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Technical communicaTion
a reader-centered approach
Eighth EDitiON
Paul V. anderson
Elon University
Australia Brazil Japan Korea Mexico Singapore Spain United Kingdom United States
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© 2014, 2011, 2007 Wadsworth, Cengage Learning
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Technical Communication: A Reader- Centered Approach, Eighth Edition Paul V. Anderson
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For MY FaMIlY Margie
Christopher and Kirsten Soren and Sigrid Rachel and Jeff
Drew Mom and Dad
and For MY TeaCHers James W. Souther and Myron L. White
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Copyright 2013 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.
v
Part I
iNtrODuctiON 1 1 | Communication, Your Career, and This Book 2 2 | Overview of the Reader-Centered
Communication Process: Obtaining a Job 22
Part II
DEfiNiNg YOur cOmmuNicatiON’s gOals 59 3 | Defining Your Communication’s Goals 60
Part III
PlaNNiNg 87 4 | Planning for Usefulness 88 5 | Planning Your Persuasive Strategies 104
Part IV
cONDuctiNg rEsEarch 131 6 | Conducting Reader-Centered Research:
Gathering, Analyzing, and Thinking Critically About Information 132
7 | Using Five Reader-Centered Research Methods 154
Part V
DraftiNg PrOsE ElEmENts 179 8 | Drafting Reader-Centered Paragraphs, Sections,
and Chapters 180 9 | Using Nine Reader-Centered Patterns for
Organizing Paragraphs, Sections, and Chapters 204
10 | Developing an Effective, Professional Style 230 11 | Beginning a Communication 253 12 | Ending a Communication 268 13 | Writing Reader-Centered Front and Back
Matter 275
Part VI
DraftiNg Visual ElEmENts 291 14 | Creating Reader-Centered
Graphics 292
15 | Creating Eleven Types of Reader-Centered Graphics 315
16 | Designing Reader-Centered Pages and Documents 334
Part VII
rEVisiNg 359 17 | Revising Your Drafts 360 18 | Testing Drafts for Usefulness and
Persuasiveness 378
Part VIII
aPPlicatiONs Of thE rEaDEr- cENtErED aPPrOach 393 19 | Creating Communications with a Team 394 20 | Creating and Delivering Listener-Centered Oral
Presentations 410 21 | Managing Client and Service-Learning
Projects 434 22 | Creating Reader-Centered Websites 448
Part IX
suPErstructurEs 469 23 | Writing Reader-Centered Letters, Memos,
E-mails, and Digital Exchanges 470 24 | Writing Reader-Centered Proposals 483 25 | Writing Reader-Centered Empirical Research
Reports 507 26 | Writing Reader-Centered Feasibility
Reports 537 27 | Writing Reader-Centered Progress
Reports 560 28 | Writing Reader-Centered Instructions 572
aPPENDicEs Appendix A: Documenting Your Sources 599 Appendix B: Projects 617 References 629 Index 633
BriEf cONtENts
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Copyright 2013 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.
vii
cONtENts
Preface xvii
Part I
iNtrODuctiON 1
chapter 1 | communication, Your career, and this Book 2
Communication Expertise Will Be Critical to Your Success 3
Learning Objectives for This Chapter 3
Characteristics of Workplace Writing 4
At Work, Writing Is an Action 8
At Work, Writing Supports the Reader’s Action 9
The Two Essential Qualities of Effective Writing at Work: Usefulness and Persuasiveness 9
The Main Advice of This Book: Think Constantly About Your Readers 12
The Dynamic Interaction Between Your Communication and Your Readers 12
Six Reader-Centered Strategies You Can Begin Using Now 16
Communicating Ethically 18
How to Gain the Most from This Book 19
use WHaT You’Ve learned 20
Case: Help Mickey Chelini Select the Right Forklift Truck 20
chapter 2 | Overview of the reader- centered communication Process: Obtaining a Job 22
How to Gain the Most from This Chapter 23
How to Write an Effective Résumé 23
Guideline 1: Define your résumé’s objectives by learning what you reader wants 23
Guideline 2: Plan your résumé by thinking creatively about your qualifications, deciding how long your résumé should be, and choosing the type of résumé you will prepare 26
Guideline 3: Draft your résumé’s text to highlight the qualifications that will most appeal to the employer 27
Guideline 4: Design your résumé’s appearance to support rapid reading, emphasize your qualifications, and look attractive 35
WritEr’s tutOrial: Using Tables to Design a Résumé 37
Guideline 5: Revise your résumé to increase its impact and to eliminate errors and inconsistencies 40
A Reader-Centered Approach to Writing Your Job Application Letter 46
Guideline 1: Define your letter’s objectives by identifying the questions the employer wants it to answer, including “Why us?” and “What would you contribute”? 46
Guideline 2: Plan ways to answer the employer’s questions about your interest and potential contributions persuasively 47
Guideline 3: Draft a letter that answers the employer’s questions clearly and with details 47
Guideline 4: Revise your letter to increase its impact and assure that you project a favorable image of yourself 51
Ethical Issues in the Job Search 52
Writing for Employment in Other Countries 54
Interviewing Effectively and Displaying Your Work 54
Social Media and Employer’s Judgments About You 55
Conclusion 55
use WHaT You’Ve learned 55
Case: Advising Patricia 56
Part II
DEfiNiNg YOur cOmmuNicatiON’s gOals 59
chapter 3 | Defining Your communication’s goals 60
Your Goal: To Envision Your Reader’s Response to Each Specific Aspect of Your Communication 61
How to Determine What Your Communication Must Do to Be Useful 63
Guideline 1: Describe your reader’s task 63 Guideline 2: Identify the major kinds of information your reader
wants from your communication 64
Guideline 3: Describe the way your reader will look for the information 66
Guideline 4: Describe the way your reader will use the information 66
How to Determine What Your Communication Must Do to Be Persuasive 67
Guideline 1: Describe your reader’s current attitudes and what you want them to be after reading your communication 67
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viii cONtENts
Guideline 2: Find out why your reader holds his or her current attitudes 68
How to Create a Profile of Your Reader 68
Guideline 1: Describe your reader’s professional role and characteristics 68
Guideline 2: Describe your reader’s relevant personal characteristics 69
Guideline 3: Global Guideline: Describe your reader’s cultural characteristics 69
Guideline 4: Learn who all your readers will be 73 How to Identify Relevant Elements of the Context for Your
Communication 77
Guideline 1: Describe the context in which your reader will read 77
Guideline 2: Identify any constraints on the way you write 77 How to Identify Your Communication’s Stakeholders:
A First Step in Writing Ethically 78
Guideline 1: Ethics Guideline: Identify your communication’s stakeholders 78
Guideline 2: Determine how your communication’s stakeholders will view its impact on them 79
How to Gather All This Information About Your Communication’s Purpose, Reader, and Context 79
Guideline 1: Ask others for help 80 Guideline 2: Ask your readers 80 Putting Your Definition into Action: An Example 80
Conclusion 83
use WHaT You’Ve learned 84
Case: Announcing the New Insurance Policy 84
Part III
PlaNNiNg 87
chapter 4 | Planning for usefulness 88 What to Learn About How to Create Useful
Communications 88
How to Provide the Exact Content Your Readers Need 89
Guideline 1: Identify your readers’ questions and subquestions 89
Guideline 2: Go beyond your readers’ questions 90 Guideline 3: Find a superstructure that suggests questions your
readers will ask 90
Guideline 4: Avoid including information your readers don’t need 90
How to Organize in a Way That Helps Your Readers Perform Their Tasks 90
Guideline 1: Group together the items your readers will use together 91
Guideline 2: Organize hierarchically 92 Guideline 3: Give the bottom line first 93 Guideline 4: Adapt an appropriate superstructure 94 Guideline 5: Outline, if this will be helpful 94
How to Help Your Readers Quickly Find What They Want 95
Guideline 1: Create pathways and signposts that direct readers to the content they want 95
Guideline 2: Create a modular design if you have a complex audience 95
How to Help Your Readers Quickly Understand What You Are Saying 97
Guideline 1: Identify the background your readers need about the topic 98
Guideline 2: Identify the background your readers need about the situation 98
Guideline 3: Identify your readers’ cultural expectations 98 Guideline 4: Plan your graphics 99 How to Treat Your Communication’s Stakeholders
Ethically 100
Guideline 1: Ask stakeholders directly 100 Guideline 2: Imagine what your communication’s stakeholders
would say 101
How to Test the Likelihood That Your Plans Will Succeed 101
Conclusion 101
use WHaT You’Ve learned 102
Case: Filling the Distance Learning Classroom 103
chapter 5 | Planning Your Persuasive strategies 104
The Competitive and Collaborative Uses of Persuasion 104
What to Concentrate on When Reading This Chapter 105
How Persuasion Works 105
How to Focus on Your Readers’ Goals and Values 106
Guideline 1: Listen—and respond flexibly to what you hear 107 Guideline 2: Identify business-related goals you can help your
readers achieve 107
Guideline 3: Identify values-based goals you can help your readers achieve 107
Guideline 4: Identify achievement and growth goals you can help your readers reach 108
How to Reason Soundly 109
Guideline 1: Present sufficient and reliable evidence 112 Guideline 2: Explicitly justify your line of reasoning where
necessary 112
Guideline 3: Respond to—and learn from—your readers’ concerns and counterarguments 113
How to Build an Effective Relationship with Your Readers 114
Guideline 1: Establish your credibility 114 Guideline 2: Present yourself as a partner, not a critic 117 How to Organize to Create a Favorable Response 119
Guideline 1: Choose carefully between direct and indirect organizational patterns 121
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cONtENts ix
Guideline 2: Create a tight fit among the parts of your communication 122
How to Appeal to Your Readers’ Emotions 122
How to Adapt to Your Readers’ Cultural Background 124
How to Persuade Ethically 124
Guideline 1: Don’t mislead 124 Guideline 2: Don’t manipulate 125 Guideline 3: Open yourself to your readers’ viewpoint 125 Guideline 4: Argue from human values 125 Conclusion 125
use WHaT You’Ve learned 127
Case: Debating a Company Drug-Testing Program 130
Part IV
cONDuctiNg rEsEarch 131
chapter 6 | conducting reader-centered research: gathering, analyzing, and thinking critically about information 132
What to Focus on Learning in This Chapter 133
Interdependence of Research and Writing 134
How to Define Reader-Centered Goals for Research 134
Guideline 1: Identify the information and ideas your readers want, need, and will find persuasive 135
Guideline 2: Identify the criteria by which your readers will judge the quality of your research 135
How to Gather Information and Ideas Your Readers Want and Need 136
Guideline 1: Identify the full range of sources and methods that may provide helpful information 136
Guideline 2: Use secondary sources your readers will find credible and unbiased 138
Guideline 3: Use primary research methods in a credible and unbiased way 139
Guideline 4: Gather information that can be analyzed in subgroups 139
Guideline 5: Take careful notes 139 Intermission 140
How to Analyze Your Results for Relationships and Patterns Your Readers Will Find Useful 142
Guideline 1: Review your research objectives 142 Guideline 2: Arrange your information in an analyzable
form 142
Guideline 3: Look for meaningful relationships in your results 143
How to Draw Conclusions That Are Focused on Your Readers’ Needs 144
Guideline 1: Choose conclusions that align with your readers’ decisions and actions 144
Guideline 2: Acknowledge uncertainty 145 How to Explain the Significance of Your Conclusions to
Your Readers 145
How to Recommend Actions Based on Your Conclusions That Will Benefit Your Readers 146
How to Think Critically Throughout Your Research Process 146
Guideline 1: Let go of your anchor 146 Guideline 2: Value counterarguments, counterevidence, and
exceptions 147
Guideline 3: Avoid personal or organizational biases 147 Guideline 4: Thinking critically about your sources 147 How to Observe Intellectual Property Law and Document
Your Sources 147
Ethical Guidelines for Documenting Sources 150
Conclusion 151
use WHaT You’Ve learned 151
chapter 7 | using five reader-centered research methods 154
How to Conduct Research Using Your Memory and Creativity 155
How to Research on the Internet 160
How to Use the Library Effectively 163
WritEr’s tutOrial: Three Ways to Search Efficiently on the Internet 164
How to Conduct Effective Interviews 169
WritEr’s tutOrial: Conducting Efficient Library Research 170
How to Conduct a Survey 173
Part V
DraftiNg PrOsE ElEmENts 179
chapter 8 | Drafting reader-centered Paragraphs, sections, and chapters 180
The Similarities Among Paragraphs, Sections, and Chapters 180
What to Focus on When Reading This Chapter 181
How to Start a Segment 181
Guideline 1: Begin by announcing your topic 182 Guideline 2: Present your generalizations before
your details 183
How to Arrange the Parts of Your Communication to Create Clarity, Coherence, and Persuasivness 185
Guideline 1: Move from most important to least important 185 Guideline 2: Consult conventional strategies when having
difficulties organizing 186
Guideline 3: Global Guideline: Consider your readers’ cultural background when organizing 186
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x cONtENts
How to Help Your Readers See the Organization of Your Communication 187
Guideline 1: Provide signposts that create a map of your communication 188
Guideline 2: Smooth the flow of thought from sentence to sentence 195
Ethics Guideline: Examine The Human Consequences of What You’re Drafting 198
Conclusion 199
use WHaT You’Ve learned 199
Case: Increasing Organ Donations 201
chapter 9 | using Nine reader-centered Patterns for Organizing Paragraphs, sections, and chapters 204
How to Group Items Formally (Formal Classification) 205
How to Group Items Informally (Informal Classification) 208
Comparison 209
How to Describe an Object (Partitioning) 214
How to Describe a Process (Segmenting) 215
How to Describe a Cause-and-Effect Relationship 220
How to Persaude Readers That a Cause-and-Effect Relationship Exists 221
Describing a Problem and Its Solution 224
Combination of Patterns 227
use WHaT You’Ve learned 228
chapter 10 | Developing an Effective, Professional style 230
How to Create an Effective, Professional Voice 231
Guideline 1: Find out what’s expected 232 Guideline 2: Consider the roles your voice creates for your readers
and you 233
Guideline 3: Consider how your attitude toward your subject will affect your readers 234
Guideline 4: Say things in your own words 234 Guideline 5: Global Guideline: Adapt your voice
to your readers’ cultural background 235
Guideline 6: Ethics Guideline: Avoid stereotypes 235 How to Construct Sentences Your Reader Will Find Easy to
Understand, Easy to Remember, and Interesting 236
Guideline 1: Simplify your sentences 237 Guideline 2: Put the action in your verbs 238 Guideline 3: Use the active voice unless you have a good reason
to use the passive voice 239
Guideline 4: Emphasize what’s most important 240 Guideline 5: Vary your sentence length and structure 241 Guideline 6: Global Guideline: Adapt your sentences for readers
who are not fluent in your language 242
Choose Words That Convey Your Meaning Clearly and Precisely 242
Guideline 1: Use concrete, specific words 243 Guideline 2: Use specialized terms when—and only when—your
readers will understand them 245
Guideline 3: Use words accurately 246 Guideline 4: Choose plain words over fancy ones 246 Guideline 5: Choose words with appropriate associations 247 Guideline 6: Global Guideline: Consider your readers’ cultural
background when choosing words 248
Guideline 7: Ethics Guideline: Use inclusive language 249 Conclusion 250
use WHaT You’Ve learned 250
chapter 11 | Beginning a communication 253
How to Motivate Your Readers to Pay Attention 254
Guideline 1: Provide an informative subject line for e-mails and memos 255
Guideline 2: Refer to Your Readers' Request 255 Guideline 3: Offer to Help Your Readers Solve a Problem 255 How to Help Your Readers Find What They Need 258
Guideline 1: State your main point 258 Guideline 2: Provide a forecasting statement 258 Guideline 3: Include a summary 259 How to Encourage Readers to Read Your Message with an
Open Mind 259
How to Identify the Background Information Your Readers Need 261
How to Pick the Right Length for Your Introduction 262
How to Adapt Your Beginning to Your Readers’ Cultural Background 264
Ethics Guideline: How to Address Unethical Practices 265
Conclusion 266
use WHaT You’Ve learned 266
chapter 12 | Ending a communication 268 How to Define the Goals for a Communication’s
Ending 268
How to Select the Appropriate Strategy or Group of Strategies for Ending Your Communication 269
Guideline 1: After you’ve made your last point, stop 269 Guideline 2: Repeat your main point 270 Guideline 3: Summarize your key points 270 Guideline 4: Refer to a goal stated earlier in your
communication 271
Guideline 5: Focus on a key feeling 272 Guideline 6: Tell your readers how to get assistance or more
information 272
Guideline 7: Tell your readers what to do next 273
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cONtENts xi
Guideline 8: Identify any further study that is needed 273 Guideline 9: Follow applicable social conventions 273 Conclusion 273
use WHaT You’Ve learned 274
chapter 13 | Writing reader-centered front and Back matter 275
How to Plan Front and Back Matter for a Communication You Are Writing 276
Guideline 1: Review the ways your readers will use the communication 276
Guideline 2: Review your communication’s persuasive goals 276
Guideline 3: Find out what’s required 276 Guideline 4: Find out what’s expected 277 A Word About Conventions and Local Practice 277
How to Write a Reader-Centered Transmittal Letter 277
How to Write Reader-Centered Front Matter 279
How to Write Reader-Centered Back Matter 288
Part VI
DraftiNg Visual ElEmENts 291
chapter 14 | creating reader-centered graphics 292
How to Identify Places Where Graphics Would Increase Your Communication’s Usefulness and Persuasiveness 294
Guideline 1: Find places where graphics would make your communication easier for your reader to use 294
Guideline 2: Find places where graphics can increase your communication’s persuasiveness 295
How to Choose the Type of Graphic Best Matched to Your Objectives 295
Guideline 1: Consider your readers’ tasks 295 WritEr’s tutOrial: Graphics Help Readers Understand and
Use Information 296
Guideline 2: Consider your readers’ attitudes 299 How to Make Your Graphics Easy for Your Readers to
Understand and Use 299
Guideline 1: Design your graphics to support your readers’ tasks 299
Guideline 2: Consider your readers’ knowledge and expectations 300
Guideline 2: Simplify your graphics 300 Guideline 3: Label the important content clearly 301 Guideline 4: Provide informative titles 302 How to Use Color to Support Your Message 303
How to Use Graphics Software and Existing Graphics Effectively 307
How to Integrate Your Graphics with Your Text 308
Guideline 1: Introduce your graphics in your text 308 Guideline 2: Place your graphics near your references to
them 308
Guideline 3: State the conclusions you want your readers to draw 309
Guideline 4: When appropriate, include explanations in your figures 309
How to Determine Whether You Need to Obtain Permission and Cite the Sources for Your Graphics 310
Global Guideline: Adapt your Graphics When Writing to Readers in Other Cultures 310
Ethics Guideline: Avoid Graphics That Mislead 310
Conclusion 312
use WHaT You’Ve learned 314
chapter 15 | creating Eleven types of reader-centered graphics 315
WritEr’s tutOrial: Tables 316
WritEr’s tutOrial: Line graphs 318
WritEr’s tutOrial: Bar Graphs 320
WritEr’s tutOrial: Pictographs 322
WritEr’s tutOrial: Pie Charts 323
WritEr’s tutOrial: Photographs 324
WritEr’s tutOrial: Drawings 326
WritEr’s tutOrial: Screen Shots 328
WritEr’s tutOrial: Flowcharts 330
WritEr’s tutOrial: Organizational Charts 332
WritEr’s tutOrial: Schedule Charts 333
chapter 16 | Designing reader-centered Pages and Documents 334
A Reader-Centered Approach to Design 335
Design Elements of a Communication 335
How to Help Your Reader See How Your Communication Is Organized 336
Guideline 1: Create a grid to serve as the visual framework for your page 336
WritEr’s tutOrial: Designing Grid Patterns for Print 338
Guideline 2: Align related elements with one another 341 Guideline 3: Group related items visually 343 Guideline 4: Use contrast to establish hierarchy and focus 344 Using Word Processors to Create Page Designs 348
How to Use Page Design to Unify a Long Communication Visually 348
How to Select Type That Is Easy for Your Readers to Read 349
How to Choose the Physical Characteristics That Support Your Communication’s Goals 352
Conclusion 352