Professional Business Documents, Agreements & Letters
All Types of Business Documents, Agreements and letters
Proposals & Reports
[tab name=’Guidelines’] Guidelines : Transmittals Transmittals Guidelines and Alternate Phrases Mention the information you are transmitting first; this document, illustration, printout, check, invoice, or report is the major message of interest. List each item specifically either in the body of the letter or after the signature line beside the “Enc” notation. Tell why the document…
[tab name=’Guidelines’] Guidelines : Proposals Proposals Guidelines Give the overall scope of the proposal, specific recommendation, and total cost up front. Choose the detail arrangement most appropriate for your particular subject. Generally, that means stating criteria, features, or options first. (Don’t assume your reader knows the criteria for weighing details.) Then show how each product,…
[tab name=’Guidelines’] Guidelines : Progress Reports Progress Reports Guidelines Summarize status or progress in one or two statements up front, followed by next action, then details, then comments about attachments. If your progress report covers several projects, format each item individually–summary message, action, details, attachments. Don’t be negative about your own efforts. Even if progress…
[tab name=’Guidelines’] Guidelines : Objectives Objectives Guidelines State the objectives in measurable goals; include dollars and dates where possible. Be specific in your verb choice: Will you review, identify, research, improve, reduce, draft, implement, eliminate? If you “improve” something, to what extent? If you “review” something, what do you plan to look for and do…
[tab name=’Guidelines’] Guidelines : Legal Opinion Legal Opinions Guidelines Either give the summary of your opinion at the beginning of the technical explanation or include it in a transmittal letter. If there is any action to be taken, recommend it up front. Pay particular attention to sentence and paragraph length to keep your writing readable….
[tab name=’Guidelines’] Guidelines : Investors Investors Guidelines Provide an overview of the development and history of both your company and your product. Highlight any unusual, positive developments (i.e. rapid growth, market penetration, etc.). Follow up to potential investors with letters of inquiry. Include your goals and a copy of your current business plan. Explain briefly…
[tab name=’Guidelines’] Guidelines : Investigations Investigations Guidelines Distill and report first the essence of your discovery and your recommendation. Offer a brief recap of what happened, with what results, and why. If cause cannot be determined, say so. Then mention recommendations–or possibly action already taken–to prevent a recurrence. Follow with details about your actual investigation…
[tab name=’Guidelines’] Guidelines : Inspections Inspections Guidelines State your overall evaluation results briefly up front–“serious problems with…,” “minor problems only,” “adequate,” “inadequate and in need of immediate attention,” “adequate with the exception of.…” Choose the most logical arrangement to present specific findings–by department, by most to least significant, by most to least expensive, by physical…
[tab name=’Example 1′] Example 1: Letter of thank you for donation Company Name or Letterhead Address City, State Zip Date Addressee Address City, State Zip Dear Mr. Mershon: On behalf of our entire staff here at the Davis School for the Blind, I’d like to thank you for your generous gift of $350 toward our…
[tab name=’Guidelines’] Guidelines : Fund Raising Fund Raising Guidelines Develop a connection between the person you are soliciting and the cause for which you are working. Mention a mutual interest or thank them for a previous contribution. Explain the purpose, intent and goals of your organization clearly and concisely. Thank all contributors regardless of the…