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BCC Client Acquisition Memo

BCC Client Acquisition Memo

Overview Regardless of where in the world you are working or who you are working with, developing a comprehensive understanding of the clients, organizations, manufactures, businesses, and industry leaders that you work with is key to your professional success. In the “Self Assessment 1” assignment you completed, you considered how culture impacts your perspectives, expectations, interpretations, and world views. In this assignment, you will conduct research about your assigned client to develop a comprehensive understanding of your client, including their background, interests, goals, professional and corporate culture, and, as applicable, their philanthropy. Businesses are often conceptualized as one-dimensional entities who operate based on the single goal of making as much money as possible. While ensuring that a business is profitable is obviously necessary, businesses, like the people who run them, have varied interests and perspectives, as well as different beliefs about what is valuable or what expenses are worthwhile. For example, through their Innovative Learning program, Verizon (Links to an external site.) has recently begun working with Title 1 schools to integrate technology throughout the schools and disseminate devices to the students. Additionally, they are building high tech STEM labs in middle schools (and are soon expanding to high schools), and have worked with ASU to help develop appropriate STEM curricula and implement teacher training. In addition to accessibility and education, Verizon also has sustainability goals (Links to an external site.), goals for human prosperity (see their Reskilling and Upskilling (Links to an external site.) and Employee Volunteers (Links to an external site.) pages), and offers a variety of grants (Links to an external site.). Similarly, your prospective clients understand themselves as fitting in with and being part of the communities they exist in in some way. As a professional, you must develop a comprehensive understanding of your clients’ values, perspectives, and needs in order to develop solutions that help them achieve their goals. Purpose To develop a comprehensive understanding of your client, including: Your client’s history Your client’s values Your client’s goals Your client’s needs Your client’s goals and objectives Your client’s cultural perspective Your client’s identity, including: how they describe their organizational identity how they are perceived within the community how their actions/policies/etc. support their projected and perceived identities How your client is embedded in their community, including: how they understand their role within the larger community how community members understand their role within the larger community how your client actually functions as part of the larger community, as evidenced by past, current, and future projects, etc. As well as to develop audience centered communication competencies, including: Audience appropriate openings and closings in emails Clear, complete, and targeted messages Understanding what the specific audience you are addressing needs or wants from you Thinking about your message from the perspective of your specific audience Organizing information and/or messages so it is easy for your specific audience to follow and understand your message Using standard formatting to make your message clear, organized, easy to read, and professional in appearance Objectives Through the analysis of an assigned client, this assignment develops a foundation for achieving the following GenEd Human and Cultural Diversity assessment objective: SLO1: Demonstrate the ability to see issues from the perspective(s) of other groups/cultures by describing the values and communication styles found in groups different from one’s own and the way in which those differences can affect styles of verbal and nonverbal communication. Satisfactory: 1) Student demonstrates adequate understanding of the complexity of elements important to members of another group/culture. 2) Student recognizes and participates in cultural differences in communication and begins to negotiate a shared understanding based on those differences Exceeds Expectations: 1) Student demonstrates sophisticated understanding of the complexity of elements important to members of another culture. 2) Student articulates a deep understanding of group/cultural differences and is able to skillfully negotiate a shared understanding based on those differences. Assignment Overview and Prompt For this assignment, you will respond to a prompt, which is presented as an email from your project manager, Maya Harris. As such, you will respond to the prompt as though you are responding to an email. Because you are responding to an email from your project manager Maya Harris, it is important that you write your response as though you are actually responding to your project manager. PROMPT Client Acquisition Maya Harris Tuesday, 6/8/2021 8:13 AM To: You Good Morning, I hope you had a restful weekend and got a chance to enjoy the beautiful weather. As I explained in the project review meeting last week, I want to acquire [your assigned client’s name]. As you know I’m interested in pursuing some new sustainability projects, and [your assigned client’s name] has expressed interest in moving in that direction. But we’ll need to come up with something innovative and inspiring to get their attention. To get us started, each of the members of your team are going to do research and analysis on this client to figure out where they’re coming from, where they want to be, and where they see themselves in the future. Then, we will show them that we can help them achieve their vision of the future. Get me a report on [your assigned client’s name] by next week. I want to know them by the time I’m done reading, and I want you living and breathing them by the time you’re done with your report. I also want you to look into some of the sustainability accomplishments of similar entities, both domestic and abroad. This is going to help inspire us as we think through what we can do for our target client, and it will also help our target client get a look at the bigger picture. In your report, include 1) a domestic example of an entity that is very similar to our target client (same field obviously, but also similar in size, scope, issues they’re facing, etc.) who has completed or has nearly completed one or more significant sustainability projects, and 2) an international example of a similar entity (again, same field, as well as similar size, scope, etc.) who has completed or has nearly completed one or more significant sustainability projects. For both the domestic and international comparisons, make sure you include a brief background, quick comparison to our target client, and a few bullet points describing each sustainability project, costs, goals, and any reported impacts. This part of the report needs to really demonstrate the global reach of the kind of sustainability-based project we are seeking to develop. I’m putting everyone on this individually because all of you need to know this client inside and out, and some of you will find things that others might miss. Plus, some of you will be more thorough than others and I want to know who those people are. Looking forward to your reports. MH Things to Consider Audience Centered Communication Because the primary audience for your report is your project manager, Maya Harris, you must consider her expectations, preferences, communication style, requests, and perspective as you complete your report. Below are some things that you know about your boss: What you know about Maya Harris: The youngest of 4 children, Maya Harris lived in New Zealand until she was 15. At 15, her parents (from Ghana and Norway), both doctors who worked with Doctors Without Borders, accepted teaching positions at Stanford University in California. Maya holds a BS in Chemistry and Soil Science (California Polytechnic State University), and a MA and Ph.D. in Environmental Engineering (UC Berkeley). Maya Harris has worked for: The DOD; Caltrans; General Motors; and Equipoise Corporation. As a project manager, Maya Harris concurrently oversees 1-7 projects at a time, depending on project scope and client profile. The firm entrusts Harris with many of its most important projects. Harris boasts a portfolio full of large, high profile projects and highly sought after clients. She is well known for her organization, thoroughness, creative thinking, and leadership. She expects high quality, innovative, thoughtful, and thorough work from her teams. She is always on the lookout for excellent team members, and has a knack for building symbiotic teams, improving her teams’ and firm’s competitive edge and rates of success. Harris expects team members to be resourceful, reliable, and collaborative. Getting Answers to Your Questions In professional instances like this, your superiors are likely to assume that you have knowledge that you may not actually have. For example, what information is she expecting in the report? How should it be formatted? What citation style should you use? Often times, co-workers or office administrators are great resources for answers to these kinds of questions, and many companies have specific format guidelines for various document types. But sometimes you’ll need to use your best judgement, and you must always take your specific audience into account to make your work shine. In this case, we will assume that you’re new to the company, and aren’t really sure what to do. Thankfully, you have a friend who works for the same company, so you ask them for guidance. This is what they tell you: Citation Style: The firm you work for, Engineering Solutions, uses IEEE citation style (Links to an external site.) (as you suspected!) Cite. Your. Sources. Even though you are expected to use your own words in this report, you must provide in-text citations for your information sources. All of your future bosses, clients, etc. don’t just want to know that you’ve done your research, they want to know where you got your information, and in many cases they’ll want to take a closer look at the information you have shared with them. So tell them where you got your information and data throughout the entire report. In addition to including all of your references at the end, you must provide in-text citations throughout your report. Yes, you’re using your own words, but the main point of citing sources is to show where you got your information and ideas. What to Include: Client research reports must always include: Background and history of your potential client In addition to providing valuable information for your company, your team must demonstrate a knowledge and understanding of your potential client that shows the client that you are invested in them, not just the money you’ll make if you win the bid. Review the sample proposal provided to you to see what this looks like in practice. Information about the specific area where you plan to implement your project idea, including a history of the area, relevant population and demographic information, and information about the physical attributes of the area Your project location will most likely be in the Tampa or Saint Petersburg area (although you are not limited to these areas). Your Project Location Information section will include a history of the area as well as demographic information about the population, and the physical attributes of the area, including information about elevation, soil and drainage, flood information, weather patters, days of sun, etc. Client values and/or goals, as publicly stated via mission statements/”About” info on websites, as well as via any relevant news articles Instances of the client taking actions or implementing policies that support their value claims, such as a company who claims to have/support strong family values who also offers 12 months paid maternity leave to employees List of 3-4 recently completed, current/ongoing, and planned projects with a 3-5 sentence summary about each project, listed in descending order of recency However, different project managers will want some additional info, too, and Maya Harris is well known for her thoroughness, organization, and planning. This means you’ll need to include the additional information that she specifically requested in her email. Document Formatting: Concerning report formatting…. well, when your friend started explaining it to you your eyes glazed over, so they emailed you this empty shell document Download this empty shell documentthat has the general format they usually use laid out for you. Your friend even included some general directions for what you must include in each section! But remember, you’ll need to add headings and subheadings for the additional information that your boss asked for in her email. You can also change the style as you see fit, create a different cover page, etc. Content Expectations: As a competent engineer, employee, and team member, you are expected provide a clear, well organized, and thoughtful report of your research. In other words, you are expected to conduct research about your client and, in your own words, summarize your research for your boss via this report. It is extremely unlikely that you will ever be asked to generate a report with the expectation that you’ll copy and paste the results of your Google search into a document, stamp your name on it, and call it a report. That kind of careless and lazy “work” is likely to be poorly received, and could be grounds for reprimand or even termination, depending on factors such as plagiarism. You are expected to keep direct quotes to a minimum. Only use direct quotes when necessary, or if you are including the specific wording of a policy, slogan, goal, etc. and it is important to keep the exact wording used by the source. *QUESTION PENALTY OVERVIEW* This assignment has two overarching purposes: to develop a comprehensive understanding of your client and to develop audience centered communication competency. As such, you are expected to carefully and thoughtfully consider all aspects of this assignment based on your understanding of your boss’s perspective and expectations (your boss is Maya Harris). In order to aid your independent thought and communication competency development, teams’ average score totals (the total that will be shown on the score board, not your individual grades) will be issued a 5 point deduction for every instance where more than one question is asked per team, more than one team member asks a question, or a question is asked that is answered/addressed/linked in the assignment description/assignment document, or that can be answered fairly easily via internet research or group discussion. Therefore, it would be wise to discuss your questions and thoughts with your team members first, to only ask a question that is deemed very important by the entire team and unanswerable via internet research or discussion, and to specifically assign one person to ask the question on behalf of the entire team. To be clear: This assignment is an INDIVIDUAL assignment, and is NOT collaborative; however, the question penalty will encourage independent thinking as well as help you simultaneously develop self- and team-reliance. The penalty is also based on your target audience’s preferences and characteristics; asking your boss a bunch of questions that you could probably think through and work out yourself, or with the aid of some group discussion or a quick internet search would reflect poorly on you and on your team. The penalty will affect your team’s overall standings, but will not impact your individual grade. Tags: client acquisition User generated content is uploaded by users for the purposes of learning and should be used following Studypool’s honor code & terms of service.

Reference List: Basic Rules

Note: This page reflects the latest version of the APA Publication Manual (i.e., APA 7), which released in October 2019. The equivalent resource for the older APA 6 style can be found here.

This resource, revised according to the 7th edition APA Publication Manual, provides fundamental guidelines for constructing the reference pages of research papers. For more information, please consult the Publication Manual of the American Psychological Association, (7th ed.).

This page gives basic guidelines for formatting the reference list at the end of a standard APA research paper. Most sources follow fairly straightforward rules. However, because sources obtained from academic journals carry special weight in research writing, these sources are subject to special rules. Thus, this page presents basic guidelines for citing academic journals separate from its “ordinary” basic guidelines. This distinction is made clear below.

Note: Because the information on this page pertains to virtually all citations, we’ve highlighted one important difference between APA 6 and APA 7 with an underlined note written in red.

Formatting a Reference List

Your reference list should appear at the end of your paper. It provides the information necessary for a reader to locate and retrieve any source you cite in the body of the paper. Each source you cite in the paper must appear in your reference list; likewise, each entry in the reference list must be cited in your text.

Your references should begin on a new page separate from the text of the essay; label this page “References” in bold, centered at the top of the page (do NOT underline or use quotation marks for the title). All text should be double-spaced just like the rest of your essay.

Basic Rules for Most Sources

  • All lines after the first line of each entry in your reference list should be indented one-half inch from the left margin. This is called hanging indentation.
  • All authors’ names should be inverted (i.e., last names should be provided first).
  • Authors’ first and middle names should be written as initials.
    • For example, the reference entry for a source written by Jane Marie Smith would begin with “Smith, J. M.”
    • If a middle name isn’t available, just initialize the author’s first name: “Smith, J.”
  • Give the last name and first/middle initials for all authors of a particular work up to and including 20 authors (this is a new rule, as APA 6 only required the first six authors). Separate each author’s initials from the next author in the list with a comma. Use an ampersand (&) before the last author’s name. If there are 21 or more authors, use an ellipsis (but no ampersand) after the 19th author, and then add the final author’s name.
  • Reference list entries should be alphabetized by the last name of the first author of each work.
  • For multiple articles by the same author, or authors listed in the same order, list the entries in chronological order, from earliest to most recent.
  • When referring to the titles of books, chapters, articles, reports, webpages, or other sources, capitalize only the first letter of the first word of the title and subtitle, the first word after a colon or a dash in the title, and proper nouns.
    • Note again that the titles of academic journals are subject to special rules. See section below.
  • Italicize titles of longer works (e.g., books, edited collections, names of newspapers, and so on).
  • Do not italicize, underline, or put quotes around the titles of shorter works such as chapters in books or essays in edited collections.

Basic Rules for Articles in Academic Journals

  • Present journal titles in full.
  • Italicize journal titles.
  • Maintain any nonstandard punctuation and capitalization that is used by the journal in its title.
    • For example, you should use PhiloSOPHIA instead of Philosophia, or Past & Present instead of Past and Present.
  • Capitalize all major words in the titles of journals. Note that this differs from the rule for titling other common sources (like books, reports, webpages, and so on) described above.
    • This distinction is based on the type of source being cited. Academic journal titles have all major words capitalized, while other sources’ titles do not.
  • Capitalize the first word of the titles and subtitles of journal articles, as well as the first word after a colon or a dash in the title, and any proper nouns.
  • Do not italicize or underline the article title.
  • Do not enclose the article title in quotes.
    • So, for example, if you need to cite an article titled “Deep Blue: The Mysteries of the Marianas Trench” that was published in the journal Oceanographic Study: A Peer-Reviewed Publication, you would write the article title as follows:
      • Deep blue: The mysteries of the Marianas Trench.
    • …but you would write the journal title as follows:
      • Oceanographic Study: A Peer-Reviewed Publication

Please note: While the APA manual provides examples of how to cite common types of sources, it does not cover all conceivable sources. If you must cite a source that APA does not address, the APA suggests finding an example that is similar to your source and using that format. For more information, see page 282 of the Publication Manual of the American Psychological Association, 7th ed.

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