Ohio University College of Business Communication Standards

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The Smoothie Shoppe # Executive Summary (Sample without Headings) The Smoothie Shoppe LLC, 6 North Court Street, will offer the best combination of fresh, tasty, and healthy smoothies with an international flavor of exotic fruits. Smoothies will be priced at $3.50 for 16 oz. servings. This combination of price and product will make customers think of The Smoothie Shoppe to meet all of their health snack needs. The main objectives of this business are to: • generate revenue for investors. • capitalize on the proximity of the business location to the target market. • enhance awareness among customers of smoothie health benefits. • offer unique products to the Athens, Ohio market. • meet or exceed customer expectations through superior customer service. These objectives will be achieved through promotional programs, consistent and widereaching advertising, and grass roots involvement with the community. The keys to success in achieving our goals are the: • promotion of the nutritional benefits of our exotic fruits. • delivery of exceptional customer service. Financial pro-formas of The Smoothie Shoppe’s first three years of operation indicate immediate net profit and consistent growth in the future, as illustrated in Figure I. $250,000 $200,000 $150,000 $100,000 $50,000 $0 Highlights (Planned) 2004 2005 2006 Figure I Net Sales Gross Margin Net Income The Smoothie Shoppe LLC will require $40,000 in external funds to cover start-up expenses. The four investors of White Team Four will contribute $5,000 in total capital, with the remaining necessary funds coming in the form of a note from Copeland Bank and Trust. A loan of $40,000 is budgeted at this time to allow for any start-up cost overruns that may arise. 3-15
Executive Summary (Sample with Headings) Clear Communication # The purpose of this executive summary is to give an overview of the article, “Clear Communications and Feedback Can Improve Manager and Employee Effectiveness,” by Stephen Xavier. This article appears in the summer 2002 issue of Employment Relations Today. In this article, Xavier discusses the importance of communication in the workplace. He offers advice for improving manager and employee effectiveness through two key areas: clarifying roles and responsibilities and delivering valuable feedback. Clarifying Roles and Responsibilities Xavier describes how to clarify roles and responsibilities within an organization. He gives an example of how to test the way in which employees and managers prioritize their tasks. The test requires employees and managers to list their current projects by level of importance. Xavier states that most managers find that employees have difficulty in organizing their workloads and often lose track of which tasks are urgent. To help solve this problem, managers should outline specific standard operating procedures (SOPs) for their employees. They should assess these SOPs periodically and encourage employees to ask questions. Most importantly, managers should be clear about their expectations for employees. Xavier provides a few guidelines for managers to follow: 1. Know the employees’ roles, responsibilities, and capabilities. 2. Plan delegation of tasks to employees in advance whenever possible. 3. Use clear and concise communication when unexpected situations arise. Time management is also a key element in clarifying roles and responsibilities. Employees and managers must work together to budget time effectively. Delivering Valuable Feedback Feedback also plays a vital role in improving employee performance. Feedback should share information with employees, whether by giving corrective guidance, or rewarding employees for a job well done. Feedback should always be delivered in private and managers should always be well prepared. Xavier presents a seven-step model of feedback for managers: 1. Clearly state the purpose of the feedback. 2. Describe the action or behavior that you observed. 3. Describe your reaction to what you observed. 4. Give employees an opportunity to respond. 3-16
Page 1 and 2: Ohio University College of Business
Page 3 and 4: Section 1: Business Writing Skills
Page 5 and 6: With permission: International Pape
Page 7 and 8: • Distinguish opinions from facts
Page 9 and 10: Be polite: Politeness means being c
Page 11 and 12: short, and to the point. Most impor
Page 13 and 14: Concise Verbs vs. Nominalized Verbs
Page 15 and 16: Transition Words And Consequently T
Page 17 and 18: Section 2: Business Letters and Mem
Page 19 and 20: Basic Page Formatting in MS Word Ap
Page 21 and 22: Creating Headers and Footers Header
Page 23 and 24: Guidelines for Formatting Memos To:
Page 25 and 26: Plain Paper Memo MEMORANDUM (Option
Page 27 and 28: Bad News or Negative Communication
Page 29 and 30: Reduce Resistance 1. Do not ignore
Page 31 and 32: Table of Contents Section 3: Report
Page 33 and 34: Business Report Segments Formal Inf
Page 35 and 36: Report Outlines Informational Analy
Page 37 and 38: Reports in the Impersonal Style The
Page 39 and 40: Qualities of Well-Written Reports 1
Page 41 and 42: Sample Letter of Transmittal Green
Page 43: The Executive Summary Executive Sum
Page 47 and 48: Line 7 1” Formatting Guidelines 1
Page 49 and 50: Create a Table of Contents The easi
Page 51 and 52: Hardware Examples of Lead-Ins, Summ
Page 53 and 54: Appendices Ancillary Pages • Iden
Page 55 and 56: Pagination (College of Business Sta
Page 57 and 58: Section 4: Presentations 4-1
Page 59 and 60: Effective Presentations Delivering
Page 61 and 62: Getting Organized: Factors to consi
Page 63 and 64: audience will not care about your p
Page 65 and 66: PowerPoint Tips A well-executed Pow
Page 67 and 68: • Text movement should be motivat
Page 69 and 70: Overcoming Fear of Speaking before
Page 71 and 72: Table of Contents Section 5: Employ
Page 73 and 74: Statements Action Statements, Descr
Page 75 and 76: Address (home or campus) City, Stat
Page 77 and 78: Sample: Enhanced Resume Lucinda Cre
Page 79 and 80: (Line One) (Line Two) (Line One) (L

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