Memos, E-mails, Letters
• Many differences:
• Destination
• Format
• Audience
• Topics/Purpose
• Tone
• Speed or delivery time
• Attachments
• Length
• Security
Determine the Purpose
• Why are you writing?
• Documentation
• Cover/transmittal
• Confirmation
• Procedures
• Recommendations
• Feasibility
• Status
• Directive
• Inquiry
Determine the Audience
• Who are you writing to?
• Supervisor
• Colleagues
• Subordinates
• External parties
• Other
How to Write Memos
• Subject Line
• Introduction
• Discussion
• Conclusion
Subject Line
• 100% of readers read the subject line
• Write the “focus” and “topic” for the subject line
• Don’t write: “Comptrollers”
• Do write:
• “Salary Increases for Comptrollers”
• “Termination of Comptrollers”
• “Hiring Procedures for Comptrollers”
• “Vacation Schedules for Comptrollers”
• “Vacation Schedules for Comptrollers”
• “Training Seminars for Comptrollers”
Introduction
• Write one or two clear introductory sentences
• What you want
• Why you are writing
• Examples:
• “In the third of our series of quality control meetings this
quarter, I’d like to get together again to determine if
improvements have been made.”
• “As a follow-up to our phone conversation yesterday
(11/2/00), I have met with out VP regarding your suggestions.
He’d like to meet with you to discuss the following ideas in
more detail.”
Discussion
• Respond with the reporter’s questions:
• Who, What, When, Why, Where, and How
• Make your information accessible by applying highlighting
techniques
• Itemization
• White space
• Boldface type
• Headings
• Columns
• Graphics
Conclusion
• Conclude with either a complimentary close or a directive
close
• Complimentary close: motivates readers and leave them happy
• “If our quarterly sales continue to improve at this rate, we will
double our sales expectations by 2005. Congratulations!”
• Directive close: tells readers exactly what you want them to do
next or provides dated action
• “Next Wednesday (11/13/09), Mr. Jones will provide each of
you a timetable of events and a summary of accomplishments.”
Additional Memo Writing Tips
• Use parenthetical definitions for your audience
• Use simple words, readable sentences, and specific
detail
• Write in informal, friendly tone
• Use proper grammar
Practice Writing a Memo
Scenario: You are a supervisor and realize that your
staffing needs have increased due to the changes in the
current year’s enrollment. Write a memo requesting more
funds to the director of your department.
Pre-write: Answer who, what, when, why, where, and how
Write: Draft the memo using the correct memo format
and checklist
Re-write: Check for errors, flow, and tone
How to Write an E-mail
• Recognize your audience
• Identify yourself
• Use the correct e-mail address
• Write an effective subject line
• Keep the message brief
• Organize your e-mail
• Use highlighting techniques sparingly
• Proofread your e-mail
• Practice netiquette (or Yale’s version of netiquette)
Practice Writing an E-mail
Scenario: You are a staff clerk and your supervisor
would like you to draft an e-mail about your unit’s
services for the campus.
Pre-write: Answer who, what when, why, where, and
how
Write: Draft the e-mail using the correct e-mail
format and checklist
Re-write: Check for errors, flow, and tone
Different Kinds of Letters
• Inquiry
• Cover
• Good news
• Bad news
• Complaint
• Adjustment
• Sales
Essential Letter Components
• Writer’s address
• Date
• Inside address (recipient’s address)
• Salutation
• Letter body
• Complimentary close
• Signed name
• Typed name
Optional Letter Components
• Subject line
• New page notations
• Writer’s and typist’s initials
• Enclosure notation
• Copy notation
Criteria for Letters of Inquiry
• Introduction
• State why you are writing
• Tell what you are writing about
• Discussion
• Specify your needs
• Ask precise questions
• Quantify
• Conclusion
• Explain when you need a response
• Tell your readers why the date is important
Criteria for Cover Letters
• Introduction
• State why you are writing
• Tell what you are writing about
• Discussion
• Tell the reader exactly what you have enclosed or the value of the
enclosures in an itemized list
• Conclusion
• State what you plan next
• State when this action will occur
• State why the date is important
Criteria for Good News Letters
• Introduction
• State why you are writing
• Tell what you are writing about
• Discussion
• Explain exactly what has justified the commendation or the
promotion
• Conclusion
• State what you plan next
• State when this action will occur
• State why the date is important
Criteria for Bad New Letters
• Introduction
• Begin with a buffer
• Discussion
• Preface your news with quantifiable proof
• State the bad news
• Conclusion
• Provide options which will allow them to regain “good graces,” seek
employment in the future, or reapply for the refund you have denied
• Try to end upbeat and positively
Criteria for Complaint Letters
• Introduction
• Politely state the problem
• Include supporting documents
• Discussion
• Explain in detail the problems experienced
• Sate what you want done and why
• Conclusion
• End positively
• Include your phone number and the time you can best be reached
Criteria for Adjustment Letter: 100%
Yes
• Introduction
• State that you agree with the reader’s complaint
• State that you will honor her recommendations for adjustment
• Discussion
• Explain why the problem occurred
• Explain how the problem will be avoided in the future
• Conclusion
• Try to maintain customer satisfaction
• End upbeat
Criteria for Adjustment Letter: 100%
No
• Introduction
• Begin with a buffer: positive statement and facts that all
can accept
• Discussion
• Explain what happened
• State the bad news
• Conclusion
• End upbeat
Criteria for Adjustment Letter:
Partial
• Introduction
• State good news
• Discussion
• Explain what happened
• State bad news
• Conclusion
• Try to maintain customer satisfaction
Criteria for Sales Letter
Introduction
State why you are writing
Tell what you are writing about
Arouse the reader interest
Anecdote
Question
Quotation
Data
Discussion
Specify what you offer to benefit your audience or solve their problems
Provide data
Give testimony
Document your credentials
Conclusion
Write something to make reader’s act
Give directions
Provide a tear-out to send back
Supply a self-addressed, stamped envelope for a response
Offer a discount
Give your name or contact name and phone number
Practice Writing a Sales Letter
Scenario: Your supervisor asks you to send a letter to
prospective students about your unit’s services.
Pre-write: Note some ways you might arouse the
readers’ interest and list what you want offer to
students
Write: Draft a letter using the correct letter format
Re-write: Check for errors, flow, and tone
Summary
Think about the purpose and audience before
deciding on the correspondence type
Remember to always following the three steps of the
writing process: pre-write, write, and re-write
Ask your colleagues, supervisor, or subordinates to
assist you with any stage of the writing process
Contact Kandice when in doubt!
References
• This material was taken from Technical Writing: Process
and Product, 5th
edition. Authored by Sharon J. Gerson
and Steven M. Gerson