Ch 6 - Emails, Letters, and Memos Flashcards

1
Q

Name three basic types of correspondence.

A

Email, Letters, Memos

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2
Q

What’s the difference between letters and memos?

A

Letters are for people outside the organization

Memos are internal

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3
Q

How are the different types of correspondence formatted?

A

Email: header addresses, subject line, attachments line, body
Letter: letterhead, date, address, greating, body, closing salutation with signature
Memo: memohead, date, to/from, subject, body

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4
Q

Typical organization/basic features for all correspondence

A
Header
Introduction with main point
Supporting topics (Body)
Conclusion with main point
Signature (except for memo)
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5
Q

What are the steps used in creating correspondence?

A

1) Make a plan and do research
2) Decide what kind of email, letter, or memo is needed
3) Organize and draft message

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6
Q

What questions need to be answered prior to drafting correspondence?

A
Who is the reader?
Why am I writing?
What is my point/action I want taken?
Where will it be read?
When with it be used?
How will they use it now and in the future?
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7
Q

Important/formal correspondence should consider what items?

A

Subject - concise as possible
Purpose - immediately obvious
Readers - what they need to understand/act
Context of use - where and how will it be used, including any privacy concerns

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8
Q

What are the main purposes of correspondence?

A
Inquiries
Responses
Transmittals
Claims or Complaints
Adjustments
Refusals
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9
Q

What are the guidelines for writing an Inquiry?

A
Clearly identify subject and purpose
State questions clearly and concisely
Limit questions to five or fewer
If possible, offer something in return
Thank readers in advance for their response
Provide contact information
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10
Q

What are the guidelines for writing a Response?

A
Thank the writer for the inquiry
Clearly state subject and purpose 
Answer any questions point-by-point
Offer more information if available
Provide contact information
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11
Q

What are the guidelines for writing a Transmittal/Cover Letter?

A
Identify materials enclosed
State reason for sending materials
Summarize any information being sent
Clearly state action requested/required
Provide contact information
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12
Q

What are the guidelines for writing a Claim or Complaint?

A
State subject and purpose clearly and concisely
Explain problem in detail
Describe how problem inconvenienced you
State what action should be taken
Thank reader for response to request
Provide contact information
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13
Q

What are the guidelines for writing an Adjustment?

A

Express regret for the problem without directly taking blame (unless ethically accountable - then you need Legal to assist/take over)
State clearly what you will do about it
Tell reader when they should expect results
Show appreciation for reader’s continued relationship with organization
Provide contact information

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14
Q

What are the guidelines for writing a Refusal?

A
State subject
Summarize understanding of facts
Deliver bad news, explaining reasoning
Offer any alternatives, if available
Express desire to retain the relationship
Provide contact information
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15
Q

What’s contained in the Introduction of correspondence?

A
Subject
Purpose
Main point - especially any action items
Background info, if appropriate
Stress importance of subject
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16
Q

What’s contained in the Body of correspondence?

A

Need-to-know information - any facts, examples, data or reasoning needed to support argument/ enable action

Divide text into two to five major topics - use mapping to help if needed

17
Q

What is contained in the Conclusion of correspondence?

A

Thank readers
Restate main point
Look to future (what should happen next)

18
Q

What are three guidelines of appropriate style for correspondence.

A

Use “you” style - you’re talking to each reader individually (unless sharing negative info - never say “you messed up”, make it constructive!)
Create an appropriate tone
Avoid bureaucratic phrasing

19
Q

Tips for using email across cultures.

A

Allow time to form relationship - explain background information before making a request
Use titles and last names
Focus on facts & cut out nonessential info
Talk about weather - if want to personalize it’s a safe topic, but remember appropriate units of measure
Use attachments only if have to
Use plain text instead of html
Avoid cliches - “if there’s a problem, just yell”, etc
Avoid humor
Include signature with contact information
Use simple grammar and proofread carefully