u19 Changed Ppt 2
description
Transcript of u19 Changed Ppt 2
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
BTEC LEVEL 1
CREDIT
VALU
E: 3
CREATING
BUSINESS
DOCUMENTS U
NIT
19
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W BUSINESS DOCUMENTATION - INTRODUCTION 19/11/12
Lesson Objectives: to know the assessment criteria for he unit; to become familiar with the key words for the unit; to be know the difference between internal and external
communication.
Starter: Match the key words with the definitions.
Homework Learn the spellings of the key words. Due 20/11/12
Assessment CriteriaLearning outcomes Assessment criteria
1 Know that there are different types of business document
1.1 identify different types of business document and when they might be used
1.2 state why templates are used for some business documents
2 Know why it is important to use the right communication style in business documents
2.1 give examples of when to use a formal or informal communication style
2.2 state why some businesses adopt a ‘house style’ for certain documents
3 Be able to produce routine business documents
3.1 produce routine business documents using the appropriate communication style
1 3.2 check documents for accuracy
CREATING BUSINESS DOCUMENTS – KEY WORDS
documents either in paper or electronic form that are used in business for a number of different purposes. for the document to be useful, it must be completed with accuracy.
each type of document performs a specific function. it is important that the correct document is used for the correct process if an administrative system is to work efficiently.
something that remains the same or largely unchanged. communication which uses 'everyday' language and is
not kept on record for future reference. communication which uses professional language and
where a record is kept for future reference.
business documents
purpose of document
consistent
informal communication
formal communication
CREATING BUSINESS DOCUMENTS – KEY WORDS
a person with an interest or concern in a business. if the business us run badly that person will lose.
a small design that is the official sign of a company or organization
to read through something that is written or printed in order to correct any mistakes in it
a computer document containing some basic information that you use as a model for writing other documents, such as business letters, envelopes etc.
a company’s preferred manner of presentation and layout of written material:
stakeholder
logo
proofread
template
House style
CREATING BUSINESS DOCUMENTS – KEY WORDS
WHAT IS THE PURPOSE OF BUSINESS COMUNICATION?
Business communication is somewhat different and unique from other types of communication since the purpose of business is to _________________. Thus, to develop profitability, the communicator should develop good communication skills. Knowing the importance of communication, many organizations train their employees in communication techniques.
make money
DIFFERENT REASONS FOR BUSINESS COMMUNICATION
Sales related communication
To record decisions
promotions Advertise products
WAYS IN WHICH DOCUMENTS CAN BE DELIVERED
CASE STUDY THE MOORCROFT HOTEL P80
The Moorcroft is an exclusive 5-star hotel in Leeds that boasts an 18-hole championship golf course and a luxury health spa. It opened in 1990. In late 2009 it became clear that membership numbers had almost halved and hotel room bookings had reduced by 35 per cent.
Director of Operations Charlie Statham took on the task of uncovering the reasons for the decline. She found that instead of membership subscription reminders being sent out by letter, they were using email to save postage costs. However, many of the customers' email addresses were wrong or out of date, and the reminders were getting caught in customers' junk mail filters.
GROUP DISCUSSION
1.What you think Charlie Statham should do to solve the problems at The Moorcroft Hotel?
2.How longstanding members may have felt if they believed the business had just ignored them?
3.How might this have affected the business?
4.How could Charlie ensure this would never happen again?
INTERNAL COMMUNICATION
Internal communication denotes a type of communication __________ the organisation.within
The communication ____________ the organisation and the outsiders is called external communication. External communication is needed for smooth conduct and the progress of the business.
between
EXTERNAL AND INTERNAL COMMUNICATION
External Communication Internal Communication
advertising
letters
fax
internet
website
memo
Team briefings
notices
reports
Both
Internal communication denotes a type of communication within the organisation. This is also known as inter-communication. When the inter-communication takes place between the employees of the same department, it is called inter-departmental communication and when it takes place between the employees of different departments of the same organisation, it is called infra-departmental communication. The internal communications, includes letters, memos, notices, instructions and orders.
The communication between the organisation and the outsiders is called external communication. External communication is needed for smooth conduct and the progress of the business. This form of communication takes place through personal visits, telephones and postal services. The external communication includes acknowledgement, enquires, tenders, meetings, conferences and notices. Source: http://www.preservearticles.com/201101133253/difference-between-internal-and-external-communication.html
INTERNAL AND EXTERNAL COMMUNICATION
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W TYPES OF BUSINESS DOCUMENTATION 20/11/12
Lesson Objectives: to be able to identify different types of business
documentation .
Starter: Spelling test.
Homework . Due
SPELLING TEST
1. Business documents
2. Proofread
3. Consistent
4. Purpose
5. Template
6. Communication
7. Stakeholder
8. House style
9. Logo
10.informal
DOCUMENTS TYPES
fax memo
letter e-mail
Document type
Features and purpose of a document
letter • Letters are usually _____________.• Letters are used to communicate with people
and organisations ___________ your business. Letters can have many purposes. Their main
purpose is normally to _________ a business, customer, supplier or business contact that an event has happened or is about to happen or to ___________ agreements and contracts.
memo • A memo [full name memorandum) is a document used ___________ a business to inform employees that an event is about to happen.
• Memos are usually ______ formal than letters.
outside
formal
advise
confirm
within
less
Document type
Features of a document
email • Email is a now very popular because it is _________ and __________ to send documents than traditional 'snail' mail (i.e. letters).
• It is now one of the most ___________ methods of business communication.
• Email can be used to communicate with colleagues (____________ communication) or they can used to communicate with customers, suppliers, and other business contacts (_________ communication).
faxes • Faxes were a popular method of communication
______ email became widely used.• Faxes are still in use today and have the benefit
of letting ________ copies of documents (handwritten) be sent to another person in a different place.
quickercheaper
common
internal
external
before
exact
CHECK
• It is important to think about how business documents will be sent. How can you make sure the information gets to the right person?
• Some business documents are only used within an organisation, while others can be used for colleagues, customers, suppliers, etc.
Feature
letter memo email fax
Informal
Formal
Internal communication
External communication
FORMAL A
ND INFO
RMAL
LANGUAGE
RE
CO
GN
I SI N
G T
HE
DI F
FE
RE
NC
ES
What language would you use in these situations and why?
IN WHICH SITUATIONS DO YOU USE MORE FORMAL LANGUAGE?
Job interviews
Job Application Forms and CV’s
At work
In a Court of Law
Business transactions
Contact with the local council
Complaints
Contact with the police
On the phone
WOULD YOU EMPLOY THAT PERSON? WHY? WHY NOT?Hi,
Heard about the job, reckon I would be great at it! I’ve done that kind of work before, working in my local and fink pub work is buzzing. They even trusted me with the readies, like. I was a cleaner before that, but that was gross and I don’t wanna do that again! Give us a chance, ring me on 01709 245 6789.
Cheers!
Sam
Hi,
Heard about the job, reckon I would be great at it! I’ve done that kind of work before, working in my local and fink pub work is buzzing. They even trusted me with the readies, like. I was a cleaner before that, but that was gross and I don’t wanna do that again! Give us a chance, ring me on 01709 245 6789.
Cheers!
Sam
The short form is
informal- use I have
think
Want to
Dear Sir/ Madam is more formal
Sign off more formally using Yours faithfully or Yours sincerely Put your
full name including your surname
Write the purpose for writing in your first
sentence. For example -I am writing to inform/ I am writing to enquire....
Too negative for a cover letter, think how the skills could be
transferred
! Is more informal and looks as if you are shouting
Instead of give us a chance, sign off with Thank you for taking the time to read my letter.
Would you employ that person? Why? Why not?
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W LETTER OF APPLICATIONS 29/11/12
Lesson Objectives: to be able to identify different types of business
documentation .
Starter: How can we say in a more formal way..
Homework Complete the sheet. Due 3/12.
LETS MAKE IT MORE FORMAL!
I am writing to ask........ I am writing to enquire....
Let you know.....
Inform....
Ask for..... Request......
Bye.... Yours Faithfully/ Yours Sincerely....
FORMAL /INFORMAL CARD SORT
http://www2.elc.polyu.edu.hk/cill/eap/matching-errors-formality.htm
HOW TO WRITE A LETTER
Writing a letter can be easy if you follow a few simple rules.
Take your time and think carefully about WHO you are writing to.
LAYOUT OF THE FORMAL LETTER
Conclusions
Date
Introduction
Main body of letter
Sir or Madam,
Their title and address
Your address
Your signature
Yours faithfully,
What do you need to include in a letter?
Conclusions
Your address
Date
Their titleand address
Dear Sir or Madam,
Introduction
Main body
Yours faithfully,
Your signature
STARTING OFF…..
Correct addresses: YOUR address (right)
Their address (left - but only if it is an official letter, not personal)
Date
Dear Sir or Madam ( or their actual name…Jim, Anne, Mr.Jones, Miss.Peters, etc..)
1ST PARAGRAPH…. INTRODUCTION
Engaging opening – start with something grabbing the reader’s attention
Explain why are you writing
Explain who YOU are….
2ND – 4TH PARAGRAPHS…..THIS IS THE BODY OF YOUR LETTER
Write 3 paragraphs
Don’t make one enormous paragraph- it looks boring!
Make sure that you write each point in a separate paragraph.
Use connectives (firstly, secondly, next,…)
LAST PARAGRAPH…CONCLUSIONS
You need to have a clear ending.
In the closing paragraph you should:restate the purpose of the letter you can request some type of action
SIGNING OFF…..
If you don’t know them –
• RE-READ YOUR WHOLE LETTER!!!!
Yours faithfully,Nicole Josiah
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W LETTER OF APPLICATIONS 3/12/12
Lesson Objectives: to be able to write a good letter of application.
Starter: If you start the letter with Dear Sir/Madam
how should you finish it?
Homework Complete the sheet. Due 4/12.
A LETTER OF APPLICATION
What are the key words?
Identify the TAP.
Write a letter of application to the Central Tourist Office. Say why you think you could do the job well.
THINK ABOUT YOUR READER
BRAINSTORM THE TOPIC
COMPARE TWO MODEL TEXTS
b Which letter will have a more positive effect on the employer because of the way it is written?
THINK ABOUT STYLE
received
enjoyableWas impressed by
fluently
5 I am willing to work
6 I am availableattend
considerable
Paragraph
Main topic Details1 Purpose for writing Information officer, Daily News
2 Why interested in job? Help with studies, experience, career
3 Previous experience Like people, guide, knowledge
4 conclusion Contact details
THINK ABOUT YOUR GRAMMAR
1. I went to America last summer, where I improved my English a lot.
2. I worked with Mr Andrews, who taught me how to use a computer.
3. I am studying French, which I enjoy very much.
4. I enclose the names of two people who can give you reference for me.
5. I work in an office where there are many foreign visitors..
LETTER OF APPLICATION
Use the following outline for your letter:
• State your reason for writing.
• State the scholarship you are applying for.
• Say where you saw the advertisement.
• Write in which area would you like the scholarship.
• Why should you receive it?
• In the main paragraphs of the letter, use a new paragraph each time you start to write about a new topic.
• In the last paragraph, say you are looking forward to the reply.
THIS YEAR, the school is offering a travel and study scholarship to all students who have attendance above 95%. You will travel to United States and have work experience for three weeks connected with your option choices. All expenses paid.Please apply in writing, saying why you deserve this scholarship, to Ms Thomas.
You are going to write a letter on the topic below. Do the tasks which follow.You have just read the advertisement which appears opposite on the notice board in your school.You have decided to apply for the scholarship. Write your letter of application (120-180 words). Think about
• your reader
• the correct greeting and ending for your letter
• paragraphing
• your style.
Remember
• to use formal vocabulary and expressions.
• To check your writing for errors when you have finished.
I am writing to apply for …..
I would like a scholarship connected with __________ because I am studying it as my option. Explain why the scholarship would be good for you.
Why the school should give it you. You need to be convincing. You need to persuade Ms Thomas why you are the perfect student for this scholarship.
WRITING – REMEMBER- KEEP THE LAYOUT OF THE LETTER Your Address
Date
Their title/roleand address
Salutation - Dear Ms Thomas
Introduction
Body – three paragraphs
Conclusions
Yours sincerely,
Your signature
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W USES OF BUSINESS DOCUMENTS 13/12/12
Lesson Objectives: to complete the first draft of the letter of application; to become familiar with different uses of business
documents.
Starter: Name as many as you can business
documents.
Homework To choose 4 different documents and prepare a
ppt presentation. Due 17/12/12
BUSINESS DOCUMENTS
agenda
minutes
reports
promotional flyers
order forms
delivery notes
invoices
AGENDA
An agenda is a document that is used to ________ workers what is going to be ___________ at a meeting.
advise
discussed
An agenda needs to include the following:• Name of the _____________ who called the
meeting;• _________ of meeting;• Time, __________ and venue of meeting;• List of _________________ ;• Apologies for _________ (list of people who
cannot attend);• Matters arising from ________________ meeting;• Items to be _________________ ;• Any other ________________ (A0B);• Date and time of next ___________.
person
Typedate
attendees
absence
previous
discussed
business
meeting
MINUTESMinutes are a formal record of what has been __________ at a meeting. Normally a ___________ or nominated person will be asked to attend and write up the minutes of a meeting.
discussed
Writing Minutes tips: • Listen ______________to the discussion• Don’t try to write _____________down.• Concentrate on writing down ________has been
decided and _________ is going to do it.• Give each item a separate_____________ .• Write your rough notes up _________after the
meeting.
secretary
carefully
everything
whowhat
heading
soon
REPORTSReports are formal documents which bring together and ____________the findings of research or information that is important for a business. Reports are often used to present information on _______ figures.
summarise
Writing reports tips: • Reports should be ____________ and factual.• Use ______________ and _________ .• You need introduction: This section gives
background information on the reason for the report.
• Findings- The findings point out ____________ made during the course of the report investigation.
• Recommendations- state ________ that the writer of the report feels need to be _____________ based on the findings.
sales
concise
statistics
discoveries
graphs
actions
taken
PROMOTIONAL FLYERSPromotional flyers are used to ____________ a product, service or event. Flyers come in many designs and sizes but are usually bold and ____________designed. A flyer will contain _______ and __________of what is being advertised.
advertise
Promotional flyers : • Promotional flyers are a great way to get your
message out or promote a special deal without breaking the_________ .
• Make sure you consider your _____________ when planning the flyer.
• Have a nice logo,___________ , the right tagline and fonts that ___________your company.
• Be careful to __________looking cheesy in your flyers.
• Find a way to deliver your message through an _________.
colourfully
logos images
colours
bank
represent
avoid
image
audience
ORDER FORMSAn order form is a document that is used to _____________ items from a business or supplier. Order forms are laid out in a very _________manner.
order
Information to include in order forms:• ______________ of item needed• __________of items ordered• ____________ cost of order• VAT• Total cost of order including VAT.• Address of _______________• ___________ of order• Order ____________• _______________of item• Item ____________
clear
Quantity
Cost(s)
date
Total
number
code
description
supplier
DELIVERY NOTEA delivery note is a document that is usually _________to an item when it is in the process of being delivered. The delivery note contains ____________about what the package_____________. It is useful for warehouse workers so they can ___________off the items that have been sent against what is in the package.
attached
information
contains
check
INVOICEAn invoice is a __________for payment that is usually sent out between 30 and ____ days after an order has been sent.
request
Invoices contain the following information: • Invoice_____________• Name and _________of customer• Description and __________of items being invoiced for• __________ invoice amount• VAT• Total invoice amount ___________ VAT• Payment____________ .
90
number
address
including
quantity
terms
Total
BINGO – BUSINESS DOCUMENTS
Email, formal letter, informal letter, memo, agenda, minutes, delivery notes, reports, faxes,order forms, promotional flyers, invoices,
BINGO – BUSINESS DOCUMENTS
Email; formal letter, informal letter, memo, agenda, minutes, delivery notes, reports, faxes,order forms, promotional flyers, invoices,
H/W
You need choose 4 different business documents and prepare a power point presentation .
Due 17/12/12 You need to: explain what that business document is; state whether it is formal/ informal; state whether it is external/ internal; write what should be included in that document; you can include an example of that document.
H/W
You need choose 4 different business documents and prepare a power point presentation .
Due 17/12/12 You need to: explain what that business document is; state whether it is formal/ informal; state whether it is external/ internal; write what should be included in that document; you can include an example of that document.
CHECK
• Business documents help businesses operate ________ as they each have a specific purpose.
• Using the correct type of document avoids________.
• Business documentation must have a clear and appropriate______, otherwise it is easy for the user to make mistakes.
efficiently
confusion
layout
PRESENTATION TIME
Show your presentations to the class.
When showing your presentation remember about:
• Body Language• Eye contact• Big voice• Don’t read word by word from the
slides – add information from yourself
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W WRITING A MEMO 18/12/12
Lesson Objectives: to be able to produce a memo
Starter: What does memo mean? Is it a
formal/informal , internal/external document?
Homework
COMPLETE THE TABLE. CHOOSE ANY FOUR BUSINESS DOCUMENTS.
Name of the document
Why do we us e it/what it is
Informal/formal
Internal/external
Email, memo, agenda, minutes, delivery notes, reports, faxes, order forms, promotional flyers, invoices,
COMPLETE THE TABLE. CHOOSE ANY FOUR BUSINESS DOCUMENTS.
Name of the document
Why do we us e it/what it is
Informal/formal
Internal/external
Email, memo, agenda, minutes, delivery notes, reports, faxes, order forms, promotional flyers, invoices,
MEMORANDA (MEMOS)
Features:1. Short and informal, a little
more than a short note.2. For internal
communication among the staff of the same organisation.
3. Following a pattern with the following headings:To: / From: / Date: / Re:
4. Short, concise and including only relevant information.
5. Points arranged in logical order and may be numbered.
6. Objective language used.7. Common to end with
sender’s initials rather than a signature.(Refer to the sample below)
COMPONENTS CHECK-LIST
1) Name of the company/ organisationOptional – As memo is for internal use
2) Title: MEMORANDUMCentredHead of the page
3) To: Name of recipient, (position – optional)
4) From:Name of sender, (position – optional)
5) Date: Day, Month, Year6) Subject: RE:
Briefly states the essence of the message
MEMOTo: All department heads
From: Patricia Marchand,
General Manager
Date: 18 December. 20012
Re: Visit to German agent
Please note that Katya Schmidt, our German agent will be visiting the company on Friday 21 December.
There will be a meeting on that day at 11:30 am in the Boardroom, which you should all attend. Ms Schmidt will be presenting her marketing plan for expanding sales in the German market.
If you wish to join us for lunch at a local restaurant,
PM (initials)
The heading segment follows this general format:
TO: (readers' names and job titles)CC: (any people you are copying the memo to) FROM: (your name and job title)DATE: (complete and current date)SUBJECT: (what the memo is about, highlighted in some way)
Make sure you address the reader by his or her correct name and job title.
Be specific and concise in your subject line.
Scenario
Businesses need to use arrange of documents in their day to day life. Some documents are used just within the business whilst others are sent to customers or other companies.
In this unit you will look at some different businesses and decide which types of communication are suitable for different tasks. You will prepare some documents of your own and make sure they are of a professional standard.
COMPANY NAME : Tropical Fruit Punch
Their address is 36 Raven Way Industrial EstateIslington N19 3EU
This company makes different types of soft drinks which are based on a tropical theme.
They have a head office in Islington. They sell the drinks to small shops and to big supermarkets.
Structure of the organisation These are the roles and staff within the company
Managing Director
Accountants - 2
Manager – human
resources
Manager – promotions
Manager – research and development
Manager – Finance and
ICT
Data processing -2
Admin - 6
HR Administrator
Recruitment officer
Employee officer
Clerical support -4
Advertising & packaging officers -2
Promotions officer
E-marketing officers -2
Telephone/Admin - 4
ICT technicians - 2
Technical support officers -2
Consumer liaison officer
Scientific research officers
- 4
Research liaison officers - 2
There is also an Office manager,2 receptionists and 2 secretaries
Manager – technical & distribution
Supplies and delivery officers -
6
Health and safety officer
Buyer - 2
Warehouse manager
MEMOWrite a memo to the staff in your department to let them know when the office will be closed and open over the Christmas holiday.
Include the relevant dates.
MEMODear Lucy,
Please could you send me another copy of the annual report?
The General Manager has asked for another copy for the meeting tonight. I will be in the office later this afternoon and I could pick it up then. Thanks,Maria
USEFUL WORDS:Christmas Opening Times
To all staff
http://bizcardcreator.com/cgi-bin/letterhead_creator.pl
http://bizcardcreator.com/letterhead_style1.htm
CREATE LOGO
CREATING A LOGO
Go to the website:
http://bizcardcreator.com/free_logo_generator.htm
Click on the logo generator
Write the name of the company here
You can choose the size
You can choose colour
Click on preview
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W DOCUMENT TEMPLATES 10/1/13
Lesson Objectives: to know why businesses use templates
Starter: Go back to the key words. What does
template mean?
Homework Complete the Order Form. Due 18/12/12
TEMPLATES
Templates are ____________ documents that are saved on a business's computer network. Each document has areas that are______ . This means that there are sections which cannot be _________ and so they stay _________ and _________every time the document is printed out.
ready-made
protected
changed
accurate consistent
The benefits of using templates
The benefits of
using templates
Time saving_______________________________________________________________
Consistency_____________________
_______________________
_______________________
__
Clarity _____________________
___ _____________________
___ _____________________
___
all documents look similar, making them
more professional
employees can create business documents quickly
we can ensure all important
information is included
The benefits of
using templates
Time saving_______________________________________________________________
Consistency_____________________
_______________________
_______________________
__
Clarity _____________________
___ _____________________
___ _____________________
___
The benefits of
using templates
Time saving_______________________________________________________________
Consistency_____________________
_______________________
_______________________
__
Clarity _____________________
___ _____________________
___ _____________________
___
The benefits of using
templates
Time saving- employees can create business
documents quickly
Consistency - all look similar, making them
more professional
Clarity – we can ensure all important
information is included
COMPLETE THE TEMPLATE
You need to log in to Fronter.
10D/Bd1 > Resources > 02 Unit 19 Creating Business Documents
Download the Order Form to your area.
Complete the order form.
Your task is to order some dictionaries.
Shops you can order from:
A - Amazon
B – Grant and Cutler
C - Waterstones
Order from one shop only!
You need dictionaries from those languages:
Turkish, Bengali, Spanish, Romanian, French, Congolese.
You need to order at least three different types of dictionaries.
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W HOUSE STYLE 14/1/13
Lesson Objectives: to know why business employ house style
Starter: Go back to the key words. What does house
style mean? What are the colours used on Mount Carmel documents?
Homework Annotate two business documents. Due
HOUSE STYLE
What is a house style?
Why we have a house style?
LO2 House style A house style is a set of guidelines produced by a business for the ________________ of its documents. It might include the following:• Rules for how the company should use
its______________• Guidelines on which _____________ should be
used in documents• Notes on how employees should spell certain
words.The house style helps keep the style of an organisation's documents ______________ (even though employees will be creating many different documents) and presents a more consistent, _______________________ A good house style should be well thought out and will reflect the type of organisation it is being used for. For example, many water utility companies use the colour _________ in their logos and communications.
appearance
logos
fonts
consistent
professional image.
blue
LO2 House style A house style is a set of guidelines produced by a business for the appearance of its documents. It might include the following:• Rules for how the company should use its logos• Guidelines on which fonts should be used in
documents• Notes on how employees should spell certain words.The house style helps keep the style of an organisation's documents consistent (even though employees will be creating many different documents) and presents a more consistent, professional image. A good house style should be well thought out and will reflect the type of organisation it is being used for. For example, many water utility companies use the colour blue in their logos and communications.
LO2 House style A house style is a set of guidelines produced by a business for the ________________ of its documents. It might include the following:• Rules for how the company should use its______________• Guidelines on which _____________ should be used in
documents• Notes on how employees should spell certain words.The house style helps keep the style of an organisation's documents ______________ (even though employees will be creating many different documents) and presents a more consistent, _______________________ A good house style should be well thought out and will reflect the type of organisation it is being used for. For example, many water utility companies use the colour _________ in their logos and communications.
LO2 House style A house style is a set of guidelines produced by a business for the ________________ of its documents. It might include the following:• Rules for how the company should use its______________• Guidelines on which _____________ should be used in
documents• Notes on how employees should spell certain words.The house style helps keep the style of an organisation's documents ______________ (even though employees will be creating many different documents) and presents a more consistent, _______________________ A good house style should be well thought out and will reflect the type of organisation it is being used for. For example, many water utility companies use the colour _________ in their logos and communications.
ASSESSMENT CRITERIA
Learning outcomes Assessment criteria
3 Be able to produce routine business documents
3.1 produce routine business documents using the appropriate communication styleFormal Letter
3.2 check documents for accuracy
Formal Letter- what are the characteristics?
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W WRITING A FORMAL LETTER 14/1/13
Lesson Objectives: to be able to produce a formal letter
Starter: In which situations we should use formal
letter?
HomeworkComplete the prize letter – due 15/1/13
LETTER
Success Criteria:•Correct layout and convections of a formal letter•Paragraphing•Formal language•Appropriate content
Write a letter informing a customer that they have won a competition. The prize is a luxury cruise to the Caribbean.
Content – You need to include:• details of the destination of the cruise• the date and duration of the cruise• what is included– flights to the ship, meals, drinks,
entertainment?
LAYOUT OF THE FORMAL LETTER
Conclusions
Date
Introduction
Main body of letter
Sir or Madam,
Their title and address
Your address
Your signature
Yours faithfully,
What do you need to include in a letter?
Conclusions
Your address
Date
Their titleand address
Dear Sir or Madam,
Introduction
Main body
Yours faithfully,
Your signature
COMPANY NAME : Tropical Fruit PunchThis company make different types of soft drinks all based on a tropical theme.
Company address 36 Raven Way Industrial Estate, Islington N19 3EU
Introduction I am pleased to inform you
Your company address (right)
Date
Their address – winnerMake up the address of the winner
Dear Sir or Madam (Mr Jones, Miss Peters, etc..)
Body Details of the cruise
Conclusions
Yours faithfully/ Yours sincerely
1ST PARAGRAPH…. INTRODUCTION
Engaging opening – start with something grabbing the reader’s attention
Explain why are you writingI am pleased to inform you that you are the winner of ……Congratulation! You have won the first prize in ………Explain who YOU are….You are the Promotions Manager of Tropical Fruit Punch (a sparkling soft drink)
2ND AND 3RD PARAGRAPH…. BODY
Give details of the cruise:destinationdateswhat is included
Explain how they can get the tickets.
4TH PARAGRAPH…. CONCLUSIONS
I am looking forward to seeing you on board of our luxury cruise.
SIGN OFF AND SIGNATURE
Yours sincerely/Yours faithfully,
Liz Smith
Ms Liz SmithPromotions ManagerTropical Fruit Punch
NOW, I’LL CHECK YOUR LETTER- YOU WILL COMPLETE THE ORDER FORM.
COMPLETE THE TEMPLATE
You need to log in to Fronter.
10D/Bd1 > Resources > 02 Unit 19 Creating Business Documents
Download the Order Form to your area.
Complete the order form.
Your task is to order some dictionaries.
Shops you can order from:
A - Amazon
B – Grant and Cutler
C - Waterstones
Order from one shop only!
You need dictionaries from those languages:
Turkish, Bengali, Spanish, Romanian, French, Congolese.
You need to order at least three different types of dictionaries.
AFTER YOUR LETTER HAVE BEEN CHECKED, YOU CAN TYPE IT. – UPLOAD IT TO 10D/BD1 > HAND-IN > PRIZE LETTER
1. While you typing your letter, print screen showing your that you are proofreading your letter. You need to have at least 5 of those.
2. Save your print screen in a separate document.
3. Name it : Prize letter evidence of proofreading.
4. Upload it to Fronter.
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W MEETING – SUCCESS INGREDIENTS 15/1/13
Lesson Objectives: to identify what makes a meeting successful to be able to produce an agenda to be able to work in a team
Starter: Are meeting important for the development
of the companies?
HomeworkMake sure your prize letter is uploaded by Wed p4.
If not – detention on Wed in ICT 2. 30 minutes.
HTTP://WWW.YOUTUBE.COM/WATCH?V=7I18HAPE5V8&SAFE=ACTIVE
MeetingCompanies often have meetings.What is necessary for a meeting to go smoothly?You will watch a short clip showing a meeting.Identify what makes it a good meeting.What are its weaknesses?
Learning outcomes Assessment criteria
3 Be able to produce routine business documents
3.1 produce routine business documents using the appropriate communication styleAgenda
3.2 check documents for accuracy
ASSESSMENT CRITERIA
Agenda
An agenda is a list of meeting activities in the order in which they are to be taken up, beginning with the call to order and ending with adjournment. It usually includes specific items of business to be considered.
THE MEETINGWhat is an Agenda?a list of things to be discussed during a meeting.
http://www.youtube.com/watch?v=Y7i-WgIqLuA
http://australianetwork.com/businessenglish/stories/ep04.htm
AGENDAS – WHY ARE THEY USEFUL?Agendas can be useful tools for any business meeting, committee meeting or presentation.
They tell people:________ and when the meeting will take place;what to ____________from a meeting, how _________ the meeting will last,what will be _____________ during the meeting,and ________ will speak during the meeting. They also help _______meetings to their assigned times, and help the speaker stay ________ and on topic.Read more: How to Write Agendas | eHow.com http://www.ehow.com/how_4796722_write-agendas.html#ixzz2Hu5yGWwy
expectlong
discussedwho
where
limitorganized
AGENDAS – WHY ARE THEY USEFUL?
Agendas can be useful tools for any business meeting, committee meeting or presentation.
They tell people:________ and when the meeting will take place;what to ____________from a meeting, how _________ the meeting will last,what will be _____________ during the meeting,and ________ will speak during the meeting. They also help _______meetings to their assigned times, and help the speaker stay ________ and on topic.
AGENDAS – WHY ARE THEY USEFUL?
Agendas can be useful tools for any business meeting, committee meeting or presentation.
They tell people:________ and when the meeting will take place;what to ____________from a meeting, how _________ the meeting will last,what will be _____________ during the meeting,and ________ will speak during the meeting. They also help _______meetings to their assigned times, and help the speaker stay ________ and on topic.
THE MEETINGYour task is to write an agenda for the school council meeting.
Appoint a minute taker and the chair of the meeting
Decide on the agenda – You can choose from the topics listed below or you can have invent some.
You need to include the red items. You need to add between 5-8 items to your agenda.
• Apologies for absence• Issues arising from the previous meeting• trips• toilets• canteen• training on the new photocopying system• recycling • reducing carbon footprint• uniform• fire regulations and procedures• assemblies• raising money for charity• AOB
http://www.youtube.com/watch?v=Y7i-WgIqLuAhttp://australianetwork.com/businessenglish/stories/ep04.htm
Notice the layout.What are the headings?
What information is included?
Why are the items on the agenda double spaced?
What is written next to the items 3 and 4? What does it mean?
What does AOB mean?
UNIT 1
9: CREAT
ING B
USINESS
DOCUMENTS
C/W SCHOOL COUNCIL MEETING – 24/1/13
Lesson Objectives: to be able to contribute to a meeting to be able to work in a team to be able to write informative minutes
Starter: What are the rules of a good meeting?
HomeworkComplete the minutes and upload to Fronter
Due Mon 28 Jan 2013
MINUTES – THE RULES OF CONDUCT
• What are the rules of the meeting?
• Respect each other• Speak on the issues listed in the agenda• keep the order of the Agenda• Don’t go off the topic• If you want to discuss something not
listed on the Agenda, wait for AOB• Don’t interrupt others• Remember to make notes
Please pick up your identification badge and your hand-outs. You will need your agenda from the last lesson
Meeting Rules
• Please conduct yourself in a professional manner at all times
• The agenda will be followed in the order, and with the timings, listed
• The Chair – Ms Halat– will guide the meeting. • Hands must be raised for any questions or to make
points. You will be asked to wait until the chair chooses a suitable point in the meeting for it to be addressed
• Any points not covered in the meeting can be raised under ‘Any Other Business’
• The Managing Director will take the minutes and email to all at the meeting. You will need to share this information with the staff in your department
• You may wish to make brief notes on your agenda to raise with your teams
PREPARATION FOR THE MEETING Look at the items on the
agenda. Which one would you like to
discuss? Choose two you would like
speak about. Think what do you want to talk about. What can be changed, what can be improved in our school.
Your suggestion will be given to Ms Mimnagh.
AS A COUNCIL REPRESENTATIVE YOU NEED TO BE, OR BE READY TO BECOME:Reliable- do the things you promise and remember to go to meetings Fair and impartial- represent views clearly, even those you don’t agree with Thoughtful and truthful- think about feelings and thoughts before you speak A good listener- really listen to both sides of a debate A good speaker- take an active and effective part in discussions Accurate and efficient- make notes and report back to the form
SCHOOL COUNCIL MEETING24 JANUARY 2013
LS1
Meeting tips: • Listen carefully to the discussion.• Stay on the topic.• Make brief notes on what has been decided.• Use initials instead of the full names.
Learning outcomes Assessment criteria
3 Be able to produce routine business documents
3.1 produce routine business documents using the appropriate communication styleMinutes
3.2 check documents for accuracy
ASSESSMENT CRITERIA
What are minutes
Minutes are a formal record of what has been discussed at a meeting.
SCHOOL COUNCIL MEETING24 JANUARY 2013
LS1
Minutes tips:
• Use initials instead of the full names.• Give each item a separate heading. • Leave spaces between items.• Write two –three sentences per each
item.• Useful words: • Circulated• Suggested• proposed
MINUTESMinutes are a formal record of what has been __________ at a meeting. Normally a ___________ or nominated person will be asked to attend and write up the minutes of a meeting.
discussed
Writing Minutes tips: • Listen ______________to the discussion• Don’t try to write _____________down.• Concentrate on writing down ________has been
decided and _________ is going to do it.• Give each item a separate_____________ .• Write your rough notes up _________after the
meeting.
secretary
carefully
everything
whowhat
heading
soon
Businesses need to use arrange of documents in their day to day life. Some documents are used just within the business whilst others are sent to customers or other companies.
How many different types of business document can you name?
Memo
Notice
Notes
Agenda
Reports
Email, Order forms
Promotional flyers,
Faxes
Minutes
Letter
MEETING - AGENDA
http://budtoboss.wordpress.com/2012/11/08/how-to-write-an-agenda/
http://www.wikihow.com/Write-an-Agenda-for-a-Meeting
http://www.ehow.com/how_4796722_write-agendas.html
http://www.dalyconsulting.net/PPT%20Meeting.htm
http://themeetingminutes.com/how-to-write-a-good-meeting-agenda/
http://www.flinders.edu.au/profdev/committee_support/examples.cfm
MEETING
Meeting - a formally arranged gathering Agenda - An agenda is a list of meeting
activities in the order in which they are to be taken up, beginning with the call to order and ending with adjournment. It usually includes specific items of business to be considered. ...
Minutes - a written account of what was discussed at a meeting
MEETI NG AGENDA Agenda for the committee meeting Tuesday J uly, 18, at 9.00 am London office Present Apologies
1. Opening/Welcome (9.00 - 9.05) 2. Announcements and documents received (9.05 -
9.20) 3. Approval of minutes of meeting held May 12, , as
well as action list (9.20 - 9.35) 4. Evaluation information programme. Mr. J ohnson
has prepared the evaluation of this programme, and asks input from the heads before publishing (9.35 - 9.45)
5. Proposal for changing the packaging. Mrs. Leeson has made a first proposal, and wants to discuss this in the meeting (9.45 - 10.15)
6. Financial report of 2nd quarter. Mr. Mills, approval (10.15 - 10.25)
7. Any other business (10.25 - 10.40)
Structure of Minutes
Discuss the items on the agenda Write up the minutes
Learning Objectives - Understand the role of an agenda and the rules of a formal meeting
Unit 19 Assessment criteria
1.1 identify different types of business document and when they might be used 3.1 produce routine business documents using the appropriate communication style
Please pick up your identification badge and your hand-outs. You will need your agenda from the last lesson
Meeting Rules
• Please conduct yourself in a professional manner at all times• The agenda will be followed in the order, and with the timings, listed• The Chair – Ms Duffy – will guide the meeting. • Hands must be raised for any questions or to make points. You will be asked to
wait until the chair chooses a suitable point in the meeting for it to be addressed• Any points not covered in the meeting can be raised under ‘any other business’• The Managing Director will take the minutes and email to all at the meeting. You
will need to share this information with the staff in your department• You may wish to make brief notes on your agenda to raise with your teams
Learning Objectives - Understand the role of an agenda and minutes of a formal business meeting
Unit 19 Assessment criteria
1.1 identify different types of business document and when they might be used 3.1 produce routine business documents using the appropriate communication style
MINUTES
Minutes - a written account of what was discussed at a meeting.
MINUTES
You need to write up the minutes of the meeting
Open your agenda and change the top to ‘Minutes of the meeting….’. Save as ‘minutes’ Add in the initials of who was present
Under the first item write 2 sentences about the first report. ‘SK presented the ideas for the new Mango drink. We decided to go with Justin Bieber for the campaign
Do the same for the others
You may want to have ‘action points’ where you will follow up on somethingItem re new labels ; action could be – We will have a further meeting to discuss this
Task 4
What is a house style?________________________________________________
What advantages are there for businesses to use a clear house style?Give at least 2 reasons________________________________________________
Add some examples to show a house style for an existing business.
Mount Carmel and / or another business (for example a large company such as Apple)
2.2 state why some businesses adopt a ‘house style’ for certain documents
Letter
Memo
Agenda
Minutes
Invoice
Purchase Order
Formal/Informal
Convention
Layout
Format
Internal/External
DOCUMENTS
Tropical Fruit Punch
This company make different types of soft drinks all based on a tropical theme. They have a head office in Islington. They sell the drinks to small stores and to big supermarkets.
Agenda
You need to have a meeting with the other managers of the companyFrom the list choose at least 5 topics that will be agenda items
• Promoting the new Mango Magic drink• Use of the staff room• Nutritional labels for the drinks• Displays for the summer promotions• Advertising for the new managers and job description• Training day on the new computer system• Recycling • Staff discounts• Fire regulations and procedures• Choose one to write about and present at the meeting
MEMORANDUM (MEMO)
a short note serving as a reminder; a written business communication
More informal in tone and organisation than a letter, memos are generally used to provide or ask for information, announce a new policy, update on personnel transfers, or for any other internal issues.
An effective memo:grabs the reader's attention
provides information, makes a recommendation, or asks for action
supports your position or explains benefits to reader
mentions next steps and deadlines
NOTICE
Create a notice to inform people that there a staff Christmas party. It will take place at The Royal Hotel on Bath Street
Things to include:
Date, Time, Address of venue
Cost per ticket
What is included in the ticket price
That there are limited tickets available
Any other useful information
an announcement containing information about an event
Assessment
To achieve assessment criterion 1.1 learners need to identify which business documents would be used for which purpose. At least four documents should be included..
To achieve 1.2 learners need to state why templates are used for some business documents. Use the spreadsheet proforma
To achieve 2.1, learners must give at least two examples of situations where a formal communication style should be used and at least two examples of when an informal communication style should be used.
To achieve 2.2, learners should give at least two reasons why businesses adopt a house style. This can be evidenced through a question and answer session with the tutor, or through written responses.
To achieve 3.1, learners must produce at least three routine business documents, including two different types of document. Letter Report Agenda Notice Memo To achieve 3.2, learners will need to check their documents for accuracy. A checklist giving a clear indication that the learner has checked the document for clarity, grammar, spelling and punctuation could be used as evidence.
A formal document would be the type a professional would send in the course of doing business.
Informal would be they type you would send to a friend or relative.
1. It would have less rigid structure, focusing more on the content.
2. Also an informal document such as a text message or email does not have a layout but formal documents such as a letter or a newspaper article do
AGENDA – 7/02/2013
Complete the booklet
Redraft pieces:
1.1 Power point: business documents
1.2 Order form
2.1 memo – informal document
2.1 scholarship letter - Formal document
2.2 Annotated house style
3.1 Cruise letter
3.1 Agenda
3.1 Minutes
3.2 Print Screens showing that you have corrected a document