Channel Marketing Manager

Business
Audio Player

Channel Marketing Manager, Security Organization

Date of Interview: February 23rd, 2017

Transcript:

Q: Okay. Would you please state your job title, where you currently work, and how long it’s been since you graduated from college?

A: Okay. My job title is channel marketing manager, and I work at Alarm.com, and I graduated from college in 2003, so that would be, shit, 14 years? Sorry [laughter].

Q: That’s great.

A: Fourteen years.

Q: Can you please provide a very brief description of your primary job functions?

A: Sure. My primary job functions include creating and writing all the content for our marketing material, so this includes flyers, brochures, product summary briefs – because we’re a technology company, and we sell our products through a dealer channel – so I create all the sales materials and things that our dealers use to sell our product to their end users. So it’s B to B to C, in a way.

Q: B to B to C – business to business–

A: Business, to business, to consumer.

Q: To consumer. Okay, great.

A: So I write consumer-facing pieces that you give to a consumer if you go to their home and you leave a flyer behind about the products, and I write dealer-facing pieces that are more educational, so talking about product features, and what it can do for your business, and that sort of thing. So it runs a gamut from 12-page to 16-page brochures, to one to two page flyers, to trifold booklets, bifold booklets. I kind of determine what that piece will look like in size, and work with the product teams to create that content. Ultimately, a lot of times taking really technical pieces of writing that a engineer might have written or a product manager might written, and in a lack of a better term, dumbing it down, for consumers and for people to understand who are not technical in nature. That’s one part of my job. The other big part of my job is communications aspects, so I do all of our outbound email marketing to our dealer channel. So any emails, which can include a monthly newsletter, and any product announcements, and program announcements that we have that go out throughout the month or year. So probably anywhere from two to three emails a week to our channel. They range from, like I said, different products and features as things come out, to programs and services that we offer our dealers to help them sell – so whether that’s training materials, or marketing programs that help generate leads and help them market to their customers, and just news and updates on the company.

Q: Excellent, thanks. How frequently are you required to write in your job? If possible, could you estimate in an average week maybe what percentage of your job requires writing?

A: One hundred percent [laughter]. Maybe if I’m being honest, it’s like 95 percent, and then five percent of that is maybe like data analysis and kind of number crunching, but it’s very minimal [laughter].

Q: Okay. And we sort of answered this – what forms or types of writing do you most often complete? I feel like, unless there’s anything– great. Could you describe the primary to which you write, and the primary purposes that you’re writing?

A: Sure. So I hit on this in my previous answer, but there are two distinct audiences. It’s our consumers – so this is anyone that may or may not be interested in buying a smart home security automation system in their home. I think as a company, there are three different target audiences that we push our messages to, and it’s new homeowners, new younger families, wealthy, older individuals who many have second properties, and then highly tech-savvy kind of middle aged area. That incorporates a lot of people, but that’s our consumer base. So the writing to consumers is more I would say copywriting, where it’s very short, succinct, to-the-point, high-level, “What can our solution do to make your life easier and better?” – and putting it all in those contexts. Then we have our dealer-facing pieces, which are for our dealer channel, so this is security dealers in my profession. The security industry ranges anywhere from small mom-and-pop shops all across the country, to really large national companies, so the audiences range. We gear most of our stuff that we write kind of in the middle, because a lot of our bigger clients are familiar with everything and have one-on-one access to training and resources within the company. They don’t necessarily rely upon having the product summary or the brief there that they have to learn from, whereas our small dealers, that is their only source of getting information. I don’t know if you need like demographic-wise, but it’s US and Canada, we have a whole other international team that translates for our international dealers which range all over the world. It can range in education level, I would say that probably that most older security dealers are not college-educated, so you’ve got to keep it very simple and easy to understand. I don’t know, is there anything else? Is that good?

Q: No, it’s perfect. That’s great. Were you familiar with those types of writing when you were a student in college? And if so, how did this affect your approach to them once you got into the workplace?

A: Sure. I think in college, I was more– I was a marketing major, so I was familiar with copywriting and advertising, but doing the kind of writing that I do now is very different from actually advertising copy, which is even more niche and smaller and to-the-point. But I would say in college, probably was not super familiar with writing a brochure [laughter]. If I had to think about it, I don’t think that was something that we ever did in a class. I think we talked about things that we would provide or do, we did mock advertisements, but I can’t remember specifically ever being like, “As part of the marketing plan, we’re going to create this collateral, and these are the things that are– and here’s a mock of it. Here, I’ve written something that promotes this,” or something. So that was very much on the job training [laughter].

Q: And how did you approach it, those new genres, when you got into the workplace? How did you sort of teach yourself or– ?

A: I think just by kind of being a consumer already, you see that stuff. For me anyway, it was just kind of copying what I had seen throughout my life, and being like, “Okay, well this is what a brochure looks like, or this is what a trifold looks like.” I’ve actually never gone into a company or job situation where a previous piece hadn’t already been created, so you could kind of look at what someone else did, or what the industry standard was, or what that company was typically doing, kind of go from there. Then over time it’s evolved, like I think if we were to look at something– security dealers like to use trifolds, which are a 8.5 x 11 sheet that’s folded three ways. So those are kind of like industry standard, that’s what they like to use; if you have a security dealer come to your house, that’s what they’re going to leave you. So I think if you looked at a trifold that was created in 2011 before I got there and one that I’ve done recently, you would probably notice that there’s a lot less copy and they just get shorter and shorter, and more high-level. Whereas before I think there wasn’t necessarily a marketing team in place, it was a lot of product people doing marketing functions, so they were writing as someone who is very passionate about the product. So they put every single detail and thing that they had been working on that they thought was important, without really thinking about the end user, and what is truly important to the consumer, and also that people don’t really sit there and necessarily read everything that’s in a brochure. When you flip through a brochure, you’re probably looking at the pictures, looking at the highlighted text, looking at the big headlines, and that’s about it. So that’s where you have to focus the message. And that was all just kind of learning through time. I think throughout my professional career I’ve also taken training classes that focused on copy writing, which, not in the advertising sense, but in just the general writing for work sense. So that’s helped too, to really ingrain that, like, got to focus on the short message sort of thing.

Q: Could you describe your writing process, including how writing assignments or tasks are given to you, how you prepare, and the steps you take from the start of the project to the end? And if it’s useful, you could pick just a typical project that you do.

A: Yeah. Well I think for me, the first part is getting the information from the product team, because nine times out of ten, whatever I’m writing about is usually feature or product specific to something that we do. So a lot of times if it’s a new product or feature, I’ll need to work with the product team, they put together what they call a product brief, which will kind of outline the features, advantages, and benefits of what it is, what they perceive the dealer pitch to be, and what they perceive the consumer pitch to be. So, of course, what they think it is versus what they marketing team might think it is could be different, but nine times out of ten it’s probably right. So looking at that, and then, I don’t know, I don’t have like a real process. I just sit there, I read the product brief, and then I just kind of hit go, and just start typing. I’ve been at Alarm.com for probably a little over four years now, and I think I’ve kind of standardized on the format that we use for everything. So it’s like, if I’m sending an email about a new feature, you lead with what it’s going to do for the dealer and their business, what it does for the customer, where they can get it, when it’s available, pricing if that’s something we want to include, and call us for more details or whatever, move on. So it’s kind of like this outline in my head that I go by every time. Same with product summaries, it’s starting with, “This is the product, this is what it can do for you, this is what it can do for your customers.” And then from the consumer standpoint, you think about what it does for the customer, and what is the main purpose that this is bringing. “Ease and comfort to your life, save on energy,” – and just kind of focusing on those key headlines with quick sentences that tell what you can do. Not getting into the minutia of how you need to do it, how you need to set it up in the system, what the devices are that you need to use, it’s just this is what it is, and why you want it. So yeah, I wish I had a better process, but that’s really it [laughter].

Q: No, that’s great, that’s great. If your documents go through revisions or multiple drafts, how do you approach making those changes or improving the piece from one draft to the next?

A: So oftentimes, and I’ve worked in two different companies that I’ve done a lot of writing for, and most companies have a very different process when it comes to review and revision. The first company that I worked for previous to Alarm.com, you had your draft, you had a list of people that it needed to review, and it routed around to everyone that needed to review, and everyone marked up the same piece. Then you got them back, all the edits, and you had to go line by line and decide whose edits you’re going to take and whose edits you’re not going to take. Some made more sense, some don’t, it’s very subjective, I guess is the right word. Then ultimately you– I just remember picking sometimes or being like, “Ah, that doesn’t make sense but I’m going to go with this.” And then clean up the draft, and then it’s usually a final review for the key decision-maker, usually my boss. Alarm.com is a little different because the revision process is, I write it, and then I send it to the product team, they review it, give me their edits. Then I send it to someone else on my team to just proofread, and then I’ll make their edits. And then I’ll go back and then give the final to my boss, who will then review and sign off. But then she’ll have edits, and then make those edits, and then it’ll be final. So it’s very long and it’s a very difficult process, and sometimes you feel like what you end up is a bastardization of what you started with, but you just have to not be married to your words [laughter].

Q: How long do you typically have to complete a writing project?

A: Well, it varies. In our particular company, in a technology company, we’re constantly evolving and innovating and we have new builds every week. So a lot of times–

Q: Sorry, could you clarify what “new builds” means?

A: So a build is, when you have a engineer-based company, a build is typically what will go into your computer back end servers to push everything live. It’s fairly common jargon amongst the engineer set, I just learned what it was when I started at Alarm. So every week there’s new stuff coming out, and it’s every Monday. I meet weekly with the product team to discuss their roadmap, and where things are, and dates are constantly changing. One thing you thought was coming out next week actually isn’t coming out for another month, or something you thought wasn’t coming out for six months is suddenly coming out in two weeks. So then you’re kind of scrambling, and that literally can change within the week. It’s really quick turnaround usually, especially for the email communications. I try and do things as far out in advance as I can because the review process, like I mentioned, is cumbersome, and I don’t like to rush people for review. But sometimes you find out about something and two days later, you need to send something out. Or it could be you have a whole month to work on something. So it really just varies on what it is and what needs to happen with it [laughter].

Q: What is at stake in your writing?

A: What is at stake in my writing – I guess the perception of the products to our dealer community. Ultimately, the email communication is how our dealer channel learns about what our company is doing, and learning about the products and the solutions that help them sell and serve their customers. It really is the first line of contact with dealers on a week to week basis. Some of our bigger accounts obviously have more touch points with their sales team and their technical representatives. Because they’re more putting on more accounts, they get more attention. But there are smaller dealers that those email communications are the only thing that they see from Alarm.com, and if they don’t log in to our dealer portal, they’re not going to necessarily even know what’s happening unless they’re reading the email. Same with the consumer-facing stuff, I mean, that is really provided to our dealer channel as an added bonus. We present our marketing team to our dealer channel as a full-service marketing agency.

Q: Can I ask a clarifying question? So it’s not that you are sending emails direct to consumers, it’s that you’re providing the emails for the dealers to send?

A: Right.

Q: I missed that. Okay, great.

A: So there is those emails, but I also send directly to dealers, but then we provide things for dealers. We provide email content, we also provide all the marketing collateral that they could possibly use. We have what we call our “marketing portal” for our dealers, they can go on, select a trifold, throw their logo on it and their information, print it out, and they have a trifold brochure that they didn’t even need to do. You basically don’t need a marketing or sales person to start a security company with Alarm.com, because you can just use us. We’ll give you a website, we’ll give you email, we’ll give you collateral, we’ll give you a mobile app to go sell, and you go do it. We’re giving you all the things that you need to do to sell what we’re producing. So yeah, I don’t know if that answered the question.

Q: It does, it does, yeah. The next question you’ve half answered. The first part of it is who oversees your writing – so you mentioned your boss and the product engineers. Could you give a brief title and description of your boss’s role?

A: Yeah, so my boss is the senior director of partner marketing. She oversees our whole partner marketing team, which is solely focused on providing tools and resources for our dealer channel to go sell Alarm.com products and services.

Q: Perfect. How would you say your boss judges the success or quality of your writing?

A: [laughter] Million dollar question. I don’t know, necessarily. I don’t get reviewed on that. Her writing style and my writing style are very different. She often has a lot to say on anything that is written. So I don’t know how to answer that.

Q: That’s fine, that’s fine. Not knowing is an answer [laughter]. You mentioned earlier that you’d taken a couple of copywriting or copywriting adjacent training classes. Could you just tell me a little bit about any writing training you’ve had since graduating from college?

A: Yeah, so specifically one course that I took while I was at CEA (? 20:57), and it was called Content Writing for Marketing Managers, or something like that, I forget. It was like a two-day professional writing thing in DC. The guy was kind of cheesy but it had some good points about talking about being concise and using different words and kind of– it had been the first time I had had any education in that realm since college, so it was kind of nice to get some good tips and tricks for how to approach writing.

Q: Excellent. So what challenges did you face when you entered the workplace as a writer, and what steps did you take to overcome those early writing challenges? We talked a little bit earlier about, you said as a consumer you paid attention, and you looked at previous documents. Are there other strategies that you took to sort of orient yourself as a workplace writer?

A: Yeah. Well, I didn’t enter the workplace as a writer [laughter], I actually never considered myself a writer at all until I happened to fall into that position and became suddenly in charge of email marketing content at one of my previous companies that I worked for. It was very unsure of my abilities. So I looked a lot as a mentor to a older colleague that I had who also did– she was the contractor that did just writing and did a bunch of stuff with the website and stuff, so she would always– I would write things and she would review them, and give feedback, like constructive feedback, that I could actually learn from. It just kind of progressed from there. And I think with that, I just kind of gained more confidence over time. And then now, suddenly that’s most of my job [laughter]. Without really, I mean I do have a marketing background and I was a marketing major, but I will say that my training and schooling in marketing was not content creation heavy. At that time, this idea of content being king wasn’t truly felt and this idea of always needing to generating things on the web and for social and having all of this stuff wasn’t an idea at that point, so there wasn’t a ton of focus on it. Like I said, I was mainly in advertising and that was it.
Q: Excellent. Are you able to identify a change in your writing between college and now, and do you attribute that shift to anything beyond the feedback that you talked about and the class that you talked about?

A: Yeah, I don’t know, because obviously writing in college is so much different than writing in life [laughter]. I think maybe I’ve learned to be less wordy and I think I would probably be a little bit more long-winded probably in college, just because it seemed like that’s what you should be. Whereas now, it’s like, get to the point, I don’t need to flourish it. I even do that I noticed that in my emails to colleagues. I’ll write something and it’s like, “Well, I just wanted to say this about blah blah blah blah blah, and blah blah blah, can you do this?” And then I look at it and I’m like, “I need to cut like half of– Can you do this please?” [laughter] and you just send it, which is a skill into itself.

Q: Excellent. In what ways would you say you were unprepared as a writer entering the workforce?

A: Sure. Well I think in college I really can’t remember having a grammar intensive study in college. I went right into freshman year of school having passed through English 101 in highschool and just going straight to Literary Studies, which I don’t think had the same emphasis on grammar. I think there was like, you know, you got marked up on your papers, but you weren’t sitting there learning about different things. I don’t think I really ever took advantage of writing centers and stuff in college either, I just kind of wung it. I just said, “Okay, see what happens,” and just, I think, lucky me, by natural default, I was just able to make it work because I read a lot of books as a kid, and I honestly believe that’s the only reason why I can get through and it’s sort of grammatically correct. I’m sure I probably don’t have commas in the right places all the time, but halfway there. So I didn’t have any of that study in college, so going into the workplace, again, I kind of just write the way I speak. So for better or worse, that’s what you get [laughter].

Q: Okay, excellent. The last two questions: would you say you’re a successful workplace writer? Why or why not?

A: I would say I was successful just because I haven’t gotten fired yet [laughter].

Q: That’s one way to mark success [laughter].

A: And people come to me for writing advice and say, “You know, what do you think of this?” I feel like I must be some sort of subject matter expert at this point [laughter]. That’s probably not a great answer.

Q: That’s a perfectly fine answer. Absolutely, okay. And the last question: what skills do you think are most central to writing in your very specific role?

A: What skills – well I think having a decent sized vocabulary, and knowing how to read something that’s very technical and taking it and understanding it. And if you don’t understand it, knowing how to talk to people that do understand it and making them explain it to you in a way that you understand it, and then translating that. I think that’s a difficult skill and especially not something that is taught, because you need to have the personal communication with someone to be able to talk to them and get out of them what it is. Because sometimes engineers and marketers are two different types of people, and they think very different ways. So yeah, I think that probably helps the most.

Q: Alright, thank you so much.

Click here to read full transcript

Instructional Librarian

Education
Audio Player

Instructional Librarian, University

Date of Interview: February 7th, 2017

Transcript:

Q: So, would you please state your job title, where you currently work, and how long it’s been since you graduated from college?

A: Sure, so I’m John Danneker, I am the director of the Odegaard Undergraduate Library at the University of Washington in Seattle, and I graduated from undergrad, I’m assuming that’s what we want in this case, in 1998. So it’s coming up on almost 20 years.

Q: Great. Can you provide just a very brief description of your primary job functions?

A: Sure. I’m the administrative department head for a large, on-campus library here at UW Seattle, so I am basically tasked with making sure that we do everything in terms of the needs of the undergraduate students for the university, and their experience in the teaching and learning realm in particular with libraries and other resources. Basically the job responsibilities is to be the eyes and the ears for anything that is going on undergraduate-related, and figure out ways that the libraries can work within that. I have an incredibly talented staff of almost 50 people here within the building, libraries-wise, from librarians to undergraduate students who work with us to make that get done.

Q: Great, thank you. Could you describe the primary audiences to which you write in your job, and the primary purposes?

A: Sure. They’re varied, actually. Audiences for me can be anything from internal staff emails – I write a lot of those – and those are not only within my division, but then across the entirety of the libraries, and the libraries has about 350 employees. So some of that might be things geared towards all of them, it might just be localized, and then we have other partners with whom we work regularly to support the students. So they might be people in learning technologies and IT, or somebody in the university writing centers, or things like that. So those tend to be emails, occasionally memos, if it needs to be something that is a little more formal. I write a lot of letters, recommendation-type letters, and/or other memo-type things of that nature, and that’s probably a lot of my primary writing, I would say. There are occasionally sort of position arguments that need be made as well, about various high-level decisions because of the number of people that we serve and the size of the building that I’m in. So occasionally there might be some of those types of things as well.

Q: Great, thank you. You talked a little bit about this in describing the audience, but what forms or types of writing, or what kinds of documents to you most often write?

A: If you were to break it down just in sheer volume and number, I would say that emails are probably the first, and then some sort of reports, be they kind of committee reports or task forces or those types of things. Those tend to be the two most frequent things that I’m writing.

Q: Great, okay. And were you familiar with these genres when you were a student? And if so, how did this affect your approach to them when you got into the workplace?

A: You know, it’s really interesting – as a student I think you use email for different things potentially, but it’s also true that over time it feels like it’s become more formalized into, even if this is an email, this is like a more formal way, it’s not like a social media-ish type of way of communicating with people, although I do a lot of that as well, and even professionally we do a lot of that as well. So I don’t think anyone really taught me how to structure businessy-type emails and things. I think a lot of that was being in the workplace, having good mentors, having good people who modeled things well, where it was like, “ah, okay, I see.” And learning things like– when you’re writing kind of an argumentative paper, it’s one type of presenting your evidence in one way, but then also there’s the politics sometimes that come out of the workplace of, you know that there are certain things that you and this person know, and you may or may not choose to make all of that evident within a particular email or something like that, because you want to phrase or shape how things are going to be perceived based on the audience.

Q: Great, excellent. How frequently are you required to write? If you had to break down percentage-wise in a given week, maybe what percentage of your job is writing?

A: Wow, that is a great question. I would say easily 50 percent at least. There’s a lot of other communication – so I have a lot of meetings, but probably the written time that I spend actually writing or consuming writing or drafting writing and things like that, of all types, whether again it’s the emails or reports or whether it’s even academic papers that I’m working on, I would probably say it’s about 40 to 50 percent of my, any given–

Q: –great, okay, okay. I’m going to ask you a little bit about your writing process, and I guess it’s probably helpful to think about maybe one of the more complex or longer things that you write, one of the reports, or one of the cases where you’re trying to bit persuasive, but maybe you could just tell us a bit about your writing process, including how those assignments or tasks sort of begin, how you’re given them, or how you develop the need for that, and then what steps you take sort of all the way to completion.

A: Sure. So a couple that come to mind – we have things like annual reports that we have write, of course it’s a big division within a big sort of support unit, and so that is a process of– it’s an assignment, if you will, an assignment that comes down from certain parts of the library system, and also with the general knowledge of, “these are the types of things that you need to be doing annually”, just to make sure that people are aware. The audience for those tends to be internal, but it is also sometimes used as an external document. It could be for fundraising purposes, it could be excerpted, it could also be things that are being used to make persuasive arguments with different departments as far as funding that’s not fundraising, but more like departmental funding requests and things like that. And also working with partners, I’ve found this kind of document to be really, really useful. So it’s a process that takes months usually, in that people are starting it early, and I think people– because I’m not the sole author of this, this is more of a compiled document, and so a lot of my work within that is making sure that I have division heads within my building who are responsive to deadlines, seeing what they need, working in terms of getting the sheer data available, and making sure that we are able to compile all of that, and giving them also a structure has been really important because we have so many different divisions. So what we tend to do is to have a– this is going to be responsive to this particular framework, in our case it happens to be a strategic plan framework. And so each division within my library is then writing things based on that known framework. And then it’s my job, ultimately in the end, to write kind of the forward and afterword and types of things, and then also find that common voice. So it’s writing but it’s also editing at the same time, and I find it really challenging but fun [laughter]. But even with the number– because you have so many different voices coming in, and that’s really great, but then you want to try to make it feel like a through-composed document ultimately in the end. So from start to finish I would say yeah, it probably takes a couple of months, and that’s like everything from data gathering, it’s not constant writing clearly. And I, like anyone else, I am a crammer, so even though I know that a deadline is say, the end of August, for this or whatever it might be, I’m going to get most of my best work done, let’s put it that way, within the ten days before a deadline. Although I have learned over time that just for my own personal style, I am not somebody who can work up to the deadline. So I tend to be a– I set myself a deadline that is several days in advance of the actual deadline, then I throw it away and don’t think about it for a day or two, and then I come back to it and I say, “all right, now semi-fresh I going to see what I can do to clean this up a little bit.”

Q: That’s great, that makes a lot of sense. What do you usually find when you do that? Does your perspective on it change significantly in that day or two period?

A: It does. I’ve found that sometimes for me it’s finding the common threads, and because again– and what I’ll oftentimes do is take those pieces, make them into like, “Okay, I’m going to find the voice that I want to use throughout all of this,” but then it may be that you need– it’s like finding good research that is then going to help lead your writing, and kind of make you realize the holes that are there, that, “Oh, this hasn’t been addressed at all, this could be my new– there’s a new piece of this that I’d want to do.” So for me, it’s related to that but different, in that it’s kind of what are all of these, like what are the things bubbling up? What are the themes that are inherent in this, but only when you see it as a corpus? And then when I can see these individual pieces all coming together, it helps me to be able to think, “Ah okay, here’s my, this is my hook, this is my angle for this particular document this year.” And interestingly, that’s probably a process that I use with a lot of other long documents that I write. When I’m doing an academic paper of any length, for publication, if it’s a study or if it’s– and I tend to be, when I do those, I’m not somebody who writes a lot of, I don’t do as many data-driven studies as some might, mine tend to be thought pieces or those types of things. So I’m using sources in different ways, and so it’s oftentimes kind of melding and pulling these ideas together and then thinking, “What isn’t here? Or what is the idea that I can pull out of this that seems to be the overarching, main topics for people?”.

Q: Great, thank you. Obviously this is going to vary from document to document, but what would you say is at stake in your writing?

A: Wow, yeah, you’re right it could vary so much. I mean, it could be everything from good relations among staff, depending on how I’m writing to various departments and things like that. It could be the failure or success of our budgets for two years, based completely on how persuasive certain pieces of an argument are and how much– I’ve learned, especially here in this present work environment, being at a R1 institution, and where we have a lot of evidence-based and data-driven decision making, that I can feel all I want, but just saying that “I feel this way” or that “we feel this way” is not going to necessarily make a hill of beans difference to some people who need to make those final decisions. So I think that that’s always an important piece to consider. It’s not life or death, no one is living or dying based on what I’m writing necessarily, but it tends to be very relationship-oriented and very partnership-oriented. I could misspeak, and completely sever or damage a relationship for years to come. There’s sometimes if it’s an email or something like that, then I have to do things like think about the various angles. And again, life is political sometimes, even when you don’t necessarily want it to be. So it’s making the best case for what we need to be doing in terms of what the student needs are, what the faculty needs are, and those kinds of things. So figuring out, I guess occasionally if there’s a small bridge that you have to burn, but I try not to do that ever.

Q: Right, right, okay. Does anyone oversee your writing?

A: Oversee is a really interesting question. So I answer directly to an associate dean within the libraries, and I feel that we have a great relationship in that if I have a particularly sticky or thorny thing that I’m trying to figure out in my writing, I could definitely consult her. I’m really lucky in that we happen to have the Writing and Research Center for the university, the main writing center for the university, is here in our building, and a lot of our research librarians are also at least minimally, if not fully trained to be writing tutors. So I happen to have a lot of people on my staff where I can say, “Here’s what I’m trying to do,” or, “Can we talk through this particular thing?” or whatever. So I’m in a pretty privileged position in that way, because I realize not a lot of people have that access to that necessarily. I have kind of a direct person who’s been my direct supervisor, but then at the same time I have a lot of people that I would consider colleagues that I can bounce my writing off of.

Q: That’s helpful, that makes a lot of sense. How would you say that the success or quality of your writing is judged or assessed?

A: That also sort of depends on the type of writing. I think that when I’m writing sort of the standard emails and partnerships and working among our staff and things like that, I mean it’s do we get the results that we need to in order– again, I always try to base it– for me, it’s having the central focus of the needs of the students and faculty and things like that. So ultimately, is what I’m writing and what we’re planning or doing serving their ends? If that accomplishes that, then I think that that’s pretty good writing. And also the same thing with say, performance evaluations for staff, I’m responsible for a lot of those types of things, either authoring them directly or being a reviewer for others who are authoring them. So, is that staff member going away with a real good sense of how their performance is affecting a larger whole, are they seeing the system [?15:22] , and are they an acting member in that, in terms of playing a role in setting goals and thinking about where they fit within the organization moving forward? So if we do that, and if we have people doing that, then I say, “Okay, this is successful, this is a good attempt at this.” Then, you have your other things like obviously a peer reviewed article is– people are either going to like it or they’re not, based on the review, and then you’re going to have to do some editing work and things along those lines. Sometimes those are just completely external and harder to pin down in terms– as you know all too well [laughter], as you are in this realm all the time. So I think it just varies greatly.

Q: Okay, that’s great, okay. Have you had any training or education specifically in writing since you’ve graduated from college? I know you have a graduate degree in library studies, but how much, if any, actual focused on writing, either within that or separately have you had?

A: I might be sort of the odd duck here, because I haven’t been in a classroom setting formally for writing learning, or I can’t remember any specific job trainings that I went to or anything like that. However, in a previous position I was very, very involved with an integrated writing program with librarians working with writing professors, and a freshman writing program in particular. So for me, I learned so much through working in that program, just because it made me think a lot more about the arguments that we make, certainly as students are trying to figure out how to make an academic-based argument, but then it also becomes a very applicable thing and transferable for them if you make it so. I guess sometimes they need to make it a little more obvious, and I think the shortcomings of having that kind of upbringing, if you will, into this is that people can sometimes get pigeonholed into thinking the world is going to function like this. But you can always learn how to have different powers of persuasion, if you will, or how to employ different research more effectively. I think we’re seeing it on a national scale right now, with questions of information and data and media literacies, right? And getting people to understand the value of those sorts of things. So some of it’s been formal, some of it’s been through association with other people who were doing it more formally, and others has just been kind of information people are, I think in some ways, they have to be thinking about. Because it’s what we do that enables that kind of communication, ultimately in the end, so that we can’t be thinking of ourselves in a vacuum, because ultimately if somebody wants information, and they’re coming to us for that, they’re going to be using that to some end or another. So thinking about their final products and what they’re trying to achieve is always an important thing.

Q: Great, yeah, absolutely. Getting back to your sort of writing process, is there anything that you do to prepare to write, whether that’s an email – obviously you spoke to this idea of making sure that the researcher data is available depending on what kind of longer form piece you’re working on – but are there other preparations that you take?

A: Yes, particularly if I’m responding to a prompt. I’ve learned over the years to make sure I understand what that prompt is, and understand what the pieces are that somebody is really looking for. Especially since, as you can probably tell, I’m long-winded [laughter]. I know that sometimes I need to be a little more thoughtful about presentation of the idea, and so I will try to do things like either idea mapping, or sort of thinking about– I draw a lot, so I actually, one of my more interesting things, at least for me it’s interesting in the writing process, is a lot of people draft, and then do a lot of revision, and draft and revision of– I don’t tend to do that quite as much as some other folks, so I do almost visualize things in a way. I will sometimes draw ideas and sort of how they flow from one another, and then that helps me to structure. It’s not as often with emails, say necessarily, but it could even be something like that, where it’s like, “All right, this is a high stakes important thing, and I need to make sure that I hit all of these points.” So dropping those things in the right order– another place where this works great for me is on, like I said, I write a lot of recommendation letters or I have to review those kinds of things, and thinking about the ways that the presentation of the facts or data are going to be the most impactful to that person I think are really–

Q: That’s super interesting, especially the drawing component of it. That’s really interesting.

A: It’s so weird, it’s something that I’ve done for years, and it has always worked for me. And I also, I walk around a lot, and that’s so weird. I’ve already told our staff this when I moved to this job, that sometimes when I’m working on a hard writing problem in my brain, the best thing that I can do is to almost activate a different part of my brain. Because for me, writing feels like one thing and I have to be in the right mode and those kinds of things, but if I can go into sort of like a monotonous task-oriented kind of thing, where it’s just something that I do over and over again, that will sometimes actually help my brain to then structure things. It’s more about structure, I think, than– because initial ideas and brainstorms and those kind of things I tend to not have as much trouble with; I think it’s sometimes the opposite, it’s like limiting it down and not wanting to go too broadly into something. Then that process is kind of like, doing something completely different helps me then to start thinking about structures of how something might be most effective.

Q: Got it, that’s really interesting, okay. How long, you said with annual reports and things like that, it might be a several-month process. But for a typical writing project, what would you say is the average amount of time you have to complete a writing project?

A: I would say average amount of time from start to finish? Like, so the deadline– ?

Q: From start to finish, yeah.

A: –or how much time does it actually take? I think the majority of what I do probably takes less than a half an hour. Of that say 40 to 50 percent of my life, if you were to break that down further, I’d say of that 50 percent, the vast majority of that, maybe not vast, but at least a majority of that is a lot of communicative emails and that sort of thing, or relatively short bursts of reporting on things. So for me, it tends to be a lot of those are within a half hour time range, sometimes an hour. Some of that stuff I can just know if I set aside this amount of time, I’m going to be good on it. But then there’s others that you do a chunk of it, and then you have to come back to it, and it’s going to be something that’s going to take a long time.

Q: Okay. Do you have any recollection of specific challenges you faced as a new workplace writer?

A: Yeah, I was not very good at– I think early on I had to learn how to process things like data that were available in such a way, to use them to inform what I was writing and then present them in a way that if it needed to be the most important thing, that that was then made the most important thing. I tend to gravitate towards long structures, and I’ve had to learn that that doesn’t work for people nearly as well in a workplace setting all the time. So if I do have to write a 25-page annual report on something, then it’s probably good to have a one-page, quick hit summary as well – that executive summary kind of idea – I didn’t understand any of that. I was just like, “Well why wouldn’t people just figure that out from, you know, it’s like I took all this time to write you the 50-page version. Can’t you figure out what it’s like–?” [laughter] “Oh, that’s precisely why they can’t figure out what’s important!” Because when you’re writing 50 pages, everything is important to you or you wouldn’t be writing about it for that length of time. So then having to find the ways to distill that down was really, really important.

Q: That’s great, that’s great. Do you feel that there are any challenges that you still face as a writer?

A: Oh yeah, certainly. I think you always have to be thinking about tone. Tone is really interesting, especially when you live in a very fast-paced, social media driven kind of world that we do all the time. Finding the right ways to phrase things that are, like say for instance, if something needs to have constructive criticism, you need to find a way to do that that is responsive to the person and again, makes whoever the reader is feel like they’re a part of that whatever it is that you’re doing, without alienating anybody. I think that that’s always a challenge right now, is still finding ways to– just because some of the external factors are affecting that person when they opening their emails, or whether they’re getting that report that you’ve written that they’ve been waiting on or whatever else, so that’s definite. And I think I’m always trying to refine ways to visualize things a little bit better for people. I’ve tried to work with incorporating a lot fewer words in certain documents and finding different ways to make things obvious. That could be a data visualization, it could be charting, it could be a number of different things that really will help people to see – or different audiences if there’s multiple audiences who might be looking at something – finding the ways to make that resonate with them I think is always a fun challenge for me. Going back to that annual report idea, it’s going to look very different for my associate dean, who is the person that I have to report it to, and then here’s the cover sheet, sort of, bullet-point list. But then if I’m taking that same thing and extracting it for a fundraising event that we’re doing, yeah I know people are not going to sit there and read, but they’re going to be really intrigued by, “Here’s this cool little snippet of information with this amazing photo that goes along with it that shows these students doing this cool stuff in this building.” So it’s almost the rhetoric of the nonverbal, or not verbal, but I guess the non-textual.

Q: That’s interesting, that’s really interesting. Other than – you mentioned this idea of sort of not being able to pair down or be as concise when you were a new workplace writer – but are there other big changes that you see in your writing style, generally, as you’ve evolved as a workplace writer?

A: Well that’s definitely one of them, I already mentioned that one, but that’s definitely something that I see. You know, to be honest with you, I think over time you learn different formats and different structures and you then, like I have kind of my tried and true way that I tend to approach certain types of documents. An example would be performance evaluations and things like that, where you know that this is something, that you are building on something that already exists, and the way that you – especially if you’re doing that for say, I don’t know, ten different people – the way that you look at that across the entire body of those, and if you really are kind of in the position that I am where you’re making sure that you have a staff who are all moving towards particular goals, or you want people to be thinking not only for themselves individually, but thinking as a whole group along certain destinations, then I think making sure that you find ways to get those things in with every person is really, really important. So I have kind of templates, for lack of calling it anything else, but it’s not an actual template, it’s more like how this document will be structured to make sure that everyone is getting some pieces of this. It’s what they individually have achieved, and writing as much about that as I can, but then also relating that, and taking those pieces that I get from them, and saying, “This is great in that it looks at this larger goal or larger vision kind of thing that we have.” Finding ways to work those in are really, really important, and I do a lot more of that now than I did say, 20 years ago.

Q: Gotcha, interesting, interesting. So in a sense it sounds like you are sort of building up these tools for yourself in order to develop your writing, like to make yourself more consistent and to make sure that you’re achieving these things that you want to achieve.

A: Yeah, that’s the way I– I think that’s so important right? When you have so many different people, so many different personalities that you’re working with, who are working with you. We’re so lucky to have so many different personalities, right? One size is not going to fit all, so the way I look at it is I tend to talk about tools in a toolkit frequently. Even in writing a similar type of thing for a group of different people, I’ll fine-tune this a little bit for this individual versus that individual, or something like that, or knowing the personalities behind the things as well, like is this person going to respond better to this, or to that? Even though the basic idea is the same, but thinking about the ways that different personalities are going to interpret or play into that.

Q: Right, right, okay. Two more questions: the first is, would you say that you’re a successful writer in the workplace, and why or why not?

A: Yeah, I think I’m pretty good at communicating. Our folks need to all feel that they’re part of a larger whole, and that needs to be again, like I said, grounded in something that is bigger than just what we are doing. So I think that I am successful particularly in doing those kinds of things, in making sure that what we’re doing is based in the best possible experience that we can be creating for our students or faculty, staff, whomever those people are. I think also it really, again, it’s also sometimes dependent upon the audience reception, and the way that different people may take different documents and things like that. But generally speaking, and I think largely speaking, it seems like when I’m writing something, it’s something that I’ve had more thought time with, and as a result, it tends to be a lot more persuasive. Personality is great, but I tend to be kind of somewhere like a forced extrovert, kind of introverted person, a little bit. My job is very external and working with a lot of people all the time, but I think I do some of my best work when I actually have a chance to not immediately respond to something, but then sit back, think about it, and then that’s where I think those effective communications are.

Q: Great, great. And the last question: what skills would you say are the most important to writing in your specific role?

A: Systems thinking is way more important than I ever realized it would be. So realizing again the various readers, and being able to craft whatever it is that I’m writing, and it may be something as subtle as language differences or something like that that I employ when I’m writing. I think that so much of the effectiveness of the writing is largely again dependent upon the relationship that you already have. If you’re forging a new one, it’s one thing, but if it’s a relationship that you already have or you’re trying to move into a different direction or something like that, a lot of it is soft skills I guess. But it’s more people-based, like understanding who the person is and how they’re going to take this, if I’m trying to be persuasive. It might be something else, like you know, if I just really– I’m also, I try to be very forthcoming in what I’m writing if it’s like, “I don’t know what I’m doing here and I need some,” you know? I don’t tend to be somebody who sugar-coats a lot, I’m not going to beat around the bush on something like that, I tend to be more direct. So I’ll just be like, “Hey, I have this idea, I really want to know what you think about this,” or, “I have no idea what to do about xyz, what do you think are some things we might be able to do in this situation?” And then kind of gathering that back as well I think is really something that’s been very important for me in my particular role in what I do.

Q: Excellent, thank you so much!

Click here to read full transcript

Realtor, Durham, NC

Business
Audio Player

Realtor, Durham, NC

Date of Interview: February 7th, 2017

Transcript:

Q: …and so now we’re recording there too, which is great.

A: Okay, great.

Q: So we’ll go ahead and get started, and if you have any questions along the way just let me know.

A: Okay.

Q: Alright, so would you please state your job title, where you currently work, and how long it’s been since you graduated from college?

A: My name is Steve Gardiner, I work at Fonville Morisey as a realtor, and graduated from college in December of 1990.

Q: Excellent, okay. Could you provide a brief description of your primary job functions? We don’t have to get into too much nitty-gritty, but just the sort of overview of what it is you do as a realtor.

A: Well, I am a residential realtor, so I work on buying and selling residential properties. So I have buyer clients and I have seller clients. For the sellers, I list their house and sell it; and buyers, we go looking at houses and find one and once we get it under contract, we go through the whole process with the attorney and inspections and all that stuff, and then when we’re all done, we have a closing and they go to the courthouse to record the deed, and they own the house.

Q: Excellent, okay. Great, thank you. Can you describe the primary audiences to which you write and for what purposes?

A: I have two main audiences: clients and other realtors. So when I’m having a transaction with somebody and I’m representing either the buyer or the seller, on the other side is another person who’s represented by a realtor, and that realtor and I do the talking. So that’s really the two types of people that I deal with. Are you looking– what else did you ask?

Q: What is the purpose of those kinds of written communications, most often?

A: So with the buyer, it’s helping them look for a house, getting them information, finding out about what they liked or didn’t like about certain houses and it’s all a way for me to kind of fine-tune what they want. And then when they go under contract, there’s a ton of questions like, “Do you want a survey? Do you want to get an inspector? Do you want a pest inspection? Do you know what radon is?” –  it’s all this stuff. So I’m sending them information, educating them about things, and then they need to make a decision on what they want to do. So with clients, that’s a lot of what is happening throughout the whole process. With the other realtors, sometimes it’s informational like, “Can you tell me how long the roof has been on the house?” and sometimes it’s a negotiation thing, like I say, “My client offers $200,000,” and they say, “We won’t take less than $210,” and I say, “$205,” and those type of things. The way that it works when you put an offer on a house, your initial offer you fill out an offer form, an offer letter. It’s this long legal form, made by the Real Estate Commission and the state bar association, and you fill it out and you send it in. So that’s when I say, “We’ll offer $200”. If they come back and they say, “We want $210,” or something, that part is done verbally or either on the phone or email and sometimes even texting. So I’ll talk to my client and say, “Can you do $210?” and then they say, “Yeah, that sounds good,” so I let the other realtor know, “Yeah, they can do it”. So there’s that negotiation. And once the house is under contract, when they do an inspection and they find things that need to be repaired, and we ask the seller to do it, that’s another negotiation. They can say, “yes, no, we’ll do half of it,” blah, blah, blah. So I would say kind of informational, negotiating, and kind of educating and advising people.

Q: Great, great, perfect. What forms or types of writing or kinds of documents do you most often complete? So you talked a little bit about that initial form and emails, are there any other types of writing, types of genres of documents that you work with often? Or are those pretty much limited to those?

A: Well, there are a ton of legal documents throughout the whole process. Since I’m not an attorney, I’m not allowed to write any language in those documents. I am allowed to fill them out and I’m allowed to explain them to people. So a lot of that is sitting down with this 13-page offer letter and explaining to the people, before they sign it, what it all means. So I’m not actually writing anything there, but I’m usually telling them that verbally. But, you know, if somebody’s out of the country or something, which happens sometimes, I can do some of that on email, but that can be like an hour-long conversation, so it would be rough on email. So that’s one, these legal forms. And then a bulk of my writing is just emails to and from the attorney, the listing agent or the buyer’s agent, and my clients – tends to be the bulk of it. So I’m dealing with them a lot. Sometimes we do text, sometimes we do Facebook Messenger, it really depends on whatever the client feels most comfortable with, and then I have to use that method, because that’s how they like to receive their information. So part of my job is figuring that part out, like, do they want me to have them come to the office and sit down and I talk to them and show them? Or do they just want a phone call, do they want text, do they not want any explanation, they just want to sign the thing? And then, as far as written communication outside of those people, I’m doing certain things like, when I list a house in MLS, there’s a part that says “agent remarks” and “remarks”, and that’s where I say, “Come see this beautiful two-bedroom cottage, nestled amongst the Eno River, and close to downtown shopping,” and blah, blah, blah and stuff like that. So you have that kind of thing, and sometimes that writing will get repeated in other things, like I might do a flyer for an open house and I’ll just use that paragraph again. There’s that type of stuff too. I mean, that’s the bulk of it really.

Q: Great, okay, awesome. Were you familiar with any of these types of writing when you were a student?

A: Well, email and texting didn’t exist, so no. We didn’t do anything in school with phone calls or really any type of verbal communication. I remember I took one speech class, it was like, Public Speaking 101, or something like that, and that was– I was in there for a semester, and that’s all I ever had. So everything that I’ve learned has been just through experience and on the job, just doing it for years.

Q: Okay, great. How frequently are you required to write, and if possible, could you estimate in an average week, maybe what percentage of your job requires writing?

A: I write every single day, seven days a week, could be five in the morning, could be midnight, doesn’t matter. There’s certain times that things have to be done and you just have to do them. As far as the percentage of my day spent writing, probably about a third or so, I would say. Probably about a third writing, and then a third dragging around and showing people things, and a third shuffling papers and dealing with contracts and stuff like that.

Q: Gotcha, okay. Could you describe your writing process, including how writing tasks sort of come to you, what steps you take from the start of the project to completion? And I know this will vary a little bit depending on what kind of thing you’re writing, but let’s maybe start with emails. What is the writing process like for that?

A: Well, one thing I always try to do is think about who my audience is. I’m a realtor, I want people to feel comfortable with me. So if somebody writes me and they’re a friend of one my hip friends downtown, and they’re also 25 to 30 years old, and they say, “Tell me a little bit about yourself,” then I would say, “I love Durham, I go to Motorco all the time, and Fullsteam Brewery, and Ponysaurus, and we go out to this restaurant and see live music over here,” and that’s how I kind of deal with it. If it’s a little old lady who lives in the country here, that is a, “Dear Mrs. blah, blah, blah,” and much more formal, and usually would be more likely to need a face-to-face meeting. I even dress differently for customers, because if I wear a suit to some young hipster, he’s going to think I’m a nerd [laughter], and if I wear a jeans to a little old lady’s house, she’s going to think I’m a child, or something like that. So, it’s part of the whole– writing and how I write to them and how I phrase things and all of that is just dependant on who my audience is.

Q: If your documents go through changes, how do you approach those changes? Is there a drafting process with those emails, or is it a sort of, you write it once, it’s gone?

A: Certainly with emails and texts, you write it and it’s gone. It’s important for me not to look like an idiot [laughter], it helps me in my job. So, I try not to have– I’m a pretty good speller in general, but if I see any– well, let me back up. I’m a good speller, but I do a lot of typos, and so I have to go back and make sure– I reread everything once before I send it, just to make sure it’s saying what I want it to say, because I have misspelled words in the past, and I’ve also just done dumb things, just like wrote the wrong, totally unrelated word because I was thinking about it. So it’s really a lot of proofreading, as far as that goes. I even do that with texts. I don’t use textspeak too much, I generally write in sentences. Yeah, does that answer your question?

Q: Definitely. Yeah, perfect, thank you. Does anyone oversee your writing?

A: No, except for the people who receive it [laughter], because they’re– I don’t really have a boss in this job, except for if I do something wrong, I could get sued or I could get into legal trouble, or trouble with the Real Estate Commission. So there’s that to think about. But then beyond that is how does my client receive it, and I am communicating what I need to communicate? Because if I don’t, that can come back to bite me later on. If they misunderstood something and they signed an offer letter they didn’t mean to sign, that can go down a bad road pretty quick.

Q: Yeah, that actually leads perfectly into my next question, which is, what is really at stake in your writing? So that’s certainly a big thing, are there other things at stake that you could identify?

A: Yeah, for instance, realtors have to disclose anything that they know that is majorly wrong with the house. So, let’s say I was selling a house and it was the middle of summer, and I knew the heater didn’t work. I couldn’t just not tell people – I have to tell them. I have to say, “Oh, by the way, the heater doesn’t work”. If I don’t tell them that, and they buy the house and then winter comes around and they turn on the heater and it doesn’t work, they could come back and they could sue me personally. I could lose my license for certain infractions; I could get fined by the Real Estate Commission. And so what I say could really be helpful, or it could hurt me if I say the wrong thing. So there are times when I’m not sure about how to respond to something, legally. That’s when I can go ask the person in charge of our office or one of the other long-time agents, like, “Hey, what would you recommend I say here? I don’t want to get myself into trouble, I don’t want to break any laws, I just,” you know. So that’s probably the closest I get to a peer review – it’s just going over stuff with experienced agents.

Q: Could you give me an example of a situation like that? Like when you say a potentially legal situation that you’re not sure how to handle, is it some things such as, “Is this a big enough deal that I have to disclose it?” like an issue with a house, or are there other issues that come into play there?

A: Yeah, so for instance, I have a house that is listed and it’s in a really low part of the water table, and the town runoff goes through their back yard. When it rains a lot like during a hurricane or something like that, that water rises, and it’s actually flooded part of her house before. So she had to pay to get that fixed – spent thousands of dollars putting in drains and stuff like that, but because she’s so low, it’s still wet underneath the house. So my question is, I don’t have to disclose things that used to be wrong, like I don’t have to tell people that the house floods if she paid to fix it. But, my question to my boss was, “But it’s still wet under there, it isn’t necessarily from the flooding, it’s from something else. What do I have to tell them?”. So I was kind of a little unsure about that. She told me that it would probably be a selling point to disclose the work that you have done, and feel free to tell them about the problems in the past and tell them you’ve solved it, and explain why it’s still wet now. So, I think the answers tend to often be– if you ever think you’re hiding something, it’s probably a good idea just to tell them.

Q: Got it, okay, that makes a lot of sense. So because you don’t have a boss, this next question is a little bit different than it might be for someone else. But how would you say that the success or quality of your writing is judged? Or maybe, how do you judge the success or quality?

A: Well, how I judge it is if can get my point across in a way that is not too verbose, kind of straight to the point. People don’t read that closely, especially in email and especially in text, so I can’t bury the good information. So sometimes if I have two important things to ask a client, sometimes I will ask them one in an email, and a couple minutes later, send them a second email with the other question in it. Because if I list multiple questions, sometimes they’ll answer the first one and then then they never answer the rest. And texting, I found out, you can’t ask two questions in the same text. You can’t say, “How are you doing today? When are you coming to see me?”. They’re going to write back and go, “I’m doing fine!” or, “I’ll be there on Tuesday!”, but they will not  [?19:13]. And then, my clients often, when the process is all over, they give me recommendations. The thing that I keep seeing over and over is, “Steve is so helpful, he explained things to us, made a lot of sense, he took this process that we didn’t know anything about and he made it easy,” – so that’s kind of how I judge myself. Because at the end of the day, if my clients are happy, then I’m fine.

Q: Great, okay.

A: But if they’re unhappy, I’m not.

Q: Right, okay, that makes perfect sense. Have you had any training that is specific to writing since you’ve graduated from college?

A: No [laughter]. Except having a wife who’s a college English professor, and will tell me if I do something wrong, but yes.

Q: [laughter] It’s its own kind of training, okay, perfect. Do you do anything to prepare to write? This sort of goes back to that question about your writing process, but is there anything that you do in preparation to sit down and write?

A: Not too much, really. Of course, there’s certain topics where, for instance, if I’m explaining to somebody in an email the good and the bad and the ugly from their inspection report, I’m going to have to have that report with me and reference it, and then I comment on it and then I attach it to the document, or something like that. But no, I’m kind of– in this business you have to respond very quick, and that means you might not be home, you might be on vacation, you might be whatever. So just being quick and clear, and answering their questions in a most succinct way as possible is what works.

Q: Gotcha, and that sort of speaks to my next question – how long do you typically have to complete a piece of writing for your job? You said “pretty quick” – what does pretty quick look like, on average?

A: Usually just minutes. I don’t ever write anything and set it aside and come back to it later. Even when I’m listing a house, that paragraph about how great the house is – that isn’t something that I work on, really. I sit down and then I just write it, and then I read it over and I edit it, and then it’s done.

Q: Perfect, great. What challenges did you face when you entered the workplace as a writer? Are there ways in which you felt particularly prepared or unprepared?

A: When I very first entered the workplace, the communication was all phone, and I was very uncomfortable with that. And then email came about and I was really comfortable with email, and could really be clear and thoughtful and all of that stuff in an email much better than I could talking. And then when it came to texting and stuff – half the time I don’t even know what people are saying to me, because they use so many abbreviations, but I look it up and figure it out [laughter]. I don’t know if that answered the question?

Q: It does, it does, yeah. And do you face any challenges in your workplace writing now, beyond what we’ve talked about, sort of the timing issue and things like that?

A: Well that paragraph that I write about why the house is great – after you’ve done this dozens and dozens and dozens of time and you see houses all day long every day, it’s kind of hard to make that paragraph very interesting [laughter], or unique, or just something so that people will pay attention. It really tends to end up being less flowery and more fact-based, like “new roof, new water heater” – like that kind of almost like bullet points. I feel like we’re getting closer to the point in our society where everybody just wants bullet points for everything, whether you write them out or talk them or text them, or whatever.

Q: Yeah. Are you able to identify a change in your writing style between college and now, and if so, what do you attribute that change to?

A: What’s interesting is that when I was in college and before college, I didn’t really have a writing style at all. I did the five paragraph essay in highschool, and I wrote the term papers, but didn’t really do much beyond that. And it wasn’t until I got out and especially when– I used to be big into those email listservs, like on music, or whatever, and I would meet a lot of people, and we would write all day long. I’ve never had any training, but just the constant, for maybe 27 years now, of constant reading, responding, writing, over and over and over, I mean you just get better at it, it’s just [laughter]. But I don’t really think– the only thing that I feel like school, including college, taught me was just the groundwork, the basics, like grammar, spelling, how to form a sentence correctly. Because like I said, when I’m talking– if somebody from an English professor from Duke calls me up, I better at least spell my words right [laughter].

Q: Okay, and other than– you sort of referenced paying a lot of attention to emails that came across listservs and things like that, and sort of seeing– so are there other practical things that you think you’ve done since you’ve been in the working world to overcome writing challenges or to improve?

A: I think it’s just repetition really. I didn’t really utilize any tools or proofreaders or anything like that. Just kind of trial and error, and trying to figure out– for instance, sometimes I write postcards, and I send them out to a neighborhood, and I say to people, “Hey, if you want to sell your house, let me know, I’m a realtor,” basically. And there’s many different ways to say that and you can be long and verbose and say where you went to school and blah, blah, blah, or you can just be like, “Do you need a realtor? Call today!” or whatever. So you have to make those type decisions, and trying to figure that out. And sometimes with those things, you’ll phrase it in a way and you’ll get a better reaction. And then you’re like “oh, okay, I’m going to start doing that now and not the other way”. So, just a little trial and error going on. It’s not direct feedback, they aren’t telling me what they think about my writing, but it is feedback that I can use.

Q: Absolutely, okay. And two more questions – would you say you’re a successful workplace writer, why or why not?

A: Yeah, I think I am. People usually understand what I’m talking about, and sometimes these can be pretty complex. Like if I ask you if you want to get your basement checked for radon, most people don’t even know what radon is. So I have explain that to them, and I explain the pros and cons of it, and why it’s important to do it, and et cetera, et cetera. And I go through it that way. Did I answer the question?

Q: You did, great. And then the last question: what skills would you say are the most central to writing in your very specific job?

A: What was that again?

Q: What skills would you say are the most important in writing in your job?

A: I think just phrasing, really. I’ve talked a lot about trying to write succinctly and straightforward, so a variety of people understand them and all of that, and that’s what I think about the most. When I’m writing I’m not really thinking about spelling, because I can generally spell all right and all that stuff, and I’m not necessarily thinking constantly about the goal in mind, it’s really just thinking a lot about the phrasing, how I write it so it’s clear. And I guess I learned that from school too, probably, but it wasn’t from a specific class, it was just from doing a lot of reading and studying. But really, these years of just communicating with people in a written form, that has made my writing better than anything.

Q: Alright, thank you!

Click here to read full transcript

Intelligence Analyst

Government & Military
Audio Player

Intelligence Analyst, Government

Date of Interview: November 4th, 2016

Transcript:

Q: Would you please state your job title, where you currently work, how long it’s been since you graduated from college?

A: I am an intelligence analyst – I work for the US government – and it’s been almost 10 years since I graduated college.

Q: Can you provide a very brief description of your primary job functions?

A: Well, my job is to write, actually, in an academic fashion. The type of writing I do is quite similar to the writing that I did in college, or how I wanted to write in college.

Q: What forms or types of writing, or kinds of documents do you most often complete?

A: Well, we write what are called, generally across US government agencies, “intelligence assessments”. It’s a short brief in which the writing style is journalistic in nature. We’re reporting a trend or stating a– it’s sort of a blend of journalistic and academic because what we’re expected to write is not just reporting a trend or something that we see, but also what we think about it, and what we think a policymaker needs to know about that. So that’s what we’re putting up in the first sentence, and then stating supporting evidence, conclusion. But, unlike say, a newspaper, we have to be very meticulous about sourcing and so I mean, that way it’s very much like college writing. I’m sorry, did I answer too many questions? Am I going to fast?

Q: Perfect.

A: Okay.

Q: How frequently are you required to write? And if you’d give like a rough estimate on average, what percentage of your job requires writing?

A: A hundred percent of my job requires writing. I’m expected to produce on a weekly basis.

Q: Can you describe briefly your writing process, including how assignments or tasks are given to you, what steps you have to take from start to the completion of a project?

A: Well, if you’re an intelligence professional, you’re given what’s called a “requirement”, which is a question: “why is such and such going on?” or “what does this mean?”. And you’re expected to come back with an answer. It’s done in the form of a written report, with your judgement, your supporting evidence, and your documentation, and your sources.

Q: Can you describe the primary audiences to which you write, and for what purposes?

A: Well, people like me across the government, our audience is always policymakers. Sometimes Congress – congressional leaders have access to intelligence. Our job is to write unbiased judgements, considering different sources, often conflicting sources of information, to give a judgement that we believe is unbiased that would help them make a policy decision.

Q: And you can be general here: what kind of things are at stake in your writing?

A: Well, I mean, a lot. US national security, that’s a very broad concept, but within that is a safety of US military, US assets overseas, safety of our assets and interests, economic forces –  what impact a certain economic trends are going to have on our country – that’s a big part of it.

Q: Two part question: does anyone oversee your writing and if so, a brief or general description of their title and their role within your organization.

A: Well, lots of people receive my writing, and it’s actually very academic in nature too, because often when I write, we actually have a peer review process which, from what little I know, is far more rigorous than an academic peer review process. Say, for example, putting into an academic journal you might have about three or four of your peers read and review, see if your work makes sense, if it’s logical. There have been some things that I’ve had to write that someone from almost every US agency that has some sort of national security role, someone’s had to look at it. I’ve had as many as 36 people [chuckle] put track changes in a document that I’ve written. I’ve also write other assessments that aren’t coordinated but it goes to a supervisor, another supervisor, a supervisor above; there’s at least three levels of review.

Q: Have you had any writing training or education since graduating from college?

A: Yes, in fact, if you do work in a intelligence job series in the US government you’re going to be constantly retrained. In fact, there are programs where you are trained by other agencies. I’ve been trained by some– there’s an interagency exchange program that the training components within each agency train analysts, give them writing. Also, there’s a lot of other analysis tradecraft classes that you take and how to make a judgement with matrixes. So that’s what every analyst has in addition to probably their basic training. I had a basic training that was eleven weeks of kind of like an academic bootcamp.

Q: What do you do to prepare to write, for example, research, interviewing, drafting?

A: Well I am an all-source analyst, so I do interviews, and just also search for, depending on the type of product I’m writing, it’s primary sources. In this field, depending on what we’re writing, we have what we call “raw intelligence” and “finished intelligence”. Raw intelligence would be an interview or just, say, a message, a cable from someone on the ground saying, “I see this and this happening”. There’s no judgement, there’s no why this is important, why not. So sometimes what we’re, well, we are asked to write a product or report based just on raw or I guess in the academic field, that would be just primary sources only. So there’s actually a very big– it’s very important to many policymakers that they’re getting a judgement that’s only raw information, as it’s called.

Q: You’ve mentioned that revision plays a large role? Can you talk a little bit about what your revision process looks like?

A: Very tedious [chuckles]. I guess I don’t really understand the question, or the revision–

Q: What kind of steps you have to take to revise a document, if you’re getting track changes and feedback from a lot of other people?

A: Yeah, the track changes tool is what we use. I guess I don’t really know how to–

Q: That’s fine. Just essentially, if there are specific steps you have to take to go from one draft to another. If you’re doing additional research, or seeking out new sources, maybe collaborating with others to improve the work to where the changes/comments have directed you.

A: All the time. Intelligence professionals in the US government– there actually are written standards that, it’s not mandatory that you adhere to them, but going through a peer review process, you’re going to have people who are really going to do the best they can to encourage you to adhere to them. A lot of them is that you can’t make a judgement without more than one source from intelligence disciplines, as they’re called. For example, human intelligence would be interviews, and that’s a type of raw reporting, and then another type of source would be from signals, and that’s also considered raw, that we’ve got this raw information coming from a signal. And there’s some people in the review process that will say, “you can’t make this judgement unless the signal is backed up by human, and vice versa”.

Q: How long typically do you have to complete a writing project?

A: It depends. I’m lucky, I’m given an awful lot of– because of my matter of expertise, people are happy that I produce anything. So I can pretty much take as much or little time as I want. But there are some people who, their work is– my work is actually driven on what I think, what I judge the learning curve or the knowledge gaps of policymakers are. There’s some people that, when a policymaker asks them a question, they’re expected to come back within a week with an answer. Those are analysts that have a lot of contact with very high-level policymakers, we’re talking Cabinet-level officials, and they’re going to get questions from them and they’re expected to get back in a week. Me, thank goodness, no [chuckles].

Q: So earlier you talked about different types of documents that you write. Were you familiar with these when you were a student, the kind of writing that you do now? If so, how did this affect your approach coming to them in workplace?

A: Should we talk about my grad school? I went to grad school, I studied intelligence at American Public University which is– should we undergrad or grad school I guess is what I’m asking? What would be helpful?

Q: Maybe you could speak to each.

A: Speak to each, okay. In undergrad, no. The grad school I went to is designed for government and military professionals to do distance learning. So I was learning the lingo there of the types of documents we produce: intelligence assessment, intelligence judgement, raw reporting, not raw reporting. That was the lingo that you were taught in my grad program. Grad school, I actually didn’t go to grad school to– I never thought I’d be working for the US government and as an intelligence professional. I was in undergrad to be teacher, so I had no exposure to this world. It was a total career change for me. But to any undergraduate students that, if you’re going to get something from this, the type of products that you’re producing as an undergrad are very similar to what policymakers are looking for. It’s short papers backed up by a lot of research. That’s what a lot of policymakers care about – the documentation.

Q: Are you able to identify any changes in your writing style between college and your time now writing in the workplace?

A: Between college and workplace – yes, actually. It would be pretty pertinent here in the DC area because I imagine that a lot of students in this area will be recruited by the US government. The biggest gear shift you need to take is– if you want to work in the intelligence field for the US government, it’s good to have good academic chops. The documentation is important, but there are writing styles that are different. The consumers of your reports are going to be looking for something that’s a little bit more journalistic. They want the bottom line up front. That’s something that you’ll hear a lot and that’ll be a common constructive criticism that you’ll receive. In academia, academic papers that you read, they want to take you on the journey with them through the paper and show how they came to this great conclusion, which is fine, and it can be very interesting if it’s well written, but that won’t fly with a policymaker who doesn’t have the time or doesn’t want to– they want to know the news. But it’s better– unlike the news, it’s analysis upfront, it’s not just reporting an event. What they want to see is this blend of an event, and why that event is significant in one sentence upfront, and then, if they care, they want to see how you documented it. They’re looking for people with strong liberal arts background, strong writers, but you do have to learn to do things the opposite way, if that’s helpful.

Q: What challenges did you face when entering the workplace as a writer? In what ways did you feel prepared or unprepared?

A: I’d say it was what I had described before, being able to write backwards, write the opposite way I did in school.

Q: Do you face any challenges now that you’re a more experienced workplace writer?

A: If you want to try and teach this in writing courses in universities, I actually would reach out to the Director of National Intelligence or even CIA because the analytic standards that we’re supposed to write to, they do publish those and they’re probably available. I’d say the biggest challenge in government is everyone’s interpretation of those standards, and it’s very controversial. I have people review my writing, they review my pieces based on “did you meet this standard?”, or separating analytic judgements from just data – that’s a very important thing. You have to show what you think, your judgment, and then show the data and show how you came to that. But these standards, there’s lots of debate and every time you write something. People will tell you, “you didn’t do this standard the way I understand it,” and so that can slow a lot of things down and that’s very challenging. So I recommend asking or just googling at the Director of National Intelligence the website, the analytic standards or something like, whatever they’re called now, you’ll find it, it’s interesting the way things are done. So you’ll get to see it.

Q: So thinking back to when you first started, are there any practical steps that you took to overcome any early writing challenges, for example, looking at documents that other writers had completed, or asking questions of more senior writers?

A: My brain was a little fuzzy when you asked that question [chuckles].
Q: Sure. Thinking back to when you first started in this position, were there any practical steps that you took to overcome any early writing challenges, for example, looking at documents that coworkers had written as examples, or asking questions of more senior writers?

A: Yeah, I went to stuff that was already written because it is– the US government is really trying to standardize the style that intelligence analysts use and so that’s honestly the best thing you can do is look for something that’s been written and well-received and try and emulate that format and that style because that’s what the US government is trying to do. Are they successful? I don’t know, but yeah.

Q: Would you consider yourself to be a successful workplace writer?

A: Yes.

Q: Can you elaborate on–

A: [Chuckles].

Q: –why that is? Or I guess maybe what it–

A: Well it–

Q: What it means to you to be successful in your career– ?

A: What I, it’s hard because I don’t– the one problem in the US government is you don’t receive much feedback from– the people who appreciate the information and the analysis are never going to give you feedback on your writing, and the people who are reviewing your writing, for example, the peer-reviewers across the agencies, especially when you have to do a review across more than one agency, they’re going to rip you apart more than necessary, which is– so I guess judged on my success, you’re going to get very little feedback– and of course, policymakers are, because what you’re writing is influencing their decisions, they’re not going to tell you what they think or what they’re thinking more than, “well that was, that’s important, that seems important, thank you, thank you for raising my awareness about that” – that’s really about all you’re going to get. I guess the fact that someone even [chuckles], in the US government someone actually is reading and commenting even a little bit, that is a major success, so.

Q: So with that level of feedback, is there anything in your writing that you use specifically to judge its success, or anything that your boss uses to judge the success of your writing? Any traits or markers in your writing that make you or your boss say, “this is a successful piece”?

A: This is actually something the government’s been trying to do better. They are trying to make intelligence reports more interactive. Most of these things aren’t public, but it is popular to have online feedback forums with each agency websites. You go to the reporting and the analysis on events and after you read an article there will be a feedback form that– and the first one is, like, “was the assessment that the analyst was making, was it clear?” and that is the best thing. In fact, today I actually was teaching a class on this to trainees and I actually did use a paper I wrote and I actually had a trainee say, “oh, this is really clear!”, and so that that, it was very good feedback. And that’s probably the best– if a policymaker felt like they understood what you wrote after reading the first paragraph or two and they said, “I understand this, this is good”, and then throw it in the shredder and go– I mean, that actually is good, that’s good feedback. It is, so, yeah.

Q: Last question, and maybe you can speak to this especially since you said you’ve been teaching: what skills, abilities, or traits in a writer do you think are most central to being successful in your specific– ?

A: To put a lot of effort into the research, that is the most important component. I actually wish that when people would look at my— as I’ve been saying, the difference between academic writing– academics, they try and take you on the journey. You see their literature review up front, and we have to do it the opposite way. I actually kind of wish that people would look at all the stuff, all the sources we looked at. So that’s actually the most important trait to have, to be really curious and keep diving and just pursue every lead you have. That really is the most important thing in writing to me is the research that you’re willing to do. We use the process that is taught in universities; you come up with your hypothesis, and prove it with the research, and so it’s that effort that you’re willing to put into the research is the most important thing to me. So, yeah.

Click here to read full transcript

Certified Public Accountant

Business
Audio Player

Certified Public Accountant, Currently freelance

Date of Interview: November 4th, 2016

Transcript:

Q: Would you please state your job title, where you currently work, and how long it’s been since you’ve graduated from college?

A: I’m a CPA and where I was working I was a manager. I graduated from college in 2007, but technically I finished classes December of 2006. And what else, what was the other thing?

Q: Can you provide a very brief description of your primary job functions?

A: There are many. Let’s see. So as CPA– so I would prepare, I would review tax returns, train staff on that, and client interaction – emails and phonecalls – on a daily basis for whatever questions or issues that come up with their business. With staff, would be as I mentioned training, but also any other HR issues and pay rate, you know, salary, evaluations. I meet with them once a week. Clients, on a daily basis, and then some of the issues that might come up would be tax notices, and so forth.

Q: What forms or types of writing or kinds of documents do you most often complete?

A: Types of writing – many, mostly kind of casual emails between with clients or staff on status of projects. Also, as I mentioned, IRS notices. So, writing responses to IRS or whatever other taxing authority might have had a question. Sometimes it’s just a notice and sometimes it’s a full-on audit, where you have an agent coming out to go through some documents. What other forms of writing..not sure [chuckles]. Oh, I guess with the stuff– so that’s with my employment, and then where I volunteer with the Virginia Society of CPAs and the Northern Chapter, I’ve been tapped to write a couple of pieces for them. Mostly writing informational pieces on a certain issue in the field.  Research and development credits would be one. That might be another thing, is presentations – but I don’t know if that’s so much writing. And then writing articles on those topics. And then a couple times it’s like a more personal piece on “why you’re a CPA” – that sort of topic.

Q: How frequently are you required to write, and if you’d give an approximate estimation on average, per week, what percentage of your job would be writing-involved?

A: You mean, would you count like, emails?

Q: Sure.

A: Okay, sixty percent.

Q: And that’s on a weekly basis? How frequently during the week?

A: Daily.

Q: Daily. Could you describe your writing process, including how like assignments or tasks are given to you, what steps you have to take from the start of a project to its completion?

A: It depends very much on the project. I’d say if it’s just a new client coming in, it’s a sit-down meeting with them. Where writing comes in, you know, I’d take notes on what they’re– about them and their history and what issues they have, and take a look at their, you know, prior tax returns, prior financial statements, look at their history and then talk about what needs to happen in the future. Many times, some sort of research project will come out of that. So we will look into that; either me personally or staff person will look into it. I’ll have them take the first stab at it, and then I’ll sort of clean it up and give to them our conclusions to the client our conclusions. And then from there we can make decisions on how to handle whatever the issue is. If it’s just preparing a tax return, then it’s pretty straight forward. If it’s like a tax audit or something, then we start gathering documents and creating our deliverable.

Q: Could you describe the primary audience or audiences to which you are normally writing and for what purpose?

A: When I talk about like sixty percent of my time is a lot of emails, and those are with clients. So those are generally owner-managed businesses, so either directly to the owner who is managing it, or perhaps a CFO or controller who is taking point on the financial matters. So that would be the primary audience. When it’s something a little more involved with like an IRS notice, then the audience would be that taxing authority or perhaps directly to an agent. Where I’m writing articles, that is either geared towards CPAs and teaching them more about that issue and that would be the audience, or else it might an article where the audience is maybe prospective clients or other owner-managed businesses in like a certain field.

Q: Can you talk a bit about, like, what’s at stake in the writing that you do?

A: My relationship with my clients and their trust in me. Being able to communicate clearly is kind of– I mean, anybody can prepare a tax return – like literally, you don’t have to be a CPA to do that – but you need to have a good foundation relationship. We don’t just prepare tax returns, there’s more to it than that. But if a client is just thinking about it from a compliance point of view like, “I just have got to get this form completed”, then I’m not doing my job in conveying the value that we can provide.

Q: Other than clients, is there anyone that oversees the writing that you do? If yes, could you provide just brief description of their title and their role in your organization?

A: CPA firms are usually organized as partnerships, and so the [? 7:27.3] partners them. So the partner would be whoever– so every client is sort of assigned to a partner, like the partner is responsible for that relationship, and like, officially within the firm. And then they delegate me to handle the issue. So my role is– basically I’m the primary point of contact, and working with the staff to make sure the work gets done, and then review it and make sure it’s done correctly. And then any questions that come up, that goes back to the partner to decide on how to handle that, how to communicate that to the client if it’s sensitive. And so most of my career, any letters that went to IRS or taxing authority would go through one of the partners first. But as a manager, that doesn’t really need to happen. So it’s mostly just communication on how to handle an issue. But yeah, for much of my career, I write all these letters and the partner would like, red-line it and make it to his tone of voice, or her tone of voice, or whomever was looking at it.

Q: Have you had any writing training or education since graduating from college?

A: Not directly. I’ve taken a couple of leadership courses/seminars. But I don’t think writing was directly– communication was a topic for sure, but I think those mostly focus on verbal.

Q: What do you do to prepare to write, for example, research, interviewing, or pre-drafting?

A: I mean, I’ll research it if there’s something that needs to be researched. But usually if it’s just a notice response or something like that, it’s kind of standard and it’s very contingent on the circumstances that the client was under. So I’d interview the client, what are the circumstances, and then you, as my bosses write: write the saddest story that the truth will allow. You know, so that’s one way to think about it.

Q: Can you elaborate on that a little bit [laughter]. That’s fascinating, can you elaborate a little bit about that?

A: If you’re requesting like an abatement of a penalty or something, then you know, the saddest story the truth will allow. I mean it’s, you know, “my dog died, my wife got sick, my car broke down, and I ran out of”– you know, it’s just whatever the circumstances are, you write it in a way that’s like, “it was so sad and it was so awful and they couldn’t possibly have filed that day. But look! They did it two days later and it will never happen again and they have reached out to a professional to ensure it will never happen again and we’re on top of it” – and that’s sort of how you write these things.

Q: So it sounds like there is some persuasion there.

A: Yeah.

Q: Outside of email as a form of writing, does revision ever occur in your writing and, if so, what kind of process do you go through to revise?

A: I try to be paperless, but I usually catch these things after I print it out and just read it cold, basically, if it’s important. Even with email too sometimes, if it’s sensitive at all. And I’ll just set it aside and come back to it and try to re-read it, as if, from their perspective.

Q: How long do you typically have to complete a writing project?

A: Like an hour [chuckles]. Maybe. By the end of the day.

Q: Earlier you asked about types of documents that you write. Were you familiar these genres when you were a student? And if so, how did this affect your approach to them coming into the workplace?

A: Which genres?

Q: The email, or informational writing, persuasive writing, even things like the things you write to the IRS, those sorts of documents.

A: Was I aware of them when I was in school?

Q: At least in the style in which you engage with them now.

A: Not really, no. I guess it’d be mostly like English classes, mostly like kind of reading comprehension, and “did you understand that?”, and then you sort of regurgitate it with a slant. And then history would be just kind of facts and writing it out. I’ll say that probably the most valuable class I had – and since I saw this notice I’ve been trying to remember and I just can’t remember – but I had a professor at Mary Washington who did– it was a business class on business writing, which I think was probably the most valuable in my career, about, you know, don’t– basically don’t use filler words and be as concise as possible, and just kind of the opposite of you know, “minimum of seven pages!”, for these other types of classes. So that was probably the most valuable in terms of business writing that I can see all of my staff need something like that. But, persuasive writing, I don’t think– no, we didn’t have to do any of that. IRS notices never occurred to me [chuckles] to write about that. Email I certainly was aware of.

Q: Are you able to identify any change in your writing style between college and your current time writing in the workplace, and if so, to what would you attribute this shift?

A: Certainly I’ve had more practice at being concise and trying to get to the point quickly, even if it’s a client or you know, IRS agent or something. You have to state your point right away, or else they’re not going to be engaged. It’s not so much with the rules and English – you know, it’s like an introductory, a body, and your conclusion – you kind of lead with your conclusion. It’s like, “I’m writing in response to this, and we believe that this isn’t correct”. And then you state all of your reasons, and then yes, you have a conclusion, but you kind of have to get to the point right away, there’s no introduction really. Much less.

Q: What challenges did you face when entering the workplace as a writer? In what ways did you feel prepared or unprepared to write in the workplace? How does that compare to the challenges that you face now?

A: In what ways did I feel unprepared– I mean that one class helped a lot with preparing and sort of having an idea of, okay, I’m going to try to be really concise here. But having practice in really doing it in practical ways – I did not feel prepared for that. So, basically the way I was trained is I would, you know, take a stab at it, write it up, and then they would, it would just get marked up and completely changed. What I found most interesting is these, even in emails or letters, is it’s very tonal. Like I think in school it was like, try to be as, I don’t know, third person and detached, almost. And in the writing that I do, it’s more personal. When I’m writing a letter for this person’s client, I have to lead off with “Ladies and gentleman!”, and I have to have a certain tone. And when I’m writing for this person, it’s “Dear sir or madam”, and it’s a totally, it’s a different tone. So it’s, people are very particular.

Q: How would you say that you learned to navigate the differences in those kinds of tones?

A: Practice, I don’t know. Just trying it over and over again until it got the point where he’d always be happy with the letters I write, to the point where he’s like “I don’t want to see them anymore, you sign it”. And so I was like, okay now I can do it, and then I could actually start writing them in my tone [chuckles]. So not as much of a “Ladies and gentleman!” sort of author. But it’s been interesting. Yeah, that’s kind of just helped me to develop, just like being exposed to the different [? 17:09.9] people have.

Q: What practical steps did you take in the office to overcome any early writing challenges, for example, looking at documents performed by other writers or asking questions of more senior writers?

A: Yeah, I mean I might go online and just Google how to format something, or read a couple of samples. Or I’d go back in the work file and figure out how we had responded to something for some clients in the past. Fortunately everything was sort of paperless, so you could do a search, IRS letter or something, and try to just find other examples that he’d written before, or whomever had written. Can you say the question again? I feel like there was another piece to it.

Q: Any practical steps taken in the office to overcome early writing challenges?

A: Yeah, pretty much that looking at history and mostly just trying it and it being just totally rewritten every time, the first couple years.

Q: Would you consider yourself to be a successful workplace writer?

A: Maybe average [chuckles].

Q: On what criteria are you making that judgement?

A: People usually understand what I’m trying to say. Not always [chuckles].

Q: How do you, or how does your boss, judge the success or quality of your writing that you do?

A: I guess if it’s like an appeal, and whether it’s successful or not. So those tend to get rewritten a lot more often and I’ll go through a lot of versions of that; usually pretty good success with that. Where I say I’m like average is usually with email correspondence, where if you’re writing it quickly, and then– email is so difficult because you can’t hear the tone, and so you’re trying to respond quickly, but sometimes the message isn’t always completely received, or if I could’ve written it in a different tone, it would go better. So that’s, those are unsuccessful communications where you didn’t, maybe didn’t fully explain it or assume they remember that email from two days ago that we already talked about this and just explaining further. But, by and large, it’s successful. The message gets across and I keep my clients.

Q: Last question. What skills do you think are most central to writing in your specific workplace and function?

A: I don’t know what you mean by that [chuckles]. Skills, like English, I mean, vocabulary? What do you mean?

Q: What traits that you think you have as a writer – or successful writers in your workplace – what do you find to be common? Any common traits or skillsets in writing that you think lead to success in writing in accounting?

A: Being able to get to the point quickly, and being concise. Keeping people’s attention and I’d say being really clear and keeping your tone neutral or positive. Like I have a partner in the firm who will get in trouble all the time for writing those nasty emails, and she didn’t really change what she typed, but she started just inserting smiley faces [laughter]. So, “this is my tone when I am writing to you in this manner, you know, I’m writing”, but you know, but it doesn’t read like that, but you throw in a smiley face. So I think that’s just crucial, is being able to keep it neutral or positive when you don’t intend to offend somebody but you, sometimes you do accidentally. Or knowing when not to put it in writing and when to have a conversation.

Click here to read full transcript
Tags: