Professional Documents
Culture Documents
M O D U L E
5 Designing Documents,
Slides, and Screens
Please see the OLC to preview the key skills from the Conference
Board of Canada’s Employability Skills 2000+ covered in this module.
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A well-designed document looks inviting, friendly, and accessible. Good document design
FYI saves time and money, builds goodwill, and reduces legal problems. Effective design also
groups ideas visually, making the structure of the document more obvious and easier to
FedEx saved $400 000 a
year by redesigning its read. Research shows that easy-to-read documents enhance your credibility and build an
ground-operations image of you as a professional, competent person.1
manuals. Before,
employees could find
the right answer only
53 percent of the time. Why is design important?
Afterward, their success
rate was 80 percent, and Design is essential to meaning making.
they found answers
25 percent faster. Your audience brings expectations to and constructs meaning from the design of your
Source: Joseph Kimble, message. Business audiences expect document and slide design to make it easy for them
“Writing for Dollars, Writing to read and understand the content.
to Please,” The Scribes
Journal of Legal Writing, 6
(1996–1997): 14–15.
When should I think about design?
Think about design at each stage of the writing process.
Because layout and design make the first impression on readers, document design is a
vital component of persuasion. Indeed, you create the best documents when you think
about design at each stage of your writing process:
• As you plan, think about your audience. Are they skilled readers? Are they busy? Will
they read the document straight through or skip around in it? Design the document to
meet readers’ needs and expectations.
• As you write, incorporate lists and headings. Use visuals to convey numerical data
clearly and forcefully.
• Get feedback from people who will be using your document. What parts of the docu-
ment do they find hard to understand? What additional information do they need?
• As you revise, check your draft against the guidelines in this module.
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• Use headings.
• Use a mix of paragraph lengths (maximum six to seven typed lines).
• Use lists.
• Use tabs or indents—not spacing—to align items vertically.
• Use numbered lists when the number or sequence of items is exact.
• Use bullets (large dots or squares like those in this list) when the number and sequence
are equal.
When you create a list, use parallelism: begin each item on the list with the same part of
speech. If you begin your list with a verb, for example, begin every following
item on the list with a verb. This parallel structure meets the reader’s subconscious expec-
tation. And meeting reader expectation is the most important aspect of business writing.
Not parallel: The following suggestions can help employers avoid bias in job
interviews:
1. Base questions on the job description
2. Questioning techniques
3. Selection and training of interviewers
Parallel: The following suggestions can help employers avoid bias in job
interviews:
1. Base questions on the job description
2. Ask the same questions of all applicants
3. Select and train interviewers carefully
Figure 5.1 shows an original typed document. In Figure 5.2 the same document is improved
by using shorter paragraphs, lists, and headings. These devices take space. When saving space
is essential, it’s better to cut the text and keep white space and headings.
Use Headings
Headings are words or short phrases that identify a complete idea and divide your letter,
memo, or report into sections. Headings increase readability because they summarize
what the reader is about to read and increase white space.
In a letter or memo, type main headings flush with the left-hand margin in bold.
Capitalize the first letters of the first word and of other major words; use lowercase for
all other letters. (See Figure 5.2 on page 90 for an example.) In single-spaced text, triple
space between the previous text and the heading; double space between the heading and
the text that follows.
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FIGURE 5.1
A Document with Poor Visual Impact
If you think you are not late or that you do not owe the amount stated, you can argue
against it by filing a legal document called a “defence.” Once you file a defence,
Roysner will not withhold any money from you. However, be sure you are right before
you file a defence. If you are wrong, you have to pay not only what you owe but also
all legal costs for both yourself and the creditor. If you are right, the creditor has to pay
all these costs.
In a report, you may need more levels of headings. Module 15 shows how to set
up five levels of headings for reports.
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FIGURE 5.2
A Document Revised to Improve Visual Impact
When you buy on credit, you sign a contract agreeing to pay a certain amount each week or month until
you have paid all you owe. The Wage Assignment Form is separate. It must contain the following:
The words “Wage Assignment” must be printed at the top of the form and also near the line for your
signature.
Even if you have signed a Wage Assignment agreement, Roysner will not withhold part of your wages
unless all of the following conditions are met:
1. You have to be more than 40 days late in payment of what you owe.
2. Roysner has to receive a correct statement of the amount you are in default and
a copy of the Wage Assignment form.
3. You and Roysner must receive a notice from the creditor at least 20 days in
advance stating that the creditor plans to make a demand on your wages. This
20-day notice gives you a chance to correct the problem yourself.
If these conditions are all met, Roysner must withhold fifteen percent (15 percent) of each paycheque
and give this money to your creditor until your bill is paid.
If you think you are not late or that you do not owe the amount stated, you can argue against it by filing
a legal document called a “defence.” Once you file a defence, Roysner will not withhold any money from
you. However, be sure you are right before you file a defence. If you are wrong, you have to pay not
only what you owe but also all legal costs for both yourself and the creditor. If you are right, the creditor
has to pay these costs.
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FIGURE 5.3
Full Capitals Hide the Shape of a Word
Full capitals hide the shape of a word and slow reading 19% .
FULL CAPITALS HIDE THE SHAPE OF A WORD AND SLOW READING 19% .
FIGURE 5.4
Examples of Different Fonts
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The visual design of a message can support or undercut the impact of the words.
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• Contrast background and text: the rule is light on dark or dark on light.
• Use a big font: 44-point or 50-point for titles, 32-point for subheads, and 28-point for
examples.
• Customize your slides with the company logo, charts, and scanned-in photos and
drawings.
• Place illustrations at the top right of the slide for a stronger and longer impression.
Avoid death by PowerPoint™: never, ever read text to your audience. Presenters who put
plenty of text on their slides, and then read the text, only exasperate their audiences.
People do not want presenters to read to them; they can read for themselves. The last
thing they want to read is an uninterrupted block of text.
Use clip art only if the art is really appropriate to your points and only if you are able to
find non-sexist and non-racist images.
Choose a consistent template, or background design, for the entire presentation. Make
sure that the template is appropriate for your subject matter. For example, use a globe
only if your topic is international business and palm trees only if you’re talking about
tropical vacations. PowerPoint’s™ basic templates may seem repetitive to people who see
lots of presentations. Whenever possible, customize the basic template.
Choose a light background if the lights are off during the presentation and a dark back-
ground if the lights are on. Slides will be easier to read if you use high contrast between
the words and background. See Figure 5.5 for examples of effective and ineffective colour
combinations.
FIGURE 5.5
Effective and Ineffective Colours for Presentation Slides
Effective
Ineffective
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Using Computer Software to Create paragraph or expand your reader benefits, you don’t have
to move the header manually. You can either delay the
Good Design header till page 2 or create it on page 2. For best visual im-
Standard word-processing programs such as WordPerfect pact, make your header one point size smaller than the
and Word help you create well-designed documents. body type.
Different versions of each program handle commands dif- For a two-page document, change the top margin of the
ferently. Look up the bolded terms below in a manual, a second page to 0.5" (1.25 cm) so the header is close to the
book about the program, or the online Help menu of your top of the page.
computer program to find out how to use each feature. Use the same side margins as your letterhead. If you aren’t
using letterhead, use 1" (2.5 cm) side margins.
Letters and Memos On a two-page document, make sure the second page has
Choose a businesslike font in 11-point or 12-point type. at least four to six lines of text for letters and at least
Times Roman, Palatino, Helvetica, and Arial are the most 10 lines of text for memos. If you have less, either (1) add
commonly used business fonts. details, (2) start the message further down on page 1 so
Use bold headings. Avoid having a heading all by itself at that there is more text on page 2, or (3) make the text fit on
the bottom of the page. If you can’t have at least one line of just one page by (a) tightening your prose, (b) using full jus-
text under it, move the heading to the next page. You can tification to save space, or (c) using less white space.
check this by eye or set your program to avoid widows and Word processing programs have a quick correct or auto
orphans. correct feature that changes hte to the, (c) to ©, and so
Use tabs or indents to line up the return address and sig- forth. Go into the Tools or Format menus to find these fea-
nature blocks in modified block format ( Module 9), tures and edit them so they make only the changes you
the To/From/Subject line section of a memo, or the items in want.
a list. Hyphenation may be under Format or Language in Tools.
Change your tab settings to create good visual impact. A Before you print, centre your document on the page like a
setting at 0.6" (1.5 cm) works well for the Date/To/From/ picture in a frame. Go to file, page setup, layout, vertical
Subject line section of memos. Use 0.4" (1 cm) for para- alignment, centre.
graphs and 0.6" (1.5 cm) for the start of bulleted lists. For
lists with 10 or more items, the setting will need to be a bit
Printing
further to the right—about 0.65" (1.65 cm).
To save paper, check print preview on the File menu.
Choose the design for bullets under Insert or Format. Both You’ll be able to see how your document will look on the
WordPerfect and Word will create bulleted or numbered page and make minor layout changes before you print.
lists automatically. If you have lists with paragraphs, turn
off the automatic bullets and create them with the bullets in If you prepare your document on one computer and print it
Symbols. Use indent (not tab) to move the whole list in, not from another, be sure to open the document and check
just a single line of it. all of it before you print. Different printers may change
margins slightly. Even the same size font may differ from
Use a header (in the Insert or View menu) with automatic printer to printer: a document that fits on one page in
page numbering (pull down Format to Page) for second 11-point on one computer may take up more room on a
and subsequent pages. That way, when you delete a different one.
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The rest of the page can contain information that only a limited number of readers will
want. When a document reaches four pages or more, think about dividing it into several
documents. Specialized information can go on another page, which readers can click on
if they want it.
Make it clear what readers will get if they click on a link.
Ineffective phrasing: Employment. Openings and skills levels are determined by each
office.
Better phrasing: Employment. Openings listed by skills level and by location.
Minimize the number of links readers have to click through to get to the information they
want.
Keep these points in mind as you design the pages:
• Use small graphics; keep animation to a minimum. Both graphics and animation take
time to load, especially with a slow modem.
• Provide visual variety. Use indentations, bulleted or numbered lists, and headings.
• Unify multiple pages with a small banner, graphic, or label so surfers know whom the
pages belong to.
• On each page, provide a link to the home page, the name and email address of the
person who maintains the page, and the date when the page was last revised.
• Watch someone as he or she uses the document to do a task. Where does the reader
pause, reread, or seem confused? How long does it take? Does the document enable
the reader to complete the task accurately?
• Ask the reader to “think aloud” while completing the task, interrupt the reader at key
points to ask what he or she is thinking, or ask the reader to describe his or her thought
processes after completing the document and the task. Exploring the reader’s thought
processes is important, since a reader may get the right answer for the wrong reasons.
You can thus identify where and how the design needs work.
• Test the document with the people who are most likely to have trouble with it: very young
readers, people with little education, people who read English as a second language, and
people who have little experience with Web pages.
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Source: Diane Burns and S. Venit, “What’s Wrong with This Paper?” PC Magazine no. 17 (October 13, 1987) pp. 174–75.
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c.
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RELATIONSHIP NAME OF
FULL NAME OF FAMILY SCHOOL, COLLEGE,
OF FAMILY MEMBERS TO OR UNIVERSITY HALF-TIME* LESS THAN
MEMBER AGE STUDENT SCHOOL YEAR FULL TIME OR MORE HALF-TIME
STUDENT
APPLICANT
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Passive: The grapes were bought by the man at the The bank made several risky loans in the late
store. 1990s. These loans were written off as
“uncollectible” in 2003.
In the active voice, the subject—the man—is doing
the action—bought. In the passive version, “The Using loans as the subject of the second
grapes” is the subject, yet it is the man, not the sentence provides a link between the two
grapes, that is actually doing the action. It is harder sentences, making the paragraph as a whole
for the reader to follow who or what did the easier to read.
action. In addition, it takes more words to convey 3. Use passives to avoid assigning blame.
the same idea.
The order was damaged during shipment.
To change a passive voice construction into the
active voice, start by identifying who or what is An active verb would require the writer to
doing the action. If no agent (“by _____”) is specify who damaged the order. The passive
present in the sentence, you will need to supply it. here is more tactful.
A passive verb is usually accompanied by a copula
verb, such as is, are, or were. Rewrite the sentence Exercises
by putting the actor in the role of subject and drop- Identify whether the passives in the following sen-
ping the helping verb: tences are acceptable, or whether the verb should
Passive: The plan was approved by our clients. be changed to active.
Active: Our clients approved the plan. 1. The contract was signed by the vice president of
finance.
Passive: PowerPoint™ slides have been created. 2. New employees Ms. Taleroski, Mr. Franklin,
Active: Susan created the PowerPoint™ and Ms. Holbreck were introduced at last
slides. week’s staff meeting.
3. Two visitors are expected to arrive at
Passive: It is desired that you back up your work headquarters tomorrow.
daily. 4. Outgoing correspondence was collected by the
Active: Back up your work daily. mailroom staff.
5. The proposal was turned in late.
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Turn these passive voice constructions into active 9. Phone calls need to be returned within
voice: 24 hours.
10. Packages are to be sent to the mailroom for
6. Correspondence was collected by the mailroom
delivery.
staff.
7. Phone calls were returned by the human Check your answers to the odd-numbered exercises
resources administrator. on page 571.
8. In April, budgets were amortized and files
created for the project.
Minorities Need Apply over the world, the RCMP recognizes it’s time to
recruit and hire people whose languages and cultures
Canadians may feel complacent about Canadian represent the diverse communities they serve.
multiculturalism—particularly when comparing our But this goal is not as easy as it sounds. First, many
supposed acceptance of diversity with recent events in recent immigrants do not know much about the
Paris and Holland. A closer look at our institutions, RCMP; they don’t know that the Mounties are a
corporate boards and police forces, however, indicates national police force with the same roles and
that systemic prejudice still exists. The Royal Canadian responsibilities as provincial and municipal police
Mounted Police (RCMP) is one of many Canadian officers. Secondly, the recruitment drive must be
institutions that must transform itself to reflect the inclusive enough to attract applicants from Canada’s
diverse populations it serves. widely diverse cultural mix.
At present, the RCMP is mostly made up of white How can the Mounties best reach their
males. Indeed, of the 1000 Mounties on the force, audiences?5
“… just 6.4 percent … are from minority backgrounds.
Some 7.6 percent are aboriginal and 18 percent are
Individual Activity
women.” Although visible minorities make up “about
13 percent” of officers on the Toronto and York police You’re the constable in charge of planning the RCMP
forces, “… minority representation in Canadian police diversity recruitment drive. Before you can devise any
services averages around 5 percent.” Since even our strategies, you need to apply the PAIBOC model to
smaller cities are now attracting immigrants from all analyze the situation:
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Purpose(s): Why are we recruiting? What results do we Write down your thoughts for future reference. Be as
want from our recruiting drive? How can we best thorough as possible in your analysis.
attract the positive attention of our audiences?
Next, visit and tour the RCMP Web site at
Audiences(s): Who are our target audiences? What http:///www.rcmp-grc.gc.ca.
groups are considered “diverse”? What do these
How many of the groups identified as diverse do you
groups know about the RCMP force? What do they
see represented in the photos on the site? What is your
need to know to be attracted to the force? How
opinion of the current recruitment drive strategies
homogeneous are these target groups? What values of
identified on the site? Jot down your impressions.
these disparate groups can we appeal to?
Information: What information must our recruitment
strategies convey? Why? Group Activity
Benefits: What are the many benefits, tangible and Form a recruitment drive committee with three other
intangible, of joining the Mounties? What benefits classmates. Compare notes on your PAIBOC analyses,
would specifically attract our target groups? and your analyses of the RCMP Web site. Together
with your committee members, identify four
Objections: What objections about joining the RCMP recruitment strategies that will attract any/all of your
might I expect? How can I best eliminate, overcome, or four target groups.
respond to those objections?
Write a letter from your committee to Geoff Gruson,
Context: How do my target audiences feel about the executive director of the Police Sector Council, in
RCMP? About policing in general? What current Ottawa, describing your recruitment drive strategies in
economic, political, legal and/or social events can I use detail.
to my advantage? What current events might deter
members of my target audiences from joining the
RCMP?
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