Competency Exam 4
Procedure for this Examination

Read the case study below. Use the notes to write a memo in Microsoft Word. E‑mail it attached to a note to your instructor.

NOTE: You must use all of the skills you've learned in all the past lessons. You need such things as a clear thesis statement (meaning a statement of the contents), blocks, openings for the blocks, and headings. If your document doesn't contain everything explained in the previous lessons, we will return it for revision.

This is the list of skills you must demonstrate that you have mastered:

  • Follow e mail protocol and etiquette
  • Set goals.
  • Know your readers.
  • Choose strategies based on the goals and readers.
  • Use a standard letter or memo format.
  • For e mails and memos, always write a clear, meaningful subject line. For letters, use a "Subject" or "Re" line if your company customarily uses it.
  • Write a clear, complete introduction.
  • For e mails, letters, and memos, write a cordial beginning or buffer.
  • State the contents of the document at the end of the thesis.
  • For reports, state conclusions and recommendations in the introduction.
  • Write the explanations in blocks.
  • Keep explanations of a subject together in one block.
  • Check each block for focus.
  • Check each block for completeness.
  • Open each block with a statement of the contents.
  • Use headings to open blocks.
  • Bold field or data names to identify them as blocks.
  • Create lists.
  • Open list blocks.
  • Mark the list items clearly.
  • Keep list items in a single list.
  • Keep list items in the same format.
  • For reports, present information in tables when possible.
  • Use information blueprinting to be explicit.
  • Write to build conclusions in the reader's mind.
  • For reports, write clear, complete, relevant explanations.
  • Use key words consistently.
  • Fully explain each new concept word or phrase.
  • Use full phrases to define words clearly.
  • Write a conclusion that achieves your goals.
  • Use paragraphs to organize information.
  • Write concisely.
  • Combine sentences to show relationships. Separate sentences to make them clearer.
  • Write clear, simple, straightforward sentences.
  • Write strong, direct sentences.
  • For reports, write clearly and simply for non-technical readers
  • Use words the reader will understand.
  • Use your spell checker and grammar checker.
  • Proofread.
  • Format the e mail to be readable.
Case study

Dalton Technologies sends its employees to customer sites to help the customers with their inventory management system. Linda Tray is the human resources officer who helps employees make the travel arrangements. She has just learned that the city in which the corporate office is located is going to require companies to report travel information to a city agency to track activity in the travel agencies for taxing purposes. Write the memo to employees who travel for Linda. The information follows.

The memo is to Sally, Fred, May, and Lester, the employees who travel. She knows they are very busy keeping contact with the customers. The City of Houston, where the company is based, is going to tax the travel agencies, so they need to report to them any travel expenses for their two travel agencies.

They will have to fill out a form with expenses for each travel agency for each trip. For example, someone flies to Baltimore using Sunrise Travel. From there, he or she flies to Seattle, but uses Corporate Travel Services. The employee must fill out two forms, one for each travel agency. A single trip includes all destinations until the employee returns to Houston. If he or she uses Sunrise Travel to fly to three places before returning to Houston, the employee needs to fill out only one form.

The city has been very firm about requiring accurate records, submitted monthly. The form will be attached to her memo. You don't need it for this case study. The fields you need to explain are in two categories: "Contact Information" and "Travel Information." In "Contact Information," the employee must type (not write) the employee's name, phone, and position. In "Travel Information," the employee must type this information: in "Departure," Houston; in "Destination," destination city name (for more than one city, list each separately); in "Mode of travel," auto, plane, etc.; and in "Costs," all costs incurred through the travel agency.

In the "Travel Agency Information" area, write either Sunrise Travel or Corporate Travel Services, depending on which agency was used. Fill in the correct address.

Use the case to write a memo in Microsoft Word and e‑mail it attached to a note to your instructor.