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M O D U L E

5 Designing Documents,
Slides, and Screens

Module Outline LEARNING OBJECTIVES


After reading and applying the information
• Why is design important? in Module 5, you’ll be able to demonstrate
• When should I think about Knowledge of
design? • The importance of document appear-
ance, layout, and design
• How should I design paper • Essential design principles
pages? • The relationship between readability
and your credibility
• How should I design presenta-
tion slides? Skills to
• Apply design principles to paper pages,
• How should I design Web pages? presentation slides, and Web pages
• Use computer software to increase
• How do I know whether my
document readability
design works?
Review of Key Points
Assignments for Module 5
Polishing Your Prose: Active
and Passive Voice

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.

How should I design paper pages?


Follow the design principles of contrast, repetition, alignment,
and proximity to meet audience expectations.2
Use the following guidelines to create visually attractive documents:
• Use white space to separate and emphasize points.
• Use headings to group points.
• Limit the use of words set in all capital letters.
• Use no more than two typefaces in a single document.
• Decide whether to justify margins based on the situation and the audience.

Use White Space


White space—the empty space on the page—emphasizes the material that it separates
from the rest of the text. This emphasis makes the material easier to read. Creating white
space is also known as “menu writing,” because the visual design principle—brief text
highlighted by space—is the same as you find on restaurant menus.

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You can create white space in several ways:

• 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

Also parallel: Employers can avoid bias in job interviews by


1. Basing questions on the job description
2. Asking the same questions of all applicants
3. Selecting and training 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.

• Make headings specific.


• Make each heading cover all the material until the next heading.
• Keep headings at any one level parallel: all nouns, all complete sentences, or all
questions.

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

MONEY DEDUCTED FROM YOUR WAGES TO PAY CREDITORS


When you buy goods on credit, the store will sometimes ask you to sign a Wage
Assignment form allowing it to deduct money from your wages if you do not pay your
bill. 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 name of your present employer, your social insurance
number, the amount of money loaned, the rate of interest, the date when payments are
due, and your signature. 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 forty 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; and 3. You and Roysner must
receive a notice from the creditor at least twenty days in advance stating that the
creditor plans to make a demand on your wages. This twenty-day notice gives you a
chance to correct the problems yourself. If these conditions are all met, Roysner must
withhold 15 percent of each paycheque until your bill is paid and give this money to
your creditor.

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.

Limit the Use of Words Set in All Capital Letters


We recognize words by their shapes.3 (For example, try reading each line in Figure 5.3) Using
capital letters, all words are rectangular; letters lose the descenders and ascenders that make
reading easier and faster. Use full capitals sparingly. Instead, bold text to emphasize it.

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FIGURE 5.2
A Document Revised to Improve Visual Impact

Money Deducted from Your Wages


to Pay Creditors
When you buy goods on credit, the store will sometimes ask you to sign a Wage Assignment form allowing
it to deduct money from your wages if you do not pay your bill.

Have You Signed a Wage Assignment Form?

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 name of your present employer


• Your social insurance number
• The amount of insurance
• The rate of interest
• The date when payments are due
• Your signature

The words “Wage Assignment” must be printed at the top of the form and also near the line for your
signature.

When Would Money Be Deducted from Your Wages to Pay a Creditor?

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.

What Should You Do If You Think the Wage Assignment Is Incorrect?

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% .

Use No More Than Two Fonts in a Single Document


Each font comes in several sizes and usually in several styles (bold, italic, etc.). Most com-
puter fonts are proportional: wider letters (like w) take more space than narrow letters
(like i). Times Roman, Palatino, Helvetica, Geneva, and Arial are proportional fonts.
Fonts such as Courier and Prestige Elite, which were designed for typewriters and are still
offered as computer fonts, are fixed. Every letter takes the same space, so that an i takes
the same space as a w.
Serif fonts have little extensions, called serifs, from the main strokes. (In Figure 5.4, look
at the feet on the t in Times Roman and the little flicks on the ends of the top bar of the
t.) Courier, Times Roman, Palatino, and Lucinda Calligraphy are serif fonts. Serif fonts
are easier to read because the serifs help the eyes move from letter to letter. Helvetica,
Geneva, and Arial are called sans serif fonts because they lack serifs (sans is French for
without). Sans serif fonts are good for titles, tables, and narrow columns.
In magnified text, sans serif fonts are easier to read; therefore, use sans serif fonts for
your PowerPointTM presentations.
Most business documents use just one font—usually Times Roman, Palatino, Helvetica,
or Arial in 11-point or 12-point. In a complex document, use bigger type for main head-
ings and slightly smaller type for subheadings and text. If you combine two fonts in one
document, choose one serif and one sans serif typeface.

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.

Decide Whether to Justify Margins Based on the Situation


and the Audience
Margins that are justified on the left are sometimes called ragged right margins. Lines end
in different places because words are of different lengths. The FYI boxes use ragged right
margins, which are most common in current business usage. However, computers allow
you to use full justification, so that type on the both sides of the page is evenly lined up.
Books, like this one, usually use full justification.
Use ragged right margins in these cases:
• You do not have proportional typefaces.
• You want a less formal look.
• You want to be able to revise an individual page without reprinting the whole
document.
Use justified margins in these cases:
• You can use proportional typefaces.
• You want a more formal look.
• You use very short line lengths.

How should I design presentation slides?


Keep slides simple, relevant, and interesting.
As you design slides for PowerPoint™ and other presentation programs, keep these guide-
SEE
THE lines in mind:
OLC! • Create slides that emphasize your key ideas.
Web Page and Power • Emphasize visuals. Pictures, charts, and graphs have much greater impact: they appeal
Point™ Design Tips to the right, or creative, side of the brain; they are more easily accessible than text; and
they are more memorable.
• Use audience-relevant photos or metaphoric illustrations to keep memorable images in
your listeners’ minds.
• Keep the text to an absolute minimum; give your audience slide handouts on which
they can write notes.
• Use bullet-point phrases with concrete 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.

How should I design Web pages?


Pay attention to content, navigation, and the first page.
Good Web pages have both good content and an interesting design.
Your home page is crucial. Jakob Nielsen claims that only 10 percent of users scroll
beyond the first page.4 To make it more likely that visitors will scroll down, do the

FIGURE 5.5
Effective and Ineffective Colours for Presentation Slides
Effective

Use high contrast Repeat colours in


between words and words and
background. design elements.

Ineffective

Dark colours Light colours


Limit the numbe
number
disappear against a disappear against a
of bright colours.
dark background. light background.

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EXPANDING A CRITICAL SKILL

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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following on the first page:

• Provide an introductory statement orienting the reader to the organization.


• Offer an overview of the content of your page, with links to take readers to the parts
that interest them.
• Include information that will be the most interesting and useful to the most readers.

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.

How do I know whether my design works?


Test it.
A design that looks pretty may or may not work for the audience. To know whether your
design is functional, test it with your audience:

• 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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Employability Skills 2000+


Please see the OLC to preview the key skills from the Conference Board of Canada’s Employability Skills 2000+
covered in this module.

Review of Key Points


1. Why is document design important? 5. What are the key characteristics of well-designed
2. What are the four basic principles of document Web pages?
design? 6. What criteria can you use to assess your document
3. Identify four strategies writers can use to create design choices?
attractive documents.
4. What should presenters remember when creating
slides?

Assignments for Module 5


Questions for Critical Thinking
5.1 “Closed captions” for people with hearing 5.4 Design choices have ethical implications.
impairments are almost always typed in full Indicate whether you consider each of the
capital letters. Why is that a bad idea? Are there following actions ethical, unethical, or a grey
any advantages to using full capitals? area. Which of the actions would you do?
What arguments could you use for changing the Which would you feel uncomfortable
practice? doing? Which would you refuse to do?
5.2 Suppose that, in one company, a worker says, Why?
“We don’t need to worry about design. People
1. Putting the advantages of a proposal in a
pay a toll charge to call us, and we make a slight
bulleted list, while discussing the
profit on each call. So if they have questions
disadvantages in a paragraph
about the product, that’s OK. If better design
2. Using a bigger type size so that a résumé fills
reduced the number of calls, we might actually
a whole page
lose money!” How would you persuade such a
3. Putting the services that are not covered
person that good document design is worth
by your health plan in full caps to make
doing?
it less likely that people will read the
5.3 Royal College is preparing a brochure to
page
persuade prospective students to consider taking
classes. The school doesn’t want to invest a lot of
money in full-scale document testing. What free
or almost-free things could it do to make the
document as effective as possible?

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Exercises and Problems


5.5 Evaluating Page Designs
Use the guidelines in Module 5 to evaluate their strong points? What could be
each of the following page designs. What are improved?

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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5.6 Evaluating PowerPoint Slides


Evaluate the following drafts of PowerPoint™ slides. • Is the font big enough to read from a distance?
• Is the art relevant and appropriate?
• Is the background appropriate for the topic?
• Is each slide free from errors?
• Do the slides use words or phrases rather than
complete sentences?

c.

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5.7 Using Headings


Reorganize the items in each of the following lists, 7. Courses may be at any appropriate level (high
using appropriate headings. Use bulleted or numbered school, college or university, or graduate school).
lists as appropriate. b. Activities in Starting a New Business
a. Rules and Procedures for a Tuition • Getting a loan or venture capital
Reimbursement Plan • Getting any necessary city or provincial
1. You are eligible to be reimbursed if you have licences
been a full-time employee for at least three • Determining what you will make, do, or sell
months. • Identifying the market for your products or
2. You must apply before the first class meeting. services
3. You must earn a “C” or better in the course. • Pricing your products or services
4. You must submit a copy of the approved • Choosing a location
application, an official grade report, and a • Checking zoning laws that may affect the
receipt for tuition paid to be reimbursed. location
5. You can be reimbursed for courses related to • Identifying government and university
your current position or another position in programs for small business development
the company, or for courses that are part of a • Figuring cash flow
degree related to a current or possible job. • Ordering equipment and supplies
6. Your supervisor must sign the application • Selling
form. • Advertising and marketing

5.8 Analyzing Documents


Collect several documents available to you as a photocopies of the documents you discuss as an
worker, student, or consumer: letters and memos, appendix to your memo.
newsletters, ads and flyers, reports. Use the guidelines c. Write a memo to your supervisor recommending
in Module 5 to evaluate each of them. ways the organization can improve its documents.
d. In an oral presentation to the class, explain what
As your instructor directs,
makes one document good and another one weak.
a. Discuss the documents with a small group of If possible, use transparencies so classmates can
classmates. see the documents as you evaluate them.
b. Write a memo to your instructor evaluating three
or more of the documents. Include originals or

5.9 Evaluating Web Pages


Compare three Web pages in the same category (for c. In an oral presentation to the class, explain what
example, non-profit organizations, car companies, makes one page good and another one weak. If
university departments, sports information). Which possible, put the pages onscreen so classmates can
pages are most effective? Why? What would you see the pages as you evaluate them.
change? Why? d. Post your evaluation of the pages in an email
message to the class. Include hot links to the pages
As your instructor directs,
you evaluate.
a. Discuss the pages with a small group of
classmates.
b. Write a memo to your instructor evaluating the
pages. Include the URLs of the pages in your
memo.

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5.10 Analyzing a Document


Your municipal and provincial governments may college/university co-op placement office, or contact
offer internships and cooperative placements to the government department directly. Request a copy of
postsecondary students. Research (visit, telephone, the application or information documents for these
email, find someone who knows someone) the positions. Write an analysis of the document’s layout
placement possibilities through your and page design.

5.11 Revising a Financial Aid Form


You’ve just joined the Financial Aid office at your As your instructor directs,
school. The director gives you the accompanying form
a. Analyze the current form and identify its problems.
and asks you to redesign it.
b. Revise the form. Add necessary information;
“We need this form to see whether parents have reorder information; change the chart to make it
other students in college or university besides the one easier to fill out.
requesting aid. Parents are supposed to list all family
Hints:
members that the parents support—themselves, the
person here, any other kids in college or university, • Where are people supposed to send the form?
and any younger dependent kids. What is the phone number of the financial aid
office? Should they need to call the office if the
“Half of these forms are filled out incorrectly. Most
form is clear?
people just list the student going here; they leave out
• Does the definition of half-time apply to all
everyone else.
students or just those taking courses beyond high
“If something is missing, the computer sends out a letter school?
and a second copy of this form. The whole process starts • Should capital or lowercase letters be used?
over. Sometimes we send this form back two or three • Are the lines big enough to write in?
times before it’s right. In the meantime, students’ finan- • What headings or subdivisions within the form
cial aid is delayed—maybe for months. Sometimes things would remind people to list all family members
are so late that they can’t register for classes, or they whom they support?
have to pay tuition themselves and get reimbursed later. • How can you encourage people to return the form
promptly?
“If so many people are filling out the form wrong, the
form itself must be the problem. See what you can do
with it. But keep it to a page.”
Please complete the chart below by listing all family members for whom you (the parents) will provide more than half support
during the academic year (July 1 through June 30). Include yourselves (the parents), the student, and your dependent children,
even if they are not attending college or university.

EDUCATIONAL INFORMATION, 2006–2007

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

*Half-time is defined as 6 credit hours or 12 clock hours a term.


When the information requested is received by our office, processing of your financial aid application will resume.
Please sign and mail this form to the above address as soon as possible. Your signature certifies that this information and
the information on the FAF is true and complete to the best of your knowledge. If you have any questions, please contact a
member of the needs analysis staff.

Signature of Parent(s) Data

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Designing Documents, Slides, and Screens Module 5 101

Polishing Your Prose


Active and Passive Voice In business communication, active voice is usually
better. However, passives are better in three
Because it depicts the action, the verb is the most situations:
important word in the sentence. Verbs indicate
who or what is doing the action through “voice.” 1. Use passives to emphasize the object receiving
When whoever is acting is also the subject of the action, not the agent.
the sentence, the verb is active; in the passive Your order was shipped November 15.
voice, the subject is acted on by someone or The customer’s order, not the shipping clerk, is
something else. important.
Contemporary communication prefers verbs in the 2. Use passives to provide coherence within a
active voice, because the resulting sentence is paragraph. A sentence is easier to read if “old”
clearer and shorter. When writers want to avoid or information comes at the beginning of a
downplay delegating responsibility, they use the sentence. When you have been discussing a
passive voice. topic, use the word again as your subject even if
Active: The man bought grapes at the store. that requires a passive verb.

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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102 Unit 1 Building Effective Messages

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.

Online Learning Centre


Visit the Online Learning Centre at www.mcgrawhill.ca/olc/locker to access module quizzes,
a searchable glossary, résumé and letter templates, additional business writing samples, CBC
videos, and other learning and study tools.

CBC Video Case


Visit the Online Learning Centre at www.mcgrawhill.ca/olc/locker to view “Office Etiquette,”
an online CBC Video Case that explores how good manners aid communication between
co-workers.

Cases for Communicators

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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Designing Documents, Slides, and Screens Module 5 103

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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