CHAPTER 1
Planning the letter
Planning is a key factor in the accomplishment of any goal. Letter writing is no exception. To successfully construct a clear, effective letter, you need a good plan.
Some letters do not require as elaborate a plan as others. A letter to a customer detailing a proposal for a product purchase will obviously need a more elaborate plan than a thank-you note for a business lunch.
Common sense can usually dictate how elaborate your plan needs to be. If the information you need to present in a letter is limited enough for you to outline it in your head, there is no real need for a detailed outline featuring Roman numeral headings and sub-points beneath sub-points. The elaborateness of your plan should suit the elaborateness of the letter to be written.
Of course, if you, as a letter writer, are more comfortable constructing a detailed outline for each of your letters, thereâs nothing wrong with following that procedure. With enough practice, however, the simpler letters should flow more easily, and the time you might have spent laboring over outline after outline can be directed to other areas of your business.
The following three steps are essential in the planning of any letter:
1. Researching the facts
2. Analyzing the subject and reader
3. Knowing your objectives and how to accomplish them
If you follow these steps as you are planning to write any letter, you should find that your letters will be clear and well received, and will achieve your desired goal.
Researching the Facts
Before you write a letter, it makes sense to know what you plan to talk about. If you wing it and write whatever comes into your head, chances are youâll end up with a confused, ineffective letter.
Get the facts together before you write anything resembling a first draft of a letter. For example, if you are corresponding with a customer, examine all previous correspondence with him or her. Depending upon the volume of this correspondence, and assuming the customer to be a fairly good letter writer, you can learn a good deal about the personality, interests, and values of the person to whom you are writing.
As you examine previous correspondence, jot down a note or two about some key traits you discover about this customer. For example, you have gone through your correspondence file for a potential customer named Sam Johnson. From what he has written you realize the following things about him. He:
Is committed to existing business relationships.
Places importance on a personal relationship between the professional and the customer.
Often suggests ideas for improving business practices and professional/customer relationships.
Has a strong interest in reducing costs.
After jotting down this information, try to visualize the person to whom you are writing. You know something about the customerâs interests. To learn more, you might examine the file on business dealings with the customer. If you learn as much as possible about your reader, youâll find it easier to write a letter directed to him or her.
After you have collected some facts on your customer, you should direct your attention to the topic or topics to be covered in the letter. The simplest and ultimately most effective thing to do is to take a piece of paper and write down those topics you plan to cover. Under each topic you might write some examples or a few words recalling a discussion you might have had with your customer about it.
Letâs stick with the example of potential customer Sam Johnson. Youâve already had a business meeting with Mr. Johnson and you want to write a follow-up letter. You already know something about his personality fr...