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In the Media

Writing To Get Your Way

Appeared in Today's Engineer, 4th Quarter, 2000

How you can make your next memo get the results you want

by Patricia Lee                                 

 Although most engineers are proud of their technical know-how and skills, many aren’t concerned about their writing abilities. Yet engineers are the first to lament the woeful state of their own communications skills.

For many technical workers, effec­tive writing and business skills won’t make much of a difference in career suc­cess. But a large and growing number of engineers, especially those seeking more lucrative and rewarding positions, often in management, are realizing weak writ­ing skills may hold them back. Those who really want to propel their careers for­ward have found persuasive writing skills maybe key to success.

Persuasion “probably is the most difficult and demanding communication task encountered in a business setting,” says Thomas Sant, author of Persuasive Business Proposals—Writing to Win Customers, Clients, and Contracts.

Persuasive writing, especially in a business setting, aims at getting results:  decisions, sales, responses, recommenda­tions, customer base expansion and retention, and image building. Persuasive writing is about action, motivating read­ers to respond in deed to your message. Persuasive writing occurs in a variety of formats: executive summaries, reports, staff memos, business correspondence, sales letters, customer service publica­tions, proposals, marketing materials, conference papers, and presentations. 

You may already write persuasively without even knowing it. That e-mail you wrote to your boss about a product idea, the self-evaluation you submitted to get a promotion, the report you sent to a prospective client on company’s services could help him save money—these are all examples of persuasive writing.

When writing to persuade, you aren’t merely trying to get others to see your point of view. Although writing reports, proposals, and other persuasive pieces requires much research and work beforehand, your final product is only the beginning. With persuasive writing, the project—whatever form it may take —doesn’t end with your written document or presentation.  Instead, the written document should compel the reader or recipient to move forward and make decisions based on actions you’ve outlined.

First Things First

To write an effective persuasive piece, you must understand two critical components: your intent and your audience. While your reasons and your readers are important in any writing, they are especially critical in matters of persuasion.

What is the purpose of the document?

 

•   To deliver news (good or bad)

 

•   To provide product, service, or department updates

 

•   To present results, such as the findings of a marketing study

 

•   To acquire, retain, or regain customers

 

•   To establish business development or marketing partnerships

 

•   To convey a message or image to employees or coworkers

 

•   To sell a product or obtain buy-in from other departments

 

•   To get a promotion or move into another job

 

•   To convince others to hire someone you recommend

 

The formats are just as varied as the reasons. Your persuasive writing may take the form

of reports, proposals,  presentations, memos, customer service publications, sales letters, letters of recommendation, testimonials, and other pieces. 

 

More importantly, your readers are varied, too. You may be writing to exter­nal clients (customers), internal clients (other departments), executives at other firms, supervisors, subordinates, cowork­ers, industry colleagues, contractors, or general audiences. Knowing who these people are, what they do, why they’d be interested in what you have to say, and what they can do about it is the most important determination you can make in your persuasive process.

  

Know Thy Reader

Although you may he writing a document intended for one reader (whom you most likely know some­thing about), others may see your work. If possible, find out in advance who will be part of the documents “audience.” Keep in mind that these readers will select from the message the part or parts most relevant to their own needs or con­cerns, and those may vary from person to person. Remember your audience’s perspective and position, or what your readers are capable of doing. If you’re writing to your peers. you may not need to go in-depth into the background of a product or service they’re working on because they’ll already have firsthand knowledge. If your writing is aimed at your employees or a group you super­vise, pay special attention to how your project or idea affects their jobs and their bottom line.

 

Often, your persuasive writing will be directed at supervisors and the com­pany’s top management, or clients and prospective customers. Writing for these two groups may pose the greatest chal­lenge, given this audience’s number of distractions and limited time, and the threat of competitors. But writing to these two groups also presents your greatest opportunity to shine and to pro­vide substantial information into the subject you’ve researched. Company executives, for example, have more power to take action and make things happen.  Because they have a larger stake in the company and are more concerned with its image and position in the market­place, they’ll want to know about both the big picture and the bottom line.

 

Psychology of Persuasion

Knowing your readers (their respon­sibility, background, and stake in the matter) and your intent (to get someone hired or fired, to launch a new product, or to regain a lost customer, for example) is only the beginning. To properly craft and execute a persuasive piece, you need to understand the psychology of persua­sion as well.

 

Persuasion is all around you—from commercials, ads, and op-ed articles to personal invitations, such as a friend convincing you to see a movie you had no prior interest in. Advertisers, market researchers, high-powered executives, and politicians understand the psychol­ogy of persuasion well.

 

Above all else, persuasive writing addresses your readers’ needs, so you must “think their thoughts, feel their feel­ings, and speak their words,” says Sant.

 

This concept dates to Aristotle, says Maryann Piotrowski, author of Effective Business Writing. According to the Greek philosopher, persuasion involved locus (the word, fact, or argument), ethos (the credibility or the character of the speak­er), and pathos (the feeling of the audi­ence or the disposition created in the hearer), Piotrowski says.

 

Understanding the audience’s needs and feelings is important, but how you present yourself is critical, too. Psychologists point to the Gestalt the­ory, which states that we perceive things in relation to the form, surroundings, or context in which they are presented. Your writing, then, is a reflection of the service, product, project, or idea you’re trying to advance. Writing that is sloppy or grammatically incorrect will give the impression that the writer is incompe­tent or just doesn’t care.

 

Writing that is arrogant or too force­ful will only portray the writer as a bully or an egoist. The persuasive writer must be extremely careful about projecting this overbearance, one psychologist says. Although many experienced persuasive writers will warn about overselling, even what you think is a simple explanation could be a turn-off for your readers.

 

 

Persuasion or Manipulation

Persuasive writers should draw dis­tinctions between persuasion and manip­ulation, recommends Raquel Marrero Ph.D., a Miami-based clinical psycholo­gist and consultant. “Part of the philo­sophical framework of persuasion is the deterministic view of man,” she says. “Those who believe strongest in ‘free will’ would like to say that they decided, not that they were influenced or persuaded.” It’s not that they don’t want to give the persuader credit, Marrero says. They just like to feel they were involved in the analysis and conclusion-drawing process.

 

If you’re writing to someone who is more independent and inner-directed, “instead of focusing on persuading, pre­sent the facts so that the recipient makes the right choice,” says Marrero. But don’t confuse persuasion with manipulation, she says. “When a person (your reader) has knowledge of the facts and strongly believes in his right to choose (free will), excessive attempts at persuasion might be perceived as manipulation, which can only serve to dissuade,” she says. Above all, don’t underestimate your reader.

 

Maura Schreier-Fleming, an engineer turned sales trainer, has seen persuasion attempts from all sides. As principal of Best@Selling, a sales training and consulting company based in Dallas, she’s had significant experience in persuading clients, customers, and conference participants. But from her early working days as a lubrication and sales engineer, she also experienced the other side of persuasion—being on the receiving end. While she has some examples of “do’s,” one incident stands out as an example of what not to do.

 

“One of the worst persuasive pieces,” she says, “was an attempt to persuade my group to support the implementation of a new program. It was an analysis (spreadsheet) that was filled with inaccurate data assumptions. This piece was from my boss, an engineer with an MBA, who was playing fast and loose with the data. I lost what little respect I had for him.”

 

Basic Format

Once you have a good understanding of your audience, your message and its purpose, and the psychology of persuasion, you can comfortably begin crafting your document. Be sure you’ve obtained as much information as possible about your readers. Remember, too, that “the perception (of your writing) is influenced by many factors,” says Marrero, including “age, gender, degree of intelligence, health status, previous experiences and recollections, cultural perspectives, and decision-making status:’ Understanding as much as you can about your reader will help you anticipate questions and draft a stronger document.

 

Second, be sure you’ve conducted as much research as possible, that you’ve talked to the right people, that you haven’t excluded anyone or anything with critical information, and that you know who requested your writing and why, how much it may influence subsequent decisions, and if this is a one-shot deal or you’ll have more opportunities to persuade.

 

Once you’ve armed yourself with information, you can begin writing. Here’s a basic format for almost any type of persuasive writing:

 

1.         Start with a brief overview. Provide a summary of your product, service, or idea. Keep it simple and brief. You can elaborate later on.

2.         State the problem or need. Explain the situation and ask yourself “What does  the audience need to know? What is the bottom line?”

3.         Solve the problem or need. Make recommendations. This part is the “meat” of your work—where you address needs and concerns. Keep in mind how your readers will respond to your message, and address weaknesses or bad news, but show genuine concerns and play up the benefits. Find one or two main selling points and emphasize throughout.

4.         Back up your suggestions. Don’t make sweeping statements, but offer facts, figures, statistics, and quotes to support your recommendations.

5.         Push for action gently but firmly.  Address the “So what?” and “What’s in it for me?” questions while at the same time prodding your readers to action. If you want them to do something—buy your product, hire someone, give you money—then say so, but nicely, of course.

6.         Summarize your main points. Don’t rehash everything you’ve already said, but show how every thing ties in together.

7.         Attach supporting/substantiating materials. Include all the “proof” to which you’ve made reference in your main document. It may involve more explanatory text, charts, graphs, surveys, spreadsheets, testimonials, or other materials. By attaching this

material, the readers who want to see the details can do so without your document being bogged down with this data.

 

Beware the Pitfalls

No matter how much research and thought you’ve put into a persuasive writing project, you may still fall victim to bad habits, weak tendencies, or misguided

efforts that can hurt your presentation. Some of the pitfalls include:

 

•           Writing that is over- or under-specific. Engineers “tend to get too much into detail,” says Piotrowski. who also is principal of Cambridge. Massachusetts-based Corporate Writing Consultants. On the opposite extreme are those who try to be everything to everyone or who take what Sant calls a “shotgun approach” and don’t tailor their message sufficiently.

 

•           Documents that are too long.  Remember that people’s short-term memories allow them to retain only about six or seven pieces of data at a time, so don’t overwhelm your readers, suggests Marrero.

 

•           Overselling or underselling. While you don’t want to overpromise or oversell, underselling can be as negative. Engineers “put up resistance’ when challenged to think of themselves as salespeople, agree Schreier-Fleming and Piotrowski. Also, says Piotrowski, scientists and engineers “don’t anticipate questions and tend to put their recommendations and conclusions at the end, by which point the audience is bored or has tuned out.

 

•           Writing that is dull and boring. Avoid dull, boring writing by using simple, lively, positive, conversational, language, full of action verbs and images. Choose the active voice (we decided rather than it was decided) and use simple words (engineers are notorious for using utilize when the simpler use will do). Use lively words and images to show how your plan will save money, bring in customers, solve problems, increase visibility, or improve employee morale.

 

•           Too much technical jargon. Avoid mumbo jumbo and technical jargon, especially if you’re writing for a non-technical audience that may not be familiar with your field or understand your lingo. Be especially watchful of this if, in addition to working in a technical field, you’re also in a bureaucratic environment such as the government.

 

•           Messing with the facts. As Marrero and Schreier-Fleming have pointed out, underestimating your reader or toying with figures and data can only serve to alienate your reader.

 

•           Too quick to declare victory. Juan Vitali Ph.D., staff specialist for fire and explosion protection in the United States Office of the Secretary of Defense and a member of the research faculty at the Georgia Tech Research Institute, recounts the story of how one attempt to oversell an idea backfired. In 1996, a group of scientists claimed that they’d found a replacement for halon that didn’t have the same toxicological problems as their previous ones. “In their eagerness to claim victory, they oversold it,” Vitali says. It was a good replacement, but for unoccupied spaces, so it wasn’t practical for all applications. When this came to light and toxicological reports emerged, the group lost credibility.

 

•           Ignoring the human impact. Don’t let yourself be guided solely by numbers and technicalities. Your readers are humans, too, often responsible for other humans, and may wonder about the personal impact of your product or idea.

 

•           Typos, misspellings, and poor grammar. Vitali, who receives numerous reports and proposals from prospective contractors, is amazed at the poor grammar he sees. “It’s a turn-off to get so many things with basic writing mistakes, and you end up losing the interest of the reader:’ he says. Mistakes are so prevalent that if he had a consulting firm, he would “hire an English major just to proofread proposals.”

  

Special Challenges

In addition to the pitfalls all writers should avoid, engineers as a group face special challenges, including writing itself. “I think it’s hard for engineers to write, period,” says Schreier-Fleming. “I don’t know where they lost their knowledge of grammar, spelling, and punctuation, but it is difficult to read a lot of what engineers write.” Piotrowski adds that it’s hard for engineers to write in non-technical terms, because engineers and scientists “have a hesitation to be anything but technical and factual,” even though facts alone rarely convince.

 

Another major obstacle for engineers is the lack of training in non-technical or soft skills. Schreier-Fleming says much of what she learned came from hands-on experience. Others have been luckier.

 

“My personal approach to write better and more effective persuasive communication was by completing college credit in business communications early in my engineering career,” says E.  Eugene Anglemeyer, who put great value on non-technical skills during his 44-year engineering career. “In addition, my employer during the past 10 years offered and required constant courses to hone my skills every year.”

 

Still other engineers have found clever ways to acquire persuasive skills. Vitali credits his days as an active student leader at the University of Florida, where he ran for student body president. “Student government, that whole experience, was very instructive for me, especially with public speaking and writing. After graduation, I continued learning through the school of hard knocks.”

  

Thinking Persuasively

If you’re a good writer but still have difficulty writing persuasively, consider:

 

•           Enrolling in a college-level advertising course to learn the secrets of professional promoters

 

•           Enrolling in a psychology course devoted to persuasion

 

•           Taking part in an assertiveness training program

 

•           Joining Toastmasters, the public-speaking organization, to learn how to think on your feet and argue effectively

 

•           Joining the board of a community group to gain experience with projects and proposals.

 

Finally, remember that persuasion is about getting someone else to do something—but you can’t control people. Have patience, says Piotrowski, because you won’t always persuade on the first try. You also need prudence to keep you from exaggerating or overselling; and flexibility to help you make concessions when necessary, because sometimes getting something may be better than getting nothing at all. █

Patricia Lee is a writer in Alexandria, VA.

This article first appeared in Today’s Engineer in the 4th Quarter 2000. 

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