Bullets can streamline your writing

15/06/11 4:13 PM

Investment RFP writers–the folks who fill out those tiresome questionnaires called requests for proposals–sometimes get sloppy.

Photo by Paul Watson

Tight deadlines allow little time for copyediting. This before-and-after example shows how adding bullet points can streamline an RFP answer. The “after” example is also easier to skim.

BEFORE editing

Each month, you can expect a summary report via email that includes your portfolio’s performance results, attribution analysis, and portfolio characteristics. We send the summary reports no later than six business days following month end.

AFTER editing

Within six business days of month end, you will receive by email a summary of your portfolio’s

  • Performance
  • Attribution analysis
  • Key characteristics

How you can crack this editing challenge

Could you achieve the “after” version on your own?

It’s a result that mind mapping, which I discuss in “How to Write Blog Posts People Will Read,” could help you to achieve.

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Need to write better? Register for my next class on “How to Write Blog Posts People Will Read: A 5-Week Writing Class for Financial Advisors” starting May 16. You won’t get another chance to take this class until 2013.


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Copyright 2012 by Susan B. Weiner All rights reserved
This content may not be reposted without the author’s written permission.

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  1. Reader challenge: Improve this white paper introduction
Posted by Susan Weiner CFA | in institutional, writing | No Comments »

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