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I hope you find my writing and business tips and observations useful. My business and blog are dedicated to helping businesses communicate clearly and reach their potential. Read, subscribe to my newsletter, enjoy!Tash

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Are templates cheating?

Sometimes people talk about templates as if they are cheating, inferior and inappropriate as a business tool.

A blank page can be hard to fill

I don’t agree – there are times a template is not the right answer but they can be very useful in business.

Using a template doesn’t mean everything is exactly the same  – adjustments are made to suit the purpose.

Templates for letters, emails, style guides, procedures, web pages and other business materials can help your business in three key ways.

  1. Consistency
    If every letter sent from your business has the same format, it looks professional, builds your brand and shows attention to detail
  2. Time saving
    Using a template saves a lot of time. An email or webpage template can reduce the time needed for formatting, setting meta data and remembering the necessary details (phone, ABN, disclaimer, etc), and so on.
  3. Getting started
    A template can provide a starting point and can be much easier to work from than a blank page – this saves mental energy and time. If you don’t know where to start with preparing a style for your business, a corporate style guide template can get you started and inspire you to ask the right questions

I think templates are suitable for many things (e.g. procedures and standard information) although they can be misused and abused.

What templates do you use (or have you used) in your business? What advantages do you get from them?

Useful policies are short

If you take the time to prepare a policy or procedure,then you may as well make it accessible to people, right?

Online access and policiesI just read a blog post discussing how the average internet user could spend 76 business days a year reading privacy policies that affect them. 76 days!

That is based on the average policy having 2,514 words. Which is a lot of words for a policy that basically needs to say ‘we will only give your information to Fred under these circumstances’.

And it is an average. Some places have very short privacy policies (for example, if you subscribe to my newsletter you will see a 34 word policy!) so that must mean other places have extremely long policies.

So next time you write or update a policy, keep it as short as possible by

  1. using simple words as much as possible so it is easy to understand
  2. avoiding legalese so it makes sense to everyone and doesn’t look intimidating
  3. think about your reader – what do they want to know and expect to see?
  4. use an active voice as it is generally shorter than a passive version of the same sentence
  5. use bullet points and sub-headings to organise the policy – this is easier to read, often means less repetition is necessary and sentences don’t need to be so complex.

Legally, you may be covered by providing a policy even if people don’t bother reading it (how often do you read the policies you agree to online?) but I wouldn’t be comfortable with including unexpected details that could hurt people later. That is, the legal issue is not always the moral one so I prefer policies people are more likely to read.

As a business owner, do you just want to protect yourself or do you want people to properly understand your policies?

Dealing with poor guest blog posts

Have you got some low quality guest posts for your blog? Hopefully you understand that quality content less often is better than frequent content that is not always very good.

Last week, I described some aspects of low quality blog posts so they are easier to spot even if you have little confidence in judging people’s writing abilities.

But what if you have accepted some poor guest blog posts or have a regular guest blogger who is providing low quality posts for you to use?

Your options as the blog host

The most important thing to remember is that it is your blog so only you can set the standard and make the rules.

  1. Reject the post
    If there is nothing good about the post, you don’t have much choice but to reject it. That could mean sending it back to the author with a ‘no thanks’ message or just deleting it from your blog or emails. It’s up to you if you give reasons or reject them from future consideration – having clear policies* can help you make and enforce such decisions.
  2. Request an amendment
    If the post has potential (for example, it has some great ideas but is poorly written or doesn’t explain ideas very well) it may be worth asking the author to change the post and resubmit it. If you request this, you will get better results if you make your expectations very clear.
  3. Edit the post
    Again, if the post has potential you could make some changes to the post yourself. This is simpler than asking for an amendment in that your standards will be met but there are other complications* – remember the guest blogger’s name is on the post. I believe this is perfectly acceptable if you are just correcting a typo or two but needs care for larger changes.
  4. Accept the post
    You obviously have this choice but it can damage your blog’s reputation so why risk it? If you feel you have to post it because of an agreement, make sure it is clear in your blog that it is a guest post (not the host owner or regular contributor) and adjust that agreement as soon as possible. If you have an ongoing or desirable relationship with the blogger this may seem tempting but it isn’t really doing him or her many favours either. Better for you both to let them know their posts are not at a suitable standard so they can learn from their mistakes.

How have you dealt with low quality guest posts you have received? What reactions did you receive?

 

* I’ll cover editing others’ posts and setting up your policies over the next few weeks.

identifying annual report tasks

Pile of reportsI find it interesting how little many people know about the process of writing and preparing annual reports.

Many people just accept an annual report exists, glance it and forget about it. Other people think annual reports are a good idea and that someone can just sit down for a few hours (maybe a couple of days) to write the report.

If only it was that simple!

I have already started on one client’s annual report – it won’t be released until September, so that gives you some idea of how long it can take.

So here is a list of tasks involved in producing a professional report that meets all legal, business and branding requirements professionally:

  1. checking what legal and regulatory requirements apply and ensuring those requirements are met. I often start with  checklist of topics to include so I don’t forget any of them
  2. deciding on a theme, if suitable, as this will influence the exact wording and design, and possibly some of the actual content
  3. collating relevant information, such as major events, financial reports, directors’ details and performance data
  4. arranging the design and layout – this may mean finding a designer or using an in-house person, but will require time and various drafts
  5. writing the actual content – which may include writing the bulk of individual reports (Chair’s report, CEO Report and so on) and writing marketing material
  6. collating relevant images to be used in the report – or editing and approving those collected by the designer
  7. deciding on marketing elements and then preparing them – you can insert ads for various products/services or even accept external ads as long as you have space and it meets all relevant rules
  8. editing, rearranging and refining to get everything to fit nicely!
  9. coordinating feedback from a variety of people (for example, technical, financial, legal, marketing and company experts)
  10. reviewing final drafts to ensure the report meets the requirements from step 1, meets the business style guide, has all spelling and grammar correct, is readable, appears professional and somewhat attractive, has all correct numbers (check phone numbers, ABNs and addresses are perfect as typos are easily missed) and is approved by the responsible people
  11. arranging printing – even with digital copies available, some printed copies are usually required – and digital access (formatting and uploading the document and adjusting webpages and links to make it accessible)

There also the additional tasks of arranging distribution (so designing and printing envelopes, arranging mailing lists and stuffing envelopes) and any other materials to go with the annual report (such as member statements, renewal forms and marketing flyers) that may be part of ‘writing the annual report’ or managed by someone else.

It is a lot of work and there is certainly some pride in the final result of your hard work, but it can be a little frustrating when you realise that many people just don’t open or read the annual reports they are given!

Impressive words don’t

Including long ‘impressive’ words in your content won’t impress many people or make everyone think you are super smart.

In fact, using lots of long words makes your writing harder to read and you appear pompous. A study in 2005 showed a negative relationships between complex writing and perception of the writer’s intelligence – in other words, overuse of big words made readers think the writer was less intelligent.

You may have developed the habit of using a bigger vocabulary at school or university – and teachers do need to see you understand a range of words and technical terms – but it’s a good habit to break when writing business materials.

Keep words and sentences short – write in the same style as you speak – be clear and concise – and your message will be understood which is the point.

An annual report by any other name…

I sometimes refer to writing annual reports for clients, but you may know those reports by another name such as:

  • trustee report
  • annual trustee report
  • shareholders’ report
  • report for members
  • membership report
  • AGM reports (although these are often simpler and delivered orally)
  • company report
  • annual credit report

Are there any other name you use or know for annual reports from a company or similar entity?

Getting responses

If you take the time to write some content, I assume it is to get a response. So isn’t it worth taking a bit longer and making a response more likely?

This week I have received two messages that may have generated a nice response from me except for what I see laziness on the part of the writer.Messages transferred between computers

First was an unsolicited email from someone wanting some proofreading work from me. He used the contact form on my website but addressed it to “To whom it may concern”.

If you want a job, you need to impress your perspective employer – show some initiative and attention to detail, and tailor your approach to the employer. It is not hard to find my name on my site but he didn’t even bother. He also didn’t mention my business in any way, just what he wanted, and used a Gmail account instead of an email from his domain.

Second was a comment in my blog {names changed to protect the guilty or maybe just me!}:

I am Fred Nerk from XYZ Pty Ltd and I would like the contact details of your marketing manager to tell him about our forum next November Regards.

I know this was spam and he obviously hadn’t even read the post he was commenting on. But the same lesson applies – take the time to find someone’s name and understand their business before contacting them.

Even if you can’t be bothered doing your research, assuming all marketing managers are male is not a good option either.

I’m not employing someone (or buying someone’s product or service) who can’t be bothered finding my name on my site.

Would you?

Making legalese clear

Converting legalese into Plain English which is easier to understand, while keeping the legal message, is possible and doesn’t have to be that hard, either.

With the overall aim being to make the content shorter and to use simpler words, you can greatly improve a piece of legalese writing into something more readable.

Try swapping the phrases and words next time you are writing or editing any legal-based statements to see what a difference they make.

in respect of                                 about

due to                                             because

wherefore                                      why (or what)

herein                                             in (or within)

in the event                                   if

defaults in the payment             doesn’t pay

vendor                                             buyer or customer

three (3)                                         three

at this time                                     now

for the purpose of                         for (or to)

in order to                                      to

in point of fact                              in fact {or nothing is probably the best option!}

is required to                                 must

inasmuch as                                  because (or since)

making a determination             determining (or better, try ‘deciding’)

subsequent to the use of              after using

whether or not                               whether

with reference to                            regarding (or ‘about’ for real simplicity)

commence                                        start (or begin)

utilise                                                use

in light of the fact that                 because ( or the really short option ‘as’)

And remember that ‘include’ means ‘here is part of the full list’ so there is no reason to write ‘including but not limited to …’

Are there particular words or phrases in legalese (or other hard to read dialects) that stand out for you? What words would you use in stead, or do you need some suggestions of alternatives?

Legalese or clear English?

Legalese* is used a lot and is not what I call clear content or simple communication.

Legalese is usually both longer and more complicated than is necessary to communicate a message. Most people don’t read it in full because it is looks too boring and hard. And it isn’t truly necessary most of the time.

If you have terms or other important information to communicate with clients, by all means get a lawyer to review it for you to ensure you are saying the right things. However, make sure the information is presented clearly.

To help make it clear:

  • find a legal advisor who is happy to work with you for commercially sound content – at a minimum, get them to approve what is written meets the requirements (and no more) even if they would prefer to include a lot more
  • write a short and simple message and link off to a comprehensive list of legal terms elsewhere. The message alerts people that terms exist but keeps your main message clear – and most people really don’t need to know all those terms. I have used this strategy on product disclosure statements – we state the basic rules that apply to most people and list the finer terms elsewhere for unusual circumstances. The result is that people actually read those documents rather than letting them collect dust as they appear too hard.
  • use good formatting to make the content visually appealing – lots of small print, long sentences and numbered items in paragraph style is very off-putting

What do you think – do you read content that is obviously legalese? Do you find some of that small print information worth reading, if only presented in a clear way?

I can think of a few instances where a document has not answered a question so I have to skim through a lot of tiny terms to find the information. A shorter legal statement with important details or a well set out page of terms would be much easier to achieve the same goal.

* Legalese is the usually complex way lawyers write information to ensure all angles are covered and liabilities avoided.

Mock design suggestions

Using a mock design can help communications projects run efficiently because everyone can literally see where the project is heading.

Of course, its value depends on the project details so here are some examples of when a mock design is useful:

  • my client AvSuper is going to use new software to produce their annual member statements so I produced a mock statement to show the software developers how we want the final statement to look. This means the software people don’t have to think of a design and I know how content is divided up so can write the content and have it technically and legally checked while the software is being developed.
  • when having an interactive table prepared for another client, I used a mock design to plan the necessary fields with the client and then gave the refined mock to the tech team so they could easily see what was required and give a look consistent with my client’s style
  • my designer prepared a mock window design to show the look and feel her client was after so that the sign writing team had a model to work from. They adjusted the design a little, using their expertise and knowledge of window design, but produced a shop front the clients were happy with without the need for lengthy discussions or costly errors
  • I went to a meeting with a client to discuss updating their website. I took some mock designs with me (based on my knowledge of their style and general communications website concepts) which made it much easier to discuss possible improvements with the client who had limited website knowledge. For instance, one mock showed drop down menus to two levels so I didn’t have to explain that terminology but could show it in their colours.

Has a design mock helped in any specific projects you’ve done? Or maybe now you wish you’d had a design mock for a project? Share your stories and help make projects easier to manage.