BUSINESS DOCUMENT DECISIONS
As a manager in a busy office, you have a calendar full of goals and tasks to be completed this week.
You must decide which form of office communication and business document is most appropriate and
efficient for the following tasks.
The documents you may choose from are:
Agenda Minutes Letter
Email Research report Memo
Document Activity
1. Inform staff about an upcoming meeting
2. Summarize the discussion of the meeting
3. Prepare a list of topics to be covered in the
upcoming meeting
4. Prepare a detailed summary of current market
trends
5. Invite the major sponsor of your signature product
to a luncheon in their honor
6. Notify staff of a change in email policy
DOCUMENT FORMATTING REVIEW
Match the term with its definition
1. To apply a specific font to the body of an entire document a. Borders
A font applied to a title of a document if the report is keyed
2. in Times New Roman b. Dot leader
Endnotes/
3. Applied to a quote of 4 or more lines in a report c. footnotes
To add vertical or horizontal lines around the edges of a
4. paragraph d. First line indent
Format applied to references on the works cited page of a
5. report e. Footer
6. Format applied to a footnote f. Hanging indent
Used to add reference and commentary sparingly and only
7. if necessary in an MLA report g. Header
Type of tab commonly used between the section title and
8. page number in a table of contents h. Indent
9. The first few words of a paragraph, keyed in bold i. Margins
Paragraph
10. Used to arrange text in columns and rows j. heading
11. The amount of white space on a page k. Arial
Running information in the top margin of a document, such
12. as the document title and the date l. Cambria
Running information in the bottom margin of a document,
13. such as the page number m. Style
n. Tab
o. Table
BUSINESS DOCUMENT COMPONENTS
Directions: Classify each component listed below according to the document in which it
belongs. Documents will be used more than once and components may be classified by more
than one document. The first one has been done for you as an example.
Agenda (Ag) Minutes (Min) Report (Rpt)
Business Letter (BL) Personal Business Letter (PBL) Résumé (Res)
Memo (Mem) Table of Contents (ToC)
Component Component
Res Topics and subtopics included in a
Activities and Interests
document
Call to Order Old Business
Complimentary Close Parenthetical citations
References of colleagues and
Copy notation
employers
Education (history) Return Address
Employment (history) Salutation
Endnotes/footnotes Subject Line
Headings TO, FROM, DATE, Time, topics, and location of a
SUBJECT meeting
Inside Address Title page
Message Unfinished Business
New Business Works cited
Objective Writer’s signature block