Summary of Workshop Two: Organisation and PlanningIn this workshop we looked at different ways of planning information in a memo. It is important to plan at the global level -
to see the whole - as well as at the level of words and sentences.
We looked at the importance of having some initial structure, such as the pyramid model, but also of the need to adapt structures in practice according to the specific situation. The memo writing exercise stressed the importance of selecting and combining pieces of information. The sequencing of information matters. The use of effective subject lines, keywords and the balance between informing and motivating language was also discussed.
Planning WritingIf a situation is well known and we have used similar communication before, we usually write quickly and have few problems with content and language. This is the case with short request memos and emails that we write every day. Our writing in these situations becomes so predictable and rehearsed that we almost do not think about it.
But what about writing in an unfamiliar situation involving new information? Before actually writing anything new, we usually have to do some planning. This may involve a series of activities such as
selecting
prioritising
combining
grouping
sequencingpieces of information in order to get
a sense of the whole text before we write a single sentence.
In order to get this 'sense of the whole', we need to be clear about the writing situation we are in. It is often helpful to do some get-it-in-one planning. Before writing anything new, try to complete the four missing blanks in this sentence:
'This memo/letter to _______________(audience) is to ______________ (purpose) about ___________________ (topic) so that ___________________ (outcome or
'uptake').'
Doing this can help you to focus on the overall situation and the type of communication required. This is often better than struggling to think of a first line.
Thinking Global: Three Types of Planningi.
Bullet planning: make a short and concise plan of the whole text in key words and phrases. Try to see in advance the sections of the whole text, even if the final product will not have headings. Memos, for example, often work on the basis of three sections - 'big news', supporting details, action request - and reports may have six or more sections - summary, introduction, background, findings, evaluation, conclusions/recommendations. This kind of planning helps you to identify the essential words (eg 'feedback' in the web training memo) which you will use in the subject line, the first paragraph and probably again at the end of the text.
ii.
Strategy planning: make a plan of the key words and phrases in the text in the order in which you want readers to get them. Identify a strategy for the communication, how one idea leads to another. As writing is a visual as much as a mental activity, the order in which readers get information does matter. See the two examples in the manual, pp. 18-19. The arrows indicate the 'flow' of information in each text.
iii.
Visual Planning: make a plan of your whole text as a diagram or using boxes/circles to get a sense of the whole. This may be 'brainstorming' or more linear planning. Working in this visual way frees you from the urge to write sentences and encourages you instead to think in terms of key words and ideas. This is particularly useful if you have a lot of information to organise or a lot of data which needs to be summarised or selected.
Remember that the visual impact of a whole text does matter (see p. 21 in the manual) so it can help if you plan in a visual way too. This approach may identify, for example, places where bullet points might be effective in a text.
Spending Time on PlanningSpending quality time on planning what you write can make all the difference! It can help you to:
* get a sense of 'the whole'* focus on the audience, purpose, topic and intended outcome* organise and group together the key ideas, filtering out unnecessary items* identify the essential or 'signature' words for the whole text* plan the visual layout* devise a strategy for the textSelecting Information: Some TipsIn the workshop the memo involved selecting a small number of items from a long random list. It would be easy to over-load the memo with too many details. What should you look for when selecting information?
1. Look for items that you can
combine because they have a smilar effect or meaning. Then choose the best one or mix them together. Look for words that will have the strongest impact.
2. Look for
threes. Three points in a paragraph are easy for readers to handle whereas more than three can lead to overload or require extra explanation.
3. Look for ways of
connecting items together. An example is to connect by
time. In the web training memo, for example, you could link three points together by moving from past to present to future:
Past: one day seminar last year was very popular
Present: company has asked all departments to create web pages but few staff are trained and current computer training does not meet the need
Future: more and more communication will be web-based and the training will be good career development for staff
4. Look for ways of
linking the company context and the individual context. This does not have to be an explicit link. In the web training memo, for example, you could use separate sentences to
implicitly link the context of the company and the context of the individual staff member.
The organisation has declared its intention to expand its internet and intranet facilities in the coming year. However, at the current time there are very few web designers in the organisation and many staff listed 'web design' as a training need in the last appraisal.The order of sentences here links company policy and staff needs with the word 'However' doing the work. The link suggests that training is needed but without explicitly saying so.
5. Look for ways of including some
statitstical information, but don't overdo it! In the web training memo, for example, the fact that '60 people applied for 10 places' for a seminar is a persuasive fact. Remember that there are different ways of presenting a fact: 'a seminar held last year received six times more applications than places available' is just as effective.
6. Look out for
'hot' political information and phrase carefully or tuck away in the memo. In this workshop's memo, the fact that '20% of last year's training budget was unspent' is a 'hot' fact. It could either work for or against the Committee's aims. This fact could be 'tucked away' in the memo, perhaps using brackets, so that it appears less prominent. Or it could be rephrased so that it is implied, not stated:
The Committee is keen to see that XYZ staff benefit from the full training budget next year. Your feedback on this proposal is therefore highly valued and will help us to make a strong proposal in time for the next budget cycle. RequestsIn the workshop we also looked at various ways of making
requests in memos. Requests are better when they are clear, specific, polite and backed up by good reasons.
Preview: in the third workshop we will move on to letter writing and consider further issues of planning and organisation. The emphasis will be more on paragraphs and sentences. We will look at a writing situation involving communication between two NGOs. We will look at how to revise texts effectively and begin some exercises on editing. We will also look at bullet points - how to use them, when to use them, and when to avoid them!