Business Letter Design and Formats
Business Letter Design and Formats
Business Letters
A. Stationery and Envelopes
B. Standard Parts of the Letter
C. Optional Parts of the Letter
D. Letter Layout
Memorandums
A. Stationery
B. Parts of the Memorandum
C. Layout of the Memorandum Body
D. Envelopes and Electronic Mail
IV. Summary
156
CHAPTER
7 THE APPEARANCE AND DESIGN OF BUSINESS MESSAGES
n the workplace of the future, you may send and receive dozens of messages, in-
terview a candidate for a position in your company through a videoconference,
write a report to your manager regarding a new initiative, and download several
company files for analysis—all from a PC in your home office or from your lap-
top if you are not at home. The electronic revolution is changing the way we
communicate, and these changes include formats and conventions of written
communication.
In the more traditional forms of written communication, your receiver will
form an impression of you based on the overall appearance and format of the
message. Your cover letter enclosed with your resume when you apply for a job
will communicate something about you even before your receiver reads a word
of it. This chapter is a brief overview of both the traditional formats of written
communication, such as letters and memos, and the newer communication styles
developing as a result of the exploding technology.
BUSINESS LETTERS
The medium used most often for written messages to persons outside your orga-
nization is the business letter. Your letter’s appearance conveys nonverbal impres-
sions that affect a reader's attitude even before that person reads the letter. The
many type styles and formats of modem word processing systems and printers
can enhance the appearance of your message and create a positive impression.
Elements of appearance that help produce favorable reactions are appropri-
ate stationery and correct letter parts and layouts.
Letterhead
Modern letterheads (see Figure 7.1) usually occupy no more than 2 inches at the
top of the page. The firm’s name, address, ZIP code, and sometimes telephone
number, cable address, fax number, Internet address, nature of business, and
‘PART THREE MESSAGE DESIGN
Letterhead information name of the department or branch office sending the correspondence are
should include the name, printed, embossed, or engraved.
address, ZIP, and telephone Optional details are names of officers and directors, trademark, slogan, and
number. Sometimes fax num- the firm’s starting date. Many firms include the extended ZIP code—four figures
bers, nature of business,
beyond the ZIP. Benefits of including the extended ZIP are high-speed sorting
and name of department are
of your outgoing mail and improved delivery services.
also included.
JAMES SMITH
CHAIRMAN & MANAGING DIRECTING
Envelopes
Return addresses of the senders, often printed like the letterhead or, if neces-
sary, typewritten, should be in the upper left corner of the envelope. The ad-
dressee’s address, which is the inside address of the letter, should be placed on
the envelope according to U.S. Postal Service published guidelines for location,
legibility, abbreviations, and format. Addresses should always be typed in block
form, with all lines aligned on the left (see Figure 7.2). Information in the ad-
dress should be listed in the following order:
Figure 7.2 Large business envelope (no. 10 size—9'/2 by 4'/s inches) prop-
erly addressed for optical character recognition.
160 PARTTHREE MESSAGE DESIGN
typed in all capitals below the return address near the left upper edge of the en-
velope, as shown in Figure 7.2. Business correspondence should follow the pre-
scribed guidelines because the Postal Service uses scanners to speed operations.
The U.S. Postal Service extended ZIP codes can identify a floor in a large build-
ing or even a department in an organization.
To speed machine sorting and processing while holding down postal operat-
ing costs and postage fees, the Postal Service continues to make minor changes
in published preferences wherever possible and desirable. They also have, in
every large city, a joint Mailer/Postal Service organization that deals with mailer
problems and suggestions. A free monthly pamphlet and various guidelines for
successful envelope addressing are available from your local post office.
Communication Probe
The kind of stationery a company chooses, its quality, and any graphic de-
signs or letterhead formats it chooses can communicate a strong message
to clients and consumers. If a company has no consistent graphics, letter-
heads, or quality of stationery, the message can be one of visual chaos, sug-
gesting an absence of attention, organization, and effective management. A
lack of quality and consistency can also be costly, with each division and
department designing and funding its own stationery, letterheads, and im-
ages. Although a reader usually does not study the kind of stationery used
by a company or the effectiveness of its graphics, the physical characteris-
tics nevertheless do communicate a strong impression that can help or hin-
der the substance of the message.
Spaeth, T. (1991, Winter). Diagnosing corporate identities. Design Management Jour-
nal, 47-51.
CHAPTER
7 THE APPEARANCE AND DESIGN
OF BUSINESS MESSAGES — 33) a = 161
You are reading an example of the modified-block form of business letters. This
form is characterized by all parts of the letter except the date, complimentary close,
and signature sections beginning at the left margin.
In this example, the date and the complimentary close both begin at the horizontal
center of the page. (The date could also be placed so that it ends at the right hand
margin. Likewise, the complimentary close could start to the right of center so
body that the longest line in the signature area ends at the right hand margin.) Company
and business title are typed on the fourth line below the complimentary close.
The signer's title may be typed on the line below his or her name; or if it is long,
it can be split and typed on two lines.
This letter uses mixed punctuation, which means that there is a colon at the end
of the salutation and comma after the complimentary close. No punctuation is
used after the date or after any line in the inside address, except after an
abbreviation, such as "Inc."
Reference EEL:mo
initials
year—3 May, 1997. As companies globalize, more people write out the month to
avoid confusion.
Order of items is (1) courtesy title, (2) name, and (3) executive or professional
title, if any. All parts are typed single-spaced.
Ch Dinter MalrlionG
treme |e itmiaa Sr
Human Resources Officer
Esso Singapore Private Limited
1 Raffles Place
Singapore 0104
3. Salutation
Salutations are typed on the The salutation is typed on the second line below the inside address, two lines
second line below the inside above the body, and even with the left margin. Both traditional and compara-
address and two lines above tively recent salutations are included in the following list, all of which much be
the body of the letter. appropriate for the first line of the inside address.
4. Body
Most letters are typed sin- Generally, the body of all letters should be typed single-spaced, with double
gle-spaced, with two spaces spacing between paragraphs, before and after the salutation, and before the
between paragraphs, before complimentary close. Figure 7.3 indicates where all blank line spaces are in that
and after the salutation, letter. A short letter could be double-spaced with additional blank line spaces
and before the complimen-
before and after the date and within the signature area.
tary close.
When the body ofa letter is two or more pages, each page beyond the first
is headed by the addressee’s name, page number, and date. This information is
typed at the top of the sheet with the same margins as the first page.
5. Complimentary Close
The most popular complimentary closes in American letters are the following
(notice that only the first word is capitalized).
When the letter is informal, additional complimentary closes are often used,
such as Warm regards, Best regards, and Best wishes. Do not be surprised to see
letters from the U.K. or Asia closing with Faithfully yours, or Faithfully; tradition
influences their use of that closing.
6. Signature Area
You can include in the signature area several identifications: name of your com-
pany, your signature, your typewritten name, and your business title. If printed on
the letterhead, your company name need not be typed after the complimentary
close. However, if you wish to include it, type it in capital letters a double space
under the complimentary close, as in the Westwood company example below.
164 PART THREE MESSAGE DESIGN
Your signature is pen-written above your typed name, which appears three
to five lines below the company name (if included) and the complimentary close.
The typed business title usually follows the typed name.
Usually the signature is the same as the typed name. An exception occurs
when you use your reader's first name for the salutation, in which case you will
usually sign only your first name above your typed name, as Steven Grant did in
the example above.
7. Reference Section
The reference section may Your initials as the composer of the message along with those of your typist usu-
include information about ally appear at the left margin on the same line with the last line of the signature
the message composer, the area (your name or title) or one or two lines below that, as in F igures 7.3 and 7.5.
typist, and sometimes word
Common forms are
processing data.
If someone other than the signer of the letter composes the letter, practice
varies regarding reference initials. Many firms show on the file copy the initials
of the signer, writer, and typist (KLM:JC:tr). The original to the addressee may
omit all or only the writer's initials to avoid showing that the signer did not com-
pose the letter. At present, there is no universally recommended way to include
references.
m= When the writer does not know an individual’s name but wants the mes-
sage to go to a particular title (sales or adjustment manager) or depart-
ment (personnel)
m When the writer knows only the person’s surname and therefore does not
want to use that name in the salutation
= When the writer expects that the addressee travels often and wants the
letter to be attended to promptly by whoever takes care of the ad-
dressee’s business
Placement of the attention line is usually between the inside address and
salutation, with a blank line before and after it. It may be flush with the left mar-
gin, indented with the paragraphs, or centered. See Figure 7.5. for an example
of flush with the left margin.
2. Subject Line
Considered part of the body of the letter, the subject line helps tell your reader
at a glance what your letter is about. It also helps in filing. The subject line may
include or omit the word subject. It is usually placed on the second line below
the salutation and centered (Figure 7.4), or it may be placed flush with left mar-
gin (Figure 7.7). The typing may be capitals and lowercase and underlined (Fig-
ure 7.4) or all capitals (Figure 7.7).
3. Enclosure Notation
An enclosure or attachment
notation is included to re- To remind whoever prepares your envelope for mailing that something is to be
mind your reader to check enclosed, the enclosure notation is usually typed a single or double space under
for additional pages of infor-
mation.
The room reservations you requested for the month of March have been
taken care of. We have given you the Snow Suite-two rooms with a
kitchenette. You should be comfortable there, and the expected ski
conditions are excellent.
The enclosed brochure tells you about the services we have added since
you were here last.
Figure 7.4 Illustration of heading with typed return address on plain sta-
tionery; also, inside address, nickname in salutation, and centered subject line.
DIGIGRAPHICS, INC.
222 49th St.
City, NY 10012-0000
May 2, 199-
REGISTERED MAIL
DIGIGRAPHICS, Inc. can supply you with forms for all kinds of
business letters. This full-block letter is typed single-spaced with
a blank line between paragraphs. Every line begins at the left margin.
"REGISTERED MAIL" is a double space from the date.
Many firms prefer this format because of its simplicity and ease in
setting up on computers or word processors. The writer's company
name may be typed under the complimentary close, as here, or
omitted.
Sincerely yours,
DIGIGRAPHICS, INC.
MB/mo
Figure 7.5 Full-biock letter style, with mixed punctuation. Length: short.
the reference initials. This notation also alerts the addressee to check for enclo-
sures. One enclosure is a unit that can consist of one or more pages. For exam-
ple, a cover letter with a two-page resume enclosed is only one enclosure. When
more than one item is enclosed, you should indicate the number: "Enclo-
sures 3" (See Figure 7.6). For an attachment, that word may be typed in
place of “enclosure.”
CHAPTER7THE APPEARANCE AND DESIGNOF BUSINESS MESSAGES 167
4. Copy Notation
When persons other than When you want persons other than the addressee to receive a copy of your letter,
the addressee will receive a the names of these persons should be typed just below the reference initials or
copy of your message, you the enclosure notation, whichever is last. Type “cc” before the copy notation
note by writing “c,” “pc,”
names if you are sending them a carbon copy. Type “c,” “pe,” or “copy” if it is a
“copy,” or “cc” followed by
photocopy. Recipients’ addresses may be included after their names.
the names of these persons
just below the reference ini-
When you do not want the addressee to know that other persons are getting
tials or the enclosure nota-
a copy of the letter, type “bc” (blind copy) or “bpc” (blind photocopy) and the re-
tion. cipients’ names on the copies only.
6. Postscript
To emphasize a point already in your letter or to include a brief personal mes-
sage unrelated to the letter, a postscript, typed or handwritten (with or without
“P.S.,” “PS,” or “PS:”) may be added below everything else typed on the page.
(See Figure 7.5.) But with today’s rapid word processors, the postscript is falling
into disuse.
If you have occasion to use several notations after the signature area, the
initials RECMP may help you remember the proper order for arranging them
vertically at the left margin: reference initials, enclosures, copy notation, mailing
notation, postscript.
Punctuation Styles
Open and mixed punctuation are the two forms most used in American business
letters. In open punctuation, no line of any letter part (except the body) has any
168— PART THREE MESSAGE DESIGN
Letter Styles
Business letters are usually arranged in one of the letter styles described briefly
below and in Figures 7.3 to 7.7.
1. Full-block (Figure 7.5). Every line begins at the left margin. This is a
common format because it is quick and easy to set up.
2. Modified-block (Figure 7.3). The date, complimentary close, and signa-
ture sections begin at the horizontal center of the page or are placed so
that they end near the right-hand margin. Attention and subject lines
may be indented, centered, or begin at the left margin, where all other
parts begin. This letter style is used often and is attractive on the page.
3. Modified-block with paragraphs indented (Figure 7.6).
4. AMS (Administrative Management Society) simplified style (Figure
7.7). AMS has been in use since the 1950s, but is not widely used.
In summary, some software packages for word processing systems have re-
moved most of the guesswork in laying out or formatting a letter, Additional non-
verbal cues of the letter’s appearance are its stationery, placement of the stan-
dard parts on the page, and envelope. When these are all desirable, the
combination will help you send a visually appealing letter.
MEMORANDUMS
In contrast to the letter, which is directed outside your organization, the memo-
randum goes within your organization. It is the most common form of written
CHAPTER
7 THE APPEARANCE
AND DESIGN OF BUSINESS MESSAGES ais es: 169
LETTERHEAD
February 6, 199-
Among other formats available for your business letters is this modified-block
style with paragraph indentations. The date may be centered or placed to the right
of center, so long as it does not extend into the right margin. In this example,
the date begins to the right of center.
The attention line here is at the left margin, two lines below the inside address,
and underlined. It could also have been centered and typed in all capital letters
without underscoring. If you wanted Ms. Fenottus' name in the salutation, you
would type her first name or two initials and her surname above "Research &
Development Department." Then you would omit the attention line and use
"Dear Ms. Fenottus" in the salutation.
Like the date, the complimentary close begins at the center of the page.
The company name is omitted, but it could have been included. Also, the
signer's name, instead of being at the left, could have been typed in the usual
place—or just move above "Creative Director," and reference initials could then
have been used at the left margin.
The term "enclosures 3" in the reference section shows that three
additional items are being enclosed in the envelope. Each different item is
counted as one regardless of the number of pages it has. The notation "c"
indicates that a copy is being sent to Mr. Solomon. If you have more than one
name, you can list them alphabetically or by rank.
The right-hand margins are not "justified" (even) in this letter, but that
is an option you have for this and all other letter styles.
Enclosures 3
c: Mr. James Solomon
LETTERHEAD
May 1, 199-
This letter form, Mr. St. John, has been recommended by the Administrative Management
Society as a timesaver when typing business letters. Here are its features:
° The subject line is all capitals, omits "Subject," and is typed where the salutation is
usually placed.
* The signer's name and business title are typed in all capitals, starting at the left margin
at least four lines below the last line of the letter body.
* The typist initials are at the left margin two lines below the signer's name. Enclosures
and names of persons receiving copies are on separate lines below the initials.
Mr. St. John, the simplified letter not only saves time but also avoids the risk of selecting an
inappropriate saluation—or using "Dear (name)" when the reader is in no way "dear." It is also
helpful when you are writing a department and don't know anyone's name or whether its
members include men, women, or both.
For most business letters, correspondents prefer to use the traditional forms with salutations and
complimentary closes.
mo
Enclosure
CC: Jon Sanchez, Jennifer Waits
Stationery
Managers using electronic mail (E-mail) send their message from a computer to
that of a colleague, eliminating the need for stationery. Or the receiver may print
out the message on computer paper. For more permanency, a copy of the E-mail
memo is often reproduced on higher-quality stationery. Formal memorandum
reports, composed on word processing systems and reproduced on laser print-
ers, may also use higher quality paper. Preprinted memo stationery may include
MEMORANDUM and the company’s name (but not address). Also, words nam-
ing the various memo parts may be included, as in Figure 7.8. Many companies
decide on their own format.
For your
Message, Comment, or Reply LC) APPROVAL OO INFORMATION (I COMMENT
Headings
Whether to include a cour-
What you write after the TO. FROM, and DATE will vary with the situation
tesy title after your “TO”
and your organization’s practices. A courtesy title such as Mr., Mrs., Miss, Ms.
heading depends on your re-
lationship with your re-
before your reader’s name may be used, depending on your relationship with the
ceiver; you omit your title reader (superior or subordinate) and the degree of formality within your organi-
before your own name. zation. You omit the title before your name. Also, if the message is a temporary
message, not to be filed, and if you and the writer work together regularly, you
may merely use initials, first name, or nickname after TO and FROM. and use
all figures or abbreviations for the date.
Whether you use initials, first names, or whole names, you must sign or ini-
tial your memo. Usually your signature is written above or to the right of your
printed name. Occasionally, the signature is put at the bottom of the memo.
If the memo will be filed, the names of the sender and receiver should be
completely spelled out. If you are sending the same message to several persons,
their names or titles, or both, should be typed after T 0. If you write to the same
persons often, you may have a form called a routing slip prepared with their
names printed after the T 0. When you have only one copy of a document, book,
or other important papers that you want everyone in a certain group to read and
comment on, circulate a cover memo as in the following:
Subject Line
A subject line must make the content of the memorandum instantly clear. One-
word subject lines communicate little. The reader does not know whether he or
she will be informed or persuaded, asked to do something, or simply to read for
information. Busy executives who receive many memos daily desire an up-front,
CHAPTER 7 THE APPEARANCE AND DESIGN OF BUSINESS MESSAGES ad ; i 173
TO PLANT/DEPARTMENT
FROM PLANT/DEPARTMENT
SUBJECT DATE
Message
SIGNED
Reply
DATE SIGNED
PERSON RECEIVING COMMUNICATION: RETAIN THIS COPY FOR YOUR RECORDS (1st page: white)
ORIGINATOR: DETACH THIS COPY, SEND REMAINING SET, CARBON INTACT, FOR USE OF REPLIER (2nd page: yellow)
ARNee ee
REPLIER: RETURN THIS COPY TO SENDER (3rd page: pink)
clear direction to the memo. Thus the deductive, early statement of intent, often
including a verb, gives early understanding of later contents, as in the following
two approaches.
In brief, the subject line should give immediate direction to the memoran-
dum. Later, of course, the specific aim of the memo will appear. But having clar-
ity immediately increases the chance of a reader's understanding.
Electronic Mail
E-mail formats have similari- Writing conventions for electronic mail are still emerging, but generally, E-mail
ties to both memo and letter is marked by informality and speed. Formats can vary considerably from one
formats, with conventions sender to another. Receivers have varying comfort levels with messages sent
that are still developing as electronically; some receivers always print out the message in hard copy in order
the use of electronic mail ex-
to give it their best reading. Over time, the users of E-mail will determine which
pands.
kinds of formats are effective. At present, E-mail formats are generally a less for-
mal combination of letter and memo conventions, with memo headings for inter-
nal and external communications, but often with salutations and closings more
like letters. A complete discussion of electronic mail, including ways to use it ef-
fectively, is in Chapter 5.
Facsimiles (Faxes) —
For immediate communica- Where there was one fax machine, there are now three, five, or ten. For years,
tion, many organizations this instrument languished, only to burst forth as one of the preeminent instru-
use a fax, which is a fast- ments for communicating information—worldwide or down the hall. Basically,
growing means of sending the system transmits identical images electronically from the sender’s machine to
and receiving messages. the receiver's. That machine may be a fax machine or a computer with software
capable of sending a fax directly from your computer to another computer. All
one needs is the telephone and fax number of the receiving party.
Noteworthy also is the Western Union Instant Mail Manager for the Macin-
tosh computer. It is usable for message creation, transmission, and receipt. “Fax
for Macs” are delivered worldwide. From your Macintosh you can send mes-
sages to multiple fax machines as well as telex subscribers simultaneously by
using EasyLink’s multiple address feature. You receive immediate information
that your fax message has been delivered.
Teleconferencing
It is often less expensive to bring together people located at distant geographical
sites by arranging a teleconference rather than have them physically come to-
gether. There are three ways you can make this kind of arrangement:
SUMMARY
Forms of your message, as contrasted to its substance, are important for two rea-
sons: (1) You want your receiver to get your points without being distracted by
the message’s format, and (2) you want your message’s format to make your
points as easy to understand as possible. Even with your message’s format, you
need to be aware of your receiver’s expectations.
This chapter is your guide to formats of business letters, memos, and the
various forms of electronic communication media. The appearance of your busi-
ness messages gives a strong nonverbal impression to your reader. Stationery,
parts, format, and envelopes for business letters (external communication)
should follow certain guidelines. For memorandums (internal communication)
the stationery, parts, layout, and envelopes are different from those of letters.
Format conventions for the new and developing electronic media are con-
tinually changing. E-mail tends to take less formal shapes and to be based on
quickness of delivery. Faxes are also immediate and, at this writing, easier to use
than E-mail. Older forms of electronic media—telegrams, mailgrams, and telexes—
are still used by many companies not yet hooked up to the growing computer
networks. Teleconferencing is growing in popularity for companies whose inter-
ests are increasingly global.
. Correcting Format Errors. Discuss the errors in each of the following let-
ter parts. Each example has one or more faults.
b. Dear George,
Sincerely yours
CHAPTER 7 THE APPEARANCE AND DESIGN OF BUSINESS MESSAGES 179