Chapter 1
1. The chapter focuses on internal reports—employee to manager and manager to subordinates. Therefore, the subsequent discussion of form reports purposely omits forms for collecting user information at your organization’s website.
2. Smith (2015); Reyes (2017).
3. Create a fillable form (n.d.).
4. Rosenblatt (2014); Secret of Good Forms (n.d.); 3 common mistakes (2013); Input/Output & Forms Design (n.d.).
5. Clippinger (2016).
6. Clippinger (2016).
7. Clippinger (2017).
8. Shwom and Snyder (2014, p. 328).
9. Goudreau (2015).
10. Jovin (2012).
11. Galbornetti (2012).
12. Nassar (2015).
13. Earned Value Tutorial (n.d.).
14. Sharma (2017).
15. Chung (2017).
16. Chung (2017).
17. Larson and Gray (2017).
18. Scott (2016).
19. Verzuh (2015).
20. “Progress, plans, problems” (2014); “PPP: Progress, Plans, Problems . . .” (2018).
21. Gibbon (2013); “PPP: Progress, Plans, Problems . . .” (2018).
22. Gibbon (2013).
23. Gibbon (2013).
24. Lay (2015).
25. “PPP: Progress, Plans, Problems . . .” (2018).
26. Stakeholder (n.d.).
27. “Progress, Plans, and Problems” (2013).
28. Kaljundi (n.d.).
29. Fanning (2017).
30. Fanning (2017).
31. “Top 50 Prepositions” (n.d.).
32. “How to Create a Meeting Agenda” (n.d.).
33. Falconer (2015).
34. Gaur (2017).
35. Gaur (2017).
36. Formal Meeting (2013).
37. “What Type of Meeting should a Group use—Formal, Informal, or Semi-Formal” (2012).
38. “How to Create a Meeting Agenda” (n.d.); Falconer (2015); Staley (2016); Jensen (2017).
39. Bryant (n.d.).
40. McCarthy (2017).
41. McNamara (2010).
42. Harvard Business Review (2016).
43. Herold (2016).
44. Williams (2017).
45. Akalp (2014); “How to Take Productive Meeting Minutes” (2016); “How to Write Meeting Minutes” (2017).
46. “Meeting Minutes Formats” (n.d.).
47. “Art of Taking Minutes, The” (n.d.).
48. “The Insider’s Guide to Effective Meetings (2013); How to Write Meeting Minutes (2017); action item (n.d.); and How to Take Productive Meeting Minutes” (2016).
49. “Supplemental Reporting and Scheduling Templates: Meeting Summary” (n.d.).
50. “How to Write Meeting Minutes (2017); Art of Taking Minutes” (n.d.); Pratt (n.d.); “Tips for Excellent Minute Taking” (n.d.); and McKay (2017).
51. “Welcome to Abbreviations.com” (n.d.).
52. “Robert’s Rules of Order” (2017).
53. Robert, Honemann, and Balch with contributors Seabold and Gerber (2011).
54. “Introduction to Robert’s Rules of Order” (2017).
55. Dockweiler (n.d.).
56. “You Waste a Lot of Time at Work” (2017).
Chapter 2
1. “How do you write an interview summary?” (n.d.).
2. Clippinger (2017).
3. “Focus Group” (2017); “Online Focus Group” (2016).
4. O’Brien (n.d.).
5. Shwom and Snyder (2014, pp. 159–76); Masters (n.d.); Magher (n.d.); Latham (2017); Kemp (2014); McCreery (2018); Goins (2011); Bovee (2017).
6. “About PR” (2012); “Public Relations” (n.d.); “Publicity” (n.d.); “Public Relations” (2017).
7. Duncan (2017).
8. Ferreira (2015).
9. Tapia (2017d).
10. Fleishman (2017); “Rebranding” (2017).
11. Fleishman (2017); Marx (2017); “wiki How to Write a Press Release” (2017).
12. “wiki How to Write a Press Release” (2017); Marx (2017); Fleishman (2017).
13. Definitions for the Three Terms (Buzzwords, Hype, and Jargon) adapted from Merriam-Webster Unabridged.
14. Clippinger (2017, pp. 82–86).
15. “Boilerplate text” (2017).
16. Orencia (2017).
17. Paula et al. (2018).
18. “Video News Release” (2017); Roland (2006); “Ethics in Public Relations” (n.d.).
19. Good (2008); Vincx (2014); Dickinson (n.d.); “Social Media Releases – Helpful Resources” (n.d.); Clippinger (2017, pp. 53–58).
20. “Fact Sheet” (2017); Nagy (2012); Tapia (2017c); Tapia (2017d).
21. Tapia (2017a, b, and d); B2B Tech Writer Nagy (2012); “Press Kit Elements that Work”(2006); Kennedy (2010); Nagy (2012); “Writing a Company Backgrounder” (n.d.).
22. Tapia (2017b and d); “Press Kit Elements that Work” (2006); Kennedy (2010); B2B Tech Writer (2012).
23. Paula et al. (2018).
24. Vincx (n.d.).
25. Content Marketing Institute (2016).
26. “What Is Content Marketing?” (n.d.).
27. “Visualizing Time: Beyond the Line Chart” (2015).
28. “Visualizing Time: Beyond the Line Chart” (2015).
29. “8 Tips for Building a Social Business” (2014).
30. Graham (n.d.c).
31. “White Paper” (n.d.).
32. Sailer (2017); Moore (2016); Anderson (n.d.); “What is a Landing Page?” (n.d.); Whitepaper (n.d.); Mosenson (2016); Kolowich (2017).
33. Sailer (2017); Ferrara (2013); Graham (n.d.a); Graham (n.d.b); Kantor (2015).
34. Clippinger (2016, pp. 75–83).
35. Clippinger (2018, pp. 103–05).
36. Clippinger (2018, pp. 108–10).
37. Kandler (2015); Graham (n.d.a).
38. Clippinger (2016, 101–28).
39. Null (2013).
40. McFarland (2017).
41. “Abstract and Executive Summary” (2009); “How to Write a Summary in 8 Easy Steps” (n.d.).
42. Clippinger (2018, pp. 141–58).
43. Getting an Overview (n.d.).
44. Aron (2011); Foster (2005); “Abstract and Executive Summary” (2009); Greenhall (n.d.); “Executive Summary” (2017).
45. Cox, Bobrowski, and Maher (2003); Greenhall (n.d.); Foster (2005).
Chapter 3
1. Anderson (n.d.g).
2. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).
3. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).
4. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).
5. “How to Do Simple Process Mapping” (n.d.); Pommer (2017).
6. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).
7. “What does _____ stand for?” (n.d.)
8. Kuiper (2009); Anderson (n.d.f).
9. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).
10. Anderson (n.d.h).
11. “ISO 9000 family—Quality management” (n.d.).
12. “About iSixSigma” (2012).
13. “Is Your Organization SOX Compliant for 2018?” (2018).
14. “Answers: Is it a Policy, Process, Procedure, or Work Instruction?” (n.d.).; Flick (n.d.a, b); Anderson (n.d.d, h); “How to Write Your First Procedure” (n.d.); Sweeny (2004); Pommer (2017); “How to Write a Standard Operating Procedure” (2018).
15. Ringel (2018).
16. “How are Employee Manuals and Operations Manuals Different?” (2017); “Give Your Employee Manual a Facelift” (n.d.).
17. Heathfield (2017a); Heathfield (2017c); “Main Components of an Employee Handbook” (2017); Murray (2018).
18. “Employee Handbook” (2018); “How to Write an Employee Handbook” (2018); Flanigan (2017).
19. Heathfield (2017b).
20. “State Requirements” (n.d.).
21. “Avoiding Booby Traps in Drafting Employee Manuals” (1996).
22. Heathfield (2018).
23. Smith (2016).
24. Grosdidier (2018).
25. “Policies and Procedures Manual Template Solutions” (n.d.).
26. “Free Policy and Procedure Template” (n.d.).
27. “12 Policy and Procedure Templates to Download” (n.d.).
28. Kuiper (2009, p. 454); Jensen (2007); Morin (n.d.).
29. Grosdidier (2018).
30. Anderson (n.d.b); “How to Start a Wiki” (2018).
31. “How to Start a Wiki” (2018)
32. “Policy and Procedures Management Software” (n.d.).
33. Kuiper (2009); Anderson (n.d.a); Anderson (n.d.c).
Appendix A
1. Clippinger (2017); Evans (n.d.); Shwom and Snyder (2014, p. 103); Vannest (n.d.); and TWL Team (2013).
2. Singla (2018).