective Design
    • Outline for instructions
      • Introduction
      • Required steps
      • Conclusion
  • Understand how procedures differ from instructions
    • Instructions show a person how to perform a task
    • Procedures show someone who knows how to perform the task, how to follow accepted practice
  • Write a set of procedures
    • Procedures aren't always used for sequential actions and may not require numbers
    • They are used to streamline a set of actions in an organization

Ch. 20: Types of Technical Descriptions

  • Understand the role of audience and purpose in technical description
    • Descriptions are for people who will use, operate, assemble, or manufacture a mechanism
    • Decide why the audience needs a description
  • Differentiate between product and process descriptions
    • Product description
      • readers can visualize the parts of the mechanism and the relationship between them
    • Process description
      • readers can visualize the sequence of events
  • Appreciate the requirement for objectivity in such descriptions
    • Descriptions have ethical implications
    • Subjective descriptions represent a point of view
    • Objective descriptions represent details any one could observe
  • Recognize the main components of a technical description
    • Clear and limiting title
    • Appropriate level of detail and technicality
    • Visuals
    • Clearest descriptive sequence
      • spatial
      • functional
      • chronological
    • Write a product and/or process description
      • Product Description
        • Introduction: general description
        • Description and function of parts
        • Conclusion and operating description
      • Process Description
        • Introduction
        • Stages in the process
        • Conclusion
  • Write a set of specifications
    • Specifications
      • methods
      • materials
      • size, shape, and weight
      • testing, maintenance, inspection procedures
    • Consider audience and purpose
    • Use industry and government standards
    • Include a brief introduction/ descriptive title
    • List all parts and materials
    • Use standard terms
  • Write a technical marketing document
    • Research your decision makers so that you can persuade those who will purchase it
    • Use the product's name frequently
    • Compare and contrast to related products
    • Emphasize the appeal
    • Use dynamic language
    • Use visuals
    • Provide any technical information you need

Ch. 19: Technical Definitions

  • Appreciate the role of definition in technical communication
    • Explain specialized terms/ concepts
    • Definitions have to be precise for people in and out of the field
  • Know how audience and purpose indicate the need for definition
    • Determine how knowledgeable your audience is in that area
    • Tool definitions to have appropriate technicality
    • Define a term the first time you use it
  • Consider the role of definitions within and beyond the workplace
    • Definitions have legal, ethical, societal, and global implications.
      • Legal- you are legally in charge of the documents you create
      • Ethical- Just because something is right on paper doesn't mean it is ethical. Because of the bureaucracy in place, the Challenger shuttle exploded, resulting in the deaths of all seven crew members.
      • Societal- social issues
      • Global implications- if your document is meant for a global audience, be mindful of what is acceptable in your document
    • Be informative
  • Differentiate among levels of detail in a definition
    • Parenthetical
      • synonyms and clarifying phrases
    • Sentence
      • more elaboration than a parenthetical
      • Includes term, class, and distinguishing features
    • Expanded
      • longest explanation- ranges from a paragraph to several pages
  • Select the right level of detail as your situation requires
    • Definitions can be a few words or several pages
    • The audience's familiarity with the subject could vary
  • Write an expanded definition
    • Methods of expansion
      • Etymology
      • History
      • Negation
      • Operating Principle
      • Analysis of Parts
      • Visuals
      • Comparison and Contrast
      • Required conditions
      • Examples
    • You can use more than one method
    • Expansions might be required for semitechnical or nontechnical readers
  • Place definitions effectively in your document
    • The best definition is one that is easily accessible with little to no disruption to the reader
    • A glossary can also be used if there are several terms that need definitions 

Ch. 18: Résumés and Other Job-Search Materials

  • Identify your personal assets as a job applicant
    • What skills can you offer to a potential employer?
  • Search for a job systematically
    • Make a plan
    • Focus your search
    • Use the internet
    • Network with people
  • Create an effective print résumé
    • Include
      • contact information
      • career objectives
      • education
      • work experience
      • personal data
      • references
    • Leave out
      • desired salary/ benefits
      • photographs
    • List relevant experience
    • Never lie about your credentials
    • Use quality paper
    • Always proofread!
    • Adapt your print  résumé for scanning, emailing, or posting online
      • Today, résumés are often submitted digitally
      • Make sure your résumé is scannable
      • Use standard print and avoid fancy highlighting
      • All text should be flush to the left margin
      • Save in "text only" or "rich text" format
      • Use keywords
      • If online, make sure the résumé can be downloaded quickly
    • Write an effective application letter
      • Develop a draft of the letter
      • Customize each letter
      • Never be vague and do not exaggerate
      • Be enthusiastic
      • Be concise
      • Make several drafts before settling
    • Prepare a dossier, portfolio, or webfolio
      • A dossier contains credentials
      • Portfolios and webfolios contain résumés and examples of your work
    • Succeed in a job interview
      • Don't show up unprepared
      • Make a positive first impression
      • Know the appropriate length for answers
      • Be friendly, attentive, and smile
      • Ask intelligent questions

    Ch. 17: Workplace Letters

    • Know when to correspond by letter instead of memo or email
      • Consider audience and purpose
      • Letters are appropriate for more formal and personal correspondance
    • Identify the standard and optional parts of a standard letter
      • Standard Parts
        • Heading and date
        • Inside address
        • Salutation
        • Text
        • Complimentary Closing
        • Signature
      • Optional Parts
        • Attention Line
        • Subject Line
        • Typists Notation
        • Enclosure Notation
        • Distribution Notation
        • Postscript
    • Follow a conventional letter format
      • Letter Format: block or modified block
      • Subsequent page headers
    • Appreciate the importance of proper tone in any letter
      • Establish and maintain a "you" perspective-put the reader first
      • Be polite
      • Use plain English
      • Decide to be direct or indirect
    • Understand that letters can have global and ethical implications
      • As always: know your audience
      • Learn about cultural preferences starting with the salutation
      • Beware of controversial topics
    • Know how to convey bad or unwelcome news
      • Don't procrastinate
      • Be considerate
      • Be honest in your explanation
      • If an apology is necessary, do so immediately
    • Write inquiry letters, claim letters, sales letters and adjustment letters
      • Inquiry Letters
        • Ask questions and request a reply
      • Claim Letters
        • Complaint letter
        • Routine claims- direct approach
        • Arguable Claims- indirect approach
      • Sales Letters
        • Written to persuade
      • Adjustment Letters
        • Written in response to a claim letter
        • Granting-start with good news
        • Refusing- use indirect organizational plan

    Ch. 16: Email and Instant Messaging

    • Identify the components of a workplace email message
      • Written workplace communication
      • Used to efficiently address as many people as necessary
      • Electronic paper trail
    • Organize an email message
      • Heading: To, From, Date, Subject
      • Introduction, body, and conclusion
      • Signature block at the end
      • Emails are more casual- consider your audience. Emails can easily be forwarded
      • Make sure the purpose is strictly work-related
    • Write an email using a professional style and tone
      • Watch spelling, grammar, and word choice
      • Avoid text message abbreviations
      • Don't let emails become excessively informal
      • Emails are not made for AVOIDING awkward situations
      • Some problems are too complicated to solve via email
      • Decide if the situation requires an email
      • Use basic fonts in black
    • Recognize copyright and privacy issues affecting email use
      • Copyright Issues
        • Email is subject to copyright
      • Privacy Issues
        • You never know who might receive your e-mail. Don't send personal messages, chain mail, or inappropriate jokes.
    • Write an email appropriate for a global audience
      • Email can be sent to anyone in the world with an email address
      • Avoid humor and slang
      • Write short, simple sentences
      • Be respectful and not too direct
    • Consider other media that may be more appropriate 
      • If the situation requires something more personal, make a phone call
      • Email is not used for most formal correspondence
    • Understand the uses of instant messaging in workplace settings
      • Instant messages are a faster medium than email
      • Consider your audience
      • Schedule an IM conversation ahead of time
      • Keep conversations separate and brief
      • Maintain professional tone, style, and etiquette

    Ch.15: Memos

    • Appreciate the vital role of memos in the workplace
      • Memos (memorandums) give directives, instruct, relay information, and make requests
      • Internal document- distributed within an organization and not to people outside the company
    • Picture a typical memo's audience and purpose
      • Who will receive this memo?
      • What is the purpose?
      • E-mails are less formal than a memo and might be ignored in a crowded inbox. 
    • Know the parts and format of a standard memo
      • Memo or Memorandum is centered at the top of the page
      • A left-aligned heading identifies the parties involved, date, and subject
      • Distribution notation is located at the bottom- indicates if copies should be sent to anyone not listed in the "To" line
      • The body focuses on one topic
      • Use a short intro, a paragraph or two, and conclusion
      • Consistent formatting is important- memos are meant to be read quickly
    • Understand the importance of proper tone in all memos
      • What do the recipients want to know?
      • Avoid using a hostile, bossy, condescending, aggressive, or differential and passive tone.
      • Use an appropriate approach to the subject. Direct vs. Indirect
      • Informal, short memos can be sent digitally
    • Write various common types of memos
      • Transmittal Memo- accompanies a package of materials
      • Summary or Follow-up Memo- provides written record of a meeting or conversation
      • Routine Miscellaneous Memo- announcements, updates, request information/ action.
        These are more frequently being sent via e-mail 

    Ch. 14: Designing and Testing Documents for Usability

    • Know how usability testing helps your readers
      • Usability testing makes sure the document allows people to do three things:
        • locate information they need
        • immediately understand information
        • use that information safely and successfully
    • Understand why a usable design is essential
      • A usable design without flaws is essential for safety and/or correct product-use.
      • More complicated products require usable documents
    • Achieve a usable design
      • Analyze the tasks involved, the people using the document, and the setting.
      • Who are the readers? Research
      • What should this accomplish? Performance Objectives
      • Under what conditions will the document be used?
      • Create a Design Plan appropriate for the document your are designing
    • Write, test, and revise your document
      • Draft the document, get someone to read it, and make changes based on what they find confusing. (Simplify the document)
      • Edit for technical terms and either define them or replace them with something simpler
    • Identify ethical and global issues that affect usability
      • Document use is sometimes determined by society- IE: Car seats are usually handed down without a manual- the instructions are now glued on.
      • Respect cultural differences in ethics 
    • Differentiate usability of print versus online/ multimedia documents
      • Online documents
        • Used for "doing" things rather than reading long, detailed explanations
        • Usually guide readers interactively
        • More visual than a printed document (Things can be animated or interactive)
        • Flexible organization
        • More structure to sections of content

    Ch. 13: Page Design in Workplace Documents

    • Understand why document design is important
      • Well-designed pages are much easier to navigate and become more engaging
      • People would prefer to skim a document and be able to find specific sections
      • An audience judges first by what they see-is this too much work to read?
      • Page design should promote chunking
    • Learn design skills that are needed in today's workplace
      • Desktop Publishing: 
        • combines word processing, typesetting, and graphics
        • Adobe InDesign, Adobe Framemaker, Quark
      • Electronic Publishing
        • documents in digital format for the Web
        • Adobe RoboHelp, Adobe Dreamweaver
      • Style Sheets and Style Guides
        • Style sheets provide consistent formatting throughout a document (typefaces, fonts, headings)
        • Style guides ensure consistent formatting between different types of documents
    • Know how to use white space and margins
      • Consistency is key
      • Different types of paper can be used for different documents
      • Use page numbers, headers, and footers so that readers can easily navigate the document
      • Grids are useful for creating a balanced design
      • White space can add emphasis to an area by isolating related elements
      • Margins help to de-clutter the page
      • Line Length and Spacing
        • Line length needs to be appropriate for the document.
        • 8½ x 11 in. document- 60-70 characters per line
        • Long lines tire and bore the reader; Short lines disrupt the normal rhythm of reading.
        • Line spacing needs to be consistent
      • Paragraphs
        • Long paragraphs are used for history/ background information.
        • Short paragraphs make complex information easier to digest
        • Avoid orphans and widows at the beginning and end of a paragraph.
      • Lists
        • Embedded lists are used within the running text (commas)
        • Vertical lists are dropped out of the running text to draw attention
        • Vertical lists use a verbal or visual signal to indicate each element
        • Use parallel grammatical form
    • Know how to choose typefaces and type sizes
      • Typeface (font) refers to all the letters and characters within one particular family
      • Different typefaces convey different feelings and are useful for different situations
      • There are serif typefaces and sans serif typefaces
      • Serif typefaces make printed copy more readable
      • Sans serif type is ideal for marginal comments,headings, examples, tables, and captions
      • Typeface height is determined in points between the ascender and descender
      • Body copy runs between 10 and 12 point
      • The book says to use full caps sparingly and save them for section headings or highlighting words/phrases.
        (Full caps are actually more difficult to read, which makes people more likely to ignore them. Although it is common practice to use all caps for things like WARNING and headings, this is not the most effective method of getting someone to read. Emphasis can be achieved by using bold, underlined, different sized, different colored fonts. Warning or Warning or Warning or Warning or Warning is more effective than WARNING.)
    • Know how to use color, shading, and other highlighting elements
      • Indents, horizontal rules, background screens, boldface, italics, and color can all add emphasis, however, these things should all be used sparingly or a document will become cluttered.
    • Know how to use headings, subheads, and running heads
      • Headings should determine level
      • Types of Headings:
        • Topic: Words or short phrases; When you have several headings
        • Statement: Sentence; When you want to assert something specific about the topic
        • Question: Questions posed the same way a reader might ask it; When you want to invite the reader to be actively involved
      • Headings should be visually consistent and grammatically parallel 
      • Running heads and feet help readers find material and stay oriented
    • Understand that on-screen documents have special design requirements
      • One of the most important things to do before designing a document is determining the media for viewing.
      • Web pages have to be designed to accommodate small screen sizes, decreased resolution, and resistance to scrolling. 
      • Ordinary word processors are not very useful for creating good-quality web pages.
      • Online help pages require consistency
      • Adobe Acrobat and PDF Files retain their formatting on screen and in print . They can be linked to as a normal web page as well as downloaded and e-mailed.

    Ch.12: designing Visual Information

    ·         Understand the role of visuals in technical communication
    o   Visuals help people to process information
    §  What does it look like?
    §  How is it organized?
    o   Graphs instead of listed numbers- Numbers are easier to comprehend and compare
    ·         Determine when to use visuals
    o   Use visuals when they can help clarify your point or enhance the text.
    o   Visuals are used to decorate but, more importantly, to support your discussion
    o   Four Categories of Visuals: tables, graphs, charts, graphic illustrations
    o   Tables: display organized data across columns and rows for easy comparison
    o   Graphs: translate numbers into shapes, shades, and patters
    o   Charts: depict relationships via geometric, arrows, lines, and other design elements
    o   Graphic Illustrations: rely on pictures rather than on data or words
    ·         Select the right visuals for your readers
    o   What is the purpose of the visual?
    o   Who is my audience?
    o   How is my message best conveyed?
    o   All visuals require:
    §  Title and number
    §  Clean design
    §  Labels and legends
    §  Nearness to the associate text
    §  Cited sources
    ·         Create tables, graphs, charts, illustrations, photographs, and videos
    o   Tables shouldn’t be overly complex or contain too much information-complex tables can be used to bury information
    §  Numerical Tables: Compare exact values
    §  Prose Tables: Organize verbal information
    o   Graphs show comparisons and trends-can be used to show one or more relationships
    §  Bar graphs: multiple, horizontal-bar, stacked-bar,  100-percent, 3-D
    ·         Show comparison
    §  Line graphs- helps readers synthesize large bodies of information: simple, multiline, deviation, band/area, multiple-band
    ·         Show trends over time
    §  Charts: pie [relate parts to a whole], exploded pie, flowcharts [steps], tree charts [relationships between ideas], Gantt and PERT (project planning), pictogram
    §  Graphic Illustrations: diagrams (exploded, cutaway, block), maps, photographs, videos
    o   Different software has different uses
    §  Graphics software, presentation software, spreadsheet software, word-processing programs
    o   Symbols and icons are often more easily understood than words- international audiences, children, people who have difficulty reading
    o   You can use the internet for graphics, but pay attention to copyright and licensing information
    ·         Increase visual appeal by using color appropriately
    o   Color is used to make things appear more interesting and focus attention
    o   Color can help clarify complex relationships
    o   It can break up material and reveal structure
    §  Headings
    §  Checklists
    §  Instructions
    §  Examples
    §  Key ideas
    ·         Identify ethical issues when using visuals
    o   It is your responsibility to represent the real picture.
    o   Visuals make it easy to persuade people one way or the other by skewing numbers.
    o   Present the complete picture
    o   Distortion is not the same thing as emphasis- distortion is unethical
    ·         Understand how cultural considerations affect your choice of visuals
    o   A visual is only universal if the graphic is not misinterpreted.
    o   Some cultures read right to left rather than left to right as in the US.
    o   Ireland: green and orange have political connotation
    o   Muslim cultures: green is a holy color
    o   US: green means go, safety

    Ch. 11: Editing for a Professional Style and Tone

    ·         Appreciate the role of style in any document
    o   First, the document needs to be readable- precisely chosen words and sentences that are easy to understand
    o   Sentence structure, sentence length, sentence connections, words and phrases, and tone are elements of writing style.
    o   Style needs to be clear, concise, fluent, exact, and likable.
    ·         Write clear, concise, and fluent sentences
    o   Clarity
    §  Pronouns have to clearly represent which noun they replace.
    §  Clarify modifiers
    §  Avoid putting too many nouns together
    §  Word order should be based on coherence and emphasis.
    §  Correct emphasis usually falls at the end of the sentence; at the beginning of the sentence for instructions
    §  Use active voice unless the audience doesn’t need to know the agent-then use passive voice.
    §  Keep the amount of information in once sentence low so that readers can process.
    o   Conciseness
    §  Most information in the fewest amount of necessary words
    §  Remove
    ·         wordy phrases
    ·         redundancy
    ·         repetition
    ·         “there is” and “there are” phrases
    ·         Needless information at the beginning of a sentence
    ·         Excessive prepositions
    ·         Clutter Words
    ·         Qualifiers
    §  Use strong, direct verbs
    §  Use positive language
    o   Fluency
    §  Combine related ideas
    §  Help readers make connections and keep them engaged by combining related things and using short sentences for emphasis.
    ·         Use precise language
    o   Language can often hide the intended message rather than communicate it.
    o   Use simple wording that is relevant to the situation and avoid using jargon- simplify simplify.
    o    Keep in mind that someone might not understand an acronym
    o   Don’t use clichés or euphemism
    o   Don’t make overstatements and be specific
    o   Use analogies to explain things
    ·         Achieve a tone that connects with your audience
    o   Your tone is your personality on paper.
    o   There are different tones, appropriate for different situation: informal, semiformal, formal
    o   For everything besides formal-toned documents, balance your use of contractions.
    o   Create a personal connection
    o   Use active voice and emphasize the positive.
    o   Don’t be too informal and definitely be appropriate
    o   Avoid sexist terms by using words that are more inclusive
    ·         Understand that various cultures have various style preferences
    o   Some cultures prefer long, complex sentences; others are looking for respect and politeness over clarity.
    o   In some cultures, only animals are referred to as male or female.
    o   American cultural references don’t typically make sense outside of the US
    ·         Understand that words can have unintended legal and ethical consequences
    o   Never downplay risks or promise more than you can deliver. Some words and phrases can set you up for failure
    o   Make sure instructions are clear. If instructions aren’t clear on certain products, someone could be injured.
    o   Don’t focus on attacking the competition; focus on your product instead. When you attack someone it usually speaks to your character more than theirs.
    o   When evaluating an employee, instead of offering judgments, talk about the specific, factual things they did that violated policy.
    ·         Recognize the benefits and drawbacks of digital editing tools
    o   Spell check is limited. Saying “I new that” is incorrect, although the word “new” is a word.
    o   Pay attention to their and there.
    o   Always proofread!

    Ch. 10: Organizing for Readers

     Work from an introduction-body-conclusion structure
    o   The standard structure of any document is introduction, body, and then conclusion.
             • Introduction: Gains attention, gives the writer’s viewpoint, lays out
                                                 framework for the rest of the document.
                          • Body: Sticks to the writer’s viewpoint by offering coherent support within the                               framework that was established in the introduction.
             • Conclusion: Time for review—here’s what you just read and what to do
                                               with this information. Makes a prediction, offers a solution, 
                                               or suggests more investigation
    o   Sometimes varied structure is effective with the use of visual guides that add interest
    ·         Create informal and formal outlines
    o   You have to start somewhere—outlining strategy
      Make a list of the topics you plan to cover
    • Reorganize your list logically by ordering the topics
    I. Introduction
    A. Topic
    B. Topic
    o   Formal Outlines for technical documents use decimal notation
    2.0 Section
                    2.1 Topic
                                    2.1.1 subtopic
    o   Outlines can reveal methodical thinking or errors in thinking.
    ·         Prepare a storyboard for a long document
    o   Storyboarding helps people envision the document by breaking it into modules.
    o   Works great for collaborative projects because it removes the disconnect between each person’s contribution.
    ·         Shape effective paragraphs
    o   Support paragraphs should be able to stand on their own. The paragraph starts with a topic sentence, followed by explanation/ support, and then conclusion.
    o   The topic sentence is the main point at the beginning of the paragraph. It tells the reader what the paragraph is about. A topic statement is two or more sentences and used for complex ideas.
    o   When everything in a paragraph belongs, the paragraph has unity. The ideas following the topic sentence have to do their job. For example, your topic sentence (Pugs are the cutest dogs ever and everyone should have a pug) should not be followed with (If Superman ate kryptonite he would turn into a black hole). The ideas are not at all related.
    o   An effective paragraph is coherent. To achieve coherence, the sentences need to be longer, rather than short and they need to be in the correct order. There should also be transitions to link related ideas smoothly.
    o   Paragraph length is another important part of creating documents because the length of the paragraph can signal to the reader what type of document they are looking at. Highly technical or instructive documents will use short paragraphs or lists. When writing anything about concepts or attitudes, the support paragraphs will be from 100-300 words. The key thing to remember is to be thorough no matter the length.
    ·         Determine the best sequence for your material
    o   Sequencing reveals a relationship and different forms of sequencing are used to show different relationships.
    o   Spatial sequencing begins at one location and ends at another and is used for describing an actual object. For example, a table might be described from the floor, to the legs, to the tabletop.
    o   Chronological sequencing follows events as they happen in time. Things described in steps are chronologically sequenced.
    o   Effect-to-cause sequencing begins with a problem and then goes backwards to find the causes.
    o   Cause-to-effect sequencing begins with the action and then follows the results.
    o   An emphatic sequence begins with the most important thing and then arranges the following reasons/ examples in order from greatest to least importance.
    o   Problem-causes-solution sequencing describes a problem, its causes, and then proposed solutions.
    o   Comparison-contrast sequences compares and contrasts two or more things either by listing information about each thing separately and parallel or by combining the two lists and comparing things on a point-by-point basis.
    ·         Chunk information into discrete units
    o   Chunking groups together related information in smaller amounts so that readers can take in the information.  The information can be chunked visually with the use of white space, headings, or other page design elements. Internet writing is chunked into smaller sections than printed writing because people expect information in a shorter amount of time and space. They want to be able to focus on what is important.
    ·         Provide overviews of longer documents
    o   After organizing your entire document, prepare an overview (preview) for your readers. They want to know if the document is relevant to their needs. These overviews can be for a section of the document or for the entire thing.
    o Different cultures expect information to be organized in different ways. American documents are abrupt and to the point while documents from Spain or Russia can contain digressions from the main point. 


                                             Do you want the bad news or good news first?
     In America, letters and memos tend to begin with good or at least neutral information before easing into bad news. British letters and memos, however, begin with the bad news.