If you do not want to turn your report, advice or memo into a puzzle, you must also ensure a structured logical structure. For a piece of advice to which the reader understands within 30 seconds what to say ‘yes’ or ‘no’ to, the following structure is needed:

  • Write the advice in the te form. (You must be able to put ‘I decide’ before it.)
  • Write your arguments below. (In a statement, so you can put an imaginary ‘because’ between the decision and an argument.)
  • Then make your comments. (In a statement, so that you can put an imaginary ‘but’ between the conclusion and a comment.)

An example advice: a new CRM

Let’s go back to the example above in which we were looking for a new CRM. We discussed the discussion memo in a working group. Let’s say we prefer ToppieToppieCRM from Wauwsoftware. However, we have to make the decision on this with the entire MT. My advice to them:

Advice:

1. Purchase ToppieToppieCRM from Wauwsoftware.

2. Teaching employees to work with ToppieToppieCRM through workshops and e-learning .

The arguments

1.1 ToppieToppieCRM emerged as the best in the comparison between 5 CRMs.

It has all the features we need. Works well with our VP Safety Email List Office applications and CMS. As a cloud application, it continues to evolve. And it falls within the budget that we have available.

Chief and VP of Safety Email Lists

1.2 Wauwsoftware is a suitable partner

They have been around for fifteen years. Have more than 50 employees and more than 250 customers. Most of them are about the same size as us. Continuity thus seems to be guaranteed. 

2.1 It is important that employees are immediately able to work well with ToppieToppieCRM.

ToppieToppieCRM has a different interface than our current CRM. That takes getting used to. In addition, the CRM has new options for sending newsletters, reports and integration with the website. In order to make full use of these possibilities, it is important that employees get to know them well.

The notes:

1.1 Wow software can only start implementation in three months.

That is two months later than our schedule. But that’s not a big problem. We can extend the license of our current CRM for half a year. Then we also have some more time to prepare the implementation and training of employees.

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