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Course: BF10: Principles of Business and FinanceObjective: NC CTE 1.03: Write internal and external business correspondence to

convey and obtain information effectively. (CO:016) (CO:088) (CO:089) (CO:090)

Unpacked ContentA) Explain the nature of effective written communications (CO:016) (CS)

1) Types of written communication used in business.2) Characteristics of effective written communication.

B) Select and utilize appropriate formats for professional writing (CO:088) (CS)1) Define the term format.2) Criteria used to determine the appropriate format for professional writing.

C) Edit and revise written work consistent with professional standards (CO:089) (CS)1) Aspects of the revision process

a) Rereading for meaningb) Addingc) Rearrangingd) Removinge) Replacing

2) Criteria used when revising written work a) Logical sequencingb) Appropriate word choicec) Effective transitions

3) Criteria used when editing written worka) Proper sentence structureb) Appropriate punctuationc) Correct spelling

D) Write professional e-mails (CO:090) (CS)1) Characteristics of professional e-mails

a) Specificb) Concisec) Clear

2) Information that should be included in a professional e-mail signature.3) Different commands used to send outgoing messages

a) Reply allb) Carbon copy [CC] c) Blind carbon copy [BCC]d) Subject line

E)

BF10 Principles of Business and Finance Summer 2017 40



ResourcesExplain the nature of effective written communications (CO:016) (CS)Online/ Software:

Drew, M. (n.d.). What is written communication? Retrieved June 18, 2012, from http://smallbusiness.chron.com/written-communication-business-2935.html

Grigsby, J. (2009). Effective written business communication. Retrieved June 18, 2012, from http://www.ppt2txt.com/r/9365cd88/

Hidden, A. (2008). Business writing—Ten pro copywriter tips for more effective written communication. Retrieved June 11, 2012, from http://ezinearticles.com/?Business-Writing---10-Pro-Copywriter-Tips-For-More-Effective-Written-Communication&id=1284218

Juneja, H. (2008, November 11). Written business communication. Retrieved June 18, 2012, from http://ezinearticles.com/?Written-Business-Communication&id=1742649

LePage, K. (2010, June 1). Written methods of business communication. Retrieved June 18, 2012, from http://suite101.com/article/written-methods-of-business-communication-a243239

Miller, T.L. (n.d.). Ten tips for more effective business communications. Retrieved June 11, 2012, from http://www.klariti.com/business-writing/10-Tips-Effective-Business-Communications.shtml

Mind Tools. (1995-2012). Writing skills. Retrieved June 11, 2012, from http://www.mindtools.com/CommSkll/WritingSkills.htm

Mize, S.R. (2012). Business writing: Four highly effective business written communication tips. Retrieved June 11, 2012, from http://ezinearticles.com/?Business-Writing---4-Highly-Effective-Business-Written-Communication-Tips&id=2378628

Smith, E. (n.d.). The Importance of Good Business Letter Format. Retrieved January 5, 2016, from http://smallbusiness.chron.com/importance-good-business-letter-format-23826.html

Textbook(s): Bailey, L.J. (2007). Working (4th ed) [pp. 213-215]. Mason, OH: South-Western Cengage Learning.

Bovée, C.L. & Thill, J.V. (2008). Business communication today (9th ed.) [pp. 120-135]. Upper Saddle River, NJ: Pearson Prentice Hall.

Clark, B., Sobel, J., & Basteri, C.G. (2010). Marketing dynamics: Teacher’s edition (2nd ed.) [pp.676-680]. Tinley Park, IL: Goodheart-Willcox Company, Inc.

Dlabay, L.R., Burrow, J.L., & Kleindl, B. (2009). Intro to business (7th ed.) [p. 137]. Mason, OH: South-Western Cengage Learning.

Farese, L.S., Kimbrell, G., & Woloszyk, C.A. (2009). Marketing essentials


http://smallbusiness.chron.com/importance-good-business-letter-format-23826.html

http://smallbusiness.chron.com/importance-good-business-letter-format-23826.html

(pp.187-189). Woodland Hills, CA: McGraw-Hill Glencoe.Roberts, S.J. (2012). Fundamentals of business communication (pp.

28-29). Tinley Park, IL: The Goodheart-Willcox Company, Inc.Rue, L.W. & Byars, L.L. (2006). Business management: Real-world

applications and connections (pp. 210-215). Woodland, Hills, CA: McGraw-Hill Glencoe

LAP: NoneSelect and utilize appropriate formats for professional writing (CO:088) (CS)Online/ Software:

Bedford/St. Martin’s. (n.d.). Model documents gallery: Business and technical writing. Retrieved June 11, 2012, from http://www.bedfordstmartins.com/modeldocs/business.htm

The Chicago Manual of Style Online. (2010). Chicago-style citation quick guide. Retrieved June 18, 2012, from http://www.chicagomanualofstyle.org/tools_citationguide.html

Hagemann, J., & Danley, L. (2002-2008). A brief guide to professional writing. Retrieved June 11, 2012, from http://www.dpg.devry.edu/PDFs/Writing_Guide.pdf

Hirst, R. (n.d.). Professional writing style. Retrieved June 18, 2012, from http://www.designsensory.com/pws/index.html

Purdue Online Writing Lab. (1995-2012). General APA guidelines. Retrieved June 18, 2012, from http://owl.english.purdue.edu/owl/resource/560/01/

Siege, A. (2009, August 5). Writing it right—Why the words and format matter in business. Retrieved June 11, 20129, from http://ventureneer.com/writing-it-right-%E2%80%93-why-words-and-format-matter-business

WriteExpress. (1996-2012). Business letter format tips. Retrieved June 18, 2012, from http://www.writeexpress.com/business-letter-format.html

Textbook(s): Bailey, L.J. (2007). Working (4th ed) [pp. 213-218]. Mason, OH: South-Western Cengage Learning.

Clark, B., Sobel, J., & Basteri, C.G. (2010). Marketing dynamics: Teacher’s edition (2nd ed.) [pp. 676-680]. Tinley Park, IL: Goodheart-Willcox Company, Inc.

Dlabay, L.R., Burrow, J.L., & Kleindl, B. (2009). Intro to business (7th ed.) [pp. 137, 160]. Mason, OH: South-Western Cengage Learning.

Farese, L.S., Kimbrell, G., & Woloszyk, C.A. (2009). Marketing essentials (p. 189). Woodland Hills, CA: McGraw-Hill Glencoe.

Kelly-Plate, J., & Volz-Patton, R. (2004). Exploring careers (4th ed.) [pp. 205-207]. Woodland Hills, CA: McGraw-Hill Glencoe.

Locker, K.O. (2000). Business and administrative communication (5th ed.) [pp. 586-606]. Boston: Irwin McGraw-Hill.

Roberts, S.J. (2012). Fundamentals of business communication (pp.197-207). Tinley Park, IL: The Goodheart-Willcox Company, Inc.


Rue, L.W. & Byars, L.L. (2006). Business management: Real-world applications and connections (pp. 212-215). Woodland, Hills, CA: McGraw-Hill Glencoe.

LAP: NoneEdit and revise written work consistent with professional standards (CO:089)

(CS)Online/ Software:

The 5 Cs of Writing Business Letters, (n.d.) http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC6/18.five.Cs.pdf

Bright Hub. (2009, August 17). The writing process: How to edit. Retrieved June 11, 2012, from http://www.brighthub.com/education/k-12/articles/7570.aspx

Bright Hub. (2009, July 15). The writing process: Revision lesson plan. Retrieved June 11, 2012, from http://www.brighthub.com/education/k-12/articles/7568.aspx

Business Writing, (n.d.) Adapted from Chapter 2 of the LINC 5-7 Classroom Activities, Business Writing Volume 2, http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC5.pdf

Hale, A. (n.d.). How to revise, edit, and proofread your writing. Retrieved June 19, 2012, from http://www.dailywritingtips.com/how-to-revise-edit-and-proofread-your-writing/

Online Learning Center. (n.d.). Module 4: Planning, writing, and revising. Retrieved June 11, 2012, from http://highered.mcgraw-hill.com/sites/dl/free/0070958262/462504/loc958262_module04.pdf

Paul, H. (2012). Writing the business letter. Retrieved June 11, 2012, from http://www.acitesting.com/WRITING_BUSINESS_LETTERS.html

Purdue Online Writing Lab. (1995-2012). Revision in business writing. Retrieved June 18, 2012, from http://owl.english.purdue.edu/owl/resource/648/01/

The Writing Center. (2010-2011). Revising drafts. Retrieved June 19, 2012, form http://writingcenter.unc.edu/handouts/revising-drafts/

Textbook(s): Bailey, L.J. (2007). Working (4th ed) [p. 215]. Mason, OH: South-Western Cengage Learning.

Bovée, C.L., & Thill, J.V. (2009). Business communication today (9th ed.) [pp. 150-163]. Upper Saddle River, NJ: Pearson Prentice Hall.

Farese, L.S., Kimbrell, G., & Woloszyk, C.A. (2009). Marketing essentials (pp.188-190). Woodland Hills, CA: McGraw-Hill Glencoe.

Hyden, J.S., Jordan, A.K., Steinauer, M.H., & Jones, M.J. (2006). Communicating for success (3rd ed.) [pp. 16-19]. Mason, OH: Thomson South-Western.

Roberts, S.J. (2012). Fundamentals of business communication (pp. 160-167). Tinley Park, IL: The Goodheart-Willcox Company, Inc.

Rue, L.W. & Byars, L.L. (2006). Business management: Real-world applications and connections (p. 215). Woodland, Hills, CA:


http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC5.pdf


http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC6/18.five.Cs.pdf


McGraw-Hill Glencoe.LAP: NoneWrite professional e-mails (CO:090) (CS)Online/ Software:

Bauer, J., & Jerz, D.G. (2000-2011). Writing effective e-mail: Top 10 tips. Retrieved June 11, 2012, from http://jerz.setonhill.edu/writing/e-text/e-mail.htm#subject

Connor, P. (1993-2012). Writing business email. Retrieved June 11, 2012, from http://writing.colostate.edu/guides/documents/business_writing/business_email/

Emailreplies.com. (2001-2010). Email etiquette. Retrieved June 11, 2012, from http://www.emailreplies.com/Index.html

Mann, M. (2005, September 19). Writing sensible email messages. Retrieved June 11, 2012, from http://www.43folders.com/2005/09/19/writing-sensible-email-messages

Mitchell, S. (2012). How to write a business email. Retrieved June 11, 2012, from http://www.howtodothings.com/hobbies/a4548-how-to-write-a-business-email.html

Nordquist, R. (2012). Ten tips on how to write a professional email. Retrieved June 11, 2012, from http://grammar.about.com/od/developingessays/a/profemails.htm

Textbook(s): Bailey, L.J. (2007). Working (4th ed) [pp. 215, 218]. Mason, OH: South-Western Cengage Learning.

Bovée, C.L., & Thill, J.V. (2008). Business communication today (9th ed.) [pp. 180-186]. Upper Saddle River, NJ: Pearson Prentice Hall.

Clark, B., Sobel, J., & Basteri, C.G. (2010). Marketing dynamics: Teacher’s edition (2nd ed.) [p. 683]. Tinley Park, IL: Goodheart-Willcox Company, Inc.

Dlabay, L.R., Burrow, J.L., & Kleindl, B. (2009). Intro to business (7th ed.) [p. 137]. Mason, OH: South-Western Cengage Learning.

Farese, L.S., Kimbrell, G., & Woloszyk, C.A. (2009). Marketing essentials (pp.189-190). Woodland Hills, CA: McGraw-Hill Glencoe.

Hyden, J.S., Jordan, A.K., Steinauer, M.H., & Jones, M.J. (2006). Communicating for success (3rd ed) [pp. 301-303]. Mason, OH: Thomson South-Western.

Kimbrell, G., & Vineyard, B.S. (2006). Entering the world of work (pp. 372-373, 377). Woodland Hills, CA: McGraw-Hill Glencoe.

Roberts, S.J. (2012). Fundamentals of business communication (pp. 175, 208-213). Tinley Park, IL: The Goodheart-Willcox Company, Inc.

LAP: None




Instructional ActivitiesExplain the nature of effective written communications (CO:016) (CS)

Activity Predecessor(s):

- Identify types of written communication used in business.- Explain the importance of neatness/accuracy when using

written communication in business.- Explain the importance of effective written communication.

Activity Objective(s): - Identify characteristics of effective written communication.

Teacher will:

- Distribute the handout,1.03 Five C's of Business Writing- Assign students to work in pairs and discuss the faults and

suggestions of improvement to the letter within the handout based on the questions.

- Have students to retype the letter so that it is clear and concise, complete and correct.

Students will:

- Work in pairs to discuss the faults and suggestions to improve the letter based on the questions in the 1.03 Five C's of Business Writing handout.

- Use MS Word to rewrite the letter in the 1.03 Five C's of Business Writing handout so that it is clear and concise, complete and correct.

File(s): 1.03 Five C's of Business Writing

Deliverable: Rewritten letter in the 1.03 Five C's of Business Writing handout.

Select and utilize appropriate formats for professional writing (CO:088) (CS)


- Define the term format.- Discuss the importance of utilizing appropriate formats for

professional writing.- Identify criteria used to determine the appropriate format for

professional writing.- Describe purposes of different forms of professional writing.- Identify specific audiences for different formats of

professional writing.- Demonstrate procedures for selecting and utilizing

appropriate formats for professional writing.Activity Objective(s):

Demonstrate procedures for selecting and utilizing appropriate formats for professional writing.

Teacher will:- Distribute a copy of 1.03 Choosing the Right

Communication to each student- Have the students to write an example of the first scenario

written as a Memo, Letter and Email.


Students will:

- Complete the 1.03 Choosing the Right Communication handout, choosing the correct method of communications for each scenario.

- Produce an example of a professional Email, Letter, and Memo, using the templates provided or researching the web for templates and formats.

- Use the rubric as a guide in completing their business documents

File(s): 1.03 Choosing the Right CommunicationDeliverable: Example of each: Memo, Letter and EmailEdit and revise written work consistent with professional standards (CO:089) (CS)


- Distinguish between editing and revising.- Discuss reasons to edit and revise written work.- Explain aspects of the revision process (e.g., rereading for

meaning; adding; rearranging; removing; replacing; etc.).- Describe criteria used when revising written work (e.g.,

logical sequencing, appropriate word choice, effective transitions, etc.).

Activity Objective(s):

- Explain criteria used when editing written work (e.g., proper sentence structure, appropriate punctuation, correct spelling, etc.).

- Demonstrate techniques used to edit and revise written work consistent with professional standards.

Teacher will:

- Distribute a copy of 1.03 Correcting a Business Letter to each student

- Will lead the students in a group discussion on how errors can confuse the reader and which errors in the letter were particularly confusing and why.

Students will:- Read the business letter found in 1.03 Correcting a

Business Letter.- Locate the seven errors and offer suggestions/corrections.

File(s): 1.03 Correcting a Business Letter

Deliverable: Suggested corrections to the letter found in the 1.03 Correcting a Business Letter activity


Write professional e-mails (CO:090) (CS) (MBA Guide page 5-101)


- Discuss characteristics of professional e-mails (e.g., specific, concise, clear).

- Explain the importance of exercising restraint when writing professional e-mails.

- Discuss reasons for editing professional e-mails prior to sending them.

- Identify information that should be included in a professional e-mail signature.

- Discuss the proper use of attachments in professional e-mails.

- Describe different commands used to send outgoing messages (e.g., reply all, carbon copy [CC], blind carbon copy [BCC], etc.).

- Demonstrate how to write professional e-mails.

Activity Objective(s):

- Describe different commands used to send outgoing messages (e.g., reply all, carbon copy [CC], blind carbon copy [BCC], etc.).

- Demonstrate how to write professional e-mails.

Teacher will:

- Have students partner with a classmate- Distribute the 1.03 Exchanging Email Activity- Have students read and complete each of the five steps in

the 1.03 Exchanging Email Activity- Lead the students in a group discussion about the email

experience. (What did they or dislike about the assignment? Was this the most efficient way of communicating? What are some alternatives? Would the alternative methods be effective in the business sector?)

Students will:- Pair up with a partner and create a dialog via email using

the topics and five steps flowchart found in the 1.03 Exchanging Email Activity

- Forward the final string of dialog to their teacherFile(s): 1.03 Exchanging Email Activity

Deliverable:Final dialog from the 1.03 Exchanging Email Activity forwarded to teacher or per teacher’s preference, i.e. cc, bcc, reply all.


1.03 Five C's of Business Writing

A good business letter is always written with the reader in mind. The writer considers: Who will be reading the letter?What is the purpose or objective in writing to this person or group (to inform, to persuade, or to instruct)?What is important to this reader?What do you expect the reader to do in response to this memo or report?

Knowing the 5 Cs of business writing can help you write effectively. Your correspondence should be:

• Clear: Make sure your purpose and intent is clear to the reader. Understand your audience.• Concise: Make sure are not too wordy. Keep all communication concise and to the point• Courteous: Address the reader politely. Use expressions such as: “please and thank you”.• Complete: Include all the information the reader needs to have.• Correct: Edit and proofread so that it has no grammar, spelling and punctuation error.

Directions:1. The letter below does not follow the 5Cs of business writing. With a partner, discuss the faults and suggestions of improvement to the letter based on the questions.

1. Is the opening statement clear? If not, how would you change it so that it is clear?2. Is the information complete? If not, what is missing?3. Are the sentences concise? If not, what words would you eliminate to make them more concise?4. Is the message courteous? If not, which sentence would you change?5. Is the letter correct (free of grammar, punctuation and spelling errors)? If not, what should be corrected?

2. Working independently, use MS Word to rewrite the letter above so that it is clear and concise, complete and correct.

Adapted from http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC6/18.five.Cs.pdf




1.03 Choosing the Right Communication

Directions:1. Look at the scenarios below. Selecting from the choices of communication methods

(A) through (E), decide on the most appropriate way(s) of communicating the message. In some cases, more than one method of communication may be appropriate.

A. by memoB. by letterC. in personD. by emailE. by phone

Method(s) ScenariosThe personnel manager wants to inform all staff that there have been changes to the company benefits package. Staff can find information about the changes on the company website.The Human Resources department wants to inform the staff that the company is offering free English as a Second Language classes three times a week during the lunch hour.The administrative assistant needs to arrange a meeting between a client and two members of the design department.The manager is going to a conference in another city. She would like her assistant to book the flight and hotel.There is a new company policy. No one is allowed use of the internet, cell phones or other electronic devices for personal reasons while on duty.The accounts receivable clerk has not received payment from a customer. The invoice is now 90 days overdue.An employee wants to invite co-workers to a surprise luncheon for their supervisors’ birthday.Some staff members have been leaving dirty dishes in the lunchroom. The administrative assistant wants to remind everyone to clean up after themselves.An employee would like to request a three-month leave of absence to take care of a family member who is very ill.The personnel manager wants to inform a staff member that she will be receiving a pay increase effective next month.

2. Using the business documents templates on the next page; provide one example of a professional Memo, Email, and Letter, using any of the scenarios above. (You can use real or fictitious names of people, places, products and companies).


1.03 Choosing the Right Communication (continued)

Email MessageFrom: Cc:To: BCC:Subject: Attachment:

MemorandumFrom:To:Subject:

Business Letter


1.03 Business Documents Rubrics

Use the following rubric as a guide in completing your business documents

EmailContent Format

To (10 maximum points)From (10 maximum points)Subject (10 maximum points)Attachment (15 maximum points)Cc (10 maximum points)Body (30 maximum points)Signature (15 maximum points)Total Maximum Points - 100

MemorandumContent Format

Date (10 maximum points)To (10 maximum points)From (10maximum points)Subject (10 maximum points)Body (60 maximum points)Total Maximum Points - 100

LetterContent Format

Letterhead (10 maximum points)Date (4 maximum points)Inside Address (10maximum points)Salutation (10 maximum points)Title/ Reference Line (6 maximum points)Introductory Paragraph (10 maximum points)Body (20 maximum points)Closing Line/Paragraph (10 maximum points)Signature Line (6 maximum points)Complimentary Closing (6 maximum points)Enclosure Notation (4 maximum points)Copy Notation (4 maximum points)Total Maximum Points - 100


1.03 Correcting a Business Letter

Directions:The letter below has seven errors in the usage of verb tense. Use the MS Word Review Feature called Track Changes to make/offer suggested edits. If you are unfamiliar with the MS Word, Track Changes, you can underline the errors and type your suggested corrections beside the error in parenthesis.

Adapted from Chapter 2 of the LINC 5-7 Classroom Activities, Business Writing Volume 2, http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC5.pdf




1.03 Correcting a Business Letter KEY

Directions:The letter below has seven errors in the usage of verb tense. Use the MS Word Review Feature called Track Changes to make/offer suggested edits. If you are unfamiliar with the MS Word, Track Changes, you can underline the errors and type your suggested corrections beside the error in parenthesis.

January 25, 2014

Maher Gupta, Patient Relations OfficerHarnett Medical Center77 Health CircleLillington, NC 27546

Dear Mr. Gupta:

I write (I am writing) on behalf of my mother who is (was) a patient in the Intensive Care Unit at Harnett Medical Center from January 2nd to January 10th of this year. While she stayed (While she was staying) in the hospital, one of the cleaning staff accidently throwed (threw) her hearing aid in the garbage. The nurse manager in ICU was telling me (told me) that I should contact you about getting the hearing aid replaced. The nurse manager also has told (told) me that the hospital would pay for the replacement.

Please send me the necessary forms so that I can begin this process as soon as possible because my mother have great (has or is having) difficulty hearing without her hearing aid.

Sincerely,

Christopher Lane

Adapted from Chapter 2 of the LINC 5-7 Classroom Activities, Business Writing Volume 2, http://www.settlementatwork.org/lincdocs/linc5-7/business.writing/pdfs/bus.writing.LINC5.pdf




1.03 Exchanging Emails

Instructions: Read the steps below and exchange emails with a partner. Each student will forward to your teacher via email, the final/full string of dialog from your email correspondence. You will be graded based on your individual contributions to the dialog. You and your partner will work on the same step of the process at the same time. One team member will start the email exchange for step 1 and alternate responses for the remaining steps with their partner.

Step 1You are working with your partner on a project for this class. You think you may need more information to move forward on the project, so you want to meet. Write an email suggesting a meeting. Include a possible time and place to meet, and mention the topic you want to discuss. Exchange emails.

Step 2Respond to your partner’s email. Agree to meet, but suggest another time. Give a reason. Exchange emails.

Step 3Respond to your partner’s email. Give the reason why you are not available at the suggested time. Propose an alternative time to the one your partner suggested. Exchange emails.

Step 4Agree to the new meeting arrangements. Offer to bring something (i.e. snacks, coffee or some sweets). Exchange emails.

Step 5Respond to your partner’s email. Confirm the arrangement.

Submit the final email thread to the teacher per teacher’s instructions.
