Part 2: Applying the Three-Step Writing Process
Chapters 4, 5, and 6 introduce the three-step writing process, giving students three full chapters of
practice. These chapters deal with the fundamentals of crafting messages, including audience analysis,
organization, style, tone, and basic document design. Your students can learn the skills required to write
messages that are clear, interesting, concise, diplomatic, and convincing.
To reinforce the learning process, give your students plenty of practice in planning, writing, and
completing messages. Call attention to the proofreading symbols and correction marks in Appendix C. If
your class needs to work on the basic principles of grammar and punctuation, you might also include in
4: Planning Business Messages 4-2
Chapter 4: Planning Business Messages
Chapter 4 introduces the three-step writing process and covers the tasks in the writing step: analyzing the
situation, gathering the information needed to craft an effective message, choosing the best combination
of media and communication channels, and organizing the information. Note that we now divide media
choices into oral, written, and visual media delivered via digital or nondigital channels, for a total of six
basic combinations.
CHAPTER OUTLINE
Understanding the Three-Step Writing Process
Optimizing Your Writing Time
Planning Effectively
Analyzing the Situation
The Most Common Media and Channel Options
Oral Medium, In-Person Channel
Oral Medium, Digital Channel
Written Medium, Print Channel
Written Medium, Digital Channel
State the Major Points
Provide Examples and Evidence
Building Reader Interest with Storytelling Techniques
Learning Catalytics is a bring your own device student engagement, assessment, and classroom
intelligence system. It allows instructors to engage students in class with real-time diagnostics. Students
can use any modern, web-enabled device (smartphone, tablet, or laptop) to access it. For more
information on using Learning Catalytics in your course, contact your Pearson Representative.
4: Planning Business Messages 4-3
LECTURE NOTES
Section 1: Understanding the Three-Step Writing Process
Learning Objective 1: Describe the three-step writing process.
The three-step writing process helps ensure that your messages are
The writing process can be divided into three phases, each with specific tasks:
Step 1. Planning business messages
Analyzing the situation
Step 2. Writing business messages
Step 3. Completing business messages
Revising your message
Producing your message
Optimizing Your Writing Time
When writing business messages, try scheduling your time as follows:
Planning: About one-half of your time
Devoting half your time to planning might sound odd, but doing so can save time overall.
Start with the 502525 split as a guideline and use your best judgment for each project.
4: Planning Business Messages 4-4
Planning Effectively
Careful planning helps in three significant ways:
It helps you find and assemble the facts your readers are looking for and to deliver that
information in a concise and compelling way.
Section 2: Analyzing Your Situation
Learning Objective 2: Explain why it’s important to analyze a communication situation in order to define
your purpose and profile your audience before writing a message.
Every communication effort takes place in a particular situation, meaning you have a specific message to
send a specific audience under a specific set of circumstances.
A successful message starts with a clear purpose that connects the sender’s needs with the audience’s needs.
Defining Your Purpose
All business messages have a general purpose:
Within your general purpose, each message also has a specific purpose, which identifies
To decide whether to proceed with your message, ask yourself four questions:
Will anything change as a result of your message?
Is your purpose realistic?
Is the time right?
Is your purpose acceptable to your organization?
Developing an Audience Profile
Develop an audience profile by
4: Planning Business Messages 4-5
Determining audience composition
Gauging your audience members’ level of understanding
Understanding audience expectations and preferences
Forecasting probable audience reaction
Section 3: Gathering information
Learning Objective 3: Discuss information-gathering options for simple messages, and identify three
attributes of quality information.
For simple messages, you may already have all the information at hand, but for more complex messages,
you may need to do considerable research and analysis before you’re ready to begin writing.
For many messages, you can informally gather the information you need by
Considering the audience’s perspective
Reading reports and other company documents
Talking with supervisors, colleagues, or customers
Asking your audience for input
Uncovering Audience Needs
Find out what your audience members want to know:
Listen to their requests.
Finding Your Focus
If an assignment or objective is so vague that you have no idea how to get started in determining what
the audience needs to know, try these discovery techniques:
Free writingwrite whatever comes to mind without stopping to make any corrections for a
set time period.
Sketching—if you’re unable to come up with words, grab a sketchpad and start drawing.
Providing Required Information
Provide all the information your audience requires.
One good test is the journalistic approach (answering who, what, when, where, why, and how).
Be sure the information you provide is accurate:
Quality is as important as quantity.
Double-check every piece of information you get, particularly from unknown online sources.
4: Planning Business Messages 4-6
Be sure your information is ethical (as honest and complete as you can make it).
Be sure the information you provide is pertinent, as in tailored to your audience’s interests and needs.
Section 4: Selecting the Best Combination of Media and Channels
Learning Objective 4: List the factors to consider when choosing the most appropriate medium for a
message.
You can think of medium as the form a message takes and channel as the system used to deliver the
message.
Most media can be distributed through multiple channels, and the choices continue to become more
complex as more options are made available to business communicators.
The Most Common Media and Channel Options
The simplest way to categorize media choices is to divide them into oral, written, and visual.
Each of these media can be delivered through digital and nondigital channels, which creates six basic
combinations:
Oral medium, in-person channel: talking with people who are in the same location, from one-
on-one conversations to formal speeches
The same physical space is a key distinction because it enables the nuances of nonverbal
communication more than any other media-channel combo.
Oral medium, digital channel: any transmission of voice via electronic means, both live and
recorded, including telephone calls, podcasts, and voicemail messages
Live phone conversations offer the give-and-take of inperson conversations, although
they lack the nuances of nonverbal communication.
Podcasts can be a good way to share lectures, commentary, and other spoken content.
Written medium, print channel: the classic format of business communication, including
memos, letters, and reports
Memos are brief printed documents traditionally used for the routine, day-to-day
exchange of information within an organization.
4: Planning Business Messages 4-7
Letters are brief written messages sent to customers and other recipients outside the
organization.
Reports and proposals are usually longer than memos and letters, although both can be
created in memo or letter format.
While still a useful format, printed documents have been replaced by digital alternatives
in many instances.
Several situations in which you should consider a printed message over electronic
alternatives
When you want to make a formal impression
Written medium, digital channel: covers everything from tweets to website content to ebooks
This is now the primary choice for most written messages in many companies.
Visual medium, print channel: includes printed photographs, diagrams, and infographics
These can be effective for conveying emotional content, spatial relationships, technical
processes, and other content than can be difficult to describe using words alone.
Visual medium, digital channel: includes online infographics, interactive diagrams, animation,
and digital video
Traditional business messages rely primarily on text, with occasional support from
graphics.
Many business communicators are discovering the power of messages in which the visual
element is dominant and supported by small amounts of text.
4: Planning Business Messages 4-8
Visuals messages (without or without supporting text) can be effective for a number of
reasons:
Today’s audiences value messages that can be consumed quickly.
Visuals are often more effective at describing complex ideas and processes.
Communication on mobile devices presents a number of unique challenges:
Screen size and resolution
Cumbersome input technologies
Class discussion question: Ask students to discuss their likes and dislikes regarding communication
media. Do some despise voicemail, for example, or prefer texting to live phone conversations? Why do
they make the media choices they make?
Factors to Consider When Choosing Media
When deciding which media to use, consider:
Media richness (a medium’s ability to convey a message through more than one
informational cue [visual, verbal, vocal], facilitate feedback, and establish personal focus)
Message formality
Media and channel limitations
Section 5: Organizing Your Information
Learning Objective 5: Explain why good organization is important to both you and your audience, and
list the tasks involved in organizing a message.
Organization can make the difference between success and failure.
Good organization helps your audience:
Understand your message
4: Planning Business Messages 4-9
Good organization helps you:
Consume less of your creative energy
Defining Your Main Idea
Your topic is the overall subject of the message; your main idea is a specific statement about your
topic.
Limiting Your Scope
The scope of a message matches your main idea in every aspect, including the
Range of information you present
Overall length
Level of detail
Limit the number of major supporting points to a half dozen or so.
A smaller number of stronger points is more powerful than a mass of minor points.
Scope depends on
4: Planning Business Messages 4-10
Choosing Between Direct and Indirect Approaches
When deciding on the sequence of your points, you have two basic options to choose from:
Your approach may differ depending on likely audience reaction and the purpose of your message.
Here are the most common choices:
Routine and positive messages: Direct approach
Outlining Your Content
Creating an outline
Saves you time
Helps you create better results
Types of outlines include
The basic outline format (numbers or letters identify each point and are indented to show
which items are of equal status)
To develop an outline, you usually
Start with the main idea
State the major supporting points
Illustrate with evidence
The main idea summarizes two things:
4: Planning Business Messages 4-11
Your major support points will be suggested by one of the following:
The natural order of your subject (based on something physical, the steps in a process, the
Specific evidence helps audience members
Understand the more abstract concepts you’re presenting
Provide enough evidence to be convincing without becoming boring or inefficient.
To maintain audience interest, vary the type of detail:
Facts and figures
Example or illustration
If your schedule permits, try to put aside your outline for a day or two before you begin composing
your draft.
Building Reader Interest with Storytelling Techniques
Narrative techniques can be an effective way to organize messages in many business communication
situations, from recruiting and training employees to enticing investors and customers.
Examples:
Television commercials and other advertisements
Career-related stories to entice talented people to join a firm