Commercial Portfolio Unit 4

Commercial Portfolio Fourth Unit

Joselinne Sagastume #12 11th Accounting

MY LEARNING PROCESS HIGH SCHOOL LEVEL

COURSE: Commercial English II Ana Lucia Perez Garcia UNIT: Fourth Academic Unit (August 18 - October 15) 5th Bilingual/ 5th Accounting

TEACHER: GRADE:

UNIT COMPETENCE: Creates business-related documents in a variety of contexts applying vocabulary, grammatical structures, and topics seen throughout the unit while following American Business Guidelines in form and format.

ACHIEVEMENT INDICATORS ASSESMENT ACTIVITIES DATES PER SCORING WEEK CONTROL 1. Writing: Writes business-related documents following American Business Style  Unsolicited August 28 /100 guidelines applying English grammatical Application Letter September 3 /100 structure, tone, and context in writing  Solicited Application September /100 production activities.

Letter 17  Resignation Letter Organizes documents and proofread written assignments in a chronological order following rubric, teacher instructions, and editing techniques in the digital portfolio to maintain information which can be readily accessed upon request.

ACHIEVEMENT INDICATORS Applies and demonstrates understanding of vocabulary and distinguishes among employment correspondence documents in direct questionings presented in the test.

Understands and writes employment correspondence letters following case study instructions using appropriate tone, American business guidelines, and grammatical structures in the requested document.

Applies and demonstrates understanding of vocabulary and distinguishes among formal and informal reports in direct questionings presented in the test.

Elaborates reports (formal / informal) following instructions, American guidelines, form and function. Demonstrates understanding of case study and following instructions appropriately.

2. Portfolio (Digital) Pictionary, Summary, and Business Letter examples and templates uploaded to Issuu **Rubric provided

ASSESMENT ACTIVITIES 1. 

Unit Four Partial Test (Theory): Employment Correspondence Theory and Vocabulary

2. Unit Four Partial Test (Practical):  Employment Correspondence Letter 3. Unit Four Final Test (Theory):  Formal and Informal Reports Theory and Vocabulary 4. Unit Four Final Test (Practical):  Informal Report

Throughout the Unit October 1

DATES PER WEEK

/100

SCORING CONTROL

September 26

/100

/100 September 26

October 10 /100

October 10 /100

Index Pictionary………………………………………………………………………………………………………………………………………………4-6 Employment Correspondence……………………………………………………………………………………………………………7 Resume……………………………………………………………………………………………………..……………………………………………..8 Examples………..…………………………………………………………………………………………………………………………………9-12 Application Letters………………………………………………………………………………………………………………………………13 Solicited…………………………………………………………………………………….……………………………………………..14 Examples…………………………………………………………………………………………………………………………15-16 Unsolicited…………………………………………………………………………………………….………………….…………….17 Examples…………………………………………………………………………………………..…………………..…………18-19 Follow-Up……………………………………………………………………………………………………………………………….…………….20 Example…………………………………………………………………………………………………………………………….…………………..21 Letter of Recommendation…………………………………………………………………………………………………….………..22 Example……………………………………………………………………………………………………………………………………….………..23 Letter of Reference…………………………………………………………………………………………………………………….………..24 Examples……..………………………………………………………………………………………………………………………..…………25-26 Declining a Job Offer……………………………………………………………………………………………………………..……………27 Examples……………….…………………………………………………………………………………………………………………..…….28-29 Rejecting a Job Applicant…………………………………………………………………………………………………………………30 Example………………………………………………………………………………………………………………………………………………….31 Letters of Resignation………………………………………………………………………………………………………………………….32 Examples………………..………………………………………………………………………………………………………………………..33-34 Letter of Introduction……………………………………………………………………………………………………………………………35 Examples…………………………………………………………………………………………………………………………………………36-37 Pictionary………………………………………………………………………………………………………………………………………….38-41 Reports……………………………………………………………………………………………………………………………………………………42 Types of reports……………………………………………………………………………………………………………………..43 Informal Reports…………………………………………………………………………………………………………………….44 Formal Reports……………………………………………………………………………………………………………………….45 Proposals………………………………………………………………………………………………………………………………………………46 Reflective Essay…………………………………………………………………………………………………………………………………….47 Partial Test………………………………………………………………………………………………………………………………………48-49 Appendix………………………………………………………………………………………………………………………………………..50-51

Pictionary Word

Definition

Affiliation

Association, The new relationship affiliation of my neighborhoo d is more effective.

Inconsistent The erratic of , unstable people in the company was noticed by the boss.

Erratic

Extracurricular Nonschoolrelated

Example

Extracurricul ar activities in my school are numerous.

Picture

Personnel

Group of employed people

The boss hire new personnel.

Prospective

Possible

That proposal is a prospective one, we will take it into account.

Sporadic

Occasional, Sporadic infrequent events took place at my company.

Trendy

Very Trendy fashionable clothing makes you look better

Vouch

To verify, to guarantee

When I use my credit card I always receive a vouch.

Employment Correspondence Writing an application letter and accompanying a resume can help anybody t get a job if they are well planned and written. You must include a list of facts that could convince the employer you are a valuable employee.

The Resume It is also known as data sheet or vita. It is an outline of all you can offer to an employer. All the information should be expressed in short phrases rather than whole sentences, It is preferable to it must look: - Proffesional - Accurate - Parallel

Personal Data Joselinne Sagastume 3 Calle 3-89 Zone 17, Residenciales La Sabana Cell phone: 4130-0780 Home: 2484-7379 E- mail: Jpsagastume@hotmail.com

Career Objective: To work in an Accounting Department for a large corporation, applying all my knowledge, and developing all the skills I learned while my school career

Work Experiences November 1st, 2013 To December 25, 2013

Personal Assistant, at BDG, S.A. 9a. Calle13-45, Zone 13 Edificio Plaza Trafalgar Fifth Level, Uncharged of data entry and quality Control in different platforms the company created for the consumers for them to have an easy management of their data

October 15, 2011 To November 30, 2011

Assistant, BFashion Salón & Spa, Guatemala, Guatemala It was my first labor experience in which I was uncharged of helping the estheticians and also the secretary in their daily labors.

Education Colegio El Sagrado Corazón de Jesús 27 Calle 12-69 Zone 16 Acatán

2015

Graduated from Accounting with an extra diploma as a Master of Business Administration, special courses as Typing, Marketing, Commercial English and Filling

2012

Middle School Diploma

2015

Growth Program Spring Festival’s Opening

2014

Junior Achievement Program Leadership Conference, URL

2013

Empresarios Juveniles de Guatemala, 4th Place Diploma

Extracurricular Activities

Windows Excel 2012 Preparation Course Spring Festival’s Opening 2012 2011

Spelling Bee Contest, 3rd Place Diploma Spring Festival’s Opening FIE, Foro Internacional de Emprendedores

Languages Instituto Guatemalteco Americano 9 Avenida 4-05, zone 4 Colegio El Sagrado Corazón de Jesús 27 Calle 12-69 Zone 16 Acatán

2015

Advanced English Courses Diplomas

TOEIC Certificate Bilingual Accountant Degree

References Mr. Edgar Santos BDG, S.A., General Executive

16 Avenida 3-28, Zone 2 5510-6059

Ms. Alejandra Reyes Ochoa BFashion Salón & Spa, Owner

3 Calle 02-65, Zone 14 4110-4018

Mrs. Virginia Sosa BDG, S.A., Human Resources

8 Avenida 2-40, Zone 5 3033-5975

Letters of Application Its main purpose is to attract the employer’s attention and persuade him/her to grant you an interview; it is also used as cover letter for your resume.

There are two types of Application Letters: - Solicited - Unsolicited

Solicited - Is written in response to a help wanted advertisement

3ª Avenida 3-89, Zone 17 01017 Guatemala August 29, 2014

Mr. Alfredo Ochoa Cervecería Centroamericana, S. A. 3ª Avenida Finca el Zapote, Zone 2 01002 Guatemala Dear Mr. Ochoa: I would like to apply for the position of Account Executive – Telemarketing, which you advertised in Prensa Libre on August 25, 2014. Since I have the experience you required for the position.

As you will see from my resume, I have a degree on Marketing and Publicity. I have worked as a sales person in BDG, S. A. Since I graduated from college, a job where I was responsible of the publicity and promotion of the software’s they sale.

I have special abilities in the business world since I have good relations with others, knowledge in marketing, publicity, finance, and business administration.

I would like, Mr. Ochoa, to be part of your working team. I am available for an interview Wednesday to Friday during business hours. You can contact me at 4130-0780.

Sincerely yours,

Joselinne Sagastume

Enc.

Unsolicited It is written to a company for which you would like to work even though you know of no particular opening.

10 Avenida 12-38, Zone 10 01010 Guatemala August 27, 2014

Mr. Alfredo Ochoa CervecerĂ­a Centroamericana S.A. 3 Avenida Norte, Finca El Zapote, Zone 2 01002 Guatemala

Dear Mr. Ochoa: I am certainly sure that the abilities and skills I have developed in my accounting career are appropriate to your company, since I have experience in working under pressure and filling documents rapidly in an organized way.

As you will see from my resume, I have special abilities in accounting, finance, laws, marketing and business administration areas, which I applied in my previous jobs as Personal Assistant.

I would like Mr. Ochoa, to be part of your working team. I am available for an interview Monday through Friday during business hours, you can contact me at 4130-0780 Sincerely yours,

Joselinne Sagastume

Enc.

Follow-Up Letters It is a letter written after an interview. It should be courteous and brief and it must thank the employer for the interview.

Letter of Recommendation It is an endorsement, it must be persuasive.

It should include: - A statement of the letter’s purpose - An account of the duties performed by the applicant or of the applicant’s general qualifications - A concluding statement specifically recommending the applicant.

Letter of Reference It is a simply report. It must include: - A statement of the letter’s purpose - An account of the duties performed by the applicant or of the applicant’s general qualifications

CEMACO, S. A. 3a. Avenida 4-20, Zone 13 01013 Guatemala

September 2, 2014

Mr. Julio Morales TPP Marketing 2a. Calle 7-32, Zone 10 01010 Guatemala

Dear Mr. Morales: It is a pleasure to provide you the information you requested regarding Giselle Santa Cruz work development in finance area, hoping it will be kept confidential.

Ms. Santa Cruz had worked as a project manager in our company and was uncharged of all the marketing area of it. Her work was excellent, she was a proactive person, always giving the extra mile.

I am pretty sure Ms. Santa Cruz is the indicated person for the position she is applying in your company as a Business manager.

Sincerely yours,

Joselinne Sagastume Human Resources

Declining a Job Offer Sometimes you may be in the unfortunate position of choosing several job offers, or an employer can offered you a job that doesn’t meet your needs or expectative so you write a declining a job offer letter and you must open the possibility of future employment.

Tokio International Products 87 Green Street Miami, Florida 89989 September 10, 2014

Dear

I am sorry to inform you that the position of assistant marketing agent has been already filled by the applicant that is most suitable for the position.

Your resume was thoroughly received by specialized personnel of the human resources department, taking into account the experience you have had before offering the position to another candidate.

Thank you for your interest in being part of our company, we wish you the best In your career.

Sincerely yours, Francisco Vargas Human Resources

Rejecting a Job Applicant When the search for a new employee ends, there will be a successful candidate and many unsuccessful ones. If this happens you must write a letter to the unsuccessful candidates to explain the reason for the applicant’s rejection.

Letters of Resignation Landing a new job usually means resigning from an old one.

Resignations must convey negative message as positively as possible, it should express regrets not anger.

I should include:

- Mention the day you would like to leave - Express appreciation for your old job and regret at leaving - Offer assistance with any work that you will be leaving undone, or with helping the person who will replace you

304 Golden Avenue Miami, Florida 02830 September 17, 2014

Mr. Max Rosales 712 Oak Street Miami, Florida 03241} Dear Mr. Rosales: Working as financial assistant in TPP Marketing has been one of the best experiences in my life, so it is with regret that I must submit my resignation, effective on September 30, 2014.

I receive a financial manager opportunity that suits better to my college schedule and needs. I appreciate all the knowledge I gain since I worked here.

Before I leave I will complete my unfinished work so that my successor can be prepared. It was a pleasure to work for your company.

Sincerely yours, Joselinne Sagastume

Letters of Introduction They are written when a person you know would like to establish a business relationship with another person you also know and the two business people have never met.

You must include:

- The relationship between you and the person who is being introduced - Your reason for introducing him to your reader - What you or he would like the reader to do for him

Benslow Corporation 328 Main Street

Miami, Florida 092850

September 12, 2014 Mr. Jonathan Smith 353 Golden Avenue Miami, Florida 092856

Dear Mr. Smith: Harrieta Loyed has been working as my assistant for two years.

Due to her experience in financial area, I would send her on my behalf for the next meeting that would take place on September 16, since I will not be able to preside it.

I would appreciate it if you could send her by mail all the necessary information before the meeting, so she can be prepare for it.

Sincerely yours,

Joselinne Sagastume Financial Manager

Pictionary Word Chronolo gical

Itemize

Definiti on Listed in the order of occurre nce

Example

To break down into a list

In the following work you will find each itemize subject

Chronolo gical order is used in all the compani es

Picture

Recur

Scope

Synopsis

To Auditors happen recur again each month to the company to made the monthly report Extent, One range scope of designers is their ability to make abstract drawings Summa The ry synopsis of Alice in Wonderla nd says everythin g about the movie

Verify

To confirm, to prove

Employer s verify the employee resume

Vital

Necess A vital ary for resource life for humans is water and shelter

Volatile

Prone to sudden change

The politics of the company are volatile

Volumino Large us

The volumino us company make many changes

Reports Its main purpose is to communicate essential information in an orgaized, useful format. Writing a report requires the ability to gather important data, organize facts, and compose readable text. It also provides complete and accurate information about an aspect related to the company’s operations.

When writing a report you must chose : 1. A format: it can be formal when the information is intended for national public distribution or informal when the information will be intended for in-house use.

2. Frequency: Some reports are unique, submitted one time only or some others are written routinely.

3. Style: If it is an informal report it can be worded personally if it will be read by only close associates, and if it is a formal report must be impersonal.

Rules you have to keep in mind before writing a report: 1. Always let your reader know where your information comes from 2. Date your report 3. Always keep a copy of your report

Record Report States facts, describing the status of a company Recommendation Report Is an investigative report providing specific recommendations based on investigations

Investigative Report It is based on a study or investigation of a particular situation

Types of Reports

Progress Report States facts, tracing developments that have occured

Statical Report It presents numerical data using charts, tables and graphs

Informal Reports It is usually short, five pages or fewer. It is generally written in form of a memo or a variation of a memo. If it is sent to someone out of the company it must be written as a letter.

The best idea in a formal report is to itemize your data, this means numbering your paragraphs it will be helpful to the reader, and you must include: - First Paragraph: Present the main idea clearly and concisely.

- Middle Paragraphs: Develop the main point with supporting details.

- Final Paragraph: State an objective conclusion, your recommendations may be included at the end of the report.

Formal Reports It requires more extensive information gathering and it is presented in an stylized format • Tittle Page: Will include the tittle of the report, the name of the person who • • • • • • •

•

prepared the report and the name for the person whom it was written.

Table of Contents: It consists of a list of all the headings and subheadings in the report and the number of the pages on which each section begins.

Introduction: It must establish the purpose of your report, and what the report include or does not includes.

Summary: Is a concise statement of the ain points covered in the report.

Body: This is the essence of the report.

Conclusion: Objective statement of what the information in the report has demostrated.

Recommendations: They should be based on the conclusions.

Appendix: Consist of supplementary information that does not fit into a body of the report but that support the data Bibliography: A list of references used in preparing the report

Proposals In a proposal you sale ideas, the main purpose it is to persuade someone to accept your idea and put it into action.

All proposals must: - Define an Idea - Be persuasive - Anticipate objections - Explain how to proceed Proposals contain: -

Title Headings Summary Appendices Cover

What I learned During this fourth unit I learned a lot of things it would be useful for me in the future, and they are employment correspondence letters. I enjoyed this unit the most first because it is the shortest, and second because the topics we learned are easy and important.

I think in other schools they do not learn how to make a resume, or an application letter that are a key in life because when you want to apply for a job you must know how to do it. Also it is important to mention that we always applied the theories and the practices in each letter, so this make us very capable persons at the time we have to write any kind of employment correspondence letters. I also learned how to reject a job someone offered me in a polite way, always taking into account that I have to keep the opportunity of future employment with any company.

In my marketing class I learned that everybody thinks companies main purpose is only to make profits but that it is not completely true because some of them are involved in social responsibility but some others don’t and they think social responsibility is something that the government has to do. I also learned that many companies decided to fire personnel to increase their effectiveness.

When you are part of business world it is probably that you will be asked to give references or recommendations about someone, and believe me it is not easy as it looks, this also needs to have specific facts.

Partial Test

Appendix

http://scn.sap.com/blogs/chris.scott3/2012/10/26/5-tips-formanaging-employee-correspondence

http://vcano-technicalwriting.blogspot.com/2011/02/chapter-18employment-correspondence.html