Example 1: Thank you letter for participation

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Ms. Holst:

We would like to thank you for the excellent job you did in coordinating the annual Office Skills Fair. You managed to schedule a wide variety of professionals to instruct on skills that will benefit our office staff.

We especially appreciate the new topics you introduced. Building Web pages, for example, is an area our company has been wanting to explore. Now that we have employees who have learned to do so, we can capitalize on that knowledge. It was also interesting to see demonstrations of so many new types of office software.

Planning a week-long Skills Fair such as this is a monumental undertaking. Your attention to detail, from the scheduling of presenters, to the arrangements of the room, to the choice of caterers made this one of the most successful Skills Fairs we have ever had. Thank you for a job well done.

Sincerely,


Example 2: Thank you letter for event participation

Memorandum

TO:

FROM:

DATE:

SUBJECT: Thank You to the Banquet Planning Committee

We would like to extend a hearty thanks to LaShonda James, Parker Grey, and Josiah Temple for the wonderful job they did in planning our annual banquet.

Their choice of the River Queen made this year’s banquet a unique experience. It was the first riverboat ride many members of our company have taken, and the chief of the River Queen was excellent, as promised.

The committee, however, outdid themselves with the securing of Dr. Albert Sooner as our keynote speaker. Dr. Sooner is a gifted speaker, who is as entertaining as he is thought-provoking. His speech is not one we will soon forget.

Congratulations for an outstanding job to these fine individuals are in order. Please be sure to offer them your sincere appreciation.

Example 3: Thank you letter after meeting

Memorandum

TO:

FROM:

DATE:

SUBJECT: Thank You for Your Work

We would like to thank you, Beth, for the fine job you did when arranging travel and hotel arrangements for our meeting participants. Some important clients attended this meeting and your efficient planning of every detail, including arranging for pick-up or having a rental car already arranged, helped the process go smoothly. No one had to worry about a thing, which is precisely what we wanted when we assigned you this job.

Coordinating for sixty people was quite a task, we know, and we appreciate the professional manner with which you handled it.

Example 4: Thank you to participate

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Casey,

We would like to thank you for the excellent invitations you designed for our upcoming stockholders meeting. The redesigned logo was perfect—you captured the bold, innovative feel of the company. We are pleased to be sending them out.

We would like to consider the possibility of using the new logo on all our future stationery. Please give me a call at Ext. 998 to discuss the possibility.

Regards,


Example 5: Thank you letter

Memorandum

TO:

FROM:

DATE:

SUBJECT: Transcription of Board Meeting Tapes

We would like to thank Beverly Jackson, Emile Carstairs, and Ben Warner for their transcription of our two day Board Meeting tapes. Having these tapes transcribed has been quite helpful for our board members—the tapes have allowed them to carefully study several key points of the meeting that will be voted on at the next meeting.

We realize the time and work involved in such transcription; particularly when the tape quality was at times less than perfect! Your efforts are greatly appreciated.

Guidelines : Thank You For Opportunity to Speak

Thank You for the Opportunity to Speak at Meeting

Guidelines and Alternate Phrases

• Thank the reader for the opportunity to speak.
• Your soapbox was solid and lofty–thank you so much for letting me climb on it last week to share a few “words of wisdom.”
• I appreciate so much the opportunity you gave me to address your group last Monday.
• Thank you for letting me share my ideas with the Forum group last week.
• Thank you for the opportunity to conduct the sales seminar for your group.
• Thank you for your confidence in having me address your group of engineers last week.
• What confidence you showed in asking me to be a part of last week’s panel before your managers! I thank you for the opportunity.
• Thank you for letting me do what I do best–talk. Your group made marvelous listeners!
• Give your assessment of how the meeting went, showing modesty about your contribution.
• The group seemed genuinely interested in hearing how ….
• The audience members were so good about responding to all my shenanigans.
• The audience asked some tough questions–I like that because it allows me to ….
• They were so willing to participate in all the activities I’d planned for them.
• The synergy of the group was fantastic; their potential to work together to achieve … will be unlimited.
• Although I’m sure there were some who disagreed with my theories, the majority expressed a great deal of support.
• Although some of the group already seemed well-versed in the subject, I hope they, too, picked up a few ideas about specific uses for ….
• The group certainly kept me on my toes with their questions.
• From reading the faces of the audience members, I think they were most receptive to the changes I suggested.
• Remind the meeting planner of any promises about referrals or other follow-up publicity efforts.
• The mailing list you offered to send will be quite helpful to me in making follow-up materials available to your group.
• I’ll be looking forward to getting some calls from the audience members about presenting this information at your local branches.
• Thank you for your offer to phone Jack Dunaway about the possibility of facilitating such a meeting with his group. That certainly will give the ideas wider exposure.
• I’ve enclosed a photo and print materials for the follow-up story you mentioned writing for your in-house newsletter.
• Ask for a testimonial letter if you want to seek other speaking opportunities.
• Would you mind dropping me a note about the presentation? As you may know, speakers live by word of mouth.
• I’ll appreciate it if you can write a letter mentioning your own and the group’s reaction to the briefing. I’d like to have some record to pass along to my supervisor, who is in the process of determining whether such briefings are really worthwhile.
• May I ask a favor? Would you drop me a short note giving your reflections on the meeting? Do you think the group will find the ideas helpful? How specifically will they profit from the information? These comments would be helpful for other managers trying to decide whether their teams would benefit from such a seminar.
• Would you please write me a letter about the audience’s reception to my ideas? No, I’m not planning to sit around and pat myself on the back. Rather, I want to have something in the file for other managers who might be considering a workshop similar to the one I presented for you.

Example 1: Thank you letter for opportunity to speak

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Kenny:

Thank you for the opportunity to speak to your group this week about relationship selling. I always look at such meetings as a learning experience for myself when I leave with so many true stories that underscore the validity of the concepts presented.

The group members seemed very receptive to the ideas. They asked some particularly thought-provoking questions that make me think they plan to use the information right away to their benefit. After you have had time to talk with others in the group, I’d also appreciate a note summing up their reactions to the ideas and the meeting. This feedback gives me invaluable direction for any follow-up sessions at other branches.

For those in the group who left their business cards with me, I’ll be mailing further information. If you have later inquiries, please direct them to my office.

All in all, I was thrilled about the potential of your group to change the way our industry does business.

Sincerely,

Example 2: Letter for opportunity

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Mr. Kruger:

Thank you for allowing me the opportunity to share my ideas on making the most of committee work. Knowing how to operate effectively in a group, I feel, is the key to a successful business. Obviously your employees felt that way—they asked specific questions which indicated they were seriously evaluating my ideas and methods.

I especially enjoyed the role-playing portion of the presentation. I often feel as if I learn more than the participants do. They always come up with a novel approach to a problem I had not considered. I guess that further validates the idea of working together! If at all possible, I would be interested in hearing your employees’ feedback concerning the presentation. Their comments are important to me, because if they disagreed or failed to understand a part of the presentation, then I need to adjust accordingly.

Thank you for your kind offer to pass my card along to other colleagues with a letter of recommendation for my presentation. I realize that you are extremely busy and appreciate the time you are taking to do so.

You have a group of bright, motivated employees. It was a pleasure to work with them.

Sincerely,

Example 3: Address in conference

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Joan,

Thank you so much for the opportunity to speak to your marketing class last week. I have often wondered how college professors manage to stand up at the front of the room and lead a group discussion—I initially found it more intimidating than giving a presentation to the Board of Directors!

Fortunately, your students soon set me at ease. I enjoyed hearing their perceptions of the world of marketing almost as much as they seemed to enjoy hearing about it from someone who is “in the trenches.” They asked excellent questions—ones that made me stop and consider certain marketing practices that are taken purely as a matter of course. Having to explain these practices gave me new awareness of my own field.

I have enclosed the bio and picture that you requested for your department newsletter. Thank you for the honor of including me in it!

I would also like to ask if your department may be interested in arranging some marketing internships with my company. If all your students are as perceptive and motivated as the ones I met in your advanced class, I’m sure it would be a worthwhile project.

Regards,

Guidelines : Soliciting Details about Audience

Soliciting Details about Audiences

Guidelines and Alternate Phrases

State your purpose.

I want to make sure I’m meeting the specific needs of your audience. Would you help me by answering a few questions?

Audience needs and expectations vary, so I want to make sure my comments are appropriate. Your answers to the following questions will help me focus my efforts.

I’m wondering about my aim. That is, I want to shoot my comments straight to the heart with your group. For example, will you answer the following:…

Ask your questions as specifically as possible.

Make response easy.

I’ve enclosed a two-page questionnaire for you to complete. Simply circle the appropriate numbers.

Simply jot your notes in the margin.

You may want to review these questions, think about your answers, and then phone me with your responses.

Could you direct me to two or three other members of your group who might answer the following questions for me?

Example 1: Soliciting details about audience letter

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Barbara:

I’m looking forward to speaking to your group on April 14. Would you help me make my comments as appropriate as possible by giving me a profile of the group members?

Simply jot your answers to the following questions in the margins of this letter. Or, if you prefer, you can call me at 379-7796.

• What is the male/female mix?
• What is the age range?
• What is their socio-economic level?
• What is their education level?
• Describe their technical background with regard to ….
• Is attendance required or by choice?
• What is their attitude about my subject?
• What is your objective for the meeting?
• Are they used to audience participation activities?
• Should I allow time for questions and answers?

Thanks for your help in making sure I’m on target with your audience.

Sincerely,

Example 2: Requisition letter

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Mr. Martin:

I am pleased to be able to meet with your employees to discuss customer service concerns with them. In order to ensure that I do not waste time covering material that your employees may already be proficient in, I would appreciate answers to a few questions. Feel free to jot your answers in the spaces provided. Thank you for your time—these answers will help me meet your audiences’ needs much more efficiently.

• How many employees will be attending?

• How many years has each employee been in customer service?

• How many years has each employee been with your company?

• Are any of your employees still in training? How many?

• How many employees are Level 1 Certified?

• How many employees are Level 2 Certified?

• How many employees are Level 3 Certified?

If there is a great deal of diversity in training levels, would you like me to divide the employees into groups and deliver small group presentations rather than one large group presentation?

As you can see, the answers to these questions will definitely determine what type of presentation I give. Thank you for your time.

Sincerely,

Example 3: Target audience letter

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Caroline:

I am looking forward to speaking about Floor Sales Strategies to your sales staff. In order to address their direct concerns, I would appreciate it if you could have the staff answer the following questions for me:

• What is the most difficult situation you have ever found yourself in when dealing with a customer?

• What aspects of floor sales do you have questions about? What things would you want to change?

• What would you consider to be an ideal work/sales situation?

Just fax me their answers at 554-8984. Thanks so much, Caroline!

Sincerely,

Guidelines : Recording of Minutes

Recording Minutes at Meetings

Guidelines

• Briefly state the major topics of discussion or meeting conclusions up front. However, delay mentioning specific assignments until after you have recorded the essence of each topic discussion.
• Use headings to help multiple readers focus on agenda items of individual interest. On occasion, you may want to use your discussion questions as headings and then record your conclusions and decisions in list form.
• Remember space given to recording a topic discussion suggests its importance; don’t get carried away with minutiae. Avoid the once-upon-a-time detail that always surrounds each discussion topic and focus on the major problems identified or solved, the major questions raised or answered, and the results and/or related follow-up action.
• Arrange topics in most-to-least significant format rather than in order of discussion.
• Include specific follow-up assignments–who should do what by when.
• Include names of attendees last.

Example 1: Meeting minutes examples

Memorandum

TO:

FROM:

DATE:

SUBJECT: Minutes of the December 8 Safety Meeting

The third safety meeting, held December 8, 19–, focused on establishing a new Accident Investigation Committee, company-wide publicity efforts, and verbal accident reporting:

Establishment of Accident Investigation Committees

By January 15, management will appoint 12 employees from each site as an “accident investigation pool.” When an accident occurs, the district manager will notify three people from this pool to investigate and report as follows:

• They will contact any injured employees, any witnesses of the accident, and the supervisor at the job site to gather information on causes, responsibility, and prevention.
• They will make a written report of their findings to the district manager (a copy to the safety coordinator) within three working days after the accident.
• The district manager will forward his report and any recommendations for disciplinary action to the appropriate senior vice president within 10 working days.

Publicity Focus and Visuals

We agreed the primary focus of all publicity should be to make supervisors realize they are responsible for the safety of all employees under their supervision.

• Bulletin board posters showing the number of accident-free days have been displayed in all divisions.
• Floyd Mayhen suggested and will take responsibility to see that large safety banners be posted in all field offices.

New Requirements for Verbal Reporting of Accidents

Any employee involved in an accident, along with his supervisor, will be required to meet with the safety division at its next scheduled session to present the circumstances of the accident, report on lost time, and recommend preventive measures.

Miscellaneous

1. We agreed to change the safety-meeting format on occasion to allow for field-related topic presentations by members of the group.

2. We discussed the possibility of filming “staged” accidents as the basis for future safety programs. No conclusion was reached.

Follow-up Assignments

1. Floyd Mayhen will investigate costs and design of safety banners and bring a recommendation for the next meeting.

2. Dusty Miller will notify appropriate managers about their appointing a 12-member “accident investigation pool” at each site.

3. Bonnie Tipps will draft the discussed procedures for distribution to the “accident investigation pools.”

Those attending the meeting were Abe Force, Julia Benhan, Floyd Mayhen, Dusty Miller, Bonnie Tipps, Henry Armory, and Kate Hendrix.

Example 2: Format for writing minutes

Memorandum

TO:

FROM:

DATE:

SUBJECT: Minutes of July 2 Book Selection Committee

The Selection Committee met on July 2, 19– to decide what categories should be expanded upon, or added to, our catalog offerings. After a discussion of an in-house study on buying trends and a membership survey, it was decided to explore the following three genres for possible inclusion or expansion.

Categories
Nature Writing—non-fiction

This category includes several cross categories, such as environmental writers, scientific writers, horticulturists, and hunters, just to name a few. The common bond in these writings is the philosophical tone such writers take, rather than be simply focused on an environmental issue, scientific problem, etc. The following authors were suggested for review:

• Barry Lopez
• Rick Bass
• Kent Nerburn
• John McPhee
• Gretel Erlich
• Annie Dillard
• Edward Abbey

Women’s Issues— fiction and non-fiction

As the majority of our membership is women it was suggested that we expand our offerings of women’s studies. This includes both fiction and non-fiction, but excludes straight romances and mysteries. Authors suggested for review include:

• Kathleen Norris
• Maya Angelou
• Jamaica Kincaid
• Bailey White
• Sue Hubbell
• Louise Elderitch

Poetry-—contermporary

While we regularly offer poetry selections, they tend to be centered around figures such as Sylvia Plath, Robert Frost, etc. We would like to include contemporary poets. Poets to be reviewed include:

• Adrienne Rich
• Joy Harjo
• James Tate
• Rita Dove
• John Barryman
• David Jauss

Sub-committees to Review Books

The selection committee appointed three sub-committees to review books by each of the authors. Ann Smithson, Taylor Blake, and Jim Freeport will be working with the Nature Writing genre; Kim Culper, Terry Watts, and Deimtra Fox will cover Women’s Studies; and Don Carrington, Scott Felder, and Shonita Mills will work with Poetry. Each sub-committee will be ready to present their reviews to the entire selection committee at next month’s meeting.

All twenty members of the selection committee were present at the meeting.

Example 3: Meeting minutes template

Memorandum

TO:

FROM:

DATE:

SUBJECT: Minutes of the October 8 Inventory Loss Committee Meeting

The Inventory Loss Committee met on October 8 to discuss extra security measures for the upcoming holiday season. The committee’s goal is to cut the incidents of shoplifting by 20 percent, based on last year’s estimated shoplifting losses. The committee focused on extra plain-clothes security people, new merchandise tagging systems, and an increase in employees monitoring all entrances and exits.

Plain Clothes Security People
The committee has decided to petition for the hiring of additional plain-clothes security people. While the addition to the payroll may be substantial, there are definite benefits.

• Regular employees will be freed up to meet the increased customer service demands.

• Plain-clothes security will be masquerading as shoppers, so they won’t have to worry about customer service questions, but can concentrate their efforts on monitoring other shoppers.

• Such security personnel would be professionally trained in the apprehension of shoplifters, unlike our regular staff. They are also trained in handling the situation once a possible shoplifter has been confronted.

New Merchandise Tagging System
The committee is researching the possibility of converting all tags in the store to electronic ones that can only be removed by the check-out clerks. However, it is doubtful that this method would be able to be used on our entire inventory. The committee is researching the costs and benefits of implementing an electronic-tagged merchandise system.

Increase in Employees Monitoring Entrances and Exits
This increase, the committee felt, would be most beneficial when people are attempting to shoplift large items that clerks would not normally bag. As customers leave the store, they would be asked if they required assistance in getting their merchandise to their vehicle. To receive assistance, they must first produce their sales receipt, which allows the employee to ascertain whether or not the merchandise was actually purchased. Employees at exits can also watch for people who pass through check-out lanes with no cashiers at them.

Deadlines
The committee has until October 20, 19– to compile their findings and present them to management. To do this, the committee has split into three sub-committees, each with four people, to study the methods of shoplifting control.

Sub-committees
Following are the assignments for the sub-committees:

Plain Clothes Security People
Didshe Youngly
Felicia Parks
Anita Webb
Mei Mei Lee

New Merchandise Tagging System
Ascencion Riveria
Jordan Kreller
Kyle Bates
Phillip Phelps

Increase in Employees Monitoring Entrances and Exits
Mary Ann Spivey
Eric Nichols
Francesca Wilson
Makenna Ashton

All twelve members of the Inventory Loss Committee were present at the meeting.

Example 1: Meeting recap letter

Memorandum

TO:

FROM:

DATE:

SUBJECT: Shift Supervisor Meeting

Our shift supervisor meeting was attended by all supervisors except Kathy, Jake, and Sue, who were required to remain with the service representatives. As explained in the agenda memo you received, the primary reason of the meeting was to discuss employee absenteeism and tardiness. Several suggestions to curb these problems were given, including the following:

• Write-up after three tardies, rather than five

• Dismissal due to tardiness after three write-ups

• Dismissal after only one unexplained absence, rather than three

As you can see, these potential policies are much more stringent then our current policies. Please review them carefully and consider their implications. I will expect you to come to next week’s meeting with a clear viewpoint on these suggestions.


Example 2: Meeting follow up letter sample

Memorandum

TO:

FROM:

DATE:

SUBJECT: Sales Meeting

At last week’s sales meeting, the following items were discussed:

Possible Mass Mailing As An Advertising Campaign
Ann, Stephen and Greg will be doing a study of mass mailing effectiveness for next month’s meeting.

Sales Incentives Plans
Gerald, Carmalita, and Sherry formed a committee to suggest various employee incentives if they reach certain sales goals. Incentives were to be based on accomplishment of goals set for each individual, rather than through competition with one another. They will present their suggestions at next month’s meeting.

Flex-time Hours
There will be a presentation from a group of employees of a sister company which promotes flex-time hours for employees with children. This special presentation will be held next week on Friday, June 8 at 2:00 p.m. If you are interested in having the opportunity to institute flex-time hours in our company, please sign up to attend.

Example 3: Meeting recap sample

Memorandum

TO:

FROM:

DATE:

SUBJECT: Possible Employee Dress Code

Yesterday’s meeting concerning employee dress code addressed several issues. The main topics of discussion were the following:

• Professional appearance for clients

• Dressing standards of other companies in the same field

• Employee comfort

• Whether or not certain dress requirements would increase or decrease employee productivity

Please study the following pages of dress code examples and consider how, or if, the various topics and examples effect one another. We will make a decision based on the discussions at next week’s meeting.

Example 1: Agenda of meeting

Memorandum

TO:

FROM:

DATE:

SUBJECT: Sales Meeting Agenda

Our upcoming sales meeting on October 5 will feature the following agenda:

• Overview of our sales for the month of September, with comparison to August sales and projection of October sales, to be presented by Tim Harroway

• Introduction of new sales strategy, to be presented by Terri Fisher

• Introduction of new sales line scheduled to begin January 1, to be presented by Juanita Estevez

• Awards of Excellence, to be presented by Bob Greenberg

If there are other issues you feel need to be formally addressed, please contact Bob Greenberg.

Example 2: Schedule a meeting letter

Memorandum

TO:

FROM:

DATE:

SUBJECT: Staff Meeting Agenda

Our monthly staff meeting will be held the afternoon of March 6 from 2:00-5:00. Please make sure your clients are aware of this. The meeting will cover the following issues:

• Results of the customer satisfaction survey

• Proper telephone protocol

• Effectively dealing with customer complaints or problems

• Assignment of new customer service accounts

• Reassignment of existing accounts

We will be ordering pizza for anyone who cares to stay for dinner after the meeting. Please check your pizza preference on the sign-up sheet posted on the bulletin board. The top three choices will be ordered.

Example 3: Meeting management services

Memorandum

TO:

FROM:

DATE:

SUBJECT: Breakfast and Lunch Arrangements

Please make catering arrangements for our upcoming electronics class, which will run from August 5-9. We will need a continental style breakfast and a lunch buffet to be served each day for thirty people.

Please compile a list of at least five local caterers, including their menu options and price by the end of the week. We will meet Friday at 3:00 to discuss our choices. Please contact the caterer by Monday morning to make the necessary arrangements. Thanks for all your hard work.


Example 4: Assignment of Duties

Memorandum

TO:

FROM:

DATE:

SUBJECT: Gathering Materials for Board of Directors Meeting

As you know, our annual meeting will be held in just a few weeks. I would like the following employees to compile reports on these areas:

• Janice—Year-end fiscal report

• Scott—Customer service survey results

• Edward—New engineering projects

Please have your reports (on disk, WriteRight 6.0) to Mary at least one week before the meeting so she can proofread, copy, and compile the materials in time for the meeting. Thanks for your efforts!

Example 5: Equipment quotation letter

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

To High Tech Rentals:

We will be hosting a small conference at our offices the weekend of June 14-16, and would like to know the cost of a LCD screen for an overhead, as well as for a projection screen. We would also like to know delivery and pick-up policies, damage liability and insurance, and set-up requirements.

Please contact Marcia Lattimer at 235-6482 ext. 456 with an estimate of costs by the end of this week. Thank you for your time.

Sincerely,

Example 6: Equipment rental letter

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

To Technitronics:

We would appreciate a rental cost sheet for the following items, which would be used for a one-day seminar on November 5, 19–.

• Three (3) overhead projectors

• Three (3) projection screens

• One (1) PA system for an 60’ x 80’ conference room

• Two (2) lapel microphones

• One (1) slide projector

We would also appreciate information concerning the delivery, set-up, and pick-up of equipment. Please include information concerning damage and liability policies.

Company policy requires that all formal estimates and rental conditions be provided in writing before an order can be placed. Please contact Ernie Moore at 569-8543 to discuss your initial estimates as well as the details of your company’s services, as outlined above. Thank you for your time.

Sincerely,

Example 7: Letter for hotel rates

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Ms. Blair,

We have heard wonderful reviews of your conference facilities and staff at the Gateway Hotel. Our organization is tentatively planning a weekend conference for April 8-10, and if your facilities are not already booked, we will require the following accommodations:

• Six conference rooms, each with a capacity for 200-250 people

• Two hospitality suites

• Nine catered meals for approximately 1200 people

• Reservation of banquet room for a catered wine and cheese reception

We would also like to inquire as to the possibility of room rate discounts, as the majority of our conference participants would no doubt prefer to reserve accommodations there. Please call Beth Fulton, our conference coordinator, at 784-6324 to discuss prices and possible menu options.

Sincerely,

Example 8: Rates Inquiry letter

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Mr. Chilton:

Our company will be hosting a one-day computer class on Saturday, October 10, 19–. Unfortunately, the main office over-registered us, and we are now having to look for larger accommodations.

We need a large conference room with at least 16 power outlets, and several long tables where we could set up computer equipment. We will also need a lunch buffet for approximately 60 people.

We have received many recommendations from other businesses who have used your facilities for similar classes and found both the rooms and the staff to be first rate. Please call me at 862-8953 to discuss availability and prices. Thank you.

Yours Truly,

Example 9: Organization of meetings

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Hanson:

I am planning a meeting to introduce approximately 25 people to Aaron Investment Services on November 12. Would Greer Hotels be able to accommodate such a meeting from the hours of 9:00 a.m. to 12:00 p.m.?

I will need a room with tables, an easel, and non-alcoholic beverage service for 25. Please call me at 555-2983 to discuss your availability.

Sincerely,

Example 10: Reservation of hotel

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mrs. Frasier:

Isler Machines would like to make a presentation for 10 people in the Branberry area on July 14th. Please let me know if Haley Conference Center could host us that day from 2:00 to 5:00. You will need to provide a slide projector, screen, and a dry erase board.

Sincerely,

Example 11: Schedule of Event

Memorandum

TO:

FROM:

DATE:

SUBJECT: Customer Service Meeting Schedule

Our customer service meeting will be held June 4, 19–. Following is a schedule of events:

• 9:00-9:30 a.m—General Introduction of Speakers by Martina Lee

• 9:30-10:30 a.m.—Excellence in Customer Service by Jonathan Price

• 10:30-11:30 a.m.—Handling Unhappy Clients by Chin Jarret

• 11:30-11:40 a.m.—Break

• 11:40 a.m.-12:00 p.m.—Video presentation on new services

• 12:00-1:00 p.m.—Complimentary lunch buffet

• 1:00-4:00 p.m.—Training for new services we will be offering; includes role playing, mock calls

• 2:40-3:00 p.m.—Break

• 4:00-5:00 p.m.—Q&A session concerning new services and policies pertaining to them.

Please be sure to bring plenty of note-taking materials!

Example 12: Letter for event schedule

Memorandum

TO:

FROM:

DATE:

SUBJECT: Schedule of Tri-Branch Meeting

We will be meeting at Fortune Hall for this month’s marketing meeting on March 1, beginning at 1:00 p.m. Following are your schedule choices. You must attend one speaker’s presentation during each session.

Session I 1:00-2:30 p.m.

• New Marketing Methods by Melody Johnson, Conference Room 1

• Traditional marketing Methods for Traditional Clients by Vic Sayers,
Conference Room 2

• Mass Marketing by Ethan Hathaway, Conference Room 3

Session II 2:30-4:00 p.m.

• General Market Analysis Techniques by Geraldo Martinez, Conference Room 1

• Target Market Analysis by Emma Grafton, Conference Room 2

• Meeting Your Client’s Needs by Pat Keller, Conference Room 3

Session III 4:00-4:30 p.m.

• Evaluation of speakers you attended, Conference Room 3

Following the evaluations, Fortune Hall staff members will be offering refreshments.

Example 13: Meeting arrangements

Memorandum

TO:

FROM:

DATE:

SUBJECT: Conference Room Set-up

As you know, we will be hosting the upcoming June sales meeting. Please be aware that one of our conference attendees, Jay Haverford, uses a wheelchair.

When setting up tables in Conference Room G, please be sure and include one wheelchair accessible desk in the front row. Please also make the aisles between desks and along the walls wide enough to accommodate his chair.

In addition, please make sure that all buffet tables in the dining room are at a height where Mr. Haverford can easily serve himself. Thank you for your attention in these matters.


Example 14: Special requirements

Memorandum

TO:

FROM:

DATE:

SUBJECT: Menu Planning for Upcoming Meeting

I know you have made most of our catering arrangements already. However, I have just been informed that two employees at the Mulligan branch do not eat certain meats due to religious beliefs. Unfortunately, Kate (the Mulligan branch secretary) could not remember specifically which meats. Could you therefore order two vegetarian meals? Kate indicated that they usually ordered vegetarian for their office luncheons. Thanks so much for your help!

Guidelines : Inviting Speaker

Inviting Speakers to Meetings

Guidelines and Alternate Phrases

• Invite the person to speak, giving the date, time, place, and purpose of the event.
• We think you’re an outstanding teacher, educator, and trainer. Because we look for the best, we are inviting you to speak to our Forum Club on the evening of October 6 at the Hyatt Regency in Wakesville. Our monthly meetings center on ….
• Would you consider giving our group a brief overview of your company’s products and services in an upcoming staff meeting? If so, any of our next three meeting dates are open: March 12, April 9, and May 4.
• We want to extend to you an invitation to speak to our group of sales reps when they convene in Atlanta, August 16, 1:00 to 5:00 p.m., for their new-product orientation. Your keynote address will set the tone for ….
• Add appropriate details about the event and the audience to help the speaker tailor his or her comments to the occasion. The more specific you are in your invitation, the more pleased you’ll be with the presentation.
• Most registrants will be first-time attendees.
• Your listeners will have had from five to 10 years’ experience in the industry.
• The audience will be an unusual mix: 70 percent will be males in their mid-to-late twenties, and 30 percent will be females in their retirement years.
• The audience will have heard previous presentations on … and, therefore, will be more interested in the … aspects of the subject.
• We are more interested in how-tos than theories.
• I’ve enclosed programs from the last two years so you can get an idea of the caliber of speaker and the cutting-edge presentations we’ve had in the past.
• Our focus this year will be quite different from previous years in that this year we hope to give attendees help with ….
• Mention any fee or honorarium and explain how the speaker should handle any related expenses such as for travel, audio-visual equipment, or handout reproduction.
• We encourage you to use handouts and will pay up to $200 for the printing of our materials.
• If you want us to print any session materials, we must have your originals by May 9. After that date, we ask you to pay your own reproduction costs.
• We will, of course, reimburse your travel expenses.
• Would it be possible for your company to pick up the cost of your travel?
• We will pay your fee of $4,500 for the keynote address.
• Our honorarium is $1,000 for the day’s briefing.
• We can offer an honorarium of $400 for the presentation.
• We understand your fee will be $7,500 plus expenses.
• Include any expectations about a paper or abstract in the conference proceedings, if the meeting is a formal one associated with a convention.
• We encourage you to submit an abstract of your comments for inclusion in our Conference Proceedings manual.
• As part of your participation in the program, you will be expected to submit a paper outlining your key ideas for those unable to attend your session.
• If you can help us with a written abstract of your speech, the members always appreciate such back-on-the-job reference materials. Of course, such a paper keeps your name and work in front of the audience.
• Ask for a reply by a certain date, keeping in mind you must select another speaker if the response is negative.
• We need your answer by May 4.
• We’re hoping for your positive reply by May 4.
• Would you please let us know by May 4 if you can address our group?
• By May 4, we will have to have all our speakers confirmed. If you find you’re immediately available, it would be most helpful if you could send us your answer even before that date.
• Show eagerness about having the speaker accept your invitation.
• We’ve seen a tremendous interest from the members in your topic.
• Your title and subject have raised quite a few eyebrows; we’re eager to hear the elaboration.
• We’re expecting great things.
• I hope the next phone call will be yours, telling me you’ve decided to accept our invitation.
• All of us are anxiously waiting to get your views on ….
• Your comments are always so succinct yet so provocative; we are eager to hear you.
• We are eager to hear your innovative solutions to the industry’s worsening situation.
• We know your talk will both entertain and inspire us.
• We know your presentation will enlighten as well as motivate us.

Example 1: Guest speaker invitation letter

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Ms. Grant:

We’ve heard you’re an outstanding motivational speaker, both because you’ve “been there” and because your technical expertise matches your enthusiasm. That’s why we want to extend to you an invitation to make a 20-minute presentation at our upcoming ICGGB meeting, May 3-7, in Las Vegas. Your presentation would be part of a panel response to the topic “Making the Media a Repeat Customer.”

To give you a little more detail about our audience: We are a national service organization of approximately 700 local chapters, providing public relations services to non-profit organizations. We serve the very large and the very small agencies–those who employ thousands to those who employ only two. In order to acquaint you with our organizations and some of the current issues faced by our members, I am enclosing a fact sheet and the latest issues of our trade magazines.

Because our members’ organizations are non-profit and because, consequently, we try to present our programs at a minimal cost, we cannot offer you an honorarium. In the past, we also have had panelists arrange for their employer to pay expenses. If your company will not agree to do that, we can reimburse for limited travel expenses ($300) and handout reproduction ($50).

We hope the no-pay predicament we always find ourselves in will not deter your participation. The networking opportunities have certainly been a bonus to the presenters in past years, and we think that will be the case again for you at this conference.

As you probably understand, the logistics of putting together such a meeting take time. Would you please let us know by January 4 if you can participate on our panel?

We would be so pleased to add your name to our distinguished guest list.

Sincerely,

Example 2: Invitation letter for guest speaker

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Ms. Stevens:

We have received exceptional reviews of the team decision-making presentations you have been giving recently. We would be honored if you could conduct a day long seminar for our employees on June 12, 19–. The seminar would be held in our offices at 1430 Broad & Main, and would begin at 10:00 a.m.

Your demonstration would give employees the opportunity to experience different methods of group problem-solving methods without the pressures of deadlines and clients looming over them. We feel that your format of combined lecture and role-playing will provide them with both the theory and the opportunity to practice it.

The brochure we received from your office states that your fee is $900.00 for a full-day session. This is acceptable to us and we are willing to pay you on the day of the presentation.

We would like to notify the employees of the upcoming seminar as soon as possible so they do not schedule any other appointments on that day. If we could hear back from you by May 7, we would appreciate it.

We are excited about the possibility of being able to offer your expertise to our employees.

Sincerely,

Example 3: Sample of an invitation letter for an event

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Dr. Mathesson:

After hearing your lecture on controlling expenditures at a recent conference, I felt it would be beneficial for our company if you would be able to lecture at our upcoming Corporate Conference, to be held in Buffalo, NY on January 10-12, 19–.

This three day conference at the Buffalo Hyatt will begin at 10:00 a.m. and end at 5:00 p.m.. I suggest submitting the abstract to the lecture you have already prepared. Because this conference’s focus is “Cutting Corporate Costs,” I’m sure your material will more than suit the needs of the conference planners. You are required to present one lecture during each day of the conference. You are welcome to attend the other lectures as well.

The company will pay for your hotel and flight expenses— our travel secretary can even make the reservations for you if you wish. We will also reimburse you for any expenses incurred in preparing your lecture materials and handouts. We are also offering a modest honorarium of $800.00.

We would appreciate a reply to this query by October 10. We realize that this is quite a bit in advance of the conference date, but if you cannot attend we will need to find a replacement speaker.

Dr. Mathesson, your contributions to corporate costs analysis in both the business sector and academia are well known. It would be an honor to include your name on our roster of speakers.

Sincerely,

Example 4: Invite speaker

Company Name or Letterhead
Address
City, State, Zip

Date

Addressee
Address
City, State, Zip

Dear Judge Woods:

We would like to invite you to be the Keynote Speaker at our upcoming Austin Attorneys’ Association Banquet on December 12 at the Regency Plaza. All the members of the AAA are well aware of the contributions you have made to Austin through your fifeteen dedicated years of service.

Do you think we might be able to persuade you to attend? Perhaps we can meet for lunch and discuss the topics to be presented at the banquet. Your immediate reply will be most appreciated.

Sincerely,