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What is Memo?
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 The word “memo” is short for memorandum .

 A memo is a note to a group of people telling
them to do something, or informing them of a
new policy(plan of action).
 A memo is:
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 A hard-copy (sent on paper) document.

 Used for communicating inside an
organization.
 Usually short.
 Contains To, From, Date, Subject
Headings and Message sections.

 Does not need to be signed, but

sometimes has the sender's name at
the bottom to be more friendly, or the
sender's full name to be more formal.
 Reasons to send out a memo could be:
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 An IT guy sending a reminder that all passwords

need to be updated every 60 days.

 An Office Manager reminding people to put all

dishes in the sink by the end of the day.

 A CEO explaining a new bonus policy.

 Memos can be...
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 Memos can be instructional, informational,

directive, persuasive, & technical
 Parts of a Memo
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 Regardless of your purpose, memos are

generally divided into segments in order to
organize the information and to achieve your
intention.
 Heading
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 The heading segment follows this general

format:
 TO: (readers' names and job titles)
 CC: (in case any people you are copying the memo
to)
 FROM: (your name and job title)
 DATE: (complete and current date)
 SUBJECT: (what the memo is about, highlighted in
some way)
 Heading Format 1
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Date: -------
To: ------------
------------
From: ------------
------------
Subject: ------------
 Heading Format 2
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Date: ------------

Subject: ------------

To: ------------

From: ------------
 Heading Format 3
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To: ----- Date: ------

From: ------- Subject: -----

 Heading Format 4
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To: -----
From: -------
Date: ------

Subject: -----
 Opening Segment
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 The gist of a memo should occur in the

opening sentences/paragraphs.
 Summary Segment
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 If your memo is longer than a page, you may want to

include a separate summary segment. This segment
provides a brief statement of the key recommendations you
have reached. These will help your reader understand the
key points of the memo immediately. This segment may
also include references to methods and sources you have
used in your research, but remember to keep it brief.
 Discussion Segments
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 The discussion segments are the parts in which you get to include all the juicy
details that support your ideas. Keep two things in mind:

 Begin with the information that is most important. This may mean that you will
start with key findings or recommendations.

 Start with your most general information and move to your specific or supporting
facts. (Be sure to use the same format when including details: strongest---
>weakest.)

 For easy reading, put important points or details into lists rather than paragraphs
when possible.

 Be careful to make lists parallel in grammatical form.

 Closing Segment
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 You're almost done. After the reader has read

your information, you want to close with a
courteous ending stating what action you want
your reader to take.
 Necessary Attachments
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 Make sure you document your findings or

provide detailed information whenever
necessary. You can do this by attaching lists,
graphs, tables, etc. at the end of your memo.
Be sure to refer to your attachments in your
memo and add a notation about what is
attached below your closing
 Tips for Writing Memo...
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 Before writing your memo, just remember these tips:

 Memo Tip #1:
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 Make sure you have a crazily-easy-to-

understand request BEFORE writing
your memo.
 For this purpose, ask these questions to
yourself...
 “Does this even NEED to be a memo? ”
 “If I got this memo in my inbox, would I just roll my
eyes? ”
 “If I could get people to take ONE action after
reading this memo, what would it be? ”
 Memo Tip #1:
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 If you cannot answer any of those questions, perhaps you

need to re-think if you should send out this memo.

 Needless memos take up time, cause needless frustration,

and pile more work onto already-busy people. So

let’s make sure the memo is 100% necessary before

sending it out!
 Memo Tip #2:
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 Get the “essential info” out of the way, in

the shortest space possible.
 Try to give shorter and reasonable details.
 Memo Tip #3:
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Avoid Clunky Constructions

Weak Better
1-Significant are the 1-The number of poor
number of poor people. people is significant.

2-The planning process

2-The reason why the failed because it did
planning process failed not have a strong
is because it did not have outreach program.
a strong outreach program.
 Memo Tip #4: Simplify
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Weak Better
Assistance Help
Endeavor Try
Terminate End
For the reason that Because
In the event that If
Perform the editing edit
function
 Memo Tip #5:
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 Repeat and bold the action people should take

at the end (in one sentence).
___________________________________________
_______________
WHAT I NEED FROM EVERYONE:
Email me your favorite type of cake by 5pm today!
___________________________________________
_______________
 Simply stating what you need from people at the

end will dramatically increase how many people

take the action.
 Memo Tip #6:
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 If action doesn’t need to be taken, then tell them.

 Let’s save a massive amount of time for everyone, if
something needs to no action, just say it!
 At the end of your memo, just write at the end:
_______________________________
No action required.
_______________________________
 Those three words let everyone know there’s nothing
further they have to do.
 Memo Tip #7:
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Avoid the “naked this”

Weak Better

Engineers often view Engineers often view

community community
involvement as an involvement as an after
afterthought. This can thought. This
cause long-term shortsightedness can
problems in the cause long-term
planning process problems in the
planning process
 Memo Tip #8:
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Stress Active, not Passive Voice

The weaknesses were not The planners did not
documented. (Passive) document the
Mistakes were made. weaknesses.
(Passive) (Active)
I think that this design is
I made a mistake.
problematic. I think they
(Active)
could have improved the
system by…. (Active – The planners could
overuse of personal have improved the
pronouns) design.
by…(Active)
 Characteristics of a great memo:
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 Very first section reminds them what action to

take.
 Main message is super short and to-the-point.
 Very last section re-reminds them what action
to take.
 Characteristics of a bad memo:
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 Super long header.

 Speaks in very “corporate-y tone” which bores people.
 Super long body of text that’s hard to read.
 Lots of unnecessary details.
 Main point of memo is not immediately obvious.
 Last section does not re-state the action people need to
take.
 Quick Guidelines:
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So before sending a memo, just remember to follow these quick

guidelines:
 Make sure the action you’re requesting is worthy of an entire memo.
 Give a one-sentence explanation of the memo in the header.
 Shorter = Better.
 Get to the point right away. Re-read your memo and eliminate
needless chatter.
 The last part of the memo should say exactly what action you want
people to take.
 Example Memo 1
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To:
Health and Safety Committee
From:
Rana Ali
Chairperson, H&S Ctte
Date:
6 Jan, 2017
Subject:
Room Change for Next Meeting

The meeting on Saturday, 7 February has been changed to

Room 101
 Example Memo 2
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To: Department Chairs

From: Dr. Kerns, CEO

Date: March 13, 2016

Subject: Budgeted Fund for Office Supplies

Please note that we have used more than 80% of the budgeted funds for office
supplies for this fiscal year. We have over 3 months left in the fiscal year. Plan
accordingly so that you do not overspend in this area.
------------------------------------------
Please see me to discuss circumstances.
------------------------------------------
 Example Memo 3
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To: All Staff

From: Dr. Jeff Joyner, President

Date: March 13, 2016

Subject: Annual Company Picnic

The annual company picnic will be held at Memorial Park on May 27, 2016. The event
will be catered by Fresh Air Barbeque, with desserts by Nancy's Sweet Things.
Immediate family members are invited. Please plan to join us! RSVP with Mrs.
Taylor by May 1, 2016.
 Example Memo 4
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To: All Staff

From: The Boss

Date: June 1, 2006

Subject: New Memo Format

In order to make interoffice communications easier, please adhere to the following guidelines for writing effective memos:

 Clearly state the purpose of the memo in the subject line and in the first paragraph.

 Keep language professional, simple and polite.

 Use short sentences.

 Use bullets if a lot of information is conveyed.

 Proofread before sending.

 Address the memo to the person(s) who will take action on the subject, and CC those who need to know about the action.

 Attach additional information: don’t place it in the body of the memo if possible.

 Please put this format into practice immediately. We appreciate your assistance in developing clear communications.

If you have any questions, please don’t hesitate to call me. Thank you.