What can the executive team do to reverse the downward spiral of employee morale and increased workload requiring overtime?
Final Examination Booklet Business and Technical Writing 1 Business and Technical Writing FINAL EXAM: AN INFORMAL PROPOSAL Purpose Your final project for the Business and Technical Writing course is worth 30% of your course grade and requires you to write an informal proposal in letter form. Your work must be your own. Important: Don’t submit your final draft for this project until you’ve received the evaluations of all your previous written exams, so you can make use of the evaluator’s comments to improve your final project. Preparation Before you begin this project, review pages 8–16 in Proposals and Special Projects, which is related to writing informal, internal proposals. Also study the differences between proposals and reports (like your field investigation report). Figure 3 shows the general style and basic format you’ll use for this final exam. Also review the formatting for a fullblock style business letter, covered in Writing Effective Communications. Review the explanation provided in each study unit related to writing style, tone, audience, word choice, grammar, spelling, and punctuation. Gather the brainstorming, freewriting, and graded exams you’ve already prepared for previous assignments about Phoenix Advertising. You’ll build on some of the details you developed and incorporate suggestions from the instructors evaluating your previous work. You’ll also have to brainstorm further in order to create facts, figures, names, numbers, analysis, and proof to support your plan of action in your proposal. 2 Business and Technical Writing Background Information Here’s a brief review of the scenario; also review the full information provided in the exam section of Organizing, Illustrating, and Researching Your Material. Phoenix Advertising, with its main headquarters in Charlotte, North Carolina, serves clients that include banks, insurance companies, and retail chains. You’re vice president of human resources management at Phoenix. You report directly to Gregory S. Forest, the company president. You’ve already investigated the branch and provided a report on the problems there and your recommendations for managing them (for study units Organizing, Researching, and Illustrating Your Material and Writing the Report). Mr. Forest has reviewed that report and now wants you to present to the executive team a specific proposal developing one of the recommendations you gave. Following are the primary problems covered in the scenario but also carefully review the underlying causes you discovered in your investigation (which you created from your imagination). In the last three months, two of the top management people— an art director and an account executive—have left the branch. Each left for a position with a competing agency. Three of the graphic designers and four of the copywriters are threatening to quit because they feel their creative efforts are being rejected or revised without consultation. They want to be part of a collaborative team, not produce work that the art directors and account executives evaluate arbitrarily. In an attempt to show increased profitability, the branch is accepting all potential clients without evaluating the accounts in terms of current project workload. As a result, without being given any notice and without compensation for the additional hours, all employees are working long hours several days each week. Employee morale and productivity seem to be decreasing with each passing day. Final Examination 3 Process Step 1 Choose one of the problems. Use your brainstorming notes and the investigative report for the recommendations you listed to solve that problem. Brainstorm further about the reasons for and causes of that one problem by delving even further into the “whys” of that problem. As you did previously, list several questions and review the answers you’ve discovered. Explore those answers in greater depth to determine the fundamental causes of the problem. (Think of the problem as a set of symptoms of an illness that you need to treat. What disease is causing the symptoms? What areas of the body are affected by the disease?) Step 2 Freewrite further on each recommendation you made in your investigative report for resolving this problem. Ask yourself questions about what must change, what you must make happen with the employees and departments at Roanoke to solve the problem so it won’t reoccur. Remember that your primary goal for the proposal is to revitalize the employees and departments in order to restore the Roanoke branch to full productivity. Use as a starting point any of the following that apply to the problem you’ve chosen: ■ What can the executive team do to reverse the downward spiral of employee morale and increased workload requiring overtime? ■ How can the executive team help the Roanoke branch retain its current clients and gain new ones? ■ Is training needed for employees and/or managers? If so, what types of training are required? How can the executive team accomplish training over time to minimize impact on business? ■ What can be done to streamline or reorganize the office procedures or to incorporate new technology to improve productivity? What training/support will then be needed to enable the office employees to embrace the changes and succeed? 4 Business and Technical Writing Make sure you’ve done enough exploring in Step 1 to guide your creative efforts toward the changes you’ll make in Step 2. You want to ensure permanent change, so you must understand the exact nature of the causes in order to develop a detailed, logical solution. Step 3 Wait a day or two before you review your prewriting, so you can return with fresh eyes to the project. Mark the information you’ll use in your proposal and freewrite as needed to develop your ideas on resolving the situation and accomplishing your goal. Break the overall plan into individual parts or actions so you can develop each step in the process separately, organizing a logical flow for each phase from beginning to end. ■ How much time is needed to accomplish each component or stage of your plan? ■ Are there steps that must be completed before another phase can begin? ■ How long will it take to complete each step? ■ How will it impact the daily operations of the branch and headquarters? Step 4 Now review the people at Roanoke and across Phoenix Advertising who you’ll need to accomplish each part of your plan. Your proposal must use people from within the company—don’t hire outside personnel. Create names and job titles as well as qualifications to fit your plan. Review your list of steps and for ask yourself: ■ Who at Phoenix Advertising and/or the Roanoke branch has the experience, training, and qualifications to achieve this stage of my plan? What proves he or she is the one for the particular phase? ■ What exactly do I want that person to do to accomplish this step? When? How? ■ Who oversees the implementation of each phase? ■ What progress reports must be provided to the executive team and when? ■ What’s my part in the proposed plan of action? Step 5 Your next step is to itemize the costs involved in accomplishing each component of your plan as you outlined it in Step 3. You may need to research current costs of additional employees, training/motivational programs, or technology. The Internet or even phone calls to representative companies in the Yellow Pages can provide useful information. Your figures should have some realistic basis. Remember to factor in costs such as the following: ■ The number of employees involved in each phase ■ The loss of employee time from completing regular obligations of current job ■ Any travel or materials/workbooks needed for training Create appropriate budgetary categories related to the stages of your plan. Establish an overall cost for each phase and within each phase itemize the different costs involved. Itemizing is important to provide clear support for your numbers and line items the executive team can review if the total cost for the proposal is too much for the company’s budget. Step 6 Organize your prewriting from Steps 1–5 using the following main headings: Introduction Background Proposal Schedule Staffing Budget Request for Authorization Final Examination 5 Business and Technical Writing Step 7 Following the outline in Step 6, write a 2–5 page draft of your proposal in letter format. Use single spacing (unless the format requires more spacing), bold for headings, and italics for subheadings. Introduction. Your Introduction is the only section not labeled with a heading. As your opening paragraph, it must begin with an interesting hook, contain your qualifications to prepare this proposal, and summarize the general problem and the benefits of your plan. Background. The Background section must persuade the executive team that a dire need exists. Summarize the field investigation of your chosen problem and describe the causes of that problem. Include specific numbers and percentages (facts and figures) with explanations to show how you determined each contributed to the problem. Your reasons must be based on the facts you uncovered, not the feelings of employees at the branch. End this section with a bulleted list of the key phases (stages) you’ll develop in the proposal section to solve the causes. Phrase each stage as a key action goal. Proposal. In your Proposal section, develop the steps needed to solve the problem. Use a phrase or word for each goal you listed in the Background section and italicize it. (You’ll use the same phrases or words in the Schedule and Budget sections.) Then write at least one paragraph for each goal, outlining what actions are involved in that phase. Develop detailed, clear-cut solutions to the underlying issues and causes you identified in the Background section. Schedule. Your Schedule section must use the italicized words to outline the phases described in the Background and Proposal. Use column format. Staffing. The Staffing section describes, in paragraph form, the specific people, their qualifications, and their assignments as related to each phase of the proposed solution. Budget. Your budget section must itemize the primary steps of your plan. Use a table format with your own headings for each column. The first column will use the phases from the 6 Final Examination 7 project outlined in the Proposal and Schedule sections. Be sure to show under each major phase the related costs for accomplishing it. Request for Authorization. The Authorization section must suggest a time frame for approval of your plan. Since this section is also the last thing the executive team will read, persuasively provide assurance that your proposal will achieve your goal. Summarize the problems and describe the benefits of your plan for Roanoke branch, their clients, and Phoenix Advertising as a whole. Step 8 As you write, follow the ABC’s for constructing your paragraphs. Allow your first draft to sit for several days before you revise it. During that time, review those sections of the study units discussing various aspects of writing, revising, and editing, such as ■ Correct, varied construction of sentences ■ Coherence ■ Appropriate word choice for purpose and audience ■ Grammar, spelling, and punctuation After revising and editing your first draft as best as you can, ask another person to read your proposal aloud. Listen for awkward phrases, missing words, and unclear sentence flow. Also ask for the reader’s feedback on clarity, logical flow, and so on. Finally, refer to the evaluation criteria and Step 7 as you give your work one final review before you complete your final draft. Evaluation Criteria Your instructor will use the following criteria to evaluate your proposal: Introduction (5 points) The introduction includes a brief statement of purpose for the proposal and an overview of the writer’s qualifications to make the proposal. It also grabs the reader’s attention. Business and Technical Writing Background (15 points) This section details the various causes underlying the chosen problem and convinces the reader that the need for action exists. It ends with a bulleted list of goals showing the main phases of your plan solution. Proposal (15 points) The proposal opens with a clear statement of purpose. Using subheadings related to the Background’s list of goals, it describes in persuasive fashion the detailed actions needed to accomplish each phase. Schedule (5 points) The schedule establishes a realistic time frame for each stage of the plan. Staffing (10 points) A specific in-house employee is assigned to each component of the proposal and the description of that person’s credentials convinces the reader that the employee is the best choice to accomplish that part of the plan. Budget (10 points) In column/table format, the budget itemizes the realistic costs for each phase/related step of the plan. Request for Authorization (5 points) A suggested time for approval is given. The reader is persuaded the problem will be solved by the proposed plan. It closes in a thoughtful, personal way. Style, coherence, and tone (10 points) The proposal reflects proper business tone and style. Through the use of transitions and/or connective explanation, the sections, paragraphs, and sentences flow clearly and logically. Grammar and mechanics (20 points) The proposal uses standard English grammar and word usage appropriate for business context. A variety of sentence types and length are used without any run-ons or fragments. There are no spelling and punctuation errors. 8 Final Examination 9 Format (5 points) The proposal uses the full-block, business letter format, including company address/letterhead, date, return address, salutation, and closing with a simulated signature above the typed name and title. It’s formatted in Times New Roman font, size 12, with correct page numbering and is 2-5 singlespaced pages. All required student information is included. Step 9 Prepare your final draft following the above formatting requirements. If submitting online, save your work as a text document. Include the following information at the top of each page of your proposal. The best way to ensure the information is on each page is to use the Header option (usually located on the View or Insert menu). Name, Student Number Exam number Page X of Y Mailing Address Example: Jane Smith, 12345678 00000000 Page 1 of 4 111 Education Drive Any Town, PA 18515 If you don’t include the above information at the top of each page of your document, your exam may not be processed for grading. Business and Technical Writing Submitting Your Exam You may submit your examination in one of two ways: By mail Use the exam envelope provided. Type and print on 8½ x 11″ white paper. Online: You may submit your exam online.Please save your document in Rich Text Format (.rtf). To submit exams online, use the online “Take an Exam” feature. When you enter the full exam number, an e-mail format will appear and allow you to attach your text document to submit the essay online (both memo and e-mail at the same time in one word document). You’ll receive an autoreply confirmation e-mail within 24 hours that your exam has entered the school system. Be sure to set your e-mail browser to accept auto-replies. 10 NAME ________________________________________________________________ ADDRESS ________________________________________________________________ CITY ________________________________________________________________ ❐ Check if this is a new address PHONE PLEASE PRINT — FOR YOUR INSTRUCTOR’S USE GRADE GRADED BY ANSWER SHEET STUDENT NUMBER: STATE/PROVINCE ZIP/POSTAL CODE EXAMINATION NUMBER 05002400 Final