Northeastern University, College of Business Administration

Guide for Written Communication

Prepared by Professor E. Wertheim, Human Resources Group, College of Business Administration
This guide draws on a number of sources especially, David W. Ewing, Writing for Results (2nd Edition) (New York, J. Wiley, 1979)

Table of Contents

  • Pre-Writing: Quality of the Analysis...
  • Appropriate Persuasion Strategy
  • Effective Introductions
  • Organizing Facts and Ideas
  • Coherence, tone, clarity, readability, etc.
  • Appendix 1: Checklist we will use to evaluate your writing
    Links to other issues in writing:
  • Common Errors to Avoid
  • A general reference to writing: Strunk and White's Elements of Style
  • (link to) How to Write Good (Satire)
  • A List of commonly asked questions on papers

    Think of a piece of writing as a trip from a definite starting point to a definite destination. At the very start we look for a signpost pointing the way and naming the place we are headed for. At every fork of the road we need directions--legible and understandable directions. From time to time we glance back over the road we have already come, in order to remind ourselves of our position and direction. At the end we want to know that we have arrived at the point we set out for. Reminders of this sort are just as necessary in writing as they are in posting a road." (Ewing)

    Introduction

    It is common to underestimate the amount of time that today's managers spend writing and rewriting. The reality is that we spend a lot of time writing reports, memos, E-mails and letters. And the difference between a well-written document and a poor one can have dramatic impact on our organizations and cost a lot in time and money.

    Unfortunately, the process of writing cannot be separated from the content of writing. No matter how good your ideas are, if your writing is ineffective, there is a very good chance the reader will either miss your good ideas or will discount them. It would be a waste to spend all of your time and money in college learning how to analyze problems effectively and then find the learning useless because of an inability to effectively communicate your ideas.

    Anybody can learn and follow basic steps of effective writing. You do not have to be an artist. While following the recipe below will not make you a great writer, it can make you a very adequate and effective writer.

    Why do we spend so much time writing?

    As the technical content of our exchanges rise, so does the need for precision. Similarly, the growing complexity of organizations and their external environments have resulted in a proliferation of colleagues and audiences who need to be kept informed. The explosion of information technology has not reduced the emphasis on written communication; rather it has added additional issues of concern to writers since the mediums for communications have increased in number and complexity.

    Approaching writing as we approach business problems

    Writing is not simply the process of putting words on paper (or a computer screen). Writing is situational. Writing is persuasion and therefore requires the kind of analysis that you would apply to almost any other managerial problem. You must analyze the situation; it requires understanding your audience, understanding timing, and understanding the culture of the group you are trying to influence. Thus effective writing involves analyzing and planning as well as doing.

    When to Write

    Writing should serve a purpose; if there isn't a purpose for writing a piece, it shouldn't be written. Excessive communications can be like pollution and can be a tremendous drain on an organization. We should make sure we have asked the critical question of whether the memo, letter, or report should have been written at all. You might ask yourself the following questions:

    The Biggest Problems

    A recent survey published in the Wall St. Journal identified the ten most critical business writing problems (Wall St. Journal, April 2, 1995):
    1. poor organization; this is the biggest problem;writing without a plan is like a pilot without a clue about where he is going; failure to lead a reader through a document is a recipe for being misunderstood and ignored; documents lacking organization usually fail to either inform or persuade
    2. spelling and capitalization
    3. grammar and punctuation: occasionally missing a comma or hyphen doesn't usually cause problems but watch out. This grammatical error cost a company a lot of money:" I need the six foot long rods..."
    4. misused words: (most might not be bothered by mistaking continuous for continual but try to use the right word); also don't use words you aren't comfortable with
    5. redundancy: try to cut down on repeating your thoughts
    6. hedging: weasel words and phrases (phrases like "it is my understanding" drain your writing of authority)
    7. lengthly paragraphs: this is an invitation for a reader to stop reading
    8. lengthly sentences: again the reader is likely to be put off
    9. passive language: (instead of "it is recommended" use "I recommend")
    10. inappropriate tone: inappropriate tone can destroy a message
    This note will cover these issues in the following order:
    1. Pre-Writing: Quality of the analysis
    2. Appropriate persuasion strategy
    3. An effective introduction
    4. Organizing Facts and Ideas
    5. Tone, coherence, clarity, correctness, and punctuation

    1. Pre-Writing: Quality of the Analysis

    The key steps in analyzing a case are:
    1. define the key problem (keep problems separate from causes);
    2. describe the main dimensions of the key problem (what, when, where, extent);
    3. specify the cause or causes of the problem; and
    4. describe alternative ways of coping with the causes of the problem
    5. (if called for) outline the course of action you consider best
    It is important to formally separate the thinking form the writing process. In the thinking stage you deveop the structure you will use when you write
    Organizing your thinking
    • formulate a simple, one sentence statement of what the writing is about
    • write down a statement of purpose
    • make it interesting for the reader
    • ask yourself:
      • what is the real reason I am writing this;
      • what is the main idea I intende to convey
      • what response do I desire to eclicit from the reader
    An extensive discussion of techniques in analyzing a case can be found elsewhere and won't be repeated here. (see "A Model for Case Analysis")

    2. Appropriate Persuasion Strategy

    Every piece of writing is a form of persuasion. The writer has an array of tools available to persuade or influence and decisions must be made about what approach might best accomplish the goals of the persuasion. Choices will have to be made among the many possible ideas to present, the comparative emphasis on various arguments, the type of reasons and supportive material used, the establishment of credibility, etc.

    In everyday, face-to-face interactions, we would rarely act in a way oblivious of the individual we were interacting with and the circumstances surrounding the interaction. Written communication should follow a similar approach.

    As in any act of persuasion, the circumstances will determine which strategies or tactics we might choose. The approach to persuading another person will be a function of the relationship of the two people, the message itself, and the time frame involved.

    There is no universal prescription for problem solving but there are various approaches that seem to work well. In a particular situation, there may be more steps than listed below, but there is a pretty good chance that each of the steps below should be found somewhere in your analysis.

    In general, it is best to think inductively but write deductively. Deductive logic involves starting with a conclusion or generalization and drawing particular implications from that generalization. Inductive reasoning follows the reverse order; it moves from the particular to the general. It leads to a conclusion rather than drawing from a conclusion.

    In analyzing most business problems, we want to think inductively. We don't want to start with a conclusion; rather we want to analyze information and eventually reach a conclusion.

    However, when we write, we generally want to follow a deductive pattern. Even though we have thought about an issue inductively, we want to write about it deductively. We want to state our main point, our generalization (or conclusion), up front.

    Many writers are uncomfortable with this; they would prefer to carefully describe the purpose of the writing, the methodology, and carefully state the conclusion only after careful elaboration of the information that led to it.

    For the writer, this approach makes a lot of sense; the writer knows the conclusion. But for many readers, it is only the conclusion and its implications that may be of interest. There is a good chance that this reader may not stay around long enough to find out the conclusions if it is written in an inductive fashion rather than a deductive manner.

    Assuming you are clear about your intended message, consider the following issues:

    Making a Written Analysis Convincing

    Try to avoid loaded or charged words that beg the conclusion. In all communications we have to make assumptions, but where appropriate point out where you are making assumptions or inferences rather than trying to bury them. Other problems include:

    3. A Strong Introduction is Critical

    The opening paragraph probably deserves more thought than any other part of your document. Many readers will not read beyond your first paragraph. It is critical that your opening paragraph convey a lot of information and effectively persuade the reader to go farther. In essence, writing opening paragraphs is like many managerial endeavors. The lack of a clear purpose, identified up front, will cause failure.

    The reader must perceive quickly what the benefits are of reading the document. Few readers will go through a document to find its real message; if the purpose isn't evident up front, the document will not be read.

    In addition, a weak opening paragraph will cause the document to lose impact. If a reader has an incorrect or vague notion of the main point of the document, there is a good chance he or she will misunderstand much of the information that follows.

    Common Errors in Introductions

    Writers sometimes want to lead the reader through the tortured process that led to a conclusion. This approach might work for a mystery or suspense novel but in business, we read for information and the reader will resent every moment wasted.

    Other problems include:

    In general, put yourself in the shoes of the intended readers, when you begin. You see the whole picture and how all the points relate to each other. The reader will not. They will see your material in a linear sequence, although you may see it as a more complex form.

    Requirements of a Good Opening

    While openings will vary as a function of the nature of the message, the amount of controversy and surprise involved, and the audience, there are some generalizations we can make.

    The opening should clarify the nature of the subject to be discussed and at least in a general way, point toward the conclusions, recommendations, or findings set forth later. This may not include an outline or listing of all the main ideas, but should make the purpose perfectly clear, specify the principal issues or questions you will address, and give the reader a general notion of the basic approach and conclusion.

    The above is a minimum requirement opening and is sometimes not enough. You may need a more complete opening including:

    Getting Started

    Assume you have done a case analysis and have pages of ideas and information you want to convey. You have lived with the case for days and are overwhelmed with the notion of boiling all of your thoughts and recommendations down into an effective introduction. You need to do what writers have had to do for ages. You need to try to figure out what is the essence of the message. You might imagine a situation where you ran into your boss as you were about to go into an elevator and your boss asked you for the essence of your analysis; you only have 15 seconds. This is the essence of your opening.

    You might ask yourself, what does the reader need most to know; what if the reader is interrupted on page one and never gets back to the document; what is the minimum the reader needs to have learned?

    If your purpose is disclosing a new approach that may be helpful , your introduction might focus on mentioning the idea in a general way and indicate why it is important. If you are recommending a solution to a problem, you might state in general terms what the problem is and what way you are proposing. If you are evaluating work or a project previously reported, you might specify the work and indicate briefly the significance, feasibility, usefulness, integrity, or relevance.

    In general, introductions include three elements: the situation, the complication, and the resolution.
    Consider this example. "For most of us, the two most formidable purchases in life are the house and the car. (situation) But while buying a house is usually a thrilling experience, buying a car is often a chilling experience, approached with the apprehension usually reserved for root canal surgery. (complication) But the car purchase experience needn't be traumatic. If you know what you want, do your homework, and plot a bargaining strategy, you can buy a car and drive away without feeling that you have just been mugged." (resolution) (Boston Globe, 3/3/93)


    4. Organizing Facts and Ideas

    (this section draws heavily on Professor R. Millen's handout on "The Triangle Principle")
    It is impossible to read a written communication with comprehension unless one fact is tied to another. Imparting a sense of direction or movement is critical since disorganization can destroy any message. This section assumes you already have a strong beginning and that you have paid attention to the rules of persuasion. Organizing your ideas takes some time but it beats a stream of consciousness approach. People have different ways of organizing a list, but some order is needed. Two formats for organizing the memos you will prepare in this course are described in this section. These structures are commonly employed, but are not the only formats possible.

    Writers often wonder what to put first. Should it be their main argument or the rationalization for that argument? For example, suppose you have this series of items:

    1. Last week four secretaries complained of overwork.
    2. We've hired two new managers.
    3. We have three new accounts.
    4. One of the typists just left to have a baby.
    5. For these reasons, we should consider adding four people to our support staff.
    Organizing these items deductively: Deduction follows a line of thought to a "therefore" conclusion. Arranged deductively, the earlier items would be ordered chronologically, as follows:
    Last week four secretaries complained of overwork. Also, we've hired two managers and we have three new accounts. Finally, one of our typists just left to have a baby. For these reasons, we should consider adding four people to our support staff.

    Organizing these items Inductively: You could also structure the items according to an inductive line of reasoning. Induction makes a statement of inference (or conclusion) on the basis of the supporting reasons that follow it. When you state an argument chronologically, you often include irrelevant information. When you put your "therefore" conclusion first, the reader can evaluate all the information that follows it in light of your main point. To illustrate:

    Example 1-Revised-An Inductive Approach:
    We need to add four people to our support staff for several reasons. First, last week four secretaries complained of overwork. Also, we've hired two new managers and we have three new accounts. Finally, one of our typists just left to have a baby. Why don't we call the agency to arrange for some interviews?

    This structure avoids the guessing game that occurs when you put your main point at the end. "Why are you telling me this?" asks the reader who hasn't read the ending.


    In general:

  • State your main idea as soon as possible.
  • Follow with a rationale or supporting details.
  • Avoid historical background unless it's relevant This inductive approach is appropriate whenever you have a point of view or opinion you want to present persuasively. The point of view is stated at the top of the triangle, followed by a logical progression of specific reasons and examples. The more facts you use to support your position, the more persuasive the memo will be. This is the format:
    1. Point of view or conclusion
    2. Reasons
    3. Examples to support reasons
    4. Summary of point of view or action desired
    As another example, consider the following:
    Example 2-Original After a great deal of thought, I've concluded that it's about time we bought respirators for each employee and made it a safety requirement that each employee wear one. I think such an investment would boost morale and cut down on absenteeism and sick leave. Also, employees have warned us about their low morale and the retaliatory measures they'll take through their union if adequate relief isn't offered. If we can correct this situation, it would be good public relations.

    The writer of this memo relies more on personal feeling than facts and is therefore weak. Also, the writer's vagueness provokes several questions. For example:
    1. How much respiratory-related illness is there?
    2. How does the writer know morale in general is low? How many workers have threatened to leave?
    3. What has the union threatened?
    When you organize according to a plan, you avoid rambling. When you have many reasons to support your argument, you want to organize them into two or three general categories. In this case, everything relates to either employee or company benefits. The resulting memo would look like this.

    Example 2-Revised
    We need to buy respirators and make their use mandatory for all employees for these reasons:
    1. Employee Benefits
      • Health-respiratory-related illness has gone up 27% during the past two years.
      • Morale-a recent survey shows that 12% of the workers are thinking of leaving the firm because of health impairment.
  • Company Benefits
    • Production increase-as absenteeism decreases, our profits will go up 7%.
    • Avoidance of union action-a strike, threatened for May 3, can be averted if we buy the respirators by April 28.
    • Public relations-articles in local publications about our attempts to improve health standards will help change the poor image we now have.
    Let's get together by March 10 to discuss brands and prices of respirators.

  • Example 3: Problem-Analysis-Solution

    Sometimes we are trying to alert readers to a problem they should avoid or should correct. Yet we hide the problem in verbiage so dense that the reader never finds it. Often, this happens because the ideas are ordered chronologically. We tell a bedtime story, a "once upon a time" tale. Mixed in with the excess story telling is a hidden message. We can state it more clearly if we describe the problem, its analysis, and its solution. For example, consider the following:

    Example 3-Original

    The ABC project team, which was appointed on August 14, has completed its analysis of the 1993 Automotive Review. It prepared its work plans, which outline tasks and man- day estimates; it recommended task force members; and it proposed an implementation schedule for each work plan.. A copy of each of the preliminary work plans is attached for your inspection.

    I fully recognize the need to move forward in correcting the problems pointed out by the Project Team. However, the 744 man-days of work needed according to the report would make meeting the October 20 beginning date difficult, since all personnel are currently involved in other tasks. By shifting priorities and working on only two work plans concurrently, the Automotive Section can provide the necessary support to meet the implementation schedule in the report. Additional clerical staff would have to be provided also.

    MIS would have to allocate resources to the project that are now committed to 30 other projects. Several of these are critical to accomplishing our goals for next year. To continue these and to begin the new schedule, MIS will need a minimum of one additional analyst. A possible alternative is to authorize one MIS analyst from the 1994 budget.

    Barney Baker is in favor of the project and the changes I suggest. Please get back to me by the end of the week to discuss it.

    Example 3-Revised (Problem-Analysis-Solution Format):
    We have a problem concerning the ABC project teams's analysis of the 1993 automotive review. Their work plans outline tasks and schedules adding up to 744 workdays (see attached copy). To begin the project on time, however, other critical work would suffer.

    To solve this problem, I suggest taking these measures (Barney Baker agrees):

    1. The automotive section should shift priorities and work on only two plans at the same time.
    2. We should hire extra clerical personnel.
    3. MIS should allocate more resources from 30 other projects. Also, it should hire another analyst for this work, possibly authorizing one from the 1994 budget.

    Final Review

    Many writers use a kind of mental checklist of questions concerning the coverage and arrangement of topics; some typical questions are:

    Thesis Statement: Major assertion
    Main Idea 1.(most important point)
  • support
  • evidence
    Main Idea (2)
  • support, reasons
  • evidence etc.
  • Be sure that each point has as much support as would be needed to convince a reasonable person
  • Be sure that the point above is the sum of the points beneath it
  • Check to be sure that there are no missing links
  • Be sure you are not overproving or underproving points

  • 5. Tone, Coherence, Clarity, Punctuation, etc.

    Tone

    Even writers whose ideas are excellent may irritate and offend if the tone isn't effective or appropriate. A phrase that seems innocuous to you (eg. "you allege", or "you say") may be perceived as offensive to another. In everyday conversations this can happen but we can immediately take action to correct a misunderstanding and we can observe many possible cues for the errors—the other person's face, reactions, tone, body language. In written communication, we don't get this immediate feedback, so we have to pay particular attention to tone to decrease the chances of misperception. The following list identifies some points to think about in creating the proper tone.

    Coherence

    "When you have found your idea..write it down as nearly as possible as you would express it in speech; swiftly, un-self-consciously without stopping to think about the form of it. Revise it afterward."

    People who speak coherently do so not by memorizing rules but by learning through trial and error how to put their thoughts together. People who write well follow a similar process; they think through their ideas and then let these ideas flow .

    The following are some tests writers use for coherence, readability, and clarity


    Correctness

    If you are effective in all of the areas above, should it really matter if your writing is grammatically perfect? Perhaps not, but correctness can save you from having to deal with people who take this kind of thing seriously. For some people, errors will affect their perception of the content of your ideas. And of course, in some cases errors can undermine clarity.

    All languages constantly go through changes and English, like any language, is constantly being affected by sub-dialects. What is considered vulgar today sometimes becomes standard tomorrow. There are rules and there are rules. You will meet some "grammarian police," who will tell you, for example, that George Bush's question in the 1992 election "Who do you trust?" should really be "Whom do you trust?" Most of your readers won't care but some may.

    Punctuation

    Check carefully for punctuation and pay particular attention to the following common errors:

    The Male/Female Issue: Some traditional writing practices in this area are no longer acceptable. While we need not go to ridiculous extremes in eliminating discrimination, some changes are in order:

    Unorthodox sentences: It is now acceptable to begin sentences with "And", "but", and "so", as we do with "however" or "yet." Sometimes it is appropriate to write sentences without subjects and verbs (eg. "Under what authority?"). Fragmented sentences can be useful to emphasize a point.

    Sentence Length: A sentence 100 words long could be grammatically and syntactically correct but it would be hard to justify in terms of readability. Restrict sentences to a single idea; don't try to pack too many thoughts in one sentence.

    Finally, the following lists some errors commonly found:
    • company's (wrong: "the companies policy"... (correct) "the company's policy
    • "their" for "there" or vice versa
    • "affect" and "effect" (Usually "affect" is a verb ("How will the strike affect us?") and "Effect" is usually a noun (What will be the effect of the new plan?")
    • "its" and "it's" (It's Friday-it is Friday; the company and its personnel (its is a possessive))
    • run on sentences (wrong: Ms. O'Grady is a capable manager, her credentials are excellent; right: Ms. O'Grady is a capable manager; her credentials ...)
    • use of "of" instead of "have" (wrong: He should of done that..... right: He should have done that)
    • "loose"/"lose" (wrong: He will loose his job.... right: He will lose his job

    Readability

    It is useful to think that your reader is busy, easily distracted, and will look for any reason to gloss over your document. To reduce the likelihood of this happening, make your document as readable as possible. To do this:

    Appendix 1: A Writing Checklist

    Pre-writing
    ___Before I wrote anything, I did the problem analysis; I was careful not to come to premature solutions
    ___I focused on identifying the key problems in the case: they are....
    ___I tried to identify why I thought it was a problem, the key stakeholders, the causes of the problem
    ___I applied appropriate theories to the analysis
    Audience
    ___I thought about what the reader knows
    ___I used a tone appropriate for the audience; I used appropriate words
    ___I paid attention to the format requirements
    Introduction
    ___I identified the key problem in the introduction
    ___I provided a road map for the reader; the reader knows exactly where this is going
    ___I gave the reader a strong rationale for wanting to read the paper
    Paragraphs
    ___I checked to see that each paragraph has a topic sentence and each paragraph has grouped sentences
    ___Paragraphs are not too long
    Organization
    ___There is a flow to my argument
    ___I used transition sentences between paragraphs
    Correctness
    ___I checked for common errors such as "there" and "their" and "affect" and "effect"
    ___I have no run-on sentences
    ___I checked for spelling but didn't assume "Spell Check" would pick up all of the errors
    Conclusion
    My conclusion reinforces my main thesis or main point in the conclusion
    Readability
    ___I used "my own voice"; I didn't use awkward words that I wouldn't use in speech
    ___My paragraphs were about the right length
    ___Where helpful I used headings and subheadings