home
***
CD-ROM
|
disk
|
FTP
|
other
***
search
/
Microsoft Bookshelf CD-ROM Reference Library
/
BOOKSHELF.ISO
/
book
/
forms.db
< prev
next >
Wrap
Text File
|
1987-08-31
|
186KB
|
5,625 lines
%@AB@% Bookshelf Forms and Letters %@AE@%
%@AB@% %@1@%Business Forms %@EH@% %@AE@%
%@AB@% %@2@%Finance/Accounting %@EH@% %@AE@%
%@AB@%%@3@%Balance sheet%@EH@% %@KW:balance@%
Date Compiled___/___/___Compiled by:_______________________
=====================================================================
ASSETS
Present Year Prior Year
Current Assets
Cash (in hand, in banks) ____________ ____________
Marketable securities ____________ ____________
Accounts receivable (less bad debts) ____________ ____________
Inventories ____________ ____________
Prepayments ____________ ____________
Investments (at cost) ____________ ____________
Total current assets:
======================================================================
Fixed Assets
Land ____________ ____________
Buildings ____________ ____________
Machinery ____________ ____________
Office equipment ____________ ____________
Subtotal ____________ ____________
Less depreciation ____________ ____________
Net fixed assets:
======================================================================
Other assets and deferred charges:
======================================================================
Intangibles (goodwill, patents, etc.):
======================================================================
Total assets:
======================================================================
LIABILITIES
Current Liabilities
Accounts payable ____________ ____________
Notes payable (due within one year) ____________ ____________
Accrued expenses payable ____________ ____________
Taxes payable ____________ ____________
Total current liabilities:
======================================================================
Long-term Liabilities
Interest (notes payable after one year) ____________ ____________
Total liabilities:
======================================================================
STOCKHOLDERS' EQUITY
Preferred stock ____________ ____________
Common stock ____________ ____________
Accumulated retained earnings ____________ ____________
Total stockholders' equity:
======================================================================
Total liabilities and stockholders equity:
======================================================================
%@AE@%
%@AB@%%@3@%Income statement%@EH@%%@KW:income@%
Date Compiled___/___/___ Compiled by:__________________
======================================================================
Present Year Prior Year
Revenues:
Net sales (operating revenues,less
discounts) ____________ ____________
Other income ____________ ____________
Total revenue:
======================================================================
Cost of Sales:
Inventory ____________ ____________
Royalties ____________ ____________
Total cost of sales:
======================================================================
Gross margin on sales:
======================================================================
Operating Expenses:
Selling expense (adv., payroll, etc.) ____________ ____________
General administration ____________ ____________
Total operating expenses:
======================================================================
Operating income:
======================================================================
Other Expenses:
Interest expense ____________ ____________
Net income before taxes:
======================================================================
Income taxes:
======================================================================
Net profit:
======================================================================
%@AE@%
%@AB@%%@3@%Cash budget%@EH@%%@KW:cash@%
MONTH
Budget Actual
Expected Cash Receipts
1. Cash sales _____.__ _____.__
2. Accounts receivable _____.__ _____.__
3. Other cash income _____.__ _____.__
4. TOTAL: _____.__ _____.__
Expected Cash Payments
5. Inventory _____.__ _____.__
6. Payroll _____.__ _____.__
7. Maintenance, expenses _____.__ _____.__
8. Advertising, promotion _____.__ _____.__
9. Selling expenses _____.__ _____.__
10. Administrative expenses _____.__ _____.__
11. New equipment _____.__ _____.__
12. Other payments _____.__ _____.__
13. TOTAL: _____.__ _____.__
14. Expected cash balance
at beginning of month _____.__ _____.__
15. Cash increase/decrease
(Item 4, less item 13) _____.__ _____.__
16. Expected cash balance
at end of month
(Item 14 plus item 15) _____.__ _____.__
17. Working cash balance
needed _____.__ _____.__
18. Short-term loan needed
(Item 17 less item 16,
if item 17 is larger) _____.__ _____.__
19. Cash available for capital
expenditures and short-
term investments (Item
16 less item 17, if item
16 is larger) _____.__ _____.__
Capital Cash
20. Cash available (Item 19) _____.__ _____.__
21. Desired capital cash (Item
11, new equipment) _____.__ _____.__
22. Long-term loan needed
(Item 21 less item 20,
if 21 is larger) _____.__ _____.__
%@AE@%
%@AB@%%@3@%Petty cash record%@EH@%%@KW:petty@%
DATE PAID TO FOR DEPT. APPROVED BY BALANCE
================================================================
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
| | | | | | |
|______|____________|___________|_____|_____________|_______.__|
%@AE@%
%@AB@% %@2@%Personnel/Payroll%@EH@% %@AE@%
%@AB@%%@3@%Vacation schedule%@EH@%%@KW:vacation@%
YEAR:______________________
MONTH | WEEK ONE | WEEK TWO | WEEK THREE | WEEK FOUR | WEEK FIVE |
====================================================================
| | | | | |
| | | | | |
JAN.___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
FEB.___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
MARCH__|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
APRIL__|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
MAY____|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
JUNE___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
JULY___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
AUGUST_|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
SEPT.__|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
OCT.___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
NOV.___|___________|__________|____________|___________|___________|
| | | | | |
| | | | | |
DEC.___|___________|__________|____________|___________|___________|
%@AE@%
%@AB@%%@3@%Overtime report%@EH@%%@KW:overtime@%
Department:__________________________ Week:_________________
============================================================
| EMPLOYEE |TOTAL OVERTIME| OK'D BY | TOTAL PAID |
|-------------------|--------------|---------|-------------|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
| | | | |
|___________________|______________|_________|_____________|
%@AE@%
%@AB@%%@3@%Employee evaluation%@EH@%%@KW:evaluate@%
Date:_________________________ Evaluated by:____________________
=================================================================
Employee:________________________________________________________
Department:______________________________________________________
Job Title:_______________________________________________________
=================================================================
| |Excellent| Good | Satisf. | Fair | Poor |
|--------------|---------|--------|---------|---------|---------|
| | | | | | |
| ATTITUDE |_________|________|_________|_________|_________|
| | | | | | |
| WORK QUALITY |_________|________|_________|_________|_________|
| | | | | | |
| WORK QUANTITY|_________|________|_________|_________|_________|
| | | | | | |
| ATTENDANCE |_________|________|_________|_________|_________|
| | | | | | |
| SKILLS |_________|________|_________|_________|_________|
| | | | | | |
| ORGANIZATION |_________|________|_________|_________|_________|
| | | | | | |
| MOTIVATION |_________|________|_________|_________|_________|
| | | | | | |
| OTHER: |_________|________|_________|_________|_________|
| | | | | | |
| |_________|________|_________|_________|_________|
| | | | | | |
|______________|_________|________|_________|_________|_________|
| COMMENTS: |
|_______________________________________________________________|
| |
|_______________________________________________________________|
| |
|_______________________________________________________________|
| |
|_______________________________________________________________|
| |
|_______________________________________________________________|
| |
|_______________________________________________________________|
=================================================================
Employee's Signature______________________________Date:__________
Supervisor's Signature____________________________Date:__________
%@AE@%
%@AB@%%@3@%Weekly time sheet%@EH@%%@KW:weekly@%
Dates:_________to__________
======================================================================
| EMPLOYEE | MON | TUE | WED | THU | FRI | SAT | SUN |TOTAL HOURS|
|--------------|-----|-----|-----|-----|-----|-----|-----|-----------|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
| | | | | | | | | | | | | | | | |
|______________|__|__|__|__|__|__|__|__|__|__|__|__|__|__|___________|
%@AE@%
%@AB@% %@2@%Planning%@EH@% %@AE@%
%@AB@%%@3@%Daily planner%@EH@%%@KW:daily@%
Date:_______________________
============================================================
Appointments: Call:
6:00_________________________ __________________________
:30_________________________ __________________________
7:00_________________________ __________________________
:30_________________________ __________________________
8:00_________________________ __________________________
:30_________________________ __________________________
9:00_________________________
:30_________________________ Do:
10:00_________________________
:30_________________________ __________________________
11:00_________________________ __________________________
:30_________________________ __________________________
Noon_________________________ __________________________
12:30_________________________ __________________________
1:00_________________________ __________________________
:30_________________________
2:00_________________________ Due today:
:30_________________________
3:00_________________________ __________________________
:30_________________________ __________________________
4:00_________________________ __________________________
:30_________________________ __________________________
5:00_________________________
:30_________________________ Notes:
6:00_________________________
:30_________________________ __________________________
7:00_________________________ __________________________
:30_________________________ __________________________
8:00_________________________ __________________________
:30_________________________ __________________________
9:00_________________________ __________________________
:30_________________________ __________________________
Mileage:
Account:_______ Start:_______ End:_______ Total Miles:______
Account:_______ Start:_______ End:_______ Total Miles:______
Account:_______ Start:_______ End:_______ Total Miles:______
Account:_______ Start:_______ End:_______ Total Miles:______
%@AE@%
%@AB@%%@3@%Weekly planner%@EH@%%@KW:week@%
============================================================
MONDAY/Date:________________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
TUESDAY/Date:_______________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
WEDNESDAY/Date:_____________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
THURSDAY/Date:______________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
FRIDAY/Date:________________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
SATURDAY/Date:______________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
SUNDAY/Date:________________________________________________
Appointments: To Do:
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
____ ___________________________ __________________________
============================================================
%@AE@%
%@AB@%%@3@%Monthly planner%@EH@%%@KW:monthly@%
MONTH:__________________ YEAR: 19__
___________________________________________________________________________
| SUNDAY | MONDAY | TUESDAY | WEDNESDAY| THURSDAY | FRIDAY | SATURDAY|
|---------|----------|----------|----------|----------|----------|---------|
| | | | | | | | | | | | | | |
|___| |___| |___| |___| |___| |___| |___| |
| | | | | | | |
| | | | | | | |
| | | | | | | |
|_________|__________|__________|__________|__________|__________|_________|
| | | | | | | | | | | | | | |
|___| |___| |___| |___| |___| |___| |___| |
| | | | | | | |
| | | | | | | |
| | | | | | | |
|_________|__________|__________|__________|__________|__________|_________|
| | | | | | | | | | | | | | |
|___| |___| |___| |___| |___| |___| |___| |
| | | | | | | |
| | | | | | | |
| | | | | | | |
|_________|__________| _________|__________|__________|__________|_________|
| | | | | | | | | | | | | | |
|___| |___| |___| |___| |___| |___| |___| |
| | | | | | | |
| | | | | | | |
| | | | | | | |
|_________|__________| _________|__________|__________|__________|_________|
| | | | | | | | | | | | | | |
|___| |___| |___| |___| |___| |___| |___| |
| | | | | | | |
| | | | | | | |
| | | | | | | |
|_________|__________| _________|__________|__________|__________|_________|
Notes:____________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________
%@AE@%
%@AB@% %@2@%Purchasing%@EH@% %@AE@%
%@AB@%%@3@%Purchase order%@EH@%%@KW:purchase@%
P.O. #:______________
Date:______________
Delivery by:______________
Job #:______________
======================================================================
TO: BILL TO:
Shipping and Packing Instructions: Terms:
======================================================================
This P.O. confirms your #___________ estimate with the listed charges.
======================================================================
| QUANTITY | ITEM # | DESCRIPTION | UNIT COST | TOTAL |
|-----------|----------|------------------------|-----------|--------|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
|___________|__________|________________________|___________|________|
ANY CHANGES IN THIS PURCHASE ORDER MUST BE IN WRITING
Any such failure that results in documentable third party costs will
be deducted from the vendor's invoice.
Failure on part of vendor to meet terms and delivery dates will void
this purchase order unless such changes are authorized in a revised
purchase order.
%@AE@%
%@AB@% %@2@%Sales/Billing%@EH@% %@AE@%
%@AB@%%@3@%Sales receipt%@EH@%%@KW:receipt@%
COMPANY NAME
STREET ADDRESS
CITY, STATE, ZIP
PHONE
SOLD TO:
_________________________________
| REFER TO INVOICE # |
| IN ALL CORRESPONDENCE. |
=================================
SHIP TO: | INVOICE # | DATE | PAGE NO. |
|-----------|--------|----------|
|___________|__/__/__|__________|
======================================================================
|Shipping Instructions| Terms |Account No. |Order Date |Date Shipped|
| | | | | |
| | | | | |
======================================================================
| ITEM | QUAN. |NS| PRICE | DISC.% | AMOUNT |
|---------------------|--------|--|---------|-----------|------------|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
Received by:_________________________________ Date:___________________
Signature
Condition:____________________________________________________________
%@AE@%
%@AB@%%@3@%Invoice%@EH@%%@KW:invoice@%
COMPANY NAME
STREET ADDRESS
CITY, STATE, ZIP
PHONE
SOLD TO:
_________________________________
| REFER TO INVOICE # |
| IN ALL CORRESPONDENCE. |
=================================
SHIP TO: | INVOICE # | DATE | PAGE NO. |
|-----------|--------|----------|
|___________|__/__/__|__________|
======================================================================
|Shipping Instructions| Terms |Account No. |Order Date |Date Shipped|
|---------------------|--------|------------|-----------|------------|
| | | | | |
| | | | | |
======================================================================
| ITEM | QUAN. |NS| PRICE | DISC.% | AMOUNT |
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
|_____________________|________|__|_________|___________|____________|
DO NOT PAY ON THIS INVOICE
We guarantee satisfaction However, all claims must be made within
__________ days of receipt.
%@AE@%
%@AB@%%@3@%Billing statement%@EH@%%@KW:bill@%
COMPANY NAME
STREET ADDRESS
CITY, STATE, ZIP
PHONE
Charges and payments received
after statement closing date
will appear on your next
month's statement.
TO:
ACCOUNT NO.: STATEMENT CLOSING DATE: / /
======================================================================
| DATE | DESCRIPTION | AMOUNT |
|-----------|--------------------------------------|-----------------|
| | Previous Balance: | |
|-----------|--------------------------------------|-----------------|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
|___________|______________________________________|_________________|
Last amount in this
column is your new
balance.
______________________________________________________________________
| CURRENT | 30 DAYS | 60 DAYS | 90 DAYS | 120 DAYS |
|-------------|-------------|-------------|-------------|------------|
|_____________|_____________|_____________|_____________|____________|
A $1.00 late fee will be added monthly on accounts 85 days past due.
%@AE@%
%@AB@% %@2@%Expenses%@EH@% %@AE@%
%@AB@%%@3@%Long-distance call log%@EH@%%@KW:calllog@%
======================================================================
|DATE| CALLER | TO | LOCATION | NUMBER | LENGTH |CHARGE|
|----|--------|------------------|----------|--------|--------|------|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
|____|________|__________________|__________|________|________|______|
%@AE@%
%@AB@% %@1@%Business Letters%@EH@% %@AE@%
%@AB@% %@2@%Sales Correspondence%@EH@% %@AE@%
%@AB@%%@3@%General sales or marketing letter%@EH@%%@KW:general@%
General rules for sales letters:
* State the offer and the benefits of it to the client.
* Use "you"s and "your"s to emphasize personal contact.
* Use testimonials or endorsements where possible.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
[During the past year, the companies that have been
the most successful in the Puget Sound area are those that
are members of the Seattle Chamber of Commerce who have
based their plans on market research they received because
of Chamber membership.]
[In today's competitive business environment, you need
every advantage to help your business thrive. You need the
research, legislative, and networking benefits of Chamber
membership.]
[Chamber membership provides you with three monthly
publications that will keep you effectively informed on the
details of your business environment, a busy schedule of
informative and entertaining workshops and seminars, and
many opportunities to network and share resources with your
peers.]
[May I stop in to explain the benefits of Chamber
membership more fully?]
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Inactive account sales letter%@EH@%%@KW:inactive@%
General rules:
* Tell recipient that any past business has been
appreciated.
* Affirm you are interested in regaining the account.
* Ask why the company stopped doing business with you.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
We have missed you!
This is just a short note to let you know we've missed
your business. We haven't had an order from you since
[March] and are concerned because we very much want to keep
your business.
Will you please let me know personally why you have
stopped placing orders with us? I would appreciate it very
much.
Enclosed is a self-addressed, stamped envelope for
your frank comments.
Thank you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Letter of introduction for salesperson%@EH@%%@KW:intro@%
General rules:
* Explain the qualifications and experience of the
salesperson.
* Express confidence in him or her.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
We are pleased to announce that [John Smith of our
classified advertising department] will be your new sales
representative.
[Mr. Smith, recently of the Sacramento (Calif.) Bee,
has a broad range of experience in display, classified and
co-op advertising. He is especially well-qualified to help
you develop cost-effective advertising campaigns that will
get results.]
We consider [Mr. Smith] a valuable addition to our
sales staff and he will be able to help make your
advertising instrumental in your business' continued growth
and success.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Letter requesting a sales interview%@EH@%%@KW:intervie@%
General rules:
* Keep the letter short and concise.
* Ask for a specific appointment or say you will call
to arrange one.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
[As a company interested in the benefits of desk-top
publishing technology, you may be interested in the attached
information about our latest products.]
[Have you been introduced to these products yet?]
If you haven't, I'd like to make arrangements to visit
you [with samples and more information next Friday]. I will
give you a call [this week] to see what we can arrange.
I look forward to meeting with you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Follow-up after initial sales interview%@EH@%%@KW:fuinter@%
General rules:
* Keep the letter brief.
* Thank the recipient for his or her time.
* Encourage the recipient to call.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
It was a pleasure to meet with you [yesterday]. I am
impressed with your company and hope that I can be helpful
in furthering its success.
[I will send you the materials you requested; I'm sure
they will be valuable in planning the project we discussed.]
As soon as you have assessed your needs, give me a call so
we can develop a specific plan.
Thank you for meeting with me. I look forward to
working with you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Follow-up after presentation%@EH@%%@KW:fupresen@%
General rules:
* Thank reader for time
* Ask for a reaction
* Restate sales pitch
* Pledge follow-up
COMPANY NAME
ADDRESS
CITY, STATE ZIP
Date
Name
Street Address
City, State Zip
Dear ,
Thank you for giving me time last week to introduce
you to some of our products. I'm interested in your
reaction to them, and any comments or questions you may have
following our meeting.
The Acme line of photocopiers I presented to you is
considered one of the best values in the industry and its
capabilities are designed to meet the needs of your size
firm. We back our products with full warranties and service
contracts, and can customize some of our models to better
suit your needs.
I've enclosed a response form to make it easier for
you to give me your opinion of our products. Please take a
few minutes to complete it and mail it in the envelope
provided. Your comments are extremely valuable to us. We
want to do whatever we can to satisfy you.
Thank you for your cooperation. I look forward to the
opportunity to serve you in the future.
Sincerely,
Salesperson
RESPONSE FORM
Name:
Company:
Address:
Phone:
1. Circle one:
I found the presentation:
Very informative Somewhat informative Uninformative
Comments:_______________________________________________________
2. Circle one:
I am interested/not interested in hearing more about the copiers.
If interested please check models for which you would like
more information:
Model A Model B Model C
If not interested, please tell us why:
3. Mark one:
___I would like a sales representative to call on me within
the next few weeks.
___My company has no need for your product at this time, but
would like to remain on your mailing list in case our
needs change.
___We are not interested in receiving any more material on
your company or its products.
%@AE@%
%@AB@%%@3@%General response to inquiry%@EH@%%@KW:grespons@%
General rules:
* Open letter with specific answer to inquiry.
* Thank writer for his or her interest.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Thank you for your interest in our products. We are
happy to send you the information you requested.
[For 10 years, we have led the market in affordable
widgets. I'm sure that after reading the enclosed
information, you will join the ranks of our satisfied
customers.]
If I can provide further information or assistance,
please feel free to call me collect, or use our toll-free
number.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Negative response to inquiry%@EH@%%@KW:negrespo@%
General rules:
* Open letter with specific answer to inquiry.
* Give reason for inability to fulfill request.
* Thank writer for his or her interest and patience.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
[Thank you for your interest in our company.
Unfortunately we can't fulfill your request for information
on XYZ widgets because we do not manufacture them.]
[I have enclosed information on a similar product,
which I hope will be useful to you. I have also provided
general information on our company, its products, and
services.]
Thank you again for contacting us. If I can be
helpful to you, please call me collect, or use our toll-free
number.
Sincerely,
Representative
%@AE@%
%@AB@%%@3@%Salesperson motivation letter%@EH@%%@KW:motivate@%
General rules:
* Accentuate the positive; build on the strengths of
performance rather than dwelling on negative.
* Emphasize the role the salesperson has played in the
company's success.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
To: Name
From: Name
Subject: [Sales objectives for 1987]
[As we have been reviewing the sales figures from
1986, we have been impressed with the significant
gains the sales staff has made in new business. We
want to take this opportunity to recognize your
efforts and tell you how much we appreciate your
contribution to the success of our company.]
[The sales figures have also encouraged us to
project an even brighter picture for the year to
come. With significant improvements in the
national economy affecting our local industries,
we anticipate more opportunities for sales to new
businesses and increased sales to our existing
accounts.]
[You were hired for our sales staff because you
demonstrated that you were exceptionally well-
qualified to sell our products. Our sales figures
prove we were right about you. And with your help,
we can realize even greater success in the coming
year.]
[Thank you for your fine work.]
%@AE@%
%@AB@% %@2@%Shareholder Correspondence%@EH@% %@AE@%
%@AB@%%@3@%Welcome to new shareholder%@EH@%%@KW:welcome@%
General rules:
* Make the shareholder feel a part of the organization
by using "you" and "your" statements.
* Include information about the company, if appropriate.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
As president of [XYZ company], it is my pleasure to welcome
you as a new shareholder. You have invested wisely.
I want to assure you that we are partners with the same goal:
the long-term growth and profitability of [XYZ]. I've enclosed our
most recent shareholder report. You'll be receiving such reports
periodically.
If I can be of any assistance, please do not hesitate to
contact me. You will receive a prompt reply from either me or a
member of my staff.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Contacting a former shareholder%@EH@%%@KW:former@%
General rules:
* Express concern over shareholder leaving.
* Ask for a reason why in a non-threatening way.
* Encourage shareholder to reinvest in company.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I've been told that you recently sold your holdings in
our company. As a large and long-term shareholder, your
transfer of shares concerns me. I believe this company is a
good investment.
Sometimes stock sales are caused by factors out of our
control. But other times, a shareholder simply loses his
confidence in the firm. If the sale was caused by our
performance or current policies, I hope you will take a few
minutes to let me know your concerns.
I hope your relationship with us has been profitable,
and that we will soon welcome you back as a shareholder.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Personnel Communication%@EH@% %@AE@%
%@AB@%%@3@%Job offer--salaried position%@EH@%%@KW:salaried@%
General rules:
* Write the letter in a tone that will set the pace for
your relationship with the employee--friendly,
official, etc.
* Detail every important aspect of the job: supervisor,
title, salary, probationary period, noncompetition
and trade secret provisions, bonus provisions, stock
options.
* If the letter is the formal notification of the
offer, include the terms by which the employee should
accept the offer. If the letter is confirmation of a
previous verbal offer, state as such.
* If the letter is to be your official employment
agreement, have the employee sign it. File a copy
with your attorney, and keep a copy for your
personnel files.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
It is my pleasure to offer you the position of [corporate
communications director] for our company.
The position pays [$30,000 annually], with salary
disbursements made in [twelve] increments paid [on the first of
the month]. [I] will be your immediate supervisor.
All our employees serve a three-month probationary period at
the beginning of their employment. During probation, you will not
participate in benefit programs and will receive written
evaluations monthly. At the end of the probationary period, your
continued employment will be considered. If you successfully
complete the probationary period, you will fully participate in
all benefit programs retroactively.
The job is on a two-week basis, meaning that either party can
terminate the relationship upon giving two weeks' written notice
to the other party.
You were selected for this offer from a field of outstanding
applicants. We believe you will be a valuable addition to our
company, and I hope you will call me to accept our offer.
Sincerely,
President
%@AE@%
%@AB@%%@3@%Job offer--hourly position%@EH@%%@KW:hourly@%
General rules:
* Write the letter in a tone that will set the pace for
your relationship with the employee--friendly,
official, etc.
* Detail every important aspect of the job: supervisor,
title, wages, probationary period, noncompetition
and trade secret provisions, bonus provisions, stock
options.
* If the letter is the formal notification of the
offer, include the terms by which the employee should
accept the offer. If the letter is confirmation of a
previous verbal offer, so state.
* If the letter is to be your official employment
agreement, have the employee sign it. File a copy
with your attorney and keep a copy for your personnel
files.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
This is to confirm our offer to you of the position
of [clerical assistant] for our company.
The position pays [$7.30 per hour], paid [every other
Friday]. [Jody Smith, our head administrative assistant],
will be your supervisor. After 12 months employment you will
be be eligible for [one week] paid vacation.
All our employees serve a three-month probationary
period at the beginning of their employment. During
probation, you will not participate in benefit programs and
will receive written evaluations monthly. At the end of the
probationary period, your continued employment will be
considered. If you successfully complete the probationary
period, you will fully participate in all benefit programs
retroactively.
The job is on a two-week basis, meaning that either
party can terminate the relationship upon giving two weeks'
written notice to the other party.
Your first day will be [March 1]. Please report to
[Ms. Smith] at 8 a.m. that day for orientation.
Welcome to our company.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Job offer--free-lance position%@EH@%%@KW:freelanc@%
General rules:
* Write the letter in a tone that will set the pace for
your relationship with the employee--friendly,
official, etc.
* Detail every important aspect of the job: supervisor,
title, salary, probationary period, noncompetition
and trade secret provisions, bonus provisions, stock
options.
* If the letter is the formal notification of the
offer, include the terms by which the employee should
accept the offer. If the letter is confirmation of a
previous verbal offer, so state.
* If the letter is to be your official employment
agreement, have the employee sign it. File a copy
with your attorney and keep a copy for your personnel
files.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
This is to confirm our offer to you of a temporary,
free-lance position with our company. The position is to
complete the project objectives detailed in the attached
project summary.
We agree to pay a [$6,000 retainer], paid [in three
increments of $2,000 each over the next three months,
payable at the first of each month].
Our agreement is contingent upon review of project
progress as evaluated monthly by [myself and John Smith, my
supervisor].
Our agreement is also contingent upon your signing
this letter and our non-disclosure agreement, and returning
a copy to us.
We look forward to working with you.
Sincerely,
President
%@AE@%
%@AB@%%@3@%Job offer--part-time position%@EH@%%@KW:parttime@%
General rules:
* Write the letter in a tone that will set the pace for
your relationship with the employee--friendly,
official, etc.
* Detail every important aspect of the job: supervisor,
title, salary, probationary period, noncompetition
and trade secret provisions, bonus provisions, stock
options.
* If the letter is the formal notification of the
offer, include the terms by which the employee should
accept the offer. If the letter is confirmation of a
previous verbal offer, so state.
* If the letter is to be your official employment
agreement, have the employee sign it. File a copy
with your attorney and keep a copy for your personnel
files.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
This is to confirm our offer to you of the part-time
position of [clerical assistant] for our company.
The position pays [$6.00 per hour], paid [every other
Friday]. [Jody Smith, our head administrative assistant],
will be your supervisor. After 12 months employment you will
be be eligible for [one week] paid vacation.
The job is on a two-week basis, meaning that either
party can terminate the relationship upon giving two weeks'
written notice to the other party.
Your first day will be [March 1]. Please report to
[Ms. Smith at 8 a.m.] that day for orientation.
Welcome to our company.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Rejection of employment application - solicited application%@EH@%%@KW:rejsolic@%
General rules:
* Thank applicant for interest in company.
* Praise applicant for ability, experience.
* Pledge reconsideration for suitable openings.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Street Address
City, State, Zip
Dear ,
We have completed interviewing applicants for the position
for which you applied. After considerable debate, we have offered
the position to another applicant who has accepted it.
We appreciate your participation in the interview process and
your interest in our company. Your qualifications and experience
are excellent. You have our best wishes for a successful job
search.
We will retain your application and resume on file for the
next six months because we would like to consider you for any
other suitable openings that may arise.
Thank you again for your time and for expressing interest in
our company.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Rejection of employment application - unsolicited application%@EH@%%@KW:rejunsol@%
General rules:
* Thank applicant for interest in company.
* Pledge reconsideration for appropriate opening.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you for your recent letter and for your interest in our
company.
We have reviewed your letter and resume, and have compared
them to our current needs. We have no openings now, nor in the
near future, for someone with your qualifications.
We will keep your resume on file for six months and review
it, should a suitable opening occur.
Thank you again for your interest.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Letter of reference for former employee%@EH@%%@KW:referen@%
General rules:
* The Fair Employment act prohibits employers from
saying anything negative about former employees.
Therefore offer only the facts or confirm only what
the prospective employer offers. If you were
satisfied with the employee, offer comments about the
quality of work.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
[John Smith was employed with our firm as account executive
from Dec. 1, 1984 through Jan. 1, 1986. He left our firm to
accept a better position].
[During his employment here we were very pleased with his
work. He was a hard worker, showed considerable initiative, and
accepted additional responsibility well. Given a suitable opening,
we would rehire Mr. Smith without hesitation].
[If you need additional information, just let us know].
Sincerely,
Personnel director
%@AE@%
%@AB@%%@3@%Request for references%@EH@%%@KW:requref@%
General rules:
* Give applicant's name and the position he or she is
applying for in the first sentence.
* Thank the employer for his or her help.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
We have received an application for employment from [John
Smith], seeking the position of [account exective] with our firm.
We have been told the applicant was previously employed by your
firm in a similar capacity.
We are requesting a reference from you for the individual,
including confirmation of the dates of employment with you, job
description, performance evaluation, and reasons for termination.
Please advise me whether to keep your reference confidential.
Thank you for your cooperation.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Welcome to new employee%@EH@%%@KW:pwelcome@%
General rules:
* Express your pleasure in the person joining the staff.
* Give a pitch for the company and reinforce the
reader's decision to accept the job.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We are looking forward to your arrival here on [March 1], and
we're proud to have you as a member of our company.
During its history, this company has been established as one
of the most well-known and most highly respected [widget
manufacturers] in the industry. You will play a key role in
furthering our success.
Let me again welcome you to our company. If you have any
questions, or if I can be any help, please let me know.
Sincerely,
Personnel Director
%@AE@%
%@AB@%%@3@%Encouraging employee suggestions%@EH@%%@KW:encoura@%
General rules:
* Invite employee to make suggestions.
* Make the letter friendly and warm.
* If suggestions are part of a program that involves
rewards or incentives, explain how the incentives
will be awarded.
* Explain the benefit the company receives from
suggestions.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Are you familiar with our suggestion plan?
[At each coffee station throughout the building] there
are boxes for any ideas you may have for the company.
We are interested in any suggestions you may have that
could help us save money, improve the quality of our
product; or improve methods, procedures, or communication--
or anything else you may be concerned about.
If your idea is adopted, you will receive an award
commensurate with the value of the suggestion.
Last year, employee suggestions helped [cut costs five
percent and increase our efficiency considerably]. We value
your full participation in making the company and its
products the best they can be.
Please place your suggestions in the box. They
receive prompt acknowledgement, investigation and, we hope,
an approval and award.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Recognizing employee suggestions%@EH@%%@KW:recogni@%
General rules:
* Mention the actual suggestion or information.
* If used, say how the suggestion will help the company.
* Express your appreciation.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I'm pleased to inform you that the company advisory board has
authorized me notify you of the adoption of your suggestion
concerning [the widget manufacturing process], and to commend you
for your initiative and inventiveness in making the suggestion.
Our analysts project that implementation of your suggestion
will [increase productivity two percent, resulting in a
significant cost savings].
We appreciate your participation in the suggestion program,
and encourage you to submit additional ideas as they occur to you.
We are pleased to award you [the enclosed bonus check]. We
will also forward a copy of this letter to the personnel
department to become a permanent part of your record.
Thank you again for your suggestion.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Announcement of promotion%@EH@%%@KW:promote@%
General rules:
* Explain that the decision for promotion was based on
merit.
* Congratulate the employee.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
After carefully evaluating all those who applied for the
[account executive] position, we are pleased to offer you the job.
You were the outstanding candidate in a field of highly
qualified applicants. Your previous experience as a [junior
account executive] has proven your ability [to service accounts]
with the standard of excellence that has distinguished this
company as the best in the region. We are confident you will
further that standard in the new position.
Congratulations on this promotion. You deserve this
opportunity.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Customer Relations%@EH@% %@AE@%
%@AB@%%@3@%Acknowledgement of customer complaint%@EH@%%@KW:complain@%
General rules:
* Acknowledge receipt of complaint the first time it is
sent.
* Assure the writer you are doing your best to solve the
problem.
* Apologize and indicate you will notify them concerning
the outcome.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I have received your letter of [March 1], and wanted
to thank you for bringing your concerns to my attention.
It is our policy at [XYZ] Co. to make sure every
customer is a satisfied customer, so I am personally
investigating the matter to determine what has happened and
what we can do to correct the situation.
I am sorry for any inconvenience this may have caused
you. I will be in contact with you as soon as the matter is
resolved.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Customer complaint response--in customer's favor%@EH@%%@KW:cusfav@%
General rules:
* Restate the problem and how it will be remedied.
* Apologize for the error.
* Offer some kind of repayment for the customer's
trouble ( refund, discount, free products, free
samples).
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I have investigated your concerns detailed in your
letter to us dated [Date].
The problem, as I understand it, [involved our
shipping department], and steps have been taken to make sure
the error does not occur again.
[The materials you ordered have been shipped. We have
enclosed an extra case of them with my compliments]. We
apologize for the error and appreciate your understanding
and patience. Thank you for bringing the matter to our
attention.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Customer complaint response--in company's favor%@EH@%%@KW:repdisa@%
General rules:
* Be straightforward and diplomatic.
* Express concern about the situation.
* Explain the situation and your position on it.
* End the letter on a positive and helpful note.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We were sorry to hear that [the materials we shipped to you
were damaged by the time they reached you].
We have investigated the [shipment and have determined that
the shipper acknowledged receiving them in good condition, and
signed a receipt to that effect. You will need to take your
concerns directly to the shipper.]
Please let me know if there is anything else we can do to
help you resolve your concerns.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Apology for employee's actions%@EH@%%@KW:apology@%
General rules:
* Thank customer for bringing matter to your attention.
* Apologize for the specific incident.
* Do not speak negatively about employee.
* Close letter with request for forgiveness and wish for
continued patronage.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you for notifying me about the unpleasant incident to
which you were subjected. Please accept my apology for [em
ployee]'s behavior.
I have discussed the incident with [him/her] and I have been
assured it will not happen again. There is no excuse for what
happened, but I wanted to let you know this was an unusual cir
cumstance that is not likely to be repeated.
I am grateful for your patronage and hope you will accept my
apology for the incident.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%General letter of apology%@EH@%%@KW:genapol@%
General rules:
* Thank writer for taking the time to notify you of his
or her concerns
* Apologize for the inconvenience or dissatisfaction.
* Explain your responsibility/lack of responsibility for
the situation
* Whether you are at fault or not, offer some small
token to ease the inconvenience, if at all possible
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you for your recent letter pointing out [the
problem]. It is our policy to make sure all our customers
are satisfied ones, so it is helpful to have a chance to
respond to your useful criticism.
We are sorry this situation has inconvenienced you.
We are exploring solutions to the problem and will make
every effort to improve in the area you suggested.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Thanking customer for compliment%@EH@%%@KW:thanks@%
General rules:
* Thank customer for writing.
* Mention the employee's name.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you very much for your kind letter of [March 1]
commending [Bill Smith].
It is always gratifying to receive a letter such as yours
that indicates our efforts to serve our customers effectively have
been successful. You may be sure that [Bill Smith] will receive
appropriate recognition and commendation, as well as my thanks for
a job well done. Your letter will also become part of [his/her]
permanent personnel record.
Thank you for your patronage and for your courtesy in writing
to me.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Vendors and Bid Solicitation%@EH@% %@AE@%
%@AB@%%@3@%Request for information from vendor%@EH@%%@KW:inform@%
General rules:
* Be specific and to-the-point.
* Explain your situation so the supplier will be able to
offer as much information and as many ideas as
possible.
* Don't offer false hope of an order.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
We are considering [updating our office equipment to
include a word-processing system.] We are writing to
request information from you on [the prices, capabilities,
maintenance records, and expandability of the systems] you
offer. We are especially interested in [the quality of
documentation, the ease with which a system can be used, and
the available training].
We are a [medium-sized, service business and expect to
eventually acquire five word processors that are compatible
with each other. Additional functions, such as spreadsheet
analysis and budgeting are less important to us right now,
but a system that could handle such tasks would be a plus.]
Thank you for your time. We look forward to your
reply.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Request for bids%@EH@%%@KW:requbids@%
General rules:
* State clearly the information you want.
* Give all the information necessary to get the bids you
want.
* Specify when bid and product are needed.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
TO: Supplier
FROM: Company
DATE:
SUBJECT: Request for bids [for construction project]
DESCRIPTION: [Acme Building, Inc. is bidding for the
general contract for the Seattle Convention
Center project, which must be completed by
Sept. 1, 1987. The project will involve
electrical wiring, landscaping, interior
design and other subcontracted projects.]
[Time is of the essence, and any contract
will contain penalties for missed deadlines.
Blueprints for the center are available for
study in the Acme offices during regular
business hours. A summary of the building
plans, subcontracted projects and additional
conditions are attached.]
DEADLINES: [Sealed bids and accompanying proposals that
conform to the conditions of this letter, the
attached summary and the blueprints should be
submitted to Acme Building, Inc., by Aug. 1,
1985.]
%@AE@%
%@AB@%%@3@%Rejection of bid%@EH@%%@KW:reject@%
General rules:
* Thank the supplier for the time taken to submit the
bid.
* Given the reason for rejection of the bid.
* Leave door open for possible future dealings with
supplier.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Thank you for submitting a bid for [project]. We appreciate
the time and effort it took to prepare and submit.
We regret to inform you that another bidder is being awarded
the contract. This decision was based on several factors, but
[price] was the primary consideration.
We will be sure to include you in any future invitations to
bid on our projects.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Acceptance of bid%@EH@%%@KW:accept@%
General rules:
* Provide a description of the project and detail
expectations.
* Emphasize any details that are especially important.
* Leave room for supplier to sign acceptance letter, and
have him/her return a signed copy.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
I'm pleased to award you the contract for [project] on
the strength of your proposal dated [March 1].
Our attorneys will soon finish drafting the contract
to conform to our specifications and your bid. The contract
should be in your possession within a week. We would like
to have the contract signed and returned within ten days
after you receive it, and we would like work to begin
immediately thereafter. You will receive our initial
payment when the contract is signed.
We are impressed with your bid and with your firm's
reputation. We look forward to doing business with you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Complaint to vendor%@EH@%%@KW:vcomplai@%
General rules:
* Explain, in detail, just what your complaint is.
* Ask for a solution.
* Do not threaten or attack supplier, or use language
that will put him/her on the defensive.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We are calling your attention to a serious problem in the
performance of our contract for [project].
As we have previously stated in telephone conversations,
[statement of problem].
We urge you to take all steps necessary to complete the
project according to the contracted terms. If we are not
satisfied within a week that appropriate measures are being taken,
we will consult our attorneys.
Please assure us by return mail that you are taking steps to
resolve these problems.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Compliment to vendor%@EH@%%@KW:complime@%
General rules:
* Make the compliment right away.
* Be sincere about the compliment.
* Be specific as to the thing your are complimenting and
who was responsible for the good service.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
For the past [length of time] we have enjoyed a
mutually satisfactory relationship with your company. From
time to time, your company distinguishes itself with
exceptional service. We wanted to write to let you know of
one such recent incident.
[Detail the incident, naming names.]
On behalf of your company and staff, please accept our
sincere appreciation for your excellent service.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Cancellation of contract%@EH@%%@KW:cancell@%
General rules:
* State the cancellation in the first sentence.
* Give a reason for the cancellation and express regret.
* Do not attack or threaten the supplier.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Since you have not taken satisfactory steps to bring
your performance into compliance with our contract, we have
no alternative but to cancel the contract.
[Restatement of reason for cancellation.]
We regret that we must cancel this contract, but you
should be aware that we have no alternative.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Credit Information%@EH@% %@AE@%
%@AB@%%@3@%Request for credit information%@EH@%%@KW:inforeq@%
General rules:
* Thank the customer for his or her order.
* Explain reason for need of credit information.
* Enclose easy-to-use forms to ensure complete
collection of the information you want.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Thank you for your recent order. Since this is your
first order, we are enclosing an application for a credit
line. If you complete the form and return it as soon as
possible, there should be no delay in shipping your order.
This information is strictly confidential and for our
internal use only.
We appreciate your patronage and look forward to
serving you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Request for credit reference%@EH@%%@KW:reqrefer@%
General rules:
* State your request, and who the credit applicant is,
in the first paragraph.
* Make clear that you will keep information supplied
confidential.
* Enclosed a self-addressed, stamped reply envelope.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Your name was given to us as a credit reference for
[applicant], [address].
We would appreciate any information you can give us
concerning [this company's] ability to meet financial obligations.
This information will, of course, be kept confidential.
Please used the enclosed reply envelope for your response.
Thank you for your cooperation. If we can reciprocate, please
call us.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Grant of credit%@EH@%%@KW:grant@%
General rules:
* Be concise and specific.
* Mention that you contacted the applicant's credit
references and found credit to be acceptable.
* Enclose a credit agreement for applicant to sign.
* Thank customer for patronage.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Congratulations Your credit application to our
company has been approved. We have contacted your credit
references and have found your credit history to be very
satisfactory. We will open your account, [number], with a
maximum credit line of [amount].
Enclosed are copies of our standard credit agreement.
Please sign one and return it to us in the enclosed reply
envelope. Please retain the other copy for your records.
Thank you very much for your patronage. If we can be
helpful to you, please contact us.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Denial of credit%@EH@%%@KW:denial@%
General rules:
* Thank reader for interest in company and order, if
there was one.
* Be gentle in refusal.
* Never tell the applicant he or she was a "poor credit
risk".
* Leave door open for future re-evaluation.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you for your order and your recent credit
application.
Based on the information we have received, we cannot
approve your credit line.
If you believe our action is unjustified, or you can
supply additional information, we would like to hear from
you. In the meantime, please continue to use our services
on a cash basis, as you have to date.
We look forward to serving you in the future.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Collection letter--first notice%@EH@%%@KW:first@%
General rules:
* Do not allow letter to sound angry or threatening.
* State specifics including amount due and date of last
payment.
* Use "you" and "your" statements.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We missed your payment this month and are writing to
remind you that your account is now past due.
The payment in the amount of [amount] was due [date].
If you have not mailed your payment, please do so as soon as
possible. If you have already done so, please accept our
thanks and disregard this notice.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Collection letter--second notice%@EH@%%@KW:second@%
General rules:
* Do now allow letter to sound angry or threatening.
* State specifics including amount due and date of last
payment.
* Use "you" and "your" statements.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
A review of your account shows that the balance, [amount], is
now past due.
In order for us to better serve you, please favor us with an
early remittance.
If you have already done so, please accept our thanks and
disregard this notice.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Collection letter--final notice%@EH@%%@KW:final@%
General rules:
* Do not allow letter to sound angry or threatening.
* State specifics including amount due and date of last
payment.
* Use "you" and "your" statements.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We have received no response to our previous reminders
that your account is past due.
This is your final notice. Unless we have full
payment for [amount] within the next ten days, your account
will be turned over for collection.
Your attention to this matter is essential and in your
best interest. Please act now. If you have already done
so, please accept our thanks and disregard this notice.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Apology for collection letter%@EH@%%@KW:capology@%
General rules:
* Apologize calmly for the error and the inconvenience.
* Get to the point; be brief.
* End on a positive note.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I hope you will accept my sincere apology for the
erroneous letter we sent you.
Your account, as usual, is in perfect order.
We make every effort to prevent computer-generated
mistakes; nevertheless, as efficient as our staff is, it
does err once in a great while.
I am sorry if this has inconvenienced you in any way.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Adjustment of payment%@EH@%%@KW:adjust@%
General rules:
* Thank customer for payment received.
* Reinforce terms of the credit agreement you have with
the customer, especially when payment is due.
* End on a positive note.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We were glad to hear from you regarding your account
with us.
We accept the plan you propose for repaying the
balance of [amount]. You will receive regular statements
that conform to the plan you proposed. We are confident you
proposed this plan in good faith and will gradually reduce
your past due amount while keeping the current balance up to
date.
Please understand that we fully expect this new
commitment schedule to be met regardless of any conditions
or circumstances.
If there is anything else we can do to help, please
let us know.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Invitations%@EH@% %@AE@%
%@AB@%%@3@%Acceptance of informal invitation%@EH@%%@KW:acceptin@%
General Rules:
* Keep it short.
* Be appreciative.
* Confirm time and place.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I am happy to accept your invitation to [attend the
Computer Fair advisory board meeting, September 4, 7:30
p.m.]. Thank you for thinking of me.
I look forward to meeting you at the meeting.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Decline of informal invitation%@EH@%%@KW:decline@%
General rules:
* Respond promptly.
* Be appreciative.
* Explain why you must decline.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
Thank you so much for inviting me to [be a member of
the Computer Fair advisory board], and thank you for
thinking of me.
Unfortunately, I have prior commitments during the
time period you would like me to [participate in planning
the fair]. I'm sorry I will not be able to help you in this
worthwhile project.
Thank you again for thinking of me. Please keep me in
mind for another time.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Invitation to speak%@EH@%%@KW:invite@%
General rules:
* Compliment speaker on his or her ability.
* Give the facts about the invitation (when, where, on
what topic to speak, and the fee you are prepared to
offer).
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
You were recommended to us by one of our members who
was impressed with your presentation [August 14 to the Women
Entrepreneurs Organization].
As [program chairman for the Washington Press
Association], I am inviting you to speak at our [September 1
meeting]. We can offer you traveling expenses and a modest
honorarium.
The meeting will be a [luncheon format with networking
social time at 11:30 a.m., and lunch at noon. Your
presentation will begin at 12:45 p.m., and last until 1:20
p.m.]
If you are interested in speaking to our group, please
contact me.
We look forward to hearing from you.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Acceptance of invitation to speak%@EH@%%@KW:iaccept@%
General rules:
* Keep it short.
* Be appreciative.
* Confirm time and place.
* If no fee has been offered, or if the one offered is
unacceptable, state your fee
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
I am happy to accept your invitation to speak [at the
Computer Fair, September 4, 7:30 p.m.]. Thank you for
thinking of me.
My fee for speaking to small groups is [$250 plus
travel expenses.] I will be happy to coordinate with you
the theme and title of my talk.
I look forward to hearing from you soon and to
discussing the details of the presentation.
Thank you again for thinking of me.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@2@%Publicity%@EH@% %@AE@%
%@AB@%%@3@%Media event letter%@EH@%%@KW:media@%
General rules:
* Use a media event letter when you are sending the
information to a reporter or editor that you know
personally. If you are sending out the information
to the press in general, send a press release.
* Put the critical information in the first paragraph.
* Approach media with the kind of audience that would be
interested in your event.
* Avoid superlatives that pad the facts.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
[In honor of National Hot Dog Month, Harvey's Hot Dog
Emporiums will be donating over 3,000 hot dog lunches to the
area's needy. The disbursement of the meals will be through
the Needy Network food banks on September 1 through 3 (see
attached schedule.]
I am writing to suggest news coverage of the
disbursement and the need for similar disbursements by other
food product and service retailers. I could suggest other
companies you might interview, as well.
I would be happy to assist you in any way. I will be
in contact with you next week to discuss this idea further.
Thank you for your interest.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Press release%@EH@%%@KW:release@%
General rules:
* Press releases should be double-spaced, with release
date and contact information at the top.
* Who, what, when, where, how, and why should be in the
first paragraph.
*N*
COMPANY
ADDRESS
CITY, STATE ZIP
____________________________________________________________
Date: For further information, contact:
FOR IMMEDIATE RELEASE [Name, daytime phone]
[CONFERENCE ADDRESSES JOYS AND CHALLENGES
OF WOMEN'S HIGH POTENTIAL]
[SEATTLE--"Women of High Potential: Enhancing the Joys and
Meeting the Challenges," Sept 26, 27, at the University of Wash
ington, is a conference designed to help women identify themselves
as having high potential, interact with their peers and explore
the many facets of high potential in their personal and
professional lives.]
[The conference, the first of its kind, is significant
because in spite of the many positive changes that have taken
place in society in the last 20 years, women of exceptional
ability more often than their male counterparts feel pressured or
expected to make careers or personal development secondary to the
needs of home and family.]
[For information on registration, contact Conference
Management Services, University of Washington, GH-25, Seattle, WA
98195, or by calling 543-2300.]
[- 30 -]
%@AE@%
%@AB@% %@2@%Writer's Correspondence%@EH@% %@AE@%
%@AB@%%@3@%Request for writer's guidelines%@EH@%%@KW:guides@%
General rules:
* Be brief and to-the-point.
* Enclose your correct name and address on the letter.
* Enclose self-addressed, stamped envelope for return
* Check reference book such as "Writer's Market" for
cost of guidelines and/or sample copy.
*N*
NAME
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Please send me a copy of your writer's guidelines. I
have enclosed a self-addressed, stamped envelope [and a
check for $1] to cover your costs.
Thank you very much.
Sincerely,
Name
%@AE@%
%@AB@%%@3@%Cover letter for freelance article -solicited%@EH@%%@KW:solicit@%
General rules:
* Keep your letter to one page.
* Confirm the points of negotiation on fee such as one-
time rights, all rights, and dollar figure. These
should have been previously discussed.
* Express thanks and hopefulness about future
assignments.
*N*
NAME
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
Enclosed please find the manuscript you requested [concerning
gender role conflicts in the work place. Photographs are available
for some of the professionals mentioned in the article at your
request.]
As we discussed, you will have [one-time rights to the
article], which you expect to be published in [September]. The
agreed-upon fee is [$400], which is to be paid [30 days after
publication].
Thank you for this assignment; I enjoyed exploring the topic
for your publication. I look forward to future assignments and to
working with you again soon.
Sincerely,
Name
Address
Daytime phone
%@AE@%
%@AB@%%@3@%Cover letter for freelance article -unsolicited%@EH@%%@KW:unsolici@%
General rules:
* Keep your letter to one page.
* Include a selling point, explain why the editor's
audience would want to read your piece.
* Explain--briefly--about your background as a writer.
* Enclose a self-addressed return envelope with full
postage for your manuscript in case the editor can't
use it.
NAME
ADDRESS
CITY, STATE ZIP
Date
Name
Company
Address
City, State Zip
Dear ,
[Who has not at one point in their life thought they had
experienced something worth writing about for publication?
Research shows that up to 25 percent of Americans have
aspirations of being writers, but they lack the knowledge of the
writing business to sell their ideas. The enclosed manuscript is
tailored to these would-be writers].
I am a [professional writer, supported solely by my
freelance sales]. My work has appeared in [local, state and
national publications such as The New Yorker, Time, Life, and
Women's Wear Daily]. While I specialize in articles on
celebrities, I'm frequently asked to speak on the topic of
freelancing--hence this piece.
Thank you for considering my article. I have enclosed
return postage for your convenience.
Sincerely,
Name
Address
Daytime phone
%@AE@%
%@AB@% %@2@%Charitable Contribution Solicitation%@EH@% %@AE@%
%@AB@%%@3@%Solicitation for charitable contribution%@EH@%%@KW:csolicit@%
General rules:
* Praise potential contributor.
* Explain merits of charitable organization or cause.
* Request a specific amount.
* Thank potential contributor in advance.
NAME
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
[For most people, the chilly winds of autumn bring welcome
relief from summer's heat and the beauty of the changing leaves.]
[But for Seattle's street people, autumn brings chilly
nights with nowhere to go, and threatens winter. As the season
progresses, they remember the friends that have died of exposure
in winters past.]
[First Street Mission is seeking funding for a new 100-
bed facility for street people. We're seeking your support to
build the facility with your donation of $1,000.]
[Enclosed is a brochure on the proposed facility and the
people who need it. We hope you will read it and send us your
contribution soon.]
Thank you in advance for your support.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Refusal to make contribution%@EH@%%@KW:refuse@%
General rules:
* Praise the organization or cause.
* Wish the organization luck in its efforts.
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We have carefully considered your request for contribution
to [the First Street Mission's facility and agree that the needs
of the homeless in Seattle deserve more attention].
We would like to contribute, however, our funds for this
kind of contribution are limited and have already been spoken for
this year.
We are sorry we can't contribute to the project, but wish
you success with your fund-raising efforts.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Acknowledgement of solicitation%@EH@%%@KW:acknowl@%
Geneal rule:
( Praise thd organization or catse.
* Promise to be in contact after your organization has
considered the request.
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We have carefully considered your request for contribution
to [the First Street Mission's facility and agree that the needs
of the homeless in Seattle deserve more attention].
[Our management advisory board meets later this month. At
that time I will present your request for discussion and will
respond to you with the board's decision.]
Thank you for the opportunity to participation in this
worthwile cause. We wish you the best in your efforts.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%Confirmation of contribution%@EH@%%@KW:confirm@%
General rules:
* Confirm receipt of contribution.
* Praise the giver.
* Thank the giver.
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We are writing to thank you for your generous contribution
to the [First Street Mission's building fund]. We received your
check and kind letter [date].
We agree with you that this is a worthwhile endeavor and we
believe that you have contributed to a project that will have
long-standing benefits for the homeless in Seattle.
Thank you again for your generous contribution.
Sincerely,
Name
Title
%@AE@%
%@AB@%%@3@%To make a contribution%@EH@%%@KW:contribu@%
General rules:
* Praise the organization or cause.
* Wish the organization luck in its efforts.
* Make clear whether you or your company are making a
contribution.
COMPANY
ADDRESS
CITY, STATE ZIP
Date
Name
Address
City, State Zip
Dear ,
We have carefully considered your request for contribution
to [the First Street Mission's facility and agree that the needs
of the homeless in Seattle deserve more attention].
We will be happy to contribute to this worthwhile cause and
add it to our list of charitable organizations. Enclosed, please
find a check for [$1,000].
We send our best wishes for a successful fund-raising
effort.
Sincerely,
Name
Title
%@AE@%
%@AB@% %@1@%Business Outlines and Checklists%@EH@% %@AE@%
%@AB@% %@2@%Outlines%@EH@% %@AE@%
%@AB@%%@3@%Business plan%@EH@%%@KW:bizplan@%
===========================================================================
Applicant_______________________
City and State_______________________
===========================================================================
PART I
===========================================================================
1. Why did you select your present or the proposed location?
___________________________________________________________________________
2. Is the neighborhood __ new __ established __residential __ commercial
___________________________________________________________________________
3. Who will be your customers and why will they come to you at this
location?
___________________________________________________________________________
4. What parking facilities are available to you? Will they be adequate?
___________________________________________________________________________
5. What are the terms of your lease (enclose a copy of the lease), or the
terms of your mortgage?
___________________________________________________________________________
6. What is the physical condition of the building?
___ good ___ fair ___ poor
___________________________________________________________________________
7. What competition do you have in this location? How close?
___________________________________________________________________________
8. Have you determined whether your building complies with local building
codes and zoning ordinances? Occupational Health and Safety
Regulations? Environmental Protection (air, water, and noise)
Regulations? Others?
___________________________________________________________________________
9. What licenses or permits are you required to have to start operations?
===========================================================================
PRICING AND ADVERTISING
===========================================================================
10. Your merchandise will fall into what price range?
__ high __ medium __ low
___________________________________________________________________________
11. Will you sell for only cash? __ yes __ no
___________________________________________________________________________
12. If you offer credit, will your prices be higher?
___________________________________________________________________________
13. How do your prices compare with your competitors? If yours
are higher, why will people buy from you?
___________________________________________________________________________
14. What type of advertising will you use?
__ radio __ TV __ handbill __ newspaper __ other (specify)__________
Why? How often? How much will it cost?
___________________________________________________________________________
===========================================================================
PART II--START-UP COSTS
===========================================================================
Whether you are starting a new business, moving to a new location, opening
a new branch, or expanding your business, you will have some "start-up" or
one-time expenses. In all applications for such purposes, complete the
appropriate items below.
1. Real estate, furniture, fixtures,
machinery, equipment:
A. Purchase price (if paid in full with cash) $____________________
B. Cash down payment (if purchased on contract) $____________________
C. Transportation and installation costs $____________________
2. Starting inventory $____________________
3. Decorating and remodeling $____________________
4. Deposits
A. Utilities $____________________
B. Rents $____________________
C. Other (identify) $____________________
5. Fees
A. Accounting, legal, other $____________________
B. Licenses, permits, etc. $____________________
C. Other (identify) $____________________
6. Initial advertising costs $____________________
7. Accounts receivable (___days sales) $____________________
8. Salaries and owner's draw until store opens $____________________
9. Other $____________________
TOTAL $____________________
%@AE@%
%@AB@%%@3@%Marketing plan%@EH@%%@KW:market@%
=============================================================
PART I
=============================================================
MARKET ANALYSIS
-------------------------------------------------------------
1. What is the general health of your industry
a. nationally?
b. regionally?
c. locally?
2. Which companies/businesses in your industry are doing
well and why?
Are there regional differences in what does well?
3. What implication does this market information have
for your business?
=============================================================
CUSTOMER ANALYSIS
-------------------------------------------------------------
1. Who are your target customers and what they they seeking
from you?
2. How much of the total market do you share with your
competition?
3. Are you appealing to the entire market or a segment of
it?
4. If a segment, is it large enough to be profitable?
5. What changes are taking place among your target customers
that might significantly affect your business?
6. Have you used a consumer questionnaire to aid you in
determining customer needs?
7. Have you visited market shows and conventions to help
learn and anticipate customer needs?
8. What day of the week and time of day do your customers
do most of their buying?
9. Do your customers prefer cash or credit?
=============================================================
PRICING
-------------------------------------------------------------
1. Have you established a set of pricing policies?
2. Are you priced below, at or above market price?
3. Do you have specific mark-ups for each product?
4. Do you set markups for product categories?
5. Do you use a one-price policy rather than bargain with
customers?
6. Do you offer discounts for quantity purchases, or to
special groups?
7. Do you set prices to cover full costs on every sale?
8. Have you developed a policy on when to take markdowns
and how large?
9. Do the prices you have established earn planned gross
margin?
10. Do you clearly understand the market forces affecting
your pricing methods?
11. Do you know which products are the slow movers and which
are fast?
12. Do you know which products are price-sensitive to your
customers, that is, when a slight increase in price will
lead to a big drop-off in demand?
13. Do you know what role you want price to play in your
overall retailing strategy?
14. Are you influenced by competitor's price changes?
============================================================
PROMOTION
------------------------------------------------------------
1. Are you familiar with the strengths and weakness of
various promotional methods?
2. How might each type be used for your firm?
advertising
print
consumer publications
trade publications
broadcast
television
radio
public relations
yellow pages
direct mail
3. In what circumstances should you use product or
institutional advertising?
4. Which types of promotional methods can most effectively
reach your target group?
=============================================================
PART II
=============================================================
MARKET CONCLUSIONS
-------------------------------------------------------------
1. Based on the market information you gathered for Part I,
what do you conclude about the market for your business?
2. How aggressive will your marketing efforts have to be in
order for you to succeed?
=============================================================
MARKETING GOALS AND OBJECTIVES
-------------------------------------------------------------
1. What do you hope to accomplish with your business in its
first year?
In its first five years?
2. How will you accomplish this?
=============================================================
MARKETING STRATEGIES
-------------------------------------------------------------
1. What methods and resources will you employ to reach your
marketing objectives?
For the first year?
For the first five years?
2. How will they be coordinated?
=============================================================
MARKETING TACTICS
-------------------------------------------------------------
1. Break down your strategies into specific tasks and
tactics; how will you effect these strategies?
Tactics for the first year:
Tactics for the first five years:
-------------------------------------------------------------
%@AE@%
%@AB@%%@3@%Speech/Public address%@EH@%%@KW:speech@%
The most common speech formats:
A. The Pyramid of Importance format.
Develops a topic from the least important point to the
most important for final impact.
I. Opening
a. Introduce self
b. Explain why you are there
c. Summarize major point you will make
II. Body of Speech
a. First point
b. Second point
c. Third point
Etc.
III. Closing
a. Summary of points
b. Questions
c. Thank you
B. Problem-Solving format
Develops topic by first presenting a problem, then
presenting criteria for solutions, evaluating solutions,
and concluding on best solution.
I. Opening
a. Introduce self
b. Explain why you are there
c. Summarize points you will make
II. Body of Speech
a. Description and analysis of problem
b. Criteria for possible solutions
c. Presentation of possible solutions
d. Selection of best solution
III. Closing
a. Summarize points
b. Answer questions
c. Say thank you
C. Cause-and-effect format
Explains why something has happened or will happen.
I. Opening
a. Introduce self
b. Explain why you are there
c. Summarize main points you will make
II. Body of Speech
a. What has happened or will happen
b. Reasons for its happening
III. Closing
a. Summarize major points
b. Answer questions
c. Say thank you
%@AE@%
%@AB@%%@3@%Basic business letter%@EH@%%@KW:bizlet@%
Following are the basic components of a business letter in order
of appearance. (Optional items marked by parentheses)
I. Date Line ex: Sept. 4, 1986
II. (Reference Line) ex: Your reference # 4792
III. Inside address ex: John Doe
Street Address
City, State Zip
IV. (Attention Line) ex: Attention: Mr. John Doe
V. Salutation ex: Dear Mr. Doe,
VI. (Subject Line) ex: Re: Re-order policy
VII. Body of letter
IIX. Complimentary close ex: Sincerely,
IX. Signature ex: (Name handwritten)
Name (typed)
Title
X. (Identification initials) ex: KH/da
Uppercase initials
indicate writer;
lowercase indicate
typist
%@AE@%
%@AB@%%@3@%Resumes%@EH@%%@KW:resumes@%
There are three commonly used types of resumes. A brief
description and outline for each type follow:
A. Chronological
Starts with your present or most recent position and
works backward. The chronological resume is best used
in situations where your current job or employer is the
strongest in your history.
Outline
I. Identifying Information
a. Name
b. Address
c. Appropriate phone number
II. Work Experience
a. Most recent job
b. Next most recent, etc.
III. Professional Societies or Affiliations
IV. Education
B. Targeted
Focuses attention on specific abilities and
accomplishments in order to tailor resume to the kind
of job you want.
Outline
I. Identifying Information
a. Name
b. Address
c. Appropriate phone number
II. Abilities
a. List abilities, skills
III. Achievements
a. List major accomplishments during career
IV. Work History
V. Education
C. Functional
De-emphasizes gaps or inconsistencies in past work
history. Is especially helpful when changing careers,
entering or re-entering the job market.
Outline
I. Identifying Information
a. Name
b. Address
c. Appropriate phone number
II. Experience
a. Area of experience
1. Accomplishments
b. Area of experience
2. Accomplishments
c. Etc.
III. Professional Societies or Affiliations
IV. Education
V. Work History
%@AE@%
%@AB@%%@3@%Resume cover letter%@EH@%%@KW:cover@%
I. Date
II. Name (addressed to someone specific)
Address
City, State Zip
III. Salutation: Dear , (give specific name)
IV. Demonstrate personal knowledge of company
V. Introduce yourself
Answer the question "Why should the reader
see me?"
VI. Ask for the interview
VII. Complimentary close: Sincerely, etc.
IIX. Signature
IX. Name
Address
City, State Zip
Appropriate phone
%@AE@%
%@AB@%%@3@%Meeting agenda%@EH@%%@KW:agenda@%
I. Invocation (optional)
II. Meeting Called to Order
III. Reading/Approval of Minutes
IV. Reports
V. Old Business
VI. New Business
VII. Meeting Adjourned
%@AE@%
%@AB@% %@2@%Checklists%@EH@% %@AE@%
%@AB@%%@3@%Financial Status Checklist%@EH@% %@AE@%%@KW:finance@%
What an owner-manager should know:
DAILY
1. Cash on hand.
2. Bank balance (keep business and personal funds
separate).
3. Daily summary of sales and cash receipts.
4. That all errors in recording collections on accounts
are corrected.
5. That a record of all monies paid out, by cash or check
is maintained.
WEEKLY
1. Accounts receivable (take action on slow payers).
2. Accounts payable (take advantage of discounts).
3. Payroll (records should include name and address of
employee, social security number, number of exemptions,
date ending the pay period, hours worked, rate of pay,
total wages, deductions, net pay, check number).
4. Taxes and reports to state and federal government
(sales, withholding, Social Security, etc.).
MONTHLY
1. That all journal entries are classified according to
like elements (these should be generally accept and
standardized for both income and expense) and posted to
general ledger.
2. That a profit and loss statement for the month is
available within a reasonable time, usually 10 to 15
days following the close of the month. This shows the
income for the business for the month, the expense
incurred in obtaining the income, and the profit or
loss resulting. From this, take action to eliminate
loss (adjust mark-up?), reduce overhead expense, pil
ferage, incorrect tax reporting, incorrect buying pro
cedures, failure to take advantage of cash discounts.
3. That a balance sheet accompanies the profit and loss
statement. This shows assets (what the business has),
liabilities (what the business owes), and the invest
ment of the owner.
4. The bank statement is reconciled (That is, the owner's
books are in agreement with the bank's record of the
cash balance).
5. The petty cash account is in balance (the actual cash
out slips that have not been charged to expense total
the amount set aside as petty cash).
6. That all federal tax deposits, withheld income and FICA
taxes (Form 501) and state taxes are made.
7. That accounts receivable are aged, i.e., 30, 60, 90
days, etc. past due (work all bad and slow accounts).
8. That inventory control is worked to remove dead stock
and order new stock. What moves slowly? What moves
fast?.
%@AE@%
%@AB@% %@1@%Personal Forms%@EH@% %@AE@%
%@AB@% %@2@%Finances%@EH@% %@AE@%
%@AB@%%@3@%Current debt calculation%@EH@%%@KW:debt@%
=====================================================================
Month:
=====================================================================
| | LOAN |TOTAL|DATE LAST| PROPOSED |ACTUAL | DATE |
|CREDITOR'S NAME| TYPE | DUE | PAID |MONTHLY DUE |PAYMENT| PAID |
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
|_______________|______|_____|_________|____________|_______|_______|
TOTAL________________________
%@AE@%
%@AB@%%@3@%Account of expenses%@EH@%%@KW:yrlyexp@%
======================================================================
|FIXED EXPENSES |JAN|FEB|MAR|APR|MAY|JUN|JUL|AUG|SEP|OCT|NOV|DEC|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Rent/mortage |___|___|___|___|___|___|___|___|___|___|___|___|
|Fuel |___|___|___|___|___|___|___|___|___|___|___|___|
|Electricity |___|___|___|___|___|___|___|___|___|___|___|___|
|Telephone |___|___|___|___|___|___|___|___|___|___|___|___|
|Water |___|___|___|___|___|___|___|___|___|___|___|___|
|Homeowners insurance|___|___|___|___|___|___|___|___|___|___|___|___|
|Auto insurance |___|___|___|___|___|___|___|___|___|___|___|___|
|Disability insurance|___|___|___|___|___|___|___|___|___|___|___|___|
|Medical insurance |___|___|___|___|___|___|___|___|___|___|___|___|
|Life insurance |___|___|___|___|___|___|___|___|___|___|___|___|
|Real estate taxes |___|___|___|___|___|___|___|___|___|___|___|___|
|Income taxes |___|___|___|___|___|___|___|___|___|___|___|___|
|Other taxes |___|___|___|___|___|___|___|___|___|___|___|___|
|Auto loan |___|___|___|___|___|___|___|___|___|___|___|___|
|Loan repayment |___|___|___|___|___|___|___|___|___|___|___|___|
|Other debt |___|___|___|___|___|___|___|___|___|___|___|___|
|Other |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|TOTAL FIXED_________|___|___|___|___|___|___|___|___|___|___|___|___|
[YEARLY ACCOUNT OF EXPENSES]
======================================================================
|FLEXIBLE EXPENSES |JAN|FEB|MAR|APR|MAY|JUN|JUL|AUG|SEP|OCT|NOV|DEC|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Food |___|___|___|___|___|___|___|___|___|___|___|___|
|Clothing |___|___|___|___|___|___|___|___|___|___|___|___|
|Laundry/cleaning |___|___|___|___|___|___|___|___|___|___|___|___|
|Home supplies |___|___|___|___|___|___|___|___|___|___|___|___|
|Toiletries |___|___|___|___|___|___|___|___|___|___|___|___|
|Magazines |___|___|___|___|___|___|___|___|___|___|___|___|
|Recreation/entert. |___|___|___|___|___|___|___|___|___|___|___|___|
|Travel/vacations |___|___|___|___|___|___|___|___|___|___|___|___|
|Gifts |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Household Maint. |___|___|___|___|___|___|___|___|___|___|___|___|
|Gardening/grounds |___|___|___|___|___|___|___|___|___|___|___|___|
|Repairs |___|___|___|___|___|___|___|___|___|___|___|___|
|Home furnishings |___|___|___|___|___|___|___|___|___|___|___|___|
|Appliances |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Transportation |___|___|___|___|___|___|___|___|___|___|___|___|
|Fuel |___|___|___|___|___|___|___|___|___|___|___|___|
|Repairs |___|___|___|___|___|___|___|___|___|___|___|___|
|Commute/parking |___|___|___|___|___|___|___|___|___|___|___|___|
|Other |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Children's expense |___|___|___|___|___|___|___|___|___|___|___|___|
|Allowances |___|___|___|___|___|___|___|___|___|___|___|___|
|Lessons |___|___|___|___|___|___|___|___|___|___|___|___|
|Recreation |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Education |___|___|___|___|___|___|___|___|___|___|___|___|
|Tuition |___|___|___|___|___|___|___|___|___|___|___|___|
|Room and board |___|___|___|___|___|___|___|___|___|___|___|___|
|Books and supplies |___|___|___|___|___|___|___|___|___|___|___|___|
|Travel |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Medical expenses |___|___|___|___|___|___|___|___|___|___|___|___|
|Doctor |___|___|___|___|___|___|___|___|___|___|___|___|
|Dentist |___|___|___|___|___|___|___|___|___|___|___|___|
|Opthamologist |___|___|___|___|___|___|___|___|___|___|___|___|
|Drugs |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Contributions |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|Savings |___|___|___|___|___|___|___|___|___|___|___|___|
| |___|___|___|___|___|___|___|___|___|___|___|___|
|TOTAL FLEXIBLE |___|___|___|___|___|___|___|___|___|___|___|___|
|TOTAL FIXED |___|___|___|___|___|___|___|___|___|___|___|___|
|TOTAL EXPENSES |___|___|___|___|___|___|___|___|___|___|___|___|
|NET INCOME |___|___|___|___|___|___|___|___|___|___|___|___|
|PROFIT (LOSS)_______|___|___|___|___|___|___|___|___|___|___|___|___|
%@AE@%
%@AB@%%@3@%Financial profile%@EH@%%@KW:profile@%
============================================================================
CHECKING ACCOUNTS, SAVINGS ACCOUNTS, CREDIT UNION ACCOUNTS, OTHER CASH
ACCOUNTS
Institution Type # of Acct. Int. Current Bal. Owned By Location of
Rate Passbooks
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
MONEY MARKET FUNDS, CERTIFICATES OF DEPOSIT, TREASURY BILLS AND NOTES
Institution Type # of Acct. Int. Current Bal. Owned By Location of
Rate Passbooks
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
____________ _______________ ____ ____________ __________ ____________
SECURITIES
Stocks and Mutual Funds:
# of Company Purchase Cost Current Owned Location of Annual
Shares Date Value By Stock Cert. Income
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
______ __________ _________ _____ ______ ______ ___________ _______
Bonds: Corporate and Municipal
Face Company Purch. Matur. Total Int Current Owned Locat.
Amount Date Date Cost Rate Value By of book
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
______ _________ ______ ______ ______ ____ _______ _______ _______
REAL ESTATE (RESIDENCE, RECREATIONAL, INCOME PROPERTY)
Location Purchase Cost Current
Date Market Value
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________
_______________________ __________ _____________ __________________
%@AE@%
%@AB@%%@3@%Income sources%@EH@%%@KW:sources@%
EARNED INCOME HUSBAND WIFE OTHER TOTAL MONTHLY
| | | | | | |
| Salary and wages___|________|________|________|________|_________|
| | | | | | |
| Self-employment____|________|________|________|________|_________|
| | | | | | |
| Bonus______________|________|________|________|________|_________|
| | | | | | |
| INVESTMENT INCOME__|________|________|________|________|_________|
| | | | | | |
| Interest on savings|________|________|________|________|_________|
| | | | | | |
| Interest from bonds|________|________|________|________|_________|
| | | | | | |
| Dividends__________|________|________|________|________|_________|
| | | | | | |
| Rental income______|________|________|________|________|_________|
| | | | | | |
| Trust income_______|________|________|________|________|_________|
| | | | | | |
| PENSIONS/ANNUITIES_|________|________|________|________|_________|
| | | | | | |
| Social Security____|________|________|________|________|_________|
| | | | | | |
| Employers's pension|________|________|________|________|_________|
| | | | | | |
| IRA________________|________|________|________|________|_________|
| | | | | | |
| Other______________|________|________|________|________|_________|
| | | | | | |
| OTHER INCOME_______|________|________|________|________|_________|
| | | | | | |
| Gifts | | | | | |
| Unemployment, | | | | | |
| disability insur.__|________|________|________|________|_________|
| | | | | | |
| Alimony/child sppt.|________|________|________|________|_________|
| | | | | | |
| Other______________|________|________|________|________|_________|
| | | | | | |
| GROSS INCOME_______|________|________|________|________|_________|
====================================================================
DEDUCTIONS
====================================================================
EARNED INCOME HUSBAND WIFE OTHER TOTAL MONTHLY
| | | | | | |
|TAXES_______________|________|________|________|________|_________|
| | | | | | |
|Federal_____________|________|________|________|________|_________|
| | | | | | |
|State_______________|________|________|________|________|_________|
| | | | | | |
|Local_______________|________|________|________|________|_________|
| | | | | | |
|SOCIAL SECURITY | | | | | |
|CONTRIBUTION TO | | | | | |
|BENEFITS____________|________|________|________|________|_________|
| | | | | | |
|OTHER_______________|________|________|________|________|_________|
| | | | | | |
|NET INCOME__________|________|________|________|________|_________|
%@AE@%
%@AB@%%@3@%Net worth form%@EH@%%@KW:networth@%
Year __________________________
===========================================================================
Assets
Cash on hand $______________ $______________ $______________
Bank accounts (checking
and savings) ______________ ______________ ______________
Credit union account ______________ ______________ ______________
Savings & loan accounts ______________ ______________ ______________
Other savings accounts ______________ ______________ ______________
House, market value ______________ ______________ ______________
Other real estate ______________ ______________ ______________
Household furnishings ______________ ______________ ______________
Automobiles (blue book
value) ______________ ______________ ______________
Life insurance, cash value ______________ ______________ ______________
Stocks and bonds, current
value ______________ ______________ ______________
Profit-sharing or
retirement plans ______________ ______________ ______________
U.S. Savings Bonds ______________ ______________ ______________
Money owed you ______________ ______________ ______________
Other assets/investments ______________ ______________ ______________
Personal property ______________ ______________ ______________
TOTAL ASSETS ______________ ______________ ______________
Obligations
Mortgages, balance due $______________ $______________ $______________
Other loans
(bank, credit union) ______________ ______________ ______________
Installment debts, balance
due ______________ ______________ ______________
Credit cards, balance due ______________ ______________ ______________
Charge accounts, owed ______________ ______________ ______________
Other debts ______________ ______________ ______________
Insurance premiums due ______________ ______________ ______________
Taxes owed ______________ ______________ ______________
Other current bills ______________ ______________ ______________
TOTAL DEBTS ______________ ______________ ______________
NET WORTH
(assets minus debts) $______________ $______________ $______________
%@AE@%
%@AB@% %@2@%Home/Auto%@EH@% %@AE@%
%@AB@%%@3@%Household goods inventory%@EH@%%@KW:invento@%
Date of inventory:
________________________
Revised:________________
Revised:________________
Name______________________________________________Revised:________________
Revised:________________
Address___________________________________________Revised:________________
===========================================================================
LIVING ROOM
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________| Books |___________|_______________|______________|
|__________| Bookcases |___________|_______________|______________|
|__________| Bric-a-brac |___________|_______________|______________|
|__________| Cabinets |___________|_______________|______________|
|__________| Chairs |___________|_______________|______________|
|__________| Clocks |___________|_______________|______________|
|__________| Couch |___________|_______________|______________|
|__________| Curtains |___________|_______________|______________|
|__________| Desk |___________|_______________|______________|
|__________| Fireplace equip. |___________|_______________|______________|
|__________| Lamps |___________|_______________|______________|
|__________| Mirrors |___________|_______________|______________|
|__________| Musical instrument|___________|_______________|______________|
|__________| Stereo equipment |___________|_______________|______________|
|__________| Records, tapes |___________|_______________|______________|
|__________| Piano |___________|_______________|______________|
|__________| Radio |___________|_______________|______________|
|__________| Rugs |___________|_______________|______________|
|__________| Tables |___________|_______________|______________|
|__________| Television |___________|_______________|______________|
|__________| VCR |___________|_______________|______________|
|__________| Wallshelves |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
HALLS
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Bric-a-brac |___________|_______________|______________|
|__________|Cabinets |___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|Clocks |___________|_______________|______________|
|__________|Closet/contents |___________|_______________|______________|
|__________|Curtains |___________|_______________|______________|
|__________|Lamps |___________|_______________|______________|
|__________|Mirrors |___________|_______________|______________|
|__________|Pictures |___________|_______________|______________|
|__________|Rugs |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
DINING ROOM
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Bric-a-brac |___________|_______________|______________|
|__________|Buffet |___________|_______________|______________|
|__________|Cabinets |___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|China |___________|_______________|______________|
|__________|Clocks |___________|_______________|______________|
|__________|Curtains |___________|_______________|______________|
|__________|Lamps |___________|_______________|______________|
|__________|Mirrors |___________|_______________|______________|
|__________|Pictures |___________|_______________|______________|
|__________|Rugs |___________|_______________|______________|
|__________|Silverware |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|Table linen |___________|_______________|______________|
|__________|Wallshelves |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
KITCHEN
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Cabinets |___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|Clocks |___________|_______________|______________|
|__________|Closets/contents |___________|_______________|______________|
|__________|Electric appliances|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Floor covering |___________|_______________|______________|
|__________|Utensils |___________|_______________|______________|
|__________|Radio |___________|_______________|______________|
|__________|Refrigerator |___________|_______________|______________|
|__________|Stove |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|Television |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
MASTER BEDROOM
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Bedding |___________|_______________|______________|
|__________|Beds |___________|_______________|______________|
|__________|Books |___________|_______________|______________|
|__________|Bookcases |___________|_______________|______________|
|__________|Bric-a-brac |___________|_______________|______________|
|__________|Bureaus/contents |___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|Chests |___________|_______________|______________|
|__________|Closets/contents |___________|_______________|______________|
|__________|Curtains |___________|_______________|______________|
|__________|Desk |___________|_______________|______________|
|__________|Dressers/contents |___________|_______________|______________|
|__________|Dressing tables |___________|_______________|______________|
|__________|Lamps |___________|_______________|______________|
|__________|Mattresses |___________|_______________|______________|
|__________|Mirrors |___________|_______________|______________|
|__________|Pictures |___________|_______________|______________|
|__________|Sound equipment |___________|_______________|______________|
|__________|Rugs |___________|_______________|______________|
|__________|Springs |___________|_______________|______________|
|__________|Television |___________|_______________|______________|
|__________|VCR |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|Wallshelves |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
BEDROOM TWO
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Bedding |___________|_______________|______________|
|__________|Beds |___________|_______________|______________|
|__________|Books |___________|_______________|______________|
|__________|Bookcases |___________|_______________|______________|
|__________|Bric-a-brac |___________|_______________|______________|
|__________|Bureaus |___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|Chests |___________|_______________|______________|
|__________|Clocks |___________|_______________|______________|
|__________|Closet/contents |___________|_______________|______________|
|__________|Curtains |___________|_______________|______________|
|__________|Desk |___________|_______________|______________|
|__________|Dressers/contents |___________|_______________|______________|
|__________|Dressing table |___________|_______________|______________|
|__________|Lamps |___________|_______________|______________|
|__________|Mattresses |___________|_______________|______________|
|__________|Mirrors |___________|_______________|______________|
|__________|Pictures |___________|_______________|______________|
|__________|Stereo equipment |___________|_______________|______________|
|__________|Rugs |___________|_______________|______________|
|__________|Springs |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|Wallshelves |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
BEDROOM THREE
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________| Bedding |___________|_______________|______________|
|__________| Beds |___________|_______________|______________|
|__________| Books |___________|_______________|______________|
|__________| Bookcases |___________|_______________|______________|
|__________| Bric-a-brac |___________|_______________|______________|
|__________| Bureaus/contents |___________|_______________|______________|
|__________| Chairs |___________|_______________|______________|
|__________| Chests/contents |___________|_______________|______________|
|__________| Clocks |___________|_______________|______________|
|__________| Closet/contents |___________|_______________|______________|
|__________| Curtains |___________|_______________|______________|
|__________| Desk |___________|_______________|______________|
|__________| Dressers/contents |___________|_______________|______________|
|__________| Dressing table |___________|_______________|______________|
|__________| Lamps |___________|_______________|______________|
|__________| Mattresses |___________|_______________|______________|
|__________| Mirrors |___________|_______________|______________|
|__________| Pictures |___________|_______________|______________|
|__________| Stereo equipment |___________|_______________|______________|
|__________| Rugs |___________|_______________|______________|
|__________| Springs |___________|_______________|______________|
|__________| Tables |___________|_______________|______________|
|__________| Wallshelves |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
BATHROOM
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Cabinets/contents |___________|_______________|______________|
|__________|Appliances |___________|_______________|______________|
|__________|Linens |___________|_______________|______________|
|__________|Scales |___________|_______________|______________|
|__________|Toilet articles |___________|_______________|______________|
|__________|Towels |___________|_______________|______________|
|__________|Health equipment |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
BASEMENT
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Food stores |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Mangle |___________|_______________|______________|
|__________|Washer/dryer |___________|_______________|______________|
|__________|Other laundry equip|___________|_______________|______________|
|__________|Dehumidifier |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Hand tools |___________|_______________|______________|
|__________|Power tools |___________|_______________|______________|
|__________|Workbench |___________|_______________|______________|
|__________|Other equipment |___________|_______________|______________|
|__________|Supplies |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Chairs |___________|_______________|______________|
|__________|Piano |___________|_______________|______________|
|__________|Radio |___________|_______________|______________|
|__________|Rugs |___________|_______________|______________|
|__________|Tables |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Fuel |___________|_______________|______________|
|__________|Heating units |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|Trunks and contents|___________|_______________|______________|
|__________|Other storage |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
ATTIC
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Furniture |___________|_______________|______________|
|__________|Trunks and contents|___________|_______________|______________|
|__________|Other storage |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
GARAGE
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|Auto equipment |___________|_______________|______________|
|__________|Garden tools |___________|_______________|______________|
|__________|Lawn furniture |___________|_______________|______________|
|__________|Other tools |___________|_______________|______________|
|__________|Storage |___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
===========================================================================
MISCELLANEOUS
===========================================================================
| Number | | Date | | |
| of Items | Item | Purchased | Cost | Present Value|
|----------|-------------------|-----------|---------------|--------------|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
|__________|___________________|___________|_______________|______________|
%@AE@%
%@AB@%%@3@%Auto maintenance schedule%@EH@%%@KW:auto@%
Mileage Maintenance Date Completed
Weekly |_________|_____________|_____________|
Check fuel level |_________|_____________|_____________|
Check lights (high/low beam)|_________|_____________|_____________|
Check turn signals |_________|_____________|_____________|
Check brake warning light |_________|_____________|_____________|
Check tire pressure |_________|_____________|_____________|
Check for fluid leaks |_________|_____________|_____________|
Check oil level |_________|_____________|_____________|
Check coolant |_________|_____________|_____________|
Check lights and windows |_________|_____________|_____________|
| | | |
Monthly (or every 1,000 miles) | | |
Add battery water, if needed|_________|_____________|_____________|
Add power steering fluid |_________|_____________|_____________|
Check drive belts |_________|_____________|_____________|
Top windshield wiper fluid |_________|_____________|_____________|
Check transmission fluid |_________|_____________|_____________|
| | | |
Every six months (or every 6,000 miles) | |
Change engine oil and filter|_________|_____________|_____________|
Lubricate chassis, door lock|_________|_____________|_____________|
Check fuel filter |_________|_____________|_____________|
Check fluid level, manual | | | |
transmission |_________|_____________|_____________|
Check clutch pedal, adjust |_________|_____________|_____________|
Check headlight aim |_________|_____________|_____________|
Rotate tires |_________|_____________|_____________|
Check alignment |_________|_____________|_____________|
AUTO MAINTENANCE SCHEDULE
Mileage Maintenance Date Completed
Every twelve months (or every 12,000 miles) | |
Check engine oil and filter |_________|_____________|_____________|
Check brake fluid |_________|_____________|_____________|
Inspect brakes, adjust | | | |
parking brake |_________|_____________|_____________|
Repack wheel bearings |_________|_____________|_____________|
Check front wheel drive axle| | | |
boots |_________|_____________|_____________|
Tune engine |_________|_____________|_____________|
Check emission controls |_________|_____________|_____________|
Check air conditioner |_________|_____________|_____________|
Check carburetor or fuel | | | |
injection |_________|_____________|_____________|
Wash underbody to remove | | | |
winter salt |_________|_____________|_____________|
| | | |
Every two years (or 24,000 miles) | | |
Replace spark plugs |_________|_____________|_____________|
Replace PCV valve |_________|_____________|_____________|
Check all hoses |_________|_____________|_____________|
Replace auto transmission | | | |
fluid and filter |_________|_____________|_____________|
Replace oil in manual | | | |
transmission,differential|_________|_____________|_____________|
Replace brake fluid |_________|_____________|_____________|
Check compression |_________|_____________|_____________|
Replace fuel filter |_________|_____________|_____________|
Check engine cylinder head | | | |
cover for oil leaks |_________|_____________|_____________|
Check brake linings and pads|_________|_____________|_____________|
Front axle-check seals on | | | |
ball joints and tie rods |_________|_____________|_____________|
%@AE@%
