Index
A
- abstract nouns, 480–481
- acceptance criteria (scope statement), 284
- Account setting (LinkedIn Settings & Privacy page), 376
- accountability (financial reporting), 98
- accounting
- balance sheet
- accounting equation, 56
- book values, 77–78
- capital, 74–76
- current and quick ratios, 63–64
- current assets and liabilities, 62–63
- debt, 74–76
- liquidity, 61–64
- market values, 77–78
- overview, 55–56
- presenting, 57–61
- relative sizes of assets and liabilities, 68–74
- solvency, 61–64
- transactions, 64–67
- financial reporting
- acid-test ratio, 113–114
- auditor’s report, 118–121
- book value, 110
- book value per share, 111–112
- cash flow ratios, 116
- current ratio, 112–113
- dividend yield ratio, 109–110
- earnings per share, 106–108
- footnotes, 117
- gross margin ratio, 105–106
- investment options, 99–101
- market value, 110
- overview, 97–98
- P/E ratio, 108–109
- private companies, 101
- profit ratio, 106
- public companies, 101–102
- ratios, 102–117
- ROA ratio, 114–115
- ROE ratio, 112
- rules for, 98–99
- financial statements
- accounting and financial reporting standards, 24–29
- accuracy of, 22–23
- balance sheet, 13–17
- cash distributions from profit, 24
- cash flow, 21–22
- evaluating profit performance, 20–21
- income statement, 10–13
- overview, –10
- statement of cash flows, 17–19
- statement of changes in shareowners’ equity, 20
- income statement
- active reader of, 38–40
- assets, 45–47
- deconstructing profit, 40–45
- expenses, 47–51
- gross margin, 37
- investment business, 35–36
- liabilities, 45, 47–51
- minus signs, 36
- misconceptions, 53
- misleading reports, 54
- net income, 36–37
- operating costs, 37–38
- overview, 31–32
- product-oriented business, 32–34
- revenue, 45–47
- sales revenue, 37
- service-oriented business, 34–35
- unusual gains and losses, 51–53
- statement of cash flows
- active reader of, 93–94
- direct method of reporting, 81–82
- financing activities, 92–93
- free cash flow, 94–95
- indirect method of reporting, 83–84
- investing activities, 91
- limitations of, 95–96
- overview, 79–81
- variance between cash flow and net income, 84–90
- accounting (fiscal) year, 64
- accounting and financial reporting standards
- cooking the books, 29
- defined,
- FASB, 25
- GAAP, 26–29
- IASB, 25
- income smoothing, 29
- massaging the numbers, 29
- overview, 24–25
- private companies, 27–28
- public companies, 27–28
- SEC, 25
- accounting equation, 14–15, 56. See also assets; liabilities
- accounts payable, 42, 50
- accounts receivable, 46, 69, 85–86
- accrual basis accounting, 46, 81
- accrued expenses payable account, 50
- accumulated depreciation, 48, 70
- accumulated depreciation account (contra account), 88
- achieved power, 281
- acid-test (quick; pounce) ratio, 64, 113–114
- action verbs, 482–483, 505–507
- active job seekers, 444
- Active Jobs screen (LinkedIn), 439–440
- active listening, 338–339
- active readers
- of income statement, 38–40
- of statement of cash flows, 93–94
- activities. See also financing activities; investing activities; operating activities
- defined, 318
- titling, 315–316
- ad creative, defined, 565
- ad hoc team meetings, 352
- adjectives, proper use of, 510–512
- Advanced Search (LinkedIn), 444
- adverbs, proper use of, 510–512
- adverse opinion (auditor’s report), 119
- advertising, 436–439, 568
- affinity diagrams, 163
- After state (digital marketing), 567
- after-action (after-project) review, 174
- aggregate plans
- capacity plan, 146
- demand forecast, 146
- master schedule, 147–148
- overview, 143–145
- production plan, 147
- allowable payback period, 254
- Alumni window (LinkedIn), 399–400
- Amazon, 596
- amortization expense, 73, 89
- anecdotes, using in business writing, 460
- annual promotional plan (email marketing), 647–648
- ascension offers
- content marketing, 616
- email marketing, 654
- ascension stage (customer journey), 573–574
- ascribed power, 281
- assessments
- benefit-cost analysis, 253–254
- digital marketing, 587
- asset turnover ratio, 67
- assets
- balance sheet, 14, 15
- current, 62–63, 86–87
- fixed
- defined, 15
- depreciation, 48, 70
- salvage value, 91
- income statement, 45–47
- intangible, 71
- inventory,
- net operating, 115
- receivables,
- relative sizes of, 68–74
- revenue and expense effects on, 41–44
- turning over, 67
- writing off, 52
- assumptions
- decision-making, 200–201
- financial accounting, 29
- project management, 252, 305–306
- scope statement, 284
- WBS and, 314–315
- audience (reader profiling), 450, 452–457
- audience analysis (email), 544–546
- audience list
- audience list template, 272–274
- categorizing groups, 265–266
- displaying, 278–279
- end users, 267–268
- maintaining up-to-date, 268–270
- overview, 264–265
- purpose of, 266
- support groups, 267
- audit judgment failure, 121
- auditing blog posts
- categorizing topics, 639–640
- conclusion, 638–639
- delivering on promise, 640
- easy-to-consume content, 636–637
- exceptional headlines, 634–635
- goals, 637–638
- introduction, 635–636
- professional consistency, 640
- quality media, 638
- SEO, 639
- auditor’s report
- adverse opinion, 119
- clean opinion, 119–120
- fraud, 120–121
- modified opinion, 120
- overview, 118–119
- authentic tone (business writing), 463
- authority
- leadership versus, 235–237
- project audience, 279–281
- average labor utilization metric, 131
- awareness, generating, 568–569
- awareness stage (marketing funnel), 602. See also TOFU content marketing
B
- B2B (business to business), 577
- B2C (business to consumer), 577
- baby boomers, 451
- balance sheet
- accounting equation, 14–15, 56
- acid-test ratio, 64
- assets, 14, 15, 62–63, 68–74
- book values, 77–78
- capital, 74–76
- current ratio, 64
- debt, 74–76
- external, 61
- initial reading of, 59–60
- internal, 61
- liabilities, 14, 15, 62–63, 68–74
- liquidity, 61–64
- market values, 77–78
- overview, 13, 55–56
- presenting, 57–61
- solvency, 61–64
- tips for, 15–17
- transactions, 64–67
- bankruptcy, 61, 76
- basic EPS, 107
- Before state (digital marketing), 567
- benchmarking (DMAIC process), 162
- beneficiaries (project), 289–290
- benefit subject lines (email), 659
- benefit-cost analysis, 253–254
- benefits, highlighting in business writing, 459
- Berkshire Hathaway, 113
- bias, decision-making and, 212
- big data, defined, 198
- big-picture review (business writing), 495–496, 529–530
- bill of materials (BOM), 148
- Bing, 617
- black belts (Six Sigma), 160
-
Blink (Gladwell), 179
- blogging
- auditing blog posts
- categorizing topics, 639–640
- conclusion, 638–639
- delivering on promise, 640
- easy-to-consume content, 636–637
- exceptional headlines, 634–635
- goals, 637–638
- introduction, 635–636
- professional consistency, 640
- quality media, 638
- SEO, 639
- blog-publishing process
- brainstorming, 622–625
- content creators, 626–630
- content segments, 625–626
- copyediting, 631
- editing first draft, 630
- content marketing versus, 600
- headlines, 631–633
- overview, 621–622
- TOFU content marketing, 604
- Blue Apron company, 598
- Body Language For Dummies, rd Edition (Kuhnke), 450
- BOFU (bottom of funnel) content marketing
- comparisons, 609
- customer stories, 609
- demos, 609
- mini-classes, 609
- overview, 608
- Salesforce, 610
- spec sheets, 609
- webinars, 609
- bold type, 486, 555
- BOM (bill of materials), 148
- book value, 16, 49, 77–78, 110
- book value per share, 111–112
- books, for deep-discount offers, 591
- bottlenecks
- increasing process capacity, 139–140
- overproduction, 138–139
- overview, 137–138
- bottom line. See net income
- bottom of funnel content marketing. See BOFU content marketing
- bounce rate (email), 665
- boxes, choosing for readability, 488–489
- brainstorming
- blog-publishing process, 622–625
- blogs, 622–625
- for business writing, 454–455
- content marketing, 615
- DMAIC process, 163
- WBS, 324–325
- brand (LinkedIn), 363–364
- brand advocates, 574
- brand promoters, 574
- break points (WBS), 320–321
- BriteVerify company, 665
- broadcast emails, 645
- Brousseau, Kenneth, 179
- bubble-chart format (WBS), 329–330
- Buffett, Warren, 10, 113, 455
- bulleted lists, 519–521, 554
- bullying, 241
- bundles (monetization offers), 597
- business requirements document, 285
- business to business (B2B), 577
- business to consumer (B2C), 577
- business writing
- editing
- action verbs, 505–507
- avoiding common mistakes, 521–522
- big-picture review, 495–496, 529–530
- clichés, 510
- inflection, 498
- jargon, 508–510
- language, 496–498
- marking printouts, 492–493
- modifiers, 510–512
- non-contributing words, 502–504
- objectivity, 494
- on-screen, 493
- organizing document, 513–521
- overused suffixes, 499–502
- overview, 491–492
- passive verbs, 507
- prepositions, 502
- proofreading, 530–533
- read-aloud method, 497–498
- tracking changes, 493–494
- email
- audience analysis, 544–546
- closing, 550–551
- conciseness, 552–553
- deciding on content, 546
- graphic techniques, 553–555
- leads, 541–542
- length, 552
- limitations of, 551
- overview, 535–537
- salutations/greetings, 540–541
- signature block, 555
- structuring content, 548–549
- subject lines, 538–540
- tone, 546–548, 552
- writing with purpose, 543–544
- grammar pitfalls, 527
- graphic techniques, 485–489
- matching nouns and pronouns, 524–525
- organizing document
- lists, 518–521
- overview, 513–514
- paragraphing, 514–515
- subheads, 515–516
- transitions, 516–518
- overview, 521–522
- planning messages
- audience, 450, 452–457
- brainstorming, 454–455
- connecting with reader, 457–458
- defining goal of, 448–450
- for groups, 455
- highlighting benefits, 459
- limiting hyperbole, 460
- plan-draft-edit principle, 447–448
- providing proof, 461
- relationship-building techniques, 465–468
- tone, 461–465
- using examples, 460
- using stories and anecdotes, 460
- using visuals, 460
- visualizing readers, 455–456
- WIIFM and, 458–459
- prepositions, 528
- use of and or but, 528
- use of commas, 522–523
- use of however, 523–524
- vocabulary guidelines
- abstract nouns, 480–481
- action verbs, 482–483
- concrete nouns, 480–481
- everyday words and phrasing, 478–479
- reader-friendly words, 479–480
- use of comparisons, 483–484
- which versus that, 525–526
- who versus that, 526–527
- who versus whom, 526–527
- writing style
- clarity and simplicity, 470–471
- conversational tone, 476–478
- overview, 469–470
- readability, 471–474
- rhythm, 474–476
- buyer persona. See customer avatar
- Buzan, Tony, 211
- Buzzfeed, 625
- BuzzSumo, 623
C
- call to action (CTA), 637–638
- campaign plan (content marketing)
- ascension offers, 616
- brainstorming, 615
- channels, 616
- customer avatars, 614, 615
- overview, 614–615
- vehicle of content, 616
- canned invitations (LinkedIn), 407–408
- cap (capitalization), defined, 107
- capacity plan (aggregate plans), 146
- capital, defined, 74–76
- capital accounts, 110
- capital expenditures, 65, 91
- capital intensive, 57
- capital utilization test, 115
- capitalization (cap), defined, 107
- cash balances, 72
- cash distributions from profit, 24
- cash dividends, 74
- cash flow, 21–22, 116. See also statement of cash flows
- catch-all solutions (Six Sigma), 173
- categorizing topics (blog posts), 639–640
- categorizing work (WBS), 325–326
- cause and effect, determining
- correlation, 167
- DOE methodology, 168–169
- fishbone (Ishikawa) diagram, 165–166
- FMEA, 166–167
- Pareto chart, 164–165
- Center for Plain Language, 511
- challenges and pain points component (customer avatar), 565–566
- channels (content marketing), 616
- character, displaying through decision-making, 231–235
- cheat sheets (digital marketing), 586
- checklist
- deep-discount offers, 593–594
- gated offers, 587–590
- chief accounting officer (controller), 57
- chunking (email), 659–660
- Churchill, Winston, 481
- clarity of writing
- overview, 470–471
- paragraphing, 514–515
- classified balance sheet, 57, 61
- classmates, finding on LinkedIn, 399–401
- clean opinion (auditor’s report), 119–120
- clichés, minimizing use in writing, 510
- clients/customers (project management), 265
- closing processes (project management), 250, 257
- clusters (run chart), 171
- collaborators (project management), 265
- color, readability and, 487
- columns, readability and, 487
- command-and-control management style, 238
- commas, proper use of, 522–523
- commitment (project management), 251
- common stock, 108
- communication
- communicating decisions, 212–213
- communications management plan, 353–354
- decoded messages, 337
- encoded messages, 337
- formal, 277, 340
- generational differences, 451
- informal, 277, 340
- listening, 338–339
- mediums, 337
- meetings, 342–345, 351–353
- messages, 337
- noise, 337
- one-way communication, 337
- overview, 335–336
- project dashboard, 349–350
- project management, 251
- project-progress report, 345–348
- receiver, 337
- senders, 337
- two-way communication, 338
- written reports, 340–342
- communications management plan
- content, 353
- data collection, 353
- information needs, 353
- information-sharing activity, 353
- target audience, 353
- Communications setting (LinkedIn Settings & Privacy page), 376
- Comparative category (decision-making criteria), 202
- comparative financial statements, 63
- comparisons
- BOFU content marketing, 609
- use in business writing, 483–484
- complex capital structure (public companies), 108
- conciseness
- editing for, 495
- email, 552–553
- conclusions
- blog posts, 638–639
- email, 550–551
- concrete nouns, 480–481
- conditional work, 319
- conditionally repeating work (WBS), 319–320
- connection requests (LinkedIn)
- canned invitations, 407–408
- to existing members, 405–407
- to nonmembers, 408–409
- pitching LinkedIn to nonmembers, 409–410
- removing contact from network, 410–412
- connections (LinkedIn)
- degrees of separation, 361–362
- first-degree, 360, 416–417, 423
- second-degree, 360
- third-degree, 361
- constraints (scope statement), 284
- contact management (LinkedIn), 358–360
- contacts
- importing into LinkedIn, 395–405
- removing from network, 410–412
- content creators (blogs)
- acquiring, 628–629
- ensuring success with, 629–630
- finding, 626–628
- content marketing
- blogging versus, 600
- campaign plan, 614–616
- customizing content, 614
- distributing content, 616–619
- marketing funnel, 602–610
- overview, 599–601
- providing easy-to-follow path, 611–612
- publishing content, 613
- retargeting, 613
- segmenting, 612–613
- understanding prospect’s intent, 610–611
- content segments (blogs), 625–626
- continuity offers (recurring billing offers), 597–598
- contra account (accumulated depreciation account), 88
- contract, defined, 285
- contract for services (WBS), 321–322
- contractors (project management), 265
- control benchmarks, 67
- controller (chief accounting officer), 57
- controlling processes (project management), 250, 257
- conversational tone (business writing), 476–478
- conversion stage (marketing funnel), 602. See also BOFU content marketing
- conversions, customer, 571
- cooking the books, 29, 118
- copy, defined, 565
- copyediting (blogs), 631
- copywriting (email), 659–660
- core offer (digital marketing), 594–595
- corporate strategy (strategic planning), 142–143
- correlating variables, 167
- cost of goods sold expense, 37, 46–47, 69
- cost of sales, 47
- coupon clubs, 587
- cover letters, 449
- CR (critical ratio) method, 151
- Craigslist, 628
- crisis management, 233–234
- criteria (decision-making)
- overview, 201–202
- Pugh Matrix, 203–204
- scoring, 202–203
- weighing, 202–204
- critical ratio (CR) method, 151
- critical thinking, 199–200, 242
- cross-sell offers, 596–597
- crowdfunding, 99
- CTA (call to action), 637–638
- cuing the click (email), 660
- cultural considerations (business writing), 463, 466
- curiosity headlines (blog), 632
- curiosity subject lines (email), 658–659
- current (short-term) assets, 62–63, 86–87
- current (short-term) liabilities, 62–63
- current ratio, 64, 112–113
- customer avatar
- blog-publishing process and, 622–623
- challenges and pain points, 565–566
- components of, 561
- content marketing, 614, 615
- demographics, 564–565
- example, 562
- goals and values, 563
- information sources, 564
- objections, 566
- overview, 560–561
- customer flow time, 131–132
- customer journey
- ascension stage, 573–574
- brand advocates, 574
- brand promoters, 574
- building subscribers, 570–571
- customer avatar, 560–566
- customer onboarding, 572
- driving engagement, 569–570
- generating awareness, 568–569
- increasing conversions, 571
- overview, 559
- road map for, 575
- understanding value your company provides, 566–568
- customer onboarding, 572
- customer stories (content marketing), 609
- cycle time (service industries), 153
D
- DadsDivorce microsite, 605
- data analysis (decision-making)
- assumptions, 200–201
- avoiding analysis paralysis, 204–205
- critical thinking, 199–200
- establishing criteria, 201–204
- overview, 198–199
- data collection (communications management plan), 353
- debt
- financing activities, 92–93
- financing business and, 74–76
- interest expense and, 73
- decentralized decision-making, 231
- decision-making
- approaches to, 193
- becoming effective decision-maker, 188–190
- clarifying purpose of decision, 192–193
- communicating decisions, 212–213
- data analysis, 198–205
- assumptions, 200–201
- avoiding analysis paralysis, 204–205
- critical thinking, 199–200
- establishing criteria, 201–204
- overview, 198–199
- decisive decision-makers, 179
- displaying character through, 231–235
- effective decisions, characteristics of, 212–213
- flexible decision-makers, 180
- frontline decisions, 179
- generating options, 205–208
- hierarchic decision-makers, 180
- implementing decisions, 214–218
- informed decision-making, 193–198
- integrative decision-makers, 180
- intuitive decision-making, 218–221
- leadership and, 235–237
- mapping consequences of, 211–212
- micromanaging, 227–230
- operational decisions, 179
- overview, 177–178
- risks, 209–211
- shifting away from specialized decision-making, 230–231
- strategic decisions, 224–227
- tactical decisions, 178–179
- workplace environment and
- handling interpersonal issues, 241–242
- health of workplace, 188
- improving quality of, 239–241
- innovation, 181–183
- management style, 238–239
- organizational structure, 183–187
- overview, 180–181, 238
- decision matrix (Pugh matrix), 169–170, 203–204
- decisive decision-makers, 179
- decoded messages, 337
- decomposition process (project management), 310–311
- deep-discount offers
- books, 591
- checklist, 593–594
- core offer, 594–595
- little victories, 593
- overview, 590
- physical premiums, 590–591
- software, 592
- splintering services, 592
- via webinars, 591
- deferred revenue
- accounts receivable and, 46
- defined, 42
- define, measure, analyze, design, and verify (DMADV) process, 162
- define-measure-analyze-improve-control (DMAIC) process. See DMAIC process
- deliverability (email)
- overview, 663–664
- reputation and, 664
- subscriber engagement and, 664–665
- deliverable/activity hierarchy (WBS), 318–319
- deliverables (objectives), 284, 297–302, 310, 315, 318
- delivering on promise (blog posts), 640
- demand forecast (aggregate plans), 146
- Deming, Edwards, 242
- demographic considerations
- business writing, 452
- customer avatar, 564–565
- demos (content marketing), 609
- dependent demand, 148
- depreciation
- accumulated, 48, 70
- amortization expense compared to, 89
- cash flow and, 87–88
- defined, 48
- special character of, 49
- design of experiments (DOE) methodology, 168–169
- designing processes. See processes
- detectability (DET) dimension (FMEA), 166
- Dig Your Well Before You’re Thirsty (Mackay), 444
- digital marketing
- blogging
- auditing blog posts, 634–640
- blog-publishing process, 622–631
- headlines, 631–633
- overview, 621–622
- content marketing
- campaign plan, 614–616
- customizing content, 614
- distributing content, 616–619
- marketing funnel, 602–-610
- overview, 599–601
- providing easy-to-follow path, 611–612
- publishing content, 613
- retargeting, 613
- segmenting, 612–613
- understanding prospect’s intent, 610–611
- customer journey
- customer avatar, 560–566
- overview, 559
- road map for, 575
- stages of, 568–574
- understanding value your company provides, 566–568
- email marketing
- ascension campaigns, 654
- broadcast emails, 645
- cuing the click, 660
- engagement campaigns, 653–654
- ensuring deliverability, 663–665
- indoctrination campaigns, 652–653
- making emails stand out, 660–663
- overview, 641
- promotional calendar, 646–651
- promotional emails, 642
- reengagement campaigns, 655–656
- relational emails, 643
- segmentation campaigns, 654–655
- transactional emails, 643–644
- triggered emails, 645
- writing and designing effective emails, 656–660
- lead with value, 578
- offers
- deep-discount offers, 590–595
- EPOs, 578–595
- gated offers, 580–590
- monetization offers, 595–598
- overview, 577–578
- ungated offers, 579–580
- DigitalMarketer, 562, 566, 572, 606, 613
- DigitalMarketer Lab, 572
- diluted EPS, 107
- direct method of reporting (statement of cash flows), 81–82
- disclosure
- adequate disclosure, 35
- GAAP requirements, 27
- discontinuities, 52–53
- discount clubs, 587
- discount rate, defined, 254
- disruptive technologies, 181
- distributing content
- with email, 617
- overview, 616–617
- paid traffic, 618–619
- search marketing, 617
- with social media, 617–618
- distribution list (project management), 264
- dividend yield ratio, 109–110
- dividends, 24
- divine passive structure, 482–483
- DMAIC process
- analyzing problem, 163–169
- benchmarking, 162
- controlling process, 170–171
- defining problem, 162
- implementing solution, 169–170
- measuring, 163
- objective statement, 162
- overview, 161–162
- DOE (design of experiments) methodology, 168–169
- dot voting, 207
- doubt, decision-making and, 212
- downsizing, 51
- drivers, 68, 272–277
- dropped (reversed-out) type, 487
- Dunbar, Robin, 184
- dynamics, defined, 198
E
- earliest due date (EDD) first, 151, 152
- early adopters (innovation), 182
- early majority (innovation), 182
- earnings before interest and income tax. See EBIT
- earnings per share (EPS), 34, 106–108
- earnings statement. See income statement
- easy-to-consume content (blog posts), 636–637
- EBIT (earnings before interest and income tax)
- product-oriented business income statement, 33
- ROA ratio and, 115
- EDD (earliest due date) first, 151, 152
- editing
- business writing
- action verbs, 505–507
- avoiding common mistakes, 521–522
- big-picture review, 495–496, 529–530
- clichés, 510
- inflection, 498
- jargon, 508–510
- language, 496–498
- marking printouts, 492–493
- modifiers, 510–512
- non-contributing words, 502–504
- objectivity, 494
- on-screen, 493
- organizing document, 513–521
- overused suffixes, 499–502
- overview, 491–492
- passive verbs, 507
- prepositions, 502
- proofreading, 530–533
- read-aloud method, 497–498
- tracking changes, 493–494
- first draft of blog post, 630
- grammar pitfalls, 527
- lists, 518–521
- matching nouns and pronouns, 524–525
- paragraphing, 514–515
- prepositions, 528
- recommendations (LinkedIn), 426–427, 429–430
- subheads, 515–516
- transitions, 516–518
- use of and or but, 528
- use of commas, 522–523
- use of however, 523–524
- which versus that, 525–526
- who versus that, 526–527
- who versus whom, 526–527
- educational gated offers
- free reports, 584
- overview, 583–584
- primary research, 584
- sales material, 585
- webinar training, 584
- white papers, 584
- educational value (digital marketing), 579
- effective decisions, characteristics of, 212–213
- email
- audience analysis, 544–546
- best time to send, 542
- conciseness, 552–553
- conclusion, 550–551
- content marketing with, 617
- deciding on content, 546
- generational differences in writing styles, 545
- graphic techniques, 553–555
- hard bounce, 665
- importing contacts into LinkedIn from, 395–398
- leads, 541–542
- limitations of, 551
- overview, 535–537
- profiling readers, 545–546
- salutations/greetings, 540–541
- signature block, 555
- structuring content, 548–549
- subject lines, 538–540
- tone, 546–548, 552
- writing with purpose, 543–544
- email marketing
- ascension campaigns, 654
- broadcast emails, 645
- cuing the click, 660
- engagement campaigns, 653–654
- ensuring deliverability, 663–665
- indoctrination campaigns, 652–653
- making emails stand out, 660–663
- overview, 641
- promotional calendar
- annual promotional plan, 647–648
- cataloging products and services, 646–647
- marketing plan, 648–649
- 90-day rolling calendar, 651
- 30-day calendar, 650
- promotional emails, 642
- reengagement campaigns, 655–656
- relational emails, 643
- segmentation campaigns, 654–655
- subject lines, 658–659
- transactional emails, 643–644
- triggered emails, 645
- writing and designing effective emails, 656–660
- emotional environment (informed decision-making), 196–197
- empathy, 231, 242
- employees
- emotional environment in workplace, 196–197
- finding via LinkedIn
- active job seekers, 444
- job listings, 432–442
- overview, 431–432
- passive job seekers, 444
- screening candidates, 442–443
- Six Sigma quality and, 173
- empty business-speak, 509
- encoded messages, 337
- end users (project management), 265, 267–268
- engagement campaigns
- customer journey, 569–570
- email marketing, 653–654
- English Grammar For Dummies (Woods), 521
- English Grammar Workbook For Dummies (Woods), 521
- enterprise resource planning (ERP), 154–155
- entertainment value (digital marketing), 579
- EPOs (entry point offers)
- deep-discount offers
- books, 591
- checklist, 593–594
- core offer, 594–595
- little victories, 593
- overview, 590
- physical premiums, 590–591
- software, 592
- splintering services, 592
- via webinars, 591
- gated offers
- answering questions, 583
- checklist, 587–590
- delivering discount, 583
- educational, 583–585
- giving example, 582–583
- making promise, 582
- offering shortcut, 583
- overview, 580–581
- tools, 586–587
- ungated offers, 579–580
- EPS (earnings per share), 34, 106–108
- ERP (enterprise resource planning), 154–155
- estimates (financial accounting), 29
- ethics/ethical issues
- decision-making, 188
- displaying character through decision-making, 231–235
- profit-making, 23
- ETS (exchange traded securities), 35
- evaluation stage (marketing funnel), 602. See also MOFU content marketing
- exactitude misconception, 53
- examples, using in business writing, 460
- exceptional headlines (blog posts), 634–635
- exchange traded securities (ETS), 35
- executing processes (project management)
- defined, 250
- performing, 256
- preparing, 255–256
- executive-level decisions. See strategic decisions
- expectations gap, 120
- expected on-hand inventory, 149
- expenses
- accounts payable account, 50
- accrued expenses payable account, 50
- amortization, 73, 89
- cost of goods sold, 37, 46–47, 69
- depreciation, 48
- income statement, 11–12, 47–51
- income tax, 73–74
- income tax payable account, 50–51
- interest, 73
- operating, 12–13, 47–48, 71
- prepaid, 47–48, 71, 87
- reducing process expenses, 136–137
- rent, 48
- revenue and expense effects on assets and liabilities, 41–44
- SG&A, 12, 37–39, 71
- external balance sheet, 61
- external groups (audience list), 265–266
- external income statement, 10
- external profit report. See income statement
F
- facility level planning
- capacity plan, 146
- demand forecast, 146
- master schedule, 147–148
- overview, 143–145
- production plan, 147
- failure mode and effects analysis (FMEA), 166–167
- FASB (Financial Accounting Standards Board), 25
- FCFS (first-come, first-served), 151–152
- fearful thinking (decision-making), 206
- feasibility of project, confirming, 292–293
- Financial Accounting Standards Board (FASB), 25
- financial leverage, 76
- financial leverage gain, 114–115
- financial reporting
- accountability, 98
- accounting and financial reporting standards, 24–29
- acid-test ratio, 113–114
- auditor’s report, 118–121
- book value, 110
- book value per share, 111–112
- cash flow ratios, 116
- current ratio, 112–113
- dividend yield ratio, 109–110
- earnings per share, 106–108
- footnotes, 117
- gross margin ratio, 105–106
- investment options, 99–101
- market value, 110
- overview, 97–98
- P/E ratio, 108–109
- private companies, 101
- profit ratio, 106
- public companies, 101–102
- ratios
- acid-test, 113–114
- book value, 110
- book value per share, 111–112
- cash flow, 116
- current, 112–113
- dividend yield, 109–110
- earnings per share, 106–108
- gross margin, 105–106
- market value, 110
- overview, 102–104
- P/E, 108–109
- profit, 106
- ROA, 114–115
- ROE, 112
- rules for, 98–99
- financial statements (financials)
- accounting and financial reporting standards, 24–29
- accuracy of, 22–23
- balance sheet, 13–17
- cash distributions from profit, 24
- cash flow, 21–22
- evaluating profit performance, 20–21
- income statement, 10–13
- overview, –10
- statement of cash flows, 17–19
- statement of changes in shareowners’ equity, 20
- financing activities, 17, 18–19, 65–67, 92–93
- first-come, first-served (FCFS), 151–152
- first-degree connections (LinkedIn), 360, 416–417, 423
- fiscal (accounting) year, 64
- fishbone (Ishikawa) diagram, 165–166
- The Five Temptations of a CEO (Lencioni), 190
- Fiverr company, 592
- fixed assets
- defined, 15
- depreciation, 48, 70
- salvage value, 91
- Flesch, Rudolph, 473
- Flesch Readability Index, 471, 473
- flexible decision-makers, 180
- flexible resources, 135–136
- flow unit (serial processes), 127
- FMEA (failure mode and effects analysis), 166–167
- Fog Index, 473
- Followerwonk app, 627
- fonts, choosing for readability, 486
- formal communication (projects), 277, 340
- formality (business writing), 466
- Franklin, Benjamin, 141
- fraud
- discovering, 120–121
- financial reporting, 54
- free account (LinkedIn), 367
- free cash flow, 94–95
- free reports (guides), 584
- FreshBooks company, 601, 610–612
- frontline decisions, 179
- fully justified copy, 487
G
- GAAP (generally accepted accounting principles), 26–29
- GASB (Governmental Accounting Standards Board), 27
- gated offers
- answering questions, 583
- assessments, 587
- cheat sheets, 586
- checklist, 587–590
- coupon clubs, 587
- discount clubs, 587
- discounts, 583
- educational, 583–585
- giving example, 582–583
- handouts, 586
- making promise, 582
- MOFU content marketing, 606–608
- offering shortcut, 583
- overview, 580–581
- quizzes, 587
- resource list, 586
- software, 587
- surveys, 587
- templates, 586
- generally accepted accounting principles (GAAP), 26–29
- generation gaps, leveraging, 451
- Generation X, 451
- Generation Y, 451
- GIFs (graphics interchange format), 565, 664
- Giphy, 662
- Gladwell, Malcolm, 181
- goals
- blog posts, 637–638
- defining for business writing, 448–450
- designing processes to meet
- increasing system capacity, 132–134
- line balancing, 134–135
- overview, 129–131
- reducing customer flow time, 131–132
- reducing process expenses, 136–137
- utilizing flexible resources, 135–136
- goals and values component (customer avatar), 563
- GoDaddy, 571–572
- going-concern assumption, 29, 120
- good faith, 29
- goodwill, 72
- Google, 617
- Google Analytics, 624
- Governmental Accounting Standards Board (GASB), 27
- grammar pitfalls (business writing), 527
- graphic techniques (business writing)
- adding graphics, 487–488
- boxes, 488–489
- color, 487
- email, 553–555
- lists, 488–489
- sidebars, 488–489
- type, 485–487
- white space, 485
- graphical view (WBS), 328
- graphics interchange format (GIFs), 565, 664
- green belts (Six Sigma), 160
- gross margin (gross profit), 33, 37
- gross margin ratio, 105–106
- gross requirements (inventory record), 149
- group meetings, 277
- groups, planning messages for, 455
- Groups section (LinkedIn), 444
- groupthink, 237
- guides (free reports), 584
- Gunning, Robert, 473
H
- H2H (human to human), 577
- handouts, 586
- hard bounce (email), 665
- Hay Group, 238
- headlines (blog)
- curiosity, 632
- news, 633
- self-interest, 631
- social proof, 633
- urgency and scarcity, 632
- warning, 633
- hierarchic decision-makers, 180
- hierarchical method. See top-down strategy
- hierarchy diagram (WBS), 328
- histogram, 171
- Home option (LinkedIn top navigation bar), 374
- home page (LinkedIn), 373
- human to human (H2H), 577
- hyperbole, using in business writing, 460
I
- IASB (International Accounting Standards Board), 25
- IKEA
- email marketing, 571
- gated offers, 585
- implementing decisions
- action plan, 214–215
- adapting to changing realities, 217–218
- metrics, 215–216
- reflecting on results, 218
- setting priorities, 217
- implicit knowledge, 219
- income smoothing, 29
- income statement
- active reader of, 38–40
- assets, 45–47
- deconstructing profit, 40–45
- expenses, 11–12, 47–51
- gross margin, 37
- investment business, 35–36
- liabilities, 45, 47–51
- minus signs, 36
- misconceptions, 53
- misleading reports, 54
- net income, 11, 36–37
- operating costs, 37–38
- overview, 10–11, 31–32
- product-oriented business, 32–34
- revenue, 45–47
- sales revenue, 11, 13, 37
- service-oriented business, 34–35
- tips for, 12–13
- unusual gains and losses, 51–53
- income tax expense, 73–74
- income tax payable account, 50–51, 73–74
- indented-outline format (WBS), 328–329
- indirect method of reporting (statement of cash flows), 83–84
- indoctrination campaigns (email marketing), 652–653
- inferences, checking, 339
- inflation, 254
- inflection, in business writing, 498
- influencers, 626
- infographics (TOFU content marketing), 604
- informal communication, 277, 340
- information resource, LinkedIn as, 366
- information sources component (customer avatar), 564
- information-sharing activity (communications management plan), 353
- informed decision-making
- determining how much information is enough, 197–198
- emotional environment, 196–197
- objectivity, 194–195
- perspective, 195–196
- research, 194
- separating fact from speculation, 196
- initiating processes (project management), 250–252
- initiators, project, 286, 288–289
- InMail messaging service (LinkedIn), 368
- innovation
- building culture that values, 182–183
- early adopters, 182
- early majority, 182
- laggards, 182
- late majority, 182
- overview, 181–182
- innovators, 181
- inputs (MRP), 148–149
- inspirational value (digital marketing), 579
- instant messaging, 503
- intangible assets, 71
- integrative decision-makers, 180
- interest expense, 73
- internal balance sheet, 61
- internal groups (audience list), 265
- internal rate of return, 254
- International Accounting Standards Board (IASB), 25
- interpersonal issues, handling, 241–242
- introductions
- blog posts, 635–636
- LinkedIn, 392
- intuitive decision-making, 218–221
- inventory
- assets,
- cash flow and, 86–87
- cost of goods sold, 46–47
- cost of goods sold expense and, 69
- MRP, 149
- investing activities, 17, 18, 65–67, 91, 99–101
- Investing For Dummies (Tyson), 99
- invitations (LinkedIn)
- canned invitations, 407–408
- defined, 392
- to existing members, 405–407
- to nonmembers, 408–409
- responding to, 412–413
- involuntary bankruptcy, 61, 76
- Ishikawa (fishbone) diagram, 165–166
J
- jargon, minimizing use in writing, 508–510
- J.Crew, 604
- job listings (LinkedIn)
- advertising to network, 436–439
- overview, 432–433
- posting, 433–436
- reviewing applicants, 439–442
- job search (LinkedIn), 364–366
- Jobs option (LinkedIn top navigation bar), 374
- Jobs page (LinkedIn), 436
- justification (scope statement), 283
- justifying project
- beneficiaries, 289–290
- confirming feasibility, 292–293
- identifying initiator, 286, 288–289
- identifying real users, 290–291
- identifying related projects, 293
- objectives, 297–302
- for organization, 294–295
- project champion, 290
- project requirements, 291–292
- project title, 286–287
- research, 295–296
- scope of work, 296–297
K
- kits (monetization offers), 597
- Klein, Gary, 219
- Know Me game, 242
- known unknown, 333
- Kuhnke, Elizabeth, 450
L
- labeling entries (WBS), 326–327
- laggards (innovation), 182
- language, editing, 496–498
- late majority (innovation), 182
- lateral scroll rate (email), 665
- lawsuits/legal issues, 51
- lead with value (digital marketing), 578. See also offers (digital marketing)
- leadership
- decision-making and, 235–237
- improving leadership style, 229–230
- leads (email), 541–542
- Learning option (LinkedIn top navigation bar), 375
- left-justified text, 487
- Lego Club Magazine, 605
- Lencioni, Patrick, 190
- liabilities
- balance sheet, 14, 15
- cash flow and, 89–90
- current, 62–63
- income statement, 45, 47–51
- relative sizes of, 68–74
- revenue and expense effects on, 41–44
- spontaneous, 75
- liaisons (project management), 267
- like operations (parallel processes), 128–129
- line balancing (operations management), 134–135
- LinkedIn
- building brand and profile, 363–364
- building network, 388–390
- contact management, 358–360
- expanding network, 366–367
- finding employees, 431–444
- free account, 367
- home page, 373
- importing contacts
- browsing connections’ networks, 402–405
- checking for members, 399
- from email, 395–398
- finding classmates, 399–401
- People You May Know feature, 401–402
- as information resource, 366
- invitations
- canned, 407–408
- defined, 392
- responding to, 412–413
- job search, 364–366
- joining, 377–388
- with invitation, 378–379
- overview, 377–378
- sign-up process, 380–388
- without invitation, 379–380
- LIONs, 362, 392
- navigating, 373–376
- network connections, 360–362
- overview, 357–358
- paid accounts, 368–373
- recommendations
- declining, 425–426
- managing, 426–430
- overview, 415–416
- quality versus quantity, 418
- reciprocated, 417
- requested, 417
- requesting, 422–425
- unsolicited, 416
- writing, 418–422
- sending connection requests
- canned invitations, 407–408
- to existing members, 405–407
- to nonmembers, 408–409
- pitching LinkedIn to nonmembers, 409–410
- removing contact from network, 410–412
- Settings & Privacy page, 375–376
- top navigation bar, 374–375
- types of networks, 392–395
- LIONs (LinkedIn open networkers), 362, 392
- liquidity, evaluating, 61–64
- listening skills, 338–339
- lists
- bulleted, 519–521
- choosing for readability, 488–489
- numbered, 518–519
- little victories (deep-discount offers), 593
- long-term direction, balancing short-term actions with, 225
- long-term notes payable, 62
- long-term project (WBS), 321
- lost return on investment, 254
- Lowe’s, 618
M
- machines category (fishbone diagram), 165
- Mackay, Harvey, 444
- Mail Monitor app, 664
- Manage Candidates screen (LinkedIn), 441–442
- management category (fishbone diagram), 165
- management discussion and analysis (MD&A) section (financial report), 105
- management styles, 238–239
- manpower category (fishbone diagram), 165
- margin, defined, 105
- margins, choosing for readability, 487
- market cap, 107
- market requirements document, 285
- market values, 77–78, 110
- marketing funnel
- awareness stage, 602
- BOFU content, 608–610
- conversion stage, 602
- evaluation stage, 602
- MOFU content, 606–608
- overview, 602–603
- TOFU content, 603–606
- marketing persona. See customer avatar
- marketing plan (email), 648–649. See also email marketing
- MarketingProfs, 628
- marking printouts, 492–493
- massaging the numbers, 29, 118–119
- master production schedule (MRP), 148
- master schedule (MS), aggregate plans, 147–148
- material requirements planning. See MRP
- materials category (fishbone diagram), 165
- McDonald’s, 596
- MD&A (management discussion and analysis) section (financial report), 105
- Me option (LinkedIn top navigation bar), 374
- mean shift (run chart), 171
- measurement category (fishbone diagram), 166
- Medicare-Glaser, 226
- mediums, 337
- meetings
- ad hoc team meetings, 352
- conducting efficient meetings, 344
- group, 277
- one-on-one, 277
- overview, 342–343
- post-meeting tasks, 344–345
- pre-meeting planning, 343
- regularly scheduled team meetings, 351
- upper-management progress review, 352–353
- Mehrabian, Albert, 461
- messages, planning
- audience, 452–457
- brainstorming, 454–455
- connecting with reader, 457–458
- defining goal of, 448–450
- for groups, 455
- highlighting benefits, 459
- limiting hyperbole, 460
- plan-draft-edit principle, 447–448
- providing proof, 461
- relationship-building techniques, 465–468
- tone, 461–465
- using examples, 460
- using stories and anecdotes, 460
- using visuals, 460
- visualizing readers, 455–456
- WIIFM and, 458–459
- Messaging option (LinkedIn top navigation bar), 374
- methods category (fishbone diagram), 166
- micromanaging, 227–230
- microsites, 605
- Microsoft Word
- grammar-check, 533
- Readability Index, 472
- middle of funnel content marketing. See MOFU content marketing
- mind maps, 211–212
- mini-classes, 609
- minus signs (income statement), 36
- modified opinion (auditor’s report), 120
- modifiers, minimizing use of, 510–512
- MOFU (middle of funnel) content marketing
- gated offers, 606–608
- goal of, 608
- overview, 606
- monetization offers (digital marketing)
- bundles, 597
- cross-sell offers, 596–597
- kits, 597
- overview, 595
- recurring billing offers, 597–598
- slack adjusters, 597
- upsells, 596
- Morning Star company, 185, 186
- Moz company, 625
- MRP (material requirements planning), 148–152
- bill of materials, 148
- inputs, 148–149
- inventory record, 149
- master production schedule, 148
- output and, 149–151
- prioritizing jobs, 151–152
- product structure diagram, 148
- MS (master schedule), aggregate plans, 147–148
- Must Haves category (decision-making criteria), 202
- mutual funds, 35
- My Network option (LinkedIn top navigation bar), 374
N
- narrow thinking (decision-making), 206
- negativity, critical thinking versus, 242
- net income
- cash dividends and, 74
- income statement, 11, 36–37
- product-oriented business income statement, 33
- variance between cash flow and, 84–90
- net operating assets, 115
- net present value (NPV), 254
- net requirements (inventory record), 149
- network (LinkedIn)
- building, 388–390
- importing contacts, 395–405
- invitations, 392
- responding to invitations, 412–413
- sending connection requests, 405–412
- types of networks, 392–395
- news headlines (blog), 633
- newsletters, 645
- NFP (not-for-profit) entities, , 27
- 90-day rolling calendar (email marketing), 651
- noise (communication), 337
- non-contributing words, 502–504
- Nordstrom, 644
- notes payable, 62
- not-for-profit (NFP) entities, , 27
- Notifications option (LinkedIn top navigation bar), 374
- nouns
- abstract, 480–481
- concrete, 480–481
- matching pronouns and, 524–525
- NPV (net present value), 254
- numbered lists, 518–519, 554
O
- objections component (customer avatar), 566
- objective statement (DMAIC process), 162
- objectives (deliverables), 284, 297–302, 310, 315, 318
- objectivity
- informed decision-making, 194–195
- self-editing, 494
- observers (project management), 272–274, 276–277
- occurrence (OCC) dimension (FMEA), 166
- offers (digital marketing)
- EPOs
- deep-discount offers, 590–595
- gated offers, 580–590
- ungated offers, 579–580
- monetization offers, 595–598
- overview, 577–578
- OfficeVibe company, 659
- one-on-one meetings, 277
- one-option-only trap (decision-making), 206
- one-way communication, 337
- online media
- readability level, 473
- spontaneous-style copy, 478
- on-screen editing, 493
- open networking (LinkedIn), 362
- Open Profile program (LinkedIn), 362
- open rate (email), 665
- operating (profit-making) activities
- defined, 65–67, 81
- statement of cash flows, 17–18
- operating cycle, 62
- operating earnings
- defined, 35
- product-oriented business income statement, 33
- operating expenses, 12–13, 37–38, 47–48, 71
- operating statement. See income statement
- operational decisions, 179
- operations management
- designing processes
- bottlenecks, 137–140
- goals and, 129–137
- overview, 125
- parallel processes, 127–129
- process improvement projects, 126
- serial processes, 127
- planning operations
- aggregate plans, 145–148
- enterprise resource planning, 154–155
- hierarchical method, 142–145
- material requirements planning, 148–152
- overview, 141
- service industries, 152–154
- Six Sigma quality
- DMAIC process, 161–171
- obstacles to, 172–174
- overview, 157–158
- skill levels, 160–161
- specification limits, 158–159
- values, 160
- organization, justifying project for, 294–295
- organization-chart format (WBS), 328
- organizing documents
- lists, 518–521
- overview, 513–514
- paragraphing, 514–515
- subheads, 515–516
- transitions, 516–518
- oscillations (run chart), 171
- out-of-control process, handling, 173–174
- output (MRP), 149–151
- outstanding shares, 107
- overproduction, 138–139
- owners’ equity, 14, 74, 76. See also debt
P
- P&L (profit and loss) report, 13, 32
- paid accounts (LinkedIn)
- overview, 368–369
- Premium Business, 369–370
- Premium Career, 369
- Premium Hiring (Recruiter Lite), 370
- Premium Sales (Sales Navigator Professional), 370
- upgrading to premiums accounts, 370–373
- paid traffic (content marketing), 618–619
- paragraphing, 514–515
- parallel processes
- defined, 127
- like operations, 128–129
- unlike operations, 127–128
- paraphrasing technique (active listening), 339
- Pareto chart, 164–165
- passive job seekers, 365, 444
- passive verbs, 482–483, 506–507
- pass-through tax entity, 51
- password (LinkedIn), 379
- payout ratio, 93, 109
- PCC (Private Company Council), 28
- P/E (price/earnings) ratio, 108–109
- People You May Know feature (LinkedIn), 401–402
- periodic profit, 16
- personalizing business message, 466
- perspective (informed decision-making), 195–196
- persuasive writing, 470
- photographs (TOFU content marketing), 604
- physical premiums (deep-discount offers), 590–591
- Plain Language Association International (PLAIN), 511
- plain language movements, 511
- Plain Writing Act of 2010, 511
- Plain Writing Association, 511
- plan-draft-edit principle (business writing), 447–448
- planned receipts (inventory record), 149
- planned releases (inventory record), 149
- planning messages
- for audience
- brainstorming content, 454–455
- demographic considerations, 452
- factors affecting perception of message, 452–453
- groups, 455
- overview, 450
- psychographic considerations, 452
- visualizing, 455–456
- brainstorming, 454–455
- connecting with reader, 457–458
- defining goal of, 448–450
- for groups, 455
- highlighting benefits, 459
- limiting hyperbole, 460
- plan-draft-edit principle, 447–448
- providing proof, 461
- relationship-building techniques, 465–468
- tone
- appropriate to culture, 463
- appropriate to occasion, 462
- appropriate to relationship, 462
- authentic, 463
- controlling, 464–465
- overview, 461–462
- respectful, 463–464
- using examples, 460
- using stories and anecdotes, 460
- using visuals, 460
- visualizing readers, 455–456
- WIIFM and, 458–459
- planning operations, 141–155
- aggregate plans
- capacity plan, 146
- demand forecast, 146
- master schedule, 147–148
- overview, 145
- production plan, 147
- enterprise resource planning, 154–155
- hierarchical method, 142–145
- material requirements planning
- bill of materials, 148
- inputs, 148–149
- inventory record, 149
- master production schedule, 148
- output and, 149–151
- prioritizing jobs, 151–152
- product structure diagram, 148
- overview, 141
- service industries, 152–154
- planning processes (project management), 250, 252, 254–255
- plowing back earnings, 45
- plural possessive pronouns, 523–524
- PMBOK Guide 6th Edition (PMBOK 6), 247
- podcasts (TOFU content marketing), 605
- point size, choosing for readability, 487
- Post a Job option (LinkedIn top navigation bar), 375
- posting job listings (LinkedIn), 433–436
- post-meeting tasks, 344–345
- pounce (acid-test) ratio, 64, 113–114
- power of context, 181
- power-interest grid, 282
- prejudice, decision-making and, 212
- pre-meeting planning, 343
- premiums accounts (LinkedIn)
- Premium Business, 369–370
- Premium Career, 369
- Premium Hiring (Recruiter Lite), 370
- Premium Sales (Sales Navigator Professional), 370
- upgrading to, 370–373
- prepaid expenses, 47–48, 71, 87
- prepositions, 502, 528
- price/earnings (P/E) ratio, 108–109
- primary capital market, 99
- primary research
- gated offers, 584
- TOFU content marketing, 605
- print media
- readability level, 472
- TOFU content marketing, 605
- printer’s proofs, 492
- prioritizing jobs, 172–173
- privacy (LinkedIn), 376, 390
- private companies
- financial reporting, 101
- GAAP and, 27–28
- Private Company Council (PCC), 28
- ProBlogger Job Board, 628
- process capacity, increasing, 139–140
- process control chart, 170
- processes
- bottlenecks
- increasing process capacity, 139–140
- overproduction, 138–139
- overview, 137–138
- goals
- balancing the line, 134–135
- increasing system capacity, 132–134
- overview, 129–131
- reducing customer flow time, 131–132
- reducing process expenses, 136–137
- utilizing flexible resources, 135–136
- overview, 125
- parallel
- defined, 127
- like operations, 128–129
- unlike operations, 127–128
- process improvement projects, 126
- projects versus, 248
- serial processes, 127
- product (projects), 246, 247
- product requirements document, 285
- product scope description (scope statement), 283
- product structure diagram (MRP), 148
- production plan (aggregate plans), 147
- product-oriented business’ income statement
- earnings before income tax, 33
- earnings per share, 34
- gross margin, 33
- net income, 33
- operating earnings, 33
- overview, 32–33
- professional consistency (blog posts), 640
- professional societies (project management), 265
- profile (LinkedIn)
- building, 363–364
- profile photo, 385–386
- Profile Strength box (LinkedIn), 387
- profit. See also net income
- defined, 40–41
- evaluating profit performance, 20–21
- folding into retained earnings, 44–45
- revenue and expense effects on assets and liabilities, 41–44
- profit and loss (P&L) report, 13, 32
- profit ratio, 106
- profit-making activities. See operating activities
- programs, projects versus, 248
- project abstract (project profile), 285
- project audience
- assessing power and interest, 281–282
- audience list
- audience list template, 272–274
- categorizing, 265–266
- displaying, 278–279
- end users, 267–268
- maintaining up-to-date, 268–270
- overview, 264–265
- support groups, 267
- authority and, 279–281
- drivers, 272–275, 276–277
- keeping involved, 277
- maximizing involvement, 278
- observers, 272–274, 276–277
- overview, 263–264
- supporters, 272–277
- what’s in it for me (WIIFM), 278
- project champion, 273, 290
- project charter, 285
- project constraints, 302–305
- project dashboard, 349–350
- project exclusions (scope statement), 284
- project management
- assumptions, 305–306
- benefit-cost analysis, 253–254
- closing processes, 257
- communication
- communications management plan, 353–354
- decoded messages, 337
- encoded messages, 337
- formal, 277, 340
- informal, 277, 340
- listening, 338–339
- mediums, 337
- meetings, 342–345, 351–353
- messages, 337
- noise, 337
- one-way communication, 337
- overview, 335–336
- project dashboard, 349–350
- project-progress report, 345–348
- receiver, 337
- senders, 337
- two-way, 338
- written reports, 340–342
- controlling processes, 257
- executing processes, 255–256
- initiating processes, 251–252
- justifying project
- beneficiaries, 289–290
- confirming feasibility, 292–293
- identifying initiator, 286, 288–289
- identifying real users, 290–291
- identifying related projects, 293
- objectives, 297–302
- for organization, 294–295
- project champion, 290
- project requirements, 291–292
- project title, 286–287
- research, 295–296
- scope of work, 296–297
- overview, 250–251
- planning processes, 252, 254–255
- project audience
- assessing power and interest, 281–282
- audience list, 264–272, 278–279
- authority and, 279–281
- drivers, 272–275, 276–277
- keeping involved, 277
- maximizing involvement, 278
- observers, 272–274, 276–277
- overview, 263–264
- supporters, 272–277
- project constraints, 302–305
- project managers
- avoiding shortcuts, 259–260
- challenges, 260–261
- handling resistance to project-management, 258–259
- improving effectiveness, 261–262
- overview, 257–258
- tasks, 258
- projects
- components of, 246–247
- defined, 245
- diversity of, 247–248
- stages of, 248–249
- scope statement, 283–285, 306–307
- thinking in detail, 310–311
- WBS
- assumptions and, 314–315
- break points, 320–321
- bubble-chart format, 329–330
- categorizing work, 325–326
- conducting survey using, 316–317
- contract for services, 321–322
- deliverable/activity hierarchy, 318–319
- determining detail needed, 313–314
- developing, 323–325
- identifying risks, 332–334
- improving quality of, 330
- indented-outline format, 328–329
- labeling entries, 326–327
- long-term project, 321
- naming objectives, 315
- organization-chart format, 328
- overview, 311–313
- representing conditionally repeating work, 319–320
- schemes, 322–323
- templates, 331–332
- titling activities, 315–316
- WBS dictionary, 334
- project management software, 215
- project managers
- avoiding shortcuts, 259–260
- challenges, 260–261
- defined, 265
- handling resistance to project-management, 258–259
- improving effectiveness, 261–262
- overview, 257–258
- tasks, 258
- project profile (project summary; project abstract), 285
- project request, 285
- project summary (project profile), 285
- project title, 286–287
- promotional calendar (email), 646–651
- annual promotional plan, 647–648
- cataloging products and services, 646–647
- marketing plan, 648–649
- 90-day rolling calendar, 651
- 30-day calendar, 650
- promotional emails, 642, 645
- pronouns, 524–525
- proof, providing in business writing, 461
- proofreading, 492, 530–533
- property, plant, and equipment, 48. See also fixed assets
- proxy statement, 102
- psychographic considerations (business writing), 452
- public companies
- complex capital structure, 108
- financial reporting, 101–102
- GAAP and, 27–28
- publishing content, 613
- Pugh, Stuart, 203
- Pugh Matrix (decision matrix), 169–170, 203–204
Q
- qualified leads, 585
- quality management. See Six Sigma quality
- quality media (blog posts), 638
- quick (acid-test) ratio, 64, 113–114
- quizzes (digital marketing), 587
R
- Radicati Group, Inc., 536
- ratios (financial reporting)
- acid-test ratio, 64, 113–114
- book value, 110
- book value per share, 111–112
- cash flow ratios, 116
- current ratio, 112–113
- dividend yield ratio, 109–110
- earnings per share, 106–108
- gross margin ratio, 105–106
- market value, 110
- overview, 102–104
- P/E, 108–109
- profit ratio, 106
- ROA ratio, 114–115
- ROE ratio, 112
- readability indexes, 471, 473, 496
- readability of business writing
- assessing, 472–474
- Flesch Readability Index, 473
- Fog Index, 473
- matching reading level to audience, 472
- overview, 471
- reader-friendly words, 479–480
- read-aloud method (business writing), 497–498, 523
- readers (business writing)
- connecting with, 457–458
- profiling, 545–546
- reader profiling, 450, 452–457
- visualizing, 455–456
- real users, identifying, 290–291
- receivables,
- receivers of information, 337
- reciprocated recommendations (LinkedIn), 417
- recommendations (LinkedIn)
- changing visibility of, 427, 428, 430
- declining, 425–426
- deleting, 427, 429–430
- editing, 426–427, 429–430
- new, 427–429
- overview, 415–416
- personal versus business, 418
- quality versus quantity, 418
- reciprocated, 417
- requested, 417
- requesting
- choosing whom to ask, 422–423
- quality versus quantity, 425
- writing request, 423–424
- unsolicited, 416
- writing
- choosing who to recommend, 418–419
- conciseness, 420
- creating recommendation, 420–422
- details, 419
- specificity, 419
- Recruiter functions (LinkedIn), 371
- recurring billing offers (continuity offers), 597–598
- reengagement campaigns (email marketing), 655–656
- regulators (project management), 265
- relational emails, 643
- relationship-building techniques (business writing)
- overview, 465–466
- personalizing message, 466
- “you-not-I” concept, 466–468
- Remember icon,
- rent expense, 48
- repeat customers, 595
- reports (gated offers), 584
- requested recommendations (LinkedIn), 417
- requesters (project management), 265
- requesting recommendations (LinkedIn)
- choosing whom to ask, 422–423
- quality versus quantity, 425
- writing request, 423–424
- requirements, project, 291–292
- research
- blog-publishing process, 623
- gated offers, 584
- informed decision-making, 194
- justifying project, 295–296
- readability of business writing, 473
- resource list (digital marketing), 586
- resources (projects), 246, 247
- respectful tone (business writing), 463–464
- retained earnings
- defined, 45
- folding profit into, 44–45
- retained earnings account, 110
- retargeting (content marketing), 613
- return on assets (ROA) ratio, 114–115
- return on equity (ROE) ratio, 112
- return on investment (ROI), 172
- Return Path app, 664
- revenue
- deferred, 42, 46
- income statement, 45–47
- revenue and expense effects on assets and liabilities, 41–44
- reversed-out (dropped) type, 487
- rhythm of writing
- long and complicated, 475–476
- overview, 474
- short and choppy, 475
- right-justified text, 487
- risk priority number (RPN) (FMEA), 166
- risks
- decision-making, 209–211
- WBS, 332–334
- ROA (return on assets) ratio, 114–115
- ROE (return on equity) ratio, 112
- ROI (return on investment), 172
- rolling over debt, 76
- rolling-wave approach, to long-term project, 321
- RPN (risk priority number) (FMEA), 166
- Rumsey, Deborah J., 168
- run chart, 171
S
- sales, general, and administrative (SG&A) expenses, 12, 37–39, 71
- sales material (gated offers), 585
- sales revenue, 11, 13, 37, 69
- Salesforce, 610
- salutations/greetings (email), 540–541
- salvage value (fixed assets), 91
- sans-serif fonts, 486
- scarcity subject lines (email), 659
- scenario forecasting (decision-making), 208
- schedule (projects), 246
- scheduled receipts (inventory record), 149
- schemes (WBS), 322–323
- scope (projects), 246, 296–297
- scope statement
- documents related to, 285
- overview, 283–284
- presenting, 306–307
- screening job candidates, 442–443
- search engine optimization (SEO), 639
- search marketing, 569, 617
- SEC (Securities and Exchange Commission)
- overview, 25
- proxy statement requirements, 102
- segmentation campaigns (email), 645, 654–655
- segmenting (content marketing), 612–613
- self-esteem, decision-making and, 232
- self-interest headlines (blog), 631
- senders, 337
- SEO (search engine optimization), 639
- serial processes (flow unit), 127
- serif fonts, 486
- service-oriented business
- cycle time, 153
- income statement, 34–35
- planning operations, 152–154
- Settings & Privacy page (LinkedIn)
- Account setting, 376
- Communications setting, 376
- overview, 375
- Privacy setting, 376
- severity (SEV) dimension (FMEA), 166
- SG&A (sales, general, and administrative) expenses, 12, 37–39, 71
- shortest operating time (SOT), 151, 152
- short-term (current) assets, 62–63, 86–87
- short-term (current) liabilities, 62–63
- short-term actions, balancing with long-term direction, 225
- short-term notes payable, 62
- short-term solvency, current ratio and, 112
- sidebars, choosing for readability, 488–489
- signature block (email), 555
- sign-up process (LinkedIn), 380–388
- simple capital structure (public companies), 108
- simplicity of writing, 470–471
- singular pronouns, 523–524
- Six Sigma quality
- DMAIC process
- analyzing, 163–169
- controlling process, 170–171
- defining problem, 162
- improving, 169–170
- measuring, 163
- overview, 161–162
- obstacles to
- catch-all solutions, 173
- failure to focus, 172
- giving up, 174
- handling out-of-control process, 173–174
- lack of integration, 174
- lacking employee involvement, 173
- not learning from experience, 174
- prioritizing into paralysis, 172–173
- overview, 157–158
- skill levels, 160–161
- specification limits, 158–159
- values, 160
- skepticism, critical thinking versus, 200
- skill levels (Six Sigma), 160–161
- Skype, 225
- slack adjusters (digital marketing), 597
- small businesses, defined, 39
- social media
- content marketing with, 617–618
- networking, 357
- social media marketing, 569, 570–571
- TOFU content marketing, 604
- social proof headlines (blog), 633
- social validation, 415–416
- soft bounce (email), 665
- software
- deep-discount offers, 592
- digital marketing, 587
- solvency
- evaluating, 61–64
- short-term, 112
- SOT (shortest operating time), 151, 152
- Spamhaus, 664
- SPC (statistical process control), 158
- spec sheets (BOFU content marketing), 609
- specialized decision-making, 230–231
- specification limits (Six Sigma quality), 158–159
- speculation, separating fact from, 196
- splintering services, 592
- spontaneous liabilities, 75
- spontaneous-style copy, 478
- stakeholder list (project management), 264
- Starbucks, 597
- statement of cash flows
- active reader of, 93–94
- direct method of reporting, 81–82
- financing activities, 92–93
- financing transactions, 17, 18–19
- free cash flow, 94–95
- indirect method of reporting, 83–84
- investing activities, 91
- investing transactions, 17, 18
- limitations of, 95–96
- operating activities, 17–18
- overview, 17, 79–81
- tips for, 19
- variance between cash flow and net income, 84–90
- statement of changes in shareowners’ equity, 20
- statement of earnings. See income statement
- statement of financial condition. See balance sheet
- statement of financial position. See balance sheet
- statement of operating results. See income statement
- statement of work, 285
- statistical process control (SPC), 158
- Statistics For Dummies, nd Edition (Rumsey), 168
- Steinbaum, Harlan, 226
- stories
- use in content marketing, 609
- using in business writing, 460
- strategic (executive-level) decisions
- balancing short-term actions with long-term direction, 225
- defined, 178
- developing strategic thinking, 226–227
- overview, 193, 224–225
- thinking conceptually, 225–226
- strategic planning (corporate strategy), 142–143
- Streetlights and Shadows (Klein), 219
- subheads, 515–516, 553–554
- subject lines (email)
- benefit subject lines, 659
- curiosity subject lines, 658–659
- overview, 538–540
- scarcity subject lines, 659
- subscribers
- digital marketing, 570–571
- email, 664–665
- suffixes, overused
- -ent words, 501
- -ing words, 499
- -ion words, 500–501
- -ize words, 501
- -ly words, 501
- -ous words, 501
- suppliers (project management), 265
- supporters (project management), 267, 272–277
- Surowiecki, James, 186
- surveys
- conducting with WBS, 316–317
- digital marketing, 587
- Sustainable Food Lab, 197
- Swanson, Bill, 232
- Sync Contacts screen (LinkedIn), 395–396
- system capacity, increasing, 132–134
T
- tactical decisions, 178–179, 193
- tags (blog posts), 639–640
- Talent Solutions page (LinkedIn), 432
- target audience, 353. See also customer avatar
- team meetings
- ad hoc, 352
- regularly scheduled team meetings, 351
- team members (project management), 264, 265
- technical requirements, specifications document, 285
- Technical Stuff icon,
- templates
- digital marketing, 586
- WBS, 331–332
- texting writing style, 503
- thinking conceptually, 225–226
- thinking in detail, 310–311
- 30-day calendar (email marketing), 650
- Tip icon,
- TOFU (top of funnel) content marketing
- blog posts, 604
- digital magazines and books, 605
- goal of, 606
- infographics, 604
- microsites, 605
- overview, 603–604
- photographs, 604
- podcasts, 605
- primary research, 605
- print media, 605
- social media, 604
- tone
- appropriate to culture, 463
- appropriate to occasion, 462
- appropriate to relationship, 462
- authentic, 463
- controlling, 464–465
- email, 546–548
- overview, 461–462
- respectful, 463–464
- top navigation bar (LinkedIn)
- Home option, 374
- Jobs option, 374
- Learning option, 375
- Me option, 374
- Messaging option, 374
- My Network option, 374
- Notifications option, 374
- Post a Job option, 375
- Work option, 375
- top of funnel content marketing. See TOFU content marketing
- top-down strategy
- aggregate plans, 143–145
- corporate strategy, 142–143
- implementation of plan, 145
- WBS, 324
- total quality management (TQM), 158
- Toyoda, Akio, 235
- Toyota, 235
- TQM (total quality management), 158
- tracking stocks, 108
- transactional emails, 643–644
- transactions (balance sheet), 55, 64–67
- transitions, in writing
- overview, 516–518
- use in blog posts, 636
- trauma, in workplace, 238
- treasury stock, 108
- trend analysis, 63
- trends
- defined, 198
- run chart, 171
- triggered emails, 645
- TRUSTe Privacy Program (LinkedIn), 390
- Twain, Mark, 510
- Twitter
- finding content creators on, 627
- posting job listings on, 436
- two-way communication, 338
- type
- columns, 487
- fonts, 486
- margins, 487
- overview, 485
- point size, 487
- Tyson, Eric, 99
U
- unintended consequences (decision-making), 210
- unknown information, 332–333
- unlike operations (parallel processes), 127–128
- unmodified opinion (auditor’s report), 119–120
- unsolicited recommendations (LinkedIn), 416
- unusual gains and losses (income statement), 51–53
- unwritten rules, 241
- upper management (projects), 265
- upsells, 596
- urgency and scarcity headlines (blog), 632
V
- value investors, 111
- values (Six Sigma quality), 160
- vehicle of content (content marketing), 616
- vendors (project management), 265
- visualizing technique
- active listening, 338–339
- planning messages, 455–456
- visuals, using in business writing, 460
- vocabulary guidelines (business writing)
- abstract nouns, 480–481
- action verbs, 482–483
- concrete nouns, 480–481
- everyday words and phrasing, 478–479
- and or but, 528
- reader-friendly words, 479–480
- use of comparisons, 483–484
- use of however, 523–524
- which versus that, 525–526
- who versus that, 526–527
- who versus whom, 526–527
W
- waiting period (WIP), processes, 130, 139
- warning headlines (blog), 633
- Warning icon,
- WBS (work breakdown structure)
- assumptions and, 314–315
- break points, 320–321
- categorizing work, 325–326
- conducting survey using, 316–317
- contract for services, 321–322
- deliverable/activity hierarchy, 318–319
- determining detail needed, 313–314
- developing, 323–325
- formats, 328–330
- identifying risks, 332–334
- improving quality of, 330
- labeling entries, 326–327
- long-term project, 321
- naming objectives, 315
- overview, 311–313
- representing conditionally repeating work, 319–320
- schemes, 322–323
- templates, 331–332
- titling activities, 315–316
- WBS dictionary, 334
- webinars
- BOFU content marketing, 609
- deep-discount offers via, 591
- gated offers via, 584
- what’s in it for me (WIIFM), 278, 458–459
- white papers, 584
- white space, choosing for readability, 485
- Whiteboard Friday blog, 625
- Whole Foods, 569, 606
- WIIFM (what’s in it for me), 278, 458–459
- WIP (waiting period), processes, 130, 139
- wisdom of crowds concept, 186
- The Wisdom of Crowds (Surowiecki), 186
- Wood, Mark, 225
- Woods, Geraldine, 521
- work breakdown structure. See WBS
- Work option (LinkedIn top navigation bar), 375
- work order, defined, 285
- work packages, 318
- workplace environment
- decision-making and, 180–188, 238–242
- emotional safety, 240
- high-quality interactions, 241
- physical safety, 240–241
- Write for Us page (MarketingProfs), 628
- writers (blogs), 626–630
- writing down (writing off) assets, 52
- writing recommendations (LinkedIn)
- choosing who to recommend, 418–419
- conciseness, 420
- creating recommendation, 420–422
- details, 419
- specificity, 419
- writing style
- clarity and simplicity, 470–471
- conversational tone, 476–478
- overview, 469–470
- readability of, 471–474
- rhythm, 474–476
- texting and instant messaging, 503
- written approvals (projects), 277
- written voice. See tone
Y
- yellow belts (Six Sigma), 161
- “you-not-I” concept (business writing), 466–468
Z
- Zarrella, Dan, 542
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