Writing & Grammar: The Power of Passive Voice

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

As writers, we know we are not supposed to use the passive voice. Nearly every writers' guide tells us to prefer the active voice. This is a view I generally endorse. But, as a student in one of my grammar classes recently argued, knee-jerk conversion of every sentence to active may actually make the writing lose its point.

For example, if a paragraph is about Bob, Bob should be in the subject position in most of the sentences. Bob may do some things, but Bob may have some things done to him. To keep him in the subject role, you have to use passive for some sentences, like this:

Bob traveled [active] to Paris last fall. When he purchased [active] his plane tickets, he was offered [passive] a discount on some castle tours. When he arrived [active] in France, however, he discovered [active] that he had been scheduled [passive] for two tours at the same time. He complained [active] at the tour office, and demanded that the second tour be rescheduled [passive].

This week's challenge: Rewrite the following entirely passive paragraph using mostly active voice. If you chose to retain the passive on some sentences, indicate why. [Hint: decide whether this is the story of the blower vac or of "you" the owner of the new power tool.] I'm looking forward to reading your submissions.

Your new blower vac should be kept clean. It should be used only with dry leaves. When damp earth and debris are picked up, the inside of the fan chamber may become clogged. Then the performance of the unit may be decreased. This area should be cleaned out using a stick or other non-metalic scraper. Cleaning should only be done when the unit is disconnected from the power source. The blower vac should not be stored adjacent to fertilizers or chemicals. The metal parts can be corroded by such storage.

***

Many excellent sentences resulted from last week's challenge. Virtually every sentence readers sent in was an improvement over the original with the false subject. Here is the overall best take on the sentences, presented by Stacey Edwards, who also explains how she analyzed each sentence:

Original sentences are numbered. Revisions are beneath each numbered sentence. [Bold face indicates original subject and verb.] 

  1. There are two places you can edit a resource calendar: the Working Time tab of the Resource Information dialog box and the Change Working Time dialog box.
  2. You can edit a resource calendar in either the Working Time tab of the Resource Information dialog box or the Change Working Time dialog box.

  3. There is a widespread misperception that search fields are case sensitive. (no clear subject or verb)  
  4. Many new employees mistakenly believe that search fields are case sensitive.

  5. It is difficult for voting rights advocates to prove in federal court that packing minority voters into majority-minority districts diminishes their ability to elect candidates of choice.
  6. Voting rights advocates have difficulty proving in federal court that packing minority voters into majority-minority districts diminishes the voters' ability to elect their candidates of choice.

  7. There is an average wait time for tables of more than 40 minutes. (missing subject)
  8. Diners wait an average of over 40 minutes for tables.

  9. It is sometimes desirable to convert user-defined missing values to nulls.
  10. Sometimes, you should convert user-defined missing values to nulls.

  11. There is one simple query that can be issued that allows you to select all records from a table but display only a specified column. 
  12. You can issue a single simple query so that you can select all records from a table, but display only a specified column.

Edwards made sure to find a human subject for every sentence, and I do recommend that writers attempt to find that human actor whenever possible.  I especially love what she did with number 2: she figured out that there was no strong subject or verb, so she cast about for a good subject and put that in: "Many new employees" along with a strong verb, "believe."

On the other hand, sometimes it may be legitimate to speak of things doing things. If the concept or function or widget you are explaining is the most important thing in the sentence, you may want to place that in the subject slot. Here is an example where Barbara Wiedl did this:

The average wait for tables is more than 40 minutes.

The reader's principal concern may well be the wait time, and placing it first in the sentence is a good call.

Similarly, both Wiedl and Michael Stein revised number 5 this way:

Converting user-defined missing values to nulls is sometimes desirable.


Lisa Mileusnich
 gives another good take on number 5 (similar to Stacey's):

Sometimes you should convert user-defined missing values to nulls.

Number 5 also illustrates a common problem I find when I read training materials from which I am trying to learn: the what and how are included, but not the why. By using the words sometimes you at the front, Mileusnich's sentence leads one directly to the question of "When should I make this conversion, and when should I not?" The original, with its "it is sometimes desirable to…" takes the why as a given, as if the reader already knows that conversion is "desirable." Eliminating false subjects may sometimes show us that the sentence could actually contain a lot more information.

***

If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: Avoid Using False Subjects

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

The subject and the verb are two of the most important items in a sentence. The subject is typically the first unit of meaning in a sentence and the verb is the second. Together they form the core content of the sentence:

The angry chickadee chased the marauding squirrel from the feeder.

By starting with the unique subject and a specific action, you create a strong and interesting sentence. However, many of us don't write our training and business documents that way. Instead, we distance ourselves and our readers from the content of our sentences by using "false subjects." A false subject is the word there or it serving as a placeholder for the true subject. The nonaction verb to be follows, typically in the form of is, are, was, or were, acting as a placeholder for the true action of the sentence.

And where are the true subject and the true action hidden? The true subject might appear after the verb:

There was an angry chickadee chasing a marauding squirrel from the feeder.

But sometimes the subject might not be included in the sentence at all, as the action becomes passive:

There was a squirrel being chased from the feeder.

The cure for this distancing and uninteresting writing style is to (1) notice a false subject at the beginning of a sentence, (2) identify the true subject or actor (who may not even be mentioned in the sentence), and (3) identify the true verb. Once you have identified all of the important content, reconstruct the sentence with the true subject first, then the true verb. Thus,

There are two different ways that a mailbox can be installed.

First I notice the false subject and nonaction verb: "there are." Then I look for the true subject or actor. The true actor is not even in the sentence. To decide on a true actor, I have to think about who would install a mailbox. I could just say "a person," but a more specific person would be better. Maybe a mail carrier or a building contractor installs the mailbox. Or maybe I am talking directly to the reader "you."

Next I determine the action or true verb. In this case "installed."

Now I put the true actor and the action verb at the front of the sentence:

You can install a mailbox one of two ways.

Try that process on these sentences. Feel free to invent true actors if they are not present in the sentence. Add action verbs as needed. I can't wait to read your improvements. I expect your suggestions will make the text below far more interesting and stronger.

  1. There are two places you can edit a resource calendar: the Working Time tab of the Resource Information dialog box and the Change Working Time dialog box.
  2. There is a widespread misperception that search fields are case sensitive.
  3. It is difficult for voting rights advocates to prove in federal court that packing minority voters into majority-minority districts diminishes their ability to elect candidates of choice.
  4. There is an average wait time for tables of more than 40 minutes.
  5. It is sometimes desirable to convert user-defined missing values to nulls.
  6. There is one simple query that can be issued that allows you to select all records from a table but display only a specified column.

***

If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: Should a Comma Go After Although?

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

I rarely go out on a limb and say the word never in answer to a punctuation question, but I am going to chance it this time: Never put a comma after although–unless what follows it is a completely nonessential interruption. Okay, so it turns out I still can't say never. But let's examine why I want to say never. I have recently seen writers incorrectly do this:

Although, Betsy did not want to go swimming that day, Tommy convinced her to jump.

Although, when the water is warm, she loves to go swimming in the ocean, that day the water was cold.

In the first example, there is no reason for a comma afteralthough. The word although is not a transition word ( likehowevertherefore, or moreover). Instead, although is a "subordinating conjunction." It creates a subordinate clause and is actually part of the clause.

In the second example, the comma after although appears to form a pair with the comma after warm, making the introductory clause "when the water is warm" look as though it is parenthetical, or nonessential. However, it is not nonessential, because if you remove it from the sentence, the part about "that day the water was cold" becomes a non sequitur.

Let's look at an example where the word although is actually followed by an interruption, rather than by an introductory clause:

Although, as Pete said, the rain stopped by midnight, the stream was still flooded at 6 am.

The interrupter "as Pete said" is surrounded by commas, meaning you can leave it out and the sentence does not suffer a loss of meaning.

In speech people sometimes pause after the word althoughwith index finger raised, quizzical look on face, appearing to think of a new thought that contradicts what they just said and that might make them change their mind. In these cases, people tend to pronounce the word although in a long, drawn out manner with an emphasis in the middle: al-THOUGH-ohhh. Their words might be punctuated like this:

I intend to fire Jim–although–didn't he just win a new account? [I might be changing my mind.]

The dashes indicate interrupted thought and a complete departure from the gist of the sentence. A comma would not be a strong enough punctuation mark to indicate this kind of interruption. Contrast that with this:

I intend to fire Jim, although [or even though] he just won a new account. [I'm still going to fire him.]

I intend to purchase a new laptop, although my old one still works.

By far the majority of sentences with although in everyday business, training, or marketing are these ordinary uses, not the long, drawn out because-I-might-be-changing-my-mind types of sentences. So, I return to my original statement: don't use a comma after although.

***

If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: Can a Sentence End With a Preposition?

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

Can I end a sentence with a preposition? Well, yes and no. The old school rule that you cannot end a sentence with a preposition has some validity, but it has also been mocked by personages high and low. Allegedly, for example, Winston Churchill said, "That is something up with which I will not put."

The practical solution is to try removing the preposition from the end of the sentence. If it changes the meaning of the sentence, put it back. If you can move the preposition to another place in the sentence, try that. If it sounds really odd and convoluted, put it back at the end. Finally, if you have a preposition at the end, and you try moving it and are pleased with the result, leave it in its new position. 

Here are examples to try out (or to simply try). As always,feel free to send your examples to us.

  1. Our office does not use these old-style floppy disks any more. I think we should throw them out.
  2. What will the meeting be about?
  3. Whom am I speaking to?
  4. I informed the client where the meeting is at.
  5. Which tunnel are we going through?
  6. This is a reminder that the east building is the one we are going to.

***

After I read John M. Widen's entry for last week's challenge, I realized that no more need be said: 

  1. black coffee cup
    • Please wash my black-coffee cup. Someone put cream in it.
  2. cheap jug wine
    • If I decanted my wine into an inexpensive ceramic container, I might refer to it as my cheap-jug wine.
  3. long range plan
    • My long range-plan for the rifle club was written on a roll of butcher paper.
  4. orange sofa pillow
    • I chose lime green for the orange-sofa pillow. Of course I have no taste in colors or syntax.
  5. free range chicken
    • Any poultry that escapes the rifle club might be called free range-chicken, or not.
  6. broken CD tower
    • I should throw those old disks away instead of storing them in my broken-CD tower.
  7. grape seed oil
    • It's easier to plant new vineyards if you lubricate the planter with grape seed-oil.
  8. orange juice maker
  9. lower back pain
    • I have lower-back pain so I engaged a chiropractor who promised to lower back-pain.
  10. red leaf lettuce
    • There is a head-forming red-leaf lettuce but I prefer the taste of red leaf-lettuce.

And here are the correct answers sent to me by Ginny Supranowitz:

  1. black coffee cup
  2. cheap jug wine
  3. long-range plan
  4. orange sofa pillow
  5. free-range chicken
  6. broken CD tower
  7. grape-seed oil
  8. orange-juice maker
  9. lower back pain (I think lower-back could be hyphenated, but we all know what it means without the hyphen.)
  10. red-leaf lettuce
***
If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: Hyphenating Adjectives (And Answers to Last Week’s Challenge)

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

Answers to last week's comma challenge, as presented byJing Ping Fan (Correct answers were also sent in by Susan Benson):

  1. The tall and hollow trunk (or The tall, hollow trunk)
  2. The upper right corner
  3. A quick, easy lesson (or "and")
  4. My blue suede shoes
  5. The small down arrow
  6. A loud and overcrowded stadium (or comma)
  7. A small yellow icon
  8. A large, cracked hubcap (or "and")
  9. The large gray button
  10. A wordy and uninteresting paragraph (or comma)

Are you surprised by some of these answers? For example, did you hyphenate upper right corner? Did you place a comma there? Did you want a comma between small and down for the small down arrow? Let's take a closer look at the items that were difficult.

The first thing to remember is that placing a comma between the adjectives means that you could have used the word andthere. When we try that on the expression upper right corner, we get "upper and right corner." When you read that out loud, it sounds a little odd. But more significantly, it implies almost a feeling that there are two different corners being discussed–an upper one and a right one. This is similar to the expression my blue suede shoes. If you say "my blue and suede shoes," it sounds as if you are talking about two different shoes. The word and truly does not work here, so a comma does not work, either.

Try that again on the expression "small down arrow." In describing such an arrow verbally, would you ever say "the small and down arrow"?  The word and does not work here, and for that reason, there should not be a comma betweensmall and down.

When I was a copyeditor on scientific journals, we used to talk about the "makes no difference" concept. The idea was that if it makes no difference in meaning whether you put a hyphen in versus leave it out, then leave it out. I think this concept works well on "upper right corner." Does it matter whether the reader perceives this as meaning the "upper rightcorner" (the upper one of the right corners) or the "upperright corner" (the upper right one of the corners)? No. Either way, the reader arrives at the upper corner on the right-hand side. Upper andright apply to the word corner equally. So there is no need to hyphenate upper and right to force the reader to join them together.

Contrast that with the expressions "blue laundry marker" and "high priced sedan." In both of these, the way you group the words does make a difference. Let's take out the spaces to show which two words are being read more closely together. If you read these aloud, you can hear that there is a big difference between a "bluelaundry marker" (you can use it only on blue clothes!) and a "blue laundrymarker" (it marks blue on any color clothes). Likewise, there is a difference between a "highpriced sedan" and a "high pricedsedan." The first makes sense, and the second is nonsensical.  What is a "pricedsedan"? In this last example, you do need to hyphenatehigh and priced to help the reader understand: a high-priced sedan.

Try this method on the following examples: If the first two words need to be read together, hyphenate. If the last two words need to be read together, leave it alone. And if it does not matter which two words are read together, also leave it alone.

  1. black coffee cup
  2. cheap jug wine
  3. long range plan
  4. orange sofa pillow
  5. free range chicken
  6. broken CD tower
  7. grape seed oil
  8. orange juice maker
  9. lower back pain
  10. red leaf lettuce

***

If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: Adjectives Versus Adverbs

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

Last week's challenge was a tough one. Several readers correctly punctuated the sentences but did not correctly identify which commas were optional. Sadly, only a minority of respondents got everything right. Here are the answers as presented by Larena Jackson. The goals were to correctly punctuate (or refrain from punctuating) these introductory phrases and to indicate whether the comma was optional or required.

  1. In the morning she will leave the house by 7:30.  
    (optional comma as refers to time-In the morning, she…)
  2. Over the rainbow is where the pot of gold should be.
  3. After the long and boring meeting, we finally broke for coffee. (required-prepositional phrase more than 4 words)
  4. After all, the boss is my best friend. (required-prepositional phrase acts as transition)
  5. In 2009 the software was completely revised. (optional comma as refers to time-In 2009, the software…)
  6. On the other hand, Bill might be better suited for the job than Bob is. (required- prepositional phrase acts as transition)

Respondent Carrie Noxon brought up one thing I did not mention in my column last week: some organizations may have an in-house style that makes the optional comma after a short introductory phrase mandatory.   She writes, "Our standard calls for a comma with introductory prepositional phrases. For us, it is always required. We also like the Oxford comma."

These two rules mean Noxon's organization uses "close punctuation," meaning that all optional commas are mandatory. As soon as I read her comment, I guessed that she must work at a law firm, and indeed, that turned out to be true. Legal writing has a great need for consistency and precision, and using more commas tends to help in that goal.

Correct Answers were sent in by:

  • Larena Jackson
  • Vera I. Sytch
  • Carrie Noxon
  • Lorna McLellan
  • Michael Stein

Adjectives versus Adverbs

Adjectives describe nouns. Blue, tall, funny, long–these are all clearly descriptions of things: The blue screen, the tall coffee, the funny face, a long drive. Sometimes one adjective in front of a noun is not enough to fully describe or identify the item. Then we use two or more: The big old truck, the upper left corner of the screen, a small gray mouse. As soon as you have multiple adjectives in front of the noun, you need to ask whether you need commas between the adjectives. Here's how you tell: if you cannot reverse the order of the adjectives you do not need a comma between them.

Read this out loud:

The small brown bird

It sounds natural and normal. Now try reversing the adjectives:

The brown small bird

It sounds wrong or at least "funny." You do not need a comma between these adjectives because they are in the proper order.

If you can reverse the order of the adjectives, you need to ask a second question: can you place the word and between the adjectives. Here is an example where you can reverse the adjectives:

the small furious rodent

the furious small rodent

You can place the word and between the adjectives, and it sounds natural:

The small and furious rodent

Now, you decide whether to keep the word and or replace it with a comma:

The small, furious rodent

Here is this week's challenge: Decide whether you should place a comma between these adjectives. 

  1. The tall hollow trunk
  2. The upper right corner
  3. A quick easy lesson
  4. My blue suede shoes
  5. The small down arrow
  6. A loud overcrowded stadium
  7. A small yellow icon
  8. A large cracked hubcap
  9. The large gray button
  10. A wordy uninteresting paragraph  

***

If you love Jennie's articles, you'll love her classes. Join her online and learn about Writing Effective eLearning Voiceover Scripts and eLearning: Writing Step-by-Step Scripts and Training Documents.

Writing & Grammar: The Importance of Knowing (at least some) Parts of Speech

by Jennie Ruby Follow us on Twitter View our profile on LinkedIn

If you have spoken English since infancy, you probably have a lot of the structures of English built into your head. You don't need me to tell you, for example, how to fix this sentence:

Towel the into the dryer went.

You probably immediately saw that the sentence was backwards (Yoda-speak) and that the word the goes beforetowel, not after it. The normally structured sentence would read:

The towel went into the dryer.

Why do we have to study grammar rules, then, if we know things like this without even thinking? Because not all areas of English are equally obvious. Punctuation, for example, is an area where we often have to fall back on rules instead of relying on, let's just call it "instinct." So in the interest of being able to punctuate correctly, today, I give you the coordinating conjunctions.

A conjunction is a word that joins things. We have several types of conjunctions in English, but the most commonly used are the coordinating conjunctions. They are used to coordinate two or more equally important points or ideas. There are only seven of them. I recommend memorizing them. Here they are:

But, Or, Yet, For, And, Nor, So

I have capitalized them here to facilitate memorization using the mnemonic device BOYFANS (or maybe you like the music of the Backstreet Boys, so you are a BOYS FAN). Either way, I recommend memorizing these seven words. Once you have them memorized, you can make snap decisions about punctuating compound sentences.

 A. She went to the grocery store early but they were all out of kale.

 B. She went to the grocery store early however they were all out of kale.

Which of these sentences requires a comma, and which requires a semicolon? If you have the seven coordinating conjunctions memorized, you can easily make this decision. Which example is actually two complete sentences joined by one of the seven coordinating conjunctions? If you said A, you'd be correct. Two complete sentences joined by a coordinating conjunction require a comma before the conjunction.

A. She went to the grocery store early, but they were all out of kale.

Try it on your own. My challenge this week is this: which of the following sentences consist of two complete sentences joined by a coordinating conjunction, and where does the comma go in each? Feel free to post your answers below by replying to this post. 

  1. The teacup is on the table but the saucer is on the floor.
  2. The File menu contains all of the commands for opening, saving, and renaming files.
  3. The birdfeeder was full of sunflower seeds and corn yet the birds did not come.
  4. The show featured two major stars so the budget was higher than normal.
  5. The shadow of the billboard fell across the front windows and darkened the space within.

Also, keep an eye out for these kinds of sentences this week. Happy hunting!

***

Jennie teaches two of our writing classes: Writing Training Documents and eLearning Scripts and Writing Effective eLearning Voiceover Scripts.

Writing and Grammar: More on Lists, Bullets, and Tufte

by Jennie Ruby

"PowerPoint…has beaten the bulleted list to death," says Skills & Drills reader Jeannine Statter. "Add a new content slide to a PowerPoint presentation and up pops a bullet followed by Click to add text. [Because every]  new slide [is presented] this way, I'm lead to believe I need a bulleted list whether I really have items that need bulleting or not."

She goes on to say that "A list is an invaluable means of presenting information when it is used properly.  But a sea of bullets in a presentation or manual is just as ineffective as no bullets at all." Her colleague Michael Stein seconds this opinion:

Tufte's opinion [on bullets and builds] seems to be too heavy handed. The goal of a presentation is to convey information to the consumer in the manner that works best for the delivery of the content.  Sometimes bullets are not effective. Sometimes bullets are effective. Sometimes they are most effective when displayed one at a time. This is particularly true when the presenter needs to convey a dramatic point. If you saw all of the bullet points at one time, the presenter would lose the impact.

For example:

  • In 1940, 4,000 molecules per million of carbon in the atmosphere
  • In 1950, 25,000 molecules
  • In 1960, 400,000 molecules
  • In 1970, 2.5 million molecules

Displaying all of these at once would take away from the dramatic impact. Making the font size for each subsequent bullet larger would make it even more dramatic. The presenter should determine if bullet points are the right choice for conveying this particular piece of information. Tufte goes too far when he says that they should never be used.

Stein gives us some good guidelines, echoing Melanie Scott's comments from last week:

To design an effective presentation, the presenter must ask the following questions before deciding upon the presentation medium and manner of presentation: 

  1. Who is my audience?
  2. What do I need to convey to this audience?
  3. What is the best method for conveying this information to this audience?

But what if we have multiple audiences using the material in various ways and in various situations? Stein tells us:

If the presentation is to be given to the audience in an electronic format for later personal use, then the presenter must change the presentation for this format. What works effectively for a live, in-person presentation does not work effectively for the person viewing the presentation on a computer or iPad. When presenters provide the audience with an electronic copy, it is necessary to provide presentation notes to explain the slide content.

Failure to heed this last point: providing notes to explain slide content, is the pet peeve of reader Julie Warnus:

If I ruled the world, every creator of a presentation would include his/her script in the Notes portion. We have thousands of PPTs posted on our intranet or saved in our records management system. A good number of them are utterly useless — because there is no accompanying text that explains the slides.

This complaint is certainly well-taken, but I find that I do not add speaker notes because I often use PowerPoint to create a handout for the audience. I am concerned that if what I am going to say is in print in front of the audience, they will be distracted by reading instead of listening, or they will be reading ahead instead of participating in the current discussion. Am I just a control freak? Or is this a legitimate concern?

My practice is usually right in line with what reader Kay Honaker says:

I use a presentation as much for myself as for my audience: it helps keep me organized and assures that none of the amazing and salient points I want to make are left out. Thus, bullet lists on multiple slides serves the same function as an outline. Each list item is a talking point from which I can launch into discussion or analysis, follow a teaching moment, give background, answer questions.

She seems to share my concern about distraction:

If I'm [talking] for any length of time I blank the screen so the slide doesn't become a distraction.

What do you think? Should slide presentations always contain speaker notes? Should those be in front of the audience during the presentation? Is there a convenient way to create the handouts with no speaker notes, but then make the speaker notes available when putting the presentation online for wider consumption? Am I being, as Tufte says, "authoritarian" or too controlling if I want to use builds in PowerPoint to keep the audience with me? Can revealing bullets one by one be very effective, as Stein says? If you have techniques or opinions on these questions (especially on "Is Jennie a control freak?"), we would love to hear from you.

***

About the Author:  Jennie Ruby is a veteran IconLogic trainer and author with titles such as "Editing with Word 2003 and Acrobat 7" and "Editing with MS Word 2007" to her credit. She is a publishing professional with more than 20 years of experience in writing, editing and desktop publishing.

Writing and Grammar: Responses from United List Lovers

by Jennie Ruby   

This week a number of our readers have joined me in finding some good uses for lists and bullet points. However, that does not mean they reject Tufte's criticisms of bullet overkill (pardon the pun) in PowerPoint use.

For example, Josie Chaney writes:

I agree with you whole-heartedly. I think Tufte is ananachronism. I do however agree with him regarding avoiding the "rollout" of information on each slide; I do think it's too controlling and that there's benefit to allowing the audience to "read ahead" in their attempt to understand and relate bits of info together. I also don't like the repetition of information much; I've seen whole presentations which seem just to repeat buzz-word bullet points and leave crucial questions unanswered. I think if presenters/editors were focusing on answering one or two key questions per slide, while trimming redundancy, it would become clearer whether the presentation provides all the audience needs or expects.

Skills & Drills reader Melanie Scott agrees:

I think Tufte may have over-generalized his hatred of bullets and/or the learning community may have over-applied it.  I haven't seen the whole presentation, but it sounds like Tufte is saying that in training and presentation content the right number of items in a list is zero but not that bullet points are all bad. 

She also says,

It sounds to me that Tufte is really railing against those presenters who create bland, all-bullet content (or word-for-word presentations) using graphics [that] are boring, unreadable and sometimes meaningless and who use canned backgrounds which have nothing to do with the presentation.  [He is also railing against presenters] who think that they must read every word on the slide (or make the class read them), and that is all they do. (This is what many of us were trained to do, me included.  We have to learn to do better and lead by example). Tufte's focus is the presentation of information, not the absolute eradication of bullets and lists in all areas. 

Scott goes on to specify some times when bullets can be used without contradicting Tufte's caution about using them as content:

There are times you need to list things-as Jennie mentions, objectives, steps, etc.  Objectives aren't content, they're introductory… a "here is what we want to accomplish" message. Checklists and process steps are not always necessary in the [content of] training. Sometimes they should be part of the resource material.

Nevertheless, Scott sees ways to avoid bullet lists on slides even when presenting step-by-step training:

Steps can be taught without bulleted lists-one slide per step in order, with specific instructions on why it is first/second/third, which also allows for effective use of images to highlight the step.

Scott sums up what a number of readers thought:

I think Tufte's biggest point is this: when presenting any kind of information (print, training, eLearning, etc), we should consider all the possibilities, with our audience in mind, and use the methods which present the information in the clearest, most concise manner.  According to research, adult learners need training/learning experiences to include experiential components, which allow them to think and apply what is presented.  Bad charts/graphs/visual, presentations and bullets don't do that.

We have more on the use of lists and bullets for next week, so it is not too late to weigh in. If you have particularly good–or particularly bad–example lists, I would love to hear from you.

***

About the Author:  Jennie Ruby is a veteran IconLogic trainer and author with titles such as "Editing with Word 2003 and Acrobat 7" and "Editing with MS Word 2007" to her credit. She is a publishing professional with more than 20 years of experience in writing, editing and desktop publishing.

Writing and Grammar: List Lovers Unite!

by Jennie Ruby   

After reading AJ's Tips for Better Data Representation article, fellow Skills and Drills reader Nancy Elliott sent the following question/comment:

"Edward Tufte may think that the correct number of items that belong in a list is zero, but does Jennie Ruby agree? I am old school. I think bullets help people focus."

My immediate answer is "I do love me a list." I love almost all of the things Tufte hates in a list: hierarchy,  grouping, parallelism and repetition, signals as to whether the order matters or not, colors, shading, list builds in PowerPoint, and drop-shadows. Well, ok, I guess I can live without drop shadows if AJ can.

Why do I love all these things about lists? Because I know that people do not read. They do not read my handouts during classes. They do not read paragraphs of text on websites. They do not read solid pages of text before letting their eyes be drawn to the lists, graphics, and headlines. They do not read paragraphs longer than three lines in email. So if I want my audience to quickly absorb my main points, I make a list.

For example, one of my colleagues tells me that if she needs the answers to three questions she is sending by email, she makes sure to mention that there are three questions and to put each question in a separate paragraph (or bullet point). Otherwise, she says, recipients do not reliably answer–or even seem to notice–all of the questions.

Here is an example of an email message unlikely to get timely and thorough answers:

In reviewing your article (which I enjoyed very much) I found several areas that need attention. For example, I noticed that the page number was omitted for the quote in the first paragraph. I also need further information about your affiliation–did you write this during your tenure at the University of Maryland? In the endnotes, the third note is missing the publisher's city and state. Could you please send the missing information to me by Friday?

Here is the same email message recast as a list:

I enjoyed your article, which I reviewed for publication. However, before we can proceed, we need answers to the following three questions by Friday:

  1. What is the page number for the quote in the first paragraph?   
  2. Did you write the article during your tenure at the University of Maryland? If not, please give the correct affiliation.   
  3. What are the publisher's city and state for endnote 3?

Other lists I love: The list of objectives for a training module. The grocery list. To do lists. Production checklists. Quality control checklists. Outlines. The list of steps in completing a complex procedure. In short, I agree with Nancy that bullets help people focus.

Although I disagree with Tufte's seeming universal hatred of bullet lists, I do agree with his concern that bullet lists in business presentations limit complex analysis, fail to provide background information, and sometimes group things that cannot logically be grouped. For example, in academic writing, I have sometimes seen contradictory items placed within the same list as though the relationships between them are self-evident, with the effect that the reader's eyes glaze over in confusion. 

***

About the Author:  Jennie Ruby is a veteran IconLogic trainer and author with titles such as "Editing with Word 2003 and Acrobat 7" and "Editing with MS Word 2007" to her credit. She is a publishing professional with more than 20 years of experience in writing, editing and desktop publishing.