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The business memo is generally used in place of a traditional letter for internal communication. They may be used to convey information such as policy changes, promotions or other personnel changes, a project status update, or increased offering of products and services. They can also be used to request that employees attend a meeting or make changes to work procedures or practices, or they can address a problem, such as employee tardiness or absence, or provide feedback on a product or program. Be careful when communicating confidential information; a face-to-face meeting may be more appropriate in such circumstances.
The tone of a memo is generally fairly formal, so choose your wording appropriately. Since you typically send memos to those working within your company, you can use a more informal tone than you would if you were writing a business letter, but it is inappropriate to be too informal (using slang, for example). Conciseness and clarity in language are always best. Use active rather than passive voice whenever possible.
MEMO SECTIONS
● The heading section identifies the recipients of the memo (that is, your readers), the sender, the date the memo was sent, and the subject (or purpose) of the memo. The heading generally looks like this:
TO: (recipients’ names and job titles. Include all those who really need to receive the information, but don’t include anyone who doesn’t. Make sure to spell names correctly and to include the complete name and correct titles of recipients.)
FROM: (your name and job title.)
DATE: (current date.)
SUBJECT: ( The subject line should be specific enough to convey the main purpose of the memo. For example, “Mandatory Employee Benefits Meeting on Friday, June 4” rather than “Meeting”.)
You may choose to include your initials after your name and job title in the “From” line to show that you approve the contents of the memo (if you asked someone else, such as a secretary or administrative assistant to write it on your behalf) or to authenticate the letter.
● The opening section states the purpose of the memo. It is generally quite brief – usually, no more than a few sentences.
● In the body (or discussion) section of the memo, include any information the reader(s) might need to know. The most important (and most specific) information should come first, followed by less important (and more general) information. Keep in mind that memos are meant to be brief (most are not longer than a page).
If you have included an attachment – such as a graph, chart, list, or a more detailed summary of research findings – you may want to identify it here if appropriate, or you can do so in the closing section.
● In the closing section, indicate your recommendations, the action you want the reader(s) to take, or (if no particular action is necessary) end the memo on a positive note. Make sure to include enough information to clearly convey your request. If possible, include (or reiterate) the benefits the reader(s) will receive by completing the action (such as improving office safety by following the new policy), and indicate anything you are doing or will do to help or make it easier for the reader(s) complete the action.
If some readers may not have it, then you should include your contact information, such as your work phone number or e-mail address.
If you have included any attachments with your memo, identify them here. For example:
“Attached: May 25 Training Seminar Agenda”
BASIC FORMAT GUIDELINES
Memos have one-inch margins around the page and are on plain paper.
All lines of the memo begin at the left margin.
The text begins two spaces after the subject line.
Memos do not begin with a salutation.
No closing remark such as ‘Sincerely’ or ‘Best regards’ is necessary.
The body of the memo is single-spaced, with two spaces between paragraphs.
If the memo is longer than a page, repeat the “To” line, the date, and the subject line on and add a page number to subsequent pages.
Traditionally, memos have not included signature lines. The practice of doing so is becoming more common, however. In such cases, the written signature is followed below by the typed name of the sender.
The sender usually signs the memo using initials, first name, or complete name. |
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