课堂笔记整理

An Investment Report

商务写作原则writing principles

Effective有效、Clear明了、Correct精确、Concise简洁

格式：

Report on……（题目）

Introduction

Findings

Conclusion

Recommendation

例：固定格式

1、Title题目

Report on stocks and bonds as an investment for senior people.

2、Introduction

The purpose of this report is to……

The report is aim to……

3、Findings

Stocks have……Bonds have……

4、Conclusion

Bonds have less risks and investors can obtain a fixed rate of returns.

5、Recommendation

It is recommended that……

例文：

1、

Findings:

Stocks have much potential to increase in value in a short time and investors can obtain higher profit margin. However, stocks have higher risk and investors may lose money in stocks. Stocks provide an unstable investment and are more subject to market fluctuation.

Bonds carry less risks and provide a stable investment. They are safer and more secure compared with stocks. On the other hand, bonds offer a relatively low yield and they offer a fixed rate of returns.

Recommendation:

It is recommended that the senior people should choose bonds as part of a balanced portfolio.

Stocks:

Unstable higher risks

Higher profit margin

Market

Lose money

Increase rapidly

Bonds:

Less risk

Low yield

Stable

A fixed rate of returns

Safe and secure

2、

Report on Globelink and FTD for international freight

Introduction:

The purpose of this report is to compare and analyze Globelink and FTD and find one for a possible shipping agent.

Findings:

Globelink has 25 years’ experience in sea freight worldwide (and has worldwide destinations). (He also has air freight). Air freight is also available. It can be used for urgent orders. Furthermore, Globelink can offer all the documentations and complete all custom forms.

FTD has major ports mainly in Europe. It can offer refrigerated shipping and containers (are available). There is no minimum order/quantity limit. The charge are a bit higher than those of Globelink.

Conclusion:

Globelink can save us work on documentations and cost less.

Recommendation:

It is remmended that we should choose Globelink as our possible shipping agent.

Writing principles

1、effective

2、clear: direct; eliminate any possibility of misunderstanding; avoid ambiguity; unity and

coherence; one idea; logical thinking; semantic focus;

3、Correct: relative clause, accurate sentence structure, appropriate words.

4、Concise: to the point and every word is necessary; inelegant words or facts; redundancies;

simple business words; simplified sentence structure.

例句：

Please filled and return the enclosed for your order to be processed.

改成：

Please fill and return the enclosed form.

HR: human resources

CPI: consumer price index 消费者价格指数

Interest rate 2.25% fixed

RCVD: received

ASAP: as soon as possible

U: you

L/C :信用证

Bid:投标书

1、How do you know strategy?

Strategy: direction and scope of 战略

2、How to make a strategy?Matrix 矩阵

SWOT: (business swot and personal swot)

S—strengths

W—weaknesses S and W are internal factors. O—opportunity

T—threats O and T are external factors.

T ypes of companies

1、a sole trader

(sole proprietorship) owned by a single individual.

Entitled to all of the profit and entitled to all liabilities.

2、Partnership

Two shares the profits and liabilities. Lawyer, accounting, clinic. 3、co.ltd 有限责任公司

It is a company with shareholder whose liability is limited by shares.

BPR: business process reengineering 业务再造流程

例子：Mess top500 Ford Nissan---bluebird

How to find a customer?

Canton Import & Export Fair

1、Fairs

Canton fair

Dubai fair

Frankfurt fair

Moscow/Mumbai fair booth摊位---important

2、B2B websites

https://www.360docs.net/doc/3e16030186.html,

https://www.360docs.net/doc/3e16030186.html,

https://www.360docs.net/doc/3e16030186.html,

three biggest websites in China.

3、Google----find customers

Google is powerful.

4、Newspaper, magazines……

5、Embassy 大使馆

6、Y ellow pages黄页

How to write the first letter? 开发信

First letter--- write a letter to establish biz relationship with your potential customers.

1、Salutation称呼Dear Sir/Madam,

2、Sources of information信息来源

3、Introduce your company

4、Introduce your products/scope of your products.

5、Closing/complimentary closing.

开发信常用语：

1、specialize in

2、we are an exporter in

3、we are one of the largest exporter in

4、we are engaged in

5、a dealer in

6、import and export of

7、we are a leading manufacturer in

8、all kinds of-------a large range of/a large variety of

first letter开发信---enquiry询盘---offer报盘---counter offer还盘---acceptance

price in enquiry:

FOB---free on board离岸价

CIF---cost insurance freight到岸价

CFR—暂不知道

T erms of payment in enquiry:

一般是30%TT+70%L/C 70%L/C付完才可以拿到B/L提单（3个正本）L/C信用证

TT汇款

D/A

d/P

o/A

Manufacturing terms生产周期in enquiry.

格式注意事项：

靠左顶格写，两端之间空一行，最后的问候和署名中空一行。

常用询问句型：

1、would/could you please tell me

2、I would appreciate+ ving

3、I would be appreciative if you could

4、I would be grateful if you could

5、Pls let me know

Offer报盘：firm offer 实盘non-firm offer虚盘

老师讲的是虚盘。

具体内容是：

1、salutation

2、thank

3、tables/charts

4、closing

例子：

Dear Ms. Rosemary Brown,

Thank you for your enquiry of 30 Sep. and we are pleased to offer/send you our quotation for the goods you required as follows:

Description of goods:

Nos specification QTY UP amount

型号Size/color/weight 数量单价总价

All the prices are FOB shanghai and the packing is subject to your option. The prices are valid until the end of month.

We are looking forward to your placing orders.

A letter of declining 委婉拒绝信

1、open—list the fact

2、state your refusal

3、explain your refusal

4、constructive suggestion or alternative plan

5、closing

例子：

Dear Ms. Rosemary Brown,

Thank you for inviting me to attend a biz seminar on 9 Dec.

Unfortunately, I am afraid that I cannot attend this seminar because I will go to Dubai to visit some valued customers from 7 Dec to 10 Dec. or Unfortunately, I will go to Dubai to visit some valued customers from 7 Dec to 10 Dec. I am afraid that I cannot attend this seminar.

I will attend other seminars held in the future.……

Thank you once again for you invitation.

360 degree feedback 360度绩效考核

1．Traditional performance appraisal manager----you

2．Upward feedback 自上而下的考核you----manager

360度绩效考核

Supervisors peers subordinates self-assessment external sources(customer、supplier、shareholder) 它只是a development tool and a performance appraisal tool.

A letter of declining

例1：

Dear Ms. Rosemary Brown,

Thanks for your application letter and CV and your interest in our company. /Y our application and CV are well received on 22nd Nov.

It is clear that you are motivated individual with a lot of skills. Unfortunately, after reviewing your work experience, we can conclude that we don’t have a suitable position available. (I’m afraid that we don’t have a suitable position available.)

However, we will keep your CV on file for at least 2 years. If there is a vacancy, I will contact you ASAP.

例2：lead time生产周期120days----90days

Dear Ms. Rosemary Brown,

Thanks for your e-mail of 22nd Nov requesting a change in lead time by 30 days.

When I check/examine our production schedule and I found we are filled committed. I am afraid of that we cannot meet your request. (we cannot bring forward our lead time by 3 months)

Anyway, we will try our best to advance delivery time as possible.

Sincerely yours,

Name

Memo -----internal communication 内部交流备忘录

格式

Memo

T o: all staff

From:

Date:

Subject: 不允许超过5个key words

内容顶格写不超过5个句子

例：

商务背景：I am training manager, a large order from US, 开设英语培训班。

内容：Why, who, when and where.

Memo

To: All Staff

From: Training Manager

Date: 23rd Dec

Subject: an English training course

We will organize an English training course because we received a large order from US. Those who deal with orders should attend this course and it will start in conference room at 4 p.m. on 1st Dec.

例：

商务背景：U, marketing department, a staff, have a meeting to discuss cuts to budget.

1.Date

2.why cuts have to be made.

3. Why important for every staff to attend.

Memo

To: All Staff

From: Marketing Department Manager

Date: 30 Nov.

Subject: A Meeting on Budget

We will organize a meeting on cutting to our department’s budget on 1st Dec. we have to cut our budget due to economic crisis. Every staff should attend because we will decide which budget should be cut.

作业讲解：

Dear Ms. Rosemary Brown,

Thanks for your fax dated 29 Nov., requesting a price reduction for TC1234 machine.

We have already cut down our prices to cost level and there is no room for reduction. I am afraid that we cannot meet your requests.

However, I can recommend another modle TC5678 to you at this price if you like. While the quality of TC5678 is lower than that of TC1234.

I look forward to you reply.

Sincerely yours,

Name

CV/resume 简历

A letter of application求职信

Resume

Objections求职目标照片

Personal information 个人信息（personal data）

Name Height

Degree Diploma

Cell phone

Add

W ork experience

Time, job/responsibilities,职位,工作内容, achievements,证明人, 为什么离开. Education

Certifications and Honors 证书和奖励

Extracurricular Activities校外活动

V olunteer or 支教

Hobbies团队