- A
business memo helps members of an
organization communicate without the
need for time-consuming meetings.
It is an efficient and effective way
to convey information within an
organization.
Use memos rather than letters when
you are communicating within your
organization, including members of
your department, upper management,
employees at another company
location, etc.
Memos solve problems either by
introducing new information to the
reader like policy changes or new
products being introduced, or by
persuading the reader to take an
action, such as attend a meeting,
rinse the coffeepot when empty,
or change a current work procedure.
The writing style of a business memo
is somewhat formal but it doesn't
have to sound intimidating. Your aim
in writing a memo is the same as
with other correspondence: You want
to effectively communicate your
purpose to your reader.
Memos are most effective when they
connect the purpose of the writer
with the interests and needs of the
reader. When planning your memo, be
sure to think about it from your
reader's perspective: Pretend you
are the recipient and ask yourself:
1. How is this relevant to me?
2. What, specifically, do you want
me to do?
3. What's in it for me?
Heading
Segment
Begin the memo with a heading
segment, following this format:
(centered and bold heading)
MEMORANDUM
TO: (readers' names and job titles)
FROM: (your name and job title)
DATE:
SUBJECT: (specifically what the memo
is about)
Make sure you address the reader by
her or his correct name and job
title. Courtesy titles are not
necessary but make sure you spell
everyone's names properly and don't
use informal nicknames.
Use a job title after your name, and
hand write your initials by your
name. This confirms that you take
responsibility for the contents of
the memo.
Be specific and concise in your
subject line. For example,
"computers" could mean
anything from a new purchase of
computers to a mandatory software
class for employees. Instead use
something like, "Turning
Computers off at Night." This
also makes filing and retrieving the
memo easy.
Opening
Segment
Begin your memo by stating the
problem--that is, what led to the
need for the memo. Perhaps a
shipment has not arrived, a
scheduled meeting has been canceled,
or a new employee is starting
tomorrow.
After stating the problem, indicate
the purpose clearly: Are you
announcing a meeting, welcoming a
new employee, or asking for input on
adopting a new policy about lunch
hour length?
Discussion
Segment
In the discussion segment, give
details about the problem, Don't
ramble on incessantly, but do give
enough information for decision
makers to resolve the problem.
Describe the task or assignment with
details that support your opening
paragraph (problem).
Closing
Segment
After the reader has absorbed all of
your information, close with a
courteous ending that states what
action you
want your reader to take. Should
they hand email their reports rather
than hand in hard copies? Attend a
meeting?
Chip in for someone's birthday cake?
A simple statement like, "Thank
you for rinsing the coffeepot after
pouring
the last cup" is polite and
clearly states what action to take.
Traditionally memos aren't signed.
However, it is becoming more common
for memos to close the way letters
do, with a typed signature under a
handwritten signature. Follow your
company's example for this.
Except for memos that are
essentially informal reports or
instructional documents, make the
memo no more than one
page long. In a memo, less is more.
- Summary
Segment
If your memo is longer than a page,
you may want to include a separate
summary segment. This part provides
a brief statement of the
recommendations you have reached.
These will help your reader
understand the key points of the
memo immediately.
To further clarify your meaning,
keep these formatting ideas in mind:
Headings help the reader skim for
sections of the document.
Numbered and bulleted lists make
information easy to scan. Be careful
to make lists parallel in
grammatical form.
Font sizes, underlining, bolding,
and italicizing make headings and
important information stand out.
As in all technical and business
communications, long paragraphs of
dense text make reading more
difficult. Therefore, keep your
paragraphs short and to the point.
Now that you know how to write a
proper memo, you can be sure that
your readers will understand your
intentions.
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