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Professional Writing/Communication Case Study

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I. Plan
A. Analyze the Situation
1. What is your general purpose?
2. What is your specific purpose?
3. Exactly what do you want your audience to think, feel or believe after receiving your message?
4. Who is your primary audience?
5. What is their background?
6. How are its members different from one another?
7. How are its members similar to one another?
8. What are their reactions likely to be to your message?
B. Gather Information
1. What information do your readers need to receive?
2. What facts must you gather in order to create an effective message?
C. Select the Right Medium
1. What medium were you told to use in the explanation of the task at the end of your case?
2. If you used a different medium, why did you?
D. Organize the Information
1. What is your main idea?
2. Will you use the direct or indirect approach?
3. Why are you using the approach you chose?
II. Write
A. Adapt to Your Audience
1. How will you show sensitivity to your audience's needs?
2. How much credibility do you already have with your audience?
3. How will you establish the additional credibility you need?
4. Will your tone be informal or more formal?
B. Compose the Message
• You DO NOT have to attach your first draft.
III. Complete
A. Revise the Message
Review the Checklist for Revising Business Messages in Chapter 6, on page 162.
List three or more changes you made between your first draft and final draft suggested by the prompts in that checklist:
1. First change?
2. Second change?
3. Third change?
4. Additional changes?
B. Produce the Message
Use effective design and layout for a clean, professional appearance, and include the message after the Case Study Questions below.
C. Proofread the Message
Review for errors in layout, spelling, punctuation and other mechanics.
• You DO NOT have to list typos and mechanical errors.
D. Distribute the Message

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Solution Summary

Guidance is given to create a bank letter using Three-Step Process questions. Answers to the three-step process questions provided by the student are addressed and a draft of a letter in standard business format is also demonstrated.

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I. Plan
A. Analyze the Situation
1. What is your general purpose? Inform Margaret Caldwell of her claim's status
2. What is your specific purpose? To deny Margaret Caldwell's bank claim without losing her businesses
3. Exactly what do you want your audience to think, feel or believe after receiving your message? The reader should feel as though the claim was investigated in a thorough manner and reconsider possible reasons for multiple transactions at Wilson's Gourmet.
4. Who is your primary audience? Margaret Caldwell
5. What is their background? Caldwell is a very wealthy bank customer.
6. How are its members different from one another? It can be inferred that the Caldwells have more money invested with the bank than typical customers.
7. How are its members similar to one another? Margaret Caldwell is subject to the bank's policies and procedures in such matters.
8. What are their reactions likely to be to your message? The recipient of the letter will likely be angry or disappointed in the bank's decision. If properly composed, however, she could reinvestigate her end of the situation and reconsider her claim.
B. Gather Information
1. What ...

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